Questionnaire Audit Software License Agreement

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					           City of Largo WAMS Software Requirements


Req_I                                   Questions                                               Proposer Response                     Additional Comments
  D                                                                             Out of the    Requires        Not          Future
                                                                                  Box        Configuratio Available or   Enhancemen
                                                                                                  n        Supported          t



        Can you establish standard descriptions and boilerplate for data
 1      such as parts, equipment, etc.?



        Is there a standard dictionary to ensure consistent nomenclature and
 2      format across the enterprise?

        Can you establish standard enterprise-wide numbering schemes?
 4      Example: part numbers and supplier part reference numbers.




 5      Can you establish standard forms and reports?


        Can you establish standard hierarchies to be used across the
        enterprise? Example: Hierarchy for equipment, parts, employees,
 6      etc.



        Can you import/export data into the WAMS using ASCII print file
 7      format?



        Can you import/export data into the WAMS using OpenOffice file
 9      format?




 10     Can you import graphics into the WAMS?




 14     Can you print barcode labels for equipment/components?




 17     Can you print barcode labels for employee ID?




 18     Are label layouts user-definable?



        Can you enter scanned information, online and batch, for equipment
 19     or parts?



        Can you enter scanned information, online and batch, for warehouse
 22     issuance/receipts/returns?



        Can you enter scanned information, online and batch, for purchase
 24     order numbers?




        Can you enter scanned information, online and batch, for purchase
 25     order part numbers?



        Can you enter scanned information, online and batch, for work order
 26     numbers?




 27     Is there error checking for format using Boolean logic?




 28     Is there error checking for logic using Boolean logic?




 29     Is there error checking for range through use of Boolean logic?




 33     Is error checking for format available for all fields?




 34     Can error checking for format involve other fields?




 35     Is error checking for range available for all fields?



        Can error checking for range involve other fields? example: using an
 36     equation or Boolean logic to compare to another field.




 37     Is error checking for logic available for all fields?

        Can error checking for range, format, logic be specific to a given
        user or user group? Example: Maintenance planners must enter
        data in the following format for a given field: XX-NNN, otherwise an
 39     error message appears.




 40     Can you establish mandatory fields?


        Can you establish mandatory fields for a given user or group of
        users? Example: Certain trades must enter certain information that
 41     is not required for other trades, otherwise an error message appears.


        Is there error checking for format through table lookup? Example:
        part number must be 5 numeric digits starting with an alpha
 42     character.


        Is there error checking for logic through table lookup? Example:
        Wrong engine on vehicle, or too many pumps in a given piece of
 43     equipment.



        Can error messages be classified by the user (e.g. info only, action,
 44     shutdown)?




 45     Are error or other messages customizable by the user?


        If there is a "serious" error, can a predefined action be initiated?
        Example: If a user makes multiple attempts to perform an action that
 46     is not allowed, an alert is sent to the supervisor.




 47     Do error messages have a reference number for easy locating?



        Do error or other messages provide troubleshooting suggestions or
 48     wizard?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                                                         1 of 20   7/25/2011
           City of Largo WAMS Software Requirements


Req_I                                  Questions                                   Proposer Response   Additional Comments
  D
        Can you set action required if a user is in breach? Example: If a
        user tries to access a restricted area or enter restricted data,
        perhaps an alert can be sent to the supervisor. A less severe action
 59     may be an error message can be displayed to the user.


        Can you secure what data is allowed for a given field for a given
        user? Example: A given user can only enter labor rates in US
 60     dollars.



        Can you set $ limits for fields such as purchase request, purchase
 62     order, work order, project?




 63     Does the audit trail display: date/time stamp, user, and all action's?


        Is there an audit trail that tracks changes to the database by the
        user? That is, including field value before change and field value
 65     after change.




 71     Is the software program copy protected?



        Is there password protection on individual functions (e.g.
 73     read/add/change/delete)?




 74     Is there password protection on individual modules?




 82     Is there on-line help specific to procedures (i.e., "how to" help)?



        Is there graduated help, i.e., can you choose between advanced or
 83     beginner help?



        Is there micro-help, i.e. help labels when cursor touches an icon or
 84     at bottom of screen?




 86     Is there a comprehensive help index?




 87     Can a user customize the help index?




 88     Is there a comprehensive table of contents?




 90     Are examples given for most of the help screens?




 91     Can a user modify help messages?




 92     Is CBT training available via online help?



        Can you toggle dynamically between multiple windows showing
 98     hierarchy above and cost data?


        Can you toggle dynamically between multiple windows showing
        hierarchy above and graphics? Example: For equipment hierarchy,
 99     show graphic of corresponding equipment.



        Can you toggle dynamically between multiple windows showing
100     hierarchy above and object detail?



        Are there features (e.g. shading, color) to distinguish mandatory
110     fields?




111     Are there features (e.g. shading, color) to distinguish optional fields?

        Are there indicators that information has arrived, a database has
        changed, or action is pending? Example: An icon flashes on the
        bottom right of the screen signaling to the user that a new work
112     request has been entered by someone on the system.



        Is there an "undo" feature available even after writing to the
114     database?



        Is there an "undo" feature available even after writing to the
114     database?



        Can you save the customized data entry screen under the user
115     profile?




117     Are there audible warnings?




118     Can you turn off audible warnings?




120     Is there a built-in "copy" feature for repetitive data entry?



        Is there an easily customizable, quick data entry screen available for
122     all input screens?



        Are there features (e.g. shading, color) to distinguish display only
123     fields?




132     For every screen, is it clear where you are in the application?



        Are function keys available for frequently used menu items? For
133     example: Alt F5 will open a new work order.




134     Are macros built into the program for repetitive keystrokes?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                          2 of 20   7/25/2011
           City of Largo WAMS Software Requirements


Req_I                                  Questions                                 Proposer Response   Additional Comments
  D


        Is there a search engine for finding relevant objects such as work
135     orders, people, etc.?




136     Are multiple toolbars available for different functional groupings?




138     Are toolbar icons available for most functions?



        Is there an easy way for users to edit standard data entry forms?
143     Example: User edits a standard work request or time card form.

        Is a license required for data entry using web-based forms?
        Example: Building superintendents entering monthly fire equipment
145     status.

        Are templates available for different roles, industries, and
        applications? Example: A form for retail stores or hospitals to enter
        work requests, a home-based work request form for tenants, a kiosk-
146     based work request in a large facility.

        Can you drill down to lower level objects from portal links?
        Example: From the portal, link to filtered and sorted list of active
        work orders, and then drill down on one of the work orders in the
147     listing for work order detail.




148     Can you then edit base documents such as a work order?


        Can users adjust the auto refresh rate of data on the portlet?
        Example: How often KPI's, exception reports or alarm screens are
153     updated.



        Can users set up a custom portlet or home page with quick access
154     to key forms/functions/reports?



        Can default values be defined using algorithms, equations, or
155     business rules?


        Are users assigned a default organization in a multi-plant
        enterprise? That is, to prevent logging in and out of each
156     organization.



        Can a user expand and customize fields without accessing the
161     source code?




166     Can a user change the assignment of function keys?



        Are wizards available to walk users through customization and
170     configuration?



        Can a user expand/edit standard forms (e.g., work order) without
174     accessing the source code?



        Can a user expand/edit standard reports without accessing the
175     source code?




