25K - AGMT ASSET MGMT SOFTWARE LIC

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CITY OF SANTA ANA RFP NO.: 17-101 ENTERPRISE ASSET MANAGEMENT SOFTWARE SELECTION AND IMPLEMENTATION SERVICES data and may also issue a proposal to collect the information if they are capable. The City may choose to release separate RFPs for data collection tasks as needed. Task Two: Develop Detailed EAMS Workflows and Integrations for PWA – In coordination with the City the selected Consultant(s) will develop new workflows as well as refine and improve upon the existing workflows created during the Enterprise GIS and Asset Management Implementation Plan project. The consultant will conduct workflow design workshops for all identified asset groups based on priority and tailor the workflow for the best integration for the selected EAMS. The selected Consultant will also identify areas that may require customization of the selected EAMS software and what may be required to integrate the EAMS with existing City systems. It is the goal of the City to use a minimally modified, off-the-shelf system. Excessive customizations to meet City requirements are not desirable and will only be considered if there are no other viable alternatives. The selected Consultant is expected to perform the following tasks: • Review existing City workflows as they pertain to maintaining PWA assets and conduct workflow design workshops for all identified asset groups. Diagram results as needed. • Develop new EAMS/CMMS based workflows and refine the existing workflows that were created during the Enterprise GIS and Asset Management Implementation Plan project. • Determine required mobile hardware needed for implementation of the newly designed EAMS workflows (cell phones vs. tablets, operating system standardization, etc.). The selected Consultant will work with the City to install, configure and test the workflows on the mobile hardware prior to "go live" • The City desires the ability to also use the EAMS to integrate with an existing CIP project database developed by the City. The integration should be able to display project locations on a map and report on status. If the required customizations exceed available funding, the selected Consultant will prioritize based on discussions with the City. • The selected Consultant will identify, design, and execute the customizations needed to integrate the EAMS/CMMS with existing City systems. If the required customizations exceed available funding, the selected Consultant will prioritize based on discussions with the City. Configuration and Training for PWA – In coordination with the City the selected consultant will install and configure the selected EAMS software and provide any customizations that are required to support City operations. The selected consultant will offer multiple training workshops prior to "go live" and will continue to offer on-site support during the rollout of the software. The selected Consultant is expected to perform the following tasks: • CMMS Installation Plan [document]—Develop a detailed installation plan for the EAMS/CMMS software. Coordinate with City staff to ensure the technical requirements for the EAMS/CMMS software match the proposed hardware and network configurations. The plan should also address any specific backup and restore procedures required for the selected software. • CMMS Configuration Workshops [event]—a series of meetings to establish the CMMS software configuration requirements. • CMMS Configuration Report [document]—a document describing the intended CMMS configuration, including employees, service request templates, work order templates, and custom inspections, and so forth. • CMMS Installation and Configuration [event]—installation and configuration of the core CMMS software, including system integrations, in accordance with the CMMS Install Plan and CMMS 25K-21