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HomeMy WebLinkAbout05-15-19-01/Geographic Info Services, Inc./625,250/Consulting Services RESOLUTION NO.BPW 05-15-19-01 RESOLUTION OF THE CITY OF CARMEL BOARD OF PUBLIC WORKS AND SAFETY ACKNOWLEDGING RECEIPT OF CONTRACT WHEREAS, pursuant to Indiana Code 36-1-4-7, the City of Cannel, Indiana ("City"), is authorized to enter into contracts; and WHEREAS,pursuant to Indiana Code 36-4-5-3,the City's mayor may enter into contracts on behalf of the City; and WHEREAS, pursuant to his authority under Indiana law, the City's mayor, the Honorable James C. Brainard,has caused to be signed the City contract attached hereto as Exhibit A(the"Contract");and WHEREAS, Mayor Brainard now wishes to present the contract to the City's Board of Public Works and Safety for it to be publicly acknowledged,filed in the Clerk-Treasurer's Office,and made available to the public for review. NOW, THEREFORE, BE IT RESOLVED by the City of Cannel Board of Public Works and Safety as follows: 1.The foregoing Recitals are incorporated herein by this reference. 2.The receipt of the Contract is hereby acknowledged. 3.The Contract shall be promptly filed in the office of the Clerk-Treasurer and thereafter made available to the public for review. SO RESOLVED this day of /'/ ( ,2019. CITY OF CARMEL,INDIANA By and through its Board of Public Works and Safety BY: CA?' 41/LWK-- James Brainard,Presiding Officer a : M Ann urke,Me �er Date: Lori S.Wa son ele,(S�! Date: 11 ATTEST: Christin auley,Clerk- easurer l60 Date: l S:\E Bass\My Documents\BPW-Resolutions\2019\Acknowledge Geographic Info Services,Inc..docx42612019 9:53 AM Geographic Info Services, Inc. Department of Community Services-2019 Appropriation#I 192 44-632.02;P.O.#102818 QRQI#� Contract Not To Exceed$658,250.00 AGREEMENT FOR PURCHASE OF GOODS AND SERVICES THIS AGREEMENT FOR PURCHASE OF GOODS AND SERVICES ("Agreement') is hereby entered into by and between the City of Carmel, Indiana, acting by and through its Board of Public Works and Safety ("City"), and Geographic Info Services, Inc., an entity duly authorized to do business in the State of Indiana ("Vendor"). TERMS AND CONDITIONS 1. ACKNOWLEDGMENT, ACCEPTANCE: Vendor acknowledges that it has read and understands this Agreement, and agrees that its execution of same constitutes its acceptance of all of the Agreement's terms and conditions. 2. PERFORMANCE: City agrees to purchase the goods and/or services (the "Goods and Services") from Vendor using City budget appropriation number 1192 44-632.02 funds. Vendor agrees to provide the Goods and Services and to otherwise perform the requirements of this Agreement by applying at all times the highest technical and industry standards. 3. PRICE AND PAYMENT TERMS: 3.1 Vendor estimates that the total price for the Goods and Services to be provided to City hereunder shall be no more than Six Hundred Fifty Eight Thousand Two Hundred Fifty Dollars ($658,250.00) (the "Estimate"). Vendor shall submit an invoice to City no more than once every thirty (30) days detailing the Goods and Services provided to City within such time period. City shall pay Vendor for such Goods and Services within thirty-five (35) days after the date of City's receipt of Vendor's invoice detailing same, so long as and to the extent such Goods and Services are not disputed, are in conformance with the specifications set forth in Exhibit A, are submitted on an invoice that contains the information contained on attached Exhibit B, and Vendor has otherwise performed and satisfied all the terms and conditions of this Agreement. 3.2 Vendor agrees not to provide any Goods and Services to City that would cause the total cost of the Goods and Services provided by Vendor to City hereunder to exceed the Estimate, unless City has previously agreed, in writing, to pay an amount in excess thereof. 4. WARRANTY: Vendor expressly warrants that the Goods and Services covered by this Agreement will conform to those certain specifications, descriptions and/or quotations regarding same as were provided to Vendor by City and/or by Vendor to and accepted by City, all of which documents are incorporated herein by reference, and that the Goods and Services will be delivered in a timely, good and workmanlike manner and free from defect. Vendor acknowledges that it knows of City's intended use and expressly warrants that the Goods and Services provided to City pursuant to this Agreement have been selected by Vendor based upon City's stated use and are fit and sufficient for their particular purpose. 5. TIME AND PERFORMANCE: This Agreement shall become effective as of the last date on which a party hereto executes same ("Effective Date"), and both parties shall thereafter perform their obligations hereunder in a timely manner.Time is of the essence of this Agreement. 6. DISCLOSURE AND WARNINGS: If requested by City, Vendor shall promptly furnish to City, in such form and detail as City may direct, a list of all chemicals, materials, substances and items used in or during the provision of the Goods and Services IX.`Coova rs`Fornu'Gouls&Scrwcs FORM- F-Verily Ltwo-op.do-t h f2O19 4.46 PM! 1 Geographic Info Services, Inc. Department of Community Services- 2019 Appropriation#1192 44-632.02;P.O.#102818 Contract Not To Exceed$658,250.00 provided hereunder, including the quantity, quality and concentration thereof and any other information relating thereto. At the time of the delivery of the Goods and Services provided hereunder, Vendor agrees to furnish to City sufficient written warning and notice (including appropriate labels on containers and packing) of any hazardous material utilized in or that is a part of the Goods and Services. 7. LIENS: Vendor shall not cause or permit the filing of any lien on any of City's property. In the event any such lien is filed and Vendor fails to remove such lien within ten (10) days after the filing thereof, by payment or bonding, City shall have the right to pay such lien or obtain such bond, all at Vendor's sole cost and expense. 8. DEFAULT: In the event Vendor: (a) repudiates, breaches or defaults under any of the terms or conditions of this Agreement, including Vendor's warranties; (b) fails to provide the Goods and Services as specified herein; (c) fails to make progress so as to endanger timely and proper provision of the Goods and Services and does not correct such failure or breach within five (5) business days (or such shorter period of time as is commercially reasonable under the circumstances) after receipt of notice from City specifying such failure or breach; or(d) becomes insolvent, is placed into receivership, makes a general assignment for the benefit of creditors or dissolves, each such event constituting an event of default hereunder, City shall have the right to (1) terminate all or any parts of this Agreement, without liability to Vendor; and (2) exercise all other rights and remedies available to City at law and/or in equity. 9. INSURANCE AND INDEMNIFICATION: Vendor shall procure and maintain in full force and effect during the term of this Agreement, with an insurer licensed to do business in the State of Indiana, such insurance as is necessary for the protection of City and Vendor from all claims for damages under any workers' compensation, occupational disease and/or unemployment compensation act; for bodily injuries including, but not limited to, personal injury, sickness, disease or death of or to any of Vendor's agents, officers, employees, contractors and subcontractors; and, for any injury to or destruction of property, including, but not limited to, any loss of use resulting therefrom. The coverage amounts shall be no less than those amounts set forth in attached Exhibit C. Vendor shall cause its insurers to name City as an additional insured on all such insurance policies, shall promptly provide City, upon request, with copies of all such policies, and shall provide that such insurance policies shall not be canceled without thirty (30) days prior notice to City. Vendor shall indemnify and hold harmless City from and against any and all liabilities, claims, demands or expenses (including, but not limited to, reasonable attorney fees) for injury, death and/or damages to any person or property arising from or in connection with Vendor's provision of Goods and Services pursuant to or under this Agreement or Vendor's use of City property. Vendor further agrees to indemnify, defend and hold harmless City and its officers, officials, agents and employees from all claims and suits of whatever type, including, but not limited to, all court costs, attorney fees, and other expenses, caused by any act or omission of Vendor and/or of any of Vendor's agents, officers, employees, contractors or subcontractors in the performance of this Agreement. These indemnification obligations shall survive the termination of this Agreement. [x`Gatrr,.'I ms'G+ds d$Hiss FORM-WIThI E-Vttdy Langtuge.k 4 I h/2UIY 1a6 PMI 2 Geographic Info Services, Inc. Department of Community Services-2019 Appropriation#1192 44-632.02;P.O.#1028I8 Contract Not To Exceed$658,250.00 10. GOVERNMENT COMPLIANCE: Vendor agrees to comply with all federal, state and local laws, executive orders, rules, regulations and codes which may be applicable to Vendor's performance of its obligations under this Agreement, and all relevant provisions thereof are incorporated herein by this reference. Vendor agrees to indemnify and hold harmless City from any loss, damage and/or liability resulting from any such violation of such laws, orders, rules, regulations and codes. This indemnification obligation shall survive the termination of this Agreement. 11. NONDISCRIMINATION: Vendor represents and warrants that it and all of its officers, employees, agents, contractors and subcontractors shall comply with all laws of the United States, the State of Indiana and City prohibiting discrimination against any employee, applicant for employment or other person in the provision of any Goods and Services provided by this Agreement with respect to their hire, tenure, terms, conditions and privileges of employment and any other matter related to their employment or subcontracting, because of race, religion, color, sex, handicap, national origin, ancestry, age, disabled veteran status and/or Vietnam era veteran status. 12. E-VERIFY: Pursuant to I.C. § 22-5-1.7 et seq., as the same may be amended from time to time, and as is incorporated herein by this reference (the "Indiana E-Verify Law"), Vendor is required to enroll in and verify the work eligibility status of its newly-hired employees using the E-Verify program, and to execute the Affidavit attached herein as Exhibit D, affirming that it is enrolled and participating in the E-verify program and does not knowingly employ unauthorized aliens. In support of the Affidavit, Vendor shall provide the City with documentation indicating that it has enrolled and is participating in the E-Verify program. Should Vendor subcontract for the performance of any work under and pursuant to this Agreement, it shall fully comply with the Indiana E-Verify Law as regards each such subcontractor. Should the Vendor or any subcontractor violate the Indiana E-Verify law, the City may require a cure of such violation and thereafter, if no timely cure is performed, terminate this Agreement in accordance with either the provisions hereof or those set forth in the Indiana E-Verify Law. The requirements of this paragraph shall not apply should the E- Verify program cease to exist. 13. NO IMPLIED WAIVER: The failure of either party to require performance by the other of any provision of this Agreement shall not affect the right of such party to require such performance at any time thereafter, nor shall the waiver by any party of a breach of any provision of this Agreement constitute a waiver of any succeeding breach of the same or any other provision hereof. 14. NON-ASSIGNMENT: Vendor shall not assign or pledge this Agreement, whether as collateral for a loan or otherwise, and shall not delegate its obligations under this Agreement without City's prior written consent. 15. RELATIONSHIP OF PARTIES: The relationship of the parties hereto shall be as provided for in this Agreement, and neither Vendor nor any of its officers, employees, contractors, subcontractors and agents are employees of City. The contract price set forth herein shall be the full and maximum compensation and monies required of City to be paid to Vendor under or pursuant to this Agreement X:`[lMtra.tsFa•ma`G.ds R Se,i.es FORM•WITH E•Verify Ianguage.d,x-L18R019 4:76 PM] 3 Geographic Info Services, Inc. Department of Community Services-2019 Appropriation#1192 44-632.02;P.O.#102818 Contract Not To Exceed$658,250.00 16. GOVERNING LAW; LAWSUITS: This Agreement is to be construed in accordance with and governed by the laws of the State of Indiana, except for its conflict of laws provisions. The parties agree that, in the event a lawsuit is filed hereunder, they waive their right to a jury trial, agree to file any such lawsuit in an appropriate court in Hamilton County, Indiana only, and agree that such court is the appropriate venue for and has jurisdiction over same. 17. SEVERABILITY: If any term of this Agreement is invalid or unenforceable under any statute, regulation, ordinance, executive order or other rule of law, such term shall be deemed reformed or deleted, but only to the extent necessary to comply with same, and the remaining provisions of this Agreement shall remain in full force and effect. 18. NOTICE: Any notice provided for in this Agreement will be sufficient if it is in writing and is delivered by postage prepaid U.S. certified mail, return receipt requested, to the party to be notified at the address specified herein: If to City: City of Carmel AND Douglas C. Haney, One Civic Square Corporation Counsel Carmel, Indiana 46032 Department of Law One Civic Square Carmel, Indiana 46032 If to Vendor: Geographic Info Services, Inc. 2100 Riverchase Center Suite 105 Birmingham, AL 35244 Notwithstanding the above, notice of termination under paragraph 19 hereinbelow shall be effective if given orally, as long as written notice is then provided as set forth hereinabove within five (5) business days from the date of such oral notice. 19. TERMINATION: 19.1 Notwithstanding anything to the contrary contained in this Agreement, City may, upon notice to Vendor, immediately terminate this Agreement for cause, in the event of a default hereunder by Vendor and/or if sufficient funds are not appropriated or encumbered to pay for the Goods and Services to be provided hereunder. In the event of such termination, Vendor shall be entitled to receive only payment for the undisputed invoice amount representing conforming Goods and Services delivered as of the date of termination, except that such payment amount shall not exceed the Estimate amount in effect at the time of termination, unless the parties have previously agreed in writing to a greater amount. 19.2 City may terminate this Agreement at any time upon thirty (30) days prior notice to Vendor. In the event of such termination, Vendor shall be entitled to receive only payment for the undisputed invoice amount of conforming Goods and Services delivered as of the date of termination, except that such payment amount shall not exceed the Estimate amount in effect at the time of termination, unless the parties have previously agreed in writing to a greater amount. 19.3 The City may terminate this Agreement pursuant to Paragraph 11 hereof, as appropriate. IC.\Cmvays`F.rms`Goats&Sees FORM-WITH[-verify Language.d.v.4/I V 2019 a 46 PM] 4 Geographic Info Services,Inc. Department of Community Services-2019 Appropriation#1192 44-632.02;P.O.#102818 Contract Not To Exceed$658,250.00 20. REPRESENTATIONS AND WARRANTIES The parties represent and warrant that they are authorized to enter into this Agreement and that the persons executing this Agreement have the authority to bind the party which they represent. 21. ADDITIONAL GOODS AND SERVICES Vendor understands and agrees that City may, from time to time, request Vendor to provide additional goods and services to City. When City desires additional goods and services from Vendor, the City shall notify Vendor of such additional goods and services desired, as well as the time frame in which same are to be provided. Only after City has approved Vendor's time and cost estimate for the provision of such additional goods and services, has encumbered sufficient monies to pay for same, and has authorized Vendor, in writing, to provide such additional goods and services, shall such goods and services be provided by Vendor to City. A copy of the City's authorization documents for the purchase of additional goods and services shall be numbered and attached hereto in the order in which they are approved by City. 22. TERM Unless otherwise terminated in accordance with the termination provisions set forth in Paragraph 19 hereinabove, this Agreement shall be in effect from the Effective Date through December 31, 2019 and shall, on the first day of each January thereafter, automatically renew for a period of one (1) calendar year, unless otherwise agreed by the parties hereto. 23. HEADINGS All heading and sections of this Agreement are inserted for convenience only and do not form a part of this Agreement nor limit, expand or otherwise alter the meaning of any provision hereof. 24. BINDING EFFECT The parties, and their respective officers, officials, agents, partners, successors, assigns and legal representatives, are bound to the other with respect to all of the covenants, terms, warranties and obligations set forth in Agreement. 25. NO THIRD PARTY BENEFICIARIES This Agreement gives no rights or benefits to anyone other than City and Vendor. 