Staff Report — Simi Valley City Council, August 4, 2025

CITY OF SIMI VALLEY

MEMORANDUM
A
ugust 4, 2025
T
O: City Council
Board of Directors, Ventura County Waterworks District No. 8 F
ROM: Department of Administrative Services
S
UBJECT: AWARD A CONTRACT TO DATA TRANSFER SOLUTIONS, LLC, FOR AN

ENTERPRISE ASSET MANAGEMENT AND WORK ORDER SYSTEM
FOR THE CITY’S PUBLIC WORKS DEPARTMENT, AND

AUTHORIZATION FOR THE CITY /DISTRICT MANAGER TO APPROVE

RELATED PROJECT CHANGES AND PURCHASES AS NEEDED

STAFF RECOMMENDATION
I
t is recommended that the City Council/Board of Directors:

1. A
ward a contract to Data Transfer Solutions , LLC, (page 5) in the amount of $1,124,484 to provide software, professional services, and support for an enterprise asset management and work order system, and authorize the City/District Manager to enter into agreements with Data Transfer Solutions, LLC as necessary.

2. A
uthorize the City /District Manager to enter into agreements, within existing approval levels, with third parties for products or services necessary for the successful completion of the project by an amount not to exceed $557,856.

BACKGROUND AND OVERVIEW
T
he City of Simi Valley has been modernizing its systems to improve operational efficiency, transparency, and data management. The proposed e nterprise asset management (EAM) system will enhance customer service, reduce manual processes, increase productivity, and streamline internal operations by automating routine tasks. It will also reduce paper -based workflows, leverage modern technology, and improve transparency and reporting capabilities, which will provide residents with greater visibility into work orders related to public assets.

C
urrently, the Public Works Department uses outdated, disjointed systems, some over 20 years old, to track work orders and manage assets. Many processes remain paper - based and manually intensive, underscoring the need for system modernization and automation. Upgrading to an EAM system will simplify how the City tracks, responds to , and maintains public assets within the Public W orks divisions, including: Traffic, Streets and Roads, Building Maintenance, Fleet Maintenance (including Transit), Landscaping, Waterworks, and Sanitation.

T
he EAM system will be the City’s largest operational platform based on daily active users, supporting over 140 staff members who manage more than 12,000 work orders

AGENDA I

TEM NO.

Consent (5)
2 annually as part of their core j ob functions. As the primary platform for Public Works operations, it will streamline workflows across divisions and help manage a Citywide portfolio of more than 130,000 assets, including City buildings , landscape, traffic signals/lights, water distribution, wastewater treatment, signs, and streets and roads.

By centralizing these functions, the system will enhance efficiency, strengthen asset management, and improve service delivery. It will also streamline business processes, reduce staff training time, and improve public visibility, transparency, and accountability.

Management will benefit from better tools for financial planning, while residents will be able to submit service requests , such as streetlight outages, potholes, fallen trees, or water leaks, through a mobile app or web portal. The system is fully web-enabled, mobile- friendly, and includes dedicated apps for both the public and City staff.

Information Services collaborat ed with each Public Works division to identify and document over 1,100 features , functions, and City-specific requirements, which were included in a request for proposal (RFP) . Five vendors submitted responses : Data Transfer Solutions LLC, Central Square, EMA, OpenGov, and Tyler Technologies.

The proposals were evaluated, and three vendors were invited to perform demonstrations: Data Transfer Solutions, LLC, Tyler Technologies, and Central Square.

Based on the demonstrations, additional due diligence was conducted on Data Transfer Solutions, LLC. Further questions were asked, demonstrations performed, and references were checked to validate vendor performance and whether other Data Transfer Solutions, LLC customers were satisfied.

Implementation is expected to take 18- 24 months. The system's functionality will be utilized as it is configured during the implementation process. The first work order types are expected to be available within six months of project start.

A project of this size and complexity requires hardware, software, and professional services from more than one vendor. There are two major software components of this system: an asset management/work order system and a resident-facing request system.

The proposed EAM system will be from Data Transfer Solutions , LLC, and a resident - facing request system will be provided by Tyler Technologies. The City will also utilize professional services from Infinity Technologies for the GIS integration and related work on the EAM system. The system will be hosted on-premises and require hardware, tablets, cellular data services, and other third-party components.

Investment
Items Component Cost
Data Transfer
Solutions, LLC.

EAM Software &
Subcontractor Professional Services
$ 1,124,484
Tyler Technologies Enterprise Service Request $94,856 Infinity Technologies GIS Professional Services $43,000 Various infrastructure
items
Server Hardware, Operating Systems,
Databases, Bar Code Scanners
$100,000
Mobile Devices Tablets, iPads, and Mobile Data Services $320,000 Total: $1,682,340

3 On December 12, 2007, the City Council /Board of Directors approved a project for $5,950,000 to upgrade legacy systems for planning, building, and safety, fiscal, HR, payroll, utility billing, and asset work order management. During implementation, Public Works staff identified critical functionality gaps in the asset and work order management modules. As a result, these modules were never purchased. A balance of $2,063, 000 remains within the project, of which $1,682,340 has been reallocated toward the new EAM system; as such, no funds are being requested for this project.

FINDINGS AND ALTERNATIVES

The following alternatives are available:

1. Award a contract to Data Transfer Solutions , LLC., for $1,124,484 to provide software, professional services, and support for an enterprise asset management system and authorize the City/District Manager to enter into agreements with Data Transfer Solutions, LLC, as necessary.

2. Authorize the City/District Manager to enter into agreements , within existing approval levels, with third parties for products or services necessary for the successful completion of the project by an amount not to exceed $557,856.

3. Provide staff with further direction.

Staff recommends Alternative Nos. 1 and 2.

SUGGESTED CITY COUNCIL MOTION

I move to award a contract to Data Transfer Solutions LLC. (page 5) in the amount of $1,124,484 to provide software, hardware, and professional services for an e nterprise asset management system and authorize the City /District Manager to enter into agreements with Data Transfer Solutions, LLC as necessary.

Authorize the City/District Manager to enter into agreements, within existing approval levels, with third-party vendors for products or services necessary for the successful completion of the project by an amount not to exceed $557,856.

SUMMARY

Following a rigorous selection process , City Staff is recommending that the City of Simi Valley enter a contract with Data Transfer Solutions, LLC, for the City’s new enterprise asset management (EAM) system and integrate it with Tyler Technologies ’ Enterprise Service Request portal for public request management. The integration of these systems will enhance efficiency, transparency, and data management across Public Works, improving operational workflows, financial decision-making, and service response times.

Currently, the Public Works Department uses outdated, disjointed systems, some over 20 years old, to track work orders and manage assets. Many processes remain paper - based and manually intensive, underscoring the need for system modernization and automation. Upgrading to an EAM system will simplify how the City tracks, responds to , and maintains public assets within the Public W orks divisions, including: Traffic, Streets and Roads, Building Maintenance, Fleet Maintenance (including Transit), Landscaping, Waterworks, and Sanitation.

4 The EAM system will be the City’s largest operational platform based on daily active users, supporting over 140 staff members who manage more than 12,000 work orders annually as part of their core j ob functions. As the primary platform for Public Works operations, it will streamline workflows across divisions and help manage a Citywide portfolio of more than 130,000 assets , including City buildings , landscape, traffic signals/lights, water distribution, wastewater treatment, and streets and roads.

_________________________________
Carolyn Johnson
Administrative Services Director

Prepared by: Sheida Nasiry, Enterprise Systems Analyst

INDEX Page

Agreement - Data Transfer Solutions, LLC ...................................... 5

MASTER SERVICES AGREEMENT BETWEEN
THE CITY OF SIMI VALLEY, VENTURA COUNTY WATERWORKS DISTRICT NO. 8 AND

DATA TRANSFER SOLUTIONS, LLC
T
his AGREEMENT is entered into this 4th day of August 2025, (“Effective Date”) by and between the CITY OF SIMI VALLEY, a municipal corporation and general law city (“CITY”), VENTURA COUNTY WATERWORKS DISTRICT NO. 8 (“DISTRICT”), and Data Transfer Solutions, LLC, a Florida limited liability company (“CONSULTANT”), each a “Party”, collectively “Parties”.

1. SCOPE OF SERVICES.

A. C
ONSULTANT agrees to perform the services and provide the products listed in Exhibit “A”, Scope of Services and its Appendices 1 through 3, all of which are attached hereto and incorporated herein.

B. C
ONSULTANT will, in a professional manner, furnish all of the labor, technical, administrative, professional and other personnel, all supplies and materials, equipment, printing, vehicles, transportation, office space and facilities, and all tests, testing and analyses, calculation, and all other means whatsoever, except as herein otherwise expressly specified to be furnished by CITY/DISTRICT, necessary or proper to perform and complete the work and provide the professional services required of CONSULTANT by this Agreement.

2. CO
MPENSATION AND PAYMENT.

A. Not to Exceed Amount. The total compensation payable to CONSULTANT by the CITY/DISTRICT for the services and products provided under this Agreement and its accompanying Exhibits, will not exceed $1,124,484 (the “Not-To-Exceed Amount”) over the term of this Agreement, which amount includes a 15% contingency for Project One-Time Services Costs. Associated fees for the services and products including the Project One-Time Services Costs are set forth in Exhibit “B”, Schedule of Fees.

B. License Fees for the Software. Unless otherwise specified in the Exhibit “B”, Schedule of Fees, License Fees are a one-time cost and are due five (5) days after the Effective Date of this Agreement.

C. Payment and Invoicing.
i. CITY/DISTRICT agrees to pay all fees, costs and other amounts as specified in Exhibit “B” Schedule of Fees. All fees are exclusive of applicable state, local, and federal taxes, which, if any, will be included in the invoice.
ii. Compensation shall be earned progressively as work is performed. All fees will be invoiced as contained in Exhibit “B”, Schedule of Fees. 5 iii. Late payments hereunder will accrue interest at a rate of 1.5% per month, or the highest rate allowed by applicable law, whichever is lower.

iv. If any federal, state, local or foreign sales, use, property, value-added, excise or gross receipts taxes or any other taxes or other governmental charges of any kind (other than CONSULTANT’s income taxes) are imposed or are otherwise payable with respect to any access to or use of the VUEWorks Software or any license, software, hardware or other goods or Implementation, Training, support, or other Professional Services provided under the Agreement, then such taxes and other charges shall be billed to and paid by CITY/DISTRICT . If CITY/DISTRICT is exempt from payment of any taxes,
CITY/DISTRICT is responsible for providing CONSULTANT with a valid tax exemption or direct pay certificate for same; otherwise, CITY/DISTRICT remains responsible for all such taxes and other governmental charges.

3. ADDITIONAL WORK.

A. CITY’s/DISTRICT’s City Manager/District Manager (“Manager”) may determine, at the Manager’s sole discretion, that CONSULTANT must perform additional work (“Additional Work”) to complete the Scope of Services. If Additional Work is needed, the Manager will give written authorization to CONSULTANT to perform such Additional Work.

B. If CONSULTANT believes Additional Work is needed to complete the Scope of Services, CONSULTANT will provide the City /District Manager, or designee, with written notification that contains a specific description of the proposed Additional Work, reasons for such Additional Work, and a detailed proposal regarding cost for CITY/DISTRICT’s consideration.

C. Payments over the Not to Exceed Amount in Section 2A. for Additional Work must be approved by CITY/DISTRICT, as provided in Title 2, Chapter 9 of CITY’S municipal code.

4. PERFORMANCE STANDARDS.

While performing this Agreement, CONSULTANT will use the appropriate generally accepted professional standards of practice existing at the time of performance utilized by persons engaged in providing similar services. CITY/DISTRICT will continuously monitor CONSULTANT’s services. CONSULTANT will adhere to Exhibit “C” Support Services terms as part of the professional services and support provided under this Agreement. Costs associated with curing the deficiencies will be borne by CONSULTANT.

5. TERM.

The term of this Agreement is ten (10) years from the Effective Date, after which time it will expire.
6 6. NON-APPROPRIATION OF FUNDS.

Payments due and payable to CONSULTANT for current services are within the current budget and within an available, unexhausted and unencumbered appropriation of the CITY/DISTRICT. In the event the CITY/DISTRICT has not appropriated sufficient funds for payment of CONSULTANT beyond the current fiscal year, this Agreement will cover only those costs incurred up to the conclusion of the current fiscal year.

7. FAMILIARITY WITH WORK.

A. By executing this Agreement, CONSULTANT agrees that it has:

i. Carefully investigated and considered the scope of services to be performed;

ii. Carefully considered how the services should be performed; and

iii. Understands the facilities, difficulties, and restrictions attending performance of the services under this Agreement.

B. If services involve work upon any CITY/DISTRICT real property site, CONSULTANT agrees that CONSULTANT has or will investigate the site and is or will be fully acquainted with the conditions there existing, before commencing the services hereunder. Should CONSULTANT discover any latent or unknown conditions that may materially affect the performance of the services, CONSULTANT will immediately inform CITY/DISTRICT of such fact and will not proceed except at CONSULTANT’s own risk until written instructions are received from CITY/DISTRICT.

8. “SELF-HELP” AND “MALICIOUS” CODES PROHIBITED.

A. CONSULTANT understands and agrees that CONSULTANT’s use of any “self- help” or “malicious” codes, as defined by this Section, is prohibited and constitutes an “unfair business practice” as defined by California law.

Notwithstanding any other provision of this Agreement that limits CONSULTANT’s liability, CONSULTANT will be fully liable for all penalties and damages arising from use of a self-help or malicious code.

B. “Self-help code” means any back-door, time-bomb, drop-dead, time-out, lock- up, slow-down, data freezing, logic bombs, or other software routine, code, devices, techniques intended to disable, slow, prevent operation of, or otherwise interfere with or change any operation of any computer system, software or other property automatically with the passage of time or under the prior instruction, triggering event or control of someone other than CITY/DISTRICT.

C. “Malicious Code” means any virus, “spyware,” “Trojan horse,” “worm,” “Easter egg,” “cancelbot,” “trapdoor,” or other unapproved or malicious software routine, code, command, device, technique, or instruction or other 7 contaminant intended to:

i. Permit unauthorized access to, detection of, modification of, or monitoring of any code, system, or data;

ii. Alter, supplement, disable, erase, limit, threaten, infect, assault, vandalize, defraud, disrupt, damage, disable, shut down or delete, threaten, slow or otherwise inhibit the functioning of, or otherwise harm any of the code, documentation or data or any computer system, software or other property;

iii. Render any data irretrievable, modified, or disrupted so as to be unreliable in any regard;

iv. Perform any other unauthorized action, or prevent, limit, condition or inhibit performance of authorized actions or any function including, without limitation, to its security or end user data.

9. SECURITY RULES.

A. CONSULTANT will adhere to and provide proof of attestation to the Institute of Standards and Technology (NIST) in accordance with NIST Special Publication 800-218, specifically concerning Secure Software Development Attestation, in addition to CONSULTANT’S duties under Section 7. of this Agreement.

B. Disclosure of Security Breach. CONSULTANT is advised of the requirements of the California Civil Code, section 1798.29, requiring notification to any resident of California in the event of breach of the security of a system that includes computerized personal information. CONSULTANT agrees to notify CITY/DISTRICT in accordance with applicable data breach laws immediately, upon the occurrence of any breach in the security of Data that may potentially trigger the need for security breach notifications pursuant to California Civil Code section 1798.29 or other applicable law. CONSULTANT agrees that CITY/DISTRICT will control the timing and content of any required security breach notification, and CONSULTANT agrees to fully pay or reimburse CITY/DISTRICT for the costs of providing any security breach notification resulting from CONSULTANT’S negligence or willful misconduct, required by California Civil Code, section 1798.29, or applicable law, resulting from any security breach, and CONSULTANT’S responsibility for the costs of providing such security breach notifications is not limited by any limitations of liability in this Agreement.

C. Any remote access method utilized by CONSULTANT for CITY/DISTRICT - related activities must be approved by the CITY/DISTRICT Manager or her designee prior to the start of the project or service under this Agreement.

D. CITY/DISTRICT: i) is solely responsible for all of CITY/DISTRICT ’S users’ compliance with the Agreement and will comply and cause its users to comply with all applicable laws in their conduct of their business and their use of the VUEWorks
8 Software; ii) is solely responsible for the accuracy, integrity, and legality of CITY/DISTRICT Data and of the means by which it acquires and enters CITY/DISTRICT Data; iii) will use the VUEWorks Software only in accordance with all documentation provided with the VUEWorks Software and all applicable laws and regulations; and iv) will notify CONSULTANT immediately of any unauthorized use of any password, account, c opying or access to the VUEWorks Software. Any failure of CITY/DISTRICT’S users to comply with the terms of this Agreement will constitute a material breach of this Agreement by CITY/DISTRICT . CITY/DISTRICT will maintain industry standard organizational and technical security safeguards for data accessed, stored, collected, provided or processed by CITY/DISTRICT’S users through the VUEWorks Software.

E. CITY/DISTRICT will not permit its authorized users to, directly or indirectly: i) send or store spam, unlawful, infringing, obscene, or libelous material, or Malicious Code through the VUEWorks Software; ii) sublicense, resell, rent, lease, distribute, market, provide service bureau services or other software services to third parties using or based upon the VUEWorks Software, or commercialize or otherwise transfer or provide rights with respect to, or access to or usage of the VUEWorks Software; iii) remov e or alter any copyright, trademark or proprietary notice in the VUEWorks Software; iv) reverse engineer, decompile, disassemble or modify the VUEWorks Software or any component thereof or attempt to derive or otherwise obtain the source code for the VUEWorks Software; v) copy any ideas, features, functions or graphics of the VUEWorks Software or create a product or service using the same or similar ideas, features, functions or graphics as those in the VUEWorks Software, or otherwise use the VUEWorks Software or any CONSULTANT Confidential Information for purposes of creating a substitute or otherwise competing product or service; vi) conduct automated functionality tests or load tests on the VUEWorks Software; vii) create Internet links to the VUEWorks Software; or viii) "frame," “fork” or "mirror" any part of the VUEWorks Software on any other device. CONSULTANT may terminate this Agreement immediately if CITY/DISTRICT or its authorized users violate Section 8C. “Malicious Code” means viruses, worms, time bombs, Trojan horses and other harmful or malicious code, files, scripts, agents, or programs.

10. PRIVACY RULES.

A. CONSULTANT will comply with all applicable privacy laws and regulations, including but not limited to the General Data Protection Regulation (GDPR) or the California Consumer Privacy Act (CCPA), regarding the handling and disclosure of data.

B. Each party acknowledges that it will have access to certain confidential information of the other party concerning the other party’s business, plans, customers, technology, products and services, and including the terms and conditions of this Agreement (collectively, “Confidential Information”). For avoidance of doubt, any non- public information regarding the VUEWorks Software and software services and technology, know-how, trade secrets and proprietary information used and/or embodied therein, and any analytics or 9 work product created by CONSULTANT resulting therefrom is deemed Confidential Information belonging to CONSULTANT. Each party will not use in any way, for its own account or the account of any third party, except as expressly permitted by this Agreement, nor disclose the other party’s Confidential Information to any third party (except as required by law or to that party’s employees, Consultant s, agents, users, attorneys, accountants and other advisors as reasonably necessary) without the prior written consent of the other party, and will take reasonable precautions to protect the confidentiality of such Confidential Information, using the same degree of care that it uses to protect its own information of similar importance, but will in any case use no less than a reasonable degree of care to protect Confidential Information. The employees of a party that receive disclosure of the other party’s Confidential Information will only receive same in the normal course of the applicable party’s business and only on a need- to-know basis; provided; each such employee must either have agreed in writing to comply with confidentiality obligations no less restrictive than those set forth herein or must be bound by a recognized professional ethical duty of confidentiality that would prohibit disclosure of such Confidential Information. If disclosure is required by law, statute, rule, regulation, or regulatory or administrative body (including any subpoena or other similar form of process), the party to which the request for disclosure is made will (to the extent permissible by law) provide the other party with prior prompt written notice thereof and, if practicable under the circumstances, allow the other party to seek a restraining order or other appropriate relief. The party required to make such disclosure will cooperate with the efforts of the other party in obtaining such relief. If such relief cannot be obtained, the party required to disclose the Confidential Information will cooperate with the other party’s efforts to obtain reasonable assurances that confidential treatment will be accorded to the information so disclosed.

C. Information will not be deemed Confidential Information if such information: i) is known to the receiving party prior to receipt from the disclosing party directly or indirectly from a source other than one having an obligation of confidentiality to the disclosing party; ii) becomes known (independently of disclosure by the disclosing party) to the receiving party directly or indirectly from a source other than one having an obligation of confidentiality to the disclosing party; iii) becomes publicly known or otherwise ceases to be secret or confidential, except through a breach of this Agreement by the receiving party; or iv) is independently developed by the receiving party without use of the disclosing party’s Confidential Information.

11. PROPRIETARY RIGHTS.

A. CONSULTANT’s Intellectual Property. CONSULTANT and/or its licensors own the “CONSULTANT Intellectual Property” (as defined below) in and to the VUEWorks Software and the services and the software and technology used and/or embodied therein, and, in each case, any modifications, enhancements or improvements thereto created by or for CONSULTANT.

This Agreement does not convey or transfer any ownership rights in any 10 CONSULTANT Intellectual Property or any software or technology used and/or embodied in the Services. The CONSULTANT name, logo, and trade names are trademarks of CONSULTANT and no right is granted to use them except as expressly granted herein. CONSULTANT reserves all rights, title, and interest in and to the Services, including, without limitation, all software (including object code and source code), algorithms, databases, inventions, works of authorship, trade secrets and other CONSULTANT Intellectual Property. “CONSULTANT Intellectual Property” means any patents and patent applications, copyrights, trademarks, service marks and any applications or registrations for same, trade names, domain name rights, trade secret rights, and all other intellectual property rights with respect to CONSULTANT products, services, software or other works of authorship and/or other CONSULTANT assets. CITY/DISTRICT acknowledges and agrees that, except for the access and usage authorization provided by CONSULTANT to CITY/DISTRICT with respect to the VUEWorks Software specified in Exhibit “B” Schedule of Fees, will not acquire or otherwise have any right, title or interest in and to any of the VUEWorks Software or any other software or other work of authorship, invention, concept, process, trade secret, proprietary information, trademark, service mark or other intellectual property or work product developed by CONSULTANT independently or by CONSULTANT with CITY/DISTRICT ’S input (“CONSULTANT Work Product”). Under no circumstances will the disclosure of any such CONSULTANT Work Product or delivery of any copy of any CONSULTANT Work Product by CONSULTANT to CITY/DISTRICT be construed as a transfer of title to that copy or a transfer of any right, title or interest in such CONSULTANT Work Product, except for the usage authorization granted to CITY/DISTRICT as set forth in the Agreement. CITY/DISTRICT is not authorized to, and will not undertake, to create any system, service, product, software or other work of authorship, invention, concept, process, trade secret, proprietary information or other intellectual property based upon, copying or otherwise including or using functions, features, style, form or other elements of the VUEWorks Software or other CONSULTANT Intellectual Property. To the extent that, notwithstanding the foregoing, CITY/DISTRICT employees or Consultants conceive of, develop or otherwise create, whether separately or jointly with CONSULTANT, any such software or other work of authorship, invention, concept, process, trade secret, proprietary information, data, or other intellectual property, or work product based upon, copying or otherwise including or using functions, features, style, form or other elements of the VUEWorks Software or other CONSULTANT Intellectual Property (“CITY/DISTRICT Work Product”) then CITY/DISTRICT assigns to CONSULTANT all rights, title and interests with respect to such CITY/DISTRICT Work Product, and, to the extent necessary for CITY/DISTRICT to use the VUEWorks Software as contemplated hereunder, such CITY/DISTRICT Work Product will be deemed to be part of the VUEWorks Software or other CONSULTANT software provided for use as a service to CITY/DISTRICT subject to the terms and conditions of the Agreement. It is recognized and understood that CONSULTANT may develop new software or modify its existing software based upon the suggestions and recommendations provided by CITY/DISTRICT, and that except as otherwise expressly agreed to by CONSULTANT in writing signed by a duly authorized officer of CONSULTANT, CITY/DISTRICT will have no right, claim or 11 interest in such new or modified software developed by CONSULTANT.

B. CITY/DISTRICT Data; License of CITY/DISTRICT Data for Analytical Purposes; Ownership of Analytics Data. CITY/DISTRICT shall own the intellectual property rights, if any, in and to CITY/DISTRICT Data, which includes CITY/DISTRICT employee personal data (as defined below).

CITY/DISTRICT hereby grants to CONSULTANT a non-exclusive, worldwide, royalty-free right and license to receive, retrieve, process, administer, transmit and otherwise use any CITY/DISTRICT Data or content as necessary to provide the VUEWorks Software in accordance with the Agreement or as required by court order, applicable law or other legal requirement.

CITY/DISTRICT’S employees are required to agree to and consent to said Privacy Policy as a condition to their use of the VUEWorks Software.

CONSULTANT shall own and have the right to gather, retrieve, compile, store, retain, use, sell, license, transfer or otherwise exploit all information that is not personal data for research, quality control, product development and refinement, commercial and other purposes as determined by CONSULTANT without a duty to account to or obtain consent from CITY/DISTRICT or CITY/DISTRICT’S authorized users or any third party. CONSULTANT may use such information as may be reasonably necessary in connection with performing, providing, developing, enhancing, supporting, and maintaining the Services; and (ii) in connection with the creation of any information or data derived from use of the VUEWorks Software (including, without limitation, metrics and analytics related to such use), which does not identify a specific person, including as may be required to develop, deliver and provide ongoing innovation to the VUEWorks Software. CONSULTANT shall own all intellectual property rights with respect to any analytics and analytical data, work of authorship or other work product created or otherwise acquired based on analysis of CITY/DISTRICT Data by CONSULTANT or its Consultants.

C. Suggestions from CITY/DISTRICT. CITY/DISTRICT grants to CONSULTANT an irrevocable, perpetual, worldwide, royalty-free, fully paid transferable and sublicensable license and right to use, copy, modify, make derivative works based upon, distribute or otherwise exploit, including by incorporating into the VUEWorks Software any suggestions, enhancement requests, recommendations or other feedback provided by CITY/DISTRICT, including CITY/DISTRICT’S authorized users, relating to the VUEWorks Software, and will exclusively own all intellectual property right s in and to all software, technology, inventions, works of authorship and other developments created by CONSULTANT based on same.

12. REPRESENTATIONS.

A. Mutual Representations. Each party represents to the other party that it has all necessary power, right and authority to enter into this Agreement and perform its obligations hereunder, and that its entering into this Agreement does not violate the terms of any agreement between it and any third party, product created or otherwise acquired based on analysis of CITY/DISTRICT Data by CONSULTANT or its Consultants.

12 B. CITY/DISTRICT Representations. CITY/DISTRICT represents and covenants to CONSULTANT that: i) CITY/DISTRICT owns all right, title and interest in and to, and/or has full and sufficient authority to use and provide access to CONSULTANT to all CITY/DISTRICT systems, software, materials or data furnished by CITY/DISTRICT or its authorized users as contemplated for the provision of the Scope of Services; ii) CITY/DISTRICT will procure, and comply with the terms and conditions of, any licensing or other agreements which govern the use of any third party software, data or other materials or intellectual property used in or forming part of the CITY/DISTRICT systems, software, materials or data; iii) CITY/DISTRICT has or will obtain all necessary consents, permissions, clearances, authorizations and waivers (including any of the foregoing required from its employees and other authorized users) for the access to and use of the CITY/DISTRICT’S systems, software, materials and data as contemplated hereunder, including all of the foregoing required to transfer and use data from CITY/DISTRICT and/or or its authorized users’ or other systems to and from CONSULTANT systems in connection with providing the VUEWorks Software and all consents, permissions and authorizations; and iv) CITY/DISTRICT is presently in compliance with, has complied and will comply with all laws, rules, regulations and other legal requirements in the conduct of its business and with respect to CITY/DISTRICT’S use of the VUEWorks Software and CITY/DISTRICT’S systems, software, materials or data. Specifically, but without limitation, CITY/DISTRICT further represents and warrants with respect to all CITY/DISTRICT Data that a) it has obtained all rights, consents, and permissions necessary to input the CITY/DISTRICT Data into the VUEWorks Software and to grant the foregoing rights to CONSULTANT, b) CITY/DISTRICT’S use, copying, displaying, and distribution of the CITY/DISTRICT Data complies with all applicable federal, state, and/or local laws, rules, regulations and/or ordinances and the terms and policies (including terms of use and privacy and security policies) of all websites from which the CITY/DISTRICT Data originated and all websites to which the CITY/DISTRICT Data is copied, distributed, displayed, or published using the VUEWorks Software, and c) the CITY/DISTRICT Data will not include any personally identifiable data of any individual and/or any other data violative of third party rights and/or any applicable law, and/or any data relating to any person under the age of thirteen (13) years.

