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HomeMy WebLinkAbout04. Draft Position Paper to amend agreement with Woolpert, Inc. for DP 8242Central Contra Costa Sanitary District BOARD OF DIRECTORS D POSITION PAPER Board Meeting Date: June 16, 2016 Subject: 4. FIT AUTHORIZE THE GENERAL MANAGER TO AMEND AN EXISTING AGREEMENT WITH WOOLPERT, INC. FOR PROFESSIONAL CONSULTING SERVICES FOR THE CMMS REPLACEMENT, DISTRICT PROJECT 8242 Submitted By: Dana Lawson Senior Engineer Initiating Dept./Div.: Engineering & Technical Services/ Planning & Development Services REVIEWED AND RECOMMENDED FOR BOARD ACTION: D. Gemmell — Planning and Development Services Division Manager JM. Petit — Director of Engineering & Technical Services A. Sasaki — Deputy General Manager & Director of Operations Roger S. Bailey General Manager ISSUE: Board of Directors' authorization is required for the General Manager to amend an existing professional services agreement if the amendment is greater than 15% of the original agreement amount. BACKGROUND: On June 4, 2015, after completing a formal request for proposals and interview process, staff selected Woolpert, Inc. to implement the new computerized maintenance management system (CMMS). The District entered into a $400,000 contract with Woolpert, Inc. and issued a notice to proceed on July 1, 2015. The implementation design phase of the effort has been completed and the new CMMS is currently being configured and implemented. The current contract is 40% expended, to date, with the system expected to go live in December 2016 for the collection system, fleet, treatment plant, and pumping stations. Staff is now recommending that the District amend the agreement to include integrations not in the original agreement and stagger the integrations and the go -live dates of the collection system and treatment plant. Two integrations are recommended, each estimated at $30,000 for a total of $60,000. The first integrates the SCADA historian for runtime hours to trigger preventative maintenance work orders; and the second integrates SunGard (the District's financial system) for material transactions to be recorded to the work orders to achieve full costing against the asset, which currently exists between the existing CMMS (Mainsaver) and Sungard. The remaining budget amendment will stagger the integrations since the collection system and fleet workgroups are progressing at a faster pace, due to fewer asset types, and will allow them to go live in August 2016, instead of waiting until December. This additional time will also allow collection system and fleet staff to pilot mobile devices on Page 1 of 2 POSITION PAPER Board Meeting Date: June 16, 2016 Subject: AUTHORIZE THE GENERAL MANAGER TO AMEND AN EXISTING AGREEMENT WITH WOOLPERT, INC. FOR PROFESSIONAL CONSULTING SERVICES FOR THE CMMS REPLACEMENT, DISTRICT PROJECT 8242 the newly configured system prior to going live with the treatment plant and pumping stations. The CMMS Replacement project addresses several goals in the Strategic Plan for Fiscal Year (FY) 2015-16 through: • Goal One's Initiative related to "Establish defined cleaning cycles on a yearly basis"; and • Goal Six's Initiative related to "Use computerized maintenance management system (CMMS) enhancements to align with present and future asset management program needs." And also for next FY 2016-17's Strategic Plan through: • Goal Two's Initiative related to "Complete the collection system scheduled maintenance on time and optimize cleaning schedules to improve efficiencies (geographical optimization)"; • Goal Five's Initiative related to "Manage and maintain current equipment and vehicle fleet to provide maximum value"; and • Goal Six's Initiative related to "Expand and improve the use of cost-effective mobile computing and communication technologies." ALTERNATIVES/CONSIDERATIONS: The Board could decide not to integrate the SCADA or financial system and/or not to stagger the implementations of the collection system and treatment plant. FINANCIAL IMPACTS: The additive cost of this amendment is $120,000 and will be funded out of the Capital Improvement Budget's General Improvement Program under the CMMS Replacement, District Project 8242. COMMITTEE RECOMMENDATION: The Engineering & Operations Committee reviewed this subject at its meeting on June 7, 2016, and [recommends or does not recommendl approval of the contract amendment. RECOMMENDED BOARD ACTION: Authorize the General Manager to execute an amendment to an existing Professional Consulting Services Agreement with Woolpert, Inc. in the amount of $120,000 from $400,000 to $520,000 for the CMMS Replacement, District Project 8242. Page 2 of 2