Hot Fixes. If an issue is determined to be a defect and falls outside the standard release cycle, Cartegraph will issue a hot fix and provide application specialists with detailed levels of product knowledge to work with you in achieving a timely and effective resolution Cartegraph will provide the Support Services only to Customer, provided that Cartegraph reserves the right to contact any third party as necessary to facilitate the delivery of Support Services or other services relating to the Solutions. Said support applies only to the most current version of the product and the previous version in succession. All Support Services are dependent upon the use by Customer of the Solutions in accordance with Cartegraph’s documentation and specifications. Cartegraph is under no obligation to modify the Solutions so that the modified Solutions would depart from Cartegraph’s published documentation and specifications for such Solutions. Cartegraph Systems LLC • The Field Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services which will be delivered to the Customer based on the descriptions below and on the terms and conditions and subject to the limitations set forth in this Addendum B, the applicable Purchase Agreement, and the Cartegraph Solutions Agreement. Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Phase 1 Setup • Cartegraph will setup a hosted, test and production OMS environment. • Cartegraph will provide an overview, up to two (2) hours, of Cartegraph and ArcGIS Online user-based logins and User/Role functionality. • Cartegraph will provide a template file to be utilized by your staff to populate Roles and Users to be utilized for OMS. • Cartegraph will utilize the template to create users and roles in OMS. (Note: Subsequent User and/or Role changes will be your administrator’s responsibility.) • Cartegraph will provide documentation and guidance, up to four (4) hours, for your technical GIS staff to configure Esri Basemap Services for OMS integration. Guidance will be geared towards OMS/Esri integration functionality and requirements. • Cartegraph will setup the OMS Platform, including the Request, Work, Resource, and Asset Management areas of the software. Asset Management solutions will be setup for all solutions referenced in the Assets section of the scope unless otherwise noted. Consulting • Cartegraph will provide a three-day (3-day) onsite requirement gathering workshop to increase our understanding of your business and functional goals. Through workshops and interviews, Cartegraph will identify best fit scenarios for OMS and provide a brief including any challenges as well as recommendations for OMS best practices relevant to your implementation. Training • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on overall system navigation and functionality to help familiarize your staff with the software environment and its common functions. Training topics include: o Dashboards o Standard KPI/ROI Gadgets o Logins/Permission o Layers o Filters o Maps o Grids o System Navigation o Views (List & Detail) o Standard Reports o Attachments o Requests, Work, Assets, Resources, Reports, and Administrator Tabs • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on OMS Esri integration functionality. Training topics include: o OMS Esri integration configuration options o Integration functionality (basemap and feature) o Overall Esri integration requirements, considerations, and Cartegraph recommended best practices • Cartegraph will provide a three-day (3-day) onsite "train-the-trainer" training event. The training agenda will be defined and agreed upon by both Cartegraph and your project manager. Topics may include any of the following: o Request Management: ▪ Requests ▪ Requesters ▪ Task Creation from Requests ▪ Issue library (including settings such as Applies to Asset and Non-Location) ▪ Cartegraph recommended best practices for Request and Requester Management o Work Management: ▪ Create Task(s) (Asset/Non-Asset) ▪ Assignments (Add, Edit, Remove) ▪ Task Menu Actions ▪ Related Work Items ▪ Create Work Order ▪ Associate Task to WO ▪ Repeat Work Orders ▪ Work Order Menu Actions ▪ Enter Resources ▪ Timesheets ▪ Activity library (including settings such as Applies to Asset, Inspection, Key Dates, Cost, and Productivity) ▪ Cartegraph recommended best practices for Work Management o Asset Management: ▪ Asset Details ▪ Preventative Maintenance Plans ▪ Inspections ▪ Linked assets (if applicable) ▪ Container/Component Relationships (if applicable) ▪ Cartegraph recommended best practices for Asset Management o Resource Management: ▪ Resource Details ▪ Labor/Equipment Rates ▪ Material Management (Stock, Usage, Adjustments) ▪ Vendor Price Quotes ▪ Cartegraph recommended best practices for Resource Management o Cartegraph Mobile: ▪ Overall system functionality (Navigation, Interface, Maps, Attachments, Sorting) ▪ Work Management • Create and Update Tasks (Asset/Non-Asset) • Assign Tasks • Enter Resources • Inspections ▪ Asset Management • Create and Update Assets ▪ Request Management • View and Update Requests • View Requester information ▪ Cartegraph recommended best practices for mobile device use o Administrator: ▪ Administrator: • User Administration, Role Administration, Asset Administration, Record Filter Administration, Import/Export, Scheduled Process Log, Error Log ▪ Settings: • System Settings, Map Administration, Geocode Settings, GIS Integration settings, Asset Color Manager ▪ Manager: • Layout Manager, Library Manager, Preventative Maintenance, Asset Condition Manager, Notification Manager, Structure Manager, Automation Manager • Cartegraph will provide remote train-the-trainer training, up to six (6) hours, on OMS Reporting functionality. Training topics include: o Security/Roles o Report Designer ▪ Report Types, Report Styling, Filtering\Parameters, Basic Formulas, Grouping/Sorting o Report Viewer o Reporting best practices and solution tips/tricks. • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on Internal Request functionality. Training topics include: o Internal Requests ▪ Users ▪ Views ▪ Issue Library settings and management o Cartegraph recommended best practices for advanced request management • Cartegraph will provide remote train-the-trainer training, up to twelve (12) hours, on Advanced Material Management functionality. Training topics include: o Material Locations o Material Transfers o Material Orders o Settings: ▪ Vendor Price Quotes ▪ Re-order points o Cartegraph recommended best practices for advanced material management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Preventative Maintenance Plans functionality. Training topics include: o Preventative Maintenance o Cartegraph recommended best practices for proactive asset management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Advanced Inspections and Asset Condition Manager functionality. Training topics include: ▪ Minimum Condition Groups ▪ Activities and Impacts ▪ Criticality Factor ▪ Install/Replaced Dates o Cartegraph recommended best practices for advanced inspections and condition management • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on Asset Builder functionality. Training topics include: o OMS Administrator ▪ Structure Manager ▪ Library Manager ▪ Layout Manager ▪ User/Role Configurations o Cartegraph recommended best practices for expanding the system’s use and/or building assets • Cartegraph will provide remote train-the-trainer, up to two (2) hours, on the Integration Toolkit functionality. Training topics include: o API o Webhooks o Scheduled Import/Export o Cartegraph recommended best practices for utilizing the Integration Toolkit Go-Live Support • Cartegraph will provide a three-day (3-day) onsite event for Go-Live Support. The agenda will be defined, and agreed upon, by both your and Cartegraph’s project managers. Topics may include any of the following: o Refresher training for items listed in the scope of work o Software and process support for staff during production roll out o Field, Layout, and Report configuration guidance, if applicable Data Services • Cartegraph will provide one test and one production data load service through standard import/export functionality. Cartegraph will provide template documents for data population. Once populated by your staff, Cartegraph will load the data into your test or production OMS environment. Data loads may include data such as: o Parent level asset records o Asset location (spatial x/y) attributes o Parent level resource (Labor, Equipment Material, Vendor) records o Resource Rate (Labor, Equipment, Material) records o Standard system libraries Assets Asset implementation includes the following professional services: • Cartegraph will provide installation and training on the following thirty-four (34) asset types:
Appears in 1 contract
Samples: Purchase Agreement
