HomeMy WebLinkAbout24 - Professional Services Agreements - NV5 Geospatial, Inc - Geographic Information Systems (GIS) Services DocuSign Envelope ID:62D4EA69-3477-4B2A-98CA-C4544DAAD597
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this 4th day of rune , 2024
("Effective Date"), by and between the CITY OF BOZEMAN, MONTANA, a self-governing
municipal corporation organized and existing under its Charter and the laws of the State of Montana,
121 North Rouse Street, Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT
59771, hereinafter referred to as "City," and, NV5 Geospatial, Inc., N6216 Resources Drive,
Sheboygan Falls,WI, 53085,hereinafter referred to as"Contractor."The City and Contractor may be
referred to individually as "Party" and collectively as "Parties."
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree as follows:
1. Purpose: City agrees to enter this Agreement with Contractor to perform for City
services described in the Scope of Services attached hereto as Exhibit A and by this reference made
a part hereof.
2. Term/Effective Date: This Agreement is effective upon the Effective Date and will
expire on the 31St day of December, 2026, unless earlier terminated in accordance with this
Agreement.
3. Scope of Services: Contractor will perform the work and provide the services in
accordance with the requirements of the Scope of Services. For conflicts between this Agreement and
the Scope of Services, unless specifically provided otherwise, the Agreement governs.
4. Payment: City agrees to pay Contractor the amount specified in the Scope of
Services. Any alteration or deviation from the described services that involves additional costs above
the Agreement amount will be performed by Contractor after written request by the City and will
become an additional charge over and above the amount listed in the Scope of Services. The City
must agree in writing upon any additional charges.
5. Contractor's Representations: To induce City to enter into this Agreement,
Contractor makes the following representations:
a. Contractor has familiarized itself with the nature and extent of this Agreement, the
Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules,
and regulations that in any manner may affect cost,progress or performance of the Scope of Services.
b. Contractor represents and warrants to City that it has the experience and ability to
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perform the services required by this Agreement; that it will perform the services in a professional,
competent and timely manner and with diligence and skill; that it has the power to enter into and
perform this Agreement and grant the rights granted in it; and that its performance of this Agreement
shall not infringe upon or violate the rights of any third party,whether rights of copyright,trademark,
privacy, publicity, libel, slander or any other rights of any nature whatsoever, or violate any federal,
state and municipal laws. The City will not determine or exercise control as to general procedures or
formats necessary to have these services meet this warranty.
6. Independent Contractor Status/Labor Relations: The parties agree that Contractor
is an independent contractor for purposes of this Agreement and is not to be considered an employee
of the City for any purpose. Contractor is not subject to the terms and provisions of the City's
personnel policies handbook and may not be considered a City employee for workers' compensation
or any other purpose. Contractor is not authorized to represent the City or otherwise bind the City in
any dealings between Contractor and any third parties.
Contractor shall comply with the applicable requirements of the Workers' Compensation Act,
Title 39, Chapter 71, Montana Code Annotated (MCA), and the Occupational Disease Act of
Montana,Title 39, Chapter 71,MCA. Contractor shall maintain workers' compensation coverage for
all members and employees of Contractor's business, except for those members who are exempted
by law.
Contractor shall furnish the City with copies showing one of the following: (1) a binder for
workers' compensation coverage by an insurer licensed and authorized to provide workers'
compensation insurance in the State of Montana; or (2) proof of exemption from workers'
compensation granted by law for independent contractors.
In the event that, during the term of this Agreement, any labor problems or disputes of any
type arise or materialize which in turn cause any services to cease for any period of time, Contractor
specifically agrees to take immediate steps, at its own expense and without expectation of
reimbursement from City, to alleviate or resolve all such labor problems or disputes. The specific
steps Contractor shall take shall be left to the discretion of Contractor; provided, however, that
Contractor shall bear all costs of any related legal action. Contractor shall provide immediate relief
to the City so as to permit the services to continue at no additional cost to City.
Contractor shall indemnify, defend, and hold the City harmless from any and all claims,
demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in
connection with any labor problems or disputes or any delays or stoppages of work associated with
such problems or disputes and for any claims regarding underpaid prevailing wages.
7. Indemnity/Waiver of Claims/Insurance: For other than professional services
rendered, to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and
hold harmless the City, its agents, representatives, employees, and officers (collectively referred to
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for purposes of this Section as the City) from and against any and all claims, demands, actions, fees
and costs (including attorney's fees and the costs and fees of expert witness and consultants), losses,
expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or
damages of whatever kind or nature connected therewith and without limit and without regard to the
cause or causes thereof or the negligence of any party or parties that may be asserted against,
recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or
in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; or (ii)
any negligent, reckless, or intentional misconduct of any of the Contractor's agents.
For the professional services rendered, to the fullest extent permitted by law, Contractor
agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and
expenses, including reasonable defense attorney fees, to the extent caused by the negligence or
intentional misconduct of the Contractor or Contractor's agents or employees.
Such obligations shall not be construed to negate,abridge,or reduce other rights or obligations
of indemnity that would otherwise exist. The indemnification obligations of this Section must not be
construed to negate, abridge, or reduce any common-law or statutory rights of the City as
indemnitee(s) which would otherwise exist as to such indemnitee(s).
Contractor's indemnity under this Section shall be without regard to and without any right to
contribution from any insurance maintained by City.
Should the City be required to bring an action against the Contractor to assert its right to
defense or indemnification under this Agreement or under the Contractor's applicable insurance
policies required below, the City shall be entitled to recover reasonable costs and attorney fees
incurred in asserting its right to indemnification or defense but only if a court of competent
jurisdiction determines the Contractor was obligated to defend the claim(s) or was obligated to
indemnify the City for a claim(s) or any portion(s)thereof.
In the event of an action filed against the City resulting from the City's performance under
this Agreement, the City may elect to represent itself and incur all costs and expenses of suit.
Contractor also waives any and all claims and recourse against the City, including the right of
contribution for loss or damage to person or property arising from, growing out of, or in any way
connected with or incident to the performance of this Agreement except "responsibility for [City's]
own fraud, for willful injury to the person or property of another, or for violation of law, whether
willful or negligent" as per 28-2-702, MCA.
These obligations shall survive termination of this Agreement and the services performed
hereunder.
In addition to and independent from the above,Contractor shall at Contractor's expense secure
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insurance coverage through an insurance company or companies duly licensed and authorized to
conduct insurance business in Montana which insures the liabilities and obligations specifically
assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion
for liabilities specifically assumed by the Contractor in this Section.
The insurance shall cover and apply to all claims, demands, suits, damages, losses, and
expenses that may be asserted or claimed against, recovered from, or suffered by the City without
limit and without regard to the cause therefore and which is acceptable to the City. Contractor shall
furnish to the City an accompanying certificate of insurance and accompanying endorsements in
amounts not less than as follows:
• Workers' Compensation—statutory;
• Employers' Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;
• Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate;
• Automobile Liability- $1,000,000 property damage/bodily injury per accident; and
• Professional Liability- $1,000,000 per claim; $2,000,000 annual aggregate.
The above amounts shall be exclusive of defense costs. The City shall be endorsed as an
additional or named insured on a primary non-contributory basis on the Commercial General,
Employer's Liability, and Automobile Liability policies. The insurance and required endorsements
must be in a form suitable to City and shall include no less than a thirty(30)day notice of cancellation
or non-renewal. Contractor shall notify City within two (2) business days of Contractor's receipt of
notice that any required insurance coverage will be terminated or Contractor's decision to terminate
any required insurance coverage for any reason.
The City must approve all insurance coverage and endorsements prior to the Contractor
commencing work.
8. Termination for Contractor's Fault:
a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails
to perform any of its obligations under this Agreement, or otherwise breaches any terms or
conditions of this Agreement, the City may, by written notice, terminate this Agreement and
the Contractor's right to proceed with all or any part of the work ("Termination Notice Due
to Contractor's Fault"). The City may then take over the work and complete it, either with its
own resources or by re-letting the contract to any other third party.
b. In the event of a termination pursuant to this Section 8, Contractor shall be
entitled to payment only for those services Contractor actually rendered.
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C. Any termination provided for by this Section 8 shall be in addition to any other
remedies to which the City may be entitled under the law or at equity.
d. In the event of termination under this Section 8, Contractor shall, under no
circumstances, be entitled to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature arising, or claimed to have arisen, as a result of the termination.
