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C2-Asset Data Analysis - Halton

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					Team C

 Halton CMMS Project                                                                                                             IT Specification - Appendix F
               C1 Asset Management (GIS Mapping / Permits
               Records)
  Section/                                             Criteria                                       Weighting    Test                    Short Response                       Proponent Response (Where Applicable)
  Criteria #                                                                                                      Criteria
                                                                                                                                 FS   SM     S3    SC       FR   NS
                                               If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C1.1           Ability to view and access Geographic Information System (GIS) asset inventory using
               remote technology from the Work Order (WO) screen. Including abilities to view and
               access the following data sets:
               - Water model (ESRI GIS database)
               - Sewer model (ESRI GIS database)
               - Municipal address
               - Parcels (property related information, text based and graphical representation of
               applicable property lot lines)
               - Unique water and wastewater asset identifiers (asset ID’s)
               - Digital orthographic photography (Orthophotography)
               - Street network
               - Tombstone historic data
               - Digital photographs
                                                                                                                5          3
C1.2           Ability to use unique water and wastewater asset identifiers from GIS data for referencing
               related assets on a Work Order (WO)                                                              5          3
C1.3           Ability to store
               - static or tombstone data on the ESRI GIS database (eg, asset make, model, size), and
               - transactional or dynamic data from work orders on the CMMS (eg, condition readings of
               the asset, work order history)
                                                                                                              5              3
C1.4           Ability to report on asset history, where data resides on both the CMMS and the ESRI
               GIS database (eg. how much work was done on a fire hydrant of a given size, type,
               location in past 2 years)                                                                      5              3




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C1                                                                                     Confidential                                                                                       1 of 19
Team C

 Halton CMMS Project                                                                                                                     IT Specification - Appendix F
               C1 Asset Management (GIS Mapping / Permits
               Records)
  Section/                                               Criteria                                             Weighting    Test                    Short Response                Proponent Response (Where Applicable)
  Criteria #                                                                                                              Criteria
                                                                                                                                         FS   SM     S3    SC       FR   NS
                                               If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C1.5           Ability to dynamically access and view infrastructure-related data (eg, digital drawings
               and asset condition data), from within the Work Order (WO) screen, that presently exists
               in the following Intranet-based applications.
               - Access to as-constructed engineering drawings in .mil and .tif raster formats that are
               managed by the web-based Technical Document Management System (TDMS)
               application.
               - Access to waste water inspection reports that are presently managed by the web-based
               CCTV inspection management system.
               - Access to Autodesk’s AutoCAD .dwg files in AutoCAD 2000 or newer format.
                                                                                                                      2              1
C1.6           Ability to electronically annotate (redline) the following information on a mobile device in
               the field:
               - Any tombstone data (ESRI GIS asset attributes)
               - Engineering drawings (TDMS raster files in .mil and .tif file formats)
               - Mapping data (ESRI GIS data) including fields for entering edits made in the field
                                                                                                                      5              1
C1.7           Ability to cross-reference work order number on any attached annotated documents.
                                                                                                                      1              1
C1.8           Ability to queue annotations made by field staff using mobile devices, including
               - Review and approval by System Operations Supervisor
               - Date and time stamp of status change (eg, annotation waiting for approval from
               Supervisor, approved by Supervisor, and awaiting data entry by Infrastructure
               Management)                                                                                            3              1
C1.9           Ability for System Operations Supervisor to request on a given annotation, that
               notification be given when GIS edit complete                                                           3              1
C1.10          Ability to reference a unique asset within the CMMS in accordance with GIS, using the
               following criteria:
               - ESRI Feature class + ESRI Unique ID (for all assets)
               - Serial # (for some point assets such as meters & hydrants)                                           5              3




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C1                                                                                             Confidential                                                                                2 of 19
Team C

