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Home My Public Portal About064-2023 - Timmons Group - asset management system AGREEMENT TITS AGREEMENT made and entered into this day of i\Aui„„„di , 2023, by and between the City of Richmond, Indiana, a municipal corporation acting by lind through its Board of Sanitary Cormnissioners (referred to as the "City"), and Timmons Group 1001 I3oulders Parkway, Suite 300, Richmond, VA 23225 (hereinafter referred to as the "Contractor"). SECTION I. S'IATEMENT AND SUBJECT OF WORK City hereby agrees to retain Contractor to implement an Asset Management/Computerized Maintenance Management System to improve its overall performance. 71 he City issued an invitation to bid, .which is attached hereto and incorporated by reference herein as Exhibit "A". Contractor tendered a bid, as well as a scope of work, both of which are attached hereto and incorporated by reference herein as Exhibits "B" and "C', respectively. Contractor shall comply with all terms and conditions as set forth within Exhibits"13" and "(17. Should any provisions, terms, or conditions contained in any of the documents attached hereto and incorporated by reference herein as fFAhibits, conflict with any of the provisions, terms, or conditions of this Agreement, this Agreement shall he controlling. The Contractor shall furnish all labor, material, equipment, and services necessary for the proper completion of all work specified. No performance of services shall commence until the .following has been met: '[he City is in receipt of any required certificates of insurance and/or warranties; 2. The City is in receipt of any required affidavit(s) signed by Contractor in accordance with I.C. § 22-5-1.7-11(a)(2); and 3. A purchase order has been issued by the Purchasing Department. SECTION II, STATUS Of CONTRACTOR Contractor shall he deemed to be an lndependent contractor and is not an employee or agent of the City of Richmond. The Contractor shall provide, at its own expense, competent supervision of the work. SECTION Ill. COMPENSATION City shall pay Contractor the sum $272,885.00 as complete consideration for the completion of the work described herein, and within the attached Exhibits. SECTION IV. TERM OF AGREEMENT This Agreement shall become effective when signed by all of the parties hereto and remain in full force and effect (intl. Contractor completes the services described herein, and within the attached Exhibit. Notwithstanding the term of this Agreement, City may terminate this Agreement in whole or in part, for cause, at any time by giving at least thirty(30)days written notice specifying the effective date and the reasons for termination which shall include but are not he limited to the following: a. failure, f-or any reason of the Contractor to fulfill in a timely manner Contract No. 64-2023 E., g its obligations under this Agreement; b, submission of a report, other work product, or advice, whether oral or written, by the Contractor to the City that is incorrect, incomplete, or does not meet reasonable professional standards in any material respect; c, ineffective or improper use of binds provided under this Agreement; d. suspension or termination of the grant funding to the City under which this Agreement is made; or e. unavailability of sufficient funds to make payment on this Agreement. 1"his Agreement may also be terminated by either the City or the Contractor, in whole or in part, by mutual Agreement setting forth the reasons for such termination, the effective date, and in the case of partial termittation, the portion to be terminated. This Agreement may also be terminated by either the City or the Contractor, without cause, by giving at least thirty (30) days written notice to the other party. In the event of termination of this Agreement, the City shall be required to make payment for all work performed prior to the date this Agreement is terminated, but shall be relieved of any other responsibility herein, SEC EION V. INDEMNIFICATION AND INSURANCT; Contractor agrees to obtain insurance and to indemnify the City for any damage or injury to person or property or any other claims which may arise from the Contractor's conduct or performance of this Agreement, either intentionally or negligently; provider!, however, that nothing contained in this Agreement shall be construed as rendering the Contractor liable for acts of the City, its officers, agents, or employees. Contractor shall as a prerequisite to this Agreement, purchase and thereafter maintain such insurance as will protect it from the claims set forth below which may arise out of or result from the Contractor's operations under this Agreement, whether such operations by the Contractor or by any sub-contractors or by anyone directly or indirectly employed by any of them, or by anyone for whose acts the Contractor may he held responsible. ('overate Limits A. Worker's Compensation & Statutory Disability Requirements B. Employer's liability $100,000 C. Comprehensive General Liability Section 1. Bodily lnj ury $1,000,000 each occurrence $2,000,000 aggregate Section 2. Property Damage $1,000,000 each occurrence D. Comprehensive Auto I,iability Section L Bodily lii ury $1,000,000 each person $1,000,000 each occurrence 2 Page Section 2. Property Damage $1,000,000 each occurrence E. Comprehensive I Jmbrella Liability $1,000,000 each occurrence $1,000,000 aggregate F. Malpractice/Errors & Omissions Insurance $1,000,000 each occurrence $2,000,000 aggregate SEC EION VI. COMEPLIANCT WITH WORKER'S tilkYMPENSATION LAW Contractor shall comply with all provisions of the Indiana Worker's Compensation law, and shall, before commencing work under this Agreement, provide the City a certificate of insurance, or a certificate from the industrial board showing that the Contractor has complied with Indiana Code Sections 22-3-2-5„ 22-3-5-1 and 22-3-5-2. If Contractor is an out of state employer and therefore subject to another state's worker's compensation law, Contractor may choose to comply with all provisions of its 1-toitie state's worker's compensation law and provide the City proof of such compliance in lieu of complying with the provisions of the Indiana Worker's Compensation I SECTION VII. COMPLIANC:.E WI INDIANA E-VERIFY PROGRAM REPLIREMENTS Pursuant to Indiana Code 22-5-1.7, Contractor is required to enroll in and verify the work eligibility status of all newly hired employees of the contractor through the Indiana E-Verify program. Contractor is not required to verify the work eligibility status of all newly hired employees of the contractor through the Indiana E-Verify program if the Indiana E-Verify program no longer exists. Prior to the performance of this Agreement, Contractor shall provide to the City its signed Affidavit affirming that Contractor does not knowingly employ an unauthorized alien in accordance with IC 22-5-1.7-1 .1 (a) (2). In the event Contractor violates IC 22-5-1.7 the Contractor shall he required to remedy the violation not later than thirty (30) days after the City notifies the Contractor of the violation. If Contractor fails to remedy the violation within the thirty (30) day period provided above, the City shall consider the Contractor to be in breach of this Agreement and this Agreement will be terminated. If the ('ity determines that terminating this Agreement.would he detrimental to the public interest or public property, the City may allow this Agreement to remain in effect. until the City procures a new contractor. If this Agreement is terminated under this section, then pursuant to IC (c) the Contractor will remain liable to the City for actual damages. SECTION VIII. IRAN INVESTMENT ACTIVITIES Pursuant to Indiana Code (IC) 5-22-16.5, Contractor certifies that Contractor is not engaged in investment activities in Iran. In the event Board determines during the course of this Agreement that this certification is no longer valid, Board shall notify Contractor in writing of said determination and shall give contractor ninety (90) days within which to respond to the written notice. In the event Contractor Ruls to demonstrate to the Board that. the Contractor has ceased investment activities in Iran within ninety (90) days after the written notice is given to the Contractor, the Board may proceed with any remedies it may have pursuant to IC 5-22-16.5. In the event the Board determines during the course of this Agreement that this certification is no longer valid and said determination is not refuted by Contractor in the manner set fbrth in IC 5-22-1.6.5, the 13oard reserves the right to consider. the Contractor to he in breach of this Agreement and terminate the agreement upon the expiration of the ninety (90) day period set forth above. SEC'FION IX. PR( Illfif[`ION DISCRIMINATION A. Pursuant to Indiana Code 22-9-1-10, Contractor, any sub-contractor, or any person acting on behalf of Contractor or any sub-contractor shall not discriminate against any employee or applicant for employment to be employed in the perfOrmance of this Agreement, with respect to hire,tenure,terms, conditions or privileges()I:employment or any matter directly or indirectly related to employment, because of race, religion, color, sex, disability, national origin, or ancestry, B. Pursuant to Indiana Code 5-16-6-1, the Contractor agrees: 1. That in the hiring of employees fhr the performance of work under this Agreement of any subcontract hereunder, Contractor, any subcontractor, or any person acting on behalf of Contractor or any sub-contractor, shall not discriminate by reason of race,religion, color, sex, national origin or ancestry against any citizen.of the State of Indiana who is qualified and available to perform the work to which the employment relates; 2. That Contractor, any sub-contractor, (yr any person action on behalf of Contractor or any sub-contractor shall in no manner discriminate against or intimidate any employee hired for the performance of work under this Agreement on account of race, religion, color, sex, national origin or ancestry; 3. That there may he deducted from the amount payable to Contractor by the C:ity under this .Agreement, a penalty of five dollars ($5.00) for each person for each calendar day during which such person was discriminated against or intimidated in violation of the provisions of the Agreement; and 4. That this Agreement may be canceled or terminated by the City and all money due or to become due hereunder may be forfeited, for a second or any subsequent violation of the terms or conditions of this section of the Agreement. C. Violation of the terms or conditions of this Agreement relating to discrimination or intimidation shall he considered a material breach of this Agreement. SECTION X. RELEASE OF .1...AARE...LA:FY Contractor hereby agrees to release and hold harmless the City and all officers, employees, or agents of the same ii7orn all liability which may arise in the course of Contractor's performance of its obligations pursuant to this Agreement, xl. .M1SCELA.,ANEGUS 'Ihis Agreement is personal to the parties hereto and neither party may assign or delegate any of its rights or obligations hereunder without the prior written consent. of the other party. Any such delegation or assignment, without the prior written consent of the other party, shall be null and. void. This Agreement shall he controlled by and interpreted according to Indiana law and shall he binding upon the parties, their successors and assigns, 'fhis document constitutes the entire Agreement between. the parties, although it may be altered or amended in whole or in part at any time by filing with the Agreement a written .instrument setting forth such changes signed by both, 4 I Paq parties. By executing this Agreement the parties agree that this document supersedes any previous discussion, negotiation, or conversation relating to the subject matter contained herein. This Agreement may be simultaneously executed in several counterparts, each of which shall be an original and all of which shall constitute but one and the same instrument. The parties hereto submit to jurisdiction of the courts of Wayne County, Indiana, and any suit arising out of this Contract must he filed in said courts. The parties specifically agree that no arbitration or mediation shall be required prior to the commencement of legal proceedings in said Courts. By executing this Agreement, Contractor is estopped from bringing suit or any other action in any alternative forum,venue,or in front of any other tribunal,court,or administrative body other than the Circuit or Superior Courts of Wayne County, Indiana, regardless of any right Contractor may have to bring such suit in front of other tribunals or in other venues. Any person executinig this Contract in a representative capacity hereby warrants that he/she has been duly authorized by his or her principal to execute this Contract. In the event of any breach of this Agreement by Contractor, and in addition to any other damages or remedies, Contractor shall be liable for all costs incurred by City in its efforts to enforce this Agreement, including but not limited to, City's reasonable attorney's fees. In the event that an ambiguity, question of intent, or a need for interpretation of this Agreement arises, this Agreement shall be construed as if drafted jointly by the parties,and no presumption or burden of proof shall arise favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement. IN WITNESS WHEREOF, the parties have executed this Agreement at Richmond, Indiana, as of the day and year first written above, although signatures may be affixed on different dates. [Remainder of this Page Intentionally Left Blank. Signatures to Follow on Page Six 5 I.' "CITY" "CONTRACTOR" The City of Richmond, Indiana, by and Timmons Group through its Board of Sanitary CommissiPtiers By: Sue Miller, President (Printed):AJAe, Dated: 3j ?1,2/Z 3 Titie:3?1, A,,,,,51ct BakslTi, Vice President 7 "2, Dated: 0 Dated: - 2 2„3 „,... St471 s, Mem ber Dated: APPROVED: l""m'm cf3twid-- Sno , ayor' f . Dated: !AL "" 3 CITY OF RICHMOND INDIANA INVITATION TO BID ASSET MANAGEMENT, .1MytumTATIQNNp siveippiRT FOR RICHMOND SANITARY DISTRICT Exhibit'A page 1 of 21 INDEX INVITATION TO BID Form 96 See Attached Form Notice to Bidders 1 Page Invitation for Bid 1 Page STANDARD TERMS AND CONDTIONS Definition A.1 Departments A.2 Bidder & Contractor A.3 Estimated Quantities A.4 Addenda A.5 Bidding Documents BA Substitutions B.2 DemonstrationstSamples B.3 Data Privacy BA Bidding Procedures CA Bid Security C.2 Submission of Bids C.3 Bidder's Representation CA Modification or Withdrawal of Bid C.5 Delivery of Goods C.6 Consideration of Bids D.1 Rejection//Acceptance of Bids D.2 Bid Award D.3 Warranties, Guarantees & Maintenance D.4 Contract Documents El Indemnification F.1 Workers Compensation Insurance F.2 Payments GA Method of Invoicing G.2 Damages for Delays G.3 Proposal Sheets Enclosed Specifications & Maps Enclosed Exhibit'A page 2 of 21 CONTRACTOR'S BID FOR PUBLIC WORK _ FORM 96 s/m14nz'u-m)/Form ps(nm=cozu13) Prescribed uvState Board of4ccounm PART /7o be completedfor all bids. Please type or print) Date(montt day,yent). _ t Govnrnmenta|UmiVOwner): __ 2. County,____ 3. Bidder(Finn): *ooneen � ��....... CityYState/ZipCcde:___________ 4 Te|ophoneNumber___ S. Agent nf Bidder(if opp&cmbk): _ Pursuant to notices given, ,he undersigned offers to furnish labor and/or mateha| necessary to complete the public works project of____ (Governmenta| Unit) it)accordance with plans and specifications prepared by__ ,indUated__ _for the SUM of T he undersigned f urther agrees to furnish a bond or certified check w ith this bid for an amount specified inthe notice oftheLetting. If alternatKie bids app ly,the Undersig ned submits a proposal for each in accordance with the notice,Any*ddendumaattechedvvi||beopecifioa|lyreferenced attha applicable page, If additional units rf material included in the contract are needed, the cost of'units mvstbo the same as that shown in the original contract if accepted by the governmental unit, Vthe bid is to be awarded on a unk basis,the,itomizatinnof the units nhaUbeshovvnonaeepa rate attach menL The contractor and his suboonVactoro, if any, shall not discriminate against or intimidate any ennployee, or applicant for employment, to be employed in the performance of this contract, vvith respect to any matter directly or indirectly related to employment because of nsre, na|igion, oolor, oex, national origin or ancestry. Breach of this covenant may be regarded as a material breach of the contract. CERTIFICATION DF USE OF UNITED STATE3ST EEL. PRODUCTS (/yapp0cpb/n) _ 1,the undersigned bidder,or,agent as a contractor on a publicworks project, understand my statutory obligation to use steel products made in the United States (1.C, 5-15-8-2). | hereby certify that | and all subcontractors employed by me for" this project will use U.S. steel products on this project if awarded. t understand that violations hereundermay result infor-feitureof contractual payrnents, ACCE PTANCE The above bid is accepted this _. ..._. day of _ _ , subject to the following conditions: Contracting Authority Members: PART II (Forprojects of$150,000 ormore-IC 36-1-12-4) Governmental Unit: Bidder(Finn) Date (month, day, year): ....____ These statements to be submitted under oath by each bidder with and as a part of his bid. Attach additional pages for each section as needed. SECTION I EXPERIENCE QUESTIONNAI RE 1. What public works projects has your organization completed for the period of one (1)year prior to the date of the current bid? Completion Contract Amount Class of Work. Date Name and Address of Owner 2. What public works projects are now in process of construction by your organization? Expected Completion Contract Amount Class of Work Date Name and Address of Owner Exhibit'A'page 4 of 21 3, Have you ever failed to complete any work awarded to you? _If so,where and why? 4. List references from private firms for which you have performed work, SECTION II PLAN AND EQUIPMENT QUESTIONNAIRE 1. Explain your plan or layout for performing proposed work. (Examples could include a narrative of when you could begin work, complete the project, number of workers, etc. and any other information which y,01.1 believe would enable the governmental unit to consider your bid.) 2. Please list the names and addresses of all subcontractors (i.e.persons or firms outside your own firm who have performed part of the work)that you have used on public works projects during the past five (5) years along with a brief description of the work done by each subcontractor. Exhibit'A page 5 of 21 3. If you intend to sublet any portion of the work, state the name and address of each subcontractor, equipment to be used by the auboontnador, and whether you will require a bond. However, if You are unable to currently provide a listing, please understand a listing must be provided prior to contract approval. Until the completion of the proposed project, you are under a continuing obligation to immediately notify the governmental unit inthe event that you subsequently determine that you will use a Subcontractor on the proposed project, ................ 4. What equipment do you have available to use for the proposed project? Any equipment to be used by subcontractors may also be required to be listed by the governmental unit _ ___ 5� Have you entered into contracts or received offers for all materials which substantiate the prices used in preparing your proposal? If not, please explain the rationale used whOh wou|d corroborate the prices listed. SECTION 111 CONTRACTOR'S FINANCIAL STATEMENT Attachment of bidder's financial statementiu mandatory, Arty bid submitted without said financial statement as required by statute shall thereby be rendered inva|iU, The financial statement provided hereunder to the governing body awarding the contract mustbespecific enough inde\oi| so that said governing body can make a proper determination oythe bidder's capability for,comp|uting the project ifawarded, Exmuuvv page om21 SECTION |V CONTRACTOR'S NON-COLLUSION AFFIDAVIT The undersigned bidder or agent, being duly sworn on oath, says that he has not, nor has any other member, representative, or agent of the firm, company, corporation or partnership represented by him, entered into any combination, collusion or agreement with any person relative to the price to be bid by anyone at such letting nor to prevent any person from bidding nor to include anyone to refrain from bidding, and that this bid io made without reference tnany other bid and without any agreement, understanding or combination with any other person in reference to auch bidding He further says that no person or persons, firms, or corporation has, have or will receive directly or indirectly, any rebate, fee, gift, commianiomor thing of value mn account of such sale. SECTION V OATH AND AFFIRMATION I HEREBY AFFIRM UNDER.THE PENALTIES OF PERJURY THATTHE FACTS AND INFORMATION CONTAINED IN THE FOREGOING BID FOR PUL|C WORKS ARE TRUE AND CORRECT. Dated at this day of — (Name oromanIzatiom By (Title - (mleo/Person o�qxmg) ACKNOWLEDGMENT STATE OF ) )Ss COUNTY OF l Before me. m Notary Pub|ic, personally appeared the above-named- and Swore that the statements contained in the foregoing document are true and correct, Subscribed and sworn to before me this_ day of - Notary Public My Commission Expires: County ofResidence: __ Part of State Form 524'14(R2/2-13)/Form 96(Revised 2013) BID OF (Contractor) FOR PUBLIC WORKS PROJECTS OF Filed Action Taken Exhibit'A page 8 of 21 N(1)TICE TO BIDDERS BOARD OF SANITARY COMMISSIONERS RICHMOND, INDIANA Notice is hereby given that sealed proposals will he received by the Board of Sanitary Commissioners of the Richmond Sanitary District of Richmond, Indiana at their office at the Administration Building, 2380 1 iherty Avenue of said City on Tuesday, December 3, 2019.. at 10:00 A.M. for l'itrilishirrg the .following in accordance with specifications on file at the Richtnond Sanitary District, 2380 Liberty Ave., Richmond, Indiana, and iii the Office of Purchasing in the Municipal Building, 50 North Fifth Street, Richmond, Indiana. Asset Management Software, Implementation, and Support All proposals shall be properly and completely executed on a .Form No. 96 as prescribed by the State Board of Accounts of the State of Indiana. All proposals submitted shall be accompanied by an acceptable Bidder's Bond, Certified Check or Cashier's check made payable to the Richmond Sanitary District in the amount of 5% of the total bid price. If the bidder is from out-of-state, the Bidder's .Bond must be secured by a Surety who is admitted to) do business in Indiana. The successful bidder will be required to submit a Performance Bond in the amount of 100% of the bid price and a 100',70 Labor and Materials Payment Bond, prior to commencing work. Checks of the unsuccessful bidders will he returned on award of the proposals. Specifications and bid forms may he secured from the Richmond Sanitary District, 2380 Liberty Ave., Richmond, Indiana 47374 or from the Purchasing Office, 50 North 5th St, Richmond, Indiana 47374. All proposals should be placed in a sealed envelope marked "Confidential-Bid Proposal" on outside of envelope. A pre-bid conference will be held October 29, 201.9 at 11:00 a.m.. at Richmond Sanitary District, Administration l3uildint , 2380 Liberty Avenue, Richmond, Indiana. You are strongly. encouraged to attend this conference (meeting) as this will be the only one conducted. The Board of Sanitary Commissioners of the Richmond Sanitary District of the City of Richmond, Indiana reserves the right to reject any and all bids, parts of bids and re-advertise for same and to waive informalities or errors in bidding. Bidder will be required to comply with all applicable .1. qual Employment Opportunity laws and regulations, including Section 504 of the Rehabilitation Act of 1.983. BOARD OF SANITARY COMMISSIONERS Sue Miller Arran I3akshi Greg Stiens Publish Dates: October 2311 & 30111, 2.019 Exhibit'A°page 9 of 21 This invitation is issued to establish n contract. to supply the (�litywfRicboiwmd with acooTn`odi(y or service io accordance with accompanying specifications. Specification For: /\oac\ Managernent Sollware, Tnnlcozcn1u1iou, and Support Subunit Bids Be6re 10:00 a.co. ou Day o[BiclOpening to: Board ol'Sanitary orrymiosicu�zs Richmond Sanitary District Administration Ill-lildini-, 1-iberty Avenue Richmond, IN 47374 Bid Opening: Time: 10:00 a.m. [)ate: December 3, Z0]9 [ocu1ion *f0idOpening: |<iuhozood Sanitary District Adininistration i i 2380 _Avenue .Kichnoopd, DN 47374 Bic]. Bond: (��c ScciionC2) Perf>rcuazncc Bond: ___ (See ScctiooC.2) Labor & Materials Payment Bond: ...-..(See Suction C.2) MaintcoeuucB0ud: K)A%` 12Mo/ztho (�cuSection C.2) Toourwnuc/YJorkoouo`aCuonpeusation:_ Section B.l.4 ,,V- [2.l) Common Constructions VVagc»: N/\____ Section 13.1.5 &c See attached) Bid Form [ouludcd: Schuduloo[\/u\ucx: STANDARD TERMS & COND|TlONS ART|CLEA INSTRUCTION TOB|DDErS 8� 1 DEFINITION: A� LI City ofRichmond A. 12 The City ixinVVayne Coonty, apo|hica| subdivision ofthe State ofIndiana. a, 2 DEPARTMENT5� A. 21 The following are the departments that are under Richmond Code 41�02 <h> Central Purchasing: Parks and Recreation, Po|ioe, Fire, Sanitary District (Liquid & Solid VVms»a), C|erk, Attomey, ContrnU|ex, Puvchmoing, Planning, Engineehn8, and all other City Government units Such as Sonot. Rose View Transit, and the Airport, A. 3 BIDDER AND CONTRACTOR. A.3.1 A bidder iaa person or entity who submits abid. A. 3.2 The contractor in the person or entity who enters into a contract with the City of Richmond to furnish goods or services. 14 ESTIMATED QUANTITIES: A. 41 If the quantity set forth in the Invitation to Bid and Proposal is approximate and represents the estimated requirements of the City for aspecified period ofhme. the unit price and the extended total pho* thereof shall be used only as a basis for the evaluation of bids. The actual quantity of materials necessary may bemore or less than the euhmate, but the City shall neither be obligated nor limited to any specific amount, The city will, ifa1 all possible, n:x8iu innpaannn m2O% uf the estimated quantity and will, ifat all possible, restrict decreases N 2011/a of the estimated quantity, 15 ADDENDA: A. 5.1 An addendum is a written instrUment issued by the City of Richmond prior to the date for receipt of bids which modify o, interpret the bidding documentg by additinn, do|etion», clarifications o/ corrections. 4, 5.2 Adclend* will be mailed Or delivered to all who are known by the Purchasing Department to have received a complete set ofbidding documents. A� 5�3 Copies of addenda will be rnade available for inspection in the Purchasing Department. A, 5�4 No addendum will be issued later than fortyeight (40) hours prior to the de,n and time for,eceip1 of bids except an addendum withdrawing the request for bids or one which includes post pone me'ntof the dote of receipt of bids. A. 5,5 Each bidder shall ascertain prior N submitting his bid that he has received all addenda icsu*d, and he shall acknowledge their receipt on the proposal of this bid ARTICLE INSTRUCTIONS TOBIDDERS B.1 BIDDING DOCUMENTS B. 1,1 Bidders shall promptly notify the Purchasing Director of any ambiguhy, inconsistency or error which they may discover upon examination of the bidding documentz. B. 1.2 Bidders desiring clarification or interpretation of the bidding documents shall make a written request which shall mach the Purchasing Director at least seven (7) days prior to the date and time for receipt ofbids. D. 1.3 Interpretations, corrections, and changes to the bidding documents will be made by addendum. Interpretations, and changes made in any other manner, will not bebinding and bidders shall not rely upon such intemreta1ono, corrections and changes. B. 14 Insofar as Worker's Compensation is concerned, the bidder or contractor agrees to furnish -in official certificate or receipt of the Industrial Commission of Indiana, showing that he has paid into 11he State Insurance Fund the necessary prerniums, whenever such certificates are required in the Invitation for Bid. (Section |C22'3-2-14will apply). B� 1.5 AUcommnnnonutruCtiOnwagerequimmento (IC5-10'7'1)viUopplywhonapp|icable in the bid. Should common construction wage he required, the City will attach that schedule to the bid package. B28UBST|TUT|ONS B, 2] The materials, products and equipment described in the bidding documents establish a standard of type,function, and quality to be rnet by any proposal substitution. 13� 2,2 Unless the particular specification prohibits substitutions, bidders are encouraged to propose matehe|n, pmductx, or equipment of comparable type, function and quality, B� 23 Bids for pubatitute items shall be stated in the appropriate blank orif the bid form does not contain bLanko for substitutions, bidder's shall attach to the bid on company letterhead a statement of the manufacturer and brand name of each proposed substitution plus a complete denchphoncf the item including descriptive literature, illustrations, performance arid test data and any information necessary for anevaluation. The burden of proof cf the mnritof the proposed substitution in upon the bidder. Failure to comply Gould begrounds fn,rejoctiDn. B.3 DEMO NSTRAT|ON/SAMPLES B. 31 If required by the City, the bidders vhm|| demonstrate the exact modu|o(o) proposed within seven (7)calendar days from receipt request from the City. 8� 32 DemonntTaionohou|d be in the City designated by the Purchasing Director B. 33 M bidde,does not have a model in the Richmond area, it will at the bidder's cost to send appropriate City personnel to the nearest location to view proposed itern(s), B. 34 |f items,being bid are small and mailable and bidder ix bidding other-than specified, the bidder must supply a sample of the proposed hom, B, 3.5 Sample rrivat be supplied on or before the bid opening date, 13� 3.0 Samples suppiJedasreqoeste(t-W\|60eun�b#kiEtd �,J-4iddcr'v expense after receipt ofgoods, B4 DATA PRIVACY B. 4] CnntrartDr agrees to abide by all applicable loce|, state and federal laws and regulations concerning the handling and disclosure of private and confidential information concerning individuals and onqpnradmnn as to invendons, potents, and pe0erU rights. Then contractor agrees to hold the City of Richmond hann|eon from any claims resulting from the contractor's Unlawful diao|oxuna or use of private or confidential information, B.4�2 All laws of the United States of America, the State of Indiana and City of Richmond are applicable to the products or services covered hemin, are made apart thereof, ARTICLE INSTRUCTIONS TDBIDDERS C1 BIDDING PROCEDURE C� 11 Bids shall be Submitted on forms and proposal sheets included with the bidding documents, C, 12 Appropriate blanks on the form shall be filled in by manually printing in ink or by typing the requested information. C. 13 Any interlineation, alteration or erasure shall be initialed by the signer of the bid. C� 14 Bidders shall not change the bid form nor make additional stipulations on the bid form. If bidder wishes to amplify or qualify his bid, a staternent that additional information is attached shall be made on the appropriate place on the bid form and the amplifying or qualifying information onthe bidder's letterhead shall be attached to the bid form. 'The City of Richmond may accept nrreject amplified or qualified bids. C. 1.5 In case of discrepancy between the unit prices and the extended figures, the unit price shall govern unless otherwise provided elsewhere in the specifications; the prices of the bidder shall remain firm throughout the contract period and in any contract extension period, C1�O Each copy of the bid shall be signed by the person or persons legally authorized to bind the bidder,to a contract. 4 bid submitted by an agent should have a current power of attorney attached certifying the agent's amthorityto bind the bidder, C 17 Bidder to submit hid in triplicate, C,2 BID SECURITY C� 21 If so stipulated in the invitation forbids. each bid shall be accompanied by certified chark, cashier's check or bid bond executed bya surety authorized Vodn business in the State of Indiana in the amount specified and made payable to the City of Richmond pledging that the bidder will enter into e contract with the aty on terms stated in his bid and will, if required,furnish bond-, as described in the invitation to bid governing the faithful performance of the contract and the payment of all obligations arising. Should the bidder refuse to enter into Such a contract or fail to furnish Such bonds if required, the amount of the bid security shall be forfeited to the City ufRichmond as liquidated damagan, not as a penalty. C. 22 The City of Richmond aheU have the right to retain the bid security ofbidders to whom an award is being ounsidere,d until either(a) the contract has been executed and bondo, if required have been furnished. or (b)the specified time has elapsed ao that the bids may be withdrawn, ork1 all bids have been rejected, C.J SUBMISSION OFBIDS C� 31 The bidder shall assume full responsibility for timely delivery at the|nophnn designated for receipt of bids. Latehidts will not beconsidered. C� 32 Oral, telephone, or telegraphic bids are invalid arid will not receive consideration. CA BIDDER'S REPRESENTATION C41 Each bidder by making his bid represents that the bidder has read and understood the bidding documents and his bid has been made in accordance therein, C.42 Each Ndder for services further represents that the bidder has familiarized himself with the local conditions under waich the work is to be done and has correlated his observations with the requirements ofthe bidding documents. C4.5 Each No',foer agrees that howill not discriminate against any employee or applicant for employment because of race, mz|oc no|igioux cmod, ancentry, physical handicap, sex or political affi|iation, and that he will take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to nace, color, religious creed, physical hendicmp, ancestry, sex or political affiliation. C44� � Each bkcl�der shall be responsible for complying with any applicable affirmative action laws. [2 MODIFICATION OR WITHDRAWAL OF BID A bid may not be modified, withdrawn or canceled by the bidder following the time and date C�51 designated for receipt ofbids and each bidder xo agrees in submitting his bid� C.5.2 Prior Vy the time and date designated for receipt ofbids, any bid submitted may bsmodified o, withdrawn hy notice tnthe Purchasing D�mctor a1 the place designated for receipt of bids. C.5�3 Withdrawn bids may be resubmitted up to the time designated for the receipt of bids provided that they are then fully in conformance with these instructions tobidders. CJ DEL|VERYOF GOODS C.6,1 All delivered goods are to be FOB Richmond, IN,unless otherwise stated in the bid. C�02 The City nanemea the right to inspect and have any goods tested after delivery for compliance with the specifications. Notice of latent defectx, which would make the hems unfit for'the purposes for which #hey are required, may bogiven at any time within one (1)year after discovery of the defects. C,6.3 All tems rejected must be removed immediately by the contractor at the., expense and risk of the contractor. |f the contractor fails or refuses to remove the rejected items,they may be sold by the City and the proceeds used to cover all related expense incurred hy the City. |nsome«asox at discretion of Ciry, inspection of the commodities or ��O�4 . . equimne!nt will he made at the factory, plank. or other establishments where they are produned before shipment. CO5� � The above provisions shall not be constructed in limitation of any rights the City may hav= mnder any laws including the Uniform Connmonin| Code. C.6.5 |f applicable,State mritten approval is required before the release of any Bonds or paymerdz will bn made tocontractor. ARTICLE INSTRUCTIONS TOBIDDERS D1 CONSIDERATION OFBIDS D 1-1 The properly identified bids which have been received no time will be opened publicly and will be read aloud. The bids are available for inspection after all bids have been read aloud. O.2 REJECTION/ACCEPTANCE OFBIDS D. 2.1 The C|»ycf Richmond shall have the right to accept o,reject any and all bids. The City nf Richmmnd shall reject any bid not accompanied by the required bid security, and shall reject bids that are incomplete or unsigned. D, 2.2 The City of Richmond shall reject all bids from bidders where there has been collusion boNvepo the biddern. D.3 B|DAVVARD D. 31 It is the intent of the City of Richmond to award a contract to the lowest responsible and responsive bidder meeting xpauifioahnno provided the bid has been submitted in accordance with the requirements of the bidding documents, The City shall have the right to waive any inhunne|hy or irregularity in any bid(n)received; 0o accept orreject thebid(s)which in its judgment is in its own best interest; and to solicit new bids privately and to award to the best bid so received. D. 3.2 Award will he based on the following (where applicable): 1. Adherence to all conditions and requirements of the bid specifications. 2. Tcko| bid price (including any discounts), unit hid price or extended price. 3. General reputation and experience ufbidders. 4. Hourly rates for specified personnel. 5, Evaluation of the bidder's ability to service the City. O� Financial responsibility of the bidder. 7. Prior knowledge of an experience with the bidder in terms of past performance, 8. Needs and requirements of the City, 9� Experience with the products involved. 10. Nature and extent of company data furnished upon request ofthe City. 11. Quantity ofmerchandise. 12. Product appearance, workmanship, finish, taste, feel and results of any product testing. 13. Overall completeness of product line offered, 14. Locality in relation to the City, where prompt service may be required. 15. Bidders ability to meet delivery and stocking requirements. 16. Delivery date. 17� Maintenance cost and warranty provisions, 18� Rapurchaoe. trade-in ur residual value. D� 33 Unless otherwise indicated in the invitation for bids,the City reserves the right to award the contract in whole or in pail, by item, by group of iterns or by section where such action serves the heist interest of the City. O. 54 Bids submitted on an"all or none" basis or :imi|arhaxic will be evaluated against the total of the the low bids for the individual items. O.4 WARRANTIES, GUARANTEES AND MAINTENANCE | D 41 A copy of the manufacturer's warranties and/or guarantees for the henno bid must accompany vendo/sbid, A copy of your company's warranties and/or,guarantees for the items bidding also Must accompany vendor's bid. D� 42 As uminwnum requirement of the City, the vendor will also guanantee, inwriting, that any � defective components discovered within one (1) year period following the date of equipment � acceptance shall be replaced by the vendor at no cost to the City, D. 43 Replacernent parts of defective components shall be shipped to the City of Richmond at no cost to the City. )fdefective parts are required to be returned to the vmn4or, the shipping costs shall borne by the vandor. ARTICLE E INSTRUCTIONS TOBIDDERS GENERAL CONDITIONS OF THE CONTRACT E.1 CONTRACT DOCUMENTS E. 1.1 Nothing in the contract documents shall create any contractual relationship between the City and the contractor's emp|oyeen, subcontractors and their agents and employees and any other parties furnishing goods and services*othe contractor and their agents and employees. E. 12 The contract documents consist ufthe invitation for bids, instructions to tiddom, contractors bid form with ettoohmen1o, if any, executed omtnact, conditions of the contract (gmnera|, supplementary and other conditions), the npeoificationo, all addenda issued prior toreceipt mf the bids and all modifications issued after execution of the contract. A modification is (a) a written or supplement to the oo,*mc1 signed by both parties or (h)pumhane e|eano issued hy the City or(c) change order. . 1.8 The contract documents form the contract. This contract represents the entire and integrateld agreement between parties hereto and supersedes all prior nmgudahono, representations or agreemnntx, either written ororal. s The issue ofopurchase order that is in accordance specificationsh \hnspecificationsrepresentsono represents e contract. E. 1�4 Should vendor find purchase order to be incorrect, said vendor must notify Purchasing Director within twenty four (24) hours of purchase order date, ARTICLE INSTRUCTIONS TDBIDDERS INDEMNIFICATION, INSURANCE, AND PROTECTION OF LIVES AND PROPERTY F]|NOEyNN|F|CATON F. 11 The contractor shall indemnify and hold konnlexe the City of Richmond and its officers and employees from and against all claims, damages. |000en, expenses, including but not limited to attomey'xfoes. arising Out oforresulting from the performance of the contract, provided that any such claim, damage, |oxn or expense (*) i, attributable to bodily injury, uicknenn, disease o,death, o/ to injury to or destruction of tangible property (other than goods, materials and equipment furnished under this contract) inClUding the loss of use resulting there from, and (b) is caused in whole or in part by any negligent act or omission of the conUactor, any subcontractor, or anyone directly employed by any of thern or anyone for whole acts any of them may be liable, regardless of whether or not it is caused in part by aparty indemnified hereunder. In any and all claims against the City or any of its officers or employees by any employee of the F. 12 cnn1raotcx, any nubcontracuor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable, the indemnification obligation under this paragraph G,1 shall not be limited in any way by any limitation cf the amount ortype of damages, compensation or benefits payable by or for the contractor or any sub-contractor under worker's or workmen's compensation acts, disability benefit acts nr other employee benefit acts, |.2 WORKER'S COMPENSATION INSURANCE F2�1 For contracts involving performance of work pursuant to the provisions of Indiana Code |C 22'3-2'14 (a) bidders are required to furnish a certificate 0nmtkc Indiana VVnrke(o Board showing that such bidder has complied with |C22'3'2-5. 22-3-5-1 and |C22-3'5-2� y] INSURANCE F. 3.1 The Cnntiractor shall, as prerequisite to this Agreement purchase and thereafter maintain such insurance as will protect him frorn the clairns set forth below which rnay arise out of or reSUlt from the Contractor's operations under this 4gnnemenk, whether such operations by the Contractor or by any Sub-contractors or,by anyone who directly or indirectly employed by any ofthem, orby anyone for whose acts any nf them may be |iab|e� F.3.1 (cont.) Coverage Limits A. Worker's Compensation & Statutory Disability Requirements B. Employer's Liability $100,000 C. Comprehensive General Liability Section 1, Bodily Injury $1,000,000 each occurrence S2,000,000 aggregate Section 2. Property Damage $1,000,00() each occurrence D. Comprehensive Auto Liability Section 1. Bodily Injury $1,000,000 each person $1,000,000 each occurrence Section 2. Property Damage $1,000,000 each occurrence E. Comprehensive Umbrella Liability $1,000,000 each occurrence S2,000,000 each aggregate F. Malpractice(Errors & Omissions $I,000,000 per claim Insurance $2,000,000 each aggregate Exhibit'A' page 20 of 2"1 --.—....----—-------------------- ASSET MANAGEMENT SOFTWARE, •1.1 IMPLEMENTATION, AND SUPPORT City of Richmond, IN TIMMONS GROUP YOUR V64SION AC1,11,tif.VED TII4iROUGH OURS Date Due: December 17, 2019 9 ,.„ , ,f,;(i,(4:,,iy,lq, ';,iC IA/' 1111 1 IlY,11 '1,111"lior. l'Ib 110111110.1111,1,1111'1111 1„,i ' 41 ,,pieljd iill,liiii,111. 1%,41,2 ,IRIII,1111',"!Ill,161'1114A egli111161,1111119,11''111141600.1111 1111 I'1' ...', i'/ Pil igko!J.,.. ..111111,11.1,,§1„os F , 1 1 I'l lull 1111'111'111111 ,1,,,Hou 11111:u„I:: I 100 Illtil'ill 11'1, "11'111 1(8 v11':,,'111111 11111111,6111„1,111'"M 'A% 'y Igi41,P1111d11'',Ill ,'l' ,1,101k!lir1111111",,;111H'11'11111111 ..4"'11111 I,11111,'1.4,0,rr' 'fi , 1 l'' 1,1 '1.--.' II' I," 2,;mpli 1 1 Altr+fit, I J1100111' 'It ,,, 1(,, 111111 „„,,,,,,,,,,,,,,...d,1,,,,,,:,t,1)0111111,0; ' 0,C''1 ' 1: ' ,' 1111011111'R 1 /'il'' ''I'11'''''411 l' 110 '41., 1 11110' 1:"+",„„.:i:,1,,4'';',t'i, ,'1' ?III so r"001i Of4 ,)11 'Ilig 1 ,Il ' '' ' 11 1,10 1 11111111'm,11 11 1111 Ilir//#4,1„ 11\'''' AI ,,,I,Iul-I'11111111 1 ' p1111111 1,111 711' '11‘1', J111'1'1111111,1.1111111111,,, 0 11,4 11,!,,,,, , il 1:11'il:111411111114111111111,11,1111111:11'111'''',1'i', Contact: Lou Garcia 1 Project Director 1001 Boulders Parkway, Suite 300, Richmond, VA 23225 443 904 3897 I lauis,garcia@tirrimons,com ., wvvw timmonsgis corn ExhIbit'ET page 1 of 135 1001 Boulders Parkway P804.20O�85O0 ^�8��K�0�� Suite3O8 F8O4,56O1O18 ,oun °,mmm xCwEvcp ,HRwvOw vu*,� Richmond. VA23225 www,bmmonsgis.omm December 1O. 2Q19 Richmond Sanitary District City ofRichmond 238O Liberty Ave. Richmond, IN47374 RE: Request fzrPropnaa/o—/qssmt Management Software, Implementation & Support Dear Members of the Selection Committee: Timmons Group, along with our software teaming partner Azteca Systems, Inc. (Azteca) makers of Cityworks, is pleased to submit our proposal to meet the requirements as outlined in the referenced Request for Proposal. For over 2Qyears, Timmons Group has provided o wide variety of Enterprise Asset Management, Computerized Maintenance Managememt Software (CMW1S). IT, and award-winning G|S services toutilities, munidpa|, federo|, and private clients, Our team encompasses Qtyworko the leading G[S-CentricCIVIK8S & Enterprise Asset Management System (EAPWS) on the market, which allows for extensive combined oapabi|itien, software houyo and depth of experience required to form a solid foundation for the success Vf this project, VVo believe that C/tywo/koE)Server AMS meets each Of your requirements both now and with any future expansion. We have included an in-depth description of our approach (above and beyond what is called for within your requirements to clarify our approach), which has led to numerous Successful implementations across the United States, Cityworkn@— Az1eca Systems is the leading provider of G|S-centric enterprise management solutions, Designed for agencies that care for capital assets, inynaohuoture, and faci|itieo. Cityworks approach is unique in the industry, leveraging the inherent xa|ue and investment of your Geographic Information System (G|S) database and software, Cityworky SemerAW1S provides powerful tools for Asset Management, customer care, and work management, Additionally, Timmons Group /sunique as it is one of only three Cityworks solution providers that is both a Platinum Implementation Partner and a Strategic Development Partner In addition, Timmons Group is one of only e handful of implementation partners authorized to implement CityworksCR)Server PLL, a community development solution. Timmons Group has implemented Cityworks PILL with over twenty clients nationwide and we have also developed the Tirnmons Group PLL Portal (a public facing gateway) to extend the capabilities of PILL beyond the core Cityworks product offering, A partnership with Timmons Group offers the City ofRichmond (Richmond ) a significant number of benefits, From initial system planning, design and change managernent activities all the way through implementation and deployment, you will have direct access to indootry'|eading engineering. p|anning. G|3, and information technology professionals and ''best-of- bnead'' EnterprineAaaetK8aoagemen\andCK8MSoerviomo. VVedisdnguishourso|vesthroughourtrainingpnogramthat starts at project kickoff and doesn't end until well past project connp(etionaowe|| astheunderatendingthatxveereworhinQ to implement more than just software, but also assist in developing revised workfiows and business processes to make Richmond more efficient at its Asset Management. Timmons Group is also keenly aware and highly recornrnemds that an organizational change management strategy be developed during the course of this project, Timmons Group will work closely with Richmond im managing thischangeandasnmringtheacceptencenfRichmond stakeholders for this paradigm shift to embracing and accepting the Cityvvorko Server AK8Ssolution. As detailed throughout Our submittal, Timmons Group understands and will be your partner in implementing a GIS based Enterprise Asset Management/CMMS to manage your multiple asset groups. We understand that the new application should be run as a web-based application using relational database management systems. Users will have the ability to access the Enterprise Asset Management Systern/CMMS frorn either browser based or Windows-based workstations as well aoiOS and Android mmbi|edevices. In addition our proposed offering Cityworks Server AMS can be implemented on premise servers, Cityworks OnLine (SaaS model), Timmons Group hosing services or an alternative cloud hosting service, Timmons Group brings a rich pool of people, knowledge, and expertise to this projectthroughrnu|hp|eyearsmfexpor\ence with implementing Asset Management solutions with wastom/ater, otormwater, refuse collection and landfills (and other) functional groups. In a collaborative process, Timr-nons Group will build a roadmap, engage experienced professionals, czvzLewozmssx/ws | pwvmnomnsmraL | suRvstHHf6it|o'q*]Jb�qR§cApsARCHITECTURE | comSrnucrzowssnvzcss � nk,� 1001 Boulders Parkway P8O42O&G5UO T I 3uiLe3OO F8Q4.56O,1OiO nuvw,,mnw ^cnmvcprH"ovaovvv5, Richmond, VA23225 woww.hmnionn0is.00m and execute well-planned approach for yourimplementation, integration to otheroyotems and assist you with conversion from legacy systems- We have partnered with a Multitude Of municipal clients to help them achieve their Enterprise Asset &1anagement/CN1K8S goals. VVe understand and embrace the desire ofRichmond to take amiterative phased approach to the, project progression. VVe have also provided a detailed breakdown of our cost proposal, We have done this so that Richmond is able to review not only our proposal but to look at projectphasinghnmaniterative perspective, Timmons Group is committed to providing Richmond with the resources needed to achieve your goals and the priority to complete each task on schedule and within budget. Our dedicated staff will provide you with cnnaisbant, responsive service. We have established aatTonUteam, based on similar projects, client success and certification status. Our team will provide to Richmond: " An unsurpassed ability to deliver sound solutions to all phases of your progran-i - Key team members dedicated to your project offer an impressive level of professional experience and knowledge for delivering services toyourfuU range of associated services, = The leveraging of past experience. We have implemented Cityworks with well over 85 clients that have faced the challenges you currently face. • A full understanding of your programrequinaments and a project teamoommittedtoexoeedingyourhighent expectations through the development of sound and innovative technical solutions. VVe invite you to review our qualifications, while keeping the following points inmind: ° Timmons Group isa Cityworks@ Platinum Implementation Partner, with our project team comprised of experienced subject matter experts who have worked together on multiple successful work management projects specific to Cityworks®R AMS. kKe were recently awarded our 851hC/tnworksproject. " Timmons Group is a Cityw,orks(D Strategic Development partner with intimate experience with all of Citywmrks(OAPY's and experience in leveraging them for custom integrations and mobile deployments for iQS Android, Surface orWindows tablets orsmartphones. " The Timmons Group Public Facing PLL Portal allows our clients to extend traditional counter, phone based or kioisk services to a web-based tool, thus, expediting your public service offerings, ° A team with institutional knowledge needed to see the project assignments through..�all the way through, We will leverage our"lessons learned" on recently completed similar projects to your full advantage. We have integrated Cityworksuvith numerous other systems ranging from finanoia|, to hil|ing, to mobile technologies. • A team which prides themselves with delivering innovative solutions that exceeds Our clients' expectations, Each team member is empowered 0odo what it takes to make sure your projects aresucceosfu| endeavors for you and your stakeholders. • Timmons Group is the sole authorized implementation business partner with Rock Solid for One-View, the product formerly known amC/tySouroed. Timmons Group greatly appreciates this opportunity to present our submittal and we are confident that our team represents the best overall value to Richmond . If You have any questions or require any additional informeUon, please feel free to contact Lou Garcia at443,8Q438Q7, Respectfully yours, A- �r Ronald R. Butcher Jr., N1BA, 8|SS, G|3P Lou Garcia, PK8P Principal in Charge Project Director CIVIL ENGINEERING I smvznownsmT*L I sunvsLYkHk�«|e«-*J4bt�,L�§cxpsA*c*rrscruxs < comsr RUM ION senvICES, Asset ariagement So are, Implementation, and Support City of Richmond, IN 1. Executive Summary 5 3. Services Proposed 25 4. Implementation Plan_._____._......._._....... ..... .........................__.... ..........88 5. Price Proposal 105 6. Exceptions,....__..........."............ ........... ....... ......... ...... 108 Appendx A. Insurance 109 Appendix B: Virtual Server statement ..... ...... 111 Appendix C. Cityworks System Specifications ........ 112 APPENDIX D: Azteca Cityworks Licensing Agreement 115 TOC TIMMONS GROUP Extotat'ET page 5 of 135 ~ Asset Management So -mam*. Implementation, and Support City mf Richmond, IN The Timmons (Ruupteamunde/uiands that RidmondSaAaryDiakiN seeks toimp|ementaCompukrizedN1aintenaxoe Management Software (CMMS) or ErAngnse Asset Management JAM) schhon to advancc-,,,, Current practicces. The denied system will be a customizable commeroie| of -the-ahe|f. Vote of the art product Matwi|| supporl: Riohmon�'a osae� menagementp/0gram |n addition the idea| Vendor sha|| haveexperienoe in suocessfuUy mp|emenhnQ the proposed soludon at uNtes or s%hr public agendes with sirnilar requirements to Richinand As detei|edthrou0hnut Meproposa� and Tafuncdona| requirementa matrix, CitysorksSeme/Ay@Smeetsorexoeeds all ofRiohmond'steuhnica� requirements Hawser we undersInd &at one does not simple insMA sof`twaire and move to effective use vvithout the help of an experienced pnohaosiond eemioes ham to ha|p guide you though the work flowa, business nsquia*menta and day bz day aodvib*sto effectively utilize your chosen teohnioa| uo|ution and leverage Ak) is huU looLenhai Timmons Group. through our weU-honed imp|emenaUun methudo|ogy, successfully used at multiple udVdes across the US, vviU provide a proven approach to prmmng revised business pmcesses, 8o effectively exp|oi\ not only Cityuurka but a�so your exisUng datoend raaources, aU while adhering to exiting business or oegu|atory /u|ea and pu|iuieo Tits wiU |oad to an mdushy standard driven configuration VfChyworks no Uhet Me penadgm shiFtofohmnginQ naohnioa| platforms /o embraced and Mecridca| data naquioed to pelonn ana|ysh, run reports and provide fnrdota driven decisions can be nsa|�zed Addificincihy it is our, intent to complete the inriplennemtation of the project and leave you fuily self-sufficient in the operation of hAure cortgurabon changes of and use 0 the data analysh tools Ckywo*s provides, Tirough cui proposed role bzased tmining and knowledge <.anafer throughout the project TimmonaGroupiacurneoUyvvo/kingvvbhsevene| ud|kyohen1o \omaximlelheiruaeofCityworkobyeaaistiogin devekzping kemssuch as asset management p|ana. meotenancn manaQementp|ans. AVV|A2O18oertifivaboo. mairAnance management Vategies, and thetoaohn@ nfdeve|opmerwaobvbta. permits, and inspections as they relate towaterud|ihes leveraging both Cityvvorko Server AMSand Cowmrks SewarPLL �� (��t� « —^ ASSET CRITICALITY AND ASSET MANAGEMENT PRIORITIZED CAPITAL RISK FRAMEWORK FUNCTIONALITY INA, IMPROVEMENT AND BUSINESS SOLUTION INVESTMENT RETURN � Fichrne.�ndsyrvice4waI4;must conoisterWy 3tream&�3eyomappma�and levf,/-age ldent/�,priaribzedm�ene�dsa��m | 1 � atignA'iU?it's most or�tical as'se��,ippo(t | City�vor�,,ANr AMS & BaWGI fr), Onmve"stroent ana�ysis by asing d� ohastfuctwe mshntena`riqoewcsa°dtrac� i assets Musnega8b��auy di,�venAKXp/annng thnz/g�/co0ectii�pthe operatlona/offi��,iencyo/senicmsdah'peri��ol ovstOm±a8bnor oyatann right amount nfquaJty data tnink)nr | � t»&hepu�c | | investmentdnc��cm � � |n regards 1oprojeota simi|arkz Richmond Saoitary DiaW Timmons Croup has wo/kad wi1h we|| over85 udhbes Uo imp|emenn CQworka OunnQ Mis Ume we have migrated c|ientu Rom [}nso|e. K4,ximu. Henmen. Lucity and others to C4mokueuocesefu11y VVe have a|Somiy/atedoxisdogdaie0om1heoop|atfo/mshzCityvvorkssuccesah^Uy. |n /eganjs toinLeyredonatoCiyworkasehkJh|y /ecommendhatRiohmonJSanitoryDiakiotapproachistoana|yzefirs1andthen make decisions to move fomvard with desiredinAegns\ion. Too fa*quent|ywe see integradonsceUed for and requivadin Rl'P responses only to see Nem re-suVed cx deleNd and Bois added once the client has a bea�t un(Je'standinQ of what is required ordchnesihefumcdon�| requiremen1y VVea*enage2hn3inhegnsbons per Ci\yworksimp|emen\adon. ao over the course of our 85+ pnjecbwe love achievedvveU over 175Wegoadon& The most common of these integuadoos germaneVzRiohmund Sanitary District are \nahoancia| system, SCADA and uNitybiUing VVhi|eSCADAiaa|vvayoa one-way inhegrebun, thehnaoniad and uh|ky biUing integroUons are a|mos1nkweyo bi-dioachonei We propose »7mm/kwiUn you Vough an twahve phased approach to nveet yow goals in a mannes Mat best equates to cravvi, we* Uhen 'un approack Tuookenprqec\ae/eundenahenvxhe/eQoa|uanodeMedaitheoutse�L. un|yhzsee these goals either become unacNevable or undesiraUe as to cus1omei better undeis�ands the capabldes and/or the lindtations of the so|uhon. ei1her1eohnica|. finanoiakurcxher mihSadng oircumatunues. We, inotemd, preferbzvvor4 iVenadve|y with our (,.