replacement of the utilities scada system hmi software _software_rfp_v4.pdfpurpose the existing...

Request for Proposal

for

Replacement of the Utilities SCADA System HMI Software

Issued: February 26, 2013

Responses Due: March 15, 2013

All responses must be sent to:

St. Lucie West Services District 450 SW Utility Drive

Port St. Lucie, Florida 34986

Table of Contents

I. SCHEDULE ........................................................................................................ 1

II. BACKGROUND INFORMATION ......................................................................... 3

Purpose .................................................................................................................................3 Objective ..............................................................................................................................3 Requirements .......................................................................................................................3 Process .................................................................................................................................4 Profile of Agency Issuing RFP ............................................................................................4 Utility Processes...................................................................................................................4 System Configuration ..........................................................................................................5

III. PROPOSAL REQUIREMENTS ............................................................................ 8

General Proposal Instructions ..............................................................................................8 Proposal Evaluation Criteria ................................................................................................9

IV. PROPOSAL FORMAT ...................................................................................... 10

Section 1 - Executive Summary .........................................................................................10 Section 2 - Company Information......................................................................................10 Section 3 - Application Software .......................................................................................11 Section 4 - Hardware Information .....................................................................................11 Section 5 - Maintenance and Support ................................................................................12 Section 6 - Training and Education ...................................................................................12 Section 7 - References .......................................................................................................12 Section 8 - Cost Proposal ...................................................................................................13 Section 9 - Sample Contracts .............................................................................................13

V. PROPOSAL TERMS AND CONDITIONS ............................................................ 14

VI. SOFTWARE FUNCTIONALITY CHECKLIST INSTRUCTIONS ........................... 16

RFP for SCADA system software and process Information System St. Lucie West Services District

C:\Documents and Settings\Lgreb\Local Settings\Temporary Internet Files\Content.Outlook\ESV3N9VG\SLWSD SCADA Software RFP V4.doc Page 1

I. SCHEDULE

1. The following is the current schedule as defined by the St. Lucie West Services District: Selection Process Step Date(s) Release and Issuance of the Request for Proposal (RFP) 2/26/2013 Bidders Conference – Optional 3/11/2013 Notification by Vendors of Intent to Propose Due 3/14/2013 Written Questions Due 3/18/2013 Date for Publishing Answers to Vendors’ Questions 3/22/2013 Proposals Due 3/31/2013 Decision on Vendor Finalists 4/6/2013 Demonstrations By Vendor Finalists 4/11/2013 User Site Visits if needed 4/16/2013 Final Vendor Selection 4/18/2013 Contract Negotiations 4/22/2013 Board Approval 5/3/2013 Begin Implementation 5/10/2013 Complete Implementation 5/31/2013

2. Vendors must submit a letter of intent to bid by March 14, 2013 to:

DENNIS PICKLE, DISTRICT MANAGER ST. LUCIE WEST SERVICES DISTRICT 450 SW UTILITY DRIVE PORT ST. LUCIE, FLORIDA, 34986 E-MAIL ADDRESS: [email protected] PHONE NUMBER: (772) 340-0220 FAX NUMBER: (772) 871-5726

3. An optional Bidders Conference is planned on the date listed in item 1 above. The

meeting will be held at 450 SW Utility Drive, Port St. Lucie, Florida 34986. Verbal questions will also be discussed at this conference.

4. All questions regarding the RFP should be directed, in writing only, by fax or e-mail no

later than 4:00 p.m., local EST time, on Friday, March 18, 2013 Questions received after this date and time will not be accepted. Send questions to: DENNIS PICKLE, DISTRICT MANAGER ST. LUCIE WEST SERVICES DISTRICT 450 SW UTILITY DRIVE PORT ST. LUCIE, FLORIDA, 34986 E-MAIL ADDRESS: [email protected]



PHONE NUMBER: (772) 340-0220 FAX NUMBER: (772) 871-5726 Responses to submitted questions will be published on March 22, 2013 and will be provided to all vendors who have confirmed their intent to propose.

