HomeMy WebLinkAboutAgreementL--,-.. --",.-_,,6E DudeS) Solutione
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PREPARED FOR
Kittitas County
PattiJohnson
Facilities & Solid Waste Director
205 W. 5Th Avenue
Kittitas, WA 9892 6-2890
PREPARED BY
Dude Solutions, lnc.
PUBLISHED ON
November 05, 2020
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Pricing is based on...
Asset Essentials Capital Forecast
Asset Essentials Professional
- Facilities/Physical Plant Module
- Fleet Module
Dude Analytics
Asset Essentials lnventory
Subscription Term: 13 months
6 months included at no additional cost
Q-20s68s
Subtotal: $9,885.33
Subtotal: $45,374.16
$55,259.49 USD
Virtual Consulting Service for 4.0 days
Facility Condition Assessmentfor 261344.0 Square Feet
PM Schedule Creation for 261344.0 Square Feet
Equipment Barcode Tagging
Correctional FacilityAdder for 12276.0 Square Feet
Total lnitial lnvestment
Pricing for the First Renewal Term ls $16,947.00.
Pricing reflects 220/o annual discount through KCDA contract #AEPA 020-D
Solutions - Subscription
I mplementation & Services
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Legendary Support Team
Your subscription entitles you to world class support from the Legendary Support Team. From 8 am - 6 pm
EST, we're standing by ready to assist with any feature/functionallty questions. We promise a live person will
answer your call within 3 rings and quickly direct you to a knowledge Advisor. We're committed to responding
to all emails sent to support@dudesolutiqns.com (mailto:support@dudesolutlons.com). within one hour. lf you
prefer to keep a support dialogue open at your work station, our Advisors are also available via Chat. The
Legendary SupportTeam is dedicated to your success. Our mission is to effectively communicate, efficiently
resolve problems, and delight clients with every interaction.
Client Success Team
You have partnered with Dude Solutions because you believe we will deliver overwhelming value to you and
your organization. Our Client Success team is dedicated to ensuring you meet the outcomes you and your
organization expect by implementing our solutions. You will have the opportunity to work with a member of
our Client Success team on an ongoing basis. Your Client Success Representative will be strategic in their efforts
to drive results, keeping your success as their primary goal.
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Virtual Consulting Services - Statement of Work
Purpose
Dude Solutions' (DSl) virtual consulting service is designed to provide our clients with focused guidance by
experienced consultants to ensure an effective and efficient deliverables to aid their utilization and achieve a
faster ROl. This may include meeting with key stakeholders to ensure the set-up and configuration of the
system will meet the client's current and future needs; workflows meet the needs of the business; available
data is cleaned, aligned and imported; and end users are trained and ready for go-live.
Value
By partnering with Dude Solutions, you are provided expert guidance in the best practice configuration and
usage of your Dude Solutions applications. You will experience faster time to value. Focused virtual consulting
services allow a client to focus on their day to day operations and let us take on the burden of one-time tasks
related to data, configuration and training. Our team will bring their thousands of hours of expertise to the
table, helping ensure a smooth transition to their new Dude Solutions applicatiorr or adoption of new
functionality.
Deliverables
The following list is of categories of outcomes that can be achieved through. The specific deliverables included
in your service will be documented and presented to you by your Project Coordinator. lf additional services are
requested, a new Consulting Services SOW may be required. Virtual services are delivered in a minimum of 2
hour increments, or until the desired outcome is reached.
Discovery
Virtual lnterviews and requirements gathering of current process arrd deslred outcomes. Virtual sessions
to review desired outcomes and change management process around configured data, categorizations,
end-user provided values and reporting needs.
Data Loading and Acco.unt Configuration:
Data Loading of Pick List values or primary record data (e.g. work orders, events, PM schedules) in your
applications. Reviewing, removing duplicates, making recommendations for best alignment of data
categories and aligning with DSI Import templates for inclusion in your solution.
User Training:
Administrator and/or Role based user training to include functions associated to specific role
permissions. lncluding maintaining current data in your account, basic or advanced workflow function
and non-administrators' recurring activity regarding creation and processing of records.