26. DEBARMENT AND SUSPENSION 26.1 The Vendor certifies by entering into this Agreement that neither it nor its principals nor any of its subcontractors are presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from entering into this Agreement by any federal agency or by any department, agency or political subdivision of the State of Indiana. The term "principal" for purposes of this Agreement means an officer, director, owner, partner, key employee or other person with primary management or supervisory responsibilities, or a person who has a critical influence on or substantive control over the operations of the Vendor. 26.2 The Vendor certifies that it has verified the state and federal suspension and debarment status for all subcontractors receiving funds under this Agreement and shall be solely responsible for any recoupment, penalties or costs that might arise from use of a suspended or debarred subcontractor. The Vendor shall immediately notify the City if any subcontractor becomes debarred or suspended, and shall, at the City's request, take all steps required by the City to terminate its contractual relationship with the subcontractor for work to be performed under this Agreement. IXdCeavaceOFnms`Gonk&Sen.5 FORM-WITH E-Venry Ianguage.d HIS/2019 4:46 PM] 5 Geographic Info Services,Inc. Department of Community Services-2019 Appropriation#1192 44-632.02;P.O.#102818 Contract Not To Exceed$658,250.00 27. ADVICE OF COUNSEL: The parties warrant that they have read this Agreement and understand it, have had the opportunity to obtain legal advice and assistance of counsel throughout the negotiation of this Agreement, and enter into same freely, voluntarily, and without any duress, undue influence or coercion. 28. ENTIRE AGREEMENT: This Agreement, together with any exhibits attached hereto or referenced herein, constitutes the entire agreement between Vendor and City with respect to the subject matter hereof, and supersedes all prior oral or written representations and agreements regarding same. Notwithstanding any other term or condition set forth herein, but subject to paragraph 16 hereof, to the extent any term or condition contained in any exhibit attached to this Agreement or in any document referenced herein conflicts with any term or condition contained in this Agreement, the term or condition contained in this Agreement shall govern and prevail. This Agreement may only be modified by written amendment executed by both parties hereto, or their successors in interest. IN WITNESS WHEREOF, the parties hereto have made and executed this Agreement as follows: CITY OF CARMEL, INDIANA GEOGRAPHIC INFO SERVICES, INC. by and through its Board of Public Works and Safety By: By: James Brainard, siding fficer Aut rized Signat Date: (2 Judy Reagan Printed Name Mary Ann Burke, Member Date: President and COO Title Lori S. Watson, Member FID/TIN: 63-1030638 Date: Last Four of SSN if Sole Proprietor: ATTEST: Date: 4/2 k/19 Christine S. Pauley, Clerk-Treasurer Date: �Y:`CMIYh-IsfswmiGo'I,k Sc,s,.cs FORM-NI ill E\'cr,f)Language 4/142019 4:46 PM] 6 b ISI nC Inspired by Location City of Carmel, IN Cityworks PLL (Permitting, Licensing, Land) Implementation Services April 5, 2019 Point of Contact Geographic Information Services, Inc. (GISinc) Corey Baker 2100 Riverchase Center, Suite 105 Business Development Manager - State Birmingham, AL 35244 and Local p: 205.941.0442 I f: 2.05.982.7733 p: (205) 725-5942 w: gisinc.com c: (205) 504-2825 e: corey.baker@gisinc.com Isinc April 5, 2019 Mike Hollibaugh Director of Community Services City of Carmel, IN One Civic Square Carmel, IN 46032 Dear Mike, Geographic Information Services, Inc. (GlSinc) is pleased to submit this proposal to provide an implementation of Cityworks PLL as an enterprise permits, licensing and land solution for the City of Carmel, Indiana. We have unique local government GIS services expertise and with a network of 160 GIS experts across the United States, we bring experience that has served over 400 local government agencies in all 50 states. GlSinc teamed with Cityworks as an Implementation Partner to bring nearly 50 years of combined experience in spatial technology and over 220 dedicated employees to asset management solution development.As a Cityworks authorized Implementation Partner, GlSinc is fully trained and qualified to provide services aimed at facilitating a Cityworks enterprise deployments, including: • Esri platform installation&configuration • System review&optimization • Cityworks (AMS & PLL) installation & recommendations configuration • Extending existing Cityworks implementations • Cloud management services throughout the organization • Integration services between Cityworks • Identify flexible deployment options for office • • and other enterprise systems staff and field crews • Data management&workflow analysis • Help organizations manage public • • Capacity analysis &architecture design engagement(citizen request management) through Cityworks GlSinc has earned the Cityworks Platinum Partner status based on our successful Cityworks implementations over the years. We are confident that our qualifications align the requirements described by the City and that our team will be successful with implementing Cityworks to become Carmel's Enterprise Permits, Licensing and Land Solution. • • Corey Baker Business Development Manager—State and Local Geographic Information Services, Inc. p: (205) 725-5942 I c: (205) 504-2825 I e: corey.baker@gisinc.com Exhibit A- _ 205.941.0442 2100 Riverchase Center.Suite 105 1600 Duke Street, Suite 300 24800 Denso Drive, Suite 340 gisinc.com Birmingham,AL 35244 Alexandria,VA 22314 Southfield,MI 48033 .-.a-•..I CA-L'+:Wes.'k •rY}F -"ra!Fy:i-V> 'S:. f • Y -:;M.�� ..�s .1*'M6f..1c/.ff.c Y, P. 41e1 1._.✓�i`ti�}f.)L3+AOIt .Y�a �f`Y3.a�574.f_ms,Gp�1A2 . -a ISSInc Inspired by Location Table of Contents 1. Introduction/Background of GISinc 3 2. Project Understanding& Proposed Solution 5 3. Project Management Approach 6 4. PLL Implementation Pattern 8 5. Additional Services Errorl Bookmark not defined. 6. Price &Schedule 19 Quotation Terms and Conditions 20 Assumptions 21 7. Appendix A: Cityworks PLL Summary 23 8. Appendix B:Cityworks 15.3 System Specifications 52 Exhibit A-- .,1 . ^..l.. .�t�.. ...._..._ ... .. .. .._ _ ISinC Inspired by Location 1. Introduction/Background of GISinc GISinc Company Profile Established in 1991, GlSinc specializes in providing GIS services for government agencies and some of the largest public and privately-held companies in the world. Our core competency is helping clients leverage and realize the full value of GIS in their organization, encompassing all areas required for this project. GISinc is a proven provider, with the experience, expert personnel, and resources to ensure the success of each task for this contract. We offer: • Award-winning past performance and comprehensive experience on local government contracts • Over 160 experienced GIS personnel,with extensive resource capacity to expedite tasks • An advanced level of expert service and innovative solutions for the required services • 27 Years of similar experience focusing exclusively on Geographic Information Systems • Quality assurance procedures and innovative techniques,for timely and cost-efficient solutions Offices and On-Site Personnel GISinc Headquarters: 2100 Riverchase Center I Suite 105 I Birmingham,AL 35244 p (205)941-0442 f(205) 982-7733 I www.gisinc.com GlSinc DC Office: 1600 Duke Street I Suite 300 I Alexandria,VA 22314 As a small business,we have extensive resources and are just the right size to provide a personalized level of service. We are known for our commitment to detail, innovative technical knowledge,budget-friendly solutions, and excellent customer service. With over 160 GIS professionals,we have the capacity and performance history to accomplish large-scale projects. We utilize a tried-and-proven project management plan and quality assurance approach. We embrace this model because it allows us to provide the best support to our clients, ensuring a successful and timely completion of your project. Corporate Experience and Industry Strengths We have served over 400 government agencies in all 50 states. GlSinc has completed literally hundreds of GIS projects, including over 650 GIS projects within just the last few years, of all sizes. This includes dozens of GIS projects ongoing today. At any given time, we may have over 200 projects ongoing, providing a depth of GIS resources that is unmatched. GlSinc - Esri Platinum Partner As an Esri Platinum Partner, GlSinc is one of only 9 US firms to reach this tti �� - s;� ' • highest level of distinction, bringing an advanced level of expertise and technical solutions to our clients. In addition to Esri Platinum Partnership, ' ` :.`_l I•° "` ' GlSinc has achieved Esri specialty status in both ArcGIS for Local Government „r 1r and ArcGIS Online.We're proud to be among a small handful of partners that ; •`; t t. have achieved both designations, and will bring our expert capability I_I t ,P i Q ' j'. throughout this project. , '�r � Exhibit �._P : - Jc�.�:�"r!95.,:. ;: ... .. ... . .. _ .. .... .. .•-_. '„�•.f,vwyt .:i,'.'vb' _z'%„'..'+l'...:.^k ri..._ :SC.'•r .. IF'�;h ._. ... ISinC Inspired by Location Cityworks Platinum Partner GlSinc is a Cityworks Platinum Partner, providing a GIS-centric approach 9 and an advanced level of GIS expertise.Cityworks delivers a highly capable, 'tyworks- yet sensible and cost-effective GIS-centric Asset Management Solution (AMS). GlSinc is the only platinum partner with both Esri and Cityworks. Azteca System's Cityworks - Overview To establish a scalable foundation and best accommodate the City of Carmel objectives, GlSinc is proposing a solution based on Azteca Systems'Cityworks. Cityworks is an industry-leading web-based AMS and PLL solution, and the most GIS-centric solution available.Cityworks is highly flexible and configurable,with an open structure that is conducive to facilitating enterprise workflows and integrating with other enterprise systems.Cityworks delivers highly-capable AMS and permits, licensing, and land (PLL) solutions, useful as a critical part of the overall Enterprise Asset Management plan. It provides a complete foundation for a truly effective Enterprise Asset Management program that will support efforts to improve asset utilization, extend asset life and improve performance. All while helping reduce capital costs and asset-related operating costs. Founded in 1986,Azteca Systems has more than 500 customers throughout the United States and around the world, ranging from single-user sites to installations servicing millions of people and multiple disciplines. These clients include public works agencies, large and small communities, airports, water/wastewater utility districts, energy companies, and other organizations involved with the care and operation of capital assets infrastructure. The GlSinc Team's Cityworks approach is customer-centric and innovative, combining our comprehensive GIS expertise and customized integration with an extensive Cityworks platform.Our approach will achieve the City's objectives, instilling inherent value for your GIS investment while preparing you for the future. Our approach guarantees a higher level of confidence and comfort by the end of the project, ensuring your team is staged for a successful transition to begin managing the system on its own. GlSinc's implementation of Cityworks is the best solution, for Smart Communities today...and the future .r7 , i ,>your public works, , ' •1s and property with <= {�� ° Ti U li ependable, proven tl7=14:a (J PIS 11, l 1 ' ethnology. is Ws k'L 7to ^. „ i, 41 ' ., ) 1 1 .i i L fir" f ' .s. •W!'= rIliP 4.ii -\t� ''_._—�„' ....r-i11 .r"=" _ Exhibit_A____. r-7 GlSinc I City of(.Ar'r'u , IN 1 Crtywdrkc PH Implt•rnenlafrun I Fowwn(.(om ! 0 D 3 ISinc inspired by Location 2. Project Understanding & Proposed Solution In 2018, GlSinc performed a Cityworks Discovery Workshop with the City of Carmel to help identify organizational requirements and workflows that would comprise a potential implementation of Cityworks PLL (Permitting, Licensing, and Land). Through the Discovery Workshop, one of our lead Cityworks Solutions Engineers, Emily Ranft, was able to gain an understanding of and familiarity with the City's functional objectives. Based on what we learned through conversation, brainstorming, and documentation, GlSinc prepared a deliverable that was intended to not only define and capture the component workflows, but also to effectively serve as a guide to support the configuration of the Cityworks software. The Discovery Workshop is a natural predecessor project to an implementation and, in fact, completing the workshop in advance of an implementation project(in contrast to including the workshop within the implementation)has allowed GISinc to prepare a nicely refined proposal and associated price that derives directly from the Workshop experience. Accordingly, GlSinc is proposing an implementation of Azteca Systems' Cityworks PLL Server application, an industry leading,GIS-centric solution. Cityworks has been developed on top of and in parallel with Esri technology since the inception of the software and has helped shape the location-based asset management industry. The solution offers a robust, enterprise-oriented permitting application. The flexible deployment and configuration options supported by Cityworks offer a solution that can support rapid and intuitive short-term adoption while remaining scalable to future capacity and evolving organizational requirements. The section that follows offers a high-level summary of Cityworks PLL,though a more detailed summary can be found in Appendix A: Cityworks Server PLL Permitting, Licensing, and Land (PLL) is a single module that encompasses workflows that review and regulate. Essentially, processes that involve elements such as application, review, inspection, approval, and expiration can be accommodated through PLL. Even more than the linked work activities of AMS, PLL is designed to truly support workflows, wherein a process has steps that pass through multiple people or departments, with contingent behaviors driven by the outcome of any given step. Additional Modules One of the values of Cityworks is the modular design, which allows the City to optionally leverage added functionality with supplemental licensing. Among the additional modules, referred to as Add- Ons, available for future expansion are: Cityworks APIs The Cityworks Application Programming Interfaces (APIs) accommodate programmatic access to system data from external applications, including the ability to view, modify,and create permits, inspections, and more.APIs are the cornerstone for developing custom applications or integrations. Exhibit i`; IS i n c Inspired by Location Public Access Public Access is an optional app which is the citizen portal to Cityworks PLL. It allows citizens and contractors to apply for and track the progress of permits and licenses, request inspections, and pay fees. 3. Project Management Approach GlSinc's project management approach includes people, processes, and technology that are designed to make sure that our customers receive outstanding value. Over the years, GISinc has established an approach to project execution that has proven successful across a broad spectrum of project types and has resulted in repeatedly favorable feedback and many long-lasting client relationships. The approach is simple, but effective and is based on managing projects according to five (5) key phases with constant communication throughout. Our aim is to be sure that you, as a client, are never wanting for information regarding the state of the project. Planning & Analysis Phase The Planning&Analysis Phase is the start of our project lifecycle. It is communication centric,starting with the project kickoff meeting and scheduling the project reviews. GlSinc will also review the project's budget and schedule as part of this phase and,at the end of the project,we will initiate the project closeout process that includes a client satisfaction survey. • Project Kickoff Meeting. GlSinc will schedule a kickoff meeting with the City as part of initiating the project to identify tasks, billing procedures, and establish a communication plan for coordinating the activities of the project as well as status reporting. During the kickoff meeting we will also set a schedule for bi-weekly project review meetings.Our team will employ our internal project controls to manage the project budget and schedule. • Project Reviews. A bi-weekly project review meeting schedule is established during the kickoff meeting and will be used to identify upcoming tasks, review decisions points, and discuss overall status for the project. As part of each project review meeting, GlSinc will send the City a report/document that includes information on schedule and budget progress, tasks completed, upcoming milestones and more. We will use the project review meeting to walk through the status report and look ahead to identify potential project issues and corresponding mitigation procedures. • Budget &Schedule. GISinc builds-out a project schedule prior to initiating work,the format of which is scaled to the magnitude of the project at hand. Each task is assigned a number of hours, budget, and date to complete. The project information is tracked with GlSinc's financial package, Unanet, which is used throughout the project to project and task level tracking.The billing process varies based on the type of project(firm fixed or time and materials). • Closure Letter&Satisfaction Survey. Upon completion of work, GlSinc