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HomeMy WebLinkAboutStaff Report 263-09TO: HONORABLE CITY COUNCIL \ FROM: CITY MANAGER DEPARTMENT: PUBLIC WORKS DATE: JUNE 1,2009 CMR:263:09 REPORT TYPE: CONSENT SUBJECT: APPROVAL OF A SOLE SOURCE SCHEDULE ORDER WITH ASSETWORKS, INC. IN THE AMOUNT OF $162,474 FOR THE ACQmSITION AND PURCHASE OF A FUEL TRANSACTION MANAGEMENT SYSTEM AND RELATED SOFTWARE INSTALLATION SERVICES RECOMMENDATION Staff recommends that Council approve and authorize the City Manager or his designee to execute a sole source purchase order with AssetWorks, Inc. (formerly Maximus, Inc.) in the amount of $162,474 for the purchase of a fuel transaction management system. DISCUSSION Vehicle Replacement Fund Capital Improvement Project VR-06801 authorizes the replacement of the City's existing fuel transaction management system. The system is used to record and archive vehicle and equipment fuel transactions at six City fuel sites: the Municipal Services Center (MSC); Fire Stations 1,2, and 4; the Palo Alto Landfill, and the Palo Alto Golf Course. In addition, the system facilitates the reconciliation of fuel inventories; collects vehicle and equipment utilization data, and secures the City's fuel inventories by restricting fuel access to authorized staff only. The current system, installed in 1999, is functionally and physically obsolete and does not allow Equipment Management to meet long-planned objectives of: fully automated fueling (requiring no user input); interface with the City's existing Veeder-Root fuel inventory and tank: monitor system; and full integration with the existing fleet management software application. In addition to its obsolescence, the system has become increasingly inaccurate and unreliable, and will no longer allow for an accurate accounting of the City's high- value fuel inventory. Since the City spends nearly one million dollars annually on fuel, it is imperative that staff is able to accurately account for fuel usage. The only way to do this is with a robust, reliable fuel management system that is based on current hardware and software. This sole source purchase order provides for installation of new fuel site hardware at the three highest volume fuel sites -the MSC, Fire Station·1 and the Palo Alto Landfill. Software licensing, staff training, and one year of technical support are also included. The remaining three sites (Fire Station 2, Fire Station 4, and the Golf Course) have much lower volumes and can continue to operate on the existing system while staff evaluates the performance of the new system at the three initial sites. The lower-volume sites will be upgraded at a later date. CMR:263:09 Page 1 of3 This is a sole-source purchase conducted in accordance with Section 2.30.900 of the Palo Alto Municipal Code (Standardization). The determination to standardize on the AssetWorks FuelFocus fuel management system was based on the following factors: • FuelFocus will allow full and seamless integration with our existing FleetFocus fleet management application. Unlike any competing system, FuelFocus will reside in the FleetFocus database, requiring no additional server hardware. Rather than a separate standalone system, it is an upgrade to the City's existing system. • Consolidation of vehicle and employee information within one database; eliminating the need for duplicate data entry. • The availability of real time vehicle utilization and fuel transaction data. Competing systems require the fleet management system to poll the fuel management system for updates. • Reduced requirements for operation and maintenance training; • Consolidation of support contracts. Purchasing a fuel management system from a competing vendor would require two individual service contracts, increasing ongoing costs. Other factors were considered as well, such as staffs previous experience with AssetWorks products. The City has successfully used various versions of the FleetFocus application since 1988. RESOURCE IMPACT Funding for this contract is available in the Capital Improvement Program project VR-06801, Fuel Transaction Management System Replacement. This purchase will not result in any direct cost savings; however, it will improve staff productivity and efficiency by decreasing the amount of staff time spent monitoring fuel inventories and uploading fuel transactions, increasing the accuracy of the fueling data, and increasing the accountability for fuel usage through more accurate inventory reconciliation. POLICY IMPLICATIONS The sole-source purchase of the AssetWorks FuelFocus application is being conducted in accordance with Section 2.30.900 of the Palo Alto Municipal Code (Standardization). ENVIRONMENTAL REVIEW This project is categorically exempt from CEQA under Sections 15302 and 15303 of the CEQA guidelines~ ATIACHMENTS Attachment A: Contract CMR:263:09 Page 2 of3 .~ PREPARED BY: DEPARTMENT HEAD: CITY MANAGER APPROVAL: CMR:263:09 KEITH LAHAIE Fleet Manager tLjgJ~ Page 3 of3 ATTACHMENT A AssetWQRKS FuelFocus Order Schedule Date: 05/19/2009 City of Palo Alto This Order Schedule Is issued pursuant to attached Agreements and the parties agree to be bound by the terms therein. AssetWorks, Inc. is a successor in Interest to MAXIMUS, Inc. effective October 1, 2008. The terms and conditions herein replace any terms with AssetWorks, Ino. and shall apply to the purchase desoribed below if this Order form is signed on or by June 15, 2009. Customer Contact Name Mr. Keith laHaie Fleet Manager The City of Palo Alto Equipment Maintenance 3201 East Bayshore Blvd Palo Alto, CA 94303 Phase I FuelFocus deployment- Items to be provided: Summarv Hardware Software Services Shipping Travel Maintenance Total Does not Include tax, assumes all sites are "FMSU ready PMTlme= I Number of Vehicle units---> $ $ $ $ $ $ $- VIB WAF J1708 Dual Input $ Can bus OaDIl Cables $ RFC VlB Fuel Inlet Antenna $ RVB Programmer (1) $ Training on RF vehicle unit Install $ $ Phase I MSC Fire 1 71,838.75 $ 43.918.75 $ 11.818.25 17,490.00 $ 11,205.00 $ 3.790.00 30,675.00 $ 19,650.00 $ 4,425.00 475.00 $ -190.00 $ 95.00 8,330.00 $ 3,330.00 $ 2,500.00 3,498.00 $ 2,241.00 $ 758.00 j32306.75 $ 80534.75 $ 23,384.25 45 hrs 75 I Vehicle RF Hardware! Per unit 12,177.00 $ 162.36 2,250.00 $ 30.00 ...,..-___ --.,,- 1.350.00 $ 18.00 $ 210 1.280.00 $ 1.280.00 2.696.00 19,753.0D Hours 16 Phase I with vehicle units= $ 152,059.75 Tax $ 10,413.63 Total $ 162,473.38 Refuse Tanker $ 16,103.75 $ 2,495.00 $ 6,600.00 $ 190.00 $ 2.500.00 $ 499.00 $ 28,387.75 AssetWorks Order Fonn Page 1 of15 james.schnepp@assetworks.com AssetWQRKS FuelFocus Order Schedule Invoicing Tax Is!!il On Fuel System Go-live Software $ 17,490.00 $ 1,617.83 $ 19,107.83 On Fuel System Go-live Maintenance $ 3,498.00 $ 323.S7 $ 3,821.S7 1st year On Delivery (SO%) Hardware $ 3S,919.38 $ 3,322.54 $ 39,241.92 On Fuel System Go-Live Hardware $ 3S,919.38 $ 3,322.54 $ 39,241.92 On Delivery (50%) Vehicle Units $ 9,876.50 $ 913.58 $ 10,790.08 On Fuel System Go-Live Vehicle Units $ 9,876.50 $ 913.58 $ 10,790.08 Billed monthly as incurred Services $ 30,675.00 $ $ 30,675.00 nottaKoble Billed on delivery Shipping $ 47S.00 $ $ 475.00 nottoKoble As Incurred Travel $ 8,330.00 $ $ 8,330.00 nottaKoble Total $152,059.75 $ 10,413.63 $ 162,473.38 Services are time and materials estimate (actuals will be Invoiced) Travel Is an estimate (acutals will be invoiced) InfoCenter Reporting requres 0 Web Server with MS IJS AssetWorks Order Form Page20f 15 james.schnepp@assetworks.com AssetWQRKS FuelFocus Order Schedule Vehicle Radio Frequency Units (to be installed by the City): Fuel ~CUSTM AssetWorks FuelFocus FMS System City of Palo Alto -RF Vehicle Units WAF Option valid through June 30, 2009 Discounted Discounted Part Description Quantity Price Extended VI8 WAF J170B Dual Input 75 $ 162.36 $ 12,177.00 Canbus OBDII Cables 75 $ 30.00 $ 2,250.00 RVB Programmer 1 $ 1,280.00 $ 1,280.00 RFC VIB Fuel Inlet Antenna 75 $ 18.00 $ 1,350.00 ~J:\~~~~~~~i.'f*'€il\,'~~:gj)m_>t!lii~~I~ilflilil!l!l~l!'lilW.jl!t Training Services 16 $ 168.50 $ 2,696.00 (City will install the RF Units) ~~-.'!.t~,mm!O!ii,~~~Ji1ti'llm'&W~~~~1i'L~~~ o Vehicle Units o $ 19,753.00 does not include Tax AssetWorks Order Form PageS of 15 james.schnepp@assetworks.com AssetWQRKS FuelFocus Order Schedule Fuel ~CUSTM AssetWorks Fuel Focus FMS System City of Palo Alto -MSC WAF Option valid through June SO, 2009 Discounted Discounted Part Description Quantity Price Extended RFC2500 ICU -WAF, 8 Hose No Option 1 $14,052.50 $ 14,052.50 RFC2500 ICU· WAF, 12 Hose No Option 1 $15,592.50 $ 15,592.50 ~ .. "'~i¥j!,%'WID'-liiilW@;@m,li@¥\il~~~~~~~~J!. .. !mtti!!.