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HomeMy WebLinkAboutContractPAGE 1 OF 28 AGREEMENT FOR PROFESSIONAL SERVICES TO DEVELOP CITYWORKS ENTERPRISE ASSET MANAGEMENT STRATEGIC PLANS FOR THE PUBLIC WORKS AND PARKS AND RECREATION DEPARTMENTS THIS AGREEMENT, dated for reference purposes only as May XX, 2024, is by and between the Timmons Group, Inc. a Virginia Corporation. The City and the Consultant are referred to collectively in effective as of the last date signed by both parties. 1. Scope of Work: Consultant agrees to provide Professional Services to produce an Asset Management RoadMap that defines the critical path and steps necessary for the continued development and enhancement of the GIS, Cityworks AMS, and Asset Management programs that will improve staff productivity, service and enable data driven decisions for the Public Works Department and the Parks and Recreation Department as specified in Exhibits A1 (Public Works Department) and A2 (Parks and Recreation Department), which is attached and incorporated herein and may hereinafter Work 2. Changes in Scope of Work: The City, without invalidating this Agreement, may order changes to the Work consisting of additions, deletions, or modifications. Any such changes to the Work shall be ordered by the City in writing and the Compensation shall be equitably adjusted consistent with the rates set forth in Exhibits B1 and B2 or as otherwise mutually agreed by the Parties. 3. Time of Performance: Consultant shall commence performance of the Agreement All Work shall be performed by no later than May 1, 2025 4. Compensation: A. Amount. Total compensation to Consultant for Work provided pursuant to this Agreement shall not exceed $153,540, plus any applicable state and local sales taxes. Compensation shall be paid as a flat rate fixed sum based upon Work actually performed according to the rate(s) or amounts specified in Exhibits B1 (Public Work Department) and B2 (Parks and Recreation Department). The Consultant agrees that any hourly or flat rate charged by it for its Work shall remain locked at the negotiated rate(s) unless otherwise agreed to in writing or provided in Exhibit B. Except as CAG-24-129 PAGE 2 OF 28 specifically provided herein, the Consultant shall be solely responsible for payment of any taxes imposed as a result of the performance and payment of this Agreement. B. Method of Payment. On a monthly or no less than quarterly basis during any quarter in which Workisperformed, the Consultant shall submit a voucher or invoice in aform specified by the City, including a description of what Work has been performed, the name of the personnel performing such Work, and any hourly labor charge rate for such personnel. The Consultant shall also submit a final bill upon completion of all Work. Payment shall be made by the City for Work performed within thirty (30) calendar days after receipt and approval by the appropriate City representative of the voucher or invoice. If the Consultan does not meet the requirements of this Agreement, the Consultant will correct or modify its performance to comply with the Agreement. The City may withhold payment for work that does not meet the requirements of this Agreement. C. Effect of Payment. Payment for any part of the Work shall not constitute a waiver by the City of any remedies it may have against the Consultant for failure of the Consultant to perform the Work or for any breach of this Agreement by the Consultant. D. Non-Appropriation of Funds. If sufficient funds are not appropriated or allocated for payment under this Agreement for any future fiscal period, the City shall not be obligated to make payments for Work or amounts incurred after the end of the current fiscal period, and this Agreement will terminate upon the completion of all remaining Work for which funds are allocated. No penalty or expense shall accrue to the City in the event this provision applies. 5. Termination: A. The City reserves the right to terminate this Agreement at any time, with or without cause by giving ten(10) calendar of such termination or suspension, all finished or unfinished documents, data, studies, worksheets, models and reports, or other material prepared by the Consultant pursuant to this Agreement shall be submitted to the City, if any are required as part of the Work. B. In the event this Agreement is terminated by the City, the Consultant shall be entitled to payment for all hours worked to the effective date of termination, less all payments previously made. If the Agreement is terminated by the City after partial performance of Work for which the agreed compensation is a fixed fee, the City shall pay the Consultant an equitable share of the fixed fee. This provision shall not prevent the City from seeking any legal remedies it may have for the violation or nonperformance of any of the provisions of this Agreement and such charges due to the City shall be PAGE 3 OF 28 deducted from the final payment due the Consultant. No payment shall be made by the City for any expenses incurred or work done following the effective date of termination unless authorized in advance in writing by the City. 6. Warranties And Right To Use Work Product: Consultant represents and warrants that Consultant will perform all Work identified in this Agreement in a professional and workmanlike manner and in accordance with all reasonable and professional standards and laws. Compliance with professional standards includes, as applicable, performing the Work in compliance with applicable City standards or guidelines (e.g. design criteria and Standard Plans for Road, Bridge and Municipal Construction). Professional engineers shall certify engineering plans, specifications, plats, and reports, as applicable, pursuant to RCW 18.43.070. Consultant further represents and warrants that all final work product created for and delivered to the City pursuant to this Agreement shall be the original work of the Consultant and free from any intellectual property encumbrance which would restrict the City from using the work product. Consultant grants to the City a non- exclusive, perpetual right and license to use, reproduce, distribute, adapt, modify, and display all final work product produced pursuant to this Agreement. adaptation, modification or use of the final work products other than for the purposes of this Agreement shall be without liability to the Consultant. The provisions of this section shall survive the expiration or termination of this Agreement. 7. Record Maintenance: The Consultant shall maintain accounts and records, which properly reflect all direct and indirect costs expended and Work provided in the performance of this Agreement and retain such records for as long as may be required by applicable Washington State records retention laws, but in any event no less than six years after the termination of this Agreement. The Consultant agrees to provide access to and copies of any records related to this Agreement as required by the City to audit expenditures and charges and/or to comply with the Washington State Public Records Act (Chapter 42.56 RCW). The provisions of this section shall survive the expiration or termination of this Agreement. 8. Public Records Compliance: To the full extent the City determines necessary to comply with the Washington State Public Records Act, Consultant shall make a due diligent search of all records in its possession or control relating to this Agreement and the Work, including, but not limited to, e-mail, correspondence, notes, saved telephone messages, recordings, photos, or drawings and provide them to the City for production. In the event Consultant believes said records need to be protected from disclosure, it may, at Consultant shall indemnify, defend, or litigation related to a Public Records Act request for which Consultant has responsive records and for which Consultant has withheld records or information contained therein, or not provided them to the City in a timely manner. Consultant shall produce for PAGE 4 OF 28 distribution any and all records responsive to the Public Records Act request in a timely manner, unless those records are protected by court order. The provisions of this section shall survive the expiration or termination of this Agreement. 