5. Vendors must submit the original and 5 printed copies of their Proposal, and supporting

materials by: March 31, 2013, 2:00 PM, local EST. time

Send to: Dennis Pickle, District Manager St. Lucie West Services District 450 SW Utility Drive Port St. Lucie, Florida, 34986 E-mail address: [email protected] Phone Number: (772) 340-0220 Fax Number: (772) 871-5726

6. Clearly mark remitting Proposal: “SEALED PROPOSAL – Replacement of the Utilities

SCADA System HMI Software”



II. BACKGROUND INFORMATION PURPOSE The existing utility SCADA system software in use at St. Lucie West Services District is from Invensys. The specific products are “Wonderware Application Server”, “Wonderware InTouch” and “INSQL Historian”. The purpose of this RFP is to seek a complete change of the Utilities SCADA system software to a different software vendor. Highlights of limitations and challenges faced with the current software system include:

• Annual software support is expensive and requires a contiguous software services agreement over many years or reinvestment in the product for version upgrades.

• The various different functional packages that make up the current software are overly sensitive to version and operating system updates. This makes the software difficult to maintain over its life cycle.

• The remote annunciation system software for voice remote notification is hardware specific and very difficult to configure. The phone modem hardware required for this system is difficult to get due to advances in other communication media.

• Operating system specific. This software only runs on Microsoft operating systems.

OBJECTIVE

♦ The objective of St. Lucie West Services District is to obtain an enterprise class SCADA software system that provides an integrated visualization, control, historical data acquisition and reporting solution for all the different process the utility operates.

♦ The SCADA software desired must be capable of operating on the districts existing server client based hardware consisting of three Dell poweredge R710 servers supporting four Dell Optiplex work stations and multiple VPN or network connected TSE clients.

♦ The SCADA software must also be capable of integrated real time Ethernet communication with the existing installed Allen Bradley Control Logix and SLC PLC equipment controlling the Districts utility processes.

REQUIREMENTS In transitioning from the current SCADA software to a new SCADA software solution St. Lucie West Services District desires to minimize any changes in the existing hardware installation. This will require that the proposed SCADA software be capable of co-existing with the existing SCADA software during a phased transition to the new software solution. Any changes to the existing hardware, operating systems or the configuration of the existing SCADA computers or communication networks required for the successful implementation of the proposed SCADA software should be identified and included in the proposer’s response.



The following are St. Lucie West Services District’s software application needs. All applications must be part of a fully integrated suite capable of deployment in multi-server system configured for a multi-departmental hosted implementation.

♦ Real Time process visualization and control ♦ Process alarm and event management ♦ I/O server and SCADA server redundancy ♦ Historical data acquisition with I/O store/forward capabilities ♦ Remote operator alarm and event notification ♦ Real time and cyclic based process reporting ♦ Ad hoc Reporting ♦ Historical data retrieval and analysis tools ♦

Other applications for current or future consideration:

♦ Computerized Maintenance Management software interface ♦ Asset Management software interface

PROCESS The St. Lucie West Services District will review the proposals received and then narrow the number of acceptable vendors to a short list of finalists. Then, using subsequent interviews, demonstrations, reference checks, and/or site visits, the St. Lucie West Services District will make a final vendor selection. Vendors who partner with third-party software providers/subcontractors are invited to submit proposals, but preference will be placed with vendors who can provide a more complete cost effective solution. PROFILE OF AGENCY ISSUING RFP

St. Lucie West Services District is a legal entity and public body created pursuant to Chapter 190, Florida Statutes organized as a Community Development District (CDD) within the boundaries of the City of Port St. Lucie. The District serves approximately 7,000 customer properties with a population of about 15,000 in the City of Port St. Lucie in St. Lucie County. UTILITY PROCESSES St. Lucie West Services District provides distributed potable water, wastewater collection, wastewater processing, irrigation water distribution and storm water management services for the community of St. Lucie West. The main utility campus located at 450 SW utility drive consistent of a 3.8 MGD reverse osmosis water plant, a 2.9 MGD wastewater processing plant, the irrigation system main pump



station and the administrative and support office of the utility. The wastewater collection system, two of the irrigation system pump station and multiple storm water control structures are distributed throughout the community. The table below summarizes the estimated volumes of transactions and records associated with St. Lucie West Services District’s application processing requirements. St. Lucie West Services District expects a 0.01 % annual growth in population over the next 5 years. In your proposal, discuss how the system can be expanded in a modular or incremental fashion to meet this projected growth.

