PREPARED FOR
City Of Placentia ("Subscriber")
401 E Chapman Ave
Placentia, CA 92870
PREPARED BY
Brightly Software Inc ("Company")
11000 Regency Parkway, Suite 300
Cary, NC 27518
Dude Solutions is now Brightly. Same world-class software, new look and feel.
Meet Brightly at brightlysoftware.com
PUBLISHED ON
October 10, 2023
se
1 is
Q-382920
Sourcewell/NJPA purchasing contract
• httas:// www.sourcewell-mn.aov/cooaerative-aurchasina/090320-sdi#tab-contract- documents (httas:// www.sourcewell-mn.a ov/cooaerative-aurchasina/090320-sdi#tab- contract-documents).
• Contract #090320 -SDI
Subscription Term: 18 months (01/01/2024 - 06/30/2025)
Cloud Services
Item
Asset Essentials
Enterprise
- Asset Essentials
Inventory
- Facilities/Physical
Plant Module
- Streets/Signs/
Sidewalks Module
- Storm Water
Module
- Water
Distribution and
Waste Water
Collection Module
- Sanitation
Module
- Parks,
Recreation and
Forestry Module
- Fleet Module
- Dude Analytics
Start Date
End Date
1/1/2024
1/1/2024
1/1/2024
1/1/2024
1/1/2024
1/1/2024
1/1/2024
1/1/2024
1/1/2024
1/1/2024
6/30/2024
6/30/2024
6/30/2024
6/30/2024
6/30/2024
6/30/2024
6/30/2024
6/30/2024
6/30/2024
6/30/2024
Pricing Based
On
51,789.00
Population
Investment
25,816.69 USD
Included
Included
Included
Included
Included
Included
Included
Included
Included
2 Cloud Services
Item
- AE Safety
- GIS Asset
Management
- Predictor
Facilities/Physical
Plant
Capital Predictor
Enterprise
Asset Essentials
Enterprise -
Connector Toolkit
Start Date
1/1/2024
1/1/2024
1/1/2024
1/1/2024
1/1/2024
End Date
6/30/2024
6/30/2024
6/30/2024
6/30/2024
6/30/2024
Pricing Based
On
109,847.00 Sq.
Ft.
4.00 Users
Investment
Included
Included
Included
2,389.75 USD
677.60 USD
4.0 Month(s) included at no additional cost on the first term 01/01/ 2024 - 04/30/2024
-19,203.13 USD
Subtotal: 9,680.91 USD
Professional Services
Item
Asset Essentials Enterprise
Implementation with
Consulting
Enterprise Project
Management
Capital Predictor Enterprise
Implementation
Asset Essentials Connector
Toolkit Training
Pricing Based On
51,789.00 Population
One -Time
One -Time
1.00 Day(s)
Investment
7,449.52 USD
7,821.60 USD
10,224.00 USD
598.50 USD
Subtotal: 26,093.62 USD
3 1.
Total Initial Investment
35,774.53 USD
4 43
Cloud Services
Item
Asset Essentials Enterprise
- Asset Essentials Inventory
- Facilities/Physical Plant Module
- Streets/Signs/Sidewalks Module
- Storm Water Module
- Water Distribution and Waste Water
Collection Module
- Sanitation Module
- Parks, Recreation and Forestry Module
- Fleet Module
- Dude Analytics
- AE Safety
- GIS Asset Management
- Predictor Facilities/Physical Plant
Capital Predictor Enterprise
Investment Year 2 Start Date: 07/01/
2024
54,731.38 USD
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
5,066.27 USD
Asset Essentials Enterprise - Connector Toolkit
1,436.51 USD
Total:
61,234.16 USD
Asset Essentials Implementation with
Consulting
GIS Rider Statement of Work
5 Summary:
Company will provide specified professional consulting services to Subscriber to implement Asset Essentials, an on-line Computerized Maintenance Management System - Geographic Information System (GIS) functionality.
These professional services include meeting with key stakeholders to ensure the set-up and configuration of the system will meet the client's operational needs; location and category hierarchies are configured appropriately; workflows meet the needs of the business; available data is cleaned, aligned and imported; and end users are trained and ready for go -live.
In Scope: The Deliverables below will be considered in scope of this SOW
1. Asset Essentials GIS Implementation
2. Asset Essentials GIS Training
Deliverables:
• Project initiation and discovery
• Available GIS data loaded
• GIS configuration
• User acceptance testing (UAT)
• End User training for Administrator and Full User roles Acceptance Process:
As each deliverable is completed, the Project Coordinator will confirm with the Subscriber and document acceptance in the Project Community Portal.
