24-0005 Exhibit B1 Performance Requirements.xlsx

XLSX spreadsheet 58 KB Posted

Attached to
Facility Technology Modernization
Solicitation number
24-0005
Issued by
Adams County, Asotin County, Benton County, Chelan County, Clallam County, Clark County, Columbia County, Cowlitz County, Douglas County, Ferry County, Franklin County, Garfield County, Grant County, Grays Harbor County, Island County, Jefferson County, King County, Kitsap County, Kittitas County, Klickitat County, Lewis County, Lincoln County, Mason County, Okanogan County, Pacific County, Pend Oreille County, Pierce County, San Juan County, Skagit County, Skamania County, Snohomish County, Spokane County, Stevens County, Thurston County, Wahkiakum County, Walla Walla County, Whatcom County, Whitman County, Yakima County, Asotin City, Clarkston City, Clarkston Heights-Vineland CDP, West Clarkston-Highland CDP, Benton City, Chelan City, Chelan Falls CDP, Clallam Bay CDP, Lewisville CDP, Rock Island City, Pacific Beach CDP, Whidbey Island Station CDP, Mercer Island City, Pacific City, Bainbridge Island City, Kingston CDP, Kitsap Lake CDP, Kittitas City, Klickitat CDP, Okanogan City, Anderson Island CDP, Fort Lewis CDP, Fox Island CDP, Herron Island CDP, Ketron Island CDP, North Fort Lewis CDP, Raft Island CDP, Stevenson City, Hat Island CDP, Lake Stevens City, Snohomish City, Spokane City, Spokane Valley City, Puget Island CDP, Garfield Town, Yakima City, Washington

About this file

This document is a set of performance requirements for a competitive solicitation issued by the Washington State Department of Enterprise Services (DES) for the purchase of a comprehensive software technology solution that supports Asset Management, Work Order Management, and Capital Project Management. The solution must meet a variety of highly desirable and mandatory requirements across several functional areas including General Requirements, Asset & Capital Planning, Energy Management, GIS Integration, CAD Integration, Inventory, Capital Improvements & Construction Project Management, Property/Lease Management, Work Order Management, Preventative Maintenance Management, Hazardous Material Tracking, Reporting, and Data Extraction/Transformation/Loading. The solution must also meet stringent requirements for digital accessibility, data retention, security, and technical architecture. The contract is expected to be awarded to a single vendor who can fully meet the requirements.

Pricing terms, set-asides, and funding sources are not explicitly covered in the document. However, the solution must integrate with the state's financial, human resource, GIS, and reporting systems, indicating the need to align with the state's overall technology and financial environment. The document emphasizes the need for the solution to be scalable, secure, and continuously updateable to keep pace with evolving requirements and standards.

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Other files

File Type Posted
24-0005 PreBid Slides.pdf PDF
24-0005Exhibit-B1PerformanceRequirementsREV1.xlsx XLSX spreadsheet
24-0005 QA2.docx DOCX document
24-0005 Exhibit C Bid Price.xlsx XLSX spreadsheet
24-0005 Amd1.docx DOCX document
24-0005 Exhibit B2 Implementation Plan.docx DOCX document
24-0005 Exhibit D Contract.docx DOCX document
24-0005 Exhibit E -InclusionPlan-Subcontract.docx DOCX document
24-0005 ExhibitA-1-Bidder'sCertification.docx DOCX document
24-0005 ExhibitA-2-Bidder'sProfile.docx DOCX document
24-0005 Facility Tech Modernization CompSol.docx DOCX document
24-0005 QA1.docx DOCX document
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Text version

Instructions Instructions Exhibit B-1 - Performance Requirements for Competitive Solicitation No. 24-0005

1. Review each Requirement carefully, some requirements contain additional instructions. Do not change or edit the layout or content of the provided information. Not following all the instructions may result in the bid being considered non-responsive or contribute to a lower score.

2. Review Priority level of each requirement and the provided definitions:

Mandatory: Mission critical requirement; Enterprise Services cannot consider a solution that does not meet this requirement.

Highly Desirable: Requirement supports operations and the solution is less effective if this requirement is not met.

Desirable: Requirement would enhance functionality or quality of the solution and makes it more desirable.

3. Respond to each Requirement in Column E: How Bidder Meets requirement if Bidder 'Fully Meets', 'Partially Meets', or 'Does Not Meet' that requirement. If the selected option is 'Partially Meets' use Column G: Written Response to provide a brief explanation on what component of the requirement is not being met.

4. For each requirement that Bidder responds as 'Fully Meets', or 'Partially Meets', select the appropriate one of the following pull down options in Column F: Response Code and provide any required additional information for that option:

Core: The proposed solution currently meets or partially meets this requirement as part of the generally available features and functionalities to all customers (or it can be configured by the user).

Customization: The proposed solution can meet the requirement through a customization to the generally available solution done by the bidder or integrator. If selecting this option, in Column G: Written Response column describe customization needed, estimated level of complexity, timeline, and any potential impact on upgrades/updates to the proposed solution during the term of the contract.

Third Party: The bidder can meet this requirement by utilizing a third party solution. The third party solution must be included in the bid. If selecting this option, in Column G: Written Response column, indicate if the third party functionality is already live with any other customers, what additional customization, or effort would be needed to deploy this third party solution, and any applicable limitations or restrictions related to the third party solution.

5. Utilize Column G: Written Response in accordance with the above instructions for the selected pull-down options and/or additional instructions in the body text of the Requirement. Where Written Response is required, make sure to provide sufficient detail and information as requested. Incomplete or limited responses might not sufficiently demonstrate how the solution meets the Requirement, and therefore be disqualified from further consideration on a pass/fail basis. Unless required above or in the body text of the Requirement, do not provide additional information in Column G: Written Response, it will not be reviewed or considered by the evaluation team. Note: Bidder can include screen shots or separate documents as attachments, if needed. All attachments must be labeled with the Requirement ID number and the Written Response column must indicate the title of the attachment, page number and/or section title of where the information can be found.

