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HomeMy WebLinkAbout8.1 Motion to Accept Proposal for new asset/work management softwareBoardDocs® Pro Agenda Item Details Meeting Category Subject Access Type Preferred Date Absolute Date Fiscal Impact Dollar Amount Budgeted Budget Source Recommended Action Public Content Information Page I of 3 8.1 Motion to accept proposal for new asset/work management software in an amount not to exceed $144,230. Public Action Dec 11, 2018 Dec 11, 2018 Yes 144,230.00 Yes General Fund, Refuse Fund, Water Fund Accept the proposal from Cartegraph to provide an asset/work/customer relationship managemenl software solution for the Public Works Department in the amount not to exceed $144,230.00. The Public Works Department initially purchased Hansen software in 1994 to help manage certain water and sewer syste assets. Today, utilization of Hansen has expanded to include all Village -owned and/or maintained assets. This includes wate sanitary sewer, street, storm sewer, trees, grounds sites, buildings, equipment, and stockroom supplies. Presentl ove 100,000 assets are inventoried in the Hansen system. Inventory data includes spatial (location) data, attribute info atio (date installed, make, model, size, etc.) and network association (i.e. what homes are connected to a specific water main, etc. All data is maintained and updated by the Public Works staff. I Hansen software is also utilized to manage work orders scheduled against assets. Both scheduled and unscheduled a, (emergency) work is logged to track equipment, supplies, and personnel utilized. These work orders are then used to measurk" compliance with goals, monitor efficiency, assess asset condition, and memorialize work records. Additionally, Hansen software (Customer Relationship Management (CRM) module) is used to log customer requests for service. a, Every phone call, e-mail, letter, or walk-in visitor is logged into the Hansen system. Hansen software also integrates with thk" Village wide CRM system (Public Stuff). The Public Works Department processes approximately 7,000 service requests each yea r. Problem Statement Hansen is a web -based application with the database hosted on Village premises. Recently, Public Works and Informatio Technology staff have discussed the benefits of moving away from a hosted on -premises environment to a software -as -a service (cloud environment) solution. The impetus for this conversation is the mature life -cycle stage for on -premises hoste architecture. The current trend in the applications market is for solutions to migrate to a cloud environment with all backen support provided by the software company. Asset/work/customer relationship management software like Hansen will likely no be sustained in a locally -hosted environment over the long term. In addition, Information Technology staff is presently responsible for maintaining the Hansen backend network structure. As thc size and functionality of the software has grown, maintenance has become complex and time-consuming. The move from a https://www.boarddocs.com/il/vomp/Board.nsf/Public 12/19/2018 BoardDocs® Pro Page 2 of 3 hosted -on -premises architecture to a cloud -based environment would eliminate the need for Information Technology staff tit, support the software. All software and network support would be provided by the software manufacturer/vendor. In addition, a cloud -based solution would facilitate elimination of two (2) servers. This reduction would save $10,000 (each server is $5,000 and replaced on a five-year cycle). Additionally, the move to a cloud -based solution would enable an optimized mobile application for all users. The current, locally - hosted version of Hansen has a limited ability to operate on mobile devices like tablets and smart phones. It is not optimized to operate on these devices; it attempts to run the full version of the software available to network connected PCs and laptops. A move to a cloud based solution would facilitate efficient access for all users to a mobile solution optimized for tablets and smart phones. Request for Proposals As part of due diligence research, staff held in-depth conversations with Hansen about moving the current database build to a cloud -based environment. The move from the current set up to the Hansen cloud set up would cost $178,600. In addition, thit annual service cost would be $130,000. The current annual service and maintenance costs is $55,000. Staff found Hansen's proposed migration costs unexpectedly high; sufficiently pricey to warrant analysis of other softwart solutions in the marketplace despite our long and successful relationship with the firm. The Director of Innovation and Technology concurs with this assessment. Staff looked at the two (2) software solutions already installed on the Village computer network, including New World and Citizenserve, as a potential replacement for Hansen. The New World ERP solution used by the Finance Department does have a work/asset management component but it is uniquely aligned to utility billing and only works with metered accounts. Citizenserve, used by Community Development and Building Services, does not offer an asset management solution; it focuses on permitting, code enforcement and licensing. Subsequently, staff hosted five (5) software demonstrations with leading asset management software firms to assess the viability of other software solutions. On July 19, 2018, staff prepared a detailed request for proposals (RFP) and mailed it to five (5) firms that could implement a Public Works -oriented, cloud -based, asset/work/customer service management software with optimized mobile functionality. Three (3) proposals were received. The results are listed in Table 1. My Mae 1st Year Cost 2nd Year Cost 13rd Year Cost Cartegraph $144f230.00 $61f150.00 1$61f 150.00 Ritter -GIS (CityWorks) $148f975.00 $48f375.00 1$57f375.00 Burns & McDonnell (CityWorks) $48f375.00 1$57f375.00 Each proposal was evaluated based on the background of the company, scope of work, schedule, work effort, and proposal content. Each compan each criteria. Table 2 below summarizes this analysis: .i ' 09192M R. jelated project experience, proposed services and received a point ranking (total points = 100) fog Le Cartegraph was chosen as the preferred software application based on functionality. Notably, its workflow automation is mor utilitarian and intuitive than the Cityworks solution. Workflow automations are an important function because they allow end users to automate locally defined work processes within the software creating greater efficiencies. Cartegraph includes workflow automation wizard that easily allows staff to create automations without programming knowledge or the assistance o Cartegraph staff. Workflows can be created, edited, deleted at anytime. An example of a workflow automation: a work order i completed for a water main break and it identifies pavement/parkway restoration; the system will automatically generate work order for the additional work. The system will also send a text and email notification to appropriate supervisors. Thi automation will make staff more efficient and ultimately render better customer service. I Another component that differentiated Cartegraph from Cityworks was the asset condition assessment - capital planning component. Out of the box, Cartegraph offers best practice condition assessments on all asset types included in the software. Cityworks does not currently offer out of the box condition assessments. Cityworks requires all condition assessments to bit custom developed. In addition, Cartegraph also allows for the creation of condition assessments that differ from out of the bo>i https://www.boarddocs.com/il/vomp/Board.nsf/Public 12/19/2018 Max Points C.R rtea rRDWI Ritter -GIS (CityWorks) Burns & McDonnell (CityWorks) Work Effort Le Cartegraph was chosen as the preferred software application based on functionality. Notably, its workflow automation is mor utilitarian and intuitive than the Cityworks solution. Workflow automations are an important function because they allow end users to automate locally defined work processes within the software creating greater efficiencies. Cartegraph includes workflow automation wizard that easily allows staff to create automations without programming knowledge or the assistance o Cartegraph staff. Workflows can be created, edited, deleted at anytime. An example of a workflow automation: a work order i completed for a water main break and it identifies pavement/parkway restoration; the system will automatically generate work order for the additional work. The system will also send a text and email notification to appropriate supervisors. Thi automation will make staff more efficient and ultimately render better customer service. I Another component that differentiated Cartegraph from Cityworks was the asset condition assessment - capital planning component. Out of the box, Cartegraph offers best practice condition assessments on all asset types included in the software. Cityworks does not currently offer out of the box condition assessments. Cityworks requires all condition assessments to bit custom developed. In addition, Cartegraph also allows for the creation of condition assessments that differ from out of the bo>i https://www.boarddocs.com/il/vomp/Board.nsf/Public 12/19/2018 BoardDocs® Pro Page 3 of 3 solutions. More importantly, the results of the condition assessments feed directly into the capital planning module. The capit planning module will allow for staff to make capital improvement decisions based on available budget and current conditions o a ssets. I Year One costs listed in Table 1: Proposal Results include the cost of implementation and software service costs. The costs listed for Year Two and Three represent annual software service costs. The $61, 150 annual service for Cartegraph would not bc a new expenditure. The Village currently incurs an annual service and maintenance cost for Hansen that is $55,000. The $6,150 increase is offset by the reduction of two servers at a total cost of $10,000 and reduced staff support. The references that were provided by Cartegraph have all been vetted. Staff visited several municipalities in the Chicago area that currently use Cartegraph and spoke with them extensively. All municipalities that have Cartegraph spoke very highly of thc company and product. Alternatives 1. Accept proposal from Cartegraph Systems LLC of Dubque, Iowa 2. Action at discretion of Village Board. Staff Recommendation Staff recommends the Village Board to accept the proposal from Cartegraph Systems LLC of Dubuque, Iowa to provide an asset/work/customer relationship management software solution for the Public Works Department in the amount not to exceed $144,230.00 for the first year. Expenditures in all subsequent years will be limited to amounts authorized for this purpose in approved budgets. Co ..,P 07-1.7-1.8.pff (4.1 2 21. KB) mplete Asset Mgt FU: U.P.pdf (11,17 ss6 KB) -it Software Cartegrap['i [Zesp&nse to RF Aet M&nageme�r A -it Software Cartegrap[-i Rrici�ng estimate.pdf (20 KB) sset M&nageme�r Administrative Content Executive Content Motion & Voting Accept the proposal from Cartegraph to provide an asset/work/customer relationship management software solution for the Public Works Department in the amount not to exceed $144,230.00. https://www.boarddocs.com/il/vomp/Board.nsf/Public 12/19/2018 rem r Notice is hereby given that Iprolposals will be received by the Village of Mount Prospect of Mount Prospect, IL for: Enterprise Asset Management Software P - - - 0 4 0 4 0 . ■ ff w am r• 0 11111071110211:� ■- Kristina Jakupovic Administrative Superintendent Village of Mount Prospect Public Works Department 17010 W Central Rd Mount Prospect, IL 60056 The Village of Mount Prospect reserves the right to: Reject any and all proposals, and to waive irregularities and iinformalltiies iin the submittal and evaluation process,. This, RFP does not obligate the Village of Mount Prospect to pay any costs incurred by respondents, in the preparation and submission of a proposal, Including but not limited to a respondent doing an on-site scripted product demonstration. Furthermore, the RFP does not obligate the Village of Mount Prospect to accept or contract for any expressed or implied services. • Amend the RFP in any manner prior to proposal due date. Obtaiin clarification of any point in a vendor's proposal. Such clarifications can be in any form such as but not limited to conference calls, email communications, web, demonstrations, on-s,ite demonstrations or vendor headquarters visits, Share the RFP, proposals and subsequent vendor provided information with its consultants) in order to secure expert opinion. If applicable, request from the software vendor a different implementation Ipirovideir or implementation team memberi(s) than the one proposed or at its sole discretion, select a different implementation provider or implementation team on its own. • All proposals, become the property of the Village of Mount Prospect. Materials, submitted will not be returned to the proposer. 1.. PURPOSE...................................................................................................................................................4 2. BACKGROUND ..................................................................................................................................4 3. ENTERPRISE ASSET MANAGEMENT IREQUIREMENTS, .......................................................................'5 4. SUIBMITTAIL REQUIREMENTS ........................................................................................................'S 5. UP SCHEDULE .................................................................................................................................6 6. UP COORDINATOR/CCUIMIMUNICATHGINS....................................................................................... 7. EVAILUATIIOIN PROCEDURES ............................................................................................................6 R. CONTRACT NIEGOTIATIION...........................................................................................................7 9. CONTRACT AWARD AND PROTEST ................................................................................................. 7 10. OWNERSHIP OF DOCUMENTS ......................................................................................................... 7 11.. ASSET MANAGEMENT SYSTEM MIINIMUM REQUIREMENTS ............................................................. 8 Attachment A— Company Qualifications and Information.................................................................11 Attaclhiment IB — Customer IRefeirences................................................................................................13 Attachment C — Key Requirements ...................................................................................................... 14 AttachmentD — UP Exceptions .......................................................................................................... 21 Attachment IE— Price IEstimates ........................................................................................................... 24 InsuranceProvisions .........................._.............................................................................................26 Affidavitof Carnpliance.................... ............ ............................. ......... ......... ......... ........... 27 Indemnity Hold Harmless Agreement....-.......... ... 29 1. PURPOSE The purpose of this, RFP is to solicit proposals from software vendors, systems integrators, and/or implementation partners who can demonstrate that they possess the organizational, functional and technical capabilities, to provide an Enterprise Asset Management (EAM) )/Computerized Ma intenance Management System (CMMS) solution that meets the Village of Mount Prospect's needs. The ideal vendor shall have experience in successfully implementing the proposed solution at villages/cities, or similar public agencies with similar requirements to the Village of Mount Prospect. The successful vendor shall be Irespolnsiible for the final approved design, installation, and implementation and commissioning of the EAM / CMMS system including development of user acceptance testing, system integration and connectivity to existing resources. This RFP process seeks to provide the blest overall EAM / CMMS solution for the Village of Mount Prospect. Total cost of ownership will not be the only factor in making the determination. Other factors that may contribute to the selection process, include but are not limited to: r Project approach and understanding of the Village of Mount Prospect's objectives and requirements, Vendor's implementation methodology and success Vendor's installed base and experience with customers similar to the Village of Mount Prospect Feedback from customer references Ability to meet the Village of Mount Prospect's requirements, (software functionality, usability, performance, flexibility, integration, and technology) r Ability to meet the Village of Mount Prospect's selection and implementation tiimeframe r Ongoing maintenance and support The Village of Mount Prospect is situated in the Northwest Suburb of Chicago, IL. The Village of Mount Prospect is looking for a system to improve asset management, including elements that will assist in further refinement and evaluation of levels of service and generate reports to improve operational efficiencies. Currently, the Village of Mount Prospect uses Infor Public Sector (Hansen) as the asset management system. The large part of this, project will be conversion of all assets,, work orders, inspections and service requests from Hansen to the new asset management system. It is envisioned that the new asset management system will also be integrated with the Village of Mount Prospect's document management system (LaserFiche) and improve functionality amongst the Village of Mount Prospect Public Works Utilities Water, Sewer, Sto rmwate r), Buildings, Forestry/G ro u nds and (Engineering divisions, 3. ENTERPRISE ASSET MANAGEMENT SYSTEM REQUIREMENTS The Village of Mount Prospect's objective is to replace the current EAM / CMMS (Hansen v8 and Public Stuff) system which will optimally include the following areas of functionality, Functionality GIS -Related Asset & Work Management Online Citizen Requests (Service) Asset Management Capital Projects Work Management Reporting Inventory Management Mobiie Solution Forecasting The more detailed functional requirements are in Section 11— Asset Ma nagement System Minimum Requirements. Responses to this RFP must adhere to the submittal format described below with the information as identified in the following table. "SECTION TITILE INPORMATION'TO BE INCLUDED Section I Cover Letter Provide a signed Cover Letter, Section 2 Company Qualifications Complete the Company Qualification and and Information I nforma tio n form — Atta ch me nt A. Section 3 Customer References Complete the Customer References form — Attachment B. Section 4 Key Requirements Complete throe Key Requirements fc, rm — Attachment C Section 5 RFP Exceptions Complete and sign the RFP Exceptions form — Attachment D, Section 6 Certification Complete the Ikon -Collusion and Tax Compliance form — Attachment E Section 7 Implementation Provide a brief overview of your implementation Methodology methodology and the expected timeframe for this project. One (1) complete proposal should be included must be received by the date and time listed. The Village of Mount Prospect, at its discretion, may make additional copies of the proposal for the purpose of evaluation only. The original proposal will include original signatures, in ink, by authorized personnel,. One copy of the price proposal shall be submitted in a separate sealed envelope. Please Attachment F for this submission. offafjzca�; These dates are estimates and are subject to change by the, Village of Mount Prospect. Upon release of this RFP, alli vendor communications shoWd be directed to the RFP Coordinator listed below. Unauthorized contact regarding this RFP with other Village of Mount Prospect employees, may resuft in disqualification. Any oral communications will be considered unofficial and non-binding, Name: Kristina Jakupovic ss, 1700 �b'f-L-irTfwfliM i i ect. iL 600516 OFIMEIIIIIIIIII Wim The evaluators, will consider the completeness, of the proposal, how well the vendor complied with the response requirements, responsiveness of vendor to requests, the number and nature of exceptions (if any), the total cost of ownership and how well the vendor's, proposed solution meets the needs of the Village of Mount Prospect as described in the response to each requirement and form. As part of the evaluation, the Village of Mount Prospect reserves the right to request additional information, ask for a Web demo, and conduct conference calls to go over the response, or take any other action it deems necessary in order to do a thorough and objective evaluation of each response. In addition, the Village of Mount Prospect will require that a short list of finalist vendors conduct a scripted product demonstration for its selection team at a location and time chosen by the Village of Mount Prospect. The Village of Mount Prospect reserves the aright to negotiate with the selected vendor that, in the opinion of the Village of Mount Prospect, has submitted a proposal that is the "best value,"' In no event will the Village of Mount Prospect be required to offer any modified terms to any other vendor Ipirioir to entering into an agreement with a Iproposeir and the Village of Mount Prospect shall incur no liability to any proposer as a result of such negotiation or modifications. It is the intent of the Village of Mount Prospect to ensure it has the flexibility it needs, to arrive at a mutually acceptable agreement. The Village of Mount Prospect reserves the right to make an award without further discussion of the proposals. The selected vendor will be expected to enter into a contract with the Village of Mount Prospect., The Village of Mount Prospect shall not be bound, or in any way obligated, until both parties, have executed a contract. No party may incur any chargeable costs prior to the execution of the final contract. 10. OWNERSHIP OF DOCUMENTS Any proposals, reports, studies, conclusions, software modifications,, and summaries prepared by the vendor for this, project shall become the property of the Village of Mount Prospect. 1.1. ASSET MANAGEMENT SYSTEM MINIMUM REQUIREMENTS i , i , I General Requirements System must be web -based and installed on a cloud hosted server managed by the vendor„ such as Amazon Web Services 1.2 1 System must support interface, content, and workflow customizations by a trained system administrator without programming. 