Woolpert/UTIL/30,000/GIS SoftwareAppro;r9d By
Woolpert, Inc.
Carmel Utilities - 2015
Appropriation #06- 1050 -86; P.O. #S03058
Contract Not To Exceed $30,000.00
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 Woolpert, 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 06- 1050 -86 funds. Vendor agrees to provide the Goods and Services and to
otherwise perform the requirements of this Agreement by applying at, all times the customary 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 Thirty Thousand Dollars ($30,000.00) (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 sixty (60)
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 it will perform under this Agreement in accordance with the standard
of care identified in Section 2 herein.
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
ISAComr ckcwws ors Goods s1cz1tniYgkS2o tswaolprn. Inc. Goods & seniors FORM • wm a -V ify Lancuacdoc:2R6rz015 1:21 riff
1
Woorpert, Inc.
Carmel Utilities - 2015
Appropriation #06- 1050 -86; P.O. #S03058
Contract Not To Exceed $30,000.00
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
fumish to City sufficient written waming 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: i.) (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 after receipt of notice from City specifying
such failure or breach; or ii.) 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 this Agreement; 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 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 injury to or destruction of property, including, but not
limited to, 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 liabilities, claims, demands or expenses (including,
but not limited to, reasonable defense attomey fees) for injury, death and /or damages to any person or
property arising from or in connection with the negligence or willful misconduct 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.
10. GOVERNMENT COMPLIANCE:
Vendor agrees to comply with all federal, state and local laws, executiye 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 to the extent caused by 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
IS:MontcaclsWrof.Sso 8 Gods SsalUullies120151Woolpat loc. Goods R Sonic= FORM - WITH g -vcrily languageAa:2/26f1015 1:21 PM)
2
Woolpert, Inc.
Carmel Utilities - 2015
Appropriation #06- 1050 -86; P.O. #S03058
Contract Not To Exceed $30,000.00
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.
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's 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.
ISAConIrJRSWmtSr=& Goods Svc WiiIities12OI \Woolpen. loc. Goods & Smiar FORM • WITH E- Vcrify nicegc.doc:2/2611013 1:21 PMj
3
Woolpert, Inc.
Carmel Utilities - 2015
Appropriation #06- 1050 -86; P.O. #S03058
Contract Not To Exceed $30,000.00
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, City Attomey
One Civic Square Department of Law
Carmel, Indiana 46032 One Civic Square
Carmel, Indiana 46032
If to Vendor: Woolpert, Inc.
4454 Idea Center Boulevard
Dayton, Ohio 45430
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, terminate this Agreement for cause, in the event of a default hereunder by Vendor and
failure of the Vendor to cure the default within 10 days from the notice defining the default and /or
terminate for convenience 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.
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
(SACc nctstPmrs c, & corn, s.owaGUeslmiswootpen h,c. Goods & su,;oes FORM - WITH a -v«ar t.o . g 4oc /2aao1s I:n PMT
4
Woolpert, Inc.
Carmel Utilities - 2015
Appropriation #06- I050 -86; P.O. #S03058
Contract Not To Exceed $30,000.00
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, 2014 and shall,
for the next five years, 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. IRAN CERTIFICATION: Pursuant to I.C. § 5 -22 -16.5, the Vendor shall certify that, in signing this document,
it does not engage in investment activities within the Country of Iran.
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 govem and prevail.
This Agreement may only be modified by written amendment executed by both parties hereto, or their
successors in interest.
IS:VContr cu\Piof.Syss d Goods SwiWillidesO0151Woolpen. Inc. Goads & Scniva FORM - WITH E- Vc,i[y Lvpuye-doc:7f1N2015 1:21 PM)
5
Woolpert, Inc.
Carmel Utilities - 2015
Appropriation #06- 1050 -86; P.O. #S03058
Contract Not To Exceed $30,000.00
IN WITNESS WHEREOF, the parties hereto have made and executed this Agreement as follows:
CITY OF CARMEL, INDIANA WOOLPERT, INC.
by and through its Board of Public
Works and Safety
By:
p
James Brainar
D. te:
Pre 'd' g Officer
4hjWA ! /
Ma Ann =ur e, be
Date: MV—X--
Lori S. Watson em er
Date: �a � i'
ATTEST:
ana Cordray, IAMC, Cle - reasurer
Date: 1-1-/
By:
Authorized Signature
Printed Name
Title
FIDff IN: v,20 - i3 � 140
Last Four of ISSN if Sole Proprietor.
Date: ,..21 2:1' IS
jS.lConlransProCS •cs d: Goods SscaWlilitia120151Woolporc lac Goods & &niccs FORM - WITH E -Vcrify Iangu3gtdo0/26120 IS 1:21 PM{
6
IA/
GIS Services
Software Installation & Training Statement of Work
QUALITY
At Woolpert, quality is the cornerstone of our business. We invite your comments and suggestions for
improving this document.
TRADEMARKS
All brand names and product names are trademarks or registered trademarks of their respective com-
panies.
NOTICE OF COPYRIGHT INFORMATION
0 2014, Woolpert, inc., Dayton, Ohio.
All rights reserved to Woo (pert. This document was designed, prepared, and submitted by Woolpert to
be used only by the recipient.
EXHIBIT
•
October 22, 2014
C 2014, Woolpert, Inc., Dayton, OH. All Rights Reserved
CONTENTS
GIS Services
Software Instailation & Training Statement of Work
CONTENTS ii
DOCUMENT ACCEPTANCE iii
DOCUMENT CHANGE CONTROL
GENERAL 1
PROJECT MANAGEMENT 2
Task PM.1: Project Administration 2
Task PM.2: Project Kick -Off Meeting 3
Task PM.3: Project Schedule Coordination 4
Task PM.4: Client Status Meetings 4
Task PM.5: Internal Coordination Meetings 5
CHANGE CONTROL 6
TECHNICAL APPROACH 8
PHASE 1 - GIS SYSTEM SERVER RECOMMENDATIONS 9
Task 1.1: Conduct Pre - Planning Discovery 9
Task 1.2: Develop GiS Server Recommendations 9
Task 1.3: Phase 1 Quality Control 10
Task 1.4: Phase 1 Acceptance I} Close 10
PHASE 2 - ENTERPRISE GEODATABASE SUPPORT 11
Task 2.1: Create Geodatabase Schema 11
Task 2.2: Migrate Existing GIS Data 12
Task 2.3: Phase 2 Quality Control 12
Task 2.4: Phase 2 Acceptance & Close 12
PHASE 3 - ENTERPRISE GiS SOFTWARE INSTALLATION a GEODATABASE CREATION 13
Task 3.1: Install ArcGIS Server Et ArcSDE 13
Task 3.2: Create Enterprise ArcSDE Geodatabase 14
Task 3.3: Configure ArcGIS Server & Deploy GIS Services 15
Task 3.5: Phase 3 Acceptance a Close 16
PHASE 4 - ENTERPRISE ARCGIS SYSTEM TRAINING 17
Task 4.1: Provide On -site Training 17
Task 4.2: Phase 4 Quality Control 18
Task 4.3: Phase 4 Acceptance & Close 18
PROJECT COST ESTIMATES 19
PROJECT SCHEDULE 1
P X F
October 22, 2014
0 2014, Woolpert, Int., Dayton, OH. All Rights Reserved
tvg
2ok22-Y
ik A/
DOCUMENT ACCEPTANCE
GIS Services
Software Instailation 6 Training Statement of Work
Table 1: Document Acceptance
Name
Client, Project Manager
Name
Wootpert, Project Manager
Name
Woolpert, Project Director
DOCUMENT CHANGE CONTROL
Date:
Date:
Date:
Table 2: Document Change Control
Change Record
Date
Author
Version
Change Reference
09 04 2014 g Ed Singer • 10 • - Initial versin
o, - .; • • .. • -
• -
; •-• •
Jared. Living.stort.l: . . . • . . • - •
• .