~-m!~S;j)j~1&lJ WAF Antenna Box (one needed per loca/ion) 1 $ 660.00 $ 660.00 HID Proximity Reader Option 2 $ 385.00 $ 770.00 1~!ii\~,,*~e~ .. llm!)l~Nl¥~W~~ilil$"'''''';'''*''''.\i!''''''''~~ Nozzle Transponders w/cover where applicable 16 $ 236.25 $ 3,780.00 ~!ill!Il.fIMlG*,,~"~m~~~~~~~$it~~~ Fleet Focus Integration Licenses 2 $ 2,495.00 $ 4,9~0.00 per vehicle module -one lime In/egrallon fee InfoCenter Reporting 550 $ 4.40 $ Crystal (Business Objects) XI RAS license 1 $ 2,500.00 $ FuelFocus TLS Interface 1 $ 1,295.00 $ 2,420.00 2,500.00 1,295.00 Works on any TLS System that supports current Veeder Root protocols ril,~~'mMiiG!J!gi~~£iI'1lt~4;:lfi\t''';'!~~~~iiil·'1§1'l:t\il·''a~~aima~~~~1lllIilll Project Management 27 $ 200.00 $ 5,400.00 Hourly Installation Services 32 $ 168.75 $ 5,400.00 Training & Fuel Module Setup Services 24 $ 168.75 $ 4,050.00 Training & InfoCenter Reporting Module Setup Services 24 $ 200.00 $ 4,800.00 Estimated Travel 1 $ 3,330.00 $ 3,330.00 Billed as actual Maintenance & Support· Year One 1 2,241.00 2,241.00 Spare Parts Kit 8 HID 1 $ 6,063.75 $ 6,063.75 ~~~~m~~~m;~~~&l\@i!,'l1iif"~~~~!1 Shipping & Handling 2 $ 95.00 $ 190.00 l~r~w~a~~'$$.1 .. @!.it'!>''i&rM''IW:&'."i.;w*~TI?~~''''_~_I$N%W'lM2~~~~'''3iJMtli>t Project Total Cost $ 80,534.75 does not Include Tax See Installation notes with the SOW AssetWorks Order Form Page 4 of 15 james.schnepp@assetworks.com AssetWQRKS Fuel ~CUSTM Part Description FuelFocus Order Schedule AssetWorks FuelFocus FMS System City of Palo Alto· Fire 1 WAF Option valid through June 30, 2009 QuantilX Discounted Price --Discounted Extended RFC1500 ICU -WAF. 2 Hose No Option 1 $10,298.75 $ 10,298.75 ~~.J!!jl!lJ,il%~<*~~!'1iRBI\!j!!Q~Jli!ll.Mi~t*f@"'i£i1lIi1iI!!~~ WAF Antenna Box (one needed per location) 1 $ 660.00 $ 660.00 HID Proximity Reader Option 1 $ 385.00 $ 385.00 !'iillIlI'.iluli!ilf.~"'lt~iii'i@'i!'f~l'4\1~~~~1>~~~"*'@f.<,\!i0~~Q~JiWii£'~SliI~ Nozzle Transponders w/cover where applicable 2 $ 236.25 $ 472.50 S.~';il-!'i~~,.ili..'\Ik~~'it~~~~~~~ Fleet Focus Integration Licenses 1 $ 2,495.00 $ 2,495.00 per vehicla module -one time integration' fee FuelFocus TLS Interface 1 $ 1,295.00 $ 1,295.00 Works on any TLS System that supports cu"ent Veeder Root protocols ~*@!"'j:!j~~~~~~wm.D~~~~ Project Management 12.0 $ 200.00 $ 2,400.00 Hourly Installation Services Based on rate of $1350.00 per day plus expenses Training & Fuel Module Setup Services Based on rate of $1350.00 per day plus expenses Estimated Travel Billed as actual • Year One Project Total Cost does not include Tax See Installation notes with the SOW AssetWorks Order Form 8 4.0 1 1 1 Page 5 of 15 $ 168.75 $ 1,350.00 $ 168.75 $ 675.00 $ 2,500.00 $ 2,500.00 758.00 758.00 95.00 95.00 $ 23,384.25 james.schnepp@assetworks.com AssetWQRKS Fuel ~CUSTM FuelFocus Order Schedule AssetWorks FuelFocus FMS System City of Palo Alto M Refuse Tanker WAF Option valid through June 3D, 2009 Discounted Discounted Part Description Quantity Price Extended RFC-2500 WAF Mobile Refueler 1 $14,437.50 $ 14,437.50 ~'IiII:lW~~~m!';J)m11~~~'*lk\lli~~,l\¥Mjj!"®jl~ WAF Antenna Box' (oneneededperfocation) 1 $ 660.00 $ 660.00 HID Proximity Reader Option 2 $ 385.00 $ 770.00 ~.jW@W€M'~~-·m-W.l1!gFE\l:'f\!t!ifJiiiliaG$M:Q!\i~&t!f~~ii~l~~~~P~~~ Hand-held PDA (see option below) $ $ Nozzle Transponders w/cover where applicable 1 $ 236.25 $ 236.25 ~ii!!!!!!il$1'a,~-,,~~~~e,wlii£iXW~~~"""iiL"""Ji!i.'*,,*~~ Fleet Focus Integration Licenses 1 $ 2,495.00 $ 2,495.00 per vehIcle module -one time integration fee MobilFocus Licenses perl'IJA Project Management Hourly Installation Services Training & Fuel Module Setup Services Based on rats of $1350.00 per day pIUs expenses Estimated Travel Project Total Cost does notinalude Tax See Installation notes with the SOW AssetWorks Order Form 6.0 16 16 1 1 2 f:~~~~' "-··-h Page60t 15 $ 960.00 $ 200.00 1,200.00 $ 168.75 $ 2,700.00 $ 168.75 $ 2,700.00 $ 2,500.00 $ 2,500.00 499.00 499.00 95.00 190.00 ~ $ 28,387.75 james.schnepp@assetworks.com AssetWI)RKS FuelFocus Order Schedule In the event Customer's business practices require that Customer issue a purchase order number prior to payment of any AssetWorks invoices Issued under this Agreement, then such purchase order number must be entered below. Customer's execution of the Order Form without designating a purchase order number shall be deemed Customer's acknowledgement that no purchase order number is required for payment of invoices hereunder. Purchase Order Number: ____ _ Amount: $ 162A73.3B Attachments: 1. (Attachment 1) Statement of Work AssetWorks Order Form Page 7 of 15 james.schnepp@assetworks.com AssetWQRKS AssetWorks SOFTWARE LICENSE AGREEMENT (SLA) This License Agreement applies to all software provided to you by AssetWorks, Inc., a Delaware corporation ("AssetWorks") including software owned by AssetWorks and software owned by other parties that is embedded in software owned by AssetWorks or that is included in hardware provided by AssetWorks. You (CUSTOMER) should carefully read the following terms and conditions before installing the software or using AssetWorks supplied hardware that contains the software. Continuing installation of the software or use of the software or AssetWorks supplied hardware indicates your acceptance of the terms and conditions of this agreement. If you do not agree with the terms and conditions of this agreement, you should not install or use this software. AssetWorks grants to CUSTOMER a non-exclusive, perpetual non-transferable license to make use of the software specified in the proposal (herein "Software") on the CUSTOMER's database servers, and application servers and/or web servers (referred to as the "Enterprise"); You assume responsibility for the selection of the software and/or the software on hardware to achieve your intended results, and for the installation, use and results obtained. 1.lcense CUSTOMER shall have the right to use only one copy or image of the Software for production purposes to manage up to the number of Active Equipment Units identified in the Proposal. "Active Equipment Unit" shall mean any in service unit to which work orders, fuel tickets, or usage tickets are posted. CUSTOMER may increase the number of authorized Active Equipment Units by executing a subsequent Product Schedule and paying in full the applicable fees. Upon signing the subsequent Product Schedule and paying in full the applicable fees, CUSTOMER shall have the right to monitor the revised number of Active Equipment Units as set forth in the subsequent Product Schedule. Customer may make one copy of the software for backup purposes. The backup copy must contain the complete program name, copyright and trademark notices. Backup copies are for your use only and cannot be assigned or transferred to another person or used on another computer. 1. RESTRICTIONS. You cannot sell, rent, lease, loan, transfer, distribute, copy electronically, or transfer any copy or part of this software without prior written consent of AssetWorks and the payment of additional license fees. You cannot modify, translate, disassemble, decompile, or create derivative works of the software or any copy in whole or in part. 3. FEES AND PAYMENT. All fees set forth in AssetWorks' quote are payable by CUSTOMER within thirty (30) days of receipt of invoice FuelFocus Order Schedule 4. NO OTHER RIGHTS. Except as stated herein, this Agreement does not grant you any rights to patents, copyrights, trade secrets, trade names, trademarks, (whether registered or unregistered), or any other rights or franchises in respect to the software and its documentation. 5. TERM. This license is effective until terminated. You can terminate it at any time by destroying the software including all media and documentation and erasing any copies residing on your system. Or, AssetWorks can terminate this License immediately for nonpayment of license fees or if you fail to comply with the terms and conditions of this Agreement. 6. TRANSFER. You cannot transfer, sublicense, or assign the license or the software except as expressly provided in this Agreement. Any attempt otherwise to sublicense, assign or transfer any of the rights, duties, or obligations hereunder is void and will terminate your license. 