|kants over asahesofpnlecs Mat aUomsUhwmniodtheirstaffLo "grow inc)" the terhnk-,a| so|ut�on. |t has been our expehenuein over 17 yews withinthis industry vvherethia approach sees themootouoreosrea|ized ~+� 51 Pege TkMMONS GROUP ' - �� Asset Management Software, Implementation, and Support City YRichmond, IN AS Disbic� is |onking to Change from yaw Curren�, nlethodO|ogi8s tO the, chosen o6uticn youwiU be weU eened to take the effort kzaddress change management After aU. ifthe system is not used not used properly, then the project in ou/ view vviU riot be successful. Ou/app/oaoh ino|uUea change menagemen1on muhip|e levels and vve have done nur best to de1oi| these strategies nnd we have inn|uded them in ou/ scope ofaem�r",ea being These beotpnacdoes. zind our strong cmnsu�tin8, ensure that Cityworksfits p"opedyvvithin your organization, This is, what differentietesTimmona Gmupfrom aUrdhe/ Ci�,ywo/ko businesopaFtne,�ro. VVeaoa, afteraU, a P|adnum |eve| businF_,os partner, for a reason As the differing propoua�a you received are evaluated, we ask that you keep this o mind, vvhUe this may neaUtin in�reesed coots. the va|ue in imp|emendng en enterprise so|ufioo such as ataU |evc|s of your, organization :an not be ignured Any cost discrepancies between our approach as opposed to athe/stha� poten14Uy do not offer this depth ofimp|emenLadon shou|d be understand and considered, you/ return on inveatmentwUi beniOnificaoUy inonaaoed by a system thatbeuomes an enUsrprise p|atform for your orgenizahon. Timmons Gnmmp— Implementation Partner Timmons Group has been aCitymorks Business Partner for 17+ years. The symbiotic relationship enjoyed bemveenCbyworksondTimm000Gnoupisa Unique and tremendously advantageous baamto Our clients. VVhAeCityworks �~ isa software company, Timmons Group ina company focused on ��N �� N�� m�� N�m� Q �� professional services and excellent project de|ivery, This, unique inthe � wn-u w-mn��m`� �� *�� industry. tearning arrangement allows Cityvvorhs to concentrate Upon the YOUR vnS,or' A«*vevso THROUGH Oups� constant development and improvement of their product offerings while Timmons Group concentrates oil the successful implementation real world use and exploitation of the Cityworks products. We view our mutual clients � from somewhat different perspectives, howeve/this intu your advantage. Timmons Group is free to ensure that the Citywmrks products are implemented su that they work utilizing the workOmws, business rules and processes Our Mutual clients desire, including integration to other software systems. Timmons Group will ensure that Cityworks works for you and isnot C'I'tyworksbonystemthatRichmond Sanitary Districtmuotdedicatetremendoms (and unnecessary) resources to. We are free to concentrate on the exacting requirements our clients require, We therefore look at the operational side of our client's requirements and the strategic goals they wish to achieve' as well as keeping our clients abreast of the latest trends and standards in best practices of asset management and CMMS. Cityvvorhsoan concentrate on [low their products meet the basics around software: constant dove|opment, ensuring the software performs as desired, provides capabilities to rineet best practices and standards and stays abreast of the latest technology dove|opmen|s, as well as the look and feel end users demand. Ci1yworks is also able to ensure their future product offerings are aligned with long terrn strategic goals of not only Euri G}S, but also their clients wishes and desires. All of this is mode possible by offering to you, our clients, a true learn of experts, Although your primary contact with the team will be with Timmons Group during the imp|ementshon. Cityworks will take an active role in the project. Our teams work together to develop our proposal responses, Cityworks Client Success Managers are involved in Our scope development and will be involved with the project team (comprisedofRichmond Sanitary District, Timmons Group and C\tyvvorhs) fnnm the start, including attendance at key project meetings Once Go Live occurs Cityworks involvement will become more prominent. Howmvor, rest assured, both Cityworks and Timmons Group will remain involved and attentive\o you as our mutual clients well past the Go Live stages. We share the common Value that our success is, truly aohieved only when our clients are successful, Both Timmons Group and Cityworks take this seriously and feel that this unique relationship only makes Our two companies stronger and our clients more satisfied, Timmons Group is a multi-clisciplined engineering and technology firm recognized for nearly twerity years as one of Engineering News Record'o (ENR) Top 5OO Design Firms in the country. VVe provide civil engineering, environmental, geuteuhnicai G|S/geoapetie|\aohnology. landscape architecture and surveying services to diverse client base. Founded in1Q53. we are a well-established firm with e pioneering spirit. Decades of experience allow usto lead our industry with on unwaveriny commitment kzforward thinhing, innovative design and complete no|udona that help Our clients be suocesofui Inspired by your vision, our client service<eamu no|wa yqurcha||engea in imaQinadva, cost-effective and constructible ways. As a 650+ person professional services consulting firm with nearly 2.800 dients, our extensive experience in technology, enginemring, p|anninQ, and surveying enables Lis todesign and imp|oment innovative solutions to solve our clients' varied challenges. °"a*� 6 1 Peg e .- '0� 11W T8MMONS GROUP ` ~�- Asset Management Software, Implementation, and Support City of Richmond, IN As Timmons Group celebrates ouT next sixty years, we are extremely proud of the legacy we have established in solving the many challenges our clients have entrusted to us. However, we are not resting on Our many accomplishments ofthe past; but nather, we are focusing on building our Culture as community leaders and responsible corporate citizens, focused on understanding your specific c4allenges and helping You to realize your vision, Timmons Group, which has established itself as one of the most sought-after enterprise asset management(EAM) consulting groups in the United States, is excited about working s,ide'by-nide with you and your staff to develop a technological legacy that you, your organization, and all your stakeholders will haho pride in. Our unique view ofyour project is one of the distinguishing traits that sets Timmons Group apart from other Citywurko asset management consultants. We do not view these projects as simply a software installation and configuration job, Rather, m/eview Cityworks as an integral piece of your over-riding enterprise CMMS/asset managernent strategies and the foundation upon which countless additional work tasks will rely upon for the featUre-rich content needed to support your organizations varied daily operational, regulatory, and custorner service challenges, We look forward to sharing our ideas and solutions for this project. Timmons Group has been approached by other software vendors to be implernentation partners within this market space, however Timmons Group works exclusively with Cityvvnrks in this market space. Timmons Group has completed, or is currently working on, 85+ successful Asset Management software implementation projects for clients in 26 different states as well as outside of the United States. Timmons Group 125+ (�� ^r � N n��-�/ �� } ��' "[/ ' � � ^ °///�uuu2D m �� ^~�u/��u �0��/a� � � ^ Jƒa// _ � v �� . . �� 0 650+��'� � ' D� n�� J�2�� n*� (~/�yw/v/�� c /�yc�x� --x'-� —''-- n� [ � �� ~ - � /u/UC/ J�u// Where We Are ~~ Richmond, VA (headqua� Greensboro,` NC ~offices, 287employees) HomptonRoads, VA ~• Ashburn, VA Raleigh, NC ~N �� N �� ° Staunton, VA ° Charlotte, ' °' Charlottesville, VA Dallas, TX Na,DoDtrium w C�� ° BizabethCity NC ° Phoenix, AZ ' ° Prince George, VA DC ° Baltimore, MD ' Management Structure: Timmons Group is an employee-owned corporation governed by a board of directors. Timmons Group is proud of our growth, both organically and through mergers and acquisitions. Past acquisitions are anfollows: 2019 June: Ward Engimeering, Raleigh, NC 2018 August'. obs landscape architecture Ra|ekgh. NC 2018 August: E.T. Hymen Surveying Elizabeth City` NC 2017Ju|y. Vogel Engineering 8aftimore, MD 2015 April: Chandler Engineering Raleigh, NC 2015 February: Baker Engineering Raleigh, NC 2015 January: Mitchell Environmental Ra|oigh, NC 2014Ocbzber EvonepringTechno|ogieo Richmond, VA .° °a,°� 7 Poge ~ ' TuMMONS GROUP Asset Management Software, Implementation, and Support City of h'ichmond, IN 2014 June: Development Consulting Services Raleigh, NC 2014 May: Baldwin & Gregg Hampton Roads, VA 2013 May: SilverCore Hampton Roads, VA 2013 May: DTS Wildfire Nationwide, HQ in Orlando 8 IP q TIMMONS GROUP Exhtbit'B"page 10 of 135 . . Asset Management Software, Implementation, and Support City of Richmond, IN Below is a map depicting each of Timmons Groups Cityworks projects and implementations across North America IllH7)///riallillitlill'HI/ ' i'li i' i 7 t 7, ammo 7 V ' priaektiralliv Jai DaLLALL/7,Xrftg i'Dy ,,, JP e Aill/ill4P ,,. HI .,s,' lltill ri8RtH DAKOTA, • TO A T/E•E p,', yfir, „ , , ,,,,,,,, , //,,,,,,„,„,„.ww., 0 ,4o1.,„,..,,,„1,,,,::DION ND . . ,'a ON ••IE X / CANNIDEETA;,feit fl 7 OREGON, ADA.,,jomfo , SOUSED DAKOTA •„WO SC014044 , •,iN T -iftt.. „,,,,," VT. •, ,,toopts I " m"-,,ontAKA,GAT,0"",,"",,.Ael,,m,kv ,4:100/00'i tr a i 1CAWA VIA,' v 6n7 ,,,,,OnrpOOY lasw Yoe iirs,,,, 01aliaivildfD0M67/9 '0.. N N OHM. ,EsE,E.,DatioNAEDE N,D,DXNEDX0'Xp?E1/4/,‘/?.DUDEE NOVEA• repieviti' -ii°' ' ')ifix-'''i Llibe w / , illeiveamx7 qf Cit 7 " .A,Lii,olltilt DRA/yrlylly/t/4Hill Irp/F41/4llii/I,L9), H Hat FkryamelOirtriMillielic PP ll X'„Li' 'yr/09,P7fric illtxtektx' UTAH ' ICDEDEEADO KANS.A,5 0 ‘","",04ti::„, *5$ 1404 iirittalltoirtai [ENDRE VE'' ' X,. .' A • ' eV:4:4;TE'1:::''.:T,EVE;•.•1 /1),/i,p4fovi, . .„ , . 7./(/` A 0,y,,9,.. 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Lfaearllata 7 L.vie, prpmettif iiiics011irlii i ii # )'i 7 i kr ji 1,—FIAL, /—Jet"im"' (444 pv,;NT' 7(77iIIgOrtyp.,eplayi 0„,JfllAr/1177)1illy, F IHIr/fb I/ ssissI7r,ssoy,i tis 7://pyrotity,"; , ifirdiei,i, ,/,/i,ii/ifilym .. lipoopm,p , oNfrompo ,1/47); 160//1/1 'f7/01/4/1//ye '4,70fillf/194 / yill ,y i yoly,y, ,, :4'1, 40/0, "-- ', y2#1/7171/11/:Vf#)//01/17/'i '(Llift4111411/711//1/1/00,**If i if/0 i 0/ ,,—. ,-","-. 5.0 ,m.""'"'"1 /' (1 r i LP llk/S/F/g7Mll ft aferillettar,L/1 Ft/lli f re,01/0,/,0 :#1 t/17'21 ' 4/' ' ''''''' '='7724,.idigaii..,:altitiAll,,,i1A.':filirleakeMAtitilA ae„,,,U,k, ,Harrisonburg,VA 0 Regional Municpa11to of'York,Canada Garland,TX City of Winston-Salem,NC O Clay Water Di Strict,CA 0 Watsonville,(A .Lebanon,01H i Escondido.CA 0 Alpharetta,GA 0 Morro Bay,CA 0 MetroC"onnects,SC Spotay1yerna Coonty•VA 0 Naperville,[L. 0 Carpinteria'Valley Water District,CA MS Las Gaiiinas Valley 0 Independence,MO IV Craniary Distnct,CA O Fayetteville,NC Shatter:,CA 0 Macon Water GA 0 Beffingharn,WA 0 Hamilton County,TN CD Alcoa,TN eri Mid Peninsula Regional VW 0 Charleston 1,11,ieter,SO Open Space CA 0 Skagit County HUD PM,VVA 0 GP:Pi:bland County,VA American States Utility , . , Fairfax County,VA 0 Auburn,AL 0 Petersburg,VA Service 0.Ashesffle,Net 0 West Valley city, VA' 0 Lafayette At'Consolidate ovt LA 0 Henderson,Ky Brookhaven,GA Ierndon VA 0 Charlotte,water,No SeaTary WA CD Frederick Water,VA 0 Richmond.VA 0 Da m HI a m 1 s h Pfeteau Sampan/ash,WA Monty:emery County,MD Water District,WA 0 Alexandria,.VA 0 Weston,.FL,. Manatect County,FL Edmond,OK Jackson,MS 0 Seattle,WA. er I Florida Keys Aqueduct 0 ,...ake Stevens.WA Wastengton DOT, SO' NW Authority,FL 0 Grand Rapids,MN 0 Elk Grove,CA Colonic.NY 0 St Johns County,FL 0 Upper St Dlair,PA New NorYakima,WA 0 port s,VA 0 Madison,WI'Tallahassee,FL 0 0 0 Mont Doc glasville/Douglass Cotinty,GA gomery Lout ty O, hl 0 B onney Lake,WA Sugariand,TX CD Sal em VA 0 Water ford Charter"Township,.MI 0 Fdartm„c„„rdy,GA Renton,WA tilIn North Gila County Sianitation F orsyth C ouny t ,GA 0 Altoona City Authority,PA 0 North Miami Beach.FL NW District,AL CDRaleigh.,NC 0 Grey Forest Utilities,TX Yellin,WA (1)Tampa,FL 0 Allegheny Coady,FIA Merriman,UT Tigard,OR Bailee:tore County.MD Ctic ago,IL, Milwaukie,OR 0 Napa SaniDition Distratt, 0 Nashville, CO CA 9IP3ge 40 .op, TIMMONS GROUP VOL.4,,,,V,P,E Ar148,,,,,,,V84,100..714 OMR, Exhibit'B'page 11 of 135 ' Asset Management Gm��are, Implementation, and Support City of Richmond, IN Cbvworks is a powerful, flevible, and affordable web G|S-cenhicpublic asset management solution. CityworknAKd3 (Asset Management s", Sm|udon) andC�yworksPLL (Pennits. L�enn/ng. andLand) aredeainedtnhxApmanagephys�a| inhas� � � u� va ��seand �nd-baoed �N�� N� ��^ \ / \-�� / �N��'N� .\ aonetu, as well as their associated data, work activition, and business (' processes. Citywxorks AK4S and PLL can be used together Vras independent Solutions. TheQtyworko approach in innovative and unique. By leveraging the inherent value and investment ofG|S data, each organization can utilize common spatial data platform 10 manage public assets in the fie|d, ofhom. and warehouse, Cbvwurkn provides e system of record for collecting applicable information to support day-to-day business needs and regulatory compliance, Citywmrhn is scalable, eaoy'to'use, and based on open technology Company History Founded in 1988. Azteoa 8yshanns, began as a consulting firm that provided cartographic mapping support to federal agencies, Aztpca Systems earned a reputation for G|3-oenhic no|utionn, and public works agencies began approaching us for help with their asset management strategy, In 1996, the Cityworks asset management solution was born. Built exclusively on Esri's innovative AncG|Stechnology, Cityworks helps you track historical worh, understand associated conts, establish and streamline w�orkfluws. schedule preventative maintenance, a,nd create data visualizations, In 2007. the company released the first iteration ofQ1yworko PLL, e permits. licensing, and land deve|opmemtsyntem, In 2015, Cityworks was released as a platform designed with a variety of AMS and PILL apps, specialized ancillary apps, and a framework capable mfefficiently integrating with other systems. Organization Cityworkn isafull-service company—a financially strong and closely held corporation, Focused on the development of G|S'centric software applications, Azbaoa Systems <s also capable ofproviding complete imp|onnentadon, integradon, data convension, and process review services, as well as re-nmgineerinO, education, and ongoing maintenance for Cityworks and Chyworkscustomers. Headquartered in 8andy. Utah--a suburban community in the Southern Salt Lake City metropolitan area—the majority of staff is located in the main office. Corporate administration, finance and aocounhng, product development, enterprise sm|utione, client relations, customer support, oa|ea, and marketing are housed in the main office. Regional offices are located in Wisconsin, Texas and Florida housing ountonnersupport. ae|en, and marketing personnel. Additional offices are located in California, Colorado, Missouri, Indiana, Florida, North Carolina, Virginia. and New York, Chyworko is staffed by o comprehensive group of professionals capable of development, impkannentstion, tnaining, customer support, and marketing. Asa Chyworhs client, you will have access to the following teams: ?� Enterprise Solutions includes teams for implementation and project management, education aemioes, and the business partner program. Ckywmrka project managers perform new client implementations and support authorized partner implementations, Depending on the scope of work, an implementation can be performed on'siha, remotely using web-enabled too|o, or using both on-site and remote efforts, Training is often offered by our project management team as part of the overall implementation scope of work for new clients, Sessions can include administration and end-user classes, ortra in-the-trainer classes, each using the client's data. Optional education is offered regularly atCityworks' state-of-the-art training facility in Sandy. Utah. Training is also nagu|ar|yscheduled at our regional offices in Wisconsin and Texas. Web interactive training is also available with uaer, implementation, and administration training offered on a regular basis. Training ia also offered during our Cityworks Conference, The partner program offers enrollment and continuing oupportfor implementation padners, development partners, international distribution padnera, and strategic partners. Each partner has o respective role in providing 10 P eye �4a, TIMMONS GROVP � ~ ^ Asset Management Smftwama, I �0emmgn�tioo, amdSuppodL ' rn City mf Richmond, IN implementation services, develop�ng comp�ementary software solutions, expanding Cityworks outside the U.S., and coordinating long-range business and technology objectives. 2� Products and Deve|oprnent �,!s responsible for software development, VestinQ, research and development, and documentation Cihywmrksiscommitted to innovation and ongoing enhancement of core products, optional apps. pyugins, oxtensions, interfames, enhaocements, and software fixes, A team of software testers rigorously tests the software during development and before release. When bugs are discovered, they are verified, documented, assigned to developers, and scheduled for the next relevant minor release or service pack, or major release in the development cycle. This team also includes subject matter experts within their respective AMS. PLL, 6|S. Storeroom, and other domains. They analyze and test our software, perform demonstrations, suggest enhancernents, review software changes, troubleshoot problerns, and provide education regarding Cityworks technical aspects and industry best practices. Cityvvorks develops donumemtohun for all Cityworka produvts, which is available in several forms,, online he|p, administrator and end-user manuaYs, training nnanua|s, software update guides, help videos, diognsmo, and more, Documentation can be accessed through the www.mycityworks,com customer support website or as online help through the Office, Tablet, and Respond apps. 3. Cityworks Customer Success Management (CSM) is responsible for the ongoing success Of Our clients. This tearn is comprised nf the C8MVeamm and the customer support subdivision. Custmmor success managers strive ho fully understand a new client's project nbjectivea. Customersucmass managers work closely with implementation partners and mevvclients throughout the implementation prnoeoo, which induden- ° Knowing the project impAomentahmngoals and plans. ^ Becoming well acquainted with the organization's key stakeholders and the implementation partner, ° Understanding the responsibilities and involvement ofthe Cbyworkn stsM, implementation partner, and client regarding the project scope. Projects typically consist ofconfiguration, training, third-party integrations, and roH- ouc Upon completion ofthe implementation project, anatura| handoffiscnaa&ad. tnansidonin8thehrsti(neofSupportfnon the imp|ementation partner to,the Cityworks customer support team, 4� After imp|emmntadnn, customer success managers act as advocates for the client to monitor their neadm, prob|enns, and successes, As part nf this process, they help direct clients to various resources, such as software solutions, tra/ning, customer support project management tasks, and more. C3M serves in this role if the client remains active with their annual maintenance, The customer support subdivision is responsible for customer assistance with troubleshooting and other questions. This division is staffed with full-time technicians who address inquiries by telephone, email, self-serve portal, and online chat. Technical support is provided using interactive web-enabled tools. This team also maintains the secure client and partner support webshevvww,mycityworks.com 0c /Azteca Systems, LL C(A �� ' °�D�0" /D ~ �� ~� ~� �� ' �� ,"//�)Y/��/c/� 0�/3�� u ° Sandy, UT (headquartera. 7O employees) 0 Lutz. FL /~� ^.J�, �V�Vvx C�rrn�| }N\,/ _, =�` � . ° DeSoto' TX 76ƒ3� /^��cDJtOme�� ° West Bend, V| � | � 11 � Page ~ mw � TVMMONS GROUP Asset Management Software, Implementation, and Support City of Richmond, IN 2. CAPABILITY AND SKILL Principal in Charge ' Project Manager Project Director Ronald Butcher, MBA, Michael Edwards PMP Lou Garcia,' PMP GISS, GISP Technical Lead Mark,Harrriort„, Citytvorks Business Processes Integrations Configuration Chris Long River Stallings Kyle Kojan Ethan Reuse Zhigiang Zhu WiH Dingus Staff Resources Client ort System Designers Data „ Technicians System Integrators Programmers Field Data Celleetors Trainers 'Engineering Services 410 12IP age TIMMONS GROUP Exhibit'B page 15 of 135 Asset Management Softm/ane. Iod�mnmntmtimn, and ��up�ar[ Implementation,City of Richmond, IN Lou ��68rc'a, P`1",'1'11'�1'1P | Project Director Education BS. Geography and Environmental Planning, Towson Univeroity, 1989 Experience 3O Years [ 4 Years with Timmons Group Location Baltimore, MID Certifications Project Management Professional (PMP). Project Managernent Institute; March 2008 CbyworknAK8S Server; June 2O12 Miller-Hiennen Business Development Training; Oecennber2O05 Staff Management Training-, August 20O5 Opadoi Database Standards for Infrastructure and the Environment2,5 ; (SOSF|E) h1annh 2805 Mapping Grade GP5Training�, December 20O4 Trimble Survey Grade GPGTna�ining, Nuvember2OQ4 Project Management Training, American Management Association; March 2001 AVV|A2O18 EPA Training Lou has three decades of experience in oonao|dng and project management of Enterprise Asset Management, 8|S. 2nd surveying projects, Hehasexperiencesdthatechnioa\ consuhant }eadernhip |eve| ^mapp[yimgane|yticalprmcmosestothe plenninO, design, acquisition amd imp|enmentahomof new and improved business procenous. G[Stoob. prmduc1iVity tOm|a and services. PnsviuuoIyoeming as a G|Gond Asset Management Lmad, he has provided leadership and guidance in support ofbusiness development and with several projects. Lou has significant experience with the Cityworks software having personally configured and implemented the software for many previous clients, Lou's experience in utility, transportation, and telecom design and construction inspection make him a versatile asset for Timmons Group, Select Project Experience * Asset Management Plan — Frederick Water, VA* ° Maintenance Management Strategy Development—Charlotte Water, NC* ° Development Process Tracking/Citizen & Developer Portal —Spotsylvania Water, VA* ° Cityworks ServerAK8S Software Implementation, Charleston Water, SC* ° Cityworks Server AMS ,Software Implementation, Albemarle Water Authority, VA* ° Richmond OPU (wa0ar) CiiyworkoAMS Implementation, Richmond. VA~ * City�works ServerAKA8 Software Implementation, City of North Miami Beach. FL* � Citywnrko Server AMSSoftware |mp|ementation, Grey Forest Utilities, TX * Qtyworho SenxarA&1S Software Implementation, Bartow County, GA ° Cibpworks Server AK8S Software Implementation, Obay Water, CA* = Cityvuorks Sen/erAMS Software Implementation, City of Harrisonburg, VA* ° Cityworkm SemerAyWS Software Migration from CityvvorkaAMS Desktop, Frederick Water, VA* � Cityworks Server AMS Software Implementation & Cayenta Integration, Macon Water Authority, GA* ° Cityworks Server AMS Software Migration from Cityworks AMS Desktop, City of Lebanon, OH* ° Cityworho Server AKMS & PLL Software Implementation, City ofAlpharetta, GA a Cityworka Server AMSand PLL Software Implementation, Winston-Salem, NC* ° Asset Management and Work Order Management Strategic and Implementation Plan, Altoona Water Authority, Aitoona. PA°^ ^ Enterprise Asset Management Strategic Plan & C\tyworks Implementation; DOT/DPW, City of Baltimore, K8U^^ *Projects involving vvater, sewer or storm utility ^Projects completed prior to joining Timmons Group ~ °°� 131 Page ^ ��- - ~° ~ TIMMONS GROUP Asset Management So� wvane. Innplementation. amd Support City ofRic �ond, IN �,on 4utcher, Jr., �,ASP, Principal inCharge Education N1BA, Management Information Systema, University ofDayton, 2800 BS, Computer Science, MaQnmCum Laudm, Park 0nivera\h/, 1994 Experience 24 Years 1 7YearsxvithTimmoms8noup Location Richmond, VA Certifications G|8 Professional (8|GP) G|S Surveyor (GiSS). South Carolina Ron is Timmons 8roup'aAsnet Management group leader, Ron has year's of success with the development, integration and alignment nftechnologies in order to meet customer business needs and achieve corporate goals as well as objectives. Ron is a results-oriented director with effective balance of long-range vision and realistic pragmatism; he is highly adept with devising new strategies, tools and services to provide superior results at minimal oust. His inspirational and collaborative leadership has brought the right talent for building successful, long-term relationships with cuskomers, forging consensus between stakeholders with various priorities, and developing cohesive, high-performance teams ready to meet any challenge, Ron has significant enterprise asset management implementation and system integration for utility customers throughout the United States. Select Project Experience ~ Cityworks 3emerAMS Software Implementation, North Miami Beach FL* ° Cityworks CMMS, Department ofPublic Utihhes, Richmond. VA* ° City of Henderson Water Utility AM8 Implementation, Henderson County. KY~ � Chvworks 3emerAMS Software Implementation, Dtay Water District, CA* � Skagit Public Utilities UeportrmentAMS Citymorhs Tnoinimg, Mount Vernon, VVA° * Cityworhs Enterprise Asset Management System Implementation, Grey Forest Utilities, San Antonio. T%° w Cityworks Server AMS and PLL Software Implementation, City of Fayetteville, NC ° Cityvvorkn Server AMSSoftware |mp|ennenbstion. City of Naperville, }L ° Citywo,ks SemerAK43 Software Implementation, Hamilton County. TN * Enterprise Work Management 8yaham. City of Alpharetta, GA ° Cityworks EAMS, DeparbnentofPublic Utilities, Auburn. AL* ° Cityworka EAK8S, Lofay-1e Consolidated Government, LA ° Cityworks Server PLL |nnp|ernentation. Herndon, VA ° Citywmrks EAMS Gupport, DPW and Environmental Services, Alexandria, VA *Projects involving vvater, sewer or storm uM|ih/ 14 P age °~ �w� - T8MMONS GROUP Asset Management Software, Implementation, and Support City of Richmond, IN ,�,�',JchaeU FzxU��ardS, P��P ProjectK0mnagar Education BA, Public and Urban Affairs, Virginia Tech, 2O11 K8S, Urban Regional Planning, Virginia Commonwealth University, 2013 Experience 7 Years | 7 Years with Timmons Group Michael ise Project K8anegeradTimmonyGroupwithoonsidereNeexperiemceinCityworkscmnnuhingomdenterprise system design gained through work with utilities, state and local governments and private industry. Michael began his career in urban planning where hequick|y gained expertise in G|Seystems. data collection and analysis, Michael now leads the successful imp4ementobonofCityworks/\K4Sand PILL for clients annzsu the United Staten. k8icbaa| has also lead the successful integration of Cityworks with numerous 3rd party applications as well as data conversion from legacy asset management systems, Serving as Our Product Manager for the Timmons Group Portal, our Mobile Inspection too| horCitvworka PLL and variousCityxwnrka p|ugins. K8ichoa| is also capable of managing the development of complex tools that integrate seamlessly with Citvwurks Select Project Experience ° Maintenance Management Strategy Development—Charlotte Water, NC* (Project Manager) ° Development Process T"racking/Citizen & Developer Portal — Spotsylvania Water, VA* (Project,Manager) ° Cityworks Server AMS Software Implementation, Charleston Water, SC* (Project Marlager) ° Cityworks Server AMS Software implementation, Albemarle Water Authority, VA* (Project Manager) ° City of Henderson Water Uh|ityAk4S Implementation, Henderson County. KY* ~ Richmond OPU (vvater) Citym/ork»A[WSImplementation, Richmond, VA* (Project Manager) ° Cityworks Enterprise Asset Management System Implementation, Grey Forest Utilities, San Antonio, TX* ° CiCyvmrks Server AMS Software Implementation, Otay Water, CA' ~ Cityworko Server AKA8 Software lnlp|ementadmn. City nf Harrisonburg, VA* ° Las Gallinas Valley Sewer District, Cityworks AMS Jump Start, Safi Rafael, CA (Project Manager) ° Mid-Peninsula Regional Open Space, Cityworks AK1S Implementation, Palo Alto, CA (Project Manager) * Cityvvorks Geme*AKAS Software Implementation & Cayente Integration, Macon Water Authority, GA~ (Project Manager) ~ Forsyth CountyAM3 Implementation, Forsyth County, GA* (Project Manager) " City of Asheville Cityvvorks AK8S, Asheville, NC* (Project Manager) * Bartow CoAK48 Implementation, Bartow County, BA(Project Manager) ° City of Weston AK89 Implementation, Weston, FL ~ Winston Salem PLL &AMS^VVinston'Sa|erm. NC* (Project Manager) ~ Citywnrkn Fayetteville C)tyvvVrksAK8S Implementation, Fayetteville, NC (Project Manager) ° Cityworks Server A&1S Software Migration from Cityvvorks AK8S Desktop, City of Lebanon, OH (Project Manager) ° City of Auburn, ALCityvvmrksAMS & PILL |mpl*mentndon°. (P/qxartManager) *Projects involving water utility q,*�,V, 151 Page TNMMONS GROUP Asset Management So( are, Implementation, and Support City of Richmond, IN ","'ark ",,arm@n | Technical Lead Education BS. Geographical Sciences, James Madison University, 2Q03 Experience 16Yearn 1G Years with TimmomsGroup Mark offers considerable experience in Cityworks consulting and enterprise systern design gained through work with water utilities, State and local governments and private industry, His capabilities include: GIS systems planning and design, specification design and development, project implementation coordination. G|3 training and end user support. Mark will support our efforts by ensuring our utility geodatabase design and development efforts are compatible with your existing G|3/|Tarchitectu,e, Select Project Eupeheoue ° Asset Management Plain— Frederick Water, VA* ° Maintenance Management Strategy Development—Charlotte Water, NC* ° Development Process Tracking/Citizen & Developer Portal—Spotsylvania Water, VA* ° Cityworks SemerA[NS Software Implementation, Charleston VVehar. SC* ° Cihpworko Server AMS Software Implementation, Albemarle Water Authority, VA* ° Richmnond DPU (water) CityvvorksAW13 Implementation, Richmond, VA~ ° CitywVrks EnterprioeAsmet K8anaQennentSystem Implementation, Grey Forest Utilities, San Antonio. TX* ° CMMS Software Implementation, City of Naperville, !L ° 8tay Water District Cityvworku Implementation, Spring Valley, CA* ° City of Henderson VVohar Utility AyNS Implementation, Henderson County, KY* ° Enterprise Work Management System, City of Alpharetta, GA * CityworksAN15Implementation, North Miami Beach. FL* ° Macon Water Authority Cityworks Cayenta Integration Design & Development, Macon County, GA* Public Utilities City Asset Management and GiSSupport Services (AK8S and Coyenta/Herria |n&egratiom). Skagit County, WA ° CMMS Implementation for Transportation and Environmental Services Departments, Alexandria, VA ° Cityworkn SnmerAK4G Software Implementation, (]bayVVa0er. CA* ° Cityworko Server AK8S Software Implementation, City of Harrisonburg, VA* *Projects involving water utility 161Pege T0MMONS GROUP �^ Asset Management So4 are, )rnp)emnmntadmn' and Support City of Richmond, IN Chris Long | Business Processes Education BA, Geography (Concentration in Geospatial and Environmental Analysis), Virginia Tech, 2011 Executive Master ofScience, Information Systems Management, Virginia Commonwealth University, 2018 Experience 18Yearn Chris ime Business Analyst with a wealth of experience in enterprise asset management strategic planning and Cityworks implementations for a variety of local government agencies, Chris was the winner of the 2016 Commonwealth of Virginia Innovative Technology Symposium (COV|TS) award for the innovative use of open data, by making data available to ckizens, bmoineaoes, and other government entities, He is skilled in applying Zaohman Enterprise Architecture Framework toG|S Architecture, ArnG|S Desktop 10.x, Python Development enAutomation, Spatial Ana|yeis, Spatial Database Engine Administration (SOE) and Cartography. Select Project Experience ° Asset Management Plan— Frederick Water, VA* ° Charlotte Water AKAS Implementation, Charlotte, NC* ° Asset Management Plan— Frederick Water, VA* � York Region CityworksA88S Reimp|mmentadun. York Region, ON � Fairfax County Enterprise Asset Management Strategic Planning, SUormwaher and Transportation * DC Department of Tramportation (DDOT) Cityworks Business Process Redesign ° CityownrksAK8GImplementation, Forsyth County, GA* ° Asset Management Road Map, City of Tigard, OR* * CityworksAyWS Implementation, City nf Madison, WI* K��»f�K& ��&�� | Business Processes Ethan Reuse / Education BA, Geography, Virginia Tech, 201O IMS. G|S8Cartognsphy. University ofWisconsin Madison, 2018 Experience 3Yeera Ethan has excellent GIS technical analytical skills and has worked on GIS field data collection and validation projects for 911, electric power distribution, and water utility location. He has GIS data maintenance and update experience including: parcels. 3tructmrea, addressing, utilities, and natural resources, Select Project Experience ~ CitywmrknAM3 Implementation, Forsyth County, GA ° Chyworkn AK4S Implementation, Public Works, City of Asheville, NC ° Cityworks Data /\udit/Support, 8potsy|vmnxa County, VA ° CitywurksA[WS Implementation, K4idPeninno|a Regional [)pen Space District 17 1 Page TIK�-IONS GROUP � Asset Management Softvmre, Implementation, and Support City of Richmond, IN Education BS, Environmental 8tudien, Virginia Commonwealth University, 2015 Experience 4 Years 14 Years with Timmons Group Kyle is a G|S technician e1Timmmns Group He is experienced with data deve|opment, data ana|ysis. G|S mapping, and project deliverable quality control based on defined parameters He has extensive knowledge ofCitymorks Server PLL and AK8S His skills include working with and understanding Microsoft Office 2010 (Word, Excel, PovverPoint Acoeae), SC)L Server and []nac|e. Crystal Reports, E3R| AroG|S (AroDesktop S 3 1/ 1Ox). and is able to work with AroSOE Versioned Editing Kyle in also responsible for interfacing with clients and conducing training sessions for Citywmrks and Crystal Reports software. Kyle has the extensive knowledge needed to fulfill the requests of any project and has shown tobee valuable asset to our,toann. Select Project Experience ° Maintenance Management Strategy Uevelmpment—Char|oNeVVahar. NC' ° Development PnzcesaTnack/ng/CiMzon & Developer Portal —Spotoy|vaniaWater, VA~ ° Cityworkn SemerAM8 Software Implementation, Charleston VVakar. SC* ° Cityworkn SemerAMS Software Implementation, Albemarle Water Authority, VA* ° Richmond OPU Cityovurkn AMS Traininy, Richmond. VA* ° City ofHarrisonburg, C{tyworksAK8S Implementation, Harrisonburg, VA* ° City of Morro Bay Cityvvorkn APW5 & PLL Implementation, Morro Bay CA ° City of Auburn Implementation ofCityworks Permits. Licensing and Land (PLL) software, Auburn. AL ° City of Brookhaven PLL Implementation, Brookhaven. GA � Upper St Clair Cityvvorhs AK0S PLL Implementation, AMeghany County. PA � Winston-Salem Cityworke PILL Implementation, Winston-Salem, NC *Projects involving water utility D'KUCUus | CitxmxorksConfiguration Education BS, Geography and History, Ennnry & Henry College, 2013 Experience G Years 1 GYearowith Timmons Group Will is a 8|S technician at Timmons Group. He is experienced with G|S mapping data deve|opment, data ane|yais, and project deliverable quality control based on defined parameters, He has full knowledge of Muhtuoe/ environments including ArcSDE, and is proficient in the use of3C)L. Crystal Reports, and all Cityworhs functionality. His skiUs include working and understanding the Microsoft Office 2O1O (Word, Excel, PovverPoint. Acneso). ESR| A/cG|S ( ArcDesNnp 93.1/ 1O,x) is able to work with ArcSDE Veraioned Editing. Will has the extensive knowledge needed to fulfill the requests of any pngeoi and has shown to be valuable on our GIS team Select Project Experience ° Asset Management Plan— Frederick VVa1er, VA* ° Maintenance Management Strategy Development—Charlotte Water, WC* ° Development Process Tracking/Citizen & Oeve|oper, Portal — 3potsy|vmnia Water, VA" ° Cityworks Server AK8S Software Implementation. Charleston VVaMar. SC' ° Citym/orka Server AK8S Software Implementation, Albemarle Water Authority, VA* ° Otay Water District Citym/orka Implementation, Spring Valley, CA' ° N Miami Beach Cityworko AK8S |mp|ement. North [Wiemi Beach, FL' *Projects involving water ub|ih/ 181 PaQe TNMMONS GROUP � Asset Management Sm ,,,�ama, Implementation, md Support CityfRichmond, |N Zh-KD'ang �� | Integrations Education BS. Computer Science, South China University of Technology, 2OO8 K88, Computer Science, Colorado State Univemhv, 2011 Experience 9 Years 14 Years with Timmons Group Zhiqieng is a G|S applications developer mtTimmons Group He has diverse background in design and coding development inG|S'based projects and asfull-stack Net developer on desktop and web-based projects using hybrid programming languages (C#. JavmSor�pt. T-S(]L & PUSC>L) inAgile and Scrum / Konben environment with TDDand SOLID as best practices. Hecmmmunicatos effectively with clients and product manager to prioodzede|ivorab|en He /s flexible in roles and always ready to help others to ultimately achieve team goals. Located in Richmond, VA. Zhiqieng learns new technologies quickly to adapt new requirernents while delivering quality work product on time. Select Project Experience ° Development Process Tr-acking/Citizen & Developer Portal — Spotsylvania Water, VA* ° N Miami Beach Cityworks AK8S |mp�emant. North Miami Beach, FL* ° Macon Water Authority Cityworks Cayenta Integration Design & Development, Macon County. GA~ " Implementation of Cityworks Permits. Licensing and Land (PILL) software Auburn, AL ° Skagit Co Cityworks Mobile Implementation, Mount Vernon` VVA~ ° Cityworks PLL Public Portal, Fayetteville, NC ° Tallahassee Portal Modifications, Tallahassee, FL ° Winston-Salem Cityworks AMS/PLL Implementation, Winston-Salem, NC* *Projects involving water utility 'Yyer Stallings i Integrations Education Computer Information Systems, ITT Tech, 2O11 Experience 8Years 14 Years with Timmons Group River is an Applications Developer atTimmonu Group, He is experienced with software deve|opmentinduding web, desktop, and console applications, server deployment, data analysis, unit testing, and database development. His skills indude C#. PHP, Ruby, JavaSonpt, J0oery, CSS 3, HTML 5, Bootstnsp, Net, MVC. UX design, ESR| JavaSoriptAP|. Goog|e Maps API, Pub|ioStuff AP!, Cityworks API, and SQL and D/ao|e database scripting. Located in Richmond, VA. River has the extensive knowledge needed to fulfill the requests of any project and has shown to be valuable on our development team. Select Project Experience ° Development Process Tracking/Citizen & Developer Portal — Spotsylvania Water, VA'r ° Cityworks SemerAK4S Software Implementation, Charleston Water, SC~ ~ Cityworks Server AMS Software Implementation, Albemarle Water Authority, VA^|mp|ementation of Cityworks Permits. Licensing and Land (PLL) software, Auburn, AL ° Cityworks Implementation, Sugar Land, TX ° Cityworks PILL Public Pmr\a|, Fayetteville, NC " PILL Portal, Shawnee, KS ° Tallahassee Portal Modifioahnns. Tallahassee, FL ° Winston-Salem CityvvorksAK8S/PLL Implementation, Winston-Salem, NC *Projects involving water utility =�*1�_ 181Page - m� � TIMMONS GROUP Asset Management Software, Implementation, and Support City of Richmond, IN REFERENCES QUAINFICA7'�ONS: Vendor must liavc dic capahility and capacity in all respects to fully satisfy the contractual oqmrcnicNu. Indicate the |cnuUh o[hooc you have been in business providing this type ofoccvicc and/or product. Yruoy, __|U________B�ont�s Provide a list ofat least five (5) accounts, preferxhlygovcrunncntui that your Fiomhas provided similar goods and/or services. 9LB/\SE PRINT OR TYPE, 1� FIRM NAME: City of Auburn. AL ADDRESS: 144 TichmnnrAvenue' Auburn, AL 36830 CONTACT PERSON: Christopher Graff T|TLE� Deputy Chief Information Officer PHONE NO: 334.501,7207 E |L ADDRESS: cgraff@aubmrnalabarria.org SCOPE OF SERVICES PROVIDED: The City of Auburn AL contracted with Timmons Group for implementation of an Enterprise Asset Management System (EAW1S) for their water distribution division. Through extensive evaluation the City chose AztecaCityvvmrheay their asset management platform, Timmons Group implemented the Cityworks Server technology to strearnline and improve the way the City handles service request routing, tracking and management and for improving the work order management process. Timmons Group and the City'o staff took part in a business process analysis and business improvements phase of the project that resulted in a clearly defined Cityvvorko configuration and a formal set of standard operating procedures. This process also produced an implementation approach that can be easily replicated by other departments oothe City moves forward. As part of this implementation Timmons Group integrated Citymorha with the City ofAuburn'n existing Utility Billing System (Tyler Technologies Eden), By integrating Cityworks with the existing Utility Billing Systern the City has been able to leverage all of the functionality ofCitywmrkswhile maintaining their current utility billing business process. In addition, Timmons Group implemented Cityworka PLL and the Timmons Group PLL Portal, NUMBER OF YEARS SERVICING F|R0H� 7 2� F|RL01 NAME: Spotsy|vania County, VA ADDRESS: OOO Hudgins Road, FrederinkoburQ, VA 22408 CONTACT PERSON: Erik Ray TITLE: Engineering Data Manager PHONE NO: 54O.507.78O9 EMA|LADDRE8S: ensy@spotay|van}a.vo.us SCOPE OF SERVICES PROVIDED: Timmons Group assisted the Spotsylvania County Department of Utilities and Public VVmd4n by conducting g Citywnvko AK8S audit and providing a road map document to better improve its efficiencies. Our team has led on-site workshops 10 meet with users within ooFtaio functional groups and have developed recommendation and initiatives to improve the user experience within Citywurku, Timmons Group also implemented Cityworkn PLLhn assist the County in handling its ud|ib/ permitting workflows. As part of this solution, the Timmons Group PLL Public Portal was also implemented, This proprietary solution enables contractors to go online to apply for, udh, and track permits and inspections. In addition, our team will be implementing Ckyworko AK8S with the County's treatment plants. NUMBER OF YEARS SERVICING FIRM: 1 ,°°*~��_ 201 Page ' w� � TIMMONS GROUP / Asset Management Son�ware, Implementation, and Support City mfRichmond, IN 3. FIRM NAME: Otay Water District ADDRESS: 2554 Sweetwater Springs Blvd,. Spring Valley, CA 91978 CONTACT PERSON: Adolfo Segura TITLE: Chief, Administrative Services PHONE NO: O19.G47,2222 EMAIL AQORES8� AdoMb,SeQuna@otaywe&er.Qov SCOPE OF SERVICES PROVIDED: The [)tsy Water District contracted with Timmons Group for implementation of an Enterprise Asset ManagementGyntom (EAMS) for their water, recycled vva1or, and sewer systems. Through extensive evaluation the District chose Azteoa Cityworks as their Asset Management platform, Timmons Group implemented the Cityworks Server AMS technology to streamline and improve the way the District handles service request routing, tracking and management and for improving the work order managernent process. Otay also UtiliZeS the analysis built into Cityworks for Capital Project planning, asset |ihaoyc|e costs analysis, eh:. NUy0IZERC)FYEARS SERVICING F|RW 5 4� FIRM NAME: City of Harrisonburg, VA ADDRESS: 409 South Main Street, Harrisonburg, \AA228O1 CONTACT PERSON: JackThyuon TITLE: K8|S Coordinator PHONE NO: 54OA327794 EMAIL ADDRESS:jack.tbyson��harhoonburgva.gov SCOPE OF SERVICES PROVIDED: The City of Harrisonburg, VA was looking to implement a Citywnrks Server Asset Management 3yohsm for their S8ormwater. Water, and Sanitary Sewer departments. Timmons Group`n approach was centered on three major program components: Program and Change Management, Core Software, and Department- Specific Implementation. Our approach also included the implementation of Cih/wnrks for the City's Qperodomn, Engineering, Finance, and Customer Service departments, NUMBER [}F YEARS SERVICING F|RW4 5. FIRM NAME: Henderson Water Utility ADDRESS: 111 Fifth Street, Henderson, KY42420 CONTACT PERSON: Rodney Michael TITLE. Director ofField operations PHONE NO: 27O.R26.2824 EMAIL ADDRESS.- michae|r@hkywaterorg SCOPE OF SERVICES PROVIDED:The City of Henderson contracted Timmons Group for implementation of a Geographic Information System based work order management system (VVQMS) utilizing Azhaoa Cityworks software, Through extensive evaluation, the City chose Azteca Cityworks as their work order, managernent platform, Timmons Group was responsible for n*p|aomg the City'y current management system, Hansen Enterprise Asset Management Software with the improved Cityworko Serve/ AK4S technology. The new software will assist the City to streamline and improve the way request, work order and inspection needs are handled as well as the overall improvement of their work order management process. NUMBER OF YEARS SERVICING FIRM: 5 21 ! Page TVMMONS GROUP . . Asset Management So are, Implementation, and Support City of Richmond, IN Y / MetroConnec tS Metropotitan Sewer SubalaUritt Auilual Artmao Way 1 Grer notIlle South IC 4rotma 1906 tfkpa 44 If 804 17/4/71 rnetroconnectc,ore July 30,2018 Ron Butcher Timmons Group 1001 Boulders Parkway Suite 300 Richmond,VA 23225 Ron, I wanted to pass along to you MetroConnects appreciation for the effort of your team in getting Cityworks operational for our wastewater collection utility.This effort represented a huge effort on everyone's part,but it was the experience and skills of Mark Harmon, Kyle Kojan,and Michael Edwards and Lou Garcia from a project management standpoint that made it a success. As a small utility,this initiative was a huge investment with significant risk from our perspective.We carefully chose what we thought was the right software solution for our organization, but it is how it is implemented and supported that makes the difference between success and failure.After a bit of a rocky start to the process,we settled into a methodology and pace that we all could sustain and began to see the start of a solution.Timmons was instrumental In applying best practices to the myriad needs we identified and showed keen technical skills and rapid response to issues that were encountered. Over the course of many months,with the support of Timmons our vision has become a reality.After 6 months of being live with Cityworks,we are now starting to see the hoped for payoff in process streamlining as well as the benefits of centralized and improved data management.All of these things makes it possible for us to provide outstanding service to our customers,contain costs,and perform over 99%of our maintenance work proactively. Cityworks has become a key component of the Asset Management Program at MetroConnects.Looking ahead,we are continuing to refine workflows, planning for a major software upgrade,and exploring the use of Cityworks in other areas such as facilities maintenance.We are counting on the expertise and assistance of the Timmons team for our continued success.Thanks for the Timmons team's support. Sincerely, 7„," ) 4 )2 Michael Blake Chief Information Officer tip 221Piqc TIMMONS GROUP Exhibit'B page 25 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN \ If K.A "Fon)"Rojas Macon Water Authority Members Executiw Derector Pre,sidewr Samuel I I tar Sr Chairman 790 Second Street*P.O.Box 108 hank Patterson,Vica-Chairman Macon,GA 31202-0108 raversJvwi 1.111CaS (478)464-5600*FAX(478)750-2007 Dorothy"Orn"C.Black V kit Us(a) t VtrwWmacon ater.org Dwigh Junes lien Ilivins„tit October 11,2017 Gary Bechtel Timmons Group Lou Garcia,PMP 18819 Fox Chase Court Parkton,MD 21120 Dear Mr,Garcia, I am writing to express my professional thanks and appreciation to Timmons Group for assisting us in not only integrating Cayenta with our existing Cityworks instance,but also for the help we have received in upgrading our Cityworks,our GIS and our IT infrastructure. I can without a doubt say that without the professionalism displayed constantly by the Timmons Group we would still be floundering and would not have our Cayenta implementation,and the necessary integration to Cityworks anywhere near where it is today. The work required to integrate Cayenta with Cityworks has been a constantly changing scope of services. This is not due to Timmons or to Cityworks but rather to needs arising from Macon Water's and Cayenta's staff working out the details of the project,the unfamiliarity with what a scope of services to do this successfully would entail,and changes in key staff members. Timmons Group from the outset informed us of some of the challenges arid has been not only extremely flexible but from a resource perspective extremely accommodating„ They have led us through this integration and have worked in lockstep with our changing needs,requirements and an evolving project schedule. We have continually asked them to do more and they have not failed to respond and have not disappointed us in their ability to understand,help us to correct course and deliver on time and on budget. Although we do not plan to GoLive with Cayenta until early December,Timmons has been assisting us for close to 1 year now to make not only our Cayenta implementation successful but has also designed and developed the integration with Cayene so that it will be real time. During this process they hell • us to design and to redo numerous workflows and business rules for the interaction between Cayenta and Cityworks to be successful. As I mentioned above they have also assisted us in improving our use of Cityworks, helped us improve our GIS data and also helped us to improve some of our GIS related IT infrastructure. I would,without hesital n highly recommend them for not only working with anyone who wants to integrate Cayenta to Cityworks but also to implement Cityworks,to assist with GIS and also IT hardware issues, They have never backed down from a challenge we have presented to them and have constantly delivered success. Macon Water would not have a problem continuing our working relationship with Timmons Group for a wide range of services. 'iarold D.Blevins Director of IT Macon Water Authority 23 IP age gip TIMMONS GROUP V 69 ti I n+114 A,.Na vub Y1,11,81, NYI,IRK Exhibit if-3 page 26 of 135 Asset Management Software, implementation, and Support City of Richmond, IN City of Auburn HMV Of Al.bUrrl univoviy June 29, 2015 Timmons Group Ron lick:her 1001 Boulders Parkway Suite 300 Richmond, Virginia 23225 RE: Citytworks*Enterprise..,,Isset Management,Vstem Implementation Ikar Mr.Butcher: I would like to take this opportunity to express my gratitude and appreciation for Timmons (iron)'s performance on the implementation of our Enterprise Asset Management System over the pa sit several projects(water distribution division,sewer collection division and public works department).We have been extremely pleased with the software provided by Azteca Systems, Inc.(Cityworks)and services provided by Timmons Group. 'I hose tasks required defining our business processes,building integration between enterprise systems and contigitring Cityworks to streamline and improve the way the City was currently handling service request routing,tracking and management.This dramatically improved our work order management process,much due to your staffs demonstrated know ledge,expertise, diligence and resoitreefulness„ Timmons Group's expert implementation of Cityworks has opened a new future of asset management system capabilities and addresses the City's mission of providing quality, responsible senices to its citizens. We are proud of the solutions we have built with'Timmons Group and hope to continue leveraging our relationship to further develop solutions to maintain an excellent quality of life in the City of Auburn. Best regards, Christopher Graff,GISP GIS Manager,City of Auburn 144 Tichenor Avenue • Auburn,Alabama 3683(1 (334)501-7260•FAX(334)501-7299• ww uburnalabaina,org a 2 4 1 g TIMMONS GROUP Exhibit 73°page 27 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN 3. SERVICES PROPOSED UNDERSTANDING OF THE SCOPE Timmons Group understands that Richmond Sanitary District(District) is requesting written proposals from qualified vendors to provide a fully integrated GIS-centric, Enterprise Asset Management System (EAMS). The intent of our response to this Request for Proposal (RFP) is to detail how Timmons Group will partner with The District and provide the associated technical services to complete related installation, configuration, data conversion/migration, implementation and training services to maximize the use of the selected Computerized Maintenance Management System (CMMS)/EAMS. Additionally, the Timmons Group understands that The District is interested in a fully integrated solution that provides all the functionality identified and related services including mobile functionality. Our proposal provides the scope of work, project plan, costs, and other information regarding the functionality and implementation of the system. Under the direction and guidance of the District, the Timmons Group team will provide services and desired deliverables of the selected CMMS/EAMS software application as outlined within the RFP. The Timmons Group team will furnish all software database licenses, labor, materials, data conversion, data mapping, training, equipment and supervision necessary before and during implementation of the software. The Timmons Group team will also supply training, troubleshooting, and support services after full implementation, The Timmons Group team understands that the City of Richmond seeks to implement a Computerized Maintenance Management Software (CMMS) or Enterprise Asset Management (EAM) solution to advance current practices and replace a legacy system. The desired system will be a customizable commercial off-the-shelf, state of the art product that will support Richmond is CMMS & asset management program. In addition the ideal Vendor shall have experience in successfully implementing the proposed solution at cities or similar public agencies with similar size and requirements to Richmond . As detailed throughout the proposal and the functional requirements matrix in each question section, Cityworks Server AMS meets or exceeds all of Richmond s technical requirements, However, we understand that one does not simple install software and move to effective use without the help of an experienced professional services team to help guide you through the work flows, business requirements and day to day activities to effectively utilize your chosen technical solution and leverage it to its full potential, Timmons Group, through our well-honed implementation methodology, successfully used at multiple cities, water, waste water and storm water utilities across the US, will provide a proven approach to reviewing existing business processes, helping to revise them to effectively exploit not only Cityworks but also your existing data and resources, all while adhering to existing business or regulatory rules and policies, This will lead to an end user driven configuration of Cityworks so that the paradigm shift of changing technical platforms is embraced and the critical data required to perform analysis, run reports and provide for data driven decisions can be realized. Additionally it is our intent to complete the implementation of the project and leave you fully self-sufficient in the operation of, future configuration changes of and use of the data analysis tools Cityworks provides, through our proposed role based training and knowledge transfer throughout the project. Timmons Group is currently working with several utility clients to maximize their use of Cityworks by assisting in developing items such as asset management plans, maintenance management plans, AWIA 2018 certification, maintenance management strategies, and the tracking of development activities, permits, and inspections as they relate to water utilities leveraging both Cityworks Server AMS and Cityworks Server PLL. 1. Otiv,19pAst,t 11,41,1„, 1,101,10,1t1,000,#,0,1,r14#41',' „ Registry „Jr What is the current 2.What is my required state of my assets? level of service? 1, source EPA Asset Management Guide Build AM Plan ter Demine Fundin Optimize Capital ,.Optimize Oa:MI StrategY 'investment 5.What is my best long-term 4.What are my best O&M and 3.Which assets are critical funding strategy? OP investment strategies? to sustained performance? 25 IPage TIMMONS GROUP Exhibit'B'page 28 of 135 Asset Management Software, Implementation, and Support City f Richmond, IN In regards to projects similar to Richmond. Timmons Group has worked with well over 85cities and udhbns to implement Cityworks. During this hme, we have migrated clients from Oracle, W1eximo, Hansen. Luoity and others to Chyworka successfully, We have also migrated existing data from these platforms to Cityworks successfully, VVe average 2to3 integrations perCityworko imp|ementation, so over the course of our 85+ projects we have achieved well over 175 integrations. The most common of these integrations germane to Richmond are to a financial systern, SCADA and utility billing, While SCAOA is always aonm-mey integration the financial and utility billing are almost always bi-directional. Specific to Richmond we have per-formed multiple Cityworks to Financial general ledger integrations and we would be happy tm share details o/these with you, AsRiohmnondis looking tomove from either legacy systems ormnsystemat all to the chosen solution, you will hewell served to take the effort to address change management, After all if the system is not used, and not used pruper|y, then the project inourviewwiUnntbenucomssfu|. Our approach includes change management on multiple levels and vvehave done our best to detail these strategies and we have included them in Our scope of services being proposed. These best practices and our strong cmnsu|ting, ensure thotCityworks fits properly within your organization, This is what differentiates Timmons Group from all other Cityworks business partners, We are, after all, a Platinum level business partner for a reason. The implementation approach typicaUy, used to implement CityworhsA&1S is to have a Cityworhm Business Part er lead and perform the majority ofthe tasks fora auooessfu| implementation. The implementation methodology detailed below is to be considered Timmons Group proprietary information as it has been honed by 17+ years and 85+ Cityworks implementations, Timmons Group understands thiat Richmond desires 0o have o majority of the implementation led and performed by our resources. The Timmons Group team will provide our expertise and vast experience at understanding ISO 55000. APVVA /V/VVVA. industry and Citywmrks best practices during the implementation and how they can relate and be leveraged byRichmond The Cityworks Server AMS solubon we are proposing is capable of performing all of the technical requirements desired by Richmond . However, this does not indicate, nor is it true, that simply by purchasing and installing our solution that You will be performing Ck8MS and asset management to the level you desire; nor will You become more effective a\ performing all of the various tasks associated with the desired level of CMMS and asset management. When Timmons Group works with our clients to address their Asset Management needs we prefer to utilize the ISO 55000 definition which states: "Asset Management capabilities include processes, resources, cgn/petenc/�s, and heohnoloq/estmenable the effective and efficient development and delivery of asset management plans and asset life activities and their continual improvement.