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HomeMy WebLinkAbout24 - Submissions - Professional Geographic Information Systems (GIS) Services PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 I Alex Newby City Clerk Office Name Destination 121 North Rouse Avenue Bozeman, MT 59715 14 March 2024 Magnolia River Services, Inc. (Magnolia River) is pleased to submit this response to the City of Bozeman (the City) for the Professional GIS Services project. The Magnolia River team has been developing, implementing, and supporting Utility Enterprise GIS, and Data Management Systems for over 15 years, totaling over 300,000 miles of transmission and distribution pipeline. The team has also supported custom development and consulting services for over 100 pipeline asset owners. Our team specializes in strategic planning and GIS roadmap development, GIS system and data management and migration, standard operating procedures (SOP), business process and workflow development and implementation mobile data collection, geospatial analysis, app development, and training in support of utility operations, safety, collaboration and communication, and regulatory compliance. Magnolia River’s project team has developed an approach to support the City in reaching their project objectives of assessing the City’s current GIS environment through the execution of a needs assessment to build out a roadmap to optimize GIS throughout the organization (Phase 1) and potentially perform all or some work associated with the roadmap to achieve system optimization (Phase 2). Details of this approach, as well as other elements as required by the RFP, are provided below in this proposal and associated Attachments. We are excited at the opportunity to build a successful partnership with the City and take a proactive interest in your success. As your GIS consulting partner, Magnolia River will build on our years of experience to deliver the high-quality, on-time services that the City requires. Details of our qualifications, as well as personnel information, pricing rates, and past performance information are provided below in this proposal. Please find the completed Nondiscrimination and Equal Pay Affirmation in Attachment A at the end of this proposal. Magnolia River appreciates the opportunity to be of service to the City. If there are any questions, please do not hesitate to contact Allisyn Hudson, Director, GIS, Project Manager, and Primary Contact, at 256.612-2500 (cell) or allisyn.dunn@magnolia-river.com and/or Joshua Lentz, Account Manager, at 256.754.4880 (cell) or joshua.lentz@magnolia-river.com. Allisyn Hudson Director, GIS PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 II Table of Contents 1. EXECUTIVE SUMMARY.................................................................................................................................................. 1 2. FIRM PROFILE ............................................................................................................................................................... 2 3. SCOPE OF PROJECT ....................................................................................................................................................... 1 PHASE 1 – NEEDS ASSESSMENT & ROADMAP................................................................................................................................. 1 PHASE 2 – ROADMAP IMPLEMENTATION ....................................................................................................................................... 1 4. GENERAL AND TECHNICAL REQUIREMENTS .................................................................................................................. 1 5. PAST PERFORMANCE .................................................................................................................................................... 2 6. PROJECT APPROACH ..................................................................................................................................................... 3 PROJECT SETUP ........................................................................................................................................................................ 3 PROJECT MANAGEMENT ............................................................................................................................................................ 4 PROJECT QUALITY ..................................................................................................................................................................... 4 EXECUTION PLAN ...................................................................................................................................................................... 5 PHASE 1: ................................................................................................................................................................................. 5 PHASE 2: ................................................................................................................................................................................. 