1.3 System crust supprart ISIS SOL Server 2012 or higheir 1.4 System should support open standards and be capable of integrating with other city systems, as appropriate. 1, Ability to customize end user forms to facilitate a more focused user interface for each group of end users System must have a dashboard style page configurable by each user for viewing assigned or monitored 1.0 work activities. Should include: cost summaries, to do lists, charts, graphs, maps, reports, etc. should be configurable based on any number of search parameters defined by the user. 1.7 Ability to access in the field on a variety a devices, include laptops, tablets and smartphones. Mobile version of the software must be a lightweight version of the applicatioin. GIS andAs et Data Reqluirements System must support Esri ArcGIS Server 10.4 or greater and maintain compatibility with the most 2.1 current version of SSRI GIS software either before or shortly after an ESI version release System should be designed to work with GIS data, where geographic features (e.g. pipes) represent assets. It must integrate with the Village's existing enterprise geodatabase, AIrcGIS Server software and ArcGIIS Online. The software should not require converting to a different 2.2 System MUST be non -modular fair asset types and functional groups. Gore system must be configurable for unlimited asset types and asset groups without additional licensed modules or licensing 2,3 cost. System should utilize the Esri geodatabase as the only asset database/repository and link to it out-of- the-box without additional add-ons, syncing tools or software licensing. All asset geometry and attributes must reside in the geodatabase and should not require middleware, modules, or synchronization with the work management database. 2.4 System should not set limits on the number of assets or the size or complexity of the asset data, other 2.5 than those imposed by the underlying Esri software 2.6 System should support and detect relationship classes within the GIS System should (provide a map interface, allowing the user to view assets, search, pan,. zoom, locate„ 2.7 measure distances and include the capability to view information about assets" attributes from the GIS. Map should be comprised of ArcGIS Server Map Services hosted on the Village of Mount Prospect's 18 ArcGS Server or Esri Must support multiple map services, specific to users or groups of users, to meet the various GIS needs 2.9 of each department. 2.10 Ability to locate address utilizing AircGIS locating services Ability to select assets in the GIS map and create work orders and inspections associated to the 2.11 selected assets 112 Ability to attach multiple assets to a work order All work activities, (requests, work orders, inspections, etc.) should be displayed hive on the map 2.13 interface based on user preferences. User should be able to open activities from the map. Ability to update asset attributes. All updates should utilize Esd technology so as to maintain the integrity 2.14 of the GIS system. System should be able to consume / connect to table views or joined table views published to an ArcG iS 2.15 Server Map, Service 3 Request Managernent/Call Center 3A The software should provide functionality for logging, mapping, and tracking calls for service 12 Ability to define service request types and user defined caller questions, instructions and comments 33 Ability to log calls from internal and external customers 3-4 Abilitv to record information regarding caller if different from property owner 3-5 Uses ESRI Geocoding services for address locator, including cross streets 3-6 Ability to route request to staff by geograeThio layer as defined in the GII,S 37 Ability to interface to external Customer Service databases ands tems Ability to automatically email callers status updates as the request is processed 3.8 3,9 Ability to track multiple callers per request System should prompt call taker if there is an open request of the same type in the same general area 3.10, so as to reduce duplicate effort Work Management 4] 4,1 Ability to define unlimited work order activity types for any asset type defined in GS 42 Ability to generate work orders from service requests, creating relationships between work orders, and attaching work orders to any inumber of assets or to locations without assets. 1 43 The work order system should track parts, labor, equipment, and other costs/resources associated with the work activity 4.4 Costs should be associated to assets on the work order and asset costs should be easily reportable from with the system 4.5 Should support capability to dispatch work orders to work crews. Work crews should be able to access and prioritize work orders by multiple attributes. 4.6 Ability to create work requests from inside the map interface 4,7 Track relationship between service request and work order Ability to for personnel to select and review work requests and work orders using multiple selection and 4.8 sorting criteria that include all work request and work order fields I I 4.9 Allow work orders to include multiple' ssets 4.10 Ability to view all work activities on a map and label by priority, status, type, etc. 4.11 Ability to schedule and assign preventative or routine work orders for future and planned maintenance 4.12 Ability to attach multimedia files to work order 4.13 Ability to organize work orders and associated costs to project with a budget 4A4 Ability to modify (hide, relocate, repurpose, etc.) all fields on end user forms 4.15 Ability to establish required fields so as to ensure data input integrity 4.16 Ability to assign maintenance scores to work activity types 4.17 Must be able to update ClS attributes with fields from the work management' ystem automatically 14.18 Must be able to report on total cost of maintenance for one or many selected assets 4.19 Ability to view work activities on a calendar 5 Asset Inspection and Condition Analysis Requirements 5.1 Ability to collect and store condition assessment data against an asset e.g. number of leaks, number of repairs, defects, thickness measurements, anode deterioration, safety issues, etc. for the following assets: sewer main, sewer manhole, storm manhole, storm main pavement, street light, etc. 5.2 Ability to complete condition assessment in its mobile application. Captures and stores for assets the results of various inspections such as flow monitoring, 1/1 5.3 investigations, smoke testing, hydrant flow testing, back-flow prevention device testing, pump efficiency testing, etc. 5A Inspections must provide flexibility for user defined fields and forms 55 Ability to define custom inspection observations with weighted scoring by asset type. Weighted scoring should result in a condition score on the asset. Scoring weights should be defined by village 1 5.6 Ability to conduct a condition analysis from within the map interface, combining inspection data and GIS attributes which results in the selection of assets based on condition score range 51 Ability to summarize asset condition by heat maps within GIS 5,8 Ability to calculate Probability of Failure, Consequence of Failure, and Business Risk Exposure based on GIS attributes and visualize on a heat map 5,9 Must provide a flexible and open methodology with ability to link to 3rd party software, tools or data for asset condition modeling, depreciation and valuation Village of MoUnt Prospect 'Enterprise Asset Management Company Qualifications and Information ,A Vendor Company /'wn'tac1t information • Company Name and Address Contact Person: Name and Title * Phone, Email, Website ompany lrifotrnati tr Year Pounded,- Private vs.. Public Revenue and Income: Current and Prior Year Nearest regional office to the Village of Mount Prospect Verk0or Employee Counts for alio Proposed Solution • Total US ■ Product Development r Support-, Ilrnplementation and Help Desk ■ Sales • Administration A. Proposed Solution, • Name of Proposed Solution • Core Competency of Proposed Solution r Target Industry Focus r Brief SolWtion History/Genealogy S. Number Cu tourers on, Proposed Solution ■ Total * Total US Total US Cities of Similar Size and Scope to The Village of Mount Prospect ■ Provide Sample List of Village Customers 111age of Mount Plwospei ct i terprrs Asset Mann'gemenit C,o,rnpan ,QoalN c,` n' d, In, 6r,mat19C n l i pl! mr> tatl w Modoll • Direct, lmp4ementation partner, Value Added Reseller Direct is preferred) • Typical lmplerrentation Duration for Core Functionality (6, 12, 1.8 Months...) • Support Model °-° VAR, Direct, Hours, etc, 7. loftwar ` ,rice( ,J[Ap 11 Noti Hosting,Qp0on • Brief description of aa5/ Application Hosting models available. • Describe your policy towards data ownership and transferability from your SaaS/W osted solution to your on- premises solution or to a 3"0 party,. ■ Location of Hosting site'(s), mirrored site's. Are these you r sites or 3 d party? if 3"d party, who is the organization? • Current version and release date for your proposed Solution • Anticipated date and version number for next release • Version proposed for implementation • hlruimber of prior versions supported • Describe major and minor release schedules Provide at least three references that are similar in size and requirements to the Village of Mount Prospect, and that have implemented your software in the past five years. Reference sites should be fully implemented and live on the current version of the software,, Concurrent Users: Contact Name/Title: re 0 ImMTT - Other comments: Named Users: (A Ax/ . ............ A Concurrent Users: Named Users: Contact Name,/Title : Telephone Modules/Functionality Installed: Go Live Date: Other comments: FTT M ", III I 1 1111 iiiliiii i ;Iiiiiiiii 11:11�11i 11 1 This following table contains the Enterprise Asset Management system requirements. This is not a comprehensive list of all of the Village of Mount Prospect's EAM / CMMS requirements, but includes the key requirements that will be used to evaluate -the proposalis and will be incorporated into the signed contracts. For each line item a ranking has been provided indicating the importance to the Village of Mount Prospect. Rankings used are R for Required, i for Important, or N for Nice to Have and E for Explore. Software applications that are, missinga significant number of required 'features and technology preferences may be eliminated from consideration, Vendors must provide a rating and a comment for eve!y line ijern If the requirement does not pertain to the proposal being submitted, enter "N/A°°. The comment should include a brief explanation of how the item is supported. Please do not modify the formrmat, font, numbering, etc. of this form. If a submitted RFP includes Wank responses the document may be eliminated from consideration. Apply the following rating system to each line item requirement: Y Fullysupported by the current release of the software, 3P Supported with third party software (i.e. software not directly owned or controlled by the vendor submitting the proposal), C Customization is required to meet the requirement (e.g. changes to the underlying code must be made, a report must be specifically developed for the customer, tables have to be created or modified, etc.). Causes extra coding or upgrade work in order to implement new versions or upgrades, F Future functionality: Supported in the next release of the software (or releases) within the next 1 — 2 years, N j Not supported. Sample Response Format: Please use the format below when completing your response .. . .. . . . . . . . . Nip J R 1. Audit Trail with user, date, time stamp Y throughout a I I modules, Befo re/after Va3ues, is System logs all transactions and starn ps them Important, with user, date, time and before/after values. A report can be generated to review audit history. Ou"'l" t Pf6s", `' 0144,40 h� I r'rl `e s$et"M t!, en, R 1, US -Based Asset and Work Management R T„ Asset Management t 1 Citizen Request portal (web & mobileapp) R 4, Mobile App R S. Work Management R 16, Inventory Management R 7, Capital projects R S. Reporting R" :TO nw w i fa iia 1` I Ftri►� � Rai ` R R,. Specify if proposing on -premises„ single tenant cloud, or multi -tenant cloud de&yrnent model. R 10. if proposing can -premises deployment, support virtual server environment utilizing VMWare.. R 11, indicate if web -based or web -enabled. Explain if this applies to entire application or only specific areas of functionality. R 12. last single sign -cin technologies supported R 13, RMe-based security. R 14. Field-leve'I security for rales or individuals. R 15. Briefly describe remote access capabilities and supported technologies. R 16. List mobile platforms and devices supported. 1T. Dictation for noteta king/com m e,nts in the field (speak into device for voice capture). R 18. bole -based and user -definable menus, fields and screens. R 19. Establish required field's on data entry screen's. R 20. Searchable system user help. t 21. Context sensitive system help. R 22, Audit trail with date, time, user stamp and historical value's.. R 24. All fields are searchable throughout the system, including, user -defined fieWs- I 25, All fields are reportable throughout the system, including user -defined fields - R 26. Customer definable rule-based workflow throughout the system. R 27. Briefly describe interface/integration tools and methodologies. (E.g. Application Program Interfaces, Web Services, Service Oriented Architecture, Proprietary Middleware Tools, etc.). 28. Possible key systems for interfacing/integrating: R a. SSRI ArcGIS (GIS) I b, Scala I cl, Laserfiche (Document Management), I e. On-line Citizen Portal I f. JULIE Locating I g. IPAD/ I phone Application I h. Microsoft Exchange R' awl, ElA,,tod'Aspet Ap d Work, MaoapOot, R 29. Describe degree of integration with ERI product including GIS viewing capabilities R 30. Configurable options for geodatabase interface, e.g. system of record, source for asset id assignment, etc. 1 31. Support visibility of multiple layers from Arc0S in LAM/ CMIMS, e.g. ownership, previous location, permits, etc, R 32. Bi-directional view, of information within GIS and FAM/ CMMS (e.g. view map from EAM/ CMMS, view asset history from GS), 1 33. Location management of asset by address (e.g. water meter), intersection (e.g. street sign), and GPS coordinates (e.g. Right-of-way) tied to GIS. 1 34., Map display of location and status of selected work order(s). -ro rr rr Mount prdt�pe It, - ke to INovo E���I"�I�N a����,��►Ik1�I��rr�e 1 35. Create "on the fly," work orders or service requests from a map selection (e.g. asset) in GIS. 1 3 . Print and/or export (for example, PDF format) a map with a legend, bar scale, and notes displaying work carder or asset location.. R 37. create location-based reports of assets or work orders based on geographic region or user defined areas and subjects. R 38. Group assets within a selected area via reap to create and schedule preventive maintenance. 1t' 39. Support management of both horizontal and dimensional assets for Public Works, Maintenance and Facilities including: Water, Wastewater, Streets, Right-of-Way, Fleet, Capitan Projects, Trees, Signs, Meters and Buildings.. 1 40. Access as-built diagrams (either through GIS or attachments) in the field.. R 41. Monitor asset cost history for the life of the asset including acquisition, maintenance, repairs, retirement, and disposition. R 42, Maintain asset attribute history for the life of the asset including naming conventions, location and transfers, repurchase frequency,, etc. 1 43. Track asset to a location, facility, vehicle, department or person (e,g. small and attractive assets). 1 44. Transfer an asset and alb related records and history to another person, (location, facility or equipment/asset. ft 45. Track asset activities and history for unlimited years (e.g. repairs, replacement., maintenance, upgrades; retirement, abandon-Nn-place, etc,)'. R 46. Track, and maintain location information for utifity locate work. 1 47. Condition tracking with useful life estimates by asset type, e.g. fire hydrants, pump stations, street lights, roads, etc... 1 4& Support Pipeline Asse's'sment and Certification `The VI"11 0' " O M ht "OO' or Ment Program (PACP) for sewer condition, 1 49. Support visual and video (CCTV) inspections of assets. 50, Ability to group assets within a category and area in GIS format to help schedule and coordinate preventive maintenance activities (e.g, street sweeping, grate cleaning,'Fats/Oil/Grease (FOG) control, etc.). R 51„ Preventive maintenance including scheduling, proactive part inventory reservations, procedure checklists or attachments, etc. 1 52. Lifecycle management including strategy to comply with municipal asset management standards. 1 53. Enter an asset , address, cross street or other attribute and see planned projects impacting that asset (e.g. see other utility maintenance work projects, overlays, IP), N �f"in fgirrt (ri 54. Provide a brief overview of functionality available I to support citizen requests (e.g;. citizen portal, citizen mobile application, IVH email, Call log,, etc,.), 1 55. Citizen visibility of request, status and resolution. 1 5. Internal citizen request administrative work queue. R 57. User definable service levels for citizen requests. 5R. Escalation workflow approval process for emergency and priority requests, 0k MlO 59. Allow work orders to be created and closed without assets tied to them. 60. User definable work order categories, e.g. reactive„ 1 maintenance, chargeable, etc. 1 61. Manage both internal and contractor work orders, 1 62. Copy/duplicate work order to create new.. 1 63. Support recurring work orders (e.g. catch basin inspections).. R 64. Assign time and resources at creation and during tasks on chargeable work orders.. R 65. Configurable categories, tasks, reasons, types and 1- gtrl; Thi �1M M 60 11t Pros poq 1711901,001 sub -types for work performed, m'nchudsng context. sensitive dropdowns. 66. Automaticwork larder status basad on accessing a l and mlettic completing tasks. RR 67. Work order scheduling (e.g. work crew calendar).. 6. Schedule balancing by cress or by person (e.g. load l balancing). 691. Generate a daily work list for staff based on work RR orders and assigned taskced and estimated time to complete thein. l 70. Ability to schedule closures; shut downs by date, or by date and time. 71. Detect Duplicate work larders by addresses or I location.. E 7. Predictive maintenance functionality. l 73. Abiiity to link work orders to projects. l 74 Ability to link work orders to grants (which might also be tied to projects). Briefly identify best practices approach. R 75. Contractor "management" such as work orders, percent or milestone completions, etc. N 76. Capture CNP budget information. R 77. hist all levels of reporting and technologies used. (6,g. Standard Reports—System Proprietary, Ad Hoc Reports -- Crystal Reports, etc.). indicate if embedded or "' party. R 78. Miser level security flows through to queries and reports, IFR 79, Ad hoc query and reporting tools with dritl down to source transactions based on multiple parameters i filters. RR 80. Ad-hoc query and reporting on real-tirne data. Rt' gt. Approval metric -specific reporting (e,g. work larder aging, escalations, past due approvals, etc.). ,&ftachment — IRFP IExceptions It is the intent of the Village of Mount Prospect to contract with an Enterprise Asset Management vendor. All vendor representations, whether verbal, graphical or written, will be relied on bythe Village of Mount Prospect in the evaluation of the iresponses to this Request for Proposal. This reliance on the vendor's represented expertise is, to be considered as incorporated into any, and all, formal Agreements between the parties. THESE REQUEST • " PROPOSAL THEREIF • EXCEPTIONS TERMS, CONDITIONS, CLEARLY STATED 47N THE TABLE BELOW AIN© RETURNE[3 WITIH YOUR PROPOSAL. Firm or Individual Title Telephone Email Address M Add any additional line items for exceptions as necessary and reference any explanatory attachments withiin the line item to which it refers. Attachment E — Pricing Estimate The 'V,Allage,of MOU00'rospect, EnterpOse AssetMonagement Pricing Estimates, on-?