• Project initiation and discovery
• Kickoff call complete.
• Discovery call complete
• Data, configuration, and training requirements documented. • Available Data Loaded
• Available GIS data is loaded in AE to meet documented data requirements. • Account Configuration
• GIS features have been setup and configured to meet documented configuration requirements. • User Acceptance Testing
• Consultant -led end-to-end walkthrough and client UAT has demonstrated functionality satisfying configuration requirements.
• End User Training
• Administrator and Full User roles have been received training on their role.
Assumptions:
6 Subscriber Assumptions:
• There will be a single point of contact/project manager for the duration of the project. • IT department is responsible for ensuring access to mobile devices, Internet connections, email access, and web link access to the software such as white listing IP addresses. • The appropriate resources will be available for all scheduled activities. Canceling or rescheduling consulting activities within 2 weeks of the scheduled activity may result in a rescheduling fee being assessed.
• For on-site activities, Subscriber will provide a dedicated space with adequate technology, including but not limited to monitor/projector, computers, mobile devices, quality phone and Internet connections. • Will provide relevant data to be loaded in a timely manner and in Excel or CSV format. Each record type will be provided in one file with one sheet with column headings and one record with corresponding attributes per row.
• If unable to provide data in an acceptable format for import, Consultant will guide Subscriber on how to manually create records.
• Subscriber has up to five business days to confirm deliverable acceptance. No response will be interpreted as acceptance.
Company Assumptions:
• Consultant will not access any 3rd party systems for the purpose of exporting data. • For on-site activities, Company will bill Subscriber for actual travel and associated expenses incurred. • Any services not explicitly included in this SOW are assumed to be out of scope.
Project Schedule:
• Kick-off Call with Project Coordinator
Confirm software and services purchased
Identify key stakeholders
• Assign resources
• Schedule key milestone dates, including anticipated projected completion date • Access to Company's on-line Learning Management System • Access to an interactive project plan
• Discovery with Consultant
Interview key stakeholders to understand specific maintenance & operations objectives Overview of AE with key stakeholders, including data import requirements • Determine optimal GIS configuration to meet objectives and drive KPIs • Document data, configuration, and training requirements Schedule required consulting activities and confirm projected completion date • Data loaded by Consultant
• Review, cleanse, and load available GIS data
Account configuration by Consultant
• Work Order creation from Map
• Citizen Portal
7 • Mobile Profiles
• Configure GIS Map settings
• Configure GIS Layer configuration
• Asset syncing
• User Acceptance Testing
• Configuration demo to walk through the end-to-end workflow from request to completion • Demonstrate key functionality meets configuration requirements • Consultant conducts End User Training for Administrator and Full User roles • End-to-end walkthrough for their role
• Desktop and mobile training
• Project Close
Change Management:
Subscriber may request that the Company add services not in the specifications by submitting a written proposed change order to the Company. Submitted change requests will be reviewed for approval. Approved change orders will become part of the applicable SOW when executed by both Parties, and the services described therein will become part of the services.
Invoicing:
At the conclusion of Go Live Support, the main consulting milestone will be completed to trigger billing for the full consulting service.
Asset Essentials Implementation with
Consulting Statement of Work
Summary:
Company will provide specified professional consulting services to Subscriber to implement Asset Essentials (AE), an on-line Computerized Maintenance Management System. These professional services include meeting with key stakeholders to ensure the set-up and configuration of the system will meet the client's operational needs; location and category hierarchies are configured appropriately; workflows meet the needs of the business; available data is cleaned, aligned and imported; and end users are trained and ready for go -live.
In Scope: The Deliverables below will be considered in scope of this SOW:
1. Asset Essentials Implementation with Consulting
2. Asset Essentials Training
3. Post Consulting Go -Live Support
8 Deliverables:
• Project initiation and discovery
• Available location, asset, user, PM schedule Data Loaded • Account configuration
• User acceptance testing (UAT)
• End User training for Administrator and Full User roles • Go -Live support
Acceptance Process:
As each deliverable is completed, the Project Coordinator will confirm with the Subscriber and document acceptance in the Project Community Portal.
• Project initiation and discovery
• Kickoff call complete
• Discovery call complete
• Data, configuration, and training requirements documented • Available data loaded
• Available location, asset, user, PM schedule data is loaded in AE to meet documented data requirements.
• Account Configuration
• Account has been setup and configured to meet documented configuration requirements. • User Acceptance Testing
• Consultant -led end-to-end walkthrough and client UAT has demonstrated to Subscriber functionality meets configuration requirements.