 Halton CMMS Project                                                                                                                      IT Specification - Appendix F
               C1 Asset Management (GIS Mapping / Permits
               Records)
  Section/                                                Criteria                                             Weighting    Test                    Short Response               Proponent Response (Where Applicable)
  Criteria #                                                                                                               Criteria
                                                                                                                                          FS   SM     S3    SC       FR   NS
                                               If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C1.11          Ability to reference an asset location for description within the CMMS by
               - From and To points (eg, from intersection x to intersection y, from address 1 to address
               2, from manhole 1 to manhole 2)
               - From and To reference description
               - From and To geographical references
               - Adjacent to address information
               Along with changes to:
               - location changes
               - WO history
                                                                                                                       5              3
C1.12          Ability to split a pipe-related asset type in ESRI and dynamically change all "From To"
               data for the two resultants pipe assets created                                                         5              3
C1.13          Ability to track asset history including;
               - through a reference to an ESRI unique asset identification
               - Splitting of assets while maintaining asset/child information (eg. An ESRI 100m length
               of pipe ID 58 is split into two sections 25m and 75m lengths with ESRI unique ID 67 & 68
               respectively cross referenced as children of former ESRI unique ID 58. Even if further
               splitting occurs CMMS tracks all legacy asset attributes)
                                                                                                                       5              3
C1.14          Ability to track condition history for assets that have been split including keeping track of
               condition related to each child of the split (eg. When pipe ESRI unique ID 58 is split into
               67 & 68 all current and historical conditions are automatically reassigned to pipe ESRI
               unique ID 68)                                                                                           5              3




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C1                                                                                              Confidential                                                                               3 of 19
Team C

 Halton CMMS Project                                                                                                                    IT Specification - Appendix F
               C1 Asset Management (GIS Mapping / Permits
               Records)
  Section/                                               Criteria                                            Weighting    Test                    Short Response                Proponent Response (Where Applicable)
  Criteria #                                                                                                             Criteria
                                                                                                                                        FS   SM     S3    SC       FR   NS
                                              If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C1.15          Ability to track work order history for assets that have been split including:
               - When changes to ESRI are made that are not results of a WO being issued (eg.
               Independent contractor splits pipe and ESRI data is updated to reflect it)
               - All X Y Z referenced work done dynamically reflects the most current ESRI asset
               numbers (eg. When pipe asset number 58 is split into 67 and 68 all WO history is
               automatically reassigned to pipe assets 67 and 68, such as based on X Y Z co-ordinates
               where work was done)
               - Issue a WO to install a new service connection on pipe asset number 58; that will split
               the pipe and eventually result in GIS edits and creation of pipe number 67 and 68.

                                                                                                                     5              3
C1.16          Ability to associate related work orders for standard activities and keep proper track of
               - which activities were done,
               - why or why not the work was done,
               - cross-referencing of related work orders for audit trail of work history, and
               - proper charging of costs.
               (For example, original WO created for a main break and realized watermain needs
               replacement in the spring, so restoration task not required. Follow-on work order is
               issued for watermain replacement including a task for sodding, and costs are as follows:
               - watermain repair has no restoration charge
               - watermain replacement carries the cost of restoration)


                                                                                                                     5              1
C1.17          Ability to relate a follow-on work order to a previous work order (eg, six months following
               the restoration in the example above, a customer complains and further restoration is
               required) including cross-referencing of previous work orders
                                                                                                                     5              1




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C1                                                                                            Confidential                                                                                4 of 19
Team C

 Halton CMMS Project                                                                                                                 IT Specification - Appendix F
               C1 Asset Management (GIS Mapping / Permits
               Records)
  Section/                                                Criteria                                        Weighting    Test                    Short Response                    Proponent Response (Where Applicable)
  Criteria #                                                                                                          Criteria
                                                                                                                                     FS   SM     S3    SC       FR   NS
                                               If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C1.18          Ability to re-open a closed work order (eg, 3 months after a work order is closed, it is
               realized that a mistake in cost was made on the work order), including
               - security access to make the edit
               - validation that any cost changes are made in the same budget year
               - any cost changes are sent through to SAP Finance
                                                                                                                  2              1
C1.19          Ability for GIS and CMMS common fields to be populated through either interface (eg.
               identify dead-end hydrants manually through GIS, or through a field observation through
               CMMS, and information is accessible through either system within 1 hour -- using single
               database, synchronization feature, or other means).
                                                                                                                  5              3
C1.20          Ability to sort, filter, and report on work orders using GIS information including by
               - Street
               - Block ("from" and "to" on a given street)
               - Map grid
               - Related asset ID (nodes)
               - Drainage area
                                                                                                                  3              3
               Permits Records
C1.21          Ability to relate digital engineering permit drawing to the following:
               - Permit record number
               - GIS asset id
               - Address
               - Parcel PIN number / Roll #                                                                       3              1




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C1                                                                                         Confidential                                                                                    5 of 19
Team C

 Halton CMMS Project                                                                                                                       IT Specification - Appendix F
               C1 Asset Management (GIS Mapping / Permits
               Records)
  Section/                                               Criteria                                               Weighting    Test                    Short Response              Proponent Response (Where Applicable)
  Criteria #                                                                                                                Criteria
                                                                                                                                           FS   SM     S3    SC       FR   NS
                                               If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C1.22          Ability to sort, filter and find digital versions of engineering permits drawings by:
               - Permit record number
               - GIS asset id (Sewer and Water)
               - Address
               - Parcel PIN number / Roll#
               In both ESRI spatial views and CMMS table view. (eg. Go to address on ESRI map and
               search for appropriate permit and or permit drawing)
                                                                                                                        3              1
C1.23          Ability to group related electronic drawings (Scanned or CADD files) to a specific permit
               that are accessible electronically from a data list for a unique permit view (ie, all drawings
               that relate to permits).                                                                                 1              1


               LEGEND:
               Location = Halton Region locations for which criterion is relevant

               E - Every location
               A - Location A
               B - Location B
               C - Location C
               Weighting = Relative importance of criterion to Halton Region

               1 - important
               3 - very important
               5 - extremely important
               Test Criteria = Testing methodology to be used for vendor demos

               1 - vendor to demonstrate with vendor's own data
               2 - vendor to demonstrate with Halton Region's instruction or data
               3 - vendor to demonstrate with Halton Region's test procedures/scenarios and Halton
               Region's data




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C1                                                                                               Confidential                                                                              6 of 19
Team C

 Halton CMMS Project                                                                                                         IT Specification - Appendix F
               C1 Asset Management (GIS Mapping / Permits
               Records)
  Section/                                           Criteria                                         Weighting    Test                  Short Response                       Proponent Response (Where Applicable)
  Criteria #                                                                                                      Criteria
                                                                                                                             FS     SM     S3    SC       FR   NS
                                            If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
               Short Response = How criterion is supported by the vendor

               FS - Fully supported, ie, "out of the box" with no modifications
               SM - Supported with modifications, ie, no source code programming required but needs
               configuration change, report creation, screen painting or other mods
               S3 - Supported using 3rd party software
               SC - Supported but customization required, ie, programming changes to source code
               FR - Will be supported in a future release
               NS - Not supported




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C1                                                                                     Confidential                                                                                     7 of 19
Team C

 Halton CMMS Project                                                                                                                                   IT Specification - Appendix F
               C2 Asset Data Analysis, Historical (Infrastructure
               Management Performance Engineering Data Analysis)
  Section/                                                Criteria                                                Weighting       Test Criteria          Short Response                  Proponent Response (Where Applicable)
  Criteria #
                                                                                                                                                  FS     SM     S3    SC     FR     NS
                                                   If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C2.1           Ability to store asset tombstone data in GIS (ESRI link), and report on the following within
               the CMMS:
               - Asset move history
               - Cost summary for a given asset or asset class
               - Query with sorts and filters on asset attributes (eg. What was the cost of fixing watermain
               breaks last year for watermains of a certain size and material, installation before a given
               date, location in a certain geographic area?)
                                                                                                                       3            1
C2.2           Ability to rank and weigh maintenance activities in relation to asset condition index scores.
               (eg. A poor asset condition index would flag increased number of maintenance activities on
               the same asset, such as if there is an increasing number of main breaks, install cathodic
               protection on the main)                                                                                 3            1
C2.3           Ability to assign maintenance and structural asset condition indices based on:
               - Asset work order history
               - Tombstone data
               - Inspection data
                - WO maintenance activities.                                                                                  3              1
C2.4           Ability to establish rules to create notifications based on the value of asset condition indices
               (eg, if wastewater maintenance index = 4, then notify maintenance planner so that a decision
               can be made as to corrective action)