Volume Description

Average Annual

Volumes

Number of Years History

Retention Total District Population 14,767 Number of Parcels 11,000 3 Number of Utility Customers 6,750 4 Number of Work Orders 5,614 Number of Cash Receipts 6,750 4 Estimated Concurrent Users 7 4 Estimated total User IDs 10 4 Number of Ad Hoc Report Writer Users 3

SYSTEM CONFIGURATION Networks The current SCADA System Ethernet networks are comprised of two redundant Hirschman hyper rings. Each network runs through the plant wide fiber system from the utility department administrative building to the R/O Plant, R/O Plant to the Wastewater plant and back to the admin building. The networks utilize Hirschman MACH 100 switches at the admin building and RS20 Rail Switches at the plants. The networks are managed from Server “SCADA2” with Hirschman HiVision 3.2 SMTP based network management software. The two individual network segments operate at 100MBs and use the network address range of 192.168.X.X, subnet 255.255.255.0. This is a class “C” setup. The first network (SCADA_LAN, 192.168.3.X) is for communication between SCADA Servers and Workstations; the second network (CONTROL_LAN, 192.168.4.X) is for communication between SCADA Servers and PLC’s. The default gate way for the SCADA_LAN network is a Cisco system ASA 5510 adaptive security appliance. The SCADA_LAN network has four SCADA workstations connected with three SCADA Servers and a report printer. The CONTROL_LAN has three Allen Bradley Control Logix PLC’s connected with the three SCADA Servers.



Servers The SCADA Servers are comprised of three Dell Power Edge R710s running Windows Server 2003 R2 SP2 in a work group configuration named SCADA. Each SCADA server and workstation computer is a member of the SCADA work group. Network naming services are provided via WINNS address translation. Each server has redundant power supplies, dual quad core processors, Raid 1 drive structure and 4 GB of memory. Server SCADA1 is the Historian and development platform. It runs Wonderware Application server, Wonderware Industrial SQL Server and Wonderware InTouch. It also provides network naming services as the primary WINNs server and acts as the portal for outside SMS text messaging for remote operator notification via Microsoft Outlook 2007. Server SCADA2 is the primary application object server and primary I/O server for the SCADA system. It runs Wonderware Application server and Wonderware ABDACIP DA server for PLC tag data acquisition. SCADA2 doubles as the host platform for the HiVision network management software and provides network naming services as the replication partner WINNs server. Server SCADA3 is the backup application object server and backup I/O server for the SCADA system. It runs Wonderware Application server and Wonderware ABDACIP DA server for PLC tag data acquisition. SCADA3 doubles as the terminal server and supports 10 plus VPN connected RDP based mobile clients. Workstations The thick client SCADA workstations are Dell Optiplex 780 desktop computers. They run the Microsoft Windows XP SP3 operating system and Microsoft Office 2003. Each of the three thick client workstation runs Wonderware Application server and Wonderware InTouch. One of the workstations in the R/O plant doubles as the engineering station for Allen Bradley RSLogix 5000, RSLogix 500 and MDS InSite6 programming and configuration tools. The thin client or mobile clients are Toshiba TECRA or HP laptop computers using air cards for mobile internet connectivity. The laptops run the Microsoft Windows XP SP3 or Windows 7 Pro operating systems. Each laptop is configured with Cisco’s 64 or 32 Bit VPN client connectivity to the utilities ASA5510 adaptive security firewall. The laptops are configured to use Microsoft’s RDP (Remote Desk Top) protocol for TSE connectivity to server SCADA3. The district has a document file that gives the specifics for each work station and server with user names and passwords, current software running on each computer with all license keys. The document also has all email configurations with user names and passwords.



Current System Configuration The SCADA system is currently configured in a server / client arrangement with varying types of clients (Thick/Thin). The SCADA system is based on Wonderware’s Application Server platform to perform all of the data acquisition, Historical archiving and Operator interface and control functions. Process reporting is accomplished with XLReporter The SCADA system provides the control and status information interface for the R/O Plant and potable water distribution, Wastewater Plant and Wastewater collection, Irrigation reuse distribution and storm water gates. The SCADA system by design provides for redundancy of the data acquisition, status information distribution and physical Ethernet communication networks that makeup its communication system. Due to the critical nature of the SCADA system being the only interface for control of the Districts process assets the successful proposer’s software solution must be capable of utilizing the existing installed system configuration and provide for a phased migration to the new software solution. It is the District’s intent to migrate to the new SCADA software over the course of several projects, with this in mind the new SCADA software must be able to coexist with selected components of the existing Wonderware software for an extended period of time. It is the proposers responsibility to provide a narrative of how their software can be phased into the current system configuration with the least amount of disruption to the utilities overall operation.