C. CONSULTANT Representations. CONSULTANT represents that the VUEWorks Software shall substantially conform to the applicable descriptions and specifications for same set forth in the documentation for same and that Implementation Services and other Professional Services that it provides shall be performed in a professional and workmanlike manner.

13. PUBLIC RECORDS ACT.

The Parties acknowledge that CITY/DISTRICT is a public entity and that this Agreement in its entirety including exhibits, is subject to disclosure pursuant to the Public Records Act (Government Code Sections 7920.000 et seq.).

14. SUSPENSION OF SERVICES.

A. CONSULTANT may suspend CITY/DISTRICT ’S access to the VUEWorks Software (in whole or in part) for any of the following reasons:

i. to prevent damages to, or degradation of, the VUEWorks Software or 13 CONSULTANT systems;

ii. to comply with any law, court order, or other governmental request;

iii. if CITY/DISTRICT violates the terms of this Agreement and fails to remedy such breach within the time frame set forth herein; or

B. In the event an invoice remains unpaid for more than forty five (45) days after the date on which payment is due under such invoice.

C. CONSULTANT will provide CITY/DISTRICT with at least sixty (60) days written notice prior any suspension of access to the VUEWorks Software or suspension of any other services under this Agreement. CONSULTANT shall restore access to the VUEWorks Software or other services as the case may be, as soon as the event giving rise to suspension has been resolved to Parties satisfaction. Nothing in this Agreement shall be construed as imposing any obligation or duty on CONSULTANT to monitor CITY/DISTRICT’S use of the VUEWorks Software or the data or other content uploaded by CITY/DISTRICT or its authorized users.

15. TIME FOR PERFORMANCE.

A. CONSULTANT will not perform any work under this Agreement until:

i. CONSULTANT furnishes proof of insurance as required under Section 24 and Exhibit “D” of this Agreement; and

ii. CITY/DISTRICT gives CONSULTANT a written notice to proceed.

B. Should CONSULTANT begin work on any phase in advance of receiving written authorization to proceed, any such professional services are at CONSULTANT’s own risk.

16. CONSISTENCY.

In interpreting this Agreement and resolving any ambiguities, the main body of this Agreement takes precedence over the attached Exhibits; this Agreement supersedes any conflicting provisions.

17. CHANGES.

CITY/DISTRICT may order changes in the services within the general scope of this Agreement, consisting of additions, deletions, or other revisions, and the contract sum and the contract time will be adjusted accordingly. All such changes must be authorized in writing, executed by CONSULTANT and CITY/DISTRICT . The cost or credit to CITY/DISTRICT resulting from changes in the services will be determined in accordance with written agreement between the Parties and in accordance with Section 41. below. 14 18. TAXPAYER IDENTIFICATION NUMBER.

CONSULTANT will provide CITY/DISTRICT with a Taxpayer Identification Number.

19. PERMITS AND LICENSES.

CONSULTANT, at its sole expense, will obtain and maintain during the term of this Agreement, all necessary permits, licenses, and certificates that may be required in connection with the performance of services under this Agreement.

20. TERMINATION.

A. Except as otherwise provided, CITY/DISTRICT may terminate this Agreement at any time with or without cause.

B. CONSULTANT may terminate this Agreement at any time with CITY/DISTRICT’s consent. Notice will be given in writing at least thirty (30) days before the effective termination date.

C. Upon receiving a termination notice, CONSULTANT will immediately cease performance under this Agreement unless otherwise provided in the termination notice. Except as otherwise provided in the termination notice, any additional work performed by CONSULTANT after receiving a termination notice will be performed at CONSULTANT'’ own cost; CITY/DISTRICT will not be obligated to compensate CONSULTANT for such work.

D. Should termination occur, all finished or unfinished documents, data, studies, surveys, drawings, maps, reports and other materials prepared by CONSULTANT will, at CITY/DISTRICT ’s option, become CITY/DISTRICT ’s property, and CONSULTANT will receive just and equitable compensation for any work satisfactorily completed up to the effective date of Notice of Termination, not to exceed the total costs under Section 2.A.

E. Should the Agreement be terminated pursuant to this Section, CITY/DISTRICT may procure on its own terms services similar to those terminated.

F. By executing this document, CONSULTANT waives any and all claims for damages that might otherwise arise from CITY/DISTRICT’s termination under this Section.

21. OWNERSHIP OF DOCUMENTS; EXCEPTIONS; WARRANTY.

A. Except as otherwise provided below, all documents, data, studies, drawings, maps, models, photographs and reports prepared by CONSULTANT(collectively, “Documents”)under this Agreement are CITY/DISTRICT’s property. CONSULTANT may retain copies of such Documents as desired, but will deliver all original materials to CITY/DISTRICT upon CITY/DISTRICT’s written notice. CITY/DISTRICT agrees that use of CONSULTANT ’s completed work product, for purposes other than
identified in this Agreement, or use of incomplete work product, is at CITY/DISTRICT’s own risk.

15 B. CONSULTANT represents that all Documents it drafts and completes pursuant to this Agreement constitutes original work. Specifically, CONSULTANT understands and agrees that use of artificial intelligence (AI) tools including, without limitation, ChatGPT, Mi crosoft’s Bing Chat, Google’s Bard, and Meta’s LLaMA (Large Language Model Meta AI), in the performance of this Agreement does not constitute an original work, i.e., submitting Documents generated by such AI tools to CITY/DISTRICT and representing it as CONSULTANT’s original work constitutes a material breach of this Agreement, constitutes a false claim, and may also violate applicable intellectual property right laws including, without limitation, United States Copyright Law. Accordingly, and notwithstanding any other provision of this Agreement as to ownership, CITY/DISTRICT specifically rejects ownership of such Documents. CONSULTANT is required to indemnify and defend CITY/DISTRICT to the fullest extent allowed by applicable law should it violate this Section.

C. CONSULTANT grants and CITY/DISTRICT herby accepts, solely for its internal use, a worldwide, revocable, non- exclusive, non- transferrable right to use the CONSULTANT’s products and services to the extent allowed in Exhibit “A”, Scope of Services. CITY/DISTRICT may not:

i. Access or use any portion of CONSULTANT products and services, except as expressly allowed by this Agreement or Exhibit placed hereunder;

ii. Disassemble, decompile, or otherwise reverse engineer all or any portion of the CONSULTANT products and services;

iii. Use the CONSULTANT products and services for any unlawful purposes;

iv. Export or allow access to the CONSULTANT products and services in violation of U.S. laws or regulations;

v. Except as expressly permitted in this Agreement, subcontract, disclose, rent, or lease the CONSULTANT products and services, or any portion thereof, for third party use; or

vi. Modify, adapt, or use the CONSULTANT products and services to develop any software application intended for resale which uses the CONSULTANT products and services in whole or in part.

22. PUBLICATION OF DOCUMENTS.

Except as necessary for performance of Services under this Agreement, no copies, sketches, or graphs of materials, including graphic art work, prepared pursuant to this Agreement, will be released by CONSULTANT to any other person or public CITY/DISTRICT without CITY/DISTRICT’s prior written approval. All press releases, including graphic display information to be published in newspapers or magazines, will be approved and distributed solely by CITY/DISTRICT, unless otherwise provided by written agreement between the parties.

16 23. HOLD HARMLESS AND INDEMNIFICATION.

A. To the fullest extent permitted by law, CONSULTANT shall hold harmless, defend, and indemnify the CITY/DISTRICT and its boards, officers, agents, officials, employees and volunteers from and against all claims, damages, losses, and expenses including attorney fees arising out of the performance of the work described herein, caused in whole or in part by any negligent act or omission of the CONSULTANT, and sub Consultant, anyone directly or indirectly employed by any of them, or anyone for whose acts any of them may be liable, except where caused by the sole negligence, or willful misconduct of the CITY/DISTRICT. These defense and indemnity obligations shall survive the termination or completion of this Agreement and are in addition to, and not limited by, the Insurance obligations in the Agreement.

B. Intellectual Property Infringement . Notwithstanding any provision to the contrary, CONSULTANT will, at its own expense, indemnify and defend CITY/DISTRICT against any claim that CONSULTANT’s services or work product furnished under this Agreement infringes a patent or copyright in the United States or Puerto Rico. In such event, CONSULTANT will pay all costs damages and reasonable attorney's fees that a court finally awards as a result of such claim. To qualify for such defense and payment, CITY/DISTRICT must: i) give CONSULTANT prompt written notice of any such claim; and ii) allow CONSULTANT to control, and fully cooperate with CONSULTANT in the defense and all related settlement negotiations. CITY/DISTRICT agrees that if the use of CONSULTANT’s services or work product becomes, or CONSULTANT believes is likely to become, the subject of such an intellectual property claim, CITY/DISTRICT will permit CONSULTANT, at its option and expense, either to secure the right for CITY/DISTRICT to continue using CONSULTANT’s services and work product or to replace it with comparable services and work product.

C. For purposes of this section “ CITY/DISTRICT” includes CITY/DISTRICT’s officers, officials, employees, agents, representatives, and certified volunteers.

D. It is expressly understood and agreed that the foregoing provisions will survive termination of this Agreement.

E. The requirements as to the types and limits of insurance coverage to be maintained by CONSULTANT as required by Section 24, and any approval of said insurance by CITY/DISTRICT, are not intended to and will not in any manner limit or qualify the liabilities and obligations otherwise assumed by CONSULTANT pursuant to this Agreement, including, without limitation, to the provisions concerning indemnification.
17 24. INSURANCE.

CONSULTANT shall, prior to commencing performance hereunder, submit proof of all insurance coverage as required and contained in Exhibit “D”.

25. WARRANTIES AND DISCLAIMERS BY CONSULTANT.

A. EXCEPT AS EXPRESSLY PROVIDED OTHERWISE HEREIN, THE

VUEWORKS SOFTWARE, INCLUDING, WITHOUT LIMITATION, THE

HOSTED SOFTWARE, TECHNICAL SUPPORT, MAINTENANCE, DATA
MAINTENANCE AND ANY OTHER SERVICES ARE PROVIDED “AS IS” AND “AS-AVAILABLE”, WITH ALL FAULTS, AND WITHOUT WARRANTIES OF ANY KIND. CONSULTANT AND ITS VENDORS AND LICENSORS

DISCLAIM ALL OTHER WARRANTIES, EXPRESS AND IMPLIED,

INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF

MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, QUIET

ENJOYMENT, QUALITY OF INFORMATION, AND TITLE/NON -
INFRINGEMENT.

B. CITY/DISTRICT EXPRESSLY AGREES AND ACKNOWLEDGES THAT USE OF VUEWORKS SOFTWARE IS AT CITY/DISTRICT’S SOLE RISK.

NO ORAL OR WRITTEN INFORMATION OR ADVICE GIVEN BY

CONSULTANT OR ITS AUTHORIZED REPRESENTATIVES CREATES

ANY OTHER WARRANTIES OR IN ANY WAY INCREASES THE SCOPE
OF CONSULTANT’S OBLIGATIONS UNDER THIS AGREEMENT.

C. THE VUEWORKS SOFTWARE MAY BE USED TO ACCESS AND

TRANSFER INFORMATION, INCLUDING CONFIDENTIAL INFORMATION, OVER THE INTERNET. CITY/DISTRICT ACKNOWLEDGES AND AGREES

THAT CONSULTANT AND ITS VENDORS AND LICENSORS DO NOT

OPERATE OR CONTROL THE INTERNET AND THAT (A) VIRUSES,

WORMS, TROJAN HORSES, OR OTHER UNDESIRABLE DATA OR
SOFTWARE; OR (B) UNAUTHORIZED THIRD PARTIES (e.g., HACKERS) MAY ATTEMPT TO OBTAIN ACCESS TO AND DAMAGE CITY/DISTRICT’S DATA, WEBSITES, COMPUTERS, OR NETWORKS. CONSULTANT WILL

NOT BE LIABLE FO R ANY SUCH ACTIVITIES NOR WILL SUCH

ACTIVITIES CONSTITUTE A BREACH BY CONSULTANT OF ITS
OBLIGATIONS UNDER THIS AGREEMENT.

D. THE VUEWORKS SOFTWARE (INCLUDING, WITHOUT LIMITATION, THE

HOSTED SOFTWARE) MAY INCLUDE GATEWAYS, LINKS, OR OTHER

FUNCTIONALITY THAT ALLOWS CITY/DISTRICT TO ACCESS THIRD PARTY SERVICES (“THIRD PARTY SERVICES”) AND THIRD PARTY CONTENT AND MATERIALS (“THIRD PARTY MATERIALS”).

CONSULTANT DOES NOT SUPPLY AND IS NOT RESPONSIBLE FOR

ANY THIRD PARTY SERVICES OR THIRD PARTY MATERIALS, WHICH

MAY BE SUBJECT TO THEIR OWN LICENSES, END- USER

AGREEMENTS, PRIVACY AND SECURITY POLICIES, AND TERMS OF USE.
18 E. ALL THIRD PARTY MATERIALS ARE PROVIDED AS- IS, WITHOUT WARRANTIES OF ANY KIND. CONSULTANT MAKES NO WARRANTIES

OF ANY KIND, EXPRESS OR IMPLIED, RELATING TO ANY PRESENT OR

FUTURE METHODOLOGY EMPLOYED IN ITS GATHERING OR

REPRODUCING OF ANY THIRD PARTY MAINTENANCE, DATA
MAINTENANCE AND ANY OTHER SERVICES ARE PROVIDED “AS IS” AND “AS-AVAILABLE,” WITH ALL FAULTS, AND WITHOUT WARRANTIES OF ANY KIND. CONSULTANT AND ITS VENDORS AND LICENSORS

DISCLAIM ALL OTHER WARRANTIES, EXPRESS AND IMPLIED,

INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF

MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, QUIET

ENJOYMENT, QUALITY OF INFORMATION, AND TITLE/NON -
INFRINGEMENT.

F. THE VUEWORKS SOFTWARE MAY NOT BE COMPATIBLE WITH ALL DEVICES, CONNECTION SERVICES, OR SERVICE PLANS. NOT ALL

VUEWORKS SOFTWARE FEATURES ARE AVAILABLE TO ALL
CITY/DISTRICTS OR USERS. AVAILABILITY MAY DEPEND ON A
CITY/DISTRICT’S OR USER’S LOCATION, DEVICE TYPE, SERVICE PLAN, AND OTHER FACTORS OR RESTRICTIONS.

G. INFRINGEMENT. Should the VUEWorks Software and/or any other CONSULTANT software and/or service or use thereof become, or be likely to become in CONSULTANT’s reasonable opinion, the subject of any claim that the same infringes, violates or constitutes a wrongful use of any intellectual property right, CONSULTANT may, at its option: (i) procure for CITY/DISTRICT the right to continue using the potentially infringing materials; (ii) replace or modify the potentially infringing materials to make them non - infringing, but substantially functionally equivalent; or (iii) terminate this Agreement. EXCEPT AS EXPRESSLY PROVIDED

OTHERWISE HEREIN, THE FOREGOING PROVISIONS OF THIS

SECTION STATE THE ENTIRE LIABILITY AND OBLIGATIONS OF

CONSULTANT, AND THE EXCLUSIVE REMEDY OF CITY/DISTRICT ,

WITH RESPECT TO ANY ACTUAL OR ALLEGED INFRINGEMENT OF

ANY PATENT, COPYRIGHT, TRADE SECRET, TRADEMARK OR OTHER

INTELLECTUAL PROPERTY RIGHT BY THE VUEWORKS SOFTWARE
AND ANY OTHER CONSULTANT SOFTWARE AND/OR SERVICE.

H. EXCLUSIONS. CONSULTANT WILL NOT BE LIABLE TO THE

CITY/DISTRICT, ITS EMPLOYEES OR ANY OTHER AUTHORIZED USERS

OR ANY THIRD PARTY FOR ANY LOST REVENUE, LOST PROFITS,

REPLACEMENT GOODS, LOSS OF TECHNOLOGY, RIGHTS OR

SERVICES, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, INDIRECT

OR CONSEQUENTIAL DAMAGES, LOSS OF DATA, OR INTERRUPTION

OF BUSINESS, EVEN IF CONSULTANT WAS ADVISED OF THE

POSSIBILITY OF SUCH DAMAGES, WHETHER UNDER THEORY OF

CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY OR OTHERWISE.
19 26. INDEPENDENT CONSULTANT.

CITY/DISTRICT and CONSULTANT agree that CONSULTANT will act as an independent Consultant and will have control of all work and the manner in which is it performed.

CONSULTANT will be free to contract for similar service to be performed for other employers while under contract with CITY/DISTRICT. CONSULTANT is not an agent or employee of CITY/DISTRICT and is not entitled to participate in any pension plan, insurance, bonus or similar benefits CITY/DISTRICT provides for its employees. Any provision in this Agreement that may appear to give CITY/DISTRICT the right to direct CONSULTANT as to the details of doing the work or to exercise a measure of control over the work means that CONSULTANT will follow the direction of the CITY/DISTRICT as to end results of the work only.

27. AUDIT OF RECORDS.

CONSULTANT will maintain full and accurate records with respect to all services and matters covered under this Agreement. CITY/DISTRICT will have free access at all reasonable times to such records, and the right to examine and audit the same and to make transcript therefrom, and to inspect all program data, documents, proceedings and activities. CONSULTANT will retain such financial and program service records for at least three (3) years after termination or final payment under this Agreement.

28. USE OF SUBCONSULTANTS.

CONSULTANT must obtain CITY/DISTRICT’s prior written approval to use any sub consultants while performing any portion of this Agreement. CONSULTANT will require and verify that all sub consultants maintain insurance meeting all requirements stated herein, and CONSULTANT will ensure that CITY/DISTRICT is an additional insured on insurance required from sub consultants. For CGL coverage, sub consultants will provide coverage with a form at least as broad as CG 20 38 04 13.

29. INCIDENTAL TASKS.

CONSULTANT will meet with CITY/DISTRICT monthly to provide the status on the project, which will include a schedule update and a short narrative description of progress during the past month for each major task, a description of the work remaining and a description of the work to be done before the next scheduled update.

30. NOTICES.

A. All communications to either party by the other party will be deemed made when received by such party at its respective name and address as follows:

CITY/DISTRICT CONSULTANT
City of Simi Valley Data Transfer Solutions, LLC
2929 Tapo Canyon Rd 482 South Keller Road, Suite 300
Simi Valley, Ca. 93063 Orlando, Florida 32810
20 B. Any such written communications by mail will be conclusively deemed to have been received by the addressee upon deposit thereof in the United States Mail, postage prepaid and properly addressed as noted above. In all other instances, notices will be deemed given at the time of actual delivery. Changes may be made in the names or addresses of persons to whom notices are to be given by giving notice in the manner prescribed in this paragraph.

C. Any notice or communication required or permitted to be given hereunder may be delivered by hand, deposited with an overnight courier, or mailed by registered or certified mail, return receipt requested; postage prepaid to the address for the applicable party indicated in the first page of the Agreement, or at such other address as may hereafter be furnished in writing by either party hereto to the other. Such notice will be deemed to have been given as of the date it is delivered, mailed or sent, whichever is earlier. Notwithstanding the above, notices may be sent by email from CONSULTANT to CITY/DISTRICT or may be posted by CONSULTANT via the VUEWorks Software online on CITY/DISTRICT ’S account and shall be effective upon sending or posting.

31. U.S. GOVERNMENT-RESTRICTED RIGHTS.

The software and accompanying documentation are deemed to be “commercial computer Software” and “commercial computer Software documentation,” respectively, pursuant to 48 CFR Section 227.7202 and 48 CFR Section 12.212, as applicable. Any use, modification, reproduction release, performance, display or disclosure of the Software and accompanying documentation by the U.S. Government will be governed solely by the terms of this Agreement and will be prohibited except to the extent expressly permitted by the terms of this Agreement.

32. PUBLICITY.

CITY/DISTRICT agrees that CONSULTANT may use CITY/DISTRICT’S name and refer to CITY/DISTRICT directly or indirectly in any media release, public announcement, or public disclosure relating to this Agreement or its subject matter, including in any promotional or marketing materials and its website, lists and business presentations.

33. CONFLICT OF INTEREST.

CONSULTANT will comply with all conflict of interest laws and regulations including, without limitation, CITY/DISTRICT’s conflict of interest regulations.

34. SOLICITATION.

CONSULTANT maintains and warrants that it has not employed nor retained any company or person, other than CONSULTANT’s bona fide employee, to solicit or secure this Agreement. Further, CONSULTANT warrants that it has not paid, nor has it agreed to pay any company or person, other than CONSULTANT’s bona fide employee, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Should CONSULTANT breach or 21 violate this warranty, CITY/DISTRICT may rescind this Agreement without liability.

35. THIRD PARTY BENEFICIARIES.

This Agreement and every provision herein are for the exclusive benefit of CONSULTANT and CITY/DISTRICT and not for the benefit of any other party. There will be no incidental or other beneficiaries of any of CONSULTANT’s or CITY/DISTRICT’s obligations under this Agreement.

36. INTERPRETATION.

This Agreement was drafted in, and will be construed in accordance with the laws of the State of California, and exclusive venue for any action involving this Agreement will be in Ventura County.

37. COMPLIANCE WITH LAW.

CONSULTANT agrees to comply with all federal, state, and local laws applicable to this Agreement.

38. ENTIRE AGREEMENT.

This Agreement, and its accompanying Exhibits set forth the entire understanding of the Parties. There are no other understandings, terms or other agreements expressed or implied, oral or written. This Agreement will bind and inure to the benefit of the parties to this Agreement and any subsequent successors and assigns.

39. RULES OF CONSTRUCTION.

Each Party had the opportunity to independently review this Agreement with legal counsel.

Accordingly, this Agreement will be construed simply, as a whole, and in accordance with its fair meaning; it will not be interpreted strictly for or against either Party.

40. SEVERABILITY.

If any portion of this Agreement is declared by a court of competent jurisdiction to be invalid or unenforceable, then such portion will be deemed modified to the extent necessary in the opinion of the court to render such portion enforceable and, as so modified, such portion and the balance of this Agreement will continue in full force and effect.

41. AUTHORITY/MODIFICATIONS.

The Parties represent and warrant that all necessary action has been taken by the Parties to authorize the undersigned to execute this Agreement and to engage in the actions described herein. This Agreement may be modified by written amendment.

CITY’s/DISTRICT’s City Manager/District Manager or designee may execute any such amendment on behalf of CITY/DISTRICT, subject to the amount limitations described in Section 2.A. All written modifications or changes to this Agreement will become a part of this Agreement and attached as exhibits hereto.
22 42. ELECTRONIC SIGNATURES.

This Agreement may be executed by the Parties on any number of separate counterparts, and all such counterparts so executed constitute one Agreement binding on all the Parties notwithstanding that all the Parties are not signatories to the same counterpart . In accordance with Government Code §16.5, the Parties agree that this Agreement, Agreements ancillary to this Agreement, and related documents to be entered into in connection with this Agreement will be considered signed when the signature of a party is delivered by electronic transmission. Such electronic signature will be treated in all respects as having the same effect as an original signature.

43. CAPTIONS.

The captions of the paragraphs of this Agreement are for convenience of reference only and will not affect the interpretation of this Agreement.

44. TIME IS OF ESSENCE.

Time is of the essence with respect to 1) the Initiation of the Project which shall commence no later than three (3) months from the execution of this Agreement and, 2) full implementation of all phases of the Project as described in Exhibit “A” Scope of Services to have been completed no later than three (3) years from the date of Initiation of the Project.

45. FORCE MAJEURE.

Should performance of this Agreement be prevented due to fire, flood, explosion, acts of terrorism, war, embargo, government action, civil or military authority, the natural elements, or other similar causes beyond the Parties’ reasonable control, then the Agreement will immediately terminate without obligation of either party to the other.

46. GOVERNMENT REGULATIONS.

CONSULTANT provides software and uses software and technology that may be subject to U.S. export controls administered by the U.S. Department of Commerce, the U.S.

Department of Treasury Office of Foreign Assets Control, and other U.S. agencies.

CITY/DISTRICT shall not access or use the VUEWorks Software or otherwise transfer or export or re-export to countries that the United States maintains an embargo (collectively, “Embargoed Countries”), or to or by a national or resident thereof, or any person or enti ty on the U.S. Department of Treasury’s List of Specially Designated Nationals or the U.S.

Department of Commerce’s Table of Denial Orders (collectively, “Designated Nationals”), each of which may change from time to time. By using the VUEWorks, CITY/DISTRICT represents and warrants that CITY/DISTRICT is not located in, under the control of, or a national or resident of, an Embargoed Country or Designated National. The VUEWorks Software may use encryption technology that is subject to licensing requirements under the U.S. Export Administration Regulations, 15 C.F.R. Parts 730-774. CITY/DISTRICT shall not export, re-export, transfer, or make available, whether directly or indirectly, any regulated item or information to anyone outside the U.S. in connection with this Agreement without first complying with all export control laws and
23 Regulations, which may be imposed by the U.S. Government and any country or organization of nations within whose jurisdiction CITY/DISTRICT operates or does business.

47. WAIVER.

CITY/DISTRICT’s review or acceptance of, or payment for, work product prepared by CONSULTANT under this Agreement will not be construed to operate as a waiver of any rights CITY/DISTRICT may have under this Agreement or of any cause of action arising from CONSULTANT’s performance. A waiver by CITY/DISTRICT of any breach of any term, covenant, or condition contained in this Agreement will not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant, or condition contained in this Agreement, whether of the same or different character.

48. RULES OF CONSTRUCTION.

The parties agree that the terms and conditions of this Agreement are a result of mutual negotiations. Therefore, the rule of construction that any ambiguity shall apply against the drafter is not applicable and will not apply to this Agreement. Any ambiguities shall be reasonably construed as to its fair meaning and not strictly for or against one party regardless of who authored the ambiguous language.

49. ASSIGNMENT.

CONSULTANT may not assign its rights or delegate its duties under this Agreement either in whole or in part without the prior written consent of CITY/DISTRICT . Any attempted assignment or delegation without such consent will be void.

50. STATEMENT OF EXPERIENCE.

By executing this Agreement, CONSULTANT represents that it has demonstrated trustworthiness and possesses the quality, fitness and capacity to perform the Agreement in a manner satisfactory to CITY/DISTRICT . CONSULTANT represents that its financial resources, surety and insurance experience, service experience, completion ability, personnel, current workload, experience in dealing with private consultants, and experience in dealing with public agencies all suggest that CONSULTANT is capable of performing the proposed contract and has a demonstrated capacity to deal fairly and effectively with and to satisfy a public CITY/DISTRICT.

[SIGNATURES ON NEXT PAGE]
24 IN WITNESS WHEREOF, the parties hereto have executed this contract the day and year first hereinabove written.

Attest: City of Simi Valley, A Municipal Corporation/
Ventura County Waterworks District No. 8

By: _
Lucy Blanco, City Clerk/Board Secretary Dee Dee Cavanaugh, Mayor of the City of Simi Valley, California and
Approved as to Form: Chair of the Ventura County Waterworks District No. 8

Data Transfer Solutions, LLC.

Algeria R. Ford, City Attorney/District
Counsel
By:

Approved as to Content:

Print Name: Donna M. Huey

Title: President
Samantha C. Argabrite, City Manager/
District Manager
By:

Print Name: Todd A. Spangler
Johanna Medrano,
Deputy Administrative Services Director/ Title: Sr. Business Development Manager Budget & Purchasing

Carolyn Johnson
Administrative Services Director

Page 22 ends

EXHIBIT “A”

SCOPE OF SERVICES
I. Project Information and Background

Client City of Simi Valley, CA/DISTRICT
Project City VUEWorks Work and Asset Management System
Project Number p100086870
Document Title Scope of Services

The CITY/DISTRICT’s Public Works’ Department is comprised of 7 divisions shown in the organization chart below:

Page 23 ends

The divisions that are primarily involved in performing daily inspections, work orders, and preventative maintenance for the CITY/DISTRICT infrastructure assets comprise of:

Maintenance Services
The Maintenance Services Division is responsible for performing the following:

• Landscape Maintenance - Performs inspections and maintenance for landscape and street trees.
• Graffiti Abatement - Part of the Maintenance Services Division of Public Works that addresses approximately 2,300 annual incidents of graffiti. • Vehicle and Equipment Maintenance - Responsible for servicing the CITY/DISTRICT's fleet of 321 vehicles and equipment items. This includes the vehicles from the Departments of Public Works, Police, Environmental Services, Community Services, Administrative Services, Sanitation, and the Waterworks division. Specialized vehicles such as the CITY/DISTRICT 's transit fleet of buses and large vans, plus dump trucks, backhoes and police vehicles are also serviced. • Building Maintenance - providing custodial services and performs repairs and maintenances of building facilities which includes mechanical, electrical, plumbing, air conditioning systems, etc.
• Street Maintenance - Performs maintenance for all City streets (over 300 miles), roads, shoulders, and storm drains. Activities include street and sidewalk repair, slurry seal, asphalt overlays, traffic maintenance, street striping (including crosswalks), street sweeping, traffic signs, and storm drain maintenance.

Sanitation Services
The Sanitation Services Division maintains and monitors the sewer system which includes nearly 40,000 lateral connections to the CITY/DISTRICT's Water Quality Control Plant.

Waterworks Services
The CITY/DISTRICT’s Waterworks Division delivers over 23,000- acre feet annually to 24,000 service connections. In addition to 40 storage facilities, such as water tanks, the division has 2,700 fire hydrants, 18 pump stations, and 357 miles of water pipes in its system.

The 7 divisions that will be implemented in this Scope of Services are listed below along with information on current software and work order types.

Streets and Roads
Software
• Microsoft Access (Work Requests/Orders)
Work Order Types
• Curb-Gutter Repair
• Sidewalk Repair
• Apron repair
• Cross Gutter Repair
• Pothole Repair
• Ramp Sidewalk
• Skin Patch
• R+R A/C Dig Out
• Install New Traffic Sign
• Repair Sign/Pole
• Curb Coring
• Install Stripping
• Clean Drain Inlet/outlet
• Clean Ditch/Wash
• Catch Basin Repair
• Grind Sidewalk
• Drain Inspection
• P/U Debris from Street/Public Right-of Way
• Landscape Dept Callout

Page 24 ends

Traffic
Software
• Microsoft Excel
Work Order Types (Performed by Streets and Roads)
• Traffic Sign Work Orders
 Modification
 Special Event
 Repair
 Installation
 Installation with a New post
• Traffic Painting/Striping/Payment Marking
 Installation
 Modification
 Repaint
 Curb

Building Maintenance
Software
• Facility Dude (Work Request/Order)
Work Order Types
• Major Plumbing
• HVAC
• Pest Control Services
• Fire Systems
• Electrical and Minor Repairs
Fleet Maintenance (Including Transit)
Software
• Facility Dude (Work Request/Order)
• OPW – Phoenix SQL (Fuel Management Program)
Work Order Types
• Bus and Van Inspection Log
• Vehicle and Equipment
Maintenance and Repairs for the
CITY/DISTRICT (e.g., busses,
nimbuses, police vehicles, Public
Works vehicles including backhoes,
dump trunks, etc.)
 Special repairs such as transmission or
engine rebuilds are outsourced.

Landscape
Software
• ArborPro (Tree Inventory/Tracking)
• Microsoft Access (Work Requests/Orders)
Work Order Types
• Tree Trimming
• Tree Remove
• Tree Inspection
• Tree Stability Test
• Stakes and Ties
• Root Pruning
• Landscape Division Maint.
• Shrub
• Ground Cover
• Landscape Insp
• Stump Grinding
• Replacement Tree
• Bee Swarm
• Insect Related
• Rodent Abatement
• Tree Fruit Debris
• Irrigation
• Trash Abatement
• Emergency Response
• Wind Related
• Weeds
• Incident Report
• Compliance
• Broken Limb
• Traffic Accident
• Wood Chip

Page 25 ends

Waterworks
Software
• Hansen (Asset Management, Inventory, Work Orders)
Work Order Types
• Emergency H2O Barrel
Recycling
• Motor/Pump Alignments
• Paving
• Repair Air Vac
• Repair Blow Off
• Repair Fire Hydrant
• Repair Main Break

• Repair Motor
• Repair Pump
• Repair/Replace Service Line
• Repair/Replace Tank Mixer
• Repair/Replace Valve
• Replace Angle/Curb Stop
• Tank Nitrification
• Valve Flushing and Recirculation
Sanitation Services (Waste Water)
Software
• Hansen (Asset Management, Inventory, Work Orders)
• WinCan VX (Sanitary Sewer Condition Assessment)
• Sedaru Omni/Fieldforce (mobile work order app)
Work Order Types
• Abandon Water Main
Abandon Water Main
• Add New Valve Install
• Adjustment of Equipment
• Annual Flushing
• Cleaning Equip, Area, Or Lines
• Crane Work
• Electrical Work
• Fabrication
• Forced/Emergency
• Hand Tools Inspection
• Inspection of Equipment
• Installation of Equipment
• Instrumentation Equipment
• Landscape Maintenance
• Light Bulb Replacement
• Painting of Buildings & Equip
• Piping Installation or Repair
• Remove Equipment or Item
• Replace Equipment
• Safety Equip Repair
• Temp High Line
• Vactor Sump or Lines
• Verify Proper Flow
• Welding

Page 26 ends

II. Purpose
The CITY/DISTRICT’s goal is to procure and implement a single integrated enterprise asset management system for use across the CITY/DISTRICT that utilizes best practices, the latest technology, automated workflow, and improved and simplified reporting.

III. Scope of Services

A. License

1. Consultant hereby grants CITY/DISTRICT a license for VUEWorks Software on a limited, nonexclusive, non- transferable, non-sublicenseable and revocable basis, and no portion of the VUEWorks Software is sold to CITY/DISTRICT. All rights not expressly granted to CITY/DISTRICT hereunder are reserved by Consultant. The VUEWorks Software will be hosted on-premises by the CITY/DISTRICT and not by the Consultant or any third-party hosting provider. Accordingly, Consultant shall provide the CITY/DISTRICT with all necessary software components and documentation to support on-premises deployment.

2. Consultant will provide 90 concurrent user licenses for 3 VUEWorks application environments (1 production, 1 development and 1 test).

B. Installed Software; Hosted Software.

1. Consultant will provide CITY/DISTRICT , for use by CITY/DISTRICT’s authorized users the software and/or components thereof as specified in the Exhibit “B”, Schedule of Fees, solely for CITY/DISTRICT’s internal use, and access to and use of the software and/or software services for the “VUEWorks Software” while the Agreement is in effect. CITY/DISTRICT acknowledges and agrees that CITY/DISTRICT’s authorized users will be limited to CITY/DISTRICT ’s active users and their use of the VUEWorks Software will be limited to use during the period in which they are CITY/DISTRICT employees.

2. Data Maintenance. If CITY/DISTRICT is purchasing rights to access the VUEWorks Software as Hosted Software, CITY/DISTRICT will deliver to Consultant, CITY/DISTRICT Data, in a format specified by Consultant. The total amount of CITY/DISTRICT Data is limited to the CITY/DISTRICT Data Amount set forth in this Agreement. CITY/DISTRICT may request that Consultant provide services to update CITY/DISTRICT Data. C onsultant will invoice CITY/DISTRICT for such requested services at its then current data maintenance rates (the “Data Maintenance”). “ CITY/DISTRICT Data” means CITY/DISTRICT’s VUEWorks Software database files and all other electronic content and data stored on C onsultant’s computers for use by CITY/DISTRICT with the VUEWorks Software. The amount of 30

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CITY/DISTRICT Data to be stored will be measured in bytes and be limited to the amount of disk space provided in this Agreement.

Procedures by which CITY/DISTRICT may store and access CITY/DISTRICT Data via C onsultant’s servers will be limited to the use of the Hosted Software.

C. Support Services

1. Annual Support and Maintenance . Consultant will provide recurring annual support and maintenance for ten (10) years as set forth in the Maintenance and Support Services Agreement, (Exhibit “C”) attached hereto this Agreement.

2. Scripted Updates. Consultant will l provide scripted updates related to software releases and builds as part of standard maintenance and support agreement.

3. Implementation Support. Consultant will support the CITY/DISTRICT in providing services to implement the VUEWorks application for the 7 divisions listed in III. D. for their asset and work order needs. These activities include software installation, configuration, data migration, implementation, and training activities for the 7 different divisions.

4. Exclusions. Except as expressly provided otherwise in Exhibit “B”, Schedule of Fees, it will be CITY/DISTRICT’S and its authorized users’ sole responsibility to maintain their own system security and protect their data, including virus protection, data backup and reasonable security procedures. CONSULTANT will not be responsible for: (a) the provision of CITY/DISTRICT or User -end hardware or non- CONSULTANT software required for use of the VUEWorks Software via the Internet, or any Professional Services required to manage such hardware and non- CONSULTANT software; (b) services to modify or extend the scope of the VUEWorks Software; (c) assistance to resolve VUEWorks Software problems or errors that are not within the scope of the support services as described in CONSULTANT’s standard support terms; (d) modification to the VUEWorks Software configuration, including without limitation, the following: (i) modification to the connectivity configuration for on- premise and cloud-based applications, including without limitation, changing the IP address or application credentials; (ii) modification to CITY/DISTRICT’S existing policies and roles for who has access to each resource, password rules or approvers; (iii) account reconciliation for new groups of users who are being added to the VUEWorks Software; (iv) adding a new connected system or application to the VUEWorks Software; and (v) modifying the configuration of the user interface, including the appearance, text, branding or other features.

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D. Phases.

Implementation will occur on a phased approach for the 7 different divisions.

They include:
a. Traffic
b. Streets and Roads
c. Building Maintenance
d. Fleet Maintenance (including Transit)
e. Landscaping
f. Waterworks
g. Sanitation

E. Consultation and Management.

Consultant will provide project consultation and management activities, including remote meetings as defined in the Project Schedule, Appendix “1”, attached hereto this Exhibit “A” Scope of Services.

F. Modules.

Consultant will configure the following VUEWorks modules for each division listed in Section III, D., above: Core, GIS, Facility module, Service Request if needed for Tyler 311 integration, Work Orders, WorkforceVUE, Resource Manager (Labor, Equipment, Inventory), and the Condition and Valuation modules. Consultant shall make commercially reasonable efforts to ensure the Software operates in accordance with the features listed in Appendix 3-Response to Feature Functions.

G. Configuration and Integration.

Consultant will configure VUEWorks to integrate with the CITY/DISTRICT’s GIS services as defined in the VUEWorks Esri Requirements documentation and the identified Interface systems. Other integrations include Tyler Munis, WinCan, Fuel System, Electronic Content Management and Tyler 311.

H. Training Plan and Materials.

Consultant will provide remote and onsite training to CITY/DISTRICT staff using VUEWorks standard training materials, during CITY/DISTRICT ’s regular business hours. A training strategy will be developed to support a successful implementation for CITY/DISTRICT’s users. This will include a train-the-trainer program, and details will be determined as the Training Plan is developed. Since the recommendation it to do a phased go-live for each division, Consultant will provide a 1- day training session for each division prior to their go-live date. The Training Plan will be set forth in writing and attached hereto this Agreement and made a part hereof as an Exhibit.

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1. Administrator will provide ongoing remote training throughout the configuration along with a remote training session post configuration and final go-live as detailed in Training Plan.

2. End-Users will have onsite training visits for post configuration and testing.

The onsite training will be one day of training for each division as detailed in the Training Plan.

I. Professional Services.

Consultant will also provide to CITY/DISTRICT other professional services (“Professional Services”) as CITY/DISTRICT may request from time to time, subject to the Parties agreeing on the terms for such Professional Services, which will be set forth in a written amendment to the Schedule of Fees and this Scope of Services and reflected as an Exhibit to this Agreement. All Professional Services will be billed on a time and materials basis unless otherwise agreed to by the Parties. The Statement of Work will describe the project assumptions, specifications, scope, work plan, responsibilities, duration and fees for such Professional Services. C onsultant with written approval from the CITY/DISTRICT may subcontract all or a portion of the Professional Services to a qualified third party in accordance with the terms of the main body of the Agreement. In recognition that Consultant’s personnel may perform similar services for third parties, nothing in the Agreement or this Scope of Services will be deemed to prevent Consultant from providing services or developing materials that may be perceived as competitive with those developed or provided hereunder.

IV. Parties’ Responsibilities

A. CITY/DISTRICT’s Responsibilities

1. CITY/DISTRICT will provide access to its systems and facilities in a timely manner and provide access to requested data and staff in order to meet the Project Schedule.

2. CITY/DISTRICT will be solely responsible for the provision, accuracy and completeness of all CITY/DISTRICT Data or other CITY/DISTRICT content and will have obtained and will maintain all necessary rights to use same and provide same to Consultant as necessary for the provision and use of the VUEWorks Software.

3. Any CITY/DISTRICT provided proprietary software and hardware, and any third-party licenses or other authorizations required for C onsultant to access, communicate with, or otherwise use CITY/DISTRICT-end software or hardware as reasonably necessary for C onsultant to provide the VUEWorks Software and for CITY/DISTRICT to access and use the VUEWorks Software will be obtained and/or otherwise provided by CITY/DISTRICT. CITY/DISTRICT will have installed and made operational any CITY/DISTRICT-end hardware and software necessary f or 33

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communication with the VUEWorks Software prior to Consultant beginning implementation.

4. The CITY/DISTRICT’s Project Manager will be the point of contact for all aspects of the project and will be responsible for coordination among the CITY/DISTRICT’s staff.

5. CITY/DISTRICT will provide Consultant with timely responses to their request for
information, credentials, data, processes, workflow, and approvals as required to maintain the schedule set by the Parties. Requested turnaround time is two weeks, unless otherwise agreed by the Parties in writing.

6. CITY/DISTRICT’s system must have access to database views, APIs, staging databases, or servers in order to review, test, and finalize integrations. System level credentials will be set as non-expiring.

7. CITY/DISTRICT will provide the resources necessary to identify, evaluate and resolve CITY/DISTRICT -end system, hardware, software or communications problems, which may involve, without limitation, communications facilities, services, cabling and capacities or CITY/DISTRICT-end system software/hardware configuration. If a third party vendor of any such CITY/DISTRICT -end hardware or software is required to perform certain test or configuration functions on such hardware or software, CITY/DISTRICT will arrange and pay for such assistance by the vendor(s). Any delays caused by CITY/DISTRICT or its other vendors will be addressed by lengthening the implementation schedule by the period of such delays and/or as otherwise agreed to by the parties.

8. CITY/DISTRICT is responsible to meet the Hardware-system requirements as defined for VUEWorks® in Page 34, Section 12 (Hardware Requirements) of the RFP Response.

9. Subject matter experts that participate in the project will be knowledgeable in the divisions needed and will be able to provide the necessary information during the meetings scheduled.

B. Consultant’s Responsibilities

1. Consultant will perform the Implementation Services and Administrator Training Services remotely from its own offices during its regular business hours.

2. Consultant will perform a total of up to 2 successful rounds of data imports during each phase of implementation. The first one will be done in a test environment. A second round of revisions will be made by the CITY/DISTRICT prior to Production data load which is the second import.

3. VUEWorks is responsible to meet all the commitments, functionalities, and 34

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performance standards as defined in Appendix 2 attached hereto this Exhibit “B”, Scope of Services. New requirements that are not part of the current scope will be documented and assessed as part of the change control process.

4. GIS data will be published by Consultant out as a map service per the VUEWorks and Esri document and will be made available as requested per project schedule to finalize the installation of the VUEWorks software. 35

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V. Tasks and Deliverables

A. Project Planning
Consultant, in consultation with the CITY/DISTRICT Project Manager, has prepared and will comply with the Project Schedule set for below, which details the deliverables and schedule times for their performance.

B. Project Management

1. Consultant’s Project Manager will serve as the interface between the CITY/DISTRICT’s Project Manager and the Consultant team participating in this project and will:
a. Develop and maintain the Project Management Plan, in consultation with the CITY/DISTRICT’s Project Manager.
b. Facilitate regular communication with the CITY/DISTRICT ’s Project Manager, including providing status reports.
c. Review the project performance against the Project Management Plan and communicate issues and risks as well as update Project Management Plan, as needed.
d. Serve as the interface between the CITY/DISTRICT ’s Project Manager and Consultant’s accounting department for all invoicing tasks and questions.

2. Consultant team will provide the following deliverables:
a. Project Management Plan
b. Revised Scope of Work/Configuration plan as defined post Discovery/Business Analysis engagement, based on an agreed upon Change Management Process
c. Weekly project status updates and status meetings with the CITY/DISTRICT’s Project Manager.

C. Installation Deliverables

1. Consultant’s team will perform the installation of VUEWorks in coordination with CITY/DISTRICT ’s IT Team. As part of the installation process, VUEWorks will be integrated with the CITY/DISTRICT ’s enterprise GIS services, email server, and other data/file storage.

2. Consultant’s team will work with CITY/DISTRICT’s IT install 3 environments (1 production, 1 development and 1 test/training) and 90 concurrent users.

3. Consultant’s team will provide the following deliverables:
a. Software installation in DEV, TEST and PROD environments b. Active Directory integration will be done during the initial installation of VUEWorks.
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D. Configuration and Integrations

1. Consultant’s team will perform in accordance with the configuration tasks identified in the Project Plan schedule, which includes performance of the following:

a. Consultant receive information and data from CITY/DISTRICT per the assignments
b. Review requirements with Functional Division Leads and SMEs and request additional information as needed
c. Configuration of assets, forms, data fields, roles, and mobile components
d. Review of configuration with CITY/DISTRICT
e. Incorporate feedback to make finalize configuration
f. Train CITY/DISTRICT Administrators for the VUEWorks application to configure forms for the Service Request module.

2. The listed divisions to be configured are:
a. Traffic
b. Streets and Roads
c. Building Maintenance
d. Fleet Maintenance (including Transit)
e. Landscape
f. Waterworks
g. Sanitation Services (Waste Water)

3. The following VUEWorks modules will be configured; Core, Facility, Service Request as needed for Tyler 311 integration, Work Orders, WorkforceVUE, Resource Manager (Labor, Equipment, Inventory), Condition and Valuation.

Deliverables:
a. 1 Service Request form for the Tyler 311 integration. b. 5 Work Order Forms per division
c. Up to 5 Preventative Maintenance (recurring) work orders for assets per division and provide training for CITY/DISTRICT staff to complete additional recurring work orders, if needed.
d. WorkforceVUE mobile forms for each division and training for administrators.
e. One Condition forms for each division and training for administrators
f. One Valuation configuration for each division and training for administrators
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g. Up to 2 Facility Module Templates for each division and training for administrators
h. VUEWorks includes filtering, dashboard, and reporting capabilities.

Many standard reports are built-in the system as part of installation.

The Consultant team will configure up to five custom reports for use by the CITY/DISTRICT.

E. Data Conversion

1. CITY/DISTRICT will provide data or database views per the data formatting requirements identified by Consultant.

2. Data Conversion will be performed in accordance to Section III.B.2.

3. Consultant’s team will import the following data from Excel files or database views provided by CITY/DISTRICT:

Master
Asset
Records -
Waterworks
Work order
assets (All,
including details
of the asset such
as address,
facility, type, etc.

73,675

10+

Electronic

Hansen

IPS

11.0/App
version 8.6

MS
SQL
2012

Inventory -
Street Signs
Basic WO
history
conversion with
no cost
information

18,000

10+

Electronic

Access

Inventory -
Street Lighting
Basic WO
history
conversion with
no cost
information

7,500

10+

Electronic

ArcGIS

Inventory -
Traffic Signals
Basic WO
history
conversion with
no cost
information

121

10+

Electronic

Spreadsheet

Historical Work
Orders -
Sanitation
Basic WO
history
conversion with
no cost
information

3,310

10+

Electronic

Hansen

IPS

11.0/App
version 8.6

MS SQL
2012

Historical Work
Orders - Streets
and Roads
Basic WO
history
conversion with
no cost
information

12,500

10+

Electronic

Spreadsheet

Excel
2016
38

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Open Work
Orders -
Transit
Basic WO
history
conversion with
no cost
information

121

10+

Electronic

Spreadsheet

Excel
2016
Open Work
Orders -
Building
Maintenance
Basic WO
history
conversion with
no cost
information

3,500

10+

Electronic

Spreadsheet

Excel
2016
Open Work
Orders (Fleet
Maintenance)
Basic WO
history
conversion with
no cost
information

3,039

10+

Electronic

Spreadsheet

Excel
2016
Open Service
Requests
(Landscape &
Streets) -
Public
Outreach

Basic SR history
conversion with
no cost
information

23,000

10+

Electronic

Spreadsheet

Excel
2016

StreetSaver

Basic history
conversion with no
cost information

1,989

40+

Electronic

StreetSaver

54.871.38
simivalleyci

F. Integrations

1. The following list of systems have been identified as a potential integration with VUEWorks. Each system will be evaluated with the CITY/DISTRICT Integration and Functional Division Leads to define the integration need and document a proposed solution.

2. The System Integration Plan, developed as a deliverable during the integration discovery tasks, will include the requirements, tasks, responsible party, and timeline for each integration. Details on each integration are set forth in Appendix 3.
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System Interface Approach Description
Esri ArcGIS Two-way via native API. Native Integration in VUEWorks per the VUEWorks
and Esri requirements
document.

Tyler Munis Financial
System
One-Way via data link Per Appendix H Interface
Costs

WinCan (CCTV)
One-way via data link Per Appendix H Interface
Costs

Fuel System
One-way via data link Import fuel usage and
odometer reading by vehicle
from Phoenix SQL

Tyler 311
Two-way from Tyler 311 API to
VUEWorks API
Integrate CRM requests
from Tyler 311 into
VUEWorks.

3. Consultant’s team will coordinate final integration requirements for identified systems. The interface approach will be agreed upon with CITY/DISTRICT and Consultant will configure VUEWorks data link and/or APIs per the plan.

VI. Testing and Training

A. User Acceptance Testing

1. Consultant’s team will perform Quality Control (QC) testing and provide standard test scripts for the User Acceptance Testing (UAT) for the CITY/DISTRICT testers after the configuration, data loading and interfaces are complete.

2. CITY/DISTRICT’s testers (Functional Division Lead, Data Conversion Lead, Integration Lead, SMEs) will be granted TEST access and provided with test scripts to validate the configurations. CITY/DISTRICT’s testers (Functional Division Lead, Data Conversion Lead, Integration Lead, SMEs) will provide consolidated testing feedback for review. Each item will be reviewed and retested by the Consultant’s team. Feedback will be classified as:
configuration change needed, request for a design change, or training item.

Requested design changes will be documented and routed through the change control process.

3. As part of testing, Consultant’s team will provide the following deliverables:
a. UAT standard test scripts
b. Preliminary training and access to TEST environment for UAT testers 40

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B. Training
Consultant will:
a. Prepare a Training Plan-- a working document to be used and modified for each division.
b. Work with CITY/DISTRICT to finalize the training details including specific curriculum and attendee list and update the Training Plan for each training session. c. Provide remote training with final training onsite by Consultant’s team. d. Provide Administrative Training as Configuration occurs for System Administrators remotely and 1 four-hour remote training session post configuration. e. Onsite 1-day formal user training per Division post configuration and testing f. Provide Standard Training Material in electronic format

VII. Go Live
With a phased implementation approach desired by the CITY/DISTRICT, a production deployment and go- live will occur per phase. Consultant will perform the pre-production go-live tasks as set forth below for each phase’s go-live.

A. Production Deployment

1. Consultant’s team will provide deployment of finalized configuration to the Production server. Upon completion of user acceptance testing and sign off, the final PROD environment will be configured by Consultant’s team, ensuring configuration settings, data load, and interfaces are functional. Users accounts will be imported. CITY/DISTRICT will provide support for final integrations to systems in their technical architecture to ensure Production interfaces function as planned. CITY/DISTRICT will provide formal go / no-go approval.

2. As part of production deployment, the Consultant team will provide the following deliverables:
a. Software deployment of PROD environment
b. Final configuration of PROD environment
c. Final data import
d. Import of user accounts

B. Go-Live Support
During the roll out or go-live phase of each division, Consultant’s team will provide 5 days of go-live support assistance once CITY/DISTRICT goes live in the production environment. The Consultant’s team will provide weekly check -in calls with the CITY/DISTRICT System Administrators to answer any questions that may have arisen from users during initial us 41

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Appendix “1”
Project Schedule
A. Consultant’s Project Manager will maintain the schedule through the life of the project to track progress and completion. The project schedule will be shared with the CITY/DISTRICT Project Manager as part of weekly status reporting.

Adjustments to the schedule will be accepted by mutual agreement between Consultant and the CITY/DISTRICT. Milestones and deliverables are identified in the schedule. The full schedule is below.

Task Name Duration
CITY/DISTRICT Schedule 485 days
Stage Internal Prep 5 days
Prep PM Documents 5 days
Internal Review Meeting 5 days
Stage (Kickoff, BA, and Set up) 24 days
Kickoff and Initial Discovery Sessions for BA 2 days
Environments Set up (Including AD, email, BaseMap Services) 5 days VW Set Up (Initial Core Configuration) 5 days
Business Analysis (Follow up BA work to define Configuration requirements 22 days
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Stage (Integration Discovery and Requirements Defined
and Development)

210 days
Integration #1: Tyler Munis financial System 45 days
Integration #2: WinCan CCTV 75 days
Integration #3: Fuel System OPW 30 days
Integration #4: Bar Scanner 60 days
Integration #5: Tyler 311 TBD Schedule to be determined by client 60 days Phased Implementation Traffic 94 days
Stage - Configuration 94 days
GIS Configuration 5 days
Work Management: WO, Tasks, Workflow 20 days
CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Resource Configuration (Labor, Equip, Inventory) 20 days CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/ Consultant Review of Configuration 2 days 43

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Consultant makes adjustments 2 days
Final Review before Testing 1 day
Facility Module Template Creation 21 days
CITY/DISTRICT provides data/information for
configuration 5 days
AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 2 days
Condition Rating Forms Created 20 days
CITY/DISTRICT provides data/information for
configuration 5 days
AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Valuation Configuration 15 days
CITY/DISTRICT provides data/information for
configuration 5 days
AtkinsRealis Configures System 5 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Mobile Configuration 10 days
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Data Conversion 22 days
CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 3 days Consultant makes adjustments 2 days
Final Review before Testing 2 days
Integration #1 Tyler Munis Financial Information 15 days Atkinsrealis provides development package & validates 10 days CITY/DISTRICT Reviews and Tests Integration 5 days
Stage Testing 23 days
Initial Configuration Testing and Validation Consultant 2 days Remote UAT Testing Session (Education and Test Scripts) 1 day CITY/DISTRICT UAT Testing 10 days
Configuration Adjustments 5 days
Final UAT Testing 5 days
Stage Training 24 days
Finalize Training Plan (Working Document) 10 days
User Training Onsite 1 day
Stage (Move to Production and Go live for Traffic) 11 days Push to Prod 5 days
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System Ready for Go-Live 0 days
Go-Live 1 day
Post Go-Live Support 5 days
Phased Implementation Streets and Roads 72 days
Stage - Configuration 72 days
GIS Configuration 5 days
Work Management: WO, Tasks, Workflow 20 days
CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Resource Configuration (Labor, Equip, Inventory) 20 days CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Facility Module Template Creation 20 days
CITY/DISTRICT provides data/information for configuration 5 days 46

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AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Condition Rating Forms Created 20 days
CITY/DISTRICT provides data/information for
configuration 5 days
AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Valuation Configuration 15 days
CITY/DISTRICT provides data/information for
configuration 5 days
AtkinsRealis Configures System 5 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Mobile Configuration 10 days
Data Conversion 21 days
CITY/DISTRICT provides data/information for
configuration 5 days
AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days 47

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Consultant makes adjustments 2 days
Final Review before Testing 2 days
Integration #1 Tyler Munis Financial Information 15 days Atkinsrealis provides development package & validates 10 days CITY/DISTRICT Reviews and Tests Integration 5 days
Stage Testing 24 days
Initial Configuration Testing and Validation Consultant 2 days Remote UAT Testing Session (Education and Test Scripts) 2 days CITY/DISTRICT UAT Testing 10 days
Configuration Adjustments 5 days
Final UAT Testing 5 days
Stage Training 25 days
Finalize Training Plan (Working Document) 10 days
User Training Onsite 1 day
Stage Move to Production and Go live for Streets and Roads 7 days Push to Prod 1 day
System Ready for Go-Live 0 days
Go-Live 1 day
Post Go-Live Support 5 days
Phased Implementation Building Maintenance 67 days
Stage - Configuration 67 days
48

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GIS Configuration 5 days
Work Management: WO, Tasks, Workflow 20 days
CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Resource Configuration (Labor, Equip, Inventory) 20 days CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Facility Module Template Creation 20 days
CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Condition Rating Forms Created 20 days
49

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CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Valuation Configuration 15 days
CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 5 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Mobile Configuration 10 days
Data Conversion 20 days
CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Integration #1 Tyler Munis Financial Information 15 days Atkinsrealis provides development package & validates 10 days 50

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CITY/DISTRICT Reviews and Tests Integration 5 days
Stage Testing 24 days
Initial Configuration Testing and Validation Consultant 2 days Remote UAT Testing Session (Education and Test Scripts) 2 days CITY/DISTRICT UAT Testing 10 days
Configuration Adjustments 5 days
Final UAT Testing 5 days
Stage Training 25 days
Finalize Training Plan (Working Document) 10 days
User Training Onsite 1 day
Stage Move to Production and Go live for Building
Maintenance 7 days
Push to Prod 1 day
System Ready for Go-Live 0 days
Go-Live 1 day
Post Go-Live Support 5 days
Phased Implementation Fleet Maintenance (Including
Transit) 66 days
Stage - Configuration 66 days
GIS Configuration 5 days
Work Management: WO, Tasks, Workflow 20 days
CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
51

