HomeMy WebLinkAboutR-01-1143J-01-879
9/25/01
RESOLUTION NO. 1. IL A .)
A RESOLUTION OF THE MIAMI CITY COMMISSION, BY A
FOUR-FIFTHS (4/5TH3) AFFIRMATIVE VOTE, RATIFYING,
APPROVING, AND CONFIRMING THE CITY MANAGER'S
FINDING OF AN EMERGENCY, AND APPROVING THE
ACQUISITION OF MP2 ENTERPRISE SQL COMPUTERIZED
MAINTENANCE MANAGEMENT SYSTEM SOFTWARE, WITH
ONE-YEAR ANNUAL SUPPORT AND MAINTENANCE
OPTION AND IMPLEMENTATION SERVICES FOR THE
DEPARTMENT OF GENERAL SERVICES ADMINISTRATION FROM
DATASTREAM SYSTEMS, INC., UNDER EXISTING CITY OF
DES MOINES, IOWA WASTEWATER RECLAMATION FACILITY
RFP NO. 01-2001-021 AND PROFESSIONAL SERVICES
AGREEMENT NO. 20808, AND ANY EXTENSIONS, IN THE
AMOUNT OF $110,215 AND A CONTINGENCY RESERVE
IN THE AMOUNT OF $30,000, FOR A TOTAL AMOUNT
NOT TO EXCEED $140,215; ALLOCATING FUNDS FROM
GENERAL SERVICES ADMINISTRATION, ACCOUNT CODE
NOS. 504000.420119.6.840(FY 00-01) IN THE AMOUNT
OF $121,804.77 AND 506000.420601.6.840(FY 00-01)
IN THE AMOUNT OF $18,410.23.
BE IT RESOLVED BY THE COMMISSION OF THE CITY OF MIAMI,
FLORIDA:
Section 1. By a fourth -fifths (4/stns) affirmative vote
of the members of the City Commission, the City Manager's finding
of an emergency and approving the acquisition of MP2 Enterprise
SQL Computerized Maintenance Management System software, with
one-year annual support and maintenance option and implementation
services for the Department of General Services Administration
from Datastream Systems, Inc., under existing City of Des Moines,
METING OF
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Iowa Wastewater Reclamation Facility RFP No. 012001-021 and
Professional Services Agreement No. 20808, and any extensions, in
the amount of $110,215 and a contingency reserve in the amount of
$30,000, for a total amount not to exceed $140,215, is ratified,
approved and confirmed, with funds allocated from General
Services Administration, Account Code Nos. 504000.420119.6.840(FY
00-01) in the amount of $121,804.77 and 506000. 420601. 6.840(FY
00-01) in the amount of $18,410.23.
Section 2. This Resolution shall become effective
immediately upon its adoption and signature of the Mayor. I/
PASSED AND ADOPTED this 25th day of October , 2001.
JOE CAROLLO, MAYOR
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ATTEST:
�N ' r J o0m an, City Cie*
WALTER J. FOEMAN
CITY CLERK
APPRO D AS)TO F6RM AND CORRECTNESS%
DR0 V LARELLO
>CIWTYATTTTORNEY
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li If the Mayor does not sign this Resolution, it shall become effective at
the end of ten calendar days from the date it was passed and adopted.
If the Mayor vetoes this Resolution, it shall. become effective
immediately upon override of the veto by the City Commission.
Page 2 of 2 _ `
• 20CITY OF MIAMI, FLORIDA
INTER -OFFICE MEMORANDUM
TO
The Honorable Mayor and Members
of the City Commission
11, �_V*A
FROM Carlos A. imenez
DATE: 0k" { _ 9 FILE
LU I
SUBJECT:
REFERENCES:
Resolution Ratifying City
Manager's Action
City Manager Emergency Purchase of
ENCLOSURES: Computerized Maintenance
Management System
RECOMMENDATION
It is respectfully recommended that the City Commission adopt the attached Resolution, by a 4/5ths
affirmative vote, ratifying, approving and confirming the City Manager's finding and
recommendation to proceed, on an emergency basis, to purchase a Computerized Maintenance
Management System (CMMS) called MP2 Enterprise SQL Software, with one (1) year Annual
Support and Maintenance Option, and Implementation Services, from Datastream Systems, Inc.
(Non-Local/Non-Minority vendor), utilizing an existing City of Des Moines, Iowa, "Des Moines
Metropolitan Wastewater Reclamation Facility", RFP No. 01-2001-021 and Professional Service
Agreement No. 20808, in the amount of $110,215 and a contingency reserve in the amount of
$30,000, for a total amount not to exceed $140,215, for the Department of General Services
Administration. Funds are available from the Department of General Services Administration,
Account Code Nos. 504000.420119.6,840 ($121,804.77/FY00-01) and 506000.420601.6.840
($18,410.23/FY00-01).
BACKGROUND
The Department of General Services Administration ("G.S.A.") has set a goal, which is reflected
in the FY 2002 Budget Request, to improve the internal service support by reducing turn -around
time of services provided to City departments, so they in turn can provide better services to the
citizens of Miami.
In order to reach this goal, the first objective was to identify, access and purchase a
Computerized Maintenance Management System ("CMMS") for G.S.A.'s Property Maintenance,
MRC Facility and Communication Divisions. The CMMS product would replace the existing
interim Property Maintenance Work Order System that stored limited data and had no true
monitoring, statistical, or reporting capability.
The Department was searching for a CMMS product that provided an open, user-friendly, easily
expandable system in a client/server environment, a system that increased equipment
availability, reduced inventory costs, reduced downtime, predicted maintenance work
(Preventive Maintenance), created detailed profiles of all assets, provided access to various
reports and graphs to guide managerial decision-making, captured FEMA work orders for
auditing purposes, inventory control, and many other -functions that could be used by G.S.A. and
other operational departments. 61'
The Honorable Mayor and Members
of the City Commission
Page 2 of 2
The Department of General Services Administration surveyed various jurisdictions, including
Miami -Dade County, City of Boca Raton and City of Miami Beach, in an effort to research
available software that might meet the department's needs. Based on the research performed
by G.S.A., the Vendors List provided by the Department of Informational Technology, Arthur
Andersen, LLP Consultant's March 7, 2001 Report and a GartnerGroup Report, the Datastream
Systems, Inc. - MP2 product was identified and highly recommended.
Datastream's MP2 Enterprise SQL provides a comprehensive, flexible product and a platform
that facilitates migration to a larger enterprise environment should the City of Miami which to
do so. The Department of General Services Administration was able to identify an existing City
of Des Moines, Iowa, RFP No. 01-2001-021 and Professional Service Agreement No. 20808 for
the purchase of the MP2 Enterprise SQL product that met the department's functional
requirements. In an effort to utilize available FY 2001 funds and to utilize the discounted
pricing, based on the terms and conditions of this piggyback contract, whose prices would be
voided as of July 31, 2001, an emergency purchase request was submitted.
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Proposal to The CiiAoDes Moines Wastewater Reclamation Olity for a CMMS Solution q, .
Facilities Management Interface (FMI)
The Facilities Management Interface (FMI) contains functions used by MP2 Explorer and other Computer.
Aided Facilities Management products. These interfaces allow interaction: with MP2 through a pictorial
schematic of a building or plant. Users can view many types of MP2 data including overdue work orders,
cumulative costs, and spares information for locations or equipment in the drawing.
Human Resource interface (HRI)
The Human Resource Interface (HRI) consists of transaction queues that allow users to transfer
information between MP2 and a human resource application. A great deal of data can be securely
imported into MP2 from an external human resource application including the following.
-Name *Employee code *Address and phone number *E-mail address *Pager number •Social security
number *Hire date, raise date, and seniority -Wage rates *Department *Cost center -Supervisor *Notes
HRI in MP2 version 6.0 is implemented using a set of tables, views, and server procedures. These API's
can be accessed through common data access tools such as ODBC or PUSOL.
0 Additional information is available upon request and signature of a non -disclosure agreement.
Proposal to The Ci4*es Moines Wastewater Reclamation Aity for a CMMS Solution ryRF
Appendix: Interface Capabilities
MOSiA is the means by which MP2 shares information and functionally integrates with other packages. It
includes Application Programming interfaces (API), which can be used to integrate with financial software,
plant floor interfaces (PFI), information subscription services and many other software systems.' The format of
these interfaces includes inbound/outbound queues (data tables) and OLE automation components.
The four components of Datastream's business integration software, MOSIA, are summarized in the following
narrative.
MP2 Financial Interface (MFI)
The MP2 Financial Interface (MFI) allows MP2 to share information with external financial applications
such as Oracle, SAP, and JD Edwards. Using the MFI to share information has a number of business
advantages including the following.
•Eliminates duplicate data entry -Ensures data integrity *Makes data sharing transparent -Automates
maintenance -related financial data updates -Centralizes purchasing and receiving eSynchronizes
distributed maintenance information
MFI also has a general ledger accounts mapping mechanism that associates and validates GL accounts
for records exported through outbound queues to other business applications.
Plant Floor Interface (PFI)
The Plant Floor Interface (PFI) enables users to enter task, work order, predictive maintenance, and
equipment meter information without having to directly access MP2's database tables. Available functions
allow the creation, population, and deletion of MP2 database information that may be required by
automatic machine -monitoring equipment.
Datastream has chosen to use an API instead of direct database access through ODBC for a number of
reasons including the following.
*The PFI API automatically populates data for certain key fields. For example, when a new work order
specifies a task number, the API automatically fills in the related equipment items, required parts,
attachments, and required crafts. *API calls for database access also abstract the database structure.
Field positions, field names, or table names can change throughout the life span of the MP2 product.
Because coding for the MMI allows abstract numeric identifiers to be used for tables and fields, the
application interface code does not require modification if the structures that the identifiers represent
change.
Proposal to The Citysbes Moines Wastewater Reclamation Aty for a CMMS Solution wRF
a
Network architecture
Database migration (if from other existing maintenance database)
Installation of converted data (if applicable)
MP2 Enterprise Integration
MP2 Enterprise server / client setup
Database Validation
' Outline for MP2 CMMS SOP
Database Implementation
Database development
CMMS Training
Datastream Project Management
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Proposal to The Citytbes Moines Wastewater Reclamation Aty for a CMMS Solution >R7tF'
Preventive maintenance
i Hardware and Software Assessment
Network(s)
Servers
Interviews with facility system administrators and MIS management
Workstations
Current CM1NS assessment
Current software program(s) in operation
MP2 assessment (if applicable)
Computer / software skill levels
Management
End users (maintenance staff, admin)
■ Sample Implementation Plan, Major Points
Customer resource evaluation
Discussion of integration with other systems, including financial applications
Management goals
Return On Investment (ROI) analysis
How can MP2 improve your bottom line?
Datastream Professional Services
Project definition and scope
Milestone development
Management goals assessment
Future trends in PM versus corrective maintenance
Reduction of total inventory value on hand
Increase in production
Decrease critical equipment downtime
Increase maintenance staff productivity
Hardware/Software
Software selection
Operating platform
Anticipated database volume
Estimated database growth
Hardware selection
Server
Client workstations
Proposal to The CADes Moines Wastewater Reclamation Isility for a CMMS Solution ryRp
Secondary equipment
Support equipment
Facilities equipment
Equipment information
Electronic data
Database accuracy
Paper records
Downtime analysis
Inventory
Electronic data
Database accuracy
Paper records
Inventory personnel interviews
Storeroom assessment
Physical inventory procedures
Material transactions
Financial review
Plant Requisitioning / Purchasing procedures
Receiving / AP's evaluation
Vendor relationships
Stockout trends
Preventive maintenance
Proactive PM evaluation
Procedures
Tracking
PM database
Corrective maintenance
Procedures
Tracking
Corrective Maintenance Database
Maintenance reporting
Labor
Equipment
Inventory '
Downtime '
Work orders
Proposal to The City Res Moines Wastewater Reclamation Fatty for a CMMS Solution ryRF
Appendix: Site Assessment
Datastream Systems, Inc. offers a service structured to provide clients with an accurate analysis of how their
Computerized Maintenance Management System is currently functioning, and possible options to improve its
performance.
Overview'
The Site Assessment is conducted at your facility by one of Datastream's Project Consultants. The objective
of the assessment is to determine the resource requirements to implement the appropriate Datastream
software tool in the your facility's individual operating environment. The Project Consultant will evaluate
current maintenance management operations and any existing Computerized Maintenance Management
System. Also, current hardware and other software packages will be assessed to determine what
compatibility issues may arise during the implementation.
In addition, Datastream will evaluate integration issues with respect to current operating systems and the
potential for implementing financial application packages. These discussions will be structured to
accommodate the current and future operating objectives established for the project. In addition, Datastream
will develop integration options, methodologies for pursuing integration within your environment, and cost
estimates that will provide a basis for funding.
The resulting product is a written report that details the findings of the assessment - delivered to you following
the on site visit by the Project Consultant. The report will contain a project implementation plan that will
include a project Gantt chart and other various flow charts that summarize your current and recommended
Standard Operating Procedures,
COST
The site assessment will be custom tailored to meet your objectives. The time required on-site to complete
an assessment is usually between two and four days, followed by one or two days of report preparation.
Additional days may be necessary for multiple sites.
Services Offered
Below is a sample task list of a typical assessment conducted by Datastream. Depending on the facility,
some of the maintenance system evaluations may not apply and will not be covered. The bulk of the
assessment will be in analyzing your Maintenance Operation in fight of the objectives established by
management.
a Introductions
■ Management Overview and Determination of Objectives (includes topics such as integration
with other systems, like financial applications packages and existing software)
■ Facility Tour
■ Maintenance Operations Assessment
Maintenance organization assessment
Maintenance supervisors interviews
Employee interviews
Computerized Maintenance Management System evaluation (MP2 or other)
Equipment
Primary equipment
Proposal to The Citywes Moines Wastewater Reclamation Fity for a CMMS Solution W1eF
Warranty: Due to the custom nature of technical support services, Datastream makes no warranty or
representation with respect to those services. Any implied warranty of merchantability or fitness for a
particular purpose in connection with those services is expressly excluded. Datastream also disclaims any
liability for special, incidental, or consequential damages (including loss of profits) arising from those
services, even if the possibility of such damages has been brought to Datastream's attention. No warranty
is made with respect to Datastream software except as specifically provided in the applicable License
Agreement for the particular software.
■ Additional Services Datastream File/Server products are designed to be installed by the end user,
while Client/Server products require professional installation. If assistance is necessary or required, a
Datastream Applications Engineering Department representative will provide on-site assistance at an
additional cost to the end user.
■ Support Terms: Customers have the option to maintain their Technical Support (TechSupport)
subscription. When subscribing to TechSupport, the user must agree to and accept the terms of the
Datastream TechSupport Subscription. TechSupport subscriptions automatically renew unless the
customer notifies Datastream in writing sixty (60) days prior to the expiration of each annual period.
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Proposal to The 041y es Moines Wastewater Reclamation 01ity for a CMMS Solution WRF
■ Dedicated Technical Representative: Customers subscribing to this service have access to a dedicated
technical representative on a scheduled basis who provides assistance, real time, during upgrade and
patch procedures via telephone, modem, or Internet.
• Problem Reporting. If the customer finds a problem in the software, Datastream provides a status
update within 48 hours of confirmation by Datastream Technical Support. These issues are submitted to
the Development Division and scheduled for resolution. Datastream makes available to the customer any
possible work -around.
If the problem is unique to the customer's needs and the solution represents an enhancement to the
product, the customer may elect to have this enhancement provided through custom programming.
Custom programming provided by Datastream is not included as part of this agreement and is quoted
separately.
Platinum Pius TechSupport
Platinum Plus TechSupport provides all features of Bronze and Platinum, and any of the listed
support tools of the customer's choosing. In addition to the Platinum TechSupport fee, the following
options are $5000 each. Platinum Plus requires a signed contract
• Dedicated Telephone Line: Datastream provides a priority extension direct to the dedicated Platinum
analyst. This ensures that the call receives top priority.
■ Dedicated Pager. Datastream provides a 24-hour priority paging system.
■ On-site Support Visits: Datastream provides on-site support visits to the customer's facility. The
customer is required to pay for travel expenses. The limit is four days and not to exceed two visits.
Services for on-site support visits include:
0 MP2 upgrades
1 System check
2 Post site report — Document detailing services provided during on-site visit
Terms of TechSupport
The services and programs outlined in this TechSupport policy will be rendered under the following
provisions:
Scope of Support Datastream supports its products within the boundaries of, but not including, the
operating system. Updates might include revised programs, data conversion programs, bug fixes, or
product improvements. All of the previously mentioned update services are for same -platform oriented
changes. Updates will not include non -Datastream software, or changes in operating systems or
databases (platforms). Changes in platforms may be made available for separate cost. The scope of
support services will be defined in the applicable written support agreement with Datastream.
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Proposal to The Citya!Des Moines Wastewater Reclamation Aity for a CMMS Solution e
■ Service Level Requirements: Calls are returned according to these guidelines:
0 Critical -1 hour or less. Critical priority problems include those where the M132 Server is down.
1 High - 2 hours or less. High priority problems include those where one or more MP2
workstations are down.
2 Medium - 4 hours or less. Medium priority problems include those related to one user and/or
errors that directly affect the functions essential for day-to-day operations.
3 Low -- 24 hours or less. Low priority problems include those where the customer's core
business is not affected, and/or the problem is not occurring often or regularly, and/or the
customer reasonably considers the problem low priority.
Platinum TechSupport
Datastream provides the following additional services to customers who choose to pay more for the
advanced level of TechSupport Cost for this service is 40% of the current published list price of the
software. A signed contract is required.
• Dedicated Senior Level Technical Support Representative: Datastream assigns a senior support
analyst to manage customer accounts and notify the customers of the assignment and any future
changes to the assignment. This senior support analyst coordinates fixes and Maintenance Release
updates as they are made available by Datastream.
■ Rapid Call-in Response: A primary dedicated analyst is available from 8:00am-5:00pm EST. Calls
received after 5:00pm are routed to a voice mailbox that automatically routes to an on-call analyst.
■ Monthly Report Datastream provides a list of calls as well as a list of defects reported and their current
status. Datastream determines the report date tar that time period.
■ Weekly Contact: Datastream proactively calls the customer each week.
■ Remote Access: During standard support activities and upgrade activities, Datastream maintains the
ability to dial into the customer's system via modem or Internet as part of the troubleshooting process.
■ Quarterly Data Storage: Datastream retains a data set to be used for troubleshooting purposes. The
customer provides updates to Datastream. This is limited to one database per license and is not intended
as a backup service.
a Service Level Requirements: Calls are returned according to the following guidelines:
0 Critical - 30 minutes or less. Critical priority problems include those where the MP2 Server
is down. '
1 High - 90 minutes or less. High priority problems include those where one or more MP2
workstations are down.
2 Medium - 4 hours or less. Medium priority problems include those related to one user
and/or errors that directly affect the functions essential for day-to-day operations.
3 Low - 8 hours or fess. Low priority problems include those where customer's care business
is not affected, and/or the problem is not occurring often or regularly, and/or customer
reasonably considers the problem low priority. - T
Proposal to The City lbes Moines Wastewater Reclamation Flity for a CMMS Solution rR'RF
Appendix: Technical Support Policy
Datastream Systems, Inc. (Datastream) offers technical support subscriptions to customers who choose the
MP2® Enterprise ClienttServer product solution. Datastream provides four levels of MP2 Client/Server (SQL—
or Oracl6lm database) TechSupport:
■ Bronze
■ Platinum
■ Platinum Plus
The following TechSupport policy includes a description of each level of TechSupport and its associated
price.
Bronze TechSupport
patastream provides the following services as part of its standard Client(Server technical support
agreement. The cost is 18% of the current published list price of the software for the first year and
25% for renewals.
■ Telephone Support Toll-free telephone support is available 24 hours a day, 7 days a week, excluding
holidays. Datastream's support telephone number is 800-365-6775. The technical support fax number is
864-422-5233.
• Remote Support {Meeting Center}: Datastream's technical support representatives access the
customer's computer system via a web address for problem diagnosis and correction. The customer must
have access to the Internet before this service can be applied.
■ Software Updates: Supported customers are eligible to receive all software updates containing
enhancements and denoted by an .x version number change (e.g.. 6.0 to 6.1). Updates include problem
corrections or product enhancements. Customers may request these by visiting our website. Some
updates may require integration. If custom work is involved, customers need to contact the Datastream
Custom Department prior to upgrading their software.
• Internet Access to Technical Support. Questions about Datastream software maybe submitted via
email to support@dstm.com. Customers can use Datastream's website, www.dstm.com, to access
product information and the company newsletter and to request product enhancements.
• Online Datastream Web Analyst This web -based diagnostic toot is available via the Datastream
website at www.dstm.com. This utility allows users to self diagnose problems using a decision tree based
on the Datastream support knowledge base. Support incidents may also be created through this utility.
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Proposal to The Citywes Moines Wastewater Reclamation Felty for a CMMS Solution e
Schedule 3
Order Form
General Information
Agreement Number:
Execution date:
Licensee Name
Licensee Address:
Executive Contact:
Installation Specifics
Database Servers or Stand Alone Clients:
Datastream agrees to license the software for server(s) with concurrent users in the site:
specified in this schedule. The server and client code may only be used at sites included in this schedule.
Sites:
DBOS: Oracle or Microsoft SOL Server Supported Environment.
Client workstations: Windows NT based or Windows 95 based CPU's at recommended operating speed.
Total Number of Authorized
Concurrent Users per site:
Sites: 1
License Fee: Appendix A
Annual Support Fee Appendix A
Payment Terms Standard, Net 15
End of Agreement
Proposal to The City &s Moines Wastewater Reclamation Fatty for a CMMS Solution WRF
Schedule 2
Required Equipment and Software
A. Licensed Software: MP2 Enterprise: Version
B. Server: Oracle or Microsoft SOL Server Supported Processor and operating environment.
C. Operating System: Oracle or MS SOL Supported RDBMS (Licensee must purchase)
D. Database: Oracle or MS SOL Server (Licensee must purchase)
E. Client: Recommended Processor (Intel-based, Pentium, 133 Mhz or greater with 32 megabytes of Ram)
F. Operating systems (one of the following)
1. Windows 95 (Licensee must purchase for each client)
2. Windows NT Workstation (Licensee must purchase for each client)
G. Operating Equipment (Licensee must purchase licenses)
1. Fax gateway if outside faxing is desired
2. MAPF, VIM or SMTP/POPS complaint E -Mail if RequestLink product is used.
H. Network: Any windows -Supported Network
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Proposal to The Citywes Moines Wastewater Reclamation Oity for a CMMS Solution e
Schedule i
Maintenance and product Support
Upon payment of the annual support fees in this Agreement, Licensor will provide the following Support
Services for the Licensed Software. Licensor includes thirty (30) days of support with the purchase of the
Licensed Software package.
I. Support Services
A. Unlimited Telephone or Facsimile Support
The hours of operation are 24 hours per day, excluding holidays. Licensee shall appoint up to four (4)
individuals within Licensee's organization to serve as the primary contact between Licensee and Licensor and
to receive support through the telephone support center. Licensor shall designate a specific Technical
Support representative as the key contact for the Licensee's organization.
B. Software Updates and Upgrades
Licensor shall provide to Licensee without additional charge, all Updates to the Licensed Software (including
related documentation) commercially released by Licensor during the term of the maintenance agreement.
C. Newsletters
Licensor shall provide Licensee with Datastream Newsletters. General information about Licensor, its
products and users is typically included in Licensor newsletters.
D. Remote Diagnostics
Licensee shall provide Licensor with the necessary remote to the Licensee's designated CPU so that Licensor
may provide remote dial support services.
II. Support f=ees
A. Licensee agrees to pay Licensor the maintenance fees as specified on Appendix A for the first year of
maintenance. Thereafter, if Licensee elects to receive maintenance, Licensee shall pay maintenance
fees in accordance to Licensor's then current maintenance pricing schedules.
B. If Licensee elects to receive maintenance service after a lapse of coverage, Licensee shall pay Licensor
for the period of time in which maintenance coverage lapseb, plus one full year. In no event shall Licensor
be responsible for providing maintenance services for a period during which maintenance coverage
lapsed.
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Proposal to The Cityl Des Moines Wastewater Reclamation 011ity for a CMMS Solution WRF
(AAA) commercial Arbitration Rules with Expedited Procedures in effect on the date hereof, as modified
by this Agreement. There shall be one arbitrator selected by the parties within seven (7) days of the
arbitration demand or, 9 not, pursuant to the AAA Rules, who shall be an attorney with at least fifteen (15)
years commercial law experience. Any Issue about whether a claim is covered by this Agreement shall
be determined by the arbitrator. At the request of either parry made not later than seventy-five (75) days
after the arbitration demand, the parties agree to submit the dispute to non-binding mediation, which shall
not delay the arbitration hearing date. There shall be no substantive motions or discovery, except the
arbitrator small authorize such discovery as may be necessary to ensure a fair private meeting, which
shall be held within one hundred twenty (120) days of the demand and concluded within three (3) days,
These time limits are not jurisdictional. The arbitrator shall apply substantive law and may award
injunctive relief or any other remedy available from a judge, including attorney fees and costs to the
prevailing party, but shall not have the power to award punitive damages. In addition, any award shall be
subject to the limitations of warranties and remedies set forth in Section 8.
(n) On the Licensor's request, no more frequently than annually, Licensee shall furnish Licensor with a
signed certification (i) verifying that the Licensed Software is being used and pursuant to the terms of this
Agreement, including any user limitations and (ii) listing the locations which the Licensed Software is
being used. Licensee agrees to grant Licensor reasonable access to Licensee's site, upon prior notice
during normal business hours to audit the use of the Licensed Software.
Signature Page
Licensee Signature:
By:
Name:
Title:
Date:
Licensor Signature:
Datastream Systems, Inc.
By:
Name:
Title:
Date:
Proposal to The City *es Moines Wastewater Reclamation Aty for a CMMS Solution e
(e) If any provision of this Agreement is invalid under any applicable statute or rule of taw, it is to that extent
to be deemed omitted. The remainder of the Agreement shall be valid and enforceable to the maximum
extent possible.
(f) Licensee may not assign or sub -license, without the prior written consent of Licensor, its rights, duties, or
obligations under this Agreement to any person or entity, in whole or in part, provided, however, that this
Agreement may be assigned by Licensee without the consent of Licensor to a purchaser of all or
substantially all of the assets or outstanding capital stock of Licensee, or Its parent corporation or other
corporation controlled by its parent corporation, whether by merger, consolidation, or otherwise, or its
majority owned subsidiary. Any authorized transferee or assignee of the Licensed Software or this
Agreement shall be bound by and subject to all of the terms and provisions of this Agreement.
(g) The waiver or failure of either party to exercise in any respect any right provided for in this Agreement
shall not be deemed a waiver of any further right under this Agreement.
(h) This Agreement may be executed in two or more counterparts, each of which shall be deemed to be an
original and each of which together shall constitute a single instrument.
(i) Neither party shall be responsible for failure to perform in a timely manner under this Agreement when its
failure results from any of the following causes; Acts of God or public enemies, civil war, insurrection or
riot, fire, explosion, earthquake or serious accident, strike, labor trouble or work interruption or any cause
beyond its reasonable control.
(j} Licensee agrees to comply with all export and re-export restrictions and regulations ("Export
Restrictions") imposed by the government of the United States. Licensee will not commit any act or
omission, which will result in a breach of any such Export Restrictions. Licensee agrees that it will
comply in all respects with any government laws, orders or other restrictions on the export of the
Licensed Software (and related information and documentation), which may be imposed from time to time
by the governments of the United States and Canada ("Export Requirements"). Licensee will take all
actions, which may be reasonably necessary to assure that it does not contravene the Export
requirements. This section shall survive the expiration or termination of this Agreement.
(k) For purposes of this Agreement, Licensee is not an agent of Licensor, and Licensee has no express or
implied authority to act on behalf of, or make any representations whatsoever on behalf of, Licensor,
Licensor has no right to control any activities of Licensee outside the terms of this Agreement. Licensor
- is an independent contractor and neither party shall have the power or authority to bind the other party to
any contract or obligation.
(1) Licensee agrees to allow Licensor to use Licensee's name, as well as disclose terms of this Agreement,
in press releases, customer lists, regulatory filings and/or marketing materials. In addition, Licensee
agrees to allow Licensor to add Licensee as a reference site and Licensee will allow reasonable access
to its site in order to allow Licensor to demonstrate to a potential customer, Licensee's installed Licensed
Software. Such access shall be with prior notice and only during a convenient time for Licensee and shall
not exceed two (2) site visits per year. -
(m) Any claim between the parties, under this Agreement or otherwise shall be determined by arbitration in
an agreed upon neutral site or in Greenville, South Carolioa under the American Arbitration Association
Proposal to The City ftes Moines Wastewater Reclamation Aty for a CMMS SolutionF
(f) Termination shall not relieve Licensee from its obligations for payments due as of the date of termination.
Termination of the license shall be in addition to, and not in lieu of, any other remedies available to
Licensor.
12. Infringement Indemnity
Licensor, at its own expense, will indemnify and defend any action brought against Licensee to the extent that
it is based ori a claim that the Licensed Software or any Update of the Licensed Software used within the
scope of this Agreement and in accordance with the Documentation infringes any United States patent or
copyright provided that Licensor is promptly notified in writing of such claim. Licensor shall have the right to
control the defense of all such claims, lawsuits, and other proceedings. In no event shall Licensee settle any
such claim, lawsuit, or proceeding without Licensor's prior written approval. Licensor shall have no liability for
any claim under this section if a claim for a United States patent or copyright infringement is based on the use
of a superseded or altered version of the Licensed Software if such infringement would have been avoided by
use of the latest unaltered version of the Licensed Software available as an update, or in the event such claim
Is based upon any modification or enhancement to the Licensed Software made by Licensee or Authorized
Users. In the event a third party infringement claim is sustained in a final judgment from which no further
appeal is taken or possible, or if Licensee's use of the Licensed Software is enjoined by a court, then Licensor
shall, in its sole election and at its expense either (i) procure for Licensee the right to continue to use the:
Licensed Software pursuant to this Agreement; (ii) replace or modify the Licensed Software to make it none
infringing: or (iii) terminate this Agreement and refund to Licensee the full value of the Licensed Software.
