STATEMENT OF WORK SPL EAM DEPLOYMENT FOR CLEARWATER GAS
r--u --
<i
... . .'.g... ,-.""",
J' :.
~' .. ' .<..
t."': -'"
SPC..
STATEMENT OF WORK
SPL EAM Implementation Phase 3 at Clearwater Gas
ii
Confidential Information Agreement
This document contains confidential and proprietary information. By accepting this document, the reader
hereby agrees that this documentation may not be copied, photocopied, reproduced, translated, or
reduced to any electronic medium or machine-readable form, in whole or in part, without the prior written
consent of SPL WorldGroup.
\0C-
,H \dGfOU\=!'
~~ <;PL 'I"Of
STATEMENT OF WORK
SPL EAM Implementation Phase 3 at Clearwater Gas
SPIt..
Table of Contents
III
IllI1tU ' ..' ''"t'
... u.n.
Table of Contents
Section 1. Proposed Implementation Scope of Work............................................... 1
1 .1 I NTROD UCTION ... .............. .................................... ......... .............. .............. 1
1.2 SPL IMPLEMENTATION APPROACH .........................................................1
1.3 BASE PROJECT SERVICES ..........................................................................2
1 .3.1 IMPLEMENTATION PLANNING AND
COORDI NATION....... .............. .......................... .............. ..........2
1.3.2 SOFTWARE CONFIGURATION SUPPORT ................................3
1.3.3 DATA CONVERSION AND MIGRATION
SU P PORT ............. ......................................... ............................... 6
1.3.4 INTERFACE DESIGN & DEVELOPMENT SUPPORT ..................7
1.3.5 TRAINING SUPPORT ...................................................................8
1.3.6 SYSTEM ROLLOUT SUPPORT .....................................................8
1.3.7 MISCELLANEOUS ITEMS .......................................................... 1 0
Section 2. Proposed Project Schedule...................................................................12
2.1 Microsoft Project Plan.............................................................................12
Section 3. Prici ng ................................................................................................. 1 3
3.1 INTRODUCTION ........................................................................................ 13
3.2 BASE IMPLEMENTATION SERVICES .........................................................14
3.3 ADDITIONAL IMPLEMENTATION SERVICES ...........................................15
3.4 PAY MENT TERMS....................................................................................... 1 7
Section 4. Signatu re Page..................................................................................... 1 8
Co .c.
nf/dential
and nr~_ .
STATEMENT OF WORK
SPL EAM Implementation Phase 3 at ClealWater Gas
SPIL
Section 1. Proposed Implementation Scope of Work
IIIImI'" , ~
..--.'.'~'."."" ~.f. 'l~_
,"It, ,. -~
~,J ~~,....
Section 1 . Proposed Implementation
Scope of Work
1 .1 INTRODUCTION
This Statement of Work ("Statement of Work" or "SOW") is entered into as of
, 2006 ("Statement of Work Effective Date") between SPL
W IdGroup, Inc. ("SPL") and The City of Clearwater, Florida ("Clearwater" or Client)
and is part of and subject to the terms of the Professional Services Agreement dated
February 24,2005 between SPL (nee Synergen) and Client ("Agreement").
The product now called SPL EAM (Enterprise Asset & Work Management) was known
as Synergen Series when it was licensed to the City of Clearwater on May 22, 2003 by
the predecessor corporation Synergen, Inc.
The scope of work to be preformed under this Statement of Work is the deployment of
the SPL EAM software at Clearwater Gas, "Phase 3" of the SPL EAM implementation at
the City of Clearwater.
1.2 SPL IMPLEMENTATION APPROACH
The SPL Implementation Approach is a sound, logical, proven method of seamlessly
integrating the use of SPL EAM into the City of Clearwater's Gas Department and is
the successful approach we take with all of our municipal utility customers. It is the
same approach we followed for Clearwater's Public Utilities ("Phase 1") and General
Services ("Phase 2") EAM deployments.
