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File #: 2022-1443   
Type: Consent Calendar Item Status: Passed
File created: 12/8/2022 In control: Sonoma County Water Agency
On agenda: 1/24/2023 Final action: 1/24/2023
Title: Computerized Maintenance Management System
Department or Agency Name(s): Sonoma County Water Agency
Attachments: 1. Summary Report

To: Board of Directors, Sonoma County Water Agency

Department or Agency Name(s): Sonoma County Water Agency

Staff Name and Phone Number: Kevin Booker 707-521-1865

Vote Requirement: Majority

Supervisorial District(s): Countywide




Computerized Maintenance Management System



Recommended Action:

Recommended action

Authorize Sonoma County Water Agency’s General Manager to execute an agreement with NEXGEN Asset Management, Inc., in a form approved by County Counsel, for computerized maintenance management system implementation and related services through December 31, 2024, in the not-to-exceed amount of $940,280.



Executive Summary:

Sonoma County Water Agency (Sonoma Water) has begun a multi-phase effort for updating its asset management system, including its computerized maintenance management system (CMMS), which tracks and reports on infrastructure assets managed by Sonoma Water.  This complex effort requires careful and multi-phased planning to integrate with other data management systems in use within Sonoma Water, such as geographic information systems and computer-aided design.




Sonoma Water provides high-quality drinking water to over 600,000 people in Sonoma and northern Marin counties, is responsible for maintaining over 150 miles of creeks and streams throughout Sonoma County to help reduce the risk of flooding, manages and operates four sanitation districts and four sanitation zones in unincorporated Sonoma County, and produces recycled water to offset potable water demands.


Sonoma Water has multiple data management systems for managing and maintaining its infrastructure assets.  In order to integrate available information to enhance the decision-making process for management of these assets, Sonoma Water has initiated a multi-phased Asset Management Program (AMP).  The vision for AMP is articulated in the following statement from Sonoma Water’s Asset Management Implementation Plan:


Sonoma Water’s vision is to improve its process to accomplish reliability-centered maintenance, business system interconnectedness, and improve asset management enterprise wide. Sonoma Water is seeking strategies to reduce labor required for asset maintenance, record keeping, researching asset history information, benchmarking, reporting key performance indicators, more comprehensive fiscal decision making, assurance of regulatory compliance, justification for rate increases to the public, and other pertinent enterprise asset management functions.


Sonoma Water’s AMP is being developed with support from a consultant through a three-phased approach for fully developing this comprehensive program.  These phases include:


                     Phase 1 - Asset Management Implementation Plan (AMIP) - Complete

                     Phase 2 -AMP Pilot Project - Nearly complete

                     Phase 3 - Refine and initiate implementation of the AMP


Phase 1 included the development and implementation plan details of the AMP.  This phase included a review of Sonoma Water’s current asset management practices, identification of gaps, development of an AMP vision, charter and asset management framework, and calculation methods for probability and consequence of failure and business risk exposure analysis.  Phase 1 also included an assessment of Sonoma Water’s current CMMS.  The outcome of Phase 1 was an AMIP report documenting the components of the AMP to serve as a guide throughout the process of developing, piloting, and rolling out an enterprise-wide AMP for Sonoma Water.


Phase 2 applied the asset management practices and principles defined during Phase 1 to complete a pilot condition assessment for a subset of Sonoma Water’s assets and included drafting a request for proposals for CMMS software implementation.  The pilot condition assessments included both water production and wastewater treatment facilities.


A component of Phase 2 is to select a consultant to assist with the implementation of a new CMMS that tracks and reports on Sonoma Water’s assets (Project).  Sonoma Water currently uses Maximo as its CMMS. However, due to issues with the platform, it has not been successful or effective within Sonoma Water.  The goal for implementing a new CMMS system is to provide better asset management and tracking, better data for asset condition analysis, and improved efficiency and ease of use for Sonoma Water staff.


The new CMMS will assist with the overall implementation of Sonoma Water’s AMP and will include the capability to perform or track the following tasks:

                     Asset inventory and data management

                     Work management

                     Preventative maintenance planning and scheduling

                     Inventory and spare parts management

                     Resource availability, tracking, and planning

                     Condition assessment and inspection of assets

                     Repair, rehabilitation, and replacement of assets

                     Planning (capital, operations and maintenance)

                     System integration for geographic information systems and computer aided design


Phase 3 will include integrating the changes recommended in Phase 2 into the full roll-out of the AMP to cover all of Sonoma Water’s systems of assets and supporting the implementation for the CMMS solution selected by Sonoma Water.