7 7. PROPOSED SCHEDULE .................................................................................................................................................. 7 8. PERSONNEL WORKLOADS ............................................................................................................................................ 8 9. FAMILIARITY WITH THE CITY .......................................................................................................................................10 10. REFERENCES ..............................................................................................................................................................10 11. PRICING .....................................................................................................................................................................11 ATTACHMENT A ..............................................................................................................................................................12 PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 1 1. EXECUTIVE SUMMARY Many successful organizations maximize the impact of GIS in their business by developing and executing a geospatial strategy and roadmap. A geospatial roadmap gives organizations a way to align their geospatial capabilities and technologies to their underlying business needs. By beginning with a geospatial roadmap, organizations can use GIS to reach their goals and improve outcomes throughout the business. Employing a geospatial strategy and roadmap requires a passionate team of leaders that want to solve business challenges within their organization and improve the way their organization works. We understand that the City has been leveraging GIS technology through a robust GIS deployment utilizing Esri’s Enterprise product deployment in an on-premise federated solution with Portal as it’s foundation. We also understand that among the many additional applications and solutions being utilized, the City is looking to upgrade their Cityworks implementation as well as plan a path to upgrade their current VertiGIS Geocortex maps to VertiGIS Studio Web. The next logical step in moving forward with the City’s strategic initiatives is the execution of an overall GIS assessment that results in the development of a roadmap detailing the path and mechanisms required to achieve the goal to upgrade and modernize the City’s GIS environment, along with deployment of currently available technologies and comprehensive training for all stakeholders. Magnolia River has been executing GIS assessments for over 23 years. We have confidence that the information provided below will not only show our competencies, history, and specialized experience, but that our approach will be viewed as an efficient and effective method for supporting the City in achieving its mission to walk away with a GIS roadmap detailing the path ahead to “upgrade and modernize the City’s GIS environment, to include version upgrades and deployment of currently available technologies, training materials for staff, city officials and citizens, and best practices for performance, security, stability, and accessibility”. PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 2 2. FIRM PROFILE Magnolia River, founded in the State of Alabama, is a solutions-based industry leader in GIS, inspection, engineering, and software services for utility infrastructure and operations. Since our inception in 2000, our trusted professionals in the industry have served transmission and distribution companies in 29 states with clients from local and state governments, utility, and energy sectors. Magnolia River is headquartered in Decatur, AL and currently has over 500 employees. Magnolia River, a Gold Level Esri Business Partner and Safe Software associate partner, is a client- focused and solution-oriented company. As professional geospatial solution consultants, Magnolia River’s staff possesses an exceptional array of GIS skills, along with decades of industry experience, which combined, allow us to provide a complete portfolio of GIS services to our clients. The Magnolia River GIS team has an impressive five Esri Professional Certifications and Specialties, setting the bar of excellence with skills validated by an industry benchmark. For over 23 years, we have built comprehensive utility solutions designed to address our clients’ diverse concerns and expectations through careful planning, execution, and attention to their project goals. PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 3 Magnolia River’s GIS Business Unit consists of diverse talent and experience with a mixture of project managers, technical consultants, analysts, architecture specialists, technicians, field collection personnel, and GIS project coordinators—all of whom have broad backgrounds in GIS, cartography, computer science, business management, the utility industry, and more. Our employees have many years of experience working with and supporting the following: • Esri Desktop and Enterprise Solutions • On-Premise and Cloud-based GIS Deployment Scenarios • Safe Software FME Solutions • Esri Mobile Solutions • Cityworks • VertiGIS • Quality Assurance / Control Protocols • Schneider