City of Santa Monica - Santa Monica
Municipal Bus Lines (Big Blue Bus)
Work Order # 0144973
3/5/2025
Trapeze Software ULC
200-5060 Spectrum Way
Mississauga, ON Canada L4W 5N5
David Hernandez – Customer Success Manager
Tel: 647-248-2783
Email: [email protected]
Trapeze Software Group, Inc.
5265 Rockwell Drive NE
Cedar Rapids, Iowa 52402
5265 Rockwell Drive NE Cedar Rapids, Iowa 52405 US|[email protected] USA
Work Order
Client Name: City of Santa Monica – Santa
Monica Municipal Bus Lines (Big Blue Bus)
Work Order #: 0144973
Address: 1600 7th St
Santa Monica, CA - 90401
Date Requested: 3/5/2025
Attention: David Nanjo Requested by: David Hernandez
Title: Transit Maintenance Administrator
Phone: 310-458-1975 x2387
Email: [email protected]
Note: A copy of the Purchase Order related to the items below MUST be received by Trapeze Software Group, Inc. (“Trapeze”) prior to the performance of any services. Work Order will be billed as described in the attached Statement of Work (Attachment 1). By signing below and/or returning a Purchase Order related to this Work Order, the Client acknowledges and agrees that the provision of the services specified herein shall be governed by the terms of the contract between Trapeze and the Client with regards to the product(s) to which the services relate. The Client specifically acknowledges and agrees that any terms and conditions received by Trapeze at any time from the Client including, but not limited to, Purchase Order terms and conditions, are for administrative purposes only and shall not amend, alter, supplement, or supersede the terms of the contract between Trapeze and the Client.
For purposes of this Work Order, electronic or PDF signatures shall constitute a valid, binding commitment between Trapeze and the Client.
The Work Order is not accepted until confirmed by Trapeze Software Group, Inc. (Signature follows this page)
Product Total Cost
EAM - Health Check and Upgrade Training Services
$37,356
EAM - Health Check and Upgrade Training Expenses
$5,625
Total
$42,981
5265 Rockwell Drive NE Cedar Rapids, Iowa 52405 US|[email protected] Trapeze Software Group, Inc. City of Santa Monica – Santa Monica Municipal Bus Lines (Big Blue Bus)
Contact Name
Title
Date: Date:
5265 Rockwell Drive NE Cedar Rapids, Iowa 52405 US|[email protected] Attachment 1
Statement of Work
Submitted by:
David Hernandez, Customer Care
Manager
Tel: 647-248-2783
[email protected]
m
City of Santa Monica – Santa Monica Municipal Bus Lines (“Big Blue Bus”)
Health Check and Upgrade Training Services
Statement of Work
March 5, 2025
www.trapezegroup.com Confidential – Not to be Disclosed Table of Contents Table of Contents
Section 1: Introduction ....................................................................................1 Section 2: Project Methodology Overview.............................................................1 Section 2.1: Project Kick-Off .....................................................................................................1 Section 2.2: Health Check Services..............................................................................................1 Section 2.3: EAM Upgrade Training ..............................................................................................2 Section 3: Responsibilities ................................................................................3 Section 4: Project Duration...............................................................................3 Section 5: Professional Services Personnel............................................................3 Section 6: Project Assumptions ..........................................................................5 Section 7: Exhibit A-1: Project Budget .................................................................5 Section 7.1: Baseline Services....................................................................................................5 www.trapezegroup.com Confidential – Not to be Disclosed Introduction l Page 1 Section 1: Introduction
Big Blue Bus has requested Trapeze to perform an EAM Health Check and Upgrade Training Services. The Health Check will review their current operational use of EAM and provide recommendations to optimize their use of the system. The upgrade training will be performed after Big Blue Bus upgrades from v22 to the latest version of EAM and focus on training for new features available in the upgraded version. The health check will be performed prior to the upgrade training. Big Blue Bus must be upgraded to the latest version in their test environment prior to the upgrade training being conducted.