7. WARRANTY DISCLAIMER/LIMITED WARRANTY. THIS SOFTWARE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KI t-·m , EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR ANY PARTICULAR PURPOSE. THE ENTIRE RISK AS TO THE USE, PERFORMANCE AND RESULTS OF USING THE SOFTWARE AND ITS DOCUMENTATION IS WITH YOU. SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSION MAY NOT APPLY TO YOU. THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS AND YOU CAN ALSO HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE. 8. Limitation of liability In the event of any claim brought by one party against another hereunder, a party will be liable only for actual, direct losses or damages incurred, limited to the amount of fees for which AssetWorks contracted under the quote that is the subject of the claim provided, the claiming party shall be obliged to take reasonable steps to mitigate its losses or damages. Irrespective of the basis of the claim, neither party will be liable for any special, punitive, exemplary, indirect, incidental or consequential damages of any kind, including, without limitation, lost profits or loss of data, even if it has been advised of the possibility of such damages. 10. ACCEPTANCE. By installing the software or using the AssetWorks supplied hardware that contains the software, you acknowledge that you have read this Agreement, understand it and agree to be bound by its terms and conditions. You further agree that it is the complete and exclusive statement of the Agreement between us which AssetWorks Order Form Page B of15 james.schnepp@assetworks.com AssetWQRKS supersedes any proposal or prior agreement, oral, or written, and any other communications between us relating to the subject matter of this Agreement. 11. THIRD PARTY SOFTWARE. If the software is delivered to you pre installed in AssetWorks supplied hardware, then additional license terms and conditions may apply to third party software included in the Assetworks supplied hardware. The additional terms and conditions that apply to such third party software may be included in printed materials delivered with the AssetWorks supplied hardware or in online or electronic documentation included in the AssetWorks supplied hardware. 12. GENERAL. This Agreement will be governed by the laws of the state of California. If any provisions of this Agreement shall be held by any court of competent jurisdiction to be contrary to the law. the provisions will be enforced to the maximum extent permissible, and the remaining provisions of this Agreement will remain in full force and effect. Neither party will assign or transfer its interest in this Agreement without the prior written consent of the other party. You must comply fully with all laws and regulations of the United States and other countries ("Export Laws") to assure that neither the Software. nor any direct products thereof are (1) exported. directly or indirectly, in violation of Export Laws. or (2) are used for any purpose prohibited by FuelFocus Order Schedule Export Laws, Including, without limitation. nuclear, chemical, or biological weapons proliferation. AssetWorks may audit your use of the software. All terms of any order document shall be superseded by this License. You will be entitled to support described in the Maintenance terms set forth below, provided you are current on payments. 13. ADDITIONAL PROVISIONS. No other party or company may make any warranty, either express or implied, regarding the software, its merchantability or its fitness for any particular purpose. 14. Notices Addresses: AssetWorks, Inc •. 998 Old Eagle School Rd. -Suite 1215 Wayne, PA 19087 Attn.: John Hines Division President Customer: The City of Palo Alto Equipment Management Division Attn: Mr. Keith laHaie Fleet Manager 3201 East Bayshore Blvd Palo Alto, CA 94303 AssetWorks Order Form Page 9 of 15 james.schnepp@assetworks.com AssetWQRKS FuelFocus Order Schedule ASSElWORKS STANDARD PROFESSIONAL SERVICES AGREEMENT 1. SERVICES This Agreement shall apply each time Customer engages ASSETWORKS to provide services. All services provided will be described In a ASSETWORKS quotation (see above) or a mutually agreed upon ·Statement of Work" ("SOW") as applicable (hereinafter referred to as "Services"). attached as 'Attachment 1'. 2. TERMS 2.1 Requests for Servicej Quotes and Orders. Customer shall sign and retum this agreement for the initial order for Services. All subsequent orders for Services must specify ASSETWORKS'S quotallon Of any). and reference the Service(s) requested and invoice address. Customer may place orders in writing. by telephone or by facsimile transmission. Telephone orders must be confirmed In writing or by facsimile. All orders are subject to acceptance by ASSETWORKS. 2.2 Prices. The prices charged for Services purchased under this Agreement will be .ASSETWORKS'S then current charges for such services In each ASSETWORKS region or as quoted by ASSETWORKS. If the Services are being performed on a tlme and materials basis, any estimates provided by ASSETWORKS are for planning purposes only. 2.3 Additional Fees; Taxes. Prices are exclusive of all country, prOVincial, state and local sales, use, value added, excise, privilege. franchise and similar taxes. Taxes imposed on ASSETWORKS (other than taxes related to ASSETWORKS' income) In connection with the Services purchased under this Agreement will be paid by Customer and will appear as separate items on ASSETWORKS'S invoices. 2.4 Invoicing and PaymenL Customer's payment terms will be net forty-five (45) days from the date of Invoice. 2.5 Term. This Agreement will begin on the effective date staled above and will continue until terminated in accordance with Its terms. Each SOW will continue for the term stated therein. unless otherwise terminated pursuant to this Agreement. 2.6 Termination. Either party may terminate this Agreement by providing at least thirty (30) days prior written nollce to the other. Termination of the Agreement will not terminate any outstanding SOWs and the terms of this Agreement will survive such termination to the extent that such terms are incorporated into any outstanding SOWs. Either party may terminate an individual SOW If the other party commits a material breach of such an agreement and the breach Is not cured within thirty (30) days of receipt of wrltten notice from the Injured party. Termination of one or more SOW will not terminate this Agreement. Upon termination, all rights and obligations of the parties under this Agreement will automatically terminate except for rights of action accruing prior to termination, payment obligations and any obligations that expressly or by implication are intended to survive termination. 3 •. PROPRIETARY RIGHTS ASSETWORKS will retain exclusive ownership In aU deliverables created by ASSETWORKS hereunder and will own all Intellectual property rights, title and interest in any Ideas, concepts, know how, documentation or techniques developed by ASSETWORKS under this Agreement. ASSETWORKS will also retain all intellectual property rights with respect to the tools andlor software that ASSETWORKS uses to deliver the Services. Subject to payment in full for the applicable Services, ASSETWORKS grants Customer a perpetual, non-exclusive, non·transfarable, royalty-free right to use the deliverables solely for Customer's Internal use. 4. EXPORT; REGULATORY REQUIREMENTS Customer acknowledges that the Services sold under this Agreement, which may Include technology and software, are subject to the customs and export control laws and regulations 01 tha United States ("U.S., and may also be subJact to the customs and eKpcrt laws and regulations of the country In which the Services are rendered and/or received. Customer agrees to abide by those laws and regulations. Customer further represents that any software provided by Customer and used as part of the Services contains no encryption or, to the extent that It contains encryption, such software Is approved for export without a license. If Customer cannot make the preceding representation, Customer agrees to provide ASSETWORKS with all of the information needed for ASSETWORKS to obtain export licenses from the United States government and to provide ASSETWORKS with such additional assistance as may be necessary to obtain such licenses. Notwithstanding the foregoing, Customer is solely responsible for obtaining any specific licenses relating to the export of software II a license Is needed. ASSETWORKS may also require export certifications from Customer for Customer prOVided software. ASSETWORKS'S acceptance of any order for Services Is contingent upon the Issuance of any applicable eKport license required by the United States Govemment; ASSETWORKS Is not liable for delays or failure to deliver Services or a product resulting from Customer's failure to obtain such license or to provide such certification. 