Exhibit_1_-_Detailed_System_Application_Requirements.xlsm

XLSM spreadsheet 669 KB Posted

Attached to
Enterprise Asset Management - Software & Implementation State and local contract opportunity
Solicitation number
RFP 26-0007
Issued by
Maricopa County, Phoenix City, Arizona

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The file is an Excel spreadsheet titled "Exhibit_1_-_Detailed_System_Application_Requirements.xlsm" related to the City of Phoenix's Enterprise Asset Management (EAM) software and implementation project. The document provides a comprehensive, detailed breakdown of system requirements across multiple functional areas including Work Management, Asset Management, Preventative Maintenance, Supply Chain, Resource Management, Fleet Management, Mobile Workforce, Views and Analytics, and Technical Characteristics. The spreadsheet meticulously catalogs 2,894 specific requirements with prioritization, complexity levels, vendor response codes, and point allocations, covering aspects such as work order processing, asset tracking, maintenance scheduling, resource allocation, mobile field operations, and reporting capabilities.

The requirements document reflects a sophisticated, multi-departmental approach targeting integration across Aviation, Public Works, Street Transportation, and Water Services departments. Each requirement is systematically categorized with priority levels (High, Medium, Low), response complexity (Simple to Very Complex), and vendor response options (Base Feature, Configuration, User Defined Field, etc.). The system seeks comprehensive functionality with mandatory integration capabilities with existing systems like SAP, PeopleSoft, HARS, SCADA, and GIS, emphasizing robust security protocols, real-time data synchronization, and flexible configuration options. The requirements suggest a complex technological ecosystem designed to support extensive asset management across multiple municipal operations, with a strong focus on scalability, user-defined customization, and comprehensive reporting and analytics capabilities.

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Exhibit_1_-_Detailed_System_Application_Requirements.xlsm XLSM spreadsheet
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Set-Up

#IncludeTab NameTab Description🔗------Permanent ID------HighestStarting CountsAddedDeletedMaskedEnding CountsNo Priority Assigned% CompletePriorityUnused PrioritiesUnadj Maximum PointsUnadj PercentWeightAdj Maximum PointsAdj PercentVendor ResponseDescriptionComplexDescriptionCurrent StateDescriptionMinimum % MatchActivate Error Checking√PriorityDescriptionFlag if Response >Flag if No ResponseFlag if CommentVendor Response
(DO NOT CHANGE HERE)PrefixNext #Next IDRowSHMLI6789FromToColorABC
1√Work MgmtWork Management Requirements🔗909882- 0- 0- 0882- 0- 08211843- 0- 0- 0- 0- 08,38634.0%1.008,38634.0%BaseBase FeatureSimpleSimpleCCurrently Available0%0%RAuto-Assign Permanent Numbers√SStrategic - Must HaveB√√25150
2√Asset MgmtAsset Management Requirements🔗536514- 0- 0- 05143- 0458944- 0- 0- 0- 0- 04,71319.1%1.004,71319.1%ConfigurationConfigurationxModerateModerateMManual Process1%50%YHHigh - Must HaveC√√1050
3√MaintenancePreventative Maintenance Requirements🔗241230- 0- 0- 0230- 0- 021776- 0- 0- 0- 0- 02,2179.0%1.002,2179.0%UDFUser Defined FieldxComplexComplexNCannot Do Today51%99%LGShow Vendor Match ColorsXMMedium - Important√√520
4√Supply ChainSupply Chain Requirements🔗330314- 0- 0- 03144- 015771802- 0- 0- 0- 02,0858.4%1.002,0858.4%Product CalendarProduct CalendarVery ComplexVery ComplexFFuture Requirement100%100%GLLow - Optional√210
5√Resource MgmtResource Management Requirements🔗8982- 0- 0- 082- 0- 064711- 0- 0- 0- 0- 06972.8%1.006972.8%New ReportNew ReportxN/ANot ApplicableProtect PasswordTMG1IInformation Only000
6√FleetFleet Maintenance Requirements🔗8074- 0- 0- 074- 0- 0- 0- 0- 074- 0- 0- 0- 0- 00.0%1.00- 00.0%New InterfaceNew Interfacex
7√MobileMobile Work Force Requirements🔗251247- 0- 0- 0247- 0- 02042320- 0- 0- 0- 0- 02,1958.9%1.002,1958.9%ExtensionExtensionxDELDelete Requirement
8√Views & AnalyticsViews and Analytics Requirements🔗243219- 0- 0- 0219- 0- 0182111511- 0- 0- 0- 01,9057.7%1.001,9057.7%EnhancementEnhancementx
9√TechnicalTechnical Characteristics Requirements🔗328308- 0- 0- 0308- 0- 0202353437- 0- 0- 0- 02,2639.2%1.002,2639.2%New FormNew Formx
10√PortalsPortal Requirements🔗2924- 0- 0- 024- 0- 0213- 0- 0- 0- 0- 0- 02250.9%1.002250.9%New WorkflowNew Workflowx
113rd-Party AppThird-Party ApplicationxDELDelete RequirementRequirements Deleted During Review
12Cannot MeetCannot MeetMASKMask RequirementRequirements Removed (N/A Service)
13N/ANot ApplicableREMRemove from Master (TMG)Permanently Remove Requirement
14Vendor ResponseDescriptionFlag if Comment√
15YesYes
16NoNo
17N/ANot Applicable
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
Total Count2,894- 0- 0- 02,894799.76%- 02,326184253124- 0- 0- 0- 024,686100%24,686100%
Base = Base FeatureSimple = Simple
Base = Base Feature Configuration = ConfigurationSimple = Simple Moderate = Moderate
Base = Base Feature Configuration = Configuration UDF = User Defined FieldSimple = Simple Moderate = Moderate Complex = Complex
Base = Base Feature Configuration = Configuration UDF = User Defined Field Product Calendar = Product CalendarSimple = Simple Moderate = Moderate Complex = Complex Very Complex = Very Complex
Base = Base Feature Configuration = Configuration UDF = User Defined Field Product Calendar = Product Calendar New Report = New ReportSimple = Simple Moderate = Moderate Complex = Complex Very Complex = Very Complex N/A = Not Applicable
Base = Base Feature Configuration = Configuration UDF = User Defined Field Product Calendar = Product Calendar New Report = New Report New Interface = New InterfaceSimple = Simple Moderate = Moderate Complex = Complex Very Complex = Very Complex N/A = Not Applicable
Base = Base Feature Configuration = Configuration UDF = User Defined Field Product Calendar = Product Calendar New Report = New Report New Interface = New Interface Extension = ExtensionSimple = Simple Moderate = Moderate Complex = Complex Very Complex = Very Complex N/A = Not Applicable
Base = Base Feature Configuration = Configuration UDF = User Defined Field Product Calendar = Product Calendar New Report = New Report New Interface = New Interface Extension = Extension Enhancement = EnhancementSimple = Simple Moderate = Moderate Complex = Complex Very Complex = Very Complex N/A = Not Applicable
Base = Base Feature Configuration = Configuration UDF = User Defined Field Product Calendar = Product Calendar New Report = New Report New Interface = New Interface Extension = Extension Enhancement = Enhancement New Form = New FormSimple = Simple Moderate = Moderate Complex = Complex Very Complex = Very Complex N/A = Not Applicable
Base = Base Feature Configuration = Configuration UDF = User Defined Field Product Calendar = Product Calendar New Report = New Report New Interface = New Interface Extension = Extension Enhancement = Enhancement New Form = New Form New Workflow = New WorkflowSimple = Simple Moderate = Moderate Complex = Complex Very Complex = Very Complex N/A = Not Applicable
Base = Base Feature Configuration = Configuration UDF = User Defined Field Product Calendar = Product Calendar New Report = New Report New Interface = New Interface Extension = Extension Enhancement = Enhancement New Form = New Form New Workflow = New Workflow 3rd-Party App = Third-Party ApplicationSimple = Simple Moderate = Moderate Complex = Complex Very Complex = Very Complex N/A = Not Applicable
Base = Base Feature Configuration = Configuration UDF = User Defined Field Product Calendar = Product Calendar New Report = New Report New Interface = New Interface Extension = Extension Enhancement = Enhancement New Form = New Form New Workflow = New Workflow 3rd-Party App = Third-Party Application Cannot Meet = Cannot MeetSimple = Simple Moderate = Moderate Complex = Complex Very Complex = Very Complex N/A = Not Applicable