6. Bidders are encouraged to provide a focused narrative for any of the Exhibit B-1 Performance Requirements Category(s) (“Category”) outlined in Column B of Exhibit B-1.

(For example, Category Asset & Capital Planning represents Requirement IDs 5-21.)

The narrative allows bidders to earn additional value consideration by showing how their proposed solution not only meets but exceeds the stated requirements, providing added value to the state. These narratives must clearly and specifically demonstrate how the solution goes beyond the minimum needs outlined in the Category. They should be substantive, free of promotional or marketing content, and directly address the business needs and expectations described in the Category.

The evaluation team will look for evidence including but not limited to innovative features, superior implementation approaches, case studies, compliance certifications, and enhanced compliance and support structures that go beyond the Category's baseline expectations.

Narratives that include robust, verifiable evidence to support claims of exceeding requirements will be reviewed favorably. Narratives that include vague or generalized content that lacks concrete examples or specific details will not contribute to an added value assessment.

Each narrative should be provided in Column H: Bidder Narrative of Exhibit B-1 for the respective Category being addressed.

Word Limit: Each Category narrative must be 500 words or less. Any text in excess of 500 words will be deleted prior to forwarding the submittals to the evaluation team. Bidders cannot include links to external content or embedded documents in the Narrative replies; such additional materials will not be evaluated. Instructions on how to include separate documents for a specific requirement ID are outlined in Instruction #5 above.

Please note that, if bidder is awarded a contract, bidder’s responses will be incorporated into the resulting contract.

Accordingly, bidder is cautioned to state only commitments that bidder can meet throughout the term of the contract.

An awarded bidder (i.e., contractor) who is not able to meet such commitments throughout the contract term, will be subject to contract termination for breach of contract and damages.

Requirements

BIDDER NAME:
Competitive Solicitation NO.: 24-0005
Requirement IDCategoryRequirementPriorityHow bidder meets RequirementResponse CodeWritten ResponseBidder
NarrativeNarrative