Licensor shall have no other liability or obligation to Licensee except as expressly set forth above.
13. Miscellaneous
(a) Each party acknowledges that it has read this Agreement and the schedules and Appendix A, attached
to this Agreement, understands them, and agrees to be bound by their terms, and further agrees that
they are the complete and exclusive of the agreement between the parties which supersedes and merges
all prior proposals, understandings, and all other agreements, oral and written, between the parties
relating to the subject matter of this Agreement, including without limitation the terms of any Licensee
request for proposal or Licensor response or the standard terms on any Licensee purchase order. This
Agreement may not be modified or altered except by written instrument duly executed by both parties.
(b) Any notice or other communication required or permitted in this Agreement shall be deemed to have
been duly given on the day of service if served personally or by facsimile transmission with confirmation,
or three (3) days after mailing if mailed First Class mail, registered or certified, postage prepaid, and
- addressed to the respective parties at the addresses set forth above, or at such other addresses as may
be specified by either party pursuant to the terms and provisions of this paragraph.
(c) This Agreement and performance under this Agreement shall be governed by the laws of the State of
South Carolina.
(d) No action, regardless of form, arising out of this Agreement may be brought by either party more than two
years after the cause of action has arisen.
Proposal to The Citywes Moines Wastewater Reclamation Feity for a CMMS Solution
shall be destroyed. Licensor may provide optional training or assistance relating to such Updates at its
then current rates. Licensee may license Upgrades separately In accordance with the then available
Upgrade pricing, subject to Schedule 1, paragraph I(b). Licensor may make available computer
programs which are compatible with the Licensed Software and which supplement the Licensed
Software, but which (i) contain material new features andlor programs not included in Updates of the
Licensed Software, (iii) may be priced and offered separately as optional additions to the Licensed
Software and (ill) are not made generally available to Licensor's similarly situated customers without
separate charges ("Supplements"). SUPPLEMENTS ARE NOT LICENSED UNDER THE TERMS OF
THIS AGREEMENT OR ANY MAINTENANCE AGREEMENT.
10. Taxes
Licensee shall, besides other amounts payable under this Agreement pay all local, state, and federal sales
taxes levied or imposed by reason of the sales transactions contemplated in this Agreement. The taxes
mentioned above only relate to sales, or tariff oriented taxes. Licensee shall promptly pay to Licensor any
such taxes actually paid or required to be collected or paid by Licensor.
11. Term, Default and Termination
(a) This Agreement is effective from the date of its execution until terminated by either party as provided
herein.
(b) In the event Licensee defaults under a material obligation, Licensor may, at its option, terminate this
Agreement and revoke the license granted herein. A material obligation of Licensee shall include, but is
not limited to, those obligations outlined in Sections 2, 3, 4, 5, 6, 10, 13(f) and 130) of this Agreement.
(c) Upon termination of this Agreement pursuant to Section 11'(b) above, the license granted under this
Agreement to use the Licensed Software is immediately revoked and Licensee shall, within ten (10)
business days after the termination of this Agreement, return to Licensor all copies of the Licensed
Software, Updates and Documentation in Licensee's possession, including all copies of the Licensed
Software, Updates and Documentation under the supervision and control of Licensee and Authorized
Users. In the alternative, upon the request of Licensor, Licensee shall destroy all such copies of the
Licensed Software, Updates and Documentation and certify in writing that such materials have been
destroyed.
(d) Except as provided in Section 11(b) and 11(c) above, in the event either party defaults in any obligation
under this Agreement, the non -defaulting party shall give written notice of such default to the defaulting
party. In the event the defaulting party has not cured the default within thirty (30) days from the date of the
notice of default, the non -defaulting party shall have the right to terminate this Agreement.
(e) TERMINATION SHALL NOT RELIEVE LICENSEE AND AUTHORIZED USERS OF THEIR
OBLIGATIONS REGARDING THE CONFIDENTIALITY. OF CONFINDENTIAL INFORMATION,
LICENSED SOFTWARE, UPDATES AND DOCUMENTATION.
Proposal to The Citykes Moines Wastewater Reclamation Stlity for a CMMS Solution
(e) ALL OTHER EXPRESS OR IMPLIED WARRANTIES INCLUDING WARRANTIES OF
MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, ARE EXPRESSLY DISCLAIMED
AND EXCLUDED. The warranties contained in this section are made in lieu of all other express or
implied warranties, whether oral or written. Only an authorized officer of the Licensor may make
modifications to this warranty or additional warranties binding on the Licensor, and such modifications or
additional warranties must be in writing.
S. Limitation of Remedies
(a) Except as provided in Section 12 of this Agreement, Licensor's entire liability and Licensee's exclusive
remedy for breach of Licensor's warranty obligations in Section 7 or under this Agreement shall be (1) in
the case of defects in media the replacement by Licensor of any magnetic media or Documentation not
meeting Licensor's Limited Warranty, and (ii) in case of any nonconformity or defect in the Licensed
Software, Licensor shall use commercially reasonable efforts to provide maintenance modifications or
fixes with respect to any such error in a timely manner or at its option replace the Licensed Software.
Licensor, however, shall not be obligated to correct, cure or otherwise remedy any error or defect in the
Licensed Software resulting from any (i) modification of the Licensed Software, (ii) misuse or damage of
the Licensed Software or (iii) failure of Licensee to notify Licensor of the existence and nature of such
nonconformity or defect promptly upon its discovery.
(b) LICENSOR DISCLAIMS ANY AND ALL LIABILITY FOR SPECIAL INCIDENTAL OR CONSEQUENTIAL
DAMAGES (INCLUDING LOSS OF PROFITS) ARISING OUT OF THIS AGREEMENT OR WITH
RESPECT TO THE INSTALLATION, USE, OPERATION OR SUPPORT OF THE LICENSED
SOFTWARE OR ANY UPDATE OF THE LICENSED SOFTWARE, EVEN IF LICENSOR HAS BEEN
APPRISED OF THE POSSIBILITY OF SUCH DAMAGES.
(c) Except as provided in Section 12 of this Agreement, Licensee specifically agrees that any liability on the
part of Licensor arising from breach of contract, negligence, strict liability, or in tort shall not exceed the
aggregate amounts paid by Licensee in fees for the Licensed Software.
9. Software Maintenance Updates and Upgrades
(a) Licensee shall pay to Licensor the annual maintenance fee as specified on Appendix A. Payment of the
annual maintenance fee entitles Licensee to receive the maintenance described in Schedule 1 attached
hereto. Maintenance will automatically renew annually unless Licensee notifies Licensor in writing sixty
(60) days prior to expiration date. Licensee will be invoiced for maintenance each additional year thirty
(30) days prior to the expiration of each annual period.
(b) "Updates" to the Licensed Software include updates and corrections to and modifications of the
Licensed Software, including later maintenance versions of the initial version of the Licensed Software.
"Upgrades" to the Licensed Software include significant function and feature enhancements to the
Licensed Software and shall be denominated by new version numbers. Licensor shall determine, at its
sole discretion, whether or not a given release constitute, an Upgrade or Update. Until acceptance of
the Licensed Software, Licensee will receive for its use without payment of any additional fees all
Updates and Upgrades issued by Licensor. Use of any Update or Upgrade with or in place of the
Licensed Software shall be fully governed by and subject to the terms of this Agreement retating to the
use of the Licensed Software. Any portion of the Licensed Software replaced by an Update or Upgrade
L'1xT4: -
Proposal to The CA Des Moines Wastewater Reclamation 011ity for a CMMS Solution WRF
The parties agree to maintain the confidentiality of the Confidential Information and to protect as a trade
secret any portion of the other party's Confidential Information by preventing any unauthorized copying
use, distribution, installation or transfer of possession of such information. Each party agrees to maintain
at least the same procedures regarding Confidential Information that it maintains with respect to its own
Confidential Information. Without limiting the generality of the foregoing, Licensee shall not permit any
personnel or Authorized User to remove any proprietary or other legend or restrictive notice contained or
included in any material provided by Licensor.
(b) Both patties acknowledge that any use or disclosure of the other parry's Confidential Information in a
manner inconsistent with the provisions of this Agreement may cause the non -disclosing party irreparable
damage for which remedies other than injunctive relief may be inadequate, and both parties agree that
the non -disclosing parry shall be entitled to receive from a court of competent jurisdiction injunctive: or
other equitable relief to restrain such use or disclosure in addition to other appropriate remedies.
(c) The terms of this Section 6 shall survive any termination of this Agreement for any reason for a period of
five (5) years from the date of such termination.
(d) Licensee and Authorized user shall not attempt to decompile or disassemble the object code of the
Licensed Software and Licensee agrees to use its best efforts to prevent decompilation and disassembly
of the object code of the Licensed Software by Authorized Users.
7. Warranties
(a) Licensor represents that it is the lawful owner or licensee of the Licensed Software and has the full right
and authority to grant the licenses hereunder.
(b) Licensor warrants that the magnetic media on which the Licensed Software or an update is recorded and
any documentation provided under the terms of this Agreement will be free from defects in material and
workmanship under normal use for a period of one (t) year. Licensor further warrants that the Licensed
Software will perform substantially in accordance with the specifications set forth in the Documentation
for a period of one (1) year from the date it is delivered.
(c) Licensor does not warrant that the functions contained in the Licensed Software or in any update will
meet the requirements of Licensee or Authorized Users or that the operation of the Licensed Software or
- update will be uninterrupted or error -free. The warranties set forth in this Section do not cover any copy
of the Licensed Software, update or any Documentation, which has been altered or changed in any way
by the Licensee or any Authorized User. Licensor is not responsible for problems caused by changes in,
or modifications to, the operating characteristics of any computer hardware or operating system for which
the Licensed Software or any update is procured nor is Licensor responsible for problems which occur as
a result of the use of the Licensed Software in conjunction with software of third parties or with hardware
which is incompatible with the operating system for which the Licensed Software is being procured.
(d) As an accommodation to Licensee, Licensor may supply 'Licensee with pre -production releases of
software programs ("Beta Releases"). These products are not suitable for production use. Licensor
does not warrant that their operation will be uninterrupted or error free. Beta Releases are distributed
'As Is."
Proposal to The City*es Moines Wastewater Reclamation Allity for a CMMS Solution WRF
S. Ownership: Copies.
(a) All right, title and interest in and to the Licensed Software, Documentation, enhancements or updates
developed by Licensor and furnished to Licensee and the media on which the same are furnished to
Licensee, and all copyrights, patents, trademarks, service marks or other intellectual property or
proprietary rights relating thereto, are and shall remain with Licensor. Licensee acknowledges that no
such right, title or interest in these items is granted under this Agreement, and that no such assertion shall
be made by Licensee. Licensee is granted only a limited right of use as set forth herein, which right of use
Is subjeef to termination in accordance with Section 11 of this Agreement.
(b) Except as provided in Section 13(f) below, Licensee is prohibited from distributing, transferring,
possession of, or otherwise making available the Licensed Software, Documentation, enhancements or
updates to any person other than Authorized Users under the terms of this Agreement. Licensee shall
advise all Authorized Users that they are prohibited from reproducing, distributing, transferring possession
of or otherwise making available copies of the Licensed Software. Documentation, enhancements or
updates and from using or installing the Licensed Software, enhancements or updates on any computer
at any location not covered by this Agreement.
(c) If Licensee desires to create interfaces to the Licensed Software, which do not increase the number of
Concurrent Users, Licensor shall provide Licensee with documentation reasonably necessary to call the
required Licensed Software objects (stored procedures). If Licensee desires to create interfaces to the
Licensed Software which increases the number of Concurrent Users, Licensee shall purchase additional
user licenses/or the developer's kit from Licensor according Licensor's then current pricing policies. All
such interfaces created solely by Licensee shall be owned by Licensee and Licensee shall retain all rights
to the interfaces created by the Licensee, provided that Licensee agrees to use such interfaces for
internal use only and shall not distribute such interface to any third parties unless authorized, in writing,
by Datastream. Notwithstanding the foregoing, Licensor may create, distribute and use similar interfaces
and/or products based on the ideas underlying such interfaces created by Licensee or it agents.
Licensee waives any claims it may have in connection with such development.
(d) Licensee shall be allowed to make copies of the Documentation for each Authorized User, for internal use
only. Licensee shall not make any additional copies of the Licensed Software, any custom software
developed by Licensor, source code, Updates or Upgrades; provided, however that Licensee may make
up to two (2) additional copies of the Licensed Software or such custom software for back-up or archival
purposes and may also run it on a disaster recovery system and/or for corporate development purposes.
All authorized copies of the Licensed Software or custom software shall contain all copyright notices or
proprietary legends specified by Licensor.
6. Confidentiality
(a) Because of this agreement, the parties may have access to information that is confidential to one another
("Confidential Information"). Confidential Information shall include the Licensed Software and updates,
including all source and object code and Documentation related to such software and the terms and
pricing under this Agreement. Confidential Information also includes Information relating to the disclosing
party's business or financial affairs, such as financial results, business methods, pricing, competitor and
product information and all other information designed as cpnfidential. A party's Confidential Informatfon
shall not include any information which (1) becomes part of the public domain through no act or omission
of the other party; (ii) is lawfully acquired by the other party from a third party without any breach of
confidentiality; or (iii) is disclosed by a party to a third partywithout any obligation of confidentiality.
:.--."JIL
Proposal to The CityIoDes Moines Wastewater Reclamation Ality for a CMMS Solution WRF
"Licensed Software": means the group of information procession programs and supporting database known
as
"Network". Multiple, interactive Clients connected to a single -processing or multi -processing file -server
and/or database server, in which two or more users have common access to software or data.
"Order". Datastream's standard form for ordering licenses of the Licensed Software ("Schedule 3").
2) License.
Subject to the terms and conditions of this Agreement, Datastream grants to Licensee, a perpetual (subject to
Section 11), non-exclusive license to: (i) Install, use and execute the Licensed Software on server(s)
not to exceed the number of total Concurrent Users as specified in the Order and attached Schedules, for use
only at the location(s) specified in the Order and attached Schedules. Furthermore, Datastream reserves the
right to perform an audit to insure that these terms are being met. in the event an audit will be performed,
Datastream will give the Licensee thirty (30) days written notice, (Ii) Use the Documentation only in
conjunction with the Installation and use of the Licensed Software. The license granted to Licensee
hereunder shall be a license to use the machine-readable object code only, excluding any source code. Only
the number of Concurrent Users specified on the Order may access the Network and use the services of the
Licensed Software on the server.
3. Delivery, Installation and Additional Services.
After execution of this Agreement Datastream will deliver to Licensee the Licensed Software and all
Documentation. Licensee shall be solely responsible for acquiring and installing, at its own expense, the
Client/Server System, the appropriate environment for the Client /Server System, including without limitation
the equipment and software listed on Schedule 2, and the Licensed Software in accordance with the
provisions of Appendix A attached hereto.
4) License Fees, Shipping Charges and Payment Terms.
Unless otherwise provided herein, all fees payable hereunder shall be paid within fifteen (15) days of invoice
date. The License includes an acceptance and return period of thirty days (30) following the Installation of the
Licensed Software on the Licensee's hardware. The Licensee may return the Licensed Software for a full
refund within this thirty (30) day acceptance period.
Licensee agrees to pay Datastream the license fees as specified on Appendix A plus all shipping and freight
charges and applicable taxes in connection with the delivery of the Licensed Software. The license granted in
Section 2 of this Agreement includes a license to use the Licensed Software on server(s) not to
exceed the number of Concurrent Users licensed specified in this Agreement. If the Licensee desires to add
additional Concurrent Users or server components for locations not covered in this Agreement, Licensee shall
be required to pay license fees before the software is installed. ' Licensee shall notify Datastream prior to
adding additional Concurrent Users or server components for locations not covered in this Agreement.
Proposal to The Citykes Moines Wastewater Reclamation F•lity for a CMMS Solution pgF
IM,
Section 9
Appendix
Additional information has been
included with this proposal in an
effort to provide the City with all of
the necessary information required
to accurately evaluate Datastream
and its products.
This section contains the following:
• Standard Licensing Agreement
• Technical Support Policy
Site Assessment Information
• Interface Capabilities
0
Proposal to The CityIDes Moines Wastewater Reclamation Ality for a CMMS Solution e
Section 8
User Documentation
"With Datestream's wide-ranging,
scaleable product line there is
always a place to start and room to
grow. As a company grows, your
Datastream maintenance solution
grows with you.--' -
Note: Datastream, at this time, is unable to
provide the requested examples of
documentation. These materials can be
provided upon notice -of shortlist or award.
'� J �• ...- 1. F.,
Proposal to The CityfDes Moines Wastewater Reclamation Facility for a CMMS Solution �pF
City Of York
York
PA
Borough of Ephrata -Water Production Division
Ephrata
PA
PSG - Cranston
Cranston
RI
City of Warwick
Warwick
RI
City of College Station
College Station
TX
City of Austin Water & Waste Water
Austin
TX
Arlington County WPC
Arlington
VA
Bremerton, City of
Bremerton
WA
Burlington WWTP
Burlington
Wi
Sun Prairie WWTP
Sun Prairie
WI
Datastream would also like to offer the following reference information to the City. In order to assure that
this contact is available to discuss their project, please contact Laurel Schmidt at Datastream at 864-236-
2512 before directly contacting the customer reference.
Company: Green Bay Metropolitan Sewage Dist.
Contact: Jeff Czypinski
Address: 2231 N Quincy St, Green Bay, WI 54302
Phone: 920-438-1012
Proposal to The City'Des Moines Wastewater Reclamation sility for a CMMS Sofution e
City of Sacramento (Dept. of Utilities Drainage Collection)
Sacramento
CA
City of Vacaville
Elmira
CA
Denver Metro Wastewater
Denver
CO
City of Englewood
Englewood
CO
Regional Water Authority - Distribution
New Haven
CT
Town of Groton - Water Pollution Control Facility
Groton
CT
City of Cape Coral
Cape Coral
FL
City of Lakeland WWTP
Lakeland
FL
Charlotte County Utilities
Port Charlotte
FL
City of Miramar
Miramar
FL
City of Melbourne
Melbourne
FL
Florida Water Services- Apopka
Apopka
FL
Athens Clarke - WPC#i
Athens
GA
Athens Clark - W PC#2
Athens
GA
City of Brunswick -Treatment Plant
Brunswick
GA
City of Highland Park
Highland Park
IL
Muncie WWTP
Muncie
IN
WREP- United Water
Indianapolis
IN
...:' WREP
Indianapolis
IN
PSG - Brockton WWTP
Brockton
MA
Washington County Water & Sewer
Williamsport
MD
City of Wyoming- WWTP
Grandville
MI
Zealand Waste Water Treatment WWTP
Zeeland
MI
East Lansing Meridian Water Treatment Facility
East Lansing
MI
City of Hutchinson-WWT
Hutchinson
MN
City of Richfield
Richfield
MN
Sikeston Power Plant -Board of Municipal Utilities
Sikeston
MO
Bayshore Regional Sewage Authority
Union Beach
NJ
Elizabethtown Water Co
Bound Brook
NJ
City of Las Vegas
Las Vegas
NV
New York State -Albany Utilities
Albany
NY
City of Akron WPC Station
Akron
OH
PSG - Strongsville
Strongsville
OH
City of Corvallis
Corvallis
OR
Lehigh County Government Center
Allentown
PA
Proposal to The City oles Moines Wastewater Reclamation Facr7ity for a CMMS Solutionp
■ Business Week magazine named Datastream as one of the'100 Hot Growth Companies'
In the .lune 1, 1998 issue of Business Week magazine, Datastream earned the #62 ranking among
the top 100 Hot Growth Companies. Companies were ranked according to sales growth, earnings
growth and return on capital.
■ Datastream Systems' iProcure won Lear's Supplier Hall of Fame Award
Lear, using iProcure Network to develop "full circle" e-commerce system, chose Datastream from
more than 1,650 suppliers as one of Lear's best of 1999.
Strategic Alliances
Datastream is committed to providing our customers with world-class functionality and open integration with
other application products. To this end, Datastream has formed strategic alliances with other corporations.
These alliances give Datastream customers access to proven best -of -class solutions with minimal integration
efforts. As a result, each strategic alliance we form offers new product benefits for our customers. And with
each alliance, Datastream strengthens its market position by further embedding itself into the way people
think about and practice maintenance. Some of these alliances include Sun Microsystems, Microsoft, and
Oracle.
Financial Position and Growth Indicators
While an annual report for 1999 has been included with this proposal, the following serves as a summary of
key figures over the last four years.
■ Annual revenue
■ Profit (Gross)
■ R&D expenditures
References
99 98 97 96
119m 98m 70m 32m
72.2 63.7 47.6 20.9
12% 10% 9.7% 11%
With an install base of over 60,000, Datastream's experience with implementation in different applications and
environments is extensive. Our client base consists of a wide variety of industries, including Aviation,
Chemical, Education, Mining, Food Industry, Government, Healthcare, Hotel, Manufacturing and Distribution,
Oil & Gas, Power, Property Management, Transportation, Water Treatment, Entertainment (Casinos,
conventions centers, etc.), Mail Order and Distribution, Mining, Bank, Prison, Recycling, Pharmaceutical,
Service Industry, Insurance, Research and Development, and Printing. Some of the Municipalities that have
implemented the MP2 solution include;
Cambria Community Services District
Cambria
CA
Highlands Water Co
Clearlake
CA
City of Oxnard
.Oxnard
CA
City of Riverside
, Riverside
CA
Sweetwater Authority
Spring Valley
CA
a
-- ■
Proposal to The City %des Moines Wastewater Reclamation #11ity for a CMMS Solution e
■ In addition, exclusive International distributors are located in 25 countries, including Canada,
Denmark, Finland, Germany, Greece, Italy, Norway, Poland, Slovakia, Spain, Sweden, Switzerland,
Portugal, Russia, Brazil, Chile, Mexico, Dutch Antilles, Venezuela, Australia, China, Indonesia, Hong
Kong, Korea, Malaysia, Philippines, South Africa, Caribbean and Austria.
Awards and Achievements
■ Datastream named #12 in Net Market Makers Top 25 Largest Net Markets
Net Market Makers Names The Ground Zero 25'; A Listing of the 25 Largest Net Markets Based on
Q3 2000 Revenue. Information for the Ground Zero 25 was obtained from SEC documents and
surveys sent to approximately 1000 international Net markets.
• Datastream named one of the'Hottest Companies of 2000' by Start magazine
For the second consecutive year, Datastream has received this honor. Winners were chosen based
on the company's breadth of software/hardware design, continuous family of products and portfolio of
solutions, ease of connectivity, quick adaptability and financial health.
■ Datastream's !Procure named among the 'Best of the Web' by Forbes.com
Forbes.com chose Datastream's iProcure as one of the top business -to -business (B213) commerce
sites in their "Maintenance, Repair & Operations" category. Datastream was also named one of the
Web's 200 most promising and competitive B2B companies.
• VarBusiness recognizes Datastream as a member of the 2000 'VarBusiness 500'
Rankings based on 1999 revenue.
■ Datastream ranked number 33 by Manufacturing Systems Top 100 Software Vendors of 2000
Rankings based on revenues from manufacturing systems sales.
■ Managing Automation and AMR Research name Datastream among the Enterprise Asset
Management Software Leaders of 2000
Rankings based on 1999 revenues from manufacturing.
• Datastream ranked 4th in Forbes 200 Best Small Companies in America
In the Forbes annual list of the 200 Best Small Companies in America (November 2, 1998 issue),
companies were ranked according to return on equity, sales growth, and earnings growth. This is the
third consecutive year Datastream has placed on the list. Previously, Datastream placed 55th in 1997
and 34th in 1996.
• Datastream named in Deloitte & Touche Technology "Fast 500" Program
For the fifth consecutive year, Datastream named in Deloitte & Touche Technology's "Fast 500"
program, earning the 339th ranking of the 500 fastest growing technology companies in the US. Only
nine companies have appeared on the list each year for the past five years.
• Datastream in the Top Five by Noticarlo de Equipamentos Industrais
Datastream ranked in the Top 5 manufacturing systems in NEI's Top Five 98/99 Special Edition.
Rankings based on reputation in Latin American markets.
• Datastream received Plant Engineering Product of the Year award for the Seventh
Consecutive Year
The 1999 recipient, - iProcure -joined Datastream's past winners, including MP2 WebLink (1998),
MP2 Enterprise (1997). Maintainit Pro (1996), Personal Maintenance Assistant (1995), MP2 for
Windows (1994) and SideArm for Windows (1993).
■ Datastream ranked number 34 by Manufacturing Systems Europe Top 50 Software Vendors
Rankings based on revenues from manufacturing systems sales.
■ Datastream in the Top 50 e -Business Solution Developers'
Datastream was named in the Top 50 e -Business Solution Developers on Oracle (November, 1999).
Proposal to The CityoDes Moines Wastewater Reclamation Fflity for a CMMS SolutionF
1994
• The first affordable, full -featured maintenance software for Windows (MP2. for Windows) is released.
1995
• Datastream becomes a publicly traded company on the NASDAQ under the ticker symbol of DSTM.
• A product with clientiserver-based configuration is developed.
• Datastream opens its first international offices in Great Britain and Mexico.
1997
• Datastream's first Oracle product, MP2 Enterprise, is launched.
• Worldwide customer installations reach 35,000.
• US offices are opened in Chicago, Irvine, and Dallas.
• Datastream acquires Netherlands -based SQL Systems (and their R5 product) with offices in Paris,
Grenoble, Rotterdam, Munich, and England.
1998
• MP5, Datastream's first EAM system based entirely on the Oracle database, is released to R5 users
and to asset -intensive corporations.
• Web -enablement functionality is introduced to the product line.
• MRO purchasing goes on-line.
• Datastream expands further internationally branching into Asia Pacific and South America.
2000
• Customers purchase parts and supplies on-line through MP2.
• MP5i, the industry's first fully Web -architected product, is launched.
• A hosted EAM solution, MPXconnect, is introduced to the market.
• The Datastream Network is developed for companies wanting to maximize all aspects of the asset
lifecycle.
• Customers extend over 122 countries and 60,000 installations.
Company Organization
Datastream is committed to providing worldwide support and service for our products with offices located
throughout the world. Datastream employs approximately 1000 people on a full-time basis, including 226
sales and marketing personnel, 300 service and support representatives, 108 administrative personnel, and
200 employees involved in product research and development. Datastream is made up of the following;
• Regional offices and training centers are located In Greenville, South Carolina; Chicago, Illinois;
Irvine, California; Dallas, Texas, and; Islin, New Jersey. Representatives and branch offices are
maintained in California, Washington, Missouri, Illinois, Cdlorado, North Carolina, Minnesota,
Pennsylvania, and Virginia.
• Datastream maintains international offices in Argentina, Australia, China, France, Germany, Mexico,
the Netherlands, Singapore, and the United Kingdom.-
Proposal to The Citykes Moines Wastewater Reclamation &ify for a CMMS Solution
Company Profile
(Z)
As stated in Section 1 of this proposal, Datastream Systems helps companies achieve superior returns on
investment through its award-winning line of enterprise asset management (EAM) systems and on-line
industrial procurement tools and applications. Datastream provides all software, installation, training, and
consulting to assist customers at every stage of an asset's lifecycle, including controlling spare parts
inventories, scheduling tasks to reduce equipment downtime, and expediting the purchasing process.
Through the successful implementation of asset lifecycle management systems, companies can reduce costs
up to 30 percent and add significantly to their bottom line.
19 Total number of
installations in
thousands
Founded in 1986, Datastream's commitment to innovative and affordable software for asset management
professionals has resulted in -sales of over 60,000 system units worldwide. In 1999, Datastream accounted for
more than 56 percent of the unit market share' of EAM systems. Datastream provides systems for virtually
any size operation, from the single, small shop with basic requirements to the large, multi -site client needing a
full -featured enterprise solution. Our customers represent manufacturing industries, such as
aerospaceldefense, automotive, commercial machinery, oil and gas, paper and pulp, food processing,
chemicals and electronics, as well as non -manufacturing industries, such as health care, property
management, transportation, telecommunications, and hospitality. Datastream services customers in 129
countries, which includes over 60% of the Fortune 500.
Company Overview
Within a short span of time, the evolution of Datastream Systems, Inc. has progressed at a rapid pace. In just
over 15 years, Datastream has grown to become the world leader in helping companies better manage their
assets through the development of an award-winning line of asset management applications and the world's
largest industrial e-commerce network. The timeline below provides historical highlights of Datastream's
progression, from the earliest achievements to the most recent advancements of today.
1886
• Datastream was founded by Larry Blackwell, former president of Wisconsin Power & Light's software
division.
• Corporate Headquarters are opened in Greenville, SC.
• OPS PAC, software to manage plant operations, is released.
1988
• MP2 DOS is launched - the Maintenance Pac (MP) family is introduced.
C. .
Proposal to The Cityftes Moines Wastewater Reclamation Ality for a CMMS Solution e
Section 7
Vendor Background
"Datastream has earned the
distinction of World Leader in
Maintenance Solutions by
developing the industry's most
comprehensive line of Enterprise
Asset Management and
computerized maintenance
management software solutions. "
Note: The following Section contains some
background information about Datastream
and its history.
i
Proposal to The Cityvoes Moines Wastewater Reclamation Mility for a CMMS Solution ry�F
General Terms and Conditions
1. Exclusive Contract
Datastream reserves the right to negotiate and work with the City of Des Moines in good faith
following selection to assure that a reasonable and mutually protective contract, is executed for the
project.
11. The successful proposer shall control any such defense.
13. Discrimination and Affirmative Action
It is the policy of Datastream Systems, Inc. to provide equal employment opportunities to all present
and prospective employees without regard to race, color, religion, sex, national origin, handicap,
marital status, age, Vietnam veteran, or disability status. This policy applies to all personnel actions
including, but not limited to, recruitment; hiring; compensation; benefits; training and development;
promotion; transfer; termination; layoff; recall from layoff; educational, social and recreational
programs of the company, and all other conditions and privileges of employment in accordance with
applicable federal, state and local laws, and within the basic dictates of human dignity. However,
Datastream does not currently have an Affirmative Action Program on file.
14. Warranty
Datastream represents that it is the lawful owner or licensee of the Licensed Software and has the full
right and authority to grant the licenses hereunder.