B = Base Feature C = Configuration U = User Defined Field P = Product Calendar R = New Report I = New Interface E = Extension/Enhancement F = New Form W = New Workflow T = Third-Party Application X = Cannot Meet N/A = Not Applicable S = Simple M = Moderate C = Complex V = Very Complex N/A = Not Applicable

All Requirements

LEVELPermanent ID #Ref #Requirement DescriptionUtility PriorityVendor ResponseComplexity LevelProduct (Module)
& VersionReference / CommentsInternal NotesCurrent StateAll RequirementsROWFORMAT CONTROLTabTabMaxSeqFORMAT CONTROLPriority in TCOCurrent StateResponseColumnUnadj PointsPriority %Current State %Adjusted Points
MajorWM.00011.Work Management Requirements1Work Mgmt9092Major
MinorWM.00021.1.Work Management1Work Mgmt9093Minor
WM.00031.1.1The solution shall allow users to provide a description of work to be performed.HCHMandatory1Work Mgmt9094REQERROR:#REF!ERROR:#REF!
WM.00041.1.2The solution shall allow the generation of a design/estimate without a work order (financial) or work request number.LNLOptional1Work Mgmt9095REQERROR:#REF!ERROR:#REF!

Table of Contents

Filters:WorksheetLevelWORKSHEETCATEGORY / ▪ SUB CATEGORYROWHYPERLINKTabTabMaxSeqSectionLevelRow▪[Exhibit_1_-_Detailed_System_Application_Requirements_(2) (1).xlsm]
Work MgmtMajorWork Mgmt҉1Work Mgmt511. Work Management RequirementsMajor2Sub Symbol҉
Work MgmtMinor1.1. Work Management …………………………………………………………………………………………………………………………………………………………………………………………3҉1Work Mgmt521.1. Work ManagementMinor3Ͱ…………………………………………………………………………………………………………………………………………………………………………………………
Work MgmtMinor1.2. Work Planning/ Management …………………………………………………………………………………………………………………………………………………………………………………………377҉1Work Mgmt531.2. Work Planning/ ManagementMinor377҉
Work MgmtMinor1.3. Work Execution …………………………………………………………………………………………………………………………………………………………………………………………620҉1Work Mgmt541.3. Work ExecutionMinor620→
Work MgmtEnd…………………………………………………………………………………………………………………………………………………………………………………………909҉1Work Mgmt55End909▪
Asset MgmtMajorAsset Mgmt҉2Asset Mgmt312. Asset Management RequirementsMajor2˧
Asset MgmtMinor2.1. Asset Management …………………………………………………………………………………………………………………………………………………………………………………………3҉2Asset Mgmt322.1. Asset ManagementMinor3∆
Asset MgmtMinor2.2. Building Requirements …………………………………………………………………………………………………………………………………………………………………………………………531҉2Asset Mgmt332.2. Building RequirementsMinor531√
MaintenanceMajorMaintenance҉3Maintenance313. Preventative Maintenance RequirementsMajor2»
MaintenanceMinor3.1. Preventative Maintenance …………………………………………………………………………………………………………………………………………………………………………………………3҉3Maintenance323.1. Preventative MaintenanceMinor3◊
MaintenanceEnd…………………………………………………………………………………………………………………………………………………………………………………………241҉3Maintenance33End241●
Supply ChainMajorSupply Chain҉4Supply Chain414. Supply Chain RequirementsMajor2
Supply ChainMinor4.1. Supply Chain …………………………………………………………………………………………………………………………………………………………………………………………3҉4Supply Chain424.1. Supply ChainMinor3
Supply ChainMinor4.2. Contracts Management …………………………………………………………………………………………………………………………………………………………………………………………272҉4Supply Chain434.2. Contracts ManagementMinor272
Supply ChainEnd…………………………………………………………………………………………………………………………………………………………………………………………330҉4Supply Chain44End330
Resource MgmtMajorResource Mgmt҉5Resource Mgmt315. Resource Management RequirementsMajor2
Resource MgmtMinor5.1. Resource Management …………………………………………………………………………………………………………………………………………………………………………………………3҉5Resource Mgmt325.1. Resource ManagementMinor3
Resource MgmtEnd…………………………………………………………………………………………………………………………………………………………………………………………89҉5Resource Mgmt33End89
FleetMajorFleet҉6Fleet316. Fleet Maintenance RequirementsMajor2
FleetMinor6.1. Fleet Maintenance …………………………………………………………………………………………………………………………………………………………………………………………3҉6Fleet326.1. Fleet MaintenanceMinor3
FleetEnd…………………………………………………………………………………………………………………………………………………………………………………………80҉6Fleet33End80
MobileMajorMobile҉7Mobile317. Mobile Work Force RequirementsMajor2
MobileMinor7.1. Mobile Work Force …………………………………………………………………………………………………………………………………………………………………………………………3҉7Mobile327.1. Mobile Work ForceMinor3
MobileEnd…………………………………………………………………………………………………………………………………………………………………………………………251҉7Mobile33End251
Views & AnalyticsMajorViews & Analytics҉8Views & Analytics318. Views and Analytics RequirementsMajor2
Views & AnalyticsMinor8.1. Views and Analytics …………………………………………………………………………………………………………………………………………………………………………………………3҉8Views & Analytics328.1. Views and AnalyticsMinor3
Views & AnalyticsEnd…………………………………………………………………………………………………………………………………………………………………………………………243҉8Views & Analytics33End243
TechnicalMajorTechnical҉9Technical319. Technical Characteristics RequirementsMajor2
TechnicalMinor9.1. Technical Characteristics …………………………………………………………………………………………………………………………………………………………………………………………3҉9Technical329.1. Technical CharacteristicsMinor3
TechnicalEnd…………………………………………………………………………………………………………………………………………………………………………………………328҉9Technical33End328
PortalsMajorPortals҉10Portals3110. Portal RequirementsMajor2
PortalsMinor10.1. Contractor Portal …………………………………………………………………………………………………………………………………………………………………………………………3҉10Portals3210.1. Contractor PortalMinor3
PortalsEnd…………………………………………………………………………………………………………………………………………………………………………………………29҉10Portals33End29

99. Template Format

LEVELPermanent ID #Ref #Requirement DescriptionPriorityVendor ResponseComplexity LevelProduct (Module)
& VersionReference / CommentsInternal NotesCurrent StateComplexity Req'dBusiness Area:WSD PriorityCity PriorityPublic WorksPCCAviationOpenOpenOpenOpenOpenOpenOpenNext Permanent ID99. Template FormatROWFORMAT CONTROLMAJOR NUMBERMINOR NUMBERSEQUENCE NUMBERREFERENCE NUMBERADDED/ REMOVEDSEQLEVELTITLE / Y/NROWPriority/ ResponseErrors Activated (Set-Up)√Errors/ WarningsNo ResponseBad ResponseCheck Comment% MatchColorNew Req. w/o ID
MajorTP.00010.Template FormatERROR:#N/A12Major0000.1Major0. Template Format2
GroupTP.0002GROUP CATEGORY23Group002GroupGROUP CATEGORY3
MinorTP.00030.1.Minor Category34Minor0100.1.3Minor0.1. Minor Category4
SubTP.0004Sub Category45Sub0104SubSub Category5
TP.0005Does your product provide...:56GRP010
TP.00060.1.1> ElectricHConfigurationHMandatory67REQ0110.1.1H/ConfigurationWARN1ERROR:#REF!
TP.00070.1.2> Gas?MEnhancementVery ComplexMPreferred78REQ0120.1.2M/EnhancementERROR:#REF!
TP.00080.1.3> Water?LUDFLOptional89REQ0130.1.3L/UDFERROR:#REF!
TP.00090.1.4> New Requirement Added?IBaseIInfo Only910REQ0140.1.4I/BaseERROR:#REF!
TP.00100.1.5> Waste Water?HUDFHMandatory1011REQ0150.1.5H/UDFWARN1ERROR:#REF!
TP.00110.1.6> Solid Waste?1112REQ0160.1.6/ERROR:#REF!
TP.00120.1.7> Storm Water?1213REQ0170.1.7/ERROR:#REF!
TP.00130.1.8> Cable?1314REQ0180.1.8/ERROR:#REF!
SubTP.0014Sub Category1415Sub0185SubSub Category15
TP.00150.1.9Does your product provide xyz? (Y/N)1516REQ0190.1.9Y/N/ERROR:#REF!
TP.00160.1.10Does your product provide abc? (Y/N)1617REQ01100.1.10Y/N/ERROR:#REF!
GroupTP.0017GROUP CATEGORY1718Group006GroupGROUP CATEGORY18
MinorTP.00180.2.Minor Category1819Minor0200.2.6Minor0.2. Minor Category19
SubTP.0019Sub Category1920Sub0207SubSub Category20
TP.0020Does your product provide...:2021GRP020
TP.00210.2.1> Electric?2122REQ0210.2.1/ERROR:#REF!
TP.00220.2.2> Gas?2223REQ0220.2.2/ERROR:#REF!
TP.00230.2.3> Water?2324REQ0230.2.3/ERROR:#REF!
TP.00240.2.4> Waste Water?2425REQ0240.2.4/ERROR:#REF!
TP.00250.2.5> Solid Waste?2526REQ0250.2.5/ERROR:#REF!
TP.00260.2.6> Storm Water?2627REQ0260.2.6/ERROR:#REF!
TP.00270.2.7> Cable?2728REQ0270.2.7/ERROR:#REF!
EndTP.00282829End0278End29Y