                                                                                                                              3              1
C2.5           Ability to view within the CMMS, asset condition indices on a map in GIS.                                      2              1
C2.6           Ability to query CMMS data and spatial ESRI GIS, including export results in personal
               geodatabase (ie, custom view within ESRI), for example,
               - how many basements were flooded by a review of WO’s for a specific date range,
               - review of work orders for geographic locations that contain low water pressure calls
               - review of work orders for dirty water calls for a date range and a geographic location
               - select a geographic location by drawing a polygon and query number of dirty water calls
               with the polygon.



                                                                                                                              3              1



Halton Proposal P-290-06 Appendix F
Technical Specifications Form C2                                                                                                   Confidential                                                                                  8 of 19
Team C

 Halton CMMS Project                                                                                                                                  IT Specification - Appendix F
               C2 Asset Data Analysis, Historical (Infrastructure
               Management Performance Engineering Data Analysis)
  Section/                                                 Criteria                                              Weighting       Test Criteria          Short Response                    Proponent Response (Where Applicable)
  Criteria #
                                                                                                                                                 FS     SM      S3     SC     FR    NS
                                                    If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C2.7           Ability to establish user-defined rules for deferring work based on capital replacement
               schedule (eg, do not issue any work orders for spot repairs if a watermain is scheduled for
               replacement).                                                                                            1            1
C2.8           Ability for CMMS to do a network trace on linear feature classes
               - to identify valves required to isolate a specific watermain section
               - to identify valves required to isolate a specific water service
               - to identify impacted properties for a shutdown
                                                                                                                             5              1
C2.9           Ability for users to scroll asset-to-asset throughout the system, without having to go to a
               Main Menu.                                                                                                    2              1
C2.10          Ability to automatically display on a map which customers are affected by system
               interruptions (eg, watermain break affects which customers; sewer blockage affects which
               customers; closing certain valves affects which customers)                                                    5              1
C2.11          Ability for users to create pick lists for data collection on work orders from predefined lists
               (eg: types of watermain breaks tracked against watermain break activities such as pinhole,
               circumferential, longitudinal)                                                                                4              1
C2.12          Ability to record the following information on watermain break work orders:
               - type of break
               - watermain size
               - watermain material
               - watermain location accuracy (yes/no)
               - observed soil condition
               - pipe wall thickness
               - soil lab results
               - pipe structural analysis results,
               as well as attaching digital photos taken in the field
                                                                                                                             4              1




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C2                                                                                                  Confidential                                                                                    9 of 19
Team C

 Halton CMMS Project                                                                                                                                IT Specification - Appendix F
               C2 Asset Data Analysis, Historical (Infrastructure
               Management Performance Engineering Data Analysis)
  Section/                                                Criteria                                             Weighting       Test Criteria          Short Response                    Proponent Response (Where Applicable)
  Criteria #
                                                                                                                                               FS     SM       S3    SC     FR     NS
                                                  If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C2.13          Ability to record in the field the degree of accuracy in CMMS from a user-defined list, pre-
               established in GIS. The list includes
               - Field measure
               - GPS high accuracy
               - GPS low accuracy
               - digitized
               - Other                                                                                                     5              1
C2.14          Ability to match CMMS data fields and pick list options, with valid GIS data fields and pick
               list options, for all asset attributes.                                                                     5              1
C2.15
               Ability to create a new asset in the field and queue the attribute data for approval by
               Infrastructure Management,
               - for populating GIS
               - for populating work order used to create the asset, with the asset identification from GIS
               - for populating CMMS asset master with data not stored in GIS (eg, dynamic data rather
               than static data)                                                                                           5              1
C2.16          Ability to perform a radius check on hydrant spacing in the field from within the CMMS, and
               record the deficiency.                                                                                      1              1
C2.17          Ability to distinguish between renewal costs as opposed to maintenance costs (eg, full length
               lining of a sewer pipe versus grout spot repair a sewer pipe; put a sleeve over a crack on a
               pipe, versus removal of debris)                                                                             4              1
C2.18          Ability for
               - assets,
               - components, or
               - individual parts
               to be serialized, and entire repair history and associated costs tracked, i.e., move history
               from receipt to placement in location/asset, to vendor repair, to receipt upon return, to
               inventory costed at actual repaired value or depreciated/appreciated value, to new parent
               asset/component (eg, top or bottom of a water meter sent out for repair)
                                                                                                                           4              1




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C2                                                                                                Confidential                                                                                    10 of 19
Team C

 Halton CMMS Project                                                                                                                                IT Specification - Appendix F
               C2 Asset Data Analysis, Historical (Infrastructure
               Management Performance Engineering Data Analysis)
  Section/                                                 Criteria                                            Weighting       Test Criteria           Short Response                    Proponent Response (Where Applicable)
  Criteria #
                                                                                                                                               FS     SM        S3    SC     FR     NS
                                                   If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C2.19          *** Ability to interface with SAP Fixed Asset Accounting, FI and CO modules (Financial
               Accounting and Controlling) to provide all costs associated with the repair and replacement
               of assets or components as captured on work orders.                                                         4              1
C2.20
               *** Ability to flag anomolous condition information concerning an asset or component and
               update SAP Fixed Asset Accounting accordingly (eg, premature degradation of a sewer;
               watermain at the end of its life expectancy of 70 years is still condition rated "good")                    4              1
C2.21          *** Ability to store key information about the acquisition and valuation of each uniquely
               identified asset in the system.                                                                             1              1
C2.22


               Ability to conduct inspection and risk assessment including
               a.       Multiple inspections at multiple points on an asset/infrastructure
               b.      Recording results of a risk-based assessment defining risk and criticality of failure
               c.      Automatically increasing the frequency of inspection if the risk increases
               d.      Ability to define a “confidence rating” on the risk
               e.       Providing inspector with nominal (i.e., expected) value for a given inspection
               f.       Providing inspector with historical information including last value, date and
               description
               g.      Tracking replacement frequency for inspection tools
               h.      Defining a formula to determine the critical value for inspection readings
               i.      Automatically issuing a standard work order or PM procedure if the critical value is
               reached
               j.      Defining min and max threshold values for inspection readings
               k.      Defining a tolerance percent
               l.      Using regression analysis to predict the next date for reaching the critical value
               m.      Recording of an “extreme value” (i.e., amount which cannot be exceeded)                             3              1


               LEGEND:




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C2                                                                                                Confidential                                                                                     11 of 19
Team C

 Halton CMMS Project                                                                                                                         IT Specification - Appendix F
               C2 Asset Data Analysis, Historical (Infrastructure
               Management Performance Engineering Data Analysis)
  Section/                                              Criteria                                         Weighting   Test Criteria                 Short Response                    Proponent Response (Where Applicable)
  Criteria #
                                                                                                                                     FS           SM        S3    SC     FR     NS
                                               If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
               Location = Halton Region locations for which criterion is relevant

               E - Every location
               A - Location A
               B - Location B
               C - Location C
               Weighting = Relative importance of criterion to Halton Region

               1 - important
               3 - very important
               5 - extremely important
               Test Criteria = Testing methodology to be used for vendor demos

               1 - vendor to demonstrate with vendor's own data
               2 - vendor to demonstrate with Halton Region's instruction or data
               3 - vendor to demonstrate with Halton Region's test procedures/scenarios and Halton
               Region's data
               Short Response = How criterion is supported by the vendor

               FS - Fully supported, ie, "out of the box" with no modifications
               SM - Supported with modifications, ie, no source code programming required but
               needs configuration change, report creation, screen painting or other mods
               S3 - Supported using 3rd party software
               SC - Supported but customization required, ie, programming changes to source code
               FR - Will be supported in a future release
               NS - Not supported




               *** Price break down for the cost for this functionality to be included in Appendix E -
               Proponent Response Form V.E. Pricing E.1.1.10



Halton Proposal P-290-06 Appendix F
Technical Specifications Form C2                                                                                      Confidential                                                                                           12 of 19
Team C

 Halton CMMS Project                                                                                                                IT Specification - Appendix F
               C2 Asset Data Analysis, Historical (Infrastructure
               Management Performance Engineering Data Analysis)
  Section/                                   Criteria                                         Weighting    Test Criteria                  Short Response                    Proponent Response (Where Applicable)
  Criteria #
                                                                                                                            FS           SM        S3    SC     FR     NS
                                      If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C2                                                                             Confidential                                                                                           13 of 19
Team C

 Halton CMMS Project                                                                                                                                  IT Specification - Appendix F
               C3 Parts & Inventory Tracking
  Section/                                                     Criteria                                                   Weighting     Test                    Short Response             Proponent Response (Where Applicable)
  Criteria #                                                                                                                           Criteria
                                                                                                                                                      FS   SM     S3    SC       FR   NS
                                                       If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C3.1           Ability to track the following on trucks and in yard bay storage areas:
               - specialized tools and equipment
               - parts inventory (consumables parts and materials) that have been withdrawn from stores through
               an interface with SAP Inventory
               - consumables that have been purchased in the field outside SAP Inventory
               - serialized assets (eg, meters)
               - non-serialized assets (eg, hydrant sets)
               For example, a truck in the field contains specialized tools, equipment and a standard set of parts
               and materials that are commonly required across several typical work order activities.

                                                                                                                                  5               1
C3.2           Ability to withdraw parts as well as serialized and non-serialized assets from the truck or bay storage
               area using the CMMS, and charge to a work order                                                                    5               1
C3.3           Ability to integrate with SAP Inventory in order to
               - withdraw parts as well as serialized and non-serialized asset inventory from SAP Inventory, and
               transfer to truck or bay inventory on the CMMS
               - return parts to stores that are unused
                                                                                                                                  5               1
C3.4           Ability to integrate with SAP Inventory in order to check on parts availability through the CMMS,
               including
               - parts on hand in SAP Inventory
               - parts on order in SAP
               - parts reserved (against a work order) in SAP Inventory
               - parts in transit in SAP Inventory                                                                                5               1
C3.5           Ability to create a purchase requisition in the CMMS for parts as well as serialized and non-serialized
               to keep on-hand in SAP Inventory, and send the PR electronically to SAP Purchasing
                                                                                                                                  2               1
C3.6           Ability to track purchased parts as well as serialized and non-serialized assets in the field (eg, using
               VISA) that are delivered directly to the job site or picked up, and charge them to a work order
                                                                                                                                  3               1




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C3                                                                                                      Confidential                                                                                 14 of 19
Team C