181     Is there drill-down capability on all reports and listings?



        Is there drill-down capability to lowest level, on any field of any
183     screen, by double-clicking?




184     Can all standard reports be sorted and filtered using Boolean logic?




185     Can all look-up tables be sorted and filtered using Boolean logic?



        Can all online browses or queries be sorted and filtered using
186     Boolean logic?



        Is there an option for ALL reports to be printed to screen, file, or
187     printer?



        Is there an option for ALL graphics to be printed to screen, file or
188     printer?




189     Are all reports available online?



        Can reports be printed locally (i.e., not centralized printing and
190     distribution)?




191     Are all browsers and queries available from within the WAMS?



        Can users select preferred graph formats for reporting? Example:
192     line graph, bar chart, pie chart, run chart, etc.



        Can users select preferred business intelligence formats for
193     reporting? Example: stoplights, speedometers, etc.



        Upon completion of an ad hoc query, can users perform global
195     functions on records selected?



        Can the user define the algorithm for calculating the KPI using any
196     combo of fields or math functions?

         Are standard KPI's from the Florida Benchmarking Consortium
197     provided by the vendor?
        Are standard KPI's provided by the vendor built on "industry-
        standard" algorithms, where possible? That is, has some effort
        been made to determine the generally accepted norm in defining
198     KPI's such as downtime, utilization, availability, etc.

        Can standard algorithms for standard KPI's be customized by the
        user? That is, if a user does not agree with a WAMS vendor's
        standard algorithm, or requires a modification based on internal
200     company standards.



        Can users add their own KPI's to the list of standard KPI's, including
201     corresponding algorithms?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                        3 of 20   7/25/2011
           City of Largo WAMS Software Requirements


Req_I                                 Questions                                  Proposer Response   Additional Comments
  D


        Can key performance indicators (KPI's) and targets be tracked
202     online/real-time?




203     Can you specify the refresh rate?




204     Can you display when the information was last updated?




206     Can you filter the data displayed (e.g., only exceptions)?



        Can you select a business intelligence format or icon for each KPI?
207     Example: dashboard, stoplight, etc.

        For each KPI, can you establish low, high and acceptable ranges?
        Example: For a given KPI, establish the min. and max. values of the
        expected/acceptable/normal range. Anything less than the min. will
209     be the "low range", and anything greater than the max.

        For each KPI, can you establish low, high and acceptable ranges?
        Example: For a given KPI, establish the min. and max. values of the
        expected/acceptable/normal range. Anything less than the min. will
209     be the "low range", and anything greater than the max.


        Can you establish descriptors for the ranges? Example: for low
        range - label "poor"; for acceptable range - label "normal"; for high
210     range - label "excellent"



        Can you show graphically the KPI trend over a user-defined period
211     online/real-time?




212     Can you compare the trend to previous period's?




213     Can you compare the trend to expectation?




214     Can you compare the trend to best practice or a stretch goal?


        Can users exchange data? Example: Users share standard data,
217     performance benchmarks, best practices.


        Is there a newsgroup/bulletin board where users share WAMS-
218     specific problems/solutions?




219     Can steps in the work flow be made mandatory or optional?

        Can work flow be fully integrated with electronic commerce? For
        example: using the workflow engine to route purchase requisitions,
        RFQ's, quotations, purchase orders, invoices, etc. internally and with
223     external vendors via the Internet.



        Can work flow automatically create a to-do list for users based on
224     their roles?




227     Can users determine statistics for a given work flow?




228     Can standard times for each activity on a work flow be entered?



        Can a given work flow be assigned to an individual, group of people,
229     or level in organization?



        Can you assign an appropriate work flow based on the
230     characteristics of a specific object?



        Do work flows allow a choice of automatic or manual approvals for
232     each status change?




        Can you attach documents to objects such as an equipment record,
233     work order, purchase order, etc.?



        Is there a viewer for viewing most file types from within the WAMS?
        For example: all OpenOffice documents, e-mail, CAD drawings .dwg
234     .dgn, Adobe .PDF files, ASCII .txt files, and scanned documents




        Can you optionally launch the document from within the WAMS
235     rather than use the viewer?




        Can you provide long descriptions for documents from within the
237     WAMS?




238     Can you provide keywords for documents from within the WAMS?




239     Can you categorize and index documents from within the WAMS?


        Can you create blanket work orders usable on multiple equipment
254     from different cost centers?



255     Can you define shift hours on the work order?


        Can you prohibit a user charging dollars to someone else's cost
256     center?



259     Are safety tasks/instructions recorded against work orders?




        Can you retrieve drawings directly into the WAMS from within the
260     work order screen?



        Can drawings be edited from within the work order screen?
        Example: Add lubrication points and notes on a CAD drawing for a
261     given part/component.




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                        4 of 20   7/25/2011
           City of Largo WAMS Software Requirements


Req_I                                  Questions                                    Proposer Response   Additional Comments
  D

        Is there a standard parts list for the selected asset within the work
262     order screen?


        Can you select parts from multiple warehouses from within the work
264     order screen?




265     Can you receive parts back into stores as "quantity to be repaired"?




268     Can you flag parts as to "critical spares"?




269     Can you flag parts as "hazardous material"?




        Can you drill down on standard parts to view nameplate detail from
270     the inventory control module?




        Can you hot key to a drawing showing standard parts for the asset?
271     That is, from within the work order screen.


        Can you drill down on hot spots on the drawing to link to detailed
        part information? That is, the detailed parts information comes from
        the inventory control module, but all is visible from within the work
272     order screen.
        Can you see detailed parts status from within the work order
        screen? That is, can you determine from within the work order
        screen, quantity of parts in stock, on reserve, on order, in transit, and
273     in quarantine.


        Can you select new, used, or reconditioned parts from within the
274     work order screen?




275     Can you view stock levels of each within the WO screen?



        Can you separately identify contract maintenance on the schedule?
276     If yes, can you avoid distortion of capacity on the schedule?



        Can contract labor hours be planned & actuals reported without
278     WO/PO distortion?



        Similarly, can material be planned and actuals reported without
279     WO/PO distortion?




        Are total dollars booked for planned labor & material used in
280     establishing approval levels?




        Does approval level change when the WO is in overrun for total
281     labor/material $'s booked?




282     Can you define approvals for status changes for WO's?



        Can you set up multiple approvals where routing is automated?
        Example: If a large job needs three signatures, the work order is
283     routed automatically to each of the approvers in sequence.


        Can you set up approvals by one of multiple people including auto
        routing & notification? Example: If a job can be approved by one of
        three people, the work order is routed to each of the approvers.
284     When 1 signs off, the others are notified so there is n




        Can you set up alternative approvals, e.g., when primary approver is
285     on vacation?




286     Can you define approval limits as a range over time or by approver?



287     Can you reopen a closed work order?



288     Can you charge labor to a closed work order?



289     Can you charge materials to a closed work order?


        Can you prevent closing a work order based on work order status
290     (e.g., missing/wrong info)?


        Can you prevent closing a work order based on asset status (e.g.,
291     pending disposition)?

        Can you record final asset disposition status before closing the work
        order? Example: Sample statuses are salvaged, scrapped, sold, out
292     for repair, in stores, and installed.




293     Will the WAMS accept web-based Work Requests?

        Can work requests be created by anyone with web or e-mail access,
        & processed automatically? Example: Standard maintenance work
        request form that sits on the client and is sent by e-mail or via the
294     web, then queued for review by the maintenance planner.



