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CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
CIT CMMS pre - qualification RFI final
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CIT CMMS pre - qualification RFI final

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  • 1. Chamber of Information Technology and Communications Industry Federation of Egyptian 2009 Industries (CIT) ‫مشروع دعم القدرة التنافسية للمنتج‬ ‫المصرى لقطاع التطبيقات العامة‬ ‫تطبيقات نظام ادارة وتخطيط الصيانة‬ Computerized Maintenance Management System (CMMS) (Phase # 1) Prepared By : Eng. Essam El Abd CMMS/EAM Senior Business Consultant Dr. Khaled El Bahnasy
  • 2. Table of Contents Introduction .......................................................................................................................................................3 Why Asset Management?...................................................................................................................................................7 What does Asset Management Software do?.....................................................................................................................7 Intangible Asset...................................................................................................................................................................7 Types of Asset Management Software...............................................................................................................................8 CMMS Software Package ...................................................................................................................................................8 Evaluation Criteria............................................................................................................................................10 Measure............................................................................................................................................................................10 Product Criteria Categories ..............................................................................................................................................10 Applicant Response Sheet Format ...................................................................................................................................12 Applicant General Information Overview.........................................................................................................12 Software Package Technology Compliance Check List.......................................................................................15 CMMS Software Core Functionality .................................................................................................................17 CMMS Application and technology complies....................................................................................................................17 Page 2 of 25
  • 3. ‫‪Introduction‬‬ ‫المقدمة‬ ‫‪The development of competitiveness of the‬‬ ‫ان تنميصصة القدرة التنافس صية للمنت صج المصصصرى‬ ‫ص‬ ‫ص‬ ‫‪Egyptian product is one of the main issues that‬‬ ‫‪occupied the attention of the Board of the‬‬ ‫أحصصد أهصصم القضايصصا التصصي شغلت اهتمام مجلس‬ ‫‪technology industry; this project adopted by the‬‬ ‫إدارة غرفصصة صصصناعة التكنولوجيصصا ، وهصصو المشروع‬ ‫‪CIT and supported financially by The Information‬‬ ‫‪Technology Industry Development Agency‬‬ ‫الذي تتبناه الغرفصصة بقوة وتدعم صه ماديا هيئة تنميصصة‬ ‫ص‬ ‫‪(ITIDA), in order to raise the competitiveness of‬‬ ‫‪Egyptian software to access the international‬‬ ‫صصصصناعة تكنولوجيصصصا المعلومات بهدف رفصصصع القدرة‬ ‫.‪level‬‬ ‫التنافسية للبرمجيات المصرية للوصول بها للمستوى‬ ‫العالمى.‬ ‫يهدف المشروع الى دعصصم القدرة التنافسصصية‬ ‫‪The project aims to support the competitiveness‬‬ ‫للبرمجيات المصصرية للوصصول بهصا للمسصتوى العالمصى‬ ‫‪of Egyptian software Packages and to bring it to‬‬ ‫& ‪the international level of the industry, health‬‬ ‫لقطاعات الصصصناعة والصصصحة والسصصياحة وذلك على‬ ‫-:‪tourism sector, and so on two stages‬‬ ‫مرحلتين.‬ ‫المرحلة الولي : ويتم فيها :-‬ ‫•إختيار أفضصصصصل 5 منتجات بكصصصصل‬ ‫قطاع بواسصطة مكاتصب إسصتشارية‬ ‫•شراء وإعداد المواصصصفات الفنيصصة‬ ‫محليصصة بالتعاون مصصع المجموعصصة‬ ‫القياس صصصصية لك صصصصل قطاع م صصصصن‬ ‫ص‬ ‫ص‬ ‫ص‬ ‫المختصة.‬ ‫القطاعات السابقة‬ ‫•السصصصتعانة بمكاتصصصب إسصصصتشارية‬ ‫•حصصصر المنتجات وإعداد دراسصصات‬ ‫عالمي صصة بالتعاون م صصع المكات صصب‬ ‫ص‬ ‫ص‬ ‫ص‬ ‫مقارن صصة بي صصن المنت صصج المصصصرى‬ ‫ص‬ ‫ص‬ ‫ص‬ ‫ص‬ ‫الستشارية المحلية لعداد تقرير‬ ‫ونظيره العالمى‬ ‫تحلي صصصصصصل الفجوات وخط صصصصصصة‬ ‫ص‬ ‫ص‬ ‫التطويروالتكلفة المطلوبة لتطوير‬ ‫52 ‪Page 3 of‬‬