Hot Fixes. If an issue is determined to be a software defect and falls outside the standard release cycle, Cartegraph will issue a hot fix fix and provide application specialists with detailed levels of product knowledge to work with you in achieving a timely and effective resolution Cartegraph will provide the Support resolution. BY EXECUTING THIS PURCHASE AGREEMENT, CUSTOMER ACKNOWLEDGES THAT IT HAS REVIEWED THE TERMS, CONDITIONS, FEES AND CHARGES PROVIDED HEREIN AND IN THE MASTER AGREEMENT, AS WELL AS ANY OTHER EXHIBITS TO THE MASTER AGREEMENT, AND CUSTOMER AGREES TO BE LEGALLY BOUND BY EACH SUCH AGREEMENT. By (Signature) By (Signature) Title Director of Sales Title Date Date The Fee for Field Service Implementation Services only to Customer, provided that Cartegraph reserves the right to contact any third party as necessary to facilitate the delivery of Support Services or other services relating to the Solutions. Said support applies only to the most current version of the product and the previous version in succession. All Support Services are dependent upon the use by Customer of the Solutions in accordance with Cartegraph’s documentation and specifications. Cartegraph is under no obligation to modify the Solutions so that the modified Solutions would depart from Cartegraph’s published documentation and specifications for such Solutions. Cartegraph Systems LLC • The Field Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services services which will be delivered to the Customer based on the descriptions below and on any descriptions that may be found in the terms and conditions and subject to the limitations set forth in this Addendum B, the applicable Purchase Agreement, and the Cartegraph Solutions Agreement’s Exhibits. Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. Cartegraph OMS – Implementation Scope of Work This is an addendum to Customer’s Master Agreement #MA275. Implementation of the Operations Management System (OMS) includes the following professional services: Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Phase 1 Setup • Cartegraph will setup a hosted, production OMS environment. If a test and production or sandbox environment is purchased, Cartegraph will also setup a hosted, test OMS environment. • Cartegraph will provide an overview, up to two (2) hours, of Cartegraph and ArcGIS Online user-user- based logins and User/Role functionality. • Cartegraph will provide a template file to be utilized by your staff to populate Roles and Users to be utilized for OMS. • Cartegraph will utilize the template to create users and roles in OMS. (Note: Subsequent User and/or Role changes will be your administrator’s responsibility.) • Cartegraph will provide documentation and guidance, up to four (4) hours, for your technical GIS staff to configure Esri Basemap Services for OMS integration. Guidance will be geared towards OMS/Esri integration functionality and requirements. • Cartegraph will setup the OMS Platform, including the Request, Work, Resource, and Asset Management areas of the software. Asset Management solutions will be setup for all solutions referenced in the Assets section of the scope unless otherwise noted. Consulting • Cartegraph will provide a three-day (3-day) onsite requirement gathering workshop to increase our understanding of your business and functional goals. Through workshops and interviews, Cartegraph will identify best fit scenarios for OMS and provide a brief including any challenges as well as recommendations for OMS best practices relevant to your implementation. Training • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on overall system navigation and functionality to help familiarize your staff with the software environment and its common functions. Training topics include: o Dashboards o Standard KPI/ROI Gadgets o Logins/Permission o Layers o Filters o Maps o Grids o System Navigation o Views (List & Detail) o Standard Reports o Attachments o Requests, Work, Assets, Resources, Reports, and Administrator Tabs • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on OMS Esri integration functionality. Training topics include: o OMS Esri integration configuration options o Integration functionality (basemap and feature) o Overall Esri integration requirements, considerations, and Cartegraph recommended best practices • Cartegraph will provide a three-day (3-day) onsite "train-the-trainer" training event. The training agenda will be defined and agreed upon by both Cartegraph and your project manager. Topics may include any of the following: o Request Management: ▪ Requests ▪ Requesters ▪ Task Creation from Requests ▪ Issue library (including settings such as Applies to Asset and Non-Location) ▪ Cartegraph recommended best practices for Request and Requester Management o Work Management: ▪ Create Task(s) (Asset/Non-Asset) ▪ Assignments (Add, Edit, Remove) ▪ Task Menu Actions ▪ Related Work Items ▪ Create Work Order ▪ Associate Task to WO ▪ Repeat Work Orders ▪ Work Order Menu Actions ▪ Enter Resources ▪ Timesheets ▪ Activity library (including settings such as Applies to Asset, Inspection, Key Dates, Cost, and Productivity) ▪ Cartegraph recommended best practices for Work Management o Asset Management: ▪ Asset Details ▪ Preventative Maintenance Plans ▪ Inspections ▪ Linked assets (if applicable) ▪ Container/Component Relationships (if applicable) ▪ Cartegraph recommended best practices for Asset Management o Resource Management: ▪ Resource Details ▪ Labor/Equipment Rates ▪ Material Management (Stock, Usage, Adjustments) ▪ Vendor Price Quotes ▪ Cartegraph recommended best practices for Resource Management o Cartegraph Mobile: ▪ Overall system functionality (Navigation, Interface, Maps, Attachments, Sorting) ▪ Work Management • Create and Update Tasks (Asset/Non-Asset) • Assign Tasks • Enter Resources • Inspections ▪ Asset Management • Create and Update Assets ▪ Request Management • View and Update Requests • View Requester information ▪ Cartegraph recommended best practices for mobile device use o Administrator: ▪ Administrator: • User Administration, Role Administration, Asset Administration, Record Filter Administration, Import/Export, Scheduled Process Log, Error Log ▪ Settings: • System Settings, Map Administration, Geocode Settings, GIS Integration settings, Asset Color Manager ▪ Manager: • Layout Manager, Library Manager, Preventative Maintenance, Asset Condition Manager, Notification Manager, Structure Manager, Automation Manager • Cartegraph will provide remote train-the-trainer training, up to six (6) hours, on OMS Reporting functionality. Training topics include: o Security/Roles o Report Designer ▪ Report Types, Report Styling, Filtering\Parameters, Basic Formulas, Grouping/Sorting o Report Viewer o Reporting best practices and solution tips/tricks. • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on Internal Request functionality. Training topics include: o Internal Requests ▪ Users ▪ Views ▪ Issue Library settings and management o Cartegraph recommended best practices for advanced request management • Cartegraph will provide remote train-the-trainer training, up to twelve (12) hours, on Advanced Material Management functionality. Training topics include: o Material Locations o Material Transfers o Material Orders o Settings: ▪ Vendor Price Quotes ▪ Re-order points o Cartegraph recommended best practices for advanced material management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Preventative Maintenance Plans functionality. Training topics include: o Preventative Maintenance o Cartegraph recommended best practices for proactive asset management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Advanced Inspections and Asset Condition Manager functionality. Training topics include: ▪ Minimum Condition Groups ▪ Activities and Impacts ▪ Criticality Factor ▪ Install/Replaced Dates o Cartegraph recommended best practices for advanced inspections and condition management • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on Asset Builder functionality. Training topics include: o OMS Administrator ▪ Structure Manager ▪ Library Manager ▪ Layout Manager ▪ User/Role Configurations o Cartegraph recommended best practices for expanding the system’s use and/or building assets • Cartegraph will provide remote train-the-trainer, up to two (2) hours, on the Integration Toolkit functionality. Training topics include: o API o Webhooks o Scheduled Import/Export o Cartegraph recommended best practices for utilizing the Integration Toolkit Go-Live Support • Cartegraph will provide a three-day (3-day) onsite event for Go-Live Support. The agenda will be defined, and agreed upon, by both your and Cartegraph’s project managers. Topics may include any of the following: o Refresher training for items listed in the scope of work o Software and process support for staff during production roll out o Field, Layout, and Report configuration guidance, if applicable Data Services • Cartegraph will provide one test and one production data load service through standard import/export functionality. Cartegraph will provide template documents for data population. Once populated by your staff, Cartegraph will load the data into your test or production OMS environment. Data loads may include data such as: o Parent level asset records o Asset location (spatial x/y) attributes o Parent level resource (Labor, Equipment Material, Vendor) records o Resource Rate (Labor, Equipment, Material) records o Standard system libraries Assets Asset implementation includes the following professional services: • Cartegraph will provide installation and training on the following thirty-four (34) asset types:.