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** Service outcomes may be dependent on the version of the solution the client owrrs. Verify that your desired
outcomes can be achieved with your current application subscription.
Evaluation
At the conclusion of the service,the consultant will forward notes to your project coordinator capturing what
was accomplished and any recommended next steps. The project coordinator will schedule a follow-up call
within 2 weeks of the service. Ongoing cornmunication until the project is complete will be through your
Basecamp project if the service is incorporated into a larger implementation prolect, orvia email.
Client Assumptions
' Data slrould be provided in an Excel or CSVformat in one sheet orworkbookwith unique records in
each row. Multi-tab spreadsheets or multiple rows of data per record wlll not importsuccessfullyand
will require additional services. DSI cannot access or extract data from other systems or locations.
' Not all data from a legacy system or database wjll have a one for one rnatch in your DSI solutions. We
will work with the client to determine the best approach to capture and map this data.
' Client is responsible for providing login informatjon ahead of time to users, as well as provide devices
where the mobile app(if applicable) or web browser" is downloaded and up to date.
. Client is responsible for troubleshooting any issues related to their lT infrastructure including network
and device malragement.
' The client will schedule time for the appropriate resources to be available to the consultar.rt for the
duration of any confinned virtual meeting(s). The success of this process is dependent on the
attendance and responsiveness of the key stakeholders.
' CIient will verify with their DSI Project Coordinator that they have tlre correct versions of applications to
allow for requested changes to their data or account configuration.
' The client will also provide a dedicated room or area with adequate technology for successful virtual
training, including but not limited to monitor/projector, computers/tablets and wireless internet access.
' Client acknowledges rescheduling or cancelling services within 2 weeks of the confirmed date will
require rescheduling based on current availability which may result in delays to the larger
implementation project.
Facility Condition Assessment Scope of Work
Purpose
Dude Solutions'(DSl) facility condition assessment (FCA) is a visual assessment evaluating tlre facility systems
based on the following Standard Scope of Work (SOW). This FCA service wjll collect data on major facility assets,
as well as provide narratives that summarize assessment observations and comments. An inventory
of Equipment ltems as well as a forecast model of upcoming System/Sub-system replacements will be imported
into DSI's work & asset management and capital forecasting solutions respectively.
t-r
Value
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By partnering with Dude Solutions you not only gain the engineering expertise of DSI's Service Providers; you
also are provided with assurance thatthe data collected as a result of the facilitycondition assessment is
properly integrated into your Dude Solutions software applications. Dude Solutions has successfully completed
more than 800 projects ranging from Facility Condition Assessments, Asset lnventory Collection (including
barcoding) and preventive maintenance schedule creation. Our methodology provides you with confidence to
make better data, decision-making on both short-term and long-term capital investment needs of your
organization.
Deliverables
All FCA's will include a deliverable contalning the following items
Narrative report with descriptions of major systems and corresponding conditions
Primary digital photos of key components and deficiencies are included in the narrative
2}-year capital Reserve table with System/Sub-System replacement costs and dates
lmport of Systems-level detail into client's DSI capital forecasting solution
lmport major Equipment ltems into client's Dude Solutions work & asset management solution
Methodology and Approach
A Certified Dude Solutions Service Provider (DSl Service Provider) will collect, document, and analyze
the facilities assessment data to achieve the following:
At the start of each building or facility assessment we will interview client's staff to understand what
improvements have been made in the last three years, what improvements are planned in the next
three years and known problems that may exist.
lnventory all major building equipment including quantity, size, asset tag number, manufacturer, model
and serial number.
ldentify deficient conditions in terms of deferred maintenance and building condition.
Provide a reasonable cost analysis for the above-mentioned efforts.
For single building projects, provide a report for the property that details the assessment data.
For multi-building projects, data will be collected from every building in the portfolio. The narrative
report will include an executive role up for all sites included with the service.
The field data collection will be performed at an individual and system level as described below:
1. Detailed data collection of individual equipment items will be captured to build an equipment inventory
which will be imported into DSI's work & asset management solution as defined in the Asset lnventory
and System/Component table below,
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2. A condition assessment of major building systems, including HVAC, Electrical, Plumbing, Roofing, Site
Paving, Vertical Transportation, Structural and Building Envelope to be imporfed into DSI's capital
forecasting solution as defined in the Asset lnventory and System/Component table below.