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CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Resource Configuration (Labor, Equip, Inventory) 19 days CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Facility Module Template Creation 20 days
CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Condition Rating Forms Created 20 days
CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
52

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Final Review before Testing 1 day
Valuation Configuration 14 days
CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 5 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Mobile Configuration 10 days
Data Conversion 19 days
CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Integration #1 Tyler Munis Financial Information 15 days Consultant provides development package & validates 10 days CITY/DISTRICT Reviews and Tests Integration 5 days
Integration 3 Fuel System OPW 15 days
Consultant provides development package & validates 10 days CITY/DISTRICT Reviews and Tests Integration 5 days
Stage Testing 24 days
53

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Initial Configuration Testing and Validation Consultant 2 days Remote UAT Testing Session (Education and Test Scripts) 2 days CITY/DISTRICT UAT Testing 10 days
Configuration Adjustments 5 days
Final UAT Testing 5 days
Stage Training 25 days
Training Plan Deliverable
(Working Document) 2 days
User Training Onsite 1 day
Stage Move to Production and Go live for Fleet Maintenance (Including Transit)

7 days
Push to Prod 1 day
System Ready for Go-Live 0 days
Go-Live 1 day
Post Go-Live Support 5 days
Phased Implementation Landscape 66 days
Stage - Configuration 66 days
GIS Configuration 5 days
Work Management: WO, Tasks, Workflow 19 days
CITY/DISTRICT provides data/information for configuration 5 days Consultant Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
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Consultant makes adjustments 2 days
Final Review before Testing 1 day
Resource Configuration (Labor, Equip, Inventory) 19 days CITY/DISTRICT provides data/information for configuration 5 days Consultant Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Facility Module Template Creation 20 days
CITY/DISTRICT provides data/information for configuration 5 days Consultant Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Condition Rating Forms Created 20 days
CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Valuation Configuration 20 days
55

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CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Mobile Configuration 10 days
Data Conversion 20 days
CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 2 days Consultant makes adjustments 2 days
Final Review before Testing 1 day
Integration #1 Tyler Munis Financial Information 15 days Consultant provides development package & validates 10 days CITY/DISTRICT Reviews and Tests Integration 5 days
Stage Testing 23 days
Initial Configuration Testing and Validation Consultant 2 days Remote UAT Testing Session (Education and Test Scripts) 1 day CITY/DISTRICT UAT Testing 10 days
Configuration Adjustments 5 days
56

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Final UAT Testing 5 days
Stage Training 24 days
Training Plan Deliverable (Working Document) 2 days
User Training Onsite 1 day
Stage Move to Production and Go live for Landscaping 7 days Push to Prod 1 day
System Ready for Go-Live 0 days
Go-Live 1 day
Post Go-Live Support 5 days
Phased Implementation Waterworks 71 days
Stage - Configuration 71 days
GIS Configuration 5 days
Work Management: WO, Tasks, Workflow 19 days
CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Resource Configuration (Labor, Equip, Inventory) 19 days CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
57

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CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Facility Module Template Creation 19 days
CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Condition Rating Forms Created 19 days
CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Valuation Configuration 19 days
CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
58

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Mobile Configuration 10 days
Data Conversion 19 days
CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Integration #1 Tyler Munis Financial Information 15 days provides development package & validates 10 days
CITY/DISTRICT Reviews and Tests Integration 5 days
Integration #4 Barcode Scanner 15 days
provides development package & validates 10 days
CITY/DISTRICT Reviews and Tests Integration 5 days
Stage Testing 24 days
Initial Configuration Testing and Validation Consultant 2 days Remote UAT Testing Session (Education and Test Scripts) 2 days CITY/DISTRICT UAT Testing 10 days
Configuration Adjustments 5 days
Final UAT Testing 5 days
Stage Training 25 days
59

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Training Plan Deliverable (Working Document) 2 days
User Training Onsite 1 day
Stage Move to Production and Go live for Waterworks 12 days Push to Prod 1 day
System Ready for Go-Live 0 days
Go-Live 1 day
Post Go-Live Support 10 days
Phased Implementation Sanitation Services (Waste Water) 66 days Stage - Configuration 66 days
GIS Configuration 5 days
Work Management: WO, Tasks, Workflow 19 days
CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Resource Configuration (Labor, Equip, Inventory) 19 days CITY/DISTRICT provides data/information for configuration 5 days AtkinsRealis Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
60

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Consultant makes adjustments 2 days
Final Review before Testing 1 day
Facility Module Template Creation 19 days
CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Condition Rating Forms Created 19 days
CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Valuation Configuration 19 days
CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Mobile Configuration 10 days
61

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Data Conversion 19 days
CITY/DISTRICT provides data/information for configuration 5 days Configures System 10 days
CITY/DISTRICT/Consultant Review of Configuration 1 day
Consultant makes adjustments 2 days
Final Review before Testing 1 day
Integration #1 Tyler Munis Financial Information 15 days provides development package & validates 10 days
CITY/DISTRICT Reviews and Tests Integration 5 days
Integration #2 WinCan CCTV 15 days
provides development package & validates 10 days
CITY/DISTRICT Reviews and Tests Integration 5 days
Integration #4 Bar Scanner 15 days
provides development package & validates 10 days
CITY/DISTRICT Reviews and Tests Integration 5 days
Stage Testing 24 days
Initial Configuration Testing and Validation Consultant 2 days Remote UAT Testing Session (Education and Test Scripts) 2 days CITY/DISTRICT UAT Testing 10 days
Configuration Adjustments 5 days
62

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Final UAT Testing 5 days
Stage Training 25 days
Training Plan Deliverable (Working Document) 2 days
User Training Onsite 1 day
Stage Move to Production and Go live for Sanitation Services (Waste Water)

7 days
Push to Prod 1 day
System Ready for Go-Live 0 days
Go-Live 1 day
Post Go-Live Support 5 days
Integration #5 Tyler 311 TBD 30 days
Project Close Out 15 days
Finalize Project Items 15 days

Figure 1: CITY/DISTRICT Work and Asset Management System Project Schedule

Anticipated Hours by Project Role

CITY/DISTRICT
Project Role
Estimated hours
per month per
individual staff
member
Estimated
number of
individuals per
role

Additional Comments
Executive Sponsor 2-5 hours / month 1
Steering Committee 5-10 hours / month 1-5
Project Manager 40-75 hours / month 1 ▪ Coordinates resources, ensures all deliverables are met.
▪ Works with Consultant Project
Manager to ensure schedules and
delivery activities are met.
63

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Anticipated Hours by Project Role

CITY/DISTRICT
Project Role
Estimated hours
per month per
individual staff
member
Estimated
number of
individuals per
role

Additional Comments
Functional Division
Lead(s)
Assumes one lead per
division
20-40 hours / month 5
(Assumes 1 per
department)
▪ Expected during discovery,
requirements validation, testing, and
training for their phase.
▪ Provides business and
workflow/process knowledge to the
project team to better configure the
system to meet requirements.
▪ Coordinates decisions and approvals
for the functional division.

Subject Matter
Expert(s)
Note: one SME may
serve as SME on two
or more
modules/functional
division
20-40 hours / month 5
(Assumes 1 per
department)
▪ Expected during discovery,
requirements validation, testing, and
training during their phase.
▪ Provides business and
workflow/process knowledge to the
project team to better configure the
system to meet requirements.

Integration Lead 20-30 hours / month 1 ▪ Expected during integration planning and testing which has a typical
duration of 1-1.5 months.

Data Conversion Lead 20-30 hours / month 1 ▪ Expected during the extraction of data and validation process.

System Administrator 40-60 hours / month 1 - 2 ▪ Peak times include training, testing, and support of the system during the
implementation.
▪ May be actively involved with hands-
on tasks during in the configuration
process.
▪ It is expected their role will continue
post implementation.
64

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APPENDIX “2”

VUEWORKS CONFIGURABLE ITEMS

Section 1 – VUEWorks Configurable Items
This Section provides a list of configuration items within VUEWorks. All items listed below are included in the software licensing. However, items under Risk, Projects, and Budget Forecasting are excluded from the initial implementation.

Core System Settings
• Auto Log Out Settings
• Change Log Settings
• User Lists
• User and Role Permissions
• Layer Setup
• Asset Classes & Types
• Data Links
• Document Types
• Document Libraries
• Email Settings
• GIS Search Settings
• Time Entry Settings
• Report Manager
Settings Service Requests
(SR)
• SR Bulk Operation Settings
• SR Admin Settings
• SR Email Settings
• SR Number Formatting
• SR Types
• SR Issues
• SR Forms
• SR Terms
• SR Routing Configuration
• CitizenVUE Configuration
• Citizen Request Portal
Configuration Work Orders (WO)
• WO Bulk Operation Settings
• WO Admin Settings
65

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• WO Number Formatting
• WO Email Settings
• WO Types
• WO Activities
• WO Forms
• WO Tasks
• WO Terms
• WO Routing Configuration
• WO Statuses
• WO Priorities
• WO Funding Sources
• WorkforceVUE
Configuration Resource Manager
Personnel
• Labor Rate Types
• Labor Titles
• Crews
• Personnel Permission Groups
• Personnel Terms
• Personnel
Forms Equipment
• Category and Sub-Category
• Equipment Types
• Equipment Rate Types
• Equipment Permission Groups
• Equipment Terms
• Equipment
Forms Inventory
• Category and Sub-Category
• Inventory Types
• Inventory Permission Groups
• Inventory Rate Types
• Inventory Forms
• Warehouses
• Suppliers, Manufacturer
Lists Facilities
• Facility Templates
• Asset Types
• Attributes
• Default Values
• WorkforceVUE mobile
bundles Condition
66

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• Condition Forms
o Categories
o Defects
o Weights
o Ratings
o Override Ratings
o Condition
Terms Risk
• Failure Modes
• Failure Probabilities
• Consequences
• Consequence Ratings
• Risk
Terms Projects
• Project Statuses
• Project Groups
• Inflation Rates
• Project Terms
• Project Forms
• Jobs
Valuation
• Historical Costs
• Inflation Index
• Depreciation
Options Budget
Forecasting
• Life Expectancies
• Deterioration
• Baseline Settings
• Job Assignments
• Job Funding

67 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 64 Appendix "3"
City of Simi Valley, CA - Enterprise Asset Management Solution Feature Function Requirements Please input a "1" in the appropriate column to the right of the feature/function/capability statement. Further explanations, or information reg arding 3rd party software and/or modification costs should also be provided in the comments column and Project C osts worksheet (Appendix G), if applicable. Each "non -title" row (?.000) should have only one "1". Blank rows will be scored as Not Available.

Legend:

Standard - Current Available in current software release Guaranteed available in next release of software
Report Writer function through Standard Reports or Ad Hoc Report Writer Please estimate general cost estimates in comments not a quote, unless available due to your resell arrangement.

Custom programming by vendor (not meant to be a set -up configuration that is standard process through implementation. Please estimate general costs in comments (not a quote).

Not available in current or next release; interfaced/integrated third -party appli cation or through custom modification.

WORK ORDERS 1.051
EMAIL LETTERS BASED ON WORK REQUEST FOLLOW-UP - Ability to generate a work request follow -up email to the citizens who submitted the request when the requests and/or work orders are closed.
1 WORK ORDERS 1.052 WORK ORDER TYPES - Ability to generate the following work order types: 1 WORK ORDERS 1.053 ▪ Sanitation Work Orders 1
WORK ORDERS 1.054 ▪ Abandon Water Main 1
WORK ORDERS 1.055 ▪ Add New Valve Install 1
WORK ORDERS 1.056 ▪ Adjustment of Equipment 1
WORK ORDERS 1.057 ▪ Annual Flushing 1
WORK ORDERS 1.058 ▪ Cleaning Equip, Area, Or Lines 1
WORK ORDERS 1.059 ▪ Crane Work 1
WORK ORDERS 1.060 ▪ Electrical Work 1
WORK ORDERS 1.061 ▪ Fabrication 1
WORK ORDERS 1.062 ▪ Forced/Emergency 1
WORK ORDERS 1.063 ▪ Hand Tools Inspection 1
WORK ORDERS 1.064 ▪ Inspection of Equipment 1
WORK ORDERS 1.065 ▪ Installation of Equipment 1
WORK ORDERS 1.066 ▪ Instrumentation Equipment 1
WORK ORDERS 1.067 ▪ Landscape Maintenance 1
WORK ORDERS 1.068 ▪ Light Bulb Replacement 1
WORK ORDERS 1.069 ▪ Painting of Buildings & Equip 1
WORK ORDERS 1.070 ▪ Piping Installation Or Repair 1
WORK ORDERS 1.071 ▪ Remove Equipment Or Item 1
WORK ORDERS 1.072 ▪ Replace Equipment 1
WORK ORDERS 1.073 ▪ Safety Equip Repair 1
WORK ORDERS 1.074 ▪ Sanitation Crew Responsible for lines in Streets 1 WORK ORDERS 1.075 ▪ Temp High Line 1
WORK ORDERS 1.076 ▪ Vector Sump Or Lines 1
WORK ORDERS 1.077 ▪ Verify Proper Flow 1
WORK ORDERS 1.078 ▪ Welding 1
WORK ORDERS 1.079 ▪ Troubleshooting/Adjustment 1
WORK ORDERS 1.080 ▪ Water Work Orders 1
WORK ORDERS 1.081 ▪ Emergency H2O Barrel Recycling 1
WORK ORDERS 1.082 ▪ Motor/Pump Alignments 1
WORK ORDERS 1.083 ▪ Paving 1
WORK ORDERS 1.084 ▪ Repair Air Vac 1
WORK ORDERS 1.085 ▪ Repair Blow Off 1
WORK ORDERS 1.086 ▪ Repair Hydrant 1
WORK ORDERS 1.087 ▪ Repair Main Break 1
WORK ORDERS 1.088 ▪ Repair Motor 1
WORK ORDERS 1.089 ▪ Repair Pump 1
WORK ORDERS 1.090 ▪ Repair/Replace Service Line 1
WORK ORDERS 1.091 ▪ Repair/Replace Tank Mixer 1
WORK ORDERS 1.092 ▪ Repair/Replace Valve 1
WORK ORDERS 1.093 ▪ Replace Angle/Curb Stop 1
WORK ORDERS 1.094 ▪ Tank Nitrification 1
WORK ORDERS 1.095 ▪ Valve Flushing And Recirculation 1 WORK ORDERS 1.096 ▪ Street Tree Work Orders 1
WORK ORDERS 1.097 ▪ Tree Trimming - Street Lights 1
WORK ORDERS 1.098 ▪ Tree Trimming - Public Right of Way 1 WORK ORDERS 1.099 ▪ Tree Trimming - Traffic Signs 1
WORK ORDERS 1.100 ▪ Tree Remove 1
WORK ORDERS 1.101 ▪ Tree Inspection 1
WORK ORDERS 1.102 ▪ Tree Stability Test 1
WORK ORDERS 1.103 ▪ Stakes And Ties 1
WORK ORDERS 1.104 ▪ Root Pruning 1
WORK ORDERS 1.105 ▪ Landscape District Maint. 1
WORK ORDERS 1.106 ▪ Shrub 1
WORK ORDERS 1.107 ▪ Ground Cover 1
WORK ORDERS 1.108 ▪ Landscape Insp 1
WORK ORDERS 1.109 ▪ Stump Grinding 1
WORK ORDERS 1.110 ▪ Replacement Tree 1
WORK ORDERS 1.111 ▪ Bee Swarm 1
WORK ORDERS 1.112 ▪ Insect Related 1
WORK ORDERS 1.113 ▪ Rodent Abatement 1
WORK ORDERS 1.114 ▪ Tree Fruit Debris 1
WORK ORDERS 1.115 ▪ Irrigation 1
WORK ORDERS 1.116 ▪ Trash Abatement 1
WORK ORDERS 1.117 ▪ Emergency Response 1
WORK ORDERS 1.118 ▪ Wind Related 1
69 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 66 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
WORK ORDERS 1.119 ▪ Weeds 1
WORK ORDERS 1.120 ▪ Incident Report 1
WORK ORDERS 1.121 ▪ Compliance 1
WORK ORDERS 1.122 ▪ Broken Limb 1
WORK ORDERS 1.123 ▪ Traffic Accident 1
WORK ORDERS 1.124 ▪ Wood Chip 1
WORK ORDERS 1.125 ▪ Private Developer Inventory 1
WORK ORDERS 1.126 ▪ City Inventory 1
WORK ORDERS 1.127 ▪ Street Work Orders 1
WORK ORDERS 1.128 ▪ Curb-Gutter Repair 1
WORK ORDERS 1.129 ▪ Sidewalk Repair 1
WORK ORDERS 1.130 ▪ Apron repair 1
WORK ORDERS 1.131 ▪ Cross Gutter Repair 1
WORK ORDERS 1.132 ▪ Pothole Repair 1
WORK ORDERS 1.133 ▪ Block Wall Repair 1
WORK ORDERS 1.134 ▪ Ramp Sidewalk 1
WORK ORDERS 1.135 ▪ Skin Patch 1
WORK ORDERS 1.136 ▪ R+R A/C Digout 1
WORK ORDERS 1.137 ▪ Install New Traffic Sign 1
WORK ORDERS 1.138 ▪ Repair Sign/Pole 1
WORK ORDERS 1.139 ▪ Curb Coring 1
WORK ORDERS 1.140 ▪ Install Stripping 1
WORK ORDERS 1.141 ▪ Clean Drain Inlet/outlet 1
WORK ORDERS 1.142 ▪ Clean Ditch/Wash 1
WORK ORDERS 1.143 ▪ Catch Basin Repair 1
WORK ORDERS 1.144 ▪ Grind Sidewalk 1
WORK ORDERS 1.145 ▪ Drain Inspection 1
WORK ORDERS 1.146 ▪ P/U Debris From Street/Public Right-of-Way 1 WORK ORDERS 1.147 ▪ Landscape Dept Callout 1
WORK ORDERS 1.148 ▪ Staff on Standby 1
WORK ORDERS 1.149 ▪ Street Class (e.g., arterial, residential, collector, etc.) 1 WORK ORDERS 1.150 ▪ Date Repair Completed 1
WORK ORDERS 1.151 ▪ Temporary Repair (Y/N?) 1
WORK ORDERS 1.152 GRAFFITI WORK ORDER FIELDS - Ability to track, at a minimum, the following fields for a graffiti work order:
1 WORK ORDERS 1.153 ▪ Location 1
WORK ORDERS 1.154 ▪ Description Of Tag, 1
WORK ORDERS 1.155 ▪ Gang Or Tag (Non-Gang) 1
WORK ORDERS 1.156 ▪ Side (sq. ft) 1
WORK ORDERS 1.157 ▪ Picture Taken 1
WORK ORDERS 1.158 STREET BANNER WORK ORDER FIELDS - Ability to track, at a minimum, the following fields for a street banner work order:
1 WORK ORDERS 1.159 ▪ Honoree Last Name 1
WORK ORDERS 1.160 ▪ Honoree First Name 1
WORK ORDERS 1.161 ▪ Branch of Service: Army, Navy, Air Force, Marine Corp., or Coast Guard 1 WORK ORDERS 1.162 ▪ Status (i.e., Active, Remove, Removed, Do Not Mail) 1 WORK ORDERS 1.163 ▪ Purple Heart 1
WORK ORDERS 1.164 ▪ Gold Star 1
WORK ORDERS 1.165 ▪ Category (i.e., Active, Reserve, or Inactive) 1 WORK ORDERS 1.166 ▪ Requestor's Last Name 1
WORK ORDERS 1.167 ▪ Requestor's First Name 1
WORK ORDERS 1.168 ▪ Requestor's Relationship 1
WORK ORDERS 1.169 ▪ Requestor's Address 1
WORK ORDERS 1.170 ▪ Requestor's Phone Number 1
WORK ORDERS 1.171 ▪ Requestor's Email Address 1
WORK ORDERS 1.172 ▪ Requestor's Signature 1
WORK ORDERS 1.173 ▪ Pole Number 1
WORK ORDERS 1.174 ▪ Application Received 1
WORK ORDERS 1.175 ▪ Installed (i.e., Memorial Day (Year) and Veteran's Day (Year) 1 WORK ORDERS 1.176 ▪ Notes 1
WORK ORDERS 1.177
TREATMENT OF LANDSCAPING WITH CHEMICALS WORK ORDER FIELDS - Ability to track, at a minimum, the following fields for a treatment of landscaping with chemicals work order:
1 WORK ORDERS 1.178 ▪ Chemical Type, Use and Duration 1 WORK ORDERS 1.179 LINE CLEARANCE - TRIMMING TREES NEAR ELECTRICAL LINE WORK ORDER FIELDS - Ability to track, at a minimum, the following fields for a line clearance work order:
1 WORK ORDERS 1.180 ▪ Street Light Clearance (i.e., vegetation vs non -organic (i.e., shoes)) 1 WORK ORDERS 1.181 ▪ Pole Location, Address, and Position 1 WORK ORDERS 1.182 TRAFFIC SIGN WORK ORDER FIELDS - Ability to track, at a minimum, the following fields for a traffic sign work order:
1 WORK ORDERS 1.183 ▪ Order 1
WORK ORDERS 1.184 ▪ Modification 1
WORK ORDERS 1.185 ▪ Repair 1
WORK ORDERS 1.186 ▪ Installation 1
70 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 67 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
WORK ORDERS 1.187 ▪ Installation with a New post 1
WORK ORDERS 1.188 TRAFFIC PAINTING/STRIPING/PAVEMENT MARKING WORK ORDER FIELDS - Ability to track, at a minimum, the following fields for a traffic painting work order:
1 WORK ORDERS 1.189 ▪ Installation 1
WORK ORDERS 1.190 ▪ Modification 1
WORK ORDERS 1.191 ▪ Repaint 1
WORK ORDERS 1.192 ▪ Curb 1
WORK ORDERS 1.193 STREET TREE WORK ORDER FIELDS - Ability to track, at a minimum, the following fields for a street tree work order:
1 WORK ORDERS 1.194 ▪ Work Order Number 1
WORK ORDERS 1.195 ▪ Work Order Type 1
WORK ORDERS 1.196 ▪ Description 1
WORK ORDERS 1.197 ▪ Service Category (i.e., Routine, Urgent) 1 WORK ORDERS 1.198 ▪ Assigned to 1
WORK ORDERS 1.199 ▪ Completed by 1
WORK ORDERS 1.200 ▪ Date Completed 1
WORK ORDERS 1.201 ▪ Follow-up Required 1
WORK ORDERS 1.202 ▪ Follow-up Date 1
WORK ORDERS 1.203 ▪ Follow-up Assigned to 1
WORK ORDERS 1.204 ▪ Service to perform 1
WORK ORDERS 1.205 ▪ Follow-up Work Assigned to 1
WORK ORDERS 1.206 ▪ Action taken 1
WORK ORDERS 1.207 ▪ Person Requesting Service Notified 1 WORK ORDERS 1.208 ▪ Notifications 1
WORK ORDERS 1.209 ▪ Date 1
WORK ORDERS 1.210 ▪ Left message to (Name of person) 1 WORK ORDERS 1.211 ▪ Answering Machine 1
WORK ORDERS 1.212 STREET MAINTENANCE WORK ORDER FIELDS - Ability to track, at a minimum, the following fields for a street maintenance work order:
1 WORK ORDERS 1.213 ▪ Work Order Number 1
WORK ORDERS 1.214 ▪ Service Requested By 1
WORK ORDERS 1.215 ▪ Service Request Type 1
WORK ORDERS 1.216 ▪ Initial Review Comments 1
WORK ORDERS 1.217 ▪ Initial Review Date 1
WORK ORDERS 1.218 ▪ Emergency Priority 1
WORK ORDERS 1.219 ▪ Hazard Risk Type (e.g., Trip and Fall Hazard, Sign Hazard, Pothole, etc.) 1 WORK ORDERS 1.220 ▪ Detailed Description Of Service Requested 1 WORK ORDERS 1.221 ▪ Service Category (i.e., Routine, Emergency, Urgent, General) 1 WORK ORDERS 1.222 ▪ Assigned To 1
WORK ORDERS 1.223 ▪ Vendor 1
WORK ORDERS 1.224 ▪ Purchase Order Number 1
WORK ORDERS 1.225 ▪ Weather 1
WORK ORDERS 1.226 ▪ Action Taken 1
WORK ORDERS 1.227 ▪ Completed Date 1
WORK ORDERS 1.228 ▪ Completed By 1
WORK ORDERS 1.229 WATER WORK ORDER FIELDS - Ability to track, at a minimum, the following fields for a water work order:
1 WORK ORDERS 1.230 ▪ Activity Code 1
WORK ORDERS 1.231 ▪ Milestone 1
WORK ORDERS 1.232 ▪ Asset Description 1
WORK ORDERS 1.233 ▪ Asset ID 1
WORK ORDERS 1.234 ▪ Location 1
WORK ORDERS 1.235 ▪ Location Description 1
WORK ORDERS 1.236 ▪ Initiated By 1
WORK ORDERS 1.237 ▪ Initiated Date/Time 1
WORK ORDERS 1.238 ▪ Scheduled Start Date/Time 1
WORK ORDERS 1.239 ▪ Scheduled Finish Date/Time 1
WORK ORDERS 1.240 ▪ Maintenance Type 1
WORK ORDERS 1.241 ▪ Source 1
WORK ORDERS 1.242 ▪ Problem 1
WORK ORDERS 1.243 ▪ Priority 1
WORK ORDERS 1.244 ▪ Authorization 1
WORK ORDERS 1.245 ▪ Assigned to 1
WORK ORDERS 1.246 ▪ Responsibility 1
WORK ORDERS 1.247 ▪ Reference No. 1
WORK ORDERS 1.248 ▪ Plan 1
WORK ORDERS 1.249 ▪ Group Project No. 1
WORK ORDERS 1.250 ▪ Incident 1
WORK ORDERS 1.251 ▪ Work Order Start Date/Time 1
WORK ORDERS 1.252 ▪ Work Closed Start Date/Time 1
WORK ORDERS 1.253 ▪ Work Order Closed By 1
WORK ORDERS 1.254 ▪ Hours 1
WORK ORDERS 1.255 ▪ Down Time 1
WORK ORDERS 1.256 ▪ Status 1
WORK ORDERS 1.257 ▪ Condition 1
71 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 68 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
WORK ORDERS 1.258 ▪ Actual Inventory Quantities Used 1 WORK ORDERS 1.259 ▪ Equipment Usage Hours 1
WORK ORDERS 1.260 ▪ Valuation Type 1
WORK ORDERS 1.261 ▪ Major Failure 1
WORK ORDERS 1.262 ▪ Service Line/Main Specific Fields 1 WORK ORDERS 1.263 ▪ Meter Read 1
WORK ORDERS 1.264 ▪ Meter Number 1
WORK ORDERS 1.265 ▪ Pressure Zone 1
WORK ORDERS 1.266 ▪ CHLR Residual 1
WORK ORDERS 1.267 ▪ Service/Main Size 1
WORK ORDERS 1.268 ▪ Service/Main Type 1
WORK ORDERS 1.269 ▪ Depth of Main 1
WORK ORDERS 1.270 ▪ Location of Main 1
WORK ORDERS 1.271 ▪ Size Of Street Cut 1
WORK ORDERS 1.272 ▪ USA# 1
WORK ORDERS 1.273 ▪ Fire Flow 1
WORK ORDERS 1.274 ▪ Angle Stop Leak 1
WORK ORDERS 1.275 ▪ Hydrant Leak 1
WORK ORDERS 1.276 ▪ Avac /Boff Leak 1
WORK ORDERS 1.277 ▪ Severity 1
WORK ORDERS 1.278 ▪ Surface Type 1
WORK ORDERS 1.279 ▪ Manufacturer 1
WORK ORDERS 1.280 ▪ Manufacture Date 1
WORK ORDERS 1.281 ▪ Purchase Date 1
WORK ORDERS 1.282 ▪ Model# 1
WORK ORDERS 1.283 ▪ Serial # 1
WORK ORDERS 1.284 ▪ # of Turns 1
WORK ORDERS 1.285 ▪ Valve Size 1
WORK ORDERS 1.286 ▪ Operator nut depth 1
WORK ORDERS 1.287 ▪ Direction to Open 1
WORK ORDERS 1.288 ▪ Install Date 1
WORK ORDERS 1.289 ▪ DWG# - Drawing number 1
WORK ORDERS 1.290 ▪ Estimated Water Loss 1
WORK ORDERS 1.291 ▪ Leak Hole Size 1
WORK ORDERS 1.292 ▪ Valves Opened/Personnel 1
WORK ORDERS 1.293 ▪ Valves Closed/Personnel 1
WORK ORDERS 1.294 ▪ Homes Affected 1
WORK ORDERS 1.295 ▪ Notified by Personnel/Date 1
WORK ORDERS 1.296 ▪ Depth of Main 1
WORK ORDERS 1.297 ▪ Location of Repair 1
WORK ORDERS 1.298 ▪ O.D. Of Main 1
WORK ORDERS 1.299 ▪ Location of Main 1
WORK ORDERS 1.300 ▪ Paving Specific Fields 1
WORK ORDERS 1.301 ▪ Saw Cut 1
WORK ORDERS 1.302 ▪ Cold Patch Size 1
WORK ORDERS 1.303 ▪ Saw Cut Size 1
WORK ORDERS 1.304 ▪ Sq. Ft. 1
WORK ORDERS 1.305 ▪ Tons/Asph 1
WORK ORDERS 1.306 SANITATION WORK ORDER FIELDS - Ability to track, at a minimum, the following fields for a sanitation work order:
1 WORK ORDERS 1.307 ▪ Work Order Number 1
WORK ORDERS 1.308 ▪ Activity 1
WORK ORDERS 1.309 ▪ Asset Type 1
WORK ORDERS 1.310 ▪ From 1
WORK ORDERS 1.311 ▪ ID 1
WORK ORDERS 1.312 ▪ Reference # 1
WORK ORDERS 1.313 ▪ Assigned To 1
WORK ORDERS 1.314 ▪ Date Initiated 1
WORK ORDERS 1.315 ▪ Date Scheduled 1
WORK ORDERS 1.316 ▪ Date Started 1
WORK ORDERS 1.317 ▪ Due Date 1
WORK ORDERS 1.318 ▪ Date Closed 1
WORK ORDERS 1.319 ▪ Maintenance Type 1
WORK ORDERS 1.320 ▪ Priority 1
WORK ORDERS 1.321 ▪ Problem 1
WORK ORDERS 1.322 ▪ Area 1
WORK ORDERS 1.323 ▪ Sub Area 1
WORK ORDERS 1.324 FACILITY WORK ORDER FIELDS - Ability to track, at a minimum, the following fields for facility work orders:
1 WORK ORDERS 1.325 ▪ Work Order Number 1
WORK ORDERS 1.326 ▪ Location 1
WORK ORDERS 1.327 ▪ Building/Unit 1
WORK ORDERS 1.328 ▪ Priority 1
WORK ORDERS 1.329 ▪ Area 1
WORK ORDERS 1.330 ▪ Area Number 1
72 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 69 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
WORK ORDERS 1.331 ▪ Craft 1
WORK ORDERS 1.332 ▪ Category 1
WORK ORDERS 1.333 ▪ Type 1
WORK ORDERS 1.334 ▪ Status 1
WORK ORDERS 1.335 ▪ Assigned To 1
WORK ORDERS 1.336 ▪ Estimated Start Date 1
WORK ORDERS 1.337 ▪ Estimated Hours to Complete 1
WORK ORDERS 1.338 ▪ Estimated Completion Date 1
WORK ORDERS 1.339 ▪ Request Date 1
WORK ORDERS 1.340 ▪ Purpose 1
WORK ORDERS 1.341 ▪ Budget Code 1
WORK ORDERS 1.342 ▪ Project Code 1
WORK ORDERS 1.343 ▪ Project Description 1
WORK ORDERS 1.344 ▪ Equipment Used 1
WORK ORDERS 1.345 ▪ Equipment Use Description 1
WORK ORDERS 1.346 ▪ Down Time (Hours/Minutes) 1
WORK ORDERS 1.347 ▪ Inventory Purchased 1
WORK ORDERS 1.348 ▪ Date Purchased 1
WORK ORDERS 1.349 ▪ Reference 1
WORK ORDERS 1.350 ▪ Description 1
WORK ORDERS 1.351 ▪ Supplier 1
WORK ORDERS 1.352 ▪ Pool 1
WORK ORDERS 1.353 ▪ Quantity 1
WORK ORDERS 1.354 ▪ Unit Cost 1
WORK ORDERS 1.355 ▪ Labor 1
WORK ORDERS 1.356 ▪ Date 1
WORK ORDERS 1.357 ▪ Staff 1
WORK ORDERS 1.358 ▪ Hours by Staff 1
WORK ORDERS 1.359 ▪ Date Completed 1
WORK ORDERS 1.360 ▪ Completed By 1
WORK ORDERS 1.361