5. CUSTOMER RESPONSIBILITIES It Is the Customer's responsibility to backup data on Customer's system. ASSETWORKS WILL NOT BE RESPONSIBLE FOR tOSS OF OR DAMAGE TO DATA OR LOSS OF USE OF ANY COMPUTER OR NETWORK SYSTEMS. Customer acknowledges that ASSETWORKS'S performance and delivery of the Services are contingent upon: (I) Customer providing safe and hazard-free access to its personnel, facilities, equipment. hardware, software, network and Information and (ii) Customer's timely declsion- making, notification of relevant issues or information and granting of approvals andlor permission. Customer will promptly obtain and provide to ASSETWORKS any required licenses, approvals or consents necessary for ASSETWORKS'S performance of the Services. Information disclosed by Customer pursuant to a separate Nondisclosure Agreement ("NDA") Signed by both parties will be protected under the terms of the NDA. Customer acknowledges that any Information or data disclosed or sent to ASSETWORKS that Is not protected under a separate NDA Is not confidential or proprietary to Customer. 6. LIMITED WARRANTY 8. LIMITATION OF LIABILITY 6.1 Limited Warranty. ASSETWORKS WARRANTS THAT SERVICES WILL BE PERFORMED IN A GOOD AND WORKMANLIKE MANNER. EXCEPT AS EXPRESSLY STATED IN THE PRECEDING SENTENCE, ASSETWORKS MAKES NO EXPRESS OR IMPLIED WARRANTIES WITH RESPECT TO THE SERVICES, INCLUDING BUT NOT LIMITED TO, ANY WARRANTY RELATING TO THIRD PARTY PRODUCTS OR THIRD PARTY SERVICES; ANY WARRANTY WITH RESPECT TO THE PERFORMANCE OF ANY HARDWARE OR SOFTWARE USED IN CONDUCTING SERVICES; ANY WARRANTY CONCERNING THE RESULTS TO BE OBTAINED FROM THE SERVICES OR THE RESULTS OF ANY RECOMMENDATION ASSETWORKS MAY MAKE; AND,ANY IMPLIED WARRANTIES CONCERNING THE PERFORMANCE, MERCHANTABILITY, SUITABILI1Y, NON-INFRINGEMENT OR FITNESS FOR A PARTICULAR PURPOSE OF ANY OF THE DELIVERABLES OR OF ANY SYSTEM THAT MAY RESULT FROM THE IMPLEMENTATION OF ANY RECOMMENDATION ASSETWORKS MAY PROVIDE. AssetWorks Order Form Page 10 of 15 james.schnepp@assetworks.com AssetWQRKS 6.2 Limitation of LIability. NEITHER CUSTOMER, ASSETWORKS NOR ASSETWORKS'S SUBCONTRACTORS WILL BE LIABLE FOR ANY INCIDENTAL, INDIRECT, SPECIAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF OR IN CONNECTION WITH THE SERVICES PROVIDED BY ASSETWORKS EVEN IF A PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. ASSETWORKS SHALL NOT HAVE LIABILITY FOR (I) LOSS OF INCOME, PROFIT, OR SAVINGS, WHETHER DIRECT OR INDIRECT, (II) LOST OR CORRUPTED DATA OR SOFTWARE, OR (Ill) PRODUCTS NOT BEING AVAILABLE FOR USE. EXCEPT FOR CLAIMS THAT THE SERVICES (EXCLUDING THIRD PARTY PRODUCTS) CAUSED BODILY INJURY (INCLUDING DEATH) DUE TO ASSETWORKS'S NEGLIGENCE OR WILLFUL MISCONDUCT, ASSETWORKS'S TOTAL LIABILITY ARISING OUT OF, OR IN CONNECTION WITH, ANY SERVICES PURCHASED PURSUANT TO THIS AGREEMENT SHALL NOT EXCEED THE AMOUNTS PAID BY CUSTOMER FOR THE SPECIFIC SERVICE(S) GIVING RISE TO SUCH CLAIM DURING THE PRIOR TWELVE MONTH PERIOD. 7. INDEMNIFICATION Customer accepts responsibility for, and agrees to Indemnify and hold ASSETWORKS harmless from, any and all liability, damages, claims or proceedings ariSing out of (I) the failure of CUstomer to obtain the approprIate license, Intellectual property rights, or any other permissions, regulatory certifications or approvals required to support any SOW or ASSETWORKS' performance of the Services, or (II) any Inaccurate representations regardIng the existence of an export license. 8. MISCELLANEOUS ITEMS 8.1 Assignment; Subcontracting. Unless otherwise provided in the SOW, Customer may not assign thIs Agreement without the prior written consent of ASSETWORKS. ASSETWORKS has the right to hire subcontractors to perform the Services provided that ASSETWORKS shall remain responsible for the performance of Services under this Agreement, or to assign Services to Its affiliates. 8.2 Entire Agreementj Severability. This Agreement (with attachments) Is the entire agreement between ASSETWORKS and Customer with respect to its subject mailer and supersedes all prior oral and written understandings, communications or agreements between ASSETWORKS and Customer. No amendment to or modification of thIs Agreement, In whole or In part, will be valid or bindIng unless it is in wrlHng and executed by FuelFocus Order Schedule authorized representatives of both parties. If any provision of this Agreement is void or unenforceable, the remainder of this Agreement will remain in full force and will not be terminated. 8.3 Independent Contractor. The parties are independent contractors. Neither party will have any rights, power or authority to act or create an obligation, express or implied, on behalf of another party except as specified In this Agreement. 8.4 FORCE MAJEURE Neither party shall be liable hereunder by reason of any failure or delay In the performance of Its obligations hereunder (except for the payment of money) on account of strlkes, shortages, riots, Insurrection, fires, llood, storm, explOSions, earthquakes, acts of God, war, governmental action, labor conditions, material shortages or any other cause which is beyond the reasonable control of such party. 8.5 DISPUTE RESOLUTION The parties will seek a fair and prompt negollated resolution within ten (10) days of the Initial notice of the dispute. If the dIspute has not been resolved after such time, the parties will escalate the issue to more senior levels. Nothing herein shall prevent either party from seeking a preliminary or permanent Injunction to preserve the status quo or prevent Irreparable harm during the negotiation process or diminish the respective rights of the parties to pursue any and all remedies avallable in law anellor equity at any time. 8.6 Notices. To give notice under this Agreement, the notice must be In wrltlng and sent by postage prepaid first-class mail. receipted courier service, facsimile telecommunication or electronic mall to the address which appears beloW each party's signature below or to such other address as any party shall specify by notice In writing 10 the other party and will be effective upon receipt. 8.7 Section Headings. The section headings contained In this Agreement are Inserted for reference purposes only and shall not affect the meaning or Interpretation of this Agreement. 8.8 Governing Law, JurlsdlcUon and Language. The laws of the State of California will govern this Agreement. 8.9 Limitation Period. Neither party may Institute any aotion In any form arising out of this Agreement more than two {2} years after the cause of aclion has arisen, or in the case of nonpayment, more than two (2) years from Ihe date 01 last payment. 8.10 Counterparts. This Agreement may be executed In counterparts, each of which shall be deemed an original, but all such counterparts shall together constitute one and the same Instrument. AssetWorks Order Form Page 11 of 15 james.schnepp@assetworks.com AssetWORKS FUELFOCUS MAINTENANCE AGREEMENT - SUPPORT/PARTS A. 1. 2. a. 4. 3. B. 1. 2. BACKGROUND CUSTOMER has purchased FuelFocus products ("Productj from AssetWorks. The FuelFocus System Includes Two Optional Maintenance Components: A. Maintenance: Off-slte, web and telephone support and maintenance ("Maintenance', lor the FuelFocus System and Software. Maintenance Includes bug fixes and telephone support and may Include, II they are made available by AsselWorks, firmware updates and enhancements. B. Parts Warranty Service: A parts warranty without charge for the flrsl twelve (12) months of use from date of acceptance or fifteen (15) months Irom date of shipment, whichever Is shorter. In addition, AssetWorks may offer extended warranty services, as a paid option, alter the Initial warranty. 'rhe purpose of this Agreement Is to set forth the terms ~nd c~ndltlons upon which CUSTOMER has agreed, at Its option, to subscribe to FuelFocus Maintenance from AssetWorks. TERMS AND CONDITIONS Malntenance shall commence immediately upon system go live and acceptance and shall have a term of twelve (12) months. The term shall automatically renew each year thereafter for an additional twelve (12) month period unless terminated as set forth below. Correction of DevlaJlons In the event that the CUSTOMER encounters an error and/or malfunction ("Deviation") in the FuelFocus system, it shall communicate the circumstances and any supporting information to AssetWorks. Upon receipt, AssetWorks will respond as follows: a. In the event that, In the mutual and reasonable opinion of AssetWorks and the CUSTOMER, there exists a DeViation that does not constitute a serious impediment to the normal Intended use of the FuelFocus system, AssetWorks will correct the Deviation b. In the event that, In the mutual and reasonable opinion of AssetWorks and the CUSTOMER, there exists a Deviallon that does constitute a serious impediment to the normal intended use of the FuelFocus system, AsselWorks will take such steps 4. FuelFocus Order Schedule as are reasonably required to correct the Deviation with all due dispatch. Telephone Hotline Assistance AssetWorks. at .lIs expense, shall make available technically qualified personnel to respond to all reasonable telephone requests, Monday through Friday, excluding Slate holidays, during normal bUsiness hours, that may be made by the CUSTOMER relating to the application and operation 01 the Software. At other times such personnel are available by beeper for emergencies. 