rflr
; - -
10/22/2014 Steve Schwabe
• •
Jared Livingston
.1
• ;;:-
2.0 - Revised scope-per discussion With Terry Krueskamp On
1011/2014: Changed document flame due to reduCtion
in efiort and servicet be.proVided. . • ;
• --t •e .r..•••••
• • •
•
! • . `‘i ' - • ;
• •
•
File name: GIS Services SOW - City of Carmel 20141022.docx
EXHIBIT
October 21, 2014
02014, Wootpert, inc., Dayton, OH. All Rights Reserved
I.o
GENERAL
GIS Services
Software Installation & Training Statement of Work
The City of Carmel, Indiana (hereafter referred to as the Client) is planning to migrate their current
GIS environment from Bentley's MicroStation GeoGraphics to ESRI's ArcGIS platform. This document
outlines Woolpert's approach to accomplish this and provide the Client with the necessary tools to
maintain the new GIS environment moving forward.
Woolpert's Enterprise GIS System services are focused on delivering a comprehensive set of technology
tools and GIS data management best practices. We achieve our clients' objectives by first understand-
ing their vision and purpose, then tailoring our approach to meet the expressed needs. This platform
migration is driven Largely by the Client's decision to implement Azteca's Cityworks Asset Management
System. Cityworks is GIS- centric, meaning that it operates in seamless conjunction with ESRI's ArcGIS
platform. The implementation of ESRI's ArcGIS platform as a replacement for the Client's current leg-
acy GIS platform will support the Client's implementation of Cityworks.
There are many related tasks and sub -tasks that have to be properly executed to ensure a successful
outcome of a high -value Enterprise GIS System deployment. Woolpert's project methodology fully
addresses all identified aspects of this project and ensures all critical success factors are fully
addressed in a logical order.
Services, and associated deliverables, are categorized into four (4) major phases, as more fully de-
tailed in the following sections. Completion of each phase (in order) will culminate with the execution
of a Phase Acceptance and Close document signifying the Client's acceptance of the services rendered
to date and authorization for Woolpert to proceed with work on the subsequent task.
EXHIBIT A
October 22, 2014
02014, Woolpert, Inc., Dayton, OH. All Rights Reserved
AI
PROJECT MANAGEMENT
GIS Services
Software Installation & Training Statement of Work
An Enterprise GIS system implementation is a complex en-
deavor that presents a variety of technical and organizational
challenges that will need to be identified, analyzed, under-
stood, and continualty managed in order to ensure a success-
ful outcome. Wootpert's Project Management approach pro-
vides for the resources and tools needed to successfully man-
age the project through all phases / processes, including:
• Initiation. project authorizations and expectations
• Planning. project definitions, objectives, deliverables,
analysis of alternatives
• Execution. coordination of resources, quality manage-
ment, product and service delivery
• Monitoring and Controlling. monitoring and measuring to identify variances and imitate corrective
actions
• Close -Out. acceptance of project deliverables and results
To fulfill each of these objectives, Wootpert will employ the different project management tools de-
scribed in the following sections:
Figure 1 - Project Life -Cycle Process Groups
TASK PM.1: PROJECT ADMINISTRATION
Woolpert wilt provide the following
general project management ser-
vices:
WOO 1. PC NT
wo Ctrosecl n.w tee.
• Develop, in cooperation with the .,,..
G..: CW.., •,.C. RAbw1/.Nw .t ,... . •••
•
"`
Client's project manager, a pro - "
ject plan and schedule; ;� ,w.,.. """°`"" •
• : � ",4 ,.
1.z ....,
b▪ VYJOW.I..gN
iasacc n..,
w.•.mw•.."t
gw..WN ■••/..t
• Proactively manage and update
project plan and schedule, as re-
quired, throughout the duration
of the project. Project plan and
schedule modifications will be
facilitated upon common agree-
ment between the Client and
Woolpert in accordance with the
•
;.»,,,
Way..
Poe
2:LeVe 11-7
"won VA Mrvp ■Mror■
tosaM•ska., rip.
se,l,.O
1•••••••• •
� "
.iy, NMh�..4w.V„
OW,
PO Masai./
O" SSP,YU .T., .
OM • .y..00 1.4.1JW
O
PM* C.S41
•
issue control process detailed in Figure 2 - Woolpert's Project Collaboration Web Site
the project plan;
• Coordinate project events with
the Client's project manager and Woolpert team members;
• Author, edit, review, and distribute project documentation and technical reports as required;
• Facilitate in- process review meetings with the Client's project manager, committees, manage-
ment, and end -users as scheduled, and appropriate, throughout the duration of the project;
• Maintain a secure project collaboration web site to post project schedule details, in- process tasks
and responsible parties, technical documentation, as well as other project collaboration tools;
• Perform miscellaneous project administration (e.g. arrange travel, internal project updates); and
• Anticipate problem areas and propose and facilitate solutions EXHIBIT A
October 22, 2014
O 2014, Woolpert, Inc., Dayton, OH. Alt Rights Reserved
ui
Deliverables
G1S Services
Software installation & Training Statement of Work
• Draft and final project plan
• Monthly project status reports
• On -going project management, including resource allocation, invoicing and general consult-
ing
• Password protected project collaboration environment and issue log management
Assumptions
• The activities discussed in this section will begin once a Written Notice -to- Proceed is re-
ceived from the Client
Client Responsibilities
• Assemble a team of domain and technical experts and have representation of all divisions /
work groups involved throughout all phases of the project
• Provide a point of contact for all project management issues and questions
• Review, comment and accept draft project work plan within five days of document delivery
• Schedule appropriate internal staff and provide facilities for on -site meetings and off -site
conference calls
• Review and accept project status reports, or otherwise provide comments on same within a
reasonable time frame
TASK PM.2: PROJECT KICK -OFF MEETING
As soon as is reasonably feasible, following receipt of the Written Notice to Proceed, Woolpert's pro-
ject manager will work with the Client's project manager to schedule a Project Kick -Off Meeting. This
meeting will be facilitated remotely via WebEx for the purpose of: 1) establishing the necessary project
management protocols to be adhered to by all stakeholders, 2) reviewing the Client's implementation
goals and objectives with all team members, 3) identifying any Client -owned source documentation
and data necessary to support the project, 4) identifying all critical path schedule milestones, and 5)
addressing any outstanding scope or schedule questions that Client stakeholders may have. Said meet-
ing shalt be of a duration suitable for addressing each of the items previously listed. Development of
the kick -off meeting agenda shall be the joint responsibility of Woolpert's and the Client's project
managers.