AIR QUALITY MANAGEMENT DISTRICT - GENERATOR READING WORK ORDER FIELDS - Ability to track, at a minimum, the following fields for generator reading work orders:
1 WORK ORDERS 1.362 ▪ Work Order Number 1
WORK ORDERS 1.363 ▪ Location 1
WORK ORDERS 1.364 ▪ Building/Unit 1
WORK ORDERS 1.365 ▪ Status 1
WORK ORDERS 1.366 ▪ Assigned To 1
WORK ORDERS 1.367 ▪ Asset Number 1
WORK ORDERS 1.368 ▪ Model 1
WORK ORDERS 1.369 ▪ Serial Number 1
WORK ORDERS 1.370 ▪ Rating 1
WORK ORDERS 1.371 ▪ Type (e.g., preventative maintenance, emergency use, etc.) 1 WORK ORDERS 1.372 ▪ Start Time 1
WORK ORDERS 1.373 ▪ End Time 1
WORK ORDERS 1.374 ▪ Start Hours 1
WORK ORDERS 1.375 ▪ End Hours 1
WORK ORDERS 1.376 ▪ Fuel Level Start 1
WORK ORDERS 1.377 ▪ Fuel Level End 1
WORK ORDERS 1.378 ▪ Time 1
WORK ORDERS 1.379 ▪ Volts Per Phase - L1 1
WORK ORDERS 1.380 ▪ Volts Per Phase - L2 1
WORK ORDERS 1.381 ▪ Volts Per Phase - L3 1
WORK ORDERS 1.382 ▪ Amperes Per Phase - L1 1
WORK ORDERS 1.383 ▪ Amperes Per Phase - L2 1
WORK ORDERS 1.384 ▪ Amperes Per Phase - L3 1
WORK ORDERS 1.385 ▪ PF : 1 - HZ 1
WORK ORDERS 1.386 ▪ PF : 1 - KW 1
WORK ORDERS 1.387 ▪ Oil Temperature - PSI 1
WORK ORDERS 1.388 ▪ Oil Temperature - AMB 1
WORK ORDERS 1.389 ▪ Water Temperature 1
WORK ORDERS 1.390 ▪ Speed (RPM) 1
WORK ORDERS 1.391 ▪ Batter (Volts) 1
WORK ORDERS 1.392 ▪ Date Completed 1
WORK ORDERS 1.393 ▪ Completed By 1
WORK ORDERS 1.394 DETERMINE REQUIRED FIELDS - Ability for Agency to determine which fields are required for each work order type.
1 WORK ORDERS 1.395 REQUESTOR STATUS UPDATE - Ability to include the following information as part of a requestor work order status update:
1 WORK ORDERS 1.396 ▪ Work Order # 1
WORK ORDERS 1.397 ▪ Location 1
WORK ORDERS 1.398 ▪ Type 1
WORK ORDERS 1.399 ▪ Description 1
WORK ORDERS 1.400 ▪ Status 1
WORK ORDERS 1.401 ▪ Comments 1
73 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 70 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
WORK ORDERS 1.402 STANDARD LABOR HOURS - STAFF AND WORK ORDER TYPE - Ability to setup standard labor hours by individual for a work order.
1 WORK ORDERS 1.403 STANDARD LABOR HOURS - CREW AND WORK ORDER TYPE - Ability to setup standard labor hours by crew for a work order.
1 WORK ORDERS 1.404 MULTIPLE CREW MEMBER HOURS ON WORK ORDER - Ability for technicians to enter hours for multiple crew members on a work order based on actual burdened cost. 1 WORK ORDERS 1.405 CALCULATE COST OF CURE - Ability to calculate the labor, material, equipment and overhead costs associated with a work order.
1 WORK ORDERS 1.406 WORK ORDER INITIATION - Ability to initiate all work order types directly from: 1 WORK ORDERS 1.407 ▪ The Work Request Screen (Converting from a Service/Work Request) 1 WORK ORDERS 1.408 ▪ The Work Order Screen 1
WORK ORDERS 1.409 ▪ Selecting a location from the GIS Map 1 WORK ORDERS 1.410 ▪ Selecting an asset from the GIS Map 1 WORK ORDERS 1.411 ▪ The Asset Record 1
WORK ORDERS 1.412 COPYING WORK ORDERS - Ability to create a new work order by copying an existing work order.
1 WORK ORDERS 1.413 RELATED WORK ORDERS - Ability for the system to identify and group related work orders based on location and scheduled timeframe.
1 This functionaility
exists for work
requests.

WORK ORDERS 1.414 MULTIPLE GL ACCOUNTS BY WO - Ability to use multiple general ledger account numbers per work order
1 WORK ORDERS 1.415 AGENCY-DEFINED STATUS - Ability to define unlimited work order status codes by Work Order type and progression (e.g., initiated, in progress, on hold, pending parts, etc.). 1 WORK ORDERS 1.416 MASS GROUPING - Ability to group unlimited assets in one work order and open/close in mass (e.g., flushing all sewer lines or hydrants by area.) 1 WORK ORDERS 1.417 ASSIGN ASSETS TO PM GROUP - Ability to create a preventative maintenance group and assign multiple assets the group (e.g., add manholes to the group). 1 WORK ORDERS 1.418 ASSIGN WORK ORDERS BY POSITION - Ability to assign work orders by position type, but record actual completed time by specific staff.
1 WORK ORDERS 1.419 MASS GROUP RECORDING - Ability to record details on multiple assets in a single work order (e.g., asset inspections, pump flow times, electric meter reads, etc.) 1 WORK ORDERS 1.420
MULTIPLE ASSET WORK ORDER FOR ZONE/AREA - Ability to create a work order for multiple assets within a zone/area (e.g., create a single work order for multiple trees within an area).
1 WORK ORDERS 1.421 MULTIPLE WORK ORDER ACTIVITIES - Ability to establish multiple "activities" within a single work order with separate labor, intervals, equipment usage. 1 Via children work
orders and/or tasks.

WORK ORDERS 1.422 MULTIPLE JOB TICKETS - Ability to track multiple job tickets per work order 1 WORK ORDERS 1.423 PARTS PICK LIST- Ability to "kit" parts with the option to have certain items selected by default, configurable for each type of work order and asset. 1 WORK ORDERS 1.424
MULTIPLE WORK ORDER ACTIVITIES BY ASSET - Ability to establish multiple "activities" within a work order by asset (i.e., performing preventative maintenance on a group of assets and one requiring repairs).
1 WORK ORDERS 1.425
PROJECT WORK ORDERS - Ability to track all project -related work orders and costs (e.g., subdivision, construction project, community festivals, valve turns, hydrant flushing, lift inspection, etc.)
1 WORK ORDERS 1.426
EMERGENCY POWER SAFETY SHUT OFF EVENT WORK ORDERS - Ability to track all emergency power safety shut off event -related work orders and costs (e.g., earthquakes, fires, flood, COVID).
1 WORK ORDERS 1.427 SPLIT WORK ORDER COSTS - Ability to distribute labor, materials, and equipment usage equally across multiple assets on the work order (e.g., valve replacements in an area). 1 WORK ORDERS 1.428 STANDARD TASKS - Ability to setup standard tasks, requirements, and notes by work order type.
1 WORK ORDERS 1.429 WORK ORDER ASSIGNMENT - Ability to assign work orders to individuals, multiple individuals, crews or external vendors.
1 WORK ORDERS 1.430 WORK ORDER TASK ASSSIGNMENT - Ability to have multiple tasks per work order with different staff assigned to different tasks
1 Via children work
orders, and can be
managed via workflow
engine.

WORK ORDERS 1.431 WORK ORDER ASSIGNMENT - Ability to auto assign a work order to the staff member with the least number of work orders assigned to them. 1 Manual process (not
automatic).

WORK ORDERS 1.432 STAND BY WORK ORDER ASSIGNMENT - Ability to maintain a stand by calendar list and auto assign after hours emergency service requests or work order based on the list. 1 Manual process (not
automatic).

WORK ORDERS 1.433
CREATE WORKFLOW - Provide workflow for the process of work order initiation, resource assignment, additional materials and equipment, work scheduling, reporting, and data entry verification.
1 WORK ORDERS 1.434
ONLINE WORK REQUEST APPROVAL - Ability for an internal department online work request to be approved by the division designee before being automatically routed to the Public Works Division.
1 74
A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 71 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
WORK ORDERS 1.435
ROUTING WORKFLOW - Ability for work order to auto-route to appropriate departments as tasks are completed (e.g., main break is repaired by Water Department, and then Streets Department finishes the street repairs.)
1 Via workflow engine.

WORK ORDERS 1.436
ONLINE WORKFLOW BACKUP APPROVERS - Ability to route workflow tasks to appropriate staff (e.g., primary assignee is on leave), considering user defined routing rules (e.g., costs less than $5K is approved by manager; less than $25K is approved by director and less than $125K approved by City Manager).
1 Via workflow engine.

WORK ORDERS 1.437 MULTI-DIVISION ASSIGNMENTS - Ability to assign additional sub tasks/work orders to active/open work orders and assign to multiple divisions. 1 Via children work
orders.

WORK ORDERS 1.438 EMAIL NOTIFICATION LINKS - Ability to email work order assignment notification with link to work order record.
1 WORK ORDERS 1.439 EMAIL NOTIFICATION TO RISK MANAGEMENT - Ability to email notification of risk management work order claims.
1 WORK ORDERS 1.440 EMERGENCY WORK ORDER NOTIFICATION - Ability to notify staff members of the prioritized work.
1 WORK ORDERS 1.441 EMAIL WORK ORDER TO CONSULTANT - Ability to email a specific completed inspection work order form/report to a Consultant.
1 WORK ORDERS 1.442 REASSIGN - Ability to reassign open work orders to other persons and divisions without creating a new work order.
1 WORK ORDERS 1.443 ONE TIME FEES - Ability to apply miscellaneous one -time account fees (e.g., new meter set fees).
1 WORK ORDERS 1.444 EXTERNAL BILLING - Ability to invoice all costs to external party (e.g., invoice for property damage, emergency work orders) and track payments using specific general ledger codes. 1 Via integration with
3rd party billing
application.

WORK ORDERS 1.445 INTERNAL BILLING - Ability to track all costs for work orders that will be billed back to other departments using specific general ledger codes. 1 WORK ORDERS 1.446 INVOICES - Ability to generate an invoice from a work order. 1 WORK ORDERS 1.447 INVOICES - Ability to generate an invoice based off of multiple work orders. 1 WORK ORDERS 1.448
REAL-TIME UPDATE - Provide real-time updates to work orders for all work order entry information (e.g., tasks completed, labor, materials, equipment, etc.) whether or not the work order is completed.
1 WORK ORDERS 1.449 CALC RESPONSE & RESOLUTION TIME - Provide auto-calculation of work order resolution and response times, excluding on -hold time (e.g., waiting for parts). 1 WORK ORDERS 1.450
OUTSOURCED WORK ORDERS - Ability to track outsourced work orders (e.g., guard rail, storm drain channels, storm drain catch basins, weed spraying, homeless encampment cleanup, etc.).

1 WORK ORDERS 1.451 OUTSOURCED WORK ORDERS UPDATES - Ability for vendors to update outsourced work orders.
1 WORK ORDERS 1.452 OUTSOURCED WORK ORDERS BY VENDOR - Ability to set up work orders and track costs for outsourced work orders by vendor.
1 WORK ORDERS 1.453 ON HOLD - Ability to put a work order on hold and require a reason. 1 WORK ORDERS 1.454
REMINDERS - Ability to generate email reminders based on an agency-defined notification period (e.g., upcoming 30 days) to all users associated with the workflow for parts required for work orders that are upcoming, pending or on hold based on their priority. 1 WORK ORDERS 1.455
WORK ORDERS 1.456 REMINDER - OPEN WORK ORDERS - Ability to generate reminders for open work orders than have been open for more than X days.
1 WORK ORDERS 1.457 REMINDER - OPEN WORK ORDERS BY LOCATION - Ability to generate reminders for open work orders by location.
1 WORK ORDERS 1.458 REMINDER - OPEN WORK ORDERS BY INDIVIDUAL - Ability to generate reminders for open work orders by individual.
1 WORK ORDERS 1.459 REMINDERS - OPEN URGENT/HAZARD RISK WORK ORDERS - Ability to generate reminders for open urgent or hazard risk work orders at agency -defined frequency intervals. 1 WORK ORDERS 1.460 CHANGE CLOSED WORK ORDER - Ability to adjust work order resources after work order has been completed or closed (with the appropriate permissions). 1 WORK ORDERS 1.461 REPAIR ORDERS - Ability to generate repair work orders from inspection results. 1 WORK ORDERS 1.462 CLASSIFICATION BY FACILITY/AREA - Ability to classify work orders by facility/area. 1 WORK ORDERS 1.463
ASSET WORK ORDER - Ability to process a work order without having to know the actual asset number (e.g., fix a manhole cover by type of activity even if the asset is not in the system).
1 WORK ORDERS 1.464 ENTRY OF REPORTED WORK - Ability to enter individual resource or Consultant time by work order screen or Time Entry module. Vendors, please describe any limitations. 1 WORK ORDERS 1.465 CREW IDLE TIME - Ability to track crew idle time. 1 WORK ORDERS 1.466 START/END TIMES FOR WORK ORDER - Ability to record start and stop times for certain work orders after the work order is completed.
1 WORK ORDERS 1.467 STANDARD BILLS OF MATERIAL - Ability to have standard bills of material (item, quantity, and price) detailed in a work order by type. 1 WORK ORDERS 1.468 ATTACHMENTS - Ability to attach scanned documents, files, digital photos, url, etc., to a work order (e.g., backflow preventer tests, inspections, generator PMs, etc.). 1 75
A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 72 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
WORK ORDERS 1.469 FREE-FORM COMMENTS - Ability to enter "unlimited" free-form comments to work order and maintenance records.
1 WORK ORDERS 1.470 EQUIPMENT RENTAL - Ability to enter equipment rental usage that is reflected in hours/rates.
1 WORK ORDERS 1.471 WORK ORDER COMPLETION - Capture work order completion data, including: 1 WORK ORDERS 1.472 ▪ When completed 1
WORK ORDERS 1.473 ▪ Hours to complete 1
WORK ORDERS 1.474 ▪ Inventory parts used 1
WORK ORDERS 1.475 ▪ Problems encountered 1
WORK ORDERS 1.476 ▪ Employee/division identification 1 WORK ORDERS 1.477 ▪ Consultant or vendor 1
WORK ORDERS 1.478
NOTIFICATION BY CLOSED WORK ORDER TYPE - Ability to automatically generate an email notification by work order type to users when a work order is closed (e.g., notify Engineering Department when a street, curb, or sidewalk work order is closed) 1 WORK ORDERS 1.479 BURDEN RATES - Ability to cost work orders using user burden or overhead rates. 1 WORK ORDERS 1.480 EMPLOYEE LABOR RATE - Ability to use a standard rate labor charge or the employee's actual pay rate.
1 WORK ORDERS 1.481 FULLY BURDENED COST RECOVERY - Ability to pass the captured costs of work order to internal or external parties.
1 WORK ORDERS 1.482
OUTSTANDING SERVICE REQUEST/WORK ORDER - At data entry time, provide system alert of any other outstanding service requests or work orders for the same location or same asset.
1 WORK ORDERS 1.483 ISSUE INVENTORY TO WORK ORDER - Ability to issue parts from inventory in the work order screen or to a work order from the inventory screen. 1 WORK ORDERS 1.484 ISSUE NON-INVENTORY ITEMS - Ability to add non-inventory parts to a work order. 1 WORK ORDERS 1.485 LOCATION - Ability for a work order location to be a street segment and range of addresses (e.g., 100-600 blocks of Bennett Street).
1 WORK ORDERS 1.486
MOBILE ACCESS - Ability to use mobile devices in the field, with real-time access to view, open, and update work orders. Vendors, please describe how this can be accomplished in the comments column.
1 WorkforceVUE is our
mobile app that allows
users to view, manage
existing, and create
new Work Requests
and Work Orders in
the field. The app
works connected or
disconnected;
connectivity is needed
to sync (push/pull)
data between the web
version of
VUEWorks® and the
mobile app. The app
can be setup to
automatically sync
data at a specific time
interval (i.e., every 5
minutes, every 5 hours
etc.).

WORK ORDERS 1.487 MOBILE ATTACHMENTS - Ability to take photos on a mobile device, and have photos/metadata (e.g., lat/long) attach to the work order with a time stamp. 1 WORK ORDERS 1.488 MOBILE - WORK ORDER LOCATION PROXIMITY - Ability to only complete work orders in the field when a user is within agency- defined proximity of the work order location.

1 Via user defined filter.

WORK ORDERS 1.489 USAGE RATE EFFECTIVE DATES - Ability to set effective dates of labor and equipment usage rates.
1 WORK ORDERS 1.490 AGENCY TRACKING - Ability to track all traffic signals, maintenance history, and bill costs to appropriate agency (e.g., state, county, insurance company, etc.) 1 WORK ORDERS 1.491 ADDRESS - Ability for the system to indicate if address is not within the Agency's boundaries.
1 WORK ORDERS 1.492 ADDRESS SELECTION - Ability to force the selection of a valid address (i.e., no free form input of addresses).
1 WORK ORDERS 1.493 ASSIGNED ASSET AND WORK ORDERS - Ability to assign assets and Work Orders to a service area.
1 WORK ORDERS 1.494 ATTACHMENT PURGE - Ability for the system to report on attachments (documents) that are eligible for purging/deletion.
1 WORK ORDERS 1.495 INQUIRIES & REPORTS
WORK ORDERS 1.496 FEDERAL AND STATE REPORT COMPLIANCE - Ability to comply with all federal and state reporting requirements.
1 WORK ORDERS 1.497 MAINTENANCE REPORT - Ability to produce a periodic report by zones, detailing maintenance activities and costs.
1 76
A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 73 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
WORK ORDERS 1.498 WORK REQUEST TYPE - Ability to track number of work requests by type (originator, department, citizen, etc.).
1 WORK ORDERS 1.499
WORK ORDER INQUIRY - Ability to display service request/work order information online including the status and all detail -related information in order to answer customer inquiries about a service request.
1 WORK ORDERS 1.500
WORK ORDER INQUIRY - Ability to access a work order by asset part number, location, address, activity code, crew assigned, department assigned to, date, date resolved, work order number, etc.
1 WORK ORDERS 1.501 WORK ORDER INQUIRY BY STATUS AND LOCATION - Ability to query work orders by status, geo location, or intersection by category. 1 WORK ORDERS 1.502 DIVISION WORK ORDERS - Ability to display work orders by division within status. 1 WORK ORDERS 1.503 ASSIGNED WORK ORDERS - Ability to display work orders by assigned employee. 1 WORK ORDERS 1.504 PENDING VENDOR WORK ORDERS - Ability to display work orders pending vendor assignment.
1 WORK ORDERS 1.505 SCHEDULING WORK ORDERS - Ability to view employee activity calendar. 1 WORK ORDERS 1.506 OPEN WORK ORDERS - PAVING - Ability to generate a detailed report of open work orders related to paving.
1 WORK ORDERS 1.507 AVERAGE TIME TO COMPLETE - Ability to generate a report by tech and work order type 1 WORK ORDERS 1.508 OVERDUE PREVENTATIVE MAINTENANCE - Ability to report on overdue Preventative Maintenance work orders.
1 WORK ORDERS 1.509
ASSETS WITH HIGH ANNUAL MAINTENANCE - Ability to generate report of assets that have a considerable amount of maintenance scheduled per year (e.g., maintenance which should be normally once per year has been scheduled three or more time for the year). 1 WORK ORDERS 1.510 WORK ORDER BY PRIORITY - CRITICAL - Ability to generate a report of work orders that are prioritized as critical (high) by location.
1 WORK ORDERS 1.511 WORK ORDERS AWAITING PARTS - Ability to generate list of work orders awaiting parts. 1 WORK ORDERS 1.512 EMPLOYEE AVAILABLE/UNAVAILABLE TIME - Ability to track when an employee is available to be assigned to a work order.
1 WORK ORDERS 1.513 CREW CHANGES - Ability to notify agency -defined users when crew size changes are required to address work order assignments.
1 WORK ORDERS 1.514
TRACK/REPORT ON MULTIPLE ASSETS ON WORK ORDER - Ability to track and report on multiple specific assets on a single work order, but still inquire/report what details on the work order is specific to each asset (e.g. change bulbs on 20 street lights, all with different ID's and be able to track and report on each ID separately).