Datastream warrants that the magnetic media on which the Licensed Software or an update is
recorded and any documentation provided under the terms of this Agreement will be free from defects
in material and workmanship under normal use for a period of one (1) year. Datastream further
warrants that the Licensed Software will perform substantially in accordance with the specifications
set forth in the Documentation for a period of one (1) year from the date it is delivered.
ALL OTHER EXPRESS OR IMPLIED WARRANTIES INCLUDING WARRANTIES OF
MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, ARE EXPRESSLY
DISCLAIMED AND EXCLUDED.
Attachment B — Performance, Payment and Maintenance Bond
Datastream does not agree to a Performance Bond at this stage of the selection process.
Datastream reserves the right to negotiate and work with the City of Des Moines in good faith
following selection to assure that a reasonable and mutually protective contract, is executed for the
project. Datastream will work diligently with the City of Des Moines's representatives to expedite the
negotiation process so that work can commence.
Proposal to The City ws Moines Wastewater Reclamation Faorrity for a CMMS Solution
(i)Datastream has filed, or has had filed against it, a petition in bankruptcy; or
e
(ii) Datastream has applied for or consented to the appointment of a trustee, receiver or other custodian
for Datastream, or has made a general assignment for the benefit of its creditors; or
(iii) Datastream has ceased to do business on a regular basis.
The source code and documentation provided shall include all information and technical documentation
necessary and sufficient to enable a reasonably skilled computer programmer or analyst to maintain or enhance
the Licensed Software without the aid of Datastream. In the event of any such condition pursuant to which
Licensee obtains a copy of the source code and related documentation, Licensee shall have such rights to
reproduce, copy, use and modify the Licensed Software thereto, as reasonably necessary for Licensee to
upgrade and maintain the Licensed Software for its internal use only.
The purpose of this paragraph is, in part, to permit Licensee to obtain the source code and related
documentation to the Licensed Software from Datastream's trustee, in the event of Datastream's bankruptcy,
under subsections 1(b)(3) and 1(b)(4) of the Intellectual Property Bankruptcy Protection Act of 1987 (11 U.S.C.
365(n)(3) and 365(n)(4).
In order to protect the rights of Licensee as stated above, Licensor shall, within sixty (60) days after the effective
date of this Agreement, deposit and maintain a copy of the source code with DSI Technology Escrow Services,
Inc. ("DSI"). Licensor shall add Licensee as a named beneficiary under Licensor's escrow agreement with DSI,
dated January 3, 2000. Licensor shall invoice licensee annually for such escrow. The annual cost for such
escrow is ONE THOUSAND AND NO/100 DOLLARS ($1,000.00) for the first year and SIX HUNDRED AND
NO/1 00 DOLLARS ($600.00) each year thereafter. Licensee agrees to be responsible for the costs of escrow as
outlined herein.
17. Performance, Payment, Maintenance Bond.
Datastream does not agree to a Performance Bond at this stage of the selection process.
Datastream reserves the right to negotiate and work with the City of Des Moines in good faith following
selection to assure that a reasonable and mutually protective contract, is executed for the project.
Datastream will work diligently with the City of Des Moines's representatives to expedite the negotiation
process so that work can commence.
t9. Proposal Obligations.
Datastream cannot accept the entirety of the RFP, as contractually binding at this stage in the selection
process. The information provided in the RFP on actual site conditions and implementation requirements is
not specific enough for us to adequately define your needs. Although the majority of the contract terms
provided appear to be acceptable, Datastream reserves the right to negotiate and work with the City of Des
Moines in good faith following selection to assure that a reasonable and mutually protective contract, is
executed for the project. Datastream will work diligently with the City of Des Moines's representatives to
expedite the negotiation process so that work can commence.
Proposal to The City foDes Moines Wastewater Reclamation Aity for a CIMS Solution iWRF
Contract Terms and Exceptions
Datastream has reviewed the RFP for the City of Des Moines. The following is a listing of terms and
exceptions regarding the RFP.
Standard provisions and Requirements for Requests for Proposals (RFPs)
9. Included with the proposal is Datastream's standard license agreement, located in the Appendix.
Source code is not included with the software license. There are two (2) options for addressing the
issue of source code:
Source Code Clause_(No Escrow)
Upon the occurrence of any one of the following conditions and without the removal of said condition within sixty
(60) days, Datastream shall provide Licensee with machine-readable and human -readable copies of the source
code with related Documentation for the most recent version of the Licensed Software, which Datastream is
obligated to provide to Licensee under this Agreement:
(i) Datastream has filed, or has had filed against it, a petition in bankruptcy; or
(ii) Datastream has applied for or consented to the appointment of a trustee, receiver or other custodian for
Datastream, or has made a general assignment for the benefit of its creditors; or
(iii) Datastream has ceased to do business on a regular basis.
The source code and documentation provided shall include all information and technical documentation
necessary and sufficient to enable a reasonably skilled computer programmer or analyst to maintain or
enhance the Licensed Software without the aid of Datastream. In the event of any such condition pursuant to
which'Licensee obtains a copy of the source code and related documentation, Licensee shall have such
rights to reproduce, copy, use and modify the Licensed Software thereto, as reasonably necessary for
Licensee to upgrade and maintain the Licensed Software for its internal use only.
The purpose of this paragraph is, in part, to permit Licensee to obtain the source code and related
documentation to the Licensed Software from Datastream's trustee, in the event of Datastream's bankruptcy,
under subsections 1(b)(3) and 1(b)(4) of the Intellectual Property Bankruptcy Protection Act of 1987 (11
U.S.C. 365(n)(3) and 365(n)(4).
OR
Source Code Escrow
Upon the occurrence of any one of the following conditions and without the removal of said condition within sixty
(60) days, Datastream shall provide Licensee with machine-readable and human -readable copies of the source
code with related Documentation for the most recent version of the Licensed Software, which Datastream is
obligated to provide to Licensee under this Agreement: '
Proposal to The CitygDes Moines Wastewater Reclamation fity for a CMMS Solution
a
gym•
Section 6
Cost and Contract Terms
"Companies often spend millions of
dollars sifting through data to get to
the information needed to make
decisions. MP2 Enterprise saves
time and money by helping focus on
the useful Information."
Note: The following Section contains an
estimated cost breakdown for the proposed
City solution.
Proposal to The City As Moines Wastewater Reclamation Fatty for a CMMS Solution WRF
Table. City Participants
Description
Role
Responsible for network and database
DBA
administration. General IS support should be
(IS Support) ,
provided at each individual site. Corporate level
andlor Site Specific.
System Administrator
Responsible for maintaining security settings & .
"Global System Codes", performing routine
(City Project Manager]
maintenance to the database and ensuring
successful project roil out as planned for all
sites. The System Administrators should have
the authority and capability to provide City
resources and information as required by the
Datastream PSG representatives. A primary
and backup System Admin should be selected.
Corporate Level or Site Specific.
Site Administrator
Responsible for implementation of MP2 at
individual site. Access to all functions except
security and "Global System Codes". Requires
strong computer skills and knowledge of
business practices, maintenance, and
manufacturing operations. Site Specific.
Maintenance Personnel
Responsible for equipment, work order and PM
Task processes. Example levels include
Supervisor, Scheduler/Planner and various
levels of Mechanics. Site Specific.
Inventory Personnel
Responsible for inventory and stock room
processes. Site Specific.
Purchasing Personnel
Responsible for procurement of inventory items.
Site Specific.
Data Collection/Entry Personnel
Dependent upon the current condition of the
data (how much/feasibility of use). Site
Specific.
Proposal to The City ftes Moines Wastewater Reclamation facrlity for a CMMS SolutionF
In addition, the Project Manager will serve as the central point of contact for the client throughout the
duration of the implementation process and is the Datastream resource with accountability for the
project's success and the client's satisfaction. The Project Manager coordinates all technical and
financial aspects of the project, and ensures the appropriate resources are available as needed
during the course of the implementation. In addition, the Project Manager is responsible for
monitoring the project's progress, issuing periodic progress reports and assessing final completion
results.
Integrator Datastream representative responsible for the installation, configuration and testing of
MP2 CMMS software on customer database server(s) and workstations. Integrators work closely
with the customer's Information Technology staff to ensure that software is appropriately configured
on the existing network platform. Datastream Integrators are highly skilled in the installation and
configuration of Oracle, MS SOL Server, PC hardware and networking technologies. They will assist
clients in planning the necessary hardware/software requirements so that the integration process will
proceed smoothly. Following installation of all applicable software, the integrator performs extensive
system testing to ensure proper connectivity, performance, and system operation. If the City requires
conversion of data from an existing data source or CMMS, the Datastream integrator will provide on-
site assistance for migrating or restoring the data after coding of the data is completed by the
Conversion Programmer.
• Custom Analyst: Datastream representative responsible for the design and development of
interfaces, reports, and features outside the realm of the base MP2 CMMS product. Datastream
Custom Analysts perform an on-site analysis of client requests and develop detailed specifications for
the custom work to be created. From the specification, the custom coding is developed, tested, and a
CD is shipped for installing on the server and client workstations.
• Enterprise Consultant: Datastream representative responsible for implementation planning, on-site
consulting and training. Datastream Enterprise Consultants have the benefit of being involved with
various installations of MP2 across a wide variety of industries and will work closely with City on-site
personnel and project management to facilitate a technically sound and cohesive implementation of
the MP2 CMMS. This level of experience is invaluable when assisting clients with their
implementation of the MP2 CMMS.
City Team Participants
The table on the following page outlines the basic roles and resources required for the
implementation process and successful utilization of the MP2 CMMS. It is not intended to be a
comprehensive list of roles and should be used as a reference only. The individual roles may need to
be modified to fit the City's specific goals and objectives for this project.
Proposal to The Cityaes Moines Wastewater Reclamation Foity for a CMMS Solution (Z)
Task 3.7 Train End Users
Training the actual end users of the MP2 CMMS will be accomplished during this task. This task can be
completed by Datastream professionals or by the City implementation team if the "train the trainer"
approach has been chosen. Training sessions will be tailored to fit the client system objectives and to
address the diverse needs of the individual roles involved in establishing and running the program.
Classes can be conducted on-site or at one of Datastream's training facilities. In order to customize these
classes, topics in which the client wants intensive training should be forwarded to Datastream so that
trainers will have an opportunity to prepare for the classes. Datastream's intent during these sessions Is
to create a team with maintenance management technicians, while at the same time building
independence and confidence in client employees.
Task 3.8 Provide System Start-up Assistance
This is one of the most critical phases of the implementation process. This task will include having an
application -oriented member of the Datastream team on-site for any issues that need to be addressed for
system "Go Live".
Project Team Roles and Responsibilities
Datastream's Project Management team consists of trained professionals whose focus is to track and monitor
each project that enters the program. The Project Managers have been selected for their technical knowledge
(integration, product development, functionality) and organization and communication skills. The Project
Management department was created by Datastream's CEO, who is a strong proponent of client satisfaction:
■ A single point of contact who will be directly responsible for the City's satisfaction during the
implementation process
■ Communication tools tailored specifically to meet the City's needs
0 A resource dedicated to all aspects of the project—technical, financial, organizational, and
management; someone who will track the performance of Datastream products and implementation
specialists
■ The assurance that everyone involved with the project clearly understands the City's objectives and
priorities
Project Management's goal is to guarantee user's satisfaction with Datastream's products, services, and the
company as a whole.
Datastream Team Participants
The team assembled for the City's project will consist of a project manager, a project consultant, an
integrator, and various other professionals who will be necessary to ensure successful completion. If the City
should take exception to any of the individuals assigned to the project, Datastream will make every effort to
secure suitable replacements. A brief description of each team member is included as follows:
Project Manager. Senior Datastream representative responsible for the assessment of business
activities, maintenance procedures, and system requirements of current and potential clients. This
individual works closely with the client and sales force during assessment in order to gain an
understanding of current conditions and project the design and need for future enhancement. Upon
assessment of a client facility, the Project Manager will detail findings of current activities, make
recommendations on a means to improve those conditidns, and develop a complete implementation
schedule including resource requirements, both internal and external required to capitalize on those
recommendations.
Proposal to The CADes Moines Wastewater Reclamation Sility for a CMMS Solution e
Task 3. Implement the Project
Task 3.1 Install Software
The MP2 CMMS and any add-ons will be installed, configured, and tested to provide an operational work
environment for all personnel with access to the program. An Oracle or MS SOL Server RDBMS will be
installed if not already present on the designated server. Datastream will also install the software on
individual client workstations. The ClienttServer configuration will be optimized for best performance.
Task 3.2 Train Core Team
This task will serve to provide all core team members with the knowledge required to make logical
decisions concerning the implementation of the MP2 CMMS. This introduction to the software should be
performed in a classroom setting with all core team members present. The task can be performed at the
client's facility or one of Datastream's training facilities. All modules of the MP2 CMMS will be covered so
that the core team will be fully empowered to make decisions on workflow within the system.
Task 3.3 Plan Implementation
This is a task with on-site and off-site time. The first on-site days will be devoted to stepping through MP2
module -by -module and field -by -field in order to define and document how each aspect of the program will
be utilized. This includes decisions on which modules in MP2 will be implemented, definition of User -
Defined Fields and identification of fields to be hidden or altered. Also, initial security decisions will be
made during this session' including identification of roles, users,'and security modifications to be made to
the product. The remaining days of the session will be utilized for off-site documentation of decisions
made during the week. This document will serve as the foundation by which all aspects of MP2 are
implemented.
Task 3.4 Provide Security Setup and Documentation
This is a task with on-site and off-site time. The first days will be devoted to the hands on Security design
and configuration based on decisions made during Implementation Planning. The final days of the task
Will be utilized for documentation of all security settings made during setup. This document will serve as
the basis for all future security changes and additions.
Task 3.5 Develop Database
This phase of the project is the most variable of all. Many clients choose to input data manually with the
help of Datastream personnel while other clients choose to convert data from an existing system(s).
Manual Development Datastream PSG personnel will work with the client to determine the extent of the
data collection / entry effort. If necessary, Datastream will build the required databases for the client or
provide assistance as needed.
Task 3.6 Develop Standard Operating Procedure
Datastream will develop a comprehensive Standard Operating Procedures (SOP) manual. The
procedures will include maintenance procedures necessary to complete facility operations. An SOP will
include such items as how to close Work Orders and how to�generate Work Orders (an easy reference
guide for all users). The SOP will also be used to develop and deliver customized training for the City
users.
Proposal to The CitygDes Moines Wastewater Reclamation Mility. for a CMMS Solution e
Professional Services
This section describes the typical steps and methodology developed to implement the MP2 CMMS solution.
Datastream invites the City to use this section as a basis for discussion, as well as a specific list of services
that are generally offered by Datastream. If the elements described do not meet City expectations,
Datastream will work with them to create components that do.
In summary, the implementation methodology employed by Datastream includes the following tasks:
Task 1. Define the Project
Task 2. Create Implementation Services Document (ISD)
Task 3. Implement the Project
Task 3.1 Install Software
Task 3.2 Train Core Team
Task 3.3 Plan Implementation
Task 3.4 Perform Security Setup and Documentation
Task 3.5 Develop Database
01 Develop Manual
Task 3.6 Develop Standard Operating Procedure
Task 3.7 Train End Users
Task 3.8 Provide System Startup Assistance
Task 1. Define Project
A Datastream Project Manager will discuss the City's goals for the CMMS implementation project. The
objective of the visit is to determine what resources and guidance will be necessary to implement the
appropriate Datastream software tool in the facility's operating environment.
Task 2. Create Implementation Services Document (ISD)
Based on information gathered from the project definition, the Project Manager will develop an
Implementation Services Document (ISD) that will serve as a service contract between Datastream and the
client. This document will provide the following:
1. outline of all tasks as referenced on the project Gantt chart,
2. task descriptions and services,
3, deliverables received upon completion of the individual tasks,
4. Datastream resource requirements, and
5. client resource requirements.
This document will serve as the foundation by which all services are rendered during the implementation.
Proposal to The Cit0Des Moines Wastewater Reclamation twty for a CMMS Solution ryRF
Administrators
layout.
Deliverables: Security Matrix and Users
List. Weekly Project Status Report.
6
Business
5 days
DSTM Enterprise
Development and documentation of all
Requirements
Consultant DSTM
client specific procedures and processes.
and SOP
Consultant
Ensures consistency of data input for
Development
Client Resources
reporting accuracy.
MP2 System
Deliverable: Standard Operating
Administrators
Procedure (SOP). Manual that documents
MP2 Users
all client specific operations performed in
the MP2 CMMS.
7 Database
TBA—
DSTM Consultant
Database population guidance. Develop
Development
duration will
Client Resources
written procedures for importing basic
Assistance
be
MP2 System
equipment and inventory data, as well as
determined
Administrators
procedures for manual input of Global
after further
MP2 Users
System Codes, PM task, vendor, and
analysis of
employee data. Deliverables: Weekly
the City's db
Project Status Report. Revised
and data.
Implementation Planning Report.
8 Data TBA DSTM Data This task is multiple steps. The first step is
Conversion Conversion the on-site evaluation of the data elements,
Mapping
Specialist and the mapping of all system data to be
step will PP 9 Y
require 5 Client Resources included in a data migration to MP2.
days IT
and CMMS Following the initial assessment of the
experts within conversion, a more detailed quote will be
organization
presented to the City.
9 System TBA DSTM Data This task is also multiple steps. The first
interface Scope Conversion step is the on-site evaluation of the
requirements Specialist interface
requirements. Following the initial
step will take Client Resources assessment of the required interfacing, a
5 days IT
and CMMS more detailed quote will be presented to the
experts within City.
or anization
10 End User 10 days — DSTM Role specific training for individual users.
Training this depends Consultant(s) Also utilized to validate the SOP
specifically Client Resources documentation. Deliverable: Trained End
on the MP2 System Users
requirements Administrators
of the City. MP2 Users
11 System 5
days DSTM Enterprise System "Go Live' assistance.
Startup
Consultant Client Deliverable: Weekly Project Status Report.
Assistance
Resources Client Approved On-site Services Closing
MP2 System Document.
Administrators
MP2 Users
12 Project 2
days DSTM Project Review of project milestones to determine
Review
Manager additional training/consulting needs.
Client
Resources Deliverable: Client Approved On-site
MP2 System Services Closing Document for the original
Administrators project scope. Change Order for additional
services as needed.
J1 -1I.
Proposal to The CityVDes Moines Wastewater Reclamation *11ity for a CMMS Solution WRF
Project Plan
Datastream Systems, Inc. will implement the City's project around their operating environment. Datastream
offers a unique understanding of technical systems coupled with a practical knowledge of the best
maintenance practices. In addition, Datastream employs a systematic, progressive Implementation approach
that combines strong project management with solution -oriented procedures. As illustrated in this section, the
implementation methodology begins with planning and concludes with a final review to assess performance
against objectives. The following matrix represents a likely Implementation scenario to fulfill City
requirements.
Table. Implementation Plan, Resources, and Time Estimate
1
Site
Event
DSTM Project Site Assessment to evaluate specific
Assessment
Manager requirements for City implementation. This
Client Resources is an assessment of existing practices,
MP2 Project systems, data, and goals for the
Manager, Core implementation of a CMMS.
Team, Executive Deliverables:
Sponsor Site Assessment Report.
2
Integration
5 days
DSTM Integrator
Installation & testing of software & system.
Client Resources
Since the project contains Data Conversion,
MP2 Administrator
ERP and Custom interface, this requires
IT
installation of 3 databases:
PROD: Live Production Database
SAMP: Tutorial Data
TEST: Test Database for ERP and/or Data
Conversion
Deliverables: Integration Site Report and
client approved Integration Checklist.
3
Core Team
5 days
DSTM Enterprise
Initial functional overview of the system to
Training
Consultant
facilitate logical decision making during
Client Resources
Implementation Planning.
MP2 System
Administrators
MP2 Core Project
Team
4
Implementation
5 days
DSTM Enterprise
Utilized to define City Services' application
Planning
Consultant
of the system. Includes defining Global
Client Resources
System Codes, modules used, fields used,
MP2 System
security required, and map initial
Administrators
operational processes. . Requires 3 days
MP2 Core Project
on-site, and 2 days off-site for
Team
documentation. Deliverable:
Implementation Planning Document.
5
Security &
5 days
DSTM Consultant
Security Setup, Documentation &
Initial Setup
Client Resources
Verification. Initial Setup Task completed
MP2 System
and settings documented. Setup of user
Administrators
defined filters, quick access bar, and form
Proposal to The Cit f Des Moines Wastewater Reclamation fwfy for a t;MMS Solution
Section 5
Proposed Implementation
Plan
"Enterprise Asset Management is
not just about managing
maintenance. It's effectively
utilizing maintenance and
management processes to optimize
use of assets and resources."
Note: The following pages contain a sample
implementation plan for the City project.
Proposal to The Citpf Des Moines Wastewater Reclamationt ility for a CMMS Solution ry�
Win CE units must allow for
2
Requires Pocket MP2 software
recording and tracking
start/stop times for transitions
and document status codes.
Win CE units must allow for
2
Requires Pocket MP2 software
creation of new work orders
and allow uploading of
information to Client server at
user discretion and allow
individual log on security.
System must be able to
2
Custom Interface required
interface required information to
using MP2 MOSIA software
People Soft accounting system
as required by Des Moines
Metropolitan Wastewater
Reclamation Facili .
System must be able to
2
Custom Interface required
interface with shop floor data
collection system.
System allows and supports
1
Exports in a variety of formats,
Excel, Word and other
imports are restricted to
Microsoft programs and
Equipment and Materials
allows data to be imported or
tables
exported between systems.
Proposal to The CitoDes Moines Wastewater Reclamation Facility for a CMMS Solution rygF
work orders; add labor, inventory
and comments to work orders;
and create Inventory requisitions.
Data Is seamlessly placed in MP2
Tables.
Pager Work Request System
f
MP2's Pagerlink add-on creates
alphanumeric pager notifications
to designated personnel assigned
to work orders or based on
specific equipment
responsibilities. Allows for
escalation to supervisor levels to
ensure prompt response to critical
work actions. Non -alphanumeric
paging is also supported.
Pocket MP2
1
Installed on Microsoft CE based
hand-held units, allows
uploadingfdownloading of work
orders; equipment, inventory, and
labor tables; and creation of non-
scheduled work orders to facilitate
paperless work order systems
Additional Features
System allows Barcode
1
reading and printing
information from work orders,
inventory, and labor and
compatible with Symbol 6800
scanners or equivalent.
Needs to be able to generate
and print barcodes to be
scanned.
System must provide
1
embedded reports and create
additional reports as needed
based on barcode readings
from work orders, inventory
and meter readings.
Successful bidder must be
2
Custom Conversion available
able to convert existing
and will need to be quoted.
equipment, labor, and
inventory from current system
(GpMaTe) and populate new
stem with existing data.
System allows use of Win CE
2
Requires Pocket MP2 software
units to download existing
work orders, work request,.
purchase requisitions,
inventory items from Client
server to Win CE hand held
r
unit at user discretion.
0 •
Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution g+gF
Format
Re -order Fields in Tabular
1
Drop -and -Drag left mouse button
Format
operation.
Save Layout Changes
1
Accessed via task bar icon
selection or main menu File
option. Saved to individual user
log -in.
Look -up Tables (Allow Data
1
On -the -fly additions allowed in
Entry)
accessed lookup tables.
Allow Key Field Modifications
1
Information contained in key fields
may be modified, if security
design allows, and changes are
validated throughout the MP2
table structure.
Duplicate Record Function
1
Entire records can be copied and
(Copy/Paste)
pasted via dialogue box that
drives required key field change.
Accessed vie Task Bar icon or
main menu Edit item.
Context -sensitive Help
1
General index help, form level,
and field level help available.
Customizable Reports (with
1
Data is available any report
Crystal Reports)
design program. MP2 configured
reports are customizable with
Crystal Reports 5.0 version.
Reports Output to E-mail
1
All print dialogue boxes include
the option to send reports to email
recipients via Lotus Notes,
GroupWise, MS Exchange, etc.
Optional Products
Barcoding Software
1
Hand held scanner interface
allows data collection of various
Inventory, Purchasing, Work
Order, Asset Management, and
Timekeeping functions to be
accomplished independently of
MP2 programming. Collected
data is uploaded to MP2 and
processed into MP2 tables.
OSHA Regulations Database
1
Populates internal MP2 table with
current OSHA Regulations for
review and, via cut and paste
functions, inserted into various
text fields (safety. note, inventory
notes, etc.) as desired.
E-mail and Internet Work
1
MP2's Weblink add-on allows a
Request System
web browser based interface for
user's to reguest work; review
fi . 200 J Z
Proposal to The Citylpoes Moines Wastewater Reclamation Facility for a CMMS Solution �7tF
Convbrt Data
1
Accessed via TooWUtilitiest
Convert other Products, provides
a front-end path to convert data
from most of Datastream's
product line.
System Features
32-bit Windows NTM!ndows
1
MP2 5.0 Access version
95 Version ,
Microsoft SQL Server
1
MP2 5.0, 6.0 versions
Database
Oracle Database
1
MP2 5.0, 6.0 versions
Microsoft BackOffice
1
Yes
Compatible
Multiple Language Support
1
Yes
per Installation
Automatic Client Upgrade
1
Accessed via Tools/Setup/Client.
Update Path., a path to the
repository of the latest
Maintenance Release is identified
and clients will update
automatically upon initial login
after a new Maintenance Release
is installed on the server.
Quick Access Menu
1
Customizable up to forty icons per
individual user login. Can reflect
any item found in the Main Menu
Activities, Graphs, or Reports
headings. Additional, saved
reporVgraph formats and other
application executable files may
be place on the bar for quick
activation.
On-screen Record Sort
1
Field level ascendingldescending
sort function available via Task
Bar icon selection or dedicated
selection box for all primary
tables.
On-screen Record Filtering
1
Field level customizable filtering
function available via Task Bar
icon selection or dedicated
selection box for all primary
tables. Customization can be
saved for user primate use or
general public use.
Tabular or Record Format
1
Accessed via List View or Record
View tab selection on all Primary
tables,
Re -size Fields in Tabular
1
Left mouse bptton action.
r•
Proposal to The City3r Des Moines Wastewater Reclamation *ity for a CMMS Solution,4
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the Tools/Security/Users screen
form.
User -interface for Scheduled
1
Accessed via the Tools/Setup/
Processes
Scheduled Jobs menu item, users
may activate and customize pre -
designed processes to run
automatically and unattended.
Export Information
1
Data from all tables in MP2 may
be exported via the Tools/Utilities/
Export menu item. Via the Export
Dialogue box, various standard
formats (.xls, .db, .mdb, etc.) may
be selected. Additionally, via the
same dialogue box, a data
selection process via conditional
queries and a field
inclusion/exclusions can be
designed to limit the data
exported.
Import Equipment and
1
Accessed via the Tools/Utilities/
Inventory Information
Import menu item.. Various
formats can be mapped and
imported directly to the MP2 table
structure.
Synchronize Equipment and
1
Accessed via the Tools/Utilities
Inventory Descriptions
menu item, allows updating of
secondary table descriptions to
changes in primary table
description fields.
Repair Corrupt Data
1
Accessed via Tools/Utilities menu
item, Removing Obsolete
Temporary Data and Views and
Validation Server Objects menu
options provide front-end data
repair tools for the System
Administrator Role.
View Number of Records
1
Accessed via Tools/Utilities/
Number of Records this function
return a list of the number of
records in all MP2 tables.
Individual table record counts may
also be accessed via the Number
of Records icon located on the
tool bar.
View Active Users
1
Accessed via Tools/Utilities,
provided a list of all users
currently logged on to MP2, with
the attendant work station ID.
Dr
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Proposal to The Cityt es Moines Wastewater Reclamation Facility for a CMMS Solution s
menu item. Individual Users may
be assigned multiple Site/
Warehouse/Purchasing Center
assignment with unique designed
security roles for each
assignment.
Define Security Filters to
1
Data Security Filters may be
Further Restrict Access
designed to restrict individual
'
User view to selected data
records in User available tables.
Accessed via
Tools/Security/Filters and
assigned to individual Users on
the User screen form.
Field Security
1
Accessed via
■ Normal
Tools/Security/Design S?curity.
At the Rale level, the Security
• Read-only
design function allows individual
■ Hidden
field restrictions as listed, Screen
Form/Table restrictions as listed,
• Required
and the ability to block Role
access to screen forms and
functions via blocking items on
the Main Menu Bar. Customizing
Form 1 Security
1
■ Prohibit Insert
of Field Labels and Menu Labels
is also available. A common
• Prohibit Delete
Objects Properties dialogue box
provides a process commonality
■ Prohibit Update
to provide simplified ease-of-use
• Hidden
for end-users.
Menu Option Security
1
(Normal/Hidden)
Table Security
1
Customize Field Labels
1
Customize Menu Titles
1
Security Reports
1
Accessed via the
Reports/Security menu item,
report pertaining to Filter design,
Roles and Role assignments are
available.
Utilities
Audit Trail
1
Accessed via the
• Work Order History and
Tools/Utilities/Audit menu items,
SPM Records Only
Audit trails totrick field level
changes may be designed for any
• All Records
table and field within the tables
contained in MP2. Activation of
the Audit Trail is accomplished at
Proposal to The City*Des Moines Wastewater Reclamation 01ity for a CMMS Solution wRF
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Tools/Setup Menu item permits
identification of local/network
directories as document
repositories.
Vendor Performance Report
1
Accessed via the
Reports/Purchasing/Vendor
Performance menu item.
Purchasing Commitment
Accessed via the Reports/
Report
Purchasing/Purchasing
Commitment Report menu item.
Statistical Predictive Maintenance (SPM)
Condition -monitoring of User-
1
Set-up per individual Equipment
defined Points
in the Activities/Statistical
Predictive Maintenance menu
Define Manufacturer's
1
Minimum and Maximum
item.
Values
Define Number of
1
Consecutive Points
Quick Calculation of Mean
t
Accessed via Activities/Statistical
and Standard Deviation
Predictive Maintenance menu
item for batch update, via Options
Menu for individual SPM record.
Track Readings
1
Accessed via Readings Tab on
individual SPM record.