Insert a New Requirement

Instructions Tab Responses to questions should be as they pertain to the proposed version of the solution or system that is in production use in an environment that is comparable to the City as of the proposal due date. Please provide a Response Code for all requirements and Complexity Code value for all requirements that require additional work to implement. Sample guidelines for complexity values are listed in Exhibit 4.

Response CodesDescription
BBase FeatureThis requirement currently exists in the proposed version of the solution that is in production use in an environment that is comparable to the City’s and can be demonstrated.
CConfigurationThis requirement can be satisfied as a base feature configuration.
UUser Defined FieldThis requirement can be satisfied with the use of a user-defined field (UDF).
PProduct CalendarThis requirement will be available for production use prior to acceptance testing by the City and will be incorporated at no additional charge as part of the baseline solution.
RNew or Modified ReportThis requirement can be satisfied with either the development of a new report or the modification of an existing report.
INew or Modified InterfaceThis requirement can be satisfied with either the development of a new interface or the modification of an existing interface.
EExtension/EnhancementThis requirement is not currently available but can be provided as an enhancement to the baseline solution or as an extension or modification.
FNew or Modified FormThis requirement can be satisfied with either the development of a new form or the modification of an existing form.
WNew or Modified WorkflowThis requirement can be satisfied with either the development of a new workflow or the modification of an existing workflow.
TThird-Party ApplicationThis requirement can be satisfied with a third-party application (specify in the application/module column and include any costs in the costing spreadsheet).
XCannot Meet RequirementThis requirement is not included in the proposed solution (provide a brief explanation of why it cannot be met in the comments column).
N/ANot ApplicableThis requirement is not applicable to the proposed solution (provide a brief explanation of why it is not applicable in the comments column).
Note 1: If multiple responses apply (e.g., requires a new form and a new report), select the response for the most complex change and adjust the complexity level accordingly based the total effort.
Note 2: If multiple requirements are satisfied by the same report, extension, etc., indicate the group of requirements that are included in the "Reference / Comments" column. This should also provide a reference to the cost line items in the costing spreadsheet.
Complexity CodesDescription
SSimpleThis requirement can be satisfied with a simple work effort.
MModerateThis requirement can be satisfied with a moderate work effort.
CComplexThis requirement can be satisfied with a complex work effort.
VVery ComplexThis requirement can be satisfied with a very complex work effort.
N/ANot ApplicableThis requirement requires no additional development effort (e.g., Base Feature).