^ 'as defined by ISO 5500D When reviewing this definition, Cityworks Server AMS certainly fits the technology section and addresses this extremely well. ISO 55000 also states that Asset Management is: the coordinated activity of an organization to realize value from assets. In order to meet the ISO 55000 definition and to reflect the goal of realizing value, the areas ofsoocesses. resources and competencies must be first recognized and understood and then a plan must be enacted to address them and to fold them into an overall plan, of which Cityworkn Server AK8S can be a part of. Timmons Group proposes\o work with Richmond to refine your existing orto create new workflows, following existing business rules and other criteria no that Richmond can leverage Cityworkato meet your C&1MS and asset management goals. It will be our intent to ub|iza these processes and to ''hveak^ them as necessary to include best practices, |3O 55000 guidelines, ASCE. & AVVVVA Quido|ineo, and to fully and effectively utilize the full capabilities ofCityworks Server AMS, This initial business process analysis provides our implementation team with a detailed look into the everyday processes marshaled byRichmond staff. A primary objective of this task is for Our implementation tearn to review and understand how Richmond conducts business and manages its assets. The ultimate goal (sto provide knowledge to supportandenab!eourimp|ementeUonteamtoproper|yoddreosthetechno|ogice| impantsoftheCityworksServerAMS deployment and Richmond in order to understand the technological impacts and the non-technological impacts related to business processes and workflows that make up your vision. Realizing your vision, hovvever, can be challenging. It will reguirenhango—nevvbehoviorsandnewski||s |t will also require a solid foundation q[well-defined business processes and solution requirements, But before any supporting |T tools can be configured, there must beclarity on the organization's core processes: the workflows for key steps and sub-steps, and what data must be collected at which ~°,w* 261 Page -~ `�� .�� TIMMONS GROUP ^ ^ Asset Management SPftvvenm' Implementation, and Support ' City of Richmond, IN points to inform which decisions. By analyzing business processes in a structured way, one streamlines the technology and data needs and, perhaps more importantly, one can identify tangible improvement areas for quick wins. Engaging Timmons Group esa partner om your Asset Management programs will yieldthe results you demand, Many years of important lessons learned will be available to you and your stakeholders throughout the life of your program. Regarding group specific consulting, Timmons Group brings not only geospatial and information technology professionals to assist with the implementation of the Cityworks Server AMS solution, but also subject matter experts in the fields of uV|ideo, civil engineering, trannportadon, p|onniny, asset operation, and memtenancein multiple asset class ihcadono. You will have the Opportunity to work with Our planning, engineering, geospatial, and technology subjectmatter experts who will share over a century of combined ideas and solutions with you in support of your greater mission. These resources will be available to the project team to assist with best practices as Cityworks is configured uniquely to each Functional Group and Cityworks is configured around each Functional Groups business processes and workflows. These subject matter experts will review the proposed configuration workflows for best practices and address the "do they make sense" questions, prior to Timmons Group submitting the proposed work flows for Richmond approval. Richmond . no doubt, faces a critical turning point under the pressure of aging infrastructure, deprived maintenance routines, and finaincial pressures, Staff must manage its onmets, collect and analyze informahon, and provide long-term value to the public. Under this project You have the opportunity to leverage data and technology in new ways and to leverage processes and asset analytic techniques. Beyond the immediate process efficiency gams, your Asset Management program can help affect real cultural change within the organization, Positions once dedicated to reactive maintenance can evolve into positions focused on preventative maintenance, analytics and structuring controlled 'experiments' in a quest for more capital investment. Truly, you have an exciting opportunity. Based on our experience in leading Asset Management transformations and the related implementation of Cityworks SemerAKHS, we believe you need o very specific type of partner. You need o team of advisors who are familiar with core asset management processes and workflows yet are able to translate business requirements into technology specifications, You need a team 'that are, both CMMS functional consultants as well as an asset management consultant. The CMMS functional Consultant is typically focused on the design of the failure code hierarchy. Whereas the asset management consultant is focusing on the failure analytic design to be used for identifying bad actors, drilling down on failure modes (and causes), arid making more informed decisions. In short, you need seasoned professionals with a bias for action and pragmatism as opposed to academic purity. You need organizational change experts who know how to connect with the front line os well as the executive suite, to ensure there is top-down support and real momentom for the journey. We Would suggest that you also need partners who think hohstically, from maintenance operations to technology to the supporting areas of Richmond , in order to ensure that your CMMS and asset managernent plan anid Cityworks Sen/erAMS are configured for long-term success. Our proposed scope of services will see Citywnrko Server ANIS implemented with the following ass*tgroups� o Water Distribution o Wastewater Collection o 3tmrmweter o Streets/Paving o Parks o Signs & Signals Upon receiving a Notice to Pnoceed, we will commence with imp|ernendng Cityworks SemerAK8S with Richmond . The implementation and training will consist of Transition Management from current system(s), Asset Lifecycle Menegemen1. Work Orders, 8mmioe Requests, Inspections, Parts/Supplies Inventory, Preventive Maintenance ScheduUnQ, Report Writing, EsriArcG|3 integration, mobile deployment and System Testing. The tasks detailed below are designed to meet the full requirements of the RFP from the perspective of providing the required professional services to meet the full requirements as detailed within the RFP, This approach utilizes the methodology detailed within the Phasing and Tasks below, to deliver asystam configured 10 the Richmond approved business process and workflows developed within this approach. ^ Organizational Change Management Within our processes Timmons Group will analyze the existing staff assigned to manage and utilize Our proposed solution and corresponding work flows and business processes. VVe utilize the approach outlined below: 271 Pa ge T8MMONS GROUP ^. � Asset Management Software, Implementation, and Support City fRichmond, IN 1.Cleodv define the change and align it tn business goals. It might seem obvious, but many organizations miss this first vital step, During the workshops outlined within our scope of services Timmons Group Will lead Newport News through this part of the change managernent process, We will seek 0o understand your business goals, business rules and merge these into your~0o-be~ workflows that will be our guide for the configuration ofCityworkn. It's one thing to articulate the change required and entirely another to conduct a critical review ego,�'st organizational objectives and performance goals 0o ensure the change will carry Richmond in the right direction strategically, financially, and ethically. This step can also assist Richmond in determining the value ofthe change, which will quantify the effort and inputs that will beinvested, Key questions: ^What dowe need k»change? ^Why in this change requimad? 2. Determine impacts and those affected. Once we know exactly what Richmond wishes/needs to achieve and why, we will seek to understand the impacts of the change at various organizational levels. We will review the effect on each business unit/functional group and how it cascades through the organizational structure to the individual. This information will start to form the blueprint for our training plan, ao that we can mitigate the impacts of the proposed changes, Key questions: ^What are the impacts mf the change? ^Who will the change affect the most? ^ How will the change bereceived? 3. Develop a communication strategy. Although all end users should be included within the decisions, and design of the proposed changes, the first two steps will have highlighted those employees that the Cityworkn imp|ementet(ontoann needs to absolutely communicate the change to.Timmons Group will communicate the proposed changes via a review of the proposed workflows via a N1SVisio diagram that will be reviewed with the appropriate stakeholders, Key questions: ^ How will the change becommunicated? ^ How will feedback bemanaged? 4. Provide effective training. With the change message out in the open, it will become important that the Cbyworkoimp|ementadonteam communicate to the end users that they will receive training, structured or informal, to teach the skills and knowledge required to operate efficiently as the change is rolled out, This will form the basis for the development ofo.m Training Plan. Key questions: ,What behaviors and skills are required to achieve business results? ^What training delivery methods will be most effective? 5. Implement a support structure. Providing a support structure is essential to assist employees to emotionally and practically adjust to the change and to build proficiency mfbehaviors and technical skills needed to achieve the desired business results, To help employees adjust to changes to how a role is performed, we highly recommend that all roles receive representation in the initial workshops. Key questions, ^ Where is support most required? ^ What types of support will be most effective? G. Measure the change process. Throughout the change management process, a structure will be put in place to measure the business impact of the changes and ensure that continued reinforcement opportunities exist to build proficiencies, This will be done via the delivery of the existing workflows as well as the delivery of the proposed workflows and a review of the proiloosed workflows with stakeholders. 28 Page TIMMONS GROUP • Asset Management Software, Implementation, and Support City of Richmond, IN Key questions: • Did the change assist in achieving business goals? • Was the change management process successful? 29 P e TIMMONS GROUP Exhibit'B page"J2 oil3b .....„ ...,.. ...,... ..„......... Asset Management Software, Implementation, and Support City of Richmond, IN CITY'''.:,,,,,,,'"'"'",,,,(ORKS AMS DESCRIPTION As a global leader for public asset management,Cityworks designs, creates, promotes and advocates GIS-centric software as a best practice to strengthen smart communities.We recognize GIS as the authoritative system of record for local government and public service organizations. Built exclusively on Esri's innovative ArcGIS technology,Cityworks offers a robust system of record, engagement,and insight for public asset management. or4 11 5151;010 4 kiiiir!:140,4,,,,..,,,., 11(4°kk....4 4. , 00 kritallkk • .., . „ . - °""'"'"''''''''!','%4„40":77,111°"'"''"iii 4)0 1 k,2 i„ • 4., i.,... .".........,... of, ,,i. 0,,,,10::. •••",,,,,...,..... 0„.„ •. '''''''....'•'"..'•7•:•-••,•,,,,,,,!!•10., ir p,.:,,,,,,,!: $4,. immook,:,:.... ,, •k . 1 • 0 . ,i7k.,,, . V. 5.4.„......'•. Fiq: tf:" •-. Of . • ••••••••••••••••oof. f Ak -' k %:40 1WORM4,0 .....0..........,t, . 41...:........:0,....,., 4,„i,.,„„,,,,!,,,,,1 :.,.,. 0, P" 0 , ,.•.','.:.:,..V.. .:1!.,,!,.!,:!,,....,,,,, ..p,z11. ,,,,,,,....4m,Myitu: 514"'....„,,„,::„.„yeix,: • ',..,41.4,,,.,.., --,•-•-,.,,,...',"....' .,,,,5,0,,,0""' .6...3.•.:•1...iii,,,N.i•••••s•iie 1 k,g,0. Not,;,4:1.:.•.,•• :„.„,,,.,..,••••••••,-A7.?%16,,,,N i,;,,''.:•;•!;!,, . ......„....„,,,,,,,,, ,•:i., „,,,•,,,:,,„,,.,,..„„:„..„.„,„,„•,,,,,,,•,,,,..,..,.,.. ,...,•••1..„,.:::.:.„,1.,...--141;••,...............1 pi.,,,.;.••,,..::••.......,,:.,.,.:11,moa: .,:,....„,. ...,::.,•:,.,..,:,•,„.,..,.•,;,,,,,,,,,,,•,„„Age !..,H•• ...,••••••••••„,,,,gi'...at ••".'..*....: . '1' .•!,,17izior,...,•••••• . ,,,,,,d li .,i.3 .•p i,:•,' !1!,,,,,,„,,,..,.•••,,..'",,4",•,,,. Lit„,;„,,i,,„,,„„t caltie. •,,,•.••.•,.,::.,.:7 .:••...•.........,.. g:-......1.,!0.:,,:•!,n,••• •••.....• 1.....1,•,• ::••'.,i...,0.• ...... ..:•••)••!.0. :'....'•... ,•,..r!...::.:•'......,•,•11, .••••:•(,,,..1.,,,..' .••••••••!••••::•..‘,.•‘•:.•111H••,••••••••:.•'''''' ' The Cityworks platform Cityworks AMS (Asset Management Solution) provides powerful tools for asset management,customer care, and work management,while Cityworks PLL (Permits, Licensing, and Land) provides tools for tracking permits, licenses,planning applications,business and regulatory processes, engineering approvals, and code enforcement cases from beginning to end. Cityworks AMS and PIA,are fully integrated, allowing GIS asset data,service requests, work orders, and inspections to be viewed in the same environment as GIS parcel data, permits, and licenses. Cityworks is designed with built-in applications.that provide end users with optimized office or mobile experiences for their specific tasks.Office contains full functionality and is designed for a desktop environment while Tablet enables full asset management on mobile laptops and tablets. Both utilize a javaScript map. Optional mobile apps are available, including Respond and native apps for iOS and Android. Respond is an app which enables mobile service requests,work orders, inspecti OTIS,and PLL case management on an interface optimized for tablets and other mobile devices. Mobile native apps for iOS and Android are available for task-based. usage when completing service requests,work orders, inspections, and PEI,cases. While Respond requires a constant network connection,the mobile native apps can be used when a network connection is not available. Cityworks can be set u.p on-premises or as a managed deployment of Software as a Service (SaaS) with Cityworks Online (CWOL) hosted in a cloud environment. Cityworks utilizes cloud computing to access resources on the Cityworks platform, either on-premises or from Cityworks Online coupled with ArcGIS Online. Within the cloud, Cityworks generates data requests for the various Cityworks apps including Cityworks web forms and the Esri web map. Cityworks initiates data requests to feature services for resources available on ArcGIS Server (or ArcGIS Online if using CW01.).A Representational State Transfer (REST) service is used to return a. snapshot of the relevant GIS data to the Esri web map used by the Cityworks apps. 30 1 TIMMONS GROUP Exhibit'a page 33 of 135 � Asset Management So��anm. Implementation, and Support City f Richmond, IN [it addition toCityw/orksapAs, JuvuSoip\Object Notation M5ONl web services have been developed Uzallow integration with third-party Cityworks-centric applications to satisfy the needs of your organization.Al-Ils are licensed separately arid require configuration services. Web GUS~centr^c Cityworks fully leverages an organization's investment in spatial clata. Designed on the premise that a (ieographic [ob,cruatiou System (G|3) is axmpecior platform with which to ocgaoize, store, arid cnooagc asset (networked arid non-networked infrastructure) data, including location, connectivity, detailed attributes, maintenance and case activities, and historical data.The following are characteristics ofa Cityworks GIS-centric solution: * (Jtilizes the ArcGJS geodatabase and only the geodatabase as the authoritative asset database for all assets dispersed or condensed (Without variance), requiring no interface, no syncing, and no redundancy. w ADnvvs h,,00axinoucn flexibility in designing the asset database for virtually any asset, dispersed or condensed. Design arid create it in the geodatabase and a Gl3-centric software is configurable to it and not the other way oround. * Builds on the geodatabase as art "open" and intleroperable database, inherently spatial, with well-known and understood data structure elements. 1"he asset data cataloged and maintained by an organization in the geodatabase are not owned by the software venclor.The organization fully owns and controls their clata. * Relies solely on the Arc(;1S feature services arid database connection methods to update and access the authoritative asset data to asSUre data integrity, qUality assurances, and constraints are inaintairwd. * Can access an ArcGIS web trial) Without Constraints.The applications are configurable to use the web niap oxis arid do riot requirea vendor-specific web rnup * Supports single sign-on identity.Art organization can choose AGOL or l"ortal for ArcGIS as their identity storehouse arid the GIS-centric sciftware arid associated apps will support this with a single sign-on. By utilizing a web (;IS-centric model, our clients build only one database in an open arid shared environnient, Our clients that had already started their GIS development understood the benefit immediately. Those that had not started began to see how Cityvvorks could help tbonn build tbeirC[S and lower costs byusiogthe asset inventory capabilities to create the attribute inforniatioii associated with their infrastructure. Rather than paying twice' clients create both the graphic and attribotc information simultaneously. Cityvvorko provides au intuitive user interface—one that riiii-nics the business processes (service request, work order, inspection, permit, license)--to ocutc, manage, and access data vvhi}o using Cl3. �� Record System ��n ��K�nu4 �c*u n�~_.~~ Asset management can only be performed with an aCC.Lirate asset i rive rito ry.Today, most asset management systems have incorporated the practices ofasset and maintenance management into a single application. Cityworks is unique in that it also brings the location component of these features into the systerli environment. (Jsing embedded ArcGIS software, Cityworks brings together powerful technologies in an easy-to-usep|at6nrro while performing both asset and nuointcoauoomanagement. The inventory o[capital assets arid infrastructure is maintained iuthe gcodatabnsa. Oy using the G|S tools available in Est-i's ArcGIS and Cityworks, users have coniplete and comprehensive asset data creation, editing, management, and analysis tools at their disposal, These functions include: ~~*�� 31 1 P a e TIMMONS GROUP � � . . AssetK8amagemmmmt Sm��ama, Implementation, and Support n City of Richmond, IN _ ° Uoepdeduah\ousuets (features) ° UurpdcOoab|c attribute fields (feature attributes) * Asset inventory directly linked to work ouunagcroeotfunctions * Assets cuaoaAcdvviLbioa Visual hierarchy * Assets directly linked to electronic dncurncnts w Assets used io capital budgeting, planning, and rchabUitabou * Asset cbuogcout, readings, |ookup' scarcb split, and table editor Asset Geodata&~ase Models Cityworky has developed arid refined non-proprietary asset gendatanuodc|s for conn000u infrastructure: water, sewer, streets, traffic, parks' facilities,arid nnoor.These can be used by our custonuero astccopla\eoto develop a gcodatabuocdcsigo. These niodels can also be rnodified for user-specific needs, or a customer n-tay decide to use a roodelo[their own design. Telvent data rnodels for, the electric arid gas industries are also compatible with City»vorks. 8ecaosei1isdaia'ruodel'induppodent, CiLyvvorkocuoreudanygeodataouodeicreatcdhormoyhcaturetype6cyoud the Cityworks-developed geodata inodels. (,onseqUently, Cityworks has been deployed to manage a wide variety of" diverse assets, including hni\dillgs,treatment plants, electric networks, recreation equipment, marinas,airports, highways, vehicles, and nuocbmnore. Cit}works leverages the inherent value o(a (\3-cootric enterprise asset inventory by managing the assets arid their- associated attributno (type' condition, installation date, and so forth), and byooanagiog the work done to care for assets.1'he link between assets and work orders is maintained in such a way that-,the history of completed wo rk orders against a specific asset is viewable and is easily retrieved. If"an asset has riot yet been identified in the geodatabase, Cityworks can Manage work performed by associating it to a valid address, arid it can searillessly update the history once the asset is reflected iu the gc*dxtabase. Service Request Pcnp|e are ever dependent oil infrastructure highways, railways, fresh water, live telephone, uuinterroptcd energy,and oo on. Both bosimcusco and h000eom/neo rely on the operational integrity n[thcsesyxtcousfor tranxporiahon. health, and finance. Meeting CLIstorner demands is an integral part of asset arid inaintenance management. Kecording CLIstomer iSSUes and needs is as much a part of a maintenance systein as doing actual field work. Custorners are often the first to recognize problems.Agencjex have long recognized the need to listen to their customers, 2CTLlrately identify probleins, and implement th-nely resolutions. Required maintenance may be initiated because of a collStitUelit complaint. A set-vice request is typically create(] after a c.aller notifies the agency ofzi problem at a specific location. Service requests track a variety ofiniportant data, such as caller information, labor LIS;lge, status, dates, assignrnentu, arid onnre. 'File exact cause ofaprob\cnorniAbt not be easily dc\cnuioedb-ooua telephone cx|i 7hcrefore' LhooerviceregueStisixxuaJtoauinspcciorvvbocaovisitihosite. opmakvviththccaUer' audcxploretbe xitna(iootoAutbcrnuorcrcUncdiuforoixhon. ifwarrautud' thciuspcciorroaycreatravvorkordertorcouadvdbc situation. Ifthe inspector determines that-the appareiit problem is a private C0110ETH 01' unrelated to the agency, the service rrques\cau be sent to the appropriate agency,yet still capture the cocuooeots, hone' and labor costs associated with the cuxtococr call or on-site visit. °w� 32 1 P age .° �* TIMMONS GROUP Asset Management Software, Implementation, and Support City of Richmond, IN t a n 6014Y OPY1P • Tablet for AMS—Service request Service requests include the following functionality: • Caller information tracking • Labor costs • Multiple callers on a request • Combine multiple requests into a single request • Automatic notification of the same type of request in the area • Spatial display of requests on the map • Attach documents or photos • User-defined problem codes • Question and answer scripting configured to problem type • Assign Submit and Dispatch To personnel based on request location and Q/A response • Relationship to work orders and inspections • Email to customer or internal personnel • Customizable printouts per problem type • Search and reports Cityworks maintains a dynamic link between the service request and the work order.When a work order is closed, the associated service request is automatically closed. Work Management You work hard to keep your infrastructure up and running, but information silos and legacy systems can get in the way. Cityworks is designed to help agencies improve communication, streamline workflows, and track historic:al work data. efo.„ 33 11age 1§% TIMMONS GROUP Exhibit13°page 36 of 135 111 Asset Management So are, Implementation, and Support City of Richmond, IN Cityworks gives you a detailed framework for asset management. By incorporating GIS into the asset repository, you can easily group assets by location,type, age, or other key parameters.These groupings can then be used to create and track work activities such as preventive maintenance,tests, inspections, repairs, and more. Cityworks AMS has been designed with the following functional tools: • hibox • G1S-based asset data management • Map-based service requests • Address and asset-based work orders • Inspections and tests • Project management • Map tools • Administration tools Inbox The inbox is the work management dashboard that displays a user's important information at a glance.The inbox opens when the user first logs in to Cityworks and its design varies depending on which application is being used. lnboxes can display individualized reports, queries, map displays, announcements, images, and other web parts, In the Office for AMS,Tablet for AMS,and Respond applications,the inbox provides the ability to interact with the map or access service request,work order, inspection, and I'LL case records. Respond's inbox displays a set of tiles (or lists) used to access work assignments, charts,the GIS map,and searches and reports.The mobile native apps inbox displays a list of the user's current assignments. Inboxes are login specific, meaning the information can be configured to be visible to a group of users or to individuals. In addition, an administrator can add a saved search to a domain's inbox, or a user can add a saved search to their individual inbox. Otyworks ammimie M6,0.Um 14,0 VII.Makm 000.14Af.1.0 Sato, Prl D. ' NIVI,040, M., 6.0 M Tablet for AMS—Inbox 34 Page .* 7. TIMMONS GROUP Exh1bit131 page 37 of 135 Asset Management So',, Implementation, and Support City mf Richmond, IN ��.=� �� u � v�K��ers Work orders are the primary too] for maintenance management, Cityworks provides a means to manage and track work orders, activities, tasks, costs, employees, and other information relating to work.performed on assets. Work order functionality includes the ability to perform the following: * Create, edit, prioritize, assign,schedule, and close * Associate with service requests, inspections, and peronits * Create task procedures associated tn resources and assets * 7rack estimated and actual equipnuoot, labor, and material costs * Supports Storeroom materials transactions w Create work orders with oou|hp)r assets or multiple work orders With individual assets ^ Create preventative (schedu|cd) or reactive maintenance work orders * Auto coadcaUy assign work orders based ona geographic region w Automatically scbcdnle work orders dependent ona time interval ordate m Attachdncucnen\s, iouaXeo'videos, nr other files w Add cointrients with rich text formatting, hyperlinks, and email notifications = Print and email ° Spatially display work orders nn the map * ,�curch and create reports Asset management involves two funclarriental practices-reactive and scheduled maintenance. Reactive onaintonaocu occury vvheosomucouu interacts with or recognizes a problem with an asset orwith an infrastructure systern, Scheduled maintenance is often driven by general preventative maintenance activities or recurring work schedules (weekly, nionthly, and so on), Cityworks handles both scheduled.and reactive rnairitenance. Examples of reactive maintenance would be a citizen calling the local government agency to report a pothole, damaged street sign, or leaking hydrant. Most reactive issues begin with a set-vice request. Exarnp|enofscbcdu|ed maintenance would be water line flushing,valve exercising, right-of-way weed c.ontrol, sewer line TV inspections, and storm inlet inspections. ~~�~� 351 Page TMMMONS GROUP .,........ ,. . ... ..., ..:..niti,:::,...., Asset Management Software, implementation, and Support City of Richmond, IN 0,6.!10,Ordv . 1.,,a E.V,I 441,,l,rt 64$4,,,,, RI Op,. :2111i2 MO.• t m N22•2,122 WA,. • . ,222'22• , 2,220,V..2 .,., 2,26, 0. ,••2.22.2.2. A22.2.• •12•••2222. ''':.11;;;;;;;77:77::::.•::: :::,•.•••••••.•:••••:.•::...........:.,:.::::......,..::....::..: * 4,26 22•0222222; •2622102,•mmo2 ato Office for AMS—Work order Dynamically linked,work orders are directly associated with their respective asset feature. In Cityworks,these types of work orders are called attached work orders. Unattached work orders are not associated with an asset feature,but they are associated to a feature type and a general location such as an address or intersection.; they can later he attached to an asset. Multiple assets can be assigned to a single work order, or a work order can he created for each asset.Assets can also be associated to a work order or removed from a work order after it has been created, as the need arises. Map Interface Cityworks utilizes a javaScript map which displays on a separate browser tab.Active work orders, inspections, service requests,and cases are symbolized in the GIS map view,allowing for a quick and intuitive summary of maintenance activities. Using map tools enables users to locate addresses,select features, create service requests, work orders, cases, determine route navigation, as well as perform other map-related functions. The map interface includes a Tools menu and favorite menu items can be anchored to the top of the map. Clicking the menu item opens the appropriate toolset.Favorite tools can be set and organized by individual users.Those preferences are saved and remembered each time you work with the map, so they will be maintained across different browsers and devices. 36 P a cl e TIMMONS GROUP V,%MO.A.A.:,ili,VII,%V.RC....Cr q.f,,,,, Exhibit'B page t9 of 135 Asset Management So are, Implementation, and Support City of Richmond, IN „ . tilt , 6 '°A. t * L /4, j, „ - Respond—Map, Tools menu (left),favorite tools(top), and Selection and Navigation too/sets Map tools functionality: • Base Maps—Change the base map. • Bookmarks—Store frequently visited map extents. • Create Activity—Enables creation of service requests, inspections,work orders, and cases from the map. • Data View—View and modify records and attributes of features. Display, move, and edit events. Show geodatahase attachments. • Editor—Edit the map. • Heat Maps—Display groupings of event layers on the map. • Layer Search—Select features from a map layer or search and select work activities. • Legend—Manage event layers, set selectable layers, adjust asset visibility, control the transparency, and zoom out to the full extent of the layer. • Locate—Locate work history in a specific location. • Measure—Measure distance, location, or area on the map. • Navigation— Navigate the map. • Printing Print the map. • Redline Draw on the map using a variety of graphics. Drawings can then be attached to service requests, work orders,and inspections. • Routing—Add locations to the map to generate a route for navigation. • Selection—Select assets on the map. • Split I,ine—Splits a linear asset into two sections and the work history can be copied from the first segment to the second. The Cityworks BURL add-on enables sharing of maps created through GIS saved searches, inspection, request,work order, PLI.,case searches,and calculations from Operational Insights.This application generates a It RI, (web address)that can be shared as a link to an interactive map that displays real-time data or as a service Litt),that can be added to on another map outside of Cityworks. 37 ' Page TIMMONS GROUP Exhibit'B page 40 of 135 Asset Management Software, Implementation, and Support City of �ichmond, IN Preventative Maintenance Cityworks can schedUlepreventative maintenance work orders an(] have them autorriatically gem,!rate repeat work orders as each is completed or per a regular cycle. Preventative maintenance can be scheduled in advance for specific assets or grOLIPS ofassets. I'hcs*work orders can be Configured to repeat once or continually per interval (days, weeks, months, oi-years) or on a specified(late. Woirk Cycle Every Tob/etƒorAMS--[yclico/scheduling pono/neteo Repeat work orders can also be created by configuring asset readings that are linked to work order templates; work orders are generated when the asset reading Values are exceeded.Alternatively, un API can be used to devplopauiotcrharevvithathicd'parLyappUcabontoaotunuabcoUycrcatcvvorkordersbaspdoonui\estooes, thresholds, and measurements.APIs are licensed separately and require configuration xcrvicoo. Resource Planning and Utilization Cityworks tracks the labor, material, and equipment resources used on each Work order.The systern is flexible, allowing agencies to design, organize, and inodify resources to effectively manage their use. Esdrna1ed and actual resource costs can be tracked for corriparison or generation of budget estimates. Contractor-provided resources can also be tracked. For comprehensive reporting, resOUrce costs cari be associated with tasks, work order assets, and accounts, Work order costs can be entered through the labor, materials, eClUiprnent, OF ELM pariels of the work order. Labor [ityw/nrksaccounto [or|ahorcostsausociatedvvithavvorkordcr.Tbcbbortyyecaoioc|udccrnp|oyccoor coutrac\000UstmdbyuanocorAroup' or|bcycaobeprcdw5ocdoothuvvorkordertcrup)atc. Botbrshroatcdaud actual costs can be tracked. Surninary costs statistics are available for each work order and can be broken out by resource. Labor costs are displayed for those with permission to view costs. CityvvorkoboshuUt'ios\aodardcosttypen: r*gular' overtionc,holiday. beue0t' staudby' xhiftdiKerentiaLonerbead. and other.These can be selected for each labor entry,Alternatively, dynarnic costing can be set up within art organization and used for each labor entry. These are a set o[user-defined cost codes costocnizedfocyourneeds. These dynarnic codes are defined and edited in Designer using a simple interface, Fixed rate and percentages are supported. ~°� P �� 38 � age ^^ TIMMONS GROUP Asset Management Software, implementation, and Support City of Richmond, IN Cityworks' 44,4,4 4,44W Cm*44,44401, M. Ct mum ,WM. ,4 440,444 ! ,144444 04,,, 4,494 g 4.44444,4 4.4,004,4 D 4 44444.4 Tablet for AMS—Work order labor Workload Workload is an optional app which assigns work activities to employees, including: inspections, work orders, and PLL tasks.The map displays unassigned activities and activities assigned to individual employees.These activities are easily reassigned using drag-and-drop from one list to another, or from the map to a selected employee. Overdue activity assignments are highlighted in pink. av, . I= X604, * Oromm 0,1,0.0;INrot %OW - Ata .11.. • IJOY4t: gan inpe, WW1,.P0 51,a m 9 * 't* kone,04 0.4411411or i01,444.4114*4di 04100.01.1. OM. * „ TIMP 104,00,, il$1,d014. 12,04414,8.0700,10 5,10id.1,1VM", MOO # * 11 *1110 *• 4,41.0 alf ,N11.11.044; Mu. ! . .44,44^8 44,044d Q.1,, 40444 9 • „ • , Tlrik **=, Workload--Activity assigarnents * 391Page TIMMONS GROUP Exhibit'B'page 42 of 135 Asset Management So are, Implementation, and Support City of Richmond, IN Each activity requires an asset or geocoded address tied to the record for it to show on the map. The map displays activities based on projected start and finish dates, Material Cityworks accounts for material costs associated with a work order.At any time, the user can add or remove material based on actual usage and view estimated and actual material and costs assigned to the work order. Materials can be drawn and used from warehouse inventory as required. Cityworks 1 In A 5 „ / 1 „ „Jµ Office for AMS —Work order materials Storeroom When implemented with Storeroom (an optional app),users can track warehouse materials transactions with additional functions like security, costing options, vendor and material information, and material transaction reporting. Cityworks Storeroom is a product designed to track incoming and outgoing materials from multiple storage areas, including work vehicles, as well as manage stock,material cost, suppliers, and requisitions. Stock on hand is adjusted as materials are issued to a work order, if materials are removed from a work order, the stock on hand is adjusted to reflect a return to the storeroom.A Bill of Materials (HUM) can be defined to manually build an assembly and then easily add it to a work order when that group of materials is used. Storeroom functions are integrated with work orders created in Cityworks AMS. When materials are added to a work order,issue transactions are written to Storeroom to adjust the available stock. If materials are removed from the work order, receive transactions are recorded in Storeroom to return unused materials. 40 ' Page TIMMOleS GROUP Exhim'B°page 43 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN � ~ o � ~=� � Storeroom—Issue transaction search Storeroom functions include the following: * Materials can be defined with a description, location, part nuniher, supplier, manufacturer,stock(.11.1antity, unit cost, reorder quamtity, uscr'deO tied fields, etc. * Requisitions can be created for individual materials or from a search on the reorder quantity threshold. * Material transfers froni storeroom to storer001T1 can be tracked. For example, inaterials can be transferred b-onza main storeroom to another storeroom, a main storeroom to a vehicle storeroorn, and so on. ° Receive transactions can track the materials coming into the storeroorn from a supplier or from a work orderrcturo. * Issue transactions track materials iSSLIed to an account, employee, or work order. * ALIdit transactions (-,an be used to record adjUstments made to material quantities and costs. All materials tracked in3tnreroonn can hc accounted for With aoaudit * Cycle counts can bemmedto schedule auddintervals. * SuppUcriofbrrnadoo is tracked with materials. ° Material cost types include LIFC, FIF0,Weighted Average, Or CLIrrent, which are used to accurately track costs and prepare estimates. * All materials transactions are recorded, whether entered from Storeroom or from a work order, to account for,all materials and their costs. ° ABC valuation defines which materials are associated with the highest costs. * Material assemblies comprised uf several materials issuppodcd. * Barcode technology is SLIpported rising the tablet's carnera or scanners c.onfigured for the device. w [ityw/orksAoz\yticu reporting insopporteU. * Searches based on receives, iSSLIes, requisitions, transfers, midit"s, materi;rls, and SLIJ)plifTS. �� 41 | P � Qe ~° ��- . n TIMMONS GROUP Asset Management Software, Implementation, and Support City of Richmond, IN Equipment Cityworks tracks work order equipment hours and associated costs. At any time, users can add or remove equipment based on actual usage and view estimated and actual equipment and costs assigned to the work order. cltyworks bAcr, C,CAV IAPaanapan famaarn SaCadala Rapala Adam, a Stacermaran Nom Aft Cams lacP t.4.1 A 1400100 Of fff " f ft aonf, f r:a , I 1 551 05 AAAA, 5k1 1155 '55 5 5 '11 Office for AMS—Work order equipment An optional Equipment Check Out app is available for equipment check out and check in, reservations, and searches of check out history.Other functions include tracking reserved work order equipment as well as keeping a history of equipment and employee usage. Cityworks 43mmimmir a on vac a , a v 0 Wrtnv ca, aav„Min Kan vo.„ , fr.., n am a a m o caMna,„ „Marm M „Um, „a am Co r nc,am an a ao m cc„. maramnram Tablet for AMS—Equipment Check Out 42 P e g • TIMMONS GROUP Exhibit"13 page 45 of 135 Asset Management So are, Implementation, and Support City of Rich :ond, IN ELM ELM provides users with a way to quickly add equipment, labor,and material (ELM)to a work order.Crew profiles can be created consisting of employees and associated materials and equipment. When a crew is selected,the associated resources and costs can be added to the work order.These resources can also be applied to tasks, assets, and accounts. Contractor provided resources can also be added using ELM. Citywork$ 0110111111111. ! neded.re ede '410 WO,Ad,. Ad 0,1 ede f Avawww, Gwww wurww www ww, W,www w wpm,1 ww Kw,nwrww, tww wwwrm www, delleelOd Y41,0 111,bed „ie ed, eAeta... „led.„ed dem., eiAe d e wee deave m eddad ode Igoe „ pd„, eive. .eieed „emie OW* awe eff ea ee dee eel Nee e yeah e„ Pay Tablet for AMS—ELM Tasks Tasks organize workflows to better manage and account for specific processes associated to a work activity. For example,the first task of a mainline repair could be to set up a temporary barricade. Once the barricade is in place, the trench can be excavated. Other tasks may include draining the area, replacing defective pipe sections or valves, backfilling the excavation,compacting,and removing the barricade. linforniation, such as the person who completed the task and the date it was completed, are recorded.Tasks can be added in sequence to a work order as needed, or they can be predefined as a set of tasks on a work order template. kitak,Order Tasks EL:'Wolk Order Tasks HOM/3 k440 Ck MU , Respond—Work order tasks 431Page TIMMONS GROUP Exhbit'13 page 46 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN Tasks can also be removed from the list,as the situation dictates.Tasks should be marked as completed (or skipped) before the work order is closed. For comprehensive reporting, tasks can be associated with work order assets, as well as labor, material, and equipment. Inspections In Cityworks, an inspection is a recurring record of a feature or related object's condition. Inspections track asset observations or test results. Assets can have several inspections performed on them. For example, multiple TV inspections, dye tests,and smoke tests can be performed on any sewer gravity main. Each inspection can be associated to a work order or can he created independent of the work order. Cityworks provides predefined inspection templates, or the user can also create their own inspection templates with fields pertinent to their inspection processes. Ad-hoc search tools can query the database for inspections based on field values or geographic location. Subsequent ad-hoc or summary reports can be created, and the data can be exported to Microsoft Excel. Like work orders, service requests, and cases, inspections can be represented spatially on the map. ,Weeterten Weds e Wee Bend teettemt twewebett e kw Test Wesenettems !te:t etekted PereWs 0 mow 0 Om + Ode Ltavnw eUop,wou R,Newt tfeekent WM. AttetWeetwts ,UMW 14 a wee*. Weee 114K:"*" 11),1,1);.. WeeetteM Ostem tettes !r!!n,,, Matt mem WOW 're telke .tlt,i1 tee*, twwww :Stet seet 141 the two teeketed Wwer Wen Respond—Hydrant inspection example System of Engagement—Field Use People are ever dependent on infrastructure—highways, railways, fresh water, live telephone, uninterrupted energy, and so on. Both businesses and homeowners rely on the operational integrity of these systems for transportation,health,and finance. Meeting customer demands is an integral part of asset and maintenance management. Recording customer issues and needs is as much a part of a maintenance system as doing actual field work. Customers are often the first to recognize problems.Agencies have long recognized the need to listen to their customers, accurately identify problems,and implement timely resolutions. 441Page TIMMONS Gl...,!OUP Exhibit'B page 47 of 135 Asset Management So are, Implementation, and Support City of Richmond, IN Cityworks has designed field applications which enciiurage interaction with the system from a location such as job site. Users can access authoritative real-time data which has proven to be a time-saver in helping organizations provide effective customer care. Field applications include the following: Tablet for AMS and PIA.„ Respond,and mobile native apps for iOS and Android. Each has an interface different from the others,and are suited for the user, purpose, and device. Tablet is a core application built into the Cityworks platform. It offers Rill work management functionality and allows users to operate Cityworks in a mobile setting, such as on a tablet at a job site, and requires a constant network connection.Tablet uses a map that opens in a separate browser tab. Cityworksl Van, w Swann w w w flef.rt Ardwwww w New PH C.. 1463,0tl P, w Wa.OM. 'w Er. ,.;Pon, IN., M "WV%OM Waktm 14,4 ,,,ekt, V64 WOW,ork 0,4,1 4 flu WM OA, NAM, kao NO,NI 00.4.1 WO In ITMR,r4,10 rwa tam WWww. o wworow w, MO.%W. wl4444 Onorw61,,, flP4 441 ,Z1 TKO w. Wolo ox it 0,1 11 4 Si „ Wats MO, Wm, hudgm' 90.10, teN Tablet for AMS—Work order Respond is an optional product that focuses on Office-based functionality in a mobile setting. Respond requires a constant network connection to enable real-time updates to manage aspects of Cityworks from a remote location. Respond (version 1,6 and newer) can also capture digital signatures on AMS inspections and PIA, tasks. 4 II W*4"',1d" a COMM CM& a,Lowe,keteen a Weed.%nee wow owwwww. n v.4440 rwwww 1.1..11Ww.044444 1..*.,P Pieta e Mow • 4000 Of M. 0,.411r1r, Cumin. 44844 *V, 4444444 RelliotetlilAWNTIWW. • 45I1aqo TIMMONS GROUP Exhtit'S°page 48 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN Respond—Work order Mobile native apps for iOS and Android are optional products which enable Cityworks to be used in a disconnected environment* Users can create and edit work orders, service requests,inspections,and cases. While working offline,all the work is saved locally on the device. Upon syncing to the system once a network connection is established,the work is synced with the main database.Any new work activities are loaded onto the device at this time. Work orders and inspections can be created from the map or from work orders, service requests, or inspections. Service requests can be created from the map. Users can also view and edit PLL tasks.Work orders,service requests,inspections, and cases can be opened in Respond,Tablet, Esri's Collector for ArcGIS, and Esri's Navigator for ArcGIS. Collector allows users to create and edit GIS features in the field. Navigator uses GIS to create routes for navigating to job sites. More functions enable viewing activities in Apple Maps or Google Maps. ItY49 AM Thu Mbr SS% <inbox Work Order Descripnon Repair Fire Line#136190 Cityworks Respond Priority:Medium Status:Pending Cityworks Server Submit To:(WI COTTER,WE Supervisor:(OW)pwadmin,pwadmin Collector for AreGIS Address 2215 MESA TRL Navigator for ArcGIS Location 2215 MESA TRL More 8nstructrons Comments None Assets Fire Hydrant Feature(0 of 1 Completed) iOS app—Work order example arid list of accessible apps 46 ' Page • • TIMMONS GROUP Exhibit'0 page 49 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN 4 ow NE Nos, v 404114 inbOX OMNI KA, Pending(0) CURREN V USER Submit To Not C/Cft (11 Repair Fire Line#136190 2215 MESA TRL CURRENT USER Supervisor Not C/CfC(129) Flush Water Main#136313 Flush Water Main#136312 11075 South State Street ,co Fire Hydrant Maintenance#136306 2008 FIRE DEPARTMENT HYDRANT FLOW NORTH 1/2 OF MAP 20 Fire Hydrant Maintenance#136305 2008 FIRE DEPARTMENT HYDRANT FLOW NORTH 1/2 OF MAP 20 /OS app—Inbox 4 at.1010 1.414.194 V.4 ki?40,1`,,WO 4 44 Pk, N11,0 "0"+0 904i WO Menu Mae 110 Map Intsox Recent " C." Pending Updates I1 . 12 LtJJ si Errors 45 Log Out '1 f1IJ 1,14' 1 7 f'il "[4 AIME, 0,847, iOS app—Menu and map *0 414 47 1 P g e TIMMONS GROUP Exhibit ET page 50 of 135 Asset Management So 11. plementation, and Support City of Richmond, IN The menu in the iOS and Android apps allows access to the following: • Map—Shows a user's activity assignments or configured search results spatially on the map. Users can change the visibility of layers and activity symbols, zoom to a location, open work activities, and sync the mobile app. Secured GIS services can be consumed using ArcGIS.coin or Portal for ArcGIS credentials. • Inbox—Lists a user's work activity assignments or configured search results.Activity assignments can include work orders, inspections, and PLI.,tasks submitted to a user, and service requests dispatched to a user.The inbox can also display work activities based on any desired search criteria. • Recent—Displays the most recently viewed work activities on the device. • ['ending Updates—Display records that have been created or edited but not synced. • Errors--Shows a list of errors encountered, such as failure to connect to the network. Cityworks AMS with PLL Cityworks AMS and PIA,are hilly integrated, allowing GIS asset data, service requests, work orders, and inspections to be viewed in the same environment as GIS parcel data, permits, and licenses. Cityworks PIA, is a web QIS-centric permits, licensing, and land platform designed to manage development projects, code enforcement cases, and other similar projects from inception to completion. It facilitates the use of ArcGIS mapping functions at all relevant levels. It is not only functional for private land development, but it can also be used for utilities, highways, parades, festivals, and other public projects. Cityworks PLL is designed with built-in Office for PIA, and Tablet for apps that provide the end user with an optimized office or mobile experience.These apps contain full permits, license,and case management functionality and are designed for office computers, mobile laptops,and tablets. Cityworks RI gives your jurisdictions direct control over their business processes. Basic functional forms are highly adaptable and can be tailored to each organization's unique structure and needs. Customized templates help manage the required data for specific processes.As many or as few templates as necessary can be designed to streamline the development process. PLL can be configured to allow access by multiple departments within an organization, such as land management, legal department, public utilities, and others. Workflows efficiently track applicable tasks from application or request, through reviews, fee collection, inspections, commission meetings, hearings and abatement, license renewal, and more. GIS features can be associated to records and may include parcels, street segments, intersections, addresses, or any other defined GIS features. 44,41, 48 ' Page 1,or TIMMONS GROUP Exhibit'B'page 51 of 135 Asset Management Software, Implementation, arid Support City of Richmond, IN ........ , . Cityworks. 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Office for PLL—Summary view Public Access Public Access is the citizen portal to Office and Tablet for PLI.i. It allows citizens and contractors to apply for and track the progress of permits and licenses, start the application process, or finish an incomplete application. Once the permit or license has been created,the user can request inspections, check inspection status, cancel an inspection, and pay permit fees.This app contains a message board and a map with navigation tools. . . atyworks. 1,,,,....,„....,,,,,, Impomphom,P, llobqr,,,,,a Sm brIP Med A orpirmar,11,11. S414 N VAIllty Akomed.%OW WWII V.JON KAMM Cr 9 PIPt%mom . T'Ittre WIPP PIPMP merry,. **Mom*p PAPOM*ft FrIPPMM AN .,.!ikk Demaa et 9 N Mrwirpro Ck11.01k MN(1160 Akon. , VI k. R.0144,441.,00,0i,MrprOrPropPly Pm Uri. (Proomm Z.R.f.111.1.0 kkik. „. k"....k1.6 k.1151.0k0!N.UN 14.14 k 04.4.... Cilktlek . ROMA p'',44 ......, N VA 1'r 2,1M# &moo n,Caroxim..1 Ohm. Pr*mom* Cmporpot NM NAN ,,, N 12.201.* Mgr SPA N !, krizz,k , 1 41;;;Hi ''' ' ' i '": ''' • I, 104m ',. ' ' . Iiii:H, h:R ' , ; , „ * ...,f,,--,+,--o,---:irl-4Ktti,,,dirr"-^omtjr—"w-",,,",,,I,!!.:,„-' ....... . ........._____ .........._________........____ ____. _ . ________ _....................... Public Access—Home page s**PO 0 49 1 P a g e * .,„ . wm,,11:4i TIMMONS GROUP Exhibit'13'page 52 of'135 Asset Management Software, Implementation, and Support Richmond, IN City of Richm . . Attaching Files It is often necessary to attach related documents to a work order,service request, inspection, or MA.case. Cityworks allows users to attach virtually any type of digital file images, documents, operations or maintenance manuals, photographs, CAI) files,and more.Attached files are stored on a server, and the work activity stores a link to that file.The files can be opened if the native application of the file is accessible to the user. Printing Work Activities Work orders,service requests,inspections, and PLL cases can be printed using user-defined templates that match the organization's existing look-and-feel, industry standards, or other driving factors. Users can print the work activity with an accompanying map that illustrates the area, attachments, and a project inventory (if applicable). Maps can be set up employing user-defined map templates that may include a key map, legend, north arrow,scale bar,and other pertinent information. Cityworks Administration Cityworks includes Designer, a powerful,yet easy-to-use administration app which is used to configure and manage an organization's Cityworks AMS work environment and configure some of the PIA,settings, Tools are available for defining and maintaining records related to employees, materials, equipment, and work order,service request,and inspection templates,and related information such as tasks, actions for service requests,contractors, crews, and customer accounts.Administrators can also manage general and user-specific preferences and domain, group, and employee permissions. Other functions are available for configuration of GIS assets and services, and licensing for tracking the users per application. Mox Crorte Search Task Manager Assets Schectuto Flepon Mmth Stowe= New PR Caso Designer kben G/S Smr ,Irom, Imr,dmer vnarkr, CoMrddrn L CORS 40100,1 CI PI.OY Mapagel Azulwart, ^3rti,Na^rvi DV141:, 1.0,14 ramIAR, Emplo.e, 310-mounr Dom., E,nployeo kolute, EQSVIPtlf Yvol OY kMpl Ewv,anrChrugt Out `fIVA1 NrIrrlde CI ws,o, Pref,,,mcv, Designer—Main menu Domains define the Cityworks workforce structure,with shared work activities and resources within each domain., This includes groups, employees, request templates,work order templates, employees, etc. Groups are assigned 0**414 50 I g e TIMMONS GROUP Exhibit B'page 53 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN permissions to add labor to work activities arid each have security for GIS rights. Employees may belong to multiple groups. If an employee belongs to multiple groups that have different security rights,the employee is assigned the security rights with greatest access. Your agency will need to determine how they want to set up Cityworks to define the domains and security within the organization. For example, a municipal public works agency may define domains for water and wastewater, electric, streets,stormwater,signs and signals, and parks.On the other hand,the agency may decide to define a single domain encompassing all departments while sharing many resources and configuration settings; divisions can be maintained within the organization through employee permissions to each division's respective templates. Employees, contractors, material, equipment, and other elements are entered into the system through templates or import functions.Templates and tasks can be cloned, creating new templates with the same configuration. Templates Templates for service requests, work orders, and inspections are created in Designer.°Mese can be customized to the needs of your groups or divisions. Each has configuration for security,supports user-defined fields, can be cloned, and supports customizable print templates. Service request templates define address-hased service request problem types. For example,service request problem types could be a damaged hydrant, electric meter service,graffiti,potholes, and others. Each template can be configured with predefined values, including Q/A decision tree,submit, dispatch, priority, duration, map information, associated work order templates, and others. Work order templates are used to define work orders for specific assets. For example, a pressurized water main asset has several associated work order templates which describe the work activities performed to maintain the asset: flush main,inspect main, install main, and so on. Each template can be configured with predefined values, including category, priority, submit to,supervisor, repeat cycle, estimated resources (labor, materials, and equipment),tasks, default inspections, associated map layers, and more. t works. Mhos Creator h Search h Sash OlSonahor Assets h Serroduht h Report w Adnhn h Storeroom hew PILL Case Dengner Cryt cru,d-, , rq /wl,nfrt 4.?1 Templates Details Caw 'WAR „ GeserroW Soh', t oor • TWe kharMmr,F Fano, Cescrwabon Gatase Ref amal CaUKKO Gme4 Mom Updtm WashOstors rhos Ilehe (rdanhAdesorarrAans AMMO AV RehaD Custom fiedd Cahtgary Remoie Callonert Guiittop Sbeil gm*MatIrkinanco Remove Pionudimg.LaNal AeGoCroM lasks pc000 Segd Om, 11,141Remtelthwe D ' Sawa,lap Rowe Asug u] One Astd Clue Ctivae Ps itits DMA Paw If venom,TOO Rh80,1.0134, relltellka 10 M.FARM':Kowloon 0**ose 51 lPage TIMMONS GROUP Exhibit'B page 54 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN Designer—Work order template example Inspection templates can be customized to define inspections types performed on assets. Cityworks also contains a set of standard predefined inspection templates that only need to he configured to their asset types. Inspection types could be defined for TV inspection, pavement inspection, facility inspection, valve inspection, and More. Inspections track Q/A observations, condition scores, and calculations. Predefined values can include general fields, observation details, assets, and map layers. System Security Cityworks security features include the following: • Several levels of increasingly fine-grained security. o Application login o Filtering by domain, group, and user security o DI security at the presentation level via site, page, and DI business logic • Other security controls exist, which include the ability to create, edit, and close work activities, • Rule models are defined for access to labor rates or costing, reporting, and system administration. • External threats such as SQL injection, code injection, and web service security are handled through a variety of provisions such as database transactions which occur through stored procedures, prevention of XSS scripting, and security certificate utilization. • Audit files track data changes made to key fields on service requests, work orders, inspections, and other records.The ID, field name, old value, new value, date/time, and login are recorded. Only administrative personnel can view the audit file, It is recommended that Cityworks data be backed up on a regular basis. This is the responsibility of the client to perform these tasks. SQL Server or Oracle system software contains functionality to schedule and execute backups. Search and Report Cityworks contains ad-hoc search and report tools to query the work management data.Searches can be performed displaying future scheduled work, overdue work orders, or assignments to specific people or groups, and can include a variety of date ranges and other parameters. Nearly every field in Cityworks is searchable, allowing for comprehensive data reporting. Combinations of fields can be used in a search, which can form the basis of an ad-hoc report.These fields include account number, address, priority, status, tasks, selected assets or asset type, custom fields, and many others. In addition,search criteria can be saved as user or domain searches. 52 IPage TIMMONS GROUP Exhibit'B page 55 of 135 Asset Management So- are, Implementation, and Support City of Richmond, IN Citywc)rks. Steeple Sesech v In Manager Assets v Schedule v Report v Adulate v reltercecten DuRgner tS.0 Search le Ulm rd.OPth j SelsAt Genera , KA Aneach AgoodhodA 6.0,114 maPHAiMuntet AAAAAAA t 0U VAC m1.04,1mi Vhloble ati,&march RAAAVA EW?