Enter Numeric or Text
1
Accessed via Readings Tab on
Readings
individual SPM record.
Use Daily Average of
1
Accessed on Record Tab on
Readings
individual SPM record.
Generate Work Order for
1
Activated via ballot box selection
Equipment Readings Outside
accessed via Activities/Work
SPM Limits
Order/Generate Work Order
menu item.
Reports and Graphs
1
Accessed via Options Menu of
individual SPM record and/or
Graphs or Reports menu items on
the main menu tsar.
Security
User Accounts/Password
1
Accessed via
Protection
Tools/Security/Users menu items
by System Administrator role only.
Passwords encrypted for global s
confidentiality.
Security Groups/Roies (Tree
1
Accessed via
View)
Toots/Securit;/Roles menu item.
Multiple Role Assignment
1
Accessed and assigned via
Levels
Tools/Security/Role Assignment
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Proposal to The City0bes Moines Wastewater Reclamation F•lity for a CMMS Solution F
Electronic Purchase Orders
1
Default Vendor preferences set at
(E-mail, Pax, EDI)
the Activities/InventoryNendor/
Ordering Tab. Case-by-case
changes are accomplished at the
PO Print Dialogue box.
Receive Items to Stock, Work
1
Designations made on the
Orders, Equipment, Cost
individual line entry on the Item
Centers, or Employees
Tab of the individual Requisition
screen form follow to subsequent
PO's.
Receive Services to Work
1
Designations made on the
Orders, Equipment, Cost
individual line entry on the Item
Centers, or Employees
Tab of the individual Requisition
screen form follow to subsequent
PO's.
Return Items and Services to
1
Accessed via the Options Menu
Vendors
on the individual PO. Return
Reason Codes accessed via
Activities/ Purchasing menu item.
Receiver Numbers/Receiver
1
Set-up via Tools/Set-
Report
up/Purchasing/ Receive Options
Tab.
Quick Receive Function
1
Accessed via
Activities/Purchasing menu item
for PO receipts.
Activities/Inventory for non -PO
receipts.
Purchase Order Revisions
1
Allowed if not restricted via
Security Setup.
Audit Trail for Line Item
1
Globally activated via ballot box
Status Changes
selection at the TooWSetup/
Purchasing menu item.
Scheduled Process for
1
Included in Oracle version of MP2
Automatic Purchase Order
6.0. Accessed via Tools/Setupt
Close
Scheduled Jobs menu item.
Customer definable parameters
for non -attended MP2 processes.
Purchase Order History
1
Accessed via
Activities/Purchasing menu item
and reflected on the History Tab
on the Inventory Module screen
form.
Multimedia File Attachments
1
Held on the Attachment tab of the
• for Quotations, Requisitions,
applicable screen forms.
and Purchase Orders
Viewable/ printable via button on
screen form. Windows based
browse function allows retrieval
across network paths. Multimedia
Path desi nation available in the
Proposal to The City cif Des Moines Wastewater Reclamation #011ity for a CMMS Solution p.
41
Purchasing Centers in the
Tools/Security menu item allow
for flexibility in site-specific as well
as global purchasing support
throughout the organization.
Purchase Items 1
The requisition/purchase order
screen forms allows separate
listings for items or services at the
Requisition screen form and the
PO screen form Item tabs.
Purchase Services 1
The requisition/purchase order
screen forms allows separate
listings for items or services at the
Requisition screen form and the
PO screen form Item tabs.
Line Item Numbering 1
Item number follows from
Requisition to PO.
Unit of Measure/Unit of i
Association is accomplished at
Purchase Validation
the Inventory Table, Vendor Talo
in the "Qty per UOP" field.
Blanket Purchase Orders 1
Blanket PO's are identified via
ballot box on the individual PO
screen form. Inventory items are
associated to the Blanket PO at
the Vendor Tab of the individual
inventory item.
Quick Calculation of Purchase i
Accomplished at the Cost Tab of
Order Cost
the individual PO screen form.
Currency exchange is reflected, if
applicable.
Currency Exchange 1
Accessed at the Activities/
Purchasing/Exchange Rate
menu item. Associated via
look -up field on the PO Costs
Tab.
Multiple Tax Rates per 1
Accessed at the Activities/
Vendor
Purchasing/Tax Information menu
item. Associated via look -up field
on the PO Costs Tab and
Activities/Inventory/Vendors
screen form. May be changed on
a case-by-case basis.
Vendor Tax Codes 1
Accessed at the Activities/
(Sales/Use)
PurchasinglTax Information menu
item. Associated via look -up field
on the PO Costs Tab and
Activities/I nventaryNendors
screen form. May be changed on
a case-by-case basis.
41
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Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution
Quotations
1
Manual creation via Activities)
■ Create Manually
Purchasing/Quotation menu item.
Reorder Quotation function via
■ Generate for Items
i Activities/Purchasing/Generate
Reaching Reorder Points
Quotation menu item.
Requisitions
1
Multiple menu choices via
y Create via Wizard
Activities/Purchasing and
Tools/Setup/Scheduled Jobs
■ Create Manually
menu paths allow for all of these
Generate from Quotations
functions.
■ Generate for items
Reaching Reorder Points
■ Automatic Generation
(Scheduled Process)
Request Items
1
The requisition/purchase order
screen forms allows separate
listings for items or services at the
Requisition screen form and the
PO screen form Item tabs.
Request Services
1
The requisition/purchase order
screen forms allows separate
listings for items or services at the
Requisition screen form and the
PO screen form Item tabs.
Electronic Requisition
1
Site-specific levels are set via the
Approval (4 levels)
Tools/Setup/Requisitions menu
item. Authorization level is
assigned at the individual user
level in the Tools/Security/Users
menu item.
Quick Calculation of
1
Calculation performed via
Requisition Cost
button on the Requisition
screen form.
Purchase Orders
1
Multiple menu choices via
■ Create Manually
Activities/Purchasing and
Tools/Setup/Scheduled Jobs
• Generate from
menu paths allow for all of
Requisitions
these functions.
■ Create from Individual
Requisition Line Items
■ Automatic Generation
(Scheduled Process)
Purchase Order Classification
1
PO types accessed via
(by Type)
Activities/Purchasing menu item
and associated to individual PO's
at the PO screen form.
Centralized Purchasing
1
Creation of Purchasing Centers
and association of Sites and
O
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Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution WRF
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identification of local/network
directories as document
repositories.
Scheduled Process for
1
Accessed via Tools/Setup/
Automatic Work Order Close
Scheduled Jobs menu item.
Customer definable parameters
for non -attended MP2 processes.
Work Order History
1
Accessed via Activities/Work
Order/Work Order History menu
item. Also quick reference WO
history tab on equipment records.
Export Work Order
i
Accessed via Activities/Work
Information to Microsoft
Order menu item.
Project
On-site and Call-in Requests
1
Accessed via ActivitleslWork
Request menu item. Call-in
requests tenant -based dispatch
function. On-site requests are for
internal requests, allowing
managerial/supervisory review
function prior to issuance of work
orders.
Multiple Work Order Print
1
Menu selection for long
Formats
(additional equipment related
fields) or short format. Individual
work order print function
accessed from Options Menu on
Work Order screen form and
multiple (batch) print functions
accessed via Activities/Work
Orders menu item.
Work Order Analysis Graphs
i
Work Order Analysis/Graphing
and Reports
accessed via the Graphs menu
item. Numerous customizable
reports accessed vie the
Reports/inventory Menu. Menu
driven value and data
categorization customization
available.
Backlog Reports
1
Accessed via the Reports/Work
Order menu item.
Slack Time Report
1
Accessed via the Reports/Work
Order menu item.
On-time Delivery Reports
1
Accessed via the Reports/Work
Order menu item.
Purchasing
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Proposal to The City Res Moines Wastewater Reclamation F�ity for a CMMS Solution F
based Work Orders
and/or individual Work Order
screen form.
Multiple Equipment/Locations
1
Associated at Task table level
per Work Order
and/or individual Work Order
screen form.
Labor Tracking (Employee
1
Automatic accumulation of data
and Vendor Labor)
upon placement on Work Order.
Accessed via screen form via
individual Work Order Options
Menu selection or Reports/Work
Orders menu item. Employee
and Vendor data noted as
separate items.
Parts Tracking
1
Automatic accumulation of data
upon placement on Work Order.
Accessed via screen form via
individual Work Order Options
Menu selection or Reports/Work
Orders menu item.
Record Equipment
1
Noted in field found on the
■ Downtime
individual equipment record found
on the Work Order screen form or
• Estimated/Actual
Quick Work Order Update form
• Beason for Outage
(both accessed via ActivitiesiWor
Order menu item). Reports
■ Solution
available via the Reports/Work
Order menu item.
• Reason for Failure
View Material and Labor
1
Automatic accumulation of data
Costs
upon placement on Work Order.
Accessed via screen form via
individual Work Order Options
Menu selection or Reports/Work
Orders menu item.
Update Meter Readings from
1
Accessed via Meter tab on Work
Work Order
Order screen form, associated to
individual equipment record.
Populate Equipment Spare
1
Accessed via ActivitiestEquipmen
Parts
menu item. Creates lists from
inventory history records.
Ten Custom Fields
1
Field labels may be customized
via Security Design.
Multimedia File Attachments
1
Held on the Attachment tab of the
Work Order screen form,
Viewable/ printable via button on
screen form. Windows based
browse function allows retrieval
across netwofk paths. Multimedia
Path designation available in the
Tools/SetupMenu item permits
Proposal to The City of Des Moines Wastewater Reclamation tility for a CMMS Solution
paths. Multimedia Path
designation available in the
Tools/Setup Menu item permits
identification of local/network
directories as document
repositories.
Normal Work Week Schedule
1
Accessed via the Activities/
Per Employee
Scheduling menu item.
■ Per Site
Scheduling Exceptions
1
Accessed via the Activities/
Per Employee
Scheduling Menu item.
* Per Site
Drag -and -Drop Work
1
Access via the Activities/
Scheduling Calendar
Scheduling/Work Orders menu
• Day, Week, Month Views
item.
• Reschedule PMs and
Work Orders
■ Unschedule PMs and
Work Orders
Craft Sequencing
1
Associated on the Details Tab of
the Task screen form.
Production Schedule
1
Accessed via
Activities/Scheduling/ Production
menu item.
List of Tasks (PMs) per
1
Accessed via Reports/Tasks
Equipmenti
menu item.
Work Orders
Work Order Wizard
1
Accessed via Toois/W izards
menu item. Allows simple, step-
by-step data entry of basic work
order information.
Site-specific Work Order
1
Accessed via Activities/Work
Records
Orders/Work orders.
Scheduled Process for
1
Accessed via Tools/Setup/
Automatic Work Order
Scheduled Jobs menu item.
Generation from Tasks
Customer definable parameters
for non -attended MP2 processes.
Automatic Numbering
1
Accessed/set-up via Tools/Set-up
• Per Site
Work Orders menu item.
Work Priorities
1
Associated at Task table level
and/or individual Work Order
screen form.
Equipment- and Location-
1
Associated at Task table level
Proposal to The City oTDes Moines Wastewater Reclamation Facility for a CMMS Solution y
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between sites via copy record
function.
Equipment- and Location-
#
Any Task and Word Order may be
based Tasks
either location or equipment
based.
Multiple Equipment/Locations
1
Simple radio button selection on
per Task
the individual Task screen form
• Generate as One Work
allows multiple or single
Order
equipment work order generation
per task.
■ Generate as Separate
Work Orders
Schedule by Date or Meter
1
Accessed via individual Task
Schedule tab. Definable to
specific equipment associated to
the Task.
Schedule Classification
1
Accessed via individual Task
■ Fixed
Schedule tab. Definable to
specific equipment associated to
• f=loating
the Task.
• Duplicate
Required Parts Check During
1
Exception report is given if parts
Work Order Generation
non-availability precludes WO
generation.
Labor Resources Check
1
Exception report is given if labor
During Work Order
non-availability precludes WO
Generation
generation.
Specify Downtime Needed
i
Specified per specific equipment
on Task screen -from. Report
accessed via Reports/Tasks
menu item.
Unlimited Instructions
1
Coded instruction sets accessed
via Activities/Tasks menu item.
Associated on Details Tab of Task
screen form.
Required Parts
1
Listed and designated on Parts
Tab of Task screen form.
Task Shadowing
1
Equipment definable association
made on the Shadowing Tab of
the Task screen form.
Multimedia File Attachments
1
Held on the Attachment tab of the
Task module, may be designated
to print automatically on work
orders associarted with specific
equipment. Viewable/ printable
via button on screen form.
Windows based browse function
allows retrieval across network
J
Proposal to The City of Des Moines Wastewater ReclamatioFacility for a CMMS Solution IRF
Costing Methods (FIFO
1
Individual Warehouse method
LIFO Weighted Averaging)
designated via Setup/inventory/
Setup Tab menu item.
■ Warehouse -specific
Inventory Analysis Graphs
1
Inventory Analysis/Graphing
and Reports
accessed via the Graphs menu
item. Numerous customizable
reports accessed vie the
Reports/Inventory Menu. Menu
driven value and data
categorization customization
available.
Items Supplied by Vendor
1
Accessed via the
Report
Reports/Inventory menu and
viewable on the Vendor screen
form.
Stock Movement Report
1
Accessed via the
Reports/inventory menu.
Pick List
1
Pick list driven by placing required
inventory items on work order and
activating Pick List ballot box on
work order screen form. List
accessed via Reports/Work Order
menu item.
Labor
Site-specific Employee
1
Primary Site association, but may
Records
be assignedlrecord work
performed at non -primary sites.
Training Information per
1
Viewable on the Training tab on
Employee
the individual Employee screen
form. Report accessed via the
Reports/Labor menu item.
Multiple Wage Rates per
1
One primary (default) wage
Employee
designation allowed, unlimited
secondary wage rates allowed.
Time -keeping f=unction
1
Accessed via the Activities/Labor
menu item. Captures exceptions
to normal work schedule.
Automatic deduction from
Vacation/Sick accounts.
PM & Scheduling
Task Wizard
1
Step by step process, accessed
via Tools/Wizards menu item,
places basic data in Task table to
assist in program start up.
Site-specific Task Records
1
Task records site related due to
equipment specific site relation.
Basic data may be copied/shared,
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Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution ryg
Charge Items to Work Orders 1
Accomplished at several levels of
• Equipment
inventory processing, work order
association, and purchasing
• Cost Center
"receive to" designation.
• Employees
■ Locations
Block Future Transactions 1
'
Inventory items can be reserved
for planned work orders,
effectively reducing available
stock.
Business Financial Periods 1
Global financial periods may be
for Transaction Tracking
designated via the Tools/Setup/
Financial Periods menu item.
Flexible designation by specific
date range.
Transaction History 1
Viewable on the History Tab of
individual inventory item or
Reports/Inventory menu.
Month -to -date and Year -to- 1
Viewable on the Usage Tab of
Date Usage
individual inventory item or
Reports/Inventory menu.
Reserved Parts 1
Inventory items required for work
actions are reserved during work
order generation/creation.
Reserved levels are taken into
account during automatic re-
ordering process to ensure
adequate stock on hand.
Vendor and Manufacturer 1
Vendor and Manufacturer
Records
information held in separate
tables, accessed via
Activities/Inventory menu or look-
up function at individual
Inventory/Equipment screen
forms.
Payment Terms Validation 1
Globally coded and held in an
individual table accessed via the
Activities/inventory menu or look-
up table on the individual Vendor
screen form.
ABC Analysis 1
Customizable inventory value
analysis function accessed via the
Activities/inventory menu.
EOQ Analysis 1
Definable inventory quantity
analysis function accessed via the
Activities/inventory menu.
.ji
Proposal to The Cit of Des Moines Wastewater Reclamation for a CMMS Solution
Item Location
1
Global inventory item may be held
Multiple
at various locations within various
Warehouse/Locations
Warehouses. Vendor/re-order
options/stock designations
separately definable at
Warehouse level.
Two Re -ordering Methods
1
Vendor/re-order options/stock
(Min/Max and Reorder Point)
designations separately definable
■ Per Warehouse
at Warehouse level. Designation
held at individual item level.
Item Cost (Average Unit Cost)
1
Updated at each receipt, viewable
on Inventory record cost tab.
Substitute Items
1
Accessed via Substitute Item Tab
on Inventory Record screen form.
Multiple/unlimited associations
allowed.
Specifications and Notes
1
Accessed via the Specification/
Notes Tab on the Inventory
Record screen form.
Specification automatically print to
Purchase Orders
Ten Custom f=ields
1
Field labels may be customized
via Security Design.
Multimedia File Attachments
1
Held on the Attachment tab of the
Inventory module. Viewable/
printable via button on the screen
form. Windows based browse
function allows retrieval across
network paths. Multimedia Path
designation available in the
Tools/Setup Menu item permits
identification of local/network
directories as document
repositories.
Inventory Management
1
Check-out/return functions
• Check-out/Return Items
accomplished via a quick, multiple
item screen form or on the work
• Adjust Stock
order screen form. All other
■ Physical Inventory
functions accessed via Options
Menu items on the Inventory
• Move Items Between
record screen form. Physical
Locations
inventory function accomplished
via interactive table that allows
■ Move Items Between
batch updating of individual
Warehouses
entries.
DP-- .- _.- iic ... 33
•
Proposal to The City of Des Moines Wastewater Reclamation Facility for a CALMS Solution
Service Contracts
1
Identified and held in an individual
table accessed via
Activities/Equipment/Service
Contract Menu item or look -up
function from the Equipment
record screen form. Vendor
association and payment
information available.
Failure Analysis (Tree View)
1
RFO, RFF, and Solution Codes
held in individual tables, accessed
■ Reasons for Outage
via the Activities/Equipment Menu
(RFO)
item. Failure Analysis associates
■ Solutions
RFO and Solutions in Equipment
Type grouping and allows key-
■ Reasons for Failure
word search function for
(RFF)
troubleshooting purposes. Work
Order analysis functions utilize
RFO and RFF grouping for
reporting purposes.
Cost Roll -up to Parent
1
Accessed via the Reports/
Equipment (Component Costs
Equipment/Components Menu
Report)
item.
Meantime Between Failure
1
Accessed via the Reports)
Report
Equipment Menu item. Provides
specific equipment analysis of
RFO and RFF solutions within
Equipment Type.
ventoty
Account Codes
Account Codes held in global
table and may be associated to
■ Balance
inventory items in a default
■ Expense
relationship per warehouse and/or
individual inventory item as a
■ Write-off
default -exemption or point of use
exemption.
Item Categories (Stock/Non-
1
Individual item designation,
stock)
definable at the Warehouse
level, to allow flexibility in stock
re -order function and inventory
holdings- A non -inventory
designation exists for the
Purchasing function to bypass
inventory table associations for
direct -buy Items.
Unit of Measure Validation
1
Distinct and definable unit of
measure/unit-of purchase for each
individual item/warehouse/vendor
relationship.'
Proposal to The City of Des Moines Wastewater Reclamation 5pacility far a CMMS Solution g�F
relationship.
Safety Notes
1
Held on the Safety Tab of
Equipment module. Prints on all
work orders.
Equipment History
1
Quick Work Order reference table
viewed on History Tab of
Equipment module.
Comprehensive information
available via Report menu item.
View
1
list view allows columnar review
of equipment in spreadsheet
format. Record view presents
information one equipment record
at a time easy -to -read screen
form.
Ten Custom Fields
1
Field labels may be customized
via Security Design.
Multimedia File Attachments
1
Heid on the Attachment tab of the
Equipment module, may be
designated to print automatically
on work orders associated with
the specific equipment. Viewable/
printable via button on screen
form. Windows based browse
function allows retrieval across
network paths. Multimedia Path
designation available in the
Tools/Setup Menu item permits
identification of local/network
directories as document
repositories. -
Notification of Work on
1
Identified via ballot box on
Equipment Requiring Special
equipment record. Notification
Handling
window generated upon
placement of equipment on work
request/work order.
User -defined Nameplates
1
Accessed via Options menu on
specific equipment record or via
Activities/Equipment/Nameplate
menu option. Unlimited number
of fields allowed. Fully
customizable by Equipment Type.
User -defined Equipment
1
Accessed via Options menu on
Variables
specific equipment record or via
Activities/Equi pment/Variables
menu option.. Unlimited number
of fields allowed. Fully
customizable'by Equipment Type.
Variable data may be retrieved on
the Work Order screen form.
Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution WRF
Responses to Functionality Table
Datastream has completed the functionality table provided with the RFP. As demonstrated, MP2 Enterprise
meets the requested functionality.
Featu re/Fu nctionality Yes/No Weight
(Key) Comment
-Equipment
Site-specific Equipment
1
Equipment records are site -
Records
specific and require city
in the naming convention.
Associated type, manufacturer,
vendor tables are global for all
sites.
Locations $ Sub -locations
1
Site-specific table for locations
and 3 sub -locations to allow
independent association with
equipment and work order
processing.
General Ledger Numbers
1
Global table
Department and Cost Centers
1
Global tables
Lifetime Labor and Material
1
Information automatically
Costs
accumulated at closing of work
Separate Employee and
order/issue of inventory. Access
Vendor Labor
to information via screen form and
via report menu. Employee and
vendor labor are
accumulated/shown on separate
individual lines.
Original and Replacement
1
Held on the Financial tab of the
Costs
equipment record. Utilized for
cost analysis and simple
depreciation calculations.
Spare Parts List
1
Coded per individual equipment
or groups of like equipment.
Retrievable at work order level for
quick issue to work actions.
Meter Readings
1
Multiple meters allowed per
(Add/Replace)
equipment. Utilized in Task
scheduling. Life history
maintained on separate tab in
Equipment module. Add/replace
function to allgw cycle/runtime
discretion in meter setup.
Y
Components (Tree View)
1
Components Tab of Equipment
module allows association of all
listed equipment in arent/child
Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution WRF
Section 4
Responses to Functionality
Table
"At Datastream, we believe that one,
of our key strengths is the ability to
distill the complexities of an
enterprise operation into powerful
simplicity. We understand that
simplicity is the essence of
sophistication, and it shows in our
software.'
Note: The following Section contains the
w Datastream responses to the functionality
matrix as found in tl�e RFP.
Imf
� J
Proposal to The City bes Moines Wastewater Reclamation Ality for a CMMS Solution WRF
■ . Customer would be responsible for extracting the data from MP2 in a readable format (we can
provide list)
• Datastream will write the scripts to move the data from the existing system to MP2
■ Two conversions are suggested -a test conversion where the data will be reviewed for accuracy and
the final production conversion
■ The final conversion can be done at the site or at Datastream
Acceptance Testing
Datastream will conduct testing as specified by internal standards and client expectations.
Documentation
The City will receive a User's Guide, System Administrator's Guide, Add -On Guide, Quick Start Guide,
and an MP2 Quick Reference Card. Unless otherwise negotiated, one copy of each is provided.
Datastream supplies documentation in 3 formats: hard copy, on-line help accessed through the product
itself, and Adobe Acrobat files. Users may print as many Adobe Acrobat copies of the documentation that
they require for internal use. Users may not distribute the documentation to users outside their
organization.
Datastream updates user documentation between beta and final releases, as well as for maintenance
releases and reprints. Datastream uses a part number version control system to manage changes
between versions of documentation.
Problem Resolution
Datastream interprets this requirement to request information on response times (problem resolution). In
general, response time is defined as the time it takes from the initial point of contact, be it email, voice
mail, FAX to return a call to a customer that has called in with a question/problem. More specifically,
Datastream tracks response time on a per issue basis within our two-tiered support system.
First level of support is dedicated to helping those customers that call into our 1-800-365-6775 support
queue as quickly as possible to minimize hold times. Response time in this case is tracked as hold time
Our target response time is 3-5 minutes. The current average (last 6 months) is 4 minutes.
If an issue is overly in-depth or complicated, the first level analyst passes the issue to a second level
analyst for a callback at a later time. These second level issues are prioritized based on customer needs
and called back based on priority. Response time for level two is based on the assigned priority of Low,
Medium, High, and Critical. Our target response time for a Critical issue is 30 minutes. Calls categorized
as High priority are returned in 1 to 2 hours. Medium response time is 2 to 4 hours. Low priority calls are
returned within 24 hours.
It is Datastream policy to pursue the nature and extent of any problem until it is resolved, including
software, and services.
User Croups
Datastream holds an annual Technical Conference featuring relative keynote speakers, new product
information, and a hands-on computer lab. Client satisfaction and reception to and use of, our product
line is extremely important to us. Therefore, Datastream gets much of its information for future upgrades
from this yearly Technical Group Conference. We ask that the workshop leaders take notes of ideas or
concerns during the conference. In addition, we solicit information from our Technical Support Group
regarding most frequently asked questions and problems encountered. All of this information is used to
plan product enhancements, developments, training seminao, and support upgrades.
Proposal to The City a'f Des Moines Wastewater Reclamation Facility for a CMMS Solution �F
■ Oracle Projects Reporting
Course Objectives
Course Objectives include knowledge of and training in the following:
■ Hands-on MP2 installation procedures with personalized discussions
■ Balance memory, disk, network, and processor resources for maximum throughput
■ Navigate Oracle Projects and produce necessary CMMS reports
■ Directory structure and architecture of the City CMMS database
• Control Panel options for system configuration
■ Familiarity with Windows Registration Database
■ Initialization file
■ Use of Technical Support information access systems
• Internet support for CMMS
Technical Support and On -Going System Maintenance
The Datastream Technical Support staff is trained to answer all questions about Datastream
software. As a Technical Support subscriber, the City will be entitled to all Datastream support
services including telephone support using our toll-free support number, access to the electronic
bulletin board, Internet support, free updates to our products% and modem support.
Q Details about maintenance and support are included in the standard licensing agreement
included in Appendix of this submittal. The Appendix also contains the Technical Support
Options available to the City.
Additional Services
Additional services can also be provided by Datastream as follows;
Installation
• Datastream will install or assist with the installation of the RDBMS (Oracle or SOL Server). Ideally we
would work with the client's technical staff to make sure that the installation meets their standards
(Time required 1 day)-Datastream/City
• Datastream will install a production and test database (time required 1 day)-Datastream/City
■ Datastream will install the client workstations (time 1-2 days). We can typically install 5-10 client
workstations a day. Datastream can also work with the client's technical staff to train them on how to
perform the installation.
■ System testing and validation. Datastream will perform various systems checks to validate
performance. We also have tools to benchmark performance of the system. Datastream and client
technical resource
■ Customer sign off on performance of the system and accomplishment of established objectives
Data Conversion
• Prior to mapping data or extracting data from the system, it is advisable that the customer have spent
some time getting familiar with MP2-Resources required would be MP2 primary users
• 'Datastream would work with the customer to map the data into the appropriate fields in MP2
Proposal to The City ftes Moines Wastewater Reclamation Flity for a CMMS Solution e
Grainger Electronic Catalogue
Purchasing Module (start)
■ Friday
Purchasing Module (finish)
Electronic Purchase Order Transmission
Inventory Analysis and Management Reporting
Barcode Option Overview
Course Obiectives
Course Objectives include knowledge of and training in the following.
■ Purpose and function of MP2 in daily City CMMS maintenance operations
■ Principles and techniques of Work Order data collection and entry
■ Characteristics of a successful CMMS
■ Preventive maintenance procedures
Management and Information Systems Training
The content and objectives of these courses will be determined during the implementation process.
Curriculum will be tailored to meet each individual company's operating and personnel objectives,
and will be structured to accommodate appropriate levels of expertise.
System Administration Training
This course will give City system administration professionals an understanding of the technical
aspects of M132. Users will learn how to extend the basic elements of the Windows NT operating
system to MP, about networks, MP2 architecture, MP2 installation and troubleshooting. Users will
receive direct presentations and participate in hands-on laboratory exercises.
Attendees should include all technical implementation and maintenance of the City CMMS package.
Experience required includes a thorough understanding through daily working knowledge of the
Windows operation system.
Course Conten
Course Content can include, but not be limited to, training on the following modules:
• System Overview
■ Starting the System
■ Navigating the System (Initial Setup/Planning)
+ Module descriptions and interactions
+ Labor, Equipment, Inventory, Task, Work Order, Work Request, Budget, Statistical
Predictive Maintenance
• Utilities
• Security design
• Work order analysis and management reporting
---
i •
Proposal to The City of Des Maines Wastewater Reclamation Facility for a CMMS Solutionp
This course provides a basic understanding of the use of MP2 in the day-to-day maintenance
management techniques and the City CMMS work process flow procedures. Through direct
presentations and hands-on exercises, users will learn the basics of navigating around in MP2, the
general function of each of the MP2 modules to be used in this program, and their interactions.
Attendees should include all maintenance and construction personnel involved in the day -today
Work Order origination, execution, and reporting process. Experience required includes a working.
knowledge of the Windows operating system. If a user is not fully conversant with the Windows
operating system, they must attend any Microsoft Windows tutorial and be acknowledged as such to
the Datastream Trainer/Consultant before they will be permitted to attend CMMS training.
Schedule
Start 8-8:30am, Finish 4:30-5pm.
15-20 minute breaks at mid-morning and mid-afternoon.
Lunch break of about an hour.
Course Content
Course Content can include, but not be limited to, training on the following modules_
■ Monday
System Overview
Getting Around
Initial Setup/Planning
Equipment Module
Asset Management Module
Labor Module
s Tuesday
Work Order Module
Task (Preventive Maintenance) Module
s Wednesday
Work Order Scheduling
Service Request Module
Work Order Analysis and Management Reporting
Statistical Predictive Maintenance Module
Budget Module
Security
Utilities
■ Thursday
Inventory Module
Proposal to The Jaf Des Moines Wastewater Reclamation • ility for a CMMS Solutionp
Upgrades
MP2 upgrades are relatively easy to execute, following the instructions that come with all upgrades.
Datastream Engineers can be made available to assist with such tasks, and should require no more
than 3 days to fully upgrade each workstation within the facility to the most current version.
Training Schedule
The recommended training schedule is as follows, but can be adjusted to fit facility -specific needs:
Consultant/Trainer Training
All Datastream Consultants are required to complete a 6 -week training course that is designed to
certify the Consultant on the MP2 products. This training includes class lecture, on-site
assisting/mentoring, and testing. Once the Consultant is certified to work with customers on the
products, they are eligible to attend classes on the more recent products and allowed to take the
certification test. Trainers and consultants are chosen based on their ability to communicate
effectively, trouble shoot in a class room or plant environment, and capability and experience level.