The purpose of this document is to provide Big Blue Bus with a quote and statement of work for services to be delivered. This document outlines the project services to be provided by Trapeze, as well as the support required from Big Blue Bus staff and resources.
Section 2: Project Methodology Overview
Section 2.1: Project Kick-Off
Trapeze will conduct a remote project kick-off meeting. The objective of the project kick-off meeting is to introduce the team, review requirements, project scope, roles and responsibilities, key risks, and the preliminary project schedule.
After the meeting, Trapeze will revise the project tasks associated with the EAM health check and upgrade training and will be responsible for updating and maintaining the project schedule as necessary. Trapeze will provide the revised schedule to the Big Blue Bus project manager.
Section 2.2: Health Check Services
Trapeze and Big Blue Bus will hold a remote project kick-off meeting to align stakeholders on project scope and timelines, as well as review roles, responsibilities, key risks, and preliminary project schedule. Project teams from both Trapeze and Big Blue Bus are expected to attend the kick-off meeting. The health check will focus on the following areas:
Parts Management
Warranties
Inventory Tracking
MobileFocus Work Orders
State of Good Repair
Trapeze will provide a resource for up to three (3) days on-site to perform a health check to assess Big Blue Bus current use of the Trapeze EAM software. The health check will focus on current software usage while considering best practices and feature adoption. www.trapezegroup.com Confidential – Not to be Disclosed Project Methodology Overview l Page 2 The health check agenda will be discussed and agreed upon between Trapeze and Big Blue Bus prior to the on-site trip. Trapeze will conduct on-site interviews with several identified key Big Blue Bus, stakeholders and discuss the current use of the EAM system, to understand the staff’s short-, medium-, and long-range goals. Trapeze will use the interviews to gauge the reported use of EAM to meet these goals.
Trapeze will also meet with other representatives from Big Blue Bus organization to discuss and review their use of the EAM Software. Trapeze will facilitate discussions focused on business practices and coding conventions within EAM and address both asset management and technical (or system) issues.
Health Check Report
A final written report will be prepared remotely and will summarize all activities performed while on-site, as well as any system/configuration changes that were applied. Additional recommendations to improve the EAM system performance with respect to goals and best practices will also be included and will provide suggestions on estimated timelines required to bring Big Blue Bus’s EAM system to an optimal configuration. Trapeze will provide the report within ten (10) business days after the on-site trip is completed. Big Blue Bus will be responsible for tracking and actioning all recommendations and suggested next steps.
Implementation of recommendations is not covered under this scope of work. Big Blue Bus may request Trapeze to provide a quote for services through the change order process.
Should any product defects be identified during the health check, they will be addressed through Trapeze’s long-term maintenance program. Support with executing any recommendations or suggested next steps will not be covered under this engagement or by the standard maintenance program, however, these items can be addressed via a new scope of work.
Big Blue Bus will have the opportunity to review the report and inform Trapeze of the recommendations they want assistance with implementing based on estimated operational impact/benefits, cost, and effort. Following the selection of the recommendations, Trapeze will work with Big Blue Bus to document any services to be provided in an associated statement of work. Prior to the delivery of the final report, Trapeze will schedule a meeting with Big Blue Bus SMEs to review the recommendations.
Section 2.3: EAM Upgrade Training
Big Blue Bus is upgrading their current instance of EAM from version 22 to the current version.
Trapeze will provide training on the new features of EAM. Big Blue Bus must be upgraded to the latest version in the test environment prior to the training being conducted.
Trapeze will hold onsite upgrading training for up to three and a half (3.5) days, with up to one (1) resource. The training is to address new features in the upgraded version and focus on the below areas, however, specific topics will be agreed upon during the project kickoff meeting.
www.trapezegroup.com Confidential – Not to be Disclosed Responsibilities l Page 3 Supervisor Training
Technician Training – including MobileFocus
Material Management and Inventory Control
Warranty Processing
State of Good Repair
Each training class will be held for a maximum of ten (10) trainees. Big Blue Bus is responsible for providing a classroom to conduct the training, and each trainee have access to a laptop or computer throughout the training.
Section 3: Responsibilities
Activity Trapeze
Responsibilities Big Blue Bus Responsibilities
Health Check
Perform on-site
health check
sessions
Prepare and finalize
Health Check Report
Review report with
Big Blue Bus
Highlight existing knowledge gaps and
identify current challenges
Ensure SMEs are available and attend
solution health check sessions
Discuss and review findings in Health
Check Report
Upgrade Training
Provide training
services on topics
agreed upon with
Big Blue Bus
Ensure trainees attend and participate in
training activities
Provide classroom and individual
computers/laptops for trainees
Section 4: Project Duration
This project is expected to be completed within two (2) months from the scheduled project kick off. Following contract execution, a mobilization period of up to forty-five (45) days may be required to kick off the project and align all resources Trapeze will work to minimize this mobilization period through proactive planning with Big Blue Bus.
If the length of the project exceeds the project duration, either due to either party delays, a change order may be required to fund the extension.
Section 5: Professional Services Personnel
To ensure successful completion of this project, Trapeze will utilize the following professional services personnel:
www.trapezegroup.com Confidential – Not to be Disclosed Professional Services Personnel l Page 4 Implementation Consultant(s): The primary technical point(s) of contact supporting the training of the Software.
www.trapezegroup.com Confidential – Not to be Disclosed Project Assumptions l Page 5 Section 6: Project Assumptions
1. This project is a fixed fee engagement.
2. A mobilization period of up to forty-five (45) days may be required to kick-off the project and align all resources. Trapeze will work to minimize this mobilization period through proactive planning with Big Blue Bus
3. Services have not been included for the configuration of any environments.
4. All Software will take advantage of the existing Trapeze infrastructure, data sources unless otherwise stated.
5. It is expected that Big Blue Bus subject matter experts will be readily available for the on-site health check, general consulting, and training sessions.
6. Big Blue Bus must be upgraded from v22 to the latest EAM version, in their test environment prior to the upgrade training being conducted.
7. Expenses assume a minimum of two weeks' notice is provided by Big Blue Bus to Trapeze in advance of any on-site trip being scheduled. Expenses are subject to additional charges if insufficient notice is provided.
a. The delivery of on-site services is conditional on the guidance of the latest travel and health advisories issued by relevant authorities, as well as appropriate workplace safety precautions being implemented at Big Blue Bus.
Trapeze and Big Blue Bus may opt to exercise alternate remote options if onsite services are not feasible. b. In the event of travel restrictions due to COVID-19 (or alike situation) Trapeze and Big Blue Bus will work together to progress the project remotely and agree upon a revised timeline. This change would not impact the cost of the project.
8. Pricing is valid until June 30, 2025.
Section 7: Exhibit A-1: Project Budget
Section 7.1: Baseline Services
The following project budget includes all services required for the baseline project as outlined in this statement of work:
Item Description Cost (USD)
1 Health Check and Upgrade Training Services $37,356
2 Health Check and Upgrade Training Expenses $5,625
Total $42,981
www.trapezegroup.com Confidential – Not to be Disclosed Exhibit A-1: Project Budget l Page 6 Payment Milestones
The below payment milestones shall be followed throughout the project.
Milestone Description Acceptance Criteria % of Contract Value 1 Health Check Services Delivery of Health Check Report 50% of Services and Expenses
2 Upgrade Training Services Completion of Upgrade Training 50% of Services and Expenses
www.trapezegroup.com Confidential – Not to be Disclosed Exhibit A-1: Project Budget l Page 7 Thank you for taking the
time to review this
proposal. Please reach out
to us with any questions or
comments. Your feedback
is always appreciated.
Here for the journey is more than our
tagline – It’s our commitment to you.
Our value is in our ability to address
your needs and please your riders. We
always strive to do both.