Word Count

General Requirements
1General RequirementsSolution provides standards that ensure uniformity of nomenclature, using Uniformat II Level 3, during data import and the subsequent user interface with the ability to expand to a user-defined Uniformat II Level 4 asset definition.HIGHLY DESIRABLE1
2General RequirementsSolution must generate a Facilities Condition Index (FCI) that meets industry practice standards.HIGHLY DESIRABLE
3General RequirementsSolution provides integrated functionality between capital planning, work order and preventative maintenance capability, energy and sustainability reporting, and utility bill payment.HIGHLY DESIRABLE
4General RequirementsSolution provides extensive document library functionality, including the ability to upload various file types, multiple file uploads, permission levels assigned to documents, and unlimited storage data.HIGHLY DESIRABLE
Asset & Capital Planning
5Asset & Capital PlanningSolution provides a method to create a multi-year capital plan for selected property portfolios.HIGHLY DESIRABLE1
6Asset & Capital PlanningSolution provides a method to create multi-tiered parent-child relationships between buildings, systems, subsystems, and components.DESIRABLE
7Asset & Capital PlanningSolution provides a method to create an assessment execution plan for an individual property.DESIRABLE
8Asset & Capital PlanningSolution provides a method to import (create and update) renewal and refurbishment records without an external interface.DESIRABLE
9Asset & Capital PlanningSolution provides a method track all assets, including systems (ex. HVAC system) and individual components (i.e., coils, supply fan, variable frequency drives).HIGHLY DESIRABLE
10Asset & Capital PlanningSolution provides a method to track expected lifecycle data at a system, subsystem, and component level for facilities.HIGHLY DESIRABLE
11Asset & Capital PlanningSolution provides a method to analyze and model each facility's standard life cycle deterioration and report on the annual reinvestment rate to replace components as they become unusable.HIGHLY DESIRABLE
12Asset & Capital PlanningSolution provides a method to bulk apply life cycle model adjustments (ex. warranties) based upon vendor-provided markups, contingency, and inflation.DESIRABLE
13Asset & Capital PlanningSolution provides a method to forecast future facility renewal costs with the ability to adjust for inflation and complexities such has historic mitigation, hazardous materials mitigation, and scheduling.DESIRABLE
14Asset & Capital PlanningSolution provides a method to maintain a Current Replacement Value for every asset (facility itself, parts of the facility - i.e. doors, HVAC systems, etc.) as well as be able to calculate Facility Condition Index.HIGHLY DESIRABLE
15Asset & Capital PlanningSolution provides a method to analyze multiple-year outlooks and various combinations of building-type reinvestment rates.DESIRABLE
16Asset & Capital PlanningSolution provides a method to analyze and project funding requirements for up to 25 years. (Ex. parts of facility failing and being replaced vs. tripling preventative maintenance to avoid replacement).DESIRABLE
17Asset & Capital PlanningSolution provides a method to create records for renewal and refurbishment records (ex. preventative maintenance plans, work order history).HIGHLY DESIRABLE
18Asset & Capital PlanningSolution provides a method to associate renewal and refurbishment records with project and budget requests for funding and execution.HIGHLY DESIRABLE
19Asset & Capital PlanningSolution provides a method to associate and track renewal and refurbishment records to work requests and capital projects.HIGHLY DESIRABLE
20Asset & Capital PlanningSolution provides a method to prioritize renewal and refurbishment records based on multiple factors, including property rank, record priority, and days past due.HIGHLY DESIRABLE
21Asset & Capital PlanningSolution provides a method to export selected renewal and refurbishment records. Ability to export ad hoc reports.DESIRABLE
Energy Management
22Energy ManagementSolution provides a method to integrate seamlessly with energy meters and data sources.HIGHLY DESIRABLE1
23Energy ManagementSolution provides a method for data integration to support both automatic and manual data inputs.HIGHLY DESIRABLE
24Energy ManagementSolution provides real-time energy monitoring capabilities, including electricity, gas, water, and other energy sources across all our properties.HIGHLY DESIRABLE
25Energy ManagementSolution provides a method for insights into energy data to be updated at frequent intervals, providing up-to-the-minute insights into consumption patterns using interactive and customizable dashboards.HIGHLY DESIRABLE
26Energy ManagementSolution provides a method to normalize energy data to account for variations in units of measurement and data sources (ex. KBTUs. BTUs).HIGHLY DESIRABLE
27Energy ManagementSolution provides a method for normalized data to facilitate accurate energy consumption comparisons and analysis. Uses energy utilization index.HIGHLY DESIRABLE
28Energy ManagementSolution provides a method for users to be able to create personalized energy dashboards based on their roles and responsibilities.DESIRABLE
29Energy ManagementSolution provides a method to maintain historical energy consumption data for trend analysis and benchmarking. Data goes back at least 10 years.HIGHLY DESIRABLE
30Energy ManagementSolution provides a method for users to be able to compare energy usage across different timeframes, such as daily, monthly, and annually.DESIRABLE
31Energy ManagementSolution provides a method to provide configurable alarms and alerts for abnormal energy consumption patterns or deviations from set benchmarks. Minimum daily alerts.HIGHLY DESIRABLE