Work Mgmt

LEVELPermanent ID #Ref #Requirement DescriptionPriorityVendor ResponseComplexity LevelProduct (Module)
& VersionReference / CommentsInternal NotesCurrent StateBusiness Area:WSD PriorityCity PriorityPublic WorksPCCAviationStreetsOpenOpenOpenOpenOpenOpenNext Permanent IDWork MgmtROWFORMAT CONTROLMAJOR NUMBERMINOR NUMBERSEQUENCE NUMBERREFERENCE NUMBERADDED/ REMOVEDSEQLEVELTITLE / Y/NROWPriority/ ResponseErrors Activated (Set-Up)√Errors/ WarningsNo ResponseBad ResponseCheck Comment% MatchColorNew Req. w/o ID
MajorWM.00011.Work Management Requirements12Major1001.1Major1. Work Management Requirements2
MinorWM.00021.1.Work Management23Minor1101.1.2Minor1.1. Work Management3
WM.00031.1.1The solution shall allow users to provide a description of work to be performed.HCHMandatory34REQ1111.1.1H/ERR1
WM.00041.1.2The solution shall allow the generation of a design/estimate without a work order (financial) or work request number.LNLOptional45REQ1121.1.2L/ERR1
WM.00051.1.3The solution shall enable the drafting, proposing, or modeling of a design, without the design being included in active work management stream.LNLOptional56REQ1131.1.3L/ERR1
WM.00061.1.4The solution shall compare multiple work designs for optimum cost. Allow the user to vary items such as equipment, material and labor selection.LNLOptional67REQ1141.1.4L/ERR1
WM.00071.1.5The solution shall identify the labor disciplines and skill sets required to complete the work.HCHMandatory78REQ1151.1.5H/ERR1
WM.00081.1.6The solution shall provide gross estimates for labor hours and cost using burdened (with overhead allocations) or unburdened rates.HCHMandatory89REQ1161.1.6H/ERR1
WM.00091.1.7The solution shall identify and record materials required to complete the work.HCHMandatory910REQ1171.1.7H/ERR1
WM.00101.1.8The solution shall provide gross estimates for material cost.HCHMandatory1011REQ1181.1.8H/ERR1
WM.00111.1.9The solution shall identify and record any vehicles, special tools or safety equipment required to complete the work.HCHMandatory1112REQ1191.1.9H/ERR1
WM.00121.1.10The solution shall provide gross estimates for tool and equipment (including vehicle) hours and cost.HCHMandatory1213REQ11101.1.10H/ERR1
WM.00131.1.11The solution shall identify and record any special items such as non-stock material or contractor costs (e.g., trenching crew, contract labor, flaggers).HCHMandatory1314REQ11111.1.11H/ERR1
WM.00141.1.12The solution shall provide gross estimates for special items such as non-stock material or contractor costs (e.g., trenching crew, contract labor, flaggers).HCHMandatory1415REQ11121.1.12H/ERR1
WM.00151.1.13The solution shall enable the City to provide initial labor, tool and equipment (including vehicles) costs and allow these to be updated at user-defined intervals.HCHMandatory1516REQ11131.1.13H/ERR1
WM.00161.1.14The solution shall allow for defined labor classes.HFHMandatory1617REQ11141.1.14H/ERR1
WM.00171.1.15The solution shall allow the assigning of employees, workgroups, crews, rotations to a labor class.HCHMandatoryMandatoryMandatoryMandatoryMandatory1718REQ11151.1.15H/ERR1
WM.10131.1.16The solution shall allow for work orders to be assigned to more than one individual.HHMandatoryMandatoryMandatoryMandatory101319REQ11161.1.16H/ERR1
WM.00181.1.17The solution shall allow material costs to come directly from the inventory system or subsystem and be updated in real time.HCHMandatory1820REQ11171.1.17H/ERR1
WM.00191.1.18The solution shall allow designs/estimates to be locked to cost updates once approved. An update can be manually triggered.HFHMandatory1921REQ11181.1.18H/ERR1
WM.00201.1.19The solution shall allow for a factor to increase or decrease the estimate such as by work location (e.g., to accommodate travel costs, etc.).HFHMandatory2022REQ11191.1.19H/ERR1
WM.00211.1.20The solution shall support the allocation of estimated costs in a design to the City and to the customer.LNLOptional2123REQ11201.1.20L/ERR1
WM.00221.1.21The solution shall support work authorization approvals based on estimated dollar amount or other user-defined criteria once a design/estimate has been completed.HFHMandatory2224REQ11211.1.21H/ERR1
WM.00231.1.22The solution shall configure a supplementary review step If work is re-designed or re-estimated after approval has been obtained and the dollar amount is X% higher or lower than the previously approved amount.HFHMandatory2325REQ11221.1.22H/ERR1
WM.00241.1.23The solution shall allow the above to be configurable by work type and/or department.HFHMandatory2426REQ11231.1.23H/ERR1
WM.00251.1.24The solution shall provide for the viewing and printing of a bill of material.HCHMandatory2527REQ11241.1.24H/ERR1
WM.00261.1.25The solution shall allow for the entry of the crew size and type (City or contractor, etc.) required to complete the work.HCHMandatory2628REQ11251.1.25H/ERR1
WM.00271.1.26The solution shall allow for the entry of permit, easement, and tagging requirements required to complete the work.HCHMandatory2729REQ11261.1.26H/ERR1
WM.00281.1.27The solution shall provide for adjustment of estimates for existing account/project budget numbers.HCHMandatory2830REQ11271.1.27H/ERR1
WM.00291.1.28The solution shall flag when account/project budget has been exceeded or is being approached, with appropriate approval process if budget is being exceeded.LCLOptional2931REQ11281.1.28L/ERR1
WM.00301.1.29The solution shall provide for the ability to request/establish a new account/project number.LCLOptional3032REQ11291.1.29L/ERR1
WM.10111.1.30The solution shall have the ability to record price quotes.HHMandatoryMandatoryMandatoryMandatory101133REQ11301.1.30H/ERR1