will send an email to the City asking for documentation that they consider the project complete and are satisfied with the deliverables. GISinc does not consider a project closed until this confirmation is received. Exhibit GISrnc ( City of Cm owl,IN I CItywork PIA lmplenv>ntation I t;rsin(.com 70f6-7 ISinC Inspired by • Location • Design Phase The Design Phase is where we focus on establishing the background that will drive the project forward and is a critical step before moving on to the development process. GISinc will work with the City on relevant considerations such as deployment pattern and underlying system architecture, configuration validation, and technical logistics associated with Cityworks PLL. Given that the Discovery Workshop has been completed, the Design Phase of the project will be significantly abbreviated from a standard PLL implementation project. The specific approach to coordinating the remaining activities will be tailored to the project and task to ensure the most productive and accurate result,and may include phone discussions, demonstrations,workshops, and onsite interviews and working sessions. Development Phase Not all projects represent traditional development efforts, but this phase refers more generally to the primary or core tasking,where the solution(s)detailed within the Design Phase comes to life.Development can also be considered a reference to the environment,in a way,since much of the work completed within this phase would be carried out in a lower tier separated (ideally)from any production system to mitigate the potential for end user disruption. The documentation refined within the Design Phase will guide the work completed in the Development Phase and upon completion, this phase will result in a completed product ready for client and user testing. Testing Phase The Testing Phase really focuses on City review and approval of the target product or system prior to planning the implementation into the production environment. The user acceptance testing process is a collaborative effort between GlSinc and the City wherein we provide the necessary documentation or training to allow City staff to evaluate the deliverable(s)against the configuration documentation finalized and approved by the City during the Design Phase/Discovery Workshop.Any feedback provided by the City is tracked by GISinc staff within our issue tracking system (JIRA)where each report will be evaluated, and the appropriate action determined to obtain satisfactory resolution. JIRA will be used to report and communicate the status of all incidents and appropriate resulting actions taken or required.This may result in an iterative process until the GISinc and the City mutually deem the configuration to meet the approved configuration outline and authorize the system for release to production. Implementation Phase The final phase of any project is the implementation of the product or system into the production environment. In some cases, certain aspects or tasks of the Development Phase may be repeated in order to construct the necessary target environment, but much of the core effort of deployment will be specific to the system or product(s) being released. A key part of the Implementation Phase may be a more formalized training for users, be that administrators, end users or both. Following training and system release, the team will enter the post implementation support stage and then project completion. Exhibit ISinC irspired by Location 4. PLL Implementation Pattern The following section outlines a sequence of core tasks that represent our proposed execution pattern. Each primary task described herein, of course, is comprised of a more granular list of tasks that the team will complete with GISinc leading the way throughout. Configuration Requirements Finalization The City elected to complete the Cityworks Discovery Workshop in advance of the PLL implementation, which resulted in a comprehensive document that will effectively serve as the configuration/design guide for the PLL implementation. GlSinc has assumed that the workflows identified and discussed in the Workshop will largely remain unchanged (and have estimated this project accordingly), but the implementation team will validate or clarify certain elements, as necessary to allow the collective team to finalize the requirements. During this finalization effort, GISinc will work with City staff to understand the deployment and operational environments to facilitate smooth configuration and release management. Another key element of this step involves the City compiling and delivering the various reporting samples, templates,and layout/content requirements. Deliverables: • Strategy for Implementation/Deployment Pattern • Confirmation of Environment and Versions • Finalized PLL Configuration Requirements • Compiled Reporting Inputs Establish Lower Tier(Development or Staging) Environment GISinc will work remotely on the deployment of Cityworks Server into a lower tier environment designated by the City to begin the process of implementation. The environment should meet the minimum specifications for Cityworks Server(see Appendix B). The City will need to facilitate remote access for GISinc to accommodate PLL configuration, preferably via VPN or an alternate method with comparable performance and security. GISinc will configure Cityworks PLL into the City's existing Cityworks environment (v15.2.6). Further detail and logistical coordination will be communicated within the project, but the strategy will include configuration at the production tier with database restoration into a development or testing tier,where the City staff will be able to test and accept the solution without impact to production users. GlSinc can work with City technical staff to restore the database or, if preferred, we can complete the task independently with appropriate permissions to the target location are granted. Additionally, Cityworks Server relies on services (map, geocode, etc.) delivered through ArcGIS for Server.GISinc will help the City identify the required services and guide the structure/content of those services, but City staff will be responsible for designing the specific cartographic presentation and behavior of the map services according to localized preferences. Exhibit A ( ISinc I City V( IN I (itywork'PLL ImplenWnt:ttuon I g,iru (Cm Ic Jinc Inspired by Location By the end of this task,the target environment will be in position to support activities directed more specifically at configuring City processes into Cityworks PLL. Deliverables: • Successfully Accessed & Prepared Environment • Strategy for Configuration& Lower-Tier Restoration Cityworks Configuration The configuration of Cityworks PLL involves not only capturing and encoding workflows(permit types, workflows, inspections, etc.), which will be documented during the requirements gathering workshop, but will also encompass incorporating base information about the City such as people, groups, fees, and associated pick-lists and data inputs. With respect to the core workflow configuration,we will leverage the documentation and information gathered in the Discovery Workshop and finalized during Design to drive the functional configuration. Given the granularity of the configuration, we will also work with City staff throughout the implementation to ensure we have understood and are accurately reflecting processes within Cityworks.To accommodate estimation,we gathered some information from the City, but also made a few assumptions to help bind the scope of the implementation.As such,we have based our proposal on the following: • 25 Core Workflows/Permit Types • 8 Custom Checklists • 20 Case Data Groups • 80 Simple Fees • 160 Hours of Crystal Report Development • 40 Hours of User Interface Customization As the configuration requirements process is finalized, GlSinc will coordinate with the City if there are significant deviations from the assumptions documented above to prioritize or reconcile the requirements against the scope.Within the context of any project of this type,the team will inherently identify processes,workflows or general information that may influence the direction of the specific configuration items in a way that was potentially unforeseen by the City and unplanned by GISinc (e.g., new permit types or work flows,additional reporting, etc.). Given the highly variable nature of report development, we have proposed an explicit block of hours that will be directed to all efforts associated with creating, refining and publishing the City's reports. The number of hours allocated has been roughly derived from an estimated number of reports the City may have or desire, but the content and layout of the report can result in something as simple as an hour or two to something as extensive as several days. GlSinc will attempt to help communicate such variations to allow the City to prioritize where the hours are directed. Additional hours can be procured through a change order or a supplemental contract, if necessary or desired and strictly at the City's discretion. Another element of Cityworks projects that is commonly referenced and discussed dips into another tier of customization and focuses on the manipulation of the user interface or application behavior Exhibit . w.r.p"o`y,.. .Y51k-- _ ..:�Y:7'kC':r.. _,. - .. _ .Ft:^'. �•Yf i IS inc Inspired by Location (via XML alterations, JavaScript injections, or backend SQL triggers), which can be a powerful component of a Cityworks implementation to streamline forms and data entry. The software interfaces are highly configurable and, as such, we are proposing up to 40-hours toward XML-based User Interface modifications within the context of this implementation. The team will discuss the desired changes and help prioritize allocation of the dedicated time. Any requested changes that cannot be completed in the designated block of hours can be documented and addressed within a subsequent phase or supplemental support structure.The designated hours are specifically targeting user interface modifications and must be used prior to final training. With the completion of this phase, the core configuration of the software and environment is effectively in place and functional. Workflows have been represented through the configuration of permit types, workflows, and case data, and the system is functionally ready for initial review and testing by City staff. Deliverables: • 25 Core Workflows/Permit Types • 8 Custom Checklists • 20 Case Data Groups • 80 Simple Fees • 160 Hours of Crystal Report Development • 40 Hours of User Interface Customization Legacy Data Migration The City has valuable legacy data that resides in Pentamation, but as the City migrates to and consolidates business process within Cityworks,that legacy data needs to persist in order to retain historic information and preserve the value of the data. GlSinc has helped communities across the country migrate data between systems and, as a result, we have established a reliable and repeatable process that is effective independent of the source and target systems. The process GlSinc has established is systematic and has proven applicable to a broad range of data projects spanning diverse data formats, schemas, and systems (both commercial and homegrown). Conceptually,the approach is straightforward and encompasses a crosswalk of source (Pentamation)and destination (Cityworks)schemas to allow identification and documentation of the table,field, and values maps that can be captured into the logic of an ETL(Extract,Transform, Load)script development process. The process is executed and the result evaluated/validated iteratively,if needed,to refine the migration. Exhibit A os,„4 t 1, It-I I (!tom). ,,I l l knpl,mu:nt3Uor I r!itiinc corn I fI vC f,nvx7 s,r;-'rzA 'iiM•.�°-MsY':'>tfiit.Sc*?�.fir--,.� ,•---`r'�•_.,m:�:.. _'irk 410.. '.4 • : 3 '?.•Mr - - . rr• 'ti,'".' -.own voBtYS•.. _... - . ISinc Inspireaby Location Source qdW•a".+ schema Crosswalk • Table 1 Table A Table A F Table 2 ''c I F Table B fled r . Ilrldl F Table B • r Table n f Table n Fie!d 1 I rIJ1 --. Field iTable '• Fled - Field ikld_ iietd! / Fietd 2 I I i k 41 /\ r.weA I I1N„ Data anomalies or issues with integrity, accuracy, or completeness in the Pentamation data will be propagated into Cityworks unless City staff elect to undertake a cleanup effort in advance of the data migration. GISinc can inform the City of such issues as revealed by the crosswalk reviews, but the process ultimately assumes that the input data should be translated as is into Cityworks and GlSinc has not included any time for data cleanup or creation/generation. Deliverables: • Schema Crosswalk Documentation &Reviews • Final ETL Scripts (Referential Only) • Designated Pentamation Data Migrated to Cityworks Integration with Laserfiche The City has been engaged internally in interdepartmental discussions to finalize the vision for a Laserfiche integration and has recently shared with GISinc the core functional objective. Fundamentally, the objective will be to have an integration that automates the transfer of documents attached to and accessed within workflows in PLL into Laserfiche. By this design, Laserfiche serves as both a consolidation point and an archive. GlSinc has worked with Laserfiche in the past, facilitating integrations with other applications and interfaces and, as such,we have comfort and confidence in undertaking the desired system integration. At the same time, and in talking with our team of Developers,additional functional detail and clarification can have a significant influence over the integration design, including such topics as: • Focal data elements—supplemental data/inputs involved in the integration • Directionality—unidirectional push or pull, bidirectional flow, etc. • Trigger events—on attachment/insertion,with modification, deletion, etc. • Frequency—periodic, near real-time, real-time, etc. • Mechanism—APIs, database views,monitoring services,transient flat files, etc. • Technology—services, database procedures, etc. and alignment with local convention Exhibit �2 ° 6'7 ISinc Inspired by Location • Business logic—raw data movement, logical transformations, etc. Additionally, the GISinc strategy toward integration involves collaboration with the third-party vendor (Laserfiche, in this case)to confirm the availability of methods and access,which helps to ensure that our integration designs conform to best practices that are optimized with inputs from the software developers. Based on these discussions and a description of the desired functionality, GlSinc is proposing an integration that leverages the Cityworks XML customization and the Laserfiche REST API. The integration will take the form of a custom button to be added into the Cityworks interface through which users access attachments to allow the users to archive select attachments to Laserfiche.The button will trigger a simple dialog listing the available attachments associated with the selected Cityworks activity. Users will be able to select the desired file and initiate the automated archival process. Only one attachment will be archived at a time and that attachment will be removed from Cityworks and moved into Laserfiche as a single, defined web form (item type) with up to 5 associated metadata items or attributes. Upon successfully archiving the file to Laserfiche, a hyperlink will be added into Cityworks to allow persistent history and access to the documents.The process will be facilitated by a single identified account used as a proxy for authentication to Laserfiche and will not require (or support) individuals to authenticate directly. Based on discussions with the City, we recognize that some additional integration behaviors may be desired, and that functional clarity often emerges after seeing the initial baseline integration in action. Accordingly, GISinc will develop the Laserfiche integration as described above, but we have also included up to 80 hours of additional development time to address functional enhancement or extension of the integration. The 80 hours are intended to be used within 90-days of the initial release of the Laserfiche integration to the City. This time will be used to discuss, design, estimate, and work toward completing development requests. Each request will be assessed and estimated to allow the City to prioritize and authorize the additional work. GISinc assumes that the City has the requisite licensing to support the integration, including access to the Laserfiche APIs. Deliverables: • Final Integration Design • Cityworks Attachment Archiving Integration with Laserfiche • 80-Hours of Supplemental Development (within 90 days of initial integration release to City) Integration with Avolve ProjectDox Avolve has an existing integration with Cityworks to accommodate interaction with and access to the ProjectDox plan review software.Accordingly,GlSinc is proposing services to facilitate and coordinate the Avolve effort to help ensure seamless association with the underlying Cityworks PLL. The GlSinc services will not include core implementation or development activities, but rather technical and logistical Exhibit _A__.. os,f,i 1 City of(,nnml, IN 1 (Ityv,orkc PI t Iniir1r1t4.ntdtion I gisinc(ono I ISinC Inspired by LOcation guidance and communication-based activity.Avolve will be the primary implementer for this integration and the City has already obtained the associated quote and proposal for the services directly from Avolve. Deliverables: • GISinc Coordination, Communication, Facilitation Integration with App-Order (MyCarmel) The City has been using a mobile application developed by App-Order called MyCarmel for citizen requests on various issues to various departments through the City. Additionally,the City has established that on a go-forward that they wish to continue utilizing the MyCarmel application for these requests, but ultimately a method of automated connection into the City's asset-management system (Cityworks AMS) would be optimal. Ultimately, having this type of connection would optimize departmental routing and creation of services requests for the City, and would mitigate erroneous routing as well as delay of entry. GISinc has spoken with the MyCarmel application vendor, App-Order, and has reviewed technological documentation to gauge feasibility of creating an automated connection. Based upon the spoken, understood, and written contingency that App-Order will produce an API that GISinc could access the proper endpoints for the report details and attachments then an integration with Cityworks AMS is feasible. Upon the release of App-Order's API containing the required data points, GISinc will setup review meetings that crosswalk the data being exposed from the App-Order API to the corresponding fields within the Service Request to validate that the proper information is able to be obtained and populate the appropriate attributes within a Cityworks Service Request as outlined by the City of Carmel. Upon confirmation, GlSinc will finalize the design document of this integration and the finalized document will serve as a guide for GlSinc to programmatically develop the integration. Integration Functional Elements: The functional elements of this integration begin with several requests that users of the MyCarmel application can select. The City of Carmel has expressed the desired ability that a MyCarmelApp request is selected (or reported) that it's routed a) to the proper City department, and b)the corresponding Cityworks Service Request automatically created. Certain information,from the MyCarmel request (report),would need to be populated in the Cityworks Service Request from the item. This information would include: MvCarmelApp Attribute Cityworks Service Request Attribute Department (being reported to, ex. 79029 is the Streets Department) Category Issue to Report (differs by department, ex. 79039 is Property Damage Service Request issue from Streets Department) Template Take Photos Attachment Text Note Notes Reporter Caller Name Caller details Email Caller details Exhibit ___ J .''D .' ;w. 