Exhibit_3_-_Complexity_Guidelines.xlsx

Exhibit 3 is a complexity guidelines document for the City of Phoenix's Enterprise Asset Management software and implementation procurement. The guidelines establish a four-tier complexity classification system—Simple, Moderate, Complex, and Very Complex—applicable to multiple functional areas including configurations, user-defined fields, reports, interfaces, extensions/enhancements, workflows, forms, and conversions. Each category provides specific criteria and examples to assess the scope and difficulty level of implementation tasks. For configurations, complexity ranges from standalone tables to dependencies that drive external application processing logic. User-defined fields are evaluated based on their purpose, from simple display and reporting functions to complex validation requirements supporting external application processing. Reports are classified by modification scope, from minimal changes to existing reports to combinations of external application and EAM data. Interfaces are assessed on transaction volume, error reporting capabilities, restart functionality, file handling, and data translation requirements, ranging from single transactions with simple error reporting to multi-system updates with cross-transactional data dependencies. Extensions and enhancements are rated by availability of user exits, code modification requirements, and programming complexity. Workflows, forms, and conversions are evaluated on the number of steps, attributes, controls, and dependencies required for implementation.

The guidelines establish objective measurement criteria to support procurement evaluation and vendor proposal assessment for the Enterprise Asset Management implementation. These complexity benchmarks enable the City of Phoenix to categorize and scope work effort for the five-year EAM software and implementation project commencing May or July 2026. By standardizing complexity definitions across functional and technical domains, the guidelines facilitate consistent evaluation of vendor capabilities, implementation methodologies, and pricing proposals across the 675 total possible evaluation points distributed among System Capabilities, Experience and Qualifications, and Method of Approach categories. The document serves as a technical reference tool for both the procurement team and vendors to ensure clear understanding of project requirements and implementation expectations.