&CM Stddllte AC A Capp" W` DoorfornAs " MACA SMa, A koolyCC R*ZIAA.Atad El PAyortet Wan C CA .1Li Cl HA A thW tA.Aof WAWA, ALGA 0 ACM¢Virgo *Ate%koala AMAmeachin" CCOL. ,Comieted9w %,,,AnAmtma Woo Wen.,I A 4,01.04la LA0116146* 0,,,Altattur 6440a IMINERWat, Y344 MSOMVA kicalaak w &pone Pve CbsutlY Cau,m4hAIP sA.T.ormtLey MAMA ICC iyads Vitible do&Alm*komr1,11re Af.101,CeM SuargrAmy War,ALMA Ar'YeAg PlAxAto LLAMA gomio.g y VOA*,ID S. 12.1.10.1 tvACCMrcICALAc CLAM stecte.NO ARglyCAL LINfiatAo,MA Fah.GM* ALLAY A Wypla, Map tuoyerm Tablet for AMS—Work order search The Cityworks work order search engine includes the following functions: * Search on multiple fields including general, GIS,tasks, details, comment strings, labor, and more a Choose the fields which are visible in the search results « Display tasks fields,asset cost summary fields, map layer fields • Choose a sort field and option for descending order * Save searches for domain,group, or personal use The work order search results include the following functions: a Open selected records « Combine selected records « Sort by a column in ascending or descending order * Group and sub-group records using column headers with up to seven levels a Display on the map or in a list view a Display and edit projected dates in a schedule calendar « Display work order frequencies per asset type a Display entity and feature IDs a Open selected records in ELM a Print current page, print selected work orders, print preview a Export data * Create navigational routes between selected records ..60*eli, 53 I P g e Tih 'MONS GROUP Exhibit'B°page 56 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN Cityworks CM;WV; . Ike WO ;;;; Ta.v,4,Molnar MoR,H4 ,, 54h4r4W4 * Rawl . ,kdrro'y V SW r 9 r tKrn, Ns ea%I C a ve Ilmar0 PLI, krmp“hgym ;. g , Li 1,1,j224 2 4 4 4 11 0 1117.1212 , mew, ,f4;?i22222m2 WV 1 11 L MO ,Y.,,,)F4,,NA .t 2,422t2 2 ,D,4,i,a4 ;,;,;1,,4:5;44:,;,,, ;.;; X;V),4 Office for AMS—Work order search results Cityworks is compatible with third-party search and reporting tools such as Crystal Reports and can access customized Crystal Reports. Designed as an open system,the Cityworks database schema is available to our clients. This allows users to find and extract information that can be used to support preventative maintenance planning, budget analysis,work load balancing,periodic summaries, and other business needs. Project Management Cityworks supports a multi-level project manager, in which the various proposed inspections, maintenance activities,C1P, and other activities are placed into projects. Cityworks , iwavalx 22rotto . 4,e02 ,,, I'M,,2,A222122,0#r 4444413 * SC.114 d L.4 *, RitNet v A.VI.,Pr, * StteitUNM BiC,,P LI.Clouk $46rC PI pu. . r.,1444.11..1.6 . il Op,Anv,,,:x Wm 4222$2,2441 444i220,421 222,m,m2,22a 2,OA ik,U; Pf;,;0 XV:4 ' 'N4'CT:1*47dttaiC":7;;;$14iCiggil*Ofitl t X;511;:orea 44Y,010 IV 4 f.ii,41,6241#,,0,4*4 100,0X,MK, ient ', f.=1=1,4,4010#0,24.#0t 41040li4tI4 ,,,,i'MN0,1124VIWIr Me0V;,,VVillefeWr r"#04' 1 RTS14Zrniiig44400'41AgrOgiff ,,,,,,,,, U;;::Qa9,kMEqffl040;;;WIL;;,.11,;10;4414101007A,,,,1 i %A.914040%,%;g41:4natiggd*/*/*"°484104C ;5, Na F,,,4;VC, :4420,iiii410111114; l;;; 1 ,attOett,,,,5„tt,Ultat640,.;/;aW4i '''°"'IMn SOW,?!/OATI6e0141Firtt: 1 #,;2:gorig::::::,1090WM00, #010,110,'*'00,0;1 1 mgo:04104y4,41#1.9ictegvfit,i'.':.,I OggwOrV,tt,,00kood,0047:,/ {477t,A,,,,m glfgAke091,401rilgWOMMY0/0,t,,,,OVA A okr",c,,pP0oey',,J, r, ig:,,aNgkai,g*gigibiviii4Mtilliirig Tablet for AMS—Project manager summary view .0*o* 54 I IP a g e . „ • TIMMONS GROUP Exhibit'B"page 57 of 135 Asset Management So are, Implementation, and Support City of Richmond, IN The software supports a security feature so that individual managers can alter their specific projects to meet then needs. Each project can he managed at the level of individual activities, as well as the overall project.This approach allows users to generate a variety of project reports. Projects"roll up" in the hierarchy,allowing a project that contains other projects to incorporate the sub-projects in all reports. Each project can be defined with line items,attachments,budget amounts, comments, dates, assignment,approval,and work order and service request costs. Contracts Contracts is an optional app that is used to track all work including the design, estimated costs, bid process,and other activities contracted out to another entity. Contracts can have a set budget; track a set of tasks, materials, or equipment; track estimated costs; record reported costs by line item; and track work completion and rot approval. Contracts can also spread materials and costs across multiple work orders or inspections. Cityworks' .74 tIP114. 220002 2212220 22100 20240,222 R20220 0220021 22020202,0 P22.0020 202220,2222 12420222402 12R 002222, 2—202 0222 2 220,22 r,22222 2 , 0,022020000 , 4 0000220 00/00.100, V184.0411010aM WW1 Mar RWIT hot Armo 0564,70. JT,Xf tte vmmmAN 4"4"4.4"4'4 220 20000 2202002000,20 22 2020 Tablet for AMS—Contract sample System of Insight Once you begin collecting data on your assets,you can better understand the full scope of operational costs,labor, and materials—as well as the overall health of your infrastructure. Cityworks helps you identify and prioritize risk, implement process improvements, enhance organizational efficiency,prepare for emergency events,and build a business case for necessary personnel and resources. Performance Budgeting Performance Budgeting is an optional app which provides activity-based budgeting which is reconciled through work order activity. By leveraging the estimated equipment,labor, and/or material (ELK), Performance Budgeting 55 lEage TIMMONS GROUP Exhibit'B page 58 of 135 Asset Management So Implementation, and Support City of Rictimon, IN develops projected annual and daily budgets which can facilitate the pre-planning budget process in your organization. Organizations cm compare their year-to-date (Y'ID) work activities against the projected budgets. Tracking work progress against the desired or anticipated levels at regular intervals promotes crew accountability and efficiency, improves data quality and more accurate tracking of the material needed, and provides administrators with reliable indicators for infrastructure management decisions. Budget plans can play an important role in a public asset management system. Tools are provided which produce detailed budget projections based on work order templates, maintenance factors, cost factors, plus actual and projected work. Performance Budgeting can help to accurately predict future budgets and determine cost projection, productivity, optimal crew size, etc. • WO Templar rer. r , lulaingmerze , xft WIT VI 111 : o ' dm* Performance Budgeting—Budget example Operational Insights Operational Insights is an optional app which provides organizations with a means to identify and assess high-risk assets and to establish maintenance strategies to increase their lifespan. Results can be displayed on a map so that capital improvement funding can be prioritized and applied more accurately.Work orders and inspections can be created from the Operational Insights map event layers. GIS field mapping, asset strategies, and maintenance strategies are configured which are then used to calculate KPIs related to the health of your assets. These strategies account for GIS field values, proactive maintenance, reactive maintenance, risk factors, factor ratings, and more. Calculations are performed using asset and maintenance strategies developed for each asset type.These KPIs can be displayed in a table or visualized as graphs using the analytics dashboard. The resultant output generates the following: • Probability of failure (POP) • Consequence of failure (COP) 56 Page TIMMONS GROUP Exhibit'B page 59 of 135 „,dm Asset Management So are, Itriplementation, and Support City of Richmond, IN • Business risk of exposure (BRE.) « Maintenance score proactive under-nnaintained (MSPII) « Maintenance score proactive over-niaintained (MSPO) • POI,vs. CUE, • POE vs. MSPIJ • BRE vs. MSE'1J • BRE vs. MSPO « I:3RE:.vs. Reactive Maintenance Score • Consequence of Failure(COF) N.^° Bu�stlness Risk Exposure(BRE) 1 ik sr 41, hiM. vk 4k 110110,11,1111111,10,1 3, I11fl .I Ilp4,'1p�ill�...,mmwi n vi ' C,R'}w” Ivd SRL ▪ Under Maintained Proactive Maintenance Score(MSPU) r,Over Maintained Proactive Maintenance Score(MSPO) arrsu az.,k aei4, in,,, .r,k, x k 4 f t"r 51, c 0 a .a o a .,. „v __ ___ __W_ ... Operational Insights---Arralytics dashboard 6 «, 57 1 i q c," far, TIMMONS GROUP , 4Port rt4 art, I xhih t'B'page 60 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN .1nm.. l',""" """ ORMIMIONAMOOMMIMNIERNIMIglj'IcHliiiliiii:RiEC,:::!' 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AM P.OI. 1144414 Duct.Ivo.44,., 4, IS 4 A,M, 4,* ON VAM 4444 V &WI En Operational Insights—Map View Analytics Cityworks Analytics is an app which enables organizations to quickly create detailed reports using the information in their database.These powerful reports are used to graphically analyze the organization's performance. Analytics is delivered as a web service with a series of predefined,yet customizable templates, reports, and KPis. Users can simply configure the data connection and use existing out-of-the-box tools or attend a comprehensive training program to learn more about modifying and creating analytical tools,This app is integrated with Insights for ArcGIS, Esri's data analytics software made for advanced location intelligence. Using Cityworks Analytics with Insights for ArcGIS allows users to visualize asset data in maps,charts, graphs, and tables.Together,these tools provide valuable information about the operational performance of your organization. 0,4,04, 58 TIMMONS GROUP Exhibit'8 page 61 of 135 Asset Management So are, Implementation, and Support City of Richmond, IN fil 1 . . , 1 , .,.. . 1 1 , 1 , f . „ lit 11 gito Cityworks Analytics with Esri's Insights for ArcGIS 59 1 P a g e TIMMONS GROUP Exhibit'B page 62 of 135 Asset Management So are, Implementation, and Support City of Richmond, IN Customization Cityworks AMS/PLL includes the ability for users to incorporate individualized reports, queries, charts, map displays, and other web parts into the user's inbox. This allows users to incorporate related data and infOrmation that are not core components of Cityworks but may be directly related to a user's needs. Cityworks Y51,1.1,1,%NA t,t1 1011, t ihittt - °zit t,rvt.— t 5,111,110 t AO t50.1101 641 OM M101.1, Tablet for AMS—Inbox A Cityworks license allows your organization to use, copy, or prepare derivative works of our documentation supplied in digital format and thereafter reproduce,display,and redistribute the customized documentation for your organization's internal use. The Cityworks User Interface (U1) can be customized utilizing changes to XML or IffIAL files, and by incorporating stored procedures. Moreover, customization can be accomplished using Layout Manager UI rendering tools developed for Cityworks AMS/PLL. Users interact with the Layout Manager through specifically formatted XML files. Each time a page loads, Layout Manager reads the files and then interprets them to dynamically create the U1. Documentation and optional training classes are available to help users understand how to customize the UI. In addition,the Uls of Cityworks 15.4 (or later) compatible apps built outside of the platform can be customized utilizing Style.These currently include Respond, Storeroom, Operational Insights, Performance Budgeting, and Style. Other compatible apps can be customized with Style, as these new versions are released. Style is available to clients using the currently supported arms for which Style can be applied. Style offers an efficient way to create style profiles and apply them to specific users. UI changes can include control label descriptions and visibility, collapsed panels, theme colors,imported layouts, and more. Keyword filtering helps navigate through the occurrences of the names of the controls,after which changes can be made. Control names can also be viewed from within the application during the profile editing process. • 4,,Coe 60 TIMMONS GROUP VI 1114 dr,k, VW PS. OM, Exhibit'B page 63 of 135 Asset Management Software, implementation, and Support City of Richmond, IN Cftok Layout Skims P.„41„ele9„ vd,„„L„moArmaA „,„,144, r ardWim, Wok 0.6 iveh, "AMMO flarnbrAV VINAI M CU umbe, Wan LAMM nto, rdme S.Oyo„t„,„1 ,„„„„d DM UN POW*Po, WAN MO WM rtivAhou one0 vre 7,1 cur.... rr.r.rrertriNrfOrArk0.1,P Mrervarrrdi VW,TO,,,r,rn, , r Vrtr,r,51, rOrrprattry. r me,h..,homm Ci fic,,,Worr en,„mauttCom.,,,,NArgeoro rarrrerert, 4.9.,4 VoS,VY,4,,,freerl rrnr4,1 efeidernrr, ,,,,MaNtarA r=v4,10 mark.66 che 6,1,911`, r/K3 Ir1.101,10,10ed401 0,1M1 0,11^}1D9Minmn Sy beham,M^ Style—Respond, work order create profile Interfaces with Other Systems Cityworks is built using open standards and technology; storing data in an open, published format utilizing standard commercial SQL databases, such as Oracle and Microsoft SQL Server. The open-standards design of Cityworks is the key to developing applications and reports that enhance each individual system and interface with your critical business systems These interfaces may be created in-house or by a third-party contractor working for your organization. Cityworks customers are free to use the Cityworks data structures to build interfaces to other databases,such as customer information systems, financial information systems,human resource management systems, fleet management systems,and other related business applications. Several customer sites have even created their own applications to access their data. Our licensing policy does not prohibit this in any way.We believe in and fully support"open systems" and"open standards." Application Programming Interfaces (APIs) extend the Cityworks platform i to third-party applications.These APIs expose specific functionality as well as data, allowing Cityworks to interact with other systems.APIs are licensed separately and require configuration. The Cityworks data model and structure is documented for internal or neutral third-party consultant use.Azteca Systems requires the client acknowledge that:copyright law protects the Cityworks data structures wherein the data is stored. However, as a client,you are always the owner of data entered or stored in Cityworks or generated by Cityworks. Access to and utilization of the data in Cityworks is unencumbered for the client's internal usage for the following purposes; • Data conversion and data migration into or out of Cityworks. • Internal application development for acld-ons to Cityworks or for an application that is complementary to Cityworks, whereas the application is not a reverse engineering of Cityworks. 61 IP ag e TIMMONS GROUP Exhibt'B'page 64 of 135 � nip ��&' Asset R8anagernemt Scr,mare, VmmpNanmentati#n' and Support City * The clevelopment and maintenance interface frorn Cityworks to citizen web pages for information and service request systems.The Dcrosuc has access to the complete documentation nf all Citywocksdata structures. Chents may udlize the services of a th0hparty vendor to support CRyworks for the above QmT Howeveq the third-party vendor cannot he a direct compedtor ofCityworks, and the third-party vendor must exe(,Llte a Non- Disclosure Agreement with u& We have, an extensive network of authorized implementation partners, each having an impressive track record of successful implementations and integrations. =~% 82 Pa8e TIMMONS GROUP Asset Management Softmmre. Vrnplenmentatimm' and ��upport ' City f Richmond, IN SPECIFICATION QUESTION RE The ,esponsosVoUleRFPandNnhadexceodonaanabaseduponourgoodhahheffort\oundershandandinteqpretdhe functionality statements listed. Our answers and responses include qualifications, exceptions and clarifications with our intent being to represent the capabilities of Cityworks software truthfully and accurately. Notwithstanding our best efforts to be accurate and truthful, these responses are not to be interpreted as a warranty for the software and services to be furnished for this project. Only the software license agreement with Az0aoa 8yotema. LLCcen be binding for the software. Our standard COTS license agreement has also been provided in Our response to the RFP and may contain terms contrary tn the RFp which would then need tobenegotiated. VVa take a goodwill approach and reasonable position in negotiating terms and conditions to assure all parties are comfortable with the final governing document, VVe strive tobe truthful and accurate in all of our responses, No response in the RFP should be construed to create a binding contract contrary to the terms of the agreed upon license agreement orhz exceptions set forth herein, Moreover, the qualifications, exceptions and clarifiers may describe a particular function or feature that we expect to provide aa part ofe future software product offering. These will be clearly articulated assuch. |n that event, w4mare providing that information solely for your general information and not as contractual commitment, |f you need untnmake a commitment on a particular function or feature, we will be glad to discuss that on a case by case basis, and to include whatever terms are mutually agreed upon inthe final written agreement. Comment Meets with Meets with Does Not Future Meets MinorMajor Meet Release Configuration Configuration Manages asset Cityworkm assets are modeled io hierarchy arid the G|S. Typically inenasset |ooationn, supporting hierarchy there is a feature to up to 8'|eve| otructuro object relationship created. Items X ' in the obiec1hierarchy don't have a map location, rather they inherit location based on the parent feature location. Please nahcrenma ascreannhotnf the asset hierarchy at the end of this section. Ability to As Cityworkm is E)|3'Cemtric, asset accommodate at data schema iodopen~v-ntonG(S least 1O'OOOunique X Data Schema. asset groups and at least 5O attributes per asset group Manages asset Asset install date and events installation and associated with construction and construction history X maintenance can betracked. within locations Categorizes assets Asset category can bm tracked ao as active, X an asset attribute, Categories can abandoned. pr be asset specific and defined by removed the organization. Monitors asset These attributes can be tracked to omndidon, unage, and individual assets. Concktion can be criticality calculated based onasset X inspections and the most current condition written to the asset, while keeping historical condition scores to monitor change im condition over time. °~~ 631 Pege TIMMONS GROUP �. ~ ` ~ Asset Management Smf�-mrm. Irn�Aanm�ntotmn' and ��up�ort City f Richmond, IN Tracks financial Costs and values can betracked indicators including ek the asset |evoi Overall cost of original cost, ownership ieoomeMhing that is replacement cost, '' �ackedbased nnbx�|work order depreciation, cost over time. remaining asset value, and life cycle costs Enables Work order classification and mainhonance, scheduling are core Cityworko scheduling, and User functions. Work activities can also classification ofwork X bm set to repeat ona set cycle for onders (e,g,. ongoing preventative maintenance. preventive vs, corrective, etc.) Associates work Chyworhs best practice iato orders with an asset X associate work orders with assets ora group ofassets using either 1:1 or1:momy relationship. Ability hoprovide Inspections can gather various inspection and testing observations that play into a results of an ooset'e weighted algorithm to calculate physical condition, asset condition, This condition assign ocondition score is associated with the asset rating, and analyze X and can drive G|S symbology ns the geographic well as allow for heat mapping for distribution ofon- visualization purposes, going maintenance activities for linear assets, Allows for both Work orders can be created onam individual and cyclical as-needed basis or can beset to scheduling ofwork, X repeat based onapma-defined including resource work cycle, planning, Ability togenerate Work orders can bu set torepeat automatic based on time es well oo created if notifications for certain conditions are met onan needed preventive inspection. Work orders can also maintenance based X be created based onusage on asset usage, thresholds being met. AMofthese condition, and activities can create anotification calendar in the form Vfan email mr can be routed into the Ci1yworks unero inbmx/doshboard. Asset tracking system Assets can beset tobeon for aging asset different maintenance schedules condition that based on attributes including age. generates repeatable X scheduling for clean ing/maintenance based onacalendar aging ofcondition Ability tm track and These attributes can betracked update asset X and updated based onclient nondition, msage, and business requirements, ~~�00, 64 1 Page ^^ w� "A�' TNMMONS GROUP Asset KOanagemmem'tSof are, |mm�kanDentmtom, and Support City f Richmond, IN consequence of failure (criticality) information Ability 0oattach Media and links k) media can be images, videos' and X associated with assets in8ISand documents toasset retrieved through Citywodks. naonms Assigns unique Asset |Dis tracked in the G|S. identification code to Typically the unique |Dis auto- each ayamt' X generated. incorporating existing asset |Ds already in use by the District Associates, tracks Work orders can track internal and and reports all costs vendor provided labor, material, (internal orvendor and equipment costs. provided) for all work X orders orprojects (labor cost will need hobeimported) Ability tntrack Costs and values can betracked financial indicators ot the asset level, Overall cost of including original ownership is something that is cost, replacement X tracked based on total work order cost, dopreciahon, cost over time. remaining asset value, and life-cycle costs Robust parts, The Cityworks |nwantoryadd'on Supplies and (Shonanznm) can track inventory materials inventory stock and transactions and utilize syotem/modu|ethat bar coding. Storeroom is fully Supports bar coding X searchable and reportable. and generates reorder reports based on specified inventory levels/volumes of inventory Supports data input Field drop-down values are highly with drop-down X configurable and can be system- menus or lists with wide or work activity-specific selection options Highly configurable, Cityvvorka is highly configurable extendable, and and has been implemented scalable, and intuitive hundreds of times at various scale to use, with a and locale. The Cityworksuser common vernacular X interfaceall (|angua8ein types of users from mobika0o everyday use). and power user. provides aconsistent graphical user interface Operate ina Cityworkn can beimplemented server/brmmnerand X using server/browser or hosted on cloud-based CityworknOn|ina environments ^�* 65 � age ~° ��- . �� TNMMONS GROUP Asset Management So��anm` Implementation, and Support City f Richmond, IN Capable of ultimate Ckvwodo events can bepublished integration with Eari and consumed bvAroG|S Pro. A ArcG|SPro, X web map can also be created and include Cityworks events and be consumedinArc8|SPro, Capable of AroG|S map services can be integrating with X configured and served Lip tobe AruG|8server. consumed byCitymorhs. Able to integrate with Cityxorko in an open data model other engineering, with several robust AP|'o. As such maintenance and Cityworksis open and integrations inspections software, hoCityworks can be done via AP|'s PyVIC web services, bothcproceaaes and/or database triggers. The abi|ityto integrate with Citvworks is typically limited to even re,tincted by other applications the District X may have. Timmons Group has proposed to hold a series nf workshops with The District to determine the technology process that is best viable for each intergation, to price this out and then The District can decide ifthe value of the intergation is worth the cost and/or the limitations placed on "future proofing" said in0ergation. Able to integrate with The Chywmrka CCTV Interface for CCTV Software PACP in notnoftvvare'apeci�c (VVinoamVX) '` rather it integrates with the PACP format. Able to integrate with While technically feasible to do this BaUefeui| Szur& integration bin limited to a batch Asaociates (BS&A) process approach, Timmons financial software Group prgposnestoeva|autethe data fields that will require integration, which direction this data must move in, the effort ho build this intergation and then for the The District to eva|auteMhe costs/effort benefit vs. not doing X the integration ho decide if the intergodon should bebuift, Please note that updates toCitywnrks and/or BS&AwiU likely require rebuild, testing and re- implementation oftheintegration os each product ioupdated, Depending on the complexity of the inteOraUon, this could be a significant cost that re-occurs with each application update. °m~ 661PoAe ~� �«� ` m* 4, TIMMONS GROUP ^ ' Asset Management Software, Implementation, and Support City f Richmond, IN Able hz integrate with Timmons Group has developed SCAUA several integrations to multiple SCADAeystems. These integrations are always one way, X Cityworks. via AP|'n reads the SCADA historian database. This data (run time thresho|ds, a|erms, etc.) will then kick-off automated work orders within Cityworko. Cityworko assets are Please reference ascmaennhotof modeled in the G|S the asset hierarchy at the end of Typically inanasset this section, hierarchy there is feature 0oobject relationship created. Items in the object X hierarchy don't need to have amep location, rather they inherit location based on the parent feature location. Able toimtegnate with Search results inCityworko can be Microsoft Products X exported into MS Excel format. (Excel, Access) Able to integrate with The ability to integrate b»AutoxCAD AutnCAD. while technically posoib|e, is not recommended. AutoCAO datannode|a are inherently quite a bit different to G|S datan»ode|n. 'Timmons Group proposes tohave a ''diaoovery'' workshop howork with The District to understand the desire and reasoning for this integration, If, aftor, this workshop an integration iodeemed desireab|e. Timmons Group will work with The District todevelop the functional requirements and then design the integratimn, detail effort, scope and cost and present this information tothe District for approval before the build, testing, training and implementation of this integration is undertaken Able Vz integrate with Timmons Group has developed an Lanerhcho integration hrLaserhchepreviously utilizing City^worksAP|'o, Timmons Group proposes to first develop the functional requirements ofthis X integration wit The District then develop eht design, scope, effort and cost, Ad this point The District can then decide to execute a change order to have Timmons Group deliver this integration. ° °�� 871age mw ° �� P - ^ � TIMMONS GROUP Asset Management So are, Implementation, and Support City of Richmond, IN Ability for secure, Cityworks has the ability to provide remote access of secure, remote access to system, including Cityworks and GIS asset data. existing asset However, a full understanding of information and the system architecture to achieve capability for field this and to ensure District entry of data and definitions/requirements align with information the ability of Cityworks to meet this via the required system architecture. Create Search Ei Create j Search 17, Rag Feature Object Selection ,fLLZL)Lift Station(1) Coffee Creek Rant Lift Station ein Generator 11) Coffee Creek LS Backup Generator Grinder(I) 2 Ej in Meter(2) 191 LS-CCPLANT-FM IS-COVR8-FM01 („43 „C911)Motor(I) filt)Pump(9) ti),) , 01IFPump4 8 42 .411- kitH 8343 [49- 8742 9944 SMA9000 K35105811' 21 K3S1058 1330 „tei Motor(1) Its 2 H rfg!IR K4B10729711 i'41, Cy Motor(2) eit8 3 199 t- L711S'11 4 2 Expand Check Uncheck Cityworks Asset Hierarchy TIMMONS GROUP exhibit'B page 71 of 135 Asset Management So��am*. |mnpAe��entat��n. and Support ` City f Richmond, IN �U��E��N T��L I N F��F��\t 1�jN ��RS Software Characteristics and Compatibility 1. What is the moximum number of asset points Currently being used by your existing customers with the same version mf software being proposed for this project? Theoretically there is no limit. Th;�; is note metric that istracked by Ci|ymorks Cityvvnrks has been successfully dep|oyed in large metro areas such as Houston, PhUade|phia, Raleigh, Qurham, NC, Be|tirnona Mary|and, Cleveland Ohio, Toledo Ohio, Charlotte NC. etc. 2. Please indicate server and database hardwarn/ooftware |icensing requirements, Please refer to Appendix C for this information 3. Please indicate number ofinstalls on SQL Server, and any additional S[>L licensing needed, 9096 ofCityvvorks clients run on S{lL server, Task 2 of implementation addresses SQL licensing, 4, Please cite examples where scftWvare has been successfully integrated with Enr( ARC'GiS. BS&A Financial. 18096 ofCih/works clients are integrated with Esri ARC'(3|S. Due to the fact that BS&A is a proprietary mode|, they are no known integrations. HVwever, bab:;h processes can be used k> move data between CitywVrksand BG&A. 5. What is the ourrentfrmquenoy of software updates? The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not commitment to deliver any materia|, cnde, or functionality, and ahomkd not be relied upon in making purchasing decisions. The deve[opment, re|eaae, and timing of any features or functionality described hzrCityworke' products remains the sole discretion ofCiLyworhs I Azteca Systems, LLC, Historically r releases have been released approximately twice year followed by minor releases (primarily composed of service packs) released approximately every Gweeks until the next major or minor version re|oase, and as needed until the subsequent major or minor release. G, Please describe available resources (and locations) for software Support and technical support options. Is it third party o;Vendor supported? Vendor supported. Support is available in the following |noationa� Sandy, UT� Carmel, IN; DeSoto. TX� and West Bend, VV| 7, What is the maximum response time for technical assistance requests'? Please refer tosupport agreement. 8. What mobile operating systems does your software support for field data collection? Is the software agnostic to all mobile data platforms? Chymorks has mobile native apps for iOS and Android for smart phones and tablets. We have a browser-based mobile solution called Respond that is operating system agnostic and just requires a supported browser. User Interface 1 Please provide examples ofat least five different screen views, and links to any online videos that show functionality. ^ �°°6�w 691 ge � � P a . � TIMMONS GROUP Asset Management Software, Implementation, and Support City of Richmond, IN We have a variety of videos, webinars, white papers, and articles available to the public on our Resource Library on our website and our Youtube Channel, specifically the Product olaylist. See product description pages for additional screen shots. https://www.cityworks.comiresourcesi Cityworks and ArcGIS: Empowering Public Asset Management http://www2,citywarks.com/1/140061/2018-10-30/39j1zq https://www.youtube,.com/user/AztecaCityworks https://www.youtube,com/playlist?list=PLIZPhkGUiJ599C4R-tzC8NuW1AjECUoXD 0,21 POI 1,Marh'1411,116 IP I!, < Warx Order ll[leca[Viort C(ean/Jetting#135800 Priority:Medium Status:2a-Open Submit To:(S)PARKS,BRANDON Supervisor:(S)Tyler,Henry Ackrial Start Far[sh Arl[dress 1500 LANCASTER DR Lor„almar aciaons Cornm[rans None Asselea Gravity Mainline Feature(0 of 1 Completed) akaw 5 Hour(s) V[ater[al 0 Unit(s) Ha[mprnortt 0 Hour(s) 0 Llnit(s) (0 of 0 Completed) Pr uiec Consent Decree(SSO)SubCategory COalplele coo. 7011a q e TIMMONS GROUP ExhiNt'B page 7:3 of'135 Asset Management Software, Implementation, and Support City of Richmond, IN Mnoi VAL tt 4t,1 whoa «si 10L), Q b,loch Pendng(0) Actwe Supprvm,OF Work(0) Actrve Subnvt To Work PM-TV#136060 Sewer Tap#135570 ) , Sewer Tap#135647 1108 N BROADWAY SS°Overflow Event#134669 601 HAWTHORNE Pt. ") Clean/Jetting#135800 1900 LANCASTER DR Raise Manhole#135403 ( ) Sewer Tap#136668 673 AUGUSTA AVE ) ) r Clean/Jetting#135194 r )) t Clean/Jetting#135829 Clean/Jetting#135840 ))) ) ) I Ikeivl Ortlo, 0, 71 I P 46 TIMMONS GROUP Exhibrt°B page 74 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN J2.3:nn tmo mon on016 : ... ,friap nnn .. ,. 1,'N tiC if.oft i 1 j J '4,1r111:,111j1:0 11 "414 P 1t1,1$1311,1 , 1111111111 SI r:17-','''''., , ,)'?TriATTRNPPTT viat,,,t...;:T,''''!4„tft,',1.."Ittitt'S'it:::ttit l'it',r tiiLrtqli'itititt'Ott7.;,"fitttii!/"„tt,"it''t "tf,"'' " i"t"''''',IL tittl ti:/t t';',,t,'Le tiet"..$44.,ft 7 , jjI"73 INN ,-:-7,,'., , ,„,„„0,419. ,pgY,45,,, F;,1; 1,Ir:44Tft.'I':','''://:„:2'. g„1„41„ .L , -.I :7::?::;'i*- 'iA , ' ..._ 1 Tr',14L 7 4'... de "44771; ";,,,',:,,'".. ',', 4:''''41'7'4gMLLP1 41'''''' '','Ll"„L*Lf":„L",,,, ,L,„ ,N.'"", ..,' , ,";) 14,,,,4,1,,,,,1 it/titt'-"T—il ' itt ; .',i'..',1',.'J L.a:,,,,L1,'1.:,...j,,,,..,,'" : 'i. „ :, ,;--, rg,-"Ln ,FL:—.9g,!Lg.g L g„L_ , , ) —..„,,,,f..$ — : inspec t#135846 > 1"111oj 11t V1J1.111A 11111 111 J 311 jt11,&;JJ1.3,1111or1-33111 j'. -"Lf1 tin 7 lii7:t---7--- F. 1 tr) .Eill At,,,,A,i , ',;,,A,:,,,,, - --,1 1„:. + 72 P a C. e e 0 41* TIMMONS GROUP Exhibit"B page 75 of'135 ,...,•.,..,.. Asset Management Software, Implementation, and Support City of Richmond, IN 2J.•ga.PNI.:.'W.:m Ow la''.•.••• ; ; ' '.• ••• .• • •••••,.'•,: •;.: ' . ...'.....:'.";•:.,.•• , • ..••' : • 10 aN,I,';;;.!ik...•,:.:!•:!: ' . . Map.•..'.......1 ..••••'• .. •••':. •• .• •..;..,..• . . • • ••.eoir.•. •••"." • • • • ... •• . 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TIMMONS GROUP YOURV,5,0,1.0,,,,,,OT“AWACh,OUP, Exhibit'FY page 16 of'135 Asset Management Software, of I Richmond, N nt Software, Implementation, and Support g 21 pm mop 004,te map ava ,,,,v-,,,,,,„„,„,,,,, ,Seed 11'• [f I IL,'I`[1.1./,„y; „,„„x,,,,, ,,,,„,,,,,,,,,, ,-, I',) ", g,"I. 1"."•", 1I , 1, ' ,;.';,,,,,,, -7-„,:,---- , , "', * 4- 74 1 p a g e 0*IP immONS GROUP YLIURVdigONACW,V, Fxhibit'B page 77 of 135 Asset Management So,: are, Implementation, and Support City of Richmond, IN AesetDetafls q, to " OWNER CONTRACTOR NIH3LENGTH MH333I[DTI DEPTH El LID MATERIAL 1311710 ITD3DIANIET ER STATUS Actve SURfACE_TYPE LEGACYJD Ia'tiARRANTYDATE **r' CONDITION 4 CONDITIIONDATE El CEDRA_MOD FACILITYID 18737 ASSET_TYPE MU ErtabIed TI6Ue AntIllaryRate No MAGC 73,334:wolecover.ipg IN3pCordution WolkOorw PoF of Crawaluty BRC Ta avigcos3 Rei)ICost Bu', GIobaIID 18ACABE67-A020-4 D70-90DD-SE B4A1ADD659). • LDS Ccf Pv { Si A,History $talt Note, Firolhooto Exre I St mr,:loscrit3om steam '41k, 1SY Ait, °dot Unief 09l',412014 1,1)0,1,AM M 'We l ,LLOSIO1700 AM 0411?,/2008 12 CIO Atoi, 0,440t, q no 75 I TIMMONS GROUP Exhibit'8 page 78 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN ,lic,1 0- ;a DoAboow000ibumn.v0 406,0rdwAcootty 114,4066666,411“ 066166141.6 OA. 61666066066 Airt616,01 4 NV Ma I 66600610. ,44666666611166, .6661.6,6110 0,t4,1** 4 Ilt W,,Ol,Ovd*f 3,,,,Noqotsted Wok OnNoro Opole"IPXOW**$ WO*ONII***,,,ffoody fro Rooftw 1 EI cl fl Irl wo,,,0.0.0. 0..... n Wo44***4 0**001to ohea ,',.1, I wm, MO r h 4.1?NOW il'„',i ' ,/,,,,,, /,, ''' J'''', 47) Li r,,,,,,,,,c, h,,,,,,r,t,,,,,,,,,I., 0,:,3 Ate'n, w,,,„4,00,,,,,, 11'.3 ,m,,,,,e *4,P66666”.orl0,6 ,r I 6 ,1 ''''f'', , ,ft J/my-, ',',„,,,,'T-* , ,, , 1 ,M,"'"T ,, ',/ , %) „*06 p66µ,666,6 I,hal,/^04,( 11:,, ,Y,'' 6016616601616)066606lifv It: 16 06611,661. MoN6606.641 ' '/6 1: 4'1''666 6 66 V r 1 ' + ") UM, MO*CA***,,M ril ,W4Q,A 11,004,0 Ild*** r.7 ,,,V;i041 ***1016.4.* a,' frolie t,"' ",,' J,„'t,,Y,,,, I,,;!%'',/11 ti?"'"'',,,,,r/ ' ',,,,, ' " ''H""" M':'1110011011:11111 ffeffotstedWork Otderf fef Actkit 4,100,,Offiers tty Localloo goodly tot fleffew Wotil.°Nom-Of Off MirigiCifiteittABWAN iir' * tow,41„N'AP llommirl,olimoi,N• ' / 7 I,!.-')''r'r' ", i J,t%'r—-,'.'.",,, 14 f , : , 1 t..4 ' i Alp.t,,1 0.0 040 6.00,4 **O.,' F',..t.,.. 1 440..,..,',..0.4 ',' 111 ,1','''':;11,1NIT" atYWOrkS MOIIIIIIM V,.C)V 0 1 1,00*********Akrom t ,1 , „'I in vs ,,,,,,6666,66K 66 66 6 unlo 'r,',Pnm A.'AM, 1;;;+",;A.; td 0,1111, * M L . x t ,,—,,,,,.. ,,,,,,„,„, IMINIMMIIIIIIIIIII=1111111111111111111111111110 ' ', 1 , , ,1,1,11,1, . . .. . . HO I 11111',.. irnr,A0 ( somm...c===zapammumeis 11=1111.111111111111111.110111111.1111111111.11111 76 I P ,',.=i, g TIMMONS GROUP ,—.Vt,,,,,,,ACWWW,..,VI4Y.141,49 1,1,, Exhibit"a page 79 of 1'35 Asset Management Software, Implementation, and Support City of Richmond, IN Cityworks' 0 caw./#.1111161.14 ,,,, lir„ 0 1 ,mmmmmu.,mmrnm.m.mm.... 1 4 111.1111MMIIIIIIIMIIIMIMIIIIMMONIMUIIIIM11111111111111111101111101111011 M 111141110MilIMII MK IRMI flit ' VAIRMOIMIIIMMIMMUIMIMR IIKM, IIIIM 30' 1111191,1101061MIMMI/MINI NM it ;)r I' ' V*1•'''''''A : , 1 1 4 14.1.01,11M6 .,./ 1.I.,..4,,t4.4 11 I I ' ' MureM t' , 11 1 ,/ till 1 tIt' ...... 77 I P a cr4 e.e..**1 .* 40 oe, TIMMONS GROUP 'ff..4,,,Fr At FM,Y1,5/ 11.1N,IG.,E1,111, Exhibit'B page 80 of 135 . . Asset Management Software, Implementation, and Support City of Richmond, IN • •p.,!:!,!,!;;11.1,1,,, .. Asset Whets• . .. kii:::•,•,,...:!;.,....,!',',::. • •-› "Assets . .4..; * WelATED MUMS .Ly..., OCICI ra x PI YEW Au, 1 assets selected CUAR MEMO 0 SMANNOtE.PS) 76 + 0 id COJECTIO WV, $141" X Y Z I0 18733 234 1 2168 2116 8271 6568 243332.,'227'5 TOO 6349 18737 238 1 12.9.2. 2711540,7358 245170.9394 11291822 e 0 78738 229 1 2113 277732497722 24521 6.3842 1728.8632 0 18739 241/ 7 294 1311639.13340 248326324 11279914 0 '2 8743 241 1 21:15, '2117502..1 no 248432,3444 112411 Of 0, a II MI 0 ,,.................„, Ta CREATE WOW MOWS) MATE INSFECTION($) ,...........„, Mil A Details A.. .................,, LC_I.) OBJECT1D 238 1523 Pv I' BARFIELD M 4 ,...........; MATEMAL CON irR1 , ELEV2R124 7127.83 FEATUREJD 23812 77777 SULTYPE 14171 St 1 . DAMN 7..............7 .................„ SUELBASIN Sy 1 LOCATION DATUNSTALLED IIII—I! OWNER !ItiEl . • !..............!,' CONTRACTOR m 113124,17ENGTH RI . 16117_9770112 DEPTH ILTD_MATERIAL UM/MMETER 2.,....c,.2. 7 7 8 I P a 9 e 417 TIMMONS GROUP Exhbit'B page 81 of 135 ' ~ ' Asset Management ��r�' mn� enn�� nY� � intetom, andSuppnrt City of Richmond, IN 2� What m process for data collection? Please refer to the implementation section, Asset Management Functionality 1, Please provide screen shots to,illustrate the standard fields for tracking asset attributes and risk information, Please refer to productdesoriptiion Work Order Management 1, Does the software have a Wmit to the number of work orders that can be created and stoned? — No. Cityworks does not limit the number of work orders that can be created and stored. 2. Are work orders customizable? —Yes, Work orders are template based and configurable. Custom data fields can be added to template through configuration, Work Ordprhonnp|aVss'can be further cushomioed through editing of>(01L to hide or rename fields and panels. 3. How are priority codes assigned to work orders? Can risk factors be integrated into that priority?— DONE in product description Priority codes are assigned at the template level. They can also be adjusted manually when the Work Order is being created or after it's been created. When creating Work Orders from Operational Insights PoF, CoF, and BRE can be taken into account to decide the appropriate priority by the person creating the Work Order, 4. Please describe how the snftvurare facilitates preventive maintenance planning, Can it generate a full 52-week PK8 plan? —DDNE in product description Preventive Maintenance Work Orders and Inspections can beautomaticaUy generated based on set time cycles of days, weeks, months, or years to facilitate preventive maintenance planning, Work Orders can also auto generate based onset thresholds (pressure or temperature for example) or runtir-ne hours, These work activities are searchable in the system and available to be viewed, edited, re-snheduird, or reassigned as part ofa 52 week PM plan. S. Please provide examples ofostandard work order (both open and closed/completed), This is provided in the product description G. Can the software roll up multiple work orders into a single project? — DONE in product description Yes. multiple Work Orders an be rolled up into osingle project, Service Requests and Inspections can also roll Lip into projects. Additionally Service Requests, Work Orders, and Inspections can all be related to one another Capital Improvements 1, Please describe how the software addresses depreciation. Can different assets be depreciated at different rates? This fUnctionality is available with the Operational Insights add-on which is not included with this proposal but can be added if desired. Our proposed imp|ememtetion incorporates an iterative phased approach where we will work with Richmond to get the basics ofCityworko up wid running, basics of data collection, etc. Once this is live and in production we will work with Richmond ho build data, incorporate best practices for data analysis and add additional software as desired, GIS attributes can track install date, 000( retirement date, etc, Depreciation can be calculated based mnorganizationally defined rates. 2. Does the software generate e report tracking the depreciated value of each asset? Auuotom Crystal Report using the input from question #1 would be generated to track the depreciated value of each asset. 70 PaQe TUMMONS GROUP Asset Management Sof: arm` Implementation, and Support City of Richmond, IN 3. Can failure risks be individually determined for each asset? This functionality is available with the Operational Insights add-on which is not included with this proposal but can be added if desired. Our proposed implementation incorporates an iterative phased approach where Tve will work with Richmond to get the basics of Cityworks up and running, basics of data collection, etc. Once this is live and in production we will work with Richmond to build data, incorporate best practices for data analysis and add additional software as desired, Using this add-on asset attributes can be weighted and used to calculate Probability of Failure, Consequence of Failure, and Business Risk Exposure for each asset, High risk assets can then be selected frorn within Operational Insights and follow up work activities can be created. 4, Does the software generate a report of phohh/ assets based on [aUuna risk (probability and consequence of failure)? This functionality is available with the Operational Insights add-on xvbinh in not included with this proposal but can be added if desired. Probability of F."|une. Consequence of Failure, and Business Risk Exposure can be searched and visualized on a report, shown on a map, and viewed on graphs within Operational �nsights. Our proposed implementation incorporates an iterative phased approach where we will work with Richmond to get the basics ofCityworks up and running, basics of data collection, etc. Once this is live and in production we will work with Richmond to build data, incorporate best practices for data analysis and add additional software as desired, 5. Can the software Calculate refiewal/replacement costs based on pre-cletermined arid/or user-defined inflation rates? Our proposed implementation incorporates an iterative phased approach where we will work with Richmond to get the basics cfCityworksup and running, basics of data collection, etc Once this, in live and in production we will work with Richmond to build data, incorporate best practices for data analysis and odd additional software as desired. Acushzm report/dashboard can be createdthat will compare the desired asset depreciation factors with user defined inflation rates, G. Does the software include acapital impnovementprognsm prioritization module? No. Cityworks prefers to use risk- based prioritization and reports to support organizations' decision making processes, Reporting 1. Please provide a list mfntsndard reports (nnn'custom) generated by the software. Here in the list of standard Crystal Reports that come with the software out of the box, Additional reports are shared by other clients and made available on the client self service portal mycityworks.force.com: * Inspection Listing ° Inspection Summary ° Outstanding Claims ° Outstanding Work ° Project Detail ~ Projects with Corresponding Work Orders & Cost Summaries ' Quarterly ° Service Request Types Used ~ Service Requests byMomth ° Service Request Listing ° Service Request Summary ° Service Request Time Difference Report ° Storeroom All Transactions by Work order ` Storeroom Audit byLocation ~ Storeroom Master Inventory Lint ° Storeroom KAatehm( Below Minimum Quantity � Storeroom Material on Work Order ~ Storeroom Material Stock On hand ° Work Order |temizedStatement ° Work Order Cost Detail ° Work Order Employee Schedule Report ° Work Order Employee Actual Labor � Work Order Employee Projected Labor 80 Page TIMMONS GROUP Asset Management So 'v,,,are. Implementation, and S�Wpport City of Richmond, IN � Work Order Equipment ° Work Order Fleet Service Hours Summary ° Work Order Listing " Work Order Monthly Labor Cost ° Work Order Project VVorkOrderSummary ° Work Order Scheduled Maintenance Yearly Sum ° Work Order Scheduled Work Order byCycle ~ Work Order Details ° Work Orders by Hours Graphed � Work Order Task Duration ~ Work Order Task Duration Average byType ° Work Order Summary ° Work Order Task Summary 2, Please describe the process for creating a new (ad-hoc) report that will be used repeated|y. Is this functionality included in the basic software package orioitan add-on or third-party software? Please refer to product description, Licensing 1, Please provide the annual licensing fee schedule for a client server-hosted system, Vendor and/or third party hosted solution. Refer to Cityworks Software Liceiising quote for annual licensing fee schedule and potential hosting fees. 2. Are licenses structured by number of individual login accounts or by number of concurrent users? Provided in product description, 3 What isthe cost of additional users? Additional Cityworks licenses are included for the City ofRichmond Sanitary District Please refer toCityvvorha Software Licensing quote for potential additional hosting fees. Company Background 1. Please state the year the Vendor started in the business of selling CMMS/EAMS system solutions. 1996 2� Where ia the Vendor's closest facility/sales office in reference to Richmond, Indiana? Carmel, IN 1 Where is the Vendor company headquarters? ,.°=0 81 � Peg e . �� TVMMOHS GROUP � Asset Management Software, Implementation, and Support City mf Richmond, IN 4� Please list the numborofnew public sector contracts in the prior three (3) years for the product type you are proposing in this ERP. 103 new public sector contracts, 5� How many total employees does the Vendor have in each of the following categories? Administration: 7 3ales: 1G Marketing: 7 Development and Testing: 17 Vision and Product Engineering: 14 Enterprise Solutions and CorponstePartnerships, 19 CushamerOuocess Man.�'#ement: 21 Customer Support: 19 Finance and Accoundng�7 G, Indicate whether the business isa parent or subsidiary ina group ofcompanies. Subsidiary to Trimble, Inc, T Has this company or product being proposed ever been purchased or acquired by another company? If yes, provide the name of the companies involved, specific products affected and when such merger or accluisition(s) took place, [}n October 18. 2Q18AzteoaSystema^ LLC (dbaCityvvnrhn) was acquired by Trimble, Inc, (NASOAD, TRN1B), Cityvvorka products are not affected. 8, What percentage of revenues does this offered system represent to your company versus other products/se n/ices? On 10/18/19 Cityworko was acquired byTrimb|e Inc, (NASDAQ: TRMB), and an such we cannot disclose this non-pub|icly available information about our business. A. Indicate the pennentaQmofrevenueo contributed by sales of new systems compared to maintenance and support services fees. On 10/18/19 Cityw/orks was acquired by Trimble Inc. (NASDAQ: TRMB), and on such we cannot disclose this non-publicly available iriormahon about our business. 10, Indicate if the company incurred an annual operating loss in the last 5 years. Cityw/urha has not incurred an annual operating loss in the last five years, 11� Has the company had e workforce reduction during the past 5years? Cityvvorka has riot had a workforce reduction during the last five years. 12, What is the percentage of annual revenues reinvested into research & development? ~°�� 82 � � go .^ P 4/ �v TIMMONS GROUP Asset Management Sm��xame. Implementation, and Sopioort City f Richmond, IN As of the last twelve months ending 9/27/19, Trimble generated $3,23B of revenue and spent $463M on research and development (14.396 of total revenue). From an organizational perspective. Citymxorks resides within Trimb|e's Resources and Utilities Segment, which generated $5O3Mof revenue aacf the last twelve monthsending 9/27/18� 13, Indicate if there are any cutstan(Jing significant $250.OUO) litigation with any mf the following: o. Existing customers N/A b. Former customers N/A c. Other businesses N/A d. Any local, atate, or federal government unit N/A Hardware and Operating System The Vendor is required to provide the following information: 1� Please include the mini/rum and optimal requirements for the computer hardware environments in which the proposed software will run (server. network and vvorhstahon). This should include the supported operating syutem(s). network nonf�urabon and database syo|em(s) 2 Explain how your nysbanm architecture oUovvo for future growth and sca|abihty, 3. Are current versions of your software built with R|A (Rich {m*arnat Application) technology—such as Si|ver|ight or Flash? |f not, when is this development planned in the future? We do not currently build our software RIA technology. We do not plan on using MA for future development. 4, Are all of the software nnndu|en quoted rd owned and developed by you,company? If not please list the modules, 3 party owners or developers and describe their relationship with your company. Cityworks products are owned and developed by the Cityworks company and include the hoUVwinB� Office for AMS. Office forPLL. Tablet furAMS. Tablet for PLL, Equipment Check Out, Storenoom, Respond. Mobile native appn for i(]8 andAndro�d. Contracts. Ana|ytics. Operational Insights, Performance BudQedng, Public Access, Workload, Style, Cityw#,4 ks for Excel, e-URL, Single Sign-on/Roads and Highways, Web Hooks, and Web Map K8anag*r, Pavement Management, CCTV Interface for PACP, and many web services APIs. Refer to the proposal for the quoted software. |t may differ from this |isL Ongoing Support and Maintenance The District places a high degrz- of importance on the maintenance and support a Vendor provides for its application software packages. ~~°�� 831P age -^ TkMMONS GROUP Asset Management Software, Implementation, and Support City mf Richmond, IN The Vendor must describe the company's policy on maintenance and support, including costs, specifically addressing the 1 How regular support isprovided The Update and Support Agreement allows clients to receive all subsequent upgrades, enhancements, and bug fixes for all future releases of the licensed applications if the client renews the agreement annually Telephone Support ispnzwidedasfollows: ° Regular, business hours, 8:OOam-5�OOpm. MST, * Help Desk is aveilable weekdays, excluding holidays An emergency phone nurnber of a technical analyst in provided in the event of chhoa| problem occurring after-hours. ° Customer Support phone number: (8O1) g9O'1888. CJn|ine support is provided as follows: ° Regular business.houns, 8100 a.m—S�OQ pm MST. ° Weekdays, excluding holidays. ° Cityworks uses commercially available software for web meetings when it becomes necessary for the support agent to view the customers computer environment. The web meeting software may require that software be installed on the client's computer tooperate. ° An internetbrovvserconnected to the system is required. ° VPN and web access require secure access Lo the system, VVebsite support in provided anfollows: o The y@yCitywnrks (http�/ iyoityAprks,force.com) webohe is a registered user customer support portal, which includes, community nawa, install and update guideu, quick-start and user- guides, training announcements, downloads of software, developer artic|eo, partner remounres, access to customer swppnrt, and mcTe. Z How after--hours support is provided An emergency phone mumber, of technical analyst is provided in the event ofa critical problem occurring aftep houra. Users can also access t1he self-service MyCityworks Customer, support portal to SUbMit and track support incidents. 3. Hnm/ software defects are handled Prior to contacting Cityworko for support semines, the user will first attempt to isolate any problems that nccurwith the systern. The user wil try to reduce the problem down to a specific software or systern component. hitis determined that the problem is the Cityworko software component, the user will first try and resolve the problem without Citywnrks' staff involvement, |f the user cannot resolve the problem or isolate the problem, the user will contact Cityvvorkadirectly. Support issues can be reported by the following methods: ° Email--uaeann email address that will auVomahcaUy create a case that we will respond kz within four hours ofon»ahom when created during support business hours. ° VVebex--usesa chat/screen sharing app whereby users can initiate a chat with support personnel. Cases can then be created during the, chat session. ° Phone---l-1elp Eiesk representatives receive support calls and create cases during conversations. They will either resolve the problem or escalate the case to senior support personnel for resolution. �e,�_ 841 P age � T0MMONS GROUP � Asset Management Software, Implementation, and Support City of Richmond, IN Web port2� or website-----the self-service MyCityworks welbsite portal allows users to submit and track support incident-,. For each problem case, the information is logged, and the customer support team will provide an answer to the question or resolution to the problern. Any support request that is not ir-rin"iediately resolved is assigned to a technical support representative, Verified bugs are subr-nitted to the development tearn for,scheduling, prioritization, assignment and testing, 4. How and when software _ipgrades, rninor and major', are provided The Cityworks platform is designed with built-in core apps� Office for AMS, Tablet for,AMS, Office for PILL, and Tablet for PLL. Other,apps are developed outside of the platform and released on their individual schedules at regular intervals. These each correspond with a specific platform release while providing cross compatibility vv�th other,Cityworks products, These optional apps inclucle� Analytics, Operational Insights, Performance Budgeting, Public Access, Respond, Storeroorn, Style, Workload, arid mobile native apps for iOS and Andro�cl. Cityworks releases are assigned nurnbering (e.g., Cityworks 15.4.2) indicating respective major, rninor, and service patch versions, Major releases indicate the underlying architecture and/or, data model has been significantly altered. Major and minor releases include enhancements and fixes, Service patch releases include Releases are designed to be as problern-free as possible through heavy testing and qUality controL Preview releases of the next major or r-ninor versions are availab�e to qualifying clients, Enhancements that cannot be developed or stabilized i-i time for a major or minor release are furloughed to the next preview Minor versions are intended to have a maintained lifespan of at least two years. Cityworks fully support,-., the current rninor version and the previous minor version of software with patch updates. Beyond two versions, Cityworks will no longer release software patch updates for that product except for,data corruption iSSUeS. Minor versions are relea,.sed on an approximately half-year cycle foHowed by service patches released every one or two months until the next major or minor version release, and as needed until the subsequent major or minor For clients wid"i a current Update and Support Agreement, Cityworks will nnake new releases arid supporting documents available on MyCityworks Clients are notified of major releases and serv�ce pack releases by email announcernent or posts on MyCityworks. Foronprern�ses deployments, upgrade installation is the responsiloflity of the clierit. New software can be downloaded by current clients and includes upgrade details and instructions. When problems are enCOUntered during upgrade or instal ation of Cityworks while following the Cityworks Install Gi,,dcle or the Cityworlkst)pgrade � Guide, Cityworks techni7al support staff is available to remotely assist the client. For Cityworks Online deployments, major or minor upgrades are usually performed Upon release of the subsequent service patch. For exarflple, the upgrade to Cityworks '15.5 would be performed soon after 15.51 is released Upgrades are performed during the night with advance notice provided prior,to the upgrade � 5. Modifications required as a result of mandated state/federal requirements Cityworke is highly configurable and can be configure(] to meet the needs of organizations in various locations to rneet the necessary state/federal requirements. The XML. can also be edited for further modification to meet mandated requirements. 