Course Descriptions
The following narrative describes the end user training and system administration training.
Management training, and information systems training, is highly variable depending on the specific
needs of each facility. Datastream will provide agendas when additional, facility -specific information
from the City becomes available.
5 -day End User Training
This schedule will be altered as needed, so that areas of importance to each company can be
emphasized while spending less/no time in those areas in which the company has no interest. The
schedule also depends upon the degree of computer/Windows literacy of the team members being
trained and how quickly participants learn new things. Interruptions of the class, a lack of sufficient
computers for training, and many other things can also slow down the process and affect the
schedule. For those people interested only in certain areas of the training, it is very important to
participate in the first day of classes even if the material covered does not pertain directly to them, as
the basics of the system are taught on this day.
'
Qescrl tion Til'alinn=
of
Initial project consulting, definition of goals, setting of
3 Days
benchmarks
End user training (per user, depends on # of computers
5 Days (variable, depending on
available)
project requirements and user
expertise)
Management Training
3 Days
Information Systems Training
1 Day
System Administrator Training
5 -Days
Consultant/Trainer Training
All Datastream Consultants are required to complete a 6 -week training course that is designed to
certify the Consultant on the MP2 products. This training includes class lecture, on-site
assisting/mentoring, and testing. Once the Consultant is certified to work with customers on the
products, they are eligible to attend classes on the more recent products and allowed to take the
certification test. Trainers and consultants are chosen based on their ability to communicate
effectively, trouble shoot in a class room or plant environment, and capability and experience level.
Course Descriptions
The following narrative describes the end user training and system administration training.
Management training, and information systems training, is highly variable depending on the specific
needs of each facility. Datastream will provide agendas when additional, facility -specific information
from the City becomes available.
5 -day End User Training
This schedule will be altered as needed, so that areas of importance to each company can be
emphasized while spending less/no time in those areas in which the company has no interest. The
schedule also depends upon the degree of computer/Windows literacy of the team members being
trained and how quickly participants learn new things. Interruptions of the class, a lack of sufficient
computers for training, and many other things can also slow down the process and affect the
schedule. For those people interested only in certain areas of the training, it is very important to
participate in the first day of classes even if the material covered does not pertain directly to them, as
the basics of the system are taught on this day.
0 •
Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution WRF
An Overview of On -Site Training
Although Datastream Training Centers provide the most comprehensive training opportunities
available, Datastream also recognizes that specific training needs are as unique as the companies
we serve. Datastream often provides training classes customized to meet the individual needs and
circumstances of each client as well as training on products or topics for which regularly scheduled
classes are not offered.
In addition to on-site tailored curriculums, Custom Training is also available through
Datastream's state-of-the-art Training Centers in Chicago IL, Dallas TX, Greenville SC and Irvine CA
where clients will learn in a hands-on environment using computers already setup according to client -
specific specifications.
Datastream Custom Training classes provide:
• Course content tailored to each company's specific needs, even using f=ile/Server data if
requested"
• Out -of -office training, if necessary, with each student having access to hardware capable of
supporting independent Oracle or SQL MP2 databases
■ Solutions for common experiences shared by fellow employees from other sites
■ Opportunity for brainstorming and in-depth discussions aimed at getting the CMMS solution
running as efficiently as possible
■ Discounted pricing available in some circumstances
Besides requesting Custom Training that covers content already provided in our publicly scheduled
classes, training is also provided for other topics including:
• Upgrading to the newer Datastream MP2 Enterprise 6.0 product, learning how to best use the
new features and functions, and setup the multi -site features for security and the rest of the
modules as needed for each facility.
• The MP5 Enterprise Asset Management System - How to use MP5 for effective Enterprise Asset
Management. Learn to customize fields and forms, track rotatable spares, integrate with process
control systems, schedule work and set up predictive maintenance.
■ Incorporating the proven RCM2 decision-making process in order to make the right maintenance
choices. RCM2 outlines the pros and cons of preventive, predictive, and corrective maintenance
and helps you identify what maintenance type is suited for you. RCM2 lays the groundwork for
reliable, safe, and productive equipment.
Training Program Recommendations and Requirements
On-site training is highly recommended because it greatly reduces costs in terms of expenses. A
Datastream engineer can be made available to train as many individuals as the client feels are
necessary in any given amount of time.
Six to eight independent workstations (one per user) in a classroom environment are recommended.
The total duration for the "End User" training sessions is directly related to this factor, as it will require
the greatest time allocation for the implementation project,
A fundamental working knowledge of Windows is the recommended (minimum) skill level requirement
for all trainees. For trainees that have no Windows experseuce/training, every effort should be made
to assist in providing a basic training course before receiving MP2 instruction. Datastream does not
provide any fundamental Windows training, but can assist in choosing an appropriate course for
beginners.
0
Proposal to The CityIoDes Moines Wastewater Reclamation Facility for a CMMS Solution
As enhancements, new products, and emerging technology continue to be incorporated into our
environment, the opportunity and challenge for creating custom programs will grow. Our primary goal,
however, remains the same --client satisfaction and continued ease of use that have become hallmarks
of the MP2 Enterprise product line, and Datastream as a company.
Integration
Datastream employs a full-time integration department made up of highly technical individuals who will be
assigned to assist the Datastream engineer with integration issues. Typically, the process begins with the
Datastream integration team visiting the client's site and consulting with current users. Data is collected
concerning client and user objectives, as well as current system configurations. An integration plan is
formalized and reviewed with the client. The project manager will also be involved, as well as any other
resources necessary to facilitate an even transition.
All Datastream integrators have a strong working knowledge of Oracle, MS SOL Server, PC hardware
and networking technologies. They will assist clients in planning the necessary hardwarelsoftware
requirements so that the integration process will proceed smoothly. Client satisfaction is a primary focus
at Datastream.
MOSIA is the means by which MP2 shares information and functionally integrates with other packages. it
includes Application Programming Interfaces (API), which can be used to integrate with financial
software, plant floor interfaces (PFI), information subscription services and many other software systems.
The format of these interfaces includes inboundloutbound queues (data tables) and OLE automation
components.
The four components of Datastream's business integration software, MOSIA, are summarized in the
information contained in the Appendix of this proposal.
Training
Datastream offers an approach to implementation that integrates training. We have a dedicated training
staff, with access to additional consultants who are also capable of and experienced in providing on-site
training. Datastream's training department and program is progressive and well defined. Trainers are
trained and experienced service providers. As outlined in the.lmplementation Plan included in Section 5
of this proposal, Datastream uses a "train the trainer' approach to training. Materials provided are award
winning and easily understood and adapted to each client's individual needs.
Introduction
Datastream offers an array of intensive training courses and maintenance planning seminars
designed to address the specific needs of modern maintenance management. Taught by
Datastream's experienced team of engineers, the courses offer practical, hands-on instruction and
solutions to virtually all of your maintenance needs. A small teacher/student ratio guarantees
personal attention in addressing your individual needs and questions.
To offer training programs in an optimum, hands-on learning environment, Datastream maintains
training centers in Greenville, SC, Irvine, CA, Chicago, IL, and Dallas, TX, equipped with some of the
most current computer equipment. Courses at the Datastream Training Centers allow clients to
concentrate on learning valuable skills, away from the distractions of day-to-day office or plant
environments.
Datastream also offers both on-site training and regional training classes throughout the year at
various international locations including the United States, Canada, and Mexico.
.44
- r
Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution
Support Services Overview
Datastream's Professional Services Group (PSG) has helped thousands of companies with software
implementation and overall maintenance management consulting, in industries that include hospitals,
government facilities, utilities, office complexes, military facilities, paper and textile mills, and industrial
manufacturing plants.
Nowhere is Datastream's commitment to client satisfaction more evident than in the PSG. This group is
endowed with personnel and technical resources that are unequaled in the industry. Some of the resources
offered to the City through PSG include;
• project Management and Maintenance Management Consulting Services
• Specialized Services (Customization, Integration, Data Conversion)
• Training (Courses, Seminars, Computer Based Training, MP2 Certification, System Administration)
• Technical Support
The individuals assigned to deliver the services offered through PSG include engineers, trainers, and project
managers who have literally decades of experience in each of the areas of expertise offered. Each
understands the nuances of communication and team building, and each member of the City team will be
committed to making sure that the City will achieve the objectives established for this implementation project.
Project Management and Team Approach
Datastream has effectively designed and implemented CMMS systems for every type of industry and facility.
Datastream knows what it takes to make CMMS success ... team -building, good communication, and a firm
commitment to client satisfaction. That is why the Professional Services Group employs a devoted project
management department who specializes in effective client liaison, project organization, and personnel
deployment.
The City will be assigned a dedicated project manager who will serve as the City's single point of contact
during the course of this project. From this position, the project manager will provide timely updates on
project status, schedule changes, customization, training requirements, and a project summary analysis.
Communication techniques and frequency will be tailored to fit City requirements.
Specialized Services
Customization
Datastream's Custom Programming group offers a variety of enhancements and options that are
designed to address specific requirements that may not be available in the standard MP2 Enterprise
(Oracle) software. The group is experienced in analyzing client requirements, designing strategies to
meet those needs, and developing cost estimates. Examples of some areas in which we have completed
customizations include:
■ Reports: Modify existing reports or add new reports to enable end users to better monitor field
situations, team performance, and cost management.
■ Functionality: Adding new features/modules to help implement the City business rules or adjust
existing procedures to meet City needs.
■ Interfaces: Enable MP2 Enterprise to talk to other softwate.that you are using. The software may
include such types as purchasing, accounting/financial, meter reading/alarm, or data collection
packages.
• New technology: Build links to pagers, scanners, and other new technology that exists at City sites.
IoDes
9
Proposal to The City Moines Wastewater Reclamation Facility for a CMMS Solution �'RF
Section 3
Support Services
"Asset Management is accomplished
through a combination of software
and Professional Services. "
Note: The following Section contains an
overview of the services that Datastream
has to offer. '
Proposal to The Citykes Moines Wastewater Reclamationtaility for a CMMS Solution WRF
Why Choose Datastream
Datastream is a customer centric organization. The four cornerstones of our business philosophy are:
i. Simplicity — Our goal is to make the software as simple to use as possible. We take the complex
functionality and provide a simple easy to use graphical interface. We are still the only CMMS that is
Microsoft Office and BackOffice certified.
2. Functionality —Superior functionality and flexibility to meet the broad range of requirements needed
by our extensive client base has driven Datastream to achieve the following:
■ Plant Engineering Magazine — Product of the Year award software category, Seven years in a row
from the readers of Plant Engineering Magazine.
• Business Week -- Hot Growth Companies
■ Forbes Best 200 Small Companies
■ Manufacturing Systems Top 50 Software Companies
• Deloitte & Touche Fast 500 Program
■ Numerous awards for product documentation and manuals from the International Society of
Technical Communication
3. Technology -- Functionality and technology go hand in hand. Datastream has the financial resources
to continue as the leading edge in both functionality and technology.
We have a significant install base that continues to suggest product enhancements that are built into
the products. Our leading edge technology provides a lower "Total Cost of Ownership". Supporting this
is "thin client' workstation technology, Windows CE portable clients. As a Microsoft Solutions Provider
and Oracle CAI partner Datastream is molding our business in the maintenance management industry
to mirror those who lead the technology industry as a whole. We are committed to providing ERP
integration for companies such as PeopleSoft, Oracle, SAP, and Baan as off the shelf integration
products that Datastream supports as a company. Datastieam is the first supplier in the CMMS/EAM
industry to offer an entirely web based product. Although some of our competitor's make the same
claim ,they actually offer a product that has to be purchased in conjunction with another one to offer
the same technology -- this leads to added cost, added support concerns, added future upgrade
problems.
4. Value -- Datastream adheres to the "Technology Paradox" which states that a company will generate
the most revenue as prices are failing the fastest. Datastream has always been the price value leader.
The Bottom line is that Datastream will take the risk of implementing a CMMS system out of the equation.
Our charter is to make our clients successful.
-02
0
Proposal to The Cityes Moines Wastewater Reclamation Facility for a CMMS Solutionp
Figure 8 -Purchasing
Figure 9 -Inventory
Proposal to The Ch f Des Moines Wastewater Reclamation • ility for a CMMS Solution K.
RF
Pdnt barcode
SCa11 barcode
data into reader,
aiia
E)i3El
L7ElD
D
Upload data to PC
LD fl and post to MP2 for Windows
Figure 6 -Barcode
Figure 7 -Work Requests
Proposal to rhe City *es Moines Wastewater Reclamation Facility for a CMMS Solution �F
Figure 4 -Work Order Flow
Figure S. Work Order Tracking
0 •
Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution ryRF
Figure 2 — Labor Module
Figure 3 -Tasks
Proposal to The City *es Moines Wastewater Reclamation F&�lity for a CMMS Solution i
MP2 Work Flow and Module Diagrams
The diagrams on the following pages present an overview of how the base modules within the MP2
Enterprise operate.
Figure 1 — MP2 Overview
-30N 1 D I , L t I 1 Vr 117I !11171 , O—L I — 1 , 0 • G5F1 lIl , FAVULAZ1110141 07u1q 1 . — OUQD%DcDU l O , # G! s7
C RACT REVIEW AND ANALYSIS FO
Directions: Please Attach supporting rents. All sections nest be completed, excly "CRC Comments".
Date: 7 18 2001
DEPARTMENT/DIVISION: General Services Adt
CONTACT PERSON / CONTACT NUMBER:
CONTRACTING ENTITY: Datastream Systems,
RESOLUTION NUMBER: Emergency Purchase
BUDGETARY INFORMATION: Are funds budgeted? YES
TOTAL. DOLLAR AMOUNT: 5140,215 (includes ❑ EXPENSE
SOURCE OF FUNDS: ^Software, Installation, ACCOUNT CODE(S)
I Yr Maintenance, S30K
in contingency cost.
If grunt funded, is thore a City match rcquircmcnt? YES ❑ NO
Are matched funds Budgeted? YES ❑ NO ❑ Account Code(s)-
TERMS OF CONTRACT:
57
BID:
Des Moines R.FP 01.2001-021
& PSA NO. 20808
(if Alicable )
❑
NO E lryus,
❑
REVENUE
504000.420119,6.840 ($121,804.77
506000.420601.6.840 ($18,410.23)
AMOUNT:
Effective Date: Immediately upon Oversigbt Board Approval.
Escalating Clause, if any: _.
Contract Period (s): Single Purchase with a I yr maintenance contract, per terms and conditions of lies Moines k P &
PSA.
Payment terms:
Penalties, (if any), for termination:
If grant funded, list restrictions/requirements, if applicable:
SUMMARY/DESCRIPTION OF CONTRACT OR AGREEMENTS
Is this an extension? YES [] NO ® Reason for Extension: N/A
If YF—S, actual expenditures in previous cont)-dct Year
Suntmary/Description of Contract or Agreement: For the purchase of a Com uterized Maintenance Management S tem
(CMMS), with i yr annual support and maintenance option, implementation services and $30K in continaencv amount for
Unforeseen services which constitutes in extra work, as per the terms, prices and condiiiods of the City of Ues'Mdines RFP
and PSA.
JUSTIFICATION FOR CONTRACT OR AGREEMENT
(Include why it is needed, consequences if not authorized or approved and time constraints, if any.)
The Department of GSA, Property. Maintenance and MRC Facility Divisions are looking for a work order system for a cost
Fffective system to monitor preventive maintenance, reduce downtime, provide access to various reports to Mide mann •ria]
Decisions -making, capture FEMA data for auditing purposes, MOST IMPORTANT for inventory control. Our goal h
Purchasing this software is to improve the internal service support by reducing turn -around time of services, so in turn other
Departments can provide better services to the citizens of Miami. Emergency status due to utilizing the discounted prices that
Will only_ be honored by the vendor good through July 31 t 2001.
METHOD OF PURCHASE (If applicable)
❑ Telephone quotes ® Single Purchase with Maintenance
❑ Written quotes ❑ Short -Term Contract
❑ Negotiated Purchase ❑ Lease (Typo:_ }
❑ Sole Source (include documentation) ❑ Term of Contract
❑ Did Waiver (include documentation) * Des Moines RFP 01-2001-021 & PSA No. 20808
❑ Formal Bid/Proposal (include bid tabulation/proposal ranking)
PREVIOUS AWARDS OF BID
From most reCCnt: 1) _,,,e-30
Approval:
Approval:
APPLICABLE)
Manager
Board
CRC COMMENTS:
a*tlntiQ
Date:
Date: 7{ 3
3MNI ZT;U II yr Miami ; u-zr- I ; 012tirm ; rKULUttt1 LN'I' Kim]'.- ZJUbb455U1b;# 5/ 5
Miaimi-Dade County Fire -Rescue - Revealed that here is a local Advisory
Counsel that reviews Datustrcam products, new releases, and product
performance. This is a wonderful local reference tool for trouble shooting and
keeping in touch with current users and their concerns.
Staff from IT and GSA both concluded that based on the available commercial software;,
DataStreani s MP2 Enterprise SQL provides a comprehensive, flexible, and accepted
product by other municipalities.
In an effort to move forward with the implementation of the CKMS system for the
Department of General Services Administration to sheet our YY 2002 objective and to
utilize tju discounted pricing based on the berms and conditions of this piggyback
contract, whose prices will he void oI'e lu y .37, 2007, your approval for this emcy enel
purchase is respectfully requested.
BUDgEl APPROVAL.
Funding is available from the Department of General Services
504000.420119.6,84i1($12'1„ 804.77) & 5t7WN),42061Z'1.6.840 ($18,410.23),
DATE:�
epartuiE.nt of 1iudg(,l and MuctaLtt;nu:nl
4o Linda M. Haskins
Di wl.or
Administration, Ancount Code No.
IT APPROVAL: PROCURPMENTAPPROVA[:
APTROV �'W ISA IVP APPROVED/DLSAPPROVED:
� ��w l e e appro
- ' nnTx:y� -
aepartsnent of Information'Pechnology Lie a spent f #'u s'
Aldo Stancato Jud . Carter . y
Chiof Information Officpr ft elf; 11 ( A
A contingency amount of $30,000 has been recotnmended by lhr. Doliartment of Information Technology for
those unforoswit surviots whiCh couslitukm extra wurk, as per thu terms, prices and conditions of the City
of Des Moines RFP No. 01-2001.021 and PSA No. 20888.
In addition, the vendK -irt price for 3 and 5 year mai pod
through July 31, 2002
'RO'VED:
A�- . &M fta ft . Girrlenez,
CAG/FKP/A
c: Frarnk Rollayon, As-rlstant Ctty Mara
Robert Nachlinger, Assistant City Manager
Judy Carter, Oirw.hrw of Purchasing
Linda M. I Ia%kins, Dire.r.h)r of Management & Undget
46 8 lc
Nampo" NION ni 94(,4 691,;
surf ut •t,I i 1 VF AlIkilnl 1 -G l- 4 r d-ZarIn 7 rrEVLUlfCIY N1 1MUMI.-t JU004bbulb;; 4/ b
Sub"uently, during the month of Murch, 2001, the Departments of Information
Technology and General Services Administration implemented a very limited interim
property maintenance management system that currently stores little information and
has no true monitoring, Statistical, or reporting capability, In addition, we currently
have no inventory control features_ The option of vuttomiyed development by IT was
considered, but found not to be cost effective or feasible due to limited staffing and the
complexity of the maintenance system thaL we require. Therefore, 1T and GSA staff
surveyed other jurisdictions, including Miairu-Dade County, City of Baca Raton and
City of Mianu Beach, in an effort to research available software that might meet our
prograrntning needs. 1'i' staff prepared a Recommended Vendor's List that included our
recommended vendor, Datastream System, Inc, - MP2 and MP5,
hadependently, the Departmont of IT had hired Arthur Andersen, LLP Consultants Lo
prepare an Information 'Technology Strategic Plan. In their Murch 7, 2001 report, the
inefficiencies of G.S.A.'s maintenance tnanagernent work order system were addressed.
Arthur Andersen`s analysis and recommendations were that there was a need for a
Comprehensive Maintenance Management System in the Property Maintenance
Division to provide timely, accurate services to the City's properties and fluat this
system could also potentially be used to process work orders for other similar
operational departments. Arthur Andersen Consultants reviewed various applications
and prepared a short list of available software packages that again included our
recommended vendor and Software product, Datastream Systems, Inc. - MP2.
RPsearrh by the GartnerGroup also identifies l7;tiNstrcam Sys#ants, Inc. as a viable
vendor and states the NT product offers clients solutions that are scalable to enterprises
with high functionality and comparatively straightforward implementations.
In evaluating the recommended software, the following agencies were contacted:
• City of Miami Beach - Site Visit to the Facility Management Division that has
been using MP2 Enterprise for approximately three (3) years. Was advised that
Miami Beach Convention Center also utilizes MI -12. User is Satisfied with the
functionality of the systern. User strongly bruggested that the Implementation
Services Package is purchased to expedite the process and obtain specialized
services for the installation phase. They are very impressed with the PM &
Scheduling functions. User is extremely satisfied with the Support Services
response time.
City of Boca Raton - Site Visit to the Municipal Services Department, Facility
Maintenance Division, and reviewed MP2 product. Again, it was strongly
recoinmended that we purchase the Implementation Services Package. They are
more Lhan satisfied with the product and highly recommend Datastreanes
Support Services. We were advised that the Street Maintenance Division also
utilizes the MP2 produr.t from Datastream.
• N iami-Dade County Port of Miami - Site Visit to discuss Datastream vendor
and MP5 Enterprise. They had made an extensive analysis on the various
Datastrearn products and were impressed by the, flexibility of MP5 and MF2.
They believe that MP2 is a good interim step to move into MP5.
JCI N l 01 • t' l l I VF' lil l MVI 1 i V -L I- 1 7 0 - G'tl I4 v 1 AVl.U1U MU Y I MUNI.-
0
UNI.-
0
CITY OF MIAMI, FLORIDA
INTER -OFFICE MEMORANDUM
TO; Carlos A. Gimenez
City Manager
FROM: Alex J. Martinez
Acting Director
General Services Administration
0
DATE: July 18, 2001
SUBJECT:
REFERENCES
ENCLOSURES:
UU%jUYUUU1 U r V Uf U
FILE:
Emergency Purchase of a
Computerized Muintena e;e
Management System for
G.S.A.
Description of Commodi /Services Needed
The Department of General Services Administration is respectfully requesting your
authorization for an emergency action to purchase a Computerized Maintenance_
1 az-vagement System. (CMMS) called MP2 Enterprise SQL Software, with one (1) year
Annual Support and Maintenance Option, and Implementation Services, from
1Data8treaum Systems, Inc. (non-local/non-minority vendor), utilizing an existing City of
Des Moines, Iowa, "Des Moines Metropolitan Wastewater Reclamation Facility", RTP
No. 01-2001-021 and Professional Service Agreement N'o. 20808, in an amount not to
exceed $140,215.
Goat & Obiectives
As submitted in our FY 2002 Budget Request, quest, the Department of General Services
Administration's long-term goal is to improve the internal service support by reducing
turn -around time of services provided to City departments, so they in turn can provide
better services to -the citizens of Miami. Other goals are to reduce administrative costs
and maximize asset pe=rformance.
In order to reach this goal, the first objective is to identify, access and purchase: a
Computerized Maintenance Management System (CMMS) for our Property
Maintenance and MRC Facility Divisions. We aro looking for a cost efficient solution
that provides an open, user-friendly, easily expandable system in a client/server
environment, a system that increases equipment availability, reduces inventory costs,
reduces downtime, minimizes the life cycle costs of system equipment, predicts
maintenance work (Preventive Maintenance), creates detailed profiles for all assets,
provides access to various reports and graphs to guide managerial decision-making,
captures FEMA work orders for auditing purposes, inventory control, and niany other
functions.
History
Due to Y2K compliance issues, the operating property maintenance system had to be
replaced by the only system available at that time which was called FASTEI-. The Fleet
Division purchased this system and it was believed that Property Maintenance could
also use it. Unfortunately, the system was too specific to the needs of Fleet and was not
meeting the specific demands of Property Maintenance. As a result, FASTER was no
longer an option and we requested the assisla ice of the Deptutme:nt of Information
Technology (IT).
0 9
r
`
Ure OF MIAMI, FLORIDA
INTER -OFFICE MEMORANDUM
`o. Alex Martinez, Interim Director DATE July 18, 2001 F'E'E:
General Services Administration
SUe-JEC T : Request to Piggyback Contract
PEI�E ENC"r & .
Judy S. Cai
Purchasing
I have reviewed your request for purchase of a computerized maintenance
management system and the Request for Proposal, Activity ID 01-2001.021 and
resulting Professional Service Agreement No. 20808 awarded by the City of Des
Moines, Iowa, on May 21, 2001.
Based upon my evaluation, I have determined that the City may purchase this system
and related services under RFP Activity ID 01-2001-021 and Professional Services
Agreement No. 20808, subject to the same prices, terms, and conditions until
December 21, 2001 and approval of insurance by Risk Management. (See attached
Price Schedule).
It is noted that Annual Support and Maintenance for 3 and 5 years as well as
Datastream Additional Module for webliink are excluded from the above contract.
As such, reference of this contract shall not be cited to purchase any of these
items.
It is understood that any requisition entered for same will require approval by ITD.
c: Conrad Salazar
Sara Gonzalez
Contract File
6111/tWml 15: S4 f3R'ASiF`�k"! + 913n5Q1 1a25FP
i�
> www.datastream.net
Judy S. Catser
Diiur ofPurchacing
City ofMiami, Punchagug Deparaaeat
444 SW 21d Avenue, 6a FI=
Miami. Florida 33130
Judy.
0
July 17, 2001
It is widarbluad that the city of Mimsi h. a $aria w "P;sOb %3L" ilio sam"Ioat fug a WQ& Otdx
Mmagemeat Sytcem batweat t)atastrearr 5yeieme. Inc. snd *0 Citv of Das Mamas. tow;.
PVr$W ttt to dta Ciry of MiAMN request. Datastream Systems, lac. herebp gees to otlfertlta City of Miami
a Work Oadar Maaagernent Systaa undo the scale price(:). terns and tonditioas as Aet;rity lD No_ 01.
2001-02t, Professiotral Service Agrc�n:No. 2t]t0i awarded m th.� 5ytaerns, We. rn lwte
19,2001. .
DattWrt.ant uwderma ds thu tl±e Ciry of Miami cines not have an affirmaive action pian as a vendor
t�heu Rene for ibis specific project; howCrer, it is Dattuceam's policy to make all employtaeu decwans
w
JIB to rACe, tolor. age, religion, sl;. n doral orijin, d•imWity, or vstaan statau. 'tlris parr y
applies CO All terms MCI o4e4itions of empfo "cw, iociudia4 necrvitmont, advotising. i:iring. pbcawn t.
promofioa. demotion, layoff, turrination, eatnparsadan, tt bing, ad wherespeets ofsmploymsar.
Datastream will provide, if r5MUry, anew license apamem reflecting the City of Miaati's participation
udescribed and ca tt ni; *etmic,•,re City of Des Maines references
Please do Ant hesitate to call me ar (1x64) 4:2.SOOJJ ityau have say queuiotts.
Best xgWds,
n Harriioa
Accauilt EtteCutive
Dorm* 11 Sygmu. Inc.
r ''
PID. ?41 G102
Datastmem•
City of Miami 13 July 2001
Attn: Conrad SalAzar
444 SW 2nd Ave, Suite 346
Miami, Fl 33130
Conrad:
Per our conversation, the tables below include the revised pricing for the City of Miami MP2
Enterprise SQL implementation project.
Software:
Product 1,
List
Price
City of Miami .
Priein
;' Quantity
Extended '
Pricin .
MP2 Enteapti SQL Software !
$9,995
1 $9,995
1
$9,995
Additional Concurrent users$1,995
$4,785
$1,495
15
$22,425
Pocket MP2
MP2 Barcode Module '
$1,395_1
$1,495
$1,345
S
56,975
$1,495 1 1
51,495
' 3 �i
$4 785
{
s
$40,$90
The discounted pricing above is valid through July 31, 2001.
SUDDort:
Annual Support Qptions
tion 1: Annual Support andMaintenance (1 Year)
Per�entaege n[ .
-List Puce
18%
Extended
$8,980
tion 2: Annual Support and Maintenance (3 Years)
_
I 15% x 3 ;
$22,450
tion 3: Annual Support and Maintenance (5 Years)
13% x 5 i $32,429
System Installation ' $1,595
$1,595
3
The pricing options above are due in full with the licensed software payment.
Services:
Jamiplementahoaa Services List Price
- Cit of Miami
Qaawtity
Ezteaded
'Priam
:Prfcin
System Installation ' $1,595
$1,595
3
$4,785
Core Team System Training I $1,495
$1,495
5
*`
I $7,475
Implemsntation Planning Meeting ;_ SIA95
51,495
! 5
57,475
Sec Setup and Design ' 51,595
$1,595'9
' 3 �i
$4 785
_
End User Trainin&with Client Data $1,495
$1,495
5
_-S4,785
$7,475
Business Requirements and SOP $1,495
$1,495
3
$4,485
Development _ _
System Start Up Assistance �1,595
; 51,595 ;
_ ^_T3
$4,785
Project Management
$5,000
i 55,0(IOTFixed
Price
I 5,000
Total Im lementation Services
27
! ,Z65
J46
} i
The discounted pricing above is valid through July 31, 2001. t
11
nAM&AM
��
Travel:
0
Estimated travel and expense totals are based on the following assumptions:
o Flight Estimate/per flight: $850
❑ Hotel Estimate/per day: silo
❑ Daily Per diem: S40
❑ Car Estimate/per day: s so
Datastream will ask the City of Miami for guidance in achieving optimal rates for travel
accommodations.
Da
tastsmas Pr+adacts >#,
MP2 Enterprise SQL Software
Annual SuePrt mid Maintenance 1
I nlelenzntation Services
Travel and Expense Estimate _
Additional Options:
1
Sl
sl1
Datastream Additional Modula ' List Price '.. .CI of MUM! Prim
Weblink 6-25 users) 54,995 i ' 52,995
Total
99s
Additional option discount valid through July 31, 2001.