        Will work request originators receive acknowledgment that the work
295     request was received?



        Can originators determine work request status at any time (e.g.,
296     reviewed by planner, % complete)?



        Will originator receive acknowledgment when work request is
297     rejected?



        Will originator receive acknowledgment when work request is
298     rejected, including explanation?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                           5 of 20   7/25/2011
           City of Largo WAMS Software Requirements


Req_I                                  Questions                                  Proposer Response   Additional Comments
  D


        Can the work request be completed via web browser (i.e., software
299     is not required on the client terminal)?



300     Is there a field to prioritize WO's based on urgency?



301     Is there a field to prioritize equipment based on criticality?



302     Is there a field to prioritize WO's based on criticality?



303     Is there a field to prioritize equipment based on criticality?



304     Is there a user-defined field to prioritize WO's other than above?



305     Is there a user-defined field to prioritize equipment other than above?


        Are there any other fields to prioritize WO's or equipment used in
306     scheduling?

        Are priorities combined and used to suggest a schedule? If yes, can
        you avoid distortion of capacity on the schedule? Example: Multiply
        urgency by equipment criticality and use product for prioritizing work
307     orders.




310     Does the graphical schedule show workload capacity?



        Can you drag/drop work orders on the graphical schedule, & see
311     effect on workload/availability?



        Can you drag/drop resources on the graphical schedule, & see effect
312     on workload/availability?



        Can you drill-down to access detailed WO info from within the graph
313     itself?




314     Can you then edit the WO info from within this detailed WO screen?




315     Is there a calendar showing hours available by crew by day?




316     Can you show crew utilization graphically by day?



        Can you report on how many tools & special equipment are checked
326     out by a given user?




327     Can tool usage be analyzed from the schedule, i.e., utilization?




328     Can tools be scheduled separately to avoid double booking?



        Can scheduled tool use be estimate cost, e.g., allocation by
329     resource type? That is, charge an hourly tariff to a cost center.




330     Can special equipment such as cranes be scheduled separately?



        Can special equipment usage be analyzed from the schedule, i.e.,
331     utilization?


        Can special equipment scheduled be estimate cost, e.g., allocation
332     by resource type? That is, for serialized and non-serialized.



333     Can you track tools and special equipment in for repair?



        Does the schedule have resource balancing utilizing planned
334     absences?



        Does the schedule have resource balancing utilizing planned
335     downtime?



        Can the schedule display in-process work orders, including revised
336     hours by craft to completion?




337     Can you report on crew or trades person utilization?




338     Is a distinction made between scheduling and planning?


        Are pull-downs, code tables or standards available for PM task
348     definitions?


        Are pull-downs, code tables or standards available for PM task
349     times?


        Are pull-downs, code tables or standards available for corrective
350     task times?



351     Is standard data available for safety checklists and tasks?




        Are pull-downs, code tables or standards available for reliability-cent
352     red maintenance conditions linked to tasks?



353     Can you trigger PM by time?


        Are readings validated with a user-defined validation formula?
        Example: If a volume reading is keyed in for a gas tank that doesn't
354     hold that much gas, then an error message is given.


        Can you have a PM routine triggered on a preferred day/date if within
356     tolerance?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                         6 of 20   7/25/2011
           City of Largo WAMS Software Requirements


Req_I                                  Questions                                  Proposer Response   Additional Comments
  D


358     Can you establish PM shadowing to avoid duplicate PM's?


        Can you "override or take credit" for corrective work that covers PM
359     work due?



360     Can you trigger PM by usage using a separate field?



361     Can you trigger PM by event using a field?



362     Can you trigger PM by condition using a field?



363     Can you have multiple triggers per asset?



364     Will the trigger from one of these indicators reset all other triggers?



365     Can you nest triggers with different cycles?


        Can you combine indicators using Boolean logic to create
366     consolidated or alternate indicators?

        Can you recommend corrective action based on condition?
        Example: If condition 1 = "x", and condition 2 = "y", then trigger PM
367     number "z".


        Are conditions and alarms visible and distinguished on the graphic
370     (ex, blinking, color changes)?



372     Can you enter a new condition easily from within the graphic screen?


        Can you trigger a user-defined activity such as an alarm, pager, or e-
373     mail?


        Can you trigger a user-defined activity when a PM routine's "critical
374     %" reaches a threshold?


        Can you trigger a user-defined activity when a failure has repeated
376     within a user-defined period?


        Can you trigger a user-defined activity when downtime exceeds a
377     threshold value?


        Can you trigger a user-defined activity when measures exceed
378     control limits?


        Can you trigger a user-defined activity when measures trend within
379     certain % of control limits?


        Can you trigger a user-defined activity when average mean time
380     between failure (MTBF) is outside a given range of values?


        Can you trigger a user-defined activity when equipment is due for
381     warranty work?


        Can you trigger a user-defined activity when parts have not arrived
382     for a work order coming due?



        Can you trigger a user-defined activity when wait time within a work
383     flow exceeds a value?



        Can you trigger a user-defined activity when activity times within a
384     work flow exceed standard?


        Is there a PM master which can show forecasted cycles resulting
385     from choice of frequency?


        Can you make adjustments to scheduling of the PM routine within
386     the PM master?



387     Can you display shutdown periods on the PM schedule?




388     Can you display peak production periods on the PM schedule?




389     Can you display holidays on the PM schedule?




390     Is there a 52-week schedule?


        Is PM history used automatically to suggest corrections to future PM
391     scheduled?



        Will the priority automatically increase, the longer the PM is not
392     done?


        Can users ensure there is no accumulation of missed PM's?
        Example: Suppose 8 daily PM's have been missed in a row. Users
393     may not wish to have 9 identical PM's print out on the 9th day.




        Can you establish seasonality for a given procedure (i.e., start/stop
394     dates)?


        Can you establish annual seasonality for a given asset (i.e.,
395     start/stop dates for winter versus summer)?




396     Can you establish multiple start/stop dates for procedures?



397     Can you establish multiple blackout periods for procedures?




398     Can you establish multiple start/stop dates for assets?


399     Can you establish multiple blackout periods for assets?




400     Can you schedule PM by the hour?


        Can you schedule PM by number of recurrences? Example: Repeat
401     this PM routine for 6 cycles and then stop.




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                         7 of 20   7/25/2011
           City of Largo WAMS Software Requirements


Req_I                                  Questions                                  Proposer Response   Additional Comments
  D
        Can you schedule PM occurrence by recurring month/days?
        Example: Repeat a PM procedure every 2nd Tuesday, every other
402     month.


        Can you schedule PM on specific calendar dates? Example: Repeat
403     the PM procedure on Feb. 3, Mar 9, Jun. 1, and Dec. 22.

        Can you schedule PM with specific calendar dates as exceptions?
        Example: Repeat PM procedure every 4 weeks except July 1 and
404     Sept. 2.

        Can you establish a PM route for a single asset type across multiple
        locations? Example: Inspection of all pressure valves in multiple
405     facilities.


        Can you establish a PM route for multiple assets in one location?
406     Example: Inspection of multiple assets on one stretch of roadway.

        Can you establish an "asset group" tying several assets to one or
407     more procedures?



408     Can you route PM's referencing a GIS map or interface?


        Can problem/cause/action codes be recorded against individual
409     assets along a route?

        Can labor and material be charged to an individual asset along the
410     route?