• End User Training
• Administrator and Full User roles have received training on their role. • Go -Live Support
• 30 -day Go -Live Support period has been concluded.
Assumptions:
Subscriber Assumptions:
• There will be a single point of contact/project manager for the duration of the project. • IT department is responsible for ensuring access to mobile devices, internet connections, email access, and web link access to the software such as white listing IP addresses. • The appropriate resources will be available for all scheduled activities. Canceling or rescheduling consulting activities within 2 weeks of the scheduled activity may result in a rescheduling fee being assessed.
• For onsite activities, Subscriber will provide a dedicated space with adequate technology, including but 9 not limited to monitor/projector, computers, mobile devices, quality phone and internet connections. • Will provide relevant data to be loaded in a timely manner and in Excel or CSV format. Each record type will be provided in one file with one sheet with column headings and one record with corresponding attributes per row.
• If Subscriber is unable to provide data in an acceptable format for import, Consultant will guide Subscriber on how to manually create records.
• Subscriber has up to (5) business days to confirm deliverable acceptance. No response will be interpreted as acceptance.
Company Assumptions:
• Consultant will not access any 3rd party systems for the purpose of exporting data. • Once End User Training has been completed, 30 -day Go -Live Support period begins, consisting of up to 4 weekly 30 -minute check -ins with the Implementation Specialist. If client does not attend a scheduled check-in, it will be assumed no assistance was needed.
• For on-site activities, Company will bill Subscriber for actual travel and associated expenses incurred. • Any services not explicitly included in this SOW are assumed to be out of scope.
Project schedule and approach:
Kick-off Call with Project Coordinator
• Confirm software and services purchased
• Identify key stakeholders
• Assign resources
• Schedule key milestone dates, including anticipated project completion date • Access to Company's on-line Learning Management System • Access to an interactive project plan
• Discovery with Consultant
• Interview key stakeholders to understand specific maintenance & operations objectives • Overview of AE with key stakeholders, including data import requirements • Determine optimal AE configuration to meet objectives and drive KPIs • Document data and configuration requirements
• Schedule required consulting activities and confirm projected completion date • Data loaded by Consultant
• Review, cleanse, and load available user, location, asset, and scheduled PM data • Account configuration by Consultant
• Populate key drop-down menus
• Review/modify request and work order templates
• Configure workflow for request/approval/assignment of work orders • User Acceptance Testing
• Configuration demo to walk through the end-to-end workflow from request to completion • Demonstrate key functionality meets configuration requirements 10 • Consultant conducts End User Training for Administrator and Full User roles • End-to-end walkthrough for their role
• Desktop and mobile training
• Go -Live Support
• Company provides (4) weekly check-in calls with Implementation Specialist and Subscriber • Company Implementation specialist addresses any issues identified. Where issues require product support, Implementation Specialist will submit to Company Support • Implementation Specialist adjusts configurations as needed prior to project close • Project Close
Sample Project Timeline (project timelines may vary):
Project Kick Oft Call
LMS (Learning Management
System) Review and CAA
Discovery Call
Dote Review
Data Loading
Account Configuration
UAT (User Acceptance Testing)
User Training
Post -Consulting Call
OLS (Oa Live Support)
Project Close
Change Management:
Week 6
Week7 Week8
Week 9 Week 10
Week 11
4e
Week12 Week13
Subscriber may request that the Company add services not in the specifications by submitting a written proposed change order to the Company. Submitted change requests will be reviewed for approval. Approved change orders will become part of the applicable SOW when executed by both Parties, and the services described therein will become part of the services.
Invoicing:
At the conclusion of Go Live Support, the main consulting milestone will be completed to trigger billing for the full consulting service.
11 Asset Essentials Connector Tool
Summary:
Company will provide specified professional consulting services to Subscriber to implement the Asset Essentials Connector Tool. The Connector Tool is an on -premises tool for exporting data from Asset Essentials into a folder or importing data from a folder in CSV (comma -separated value) file format. These professional services include meeting with a key Subscriber stakeholder to review data flow requirements, review field mapping for CSV file import, map Assets Essentials data fields to CSV file for export and train the Subscriber on all Connector Tool functionality.
Overview diagram (does not represent what is being delivered):
Subscriber 5 erver
Importing Data to AE
Asset Essentials Connector Tool
In Scope: The below will be considered in scope of this SOW:
1. Asset Essentials Connector Tool implementation
2. Asset Essentials Connector Tool training
Deliverables:
• Project initiation and discovery (discuss data flow requirements) • System requirements and direction on where to download the Connector Tool provided • Testing connectivity between Asset Essentials and the Connector Tool • Training provided on: Asset Essentials available tables; field mapping, filtering, scheduling within the Connector Tool; CSV file import/export requirements based on data flow requirements • Recommend changes needed to CSV file
12 • Demonstrate an export using the Connector Tool and import assuming the Subscriber is able to provide a compatible CSV file
Acceptance Process:
As each deliverable is completed, the Company Project Coordinator or Consultant will confirm with the Subscriber and document acceptance in the Project Community Portal. • Project initiation and discovery completed
• Subscriber has downloaded and deployed the Connector Tool • Company has trained Subscriber on the Connector Tool
Assumptions:
Subscriber Assumptions:
• There will be a single point of contact/project manager for the duration of the project. • IT department is responsible for ensuring access to mobile devices, internet connections, email access, and web link access to the software such as white listing IP addresses. • The appropriate resources will be available for all scheduled activities. Canceling or rescheduling consulting activities within 2 weeks of the scheduled activity may result in a rescheduling fee being assessed.
• For onsite activities, Subscriber will provide a dedicated space with adequate technology, including but not limited to monitor/projector, computers, mobile devices, quality phone and Internet connections. • Will provide relevant data to be loaded in a timely manner and in CSV format. Each record type will be provided in one file with one sheet with column headings and one record with corresponding attributes per row.
• If unable to provide data in an acceptable format for import, Consultant will guide Subscriber on how to manually create records.
• If importing data applies, import data file must be provided by Subscriber with required Asset Essentials fields.
• If exporting data applies, Subscriber is responsible for supplying mapping, creating a script (if applicable) to monitor the output location, and importing of the data file into any Subscriber systems. • Responsible for providing an always on Windows environment to support the Connector Tool. • Responsible for creating a Windows folder or SFTP site.
Company Assumptions:
• For on-site activities, Company will bill Subscriber for actual travel and associated expenses incurred. • Any services not explicitly included in this SOW are assumed to be out of scope. • Subscriber has up to (5) business days to confirm deliverable acceptance. No response will be 13 interpreted as acceptance.
• Company will not access or is not responsible for exporting or importing data out of Subscriber system(s) or creating any scripts to automate the process or transforming/modifying any CSV import files into the Connector Tool.
• Any API needs will be considered out of scope of this service.
Project Schedule:
From project initiation to demonstration, this service will take no longer than 8 hours to complete.
Change Management:
Subscriber may request that the Company add services not in the specifications by submitting a written proposed change order to the Company. Submitted change requests will be reviewed for approval. Approved change orders will become part of the applicable SOW when executed by both Parties, and the services described therein will become part of the services.
Invoicing:
Once all deliverables have been completed, this service will be billed at 100%.
Special Terms for Asset Essentials:
Asset Essentials pricing is based on a maximum storage limit of 200GB of data. Data storage that exceeds 200GB may subject to an additional fee of $200 per year per additional 200GB of storage. 14 Enterprise Project Management
Summary:
Company will provide professional services to Subscriber. These professional services include:
Project Management services. Our Project Manager will act as an extension of the Subscriber's team and ensure seamless implementation from start to finish. The Subscriber will have access to a personalized timeline which will be reviewed on a regular cadence. The Project Manager will partner with the Subscriber to coordinate all services, ensure the project stays on track, and help identify risks and/or issues.
In Scope: The items below will be considered in scope of this SOW:
• Initiating
• Project set-up
• Draft timeline
• Resource planning
• Identify project dependencies
• Planning
• Kick-off call with Company Project Manager
• Discussion of risks, barriers, or roadblocks that your organization experienced with previous software implementations
• Timeline planning incorporating Business deadlines
• Executing
• Coordinating necessary project meetings
• Regular (up to weekly) project status meetings to review tasks, timelines, issues and preview any upcoming action items or next steps.
• Up to monthly project oversight meetings of reactive workflow with buyer -level decision makers to ensure the project progress is communicated if requested by Subscriber point of contact. • Reply to Subscriber communications within two (2) business days. • Controlling
• Access to view Risk & Issue Log
• Risk Management and mitigation assistance
• Closing
• Define Post Launch Support points of contact
• Facilitate product enablement support
Deliverables:
1. Company Project Manager lead kick-off call
2. Custom timeline with critical path development and management
3. Project goal setting
15 4. Regular (up to weekly) Subscriber / Project Manager status calls
5. Risk and issue tracking with mitigation assistance
6. Change Management
• A recommended structured approach for transitioning Subscriber's individuals, groups, and organizations from a current state to a future state with intended business benefits. • Change management process as it applies to the SOW, will be discussed on Company kick-off call.