Appears in 1 contract
Samples: Master Agreement
Hot Fixes. If an issue is determined to be a defect and falls outside the standard release cycle, Cartegraph will issue a hot fix and provide application specialists with detailed levels of product knowledge to work with you in achieving a timely and effective resolution Cartegraph will provide the Support Services only to Customer, provided that Cartegraph reserves the right to contact any third party as necessary to facilitate the delivery of Support Services or other services relating to the Solutions. Said support applies only to the most current version of the product and the previous version in succession. All Support Services are dependent upon the use by Customer of the Solutions in accordance with Cartegraph’s documentation and specifications. Cartegraph is under no obligation to modify the Solutions so that the modified Solutions would depart from Cartegraph’s published documentation and specifications for such Solutions. • Cartegraph Systems LLC Addendum B - Field Services (Fee for Service) Cartegraph Field Services – Scope of Work • The Field Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services which will be delivered to the Customer based on the descriptions below and on the terms and conditions and subject to the limitations set forth in this Addendum B, the applicable Purchase Agreement, and the Cartegraph Solutions Agreement. Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Phase 1 Setup • Cartegraph will setup a hosted, production OMS environment. If a test and production or sandbox environment is purchased, Cartegraph will also setup a hosted, test OMS environment. • Cartegraph will provide an overview, up to two (2) hours, of Cartegraph and ArcGIS Online user-based logins and User/Role functionality. • Cartegraph will provide a template file to be utilized by your staff to populate Roles and Users to be utilized for OMS. • Cartegraph will utilize the template to create users and roles in OMS. (Note: Subsequent User and/or Role changes will be your administrator’s responsibility.) • Cartegraph will provide documentation and guidance, up to four (4) hours, for your technical GIS staff to configure Esri Basemap Services for OMS integration. Guidance will be geared towards OMS/Esri integration functionality and requirements. • Cartegraph will setup the OMS Platform, including the Request, Work, Resource, and Asset Management areas of the software. Asset Management solutions will be setup for all solutions referenced in the Assets section of the scope unless otherwise noted. Consulting • Cartegraph will provide a threetwo-day (32-day) onsite requirement gathering workshop to increase our understanding of your business and functional goals. Through workshops and interviews, Cartegraph will identify best fit scenarios for OMS and provide a brief including any challenges as well as recommendations for OMS best practices relevant to your implementation. Training • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on overall system navigation and functionality to help familiarize your staff with the software environment and its common functions. Training topics include: o Dashboards o Standard KPI/ROI Gadgets o Logins/Permission o Layers o Filters o Maps o Grids o System Navigation o Views (List & Detail) o Standard Reports o Attachments o Requests, Work, Assets, Resources, Reports, and Administrator Tabs • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on OMS Esri integration functionality. Training topics include: o OMS Esri integration configuration options o Integration functionality (basemap and feature) o Overall Esri integration requirements, considerations, and Cartegraph recommended best practices • Cartegraph will provide a threetwo-day (32-day) onsite "train-the-trainer" training event. The training agenda will be defined and agreed upon by both Cartegraph and your project manager. Topics may include any of the following: o Request Management: ▪ Requests ▪ Requesters ▪ Task Creation from Requests ▪ Issue library (including settings such as Applies to Asset and Non-Location) ▪ Cartegraph recommended best practices for Request and Requester Management o Work Management: ▪ Create Task(s) (Asset/Non-Asset) ▪ Assignments (Add, Edit, Remove) ▪ Task Menu Actions ▪ Related Work Items ▪ Create Work Order ▪ Associate Task to WO ▪ Repeat Work Orders ▪ Work Order Menu Actions ▪ Enter Resources ▪ Timesheets ▪ Activity library (including settings such as Applies to Asset, Inspection, Key Dates, Cost, and Productivity) ▪ Cartegraph recommended best practices for Work Management o Asset Management: ▪ Asset Details ▪ Preventative Maintenance Plans ▪ Inspections ▪ Linked assets (if applicable) ▪ Container/Component Relationships (if applicable) ▪ Cartegraph recommended best practices for Asset Management o Resource Management: ▪ Resource Details ▪ Labor/Equipment Rates ▪ Material Management (Stock, Usage, Adjustments) ▪ Vendor Price Quotes ▪ Cartegraph recommended best practices for Resource Management o Cartegraph for Mobile: ▪ Overall system functionality (Navigation, Interface, Maps, Attachments, Sorting) ▪ Work Management • Create and Update Tasks (Asset/Non-Asset) • Assign Tasks • Enter Resources • Inspections ▪ Asset Management • Create and Update Assets ▪ Request Management • View and Update Requests • View Requester information • Create Task from Request ▪ Cartegraph recommended best practices for mobile device use o Administrator: ▪ Administrator: • User Administration, Role Administration, Asset Administration, Record Filter Administration, Import/Export, Scheduled Process Log, Error Log ▪ Settings: • System Settings, Map Administration, Geocode Settings, GIS Integration settings, Asset Color Manager ▪ Manager: • Layout Manager, Library Manager, Preventative Maintenance, Asset Condition Manager, Notification Manager, Structure Manager, Automation Manager • Cartegraph will provide remote train-the-trainer training, up to six (6) hours, on OMS Reporting functionality. Training topics include: o Security/Roles o Report Designer ▪ Report Types, Report Styling, Filtering\Parameters, Basic Formulas, Grouping/Sorting o Report Viewer o Reporting best practices and solution tips/tricks. • Cartegraph will provide remote train-the-trainer training, up to two eight (2) hours, on Internal Request functionality. Training topics include: o Internal Requests ▪ Users ▪ Views ▪ Issue Library settings and management o Cartegraph recommended best practices for advanced request management • Cartegraph will provide remote train-the-trainer training, up to twelve (12) 8) hours, on Advanced Material Management functionality. Training topics include: o Material Locations o Material Transfers o Material Orders o Settings: ▪ Vendor Price Quotes ▪ Re-order points o Cartegraph recommended best practices for advanced material management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Preventative Maintenance Plans functionality. Training topics include: o Preventative Maintenance o Cartegraph recommended best practices for proactive asset management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Advanced Inspections and Asset Condition Manager functionality. Training topics include: ▪ Minimum Condition Groups ▪ Activities and Impacts ▪ Criticality Factor ▪ Install/Replaced Dates o Cartegraph recommended best practices for advanced inspections and condition asset management • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on Asset Builder functionality. Training topics include: o OMS Administrator ▪ Structure Manager ▪ Library Manager ▪ Layout Manager ▪ User/Role Configurations o Cartegraph recommended best practices for expanding the system’s use and/or building assets • Cartegraph will provide remote train-the-trainer, up to two (2) hours, on the Integration Toolkit functionality. Training topics include: o API o Webhooks o Scheduled Import/Export o Cartegraph recommended best practices for utilizing the Integration Toolkit Go-Live Support • Cartegraph will provide a three-day up to two (3-day2) onsite event remote web conferences (not to exceed 4 hours total) to be utilized for Go-Live Support. The agenda will be defined, and agreed upon, by both your and Cartegraph’s project managers. Topics may include any of the following: o Refresher training for items listed in the scope of work o Software and process support for staff during production roll out o Field, Layout, and Report configuration guidance, if applicable Data Services • Cartegraph will provide one test and one production data load service through standard import/export functionality. Cartegraph will provide template documents for data population. Once populated by your staff, Cartegraph will load the data into your test or production OMS environment. Data loads may include data such as: o Parent level asset records o Asset location (spatial x/y) attributes o Parent level resource (Labor, Equipment Material, Vendor) records o Resource Rate (Labor, Equipment, Material) records o Standard system libraries • Cartegraph will provide one test and one production Standard Data Conversion service to assist with your migration from the latest version of Cartegraph Navigator to Cartegraph OMS. The Standard Data Conversion service includes the following: o Assets ▪ Parent records and associated parent-level attributes ▪ Child records and associated child-level attributes ▪ Inspection records, including: • Date • OCI • Condition Category and Index records • Note: Cartegraph OMS does not support Bridge NBI or Storm/Sewer NASSCO inspection methodology. This data is not included in the Standard Data Conversion service. ▪ Work events in Navigator’s Asset Event table o Work Orders o Requests o Resources (Labor, Equipment, Material) ▪ Parent record and associated parent-level attributes ▪ Current Default Rate record • Note: Customer is responsible for creating additional rate records to account for overtime, overhead, and/or FEMA rates, if applicable ▪ Equipment • Fleet Events, if applicable ▪ Material • Current Quantity-on-Hand • Vendor Price Quotes ▪ Vendor • Parent record and associated parent-level attributes • Contacts o Libraries ▪ Standard and custom library data – not specifically excluded below o Attachment Paths ▪ The file paths for Attachments will be updated to refer to the OMS project home. Your internal staff will be responsible for physically relocating files to the project home folder structure required for OMS. Cartegraph will transfer attachment files to the project home folder structure for hosted customers. However, files must be provided in the previously mentioned OMS project home folder structure. o Standard Conversion Exclusions ▪ Labor, Equipment, Material Logs ▪ Worksheets ▪ Citizen data ▪ Assets: • Bridge: NBI inspection data • Storm/Sewer: NASSCO inspection data • Pavement: Detailed Distress inspection data ▪ PAVEMENTview Plus: Budgets, Scenarios, Models, and associated settings ▪ Libraries: • Overall Ratings • Condition Category Ratings ▪ Attachment Files ▪ Custom attachment fields or tables Assets Asset implementation includes the following professional services: • Cartegraph will provide installation and training on the following thirty-four six (346) asset types: o Transportation (3) ▪ Pavement; Sign; Support o Walkability (2) ▪ Sidewalk; ADA Ramp o Custom (1) ▪ Curb • Cartegraph will provide up to five (5) field configurations for each asset type listed above. Cartegraph will provide all services remotely via audio, video, and web conferences unless otherwise noted. Exclusions The following service items are not included in the scope of this project: • Implementation of any custom modification or integration developed by Cartegraph, your internal staff, or any third-party is not included in the scope of this project unless specifically listed above. • Data conversion services from other software system(s) or sources (including Cartegraph Navigator databases) are not included in the scope of this project unless specifically listed above. • Any service items discussed during demonstrations, conference calls, or other events are not included in the scope of this project unless specifically listed above. Project representatives from Customer and Cartegraph accepts responsibility for all aspects of project planning, management, and execution not specifically identified as the responsibility of Cartegraph in the Agreement or in the Purchase Agreement. Ongoing management of the day-to-day allocation of Customer and Cartegraph resources and management of project tasks is the responsibility of the Customer and Cartegraph project representatives. Customer and Cartegraph project representatives will provide overall guidance and direction for the project and will direct the project accordingly. Further, and with regard to the Cartegraph obligations listed in this Purchase Agreement, Customer understands that it is vital to the success of the project that Customer provides assistance in the following matters:
1. For those services listed under Field Services, Cartegraph personnel will conduct information gathering and evaluation sessions with various Customer Users and management. While Cartegraph respects the time and workload of Customer staff, dedicated time on the part of the appropriate Customer resources is necessary to complete these exercises.
2. The installation process requires the assistance of Customer personnel and suitable access to hardware and systems (e.g., security clearance). Customer is required to supervise the installation process while systems are accessible to Cartegraph. All hardware and software, for both personal computers and servers, is expected to be available, installed, and operating as specified in Cartegraph’s system requirements documentation such that delivery and execution of Cartegraph Field Services will not be impeded.
3. Customer and Cartegraph understand that the successful performance of Field Services depends upon Customer fulfilling its responsibilities. The Project assumes that Customer will provide all personnel required to achieve a successful implementation, including a dedicated project manager responsible for reviewing the implementation scope of work, ensuring all attended meetings are attended by invited staff, and providing leadership and insight on all relevant internal issues such as policy/procedure, organizational structure, project stakeholders, technical architecture, data, and current systems. Customer responsibility also includes internal documentation, internal change management, task completion, staff coordination and schedule commitment.
Appears in 1 contract
Samples: Purchase Agreement
Hot Fixes. If an issue is determined to be a defect and falls outside the standard release cycle, Cartegraph will issue a hot fix fix and provide application specialists with detailed levels of product knowledge to work with you in achieving a timely and effective resolution Cartegraph will provide the Support Services only to Customer, provided that Cartegraph reserves the right to contact any third party as necessary to facilitate the delivery of Support Services or other services relating to the Solutions. Said support applies only to the most current version of the product and the previous version in succession. All Support Services are dependent upon the use by Customer of the Solutions in accordance with Cartegraph’s documentation and specificationsspecifications. Cartegraph is under no obligation to modify the Solutions so that the modified modified Solutions would depart from Cartegraph’s published documentation and specifications specifications for such Solutions. Cartegraph Systems LLC • The Field Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services which will be delivered to the Customer based on the descriptions below and on the terms and conditions and subject to the limitations set forth in this Addendum B, the applicable Purchase Agreement, and the Cartegraph Solutions Agreement. Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Phase 1 Setup • Cartegraph will setup a hosted, production OMS environment. If a test and production or sandbox environment is purchased, Cartegraph will also setup a hosted, test OMS environment. • Cartegraph will provide an overview, up to two (2) hours, of Cartegraph and ArcGIS Online user-based logins and User/Role functionality. • Cartegraph will provide a template file to be utilized by your staff to populate Roles and Users to be utilized for OMS. • Cartegraph will utilize the template to create users and roles in OMS. (Note: Subsequent User and/or Role changes will be your administrator’s responsibility.) • Cartegraph will provide documentation and guidance, up to four (4) hours, for your technical GIS staff to configure Esri Basemap Services for OMS integration. Guidance will be geared towards OMS/Esri integration functionality and requirements. • Cartegraph will setup the OMS Platform, including the Request, Work, Resource, and Asset Management areas of the software. Asset Management solutions will be setup for all solutions referenced in the Assets section of the scope unless otherwise noted. Consulting • Cartegraph will provide a three-day up to two (3-day2) onsite remote requirement gathering workshop workshops, a total of four (4) hours, to increase our understanding of your business and functional goals. Through workshops and interviews, Cartegraph will identify best fit scenarios for OMS and provide a brief including any challenges as well as recommendations for OMS best practices relevant to your implementation. Training • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on overall system navigation and functionality to help familiarize your staff with the software environment and its common functions. Training topics include: o Dashboards o Standard KPI/ROI Gadgets Home Screen o Logins/Permission o Layers o Filters o Maps o Grids o System Navigation o Views (List & Detail) o Standard Reports o Attachments o Requests, Work, Assets, Resources, Reports, and Administrator Tabs • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on OMS Esri integration functionality. Training topics include: o OMS Esri integration configuration options o Integration functionality (basemap and feature) o Overall Esri integration requirements, considerations, and Cartegraph recommended best practices • Cartegraph will provide a three-day (3-day) onsite "remote train-the-trainer" training eventtrainer training, up to four (4) hours, on OMS Request functionality. The training agenda will be defined and agreed upon by both Cartegraph and your project manager. Topics may include any of the followingTraining topics include: o Request Management: ▪ Requests ▪ o Requesters ▪ o Task Creation from Requests ▪ o Issue library (including settings such as Applies to Asset and Non-Location) ▪ o Cartegraph recommended best practices for Request and Requester Management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on OMS Work functionality. Training topics include: o Work Management: ▪ Create Task(s) (Asset/Non-Asset) ▪ o Assignments (Add, Edit, Remove) ▪ o Task Menu Actions ▪ o Related Work Items ▪ o Create Work Order ▪ o Associate Task to WO ▪ o Repeat Work Orders ▪ o Work Order Menu Actions ▪ o Enter Resources ▪ o Timesheets ▪ o Activity library (including settings such as Applies to Asset, Inspection, Key Dates, Cost, and Productivity) ▪ o Cartegraph recommended best practices for Work Management • Cartegraph will provide train-the-trainer training on OMS Asset functionality as it relates to the assets referenced within the Asset section of the scope. Training topics include: o Asset Management: ▪ Asset Details ▪ Preventative Maintenance Plans ▪ o Inspections ▪ o Linked assets (if applicable) ▪ o Container/Component Relationships (if applicable) ▪ o Cartegraph recommended best practices for Asset Management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on OMS Resource functionality. Training topics include: o Resource Management: ▪ Resource Details ▪ o Labor/Equipment Rates ▪ o Material Management (Stock, Usage, Adjustments) ▪ o Vendor Price Quotes ▪ o Cartegraph recommended best practices for Resource Management • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on Cartegraph for iPad and Cartegraph One functionality. Training topics include: o Cartegraph Mobile: ▪ Overall system functionality (Navigation, Interface, Maps, Attachments, Sorting) ▪ o Work Management • ▪ Create and Update Tasks (Asset/Non-Asset) • ▪ Assign Tasks • ▪ Enter Resources • ▪ Inspections ▪ o Asset Management • ▪ Create and Update Assets ▪ o Request Management • ▪ View and Update Requests • ▪ View Requester information ▪ Create Task from Request o Cartegraph recommended best practices for mobile device use • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on OMS Administrator functionality. Training topics include: o Administrator: ▪ Administrator: • User Administration, Role Administration, Asset Administration, Record Filter Administration, Import/Export, Scheduled Process Log, Error Log ▪ o Settings: • ▪ System Settings, Map Administration, Geocode Settings, GIS Integration settings, Asset Color Manager ▪ o Manager: • ▪ Layout Manager, Library Manager, Preventative Maintenance, Asset Condition Manager, Notification Manager, Structure Manager, Automation Manager • Cartegraph will provide remote train-the-trainer training, up to six (6) hours, on OMS Reporting functionality. Training topics include: o Security/Roles o Report Designer ▪ Report Types, Report Styling, Filtering\Parameters, Basic Formulas, Grouping/Sorting o Report Viewer o Reporting best practices and solution tips/tricks. Extensions • Cartegraph will provide remote train-the-trainer training, up to two eight (2) 8) hours, on Internal SeeClickFix Request functionality. Training topics include: o Internal Requests ▪ Users ▪ Views ▪ Issue Library settings and management Administrator functions o Web-Based CRM o Cartegraph and SeeClickFix recommended best practices for advanced citizen engagement and request management • In addition to training, Cartegraph will provide remote train-the-trainer training, up supporting services related to twelve (12) hours, on Advanced Material Management functionalitymobile app configuration and citizen engagement marketing materials. Training topics include: o Material Locations o Material Transfers o Material Orders o Settings: ▪ Vendor Price Quotes ▪ Re-order points o Cartegraph recommended best practices for advanced material management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Preventative Maintenance Plans functionality. Training topics include: o Preventative Maintenance o Cartegraph recommended best practices for proactive asset management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Advanced Inspections and Asset Condition Manager functionality. Training topics include: ▪ Minimum Condition Groups ▪ Activities and Impacts ▪ Criticality Factor ▪ Install/Replaced Dates o Cartegraph recommended best practices for advanced inspections and condition management • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on Asset Builder functionality. Training topics include: o OMS Administrator ▪ Structure Manager ▪ Library Manager ▪ Layout Manager ▪ User/Role Configurations o Cartegraph recommended best practices for expanding the system’s use and/or building assets • Cartegraph will provide remote train-the-trainer, up to two (2) hours, on the Integration Toolkit functionality. Training topics include: o API o Webhooks o Scheduled Import/Export o Cartegraph recommended best practices for utilizing the Integration Toolkit Go-Live Support • Cartegraph will provide a three-day up to two (3-day2) onsite event remote web conferences (not to exceed 4 hours total) to be utilized for Go-Live Support. The agenda will be defined, and agreed upon, by both your and Cartegraph’s project managers. Topics may include any of the following: o Refresher training for items listed in the scope of work