WM.10121.1.31The solution shall have the ability to store project deliverables / documents.HHMandatoryMandatoryMandatoryMandatory101234REQ11311.1.31H/ERR1
WM.00311.1.32The solution shall provide for the generation of a work order and assignment of a unique work order number based upon an approved work estimate/design.HCHMandatory3135REQ11321.1.32H/ERR1
WM.00321.1.33The solution shall enable the ability to copy/duplicate existing designs.LNLOptional3236REQ11331.1.33L/ERR1
WM.00331.1.34The solution shall provide viewable and printable overall gross estimated costs for work order.
Include accounting overheads in appropriate estimates (e.g., load company crew labor estimate but not contract crew estimate).HCHMandatory3337REQ11341.1.34H/ERR1
WM.00341.1.35The solution shall receive and store the finalized and as-built versions of a design.MNMPreferred3438REQ11351.1.35M/ERR1
WM.00351.1.36The solution shall provide for identifying, capturing, and tracking work requests originating from various sources and to indicate the source in the work request.
This includes any customer requests (leak, water quality, etc.), outside agency requests, and internal department requests.HCHMandatory3539REQ11361.1.36H/ERR1
WM.00361.1.37The solution shall assign a unique identifier to the work request.HCHMandatory3640REQ11371.1.37H/ERR1
WM.00371.1.38The solution shall support a description of work to be performed.HCHMandatory3741REQ11381.1.38H/ERR1
WM.00381.1.39The solution shall provide the ability to associate or disassociate a customer, an asset/premise or miscellaneous work location to a work request.HCHMandatory3842REQ11391.1.39H/ERR1
WM.00391.1.40The solution shall provide the ability to associate or disassociate a customer to a work activity.HCHMandatory3943REQ11401.1.40H/ERR1
WM.00401.1.41The solution shall provide the ability to associate or disassociate an asset to a work activity.HCHMandatory4044REQ11411.1.41H/ERR1
WM.00411.1.42The solution shall provide the ability to associate or disassociate a work location to a work activity.HCHMandatory4145REQ11421.1.42H/ERR1
WM.00421.1.43The solution shall support review of the work request for completeness at all times.HCHMandatory4246REQ11431.1.43H/ERR1
WM.00431.1.44The solution shall provide for the review of a work request to identify the criticality of the work and the priority to be assigned.HCHMandatory4347REQ11441.1.44H/ERR1
WM.00441.1.45The solution shall provide the ability to change a work request (the reason code) with the appropriate authorizations to the type of work that actually needs to be completed.HCHMandatory4448REQ11451.1.45H/ERR1
WM.00451.1.46The solution shall identify requests that are subject to compliance and track the follow up activity and ensure that the order (and all related/subsequent orders) is completed according to compliance requirements.HCHMandatory4549REQ11461.1.46H/ERR1
WM.00461.1.47The solution shall allow the above to be configurable.HFHMandatory4650REQ11471.1.47H/ERR1
WM.00471.1.48The solution shall assign (by user-defined categories, such as by geographical area, by work type, by spatial grid, etc.) the work request to the appropriate department or individual for follow-up and routing of the request using an automated work queue, including messaging to inform the appropriate department or individual that the work request has been assigned to them.HCHMandatory4751REQ11481.1.48H/ERR1
WM.00481.1.49The solution shall provide the ability to identify duplicate requests with user defined verification parameters (e.g., look across order types, premises, customers, etc.).HCHMandatory4852REQ11491.1.49H/ERR1
WM.00491.1.50The solution shall enable the ability to copy/duplicate existing request.HCHMandatory4953REQ11501.1.50H/ERR1
WM.00501.1.51The solution shall allow attaching electronic documents to a work request or work order.HCHMandatory5054REQ11511.1.51H/ERR1
WM.00511.1.52The solution shall provide for the generation of a work order and assignment of a unique work order number based upon an approved work request.HCHMandatory5155REQ11521.1.52H/ERR1
WM.00521.1.53The solution shall provide for multiple levels of approval for the work request.HCHMandatory5256REQ11531.1.53H/ERR1
WM.00531.1.54The solution shall provide a drop down list of work request disposition codes and reasons.
System also allows for free-form comments. Entering in the disposition code will update the work request status.HCHMandatory5357REQ11541.1.54H/ERR1
WM.00541.1.55The solution shall provide multiple access paths to find the work request including: requester name, address, request number, individual assigned to request, etc.
Include wild card search capability to accommodate miscellaneous work locations (not based on an established premise).HCHMandatory5458REQ11551.1.55H/ERR1
WM.00551.1.56The solution shall provide work requests reporting based on user-defined parameters.HCHMandatory5559REQ11561.1.56H/ERR1
WM.00561.1.57The solution shall enable the tracking and viewing the status (such as in design, hold for customer, hold for money, hold for permits, open, closed, canceled, scheduled (and date), etc.) of a work request or work order at any time throughout the work process.
Provide a viewable history of status changes, users who performed the changes, and the dates that the changes were performed.HCHMandatory5660REQ11571.1.57H/ERR1
WM.00571.1.58The solution shall provide for the ability to interface with the CIS to convert a field activity in the CIS system to a request in WAM.LCLOptional5761REQ11581.1.58L/ERR1
WM.00581.1.59The solution shall interface with the utility's CIS system to provide the ability to convert miscellaneous work locations to actual premises if the actual premise exists.
System will warn user if an actual premise exists with the option to edit.LCLOptional5862REQ11591.1.59L/ERR1