7. Subscriber sponsor status meetings (up to monthly) if requested by Subscriber point of contact
8. Unlimited access to Help Site and Company Academy during and after implementation
9. Define Post Launch Support points of contact
Acceptance Process:
• Project will be assumed completed once all deliverables in the contract have been met. • Sign -off will be required for the project plan and each milestone. The Subscriber has five (5) business days to approve the project plan and a completed milestone. No response will be interpreted as acceptance.
Assumptions:
• Configuration and data options may vary based on the services and products that were purchased. • The Subscriber will schedule time for the appropriate resources to be available for all scheduled activities.
• The success of this process is dependent on the attendance and full engagement of the key stakeholders.
• The Subscriber will ensure adequate technology for a successful implementation, including but not limited to ability to run and attend virtual meetings, monitor/projector, computers/tablets, quality phone connection, and wireless Internet access when and where applicable. • Failure to sign off on project milestones will result in delays and/or additional costs may be incurred. • Incidental travel -related expenses will be invoiced to Subscriber at cost for on-site services. • Once the timeline is approved by the Subscriber, any changes will be documented and if the level of effort changes, it may be subject to a change order.
• Project team members will reply to written communication within two (2) business days. • This SOW is the primary SOW to deliver any subsequent services with related SOWs. Where subsequent services have similar or conflicting deliverables, this SOW will take precedence. • Additional data provided after agreed upon due dates in the project timeline may result in a change order.
• Rescheduling or cancellation of the service within two (2) weeks of the scheduled delivery date will result in a rescheduling fee.
• Deviations from these assumptions may impact Company's ability to successfully complete the project.
Any changes in scope, schedule, or costs will be documented by the Project Manager, whether there is a cost impact or not.
16 Project Schedule:
The schedule will be defined by the other professional services provided in this contract.
Rates / Price:
The price for this service has been determined in accordance with the other SOWs included in this contract. If additional services are required that are not included in the scope, pricing will be determined via a change order.
Invoicing:
Invoicing will occur per the agreed upon terms in this contract. 17 Predictor Enterprise Implementation and
Training - Statement of Work
Package 2
Purpose
The purpose of the Predictor Enterprise Implementation and Training Services, as scoped herein, is to deliver the model development, training, and support required to realize the value that a Predictor Enterprise subscription has to offer for building asset lifecycle models in support of the Client's infrastructure investment planning processes. To facilitate this outcome, a Brightly's (Company) Selected Consultant (Consultant) will conduct workshops with Client staff members (workshop participants) focused on developing a first -generation lifecycle model* using the Client's data.
Through the workshop experience, follow-up meetings, and post -implementation support, Client staff will be provided the opportunity to learn the essentials of building asset lifecycle models with Predictor Enterprise.
With this background and understanding, Client staff will be able to assume ownership of the first -generation lifecycle models and continue to build out "what -if scenarios after training is complete with support from the Company Selected Consultant.
Value
By partnering with Brightly, you are provided expert guidance in the best practice configuration and usage of Predictor Enterprise. In summary, the scope of the proposed Predictor Enterprise Implementation and Training Services includes:
• Workshop training sessions led by the Consultant focused on building lifecycle model(s) for the asset class(es) identified in this SOW and using the Client's data; • Client data loaded into the lifecycle model(s) in Predictor using the asset class(es) identified in this SOW and using the Client's data and input;
• One (1) month of online support provided directly by the Consultant. This service is designed to provide Client staff with assistance in matters related to reporting; troubleshooting, and refining the previously delivered lifecycle model(s);
• Support and guidance for installing Predictor Enterprise on the Windows operating system; • Guidance on how to structure data for effective lifecycle modeling; *A "first -generation lifecycle model" is a fully functional Predictor Enterprise lifecycle model that can be used to present reports and explore the functional aspects of Predictor Enterprise software.
However, the term 'first -generation' is used to qualify that the model may not yet be mature or accurate enough for actual decision- making purposes. Also note that a single model applies to a single asset class. For example, a model built for pavement would not include information about signage or street markings.
Per this scope of services, a first -generation lifecycle model will be developed for the asset class identified below (select one):
18 Methodology and Approach
Task 1: Pre -Workshop Kick -Off Meeting and Preparation Consultant will work with the Client's designated Project Manager to facilitate a Kick -Off Meeting and prepare themselves and the Client's project team for data gathering and the upcoming workshop activities.
Sub -Task 1.1: Kick -Off Meeting
[Remote Task: up to 2 hours duration]
The purpose of the Kick -Off Meeting is to:
1. Review project goals and objectives;
2. Review data requirements;
3. Review available data sources and decision support criteria;
4. Schedule the workshop;
5. Determine an appropriate time for client staff to install Predictor Enterprise on Client computers;
6. Address any scope, logistical, or scheduling questions.
Sub -Task 1.2: Pre -Workshop Preparation
[Remote Task: duration is as needed, not to exceed 16 hours] Project preparation tasks during this phase of the project will include:
1. Consultant will review relevant information provided by the Client, including data sources (such as GIS), decision support processes, plans, assessment reports, and other information that will be beneficial to the project outcomes. Consultant will advise Client of any schema or data changes required for a successful model. Consultant may make assumptions or calculate additional fields so the model may proceed to be built in a timely manner if required changes to source data are not completed by the Client in a timely manner.
2. Software installation requirements will be reviewed during the Kick -Off meeting, and access to Company online Predictor Enterprise resources will be provided. An email will be issued to designated Client staff with links to access the software, Knowledge Base, and eLearning videos. The Consultant will provide additional support as required. A meeting with a Client IT representative may be necessary.
Client Responsibilities
1. Designate a Project Manager. This person will interact directly with the Consultant to set meeting times, coordinate staff, direct feedback, approve invoices and other tasks as required to help keep the project on track.
2. Determine who will participate in the Data Gathering and Workshop sessions. Company suggests that 19 participants include both personnel who are actively involved in plan decision making and personnel who are responsible for managing data that contributes to the decision-making processes.
3. Determine and assemble data sources that will be used in Predictor Enterprise. This should include any existing condition rating systems, decision support criteria used to determine repair, rehabilitate, and replace, budget and planning strategies. These resources will be provided to the Consultant for review prior to the onsite workshop.
4. Complete data schema and/or data updates recommended by the consultant and provide updated data to Consultant.
5. Consultant will host the meeting using online screen sharing software (WebEx, Zoom, or similar). The Client is responsible for ensuring remote access for all Client participants.
Deliverables
1. A remotely facilitated Project Kick -Off Meeting, up to two (2) hours in duration, to be facilitated by Company's Solutions Consultant and attended by applicable Client and Consultant team members.
Task 2: Lifecycle Model Training and Model Building Workshop [Remote Task: Three-day duration] A series of remote workshop sessions will be facilitated by the Consultant over an agreed-upon multi -day period. Ideally, remote workshop activities should be completed within a one (1) to three (3) week period. The purpose of workshop session is to train Client staff on the creation of asset lifecycle models through the process of building first -generation lifecycle models for the scoped assets, using the Client's data.
The workshop is as follows:
1. Overview Presentation and Discussion
Workshop Session 1: (3 hours)
Participants: Senior Managers, Asset System Managers, GIS staff, Project Manager Consultant will step the workshop participants through a comprehensive overview of asset lifecycle modeling using Predictor Enterprise. Participants will be encouraged to ask questions and engage in discussion as Consultant presents the following:
1. Introductions and goal review;
2. An overview of strategic asset management, lifecycle modeling, and Predictor Enterprise;
3. An in-depth interactive presentation on the process of developing lifecycle models using examples in Predictor Enterprise relevant to scoped assets;
20 4. Integration with GIS;
5. Reporting methods.
2. Lifecycle Model Development and Training for Asset Group 1 Workshop Session 2: (3 hours)
Workshop Session 3: (3 hours)
Participants: Client Asset System Managers and their designee(s), Project Manager Consultant will lead a training workshop for developing lifecycle model parameters for the selected asset class(es). The training will be facilitated by the Consultant using remote screens of Predictor Enterprise, GIS, and other software as required. Workshop participants may follow along using Predictor Enterprise on their laptops but are not required to do so. Aspects of lifecycle modeling that the training will focus on include:
a. Treatment parameters. The types of treatments that are currently being used, criteria for triggering treatments, and treatment effects.
b. Service State (aka Condition) criteria. Criteria for determining the service state of assets, including condition scoring, likelihood of failure, age, and other criteria as it would be used for decision making. c. Lifecycle criteria such as material, size, location, era of installation, and other criteria that contributes toward defining the life expectancy of assets.
d. Degradation Profile. The deterioration curve of the asset(s). e. Decision criteria. Additional decision criteria other than service state that will be used in the lifecycle model. Examples include material, criticality, capacity, location etc. f. Decision Model. How all the criteria come together to trigger treatments and their effects in a decision model.
g. Costing data for each treatment, which are determined in the unit of measure for the asset(s). h. Budget caps. At least one simulation should be built on existing budgets. Other simulations may be created that vary the budget amounts.
i. Data structure. Evaluate how the Client's data matches up to the decision criteria. Make note of modifications that may need to be performed.