o Software and process support for staff during production roll out o Field, Layout, and Report configuration guidance, if applicable Data Services • Cartegraph will provide one test and one production data load service through standard import/export functionality. Cartegraph will provide template documents for data population. Once populated by your staff, Cartegraph will load the data into your test or production OMS environment. Data loads may include data such as: o Parent level asset records o Asset location (spatial x/y) attributes o Parent level resource (Labor, Equipment Material, Vendor) records o Resource Rate (Labor, Equipment, Material) records o Standard system libraries Extended Support • Cartegraph will provide remote train-the-trainer training, up to eight (8) hours, on OMS Esri integration functionality. Training topics include: o OMS Esri integration configuration options o Integration functionality (basemap and feature) o Overall Esri integration requirements, considerations, and Cartegraph recommended best practices • Cartegraph will provide the following services: o A remote requirement gathering workshop, up to four (4) hours, to increase our understanding of your business and functional goals. Through workshops and/or interviews, we will identify needs and/or goals to address for the onsite event. o A three-day (3-day) onsite event for post-production system development. The agenda will be defined, and agreed upon, by both your and Cartegraph’s project managers. Topics may include any of the following: ▪ Project or implementation consulting ▪ System configuration for your current products ▪ Training Assets Asset implementation includes the following professional services: • Cartegraph will provide installation and training on the following thirty-four two (342) asset types: o Parks and Rec (2) ▪ Park; Park Amenity • Cartegraph will provide up to five (5) field configurations for each asset type listed above. Cartegraph will provide all services remotely via audio, video, and web conferences unless otherwise noted. Exclusions The following service items are not included in the scope of this project: • Implementation of any custom modification or integration developed by Cartegraph, your internal staff, or any third-party is not included in the scope of this project unless specifically listed above. • Data conversion services from other software system(s) or sources (including Cartegraph Navigator databases) are not included in the scope of this project unless specifically listed above. • Any service items discussed during demonstrations, conference calls, or other events are not included in the scope of this project unless specifically listed above. Project representatives from Customer and Cartegraph accepts responsibility for all aspects of project planning, management, and execution not specifically identified as the responsibility of Cartegraph in the Agreement or in the Purchase Agreement. Ongoing management of the day-to-day allocation of Customer and Cartegraph resources and management of project tasks is the responsibility of the Customer and Cartegraph project representatives. Customer and Cartegraph project representatives will provide overall guidance and direction for the project and will direct the project accordingly. Further, and with regard to the Cartegraph obligations listed in this Purchase Agreement, Customer understands that it is vital to the success of the project that Customer provides assistance in the following matters:
1. For those services listed under Field Services, Cartegraph personnel will conduct information gathering and evaluation sessions with various Customer Users and management. While Cartegraph respects the time and workload of Customer staff, dedicated time on the part of the appropriate Customer resources is necessary to complete these exercises.
2. The installation process requires the assistance of Customer personnel and suitable access to hardware and systems (e.g., security clearance). Customer is required to supervise the installation process while systems are accessible to Cartegraph. All hardware and software, for both personal computers and servers, is expected to be available, installed, and operating as specified in Cartegraph’s system requirements documentation such that delivery and execution of Cartegraph Field Services will not be impeded.
3. Customer and Cartegraph understand that the successful performance of Field Services depends upon Customer fulfilling its responsibilities. The Project assumes that Customer will provide all personnel required to achieve a successful implementation.
Appears in 1 contract
Samples: Purchase Agreement
Hot Fixes. If an issue is determined to be a defect and falls outside the standard release cycle, Cartegraph will issue a hot fix fix and provide application specialists with detailed levels of product knowledge to work with you in achieving a timely and effective resolution resolution. Cartegraph will provide the Support Services only to Customer, provided that Cartegraph reserves the right to contact any third party as necessary to facilitate the delivery of Support Services or other services relating to the Solutions. Said support applies only to the most current version of the product and the previous version in succession. All Support Services are dependent upon the use by Customer of the Solutions in accordance with Cartegraph’s 's documentation and specificationsspecifications. Cartegraph is under no obligation to modify the Solutions so that the modified modified Solutions would depart from Cartegraph’s 's published documentation and specifications specifications for such Solutions. Cartegraph Systems LLC Addendum B – Scope of Work (Fee for Service) • The Field Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services which will be delivered to the Customer based on the descriptions below and on the terms and conditions and subject to the limitations set forth in this Addendum B, the applicable Purchase Agreement, and the Cartegraph Solutions Agreement. Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Phase 1 Setup • Cartegraph will setup a hosted, test and production OMS environment. • Cartegraph will provide an overview, up to two (2) hours, of Cartegraph and ArcGIS Online user-based logins and User/Role functionality. • Cartegraph will provide a template file to be utilized by your staff to populate Roles and Users to be utilized for OMS. • Cartegraph will utilize the template to create users and roles in OMS. (Note: Subsequent User and/or Role changes will be your administrator’s responsibility.) • Cartegraph will provide documentation and guidance, up to four (4) hours, for your technical GIS staff to configure Esri Basemap Services for OMS integration. Guidance will be geared towards OMS/Esri integration functionality and requirements. • Cartegraph will setup the OMS Platform, including the Request, Work, Resource, and Asset Management areas of the software. Asset Management solutions will be setup for all solutions referenced in the Assets section of the scope unless otherwise noted. Consulting • Cartegraph will provide a three-day (3-day) onsite remote requirement gathering workshop workshops, a total of four (4) hours to increase our understanding of your business and functional goals. Through workshops and interviews, Cartegraph will identify best fit scenarios for OMS and provide a brief including any challenges as well as recommendations for OMS best practices relevant to your implementation. Training • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on overall system navigation and functionality to help familiarize your staff with the software environment and its common functions. Training topics include: o Dashboards o Standard KPI/ROI Gadgets Xxxxxxx o Logins/Permission o Layers o Filters o Maps o Grids o System Navigation o Views (List & Detail) o Standard Reports o Attachments o Requests, WorkTask, Assets, Resources, Reports, and Administrator Tabs • Cartegraph will provide a remote train-the-trainer training, up to two (2) hours, on OMS Esri integration functionality. Training topics include: o OMS Esri integration configuration options o Integration functionality (basemap and feature) o Overall Esri integration requirements, considerations, and Cartegraph recommended best practices • Cartegraph will provide a three-day (3-day) onsite "train-the-trainer" training event, up to ten (10) hours. The training agenda will be defined and agreed upon by both Cartegraph and your project manager. Topics may include any of the following: o Request Management: ▪ Requests ▪ Requesters ▪ Task Creation from Requests ▪ Issue library (including settings such as Applies to Asset and Non-Location) ▪ Cartegraph recommended best practices for Request and Requester Management o Work Task Management: ▪ Create Task(s) (Asset/Non-Asset) ▪ Assignments (Add, Edit, Remove) ▪ Task Menu Actions ▪ Related Work Items ▪ Create Work Order ▪ Associate Task to WO ▪ Repeat Work Orders ▪ Work Order Menu Actions ▪ Enter Resources ▪ Timesheets ▪ Activity library (including settings such as Applies to Asset, Inspection, Key Dates, Cost, and Productivity) ▪ Cartegraph recommended best practices for Work Task Management o Asset Management: ▪ Asset Details ▪ Preventative Maintenance Plans ▪ Inspections ▪ Linked assets (if applicable) ▪ Container/Component Relationships (if applicable) ▪ Cartegraph recommended best practices for Asset Management o Fleet Management: ▪ Preventative Maintenance ▪ Task Management ▪ Vehicle Replacement Ratings (VRR) Equipment Detail information ▪ Fleet Reports ▪ Cartegraph recommended best practices for Fleet Management o Resource Management: ▪ Resource Details ▪ Labor/Equipment Rates ▪ Material Management (Stock, Usage, Adjustments) ▪ Vendor Price Quotes ▪ Cartegraph recommended best practices for Resource Management o Cartegraph Mobile: ▪ Overall system functionality (Navigation, Interface, Maps, Attachments, Sorting) ▪ Work Management • Create and Update Tasks (Asset/Non-Asset) • Assign Tasks • Enter Resources • Inspections ▪ Asset Management • Create and Update Assets ▪ Request Management • View and Update Requests • View Requester information ▪ Cartegraph recommended best practices for mobile device use o Administrator: ▪ Administrator: • User Administration, Role Administration, Asset Administration, Record Filter Administration, Import/Export, Scheduled Process Log, Error Log ▪ Settings: • System Settings, Map Administration, Geocode Settings, GIS Integration settings, Asset Color Manager ▪ Manager: • Layout Manager, Library Manager, Preventative Maintenance, Asset Condition