        Can labor and material be charged using an average cost spread
411     over all assets in a route?

        Can you conduct multiple inspections at multiple points on an asset
        or infrastructure? Example: Set up inspection for corrosion level on
414     a pipe at entrance and at 10-foot intervals.


        Can you define min. and max. thresholds values for inspection
415     readings?


        Can you set up & record results of a risk-based assessment using
419     risk, criticality,and failure mode?


        Will the system automatically increase the frequency of inspection if
420     the risk increases?




421     Can you define a "confidence rating" on the risk?


        Can you provide inspector with historical information including last
423     value, date, and description?




424     Is replacement frequency tracked for inspection tools?


        Will a standard work order or PM routine be issued automatically if
426     the critical value is reached?



429     Can you report on work history by a GIS locator?



431     Can you assign assets on the map to a route?



433     Can you flip back and forth between the map and asset record?


        Can you budget and track actual maintenance costs down to the G/L
436     account code?


        Is the budgeting module directly integrated with the planned
437     (committed) hrs/materials on the WO's?
        Can you budget for multiple cost types and track actuals against
        them? Example: labor, material, overhead, contract labor, contract
        material, rentals, service expenses (e.g. travel related to service
438     work).




439     Is there detailed budgeting available for capital projects?




441     Is activity based costing available?




442     Are activity codes linked to G/L account codes?



443     Can you budget for activity codes?


445     Can you charge time and materials cost directly to an asset?

        Can you optionally track actual repaired value for an asset or
446     depreciated/appreciated value?


447     Can you assign an average repair cost to an asset?


        Can you track equipment costs by user-defined statistics? Example:
448     Cost per ton produced; cost per mile


449     Can you identify assets as trackable?



        When assets are tracked, can user define status (e.g., out for
450     repair)?



451     Can you identify assets as repairable?

        Can you identify assets as requiring inspection or other quality-
452     control procedure?

        Can you track asset move history for each location following multiple
454     transfers between sites?

        Does move history show move date, from/to location, from/to parent,
455     WO/PO number's, & move cost?


        Can you track costs for multiple lives of an asset (e.g., after rebuild
456     or replacement), or total across all lives?



457     Are all work orders on warranty summarized and reported?


        Can you favor use of non-serialized parts that are closer to warranty
458     expiration?


        Does the program record and track multiple warranties on a single
460     asset?


        Is warranty type differentiated, e.g., manufacturer's, vendor-based, or
461     extended?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                         8 of 20   7/25/2011
           City of Largo WAMS Software Requirements


Req_I                                   Questions                                    Proposer Response   Additional Comments
  D


462     Can warranties be tracked on a calendar basis?



463     Can warranties be tracked on an asset basis?



465     Can you do warranty renewals?


        Can you favor use of serialized parts that are closer to warranty
466     expiration?



467     Can you define an event type?



468     Can you track problem/cause/action codes for events?


471     Can you track event history?


472     Can you define an event class? Example: reduced service


473     Can you link an event to a given asset?


474     Is there a date and time stamp for the start and end of the event?
        Can you record activities and actions that make up the event
        duration? Example: Event steps such as inspect, maintenance call,
477     leak discovered, etc.


478     Can you track elapsed time for each activity within an event?


479     Can you track total elapsed time for an event?

        Are problem codes grouped and tied to a given asset? Example:
        Only 8 of the 500 possible problem codes are shown as available to
480     a user for applying to a given asset.

        Can you group and tie problem codes to a given asset group?
481     Example: for ALL pumps rather than a single serialized pump.
        Are cause codes grouped and tied to a given problem code for a
        given asset (group)? Example: Only 5 of the 400 valid cause codes
        are shown as available to a user for a given problem code of a given
482     asset.
        Are action codes grouped and tied to a given problem/cause/asset
        combination? Example: Only 7 of the 600 valid action codes are
        shown as available to a user for a given cause code of a given
483     problem code of a given asset.
        Can you select codes from a master list to reduce duplication? That
        is, choose from a master list of all problem codes, those problem
        codes you would like to assign to a given asset or asset group.
484     Similarly, for cause and action codes.



486     Can you record and report on reason codes for downtime?


487     Are repaired parts tracked, i.e., serialized parts tracking?




488     Can shop charges for parts be tracked (e.g. machining in-house)?


490     Is there an option to vary the amount of detail saved to history?


        Can you set default for a given employee, as to whether alerts sent
492     via e-mail, pager, etc.?

        Are frequencies and probabilities analyzed for problems/complaints?
        Example: Using Pareto analysis, predictive trending, correlation,
493     and other statistical analysis tools.

        Is "time since the last failure" tracked for a user-defined root cause?
        That is, to determine if a given course of action has been effective in
494     reducing the frequency of failure due to a given root cause.

        Is "time since the last failure" tracked for a user-defined action
        taken? That is, determine how effective optional actions/solutions
495     are to given root causes.

        Is "time since the last failure" tracked from the last checkpoint? That
        is, determine whether checkpoints are too often or not often enough,
496     or whether they are possibly ineffective in catching potential failures.
        Can you drill down to determine detail from these "time since the
        last failure" analysis screens? That is, if not trending in the right
        direction, why not? If it is, what is the next biggest failure problem to
497     work on?

        Are frequencies and probabilities analyzed for root causes?
        Example: Using Pareto analysis, predictive trending, correlation, and
498     other statistical analysis tools.

        Are frequencies and probabilities analyzed for actions taken?
        Example: Using Pareto analysis, predictive trending, correlation, and
499     other statistical analysis tools.



500     Is Pareto analysis done for problem/cause/action codes?



501     Is mean-time-between-failures (MTBF) tracked?



502     Can you determine MTBF for a specific root cause?



503     Is mean-time-to-repair (MTTR) tracked?



504     Is mean-wait-time (MWT) tracked?

        Is "time since the last failure" tracked for any failure type, in order to
        determine trend? That is, to determine if asset reliability is
505     improving over time.




508     Are frequencies and probabilities analyzed for equipment availability?



        Are frequencies and probabilities analyzed for equipment
509     performance (e.g. speed)?


511     Can you quantify, track, and analyze asset reliability?
        Can you quantify, track and analyze asset performance? Example:
        Pareto, root cause, and impact analysis of (opportunity) loss of
512     production, and revenue loss.


513     Can you quantify, track and analyze asset utilization?
        Can you quantify, track and analyze asset availability? Example:
        Pareto, root cause and impact analysis around downtime, revenue
514     loss, number of stoppages.
        Can you quantify, track and analyze quality impact? Pareto, root
        cause and impact analysis of scrapped quantity and revenue loss
        caused by maintenance-related factors (as opposed to operator
515     error, product quality, etc.).

        Is life cycle cost for a given asset tracked (i.e., TCO or total cost of
516     ownership)?

        Is life cycle cost for a group of assets tracked (e.g., certain
517     type/brand of pumps)?



        Is there a troubleshooting database to help diagnose repair
518     problems?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                            9 of 20   7/25/2011
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Req_I                                 Questions                                Proposer Response   Additional Comments
  D


519     Can you track and analyze warranty repair work done?


        Are safety tasks/instructions tracked and analyzed for work orders &
520     PM routines?




521     Can you do manual appreciation of capital spares?



        Can you record and manage to measurement standards? Example:
        Including gauge usage, gauge requirements for parts, calibration
535     procedures, etc.




536     Are multiple measurements allowed?




537     Can you download work orders onto a PDA?



        Can you upload from a PDA, hours worked and work done against a
538     work order?




539     Can you download parts required?




540     Can you download other inventory information?




541     Can you upload parts used?




542     Can you download tools required?



        Can you scan barcodes on assets, parts, or employee badges with
543     scanner built into PDA?



        Can you enter work requests on the PDA (e.g., resulting from an
544     inspection)?


        Will the proposed system support a centralized employee database
571     in a HR system?



        Does the software have the ability to automatically communicate any
617     changes to all affected parties via work flow management?


        Can the system alert the Supervisor when employee is out of
785     compliance in training or certification?


        Does the proposed system have the ability to link to a Health and
797     Safety database to extract information such as MSDS sheets?




815     Is a user-defined fiscal calendar available in the WAMS?




816     Are user-defined calendar periods a function of the WAMS?



        Does the system support a user-defined calendar period for the
819     organization?



        Does the WAMS have the ability to open and close calendar periods
823     by entity?




852     Is rounding by column a function of the WAMS for reports?



        Does the WAMS support spreadsheet-ready exports in tab delimited
853     format?



        Can the WAMS export into OpenOffice Spreadsheets as tab
854     delineated?




870     Can the WAMS produce reports on a standard operating system?

        Does the WAMS have a versatile end user reporting tool - flexible
        report format / rounding options / calculation options / variance
        analysis - that can easily access the underlying data contained in
915     the general ledger data base?



        Does the WAMS provide the user with the ability to design standard
999     monthly reports as well as "one-off' reports?



        Will the software allow the user to manipulate historical data with
1026    the appropriate security?




1071    Can the user Import/export transactions to another database?




1071    Can the user Import/export transactions to another database?



1366    Will the system maintain asset number and type?



        Does the system have the capability to report against a capital
1376    budget?


1403    Does the system have a user-defined depreciation calendar?

        Can the user set depreciation options (year-to-date, period-by-
1411    period)?

        Will the WAMS allow the user to set default depreciation rules by
1442    date placed in service?


        Can the user store e-mail addresses, web sites, fax number in the
1725    vendor profile?



1726    Can an item be linked to a vendor record?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                      10 of 20   7/25/2011
           City of Largo WAMS Software Requirements


Req_I                                   Questions                                   Proposer Response   Additional Comments
  D


1727    Can the user track vendor lead times (external and transportation)?




        Does the system have an expiration date for shelf life of controlled
1736    items?




        Can you generate claims for non-conformance receipt, for return of
1745    goods?


        Does the system Interface with the inventory system to: 1) Update
        the average unit cost of the item received 2) Increment on-hand
        quantity when a purchase order is received 3) Increment on-order
1777    quantity when a purchase order is opened?


        Can the user print a vendor performance report based on: 1)
        Shipment and purchasing history 2) Showing late deliveries (days
        late) 3) Orders placed 4) Rejects (number and percent) 5) Price
1780    variances 6) Dollar volumes?




1786    Can the WAMS track purchases YTD in number and dollars?




1789    Can track the storage unit of measure?




1792    Can the system produce 24 month statistical performance data?




1796    Can generate a Vendor performance (price, quality, delivery) report?




1797    Ability to generate vendor quality ratings?




1798    Ability to provide statistical updating and reporting of supplier rating?




1803    Ability to retain requisition history?



        Can the purchase requisition reference to the project, account,
1809    program, contract and/or sales order?



        Does the software provide for work order on-line approvals with
1862    Work flow Management?



        Does the software provide for work order on-line approvals with
1862    Work flow Management?


        Does the user have the ability to track contract acknowledgment in
1893    the WAMS?


        Does the user have the ability to track contract history maintenance
1894    in the WAMS?


        Does the user have the ability to link and review contract
1895    documentation and produce related reports?


        Does the user have the ability to track the contract agreement
1897    number in the WAMS?


        Does the user have the ability to track contract types (i.e. normal,
1898    special) in the WAMS?


        Does the user have the ability to track contract start and end dates in
1899    the WAMS?


        Does the user have the ability to track agreement signal date in the
1900    WAMS?




        Inventory/stock value list by warehouse, product range, special
1945    orders


        Does the user have the ability to track contact effective dates in the
1965    WAMS?



        Does the System provide inquiry and reporting capability for
1980    inventory transaction summary by from and to dates



        Does the System provide inquiry and reporting capability for
1981    inventory status by item number & location?



        Does the System maintain item number history of usage, both
1988    planned and unplanned, purged upon a specific date criteria?


        Will the System support the following: bar coding of individual parts
        as received prior to warehousing, real-time scanning & inventory
1991    updates at picking, real-time scanning at shipping?


        Is the System capable of managing harmonized part number
        information & integrating /maintaining harmonized information with
1998    3rd party (e.g. Freight Forwarder)?




2003    Does the System have the ability to track inventory by business unit?



        Does the System have the ability to plan and control inventory in
2005    independent work cells?



        Can the System provide for multiple facilities, warehouses,
2008    stockrooms, inventory locations?


        Does the System have the capability to: receive, stock, disburse,
        and report on inventory by part number and location utilizing bar
2021    code?



        Does the WAMS provide audit trail of all transactions by document
2023    number and part number?



        Can the system automatically generate statistical and focus
2063    forecasts for the inventory?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                           11 of 20   7/25/2011
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Req_I                                 Questions                                  Proposer Response   Additional Comments
  D


        Can the user run safety stock initialization/simulation reports from
2065    the proposed system?



        Can the user set capacity allocation by contract/project in the
2107    proposed system?




2108    Is end-item alternative allocations supported by the system?



        Does the proposed system support online allocation detail with
2109    pegging?




2110    Can the user perform manual override of allocations of shipping?




2111    Will the system flag parts below reorder points when allocated?




2113    Can the user Reallocate reserved inventory across orders?




2114    Can back order allocation show available inventory per location?




2115    Can back order allocation allow allocation of quantity by location?




2116    Can the user perform back order de-allocation?



        Can the system perform an automatic de-allocation of inventory if
2117    order is rejected?



        Can the system perform an inventory allocation as order is released
2118    for ALL orders?




2119    Can the user perform a material and capacity allocation?



        Does the System have the ability to display resources/inventory
2121    availability by location online?



        Does the System have a user-defined reservation criteria for
2123    sequencing/creating reservations?




2124    Can the system produce an order line status reservation?



        Will the system support an automatic quantity reservation and ship
2125    date confirmation as orders are created?



        Will the System support lot handling, oldest lot automatically default
2126    for order reservation?




2127    Will the System support reservation based on picking methods?



        Does the system allow for automatic alternative sourcing if inventory
2129    is not available in the defined sourcing link?



        Does the system display limits to specific warehouses, inventory
2130    allocations, lot numbers?




2131    Can the system produce shortage conditions reporting?




2132    Does the system allow for manual updates of inventory quantities?



        Can the adjustment reason codes (i.e.: cycle count, poor quality) be
2133    assigned?



        Does the system support a control number required to record
2134    inventory transaction?



        Will the System have the ability to display the Inventory balance
2135    before adjustments and after adjustments?



        Will the System allow for an audit trail of inventory adjustments for
2136    reporting?



        Can the System Create reorder notices via email or pop-up
2138    message?



        Does the System have the ability to report overstock/under stock
2139    exceptions?