32Energy ManagementSolution provides a method for alerts to be delivered through email notifications/mobile alerts.HIGHLY DESIRABLE
33Energy ManagementSolution provides a method for benchmarking against industry standards and energy efficiency targets (ex. ENERGY STAR). Hold info on requirements/standards within the system.HIGHLY DESIRABLE
34Energy ManagementSolution provides a method for users to have access to tools for tracking progress toward emissions reduction goals.DESIRABLE
35Energy ManagementSolution provides a method for users to be able to identify underperforming facilities and prioritize energy-saving initiatives. Ability to sort by energy consumption.HIGHLY DESIRABLE
36Energy ManagementSolution provides a method to calculate and report on carbon emissions associated with energy consumption.DESIRABLE
37Energy ManagementSolution provides a method to provide detailed cost breakdowns for energy consumption, including utility bills and associated expenses.DESIRABLE
38Energy ManagementSolution provides a method for cost analysis tools that assist in budgeting and forecasting (ex. assumed electricity rate for 2030).DESIRABLE
39Energy ManagementSolution provides a method to enable the identification and tracking of Energy Conservation Measures (ECMs) (ex. replacing natural gas heat boiler with heat pump - energy use between both and forecast savings) implemented to improve energy efficiency.DESIRABLE
GIS Integration
40GIS IntegrationSolution provides a method to import and use custom base maps and services.HIGHLY DESIRABLE1
41GIS IntegrationSolution leverages ArcGIS authentication (either ArcGIS Online or Portal) to administer user access to layers and base maps.DESIRABLE
42GIS IntegrationSolution integrates with one or more agency geospatial databases (ex. SQL server).HIGHLY DESIRABLE
43GIS IntegrationSolution provides a method to import assets and affiliated attribute data from an agency geospatial database.HIGHLY DESIRABLE
44GIS IntegrationSolution provides a method to select buildings or assets on the map and create work orders.HIGHLY DESIRABLE
45GIS IntegrationSolution provides a map-centric interface to visualize the location of assets, work orders, and other data.HIGHLY DESIRABLE
46GIS IntegrationSolution provides a method to display a GIS map that can zoom, pan, and turn individual map layers on/off.HIGHLY DESIRABLE
47GIS IntegrationSolution provides a method to select buildings or assets from the map and bring up information about the associated record.DESIRABLE
48GIS IntegrationSolution provides a method to view one or more work orders within the system and then display them on a map view.HIGHLY DESIRABLE
49GIS IntegrationSolution provides a method to view one or more assets (buildings and items within the building) within the system and then display them on a map view.HIGHLY DESIRABLE
50GIS IntegrationSolution provides a method to select an area in the map frame, and the system will filter work orders contained within the area.DESIRABLE
51GIS IntegrationSolution provides interactive project status reporting by the project managers. Allows Project Managers to input monthly status updates.DESIRABLE
CAD Integration
52CAD IntegrationSolution provides a method to view a CAD drawing of floors and rooms inside the system.HIGHLY DESIRABLE1
53CAD IntegrationSolution provides a method to support an interface to AutoCAD that will create rooms in the system from a CAD drawing.HIGHLY DESIRABLE
54CAD IntegrationSolution provides a method for deleting rooms off the CAD drawing that inactivate these rooms in the system via the CAD interface.DESIRABLE
55CAD IntegrationSolution provides methods for the CAD interface to update the square footage for rooms based on the CAD drawing and to highlight or shade rooms on the CAD drawing based on location/space type, status, or occupying entities.DESIRABLE
56CAD IntegrationSolution provides a method to shade/hatch a drawing to display which locations an asset supports (i.e., air handler 1 supports locations 101, 102, 103, 112, 114,116).HIGHLY DESIRABLE
57CAD IntegrationSolution provides a method to hatch and annotate the drawing with work order data and tie rooms to work orders.HIGHLY DESIRABLE
58CAD IntegrationSolution provides a method to support planning and stacking (necessary connections) reports for the space inside AutoCAD.DESIRABLE
59CAD IntegrationSolution provides a method to query by building, department, organization, or space type and highlight/shade spaces on the CAD drawing based on the query in a web browser.DESIRABLE
Inventory
60InventorySolution provides a method to create physical inventory counts by bin range, part classification, or cycle code, and define how many bins to count in each set.HIGHLY DESIRABLE1
61InventorySolution provides a method to set up user-definable inventory classes and categories.HIGHLY DESIRABLE
62InventorySolution provides a method to support categorization and classification of artworks based on various criteria, such as genre, style, period, or collection type.DESIRABLE
63InventorySolution provides a method for users to view images and access associated documents from the inventory database.HIGHLY DESIRABLE
64InventorySolution provides the ability to QR code or bar code all items in inventory.HIGHLY DESIRABLE
65InventorySolution provides a method to track materials (including art work) in multiple locations.HIGHLY DESIRABLE
66InventorySolution provides a method for location changes to be logged and tracked in the system.DESIRABLE
67InventoryThe solution should capture and store comprehensive information about each artwork, including:

•Title •Artist •Date of Creation •Medium •Dimensions •Acquisition Date •Purchase Price or Estimated Value •Condition Reports •Provenance History

•Location within OrganizationHIGHLY DESIRABLE
68InventorySolution provides a method for the attachment of high-resolution images and related documentation for each artwork.HIGHLY DESIRABLE
69InventorySolution provides a method to record loan agreements, dates, and conditions.DESIRABLE
70InventorySolution provides a method to maintain and view a detailed history of movements and transfers of artworks for up to 20 years.DESIRABLE
71InventorySolution provides a method for tracking of artworks on loan to external institutions or for temporary exhibitions.DESIRABLE
72InventorySolution provides a method for recording insurance details for each artwork, including coverage amounts and policy information.DESIRABLE
73InventorySolution provides a method for valuation records to be stored for insurance and appraisal purposes.DESIRABLE
74InventorySolution provides a method for users to be able to document and track the condition of artworks over time.DESIRABLE
75InventorySolution provides a method for recording conservation notes and treatment history, including dates and responsible conservators.HIGHLY DESIRABLE
76InventorySolution provides a method for alerts and notifications to be sent for critical events, such as upcoming loan returns, required condition assessments, or overdue movements.HIGHLY DESIRABLE
77InventorySolution provides a method for customizable reporting and analytics tools for generating inventory reports, including collection summaries, valuation reports, and movement logs.HIGHLY DESIRABLE
78InventorySolution provides a method for users to be able to export reports in various formats (PDF, Excel, etc.).HIGHLY DESIRABLE
Capital Improvements & Construction Project Management
79Capital Improvements & Construction Project ManagementSolution provides a method to track planned, original, and active project budgets.HIGHLY DESIRABLE1
80Capital Improvements & Construction Project ManagementSolution provides a method to track baseline, estimated, and actual start and finish dates for project schedule tasks and budget line items.HIGHLY DESIRABLE
81Capital Improvements & Construction Project ManagementSolution provides a method to track both financial and activity-based schedules and milestone information.HIGHLY DESIRABLE
82Capital Improvements & Construction Project ManagementSolution provides a method to track associated tax rates and rebates by contractor.HIGHLY DESIRABLE
83Capital Improvements & Construction Project ManagementSolution provides a method to track projects by status.HIGHLY DESIRABLE
84Capital Improvements & Construction Project ManagementSolution provides a method to track user-defined activities and milestones for each project.HIGHLY DESIRABLE
85Capital Improvements & Construction Project ManagementSolution provides a method to track the Change Proposal / Change Directive ProcessHIGHLY DESIRABLE
86Capital Improvements & Construction Project ManagementSolution provides a method to track multiple contracts and agreements, as well as multiple change orders per project.HIGHLY DESIRABLE
87Capital Improvements & Construction Project ManagementSolution provides a method to define project types and unique workflows based on project type.HIGHLY DESIRABLE
88Capital Improvements & Construction Project ManagementSolution provides a method to define and manage sources of project funding.HIGHLY DESIRABLE
89Capital Improvements & Construction Project ManagementSolution provides a method to define closeout checklists for projects.HIGHLY DESIRABLE
90Capital Improvements & Construction Project ManagementSolution provides a method for a central vendor contact database.DESIRABLE
91Capital Improvements & Construction Project ManagementSolution provides a method to create capital project commitments (including cost controls) for future operations and maintenance jobs.HIGHLY DESIRABLE
92Capital Improvements & Construction Project ManagementSolution provides a method to alert the user if costs exceed the budget.DESIRABLE
93Capital Improvements & Construction Project ManagementSolution provides a method to be able to electronically attach documents (e.g., insurance certificate) to a vendor and enter expiration dates.HIGHLY DESIRABLE
94Capital Improvements & Construction Project ManagementSolution provides a method to support multiple contracts per budget line item.HIGHLY DESIRABLE
95Capital Improvements & Construction Project ManagementSolution provides a method for adjusting existing and creating new contract line items upon a change order.HIGHLY DESIRABLE
96Capital Improvements & Construction Project ManagementSolution provides a method to track other associated contract documents, including RFIs / ASIs (Architect Supplemental Instructions) / Submittals / Punch Lists / Commissioning Plans.HIGHLY DESIRABLE
97Capital Improvements & Construction Project ManagementSolution provides a method to track the lifecycle of a change from RFI/Issue to Change Proposal to Change Order.HIGHLY DESIRABLE
98Capital Improvements & Construction Project ManagementSolution provides a method for document sharing with external stakeholders.DESIRABLE
99Capital Improvements & Construction Project ManagementSolution provides a method to create different dashboards and workflows for different users, agencies, and project types.HIGHLY DESIRABLE
100Capital Improvements & Construction Project ManagementSolution provides a method to create customized reports and dashboards.HIGHLY DESIRABLE
101Capital Improvements & Construction Project ManagementSolution provides a method to view everyone working on a project and their permissions, roles, and responsibilities.DESIRABLE
102Capital Improvements & Construction Project ManagementSolution provides a method for automated notification system around custom processes.HIGHLY DESIRABLE
103Capital Improvements & Construction Project ManagementSolution provides a method to connect with external databases using API’s.HIGHLY DESIRABLE
104Capital Improvements & Construction Project ManagementSolution provides a method for data validation built into fields.HIGHLY DESIRABLE
105Capital Improvements & Construction Project ManagementSolution provides a method to upload and store files such as contract agreements.HIGHLY DESIRABLE
106Capital Improvements & Construction Project ManagementSolution provides a method to track Interagency Agreements/contracts.HIGHLY DESIRABLE
107Capital Improvements & Construction Project ManagementSolution provides a method to store large and various file types (ex. CAD files, blueprints, etc.)HIGHLY DESIRABLE
108Capital Improvements & Construction Project ManagementSolution provides a method to display a project’s history and what stage the project is at.HIGHLY DESIRABLE
109Capital Improvements & Construction Project ManagementSolution provides a method to track and report performance.HIGHLY DESIRABLE
Property/Lease Management
110Property/Lease ManagementSolution provides a method for property lease management and document storage.HIGHLY DESIRABLE1
111Property/Lease ManagementSolution provides a method for designing and generating leases for e-sign.DESIRABLE