A key ingredient to any successful implementation is the establishment of a project
partnership resulting in the joint ownership and application of the methodology by
both the customer and SPL. We have found that with a customer/supplier team in
place whose members are jointly trained in and committed to using the methods
outlined here, an orderly and timely transition to SPL EAM can be reliably achieved.
Co f'
nndential
and nr..._._'
SPIt..
STATEMENT OF WORK
SPL EAM Implementation Phase 3 at Clearwater Gas
2
The SPL Implementation Approach for Clearwater Gas consists of the following
components:
. Implementation Planning and Coordination
. Software Configuration Support
. Data Conversion & Migration Support
. Interface Design & Development Support
. Training Support
. System Rollout Support
The proposed implementation strategy for Clearwater Gas is based upon the mutual
understanding that a new Production instance will be created by Clearwater IT for
Clearwater Gas allowing for the desired configuration and User Defined Field flexibility.
This deployment of SPL's EAM System at Clearwater Gas calls for a single-phase
system rollout of Work Management. Inventory, Timekeeping, and Customer Service
modules to the various sections within Gas, including Sales & Marketing, Installation,
Service & Repair and Construction & Maintenance. SPL will partner with the City to
provide implementation services that will insure project success. The proposed SPL
support for this project is detailed below.
1.3
BASE PROJECT SERVICES
1.3.1
IMPLEMENTATION PLANNING AND COORDINATION
SPL will provide Project Management services including project planning, project
status reporting, coordination of deliverables, and development of the Project
Implementation Plan. These services will include the facilitation of a Project Kickoff
Meeting and Site Visit at Clearwater Gas facilities. The purpose of the Kickoff Meeting
and Site Visit is to:
. Introduce the key participants in the project partnership
. Establish and clarify the role of the customer's "Core Team"
. Validate the schedule and determine the potential for schedule or resource
constraints
\('c.
\dGfO\.l~ .
_~ c;PL \fIIOf
STATEMENT OF WORK ~
SPL EAM Implementation Phase 3 at Clearwater Gas
Section 1. Proposed Implementation Scope of Work 3
. Review and clarify project roles and responsibilities
. Establish commonly agreed-upon expectations for project goals and deliverables
. Collect input for the detailed revised plan for the implementation plan and
schedule
. Provide an overview of the Project Implementation Approach
. Establish the project status reporting guidelines
The project "Core Team" should consist of Clearwater's Project Manager, System
Administrator(s) and several business area representatives from the participating
departments. Representation from functional areas such as accounting, stores,
maintenance planning, work order processing, customer service and inventory
management should be included on the Core Team. The Core Team needs to be
empowered by Clearwater management to convey the desired end-state of the
implemented system and to make the decisions (within reason) to support the
configuration of the application.
Follow-on to the Project Kickoff, SPL will conduct a Core Team Orientation session. The
objectives of this hands-on session include familiarizing the Core Team with how to
navigate within the EAM system, system integration capabilities, functional knowledge
of specific EAM modules, and an overall understanding of the of the current software
configuration at the City and the planned configuration process. This session will focus
on the anticipated requirements of Clearwater Gas.
Following the Project Kickoff and Core Team Orientation, SPL will develop a detailed
implementation plan for all components of the Phase 3 EAM Project. This plan will
include work activity descriptions, deliverable definitions, project cost estimates and a
detailed schedule. This plan will evolve during the Project lifecycle as needed in order
to continually portray the implementation accurately. An initial project timeline,
which includes SPL's scope of work assumptions, is included in Section 2.1.
DELIVERABLE: Project Kickoff/Core Team Orientation (3 Trips - 1 Project Director, 1
Business Architect, 1 Training Specialist)
DELIVERABLE: SPL Project Implementation Plan and Schedule
1.3.2
SOFTWARE CONFIGURATION SUPPORT
SPL will perform the contracted functions necessary to assist Clearwater Gas' project
team in the transition from its existing information systems and business processes to
SPL EAM. Under the direction and management of the SPL Project Manager. SPL will
facilitate the City's Core Team in a series of workshops to aid in the understanding of
Co r.
nrtdent' I
/0 and nr~_...