5. Custom modiDoabonoJesi/edby the District � 85 1 PoRe e, � � TIMMONS GROVP ~—~~~ Exhibit'B'page aoo^ 1oo �. ' Asset Management So�N�,, are, Implementation, an#,,] Support City of Richmond, IN Cityworks does not provide custorn modifications, However, we do provide enhancements to the software. Enhancement nuQgcstiuos are managed through the project manaQerduhngapnoject'sinitia| imp|ememtadon. the customer Support representative during ongoing maintenance, through Ideas entries on the MyCityworksabe. and by sales representatives with competitive issues brought forth in presentations. These suggestions are raviewed by the Cityworko software deve|opment committee which is composed of upper management representing key areas of the company, Enhancement priority is based on many factors, ino|uding� user response for new ideas tracked on h8yCityworks, information gained from the Cityworka Conference, market drivers, magnitude of effort, user needs` timing of software na|eanes, compar�son to other initiatives, and decisions made by the software deve|opmentcommittee, Approved enhancements are submitted to the development team for priori1ization, uohedu|in8, aaaignmont, and testing 7. Availability of user groups User groups and conferences: ° Cityworks regional user group meetings are held periodically at client sites and at our,offices located in West Bend, Wisconsin, and DoSokz. Texas. ° Cityworks Conference is held on an eighteen-month cycle in Salt Lake C/ty, Utah, The next conference is scheduled for April of2O21 8. Escalation options and procedures All problem categories from roudne, non-orihoa|, and orid(.,,a|, that occur during normal business hours shall prooedure|�y Occur,asfoUowa� 1) Licensee's system administration staff as first line of support, 2) Cityworkx' staff as the second line ofsupport, Cityworks will r-nake all reasonable efforts to acknowledge all requests for Support during normal business sours within four' hours, Depending on the method used to create support tickets, dientsoan Oetimmediete help with phone. VVebex methodo, email, and wmbsiteporta| case creation methods. Automated emai|sare sent to the client Upon email and portal case creehmm Support personnel commonly respond with initial follow-up to support case creations within fifteen minutes hoone hVur. Actual responsndmes oan vary, but oftentimes response is immediate, We rarely go past the fouphourwindow. But when that 000urn, most often those are cases created after nonnm| business hours, or on weekends or ho|idays, or cases resulting from voicemai| messages recorded after hours. For critical problems that orcoroutside ofCityworko' normal business hours (8 AM to 5 PWY, Mountain Time) and cannot be isolated and resolved by the client, Ckyvvorks will provide an after-hours phone numberofthle ourrenUy assigned Cityvvorks support representative. C/tywnrksvviU make all reasonable efforts to acknowledge and respond to the request for Support for critical problems, t1lat Occur' OLItSicle of normal business hOUrs witt'iin four hoursofnaceipioftheoaUfiomadeaignatedandauihuhzedc|ienirepnoaentative. Critical p/oWems are defined aa problems that cause several users tobe unable to perform their duties. Forroutmeendnon-cridon| proWemu. the client will submit support requests dUring normal bUsiness hOUrs as Outlined in the Maintenance Agreement, Cityvvo/kn will use all reasonable efforts to use remote support-type services. Hoxvever, in the event the client arid Cityworks agree it becornes necessary for Cityworks to be on-site to provide SUPP01"t for the covered software, the parties by mutual negotiation, ahoU develop a separate agreement that will govern the terms and conditions for any on-site work orner�oeo. Identify the party or business ur*that is responsible for the support options provided above. Citymorks customer support in responsible for providing post-implementation support asdescribed in 1 and 2 Cnstonner support and product development teams handles 3 end4. Customer success management and marketing is responsible for user groups and conferences T Customer support is responsible for responding to problems and escalation proceduren8 86 aAe TIMMONS GROUP Asset Management So are, Implementation, and Support City of Richmond, IN Please list the locations of support staff that will be utilized by Richmond, IN. Sondy, UT; Carmel, IN; OeSotm. TX; and West Bend, VV| The Vendor Must furnish a cornpliete description of the user manuals that will be provided for the operation and use of the proposed system, There are a variety of user manuals that are rnade available to our clients on the MyCityworks user portal website (https://mycityworks.force.com) irlClUding help documents/guides for our iOS and Android apps, end users, the admin interface, Respond, U( customization, single sign-on, web services and our add-ons including but not limited toContracts, S!y|e. Workload, and Storeroom,Also available are short' typically one page Quick Start Guides for many tanks end users might perform in Cityworkasooh as but not limited to creating Service Requests, creating Work Orders in Dfhce. Respond, and the mobile apps^ configuring the |nbox and adding an employee. Other things available for clients include data models, white papers, and install and update guides, ~°°*&W* 87 1 P � ge . I� ", TIMMONS GROUP / ' � Asset Management Software, Implementation, and Support City ofRi him d IN �� IMPLEMENTATION PLAN =�. U��U�— ��N��U�� 0 �� U`� C|T�yNV��(� SEF��EF� ��y0S PHASED |88P�E��E��T0[J�� _ � _ Timmons Group Will provide the services to implement Cityworks Server All (Cityworko) for the District ina phased approach, tocreate and manage �^�m�'0/�(,W�m��°�*�� service reguesbs, innpendons, amd work orders in a production environment, / The groups to be imp|ementedviU be: \ Oti ° Sewage Collection / ° Sewage Treatment ar ° S0onnwaterConveyance ° Refuse & Recycling CoI|eodon ° LandfillfA Additionally, Timmons Group will setup a test environment that will include all Service Requests, Inspections, and Work Orders from Cityworks Local Government Templates (LGT)� The |ocadonfor the deployment ofQtyworks remains a "to be determined~ In order to provide costs our proposal provides pricing for a deployment on local District servers and within your provided environment, The alternatives to deploying Citywnrknon your local environment are: 1, Utilize Chywodhs OnLine!(CVVOL). Chyworke provides your syokarn architecture in o SaaS environment, Software upgrades will occur perimdicaUy. A limit on back end database ofCityworks will be required (a view ofthe database isprovided). District data remains district property. Certain administration function with Citymorkswill have tobe performed bv and coordinated with Cbvworko Support staff. Database backup and full security is provided. 2� Timmons Group managed hosting services. This is provided via our certified relationship on the Amazon Web Services Cloud based network offerings, Differing levels ofmanagement support are offered by Timmons Group ranging from full management to a very limited management service offering. For ease of understanding, the District should view this offering as an extension of locally hosted server space. Pricing can be provided upon request. 1 31d party cloud hosting solution, The District is free Vr evaluate the best solution possible and to deploy Ci\yworka within the 31d Party offered environment, Pricing, service offering and contracts will be the responsibility ofthe District. Our proposed approach will innpkamentCitvvvorko applying the Citvworks Local Government Templates (LGT) and will be comprised of the following: Phase 1: This phase, accomplished during Year#1 will include the following services and high-level deliverables: 1.1) Review of the Districts' (}|8 to identify gaps and to develop m plan of recommendations on how these gaps can be addressed by the District (if any are identifiod). Gaps may bmG|S data itself, the G|Sdatarnode| and/or hardware/software related. These"gaps"wiU be identified in the terms of the best utilization ofCityvi end/or best management practices for asset management 1.2) Review of existing regulatory requirements that the District must adhere to in the delivery of wastewater, shznnwater. refuse/recycle collection and landfill services Vo its' constituents and how Citywmrkn can help collect andmanaQedetefor -eportinganUorana|yzingcriteria to meet these regulatory requirements, 13) A"template" based approach to the implementation of Cityworks All based on Cityworks Local Government templates (LGT), Timmons Group will utilize both Eori and Cityworhn templates for Service Requents, Work Orders and Inspections with slight modifications (if required to meet regulatory requirements) to create the deliverable of the funcdoning Cityworkn All software, Timmons Group will also include tweaks to this approach based upnr our experience, industry beat practices and bent preohoeo as defined by professional organizations ouch osAPVVA. ASCEand ISO 55000 1A) Development of mutuially agreed upon Reports within Cityworks to rneet City needs and goals (80 hour cap). This will also include the development ofCityworks |nBox (dashboard) to provide situational awareness and reporting upon designated activities (40 hour,cap), 1�5) Training ofQtyvvorks as per the iteratively developed with the District, Training Plan 16) System user acceptaice testing (UAT) �m* 881 PaQe TIMMONS GROUP �-, Asset Management Software, Implementation, and Support City of Richimond, IN 1.7) Go-Live support 1.8) Ad-hoc support following 8oLiva 1.9) A review ofexisting District software solutions for other functional areas for possible integration to Cityworks, Deliverable will be a high level report of the methodology, scope and costs to develop the integrations, (8hour cap on workshops, 4O hour cap on the development of the report). 1 1O) A review of existing IeTacy data for possible conversion and migration to Cityworks, Deliverable will beareport detailing the mig ratio n/tonvornion, scope and costs, (B hour cap on workshops, 40 hour cap on the development of the report) 1,11) A high-level ^roadmap~to determine what possible future phases of the project shou|dentai|. as well aocosts estimates and schedules. (8 hour cap on workshops, 4Q hour cap on the development of the report) Phase 2� This phase, to be developed and defined during the Phase 1 effort, is to be considered "to be determined, At high level while Phase 1 will develop and deliver the ^foundation" for long term Success utilizing Cityworks' Phase is envisioned as natural and progressive growth ofuystenocapabilities, possible integrations to other City systenmo. perhaps the addition of additional functional groups within the City, etc, Ae Timmons Group works with the District during Phase 1 the possible items for Phase 2-xwill be identified and we will work literately with the District to prioritize these activities based upon available resources, funding and criticality. The success or failure of Citywonks implementation in most often not attributable to the technology componenhc, but rather tothe mrganizahon's abi}it\/inabUity to effectively manage the change associated with the implementation, We will assist the District with developing a strong body of users throughout the imp|ermenhsdon process. The failure to adequately train and Support neVY users is often a cause for immediate and permanent resistance to the adoption ofthe system. Incorporating astrong training and coaching program is an effective change management too/and appropriate budget allocations should be made and adhered to throughout the system implementation and adoption life- cycles, In addition, the District would be well-served by identifying and empowering District staff responsible for the daily operations and administration ofthe system, This individual (or individuals) should have a broad understanding of the varied services each department provides, the technique in which services are delivered, and the manner of how Cityworks solution supports the delivery of each service. The responsibilities will also include the coordination af various support mechanisms available to each end user for the assistance for expanding the user's knowledge of not just their role within the asset managernent program, but a|so in a broader context of the overall importance of the enterprise work management program tn the organization. Timmons Group Will provide the services to imp|ennentCityworko SamerAMS (Citywnrku) for the District to create and manage service requests, inspections, and work orders in a production environment, Additionally, Timmons Group will setup a test environment that vviW include all Service Requests, Inspections, and Work Orders from the Citywo�rks Local Government Templates (LGT). This approach will implement Cityvvnrks applying the Local GovernmentTemop}ate (LGT) and will be comprised uf the following Task 1:, Prpipct Kiuk-Off, G|S Review& CitywarhsConficlvration Prepj�rcltion Timmons Group will provide the initial Project Management Plan (PK8P) document prior to project kickoffforRichmond review and will begin initial data gathering to prepare for the kickoff meeting, We will also hold a webinar meeting w1h Richmond Project Manager and [l7G|8 staff to discuss the proposed solutions we will be implementing and their impacts to your existing computing environment. This will be true of a self-hosted environment or a Timmons Group provided hosted environment. This "primes the pump" for the kickoff meeting and configuration workshops and ensures there will be no !T/G\S related bottlenecks, related to hardware or software purchases. Our project manager will employ variety of controls and management tools designed to successfully complete this project in a timely manner while keeping Richmond informed of our progress throughout the duration of the project, Thescopeofthisp jaotvviUrequireuurtoorn to work with many different Richmond staff members on a number cf project tasks. Task 1 will remain active throughout all phases of the project, Per our project management methodology we will hold bi-weekly status calls as well as ad-hoc web based meetings. In addition per pour proposed project delivery methodology Richmond can expect aia minimum bi-weekly meetings to review system functions, work completed to date, etc, per our Agile delivery method. On-site meeting will occur during the initial workshops as well as at project kick-off, training, Go-Live support and possibly for ad-hoc support, See preceding project delivery section for full details. 891 Page TIMMONS GROUP .'` Asset Management Software, Implementation, and Support City of Richmond, IN Timmons Group utilizes "best project manegement practices" aa defined by the project mnnagementinduatry. Aprimary source of best practice methodology is the Project Management Institutes PM'BDK. or Project Management Book of Knowledge, Both our proposed Project Director and our proposed Project Manager have PMP certification. We take these practices seriously and as You read the practices detailed below, the influence of these best practices will,be evident, The Project Management Plan will be the first document developed, it will serve msa guide for our cormbined toam which will lead toa successful project. Preliminary Project Plan This project will be serviced via cur resources located in our corporate Successful program managem ent, headquarters in Richmond. VA� as well as various other offices across the requires a high degree of commitment to United States. Richmond is ready to begin Implementation of the Aztmca both operational and fiscal results;an Cityworko Server Asset Management System (AK8S) to organize, manage ` � acceptance of accountability for and track its enterprise assets. Successful implementation of theCitywocks conformance 8ewurAK4Gsolubonana care�chno|ogyfor Riohmond CK8N1S and Asset � ` Management System requires a thorough understanding of all the individual dwenmn processes and business intelligence applications embraced throughout tile _-,stakeho/dprs``,� organization, By utilizing the Timmons Group proven phased implementation approach vve will ba able to design a solution capable cf delivering the desired functional goals, while providing the returns-on-investi-nent upon which the projecthasbeenjuntifiedamdits successes will be measured. All Project Team members selected for this engagement have recent significant ep<perience in the planning, design, and implementation of multiple enterprise Cityworha projects ofvaryingdopthsendconmp|exibea, However, our experience indicates that these competencies alone do not automatically translate into successful projects, Rather, the key to project success is the proper utilization of available resources within the frarnework of a well-managed project plan that completely addvenues each of the following processes: 1111111 |wmxnOm—pr jectouthcrizedonsandoxpectations IN PLAmmmG—project definitions, obiecbveo, de|hvenab|*s, and analysis of alternatives 10 ExECun0w—coordinetiomofresounoeo. que|itycontnoide|iveryofproductsandnomiceo 11101! CONTROLLING— monitoring and measuring to identify variances and initiate corrective actions ° CLOSING—acceptance of project results and deliverables With our Project Manager serving as the hub of our team, and the conduit of communications between our subject matter experts and the Richmond Core Team, we propose to utilize the following management tools in order to prograrnmatically and proactively manage the proposed project to a successful end. The following implernentation and support fUnctions will bm addressed in the project p|amw(thdenignadonnforeaohimp|ementahon/dep|oymentphameneoommended: ° Project Planning/Execubon ° CommunicahonsP|anming/Execution ° |nfrastruoture/Hardwape/EnvironmantConfigunstion and Build, if applicable ° Business Review, GAP Analysis and Solution Recommendation ° System/App|icadonComfigorahon and Validation ~ Data Analysis, Design and Development ° Customizabon/|nharfaceAna|ysis. Design and Development ° Testing (System, Perfonnanne and User Acceptance Testing) ° Training and Documentation ° Implementation w Operations, Maintenance and Support Our Approach to Project Management Timmons Group specializes in delivering Asset Management solutions for our clients, We have accumulated years of experience and lessons-learned that have shaped our project management and implementation approach, Our project manager will be responsible for • Facilitating meetings between the Timmons Group team and Richmond project stakeholders; • Preparing for, and conducting, all on-site and on-line meedogs� = Reporting rinks and impediments to the team an issues arise and maintaining e risk registry on ourw/eb'based project portal; *w0,�_ 9O | Page ~ a* � T8MMONS GROUP Exoibit'13'pwgu83nv'135 Asset Management So are, Implementation, and Support City of Richmond, r • Maintaining the project work plan and project schedule; • Managing change: and • Monitoring and reporting project performance, Project Management Plan (PNIP) The PMP integrates and consolidates all of the subsidiary management plans from the planning process, including: • Scope management plan (including the change • Human resource plan • Schedule management plan • Communications management plan • Cost management plan • Risk management plan e Quality management plan • Procurement management plan Mutually agreed-upon project baselines are established for schedule, cost and scope. These baselines are combined into a performance measurement ba eline against which integrated performance can be measured throughout project execution. Our Project Manager will develop and deliver a PMP outlining the tasks, schedule, deliverables/milestones, communication plan and the associated resources (internal/external) necessary for the project to be successful, Timmons Group will maintain procedures throughout the project for tracking and reporting ,,„ASVS.CMJS Cityonwio 111111111111111111111111111 progress. We will establish a dedicated, secure 11111111.1111.111111111111111111111." online project portal that provides centralized, on- demand access to project docu ents and status. 1-11M"5"at-jP Our approach to project management is very "hands-on" and will support constant communication to minimize project risk, remove impediments to progress, and to ensure that we are delivering the best possible solution, Standard project management documents that will be posted to the project portal include: status reports (MS Word), current and past versions of the project work plan (MS Project), key project decision log, risk register and a task/action item log. Monthly we will provide Richmond with a project status report that documents the activities ' ,4 performed during the previous month, At a minimum the report shall address the following: • Status of all tasks Deliverable status Configuration sl-tus () Forecasted Deliverable status for the next reporting period • Resource status for tie project, including staff utilization • Schedule status for the project including task status, milestones completed, phases completed, schedule trends and schedule summary • Comparison of actu.4, percent complete versus scheduled for the work breakdown structure • Issues, risks and resource constraints which are affecting or could affect progress including proposed or actual resolution • Proposed changes to the project work plan, reasons for the changes, and approval/disapproval determination for any proposed changes • Updated detailed project work plan with approved changes highlighted • Key decisions (technical and administrative) • Open action items • Schedule update • Financial update • Project performance measurements. 91 TIMMONS GROUP Exhibit°B page 94 of 135 Asset Management Software, Implementation, and Support City f Richmond, IN Timmons Group recognizes that communication between Richmond and our project team must follow a standard flow, if the project ishonuoceed. VVewh|lessurnethepnmsryrm|eofcontro|in800mmunicedonbetwaennurproject teann members as well aoRichmond employees, Should issues arise during the Course of the project, we will log and tFack. issues and key decisions (adrn4i�trative and technical), questions, and action items in order to ensure that the decisions made during the communications are appropriate and that all naoo|udonu are documented. The project tracking log will be maintained on the project portaiThe0oa|sofTimmonaGroup'mcommunicabonplanistoenaurethsddhep ject objectives anedeoMy articulated and nmet, that tasks are completed on szhedu|e, issues are identified and prom�*Uy resolved, and that project ntatusiocontinuous|ycommunicatedtotheRiohmond core team. The communication plan addresses the primary aspects ct project communioadon. including: � What isbeing cumnnumicat-d m To whom it is to be comm micated w Hpvv it is to be communicated (o,g |n'peraoo, e-mai|, oaU. etc.) 1111111 When bintnbecommunicated Timmons Group will employ a proactive approach to project communication. consishngofthecornponentsmomafuUy defined below, ho ensure the proper and efficient wh|izadonofresouroenondthedmelyde|iveryofproduotsandoervioms within the framework of the project ScopcufVVork. Scope Management Plan Understanding that issues will arise during the project that may require changes to the agreed-upon scope of work, o proactive method of identification and management of these issues must be utilized. Timmons Group uses aChange Control Process that in illustrated in the be|uvv process flow � rnemiwv oentaws � Final project costs are "owu fin change established through the development ofa `� _ n�ms Croup PM detailed Scope of ^�evm�changp request RM,ma Work—mnethat mduelemmnev sUCasneeded establishes what s^v~~^~~~~~~^ And=4ibas CC°,w~ ^ � products and services will be *s delivered os well ao ^� - | | o��*weo Proceed | ` ' *�umwms � � those that w/8na1be � ~� .''-- �a�(�� provided aspa�of changel ��*�wCCw .' v�"su hnatkn' � cum prC400w*""r°bevs | � the estob0shedfee. �� aa"eeecKI A level of open and honest communication em ,nccN amnng all stakeholders No i ----- / ! | - is required such that ' system functionality can be balanced with avai|eb|efundinQ, and appropriate and reasonable expectations set Once these m|emembn have been addressed, cost control becomes a multi-tiered effort involving effective projectmanagemen( daaroonnnnunication among stakeholders (especially the Project Managers), schedule managernent, and quality control, To protect both partieo, client and consultant, a Change Control Process must be developed and adhered to throughout aU phases of the project. Any modifications or deviations from the agreed upon Scope of Work, induding system funobona|ity, service dm|ivery, teohnica| documentaUon. orpro�ectaohedu|eorbudgetwi|| beaobjecttoCHANoECuNZnoLprocedu/ea: Anyprojectteam member may initiate aCHANGE REQUEST whenever there isa perceived need for achange that will a�ectthe desired or anticipated outcome of the work or any element of the project. The project team member should use a CHANGE CVwr*nL /VVnCE/CC&0formas appropriate for the ohange� 1, Agreement to a CHANGE REQQEST Signifies agreement to a change in overall costs, functionality, time scales, or other identified project impact. m °°� 92 Poge ~~ TIMMONS GROUP Asset Management Software, Implementation, and Support City of Richmond, IN 2. Changes will be identified and communicated by/ to the respective Project Managers by any of the prescribed communication channels. CHANGE REQUESTS may be introduced via verbal conversation or other form of communication but must be supported by the appropriate CCN document. 3. All CCIV's will be signed by both the Timmons Group and Newport News Project Managers to indicate acceptance of the changes. 4. 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 CCIV may impact the overall project schedule. The CCN template proposed for this project ./v,Risk mana,, anent status: is presented on the following page. A complete library of CCN documents will be # Potential Risk Priori Control Measures Status developed and archived for team reference 1 Group 1 Gonfit ration Timmons has placed work In process plan for resource dedication as the project progresses. into action for reaching/sustaining project Schedule Management Plan schedule Timmons Group utilizes Microsoft Project 2 Group 1 data Timmons has placed work In process conversion plan for resource dedication and/or Smartsheet to track all tasks, Into action for milestones and dependencies of our reaching/sustaining project enterprise asset management pmjects, The schedule change control process is the same as the 3 Group 1 reports Timmons has placed work In process plan for resource dedication process outlined in Scope Management into action for Plan. The schedule is reviewed at project reaching/sustaining project progress meetings and any changes are schedule agreed upon by the project team (which 4 811 Data Import Toot Timmons has placed work In process plan for resource dedication includes Richmond stakeholders), into action for reaching/sustaining project wscheeekduol; Risk Management oct 5 Training 16 St Oct.23,1 In process Risk Management is managed via project needs confirmation b Metro progress meeting and communicated via a "6 Group 1 Go live Items 1-5 must occur by due In process shared document that identifies the risk, date to meet this date. Timmons PM Si Metro PM to color codes the risk based upon several work to make sure these criteria and specifies a mitigation strategy. items occur as necessary The Risk Register is included within the T Group 2 configuration LOE for group 2 is tow project progress report that will be provided to the project upon an agreed upon interval. Quality Management Timmons Group utilizes two strategies to ensure quality and acceptance of our deliverables. The processes are as follows. Quality Assurance Plan: 93 IPag 'Ow 1MONS GROUP Ai,MI10 rmt.“ Exhibit'13'page 96 of 135 Asset Management So��are, Implementation, and Support City of Richmon,il, IN Quality Control on a Timmons Group Cityworks irnplementation project is on-going throughout the life of the project, In addition to formal items such as a Project Management Plan, Testing Plan and an Acceptance Plan and Acceptance Certification, we employ several quality control Measures throughout the life of the project- We have assigned a Project Director to this project. In this role the Project Director will act as the Senior'Technical Reviewer for all project deliverables. Specific quality control procedures include internal review meeting between the Project Director and the project team as well as a formal change control process to deal with project changes, Timmons Group has cle3r and defined roles for the Quality Control responsibilities of all staff members. Because all staff levels of the project team are involved in delivering quality service to our clients, each employee is given the necessary training and orientation to perform a specific task. Prior to being assigned toaspeoific (]ua/hvConbo| roxpnnnib|bx. ntadffmembersmustmeetminhnumqua|ificationsand must be approved by the Principal in Charge, Timmons Group has an established program for projectQuality Control that is incorporated into our contract management process, Our primary means of building quality into every Dewerable Made to phase of each project io through the use of assigned senior technical reviewers (STR) and periodic QA reviews oithe YES program level. Our reputation is built on --- thoexacuUonnfexistingworkand products. Timmons Group has an u*Gateto ProjeLl excellent track record ofprovidi wo high- quality services to public agencies, as demonstrated by our strong past performance ratings, During each gate check, whether internal or client guided, the project technical lead will revAamthe Updates based on Cityworku implementation using the System Design and Configuration plan �---- --� as the base line for the system implementation before delivery of any project deliverable. Acceptance Procedures: Certain project deliverables and milestones will besubject toa process of review and acceptance. The process will involve the Project K1amagerofrombothRichmond and Timmons Group signing a User,Acceptance doCumenttoindicate that products and services were delivered in accordance with the Project Plan. A fully executed User Acceptance document shall serve as aUthoriZation for Timmons Group to continue on to subsequent project1ashoFai|uremn Richmond part to complete mile-stone acceptance in a timely manner may Cause delays in initiation of subsequent tasks, The process for documentation deliverables is detailed in the following workflow� 1) Timmons Group will submit e Preliminary Draft ofthe project deliverable which will consist of basic document template nr outline for Richmond Review, 2) Richmond will review and provide acceptance of the Preliminary Draft format within 10 days. 3) Timmons Group will deliver the draft deliverable by the scheduled due date. 4) Richmond will review the deliverable and provide feedback. 5> Timmons Group will de|'i'er the final version for Richmond formal acceptance. In some caaes, where appropria1e, the document deliverable will be updated throughout project and nadeHvered prior to Go-Live. ConnnmunivatinnK8anagenoont The goals of Timmons Group's communication plan are to ensure that the project objectives are clearly articulated and met, that tasks are completed on schedule, issues are identified and promptly renu|ved, and that project otatun in continuously communicated \at4eRichmond core teem The Communication plan addresses the primary aspects of project communication, )nckuding: = What ia being communicated � To whom itiotobecommunicated � How ,tishobecommunicated (e.g. |n'peraon, e'maii call, etc.) 94 1 P a Qe TUMMONS GROUP Asset Management So,,, are, Implementation, and Support City #YRi �,ond IN � When itiatobeCommunicated Timmons Group Will employ a proactive approach to project communication, consisting of the components more fuUy defined below, to ensure the proper,and efficient utilization ofresources and the timely 4 ' delivery of products and services within the - Exemmvesmmmary. framework of the project 8copecfVVork. Bi-Woohky Status Call and M8inates—Timmons Gnoup'o Project MenaQerwi|| premaneanagendafor wemccmmnhsmewin the iaw month: and conduct abi'vveek;y status call related tothe � specific wmrk'in-progresanf the project team. The � Project Manager shall record and report via meeting Fu.«P&wwmm wmwmwaOmomm notes the results and action items required, Bi' . mmm^ mmu" Weekly Status Calls can bereQuOer|yscheduled. Monthly Status Reports —Timmons GroupaProject m Plan acc=Pt's*^n the next month, | Manager will prepare monthly status reports using / the template presented on thefoi|ovvim8 page. Every z, other (roughly) bi'vveeklystatus report shall be Summary of=ntwig=edand =*mgeffw°wrci~=*mwM%mmdu;'�*o�°= delivered to the Richmond core team with each , month's /nvmice. monthly status aportsuviU| also be o��m�ua��w�� orchivedon|ineforadditinna|. on-dmrnnndao:eos, = Monthly Status Reports are due within the fourth full owmverabi' o^rr«m xm�� Status a�mmff woah of the month, prior to the L�-weekly status call, � e��a� ' - � Ad-Hoc Meetings—Asio required throughout the - duration of the project, addhiona; meetingsmaybe called by either Project K8aneOartoaddress personnel, scheduling, technical. oroflher project w pofenfiaAauk Priority ` Control wem=ns Status issues. These meetings will typically be held via teleconference. Project team mernberswiU participate in these meetings as necessary, The Timmons Group Project Manager wflU document the meetings and distribute a surnmary to all project team members via email. The dates for project coUa, meehng and reports will also be maintained on the project oa|endar, which will be available online for easy, on-demand access, Task 2:prgiqctm[ick'Off[ G|8 Review & C|tY»vorks Confiounation]Preooration An on-site meeting will be held bo establish project guidelines regarding project management, communioation. team rmies and vasponnibiUtios, etc for the duration of the project In addition, Timmons Group team members will ask fora copy of the Districts' existing G|3 database for review, Timmons Group will review the G|Sdatabase to determine if there are any shortcomings that need to be addressed prior to the Cityworks implementation, The plan for formatting and processing the GIS layers for use in Cityworks will be reviewed and a configuration guide that outlines the workflow data needed to configure Chyworhu will beprovided. Items that may be outlined to the District for addressing may be� ° The strategy for establishing a Unique |Dnaming ° Recommendations for developing an asset hierarchy for assets within plants and pumpstahons ° Recommendations on building a geometric network and how to fix topology errors ° Recommendations onestablishing and documenting a G|S Standard Operating Procedures manual During the project kick-uffmeotingTimnoonsGrompwiUa|sooupp|yandreviow\heCityworkoConfiguretionpruject documents (developed by Timmons Grmup) These dnoumento will require population by District of the data necessary for the configuration ofCityworks. These consist of items such as employee names, email addresses of the employees, Oisthctowned equipmentUsts. inspections, materials |ioty and costs, etc. VVe have allocated one day on-site (8 hours ~~~°Ww�_ 951Page � T0MMONS GROUP Asset 'v�anggennen1So" ,,,arm, Irophenmemta�on' and Support City of Richmond, IN total) to have the project kickoff, gather initial data for the Cityworks configuration and workshop high level project Task 3: iastell_oyCkyworhmS=[ er/\K8S Timmons Group will then install NheCbyworhs Server software and database in the District provided environment. In advance of this Task, the District will have prepared the hosted environment with the requisite software as described in the Citymvorks required environment specifications provided, Task 4: CitYWorhs DatabameConfi0unadon Timmons Group will configure the Cityvvorhs database with the work order, service request, and inspection types collected within the Cityworkn Configuration documents from Task 1. This configuration will also be integrated to the District's GIs, and utilize the Ci!yworko Local Government Templates, Configuration to include: up to 30 work orders (preventative and reactionary), 25 service requests, 8 custom inspections, 4 security groups for one Cityworks domain (possibly multiple depending on future growth) and the configuration ofCityvvorks Mobile. Configuration also includes emp|oyee, materiai, equipment lists, customers. and basic print templates. Configuration does not include Storeroom, Cityworkn provides an intuitive and robust ad-hoc reporting engine, and preconfigUred reports are ava0able on www. odywo(ku.cgm. Timmoms Group has provided for 88 hours of dedicated report development effort, Should the organization desire customized reports beyond these 8Q hours, a separate quote will be provided. The District shall configure/provide the K8XDmap document that will be used in conjunction with Cityworks, This task will take place at the Timmons Group offices, Due to scope and cost reasons Timmons Group, during Phase 1, will deliver standardized workflows for the use of Cityworks, as such workflows will not be docurnented nor will existing or 'to-be"workflows be diagramed and delivered. Standard Operating Procedures (SOP's) for existing assets will be delivered only within the context of how these are followed, and task completions tracked within the standard templates that Timmons Group delivers. Tamh5; Onsite Review nfCmnA7,uonodDatalbame Timmons Group will install and provide the organization with an onoite review of the configured database, If the organization desires cbange, they can be made on the spot If the effort to make additional changes exceeds the til/'e allocated for this task. hours from Tank 8 will be utilized, We have allocated 2 total days (10 total hours) of on-site time to review the workflows and to make the necessary modifications per the on-site review(s), Task G:l3mmiteAdmmin and Tra�ning Timmons Groupvvi}| supply a tr.�nerto conduct Designer and Server AM5Adnnin training and Role Based user training to the organizadon'sAdmmistrators and key personnel, During the workflow meetings a training plan will be developed to identify the specific classes and personnel that need to be part of the training program. The Training Plan cannot be developed until this stage mf the project ae who gets trained on what isaTBD, The organization will provide the training facility including Computers and'high'resmluhnn computer screen projector. Coming into training, the users will need to possess basic functional knowledge of Personal Computers. We have allocated 5 hzto| days (40 total hours) ofon'site training Training details are provided below. During each onsite meeting (kickoff, workshops, etc.) Our implementation tearn will consistently expose District staff to Cityworks and basic workflows within the software. This incremental training augments the training performed after final configuration. Durimp|ementatiion team in conjunction with the District's Project Manager and key stake ho|ders, will devise a training plan specific to your environment and data. The approach to developing this plan is detailed below. Our training plans are Unique k/each Qtyworks implementation client and are designed around each client's unique configuration. During each onnite meeting (kiokof workshops, etc.) Our Team intentionally exposes District staff to Cityworks and basic workflows within the software. This does not replace but augments the training performed after final configuration, Our implementation Veann, in conjunction with the District's Project Manager and key stake ho|derm, will devise atraining plan specific to the District's environment and data. A pro-active training plan will ensure that District staff are equipped Vo undertake the system utilization and maintenance tasks immediately upon receipt of the system. The training plan will include: ^ Product traininQcuFricu|um descriptions ^ Listing ofinstructors ,.°*,wg, P�8 � age , � -=� TIMMONS GROUP Exhibit+3'page eer*ou ' Asset K8amagervent Software, Implementation, and Support City of Richmond, IN ^ Training Materials ^ District responsibilities ^ Schedule This training plan will be used as a guide—but may be modified when necessary to support the goals and techniques of your staff resources. Cityworks training in modular. Students attend those sections that are relevant to the type of work that they are performing. All courses include relevant materials and sample data, The District will need to identify who will be trained based upon the criteria and needs that will have been identified during the Configuration. Training will be developed for thefollowing user types (along with the Casual User and Report training identified earlier in the proposal): ° Routine User— Staff who will have the ability to update a request/work order after the crew has completed their work ° Heavy Uner—StaffvvhowiU create work orders, schedule work orders. create PK4's, maintain the parts, create reports and generally wHI have the ability to use the whole system based on their security level ° System Administrator— Staff who have f0 system access and be responsible for the daily operations and maintenance of the Cityworkaenvironment It is assumed that the District will provide the training facility including Computers and a high-resolution computer screen projector. Coming into training, the users will need to possess basic functional knowledge of Personal Compus-rs and Windows. Introduction to Cbvworks@) |ntroducdon. Course isdesigned Ongoing during Canuo| (3roup N/A Cityworko to give an overview ofCdywurkofunctionality Workshops and Users from an end voer`o point ofview. Users will Configuration learn basic operations within ArcK8ap, the Reviews Cityworhahoc|bar and functions, along with the creadonmfGarvice Requests and Event Qtyworks Chywodhs@Repordng with Crystal, Expose 4 hours each Ad Hoc Report N/A Report Creating students ho0heCityworko Report Engine to class Creator and and Writing produce concisesummary reports indudin0 Crystal Report Ad Hoc Reports, Predefined Reports, and Writer Budget Reports. Cover Crystal Reports basics; becoming familiar with the tool bars and basic functionality. Students will work hands-on to create be�c.Crynta| reports. Service Citvworko@Semice Requests Creating and 4 hours each Routine and |ntrobz Requests processing Service Requests Adding labor, daoo Heavy Users Cityworkn submitting, searching, canceling, closing, combining, 0eo'|ocadng and reports. Associating' to projects and work orders. Work Orders Cityworks@ Work Orders Creating and 8 hours each Routine and |ntroto processing Work Orders and Tasks, Adding class Heavy Users Cityworks !abor, metmiiiia[ and equipment. Submitting, searching, canceling, closing, scheduling, repeating, geo-|ocating and reports, Associating hzp jec1»,andoemioerequests. 97 1 Page TUMMONS GROUP ^ Asset Management So",y�ane' Implementation, and Support City of Richmond, IN Designer and Chyworkn(D Designer and System 8 hours each System ArcG|S & System Administration Covers system and database class Administrators Intro to Administration administration issues such assoftware Citywnrks installation, user accounts, oecurity, code table oreahwm' work order and service request � templates and resource (|abor, material, equipment) hierarchies, table creation, arid permits. Includes review for G|8 personnel as well; covers items needed kosuccessfully manage the setup and maintenance ofthe 6|G for Cityw9rkSQDUse, Ongoing Training Options: Timmons Group and Cityoworkn offer the following ongoing training opdona� 1) Timmons Group can provide any customized training upon demand based upon a flat rate of$145 per hour and associated expenses to provide training eitheron'oite. or via VVebExVn District staff, This training cou|d be repeats for previously provided training or the development ofand delivery of newly identified training needs, 2) Cityworks (Az±eca Systems, Inc.) Has several options for product na|abad training, Virtual campus. Training at Cityworko locations (including Dallas, TX, West Bend VVV, Tampa. FL & University of Wisconsin- Madison) or at City location by Cityworkxtroinero, These options can be found here. http://www.cityworko.conn/tag/tre|ning/ Our implementation team assumes that the District will be ab|e to provide the necessary training facilities to conduct onsite training. Cityvvnrks training is modu|ar. Students attend those sections that are relevant to the type of work that they are performing, All courses include relevant materials and sample data. Our implementation team will provide training based on the requirements set forth im the training plan. The District will need kz identify who will be trained based upon the criteria and needs that will have been identified by this point. Task 7: Ad-Hoc Ad-hoc remote support hours are provided during or after the implementation as needed to answer any questions or to supply support on technical implementation matters, This in support provided by Timmons Group and in typically utilized to make configuration tweaks aiura few weeks of using the product. As part of your software license with Cityworke they will provide full technical long term software support. Task 8: Phase 2 Scope of Services development Timmons Group will iteratively work with the District to review several iterns for possible inclusion as Phase 2 or beyond, This phase istobe considered an optional phase and as Such the scope, costs and schedule would require negotiation with the District us well aoo change order ho provide these services. Anticipated items for review and inn|usiomfor consideration ao possible Phase (or Phase x) are: • Integration between BSA' and Cityworks—Timmons Group will analyze the functional requirements of an integration between the two software databases, high level design of the integration including possible costs and schedule ° Integration between WinCan VX (CCTV) and Cityworks - Timmons Group will analyze the functional requirements of an integration between the two software databases, high level design of the integration including possible costs and schedule ~ Integration between CUB|C Utility Billing Version 15 arid Citywnrks ' Timmons Group will analyze the functional requirements of an integration between the two software databases, high level design of the integratimm including possible costs and schedule ° Integration between SCADA (IFIX Proficy Version 5.9) and Cityworks -Timmons Group will analyze the functional requirements of an integration between the two software databases. high level design of the integration including possible costs and schedule ° Integration between HACH Laboratory Information Management System (LIMS) and Cityworks Timmons Group will analyze the functional requirements ofan integration between the two software databases, high level design of the integration ino|uc0nQ possible costs and schedule ° integration between ALAoCAD and Cityworks -Timmons Group Will ana|yze the functional requirements of an integration between the two software databases, high |ewai design of the integration including possible costs and schedule .°~C~g�_ 981Page ^ «� � T8MMONS GROUP � Asset Management Software, Implementation, and Support City of Richmond, IN ` '. Integration between Laserfiche and Cityworks - Timmons Group will analyze the functional requirements of an integration between the two software databases, high level design of the integration including possible costs and schedule * Note—CityworkointegnateotoMSExcel ^outofthebox^ w G|Senhoncemento. This will include a review of the existing GIS with an analysis of what future enhancements may be required to fully utilize Cityworks capabilities, possible 3rd party integrations and or analysis/reporting desires, * Phase 2CiLyvvorko operating enhancements, This will include a plan that will outline the future growth of Chyvvorkncapabi|itios that could be executed by the District to include Storeroom, inclusion of other City functional areas (groups). Cityworks Insights, integration ofEsritools such as Co||eotor, Crowd Sourcing, etc, GYS governance, Cityworkn governance, additional work ordera, inspections, reporto, other functional groups within the City of Richmond etc. ° Development of the scope necessary to perform a legacy data m ig ration/con version. Timmons Group recommends we facilitallie a one day workshop (8 hours) to explore the existing data that the District may want to nnigrate/convertk> Chyvworks and/or Esri'o G|S. After the workshop, if the District desires to move forward, Timmons Group will develop scope of services, list of deliverables and the methodology for performing the data migradnn/oonvernion. As this is an optional task, a change order to execute the migration/conversion would be required. The anticipated technical nnethodo|oQy for o data conversion/nn|Qration is detailed below, Assumptions * No data migration from existing systems is included with Phase 1 ° Tasks 5to occur during one nmni8e visit consisting of5 consecutive days ° Tasks 6 to occur during one onsite visit consisting of 5 consecutive days (Monday-Friday) ° Quote is for configuratic1 ofCitymorksServer 15 Standard VVmrk0roupwith mobile, utilizin8Cityworks Local Government Templates and deployed on District hardware/environment (options are available), ° Phase#2 services, costs and schedule will be determined within the project quoted for Phase #1 ° Quote supplied for Phase#1isto configure Cityworks for use by� o Sewage Collection u Sewage Treatment o StornnvveterComveyamoe o Refuse & Recycling Collection o Landfill ° Phase 1 schedule will require approximately G-8 months tocomplete 1Deliverables: � Task 1: P ject K4anagement. Project website, Progress Reports. Progress meetings (all documentation provided in MIS Word format) Task 2: IT Review meeting. BS Ane|ysis, Project Kick-off Meeting, Tash3: Cityworks standard C00figUration installation based upon Cityworks standardized workflows and associated standard templates and standardized reports (local government templates— LGT) Tosh4: Citymmrks configuration based upon standardized templates. Configuration to include., up to 30 work orders, 25 service requests, 8 Custom inspections, 4 security groups for one Cityworks domain and the configuration of QtyworksN1obUe. Task5: Citvwurks configuration wnrknhop(e). 3 total days on-site to review the standard CitywVrksconfiguration, review standardized temp|ateo and associated workflows, minor edits to standard Cityvvodumconfiguration. Tosk6: Training (on-site) (all dDcunmembadon provided in N1S Word format). Five (5) bzhs| doynon'oite Tunk7: Ad-hoc support(1S hours) (all documuntahnn provided mK8S Word format) Task 8: Development of Phase 2 scope ofservices. Outline cf possible projects topurouainPhaee2'xwithap|anning level budget and schedule and outline ofaervices/de|ivenab|ms Anticipated Schedule:— Task 1: Project dumadnn Task 2: 3ko4 weeks to complete fromNTP TaVh3: 1to2 weeks upon completion of Task 2 Task 4: 3to4 weeks upon co,mp|edonof Task 3 TaokS: 3to4 weeks upon co,�sp|etiomof Task 4 0 *� Q Poge . � � TIMMONS GROUP Asset Management Software, Implementation, and Support City of Richmond, IN Task 6: 2 to 3 weeks upon completion of Task 5 Task 7: Ad-hoc support will be on a "as needed" basis Task 8: 3 to 4 weeks upon completion of Task 6 ADDITIONAL OPTIONAL SERVICES: 1) Integration to Cityworks Development Methodology: During the configuration workshops, we could, if the District desires to add o scope t the project, identify the optional task interface requirements between each system identified in the RFP or the District wishes to explore, for integration with Cityworks. Cityworks is built using open standards and technology, storingdata in an open, published format utilizing standard commercial SQL databases, such as Microsoft SQL Server, The open standards design of Cityworks is the key to developing interfaces to your critical business systems, developing custom applications and reports that enhance each individual system. These interfaces may be created in-house or by a third-party contractor Cityworks customers are free to use the Cityworks data structures to build interfaces to other databases such as Customer Information Systems, Financials Information Systems, Human Resource Management Systems, fleet management, and related business applications. Several customer sites have, even created their own applications to access their data. Their licensing policy does not prohibit this in any way. This truly means Cityworks is open Access and utilization of these data in Cityworks is unencumbered for the client's internal usage for the following uses: ,0„ Data conversion and migration into or out of Cityworks. • Internal application development for add-ons to Cityworks or for an applicationrs that is complementary to Cityworks, as long as the application is not a reverse engineering ofCityworks • The development and maintenance interface from Cityworks to citizen web pages for information and service request systems, The licensee has access to the complete documentation of all Cityworks data structures. We have integrated Cityworks an ample amount of times to understand that each organization's integration requirements are unique. To be sure, there are elements that are common to many, such as updates to employee records, materials inventory and equipment. Some organizations add additional capabilities such as time entry for payroll, and work order integration. Some organizations capture customer call infomiaban in a separate CIS Ss: and have new customer requests automatically create either a service request or work order in 1„ I,g4aS" Cityworks, We have developed integrations that fttquIrements update Cityworks and the integrated system in near- ii Inv „„„,,,,04,111111[:,1111001/0 real-time as business needs are required. Other Review p integration tasks are better suited for nightly updates, There are many variations to in rface requirements, We recommend that you allow us to help you define UrAceptarue. your requirements and understand them within the & context of the different integration options available. We will help you design the most economical integration model that meets your business needs. It is not possible to accurately estimate the scope of CoOrl any integration effort until the detailed requirements U are understood. Revliew The concept of the enterprise system is to create = interface points for systems to share appropriate 4. 0.a-- information with other systems.Our team has tie extensive experience configuring software and systems leveraging Cityworks API's that include Service Request, Work Order, Inspections and metrics, Cityworks SDK, and existing interfaces for numerous customer billing, SCADA, Financial, Fleet Management, Billing, AVL, LIDF, leak detection, etc. systems. 100IPago TIMMONS GROUP IMAM VI,ICAN ftt,H11,VII h.11C04,.. Exhibit'B°page 103 of 135 Asset Management So/—fam\ Implementation, and Support City of Richmond, IN Timmons Group has developed and utilizes a Modified Agile methodology to Successfully implernent many heterogeneous systems integration a/in8arf aces. Our methodology is comprised mf five (5) primary steps, These steps are a result ofour experience with business systerns integration and help to ensure a smooth and reliable project lifecycle and production outcome. The steps include P|anning, Build, Training, Production Deployment, and Post Production System Review. These steps ensure that we include everyone and every system of record in the development of detailed requirements for the design of thein0arface(o), Once the interfaces are developed, a rigorous testing plan will be executed. Upon successful completion of this User Acceptance Testing (UAT). the inter-faces are ready for deployment, However, prior to the final production deployment, user training is periornned for those impacted directly by the project. In order to achieve your goals while keeping integration efforts within reason, Timmons Group uses the approach generalized above. We prefer this methodology because we feel it strikes the appropriate balance between developing an integration that is well denigmed, considers the best technology for achieving the implementation and in fair in regard to the level of effort to both our o|i='ts and toourselves. ° P|anming —Ourpkanningiscomphnedofa workshup(o) where vve engage our clients and iteratively work through the reasons for the integration, what data needs to flow back and forth (or sometimes in one direction), and how best from a technical perspective of how to achieve this integration (developing requirements), VVe will then develop to these requirements, use cases/stories and design the necessary workflows that depict the transfer of data between systems, The workshop will typically result in the need to engage the target system vendor, either to procure items such as a database design/scherna diagram Up to and including engaging their assistance in designing and developing the integration itself. Some of this vendor interaction may have already been established for items such as CCTV, Pavement Management, etc. via a formal or informal business relationship vvi1hCityworko. If it has not, our proposal will reflect the appropriate level of effort required in our estimation to achieving the necessary planning required to move ha the next step, building the integration, ° Build—In the Build phase of our integration process we will develop sprints that are approximately 1 to 2 weeks in duration that iteratively reflect the use cases/stories and methodology developed during the previous Planning step. During these sprirts Our team will develop a potentially deliverable component of the integration, This may be something as basic mn moving one data item back and forth successfully. Working within this aroeKonated tirneframe, the team will be able to build only the most essential functionality. This methodology encourages the integration team (mc|mding client stakeholders) toprioritize the most essential features, focus onohort-termgoals, and gives our clients a tangib|e, empirically based view of progress Because each integration may require multiple nprinta, each iteration of work builds on the previous (inorernenta|), often replacing/discarding some of the previous work as more is learned (ibarabve), During sprint execution the team develops code and automated tests simultaneously using techniques such as Test-Driven Development JDD), pair programming and continuous integration. Utilizing an Agile approach minimizes handoKs and phases as well as testing, Because the testing of the integration is integrated within our development methodology we need only provide fonno| testing in regard to an overall system and integration test within the development environment. Once the interfaces are developed, a testing plan will beexecuted. Upon Successful completion of this User Acceptance Testing (UAT), the interfaces are ready for deployment, However, prior tothe final production dep|oynnent, user training is performed for those impacted directly by the project. ° Training—Our team then works with the appropriate stakeholders to train them both at the end user level and also to train one or more stakeholders in how the integration was developed and the management requirements to keep the integration working correctly. ° Production Deployment—After the integration has been developed (and tested throughout the development) xve move Vnto deploying the integration into your production environment, ° Post Production System Reviow—Dnce the integration is in production we will work as a team with our client stakeholders to verify that the integration was Successful against the requirements defined during the Planning step, Any identified prom*|emo will be addressed and corrected. The following Java5oriptObject Notation (JS{)N) web services are available for the Citymmrhsplatform: Attachments Entity Preferences Authentication Equipment Public Access Bookmark Equipment Cost Reading 101 1 Page TuMMONS GROUP Asset Management So� gre' |mmp!mnnentgton' andSupoor City QfRichmond, IN Case Asset Event Layers Recent Activity Case Child Object Fee Setup Relates Case Task Comments General Search Case Task Results 8|SSearoh security Crew Holiday Service Request Condition In Box Storeroom Codes Inspection Tanks Contractor Labor Cost Types Customer Call Material Work Order Employee Material Cost Work Order Template The following APIs are available for the Cityworks p|atfmrm� Citizen Engagement Metrics Work Order, Extended Document Management Service Request Inspections Work Order, Basic ASofbware Development Kit(SOK) is also available to download and install. It contains some sample DLLS to use to make coding easier if developing in NET. The JS[)N web services do not support Windows Authentication, A second site, running Forms Authentication, cmnbe used for the web services if Windows Authentication also needs to run for the main Server site. 2) Data Miqratio0��onversimn ��ethod��l«o�y: One of the key objectives of The District is to possibly migrate legacy data from existing systems, to the chosen CKAK8S. K is our recommendation that wevvork with The District to explore the value gained by doing the data conversion vs. the coot and effort required to do so- The District has existing systems in place to access this data, we will work with The District to determine it a) Thisdatais -g cenned regularly enough 0o merit the costs ofamigration b) Will having eccman to the data via the legacy system remain a viable option Upon completing this analysis if it is determined that the data migration should indeed occur, we will work with The District to develop process to ensure the migration is complete. Inherent to that process is establishing a strategy 0o deal with the data that is being managed in what will become a legacy system. This task specifically addresses the datasets and systems that are slated for conversion into the proposed Cityw/orks solution. Data Migration Approach The legacy datasets and systems targeted for conversion possibly span multiple database schemas, database versions and even database formats, which implies that each will be handled ino unique way. While this is true in many ways, the fundamental approach to successfully migrating data from one system to the other is, in fact, the same, Coordination As is evident by this proposal, the migration effort is just one facet of the system implementation and cannot be undertaken independently. The foundation of the proposed Cityworks solution needs to be in place in order for the data migration to be parformed, but even then, the conversion may drive specific configuration items and changes. Coordination and communicabmm` between the project teamnnembersvvi|| be an ongoing element of the conversion process that starts with project kickoff and terminates with a successful migration of all data into the production environment. Orientation Workshop The conversion process of each legacy system will include a workshop wherein the proposed projectteamvvi|[ meetvvith appropriate THE DISTRICT sta-f to review the specific implementations, The discussions will allow the project team to gain an understanding of how the applications are being used, what data has been recorded, At the sarne time, details associated with the data required as part of the conversion process will be reviewed, documented and approved. During the workshops, the project tearn will also initiate the process of gaining access to the underlying database and will work with The District staff to gather any available documentation (i,e,, system specificohons, entity reiationnhkp diagramn, etc.) specific to the software and specific versions being reviewed. This information will help to streamline the subsequent navigation and interpretation that will be necessary to perform the migration. °^°�� 102 � Page ~° TVMMONS GROVP . . Asset Management Software, Implementation, and Support City of Richmond, IN Database Schema Crosswalk Perhaps the most critical task in a data conversion effort is performing a crosswalk of the source and target schemes to identify and document how various objects between the two systems are related, resulting in a documented data map" that will guide the migration process. While some of the source systems are well known commercial software packages, the software companies do not typically make database diagrams and workflows publicly available. Data structure even within commercial systems can vary across versions and, more importantly, each implementation can be setup differently based on workflow or data requirements. More data and custom solutions may have an even wider range or completely unknown schema. As such, the discussions and documentation resulting from the workshops will be critical to the completion of a highly detailed system crosswalk, Throughout the process, additional The District input or clarification may be solicited as needed and is vital to ensuring that the resulting data mapping will reflect an accurate foundation for all subsequent activities., ifliryiliirpriiii4141,9r. .411.40iiriiiii41,.404. .ii,tii,Ili m '1,7I/J:VI Juir'l'Ilit,r4I?iiipoto qi,,,,t1lbove.v.;i„,J:6 1p, 4, 6 ' 1 4 i+0640006iewiftrof Schema Crosswalk Ot),SAMIlitiOlfritifit0 41 ., ,...;hi ......",1444'ilOigki;i041 11 , , ,0 ''70161i'l'. '' 'III* 7 . tiRkkill iffi 1* .,....'