_rgmike 1. Software Licensing 2. Implementation Cost: 2a. Training and Travel Expenses 2b. Installation 2c. Data Conversion (all assets, work orders, inspections, service requests from Hansen to new system) 3. Integration Cost — Laserfiche (Document Management System) 4. Resident On-line/Mobile Portal Licensing S. Annual Cost Year One Year Two Year Three 'Total Three Years: Pricing Estimates, HQsW/5gftarSjjsjj-SepjiCC 1. Software Licensing 2. Implementation Cost: 2a. Training and Travel Expenses 2b. Installation 2c. Data Conversion (all assets, work orders, inspections, service requests from Hansen to new system) 3. Integration Cost —L mrfi Chle(Document Management System) 4. Resident On.Hne/Mobile|I IL @m| 5. Annual Cost Year One Year Two Year Three, Tots Three Years: INSURANCE PROVISIONS The proposer shaUl procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise, form or in connection with the, performance, of work hereunder by the proposer, his agents, representatives, employees or subcontractors. The, cost of such insurance shaUl be indluded in the piroposer's proposal. Minimum Scope, of Insurance, Coverage, shall be at least as broad as: Commercial General Liability for Bodily Injury and Property Damage, (occurrence, form) including, General Coverage, Broad Form Property Damage, (including, completed operations), Explosion, Collapse and Underground Hazards, Contractual Liability assumed in the, contract documents, Personal Injury Liability, Independent Contractor's protective products completed and operations liability and will n a m e, the, Village as an additional I insured. $1,000,000 combined single, limit per occurrence, for bodily injury, personal injury and property damage. Insurance Services Office form number CA 0001 as amended covering, Automobile, Liability, code, 1 "any auto"; Comprehensive Automobile, Liability for bodily injury and property damage, arising, out of owned, mon-owned, and hired vehicles. $1,00,01,01010 combined siinglle Ilimit per accident for bo&ly injury and property damage. Workers Compensation as required Iby the Labor Code of the State of Illinois and Employer's ILiabillity Insurance. Workers' Compensation and Workers' Occupational Disease. Workers' compensation limits of coverage shaUl Ibe as required Iby (law in the State of lUlinois. This shafl include coverage for all persons who the Ipiroposer may eimplloy directly or through subcontractors in carrying out the work under this contract. Workers' Compensation limits as required by the Labor Code of the State of 11finois and Employers' Liability Ilimits of $1,0010,0100, per accident. Professional Uabflity: $1,0010,0100 per occurrence/aggregate UMBRELLA EXCESS LIABILITY: Coverage shafl be as follows ..................... $2,01010,0100, over Ipirimary insurance The Village Of Mount Prospect shafl Ibe named as additional insured. Applicant rim aw"r F -1r,347 =- VILLAGE OF MOUNT PROSPECT AFFIDAVIT OF COMPLIANCE As a condition of entering, into a contract with the Village of Mount Prospect, and under oath and penalty of perjury and possible termination of contract right and debarment, the undersigned, being first duly sworn on oath, deposes and states that he or she is (sole owner, partner, joint ventured, (President, Secretary, etc..) of and has the, authority to make, all certifications required by this affidavit. X-79ROTIT (Name of Company) Non Collusion The undersigned certifies that this bid, that such bid is genuine, and not collusive, or sham, that said bidder has not colluded, conspired, connived or agreed, directly or indirectly, with any bidder or (person, to put in a sham Ibiid or to refrain from Ibidding, and has not in any imanner, directly or iindirecUy, sought by agreement or collusion, or communication or conference with any person, to fix the bid Ipriice element of this bid, or of that of any other Ibidder, or to secure any advantage against any other bidder or any person interested in the (proposed contract. Section 11 Bid Rigging and Rotating The undersigned hereby certifies that it is not barred from bidding or contracting as a iresuilt of a conviction for violations of state (laws prohibiting bid rigging or bid rotating or any similar offense of any state of the United States. Section Rl Illinois Drug Free Workplace Act The undersigned further states that provides a (Name of Company) drug free workplace pursuant to Illinois Statues, 30 1 LCS 580/1, et seq and provides compliance with necessary requirements. MMM M, Tax Paymen The undersigned further states that (Name of Company) delinquent in payment of any taxes to the, Illinois Department of Revenue, in accordance, with Illinois Compiled Statues, 65 ILLS 5/11-42.1. The, uncleirsigined understands that making a false statement regarding delinquency in taxes is a Class A Misclemeanor and, in addition voids the contract and aflows the municipality to recover 411 amounts paid to the individual or entity unclear the contract in civil action. It is expressly understood the foregoing statements and representations and promises are made as a condition to the right of the bidder to receive payment under any award made under the terms and provisions of this Ibiid. The undersigned certifies that all the information contained in the Affidavit is true and correct. Signed by: (Name) (Title) Subscribed and sworn to before me this AD. 0 (Notary (Public), RM day of 20_, VILLAGE OF MOUNT PROSPECT INDEMNITY HOLD HARMLESS AGREEMENT To the fullest extent permitted by law, the, Contractor hereby agrees to defend, indemnify and hold harmless the, Village of Mount Prospect, its Board of Trustees, officers, agents and employees from any and all liability, losses or damages the, Village, may suffer as a result of claims, demands, suits, actions or proceedings of any kind or nature in any way resulting, from or arising, out of any action on the part of the Contractor or any Subcontractor. The, Contractor shall, at its own expense; appear, defend and pay all charges of attorneys and all costs and other expenses arising, therefrom or incurred in connection therewith, and, if any judgment shall be, rendered against the, Village of Mount Prospect, its Board of Trustees, officers, agents and employees, in any such action, the, contractor shall, at its own expense,, satisfy and discharge the same,. This indemnification does not apply to liability caused by the Village's own negligence. The Contractor expressly understands and agrees that any insuiraince Ipolliciies required by this contract, or otherwise provided by the Contractor, sh4lll in no way limit the responsibility to indemnify, keep and save harmless and defend the Vfflage of Mount (Prospect, its Board of Trustees, officers, agents and emplloyees as herein provided. CONTRACTOR: 0 E Cart6graphi- c 09=�� n 11 CoverLetter ................. ................. ..w..................................... ....................... ....,,.................3 Lbs ►. Qualifications and • • AttachmentA........................W.,.,...................................,.....,,.,...............,.......,..,.........7 Customer References .........................................».,.,,,.,.................................,...................11 AttachmentB..................,.....m....................................,...............................,.....,............11 o AttachmentD.............................................................................................................5' 60 AttachmentAffi�avit of s , LL-,rIeTrextatiojt Process.... , . lene-EtatioTI Scorce. Work, - MWZIEE��� Nust 13, 2018 Kristina Jakupovic 1700 W Central Rd. lAlunt PrUsUeol, 11, �QQ5 Ms. Jakupovic and Selection Committee, Cartegraph is pleased to submit for your consideration our response to your Enterprise Asset Management Software RFP, Based on the conversations we have had to date and a thorough review of your RFP, R is clear to, Cartegraph that the Village is looking to make significant change to improve their overall operations, Upgrading to the current EAM and citizen engagement tools in order to effectively manage all of its assets, work, and related operations within, Public Worrks Utilities (water, sewer, storm wateir)�, Buildings, Forest�ryl/Grounds and Engineering divisions within the Village of Mount Prospect require an enterprise, user- friendly system with a track record of success. This is of utmost importance in, order to, maintain public safety, citizen satisfaction, and efficiently connect people to the community. The need's of the Village align with Ca,rtegrah and our mission to help local government move into a world of high-performane government. This transition is bigger than software, Cartegraphl provides high-performance coaching that helps build culture that creates effective teams. , Jeams that develop efficient processes that produce measurable, actionable results, We have a commitment to supporting all aspects Of Our projects. We develop the solution, we implement the solution, and we provide first-class, on-going support. We devote ourselves to people like those within the Village of Mount Prospect who are committed to becoming more effective, more efficient, and more productive for the benefit of your residents. It, all starts with a mind shift and a desire to be better tomorrow than you are today. Issuing this RFP shows that the Village has made this step and is ready to invest in the future. Cartegraph Operations Management System (OMS,) is at the heart of our offering. This modern, web -based system integrates requests, work managernent, asset management, analytics, and reporting into an enterprise -wide solution that is accessible Brom a desktop, laptop, or mobile device. By replacing disparate and outdated systems with an FAM like Cartegraph, OMS, the Village will gain visibility, on every aspect of its operatiions. Featuring a proiductized, bi- directional, real-time integration with the ArcGIS platform and SeeClickFix, Cartegraph OMS will serve as the single connection point for the Village's systems and data. Although known for our technology and, support, Cartegraph believes that software alone iisn't enough to help you accomplish your goals, The solution lies in, your people, your processes, and how you use the product to achieve superior results, Through a combination of coaching, consulting, and state-of-the-art software, Cartegraph will work with the Village of Mount Prospect to achieve the goals outlined in the RFP and those that we will jointly discover during the Needs Analysis phase, Damon Seys will serve as your primary contact moving forward, If you have any questions or feedback concerning, this response, please feel free to contact him at his mobile number at (309) 269-7397 or darnonseys@cartegraph,corn, On, behalf of my entire organization, thank you for considering Cartegraph. Sincerely, --7 Mitch Bradley, SVP of S an eting 563-557-5299 Direct; 925-577-8236 Cell 563 556. 149 Fax 3 Cart6graph E NIPPON 111111111111111 1111111 Company Rame: Cartegraph Systems LILC Established: March 11, 11994 Company Address: 36010 Digital Drive City/StatelZip: Dubuque, 03 Employees: 102 Couintry- United States Company Struicture: Delaware Corporation Federal ID Number: 42-141955i3 Telephone. (800 88-2656 Fax #: (563) 556-8,149 Web address: www.Carte,giraph.com We Are Cartegraph Cartegraph provides an operations management solution to help you improve productivity and align more closely with the needs of the Village, The experienced, process -driven implementation and support team delivers asset management software that improves efficiency, We create simple, innovative technology that helps, organizations save tirne and money,. and we've been doing it for more than, 23 years, In that time, we've pro idly built and maintained a reputation as a thought leader and an innovator in the industry. Cartegraph, Vision: Revolutionize Operations Cartegraph Mission: Cartegraph is in the busirress of building high-performance government, We devote ourselves to people in government operations committed to being more effective, more, efficient, and more productive for the benefit of their citizens. Our software ernpowers users to capture data, analyze it, and prepare for the future, Through a combination of coaching, conSUlfing, and state-of-the-art software, Cartegraph will work with the Village to become more effective, more efficient, andmore productive in its, daily operations, The partnership between the Village and Cartegraph centers on the use of Cartegraph's Operations Management system, (OMS), This modern, web -based system integrates request, work, advanced asset, and resource management into one centralized systern—acciessible from a desktop, laptop, or mobile device, Carlegraph OMS is built to support every network asset the Village is responsible for, Featuring a bi- directional real-time sync with the ArcGIS platform, Cartegraph OMS wiH serve as the single connection point for the Village's systems and data, inciuding: customer service reqUests, work and asset management, materials and resource management and capital planning. A partnership with Cartegraph is more than a, software purchase, It's the start of a new way to do bus,iness, Cartegraph's approach, is rooted in the people and processes that will help the Village operate morp. effectively, more efficiently, and more prccluctiveIly. By partnering with Cartegraph, the Village will enter a relationship with a team of Business Development Managers, Account Managers, and Customer Success Managers...all experienced in engineering, public administration, arid, business management. They are supported by Services and Support staff with decades of bus,in:ess, public works, organ iizatio na I management, and IT experience. Cairtegraph's headquarters is located in Dubuque, Iowa, The administration, development, marketing, technical support, and the majority of the services team, are located in the DubuqUe office. Financial Stability Cartegraph is a privately -held, locally -owned Delaware corporation, Pamlico Capital, is the majority shareholder, The company is financially stable and has sufficient credit facilities in place. As a privately -held company, Cartegraph wishes to keep our financial information confidential at this stage in the process. 4 Cartograph RzM3MUzMMg= ;p!111 F+ � I 1 !1111 1i z A i I �'.. P L - Government entities can finance the use of their Operations Management System (OMS) software through an agreement between Cartegraph and U.S. Bank. The strategic agreement aims to help states, municipalities, and llocall governments overcome budget challenges and acquire the essential software they need to manage their assets, deploy resources effectively, and spend money smarter. Please call (800) 253-3468 or visit www,usban k.comigovlea sing for more information on financing Cartegraph Operations Management System software through U.S, Bank, Product Of and Services Cartegraph provildes multiple level's of product offerings. Throughout the process we work with you to determine the most efficient and effective use of Cartegraph's wide -range of solutions. Cartegiraph's Operations Management System (OMS) brings, work and asset management into one system. The following reflects the various configurations of our Operations Management System (OMS) and service offerings. 4 MY AN " � i #71elly'. 5 �7�rF, 1 ..... . . . . . . � 0- � " � 7/1 1711' WWI W. No. ME 1135, RIM ffffiri. mzji / License for All Asset Domains License by Asset Domain License by Asset Domain, ands Templates Categories Categories 1 --11 -- . -- . . . ...... . ..... . . ....... . ... Work, Asset, Requests and Work, Asset, Requests and Work, Asset, Requests and Resource Management Resource Management Resource Managernent . . . ........... . . ..... Field Workforce Solution: CG - --- - -----......... Field Workforce Solution-. CG for . . . ........ Field Workforce Solution: CG for iPad and Cartegraph One !Pad and Cartegraph One for iPa,d and Cartegraph One . ....... . ... ..... .... - - ---- ---- Vehicles and Equipment . ...... . .. -- — -------------- Vehicles and Equipment ............. Vehicles and Equipment Maintenance (VRR) Maintenance (VRR) Maintenance (VRR) Access to both DomaJns & Domains: Transportation, Water, Assets: ADA Ramps, Athletic Assets listed in the Platform Sewer, Storm, Parks & Rec, Space, Bench, Bridge, by Domain and the Platform Facilities, Flood Control, Signals, Generators, Facility, Lighting, by Asset columns, Treatment Facilities, and Fence, Fire Protection, Flood WalkabHity. Protection, Guardrails, HVAC, Landscape Area, Levee, Light Fixture, Marking, Park, Park Amenity, Park Structure, Pavement, Parking Lot, Playground, Playground Equipment, Plumbing, Preemption,, Pump Station, Roofing, Sewer Mains, Manholes, Cleanouts, Laterals, Pumps, Sidewalks, Signs, Signals, Storm Manholes, Pipes, Inlets, Outlets, Basins, Channels, Culverts, Facilities, Pumps, Supports, Trees, Water Facilities, Hydrants, Valves, Mains, Meters, Laterals, Pumps, Storage Tanks, and . ......... ..... . ............. . ................ . . ........... ......... . .. . .... .. ............ . . . .............. . ...... .... . ............ .... . . ... . ........ - ---- ----- . .... .... ... - ------- --- - - more. 5 Cart e"'graph wwg;E, Advanced Work Scenario Builder, Capital Improvement Planning, Budget Forecasting . . .................... Advanced Assets Asset Preventative Maintenance, Advanced Inspections, and Asset Condition Manager Advanced Resources Advanced MIaiterial Management Inventory Management -- — --------- ... . .......... .. SeeCIjckFix Requests Comprehensive Citizens Request Mainagernent .... .. . . . ............ . . .................... . . . Advanced Users Asset Builder, API/SDK .......... — . . ........ . ........ . . . .. . ............... ..... . Offline with, Cartegraph for iPad Offline capability in remote areas I— . .. ........... . ... ......... ..... ....... .......... . --- .......... — ------ . . . . ........ . .. ....... ... ZSME93= The Cartegraph OS platform can support an unlimited number of s,imultaneous named users. For a Village with a large ori -premise deployment, additional server capacity may need to be considered to maintain peak performance when scalling to very large number of users. If the solution is, hosted in the Cartegraph Cloud, server capacity is less of a concern to the Village since the infrastructure and scaling needs are handled by Cartegraph. Cartegraph software is licensed based a subscription modell and named user logins. A named user is defined as an employee or contractor, working for the Village, that must have their or unique identity (user/password) to access the system. A named user can access all licensed dornains and functionality within the system and does not get counted as an additional license for use in the field. Named users can access the OMS web application, Cartegraph for iPad applicationi, or both with the same user license. 6 Cartd"'graph UUM1717MIM-1 Company Rame and Address Contact Person: Name and Title LPhioine, EmaH, Web;site Year -Founded,- Private vs. Public Revenue and Income: Currest aid Prior Ye�zj Nearest regional office to the Village of Mount Prospect �IFOWRWU Name of Proposed Solutions .... . ......... . . ..... . . ................. . - . . . .......... . . Core Competency of Proposed Solution Target Industry Focus . .. . ............. ...... ...... . ......... ... . Brief Solution History/G:enealogy Cairtegraiph Systems LLC Damon Seys, Business Development Manager MoWe (309) 269-7397, www.cartgrapom 1994, Private ....... . .. .. . ......... Should Cartegraph be chosen as m. a finalist, we will be happy to work with, your organization to provide any additional financial information dlesiired, ................ . . Dubuque, Iowa U93 Cartegraph Operations Management System OVIS tracks daily operations and maintenance of infrastructure assets including where they are at, what condition, they are in, and how much they cost along with related requests and work management. ... .... ... ... City, Village, County organ,izatiions Cartegraph Systems, Inc. was founded in 1994. The legacy software application, Navigator, was developed as a fat client, commercial off-the-shelf (COTS) application. This computerized maintenance management system (CM'MS) allowed covernment entities to manaae assets across N .._.......... ... . _.. w_ - _ .. _ ...... . departments and facilities, as well as schedule preventative maintenance. The Navigator application had direct ties into GIS to allow respective departments to manage their operations and asset data through Navigator and have that information automatically update the E RI GIS database. art ,graph"s GI connect was a bi-directional read-write integration tool to integrate Cartegraph with an ERI database, The more data each department manages in Navigator, the more accurate and up-to-date data in GIS was. arfegraph's products supported web services if needed„ but with standard integration tools with E RI, most map viewing and/or creation was done as a byproduct of two systems being integrated, Cartegraph OMS replaced the legacy Navigator product in 2012, 9,01 pmil! ! J T�ff�flffm W. I)Jillim Ij Total 265+ "Total US m..�... 265+ +� Total US Cities of Similar Size and Scope to -�.� .... 3O+ the Village of Fount Pleasant y,.A„_....._,_ ......... .................. ....,......,..........,..,... .. Provide Sample List of Village Customers .....,....... . Village of Bensenville Village of Buffalo Grove Village of Men Ellyn Village of Lake in the Hillis "pillage of Lansing 'pillage of Lombard'. Village of Mount Horeb Village of Romeoville Village of Tinley Parr Village of West Dundee Direct„ Implementation Partner, Value Added Direct Reseller (Direct its preferred • Typical Implementation Duration for Core �.. 6-12 months, depending upon integrations, Functionality (6, 12', 18 months... availability of Village staff„ etc. Support Mod'eli— VAR„ Direct, (-tours, etc. Customer Support Is Direct. General phone support is Monday -Friday 7:00 a.m. -- 7.00 p.m. CST. Technical support currently provides a 93% live call (puck up) rate. There are typically three individuals on the support phone lines at any one time. A Dubuque -based support representative answers most telephone support calls immediately. The Technical S-upport Team also has access to a 40 0 ; 0 «r . ... ..... ......... supports �. M.,._.. .. ...rs� _.,,, o . ng team of software engineers to assist wuth escalated technical issues.. Customers on active maintenance/ subscription contracts (receive unlimited toll-free support 'via phone, fax or e -mall for technical issues relating to the use of the licensed software.. A web -based system is used for issue/case tracking and call) management, Customers on active uraintenanced subscription contracts receive unlimited toll-free support via phone, five -chat„ or e- mail for technical issues relating to the use of the licensed software. 1F1AVW,M)#Mj1 1�� Brief description of ( as ) l Application Cartegraph works closely with your organization to (Hosting models available determine the most cost-effective and efficient way to deploy your software. To best meet the need's of an organization of any size, Cartegraph supports both cloud -based and client -hosted (on premise) deployments. 1. On Premise (clllelnt-hosted), Cartegraph installs OMS on your hardware within your 1T environment, Cartegraph staff works closely With You and, your 1T staff to deploy the system securely. Your Villlage will then have full control of managing the system within their own environment. (Hosted (Cloud based) Cartegraph will take care of everything for you in our secure„ hosted environment. Database, administration, and maintenance of your system are all managed by Cartegraph to make sure your system is always lap -to -date and running smoothly. artegraph also provides a backup service. Describe your policy towards data ownership Cartegraph uses Amazon Web Services (AWS), the .. and transferability frori your Saa ihosted top data center infrastructure in the nation, to hast solution to your on -premise solution or to a"'' its clloud products. The AWS cloud infrastructure is party. among the most (flexible and secure cloud computing environments available. It provides a reliable and scalable platform that enables you to deploy appiications quickly andsecurely. It's also designed for high-density cloud computing environments. All data is encrypted and de -duplicated between the user and the data center through multiple distribution paths to ensure reliable, uninterrupted access 24 houlrs a; day„ seven days a week, 365 days a year. (Server maintenance is performed at regular intervals during commercially -reasonable time's. Customers experience limited or no server connectivity while these events occur.) 40 0 ; 0 «r Village of Mount Prospect . �� Location of Prostin site(s), mirrored sites. Are Central .and East Re . these your sites, or 3rd party? If 310 party, who is the organization? FRI Current version and release date for your Spring 20,1 Proposed Solutions •Anticipated date and version number for next Surnmer 2018 release ......._ a..mm... Version proposed for implementation Summer 201 p versions supported I Current and . prior twuv. Dumber of .... ............ ......., prior versi p o versions 0 Describe major and minor release schedules Cartegraph typically releases 2-3 software rellease:s per year that contain upgrades, new features, and other enhancements, If an issue is determined to be a software defect.