SPIL
STATEMENT OF WORK
SPL EAM Implementation Phase 3 at Clearwater Gas
4
configuration options available within the SPL EAM application, and the association
between Clearwater Gas' defined business workflows and the enabling SPL EAM
product. It is presumed that all affected City business function entities will be
represented on the Core Team. SPL will also provide hands-on instruction to the
Clearwater Core Team in the use of the application during structured multi-day
workshops and provide assistance through practical examples to help the Core Team
make informed configuration decisions. Time will be allocated in the schedule
between workshop weeks for the Clearwater Core Team to evaluate configuration
options (as needed), discuss business issues with management and collect/generate
data and code values for entry into the database. Clearwater Gas should also use
the time between workshops to:
. draft/modify SPL EAM facilitated business process workflows for management
review/acceptance
. work with SPL to draft the Data Migration Plan and Data Map
. begin the development of the identified system interfaces
Following the Project Kickoff/Core Team Orientation, three Configuration Workshops
have been proposed. During the first Configuration Workshop, the City and SPL will
briefly review the existing business workflow processes as well as commence the Asset
and Account Hierarchy configuration. It is assumed that Clearwater will establish a
new Production instance as part of Clearwater's EAM environment. This new instance
will allow Clearwater Gas to utilize a full set of User Defined Fields as part of their
deployment.
An additional two Configuration Workshops are proposed to address the relevant
application subsystems (Administration, Resource, Maintenance, Customer Service,
Timekeeping and Inventory). SPL will facilitate all workshops for the Clearwater Gas
Core Team. We have assumed that the Clearwater Gas Core Team will enter all
configuration data with assistance as needed from SPL. Through this process, the
Core Team becomes very familiar with the application's functionality, configurability,
and the association of SPL EAM modules with Clearwater Gas business processes. SPL
will provide a master list of configurable items to be used to guide, manage, and
track status of the process. In addition, SPL will provide a general II Go-Live Checklist"
to aid Clearwater Gas in making the necessary preparation for the future rollout
events. This checklist is based on SPL's collective implementation experience and
provided as a tool to help ensure that all activities are addressed prior to go-live.
Following completion of the application configuration workshops, SPL will work with
Clearwater Gas to develop the new business process workflow scenarios that will be
used to validate that the configured software will meet Clearwater Gas' stated
business needs. Additionally, SPL will support the execution and testing of these
workflows during a one-week Workflow Workshop that will enable a comprehensive
Clearwater Gas business-oriented test of the application. If the business workflow
processes require changes to be implemented to the system configuration, then
\nC.
,., r\dGro\J?'
_+ c.PL '1~O
STATEMENT OF WORK ~
SPL EAM Implementation Phase 3 at Clearwater Gas
Section 1. Proposed Implementation Scope of Work 5
Clearwater, with the support of SPL, will make the necessary business rule/code
table/security type changes.
The SPL EAM application has over one hundred standard reports plus capabilities to
generate ad hoc reports. The EAM application's dashboard portal provides a highly
configurable digital dashboard that allows charts and metrics to be displayed from a
user's Home Page. SPL will facilitate a workshop with Clearwater Gas to review its
reporting and indicator requirements. It is SPL's understanding that Clearwater Gas will
develop the required reports via a 3rd Party Reporting tool. Regarding the
development of the monthly indicators, it is suggested that Clearwater Gas use the
Charts and Metrics capability with the application. Note that as part of the Reports
and Indicators Workshop, SPL will describe how Charts and Metrics are developed
and provide identified follow-on support.