III. PROPOSAL REQUIREMENTS This section outlines the information that must be included in your Proposal. Vendors should review this list to ensure that their proposals include all requested information prior to submission. GENERAL PROPOSAL INSTRUCTIONS 1. The proposal must be signed and dated by a representative of the vendor’s company who is

authorized to negotiate contracts. 2. Vendors submitting proposals should allow for normal mail or delivery time to ensure timely

receipt of their Proposal. 3. All functionality checklists must be included in your response. Failure to include any of the

requested information within your Proposal may result in rejection/disqualification. 4. No negotiations, decisions, or actions shall be executed by the vendor as a result of any

discussions with any St. Lucie West Services District official, employee and/or consultant. Only those transactions provided in written form from St. Lucie West Services District may be considered binding. Also, the St. Lucie West Services District will honor only written and signed transactions from vendors.

5. St. Lucie West Services District shall not be liable for any pre-contract costs incurred by

interested vendors participating in the selection process. 6. The contents of each vendor's Proposal, including technical specifications for software and

software maintenance fees, shall remain valid for a minimum of 120 calendar days from the Proposal due date.

7. Please note that St. Lucie West Services District may not purchase all the applications or all

the equipment listed in this Request for Proposal. 8. St. Lucie West Services District will be awarding a contract to a single vendor for all core

applications and annual software support. Implementation and integration of the proposed software into the District’s SCADA system will be executed by the District’s system integrator.



PROPOSAL EVALUATION CRITERIA The contract will be awarded to the vendor who best meets the Utilities SCADA System HMI Software needs of St. Lucie West Services District based on the following criteria. These criteria are not listed in any order of importance.

♦ The capability to provide the required software features and capabilities. ♦ The seamless integration of the various system modules and ability to meet the

interface/integration requirements noted in this RFP. ♦ The flexibility of the application software, including the availability of tools for novice

users to perform ad hoc analysis and reporting. ♦ Current thin-client architecture or Browser User Interface (BUI). No screen-scraper

technologies. ♦ Fit with the Districts technology direction. ♦ The quality and relevance of references. ♦ Vendor’s proven ability to deliver products. ♦ Training and support offered by the vendor. ♦ The capability to perform required conversions of existing data files. ♦ The financial stability, longevity, and strength of the vendor. ♦ The total costs of the system over a three-year period, including direct and indirect costs. ♦ Use of Relational Database technology. ♦ The expandability of the proposed software, including the ease of upgrading the proposed

system by adding components to accommodate future needs. ♦ Adherence to the requested Proposal format. This includes the thoroughness of the

Proposal, as well as the format of the presentation.



IV. PROPOSAL FORMAT Please include the following items in the order listed below. Cover Letter Table of Contents 1. Executive Summary 2. Company Information 3. Application Software 4. Hardware Information 5. Maintenance and Support 6. Training and Education 7. References 8. Cost Proposal 9. Sample Contracts SECTION 1 - EXECUTIVE SUMMARY This section should be limited to a brief narrative highlighting the vendor’s Proposal. The summary should be free of technical language and should illustrate the benefits and possibilities offered by the vendor. It should be between one (1) and five (5) pages long. There should be no cost quotes in this section. SECTION 2 - COMPANY INFORMATION Vendor must provide the following information about the vendor’s company that demonstrates its stability and ability to support the commitments set forth in the RFP. The vendor should outline the company’s background, including:

♦ How long the company has been in business. ♦ A brief description of the company size and organization. ♦ Number of customers in Florida. ♦ Total number of customers. ♦ Company organizational chart. ♦ Number of employees by department: ♦ Customer Services ♦ Sales & Marketing ♦ Research and Development ♦ Administration ♦ Description of research and development approach and process.



SECTION 3 - APPLICATION SOFTWARE a. Please complete the software features, functions, and capabilities checklists contained in the

electronic Excel file(s) provided with this document. Instructions for completing them are outlined in “Section VI – Software Functionality Checklist Instructions” of this document.

b. Provide general information about the proposed application software, as well as other application modules not requested in this RFP but which may be of interest or benefit to St. Lucie West Services District.

c. Provide information regarding the capability to provide software customizations.

d. Describe documentation provided with the software, including:

♦ Browser-based online help ♦ Windows-based format ♦ Printable documentation ♦ Ability for users to customize ♦ End-user step-by-step instructions ♦ Free documentation updates with each application release ♦ Application training manuals ♦ System documentation ♦ A web site that enables customers to: View frequently asked questions Download updated product documentation

SECTION 4 - HARDWARE INFORMATION Vendor must propose the required hardware configuration for the ideal deployment of their SCADA software solution. Refer to the information regarding St. Lucie West Services District’s current computer systems and network configurations included in “Section II – Background Information” of this document. Estimated volumes of transactions and records should be referenced for proposing an adequate equipment configuration to accommodate the St. Lucie West Services District’s current and future SCADA and historical data retention needs. Requested hardware must comply with the following: a. Relational Database - St. Lucie West Services District would like the information system to

be based on a very stable and flexible relational database standard. This would allow non-technical users to benefit from the various tools these types of systems have to offer. Please describe how this is addressed with the system being proposed.

b. Operating System Software - Indicate any special security features (e.g., work station security, function security, file security, etc.) provided by the operating system software. Describe backup and recovery methods built into the operating system software.

c. Minimum PC Requirements - Please include the minimum and recommended PC client workstation configurations necessary for all users requiring access to the systems. Include other client software (excluding Windows operating system and Microsoft Office products)



to be loaded on the desktop. This should be clearly identified and included in the price proposal (no hidden costs).

SECTION 5 - MAINTENANCE AND SUPPORT The St. Lucie West Services District prefers 24/7 unlimited telephone support. If 24/7 telephone support is available, price proposals should clearly indicate total recurring costs for that support option. If after-hours support is only available at an hourly rate, this should be clearly indicated. a. Please describe all support services for hardware and software, including:

♦ Hours of availability ♦ Access via toll free 800 number ♦ Call tracking system ♦ Priority code system used to help distinguish the level of urgency for each call ♦ Internet web site support ♦ How customers are notified of urgent software issues and how to resolve them

b. Provide information regarding your organized national users group, including frequency and

location of meetings. c. List regional users groups, state frequency of meetings, and specify the closest one to St.

Lucie West Services District. d. Provide information about periodic system enhancements and updates. SECTION 6 - TRAINING AND EDUCATION Systems and application software training is key to systems selection and implementation. All training must be conducted on site. System administrator training, as well as user training, should employ a train-the-trainer approach. Address the following:

♦ Available software training ♦ Ongoing educational opportunities ♦ Available web conferencing training ♦ User group training sessions ♦ Scheduled year-end processes training

SECTION 7 - REFERENCES Provide references for a minimum of five (5) completed government installations that use the proposed system in a comparable computing environment. Where possible, at least three such



references should be in the state of Florida. The information should include agency name, address, contact name, telephone number, date of installation, and a list of applications. SECTION 8 - COST PROPOSAL Please provide all costs for the proposed system, including:

♦ Software licenses ♦ Training ♦ Associated hardware ♦ Support ♦ Recurring costs for the next 3 years ♦ Custom programming that must be provided to meet the requirements of this RFP ♦ Estimated range of costs for conversion of each application, if available, and a

description of data that typically would be converted SECTION 9 - SAMPLE CONTRACTS Provide copies of all sample contracts for hardware, systems software, and application software.



V. PROPOSAL TERMS AND CONDITIONS Request for Proposal Format Proposals must be made in strict accordance with the Request for Proposal format provided herein. Bulletins and Addenda Any bulletins or addenda to the Proposal specifications issued during the period between issuance of the RFP and receipt of proposals are to be considered covered in the Proposal and in awarding a contract they will become a part thereof. Receipt of bulletins or addenda shall be acknowledged by vendors in their proposal cover letter. False or Misleading Statements If, in our opinion, a proposal contains false or misleading statements or references that do not support a function, attribute, capability, or condition as contended by the vendor, the entire proposal shall be rejected. Clarification of Proposal We reserve the right to obtain clarification of any point in a vendor’s proposal or to obtain additional information necessary to properly evaluate a particular proposal. Failure of a vendor to respond to such a request for additional information or clarification may result in rejection of the vendor’s proposal. Responsiveness Proposals should respond to all requirements of this RFP to the maximum extent possible. Vendors are asked to clearly identify any limitations or exceptions to the requirements inherent in the proposed system. Alternative approaches will be given consideration, if the approach clearly offers us increased benefits.