„ and it fallls outside the standard release cycle, Cartegraph will issue a "hot fl", if theVillage has an on premise iunstallll on CM„ they are notified when hotfixes and)or new releases are made available. Cartegraph will work with the Village to schedule a time to apply the fix. 10 Village of Mount Prospect Customer References Attachment B Provide at least three references, that are similar in size and requirements to the Village of Mount Prospect, and that have implemented your software in the past five years. Reference sites should be fully implemented and live on the current version of the software. MEN / 1 /// /i I i J 1111111/II/J Concurrent Users. 0 famed Users: 80 ------- - . ... . ... . .. . ............... ........ ....... ... ......_......_._m...... .. Contact NametTitle: Mike Skib�be, Deputy Publ'ic (847) 459-2533 Works Director - — - .--------w-------- .. . ....... ............... ...... . . ... Modules I Functionality Installed: OMS Enterprise (Transportation, Water, Wastewater, Storm, Facilities, Forestry, Fleet, work Management, Requests) + Advanced Assets and Advanced Requests, . .......... . ... . . ........... ­­­ ......... ................... .. ..... Go -Live Date: May 2015 . . . ....... . ... .... ... . Other Comments: 2018 High -Performance Government Award .......... .... . .......... . ........... . ........ . . ... . . . .............................. Other Comments: Using Cartegraph, and ArcGIS to build data with integrity. https.1/www.cartegraphcom/`campus/?mi,ode=learn&view=custoimer- storie:s&seairchi=:&filter=customer-stor�ies&entiry=buildingi-data-with-initegrity-the-city-of-maple- g rove Cartlb"graph Iey Requirements Attachment C This following table contains the Enterprise Asset Management system requirements. This is not a comprehensive list of all of the Village of Mount Prospect's EAI' / CMMS requirements, but includes the key requirements that will be used to evaluate the proposals and will: be incorporated into the signed contracts. For each line item a ranking has been provided indicating the importance to the Village of Mount Prospect, Rankings, used are R for Required, I for Important, or N for Nice to Have and E for Explore. Software applications that are missing a significant number of required features and technology preferences may be eliminated from consideration. Vendors rnUSt Provide a rating and a comment for every line item. If the requirement does not pertain to the proposal being submitted, enter "N/A". Thee comment should include a )brief explanation of how the item us supported. Please do not modify the format, font, numbering, etc. of this form. If a submitted RFP includes blank responses the document may be eliminated from consideration, Apply the following rating system to each line item requirement: . .......... ..... ... - --------- Y Fully supported by the current release of the software. .. . ............ - - -------- -- . .. .. ........ . ....... . ... - 3P Supported with third party software (i.e, software not directly owned or controlled by the vendor submitting the proposal), - - - - -------- - --- - ------ C Customization is required to meet the requirement (e.g. changes to the underlying code must be made, a report must be specifically developed for the customer, tables have to be created or modified, etc,). Causes extra coding or upgrade work in, order to implement new versions, or upgrades, . .. . .... . ....... . ....... ... ...... F Future functionality: Supported in the next release of the software (or releases) within the next I - 2 years. - - - - ------------- - -------- N Not supported. ........... .. . ............. . ... - - ------------- - Sample Response Format; Please use the format below when completing your response. R �Audit Trail with user, date, time stamp throughout all modules. Before/after values is important. 01 System logs all transactions and stamps them with, User, date time and beforela,fter values. A report cairn be generated to review audit history. li" E lim 0 R 1. CIS -Based Asset and Work Management Y OMS tracks daily operations and maintenance of transportation assets andl utid'iities including request andl work costs. The system is accessible to, field staff as well as office staff. R . . . ............ 2, Asset Ma,niagement Y Asset management functionality provides the capability to track any type of asset including signs, signals, pavement segments, water hydrants, sewer mains, storm pipes, fleet, facilities, and many more, Asset applications include asset -specific fields and functionality, The Signs application, for example, includes a MUTCD library with codes, descriptions, background colors, legend colors, and default images. Ali asset applications also integrate with, Cartegraph's work management functionality to associate work activities, costs, and resources,. 1 3. Citizen Request Portall (web & mobile app) . ........ . .. ... Y SeeClickFix is an integration partner that connects local neighborhoods with government services. This engagement has, both a tangible and emotional effect—improving infrastructure, increasing understanding, and building trust. At its core, SeeCIIIiickFix Requests is a robust routing system built on top of a public platform — allowing for complex routing based on location and issue type. Citizens, submit requests via SeeClickFix mobile apps and website tools. Village call takers enter phone calls, drop -ins, emails, and tweets into the SeeClickFix as well. These requests are routed to lim the right person with the right information, either manually or automatically based on location and request type. Unlike the option aI'SeeClickFix, Cartegiraph can accept requests from multiple sources, and can intake both internal and external requests. There are several ways to enter a request. Requesters can submit requests online or via a, smartphone (Apple or Android) application. All incoming requests get funneled (or routed) to the request section of OMS, Staff can review the requests, assign work to them, and the request can be tracked through completion, t Mobile App Y A worker in the field can, use not only a tablet or laptop, Ibut smartphone devices to improve efficiency each day. Use an iPad, for examplle, to generate an optimized task list route based on the number of tasks. A user could also use an iPad to vet requests, create tasks for the affected asset, and assign tasks from the field. A field worker couil'd also use a simartphone to collect assets, complete work, and loge resources. As work is completed, the impact is immediat6ly represented in asset condition and remaining life. Cartegraph One functionality is available for either an Apple or Android Smartphone devices. R 5. Work Management Y Work managernent functionality provides the capability to create both asset - specific and non -asset tasks. Cost accounting information, including labor, equipment, material, and other costs are applied at the task level to capture the true costs of work. Tasks can stand alone or be grouped into work orders for roll -LIP information, including total cost and time to complete. . . .. . ........ . R 6. Inventory Management Y ... Resource irnanagement functionality__ 14 Cart 66 "raph 15 Cart4graphi allows you to manage labor, equipment, materials, and vendor information. Track attribute, rate, and historical information for each. Apply these resources to your work activities for accurate cost accounting. You can specify the inventory method as LIFO, FIFO, least expensive, or most expensive, Advanced Resources enhances our existing material management allowing for tracking materials at multiple locations, including mobile warehouses. It also includes ordering functionality. R 7, Capital Projects y Capital Projects can be tracked, scheduled, and analyzed in a work order. Scenario Builder forecasts future capital projects for a time frame, budget, or by condition target, R 8. Reporting Y The system comes with 35 unique, standard reports. In addition,, there is one Asset Summary report per asset type. Generate complex, ad-hoc reports, using i report functionality without leavingi the Cartegraph OMS application, Address your more complex reporting needs by using functionality such as mathematical functions, conditional logic, and cross tabulation. Report on any field in the system, including user -defined fields. Add charts, bar codes, and even attachments to a report. R 8, Specify if proposing on -premises, y single tenant cloud, or multi -tenant Cartegraph supports both cloud -based cloud deploymientmodel. and client -hosted (on premise) deployments but is recommending a hosted deployment. R M If proposing on -premises deployment, y support virtual server environment Cartegraph does support virtual server uti:l'i,zing! VMVVare. environments using VMWare but is recommending a hosted deployment. 15 Cart4graphi E wM R 11 Indicate if web -based or web -enabled Y Explaiin if this applies to entire application Cartegraph"s web -based Operations I or only specific areas of functionality. Management System (OMS) provides a configured experience for each type of user. Most screens have a ma'p. The presentation of each screen has a consistent design throughout the entire system. End users have a single user - interface, and with a single click, can navigate between requests, assets, work, and reporting. OMS is useful for director level, supervisory roles, call takers, and workers in the field. The entire OMS application is web -based. R 12. List single sign -on technologies supported Y Cartegraph supports signing in through ArcGIS online identity. If the customer uses Arc,GIS logins, ArcGIS doe support ActiveDirectory, Therefore, OWS will allow you to login with an Active Directory user, R 13. Role -based security. ..... . ............. Y Role Administration functionality allows an administrator to create security roles, or a group of users with the access to the same Cartegraph functionality. Cartegraph comes with three Default User Roles — Administrator, Internal, Request User, and User. Organizations have the ability to create additional user roles based on their needs. R 14. Field -level security for roles or individuals, Y Cartegraph provides a username password authentication to provide user access based on an individual user profile. An individual with Cartegiraph Administrator privileges can control the data each user can create, update, and delete. An administrator can also control access of certain data per user or groups. For example, a user may require the ability to add or edit a Sign record but not the ability to ...... "J delete ability to delete a Sign record, ........ can also control access UN 11 MA ........................ to exporting, reportinig, and screen assignments, R 15. Briefly describe remote access capabilities Y and supported technologies. OMS is a web -based system, and remote access is available with an internet connection. If an internet connection is not available, an optional capability is ava0able to use an Apple Pad in offline mode. A user can view, complete, and create new tasks and also enter labor, equipment, materials, and other resources—and yet complete asset inspections, All work data is recorded and will be updated and saved in Cartegraph once users are back online. R 16. List mobile platforms and devices ........... Y supported. As part of the core Cartegiraph OMS system, native applications are provided on iOS and Android platforms. Devices supported include Windows laptops and tablets and iOS Pads. N 17. Dictation for notetaking/comments in the Y field (speak into device for voice Using the microphone of the device, capture), dictation information is entered into text fields. R M Role -based and user -definable menus, .. . ............ Y fields and screens, Role -based formsYlayout screens and: user defined fields, can be created, Record filters can be set up for roles so they only see information that is relevant to the role. R 19. Establish required fields on data entry Y screens, An administrator can set a field so that it is required. R M Searchable system user help', Y The online help system, available 24 x 7, has a topic index that is searchable by keyword, 1 21. Context sensitive system help. Y A user can perform a cointest-sensitive search within each help topic. Searching is also available across the help systern via an index search,. ......... . ....................... MA R 22. Audit trail with date, time, user starnp and Y historical values. The system logs all transactions and stamips them with user, date, time and before/after values, A report can be generated to review audit history. 18 Los= ",Of, The VIII`iol�glerel 0 ,rte; "004 1 4ili 1 *0"f fey --Re quirem, R 23. Document and photo attachment Y throughout system. Attachments can be uploaded or linked, More than one file can be attached to any record or inspection. Supported file types: 0 Pictures: (,gif, )pg, jpeg, png) 0 HTML: (.html, htmi) 0 Video (,wma, mov, . mpeg) 0 Adobe PDF files (.PDF) 0 Documents (,doc, docx) 0 Excel (,xls, xIsx) 0 Drawing (,dwg) R 24, All fields are searchable throughout the Y system, including user -defined fields. All fields are searchable in the system displaying information on screen or in reports, 1 25. All' fields are reportable throughout the . . . . ............ Y system, including user -defined fields. This is standard, out-of-the-box functionality, R 26. Customer definable rule-based workflow Y throughout the system. Automation capabilities and user defined workflow capabilities exist within the system; however, customization of the core system interface is not supported at this time. Items such as the fields shown, or order of fields shown in the core components of the system are configurable R 27, Briefly describe interface/integration tools Y and methodologies. (e.g. Application Cartegraph provides several options Program Inter -faces, Web Services, Service for integration. We believe integrations Oriented Architecture, Proprietary or interfaces between specialized Middleware Tools, etc.)'. 18 Los= 19 CartOgraph systems provide the best overall solution to your organizational needs. As such, we've created multiple key framework -level elements of our software to support integration across a wide spectrum of third -party software and technology. First, with Cartegraph's Advanced User extension, we provide access to our RESTful API. Your software engineers can use this API to integrate with any third -party system that provides an API or other mechanism for integrationIf your staff doesn't include software engineers, Cartegraph can provide integration services. Not all legacy software solutions provide API support, To address this, Cartegraph also offers standard import/export functionality, which can read data from any comma, delimited file or via the Open Database Connectivity (ODC) standard. Import/Exports can be run manually or on an automated basis to support a wide variety of integration, These automated data transfers often meet and exceed our clients' need for data integration. The list of integration with Cartegraph includes the following: 311,'911, AVL, billing, CCTV,, CRM, financial, GIS, inspection,, inventory, labor rate, reflectometer, safety, SCALA„ water, and Fleet, 28, Possible key systems for Y interfa ci ng/i,n teg rating, GIS, financial, CCTV, SCADA, fuel systems, and inventory are some of the typical key systems we integrate with. R a. IESRI ArcGIS (GIS) y Cartegraph, and Esri work seamlessly together, combining your organization's existing GIS web maps and asset inventories with rich operations and asset management functionality designed especially for . .......................... the needs of local government. If you 19 CartOgraph C) Cart ► rap have data in one system, but not the other, the integration will fill in your missing pieces. Because Cartegraph and Esrn have an aligned partnership', every Cartegraph user is connected to the ArcGI platform through an ArcGIS identity, This creates an 'efficient and s'earnless way for users to experience the full' capabilities of two platforms working together. I b. Scada Cartegraph has integrated with Wonderware and CSF SCADA applications. llntegratnon points typically include alarm and usage data, which can trigger work requests or tasks within S.. t' d. Laserfnche (Document Management) The attachment area in OMS are typically used to hyperlink to documents in other systems, l e. Cin -Mine Citizen Portal Y Cartegraph has an exclusive partnership with SeeC;lnckFnx. Using their smartphone or computer„ a resident can use SeeClickFix to find information on community services and events or instantly notify Villl',age staff of no'n-emergency issues such as ......W potholes or graffiti. 1 f. ,JULIE Locating _........_ " Cartegraph has integrated with JULIE, blue stake„ and other "call before YOU dig„ programs. I g, IPAD/ I phone Application Y Cartegraph provides options for mobile access. Field staff can use devices such as a Windows laptop or tablet to experience the full, desktop interface. Devices such as an Apple Pad, an Phone, or Android device can be used to take advantage of a worker -focused mobile interface. When using a device with, GPS C) Cart ► rap Village of Mount Prospect 1 Cart6graph capabilities users can identify their current location on the map and leverage that information to accomplish tasks such as creating assets or identifying nearby work. I h, Microsoft Exchange Integration directly, with Microsoft Exchange or Office 365' is beingi considered for future development. "without direct integration,. Cartegraph is still able to initiate email sends in its current state. R 29. Describe degree of integration with ESI N °y products including GIS viewing capabilities Cartegraph and Esri work seamlessly together, combining your organization's existing GIS web maps and asset inventories with rich operations and asset management functionality designed especiallly for the needs of local government. OMS works in tandem with ArcGIS Inline, ArcGIS for Server, and Portal.. The CIS integration links your ArcGIS data to your Cartegraph data, enabling field users' to capture information in one system and simultaneously update the other, If you have data in one system, but not the other, the integration will fill in your mussing pie'ce's. Cartegraph feature's include: i Web maps with operational layers r Measure tool 0 Selection tools • s'pati'al analysis • Routing Carteglraph leverages the features of the entire ArcGIS platform including creation of internal and external web maps, shared public content, advanced anally isd and much more. R 30, Configurable options for geodatabase Y interface, e.g.. system of record, source for Ceodatabase would be the system of asset i,d assignment, etc. record and source for the asset IID. if data existed in OMS, but; not the 1 Cart6graph mmmmrswfimi�, � 1 31. Support visibility of multiple layers from ArcGIS in EAM/ CMIVIS, e.g. ownership, previous location,, permits, etc. (or OMS would be the system of record and source for the ID)l. Y Published GI'S base maps or web maps can be viewed in OMS. R 32. Bi-directional view of information within GIS Y and EAl" / CIVIMS (e.gi. view map from The integration can be one-way or bi- EAM/ CMMS, view asset history from directional. (Records can be viewed, G I S), added, edited, and deleted depending on security rights. 1 31 Location management of asset by address Y (e.gi, water meter), intersection (e.g. street Assets can be located by all sign),, and GPS coordinates (e.g. Right -of- mentioned. way) tied to GIS. . . ......... . 1 34. Map display of location and status of selected Y work order(s), Standard OMS functionality. 35, Create "on the fly" work orders or service requests from a map selection (e.g, asset�) in GIS. 0:6,. Print anid/or export (for ex�a�mipllie, PDF format) a map with a legend, bar scale, and notes displaying work order or asset location. 37. Create location -based reports of assets or work orders based on geographic region or user defined areas and subjects, 39. Support management of both honzontal and dimensional assets for Public Works, Maintenance and Faciil'ities, including: Water, Wastewater, Streets, Right -of -Way, Fleet, Capital, Projects, Trees, Signs,, Meters ai,nd BUildincis. Y Create work orders, from a map selection polygon, radial distance, linear offset,, polygon offset, or by spatial analysis. Y Print map function with information for requests, work, and assets, Y Create location -based reports, views, or in a dashboard. III Standard OMS functionality or use Preventative Maintenance functionality schedule work by firrie, usage, arid/or condition. Y OMS supports horizontal, dimensional, and vertical assets. W E W 4l]. access as -built diagrams (either through GIS Y or attachments) in the field. Attachments can be uploaded or linked. More than one file can be attached to any record or inspection. Supported file types: o Pictures: (,gif, jpg,.jpeg, png) 0 HTML: (.htrnl_htm) 0 Video (.wma, mov, mpegi) * Adobe PDF files (.PDF) 0 Documents (,doc, docx) 0 Excel (.xls,, xlsx) 0 Drawing (.ding) R 41. Monitor asset cost history for the life of the Y asset including acquisition, maintenance, Standard OMS functionality repairs, retirement, and disposition, R 42. Maintain asset attribute history for the life of the Y asset including naming conventions, location Standard OMS functionality and transfers, repurchase frequency, etc, 1 43, Track asset to a location,, facility, vehicle, ..... . . . . ................ Y dlepartment or person (eg, small and Standard OMS functionality attractive assets). 1 44, Transfer an asset and all related records and Y history to another person, location, facility or Exchange asset functionality for equ ipmenit/asset. container assets or reassignment for non -container assets. , R 45. Track asset activities and history for unlimited ..... ..... I Y years (e.g. repairs, replacement, maintenance, Standard OMS functionality upgrades, retirement, abandon -in-place, etc.). .. . . . ... . . . ......... . ..... R 46. Track and maintain location information for Y utility locate work. . . ..M........ ... Standard OMS functionality 47, Condition tracking) with useful life estimates by Y asset type, e.g, fire hiydra,nts, pump stations, Standard OMS functionality street flghts, roads, etc, 48, Support Pipeline Assessment and Certification Y CCTV inspection and ratings are supported. W 24 Cart6graph, CCTV video is linked in the attachment area of the mnspection. R 50. Ability to group assets within a category and I Y area in GIS format to help schedule and Use standard OMS functionality or coordinate preventive maintenance activities use Preventative Maintenance (e.g. street sweeping, grate cleaning, functionality to schedule work by time, Fats/Ofl/Grease (FOG) control, etc,). usage, and/or cond�ition. R 51, Preventive maintenance including scheduling, Y proactive part inventory reservations, Preventative Maintenance scheduling procedure checklists or attachments, etc. by area, category, condition, time, or usage. Procedure, checklists can be included. Attachments can include checklists, manual, etc. F We do not reserve parts today but is, something planned for the future. 