9. Termination for City's Convenience:
a. Should conditions arise which, in the sole opinion and discretion of the City,
make it advisable to the City to cease performance under this Agreement, the City may
terminate this Agreement by written notice to Contractor ("Notice of Termination for City's
Convenience"). The termination shall be effective in the manner specified in the Notice of
Termination for City's Convenience and shall be without prejudice to any claims that the City
may otherwise have against Contractor.
b. Upon receipt of the Notice of Termination for City's Convenience, unless
otherwise directed in the Notice, the Contractor shall immediately cease performance under
this Agreement and make every reasonable effort to refrain from continuing work, incurring
additional expenses or costs under this Agreement and shall immediately cancel all existing
orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as
may be necessary to preserve, protect, and maintain work already completed or immediately
in progress.
C. In the event of a termination pursuant to this Section 9, Contractor is entitled
to payment only for those services Contractor actually rendered on or before the receipt of the
Notice of Termination for City's Convenience.
d. The compensation described in Section 9(c) is the sole compensation due to
Contractor for its performance of this Agreement. Contractor shall, under no circumstances,
be entitled to claim or recover consequential, special,punitive, lost business opportunity, lost
productivity, field office overhead, general conditions costs, or lost profits damages of any
nature arising, or claimed to have arisen, as a result of the termination.
10. Limitation on Contractor's Damages; Time for Asserting Claim:
a. In the event of a claim for damages by Contractor under this Agreement,
Contractor's damages shall be limited to contract damages and Contractor hereby expressly
waives any right to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature or kind.
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b. In the event Contractor wants to assert a claim for damages of any kind or
nature, Contractor shall provide City with written notice of its claim, the facts and
circumstances surrounding and giving rise to the claim, and the total amount of damages
sought by the claim, within thirty (30) days of the facts and circumstances giving rise to the
claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights
to assert such claim.
11. Representatives and Notices:
a. City's Representative: The City's Representative for the purpose of this
Agreement shall be Gail Jorgenson, GIS Program Manager or such other individual as City
shall designate in writing. Whenever approval or authorization from or communication or
submission to City is required by this Agreement, such communication or submission shall be
directed to the City's Representative and approvals or authorizations shall be issued only by
such Representative; provided, however, that in exigent circumstances when City's
Representative is not available, Contractor may direct its communication or submission to
other designated City personnel or agents as designated by the City in writing and may receive
approvals or authorization from such persons.
b. Contractor's Representative: The Contractor's Representative for the
purpose of this Agreement shall be Robert Vander Meer, Vice President, State & Regional
Vertical Lead, or such other individual as Contractor shall designate in writing. Whenever
direction to or communication with Contractor is required by this Agreement, such direction
or communication shall be directed to Contractor's Representative; provided, however, that
in exigent circumstances when Contractor's Representative is not available, City may direct
its direction or communication to other designated Contractor personnel or agents.
C. Notices: All notices required by this Agreement shall be in writing and
shall be provided to the Representatives named in this Section. Notices shall be deemed given
when delivered,if delivered by courier to Party's address shown above during normal business
hours of the recipient; or when sent, if sent by email or fax (with a successful transmission
report) to the email address or fax number provided by the Party's Representative; or on the
fifth business day following mailing, if mailed by ordinary mail to the address shown above,
postage prepaid.
12. Permits: Contractor shall provide all notices, comply with all applicable laws,
ordinances,rules,and regulations,obtain all necessary permits,licenses,including a City of Bozeman
business license, and inspections from applicable governmental authorities, and pay all fees and
charges in connection therewith.
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13. Laws and Regulations: Contractor shall comply fully with all applicable state and
federal laws, regulations, and municipal ordinances including, but not limited to, all workers'
compensation laws, all environmental laws including, but not limited to, the generation and disposal
of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and
provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and
State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination,
affirmative action, and utilization of minority and small business statutes and regulations.
15. Nondiscrimination and Equal Pay: The Contractor agrees that all hiring by
Contractor of persons performing this Agreement shall be on the basis of merit and qualifications.
The Contractor will have a policy to provide equal employment opportunity in accordance with all
applicable state and federal anti-discrimination laws, regulations, and contracts. The Contractor will
not refuse employment to a person, bar a person from employment, or discriminate against a person
in compensation or in a term, condition, or privilege of employment because of race, color, religion,
creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual orientation,
gender identity, physical or mental disability, except when the reasonable demands of the position
require an age, physical or mental disability, marital status or sex distinction. The Contractor shall
be subject to and comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United
States Code, and all regulations promulgated thereunder.
Contractor represents it is, and for the term of this Agreement will be, in compliance with the
requirements of the Equal Pay Act of 1963 and Section 39-3-104,MCA(the Montana Equal Pay Act).
Contractor must report to the City any violations of the Montana Equal Pay Act that Contractor has
been found guilty of within 60 days of such finding for violations occurring during the term of this
Agreement.
Contractor shall require these nondiscrimination terms of its subcontractors providing services
under this Agreement.
16. Intoxicants;DOT Drug and Alcohol Regulations/Safety and Training: Contractor
shall not permit or suffer the introduction or use of any intoxicants,including alcohol or illegal drugs,
by any employee or agent engaged in services to the City under this Agreement while on City property
or in the performance of any activities under this Agreement. Contractor acknowledges it is aware of
and shall comply with its responsibilities and obligations under the U.S.Department of Transportation
(DOT)regulations governing anti-drug and alcohol misuse prevention plans and related testing. City
shall have the right to request proof of such compliance and Contractor shall be obligated to furnish
such proof.
The Contractor shall be responsible for instructing and training the Contractor's employees
and agents in proper and specified work methods and procedures. The Contractor shall provide
continuous inspection and supervision of the work performed. The Contractor is responsible for
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instructing its employees and agents in safe work practices.
17. Modification and Assignability: This Agreement may not be enlarged, modified or
altered except by written agreement signed by both parties hereto. The Contractor may not
subcontract or assign Contractor's rights, including the right to compensation or duties arising
hereunder,without the prior written consent of the City. Any subcontractor or assignee will be bound
by all of the terms and conditions of this Agreement.
18. Reports/Accountability/Public Information: Contractor agrees to develop and/or
provide documentation as requested by the City demonstrating Contractor's compliance with the
requirements of this Agreement. Contractor shall allow the City, its auditors, and other persons
authorized by the City to inspect and copy its books and records for the purpose of verifying that the
reimbursement of monies distributed to Contractor pursuant to this Agreement was used in
compliance with this Agreement and all applicable provisions of federal, state, and local law. The
Contractor shall not issue any statements, releases or information for public dissemination without
prior approval of the City.
19. Non-Waiver: A waiver by either party of any default or breach by the other parry of
any terms or conditions of this Agreement does not limit the other parry's right to enforce such term
or conditions or to pursue any available legal or equitable rights in the event of any subsequent default
or breach.
20. Attorney's Fees and Costs: In the event it becomes necessary for either Party to
retain an attorney to enforce any of the terms or conditions of this Agreement or to give any notice
required herein, then the prevailing Party or the Party giving notice shall be entitled to reasonable
attorney's fees and costs, including fees, salary, and costs of in-house counsel including the City
Attorney's Office staff.
21. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all
appropriate employee withholdings.
22. Dispute Resolution:
a. Any claim, controversy, or dispute between the parties, their agents,
employees, or representatives shall be resolved first by negotiation between senior-level
personnel from each party duly authorized to execute settlement agreements. Upon mutual
agreement of the parties,the parties may invite an independent,disinterested mediator to assist
in the negotiated settlement discussions.
b. If the parties are unable to resolve the dispute within thirty (30) days from the
date the dispute was first raised, then such dispute may only be resolved in a court of
competent jurisdiction in compliance with the Applicable Law provisions of this Agreement.
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23. Survival: Contractor's indemnification shall survive the termination or expiration of
this Agreement for the maximum period allowed under applicable law.
24. Headings: The headings used in this Agreement are for convenience only and are not
be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to
which they refer.
25. Severability: If any portion of this Agreement is held to be void or unenforceable,the
balance thereof shall continue in effect.
26. Applicable Law: The parties agree that this Agreement is governed in all respects by
the laws of the State of Montana.
27. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs,
legal representatives, successors, and assigns of the parties.
28. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the
parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or
enforced by a third party.
29. Counterparts: This Agreement may be executed in counterparts, which together
constitute one instrument.
30. Integration: This Agreement and all Exhibits attached hereto constitute the entire
agreement of the parties. Covenants or representations not contained herein or made a part thereof
by reference, are not binding upon the parties. There are no understandings between the parties other
than as set forth in this Agreement. All communications, either verbal or written, made prior to the
date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this
Agreement by reference.
31. Consent to Electronic Signatures: The Parties have consented to execute this
Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act,
Title 30, Chapter 18, Part 1, MCA.
32. Extensions: this Agreement may,upon mutual agreement,be extended for a period
of one year by written agreement of the Parties. In no case, however, may this Agreement run longer
than 3 1'day of December 2027.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and
year first above written or as recorded in an electronic signature.