Rejection of Proposal Proposals that are not prepared in accordance with these instructions to vendors may be rejected/disqualified. If not rejected, St. Lucie West Services District may demand correction of any deficiency and accept the corrected Proposal upon compliance with these instructions to proposing vendors. Bid Modifications Any bidder may modify their bid by written or fax communications up to two days prior to the closing time. The written or fax communication should not reveal the bid price as this will not be known until the sealed bid is opened. Late Submissions Regardless of cause, late qualifications will not be accepted and will automatically be disqualified from further consideration. It shall be the Vendor’s sole risk to assure delivery at the designated office by the designated time. Late qualifications will not be opened and may be returned to the Vendor at the expense of the Vendor or destroyed if requested.



Acceptance of Proposals The contents of the proposal of the successful bidder will become, at our option, a contractual obligation if a contract ensues. Failure of the successful bidder to accept this obligation may result in cancellation of the award. Proposals submitted are offers only and the decision to accept or reject is a function of quality, reliability, capability, reputation, and expertise of the proposing vendors. St. Lucie West Services District reserves the right to terminate the selection process at any time and to reject any or all proposals. St. Lucie West Services District reserves the right to accept the Proposal that is, in its judgment, the best and most favorable to the interests of St. Lucie West Services District and to the public; to reject the low price Proposal; to accept any item of any Proposal; to reject any and all Proposals; and to waive irregularities and informalities in any Proposal submitted or in the Request for Proposal process, provided; however, the waiver of any prior defect or informality shall not be considered a waiver of any future or similar defect or informality. Proposing vendors should not rely upon or anticipate such waivers in submitting their Proposal.



VI. SOFTWARE FUNCTIONALITY CHECKLIST INSTRUCTIONS Response Instructions The application software requirements have been provided to you in Microsoft Excel format. Please respond to the requirements and include in the appropriate section of your proposal. Instructions for each column are provided below. Priority Column The Priority Column represents the importance of each feature using the scale below. Priorities will be used to weigh the responses of vendor capability. 3 - Mandatory feature/application 2 - Highly desirable feature/application 1 - Desirable feature/application Vendor Response Column Using the Vendor Response Column, enter your numerical response to the requirement using one of the possible vendor responses in the table below. This is the only column in which you may enter responses. No changes should be made to any other column.

Possible Vendor Responses

Represents Explanation

3 Base Package Off-the-shelf application satisfies the requirement 2 Future Release Requirement will be satisfied by a scheduled new

release of the product within 12 months 1 Custom

Programming Requirement is satisfied only by changing source programs, which requires an additional cost

0 Not Supported Requirement is beyond the scope of the application’s capabilities and it will not be modified

Comments to Responses If you wish to add comments to clarify your responses further, provide them in the far right column marked “Comments.” Weight Column This column is set up to calculate the vendor capability based on the priority and vendor response. This column will be automatically totaled at the bottom of each application section for a total quantitative vendor response. No changes, additions, or deletions should be made in this column by the vendor.

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General SpecificationsNo. Requirement Description

PriorityVendor

ResponseWeight

(1-3) CommentsGeneral

1 Offers intuitive user interface with features such as drop-down lists, pop-up windows, check boxes, and radio buttons.

1 0

2 The software is currently in use at other agencies in a similar environment. 1 03 All client workstations are automatically updated during installation without the need

to install software on individual workstations.1 0

4 Menu-driven software is arranged in a logical sequence with easy-to-understand directions and prompts. Authorized users can bypass menus and gain direct access to any program.

1 0

5 Offers the ability to create custom menus for individual users and add client-specific options.

1 0

6 Allows users to set up "favorites" for direct access to application functions. 1 07 Applications avoid duplicate data entry. Data is entered once and replicated or

accessed, when needed.1 0

8 Provides ability to store, access, and retrieve multiple years of historical data. 1 09 Operates in a multi-user environment with features ensuring data integrity. 1 0

10 Purges data based on user-defined criteria with appropriate controls. 1 0

11 Provides flexible search criteria based on partial name, description, or other search fields and filtering capabilities that limit the items in the selection list to those that match the specified criteria.

1 0

12 Offers the ability either to scroll or page through records or to call up a single record.

1 0

13 Provides ability to "drill down" from a summary level to the detail transactions that created it.

1 0

14 Allows users to adjust commonly altered variables, such as codes, tables, and report parameters, without the services of a professional programmer.