1 52. Lifecycle management including strategy to Y comply with municipal asset management Asset condition manager provides standards, strategy for life cycle managernent with condition, minimum condition,, pre,dliction curves, and impacts. 1 53. Enter an asset #, address, cross street or other Y attribute and see planned projects impacting Standard OMS functionality, that asset (e,g, see other utility maintenance work projects, overlays, GIP), 0 54. Provide a brief overview of functionality, Y available to support citizen requests (e.g. SeeClickFix connects local citizen portal, citizen mobile application, IVR, neighborhoods with government email, call log, etc.), services. This engagement has both, a tangible and emotional effect— improving infrastructure, increasing understanding, and building trust. At its core, SeeClickFix Requests is a robust routing system built on top of a public platform, — allowing for complex routing based on location and issue type, In addition, administrative tools give service organizations an integrated platform for service request collection and . . ... . . ......... work management. ISI 1 55. Citizen visibility of request, status and Y resolution. Citizens can view recently opened, acknowledgedand cbsed issuies on a map. "hos helps to reduce duplicate issues, increase citizen awareness of 24 Cart6graph, Village of Mount Prospect 25 Cartd"graph work being performed, by your Village, and enables the Village of Mount Prospect to better manage citizen expectations, 1 56. Internal citizen request administrative work Y queue, Citizens submit requests via SeeClickF1x mobile apps and website tools. Village call taikers enter phone calls, drop -ins, emails, and tweets into the SeeCHckFjx as well. These requests are routed to the right person: with the dight information, either manually or automatically based on location and request type. Then, Village staff will be notified that work has been assigned. As the work is updated and subsequently closed, the citizen wflit receive automatic updates. Through this process, SeeClGckFix increases the total level of citizen participation as well as the perceived quality of these services. R 57. User definable service level's for citizen Y requests. Priorities, service levels, due dates can be set for requests, R 58. Escalation workflow approval process for Y emergency and priority requests,. Approval process would need to be defined, wbr R 59. Allow work orders to be created and closed Y without assets tied to them. . . ..... ... . . ........ .......... .. . . Standard MIS functionality, 60. User definable work order categories, e.g. . .... . Y reactive, maintenance, chargeable, etc. Standard MS functionality. 1 6t Manage both internal and contractor work Y orders, Standard OMS functionality, 1 62. Copy/duplicate work order to create new. Y Standard OMS functionality. 63, Support recurring work orders (e,g, catch basin . . . ..... . ...... . ....... . .. . ....... . . . . .... .... . .... .... ............... Y inspections). Standard OMS functionality or use Preventative Maintenance area to schedule work by time, usage, and/or condition. R �4. Assign time and resources at creation and Y during tasks on chargeable work orders. Can assign estimated start/stop dates and labor at creation and track .... ....... j information dulringl tasks. ... ..... .. . ......... . . . .... . ..._..m ..... . 25 Cartd"graph E 11 -65. Configurable categories, tasks,, reasons, types ' Y and sub -types for work performed, including context Standard OMS functionality. sessitive droodowts. IIY 26 The V111sprO 00 *04 se, M"t V" "quir o .. . ..... . . 66. Automatic work order status basedi on Y accessing and completing tasks. Automatic statuses: protected, planned, in pro'giress,, completed, or cancelled, R 67. Work order scheduling (work crew calendar), .......... Y Can group by crew, area, category, work, etc, and view on a calendar. II 68. Schedule balancing by crew or by person (e.g. Y load balancing). Can see work on the calendar and move work around to different dates, Can use task assignments, to move . . . .......... .......... . ........ . .. work to different persons. 69. Generate a daily work list for staff based on Y R work orders and assigned tasked and Daily time sheet, work view, estimated time to complete them. calendar, report, or mobile device to IT IT . .... . ........ see work assigned. 1 70, Ability to schedule closures; shut downs by Y date, or by date and time. This, could be scheduled, or you Could use automation manager to do this automatically or create a notification. 71. Detect Duplicate work orders by addresses or Y �location, ....................... ............ I Standard OMS functionality, E 72. Predictive maintenance functionality. Y Standard OMS functionality. ........ . 1 73. Ability to fink work orders to projects. Y Standard OMS functionality. 1 74� Ability to link work orders to grants (which Y might also be tied to projects). Briefly identify Ability to add a grant drop-down field best practices approach. and associate tasks/work orders to IIY 26 27 Carb j""graph the grant. You can then search, filter, view, or report on this. 7R -75, Contractor "management" such as work Y orders, percent or milestone completions, etc. Standard; OMS functionality, You can list work order by contractor and track progress, Milestone completion fields can be added. You can also track costs of contractors, N 76. Capture CIIP budget information, Y Scenario Builder captures future CIP projiects and estimated costs. You can track existing CHIP projects against budgets in a work order or in a report. R 77. List all levels of reporting and technologies, Y used. (Eg. Standard Reports — System All levels of reporting are performed Proprietary, Ad Hoc Reports — Crysta I Reports, etc.). Indicate if embedded or 3,rd from within the OMS application and party. without the, need to use 3rd party reporting tools, There are dozens of standard reports, These standard reports provide an additional way to collect and review diverse sets of data, Examples include Task Performance Measures, Asset Performance Charts, and Material Inventory Details. R . .. .... . . 78, User level security flows through to queries .......... . . Y and reports. From within the application, you can duplicate an existing report from within the report viewer. Role -based security settings control who can create, update, delete, and view reports, R 79. Ad -hoe query and reporting tools with drill) own Y to source transactions based on multiple Cartegraph reporting options include parameters / filters, dashboards, standard reports, and the capability to create ad, hoc reports, The Dashboard includes charts and graphs, to track key financial and operational performance metrics including cost breakdown, asset condition, and task completion._-,., . .......... ­­ . .. . ............... .... . . . . ............. 27 Carb j""graph ... .......... The system includes the capability to filter, sort, query, and report on any field. Authorized users can create and publish an unlimited number of ad hoc reports. Each individuall user also has the ability to manipulate data on-screen through filters and sorts. These data views can then be exported with a single click to various compatible file formats. R 801. Ad-hoc query and reporting on, real-time data. Y Cartegraph reporting options include dashboards, standard reports, and the capability to create ad hoc records. The Dashboard includes charts and graphics to track key financial and operational performance metrics including cost breakdown, asset condition, and task completion. The system includes the capabillity to filter, soft, query, and report on any field. Authorized users can create and publish an unlimited number of ad hoc reports. Each individual user also has the ability to manipulate data on screen through filters and sorts. These data views can then be exported with a single click to various compatible file, formats, R 81. Approval metric -specific reporting (e.g. work Y order agling, escalations, past due approvals, The Analytics Dashboard allows your etc,), organization to display real—time information about any record in Your system and represent a specific way of visualizing and interpreting your data. The dashboard consists of up to 20 gadgets, Each gadget presents various charts (bar graphs, pie charts, etc. You can click on the bar, column, etc. to drill down for further details. Reports or views in, the system can also show aging of work orders, escalations, past due approvals, etc. 28 Genote Ra fRoquire4i The Wflaoo, of U , pros'pt N, - Nice W�Ove MO rlt E r EIKP$Or# XP,11$# Amet I 82. User -definable executive dashboard components by individual with drillclown and around capability, 83. Mobile executive dashboards (at-a-glanice functionality), 85. Propose a phased implementation/conversion plan for instal�lation of flie software soon (neeids Assessment, 11 Each Analytics Dashboard can be t�allored to a specific us,er. Each dashboard can reflect quantities of do" tasks, various summaries, and other use,r-defined parameters, Y The standard Analyfics Dashboard to display real4me information about any record in your system and I I represent a specific way of visualizing and interpreting Your data. Mobile executive dashboards would need to use a Windows-based device such as a laptop or tablet. Please refer to the Implementation Sicope of Work section. Cartegraph is a web -based Operations Management System (OMS) that uses modern, web technologies. The scalable web server components, are built using Microsoft's ASP NET MVC Framework and renders cross -browser compliant HTML, Javas,cript, and Cascading Style Sheets (CSS) to the client's web browser . HTML 5, Jlavascript, JQuery, CSS3, andl AJAX are leveraged to develop a rich, user experience. The back- end business logic andl data access, (layers driving Ul'ie, appincation are written in, C# using test-driven design techniques, Cairtegraph provides user ficensing with access to all core application components. The components, are seamlessly integrated through a single user interface. System functionality is the same regardless of whether the Village selects a hosted or pan on -premise deployment Information is stored in a centraN repository, allowing departments to easily share inforniation, and communicate across departments, The flexibility of Cartlegraph's interface ensures that users only see information applicable to their role, thus enhancing their user experience, 29 Carte"'graph E Village of Mount Prospect User Home Screem A configurable dashboard of key n7etrics available from the Cartegraph Home Screen, Cartegraph can accept requests from, multiple sources and can intake both internal and external requests. There are several ways to enter a request. Requesters can submit requests online or via a smartphone (Apple or Android) application. Staff can create new requests to address incoming phone calls under the Request section of Cartegraph's OMIS. When documenting a new call, staff can review caller history as well as the location and details of similar requests. Instead of creating duplicate requests, staff can add new requesters to existing issues in one click. Requests can be completed (or routed) through a work order to completion. This provides a life cycle history of the probllem related to request, work, asset, and location. Requests go directly into the staff quet.,ue of the work managernent section within OMS. All; incoming requests get funneled (or routed) to the request section of OMS. Staff can review the requests, assign work to them:, and the request can be tracked through cornplIetion. Notifications can be set to automatically notify requesters when a request has been received and completed. YOU can also filter the notifications to reflect desired information such, as Ihiigh-priority requests or work. 30 Cam's"" raph 7" WaterlHydrant: Leaking hydrant issue related to a Water Hydrant is shown with specific request details, spatial location of request, number of requesters and number of activities shown. Waterftdrant.- Water/Hydrant: Detailed information of a closed Request for a Hydrant Issue that was reported. Information shown is cost of work for request, request status and request details. KE E Village of Mount Prospect Citizen Engagement SeeClickFix connects local neighborhoods with government services. This engagement has both a tangible and emotional effect—improving infrastructure, iincreasingl understanding, and building trust. SeeClickFix Ihas built a network of more than 300 city, county, university, property management and private companies, with more than, 3.3 million issues submitted. At its core, SeeClickFix Requests is a robust routing system built on top of a public platform — allowing for complex routing based on location and issue type. In addition, administrative tools give service organizations an integrated platform for service request collection and work management. Village call takers enter phone calls, drop -ins, emails,, and tweets into the SeeClickFix as well, These requests are routed to the right person with the right information, either manivaillly or automatically based on location and request type. Then, Village staff will be notified that work has been assigned. As the work is updated and subsequently closed, the citizen will receive automatic updates. Through this process, SeeClickFix increases the total level of citizen participation as well! as the perceived quality of these services. SeeClickFix reduces the costs associated with these services by reducing phone calls, introducing automated responses and reducing the frictional costs of communication. Enter Your Onfline Request for Service, Watch it Get Fixe& Ne,me qwe, tnp Ar,ngVvdak Caizen Pira uesr Fonrl o -s nor, ro tip ja(" f0� e' no, tny 1txju9,tr5 th,3ri tho.o-p jir;tp , d rhe syll,ne qrprv¢.(' ivqupl'l ire con Only iw, "Ised io, mmn�r ma,rqerider, ri, for urgent matters needing police or fire response call 9-1-1. If you need to report on an Issue Involving overhead utl I Ity lines, flooding„ or water main breaks, or sewer Issues please contact the Public Works Department directly at 947.36838001. IP yoj wou 10 jke ro js rqao ng an zer,!s nrg ��e ow Please j'se o" I, Roo a re"Ijvsc 0Village mmros pledse awe t RLPORV m,ajisrs Sa-t kfifin"s' Urrjcb­ky� AMOM 14"1113 SUWPOOIWMM ' ON" SH73ME - W ��J' 114 Drag redmarker to refine the a q 411 1 HiO G ��J' 114 Drag redmarker to refine the saec'lk` TX I 11, Citizens can drag and drop the, pin or type in an address within the Village firnits. Indicating an address will automatically populate the list of request types the Village offers. 32 Cartd"'graph a q 411 1 HiO G J Nod Pru ow kik (,n�­, P"K, ii,AK WN k' V. 1, Up"Ong; MP and, i0m WW Wmaw�6w'Ypa1y, NNNNW saec'lk` TX I 11, Citizens can drag and drop the, pin or type in an address within the Village firnits. Indicating an address will automatically populate the list of request types the Village offers. 32 Cartd"'graph a q qt oan +a kik (,n�­, P"K, ii,AK WN k' V. saec'lk` TX I 11, Citizens can drag and drop the, pin or type in an address within the Village firnits. Indicating an address will automatically populate the list of request types the Village offers. 32 Cartd"'graph Your Village has the option to define request types (such as Animal Complaint) that a caller can choose from when reporting an issue, This simplifies the process for a citizen, to submit a request through your website. The Village benefits by being able to choose the categories that citizens can select, Report aini issue Ybu Can 410oftd 41 Phuri)WHnesch sarvca MquffM as a Waual rehireme ki, 11,okp ;mrrTrMUri1,uirfxA INI, Issue, The roqsiwrs wo Vhftn rn Aed 9n Uy stfiff WhIl IMP hjwlp Anoxwof y*q,ff WeVorns and proode sdv�iaiq rho rcAoolftng wdget alllawl you u�o oIAO ke"Ce ff,"pAw9ts as wOM vndrscuapr apsling riWssaseq Via( haYO t"in rep OfTed Nim yrjuj caffv"WV Tb re;XMI An ISxuo SO Saule KOTKkW Mb Dmig iN malp mafker IQ 010 kyAlmn 01 your Issue 01 vvp* 'n MIN addr(fts IrMCUy • Oxx 'Nax� 50,ed a 'Qpaqvy, from lho dfopdowyi rib in "iml,nefthes yo.w'"kie EMer a 'TAW And "rWwnpNon' CI[Nk 'Sijtarmft" M',;Pvkr rkr.olxsrn 0,0III ,1, De"wip""I Maw cwwwudw Wh.k i% VOW, on"coW MOASO ckock M 11W apvpy .'wyaawaInk Sk""kaj I It? 'f, Dn n, 5arwa srR S,rWinn o& Dm. ,mem wee Sirwa &:91!rA4Md MooiiA z%v Y^"VwrN�wwYua ", 9A C InU . SOI P -'a ftvq. 1111M SMSI11-1A The Village can choose to offer an unlimited number of fully -customizable request types, REPORT FleakiES1,TS category* Code Enforcenvni - UnerMoodVJunk Car/EX What type of vWafion ides 4?' Junk Car SdeMy descObe spree vWavfion I Issue; TMlle" Code Enformrrent - UnerliNeedsJJunk CwEtc Ueschpflon Uppoad an, Image Choose Re r'ik) MCI A citizen, can optionally enter a description of the issue and attach up to five photographs prior to actually submitting the request, 33 Cartdgraph E Citizens can view recently opened, acknowledged. and closed issues on the map, Thais hellps to reduce du!pllicate issues, increase citizen awareness of work being performed by your Village, and enables the Village of Mount Prospect to better manage, citizen expectations. Ka OAT REQUESTS U" way Recarr Final Sirgin 1817#a suptwlaq 5A IVsan'smhr Ne'"O's KfI �3'0' 0, 9 Tvash mind 11"mor, M= ZI + V7 '(' Mdr tpl� w' dB Keane +Y iN7,jA I—Rule wP'0­rp­v L'am 30 days 9 0;"imml 4 '13 Crowd f 8 Ackmo4e6ged "GO CA'Ili oIIum pimi,Vft. The City Of GrIftiedOW IeSibOiiWii to magi Sts duryng riii busmesB rimim 19 a reNxt cgin,ws n after hours, during a habday Dr weekend, A MR be rend on Rho nexi business day. Oince you have sent a repxt, you WH mcerve Omwll communication acknowtodging your SeNce reduasl. You can continue U) chock the slaws of your requem as Once thework m =nplelo or the issue has been msdiiind, you wdl tasWifloo by ornaiL For WOni,cal suppid (web or =b4c), Zffim SerrCbckFw is awadartAre for dowii ay an ap on Ov foRowring fAalforms� Citizens and Village employees can also submit requests through a mobile application. The app can be branded specifically for colors, desired buttons, and even your Village logo. The following graphic is an example of the branded mobile application, for Carbondale, Illinois. Examples purposes that a Village could choose to add additional buttons: • link to a website (Village events calendar, Nbralry website, etc.), • link out to another mobille application (parking payment app, utility billing app, etc.) or • begin a call (non -emergency police line). 34 Cartograph EM Co.. V WO AM I Calrboadal I L t I N 0 0 IS ��. & N.A., NOW." dN0 After selecting the Report button to access the application. The mobile application will recoginize the location, of the citizen, If it is within the Village boundaries, the application will access the branding and request types that the Village offers. The Village can choose to create secondary queslJons tied to each broader request type category, Examples might include "how deep is the pothole," or "'is this violation on public or private property", Work Management Work management functionality prov,ildes the capability to create both asset -specific and non -asset tasks, Cost accounting information, including labor, equipment, material, and other costs are applied at the task level to capture the true costs of work. Tasks can stand alone or be grouped into work orders for roll -up information, including total cost and time to complete. Key features; • Follow a guided process to create work orders in seconds, • Identify necessary tasks and affected assets from a work request. • Assign and track both scheduled and on -demand maintenance tasks. • Use timesheets to document resources used to cornplete work. • Group tasks into work orders for managing multi -faceted or special work projects. • Create multiple tasks at once by selecting a group of assets from the map. See all work requests, tasks, and work orders from a list view or a rnap, and siniultaneOUSly route your day accordingly. • Filter map layers to see a targeted view of work not completed. • Analyze average cost and cost differential, information for similar tasks. • Generating new work can be Iperforrned; on the MapiGrid View, The user can see, by person, both scheduled and unscheduled work, This assists with work assignment. Use the Actions drop-down menu or the calendar view to easily re -assign work. • Opfionally create a work order from a map. GIS is snot required to create a work order. • Work, asset, and the map components are all intertwined with one entry but are not dependent on the map. • Create repeating work orders to create recurring work for projects and special events. • Capture the total cost of tasks and work orders to determine the cost of work done for each department, • Create tasks for non-spatilal assets, 35 Cartdgraph 0 Waterftdrant: Detailed informatioo of a completed Repair task for a Water Hydrant including total costs made up of Labor, equipment, materials and incideota/ charges. Also highlighted are any configurable special instructions andattributes, Preventative maintenance, An, administrator can prolongi the service life and anialyze the data available for an asset, delerminewhal action to tale, and then, use Preventative Maunlenance to record the resoills of the analysis and proactively schedule the task. This not only provides visibility of projected work but allows YOU to impplement asset maintenance schedules and reoccurring work. Use this functionality, for example, to have hydrants painted every six years. Automation Manager. An administrator who sets up workflow can analyze what staff is doing and use Automation Manager functionality to record the results of this analysis (recognizing redundancy), and create autornated actions in the system to make staff assignments more efficient, An action defines what will happen. A trigger defines when it will happen,. Guided triggers include actions already associated to thern. Triggers can, be event -based, scheduled, or manual, Ev R14011FRINONFIRISMquimm 0 Send an e-niail notification • Create record(s) • Edit existing record(s) • Verify a field va,luie and dlisplay an, error message if necessary • Perform a calcuilation and set a field value 1. Efficient workflows. Elim,inate lag by automatically launching the next step iin the workflow. 