9. Independent Contractor Relationship: A. The Consultant is retained by the City only for the purposes and to the extent set forth in this Agreement. The nature of the relationship between the Consultant and the City during the period of the Work shall be that of an independent contractor, not employee. The Consultant, not the City, shall have the power to control and direct the details, manner or means of Work. Specifically, but not by means of limitation, the Consultant shall have no obligation to work any particular hours or particular schedule, unless otherwise indicated in the Scope of Work or where scheduling of attendance or performance is mutually arranged due to the nature of the Work. Consultant shall retain the right to designate the means of performing the Work covered by this agreement, and the Consultant shall be entitled to employ other workers at such compensation and such other conditions as it may deem proper, provided, however, that any contract so made by the Consultant is to be paid by it alone, and that employing such workers, it is acting individually and not as an agent for the City. B. The City shall not be responsible for withholding or otherwise deducting federal income tax or Social Security or contributing to the State Industrial Insurance Program, or otherwise assuming the duties of an employer with respect to Consultant or any employee of the Consultant. C. If the Consultant is a sole proprietorship or if this Agreement is with an individual, the Consultant agrees to notify the City and complete any required form if the Consultant retired under a State of Washington retirement system and agrees to indemnify any 10. Hold Harmless: The Consultant agrees to release, indemnify, defend, and hold harmless the City, elected officials, employees, officers, representatives, and volunteers from any and all claims, demands, actions, suits, causes of action, arbitrations, mediations, proceedings, judgments, awards, injuries, damages, liabilities, losses, fines, fees, penalties, by any and all persons or entities, arising from, resulting from, or related to the negligent acts, errors or omissions of the Consultant in its performance of this Agreement or a breach of this Agreement by Consultant, except for that portion of the claims caused by Should a court of competent jurisdiction determine that this agreement is subject to RCW 4.24.115, (Validity of agreement to indemnify against liability for negligence relative to PAGE 5 OF 28 construction, alteration, improvement, etc., of structure or improvement attached to real or damages to property caused by or resulting from the concurrent negligence of the Consultant and the City, its officers, officials, employees and v It is further specifically and expressly understood that the indemnification provided in al Insurance Act, RCW Title 51, solely for the purposes of this indemnification. The Parties have mutually negotiated and agreed to this waiver. The provisions of this section shall survive the expiration or termination of this Agreement. 11. Gifts and Conflicts: employees from soliciting, accepting, or receiving any gift, gratuity or favor from any person, firm or corporation involved in a contract or transaction. To ensure compliance with the C to City employees or officials. Consultant also confirms that Consultant does not have a business interest or a close family relationship with any City officer or employee who was, is, or will be involved in selecting the Consultant, negotiating, or administering this Work. 12. City of Renton Business License: Unless exempted by the Renton Municipal Code, Consultant shall obtain a City of Renton Business License prior to performing any Work and maintain the business license in good standing throughout the term of this agreement with the City. Information regarding acquiring a city business license can be found at: https://www.rentonwa.gov/Tax Information regarding State business licensing requirements can be found at: https://dor.wa.gov/doing-business/register-my-business 13. Insurance: Consultant shall secure and maintain: A. Commercial general liability insurance in the minimum amounts of $1,000,000 for each occurrence/$2,000,000 aggregate for the Term of this Agreement. B. In the event that Work delivered pursuant to this Agreement either directly or indirectly involve or require Professional Services, Professional Liability, Errors and Omissions coverage shall be provided with minimum limits of $1,000,000 per occurrence. "Professional Services", for the purpose of this section, shall mean any Work provided by a licensed professional or Work that requires a professional standard of care. PAGE 6 OF 28 C. State of Washington, shall also be secured. D. Commercial Automobile Liability for owned, leased, hired or non-owned, leased, hired or non-owned, with minimum limits of $1,000,000 per occurrence combined single emises by or on behalf of the City, beyond normal commutes. E. Consultant shall name the City as an Additional Insured on its commercial general liability policy on a non- not be a source for payment of any Consultant liability, nor shall the maintenance of any insurance required by this Agreement be construed to limit the liability of recourse to any remedy available at law or in equity. F. proper endorsements, shall be delivered to the City before performing the Work. G. Consultant shall provide the City with written notice of any policy cancellation, within two (2) business days of their receipt of such notice. 14. Delays: Consultant is not responsible for delays caused by factors beyond the controloccur, the City agrees the Consultant is not responsible for damages, nor shall the Consultant be deemed to be in default of the Agreement. 15. Successors and Assigns: Neither the City nor the Consultant shall assign, transfer, or encumber any rights, duties or interests accruing from this Agreement without the written consent of the other. 16. Notices: Any notice required under this Agreement will be in writing, addressed to the appropriate party at the address which appears below (as modified in writing from time to time by such party), and given personally, by registered or certified mail, return receipt requested, by facsimile or by nationally recognized overnight courier service. Time period for notices shall be deemed to have commenced upon the date of receipt, EXCEPT facsimile delivery will be deemed to have commenced on the first business day following transmission. Email and telephone may be used for purposes of administering the Agreement but should not be used to give any formal notice required by the Agreement. CITY OF RENTON CONSULTANT PAGE 7 OF 28 Ron Straka, Utility Systems Director 1055 South Grady Way, 5th Floor Renton, WA 98057 Phone: (425) 430-7239 E-mail Address: Rstraka@Rentonwa.gov Christopher Long 1001 Boulders Parkway, Suite 300 Richmond, VA 23225 Phone: (540) 629-3664 Christopher.long@timmons.com 17. Discrimination Prohibited: Except to the extent permitted by a bona fide occupational qualification, the Consultant agrees as follows: A. with regard to the Work performed or to be performed under this Agreement, shall not discriminate on the basis of race, color, sex, religion, nationality, creed, marital status, sexual orientation or preference, age (except minimum age and retirement provisions), honorably discharged veteran or military status, or the presence of any sensory, mental or physical handicap, unless based upon a bona fide occupational qualification in relationship to hiring and employment, in employment or application for employment, the administration of the delivery of Work or any other benefits under this Agreement, or procurement of materials or supplies. B. The Consultant will take affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to their race, creed, color, national origin, sex, age, sexual orientation, physical, sensory, or mental handicaps, or marital status. Such action shall include, but not be limited to the following employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training. C. If the Consultant fails to comply with -discrimination provisions, the City shall have the right, at its option, to cancel the Agreement in whole or in part. D. The Consultant is responsible to be aware of and in compliance with all federal, state, and local laws and regulations that may affect the satisfactory completion of the project, which includes but is not limited to fair labor laws, worker's compensation, and Title VI of the Federal Civil Rights Act of 1964, and will comply with City of Renton Council Resolution Number 4085. 