'et . a'..a•'k k s '!a�}.?C:� '•,„ w: _.b4is :iJ 7w° ?f r' ISinc lnsprcdby Location Phone Number Caller details Location (GPS Location) X/Y in State Plane Coordinate Address (If provided) Address ReportlD CustomData field (created by Carmel) End Result: The Cityworks Service Request is created and populated with information from the citizen submitted issue in MyCarmelApp. After initial review, City staff can then create and assign appropriate work orders, inspections, or cases based upon the information provided within the Cityworks Service Request which is being populated by information submitted in the MyCarmel Application. An example of this would be: Citizen,Steve Smith, uses the MyCarmel Application to submit an issue with drainage near his home. A drainage issue being reported to the Engineering Department's(79028) with Drainage(79032)be the actual issue. Steve Smith's reporting information in captured in Set Location(64791), Take Photos (64792), Text Note(64788), and Reporter(64793) which has sub-types of Name (64797), Email(64794), Mobile Phone Number(64795). Upon submittal, this information would dynamically populate a Service Request for the Engineering Department for a Drainage issue. The City would then decide which action work order, inspection, or case would need to be assigned to this reported issue. Any of these actions would be linked back to the originating service request. • Deliverables: • Final Integration Design • Cityworks Service Request Creation from App-Order(MyCarmel) Report Submittal PLL Public Access Portal Implementation The City has expressed interest in an online tool that will allow the public to apply for and track permits online,through a simple, easy to use,web-based portal. Cityworks offers such a tool in their Public Access add-on for Server PLL. This add-on is the citizen's portal to Office and Field for PLL, allowing them, along with contractors, to apply for and track the progress of permits. The typical workflow for the Public Access Portal is as follows: • Can be accessed by users who have setup a registered login ID,or who login as a guest user(guest account submittals can be disabled if desired). • Once access is established, the user can choose the type of permit they would like to apply for, assign it a spatial location,then proceed to complete the subsequent application sections. • The user completes the application details consisting of People(Owner),Contractors,Data Group (Property Details),Attachments, and Payment. These are the same data details that are present within the Office version of PLL, and as such, will be populated from the application upon final submittal by the applicant. If the applicant has an established user account for the Public Access portal,their home screen will display all permit applications they have filled out or submitted,whether closed,open,or incomplete (filled out, but not yet submitted). The user ,!S!n. I t" ',.,:t(.,:tint, INN i (itiwor l..s PI I Iniplennt•nt.iri•ri I 'Kitt runt I Exhibit ,.. .- ... --"'>r,-•r.+.-t..+r... 97_7% it Tr. F... .. -'•'•i-4 _ . ^+x. - ISnc Inspired Location will also be able to view the workflow and be able to track the permit approval process, not just by status, but by following the same task list the internal office staff update. In addition to viewing the submitted permits in list form, the portal offers a map view of the user's permitting activity by geographically representing each permit on top of a base map using the XY coordinates derived from the address the applicant assigned to the permit at submittal. In addition to tracking the progress of a permit, the user can also choose to request, check the status of, or cancel and inspection request. Configurable Permissions: While the Public Access portal for PLL offers a number of available functions, the City will have control over what information is configured and seen through the portal. If it is the desire of the City to not exposed certain content of the permitting process—workflow for example—that option is simply disabled, hiding it from view. This same idea applies to all aspects of the portal; it can be as robust or as scaled down as it needs to be. Cityworks' Public Access portal is designed to put the application process in the hands of the citizens, thereby offloading some of the workload from City staff. Within the application process, and with most of the portal features enabled, the time spent performing data entry is drastically reduced. In essence, City staff would receive a new application, review it for completeness, then proceed with processing — whether that is reengaging the applicant,or promoting the application to the next phase of the approval process. GISinc is proposing to implement the PLL Public Access portal and configure it to allow applications from citizens and contractors for each of its permit types. We will deploy the out-of-the-box application to include configuration of the default payment gateway(PayPal). Additionally,the approach we propose is will include up to 60-hours of customization (UI or development)as identified by the City and supported by the Cityworks platform. This will require the City to have a PayPal account for payment processing; GlSinc will need the PayPal account information to perform the configuration. Deliverables: • Cityworks PLL Public Access Portal • Configured Payment Gateway(PayPal) • Up to 60-Hours of Customization (to be completed prior to production release) Acceptance Testing&Approval The acceptance testing phase is perhaps the first time that participating City users will have an opportunity to get hands on experience with the Cityworks PLL software and,therefore, most if not all will not yet understand how to use the software. As such, GlSinc introduces our first training opportunity in the testing phase, what we refer to as preliminary training. The preliminary training structure is proposed as five (5) days of onsite training sessions, targeting a subset of power users who will be participating in the testing and acceptance process, and who can verify the system configuration meets the approved configuration documentation gathered within the Design Phase. The format is designed to provide an orientation of the system at the end-user level (administrative training will occur during the final training)with the intent of providing enough familiarity to facilitate Exhibit A . • -ly: ,.:is+f:. a{.q�_ .... ^,t,.o.:`+__*£,i't..-. ....;_.. _-; __. .__a��� "4s.,.4'. t:a. <SY'A_. IS inc I spredby Locatio testers comfortably evaluating the configured workflows against those that were described to GlSinc in the requirements documentation stage. During the acceptance phase, the number of users is intentionally constrained to streamline the process and allow the iterative refinements period to advance efficiently.Any feedback from the City regarding configuration and system behavior will be tracked in JIRA (an issue tracking product leveraged by GlSinc) to ensure that comments are managed in a consolidated way and addressed systematically. Each issue or comment will be reviewed within the context of the agreed upon configuration documents to determine whether they are defects or revisions and will be addressed accordingly.Any input that is traced back to system or software design can be submitted to Cityworks for inclusion in their list of defects pending resolution or for consideration in future development cycles. Any City-requested deviations from the approved configuration documentation will be handled within a subsequent phase or supplemental support structure. The testing process detailed is designed to span the duration of ten (10) business days following the last day of the preliminary training session. In turn, GlSinc will spend up to one (1) week of follow-up configuration revisions based on the feedback received. GISinc will accept one consolidated set of feedback per week of testing(for a total of 2 submissions).The team will review,qualify, and address each item accordingly. Once the final feedback is received, no additional requests will be accepted and GISinc will have one week to make any final or outstanding refinements. With this process completed,the project is ready to enter the production implementation phase. Deliverables: • Preliminary Training(5-days Onsite) • Testing Support(10 business days) • Feedback Tracking • Iterative Configuration Adjustments • Final Configuration Establish Production Environment Given that the City has an existing implementation of Cityworks and the configuration of PLL will occur within that deployment, establishing the production environment in preparation for release will largely consist of activities related to confirmation and access, rather than installation and deployment. Following acceptance of the Cityworks PLL configuration, GlSinc will work with the City to identify and coordinate a time for the configuration to be readied for production utilization. Software configuration release should be able to be performed with no impact to users, and therefore, the final steps of the production implementation should not require system downtime. However, if downtime is identified as necessary, GlSinc will work with the City to identify a window of time for the final implementation that will minimize disruption to end users(such as after hours or on a weekend). The project team may coordinate a special backup for the production system, depending on local convention and practice,to have a benchmark before new data starts to flow into the system. Deliverables: • Completed Production Configuration Exhibit A GISin. I Ciryof (.vrroe!, IN I Crtvwo!F..Ptl Implrqtww•ntiilrort I tlr',ntt Con, 1 7C L IS inc Inspired by Location Administrative&User Training Whereas the preliminary training event is aimed at a subset of power users and designed to provide a base level of comfort,the final training event is intended to prepare the City to start using Cityworks within day-to-day business process and across the broader range of users.As such,GlSinc is proposing a 4-day onsite training event, with one additional day onsite to support the system going live, for a total of 5-days onsite. Additionally, the breadth of our experience has taught us that a strictly predefined curriculum may not appropriately accommodate the variable experience of the training participants or the local preferences toward structured learning.Accordingly,the specific distribution of time and content that comprises the curriculum will be collaboratively defined through discussion with GlSinc and City staff in advance of the training events. While the specific curriculum is yet to be defined, the content of each training event will ultimately cover the primary thematic areas listed below: • End User Training—Orientation to Cityworks interfaces, utilization of permits and associated workflows, people,fees, map interaction,dashboarding and reporting access. • Administrative Training—Review of the deployment process and the structural components and requirements of the application, administration of the application and associated ArcGIS Server services, configuration of permit types, workflows, data groups, and fees, database schema review, Reporting, maintenance processes, and more. The reference material associated with the training sessions is intentionally centered on the existing Cityworks Help documentation, but will be delivered through hands-on experience, which creates additional value as users can refer back to the material that is readily available directly through the application. Depending on the priorities and experience of City staff, additional reporting and/or administrative training sessions may also be desired. Additional fee-based training is available (and encouraged)directly through Cityworks for each topic to supplement the offerings within this project, which also brings a lecture/exercise approach that can resonate with specific learning styles. Deliverables: • Final Curriculum &Training Agenda • One,4-day Onsite Training Session with 1-day for Go Live support (5-days total) Production Release& Post Implementation Support The final step in this proposed Cityworks implementation is, effectively, to facilitate the release of the final system configuration into production use within the City's daily business process. Based on our proposed approach for final training, which includes one day of Go Live support during the week of training, GISinc assumes that the City will be prepared to release the system at the end of the week of training. If the City is not prepared for a Go Live with PLL at the end of the week of training,GlSinc will not return onsite to support the release event. Ourstrong recommendation is that the City release the system to users immediately following the training events to ensure that the information and experience they gleaned can be effectively translated. An extended duration between training and release can allow the training to fade and may impact the speed of adoption. Exhibit � �� . ; ? IS i nc Inspired by Locatio Once the system is readied for release to production use to end users, GISinc will initiate a post implementation period during which the team will provide up to 32-hours of support to be used within 60 calendar days following the final day of training. The post implementation support period and associated allocation of time is intended to address any issues that may arise that were not discovered or reported during the testing and acceptance process, which sometimes happens as users translate their testing into the daily routine. Exhibit A CitSinc I (it.v of C:rrrmot, IN { (i(‘worko,PI l 1m114+nwritmort I hr`i rc rr!n l �l�e�7 'r. •+s-n- , es• cP •.rr:r`.�:% "41!:' 2i •'x",.iF4 ?:,*ems 7`:"r 77. R1.- r-?r.• -mot. r 4htlINT _ qate,'vr ,, ISInc Inspired by Location S. Price & Schedule GISinc proposes the following fixed price project to support the City's implementation of PLL, inclusive of the services described above and travel expenses and based on the documented assumptions, detailed throughout our proposal. GISinc will invoice the City of Carmel on a monthly basis as appropriate and based on the percent progress made across the component tasks and project phases. GISinc will also provide the City with corresponding status reports communicate progress and support the invoices. Proposed Services I Estimated Cost Implementation of Cityworks PLL • Workflow Diagrams&Organizational Strategy Finalization • System Configuration(Users,Workflows,Checklists, Data Inputs, Fees, Reporting) • 5-Days Onsite Preliminary Training $254,500 • Acceptance Testing, Feedback Tracking,Configuration Revisions • 5-Days Final Onsite(4-days training, 1 day go live support) • Post Implementation Support(up to 32 hours within 60-days of final training) Integration with Avolve $ 11,500 • GlSinc Facilitation&Coordination Services with Avolve Integration with Laserfiche • Based on an assumed categorical complexity leveraging other integration $ 61,200 experience until functional requirements are finalized and vendor-to-vendor coordination is complete Integration with App-Order(MyCarmel) • Final Integration Design $ 66,600 • Cityworks Service Request Creation from App-Order (MyCarmel) Report Submittal Legacy Permitting Data Migration • Schema Crosswalk&Documentation $ 90,000 • Extract,Transform, Load(ETL)Script Development • Data Migration,QA/QC,and Delivery PLL Public Access Portal Implementation • Deploy Public Access Portal $ 57,000 • Configure Public Facing Workflows • Up to 60 Hours of Customization (UI Modifications,API-Based Development) GISinc Services Subtotal $540,800 Cityworks Licensing* Quote Cityworks Premium PLL ELA • Unlimited Quantities(Office, Respond,and Mobile Native App(iOS/Android)) • Add-Ons Included (eURL, Public Access for PLL, Cityworks Analytics for PLL, $80,000/Year Workload,Web Hooks) • Use of Cityworks PLLAPIs(Document Management API,Case API Basic&Extended) Azteca Software Licensing Subtotal $ 80,000 TOTAL $620,800 * Cityworks software licensing and APIs are quoted directly by and would be procured directly from Azteca. Exhibit _ �.. _ .. �: '!'Ct ff., ..-. '41 t'_" ',.n .....``,.'.>4 '..�"i:�:z.'..",.•j�F �f_ .. '1�.Y`�'._.. ...,. 3+:i':, - >> .:'r. '�1': .. _..... .. ,;�`".�.. _.. .__.. L '>a IS Inc Inspire;lby Location Quotation Terms and Conditions This quotation is valid for ninety(90) days unless otherwise stated, and does not include shipping or tax, unless otherwise stated. This quotation information is proprietary and may not be copied or released other than for the express purpose of system and service selection and purchase. This information may not be given to outside parties or used for any other purpose without written consent from Geographic Information Services, Inc. (GlSinc). Exhibit GIS!nr I l i!y or C,! me 1, IN I ( ilyv:ork.s PI l I nplNnxlni.itino I 'isinc tone I u ^r� ISinC Inspired by Location Assumptions The proposed pricing is inclusive of the following assumptions, detailed throughout our solution description and summarized below. • The City will acquire all necessary Cityworks licensing(software and API) prior to implementation. • The City will has not altered workflows documented in the Discovery Workshop(minor clarifications may be expected). • The existing installation of Cityworks will be leveraged (no new installation/configuration of software and environment will be required of GlSinc). • The City will not upgrade Cityworks or alter the environment during the implementation period. • City GIS will be responsible for creating and publishing map services to support Cityworks PLL; GlSinc will advise on content and configuration. • If using secured map services within Cityworks' native Mobile app, City GIS will be responsible for setting up each Cityworks user with (at minimum)a Level 1 user within ArcGIS Online or Portal to support Single Sign On. • All Esri solutions (ArcGIS for Server, etc.) are deployed and will be accessible to Cityworks, • The City has an appropriate lower tier environment to support testing and acceptance. • The City will facilitate backing up the production database and restoring into the lower tier for testing and acceptance. • City IT will be responsible for externalizing the Cityworks and Public Access websites;GlSinc will provide guidance as needed. • City IT will be responsible for acquiring and applying any security certificates needed to externalize the Cityworks and Public Access websites. • GlSinc has included up to 160 hours of time allocated toward report development (Crystal Reports),which are to be used in advance of system release to production. • The City is responsible for any legacy data (Pentamation)cleanup required or desired as part of the data migration.GlSinc has not proposed any cleanup, creation, generation,or manipulation of source data. • The base Laserfiche integration will leverage a single web form (item type)and up to 5 metadata elements. • The base Laserfiche integration will leverage a single set of credentials (user name and password) provided by the City to authenticate into Laserfiche. • The 80 hours of additional development associated with the Laserfiche integration will be used within 90-days of the initial integration release to the City. • All core work can be performed remotely via VPN or similar solution, unless specifically noted as an onsite activity. • City staff will be available to support the implementation in a manner that will support the mutually agreed upon schedule,which will be finalized collaboratively within the early stages of the project. • GlSinc will provide five (5) days of onsite preliminary training, and five (5) days for a final onsite to include administrative and end user training(4-days) and go-live support (1-day). • The City has available space to facilitate both the onsite configuration gathering workshop, as well as both onsite training sessions. 1.4 Exhibit '..gin{.7`TY` ,.?iYy ? ,."a„'?^atc.. .:, :•e .—i!^+T-.r"n`'}l Y:"'F•..,-VhV.{ ktaSa�, ,a,.....-'r .:'.: IS i n c inspired by Location • GlSinc is facilitating the configuration of Cityworks Server PLL only(any AMS configuration beyond what is required for the creation of Service Requests by the App-Order integration is beyond this scope-of-work). • The integration for the MyCarmel integration is contingent upon App-Order(vendor) being able to produce and supply an API with the requisite endpoints for report details and report attachments to GISinc • The City is able to configure Cityworks AMS Services Requests for data mapping from AppOrder to Cityworks • The App-Order schema and data match from the Report Details to Cityworks Service Requests • There won't be any data manipulation prior to loading the App-Order data into Cityworks • The App-Order integration is a one-way integration into Cityworks; GlSinc will not be pushing any data, updates,etc. back to App-Order • There won't be any additional report types or services requests mapping outside of what has already been identified within the workflow spreadsheet for the App-Order integration • App-Order will be passing XY location information based upon the City of Carmel's geolocator projection. GlSinc will not use the current XY being passed by App-Order. App-Order stated that this was possible. • The City of Carmel will test the App-Order to Cityworks integration within 10-business days and provide consolidated feedback on integration functionality • The City of Carmel has the Services Request API from Cityworks • The App-Order to Cityworks integration will be installed on the Cityworks application server at the City Exhibit /' a of t e. soft ware Subscription ProjectDox/OAS,Additional Workflow, and Server Migration Move from Superion to Avolve and Integration to CityWorks- Services PROJECTDOX SERVER MOVE AND INTEGRATION TO CITYWORKS Product Name Product Code Description Qty Unit Price Total Price Initial Assurance Services for Custom ProjectFlow PS PF.CINT Conversion of Advanced Integration 1 $10,000.00 $10,000.00 Integration from Trak-it to CityWorks for existing workflows Provisioning, Configuration and Setup Fee PS.C-SETUP4 Installation of Hosted ProjectDox&OAS 1 $4,500.00 $4,500.00 on Production and Test Environments. Does not include data migration. Assurance Services to assist with: - Data Migration for Database to new Environment -Reconfiguration Services to update connection strings and services for new environment PS AS Assurance -File Data Migration to new 2 $10,125.00 $20,250.00 Services environment -Restoration of integration connections from Carmel Environment to Superion Permitting System -Assurance Services can also be used for Report Writing, E-Form Changes, and Training. Server Move and Integration Total: $37,450.00 20%of Services shall be invoiced upon execution of Agreement. Payment for the remaining Grand TBD amount is due net thirty days(30)from project completion. Payment via EFT. See notes for Total: details. Travel and Expenses are not included in this total and will be invoiced as incurred. Notes: EFT Remittance: Avolve Software 1 Compass Bank Routing#: 122105744 Account#: 2519753300 PROJECT ASSUMPTIONS AND CAVEATS 1. This Project was scoped based upon purchase of ProjectDox Best In Class Workflow,understanding that the site will be hosted by the Customer and configured per established Best-In-Class standards.This understanding forms the basis for Avolve's pricing and the Deliverables to be provided under this Statement of Work. Any deviation from these requirements will require a change order and may increase cost or estimated time of Project completion. Avolve Software Corporation 14835 East Cactus Road I Suite 420 I Scottsdale,Arizona 85254 201708-1072 Exhibit 4 2qP 7 a ol e soft ware Subscription ProjectDox/OAS,Additional Workflow, and Server Migration 2. Avolve will have full access to all Project team members from the customer as needed to complete the successful implementation and roll out of ProjectDox.This access may require the team members of the customer to dedicate specific time to specific detailed tasks within the Project Plan.Team member tasks will be more clearly defined during the kickoff and planning sessions and documented in the Project Plan. 3. Customer and its third parties and/or subcontractors will fulfill any hardware/software requirements,as identified to allow communication between Avolve Software and the Customer's permitting system in a timely fashion in order to keep the Project Plan on schedule. 4. Customer and its third parties and/or subcontractors will fulfill the hardware requirements, as outlined in the ProjectDox/OAS Implementation Guide(a standard end user document that accompanies each version of the Software) in a timely fashion in order to keep the Project Plan on schedule. 5. Should the customer cause or contribute to the delay of any Deliverable,Avolve may elect to revise the Project Plan accordingly to compensate for the delay. 6. All parties will reasonably prioritize their efforts to meet the Project Plan schedule in order to achieve a rapid roll out model. In doing so,it is understood by all parties that multiple tasks may be in process at one time and Avolve may have more than one Professional Services team member working on the project at one time. 7. Client will provide adequate Project management for their own resources,and/or third parties,to collaborate with Avolve's project manager.Client subject matter experts and applicable users will be accessible and available in a timely fashion and for adequate and reasonable durations.Avolve will make sure that scheduling of interviews and meetings are adequately in advance of these resource allocations. 8. Avolve is planning to fully leverage ProjectDox as is, utilizing all built in configuration features to meet the business needs. 9. Any optional items chosen in the Purchase Agreement/Sales Order are not included here and would require a modification to this Statement of Work. 10. Customer understands that an ePlan Life Cycle implementation is a very significant digital transformation enterprise project that requires dedicated change management from the Customer's staff. This will be key for the success of the Customer. 11. Work will not begin until an executed copy of all paperwork is complete. Work will begin at the earliest possible date at which Avolve resources and Customer resources are available or as otherwise agreed to. 12. Avolve and Customer agree to cooperate in good faith to complete the Services and Deliverables in a timely and efficient manner. 13. Recording of Avolve provided training or UAT(user acceptance testing)sessions is not permitted. *Configuration options are as described by ProjectDox documentation and as evidenced by ProjectDox administration screens. Minor changes to Avolve ProjectDox Best Practices(Best in Class)workflows are changes to activate/deactivate and/or parametrize with variables,existing steps in the Best Practices workflows. Customization of additional products and modules are to be within the bounds and scope of the respective core product(s)and modifications are limited to those that are allowed by core product design. Avolve Software Corporation 14835 East Cactus Road I Suite 420 I Scottsdale,Arizona 85254 201708-1072 Exhibit 2 6.(pf --77 ISinc Inspired by Location 6. Appendix A: Cityworks PLL Summary Permits, Licensing, and Land (PLL) Cityworks PLL streamlines and automates permit,licensing,and land management processes while working with Cityworks AMS and Esri GIS.This allows you to view permit,license,and land data in the same application as work orders,service requests,and GIS asset data.Cityworks PLL and AMS records can also be linked together,which allows organizations to capitalize on the major applications of the Cityworks platform. Cityworks allows agencies to track permits,planning and development,engineering processes, business and regulatory processes,and code enforcement cases from inception to completion.GIS features can be tracked and may include parcels,street segments,intersections,addresses,or any other defined GIS feature classes. Most permits and applications span an array of departments,including building,planning,and engineering.Cityworks enables agencies to share and access information easily and efficiently, streamlining the application and review process across departments,and delivering substantially higher levels of customer service for contractors and citizens. Cityworks tracks all addresses,personnel,conditions,tasks,inspections,corrections,fees,and payments for any given permit types,which can include: • Building • Electrical • Mechanical • Plumbing • Demolition • Right-of-way • Utility cut • Fire and zoning PLL streamlines and automates work processes,including: • Application routing • Plan review • Fee calculations and collection • Licensing renewals • Workflow and tasks • Inspections • Management signoff and tracking • Reporting os+nc laity of Carmel, IN ) (ayucnk,.Plt Implonientauon ( Pisinc.com Exhibit A . 2 6oe 7 : �`:. �.- - - '*,;t _...,� „�n:FA'.T Ta; .,,.. �,.s� �. af,•. �+S.r--: tn".!k'y;;>7Z• ak +,i+; .� ^^.tn�.,..9.4Y-.Ki •?:3i .Ml`"_ _?. 7E inc in spired by Location • GlSinc is facilitating the configuration of Cityworks Server PLL only(any AMS configuration beyond what is required for the creation of Service Requests by the App-Order integration is beyond this scope-of-work). • The integration for the MyCarmel integration is contingent upon App-Order(vendor) being able to produce and supply an API with the requisite endpoints for report details and report attachments to GlSinc • The City is able to configure Cityworks AMS Services Requests for data mapping from AppOrder to Cityworks • The App-Order schema and data match from the Report Details to Cityworks Service Requests • There won't be any data manipulation prior to loading the App-Order data into Cityworks • The App-Order integration is a one-way integration into Cityworks; GISinc will not be pushing any data, updates,etc. back to App-Order • There won't be any additional report types or services requests mapping outside of what has already been identified within the workflow spreadsheet for the App-Order integration • App-Order will be passing XY location information based upon the City of Carmel's geolocator projection. GISinc will not use the current XY being passed by App-Order. App-Order stated that this was possible. • The City of Carmel will test the App-Order to Cityworks integration within 10-business days and provide consolidated feedback on integration functionality • The City of Carmel has the Services Request API from Cityworks • The App-Order to Cityworks integration will be installed on the Cityworks application server at the City Exhibit 27 6(' 7 ISInc Inspired by Location Cityworks is designed with built-in apps (Office,Tablet,and others) and apps built outside of the platform (including Respond,Public Access,and mobile apps for i0S and Android),which provide the end user with an optimized office or mobile experience using various devices.Office contains full PLL functionality and is designed for a desktop environment while Tablet enables PLL management on mobile laptops and tablets.Both apps utilize a JavaScript map that displays on a separate browser tab. Soto. W...r ►✓{t1Cw lea Kt• PYrwa UU Ya.. s•.•ar�rst• a•WYk.(S*.• 1 t•p.a•Awl S.W.• Y.. • Yut.(CY a.�e/. •(sr.f.c• .I',i W.rq✓ r.r.vl Sr..r r.. ..ri I.wL ... ....I.. .. ..• {. ..I.11lrl•..fl!f_. f 1 I ........... J +a.1. . ..r f•♦.f...l r-H..•• .. .. rl G O" wrest u.eLw aaaeia atlMfs —+ I B o tad. eeasntwrn Ie heal nut�+ I 1 a Q .. r.YC[� 01!:aYI37N l+ N 1(i e DI • ca Iwu 1Q .c..,w ty^•v+.•'✓y.•.r.•:•iaer5l t/MO 1.»0r9 1J50..s I..L as 1911127. 4tes.h lnaa Ob • N t I I-I s M 14, N 1 II_)s M L(b17 t •� L t a Idiom Labels loaLLL6 N.a toll+ raft... I. el. MIm 1 B'- , ldemilma bona Obi } 7 0 c•r.. •.sltnta !.•xla 11121 t� s..•. al.arn C(w-M•w s..•a.<.••. .ea.r.ae•.• Me al M ass.IaM n M4ft I14 Q Office for PLL—Summary tab Permit, License, and Case Management Cityworks gives jurisdictions direct control over their business processes.The basic structure of Cityworks PLL is highly adaptable and can be tailored to each organization's needs.The installation process takes the basic PLL package and molds it to meet the unique structure and needs of the organization.It can be configured to allow access by multiple departments within an organization, such as the legal department,encouraging coordination on code enforcement cases; or public utilities,allowing cooperation in the construction of water and sewer lines in new subdivisions. Cases track transactional data required for community development and regulation processes,and can be configured to provide flexible business management.Automatic notifications can be used to alert users,departments,and divisions when their task in the workflow is ready to begin. Additional methods are provided for accessing,searching,and editing case,task,and payment information.These include: • Case utility • Payment manager • Payment utility • Task manager • Task utility OiSi, c i City of(,howl, IN i f.ltvworks PI l 1111 entrnt.ltiolt ( rfitinx.roni I Exhibit /1 26fT 17 ISinC Inspired by Location Functions are also available to create associated records: • Link/relate to existing cases • Create related child case • Create related work order • Create related service request Customized templates help manage the required data for a specific process.As many or as few templates as necessary can be designed to streamline the development process.Basic functional forms are available which can be adapted to serve the organization's needs. For example,if a residential building permit needs the Inspection Request form and the final subdivision plat doesn't,their templates are configured accordingly.Likewise,code enforcement cases need the Violations form; pre-development concept plans don't.Each template is assigned only those forms relative to that process. Cityworks PLL core functions appear as tabs on the permit,license,or case document and contains panels listing appropriate data.These include: Address Flags* Payment Condition* Inspection request People* Contractor Instrument Related documents Data group* Licenses Summary Deposit* Main Violations Fees* Notes Workflow* * Can include default data Map Interface The web GIS-centric approach to Cityworks reduces the amount of land-data duplication common across city departments.The GIS is the source for land data in Cityworks.Users identify any asset and view information on parcels,zoning,surrounding areas,etc.,so long as that layer is available in the GIS.All permits and cases associated with features or X,Y coordinates can be queried and displayed on the map.Combining Cityworks items spatially with the detail of the GIS results in spatial reports that quickly provide the information an organization needs for decision making. Using map tools enables users to locate addresses,select features,create activities (permits,service requests,work orders,and inspections),determine route navigation,as well as perform other map- related functions.Active work orders,inspections,service requests,and cases are symbolized in the GIS map view,allowing for an intuitive summary of activities. The map interface includes a Tools menu,with favorite menu items anchored to the top of the map. Clicking the menu item opens that toolset.Favorite tools can be set and organized in Designer.Your favorites are remembered each time you work with the map and are saved in the database,so they will be maintained across different browsers and devices. Exhibit 2gA7 "<:. 5. 1 .•fir. ..-p.. - . k."M+4-'rWL'3• `•'?'r :.Reim lt4. t, :ewf,... ..W.n1C -v.' _..al,,.L !!..vtt,n :A,>r.. ISInc Inspired by Location J • 0 • . .. a %Q w :: • IOW P . 1 ♦ 3i • o 1 yid 1 i' . y f j • 4 4 11{ t; ti t rr ,1? c),U I ;Mire • MKS.* 1q.••• ISM MM. nRRR1F ,On.+.. vw %I 4.1 Y.f.l WM flAfIM ',WOW, Office for PLL—Map example of events and selection Map tools functionality: • Base Maps—Change the base map. • Bookmarks—Store frequently visited map extents. • Create Activity—Enables creation of permits,service requests,inspections,and work orders from the map. • Data View—View and modify records and attributes of features. Display,move,and edit events.View geodatabase attachments. • Editor—Edit the map. • Heat Maps—Display groupings of event layers on the map. • Layer Search—Select features from a map layer or search for and select work activities. • Legend—Manage event layers,set selectable layers,adjust asset visibility,control the transparency,and zoom out to the full extent of the layer. • Locate—Locate work history in a specific location. • Measure—Measure distance,location, or area on the map. • Navigation—Navigate the map. • Printing—Print the map. • Redline—Draw on the map using a variety of graphics.Drawings can then be attached to service requests,work orders,or inspections. • Routing—Add locations to the map to generate a route for navigation. • Selection—Select assets on the map. _•h, (Am( I t .r�'at i r,nu�l IN ( y��r( Ork'.{ LI (nrl)It�n1r'ni,l. uon I l�itilnr(owE�tl]ibit�__ 30 S57 t.-,.. -_.•.., _ --.m+.. -y.. i .:y:�i=li$' [ "{!N' s» _ �r .i - •_ .. ",1*"` r�. ��",r,r .ire,. .T'—�' r?*."r c. ., • .:. .-..AS cti1.S6""-... ..: ._. .--',�.Am. h�f< "' _ " r!' r :.. it3e!.yA��i�l �tb,. IS inc Inspired by Location Workflow The workflow consists of tasks associated to a case.Users can efficiently update all tasks assigned to cases from one place,moving the cases to completion.Workflow tasks can consist of Review, Inspection,and Hearing task types.Workflow functions include the ability to view,add,organize, and update tasks for a permit or case and move the permit or case through plan reviews,issuance, inspections,meetings,hearings,and so forth.Workflow tasks are assigned to templates by default; however,users can edit the workflow by adding or deleting tasks for each permit or case as needed. b,c.,. :t�.•.m [„•ucr.h ..,..ur,ih rhp,rr,.. �t. 7y '1t�� 3/ e�. Sn��Y '`y�"!at.L�"Kanartr�'�n:`�•�+��•�ro r`S� i1i' 1 Workflow C...tgc.. £.4_WELLCO rw'.•b.., I.0 cv St.! .: 155afo W.Weilnow a Lookup Winder..for COVectien•-r.1oidl.r;;.ro, — 0 )( ft toe.7.7 • 71�/ ,' J f,•r,r fi crtpvcrks.com . - • 6P. ❑e^ e.r.•411.• - Ranh Trio Ind c.w.1.. Corr«boos Lid AVLh Gt'a;'. ❑(_{ •remouto + I,cowgPss' ar I.12o 2.2,12 CI ..a....eel!1d....•4 aeefeto 3:171.1. 2To e .,,rn•.., • -..✓ •?:•10 2:0:• ❑p vI,C,ti,,,,,,,,.r , Task.APPREVIEW-Application Case Number:2014-137 ❑a .c. n ` '.,.,.. ..... . .. . Review ❑C n e , +mm Code Description Status :c +t: II f ; •I M It""00t Dtcum/nn.dn N Owatonna —fact- vow Comma LU,,,BLCL 3,33,3 supph v:.n:neo,'.r,on _k'.;.- - Q r Tablet for PLL—Workflow tasks, checklist popup, and corrections lookup window The workflow is affected by actions performed on each task.For example: • Close the permit or case • Update the status of the permit or case • Insert a new task or group of tasks Additional task functionality includes: • Attached checklists containing inspection steps,corrections,etc. • These are required to be completed to complete the task • Each checklist item can be marked with appropriate codes and comments • Notification emails sent when tasks become available,are assigned,or are completed • Inbox setup for tasks • Inspection tasks: • Can be scheduled,canceled,rescheduled,or reassigned • Corrections can be defined for checklist items • From the Inspection Request tab,inspections can be added to the list of tasks in the workflow • Hearing tasks: • Can be scheduled,canceled,or rescheduled • Can be automatically scheduled if the hearing schedule is tracked in PLL • Fields are available to store comments,time accounting,and corrections Exhibit r� 00 � �7 ISinc Inspired by Locatio Edit Task V n LTRt-SENT Task Coder REINSPI 30 n REIh5D3_30 Department Code: COOE_ENFOR Code Enforcement Division Code: N LTR2-SENT Assigned To: ,:onffn:e.r Lk Charlie Oliver » F.Q-INVCBZ Task Available Date:02/10/2015 12:00 AU N P.EINSP2 Target Start Date: 02/10/201S 12:00 AM in N RQ-INVCBZ Due/Scheduled: 02/10/201511;43PM In N LTR3-SENT Actual Start Date: 02/13/2015 12:01 PIt t N REINSP3 Actual End Date: 02/13/201512r01 PM t N RQ-INVCBZ Result Code:INONCO'IPLY _J » LTR4-SENT Task Complete Date: 02/13/201512r01 PM tl Task Complete By: er.o(t:cci 1 Charhe Oliver Task Type: REVIEW Hearing Type: Discipline Code: Lead Days: Reschedule After Days: Work Units: • t Checklist Attachments V +Add attachment... ® Remove all attachments Comments V Add Commer: Sort ceolficer 02/13/201512:01 Oil Item has tear rane..ad end d is OK to p,ocaed. Time Accounting Time Accounting-Empty + 14 4 D D9 ! Save ! Carcel Office for PLC—Edit task Case Utility Case Utility provides an alternative method to access and edit case data listed in the workflow. Searches can be performed to find an existing case or a group of cases to update. Exhibit GlSinc ( City of(cant•, IN Cflyworks PI I. Impltrmenl,ttfon gisincf.orn 2 . ..-7.1r Ann P,•';?>.T. ,.:�..-'� .. ... ti-sri:9 Re."2117 lettAISTettl& ISinC Inspired by Location ?km:Ler Tag Type � Typ■Ducripten `` Sub Type 1 Sub Type Descripber Fn;ect Code WILSON HOME( Project Description Vnlior H;mes Subdwiaion State �:StleC t-- � eccepteo Dete Fron+ 7> FuWwcsass Cases ❑ Search 1,Clear Select a Case to Update Res Sub Type T� Number Status El R-1FAM 3E18 CREEK SA,M.:OR R2011-44 ISSUED • R-1FAM 130a WOOD WA\ R2011-45 ISSUED • R-1FAM 21058RIDGEVIEWBLVD R2011-57 ISSUED • R-IFAM 1949 BRADFORD WAY R2011-59 ISSUED ❑ R-1FAM 1712 ROCKY MOUNTAIN WAY R2011-61 ISSUED El R-1FAM 613 HOLLY HILL RO R2011-69 ISSUED R-1FAM 1617 ROCKY MOUNTAIN WAY R2011-70 ISSUED • F.-1FAM R2011-85 COMPLETED El R-IFAM BOB ELA.KE CT R2011-99 ISSUED R-1FAM 1713GEETARO R2011-111 ISSUED (1 - 10 CC N 4 1 ., / N F ,•:r t• Displaying: 1 0- 10 Ode*ten,,,.,.. NIPS ease Tyr U. Nun fub Tyr U. Nen Case Number 0 Nee Nude In Sequent* 0 Other U None CQ Chanye Cie Statue To URemote Parent/Child Rea ionships 0 Delete Case And Associated Data (SuEtnit Cancel Tablet for PLL—Case Utility Payment Manager Payment Manager is an alternative method to access unpaid fees,deposits,or payment receipts found on a case.Payment Manager can be accessed when making a payment from the Payment panel (Summary or Payment tab).These search forms can be used to find a case or a group of cases by searching for unpaid fees,deposits,or payment receipts. Payments can be made with fees or applying deposit fees. Exhibit A- . IS inc Inspired by Locatio Inbox Recent v Task Utility Case Utility >> p Payment Receipt Fees Search Form - ' Number Tag .. - Tape Q Type Description Sub Type Q Sub Type rrl� Description Project Code Q1 Project Description Type Q Business Name l4. Status VIOLATION vI ❑ Start End LI Fees Due Date Search 1rersor I V Fees Payment ()Deposit Payment ❑r: plumber j s 5u0512 Ai tus 1- 2015-190 SE-1301 1413 Ketch Mom VIOLATION I j❑ Fee Code Fes Description V9 AmountPaid ''`,.r'. i O e SE-CL1RInS Re-Inspection Fee Class 1 28.75 0.00 28.75 0 SE-CLFEE Inspection Fee per Class by Quarter 0.00 115.00 Lit500 Total 28.75 -86.25 Displaying: 1 to 2 0'- 201S-19S 5E-1301 1613 NW 183rd VIOLATION Size; 10 f Go I H 4 5 1 > rl Found; 2 Displaying: I to 2 I Pay Now I Total Amount Due: -172.50 Tablet for PLL—Search for payments in Payment Manager Inhox Rocont v Task Utility Case Utility >> 41:11111111111. • p Payment Receipt Receipts Search Form Fa Receipt ID (Receipt File Name Receipt Date From: M To: ta !Amount Due Min: Max: 125 (Amount Paid Min: • Max: 'Balance Min: Max: Number Tag Type 1 Type Description Sub Type Q Sub Type Description Status F-Select-- A (I Search 11 Clear j — ----- ---- ---------------- Select Receipt Oats Login It Receipt File Name Amount Due Amount Paid Balanc4 O 8/5/2014 plladmin KSM_Recpt158_5_8_2014_pl... 125.00 125.00 O 8/8/2014 plladmin KSM_Recpt159_6_8_2014_pl.,. 125.00 125.00 L rx 10 Lai-i H 4 L 0 N Found: 2 Displaying: 1 to 2 I Viaw Receipt 1 GlStnc I City of Carntpl, IN ( CltywOrkc PI I Impletnvntalson I gisint.com I Exhibit i' . .. • - -,-7:.e-" +-R'.+.n: h">i .3._.T. -.,..:. y raxe.er,.4.4*-1,-fi^ 4..141 .44,,wA<r AM._, -' c^ ✓p •3::40,: --+%. IS inc Inspired by Location Tablet for PLL—Search for receipts in Payment Manager Payment Utility Payment Utility is an alternative method to access payments related to a case.This tool can be used to find an existing case or a group of cases by identifying an associated payment. Inbox Recent v Task Utility Case Utility flew PLL Case >> i, j''; ltIllii'• : Number Tag Type k"k Type Description Sub Type Sub Type Description Project Cede VJILSON HOMES L4K Project Description Wilson Homes Subdivision Status -Select-- sv' Accepted Date From. Sri To: Ei PubhcAccuru C35?5 Search C'ea' Select a Case to display the a fated Payments Rim Elkins L9 Number Status 1 P.-1FAM 3318 CREEK BANK DR R2011-44 ISSUED :R-1FAM 1308 WOOD WAY R2011-45 ISSUED R-1FAM 2105 BRIDGEVIEW BLVD R2011-57 ISSUED R-1FAM 1949 BRADFORD WAY R2011-59 SI SUED R-1FAM 1712 ROCKY MOUNTAIN WAY R2011-61 ISSUED R-1FAM 613 HOLLY HILL RD R2011-69 ISSUED c-1FAM 1617 ROCKY MOUNTAIN WAY R2011-7C ISSUED 5 _7 . H /. i _ �. , N t. ElTender Description Received Paid El CHECK Check plladmin 410.00 CHECK Check plladmin 1404.00 (]CHECK Check plladmin 120.00 O CHECK Check plladmin 50.00 ❑CHECK Check plladmin 75.00 1 Ei CHECK Check plladmin 50.00 <_,z•_ 6 Cic H / 3 .,1 ► M .!Delete Selected Payments Submit Glee' Office for PLL—Payment Utility Task Manager Task Manager provides an alternative method to accessing and updating tasks listed in the workflow.Cases or groups of cases can be searched by date range,available/complete options,and task type (inspection,review,and hearing).The resultant tasks can be updated with corrections, comments,and time accounting.The case document can also be opened using this function,taking you to that case's summary. _A__ -1:-.L.!_-._:,_;2_ , - 2, ,...„ 6 �l IS inc Inspired by Location • Tim to.k M....p, Search Panel uy.0 m u v,.,,. 4 r0.23,2911 a a.»nac pa�i, •lIUtC Cco,Ver 3010 • I A+ 9.0 Al et I PP ,t ..t N.. Search Results 0 DPW Action Man 29 ,aye... 0611_1.11::)rt - Office for PLL—Task Manager Task Utility Task Utility is an alternative method to access and edit information listed in the workflow.Cases or groups of cases can be searched by a variety of fields.Cases matching the search criteria are displayed,as well as their associated tasks.Options are available to delete or re-open a task,delete the associated time accounting,or delete notes for those tasks. Inbox Recent v Task Utility Case Utility New PLL Case Search PLL v Payment Utility Permit Task Task Utility'- - Number Tap Type Type Description Sub Type Sub Type Description Project Code Project Description Status [84ACT1Vf-- I Accepted Date From: ® Tot PublicAccesa Cain Seersil) dear Select a Case to display the associated Tasks 1That SubTvoe Ins --- Number Status J.-Bus LI L-299 Bt.-ACT1Va Size: 10 160 J H 4 I11vI N Founds 1 D:splaytng: 1 to 1 l]TaskCede Teek Oeacdptien Result Code Task Available Target End Completed Date ❑ZONINORVW Zoning Review APPROVED 1/23/2011 2/3/2011 1/25/2011 Size! 1 r 1 I � N Found:8 Ots tam 1 to 1 P Y 9� °Delete Selected Tasks C)Re-open Selected Task ()Delete Time Account Data ()Delete Notes Oats f Submit If Clear Office for PLC—Task Utility (ilSinC i (ity of(..,tr rnel, IN I (ityworks Pt t IrnplercPrttattott I gisinr.cons I Exhibit A l ISinC Inspired by Location Licenses Cityworks tracks new licenses,renewals, fees,follow-up inspections,and related processes.A typical business license in Cityworks uses the same functions as other items in the system with the exception that it is"flagged"as a business license. Cityworks can handle licensing for various business and professional trade activities,which can include: • Business licensing • Trade licensing • Health permits • Fire permits • Parking permits *a . — ----- ----- 1 0 IP./ NW. av HIC✓.n ku<.nil• IV.mO t•Y Wy� MIYy.e•Y.IM NaIOn. Nw M.�.:.• /•MSeYJ•rryti• LL.nun NIYHp . IIIIIIIIMNMIP a..w.tl •Ca.F.. lif.}K ....p.. I A11 NRu.I/I.CP •.• U QI's ta4 [-.- Mimi bid uo..<.a.a.,.. JO .....v1 c..�.-.✓e..,.n..n..n... nnw 1.+:4 •• ••'r- _D •CrJR hw•.`ml..n e.•.�rn.. 1.1 r. Sit(• n. gums...-M*sr n...i. Mp n:. ,..w .........r... . l.. �IN f1e a 'tD e LAW[ Wuaa. t.ac.d. QnoafaY Ida W+ - _ C.P. I-'t.•1 14.:.t. Fist CM.. ........u.. ........ . N. j1N .w.R,..a ..,�, ...1 EYb 0111 a.uua.. aueiP Vial. �+ �.,.,.A,..•<... .[!0 m:1 -..� •r.:u a:1a rals<r <......n N. I . .. .. .., + r•Cr c" .olsGh •.w CAT —+ Office for Pa—Business license example License functionality: • Business licenses can have"sub-licenses" that expire on the same date as the primary business license.The sub-licenses have associated fees that are added and removed with the sub-license. • Licenses can expire on a given date, on a rolling year basis, or on a specific month or day. • Users can manually change the license status to renewal,or the system can perform this action automatically. • Historic licenses and year-to-year renewals for a given business are stored in the audit log. Exirl bit ' .. ;Ya :. ..7;<... .._,.-:: 41:4--.. ..,s. _4.!.' rri..,=r:•... - .. ..�"':.. ...a�.r..a.. .._. rJ-._, _. -..._ +,rs_:,KeJ,,.._<J. ;...4_., �..IS Inc Inspired by Location Inspections Inspections in Cityworks are handled as tasks and can be scheduled,canceled,rescheduled,or reassigned.Sub-inspections are handled as task corrections defining inspection steps or checklists. Cityworks supports a variety of inspections related to the issuance of permits or code compliance: • Permits issued by the city,such as: o Building permit o Street cut permit o Food establishment inspections related to a fire operational permit o Construction and post construction site inspections • Code compliance inspections unrelated to current permits,such as: o Housing code violations o Tall weeds . • Recurring inspections such as those related to businesses or food establishments Inhox Recent v NewPLLCase SearchPLL v PermitTaskManager -. 1111/ • p Flags HIST_ZONE:Historic Zone[FLAG] InspReq v Case Type: OF-TAP Number: 00620 Status: PEND_CLOSE InspReq E.i`Requester Ner El❑ rLJr Reauester Name Nome Reaunsted Status 0 y Billy Lang 10/23/13 06:45PN Completed Sic:.: 10 I Go j H L_I H �y Found. 1 Dmpleying:1 to 1 ��.rr,e'. ia`°� la.s.'�k; y ?a 17.1:C 2j-,`i ' �t�f Mti e s fit{• • SW.I COMO M: a 114 Requester Name lily Lane Source Requester Phone 9705555553 Confirmation Id 163 ' Requester Comment Location Details {FF{ii: jj� 0.[ j i �F 1. r�it'�}�- }f t s.'i,C(t�.tl t`r'� 3 s�}�y .�i•s ` tyr Sava`'}It Cancel S�'%_.,,rl „�$.S ;:���#) }-71u..i�..fY,M,1� �ZS�I.f...7'�..�..��:��it 2./:d.�9'.�..1.!`h,:Y7��!�i°�ceasT rspedlon Inspedlon Description Inspector Status Scheduled Completed TRTPFINSP Water Tap Inspection•Finel plladmin Completed 10/31/2013 7/13/2017 Office for PLL—Inspection request and edit panel An inspection calendar is available through the workflow panel to display and schedule inspections. Display parameters include dates,times,inspector,and inspection description and code. Inspections can be scheduled using drag-and-drop selection of the task code onto the calendar.This function also includes an appointment interface allowing users to enter or modify the appointment details. (;15rrir I t isy of, , iot I, IN I Cityworl,, P[I Implement-%Ilan I ter inc cunt I Exhibit 3c7 IS inc Inspired by Location Address The location data is displayed on each case.Cityworks is integrated with Esri GIS,relying on the geodatabase as the source for all land-related items on a given parcel.The parcel feature class is one of the primary feature classes utilized by Cityworks to track planning,permitting,and case activities.However,any GIS feature can be attached to a permit or case. Default items such as the address,parcel ID,and X,Y coordinates are imported into the permit.The on-demand information from the map can easily be viewed and searched from within the application. Inbox Recent°`v New PLL Case Search PIT v » ■�I ,.'. j ti Address Case Type: R-1FAM Number: R2016-233 Status: ISSUED Address U(Address ID :.. I►) R y 0 Obiect Asset Type Asset ID a e ere 28943 PARCELS 1402302E1943E12 2301 DORM.DR S 10 I.Go_I 14 4 i3;i 1 11 r,0,d: 1 c spiayonq: 1 to 1 Edit Address v PARCELS.00A.AL Asset Type:PARCELS Asset Id:1402302894382 A 2301... Location: 2301 CORAL DR ObJectld: 28943 Address N: 2301 Direction: Street Fraction. Street Name: CORAL Street Type: OR Post-Dir: Suite: Cross Street: City: State: Zip: Plaster: ❑ Expired: ❑ Sa.e Can:el Tablet far PLL—Address example and edit panel Exhibit A J I 0 ISine Inspired by Location Contractors Cityworks stores and maintains information about contractors who do business with the organization.Contractor registrations or licenses can be tracked using a variety of data and contractor accounts. Inbox Recent v New PLL Case Search PLL v Permit Task Manager » Contractor v Case Type: R-DECK Number: R0201 Status: OPEN Contractor d ITOe -- —1 (1) 1313 O Business NameHama 0 GENERAL 84 Lumbar Company Cityworks Parent... Kottopelll Sprin... S:z>: 10 (-GoJ N I I :;1 1 N Found: I Displaying: 1 to 1 Edit Contractor s+ s sa ,yr,Comssey Contractor Type:1 GENERAL j Business Name: First flame: Crtyr;orks Last Hanle: Permitting Address:123 Main St Address?: Address3: City: kot:opelli Springs Zip: 15330 State:NM Home Phone: Work Phone:(801)939-9999 Cell Phone: • Fax:2010 Email:contractorq'ksm.com Comments:Mailed WC liability: INSUR.Exp.• 1/1/201 I Liability Expire Date:1/1/2011 General Liability:Allstate Liability Expiration:4/17/2017 License thine SL-101 Expiration: 9;30.201 1 Save Cancel l Office for PLL—Contractor example and edit panel Condition Conditions are used to track additional requirements as part of the case permit.A restriction can be put on the case if conditions are not met.For example,the permit cannot be issued until conditions are met,or a planning commission may approve an action item with conditions. GiSinc I (it.yofCarmr••I, IN I (riywl)rk:PLLlntpIt:mpnt;tion I t!iSnlc (urn Exhibit l ` qo ofC7 • •..;.r. .,p,.:r.,-n.="'.'�'�"' .1"..;^, ,,;..+n.. _ r:1^.rT'f . �!'i t 7x� t :'9"•q r,?'rt. s4,7c. T. r`Ti^-r IS inc Inspired by Location Conditions work outside of the workflow.While the workflow is typically used to track the tasks and workload of an organization's employees,conditions are often used to track extra tasks the applicant must complete to satisfy specific concerns,requirements,etc.Conditions can restrict case status changes to control phases of a project.For example,conditions A and B must be completed prior to issuing a permit,and conditions C and D must be completed prior to closing a permit. (nbox .,Recent v Task Utility Case Utility New PLL Case » . • Condition v Case Type: R-1FAM Number: R0209 Status: ISSUED ,I Code ds Complete Ira Co Description Applied Completed u EFIRES'RIN FIRE SPRINKLER REQUIRED 10/8/2010 ELANIDSCAPE LANGSCAPING DR AGREEMENT REQUIRED 12/20/2016 l7 ENATURLGAS NATURAL GAS PIPING COMPLIANCE SHEET 12/20/2016 I to BYARDLIGHT YARD LIGHT REQUIRED 10/8/2010 tI7•jr CUP Condictional Use Permits Requirsd 12/20/2016 El y FA FIRE DEPARTMENT APPROVAL REQUIRED 12/20/2016 'sss 6 I Go H 'I H , Tablet for PLL—Condition examples Data Groups Data Groups are used to collect information about the permit or case.Several data type formats are supported,including number,date,text box, comment box,yes/no,list of values,and predefined values. "^^ ': ,Hsui Pit C yPLL y.,•.•P L?t N0. q„ N N. DataCroup Cass L-E'U= UC tiJmt>_r. L-300 Stab.; EL-EXPIRED L-tfUS_LIC: Lktn.t.-Genotl❑Ude COMM Sew Ann PIa Pia u„b sins.n....n aum,•• rile.Mu.Mn of fmp"oreb. 4 1'U: n,•.t l COCO v.h,e 13.s000 Cult H V*n Of Venal.veed IS,Mamas Pv,..“: !• )CC, ♦,t :Cc:c ilk.. 3OM Office for PLL—Data group example Exhibit A ISinc Inspired by Location Deposit Applicants may be required to make a deposit,and those deposits can be tracked as part of the permit or case.Deposits can then be applied to any fees related to the permit or case.This panel lists deposits associated with a case.Functions are available to add,edit,view,and refund deposits. Inbox Recent v Task Utility Case Utility New PLL Case » A Flags Deposit v Case Type: R-1FAM Number: R0212 Status: ISSUED Deposit • U l Deposit Cod'v 1 ❑ I '3' Deposit Code Deposit Dose &momnt Paid ❑ 13 OLD-DEP Building Osposit 250.00 250.00 i250.00 ❑ U DEPCODEI Positive Deposit Code 200.00 200.00 I200.00- ❑ ei DEPOSIT Deposit 100.00 100.00 i60.00 350.00 550.00 10 I Go i N / 17.,i / N round:3 Drsplayrng: 3 • Edit Deposit if, s ec-Den Deposit Coder BLD-DEP Deposit Dose building Deposit Account Code: Deposit Type: Amount: 250.00 Comment: Deposit Fees no Entries Found � •. .... .. ..: ... .. .,. ... Sav_ Cancel Tablet for PLL—Deposit example with edit panel Fees Fees can be collected as part of the case or permit.You can edit or waive existing fees,or add new fees.The fee engine can be used to calculate even the most complex fee structures,including custom-built fees.Out of the box,Cityworks includes: • Flat fees • Incremental fees • Variable fees • Linear fees • Percentage fees • Minimum fees • Custom fees EXhibit City of C,t;rttei, IN Cityworks PII Impiw)ti 1latton Oslo(.corn it ".•,•;a'r:Y+: �'Yf�:l:....144•vt .:il'....'.$9Zvr`., .�'...".x_+',tsy,'}'t,�•Y;;. ,s:.. .. ..at!1...,.;r.rr;;^.'-.� Ago.,. "" N• ., S.•s:-H0!+iI$ArM1,.Nr,+1/5 ISne Inspired by Location Inbok•Floeent v;'New PLLCISP 3nm:ohPEI v Permit Task , 3na•`?I :i't. ``j Fees Case Type: R-1FAM Number: R0241 Status: ISSUED Fees u I Code ) t ❑ 0 Code Fee Description mount Paid '""+ !El i 'C-CCOFEE 'Comm.Conditional Occupancy Permit 100.00 100.00 ❑ El 'R•ELCSQFT 'Res.Electric Fee for Ne,‘Builds ❑✓ 75.00 0.00 1❑ aFCOCERT 'Res.Final Occupancy Certificate Fee 30.00 50.00 ❑ [r -R•HVcsQF-r `Res.HVAC Fee for New Builds&Addns 33.00 35.00 ❑ a 'R-NEW IL0C 'Res.hea Building Basic Fee 350.00 350.00 ❑ Q 'R-p(.ANRVW 'Res.Plan Re,ie:v Fee 25.00 23.00 ❑ El 'R-POOLFEE `Res.Pool Fee 25.00 23.00 ❑ B 'R-RES ST '1%State Board of Building Sods Fee 5.E5 5.85 ❑ E. 'R-SUBSD\G 'Res.Subsiding Fee 25.00 25.00 ❑ a R-EXCVTN Excavation Fee 35.00 33.00 r-a:.n•e r e•. 14,048.93 14,049.B3 Srae: 10 rail N I [1 ] I N Found:22 Ursplay,rq: 1 to 10 Edit Fees ,i Pu Fee Code:'C-CCOF[E Yemm Conthtiensl Occvpans Permit factor: Rite: I.. Quintity: Auto Recelculale: Q Amount: 100.00 1n,Oiced. ❑ Comment: Save Canoe' V Office for PLL—Fees example with edit panel Each fee code is assigned a type and then calculated as defined by the user and assigned to a template by default.Information in case data fields can be linked to a fee code for use in the calculation. Fee codes may include account numbers and can be overwritten by those with proper permission,be waived,or be assigned an effective date for the fee schedule. A fee may be linked to violations whereby the fee is automatically associated and added to the fee structure for the case when a violation is issued. If the violation is deleted,the fee will be removed if no payment has been made. Exhibit Lf35f ISlnc Inspired by Locatio Flags Flags act as messages that scroll across the top of a permit as soon as it opens.They can also restrict the progress of a permit until the flag is completed.This means no one can schedule inspections, update tasks,take payments,and so on,until the flag requirements have been completed. Inbox Recent v flew PLL Case Search PLL v " ®- Ct[Sle Flags FEE_WAIVER:Fees Waived[FLAG).. ONOGENERAL:GENERAL CONTRA 6'1140" Flags [flags,_ ✓ Case Type: CE-BLD_ZON Number: V0497 Status: OPEN Tablet for PLL—Flags display Instruments Financial instruments used for development and construction projects can be tracked as part of a case.This can include bonds,letters of credit,and so on.The release of moneys based on work completed or a fixed value for a project can be tracked and deducted from the total financial amount. Inbox Recent V flew PLL Case Search PLL Permit Task Manager » , Flags INS_EXPIRE:Insu Instrument ✓ Case Type: R-IFAM Number: R0009 Status: PEND_CLOSE Instrument • D. um Effective Expires Amount Released r• B BOND 1014/2016 400.00 150.00 • •ICI LTRCREDIT 9/26/2016 150.00 150.00 Total 550.00 300.00 S,fe: 10 L Go ' N 4 C.vl (• H F. end: 2 D.splaying: 1 to 2 Tablet for PLL—Instrument example Notes Notes can be added to each permit.A predefined list of notes is provided for easy reference and data entry,or users may create custom notes as well. Payment Cityworks has a built-in cashiering tool designed to manage financial transactions,and does not store the personal information (such as credit card or account numbers) of individuals paying fees. GiSinc City of i arntol, IN I Cit.::0,ks Pt i Iniltli'ntwit itioa n it i., . Exhibit A „ . ne_'.�->:, +!';-, �z.-�yt'�F?.1. .- XiC :�_s... - ,e• T:V.. '-'r”" t � _.._.._.,511" _Att• �`,"f'. '� =-,r:fi'ir.4.3.wc s\} ee. .. . ..... IS1nc Inspired by Location Cityworks records the fact a payment has been made.Running credit cards,charging accounts,etc., is handled outside the system. Functions are available to view receipts,view payments,edit the deposit,refund a payment,and add a new payment. i ti;InboX s Riecent Task Utility Case Utility » li A Payment Case Type: SE-1301 Number: 2015-198 Status: VIOLATION r .> I T�.nder ❑ u - <-7. Tender Reference Fee Code Deposit Code Date Pahl + ❑ 0 CHECK 12313 SE-REVIEW 3/6/2013 75.00 0 0 CHECK 12313 SE-CLFEE 3/6/2015 135.00 210.00 10 �.._60_� 14 4 Li �I 0 M Fuurnl . D.ersi ,.,•y 11ro 2 Tablet for PLL—Payment panel People The people associated with each permit or case are stored by user-defined roles.These roles can include applicant,contact,business owner,engineer,contractor,and so on. Inbox Recent;v Flew Pt L Cale Search PLL v Permit Talk Manager » 01111101111111PMF ^ People v Case Type: R-1FAN Number: R0209 Status: ISSUED People LI[Rota Code J ❑e 4, Role Code lam city —+ 1❑d' APPLICANT MURCHIE GENE KOKOPELLI SPRINGS I❑1 CONTACT SMITH RUBY H KOKOPELLI SPRINGS 10 Gc Office for PLL—People panel Related Documents Any file types can be attached to a case,and they are stored in the database or other network location. Exhibit 1,2) 0� C 2 IS inc Inspired by Location Inbox Recent v Hew PLt.C.v Search PLL v Permit Task Manager >> '�_ �.. A Rel Docs v Case Type: CE-WSW Number: V0204 Status: ISSUED Attachments v +Add attachment... lm Remove all attachments IJWeeds noticst.JP9 0:0:7 tc 142.18 KB '!I,:r el G,P1V I1DM1:1 r I illl V Office for PLL—Related documents example Summary The Summary displays all the information related to a case and contains the tools necessary to complete the sf /iv case.. s��� .M W... ..�.uv.1'�v /l(.. ...v..l.Is....A...4....•........... 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P.I ,..;1 N .. 100 . .• .u%I. .a1..•Inrt .r a•..r.u.l •I...WM I ea 1• ....•l 10Sr...,1 ❑e .-. bale. Were. 1..141. P.NMCNA s.l. so ti L 04 .,. .¢1 •U..>1011 µ IIta1• ..I<• '?D OHtr n. a:l11. root e 4 .•mall •14;i.>11t.1 n Cl r1d Ur etl. It.r 1<n eV , 0 4 .a. l<II.. I .II„1 A n.,A.1. c.1..1• •.., 1 0 . .-. ..r 11. . .. I. In.- _Cl a Isu.l noon .11njnasc —1 Cl <.1rit 111 ..0(II 1,0,a.. .It ;_.0a aw•I ...1W ..1,,:1111.'L 111•Ii•t VI .[..r N. . I N • L 00 :us .1,114 .:nt.•11.11.: INi.1 a..,A . rl x .a..... .,... ..,... ..., . . . . Office for PLL—Summary tab Violations Cityworks tracks violation types and municipal code excerpts for each violation.The Violations panel identifies the fee code,violation legal description,details of how the violation can be resolved, issuing employee,and date.A fee may be linked to violations and automatically associated to a fee for the case. i a Exhibit A . Lfg° 6-1 ,..:.v'Sir irAa}...-^iR7` rSL.'. . rot,- ''v rr:^-- '• rR ' ' .. ._ A gm -Vtt. _ .. ISinc Inspired by Location Inbox Recent v Task Utility Case Utility New PLL Case Violations v Case Type: CE-BLD_ZON Number: V0203 Status: ISSULU Elye., t ryeL__. v I r; ty I COin plats ❑ f0 O Ives Asisdathut Issued Completed ❑ CHIMNEY Chlmnfy 10/7/201D 10/7/2010 e �1n ear CLEAN BLD Building not dean 10/7/2010 10/7/2010 y❑ DRIVEWAY Driveway 10/7/2010 I G ! N 4liyI / N Edit Violations vy CtlsN.atD Violation Type:CLEAN BW Building not clean Fee Code: Violation Text: 1 •cry building shall be kept reasonably clean and shall also be kept reasonably free from any accumulations of dirt.filth, rubbish.garbage or other matter in or on such building,or in the yards court,, passages, areas or alley,connected v.ith or belonging to such building per 10-16e. Remedial Text: Issued By:tb:lls Tan Bdls Date issued: 10'7/2010 Completed By: Teri Bills Cannot Office for PLL—Violations example with edit panel Cityworks in the Field By sharing authoritative data with employees,customers,and others,the Cityworks platform encourages usage from outside the office environment,providing a system of engagement. Developed as an open platform using apps and cloud technology,users can access maps,view pertinent data,and create and update records from mobile devices. Cityworks has several PLL applications designed for use in the field:Tablet for PLL,Respond,Public Access,and mobile native apps for iOS and Android.Each has an interface different from the others, and are suited for the user,purpose,and device. Tablet for PLL is a core application built into the Cityworks platform.It offers full case management functionality and allows users to operate Cityworks in a mobile setting,such as on a tablet at a job site,and requires a constant network connection.Tablet uses a JavaScript map that opens in a separate browser tab. Cityworks Respond is an optional app which focuses on Office-based functionality in a mobile setting,such as on a tablet at a job site.Respond uses a JavaScript-based map that opens in a separate browser tab to maximize screen space.Respond enables mobile users to display,create, and edit service requests,work orders,inspections,and cases. Exhibit ISine Inspired by Locatio Respond requires a constant network connection,and is designed to maintain continuous,real-time updates,and create and manage aspects of Cityworks from a remote location. n 4t... • 10 wax .. .... u.y....t.l,.. , holy . is s retry ■ lists O MA," Respond—Case edit Mobile native apps for iOS and Android are optional products which allow Cityworks to be used in a disconnected environment. These apps allow users to create work orders and inspections,and edit service requests,work orders,inspections,and cases.Users can also view work activities on the map as well as add comments to work activities or mark them as completed.Assets or tasks associated with work orders and cases can also be viewed and completed. These mobile apps can also open cases in Office or Tablet if those applications are being used. The iOS app can open cases in Collector for ArcGIS,which requires Cityworks Single Sign-on,Portal for ArcGIS or ArcGIS Online,and a web map. Map 111111111111111111112111111111111111 w yy • 4. 41. +iltiniC Exhibit I City of Carmel,IN ! (Ityworkc Ptl I mplomentation pisinc.cool IJInC Inspircdby Location Android app—Map Inbox Case (] Description /R201G-233 • Lemon Grove Permit Res.Permit • New Single Family • 2301 DORM DR (0 o1 1 Completed) iOS app—Case example Public Access is an optional app which is the citizen portal to Cityworks PLL.It allows citizens and contractors to apply for and track the progress of permits and licenses,request inspections,and pay fees. Frequent users can apply for a registered login,making searches more efficient.Others may log in as a guest.Users may access their account information,open the user menu,view both submitted and incomplete applications,and begin a new application. Exhibit �1 LfC7 � ? IS I n C Inspired by LocatiO rCityworks. Message Board �+ 1.New Application Submitted Submitted Appbcationc Ito 5 of 63A.t..n,•, > '{ �. 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Ore 23.201/ f e'I 1111*Aef T' le (AI Aeelcai A)11e• 1 n•. p 7 W cFlle I Public Access—Home page example Searches and Reporting Cityworks includes extensive search capabilities which are used to look up histories,records,and other items.Apart from standard ad-hoc searches, Cityworks allows users to search by field or by multiple fields; nearly every field in the database is linked to the search tool.Search results can be exported to Microsoft Excel and saved as a document.Frequently used search criteria may be saved to a user's profile and added to his or her inbox,or added to the map as an event layer.Cityworks also lets users search the GIS directly,allowing them to find and view permits attached to specific assets. The search panel is organized into tabs of searchable fields.Users can also select desired display fields and sort the search results by a specific field with descending order option.Search criteria can be entered onto any of the tabs prior to performing the search. �,IS", I Clty of(arnif'I, IN I CtlyVn)rk,PII Implt,mc'Illapoo I gi:llu coin i y.,•.. -•• -->_ .yf ."+'-YMsirt",ed:rt•Ss ;A•;: ..ef t`.P . " r' cfl. ISInC Inspired by Location lnbox Recent v TasklRlllty ease Wiry !kW MU Case Search PLL Payment May IA 8dseth J Clear t ,Open a Sate AS... (Rural Nanb Query type CEELO-ype a.n•ra Toe CE•ELCJC+a ra•Con: Wale FMNe In Search Results SubT,pe S•-br,,.on: Sc" ~ Nutt-0 Loaaoar Ca• id P P.ej.d Cede P.ul.d Cesa Type De-u'Gtim Ddrun Tee Cm,une^7 kultayee SubType Nu r ctcn Tap ScbType Debut Tat acoe:'ed B, .ti❑ TG' n, Ned red iy .Li Preyed Cede Najd Osiotten trcmr,.d G, .E acted✓/M Acc dkd Die las•.ed Bi ❑ FMssted Ev (dated Date L.phecen tan r3 P,.,, asoUnd By y r .swrf.d Trine • Ash Fields Vis.b!e In March Resulb• P.tli JFp Cam Payment fields Visible in Search Results it Mosinee,License - Viola Ian F eldf Vleibie In Search Results 1e lI re labone•V'al>ibn Type lIEn. VbYTealrees-Veg.*,T VCMus Rem.del Tess T)p. Credal VoMee%• Slate ld 1,1140,111 N Prcpie Fie lie VI'tie In Search Results• Cafes with Ralaed Mams.{ _ Condition Fietds Visible In Search Results■ Related Cares 'honleden . CanfaCbr Feld%VI.,El.in Search Results P.aa%W Map Layer Fields Visible In Search Results II Map Layers Cesprdln5 vl Tablet for PLL—Search engine In addition to the ad-hoc search engine described above,Cityworks is integrated with Crystal Reports for detailed reporting: • Reports are uploaded to the system for immediate access. • Reports can be defined for each template to facilitate printing documents associated with each permit or case. The Cityworks e-URL add-on enables sharing of maps created through case,inspection,service request,and work order searches.This application generates a URL(web address) that can be used to display an event layer on another map outside of Cityworks. Administration and Security PLL Admin is the interface which provides all the controls,settings,and security whereby PLL can be configured,organized,and maintained. Exhibit • ISine Inspired by Location Inbax Recent m New PLL Case Search Pit m Peimlt Task Manager New Rgue.st m » ---- - In ❑ A then&tkwg.tions .. Serodty Roles Orpaniistions u[Role Code —: -a ' Departments ... ...._ .._. _-.. ..-. .. _ 0 13 e Roteecds Detcrlotton Erolred ♦' f O nslom • 0 s ef AD ain All ob,atn Se<urlly Rdn 0 i1D_USEA End User Users Habdajs ❑ " AV'B DI i'. Disnnm0 role Template Setup _.. .Y. iQ • O• COMPACTOR Comnaor rots I rr 0 • u CODE E FOP Core Ent:rcem•nt Asks k Inspections vChiUlst Setup tI--sa - 0 • IJ EUILDIAG fun(:ns y — 0 • ru ucensina uceuinp • • Fees hCase Data v ry Olt,_DECO Salk liaised Dena b4 I. Adddional Template Items v u - rill - - - - 10 I G., H 4 Idsr.l► N c,,,,ni.c u..w'-,r•••7 t a:c People Contndors , Holiticallons v a {'1 -•I t a�1 Edit:Security Roles Ss.e j.Cep el 1a Public Ace*is Setup 8�::. 1P•_Vsla role ID2 f1'fleals v Aole C::a E`.D_Uscr Land Setup ce,u:,r:;n End User L'AR Cases ofthated Cases I a,c I -„i... 1 Li2L211.1u3SSesall.r_rs._1se_cttt Casts (!'All Tasks()Salaatad Tasks iS: r.r•e l>r.,�trec K t....n.tr.,.trc. ,.:rl tr Tasks y/rifv Rela lacuna' &cirri 0 Assign tiacwlty functions 1 Global • ©System Tables • fl security Roles - QDepartment Bosiness Renewal Tablet for PLL—PLL admin users& organizations example Major functions include: • Users&Organizations—Create new or update information for existing organizations. Create profiles for those that create case types and templates.This includes management of group security settings for PLL functions. The system controls users'access to various functions via security roles.The system's security controls can restrict a user's ability to add,delete,view,or edit items from any Cityworks forms.Security can define administrator privileges on the security roles,limit those who can create specific permits types,and control who can update certain tasks. • Template Setup—Configure new and edit existing case templates,which include basic information, default settings,available controls,and required items. • Tasks&Inspections—Create new or edit existing tasks,workflows,discipline/trade personnel,and define time accounting codes and hearing types. • Checklist Setup—Create checklists including status codes,status groups,line items,and overall checklist setup,with the ability to edit,expire,or delete checklists. • Fees&Case Data Menu—Create and organize case data specific to builders,owners,and others related to specific data groups,which can be used to calculate fees.New fees can be created,modified,expired,or deleted.A variety of fee types are supported,including: flat,, • •._ GOStnt I l Ity of Cantle!, Ii! I (ii vork:Pll Isitplrnu'nl,ltion I gisnu.rons 7ZC\ 5 ISinc fnspiredby Location incremental,variable,linear,minimum,percentage,and custom.Deposits can be configured, allowing clients to make advance payments on a case while giving them flexibility to apply the deposit to various other fees.Sub-licenses can be created,approved,tracked,and expired. Each sub-license will have an associated fee.Tender types defining payment options can be created,edited,expired,or deleted, • Additional Template Items—Tools to define violation codes,instruments,limiting conditions,flags,predefined notes,projects,and business license types and categories. • People&Contractors—Organize and track people and contractors used in maintenance, contracting,land development,and more.This allows PLL users to quickly fill in people and contractor information associated to a case. • Notifications—Configuration for automatic email notifications to specific people triggered by an event in the process workflow(status changes,violations,task completion,and others). • Public Access Setup—Configuration of the Public Access website,including: external users, home page,message boards,incomplete applications,and approved logins. • System Tools—Contains the following tools:audit,import to a table,accessing and editing system table settings,modifying case panel headings, expiring cases,license renewal and expiration. In addition,preference controls include:grid sizing,audit tracing,fee rounding, attachments location,case data parallel processing,settings for creating new cases,and controls for Public Access. • Land Setup Menu—Contains all the tools to track and manage land information.Land information is not kept in the GIS,but is vitally important to the operation of the GIS and Cityworks. Customization Cityworks allows users to incorporate individualized reports,queries,map displays,and other web parts into their inboxes.This allows users to include peripherally-related data and information that are not core components of Cityworks,but maybe directly related to a user's needs. In addition,the User Interface(UI) can be customized by employing changes to XML or HTML files, and incorporating stored procedures.Moreover,customization can be accomplished using Layout Manager UI-rendering tools. Users interact with the Layout Manager through specifically formatted XML files.Each time a page loads,Layout Manager reads the files and then interprets them to dynamically create the UI.Documentation and training classes are available to help users understand how to customize the UI. Exhibit f� 53 IS Inc Inspired by Locat►o ptc- issimcmommaryai is • ! C qp4 Q • / Office for PLL—lnbox example Interface with Other Systems Cityworks is built using open standards and technology;storing data in an open,published format utilizing standard commercial SQL databases,such as Oracle and Microsoft SQL Server.The open- standards design of Cityworks is the key to developing applications and reports that enhance each individual system and interface with your critical business systems.These interfaces may be created in-house or by a third-party contractor working for your organization. Cityworks customers are free to use the Cityworks data structures to build interfaces to other databases,such as customer information systems,financial information systems,human resource management systems,fleet management systems,and other related business applications.Several customer sites have even created their own applications to access their data.Our licensing policy does not prohibit this in any way.We believe in and fully support"open systems"and"open standards." Application Programming Interfaces (APIs) extend the Cityworks platform to third-party applications.These APIs expose specific functionality as well as data,allowing Cityworks to interact with other systems.APIs are licensed separately and require configuration. The Cityworks data model and structure is documented for internal or neutral third-party consultant use.Azteca Systems requires the client acknowledge that copyright law protects the Cityworks data structures wherein the data is stored.However,the client is always the owner of data entered or stored in Cityworks or generated by Cityworks. Access to and utilization of the data in Cityworks is unencumbered for the client's internal usage for the following purposes: • Data conversion and data migration into or out of Cityworks • Internal application development for add-ons to Cityworks or for an application that is complementary to Cityworks,whereas the application is not a reverse engineering of Cityworks , Exhibit A ii15nc ( f i.r} of Can w Cannel, IN l Cif l ll Intl lerm.nl.atrurt l t rti .. .. -s c*••a ..r"'PT';,"' ',�_'.�,�. ..z.,rar. j.t ...-. ... . ., .... �f,'gri. ,S X'Yp' .a `T' ^ma },oG ISinc Inspired by Location • The development and maintenance interface from Cityworks to citizen web pages for information and service request systems.The licensee has access to the complete documentation of all Cityworks data structures. Clients may utilize the services of a third-party vendor to support Cityworks for the above items. However,the third-party vendor cannot be a direct competitor of Azteca Systems, and the third-party vendor must execute a Non-Disclosure Agreement with Azteca Systems.Azteca Systems has an extensive network of authorized implementation partners, each having an impressive track record of successful implementations and integrations. y rA 77— .. ISinc Inspired by Locatio 7. Appendix B: Cityworks 15.3 System Specifications Cityworks Specifications for a Database (Intel')Server: Database Server* • Windows Server 2012 (64-bit) • Windows Server 2012 R2 (64-bit) • Windows Server 2016(64-bit) • 32 GB RAM (or better) • Current Intel Xeon°/server class processor 3.46 GHz (or better) *Database server assumes a machine hosting the organization's SDE geodatabase (supporting both editors and viewers), and Cityworks database (supporting users of Server AMS/PLL). Please contact Azteca Systems with any questions. Server AMS or PLL Specifications for a PC (Intel.) Client: Client • 2.0 GHz Intel Core° processor (or better) • 2 GB RAM (or better) • Windows 10 (32/64-bit)or Windows 8/8.1 (32/64-bit)or Windows 7 Professional°(32/64-bit) • Firefox 45-57 • Microsoft Edge • Chrome 43-63 (There is a known issue in Storeroom with Chrome 46) Server AMS/PLL Specifications for an Application (Intel`)Server: (-40 users) • Windows Server 2012 or 2012 R2, IIS 8.0/8.5 • Windows Server 2016(64-bit), IIS 10 • 12 GB RAM (or better) • Current Intel Xeon°/server class processor 3.46 GHz (or better) • Application consumes 1 GB of disk space (500 MB on system drive) • .NET 4.5 Framework Windows Server features (.NET Extensibility 4.5 only if using Windows Server 2012/R2,while .NET Extensibility 4.0 as well if using Windows Server 2008 R2 SP1) • .NET 4.6.2 Framework(installed on both application and GIS servers). Requires Crystal Reports Runtime 13.0.16-13.0.20) • .NET Framework 4.7.1 is required for the Cityworks application server We do not provide disk space requirements because it is dependent on factors like the size and quantity of attachments and map images. Exhibit GlSntc I t sty tot .t.nwI, IN I (it', vorF::PI I (n;(tlerrrinntatint) I ISinc Inspired by Location Server AMS/PLL Specifications for an Application (Intel')Server: (-80 users) • Windows Server 2012 or 2012 R2, IIS 8.0/8.5 • Windows Server 2016(64-bit), IIS 10 • 24 GB RAM (or better) • Current Intel Xeon®/server class processor 3.46 GHz (or better) • Application consumes 1 GB of disk space (500 MB on system drive) • .NET 4.5 Framework Windows Server features (.NET Extensibility 4.5 only if using Windows Server 2012/R2,while .NET Extensibility 4.0 as well if using Windows Server 2008 R2 SP1) • .NET 4.6.2 Framework (installed on both application and GIS servers). Requires Crystal Reports Runtime 13.0.16-13.0.20. • .NET Framework 4.7.1 is required for the Cityworks application server We do not provide disk space requirements because it is dependent on factors like the size and quantity of attachments and map images. Cityworks add-ons Pavement Management Interface • MicroPaver versions 5.3.7 -6.5.7 CCTV Interface • PACP versions 4.4 and 6.0 Supported RDBMS and Esri Platforms Supported Esri Enterprise Platforms Supported Esri Workgroup Platforms 10.3, 10.3.1, 10.4, 10.4.1, 10.5, 10.5.1, 10.6 10.3, 10.3.1, 10.4, 10.4.1, 10.5, 10.5.1, 10.6 Supported RDBMS Platforms Supported RDBMS Express Platforms Oracle 11g R1, Oracle llg R2, Oracle 12c, SQL Server Express 2012, SQL Server Express Oracle 12c R1, SQL Server 2012, SQL Server 2014,SQL Server Express 2016 2014,SQL Server 2016 Esri Platform Notes *Feature Access via a map service requires the GIS data to be stored in an ArcSDE geodatabase—a file geodatabase is not sufficient here. Cityworks system specifications as of May 2018. E.,,,,,, oo-c5.7 EXHIBIT B Invoice Date: Name of Company: Address &Zip: Telephone No.: Fax No.: Project Name: Invoice No. Purchase Order No: Goods Services Person Providing Date Goods/Services Provided Cost Per Hourly Total Goods/Services Goods/ (Describe each good/service Item Rate/ Service separately and in detail) Hours Provided Worked GRAND TOTAL Signature Printed Name EXHIBIT C INSURANCE COVERAGES Worker's Compensation & Disability Statutory Limits Employer's Liability: Bodily Injury by Accident/Disease: $100,000 each employee Bodily Injury by Accident/Disease: $250,000 each accident Bodily Injury by Accident/Disease: $500,000 policy limit Property damage, contractual liability, products-completed operations: General Aggregate Limit (other than Products/Completed Operations): $500,000 Products/Completed Operations: $500,000 Personal & Advertising Injury Policy Limit: $500,000 Each Occurrence Limit: $250,000 Fire Damage(any one fire): $250,000 Medical Expense Limit (any one person): $ 50,000 Comprehensive Auto Liability(owned, hired and non-owned) Bodily Single Limit: $500,000 each accident Injury and property damage: $500,000 each accident Policy Limit: $500,000 Umbrella Excess Liability Each occurrence and aggregate: $500,000 Maximum deductible: $ 10,000 EXHIBIT D AFFIDAVIT J Litt I :�h Zck:.-`;',-h ,being first duly sworn,deposes and says that he/she is familiar with and hasshersonal knowledge of the facts herein and, if called as a witness in this matter,could testify as follows: 1. I am over eighteen(18)years of age and am competent to testify to the facts contained herein. 2. I am now and at all times relevant herein have been employed by K 64 t St+'v,u, (the"Employer") II jj � in the position of ()re,t L{ P`�d— . 3. I am familiar with the employment policies,practices,and procedures of the Employer and have the authority to act on behalf of the Employer. 4. The Employer is enrolled and participates in the federal E-Verify program and has provided documentation of such enrollment and participation to the City of Carmel, Indiana. 5. The Company does not knowingly employ any unauthorized aliens. FURTHER AFFIANT SAYETH NOT. EXECUTED on the 2.Li k k day of 4J ' / ,20 fi. i _ J rr • ,7 Printed: a C. /c `1 CC:..-,, I certify under the penalties for perjury under the laws of the United States of America and the State of Indiana that the foregoing factual statements and representations are true and correct. .9-j f—'.L Printed: 3 vc(, L... tec...c.6 c. It ®.ILL�o Ciriiie11 INDIANA RETAIL TAX EXEMPT Page 1 of 1 LIII/' - - -- CERTIFICATE NO.003120155 002 0 PURCHASE ORDER NUMBER FEDERAL EXCISE TAX EXEMPT 102818 ONE CIVIC SQUARE 35-6000972 THIS NUMBER MUST APPEAR ON INVOICES,A/P CARMEL, INDIANA 46032-2584 VOUCHER,DELIVERY MEMO,PACKING SLIPS, )RM APPROVED BY STATE BOARD OF ACCOUNTS FOR CITY OF CARMEL-1997 SHIPPING LABELS AND ANY CORRESPONDENCE PURCHASE ORDER DATE DATE REQUIRED REQUISITION NO. VENDOR NO. DESCRIPTION 4/18/2019 372824 GEOGRAPHIC INFO SERVICES INC Dept of Community Service VENDOR 2100 RIVERCHASE CENTER SHIP 1 Civic Square SUITE 105 TO Carmel, IN 46032- BIRMINGHAM,AL 35244- PURCHASE ID BLANKET CONTRACT PAYMENT TERMS FREIGHT 35599 QUANTITY L UNIT OF MEASURE DESCRIPTION UNIT PRICE EXTENSION Department: 1192 Fund: 101 General Fund Account: 44-632.02 1 Each Consulting Services $70,831.80 $70,831.80 Sub Total $70,831.80 ;\ OF Roff c. 'II Ire a * 4 �.. .s1 .;;•` Y. t Send Invoice To: Dept of Community Service /IVO j 1 Civic Square Carmel, IN 46032- PLEASE INVOICE IN DUPLICATE DEPARTMENT { ACCOUNT PROJECT L PROJECT ACCOUNT I AMOUNT PAYMENT $70,831.80 SHIPPING INSTRUCTIONS 'A/P VOUCHER CANNOT BE APPROVED FOR PAYMENT UNLESS THE P.O. NUMBER IS MADE A PART OF THE VOUCHER AND EVERY INVOICE AND VOUCHER HAS THE PROPER SWORN 'SHIP PREPAID. AFFIDAVIT ATTACHED. I HEREBY CERTIFY THAT THERE IS AN UNOBLIGATED BALANCE IN ID.SHIPMENT CANNOT BE ACCEPTED. THIS APPROPRIATION SUFFICIENT TO PAY FOR THE ABOVE ORDER. . JRCHASE ORDER NUMBER MUST APPEAR ON ALL SHIPPING LABEL �J 'THIS ORDER ISSUED IN COMPLIANCE WITH CHAPTER 99,ACTS 1945 / i -e5-" / �d AND ACTS AMENDATORY THEREOF AND SUPPLEMENT THERETO. ORDERED BY - -_- - Mike Hollibaugh James Crider TITLE Director Administration CONTROL NO. 102818 CLERK-TREASURER