1. HVACequipmentitemsonlywill alsobetrackedinthecapital forecastasspecificSub-Systems. For
these items, Make/Model/Serial Number will be captured and tracked in the Equipment lnventory, and
the item will also be included as a Sub-System in the capital forecast.
2. All other major Systems will be collected at the Systems Level in DSI's capital forecasting solution as
a general Sub-Systems
Asset lnventory and Systems/Component Table
The following table defines the standard SOW that will be followed to capture the equipment data used to build
the Equipment lnventory, which will be imported into the Work & Asset Management Solution as well as
the System-Sub-System data used to build the Capital Reserve Table that will be imported into the
Capital Forecasting Solution.
Table Column Header Descriptions
lndividual or System Level Capture
lndividual = ltem will be collected indivldually
System = ltem will be grouped by system or sub-system, location will correspond to the associated
building structure
Item Represented in Capital Forecast? Y/N
No = Cost information related to individually captured items will be provided at a system or sub-system
level only in Capital Forecast
lncluded in Equipment lnventory? Y/N
No = ltem will not be setup in the work & asset management solution
*ltems captured as a system will be setup as a single equipment inventory item so that work can be
tracked against it.
lndividual
or System
Level
Capture
Item Represented
in Capital Forecast?
(Y/N)
lncluded in
Equipment
lnventory? (Y/
N)
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Comments
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Make/Model/Serial number will be
captured when available
Exterior Doors Only
Must be Permanently lnstalled, does
not include mobile units
Primary panel bringing utility into
building only
Primary Service to Building (Must be
Client Owned)
lndividual
lndividual
lndividual
lndividual
lndividual
lndividual
Transformers lndividual
Breakers, switches
or starters
lndividuallight
fixtures (emergency, Not lncluded in Service
exterior, etc.)
Motors Not lncluded in Service
Portable
Generators Not lncluded in Service
Secondary Electrical
Panels
Not lncluded in Service
VFDs Not lncluded in Service
Exterior Systems
Exterior Doors
Exterior Walls
(Finish)
Exterior Windows
Rooflng
Electrical
Automatic Transfer
Switch
Electric Door
Systems
Emergency
Generators
Main Distribution
Panels
Motor Control
Centers
Switchgear
System Level
System Level
System Level
System Level
Yes
Yes
Yes
Yes
No
No
No
No
No
No
No
No
No
No
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Not lncluded in Service
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Lighted Exit Signs System Level
Equipment
Commercial
Laundry(washers, lndividual
dryers)
Emergency Back-
Up Lights
Commercial Trash
Compactors
System Level Yes
Yes
lndividual No
Not lncluded in Service
Individual No
lndividual
lndividual
lndividual
Not lncluded in Service
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Cost model based upon building SQ
FT cost
Client-Owned, Permanently-
installed facility infrastructure units
only
Residential Washer/Dryers,
Refrigerators, Microwaves and
Ranges Not lncluded
Commercial Type Ga.rage Openers
Only (Excludes Residential single
care garage doors)
Main Fire Pump and Jockey Pumps
greaterthan 1 HP
lncluded in Alarm System SF Cost
lncluded in Alarm System SF Cost
Barcode applied to Main Fire Panel
Residential Type
Appliances, Shop
Tools and
Equipment
Exterior Enclosure
Garage Door &
Garage Door
Opener
Fire Protection
Eyewash / Safety
Showers
Fire Pump
Main Fire Panel
Fire valves,
hydrants
Smoke detectors,
horn strobes
AEDs
Fire Alarm System
Fire Extinguishers
Yes
Yes Permanently lnstalled ltemsNo
No
No
Yes
Not lncluded in Service
System Level
System Level
System Level
Yes
Yes
Yes
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Kitchen-Style Su ppression System
Rooftop Only
Non-Residential
Make/Model/Serial number will be
captured for both interior and
exterior when accessible; otherwise
it will be captured as one single cost
and item
lncludes Rooftop and Ground
i.' '
Specialty Fire
Suppression
System
Sprinkler System
HVAC
Air Handling Units
Boilers
Building Automation
.System
Chilled Water
pumps
Chillers
Cooling Tower
pumps
Cooling Towers
Deaerators
Energy Recovery
Units
Exhaust Fans
Exhaust hoods
Furnaces
System Level
System Level
lndividual
lndividual
lndlvidual
lndividual
lndividual
lndividual
lndividual
lndividual
lndividual
lndividual
lndividual
lndividual
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
lncludes Rooftop and Ground
Heat Pumps lndividual Yes
Yes
Yes
Yes
Hot Water pumps
Make Up Air Units
Package AC Units
lndividual
lndividual
lndividual
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Split Systems lndividual
Unit Heaters lndividual
Fan Coil Units* lndividual
Unit Ventilators* lndividual
VAV Boxes*lndividual
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Ductless Split Systems will be
captured as one single item. The
barcode will be located on the
exterior unit
lncluded in the service and
quantified based on client supplied
data and/or drawings only. *No
visual capture.