ArcFM • AutoCAD • GPS Hardware and Software Solutions • GIS Training and Support • Industry specific Process and Workflow Development The wealth of experience and diversity of proven skillsets allows our team to provide clients with industry-leading capabilities in the core service areas shown below. In the below figure, we have boldened specific areas that correspond with the requests posed by the City. Magnolia River’s consulting team is passionate about helping clients reach full GIS data maturity and developing and supporting strategic initiatives and plans that support their GIS and asset management vision. We have extensive experience working with City and city entities, both private and public utilities, in all stages of the GIS program development and understand the complexities and challenges that are to be expected—from planning to execution and ongoing support. PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 1 3. SCOPE OF PROJECT We understand that the City is looking for a qualified GIS consultant to provide to assess the City’s current GIS environment and conduct a needs assessment to determine a roadmap to optimize GIS throughout the organization. Our team has more than 23 years of experience conducting and managing projects executing on GIS consulting with a focus on strategic planning, efficiency and process improvements, and execution of strategic initiatives. We have a large group of GIS consultants, technical leads, analysts, and technicians, that are available to support each aspect of Phase 1 and Phase 2 as detailed below: Phase 1 – Needs Assessment & Roadmap • Perform a full assessment of the current GIS environment. • Develop a roadmap that provides recommendations, including a detailed project scope needed to establish a foundation for further development of GIS resources throughout the organization in accordance with industry standards and best practices. • The presentation of draft roadmap to GIS and Asset Management Division staff. Phase 2 – Roadmap Implementation • Assist in the implementation of roadmap recommendations. • Establish SOPs for developing and publishing map services to support multiple applications, including schema changes that might be necessary to manage required information needed for system integration. • Develop a Quality Control/Quality Assurance Plan for maintaining database systems. • Develop training resources for the City’s staff corresponding to various GIS and Asset Management applications used throughout the organization. 4. GENERAL AND TECHNICAL REQUIREMENTS Below we have included our assumptions and requirements to complete the proposed scope. • Activities will be supported by any and all City stakeholders and response to requests made by Magnolia River will be returned in a timely manner. • All work will be performed off-site unless otherwise requested. In-person meetings can be arranged for additional travel costs. • Required third-party software is already installed on client network. • The City will provide timely and accurate information to Magnolia River. Magnolia River will rely on the accuracy and completeness of the records provided. Magnolia River is not responsible for any errors that are a result of incorrect or incomplete records being provided. • The City will provide access to all relevant systems, software, data, and documents will be provided, as well as IT support if needed. • Delays in response time and access may result in an overall delay in the project schedule. • Any previous assessments will be discussed and results provided if deemed relevant. • This proposal is valid for 90 days from the date of submission. PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 2 • The pricing contained in this document is confidential, privileged, and only for the use of the intended recipient, and may not be used, published, or redistributed without the prior written consent of Magnolia River Services, Inc. 5. PAST PERFORMANCE Chesapeake Utilities Company Performance Dates: 2014 - Ongoing Project Description: Magnolia River has provided GIS support for Chesapeake Utilities Company (Chesapeake) covering services starting at basic data editing and backlog reduction, all the way to Enterprise GIS Upgrades, data and process assessments, strategic planning, and system and software integrations. To complete the strategic planning and integration efforts, Magnolia River worked closely with a diversity of Chesapeake stakeholders to create a unified effort to achieve prescribed actions and company-wide initiatives. Throughout our long-standing relationship with Chesapeake, we have provided GIS, Software, Engineering, and Inspection support every individual Chesapeake entity. Magnolia River has a comprehensive understanding of not only the technology involved in managing linear assets of water and natural gas utilities, but also the complexities of multi-divisional entities that require individualized approaches for each stakeholder. Liberty Utilities Central Region Performance Dates: 2022 - Ongoing Project Description: Magnolia River has been providing GIS consulting services and strategic support to Liberty Utilities water and wastewater division since 2022. Support activities