Deliverables
• Kickoff meeting agenda
• On -site project kick -off meeting (half day)
Assumptions
• The activities discussed in this section will begin once a Written Notice -to- Proceed is re-
ceived from the Client
Client Responsibilities
• Schedule meeting space and supporting technology peripherals suitable for the kick -off
meeting
• Coordinate and schedule meeting attendees
YF-F_to P, �.
I ,
October 22, 2014
40 2014, Woolpert, Inc., Dayton, OH. All Rights Reserved
\A!
TASK PM.3: PROJECT SCHEDULE COORDINATION
GIS Services
Software Installation & Training Statement of Work
Project schedule coordination and manage-
ment will be performed using Microsoft Pro-
ject software. Project schedules and tasks
will be monitored and adjusted as needed,
depending upon the Client's priorities and
ability make its staff and facilities available
at the appropriate times throughout the pro-
ject. An updated project schedule delineat-
ing resources, scheduled tasks, and complet-
ed tasks will be maintained and available to
all Woolpert and Client project participants.
Deliverables
• Project schedule maintained and
monitored on an on -going basis Figure 3 - Microsoft Project Gantt Chart
ie. w':.: .4.
R 01.1 Li t. 2 0.
4.Ir....4..
Assumptions
• The activities discussed in this section will begin once a Written Notice -to- Proceed is re-
ceived from the Client
Client Responsibilities
• Review project schedule on an on -going basis
TASK PM.4: CLIENT STATUS MEETINGS
Woolpert will facilitate a regular occurring status meeting. Woolpert's project manager will partici-
pate in regularly scheduled project status meetings with the Client's project manager and designees
for the purpose of reviewing project issues including: 1) activities, action items, and deliverables com-
pleted to date; 2) activities, action items, and deliverables in process or scheduled; 3) technical or
contractual issues that require corrective action. Woolpert meeting participants will include Woolpert's
project manager and ad hoc team members, as required. Client meeting participants will be as
deemed necessary by the Client's project manager, or as requested by Woolpert's project manager.
When feasible, Client Status Meetings will be held on -site at the Client's facilities in conjunction with
other scheduled on -site tasks. Otherwise, Client Status Meetings will be facilitated remotely using tel-
econference and web meeting tools.
Deliverables
• Monthly project status reports upload to project website
• Monthly project status meetings
Assumptions
• The activities discussed in this section will begin once a Written Notice -to- Proceed is re-
ceived from the Client
Client Responsibilities
• Schedule appropriate internal staff and provide facilities for on -site meetings and off -site
conference calls
EXH: E `T _ A
/0(224
October 22, 2014
0 2014, Woolpert, Inc., Dayton, OH. All Rights Reserved
t•t
GIS Services
Software Installation & Training Statement of Work
• Review and accept project status reports, or otherwise provide comments on same within a
reasonable time frame
• Schedule meeting space and supporting technology peripherals suitable for on-site meet-
ings
• Coordinate and schedule meeting attendees
TASK PM. 5: INTERNAL COORDINATION MEETINGS
Internal coordination meetings will be held on a regular basis to ensure continuous communication
about tasks in process, scheduled tasks, and any issues impacting a successful implementation.
Woolpert's project manager will also utilize these meetings to gather information from project team
members required to manage on-going resource loading.
Deliverables
• Regularly scheduled internal coordination meetings
Assumptions
• The activities discussed in this section will begin once a Written Notice-to-Proceed is re-
ceived from the Client
Client Responsibilities
• Norte
October 22, 2014
0 2014, Woolpert, Inc., Dayton, OH. Alt Rights Reserved
IA/
CHANGE CONTROL
GIS Services
Software Installation & Training Statement of Work
This section defines how changes to the original ob-
jectives and /or deliverables defined in this State-
ment of Work will be handled. Both Woolpert and
the Client recognize that changes are a normal part
of the project life cycle. Woolpert believes that
managing change to project scope, cost, and sched-
ule are critical to a project's success and employs a
comprehensive approach to change control.
Woolpert's established change control process is doc-
umented as follows:
Any project team member (Client or Woolpert) may
initiate a Change Request whenever there is a per-
ceived need for a change that will affect the desired
or anticipated outcome of the work or any element of
the project. The project team member will use a
Change Control Notice (CCN) form as appropriate for
the change:
• Agreement to a Change Request signifies
agreement to a change in overall costs, func-
tionality, time scales, or other identified pro-
ject impact.
• Changes will be identified and communicated
by /to the respective Project Managers by any
of the prescribed communication channels.
Change Requests may be introduced via verbal
conversation or other form of communication
but must be supported by the appropriate CCN
document.
• All CCN's will be signed by both the Client and
Woolpert Project Managers to indicate ac-
ceptance of the changes.
%LI
—"TT-
WOQLPBRT
mess as s ts.. -a t ee s • vea[..K
Change Control Notice -04
CCtflprlM RIMY Merays M a F,iflr
tactestmeasho
To:
nem:
DOM
TWPft:
Raetq:alr,Y.7ropcou.7Q/
T0074 rtn7n, x • TtoJom nfsno
wY
3.20C.:Ityvfffif ete7f7,mfrµgn.d1 ,tom
CUM* 0 2taNlkaTo- dryrosu t oo5poebaWKornai!
Ttu3curpoaranstrlstar dtocraD WWee slroimPlutSOOeOw-
Inn)al tenotc Mow.
AVM TtrM,:at Crams, S. lose.* tiM ea,...Yen R.✓in
mi.