lncluded in the service and
quantified based on client supplied
data and/or drawings only. *No
visual capture.
lncluded in the service and
quantified based on client supplied
data and/or drawings only. *No
visual capture.
Commercial-Style, non-residential
Will not receive a barcode if
barcoding services is included
Yes
Window Units
Radiators
Thermostatic
Controls
lnterior Systems
lnterior Ceiling
lnterior Doors
lnterior Floor
lnterior Walls
Kitchen
Dishwashers
Not lncluded in Service
Not lncluded in Service
Not lncluded in Service
System Level
System Level
System Level
System Level
Yes
Yes
Yes
Yes
No
No
No
No
No
No
No
Yes
Yes
Yes
lndividual
Freezer (Walk ln,
Reach ln)lndividual
Grease Traps lndividual
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lndividual No
lndividual No
lndividual No
lndividual
Not lncluded in Service
Not lncluded in Service
Not lncluded in Service
lndividual No
lndividual No
lndividual No
lndividual No
lndividual No
System Level
Not lncluded in Service
Not lncluded .in Service
Not lncluded in Service
System Level Yes
Yes
$sftwa re ir:n $ms n"l;cr *pera'ei* ns
Yes Valued above $2,000
Yes
Yes Commercial-Style, non-residential
Yes Valued above $2,000
Yes
80 Gallons and Above. Does not
include lnstant Hot Water Heaters
Yes 1 HP and above
Yes
lncludes Domestic and Fire
Suppression
Yes
No
Large Kitchen
rEquipment
Oven, Stoves
Refrigerator (Walk
ln, Reach ln)
Broilers, Grills,
Fryers
counter Top
Appliances
Cutlery
Tables, Racks
Plumbing
Domestic Hot Water
Heaters
Domestic Water
Booster Pumps
Hot Water Storage
Tank
Main Backflow
Preventer
Sump Pumps
Fixtures
Filters
Strainers
'Valves
Site
lmprovements
Drainage Systems
Parking, Paving,
Sidewalks
No
Yes
Yes
No
No
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System Level
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Utilities
Vertical
Transportation
Dumb Waiter
Elevators
Escalators
lndividual
lndividual
lndividual
System Level Yes
No Yes
Yes
Yes
Work & Asset Management Data
Population (Y/N)
Under the floor, behind the wall
related items - electrical
distribution,
No Domestic water/sewer &
HVAC Ductwork. Cost
per sq. ft. estimation for
replacementi rehab.
Capital Forecast Data Population (Y/
N)
General Sub-
System
Specific Sub-System
Corresponding
Equipment ltem
Number will replace
Sub-System lD
N*
Corresponding
Equipment ltem
Number will replace
No
No
For the Equipment ltems and Systems/Sub-Systems listed in the Asset lnventory and Systems/Component
Table above, the following attributes will be captured as follows depending on whether the item is included in
the Equipment lnventory and/or as a General or Specific System Component of the Capital Forecast:
Field Name
Equipment ltem Number
Equipment ltems
N
N
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System-Component lD
11000 Regency Pkwy #TA I Cary, NC 27518
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lndividual Equipment
Record
Site/Location/Building
Name
Description
System/Sub-System
Classification/Type
'Unit of Measure
Quantity
Unit Cost
Manu/Model/Serial
Numbers
Tag
(if available)
Date ln Service
(if available)
Condition
Estimated Replacement
Cost
Estimated Next
Replacement Date
Life Cycle
lncluded in 20-year Capital
Forecast?