1 WORK ORDERS 1.515 CLOSED STREET-CURB-SIDEWALK WORK ORDERS - Ability to generate a report of street, curb, or sidewalk work orders closed within a date range. 1 WORK ORDERS 1.516
HISTORICAL EMERGENCY RESPONSE WORK ORDERS - Ability to report on all historical emergency response work orders (e.g., project or event, power surge, earthquake, fire, COVID) by type, date, and location.
1 WORK ORDERS 1.517
ASSET TRANSFER/USAGE HISTORY - Ability to track an asset's historical location as its transferred and used in various locations (e.g., motor or blower moved between various locations).
1 WORK ORDERS 1.518 DETAILED WORK ORDERS BY FACILITY AND STAFF - Ability to generate a detailed work order report by facility and staff for a date range. 1 WORK ORDERS 1.519 DETAILED PM COSTS REPORT - Ability to show the cost of preventative maintenance work that includes activity, problem, and frequency of work orders. 1 WORK ORDERS 1.520 MONTHLY DIESEL GENERATOR OPERATION REPORT - Ability to generate a detailed monthly report of diesel generator reads and operation hours by day. 1 WORK ORDERS 1.521 PREVENTATIVE MAINTENANCE (PM)
WORK ORDERS 1.522 PM TYPES - Provide unlimited types of preventative maintenance work orders. 1 WORK ORDERS 1.523 PM SCHEDULE ZONE - Provide unlimited types of preventative maintenance zones by work type.
1 WORK ORDERS 1.524 DAILY ROUND INSPECTION SHEETS - Ability to track daily round inspection sheets within the system.
1 WORK ORDERS 1.525 INSPECTION FIELDS - Ability to track, at a minimum, the following inspection fields: 1 WORK ORDERS 1.526 ▪ Tank Nitrification Specific Fields 1 WORK ORDERS 1.527 ▪ Tank Site 1
WORK ORDERS 1.528 ▪ Date 1
WORK ORDERS 1.529 ▪ Employee 1
WORK ORDERS 1.530 ▪ Temperature 1
WORK ORDERS 1.531 ▪ Total Cl2 1
WORK ORDERS 1.532 ▪ NH3 1
WORK ORDERS 1.533 ▪ Comments 1
WORK ORDERS 1.534 ▪ Diesel Generator Specific Fields 1 WORK ORDERS 1.535 ▪ Test Run 1
WORK ORDERS 1.536 ▪ Date 1
WORK ORDERS 1.537 ▪ End Read 1
WORK ORDERS 1.538 ▪ Start Read 1
77 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 74 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
WORK ORDERS 1.539 ▪ Operation Hours 1
WORK ORDERS 1.540 ▪ Emergency Run 1
WORK ORDERS 1.541 ▪ Date 1
WORK ORDERS 1.542 ▪ End Read 1
WORK ORDERS 1.543 ▪ Start Read 1
WORK ORDERS 1.544 ▪ Operation Hours 1
WORK ORDERS 1.545 PREVENTATIVE MAINTENANCE TRIGGERS - Ability to automatically generate a preventative maintenance work order by using any of the following triggers:
1 WORK ORDERS 1.546 ▪ Mileage 1
WORK ORDERS 1.547 ▪ Fuel Consumption 1
WORK ORDERS 1.548 ▪ Days since last PM 1
WORK ORDERS 1.549 ▪ Hours 1
WORK ORDERS 1.550 ▪ Readings 1
WORK ORDERS 1.551 ▪ Frequency of Usage (e.g., based on school year starts for ensuring sign visibility, once a month for traffic)
1 WORK ORDERS 1.552 PM SOPs - Ability to maintain, attach, and retrieve Standard Operating Procedures (SOPs) for work orders.
1 WORK ORDERS 1.553 MATERIAL SAFETY DATA SHEETS - Ability to retrieve Material Safety Data Sheets (MSDS) related to an asset for a work order.
1 WORK ORDERS 1.554 FORM ATTACHMENT - Ability to attach inspection forms to the work order record. 1 WORK ORDERS 1.555 ASSET ATTACHMENTS - Ability to retrieve documentation related to an asset for a work order.
1 WORK ORDERS 1.556 PM FIELDS - Provide the following fields in addition to the work order fields: 1 WORK ORDERS 1.557 ▪ Frequency Code 1
WORK ORDERS 1.558 ▪ Last PM Date 1
WORK ORDERS 1.559 ▪ Reason Created 1
WORK ORDERS 1.560 PM PROJECTS - Ability to setup preventative maintenance projects and track multiple work orders per preventative maintenance project.
1 WORK ORDERS 1.561 PM INTERVALS - Ability to schedule PMs for any agency-defined interval (e.g., seasonal, twice a week, twice a month, every two weeks, monthly, daily, every three years, etc.) 1 WORK ORDERS 1.562 PM INTERVALS - GROUPS - Ability to schedule recurring preventative maintenance by group (e.g., group of multiple manholes every 3 months). 1 WORK ORDERS 1.563 MAINTAIN EQUIPMENT AND ITEM BILLS OF MATERIALS - Ability to maintain parent equipment bills of material components (tree structure). 1 WORK ORDERS 1.564 MAINTENANCE OF EQUIPMENT'S COMPONENTS - Ability to maintain individual equipment and equipment component maintenance schedules. 1 WORK ORDERS 1.565 SUGGEST REPLACEMENT PARTS ON WORK ORDERS - Ability to maintain and suggest parent equipment and equipment component replacement parts. 1 WORK ORDERS 1.566
PREVENTATIVE MAINTENANCE INSTRUCTIONS AND GENERAL COMMENTS - Ability to associate preventive maintenance instructions, equipment recommended parts list, maintenance schedules, and general comments to work orders. 1 WORK ORDERS 1.567
MAINTENANCE TRACKING - Ability to track maintenance activity and costs related to infrastructure, facilities, and equipment (e.g., water lines, pumps, equipment, electrical equipment, autos, facilities, lift stations, landscaping, etc.) 1 WORK ORDERS 1.568

AUTOMATICALLY GENERATE PREVENTATIVE MAINTENANCE PARTS REQUISITION - Ability to generate a requisition for required preventative maintenance parts (e.g. Belts for HVAC, etc.)
1 WORK ORDERS 1.569
LINE ITEM BUDGET FOR PM WORK ORDER - Ability to enter line item budget for a preventative maintenance work order and report budget versus actual for that work order or work order type.
1 WORK ORDERS 1.570 PREVENTATIVE MAINTENANCE SCHEDULING - Ability to schedule preventative maintenance by target month.
1 WORK ORDERS 1.571 PREVENTATIVE MAINTENANCE SCHEDULING - Ability for system to auto schedule next preventative maintenance inspection (e.g., 12 months from last completed inspection). 1 WORK ORDERS 1.572 PREVENTATIVE MAINTENANCE COMPLETED DATE - Ability to track actual date preventative maintenance was completed.
1 WORK ORDERS 1.573 INFRASTRUCTURE ASSETS
WORK ORDERS 1.574
AGENCY-DEFINED ASSET CLASSES AND ATTRIBUTES - Provide agency-defined standard descriptions for infrastructure classes, sub -classes, and functions (e.g., water lines, sanitary sewer lines, storm sewer lines, pavement, sidewalks, hydrants, curb and gutter, etc.)
1 WORK ORDERS 1.575
AGENCY-DEFINED FIELDS BY ASSET TYPE - Ability to create unlimited agency-defined fields by Asset Type (e.g., building, floors, elevator, hydrants, lift stations, vehicles, equipment, etc.)
1 WORK ORDERS 1.576 AGENCY-DEFINED FIELDS BY ASSET CLASS - Ability to create unlimited agency -defined fields by Asset Class (e.g., pipes, pavement, sidewalks, etc.). 1 WORK ORDERS 1.577 MULTIPLE ASSET TYPES BY WORK ORDER - Ability to create a work order that contains multiple asset types.
1 WORK ORDERS 1.578 ASSET FIELDS - Ability to provide and maintain the following infrastructure asset information, including, but not limited to:
1 WORK ORDERS 1.579 ▪ Asset Name 1
78 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 75 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
WORK ORDERS 1.580 ▪ Asset ID Number 1
WORK ORDERS 1.581 ▪ Asset Class 1
WORK ORDERS 1.582 ▪ Asset Type 1
WORK ORDERS 1.583 ▪ Department 1
WORK ORDERS 1.584 ▪ Division 1
WORK ORDERS 1.585 ▪ Short Description 1
WORK ORDERS 1.586 ▪ Long Description 1
WORK ORDERS 1.587 ▪ Notes 1
WORK ORDERS 1.588 ▪ Color 1
WORK ORDERS 1.589 ▪ Size 1
WORK ORDERS 1.590 ▪ Length 1
WORK ORDERS 1.591 ▪ Age (calculated) 1
WORK ORDERS 1.592 ▪ Value 1
WORK ORDERS 1.593 ▪ Prior inspection date 1
WORK ORDERS 1.594 ▪ Prior inspection results 1
WORK ORDERS 1.595 ▪ Prior Defects 1
WORK ORDERS 1.596 ▪ Condition Description 1
WORK ORDERS 1.597 ▪ Condition Rating 1
WORK ORDERS 1.598 ▪ Repair/Replace? 1
WORK ORDERS 1.599 ▪ Parent Asset Name 1
WORK ORDERS 1.600 ▪ Parent Assembly ID Number 1
WORK ORDERS 1.601 ▪ Sub-Assets List 1
WORK ORDERS 1.602 ▪ Sub Assembly ID Number List 1
WORK ORDERS 1.603 ▪ Associated Assets (upstream and downstream assets) 1 WORK ORDERS 1.604 ▪ Geo Coordinates (Longitude/Latitude/Elevation) 1 WORK ORDERS 1.605 ▪ Physical Location Address Street Number 1 WORK ORDERS 1.606 ▪ Physical Location Address Street Number Suffix 1 WORK ORDERS 1.607 ▪ Physical Location Address Street Prefix 1 WORK ORDERS 1.608 ▪ Physical Location Address Street Name 1 WORK ORDERS 1.609 ▪ Physical Location Address Street Suffix 1 WORK ORDERS 1.610 ▪ Physical Location Address Sub-Detail 1 WORK ORDERS 1.611 ▪ Physical Location Address City 1
WORK ORDERS 1.612 ▪ Physical Location Address State 1 WORK ORDERS 1.613 ▪ Physical Location Address Zip (5) 1 WORK ORDERS 1.614 ▪ Physical Location Address Extended Zip (4) 1 WORK ORDERS 1.615 ▪ Building 1
WORK ORDERS 1.616 ▪ Floor 1
WORK ORDERS 1.617 ▪ Room 1
WORK ORDERS 1.618 ▪ Area 1
WORK ORDERS 1.619 ▪ Sub-Area 1
WORK ORDERS 1.620 ▪ Drawing Reference/Attachment 1
WORK ORDERS 1.621 ▪ Date Assigned 1
WORK ORDERS 1.622 ▪ Project/Program Number 1
WORK ORDERS 1.623 ▪ Acquisition Date 1
WORK ORDERS 1.624 ▪ Installation Date 1
WORK ORDERS 1.625 ▪ Initial Cost 1
WORK ORDERS 1.626 ▪ Expected Life 1
WORK ORDERS 1.627 ▪ Residual Value 1
WORK ORDERS 1.628 ▪ Salvage Value 1
WORK ORDERS 1.629 ▪ Book Value 1
WORK ORDERS 1.630 ▪ Cabinet Type 1
WORK ORDERS 1.631 ▪ Power Supply 1
WORK ORDERS 1.632 ▪ Conflict Monitor 1
WORK ORDERS 1.633 ▪ Camera Type 1
WORK ORDERS 1.634 ▪ Fiber Optic 1
WORK ORDERS 1.635 ▪ Switches 1
WORK ORDERS 1.636 ▪ IC 1
WORK ORDERS 1.637 ▪ Controller Type 1
WORK ORDERS 1.638 ▪ Opticom 1
WORK ORDERS 1.639 PRE-CONFIGURED ASSET FIELDS - System to be delivered with pre-figured fields for the following asset types:
1 Pre-configured
templates can be
provided.

WORK ORDERS 1.640
▪ Water: Mains, valves, meters, hydrants, service lines, water nodes, wells, reservoirs, pumps, motors, airvacs, blow offs, pump stations, pressure reducing stations, sample stations, and backflows.
1 Pre-configured
templates can be
provided.

WORK ORDERS 1.641 ▪ Sewer: mains, manholes, service lines, nodes, lift stations 1 Pre-configured
templates can be
provided.

WORK ORDERS 1.642 ▪ Storm: channels, inlets, mains, manholes, culverts, storage basins 1 Pre-configured
templates can be
provided.

WORK ORDERS 1.643 ▪ Streets and Roadways: segments, signals, signs, lights, trees, landscape, intersections, bridges, sidewalks 1
Pre-configured
templates can be
provided.
79 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 76 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
WORK ORDERS 1.644 ▪ Electric: wire, poles, transformers, junction boxes 1 Pre-configured
templates can be
provided.

WORK ORDERS 1.645 ▪ Parks: buildings, equipment, trees, vehicles 1 Pre-configured
templates can be
provided.

WORK ORDERS 1.646 ▪ Customer Service: service request management 1 Pre-configured
templates can be
provided.

WORK ORDERS 1.647
INFRASTRUCTURE NETWORKS - Ability to fully define infrastructure networks. In the case of a water system, this includes all pipes, valves, manholes, storage facilities, filter plants, etc.
1 WORK ORDERS 1.648
INFRASTRUCTURE NETWORKS ASSET ASSOCIATIONS - Ability to indicate upstream and downstream asset associations (e.g., lateral connections to a main, a main attached to a valve, etc.)
1 WORK ORDERS 1.649 MASTER ASSET - SUB-ASSET LISTING - Ability to view a listing of all sub-assets (children) that are associated with a master asset (parent). 1 WORK ORDERS 1.650 MASTER ASSET - ACCUMLULATED COST - Ability to see overall costs associated with a master asset (parent), including the cost of the sub -assets (children). 1 WORK ORDERS 1.651 INFRASTRUCTURE MATERIALS - Ability to fully define the materials within the infrastructure (e.g., type of pipe, length, flow rates, estimated life, etc.) 1 WORK ORDERS 1.652 INFRASTRUCTURE RUN TIMES - Ability to log run times (hours, units, flow, etc.) on plant equipment as inspected.
1 WORK ORDERS 1.653 CONDITION RATING - Ability to establish agency-defined condition ratings for each infrastructure asset segment.
1 WORK ORDERS 1.654 GEOGRAPHIC CLASSIFICATION OF INFRASTRUCTURE - Ability to group infrastructure assets by agency-defined geographic areas.
1 WORK ORDERS 1.655 GEOGRAPHIC CLASSIFICATION OF INFRASTRUCTURE - Ability to have unlimited geographic area classifications by location.
1 WORK ORDERS 1.656 ATTACHMENTS - Ability to attach documents and pictures to the asset record. 1 WORK ORDERS 1.657 ATTACHMENTS - WORK ORDER - Ability to retrieve images and documents stored at the asset record from the work order screen.
1 WORK ORDERS 1.658 WORK ORDER HISTORY - Ability to click into work order history by type of material or equipment at a summary and detail level, including the ability to see location. 1 Via embedded query
tool.

WORK ORDERS 1.659 WORK ORDER HISTORY BY ASSET - Ability to generate work order history by asset. 1 WORK ORDERS 1.660 WORK ORDERS BY ASSET HIERARCHY LEVEL - Ability to report on work orders associated to a particular asset hierarchy level (e.g., all work orders up to this level). 1 WORK ORDERS 1.661 WORK ORDER HISTORY - COSTS BY ASSET - Ability to generate work order cost summary reports by asset.
1 WORK ORDERS 1.662 ACTUAL VS PLANNED COMPARISONS - Ability to generate a comparison report for planned versus actual work completed.
1 WORK ORDERS 1.663 DATABASE OF FACILITY ASSETS - Provide a database of all major facility assets ranked by their criticality to the facility.
1 WORK ORDERS 1.664 PARENT/CHILD ASSOCIATION - Ability to track when a parent/child association has been created, modified or updated.
1 WORK ORDERS 1.665
NOTIFICATIONS FOR ABNORMAL READINGS - Ability to automatically notify staff when readings collected reach a specific point (e.g. a motor rated for 2.1 amps at full load had an amp reading of 3.0 amps entered).
1 Via calculated user
defined field(s).

WORK ORDERS 1.666 TRACK INTERVAL ASSET FAILURES - Provide a method for tracking the time interval between failure of any an asset by failure code.
1 WORK ORDERS 1.667 TRACK ASSET FAILURES - Provide a method for tracking all asset failures in general. 1 WORK ORDERS 1.668 LABOR HOURS BY WORK ORDER TYPE - Ability to track maintenance labor hours by work order type.
1 WORK ORDERS 1.669 INTEGRATION & INTERFACES
WORK ORDERS 1.670 INTEGRATION - GENERAL LEDGER - Ability to integrate with the General Ledger. 1 $7,000 estimate WORK ORDERS 1.671
INTEGRATION - ACCOUNTS RECEIVABLE - Ability to integrate with the Accounts Receivable module to generate an invoice for any work performed that must be billed to a third-party.
1 $7,000 estimate
WORK ORDERS 1.672 INTEGRATION – PROJECT ACCOUNTING - Provide integration with Project Accounting. 1 $7,000 estimate WORK ORDERS 1.673 INTEGRATION - PURCHASING - Ability to integrate with the Purchasing application to track work orders and costs associated with outsourced work orders by vendor. 1 $7,000 estimate
WORK ORDERS 1.674 INTEGRATION - CRM - Provide integration with the Customer Request Management system.
1 $5,000 estimate
WORK ORDERS 1.675 INTEGRATION – INVENTORY - Ability to integrate with the Inventory to update inventory items used on work orders.
1 $7,000 estimate
WORK ORDERS 1.676 INTEGRATION - TIME SHEETS - Ability to integrate with the scheduling functionality of the Time Sheets application.
1 $7,000 estimate
80 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 77 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
WORK ORDERS 1.677 INTEGRATION - ELECTRONIC CONTENT MANAGEMENT SYSTEM - System must integrate with Electronic Content Management System (To Be Determined). 1 $10,000 estimate
WORK ORDERS 1.678 INTEGRATION - BARCODE SCANNER - ASSET - Ability to integrate with barcode scanners to scan and retrieve an asset for a work order. 1 WORK ORDERS 1.679 INTEGRATION - WINCAN - COMPETED INSPECTION INFO - Ability to integrate with the City's CCTV inspection software to import completed inspection information. 1 Via Datalink tool.

WORK ORDERS 1.680 INTEGRATION - ARBORPRO - IMPORT - Ability to import tree work orders from the City's tree management software (ArborPro) .
1 Via work order import
tool.

WORK ORDERS 1.681
INTEGRATION - ARBORPRO - BI-DIRECTIONAL INTEGRATION (REAL-TIME) - Ability to integrate bi-directionally and in real -time with the City's tree management software (ArborPro) to receive work orders created in ArborPro and for the system to push closed work orders back to ArborPro.
1 $12,000 estimate
WORK ORDERS 1.682 INTEGRATION - PHOENIX SQL - Ability to import fuel usage and odometer reading by vehicle.
1 Via Datalink tool.

WORK ORDERS 1.683
INTEGRATION - DIGALERT - IMPORT/UPDATE - Ability to integration with the DigAlert (Underground Service Alert of Southern California) online portal to electronically receive and submit positive responses for utility location requests. 1 $8,000 estimate
WORK ORDERS 1.684 GIS INTEGRATION
WORK ORDERS 1.685
INTEGRATION - ESRI ARCGIS - Ability to interface with Esri ArcGIS to address GIS integration features discussed in this section. VENDOR NOTE: The EAM system must maintain sufficient resolution (10 -12 decimal places) to allow the tracking of assets to within one foot, as well as track vertical height above sea level. 1 WORK ORDERS 1.686 WORK ORDER - AUTO-POPULATE FROM GIS - Ability for the system to integrate with GIS in order to retrieve the following Work Order information:
1 WORK ORDERS 1.687 ▪ Geo Location related to a work order 1 WORK ORDERS 1.688 ▪ Address related to a work order 1
WORK ORDERS 1.689 ▪ Asset Name 1
WORK ORDERS 1.690 ▪ Asset ID 1
WORK ORDERS 1.691 ▪ Other Asset Attributes Stored in GIS (e.g., size, inspection results, condition rating, etc.) 1 WORK ORDERS 1.692
GIS/MAPPING - Ability to select an asset or a group of assets from a GIS map and drill - down to the asset or activity information (e.g., select asset and drill down to view work orders related to the asset
1 WORK ORDERS 1.693 GIS/MAPPING - WO MAP ROUTING - Ability to generate a map of work orders and provide a suggested route for completing them.
1 Available in included
mobile app
WorkforceVUE
WORK ORDERS 1.694 GIS/MAPPING - Ability to use GIS mapping to view: 1 WORK ORDERS 1.695 ▪ Open Work Orders for the Day 1
WORK ORDERS 1.696 ▪ Work Order Types 1
WORK ORDERS 1.697 ▪ Work Order Status 1
WORK ORDERS 1.698 ▪ Work Order Priority 1
WORK ORDERS 1.699 ▪ Work Orders by Asset 1
WORK ORDERS 1.700 ▪ Work Orders by Asset Types 1
WORK ORDERS 1.701 ▪ Asset Age 1
WORK ORDERS 1.702 ▪ Asset Condition Ratings 1
WORK ORDERS 1.703 MOBILE APPLICATION - Ability for the mobile application to retrieve GIS information. 1 WORK ORDERS 1.704 MOBILE APPLICATION - ASSET FIELDS APPROVED FOR EDITING - Ability to define, by feature class, which fields are approved for editing by field staff. 1 Spatial assets can be
edited/created in the
field using
WorkforceVUE's link
into Esri's Field Maps.

WORK ORDERS 1.705
MOBILE APPLICATION - ASSET FIELDS CHANGES WORKFLOW APPROVAL - Ability to use workflow functionality to route asset field changes to GIS staff for approval before overwriting fields in GIS.
1 WORK ORDERS 1.706 RADIUS SEARCHES - Ability to perform searches within a radius (e.g., work orders or assets within a given area)
1 WORK ORDERS 1.707 QUERYING DATABASE ATTRIBUTES - Provides ability to print agency-defined maps showing any queried attributes in database.
1 WORK ORDERS 1.708 POSITIONING COORDINATES - Provides location fields to identify the actual locations through the use of Geographical Positioning coordinates and Process Control Location IDs. 1 WORK ORDERS 1.709 DISPLAY MAP - WORK ORDER TYPES - Ability to color code work order types on map. 1 WORK ORDERS 1.710 DISPLAY MAP - ASSET TYPES - Ability to color code asset types on map. 1 Handled via Esri
REST service
symbology being
consumed.

WORK ORDERS 1.711 HEAT MAPS - The system has the ability to generate "heat -maps" on GIS mapping in order to identify areas of large work order volume.
1 Via pin clusters.

WORK ORDERS 1.712 FILTERED GIS MAPPING - Ability to use GIS mapping to view open work orders filtered by type or division.
1 81
A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 78 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
WORK ORDERS 1.713 ROUTES - The system should be able to use GIS to compute inspection routes based on specific information including, but not limited to, using layers in GIS for territories. 1 WORK ORDERS 1.714
BI-DIRECTIONAL INTERFACING - The interface between the GIS and other vendor modules should be bi -directional. The ability to query, view, and interact with location data with a spatial location and display them in a GIS viewer. 1 WORK ORDERS 1.715 GIS DATA SYNCHRONIZATION - Provides ability to synchronize any changes from GIS to update related location data from vendor modules.
1 Real-time connection.
82 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 79 City of Simi Valley, CA - Enterprise Asset Management Solution Feature Function Requirements Please input a "1" in the appropriate column to the right of the feature/function/capability statement. Further explanations, or i nformati
on regarding 3rd party software and/or modification costs should also be provided in the comments column and Project C osts worksheet (Appendix G), if applicable. Each "non -title" row (?.000) should have only one "1". Blank rows will be scored as Not Available. Legend:

Custom programming by vendor (not meant to be a set -up configuration that is standard process through implementation. Please estimate general costs in comments (not a quote).

Not available in current or next release; interfaced/integrated third -party appli cation or through custom modification.

INVENTORY 2.065 VENDOR PREFERENCE FOR ITEM - Ability to classify a primary, secondary, and tertiary vendor preference for an item.
1 INVENTORY 2.066
PURCHASED PARTS/MATERIAL - Ability to order parts for a specific work order and automatically apply those parts to a work order upon receipt of goods (e.g., buy at a specialty supplier).
1 INVENTORY 2.067 ALPHANUMERIC PART NUMBERS - Provide alphanumeric stock and part numbers. 1 INVENTORY 2.068 PLAN MATERIAL, PARTS, AND EQUIPMENT - Ability to plan/allocate material, parts, and equipment requirements for scheduled work orders.
1 INVENTORY 2.069 ISSUES TO INDIVIDUALS - Ability to track uniforms, gloves, shovels, and other small supplies issued to individuals.
1 INVENTORY 2.070 EQUIPMENT ISSUES - Ability to track equipment inventory issuance such as barricades, cones, temporary signs, arrow boards, hand tools, etc.
1 INVENTORY 2.071 ATTACHMENTS - Ability to attach documents and pictures to the master part record. 1 INVENTORY 2.072 PHYSICAL INVENTORY
INVENTORY 2.073 PHYSICAL INVENTORY - FREEZE - Ability to freeze (no transactions) inventory locations (including vehicles) being counted.
1 INVENTORY 2.074 CYCLE AND PHYSICAL INVENTORY - Provide both a cycle counting inventory and full or partial physical inventory capabilities.
1 INVENTORY 2.075 INVENTORY COUNT/VALUE - Ability to maintain an inventory count and value by item, a subset of assets based on a class or category.
1 INVENTORY 2.076 PHYSICAL INVENTORY - LOG COUNT - Ability to secure and track physical count data entry.
1 INVENTORY 2.077 PHYSICAL INVENTORY - REPORT - Generate a report comparing physical count to actual stock levels.
1 INVENTORY 2.078 PHYSICAL INVENTORY - RECOUNT - Ability to recount and enter new count for specific items.
1 INVENTORY 2.079 PHYSICAL INVENTORY - ADJUSTMENTS - Upon acceptance of the physical count, adjust stock levels and update the general ledger with stock shrinkage/overage. 1 INVENTORY 2.080 WAREHOUSE INVENTORY REQUISITIONS
INVENTORY 2.081 WAREHOUSE REQUISITIONS - STATUS - Display warehouse requisitions by stock number and cost center.
1 INVENTORY 2.082 WAREHOUSE REQUISITIONS - PICK TICKET - Provide a pick ticket including: 1 INVENTORY 2.083 ▪ Location 1
INVENTORY 2.084 ▪ Stock number 1
84 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 81 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
INVENTORY 2.085 ▪ Quantity ordered 1
INVENTORY 2.086 ▪ Department 1
INVENTORY 2.087 ▪ General ledger account number 1
INVENTORY 2.088 ▪ Quantity issued 1
INVENTORY 2.089 ▪ Quantity back ordered 1 Tracked under back orders
INVENTORY 2.090 ▪ Computer assigned order number 1
INVENTORY 2.091 ▪ Date 1
INVENTORY 2.092
PO NUMBER - Ability to use either a system -assigned purchase order number or a manually entered purchase order number (e.g., large purchase where purchase order number was assigned from the Finance Department) depending on the individual situation. 1 INVENTORY 2.093 AGENCY-DEFINED REORDER POINTS - Allow agency-defined reorder points for individual items.
1 INVENTORY 2.094 STOCK LEVEL CALCULATOR - Ability to calculate appropriate re -stock levels based on parameters such as shelf life, usage, critical need, and lead time. 1 Manual process.

INVENTORY 2.095 AGENCY-DEFINED EOQ VALUES - Allow agency-defined economic order quantity values to establish quantities for the best price.
1 INVENTORY 2.096
AUTOMATIC REORDERING - Ability for the system to automatically initiate requisition processing of standard reorder quantities whenever inventory levels fall below agency- defined reorder points.
1 INVENTORY 2.097 AUTOMATIC REORDERING BY DIVISON AND PART - Ability to automatically route reorder requisitions to different users based on division and part. 1 INVENTORY 2.098 AUTOMATIC REORDERING - EOQ - Ability for the system to automatically determine when to re-order, based on economic order quantity.
1 INVENTORY 2.099 AUTOMATIC REORDERING - SAFETY STOCK - Ability for the system to automatically determine when to re -order, based on safety stock amounts. 1 INVENTORY 2.100 AUTOMATIC REORDER REQUISITION REVIEW - Ability to review a system-generated requisition before issuing, and edit as necessary.
1 INVENTORY 2.101 INVENTORY RECEIVING
INVENTORY 2.102 RECEIVING INFO - Ability to capture the date, time, location, and user upon the receipt of goods.
1 INVENTORY 2.103 RECEIVING - Provide receiving of inventory items. Inventory level should reflect entry of receiving documents and return of unused items to inventory. 1 INVENTORY 2.104 ONE-CLICK RECEIPTS - Ability to "receive all" goods/services with one click. 1 INVENTORY 2.105 "RECEIVE ALL" CONFIRMATION MESSAGE - Ability to generate a message when a user clicks to "receive all" goods/services (e.g., Confirm you want to receive all goods). 1 INVENTORY 2.106 RECEIVING - ITEM PROCESSING - Provide simultaneous receiving and issuing of an item.
1 INVENTORY 2.107 RECEIVING - DAMAGED GOODS - Ability to process damaged goods receipt and returns using workflow functionality.
1 INVENTORY 2.108 RECEIVING - INCORRECT GOODS - Ability to process incorrect goods receipt and returns using workflow functionality.
1 INVENTORY 2.109 DAMAGED/INCORRECT ITEMS EMAIL - Ability to automatically send email notifications when received items are marked as damaged or incorrect. 1 INVENTORY 2.110 RETURN ISSUES - Ability to process return to stock and reversal of issue transaction. 1 INVENTORY 2.111 RECEIVING - DECENTRALIZED - Ability to process decentralized receiving of goods. 1 INVENTORY 2.112 ATTACH PACKING SLIP TO PO - Ability to scan and attach packing slips to purchase orders.
1 INVENTORY 2.113 RECEIVING - ADD ITEMS TO WO - Ability to add items to a work order at the time of receipt.
1 INVENTORY 2.114 TWO-WAY MATCH - Ability to process matching receipted item to invoice. 1 INVENTORY 2.115 INQUIRY AND REPORTING
INVENTORY 2.116 USER DASHBOARD - Provide user configurable dashboards that accesses and monitors inventory (e.g. replenishment level, templates, etc.)
1 INVENTORY 2.117 INVENTORY INQUIRY - Track and inquire on inventory items by stock number, part number, description, name, class, etc.
1 INVENTORY 2.118 INVENTORY REPORT - RECEIVING - Provide Inventory Receiving report. 1 INVENTORY 2.119
INVENTORY REPORT - LOCATION / WAREHOUSE / YARD / BINS / RACKS - Provide inventory reporting by physical location, such as warehouses, yards, vehicles, and bin/rack locations.
1 INVENTORY 2.120 INVENTORY REPORT - PROJECTS / WORK ORDERS - Provide inventory activity reporting by projects and work orders.
1 INVENTORY 2.121 INVENTORY REPORT - OVERAGE/SHORTAGE - Provide report of items over/under system count.
1 INVENTORY 2.122 INVENTORY REPORT - HISTORY - Provide history (up to three years) report of inventory items by stock number and cost center.
1 INVENTORY 2.123 INVENTORY REPORT - NO ACTIVITY - Provide report of items with no activity. 1 INVENTORY 2.124 INVENTORY REPORT - OBSOLETE PARTS - Ability to generate a report of parts no longer used within the plant.
1 INVENTORY 2.125 INVENTORY REPORT - ISSUED/RETURNS - Provide issued/returned report. 1 85 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 82 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
INVENTORY 2.126 INVENTORY REPORT - STATUS - Provide report of all items by stock number. 1 INVENTORY 2.127 INVENTORY REPORT - MONTHLY TRANSACTIONS - Provide a monthly report of all transactions by cost center and stock number.
1 INVENTORY 2.128 INVENTORY REPORT - Ability to generate reorder reports by vendor, which include historical order and contact information.
1 INVENTORY 2.129 INVENTORY MSDS - Ability to generate material safety data sheets. 1 INVENTORY 2.130 INVENTORY ADJUSTMENTS - Ability to report on inventory adjustments of over $XXX 1 INVENTORY 2.131 YEARLY INVENTORY AUDIT REPORT - Ability to create a yearly inventory audit report. 1 INVENTORY 2.132 INTEGRATION AND INTERFACES
INVENTORY 2.133 INTEGRATION - BARCODE SCANNER - Ability to integrate with barcode scanners for issuing of inventory parts.
1 INVENTORY 2.134
INTEGRATION - PURCHASING - Ability to integration with the Purchasing system for the requisition/purchasing and receipting of goods, including automatic re -ordering when inventory levels fall below agency-defined re-order points. 1 $15,000 estimate
INVENTORY 2.135 INTEGRATION - FUEL SYSTEM - Need integration with Fleet Data System . 1 Via Datalink tool.