112Property/Lease ManagementSolution provides a method for communication via a portal with tenants.HIGHLY DESIRABLE
113Property/Lease ManagementSolution provides a method for floor plans layouts with color coded sections for tenant, common and leased space.DESIRABLE
114Property/Lease ManagementSolution provides a method for parking stall/lot management.DESIRABLE
Work Order Management
115Work Order ManagementSolution provides a method to implement and manage a web-based service request/work order process, assign work, and track against multiple service providers (ex. multiple people working on one work order).HIGHLY DESIRABLE1
116Work Order ManagementSolution provides a method to manage asset information and scheduled and on-demand maintenance tasks via mobile devices in real-time using an app.HIGHLY DESIRABLE
117Work Order ManagementSolution provides a method to create detailed estimates for work orders and projects.DESIRABLE
118Work Order ManagementSolution provides a method to associate separate labor, material, equipment, and contract estimates to any work order/project task.HIGHLY DESIRABLE
119Work Order ManagementSolution provides a method to plan for material usage that can be transitioned into actual material usage at the appropriate time.DESIRABLE
120Work Order ManagementSolution provides a method to manage assets via QR code or barcode.HIGHLY DESIRABLE
121Work Order ManagementSolution provides a method for unlimited requesters allowed to submit electronic work orders through an internet-based work request portal and check the status of requests online.HIGHLY DESIRABLE
122Work Order ManagementSolution provides a method for work orders that will provide features for setting work completion deadlines and reporting completion information to requestors.HIGHLY DESIRABLE
123Work Order ManagementSolution provides a method for automated programmable workflow logic and assignments.HIGHLY DESIRABLE
124Work Order ManagementSolution provides a method for work orders to be defined according to the type (ex. base vs. reimbursable).MANDATORY
125Work Order ManagementSolution provides a method for work orders to be defined according to the type, trouble report or work order, and scope of work involved.HIGHLY DESIRABLE
126Work Order ManagementSolution provides a method for work orders to be assigned by a supervisor or automatically by the facility.HIGHLY DESIRABLE
127Work Order ManagementSolution provides a method to associate multiple contractors and contracts with a work order.DESIRABLE
128Work Order ManagementSolution provides a method for work orders to be assigned priorities (urgent, emergency, etc.).MANDATORY
129Work Order ManagementSolution provides a method to be able to track cost, labor hours, and material tracking.MANDATORY
130Work Order ManagementSolution provides a method to create daily assignments of jobs per technician.HIGHLY DESIRABLE
131Work Order ManagementSolution provides a method to pre-define and generate timecards for staff with pre-defined or recurring jobs (e.g., custodial, grounds crews).DESIRABLE
132Work Order ManagementSolution provides a method to record information about employees assigned to the work, including name and identification number.HIGHLY DESIRABLE
133Work Order ManagementSolution provides a method for requests to be routed online to personnel authorized for review and approval.DESIRABLE
134Work Order ManagementSolution provides a method to automatically notify requesters via email as work is assigned and completed.HIGHLY DESIRABLE
135Work Order ManagementSolution provides a method for technicians to receive and complete work assignments online.HIGHLY DESIRABLE
136Work Order ManagementSolution provides a method to notify staff and vendors of new work assignments via email (including email to text pagers or cell phones).HIGHLY DESIRABLE
137Work Order ManagementSolution provides a method for technicians to record notes, set reminders, and email supervisors from a work order.HIGHLY DESIRABLE
138Work Order ManagementSolution provides a method to associate budget codes, projects, and equipment with work orders.HIGHLY DESIRABLE
139Work Order ManagementSolution provides a method to track all emails related to each work order, including system-generated notifications.DESIRABLE
140Work Order ManagementSolution provides a method to generate simple and detailed reports on work order status and costs (ex. labor and materials report, cost by building, cost by asset, current work orders by status).HIGHLY DESIRABLE
141Work Order ManagementSolution provides a method for quick search and detailed, advanced search capabilities.HIGHLY DESIRABLE
142Work Order ManagementSolution provides a method for files to be attached to work orders for quick reference.HIGHLY DESIRABLE
143Work Order ManagementSolution provides a method to create repeatable tasks.DESIRABLE
144Work Order ManagementSolution provides a method to integrate a parts and equipment inventory and tracking system with work order system.HIGHLY DESIRABLE
145Work Order ManagementSolution provides a method to escalate maintenance events.DESIRABLE
146Work Order ManagementSolution provides a method to track all scheduled maintenance.HIGHLY DESIRABLE
147Work Order ManagementSolution provides a method to track equipment information, including manufacturer, model, serial, service dates, and warranty expirations.MANDATORY
148Work Order ManagementSolution provides a method to see availability by shop in a graphical/calendar-type format.HIGHLY DESIRABLE
149Work Order ManagementSolution provides a method to interface with work request module to automatically generate maintenance work orders.HIGHLY DESIRABLE
150Work Order ManagementSolution provides a method to integrate billing with WorkDay.DESIRABLE
151Work Order ManagementSolution provides a method to alert staff (highlight in dashboard) when a work order is overdue.HIGHLY DESIRABLE
152Work Order ManagementSolution provides a method to track multiple asset warranties and automatically flag the warranty for the user when creating a work order.DESIRABLE
153Work Order ManagementSolution provides a method to track installed dates, removed dates, and original costs for assets.HIGHLY DESIRABLE
Procurement & Supply Management
154Procurement & Supply ManagementSolution provides a method to implement and manage a real-time goods and services procurement and inventory management program.MANDATORY1
155Procurement & Supply ManagementSolution provides a method to create physical inventory counts by bin range, part classification, or cycle code, and define how many bins to count in each set.HIGHLY DESIRABLE
156Procurement & Supply ManagementSolution provides a method to use QR codes and/or bar codes for all items in inventory.HIGHLY DESIRABLE
157Procurement & Supply ManagementSolution provides a method to track and maintain optimal stock levels of materials in multiple bench stock locations.HIGHLY DESIRABLE
158Procurement & Supply ManagementSolution provides a method to set up user-definable inventory classes and categories.HIGHLY DESIRABLE
159Procurement & Supply ManagementSolution provides a method to capture and store information about each inventory, items including but not limited to:

•Description •UPC Number •Part Number •Unit of Measures (each, gallon, inch, foot, roll, etc.)

•Acquisition Date

•Purchase Price and/or Retail ValueHIGHLY DESIRABLE
160Procurement & Supply ManagementSolution provides a method for a location (where the item is held) of item within the organization.DESIRABLE
161Procurement & Supply ManagementSolution provides a method for the attachment of high-resolution images and related documentation for each good.HIGHLY DESIRABLE
162Procurement & Supply ManagementSolution provides a method for users to be able to view images and access associated documents stored in the inventory database.HIGHLY DESIRABLE
163Procurement & Supply ManagementSolution provides a method for location changes logged and tracked in the system.HIGHLY DESIRABLE
164Procurement & Supply ManagementSolution provides a method for customizable reporting and analytics tools for generating inventory reports, highest and lowest quantities of purchase items, vendor logs, and movement logs.HIGHLY DESIRABLE
165Procurement & Supply ManagementSolution provides a method to send alerts and notifications for critical events (Ex. as physical inventories, quantity below set level – reminder to reorder, etc.)HIGHLY DESIRABLE
166Procurement & Supply ManagementSolution provides a method to set purchase request approver limits and establish a purchase request workflow from requestor, to Supply team approval, to Manager approval, then the order procured.HIGHLY DESIRABLE
167Procurement & Supply ManagementSolution provides a method to automatically notify requestor when goods have arrived, whether an entire order, or a partial order.HIGHLY DESIRABLE
168Procurement & Supply ManagementSolution provides a method to maintain all purchase documents (vendor quotes, purchase order form, received goods, invoice, etc.)HIGHLY DESIRABLE
169Procurement & Supply ManagementSolution provides a method to transfer inventory from one department to another or to and from a work order electronically via phone, tablet, computer and/or handheld device.HIGHLY DESIRABLE
170Procurement & Supply ManagementSolution provides a method to forecast demand based on order histories, calculate average lead time, analyze trends and current stock levels.DESIRABLE
171Procurement & Supply ManagementSolution provides a method to tie purchases for items, parts and services to a work order.HIGHLY DESIRABLE
Preventative Maintenance Management
172Preventative Maintenance ManagementSolution provides a method to implement and manage an integrated preventative/scheduled maintenance program.MANDATORY1
173Preventative Maintenance ManagementSolution provides a method to plan and schedule jobs before assigning to work control, taking into account different skill sets and capacities (break into smaller tasks/workflows).HIGHLY DESIRABLE
174Preventative Maintenance ManagementSolution provides a method to see jobs in all phases of their lifecycle (ex. backlog, planned, scheduled, started, stalled).MANDATORY
175Preventative Maintenance ManagementSolution provides a method to see jobs by trade group and by asset.HIGHLY DESIRABLE
176Preventative Maintenance ManagementSolution provides a method to enable users to create multiple planned work requirements. These can be associated with projects and promoted to the work queue when the scope of work and funding are finalized.DESIRABLE
177Preventative Maintenance ManagementSolution provides a method to provide the ability to load any document and associate it with the work order (ex. certificates that need signatures).HIGHLY DESIRABLE
178Preventative Maintenance ManagementSolution provides a method to build standard operating procedures/workflows by work category and track/change the statuses online.HIGHLY DESIRABLE
179Preventative Maintenance ManagementSolution provides a method to assign multiple trade groups and multiple individuals to a single work order.HIGHLY DESIRABLE
180Preventative Maintenance ManagementSolution provides a method to assign a work order to a specific property/location without having to associate an equipment or asset ID.DESIRABLE
181Preventative Maintenance ManagementSolution provides a method to track repairs of multiple pieces of equipment/assets per work order.HIGHLY DESIRABLE
182Preventative Maintenance ManagementSolution provides a method to support unlimited user-definable billing rates by trade group or trade person.HIGHLY DESIRABLE
183Preventative Maintenance ManagementSolution provides a method for billing to be performed by specific work order, transaction, or account.HIGHLY DESIRABLE
184Preventative Maintenance ManagementSolution provides a method to maintain preventive maintenance (PM) histories of assets and equipment for at least five years, including associated costs.HIGHLY DESIRABLE
185Preventative Maintenance ManagementSolution provides a method to identify the contractor supplying the warranty work and have the contractor automatically defined on a work order when an asset is under contract warranty. (Rework to identify and link contractor).DESIRABLE
186Preventative Maintenance ManagementSolution provides a method to define a schedule for PM work order generation by user-defined frequencies (ex. holidays, recurring cadence - monthly, quarterly, annually, etc.).HIGHLY DESIRABLE
187Preventative Maintenance ManagementSolution provides a method define a schedule for seasonal PM work order generation.HIGHLY DESIRABLE
188Preventative Maintenance ManagementSolution provides a method to view forecasts of the labor necessary to support scheduled PM work orders by equipment ID.HIGHLY DESIRABLE
189Solution provides a method to view forecasts of the materials necessary to support scheduled PM work orders by equipment ID.DESIRABLE
190Preventative Maintenance ManagementSolution provides a method to view status of current/future deferred workload for PM by the year/week/month and by craft/trade.HIGHLY DESIRABLE
191Preventative Maintenance ManagementSolution provides a method to maintain a record of unscheduled/unplanned repairs done by PM mechanics and actual time spent (ex. work done in addition to planned maintenance).HIGHLY DESIRABLE
192Preventative Maintenance ManagementSolution provides a method to generate PM by location or trade to facilitate efficient people use and minimize travel.DESIRABLE
193Preventative Maintenance ManagementSolution provides a method that generate reports of overdue PM orders.HIGHLY DESIRABLE
Hazardous Material Tracking
194Hazardous Material TrackingSolution provides a method to catalog and track building-based hazardous materials (ex, asbestos).HIGHLY DESIRABLE1
195Hazardous Material TrackingSolution provides a method to catalog and track container-based hazardous materials (ex, refrigerants).DESIRABLE
196Hazardous Material TrackingSolution provides a method to track individual lots or containers of hazardous materials.DESIRABLE
197Hazardous Material TrackingSolution provides a method to track release and return/recovery of hazardous materials.DESIRABLE
198Hazardous Material TrackingSolution provides a method to track abatement or disposal of hazardous materials.DESIRABLE
199Hazardous Material TrackingSolution provides a method to classify hazardous materials by type and class.DESIRABLE
200Hazardous Material TrackingSolution provides a method to rate condition of hazardous materials.DESIRABLE
201Hazardous Material TrackingSolution provides a method to record user-defined attributes for hazardous materials.DESIRABLE
Reporting
202ReportingSolution provides a method to generate, customize, save and print out of the box reports.HIGHLY DESIRABLE1
203ReportingSolution provides a method for DES staff to build reports using reporting tools, such as, Crystal Reports and Microsoft Reporting Services.DESIRABLE
204ReportingSolution must produce reports in multiple formats. The minimum being Excel and PDF.HIGHLY DESIRABLE
205ReportingSolution provides a method for data to be available for export to Microsoft Excel. All graphics should also be available for export.HIGHLY DESIRABLE
206ReportingSolution provides the ability to report on the following out of the system:

•Current and future levels of unfunded maintenance by portfolio/building/system •Current and future priorities by critical/high/medium/low •Cost by building discipline •Financial scenarios based on different funding or savings strategies •Facility condition index of portfolio/building •Building condition assessment reports that detail systems, conditions, costs, and action required and include photographs of all systems audited

•Asset data by age, replacement costs, and square footageHIGHLY DESIRABLE
Asset Data Extraction, Transformation, & Loading
207Asset Data Extraction, Transformation, & LoadingAbility to bulk load asset data.MANDATORY1
208Asset Data Extraction, Transformation, & LoadingFull review process with the ability to make edits before approving asset updates.HIGHLY DESIRABLE
209Asset Data Extraction, Transformation, & LoadingAbility to add assets to preventative maintenance program via import/approval process.HIGHLY DESIRABLE
210Asset Data Extraction, Transformation, & LoadingAbility to add assets to Capital Projects via import/approval process.DESIRABLE
211Asset Data Extraction, Transformation, & LoadingAbility to build asset hierarchies (parent/child relationship) via import/approval process.HIGHLY DESIRABLE
212Asset Data Extraction, Transformation, & LoadingAbility to create system-generated IDs for assets imported from spreadsheets.DESIRABLE
213Asset Data Extraction, Transformation, & LoadingAbility to verify and approve changes made via the mobile application.DESIRABLE
Training
214TrainingBidder will provide printable/downloadable electronic training manuals. Training manuals must include step-by-step instruction for standard operating procedures and the most frequent functions taken by users.MANDATORY1
215TrainingBidder provides training on all system functionality. Initial on-site training must be included in the proposal.MANDATORY
216TrainingBidder provides annual training (in person or digital).DESIRABLE
217TrainingBidder to provide a detailed, scenario based test plan/script.DESIRABLE
Compliance Requirements
Digital Accessibility
218Digital AccessibilityThe solution will be required to meet the accessibility standards set forth in the Web Content Accessibility Guidelines (WCAG 2.1)
https://watech.wa.gov/policies/accessibility-policyMANDATORY1
219Digital AccessibilityDescribe or provide documentation on how the solution meets or plans to meet State of Washington minimum level of accessibility (WCAG 2.1 AA conformance)