2. Improved performance. Put verification checks in place to reduce time wasted on fixing mistakes, such as an odometer reading on an eqUiPrnent task, or mispatching the appropriate surface type and marking for an athletic field'. W 0 0 40 0 Send ernail notification, for an overdue task and increase the task's priority 0 Create "grind stump" task upon completion of a ""remove tree" task. • Cancel remaining, open, tasks for an asset once it is retired and prevent new tasks from being created for the retired asset, • When a "repair" task is completed, create a follow-up lnspectlon task arid'! assign the correct insoector, W Village of Mount Prospect 3, Drag and drop. Select from arniong 200+ triggers o When complletinig equipment tasks, to insert into your automation to define when Automation Manager require that the some�thing will happen based on properties usage field {odiomete,r reading) be filled in, established, 0 When addling a facility, specify the length and width and the system calculates the area, U, ""wo""jffl VU W V 06 0 tJAtMAHfffJOAfMN Automation Manager with list of automations, 37 Cart6graph, „'"fvlplfl folk w I 4J I In ;'I�'%t f"" r" r P,j wo o * aft jr I v6% r fe %1 r tl i 4 t t o fc ,II ) w LOKI YF4', 1, S'am"Au Sot ' 1pl ww"I vori?,, rnoufitmq Yfmfoi(vorify mfd vNfll,j 54'vufAu 01"'0' d WIJ1,1q, oldw wf'1Ikl 'II) n"IWW4 666 ' I "A'TtpI'flo (IppdIt lf'c(toA wfl rh"UCu:rata Iff""old Satn�,Art I'[ r fi tll vt, r� h tr ! lr, tO C Kli tt fit1fUQ(t f Vvflt tH Y ry'r at IP I f (',,I 'f)", 1) rll "AY d ,"I 1l 4, lf v wl Y "C I c V I � fd I I "i I J, d I,) u P I by b P "'od of a S w rf P4" t"'k I ti dlpurr IV P)W'061 Of I I' I Irlr ill (Immo[ fr lI, redqI ml In' pI"'n;m 'f n1ofe than ✓ la pflIP, OC6,UY 'v4hn c, tfmr06 , 1fI4 TwA,f Swrqflo ',,tnd omi,W and prj*riPy fuovo-"O"vp jvfn'w"f"fl1&4"� "'mall "'Vid 'mf10,J) Sa,opIft Sr t a or of orlor oqiwl U", lho hlqjhtf"'p (tw:vly opt'n 1'v'k (I;r')d'flkt fowmd hw'wl fat ' at Iatwj 1"e' SwiIq'flo VvWy and know I[ "0 VId t141 Hi fitt Nill lir ( :owt ( m If WhoitaIly "0 'w' I o";q, I"It I W, J, e Iat'4' at ont f f I #o I, i('( ''of fod4l f If t Automation Manager with list of automations, 37 Cart6graph, Ll M ............ Automation Manager: schedule an inspection if more than 2 repairs occur within 6 months. Asset Management Asset management functionality provides the capability to track any type of asset including signs, signals, pavement segments, water hydrants, sewer mains, storm pipes, fleet, facilities, and many more. Asset applications include asset -specific fields and functionality. The Signs application, for example, includes a MUTCD library with codes, descriptions, background colors, legend colors, and default images. Alli asset applications also integrate with Cartegraph's work management functionality to associate, work activities, costs, and, resources. Key features incllude: • Uniquely identify and quickly create any asset. • View asset connectivity, For example: upstream and downstream manholes, parallel water mains. • View map layers of assets and drill down, to see additional detail, • Document inspection results and calculate asset condition. • Estimate remaining life of assets. • View graphs, of actual and predicted performance of individual assets, • Review cost to maintain assets based on completed work. • Add and view attachments. • View asset details to see an automated total cost to maintain an asset. • Use container/component relationship to manage assets within assets. Examples include parks with equipmient, athletic fields, facilities, monUrnents, and landscape features. • Setup preventative maintenance schedules on assets to trigger work automatically based on condition, time, and usage. Advanced Extensions Advanced Extensions, which extend the core workflows of operations management, are optional and can be added at any time, include: Advanced Work Advanced Assets, Advanced Reports, Advanced Resources, Advanced Users, and Offline Mobile for Cartegraph, for Pad. tn addition to Advanced Extensions, Cartegiraph, ONIS offers more than 70 standard asset applications, The following table identifies some of these assets. M E I = Lax= IE C7 E Cartegraph OMS also provides functionality for the Village to create its own, unique asset applications. These cuistom asset applications, include the same base functionality as pre-existing asset applications. FacilitiesIHM C Unit Asset Detail: detailed asset informatlonalong with costs to date, estimatedrernaining life, condition and health. Spatial location with ae6a� photography is also shown. Pavement With Pavement you have many ways, to imanage assets from tracking attribute data, historical information, entering inspections and controlling miaintenance. Cartegraph OSS has multiple ways to inspect paverneft (1) Cartegraph's, standard inspections, specific to your municipality-, (2) use the Arrny Corps, of Engineers, standard methodology to create Pavement Condition Index (PCI) inspections, or (3) use a cornbination of both, PCI is a nurnerical indicator that rates the surface of pavernent, The PCI provides a measure of the present condition of the pavernent based on the distress on the surface of the pavement, which also indicates the structural integrity and surface operational condition. It provides an objective and rational basis for determining maintenance and repair needs and priorities. Continuous monitoring of the PCI is used to establish the rate of pavernent deterioration, which permits early identification of major rehabilitation nieeds. The PCI provides, feedback on pavement performance for validation or improvement of current ipavement design, and! maintenance procedures. Cartegraph staff can assist the Village in determining which method is the best way to inspect pavement, Los= M PCJ f""Cvan rM POV""fil 0 P� 0 ft 5,01 ft MOI ft, SokipcSavorte of iDia 9%,, �""rwv So o P ? rf",a rwvwy SovoWy Detailed Pavement PCHnspection View: Select distress type on pavernent when completing a PCI inspection, Adlvantaiges of Cartegraph pavement inspection: 0 100%, area (full length & width) pavement inspections (Carteg:raph is one of the few in the industry to provide 1 00% pavement inspection coverage.) 0 Cartegiraphi's inspection methods have been used for over three decades and has allowed municipalities to accurately and repeatedly inspect over 200,00O miles of pavement for federal, state, and MPO municipal levels of government. 0 A GIS spatial location of all pavement inspection samples. 0 Roughness Profile Survey. Cartegraph's method is, widely accepted and endorsed by world leading institutions such as FHWA, ASTM, and the World Bank as the technical standard for determining roadway roughness. 41 Cart6graph, Utilities Management The asset management functionality allows an organization to easily manage their water distribution, wastewater collection, and storm water infrastructure within OMS. The system's container/component relationship also provides a way for an organization to manage facilities. A treatment facility, for example, has a diverse set of assets such as chlorinators, pumps, valves, actuators, and other components, Designate the treatment facility as the container and create individual connections to the component assets that reside within it. Using the Tree view within OMS, users can easily see how component assets are related to the treatment facility and to each other. Switch to Detail view to see a real-time summary of the treatment facility's assets and work complleted against them, overall condition rating, and a total cost of maintenance and ownership, Attach schematics, draWngs, and videos to make treatment facility records even more useful and accurate, By using key performance indicators such as the cost and frequency of maintenance activities, Cartegraph helps users calculate and rate a treatment facility's overall condition or Container Condition Index, Waste Treatment Facility.- Use the container / component relationship to manage assets within treatment facifilies. 42 Cartdgraph E E E ITA ti, aterlHydraot. Detailed Water Hydrant asset information along with costs to date, estimated remaining life, condition and health, Configurable asset detail information is also highlighted. 43 Facilities Management Use Cartegraph's Facility Maintenance Management functionality to effectively care for and sustain the buildings and structures in, the Village and public spaces. Leverage the container/component relationship in OMS to manage your buildings (container) and all the assets contained within them (components), Take advantage of the "nesting" functionality that allows components to also act as containers for other assets. Assign both requests and tasks to both containers and/or components, and Ipreventative maintenance plans can be setup on each. Attach, schematics and floor plans to make facility records even moire useful and accurate. CAM'S' also, allows a user to see the cost and condition of each facility's diverse set of assets. Access both a Tree View and Detail view of each facitity within OMS to see how, assets are related to one another. Cartegraph offers out-of-the-box facility assets for Facility, Facility Lighting, Fire Protection, HVAC Equipment, Plumbing Fixtures, Roofing Systems, and Electrical Generators, Custom facility assets can also be created and will have the same base functionality as pre-existing asset applications, Facilities Summary" Easily access facility information by clicking on the Surnrnary, Component, and Asset Detail tabs. Access facility summary information for, requests, tasks, assets, or a general facility overview. 44 Cartd'"graph, ]RA9441108ft T"k% Assets 2 23 16 "'C', 440 Yqf /%_I�Iw "'J $61,231 $768,470 83 A, Af iVi k 011 1* 5 1 0 0 0 4 iiok'ByypW- 4&"r 26'.M MM,W Facilities Summary" Easily access facility information by clicking on the Surnrnary, Component, and Asset Detail tabs. Access facility summary information for, requests, tasks, assets, or a general facility overview. 44 Cartd'"graph, Fleet Management Vehicles and equipment are resources. They are also assets. They need the same regular maintenance and management as your other municipal assets. Cartegraph designed a smarter, easier way for you to manage them. Fleet Management is a core feature of the Cartegraph Operations Management System. It introduces flleet managers and maintenance crews to methods of managing and maintaining vehicles and equipment. Use the Fleet Management features to create maintenance schedules, implernent recurring maintenance tasks, gauge veh,icle and equipment performance, and plan for future repairs and replacements. Track attributes such as manufacturer and warranty information, fuel type, and purchase costs. Cartegraph also integrates with fuel management systems. This type of integration alllows fuel logs to be autornatically imported into Cartegraph OMS. When Preventative Maintenance is setup in conjunction with the fuel, integration, Cartegraph can automatically create work based on the usage (mileage) of the vehicle. Fleet/Equipment: Detailed vehicle information along with costs to date from, a mechanic and usage perspective, "SRR (Vehicle Replacement Rating) is also shown on the ribbon, bar, 45 Cartd"'graph C� FleetlEquipment: Costs to date information from a mechanic and usage perspective along the rib,bon at top of screen, along with current Fuel Log entries iodicatiog current MPG (miles per gallon). 9=3339M�� Resource management functionality allows you to imanage (labor, equipment, materials, and vendor information. Track attrIbute, rate, and historical) information for each, Apply these resources to your work activities, for accurate cost accounting, Key features; • Load multiple rates for an individual resource. For example: standard rate and overtime rate, • Manage purchasing and inventory information for rnater4s, • Track quantity-on-hanid, automatically decremented based on materials used, S ysteirn -generated notifications can, remind staff whena material has hit its user -defined reorder point, • Specify inventory method UFO, FIFO, Least Expensive, or Most Expensive. • Identify vendor price quotes and set primary vendor ais default price when stocking material. • Track equipment warranty information. • Track empIoyee history including certifications, training, and other key events. • Manage equipment like other assets — including preventative maintenance scheduiles and a Vehicle Replacement Rating (RR) for current equipment condition. 46 Ca'rt6graph Timesheet information for resources used for Clean Out of a Sewer Manhole, Labor, eipment hours, materials used and incider7tal Chal'geS can at'!' tie tracked and tied to the specific asset. = W Cartegraph reporting options include dashboardls, standard reports, and the capability to create ad hoc IS reports. The Dashboard includes charts and graphs to track key financial and operational performance metrics including cost breakdown, asset condition, and task completion. Standard reports provide an additional way to coflect and review diverse sets of data. Examples include Task Performance Measures, Asset Performance Charts, and Material Inventory Details. 11 The system includes the capability to filter, sort, query, and report on any field. Authorized users can create and publish an unfimited number of ad hoc reports. Each individual user also has the abiflity to manipulate data on-screen, through filters and sorts. These data views can then, be exported with a single click to various compatible file formats. 47 Cartidgraph C MOZE3��� �M7417TNY-i('Tf I " - 11 9/26/2016 - 101271201i 6 W $3,000 $2,600 $2,000 S ti, 510 0 $ 1,000 S500 IS 0 I 190, Houts, Cost bDepertment $7 572 S655 Pmks Pub is Works S 0 M *% I E xp ens W e ActivIlies is Replace W Niviniain Pavh fill Gfmd Activity AssetActual Stop Data Status Dopadment Pw�,mirm,,N � '; 2 0 � � i , , o'n � (:� [(",I PutAk", Wr,6, P On II �,o,,; %,27;'N 1(� cm nj[,,'4,AIx'J Flubfi"", PAI H 171,,,,� alq I�om , '-,Jk 9, " 7, 2 (J 6 ('-w I I 01"'A ,d Vvork� vlav"'h Pva.%moro 6 4, .20 C, 111,6ro,,kt TOW Tasks 5 Sample Report Excerpt: Report on Task Performance Measures inch din vage time to complete and the Natal cost of work. M Village of Mount Prospect C1 wM.w. ItE 4, 0, II III" 4 A E Custornize reports, such as adding bar codes, to help simplify asset and material tracking. Mobile Access Cartegraph provides options for mobile access. Field staff can, use devices such as a Window's laptop or tablet to experience the full, desktop interface. Devices such as an Apple Pad, an Phone, or Android device can be used to take advantage of a worker -focused mobiie interface. When, using a device with GPS capabilities, users can, identify their current location on the map and leverage that information to accomplish tasks such as creating assets or identifying nearby work. 49 E Ali mobile devices have the capability to be used in a real-time, always connected state. External Internet access is required. Options include WkFi and/or cellular data plans. Data is not stored directly on the device but is transmitted via HITTPS (Hypertext Transfer Protocol Secure). An optional capability is to use a device in offline mode. A User can view, complete, and create new tasks and also enter labor, equipmenit, materials, and other resources—and yet complete asset inspections. AB work data is recorded and will be updated and saved in Cartegraph once users are back online. The Cartegraph, for iPad and Cartegraphi One for Android and iPhone phones devices are focussed on field worker workflows. To easily identify and complete their tasks, users are able to see where they are in relation to their assigned work. Switch from Task view within OMS to Asset view to see asset location and details and generate new work tasks for selected assets. Key features: * Switch between available base map options. • Viiew your entire asset inventory, update inventory, and view/edit attribute information, •Perform asset assessments including inspections or other tasks. • Attach photos using your on -board camera or photo library. Identify your current location on the map, view proximity iniformiatilon. • Sort assigned tasks by priority, date, and proximity, Create and complete both asset and non asset related work activities. Cartegraph for iPad: asset selection screen, M U L-1 Do Fif r HYD -1221 N 84 U(.I Water Hy drant j v. rommi In pw"", 54 1�9)01(' I HY D- 1222 IX� f' to "Ilk Wau')a Hydr,,,mt HYD -12278 1141 O'C' 1 r" WMor Hyb wit "wo HYD -1228 M 9D OA, 'f a A r AllHYD - 1229' 0 Wmer Hydrant 0 HYD -1230 I "KI, H liggJ1111111scal WMor Hydrant 0 ON 0 733 HYD -1231 A2 Water Hydrai,.v HYD -1232 0 WwaHydranb HYD -1233 Parcels and Streets 4 UV n I n1l A "I Cartegraph for iPad: Provide workers with access to the information they need in the field. View assigned work activities and requests, note proximity to current location, and document resources used. View asset information and general new work activities, �Mlp �15 Gig #1 lis 0 4, mi MI t M tomnem TASK MIAMI • OMERIIIIVVMI ,52 Cartdd"graph 11 * Child RecordslAsset History, Records, chronicling an asset's condition and maintenance history help you anticipate the need for repairs and replacements. Child records reflect the what, where, when, why, and cost of every asset in your inventory without impacting your spatial data, * Built-in Esri Basernaps. Esri basemapq are avail o.1, 4 tQevery Cartegraph user. ODMS also supports ow the consumption of web maps directly within the sA6m`1' terface, 0 Data collection tool. Collect data once and make it available to all who findvalue in it. Attachments in Esri can be synced with Cartegraph OMS, through GIS integration, View asset details and attachments in, Cartegraph the same way as any other record. Because Cartegraph and Esri have an aligned partnership, every Cartegraph user is connected to the ArcGIS platform through an ArcGIS identity, This creates an efficient and seamless way for users to experience the full capabilities of two platforms working together, • More Map Control. ArcGIS Online provides an enormous amount of map content, This content can help you make Ibetter, more informed decisions, It can also be a strong foundation for all organization starting to build its GIS. • Additional Features & Functionality. Pairing, Cartegraph OMS and ArcGIS spatial analysis capabilities provides a new level of insight, Whether you want to determine a soil type's effect on pipe deterioration or figure out demographic impacts on work requests, the local government s6lution for ArcGISwill help, • Leverage Existing Investments, MJany organizations have already made significant investments into establishing and maturing their Esri GIS. Cartegraph 1S provides a seamiless integration, leveraging your organization's existing GIS in the process, • Lower Threshold for Entry. By making the ArcGIS Online experiience available to Your organization, you will be able to adopt Esd GIS technology more cost-effectively. That rneans YOU no longer need to invest un expensive hardware and staffing expertise to get an ideal GIS experience, Cartegraph OMS will support both Level 1 and Levels Esri narned-user licenses. The functionality in Cartegraph will respect the terms of the Esri license agreements: Level I to view GIS content, Level 2 to edit and analyze. This flexibility enables users to choose the licensing level that SlUitS their needs. W E Esri streets base maps., Cartegraph supports the consumption of both Esri base maps and Esri web maps directly in OM& ............. ..................... ........... CArte graph supports the consumption of user -defined base maps directly in OMS. 54 LI E MMSMEE�•� The Scenario Builder functionality allows YOU to effectively prepare scenarios of recommended work to identify necessary funding. Use thiiis tool to • Support your fiscal year planning process • Estimate cost to meet identified targets • Estimate the impact of identifying funding. You can even specify, an inflation percentage, if Compare scenarios to help with justification, of funds, From pavernent to water utilities, Cartegraph's Scenario Builder can predict the future of any asset, any time. You can trigger activity based on a defined frequency (time), or an activity based on attribiutes/condi,tions, (filters),. Within seconds, you can project which activities wili maximize the life of your assets—and how much it will cost. You can use it to recommend pavement overlay when the most recent inspection includes severe alligator cracking, for example, but oniy recommend it once for that segment, • Versatile. Do YOU want to know how Much You can improve your water utilifies with a limited budget? Cr what condition your sewer network will be in 5 years? A few clicks in, Scenario Builder and you'll have all the data at Your fingertips. • Customizable. Adjust scenarios to rneet identified outcomes, such as defined budget limitations or target network OCL Use the visual data to compare Your options, and make smarter decisions for your organization, whether that's determining how to prioritize projects or how to maximize every dollar of your budget for the next year, five years, ten years, or more. • Easy -to -Use. You enter your timeline and budget or your firriefine and goals, Scenario Builder will do the rest. • Smart. Scenario Builder will pull data from your Carteg�raph performance curves,, activities, impacts, and moire to create clear, accurate predictions on everything from CCC gains to budget impact, Scenario, Builder: Sample scenario for pavernent with a $5,000,0,0 budget, �00 B&I Cartegraph, OMS System Requirements isTo best meet the needs of an organization of any size, Cartegraph supports both cloud -based and client - hosted (on premise) deployments, Cartegraph works closely with, your organization to determine the most cost-effective and efficient way to deploy your software. Cartegraph discusses options with you in advance, if asked, Cartegraph will make a recommendation of which deployment type makes the most sense for you, %. On -Premise (Client -hosted), Cartegraph, installs OMS, on your hardware within your IT environment, Cartegraph staff works on-site with you and your IT staff to depioy the system securely. Your organization then has full control of managing the system within your own environment, Z Hosted (Cloud based),, Cartegraph will take care of everything for you in a secure, hosted environment. Cartegraph manages database, administration, and maintenance to ensure your system is always up-to-date and running smoothly. Cartegraph uses Amazon Web Services (AWS), the top data center infrastructure in the nation, to host its cloud products,, The AWS Cloud infrastructure is among the most flexible and secure cloud computing environments available. It provides a reliable and scalable platform that enables you to deploy applications quickly and securely. It's also designed for high-density cloud computing environments. All data is encrypted and de -duplicated between the user and the data center through multiple distribution paths to ensure reliable, uninterrupted access 24 hours a day, seven days a week, 365 days a year, (Server maintenance is performed at regular intervals during commercially - reasonable times. Customers experience limited or no server connectivity whilile these events occur.) The following are hardware and system requirements that best meet the technoiogy requirements of the Cartegraph OMS solution. Operating System * Windows 7 Professional or Ultimate edition • Windows 10 • All Microsoft updates must be installed is "",..,__4 -bit o — — --- — ----- . ........ .... . Processor and Memory (RAM) Must meet or exceed the requirements of the operating system . .. . . . ........ - Avaiiable Hard Disk 50,0 MB recommended Monitor Min,imurn screen resolution 1200 x 768 Supporting Software Cartegraph Administrator application Operating System Windows 7 Professional or Ultimate edition • Windows 10 • All, Microsoft updates must be installed •64-bit only Processor and Memory (RAM) Must meet or exceed the requirements of the operating � system. Supported Web Browsers 0 Connectivity • IE 111 (Windows 7 or 10) • Edge (latest version) aej(!q!��_yff�iotl • Always connected External internet access ired M E Monitor screen resolution 1200 768 4 �x� ���M•i�mu�m� Operating System Windows Server 2012, 2012 R2, or 2016 (recommended) • NET version 4.7,1 • All Microsoftdate must be installed Processor ands Memory (RAM) mm 9 Multi -core processor 2,0 GHz or faster • 8 GB RAM 100/ 1000 Ethernet connection .. . ..... . ......... Version 8, 8.5, 10 SSL SHA -256 is required Server requires Transport Layer Security (TLS) -protocol version 1.2 enabled Other 9 Internet access • Outgoing SSL communication required from your web server • Windows Local Group computer machine -level setting for Internet Explorer where "Do not save, encrypted pages to disk" is set to disabled. • if a two-tier environment: • User 0 withi read and write access to the Project Home • User ID and DB ownership for the database • SMTP Compliant Email server • Permissions to run the Windows Task Scheduler Operating Systern Windows Server 2012, 2012, R2, or 2016 (recommended) • NET version 4.7.1 All Microsoft _y2�§tes, miust be installed ... . ....... Processor and Memory (RAM) Multi -core processor 2,0 GHz or faster • 8 GB RAM • 100/1000 Ethernet connection .. ....... ... ..... o Version 8, 8.5, or 110 HS * SSL SHA -256 or later is required o Server requires Transport Layer Security (TLS) [._...____protocolI version 1.2 enabled .. . ... . ...... .. .......... Other Environment Requirements • User Id with read and write access rigihts to the Project Home • User ID and DB ownership for the database • SMTP Compliant Email server • Permissions to rUin the Windows Task Scheduler •Cartegraph recommends adding this server's URL to the Safe List on the firewall between the DMZ and internal network to eliminate floodiiinq issues, 0 Supported Types Database SOL 2012„ 2014, 2016, or SOL Server 2017 M 11 11 Viflage of Mount Prospect Devices �Mlp 711 • Esn ArcGIS Online • Supports lafitude/longitude coordinates only • ArcGIS Server for Windows Esri ArcGIS Online OR Esri ArcGIS Server and Web Adaptor (Hlosted Deployment) OR Esid Portal for ArcGIS (Cartegraph on -premise onlly) OR Esrj ArcGIS Server (on, -premise deployment) • Version 10 3.1, 10.4.1,10.5. 1, or 1 O.6 Standard or Advanced versiion • Cartegraiph add-in for ArcMap (recommended) • Carteg!raph SCE for ArcGIS Server (recommended) • ArcGIS Portal 10.4 reqluires use with data store • Requires TILS 1.2 • Reauires SHA256+SSL certifications • iPad imini 2 or later • iPad Air or later • iPad Pro, • iOS 103, 11 .0 - 1 '1 .3 Setup with, internet connectivity • Active iTunes, account for initial download and subsequent updates • GIPS enabled device • Mini -Second Generation, model numbers A14891, Al 490, and A14 1 • Mini Third Generation, model numbers Aly 9, A1600, and A1601 • Mini Fourth Generation:, modell numbers A538 and A1550 • iPad 2017, model numbers A1822 and A1823 • Air 2, model numbers A1 566 and A1567 Pro First Generation, model numbers Al 584, A1673, A1674, and A1675 a Pro Second Generation, model numbers A1670, A1671, A170 1:1, ands A170 * iOS10,3or11,0 & Android 4.4 or later W E RFP Exceptions Att,achiment D 29YEITIMAWDINWO Add any additional line �itie'rfifs­'­ib�r exceptions as necessary and reference any explanato�ry is attachments within the line item, to which it refers. 59 Carte'graph E UUMITIOTIT"Min=9 i= Iw�w �i ! ISCIFIRRITIM MIT ME I III I TAXISSO Rol MMMM# '!� I* Affidavit of Compliance 1�i Applicant: Cartegraph Systerns,LLC IMM As a condition of entering into a contract with the Village Of Mount Prospect, and under oath and penalty of perjury and possible termination of contract right and debarment, the undersigned, Mitch Bradlle being first duly sworn on oath, deposes and states that he or she is Senior VP of Sales and MgLketinj_ (sole owner, partner, joint ventured, President, Secretary, etc..) of Carte rah Systerns LLC and has the authority to make all certifications requiredby this affidavit. (Name of Compony) The undersigned certifies that this bid, that such bid is genuine and not collusive or sham, that said bidder has not colludied, conspired, connived or agreed, directly or indirectly, with any bidder or person, to put in a sham bid or to refrain from bidding, and has not in any manner, directly or indirectly, sought by agreement or collusJon, or communication or conference with, any person, to fix the bid price element of this bid, or of that of any other bidder, or to secure any advantage against any other bidder or any person interested in the proposed contract, The undersigned hereby certifies that it is not barred from bidding or contracting as a result of a conviction for violations of state laws prohibiting bid:, rigging or bid rotating or any similar offense of any state of the United States. SeWon III Illinois Dru Free W 61 Cartd-graph The undersigned further states that Cartegraph Systems LLC provides a 16 (Narrie of Company) Drug free workplace pursuant to Illinois Statues, 30 ILCS 580/1, et s,eq and provides, compliance with necessary requirements. Tax Pal ment The undersignedfurther states that Cartegraph SNtqeons LLC is not (Name of Company) delinquent in payment of any taxes to the Illinois Department of Revenue, in accordance with Illinois Compiled Statues, 65 US 5/11-42,1. The undersigned understands that making a false statement regarding delinquency in taxes is a Class A Misdemeanor and, in addition voids the contract and allows the rnLjnicipafity to recover all amounts paid to the individual or entity under the contract in civil action. It is expressly understood the foregoing statements and re presentations and promises are made as a condition to the right of the bidder to receive payment under any award made under the terms and provisions of this bid. The undersigned certifies that all the information contained in the Affidavit is true and correct. Signed by: Mitch Bradley Senior VP of Sales and Marketing Subscribed and sworn to before me this _13 day of Auoust 2018. AD 4 AR,Y JO SMOCK Com6ssion Numbef 717753 , L� M By: MY gn Expkes No ',413ublic) RM 62 Cart6graph 11 Implementation Methodology Cartegraph develops, implements, and supports its Operations Management SysteOMS). This approach ensures a cohesive experience for the Customer and ensures qual'ity delivery. Cartegraph's Roles and'Responsibilities The implementation team, led by a PMP -certified project leader, consists of subject matter experts as well as technical experts. This team ensures processes, are used to maximize overall program efficiency, The Cartegraph team will include the following key, players-, • Cartegraph Project Manager (PM). The, Cartegraph project manager is entrusted with the day-to-day coordination for the project implementation, The project manager is, not only directly involved with project tasks, but this individual ensures the completion of all detailed project steps. The project manager coordinates the efforts of the other project team members. • Project Implementation Specialist (PIS). This individl.Ml is a specialist with comprehensive knowledge of both, the Cartegraph software applications, and the public works and asset and work management industry, Thus person is responsible for the systern configuration and application knowledge transfer to the designated employees at the Village. • Technical Consultant. This individual is responsible for deployment of the Cartegraph software through our hosted solution as well as the installation of Cartegraph's on premise deployments, • Software Solutions IEnglineer. This individual manages and/or enables any needed system integration, Dawn Frommelt, Sr. Project Manager Accounting: St, Ambrose University, M.B,A.Clarke College Certifled Project Management Professional (PMP) 2014 Professional Experience, Dawn, joined Cartegraph in, 2009 as a project manager responsible for the planning, scheduling, and coordination of resources associated with the successful delivery of products/services. From 2011' through 2013, she served as the Field Services Manager, Strength's that she brings to her current role as Sr. Project Manager include communication, project management, and attention to detail. She currently manages the flow of Cartegraph solution implernentations for clients such as Colorado Springs, CO; Charles County, MDt Santa Barbara, CAKansas City, M�O� Davenport, IA; Waco, TX; AECOM (for the illincis Tollway)i Jefferson County, CO; and Charleston, County, S,C, Prior to Carteg!raph, Dawn spent 17 years in the financial services inclus,try with Prudential Financial as a, customer advocate and executive leader with several key project management roles. 63 Cart6graph E Mike Franzen Sr. Implementation Specialist Professional Experience, When Mike joined Cartegraph in 2000„ he brought more than 10 years of project management and technology experience. This included, for new business telleph!one and voicemail systems, coordinating and planning and preparation activities, for hardware installations as well as software prograniming. Other activities in this role included wworkingl closely wcth new clients, installers, and; sales staff to configure, design, and lmpleiment Ineww telecom equipment and services for integrated data products. As al Sr. Implementation Specialist at Cartegraph, Mike is experienced with, educating users of various skiill levels. He is equally comfortable educating non-technical staff to database adnilinistrators in, software practices, and has authored technical documentation for internal and external clients He is adept at guiding organizations in making technology solutions work for them. Matt Heinzelman Implementation Consultant B.S, Software Engineering: Universiity of Wisconsin - Platteville Professional Experience., Matt joiinedl artegraph in 2008 as a product developer after graduating; from the University of Wiscon,sin-Platteville. He transitioned to the Tech Support team at Cartegraph in 2010 and was promoted to a Level 3 Technical consuiltant position in 2013. He consistently, demonstrates excellent attention to detail and also an ability to quickly and efficiently troubleshoot issues. He is also a key resource in providing technical recommendations and assistance during the Cartegraph implementation process. . Associates of Applied Science, ITT Technical Institute, Tucson B,S. Business and Engineering Management, University of Phoenix - Tucson Campus ProfessionqLExkqeLncL EL _!. Darnon joined Cairtegraph in 2009 as an Implementation Specialist, In his role fie was responsible for the Iinstallation, training, software conifigurationi, and consultation with clients throughout the United States. In 2.0115 he rrioved to the Sales Division where he works with, new clients navigating them, along their journey to high-performance operations. Prior to joining Cartegraph, Darnon worked as a Civil Engineering Project Manager on municipal, engineering projects such as highway design, storryli and sewer networks, water distribution, and others. 64 Cart6graph Wage of Mount Prospect The Villages Roponsibilities Throughout the implementation process, your organization will accept responsibility for all aspects of project planning, management, and execution not specifically described under the final contract's Scope of Work. Ongoing management of the day-to-d'a�y allocation of your organization's resources and management of your organization's project tasks is the responsibility of you!r organization. Different stages of the implementation require involvement from, Cartegraph, the Village, or both. Cartegraph personinel will conduct information -gathering and evaluation sessions with various users anid management, The Village will! be responsible for ell !infrastructure setup including providing all components and structure outlined, in the Cartegraph Hardware and Software Requirements. These components, include PCs,, servers, mobile devices, Esd GIS system, andl network inifrastruictuire, The Village will provide overall guidance anid direction for the project and wvilll direct the project accordingly as Cartegraph implementation experts are configuring the system. This may include providing data and resources to Populate system libraries such as streets and employee names, • After setup and configuration is complete, your organization will conduct acceptance testing to confirm the system meets your objectives and is functioning as expected, • Cartegrap'h will provide training to your organization's staff who will be usilnigi the system. W �Mlp M � Village Project This individual oversees project activities, at the Village and coordinates Coordinator with the Cartegraph Project Manager in delivering the necessary project tasks. Database ........ . . ...... . . . ........................... . .... .... ... The Village will need a database administrator or someone who is Administrator familiar with setting up web servers, application servers, and database servers, This individual participiates in activities including Cartegraph installation, and security ropes, review and deployment integration,, deployment (as needed), and modifies deployment (as needed). IT Support The Systems Support staff will have the requisite technical skillIs required to administer the Cartegraph solutions. These individuals review the project plan and assign Village IT personnel for those tasks relating to the administration of the system, including Cartegiraph Installation, performance testing, and systern tuning, business requirement validation, custom development sup'po'rt, system administration training conducted by Cartegraph, Cartegraph, Cartegiraph recommends identifying an individual from each work group Champlon as a Cartegraph charnpion, This individual Will play an active role in both implementation and system maintenance.. This person also (1) represents the interests and expertise of their work group, and (2) serves, as a resource for system and workflow -related questions. This person participates in activities such as the needs assessment, application training, application testing, go -live support, and post -live evaluation / refinement, subject Matter These individuals participate uln activities incliuding: needs assessment, pert application training, and application testing, .. ...... . . ...... ......... ---------------- W �Mlp M � Village of Mount Prospect Implementation Pirocess Cartegraph begins the implementation process by scheduling a project kick-oParticipants include Village staff, the Business Development Manager, the Project Manager, and an Implementation Specialist. The call allows, introductions, diis,cussion of project goals, review of the scope of work, review of key project tasksi, discussion of project timelines,, scheduling of weekly sitat�us calls, and a discussion of the next steps,. Cartegraph's approach to Implementations extends beyond simply implementing software, More than a software company, Cartegraph focuses our engagement on your goals and" objectives. We help you understand how to set goals, measure progress, and visualize results to ensure you receive a true return on investment by achieving success with our technology and Solutions. As part of the initial phase of your journey with Cartegraph, you will receive-, 66 Cart6graph PH M1.2 !!! I � � 0 � . Initiation Following your kick-off call with Your Cairtegraphl team, the first major milestone for our engagement will be a detailed review and definition of your goalis and objectives. Cartegraph experts facilitate a discovery, discussion and atculate SMART (Specific, Measurable, Attainable, Related, Time -based) goals that translate your objectives into tangible deliiverables. Our scope of work will facilitate the delivery. However, we will continue our engagement until these deliverables are met. Review and .... . .... .. Following goal definition(s), your CartegIraph team will engage with the Discovery Village's project team and introduce them to your solution. These introductory sessions are a key opportunity for Cartegraph experts to share best practice recommendations on system design and use. The web -based sessions prepare your team for implementation tasks such as gathering and normalizing source data, collecting report requirements, and preliminary internal workflow discussions. Following these introductory sessions, Cartegraph's experts will conduct a detailed requirement gathering workshop. The workshop's format and activities can include interviews,, workflow diagrams, aniftr rapid prototyping to support the discovery process. The exercises provide an excellent venue for C,artegra:ph's experts to learn workflow and business requirement details, so we can support your needs through conf igU rations and training. In instances, where data conversions or Integrations are required for an effective go -live, these items are reviewed and incorporated into the resulting plan. Carlegraph's discovery !is documented and provided as a follow up report to share findings, recommendations, and establish any adjustments to the overall] implementation plan, Design and Build — ----------- - - - ---------------- Following the requirement gathering workshops, Cartegraph experts work on configuring roles, layouts, assets, attribute details, reports, and data loads into your sandbox environment, Weekly status calls provide updates and opportunity for further review and any necessary feedback. In instances where data conversions or integrations are required for an, effective go -live, integration configurations and data conversion are also addressed. The final result of this project phase is a staged, sandbox envilroniment that (1) is, unique to your requireirrients with your data attributes, and (2) contains data that is ready for training and testing. . . ........ ­­­____. - __ ------- --------------------- . ...... ... .... . .................. . ................. .. . ......... ........... . . . . . . .. 66 Cart6graph n Training .. . . . ...... ­­­­ . ......... Cartegraph experts provide detailed technical and scenario -based training to . . your core project team, Through our standard train -the -trainer approach, we support you in increasing capability and ownership of your solution. This training serves as one of many knowledge transfers. Your staff can not only, become °"Carteglraph champions", but also are equipped to expand' the solutions" capabilities without additional Cartegraph assistance, Cartegraph experts are always available to help, however, if further assistance is needed. Cartegraph can also provide erred -reser training, Your Business Development Manager can inform your if adcduticanal charges wouldapply, Testing Following your Cartegraph-led training events, it's time for our teams to ... v..n y begin testing the solution. Cartegraph facilitates weekly status (meetings and supporting web -based engagements for refresher trainingls, answer additional questions, perform configuration adjustments, and provide data -driven trends and feedback on syystern use and adoption, yyp,icallyy, the test phase last's three to four weeks, Upon agreement that the solution meets your needs, artegraph's project team coordinates a Go -Live event and test -to -production configurations are scheduled, arteglraph can provide detained use case and test scenarios if requested, Additional scope discussions and charges apply. Contact your Business Development Manager for details. Production The Cartegiraph team will work with, your protect team tococardlinatt e Deployment and production steps including a production data conversion, GIB integration (o -Live deployment, environment configurations„ and any, other agreed upon setup and configuration. The production deployment phase also Includes too -Live support events such as refreshertrainings„ last-minute configurations„ and Cather ad hoc support that provides added confidence and reassurance for your tearm. Following the go -dive event, your team) will be In a production state. The Cartegraph project team is available to provide remote supportand guidance as -needed This team provides on-call remote support in addition to a numbelr of scheduled work sessions that serve as Q&A and refreshers. This phase lasts for approximately 30 to 60 days as requested by your staff. (Project Closure Following the go -live events and on-call support, artegraph te.am ..... will conduct a 'Project Retrospective and final Milestone review for the first stage of your Cartegraph journley. Curing these meetings, Cartegiraph will review each goal, ilts completion, and how the provided solutions fulfill them. This review also includes a project retrospective where we, can evalluate what we did well and what we need to improve for future engagements. Cartegraph will also share feedback oil areas your staff could focus on to maintain continued success in the future,. wu� M Project Schedule The subsequent weekly project plan reflects typical tasks and resource reqluirements for a project of this scope and scale, With multiple phases, the project's tasks are generally replicated for each phase with the assumption that client-siide resources, are unique to each, phase. The timing of tasks us largely dependent upon client-side resource commitment and availability. The schedule will be updated as the project progresses. Cartegraph willroutinely provide status updates,. TASK DVW?0% AW)KI, 1 4 6 a 9 to 11 U 0 14 15, $6 17 18 to RmC ............ . ..... PoAea MMMrm"t AM wftOf Mfevav Rawl Reqq,U, 3sue 4104&mn cck 0# & PMA40wavoft Ko"'Mt UWfq W.er Pvadoct lwp4meffloan N vm pc* ,l A""W"At mod Rodew *1141 Awuff"4 L.Y rtfo J#A Futurl pwesl qftew bah Imsiahalion Mirdmart A EpuqpmqW copmw UNd"st Sm 'Ove A, A, Ow sah (Od"14WO 5*rk" 45M�Cwfijwatmi W Drp4oy.im A4CMptOMC,O VoltA0 P�rwmSrorc�v // Pradwvrr Deplvvw Mat imW Sefvkt% tg APOWIW@� Teo DeV4oW4nrq prodwwm NO'khmot I ORION., Wxalim champ". I'Mmmi, end vw Tr 8, wirq cvowv w caorgbph 0, WO, 01142te SMfAW �v Apo"blel C04 We SUPPMt *gem V* 004 UO Cjnqrmph Sample project timeline. A typical Cartegraph implementation, Refinement of this schedule can be expected during contract negotiations, as detail is added' as part of the overall implementation planning process, Post Implementation Support Following the go -live event, your team will be in a production state. The Cartegraph project team is available to provide remote support and guidance as -needed. This remote support !is in addition to a number of scheduled work sessions that serve as question andl answer refresher sessions, The "on-call phase" lasts for approximately 30 to 60 days as requested by your staff. Cartegraph continues the weekly Project Status meetings for that month, to ensure the project goals and objectives have been met. At the end of the that period, Cartegraph (1) conducts a Project Closure meeting with the Village project team, and Q2) performs an, internal handoff to our Technmcal Support team, Upon completion of acceptance testing and project closure, the Village is transftioned to Cartegraph's Technical Support team. Technicians provide SUPPOIrt via phone, em!aill, live chat, and remote support. A web -based system is used for issue/case tracking and call management. There are typically three individuals on the support phone lines at any one time. A Dubuque -based Support representative answers most telephone support cauls immediately, Cartegraph's, live call rate is consistently over 90%. The Technical Support Team also has access to a: supporting team of software engineers to assist with escalated technical issues. 