  • 4. ‫المنتجات المختارة التصصصصصى تصصصصصم‬ ‫اختيارهصا للمسصتوى العالمصصصصصصصى‬ ( ‫) 2 منتج / 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) Page 4 of 25
  • 5. ‫المرحلة الثانية فسيتم فيها تنفيذ الخطة العملية‬ ‫لتطوير المنتجات المصرية الواعدة للمستوى‬ .‫العالمى‬ Phase II will be the implementation of the -: ‫يهدف المشصروع الى النتائج التالية‬ plan for the development of Egyptian products promising the world level. ‫•تطويصصصر عدد 21 منتصصصج مصصصصري‬ The project aims at the following results: ‫للمستوي العالمي على القل‬ • Development of at least 12 Egyptian products to the international level, at least ‫•زيادة الطلب علي نشاط‬ ‫السصصتشارات ودفعصصة فصصي اتجاة‬ ‫التخصصى‬ • Increasing demand for consultancy ‫• نقصصل الخصصبرة السصصتشارية مصصن‬ and boost activity in the direction of Specialist ‫المكات صصصب العالمي صصصة للمكات صصصب‬ ‫ص‬ ‫ص‬ ‫ص‬ 6 ‫السصصصصتشارية المحليصصصصة لعدد‬ ‫ص‬ ‫ص‬ ‫شركات‬ • Knowledge Transfer of the international consultancy Experience to at least 6 of the local consultancy firms. ‫•تحديصصد القطاعات الغيصصر مطورة‬ ، ‫حاليصصا مصصن الشركات المصصصرية‬ ‫وتقديصصم ميزة تنافسصصية للشركات‬ • Identify the sectors of the Egyptian .‫التي تتبني تطوير منتجاتها‬ companies currently non-developed, and provide a competitive advantage Page 5 of 25
  • 6. incentive to companies adopting the Plan of products development. Page 6 of 25
  • 7. 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 Page 7 of 25
  • 8. goodwill. As per Paragraph A14 (e) (2) of Statement 141 of the FASB, computer software is an intangible asset. 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 Page 8 of 25
  • 9. factor in most customer evaluations, and potential buyers should examine current profitability, as well as a long-term commitment to products and markets. Page 9 of 25
  • 10. 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 Applicant Applicant Applicant Applicant Applicant Product Criteria Weight #1 #2 #3 #4 #5 Categories A. Company Overview 100 B. Technology 100 C. Administration 13 D. Resources 20 E. Secuirty 7 F. Configuration 5 G. Assets 18 H. Inventory 27 I. Procurement 5 J. Contract 5 K. Maintenanace Planning 8 L. Preventive 5 Maintenance M. Work Management 5 N. Safety 17 O. Financial 10 P. Reporting 5 _______ _______ _______ _______ _______ Grand Total: 350 Page 10 of 25
  • 11. Page 11 of 25
  • 12. 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. Weight Mandator Hierarchy Criterion y SUP PSUP MOD CST FUT NS Remarks (Y/N) 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 Legend Response Explanation Weight Number of Points assigned ( 0 ~100 ) Used to indicate absolute requirements. Note that a "Yes" would mean a vendor/provider fails if Mandatory it does not support that criterion or group of criteria. SUP Supported as delivered "out-of-the-box" PSUP Supported through an integrated partner solution MOD Supported via modifications (screen configurations, reports, GUI tailoring, etc) CST Supported via customization (changes to source code) FUT Will be supported in a future release NS Not supported Applicant General Information Overview Applicant Response Hierarchy Criterion Weight A. Applicant General Information Overview A.1. Local Setup A.1.1. Applicant Name - A.1.2. Company Type - Page 12 of 25