2140    Is the software architecture based on a relational DB design?




2141    Does the system have normalized tables?




2142    Does the application provide SQL APIs calls/data requests?




2143    Does the system support Multi-RDBMS portability?




        Will the user be able to replicate database master files, fields,
2145    structures?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                        12 of 20   7/25/2011
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Req_I                                 Questions                                Proposer Response   Additional Comments
  D




2146    Does the system supports Disaster Recovery Institute procedures?


        Is the system structured with a common relational model for sharing
2157    data across multiple databases?



        Does the proposed software interface to relational database
2158    structures?



        Does the proposed software interface to system management or
2160    network configuration for automatic job execution?



        Does the software support concurrent access to the data with data
2177    locking, check-in/check-out integrity mechanisms?


        Can the system combine information from different databases or
2182    data sources in one query/report?


        Does the WAMS support an end-user database environment
2200    designed for "what-if" modifications/queries?



2201    Does the system have denormalized read-only database tables?



2202    Does the system have a data effective rating?



2203    Can the system perform a data element time-sensitivity analysis?




2204    Will the user have SQL report writer query access?


        Does the proposed system support external data warehousing tools
2205    and databases?



        Does the system perform an automatic maintenance of a complete
2219    audit trail?



        Does the system perform an automatic maintenance of a complete
2219    audit trail?




2220    Does the system perform an automatic maintenance of error logs?




2222    Will the WAMS accept input transactions in a continuous process?




2223    Will the WAMS support continuous data load?




2224    Will the WAMS support Multiple loads processed simultaneously?




        Can the user perform internal data validation/error checking in the
2225    WAMS?




2226    Can the user conduct error file review and/or manipulation?




2227    Does the WAMS support data reprocessing?




2229    Does the software support RS-232 Communication protocol?




2229    Does the software support RS-232 Communication protocol?



        Will the WAMS support the I/O driver interfaces to bar code readers,
2230    automatic ID devices, gauges?




2231    Will the WAMS support RF radio frequency/bar code readers?




        Will the proposed system support data input/output from a pen-
2232    based system?




        Will the proposed system support data input/output from a portable
2233    data terminal?




2234    Will the system support voice recognition?




        Will the proposed system support data input/output from a touch
2235    screen?




2236    Does the proposed system support data input/output from a mouse?




        Does the proposed system support data input/output from a
2237    trackball?




        Does the proposed system support data input/output from the
2239    keyboard?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                      13 of 20   7/25/2011
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Req_I                                 Questions                                Proposer Response   Additional Comments
  D




2240    Does the proposed system support data input/output from a gauge?




        Does the proposed system support data input/output from a
2241    scanner?




2242    Does the WAMS support generalized codes validation tables?




2243    Can the WAMS produce master file audit reports?




2244    Can the user scroll and key word search displayed reports?




        Can the user perform a system cross-reference of files, fields,
2245    programs, menus, messages?



        Can the user set the bar code control character sequences for
2247    printing performed documents in the proposed system?




        Does the WAMS have the ability to display standard messages and
2248    reason codes?




2249    Does the WAMS provide customized help windows?




2252    Does the WAMS provide user menus?




2253    Does the WAMS support operating system command options?




2254    Will the WAMS support database dumps and loading?




2255    Does the WAMS support archive history file reloads?




2266    Does the WAMS have customization and tailoring capabilities?




2267    Does the system have an API configuration tool?




2268    Does the system have an API program interface?




2269    Do you have a tool to build an interface?




2270    Are the WAMS screens pre-configured?




2274    Will you provide an administration toolkit?




2275    Will you provide a setup documentation?



        Does the WAMS support templates to extend basic HTML with SQL
2276    functions?



2278    Does the software support a template generated web form?



2284    Can a user modify or customize a form?



        Can the WAMS use dynamic SQL statements from all form inputs,
2288    URL strings and environment?


        Does the software support a function for generating e-mail, based on
2290    HTML form input?




2291    Can the user input user-defined procedures?


        Does the system have the capability to have simultaneous access to
2293    heterogeneous databases?



        Seamless integration between application and OpenOffice desktop
2297    applications



        Does the WAMS support an intuitive drag-and-drop tool for easily
2299    accessing ad hoc database information?



        In the Web Interface, can the user read and write/modify data at a
2306    browser level?



        In the Web Interface, can the user read and write/modify data at a
2306    browser level?




2314    Does the system conduct data integrity checks?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                      14 of 20   7/25/2011
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Req_I                                 Questions                                  Proposer Response   Additional Comments
  D


        Does the WAMS support Advanced Encryption Standard (AES)
2317    data?



        Can the system assign a time data sequence number in each
2323    transaction?




2324    Does the system accept logins?




2327    Does the system have a remote agent for database access?


        Does the system have the ability to transmit results from one
2328    database to another database?




2331    Will the system allow data merging from multiple sources?



2352    Does the system support S/MIME e-mail?



2354    Does the system support MIME e-mail?




2369    Does the user have the option of selecting a date format?



        Does the WAMS support multiple date formats: month/date/year,
2378    day/month/year, year/month/day?



        Does the software provide Integrated Development Environments
2405    (IDE)?




2411    Does the software provide Scripting Tools?




2412    Does the software provide Business Object Development?




2422    Does the software support Java?




2426    Does the software support XML?




2427    Does the software support HTML?


        Will the software support automatic referential integrity check for
        enforcing procedural controls and process rules for its workflow
2434    component?



        Does the software have pre-loaded select process models (i.e.
2435    logistics)?



        Does the software have pre-loaded select process models (i.e.
2436    supply chain)?



        Does the software have pre-loaded select process models (i.e.
2437    customer care)?



        Can you set up user-definable processes and process
2438    configurations?



        Will the software allow the user to load processes from external
2439    sources?



        Will the software the display of required process steps that the
2440    system must execute to complete procedures?



        Does the system support importing and exporting of data? If so,
2453    describe the method.



        Are all system data selectable from look up tables or drop down
2455    lists?



        Does the system support data grouping, which is used in reporting
2456    and configuration?



        Will the system be capable of supporting multiple locations or sites
2458    in the organization?




2459    Does system maintenance require specialized IT support?



        Can the Data input screens be customized such that unwanted
2462    fields can be hidden from specific users?




2463    Can all system labels be changed to local requirements?



        Does the system support an audit trail that records details of all
2464    transactions?

        Does the system have a comprehensive asset or equipment register
2466    that is capable of holding data on up to N assets?



        Does the system support asset "cloning" or copying to speed data
2467    input?

        Can the user link assets spare parts, such as standard o-ring as part
2468    of pump replacement?

        Does the asset register support a hierarchical (Parent/Child) location
2469    structure?


        Does the asset register provide adequate functionality for the control
2470    of safety documentation?

        Does the asset register support the definition of equipment types,
2472    e.g. motors, compressors, etc?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                        15 of 20   7/25/2011
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Req_I                                  Questions                                Proposer Response   Additional Comments
  D

        Does the system support the input of unplanned work requests by
2473    non-maintenance personnel?



        Is there an easy input option available to minimize training required
2474    for these personnel?




        Is the system equipped with an approval protocol that allows work
2475    requests to be converted to work orders by authorizing personnel?




        Does the system support automatic notification for work requests
2476    that are raised against assets that have safety issues?



2477    Is an e-mail facility available for work orders?


        Will the system allow the user to apply failure codes to work
2478    requests?