DELIVERABLE: SPL EAM Configuration Guide (at the beginning of Configuration
Workshop 1)
DELIVERABLE: SPL Generic Step-by-Step Workflow Spreadsheets (as part of
Configuration Workshop 1)
DELIVERABLE: Go-Live Checklist (as output of Configuration Workshop 3 - the City will
be responsible for maintaining this checklist moving forward)
DELIVERABLE: 3 Configuration Workshops (7 Trips - J Project Director, 6 Business
Architects)
DELIVERABLE: Workflow Workshop (3 Trips - J Project Director, 2 Business Architects)
DELIVERABLE: Reports & Indicators Workshop (J Trip - J Business Architect)
SRS REFERENCES: 3. J.2 Sales FuncHon
3. J .2. J InstallaHon & Appliance Sale (Configuration & Workflow
Workshops will address the most appropriate use of system to
facilitate Identified requirements)
3. J .2.2 InstallaHon & Appliance Sale - Output (Clearwater Gas to
address via a report)
3. J .2.3 Job CosHng Input Screens (ConfiguraHon & Workflow
Workshops will address the most appropriate use of system to
facilitate Identified requirements - either via Service Request or
Work Order)
3. J .2.4 Completion Date Input Screens (refer to 3. J .2.3)
3. J .2.5 Invoice Input Screen (refer to 3. J .2.3 with the caveat that
the Invoice number will be manually entered into the Billing
System as the EAM Work Order Number and the invoice date
will be the date that the invoice is entered Into the Billing System
- it is assumed that the job costing data will be extracted from
Co .c.
nndenfiol On
d nr~_._..
SPIL
STATEMENT OF WORK
SPL EAM ImplementatIon Phase 3 at Clearwater Gas
6
SPL EAM by the Gas Dept and fed to UMS, who in turn will
produce the invoice)
3. J .2.6 Service Order Permits (refer to 3. J .2. J with caveat that
SPL WO's carry permit functionality, not Service Requests)
3. J.3 Reauest for Gas Service
3. J .3. J Request for Gas Service - Input Screens (refer to 3. J .2. J)
3. J .3.2 Request for Gas Service - Output (Clearwater Gas to
address via a report)
3. J .3.3 Main Extension Feasibility Estimate - Input Screens (refer
to 3. J .2. J - WO CompaHble Unit processing)
3. J .3.4 Main Extension Feasibility Estimate - Output (Clearwater
Gas to address via a report)
3. J .3.5 System Improvements or Main Extension Authorization -
Input Screens (refer to 3. J .2. J - WO processing)
3. J .3.6 System Improvements or Main Extension Authorization -
Output (Clearwater Gas to address via a report)
3. J.4 Service & ReDair
3.1.4. J Service/Repair Record -Input Screens (refer to 3.1.2. J)
3.1.4.2 Service/Repair Record - Output (Clearwater Gas to
address via a report)
3. J.5 Distribution
3. J .5. J ConstrucHon (refer to 3. J .3.3 & 3. J .3.4)
3. J .5.2 Maintenance - Cathodic, Preventive Maintenance &
Gas Leaks (refer to 3. J.2. J)
3.2 Usability - During Worldfow Workshop, core team users will
exercise the new worldfows.
1.3.3
DATA CONVERSION AND MIGRATION SUPPORT
Clearwater Gas will have the primary responsibility for identifying and/or collecting
data to be migrated to SPL EAM. Jointly, Clearwater and SPL will develop a data
migration plan and map which will show the origin of this data and how it will migrate
to the appropriate Oracle tables in SPL EAM. Clearwater IT will develop data extract
scripts from their legacy systems, in particular CGOMS and ROSS, and deposit it into a
mutually agreed upon intermediate repository (such as Excel or Access). SPL will
develop data load scripts that will take the data from the intermediate repository and
load it into the appropriate SPL EAM Oracle tables. Both Clearwater IT and SPL will be
responsible for unit testing their own scripts prior to a Data Validation Test. During this
Data Validation Test, Clearwater and SPL will be responsible for reviewing the
\(\c.
\dGfOU~ .
_+ <;PL \NOf
STATEMENT OF WORK
SPL EAM Implementation Phase 3 at Clearwater Gas
SPIt..
Section 1. Proposed Implementation Scope of Work
7
migrated data to ensure that the scripts functioned as expected. Any identified
modifications to the scripts will ensue and re-tested at a later date via webex. Once
the data is satisfactory to both parties, a formal data validation sign off will occur. The
scripts are then set aside until needed for final migration before Rollout. The City will
be responsible for running the scripts just prior to the System Rollout.