1 0

15 System tables contain edit and validation rules to control data integrity. 1 0

16 Offers ability to download or access application data through desktop productivity tools, such as spreadsheets, word processors, or report writers.

1 0

17 Offers the capability to enter free-form notes. 1 018 Provides for concurrent use of Windows Office applications: Word, Excel,

PowerPoint, and Outlook.1 0

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PriorityVendor

ResponseWeight

(1-3) CommentsGeneral Technical

19 Supports Windows 2000, XP and Windows 7 for client workstations. Supports Windows server 2003 R2 Standard and Windows 2008 Standard R2 64 bit.

1 0

20 Uses an industry recognized relational database management system. 1 0

21 Provides for audit capability and for recovery in the event of a system failure. 1 022 Allows for backing up master files without bringing down the online applications. 1 0

Security23 Offers security permissions that enable users to view data without being allowed to

add, delete, or modify it.1 0

24 Security permissions can be applied to groups of users in addition to individual users.

1 0

25 Security can be assigned to the menu option level. 1 026 Requires users to log onto the system once. 1 027 System can restrict access to system features and restrict specific transaction

processing to designated, authorized personnel, by user and by function.1 0

28 Automatically signs off a user after a pre-determined time of inactivity. 1 0General Reporting

29 Users can electronically file reports for subsequent access. 1 030 Printed output can be queued to any of the system or network printers. 1 031 Users can view or print reports, as an option. 1 032 All reports contain organization name, report title, column heading descriptions,

processing date, sequentially numbered pages, and totals, as appropriate.1 0

Report Writer33 Vendor offers an ad hoc report writer for flexible reporting. 1 034 Vendor offers a web reporting module, delivering reports over the web for

organization-wide access.1 0

35 Reports can be saved for re-use. 1 036 Users can establish specific report security levels. 1 0

Users have the ability to determine: 37 * Which fields display in the query 1 038 * Selection or filtering criteria 1 039 * Sort sequence 1 0

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PriorityVendor

ResponseWeight


40 * Totals and subtotals 1 041 Offers basic arithmetic commands (add, subtract, multiply, divide, minmum,

maxmum and adverage) that allow manipulating numbers and dates.1 0

42 Offers ability to direct report data output to file for loading into PC applications. 1 043 Reports can be saved in a variety of formats, including HTML, .pdf, .xls, or text. 1 0

44 Reports can be viewed prior to printing. 1 0Documentation

45 Vendor provides HTML-based online help viewable through a browser. 1 046 Documentation includes index, search, and table of contents. 1 047 Documentation can be printed. 1 048 Documentation includes step-by-step instructions on how to perform job tasks. 1 049 Documentation is provided at no additional charge with each new release, providing

a list of all new features.1 0

50 Vendor provides application training manuals. 1 0Support

51 Vendor provides customer support 24 hours/day, 7 days/week, via toll free support line.

1 0

52 Vendor provides web-based support for diagnosis and resolution of software problems.

1 0

53 Vendor provides average response time for software support of 2 hours or less. 1 0

54 Vendor has an active national users' group where software enhancements can be suggested and problems addressed and corrected.

1 0

55 Vendor has regional users' groups. 1 056 Users receive periodic software releases and enhancements at no additional cost

with paid maintenance fee.1 0

57 Vendor provides an electronic customer newsletter. 1 0Vendor provides web site that enables customers to:

58 * Submit support logs and view status 1 059 * View frequently asked questions. 1 060 * Request available product upgrades. 1 061 * Download product documentation. 1 062 * Register for continuing education classes. 1 0

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PriorityVendor

ResponseWeight


63 * Share ad hoc reports with other users. 1 064 * Suggest and vote on enhancement requests. 1 065 * View programming support coding changes for various products. 1 0

Training66 Training takes place at the customer site. 1 067 System administration training, as well as user training, employs a train-the-trainer

approach.1 0

68 Vendor offers web conference training over the Internet for continuing education. 1 0

Integration/Interfaces69 Software modules are seamlessly integrated. 1 070 Integrates with a word processing application to generate documents, such as

production, compliancy and raw material tracking reports.1 0

71 Interfaces with mapping products that support ESRI formats, including Shape files, Arc Coverage's, Arc SDE layers, and Digital Aerial Photography.

1 0

72 Supports integration with imaging solutions. 1 0

73 Compatablity with current market leading CMMS (Computerized Mainteance Managment Software) applications

1 0

Total 0

Maximum possible 219