✓ ` as `aueucaa+t+. rrn. . • �nb )..0
• T.shebe
• Crrurpxt
• • G►+at Tee
. T'Ma:eata 'vs M.1,neet rbo.eee Se.t wo
o `t t a •i.a° "'^ "a M
Tra,vMat eseayse\e.eeaag.ceade afiv..ry.aiAr.ai ltea Nora:tatweb%Y .c
Cheeps: Weave thsretKf Cosa Yaywac bobs= MaJV.weaner aaee.**
be.ett ys craw aargress a t.Cgtwal spe•sib. tt.• 44
M Nix free b. re SW. faeaedpIfen eM4ao Mare-
pawFNatee..aeeatn rea nee US/ Inning ins nM+ef►awVn
messed skew; Tone/ a •n wY+at na..a (sal seatenle fee•.+ewTea:•
W a.ene.M 7e ftVICSCuta p+atabres.itAa.ls.ae
.s at;,tbetta m• a:..t...ts
krb.v os.a.•aee frS.W•waie -ev ire 4>e eWY
war, dooms 000rer7.. was eesa b.tr..a..`�.er.fq -..
K ,s i iae.•. h
r eta pa.d.rsin c.bA.ew Are M M0g0%...,
;a pafoyroC w..LMwe/ srijM l COUODOSimveeor Tasks teen dIes rU[
w aa. n at.w. ‘1,11 aaam .n0,11 �
.
Figure 4 - Sample Change Control Notice
• All project participants should understand that time is of the essence when initiating, reviewing,
negotiating, and approving Change Requests, as any delays to work in progress caused by a CCN
may impact the overall project schedule and budget.
All request changes should be managed from their initiation through to their completion (acceptance or
rejection) within five (5) business days from the start of the process. If the Client and Woolpert pro-
ject managers cannot reach common agreement on the request change within this time frame, the is-
sue will be elevated to the next level of management (both Client and Wootpert) for resolution. During
the resolution process, all downstream project tasks potentially impacted by the requested change will
be placed on hold until such time that resolution is achieved.
EXHIBIT A
October 22, 2014
02014, Woolpert, Inc., Dayton, 011, Alt Rights Reserved
6
A
GIS Services
Software Installation & Training Statement of Work
The following workflow diagram graphically depicts the above detailed process:
H
Project Team member,
• (WOolpert cr Client)
identifies needed change
to the Scope of Services
Requested change fs
introduced by Requester
and discussed among PNs
via vet balor written
communication methods
Proceed
with
Changer
No
Woolpert PM documents
request, discussion paint:
and final decision via
Project Memorandum
Yes
initiating Pla tClient or
WoO'pertl prepares and
submits CCN form tscopc,
Fec, chedufe, Piste
Assessment)
CCN reviewed by PM: and
other required project
team member,
CCN
Updates
Required
No
Wo`.Ipert PM
updates scope
of Service' and
other related
Project
Cocuments, as
required
Updated Project
document: signed by
distributed to appropri ate
team members
Figure 5: Change Control Process
Initiating PM
updates CCN as
required and
resubmits to
th'e CCN
reel ew process
Woolpert rmptements
change.
Each Change Control Notice (CCN) will clearly document the following:
• Date
• Change Control Number
• CCN Initiated By
• Original Scope of Services (language from the original scope that is being considered for change)
• Proposed Change (narrative of the proposed change(s) being sought)
• Schedule Impact (details about the proposed change(s) impact to the overall project schedule
• Fee Impact (details on the proposed change(s) impact to the project budget)
• Risk Assessment (narrative discussion about the risks the proposed change(s) will introduce to the
project and the ways in which said risk will be mitigated)
• Acceptance Signatures (Wootpert and Client project managers)
EXHIBIT
•
October 22, 2014
c 2614, Woolpert, Inc., Clayton, 011. All Rights Reserved
7
IA/
TECHNICAL APPROACH
GIS Services
Software Installation & Training Statement of Work
Woolpert has developed a phased approach to implementing an Enterprise GIS System. Each of the
technical phases are executed in conjunction with continuous Project Management, Knowledge Trans-
fer & Change Management, and Quality Management activities. Deliberate execution of each phase,
with continuous client involvement and feedback enables Woolpert to ensure a successfully planned,
designed, configured, and deployed enterprise GIS system that is used and useful immediately upon
"Go- Live."
Each of our phases is performed in order, with specific phase deliverables achieving client sign -off in
each of the appropriately defined tasks or sub - tasks. The culmination of each phase is solidified by a
Phase Acceptance and Close -out process that signifies delivery and acceptance of the Phase Tasks /
Sub -Tasks and clears the way to proceed with the next subsequent phase.
Each of the five phases, depicted in the following Implementation Phase diagram, are presented in de-
tail in the subsequent sections of this Statement of Work document.
EXHIBIT ik
October 22, 2014
02014, Woolpert, Inc., Dayton, OH. Alt Rights Reserved 8
%Al
GIS Services
Software installation & Training Statement of Work
PHASE 1 - GIS SYSTEM SERVER RECOMMENDATIONS
The System Recommendation tasks are performed for the purpose of verifying, establishing and docu-
menting accurate recommendations for the servers that will make up the ArcGIS environment(s). Func-
tional and technical requirements are conveyed to and reviewed with Woolpert's implementation team
and the Client's management and technical team leads in order to align goats and expectations.
Woolpert will facilitate a Pre - Planning Discovery workshop designed to identify, validate, and docu-
ment existing GIS data, intended enterprise GIS system
use and subsequent system specifications. In those in-
stances where the client organization does not yet have
welt - defined system requirements, the Woolpert imple-
mentation team will provide recommendations based on
past experience.
Once requirements are gathered Woolpert will develop
recommendations for the GIS system server specifica-
tions.
Key System Planning & Design (Phase 1)
Deliverables
• Pre - Planning Discovery Worb.: ;hop
• GIS System Server Recommendations
Report
TASK 1.1: CONDUCT PRE - PLANNING DISCOVERY
The Pre - Planning Discovery task provides the Woolpert
project team members the opportunity to gather the information necessary with which to develop GIS
System Server Recommendations
For this task Woolpert will conduct one (1) remote discovery workshop. The results of the workshops
will be used to develop the GIS System Server Recommendations.
• Sub -Task 1.1.1:
• Sub -Task 1.1.2:
Deliverables
Woolpert to Prepare for On -Site Discovery Workshops
Woolpert to Facilitate One (1) Remote Pre - Planning Discovery Workshop
• Two Woolpert Systems Analysts will facilitate one (1) two (2) hour remote discovery work-
shops utilizing WebEx
Assumptions
• All activities will be performed remotely
• The Client's project manager will ensure staff attendance to and participation in the work-
shop
Client Responsibilities
• The Client PM will secure appropriate meeting facilities in which to attend the remote
workshop
• The Client PM will schedule all Client workshop attendees
• Alt identified Client workshop attendees will actively participate in the meeting without
undue interruption
TASK 1.2: DEVELOP GIS SERVER RECOMMENDATIONS
This task includes developing and documenting recommendations for the GIS system server specifica-
tions. The Client's GIS and /or Information Technology (IT) personnel will then procure and install or
create the necessary servers to support the new GIS environment.