INVENTORY 2.136 INTEGRATION – GENERAL LEDGER - Provide integration to the general ledger. 1 $10,000 estimate INVENTORY 2.137 INTEGRATION – PROJECT & GRANT ACCOUNTING - Ability to integrate with project & grant accounting for related inventoried items.
1 $10,000 estimate
INVENTORY 2.138 INTEGRATION – WORK ORDER/MAINTENANCE MANAGEMENT - Inventory Management should be fully integrated with Work Order/Maintenance Management. 1 INVENTORY 2.139 INTEGRATION – FLEET MANAGEMENT - Inventory Management should be fully integrated with Fleet Management.
1 INVENTORY 2.140 INTEGRATION - ELECTRONIC CONTENT MANAGEMENT SYSTEM - System must integrate with Electronic Content Management System (To Be Determined). 1 86
A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 83 City of Simi Valley, CA - Enterprise Asset Management Solution Feature Function Requirements Please input a "1" in the appropriate column to the right of the feature/function/capability statement. Further explanations, or informati on reg arding 3rd party software and/or modification costs should also be provided in the comments column and Project C osts worksheet (Appendix G), if applicable. Each "non -title" row (?.000) should have only one "1". Blank rows will be scored as Not Available. Legend:

Custom programming by vendor (not meant to be a set -up configuration that is standard process through implementation. Please estimate general costs in comments (not a quote).

Not available in current or next release; interfaced/integrated third -party appli cation or through custom modification.

CRM 3.053 SEARCH CRITERIA - Provide ability to obtain request/service request status by customer name, reference number, phone number, request type, and location. 1 CRM 3.054 SEARCH CRITERIA - Provide inquiry capability using wild cards and close -to logic. 1 CRM 3.055
AGING SEARCH - Provide inquiry capability for viewing requests based on aging criteria (e.g., requests still open that are "N' number of days beyond established standard response times).
1 CRM 3.056 STATISTICAL REPORTS - Allow for printing of reports in statistical format. 1 CRM 3.057 AGENCY-DEFINED REPORT SORTING - Allow for sorting of reports in user-defined sequence.
1 CRM 3.058 ADDRESS SELECTION - Ability to select the address from a pre -populated drop-down list, limiting the ability to free -form type the address to a selected few. 1 CRM 3.059 CALL SOURCE - Ability to track call input source (e.g., phone, face -to-face, e-mail, Web, etc.)
1 CRM 3.060 ESCALATION PRIORITY - Ability to escalate and prioritize status for daytime and off -hours calls.
1 CRM 3.061 ROUTE QUEUE - Ability to temporarily route queue to others in department pool when primary request is out of office or unavailable.
1 CRM 3.062 ROUTE QUEUE - Ability to track personnel who received the citizen request. 1 CRM 3.063 INTEGRATION
CRM 3.064 INTERFACE - GIS - Provide linkage of CRM to ESRI ArcGIS. 1 CRM 3.065 INTEGRATION - WORK ORDERS/MAINTENANCE MANAGEMENT - Provide two-way integration with the Work Order/Maintenance Management module. 1 CRM 3.066 INTEGRATION - ELECTRONIC CONTENT MANAGEMENT SYSTEM - System must integrate with Electronic Content Management System (To Be Determined). 1 88
A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 85 on
City of Simi Valley, CA - Enterprise Asset Management Solution Feature Function Requirements Please input a "1" in the appropriate column to the right of the feature/function/capability statement. Further explanations, or information regarding 3rd party software and/or modification costs should also be provided in the comments column and Project Costs worksheet (Appendix G), if applicable. Each "non-title" row (?.000) should have only one "1". Blank rows will be scored as Not Available.

Legend:

Custom programming by vendor (not meant to be a set-up configuration that is standard process through implementation. Please estimate general costs in comments (not a quote).

Not available in current or next release; interfaced/integrated third-party application or through custom modification.

Standard - Next Release
Report Writer
3rd-Party Application
Custom Modification
Not Available
Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Applicati
Custom Modification
Not Available
Comments
Fleet Maintenance
FLEET 4.000 FLEET MAINTENANCE
FLEET 4.001 AGENCY-DEFINED TABLES - Ability for the agency to define equipment classes and standard descriptions (e.g., heavy/light trucks, trailers, automobiles, etc.). 1 FLEET 4.002 VEHICLE NOTES - Ability to create unlimited permanent notes about a vehicle 1 FLEET 4.003 COMPONENTS - Ability to track components (e.g., warranty, transfers, repairs, location, and attached-to equipment.) 1
FLEET 4.004 VEHICLE INFORMATION - Provide basic vehicle information, including, but not limited to: 1 FLEET 4.005 ▪ Equipment Year 1
FLEET 4.006 ▪ Type (Leased, Owned) 1
FLEET 4.007 ▪ Make 1
FLEET 4.008 ▪ Model 1
FLEET 4.009 ▪ License Number 1
FLEET 4.010 ▪ VIN 1
FLEET 4.011 ▪ Asset Number 1
FLEET 4.012 ▪ Vehicle Number 1
FLEET 4.013 ▪ Purchase Cost 1
FLEET 4.014 ▪ Purchase Date 1
FLEET 4.015 ▪ In-service Date 1
FLEET 4.016 ▪ Out of Service Date 1
FLEET 4.017 ▪ Out of Service to In Service Date to Retired 1 FLEET 4.018 ▪ In Service to Retired Date 1
FLEET 4.019 ▪ Warranty 1
FLEET 4.020 ▪ Expected Life 1
FLEET 4.021 ▪ End of Life Deadlines Due to Federal Emission Restrictions 1 FLEET 4.022 ▪ Location 1
FLEET 4.023 ▪ Capital Costs 1
FLEET 4.024 ▪ Salvage Value 1
FLEET 4.025 ▪ Disposal Date 1
FLEET 4.026 ▪ Disposal Method (e.g., trade, auction, sale, totaled, etc.) 1 FLEET 4.027 ▪ Assigned Department 1
FLEET 4.028 ▪ Date Assigned 1
FLEET 4.029 ▪ Odometer Reading 1
FLEET 4.030 ▪ Hour Meter Reading 1
FLEET 4.031 ▪ Mileage as of last oil change 1
FLEET 4.032 ▪ Hours from last oil change 1
FLEET 4.033 ▪ Gas Volume in Gallons 1
FLEET 4.034 ▪ Quantity required: 1
FLEET 4.035 ▪ Hydraulic fluid 1
FLEET 4.036 ▪ Fuel tank size 1
FLEET 4.037 ▪ Brake fluid type 1
FLEET 4.038 FUEL TYPE FIELDS - Provide fuel type fields including but not limited to: 1 FLEET 4.039 ▪ Gas 1
FLEET 4.040 ▪ Diesel 1
FLEET 4.041 ▪ Hybrid 1
FLEET 4.042 ▪ Electric 1
FLEET 4.043 ▪ Compressed Natural Gas (CNG) 1
FLEET 4.044
AGENCY-DEFINED VEHICLE FIELDS - Ability to create agency-defined vehicle information fields. Vendor note: Please use Comments field to denote minimum number of Agency- defined fields.
1 FLEET 4.045 FLEET INSPECTION FIELDS - Ability to track, at a minimum, whether the following inspection items were satisfactory, adjusted, need repair, or need to be replaced:
1 FLEET 4.046 ▪ Exterior 1
FLEET 4.047 ▪ Paint/Body 1
FLEET 4.048 ▪ Logo/Vehicle# 1
FLEET 4.049 ▪ Glass/ Mirrors 1
FLEET 4.050 ▪ Mirror Tightness 1
FLEET 4.051 ▪ Interior 1
FLEET 4.052 ▪ Horn 1
FLEET 4.053 ▪ Gauges 1
FLEET 4.054 ▪ Safety Triangle 1
FLEET 4.055 ▪ Triangle Ballast 1
FLEET 4.056 ▪ Emergency Hatch 1
FLEET 4.057 ▪ Door Operation 1
FLEET 4.058 ▪ Sensitive Edge 1
FLEET 4.059 ▪ Hand Rails 1
89 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 86 on
Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Applicati
Custom Modification
Not Available
Comments
FLEET 4.060 ▪ Window Operation 1
FLEET 4.061 ▪ Safety Decals 1
FLEET 4.062 ▪ Wiper Blades 1
FLEET 4.063 ▪ Washer Fluid 1
FLEET 4.064 ▪ W/C Area 1
FLEET 4.065 ▪ Straps & Belts 1
FLEET 4.066 ▪ Attachment Points 1
FLEET 4.067 ▪ Fold Up Seats 1
FLEET 4.068 ▪ Chime (2 Rings) 1
FLEET 4.069 ▪ Steam Clean 1
FLEET 4.070 ▪ Engine 1
FLEET 4.071 ▪ Transmission 1
FLEET 4.072 ▪ Wheels 1
FLEET 4.073 ▪ Engine 1
FLEET 4.074 ▪ Qt Oil Level 1
FLEET 4.075 ▪ Filter Oil/Air 1
FLEET 4.076 ▪ Filter Fuel/Water 1
FLEET 4.077 ▪ Fuel Fill Receptacle 1
FLEET 4.078 ▪ Steering Fluid 1
FLEET 4.079 ▪ Belts 1
FLEET 4.080 ▪ Mounts 1
FLEET 4.081 ▪ Fuel Door Switch 1
FLEET 4.082 ▪ Steering 1
FLEET 4.083 ▪ Pitman/Idler Arm 1
FLEET 4.084 ▪ Tie Rod 1
FLEET 4.085 ▪ Gear Box Play 1
FLEET 4.086 ▪ Oil Leaks 1
FLEET 4.087 ▪ Steering Column 1
FLEET 4.088 ▪ Transmission 1
FLEET 4.089 ▪ Qt Oil Level 1
FLEET 4.090 ▪ Filter 1
FLEET 4.091 ▪ Aux Filter 1
FLEET 4.092 ▪ Mounts 1
FLEET 4.093 ▪ Trans Retarder 1
FLEET 4.094 ▪ Oil Leaks 1
FLEET 4.095 ▪ Drive Shaft/Dif 1
FLEET 4.096 ▪ U/Joints 1
FLEET 4.097 ▪ Oil Level 1
FLEET 4.098 ▪ Oil Leaks 1
FLEET 4.099 ▪ Lighting 1
FLEET 4.100 ▪ Running Lights 1
FLEET 4.101 ▪ 4 Ways Lights 1
FLEET 4.102 ▪ Head Lights 1
FLEET 4.103 ▪ Turn And Brake Lights 1
FLEET 4.104 ▪ Back Up Lights 1
FLEET 4.105 ▪ Dash Lights 1
FLEET 4.106 ▪ Back Up Alarm 1
FLEET 4.107 ▪ Interior Lights 1
FLEET 4.108 ▪ Exhaust 1
FLEET 4.109 ▪ Exhaust Leaks 1
FLEET 4.110 ▪ Muffler Condition 1
FLEET 4.111 ▪ Other 1
FLEET 4.112 ▪ Cross Members 1
FLEET 4.113 ▪ Body Bolts 1
FLEET 4.114 ▪ Lube Chassis 1
FLEET 4.115 ▪ Wheels/Lugs 1
FLEET 4.116 ▪ Bike Rack 1
FLEET 4.117 ▪ Fire Extinguisher 1
FLEET 4.118 ▪ Air Brakes 1
FLEET 4.119 ▪ Adjustment 1
FLEET 4.120 ▪ Right Front 1
FLEET 4.121 ▪ Left Front 1
FLEET 4.122 ▪ Right Rear 1
FLEET 4.123 ▪ Left Rear 1
FLEET 4.124 ▪ % Brakes 1
FLEET 4.125 ▪ Right Front 1
FLEET 4.126 ▪ Left Front 1
FLEET 4.127 ▪ Right Rear 1
FLEET 4.128 ▪ Left Rear 1
FLEET 4.129 ▪ Brake Test 1
FLEET 4.130 ▪ Static 1
FLEET 4.131 ▪ Applied 1
FLEET 4.132 ▪ Low Air Indicator 1
FLEET 4.133 ▪ Emergency Brakes 1
FLEET 4.134 ▪ Check Valves 1
FLEET 4.135 ▪ Governor 1
FLEET 4.136 ▪ Cut In/Lb 1
FLEET 4.137 ▪ Cut Out/Lb 1
FLEET 4.138 ▪ Drain Tanks 1
90 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 87 on
Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Applicati
Custom Modification
Not Available
Comments
FLEET 4.139 ▪ Air Dryer 1
FLEET 4.140 ▪ Air Bags 1
FLEET 4.141 ▪ Tires 1
FLEET 4.142 ▪ Tire Pressure 1
FLEET 4.143 ▪ Tire Depth 1
FLEET 4.144 ▪ Right Front 1
FLEET 4.145 ▪ Left Front 1
FLEET 4.146 ▪ Rr Inner/Out 1
FLEET 4.147 ▪ Lr Inner/Out 1
FLEET 4.148 ▪ % Of Brakes Remaining 1
FLEET 4.149 ▪ Right Front 1
FLEET 4.150 ▪ Left Front 1
FLEET 4.151 ▪ Right Rear 1
FLEET 4.152 ▪ Left Rear 1
FLEET 4.153 ▪ 24K With Disc Brakes Pull Rear Wheels To Inspect Pads 1 FLEET 4.154 ▪ Wheel Chair Ramp Or Lift 1
FLEET 4.155 ▪ Operate System 1
FLEET 4.156 ▪ Kneeling 1
FLEET 4.157 ▪ Deploy 1
FLEET 4.158 ▪ Fluid Reservoir 1
FLEET 4.159 ▪ Platform For Cleanliness 1
FLEET 4.160 ▪ Interlock Operation 1
FLEET 4.161 ▪ Stow 1
FLEET 4.162 ▪ Float 1
FLEET 4.163 ▪ AMERX Fire System 1
FLEET 4.164 ▪ Operation 1
FLEET 4.165 ▪ CNG Tank Inspection For Damage Or Leaks 1 FLEET 4.166 ▪ GFI Farebox Maintenance 1
FLEET 4.167 ▪ Operation 1
FLEET 4.168 ▪ 24,000-Mile Service Farebox 1
FLEET 4.169 ▪ Cleaned 1
FLEET 4.170 ▪ Lubed 1
FLEET 4.171 ▪ Adjusted 1
FLEET 4.172 ▪ Federally Mandated Mileage Service Farebox 1 FLEET 4.173 ▪ 6,000 mile inspection 1
FLEET 4.174 ▪ 12,000 mile inspection 1
FLEET 4.175 ▪ 18,000 mile inspection 1
FLEET 4.176 ▪ 24,000 mile inspection 1
FLEET 4.177 CUSTOMIZED FLEET INSPECTION LIST - Ability to create a user defined fleet inspection list based on the type of equipment/vehicle.
1 FLEET 4.178 WORK ORDER FIELDS - Ability to track, at a minimum, the following fields for any work order:
1 FLEET 4.179 ▪ Date 1
FLEET 4.180 ▪ Mileage 1
FLEET 4.181 ▪ Mechanic 1
FLEET 4.182 ▪ Towed 1
FLEET 4.183 ▪ Problem 1
FLEET 4.184 ▪ Tire Pressure 1
FLEET 4.185 ▪ L/F 1
FLEET 4.186 ▪ L/R In 1
FLEET 4.187 ▪ L/R Out 1
FLEET 4.188 ▪ R/F 1
FLEET 4.189 ▪ R/R In 1
FLEET 4.190 ▪ R/R Out 1
FLEET 4.191 ▪ Inventory 1
FLEET 4.192 ▪ Quantity 1
FLEET 4.193 ▪ Description 1
FLEET 4.194 ▪ Cost 1
FLEET 4.195 ▪ Outside Costs 1
FLEET 4.196 ▪ Labor 1
FLEET 4.197 ▪ Parts 1
FLEET 4.198 ▪ Total 1
FLEET 4.199 ▪ Corrective Action 1
FLEET 4.200 ▪ Name 1
FLEET 4.201 ▪ Date 1
FLEET 4.202 ▪ Repair 1
FLEET 4.203 ▪ Description 1
FLEET 4.204 ▪ Hours 1
FLEET 4.205
AUTO ASSIGN WO TO MECHANIC BY VEHICLE CLASSICATION - Ability to auto assign fleet work orders to mechanics or mechanic groups by vehicle classification (e.g., PW heavy Duty, PW light Duty, Police, Transit)
1 FLEET 4.206
PREVENTATIVE MAINTENANCE SCHEDULING - Ability to auto-generate a work order for preventative maintenance from mileage or days since last maintenance, whichever threshold is reached first.
1 FLEET 4.207
PREVENTATIVE MAINTENANCE - UPCOMING SERVICE ALERTS - Ability to notify the Department fleet manager and assigned driver, through online workflow, when Preventative Maintenance is approaching or is past due.
1 91
A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 88 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
FLEET 4.208
PREVENTATIVE MAINTENANCE TRIGGERS BY ASSET TYPE - Ability to designate preventative maintenance triggers to equipment (e.g., use days since last preventative maintenance or hours used).
1 FLEET 4.209 PREVENTATIVE MAINTENANCE TRIGGERS BY SERVICE NEEDED - Ability to automatically generate maintenance work orders based on a vehicles service needs. 1 FLEET 4.210 PREVENTATIVE MAINTENANCE - ASSET LIST - Ability to list parts and quantities required for each Preventative Maintenance work order by specific vehicle/equipment. 1 FLEET 4.211 WORKFLOW - Online work order request to be routed to approvers, via workflow rules. 1 FLEET 4.212 WORK ORDER CALENDAR - Ability to provide the following functions while viewing an on - screen calendar of scheduled work orders:
1 FLEET 4.213 ▪ Change mechanic assignments 1
FLEET 4.214 ▪ Change work orders to different days 1
FLEET 4.215 ▪ Prioritization of tasks 1
FLEET 4.216 ▪ Assignment of tasks 1
FLEET 4.217 MAINTENANCE SCHEDULING NOTIFICATIONS - Ability to report on upcoming vehicle preventative maintenance to be performed within the next day, week, month etc., 1 FLEET 4.218 MAINTENANCE SCHEDULING CALENDAR - Ability to generate an estimated preventative maintenance Calendar
1 FLEET 4.219
PREVENTATIVE MAINTENANCE SCHEDULING EMAIL - Ability to email an individual assigned to a vehicle the due date for when a vehicle must be delivered for Preventative Maintenance (PM) work.
1 FLEET 4.220
MAINTENANCE COSTS - Ability to track vehicle and equipment maintenance costs, which includes labor, parts, supplies, shop overhead, and contract purchased services along with historical information.
1 FLEET 4.221 BUDGETING - Ability to budget equipment, labor, parts, costs, and replacement costs by vehicle.
1 FLEET 4.222 WORK ORDER PROJECTIONS - Ability to project future work orders per vehicle 1 FLEET 4.223 PARTS LIST - Allow for parts lists to be established for each piece of equipment. 1 FLEET 4.224 FUEL/MILEAGE TRACKING - Ability to track fuel usage and/or mileage/hours for equipment by agency-defined fiscal year.
1 Via integration with
fuel system or AVL
FLEET 4.225 LICENSE AND CERTIFICATION EXPIRATION - Ability to track title, registration, motor vehicle license.
1 FLEET 4.226 MULTIPLE WARRANTIES BY VEHICLE - Ability to add multiple warranty types for a single vehicle (e.g., manufacturer, part specific, etc.)
1 FLEET 4.227 WARRANTY/RECALL PROCESSING - Provide information on warranty coverage and expiration dates
1 FLEET 4.228 WARRANTY REPAIRS - Ability to issue warranty repair orders to outside agencies (e.g.

Dealers)
1 FLEET 4.229 ATTACH WARRANTY/RECALL - Attach scanned warranty document to vehicle record. 1 FLEET 4.230
ATTACH MANUALS - Ability to attach PDF manufacturer manuals to master vehicle record 1 FLEET 4.231 ATTACHMENTS - Ability to attach paper inspections, pictures, documents, etc. to vehicle records.
1 FLEET 4.232 FLEET REPLACEMENT SCHEDULE - Ability to track vehicle and fleet replacement costs at any time in the future.
1 FLEET 4.233 ENTERING PARTS IN THE SYSTEM - Ability to issue parts from a work order or inventory screen.
1 FLEET 4.234 INQUIRY INTO PARTS CATALOG - Ability to view a parts catalog and to either order parts online or prepare a purchase requisition.
1 Via hyperlink control
on inventory item
FLEET 4.235 PREVENTATIVE MAINTENANCE VIEW ACCESS - Ability for other departments to view when upcoming preventative maintenance will be due.
1 FLEET 4.236 TRACK VEHICLE INSURANCE - Ability to track vehicle insurance. 1 FLEET 4.237 PAST DUE INSPECTIONS - Ability to flag past due state inspections and preventative maintenance.
1 FLEET 4.238 WORK ORDER TYPE FIELDS - Ability to define unlimited agency -defined fields by work order type
1 FLEET 4.239 MULTIPLE REPAIR TYPES - Ability to have multiple repair types on the same work order, but still report each type separately (e.g., brakes, oil change and wipers). 1 FLEET 4.240 VENDOR PART NUMBERS - Ability to maintain multiple vendor part numbers per single part. 1
FLEET 4.241 CHARGE BACK - Ability to charge repair costs back to departments. 1 FLEET 4.242 REPAIR REASON - Ability to track reason for repair (e.g., normal wear, abuse, accident, part failure, etc.)
1 FLEET 4.243 PURCHASED PARTS COST - Ability to apply purchased parts cost directly to a work order. 1 FLEET 4.244 REPAIR COMPLETION NOTICES - Ability to automatically email vehicle repair completion notices to requestor. 1 Via workflow
FLEET 4.245 WORK ORDER REQUEST ONLINE - Ability for departments to enter work order request online.
1 FLEET 4.246 MOTOR POOL COSTS - Ability to track motor pool vehicles and allocate costs to departments based upon usage. 1
FLEET 4.247 MOTOR POOL RESERVATIONS - Ability to track motor pool vehicle reservations. 1 92 A - Feature Functions 3-EAM RFP-Appendix A1 Maint Mgt 89 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
FLEET 4.248 ONLINE SERVICE STATUS - Ability for departments to check vehicle service status online. 1 FLEET 4.249 ONLINE SERVICE STATUS - CALENDAR - Ability for department users to see scheduled fleet work orders on calendar.
1 FLEET 4.250 REPORTING
FLEET 4.251 MILES PER SET OF TIRES - Ability to report on miles per set of tires. 1 FLEET 4.252 MILES PER BREAK JOB - Ability to report on miles per brake job. 1 FLEET 4.253 IN-OUT SERVICE DATES - Ability to report on in and out of service dates. 1 FLEET 4.254 TOTAL IN-OUT SERVICE TIME - Ability to report on the total time a vehicle has been in and out of service.
1 FLEET 4.255 DAILY/WEEKLY WORK ORDERS - Ability to generate a daily or weekly report with vehicle work orders to be performed by mechanic.
1 FLEET 4.256 DETAILED WORK ORDER REPORT - Ability to generate a report of completed vehicle work orders by mechanic, department, division, and vehicle. 1 FLEET 4.257 WORK ORDER COSTS/TIME BY VEHICLE AND DEPT/DIV - Ability to report on work order costs and labor time spent by vehicle and division/department. 1 FLEET 4.258 HOURS WORKED VS WORK ORDER TIME - Ability to track total daily hours worked separate from time recorded on a work order.
1 FLEET 4.259 % MECHANIC HOURS WORKED - Ability to report on the percentage of mechanic hours worked on recorded work orders for an Agency-defined date range. 1 FLEET 4.260 MONTHLY FUEL REPORT - Ability to create and run a monthly vehicle fuel report by vehicle.
1 FLEET 4.261 COST TRACKING/REPORTING/PROJECTION - Allow tracking/reporting/projection of costs by equipment, department and division.
1 FLEET 4.262
REPORTS - MONTHLY REPAIR TRANSACTION COST SUMMARY - Ability to generate a monthly report containing emergency, in-house, and sent -out repairs with totals by department.
1 FLEET 4.263 REPORTS - EQUIPMENT COST SUMMARY - Lists total repair costs for each piece of equipment. Used for a one -line summary of equipment usage and cost. 1 FLEET 4.264 REPORTS - MONTHLY REPAIR ORDER - Displays the complete date, including codes, descriptions, costs, labor hours, parts, etc.
1 FLEET 4.265 TRACK NAME ON FLEET WORKORDER - Ability to track mechanic/user on Fleet work order by clocking in and out on Work order screen. 1 FLEET 4.266 REPORTS - COST PER MILE - Report listing total cost per mile including all maintenance and repair costs. 1
FLEET 4.267 REPORTS - Ability to calculate total fuel used and fuel cost per mile. 1 FLEET 4.268 DEPARTMENT VEHICLE LISTING - Ability to generate a list of all vehicles by department. 1 FLEET 4.269 REPORTS - VEHICLES - Ability to generate a list of vehicles by various criteria (e.g., fuel type, vehicle type, in-service date, out of service date, retained, crashed, etc.). 1 FLEET 4.270 REPORTS - MONTHLY - Ability to automatically email monthly detail and summary fleet maintenance reports to departments.
1 FLEET 4.271
REPORTS - FLEET AVAILABILITY - Ability to generate report, by agency-defined date range, of fleet availability status (e.g., percent of vehicles not in the shop with an active work order).
1 FLEET 4.272 REPORT VEHICLE DOWN - Ability to generate a report that lists vehicles that are out of service and their expected down time.
1 FLEET 4.273 REPORT - SERVICE DUE - Ability to generate a report of vehicles that are due for service based on miles since last service.
1 FLEET 4.274 REPORT - STATIONARY EQUIPMENT RUN TIME - Ability to generate a report that shows the hours an engine/motor has run.
1 FLEET 4.275 REPORT - WARRANTY REPAIRS - Ability to track and report on warranty repairs. 1 FLEET 4.276 REPORT - MOTOR POOL RESERVATIONS - Ability to track motor pool useage by requestor, division or department.
1 FLEET 4.277 INTEGRATION & INTERFACES
FLEET 4.278 INTEGRATION – FUEL SYSTEM - Ability to integrate with Phoenix SQL (Web -based) in order to retrieve, miles traveled, establish usage history and for grant reporting. 1 $10,000 estimate
FLEET 4.279 INTEGRATION - BARCODE SCANNER - INVENTORY - Ability to integrate with barcode scanners for issuing of inventory parts to fleet work orders. 1 FLEET 4.280 INTEGRATION - BARCODE SCANNER - VEHICLE - Ability to integrate with barcode scanners to scan and retrieve a vehicle for a work order. 1 FLEET 4.281 INTEGRATION - GENERAL LEDGER - Ability to integrate with the General Ledger to validate account numbers, pass charges to departments from the work orders. 1 FLEET 4.282 INTEGRATION – PURCHASING - Ability to requisition parts and supplies through purchasing when they are not available in inventory. 1 FLEET 4.283 INTEGRATION – FIXED ASSETS - Ability to integrate to the Fixed Assets module. 1 FLEET 4.284
INTEGRATION – INVENTORY - Ability to integrate with the Inventory System to requisition parts and access part cost. Provide standard parts list for each piece of equipment. Provide for automatic reduction in inventory when parts are issued. 1 FLEET 4.285 INTEGRATION - ELECTRONIC CONTENT MANAGEMENT SYSTEM - System must integrate with Electronic Content Management System (To Be Determined). 1 $10,000 estimate
93 A - Feature Functions 4-EAM RFP-Appendix A2 Other 90 City of Simi Valley, CA - Enterprise Asset Management Solution Feature Function Requirements Please input a "1" in the appropriate column to the right of the feature/function/capability statement. Further explanations, or information reg arding 3rd party software and/or modification costs should also be provided in the comments column and Project C osts worksheet (Appendix G), if applicable. Each "non -title" row (?.000) should have only one "1". Blank rows will be scored as Not Available.

Legend:

Custom programming by vendor (not meant to be a set -up configuration that is standard process through implementation. Please estimate general costs in comments (not a quote).

Not available in current or next release; interfaced/integrated third -party appli cation or through custom modification.

Legend:

Custom programming by vendor (not meant to be a set -up configuration that is standard process through implementation. Please estimate general costs in comments (not a quote).

Not available in current or next release; interfaced/integrated third -party appli cation or through custom modification.