Evaluation
At the conclusion of the assessment(s), the DSI Service
Provider will prepare reports as described above that include:
NN
N
N
N
N
Nt
N
N N
N
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A general description of the property and improvements and
comment generally on observed conditions.
Comments for components that are exhibiting deferred maintenance issues and provide estimates for
"immediate" and "capital repair" costs based on observed conditions, available maintenance history and
industry-standard useful life estimates. lf applicable, this analysis will irrclr.rde the review of any available
documents pertaining to capital improvements completed within the last three years, or currently under
contract. The DSI Service Provider shall also inquire about available maintenance records and
procedures and interview current available on-site maintenance staff.
A schedule for recommended replacement or repairs (schedule of priorities).
Address critical repairs separately from repairs anticipated over the term of the analysis.
A FCI index number for each building.
A twenty year capital plan with an Executive Summary with graphic presentation of results to provide a quick, "user-
friendly" summary of the property's observed condition and estimatecl costs assigned by category.
Cost Estimating
Each single building report will include an estimated cost for each System/Sub-Systern repair or replacement
anticipated during the evaluation term. The capital needs analysis will be presented as an Excel-based cost
table that includes a summary of the description of eaclr component, the age and estimated remaining useful
life, the anticipated year of repair or replacement, quantity, unit cost and total cost for the repair of each line
item. A consolidated Capital Needs Analysis will be presented that includes all anticipated capital needs for all
build ings.
ln addition to the detailed description of the deficiencies, we will provide cost estimates for the deflciencies
noted. The cost estimate for capitial deficiencies will be based on the estimate for maintenance and repair.
Project management costs, construction fees, and design fees will be derived using actual costs from previous
projects, if available.
DSI Service Providers use the ASTM Uniformat ll system for categorization and a proprietary blend of national
prevailing industry-standard cost models for cost estimating. DSI also maintains and updates our cost
estimating system with information receivecl from the field. Through our construction monitoring work,
we have current cost data from hundreds of in-progress construction and rehabilitation projects. This allows us
to project costs based on local conditions and to maintain a cost database that in most cases is nnore current
than published models.
Assumptions
Average building square footage is greater than 10,000 sq. feet. lf average square footage
of all buildings to be included to receive the service is less than 10,000 sq. feet, custom pricing is
needed.
All buildings are located within one primary geographic zonelregion (Exarnple - School District, Higher
Education, Main Campus, and Town). lf multiple or scattered locations across the state are to receive
tlre service a custom quote must be obtained. (Example - Multiple Higher Education Satellite Campuses
locatlons, State Department Agencies)
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Residence Halls - A sampling would be based upon visits to approx. 2Oo/o of the rooms. When calculating
theprojectedreplacementcostofthein-residenceitems,theseitemswill betreatedasasystenr. Acost
baseduponthesamplingwill begeneratedforthesystem. lndividual in-roomcollectionofassetswould
not be provided, if desired a custom quote would be needed.
Reconciliation of existing equipment in DSI work & asset managernent solutions and updating of
historical records will not be performed. lf reconciliation is required this is subject to additional costs
depending upon the amount of changes requested.
Capture of Data plate information is subject to readily accessible, legible information plate.
DSI team members make final determination of whether areas housing assets are safely accessible for
daLa collection.
DSI team members will not move assets or interfere with asset functionality to collect nameplate
lnformation.
All Data on SOW is captured at the asset level - subcomponents of assets listed on the SOW will not be
captu red.
Equipment not in service or identified as "Run-to-Fail" are excluded from data gathering service unless
inventory is required for compliance purposes.