.., .- i.,',.,i.:,Op# 0,10 o . ...., . k Homill49, r,: T: b.1',e.11'A qltrii,(4';,,0:; llj/*III I ljj.,J'I,I41:0 1.1' H:!.J(ill 1-71;.1-IN,.IIIIIIIIIII,:, 01„„„„„„„„„,., J. . ,,,,,,,.. ., „....... ....„„...„....„., .,,,....„„ IIIIIII0Ipti JJ.„..,II0141 J-JJJ:JJkil - r. ...''''','',' '''''',''' 11111611111111111111111111111111111111111111'1'1'1'1'1'1'1'1'11'1'1?I'll'll'll'll'I'l' "64'I:1 : 1111, ,,' 1 1;.'''''''::'''','''???:.1''::',''.''''' r Table r? !.1....., lit lityr(ihi#01,01,0144,20 ' 4147 ihAiittiaiiiit4 i NUS I. „,,,,,„,,„,,,,,,,,,11111111111111111111111111111,1 .o 0 " 4° . . . . . 4 ... . . .. .... . ,. .. ,. .... 4' 4 '44 4 '4° ' ' °° ligali111111111111111161010 u„ Translation Scripting Following the schema crosswalks, the project team will develop a series of processes to facilitate the actual mii ration of the source system data into Cityworks. Depending on the complexity and volume of the source data, the process may be a mix of manual and a scripted solution but will be established in a manner to ensure repeatability. The scripted solutions will be tailored to each specific data conversion effort and may range from native SQL Server scripts to third party migration tools but will ultimately follow a pattern referred to as extract, transform and load (ETL). The ETL approach is common within the GIS industry, but applies much more generically to moving data between systems. The ETL process will be designed as a one-time process that will result in data migrated into a development Cityworks database. NOTE: (1) The project team will be performing a data translation but will not be completing any data generation as part of this process, (2) Whfle the scripts are being developed and data is being translated into development, THE DISTRICT departments can use the source systems as always. At the time the data is ready for production conversion, the source systems will need to be taken offline or transitioned into a read only state. Multi-Staged Execution Once the scripts are developed, the project team will test our methodology through a 3-stage process. This process is designed so that after the first data migration run (Draft)we will meet with The District to review the data, note issues and errors, edit our scrips and process, and then repeat the process. The 3 stages will be. 1) Draft Data Migration 2) Pre-Final Data Migration 3) Final Data Migration 103 1 P a g Ei3. TIMMONS GROUP Exhibit'B'page 106 of 135 ~ / Asset K8mnagennent Software, |rmph�m|entation. and Support City Y Richmond, IN Although the details underlying each conversion may vary subatantiaUy, aukznnahon is assumed based on the vo|unne indicated by The District within the RFP. As part of the process, the project team will be analyzing and evaluating the output to identify potential anomalies that are not sufficiently syotennoho to be detected or trapped by the scripts, The approach to addressing those anomalies will be documented and discussed with The District, Validation & Quality Control With the conversion process completed against a subset of the data, the project team will perform a series ufvalidation and quality control processes 8o verify a successful migrahon This task will largely focus on back-end ana|yticsthat compare data in both the source and target systerns but will also consist of front-end testing prior to release to The District for testing, Results from this quality control process will be documented and shared with The District, Acceptance Testing In contrast with the validation and quality control phano, which is based on a review by the project team, the acceptance testing phase offers The District staff the opportunity to review the data within the context of the proposed Cityvvorha system in contrast with the information contained in the source systems. The acceptance testing places more emphasis on the front-end tesbng, wherein users will interact with, interrogate and vioua|ize data through the C,tyworhn interface, Feedback will be incorporated into a revision process that will guide modifications to the scripts and processes that inifia||y drove the conversion. Upon completion of the testing process and acceptance by The District, the project team will prepare for the production conversion, which will coincide with the release of the proposed system and the retirement of the legacy solutions, Production Conversion The production conversion effort will encompass the migration of the full data sets from each of the source systems into Cityworks. The processes estabilished through the crosswalk and encapsulated in the refined translation scripts will be executed as part of the production release management process, The conversion team will coordinate with the THE DISTRICT to transition the, source systems into a static state to ensure that no further data entry Occurs that Could result /n data loss. The automated aspects of the conversion will be applied followed by any documented manual processes that are required to address data anomalies, The production conversion Will Wrap-LIP With m 000,dinoted, but truncated, validation sufficient to verify successful data migration. Based on the preceding step-wise approach with mu|tip|e points of quality control and an ongoing feedback loop, the final conversion process is anticipated to adhere to the expectations of the projectteamandThoOiotrictandwi|i result in annmreconsolidated system with centralized access 1oawealth of historic information. 1041 P ,,ig * TIMMONS GROUP Asset Management So" are, Implementation, and Support City of Richmond, IN A Item Item Qty Unit 1st year 2nd year 3rd year 4th year 5th year No. Description Costs Cost Cost Cost Cost - 1 Software 1 ELA $30,000.00 Licensing_Cost $15,000.00 $22,500.00 $30,000.00 $30,000,00 2 Annual 1 ELA incl incl incl incl incl Maintenance Costs 3 Project 1 LS $ $ _ $ - $ - $ - Management 10,560,00 4 Implementation 1 LS $ $ $ $ - $ Costs (plus 28,380,00 expenses) 5 Training Costs 1 LS $ $ - $ - $ - $ - 17,975.00 6 Data 1 LS $ $ $ $ $ - Conversion 3,760.00 Costs 7 3rd Party 1 LS $ - $ - $ - $ - $ - Hardware, Software, Services Costs 8 Optional 1 LS $ - $ - $ - $ - $ - Software Costs 9 Other Costs 1 LS $ - $ - $ $ $ - 10 Existing 1 LS $ $ - $ - $ - $ - Software 8,840,00 Integration costs (Per Each) TOTAL LUMP SUM PRICE (ITEM $ $ $30,000.00 1 NOS. 1 THROUGH 101: 84,515.00 22 500.00 $30,000.00 $30 000.00 Wa 105IPr.:sge . "vn. TIMMONS GROUP "°°`"' ""'°""'"` Exhibit'B'page 109 of 135 Asset Management So are, Implementation, and Support City of Richmond, IN 9 Quote Number Q-09333-3 C I tyvvo rkss., Created Date 12/11/2019 Expiration Date 3/6/2020 Contact Information Contact Name: Elijah Welch Prepared By Bridget Suda Name: Organization: Richmond(IN),City of Prepared By (801)523-2751 Phone: Contact Address: 50 N 5th St Richmond,IN 47374 Quote Lines F d,</I. 11,.N,�/ rr rl„ r.), ,� V f/ +�/( i�/� i Ui/!!r/o, ! Fl/P ,/f/:/f f,r /f. //,l,«, 1/Y,,,;J f / !,u „//,.%I7f ,,/„!., /. 7[�..r/ ,. r/,I//�.. r /, ////^ I I �f() //I///.�/(,n/ ,/)!./(.(/,... /,I«I! 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IIII,, ,r t 1J lfr ,!i Ir(c, 11 � W I�I �� . � // ,Y rl 1�Jy// I f 4�, ,11�,/�'I / ,�// � ,/� / / „fr, l /� �(, �,, /, a(`Y, �t 1, (n,�d ,I, I,(9� ,,Ir�Yl�r},J�� f,�i� ,^�I,,I�I�/I11/1, r�,r��/1�,(�lY1�lr�fi ,r�inV,J (lu�n��/,1 w ><'I', ,,,��.;,,,I,,I „ ,�,rr,, �,�� d ,li � ild,��„ L/,el�Bl� '��6rY��1(rl�lr�r<,,�>��irt'�1��lJ�If/J^(f�;�%�slfl��>I��rm(k+ ��,i/l.�il,h 1,,�i,elr� r��'� ��,Gr,y� «� l rr i a,�i>�1J� � ��,.r�� ,� r,e,I ,u��lJ� ELA-Server AMS STANDARD 1.00 $15,000.00 TOTAL: $15,000.00 Notes Year 1 Dollar Value $15,000.00 Year 1 Date Range Year 1 wI tY/i'!p / f/ 0 rg f.l // t/� � /1/v s �fy/G{�frrt %( 'f✓ rr1 P, i� / a6 9yf` ( a 'hate ei4 4' hi , tr �,(41(eN /1 " j,i41l Year 3 Dollar Value $30,000,00 Year 3 Date Range Year 3 Quote Notes: Server AMS Standard Cityworks Departmental Enterprise License Agreement (ELA),Includes Unlimited Quantities of the identified Products for City of Richmond Sanitary District Only: Office Respond Mobile Native Apps(for IOSA4ndroid) --Includes the following Add-ons: Storeroom Equipment Checkout Contracts Cityworks for Excel Cityworks Analytics for AMS eURL(Enterprise URL) Workload Web Hooks CCTV Interface for PACP Local Government Templates(LGT) Use of Cityworks AMS Application Programming Interfaces(APIs)with commercially available Cityworks- centric applications that are licensed and maintained by authorized Cityworks partners Azteca Systems LLC 11075 South State Street Suite 24,Sandy,UT 84070 I Corporate Main 801-523-2751 i Corporate Fax 801-523-3734 404t,r 106 I I.) t g e ,,t e , TIMMONS GROUP Exhibit'B'page 110 of 135 Asset Management Sol are, Implementation, and Support City of Richmond, IN Annual fee herein is based on 25,001 -50,000 population range *Option for Cityworks Online hosting will have an additional fee.The fee for the first 25 users is waived, additional hosted users will have additional$200 annual fee per user. Terms and Conditions All quotations are valid for ninety-days(90)from the date above,unless otherwise stated in this quotation form.NI prices quoted are in USD,unless specifically provided otherwise,above,These prices and terms are valid only for items purchased for use and delivery within the United States. Unless otherwise referenced,this quotation is for the Cityworks software products referenced above only.Pricing for implementation services(installation,configurative,training,etc.),or other software applications is provided separately and upon request. The procurement,installation and administration of the Esri software utilized in conjunction with Cityworks will be the responsibility of the customer, The procurement,installation and administration of the RDBMS utilized in conjunction with Cityworks will be the responsibility of the customer,Currently,Cityworks supports Oracle and SQL Server.The procurement,installation and administration of the infrastructure (hardware and networking)utilized in conjunction with Cityworks will be the responsibility of the customer. This quotation information is confidential arid proprietary and may not be copied or released other than for the express purpose of the current system selection and purchase.This information may not be given to outside parties or used for any other purpose without written consent from Aztecs Systems,LLC. Software Licensing All Aztecs Systems software offered in this quotation are commercial off-the-shelf(COTS)software developed at private expense,and is subject to the terms and conditions of the'Cityworks Software License Agreement"and any and all addendums or amendments thereto.A fully executed copy of tie Software License • reement and any addendum(s)is required before delivery and installation and usage of the software is subject to the terms of the current license agreement Delivery method is by way of download through Aztecs Systems,LLC.customer support web portal. Payment Terms Net thirty(30)days. Taxes Prices quoted do not include any applicable state,sales,local,or use taxes unless so stated. In preparing your budget andiar Purchase Order,please allow for any applicable taxes,including,sales,state,local or use taxes as necessary.Aztecs Systems reserves the right to collect any applicable sales,use or other taxes tax assessed by or as required by law.Aztecs Systems re aerves the right to add any applicable tax to the invoice,unless proof with the order is shown that your organization or entity is tax exempt or if it pays any applicable tax directly. International Customers These items are controlled by the U.SI .government and authorized for extort only to the country of ultimate destination for use by the ultimate consignee or end-user(s)herein identified,They may not be resold,transferred,or otherwise disposed of,to any other country or to any person other than the authorized ultimate consignee or end-user(s),either in their original form or after being incorporated ire. other items,without first obtaining approval from the U.S.government or as otherwi:e authorized by U.S.law and regulations. AZTECA SYSTEMS,LLC.COPYRIGHT 1995-2019 Azteca Systems LLC 11075 I South State Street Suite 24,Sandy,UT 84070 I Corporate Main 801-523-2751 I Corporate Fax 801-523-3734 Aztecs Systems LLC'11075 I South State Street Suite 24,Sandy,UT 84070 I Corporate Main 801-523-2751 I Corporate Fax 801-523-3734 41'4/op 107 1Page 41'0 TIMMONS GROUP Exhibit'B'page 111 of 135 �4~ Asset Management So8.'ere' Implementation, and Support City of Richmond, IN � ' �� "�� 8. Page 15 ' Intellectual Property Rights: Exception: Azteoa will agree to indemnify and hold harmless the District for copyright and patent infringemmwit. Azteca's only exception, hovvever, is that the indemnity is subject to the indemnity provisions of Artcle 8 the Azteco Systems Software Ucense Agreement (SLA) a copy of which is attached, S. Page 15 - Third Party Intellectual Property: Exception: Aztece states that if the software is found tobeinfringe, then it will attempt to obtain rights or modify the sarnevvith non-infringing as set forth in paragraph S. but&zteca^s rights also include the rights as set forth in Article 8 of the 3LAvvhich sets forth the indemnity prov{sinno for infringement in the event that wo cannot procure rights, or, replace ormodify, 18. page 18 Warranty: Exception: Azteca »ystems Warranty is set forth in Article of the SLAattached. Remedy's for warranty are limited to the provisions of the SLA but do include (but not lirnited to) repairing and repla6ng any function not working during the life ofthe warranty. 18. Page 18 ' Systems Acceptance: Exception: Azhooa Systems bproviding a COTS software application and cannot be subject to"go live" dates or"conditional Acceptance" Az0eoaSya0amo does provide a full BO day warranty ifthe software does not conform to the published docurnentation (see Article 6 of the SLA). |f the Software doesn't conform within that period ofhme. District in entitled bz full refund. Time for warranty begins upon issuance ofa license key and in not based upon a test date. ~°~~� 108 Page TNMMONS GROUP Asset Management Software, Implementation, and Support City of Richmond, IN on,fro,„, 109 I TIMMONS GROUP Exhibit'B page 115 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN AccDATE(MEV CONTYY) CERTIFICATE OF LIABILITY INSURANCE 10/28/2019 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the poficy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME' Josh Clune McGriff Insurance Services, Inc. PHONE FAX 2108 W. Laburnum Ave Suite 300 A/c,to E%sl.804-578-5063 ,to/c,No):888-751-3010 PO Box 17370 A„DDRLESS: JClunea?ibbandt.com Richmond VA 23227 .... INSURER(S)AFFORDING COVERAGE N41C0. .... INsu RER n:Continental Insurance Company 35289. INSURED 3'St'LMIMr04'3 INSURER B:XL Specialty Insurance Company 37885 Timmons Parkway Suite 300 Group Inc 11001 BouldersINSURER C:National Fire Insurance Co of Hartford 20478 Richmond VA 23225 INSURERD:Valley Forge Insurance Company 20508__. INSURER E INSURER F„ COVERAGES CERTIFICATE NUMBER:1430674570 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTIMTHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES,LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ..... 'ADDE SEISR ...... .... ......... POLICY 6Ff.,__..POLICY I�%IP LIMITS ............ ,IT'Rixso"wvo, POLICY NUMSER (MMnpprrryY1'IMAAAM Y'YYl . . , 1 A X 'COMMERCIAL GENERAL LIABILITY t Y ' ;6050247042 11011/2019 11/11✓2020 EACH OCCURRENCE 02,000,000 CIL.vIMSTMADE X..OCCURPREWaISF,S,IF„aaxaoff1 _.01,000,000 ACSC TO REiiT uoeecm7 ,., MED Ex,P(Any cane peP o/ 5 15,000 PERSONAL 0 AEJV ur,J'L,RY $2,000,000 AGGREGATE (ES PER, GENERAL AGGREGATE .02„000„000 �)Ehr WG ICRF.XTE R9.AF'riXF 4.✓DC PRO'ILNJCTS-COMPIOP AGO,.....5 2,000 000 _ OTHER" ..... ,.. $ ......... C "AUTOMOBILE LIABILITY 605024'7039 11r11/2019 11i111'202'0 K`CMMI I,,,Jtb LINGL.L LIMu'1 0 1,000°000 ,_., kM Psxdemtl.. X "ANY AUTO ODDLY INJURY IPev person( S. GMATIED SCHEDULE:4) BODILY ItIJ'tlJ'RY(Per acrxlertop.9 AUTO UNI„Y ,AUTOS XLaidErr ORYE0 PROPERTY DAMAGE S AUTOS ONLYx AUTOS O p aTac eevart} ... _.. ., . .. .. . _... .. . 5 A X .UIMBRELLALIAB X Cx':con r 6050247056 i1f11f2019 111t1r2020 EACH OCCURRENCE S10„000,000 EXCESS LIAR CLAIMS(MADE AGGRIYNN 1: ....... 5 10,000,000 ........ .... DR .17 COMPENSATIONRS ... _._ NDEE"' X RET ENT1fCA^75 In nrm. - ,'S LIT r-/ ' Y 805002'S1579 ttrlt/2019 11711r2020 X -IATIrrE 1ER ,,.. (MandatoryI ENS'LIAArn rirITY Y N/A" EACH ACCIDENT $1,000,000 ..... AND OFiAlEMvr ocLN DED%,Eu".tF4hvE Y/N E L DISEASE FA EMPLOYEE.5 1„000„000 ..... ' 6., be osier .... ..... ,... ....... ..... M ,S'C�FYPP11'r)PV OF OPERATIONS Wow P:L[:Ds�SEA$w'„hCYL.VC'Y OAT ¢1,OOO,tyC#J B I'Prtefecaaanau Lob. P/ ' i DPR9950954 11011/2019 11/11/2020 Pe,CIa?ru $5,000,000 Aggregate $5,000,000 Deduct Me $200,000 DESCRIPTION OF OPERATIONS I LOCATIONS/VEHICLES(ACORD 101,AddSlonel Remarks Schedule,may be attached If more space Is required) 'Umbrella coverage does not extend over Professional Liability City of Durham is Included as Additional Insured with respect to General Liability Coverage. Waiver of Subrogation is included with respect to VVorkers Compensation Coverage. Umbrella Liability is Follow Form with respect to the underlying General Liability,Automobile Liability and Employers Liability Coverage, CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED(BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Durham ACCORDANCE WITH THE POLICY PROVISIONS. Department of Transportation 101 City Hail Plaza au'THORZEnREPRESENTATIVE 4 th Floor Durham NC 27701 „ _ re 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD Exhibit'El°page 116 of 135 � ~ � ^ ^ Asset yNanagerngnt ��oftvame, frm�Yemnmntation, and Support ' City of Richmond, IN � J � �k d, � Introduction Azteca 3ys0smn. Inc. necngnizenUhe growing interest invirtua|ized environments. In fact, in their day-to-day work many Azteca Systems' staff utilize Cityworks on select virtualization software—Microsoft Hyper-V and Virtual PC. Though we cannot test the vast number and wide variety ofvirtua|ized environments operating in IT organizations todoy, our experience has shown that if Cityworks is installed on a supported platform, then it will function in a virtualized setting. See the Specifications page of mycityworks.com for more information about supported platforms. Performance Due tothe associated overhoad, running software in a virtua|ized environment affects the performance of any application to some degree. Like any application, Ci\yworka' performance can also beimpacted. Often performance is a minor consideration because the benefits of virtualization outweigh performance implications, Therefore, it is important to observe best practices on the configuration of the particular virtual environment as well as performance testing when assessing v{rtue|izatinn in order to properly design and size the syotem ' Technical Support Azteco Systems, Inc. will strive to identify and resolve in abme|y manner any issue that can be reproduced on a supported platform operating on a standalone machine. If an issue cannot be reproduced in this setting, Azteoo Systems. Inc. cannot provide a fix for issues that occur within virtual environments. Conclusion Virtualization solutions are broadly used in test, development, and production environments. The benefits ofArtua|izahon include the following: ° Running multiple versions of software and preventing applications from impacting each other when upgrades or changes are made. * Simplifying the process,and reducing the time needed to prepare a server ° for new service. ° Increasing business coninuityby reducing downtime. Organizations investigating virtualization should consider price and technical support along with a wide range of issues and questions when deciding whether to implement a solution, Choosing the right virtualized environment depends on the organization's broader IT stFategy, the perc6ved benefits virtualization provides, and the particular features and functions offered in the virtual solutions available today. °w~�� 111 1 P a g e . �. °. TkMMONS GROUP Asset Management Software, Implementation, and Support City of Riehmort H, IN • Cityworks 154 System Specifications (Last updated: June 2019) Cityworks Database Specifications for a Database (Intelu) Server: Server* • Windows Server 2012 (64-bit) * Windows Server 2012 R2 (64-bit) * Windows Server 2016 (64-bit) • 32 GB RAM (or better) • Current Intel Xeon®/server class processor 3.46 GHz (or better) *Database server assumes a machine hosting the organization's,SDE geodatabase(supporting both editors and viewers) and Cityworks database (supporting users of Cityworks AMS/PLL). Please contact Azteca Systems with any questions. Server AIV1S-PLL Specifications for a PC (Intel ) Client: Client • 2.0 Gfiz Intel Core® processor (or better) • 2 GB RAM (or better) • Windows 10 (32/64-bit) or Windows 8/8.1 (32/64-bit.) or Windows 7 Professional® (32/64-bit) • Firefox 45-57 • Microsoft Edge* • Chrome 43-63 (There is a known issue in Storeroom with Chrome 46) *Microsoft announced upcoming changes to the Edge browser to support the Chromium rendering engine. Due to these changes,we have limited support for Microsoft Edge. ANIS-At Application Specifications for an Application (Intel ) Server: Server • Windows Server 2012 or 2012 R2, IIS 8.0/8.5 (-40 users) • Windows Server 2016 (64-bit), I IS 10 O 12 GB RAM (or better) • Current Intel Xeon®/server class processor 3.46 Cillz (or better) • Application consumes I Gil of disk space (500 MB on system drive) 1121Page TIMMONS GRTTHIt Exhiba.'B page 118 of 135 . „ Asset Management Software, Implementation, and Support City of Richmond, IN • .NET 4.5 Framework Windows Server features (.NET Extensibility 4.5 only if using Windows Server 2012/R2) • „NET 4.6.2 Framework (installed on both application and GIS servers). Requires Crystal Reports Runtime 13.0.16- 13.0.20. • .NET Framework 4.7.1. is required for the Cityworks application server as well as the GIS server if the Cityworks SOE is used. We do not provide disk space requirements because it is dependent on factors like the size and quantity of attachments and map images. AMS-PLL Application Specifications for an Application (Intelu) Server: Server • Windows Server 2012 or 2012 R2, ILS 8.0/8.5 (-80 users) • Windows Server 2016 (64-bit), IIS 10 • 24 GB RAM (or better) • Current Intel XeonO/server class processor 3.46 Gfiz (or better) • Application consumes 1 GB of disk space (500MB on system drive) • .NET 4.5 Framework Windows Server features (.NET Extensibility 4.5 only if using Windows Server 2012/R2) • .NET 4.6.2 Framework (installed on both application and GIS servers). Requires Crystal Reports Runtime13,0.16- 13.0.20. • .NET Framework 4.7.1 is required for the Cityworks application server as well as the GIS server if the Cityworks SOE is used. We do not provide disk space requirements because it is dependent on factors like the size and quantity of attachments and map images. Cityworks add-ons Cityworks Utilities interface for pavement management • PAVER versions 5.3.7-6.5.7 Pavement Management 1.0 app • PAVER version 7.x Cityworks Utilities interface for CCTV • PACP versions 4.4 and 6.0 Supported Esri 1.::sri Enterprise Platforms: 1.0.3, '10.3.1, 10,4, 10.4.1, 10.5, 10.5.1, Platforms 10.6, 10.6„1, and 10.7 Esri Workgroup Platforms: 10.3, 10.3.1, 10.4, 10„4.1; 10.5, 10.5.1, 10.6L, 10.6.1, and '10.7 113 Page TIMMONS GROUP Exhibit'B page 119 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN Supported RDBMS Oracle lig R1, Oracle llg R2, Oracle 12c, Oracle 12c Ri, SQL Server Platforms 2012, SQL Server 2014,SQL Server 2016, SQL Server 2017, and Oracle 12c R2 Supported RDBMS SQL Server Express 2012, SQL Server Express 2014,SQL Server Express Express Platforms 2016, and SQL Server Express 2017 Esri Platform Notes *ArcGIS Enterprise 10.7 is compatible with 15,4.2 and newer. *Feature Access via a map service requires the GIS data to be stored in an A rcSDE geodatabase; a file geodatabase is not sufficient here. To learn more about how Cityworks AMS/1)1,1,provides comprehensive access to the geodatabase, contact Azteca Systems. *ArcG1S 10.6.1 is only compatible with Cityworks 153.1 and newer. *et1RLs from Cityworks 15.3.1 sites are not compatible with Portal for ArcGIS 10.6.1 and Insights for ArcGIS 3.0. el1RLs from Cityworks 15.3.2 and newer sites are compatible. 114 ! Page TIMMONS GROUP Exhibit'B page 120 of 135 Asset Management So, are, implementation, and Support City of Richmond, IN The responses to the RFP and listed exceptions herein are based upon our good faith effort to understand and interpret the functionality statements listed, Our answers and responses include qualifications, exceptions and clarifications with our intent being to represent the capabilities of Cityworks software truthfully and accurately, Notwithstanding our best efforts to be accurate and truthful, these responses are not to be interpreted as a warranty for the software and services to be furnished for this project. Only the software license agreement with Azteca Systems, LLC can be binding for the software, Our standard COTS license agreement has also been provided in our response to the RFP and may contain terms contrary to the REP which would then need to be negotiated. We take a goodwill approach and reasonable position in negotiating terms and conditions to assure all parties are comfortable with the final governing document. We strive to be truthful and accurate in all of s r responses. No response in the RFP should be construed to create a binding contract contrary to the terms of the agreed upon license agreement or to exceptions set forth herein. Moreover, the qualifications, exceptions and clarifiers may describe a particular function or feature that we expect to provide as part of a future software product offering, These will be clearly articulated as such. In that event, we are providing that information solely for your general information and not as contractual commitment. If you need us to make a commitment on a particular function or feature, we will be glad to discuss that on a case by case basis, and to include whatever terms are mutually agreed upon in the final written agreement. 115 1 a 4 TIMMONS GROUP Exhibit'B page 121 of'135 Asset Management Software, Implementation, and Support City of Richmond, IN Areca SyItems,LLC,11075 Sou9t,$9119.9.Suitt 24• 5')9 523 2759 FAX er59 5.25 37754 9L,955-54XYA...195.999.97. CH' WORKS* LICENSE AND MAINTENANCE AGREEMENT 1 his Software License and Maintenance Agreement made by and between.Areca Systems,LL( ("Areca Systems")a Delaware limited liability ccampany„with a place of bu.siness at I 1075 South State,Suite 24,Sandy,Utah 84070 USA and r J,using certain of Areca.Systems 1....ieensed Products hereinafter referred to as"Licensee.'"fhis Agreement is effective immediately upon delivery of Licensed Products(the"Effective Date"). Ancca Systems Products are licensed under the terms and conditions of the Agreement.This agreement,when executed by the licensee named below("Licensee")and Arcot Systems,LLC(Area Systems),as licensor of the Software, Online,Services,and Documentation licensed under the License Agreement,will supersede any previous Agreements including the License Agreement presented,in the installation process requiring,acceptance by electronic acknowledgement and will constitute a signed License Agreement. This signed Agreement includes(i)this License and Maintenance Agreement,(ii)Addendum#1 Product Licensing, (iii)Addendum ff2—Standard Maintenance and Support.and(iv)Addendum:03 Third Party Contractor Acknowledgment. This signed Agreement may be executed in duplicate by the Parties,An executed Agreement,modification,amendment, or separate signature page shall constitute a.duplicate if is transmitted through electronic means,such as fax or email, and reflects the signing of the document by any Party„ Duplicates are valid and binding even if an original paper document hearing each Pari!r's original signature is not delivered. ARTICLE 1--DEFINTEIONS 1.1 Refinitions.The tarns used are defined as follows: a„ "Agreement'means this Software License Agreement between Amen Systems and Licensee inclusive of' all schedules,exhibits,attachment's,addenda and other documents incorporated by reference, b, "Authorization Code(s)"means any key,authorization number,enablemeni code,login credential, activation code, token,account user name and password,or other mechanism required for use of a Product„ c, "Authorized:User"or"User"shall mean;(i)a direct user of the Licensed Products,including but not limited to Licensee's employees;(ii)Licensee's consultants who have agreed to maintain the Licensed Property in onnfidence and use it:only for the benefit of Licensee,or(iii)members of the public gaining access to,anti only limited use of,the Licensed Products via the Software's public web portal(if applicable). Other than limited use of the Products through the software's web portal,the public is not considered an authorized user. d. "Client Data"means the data provided or inputted by or on behalf of Licensee,including personally identifiable information,for use with the Software. e. "Covered Software"shall mean the particular Cityworks Software,scripts,interfaces and custom code identified iii Addendum al. f, "Deployment Server License"means a license that,in addition to providing staging server License rights, auftwizes licensee to install and use the Software for deployment in Licensee's internal use, g„ "Testing Server License"means a license that authorizes Licensee to install and use the Software on a server in Lax,nsee's internal use to provide testing License rights prior to deploy:merit, h, "Documentation"means all user reference documentation that is delivered with the Software. i„ "Internal Uae"means use of the Licensed Products by employees of Licensee in Licensee's internal operations but does not include access of the Licensed Products by,or use of the.Licensed Products in the provisions of services to,Licensee's clients or customers. Internal Use also includes use of the Licensed Products by contractors of Licensee,including contractors providing outsourcing or hosting services,as long as Licensee assumes full responsibility for the compliance with this Agreement in such use.Use of the Licensed Products(or any part thereof)for the benefit of others,whether by means of a software as a service offering:,service bureau application,application service provider,outsourcing or other means of providing service to any third party shall not be considered Internal Use.. T. "Licensed Products"or"Products"shall mean the portion of the Cityworks Software and the StandatV License&ttlaitnenance Agreement Page I of 14 111:16 ed at 116 1Page TIMMONS GROUP Exhibit'B'page 122 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN 3.3 Special Use Programs.If Licensee acquires Products under a special program for noncommercial,nonprofit, educational,or other limited-use license,Licensee's use of the Products is subject to the terms set forth in the applicable enrollment fornsor as described on Aztec:11's webs&in addition to the non-conflicting terms of this Agreement.All such program terms are incorporated herein by reference, 3.4 Delivery. Unless otherwise requested by Licensee,Azteca Systems shall provide an electronic link to make available to Licensee the Licensed Property by electronic download and a license key to activate the Licensed Property, ARTICLE 4—SCOPE OF USE 4.1 Permitted Uses a, For Products livered to Licensee,Licensee may: Install and store.Products on electronic storage device ). 2. Make archival copies and routine computer backups; 3, Install and uw a newer version of Software concurrently with the version to be replaced during a reasonable transition period not to exceed 6 months,provided that the deployment of either version does riot exceed the Licensee's licensed quantity;thereafter,Licensee shall not use more Software in the aggregate than Licensee's total licensed quantity;and 4. Move the Software in the licensed configuration to a replacement Server. b. Licensee may use,copy,or prepare derivative works of Documentation supplied in digital format and thereafter reproduce,display,and redistribute the customized documentation only for Licensees own internal use„Portions of Documentation supplied in digital format merged with other software and printed or digital documentation are subject to this License Agreement.Licensee shall include the following copyright attribution notice acknowledging the proprietary rights of Azteca and its licensors:"Portions of this document include intellectual property of Azteco and its licensors and are. used herein under license,Copyright 4„.1.[Licensee will insert the actual copyright clate(s)from the source material's)Aztteca Systems,Llk, and its licensors.,All rights reserved," c, Consultant or Contractor/1ccess Subject to Section 3,I and Addendum 43,Azteca Systems grants Licensee the riOit to permit Licensees Third Party Consultants or Contractors to use the Products exclusively and solely for licensees benefit, Licensee must comply with terms and provisions of Addendum 43 end provide a copy to Azteca,Licensee shall be solely responsible for compliance by Third Party Consultants and Contractors with this license Agreement and shall ensure that the Third Party Consultor*or Contractor discontinues Product use upon completion of work for Licensee,Access to or use of Products by Third Party Consultants or Contractors pot exclusively for Licensees benefit is prohibited. 4.2 Uses Not Permitted.Except to the extent that applicable law prohibits or overrides these restrictions,or as provided herein,Licensee shall not: a„ Sell,rent,lease,sublicense,lend,assign,or time-share Products; b, Permit persons other than Authorized Users to access or use the licensed Products for any part thereof); c, Act as a service bureau or Commercial A,SP; id. Use Software,Data,or Documentation for a site or service and operate the site or service for profit or generate revenue through direct or indirect methods te.g.,advertising or by charging for access to the site or service); e, Redistribute Software,Data,or Online Services to third parties,in whole or in part,including,but not limited to,extensions,components,or APIs; is Redistribute Authorization Codes; g, Reverse enginoer,decompile,or disassemble Products; b. Make any attempt to circumvent the technological treasure(s)that controls access to or use of Products; Standard License A Maintenance Agreement Page 3 of 14 ,16,16 ed 117 P g e TIMMONS GROUP Exhibit`B'page 123 of 135 • ,„,„„ • Asset :,,,,,,,,'1,„anagenrient So are, !implementation, and Support City of Richmond, IN i. Upload or transmit content or otherwise use Products in violation of third-party rights,including intellectual property rights,privacy rights,nondiscrimination laws,or any other applicable law or government regulation; J. Remove or obscure any Azteca Systems(or its licensors')patent,copyright,trademark,proprietary rights notices,andlor legends contained in or affixed to any Product,Product output,metadata file,or online andier hand-copy attribution page of any Data or Documentation delivered hereunder; It, Separate from the licensed use of APIs,Licensee may not unbundle or independently use individual or component parts of the Prviducts,Software,or Online Services; I Unbundle or independently use the individual or component parts of Software or Online Services; m.„ Incorporate any portion of the Software into a product or service that competes with the Software, n. Publish the results of benchmark tests run on Software without the prior written permission of Azteca Systems;or o, Use,incorporate,modify,distribute,provide access to,or combine any computer code provided with the Software in a manner that would subject such code or any part oldie Software to open source license terms,which includes any license terms that require computer code to be(i)disclosed in source code form to third parties,(ii)licensed to third parties for the purpose of making derivative works,or fiiitredistributable to third parties at no charge. ARTICLE 5—TERM ANWLERMIN,ATION 5,1.. This License Agreement is effective upon date and signature of Licensee below.The initial term of this License Agreement will begin upon the dates set forth in Addendum I and provided the fees are paid, This License agreement and its maintenance provisions may then be renewed annually by payment of the then current maintenance fees for the(rm.annual maintenance period as set forth in Addendum I. 5.2. Either party,may terminate this License Agreement or any Product license for a material breach that is not cured within thirty(30)days olwrinen notice to the breaching party,except that termination is immediate for a material breach that is impossible to cure. 53. Termination for Convenience: Either party may terminate this Agreement by giving the other party thirty 00) days'written notice prior to the end of the current TCTIll Maintenance Period, 5,4, In the event that either funding li•orn Licensee or other sources is withdrawn,reduced,or limited,or the authority of Licensee to perform any of its duties is withdrawn,reduced,or limited in any way after the Effective Date of this Agreement and prior to normal completion,the parties shall have the authority to exercise the Termination for(lenvenience option to terminate this Agreement in whole or in part. If a party to this Agreement chooses to terminate for convenience that party may do so by thirty(30)days'written notice to the other party„ 5..5. Upon termination of the License and Maintenance Agreement,all Product licenses granted hereunder terminate as well.Upon termination of a License or the License and Maintenance Agreement,Licensee will(i)stop accessing and using affected Pioduct(s),(ii)clear any client-side data cache derived front Online Services;and(iii)uninstall, remove,and destroy all copies of affected Product(s)in Licensee's possession or control,including any modified or merged portions thereof,in any form,and execute and deliver evidence of such actions to Aztecs Systems., 5.6. If this Agreement is terminated for convenience,the Licensee is only liable for payment required by the terms of this Agreement for licenat,maintenance and support services rendered or products and software received and accepted prior to the effective date of termination, 5,7. If this Agreement is terminated under section 53 or 5.4 above,Licensee shall then return to Azteca Systems all of the Software,related nodules,related updates,and any whole or partial copies,codes,modifications,and merged portions in any form.Azneta will then for no additional charge to Licensee and at Licensee's option either grant a license to the Licensee,fin a period of one(1)year,which will allow licensee to retain the ability to access records and data contained in the Software or allow Licensee to create digital copies of all files needed by the Licensee for the same period.If Licensee needs to retain access to records or data for a period longer than one(1)year,in order to transfer data to another system,Azteca will consider reasonable requests to extend beyond one(1)year. 5.8. "The parties hereby agree that all provisions which operate to protect the intellectual rights of.Azteca Systems Standard License&Maintenance Ago-cement Page 4 of 14 'al 118 1Page TIMMONS GROUP Exhibit Tit'page 124.of 135 Asset Management So are, Implementation, and Support City of Richmond, IN shall remain in,force should breach or termination of any kind occur, ARTICLE 6--LIMITED WARRANTIES AND DISCLAIMERS 6..1 Limited Warranties. Except as otherwise provided in this Article 6,Azteca Systems warrants for a period of ninety(90)days from the dnie Azteca Systems issues the Authorization Code enabling use of Software and that the unmodified Software wi stibstantially conform to the published Documentation under normal use and service. 6.2 Special Disclaimer. CoNTINT,DATA,SAMPI.ES,NEW VERSIONS,HOT FIXES,PATCHES,SERVICE' PACKS,UPDATES,UPGRADES,AND ONLINE SERVICES PROVIDED ON A NO-FEE.BASIS,A.ND EVALUATION,TEST AND BETA SOFTWARE ARE DELIVERED AS IS"WITHOUT WARRANTY OF ANY KIND, 6.3 Internet Discialmer.:THE PARTIES EXPRESSLY ACKNOWLEDGE AND AGREE THAT'THE INTERNET'IS A NETWil.r.K.OE PRIVA:TE AND PUBLIC NETWORKS AND THAT(i)THE INTERNE:1'1S NOT A SECURE INFRASTRUCTURE,(i ft THE PARTIES HAVEN()CONtROl OVER'THE INTERNET, AND(iii)NONE OF THE PARTIES SHALL BE LIABLE FOR DAMAGES UNDE,R ANY THEORY OF LAW RELATED TO'HIE PERFORMANCE OR DISCONTINUANCE OF OPERATION OF ANY PORTION OF THE INTERNET OR POSSIBLE REGUL,A,TION OF THE INITERNET:THAT MIGHT RESTRICT OR PROHIBIT'JUL OPERATION OF ONLINE SERVICES. 6.4 General Disclaimer,EXCEPT FOR.'THE ABOVE EXPRESS LIMITED WARRANTIES,AZTECA SYSTEMS DISCLAIMS ALL OTHER WARRANTIES OR CONDITIONS OF ANY KIND,WHETHER EXPRESS OR IMPLIED,INCLUDING,BUT NOT umrrED TO,WARRANTIES OR CONDITIONS OF MERCHANTABILITY AND FITNESS FOR A PARTICUL,AR.PURPOSE,SYSTEM INTEORATION,AND NON-INFRINGEMENT OE INTELLECTUAL PROPERTY RIGHTS..AZIECA SYSTEMS DOES'NOT WARRANT THAT PRODUC'TS,MAINTENANCE OR.ANY'TECHNICAL SUPPORT SERVICES PROVIDED ITEREIN WILT.,MEET LICENSEES NEEDS;THAT LICENSEE'S OPERA I ION OE THE SAME WILL BE UNINTERRUPTED,ERROR FREE,FAULT-TOLERANT,OR FAIL-SAFE;OR 'THAT ALL NONCONEORMITIE.S CAN OR WILL BE:CORRECTED.PRODUCTS ARE NOT'DESIGNED, MANUFACTURED,OR INTENDED FOR USE IN ENVIRONMENT'S OR APPI„ICATIONS THAT MAY LEAD TO DEATH,PERSONAL INJURY,OR PHYSICAL PR.OPERTYIENVIRONMENTAL DAMAGE LICENSEE SHOULD NOT FOLLOW ANY:SUGGESTIONS OR INS'fltitcrIONS"THAT A.PPEAFt TO BE.HAZARDOUS, UNSAFE,OR,ILLEGAL, ANY SUCH USE SHALL BE Al LICENSEE'S OWN RISK AND COS:"E 6.5 Exclusive Remedy. Licensee's exclusive remedy and Azteca Systems'entire liability for breach of the,limited warranties set forth in this.Article 6 shall be limited,at Aztec°Systems'sole discretion,to(i)replacement of any defective media;(ii)repair,correction,or a workaround for Software or Online Services subject to the Azteca Systems Maintenance Services and Support Addendum;or(iii)return of the license fees paid by Licensee for the current period,prorated forthe current period,for Software or Online Services that do not meet Azteca Systems limited warranty,provided that Licensee uninstafts,removes,and destroys all copies of Software or Documentation;ceases using the Software or Online Services,and executes and delivers evidence of such actions to Azteca Systems, 6.6 lithe performance of any obligation under this Agreement is prevented,restricted,or interfered with by reason of fire„flood,earthquake,explosion,or other casualty or accident,strikes or labor disputes;inability to procure delivery of parts,supplies,:services,or power;war,tin eat of actual terrorist act,cyberattack,or other violence,any law order,proclamation,regulation,ordinance,or demand;or any condition whatsoever beyond the reasonable control of the affected party,the party so affected,upon giving prompt notice to the other party,will be provided a temporary extension for a period of time as may be reasonably necessary to allow for such delay,prevention interference,or restriction. ARTICLE 7—LIMITATION OF L1A.BILITY 7.1 Disclaimer of Certain Types of Liability.AZTEC:A SYSTEMS,ITS AUTHORIZED DISTRIBUTOR(IT ANY),AND ITS LICENSORS SHALL NOT BE LIABLE'TO LICENSEE TOR COSTS OF PROCUREMENT OF SUBS'ITTUTE GOODS OR SERVICES;LOST PROITIS,LOST SALES,OR BUSINESS EXPENDITURES; Standard License A Maintendnce Agreement Page 5 of 14 6 vet 1'1 9 F" a TIMMONS GROUP Exhibit'B'page 125 of 135 Asset Management So Implementation, and Support City of Richmond, IN INV ESTMEN'TSt BUSINESS 1OMM ITMENTS;LOSS OF ANY GOODWILL;OR ANY INDIRECT,SPECIAL, INCIDENTAL„OR CONSEQUENTIAL DAMAGES ARISING OUT OF OR R ELATED"TO'THIS LICENSE AND MAINTENANCE AGREEMENT OR USE OF PRODtiCTS,HOWEiVER.CAUSED ON ANY THEORY OF LIABILITY,'WHETHER OR NOT"'AZTECA SYSIE.MS OR rrs LICENSORS HAVE.BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE,THESEITMETATIONS SHALL APPLY NOTWITHSTANDING ANY' FAILURE OF ESSENTIAL PURPOSE OF ANY LIMITED REMEDY. 7.2 General Limitatioa oftAability.EXCEPT"AS PROVIDED IN ARTICLE 8—INERINGEMENT INDEMNITY.'THE TOTAL CUMULATIVE LIABILITY OF AZTECA SYSTEMS AND ITS AUTHORIZED DISTRIBUTOR HEREUNDER,FROM ALL CAUSES OF ACTION OF ANY KIND,INCLUDING,BET Nor LIMITED TO,CONTR:ACT,TORT(INCLUDING NEGLIGENCE),STRICT LI A.BILITY,BREACH OE WARRANTY,MISREPRESENT'A.TION„OR OTHERWISE,SHALL'NOT EXCEED THE FEES ACTUALLY PAID BY LICENSEE DURING THE CURRENT MAINTENANCE AND SUPPORT PERIOD,FOR THE PRODUCTS THAT GIVE RISE TO THE CAUSE OF A.CTION. 7..3 Applicability of Disclaimers and Limitations.Licensee agrees that the limitations of liability and disclaimers set forth in this License Agreement wilt apply regardless of whether Licensee has accepted Products or any other product or service delivered by,Azteca Systems."The parties agree that Azteca Systems has set its fees and entered into this I...ice:Ilse Agreeme,ii in reliance on the disclaimers and limitatirms set forth herein,that the.same reflect an allocation of risk between the parties,and that the same form an essential basis of the bargain between the parties. IIIESE LIMITATIONS SHAL„L APPLY NOTWITHSTANDING ANY FAILURE OF ESSENTIAL PURPOSE OF ANY LIMITED REMEDY., THE FOREGOING WAR L:ANTIES,LIMLTATIONS,AND EXCLUSIONS MAY NOT BE VALID IN SOME JURISDICTIONS AND APPLY ONLY TO THE EXTENT PERMI1TED BY APPLICABLE LAW IN IACENSEES JURISDIC[ION.LICENSEE MAY HAVE ADDITIONAL RIGHT'S UNDER LAW THAT MAY NOT BE.WAIVED OR DISCLAIMED. AZTECA SYSTEMS DOES NOT SEEK TO Limir LICENSE EN Vs ARRANT OR REMEDIES TO ANY EXTENT NOT'PERMITTED BY LAW, ARTICLE 1E—INFRINGEMENT INDEMNITY 8..1 Azteca Systems shall defend,:indemnify as described below,and hold Licensee harmless from and against any loss,liability,cost,:or expense,including reasonable attorneys'fees,arising out any claims,actions,or demands by a third party legally alleging that Licensees licensed use of Software or Online Services infringe a US patent, copyright,or trademark.,provided: a. Licensee promptly notifies Azteca Systems in writing of the claim; b. Licensee provides documents describing the allegations of infringement; c„ Azteca Systems has sole control of the defense of any action and negotiation related to the defense or settlementiof any claim;and d. Licensee reasonably cooperates in the defense of the claim at Azteca Systems'request and expense„ 8.2 If Software or Online Services are found to infringe a LIS patent,copyright,or trademark,Amos SySICITIS,at its own expense,may either(i)obtain rights for Licensee to continue using the Software or Online Services or(ii) modify the allegedly infrLiaing elements of Software or Online Services while maintaining substantially similar functionality.if neither alternative is commercially reasonable,the license shall terminate,and Licensee shalt cease accessing infringing Ontirie Services and shall uninsuill and return to Azteca Systems any infringing item(s).Azteca Systems entire liability shall then be to indemnify Licensee pursuant to Section 8.1 and refund the unused portion of fees paid,prorated for the cumin maintenance and support period. 8.3 Atteca Systems shall have no obligation to defend Licensee or to pay any resultant costs,damages,or attorneys' fees for any claims or demands alleging direct or contributory infringement to the extent arising out of(i)the combination or integration of Software or Online Services with a product,process,or system not supplied by Azteca Systems or specified by Azteca Systems in its Documentation,(ii)material alteration of Software or Online Services by anyone other than Arms Systems or its subcontractors:or(iii)use of Software or Online Services after modifications have been provided by Azteca Systems fOr avoiding infringement or use after it return is ordered by Azteca Systems under Section 8..2. Starida,V Liemve 4.t Maintencolce Agreemena Page 6 of 14 1046 ed. 120 Page TIMMONS GROUP Exhibit'B'page 126 of 135 Asset Management So' are, Implementation, and Support City of Richmond, IN 8.4 THE FOREGOING STATES'TILE ENTIRE OBLIGATION OF AZTECA SYSTEMS WI RT RESPECT-1'0 INFRINGEMENT OR ALLEGATION OE INFRINGEMENT OF INTELLECTUAL PROPERTY RIGHTS OF ANY THIRD PARIY. ARTICLE 9—GENERAL PROS ISIONS 9.1 Future Updates.New or updated Products and subscription renewals will be licensed under the then-current Azteca Systems license terms and conditions included with the deliverable Products. 9.2 Export Control Regulations.Licensee expressly acknowledges and agrees that Licensee shall not export,re- export,import,transfer,or release Products,in whole or in part,to(i)any US embargoed country;(ii)any person on the US Treasury Department's list of Specially Designated Nationals;liii)any person or entity on the US Commerce Department's Denied Persons List,Entity 1.ist,or Unverified List;or(iv)any person or entity or into any country where such export,re-export,or import violates any US,local,or other applicable import/export control laws or regulations including,but not limited to,the terms of any import/export license or license exemption arid any amendments and supplemental additions to those import/export laws as they may occur from time to time. 9.3 Taxes and Fees,Shipping Charges.License fees quoted to Licensee ate exclusive of any and all taxes or fees, including,but not limited to,sales tax,use tax,value-added tax(VAT),customs,duties,or tariffs,and shipping and handling charges. 9,4 No Implied Waivers.The failure of either party to enforce any provision of this License Agreement shall not be deemed a waiver of the provisions or of the right of such party thereafter to enforce that or any other provision. 9.5 Severability.The parties agree that if any provision of this license Agreement is held to be unenforceable for any reason, such provision shall be reformed only to the extent necessary to make the intent of the language enforceable, 9.6 Successor and Assigns.Licensee shall not assign,sublicense,or transfer Licensee's rights or delegate Licensee's obligations under this License Agreement without Azteca Systems'prior written consent,and any attempt to do so without consent shall be void.This License Agreement shall be binding on the respective successors and assigns of the parties to this License Agreement, Notwithstanding,a government contractor under contract to the government to deliver Products may assign this License Agreement and Products acquired for delivery to its government customer upon written notice to Azteca Systems,provided the government customer assents to the terms of this License Agreement. 9.7 Survival of Terms.The provisions of Articles 2,5,6,7,11,and 9 of this License Agreement,and the provisions of section 4.1 of Addendum 2,shall survive the expiration or termination of this License and Maintenance Agreement, 9.8 Equitable Relief.Licensee agrees that any breach of this License Agreement by Licensee may cause irreparable damage and that,in the event of such breach,in addition to any and all remedies at law,Azteca Systems shall have the right to seek an injunction,specific performance,or other equitable relief in any court of competent jurisdiction without the requirement of posting a bond or proving injury as a condition for relief, 9.9 US Government Licensee.The Products are commercial items,developed at private expense,provided to Licensee under this License Agreement.lit icensee is a US government entity or US government contractor,Armco Systems licenses Products to Licensee in accordance with this License Agreement under FAR Subparts 12.21 I/12,212 or DFARSSubpart 227.7202.Azteca Systems Data and Online Services are licensed under the same subpart 227.7202 policy as commercial computer software for acquisitions made under DEARS.The commercial license rights in this License Agreement strictly govern Licensee's use,reproduction,or disclosure of Products. Azteca Systems Software source code is unpublished,and all rights to Products are reserved by Azteca Systems and its licensors.Licensee may transfer Software to any licensed government procuring agency facility to which cornpeter(s)on which Software is installed are transferred,If any cowl,arbitrator,or board holds that Licensee has greater rights to any portion of Products under applicable public procurement law,such rights shall extend only to the portions affected. 9.10 Governing Law,Disputes,and Arbitration. This License Agreement shall be governed by and construed Standard License&Maintenance Agreement Page 7 of 14 rola or 121 P a cl e TIMMONS GROUP Exhibit'B page 12 i of 135 Asset Management Software, Implementation, and Support City of Richmond, IN in accordance with the laws of the State of Utah without reference to conflict of laws principles,except that(IS federal law shall govern in matters of intellectual property.Except as provided in Section 9.8, any dispute arising out°for relating to this License Agreement or the breach thereof shall be resolved in the following order; • Consuilatiow and negotiation in good faith and a spirit o mutual cooperation,- . Mediation,by a mutually acceptable mediator chosen by the parties,which cost is shared equally; • lithe matter cannot be settled through negotiation or mediation,then it sludl he finally settled by arbitration administered by the American Arbitration Association under its Commercial Arbitration Ryles.Judgment on the award rendered by the arbitrator may be entered in a court of competent jurisdiction.I t'Licensee is a US government agency,this License Agreement is subject to the Contract Disputes Act of 1978,as amended(41 IJSC 60 T-613),in lieu of the arbitration provisions of this clause,Ibis License Agreement shall not be governed by the United Nations Convention on Corotracts for the International Sale of Goods,the application of which is expressly excluded„ 9.11 Maintenance.Maintenance for qualifying Software consists of updates and other benefits,such AS access to technical support,are provided during the Term of Use. Maintenance is specified as set forth in Addendum Q. 9.12 Feedback,Azteca Sfsterns may freely use arty feedback,suggestions,or requests for Product improvements that Licensee provides to Azteca Systems. Regardless of the source of any feedback or suggestions,any improvements to Cityworks Software or Products,and any related intellectual property,are owned by Azteca Systems. 9.13 Patents.Licensee may not seek,and may not permit any other user to seek,a patent or similar right worldwide that is based on or incorporates any Aztecs Systems technology or services.This express prohibition on patenting shall not apply to Licensee's.,software and technology except to the extent that Aztecs Systems technology or services, or any portion thereof,are a part of any claim or preferred embodiment in a patent application or a similar application. 9.14 Entire Agreement.This License Agreement,including its incorporated documents,addendunts,and exhibits constitutes the sole arid uire agreement of the parties as to the subject matter set fisrth herein and supersedes any previous license agreements,understandings,and arrangements between the panics relating to such subject matter. Additional or conflicting terms set forth in any purchase orders,invoices,or other standard form documents exchanged during the ordering process,other than product descriptions,quantities,pricing,and delivery instructions, are void and of no effect.Any modification(s)or amendmen(s)to this License Agreement must be in writing and signed by each party or as otherwise provided in Addendum#1, IN WITNESS WHEREOF,the parties hereto have caused this License Agreement to be executed and made effective by their respective authorized repiresentatives. AZTECA SYSTEMS,LUC !ENTITY NAMES--(LICENSEE) By: By: Name:J3.11ap L.Haslam Name: Title: President-CLS2 Title: Date: Date: Standard License i‘laintenance,,,Igreement Page S of 14 r ed 0' 040 122 P ?",1, q e • TIMMONS GROUP Exhibit'ET page 128 of 135 Asset Management So ' are, Implementation, and Support City of Richmond, IN ADDENDUM#I PRODUCT LICENSING I. Licensed Software: Additional Software Products et Licenses: Software Products odue t.s ctr licenSeS may he added io this License Agreement ee,nent with either an acknowledgement of an t,t fclal(:'tttyworks quote signed by Licensees and additional fees,if neTevsary or applicable being paid,or receipt of Purchase Order,from Licensee in response to an official C7tyworks gtote and additional fees, if applicable being paid, 2, Notices&Licensee Information: Until or unless otherwise,modified,all notices relevant to this agreement shall be sent to the following address: Azteca Systems,LLC [L,icenseel 11075 South State,Suite 24 Sandy, Utah 84070 ._. ___... ___ ._........__._. Attn: Phone: 3. Delivery Date/Effective Date of Software MM/DD/YYYY 4. Schedule of Payments and Fees under License and Maintenance Agreement Support Period Date Amount Front/To(mmfdd/yyyy) Period 3 x Period 2 _....._._ $ .__ _..... Period 3 K 5. Additional Updates to the above licensed software means a subsequent release of the program which Azteca generally makes avaiktble to its supported customers as part of the annual maintenance plan for which fees have been paid. J"tanclacci License&Ataintencrnce,te-eement Page 9of 14 i0'16ci. •*e o u ,123 Page TIMMONS GROUP Exhibit"B'page 129 of 135 Asset Management So are, Implementation, and Support City of Richmond, IN Occasionally,Azteca changes the name of its licensed software as part of its ongoing process to improve and increase tee functionality of the software. In the event the software licensed or listed above changes in name,and/or improvements are made,Azteca will provide software with functionality that is similar to or with substantially the same or greater functionality of the originally licensed software,provided all current license fees have been paid. Updates may not always include any release,option or future program that Azteca licenses separately. Updates are provided when available(as determined by Azteca). Azteca is under no obligation to develop any future programs or functionality.Any updates made available will be delivered to you,or made available to you for download.You shall be responsible for copying, downloading and installing the updates. Standard License et Maintenance Agreement Page 10 of 14 1n(r64,/ .40. 124 V P (1 TIMMONS GROUP Exhibq'B page 130 of 135 Asset !',,,''anagement Software, Implementation, and Support City of Richmond, IN ADDENDUM#2 STANDARD MAINTENANCE AND SUPPORT Standard Maintenance and Supaort Addendum provisions are between the Licensee and Aztecs,Systems,1„LC, Maintenance and Support are provided subject to the terms and conditions of the signed License Agreement and which is incorporated by reference, 1. MAINTENANCE&SUPPORT; Azteca Systems will provide maintenance and support services to Licensee for qualifying Products during the applicable Term for such Products provided the applicable license fees have been paid for the times and periods and amounts sped fled in Addendum#1. Maintenance and Support Services consist of the following benefits: Technical support,new version software,service packs,software upgrades,and software updates. 1.1. Azteca Systems will ensure upward compatibility for the Covered Software applications within a reasonable timeframe for minor Esri t ArcGIS and Cityworks supported database revisions. Azteca Systems will not ensure upward compatibility for Covered Software Applications when there are major Esri ArcGlS revisions(for example„from rev 10.x to rev I ,x),however Azteca Systems will make all reasonable efforts to provide upward compatibility. 1.2, Azkea Systems shall,without additional charge(except as allowed for in paragraph 3.4),during the term of this Agreement provide the following: (a) Software Updates, Software Updates includes Upgrades and service packs which are a collection of files that enhance or correct the Covered Software and which will he available for Licensee to download during the Maintenance TermdPeriial. Updates and Upgrades may also include new versions; (h) Provide Telephone Support,Entail Support,Web Support,during normal business hours,8 AM to 5 PM Mountain'Time,Monday through Friday(excepting Holidays)and after hour emergency support line,and other benefits deemed appropriate by,Azteca Systems(as set forth in Section 2 below):and (c) Implemerm and maintain a means of secure,remote direct network access(VPN,Websaecess, etc.)to the Licensee's systems in order to perform thorough remote diagnostics. 1,3 following itcois,among others,however,are specifically excluded as support services under this section of this Maintenance and Support: (a) Suppoia for applying or installing upgrades and service packs, (b) Assistance with questions related to third party software,computer hardware,networking, and other similar items that are not provided by Aztecs, (c) Assistance with computer operating system questions not directly pertinent to the Covered Software or Program Modifications; (d) I.:kens=Data debugging andlor correcting: (c) Services necessitated as a result of any cause other than authorized ordinary and proper use by the Licensee of the Covered Software,including but not limited to neglect,abuse, unauthrrized modifications and/or unauthorized updates; (f) Consulting regarding customizations created to function with the Covered Software unless the customization is identified and listed as Covered Software in Addendum I; (g) Assistance with applications which are not part of a standard life cycle,such as preview, beta,or candidate releases;and (h) Questions such as configuration,irnplernentation and walk-throughs. 1.4 Support Periods are renewable unless terminated as provided in Section 3 below, The Maintenance Services consists of software and documentation updates and access to technical support via telephone,email, web-based(ssaswAistitvssods.cora)and after hours support as set forth in Section I of this Addendum. Standard License A Maintenamice Agreement Page 1 I of 14 ro,st ed 1 2.5 ' Page TimmoNs GROUP Exhibit'B page 131 of 135 •" • Asset Management So are, Implementation, and Support City of Richmond, IN 5. Technical support provided pursuant these maintenance provisions shall he performed in a professional and workmanlike manner. Azteca Systems will use commercially reasonable efforts to provide corrections to a technical issue or provide a workaround,but Aztecs Systems cannot guarantee that all technical issues can be fixed or resolved, 1,6. Authorized Callers Licensee may designate a limited number of authorized callers per software product listed in Adde i$um I. Licensee may replace Authorized Callers at any time by notifying Aztecs Systems Support services„ Authorized callers may be designated in this Addendum a2 or by email,Azteca may limit the total number afauthorized callers as may be reasonably necessary and may request an updated list of authorized callers. I.7. Citywurks Online Support and Customer Portal* Aztecs has created a self-help support website center for Authorized Callers to submit technical issues,chat with technical specialists,track technical support incidents through the`NlyCityworks'portal,and view technical articles,updated product documentation,Wogs, links to forums,and tecimology anoouncements. The support and care website can he found at Impillwwwinycity worls.corn. 2. PROCEDURES FOR ACCESSING SUPPORT: 21 All problem categories front routine,non-critical and critical that occur during normal business hours shall procedurally occur as follows: I)Licensee's system administration staff as first line of support,and then 2) Aztecs Systems staff as the second line of support Aztecs Systems will make all reasonable efforts to acknowledge all requests for support during normal business hours within 4 hours. 2,2, Prior to calling Azteca Systems for support services,the Licensee will first attempt to isolate any problems that occur within the Licensee's System,The Licensee will try to reduce the problem down to a specific software or system component flit is determined that the problem is The Cityworks Software component,Licensee will first try and resolve the problem without Azteca Systems'involvement. If Licensee cannot resolve the pm 1en or isolate the problem,Licensee may contact Aztecs Systems via telephone,chat,or self-service portal. In each case.Cityworks technical support will log the information and provide,an answer to the question,a resolution to the problem,or submit a verified bug to the development group, Any support request that is not quickly resolved will be assigned to a technical support representative„Phone calls and chat requests are accepted iring normal business hours as outlined on the Contact Support page of MyCitysvorks.com. Voicemails and requests submitted via the self-service portal outside of the posted business hours will be responded to on a first come,first served basis the next business day. 2.3. For critical problems that occur outside of Aztecs Systems'normal business hours(8 AM to 5 PM, Mountain Time)and cannot be isolated and resolved by the Licensee,Arteca Systems will provide an after- hours phone number or pager number that will forward the call to the currently assigned Aztecs Systems support representative.Azteca Systems will make all reasonable efforts to acknowledge and respond to the request for support for critical problems that occur outside of normal business hours within 4 hours of receipt of the call from a designed and authorized Licensee representative. Critical problems are defined as problems that cause several users to he unable to perform their duties, For routine and non-critical problems Licensee will submit support requests during normal business hours as outline in 2.2 above, 2,4, After a Technical Support Incident is logged,Azteca Systems will use commercially reasonable efforts to provide corrections to a technical issue or provide a work around. While it is Arteca's goat to provide an acceptable solution to technical issues,Azteca cannot guarantee that all technical issues can be fixed or resolved, 2„5, Azteca will use all reasonable efforts to utilize remote support-type services. However,in the event Licensee and Aztecs Systems agree it becomes necessary for Aztecs Systems to he on-site to provide support for the Covered Software,the parties by mutual negotiation,shall develop a separate agreement that will govern the terms and conditions for any on-site work or services, Standard LiCenSe Mainierranre Agreemeni Page 12 of 14 MI6 e'd * 126 1,-) age TIMMONS GROUP Exhibit'B'page 132 of 135 Asset Management Software, Implementation, and Support City of Richmond, IN 3, Cif AfitGESIFEES 3.1. License,Maintenance and Support Services herein are included in the payment of annual fees as set forth in Addendum it I,and shalt be paid by Licensee. The annual fee for each twelve(12)month period is set forth in Addendum 41,and shall he paid prior to the start Ibr each License and Maintenance Period unless otherwise specified. The annual fee for successive Terms/Periods(twelve-month periods)commencing upon the anniversary of the first maintenance period,shall become due prior to the end of the preceding paid-up Maintenance Period, 3.2, Upon sixty(61))days written notice.the fee for the License and Maintenance Periods listed in Addendum I subs,equent to year three(3)of the Maintenance Period,may he adjusted by Azteca Systems to reflect increases in costs of providing the services;provided,however,that the fee shall not increase by more than the CPI from the previous annual fee, Azteca Systems will notify Licensee(tithe new pricing no later than ninety(90)days prior to the annual renewal date of the year preceding the year for which such adjusted pricing applies. 33, Maintenance.Expiration. Azteca Systems will send Licensee a notice of expiration approximately sixty(60)days before the Maintenance term expires, If Azteca Systems does not receive a purchase order prior to the expiration date,Aztecs will send the notification to Licensee upon expiration of the Maintenance term. Azteca Systems will continue to provide technical support for an additional thirty(30)days,but Licensee will no longer receive Software updates released after the Maintenance term's expiration. If Licensee does not reinstate Maintenance within thirty(30)days of the expiration date,Licensee will no longer receive technical support, All other Maintenance benefits and Support services will end with the expiration of the Maintenance term, Reinstatenient Fee for Lapsed Maintenance, Azteca Systems will reinstate Maintenance if Licensee sends a purchase order or payment within thirty(30)days of the expiration date, If Licensee does not renew Maintenance within thirty(30)days of the expiration date but at a later date wants to reinstate Maintenance, Maintenance fees will include the Maintenance fees that Licensee would have paid since the expiration date. 4„ MIK:EANEMA' 4„I. Data Confidentiality Statement, Aztecs Systems will take reasonable measures to ensure that any Licensee data and/or csonfidential information provided to Azteca Systems is not inappropriately accessed or distributed to any third-party. Data provided to Azteca Systems by the Licensee may be loaded onto Azteca Systems servers or employee computers for the purpose of testing The City works Software,database structure, or database values,and related Brit)software to resolve database or software performance issues,software enhancements and software defects, At no time will the data he distributed to individuals or organizations who are not Aztecs Systerrr employees without first receiving written approval from Licensee„ If requested by the Licensee,and once the testing has been completed,Azteca Systems will delete all data provided by the Licensee„ 4.2. No Implied Waivers No failure or delay by Azteca Systems or Licensee in enforcing any right or remedy under this Agreement shall he construed as a waiver of any future or other exercise of such right or remedy by Azteca Syotems. Standat-d License tS, ilaintertomor Agreement Page 13 of 14 11476 cd, 127 1Page • TIMMONS GROUP Exhibit'B'page 133 of 135 Asset Management So are, Implementation, and Support City of Richmond, IN ADDENDUM#3 THIRD PARTY CONSULTANT/CONTRACTOR ACKNOWLEDGMENT If Licensee engages any Third Party Contractor and desires to grant access to or permission to use the licensed software,the access may be granted subject to the following terms conditions and provisions: I. Access and use of the Licensed Products by any third party is solely for Licensee's benefit; 2. The Third Party Contractor(or,if applicable,its employee)shall be considered,as applicable,the Authorized User for purposes of the applicable license type,and all use by such contractor shall be in accordance with the terms and conditions of the License and Maintenance Agreement; 3. Before accessing the Licensed Products,the Third Party Contractor agrees in writing that(a)the software shall be used solely in accordance with the terms of this Agreement and solely for Licensee's benefit an d(b)said contractor shall be liable to Azteca Systems for any breach by it of this Agreement; 4. Licensee hereby ages and acknowledges that Licensee will be liable for any and all actions or omissions of the Third Party Contractor with respect to the use of the Licensed Products,as if such actions or omissions were the Licensee's; 5. Upon expiration or termination of this License Agreement,the rights of usage to any Third Party Contractor shall immediately terminate; 6. Use of the Software by such Third Party Contractors on Licensee's behalf will he governed by the terms of this Agreeinent,and will require that Licensee purchase the appropriate license for each user utilized by such contractor; 7. Any breach of this Agreement by any Third Party Contractor(s)will be deemed to be a breach by Licensee; 8, Licensee will ensure that Third Party Contractor agrees to comply with and does comply with the terms of this Agreement on the same basis as the terms apply to Licensee;and 9. Any Third Party Contractor must sign a copy of this Addendum acknowledging that it has a copy of the License Agreement and agrees to the terms herein,further Licensee shall provide a signed copy of this Addendum for every Third Party contractor to which it has granted permission to access and/or use the licensed software; The rights grdnted under Third-Party Contractor Addendum,do not modify the license or increase the number of licenses granted under this Agreement. Third-Party Contractor acknowledges acceptance by signing below,and providing a copy to Azteca Systems at contracts(cycit\ orks.com. Third Party Contractor Name(Print) By: Authorized Signature Date: Standaid License(i Maintenance Agreement Page 14 of 14 10/l6ed .0,44^ 128 IPagt, TIMMONS GROUP Exhibit'B' page 134 of 135 Asset Management So are, Implementation, and Support City of Richmond, IN 129 ' Page TIMMONS GROUP Exhibit'B page 135 of 135 lull 1 111111111,41,1111 I 1,1114'lil),„14104141011,40,',111,11411111(ii !l'll'''l'''''''''''''''''!!!'!'!fll'lllllll'Illl,,11,,ll,r"lr'''''ll1111111111111111111111,:"L111111111111111111111111111111 y y , „gli11111101„1111A,),))4114)1111,p)V0011,(44,,0, 1 , 1111111111111111111111111111111111111111All111)1l9111LIllAllIllil,11,1m rprIOVr10)1,41,,0101,14 „1„11,11,11l1110,1,,„"„.! 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Cityworks AMS implementation Scope of Work ,, „,, City of Rictit'norrcl, Incilana 'w March 13, 2023 T I MMONS GROUP ,,,„,. ,,..„,.,,R l'lll,1","I, 11 i g V It,D 1'1H F4,4"..),u Yo;)rt V4StOlt4 A , 4 Contact: Lou Car•c i a Principle Cityworks 1001 Boulders Parkway . -Suite. 300 Richmond, h m ond,, VA.23 225 443,904.3897 Fa*' 804 560101611oL.s,carcagtIrinoi s.corr) i ?.„. ,,,./'„I',„'',1/d, HI,,,l1..,".„1„11 ((')t,, wW , W tirrirnc)ns(,:lis,corn City's Exhibit'(...-, '-'page"I of 32 Asset Management City of Richmond„ IN STATEMENT OF WORK (SOW) 1. Project Introduction The City of Richmond, Indiana (City) provides Wastewater, Stormwater, Public VVorks & Fleet services to its constituents. The City has embarked on implementation of a Asset Management/Computerized Maintenance Management System to improve the organization's overall performance. This project will involve the implementation of the Cityworks AMS product, The Solution is comprised of the Cityworks AMS software and the necessary professional services for successful implementation. Trimble will provide the Cityworks AMS software as well as (the Cityworks Online environment—TBD), Timmons Group will supply program management and implementation services for installation of the Cityworks AMS Solution for the City. The City and Timmons Group will implement the solution with a phased approach. Timmons Group has reviewed the project schedule, their planned resource levels and the resources requested of the City (at the specified knowledge and skill level) in this SOW and the attached Project Schedule, Timmons Group has allocated adequate time and resources within the Not to Exceed Price to provide all deliverables in accordance with the Project Schedule and to meet the Go-Live timeframe and the other commitments set forth in this Scope of Work (SOW), The definition of effort described in this SOW and the Project Schedule form the basis for the pricing of this project, Changes in scope to either or both that are requested by the City could result in cost changes, following the Change Control process outlined in this SOW. If Timmons Group fails to perform its obligations under this SOW in a mutually agreed upon time frame or to provide adequate resources to meet the completion dates set forth in the Project Schedule, resulting in a delay in the Project, Timmons Group shall provide the CITY with a written plan to resolve such failure and get the project back on schedule, Such written plan rriay include the addition of resources at Timmons Group's sole expense as necessary to remedy the delay prior to the next milestone, in no event will Timmons Group be entitled to a change in the Project Schedule for a delay that results from its failure to perform, provided, however, that the CITY may agree to an extension through the Change Control process to reflect changes in the Project Schedule beyond the Go-Live timeframe provided., If Timmons Group cannot provide any deliverable or perform any services in accordance with the Project Schedule as a result of the sole failure of the City to perform its obligations under this SOW in a timely manner, then Timmons Group may request any necessary extension of the Project Schedule and any additional costs incurred by Timmons Group as a result of the delay as set forth in the Agreement through the Change Control process. 2. Preliminary Project Plan This project will be serviced via Timmons Group resources located in Timmons Group corporate headquarters in Richmond, VA; as well as various other offices across the United States. The City is ready to begin implementation of the Cityworks Asset Management System (AMS) to organize, manage and track its enterprise assets with the following asset groups: 1. Wastewater (sanitary sewer)collection 2, Wastewater (sanitary sewer) treatment plants 3, Fleet 4. Solid Waste 5. Stormwater 6. Warehouse (Cityworks Storeroom) Successful implementation of the Cityworks AMS solution as a core technology for the City's Asset Management/Computerized Maintenance Management System requires a thorough understanding of all the individual processes and business intelligence applications embraced throughout the organization. By utilizing the Timmons Group phased implementation approach we will be able to design a solution capable of delivering the desired functional goals, while providing the returns-on-investment upon which the project has been justified and its successes will be measured, TOO TIMMONS GROUP City's Exhibit'C page 2 of 32 ospio Asset Management City of Richmond, IN The keys to project success are the proper utilization of available resources within the framework of a well-managed project plan that completely addresses each of the following processes: o INITIATION—project authorizations and expectations o PLANNING—project definitians„ objectives, deliverables, and analysis of alternatives EXECUT$ON—coordination of resources, quality control, delivery of products and services CONTROLLING—monitoring and measuring to identify variances and initiate corrective actions ° CLOSING—acceptance of project results and deliverables With our Project Manager serving as the hub of our team and the conduit of communications between our subject matter experts and the City's Core Team, we will utilize the following management tools in order to programmatically and proactively manage the project to a successful end. The following implementation and support functions will be addressed in the project plan with designations for each implementation/deployment phase recommended: 1. Phase 1: Project Initiation ▪ Project Management Plan • Project Kick-off 2. Phase 2: Cityworks Environment Prep & Installation • System Architecture Document 3. Phase 3: Cityworks Base Configuration • Domains and Administrators • GIS and Asset Configuration • GIS GAP Analysis • Employee/User Configuration • Materials and Storeroom Configuration • Equipment Configuration a Contractor/Vendor Configuration • Customer Account Configuration • Infrastructure/Hardware/Environment Configuration and Build, establishment of the environment 4. Phase 4: Work Management Workflow • Wastewater Department workflows (collection & treatment) • Stormwater Department workflows • Public Works workflows • Fleet Department workflows 5. Phase 5: Integrations • Design/Develop/Build/Deliver the following integrations to Cityworks AMS per functional requirement specifications veloped during the workshop phase of the project: • Esri ArcGIS—The Cityworks Esri ArcGIS integration is inherent functionality that is possible "out of the box" due to the system architecture of Cityworks. Timmons Group will review the existing Esri ArcGIS datamodel that is in use by the City and make recommendations for edits to this datamodel in Phases 2 and 3 on best practices for a Cityworks AMS deployment. • WinCan (CCTV) — Intent of this interface is to bring data from VVinCan about planned work (work, orders)so that they can be managed/tracked by Cityworks; to develop condition scoring data and write this data to the GIS and/or Cityworks. • Laserfiche (document management) Intent of this interface is to develop an interface between Cityworks and Laserfiche so that attachments (pictures, drawings, etc.) attached to a service request, work order or inspection will leverage the City's document management platform, Laseifiche, for storage, retrieval, etc. TOO No, TI MONS GROUP City's ExhittAt'C page 3 of 32 °°.,°°SPATIAL SOL UTI Asset Manage;i;;:ent City of Rich;;;;ond, IN • iFix (SCADA) —Intent of this interface is to develop an interface so that Cityworks can actively monitor the historian database created by iFix, Predefined thresholds will then trigger automatic activities within Cityworks such as preventive maintenance work orders, inspections, etc. 6. Phase 6: Custom Report & Dashboard Development • Reports anticipated consisting of: • "standard Cityworks reports" • Service Requests • Outstanding Service Requests • Work Orders • Outstanding Work Orders • Asset statistics • tn/out of service reports 7. Phase 7: User Acceptance Testing Timmins Group will work with the City to develop and administer a Testing and Acceptance Plan; the objectives shall remain consistent with the application functionality detailed in the SD&C Plan and Application Design Document, The Testing and Acceptance Plan will address the elements required to support the City's testing of the Cityworks software functionality and database configuration, security matrix, data migration plan, documentation of application performance issues/errors experienced during the testing, documentation of the resolutions to noted issues/errors, and certification and acceptance of the final deliverable database configuration and software functionality, • Test Plan • Test Cases 8. Phase 8: Training 9. Phase 9: Go-Live 10. Phase 10: Post Go-Live Support 3. Approach to Project Management The Timmons Group project manager will be responsible for: • Facilitating meetings between the Timmons Group team and City project stakeholders; • Preparing for, and conducting, all meetings; • Reporting risks and impediments to the team as issues arise and maintaining a risk registry on our web-based project portal; • Maintaining the project work plan and project schedule; • Managing change; and • Monitoring and reporting project performance, 4. Attachment A - Project Management Plan (PMP) The PMP integrates and consolidates all the subsidiary management plans from the planning process, including: • Scope management pi-in (including the change • Human resource plan management process) • Communications management plan • Schedule management plan • Risk management plan • Cost management plan • Procurement management plan • Quality management plan Mutually agreed-upon project baselines will be established for schedule, cost and scope, These baselines will be combined into a performance measurement baseline against which integrated performance will be measured throughout project execution. Timmons Group will develop PROJECT MANAGEMENT PLAN (PMP) outlining the tasks, schedule, deliverables/milestones, communication plan and the associated resources (internal/external) necessary for the project to be successful. TOO TIMMONS GROUP City's Exhibit°C'page 4 of 32 (,[ Asset Management City of Richmond, IN 5. Project Tracking and Reporting Timmons Group will maintain procedures throughout the project for tracking and reporting progress, Timmons Group will establish a dedicated, secure online project portal that provides centralized, on-demand access to project documents and status, The City of Richmond wilt be able to download any files within this portal at their convenience. Our approach to project management is very "bar, and will support constant communication to minimize, project risk, remove impediments to progress, and to ensure that we are delivering the best possible solution. Standard project management documents that will be posted to the project portal include: status reports (MS Word), current and past versions of the project work plan (SmartSheet), key project decision log, risk register and a task/action item log. Biweekly we will provide the City with a project status report that documents the activities performed during the previous period. At a minimum the report shall address the following: • Status of all tasks WAS... r....onef.., wow= cm... MAWS MOAK WA. ry Deliverable status ASMON115 Orr.Os MOS * '111111.11111.1111 A5H: 0 Configuration status Forecasted Deliverable status i 65) for the next reporting period ;, OvervIew • Resource status for the project, including staff utilization • Schedule status for the project including task status, milestones completed, phases completed, schedule trends and schedule summary • Comparison of actual percent complete versus scheduled for the work breakdown structure • Issues, risks and resource constraints which are affecting or could affect progress including 0 proposed or actual resolution • Proposed changes to the project 0 work plan, reasons for the changes, and approval/disapproval determination for any proposed changes • Updated detailed project work plan with approved changes highlighted • Key decisions (technical and administrative); • Open action items; • Schedule update; • Financial update; and • Project performance measurements. 6. Questions and Issue Tracking Timmons Group recognizes that communication between the City and our project team must follow a standard flow, if the project is to succeed. We will assume the primary role of controlling communication between our project team members as well as City employees. Should issues arise during the course of the project, we will fog and track issues and key decisions (administrative and technical), questions, and action items in order to ensure that the decisions made during the communications are appropriate and that all resolutions are documented. The project tracking log will be maintained on the project portal. 7. Roles and Responsibilities Project Title: City of Richmond Cityworks AMS implementation Client: City of Richmond, Indiana (City) TOO. TIMMONS GROUP City's Exhibit'C page 5 of 32 c0PAT IA. SOLL.JT IONS Asset Management City of Richmond, IN M Contract/Program ichael Timmons Group , Project 804A33,2994 Michael.edwards©timmons,com Oversight/Client Edwards Director Management Ron Principal in 804- 200 Butcher - T Charge 6971 immons Group Ron.butcher&immons.com Program Oversight DailyANeekly Contact, Project Will Project 804-433- Communication, Timmons Group Wilt ding us©timmons,com Dingus Manager 2988 cope,S Schedule, and Budget Management Cityworks Senior Technical leadership Solutions Mark for Asset 'Timmons Group Architect 804,310.1676 Mark.Harmon@timmons.com Harmon and Management Software Implementation Engineer Ryan o AMSnalystAsset Management Timmons Group A 540.834.3560 Ryan,torinotimons,com TorinEngineer Daily/Weekly TBD City Project TBD C:ohtact, Project xxx-xxx-xxxx Manager Communication, Project Management Sr. Project TBD City Xxx-xxx-xxxx 'TBD Project Oversight Stakeholder TBD City Xxx-xxx-xxxx TBD Project Sponsor The responsibilities of Timmons Group's communication plan are to ensure that the project objectives are clearly articulated and met, that tasks are completed on schedule, issues are identified and promptly resolved, and that project status is continuously communicated to the City's core team. The communication plan addresses the primary aspects of project communication, including. lo What is being communicated le To whom it is to he communicated 0, How it is to be communicated (e,g, In-person, e-maii, call, etc.) le When it is to he communicated Timmons Group will employ a proactive approach to project communication, consisting of the components more fully defined below, to ensure the proper and efficient utilization of resources and the timely delivery of products and services within the framework of the project Scope of Work, 8. Scope Management an Understanding that issues will arise during the project that may require changes to the agreed-en scope of work, a proactive method of identification and management of these issues must be used. -Timmons Group uses a Change Control Process that is illustrated in the following process flow diagram: Final project costs are established through this TOC Tim GROUP City's Exhibit'C'page 6 of 32 GtospArrAi UTIONS Asset Manage1H,,,h it City of Rchmonil, IN Scope of Work—one that est ishes what products and services will be delivered as well as those that ill nat be provided as part of the established fee. Once these elements have been addressed, cost control becomes a multi- tiered effort involving effective project management, dear communication among stakeholders (especially the Project Managers), schedule management, and quality control. To protect both parties, client and consultant, a Change Control Process must be developed and adhered to throughout all phases of the project. ifli ofi 01.4 et!I 7 PI trttt(11 tt IfdP tytt ttt,iu),(tSt t MPont io t cltV111,01. 110 PTA ougue ar t VOtt ittt t,IiIIII° V, Pt,I:S YES Pr oc eed me), P ,,061 n o r[09 PM 51' tuv v CCN p,ppl epart t C o s 11,4'etle I NO requoved Yes-- 0 P. t et I teat tt S No Any modifications or deviations from the agreed-on Scope of Work, including system functionality, service delivery, technical documentation, or project schedule or budget will be subject to CHANGE CONTROL procedures: Any project team member may initiate a CHANGE RE UEST whenever there is a perceived need for a change that will affect the desired or anticipated outcome of the work or any element of the project, The project team member should use a CHANGE CONTROL NOTICE(CGNJ form as appropriate for the change: 1. Agreement to a CHANGE REQUEST signifies agreement to a change in overall costs, functionality, time scales, or other identified project impact. 2, Changes will be identified and communicated by Ito the respective Project Managers by any of the prescribed communication channels, CHANGE REQUESTS may he introduced via verbal conversation or other form of communication but must be supported by the appropriate CCN document. 3. All CCNs will be signed by both the Timmons Group and The City Project Managers to indicate acceptance of the changes. 4. All project participants should understand that time is of the essence when initiating, reviewing, negotiating, and approving CHANGE REP,JESTS, as any delays to work in progress caused by a CCN may impact the overall project schedule. A complete library of CCN dociiments will be developed and archived for team reference as the project progresses, Schedule Management Plan Timmons Group utilizes Microsoft Project and/or Smartsheet to track all tasks, milestones and dependencies of our enterprise asset management projects. The change control process is the same as the process outlined in Scope Management Plan. The schedule is reviewed at project progress meetings and any changes are agreed upon by the project team,(which includes City stakeholders). TOO TIMMONS GROUP City's Exhibit°C°page'7 of 32 Asset Management City of Richmond, IN Risk Management Risk Management is managed via project progress meeting and communicated via a shared document that identifies the risk with color codes that the defines level of risks based on a set of criteria approved by the City and Timmons Group, and specifies a mitigation strategy, The Risk Register is included within the project progress report that will be provided to the City's Project Manager at the time of monthly invoicing or sooner as needed, Risk Register: Sample Timmons Group Risk Register. N.Risk management status: Potew,,,i,"al Risk Priori Control Measures Status .1.. Group 1 Confi.:; ration Timmons has placed work hi process plan for resource dedication into action for reaching/sustaining project schedule 2 Group 1 data Timmons has placed work In process conversi pLan far resource dedication into action for reaching/sustaining project schedule 3 Group 1 reports TiMITIOIIS has placed work In process Plan for resource dedication into action for reaching/sustaining project schedule 4 811 Data Import Tool 0,11;.,T.'lltitilt? Timmons has placed work In process plan for resource dedication into action for reaching/sustaining project ' !,•:':,,,I,10411414 schedule 5 Training Week of Oct.16&Oct.23-, In process needs confirmation by Metro 6 Group 1 Go live Items 1-5 must occur by due In process date to meet this date. Timmons PM&Metro PM to work to make sure these items occur as necessary 7 Group 2 configuration LOE for group 2 is low 9. Quality Management Timmons Group utilizes two strategies to ensure quality and acceptance of our deliverables. The processes are as follows: Quality Assurance Plan: Quality Control on a Timmons Group Cityworks implementation project is on-going throughout the life of the project. In addition to formal items such as a Project Management Plan, Testing Plan and an Acceptance Plan and Acceptance Certification, we employ several quality control measures throughout the life of the project, We have assigned a Project Director to this project, In thUs role the Project Director will act as the Senior Technical Reviewer for all project deliverables, Specific quality control procedures include internal review meeting between the Project Director and the project team as well as a formal change control process to deal with project changes„ Timmons Group has clear and defined roles for the Quality Control responsibilities of all staff members, Because all staff levels of the project team are involved in delivering quality service to our clients., each employee is given the necessary training and orientation to perform a specific task. Prior to being assigned to a specific Quality Control responsibility, staff members must meet minimum qualifications and must be approved by the Principal in Charge. Timmons Group has an established program for project Quality Control that is incorporated into our contract management process. Our primary means of building quality into every phase of each project is through the use of assigned senior technical reviewers (STR) and periodic QA reviews at the program level. Our reputation is built on the execution of existing work and products., .„, TOC % TIMMONS GROUP City's Exhibit'C page 8 of 32 Asset Management Ci,tyofRichmond, IN Timmons Group has anexceHent,1nack record of providing high-quality servicestopubUoagenckaa. asdemonstratedby our strong past performance ratings. During each gate check, whether internal or client guided, the project technical lead (Will DingUS) Will review the Cityworks implementation using the Syuten Design and Configuration plan as the base line for the systern implementation before delivery of any project deUverable. Defiverabie Made to Chera YES Technical Lead QA ftn&ngs Did QA Pass QA Gate Check 0 Perform + ftivered to Project validation Assessment Manager NO ImplementaTion Engineer Pffforrns v Updates based o` � | uwnndings � A�ceptanceProcedures: Qertain project dehverablesandmibastoneswU| besubiecttoaprocesnofnoviewandaoceptance. ThepnzcenowiU involve the Project Managers from both the City and Timmons Group signing o User Acceptance document to indicate that products and services were delivered in accordance with the Project Plan. AfuUy executed User Acceptance document shall serve as authorization for Timmons Group to continue on to subsequent project tasks. Failure on the City's part to complete milestone acceptance within 10 business days or,a rnutuaHy agreed upon tiniefrarne may CaUSe de/aysininiMadonofoubsegueottasks. The process for docurnentation deliverables is detailed in the following workfllow� 1) TIrnmono Group will submit a Preliminary Draft of the project deliverable which will consist of a basic douumen1 template or outline for the City'n Review. 2) The City will review and provide acceptance of the P,ehminmry Draft for-mat within a mutually agreeable tnoeframe . If the City is unable to meet the mutually agreeable t(meframe dead|ine, e revised mutually agreed upon time frame will be established by the Timmons Group Project Manager and the City'o Project Manager shall beincluded in the development of this revised tirnehame.. 3) Tinirnons Group will deliver the draft deliverable by the scheduled due date. 4) The City will review thedeU/veneb|e and provide feedback, S) Tinnmmna Group will delver the final version for the City'mformal acceptance. In sor-ne cases, where appropriate, the dOCUrnent deliverable will be updated throughout project and redelivered prior to Go-Live, 10. Communication Management Themaspons|bi|idesofTimmonsGroup'scommunioadonp|onanetoensurcthatthepoojectobjectivesareo|ear(y articulated and rneL that tasks are cornpYe1edon schedule, issues are identified and promptly resolved, and that project status is continuously communicated to the City's COFe team, The cornmunicafion plan addresses the primary aspects mf project communication, induding� HUI What is being commumicated * Toxvhomitistobecommunicated * How his to be communicated (cO, [n'peroon, e-moii oaU. etc,) AM TIMPYONS GROUP ci,r'o exmuu'n'vegoyn,n2 Asset Management City of Richmond, IN IN When itiatobeoomrnuniomted Timmons Group will employ a proactive approach to project cornmunication, consisting of the components more fully defined below, to ensure the proper and efficient utilization of resources and the timely delivery of prodL]Cts, and services within the framework of the project Scope ofWork. Bi-Weekly Status Call arid Minutes Timmons Group's Project Manager will prepare an agenda for and conduct a bi- weekly status call related to the specific work-in-progress of the projectteam. TheProject Manager shall record and report via meeting notes the reau{ts and action items required Bi-Weekly Status Calls can be regularly scheduled, Monthly Status Reports—Tinnnnwns Group'a Project Manager will prepare monthly otatos reports using the template presented on the following page, Every other (roughly) bi-weekly Status report shall bu delivered tn the City'n core team. Bi-weekly status reports will also be archived online for addiboma|, on-demand access. Monthly Status Reports are due within the fourth fuN vvemh of the mooth, prior to the bi-weekly status call, Ad-Hoc Meetings —As is required thrOUghout the duration of the project, additional meetings may be called by either, Project Manager to address personnel, scheduling, technical, mr other project <ssues, These rneedngswill typically be held via teleconference, Project teammemberam/i|lparticipate (ntheeenoaedngsasneceosary, ThmTimmonsGroup Project Manager will docurnent the meetings and distribute a Summary to all pr jeotteammembernviaemai|, The dates for project calls, meeting and reportam/i\l also be maintained on the project calender, which will be available online for easy, un-dennandaccess, 11. Business Process Change Management The failure to adequately train and Support new users is often a cause for immediate and perrnanent resistance to the adoption of the system, Incorporating astrong training and coach/rrg program /san effective change management too/and appropriate budget allww.edunanhou|dbemadeandadheredtothroughoutthemyutaminnplennentationand adoption /ihacyc|eo. In addition, The City would be well-served by identifying and empowering staff responsible for the daily operations and administration of the system, This individual (or individuals) should have a broad understanding of the varied services each department provides, the technique in which services are delivered, and the manner of how Cityworks solution SLIPPOrtS the delivery of each service. The responsibilities will also include the coordination ofVarious suppor1meohanismsavaMab|etoeachendusorforthoaoaistancefurewpandinQtheuser'eknovv|edgeofnotjmatthnir role within the asset management program, but also in a broader context of the overall importance of the enterprise work management program tothe oTganization, Timmons Group will lead a series ofWorkshops. "These workshops will be preceded bye review of all pertinent materials by Timmons Group resources, ThepurpoSeof1hevvorkshopsvvil| betovaYidaLethe (orony) documentationppovidedby the City, After validating and documenti-ig the existing processes, "Firnmons Group Will seek to edit/change these existing `^orh0omo and processes to� 1) Leverage Cityvvorhstechnology 2) Leverage asset management and industry best practices 3) Hold workflows and processes to the Current wherever possible and feasible These workshops are designed to establish and anoesa the Business Reqoirementu, User Requirements. and Functional Requirements that must be considered when developing the Software Design and COnfig U ratio n Plan (SD&C) as well as to design the Cityworks configuration and database necessary for implerrientatiorl, the integrations and data conversion, Fmrthe first 30 minutes of the workshop our implementation team will conduct a brief software knowledge transfer session, The session will give the workshop attendees an opportunity to review and understand the software, potential impacts and changes in their daily business processes, and the pUrpose of adopting the new tools. During the workshops, our iff)plementation team will analyze the various technological, operational, and organizational elements Of the City's business, This Will be an essential procedure in order to ensure the planned Cityworks imp|emenbsbonand expected system interfaces are capable of delivering the feature-rich data needed to support the. numerouocomplex operations and maintenance activities undertaken by the various departrrients. We understand that the City has already docunnentedaumeof Your workflows and that Our effort will concentrate arOUnd ensuring Cityworks is utilized to its full TOC TIMMONS GROUP city'x Exhibit'{rpage 10orJo Asset Management City 0f Richmond, IN potential and that we consider/review with the City's potential workflow edits as well as to document for the first brneother workflows, to accomplish this. In suppnrlofthese efforts, mur implementation team xvN|analyze with each Functional Group the following critical e|ements- ° Business Drivers --Tlie core function5 that will benefit frorn the irnpkmen[ation of the Cityworks solution. These may include inventory, custom billing, tinne tracking, engineering planning and design, constrLlCti011 inspection and administration, operations and maintenanoe. inapootiuna, regulatory compliance, customer semice, disaster preparedness and eimerQeocy nenponne, executive decision processes, etc, ° Workflows—Current depart]"nental/Functional Group (internal and external) business processes and workflows that will either,contribute to, or be replaced by. the planned Cityvvorks implementation, Key wurkMowuthat should be analyzed ino|ude, but are riot limited to, inventory/date capture and maintenance, data distribution, data consumption, aystenn planning and analysis, customer inquiry, reporting, etc, ° Systems and Applications — Information technology and process aLltornation tools currently deployed and maintained by the Chx or Functional Group should be investigated and analyzed in terms of their ability to support the increased network traffic, data loads, and application maintenance requirements introduced by tile pXonnedCityworko program, AddidonaUy, existing business applications such as network mode|img, mobile computing, custorner relationship managernent, etc., Should be investigated to determine the best manner by which to integrate with the planned Cilyvvor&ssymtem ° Data— Existing data sets (spatial and tabular) and reports rnaintained for the purpose of supporting ttie daily operation and maintenance ufthe departments and their associated processes mo9tbe inventoried arid analyzed for the purpose of supporting the development of any required data convei-sion/niigratiori/development plans, ° Best Practices Established asset management best practices, as they relate to the City or Functional Group's current operational noandates, contrasted with where the various departments currently fall within tile spectrum, should be established and benchrriarked for the purpose of establishing the required system irriplernentation path needed to guide the City to its ultimate Cityworks deployment and adoption goals and objectives, These core elements will provide Our implementation team and the City with an understanding of the needs and challenges the departments will face as they move to implernent Cityworks. 'The initial business process analysis provides our implementation tearn with a detailed look into the everyday processes marshaled by City staff. A primary objective of this teah is for our implementation team to review and understand how the City conducts business and manages its assets. The ultimate goal is to provide knowledge to support and enable our irriplementation team to properly address the technological inripacts of the sy,4em deployment and City in order to understand the technological impacts and the non- technological irnpacts velated to business processes and workfiows, 12. Organizational Change Management Within our processes Timmons Group will analyze the existing staff assigned to manage and utilize CitywodksServer AK4S and corresponding work8oms and business processes. VVo utilize the. approach outlined below: 1.C|amrk/ define the change and align it to business goals. During the workshops outlined within our scope ofservices 1"imnoons Group will lead the City through this part ofthe change management process. VVe will seek to understand yourbusinesagoals, business nuheo and merge these into Your"to-be"workflow-9 that will be our guide for the configi.iration of Cityworks. This step can also assist The City in determining the value of the change, which will quantify the effort arid inputs that will beinvested. Key questions: ~ What doxve need tochange? ~Why ia this change re(Juired? 2. Detenmine impacts and those affected. Once we know exactly what Ti'ie City wishes/needs to achieve and why, we will seek to understand the impacts ofthe change at various organizational levels, We will review the effect on each business Unit/functional gr'0L1l:) and how it cascades throughthe organizational structure to the individual. This informationvvi|| start.toformthe blueprint for our training plan, so that we can mitigate the impacts of the proposed changes, TOC TIMMONS GROUP Cit''n Exxibu'c page 11 orsz Asset l'"'i!,,,,lanagennent City of Key questions: • What are the impacts of the change'? • Who will the change affect the most'? • How will the change be received? 3. Develop a co:.,!i!,ununication strategy. Timmons Group will communicate the proposed changes via a review of the proposed workflows via a MS Visio diagram that will be reviewed with the appropriate stakeholders. Key questions: • How will the change be communicated'? • How will feedback be managed? 4. Provide effective training. With the change message out in the open, it will become important that the Cityworks implementation team communicate to the end users that they will receive training, structured or informal, to teach the skills and knowledge required to operate efficiently as the change is rolled out, This will form the basis for the development of our Training Plan. Key questions: • What behaviors and skills are required to achieve business results'? •What training delivery methods will be most effective? 5. Implement a support structure. Providing a support structure is essential to assist employees to emotionally and practically adjust to the change and to build proficiency of behaviors and technical skills needed to achieve the desired business results, To help employees adjust to changes to how a role is performed, we highly recommend that all roles receive representation in the initial workshops. Key questions: • Where is support most required? • What types of support will be most effective? 6. Measure the change process. Throughout the change management process, a structure will be put in place to measure the business impact of the changes and ensure that caw tinued reinforcement opportunities exist to build proficiencies. This will be done via the delivery of the existing workflows as well as the delivery of the proposed workflows and a review of the proposed workflows with stakeholders. Key questions. • Did the change assist in achieving business goals'? • Was the change management process successful? 13. Implementation Plan Our proposed scope of services will see Cityworks Server AMS implemented with the following: 1. Wastewater department (collection &treatment) 2. Fleet 3. Landfill 4,, Solid Waste (collections) 5. StormwatertEngineering (MS4, in particular) The implementation and training will consist of Transition Management from current system(s),, Asset Lifecycle Management, Work Orders, Service Requests, Inspections, Parts/Supplies Inventory, Preventive Maintenance Scheduling, Noted Integrations, Report Writing, Esri ArcGIS integration, mobile deployment and System Testing: TOO TIMMONS GROUP City's Exhibit'C page 12 of 32 (sH)s Pik:r A s o s Asset Management City of Richmond, IN The tasks detailed below are designed to meet the full requirements of the City from the perspective of providing the required professional services to meet the full requirements of the City. This approach utilizes the methodology detailed within the 25 Tasks to deliver a system configured to The City approved business process and workflows, 14. Project Phases and Tasks Phase 1: Project Initiation Phase 1, Task 1: Project Management Timmons Group will provide the initial Project Management Plan (PMP) document and will soon begin initial data gathering to prepare for the kickoff meeting. We will also hold a webinar meeting with the City's Project Manager and IT/GIS staff to discuss the proposed solutions we will be implementing and their impacts to your existing computing environment. This "primes the pAmp" for the kickoff meeting and configuration workshops and ensures there will be no IT/GIS related bottlenecks relata, to hardware or software purchases. Our project manager will employ a variety of controls and management tools designed to successfully complete this project in a timely manner while keeping the City informed of our progress throughout the duration of the project. The scope of this project will require our team to work with many different City staff members on a number of project tasks. Task 1 will remain active throughout all phases of the project. Task 1: City Responsibilities: • City will review the Project Management Plan and ensure it meets requirements(2FTE hours). • City's project manager can assume a need of 4-8 hours per week during project duration • Key personnel for each functional group can assume a need for 2 hours for project management plan review and 2 hours per week during project duration for communication, status meetings, etc. Task 1: Timmons Gr9up Responsibilities and Deliverables: • The Timmons Group Project Manager will draft and deliver a Project Management Plan(PMP) for an initial review by the City's Project Manager and key staff, as deemed appropriate. The draft plan will be provided in advance of the project kickoff meeting. The project management plan is a dynamic(living)document that will be managed over the life of the project. • Bi-weekly Project Status Reports • A project collaboration portal will be setup for the duration of the project and for support after Go-live, Task 1.1: Assumptions: • Timmons Group will provide deliverables according to the project schedule, • City will review all documentation i within 10 business days or a mutually agreed upon time frame. Task 1.2: Estimated Timeframe: • Project Management activities will occur throughout the duration of the project Phase 1, Task 2: Project Kickoff Meeting Project team members and participating City Functional Group staff will participate in a Project Kickoff Meeting to be held for the purpose of introducing the project participants, to establish the roles and responsibilities of all Project Participants, validate the City's goals and objectives, establish the lines of communication to be employed throughout the duration of the project, and to answer any questions the City's staff may have. The kickoff meeting shall be 2 (two) hours in duration. Task 4 will take place after Task 2 arid 3 have been completed. Task 2: City's Responsibility: • City's project manager assistance in scheduling pre-kickoff&kickoff meeting. (4 FTE hours) • City's Information System stakeholder attendance/participation in pre-kickoff meeting. (4 FTE hours each attendee). • City's key stakeholder attendance/participation in kickoff meeting(4 HE hours each attendee). Task 2: Timmons Group Responsibilities and Deliverables TOO TIMMONS GROUP City's Exhibit'C'page 13 of 32 r,i usiv, ',01 ,111(,1i , Asset Manages ent City of Richmond, IN • Project presentation and meeting minutes, Task 2.1: Assumptions: • City will provide a conference room appropriately sized for the number of participants. Task 2.2: Estimated Timeframe: • Project Kick-off meeting should occur approximately 4 weeks after the project has been initiated Phase 1 Exit Criteria • Bi-weekly Project Status Reports • A project collaboration portal ill be setup for the duration of the project and for support after Go-live • Project Management Plan • Project Kick-off presentation & meeting minutes Phase 2: Cityworks Environment Preparation & Installation Phase 2, Task 3: Implementation Planning The goal of this task and its subtasks is to develop the IT System Architecture components of the System Design and Configuration (SD&C) Plan that consolidates the gathered existing IT system architecture data with requirements, and interface requirements that will be identified and modeled during the "Discovery" portion (Phase zt) of the project. Task 3:City's Responsibility: • City's project manager assistance in scheduling necessary kickoff meetings. (4 FTE hours) • City's Information System stakeholder attendance/participation meeting. (4 FTE hours each attendee). Task 3: Timmons Group Responsibilities and Deliverables: • IT System Architecture document. Task 3.1; Assumptions: • City will provide the necessary information for connections to the environment. Task 3.3: Estimated Timeframe: • environment should be available approximately 4 weeks after the project has been initiated Phase 2, Task 4: IT System Review Our implementation team will meet with the City's project management team and IT/GIS staff to discuss hardware and environment requirements for the Cityworks implementation to include Cityworks Desktop, Respond and Mobile app. During this meeting, various system architectures arid minimum requirements will be explored to ensure a stable implementation for the City. The goal is to ensure the environment is in place arid that all related system and security policies are understood prior to initial software configuration. The implementation team will document the Core System Design Plan components required to support the Cityworks implementation, The Core System Design Plan is developed in preparation for the configuration and implementation of Cityworks. This plan will include the following: • Network Requirements • Hardware Requirements • Peripheral Requirements • Software Applications • Internal Security • DMZ • Access to externalized data • Mobile device requirements TOC TIMMONS GROUP City's Exhibit'C'page'14 of 32 Asset Management City of Richmond, IN Task 4: City Responsibilities: • City project manager assistance in scheduling IT review meeting. (1 FTE hour) • City Information System stakeholder attendance/participation in meeting. (2 FTE hours each attendee). Task 4: Timmons Group Responsibilities and Deliverables: • Webinar to discuss impacts to current computing environment, • Core System Plan for Hardware, Software, and network configuration specifications for Cityworks in an environment Task 4.1: Assumptions: • City will review and comment on all documentation within 10 business days or a mutually agreed upon timeframe • Timmons Group will not be performing a network analysis Task 4.2: Estimated Timeframe: • IT Review meeting and task deliverable are estimated to take 2-3 weeks to complete depending on City availability Phase 2, Task 5: Configuration Document Meeting The implementation team will meet with the City's Project Manager and key functional group stakeholders to review the contents of the Cityworks Configuration Document, The Cityworks Configuration Document is a collection of spreadsheets related to information required for population of the Cityworks system. With our implementation team's assistance, the City will provide data to populate associated configuration spreadsheets prior to the Configuration Workshops. Any information the City can deliver prior to the workshops will be used by the implementation team to design, configure and implement the initial Cityworks configuration. The Cityworks Configuration Document contains eleven main configuration categories. Each is identified below and will be discussed in detail during the Configuration Document Meeting: O Domain Security —a security structure and method of organization. The rest of the manual builds on this section; it should he done first. • Employee Hierarchy A list of all employees with login and domain information. • Work Orders— Lists of all the primary activities each department handles. • Tasks— Lists of all the tasks associated with the work orders. • Materials Hierarchy--A list and organizational method for your work order materials. • Equipment Hierarchy—A list and organizational method for your work order equipment. • Service Requests — Details about all the service requests or calls that may come in. • Project Hierarchy—Define any ongoing municipal and capital improvement projects. • Contractors List— Details about contractors used for work activities. O Inspections—A list of inspections completed against assets along with the information captured during the inspection. e Storeroom Configuration — Details concerning the storeroom names, stock on hand and security. Timmons Group Technical Lead, will work closely with the City's Project Manager to ensure that the City understands the configuration documentation and data to be gathered. Our configuration team will take information provided by the City along with the Esri geodatabase and configure the Cityworks"sandbox" installation that will he used during the kickoff meeting and configuration workshops. Task 5: City Responsibility: • Configuration Document Review Meeting, (2 FTE Hours per participant) • Review and provide data. (4-8 FTE Hows Per Functional Group) Task 5.2: Deliverables: • Configuration document with spreadsheets initially filled out from data supplied by the City. Task 5.3: Assumptions: • City will provide data as identified in the Configuration Document and supporting spreadsheets, • City will provide to Timmons Group an updated geodatabase of all assets covered within the scope of this project. .40066, -roc TIMMONS GOUP City's Exhibit'C'page 15 of 32 ci)s (pi,] Asset Management City of Richmond, IN Task 5: Estimated Timeframe: • Configuration Document completion is estimated to take 4-6 weeks to complete Phase 2, Task 6: Install Cityworks Server Timmons Group will install the core Cityworks software in the City's development environment located The intent of this installation is to meet the initial Cityworks implementation requirements which include initial system configuration and configuration customization. We will work directly with the City's Project Manager to verify that all core system components are installed and appropriately configured. Our implementation team will facilitate Cityworks software installation, set-up, and initial configuration. The purpose of installing this sotware at an early stage in the project is two-fold: It establishes the core system that will later be configured and tested and is the ideal platform for familiarizing City staff with the software as a sandbox for your use. This server will be linked with a copy of the City's Esri GIS geodatabase. Timmons Group will generate an Installation Certification for the City to sign off signifying this installation has occurred and is functioning within the City's development environment located on the off-sate hosted environment. Task 6: City Responsibility: • Provide a copy of the City's Esri geodatabase • City's GIS resource (2 FTE hours) Task 6.1: Timmons Group Responsibilities and Deliverables: • The core Cityworks Server AMS software installed on the City's development environment on • Installation Certification for City signoff of successful installation of Cityworks software(not full configuration). Task 6,2: Assumptions: • The City will have a development environment to install Cityworks within, Task 6.3: Estimated Timeframe: • The initial installation of Cityworks is estimated to require 2-3 weeks once the City's GIS data is received Phase 2 Exit Criteria • System Architecture Documaht 0 IT System Architecture • Webinar to discuss impacts to current computing environment. • Core System Plan for Hardware, Software, and network configuration specifications for Cityworks in • Configuration document with spreadsheets initially filled out with form data supplied by the City. • The core Cityworks Server AMS software installed on the City's development environment • Installation Certification for City signoff of successful installation of Cityworks software (not full configuration). Phase 3: Cityworks Base Configuration Phase 3, Task 7: Initial System Design and Configuration (SD&C) Plan Once all required information regarding the current work order management, service request, and inspection processes are collected and organized, our implementation team will work together to analyze and document the current status of the primary components of the business process. Specifically, these components will be analyzed: • Current IT Systems and Applications—This includes relevant computer, network, mobile device requirements and peripheral infrastructure that the Cityworks system would utilize. This also includes any existing software applications that the new system might need information from, or need to provide information to (e.g., financial, assessment, codes) and security requirements. • Current Data Sets— Focus on data and best practices for Cityworks. Specifically, this would include the work order, service request, and inspection documentation and data. The Esri geodatabase that will be mapped to Cityworks we expect R iited if any, modification will be necessary. We understand that only the wastewater collection assets are ii the current GIS. Our analysis will of the remaining datasets needed (Fleet, wastewater treatment plants, stormwater& solid waste)will provide the following: .e0.440 TOG TIMMONS GROUP City's Exhibit'C'page 16 of 32 i)i101.1 Asset anagement City of Richmond, IN Technical recommendations of how this data can be collected and brought into the City's GIS 2. A proposal to Richmond for Timmons Groups to develop these data sets detailing recommended data model, scope of services, schedule and costs Our implementation team will develop an initial SD&C Plan based upon industry and Cityworks best practices and puts forth the recommended, or "to-be" (future state), workflows of the new Cityworks system, The resulting initial Software Design and Configuration (SD&C) plan will be the "floor plan" for the configuration of the Cityworks system, Task 7: City Responsibility: • Review of draft Initial SD&C. (4-8 FTE Hours Per project team member) Task 7: Timmons Group Responsibilities and Deliverables: • Initial SD&C Plan drafts • Required GIS data development services Task 7.1: Assumptions: • City will review all documentation within 10 business days or a mutually agreed upon time frame. Task 7.2: Estimated Timeframe: • The initial SD&C plan will require approximately 8-12 weeks to complete. Phase 3, Task 8, GIS System Review Our implementation team will meet with the City's project management team and GIS staff to discuss the Esri GIS requirements for the Cityworks implementation, During this meeting, minimum GIS requirements will be explored to ensure a stable implementation of Cityworks for the City, The goal is to ensure the GIS is in place and that all related system and security policies are understood prior to initial software configuration, In addition, the GIS Model will require review and possible modification by the City. Our implementation team will work with the City to identify any shortcomings with the existing City's GIS data, data model and Esri licensing. It will be the responsibility of the City to meet and address all identified shortcomings. Task 8: City Responsibilities: • City 's project manager assistance in scheduling GIS review meeting. (1 FTE hour) • City's GIS stakeholder attendance/participation in meeting. (2 FTE hours each attendee). Task 8: Timmons Group Responsibilities and Deliverables: • Core System Technical Memo for GIS Task 8.1: Assumptions: • City will review and comment on all documentation within 10 business days or a mutually agreed upon time frame. Task 8.2: Estimated Timeframe: • GIS Review meeting and task deliverable are estimated to take 2-3 weeks to complete depending on City availability Phase 3, Task 9: Initial Cityworks AMS Configuration The responsibility of this task is for Timmons Group to configure Cityworks based on the initial SD&C Plan and deploy in the City's Test environment (within the off-site hosted environment) for review prior to Phase 4, The implementation team will take the information gathered and documented and configure the Cityworks database, The initial configuration of Cityworks will be based on the Cityworks Configuration Document and the Initial SD&C Plan developed in Phase 3, This initial configuration will include the configuration for Cityworks Desktop, Respond and Mobile app. Services for this task will include, but are riot limited to • Work order or request types . System Administration • Work tasks for each work order type • Login, concepts, data model, viewing • Employees and labor classifications in • Print Templates that department „••• TOC TIMMONS GROUP City's Exhibit'C page '17 of 32 (,1 , Asset Manager,ent City of Richmond, IN • Inventory (material) types • Creating and managing call center activities • Major equipment types . Advanced aspects of call center • Existing datasets used or slated to be • Creating and managing problem used in the work order or request hierarchy process • Samples of service request and work • General Configuration Issues order printout forms Task 9: City Responsibility: • City's project manager and key stakeholders for each Function Group, Weekly Progress Meetings(1 FTE's Every Week). Task 9: Timmons Group Responsibilities and Deliverables: • Updated Cityworks Configuration Document and SD&C Plan, • Configured software (Cityworks)deployed within the City's Test environment Task 9.1: Assumptions: • Cityworks configuration will implemented in cloud environment. Key City staff will have full access to this environment for training and review. Task 9.2: Estimated Timeframe: • The configuration of Cityworks per the SD&C Plan will require approximately 8-12 weeks Phase 3 Exit Criteria • Domains and Administrators configured • GIS and Asset Configuration • GIS GAP Analysis • Core System Technical Memo for GIS • Employee/User Configuration • Materials and Storeroom Configuration • Equipment Configuration • ContractorNendor Configuration • Customer Account Configuration • Infrastructure/Hardware/Environment Configuration and Build, establishment of the environment Phase 4: Work Management Workflow Discovery & Configuration Phase 4, Task 10: Workshops Our implementation team will conduct a series of workshops. For more detail see Section 7. These workshop meetings will focus on the following primary areas: 1) Asset Management requirements • Best practices • Condition scoring • Criticality • Asset lifecycle management • Risk assessment & risk management • Costs 2) Gather configuration data and workflows with the Functional Groups for: • Asset categories • Work order and inspection workflows i. Employees ii. Equipment Materials iv, Prioritization .0.00 IOC irk TIMMONS GROUP City's Exhibit'C'page 18 of 32 Asset Mmmagerment City of Richmond, IN u. Dispatching vi. Notifications vii, Data AobeCollected viii Inspection criteria ° Interfaces/integration i Functional requirements ii� User stories iii Methodology ° Reporting i Data required ii. Format iii Methodology � Data � maUondontifiedmtheRFP The workshops are designed to establish and assess the Business Requirements, User Requirements, and Fumcdona| Requirements that rnust be considered when developing the Software Design arid Configuration Plan (SD&C) as well as to design the Ciiyworko configuration and database necessary for implementation, the integrations and data conversion, It in expected that the City coordinate staff attendance for all workshops, For the first 30 minutes of the workshop our irnplementation tearn will conduct a brief software knowledge transfer session, TbesessionxvNgiveb-, workshop attendees an opportunity to review and understand the software, potential impacts and changes in their daily business prmcemses, and the purpose of adopting the new tools, It been Our experience that successful adoption ofCih/worhs is supported by cmnUnued, repeated exposure of the aofNvena during the workshops and review meetings. During the workshops, ourinplemen\otion learn will analyze the various technological, operational, and organizational elements of the City's business, This will be an essential procedure in order to ensure the planned Cityworks implementat4n and expected systern interfaces are capable of delivering the foatune-hch data needed to support the numerous compiex operations and maintenance activities undertaken by the various departments, In support of these efforts, our irk plernentation team will analyze with each Functional Group the following critical eYennen1s� " Business Drivers—The core functions that will be-nefitfrorn the implementation Of the CftyWOrkS SOILIfi0n, These may include inventory, ousk»m biUing, time tracking, engineering planning and design, construction inspection and adminiotradon. operations and maintenance, inspections, regulatory compliance, custumer semice, disaster, preparedness and emergency response, executive decision processes, etc, • VVmrkWovvm —CurrentdeportrnentaVFunodonoY Group (internal and external) business processes and workflows that will either contribute to, or be replaced by the planned Cityvvurko implementation. Key workflows that should be analyzed imc|ude, but are not limited to, inventory /data capture and maintenanoo, data distribution, data consum[tion, system planning and anaVysis, customer inquiry, reporting, etc, ° Systenis and Applications—Information technology and process automation tools currently deployed and maintained by the City or Functional Group should be investigated and analyzed in terms of their ability to support the increased network traffic, data loads, and application maintenance requirements introduced by the planned Cityworkoprngrern. /\dditionaUy, existing business applications such as network modeling, mobile compudn0, Customer relationship management, eto., should be investigated to determine the beat manner by which to integrate with the planned Cityworks system, ° Data — Existing data sets (spatial and tabular) and reports ii"iaintained for the purpose of supporting the daHy operation and nnainte�na rice of the departmentoand their associated processes must be inventoried and analyzed for the purpose of supporting the development of any nagu\psd data conversion/migration/development plans. ° Best Practices — Estabiished asset management best pnaotioes, as they relate to the City Functional Gnoup'a current operational mandates, contrasted with where the various departments currently fall within the spectrum, Should be established and benchmarhed for the purpose of establishing the required system implementation path needed to guide the City to its Ultimate Cityworks deployment and adoption goals and objectives. 'These core elements will provide our implernentation tearn and the City with an understanding of the needs and challenges the departn entavviH face as they move to implement Cityworka, 'The initial busimeoo process analysis provides our impYementadon team with adetailed look into the everyday processes marshaled by City staff. A primary objective of T|MMONSGROUP oty'nEvmuu'c'page /oofaz Asset Management City of Richmond, IN this task is for our implementation team to review and understand how the City conducts business and manages its assets. The ultimate goal is to provide knowledge to support and enable our implementation team to properly address the technological impacts of the system deployment and the City in order to understand the technological impacts and the non-technological impacts relatExi to business processes and workflows. Task 10: City Responsibility: • City will be responsib,:- for assisting our implementation team's Project Manager with the development of a comprehensive agenda based on department and key staff. It will also be necessary for the participants in the workshops to review the SD&C Plan drafts and to provide data and discuss workflows identified in the workshops(Task 6). • City's project manager assistance in scheduling workshops. (4 FTE hours) • City key stakeholder for each Functional Group attendance/participation in workshop(4 FTE hours each attendee). Task 10: Timmons Group Responsibilities and Deliverables: • Workshop meeting minutes. Task 10.1: Assumptions: • City will provide a conference room appropriately sized for the number of participants. Critical City staff will attend workshops as defined by the configuration workshop agenda. Task 10.2: Estimated Timeframe: • Functional Group workshops will occur immediately following the project kick-off and will follow the table detailed within Task 10. Phase 4, Task 11: Final System Design and Configuration (SD&C) Plan Once all required information regarding the current work order management, service request, and inspection processes are collected and organized, our implementation team will work together to analyze and document the current status of the primary components of the business process. Specifically, these components will be analyzed: • Current IT Systems and Applications— This includes relevant computer, network and peripheral infrastructure that the Cityworks system would utilize. This also includes any existing software applications that the new system might need information from, or need to provide information to (e.g., financial, assessment, codes) and security requirements. • Current Data Sets— Focus on data and best practices for Cityworks. Specifically, this would include the work order, service request, and inspection documentation and data. The Esri geodatabase that will be mapped to Cityworks we expect limited if any, modification will be necessary. • Current Workflows — Define and model Work orders, Service Requests, Inspections, Interface Communication, and migration of existing data leveraging Cityworks and our team 's best practices. • Required Outputs—The required outputs of the current business process will be reviewed. Outputs can take many forms, arid may include reports, form letters, e-mails, export files, and receipts. • Required System Interfaces —The REP identifies the need for the Cityworks system to interface with Esri GIS, and optional various other systems. Our project team has reviewed the provided information and has provided details of our proposed integrations within Task 8. Following the configuration workshops (Task 10), our implementation team will develop a report that documents the "as- is" situation and puts forth the recommended, or"to-be" (future state), workflows of the new Cityworks system. The recommended changes will strive to enhance the efficiency of required tasks and follow industry best practices, as well as to enhance the satisfaction of the citizens/businesses being served, The resulting Software Design and Configuration (SD&C) plan will be the "floor pion" for the configuration of the Cityworks system, Task 11: City Responsibility: • Review of draft SD&C. (4-8 FTE Hours Per project team member) or a mutually agreed upon time frame. Task 11: Timmons Group Responsibilities and Deliverables: • SD&C Plan drafts • 4,co TOO TIMMONS GROUP City's Exhibit'C page 20 of 32 osp/o Asset Management City of Richmond, IN Task 11.1: Assumptions: • City will review all documentation within 10 business days or a mutually agreed upon time frame Task 11.2: Estimated Timeframe: • The SDC plan will require approximately 8-12 weeks to complete. Phase 4, Task 12: Final Cityworks AMS Configuration The responsibility of this task is to configure Cityworks based on the SD&C Plan and deploy in the City's Test environment (within the environment) for review prior to final implementation. The implementation team will take the information gathered and documented and configure the Cityworks database. The configuration of Cityworks will be based on the Cityworks Configuration Document and the SD&C Plan developed from the workshops. Services for this task will include, but are not limited to: • Work order or request types • System Administration • Work tasks for each work order type • Login, concepts, data model, viewing • Employees and labor classifications in • Print Templates that department • Inventory (material) types • Creating and managing call center activities • Major equipment types • Advanced aspects of call center • Existing datasets used or slated to be • Creating and managing problem used in the work order or request hierarchy process • Samples of service request and work • General Configuration Issues order printout forms Task 12: City's Responsibility; • City's project manager and key stakeholders for each Function Group, Weekly Progress Meetings (1 FTE's Every Week). Task 12: Timmons Group Responsibilities and Deliverables: • Updated Cityworks Configuration Document and SD&C Plan. • Configured software(Citywolks)deployed within the City's Test environment Task 12: Assumptions: • Cityworks configuration will implemented in environment, Key City staff will have full access to this environment for training and review. Task 12: Estimated Timeframe: • The configuration of Cr?ywoiks per the SD&C Plan will require approximately 8-12 weeks Phase 4, Task 13: Configuration Review Meetings The implementation team will conduct multiple (see schedule) webinar review workshops of the Cityworks configuration to gather feedback from the Functional Groups. Review workshops will cover the administrative configuration, system tools (service requests, work orders, and inspections), data loading/data migration, and interface. Task 13: City Responsibility: • Configuration Review Meetings. (2 FTE flours x 21 Functional Group participants) Task 13: Timmons Group Responsibilities and Deliverables: • Configuration Review meeting minutes. Task 13.1: Assumptions: • City will ensure attendance by staff and provide review comments within 10 business days or a mutually agreed upon time frame, .•••,„ -roc TIMMONS GROUP City's Exhibit'C page 21 of 32 (,f(7`,,Pi I IA L 0 L I) I()Nr, Asset Manage, ent City of Richmond, IN Task 13.2:—Estimated Timeframe: • The Configuration Review meetings will require approximately 1 day per review Phase 4, Task 14: Migrate Cityworks Server configuration from Development to Production Our implementation team will work with the City's IT staff to install and configure the Cityworks software on production environment and migrate the Cityworks configuration from the development environment. Our implementation team will work directly with the City's Project Manager to verify that all core system components (servers, clients, RDBMS, networking devices, and supporting software programs) are installed and appropriately configured. Our implementation staff will facilitate Cityworks software installation, set-up, and configuration. Task 14: City Responsibility: • Executed agreement for off-site hosted services for Cilywarks installation and configuration, • City Information Systems resources as required for software installation (approximately 4-8 FTE hours) Task 14:Timmons Group Responsibilities and Deliverables: • Cityworks configuration files migrated from the development environment, Task 14.1:Assumptions: • City's IT Department-will ensure that software, hardware, and network connectivity meets Cilyworks implementation specifications on the client(City)side, as specified in the Core System Design Plan, • City's IT staff will be available to assist our implementation team during Cityworks installation. Task 14.1: Estimated Timeframe: • The installation of Cityworks in the City's Production environment will require approximately 1 week Phase 4 Exit Criteria • Workshop meeting minutes • Configuration Review meeting minutes • Cityworks configuration files igrated from the development environment • Design & Configuration • Cityworks Workflow Configuration Phase 5: Integrations The concept of the enterprise system is to create interface points for systems to share appropriate information with other systems. Timmons Group has developed and utilizes a Modified Agile methodology to successfully implement many heterogeneous systems integrations/interfaces. The methodology is comprised of five (5) primary steps. The steps include Planning, Build, Training, Prod :etion Deployment, and Post Production System Review. These steps ensure that we include everyone and every system of record in the development of detailed requirements for the design of the interface(s). Once the interfaces are developed, a rigorous testing plan will be executed. Upon successful completion of this User Acceptance Testing (UAT), the interfaces are ready for deployment. However, prior to the final production deployment, user training is performed for those impacted directly by the project. • Planning — Planning is comprised of a workshop(s) where we iteratively work through the reasons for the integration, what data needs to flow back and forth (or sometimes in one direction), and how best from a technical perspective of how to achieve this integration (developing requirements). We will then develop to these requirements, use cas /stories and design the necessary workflows that depict the transfer of data between systems. The workshop will typically result in the need to engage the target system vendor, either to procure items such as a database design/schema diagram up to and including engaging their assistance in designing and developing the integrati n itself. Some of this vendor interaction may have already been established for items such as CCTV, Pavement Management, etc. via a formal or informal business relationship with Cityworks. If it has not, our proposal will reflect the appropriate level of effort required in our estimation to achieving the necessary planning required to move to the next step, building the integration. TOC TIMMONS GROUP City's Exhibit'C°page 22 of 32 (,1 (),,o,/, A ,ot Asset Management City of Richmond, IN * Build*In the Build phase of our integration process we will develop sprints that are „.. .i „... ,.... ...,..... approximately 1 to 2 weeks in duration that iteratively reflect the use casesfstories and .„, II methodology developed during the previous Planning step.. During these sprints our team will develop a potentially deliverable component of ptJIJ the integration. This may be something as basic Review as moving one data ite back and forth successfully. Working within this accelerated timeframe the team will be able to build only the , User Acceptance most essential functionality. This methodology 84. mtifY encourages the integration team (including client Testirn 444 stakeholders) to prioritize the most essential features, focus on short-term goals, and gives our clients a tangible, empirically based view of progress. Because each integration may require multiple sprints, each iteration of work builds on the previous (incremental), often it „ replacing/discarding some of the previous work as more is learned (iterative), During sprint execution the team develops code and automated tests simultaneously using techniques such as Test-Driven Development (TDD), pair programming and continuous integration, Utilizing an Agile approach minimizes handoffs and phases as well as testing. Because the testing of the integration is integrated within our development methodology, we need only provide formal testing in regard to an overall system and integration test within the development environment. Once the interfaces are developed, a testing plan will be executed. Upon successful completion of this User Acceptance Testing (UAT), the interfaces are ready for deployment. However, prior to the final production deployment, user training is performed for those impacted directly by the project. * Training—Our team then works with the appropriate stakeholders to train them both at the end user level and also to train one or more stakeholders in how the integration was developed and the management requirements to keep the integration working correctly. • Production Deployment After the integration has been developed (and tested throughout the development)we move on to deploying the integration into your production environment. • Postproduction System Review—Once the integration is in production we will work as a team with our client stakeholders to verify that the integration was successful against the requirements defined during the Planning step. Any identified problems will be addressed and corrected, Phase 5, Task 15: WinCan Integration The intent of this interface is to integrate WinCan with Cityworks for the creation of work orders based upon observed data provided by CCTV inspections as well as to develop and assign condition scores to assets based upon WinCan collected data. Functional Requirements will be developed during the workshop phase of this project. Phase 5, Task 16: Laserfiche Integration The intent of this interface is to integrate Laserfiche with Cityworks for the storing and retrieval of attachments to service requests, work orders arid inspections. Examples are photographs, manufactures service documentation, task lists, other associated documents, product warranties, etc. Functional Requirements will be developed during the workshop phase of this project. Phase 5, Task 17: iFix Integration 00. TOO TIMMONS GROUP City's Exhibit'C page 23 of 32 u- Asset Management City of Richmond, IN The intent of this interface is to integrate iFix with Cityworks for the creation of work orders based upon determined triggers based upon iFix data. The intent will he for this to be a one way integration where Cityworks will "listen" (monitor) the IFix SCADA historian database. Predetermined thresholds or alarms will then automatically create work orders or inspections within Cityworks to be performed. Functional Requirements will he developed during the workshop phase of this project. Phase 5:The City Responsibility: s.,04.0St.frif01/049n fcit0tp,00tionhoOdsrequirern,60ts(846 FTE Hours Per integration). • A*ftioiatfiie;eitp4iii16qq*tclaPi;irfiiitrlat:eiy14, tE'**po)iitooio:o'ort)0tic00fg)*: Phase 5: Deliverables: Documents o Can fodro,':,inte4raftdo.iia Esri GIS 9 Integration to V1400,0t0TV:41.0'**)." o Integration to :',Oeilt.01)ol',0,60.10.67'#0,6,*80 106i0ii0;t6.1F/,i o Tested Interfaces .1 .. Phase 5:Assumptions: • The City iAiiii,r0i1oliti;,47,4001,00.1i0tipi?li,r a timely"nipiinpr. ThrefrOIPP:,' • 'The completion of th ir,teçjratlobs tOCItywdrks,will require approximately 640 weeks per integration Phase 5 Exit Criteria • Workshop meeting minutes pertinent to integrations • For Tasks 15, 16 & 17: 0 Functional Requirements documented O Design of integration ci Integration build O Integration configuration review 0 Integration DAT 0 Integration training 0 Integration documentation Phase 6: Custom Report & Dashboard Development Phase 6, Task 19: Report & Dashboard Development During our workshops and review meetings with each Functional Group, we will identify the reports that are critical to the City's operations and leverage existing reports when it makes sense or create new reports as necessaiy. Our implementation team will use a four-step approach to meet the City's immediate reporting needs and ensuring they will he self-sufficient to create your own reports in the future. 1. Catalog Existing Reports—Our configuration team will work with the City to identify and catalog and prioritize all reports. 2. Create Identified Reports— Reports anticipated consisting of: in "standard Cityworks reports" • Service Requests • Outstanding Service Requests • Work Orders • Outstanding Work Orders • Main peaks • Bacl<flow Prevention Devices— Regulatory reporting • New lead, copper regulatory reporting Status of projects within a program. 0 Current project status and in-flight activities. rr, Expected, actimil, forecast completion dates. TOO TIMMONS GROUP C,ity's Exhibit'C page 24 of 32 Asset Mai'lagement City of Richmon , IN c.) Earned Value Analysis. 0 Issue status. 0 Budget. o Risks 3. Ad-Hoc and Crystal Server Report Training --Our implementation team will train the designated City report writers on: 0 How to best leverage the mycityworks.com webs ite o Developing Ad-Hoc reports 0 The process of developing additional Crystal reports (not Crystal Reports training). This will be as part of the Admin training. 4, Report Training Support--Our implementation team will train City staff on creating reports for Cityworks as well as support hours for creating additional reports after Go Live, Phase 6: City Responsibility: • City will be responsible for assisting our implementation team with the generation of a comprehensive catalog of existing reports. (8-16 hours per Functional Group) • Review of reports once designed and configured(2-4 FTE hours per Functional Group) Phase 6: Timmons Group Responsibilities and Deliverables: • Modification and development of reports based on a total budgeted allotment of 60 total hours. Phase 6:Assumptions: • City will designate a report writer/s who will work with our implementation team to generate the catalogued list of reports, review reports developed by our implementation team, and be trained on ad-hoc and leveraging Crystal for Cityworks report creation(not Crystal Reports training). • Timmons Group has applied 60 hours to accomplish the creation of new reports as information provided to make a definitive LOE calculation is not possible at this time. • City will provide review comments within 10 business days or a mutually agreed upon time frame Phase 6: Estimated Timeframe: • The development of reports will require approximately 8-10 weeks Phase 6 Exit Criteria • Modification and development of reports based on a total budgeted allotment of 60 total hours. Phase 7: User Acceptance testing Phase 7, Task 20: Develop Testing and Acceptance Plan The implementation team will wrork with the City to develop and administer a Testing and Acceptance Plan that addresses User Acceptance Testing (UAT). Testing and Acceptance Plan objectives shall remain consistent with the application functionality detailed in the Sysm Design and Configuration Plan and Application Design Document (for enterprise interfaces). The Testing and Acceptance Plan will address, in sufficient detail (as collectively deemed by the City and the implementation team) the elements required to support the City's testing of the Cityworks software functionality and database configuration, security matrix, documentation of application performance issues/errors experienced during the testing, documentation of the resolutions to noted issues/errors, and certification and acceptance of the final deliverable database configuration and software functionality. This will include testing for Cityworks Desktop, Respond and Mobile app. The test server and final production server environments will be measured against the results of the testing performed in accordance with this Testing and Acceptance Plan (for UAT only), and it is the baseline to which the scoped projects tasks will adhere. The Testing and Acceptance Plan (UAT only) shall be subject to the review and acceptance as to its reasonableness for its intended effort, which is defined herein as the ability to support the logical and thorough testing of the Cityworks application functionality, platform stability, and database configurations. TOO ,;(0, TIMMONS GROUP City's Exhibit'C page 25 of 32 (,FO)P7,11AL SOIIITIOHL; Asset M.'fiagement City of Richmond, Upon completion of development of the Testing and Acceptance Plan (UAT only), the Team shall submit said plan to the City for review and approval. It is important for City staff to review the draft plan for technical accuracy and completeness, Our configuration team will update the Draft Testing and Acceptance Plan, incorporating City comments and re-submit said plan as Final. Task 20: City Responsibility: • Review and comment en plan. (4-8 FTE Hours Per Functional Group) • Identify and assign for user Acceptance Testing(UAT) • Perform UAT Task 20: Timmons Group Responsibilities and Deliverables: • Testing and Acceptance Plan drafts and final. • Addressing functional requirements not met/revealed by UAT that do meet defined functional requirements Task 20: Assumptions: • City will review all documentation within 10 business days or mutually agreed upon time frame. Task 20: Estimated Timeframe: • The development of the Testing&Acceptance Plan will require 4-6 weeks Phase 7, Task 21: Acceptance Testing Prior to Go-live there will be a thirty (30) day acceptance testing period (the acceptance period is flexible based on input from the City's Project Manager). During this period the City will test the Cityworks implementation and identify issues and opportunities. The Testing and Acceptance Plan will frame and guide the City through the testing process. Task 21: City Responsibility • City's Project Managerwill work with staff to implement the Testing and Acceptance Plan (8 FTE hours per participant). Task 21: Timmons Group Responsibilities and Deliverables: • Testing Plan, results, and remediation, Review test results • Volume/Stress Testing Report Task 21: Assumptions: • City will be prepared to work through the Testing and Acceptance Plan and complete within a thirty(30) day period. Task 21: Estimated Timeframe: • The configuration remediation will require approximately 2-4 weeks Phase 7 Exit Criteria • Testing and Acceptance Plan drafts and final. • Addressing functional requirements not met/revealed by UAT that do meet defined functional requirements • Testing Plan, results, and remediation. Review test results Phase 8: Training Phase 8, Task 22: Training During each meeting (kickoff, workshops, configuration review, etc.) our implementation team will consistently expose the City staff to Cityworks and basic workflows within the software. This incremental training augments the training performed after final configuration. Our i •IF.,,mentation team, in conjunction with the City's Project Manager and key stake holders, will devise a training plan specific to your environment and data, Training will include Cityworks Desktop, Respond and Mobile app: as necessary per workflows/roles, The approach to developing this plan is detailed below. The training plan will include: • Product training curricuilum descriptions • Listing of instructors • Training Materials • City responsibilities • Schedule TOO 0 TIMMONS GROUP City's Exhibit'C page 26 of 32 r,t ;01 Asset ,'''''',Ilanagement City of Richmond, IN This training plan will be used as a guide—but may be modified when necessary to support the goals and techniques of your staff resources. Cityworks training is modular. Students attend those sections that are relevant to the type of work that they are performing. All courses include relevant materials and sample data. The City will need to identify who will be trained based upon the criteria and needs that will have been identified during the Configuration Workshops. Training will be developed for the following user types (along with the Casual User and Report training identified earlier in the proposal): • Routine User—Staff whto will have the ability to update a request/work order after the crew has completed their work. • Heavy User Staff who will create work orders, schedule work orders, create PM's, maintain the parts, create reports and generally will have the ability to use the whole system based on their security level • System Administrator—Staff who have full system access and be responsible for the daily operations and maintenance of the Cityworks environment It is assumed that the City will provide the training facility including computers and a high-resolution computer screen projector, Corning into training,the users will need to possess basic functional knowledge of Personal Computers and Windows. The table below details the anticipated courses to he included within the final training plan: Training Module • Course Oescnption Duratiol' User Group Level Prereqwsi*es Introduction to Cityworks®Intooduction„ Course is designed to give an Ongoing during j Casual Group N/A. Cityworks overview of Cityworks functionality from an end users Workshops and Users point of view. Users will learn basic operations within Configuration ArcMap,the Cityworks toolbar and functions,along with Reviews the creation of Service Requests and Event Layers. Cityworks Cityworks®Reporting with Crystal. Expose students to the 4 hours each Ad Hoc Report jj N/A Report Creating Cityworks Repent.Engine to produce concise summary class Creator and and Writing reports including Ad Hoc Reports, Predefined Reports,and Crystal Report Budget Reports. Cover Crystal Reports basics; becoming : Writer familiar with the tool bars and basic functionality. Students will work hands-on to create basic Crystal reports, Service Cityworks®Service Requests Creating and processing 4 hours each , Routine and Intro to Requests Service Requests.Adding labor,submitting,searching, class Heavy Users Cityworks canceling, closing,combining,geo-locating and reports. Associating to projects and work orders. . . . .• • •• • • •— , • - , • Work Orders Cityworks®Work Orders Creating and processing Work 8 hours each j Routine and Intro to Orders and Tasks.Adding labor,material,and equipment, class jj Heavy Users Cityworks Submitting,searching,canceling,closing,scheduling, repeating,geo-locating and reports.Associating to projects and service requests. .• • . , . Designer and Cityworks®Designer and System Administration Covers 8 hours each System ArcGIS &Intro System system and database administration issues such as class . Administrators to Cityworks Administration software installation,user accounts,security,code table creation,work order and service request templates and • resource(labor,material,equipment) hierarchies,table creation,and ixermits,Includes a review for GIS personnel as well;covers items needed to successfully manage the setup and maintenance of the GIS for Cityworksg.use. . . , . Ongoing Training Options: Timmons Group and Cityworks offer the following ongoing training options: 1) Timmons Group can provide any customized training upon demand based upon a fiat rate of$155 per hour and associated expenses to provide training either on-site, or via WebEx to City staff.. This training could be repeats for previously provided training or the development of and delivery of newly identified training needs. 'roc TIMMONS GROUP City's Exhibit'C'page 27 of 32 o s PAT s o s Asset Management City of Richmond, IN 2) Cityworks (Azteca Systems, Inc.) Has several options for product related training. Virtual campus, or at City location by Cityworks trainers, These options can be found here: https://www.cityworks.com/resourcesitraining/ Task 22: City Responsibility: • Assist in development and review of a training plan (4 FTE Hours per reviewer). • IT Staff&identified Administrator Training(24 FTE hours per participant) • Attend training(10-12 FTE hours per participant) Task 22: Timmons Group Responsibilities and Deliverables: • Training Plan and Training Documentation • Conduct Administrator Training— 16 hours in duration (Two 8-hour classes on consecutive days) • Conduct 40 hours of End-user Training„ classes, class duration, etc. to be per Training Plan Task 22:Assumptions: • City will provide a conference or training room appropriately sized for the number of participants, • City will ensure attendance by identified staff • City staff attending training should have basic functional knowledge of computers and the windows operating system. Task 22: Estimated Timeframe: • Training will require approximately 2-3 weeks Phase 8 Exit Criteria • Training Plan and Training Documentation • Conduct Administrator Training— '16 hours in duration (Two 8-hour classes on consecutive days) • Conduct 40 hours of End-user Training, classes, class duration, etc. to be per Training Plan Phase 9: Go-Live Phase 9, Task 23: Final Product Configuration Our implementation team will conduct the final product configuration based on the System Design arid Configuration Plan and Testing and results of the acceptance testing. Our implementation team will provide documentation for the key aspects of this project and Cityworks components. Proposed documentation is summarized below: • Cityworks Configuration Document— Early on, our configuration team with City input, will develop a Cityworks Configuration document that is maintained through the life of the project, • Project Management Plan —Our Team will develop and maintain a project plan that includes the scope of project services (and any changes), budget, schedule, risk management and communication approach. • Cityworks®Server Software —Azteca Systems, Inc: Provides standard documentation for the latest product release. Separate documentation is provided for system administration and end users, • SD&C Plan --Timmons Group will provide a copy of the plan resulting from the review, analysis and documentation of the organization and its current workflows, data sets, IT system and applications, system interface needs, output requirements, and public access and service request needs. • System Integration and Data Conversion specific documentation. • Training Materials —Timmons Group will provide a copy of the training plan and all training documents used during casual user, routine user, heavy user, ad-hoc reporting, management, and system administrator training. • Testing and Acceptance Plan —Timmons Group will prepare and deliver a copy of the test plan and test results report to be used for system certification and acceptance by the City. Task 23: City Responsibility: • Final review and acceptance of configuration (40 FTE hours) Task 23: Timmons Group Responsibilities and Deliverables: • All project documentarian developed to date. Task 23: Assumptions: • City will receive all documentation in digital format• . TOO TIMMONS GROUP City's Exhibit'C page 28 of 32 ",011.,11 Asset Manage:r lent City of RichmoA, IN Task 23: Estimated Timeframe: • The final configuration of Cityworks per the SD&C Plan will require approximately 3-6 weeks Coaching (Go-Live support) Our team will provide three days (24 hours) of assistance for the users in their day-to-day activities in using the Cityworks softvvare, Once the software is on-line, the configuration staff will be available to assist users as they encounter day-to- day transactions. The purpose for this is to work with users on an individual basis as they use Cityworks in their daily duties to discover and resolve configuration problems, training lapses or other issues that are keeping users from getting the most from the software. Phase 9, Task 24: Go-Live and Project Close Out Having successfully completed all system upgrades, testing/acceptance procedures, production environment initialization, and Go-Live preparation tasks ecified above, the system is deemed prepared for Go-Live. Once end-user access has been configured/re-directed to the newly initialized production environment, the system is deemed to be in "Live" status, The City's Cityworks users will now be executing work management tasks in a live configured Cityworks production environment. After thirty (30) consecutive days of initialization of the production environment, the City shall generate a certificate signifying the Cityworks application functionality and database configuration is operational in a "Live' production capacity. The City shall sign said "Go-live Certificate" and submit it to Timmons Group. The following will be deliverables of this task: 1) Go-Live and Stabilization Plan—detailed task plan including a readiness checklist and resource assignments to support moving the Cityworks software from test to production environments, 2) Technical Operations manual—detailed task plan including a readiness checklist and resource assignments to support moving the Cityworks software from test to production environments, including a data load, conversion plan and a contingency plan in the event that Go Live should fail 3) End User Manual—online or hard copy documentation that supports the City's specific use of the software and provides guidance for maintenance and configuration activities Task 24: City Responsibility: • Identify any issues in system and work with configuration team to modify as necessary. (40 FTE hours per participant) Task 24: Timmons Group Responsibilities and Deliverables: • Last minute configuration and document modifications, • Go-Live& Stabilization Plan • End user-manual • Configured licensed Cityworks software in Production Use • 24 hours of coaching for functional groups (Go Live support) • Transition Plan Task 24: Assumptions: • Work through the project portal to resolve and issues, Task 2'4: Estimated Timeframe: • Go-Live and project close-out will require approximately 2-3 weeks Phase 9 Exit Criteria • All project documentation developed to date. • Last minute configuration and document modifications. • Go-Live & Stabilization Plan • End user manual a Configured licensed Cityworks software in Production Use a 24 hours of coaching for functional groups (Go Live support) • Transition Plan Phase 10: Post Go-Live S port Phase 10, Task 25: Post Go-Live Stabilization Support (Final Acceptance) -roc TIMMONS GROUP City's Exhibit'C'page 29 of 32 osPii ALSC:511) 11(MS Asset Management City Richmond, IN, Ad-Hoc Support (Stabilization Services) Once the system has been rolled out and is being used, our team will provide 40 hours of ad-hoc supporl to address any oon8guration, implementation, v,00fwane installation matters that may arise. Any required travel will be billed at cost. For examp!e, these might include the redesign of printout honno or changes in the content of the work management portion of the Citywork�5 Sefver AMS database. The City will have one year,to utilize the remote support by department or fonotiona| group for the services provided, Taah35: QtvReaponsibi|dv: ° Identify any additional repn�� A�� Ooo��dandoommun�a&e��k»the Timmons Group Taoh3S: Timmons Group Responsibilities.and Deliverables: ° 40 hours of Ad-hoc aupinmrt for"/bnobbna/Qroopo . Taox2S: Assumptions: ° Nork through�e �nmo�Gm�RM�xad�oosupport ' ~ ' } Tasu25: EsdmatodTinn,yravna' w week • Ad-hoc m 'ou Phase 1U Exit Criteria " Resolution of all open incidents an of Go-Live status. ° System meets or exceeds the requirements as outlined in Attachment D - Fumcdona� and Non Functional Requirements Matrix of the RFP. ~ Final system acceptance. 15. Project Deliverables Timmons Group Project Manager shall be responsible for the completion of the project deliverables and will work with the City's Project Manager to complete those deliverables listed in this Statement ofWork. Timmons Group and the City Project Managers shall use the Timmons Group methodology and apply project management best practices throughout the course ofProject. The City's PM is responsible for the City's deliverables with the same expectations. The deliverables for each phase are detailed with their corresponding payment milestones. The party responsible for leading the effort or providing significant decisions is identified under 7. Roles and Responsibilities. The parties required to assist in the deliverable are identified under the ^Assist" column. The City deliverables are also |inhad as they are critical to the overall success of the project and acknowledge the partnership required to get the Solution into production. Payment Milestones are contingent upon the City acceptance of each Deliverable as outlined in section 10AO of this document 15.1 Acceptance mfProject Deliverables Acceptance of deliverables by either party is critical to keeping the project on schedu|e� therefore there must always be a sense of urgency around the review and approval of every deliverable. Thus both parties will adhere to the following steps for deliverable review and acceptance: ° Timmons Group ccmnp|eteo the deliverable and delivers it, in the specified format. kz the City Project Manager as per the Project 8chedu|e. ° A wa|kthrough of the deliverable (as appropriate) will occur within 10 business doya, unless mutually agreed othenmiae, ofitbeing received, with Timmons Group providing an orientation of the deliverable and responding tuquestions, ° The City will review each deliverable in detail, and determine whether itconforms to the deliverable specifications. The time period for the City review of each deliverable will be as mutually agreed between Timmons Group and the City in the detail set forth in the Project Schedule. In the event that the review period is not specified in the Project Schedule, then the length ofhme necessary or appropriate for such review may vary in accordance with the size and scope of the deliverable, however, the City will conduct each review promptly in good faith, In the event Timmons Group believes that the City in not conducting its review/ prompdy, it may request a meeting of the PMo to resolve the cause of the delay. ° In the event that the deliverable is incomp|o\e, unclear or deficient, the City will provide a detailed list in writing of the deficiencies and questions regarding the deliverable within the time period set forth above. TOC T|MMONS GROUP City's sxmmt'o'pagconvfoz Asse& KNanager-rien't City ofRichmond, IN ° Timmons Group will provide a response resolving the deficiencies and/or concerns within five (5) business days from receipt of the list ufquestiona/dafioienoiea. |f the deficiency cannot reasonably be resolved insuch timeframe, then Timmons Group will provide a written summary of the steps being taken for resolution and an estimate of when the resolution will becomplete. A review meeting maybe scheduled oo appropriate to expedite the approval process. ° The City and Timmons Group may initiate a Change Order to extend the Project Schedule an appropriate and taking into account responsibility for the delay or to provide for the conditional acceptance of the deliverable subject toa written plan ofresolution. The Change Order may or may not have associated additional expenae, if delays are caused by Timmons Group. ° The City shall not unreasonably encumber the review and approval process as to slow down the process without accepting responsibility for the potential schedule impact that may result, ° The City is also considered to have deliverables, and scheduled activities as defined in the ProjectSohedu|e and the City will be responsible for delays resulting from the City's failure to provide such deliverables on schedule. ° Mods and Interfaces are considered deliverables and will conform tuthese same procedures. ° Forms, Bill, S/O. reports, letters and portals are considered deliverables and will conform to these same procedunau, within reason; if several reports, formo, s/o, etc., are delivered at onoe, expectations for review and response will benegotiated. ° Deliverable and Milestone sign-offs are considered deliverables and will conform to these same procedures. ° Change Orders are considered deliverables and will conform to these same procedures. ° Deliverables that have passed their dates as defined above and in the Project Schedule and have aged 5 business days will be escalated to the executive above each PM for further action, unless otherwise mutua|ly agreed to and not impacting critical path. ° Delivefables that are delayed at any step of the delivery and acceptance process will be re-forecast within the Project Schedule 10 determine the impact of the delayed approval. The PK4a will perform this^vvhat'if' analysis to determine the impact to the overall project schedule and to determine if time can be recovered at some future point ho keep the project ontrackforitsochedu|edgu-|ive. Depending on the party that is responsible for the delay, a change order may be processed to make such a change 'official' and to assess the monetary impact. A deliverable will be accepted by the City if: ° It omhsfiaa the scope of the work described in this document; ° It satisfies reasonable expectations for accuracy, auffioiency, and completeness', or ° The npaoM5ed test result io achieved for each teat specified in the Test P|on, as mutually agreed by both parties. TIMMONS GROUP Qty'o sxmWt'c'naye 31 ofaz Asset Management City of Richmond, 1 H, COSTS Item Cost Implementation Services: $ 261.670.00 • Project Management • Discovery • Cityworks configuration. • Integrations: (WinCan, Laserfiche & iFix) • Reports/Dashboards • UTA, Training • Go-Live • Ad-hoc support Sub-Total $ 261,670.00 Estimated Travel $11,215.00 1 Grand Total $ 272,885.00 ,,,efgeo TOO • • TiMtIONS GROUP City's Exhibit'C'page 32 of 32