  • 13. Applicant Response Hierarchy Criterion Weight A. Applicant General Information Overview A.1. Local Setup A.1.1. Applicant Name - A.1.3. Is it 100% Egyptian? 80 If software designer (Applicant) is represented and / or joined by other Applicant/s for this RFI, Pls. A.1.4. indicate name/s. (Same 2 Format Applicant General Information Overview) should be filled by the other Applicant/ s and attached. Yearly Company Turnover per year for the last three years. A.1.5. <5 3 <10 <25 Number of Business Consultant Developers & Testers:- A.1.6. 3 5 ~10 11~20 21~50 A.1.7. Number Of Abroad Branches - Major General Software A.1.8. - Application developed Year Of First Version Of the A.1.9. - CMMS Package Number Of Installed CMMS Package till now in Egyptian A.1.10 Market 3 . 1 ~5 5~20 21~50 Number Of Installed CMMS Package till now in Middle East Market ( Does Not A.1.11 Include Egypt ) 3 . 1 ~5 5~20 21~50 A.1.12 Number Of Installed CMMS 3 . Package till now in International Market Page 13 of 25
  • 14. Applicant Response Hierarchy Criterion Weight A. Applicant General Information Overview A.1. Local Setup A.1.1. Applicant Name - 1 ~5 5~20 21~50 Can you provide a reference A.1.13 Contact Details for the above 3 . installation? Page 14 of 25
  • 15. Software Package Technology Compliance Check List Remarks Mandatory Hierarchy Criterion Weight (Y/N) 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 tables 10 Y B.1.1.3. SQL APIs for calls or data requests 5 Y Multi-RDBMS portability :- • Oracle • DB2 • MS SQL Server B.1.1.4. 10 Y • MySQL • Sybase • Informix • Others B.1.1.5. Support Transaction tracking system 5 Y Support Replicates database master B.1.1.6. 5 N files, fields, and structures Supports Disaster Recovery Institute B.1.1.7. 5 Y procedures B.1.2. Software Modules & Application 100% Net-native (Web-Architected, not B.1.2.1. 10 Y web-enabled) B.1.2.2. Zero application code (plug-ins) installed 5 Y Page 15 of 25
  • 16. Remarks Mandatory Hierarchy Criterion Weight (Y/N) B. Software Package Technology B.1. Database Technologies B.1.1. Data Management on the client Client software: Browser only Developed using J2EE standards-based technologies B.1.2.3. • JSP 15 N • JNDI • JDBC Support screen Tailoring via standard B.1.2.4. 15 N XML editor without further programming Is it Stand Alone Application or Part of ERP Solution? B.1.2.5. 5 Y If It is Part of the ERP, Pls. Indicate level of Modules / Application inter – Dependability. Page 16 of 25
  • 17. 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. Mandatory Module Function Weight (Y/N) SUP PSUP MOD CST FUT NS Remarks Administration Organization Setup App’s : Many 3 Y 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. Calendars & Operation Shift: Used to set up 5 N and modify the calendars and work periods used in the application to track labor, costs, and other functions. Item/Asset Classification: Used to classify 5 N 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. Page 17 of 25
  • 18. Mandatory Module Function Weight (Y/N) SUP PSUP MOD CST FUT NS Remarks Resources Person: Used to create and manage records for 2 Y people who are listed on Application records in any capacity. Person Group: Used to create and manage 5 N person group records that can be used on escalation, Workflow process and other records. Labor : Used to create and manage laborer and 3 Y contractor records Craft: Used to create and manage craft records. 5 N Qualifications: Used to create and manage 5 N certificate and qualification records. Security Security Groups: A Group defines levels of 5 N access to the applications and data. Users are given membership to Groups in order to access the applications and data. Users Profile: A User record contains settings 2 Y 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. Configuration Database Configuration: Explains how to 5 Y 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. Page 18 of 25
  • 19. Mandatory Module Function Weight (Y/N) SUP PSUP MOD CST FUT NS Remarks Assets Module Assets: Used to create and store asset numbers 3 Y and corresponding information, such as parent, location, vendor, up/down status, and maintenance costs for each asset. Locations: Used to create location records and 3 Y track assets that exists at the location. Also used to build hierarchical or networked systems. Meters: Used to define meters that can be used 2 Y to track asset and location performance Failure Codes: Used to define failure codes 5 N and define the Problem, Cause, Remedy hierarchy Condition Monitoring: Used to define 5 N measurement points for assets or locations, and to specify alarm limits and associated work to be performed after reaching those limits Page 19 of 25