CITY OF BOZEMAN,MONTANA DocuSigned NV5 Geospatial, Inc
b .
sN ONTRACTOR(Type Name Above)
DocuSigned by: y DocuSigned by:
By UjIV 1. a B �b'yf NLt,t,V'
5098809198DA472... KOFD302075A406...
Chuck Winn,Interim City tanager
Robert Vander Meer
Print Name:
Print Title: Vice President
APPROVED AS TO FORM:
ByFDocuSigned by:
SA'101
Greg Sullivan, Bozeman City Attorney
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Exhibit A
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OF BOZEMAN, MT
Professional Geographic N V 5
G EOSPATIAL
Information Systems Services
( Revised)
DATE SUBMITTED BY:
Garrido,May 3, 2024 John
DocuSign Envelope ID:62D4EA69-3477-4B2A-98CA-C4544DAAD597
Attachment A
NONDISCRIMINATION AND EQUAL PAY AFFIRMATION
NV5 Geospatial, Inc. (name of entity submitting) hereby affirms it will not
discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or
because of actual or perceived sexual orientation, gender identity or disability and acknowledges and
understands the eventual contract will contain a provision prohibiting discrimination as described
above and this prohibition on discrimination shall apply to the hiring and treatments or proposer's
employees and to all subcontracts.
In addition, NV5 Geospatial, Inc. (name of entity submitting) hereby affirms it
will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and
has visited the State of Montana Equal Pay for Equal Work "best practices" website,
https://eguaIPay.mt.gov/BestPractices/Emplovers, or equivalent "best practices publication and has
read the material.
Robert Vander Meer
,c President, State & Regional
Name and title of person authorized to sign on behalf of submitter
DocuSign Envelope ID:62D4EA69-3477-4B2A-98CA-C4544DAAD597
May 3, 2024
NV513EOSPATIAL
City of Bozeman, Montana
Attn: Gail Jorgenson, GIS Program Manager
PO Box 1230
Bozeman, MT 59771-1230
RE: Proposal for Professional Geographic Information Systems(GIS)Services
Dear Ms. Jorgenson,
NV5 Geospatial, Inc. (NV5) is pleased to submit our proposal for the Professional Geographic Information
Systems (GIS) Services project detailed in the RFP. NV5 Geospatial has a long and outstanding history of
providing full-service geospatial solutions,and we are the largest singular provider of end-to-end geospatial
services and solutions in the U.S. NV5 Geospatial is the only firm to achieve a Platinum Partnership with
both Esri and Cityworks. NV5 Geospatial is willing to comply with all work requirements and other terms
and conditions specified in this solicitation.
Summation of Submittal and Unique Qualifications:
• Experienced and Trusted Partner-Since 2018, NV5 Geospatial has provided the City of Bozeman
services supporting GIS and Cityworks environments. Most recently, NV5 Geospatial was awarded
a 3-year contract with the City of Bozeman to provide GIS and Asset Management services and has
supported numerous tasks from this contract. We know that both timeliness and quality of work
are absolute prerequisites, and NV5 Geospatial has the necessary experience and the dedicated
staff waiting to offer quality professional services. We are proud to be a trusted partner for the City
of Bozeman-and,as such-can provide expert data knowledge and an extensive understanding of
the City's environment.
• Premier GIS and Cityworks Provider-NV5 is the only firm to achieve Platinum Partner status with
Cityworks and Esri for our engagement, experience, and contribution levels within both technical
communities. NV5 Geospatial also participates in Esri's Partner Advisory(PAC) and CTO Councils,
where we can influence business and technical initiatives within Esri. This partnership status
allows our team to understand the intricacies of both environments,which will prove beneficial to
supporting the City of Bozeman's roadmap and help optimize the City's GIS environment well into
the future.
• Local, Unparalleled, Personalized Service - NV5 Geospatial is known for its unmatched,
personalized level of service across the country. We take an adaptive approach and understand
the importance of your objectives. Our Cityworks Solution Engineer and Group Lead, Haley Jurecki,
and several of our staff live in your community and have the knowledge and expertise to deliver
the results you need locally. Working closely together will turn this project into a huge success
story for your team and its users.
Please contact me at 909-645-9560 or john.garrido@nv5.com if you would like additional information. We
look forward to your favorable review of our proposal and working together to accomplish this project.
Sincerely,
John Garrido,Account Executive
NY5 NV5 Geospatial- Professional Geographic Information Systems Services 1
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Table of Contents
1.0 EXECUTIVE SUMMARY...............................................................................................................3
2.0 FIRM PROFILE ............................................................................................................................4
EsriPartnership.............................................................................................................................................4
Licenses and Certifications..........................................................................................................................6
Cityworks Platinum Partnership...................................................................................................................6
Subcontractor Overview:VertiGIS................................................................................................................7
KeyPersonnel ...............................................................................................................................................7
3.0 SCOPE OF PROJECT.................................................................................................................10
Phase 1 - Needs Assessment & Roadmap ..............................................................................................10
Phase 2 - Roadmap Implementation........................................................................................................10
4.0 GENERAL AND TECHNICAL REQUIREMENTS............................................................................11
5.0 RELATED EXPERIENCE WITH PROJECTS SIMILAR TO THE SCOPE OF SERVICES ....................12
6.0 DESCRIPTION OF PROPOSED APPROACH TO THE PROJECT...................................................15
Phase 1 - Needs Assessment & Roadmap ..............................................................................................15
Phase 2 - Roadmap Implementation........................................................................................................19
7.0 PROPOSED SCHEDULE.............................................................................................................21
8.0 PRESENT AND PROJECTED WORKLOADS................................................................................22
9.0 RECENT AND CURRENT WORK FOR THE CITY OF BOZEMAN ...................................................23
10.0 REFERENCES............................................................................................................................24
11.0 PRICE PROPOSAL FOR BOTH PHASE 1 AND PHASE 2..............................................................25
NY5 NV5 Geospatial - Professional Geographic Information Systems Services 2
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1 .0 Executive Summary
The City of Bozeman (the City) has a well-established enterprise GIS platform to support city staff,
leadership,and citizens in providing innovative visibility and insight into information about the community.
The technology platforms accommodate everything from internal operations and business processes to
analytics and visualization, offering improved transparency, increased accountability, and broad
collaboration.
The current implementation is based on the Esri ArcGIS Enterprise software stack with complementary
implementations of Cityworks, Geocortex (VertiGIS), and FME, among other systems. The deployment
landscape represents a robust landscape of synergistic enterprise solutions,which also require deliberate
maintenance and sustainment to provide continuous support to the user base. Keeping pace with
evolutions in the respective technology stacks requires a clear and thoughtful vision, which is a primary
reason the City has initiated the request for an assessment and roadmap.
Fortunately, NV5 Geospatial (NV5) has been performing such services and shaping the enterprise vision
for decades, supporting organizations ranging from local governments to the Federal government to
Fortune 500 companies. We are North America's largest geospatial services firm, providing geographic
insights to government and corporate organizations that need geospatial intelligence to mitigate risk,grow
plans, better manage resources,and advance scientific understanding.
NV5 proposes a discovery-style engagement to the City centered on a two-day onsite workshop. Through
the workshop, we will gather information and learn about the City as an organization and the underlying
technology landscape. Within that context,we will develop a roadmap to advance and upgrade the current
platforms. Subsequently, NV5 will help the City undertake priority tasking identified via the roadmap
through a flexible and ongoing support block engagement.
NV5 looks forward to continuing our partnership with the City and helping to advance the enterprise GIS
program to support organizational needs now and in the future.
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2.0 Firm Profile
NV5 is qualified, prepared, and can deliver the services needed to achieve the
City's contract objectives. We are North America's largest geospatial services
firm, providing geographic insights to clients who need geospatial intelligence
to mitigate risk, grow plans, better manage resources, and advance scientific
understanding. N V 5
Our client base includes local, county, state, regional, and federal agencies and many of North America's
top engineering and industrial firms. Our GIS staff consists of an experienced Team of Certified Project
Management Professionals, Scrum Masters, Scum Product Owners, GIS Professionals, Analysts, and
Developers organized to deliver GIS Software Solutions and Services based on client-specific needs.
Our client-focused Teams are supported by a deep corporate bench skilled with geospatial technology and
trends, including Enterprise Architects,Solutions Architects,Solutions Engineers, Geospatial Analysts,and
more,working across 100+offices in the United States.
We lead the nation as the only end-to-end geospatial solutions provider capable of delivering the highest
quality data and geographic insights. We combine unmatched expertise and experience with the latest
technology and proprietary software to map and analyze all types of terrain. We have mapped millions of
square miles of imagery and lidar throughout the United States. But we are so much more than what we
measure.
We also lead our peers in innovation and actively participate in the research community, constantly
exploring new and novel ways to solve our client's most significant challenges.
We empower our clients to solve challenges using the full spectrum of geospatial and IT services and
solutions, which include enterprise GIS design and implementation, GIS-centric asset management
(Cityworks),extensive data services,geomatics,business solutions,cloud services,infrastructure security,
analytics,and professional services. Customers include local,state,and national government,defense and
intelligence, infrastructure, utilities, energy, airports and ports, and commercial and environmental
customers.
With a mapping and survey heritage dating back to 1969, NV5 (via NV5 Geospatial and Axim Geospatial,
an NV5 company) is dedicated to embracing its legacy traits of flexibility, creativity, innovation,
responsiveness, partnership, and client satisfaction as well as on time,first time right products,which has
defined our success. In 2019, NV5 Geospatial was acquired by NV5 Global, headquartered in Hollywood,
FL, further securing our longstanding history of providing quality services to our clients. In February 2023,
we announced NV5's acquisition of Axim Geospatial as a wholly-owned subsidiary. Now comprised of over
750 Geospatial-dedicated employees, NV5 is ready to support the City with all aspects of your geospatial
needs and build upon our 6-year relationship with the City.
Esri Partnership
NV5 is one of only 18 firms globally that have
attained the level of Esri Platinum Partner. Less than esn
Partner Network
1% of Esri partners worldwide have achieved this dm
highest tier of distinction. We have been an Esri
Business Partner for 30 years and continuously maintain alignment with their vision and initiatives.We have
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preferential pre-release knowledge transfers on new technology and access to the Esri product teams with
premium support. NV5 sits on the Esri Partner Advisory Council (PAC) and through this relationship, NV5
gains insight into and influences Esri technical trajectories in advance of public release.This insight allows
NV5 to help clients navigate upcoming changes to take advantage of new capabilities.
In addition to Platinum Partnership, NV5 has achieved Esri specialty status for several solutions and Esri
product areas:
State and Local State and Local Government Specialty. This specialty is awarded
'I Govemment to partners that specialize in,and have a substantial track record
SPE`' of success with,the development and configuration of ready-to-
use solutions for local and state government clients.
ArcGIS System Ready ArcGIS System Ready. Awarded to partners that adopt the latest
Specialty Esri technology, migrate their offerings in a repeatable practice,
and have a well-trained staff to support the latest Esri software
releases.
Other Specialties of Note:
Indoor GIS ArcGIS Indoors.A complete indoor mapping system for connecting
Specialty workspaces with employees and visitors.
ArcGIS Cloud Services. With the maturity of business systems
Sp C.- _- ArcGIS Cloud Services comes a need for flexible and agile cloud environments and hybrid
C. �a;�
environments for business continuity and resiliency.
ArcGIS Utility Network Management Extension. GIS-based network
Utility Network Management Specialty management for utilities, the new Utility Network (UN)
management tool provides more functionality,added flexibility and
advanced access to data. NV5 is the first Esri partner to receive the
UN partner specialty designation for water utilities.
ArcGIS HUB. A community engagement platform that organizes
Specialty• A Hub people,data,and tools through information-driven initiatives.
Our Esri Platinum Partnership provides significant benefits for our clients, including enhanced professional
services and industry knowledge,which offers NV5 a level of premium support to elevate technical requests
that other companies cannot access. We have regular interfaces with the Esri Product and Professional
Services Team to share experiences, discuss best practices, help define upcoming capabilities, and gain
insight into new technologies that will soon be available for public consumption.
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Licenses and Certifications
Tab 1. NV5 Team Licenses and Certifications
lCertification Type
e
Professional Licensure/ GIS Professional(GISP) 37
Certification Professional Surveyor(PS)/Professional Land Surveyor(PLS) 13
Project Management Professional (PMP) 20
Esri ArcGIS Desktop Associate(EADA) 2
Esri ArcGIS Desktop Professional (EADP) 5
Esri Enterprise Administration Associate(EEAA) 2
Esri Certifications Esri Enterprise Administration Professional (EAEP) 1
Esri Enterprise Geodatabase Management Associate(EGMA) 1
Esri Enterprise Geodatabase Management Professional(EGMP) 2
Esri System Design Associate(ESDA) 1
Esri Web Application Developer Associate(EWDA) 3
CompTIA CompTIA Security+ 35
Information Technology ITIL Foundation Level 1
Infrastructure Library
Amazon Web Services AWS Certified Cloud Practitioner 4
AWS Certified Solution Architect-Associate 1
Microsoft Azure Certification 3
Oracle Oracle Certified Associate 2
Certified DevSecOps Professional 1
Others Professional Scrum Master 5
Certified Scrum Product Owner 1
As our customers' needs have expanded beyond purely Geospatial and Data Capture services, our service
offerings have evolved in parallel to include such things as Geospatial Cloud Services (cloud migrations,
conversions, and ongoing services) which support 20+ active clients, including Harry Reid International
Airport, H artsfield-Jackson Atlanta International Airport (HJAIA), and Port of New Orleans. Many of our
customers rely on NV5 to proactively manage these environments following deployment. In fact, NV5 was
recently recognized with an Implementation Award for Exceptional Achievement at the 2023 Esri Partner
Conference. NV5 staff are experienced and maintain key certifications across all major cloud platforms.
NV5 is also an industry leader in location-based asset management planning,design, and implementation
as well as integrations with EAM and GIS. Our staff have added value to existing asset management/work
order systems through seamless integrations with third-party systems, including financial, HR, and other
related business systems.
Cityworks Platinum Partnership
...........................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
NV5 is a Cityworks Platinum Partner and has been providing a GIS- 9
centric approach to enterprise asset management implementations, Cit works-
upgrades, and support. NV5 has been working with Cityworks since y
before the first release of Cityworks Server — which represents the
contemporary version of the software and the platform against which Cityworks has directed the bulk of
recent development efforts. NV5 has been an official Cityworks Implementation Business Partner since
February 1,2013,however,our experience providing Cityworks related implementation services dates back
to 2008. In July 2017,just four years after establishing our partnership with Cityworks, NV5 reached the
highest tier available,becoming the only firm to hold a Platinum status with both Cityworks and Esri.
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Subcontractor Overview: VertiGlS
VertiGlS North America (VertiGlS)features over 100 employees in the VertiGIS
US and Canada,with 600 VertiGlS employees worldwide. VertiGlS is a
collection of world-class geospatial technology companies brought
together under a single private company. Like VertiGlS North America,these companies have been building
industry-leading geospatial solutions for decades.
VertiGlS is one of just a few Esri Platinum Business Partners,which puts us among the top Esri partners in
the world. Our staff are among the most experienced in deploying and configuring ArcGIS software and
building powerful mapping applications with our VertiGlS Studio software. As such, VertiGlS is well
qualified to deliver the requirements detailed in the City's RFP using our own experienced staff who have
unparalleled knowledge of our VertiGlS Studio software suite.
Key Personnel
To support the proposed services,the NV5 Team will assign two senior technical experts as key personnel
who to facilitate the Phase 1 Needs Assessment and Roadmap. The true strength and value NV5 offers,
however, is the depth and breadth of the team who will support our key personnel. The following diagram
illustrates just part of the team available for collaboration to help ensure the resulting vision and
implementation plan is thorough and accurate.
Jason Cosgrove
Program Manager
Stephen Strain
Project Manager
Steve Mulberry Otiviera
Sr.Solutions Architect VertiGIS Developer
Cityworks Team Geospatial Cloud Services Core Enterprise GIS VertiGlS Team
Functional Group Lend FunctionaL GroupLead Baumgartner Development
L L -A Functional Group Lead L Services Team
Thomas Wilson Mites Ha
Chris Holland
Sr.Solutions Architect Sr.Solutions sit. Solutions Engineer
1r- Chris Collier Bryan Franey KentWilliams
Sr.Solutions Amhitect Solutions Engineer Solutions Engineer
Solutions Engineer Solutions Engineer Solutions Engineer
Steve Mulberry, Senior Esri Solutions Architect,will lead this project to support the core GIS and Cityworks
visioning, starting with a 2-day onsite discovery workshop. During this time, they will discuss system
architecture, deployment patterns, data management, associated workflows, and Enterprise GIS Adoption
pattern review. Once the discovery is completed, Steve will be leading the roadmap development process
and finalize a written deliverable that will be presented to the City and its leadership.
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Pedro Oliveria will support the portion specific to VertiGIS Software and solutions. This will include
discovery workshops in tandem with Steve to help plan for a transition of the Geocortex platform. Pedro
will provide the City with a proposed application architecture diagram after the assessment.Once accepted,
a migration plan will be implemented to support implementation,training, and maintenance.