DELIVERABLE: Data Collection Meeting/Data Migration Plan and Data Map (l Trip - 1
Business Architect)
DELIVERABLE: Data Validation Test (2 Trips - 1 Project Director, 1 Business Architect)
DELIVERABLE: Joint Clearwater/SPL Data Validation Signoff
SRS REFERENCES: 3.1.1 Data Migration
1.3.4
INTERFACE DESIGN & DEVELOPMENT SUPPORT
During Phase 1, the City developed several interfaces to SPL EAM including PeopleSoft
HR, Cayenta UMS, ESRI GIS, CiTect and Dataflow SCADA. No new interfaces were
developed for Phase 2. For Phase 3, three interfaces have been identified as required
to pass data between SPL EAM and external systems.. They are:
. An inbound interface from PeopleSoft HR (employees & hourly billing rates)
. An inbound interface from UMS (customers & service requests)
. 2-way Gas GIS interface
Since very similar interfaces were developed during phase 1, Clearwater IT has
assumed the responsibility of enabling these interfaces to the new Gas instance. Per
Clearwater's request, no SPL support has been provided for this effort.
SRS REFERENCES: 3.7 Interfaces (Clearwater IT to address all of below)
3.7. 1 Software Interfaces
3.7.1.1 UMS
3.7.1.2 GIS
3.7.1.3 PeopleSoft HR
3.7.2 Network Communications
Co .e.
n'ldentio/
Ond nr~_._.
~
STATEMENT OF WORK
SPL EAM Implementation Phase 3 at Clearwater Gas
8
1.3.5
TRAINING SUPPORT
Effective functional and technical training is extremely critical to the success of any
software implementation project. The SPL implementation methodology takes this
into account by addressing a combination of Technical and End User training
approaches to support this key activity. SPL assumes that the technical staff was
sufficiently trained during Phase 1 and that no further technical or System
Administration training is required for Phase 3.
The first step in the SPL training process for Clearwater Gas will be to develop an
addendum to the original Clearwater Education Plan, specifically geared toward
Clearwater Gas. SPL will provide assistance to the City's Core Team who will be
responsible for working with the target user communities to determine course
requirements, course content, course durations, required attendees for each course,
training sequence and training schedule. SPL will be responsible for documenting the
information in the project Education Plan addendum. Once approved, SPL and
Clearwater Gas will schedule training according to this plan.
The next and final step in the SPL training program is End User functional training. SPL
will provide Train the Trainer (T3) training for a selected team of no more than six City
trainers at a City training facility. This cost-effective training approach is designed to
train City trainers in the EAM application as well as teach them training techniques for
their upcoming sessions with the end users. These services will consist of detailed
application training to the 13 instructors covering the SPL EAM Maintenance,
Inventory, Resource, Timekeeping, Customer Service and Administration modules,
using the City-provided work processes as a training basis.
DELIVERABLE: Education Plan Addendum
DELIVERABLE: Train-the- Trainer (T3) Functional Training - 3 weeks (4 Trips - J Project
Director, 3 Training Specialist)
SRS REFERENCES: 3.2 Usability - During T3 Training, identified Gas Trainers will learn the
system facilitated worldlow processes.
1.3.6
SYSTEM ROLLOUT SUPPORT
When the SPL EAM system has been configured, data has been manually loaded or
ready to be converted via scripts, workflows reviewed for concurrence, reports &
interfaces have been tested and training is complete, the project will be ready for
cutover to production. To ensure that the cutover will proceed properly, SPL will
support a pre-cursor activity to verify that the production environment and final
system configuration are in order. This two-day activity will be done remotely via
\{"\c.
\dGroup,
~+ c..PL \Nor
STATEMENT OF WORK
SPl EAM Implementation Phase 3 at Clearwater Gas
~
Section 1. Proposed Implementation Scope of Work
9
conference calls and Webex's. At the conclusion of this. a go/no-go decision is
made by designated Clearwater and SPL personnel.
Once it is determined that the system will be activated in production (ie. a 'go'
decision from above). SPL will provide an onsite resource for three days to support the
Cutover to Production, which is primarily geared toward ensuring that all the
necessary data is loaded (manual) and migrated (via scripts). Clearwater IT will have
the responsibility of executing the final data migration scripts, which will load the time
sensitive data into the proper SPL EAM tables. This activity will also verify that:
. the network infrastructure is in place and ready to support the end-users
. the batch scripts (baseline system scripts, interface scripts, etc.) are in place
and scheduled properly
. the appropriate workflow step-by-steps documents have been distributed to
the proper personnel
. the Clearwater Gas help desk procedure is in place, ready to support field
calls
Although the above items will be discussed at this time, it is assumed that most will
have been previously addressed in other project activities. Note that a good tool to
monitor progress throughout the entire pre go-live period is the go-live checklist. SPL
will provide a template of this checklist to Clearwater Gas as part of the final
Configuration Workshop.
Once the cutover activities are complete, SPL will provide a one week onsite resource
for field coaching during the critical days after go-live, when end users first start using
the new business application and processes. SPL technical resources will be on
standby in case data needs to be altered for one reason or other.
DELIVERABLE: Verified Production Environment and System Configuration
DELIVERABLE: Production Cutover Support (J Trip - 1 Business Architect)
DELIVERABLE: Post Go-Live Support (1 Trip - 1 Business Architect)
Conr.
fJdenfial
and nr~_._'
SIPIL
5T A TEMENT OF WORK
5PL EAM ImplementatIon Phase 3 at Clearwater Gas
10
1.3.7
MISCELLANEOUS ITEMS
SPL EAM system availability can support 7:00 AM to 5:00 PM. In fact it can support
closer to 24-7, with minimal downtime allotted for IT backup requirements, system
upgrades, etc. As a side note, it is recommended that the batch scripts be executed
overnight and not during normal business hours.
SPL EAM system licensing has been addressed by the IT Department in the initial
deployment of the system with Public utilities. No additional costs are anticipated in
this area.
SPL Software Maintenance to incorporate system patches and new system releases
should be performed after normal business hours. This activity will be coordinated by
Clearwater IT.
SPL EAM can support 30+ concurrent Clearwater Gas users. It can also support 100,000
Gas Customer records, which will be interfaced to SPL EAM via the UMS interface.
Note that the SPL EAM Customer Records will initially be loaded by running the
interface for the first time. Clearwater IT will have this responsibility.
Regarding system response time, SPL does not/cannot make any claims as to the
speed at which data/screen is returned to the user. There are too many variables
involved in obtaining data from Oracle tables and returning it to a client workstation
that are out of SPL's control, including server configuration, Oracle table organization,
network and client footprint. However, if a particular system search for data is taking
particularly long, SPL will work with Clearwater IT to investigate possible remedies. Note
that not all data retrieval refinements result in a new table index. The investigation
may recommend refining the search by entering additional filtering data.
As has been the case for previous SPL EAM implementations, Clearwater IT will support
the software and hardware maintenance. Again, system downtime should be
planned for off peak hours and communicated to the Clearwater Gas Department.
Acceptance testing should be completed prior to go-live. It is not recommended to
perform initial testing in the production environment. SPL will provide one week of
on site, post go-live support to help facilitate the initial stages of the Acceptance
Period. This Acceptance Period will last for 45 calendar days.
With regards to system issue resolution after the identified post go-live support has
expired, it is suggested that Clearwater Gas contact either the SPL EAM customer
support group in our Walnut Creek office or as always, the SPL Project Director.
SRS REFERENCES: 3.3 Reliability
\0C.