have included a data and system assessment, data editing, map development, stakeholder workshops, geospatial analysis, implementation of strategic initiatives, development of standard operating procedures and workflows, and field collection. Midwest Energy Resource Company (MERC) Performance Dates: 2016 - 2019 Project Description: Magnolia River performed a system and data inventory of the current GIS data catalogs which resulted in a GIS data improvement plan focused on strategic initiatives and support in preparing for an upcoming large data migration. During this process, Magnolia River developed a suite of automated database analysis and reporting solutions to help our client understand the content and quality of their GIS data at a given point in time. This suite of tools produced an inventory of the GIS database schema (organization) and feature objects by name, classification, and quantity; along with information on attribute fields, pick list values, and field domain usage. Following the inventory, a series of meetings were conducted with the client to identify the source documents available for the originating asset data. Ultimately, the inventory and source documents are enumerated in a report that provided our client with actionable information to correct any identified issues and extend the working set of geographic information. American Water Corporate Performance Dates: 2016 - 2019 Project Description: American Water provides high-quality water and wastewater services to approximately 15 million people in more than 30 states and two Canadian provinces. They are the PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 3 largest publicly traded water and wastewater utility company in the United States. To ensure the current and future existence of high-quality GIS data, coinciding with the implementation of industry- leading technology, American Water enlisted Magnolia River to help them recognize their goals by conducting a large-scale SWOT, GAP Analysis, and Needs Assessment resulting in the development of an enterprise GIS Strategic Plan to implement over a five year period. On completion of the strategic planning effort, Magnolia River supported more than a dozen offshoot projects focused on implementing recommendations from this strategic plan. Some of these projects including the redesign and deployment of an innovative data model specific to the complex structure of their organization and associated operational needs, a 16 state business process and workflow assessment leading to the development of new SOPs, application development to support field to office workflows, and data maturity efforts. Great Lakes Water Authority Performance Dates: 2020 - 2023 Project Description: Magnolia River provided strategic services and strategic support to Great Lakes Water Authority (GLWA) beginning in 2020. These services included the development of a five-year strategic plan, design and implementation of extensive environment enhancements, development of standard operating procedures, data model review and upgrade, and on-site support of GLWA mapping and integration initiatives. 6. PROJECT APPROACH The Magnolia River GIS team prides ourselves in using a consulting approach to understand our client’s specific business and operational needs, as well as current capabilities. We strive to craft individually tailored solutions in support of our client’s overall strategic goals. Our priority is to support in ways that will provide the most significant return of your investment, whether that is through large-scale geospatial efforts or small-scale on-call support needs. We understand the need to manage and execute at the highest throughout the lifecycle of the project. Project Setup We believe that the key to any successful project is setting up for success from the start. This not only includes following the key principles of project management, but also establishing a team that is individually tailored for each project we execute. The team employed for the Professional GIS Services project will include GIS consultants with a minimum of 10 years’ experience in the utility sector focused on needs assessments, strategic planning, roadmap development, implementation of strategic initiatives, and quality control. GIS analysts and technical leads with a minimum of five years’ experience on SOP and workflow development, database design and development, data management and migration, data editing, and field collection will also support the team, along with a project manager and a QA/QC lead, all of which have a combined 50+ years working in the utility and GIS sectors. The second step to any successful project is the development of a strong execution plan that supports not only the overall end goal, but also the project team and stakeholders. We understand that there can be many different approaches implemented to achieve one’s goals. These approaches are often dictated by two of the three constraints – schedule and cost. For this effort, Magnolia River will our extensive knowledge and experience in GIS consulting to execute a comprehensive PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 4 assessment of the current GIS environment and develop a roadmap based on the findings of this assessment. If requested, Magnolia River will then build out a plan for implementing recommendations made in the roadmap. Project Management Kicking off a project with a clear plan in mind and a great team is just the beginning. Managing all aspects of the project from start to finish is integral to providing superior service and a deliverable that exceeds client expectations. Magnolia River’s project management approach employs a comprehensive method to oversee and coordinate all activities throughout the project lifecycle. Our team ensures efficient execution of tasks, timely delivery of milestones, and consistent and complete reporting and communication—all leading up to a successful achievement of project objectives. Throughout this project, the Magnolia River project manager and technical leads will provide weekly email updates to the City reporting on key performance indicators (KPIs) covering the following four areas: schedule, budget, quality, and project status. These updates will offer a clear understanding of the project's health and enable stakeholders to easily follow and report on key items, while also identifying and addressing any potential bottlenecks or other issues before they become a problem. As a part of the above, we will conduct regular bi-weekly project meetings with the identified City stakeholders, during which we will promptly address any emerging issues or concerns. These meetings will serve as a platform for open discussions, fostering collaboration and ensuring that the project stays on track. In situations where more frequent interaction is necessary, we can modify the meeting schedule to a weekly occurrence, accommodating the project's specific needs and stakeholder requests. During the bi-weekly meetings, our team will also showcase progress through short presentations, highlighting KPIs using data visualizations. Magnolia River has found that data visualizations help our project partners better understand a project's advancement, while highlighting achievements and identifying areas that require attention or additional support. Project Quality Magnolia River employs quality control methods designed to help prevent quality failures and ensure a superior product. As a part of our process, we engage in periodic quality control testing to ensure any issues are addressed in a timely manner. Magnolia River also employs the Plan-Do-Check-Act (PDCA) Cycle to allow for continuous improvement throughout the project. The PDCA is a repetitive four-staged model implemented to improve the quality and effectiveness of processes during project planning, execution, and completion. The figure below shows an example of a PDCA Magnolia River has executed on similar projects. PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 5 Execution Plan The team understands that open, transparent, and regular communication is the most critical element within a project. At project kick-off, the Magnolia River team will establish regular communication protocols for this project, including virtual meetings, phone calls, and emails. In addition to the above, the Magnolia River project team will establish a Microsoft Teams channel and associated Microsoft SharePoint site that can be hosted on either Magnolia River’s server or the City’s server. This site will be the primary repository of project documentation, progress tracking, and scheduling. Within the site, an updated project schedule will be maintained along with project tracking information. The tracking information will allow the City PM to view the current status of the project to help ensure tasks are being completed within the defined schedule. The City has a strong goal mission for this project: “The City of Bozeman (Owner) is seeking proposals from firms qualified to assess the City’s current Geographic Information Systems (GIS) environment and conduct a needs assessment to determine a roadmap to optimize GIS throughout the organization (Phase 1) and potentially perform all or some work associated with the roadmap to achieve system optimization (Phase 2). “ To support the successful achievement of this mission, Magnolia River proposes the following approach: Phase 1: A comprehensive needs assessment will be performed on the entire GIS program currently being implemented by the City. Workshops will be scheduled with the appropriate stakeholders in order to facilitate knowledge transfer between the City’s project personnel and the Magnolia River team. We propose at least three workshops throughout the roadmap development activity. One at the beginning of the project, one in the middle to discuss findings, and one at the end to review and discuss the resulting recommendations. We understand that we will also be preparing and presenting findings on completion of Phase 1. It is important that both the City and Magnolia River are aligned with the content of this presentation and the planned workshops will work to support that goal. PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 6 In addition to the workshops, we will also conduct stakeholder interviews through the release of a questionnaire. The questionnaire will be developed in collaboration with the City stakeholders. Some items we recommend addressing in both the initial workshop and the questionnaire would be: • Current GIS Uses • Existing Technical Organizational Obstacles • GIS Application Desires • Potential Integration Points • Existing GIS Hardware • Future GIS Hardware Needs • Existing Software (including versions) • Future Software desires During the needs assessment, Magnolia River will be focused on executing a Strength, Weakness, Opportunity, and Threats (SWOT) assessment, as well as an associated GAP Analysis where we will focus on reviewing and assessing the items listed above, among other relevant data points. The outcome of this initial assessment will be a comprehensive GIS roadmap with a focus on existing GIS governance plan(s), GIS infrastructure (Tactical), Software, Databases, and Data (Technical), processes, communication, collaboration, training, and knowledge sharing (Logical and Political). The GIS roadmap will be developed using the Six Pillars of GIS Sustainability as shown below. The resulting GIS roadmap will also take into account industry best practices and the overall strategic goals of the City over the next five years. The roadmap itself will be delivered in a document form outlining our assessment findings and will include a detailed path detailing at least six priority level goals for the City to work towards. An initiative heat map will be developed to help aid in determining the priorities, as well as visually depicting their relevance. The goals themselves will be both summarized in an executive style deliverable and presentation, as well as greatly detailed to support the execution of the strategic initiatives in Phase 2. A detailed schedule of recommended timelines PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 7 will also be provided. If desired, Magnolia River can also provide a level of effort for the execution of the recommendations. Phase 2: Upon completion of Phase 1, we understand that the City may wish to continue working with the selected vendor to execute on the recommendations made in the roadmap. In our experience, we have often seen this approach be very successful in ensuring a cohesive strategy to completing the prescribed actions. If chosen, Magnolia River will work closely with all City stakeholders to determine a continued course of action and scope to perform the desired activities. While the priorities will have been provided in the roadmap deliverable, we recognize that goals may change and will work with the City to finalize any steps for moving forward. Following the approach for Phase 1, we will kick the project off with a clear model for communication and collaboration and tasks and resource assignments will be finalized at that time. If data maturity is one recommendation, additional Magnolia River team members will be added in order to complete that effort. These team members will include GIS technicians and a QA/QC lead. The original team will be able to perform any additional process developments and software/hardware upgrades and installations. If development activities are required, Magnolia River will add the appropriate number of in-house developers to the team. 7. PROPOSED SCHEDULE Milestones Estimated Duration (Business Days) Project Kickoff 1 day Workshop #1 .5 days Needs Assessment, SWOT, and Gap Analysis 25 days Review of Findings by the City 5+ days Workshop #2 .5 days Development of Roadmap 15 days Review of Draft Roadmap by the City 5+ days Roadmap Finalization and Delivery 5 days Total Duration 60 days PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 8 8. PERSONNEL WORKLOADS The identified project team below consists of a core team of highly experienced Esri Enterprise GIS and Architecture professionals and consultants. This project team has a combined 100+ years supporting clients with GIS consultancy projects, strategic planning and GIS roadmap development, data editing, database design, data management, Web map development, master planning, community and stakeholder engagement, process development and improvements, field collection activities, and training. Combined, the team below will be able to provide 100% coverage for any and all requests made by the City over the project lifecycle. Allisyn Hudson – Director, GIS and Project Manager Overview: Ms. Hudson has 16 years of experience in geospatial technologies and profit and loss center management where she has focused on pioneering and executing innovative GIS solutions, efficiency improvement, personnel management, and strategic planning. Ms. Hudson is results- driven with a focus on client needs and crafting tailored solutions. She has successfully led high- performance teams across government, academic, and private sectors, including the natural gas, telecom, and water utility industries. Areas of Expertise: GIS System and Data Management and Migration, Strategic Planning, Software Design, Gap Analysis, System and Process Assessments, Workflow Development, Community and Stakeholder Engagement, Technical and Non-Technical Presentations, and Individualized Program and Project Design, Implementation, and Management. Time Allocation: 25% Patrick Blythe – GIS Analyst