  • 20. Mandatory Module Function Weight (Y/N) SUP PSUP MOD CST FUT NS Remarks Item Master: Used to define inventory items, 3 Y and add them to a storeroom’s stock list. Service Items: Used to define services that 5 N your company requisitions, either as part of the purchasing process, or as part of a work order. Stocked Tools: Used to manage tool inventory. 5 N Storerooms: Used to define storeroom 5 N locations, and view a read-only list of items stocked at each storeroom location. In Addition to All Storeroom Financial GL Accounts Inventory Setting (Control Account, Cost Adjustment Module Account ,.. ) Condition Codes: Used to define the codes 5 N used to describe the items condition. Inventory: Used to manage items in inventory, 2 Y including tracking stock levels, reordering items, and tracking rotating assets. Inventory Transactions: Used to manage 2 Y Inventory Transactions ( Issue , Return to Store , Transfer Item’s , Receiving & Return to Vendor ) Page 20 of 25
  • 21. Mandatory Module Function Weight (Y/N) SUP PSUP MOD CST FUT NS Remarks Purchase Requisitions: Used to request the 5 Y ordering of materials or services Request for Quotation: Used to request and manage vendor quotations for prices and delivery information for goods and services Purchase Orders: Used to purchase materials Procurement or services from an internal supplier or an Module external vendor Companies: 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. Page 21 of 25
  • 22. Mandatory Module Function Weight (Y/N) SUP PSUP MOD CST FUT NS Remarks Labor Rate Contracts: Used to define labor 5 N rates to be paid to specific crafts and skills when hiring workers. 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 Contract outside vendors. You can include detailed Module 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. 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. Page 22 of 25
  • 23. Mandatory Module Function Weight (Y/N) SUP PSUP MOD CST FUT NS Remarks Job Plans: Used to create a detailed description 3 Y of how a job is to be performed and the Maintenance resources required to complete it. Planning Routes: Used to list related work assets (assets 5 N Module and/or locations) that are considered "stops" along an inspection or maintenance route. Preventive Maintenance: Used to plan 5 Y Preventive periodic, preventive maintenance, and Maintenance inspections for assets and locations. Service Requests: Used to create records of 5 Y customer calls or e-mail requesting service. Work Order Tracking: Used to perform every function related to processing work orders Work Assignment and Scheduling: Use to Work dispatch urgent work and schedule future work Management 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 5 N the workplace and define how to eliminate or mitigate them. Lock Out/Tag Out: Used to create a detailed 5 N description of how to eliminate hazards associated with related assets or locations Precautions: Used to define precautions that 5 N can be taken to mitigate hazards in the workplace Safety Plans: Used to create a detailed plan of 2 Y how to service assets or locations safely. Page 23 of 25
  • 24. Mandatory Module Function Weight (Y/N) SUP PSUP MOD CST FUT NS Remarks Financial Currency Codes: Used to define currency 5 Y 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. 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 5 N and to Track budget Consumption Reporting Report Administrator: Report Administration 5 Y 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 • Register application reports to the application database • Register report parameters to the application database • Use the Detail field to limit the Page 24 of 25
  • 25. Mandatory Module Function Weight (Y/N) SUP PSUP MOD CST FUT NS Remarks generation of Detail reports Page 25 of 25

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