Client Responsibility
1. Clientwill providetheneededinput,resources,anddocumentationtosupportthetasksoftheservice
and associated timelines for delivery of the service.
2. Any data to be migrated from client drawings or spreadsheets has to be provided to the DSl Service
Provider witlrirr 15 business days of completion of onsite activity.
3. Client will review and provide any feedback related to data sent to them for review by DSI Service
Provider or DSI within 15 business days or unless otherwise determined.
4. lf Data is not reviewed within the 15 business day time period DSl will assume that the Data provided by
the DSI Service Provider is approved arrd will load into the client's software.
5. Client will be responsible for scheduling and coordinating all meetings and interviews involving other
teams, departments, management teams or other necessary resources required for the success of this
project.
6. Client will provide adequate access to workirrg facilities (i.e., access badge, parking pass), if specific
authorization orclearance is required clientwill notify DSI and/or DSI Service Provider in advance of
onsite.
7. Clientwill ensurethattheDSl ServiceProvlderisgrantedaccessibilitytothefacilitiesand/orsystems
required to conduct the necessary work defined in this SOW. lf DSI Service Provider is not granted
access to all areas, this could result in missed information gathering and/or delays in
implementation timelines. For Flat Roofs, this means providing the DSI Service Providers with access to
a ladder so that they are able to conduct a visual assessment.
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11000 Regency Pkwy #11O t Cary, NC 27518
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Client will ensure that the DSI Service Provider is granted accessibility to DSI Software, for Clients with
Connect Authenticate/Single Sign On this may require your Technology Team to setup the DSI Service
Provider in your organizations ldentity Provider service.
Client will provide a knowledgeable escort for work defined in this SOW and access to personnel as
necessa ry.
Reconciliation of exlsting equipment in DSI work & asset management solutions and cleanup of
historical records and/or data within the software is sub.lect to add:tional costs depending upon the
amount of changes requested,
DSI is not responsible for reconcillation of portable or moveable assets after onsite collection is
performed.
Addition of Equipment Barcode Tagging services must be purchased prior to onslte activity by the DSI
Service Provider and is not included in the Standard FCA SOW,
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Milestone Billing - Invoice Schedule
lnvoicing for the Facility Condition Assessment service will be provided as delivery milestones are completed for
projects equal or greater than 154,000 square feet. Below is the schedule for the billing milestones and the.
related percentage.
Facility Condition
Assessment
Milestones
Description Percentage
Mobilization
On-Site Field Data
Capture
Project acquisition template set up, Vendor kickoff call with client, Travel
arrangement costs; other miscellaneous pre-visit preparation
Project launch meeting with client first day of onsite, acquisition of data to
Scope of Work at all locations included in project, and closing meeting at
end of onsite activity to confirm completion and review next step actions.
150/o
350/o
350/o
1 C.O/^
Data Management Data activity, including quality assurance and control that occurs after field
work is completed to produce the data file.
Report
*lf project is greater than 1.5M Square feet additional milestones will be leveraged
Facility Condition Assessment Scope of Work - Correctional Facility Adder
Creation and delivery of final narrative reports (FCA), and data files (FCA/
Data Gathering) to client.
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Dude Solutions' (DSl) facility condition assessment (FCA) is a visual assessment evaluating the facility systems
based upon DSI's Standard Scope of Work (SOW), The inclusion of correctional facility building structures will
follow the standard scope of work unless otherwise determined. This FCA service will collect data on ma;or
facility assets, as well as provide narratives that summarize assessment observations and comments. An
inventory of Equipment ltems as well as a forecast model of upcoming System/Sub-System replacements will
be imported into DSI's work & asset management and capital forecasting solutions respectively.
Equipment I nventory Ba rcoding Service
Purpose
The Equipment lnventory Barcoding Service works with your Dude Solutions Work & Asset Management
solution in conjunction with an "Equipment lnventory" (Data Gathering) or a Facility Condition
Assessment (FCA) service offeri ng.
Value
Barcoding identifies equipment by assigning a unique number to that equipment item which will then serve as
an identifier in your Dude Solutions Work & Asset Management system database allowing for easier
identification and tracking of the item. The barcoding of equipment inventory occurs during the onsite
equipment data gathering/collection process.