Overview: Mr. Blythe has over eight years in utility-based GIS consultancy In his roles he solves complex issues, provides problem solving skills, critical thinking, and utilizes his technical knowledge. Areas of Expertise: GIS System and Data Management and Migration, Data Editing, Mobile Data Collection, Geospatial Analysis, Map Development, Esri ArcGIS Online Implementations and Training, Esri Web Map, Dashboards, and Story Maps development, and Master Planning. Time Allocation: 100% Luke Hutmacher – GIS Consultant Overview: Mr. Hutmacher has over 20 years of domestic and international experience in Enterprise GIS data modeling, design, implementation, and strategic planning. For 15 years, he has been involved in many industry organizations, technical committees, and data governance, and has served as a board member for data modeling organizations. While Mr. Hutmacher does have an entrepreneurial spirit, he can work both independently and in teams in existing structured organizations or start-ups. PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 9 Areas of Expertise: ArcGIS Online, PODS, APDM, ArcGIS Enterprise, ESRI APR and Utility Network Implementation and Management. Expertise in Industry Best Practices, Program Support, Process Development, Training, Technical and Non-Technical Presentations. Time Allocation: 25% Marissa Mijal – GIS Consultant Overview: Ms. Mijal has exception technical knowledge and industry experience in utility-based GIS projects. She has worked over 14 years as a GIS consultant: three years on the operator side with Kinder Morgan and 11 years as a vendor, including two years off-site at a major oil company’s North American pipeline operation. Areas of Expertise: Esri, SQL, PODS, APDM, UPDM Data, Database & Architecture Management. TVC, Risk Assessments, Mapping, Master Planning, Written and Oral Presentations, Stakeholder and Community Engagement Efforts, Geospatial Analysis. Time Allocation: 25% Delaine Miller – GIS Consultant Overview: Ms. Miller has over 40 years of experience in project/program management with a proven track record of leading all project phases on major pipeline integrity projects and GIS implementations, while placing regulatory compliance and pipeline safety at the forefront. As a mechanical engineer and pipeline asset integrity professional, she is highly skilled in GIS data management, GIS strategic planning, MAOP/MOP validation, TVC records assessment, and pipeline risk algorithm implementation. Areas of Expertise: Esri GIS, Pipeline Design and Construction Management, Pipeline Operations and Control Room Management, Engineering Standards Development, Pipeline GIS Implementation, Asset Integrity Management, MAOP/MOP Verification, Pipeline Risk Management, SCADA Implementation, Leak Detection System Implementation, and ILI Dig Planning and Execution. Time Allocation: 25% John Utley – GIS Consultant Overview: Mr. Utley, with over 30 years of experience, is an oil and gas technology professional. His experience includes consulting, product management, and system implementation in the energy sector. He has applied his market knowledge to promote operational improvement, market expansion, and positive corporate culture, which is demonstrated in his impressive record of accomplishments in operations, increasing profits, and market penetration. He also has extensive experience in Agile PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 10 and Scrum methodologies, GIS data management, cloud-based infrastructure, and pipeline integrity management. Areas of Expertise: Operational Improvements, System implementations, Agile and Scrum Methodologies, GIS Data Management, Cloud-Based Infrastructure, and Pipeline Integrity Management. Time Allocation: 25% Josh Lentz – GIS Analyst, Account Management Overview: Mr. Lentz has a combined 20 years of experience in the water, sewer, natural gas, and GIS industries. His experience includes residential, commercial, and industrial water/wastewater work, as well as GIS field data collection, GIS project management, pipeline inspection, and inspection program management. He has successfully managed multiple large field data collection projects, developed field data collection methods and pipeline inspection standard operating procedures, documentation standards, and training programs. Areas of Expertise: Field Collection Best Practices, Training, Equipment, and Applications (EOS, Trimble, Vivax Locators, Esri Field Maps), ESRI ArcMap and ArcGIS online, AutoCAD. Data Editing, Map Creation, Web Map Development, Project Management, Account Management, Business Development. Time Allocation: 50% 9. FAMILIARITY WITH THE CITY Currently, and in previous years, Magnolia River has not provided services to the City. Magnolia River does, however, support multiple clients in the general geographic region, including Montana, North Dakota, Washington, and Minnesota through our GIS, Engineering, Inspection, and Software Business Units. 