j. Forced projects. Any projects that the Client is already committed to may be identified and forced to happen in the designated year in the model simulation.
k. Data acquisition from a Feature Service on ArcGIS Online I. Data structure. Evaluate how the Client's data matches up to the decision criteria. Make note of modifications that may need to be performed. Some modifications can be made in the workshop. m. Forced projects. Any projects that the Client is already committed to may be identified and forced to happen in the designated year in the model simulation.
n. Predictor Enterprise Reports
o. Publishing Predictor Enterprise simulation results to ArcGIS as a time enabled Feature Class 21 3. Wrap Up
Workshop Session 4: (3 hours)
Participants: Project Manager and others to be determined This time is reserved if needed for activities identified in previous sessions that need to be further addressed. This may include the development of a list of next steps, meeting with IT staff regarding software installation or other topics as required.
Client Responsibilities
1. Consultant will host the meetings using online screen sharing software (MS Teams, Zoom, or similar).
The Client is responsible for ensuring remote access for all Client participants.
2. Client staff should arrive prepared with all digital and paper-based information deemed relevant to the workshop.
Deliverables
1. Copies of presentation material.
2. Remote Training Workshop sessions facilitated by an Company Solutions Consultant as described herein.
3. First -generation Predictor Enterprise model files as developed in the workshop.
4. All participants are provided an opportunity to learn how to utilize the Predictor Enterprise software.
5. The Consultant engages in a post -workshop meeting with the Client's Project Manager to solicit feedback and discuss the post workshop training and support phase of the project.
Task 3: Post Workshop Training and Support
[Remote Task: duration is as needed, not to exceed 16 hours] During the one (1) month period immediately following delivery of the first -generation Predictor Enterprise lifecycle models, the Consultant will remain the primary contact for support and follow-up training as it becomes desired by the Client staff who participated in the Task 2 workshops. The purpose of this support period is to provide Client staff an opportunity to ask questions on the lifecycle model(s), reports, data, or other material deemed necessary by the Client to extend the value of the Predictor Enterprise subscription. This support and training is in addition to Company's standard support services.
1. All support and training will be provided through email, scheduled online meetings, and phone conferences. The Client Project Manager will schedule the support activities with the Company Solutions Selected Consultant prior to each event.
2. At Consultant's sole discretion, the Consultant may engage in some development of lifecycle models, 22 reports, or other material in consultation with the Client as deemed appropriate to further the training of Client staff.
3. Support and training are limited to staff who participate in the training workshop, but the services provided by Consultant during this phase includes help for workshop participants to communicate to other Client staff.
Project Assumptions
Company has made the following general assumptions in this SOW to derive the estimated cost for this project.
It is the responsibility of Client to validate these assumptions, which include Client responsibilities before signing the Acceptance. Deviations from these assumptions may impact Company's ability to successfully complete the project. Any changes in scope, schedule, or costs will be documented by the Project Coordinator, whether there is a cost impact or not.
• Company and Consultant are not responsible for delays caused by missing data or other configuration information that is required to be available prior to the consulting service. Having the requested data and configuration information available prior to the consulting service may minimize delays so progress can be made quickly.
• Client shall use best efforts to Identify of all project -related key information to allow the project schedules to begin on time. Any changes to key information after Project kickoff may require a Change Controls.
• Parties agree to provide timely responses to task -related emails or phone calls to enable on-time completion of all assignments.
• At least 24-hour notice cancellation shall be given by the Parties if required members for any scheduled meeting cannot attend. This shall allow sufficient time to cancel/re-schedule the meeting as soon as possible to keep the project on schedule.
• Prerequisite data gathering, which may relate to an orientation call or requirements gathering meeting, must be completed prior to the scheduled meeting. A productive meeting requires that the data gathering be complete in advance of the meeting.
Excluded from Services
For the avoidance of doubt, the following services are not included:
• Unless otherwise included in the Consulting service, evaluation of your current practices, policies, procedures, or personnel for the purposes of performance or other improvements. • Troubleshooting any issues related to your IT infrastructure, including computer software not provided by Brightly and/or GIS or other systems.
• Migration of data from other systems or locations, unless specified on the Order Form. • Updating any of your source data.
• Export of data to any other systems or third parties other than those specified on the Order Form. 23 Milestone Billing - Invoice Schedule
Invoicing for the Predictor Enterprise Model Development service will be provided as delivery milestones are met. Below is the schedule for the billing milestones and the related percentage.
