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