5. Technical Literature AssetWorks shall make available to the CUSTOMER all technical literature that Is considered by AssetWorks to be relevant to the Fue!Focus system and its use within the scope 01 CUSTOMER's operations. 6. Transmission All Revisions and New Versions will be transmitted to the CUSTOMER via email or posted on our lip site for easy client access at the option of AssetWorks. 7. Equipment. 8. Year One Parts Warranty: AssetWorks shall provide telephone support In accordance with this Agreement on the equipment listed In Appendix A, hereinafter referred to as "Equipment". Equipment Includes all parts on a Core·Return basis: front door panel board, keypad, two line back ill display, CPU board, pump board, cardlkey reader, power supply, Ilash disk, bypass card, heater set, power box, and junction board. AssetWorks shall provide CUSTOMER with replacement parts for all covered Equipment during the term of this Agreement. AssetWorks will dispatch the replacement parts to CUSTOMER's U.S. locations and CUSTOMER will return the reptaced parts (broken parts) to AssetWorks. CUSTOMER will pay AssetWorks the full purchase price of replacement part If the replaced part is not returned to AssetWorks within thirty (30) days of the dispatch of the replacement part. The following repairs are not covered by this replacement service program: repairs necessitated by water, fire, abuse, theft. vandalism, operator error or lack of knowledge, power surges or failure, any condition not encountered during normal operation, tampering or adjusting by persons who do not represent AssetWorks, CUSTOMER's failure to perform normal preventive maintenance as recommended by AssetWorks in Its Installation Manual, accessories attachments or other devices not furnished by AssetWorks, and expendable items such as magnetic card, printer ribbons, fuses, bulbs, and similar Items and supplies, For repairs that are not covered, AssetWorks will provide the services on a time a materials basis. At all times before AssetWorks actually repairs the equipment pursuant to the terms of this section, AssetWorks agrees to provide CUSTOMER with an estimate and shall commence repairs only after receiving written authorization to make such repairs from CUSTOMER. Remote DiagnostiC Access AssetWorks Order Form Page 1~of 15 james.schnepp@assetworks.com AssetWQRKS The CUSTOMER shall provide appropriate access by which AssetWorks may, with the permission of the CUSTOMER, remotely access the FuelFocus system for the purpose of remote diagnostics and support. 9. Proper Use a. The CUSTOMER agrees that all reasonable effort shall be taken to ensure that neither the FuelFocus Hardware of FuelFocus Software are misused. b. In the event that diagnostic assistance Is provided by AssetWorks, which. in the reasonable opinion of AssetWorks and the CUSTOMER, relates to problems not caused by a Deviation In the use of the FuelFocus hardware or software. such assistance shall be at the CUSTOMER's expense. 10. Additional Software Maintenance Fee -Paid Up Ucense In the event the CUSTOMER acquires additional FuelFocus ICU's In addition to that Indicated in Appendix A of this FuelFocus Maintenance Agreement (the "Additional Hardware'" the CUSTOMER shall pay an additional annual Maintenance fee. 11. Other Fees and Expenses for ensite Services On·slte services are not covered by this agreement. If onsite maintenance Is required, CUSTOMER will pay (I) time and material for the labor and (Ii) reasonable travel and living expenses of AssetWorks' employees or agents. AssetWorks shall be billed and paid as the expenses are Incurred. 12. PaymentTerms a. Maintenance: Annual payments for Maintenance will be due in advance of the commencement of the initial one-year term of the Maintenance and each anniversary thereafter. b. Hardware Warranty: Year one from go live (or 15 months from oontract) is Included with the initial purchase. Customer will be offered the option to extend at that time. c. d. AssetWorks reserves the right to change the annual Maintenance fee by prOViding CUSTOMER written notice of the Increase at least thirty (30) days prior to any scheduled renewal date. c. AssetWorks reserves the right to apply a late payment charge of 1.5% per month to amounts outstanding more than thirty (30) days after the dale of the Invoice. 13. Default and Termination a. The CUSTOMER shall have the right to terminate Maintenance upon delivery of written notice at least ninety (90) days prior to any scheduled renewal date. FuelFocus Order Schedule b. AssetWorks may cancel Maintenance in the event that the CUSTOMER does not implement a Mandatory Software Revision within sixty (60) days of receipt thereof or such longer period as AssetWorks may consent to In wrlllng. In the event that CUSTOMER does not Implement a Mandatory Revision within thirty (30) days following receipt of written notice from AssetWorks of CUSTOMER's failure to Implement a Mandatory Revision, AssetWorks may then cancel Maintenance, effective Immediately, by notice In writing to the CUSTOMER. c. In the event of any breach of the terms and conditions of this Agreement by the CUSTOMER, AssetWorks will, by written notice to the CUSTOMER, give the CUSTOMER a period of thirty (30) days within Which to Institute remedies to correct such breach.. In the event that such breach has not been corrected to AssetWorks' satisfaction within said thirty (30) day period, AssetWorks may then cancel Maintenance, effective Immediately, by notice in writing to the CUSTOMER. d. In the event that Maintenance Is terminated by AssetWorks, AssetWorks shall have no continuing obligatlons to the CUSTOMER of any nature Whatsoever with respect to Maintenance. Furthermore, termination by AssetWorks pursuant to the provisions hereof shall be without prejudice to any right or recourse available to AssetWorks, and without prejudloe to AssetWorks' right to collect any amounts, which remain due to It hereunder. 14. Limitation of Liability a. In the event of any claim brought by one party against another hereunder, a party will be liable only for actual, direct losses or damages Incurred (Including cost of cover), limited to the amount of fees paid to AssetWorks for servlcas under this agreement; provided, the claiming party shall be obliged to take reasonable steps to mitigate its losses or damages. b. Irrespective of the basis or theory of the claim, neither party will be liable for any special, punillve, exemplary, Indlreot, Incidental or consequential damages of any kind, Including, without limitation, lost profits or loss of data, even if it has been advised of the possibility of such damages. 