On April 13, 2022, Sonoma Water issued a Request for Proposals (RFP) to the following eight firms:

1)                     Axxerion, San Rafael, California

2)                     Limble, Lehi, Utah

3)                     Fluke, Everett, Washington

4)                     CentralSquare, Lake Mary, Florida

5)                     CityWorks, Sandy, Utah

6)                     Fiix, Toronto, Canada

7)                     MPulse Software, Inc., Eugene, Oregon

8)                     Intelligent Technology Solutions, LLC, Marietta, Georgia


The RFP was also posted on Sonoma County Water Agency and County of Sonoma Purchasing Department websites.


The fifteen firms listed below submitted proposals.

1)                     Advanced Enterprise Systems Corp dba Utility Cloud, Salem, New Hampshire

2)                     AutomaTech, Plymouth, Massachusetts

3)                     Cardno, Inc., Clearwater, Florida

4)                     CMMS Data Group, Inc., Chicago, Illinois

5)                     Data Transfer Solutions, LLC, Orlando, Florida

6)                     Four Winds Group, Inc., La Jolla, California

7)                     Hexagon EAM Holdings LLC, Madison, Alabama

8)                     Intelligent Technology Solutions, LLC, Marietta, Georgia

9)                     KloudGin, Sunnyvale, California

10)                     MaintStar, Inc., Irvine, California

11)                     MentorAPM, LLC, Phoenix, Arizona

12)                     NEXGEN Asset Management, Inc., Sacramento, California

13)                     Prengi, Inc., Florida

14)                     Timmons Group, Richmond, Virginia

15)                     Visionary Integration Professionals, LLC, Folsom, California


The following criteria were used to evaluate each firm:

                     Thoroughness of proposal

                     Professional qualifications and demonstrated ability to perform the work

                     Responsiveness to the work requirements

                     Exceptions to business terms


NEXGEN Asset Management, Inc. (Consultant) was selected to perform the work because of its experience with similar public agencies and demonstrated understanding of Sonoma Water’s needs. 


Sonoma Water may seek to amend or enter into subsequent agreement(s), with Board approval if required, relying upon this competitive selection process, after the preliminary or initial work is completed for the Project.



Under the proposed agreement, Consultant will design and implement an asset management system for Sonoma Water using its proprietary asset management software to support Sonoma Water’s asset management program (including water supply and sanitation services), and to manage and maintain Sonoma Water’s physical above- and below-ground assets at their lowest lifecycle costs, while delivering expected levels of service.


The cost of services will not exceed $940,280; the term is from December 13, 2022 (to align the CMMS implementation with Sonoma Water’s AMP implementation), through December 31, 2024.


The agreement includes two options for Sonoma Water to extend this agreement for a period of one year each by providing written notice to Consultant thirty days in advance of the expiration date of the agreement and of the first extension option.


County Strategic Plan:



Sonoma Water Strategic Plan Alignment:

Information Technology, Goal 1:  Increase security, usability, and efficiency of Information Technology (IT) Systems.

Information Technology, Goal 2:  Modernize remote equipment control and monitoring capabilities to improve efficiency and meet industry standards.


This project will help with Sonoma Water’s Strategic Plan Goal (Maintain and improve the reliability of the Water Transmission System) and Strategy (Assess, maintain, and upgrade Water Transmission System infrastructure) to identify the various assets Sonoma Water maintains and to track maintenance of those assets.


Prior Board Actions:

08/30/2022:  Authorized Sonoma County Water Agency’s General Manager to execute an agreement between Sonoma Water and Carollo Engineers, Inc. for assistance with Phase 3 of Sonoma Water’s Asset Management Program.  Cost $1,100,000; term end June 30, 2024.


Fiscal Summary


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FY23-24 Projected

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Narrative Explanation of Fiscal Impacts:

Budgeted amount of $750,000 is available from FY 2022/2023 appropriations for the Water Transmission Operations and Maintenance (O&M) Fund.  FY 2023/2024 appropriations will be budgeted in that fiscal year.


Staffing Impacts:




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Narrative Explanation of Staffing Impacts (If Required):






Related Items “On File” with the Clerk of the Board: