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HomeMy WebLinkAbout24 - Submissions - Professional Geographic Information Systems (GIS) Services (3)Cover HERE BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES PHONE: 919-222-1421 VISIT OUR WEBSITE www.geotg.com    Esri Business Partner PROPOSAL FOR Cover Letter Executive Summary ........................................................................................... 1 Firm/Individual Profile ...................................................................................... 2 Scope of Project ............................................................................................... 13 General and Technical Requirements ........................................................... 48 Related Experience with Projects Similar to the Scope of Services ........... 50 Description of Proposed Approach to the Project ....................................... 73 Proposed Schedule .......................................................................................... 80 Present and Projected Workloads ................................................................. 81 Recent and Current Work for the City of Bozeman ..................................... 82 References ........................................................................................................ 83 Price Proposal for both Phase 1 & Phase 2 ................................................... 85 Error! No text of specified style in document. March 14, 2024 Esri BUSINESS PARTNER City of Bozeman PO BOX 1230 Bozeman, MT 59771 Dear Selection Committee: Thank you for the opportunity to submit our proposal for the City of Bozeman’s RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES. We would like to present our award-winning GIS strategic planning approach, methodology, and scope of services. We offer the City of Bozeman the following qualifications: A Solid Understanding of the City of Bozeman’s GIS Environment World Class GIS Needs Assessment and Roadmap Development Outstanding GIS Strategic Planning Testimonials An Award Winning ESRI Certified Company Advanced Verti (Geo Cortex) GIS Experience Advanced Hands-on Cityworks Experience Advanced FME Utilization and Experience Exceptional Complex Integrations with systems Experts in GIS Governance and Management Experts in GIS Business and Benefit Realization Planning. Advanced and Innovative GIS Benchmarking Analysis. Authorities on Enterprise GIS/IT Architecture Design and Deployment Proven Specialists in Data, Database and Data Integration Experts in developing Key Performance Indicators (KPIs) Respectfully Submitted, Mr. Curt Hinton, BA, MA, GISP   Principal and Co-Founder, Geographic Technologies Group (GTG)    P: 919.344.2169 | E: chinton@geotg.com    Executive Summary | 1 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Executive Summary Our team has read the City of Bozeman’s Request for Proposals. We understand the project, background, scope of services, and the City’s existing GIS environment. Our goal is to upgrade and modernize the City of Bozeman’s GIS environment. Our strategy is to conduct a needs assessment and develop a clear, understandable GIS roadmap for the City. This detailed roadmap will guide the GIS technical expertise required to modernize the City’s GIS and achieve system optimization. Our specialized GIS team is key to the success of the project. We are delighted to introduce a world-class group of GIS professionals that understand the City of Bozeman’s requirements. We offer GIS strategic planning and management experts, seasoned IT and GIS Architecture expertise, advanced Cityworks implementation and upgrade specialists, VertiGIS and FME Workspace staff, GIS Integration professionals, highly qualified Python Scripts and Automation specialist, and advanced expertise in Crystal Reports, Active Reports, and AMS and Respond. See the General and Technical Requirements section for more details. Our team understands that the City of Bozeman has a “robust” GIS deployment utilizing Esri’s Enterprise product deployment. Our team worked closely with the City in 2021 to conduct a “GIS Data and Database Architecture and Data Maintenance Health Check”. We are familiar with the City’s on-premises federated solution using portal and the distributed collaboration of the Esri ecosystem of software. We understand that Cityworks and VertiGIS play a significant role in the future of the City. We understand that recommendations should include a responsible strategy to upgrade Cityworks which will include converting a large library of Crystal Reports to Active Reports and shifting 12 domains from AMS to Respond. Running concurrent to this is the development of a path forward for the upgrade of Geocortex to VertiGIS studio Web and the supporting mxd’s and services to Pro maps and services. See more details in the Recent and Current Work for the City of Bozeman section. GIS Data and Database Architecture and Data Maintenance Health Check Firm/Individual Profile | 2 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Firm/Individual Profile Geographic Technologies Group, Inc. (GTG) is incorporated in the State of North Carolina. Our firm is one of North America’s leading full- service local government GIS consulting companies with developed expertise in every area of GIS. Founded in 1997, GTG celebrates over twenty-six years of growth and success, and has provided effective award-winning enterprise GIS services to over 1,000 clients across North America. Currently, GTG maintains a workforce of 36 employees, with over 80 combined years of experience in GIS consulting, data integration, and innovative geospatial solutions. GTG operates using a modern and decentralized business model; our staff are strategically positioned across North America. This innovative approach allows GTG to employ the top GIS planning, project management and technical specialists available to provide a deep and resilient bench of professionals to support our clients, no matter the location. With two physical regional offices and over 35 remote offices across 4 time zones, GTG is ready to meet the City’s needs. Collaboration To best support the City’s objective to upgrade their Cityworks from 15.8.3 to vs 2023, GTG will collaborate with GHD. The GTG team will work closely with a Cityworks specialist from GHD to offer guidance, make recommendations and develop a roadmap for the City of Bozeman’s Cityworks upgrade. GIS Strategic Planning GTG’s website www.GISPlan.com (or www.GISRoadmap.com) illustrates our extensive experience, enthusiasm, and commitment to GIS Strategic Planning in local government. Our team is working with many organizations, including towns, cities, counties, and Native American and Alaskan tribes, to design smart GIS strategic plans that focus on geo-smart government, geo-empowered citizens, geospatial data infrastructure, and a geo-smart economy. Our future includes a very different relationship with geospatial technology. Firm/Individual Profile | 3 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Esri Partner GTG has been an Esri Business Partner since 1998. Through our successful partnership we are recognized as an Esri Cornerstone Partner, establishing us as a local government Esri expert. The GTG team has expertise in the entire Esri suite of software. Most recently, GTG has been working closely with Esri on new emerging technologies, including but not limited to ArcGIS Pro, on premise ArcGIS Enterprise, cloud hosted ArcGIS Online and Utility Network Services. We have achieved the following distinctions and specialties: Esri ArcGIS Online, ArcGIS for State and Local Government, ArcGIS Hub, Release Ready, and Utility Network Certified Staff. Our team has expertise in the entire Esri suite of software. Most recently, we have been working closely with Esri on new emerging technologies that will benefit the City in the future, including but not limited to ArcGIS Pro, on premise ArcGIS Enterprise, cloud hosted ArcGIS Online and Utility Network Services. Services and Solutions GTG is a full-service GIS firm. This will afford The City of Bozeman the luxury of having a GIS consultant that can assist at a very high level with all potential needs. We integrate with systems, have an expert technical team, and provide the very best services in the GIS industry. Scan the QR code to view our full brochure. At the core of our business, we assist local government organizations with Strategic Planning encompassing their entire GIS programs. GTG specializes in other GIS services that include GIS consulting and comprehensive data services, software development, GIS training, and on- call GIS support and maintenance. Our recent award-winning successes demonstrate our commitment to local government in the USA and Canada. We empower government organizations by providing exceptional products and services, supporting our clients to better access GIS data, use GIS data, make better decisions using GIS data, improve efficiency, increase productivity, and save lives, time, and money using geospatial technology. We create Strategic, Enterprise, Sustainable, Scalable, and Enduring government GIS solutions to meet the needs of all our clients, no matter the current state of their GIS. Firm/Individual Profile | 4 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Firm/Individual Profile | 5 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Firm/Individual Profile | 6 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Firm/Individual Profile | 7 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Firm/Individual Profile | 8 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Firm/Individual Profile | 9 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Firm/Individual Profile | 10 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Firm/Individual Profile | 11 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Firm/Individual Profile | 12 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Scope of Project | 13 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Scope of Project The following proposed scope of services is based on the requirements described in the City of Bozeman’s Request for Proposals (RFP). The City has requested that the selected consultant conduct a GIS Needs Assessment, develop a GIS Roadmap, and assist in the implementation of the roadmap recommendations. The City of Bozeman’s Scope of Services As stated in the City’s RFP this project has two phases. Phase I – Needs Assessment & Roadmap that will include a full assessment of the current GIS environment, and the development of a roadmap that provides recommendations and 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. This roadmap will be presented to the City’s GIS & Asset Management Division staff. Phase II – Roadmap Implementation will include the assistance of the consultant in the implementation of roadmap recommendations. It must include the establishment of Standard Operating Procedures (SOP) 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. It will also include the development of a Quality Control/Quality Assurance Plan for maintaining database systems. Challenges, Barriers, and Pitfalls Our team has extensive knowledge of the challenges, barriers, and pitfalls of GIS implementation in local government, as well as an understanding of all the possible obstacles needed to overcome to successfully develop an enterprise, strategic, scalable, and enduring GIS roadmap. Throughout Phase I and Phase II the major issues we will face are stakeholder participation, consensus building, open and honest feedback, and educating the City of Bozeman’s local government professionals on the capability of geospatial technology. Scope of Project | 14 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES After 26 years of developing GIS strategic plans throughout the USA, Canada, and other parts of the world, the question about obstacles to success is valid and relevant. Our goal is to develop a clear, concise, and understandable GIS Roadmap that can be used to implement and monitor an optimum solution for the City. Proposed Scope of Services We have modified our award-winning GIS strategic planning methodology to meet and exceed all the requirements stated by the City of Bozeman RFP. It includes the following two phases and sections A, B, C and D. Phase I: GIS Needs Assessment and Roadmap Section A: GIS Needs Assessment Section B: GIS System Design Section C: GIS Roadmap and Implementation Strategy Phase II: Implementation Section D: Implementation Support Services GIS Standard Operating Procedures (SOP) GIS Policy GIS Protocols GIS Guidelines Schema Changes Systems Integration Database Systems Qualify Control (QC) /Quality Assurance (QA) The following represents our strategy to accomplish all tasks outlined by the City of Bozeman. Scope of Project | 15 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Phase I – Needs Assessment & Roadmap Section A: GIS Needs Assessment Task 1: Kick-Off Presentation and GIS Technology Seminar GTG will employ its industry knowledge and experience to conduct a Kick-Off Meeting and GIS Seminar for all City stakeholders. The initial presentation will last 60 minutes and will describe the existing status of Bozeman’s GIS technology, outline goals and objectives for expanding the use of GIS technology, and review expectations for what is expected from each stakeholder within the City for this project. It will also provide an opportunity for early interaction with GTG’s team. This presentation will introduce state-of-the-art and award-winning GIS solutions used in local governments across North America as a way to get the stakeholders engaged and interested in geospatial technologies and project participation. Deliverable: Kick-Off Presentation and Technology Seminar Task 2: Online Stakeholder Questionnaire (s) Online GIS Questionnaire Email Announcement to the City of Bozeman Stakeholders : An insightful method of gaining early insight into the current state of GIS is to administer a stakeholder (Voice of the Customer) online questionnaire. This will allow our team to gain a quick understanding of the high-level opinions, challenges, and needs of the City of Bozeman’s stakeholders. Following the project announcement, an announcement of the online questionnaire will be sent to all stakeholders. This announcement will have all of the necessary information to inform the stakeholders of the City of Bozeman Example Project Announcement City of Bozeman The City of Bozeman has partnered with Geographic Technologies Group to perform a Needs Assessment and Data review, and develop and implement a GIS Strategic Plan. City of Bozeman Scope of Project | 16 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES questionnaire and will provide the link for them to take the questionnaire. An example of this announcement can be found on the previous page. Administer Online GIS Questionnaire Focused on Questions Related to the Six Pillars of GIS Sustainability The next step will be the administration of the online questionnaire to be completed by key stakeholders (current GIS users and prospective GIS users). The questionnaire will be tailored to the specific needs of the City and guided by the Six Pillars of GIS Sustainability. This online questionnaire will request information about existing assets, including but not limited to: GIS Governance GIS Data and Databases GIS Procedures, Workflows, and Integration GIS Software GIS Infrastructure GIS Training, Education, and Knowledge Transfer Potential Department Stakeholders for Inclusion: Administration City Attorney City Commission Community Development Economic Development Finance Fire Department Human Resources Information Technology Municipal Court Library Parks and Recreation Police Department Strategic Services Transportation and Engineering Utilities Deliverable: Voice of the Customer Questionnaire Report Scope of Project | 17 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Task 3: Stakeholder Interviews GTG will conduct interviews with all key stakeholders with a focus on the following: Conduct a comprehensive assessment of the current state of GIS services. This assessment is to include but is not limited to, existing infrastructure, Cityworks, current Esri licenses and subscriptions, current architecture, current staffing levels, current internal GIS knowledge, and educational challenges. Identify areas for investment in GIS services for current and future needs. GTG will document all opportunities and needs for GIS technology. Key stakeholder participation is crucial, as the project will impact all departments and offices that utilize GIS. Each interview can be expected to last between 45 and 120 minutes long depending on the department. GTG will lead the conversation through the following areas of discussion: Department background and major function Current IT systems (non-spatial for integration purposes) Current GIS usage Data needs Integration needs Current and desired governance Training and education needs Software/application needs (internal and public) GTG will guide the discussion by showing each department potential applications pertinent to their department from other cities. Deliverable: Notes and Findings Scope of Project | 18 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Task 4: SWOT, Benchmarking, and GAP Analysis SWOT Analysis GTG will conduct a GIS SWOT Analysis with input from City of Bozeman staff. The SWOT analysis will assist in establishing a baseline of capability at the City to develop an understanding of program strengths and weaknesses, as well as gain insight into how GIS is implemented and operated within the organization. Deliverable: SWOT Analysis and Findings Benchmarking and GAP Analysis Based on the findings in the previous steps, GTG will offer an insightful benchmarking strategy that provides a baseline of the current status of the City’s GIS. Knowing the strengths and weaknesses of the existing GIS is a good starting point and allows the organization to prioritize investments and resources. GTG will “benchmark” the City to identify gaps and opportunities. Deliverable: Benchmarking and SWOT Analysis Report Task 5: GIS Needs Assessment Report GTG will evaluate and assess all the information gathered in the prior steps. All questionnaires and interviews will be summarized and documented. GTG will produce a “GIS Needs Assessment Report” that will document and discuss the key implementation issues and departmental needs. Scope of Project | 19 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES GIS Analysis Findings and Results related to the Six Pillars of GIS Sustainability. GTG will evaluate Bozeman GIS using 6 categories of GIS sustainability. The following represent each important category: 1. GIS Governance - Analysis and Findings GTG will present the results of all governance investigations including the following: a. Governance and Processes: Our team will review all governance and processes, to assess the current GIS governance and opportunities for improvements. b. Governance and ROI: Our team will assess the existing governance model and processes for intake, prioritization, and fulfillment of GIS requests in addition to existing systems currently used to carry out those activities. Our team will determine Return on Investment (ROI) methodologies to include as part of project intake and evaluation processes. c. GIS Management and Requests: Our team will provide recommendations for methodologies and/or tools to facilitate improved management and reporting of GIS requests (for all service delivery areas). d. Strategic Goals and GIS Alignment: Our team will carefully review the City Council’s and/or organization-wide strategic goals and objectives and department business plans (where applicable and appropriate). e. Vision, Goals and Objectives, and Tactical Plans: Our team will review the City’s GIS current mission, strategic/tactical plans, goals, and objectives to analyze and provide recommendations on the strategic direction of Bozeman GIS. f. Capacity, Duties, and Training: Our team will assess current team job classifications, duties, and roles, capacity and skill level, making recommendations for training opportunities, role modifications, job enhancements and/or restructuring to meet current and future organization demand. g. Governance Model: Our team will evaluate the division, service area and/or position restructuring (and/or expansion opportunities) to meet current and future organization demands. GTG will outline the pros and Scope of Project | 20 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES cons of each recommendation. Our team will describe GIS governance models used around North America and compare and contrast the City of Bozeman’s GIS strategy to other similar City organizations with similar qualities. h. Duties, Training, and Education: Our team will evaluate department user skills and duties and assess and determine a sustainable training and/or support model to ensure and maintain centralized governance of the platform. i. GIS Budget: Our team will conduct a review of the City's GIS operations and CIP budgets and include key recommendations that assist the City in its desire to effectively carry out its strategic plan. 2. Digital Data and Databases – Spatial (GIS) and non-spatial a. Our team will review the GIS data needs to include: i. Existing data and its quality ii. Augmentation of existing data iii. New data sets iv. Update processes v. Data from external resources 3. GIS Software - Analysis and Findings a. Our team will review the current enterprise GIS platform including but not limited to the following: i. IT Infrastructure ii. Databases iii. Interfaces iv. Data Management Practices b. Our team will review the current production application portfolio, active projects, and analysis initiatives currently underway along with outstanding demand requests. c. Our team will assess project portfolio mix relative to platform maintenance, new application development, and innovation/emerging technology initiatives. Scope of Project | 21 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES 4. IT Infrastructure - Technology Platform and Supporting Systems Analysis and Findings a. Our team will assess and review the use, storage, access and administration options of non-spatial data within the platform. b. Our team will review the existing GIS platform. c. Our team will provide recommendations for technology platforms and/or system improvements. d. Our team will assess and evaluate Project & Portfolio Management. 5. Workflow, Procedures, Integration and Interoperability Analysis and Findings a. Our team will review existing policies and procedures and evaluate opportunities for modifications, additions, or standardization. b. Our team will document opportunities for integrating with existing systems and databases. 