Steve Mulberry, Sr. Esri Solutions Architect
Technical Expertise Experience
• Esri ArcGIS 33 years
• Systems Design and Architecture Education
• Application Design and Architecture BS/Cartography
• Systems Integration
• Web Development and Design Certification
• RDBMS Design and Architecture 0 Esri Certified Enterprise System Design
• Geospatial Data Design Associate
• Spatial Analysis 0 AWS Certified Cloud Practitioner
• Geoprocessing
Steve is responsible for conceptualizing and engineering enterprise GIS systems. He provides technical
oversight for NV5 business units with integration and deployment of location intelligence solutions running
on industry standard platforms, business systems, and enterprise database management environments;
consults directly with solution architects and program managers supporting business development and
project execution activities; also leads client engagements by demonstrating technical capabilities and
determining functional requirements, systems, and application architecture design and development for
specific project engagements.
Steve has experience working with large organizations on system-wide deployments of Enterprise GIS to
support oil and gas distribution (SCADA, Pilot Patrol),electric distribution (Transmission) waste
management (Logistics,Work Order Management), Real Estate (System Integration, One View App),
Financial (Business Continuity, Big Data).
Steve sits on the Esri CTO council to help influence the future of ArcGIS and advocate for product and
technology enhancements to better enable the development of partner offerings and solutions.
Project Experience
• Evoenergy ActewAGL Cityworks and GIS Healthcheck (Canberra, Australia - 2024): NV5 was
selected by Evoenergy to help optimize their location-based, enterprise platform. This was done
through an immersive and comprehensive assessment of the technology landscape that is
associated with their business processes. NV5 provided onsite discovery workshop and system
health check.Steve was the technical resources assigned to assist given his expertise in enterprise
GIS. Following the onsite engagement, Steve compiled his observations into a written deliverable
that included several recommendations to help support Evoenergy's overall vision and strategy for
their enterprise GIS.
• MnDOT District 7 Asset Inventory Update (District 7, Minnesota - 2021): NV5 was selected by
MnDOT to deliver a new and accurate district-wide inventory of MnDOT owned signs in District 7
on approximately 3,238 lane miles of trunk highway. NV5 worked with MnDOT to identify all
centerline miles, ramps, and local legs of intersecting MnDOT routes that need to be collected in
order to provide MnDOT with a complete inventory of District 7. Steve created an interactive, Esri-
based dashboard that was used as a project management tool to report collection and extraction
progress in real-time to the client.
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• TrueNet Mobile Lidar Mapping (Ontario, Canada Providence- 2021): NV5 was selected to provide
TrueNet Communications with mobile lidar and 360-degree imagery acquisition and data
extraction services to support approximately 100 miles of fiber optic design build in Ontario,
Canada. NV5 deployed a field crew equipped with a Maverick mobile lidar sensors and 360-degree
imagery Ladybug cameras,executed GPS post-processing of the data,and completed subsequent
extraction of 14,575 assets. Steve created an Esri-compatible, web-based data visualization tool,
which allowed the user to access 360 imagery and lidar point clouds. The user is able to play
through the imagery and view point cloud associated with each image. Steve provided 15 user
licenses and hosted the data for 6 months at TrueNet's request.
Pedro Oliveria, Developer
Pedro brings a strong background in software development to every project he works on,with more than 8
years of experience working in software and application development. Since joining VertiGIS in 2015, he
has been part of VertiGIS' most significant data-driven projects that marry Esri products and VertiGIS
software. Along with his extensive expertise working on back-end security providers, Pedro specializes in
front-end user experiences that drive real-time displays of complex indicators, charting requirements, and
data configurations.
Project Experience
• Oregon and Roanoke Forestry, Roseburg Forest Products (2022-2023): Acting as Team and Tech
Lead, Pedro led the VertiGIS team as they built Roseburg's VertiGIS Studio Mobile applications
which were used to monitor and calculate forestry resources and view the company's assets. The
mobile capabilities allow field workers to operate with no network and sync data when going back
to base.
• Walmap Pro, Walgreens (2021-PRESENT): Built previously by VertiGIS, the Walmap application
was modernized using the VertiGIS Studio Web framework and a full ArcGIS Enterprise
implementation on Azure servers. Pedro was integral to the development of the end solution which
resulted in a powerful asset manager supported by constant ETL (extract, transform, load)
processes to update the underlying data. Following successful conversion and deployment, Pedro
continues to enhance and maintain the system with new processes and tools for the end-users to
enjoy.
• Wellbeing Toronto, City of Toronto (2020): Using the new VertiGIS Web framework, Pedro
developed a data-driven solution to Wellbeing Toronto, consisting of a real-time display of
hundreds of indicators throughout Toronto's neighborhoods. With calculations done on the fly,
users can create and configure their own indicators and see custom data relevant to their interests.
Using a new paradigm of data hosted in ArcGIS Online,the solution is completely cloud-based and
client-side.
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3.0 Scope of Project
The requested scope of the RFP spans two phases,including an assessment and visioning component and
subsequent implementation support. The following content summarizes the proposed scope of services,
which are further described in Section 6.0 Description of Proposed Approach to the Project.
Phase 1 - Needs Assessment & Roadmap
The needs assessment and roadmap development phase will center on an onsite workshop to gather
information and learn about the technical landscape and supporting processes,which will then directly feed
into the recommendations and visioning captured in the roadmap deliverable.
Deliverables
• Online User Surveys
• Discovery workshop final agenda
• 2-day onsite workshop
• Roadmap document outline
• Draft roadmap
• Roadmap overview and orientation
• Budgetary references for up to three prioritized projects
• Final roadmap
Phase 2 - Roadmap Implementation
The second phase is intended to support implementing projects outlined in the roadmap document based
on priorities established by the City. Before performing the needs assessment discovery workshops and
developing the roadmap, NV5 Geospatial cannot definitively identify the scope and associated effort
estimates to support implementation. As such,we propose a support block engagement as a powerful yet
flexible option for the City to advance the vision.
Deliverables:
Time and materials (T&M) support block
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4.0 General and Technical Requirements
As an assessment and planning exercise,the development of the roadmap does not have explicit technical
requirements. Instead,the general requirements are more organizational and logistical,such as:
• The City will have a central location and adequate space to support the onsite discovery workshops
• The available space will have basic collaborative infrastructure, including a whiteboard, Wi-Fi,
projector,etc.
• The City will identify and coordinate staff participation in the workshop meetings
• Staff participating in the workshop meetings will have the knowledge and authority to provide
inputs that shape the technical vision
• City project leadership will be responsible for distributing draft content and
aggregating/reconciling feedback
The implementation phase, of course, is likely to have a series of technical requirements associated with
the prioritized tasks, but that will be determined at the time tasks are authorized. Prior to that time, the
following represent high-level technical requirements that may be applicable:
• Adequate software licensing will be available and provided to support all phase 2 tasking
• Software versions will remain static as changes or upgrades are made to the host infrastructure
• Solution configurations will remain static as changes or upgrades are made to the underlying
software environment
• Infrastructure, software, and data changes may be suspended during a mutually agreed
maintenance window to support production releases
• Software versions identified as the target for an upgrade will not change unless mutually agreed
upon
• As necessary,administrative credentials will be provided to support phase 2 activity
• Sufficient infrastructure will be provided to meet documented minimum requirements
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5.0 Related Experience with Projects Similar to the Scope of
Services
Cityworks & GIS Healthcheck
Evoenergy provides gas and electric energy service to >200,000
Contracting Consultant customers spanning an area in Canberra and the surrounding region
Evoenergy ActewAGL of southeast New South Wales. To do so safely and reliably,
Canberra,Australia Evoenergy has adopted an extensive technology landscape.
Kerryn Patterson Location technology (GIS) and Cityworks (work and asset
+61400606007 management) are central among the operational tools, facilitating
kerryn.patterson@ day-to-day business process and integration with other enterprise
actewagl.com.au platforms.
Period of Performance
07/2023-01/2024 To help optimize the location-based, enterprise platforms,
Contract Value Evoenergy contacted NV5 Geospatial to help perform an immersive
$380,700 and comprehensive assessment of the technology landscape and
associated business processes. NV5 Geospatial was charged with
evaluating the respective technology deployments, functional adoption, and user experience to feed into
an assessment of programmatic health and maturity and support a five-year roadmap.
To do so, NV5 Geospatial collaborated with Evoenergy project and technical leadership to design an
extended onsite discovery workshop and system health check.The initial discovery exercise was supported
by multiple NV5 Geospatial technical resources with expertise in enterprise GIS and Cityworks
implementations. Over a period of five-weeks,the team conducted interviews,brainstorming sessions,and
working groups to learn and understand the organizational requirements and constraints underlying the
current deployment and configuration profiles.