68 Cart gra r� Implementation r • of s Phase One MMMIN rr «, Jf setupp, a hosted„ production environment. provide an overview of setup -related issues. previlde a template file .._....._. create users and roles in OMS based on the terrnplate entries your IT staff provides, provide documentation and guiidance, up to four (4) hours, for your technical GIS staff to configure Psri Basernalp Services for rl integration, setup the OMS Platforrrn„ including the Bequests Work, Resource, and Asset Management areas of the software, 1 111 'MEE=l11 If a test or sandbox environment is purchased, Cartegraph wilt also setup a hostedl, test OMS environment. You vwitl receive up to two () hours, of artegraph and Arc IS Online user -based logins and UlserF enl'e functionality. Your IT staff can use this whenever they need to establish future OMIS roles and users.. (Subsequent User and/or tole changes Will be your administrator's responsibility,) Guidance will be geared towards OMS,/ sri integration functionality and requirements, Asset Management solutions will be setup for all solutions referenced in the Assets section of the scope unless otherwise muted. ��i11 ll ,, J 1 provide a three-day ( -day) onsite 1, Increase Cartegraph's understanding of requirement gathering workshops your business and functional goalls. Through workshops and interviews, 75 artegraph will identify best fit scenarios for OMS and provide a brief including any challenges as well as recommendations for ORIS best practices relevant to your implerrnentation. 40; " e-0 a DE 70 Car t6graph MEE remote train -the -trainer training for Up to four (4) hours, covering topics overall system navigation. including: * Logins,/permi:ssion * Layers o Filters * Maps o Gdds 9 System Navigation o Views (List & Detail) o Standard reports o Attachments o Requests, work assets, resources, - - — ------- reports, and Administrator tabs ......... . . ..... .... remote train -the -trainer training for Up to two (2) hours, covering topics OMS, Esrj integration functionality, including: o OMS Esri integration configuration options 0 Integration, functionality (base map and feature), * Overall Esri integration requirements, considerations, and Cartegraph recommended best practices, a3 -day onsite train -the -trainer event The training agenda will be defined arid for OMS. agreed upon by both Cartegraph and your project manager. Topics may include any of the following: 0 Request Management o Work Management 0 Asset Management 0 Resource Management o Cartegraph for Pad and Cartegraph One .. . . ........ -- ------- . .......... . ..... . .......... . .... . ... ..... .. ...... . ................. .... . . . .... ........... . . 9 Administrator . . ..... ....... ....... ........ . .... remote train -the -trainer training for The training is, for topics including: Cartegiraph for Pad and Cartegraph 0 Overall system functionality One (Navigation, Interface, Maps, Attachments, Sorting) 0 Work Management 0 Asset Management 0 Request Management * Cartegraph recommended best .. ............ ---------- practices for mobile device users remote train-the-traineir training for The training is, for topics including: Cartegraph for the Administrator 9 Administrator o Settings . Manager 70 Car t6graph 11 i S' =. a - . ------- a remote, train -the -trainer training The training, up to six (6) hours, is for OMIS Reporting functionality. Topics may include any of the following: • Security / Roles • Report Designer • Report Viewer • Reporting best practices and solution, tips / tricks, . ....... . . 71 11 1 1 I WIN SeeCllickFix Requests Up to four (8) hours, covering topics including: o Administrator Functions 0 W'eb-based CRM o Cartegiraph and SeeClickpox recommended best practices for citizen engagement and request management, In addition to training, Cairtegraph, will provide supporting services related to mobile app configuration and citizen engagement irnarketing materials. Advanced Resources Up to twelve (12) hours, covering topics incluidin,g. C * Material locations X o Material transfers LU 0 Material orders o Settings Cartegraph recommended best practices for Advanced Resource management. ....... . ... . ..... ............... . .. . . . . ................ ........................ Advanced Asset . . . .......... . . ....... . . Up to eight (8) hours, covering top�ics including: • Preventative Maintenance • Performance Management Cartegraph recommended best practices for Advanced Asset management. .......... . . .............................. . . . ... . Advanced Work . . . . ............. ............. Up to sixteen (1 6) hours, covering topics I .. . ............. . . ................. ---- --- . ......... .. .............. . including. Scenario Builder, ... . .......... . ......... . ....... . .. ... . 71 Up to eight (6) hours, covering topics • Cartegraph, Administrator functionality • OMS Administrator • Cartegraph, recommended best practices for using development too�, expanding the system's use, and/or building assets, Training covers topics inc�uding: • Refresh training for items listed in the Scope of Work • Software and process support for staff during production roll out • Field, layout, and Report configuration guidance, if applicable 72 LI C "NEEIMENISM) Carteeraph will provide template documents for dlata population, Once data is populated by your staff„ arteeraph will load the data into your teat. or productoon OMS environment, Data loads may include data such as. • Parent -level asset records • Asset location (spatial x/y) attributes • Parent level resource (Labor, Equipment Material, Vendor) records • Resource Mute (Labor, Equipment, tlaterial recordls • Standard system libraries Historical data to convert will include: • Hansen data related to: Assets, Work History, inspection History For this custom data conversion service arteeraph Wll provide • A review of the historical l data alone with: recommendations for lips best fit. • A field neap workshop, wvhuch will identify where and how historical data will appear within OMS, • A test conversion service to facilitate data conversion validation and testing • One revision of the field map, used for the test conversion service. • A production conversion service utilil inc the final, approved field rmnap Alli data must be accessible to Cartegraph from a SOL DB, OL View, Access DB or Comma Delimited ited File, IN provide one test and one production 7import/export data load servnce thmougd� standard functionality, provide one test and one production custom data conversion service for your historical data. wus W data load service through standard Import/export functionality. t "NEEIMENISM) Carteeraph will provide template documents for dlata population, Once data is populated by your staff„ arteeraph will load the data into your teat. or productoon OMS environment, Data loads may include data such as. • Parent -level asset records • Asset location (spatial x/y) attributes • Parent level resource (Labor, Equipment Material, Vendor) records • Resource Mute (Labor, Equipment, tlaterial recordls • Standard system libraries Historical data to convert will include: • Hansen data related to: Assets, Work History, inspection History For this custom data conversion service arteeraph Wll provide • A review of the historical l data alone with: recommendations for lips best fit. • A field neap workshop, wvhuch will identify where and how historical data will appear within OMS, • A test conversion service to facilitate data conversion validation and testing • One revision of the field map, used for the test conversion service. • A production conversion service utilil inc the final, approved field rmnap Alli data must be accessible to Cartegraph from a SOL DB, OL View, Access DB or Comma Delimited ited File, IN E MMTIZEE��� WHOMMAIMANNIMMI In the event that additional or alternative functionality is desired, Cartegraph can provide an update to the scope and cost, The standard integration includes the following: • Cartegraph will provide the following integration points.. • Retrieve JULIE tickets from a li server and create a Task in OMS for each ticket, • The criginal ticket will be attached to the relevant Task in OMS, • Cartegraph will provide an error log capability to easily identify potential integration issues. • Cartegraph will provide a custorner- configurable time interval to manage integration frequency, Assumptions • The integration will include LIP to 12 fields (in the same Cartegraph recordset), • Each ticket revision results in,a new Task record. Task revisions and attachiments, do not append to the on19 inall task. 1-111-1- The integration includes the following: Cartegraph MI provide the following integration points. • A one-way integration of data from the source system to Cartegraph • Up to 12 fields (in the same Cartegraph recordset) • A sync using, a unique ID 0 If ID exists information will be updated 0 If ID does not exist, Cartegraph wilil create a record or produce an error message • A custorner-configurable runtime interval for the sync • All data must be accessible to the Cartegraph service frorn, a SOL DB, SOL View, or Conima Defirnited File, . . . ........... --1 ............ 011 Cartegraph will provide the following standard, uni-directional (one-way) integration service between Joint Utility Locating Information, for Excavators (JULIE) and Cartegraph. U) C: '0 1 Co .. . ................... .... .. . . . . . . . . . . . . ........ .......... . Cartegraph staff will provide a uni- directional (one-way) Integration Service between Laiserfiche and Cartegraph. ­­ ­ ... .. ... ........ . . . .... ........ ... .. .. ... . ... ..... . .. . ....... ..... ..... . ..... . . . . . .................................................. In the event that additional or alternative functionality is desired, Cartegraph can provide an update to the scope and cost, The standard integration includes the following: • Cartegraph will provide the following integration points.. • Retrieve JULIE tickets from a li server and create a Task in OMS for each ticket, • The criginal ticket will be attached to the relevant Task in OMS, • Cartegraph will provide an error log capability to easily identify potential integration issues. • Cartegraph will provide a custorner- configurable time interval to manage integration frequency, Assumptions • The integration will include LIP to 12 fields (in the same Cartegraph recordset), • Each ticket revision results in,a new Task record. Task revisions and attachiments, do not append to the on19 inall task. 1-111-1- The integration includes the following: Cartegraph MI provide the following integration points. • A one-way integration of data from the source system to Cartegraph • Up to 12 fields (in the same Cartegraph recordset) • A sync using, a unique ID 0 If ID exists information will be updated 0 If ID does not exist, Cartegraph wilil create a record or produce an error message • A custorner-configurable runtime interval for the sync • All data must be accessible to the Cartegraph service frorn, a SOL DB, SOL View, or Conima Defirnited File, . . . ........... --1 ............ 011 E .22 ME =1 �1111 1/11 *@Emil M) provide installation and training on Asset types include-, asset types 9 Storm (9) Storm Facility, Storm 7PUmp, Storm Pipe, Storm Mainhole, Storm Outlet, Storm, Inlet, Storm Culvert, Storm Basin, Storm Channel, 0 Water (9) Water Facility, Water Backflow, Water Pump, Water Valve, Water Lateral, Water Main, Water Meter, Water Storage Tank, Water Hydrant. Sewer (7) Sewer Facility, Sewer Manhole, Sewer Pumip, Sewer Force Main, Sewer Lateral, Sewer Cleanout, Sewer Main, Cartegraph will provide up to five (5) field confilgUrations, for each, asset type listed above. in C Phase Two Implementation of the Operations Management System (OMS) includes the following professional services: mm J�1J� �JJJ'111JJ provide a three -dray (3 -day) onsite Increase Cartegraph"s understanding of requirement gathering workshops your business and functional goal's. Through workshops, and interviews, artegraph will identify best fit scenarios for OMS and provide a brief including any challenges as well as recommendations for OMS best practices relevant to your implementation. -- ----- ------------------ ---------- ............................. ------------- ------ _-...__.__ _._. . W 2 setup a hosted, production If a test or sandbox environment is environment. I purchased, Oartegraph will also setup a _ ._... �na _...... m.. .................... ........... ._ Ne'st'ed, test O'M a environment. ... -.,..... . w... w- �_....._ .. provide an overview of setup -related Your will receive up to two (2) hours, of issues. Oarteglraph and ArcGIS Online ulser-based Iogins and User/Role functionality, provide a template file Your IT staff can use this whenever they meed to establish future OMS roles and users, ........ create users and roles in OM (Subsequent User and/or Role changes will based/ on the template entries your be your administrator's responsibility.) IT staff provides, provide documentation and guidance willl be geared towards 'MS/ sri guidance, up to four (4) hours, for integration functionality and requirements. your technical GlS staff to configure Esri Basemap Services for OM' integration, setup the OMS Platform„ including Asset Management solutions will be setup the Request, Work, Resource, and for all solutions referenced in the Assets Asset Management areas of the section of the scope unless otherwise software. noted. mm J�1J� �JJJ'111JJ provide a three -dray (3 -day) onsite Increase Cartegraph"s understanding of requirement gathering workshops your business and functional goal's. Through workshops, and interviews, artegraph will identify best fit scenarios for OMS and provide a brief including any challenges as well as recommendations for OMS best practices relevant to your implementation. -- ----- ------------------ ---------- ............................. ------------- ------ _-...__.__ _._. . W 77 Cairte"'graph remote drain -the -trainer training for Up to four (4) hours,, covering topics overall system navigation, including: * Logins/permission o Layers a Filters 0 Maps o Grids s System Navigation * Views (List & Detail) 9 Standard reports * Attachments e Requests, work assets, resources, .. . . . ...... . .. ........ — ----- reports, and Administrator tabs . ....... ... . . . . . . . . ........ . ....... rernote train -the -trainer training for Up to two (2) hours, covering topics OMS Esri integration functionality, including: 0 OMIS, Esri integration configuration options 0 lriteg!ration functionality (base map and feature) * Overall Esh integration requirements, considerations, and Cartegraph recommended best practices. . ..... .... . a 3 -day onsite train -the -trainer event The training agenda willl be defined and II for OMS. agreed upon by both Cairtegraph and your project manager. Topics may include any of the following: * Request Management * Work Management a Asset Management Resource Management Cartegraph, for Pad and Cartegraph One, Administrator remote tram -the -trainer training for . ..... ..... .......... . . .. . .... . ...... .............. .... The training is for topics including: Cartegraph for the ,administrator # Administrator * Settings . ..... . ..... . . ......... ....... .... . ............... # Manager - — ------ - a rernote, train -the -trainer training The training, up to six (6) hours, is for OM,S Reporting functionality. Topics may include any of the fdlo,wing: 0 Security / Roles, 9 Report Designer 0 Report Viewer 0 Reporting best practices and solution tips f tricks. 77 Cairte"'graph 11 E �0�� M SeeClickFix Requests Up to four (8) hours, covering topics including: • Administrator Functions Web -based CRM Cairlegraph and SeeClickFix recommended best practices for citizen engagement and request management, In addition to training, Cartegraph will provide supporting services, related to mobile app configuration and citizen engagement marketing materials. ............... Advanced Resources Ulp to twelve (1 2) hours, covering topics including: Material locations Material transfers o Material orders * Settings Cartegraph recommended best practices for Advanced Resource management, . .... ... ....... . . .... . ... Advanced Asset ... ...... . ... . ...... ............ Up to eight (8) hours, covering topics iincludinig: * Preventative Maintenance * Performance Managemienit Cartegraph recommended best practices for Advanced Asset management. Advanced Work . . . . . . ........ Up to sixteen, (1 6) hours, covering topics indkjding; Scenario builder. Advanced User .. . . . . ................. ......... . ------- . ... . ........ . . ......... . . Up to eight (6), houirs, covering topics including: • Cartegraph Administrator functionality • OMS Administrator • Cartegraph recommended best practices for using development tool, expanding the system's use, and/or building assets. ............... ...... �0�� M provide a three-day (3 -day) onsite event for go -live support. 79 Cart6graph 'M PN r3m, MEE � il 1-m-il 1111,10i MEMI :11 g provide one test and! one production Cartegraph will provide template data load service through standard documents for data populations. import/export functionality. Once data is populated by your staff, Cartegraph will load the data into your test or production OMS environment, Data, loads may include data such as; • Parent -level asset records • Asset location (spatial x/y) attriibuiltes, • Parent level resource (Labor, Equipment Material, Vendor) records * Resource Rate (Labor, Equipment, Material records * Standard system libraries .. .. ....... - — . . ..... ' . .. . .. .. ........... provide one test and one production Historical data to convert wil�l include: 0 custom data conversion service for your historical data. Hansen data related to: Assets, Work History, Inspection History data loadservice through standard import/expo,rt functionality, For this custom, data conversion service Cartegraph will provide 0 A review of the historical data aloing with recommendations for OMS best fit. 0 A field map workshop, which willi identify where and how historical data will appear within OMS. 0 A test conversion service to facilitate data conversion validation and testing •One revision of the fields map used for the test conversion service. • A production conversion service utilizing the finial, approved field map, All, data must be accessible to Cartegraph, from a SQL DB, SOL View', Access DB or C on i ma Deli mite d File 79 Cart6graph E E I . . . . ..................... i .................. MIMMUNME MIN Cartegraph will provide the following lin the event that additional or alternative standard, uni-directional (one-way) functionality is desired, Cartegraph i can integration service between Rockwell provide an update to the scope and cost, andl Cartegraph. The standard integration includes the following: 9 Cartegraph will provide the following integration points. Retrieve specified alarm logs and trigger a Task creation upon receipt of a new log entry, Retrieve specified asset usage log data, andl associate logs to the corresponding asset to support standard OMS preventative U) maintenance trigger and C schedulirngi functionality, o Cartegraph Will provide an error log capability to easily identify potential integration issues, a Cartegraph will provide a customer - configurable firne interval to manage integration frequency, Assumptions a The integration will include up to 12 fields (in the same Cartegraph recordset). e Customer staff willbe responsible for populating required Tag values used to support integration triggers, # Ali data must be accessiblIe to the Cartegraph service form an SQL DB, SQL View, comma -Delimited file, ............ ----- --- �00 9M E 11 11110''VHI,ffi'E�M 1711101,1 �I � 1� provide installation and training on Asset types include: asset types o Transportation (7) Pavement, Sign, Marking, Support, Light Fixture, Bridge, Guardrail, • Parks & Recreation (1 g} Park, Playground, Athletic Space, Bench, Fence, Landscape Area, Park Amenity, Park Structure, Playground Equipment, Ln W Tree, • Facilities (7) Faclfities, electrical Generators, Facility fighting, Fire Protection, HVAC Equipment, Plumbingi Fixtures, Roofing! Systems. Cartegraph will provide all services remotely via audio, video, and web conferences unless otherwise noted. ral Implementation of any custom Modifications or integration developed by modification or integration Cartegraph, your internal staff, or any third- party is not included unless specifically listed in project scope. Data conversion services -- — --- . . . ........... . ... . . ........................ ...... This applies to other software systems) (including Cartegraph Navigator databases) WX . .......... . . . ...... . ...................... . ......... ....... unless specifically listed in project scope. . ...... ....... . ............................ . . . ... ........ Any service items discussed during demonstrations, conference calls, or . . ............. other events . . . ............. . ................................ I . . .. . ............. . . -- . ............ . ...... .................. . . ... . .............. . .. . ...... ...... . ... - ------ ------ - --- ral Attachment E — Pricing Estimate The Village of Mount Prospect Enterprise Asset Management Pricing Estimates, on -Premises 1. Software Licensing 2. Implementation Cost: $61,150 2. Implementation Cost: 2b. Installation 2a. Training and Travel Expenses $63,305 2b. Installation $10,000 (+$10,000 annual support) 2c. Data Conversion (all assets, work orders, $19,775 inspections, service requests from Hansen to new system) 3. Annual Cost Year One $154,230 Year Two $61,150 Year Three $61,150 Total Three Years: $276,530 Pricing Estimates, Hosted/Software-as-a-Service 1. Software Licensing $61,150 2. Implementation Cost: 2a. Training and Travel Expenses $63,305 2b. Installation INCLUDED 2c. Data Conversion (all assets, work orders, $19,775 inspections, service requests from Hansen to new system)