 Halton CMMS Project                                                                                                                                   IT Specification - Appendix F
               C3 Parts & Inventory Tracking
  Section/                                                      Criteria                                                   Weighting     Test                    Short Response             Proponent Response (Where Applicable)
  Criteria #                                                                                                                            Criteria
                                                                                                                                                       FS   SM     S3    SC       FR   NS
                                                       If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C3.7           Ability to create, edit and automatically generate a required parts list upon creation of WO by:
               - asset to be worked on (eg, hydrant)
               - type of scheduled activity (eg, hydrant replacement, hydrant PM, hydrant repair)
               (eg, watermain break on 150mm PVC watermain, solution generates required associated parts list
               for activity; 25mm x 25mm water meter installation on residential service, solution generates required
               associated parts list for activity)
                                                                                                                                   3               1
C3.8           Ability to reserve parts for a given work order, through an interface to SAP Inventory                              1               1
C3.9           Ability to transfer tombstone asset data to GIS upon installation of the asset as per a work order (eg,
               withdraw a hydrant set from SAP Inventory, ie, stores, put it into a truck inventory, put into service as
               per instructions on the work order, tombstone data queued for approval by GIS and input into GIS
               system)                                                                                                             4               1
C3.10          Ability to automatically determine parts availability and location through a system generated work
               order parts requirements listing.                                                                                   3               1
C3.11          Ability to automate data entry of equipment and parts data during the stores checkout process
               utilizing bar code scanning technology. (to be recorded on work orders and tracked through SAP
               Stores module)                                                                                                      3               1
C3.12          Ability to scan serialized and non-serialized assets as well as parts using barcode, RFID, etc. for the
               following situations:
               - removal from stores (ie, from SAP Inventory to truck/bay inventory)
               - transfer from one inventory location to another (eg, from the bay to a truck, or truck to truck)
               - installation of the asset/part (ie, from truck/bay inventory to work order)
               - return asset/part to stores
                                                                                                                                   3               1
C3.13          Ability to identify critical parts (eg, butterfly valve that is hard to get and would have catastrophic
               impact if it was not available)                                                                                     3               1
C3.14          Ability to report on the following:
               - parts and asset consumption
               - supply source of purchased parts and assets (eg, "proximity" purchases in the field, emergency
               purchases in the field, in-stock through Procurement, one-off through Procurement, re-used or re-
               built)
               - parts usage history, average lead time, and availability
               - critical parts usage history, average lead time, and availability
                                                                                                                                   4               1



Halton Proposal P-290-06 Appendix F
Technical Specifications Form C3                                                                                                       Confidential                                                                                 15 of 19
Team C

 Halton CMMS Project                                                                                                                                 IT Specification - Appendix F
               C3 Parts & Inventory Tracking
  Section/                                                     Criteria                                                  Weighting     Test                    Short Response             Proponent Response (Where Applicable)
  Criteria #                                                                                                                          Criteria
                                                                                                                                                     FS   SM     S3    SC       FR   NS
                                                      If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C3.15
               Ability to assist in managing the standardization of parts/asset inventory for trucks (eg, min/max
               inventory levels, reporting on inventory level, stockouts, turns, and usage history).                             2               1
C3.16
               Ability for CMMS to classify parts by usage ('A-B-C class parts') and by cost (X-Y-Z class parts).                1               1
C3.17          Ability to analyse and monitor parts usage history using ABC and XYZ classes.                                     1               1
C3.18          Ability to track individual serialized components (eg, top and bottom of meters are individually
               serialized), and entire repair history and associated costs tracked (i.e., move history from receipt to
               placement in equipment, to vendor repair, to receipt upon return, to new parent equipment, including
               proper accounting through SAP)                                                                                    5               1
C3.19          Ability to convert for multiple units of measure (eg, issue units and order units)                                5               1
C3.20
               Ability to handle fractional quantities and accommodate at least three decimal points for unit price              5               1
C3.21          Ability to handle multi-warehouse sites (eg, trucks, bay, contractor trucks carrying Halton items),
               including
               - separate inventory control functionality
               - consolidation of inventory across warehouse types, or all warehouses
               - security access to inventory information regarding other warehouses (eg, if run out of parts in one
               truck, can look up availability of part in other trucks)                                                          4               1


               LEGEND:
               Location = Halton Region locations for which criterion is relevant

               E - Every location
               A - Location A
               B - Location B
               C - Location C
               Weighting = Relative importance of criterion to Halton Region

               1 - important
               3 - very important
               5 - extremely important



Halton Proposal P-290-06 Appendix F
Technical Specifications Form C3                                                                                                     Confidential                                                                                 16 of 19
Team C