18. Miscellaneous:The parties hereby acknowledge: A. The City is not responsible to train or provide training for Consultant. B. Consultant will not be reimbursed for job related expenses except to the extent specifically agreed within the attached exhibits. PAGE 8 OF 28 C. Consultant shall furnish all tools and/or materials necessary to perform the Work except to the extent specifically agreed within the attached exhibits. D. In the event special training, licensing, or certification is required for Consultant to provide Work he/she will acquire or maintain such at his/her own expense and, if Consultant employs, sub-contracts, or otherwise assigns the responsibility to perform the Work, said employee/sub-contractor/assignee will acquire and or maintain such training, licensing, or certification. E. This is a non-exclusive agreement and Consultant is free to provide his/her Work to other entities, so long as there is no interruption or interference with the provision of Work called for in this Agreement. F. Consultant is responsible for his/her own insurance, including, but not limited to health insurance. G. that for any persons employed by the Consultant. 19. Other Provisions: A. Approval Authority. Each individual executing this Agreement on behalf of the City and Consultant represents and warrants that such individuals are duly authorized to execute and deliver this Agreement on behalf of the City or Consultant. B. General Administration and Management.project manager is Ron Straka. In providing Work his/her designee. C. Amendment and Modification. This Agreement may be amended only by an instrument in writing, duly executed by both Parties. D. Conflicts. In the event of any inconsistencies between Consultant proposals and this Agreement, the terms of this Agreement shall prevail. Any exhibits/attachments to this Agreement are incorporated by reference only to the extent of the purpose for which they are referenced within this Agreement. To the extent a Consultant prepared exhibit conflicts with the terms in the body of this Agreement or contains terms that are extraneous to the purpose for which it is referenced, the terms in the body of this Agreement shall prevail and the extraneous terms shall not be incorporated herein. E. Governing Law. This Agreement shall be made in and shall be governed by and interpreted in accordance with the laws of the State of Washington and the City of PAGE 9 OF 28 Work in accordance with all applicable federal, state, county and city laws, codes and ordinances. F. Joint Drafting Effort. This Agreement shall be considered for all purposes as prepared by the joint efforts of the Parties and shall not be construed against one party or the other as a result of the preparation, substitution, submission or other event of negotiation, drafting or execution. G. Jurisdiction and Venue. Any lawsuit or legal action brought by any party to enforce or interpret this Agreement or any of its terms or covenants shall be brought in the King County Superior Court for the State of Washington at the Maleng Regional Justice Center in Kent, King County, Washington, or its replacement or successor. Consultant hereby expressly consents to the personal and exclusive jurisdiction and venue of such court even if Consultant is a foreign corporation not registered with the State of Washington. H. Severability. part of this Agreement is illegal or unenforceable shall not cancel or invalidate the remainder of this Agreement, which shall remain in full force and effect. I. Sole and Entire Agreement. This Agreement contains the entire agreement of the Parties and any representations or understandings, whether oral or written, not incorporated are excluded. J. Time is of the Essence. Time is of the essence of this Agreement and each and all of its provisions in which performance is a factor. Adherence to completion dates set forth in the description of the Work is essential to this Agreement. K. Third-Party Beneficiaries. Nothing in this Agreement is intended to, nor shall be construed to give any rights or benefits in the Agreement to anyone other than the Parties, and all duties and responsibilities undertaken pursuant to this Agreement will be for the sole and exclusive benefit of the Parties and no one else. L. Binding Effect. The Parties each bind themselves, their partners, successors, assigns, and legal representatives to the other party to this Agreement, and to the partners, successors, assigns, and legal representatives of such other party with respect to all covenants of the Agreement. M. Waivers. failure to enforce any provision of this Agreement shall not be a waiver and shall not PAGE 10 OF 28 prevent either the City or Consultant from enforcing that provision or any other provision of this Agreement in the future. Waiver of breach of any provision of this Agreement shall not be deemed to be a waiver of any prior or subsequent breach unless it is expressly waived in writing. N. Counterparts. The Parties may execute this Agreement in any number of counterparts, each of which shall constitute an original, and all of which will together constitute this one Agreement. IN WITNESS WHEREOF, the Parties have voluntarily entered into this Agreement as of the date last signed by the Parties below. CITY OF RENTON By:_____________________________ CONSULTANT By:____________________________ Armondo Pavone Mayor Ronald R. Butcher, Principal Director Asset Management _____________________________ Date Attest _____________________________ Jason A. Seth City Clerk Approved as to Legal Form By: __________________________ Shane Malone City Attorney 5/17/2024 Approved by Cheryl Beyer via email 4/10/2024 __________________________ Date PAGE 11 OF 28 EXHIBIT A1- SCOPE OF WORK (Public Works Department) APPROACH The City of Renton is seeking a detailed Asset Management Plan, which will guide the organization through the next few years to deliver an effective and efficient Asset Management program concentrated on multiple departments, with high quality results, and initiatives. The purpose of this project is to conduct a review of current software, GIS, asset management practices, related tools, processes, requirements and goals; provide a new framework, governance, knowledge and build consensus for a unified view of the efforts needed to align your existing & future asset management philosophies and systems throughout all City Asset Management Team members. The first project goal should be to produce a Asset Management RoadMap that defines the critical path and steps necessary for the continued development and enhancement of the GIS, Cityworks AMS, and Asset Management programs that will improve staff productivity, service and enable data driven decisions. This plan will provide a detailed view of the existing software, GIS, asset management practices, data and systems, and establish a vision for the future with core recommendations and sequencing for the development and/or deployment of: Define levels of service Develop solutions to areas for improvement identified Identify short- and long-term plans for AMP roadmap. Identify and develop: o Best Management Practices o Standard Operating Procedures o Workflow improvements. Review alternative asset management software tools and recommend software tools. Discuss staffing requirements/needs. Define responsibilities for AMP development. The plan will examine existing intra-group coordination (governance), GIS data, asset data, existing tools, regulatory requirements, data