EXHIBIT Q
October 22, 2014
2014, Woolpert, Inc., Dayton, OH. All Rights Reserved
9
GIS Services
Software installation & Training Statement of Work
Using the information gathered during the pre - planning discovery workshop in conjunction with pub-
lished system requirements, Woolpert will develop specifications for the servers that will comprise the
Client's GIS system. These specifications will be documented in a GIS System Server Recommendations
Report and will include recommendations for both ArcGIS Server and ArcSDE environments. The report
will provide server specification details including but not limited to recommended operating system,
processor(s), RAM, and storage. Woolpert typically recommends, at minimum, two enterprise GIS envi-
ronments (Production and Test /Development).
Utilizing the final GIS System Server Recommendations Report, the Client's IT personnel will procure
and install or create the necessary servers, depending on whether the servers are physical or virtual.
Woolpert will then review the new environment via WebEx with the appropriate project and IT person-
nel.
Related sub -tasks are as follows:
• Sub -Task 1.2.1:
o Sub -Task 1.2.2:
• Sub -Task 1.2.3:
Deliverables
Wootpert to Develop GIS System Server Recommendations Report
Client to Install /Create Servers Necessary for ArcGIS Environment per Rec-
ommendations (Client -Owned Task)
Wootpert to Review Completed Environment with Client via WebEx
• GIS System Server Recommendations Report to include both ArcGIS Server and ArcSDE envi-
ronments
• Review of completed environment via WebEx
Assumptions
• The Client's Project Manager will coordinate IT Staff for the installation and /or creation of
the GIS environment.
• The Client will create a login for Wootpert for the necessary access to install software, set
up databases, and test software on all servers in the newly created environment
Client Responsibilities
• The Client's IT Department will install and /or create all necessary servers per the Final GIS
System Server Recommendations Report, as necessary
• The Client PM and technical project team members will participate in a remote meeting
with the Wootpert technical team to review the newly created GIS environment
TASK 1.3: PHASE 1 QUALITY CONTROL
Wootpert technical resources, not regularly involved with this implementation will perform independ-
ent quality review of the work processes and deliverable products in accordance with the Woolpert
Total Quality Plan.
TASK 1.4: PHASE 1 ACCEPTANCE It CLOSE
This is the Phase exit document that the Client project manager signs indicating Wootpert has deliv-
ered the Phase 1 services in accordance with the Scope of Work and Project Plan. Phase 2 of this
scope will not begin until Phase 1 has been approved by the Client.
EXHIBIT
October 22, 2014
m 2014, Woolpert, Inc., Dayton, OH. All Rights Reserved
PHASE 2- ENTERPRISE GEODATABASE SUPPORT
GIS Services
Software Installation & Training Statement of Work
A critical component of the system architec
Key Enterprise Geodatabase Design & Data
Migration (Phase 2) Deliverables
• ESRI Geodatabase schema review
• Existing GIS data migration Support
Fields necessary for and conducive to the
schema at this time. The following is a list
and/or object class:
• AssetlD
• LegacylD
• Address
• Location
• InstallationDate
• WarrantyDate
• Condition
• ConditionDate
ture and GIS environment is the enterprise geodatabase
that stores and manages the Client's GIS data. The geoda-
tabase also provides the foundation for integration of ex-
ternal systems to the GIS, such as Cityworks, and thus is
essential to the success of the overall system architecture.
TASK 2.1: CREATE GEODATABASE SCHEMA
The Client's current GIS data is in maintained in Bentley's
MicroStation GeoGraphics, although data is routinely ex-
tracted for use in ESRI's ArcMap application. The Client's
GIS personnel will duplicate the existing GIS schema in
ESRI geodatabase format (file or personal geodatabase).
inclusion of this GIS data in Cityworks will be added to the
of the fields that may be added to each appropriate feature
In addition to these fields, further modifications to the schema may be made by the Client's GIS per-
sonnel at this time.
To begin the process the Client and Woolpert will review the existing GIS schema together. As part of
the review Woolpert will provide guidance to the GIS personnel regarding the migration of the schema
to an ESRI environment. The Client will then create the schema in an ESRI file or personal geodata-
base. During the creation of the schema Woolpert will be available for remote support and schema
review in up to three (3) three (3) hour workshops via WebEx.
Related sub -tasks are as follows:
• Sub -Task 2.1.1:
• Sub -Task 2.1.2:
• Sub -Task 2.1.3:
• Sub-Task 2.1.4:
• Sub -Task 2.1.5:
• Sub -Task 2.1.6:
Joint Review of Existing MicroStation GIS Schema via WebEx
The Client to Create the ESRI Geodatabase Schema in File or Personal Geoda-
tabase Format (Client -Owned Task)
Client and Woolpert to Review Schema via WebEx - Workshop 1
Client and Woolpert to Review Schema via WebEx - Workshop 2
Client and Woolpert to Review Schema via WebEx - Workshop 3
Client to Finalize ESRI Geodatabase Schema (Client -owned Task)
Deliverables EXHT7 4
• One (1) two (2) hour review of the Client's existing GIS schema via WebEx
October 22, 2014
0 2014, Woolpert, tnc., Dayton, OK. All Rights Reserved
�.1
A
GIS Services
Software Installation & Training Statement of Work
• Up to three (3) three (3) hour support and schema review workshops via WebEx
Assumptions
• All above listed tasks will be performed remotely
• The GIS schema will be created by the Client's GIS staff
Client Responsibilities
• Participate in the remote review meeting
• Create the GIS schema in ESRI file or personal geodatabase format
TASK 2.2: MIGRATE EXISTING GIS DATA
Upon creation of the finalized schema the Client's GIS personnel will migrate the existing GIS data from
MicroStation GeoGraphics into the file or personal geodatabase created in Task 2.1. The migration will
be accomplished using ESRI's native data migration tools in ArcGIS Desktop. Woolpert will provide up
to six (6) hours of data migration support via WebEx.
Related sub -tasks are as follows:
• Sub -Task 2.2.1: The Client to Migrate Existing GIS Data into ESRI Geodatabase (Client -Owned
Task)
• Sub -Task 2.2.2: Woolpert to Provide up to Six (6) Hours of Data Migration Support and Review
Deliverables
• Up to six (6) hours of migration support and review via WebEx
Assumptions
• The Client's GIS personnel wilt perform all data migration tasks
Client Responsibilities
• Migrate existing GIS data from MicroStation GeoGraphics to the newly- created ESRI file or
personal geodatabase
TASK 2.3: PHASE 2 QUALITY CONTROL
Woolpert technical resources, not regularly involved with this implementation will perform independ-
ent quality review of the work processes and deliverable products in accordance with the Woolpert
Total Quality Plan.
TASK 2.4: PHASE 2 ACCEPTANCE a CLOSE
This is the Phase exit document that the Client project manager signs indicating Woolpert has deliv-
ered the Phase 2 services in accordance with the Scope of Work and Project Plan. Phase 3 of this
scope will not begin until Phase 2 has been approved by the Client.
October 22, 2014
V 2014, Woolpert, Inc., Dayton, OH. Alt Rights Reserved 4
EXHIBIT
10e.:M__
GIS Services
Software Installation & Training Statement of Work
PHASE 3 -ENTERPRISE GIS SOFTWARE INSTALLATION Et GEODATABASE CREATION
The final step to deployment of the enterprise GIS environment will be the installation of software and
the creation of the enterprise ArcSDE geodatabase. Following the creation of the enterprise GIS envi-
ronment Woolpert will install ESRI's ArcGIS Server and
ArcSDE software. Once the software is installed, GIS ser-
vices will be created and the ArcSDE geodatabase(s) creat-
ed on the Client's database server(s).
ArcGIS Server is a web -based platform that allows for the
deployment of GIS data and tools to other web -based ap-
plications. Maps, location tools and data management
components necessary for Cityworks will be created or
enabled.
Key Enterprise GIS Software Installation &
Geodatabase Deployment (Phase 3)
Deliverables
• Up to two (2) days onsite installing
:oftw,vare
• Up to one (I) day onsite creating and
populating the ArcSDE database
• Up to one (1) day onsite configuring
ArcGIS Server and creating GIS Services
• Software installation E configurat,on
documentation
TASK 3.1: INSTALL ARCGIS SERVER It ARCSDE
The installation of the enterprise ArcGIS software will be
performed by Woolpert technical staff onsite. The soft-
ware installed will include ArcG15 Server, the ArcGIS Web
Adaptor and ArcSDE. ArcGIS Server provides the compo-
nents necessary to publish GIS resources for consumption
by other web applications. The ArcGIS Web Adaptor allows
for these resources to be accessed and utilized by a Mi-
crosoft Internet Information Services (115) web application,
a requirement of Cityworks. ArcSDE provides the tools necessary to access and manage an enterprise
ArcSDE geodatabase.
A Woolpert technical staff member will come on -site to the appropriate client location to perform the
software installations over a period of up to two (2) consecutive days. ArcGIS Server will be installed
on up to two (2) servers. The ArcGIS Web Adaptor will be installed on one (1) web server. ArcSDE will
be instatted during a period of up to one (1) day onsite on up to two (2) database servers. The installa-
tion processes will be documented by Woolpert technical staff and the documentation provided to the
Client's GIS and IT personnel.
Related sub -tasks are as follows:
• Sub -Task 3.1.1 The Client to identify and prepare facilities and sufficient server access to
accommodate the on -site activities (Client -Owned Task)
• Sub -Task 3.1.2: Woolpert to Install ArcGIS Server, the ArcGIS Web Adaptor and ArcSDE (On-
site Task)
• Sub -Task 3.1.3: Woolpert to Document Installation Procedures (On -site Task)
Deliverables
• Up to two (2) consecutive days onsite installing enterprise ArcGIS Server software
• Up to one (1) day onsite installing the ArcSDE software
• Installation of ArcGIS Server on up to two (2) servers
• Installation of the ArcGIS Web Adaptor on one (1) web server
• installation of ArcSDE on up to two (2) database servers
• Documentation of the software installation processes in MS Word or PDF format
EXHIBIT A
October 22, 2014
02014, Woolpert, Inc., Dayton, 01i. Alt Rights Reserved
%u
Assumptions
GIS Services
Software Installation a Training Statement of Work
• Necessary servers have been installed and /or created and configured per the Final Enter-
prise GIS System Architecture Recommendations document.
• All necessary software and licensing has been purchased and obtained prior to the schedul-
ing of the on -site installations
• ArcGIS 10.2.x will be the targeted release for installation
• Client GIS and IT staff wilt be present and available as necessary for support
• Client GIS and IT staff will participate in the installation processes for the purpose of
knowledge transfer
Client Responsibilities
• The Client's PM will coordinate with appropriate staff to provide facilities in which to per-
form the software installations
• The Client's PM wilt coordinate with appropriate IT staff to provide sufficient server access
• At Least one Client GIS staff and one IT staff wit( be available and attend the duration of
the software installations while Woolpert is on -site
TASK 3.2: CREATE ENTERPRISE ARCSDE GEODATABASE
Once the software installations are complete the Woolpert technical staff member will create a new
enterprise ArcSDE geodatabase on the identified database server(s). The database(s) will be created in
Microsoft SQL Server. Woolpert will also create the necessary SQL Server logins to provide administra-
tive and user access to the GIS data. Once the database is restored Woolpert wilt test connectivity to
the database through ArcGIS Desktop.
Woolpert will then assist the Client's GIS personnel in migrating the GIS data from the file or personal
geodatabase into ArcSDE.
Related sub -tasks are as follows:
• Sub -Task 3.2.1:
• Sub -Task 3.2.2:
Deliverables
Woolpert to Create Enterprise ArcSDE Geodatabase (On -site Task)
Woolpert to Assist in the Migration of the GIS Data into ArcSDE (On -site
Task)
• Woolpert will provide up to one (1) day on -site creating the enterprise ArcSDE 10.2.x geo-
database in Microsoft SQL Server format and assisting in the migration of the GIS data into
the ArcSDE geodatabase
Assumptions
• Necessary servers have been Installed and /or created and configured per the Final GIS Sys-
tem Server Recommendations Report.
• All necessary software and licensing has been purchased prior to the scheduling of the on-
site installations
• ArcGIS 10.2.x wit( be the targeted release for installation
• The ArcSDE geodatabase will be created on the SQL Server Relational Database Manage-
ment System (RDBMS) platform
• Client GIS and IT staff wilt be present and available as necessary for knowledge transfer
and support for the duration of the above defined activities
EXHIE T
October 22, 2014
0 2014, Woolpert, Inc., Dayton, OH. All Rights Reserved
14
t•/
GIS Services
Software installation & Training Statement of Work
• ArcGIS Desktop 10.2.X will be installed on at least one computer and available for creating
and testing the connection to the enterprise ArcSDE geodatabase and performing the data
migration
Client Responsibilities
• The Client's PM will coordinate with appropriate staff to provide facilities in which to per-
form the database restore
• The Client's PM will coordinate with appropriate staff to provide sufficient server access
• At least one Client GIS staff and one IT staff wilt be available and attend the duration white
Woolpert is on -site
TASK 3.3: CONFIGURE ARCGIS SERVER a DEPLOY GIS SERVICES
Following the installation of the enterprise ArcGIS software and deployment of the enterprise ArcSDE
geodatabase(s) to the Client's database server(s), the Woolpert technical staff member will spend up
to one (1) day performing necessary configuration of the GIS server and create GIS services necessary
for Cityworks. The following configuration will take place:
• Verify that the Geometry service is running. If it is not started, start the service - this service
is required by Cityworks for the selection of assets from the Cityworks map
• Configure data stores - This provides ArcGIS server access to GIS resources such as ArcGIS map
documents, ArcSDE connection files and address locators
• Configure ArcSDE Geodatabase connection - provides the ArcGIS Server direct access to the da-
ta in the ArcSDE geodatabase. This keeps ArcGIS Server from copying GIS data from ArcSDE to
the server
Once the configuration items are completed, Woolpert will create the GIS services necessary for City -
works. Any of the map services can be cached, which will increase map performance. Woolpert will
not cache any of the map services but wilt provide recommendations and guidance for doing this. The
Client must have map documents and an address locator prepared beforehand.
• Main Map - This is a map service containing asset GIS data
• Base Map - This is a map service containing base map data such as parcels, street centerlines,
building footprints, etc.
• Raster Map - This is a map or image service containing aerial photography
• Geocode Service - This is a service that consumes an ArcGIS address locator and is used for lo-
cating an address on the map
If any of the above GIS services is available from a third party, such as Hamilton County, creation of
the same services on the Client's GIS server may not be necessary. This determination can be made
while Woolpert is on -site. For any GiS services that will be published directly from the Client's data,
the resources necessary should be prepared beforehand. Woolpert will then repoint these resources to
the newly restored enterprise ArcSDE geodatabase prior to publishing to ArcGIS Server.
The Woolpert technical staff member will document the GIS service creation process and provide the
documentation to the Client GIS staff.
Related sub -tasks are as follows:
• Sub -Task 3.3.1: Woolpert to Configure ArcGIS Server on up to Two (2) Servers (On -site Task)
• Sub -Task 3.3.2: Woolpert to Create up to Four (4) GIS Services on up to Two (2) Servers (to-
tal of up to eight (8) services) and Document the GIS Service Creation Pro-
cess (On-site Task) EXHIBIT
October 22, 2014
02014, Woolpert, Inc., Dayton, OH. All Rights Reserved 15
IA/
Deliverables
GIS Services
Software installation & Training Statement of Work
• Woolpert will provide up to one (1) day on-site configuring ArcGIS Server and creating GIS
services on up to two (2) GIS servers
• Woolpert will document the GIS service creation process and provide the documentation to
the Client in MS Word or PDF format
Assumptions
• If only Utility GIS data is migrated to ArcSDE, the Base map service will be created using
data provided by the Client's GIS staff in shapefile, personal geodatabase or file geodata-
base format
• ArcGIS resources (map documents, address locator) will be created by the Client GIS staff
prior to Woolpert coming on -site
• ArcGIS Desktop 10.2.X will be installed on at least one computer and available for deploy-
ing the GIS services
Client Responsibilities
• The Client's PM will coordinate with appropriate staff to provide sufficient server access
• At least one Client GIS staff and one IT staff will be available and attend the duration while
Woolpert is on -site
• The Client's GIS staff wilt provide data not migrated to ArcSDE for publication to a map
service in ArcGIS Server in either shapefile, personal geodatabase or file geodatabase for-
mat
• The Client's GIS staff will create all GIS resources (map documents, address.locators, etc.)
necessary to create the GIS services prior to Woolpert coming on -site
TASK 3.5: PHASE 3 ACCEPTANCE a CLOSE
This is the Phase exit document that the Client project manager signs indicating Wooipert has deliv-
ered the Phase 3 services in accordance with the Scope of Work and Project Plan. Phase 4 of this
scope will not begin until Phase 3 has been approved by the Client.
EXHIBIT A
October 22, 2014
O 2014, Woolpert, Inc., Dayton, OH. All Rights Reserved 16
VA/
PHASE 4 - ENTERPRISE ARCGIS SYSTEM TRAINING
GiS Services
Software installation & Training Statement of Work
An important component to any project is the transfer of knowledge from Woolpert to the Client.
White this is an ongoing process throughout the project (ifecycle and is built into each component and
interaction, the final portion of the project is dedicated specifically to this process.
Woolpert will provide on -site training for the GIS personnel in the use and management of the enter-
prise ArcGIS software, ArcSDE and ArcGIS Server. This
training will be tailored to the Client's environment and
founded on best practices. Custom training documenta-
Key Enterprise ArcGIS System Training j tion will also be provided.
Support (Phase 4) Deliverables
• Two (2) days of on•site training, for Arc
TASK 4.1: PROVIDE ON-SITE TRAINING
and ilrcGi$ Server administration At the conclusion of the installation and setup of the en-
terprise ArcGIS environment for the Client, Woolpert will
provide training on system administration and best prac-
tices. The training will focus on software features and
functions necessary to support the management of the GIS
data in an enterprise ArcSDE database as welt as those necessary to support a Cityworks implementa-
tion. The training will cover both software products installed and configured by Woolpert: ArcSDE and
ArcGIS Server. Up to two (2) full dayd of training will be provided.
ArcSDE training will include a system overview, data security and versioning. Woolpert will provide a
tutorial on the basic components and functionality of the ArcSDE platform. Data security and permis-
sions will be covered, as well as the process of and best practices for versioning in ArcSDE.
ArcGIS Server training will include an overview of available management tools and platforms, the pro-
cess for creating GIS services and some basic troubleshooting. The management tools in the ArcGIS
Server Manager and ArcCatalog will be demonstrated. Next, Woolpert will cover the creation and man-
agement of GiS services. Finally, basic troubleshooting techniques will be reviewed.
Training documentation will be provided to all attendees of the GiS training. Training will be provided
for up to five (5) individuals.
Related sub -tasks are as follows:
• Sub -Task 4.1.1.1: Woolpert to Develop Custom Training Documents
• Sub -Task 4.1.1.2: Woolpert to Conduct up to Two (2) Days of ArcSDE and ArcGIS Server Ad-
ministration Training (On -site Task)
Deliverables
• Custom administration training manuals for ArcSDE and ArcGIS Server
• Up to two (2) days of on -site ArcSDE and ArcG1S Server administration training for up to five
(5) individuals
Assumptions
• Facilities and computers for training will be provided by the Client
Client Responsibilities
• The Client's PM will coordinate with appropriate staff to provide facilities in which to per-
form the training
October 22, 2014
02014, Wootpert, inc., Dayton, OH. All Rights Reserved
EXHIBIT A
17
0AI
GIS Services
Software Installation re Training Statement of Work
• The Client's PM will coordinate with appropriate staff to provide computers containing
ArcGIS Desktop 10.2.x for use during training
• The Client's GIS staff will attend and participate in the training
TASK 4.2: PHASE 4 QUALITY CONTROL
Woolpert technical resources, not regularly involved with this implementation will perform independ-
ent quality review of the work processes and deliverable products in accordance with the Woolpert
Total Quality Plan.
TASK 4.3: PHASE 4 ACCEPTANCE Et CLOSE
This is the Phase exit document that the Client project manager signs indicating Woolpert has deliv-
ered the Phase 4 services in accordance with the Scope of Work and Project Plan.
October 22, 2014
O 2014, Woolpert, Inc, Dayton, OH. Alt Rights Reserved
EXHIBIT A
(pfzx
18
ik •
PROJECT COST ESTIMATES
GIS Services
Software Installation & Training Statement of Work
Estimated Project Costs, inclusive of all labor and reimbursables, are provided in the following table.
Work will be performed on a Firm Fixed Fee basis.
Task
Cost
PROJECT ROLL-UP:
S29,940.00
iii40*ii.61i'SYSit.A1( SERVER RECOMMENDATIONS
Task 1.1: Conduct Pre-Planning Discovery
Task 1.2: Develop GIS Server Recommendations
PHASE -2z ENTERPRISE GEODATABASE SUPPORT
-
Task 2.1: Create Geodatabase Schema
Task 2.2: Migrate Existing GIS Data
PHASE 3 ENTERPRISE GIS SOFTWARE INSTALLATION Et GEODATABASE ItF.ATION
Task 3.1: Install ArcGIS Server & ArcSDE
Task 3.2: Create Enterprise ArcSDE Geodatabase
Task 3.3: Configure ArcGIS Server and Deploy GIS Services
PHASE 4: ENTERPRISE ARCGIS SYSTEM TRAINING
Task 4.1: Provide On-Site Training
. . •
ESTIMATED TRAVEL COSTS -
$2,7M0
$900.00
$ 1800.00
$ 2;550.00 I
$ 1,650.00
$ 900.00
$ 480..00
$ 2,400.00
$ 1200.00
$ 1200.00
$ 8400.00
$ 8,400.00
$ 5,440.00
EXHIBIT
October 22, 2014
02014, Wootpert, Inc., Dayton, OF/. Alt Rights Reserved
19
GIS Services
Software installation & Training Statement of Work
Woolpert's current rate schedule, for non- scoped implementation services offered on a lime O Materi-
al basis, are as listed in the following table. These rates are valid through December 31, 2014.
Resource Name Hourly Rate
Practice Leader
Project Director
Project Manager
Group Manager
Subject Matter Specialist
Senior Developer
Developer
Senior System Analyst
System Analyst
Admin
$220.00/h r
$203.00/hr
$l84.00/hr
$184.00/hr
$215.00/ hr
$175.00/hr
$150.00/hr
$150.00/hr
$130.00 /hr
$80.00 /hr
October 22, 2014
2014, Woo[pert, Inc., Dayton, OH. ALI Rights Reserved
EXHIBIT 95,
23
t Chart, indicating appropriate project milestones and critical path, will be developed once a final Scope of Work has been determined. The above detailed Scope of Wol
a Notice -to- Proceed. The schedule below is a draft and is intended to portray a possible schedule scenario.
twr. atrt 11,3'1 ,
,, V
nnn:�c++:r.iimte r
rirrtv.::z .
Vie+
Mir r:nietcist r
rill
3 neieainnrarr.
rt .
.4. n- grip.• -its ..
c?�. ni rinnr n
O 1
1
re••+ww
_ �
•
00%; t._. rbureedi.aHelaMStan(M.01i W
ir0.rl(T.4 2
Won R
R-i •
fabler Y
Stan Monti •
•• M
1 P
. 1
.,ambitsUttCwtC$ e
a
�.
=rNOrxrewMtraertNN i
itxtOYAts L
t1(gTnniti](IT T
Te11t1tnTn(1'tR111l:n(( s
e�astlR -h.s x
lamor s
4
MS.ettor M
q_.rtwntntlf S
Ns+Nert..�.H(wrtl.Mthe e
• ri
T.Y_CiC7.Urlg7t CelarO G:S 0= 010 E:an GtvOU:Itol4 11? YhO V11;tr? TYu •tR6/1S
ail} ' '
Ce einO�mVar: '4 Faetcaoe Li7drtiii WeOEE -� - _.. ..... •J : I%... WI Ul4 1 -TiZiiii1S E
_ • Y
�.
�Sflf i
EXHIBIT
City of Carmel
ONE CIVIC SQUARE
CARMEL, INDIANA 46032
INDIANA RETAIL TAX EXEMPT
CERTIFICATE NO. 003120155 002 0
FEDERAL EXCISE TAX EXEMPT
35- 6000972
FORM APPROVED BY STATE BOARD OF ACCOUNTS FOR CITY OF CARMEL -1997
PAGE 1
PURCHASE ORDER NUMBER
S03058
THIS NUMBER MUST APPEAR ON INVOICES, NP
VOUCHER, DELIVERY MEMO, PACKING SLIPS,
SHIPPING LABELS AND ANY CORRESPONDENCE.
PURCHASE ORDER DATE
DATE REQUIRED
REQUISITION NO.
VENDOR NO.
DESCRIPTION
1/12/2015
369021
WOOLPERT INC
VENDOR 4454 IDEA CENTER BLVD
DAYTON OH 45430
Carmel Utilities
SHIP 30 West Main St Ste 220
TO Carmel, IN 46032
CONFIRMATION
BLANKET
CONTRACT
PAYMENT TERMS
FREIGHT
QUANTITY I uNITOFMEASURE 1 DESCRIPTION
1 UNIT PRICE I EXTENSION
1.00 Each
SOFTWARE INSTALLATION &
TRAINING
$30,000.00 $30,000.00
AVAIL 06- 1050 -86
PLEASE INVOICE IN DUPLICATE
Credit $0.00
Department
Account
SHIPPING INSTRUCTIONS
1 Project
• SHIP PREPAID
C.O.D. SHIPMENTS CANNOT BE ACCEPTED
• PURCHASE ORDER NUMBER MUST APPEAR ON ALL
SHIPPING LABELS
• THIS ORDER ISSUED IN COMPLIANCE WITH CHAPTER 99, ACTS 1945
AND ACTS AMENDATORY THEREOF AND SUPPLEMENT THERM-O.
DOCUMENT CONTROL NO. S03058
lProject Account
AMOUNT
PAYMENT $30,000.00
• NP 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 AFFADAVIT ATTACHED.
• I HEREBY CERTIFY THAT THERE IS AN OBLIGATED BALANCE IN
THIS APPROPRIATION SUFFICIENT TO PAY FOR THE ABOVE ORDER.
ORDERED BY
TITLE
CLERK - TREASURER