WM.00591.1.60The solution shall track that the CIAC fee payment has been received and initiate refund to the original customer as other customers are connected.LNLOptional5963REQ11601.1.60L/ERR1
WM.00601.1.61The solution shall have the ability to capture Corrective descriptions, including but not limited to: labor resources, equipment resources, material resources, condition after work completed, outage duration, task duration, work description, etc.HCHMandatory6064REQ11611.1.61H/ERR1
WM.00611.1.62The solution shall have the ability to capture Maintenance descriptions, including but not limited to: labor resources, equipment resources, material resources, condition after work completed, task duration, work description, unit costs for parts, etc.HCHMandatory6165REQ11621.1.62H/ERR1
WM.00621.1.63The solution shall have the ability to capture Inspection descriptions, including but not limited to: labor resources, equipment resources, material resources, condition after work completed, task duration, due date for next inspection, etc.HCHMandatory6266REQ11631.1.63H/ERR1
WM.00631.1.64The solution shall have the ability to capture Capital descriptions, including but not limited to: initial design, labor resources, equipment resources, material resources, task duration, as-built designs, etc.HCHMandatory6367REQ11641.1.64H/ERR1
WM.10081.1.65The solution shall track both planned and actual work order data, including: labor, materials, contractor, other data.
(Example: One can view the results and see the actual vs. planned timing and expense to assist with budgeting, forecasting, and operational performance)HHMandatoryMandatoryMandatoryMandatory100868REQ11651.1.65H/ERR1
WM.10141.1.66The solution shall include a required data field to record real time asset condition with algorithmic capabilities.HHMandatoryMandatoryMandatoryMandatory101469REQ11661.1.66H/ERR1
WM.00641.1.67The solution shall allow for the creation of custom work templates with a pre-configured list of steps (activities), labor, equipment and material requirements.HCHMandatory6470REQ11671.1.67H/ERR1
WM.00651.1.68The solution shall provide a "quick" work template for use by field supervisors.
Would allow for collection of labor and materials for small, emergent, routine work (e.g., repair of minor damage).HCHMandatory6571REQ11681.1.68H/ERR1
WM.00661.1.69The solution shall support simple and quick creation of work templates for work that occurs frequently (I.e., a "hot-key" or button may be used to create the starting data or configuration for a given work type).HCHMandatory6672REQ11691.1.69H/ERR1
WM.00671.1.70The solution shall allow the creation of an unlimited number of work "templates" (step combinations) to include inspections, any type of work steps (activities), reviews, etc.HCHMandatory6773REQ11701.1.70H/ERR1
WM.00681.1.71The solution shall allow for modification of any work-step or labor, equipment and material requirement for any work template with proper authorization.HCHMandatory6874REQ11711.1.71H/ERR1
WM.00691.1.72The solution shall allow the creation of a work order to track labor and materials that acts as a child to an existing work order.HCHMandatory6975REQ11721.1.72H/ERR1
WM.00701.1.73The solution shall have the ability to identify and indicate type of work, automatically assigning appropriate accounting/project numbers.HCHMandatory7076REQ11731.1.73H/ERR1
WM.00711.1.74The solution shall allow for multiple combinations of accounting project/task numbers per work order.HCHMandatory7177REQ11741.1.74H/ERR1
WM.00721.1.75The solution shall provide the ability for accounting/project numbers to be modified after the work order has been created/approved.HCHMandatory7278REQ11751.1.75H/ERR1
WM.00731.1.76The solution shall provide for the ability to add contact information for relevant parties or stakeholders to a work request or work order.
Examples: contractor, developer, property owner, foreman, engineer, etc.HCHMandatory7379REQ11761.1.76H/ERR1
WM.00741.1.77The solution shall allow the user to specify the labor hours, materials, equipment required to perform the activity.HCHMandatory7480REQ11771.1.77H/ERR1
WM.00751.1.78The solution shall allow the specification of the labor hours, materials, equipment required to perform the activity from a template.HCHMandatory7581REQ11781.1.78H/ERR1
WM.00761.1.79The solution shall allow generation of a simple work order to record labor and materials for corrective maintenance (emergent work).HCHMandatory7682REQ11791.1.79H/ERR1
WM.00771.1.80The solution shall produce a "pick-list" from inventory for use on a given work order.HCHMandatory7783REQ11801.1.80H/ERR1
WM.00781.1.81The solution shall allow for the configuration of a "request" step and recording a start date associated with the activity.
This accommodates the tracking of customer requests that are on "hold" due to required customer action or other investigation.HCHMandatory7884REQ11811.1.81H/ERR1
WM.00791.1.82The solution shall have the ability to add free-form remarks to work order and choose whether or not the remarks will print (and on mobile) on the work order.
System will indicate user and timestamp for each remark.HCHMandatory7985REQ11821.1.82H/ERR1
WM.00801.1.83The solution shall have the ability to add information to work orders such as locate descriptions for use in the "Call Before You Dig" system.LCLOptional8086REQ11831.1.83L/ERR1
WM.00811.1.84The solution shall have the ability to automatically transmit locate description to the "Call Before You Dig" system, including date for the work to begin.LCLOptional8187REQ11841.1.84L/ERR1
WM.00821.1.85The solution shall provide the ability to create a blanket work order.