Although some suggestions and corresponding adjustments were offered throughout the onsite exercise,
the primary value of the project was represented in a written deliverable to systematically capture
observations, recommendations, and vision. NV5 Geospatial developed the deliverable by parsing through
notes and documentation to distill actionable recommendations that would help advance the enterprise
programs and enhance adoption by improving the user experience. The document was shared with
Evoenergy staff periodically to not only validate the structure, but to incrementally solicit feedback on the
content to confirm accuracy and resonance.
Following the iterative review and deliverable acceptance process, NV5 Geospatial transitioned from the
initial discovery phase to a support services arrangement through which the team has helped implement
priority recommendations. The support phase is an ongoing partnership between Evoenergy and NV5
Geospatial.
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GIS Envisioning Workshops
The Metropolitan Airports Commission (MAC) was established to
Contracting Consultant provide exceptional airport experiences in the Twin Cities region by
Metropolitan Airports leveraging sustainable business practices and contemporary
Commission technology, including a robust enterprise GIS program and
Minneapolis, MN
Cityworks implementation. NV5 Geospatial has been working with
Chris Marquardt MAC to support, maintain, and expand the respective platforms
(612)713-8788 since 2018,however,in 2023 MAC communicated an interest to Esri
chris.marquardt@ to establish a technology roadmap. Given the deep and ongoing
mspmac.org partnership with NV5 Geospatial, both Esri and MAC expressed a
Period of Performance desire for NV5 Geospatial to participate and collaborate through a
11/2023-02/2024 series of onsite workshop sessions.
Contract Value
Performed via the NV5 For MAC, the investment in the Esri software stack has effectively
Platinum Partnership with empowered enterprise workflows and supported diverse business
Esri processes. To confirm continued efficacy and support, MAC
understood that that maintenance and sustainment, though
necessary, would not adequately position the organization for future demands. The roadmap is intended
to provide a vision and a corresponding action plan.
NV5 Geospatial engaged with MAC in collaboration with Esri to perform a discovery workshop through
which MAC staff were able to offer insights,observations,and requirements of the system The workshops
focused on the broad capabilities of the enterprise GIS program, but also included a deeper dive into the
deployment and management of Cityworks as a complementary technology. MAC has adopted both
Cityworks AMS and PLL as a functional extension of the GIS capabilities. Cityworks AMS supports airside
operations and the landside trades workers and PLL is used for permitting the use of cranes at all MAC
airports.
The information captured from the workshops was interpreted and transformed into a roadmap that
included observations, assessments, recommendations, and the roadmap. The observations included
challenges and strengths as context for the adoption and current patterns of for both functional areas of
focus and thematic/departmental opportunities. The recommendations highlighted the keys to success
and outlined associated priority and sequencing with a supporting outline of the corresponding steps and
responsibilities, addressing strategy, data, governance, training, and engagement. The roadmap outlined
core activities and relative timelines to serve as a guide for MAC.
Based on our partnership with Cityworks and long experience with MAC to facilitate the work, asset, and
permit management programs, NV5 Geospatial was able to provide deeper and more specific vision and
recommendations to further complement the overarching recommendations. The result was a
comprehensive and cohesive plan of action in alignment with the MAC mission.
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GIS HealthCheck
The City of Belmont, CA is located within San Mateo County and is
Contracting Consultant home to a population of roughly 28,000. To better serve their
City of Belmont,CA community, the City has invested in their GIS department to assist
Jason Eggers departments and disciplines, including Technology, Senior
(650) 598-4206 Management, Public Works, Parks and Recreation, Community
jeggers@belmont.gov Development,and Public Safety. Given the critical importance of GIS
Period of Performance to support these departments,the City requested that NV5 perform
09/2021-11/2024 a GIS HealthCheck to assess the system and establish a vision for
advancement.
Contract Value
$50,00 In September of 2021, NV5 met with individuals representing the
diverse stakeholder groups to discuss business needs and
associated requirements from the enterprise GIS platform. The information gathered allowed NV5 to
assess the current state of the GIS within the City and each department. In doing so, NV5 was able to
assess the various adoption patterns spanning the participating groups and identify technology
constraints, dependencies, and pain points. Through this process, NV5 was able to communicate critical
success factors to guide the City toward a more optimized deployment to streamline adoption, utilization,
and overall programmatic success.
Prior to the HealthCheck, GIS was supported by the Information Technology department with limited use
by other departments and a generally decentralized organizational structure. The HealthCheck provided a
consolidated assessment of business requirements, key workflows, and information products, which
revealed options for the City to enhance and extend delivery of high-quality location technology services all
customers, both internal and external.
Following the HealthCheck conversations and interviews with the City departments, NV5 compiled and
distilled the information gathered into a summary document to include a summary of observations and
actionable recommendations designed to help address organizational challenges. The recommendations
were organized and prioritized into short-, mid-, and long-term initiatives to allow the City to make
incremental and demonstrable progress.
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6.0 Description of Proposed Approach to the Project
Phase 1 - Needs Assessment & Roadmap
NV5 has long provided assessments and roadmaps for enterprise GIS programs for government agencies
(local, state, and federal), utilities, and private organizations to help gauge the maturity and efficacy of
adoption. The engagements are designed to provide overarching and specific technology
recommendations to offer a viable path for technology sustainment and advancement. Additionally, as a
Platinum Business Partner with both Esri and Cityworks and holding formal partnerships with VertiGlS
(Implementation Partner) and Safe Software FME (Service Partner), our experience and expertise are well
aligned with the core scope elements of the RFP.
Approach
The NV5 approach to assessing and developing roadmaps is based on a proven, discovery-style
engagement to systematically explore technological and organizational characteristics,requirements,pain
points, and opportunities. Through the discovery process, we will facilitate discussions with designated
stakeholders to gather information about the current GIS environment and the patterns of utilization and
adoption that provide operational context for recommendations.
NV5 proposes facilitating the core discovery workshop with a Sr. Solutions Architect familiar with the Esri
software stack and the corresponding best practices for system design and deployment pattern.
Additionally, we have partnered with VertiGlS to support the assessment and planning for the transition
from Geocortex to VertiGlS Studio.
Following a collaboratively finalized agenda and schedule tailored to the City, we will review the current
system in the form of demonstration/orientation by City staff supplemented by interviews, brainstorming,
and whiteboarding. The primary intent of the proposed process is to allow the NV5 team to learn and
understand the technology landscape and underlying business patterns so that we can distill observations
with the most appropriate perspective.
This discovery process is best accomplished through a face-to-face engagement to drive a more dynamic
and immersive interaction. Accordingly, we propose that the core service for Phase 1 be centered on an
onsite workshop hosted at City facilities.
Preliminary Stakeholder Surveys
To support the initial information gathering from stakeholders, NV5 will leverage a series of online user
surveys (up to four) via the Esri Survery123 platform. The surveys will be crafted in collaboration with City
staff to target the desired stakeholder groups, including the General Public, Development Community,
Internal End Users, and Internal Super Users.
To maximize response rate and input, the surveys will be as concise as feasible and reasonable, though
the survey questions will vary in quantity, specificity, and technical depth. Likewise, the surveys will be
heavily skewed toward questions with a predefined list of potential responses (e.g., dropdown lists, radio
buttons)to standardize inputs for effective analysis.
Each survey will be released by NV5 to the City who will communicate or broadcast the link along with a
request for responses to the desired audience. The surveys will, necessarily, be open for a designated
period of time, which will be collaboratively determined, but which is anticipated to not exceed two
consecutive business weeks.
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Information collected via the surveys will be aggregated and reviewed in advance of the Discovery
Workshops. Likewise,the results will be shared with the City for persistent reference.
Deliverables:
• Up to four online surveys (Survey123)
o One high-level/simple (Public)
o Two moderate (Development Community, End Users)
o One technical (Internal Super Users)
• Raw survey results
Discovery Workshop
The proposed workshop will span two consecutive business days, focusing on host system architecture,
enterprise system adoption and trajectory, data workflows, and automation, among other topics that may
arise through conversation. NV5 and VertiGlS staff will support some sessions together collaboratively,
whereas others will be funded independently,as appropriate to the topic.
As referenced, the final list of topics and agenda will be determined collaboratively as part of project
initiation, but the following represent the anticipated core areas of focus:
• System Architecture & Deployment Pattern Review — Understanding the current system
architecture and deployment pattern for the enterprise GIS and related platforms (e.g., Cityworks,
Geocortex/VertiGlS, FME) establishes context through which subsequent discussions may be
facilitated or interpreted.
• Data Management&Associated Workflows — Data is ultimately the engine that powers enterprise
systems,creating the value and insights that justify investing in the technology. Data management
and the associated workflows and integrations or automations determine data integrity, quality,
and distribution,which directly affects the efficacy of a program.