AGREEMENT FOR PROFESSIONAL SERVICES
May, 2001 I G?J
WASTEWATER RECLAMATION FACILITY
COMPUTER MAINTENANCE MANAGEMENT SYSTEM
ACTIVITY ID NO. 01-2001-021
WHEREAS, the City of Des Moines, Iowa, a municipal corporation organized and existing
pursuant to the laws of the State of Iowa, hereinafter referred to as the "CITY," is desirous of
obtaining professional services in connection with Wastewater Reclamation Facility Computer
Maintenance Management System; and
WHEREAS, DataStream, Larry Blackwell, President and CEO, 50 Datastream Plaza,
Greenville, South Carolina, 29605, hereinafter referred to as the "CONSULTANT," being a
corporation organized and existing under the laws of the State of South Carolina, and being duly,
authorized to do business in the State of Iowa; and
WHEREAS, the CONSULTANT is desirous of performing the professional services ,for the
CITY in connection with Wastewater Reclamation Facility Computer Maintenance Management
System;
NOW, THEREFORE, IT IS MUTUALLY AGREED AS FOLLOWS:
SECTION 1 - GENERAL
A. PERFORMANCE
The performance of the CONSULTANT shall be limited to the scope of services outlined as
hereinafter set forth.
B. CITY MANAGER
The City Manager of the City of Des Moines, Iowa, hereinafter referred to as the "CITY
MANAGER," shall be or shall designate the liaison officer between the City Council of the
City of Des Moines, Iowa, and the. CONSULTANT for the purpose of administration of the
services to be performed under this Agreement and shall receive all communications and
information, arrange such conferences as he deems necessary, secure and obtain all
comments, approvals, and/or notices to proceed from the CITY, and transmit such
comments, approvals, and/or notices to proceed to the CONSULTANT. The services to be
performed by the CONSULTANT under this Agreement shall at all times be subject to the
general supervision and approval of the CITY MANAGER. The CITY MANAGER may
designate the general supervision and approval authority to the City Engineer, on behalf of
the CITY MANAGER.
C. CONFERENCES
Conferences shall be held from time to time as the performance of this Agreement progresses
at a mutually -convenient location at the request of fhe CITY MANAGER. The
CONSULTANT shall prepare and present such information as may be pertinent or necessary
to enable the CITY MANAGER to pass critical judgment on the features and progress of
services under this Agreement. The CONSULTANT shall make such changes, apendm�n s
0 . Page 2
Agreement For Professional Services
Wastewater Reclamation Facility
Computer Maintenance Management System
May 21, 2001
or revisions in the detail of any phase of services under this Agreement as may be required by
the CITY MANAGER. If alternates or alternatives are to be considered, the CITY
MANAGER shall have the right of selection. The CONSULTANT shall, at the request of
the CITY MANAGER, appear personally, prepare and present such documents andlor
explanations to the Des Moines City Council as may be requested.
D. INDEMNIFICATION
Indemnification shall be as stipulated in Attachment 2, "Professional Services Insurance."
E. INSURANCE
The CONSULTANT shall furnish the CITY with a certificate or certificates of insurance by
an insurance company licensed to do business in the State of Iowa, in compliance with
Attachment 2, "Professional Services Insurance."
F. PROGRESS REPORTS
The CONSULTANT shall furnish the CITY with monthly progress reports which shall
indicate the percentage of engineering services completed on the project to the date of the
report, together with a description of the status of services in progress during the
CONSULTANT's performance under this Agreement. The CONSULTANT shall also,
upon request of the CITY MANAGER, furnish the necessary documentation to verify the
reported progress in the performance of said services.
G. ACCESS TO CONSULTANT'S RECORDS
The CONSULTANT shall maintain all books, documents, papers, accounting records and
other evidence pertaining to cost incurred in performing work covered by this contract. The
CITY or any of its duly authorized representatives shall have access to all such books,
records, documents and other evidence for the purpose of inspection, audit and copying
during normal business hours. All such books, records, and documents shall be retained for
three years- from the date of final payment under the contract.
H. OWNERSHIP OF DOC MENTS
All survey notes, reports, design plans, specifications, special studies, records and other data
prepared under this Agreement shall become the property of the CITY upon completion or
termination of the services of the CONSULTANT. The City agrees not to re -use the design
specifications developed and provided by the Consultant for this project in the construction
of any future project of a similar nature without the prior approval of the consultant;
Provided, however, that if the City determines to re -use such design specifications without
the prior approval of the Consultant, the City shall indemnify the consultant against any
claim for negligent design relating to its re -use of said design specifications
I. FEDERAL REQUIREMENTS (Not applicable to this project)
' .0 9 Page 3
Agreement For Professional Services
Wastewater Reclamation Facility
Computer Maintenance Management System
May 21, 2001
J. TERMINATION
If the CITY should desire to suspend or terminate the service to be rendered by the
CONSULTANT under this Agreement, such suspension or termination may be effected by
the CITY giving the CONSULTANT written notice. Payment shall be made by the CITY
for services rendered by the CONSULTANT to date of termination.
K. CHANGES IN SCOPE OF SERVICES
1. Extra Work
Authorization for extra work shall be evidenced by the CITY in writing, in the form of
a Supplemental Agreement.
At the discretion of the CITY, work not called out in the Agreement or which is
considered to be beyond the extent of a reasonable exploration of alternates and/or "trial
and error" solutions in design procedure may be classed as extra work. Extra work will
usually be of limited extent and may consist of, but is not necessarily limited to:
a. The introduction of new items of work beyond the stated or implied scope of the
Agreement.
b. Redesign and/or detailing based on change of concept after prior approval and
authorization to proceed and causing appreciable loss of work accomplished. This
item consists of work required to revise plans and/or documents to the state of
completion as obtained prior to order for change.
At the option of the CITY, payment for extra work may be made on a fixed price; a
cost plus a fixed fee, time and materials; or other mutually -agreed basis.
If the CONSULTANT is of the opinion that any work the CONSULTANT has been
directed to perform is beyond the scope of this Agreement and constitutes extra work,
the CONSULTANT shall promptly notify the CITY in writing of that fact. In the
event the CITY determines that such work does constitute extra work, the CITY shall
provide extra compensation to the CONSULTANT as provided for above. No extra
work shall be performed by the CONSULTANT without receiving a written agreement
from the CITY in advance.
2. Deletion of Work
Authorization for deletion of work shall be evidenced by the CITY in writing.
At the discretion of the CITY, work items listed in Section 2 - Scope of Work, or parts
thereof, may be deleted from the project.
Agreement For Professional Services Page 4
Wastewater Reclamation Facility
Computer Maintenance Management System
May 21, 2001
Reduction to the CONSULTANT's compensation as a result of deletion of work shall
be based on the cost estimate of the work deleted. In the event that the
CONSULTANT had performed authorized work on the items deleted prior to deletion,
the cost of such work shall be retained in the CONSULTANT's compensation.
L. NONDISCRIMINATION
Attachment No. 1 titled "Non -Discrimination Clause for the City of Des Moines" shall be
signed by the CONSULTANT and shall become a part of this Agreement. In Attachment
No. 1 the contractor/supplier is the CONSULTANT for terms of this Agreement.
M. CONTRACT COMPLIANCE PROGRAM
The CONSULTANT agrees to comply with the City of Des Moines Contract: Compliance
Program.
N. SUBLETTING ORASSIGNMENT
The CONSULTANT shall not sublet, assign or otherwise dispose of any portion of the
services to be provided by this Agreement without a written permission to sublet signed by
the City Engineer and approved by the City Council. Requests for permission to sublet shall
be in writing and shall name the organization which will perform the work, the work to be
performed, and the dollar amount of the work to be performed. SUBCONSULTANTS
which are shown as part of this Agreement shall be deemed to be approved when this
Agreement is executed.
A "Cost or Price Summary Format for Subagreements" Form (OMB No. 158-R0144) or
equal shall be provided on each organization showing Hourly rates and Overhead & Fringe
Benefit rates that will be applied to services to be sublet.
When requested by the City Engineer, the CONSULTANT shall provide a written report
showing that the organization which will perform the work is particularly experienced and
equipped for such work. Consent by the CITY for the CONSULTANT to sublet, assign or
otherwise dispose of any portion of this Agreement shall not relieve the CONSULTANT of
any responsibility for fulfillment of this Agreement, nor shall it in any way create a
contractual relationship between the CITY and the SUBCONSULTANT. The
CONSULTANT agrees to include in and make a part of all subagreements all portions of
this Agreement which relate to the SUBCONSULTANTS' work including the
Nondiscrimination portions of this Agreement.
O, CLOSE-OUT OF AGREEMENT
Upon completion or termination of Services under this Agreement, the CONSULTANT
shall provide the CITY the following documents: "
1. Documents as stated in Section 1.H of the Agreement.
__J
Agreement For Professional Services
Wastewater Reclamation Facility
Computer Maintenance Management System
May 21, 2001
2. Statement of Final Billing.
Page 5
3. Written report showing the actual amounts paid by the CONSULTANT for services
under this Contract to MBE/WBE Firms.
P. LAWS REGULATIONS AND CODES
The CONSULTANT hereby agrees that all work done as part of this Agreement which is
subject to current Federal, State, or Local Laws, Regulations and/or Codes shall comply with
such applicable Laws, Regulations and/or Codes.
Q. CITY POLICY AND PROCEDURES
The CONSULTANT hereby agrees to conform to CITY policy and procedures as they
relate to this Agreement. Such policy and procedure shall include but is not limited to the
following:
1. Invoice and billings for.service.
2. Engineering Department Design Standards.
3. Engineering Department standard format for reports, plans, and/or specifications.
4. Pian -review process including site -plan and architectural review.
5. Include City Activity ID Number and Contract Number on all documents related to this
Agreement.
R. NOTICE TO PROCEED
The CONSULTANT shall not begin work until a written notice to proceed is issued by the
City Engineering Department. If Section 2 of this Agreement provides for the work to be
completed in phases, a notice to proceed shall be issued for each phase.
SECTION 2 - SCOPE OF SERVICES
A. SERVICES PROVIDED BY CONSULTANT
Detail Scope of Services shall be as stipulated in Attachment No. 3, "Scope of Services," to
Agreement.
B. OBLIGATION OF CITY TO CONSULTANT
1. Provide available information, such as topography, site plans, building plans, mapping,
and other information that mutually is agreed upon as pertinent to the project.
Agreement For Professional Services Page 6
Wastewater Reclamation Facility
Computer Maintenance Management System
May 21, 200 U
2. Designate a liaison officer from the CITY who will work directly with the
CONSULTANT to coordinate the collection of CITY -supplied data, arrange for
meetings, and be responsible for the general coordination between the CITY and the
CONSULTANT.
SECTION 3 - COMPENSATION
A. COMPENSATION
The CONSULTANT shall be compensated by the CITY as follows:
Lu um
Compensation to the CONSULTANT for all services under this Agreement shall be a
Lump Sum of $244,732 which includes compensation for all direct costs, indirect costs,
and reimbursable costs.
2. In the event of termination under Section 1.] of this Agreement, compensation to the
CONSULTANT shall.be as follows:
a. If this Agreement is terminated at the completion of any phase of service,
compensation shall be the sum of fees for each phase completed.
b. In the event of termination during any phase of service, compensation shall be the
sum of fees for each phase completed plus compensation for services rendered
during that phase of work not completed. Compensation for services rendered
shall include the CONSULTANT's.actual salary casts times a factor of 1.0 plus
compensation due subconsultants for services rendered during that phase of work
not completed plus reimbursable expenses related to that phase of service not
completed, plus termination expenses.
C. Definitions
The salary costs used as a basis for payment mean salaries and wages (basic and
incentive) paid to all CONSULTANT's personnel engaged directly on the project,
including, but not limited to, engineers, architects, surveyors, designers,
draftsmen, specification writers, estimators, other technical and business
personnel; plus the cost of customary and statutory benefits including, but not
limited to, social security contributions, unemployment, excise and payroll taxes,
workers' compensation, health and retirement benefits, sick leave, vacation and
holiday pay and other group benefits.
Reimbursable expenses mean the actual expenses incurred by the
CONSULTANT in connection with the project, such as expenses for.
transportation and subsistence incidental thereto; obtaining bids or proposals from
Contractor(s); subsistence and transportation of Resident Project Representatives
and their assistants; toll telephone calls and telegrams; reproduction of reports,
drawings, specifications, bidding documents, and similar project—related items.
Agreement For Professional Serv9 Page 7
Wastewater Reclamation Facility
Computer Maintenance Management System
May 21, 2001.
Termination expenses mean salary costs and reimbursable expenses directly
attributable to termination.
SECTION 4 - COMPLETION OF WORK
The CONSULTANT shall complete all services outlined in this Agreement on or before
December 31, 2001, providing no unforeseen delays are experienced beyond the control of the
CONSULTANT.
SECTION 5 — PRIMARY CONTACTS FOR THIS AGREEMENT
The primary contact person for the City of Des Moines shall be Mike Hall, WRA Facility, 3000
Vandalia Road, Des Moines, Iowa 50317, 515-323-8135, DMHall@ci.des-moines.ia.us Please
address any correspondence directly to Mike Hall.
The primary contact person for DataStream, Inc., shall be Paul Watzlavik, Project Manager, 50
DataStream Plaza, Greenville, South Carolina, 29605. Any future correspondence from the City
of Des Moines, such as payments, contracts, etc., shaII be directed to Paul Watzlavik.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement, in triplicate, as of
this 21st day of May, 2001.
CITY OF D$S 1VOINES, IOWA
George FIagg
Mayor Pro -Tem
FORM APPROVED:
Terrence L. Timmins
Deputy City Attorney
DataStream,'Inc.
ATTEST:
Diane Rauh
Chief Deputy City Clerk
DEPARTMENT OF ENGINEERING •
CITY OF DES MOINES CONSULTANT AGREEMENT ATTACHMENT NO. I
NON-DISCRIMINATION CLAUSE May, 2001
The Consultant shall complete the Non -Discrimination Clause and submit it for the following described agreement:
Wastewater m ec ado acili C m iter Mai to ance a e nt S to
tivi -2 1-0 l
THE CONSULTANT HEREBY AGREES THAT for all contracts for goods or services in the amount of $10,000 or more, and for
contracts in said amounts with companies employing four or more employees, the Contractor shall comply with the following Non -
Discrimination Clause:
The contractor will not, discriminate against any employee or applicant for employment because of age, race, religion, creed,
eolor,.sex, national origin, ancestry, or -disability. The contractor will take affirmative action to ensure that minority and female
applicants are employed, and that employees are treated during employment without regard to their age, race, religion, creed,
color, sex, national origin, ancestry, or disability. Such action shall include, but not be limited to, the following: employment,
upgrading, demotion, or transfer, recruitment or recruitment advertising; layoff or termination, rates of pay or other forms of
compensation; and selection for training, including apprenticeship. The contractor will post in conspicuous places, available to
employees and applicants for employment, notices setting forth the provisions of this non-discrimination clause.
2. The contractor will, in all solicitations or advertisements for employees, state that all qualified applicants will receive
consideration for employment without regard to age, race, religion, creed, color, sex, national origin, ancestry or disability.
The contractor will send to each labor union or representative of workers with which he has a collective bargaining agreement or
other contract or understanding, a notice, advising the labor union or workers' representative of the contractor's commitments
under this section.
4. The contractor will comply with all published rules, regulations, directives, and orders contained in the City of Des Moines
Contract Compliance Program for Affirmative Action in Employment.
5. The contractor will furnish and file compliance reports in a timely fashion and on such foams as provided by the Des Moines
Engineering Department. These forms may elicit such information as to the hiring and employment policies, procedures,
patterns, and practices of the contractor. The contractor will cooperate fully in the event that the Des Moines Engineering
Department should find it necessary to conduct an on-site compliance review, investigation, or inquiry into the contractoes hiring
and employment policies, procedures, patterns, and practices.
6. In the event of the contractor's noncompliance with the non-discrimination clauses of this contract or with any of such rules,
' regulations, or orders contained in the City of Des Moines Contract Compliance Program for Affu-mative Action in Employment,
this contract may be cancelled, terminated, or suspended in whole or in part; and the contractor may be declared ineligible for
further city contracts in accordance with procedures authorized in the City of Des Moines Contract Compliance Program for
Affirmative Action in Employment.
7. The contractor will include, or incorporate by reference, the provisions of this non-discrimination clause in every subcontract or
purchase order and will provide in every subcontract or purchase order that said provision will be binding upon each
subcontractor or seller.
8. The word contractor is used to denote contractor, subcontractor, suppliers, vendor, and professional service provider.
By
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DataStream.Inc.
Contractor
General Coq sel
Title
50 ataS a a2 eenv'1 e S Z 5
Address, Including ZIP Code . I -
0
WASTEWATER RECLAMATION FACILITY
COMPUTER MAINTENANCE MANAGEMENT SYSTEM
ACTIVITY ID NO. 01-2001.-021
ATTACHMENT NO.2
INSURANCE REQUIREMENTS
PROFESSIONAL SERVICES
(Date: 716198)
INSURANCE REQUIREMENTS
GENERAL
The CONSULTANT shall purchase and maintain insurance to protect the
CONSULTANT and the City of Des Moines, Iowa throughout the duration of the
Contract. Said insurance shall be provided by an insurance company(ies)
approved by the insurance commissioner of the State of Iowa or has no less than
an A. M. Best rating of "A." All policies, except professional liability, shall be
written on a per occurrence basis, not a claims -made basis, and in form and
amounts and with companies satisfactory to the City of Des Moines. Certificates
of Insurance confirming adequate insurance coverage shall be submitted to the
City of Des Moines, Iowa prior to contract execution or commencement of work
and/or services.
2. INSURANCE REQUIREMENTS
A. WORKER'S COMPENSATION INSURANCE: The CONSULTANT
shall procure and maintain during the life of this contract, Worker's
Compensation Insurance, including Employer's Liability Coverage, in
accordance with all applicable statutes of the State of Iowa. The coverage
limits shall include $500,000 each accident for Bodily Injury by Accident,
$500,000 each accident for Bodily Injury by Disease, and $500,000 policy
limit for Bodily Injury by Disease.
B. COMMERCIAL GENERAL LIABILITY INSURANCE: The
CONSULTANT shall procure and maintain during the life of this contract,
Commercial General Liability insurance on a per occurrence basis with
limits of liability not less than $1,000,000 per occurrence and/or aggregate
combined single limit, Personal Injury, Bodily Injury and Property
Damage. Coverage shall include the following extensions: (a)
Contractual Liability, (b) Premises and Operations, (c) Products and
Completed Operations, (d) Independent Contractors Coverage, and (e)
Personal and Advertising Injury. Coverage shall be no less comprehensive
and no more restrictive than the coverage provided by a standard for
Commercial General Liability Policy (ISO CG 00 01 10 93) with standard
exclusions "a" through "n". Any additional exclusions shall be clearly
identified on the Certificate of Insurance and shall be subject to the review
ATTACHMENT NO.2
_INSURANCE REQUIREMENTS
PAGE 2
and approval of the City of Des Moines, Iowa. The policy shall be
endorsed to provide an Aggregate Per Project Endorsement. Any fellow
employee exclusion shall be deleted as it applies to managerial and
supervisory employees.
C. AUTOMOBILE LIABILITY INSURANCE: The CONSULTANT shall
procure and maintain during the life of this contract, Automobile Liability
Insurance with limits of liability of not less than $1,000,000 per
occurrence combined single limit including Bodily Injury and Property
Damage. Coverage shall include all owned vehicles, all non -owned
vehicles, and all hired vehicles. Any fellow employee exclusion shall be
deleted as it applies to managerial and supervisory employees.
D. UMBRELLA/EXCESS INSURANCE: The coverages specified in B and
C above may be satisfied with a combination of primary and
Umbrella/Excess Insurance. The Umbrella/Excess Insurance shall also be
written on a per occurrence basis and shall include the same endorsements
and deletion of exclusions as required of the primary policy(ics).
E. PROFESSIONAL LIABILITY INSURANCE: The CONSULTANT shall
procure and maintain during the life of this contract, Professional Errors
and Omissions Insurance with limits not less than $1,000,000 per claim
and in the aggregate. The insurance coverage shall not be reduced below
these limits and the CONSULTANT will notify the City of any erosion of
the Policy Limits due to claims made.
F. AGENTS AND SUBCONTRACTORS: The CONSULTANT shall
require that any of its agents and subcontractors who perforin work and/or
services pursuant to the provisions of this contract to meet the same
insurance requirements as are required of the CONSULTANT.
G. ADDITIONAL INSURED: Except for Workers Compensation and
Professional Liability, the insurance policies providing the coverages
specified in B, C, and D above shall include the City of Des Moines, Iowa
Additional Insured and Governmental Immunities Endorsements. Copies
of these endorsements are attached.
H.N ELATION ATE L HANGE NOTICE: The insurance
policies providing the coverages specified in A, B, C, D and E above shall
include the City of Des Moines Cancellation Notice Endorsement. A copy
of this endorsement is attached.
I. PROOF OF INSURANCE: The CONSULTANT shall provide to the City
of Des Moines, Iowa a Certificate(s) of Insurance evidencing all required
insurance coverage as provided in A through E above utilizing the latest
version of the ACORD form. The Certificate(s) of Insurance shall specify
e •
ATTACHMENT NO41
INSURANCE REQUIREMENTS
PAGE 3
under "Description of Operations/Locations/Vehicle/Special Items" the
title of the contract and that "Where required, Additional Insured,
Governmental Immunities, Cancellation and Material Change, and
Aggregate Per Project endorsements have been included as per attached."
These endorsements shall be attached to the Certificate(s) of Insurance so
as to evidence there inclusion in the coverages required.
J. INDEMNIFICATION HOLD HARMLESS PROVISI N: To the fullest
extent permitted by law, CONSULTANT agrees to defend, pay on behalf
of, indemnify, and hold harmless the City of Des Moines, Iowa against
any and all claims, demands, suits, or loss, including any and all outlay
and expense connected therewith, and for any damages which may be
asserted, claimed or recovered against or from the City of Des Moines,
Iowa by reason of personal injury, including bodily injury or death, and
property damages, including loss of use thereof, which arises out of or
results from CONSULTANT's negligent acts, errors or omissions which
are in any way connected or associated with the work and/or services
provided by CONSULTANT to the City of Des Moines, Iowa pursuant to
the provisions of this contract. It is the intention of the parties that the
City of Des Moines, Iowa shall not be liable or in any way responsible for
injury, damage, liability, loss or expense incurred by CONSULTANT, its
officers, employees, subcontractors, and others affiliated with
CONSULTANT due to accidents, mishaps, misconduct, negligence or
injuries either in person or property resulting from the work performed by,
or the negligent acts, errors or omissions of, CONSULTANT.
CONSULTANT expressly assumes full responsibility for any and all
damage or injuries which may result to any person or property by reason
of CONSULTANT's negligent acts, errors or omissions in connection with
the work and/or services provided by CONSULTANT to the City of Des
Moines, Iowa pursuant to this contract, and agrees to pay the City of Des
Moines, Iowa for all damages caused to the City of Des Moines premises
resulting from the negligent acts, errors or omissions of CONSULTANT.
CONSULTANT represents that its activities pursuant to the provisions of
this contract will be performed and supervised by adequately trained and
qualified personnel, and CONSULTANT will observe, and cause its
officers, employees, subcontractors and others affiliated with
CONSULTANT to observe all applicable safety rules.
For purposes of this paragraph J., the term "CONSULTANT' means and
includes the CONSULTANT, its officers, agents, employees,
subcontractors, and others affiliated with CONSULTANT, and the term
"City of Des Moines, Iowa" means and includes the City of Des Moines,
its elected and appointed officials, and its agents, employees, volunteers,
and others working on behalf of the City of Des Moines, Iowa.
ATTACHMENT NO.2
INSURANCE REQUIREMENTS
PAGE 4
K. END R E ENT : All endorsements required for the work shall be
attached to the appropriate Certificate or Certificates of Insurance and
shaII be, on the face thereof, listed by name.
CITY OF DES MOINES, IOWA
CANCELLATION AND MATERIAL CHANGES ENDORSEMENT
Thirty (30) days Advance Written Notice of Cancellation, Non -Renewal, Reduction in
insurance coverage or limits and/or material change by endorsement and ten (i 0) days
written notice of non-payment of premium shall be sent to: Engineering Department,
City of Des Moines, City Hall, 400 East First Street, Des Moines, Iowa 50309. This
endorsement supersedes the standard cancellation statement on the Certificate of
Insurance to which this endorsement is attached.
CITY OF DES MOINES, IOWA
ADDITIONAL INSURED ENDORSEMENT
The City of Des Moines, Iowa, including all its elected and appointed officials, all its
employees and volunteers, all its boards, commissions and/or authorities and their boards
members, employees, and volunteers, are included as Additional Insureds with respect to
all work and services performed for the City of Des Moines, Iowa. This coverage shall
be primary to the Additional Insureds, and not contributing with any other insurance or
similar protection available to the Additional Insureds, whether other available coverage
be primary, contributing or excess.
CITY OF DES MOINES, IOWA
GOVERNMENTAL IMMUNITIES ENDORSEMENT
(For use when includine City as an Additional Insured)
1. Nonwaiver of Government immunity. The insurance carrier expressly agrees and
states that the purchase of this policy and the including of the City of Des Moines,
Iowa as an Additional Insured does not waive any of the defenses of
governmental immunity available to the City of Des Moines, Iowa under Code of
Iowa Section 670.4 as it now exists and as it may be amended from time to time.
2. Claims Coverage. The insurance carrier further agrees. that this policy of
insurance shall cover only those claims not subject to the defense of governmental
immunity under the Code of Iowa Section 670.4 as it now exists and as it may be
amended from time to time. Those claims not subject to Code of Iowa Section
670.4 shall be covered by the terms and conditions of this insurance policy.
3. Assertion of Gove ent Im u it . The City of Des Moines, Iowa shall be
responsible for asserting any defense of governmental immunity, and may do so at
any time and shall do so upon the timely written request of the insurance carrier.
ATTACHMENT NO
INSURANCE REQUIREMENTS
PAGE 5
4. Non -Denial of Coverage. The insurance carrier shall not deny coverage under this
policy and the insurance carrier shall not deny any of the rights and benefits
accruing to the City of Des Moines, Iowa under this policy for reasons of
governmental immunity unless and until a court of competent jurisdiction has
ruled in favor of the defense(s) of governmental immunity asserted by the City of
Des Moines, Iowa.
5. No Other Chafe in Policy. The insurance carrier and the City of Des Moines
agree that the above preservation of governmental immunities shall not otherwise
change or alter the coverage available under the policy.
0
.,. COMPUTER MAINTENANCE MANAGEMENT SYSTEM
ACTIVITY ID NO. 01-2001-021
ATTACHMENT NO.3
PROPOSED SCOPE OF SERVICES
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Datastream Systems, Inc. will implement the City's project around their operating environment.
Datastream offers a unique understanding of technical systems coupled with a practical knowledge of the
best maintenance practices. In addition, Datastream employs a systematic, progressive implementation
approach that combines strong project management with solution -oriented procedures. As illustrated in
this section, the implementation methodology begins with planning and concludes with a final review to
assess performance against objectives. The following matrix represents a likely implementation scenario to
fulfill City requirements.
Table. Implementation Plan, Resources, and Time Estimates
1
Site
Event
DSTM Project
Site Assessment to evaluatespecific
Assessment
Manager
requirements for City implementation. This
Client Resources
is an assessment of existing practices,
MP2 Project
systems, data, and goals for the
Manager, Core
implementation of a CMMS.
Team, Executive
Deliverables:
Sponsor
Site Assessment Report.
2
Integration
5 days
DSTM Integrator
Installation & testing of software & system.
Client Resources
Since the project contains Data Conversion,
MP2
ERP and Custom interface, this requires
Administrator
installation of 3 databases:
IT
PROD: Live Production Database
SAMP: Tutorial Data
TEST: Test Database for ERP and/or Data
Conversion
Deliverables: Integration Site Report and
client approved Integration Checklist.
3
Core Team
5 days
DSTM Enterprise
Initial functional overview of the system to
Training
Consultant
facilitate logical decision making during
Client Resources
Implementation Planning.
MP2 System
Administrators
MP2 Core Project
,
Team
4
Implementation
5 days
DSTM Enterprise
Utilized todefine City Services' application
Planning
Consultant
of the system. Includes defining Global
Client Resources
System Codes, modules used, fields used,
MP2 astern
1security required, and map initial
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Des Moines Wastewater Reclamation Facility �iwRF
CMMS SCO
Pe of Services
DATASTREAM SYSTEMS, INC. 2
MAY 2001
CID# 908622
Administrators
operational processes. . Requires 3 days
MP2 Core Project
on-site, and 2 days off-site for
Team
documentation. Deliverable:
Implementation Planning Document.
5
Security &
5 days
DSTM Consultant
Security Setup, Documentation &
Initial Setup
Client Resources
Verification. Initial Setup Task completed
MP2 System
and settings documented. Setup of user
Administrators
defined filters, quick access bar, and form
layout.
Deliverables: Security Matrix and Users
List. Weekly Project Status Report.
6
Business
5 days
DSTM Enterprise
Development and documentation of all
Requirements
Consultant DSTM
client specific procedures and processes.
and SOP
Consultant
Ensures consistency of data input for
Development
Client Resources
reporting accuracy.
MP2 System
Deliverable: Standard Operating
Administrators
Procedure (SOP). Manual that documents
MP2 Users
all client specific operations performed in
the MP2 CMMS.
7
Database
TBA —
DSTM Consultant
Database population guidance. Develop
Development
duration will
Client Resources
written procedures for importing basic
Assistance
be
MP2 System
equipment and inventory data, as well as
determined
Administrators
procedures for manual input of Global
after further
MP2 Users
System Codes, PM task, vendor, and
analysis of
employee data. Deliverables: Weekly
the City's db
Project Status Report. Revised
and data.
Implementation Planning Report.
