CIT CMMS pre - qualification RFI final

مشروع دعم القدرة التنافسية للمنتج المصرى لقطاع التطبيقات العامة

تطبيقات نظام ادارة وتخطيط الصيانةComputerized

Maintenance Management System (CMMS)

(Phase # 1)

Prepared By :

Eng. Essam El AbdCMMS/EAM Senior Business Consultant

Dr. Khaled El Bahnasy Ain Shames University – Computer Science

2009

Chamber of Information Technology andChamber of Information Technology and Communications Industry Communications Industry Federation of EgyptianFederation of Egyptian

Industries (CIT)Industries (CIT)

Table of Contents

Introduction.....................................................................................................................................................3

Why Asset Management?...................................................................................................................................................5

What does Asset Management Software do?.....................................................................................................................5

Intangible Asset..................................................................................................................................................................5

Types of Asset Management Software...............................................................................................................................6

CMMS Software Package....................................................................................................................................................6

Evaluation Criteria............................................................................................................................................7

Measure..............................................................................................................................................................................7

Product Criteria Categories.................................................................................................................................................7

Applicant Response Sheet Format......................................................................................................................................8

Applicant General Information Overview..........................................................................................................9

Software Package Technology Compliance Check List.....................................................................................11

CMMS Software Core Functionality................................................................................................................13

CMMS Application and technology complies....................................................................................................................13

Page 2 of 21

المقدمة المصرى للمنتج التنافسية القدرة تنمية ان

مجلس اهتم��ام ش��غلت ال��تي القض��ايا أهم أح��د المش��روع وه��و ، التكنولوجي��ا صناعة غرفة إدارة8 وتدعمه بقوة الغرفة تتبناه الذي تنمية هيئة ماديا

الق��درة رف��ع بهدف المعلومات تكنولوجيا صناعة به��ا للوص��ول المص��رية للبرمجي��ات التنافس��ية.العالمى للمستوى

Introduction

The development of competitiveness of the Egyptian product is one of the main issues that occupied the attention of the Board of the technology industry; this project adopted by the CIT and supported financially by The Information Technology Industry Development Agency (ITIDA), in order to raise the competitiveness of Egyptian software to access the international level.

Page 3 of 21

الق��درة دعم الى المش��روع يه��دف به��ا للوص��ول المص��رية للبرمجي��ات التنافس��ية والص��حة الص��ناعة لقطاع��ات العالمى للمستوى.مرحلتين على وذلك والسياحة

The project aims to support the competitiveness

of Egyptian software Packages and to bring it to the international level of the industry, health & tourism sector, and so on two stages:-

:- فيها ويتم: األولي المرحلة

الفني��ة المواص��فات وإع��داد ش��راء القطاع��ات من قط��اع لك��ل القياس��ية

السابقةمقارن��ة دراس��ات وإعداد المنتجات حصر

العالمى ونظيره المصرى المنتج بين

قط��اع بك��ل منتج��ات5 أفض��ل إختي��ار محلي��ة إستش��ارية مك��اتب بواس��طة

.المختصة المجموعة مع بالتعاونعالمي��ة إستش��ارية بمك��اتب االس��تعانة

اإلستش��ارية المك��اتب م��ع بالتع��اون الفج��وات تحلي��ل تقري��ر إلعداد المحلية

المطلوب��ة التطويروالتكلف��ة وخط��ة تم ال��تى المخت��ارة المنتج��ات لتط��وير منتج2) العالم��ى للمستوى اختيارها( / قطاع

Phase I: and where: - The purchase and preparation of

standard technical specifications for each sector of the former sectors

Inventory of products and the preparation of comparison studies between the Egyptian product and its equivalent international product.