• Enterprise GIS Adoption Pattern Review — Just as system architecture provides context to the
enterprise backbone, understanding adoption patterns offers insight into utilization, demand,
dependency,and more.And,of course,the adoption pattern of enterprise GIS extends to the same
related platforms that empower location technology for the City (Esri, Cityworks,
Geocortex/VertiGlS, FME).
• Staffing & Governance — As with all effective enterprise systems, the understanding and
implementing a robust technology backbone is essential, but so too is ensuring effective
programmatic management,which is represented by staffing plans and a governance framework.
The workshop will include interviews and discussions with participants identified by City project leadership.
Each session is typically one to two hours long, and City staff participation in any given session may vary
by topic. However, we highly recommend limiting involvement to only three to five people who can
authoritatively represent the identified topic(s). In our experience, we have consistently seen that a larger
group tends to result in more discussion internal to the participants about different perceptions
of who, what, why,and how the current configuration or adoption evolved,which can detract from definitive
or insightful progress against the topic.
Deliverables:
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• Discovery workshop final agenda
• 2-day onsite workshop (NV5)
• Up to 8-hours of remote workshops (VertiGlS)
Roadmap Development
Following the discovery workshop, the NV5 team will begin to distill and digest the inputs, observations,
and documentation compiled during the onsite exercise. Among the first activities will be to formulate an
outline of the roadmap document,which will be shared with City project leadership for review and approval.
With a mutually agreed upon document framework established,the NV5 team will begin translating source
information into the respective sections to summarize our observations as the context that underlies our
recommendations. The core content of the roadmap, however, will be the vision, recommendations, and
plans associated with the path forward for the technology suit comprising the enterprise GIS program.
Each discovery-style engagement we perform is designed to be dynamic and adaptive so that we can
collectively pivot the focus to priority areas, which are sometimes revealed by conversation rather than
planned in advance. With that said, we understand the areas of interest to the City for the roadmap center
on the following:
• Enterprise GIS (Esri) Stack - Plan to modernize within the context of evolving industry best
practices to achieve performance, security, stability, scalability, and accessibility goals with a
complementary perspective on adoption,to include a training paradigm for the City.
• Cityworks Enterprise Asset Management- Evaluate the deployment and establish a path toward a
Respond-centric adoption at version 2023, to include consideration of the primary technical and
functional dependencies,such as a transition to the updated reporting engine.
o Core Software Updates: Outlining an implementation pathway and plan for the upgrade to
version 2023, including consideration of sequence of events.
o Dependent Systems: Identify dependent systems, including integrations, automations, and
third-party solutions impacted by the upgrade that require resolution/remediation.
o Respond Adoption Strategy: Evaluate interface modification requirements, document
transition from Inboxes/Saved Searches to Dashboards/Saved Queries.
o Active Reports Conversion: Identify and prioritize reports that require migration based on
parameters such as utilization and complexity.
o Knowledge Transfer & Training: Document requirements and preferences to transition
users between the legacy and new interfaces and associated platform behaviors.
• Geocortex Deployment - Plan for a transition of the GIS-based web presence from the legacy
Geocortex platform/version to VertiGlS Studio Web with the associated impacts to content
management and publication.
o Prerequisites: Identifying prerequisites and confirming they are met is critical to a
successful implementation. Prerequisites can be technical, such as the minimum
supported version of ArcGIS Enterprise, or business-related, such as buy-in from
management and users.
o Implementation Plan:The implementation plan will provide a high-level breakdown of tasks
required to successfully migrate the City to VertiGlS Studio.
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o Training Plan: The NV5 team will provide a recommended training plan to help maximize
their investment in VertiGlS Studio.
o Maintenance Plan:The NV5 team will provide a recommended software maintenance plan
to make sure VertiGlS Studio systems are kept up-to-date.
• Data Automation - Consideration for the workflows and scripts that underlie the flow of data
between systems for persistence and efficacy.
• Programmatic Management - Guidance related to scalable staffing and governance strategies to
support the organizational vision.
o Staffing: Outline of requisite positions,skills,and potential sequence of onboarding for the
team as well as the distribution of staff across stakeholder groups.
o Governance: Description of recommended organizational structures within which the
enterprise GIS will be facilitated by staff, such as steering committee, advisory council,
change/configuration management board,standards oversight,and user group(s).
Before our collaboration with the City and before the workshop, the NV5 team envisions the roadmap
organized broadly into sections or categories aligned with the primary topics listed above. The
conversations will inform the details and nuances of each section and the path outlined in the workshop.
The team will identify a temporal element to the roadmap recommendations,typically represented by short-
-, mid-, and long-term.
We will share a draft of the roadmap document with City project leadership for internal distribution, as
appropriate. The NV5 team may share individual content sections incrementally, depending on how the
roadmap document development unfolds, but the City will have an opportunity to review the
recommendations and offer feedback. Feedback from the City will be consolidated into a single artifact,
and any conflicting observations will be reconciled before delivery.
The NV5 team will provide a one-hour, remote overview of the roadmap document to orient City project
leadership and facilitate a high-level summary discussion around prioritized initiatives or projects resulting
from the vision. Following the City review and identifying prioritized initiatives, we will develop budgetary
reference points for up to three projects. The budgetary reference will not represent a proposal but will
support City planning and decision-making concerning an action plan related to the roadmap findings.
The NV5 team will incorporate feedback from the City into a refined and finalized version of the roadmap,
along with the budgetary references and bulletized scope, within 10 business days of receiving the
feedback. Phase 1 will be considered complete after the final roadmap document's delivery.
Deliverables:
• Roadmap document outline
• Draft roadmap
• Roadmap overview and orientation
• Budgetary references for up to three prioritized projects
• Final roadmap
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Phase 2 - Roadmap Implementation
Within Phase 2 of the RFP, the City is looking for support with implementing activities and processes
identified in the Phase 1 discovery, which is thoughtful and strategic. The challenge is that before
performing the Phase 1 discovery workshop and roadmap development,the NV5 team cannot be sure of
the number,type,and complexity of potential initiatives or where City staff may wish to undertake some of
the efforts internally.
Within that context, the NV5 team recommends a flexible strategy for Phase 2 that can accommodate
initiating tasks at the discretion and prioritization of City project leadership while planning for projects or
initiatives that require a more significant budgetary allocation. We propose to include what we refer to as
a support block.
Support blocks are time and materials (T&M) engagements with a specified budget but without a defined
scope of work. Instead,within the support block,we identify functional objectives,which,in this case,would
align with activities from the roadmap. Tasking is authorized at the discretion of the City through planning
conversations with NV5 to review estimated effort (allocation of support block dollars) and timeframe to
complete.
The support block can be used for any task to support the advancement of the GIS-based enterprise
platforms,whether in technical expertise or additional resources and capacity.Through our support blocks,
the NV5 team becomes an extension of City staff working collaboratively and independently to achieve City
technical goals.
How Do GIS Support Blocks Work?
As mentioned, a support block is a T&M contract with no pre-defined or obligated tasking. Task estimates
will be provided as reasonable and feasible. Still,the numbers provided are estimates based on the best of
our knowledge, experience, and insight at the time and do not represent a guarantee of completion within
the specified time.
All time related to our activity with the City will be tracked, recorded, and reported in minimum intervals of
15 minutes (0.25 hours). This includes the effort required to discuss, design, consult, estimate, plan,
manage,execute,and support various tasks by any NV5 staff member working on the support block,which
includes periodic and recurring meetings to review status and identify future tasks. The team is diligent
about and deliberate with client budgets to make certain that we deliver value that will support a lasting
relationship. We will communicate deviations from estimates as early as possible.
NV5 will undertake tasks that have been prioritized and authorized by logging the request and getting our
staff aligned and assigned. We understand that response timeframes are essential and will queue tasking
as appropriate. In some cases,this means rapid response may be required,but in most cases,we will queue
the tasks into our planned work to be addressed as the appropriate resources are available, generally two
to four weeks from request.
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Functional Objectives
Although a support block does not have explicit scope,we always aim to identify functional objectives to
confirm the collective team has direction and shared vision. The roadmap will be the source of the
functional objectives with prioritization from the City.
As before, in advance of performing the discovery and developing the roadmap, NV5 cannot know the
specific set of objectives or the local and nuanced technical factors that will affect estimated effort, but
from the RFP we recognize interest in the following:
• Enterprise GIS (Esri) Modernization
• Cityworks Enterprise Asset Management Upgrade
• Geocortex Deployment Upgrade
• Data Automation Persistence&Optimization
• Standard Operating Procedure(SOP) Development
• QA/QC Plan Development
• Training Plan & Material Preparation
For purposes of this RFP, NV5 has included a support block in the pricing section that we believe will allow
to begin supporting the City with task areas of interest.Additional support will be available at the discretion
of the City based on budgetary estimates and priority initiatives through a subsequent project(s).