10. REFERENCES The below references correspond to the project examples provided in the Experience section above. Chesapeake Utilities Company Point of Contact: Melissa Koenig Address: 500 Energy Lane, Dover, DE Phone: 302.734.6797 ext. 6059 American Water Corporate Point of Contact: Ann Myslinski Address: 1025 Laurel Oak Road, Voorhees, NJ 08043 PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 11 Phone: 856.955.4691 Great Lakes Water Authority Point of Contact: Bryon Wood Address: 735 Randolph Street, Detroit, MI Phone: 313.407.1820 Liberty Utilities – Central Region Point of Contact: Tom Rosetti Address: 1100 S State St, Pine Bluff, AR Phone: 573.270.1975 11. PRICING Charges for this Work shall be on a time and materials basis at the rate(s) listed in the Professional Services Rate Schedule dated 01/01/2024. The total compensation (“NTE Amount”) authorized for Phase 1 is $140,000. Compensation that exceeds the NTE Amount for Phase 1 will require additional work authorization from the Client. The NTE Amount authorized for Phase 2 will be determined when the continued effort is awarded as the scope of that phase is not yet fully defined. The NTE Amount does not include travel costs associated with training and equipment configuration. The attached Professional Services Rate Schedule includes details related to reimbursement for travel and other expenses. Pricing for Professional GIS Services Phase 1 – Needs Assessment and GIS Roadmap $140,000 Phase 2 – Execution of Roadmap Recommendations TBD* *Pricing can be determined in a very quick turnaround once the scope is finalized. If an estimate is required at this time, we can do our best to provide a reasonable estimate on request. Page 1 of 2 Confidentiality Disclaimer: The information contained in this document is confidential, privileged and only for the use of the named client, and may not be used, published or redistributed without the prior written consent of Magnolia River. Professional Services Rate Schedule Rates valid from 01/01/2024 until 12/31/2026 Provided by Magnolia River Services, Inc. (“Magnolia River”) For City of Bozeman (“Client”) Position Rate GIS Senior Technical Advisor $ 250.00 Principal GIS & Data Consultant $ 175.00 Senior GIS & Data Consultant $ 155.00 GIS & Data Consultant $ 140.00 Senior GIS & Data Specialist $ 130.00 GIS & Data Specialist $ 120.00 Senior GIS & Data Analyst $ 115.00 GIS & Data Analyst $ 105.00 Senior GIS & Data Technician $ 95.00 GIS & Data Technician $ 79.00 Position Rate PM Project Director $ 210.00 Senior Project Manager $ 192.00 Project Manager $ 183.00 Assistant Project Manager $ 159.00 Technical Writer $ 124.00 Administration/Accounting $ 68.00 • Hours in excess of forty (40) hours per week will be charged at one and a half (1.5) times the standard rate. • Rates listed will increase each year by 3%, with the initial increase going into effect on 1/1/2025 and subsequent increases effective every year thereafter on 1/1, unless mutually agreed to otherwise in writing by Magnolia River and Client. • Subsistence for lodging, meals, and incidentals as defined by the GSA is guaranteed and will be billed to the client for scheduled worked and travel days. − Mileage for mobilization and demobilization will be billed at the standard IRS rate to/from the Magnolia River employee home office/home site to the project site. − Travel time for mobilization and demobilization will be billed at the hourly rate which corresponds with the labor category. A maximum of eight (8) hours travel time per day will be charged for travel. − Per diem (lodging and meals) for mobilization and demobilization for the number of required travel days to/from the project location. • Non-GSA travel costs (airfare, rental car, etc.) and Other Direct Costs (ODC) incurred by Magnolia River, such as equipment rental, software license fees/maintenance, shipping, etc., will be invoiced to Client separately at cost plus Page 2 of 2 Confidentiality Disclaimer: The information contained in this document is confidential, privileged and only for the use of the named client, and may not be used, published or redistributed without the prior written consent of Magnolia River. 15%. • Included in these hourly rates, Magnolia River will obtain all software needed for it to perform its professional services. These rates do not include providing Client with a license to view or use the deliverables. Client may need its own license(s) to the software(s) to view or use the deliverables. • All sub-contractor invoicing shall be at cost plus 20% markup. (A copy of sub- contractor invoices shall be attached with the Magnolia River invoice at time of submission). Client: __________________________________ Accepted By: Print Name: _______ Its: ______ Date: ______ Magnolia River Services, Inc Accepted By: Print Name: ______ Its: ______ Date: ______ PROFESSIONAL GIS SERVICES City of Bozeman 14 March 2024 12 ATTACHMENT A Attachment A NONDISCRIMINATION AND EQUAL PAY AFFIRMATION ____________________________________(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, ____________________________________(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://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices publication and has read the material. ______________________________________ Name and title of person authorized to sign on behalf of submitter Magnolia River Services, Inc. Magnolia River Services, Inc. Heath McCleskey, President