Choosing the best 5 products each

sector by local consultants in collaboration with the group concerned

Using of the international Consultancy Offices incorporating with a local Consultancy offices to prepare the gap Analysis and the plan required to develop the selected

products qualified to the international level (2 product / sector)

الخطة تنفيذ فيها فسيتم الثانية المرحلة الواعدة المصرية المنتجات لتطوير العملية

.العالمى للمستوى

:- التالية النتائج الى المش�روع يهدف

للمس�توي مص�ري منتج 12 ع�دد تط�وير األقل على العالمي

االستش��ارات نش��اط علي الطلب زي��ادة التخصصى اتجاة في ودفعة

المك��اتب من االستش��ارية الخ��برة نق��ل المحلي��ة االستش��ارية للمك��اتب العالمي��ة

شركات 6 لعدد

من حالي��ا مط��ورة الغير القطاعات تحديد م��يزة وتق��ديم ، المص��رية الش��ركات

تط��وير تتب��ني ال��تي للش��ركات تنافس��ية.منتجاتها

Phase II will be the implementation of the plan for the development of Egyptian products promising the world level.

The project aims at the following results:

Development of at least 12 Egyptian products to the international level, at least

Increasing demand for consultancy and boost activity in the direction of Specialist

Knowledge Transfer of the international consultancy Experience to at least 6 of the local consultancy firms.

Identify the sectors of the Egyptian companies currently non-developed, and provide a competitive advantage incentive to companies adopting the Plan of products development.

Page 6 of 21

Why Asset Management?Not to be confused with financial asset management, in business terms asset management involves maintaining details of company assets, everything from PCs, to machine tools, to desks and chairs, to rolling mills. It’s of most use when dealing with assets which have a short, fixed service life, and depreciate in value over that life.

What does Asset Management Software do?

Any business involved in manufacturing, distribution, physical sales or even office or call centre work will have physical and non-physical assets. The process of selecting the right equipment for a particular job, keeping it in working order for as long as possible and replacing it in a well-organized way, producing as little disruption as possible, is a key task for management.

Asset management software helps with this task by maintaining a record of all the assets you want to monitor. It can hold details of their service schedules, maintenance records, depreciated value and schedule for replacement. The software can be set to trigger warnings for any of these events, so you maintain regular cycles of repair and renewal.

Any business assistance software is only as good as the information within it, of course, and it's essential to keep details of all assets up to date, by physical inspection and good communication between departments. If someone in accounts throws out a broken chair and doesn't inform the asset management team, the computer records will be inaccurate and no replacement chair will be ordered.

A good asset management program can be of invaluable assistance during emergencies and crises. It could list, for example, the furniture, computing and other resources available at different locations and allow for re-routing those resources during business emergencies.

Intangible Asset

Intangible assets are those non-physical, identifiable, longer lived, non-monetary assets which have been created through time and/or effort. They include patents, accounts receivable, copyrights and goodwill. As per Paragraph A14 (e) (2) of Statement 141 of the FASB, computer software is an intangible asset.

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http://www.bestpricecomputers.co.uk/glossary/disaster-recovery-planning.htm

A sub-division of asset management is software asset management and this is tied in with the control of the software used on computers in your company and compliance with licensing terms. Knowing what software’s installed on the PCs in your business could save you a lot of money if you receive a visit from FAST (the Federation against Software Theft). It also helps control the introduction of unwanted software by your employees, which may harbor viruses or other malware. Strangely, managing intangible assets like software is actually more difficult than managing and tracking physical assets. Business policies, license terms and renewals etc., complicate the job.

Types of Asset Management Software Inquisitive: Software that queries IT systems and identifies hardware

Configurations /peripherals/operating system and other software [ IT Assets Discoverer for ITSM / ITAM – IT Service Management / IT Assets Management ]

Repository: The collected data is organized and stored to allow easy access for Reporting and analysis.

Automated data collection: Tracks, records accurate data in real-time.

CMMS Software Package

Enterprise Asset Management (EAM) / Computerized Maintenance Management System (CMMS) products Component suitable for Cross Industries and or for specific Vertical Industry have been increasingly served by EAM Developer/Vendor with versions or adaptations for this industry sector. Some EAM Developer/Vendor also actively markets their EAM modules as stand-alone offerings and sells them as specialized maintenance solutions.

Other suite vendors offer them only as part of the ERP suite being marketed and so have a market for EAM limited to their own customer base.