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7.0 Proposed Schedule
The graphic outlined below is intended to convey a potential timeline for implementation and a high-level
outline of the tasks and sequence of events. The final schedule and corresponding agenda would be
determined collaboratively.
Duration(Weeks from Award)
PHASE 1-NEEDS ASSESSMENT&ROADMAP
Planning&Analysis
Project Initiation
Reporting,Analysis,Communication
Assessment&Roadmap
Onsite Workshop
Offsite Documentation
Overview&Orientation ■
Draft Delivery ■
Revisions&Refinement
Budgetary Estimation
Finalization&Delivery ■
PHASE 2-ROADMAP IMPLEMENTATIO
Support Block(Time&Materials)
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8.0 Present and Projected Workloads
NV5 Geospatial operates in three major market sectors: Federal(civil&D&I),State/Local,and Commercial.
Full-time equivalent(FTE)staffing requirements through 2024 are based on 93%staff utilization estimates.
Staff assignment to a segment is based on FTE-to-revenue requirements and/or forecasting. NV5
Geospatial alone has more than enough resources to meet scheduled timelines throughout this contract
with the City.
NV5 Geospatial Workload Matrix
291 308
326 320 339
268
182 189
167
78 77 83 81 86 82
2024 2025 2026
■Federal Civilian ■Federal D&I ■State&Regional ■Commerical ■Flex Staff
Figure 1. Employee distribution in the various markets in which NV5 Geospatial provides services. State/Regional
personnel would support the City's contract. Flex Staff indicates those staff who can support across multiple markets.
Depicted above is a projected workload matrix that compares the production periods from 2024 through
2026, adjusted to account for an approximate 3% growth through those years to showcase our capacity.
NV5 Geospatial's successful work history demonstrates our ability to schedule people and equipment to
certify that we maximize critical periods. Also, NV5 Geospatial consistently and routinely handles a large
volume of multiple simultaneous tasking on very tight schedules.
Our experience,knowledge,and capacity have allowed NV5 Geospatial to support large,multi-year,regional
consortium contracts and a myriad of other states, local and federal agencies; universities; Non-
Governmental Organizations(NGOs),and the private sector.Our established success as a Prime contractor
on these programs demonstrates our commitment to meeting budgetary and schedule demands.
NY5 NV5 Geospatial- Professional Geographic Information Systems Services 22
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9.0 Recent and Current Work for the City of Bozeman
NV5 has worked with the City of Bozeman since 2018 to support enterprise GIS, Cityworks, and FME. In
that time, the team has supported nine (9) projects for total awarded value of almost $140,000. These
projects included FME Support, Report Development, Report Modification, SQL Support, Custom
Development, Dashboarding, and much more. The following table summarizes our recent contracts with
the City:
Table 2. Recent Work for the City of Bozeman
Project Title
�. . �.
Image Server 04/18/18 10/19/18 $11,500.00
Bozeman Cityworks PILL Remote Training 09/11/20 09/13/21 $4,925.00
Bozeman SPPT BILK 21 12/22/20 06/30/21 $19,280.82
Bozeman SPPT BILK 22 09/14/21 07/01/22 $30,401.39
Bozeman,MT-SPPT BILK 23(T01) 02/07/23 02/07/24 $19,999.98
Bozeman,MT-SPPT BILK 23(T02) 04/03/23 04/03/24 $14,976.30
Bozeman,MT-SPPT BILK 2023(T03) 05/30/23 05/30/24 $7,976.56
Bozeman,MT-SPPT BILK 2023(T04) 06/07/23 06/30/24 $4,999.98
Bozeman,MT-SPPT BILK 23-24(T05) 08/01/23 08/01/24 $25,000.00
Additionally, NV5 partner and subcontractor VertiGIS also has recent history of work with the City, to
include:
Installation&Configuration Services —2023
VertiGIS North America provided the City of Bozeman (the City)with professional services to update to the
City's enterprise GIS environment. Work included:
• Installing the newest versions of Essentials &Analytics
• Migrating Sites &Viewers
• Installing VertiGIS Studio products
• Rebuilding Workflows and Print templates in VertiGIS Studio
• Installing an instance of FME Server
• Configuring IIS Reverse Proxy
Capital Planning Tool —2021
As part of their initiative to update their GIS products, the City of Bozeman requested development time
from VertiGIS to build a Capital Improvement Project(CIP) Editor tool.The work included business analysis,
consulting,and enhancements to the CIP toolset and suite of applications. The main deliverables were:
• Development of Print Templates—The City wanted to move the print templates to the latest edition
of VertiGIS-based technology in order to take advantage of new capabilities and viewer
frameworks/
• Project Reporting —The City uses Smart Sheets to track project status and cost usage and wanted
to enhance reporting from the GIS viewer with some of this non-spatial data related to projects.
• Public-facing CIP Viewer — The City desired a public-facing capital improvement planning viewer
to be used to engage the general public and development community.
• Knowledge transfer to City staff.
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10.0 References
NV5 Geospatial has a proven track record of providing quality products and services on time and within
budget. Our Team's commitment to the GIS industry has enabled us to adopt new technologies and offer
new services,enhancing our ability to provide the most accurate and versatile tools available.
For each project we undertake, we evaluate the required output dataset requirements, sources of data
available, and accuracies required; we always recommend the best, most cost-effective approach toward
each project. As demonstrated by our desire to exceed expectations, we have offered what we consider
the best solution for the City. NV5 Geospatial has successfully completed similar services of comparable
scope and size as those required for the City's Professional GIS Services contract. The following project
references provide further evidence of that experience. Additional information regarding NV5 Geospatial's
projects can be found in Section 5.0 Related Experience with Projects Similar to the Scope of Services.
These are only a few of the many projects we have undertaken performing similar services requested by
the City. Should you request additional project references,we would be happy to provide them.
Table
Project Name
Evoenergy ActewAGL(Canberra, Kerryn Patterson
1 Cityworks&GIS HealthCheck Australia) +61400606007
kerryn.patterson@actewagl.com.au
Metropolitan Airports Chris Marquardt
2 GIS Envisioning Workshops (612)713-8788
Commission(Minneapolis,MN) chris.marquardt@mspmac.org
Jason Eggers
3 GIS HealthCheck City of Belmont,California (650) 598-4206
jeggers@belmont.gov
NY5 NV5 Geospatial— Professional Geographic Information Systems Services 24
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11 .0 Price Proposal for both Phase 1 and Phase 2
Phase 1 - Needs Assessment& Roadmap(Fixed Price) $ 68,100
• Discovery workshop final agenda
• 2-day onsite workshop
• Draft roadmap
• Final roadmap
Phase 2 - Roadmap Implementation (Time&Materials) $ 20,000
• GIS Support block
• Refer to hourly rate schedule in the table below
Total
Hourly rate schedule for the proposed time and materials support block:
LABOR CATEGORY • • •
Geospatial Project Manager $241.48 $298.53 -
Solutions Architect $241.48 $298.53 -
Geospatial Developer $223.46 $268.15 -
Solutions Engineer $223.46 $268.15 -
Geospatial Analyst $150.19 $179.53 -
Project Coordinator $124.63 $145.52 -
Application Architect $268.15 $298.53 -
Enterprise Architect - - $270.38
Management Consultant - - $281.19
Subject Matter Expert - $305.91 $319.04
NY5 NV5 Geospatial- Professional Geographic Information Systems Services 25
DocuSign
Certificate Of Completion
Envelope Id:62D4EA6934774B2A98CAC4544DAAD597 Status:Completed
Subject:Complete with Docusign: PSA w NV5 for GIS Services.pdf
Source Envelope:
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Certificate Pages:5 Initials:0 Mike Maas
AutoNav: Enabled Stamps: 1 PO Box 1230
Envelopeld Stamping: Enabled Bozeman, MT 59771
Time Zone: (UTC-07:00)Mountain Time(US& Mmaas@bozeman.net
Canada) IP Address:69.145.83.100
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Signer Events Signature Timestamp
Robert Vander Meer by Sent:6/5/2024 10:24:22 AM
robert.vandermeer@nv5.com EDI-Sig"Id
6 � VAJA,� �r Viewed:6/5/2024 11:11:09 AM
o
Vice President Signed:6/6/2024 7:32:10 AM
NV5 Geospatial, Inc
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IIcwinn@bozeman.net 5 .. gRA4& 9Viewed:6/6/2024 12:02:19 PM
9 Y Manager
Actin City Mana Signed:6/6/2024 12:02:42 PM
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Parties agreed to:Robert Vander Meer,Greg Sullivan,Chuck Winn,Mike Maas,Gail Jorgenson
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