        Does the system have the ability to send work request to different
        locations? This is to accommodate sites that have maintenance
2479    personnel in different workshops.


        Is there an easy input option for creating unplanned work orders (as
2480    opposed to unplanned work requests.)?




        Does the system support retrospective work orders to ensure that all
2481    work history is captured?

        Will the user have the ability to capture all required information
        pertinent to the organization in the Work Order, such as safety
2482    documents, materials used, labor used, spares used, etc?




2483    Is the work order customizable to local requirements?


        Does the System have the capability to scan the PM schedule to see
        if any planned maintenance can be issued along with the unplanned
2484    work order?


        Does the system support the use of follow-up work orders where
2485    equipment is put back in service with work still outstanding?


        Does the application support your requirements with respect to work
2486    order status?



        Can the user display outstanding work orders by status, location,
2487    asset, etc. should be a straightforward process?


        Can Work Orders be tracked through the process by the person who
2488    initiated them?



2489    Are planned work orders easily scheduled and generated by users?


        Can the user configure planned work order status and type (e.g.
2490    "open", "complete", "Safety", "PM", etc.)?



        Does the system support all possible types of calendar based
2491    maintenance scheduling, including daily weekly, monthly, etc?


        Does the WAMS have the capability to include a user-configurable
        holiday calendar that can be set to prevent planned maintenance
2492    from being scheduled during holiday periods?



2493    Is the system flexible in its handling of PM tasks?


        Does the system allow for the user to include required spares and
2494    resources on PM work orders?


        Are the planned work schedule viewing options flexible enough to
        allow different user to select and view PM for their area of
2495    responsibility?


        Will the system allow forecasting of PMs for a selectable period in
2496    advance?


        Will planned work generation be possible by individual areas or
2498    departments?


        Do the system's planned maintenance routines have fixed and
2499    floating scheduling options?


        Does the system's planned maintenance work orders support the
2500    inclusion of multiple crafts on one job?




2501    Does the system have the ability to track each crafts person's time?

        Are operation-based work order generation supported? For
        example, where PM's are generated according to run-time as
2502    opposed to calendar period.

        Does the system support planned maintenance inspections? These
        will require the capability of creating a PM without linking it to a
2503    single asset.



        Is schedule balancing or rescheduling of PM work supported by the
2505    system?



        Can inventory reorder points and max/min levels be set and
2507    managed within the System?




2508    Is the System equipped to locate spare parts multiple stockrooms?




2509    Will the System track spare part usage history?




2510    Can the System record and track material shelf life?



        Does the System have the ability to track vendor records and lead
2511    time details?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                       16 of 20   7/25/2011
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Req_I                                  Questions                                 Proposer Response   Additional Comments
  D




2512    Will the System retain Issue history?




2514    Does the system support a facility to store images of stocked parts?



        Will the System support stock reservations, where spares can be
2516    reserved for specific individuals, groups or work order?



        Will the purchasing system integrate fully with the inventory Control
2518    system?




2519    Can an approved supplier listed be maintained in the System?




2520    Are automatic reorder of parts supported by the System?




2522    Does the System contain a purchasing module?




2523    Will the System allow users to check status of their orders?




2524    Can the System link a purchase order to an individual work order?




2526    Can the System accommodate bar coding of spares?




2527    Does the system have a maintenance project management tool?

        Can the system track all costs, including contractors' costs,
2528    throughout the project life cycle?


        Does the project management application provide for adequate
2529    description of the project and its activities?



2530    Does the application support sub-projects?


        Does the application support activities, dependencies and other
2531    main project planning terms and functions?



2532    Does the application support reporting?


        Is the application capable of producing work orders for individual
2533    project activities?


        Can the employee salary and charge rate records be recorded in the
2537    system?



        Can the user record issued tools, clothing and protective equipment
2540    in the proposed system?




2541    Can employee shift schedules be set in the proposed software?



        Are the reports provided with the system comprehensive, quick and
2543    easy to run?



        Are the vendor supplied reports customizable? If so, can they be
2545    saved as a different file?




2546    Will graphical reports be included?




        Will the system contain a maintenance backlog and performance
2547    reports?



        Are reports that facilitate continuous improvement effort (e.g. Pareto
2548    charting) included?



        Does the WAMS support the creation of new reports to the user's
2549    requirements?


        Is the system capable of handling any specific grounds
2557    maintenance issues?


        Can the user raise and submit an unplanned work request for a
2565    breakdown event?

        Please identify the diagramming techniques used by your firm to
        illustrate the business processes that currently exist in the targeted
        application environment. Flow charts, Data Flow Diagram, OO
2626    Diagram, and/or ER diagrams.

        Will Rapid Prototyping techniques be used to let users preview key
        functions to determine the data entry/inquiry/reporting formats most
2635    suitable to end user needs?
        Is a local source of software support available for the vendor's
        product? If yes, are the local support technicians employee's of the
2639    vendor or are they employees of a third party support group?

        Does the vendor company fully support customized software
2641    developed by the vendors staff?

        Will a Help Desk offering live telephone support be available during
2642    normal business hours for this system when live usage starts?
        When onsite support is needed, what is the guaranteed response
        time? Same day as initial call, next business day, same day as
2643    initial call, next business day, or as soon as possible (not defined).

        Is a staff member dedicated to software support available during
2646    normal business hours?

        Will a web site dedicated to ongoing support of the system be
2648    provided by the vendor?


2649    Is onsite training available during the installation of the software?



2650    Is onsite training available on an ongoing basis?



2651    Can the training be customized to meet the specific needs?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                        17 of 20   7/25/2011
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Req_I                                   Questions                                Proposer Response   Additional Comments
  D

        Are training manuals, i.e., software procedure manuals, provided
2652    during the training?




2654    Is field level on-line help available at all times?




2655    Is the on-line help customizable by the user without recompiling?


2657    Is the proposed system ISO 9000 certified?




2689    Are "thin-clients" fully supported by the proposed software?




2706    Is a dedicated server required?




2708    Is there any limit on the size of a single library?



        Are any modifications to existing hardware required by the proposed
2709    system?




2710    If hardware changes are required please describe them here.




2712    Are mirrored disk supported? If yes, please describe.




2717    Is transaction rollback function supported? If yes, please describe.




2723    Does the software support GIF - Graphical Interchange Format files?




2724    Does the software support DIF - Data Interchange Format?



        Is the ODMA (Open Document Management API) standard
2725    supported by the proposed system?



        Is the proposed software compliant with LDAP (Lightweight
2727    Directory Access Protocol)?




2730    Is the proposed software ODBC and JDBC compliant?



        Please list the database servers the proposed software natively
2731    supports.
        Will the next release of the proposed software require any data to be
        converted to a format different than the format required by the
2737    current version of the proposed software?



        Is the Architectural Orientation of the proposed software "Web-
2738    centric"?

        Is the proposed software web-centric? If so, when was it first
2739    released with a "web-centric" architecture?




2743    Can users search the document database by keyword?




        Can users search the document database by Boolean command
2744    string?




        Can users search for documents by keyword and Boolean
2745    commands simultaneously?



        Is it possible for a user to quickly change which data is displayed in
2746    the results of an inquiry or search?



        Is it possible for an user to attach a hardcopy document to a existing
        document by scanning the document, then setting up a link to the
2747    document scan image from the document maintenance screen?