quality, best management practices, standard operating procedures, and maintenance workflows, identify needed data and analyze existing/future integrations with other asset in a manageable plan that includes staffing, training, and overall governance requirements as well as a recommended sequencing/phasing. At an overarching high-level, this Asset Management RoadMap will meet the following goals: 1. Improve the collection of data and tracking of activities the City reports on to comply with self- defined goals and/or other regulatory requirements 2. Collect compile, and analyze data regarding City activities to help the City to make evidence- based business and financial decisions about its assets 3. Empower City employees with the information they need to excel in their work These overarching goals will be realized via our Asset Management Roadmap that will: Review existing systems, data, workflows, governance, and solutions in place PAGE 12 OF 28 Understand and document prioritized future requirements Identify and develop Best Management Practices, Standard Operating Procedures, and opportunities for workflow improvement Identify points of integration (e.g., Financial System, SCADA, CCTV) Lead discussions and education through examples and peer best practices Recommend changes required in the GIS (data, structure, applications, etc.) to achieve and enhance required services and commitments Recommend changes in governance and operations to support and expand the role and use of asset management best practices within the City by members or City staff/supporters Recommend additional software for asset management analysis Identify opportunities for application improvement, retirement, or development Recommend enhancements to workflows and procedures for archiving asset data, creating new GIS layers, delivering data to member staff and to the public via the internet financial and schedule parameters. In RoadMap projects, Timmons Group typically prefers to use a Phased Approach to meet project goals. Each phase in our project methodology contains multiple steps, which will ultimately lead to the creation of a successful Asset Management RoadMap. The over-arching goal of this initial project is to develop follow on phasing and tasks that are developed from a place of being well informed as to current conditions, so that the appropriate level of effort to achieve success in each defined phase and task is realistic and achievable. At each phase of this initial project, project steps and deliverables are defined that are specifically tailored to the needs of the City of Renton, and the completion of each stage is a project Milestone. The sections below outline what a typical Asset Management RoadMap project is comprised of: TASK 1 - ASSESS This stage of the project is most crucial for information gathering that will serve as the foundation of the project. This task will be comprised of: Task A: Project Initiation Task B: Assessment of Existing Data, Information & Processes Task C-1: Develop Framework and Roadmap for AMP Steps: 1. Kick-Off Presentation a. Discuss project schedule, scope, milestones, and deliverables. b. Identify main contacts and communications protocols. c. Establish a detailed schedule of meetings and workshops and schedule meetings and workshops. d. Request needed information and data. 2. Obtain other required information 3. Develop Asset Management Roadmap framework Timmons Group will requ architectural and process management documents. Process management documents include standard operating procedures (SOPs) for GIS/CMMS/Asset Management activities like system and data governance, data editing/updates, data quality review, data archiving, creating new GIS layers, creating, Task A: Project Initiation PAGE 13 OF 28 and maintaining metadata and reports, delivering data, Cityworks configuration, workflows and reports to member staff and to the public via the internet and data analysis requirements. It is understood that the City may not have a lot of these processes formally documented which is not uncommon.Our goal will be to maximize time spent with your staff, and the better prepared we are for the meetings the more productive they will be. Task A Deliverables: 1. Project Kickoff Meeting 2. Project Schedule 3. Project Team 4. Task A Assumptions: 1. Kickoff Meeting will be held remotely via Teams 2. The Project Schedule will be reviewed and approved by Renton Staff within 2 weeks Workshops with the key stakeholders will be conducted to collect information and provide a knowledge transfer opportunity. The goal of these workshops is to provide a forum for information exchange between the City and Timmons Group. The key stakeholders will have an opportunity to understand more about how GIS, CMMS, and asset management solutions are successfully implemented and used by government entities. Timmons Group will gain an understanding of the specific business requirements, data, existing systems, existing work processes and future business requirements of the City. We will also lead the participants in realizing what performance measures and metrics will be most beneficial for the GIS/CMMS and Asset Management programs. Key stakeholders include: Primary member business unit subject-matter-experts, especially those responsible for core GIS/CMMS/asset management data and specific business applications Primary asset management data consumers (and future consumers), especially those with existing GIS and map-centric applications City leadership responsible for using, maintaining or supporting GIS, CMMS, asset management, and IT staff responsible for using maintaining or supporting GIS, CMMS, and asset management. Timmons Group will conduct group workshops according to defined groups. Group workshops will help Timmons Group understand the dynamics of the City and identify knowledge gaps, training opportunities and other needs. We anticipate being on-site for a total of 3 days (24 total hours) for these workshops and meetings to be conducted over 3 consecutive days. Prior to the first workshops we will hold one two- hour in duration demonstration of asset management capabilities of Cityworks and a third-party tool to introduce asset management concepts withing Cityworks and third party business parent tools to Renton resources to help set the context for the remaining meetings, all should attend this educational session. The sessions will give the workshop attendees an opportunity to review and understand the software, potential impacts and changes in their daily business processes, and the purpose of adopting possibly adopting new tools (not just Cityworks) and/or workflows within Cityworks. We strongly believe that all levels of end users of the system need representation within these meetings. PAGE 14 OF 28 During the workshops, our implementation team will analyze the various technological, operational, and organizational elements of City business. This will be an essential procedure to ensure the planned framework for an Asset Management Plan can deliver the feature-rich data needed to support the numerous complex operations and maintenance and planning activities undertaken by the various departments. We understand that the City has already documented some of your workflows and that our effort will concentrate around ensuring Cityworks is utilized to its full potential and that we consider/review with the City potential workflow edits as well as to document for the first-time other workflows, to accomplish this. In support of these efforts, our implementation team will analyze with each Functional Group the following critical elements: Business Drivers The core functions that will benefit from the implementation of a asset management plan. These may include financial planning, maintenance management plans, inventory, custom billing, time tracking, engineering planning and design, construction inspection and administration, operations and maintenance, inspections, regulatory compliance, customer service, disaster preparedness and emergency response, executive decision processes, etc. Workflows Current departmental/Functional