Attachment 7 - Orals Presentation Script.pdf

OFPM Facilities Management Systems Implementation and Support Solicitation # 1333ND21QNB130237 Attachment 7 – Oral Presentations Script

Oral Presentation Script Agenda

1. Introductions (5 min)

2. Implementation Approach based on PWS (15 min)

3. Product Demo: The purpose of the demo is to showcase features of the product, touching on each of the elements below. The vendor shall conduct the demonstration using a live system environment so that the full functionality of the system can be demonstrated. The vendor can follow their own presentation flow and style, as long as all elements are addressed. (1.5 Hours)

a. Part 1 – Construction Management

b. Part 2 – Asset Management and Preventative Maintenance (PM)

c. Part 3 – Labor Management and Scheduling

d. Part 4 – Work Order Lifecycle

e. Part 5 – Materials Management

f. Part 6 – Operational Intelligence

4. Questions and Answers (10 min)

Part 1 – Construction Management A new wing is being built to an existing building, OFPM needs to initiate and manage the project including contracting with an outside firm.

1. Demonstrate available capabilities for Construction Management lifecycle including

a. Enterprise resource planning

b. Capital Planning (long range facilities planning)

c. Construction Contract Management

d. Budget, Schedule, Scope and Risk reporting at the Project, Program and Portfolio Levels

e. Construction site/Project shutdown

f. Construction Site/Equipment lock out tag out

g. Cost Estimating

h. Bid Management,

i. Prime Contract

j. Budget, Commitments

k. Change Orders

l. RFIs, Submittals, Transmittals

m. Project Daily Log, Project Photos, Drawings, Documents, Safety Forms

n. Punch List

o. Planning and Coordination Meetings per contract requirements and reports

p. Directory

q. Architects Supplemental Information (ASI)

r. Project Correspondence

2. Demonstrate the integration between Enterprise Resource Planning (ERP) and Enterprise Asset

Management (EAM) through creating a new asset and upon project completion, demonstrate the transition/state change to EAM.

Attachment 7 – Oral Presentations Script

Part 2 – Asset Management and Preventative Maintenance (PM)

1. Demonstrate the asset register and the capabilities to manage an asset hierarchy. Demonstrate search capabilities.

2. Demonstrate real property lifecycle

3. Demonstrate the ability to associate operations and maintenance manuals, and warrantees and claims or other reference materials with an asset.

4. Showcase asset location capabilities including Geographic Information Systems (GIS)

5. Demonstrate real-time PM scheduling for newly created asset. Demonstrate scheduling options including calendar, meter readings, and real-time operational parameters.

6. Create a PM schedule (or provide a walkthrough of a pre-loaded PM schedule) associated with an asset.

7. Demonstrate how to edit job plans and associate them with PM’s. Demonstrate system capability to estimate number of hours required for PM based on previously charged labor for that similar PM.

8. Demonstrate integration with device monitoring systems to report downtime, trigger corrective work order and evaluate failures against expected service life

9. Demonstrate Asset Tagging and Scanning capabilities.

Part 3 – Labor Management and Scheduling

1. Demonstrate the capability to display work assignments across projects, teams and work types in order to level workloads, keep records and provide labor projections.

2. Demonstrate the system capabilities for managing certifications and/or skillsets.

3. Demonstrate ability to configure and track labor rates, with effective dates to allow for chargebacks.

4. Demonstrate scheduling using Gantt Charts, drag and drop scheduling, etc.

5. Demonstrate any automatic scheduling capabilities where the system automatically suggests worker schedules based on availability and necessary skills or certifications.

Part 4 - Work Order Lifecycle

An OFPM technician has discovered an issue in a building that requires servicing. The demonstration shall cover:

1. Technician identifies an issue and creates a work order, sets priority and work type (emergency, corrective, etc.) with all pertinent details from the perspective of the administrator responsible for generating work orders.

2. Demonstrate any approval workflow capabilities for the work order and release.

3. Assignment of a work order from the perspective of a shop manager to a resource to complete the work order. Demonstrate capability of the tool to either manually or automatically assign.

4. Demonstrate developing a job cost estimate including Identification of any materials and tools necessary to complete the work order. Demonstrate dynamic inventory capabilities including a scenario where there is not sufficient inventory on hand and the ability to generate a requisition and purchase request and route for approvals and demonstrate ability to delegate approvals.

5. Demonstrate receipt of work order by the employee responsible for performing the work using a mobile device*, demonstrate roles and permissions.

Attachment 7 – Oral Presentations Script

*The mobile device shall showcase all mobile work order capabilities including, but not limited to, notifications (text or email), receipt of the work order, off-line and ability to sync when connected, prioritization of other pending work orders, work order search capabilities, pending work order locations/mapping, any suggested map-based routing for completion of pending work orders, any associated procedures or reference material containing tasks for performing the work, and any other pertinent information available via a mobile device associated with work orders such as available parts/materials, tools, etc.

6. Demonstrate marking the work order complete including updating any supporting documentation. Demonstrate system capabilities associated with version control, history logs and audit trails.

7. If your product has a workflow engine, provide an overview of the engine, its routing capabilities, and any pre-defined templates. Indicate if your product supports digital signatures.

Part 5 – Materials Management

1. Review of parts inventory and the creation of a new requisition to maintain inventory levels.

Demonstrate capabilities for automatic and manual requisition when a reorder point is reached.

2. Create a requisition and a purchase order.

3. Demonstrate receiving of materials into the system using a mobile device, demonstrate if the system allows for multiple UPCs to reference one stock number. Demonstrate notifications to requester when material received.

4. Demonstrate issuance of materials. If possible, demonstrate how an employee would be able to purchase materials off shelves without a work order (“Point of Sale” capabilities).

5. Demonstrate that the system can accommodate multiple storerooms and accommodate transfers between warehouses. Demonstrate ability to create a web-based storeroom to allow

NIST employees to purchase supplies online.

Part 6 – Operational Intelligence

1. Demonstrate any dashboard features and capabilities, including:

a. Customizable Dashboard views based on user role

b. Display Key Performance Indicators and Real-time alerts

2. Demonstrate reporting capabilities

a. Ad Hoc Report generation wizards

b. Customizable Canned reports

c. Ability to Track and Forecast equipment downtime

d. Generate supporting lists for affected buildings and areas associated with PMs

e. Drill down reporting

f. Project reporting including milestones, project variances etc.

3. Demonstrate Notifications

a. Ability to define notifications and triggers

b. Ability to turn off notifications