15. General Terms a. Neither AssetWorks nor CUSTOMER will assign or transfer' Its interest In this Agreement or any Attachment without the prior written consent of the other party. b. All proviSions of this Agreement, Which by their nature should survive termination of this Agreement, will so survive. c.. No delay or failure by either party to exercise any right hereunder, or to enforce any provision of this Agreement will be oonsldered a waiver thereof. No single waiver will constllute a continuing or AssetWorks Order Form Page 13 of 15 james.schnepp@assetworks.com AssetWQRKS subsequent waiver. To be valid. a 'waiver must be In writing, but need not be supported by consideration. d.. If any provision of this Agreement Is held 10 be illegal, Invalid or unenforceable, In whole or in part, such provision will be modilled 10 the minimum extenl necessary to make it legal, valid and enforceable, and Ihe remaining provisions of this Agreement will not be affected. e. This Agreement, Including Its Interpretallon and enforcement, will be governed by the sUbstanllve laws of the State of California excluding its conflict of laws rules. f. Any communication or notice hereunder must be in writing, and will be deemed given and effective: (I) when delivered personally with proof of receipt; (II) when sent bye-mall; (UI) when delivered by overnight express; or (Iv) three (3) days after the postmark date when mailed by certified or registered mail, postage prepaid, return receipt requested and addressed to a party at Its address for notices. Each party's address for notices Is stated below. Such address may be changed by a notice delivered to the other party in accordance with the provisions of this Section. AssetWorks, Inc. 998 Old Eagle School Rd. -Suite 1215 WaYne, PA 19087 Altn.: John Hines Customer: The City of Palo Alto Equipment Management Division Attn: Mr. Keith LaHaie Fleet Manager 3201 East Bayshore Blvd Palo Alto, CA 94303 g. In the event of any dispute ariSing in the performance of this Agreement or any Attachment, AssetWorks and the CUSTOMER will seek to resolVe such dispute AsselWorks Order Form Page 14 of 15 FuelFocus Order Schedule through good faith, amicable discussions and negotiations. Any specitic agreed upon problem escalation procedure will be stated in the related . Attachment. In the event of a conflict between the terms of an Attachment and this Agreement, the Attachment shall control unless otherwise provided In the Attachment. In any action at law or In equity to enforce or Interpret the terms of this Agreement, the prevailing party will be entitled to recover Its reasonable attorneys' fees and costs, In addition to any other relief ordered by the court. Such fees and costs will include those Incurred In connection with the enforcement of any resulting judgment or order, and any post Judgment order will provide for the right to receive such attorneys' fees and costs. h. Neither party will be liable for any failure to perform or any delay In performing any of lis obligations hereunder when such failure or delay Is due to circumstances beyond Its reasonable control and without Its fault (Force Majeure). Including, without limitation, any natural catastrophe, fire, war, riot, strike, or any general shortage or unavailability of materials, components or transportation facilities, or any governmental action or Inaction. Upon the occurrence of such event of Force Majeure, the affected party will Immediately give notice to the other party with relevant details, and will keep. the other party Informed of related developments. I. This Agreement constitutes the entire agreement between the parties and supersedes all prior or contemporaneous oral, and all prior written, negotiations, commitments and understandings of the parties relating to the subject matter hereof. This Agreement may not be modified except by a writing executed by both parties. IN WITNESS WHEREOF, the parties hereto, Intending to be liable bound, have entered Into this Agr~MlR:llve as of the Effective Date. james.schnepp@assetworks.com AssetWQRKS FuelFocus Order Schedule Accepted by Customer: Accepted by AssetWorks, Inc.: ..................... )!/~~ Signature Name Title Title Date Date City Attorney: Signature Name Title Date To expedite shipment and scheduling, please email or fax this signed document and your Purchase Order to Jim Schnepp: Tel: 858.663.7481 Fax: 240.465.7593 james.schnepp@assetworks.com Paper Contracts/PO: AssetWorks, Inc. 998 Old Eagle School Rd. -Suite 1215 Wayne, PA 19087 Attn.: John Hines Division President 610.687.9202 AssetWorks Order Form Page 15 of15 james.schnepp@assetworks.com AssetWORKS Attachment 1-Statement of Work For City of Palo Alto, CA FuelFocus Fuel Management Applications May 4, 2009 AssetWorks Attachment 1· SOW Table of Contents Introduction .................................................................................................................................................................. 3 Project Task Descriptions -FuelFocus .................................................................................................................... 4 Kick-off Meeting ...................................................................................................................................................... 4 Hardware Procurement .......................................................................................................................................... 4 Hardware Installation .............................................................................................................................................. 4 FuelFocus Configuration and Set-up ...................................................................................................................... 4 Training and InfoCenter Reporting Module Setup Services ................................................................................... 5 Production Cut-over .................................................................................................................. ; ............................ 5 FuelFocus FMS Assumptions ................................................................................................................................ 6 Definition of "FMS Ready" ...................................................................................................................................... 6 Preliminary Schedule .................................................................................................................................................. 7 Assumptions ................................................................................................................................................................ 8 Acceptance Check List ............................................................................................................................................. 10 AssetWorks Attachment 1-SOW 2 AssetWorks is pleased to partner with the City of Palo Alto (Palo Alto) for a successful implementation of the FuelFocus Fuel Management System. This proposal identifies the tasks and estimated costs required for the implementation of the FASuite solution. This Statement of Work is based on AssetWorks' current understanding of the requirements and AssetWorks' previous experience with similar engagements. AssetWorks recommends Palo Alto use AssetWorks' expertise and consulting resources to ensure a timely and cost effective implementation. AssetWorks offers a variety of services ranging from workflow re-engineering to general business and technical consulting. To best facilitate the implementation. AssetWorks urges Palo Alto to formally identify a focal point for each of the critical business groups who will participate in or be affected by the project implementation. This involvement must come from all parties. These focal pOints should be both technically qualified and knowledgeable of their groups' business practices. These individuals will be responsible for spearheading the system configuration, data mapping, and workflow tasks to ensure a feasible and effective production rollout. Circumstances may necessitate changes to the tasks and/or time estimates, at which time AssetWorks and Palo Alto will discuss these changes in good faith at their earliest opportunity. AssetWorks Allachment 1-SOW 3 The following is a description of the tasks associated with the implementation of the FuelFocus® FMS System for FleetFocus Fleet Management customers. Kick-off Meeting The following activities will be ~ccomplished in the Project Kick-off Meeting: • Introduce Project Team • Review Contract Deliverables • Review AssetWorks and Palo Alto's Responsibilities • Review and discuss subcontractor responsibilities and vehicle availability for WAF VIB installation (if included) • Determine installation roll-out procedures • Review any special site considerations such as CNG stations or Tank Monitoring. • Finalize hardware order The Kick-off meeting will be coordinated by the AssetWorks Project Manager. Hardware Procurement AssetWorks will order the hardware identified in the contract, for delivery to the appropriate sites. AssetWorks will place the hardware order based on the agreed models and quantities. AssetWorks estimates the delivery of hardware will be completed in approximately 60 calendar days. Hardware Installation leu Installation Once Palo Alto has confirmed the site is "FMS ready" (see assumptions), AssetWorks will schedule an FMS technician to come on-site and complete installation of the Island Control Unit (ICU). AssetWorks will provide technical services to install the ICU. Sites include MSC, Fire 1 and a Refuse Tanker. The site installation is performed in a