Predictor Enterprise Model
Description Percentage
Development Milestones
Kickoff and Data Gathering Kickoff meeting and initial model preparation (Task 1) 50% Workshop Sessions and Wrap Up Lifecycle model building, workshop sessions and wrap up (Task 2) 50% 24 Order terms
• By accepting this Order, and notwithstanding anything to the contrary in any other purchasing agreement, Subscriber agrees to pay all relevant Subscription Fees for the full Subscription Term defined above.
• Payment terms: Net 30
• The "Effective Date" of the Agreement between Subscriber and Company is the date Subscriber accepts this Order.
• This Order and its Offerings are governed by the terms of the Brightly Software, Inc. Master Subscription Agreement found at http://brightlysoftware.com/terms ( http://brightlysoftware.com/ terms) ("Agreement"), unless Subscriber has a separate written agreement executed by Brightly Software, Inc. ("Company") for the Offerings, in which case the separate written agreement will govern.
Acceptance is expressly limited to the terms of the Agreement. No other terms and conditions will apply.
The terms of any purchase order or similar Subscriber document are excluded and such terms will not apply to the Order and will not supplement or modify the Agreement irrespective of any language to the contrary in such document.
• To the extent professional services are included in the Professional Services section of this Order, the Professional Services Addendum found at http://brightlysoftware.com/terms ( http://brightlysoftware.com/terms) is expressly incorporated into the Agreement by reference. • During the Subscription Term, Company shall, as part of Subscriber's Subscription Fees, provide telephone and email support ("Support Services") during the hours of 8:00 AM and 6:00 PM EST, (8:00 am - 8:00 pm EST for Community Development Services) Monday through Friday ("Business Hours"), excluding Company Holidays.
• Company maintains the right to increase Subscription Fees within the Subscription Term by an amount not to exceed the greater of prices shown in the investment table or the applicable CPI and other applicable fees and charges every 12 months. Any additional or renewal Subscription Terms will be charged at the then -current rate.
• Acceptance of this Order on behalf of a company or legal entity represents that you have authority to bind such entity and its affiliates to the order, terms and conditions herein. If you do not have such authority, or you do not agree with the terms set forth herein, you must not accept this Order and may not use the Offerings.
• Proposal expires in sixty (60) days.
• Subscriber shall use reasonable efforts to obtain appropriation in the full amount required under this Order annually. If the Subscriber fails to appropriate funds sufficient to maintain the Offerings described in this Order, then the Subscriber may terminate the Offerings at no additional cost or penalty by giving prior written notice documenting such non -appropriation. Subscriber shall use reasonable efforts to provide at least thirty (30) days prior written notice of non -appropriation. Subscriber agrees non - appropriation is not a substitute for termination for convenience, and further agrees Offerings terminated for non -appropriation may not be replaced with functionally similar products or services prior to the expiration of the Services Term set forth in this Order. Subscriber will not be entitled to a refund or offset of previously paid, but unused Fees.
Additional information
• Prices shown above do not include any taxes that may apply. Any such taxes are the responsibility of 25 Subscriber. This is not an invoice. For customers based in the United States, any applicable taxes will be determined based on the laws and regulations of the taxing authority(ies) governing the "Ship To" location provided by Subscriber. Tax exemption certifications can be sent to accountsreceivableCc�brightlysoftware.com (mai lto:accountsreceivable(@brightlysoftware.coml. • Billing frequency other than annual is subject to additional processing fees.
Please reference Q-382920 on any applicable purchase order and email to Purchaseorders(c�Brightlysoftware.com ( mailto:PurchaseordersCTBrightlysoftware.coml • Brightly Software, Inc. can provide evidence of insurance upon request. 26 rightIy liluminate
Illuminate: Bringing the best Ideas to Light
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Brightly's Illuminate conference is a gathering of the brightest minds in operations and asset management, where you can connect with leaders in their field, exchange expertise, and uncover new opportunities to realize a brighter future
Illuminate is March 11th -14th. Attendees are in for the best in-person conference yet, with more knowledge, training, and technology than ever before.
Enlighten
Share your expertise and level up your knowledge with hands-on education and training you can bring back to your team.
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Explore the brightest ideas and smartest solutions to elevate the work your organization is doing and realize your vision for the future.
Engage
Broaden your professional network by sharing wisdom with fellow operations and asset management leaders.
Admission for Illuminate is $995 for tuition only and $1895 for the "Brightly Bundle". The Brightly Bundle includes meals, a 4 -night hotel stay and tuition. Registration is open beginning October 1st, 2023 through March 8th, 2024.
27 43
28 Signature
Presented to:
Q-382920
October 12, 2023, 4:18:53 PM
Accepted by:
Printed Name
Signed Name
Title
Date
29