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philosophy, judgments and actions to be taken over the course of the project. The PEP will <br />outline the methods used for project controls related to: Quality Control, Risk/Issue/Change <br />Management, and Communications. In conjunction with the development of the PEP, an <br />integrated, milestone driven Microsoft project schedule will be developed to include work by <br />all vendors. <br />Project Management activities will include: maintaining the overall project schedule; working <br />with all project participants to monitor progress and adjusting the work plan as needed to stay <br />on schedule; facilitating regular project progress and other meetings; creating project status <br />reports as required with input from the City; working with the City to monitor the scope of <br />work of each vendor; identify, report, and track project issues and risks; and, track project <br />budget. Activities will include: <br />• Preparation and dissemination of periodic update reports an AMI vendor's progress <br />• Providing clarifications and answers to AMI vendor's requests for information as needed <br />• Providing direction and technical assistance in resolving installation issues in the field <br />• Providing direction and technical assistance in resolving technology commissioning <br />issues that may arise <br />Deliverables: Project Execution Plan, Integrated Project Schedule, Monthly Status Reports, <br />Meeting Agendas, Meeting NoteslAction Items <br />The RFPs requested implementation Program Management Services is fairly limited in <br />scope, UtiliWorks experience has been that utilities implementing AMIIMDM, in most <br />cases, need more extensive .support and expertise. As such the following sections layout <br />typical Program Management Services our teams normally provide to clients as "Optional <br />Services" We would lave the opportunity to discuss with Santa Ana if appropriate. <br />Implementation Program Management Optional Services <br />The City's Implementation Plan will ultimately drive the deployment schedule, but the <br />UtiliWorks' approach assumes the project will have two primary phases: Proof of Concept (POC) <br />Phase and Full Deployment Phase. UtiliWorks offers proven Implementation Program <br />Management Services beyond basic Project Management surrounding this deployment approach. <br />The business process and software integration activities fall under the POC phase. The intent <br />of the POC phase is to minimize the risk to the City's day-to-day operations, with deployment <br />of a select number of AMI meters, stabilization of the AMI network and end -to -end testing in <br />all meter -to -cash related processes. <br />Our optional services are presented for the City's consideration and are summarized below: <br />POC Planning - UtiliWorks will guide final POC implementation planning, accounting for <br />final contracts and any changes to the AMI implementation roadmap. The POC <br />implementation plan will finalize project details on meter quantities, equipment <br />acquisition, required materials, mass meter/endpoint installation, testing and training. <br />Systems Integration Workshop - UtiliWorks' Integration SME will lead a workshop with <br />the City and the designated vendor personnel to identify and confirm the systems <br />specific integration methodology and ensure alignment between each underlying <br />interface. <br />Systems Integration Oversight- UtiliWorks' Integration SME will coordinate and oversee <br />the systems integration effort that will occur during the POC. The intent is to have the <br />pre -identified systems interfaces designed, developed, tested and automated prior to <br />171Page <br />