Such evidence can include, but is not limited to:

• Voluntary Product Accessibility Template (VPAT) report, WCAG version. VPAT can be found at http://www.itic.org/policy/accessibility/

• Evidence of successful independent 3rd party testing to WCAG 2.1 AA standards.MANDATORY
Data Retention, Ownership, Use, & Destruction
220Data Retention, Ownership, Use, & DestructionDES must retain ownership of all data/documents within the solution. Data/documents within the solution cannot be deleted or removed without approval by DES and must be retained per the requirements in RCW 40.14 and DES records retention schedulesMANDATORY1
221Data Retention, Ownership, Use, & DestructionSolution must comply with the WaTech Media Sanitization and Disposal Standard requirements regarding media handling and disposal:
https://watech.wa.gov/sites/default/files/2023-09/Media%2520Sanitization%2520and%2520Disposal_Approved_2023_0.pdfMANDATORY
222Data Retention, Ownership, Use, & DestructionSolution provides the ability to place a record on hold and will not allow the record to be deleted without manual intervention and warningHIGHLY DESIRABLE
223Data Retention, Ownership, Use, & DestructionSolution must provide search capabilities based on any of the following: disposition date, opened or closed status and date, and deletion eligibility.HIGHLY DESIRABLE
224Data Retention, Ownership, Use, & DestructionSolution provides the ability to track records retention and disposition dates.HIGHLY DESIRABLE
225Data Retention, Ownership, Use, & DestructionSolution provides a method to 'flag' records/ attachments for deletion.HIGHLY DESIRABLE
226Data Retention, Ownership, Use, & DestructionSolution provides an automated method to purge the 'flagged' records once their retention period is up and the user has indicated the records are ready to be purged.HIGHLY DESIRABLE
227Data Retention, Ownership, Use & DestructionSolution provides DES a method to (from the vendor) purge the records once their retention period is up and the user has indicated the records are ready to be purged.MANDATORY
228Data Retention, Ownership, Use, & DestructionIn the event of termination of contract or bidder becomes insolvent, all data must be returned to the state of Washington in a suitable standard format and wiped from the SaaS provider's systems. This may also include the removal of backup data from tapes or other media sources.MANDATORY
229Data Retention, Ownership, Use, & DestructionSolution provides a method for DES to request raw data, without additional cost, to support requests (e.g. public disclosure). Data is made available on compatible data storage devices or files within 2 business days.MANDATORY
230Data Retention, Ownership, Use, & DestructionAll Data that may be collected by the application must be available for retrieval.MANDATORY
231Data Retention, Ownership, Use, & DestructionBidder to provide the documentation on how data is used by the application. (Example – if data is collected via the application and then used by vendor for AI learning, other system analysis, reporting, trend data etc. produce document specifying this.)MANDATORY
232Data Retention, Ownership, Use, & DestructionBidder to provide documentation on how data is used to improve application values, efficiency. (AI, machine learning). Does the solution have any processes that store data in other locations outside of the application - configuration/files/database, etc. Example - google search, stores, learn your likes, history of cache, etc.MANDATORY
233Data Retention, Ownership, Use, & DestructionSolution must comply with all Washington State privacy laws and policies.MANDATORY
Security
234SecuritySolution complies with the state of Washington security standards WaTech Policy SEC-01.
https://watech.wa.gov/policies/securing-information-technology-assetsMANDATORY1
235SecurityData accessed by vendors or external users/providers through a SaaS application must use Washington State approved Authentication Methods.

- Single Sign On

- Multi-Factor

- Azure AuthenticationMANDATORY
236SecurityData accessed by vendors or external users/providers through a SaaS application must use Washington State approved Multifactor Authentication.MANDATORY
237SecurityBidder must be able to go through and pass a state Security Design Review which will require responding to a series of detailed security questions about the solution and meeting with state IT staff.MANDATORY
238SecurityBidder must annually attest that their systems are in compliance with WaTech Policy SEC-01 and provide information on how they will continually test, and provide evidence, that compliance is maintained.MANDATORY
239SecurityAll data must be stored and transmitted in the contiguous United States of America only. (No offshore data transmission (e.g., for support services) or storage (e.g., hosted site or backup, disaster recovery or other locations) will be permitted.)MANDATORY
240SecurityAll data transfers must be encrypted using 256 bit (or higher) TLS 1.3 for HTTP traffic and SSH version 2 for any batch or real-time non-http transfers. Furthermore, SSL certificates must be SHA2 and signed by a trusted third party; no self-signed certificates will be considered.MANDATORY
241SecurityDES requires encryption of our data when at rest in vendor storage. Decryption of data at rest must be under control of the application and not a storage platform.MANDATORY
242SecuritySolution must be SOC 2 Type II compliant in accordance with AICPA AT 101. Attach a copy of SOC 2 type II report.
MANDATORY
243Security(SaaS only) Bidder to annually provide DES with a copy of the SOC 2 type II security audit report. SOC 1 reports will not meet this requirement.MANDATORY
244SecurityBidder must conduct regular audits and assessments of their internal privacy policy and procedures.MANDATORY
245SecurityBidder must conduct regular vulnerability assessments of their solution including the application code and infrastructure used by the application.MANDATORY
246SecurityBidder must have an incident response process that follows NIST standards and includes breach detection, breach notification and breach response. The process must include notification to DES as defined in the contract.MANDATORY
Financial

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