fashion to minimize downtime. A roll-out schedule and the sequential order of sites will be discussed at the Kick-Off Meeting. Once AssetWorks has completed the initial site hardware installation, including confirmation of network communications, AssetWorks will initialize the ICU. Palo Alto will process a series of test transactions using the ICU. Palo Alto can then review the results of the test in the test FA database. FuelFocus Configuration and Set-up Installation and Initial Set-up AssetWorks will remotely install and configure software necessary for communication to the FuelFocus ICUs. AssetWorks will also work with Palo Alto to configure the server to ensure necessary network communication to each fuel site. AssetWorks is not responsible for any network or infrastructure installation or configuration. This task will happen once FleetFocus is live in a test environment. Training for FleetFocus and FuelFocus AssetWorks will provide training and assistance to Palo Alto on the set-up ~nd configuration of the data elements required to place the fuel system in operation. This training will Include: • Card Assignments to existing Equipment and Employees, adding additional employees as necessary AssetWorks Attachment 1· SOW 4 • Product set-up and assignments to existing Equipment and Employees, adding additional products as necessary • Setting existing FA Locations to be Fuel Sites, adding additional fuel locations as necessary • Defining Tanks, Pumps, Hoses, and Island Control Units • Establish Polling Schedules (if appropriate) and ICU initialization process AssetWorks will provide remote training as to the use and operation of the system. The following items are covered during the session: • Fuel Orders • Fuel Receipts • Tank Level Reconciliation and Adjustments • Entry of Hose Totalizer Readings Training and InfoCenter Reporting Module Setup Services AssetWorks will provide training on the setup of this module including how to define security settings and report access. In addition, AssetWorks will train Palo Alto resources how to upload and remove custom reports in InfoCenter. AssetWorks will provide direction to Palo Alto in scheduling reports to automatically run and distribute via email. The intended audience for this orientation is Palo Alto Administrators and report writers that will be responsible for managing InfoCenter reports. Up to 5 Palo Alto staff may attend this session. This estimate does not include development or modification of any reports. Production Cut-over As each site is brought on-line, Palo Alto will enter current tank inventory quantities to ensure accurate book quantities exist. The Acceptance Check list will be jointly filled out between AssetWorks and Palo Alto. Once each fuel site has been installed tested and brought on-line, the system will be in full production. AssetWorks Attachment 1-SOW 5 FuelFocus FMS Assumptions • Estimates are based on the site inspections performed, but changes may be required. No permit fees are included. • Site Installation travel expense amount is a not to exceed estimate and will be billed at actual upon completion. • FuelFocus Warranty is one (1) year parts and telephone help desk support. AssetWorks will provide training as listed above. FuelFocus is modular in design with many front panel diagnostic support features. These features generally allow easy system diagnostics and component replacement in the event malfunctions should occur. • Palo Alto is responsible for providing a live LAN connection at the fuel island controllers. • This quote is based on site being "FMS Ready". FMS Ready means that all FMS System pedestals will be mounted to the appropriate location. All conduits will be connected between the FuelFocus Controllers and pumps, junction boxes and breaker panels. All wires will be pulled and left disconnected at each end. See full FMS Ready description below. • Does not include architectural drawings. • Does not include on vehicle hardware installation (does include training). Definition of "FMS Ready" Following represents a checklist of items that need to be performed to comply with "FMS Ready." 1} Construction Requirements -Have an electrical contractor mount the FMS System pedestals and fasten to concrete. 2} Conduit Requirements -Have electrician run a conduit from the master dispensers to pedestal as needed. Our electrical requirements to each FMS Controller are as follows: a. We will need dedicated power from a circuit breaker panel to each FMS Controller. The power for each FMS Controller can be pulled off one circuit breaker. b. We will need a dedicated conduit back to the building from each FMS Controller for communication wiring. These may be looped also. c. We will need one conduit from the pedestal to be terminated in the dispenser electrical junction box. d. We will either need: 1. A second conduit from the pedestal to the pulser junction box in the dispenser, or 2. The pulser junction box in the dispenser piped over to the electrical junction box in the dispenser 3} Cable Requirements -Have electrician pull the following cables -leaving at least three feet extra to extend above the top of the pedestal and as much as possible to fit in the electrical junction box within the dispensers: The items lettered below correspond with the same letter of the conduit above. a. Three 14AWG minimum THHN gas/oil resistant wires for power, neutral, ground to each FMS Controller from breaker panel. Terminate at panel, wire nut FMS System ends and mark breaker. Lock breaker in off position b. Pull whatever cable is appropriate based on client demands and location parameters to ensure a reliable TCP/IP ethernet connectivity at the fuel island. This may be a CAT5 cable, fiber optics or RF Ethernet connectivity. If the TLS Interface option is chosen a four conductor shielded cable 22AWG minimum from TLS System to the FuelFocus Controller is also needed. Short haul modems may be necessary. c. Pull four 14AWG minimum THHN gas/oil resistant wires to each pump/dispenser (eight if it is a two hose pump/dispenser) electrical junction box for control wiring. One of these wires should be white for neutral. d. Pull a four conductor 22AWG minimum shielded cable to the dispenser for pulser communication. 4) Mount and connect Banner Overhead Sensors if applicable (Transits only) 5) Call AssetWorks to schedule a date for final terminations when all of the above is done. Note -all wiring and conduits described above are what are needed for FMS System control only. This document assumes the station and dispensers to be wired already. AssetWorks Attachment 1· SOW 6 The following graph depicts the proposed project plan for this project. AssetWorks and Palo Alto will review and agree on all dates and tasks before the project begins. Please see the complete Microsoft Project document for a complete project plan, including a Gantt chart. AssetWorks resources are scheduled after contract award. AssetWorks Attachment 1· SOW .... ! ~ i ~! Ii ~ -I -: '-'1 fi Ql: + ,.j 7 The following general assumptions apply to this proposal: General 1. Services will be provided on a time and materials basis. The actual hours delivered may be less than or greater than the estimated hours. 2. AssetWorks' consulting estimates do not include installation and/or configuration of any computer hardware and peripheral equipment other than the FuelFocus related hardware components. The end user will be responsible for installing and configuring computer hardware and peripheral equipment such as printers and bar code equipment (if applicable). 3. Palo Alto will have all of the necessary and appropriate personnel at all of the meetings for the purpose of defining the requirements of the system. 4. Palo Alto will appoint a single point of contact for the duration of the project. This person should have project management responsibilities and decision-making authority. This person will be the focal pOint of contact for AssetWorks' Customer Support department. 5. All training sessions will be based on standard application training materials. 6. Palo Alto will implement this solution such that all assets will be in a single production FASuite database. 7. AssetWorks will provide remote and on-site training to Palo Alto (as outlined above) in a classroom environment suitable for training. Palo Alto will be responsible for providing and preparing the training facility. 8. This proposal includes only the interfaces stated in this Statement of Work between FASuite and other systems. AssetWorks will provide estimates for other interfaces as may be required on an as-needed basis. 9. Palo Alto will receive all standard, out-of-the-box reports at no extra cost. 10. This Statement of Work does not include any costs associated with 3rd party vendors or software that may be needed to complete the implementation. 11. Palo Alto commits to training appropriate functional and technical resources as required. 12. Palo Alto is responsible for all manual data entry. Project Management and Risk Factors 13. The Palo Alto project manager will be responsible for obtaining any required authorizations, approvals and/or signoffs by Palo Alto related to project deliverables and projecfprogression in a timeframe in alignment with the project work plan. Delays to this process as well as any Palo Alto tasks not completed within the work plan timeframe will be subject to the Change Order Management process, delayed deadlines, and increased services fees. 14. This Statement of Work does not include the expenses associated with Palo Alto or Palo Alto resources assigned to the project. 15. Palo Alto remains responsible for all integration effort not described in this Statement of Work. 16. The project schedule is contingent upon the timely attainment of several external milestones that are outside the control of AssetWorks. Examples include but are not limited to the acquisition of the requisite software licenses and hardware and the approval of requisite capital appropriation requests as required. AssetWorks Attachment 1-SOW 8 17. Circumstances may necessitate changes to the tasks and/or time estimates, at which time AssetWorks and Palo Alto will discuss these changes in good faith at their earliest opportunity. Infrastructu re 18. Palo Alto will provide a project work area and infrastructure at the centralized implementation location appropriate for the size of the combined Palo Alto/AssetWorks project team. This infrastructure should include desks, chairs, telephones, and workstations with network access to printers and to the applications and implementation databases. 19. System, server, and workstation backups are the responsibility of Palo Alto. This includes the development and execution of the system backups and recovery programs. 20. Palo Alto personnel assume the responsibility for applying software patches. 21. Acquisition, installation,testing, support, and tuning of any additional required application software, hardware, RDBMS, other software, peripherals and communications infrastructure will be the responsibility of Palo Alto.- 22. Palo Alto will be responsible for deploying access to the FASuite system and for providing all supporting software, hardware, and connectivity for the servers. The Web server must use Microsoft liS. 23. The following information technology services are not included in this Statement of Work: network connections; telecommunications network{s); operating system, network and database administration; disaster recovery planning; the acquisition, installation, testing and tuning of any required hardware, operating software, peripherals and communications infrastructure. Palo Alto Resources 24. Assumes all key Palo Alto project team resources will be committed to the project as of the project start date. 25. Assumes Palo Alto will provide the following resources to insure a successful implementation of the products. o Executive Steering Committee -Without proper vision and guidance from a company's executives, many projects fail to reach their desired goals and objectives. The role of the Executive Steering Committee will be to partiCipate in setting the goals and scope of the project and to participate in periodic status meetings with the project team. o Project Manager -A Project Manager will be assigned with appropriate decision-making authority. o Subject Matter Experts -These resources will be considered part of the core project team and will participate in tasks including Project Team training. Often these experts consist of Functional Leads in their respective areas of expertise (e.g., Bus Maintenance), as well as other supporting personnel from the various departments. The resources designated for these roles should have a good working knowledge of how Palo Alto processes are performed and understand the reasons for the current processes. o Technical Experts A team of Technical Experts will be involved in the technical duties that come with a AssetWorks implementation. Examples include a Technical Lead for system administration, database administration, web administration, rinter administration, software n"'lf"I~'" ··<·-_::~i~:~~~·:--F~f:;~·' "-... . --,----.'-'----.-.. --.--. " -", AssetWorks Attachment 1· SOW 9 FuelFocus FMS System Test Plan Island Controller and Dispenser Functionality DESCRIPTION PASS FAIL Validate the system is wired properly by trying to pump fuel on all hoses without entering valid data on the Island Controller with all hoses in AUTO. Should not be able to get fuel on any hose. Validate the system is wired properly by trying to pump fuel on all hoses without entering valid data on the Island Controller with all hoses in BYPASS. Should be able to dispense fuel on all hoses. Validate the system is not cross wired or getting electrical feedback by placing one hose in bypass and testing all others. Hose in bypass should allow fuel all others should not dispense fuel. Repeat on all hoses. Validate a diesel vehicle cannot obtain unleaded fuel. Validate a unleaded vehicle cannot obtain diesel fuel. Validate prompts work as expected. Demonstrate RF reads from a Vehicle Identification Box (VIB) on all hoses using RFWatch Train the client on the following Island Controller Functions: ers Bypass I RFWatch I Hose Watch Reset Hose Supervisor Mode 10 Watch Bypass Switches Power Switch location of Controller UPS location of Controller Network Connections Validate a dispenser will stop fueling when the maximum tank volume set in FleetFocus is reached Validate after pulse timer works AssetWorks Attachment 1-SOW COMMENTS 10 FILL ONE OfTHESE SHEETS OUT FOR EACH ICU AT CLIENTS LOCATIONS: ICUIt: LOCATION: (Record lIehicle # used and gallons dispensed In comment section jor each PASS FAIL Dispense fuel from hose 1. Utilizing Hose Watch, validate proper pulses. Vehicle#: Gallons: Dispense fuel from hose 2. Utilizing Hose Watch, validate proper pulses. Vehicle #: Gallons: Dispense fuel from hose 3. Utilizing Hose Watch, validate proper pulses. Vehicle#: Gallons: ~ from h"" 4. u,m ... Hm. W"'h. "'~,,. P"'PO< P""O<. Vehicle It: Gallons: fuel from hose 5. Utilizing Hose Watch, validate proper pulses. Vehicle #: Gallons: fuel from hose 6. Utilizing Hose Watch, validate proper pulses. VehiCle#: Gallons: fuel from hose 7. Utilizing Hose Watch, validate proper pulses. Vehlcle#: Gallons: Dispense fuel from hose 8. Utilizing Hose Watch, validate proper pulses. Vehicle #: Gallons: Dispense fuel from hose 9. Utilizing Hose Watch, validate proper pulses. Vehicle It: Gallons: Dispense fuel from hose 10. Utilizing Hose Watch, validate proper pulses. Vehicle #: Gallons: Dispense fuel from hose 11. Utilizing Hose Watch, validate proper pulses. Vehicle It: Gallons: Dispense fuel from hose 12. Utilizing Hose Watch, validate proper pulses. Vehicle #: Gallons: Dispense fuel from hose 13. Utilizing Hose Watch, validate proper pulses. Vehicle It: Gallons: Dispense fuel from hose 14. Utilizing Hose Watch, validate proper pulses. Vehicle It: Gallons: Dispense fuel from hose 15. Utilizing Hose Watch, validate proper pulses. Vehicle It: Gallons: Dispense fuel from hose 16. Utilizing Hose Watch, validate proper pulses. Vehicle It: Gallons: .. FuelFocus Application Setup and Training Functlonahty DESCRIPTION PASS FAIL COMMENTS Train client on the following configuration items in FleetFocus: Setup and configuration of Product/Fuel Types Setup and configuration of Pumps Setup and configuration of Tanks Setup and configuration of Facility Codes Setup and configuration of Island Controllers Setup and configuration of Vehicle Fuel Cards ~n of Vehicle Products & Tank Capacity n of Employee Fuel Cards Setup and configuration of Radmin Viewer Setup and configuration of ICU Viewer Setup and configuration ofTecProg Setup and configuration of Manager Bypass Password Setup and configuration of Credit Card Vehicle Setup and ensure Whltellst is rUnning Validate the test transactions are in the application/database Explanation of all files on Island Controller Training on the starting and stopping of controller programs Training on Report Generation in FleetFocus Training on Error Handling Screen/Processing Rejected Transactions AssetWorks Attachment 1-SOW 11