Group (internal and external) business processes and work flows that will either contribute to, be enhanced by, further leveraging of Cityworks and or other tools. Key workflows that should be analyzed include, but are not limited to, financial costs, inventory / data capture and maintenance, data distribution, data consumption, system planning and analysis, customer inquiry, reporting, etc. Systems and Applications Information technology and process automation tools currently deployed and maintained by the City or Functional Group should be investigated and analyzed in terms of their ability to support Cityworks & GIS. Additionally, existing business applications such as financial systems, CCTV, etc., should be investigated to determine the best manner by which to integrate with the Cityworks platform. Data Existing data sets (spatial and tabular) and reports maintained for the purpose of supporting the daily operation and maintenance of the departments and their associated processes must be inventoried and analyzed for the purpose of supporting the development of an Asset Management Plan. Best Practices Established asset management best practices, as they relate to the City or currently fall within the spectrum, should be established and benchmarked for the purpose of establishing the recommended changes needed to guide the City to its ultimate Cityworks deployment and Asset Management Plan adoption goals and objectives. Timmons Group will organize, with the assistance of the City Project Manager a series of workshops with senior level stakeholders that represent core functional groups. Core functional groups are defined as: 1) GIS/IT 2) Cityworks Admin 3) Water 4) Wastewater 5) Surface Water 6) Transportation Division 7) Airport 8) Facilities The purpose of these in-person meetings and workshops will be to: progress, and historical use of GIS and Cityworks including high-level workflows Introduce Renton staff to establish asset management concepts. PAGE 15 OF 28 Assist Renton to reach common understanding among key staff and develop asset management strategy and goals. Assist Renton to understand key benefits to a strategic AMP. Identify areas for improvement needed to develop the AMP. Assess and confirm asset management capabilities. Discern/Confirm the current state of tools, data and computing platforms The results of these in-person meetings and workshops will result in: Review and summarize information obtained during workshops, meetings, and interviews. Review existing Cityworks and GIS data to understand information collected historically. Summarize assessment finding for development of AMP framework and Phase 2 scope of work. Task B Deliverables: 1. Remote Meeting to Demonstrate Cityworks and Asset Management Software 2. 4 Days of Onsite Discovery a. Day 1 GIS, IT, and Cityworks Administration b. Day 2 Water and Wastewater c. Day 3 Surface Water and Transportation d. Day 4 Airport and Facilities Task B Assumptions: 1. Discovery meetings will have a maximum capacity of 20 People 2. Timmons Group will send three people onsite Timmons Group will conduct a second group of workshops according to defined groups. We anticipate being remote for a total of 3 days (24 total hours) for these workshops and meetings to be conducted over 3 consecutive days. This second round of workshops will be to: Define levels of service. Develop solutions to areas for improvement identified during assessment workshops. Identify short- and long-term plans for AMP roadmap. Identify and develop: o Best Management Practices o Standard Operating Procedures o Opportunities for workflow improvements. Review alternative asset management software tools and recommend software tools. Discuss staffing requirements/needs Define responsibilities for AMP development. Task C-1 Deliverables: PAGE 16 OF 28 1. 24 additional hours of discovery to support follow up from onsite discovery Task C-1 Assumptions: 1. Workshops will be held via Teams TASK 2 - PLAN The second and final stage of the this initial project will encapsulate all of the assessment and other information created during the project to develop a Asset Management Plan and also a scope of work for Phase 2 that together form the final RoadMap that will guide the City. Steps: 4. Review & Analyze data to develop priorities 5. Needs Prioritizations 6. Recommendations 7. Financial Planning/Long term funding strategy 8. AMP Roadmap 9. Scope of Work for Phase 2 10. Presentation The next step in the AMP Report project will take deliverables from previous project tasks and create actionable recommendations designed to improve the asset management programs organization, content and use. The AMP Report will articulate specific steps with estimated costs. project team to develop the emerging priorities observed and uncovered. These priorities will be the foundation for the Asset Management RoadMap development in Task 2. Our team prefers to use priority matrices for ranking granular items such as individual applications/workflows or more typically, individual initiatives. In the sample matrix below, we can see a prioritized list of datasets. These can include existing datasets or desired datasets uncovered during the initial surveys, workshops, and feedback sessions. The matrix on the following page includes key measures (constructed with feedback from the client) for both the value of the datasets and also the cost of the dataset. These scores are aggregated to help illuminate low-hanging data items that should be in reviewed when the plan is developed as one criterion for prioritization. It also begins the process of defining data owners a key to any successful Asset Management program. These methods we have developed while doing multiple asset management plan roadmaps assist us in not only understanding what our clients have/do not have but also what they consider important/not so important. The analysis we perform will consider these aspects as well as costs associated with collecting/maintaining the data end users require to perform their individual initiatives, all of which fold into the overall asset management strategy. Our team within this task will: PAGE 17 OF 28 Review and analyze information collected in workshops, meetings, and interviews to develop priorities for the AMP. Assist in defining general criteria for critical assets and operations. Develop financial planning and long-term funding strategy. Summarize framework and roadmap for AMP to be incorporated into the AMP report Task C-2 Deliverables: 1. Timmons Group will produce a list of requirements documented during discovery 2. Requirements will be categorized into logical groupings like Workflow, Data Management, Integrations, Etc. 3. Timmons Group will create a draft AMP outline Task C-2 Assumptions: 1. Renton will review and approve requirements document 2. Renton will review and approve AMP outline The next step in the Cityworks Roadmap project will take deliverables from previous project tasks and create actionable recommendations designed to improve the asset management organization, content and use. The AMP Report will articulate specific steps with estimated costs. The AMP Report will: Develop a report summarizing the framework, roadmap, and recommendations for the Renton strategic AMP. Some anticipated areas to be detailed are: o Identify business user requirements with the goal of providing GIS/Cityworks/Asset Management capabilities that address the current and near future needs o Recommend changes required in the GIS/Cityworks/Asset Management program (data, structure, applications, etc.) to achieve and enhance required services and commitments o Recommend changes in governance and operations to support and expand the role and use of GIS/Cityworks/Asset Management tools (Cityworks) within the City o Recommend new data layers and improvements to existing layers o Recommend enhancements to workflows and procedures for archiving data, quality assurance and control, creating and maintaining data, delivering data to staff and to the public via the internet, Defining and Introducing BMPs and SOPs where appropriate o Create a plan for integrating GIS, CMMS, asset management tools with other IT systems o Create a phased schedule and budget for Phase 2 in coordination with Renton detailing the implementing of the GIS/CMMS/Asset Management/ (Cityworks AMS, and associated Our team will prepare a comprehensive Scope of Work (Phase 2) that will define the level of funding, implemented AMP program requires the development and adherence to a manageable implementation schedule. It is important that this schedule considers stated parameters and the optimal time for the deployment of the various components. Our team will develop an implementation schedule that fits within ject and ensure PAGE 18 OF 28 that a systematic, cost-effective implementation plan is produced. The implementation budget & schedule will include the following recommended expenditures: Organizational changes Software licensing Data development efforts Data maintenance tools Applications development and integrations. Integrations Training Long-term support AMP Report Preparation and Presentation Our team will prepare and present a draft of the AMP Report for the City. This AMP Report will be presented in digital format for review. The City will review the AMP Report and provide comments and clarifications. This will ensure our team has properly captured existing user requirements, recommendations and developed an implementation plan that will deliver the desired outcomes. We will use reviewer comments to prepare the final RoadMap, which shall be presented to the City in digital format. Timmons Group will make a final presentation and a set of meetings of the AMP Report plan virtually with an accompanying PowerPoint presentation for stakeholders at the conclusion of this initial phase of this AMP Report project. Task D Deliverables: 1. Timmons group will produce a draft of the AMP plan fully populated with finding from discovery, actionable initiatives, recommended Cityworks changes, proposed project timelines 2. Timmons group will meet with Renton stakeholders to review AMP draft 3. Timmons Group will produce a final draft of the AMP and review in a meeting with stakeholders including a PowerPoint presentation for stakeholders 4. Timmons Group will produce a Rough Order of Magnitude budget for all items proposed in the AMP Task D Assumptions: 1. Renton staff will review and approve AMP Draft within 2 weeks of delivery 2. Renton staff will review and approve AMP Final Draft within 2 weeks of delivery 3. All review meetings will be held via Teams 4. Deliverables will be in a digital format PAGE 19 OF 28 FEE: EXHIBIT B1 (PUBLIC WORKS DEPARTMENT) If during the proposed project a change is identified, the Timmons Group project manager will document the needed change and coordinate with the Renton project manager to validate if the change should be brought into scope. Once the decision has been made to bring the change into scope the Timmons Group project manager will document the change in a change order. The fee associated with the change order will utilize a blended rate of 165.00 per hour. Estimated Project Duration is 6 Months. EXHIBIT A2 - SCOPE OF WORK (Parks and Recreation Department) Product Code Fixed Fee Task 1 Assess $59,260.00 Fixed Fee Tasks 2 - Plan $31,420.00 Fixed Fee Travel $7,260.00 Total $97,940.00 PAGE 20 OF 28 APPROACH The City of Renton is seeking a detailed Asset Management Plan, which will guide the organization through the next few years to deliver an effective and efficient Asset Management program concentrated on multiple departments, with high quality results, and initiatives. The purpose of this project is to conduct a review of current software, GIS, asset management practices, related tools, processes, requirements and goals; provide a new framework, governance, knowledge and build consensus for a unified view of the efforts needed to align your existing & future asset management philosophies and systems throughout all City Asset Management Team members. The first project goal should be to produce a Asset Management RoadMap that defines the critical path and steps necessary for the continued development and enhancement of the GIS, Cityworks AMS, and Asset Management programs that will improve staff productivity, service and enable data driven decisions. This plan will provide a detailed view of the existing software, GIS, asset management practices, data and systems, and establish a vision for the future with core recommendations and sequencing for the development and/or deployment of: Define levels of service Develop solutions to areas for improvement identified Identify short- and long-term plans for AMP roadmap. Identify and develop: o Best Management Practices o Standard Operating Procedures o Workflow improvements. Review alternative asset management software tools and recommend software tools. Discuss staffing requirements/needs. Define responsibilities for AMP development. The plan will examine existing intra-group coordination (governance), GIS data, asset data, existing tools, regulatory requirements, data quality, best management practices, standard operating procedures and maintenance workflows, identify needed data and analyze existing/future integrations with other asset and presented in a manageable plan that includes staffing, training, and overall governance requirements as well as a recommended sequencing/phasing. At an overarching high-level, this Asset Management RoadMap will meet the following goals: 4. Improve the collection of data and tracking of activities the City reports on to comply with self- defined goals and/or other regulatory requirements 5. Collect compile, and analyze data regarding City activities to help the City to make evidence- based business and financial decisions about its assets 6. Empower City employees with the information they need to excel in their work These overarching goals will be realized via our Asset Management Roadmap that will: Review existing systems, data, workflows, governance, and solutions in place Understand and document prioritized future requirements PAGE 21 OF 28 Identify and develop Best Management Practices, Standard Operating Procedures, and opportunities for workflow improvement Identify points of integration (e.g., Financial System, SCADA, CCTV) Lead discussions and education through examples and peer best practices Recommend changes required in the GIS (data, structure, applications, etc.) to achieve and enhance required services and commitments Recommend changes in governance and operations to support and expand the role and use of asset management best practices within the City by members or City staff/supporters Recommend additional software for asset management analysis Identify opportunities for application improvement, retirement, or development Recommend enhancements to workflows and procedures for archiving asset data, creating new GIS layers, delivering data to member staff and to the public via the internet Create a schedule and budget for implementing the recommendations that fit with financial and schedule parameters. In RoadMap projects, Timmons Group typically prefers to use a Phased Approach to meet project goals. Each phase in our project methodology contains multiple steps, which will ultimately lead to the creation of a successful Asset Management RoadMap. The over-arching goal of this initial project is to develop follow on phasing and tasks that are developed from a place of being well informed as to current conditions, so that the appropriate level of effort to achieve success in each defined phase and task is realistic and achievable. At each phase of this initial project, project steps and deliverables are defined that are specifically tailored to the needs of the City of Renton, and the completion of each stage is a project Milestone. The sections below outline what a typical Asset Management RoadMap project is comprised of: TASK 1 - ASSESS This stage of the project is most crucial for information gathering that will serve as the foundation of the project. This task will be comprised of: Task A: Project Initiation Task B: Assessment of Existing Data, Information & Processes Task C-1: Develop Framework and Roadmap for AMP Steps: 4. Kick-Off Presentation a. Discuss project schedule, scope, milestones, and deliverables. b. Identify main contacts and communications protocols. c. Establish a detailed schedule of meetings and workshops and schedule meetings and workshops. d. Request needed information and data. 5. Obtain other required information 6. Develop Asset Management Roadmap framework architectural and process management documents. Process management documents include standard operating procedures (SOPs) for GIS/CMMS/Asset Management activities like system and data governance, data editing/updates, data quality review, data archiving, creating new GIS layers, creating and maintaining metadata and reports, delivering data, Cityworks configuration, workflows and reports to Task A: Project Initiation PAGE 22 OF 28 member staff and to the public via the internet and data analysis requirements. It is understood that the City may not have a lot of these processes formally documented which is not uncommon.Our goal will be to maximize time spent with your staff, and the better prepared we are for the meetings the more productive they will be. Task A Deliverables: 5. Project Kickoff Meeting 6. Project Schedule 7. Project Team 8. Task A Assumptions: 3. Kickoff Meeting will be held remotly via Teams 4. The Project Schedule will be reviwed and approved by Renton Staff within 2 weeks Workshops with the key stakeholders will be conducted to collect information and provide a knowledge transfer opportunity. The goal of these workshops is to provide a forum for information exchange between the City and Timmons Group. The key stakeholders will have an opportunity to understand more about how GIS, CMMS, and asset management solutions are successfully implemented and used by government entities. Timmons Group will gain an understanding of the specific business requirements, data, existing systems, existing work processes and future business requirements of the City. We will also lead the participants in realizing what performance measures and metrics will be most beneficial for the GIS/CMMS and Asset Management programs. Key stakeholders include: Primary member business unit subject-matter-experts, especially those responsible for core GIS/CMMS/asset management data and specific business applications Primary asset management data consumers (and future consumers), especially those with existing GIS and map-centric applications City leadership responsible for using, maintaining or supporting GIS, CMMS, asset management, and IT staff responsible for using maintaining or supporting GIS, CMMS, and asset management. Timmons Group will conduct group workshops according to defined groups. Group workshops will help Timmons Group understand the dynamics of the City and identify knowledge gaps, training opportunities and other needs. We anticipate being on-site for a total of 3 days (24 total hours) for these workshops and meetings to be conducted over 3 consecutive days. Prior to the first workshops we will hold one two- hour in duration demonstration of asset management capabilities of Cityworks and a third party tool to introduce asset management concepts withing Cityworks and third party business parent tools to Renton resources to help set the context for the remaining meetings, all should attend this educational session. The sessions will give the workshop attendees an opportunity to review and understand the software, potential impacts and changes in their daily business processes, and the purpose of adopting possibly adopting new tools (not just Cityworks) and/or workflows within Cityworks. We strongly believe that all levels of end users of the system need representation within these meetings. PAGE 23 OF 28 During the workshops, our implementation team will analyze the various technological, operational, and organizational elements of City business. This will be an essential procedure to ensure the planned framework for an Asset Management Plan can deliver the feature-rich data needed to support the numerous complex operations and maintenance and planning activities undertaken by the various departments. We understand that the City has already documented some of your workflows and that our effort will concentrate around ensuring Cityworks is utilized to its full potential and that we consider/review with the City potential workflow edits as well as to document for the first-time other workflows, to accomplish this. In support of these efforts, our implementation team will analyze with each Functional Group the following critical elements: Business Drivers The core functions that will benefit from the implementation of a asset management plan. These may include financial planning, maintenance management plans, inventory, custom billing, time tracking, engineering planning and design, construction inspection and administration, operations and maintenance, inspections, regulatory compliance, customer service, disaster preparedness and emergency response, executive decision processes, etc. Workflows Current departmental/Functional Group (internal and external) business processes and work flows that will either contribute to, be enhanced by, further leveraging of Cityworks and or other tools. Key workflows that should be analyzed include, but are not limited to, financial costs, inventory / data capture and maintenance, data distribution, data consumption, system planning and analysis, customer inquiry, reporting, etc. Systems and Applications Information technology and process automation tools currently deployed and maintained by the City or Functional Group should be investigated and analyzed in terms of their ability to support Cityworks & GIS. Additionally, existing business applications such as financial systems, CCTV, etc., should be investigated to determine the best manner by which to integrate with the Cityworks platform. Data Existing data sets (spatial and tabular) and reports maintained for the purpose of supporting the daily operation and maintenance of the departments and their associated processes must be inventoried and analyzed for the purpose of supporting the development of an Asset Management Plan. Best Practices Established asset management best practices, as they relate to the City or currently fall within the spectrum, should be established and benchmarked for the purpose of establishing the recommended changes needed to guide the City to its ultimate Cityworks deployment and Asset Management Plan adoption goals and objectives. Timmons Group will organize, with the assistance of the City Project Manager a series of workshops with senior level stakeholders that represent core functional groups. Core functional groups are defined as: 9) Parks and Recreation The purpose of these in-person meetings and workshops will be to: progress, and historical use of GIS and Cityworks including high-level workflows Introduce Renton staff to establish asset management concepts. Assist Renton to reach common understanding among key staff and develop asset management strategy and goals. Assist Renton to understand key benefits to a strategic AMP. Identify areas for improvement needed to develop the AMP. Assess and confirm asset management capabilities. Discern/Confirm the current state of tools, data and computing platforms PAGE 24 OF 28 The results of these in-person meetings and workshops will result in: Review and summarize information obtained during workshops, meetings, and interviews. Review existing Cityworks and GIS data to understand information collected historically. Summarize assessment finding for development of AMP framework and Phase 2 scope of work. Task B Deliverables: 3. Remote Meeting to Demonstrate Cityworks and Asset Management Software 4. 2 Days of remote Discovery a. Day 1 Parks Cityworks and Asset Management Utilization b. Day 2 Parks Cityworks Workflows and Assets Discussion c. Task B Assumptions: 3. Discovery meetings will occure over Teams 4. Timmons Group will conduct a second group of workshops according to defined groups. We anticipate being remote for a total of 3 days (24 total hours) for these workshops and meetings to be conducted over 3 consecutive days. This second round of workshops will be to: Define levels of service. Develop solutions to areas for improvement identified during assessment workshops. Identify short- and long-term plans for AMP roadmap. Identify and develop: o Best Management Practices o Standard Operating Procedures o Opportunities for workflow improvements. Review alternative asset management software tools and recommend software tools. Discuss staffing requirements/needs Define responsibilities for AMP development. Task C-1 Deliverables: 2. 24 additional hours of discovery to support follow up from onsite discovery Task C-1 Assumptions: 2. Workshops will be held via Teams PAGE 25 OF 28 TASK 2 - PLAN The second and final stage of the this initial project will encapsulate all of the assessment and other information created during the project to develop a Asset Management Plan and also a scope of work for Phase 2 that together form the final RoadMap that will guide the City. Steps: 11. Review & Analyze data to develop priorities 12. Needs Prioritizations 13. Recommendations 14. Financial Planning/Long term funding strategy 15. AMP Roadmap 16. Scope of Work for Phase 2 17. Presentation The next step in the AMP Report project will take deliverables from previous project tasks and create actionable recommendations designed to improve the asset management programs organization, content and use. The AMP Report will articulate specific steps with estimated costs. project team to develop the emerging priorities observed and uncovered. These priorities will be the foundation for the Asset Management RoadMap development in Task 2. Our team prefers to use priority matrices for ranking granular items such as individual applications/workflows or more typically, individual initiatives. In the sample matrix below, we can see a prioritized list of datasets. These can include existing datasets or desired datasets uncovered during the initial surveys, workshops, and feedback sessions. The matrix on the following page includes key measures (constructed with feedback from the client) for both the value of the datasets and also the cost of the dataset. These scores are aggregated to help illuminate low-hanging data items that should be in reviewed when the plan is developed as one criterion for prioritization. It also begins the process of defining data owners a key to any successful Asset Management program. These methods we have developed while doing multiple asset management plan roadmaps assist us in not only understanding what our clients have/do not have but also what they consider important/not so important. The analysis we perform will consider these aspects as well as costs associated with collecting/maintaining the data end users require to perform their individual initiatives, all of which fold into the overall asset management strategy. Our team within this task will: Review and analyze information collected in workshops, meetings, and interviews to develop priorities for the AMP. Assist in defining general criteria for critical assets and operations. Develop financial planning and long-term funding strategy. Summarize framework and roadmap for AMP to be incorporated into the AMP report Task C-2 Deliverables: 4. Timmons Group will produce a list of requirments documented during discovery PAGE 26 OF 28 5. Requirments will be catagorized into logical groupings like Workflow, Data Management, Integrations, Etc. 6. Timmons Group will create a draft AMP outline Task C-2 Assumptions: 3. Renton will review and approve requirments document 4. Renton will review and approve AMP outline The next step in the Cityworks Roadmap project will take deliverables from previous project tasks and create actionable recommendations designed to improve the asset management organization, content and use. The AMP Report will articulate specific steps with estimated costs. The AMP Report will: Develop a report summarizing the framework, roadmap, and recommendations for the Renton strategic AMP. Some anticipated areas to be detailed are: o Identify business user requirements with the goal of providing GIS/Cityworks/Asset Management capabilities that address the current and near future needs o Recommend changes required in the GIS/Cityworks/Asset Management program (data, structure, applications, etc.) to achieve and enhance required services and commitments o Recommend changes in governance and operations to support and expand the role and use of GIS/Cityworks/Asset Management tools (Cityworks) within the City o Recommend new data layers and improvements to existing layers o Recommend enhancements to workflows and procedures for archiving data, quality assurance and control, creating and maintaining data, delivering data to staff and to the public via the internet, Defining and Introducing BMPs and SOPs where appropriate o Create a plan for integrating GIS, CMMS, asset management tools with other IT systems o Create a phased schedule and budget for Phase 2 in coordination with Renton detailing the implementing of the GIS/CMMS/Asset Management/ (Cityworks AMS, and associated Our team will prepare a comprehensive Scope of Work (Phase 2) that will define the level of funding, implemented AMP program requires the development and adherence to a manageable implementation schedule. It is important that this schedule considers stated parameters and the optimal time for the deployment of the various components. Our team will develop an implementation schedule that fits within of the project and ensure that a systematic, cost-effective implementation plan is produced. The implementation budget & schedule will include the following recommended expenditures: Organizational changes Software licensing Data development efforts Data maintenance tools Applications development and integrations. Integrations Training Long-term support PAGE 27 OF 28 AMP Report Preparation and Presentation Our team will prepare and present a draft of the AMP Report for the City. This AMP Report will be presented in digital format for review. The City will review the AMP Report and provide comments and clarifications. This will ensure our team has properly captured existing user requirements, recommendations and developed an implementation plan that will deliver the desired outcomes. We will use reviewer comments to prepare the final RoadMap, which shall be presented to the City in digital format. Timmons Group will make a final presentation and a set of meetings of the AMP Report plan virtually with an accompanying PowerPoint presentation for stakeholders at the conclusion of this initial phase of this AMP Report project. Task D Deliverables: 5. Timmons group will produce a draft of the AMP plan fully populated with finding from discovery, actionable initatives, recommended Cityworks changes, proposed project timelines 6. Timmons group will meet with Renton stakeholders to review AMP draft 7. Timmons Group will produce a final draft of the AMP and review in a meeting with stakeholders including a PowerPoint presentation for stakeholders 8. Timmons Group will produce a Rough Order of Magnatue budget for all items proposed in the AMP Task D Assumptions: 5. Renton staff will review and approve AMP Draft within 2 weeks of delivery 6. Renton staff will review and approve AMP Final Draft within 2 weeks of delivery 7. All review meetings will be held via Teams 8. Deliverables will be in a digital format PAGE 28 OF 28 FEE: EXHIBIT B2 (PARKS AND RECREATION DEPARTMENT) If during the proposed project a change is identified, the Timmons Group project manager will document the needed change and coordinate with the Renton project manager to validate if the change should be brought into scope. Once the decision has been made to bring the change into scope the Timmons Group project manager will document the change in a change order. The fee associated with the change order will utilize a blended rate of 165.00 per hour. Estimated Project Duration is 6 Months. Product Code Fixed Fee Task 1 Assess $28,860.00 Fixed Fee Tasks 2 - Plan $26,740.00 Total $55,600.00