Manager, Notification Manager, Structure Manager, Automation Manager • Cartegraph will provide remote train-the-trainer training, up to six four (64) hours, on OMS Reporting functionality. Training topics include: o Security/Roles o Report Designer ▪ Report Types, Report Styling, Filtering\Parameters, Basic Formulas, Grouping/Sorting o Report Viewer o Reporting best practices and solution tips/tricks. • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on Internal Request functionality. Training topics include: o Internal Requests ▪ Users ▪ Views ▪ Issue Library settings and management o Cartegraph recommended best practices for advanced request management • Cartegraph will provide remote train-the-trainer training, up to twelve (12) hours, on Advanced Material Management functionality. Training topics include: o Material Locations o Material Transfers o Material Orders o Settings: ▪ Vendor Price Quotes ▪ Re-order points o Cartegraph recommended best practices for advanced material management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Preventative Maintenance Plans functionality. Training topics include: o Preventative Maintenance o Cartegraph recommended best practices for proactive asset management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Advanced Inspections and Asset Condition Manager functionality. Training topics include: ▪ Minimum Condition Groups ▪ Activities and Impacts ▪ Criticality Factor ▪ Install/Replaced Dates o Cartegraph recommended best practices for advanced inspections and condition management • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on Asset Builder functionality. Training topics include: o OMS Administrator ▪ Structure Manager ▪ Library Manager ▪ Layout Manager ▪ User/Role Configurations o Cartegraph recommended best practices for expanding the system’s use and/or building assets • Cartegraph will provide remote train-the-trainer, up to two (2) hours, on the Integration Toolkit functionality. Training topics include: o API o Webhooks o Scheduled Import/Export o Cartegraph recommended best practices for utilizing the Integration Toolkit Go-Live Support • Cartegraph will provide a three-day up to two (3-day2) onsite event remote web conferences (not to exceed 4 hours total) for Go-Live Support. The agenda will be defined, and agreed upon, by both your and Cartegraph’s project managers. Topics may include any of the following: o Refresher training for items listed in the scope of work o Software and process support for staff during production roll out o Field, Layout, and Report configuration guidance, if applicable Data Services • Cartegraph will provide one test and one production data load service through standard import/export functionality. Cartegraph will provide template documents for data population. Once populated by your staff, Cartegraph will load the data into your test or production OMS environment. Data loads may include data such as: o Parent level asset records o Asset location (spatial x/y) attributes o Parent level resource (Labor, Equipment Material, Vendor) records o Resource Rate (Labor, Equipment, Material) records o Standard system libraries Assets Asset implementation includes the following professional services: • Cartegraph will provide installation and training on the following thirty-four six (346) asset types:
(1) ▪ Storm Culvert o Transportation (5) ▪ Bridge; Pavement; Sign; Guardrail; Support • Cartegraph will provide up to five (5) field configurations for each asset type listed above. Cartegraph will provide all services remotely via audio, video, and web conferences unless otherwise noted. Exclusions The following service items are not included in the scope of this project: • Implementation of any custom modification or integration developed by Cartegraph, your internal staff, or any third-party is not included in the scope of this project unless specifically listed above. • Data conversion services from other software system(s) or sources (including Cartegraph Navigator databases) are not included in the scope of this project unless specifically listed above. • Any service items discussed during demonstrations, conference calls, or other events are not included in the scope of this project unless specifically listed above. Project representatives from Customer and Cartegraph accepts responsibility for all aspects of project planning, management, and execution not specifically identified as the responsibility of Cartegraph in the Agreement or in the Purchase Agreement. Ongoing management of the day-to-day allocation of Customer and Cartegraph resources and management of project tasks is the responsibility of the Customer and Cartegraph project representatives. Customer and Cartegraph project representatives will provide overall guidance and direction for the project and will direct the project accordingly. Further, and with regard to the Cartegraph obligations listed in this Purchase Agreement, Customer understands that it is vital to the success of the project that Customer provides assistance in the following matters:
1. For those services listed under Field Services, Cartegraph personnel will conduct information gathering and evaluation sessions with various Customer Users and management. While Cartegraph respects the time and workload of Customer staff, dedicated time on the part of the appropriate Customer resources is necessary to complete these exercises.
2. The installation process requires the assistance of Customer personnel and suitable access to hardware and systems (e.g., security clearance). Customer is required to supervise the installation process while systems are accessible to Cartegraph. All hardware and software, for both personal computers and servers, is expected to be available, installed, and operating as specified in Cartegraph’s system requirements documentation such that delivery and execution of Cartegraph Field Services will not be impeded.
3. Customer and Cartegraph understand that the successful performance of Field Services depends upon Customer fulfilling its responsibilities. The Project assumes that Customer will provide all personnel required to achieve a successful implementation, including a dedicated project manager responsible for reviewing the implementation scope of work, ensuring all attended meetings are attended by invited staff, and providing leadership and insight on all relevant internal issues such as policy/procedure, organizational structure, project stakeholders, technical architecture, data, and current systems. Customer responsibility also includes internal documentation, internal change management, task completion, staff coordination and schedule commitment.
Appears in 1 contract
Samples: Purchase Agreement
Hot Fixes. If an issue is determined to be a defect and falls outside the standard release cycle, Cartegraph will issue a hot fix fix and provide application specialists with detailed levels of product knowledge to work with you in achieving a timely and effective resolution Cartegraph will provide the Support Services only to Customer, provided that Cartegraph reserves the right to contact any third party as necessary to facilitate the delivery of Support Services or other services relating to the Solutions. Said support applies only to the most current version of the product and the previous version in succession. All Support Services are dependent upon the use by Customer of the Solutions in accordance with Cartegraph’s documentation and specificationsspecifications. Cartegraph is under no obligation to modify the Solutions so that the modified modified Solutions would depart from Cartegraph’s published documentation and specifications specifications for such Solutions. Cartegraph Systems LLC • The Field Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services which will be delivered to the Customer based on the descriptions below and on the terms and conditions and subject to the limitations set forth in this Addendum B, the applicable Purchase Agreement, and the Cartegraph Hosted Solutions Agreement. Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Phase 1 Setup • Cartegraph will provide a review, typically up to two (2) hours, of our technical specifications with your technical staff to answer any questions and verify your environment is ready for the software’s installation. Cartegraph will guide your technical staff through the installation and setup a hosted, of Cartegraph software in your test and and/or production OMS environment. • Cartegraph will provide an overview, up to two (2) hours, of Cartegraph and ArcGIS Online user-based logins and User/Role functionality. • Cartegraph will provide a template file to be utilized by your staff to populate Roles and Users to be utilized for OMS. • Cartegraph will utilize the template to create users and roles in OMS. (Note: Subsequent User and/or Role changes will be your administrator’s responsibility.) • Cartegraph will provide documentation and guidance, up to four (4) hours, for your technical GIS staff to configure Esri Basemap Services for OMS integration. Guidance will be geared towards OMS/Esri integration functionality and requirements. • Cartegraph will setup the OMS Platform, including the Request, Work, Resource, and Asset Management areas of the software. Asset Management solutions will be setup for all solutions referenced in the Assets section of the scope unless otherwise noted. Consulting • Cartegraph will provide a three-day (3-day) onsite requirement gathering workshop to increase our understanding of your business and functional goals. Through workshops and interviews, Cartegraph will identify best fit scenarios for OMS and provide a brief including any challenges as well as recommendations for OMS best practices relevant to your implementation. Training • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on overall system navigation and functionality to help familiarize your staff with the software environment and its common functions. Training topics include: o Dashboards o Standard KPI/ROI Gadgets Home Screen o Logins/Permission o Layers o Filters o Maps o Grids o System Navigation o Views (List & Detail) o Standard Reports o Attachments o Requests, Work, Assets, Resources, Reports, and Administrator Tabs • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on OMS Esri integration functionality. Training topics include: o OMS Esri integration configuration options o Integration functionality (basemap and feature) o Overall Esri integration requirements, considerations, and Cartegraph recommended best practices • Cartegraph will provide a three-day (3-day) onsite "train-the-trainer" training event. The