Blanket work orders remain open for an indefinite period of time and may be charged by resources that have not been specifically assigned to the work order. This functionality should be available for all work order types.HCHMandatory8288REQ11851.1.85H/ERR1
WM.00831.1.86The solution shall provide for the association of a parent work order number with multiple work orders.HCHMandatory8389REQ11861.1.86H/ERR1
WM.00841.1.87The solution shall support work authorization approvals for work based on dollar amount or other user-defined criteria.HCHMandatory8490REQ11871.1.87H/ERR1
WM.00851.1.88The solution shall provide for the association of a valid customer or outside agency with a work order for subsequent billing of work related charges.HCHMandatory8591REQ11881.1.88H/ERR1
WM.00861.1.89The solution shall assign a default priority based on job reason and asset or component, with the ability for the user (based on security) to modify the priority assigned.HCHMandatoryMandatoryMandatoryMandatoryMandatory8692REQ11891.1.89H/ERR1
WM.00871.1.90The solution shall provide for the identification and generation of emergency service requests.HCHMandatory8793REQ11901.1.90H/ERR1
WM.00881.1.91The solution shall provide for the identification of critical facilities/assets experiencing an emergency.HCHMandatory8894REQ11911.1.91H/ERR1
WM.00891.1.92The solution shall provide for bypassing approval levels as required to generate work orders for dispatching of work crews to locate and correct the situation, with appropriate security / permissions by role.HCHMandatory8995REQ11921.1.92H/ERR1
WM.00901.1.93The solution shall allow the scheduling of inspections based on user directive and/or condition based criteria.HCHMandatory9096REQ11931.1.93H/ERR1
WM.00911.1.94The solution shall provide a workflow through creation, update and approval of the analysis.HFHMandatory9197REQ11941.1.94H/ERR1
WM.00921.1.95The solution shall enable detailed projection of project costs defined by major task or milestone to provide sufficient granularity to manage cost to deliverables and milestones.LCLOptional9298REQ11951.1.95L/ERR1
WM.00931.1.96The solution shall have the ability to capture, maintain and access standard costs, planning assumptions and actual costs associated with each project.HCHMandatoryMandatoryMandatoryMandatoryMandatory9399REQ11961.1.96H/ERR1
WM.00941.1.97The solution shall have the ability to incorporate Compatible Units (CUs) and Compatible Unit (CU) groupings into designs.HCHMandatory94100REQ11971.1.97H/ERR1
WM.00951.1.98The solution shall have the ability to manually create a tabular design/estimate using CUs.HFHMandatory95101REQ11981.1.98H/ERR1
WM.00961.1.99The solution shall have the ability to add additional resources to a piece of work other than what is already specified on a CU.HFHMandatory96102REQ11991.1.99H/ERR1
WM.00971.1.100The solution shall have the ability to remove a CU from CU groupings for a specified design alternative.HFHMandatory97103REQ111001.1.100H/ERR1
WM.00981.1.101The solution shall have the ability to link and require a specific sequence of CU operation.HFHMandatory98104REQ111011.1.101H/ERR1
WM.00991.1.102The solution shall have the ability to store CU components in a central database.HFHMandatory99105REQ111021.1.102H/ERR1
WM.01001.1.103The solution shall have the ability to import/export compatible unit library to a design tool / CAD.LNLOptional100106REQ111031.1.103L/ERR1
WM.01011.1.104The solution shall have the ability to create and modify CUs and CU groupings.HFHMandatory101107REQ111041.1.104H/ERR1
WM.01021.1.105The solution shall have the ability to logically search for CUs based on the CU parameters.HFHMandatory102108REQ111051.1.105H/ERR1
WM.01031.1.106The solution shall have the ability to translate CUs into material requests to be sent to materials management system.HFHMandatory103109REQ111061.1.106H/ERR1
WM.01041.1.107The solution shall have the ability to translate CUs into material requests to be fulfilled by the contractor.LNLOptional104110REQ111071.1.107L/ERR1
WM.01051.1.108The solution shall allow for the entry of compatible units (with labor, material, and special item components) and correlate them to the appropriate accounting task numbers for the associated activity.HFHMandatory105111REQ111081.1.108H/ERR1
WM.01061.1.109The solution shall, in the creation of compatible units, allow for the ability to load or not load the portion of the estimate associated with a Compatible Unit with overheads.HFHMandatory106112REQ111091.1.109H/ERR1
WM.01071.1.110The solution shall provide for the viewing and printing of an equipment removal list based on the Compatible Units within the work order.HFHMandatory107113REQ111101.1.110H/ERR1
WM.01081.1.111The solution shall provide the ability to eliminate the generation of additional work orders based on previous work order completion satisfying an inspection or condition for an asset.
The WAM solution should use all information available on the asset/work history when generating work orders.HCHMandatory108114REQ111111.1.111H/ERR1
WM.01091.1.112The solution shall provide the ability to automatically generate a unique and sequential work order number and populate fields such as creation date, time, originator name upon creation of a new work order.HCHMandatory109115REQ111121.1.112H/ERR1
WM.01101.1.113The solution shall provide the ability to copy work orders to minimize data entry.HCHMandatory110116REQ111131.1.113H/ERR1
WM.01111.1.114The solution shall provide the ability to automatically generate work orders per user defined and configured and/or calculated compliance due dates, including any required lead or "pad" time, by asset type and geographic location.