        Is it possible for a user to attach an e-mail to an existing document
        by setting up a link to the e-mail from the document maintenance
2748    screen?




2749    Can users search the attached documents or e-mails?



        Can users easily view a hot list of recently performed searches and
2750    reuse them if desired?



        If the proposed software provides for user-defined fields, can online
2755    help related to each individual field be created?


        Are DETAILED error messages that enable the user to identify and
        correct the problem causing the error provided by the proposed
2756    software?



        Does the proposed software provide the ability for an authorized user
2757    to access and use customize screens and menu?



        Does the proposed software provide the ability for an authorized user
2758    to customize screens?




2763    Does the proposed software support code tables?


        Can terminology appearing in on-screen Field Labels be
        customized? For example, can "staff" be changed to "technician" in
2764    all appropriate on-screen Field Labels?


        Can terminology appearing in on-screen text boxes be customized?
        For example, can "staff" be changed to "technician" in all appropriate
2765    Text Boxes?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                        18 of 20   7/25/2011
           City of Largo WAMS Software Requirements


Req_I                                 Questions                                  Proposer Response   Additional Comments
  D

        Can terminology appearing in on-screen Drop-Down Boxes be
        customized? For example, can "staff" be changed to "technician" in
2766    all appropriate Drop-Down Boxes?


        Can terminology appearing in Screen Captions be customized? For
        example, can "staff" be changed to "technician" in all appropriate
2767    Screen Captions?


        Can terminology appearing in Screen Displays be customized? For
        example, can "staff" be changed to "technician" in all appropriate
2768    Screen Displays?


        If the proposed software provides user defined fields, does it allow a
        user with proper clearance to designate the input validation rules
2769    used to validate data entered into the field?


        If the proposed software provides user defined fields, does it allow a
        user with proper clearance to designate the Field Label displayed on-
2770    screen to describe the field?


        If the proposed software provides user defined fields, does it allow a
        user with proper clearance to designate the allowable Field Data
2771    Type (numeric, binary, etc.)?


        If the proposed software provides user defined fields, does it allow a
        user with proper clearance to designate the input validation rules
2772    used to validate data entered into the field?


        If the proposed software provides user defined fields, does it allow a
        user with proper clearance to designate Drop-Down Lists containing
2773    the entries valid for each field?




2775    Can the online Help be modified by a user with proper clearance?



        Does the proposed software enable an authorized user to specify
2779    the business process rules to be used?


        Is a graphical flowcharting tool made available to the user for
        creation of business process rules and work flow using a "drag and
2780    drop" action?



2784    Can the document management features be accessed via OLE?



2785    Can the proposed system function as a DDE Server?



2786    Can the proposed software function as a DDE Client?




        Are discrete document resources such as graphic files, fonts, etc.,
2787    tracked automatically?


        What level of integration is provided, NONE, ONE WAY, or TWO
2789    WAY?



2792    Can storage locations be defined based on user/document type?


        Is a collection of standard, published, and fully documented
        Application Programming Interface's provided with the proposed
2798    software?



        Is a collection of standard, published, and fully documented XML
2799    Object's) provided with the proposed software?

        Can applications provided by others be easily integrated with the
        proposed software through a standard, documented Application
2800    Programming Interface (API) collection?


        Do the standard APIs and XML Objects provided with the proposed
2801    software enable full integration with third party ERP systems?




2806    Is a SOAP API provided by the proposed system?




        Have you integrated any 3rd party ERP applications with the
2808    proposed software? If so, please list.


        Is the Web interface enabled through CGI programming, user-
        defined HTML templates, or a proprietary high-level scripting
2811    language?

        Which of the following Knowledge Database functions are provided?
        Task Standards Library, Troubleshooting Guides, and Procedure
2822    Library:


        Are any of the following equipment management functions
        provided? Equipment listing, specification & parts list for equipment,
2825    and tool management.



        Are planning and scheduling of maintenance management functions
2830    provided? If yes, describe the major features and processes.


        Is maintenance budgeting of maintenance management activities
2832    provided? if yes, describe the major features and processes.


        Are maintenance management requirements forecasting provided?
2833    if yes, describe the major features and processes.


        Is predictive maintenance management functions provided? if yes,
2834    describe the major features and processes.


        Is inspection scheduling provided? if yes, describe the major
2835    features and processes.

        Is the management of hazardous materials included in the inventory
        management function? If yes, please describe the processes and
2836    functions?


2845    Are the equipment management cost history report provided?




        Are the equipment list and specification accessible through the
2847    maintenance management systems?


        Are the following equipment management and daily processing
        functions supported? Equipment. Bill-of-Materials? Equipment
2849    specific repair log? Is repair cause tracking provided?

        Can the work order management system complete an equipment
2852    downtime analysis and report?



        Are multiple and simultaneous scheduling parameters supported in
2853    the maintenance scheduling features?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                        19 of 20   7/25/2011
           City of Largo WAMS Software Requirements


Req_I                                 Questions                                 Proposer Response   Additional Comments
  D

        Are PM costs automatically accumulated in the appropriate category
2854    or account?




2855    Are the PM schedule settings displayed on-screen for reference?


        Can the maintenance management system generate and schedule
2856    recurring work orders?



2857    Are detailed task descriptions available on Work Orders and reports?




2858    Can PM be scheduled in response to downtime or outage situations?



2859    Are PM schedule compliance (adherence) statistics tracked?


        Are service contracts for work orders supported? If yes, please
2862    describe.


        Describe how warranty claims development and management is
2863    supported.



        Are inventory processing and management features provided for
2864    multiple locations and stores?



        Does the inventory processing and management system track tools
2865    and equipment?



        Does the inventory processing and management features include
2866    where used reporting?



        Does the inventory processing and management provided a pick list
2867    of the current open work orders?



        Are each stores inventory counts automatically updated when Work
2868    Orders are processed?


        Can the work order management system report the status of all
2869    Work Orders?




2870    Is automatic Work Order Backlog Reporting provided?



2871    Are automatically generated Work Order Cost Estimates provided?


        Is a Work Order Cost History maintained and available for reporting
2872    purposes?


        Can the work order management system provide on-line, real-time
2874    parts availability and reservation?



2875    Can Work Orders be ranked, and assigned, based on priority?



2877    Is employee availability and scheduling provided?



        Can the work order management system define the current and
2878    past employee utilization?


        Are all parts and equipment represented in a Warranty tracking
2880    function?




2884    Service call management and transaction processing?




2887    Are inventory records for new purchase items created automatically?



        Can the proposed system act as a Web-enabled Services platform
2898    to request, broker, and deliver Web services?



        Does the proposed software provide a "point and click" wizards for
2911    management reporting function?



        Is a rules editor to enhance or modify the rules engine provided by
2912    the proposed system?



        Can the proposed system be customized via XML without any
2914    programming skills?

        Does the proposed software enable the creation of multiple user
        interfaces to process information? For example, could each
        department manager set the user interface to display the information
2915    commonly accessed by his/her department?


        Does the proposed software provide a predefined facility for routing
        work to those entities (people or systems) with the least amount of
2918    current work?


        Are advanced search functions for easily searching for and retrieving
        specific process and system related data provided by the proposed
2923    software?




           719ec0eb-3228-4bf8-8f53-c869bee35ce5.xls                                                                       20 of 20   7/25/2011

				
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Description: Questionnaire Audit Software License Agreement document sample