SYSTEM/SECURITY 6.006 MULTI-USER ENVIRONMENTS - Operate in a multi-user environment so record locking will be required to maintain the integrity of the data. 1 Once records are
closed they are locked
and only
administrators with
permissions can
reopen.

SYSTEM/SECURITY 6.007 ONLINE TRAINING DOCUMENTATION - Online access to printable training materials and other support documentation.
1 SYSTEM/SECURITY 6.008 ONLINE TRAINING VIDEOS - Ability to access online training videos. 1 SYSTEM/SECURITY 6.009 AGENCY-DEFINED FIELDS - Ability to add/delete agency -defined fields. 1 SYSTEM/SECURITY 6.010 USER-DEFINED DASHBOARDS - Ability for each user to create or modify existing dashboards.
1 SYSTEM/SECURITY 6.011 USER DASHBOARDS AND GRAPHS - Ability to incorporate real-time individual user dashboard capability to display dynamic charts and graphs. 1 SYSTEM/SECURITY 6.012 FORWARD/BACKWARD NAVIGATION - Ability to navigate through records or files on a screen in a forward or backward direction.
1 SYSTEM/SECURITY 6.013 NO. OF RECORDS DISPLAYED - Ability to allow users to change the number of records displayed as a result of a search (e.g., 20, 50, 100, etc.) 1 SYSTEM/SECURITY 6.014 RENAME LABELS - Ability for authorized users to rename field labels. 1 SYSTEM/SECURITY 6.015 REQUIRED FIELDS - Ability to designate both standard and user -defined fields as requiring data entry.
1 SYSTEM/SECURITY 6.016 AUTO-FILL - Ability to auto-fill street names with data from GIS. 1 SYSTEM/SECURITY 6.017 FILE EXPORT FORMATS - Ability to export files using the following file format types: 1 SYSTEM/SECURITY 6.018 ▪ PDF 1
SYSTEM/SECURITY 6.019 ▪ Word 1
SYSTEM/SECURITY 6.020 ▪ Excel 1
SYSTEM/SECURITY 6.021 ▪ Comma Delimited Values 1
SYSTEM/SECURITY 6.022 MAINTAIN AUDIT TRAILS - Maintain audit trails including changed by, changed date, and record of changes.
1 SYSTEM/SECURITY 6.023 HISTORICAL DATA - Ability to maintain an unlimited number of years of historical transactional data.
1 SYSTEM/SECURITY 6.024 ARCHIVE DATA - Ability to archive data based on a user defined record retention policy. 1 SYSTEM/SECURITY 6.025 FAVORITES MENU - Ability to assign menu items to a favorites menu. 1 SYSTEM/SECURITY 6.026 LIST OF RECENT RECORDS - Ability for a user to see a list of records they recently created/viewed/modified from their dashboard. 1
SYSTEM/SECURITY 6.027 ERROR REPORT SUBMISSIONS - Ability to directly submit system generated error reports and messages to vendor software support. 1
SYSTEM/SECURITY 6.028 VENDOR SUPPORT ACCESS TO CLIENT - Provide electronic connection. Vendor can connect to computer server for diagnosis and resolution of software problems. 1 SYSTEM/SECURITY 6.029 BATCH PROCESSES - Ability to run specific assigned jobs, by permission, in a batch process. 1
SYSTEM/SECURITY 6.030
OFFLINE SYSTEM AVAILABILITY - Ability to continue working on a work order, even if disconnected from a cellular or Wi -Fi connection. Updates to the record should be performed automatically once the user is back in range with the connection. 1 Via WorkforceVUE
mobile app

95 A - Feature Functions 4-EAM RFP-Appendix A2 Other 92 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
SYSTEM/SECURITY 6.031 MASS UPDATES - Ability to load and run mass additions, updates, deletions and purges in the system. 1
SYSTEM/SECURITY 6.032
MASS UPDATES SYSTEM BACKUP UTILITIES AND PROCESSES - Provide flexible backup utilities enabling the backup of individual items, application databases or the entire system. 1
VIA MS SQL back up
routines
SYSTEM/SECURITY 6.033 VIRTUAL DESKTOP - Ability to work in a VDI (virtual desktop) environment. 1 SYSTEM/SECURITY 6.034 3RD PARTY INTERFACES - Ability to run and load 3rd party interfaces into the system. 1 Via included
VUEWorks® API
SYSTEM/SECURITY 6.035 EMAIL INTEGRATION - Sending emails from system utilizing standard SMTP protocols. 1 SYSTEM/SECURITY 6.036
WEB AND MOBILE APPLICATIONS - Web and mobile applications must use mobile responsive design for optimized usability on a variety of screen sizes, including smart - phones, tablets, laptops, and desktops. 1
SYSTEM/SECURITY 6.037 WEB BROWSERS - Ability to access the vendor's system using all current web browsers.

VENDOR NOTE - please describe any limitations in the Comments. 1 SYSTEM/SECURITY 6.038 SUPPORT TICKETS - Ability to create an unlimited number of support tickets. 1 SYSTEM/SECURITY 6.039 SUPPORT TICKETS PORTAL - Ability to submit support tickets via an Internal Portal. 1 SYSTEM/SECURITY 6.040
SUPPORT TICKET SLA - Ability to maintain and report on agreed upon SLA for the resolution of support tickets in a timely manner. VENDOR NOTE: Please state your existing SLAs. 1
See attached SLA in
pricing proposal
SYSTEM/SECURITY 6.041 SUPPORT TICKET CLOSURE - Ability to require that the submitting customer contact is the only one authorized to close a support ticket.
1 Closure is by the
customer subitting the
ticket and the agent
responding to the
ticket.

SYSTEM/SECURITY 6.042 SYSTEM SECURITY
SYSTEM/SECURITY 6.043 GENERAL SECURITY FEATURES - Provide access security by: 1 SYSTEM/SECURITY 6.044 ▪ Application 1
SYSTEM/SECURITY 6.045 ▪ Field level 1
SYSTEM/SECURITY 6.046 ▪ Menu item/function within application 1 SYSTEM/SECURITY 6.047 PASSWORD ENCRYPTION - Provide password encryption. Please describe your level and implementation of encryption in the comment field. 1 Supports Azure AD
with mulitfactor
authentication.

SYSTEM/SECURITY 6.048 PASSWORD RECOVERY - Provide users self-password recovery capability. 1 SYSTEM/SECURITY 6.049 RESTRICT SECURITY ACCESS OF SELECTED TRANSACTIONS - Restrict entry of certain transactions by: 1
SYSTEM/SECURITY 6.050 ▪ Password 1
SYSTEM/SECURITY 6.051 ▪ User role 1
SYSTEM/SECURITY 6.052 ▪ Group 1
SYSTEM/SECURITY 6.053 PASSWORD CHANGES - Ability to require password changes on an agendy- defined cadence. 1
Supports Azure AD
with mulitfactor
authentication.

SYSTEM/SECURITY 6.054 SECURITY ACCESS CONTROL - Assign view only access to specific user profiles. 1 SYSTEM/SECURITY 6.055 DRILL DOWN RESTRICTIONS - Ability to restrict certain users from being able to drill down into specific modules to view (inquire) transactions. 1 SYSTEM/SECURITY 6.056 PERMISSIONS - Ability to specify read, write, edit and delete permissions. 1 SYSTEM/SECURITY 6.057 RESTRICT SECURITY ACCESS - Restrict users' access to specific screens and to perform certain functional processes (e.g., refunding fees) 1 SYSTEM/SECURITY 6.058 REPORT WRITING TOOLS ACCESS - Ability to allow only specific users to access report writing and query tools. 1
SYSTEM/SECURITY 6.059 UPDATE CONTROLS - Ability to add and update module configurations as outlined in security roles by permission. 1
SYSTEM/SECURITY 6.060 CREATE SECURITY PROFILE BY COPYING EXISTING PROFILE - Allow creation of new user rights by copying another user's right levels and modifying. 1 SYSTEM/SECURITY 6.061 GROUP CREATION/CONTROL – Ability to create groups of users by a role type and to apply/change access rights to groups of users. 1
SYSTEM/SECURITY 6.062 USER/GROUP ACCESS CONTROL – Ability to modify a user’s or group of users’ log-in access status (e.g., active, inactive, on -hold, etc.) 1 SYSTEM/SECURITY 6.063 LOG-OFF USER - INACTIVITY - Ability for the agency to define the length of time that the system to automatically logs a user off after a long period of inactivity. 1 SYSTEM/SECURITY 6.064 FORCE USER LOG-OFF - Ability for a system administrator to log -off a user from the system. 1
SYSTEM/SECURITY 6.065 SECURE REPORTS - Ability to set up security for reports so only certain reports can be viewed by certain individuals 1
SYSTEM/SECURITY 6.066 SINGLE SIGN-ON - ACTIVE DIRECTORY - Support of Single Sign-on and Active Directory. 1 SYSTEM/SECURITY 6.067 USER AUTHENTICATION - Supports mixed mode authentication - (i.e. if AD integration is enabled, still allow non-AD user accounts to login) 1 SYSTEM/SECURITY 6.068
USER AUTHENTICATION - System provides added layer of security via Two -Factor Authentication (2FA), which requires a user to submit additional authentication along with their username and password. 1
Supports Azure AD
with mulitfactor
authentication.

SYSTEM/SECURITY 6.069 ▪ 2FA support for U2F authentication, such as Yubikey 1 96 A - Feature Functions 4-EAM RFP-Appendix A2 Other 93 Application
Feature Number
Feature / Function / Capability
Standard - Current
Standard - Next
Report Writer
3rd-Party Application
Custom Modification
Not Available
Comments
SYSTEM/SECURITY 6.070 ▪ 2FA support for strong tamper-proof solution, like Duo Mobile App 1 SYSTEM/SECURITY 6.071 ▪ iPhone facial or finger print reading authentication 1 SYSTEM/SECURITY 6.072 SAAS/CLOUD HOSTING SECURITY AND ACCESS SYSTEM/SECURITY 6.073 BACKUP ENCRYPTION - Ability to encrypt all data backups. Provide level of encryption in in the comments column. 1
Available upon
request
SYSTEM/SECURITY 6.074 DATABASE ENCRYPTION - Ability to encrypt data from all databases when at rest (stored). Provide level of encryption in in the comments column. 1 Available upon
request
SYSTEM/SECURITY 6.075 PASSWORD MANAGEMENT - Ability to use of a password management tool to manage storage and security rights for all customer data. 1 via MS SQL security SYSTEM/SECURITY 6.076 DATA CENTER RESILIENCY - Ability to maintain resilient data centers resulting in zero customer downtime in the event of a failure or compromise of one data center. 1 Redundant hosting
sites in Orlando, FL
and Dallas, TX, with
minimual rollover time.

SYSTEM/SECURITY 6.077 GOVERNMENT CERTIFIED - Ability to host using a government certified cloud provider. 1 Hosting on Azure
Government Cloud
must be priced
separately.

SYSTEM/SECURITY 6.078
ALLOCATED INTERNET BANDWIDTH & INTERNET RESILIENCY - Ability to maintain multiple connections from multiple internet providers with automatic failover at each data center. 1
SYSTEM/SECURITY 6.079 SLA UPTIME - Ability to maintain a SLA Uptime of 99.9% or greater. 1 SYSTEM/SECURITY 6.080 SCHEDULED OUTAGES - Ability to restrict scheduled outages to timeframes outside of the City's scheduled working hours. 1
SYSTEM/SECURITY 6.081 SOC 2 REPORT - Ability to provide a SOC 2 report outlining data center security available upon request 1
SYSTEM/SECURITY 6.082 HIPAA COMPLIANCE - Ability to provide (upon request) a statement of compliance with all HIPAA guidelines as reviewed by third party.
1 To the greatest extent
feasible in alignment
with Esri compliance.

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EXHIBIT “B”

SCHEDULE OF FEES
I. Not to Exceed Amount.

A. This Agreement will not exceed the amount of $1,124,484 during the term of the Agreement.

Table 1
On-Premise/Agency Hosted One-Time Costs
Hourly
Rate Total Hours PRICE
Software License Fees - Enterprise Perpetual License for 90 Concurrent Users, with three environments, development, training, and production.
$69,900.00
Training Fees (1 trainer per 7 one day onsite training sessions) $200.00 168.00 $33,600.00 Project Management 12-month to 24-month project $250.00 280.00 $70,000.00 Installation/Implementation Fees $250.00 490.00 $122,500.00 Report & Inquiry Development $250.00 40.00 $10,000.00
Interface Development Estimates $250.00 340.00 $85,000.00 Conversion Assistance $250.00 220.00 $55,000.00
Other Costs for Consulting services Varies 2,312.00 $370,937.00 Travel & Related Expenses N/A N/A $10,500.00
Taxes N/A N/A $0.00
Total N/A N/A $827,437.00
15% Contingency on All One-Time Costs N/A N/A $124,115.55 Total (Including 15% Contingency) N/A N/A $951,552.55
On-Premise Annual Recurring Costs
PRICE
Application Annual Maintenance/Support $16,980.00
Hardware/System Software (estimates, if applicable) $0.00 *Annual Maintenance/Support fees to remain set for Years 1-5, with a max annual increase of 5% thereafter.
$16,980.00
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B. The Software; Services . Fees in Table 1. exclude any administration or assessment fee levied by the CITY/DISTRICT unless expressly stated therein.

All amounts in this Agreement are stated exclusive of Value Added Taxes, Sales Taxes, and indirect or turnover taxes. Any such taxes required to be charged will be separately stated on the invoice in addition to the total fees.

C. Annual Maintenance/Support Fees.

1. These fees will remain as set herein above in Table 1, for Years 1 -5 of the Term, with a maximum annual increase of 5% for the remainder of the Term, Years 6-10.

2. Annual recurring Maintenance and Support Fees are due on or before the first day of the applicable year. CONSULTANT will invoice CITY/DISTRICT in advance of the applicable year.

D. Licensing Fee. Such fees will be paid in accordance with the terms of the main Agreement.

II. Payments
For CI TY/DISTRICT to pay CONSULTANT as specified by this Agreement, including Implementation Fees, CONSULTANT must submit a detailed invoice to CITY/DISTRICT which lists the hours worked and hourly rates for each personnel category and reimbursable costs of the tasks performed, the percentage of the task completed during the billing period, the cumulative percentage completed for each task, the total cost of that work during the preceding billing month and a cumulative cash flow curve showing projected and actual expenditures versus time to date. 99

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EXHIBIT “C”

SUPPORT SERVICES AGREEMENT

A. SUPPORT SERVICES TERMS
Support services provided by Consultant to CITY/DISTRICT with respect to access and use of the VUEWorks Software shall be for ten (10) years and consist of the following:

1. Telephone/Email Help Desk. Telephone help desk support in English by telephone shall be available from 5:00 a.m. to 5:00 pm. pacific time Monday through Friday. The telephone number for help desk support is: (800) 252- 2402. The e -mail address for email support is: [email protected]

2. Online Support. Access to VUEWorks® help portal support shall be available 24/7. The e-mail address for email support is: [email protected]

3. Identification of an Incident or Problem. An incident or problem shall be deemed to begin at the earliest time it is observed by Consultant or reported to Consultant by CITY/DISTRICT.

4. Response Procedures. In responding to incidents or problems, C onsultant shall notify CITY/DISTRICT in reasonable detail in writing, as soon as reasonably practicable, and shall provide telephone or e- mail contact. CITY/DISTRICT shall ensure that their telephone numbers and e- mails may be accessed by individuals capable of providing back-up if CITY/DISTRICT representatives are unavailable. If C onsultant is unable to reach a particular CITY/DISTRICT representative, Consultant will leave a message and attempt to contact any alternative contacts such CITY/DISTRICT representative may have designated.

5. C onsultant Response Obligations . C onsultant’s specific response obligations shall consist of the following:
(a) Notify CITY/DISTRICT of the problem and provide an estimate of the time required to resolve the problem as soon as such an estimate is determined. (b) Undertake commercially reasonable efforts to implement a permanent solution; if a permanent solution cannot be found, C onsultant shall undertake commercially reasonable efforts to implement and provide a temporary solution (either by bypassing or working around the problem) and will provide a permanent solution as soon as possible.
(c) Update CITY/DISTRICT regularly on progress in resolving problems.

6. CITY/DISTRICT Reporting Obligations. CITY/DISTRICT agrees that it shall inform the Consultant of any incidents or problems of which CITY/DISTRICT becomes aware as promptly as reasonably practicable.
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B. CONSULTANT TECHNICAL SUPPORT POLICY

1. C onsultant technical support is available live from 5:00am to 5:00pm, Pacific time, on all weekdays other than Federal holidays. Consultant’s support includes answering questions from CITY/DISTRICT over the telephone or e- mail, and the commercially reasonable effort to have the VUEWorks Software functioning properly in accordance with the documented product features and specifications. 24/7 customer support is available via the VUEWorks® online support portal.

2. C onsultant Support must be initiated either through calling the support line (800) 252- 2402, Submitting a ticket through the VUEWorks® online support portal or Support Email: [email protected]
. Consultant recommends the use of the VUEWorks®
online support portal or email as it serves as a written record of the event.

3. CITY/DISTRICT shall designate one individual to serve as the primary support contact for requests. Additionally, CITY/DISTRICT may designate as many as two (2) more secondary individuals who may contact C onsultant directly for support issues. Other arrangements will be addressed on a case- by-case basis and must be agreed to in writing by CITY/DISTRICT and Consultant.

4. The initial contact whether invoked by email or telephone for a particular issue defines the beginning of a support incident.

5. In cases where a Consultant staff member is unable to answer the phone, or when the CITY/DISTRICT uses email for a support request, CITY/DISTRICT will include in the message their name, their organization, a thorough description of the steps that preceded the problem, and a call back number. Screen shots and complete descriptions of the problem, activities leading to the problem and any related detail are most helpful. Consultant may not be able to respond if this information is not provided.

6. Common incidents include operational questions, improvement suggestions, problems related to changes in the CITY/DISTRICT’s GIS environment, problems related to changes in the CITY/DISTRICT’s VUEWorks Software implementation, and problems related to defects in the software.
a) If the incident involves a defect in the VUEWorks software, Consultant will provide the commercially reasonable effort to fix the defect(s) at no charge. i. A defect is defined as a failure of the software to substantially conform to the functional descriptions set forth in the C onsultant’s Proposal to the CITY/DISTRICT.
ii. A defect is often, but not always, accompanied by an error message. iii. VUEWorks Software has many dependencies that could generate error messages that are delivered through VUEWorks Software but are not VUEWorks software defects. These include but are not limited to:
1) Esri GIS Software
2) MS SQL Server
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3) Server operating system
4) Permissions
5) Hardware
6) Network connectivity
7) Individual CITY/DISTRICT computer issues
8) Individual CITY/DISTRICT computer issues are identified when the issue occurs on a limited number of computers but not on all computers using the same VUEWorks Software user login.
b) C onsultant reserves the right to determine if an issue is caused by a VUEWorks Software defect or not.

7. If the issue is determined to be anything other than a defect in the VUEWorks Software code then Consultant will provide up to 30 minutes of technical support at no charge, followed by a charge of two hundred dollars ($200) per hour per incident as requested in writing by the CITY/DISTRICT.

8. Consultant’s technical services do not include support for Esri Software. While Consultant’s staff may attempt, at its sole discretion, to resolve issues stemming from Esri Software, the CITY/DISTRICT recognizes that these types of issues are best supported through Esri’s many support channels.

9. C onsultant handles incident reports in the following manner.

Each incident logged will be given a priority of 0 to 4 as determined by Consultant technical support staff. C onsultant will first attempt to resolve the issue with the CITY/DISTRICT upon initial response. If the issue cannot be resolved during initial response, then Consultant will respond to the request depending on the priority of the issue as defined in the following sections:
a) Priority 0. Critical Issue. Consultant will start working on the issue within 4 business hours of initial response and continue to work on the issue during normal business hours until the issue is resolved. Examples of Critical Issues:
i. No user at the CITY/DISTRICT site can log on to VUEWorks Software. ii. The map does not display on any user computer at the CITY/DISTRICT’s site.
iii. No user at the CITY/DISTRICT’s site can create a Service Call or Work Order.
b) Priority 1. Severe Issue. C onsultant will start working on the issue within one business day of initial response and continue to work on the issue during normal business hours until the issue is resolved if any of the following occurs:
i. VUEWorks Software generates information that is obviously and substantially incorrect.
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ii. A feature produces error messages that causes a VUEWorks Software feature to stop functioning or not produce results.
c) Priority 2. Important Issue. If the issue cannot be resolved through the initial response process, then C onsultant will start working on the issue within 5 business days and resolve the issue within 30 days thereafter if any of the following occurs:
i. An issue reported by CITY/DISTRICT that can be resolved by providing help on using a specific feature.
ii. Issues that cause an error message but do not cause the VUEWorks Software to stop functioning or create results that are substantially incorrect.
iii. Issues acknowledged by C onsultant as a defect that can be avoided without loss of functionality through a work around process. d) Priority 3. Low priority issues. If the issue cannot be resolved through the initial response process, then Consultant will document the issue but not be obligated to respond within any specific time frame for the following types of issues:
i. Issues or questions that are not directly related to the functionality of the VUEWorks Software.
ii. Non-contractual VUEWorks Software enhancement request (the “Wishlist”). A non -contractual request to provide features in VUEWorks Software that are not in the current product.
e) Priority 4. Issue is not directly related to VUEWorks Software. If an issue is determined to be related to hardware, browser, or operating system malfunction Consultant will notify CITY/DISTRICT that the issue must be resolved by the CITY/DISTRICT. These cases are usually substantiated if the issue occurs on only one user computer and cannot be replicated on another user computer or at VUEWorks Software test environment.
f) C onsultant will provide commercially reasonable effort based on the above guidelines. If it is determined that the effort required to resolve the issue is not included in this Annual Maintenance and Support policy, work will stop, and the CITY/DISTRICT will be advised that the work is not covered. At C onsultant’s discretion, the CITY/DISTRICT may be provided an option for VUEWorks Software to continue the work at an agreed to cost and scope.

10. Direct Server Access: In order for C onsultant to provide adequate support the CITY/DISTRICT agrees to provide C onsultant the means to remotely control and transfer files with the CITY/DISTRICT’s VUEWorks Software server, the GIS server and the SQL server through the Internet.
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a) VUEWorks recommends MS Teams software for remote access but will work with any commercially acceptable system that provides remote control and file transfer capabilities as preferred by the CITY/DISTRICT. b) This requirement allows Consultant support staff to:
i. Offer the CITY/DISTRICT software update services to install patches, updates, and upgrades that would otherwise require CITY/DISTRICT resources.
ii. Ability for VUEWorks staff to directly operate VUEWorks Software at the CITY/DISTRICT site for the purpose of investigating issues reported by the CITY/DISTRICT.
iii. Attempt to resolve issues remotely that would otherwise require an On- Site visit.
c) The CITY/DISTRICT understands and agrees that if remote access to CITY/DISTRICT’s servers is not provided then all response times documented in item 9 above will not apply.
i. C onsultant agrees to not access any other data or applications other than required for VUEWorks Software support purposes.
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EXHIBIT “D”

INSURANCE

CONSULTANT shall procure and maintain for the duration of the contract insurance against claims for security breaches, system failures, injuries to persons, damages to software, or damages to property (including computer equipment) which may arise from or in connection with the performance of the work hereunder by the CONSULTANT, its agents, representatives, or employees. CONSULTANT shall procure and maintain for the duration of the contract insurance claims arising out of their services and including, but not limited to loss, damage, theft or other misuse of data, infringement of intellectual property, invasion of privacy and breach of data.

Minimum Scope and Limit of Insurance
Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if CONSULTANT has no owned autos, Code 8 (hired) and 9 (non- owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. CONSULTANT hereby certifies that it is aware of the provisions of Section 3700 et seq., of the Labor Code which require every employer to be insured against liability for Workers' Compensation.

4. Cyber Liability / Technology Professional Liability Errors and Omissions Insurance appropriate to the CONSULTANT’S profession and work hereunder, with limits not less than $2,000,000 per occurrence, $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by the CONSULTANT in this agreement and shall include, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic information, extortion and network security. The policy shall provide coverage for breach response costs as well as regulatory fines and penalties as well as credit monitoring expenses with limits sufficient to respond to these obligations.
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A. The Policy shall include, or be endorsed to include, property damage liability coverage for damage to, alteration of, loss of, or destruction of electronic data and/or information “property” of the CITY/DISTRICT in the care, custody, or control of the CONSULTANT. If not covered under the CONSULTANT’s liability policy, such “property” coverage of the CITY/DISTRICT may be endorsed onto the CONSULTANT’s Cyber Liability Policy as covered property as follows: 19 DocuSign Envelope ID: 8E4AE45A-551C-49E7-83DD-385DD9B6D6A7

B. Cyber Liability coverage in an amount sufficient to cover the full replacement value of damage to, alteration of, loss of, or destruction of electronic data and/or information “property” of the CITY/DISTRICT that will be in the care, custody, or control of CONSULTANT.

C. The Insurance obligations under this agreement shall be the greater of 1—all the Insurance coverage and limits carried by or available to the CONSULTANT; or 2 — the minimum Insurance requirements shown in this agreement. Any insurance proceeds in excess of the specified limits and coverage required, which are applicable to a given loss, shall be available to CITY/DISTRICT. No representation is made that the minimum Insurance requirements of this agreement are sufficient to cover the indemnity or other obligations of the CONSULTANT under this agreement.

If the CONSULTANT maintains broader coverage and/or higher limits than the minimums shown above, the CITY/DISTRICT requires and shall be entitled to the broader coverage and/or the higher limits maintained by the CONSULTANT . Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY/DISTRICT.

Other Insurance Provisions - The insurance policies are to contain, or be endorsed to contain, the following provisions:

Additional Insured Status
The CITY/DISTRICT, its Boards, Officers, Agents, Officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the CONSULTANT including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the CONSULTANT’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).

Primary Coverage
For any claims related to this project/contract, the CONSULTANT’s insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the CITY/DISTRICT, its Boards, Officers, Agents, Officials, employees, and volunteers. Any insurance or self- insurance maintained by the CITY/DISTRICT, its Boards, Officers, Agents, Officials, employees, and volunteers shall be excess of the CONSULTANT ’s insurance and shall not contribute with it.

Notice of Cancellation
Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the CITY/DISTRICT.
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Umbrella or Excess Policy
The CONSULTANT may use Umbrella or Excess Policies to provide the liability limits as required in this agreement. This form of insurance will be acceptable provided that all of the Primary and Umbrella or Excess Policies shall provide all of the insurance coverages herein required, including, but not limited to, primary and non- contributory, additional insured, Self - Insured Retentions (SIRs), indemnity, and defense requirements. The Umbrella or Excess policies shall be provided on a true “following form” or broader coverage basis, with coverage at least as broad as provided on the underlying Commercial General Liability insurance. No insurance policies maintained by the Additional Insureds, whether primary or excess, and which also apply to a loss covered hereunder, shall be called upon to contribute to a loss until the CONSULTANT’s primary and excess liability policies are exhausted.

Waiver of Subrogation
CONSULTANT hereby grants to CITY/DISTRICT a waiver of any right to subrogation which any insurer of said CONSULTANT may acquire against CITY/DISTRICT by virtue of the payment of any loss under such insurance. CONSULTANT agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation but this provision applies regardless of whether or not the CITY/DISTRICT has received a waiver of subrogation endorsement from the insurer. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the CITY/DISTRICT for all work performed by the CONSULTANT , its employees, agents and subConsultant s. 20 DocuSign Envelope ID: 8E4AE45A-551C-49E7-83DD- 385DD9B6D6A7

Self-Insured Retentions
Self-insured retentions must be declared to and approved by the CITY/DISTRICT . The CITY/DISTRICT may require the CONSULTANT to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or CITY/DISTRICT.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the CITY/DISTRICT.

Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:

1. The Retroactive Date must be shown, and this date must be before the execution date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

3. If coverage is canceled or non- renewed, and not replaced with another claims -made policy form with a Retroactive Date prior to the contract effective, or start of work date, the CONSULTANT must purchase extended reporting period coverage for a minimum of five (5) years after completion of contract work.

Verification of Coverage
CONSULTANT shall furnish the CITY/DISTRICT with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement 107

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Page of the CGL policy listing all policy endorsements to CITY/DISTRICT before work begins.

However, failure to obtain the required documents prior to the work beginning shall not waive the CONSULTANT’s obligation to provide them. The CITY/DISTRICT reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

SubConsultants
CONSULTANT shall require and verify that all subConsultants maintain insurance meeting all the requirements stated herein, and CONSULTANT shall ensure that the CITY/DISTRICT is an additional insured on insurance required from subConsultant s. For CGL coverage, subConsultants shall provide coverage with a form at least as broad as CG 20 38 04 13.

Special Risks or Circumstances
CITY/DISTRICT reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 108

Simi Valley City CouncilAugust 4, 2025

Simi Valley City Council
August 4, 2025