training agenda will be defined and agreed upon by both Cartegraph and your project manager. Topics may include any of the following: o Request Management: ▪ Requests ▪ Requesters ▪ Task Creation from Requests ▪ Issue library (including settings such as Applies to Asset and Non-Location) ▪ Cartegraph recommended best practices for Request and Requester Management o Work Management: ▪ Create Task(s) (Asset/Non-Asset) ▪ Assignments (Add, Edit, Remove) ▪ Task Menu Actions ▪ Related Work Items ▪ Create Work Order ▪ Associate Task to WO ▪ Repeat Work Orders ▪ Work Order Menu Actions ▪ Enter Resources ▪ Timesheets ▪ Activity library (including settings such as Applies to Asset, Inspection, Key Dates, Cost, and Productivity) ▪ Cartegraph recommended best practices for Work Management o Asset Management: ▪ Asset Details ▪ Preventative Maintenance Plans ▪ Inspections ▪ Linked assets (if applicable) ▪ Container/Component Relationships (if applicable) ▪ Cartegraph recommended best practices for Asset Management o Fleet Management: Preventative Maintenance Task Management Vehicle Replacement Ratings (VRR) Equipment Detail information Fleet Reports Cartegraph recommended best practices for Fleet Management o Resource Management: ▪ Resource Details ▪ Labor/Equipment Rates ▪ Material Management (Stock, Usage, Adjustments) ▪ Vendor Price Quotes ▪ Cartegraph recommended best practices for Resource Management o Cartegraph Mobilefor iPad and Cartegraph One: ▪ Overall system functionality (Navigation, Interface, Maps, Attachments, Sorting) ▪ Work Management • Create and Update Tasks (Asset/Non-Asset) • Assign Tasks • Enter Resources • Inspections ▪ Asset Management • Create and Update Assets ▪ Request Management • View and Update Requests • View Requester information ▪ Create Task from Request Cartegraph recommended best practices for mobile device use o Administrator: ▪ Administrator: • User Administration, Role Administration, Asset Administration, Record Filter Administration, Import/Export, Scheduled Process Log, Error Log ▪ Settings: • System Settings, Base Map Administration, Geocode Settings, GIS Integration settingsSettings, Background Task Scheduler, Asset Color Manager ▪ Manager: • Layout Manager, Library Manager, Preventative Maintenance, Asset Condition Manager, Notification Manager, Structure Manager, Automation Manager • Cartegraph will provide remote train-the-trainer training, up to six (6) hours, on OMS Reporting functionality. Training topics include: o Security/Roles o Report Designer ▪ Report Types, Report Styling, Filtering\Parameters, Basic Formulas, Grouping/Sorting o Report Viewer o Reporting best practices and solution tips/tricks. • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on Internal Request functionality. Training topics include: o Internal Requests ▪ Users ▪ Views ▪ Issue Library settings and management o Cartegraph recommended best practices for advanced request management • Cartegraph will provide remote train-the-trainer training, up to twelve (12) hours, on Advanced Material Management functionality. Training topics include: o Material Locations o Material Transfers o Material Orders o Settings: ▪ Vendor Price Quotes ▪ Re-order points o Cartegraph recommended best practices for advanced material management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Preventative Maintenance Plans functionality. Training topics include: o Preventative Maintenance o Cartegraph recommended best practices for proactive asset management • Extensions Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Advanced Inspections and Asset Condition Manager Request functionality. Training topics include: ▪ Minimum Condition Groups ▪ Activities o Internal Requests o YourGOV Requester Notifications Issue Library settings and Impacts ▪ Criticality Factor ▪ Install/Replaced Dates management YourGOV web and smartphone functionality, including Create Request, View Request, and View Status o Cartegraph recommended best practices for advanced inspections and condition request management • Cartegraph will provide remote train-the-trainer training, up to two eight (2) 8) hours, on Advanced Asset Builder functionality. Training topics include: o OMS Administrator ▪ Structure Manager ▪ Library Manager ▪ Layout Manager ▪ UserPreventative Maintenance o Performance Management Prediction Groups Minimum Condition Groups Activities and Impacts Criticality Factor Install/Role Configurations Replaced Dates o Cartegraph recommended best practices for expanding the system’s use and/or building assets • Cartegraph will provide remote train-the-trainer, up to two (2) hours, on the Integration Toolkit functionality. Training topics include: o API o Webhooks o Scheduled Import/Export o Cartegraph recommended best practices for utilizing the Integration Toolkit advanced asset management Go-Live Support • Cartegraph will provide a three-day (3-day) onsite event for Go-Live Support. The agenda will be defined, and agreed upon, by both your and Cartegraph’s project managers. Topics may include any of the following: o Refresher training for items listed in the scope of work o Software and process support for staff during production roll out o Field, Layout, and Report configuration guidance, if applicable Data Services • Cartegraph will provide one test and one production data load service through standard import/export functionality. Cartegraph will provide template documents for data population. Once populated by your staff, Cartegraph will load the data into your test or production OMS environment. Data loads may include data such as: o Parent level asset records o Asset location (spatial x/y) attributes o Parent level resource (Labor, Equipment Material, Vendor) records o Resource Rate (Labor, Equipment, Material) records o Standard system libraries Cartegraph will provide one test and one production Standard Data Conversion service to assist with your migration from the latest version of Cartegraph Navigator to Cartegraph OMS. The Standard Data Conversion service includes the following: o Assets Parent records and associated parent-level attributes Child records and associated child-level attributes Current Inspection record, including: Date OCI Condition Category and Index records Note: Cartegraph OMS does not support Bridge NBI or Storm/Sewer NASSCO inspection methodology. This data is not included in the Standard Data Conversion service. Open work events in Navigator’s Asset Event table Events with Key Date and/or Impact settings in Navigator, if applicable o Resources (Labor, Equipment, Material) Parent record and associated parent-level attributes Current Default Rate record Note: Customer is responsible for creating additional rate records to account for overtime, overhead, and/or FEMA rates, if applicable Equipment Fleet Events, if applicable Material Current Quantity-on-Hand Vendor Price Quotes Vendor Parent record and associated parent-level attributes Contacts o Libraries Standard and custom library data – not specifically excluded below o Attachment Paths The file paths for Attachments will be updated to refer to the OMS project home. Your internal staff will be responsible for physically relocating files to the project home folder structure required for OMS. Cartegraph will transfer attachment files to the project home folder structure for hosted customers. However, files must be provided in the previously mentioned OMS project home folder structure. o Standard Conversion Exclusions Work Orders Labor, Equipment, Material Logs Worksheets Requests Citizen data Assets: Bridge: NBI inspection data Storm/Sewer: NASSCO inspection data Pavement: Detailed Distress inspection data PAVEMENTview Plus: Budgets, Scenarios, Models, and associated settings Libraries: Overall Ratings Condition Category Ratings Attachment Files Custom attachment fields or tables Extended Support Cartegraph will provide the following services on a quarterly basis for one year: o A remote requirement gathering workshop, up to two (2) hours, to increase our understanding of your business and functional goals. Through workshops and/or interviews, we will identify needs and/or goals to address for the quarterly event. o A two-day (2-day) onsite event for post-production system development. The agenda will be defined, and agreed upon, by both your and Cartegraph’s project managers. Topics may include any of the following: Project or implementation consulting System configuration for your current products Training Assets Asset implementation includes the following professional services: • Cartegraph will provide installation and training on the following thirty-four nine (3439) asset types:
Appears in 1 contract
Samples: Purchase Agreement
Hot Fixes. If an issue is determined to be a defect and falls outside the standard release cycle, Cartegraph will issue a hot fix fix and provide application specialists with detailed levels of product knowledge to work with you in achieving a timely and effective resolution effectiveresolution Cartegraph will provide the Support Services only to Customer, provided that Cartegraph reserves the right to contact any third party as necessary to facilitate the delivery of Support Services or other services relating to the Solutions. Said support applies only to the most current version of the product and the previous version in succession. All Support Services are dependent upon the use by Customer of the Solutions in accordance with Cartegraph’s documentation and specificationsspecifications. Cartegraph is under no obligation to modify the Solutions so that the modified modified Solutions would depart from Cartegraph’s published documentation and specifications specifications for such Solutions. Cartegraph Systems LLC Addendum B - Field Services (Fee for Service) Cartegraph Field Services – Scope of Work • The Field Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services which will be delivered to the Customer based on the descriptions below and on the terms and conditions and subject to the limitations set forth in this Addendum B, the applicable Purchase Agreement, and the Cartegraph Solutions Agreement. Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Project Management • Cartegraph will provide a one-day (1-day) onsite including: o Project kick off introducing all team members and discussion of the project scope, project timeline and project approach. o System navigation and functionality introduction and overview to help familiarize your staff with the software environment and its common functions. Topics include: ▪ Dashboards ▪ Standard KPI/ROI Gadgets ▪ Logins/Permission ▪ Layers ▪ Filters ▪ Maps ▪ Grids ▪ System Navigation ▪ Views (List & Detail) ▪ Standard Reports ▪ Attachments ▪ Requests, Work, Assets, Resources, Reports, and Administrator Tabs Phase 1 I Setup • Cartegraph will setup a hosted, test and production OMS environment. • Cartegraph will provide an overview, up to two (2) hours, of Cartegraph and ArcGIS Online user-based logins and User/Role functionality. • Cartegraph will provide a template file to be utilized by your staff to populate Roles and Users to be utilized for OMS. • Cartegraph will utilize the template to create users and roles in OMS. (Note: Subsequent User and/or Role changes will be your administrator’s responsibility.) • Cartegraph will provide documentation and guidance, up to four (4) hours, for your technical GIS staff to configure Esri Basemap Services for OMS integration. Guidance will be geared towards OMS/Esri integration functionality and requirements. • Cartegraph will setup the OMS Platform, including the Request, Work, Resource, and Asset Management areas of the software. Asset Management solutions will be setup for all solutions referenced in the Assets section of the scope unless otherwise notedotherwisenoted. Consulting • Cartegraph will provide a one three-day (3-day) and one two-day (2-day) onsite requirement gathering workshop to increase our understanding of your business and functional goals. Through workshops and interviews, Cartegraph will identify best fit scenarios for OMS and provide a brief including any challenges as well as recommendations for OMS best practices relevant to your implementation. Training • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on overall system navigation and functionality to help familiarize your staff with the software environment and its common functions. Training topics include: o Dashboards o Standard KPI/ROI Gadgets Xxxxxxx o Logins/Permission o Layers o Filters o Maps o Grids o System Navigation o Views (List & Detail) o Standard Reports o Attachments o Requests, Work, Assets, Resources, Reports, and Administrator Tabs • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on OMS Esri integration functionality. Training topics include: o OMS Esri integration configuration options o Integration functionality (basemap and featureandfeature) o Overall Esri integration requirements, considerations, and Cartegraph recommended best practices • Cartegraph will provide a three-day (3-day) onsite "train-the-trainer" training event. The training agenda will be defined and agreed upon by both Cartegraph and your project manager. Topics may include any of the following: o Request Management: ▪ Requests ▪ Requesters ▪ Task Creation from Requests ▪ Issue library (including settings such as Applies to Asset and Non-Location) ▪ Cartegraph recommended best practices for Request and Requester Management o Work Management: ▪ Create Task(s) (Asset/Non-Asset) ▪ Assignments (Add, Edit, Remove) ▪ Task Menu Actions ▪ Related Work Items ▪ Create Work Order ▪ Associate Task to WO ▪ Repeat Work Orders ▪ Work Order Menu Actions ▪ Enter Resources ▪ Timesheets ▪ Activity library (including settings such as Applies to Asset, Inspection, Key Dates, Cost, and Productivity) ▪ Cartegraph recommended best practices for Work Management o Asset Management: ▪ Asset Details ▪ Preventative Maintenance Plans ▪ Inspections ▪ Linked assets (if applicable) ▪ Container/Component Relationships (if applicable) ▪ Cartegraph recommended best practices for Asset Management To avoid redundancy, and to utilize service time efficiently, training may cover a subset of the assets listed in the Asset section of the scope. o Resource Management: ▪ Resource Details ▪ Labor/Equipment Rates ▪ Material Management (Stock, Usage, Adjustments) ▪ Vendor Price Quotes ▪ Cartegraph recommended best practices for Resource Management o Cartegraph Mobile: ▪ Overall system functionality (Navigation, Interface, Maps, Attachments, Sorting) ▪ Work Management • Create and Update Tasks (Asset/Non-Asset) • Assign Tasks • Enter Resources • Inspections ▪ Asset Management • Create and Update Assets ▪ Request Management • View and Update Requests • View Requester information • Create Task from Request ▪ Offline use for Cartegraph for iPad ▪ Cartegraph recommended best practices for mobile device use o Administrator: ▪ Administrator: • User Administration, Role Administration, Asset Administration, Record Filter Administration, Import/Export, Scheduled Process Log, Error Log ▪ Settings: • System Settings, Map Administration, Geocode Settings, GIS Integration settings, Asset Color Manager ▪ Manager: • Layout Manager, Library Manager, Preventative Maintenance, Asset Condition Manager, Notification Manager, Structure Manager, Automation Manager • Cartegraph will provide remote train-the-trainer training, up to six (6) hours, on OMS Reporting functionality. Training topics include: o Security/Roles o Report Designer ▪ Report Types, Report Styling, Filtering\Parameters, Basic Formulas, Grouping/Sorting o Report Viewer o Reporting best practices and solution tips/tricks. • Cartegraph will provide remote train-the-trainer training, up to two (2) hours, on Internal Request functionality. Training topics include: o Internal Requests ▪ Users ▪ Views ▪ Issue Library settings and management o Cartegraph recommended best practices for advanced request management • Cartegraph will provide remote train-the-trainer training, up to twelve (12) hours, on Advanced Material Management functionality. Training topics include: o Material Locations o Material Transfers o Material Orders o Settings: ▪ Vendor Price Quotes ▪ Re-order points o Cartegraph recommended best practices for advanced material management • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Preventative Maintenance Plans functionality. Training topics include: o Preventative Maintenance o Cartegraph recommended best practices for proactive asset management To avoid redundancy, and to utilize service time efficiently, training may cover a subset of the assets listed in the Asset section of the scope. • Cartegraph will provide remote train-the-trainer training, up to four (4) hours, on Advanced Inspections and Asset Condition Manager functionality. Training topics include: o Performance Management ▪ Prediction Groups ▪ Minimum Condition Groups ▪ Activities and Impacts ▪ Criticality Factor ▪ Install/Replaced Dates o Cartegraph recommended best practices for advanced inspections and condition management • Cartegraph will provide remote train-the-trainer trainingTo avoid redundancy, up and to two (2) hoursutilize service time efficiently, on training may cover a subset of the assets listed in the Asset Builder functionalitysection of the scope. Training topics include: o OMS Administrator ▪ Structure Manager ▪ Library Manager ▪ Layout Manager ▪ User/Role Configurations o Cartegraph recommended best practices for expanding the system’s use and/or building assets • Cartegraph will provide remote train-the-trainer, up to two (2) hours, on the Integration Toolkit functionality. Training topics include: o API o Webhooks o Scheduled Import/Export o Cartegraph recommended best practices for utilizing the Integration Toolkit Go-Live Support • Cartegraph will provide a three-day (3-day) onsite event for Go-Live Support. The agenda will be defined, and agreed upon, by both your and Cartegraph’s project managers. Topics may include any of the following: o Refresher training for items listed in the scope of work o Software and process support for staff during production roll out o Field, Layout, and Report configuration guidance, if applicable Data Services • Cartegraph will provide one test and one production data load service through standard import/export functionality. Cartegraph will provide template documents for data population. Once populated by your staff, Cartegraph will load the data into your test or production OMS environment. Data loads may include data such as: o Parent level asset records o Asset location (spatial x/y) attributes o Parent level resource (Labor, Equipment Material, Vendor) records o Resource Rate (Labor, Equipment, Material) records o Standard system libraries • Cartegraph will provide two test and one production custom data conversion service for your historical data listed below: o Dossier data related to: Equipment, Work History o For the custom data conversion service(s) listed above, Cartegraph will provide: ▪ A review of the historical data along with recommendations for OMS best fit. ▪ A field map workshop, which will identify where and how historical data will appear within OMS ▪ A test conversion service to facilitate data conversion validation and testing ▪ One revision of the field map used for the test conversion service ▪ A production conversion service utilizing the final, approved field map All data must be accessible to Cartegraph from a SQL DB, SQL View, Access DB or Comma Delimited File. • Cartegraph will provide two test and one production custom data conversion service for your historical data listed below: o Energov data related to: Asset Inventory, Work History (4 years) o For the custom data conversion service(s) listed above, Cartegraph will provide: ▪ A review of the historical data along with recommendations for OMS best fit. ▪ A field map workshop, which will identify where and how historical data will appear within OMS ▪ A test conversion service to facilitate data conversion validation and testing ▪ One revision of the field map used for the test conversion service ▪ A production conversion service utilizing the final, approved field map All data must be accessible to Cartegraph from a SQL DB, SQL View, Access DB or Comma Delimited File. • Cartegraph will provide two test and one production custom data conversion service for your historical data listed below: o Spreadsheet data related to: Assets, Inspection / Condition Imports o For the custom data conversion service(s) listed above, Cartegraph will provide: ▪ A review of the historical data along with recommendations for OMS best fit. ▪ A field map workshop, which will identify where and how historical data will appear within OMS ▪ A test conversion service to facilitate data conversion validation and testing ▪ One revision of the field map used for the test conversion service ▪ A production conversion service utilizing the final, approved field map All data must be accessible to Cartegraph from a SQL DB, SQL View, Access DB or Comma Delimited File. Assets Asset implementation includes the following professional services: • Cartegraph will provide installation and training on the following thirty-four fourty three (3443) asset types:
Appears in 1 contract
Samples: Purchase Agreement