 Halton CMMS Project                                                                                                                          IT Specification - Appendix F
               C3 Parts & Inventory Tracking
  Section/                                                  Criteria                                               Weighting     Test                   Short Response             Proponent Response (Where Applicable)
  Criteria #                                                                                                                    Criteria
                                                                                                                                              FS   SM     S3    SC       FR   NS
                                                 If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
               Test Criteria = Testing methodology to be used for vendor demos

               1 - vendor to demonstrate with vendor's own data
               2 - vendor to demonstrate with Halton Region's instruction or data
               3 - vendor to demonstrate with Halton Region's test procedures/scenarios and Halton Region's data


               Short Response = How criterion is supported by the vendor

               FS - Fully supported, ie, "out of the box" with no modifications
               SM - Supported with modifications, ie, no source code programming required but needs
               configuration change, report creation, screen painting or other mods
               S3 - Supported using 3rd party software
               SC - Supported but customization required, ie, programming changes to source code
               FR - Will be supported in a future release
               NS - Not supported




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C3                                                                                               Confidential                                                                                17 of 19
Team C

 Halton CMMS Project                                                                                                           IT Specification - Appendix F
               C4 Contracted Services
  Section/                                           Criteria                                       Weighting    Test                     Short Response             Proponent Response (Where Applicable)
  Criteria #                                                                                                    Criteria
                                                                                                                               FS    SM     S3    SC       FR   NS
                                    If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
C4.1           Ability to record and report on contractor’s hours performed on external
               contracted services (eg. Number of labour hours spent inspecting sewer
               conditions via a CCTV survey, from an inspection request generated by
               Environmental Services.)                                                                 1          1
C4.2           Ability to use a resource (labour or equipment) rate of zero dollars for recording
               time by contractors that are paid by "accomplishment" (eg, one hydrant painted,
               one pipe spot repair)                                                                        1              1
C4.3           Ability to record materials used by contractor including
               - Halton materials, and
               - contractor-purchased materials,
               but still have material dollars on the work order reflected accurately.                      2              1
C4.4           Ability to record hours and type of equipment used (eg, vacuum excavator,
               operator track machine) by contractor including
               - equipment that Halton pays for as per contract
               - equipment that Halton does not pay for as per contract                                     2              1
C4.5           Ability to access through SAP, total dollars available for a given contractor (ie,
               when scheduling work, can see whether there are available dollars left in a given
               contract)                                                                                    4              1
C4.6           Ability to access through SAP, dollars for each accomplishment as per contract,
               and use the $/accomplishment to ensure work orders reflect costs accurately
               (note that this applies to labour, material, and equipment costs)
                                                                                                            4              1


               LEGEND:




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C4                                                                                      Confidential                                                                           18 of 19
Team C

 Halton CMMS Project                                                                                                   IT Specification - Appendix F
               C4 Contracted Services
  Section/                                         Criteria                                     Weighting    Test                     Short Response             Proponent Response (Where Applicable)
  Criteria #                                                                                                Criteria
                                                                                                                       FS        SM     S3    SC       FR   NS
                                 If your recommended product is available through multiple options please provide detail for each response where options/responses may differ.
               Location = Halton Region locations for which criterion is relevant

               E - Every location
               A - Location A
               B - Location B
               C - Location C
               Weighting = Relative importance of criterion to Halton Region

               1 - important
               3 - very important
               5 - extremely important
               Test Criteria = Testing methodology to be used for vendor demos

               1 - vendor to demonstrate with vendor's own data
               2 - vendor to demonstrate with Halton Region's instruction or data
               3 - vendor to demonstrate with Halton Region's test procedures/scenarios and
               Halton Region's data


               Short Response = How criterion is supported by the vendor

               FS - Fully supported, ie, "out of the box" with no modifications
               SM - Supported with modifications, ie, no source code programming required but
               needs configuration change, report creation, screen painting or other mods
               S3 - Supported using 3rd party software
               SC - Supported but customization required, ie, programming changes to source
               code
               FR - Will be supported in a future release
               NS - Not supported




Halton Proposal P-290-06 Appendix F
Technical Specifications Form C4                                                                                  Confidential                                                                           19 of 19

				
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