8
Data
TBA
DSTM Data
This task is multiple steps. The first step is
Conversion
Mapping
Conversion
the on-site evaluation of the data elements,
step will
specialist
and the mapping of all system data to be
require 5
Client Resources
included in a data migration to MP2.
days
IT and CMMS
Following the initial assessment of the
experts within
conversion, a more detailed quote will be
or anization
resented to the City.
9
System
TBA
DSTM Data
This task is also multiple steps. The first
interface
Scope
Conversion
step is the on-site evaluation of the interface
requirements
Specialist
requirements. Following the initial
step will take
Client Resources
assessment of the required interfacing, a
5 days
IT and CMMS
more detailed quote will be presented to the
experts within
City.
organization
10
End User
10 days —
DSTM
Role specifm training for individual users.
Training
this depends
Consultant(s)
AIso utilized to validate the SOP
specifically
Client Resources
documentation. Deliverable: Trained End
on the
MP2 System
Users "
DATASTREAM SYSTEMS, INC. 2
MAY 2001
CID# 908622
Des Moines Wastewater ReclamationRacility tF�F
CMMS Scope of Services
Professional Services
This section describes the typical steps and methodology developed to implement the MP2 CLAWS
solution. Datastream invites the City to use this section as a basis for discussion, as well as a specific list of
services that are generally offered by Datastream. If the elements described do not meet City expectations,
Datastream will work with them to create components that do.
In summary, the implementation methodology employed by Datastream includes the following tasks:
Task 1. Define the Project
Task 2. Create Implementation Services Document (ISD)
Task 3. Implement the Project
Task 3.1 Install Software.
Task 3.2 Train Core Team
Task 3.3 Plan Implementation
Task 3.4 Perform Security Setup and Documentation
Task 3.5 Develop Database
■ Develop Manual
Task 3.6 Develop Standard Operating Procedure
Task 3.7 Train End Users
Task 3.8 Provide System Startup Assistance
DATASTREAM SYSTEMS. INC. 3
A+1AY 2001
requirements
of the City.
Administrators
MP2 Users
11
System
15 days
DSTM Enterprise
System "Go Live" assistance.
Startup
Consultant Client
Deliverable: Weekly Project Status Report.
Assistance
Resources
Client Approved On-site Services Closing
MP2 System
Document.
Administrators
MP2 Users
12
Project
2 days
DSTM Project
Review of project milestones to determine
Review
Manager
additional training/consulting needs.
Client Resources
Deliverable: Client Approved On-site
MP2 System
Services Closing Document for the original
Administrators
project scope. Change Order for additional
services as needed.
Professional Services
This section describes the typical steps and methodology developed to implement the MP2 CLAWS
solution. Datastream invites the City to use this section as a basis for discussion, as well as a specific list of
services that are generally offered by Datastream. If the elements described do not meet City expectations,
Datastream will work with them to create components that do.
In summary, the implementation methodology employed by Datastream includes the following tasks:
Task 1. Define the Project
Task 2. Create Implementation Services Document (ISD)
Task 3. Implement the Project
Task 3.1 Install Software.
Task 3.2 Train Core Team
Task 3.3 Plan Implementation
Task 3.4 Perform Security Setup and Documentation
Task 3.5 Develop Database
■ Develop Manual
Task 3.6 Develop Standard Operating Procedure
Task 3.7 Train End Users
Task 3.8 Provide System Startup Assistance
DATASTREAM SYSTEMS. INC. 3
A+1AY 2001
•
Des Moines Wastewater Reclamation Facility
CMMS Scope of Services
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Task 1. Define Project
A Datastream Project Manager will discuss the City's goals for the CMMS implementation project. The
objective of the visit is to determine what resources and guidance will be necessary to implement the
appropriate Datastream software tool in the facility's operating environment.
\Task 2. Create Implementation Services Document (ISD)
Based on information gathered from the project definition, the Project Manager will develop an
Implementation Services Document (ISD) that will serve as a service contract between Datastream and the
client. This document will provide the following:
1. outline of all tasks as referenced on the project Gantt chart,
2. task descriptions and services,
3. deliverables received upon completion of the individual tasks,
4. Datastream resource requirements, and
5. client resource requirements.
This document will serve as the foundation by which all services are rendered during the implementation.
Task 3. Implement the Project
Task 3.1 Install Software
The MP2 CMMS and any add-ons will be installed, configured, and tested to provide an operational
work environment for all personnel with access to the program. An Oracle or MS SQL Server RDBMS
will be installed if not already present on the designated server. Datastream will also install the software
on individual client workstations. The Client/Server configuration will be optimized for best
performance.
Task 3.2 Traits Core Team
This task will serve to provide all core team members with the knowledge required to make logical
decisions concerning the implementation of the MP2 CMMS. This introduction to the software should
be performed in a classroom setting with all core team members present. The task can be performed at
the client's facility or one of Datastream's training facilities. All modules of the MP2 CMMS will be
covered so that the core team will be fully empowered to make decisions on workflow within the
,2=111.
Task 3.3 Plan Implementation
This is a task with on-site and off-site time. The first on-site days will be devoted to stepping through
MP2.m dule-hv-mxlul"nd f eld-hv-field_in order to define and document how each aspect of the
program will he ndUc4L This includes decisions on which modules in MP2 will a implemen ed,
definition of User -Defined Fields and identification of fields to be hidden or altered. Also, initial
security decisions will be made during this session including identification of roles, users, and security
DATASTREAM SYSTEMS, INC.
MAY 2001
CID# 908622
r �.
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Des Moines Wastewater Reclamation Facility tr�F
CMMS Scope of Services
modifications to be made to the product. The remaining days of the session will be utilized for off-site
documentation of decisions made during the week. This document will serve as the foundation by
which all aspects of MP2 are implemented.
Task 3.4 Provide Security Setup and Documentation
This is a task with on-site and off-site time. The first days will be devoted to the hands on Security
design and configuration based on decisions made during Implementation Planning. The final days of
the task will be utilized for documentation of all security settings made during setup. This document
will serve as the basis for all future security changes and additions.
Task 3.5 Develop Database
This phase of the project is the most variable of all. Many clients choose to input data manually with
the help of Datastream personnel while other clients choose to convert data from an existing system(s).
Manual Development Datastream PSG personnel will work with the client to determine the extent of
the data collection / entry effort. If necessary, Datastream will build the required databases for the
client or provide assistance as needed.
Task 3.6 Develop Standard Operating Procedure
Datastream will develop a comprehensive Standard Operating Procedures (SOP) manual. The
procedures will include maintenance procedures necessary to complete facility operations. An SOP
will include such items as how to close Work Orders and how to generate Work Orders (an easy
reference guide for all users). The SOP will also be used to develop and deliver customized training for
the City users.
Task 3.7 Train End Users
Training the actual end users of the MP2 CMMS will be accomplished during this task. This task can
be completed by Datastream professionals or by the City implementation team if the "train the trainer'
approach has been chosen. Training sessions will be tailored to fit the client system objectives and to
address the diverse needs of the individual roles involved in establishing and ru ming the program.
Classes can be conducted on-site or at one of Datastream`s training facilities. In order to customize
these classes, topics in which the client wants intensive training should be forwarded to Datastream so
that trainers will have an opportunity to prepare for the classes. Datastream's intent during these
sessions is to create a team with maintenance management technicians, while at the same time building
independence and confidence in client employees.
Task 3.8 Provide System Start-up Assistance
This is one of the most critical phases of the implementation process. This task will include having an
application -oriented member of the Datastream team on-site for any issues that need to be addressed for
system "Go Live".
DATASTREAM SYSTEMS, IHC. 5
MAY 2001
CID# 908622
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Des Moines Wastewater Reclamation Facilityf-
CMMS Scope of Services
Project Team Roles and Responsibilities
Datastream's Proiect Management team consists of trained professionals whose focus is to track and
monitor each project that enters the program. The Project Managers have been selected for their technical
knowledge (integration, product development, functionality) and organization and communication skills.
The Project Management department was created by Datastream's CEO, who is a strong proponent of
client satisfaction:
■ A single point of contact who will be directly responsible for the City's satisfaction during the
implementation process
■ Connnunication tools tailored specifically to meet the City's needs
■ A resource dedicated to all aspects of the project—technical, financial, organizational, and
management; someone who will track the performance of Datastream products and implementation
specialists
■ The assurance that everyone involved with the project clearly understands the City's objectives and
priorities
Project Management's goal is to guarantee user's satisfaction with Datastream's products, services, and the
company as a whole.
Datastream Team Participants
The team assembled for the City's project will consist of a project manager, a project consultant, an
integrator, and various other professionals who will be necessary to ensure successful completion. If the
City should take exception to any of the individuals assigned to the project, Datastream will make every
effort to secure suitable replacements. A brief description of each team member is included as follows:
Project Manager. Senior Datastream representatiy=5pw1sible for the assessMent of business
activities, maintenance proce ures ands ste tial —clots . This
inUiviaual works closely with the client and sales force during assessment in order to gain an
understanding of current conditions and project the design and need for future enhancement. Upon
assessment of a client facility, the Project Manager will detail findings of current activities, make
recommendations on a means to improve those conditions, and develop a complete implementation
schedule including resource requirements, both internal and external required to capitalize on those
recommendations.
In addition, the Project Manager will serve as the central point of contact for the client throughout
the duration of the implementation process and is the Datastream resource with accountability for
the project's success and the client's satisfaction. The Project Manager coordinates all technical and
financial aspects of the project, and ensures the appropriate resources are available as needed during
the course of the implementation. In addition, the Project Manager is responsible for monitoring the
project's progress, issuing periodic progress reports and assessing final completion results.
DATASTREAM SYSTEMS. INC.
MAY 2001
CIC# 908622
Des Moines Wastewater Reclamation acility WRF
CMMS Scope of Services
Integrator: Datastream representative responsible for the installation, configuration and testing of
MP2 CMMS software on customer database server(s) and workstations. Integrators work closely
with the customer's Information Technology staff to ensure that software is appropriately
configured on the existing network platform. Datastream Integrators are highly skilled in the
installation and configuration of Oracle, MS SQL Server, PC hardware and networking
technologies. They will assist clients in planning the necessary hardware/software requirements so
that the integration process will proceed smoothly. Following installation of all applicable
software, the integrator performs extensive system testing to ensure proper connectivity,
performance, and system operation. If the City requires conversion of data from an existing data
source or CMMS, the Datastream integrator will provide on-site assistance for migrating or
restoring the data after coding of the data is completed by the Conversion Programmer.
■ Custom Analyst: Datastream representative responsible for the design and development of
interfaces, reports, and features outside the realm of the base MP2 CMMS product. Datastream
Custom Analysts perform an on-site analysis of client requests and develop detailed specifications
for the custom work to be created. From the specification, the custom coding is developed, tested,
and a CD is shipped for installing on the server and client workstations.
Enterprise Consultant: Datastream representative responsible for implementation planning, on-site
consulting and training. Datastream Enterprise Consultants have the benefit of being involved with
various installations of MP2 across a wide variety of industries and will work closely with City on-
site personnel and project management to facilitate a technically sound and cohesive
implementation of the MP2 CMMS. This level of experience is invaluable when assisting clients
with their implementation of the MP2 CMMS.
City Team Participants
The table on the following page outlines the basic roles and resources required for the
implementation process and successful utilization of the MP2 CMMS. It is not intended to be a
comprehensive list of roles and should be used as a reference only. The individual roles may need
to be modified to fit the City's specific goals and objectives for this project.
DATASTREAM SYSTEMS. INC.
MAY 2001
CID# 908522
J1"I-t.'''"1
0
Des Moines Wastewater Reclamation Facility fF-
CMMS Scope of Services
Table. City Participants
Description
Role
Responsible for network and database
DBA
administration. General IS support should
(IS Support)
be provided at each individual site.
Corporate level and/or Site Specific.
System Adrr=inistrator
Responsible for maintaining security
(City Project Manager)
settings & "Global System Codes",
performing routine maintenance to the
database and ensuring successful project
roll out as planned for all sites. The System
Administrators should have the authority
and capability to provide City resources and
information as required by the Datastream
PSG representatives. Aprimary and backup
System Admin should be selected.
Corporate Level or Site Specific.
Site Administrator
Responsible for implementation ofMP2 at
individual site. Access to all functions
except security and "Global System
Codes". Requires strong computer skills
and knowledge of business practices,
maintenance, and manufacturing operations.
Site Specific.
Maintenance Personnel
Responsible for equipment, work order and
PM Task processes. Example levels
.
include Supervisor, Scheduler/Piannerand
various levels of Mechanics. Site Specific.
Inventory Personnel
Responsible for inventory and stock room
processes. Site Specific:
Purchasing Personnel
Responsible for.procurement of inventory
items. Site Specific.
t
Data Collectiarr/Errtry Personnel
Dependent upon the current condition of the
data how much/feasibility of use).
DATASTREAM SYSTEMS, INC.
8
NIAY 2001
CiD# 908622
Site
Project Cost
The following is an estimated cost breakdown for the City of Des Moines project. Datastream
recommends a Site Assessment for the City to help determine the size and scope of the project,
In an effort to further define the costs associated with this proposed solution.
` PRODUCT
List Price
Quantity
List Price
Extended
MP2 Enterprise SQL
$ 9,995
1
$
9,995
Each Additional Seat
$ 1,995
25
$
49,875
Barcode Software
$ 1,495
1
$
1,495
OSHA
$ 450
1
$
450
Pocket MP2
$ 1,395
5
$
6,975
Symboll 6800 Scanners with Acc.
$ 3,050
2
$
$,100_
Hardware for PMP2
$ 900
5
$
905
$ -
0
$
Total
Annual Support and Maintenance
Software Total
$
$
$
75,795
12,127
87,922
Prices Valid through May 31, 2001
Support & Renewal Prices are based on 18% of Current Software List Prices.
Note: A free software upgrade to MP5i.
1
0
Project Cost {cont.}
Implementation Service for Initial Plant and
Upgrade
List Price
Quantity
List Price
Extended
Site Assessment and Report
$ 9,500
1
$ 9,500
Integration- System Installation and MP2 5.0
aversion
$ 1,595
5
$ 7,975
MP2 Core Implementation Team Product Training
$ 1,495
5
$ 7,475
Implementation Planning
$ 1,495
5
$ 7,475
Total Number of Man Days 42
Total Implementation Services Cost $ 123,810
Travel Expenses (estimated) $ 18,000
Miscellaneous Expenses $ 15,000
Total Software and Services $ 244,732
Note: Datastream recommends a Site Assessment to finalize implementation costs for this
project. Until the assessment has been completed, the consulting costs for the PeopleSoft
interface and the Data Conversion is approximated.
Expenses to be invoices as billed +10% for service charge.
Security Setup and Design
$
1,595
5
$
7,975
Database Development Coding, Conversion, and
QA on New Data
$
20,000
1
$
20,000
End User Training with Client Data
$
1,495
10
$
14,950
Business Requirements and SOP Development
$
1,495
3
$
4,485
System Start Up
$
1,595
5
$
7,975
$
-
0
$
-
Interface output to PeopleSoft
$
15,000
1
$
15,000
Interface input from LIMS
$
10,000
1
$
10,000
$
-
0
$
-
Project Management
$
20,500
1
$
20,500
$
-
a Is
-
Total Number of Man Days 42
Total Implementation Services Cost $ 123,810
Travel Expenses (estimated) $ 18,000
Miscellaneous Expenses $ 15,000
Total Software and Services $ 244,732
Note: Datastream recommends a Site Assessment to finalize implementation costs for this
project. Until the assessment has been completed, the consulting costs for the PeopleSoft
interface and the Data Conversion is approximated.
Expenses to be invoices as billed +10% for service charge.
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0
Datastream Systems, Inc. License Agreement
Licensor: Datastream Systems, Inc,
Licensee: The City of Des Moines, IA
Address: VARA Facility, 3000 Vandalia Road, Des Moines, Iowa
This License Agreement (the "Agreement") is made between Datastream Systems, Inc.. a corporation formed
under the laws of the state of Delaware, with its principal place of business located at 50 Datastream Plaza,
Greenville, South Carolina 29805 ("Datastream" or `Licensor) and the Licensee whose name appears above
and on the signature page of this Agreement. CLicensee").
Datastream Systems, Inc. possesses certain rights in a data processing software package referred to as the
"Licensed Software.' Licensee wishes to purchase from Datastream a perpetual (subject to Section 11), non-
exclusive license to use the Licensed Software; and Datastream is willing to grant Licensee such a License.
The purpose of this Agreement is to document the parties' mutual understanding and the terms and
conditions of the foregoing transaction.
1) Definitions.
"Afliate"• Affiliate means a person, parent company, subsidiary or other company controlling, controlled by,
or in common control with Licensee.
"Authorized User(s)m. • Any current or future employee of Licensee or its Affiliates, together with agents or
subcontractors of Licensee who shall require access to or use of the Licensed Software solely in connection
with the business of the Licensee.
"Concurrent User"• Concurrent Users are the number of users logged on to the Licensed Software database
simultaneously.
"Client(s)", A self-contained micro -computing unit, which is owned or leased by Licensee for the exclusive
use of the Licensee's Authorized Users.
"Deliveryr"• means receipt of the Licensed Software by the Licensee.
"Documentation m. The user manuals, reference materials, and associated documentation supplied by
Licensor for use by Licensee and Authorized Users in connection with the Licensed Software.
"installation": means the transfer of the Licensed Software from storage media to a computer. In cases
where the Licensee chooses to install the Licensed Software prior to or instead of installation by Datastream,
Installation shall be considered to have occurred, for payment and warranty purposes, thirty (30) days after
Licensed Software is delivered to Licensee.
"Licensed Sotfware"• means the group of information processing programs and supporting database known
as MP20 for Windows Client Server. .
"Network':• Multiple, interactive Clients connected to a single -processing or multi -processing file -server
and/or database server, in which two or more users have common access to software or data.
"Order".• Datastream's standard form for ordering licenses of the Licensed Software ('Schedule 3').
2) License.
Subject to the terms and conditions of this Agreement, Datastream grants to Licensee, a perpetual (subject to
Section 11), non-exclusive license to: (i) Install, use and execute the Licensed Software on one server not to
exceed the number of total Concurrent Users as specified in the Order and attached Schedules, for use only
at the location(s) specified in the Order and attached Schedules. Furthermore, Datastream reserves the right
to perform an audit to insure that these teres are being met. In the event an audit will be performed.
Datastream will give the Licensee thirty (30) days written notice, Qi) Use the Documentation only in
conjunction with the Installation and use of the Licensed Software. The license granted to Licensee
DATASTREAM SYSTEMS, INC -
MAY 17, 2001
PAGE 1
CID# 908622
0
hereunder shall be a license to use the machine-readable object code only, excluding any source code. Only
the number of Concurrent Users specified on the Order may access the Network and use the services of the
Licensed Software on the server.
3. Delivery, Installation and Additional Services.
After execution of this Agreement Datastream will deliver to Licensee the Licensed Software and all
Documentation. Licensee shall be solely responsible for acquiring and installing, at its own expense, the
Client/Server System, the appropriate environment for the Client /Server System, including without limitation
the equipment and software listed on Schedule 2, and the Licensed Software in accordance with the
provisions of Appendix A attached hereto.
4) License l=ees, Shipping Charges and Payment Terms.
Unless otherwise provided herein, all fees payable hereunder shall be paid within fifteen (15) days of invoice
date. The Licensee may return the Licensed Software for a full refund within this thirty (30) day.period.
Licensee agrees to pay Datastream the license fees as specified on Appendix A plus all shipping and freight
charges and applicable taxes in connection with the delivery of the Licensed Software. The license granted in
Section 2 of this Agreement includes a license to use the Licensed Software on one server not to exceed the
number of Concurrent Users licensed specified in this Agreement. If the Licensee desires to add additional
Concurrent Users or server components for locations not covered in this Agreement, Licensee shall be
required to pay license fees before the software is installed. Licensee shall notify Datastream prior to adding
additional Concurrent Users or server components for locations not covered in this Agreement.
S. Ownership: Copies.
(a) All right, title and interest in and to the Licensed Software, Documentation, enhancements or updates
developed by Licensor and furnished to Licensee and the media on which the same are furnished to
Licensee, and all copyrights, patents, trademarks, service marks or other intellectual property or
proprietary rights relating thereto, are and shall remain with Licensor. Licensee acknowledges that no
such right, title or interest in these items is granted under this Agreement, and that no such assertion shall
be made by Licensee. Licensee is granted only a limited right of use as set forth herein, which right of use
is subject to termination in accordance with Section 11 of this Agreement.
(b) Except as provided in Section 13(f) below, Licensee is prohibited from distributing, transferring,
possession of, or otherwise making available the Licensed Software, Documentation, enhancements or
updates to any person other than Authorized Users under the terms of this Agreement. Licensee shall
advise all Authorized Users that they are prohibited from reproducing, distributing, transferring possession
of or otherwise making available copies of the Licensed Software, Documentation, enhancements or
updates and from using or installing the Licensed Software, enhancements or updates on any computer
at any location not covered by this Agreement.
(c} If Licensee desires to create interfaces to the Licensed Software, which do not increase the number of
Concurrent Users, Licensor shall provide Licensee with documentation reasonably necessary to call the
required Licensed Software objects (stored procedures). If Licensee desires to create interfaces to the
Licensed Software which increases the number of Concurrent Users, Licensee shall purchase additional
user iieensestor the developer's kit from Licensor according Licensor's theo�raurrent pricing policies. Ml
such interfaces created solely by Licensee shall be owned by Licensee and Licdht ee shall retain all rights
to the interfaces created by the Licensee, provided that Licensee agrees to use ..such interfaces for
internal use only and shall not distribute such interface to any third parties unless authorized, in writing,
by Datastream. Notwithstanding the foregoing, Licensor may -create, distribute and use similar interfaces
and/or products based on the ideas underlying such interfaces created by Licensee or it agents.
Licensee waives any claims it may have in connection with such development.
(d) Licensee shall be allowed to make copies of the Documentation for each Authorized User, for internal use
only. Licensee shall not make any additional copies of the Licensed Software, any custom software
DATASTREAM SYSTEMS, INC. PAGE 2
MAY 17, 2001 CID# go8622
0 •
developed. by Licensor, source code, Updates or Upgrades; provided, however that Licensee may make
up to two (2) additional copies of the Licensed Software or such custom software for back-up or archival
Purposes and may also run it on a disaster recovery system and/or for corporate development purposes.
r All authorized copies of the Licensed Software or custom software shall contain all copyright notices or
proprietary legends specified by Licensor.
S. Confidentiality — See Appendix B
Licensee and Authorized user shall not attempt to decompile or disassemble the object code of the Licensed
Software and Licensee agrees to use its best efforts to prevent decompilation and disassembly of the object
code of the Licensed Software by Authorized Users.
7. Warranties
(a) Licensor represents that it is the lawful owner or licensee of the Licensed Software and has the full right
and authority to grant the licenses hereunder.
(b) Licensor warrants that the magnetic media on which the Licensed Software or an update is recorded and
any documentation provided under the terms of this Agreement will be free from defects in material and
workmanship under normal use for a period of one (1) year. Licensor further warrants that the Licensed
Software will perform substantially in accordance with the specifications set forth in the Documentation
for a period of one (1) year from the date it is delivered.
(c) Licensor does not warrant that the functions contained in the Licensed Software or in any update will
meet the requirements of Licensee or Authorized Users or that the operation of the Licensed Software or
update Will be uninterrupted or error -free. The warranties set forth in this Section do not cover any copy
of the Licensed Software, update or any Documentation, which has been altered or changed in any way
by the Licensee or any Authorized User. Licensor is not responsible for problems caused by changes in.
or modifications to, the operating characteristics of any computer hardware or operating system for which
the Licensed Software or any update is procured nor is Licensor responsible for problems which occur as
a result of the use of the Licensed Software in conjunction with software of third parties or with hardware
which is incompatible with the operating system for which the Licensed Software is being procured.
(d) As an accommodation to Licensee, Licensor may supply Licensee with pre -production releases of
software programs ("Beta Releases). These products are not suitable for production use. Licensor
does not warrant that their operation will be uninterrupted or error free. Beta Releases are distributed
"As Is."
(e) ALL OTHER EXPRESS OR IMPLIED WARRANTIES INCLUDING WARRANTIES OF
MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, ARE EXPRESSLY DISCLAIMED
AND EXCLUDED. The warranties contained in this section are made in lieu of all other express or
implied warranties, whether oral or written. Only an authorized officer of the Licensor may make
modifications to this warranty or additional warranties binding on the Licensor, and such modifications or
additional warranties must be in writing.
8. Limitation of Remedies
(a) Except as provided in Section 12 of this Agreement, Licensor's entire liability and Licensee's exclusive
remedy for breach of Licensor's warranty obligations in Section 7 or under1fff94kgreement shall be 01 'Irr
the case of defects in media the replacement by Licensor of any magnetic media or Documentation not
meeting Licensors Limited Warranty, and (it) in case of any nonconformity or defect in the Licensed
Software, Licensor shalt use commercially reasonable efforts to provide maintenance modifications or
fixes with respect to any such error in a timely manner or at its dption replace the Licensed Software.
Licensor, however, shall not be obligated to correct, cure or btherwise remedy any error or defect in the
Licensed Software resulting from any (i} modification of the Licensed Software, (ii) misuse or damage of
DATASTREAM SYSTEMS, INC PAGE 3
MAY I7, 2001 CID# 908622
the Licensed Software or (iii) failure of Licensee to notify Licensor of the existence and nature of such
nonconformity or defect promptly upon its discovery.
(b) LICENSOR DISCLAIMS ANY AND ALL LIABILITY FOR SPECIAL INCIDENTAL OR COIVSEQUENTIAL
DAMAGES (INCLUDING LOSS OF PROFITS) ARISING OUT OF THIS AGREEMENT OR WITH
RESPECT TO THE INSTALLATION, USE, OPERATION OR SUPPORT OF THE LICENSED
SOFTWARE OR ANY UPDATE OF THE LICENSED SOFTWARE, EVEN IF LICENSOR HAS BEEN
APPRISED OF THE POSSIBILITY OF SUCH DAMAGES.
(c) Except as provided in Section 12 of this Agreement, Licensee specifically agrees that any liability on the
part of Licensor arising from breach of contract, negligence, strict liability, or in tort shall not exceed the
aggregate amounts paid by Licensee in fees for the Licensed Software.
9. Software Maintenance Updates and Upgrades
(a) Licensee shall pay to Licensor the annual maintenance fee as specified on Appendix A. Payment of the
annual maintenance fee entities Licensee to receive the maintenance described in Schedule 1 attached
hereto. Maintenance will automatically renew annually unless Licensee notifies Licensor in writing sixty
(60) days prior to expiration date. Licensee will be invoiced for maintenance each additional year thirty
(30) days prior to the expiration of each annual period.
(b) "Updates" to the Licensed Software include updates and corrections to and modifications of the
Licensed Software, including later maintenance versions of the initial version of the Licensed Software,
"Upgrades" to the Licensed Software include significant function and feature enhancements to the
Licensed Software and shall be denominated by new version numbers. Licensor shall determine, at its
sole discretion, whether or not a given release constitutes an Upgrade or Update. Until acceptance of
the Licensed Software, Licensee will receive for its use without payment of any additional fees all
Updates and Upgrades issued by Licensor. Use of any Update or Upgrade with or in place of the
Licensed Software shall be fully governed by and subject to the terms of this Agreement relating to the
use of the Licensed Software. Any portion of the Licensed Software replaced by an Update or Upgrade
shall be destroyed. Licensor may provide optional training or assistance relating to such Updates at its
then current rates. Licensee may license Upgrades separately in accordance with the then available
Upgrade pricing, subject to Schedule 1, paragraph 1(b). Licensor may make available computer
programs which are compatible with the Licensed Software and which supplement the Licensed
Software, but which (I) contain material new features and/or programs not included in Updates of the
Licensed Software, (ii) may be priced and offered separately as optional additions to the Licensed
Software and (iii) are not made generally available to Licensor's similarly situated customers without
separate charges ("Supplements"). SUPPLEMENTS ARE NOT LICENSED UNDER THE TERMS OF
THIS AGREEMENT OR ANY MAINTENANCE AGREEMENT.
10. Taxes
Licensee shall, besides other amounts payable under this Agreement pay all local, state, and/ federal sales
taxes levied or imposed by reason of the sales transactions contemplated in this Agreement. The taxes
mentioned above only relate to sales, or tariff oriented taxes. Licensee shall promptly pay to Licensor any
such taxes actually paid or required to be collected or paid by Licensor.
11. Term, Default and Termination
(a) This Agreement is effective from the date of its execution until terminated by either party as provided
herein.
(b) in the event Licensee defaults under a material obligation, Licensor may, at its option, Terminate this
Agreement and revoke the license granted herein. A material obligation of Licensee shall include, but is
not limited to, those obligations outlined in Sections 2, 3, 4, 5, 6, 10, 13(0 and 130) of this Agreement.
DATASTREAM SYSTEMS, INC PAGE 4
MAY IT 2001 Clow 908622
• 0
(c) Upon termination of this Agreement pursuant to Section 11(b) above, the license granted under this
Agreement to use the Licensed Software is immediately revoked and Licensee shall, within ten (10)
.business days after. the termination of this Agreement, return to Licensor all copies of the Licensed
Software, Updates and Documentation in Licensee's possession, including all copies of the Licensed
Software, Updates and Documentation under the supervision and control of Licensee and Authorized
Users. In the alternative. upon the request of Licensor, Licensee shall destroy all such copies of the
Licensed Software, Updates and Documentation and certify in writing that such materials have been
destroyed.
(d) Except as provided in Section i t (b) and 11(c) above, in the event either party defaults in any obligation
under this Agreement, the non -defaulting party shall give written notice of such default to the defaulting
party. In the event the defaulting party has not cured the default within thirty (30) days from the date of the
notice of default, the non -defaulting party shall have the right to terminate this Agreement.
(e) TERMINATION SHALL NOT RELIEVE LICENSEE AND AUTHORIZED USERS OF THEIR
OBLIGATIONS REGARDING THE CONFIDENTIALITY OF CONFINDENTIAL INFORMATION,
LICENSED SOFTWARE, UPDATES AND DOCUMENTATION.
(f) Termination shall not relieve Licensee from its obligations for payments due as of the date of termination.
Termination of the license shall be in addition to, and not in lieu of, any other remedies available to
Licensor.