The WAM solution should recalculate the next due date upon completion of a work order. For example: Annual, monthly, calendar of reoccurring work ( e.g., Leak Survey, Pipeline Inspection, Patrol, Regulator Station Inspection etc.).

HCHMandatory111117REQ111141.1.114H/ERR1
WM.01121.1.115The solution shall provide the ability to generate work orders based on asset types and/or a selection of assets from a pick list of all assets identified within one or more user defined geographic areas (e.g., by Division/Operating Centers/Area of Responsibility etc.).HCHMandatory112118REQ111151.1.115H/ERR1
WM.01131.1.116The solution shall provide the ability to identify and initiate required compliance work on a configurable schedule and calculations based on the number of a specific asset type and its attributes.
For example: Compliance requirement is that X% isolated section test points need to be inspected at a regular interval. The System should be able to calculate the required number of test points based on criteria defined for the asset type.HFHMandatory113119REQ111161.1.116H/ERR1
WM.01141.1.117The solution shall provide the ability to automatically approve work orders based on a list of pre-approved work types.
For example: Compliance driven inspection work orders may be defined as pre-approved work and the solution will auto-approve such requests.HCHMandatory114120REQ111171.1.117H/ERR1
WM.01151.1.118The solution shall provide the ability for originator to receive acknowledgement when work order approval is rejected.HCHMandatory115121REQ111181.1.118H/ERR1
WM.01161.1.119The solution shall provide the ability to automatically release work orders to field resources when permitted by business rules (e.g., in case of customer reported emergency, the work order can be directly sent to scheduling/dispatch).HCHMandatory116122REQ111191.1.119H/ERR1
WM.01171.1.120The solution shall provide the ability for work orders to increase in priority as their expiration date approaches.
The solution should provide alerts on overdue work.HCHMandatory117123REQ111201.1.120H/ERR1
WM.01181.1.121The solution shall provide the ability to define priority for any work order created automatically or manually in the system.
Priority is utilized in scheduling/assignment process for awareness and to expedite completion of urgent requests.HCHMandatory118124REQ111211.1.121H/ERR1

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