Generally clients/End Users will need to look at their overall application portfolios and plan how their work or EAM solutions will interact with other related components such as geographic information system (GIS), Electronic Document Management System (EDMS), Distributed Control System (DCS) , Supervisory Control And Data Acquisition System (SCADA), customer information system (CIS), outage management and Project Management & scheduling. With increased concerns about the aging workforce and reliability, regulators are likely to decide favorably on cost recovery for these investments.

While the scope of this assessment is global, some EAM/CMMS Developers are specialize in geographies, so vendors must not be evaluated based on size alone, So the evaluation process is by necessity an “averaging” of vendors’ offerings and performance,. Long-term vendor viability remains a factor in most customer evaluations, and potential buyers should examine current profitability, as well as a long-term commitment to products and markets.

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http://www.bestpricecomputers.co.uk/glossary/corporate-antispyware.htm

Evaluation Criteria

Measure

Each Software House participant will be measured based on the following Measure mechanism. Product Criteria Category will be weighted, add up each column (Weight, Vendor #1, Vendor #2, Vendor #3 ) in each of the ten Product Criteria Categories that are listed in this check sheet booklet. Then, fill out the information in the matrix below. The vendor with the highest subtotal has fared best for that particular category.

To measure an overall winner, add your subtotals from each of the ten categories. The vendor with the highest total has fared best in your evaluation.

Product Criteria Categories

Product Criteria Categories

WeightApplicant

#1Applicant

#2Applicant

#3Applicant

#4Applicant

#5

A.Company Overview 100B.Technology 100C.Administration 13D.Resources 20E.Secuirty 7F.Configuration 5G.Assets 18H.Inventory 27I.Procurement 5J.Contract 5K.Maintenanace Planning 8L.Preventive Maintenance 5M.Work Management 5N.Safety 17O.Financial 10P.Reporting 5

Grand Total: 350 _______ _______ _______ _______ _______

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Applicant Response Sheet Format

This used to allow Project Applicant to deliver his response in a standard format. In addition to the Response Sheet Applicant can provide any additional information as an Appendix to his response, Applicant should refer his reference to the attached Appendix in remarks Column.

Project Evaluation Committee uses evaluation pointing Mechanism in Applicant response evaluation.

Hierarchy CriterionWeight Mandatory

(Y/N)SUP PSUP MOD CST FUT NS Remarks

1 Assets N

1.1 Asset Application N

1.1.1 Asset Master File N

1.1.1.1 Criterion 1 N X

1.1.1.2 Criterion 2 Y

1.1.1.3 Criterion 3 N

1.1.1.4 Criterion 4 N X

Rating LegendResponse Explanation

Weight Number of Points assigned ( 0 ~100 )

MandatoryUsed to indicate absolute requirements. Note that a "Yes" would mean a vendor/provider fails if it does not support that criterion or group of criteria.

SUP Supported as delivered "out-of-the-box"PSUP Supported through an integrated partner solutionMOD Supported via modifications (screen configurations, reports, GUI tailoring, etc)CST Supported via customization (changes to source code)FUT Will be supported in a future releaseNS Not supported

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Applicant General Information Overview

Hierarchy Criterion Weight

Applicant Response

A. Applicant General Information Overview

A.1. Local Setup

A.1.1.Applicant Name -

A.1.2.Company Type -

A.1.3.Is it 100% Egyptian? 80

A.1.4.

If software designer (Applicant) is represented and / or joined by other Applicant/s for this RFI, Pls. indicate name/s. (Same Format Applicant General Information Overview) should be filled by the other Applicant/s and attached.

2

A.1.5.

Yearly Company Turnover per year for the last three years.<5<10<25

3

A.1.6.

Number of Business Consultant Developers & Testers:-5 ~1011~20 21~50

3

A.1.7. Number Of Abroad Branches -

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Hierarchy Criterion Weight

Applicant Response

A. Applicant General Information Overview

A.1. Local Setup

A.1.8. Major General Software Application developed

-

A.1.9. Year Of First Version Of the CMMS Package

-

A.1.10.

Number Of Installed CMMS Package till now in Egyptian Market 1 ~5 5~20 21~50

3

A.1.11.

Number Of Installed CMMS Package till now in Middle East Market ( Does Not Include Egypt ) 1 ~5 5~20 21~50

3

A.1.12.