12. Infringement Indemnity
Licensor, at its own expense, will indemnify and defend any action brought against Licensee to the extent that
it is based on a claim that the Licensed Software or any Update of the Licensed Software used within the
scope of this Agreement and in accordance with the Documentation infringes any United States patent or
copyright provided that Licensor is promptly notified in writing of such claim. Licensor shall have the right to
control the defense of all such claims, lawsuits, and other proceedings. In no event shall Licensee settle any
such claim, lawsuit, or proceeding without Licensor's prior written approval. Licensor shall have no liability for
any claim under this section if a claim for a United States patent or copyright infringement is based on the use
of a superseded or altered version of the Licensed Software if such infringement would have been avoided by
use of the latest unaltered version of the Licensed Software available as an update, or in the event such claim
is based upon any modification or enhancement to the Licensed Software made by Licensee or Authorized
Users. In the event a third party infringement claim is sustained in a renal judgment from which no further
appeal is taken or possible, or if Licensee's use of the Licensed Software is enjoined by a court, then Licensor
shall, in its sole election and at its expense either (i) procure for Licensee the right to continue to use the
Licensed Software pursuant to this Agreement, (ii) replace or modify the Licensed Software to make it non -
infringing: or (iii) terminate this Agreement and refund to Licensee the full value of the Licensed Software.
Licensor shall have no other liability or obligation to Licensee except as expressly set forth above.
13. Miscellaneous
(a) Each party acknowledges that it has read this Agreement and the schedules and Appendix A and
Appendix B, attached to this Agreement. understands them, and agrees to be bound by their terms, and
further agrees that they are the complete and exclusive of the agreement between the parties which
supersedes and merges all prior proposals, understandings, and all other agreements, oral and written,
between the parties relating to the subject matter of this Agreement, includigg-without limitation the terms
of any Licensee request for proposal or Licensor response or the standardlerms on any Licensee
purchase order. This Agreement may not be modified or altered except by written instrument duly
executed by both parties.
(b) Any notice or other communication required or permitted in this Agreement shall be deemed to have
been duly given on the day of service if served personally or by facsimile transmission with confirmation,
or three (3) days after mailing if mailed First Class mail, registered or certified, postage prepaid, and
addressed to the respective parties at the addresses set forth above, or at such other addresses as may
be specified by either party pursuant to the terms and provisions of this paragraph.
DATAs7REAm SYSTEMS, INC. PAGE 5
MAY 17. 2001 CID# 908622
(c) This Agreement and performance under this Agreement shall be governed by the laws of the State of
Iowa.
(d) No action, regardless of form, arising uut of this Agreement may be brought by either party more than two
years after the cause of action has arisen.
(e) If any provision of this Agreement is invalid under any applicable statute or rule of law, it is to that extent
to be deemed omitted. The remainder of the Agreement shall be valid and enforceable to the maximum
extent possible.
(t} Licensee may not assign or sub -license, without the prior written consent of Licensor, its rights, duties, or
obligations under this Agreement to any person or entity, in whole or in part, provided, however, that this
Agreement' may be assigned by Licensee without the consent of Licensor to a purchaser of all or
substantially all of the assets or outstanding capital stock of Licensee, or its parent corporation or other
corporation controlled by its parent corporation, whether by merger, consolidation, or otherwise, or its
majority owned subsidiary. Any authorized transferee or assignee of the Licensed Software or this
Agreement shall be bound by and subject to all of the terms and provisions of this Agreement.
(g) The waiver or failure of either party to exercise in any respect any right provided for in this Agreement
shall not be deemed a waiver of any further right under this Agreement.
(h) This Agreement may be executed in two or more counterparts, each of which shall be deemed to be an
original and each of which together shall constitute a single instrument.
(i) Neither party shall be responsible for failure to perform in a timely mariner under this Agreement when its
failure results from any of the following causes; Acts of God or public enemies, civil war, insurrection or
riot, fire, explosion, earthquake or serious accident, strike, labor trouble or work interruption or any cause
beyond its reasonable control.
(j) Licensee agrees to comply with all export and re-export restrictions and regulations ("Export
Restrictions') imposed by the government of the United States. Licensee will not commit any act or
omission, which will result in a breach of any such Export Restrictions. Licensee agrees that it will
comply in all respects with any government laws, orders or other restrictions on the export of the
Licensed Software (and related information and documentation), which may be imposed from time to
time by the governments of the United States and Canada ("Export Requirements"). Licensee will take
all actions, which may be reasonably necessary to assure that it does not contravene the Export
requirements. This section shall survive the expiration or termination of this Agreement.
(k) For purposes of this Agreement, Licensee is not an agent of Licensor, and Licensee has no express or
implied authority to act on behalf of, or make any representations whatsoever on behalf of, Licensor,
Licensor has no right to control any activities of Licensee outside the terms of this Agreement. Licensor
is an independent contractor and neither party shall have the power or authority to bind the other party to
any contract or obligation.
(1) Licensee agrees to allow Licensor to use Licensee's name, as well as disclose terms of this Agreement,
in press releases, customer lists, regulatory filings and/or marketing materials. In addition, Licensee
agrees to allow Licensor to add Licensee as a reference site and Licensee will allow reasonable access
to its site in order to allow Licensor to demonstrate to a potential customer, Licensee's installed Licensed
Software. Such access shall be with prior notice and only during a convenient time for Licensee and shall
not exceed two (2) site visits per year.
(m) Any claim between the parties, under this Agreement or otherwise shall be determined by arbitration in
an agreed upon neutral site under the American Arbitration Association (AAA) commercial Arbitratipn.
Rules with Expedited Procedures in effect on the date hereof, as modified by this Agreement. There
shall be one arbitrator selected by the parties within seven O days of the arbitration. demand or, if not,
pursuant to the AAA Rules, who shall be an attorney with at least fifteen (15) years commercial law
experience. Any issue about whether a claim is covered by this Agreement shall be determined by the
arbitrator. At the request of either party made not later than seventy-five (75) days after the arbitration
demand, the parties agree to submit the dispute to non-binding mediation, which shall not delay the
arbitration hearing date. There shall be no substantive motions or discovery, except the arbitrator shall
authorize such discovery as may be necessary to ensure a fair private meeting, which shall be held
DATASTREAM SYSTEMS, INC PAGE 6
MAY 17, 2001 cross 908622
within one- hundred twenty (120) days of the demand and concluded within three (3) days. These time
limits are not jurisdictional. The arbitrator shall apply substantive law and may award injunctive relief or
any other remedy available from a judge, including attorney fees and costs to the prevailing party, but
f shall not have the power to award punitive damages. In addition, any award shall be subject to the
limitations of warranties and remedies set forth in Section 8.
(n) On the Licensor's request, no more frequently than annually, Licensee shall furnish Licensor with a
signed certification @ verifying that the Licensed Software is being used and pursuant to the terms of this
Agreement, including any user limitations and (io listing the locations which the Licensed Software is
being used. Licensee agrees to grant Licensor reasonable access to Licensee's site, upon prior notice
during normal business hours to audit the use of the Licensed Software.
Signature Page
Licensee Signature:
The City of Pik�Moines. Iowa
By:
Name: George Flagg
Title: Mayor Pro -Tem
Date: -- A'f y 2.1, 2001. ,...,.
� AS TOOIZMM: �
�7WMence.Timmins
Deouty City Aitomey
DATASTREAM SYSTEMS, INC.
MAY 17, 2001
Licensor Signature:
Datastream Systems,J6.
By:?,� JLC-►
Name:�K itJ�
Title: _ V,00 t I&Rg2g&= C-eaAs,-xL,
Date: S�/8'lZoa♦
ATI=:
Dune Rauh
Deputy City Clerk
PAGE 7
CID# 908622
Schedule 1
Maintenance and Product Support
Upon payment of the annual support fees in this Agreement, Licensor will provide the following Support
Services for the Licensed Software. Licensor includes thirty (30) days of support with the purchase of the
Licensed Software package.
1. Support Services
A. Unlimited Telephone or Facsimile Support
The hours of operation are 24 hours per day, excluding holidays. Licensee shall appoint up to four (4)
individuals within Licensee's organization to serve as the primary contact between Licensee and Licensor and
to receive support through the telephone support center. Licensor shall designate a specific Technical
Support representative as the key contact for the Licensee's organization. &Ldt Edi �, { j l►Q��» .
jI)C4An f: Wtb, a-rnct: l � Fr+x- r
? O?C .x44u,.-'l.a4AA%94
B. Software Updates and Upgrades 'q g h E /71 A ,.
Licensor shall provide to Licensee without additional charge, all Updates to the Licensed Software (including
related documentation) commercially released by Licensor during the term of the maintenance agreement.
C. Newsletters
Licensor shall provide Licensee with Datastream Newsletters. General information about Licensor, its
products and users is typically included in Licensor newsletters.
D. Remote Diagnostics
Licensee shall provide Licensor with the necessary remote to the Licensee's designated CPU so that Licensor
may provide remote dial support services. ki4d Uri �k g ,� l Vn. ,
If. SupportFees
A. Licensee agrees to pay Licensor the maintenance fees as specified on Appendix A for the first year of
maintenance. Thereafter, if Licensee elects to receive maintenance, Licensee shall pay maintenance
fees in accordance to Licensor's then current maintenance pricing schedules.
B. If Licensee elects to receive maintenance service after a lapse of coverage, Licensee shall pay Licensor
for the period of time in which maintenance coverage lapsed, plus one full year. In no event shall Licensor
be responsible for providing maintenance services for a period during which maintenance coverage
lapsed.
DATASTREAM SYSTEMS, INC
MAY 17, 2001
U' -- PAGE 8
CID# 908622
•
Schedule 2
Required Equipment and Software
A. Licensed Software: MP2 Enterprise: Version 6.0 SOL
B. Server: Oracle or Microsoft SQL Server Supported Processor and operating environment.
C. Operating System: Oracle or MS SQL Supported RDBMS (Licensee must purchase)
D. Database: Oracle or MS SOL Server (Licensee must purchase)
E. Client: Recommended Processor (Intel-based, Pentium, '133 Mhz or greater with 32 megabytes of Ram)
F. Operating systems (one of the following)
1. Windows 95 (Licensee must purchase for each client)
2. Windows NT Workstation (Licensee must purchase for each client)
G. Operating Equipment (Licensee must purchase licenses)
1. Fax gateway if outside faxing is desired
2. MAPI, VIM or SMTPIPOP3 complaint E -Mail if RequestLink product is used.
H. Network: Any windows -Supported Network
0
DATASTREAM SYSTEMS, INC PACE 9
MAY 17, 200I CIC# 908622
t
Schedule 3
Order Form
General Information
Agreement Number: -40,0 fvZ Z -
Execution date:
Licensee Name C ;;r IDV5 W06N
Licensee Address:
Executive Contact: ,&'g :�6&L _ _ r
Installation Specifics
Database Servers or Stand Alone Clients:
Datastream agrees to license the software for one server(s) with 25 concurrent users in the site specified in
this schedule. The server and client code may only be used at sites included in this schedule.
Sites: City of Des Moines Wastewater Reclamation Facility
DBOS: Oracle or Microsoft SOL Server Supported Environment.
Client workstations: Windows NT based or Windows 95 based CPU's at recommended operating speed.
Total Number of Authorized
Concurrent Users per site: 25
Sites: 1
License Fee:
Appendix A
Annual Support Fee
Appendix A
Payment Terms
Standard, Net 15
DATASTREAM SYSTEMS, INC PAGE 10
MAY 17, 2001 CID# 908622
APPENDIX A
PRODUCTS/SERVICES/SUPPORT
The following is an estimated cost breakdown for the City of Des Moines project. Datastream recommends a
Site Assessment for the City to help determine the size and scope of the project, in an effort to further define
the costs associated with this proposed solution.
, PRODUCT
List Price
Quantity
List Price Extended
MP2 Enterprise SQL server license
9995
1
S
9,995
Each Additional Seat
1995
25
$
49,875
Barcode Software
1.495
1
$
1.495
OSHA
450
1
$
450
Pocket MP2
1 395
5
$
6,975
§ymboll 6800 Scanners with Ax.
1.050
2
$
8.100
Hardware for PMP2
is 900
5
$
905
Total
First Year Support and Maintenance
Software Total
20,000
End User Trainins with Client Data
$
S
S
75,795
12,127
87,922
auppvtt r[WA= ere Da• O On 10 -ft or SonWare USX rnCeS. .bOmNare MCFUUes an Upgrade to
Datastream's MPSI product at no additional software charge.
Estimated Implementation Services for Initial Plant and
Upgrade
List Price
Quantity
(Days)
List Price Extended
Site Assessment and Report
S
9,500
1
$
9,500
Int ration- S em Installation and MP2 5.0 conversion
$
1,595
5
$
7,975
MP2 Core Implementation Team Product Training
S
1.495
5
S
7,475
Implementation Plannim
$
1.495
5
S
7,475
security Setup and n
E
1,595
5
S
7,975
Database DevetEMt coding,Conversion and QA on New Data
$
20 ODD
1
$
20,000
End User Trainins with Client Data
$
1.495
10
$
14.950
Business Requirements and SOP Developqwnt
S
1.495
3
S
4,495
MOM Start up
S
1.595
5
$
7,975
Interlace 22MA to PeOPIeSoft
$
15000
1
$
15,000
Interface input from LIMS
s
10000
1
S
10 000
Pro*t Mans rent
IS
20.5W
1
$
2D,500
Total Number of Man Days
Total Implementation Services Estimate
ravel Expenses (estimated)
Miscellaneous Expenses
Total Software and Services
42
$ 123,810
$ 18.000
$ 15 000
S 244 732
Note: Datastream recommends a Site Assessment to finalize implementation costs for this project. Until the assessment
has been completed, the consulting costs for the PeopleSoft interface and the Data Conversion is approximated.
Expenses to be invoiced as billed +'10% for service charge. '
DATASTREAM SYSTEMS, INC.
MAY 17, 2001
PAGE 11
Cio# 908622
APPENDIX S - CONFIDENTIALITY
(a) Under Chapter 22 of the Iowa Code, "Examination of Public Records", all records of a
governmental body are presumed to be public records, open to inspection by members of the public.
Section 22.7 of the Iowa Code sets forth a number of exceptions to that general rule, establishing
several categories of "confidential records". Under this provision, confidential records are to be kept
confidential, "unless otherwise ordered by a court, by the lawful custodian of the records, or by '
another person; duly authorized to release such information". Among the public records which are
considered confidential under this Iowa Code provision are the following:
3. Trade secrets which are recognized and protected as such by law.
6. Reports to governmental agencies which, if released, would give advantage to competitors
and serve no public purpose.
Under Chapter 22 of the Iowa Code, the City, as custodian of all records and documentation
submitted to it by Licensor pursuant to the Standard Licensing Agreement, may, but is not required,
to keep portions of such records and documentation confidential under exceptions 3. and 6, noted
above.
(b) If Licensor determines that a portion or portions of such records and documentation submitted
to the City in conjunction with said Standard Licensing Agreement constitute a trade secret, or should
otherwise be kept confidential to avoid giving advantage to competitors, it may submit a
confidentiality request to- the City indicating which portion or portions of such records or
documents should be kept confidential and why. The burden will be on the Licensor to make such
confidentiality request and to justify application of a confidentiality exception to such records or
documents. The City will not under any circumstance consider all of such records and documents
submitted to it in conjunction with said Standard Licensing Agreement to be confidential records.
(c) If a request is thereafter made by a member of the public to examine records or documentation
submitted to the City by Licensor, including the portion or portions thereof for which a
confidentiality request has been made, the City will so notify the Licensor and will keep confidential
that portion of such records or documentation covered by the confidentiality request, pending action
by the Licensor requesting confidentiality to defend its request. In that notification, the Licensor
requesting confidentiality will be given not more than S calendar days within which to file suit in
Polk County District Court, Des Moines, Iowa seeking the entry of a declaratory order and/or
injunction to protect and keep confidential such portion of its records or documentation. Absent such
action by the Licensor requesting confidentiality, and absent the entry of a court order declaring such
portion or portions of the records or documentation to be confidential, all such records or
documentation subject to request for public examination will be released for public examination.
11CDMFS11D-VOLUbIMUSERS1TLTbnmins120011FinancelCorr\SolMan License - City's Coei(idefiW ty Frovision.doc -
DATASTREAM SYSTEMS, INC. PAGE 12
MAY 17, 2001 CID# 908622
y- 4
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Proposal to The Cit*Des Moines Wastewater Reclamation •ility for a CMMS Solution
WRF
7
Table of Contents
Section 1. Executive Summary ........................3
Section 2. System Description.............................6
Section 3. Support Services..............................20
Section 4. Responses to Functionality Table .....29
Section 5. Proposed Implementation Plan .........50
Section 6. Cost and Contract Terms.................58
Section 7. Vendor Background ..........................64
Section 8. User Documentation .....................71
Section 9. Appendix....................................72
Binder Pockets
Front Pocket: MP2 Brochure, overview, and Client Profiles
Back Pocket: Annual Report
Proposal to The City of Des Moines Wastewater Reclamation Fa ility for a CAJMS Solution qr
im•
Section 1
Executive Summary
Datastream Systems, Inc.
(Datastream) is pleased to submit
this proposal to The City of Des .
Moines Metropolitan Wastewater
Reclamation Facility (City). This
document presents our approach to
provide an Enterprise Asset
Management System (EAM) in
support of the Computerized
Maintenance Management System
(CMMS) requested by the City. The
proposed solution is structured to
meet set objectives, and addresses
the requirements as outlined in the
Request for Proposal, Activity I.D.
01-2001-021.
•
Proposal to The Citykes Moines Wastewater Reclamation Facility for a CMMS Solution IwRF
Datastream Overview and Strategy
Datastream Systems (NASDAQ:DSTM) helps companies achieve superior returns on investment through its
award-winning line of enterprise asset management (EAM) systems and on-line industrial procurement tools
and applications. Datastream provides all software, installation, training, and consulting to assist customers at
every stage of an asset's lifecycle, including controlling spare parts inventories, scheduling tasks to reduce
equipment downtime, and expediting the purchasing process. Through the successful implementation of
asset lifecycle management systems, companies can reduce costs up to 30 percent and add significantly to
their bottom line.
Founded in 1986, Datastream's commitment to innovative and affordable software for asset management
professionals has resulted in sales of over 60,000 system units worldwide. In 1999, Datastream accounted for
more than 56 percent of the unit market share of EAM systems. Datastream provides systems for virtually any
size operation, from the single, small shop with basic requirements to the large, multi -site client needing a full -
featured enterprise solution. Our customers represent manufacturing industries, such as aerospaceldefense,
automotive, commercial machinery, oil and gas, paper and pulp, food processing, chemicals and electronics,
as well as non -manufacturing industries, such as health care, property management, transportation,
telecommunications, and hospitality. Datastream services customers in 129 countries, which includes over
60% of the Fortune 500.
Our Understanding of City Objectives
The City is looking for the following:
■ A cost efficient Computerized Maintenance Management System (CMMS) solution that provides an
open, user-friendly, easily expandable system in a client/server environment.
■ A flexible, integrated CMMS that allows users to easily manage and access the data they need to
perform their jobs through the use of the various system modules.
• A dynamic CMMS solution that increases equipment availability, prevents releases, lowers
maintenance costs, reduces downtime, and minimizes the life cycle costs of system equipment.
Results of the Questionnaire
Datastream has reviewed the requirements as outlined in RFP, Activity I.D. 01-2001-021. The solution
proposed by Datastream successfully meets the majority of the requirements as outlined, with little or no
customization required.
Datastrearn's Solution and System Capabilities
The completed suite of software and services available to meet the City's business objectives includes:
• MP2 Version 6.0 SOL
■ Weblink Version 2.0
• Barcode with Symbol Scanners
■ Pagerl-ink
• Pocket MP2
■ MP2 Messenger
The Software
MP2 Enterprise, Version 6.0 is available utilizing either Microsoft's SQL Server or Oracle databases. MP2
Enterprise contains a comprehensive set of API's that enable seamless integration to other applications for
elimination of costly custom work or redundant data entry.
0 •
Proposal to The City of Des Maines Wastewater Reclamation Facility for a CMMS Solution Q
In addition, MP2 version 6.0 is an enterprise -wide solution that allows for multiple sites to be housed under a
centralized database for consolidated reporting. In addition, this application is MS Backoffice compliant.
Why Weblink
This add-on module provides a web -based solution for submitting, approving, updating, and closing of
work requests, work orders, and requisitions. This application provides full MP2 functionality, and may be
operated through a just browser on a network computer.
Preventive Maintenance
To bring real-time awareness of maintenance personnel to critical machine downtime, MP2 provides
interface capabilities for real-time updates of metering and statistical predictive maintenance capabilities.
This integration would allow for automatic generation of work orders. With Pageri.ink, an add-on
application, a page can be sent to maintenance personnel at crucial times such as when work requests
have been submitted or when a machine has failed through an alert for key equipment.
Pocket MP2
Pocket MP2 provides remote creation, update, and closing of work orders through the use of palm top
computers running WindowsCB. This provides portability and a single point of entry of data thereby
reducing costly duplication of entry. Cell -phone technology or network access provides real-time
synchronization and update functionality to the MP2 database.
Barcode Functionality
Barcode functionality will enable City users to quickly check out/ return inventory items, receive, update
meters, and enter employee labor hours on work orders. This provides quick entry of data though
scanning technology to increase efficiency and provide a more cost-effective means to maintain current
data in the MP2 system.
Interface Capabilities
In addition, MP2 provides API's available that would allow for integration to a financial application for cost
roll -up to account payable, accounts receivable and general ledger postings. This would permit the use
of inventory control through MP2 while the purchasing and accounting would be kept in another
application with automatic electronic data transfer to keep the two systems synchronized.
The Services and Implementation Approach
The following services provide specific components of Datastream's approach:
Site Assessment - In order to define the project scope and resources required a Site Assessment is
strongly encouraged. A Site Assessment is an in-depth business analysis of system objectives,
current status and assessment of operating conditions, the results of which will be in-depth
recommendations for a successful implementation and a detailed project Gantt chart. This is critical
to ensure that the project is defined within realistic time frames and budgets to meet City objectives,
as well as to identify critical issues revolving around customization and integration.
• implementation Plan - The plan included with this submittal begins with planning and ends with a
final assessment to evaluate whether or not project objectives have been meC
• Data Conversion, Customization, and Installation -- Datastream proposes to provide these
specialized services as an integral component of the Impletnentation Plan.
• Project Management - The implementation will be overseen by an experience Client Manager who
will serve as the single point of contact for the City.
_m,
Ui.--I_ x
Proposal to The Cityo Des Moines Wastewater Reclamation Facility for a CMMS Solution F
Section 2
System Description
"MP2 Enterprise is a software
solution designed to provide quick
access to critical maintenance
information for multi -site users.
Through its open systems
architecture, MP2 Enterprise can be
easily integrated with other software
systems to take advantage of a
company's existing protocols."
Note: The following Section contains product
information for the proposed Datastream
lll, solution.
0 •
Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution ygq�c
Product Overview
MP2 Enterprise sets the industry standard for easy-to-use maintenance software designed spec'if'ically for
multi -site, enterprise organizations. Based on Microsoft Windows 95 - Datastream has the only maintenance
software system with a certified Microsoft Office user interface.
Datastream is consistently praised not only by industry analysts (seven consecutive Plant Engineering
Product of the Year Awards), but also by more than 60,000 clients worldwide, as one of the easiest
maintenance software packages to learn and use. When using software as comprehensive as MP2
Enterprise, ease of use is crucial. Datastream has incorporated many features designed to maximize access
to information.
Features and Technical Characteristics
The solution proposed for the City will meet the functional and technical requirements specified in the RFP.
The table on the following page provides some of the features available in the MP2 Enterprise product.
In addition, a table listing the hardware and operating parameters required to implement the MP2 solution is
included following the features table. As illustrated, MP2 is a good fit for City technical environment.
Datastream would direct the City to review the product information, following this table, that includes screen
shots, technical descriptions, and functional diagrams that will further demonstrate how MP2 meets the City's
requirements.
MP2's open system architecture makes interface to other systems efficient and effective. A description of
interface capabilities, including financial interfaces and other ERP systems, is included in the Appendix of this
proposal.
D-
Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution WRF
MP2 Enterprise product features
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Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution pvRp
Table
MP2 Enterprise 6.0
Hardware and Operating System
Minimum Requirements and Recommendations
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Processor
Pentium 166
RAM
'32--M—B-Kor--W—Indows 95
'Wir-dDiiC4�;We
48 MB for Windows NT 3.51or higher
3-4-0, MBw with 1-1, m-- s or Gas-ter-a-c'ce-s-s- -116 e*'.' 7-0 - M- -B- -1 o --r 'i-rtit a* 1-1 -a ii- o'-n-
1140nifer
SVGA color with 800 x 600 resolution
Graphics Adapter
I MB RAM
ParaileJ port !or printer output
recommended
Communication port and modem for faxes
recommended
and EDI transmissions
facer Printer
-
recommended
Mouse
I required
56 Kbps (min.); 10 Mbps (rec.)
CD -RUM drive
I recommended
Database
Oracle 7.2 or higher, SQL*Net 2.3 or higher
dual Pentium Pro 200 or equivalent
RAM 1128
hllB (min.) far 10 users or fewer; add 4 MB per user after 10
I Gig with 11 ms or faster access time (min.), 4 Gig SCSI with PCI
Controller (rec.)
WiiNetworkFida ce'- 6 id (Nld)
10W ps
Bus Architecture
--
EISA 6i'PCI
-
�CfJ-ROM drive'
[required for installation
Supported Operating Systems and Protocols
Database Server
Any server operating systemwhich can run both Oracle 7.2 or higher and
Oracle SCIL'Net 2.3 or higher
Workstations
Windows 95 or Windows NT 3.51 or higher
Protocols
TCP/IP. lPYJSPX
How Datastream Software Addresses Asset Management -- The Way it Works
The screen shots and narrative on the following pages provide a snapshot of several strategic modules that
are part of how MP2 guides maintenance management.
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Proposal to The Citl Des Moines Wastewater Reclamation Facility for a CIMS Solution
Equipment & Maintenance Management
In Datastream software, the term "equipment" refers to any object or asset on which maintenance is
tracked. Equipment may be production related (presses, injection molders, etc.) or non -production
(air -handling units, vehicles, etc.). The equipment record is the maintenance story for that particular
piece of equipment. In the equipment record the following information is tracked.
• Meter readings for each piece of equipment and view or update meter readings.
■ View work order history for each equipment record.
• Create and view equipment relationships with the equipment component view.
• Summary of dollars spent on maintenance labor hours and spare parts for each equipment
record.
• Spare parts list needed to maintain each piece of equipment and the ability to check inventory
levels from the equipment record
For each piece of equipment, maintenance requests or work orders may be created. Datastream
products track both preventive maintenance tasks (scheduled maintenance tasks) and work orders
for repairs and emergency requests. Both types of work orders drive the need for maintenance,
repair, operations, and (MRO) parts. The work order system requisitions parts from the inventory
module in Datastream software.
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Proposal to The City of Des Moines Wastewater Reclamation #11ity for a CMMS Solution p
Inventory
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Datastream's Inventory module stores extensive information for each item or part used in the
maintenance of equipment or facility management. This information is used to accurately report the
cost of parts associated with work orders and project future demand for parts. This practice helps
optimize inventory levels. Datastream offers the following advanced inventory features:
■ Choice of item reorder method -- Min/Max or Reorder Point
■ . Ability to view the quantity of each item used over the last 12 months
■ Option to track the history of transactions
■ Flexibility to move inventory items from one location to another within a specific warehouse,
or from one warehouse to another
■ Choice of three inventory valuation methods: LIFO, FIFO, or Weighted Averaging
Datastream software provides the ability to analyze spare parts usage in order to reduce inventory
levels, stock -outages, and rush orders. Inventory analysis, such as economic order quantity, employs
historical usage data to help set reorder points that will ensure minimal stocking levels, while
statistically reducing the likelihood of stock -outages. MRO parts demand is driven by parts checkout
through Datastream software from the MRO parts crib. Each item is assigned a reorder point or a
minimum quantity level. When part usage reduces the inventory level of that part to the reorder point
or the minimum level, the system recognizes the need to reorder that part. The user may print the
"requisition generation" report from the system. This report lists all items that need to be reordered,
at that point in time. All items listed may be sent to a Purchase order in the Datastream software.
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Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution WXF
Purchase Orders
Datastream's purchasing system generates purchase orders for both inventory and non -inventory
items, and directs therm to the designated supplier for fulfillment. Items delivered from the supplier
may be received to a stock location, work order, equipment cost center, or employee.
Datastream software provides the tools needed to manage supplier relationships, including
monitoring performance quality and adherence to delivery schedules. The purchasing module
includes all critical elements of the purchasing cycle:
■ Quotations
• Purchase orders
• Blanket purchase orders
• Purchase order histories
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Proposal to The City of Des Moines Wastewater Reclamation Facility for a CMMS Solution WRF
Internet Purchasing
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Traditionally, purchase orders come to MRO suppliers via fax or telephone. While maintenance and
inventory management has been automated, the procurement process is manual for most MRO
purchasers. Datastream's electronic commerce initiative (iProcure) is designed to enhance current
purchasing functionality to enable Datastream's existing and new customers to place internet orders
with a select group of leading MRO suppliers: Applied Industrial Technologies, Fastenal Company,
and WESCO Distribution.
iProcure is designed for ease of use and rapid order execution. When a customer has an MRO part
requirement, the Datastream software calls iProcure, which launches a web browser as a form. The
user is connected from the purchasing module in the Datastream software to the iProcure web site
via the Internet. Once at the iProcure web site, users can search and select items from the electronic
catalogs of the three suppliers, download information to the purchasing module, and execute
purchase orders electronically. The result is savings by reducing processing time, transaction costs,
and opportunity for clerical error.
The addition of Internet ordering to Datastream products completes the automation of the MRO
supply chain. Demand for a part is created by a work order or facility management need, which
triggers a part requirement to the inventory module. Part reorders are channeled from the inventory
module to a purchase order- Items may be selected from Applied, Fastenal, and WESCO via the
Internet (iProcure), and orders placed electronically to the supplier.
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