From Forms to Screens: City of Lethbridge Revamps Asset Management with Cityworks Keeping tabs on the value and condition of your possessions (houses, cars, computers, etc.) and making decisions about what needs to be fixed and what needs to be replaced can be a tough juggling act. But imagine for a moment that you’re in charge of ensuring that thousands of assets worth millions of dollars are properly managed. This is what Joel Sanchez does for a living. Mr. Sanchez is an asset manager who’s leading an effort at the City of Lethbridge called the Community Asset Management Program (CAMP). His job is to improve the way thousands of municipal infrastructure assets are managed, including roads, fire hydrants, sewer grates and water mains. Just so you can appreciate the scale of the responsibility, in Lethbridge, there are over 600 kms of water mains alone. How do you effectively manage so many disparate assets using a system that’s accessed by different departments? In 2011, Mr. Sanchez and his team had to tackle this big question as part of the City’s asset management program reboot. They determined that location was the missing ingredient. “Having municipal assets that are tied to a location is important,” said Mr. Sanchez. “You can quickly find assets on a map to locate information or issues in the field. That’s why we felt that implementing a GIS-centric asset management solution would be the most effective platform.” Specifically, the City of Lethbridge identified the need for a GIS-based asset management solution to collect service requests, generate work orders, track maintenance costs and create reports to more effectively manage the City’s linear assets (e.g, fire hydrants) and non-linear assets (e.g, roads). The implementation of a new system would help the City overcome several challenges. This included a paper-based process to manage routine maintenance activity and asset records. “Even though a change to an asset might have been captured, it could take weeks before it was actually filed in a binder, so asset information wasn’t always up to date,” said Mr. Sanchez. “Plus, there was double data entry. Field crews were filling out forms and then bringing them to the office for the GIS department to re-enter into maps.” The drawbacks of the paper-based system extended to emergency situations, too. For example, if a water main break occurred, a foreman would often need to retrieve asset records before visiting the incident location. Led by Mr. Sanchez, the CAMP team engaged several departments as part of the requirements gathering process. Integration with the City’s corporate financial system, JD Edwards, was deemed the system’s most critical requirement. After a formal RFP process, the City selected Cityworks as the platform for its asset management system. Developed by Azteca Systems, Cityworks offered a combination of a GIS-centric platform built on ArcGIS, system interoperability and a robust asset data management repository that was well-suited for the City’s requirements. In truth, its open architecture and compatibility with JD Edwards and other systems (ArcGIS and PeopleSoft) made Cityworks the only proven solution that covered all of the bases on the City’s ‘must-have’ list. Plus, the successful adoption of Cityworks by two cities in neighbouring BC 19 | SPRING 2015 ArcNorthNews with similar requirements, the City of Kamloops and the City of Prince George, reinforced the system’s reputation as a tried-and-tested asset management platform. With Cityworks, Lethbridge had a prime opportunity to extend its previous investment in ArcGIS, a big bonus for a city that saw a bright future for GIS in its organization. “We’re an existing ArcGIS customer and Cityworks works very well with ArcGIS, so Cityworks appealed to us,” said Mr. Sanchez. With Cityworks, the City can seamlessly integrate features from its existing geodatabase—such as water, wastewater, storm water, streets, parks and facilities—into its new digitized asset repository. This eliminated the cost of duplicating data and the need to synchronize with other systems, a tricky if not risky process. To further increase their investment and broaden use of GIS in other departments, the City signed an Enterprise License Agreement (ELA) with Esri Canada, increasing their access to software licenses and maintenance at a lower cost-per-user compared to purchasing individual licenses. The City adopted a phased approach to roll out its new infrastructure asset management platform, implementing Cityworks for its Water Public Operations in September 2014. Thirty-eight service request templates and 76 work order templates were configured to help Water Operation crews streamline the inspection, condition assessment and maintenance activities for assets such as water mains, hydrants, pumps and detention ponds. Binders with paper records were replaced by laptops and tablets with Cityworks, giving crews instant access to work orders and historical and up-to-date data about water-related assets on a map-based interface. Cityworks connects field crews and office staff with real-time updates during routine maintenance and emergency repair work performed on the City’s Water Operations assets. Cityworks keeps City of Lethbridge asset management field crews connected with realtime updates during routine maintenance and emergency repair work. “Giving crews in the field real-time access to the most up-to-date information that’s tied to an asset’s location saves us considerable time,” said Mr. Sanchez. “For example, if a water main breaks, a service request is created by an administrative assistant using Cityworks and a foreman in the field receives it on his iPhone or iPad. Right away he can see the service request and create a work order and then access all relevant asset records, like drawings or work history, without having to go the office and searching through binders.” After investigating a broken water main scenario, a foreman then uses Cityworks to delegate the work order to an excavation crew, who in turn uses the system to notify the maintenance group when the water main has been exposed. Once maintenance crews have repaired the water main, the work order is transferred to another crew for quality-control testing. When repair work is wrapped up, the project budget and other pertinent information is seamlessly transferred back to the City’s financial system. In effect, Cityworks has become a hub of information and activity reporting connecting Water Operations crews and office staff that’s helping them communicate and share information more effectively. Cityworks also enables the City to forecast, plan and communicate water-related asset maintenance to City Council in new ways. For example, after a disproportionate number of sewer back-ups began occurring in an older area of the City, GIS staff used out-of-the-box tools in Cityworks to generate a heat map visualizing locations of citizen complaints and repair work. The heat map was included in a successful request submitted to City Council to complete extensive repair work to fix the problem. In the future, Mr. Sanchez plans to use Cityworks to perform more analysis of this kind to help change the City’s approach to asset management. “In the past, the breakdown of our asset management efforts has been 65% corrective maintenance versus 35% preventive maintenance,” said Mr. Sanchez. “We would like to flip the two so we can become more proactive in our approach. Cityworks will be a big part of that. It’s going to help us demonstrate how we have become much more focused on preventive maintenance.” The addition of two GIS/asset management technicians by early summer will help make this plan a reality. Initially, these GIS professionals will generate reports, maps and heat maps to assist the Water Operations department. Over time, they’ll work with the Transportation, Waste, and Parks and Recreation departments to improve collaboration and make better use of the information that’s being captured in the system. Future plans for Cityworks include consolidating public and private excavation permits to encourage better planning and the development of a mobile app for citizens to submit service requests. Heat maps that visualize locations of citizen complaints and repair work are referenced during presentations for asset management funding requests. “Having municipal assets that are tied to a location is important. You can quickly find assets on a map to locate information or issues in the field. That’s why we believed implementing a GIS-centric asset management solution would be the most effective platform.” Joel Sanchez Asset Manager, Community Asset Management Program Infrastructure Services, City of Lethbridge Watch this Web seminar to get started. ArcNorthNews SPRING 2015 | 20
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