Number Of Installed CMMS Package till now in International Market 1 ~5 5~20 21~50

3

A.1.13.Can you provide a reference Contact Details for the above installation?

3

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Software Package Technology Compliance Check List

Hierarchy Criterion WeightMandatory

(Y/N)

Remarks

B. Software Package Technology

B.1. Database Technologies

B.1.1. Data Management B.1.1.1. Relational database design

10 Y

B.1.1.2. Normalized tables10 Y

B.1.1.3. SQL APIs for calls or data requests5 Y

B.1.1.4.

Multi-RDBMS portability :- Oracle DB2 MS SQL Server MySQL Sybase Informix Others

10 Y

B.1.1.5. Support Transaction tracking system5 Y

B.1.1.6. Support Replicates database master files, fields, and structures

5 N

B.1.1.7. Supports Disaster Recovery Institute procedures

5 Y

B.1.2. Software Modules & ApplicationB.1.2.1. 100% Net-native (Web-Architected, not 10 Y

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Hierarchy Criterion WeightMandatory

(Y/N)

Remarks

B. Software Package Technology

B.1. Database Technologies

web-enabled)

B.1.2.2.Zero application code (plug-ins) installed on the client

Client software: Browser only

5 Y

B.1.2.3.

Developed using J2EE standards-based technologies

JSP JNDI JDBC

15 N

B.1.2.4. Support screen Tailoring via standard XML editor without further programming

15 N

B.1.2.5.

Is it Stand Alone Application or Part of ERP Solution?

If It is Part of the ERP, Pls. Indicate level of Modules / Application inter – Dependability.

5 Y

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CMMS Software Core Functionality

CMMS Application and technology complies.Applicant to provide his response by filling the following table , Additional to Applicant Software Application Configuration Structure & Description is Requested as attached Supported Document to his Response.

Module Function WeightMandatory


Administration Organization Setup App’s : Many Organizations and many Sites within those Organizations can share a single application database. The Organizations application Allow Organizations and Sites definition. At least one Organization and one Site is required to use this application.

3 Y

Calendars & Operation Shift: Used to set up and modify the calendars and work periods used in the application to track labor, costs, and other functions.

5 N

Item/Asset Classification: Used to classify information within the application using specification templates, system should support multiple classification levels, and attributes. Used to classify assets, locations, items, tickets, work orders, and solutions.

5 N

Resources Person: Used to create and manage records for people who are listed on Application records in any capacity.

2 Y

Person Group: Used to create and manage person group records that can be used on escalation, Workflow process and other records.

5 N

Labor : Used to create and manage laborer and 3 Y

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contractor recordsCraft: Used to create and manage craft records. 5 NQualifications: Used to create and manage certificate and qualification records.

5 N

Security Security Groups: A Group defines levels of access to the applications and data. Users are given membership to Groups in order to access the applications and data.

5 N

Users Profile: A User record contains settings to define how the application looks and behaves for this User. A User must be a member of at least one Group in order to access any the applications. A User need not be given access to any Sites in their Groups in order to access data in System level applications. A User record must have an associated Person record; however both can be maintained from the User application.

2 Y

Configuration Database Configuration: Explains how to customize your database, including changing column definitions, creating or modifying SQL indexes, defining alternative names for database tables and columns, specifying GL account formats, and setting up electronic signatures and audit records.

5 Y

Assets Module Assets: Used to create and store asset numbers and corresponding information, such as parent, location, vendor, up/down status, and maintenance costs for each asset.

3 Y

Locations: Used to create location records and track assets that exists at the location. Also used to build hierarchical or networked systems.

3 Y

Meters: Used to define meters that can be used 2 Y

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to track asset and location performanceFailure Codes: Used to define failure codes and define the Problem, Cause, Remedy hierarchy

5 N

Condition Monitoring: Used to define measurement points for assets or locations, and to specify alarm limits and associated work to be performed after reaching those limits

5 N

Inventory Module

Item Master: Used to define inventory items, and add them to a storeroom’s stock list.

3 Y

Service Items: Used to define services that your company requisitions, either as part of the purchasing process, or as part of a work order.