Deliverables by Dude Solutions to the Client include the following:
Commercially produced weather resistant barcodes will be applied to the major pieces of equipment
covered in the scope of work provided in the Data Gathering or Facility Condition Assessment services.
Barcode numbers will be available for use at the time equipment inventory data is imported into your
Dude Solutions Work & Asset Management solution.
The Dude Solutions Service Provider will make an effort to apply barcodes in a convenient location so the
facility's maintenance staff can easily identify them. Based upon our professional expertise, we recommend
the following -
Application of the barcode shall be placed next to the Data Plate of an Asset. Placing barcodes in this
location ensures that the barcode can be easily identified and associated to the asset in a CMMS
software.
lf data plate is not present, or is inaccessible, the barcode will be placed in an accessible area that is
easily seen by maintenance technicians, does not detract from the appearance of the equipment, isn't in
danger of being tampered with, or will be otherwise destroyed through normal use and cleaning of the
asset.
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Assumptions
' Purchase of service is made priorto onsite activity. lf onsite activity has been completed, custom pricing
would be required as a revisit would be needed for the placement of the barcodes.
. For Asset Essentials Clients, determination of 1 D (Standard) vs 2D (QR Codes) is required prior to onsite
activity. URLcreationalongwithQRcodepurchaseandencodingisneededpriortoonsiteactivity. lf
determination is not provided prior to onsite activity, 1D (Standard) barcodes will be used.
lnvoice Schedule
lnvoicing for the Barcoding Service will be provided upon completion of onsite activity at 1000/o
Preventive Maintenance Schedule Creation
Purpose
Preventive Maintenance (PM) Schedule creation is a service offering provided in conjunction with an
"Equipment lnventory" (Data Gatherlng) service or Facility Condition Assessment (FCA). Plvl Schedules will be
generated off the equipment inventorycollected bythe DSI Service Provider duringeitherthe Data Gathering
orFCAservice. Theintentofthisserviceistoidentifyneededproceduresandinspectionsrequiredtomaintain
facllities systems in safe, reliable and efficient condition.
Value
By leveraging DSI's PM Schedule Creation service, DSI clients are able to leverage and incorporate regular
preventive maintenance best practices of their equipment..By performing regular or routine maintenance best
practices; you ensure that your equipment is operating under safe and optimal conditions thus preventing the
potential for downtime and shorter life expectancy.
Deliverables
All Preventive Maintenance Schedule Creation services include the following deliverables:
' Creation of PM Schedules for populating your Dude Solutions Work & Asset Management solution
. Data population within DSlSoftware. No reportwill be provided.
Methodology and Approach
DSI Service Providers leverage multiple libraries of PM standards to create PM schedules. These standards are
based upon prevailing national codes and standards such as ASTlVl, ASHRAE, NFPA and BOMA. Procedures
related to performing the tasks within the schedule will include:
Safety Points
Tools Required
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Estimated Time to Complete Maintenance
Step-by-step procedure to complete maintenance work order
Prior to the import or population within the DSI Software, the DSI Service Provider will
Review of PM Task Check-off Lists with Client
Setup baseline PM schedules for the equipment inventory collected
Work with the CIient to determine PM Schedule assignment. Assignment includes setting up the
appropriate Technician or contractor who will be performing the related PM tasks into the master
import template to ensure that the routing of work flows accordingly in the Work & Asset Management
Solution. Assignment will be made at the location or craft level. Anything above and beyond this level of
assignment will be managed and maintained by the client within the software or require a custonl scope
ofworkfortheDSl ServiceProvidertodeliver. Forassignmenttooccur,theclientmusthavethe
Technician or contractor created in the software prior to onsite activity.
Work with the Clientto determine the start date, frequency and load balancing based upon client
staffing. lf start dates cannot be determined or agreed upon within a timely manner, the PM Schedules
will be loaded into the Client's Work & Asset Management solution as "lnactive".
Assumptions
Client will provide feedback/review of PM Schedules within 15 business days of delivery from the DSI
ServiceProvider. lffeedback/reviewofPMSchedulesexceeds30businessdays,DSl will providea
Deliveriable Acceptance Form to the client to complete review within 30 days. lf feedback is not
provided during this time period, DSI will assume delivery of the service and import the PM schedules as
"inactive" in the system. DSI will provide training on how updates can be made within the software or
perform mass updates if needed for a fee.
Once PM Schedules are imported into the DSI Work and Asset Management applications, any updates
and/or alterations of those schedules need to be communicated to DSI within 30 days. DSl,will only
make updates related to the below items:
Discontinuation of PM Schedules created with the service
Alteration of frequency on existing schedules created with the service
Alteration of start dates for the schedules created with the service
Otherwise, any revisions beyond this 30 day period will be the responsibility of the client to perform within the
software or DSI to perform at an additional fee.
' Reconciliation of existing PM Schedules in the client's account is subject to additional costs depending
upon the number of active PM's and is not a part of the standard SOW.
lnvoice Schedule
lnvoicing for the PM Schedule Creation Service will be provided upon receipt of PM Schedule drafts at 1000/o
Special Terms for Asset Essentials:
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Asset Essentials pricing is based on a maximum storage limit of 20GB of data. Data storage that exceeds 20GB
may subject to an additional fee of $500 per year per additional 20GB of storage
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Proposal terms
Proposal has been prepared for Kittitas County ("Subscriber")
Proposal expires in sixty (60) days
lnitial Term: 13 months
Order Form terms
This Order Form and its Services are governed bythe terms of the Dude Solutions, lnc. Subscription'
Agreement found at https://www.dudesolutions.com/terms (https://www.dudesolutions.com/terms)
("Terms"), unless Subscriber has a separate written agreement executed by Dude Solutions, lnc. ("DSl")
for the Services, in which case the separate written agreement will govern. Acceptance is expressly
limited to these Terms. Any additional or different terms proposed by Subscriber (including, without
limitation, any terms contained in any Subscriber purchase order) are objected to and rejected and will
be deemed a material alteration hereof.
Acceplance of this Order Form on behalf of a company or legal entity represents that you have authority
to bind such entity and its affiliates to the order, terms and conditions herein. lf you do not have such
authority, or you do not agree with the Terms set forth hereln, you must not accept this Order Form and
may not use the Service.
The Effective Date of the Agreement between Subscriber and DSI is the date Subscriber accepts this
Order Form.
Professional Services terms
Professional Services are scheduled Monday - Friday; each day may not exceed eight (8) hours in length.
lf a Professional Service(s) is(are) rescheduled or cancelled by Subscriber less than two (2) weeks prior to
the scheduled delivery date, Subscriber is responsible for any actual fees incurred
Professional Services will be scheduled upon written acceptance of this Order Form.
DSI requires slx (6) weeks advance notice from the acceptance of this Order Form to schedule
Professional Services delivery dates for travel and living purposes.
Onsite Professional Services dates shall be delivered consecutively unless this Order Form includes the
additional travel and living fees to cover expenses related to multiple onsite visits. lf the Order Form
includes multiple onsite visits, Professional Services will be inVoiced upon the completion of each onsite
visit.
Unused Professional Services expire twelve (12j months from the date of purchase.
Additional information
DSI fees do not include any taxes, levies, duties, or similar government assessments for which
Subscriber may be responsible. Tax exemption certifications can be sent to
accountsreceiveable@dudesolutions.com (mailto:accountsreceiveable@dudesolutions.com).
Billing frequency other than annual is subject to additional processing fees.
Please reference Q-205685 on anyapplicable purchase order; address purchase orderto: Ducle
Solutions, 1 1000 Regency Parkway, Suite 400, Cary, NC 275'18
Dude Solutions, lnc. maintains the necessary liability coverage for its products and professional services.
Proof of insurance can be provided upon request.
I11000 Regency Pkwy #!A I Cary, NC 2751B
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Signature
Presented to:
lic{tware i*r St"rtarLer Sperations
Q-20s68s
November 05, 2020, 9:40:06 AM
Accepted by:
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Printed Name
ame
bilLu AlilfvnA,Yll
Title
Date
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