\dGro\.l\=l '
_~ c..PL '-Nor
STATEMENT OF WORK
SPL EAM Implementation Phase 3 at ClealWater Gas
SPIL
Section 1. Proposed Implementation Scope of Work
11
3.3. J Business Hours
3.3.2 SPL Software Maintenance
3.4 Performance
3.4. J Number of Concurrent CGS Users
3.4.2 Number of Total Customers
3.4.3 Users Response Time
3.5 Supportability
3.8 Licensing Requirements
4. Acceptance Testing
Co r.
nrtdenr I
10 ond nr~_._'
STATEMENT OF WORK
SPL EAM Implementation Phase 3 at Clearwater Gas
12
Section 2. Proposed Project Schedule
2.1 Microsoft Project Plan
Please open the embedded document (electronic copy) or the four pages following
this Section (hard copy) for our proposed project schedule for this effort.
Notes and Assumptions
1. SPL has assumed that there will be no RF bar coding of warehouse
inventory in this project phase.
2. SPL has assumed that there will be no Mobile Computing deployment of
EAM in this project phase.
3. SPL has identified 3 Interfaces as required for initial deployment those
being UMS, Peoplesoft HR and GIS. All three of these interfaces will be
developed by Clearwater IT, based on the initial implementation at the
Water Department.
\nC,
\dGro\.l~ '
_~ c;Pl war
STATEMENT OF WORK
SPL EAM Implementation Phase 3 at Clearwater Gas
SPIt..
Section 3. Pricing
13
11II111I ; ." . ~.,nr
. ..' ..._.._..............t...
. l.~ .'! .
.
, -.<- ,
Section 3. Prici n
3.1 INTRODUCTION
Based upon the scope of work defined above, and further detailed in the attached
project plan/schedule, SPL's pricing for Professional Services for Clearwater Gas is as
follows.
IMPLEMENTATION SERVICES
SPL has proposed the recommended services in the SPL Base Project Services (Section
1.3) and is confident that the services proposed are the reasonable minimum required
in order to minimize risk (for both parties) and to ensure a successful implementation of
SPL EAM at Clearwater Gas. Tables 1 and 2 below summarize the level of effort
anticipated for the implementation support services provided by SPL. Pricing is based
on our efforts under a Fixed Price contract.
SPL has reviewed the Clearwater Gas System's "Implementation of SPL EAMS-
Software Requirements Specification (SRS) Version 1.1" document and warrants that
SPL EAM can be configured to support and facilitate those same job functions.
The total cost of implementation will not exceed $399,699 (which does not include
reimbursable expenses). Milestone payments will be made in accordance to the
schedule noted below in Section 3.2, 'Base Implementation Services'.
Co f'
nndent'
101 Ond nr~_._'
~
STATEMENT OF WORK
SPL EAM Implementation Phase 3 at Clearwater Gas
14
3.2
BASE IMPLEMENTATION SERVICES
Table 1: Base Implementation Services
Implementation Services
Milestones and Associated Pavment Amounts Noted Beneath Each Maior Headina
1. Implementation Planning and Coordination
Project Kick-off/Core Team Orientation $24,011
Implementation Plan & Schedule $ 8,330
2. Software Installation Support
Installation Signoff $ 1,345
3. Software Configuration Support
Configuration Workshop 1 $28,012
Configuration Workshop 2 $30,013
Configuration Workshop 3 $30,013
Workflow Workshop $46,020
Reports & Indicators Workshop $33,367
Day-1 Reports Complete (Clearwater Task) $13,449
Day-1 Indicators Complete (Clearwater Task) $13,449
4. Data Conversion & Migration Assistance
Data Migration Plan and Data Map $18,958
SPL Data Conversion Scripts Complete $32,277
Data Validation Test $14,219
Data Validation Signoff $13,449
5. Interface Design & Development
Interface Support N/A
5. Training Support
Education Plan Addendum $ 9,845
Train-the-Trainer Training (3 weeks) $49,765
6. System Rollout Support
Go-Live $14.219
Post Go-Live Support $18,958
Total Services (Excludes Reimbursable Expenses) $399,699
Estimated Travel (25 Trips) and Living Expenses (at Actual + 8% G&A) $45,000
\f\C-
\dGro\.l? '
_~ <;PL 'Nof
STATEMENT OF WORK
SPL EAM Implementation Phase 3 at Clearwater Gas
SIPIL
Section 3. Pricing
15
3.3
ADDITIONAL IMPLEMENTATION SERVICES
If required, SPL can provide additional implementation services such as interface
support, Oracle Report development, SPL EAM Product Enhancement development,
etc. Such services will be provided on a Time & Expenses basis or, with mutual
agreement. on a Fixed Price basis with payment milestones.