5 N

Stocked Tools: Used to manage tool inventory. 5 NStorerooms: Used to define storeroom locations, and view a read-only list of items stocked at each storeroom location. In Addition to All Storeroom Financial GL Accounts Setting (Control Account, Cost Adjustment Account ,.. )

5 N

Condition Codes: Used to define the codes used to describe the items condition.

5 N

Inventory: Used to manage items in inventory, including tracking stock levels, reordering items, and tracking rotating assets.

2 Y

Inventory Transactions: Used to manage Inventory Transactions ( Issue , Return to Store , Transfer Item’s , Receiving & Return to Vendor )

2 Y

Procurement Module

Purchase Requisitions: Used to request the ordering of materials or services

5 Y

Request for Quotation: Used to request and

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manage vendor quotations for prices and delivery information for goods and servicesPurchase Orders: Used to purchase materials or services from an internal supplier or an external vendorCompanies: Used to manage records for manufacturers, vendors, and other companies that do business with you.Invoices Used to record invoices and match against purchase orders and receipts for approval.

Contract Module

Labor Rate Contracts: Used to define labor rates to be paid to specific crafts and skills when hiring workers.

5 N

Lease/Rental Contracts: Used to define the terms and conditions and payment information for lease or rental agreements for rotating assets, including information technology assets. Master Contracts: Used to define the contractual relationship with a vendor. A master contract links all contracts with the vendor, as well as containing the terms and conditions that apply to the associated contracts.Purchase Contracts: Used to create, modify, and view contracts for items or services with outside vendors. You can include detailed information about a contract's shipping and financial terms, contact information, item and service pricing, and delivery times.

Terms and Conditions: Used to enter and maintain a library of terms and conditions to be used on contracts and purchasing documents. These terms can contain information such as liability concerns, shipping and handling details, or delivery time expectations.

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Warranty Contracts: Used to create warranty and service contracts where vendors maintain one or more assets for a fixed fee, or regularly scheduled payment over a time period; or to track warranty information for multiple assets or locations by time or meter.

Maintenance Planning Module

Job Plans: Used to create a detailed description of how a job is to be performed and the resources required to complete it.

3 Y

Routes: Used to list related work assets (assets and/or locations) that are considered "stops" along an inspection or maintenance route.

5 N

Preventive Maintenance

Preventive Maintenance: Used to plan periodic, preventive maintenance, and inspections for assets and locations.

5 Y

Work Management

Service Requests: Used to create records of customer calls or e-mail requesting service.

5 Y

Work Order Tracking: Used to perform every function related to processing work ordersWork Assignment and Scheduling: Use to dispatch urgent work and schedule future work requirements.Work Order Reporting: Used to report work on open work orders and small jobs without pre- existing work orders, or to report equipment downtime that involves no maintenance work.

Safety Hazards: Used to define hazards that exist in the workplace and define how to eliminate or mitigate them.

5 N

Lock Out/Tag Out: Used to create a detailed description of how to eliminate hazards associated with related assets or locations

5 N

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Precautions: Used to define precautions that can be taken to mitigate hazards in the workplace

5 N

Safety Plans: Used to create a detailed plan of how to service assets or locations safely.

2 Y

Financial Currency Codes: Used to define currency codes and to specify which codes can currently be used in Maximo. A currency code is a short, user-defined value that you create to represent a currency, for example, CND for the Canadian dollar.

5 Y

Exchange Rates: Used to enter, view, and modify exchange rates used for converting currencies.Chart of Accounts: Used to add and modify GL accounts, define financial periods, and establish default codes for company-related accounts, resource control accounts, and a global rotating suspense account.

Budgeting: Used to Create Budget Allocation and to Track budget Consumption

5 N

Reporting Report Administrator: Report Administration lets report administrators or report developers complete the following actions:

Add report parameters Create a toolbar button on the

application toolbar Define whether a report can print with

attached documents Delete a report Generate the request page of a new or

modified report

5 Y

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Register application reports to the application database

Register report parameters to the application database

Use the Detail field to limit the generation of Detail reports

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Documents

CIT CMMS pre - qualification RFI final