Future phases and expanded project scope will be priced at SPL's then current
Standard Rate Schedule. The current version (2006) is included in Table 3.
Professional services provided on a Time & Expense basis will be invoiced in
accordance with the following rates for each hour charged to the project. This rate
schedule was effective on January 1, 2006. These rates may be modified on an
annual basis, without notice. Individuals may be promoted to another classification
without modification of the rate schedule.
Co .c.
nrtdential
and nr~_._'
~
STATEMENT OF WORK
SPL EAM Implementation Phase 3 at Clearwater Gas
16
Table 3: SPL 2006 Standard Rate Schedule
Category Qualification Description Hourly Rate SUS
l. Corporate Management $ 331
2. Department Manager, Project Director 318
3. Project Manager, Designer, Senior Technical 244
Consultant
Interactive Education Developer, Architect, Training
4. Specialist, Senior Network Analyst, Senior Quality 210
Assurance Specialist; Senior Software Engineer, Senior
Systems Analyst
5. Business Analyst, QA/Testing Specialist 176
6. Customer Support Specialist Software Engineer, 157
Technical Writer
7. Administration 94
Table 4: Reimbursable and other Direct Costs
Additional Documentation
$ 300/volume
Reimbursable Expenses
Travel, Subsistence, Communications
Cost + 8% G&A
State and Local Sales, Use Taxes
Cost
Subcontracts
Cost + 20% G&A
Other Direct Costs
Cost + 8% G&A
\0C.
\dGrou~ '
_~ <;PL '-Nor
STATEMENT OF WORK ~
SPl EAM Implementation Phase 3 at Clearwater Gas ..
Section 3. Pricing 1 7
3.4 PAYMENT TERMS
Invoices for the Rxed Price payments will be issued upon achieving the indicated
Fixed Price milestones. Rve percent of each Services invoice will be retained by the
City of Clearwater until the final acceptance period has completed (45 calendar
days after Go-Live), indicating that the application supports the work functions
described in the Clearwater Gas SRS. Full retainage payment will be due at that time.
Expense invoices will be issued on a monthly basis for the costs incurred during the
previous month and due in full upon receipt. SPL has estimated 25 trips to Clearwater
with an estimated cost per trip of $1 ,800.
Interest of one and one-half percent per month shall be payable on any amounts not
paid within the timeframes provided for in the Florida Prompt Payment Act. Payment
shall be in United States currency and in accordance with the Florida Prompt
Payment Act, statute number 218.70. Attorney's fees and other costs incurred in
collecting any delinquent amount shall be paid by the City of Clearwater.
Notes:
Documentation of reimbursable expenses will be provided in summary form.
SPL employees will be paid a fixed daily per diem amount for meals. This amount shall
be equal to the IRS amount allowable for Clearwater, Florida. For the year 2006, this
amount is $54.00 per day.
This proposal expires on Jun 30, 2006 unless it is executed on or before that date.
Co 1"
nndenf'
10/ ond
prOor;pf~_
sPa...
STATEMENT OF WORK
SPL EAM ImplementatIon Phase 3 at Clearwater Gas
18
Section 4. Si nature Pa e
SPL EAM Implementation for the City of Clearwater
Phase 3 - Clearwater Gas
SPL WorldGroup, Inc.
J)oJ ;J.1r1 ~
~~
Dan Brault
Project Director
Dave Mulit
President, SPL/Synergen Business Unit
City of Clearwater, Florida
Countersigned:
By:
~~ C' C?~'-
~ Frank V. Hibbard
[) Mayor
~'B.~-;q
William B. Horne II
City Manager
Approved as to form:
Attest:
.~
Leslie K. Dougall-Sid s
Assistant City A ttorne