6. GIS Training, Education and Knowledge Transfer - Analysis and Findings a. Our team will review and evaluate the need for GIS training, education and knowledge transfer throughout the City. b. Our team will review options for GIS training, education, and knowledge transfer. c. Our team will analyze Technology Readiness and Organizational Readiness. Deliverable: GIS Needs Assessment Findings Report Task 6: GIS Needs Assessment Presentation to GIS & Asset Management Division staff and Stakeholders GTG will present all its findings and recommendations to the City. This briefing will include an executive-level summary to all stakeholders that will include a one-hour presentation and an opportunity for discussion and feedback. Deliverable: GIS Needs Assessment Findings Presentation Scope of Project | 22 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Section B: GIS System Design Task 1: Develop GIS Vision, Goals and Objectives The GTG team will work closely with the City to develop a unified GIS vision, goals and objectives. Deliverable: A GIS Vision, Goals, and Objectives Task 2: Develop Key Performance Indicators (KPI) Key Performance Indicators (KPIs) or Key Performance Measures (KPMs) are tools that will help measure performance over time. KPIs are task-driven and allow accurate and reliable monitoring of organizational performance. GTG will develop KPIs to guide the development of GIS in the City. KPIs are a product of the SWOT, GAP, and Benchmarking analysis. GTG will produce an analysis that will include existing conditions and future opportunities. Deliverable: Key Performance Indicator Report Task 3: Develop a Detail Organizational Alignment Strategy The plan will review city-wide goals (from the City Council or the City in general) to determine how GIS should be used to support these goals. Often, local government GIS is focused on short-term technology-related issues. This short-range focus can result in myopic goals that only consider the specific needs of the users without considering how these goals align with The GIS Heartbeat Scope of Project | 23 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES the organization's overall direction. This lack of organization-wide vision can lead to the GIS program being seen as a niche technology necessary for day-to- day activities but not as instrumental in achieving organizational goals. Often, those working on the GIS implementation are focused on the technology, resulting in a lack of awareness of the issues that are a priority to department heads, elected officials, and the public. GTG will review the overall City of Bozeman goals (i.e., One Page Strategic Plan) and document how GIS MUST be used to fully accomplish these goals. A GIS program that is broad in scope and fulfills a wide array of needs can be more readily deemed indispensable to an organization. Several aspects that can uniquely elevate GIS within the organization include: GIS can and should support the functions of all departments – enterprise-wide technology; GIS can produce results that are graphically pleasing and readily interpreted and understood; GIS assimilates and presents diverse data in ways that no other technology can; GIS adds extensive value to existing IT systems that organizations have heavily invested in; GIS has a diverse amount of return-on-investment possibilities; It has been said that 90% of local government data has a geographic component. GIS is the industry-proven ideal way to analyze and visualize that data; GIS is an effective technology for sharing data with the public. GTG will review the City’s latest goals and make specific recommendations as to how GIS can support these goals. Deliverable: GIS Alignment Strategy Scope of Project | 24 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Task 4: Recommended System Design GTG intends to develop a system and program design that will meet the needs, constraints, and priorities of the City in terms of performance, effectiveness, sustainability, and economics. GTG will address the following Six Pillars of GIS Sustainability in the system and program design: 1. GIS Governance Recommendations 2. GIS Data and Databases Recommendations 3. GIS Software Recommendations 4. IT Infrastructure Recommendations 5. GIS Workflow, Procedures, Integration, and Interoperability Recommendations 6. GIS Training, Education, and Knowledge Transfer Recommendations The program design will identify a move-forward strategy for each of the six pillars of GIS sustainability. Specific recommendations will be identified for each of the needs identified in the first stage of the project while considering constraints (budget, staffing, etc.). The design will allow for alternatives based on these constraints. GTG will take a practical approach based on known constraints. GTG will identify the optimal system and software for each use case. A focus will be given to ensuring that priority projects are identified. The recommendations from the system design will be used to create the optimal implementation plan. Scope of Project | 25 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Task 5: Benefit Realization Planning and Return on Investment (ROI). GTG will conduct a high-level ROI analysis on the recommendations made in the GIS Strategic Plan. This step will include a strategy for improving the City’s business processes using geo-spatial technology while maximizing the benefit of this technology. The business plan will note the return to be gained from achieving the goals and objectives of the plan. GTG will present the ROI Analysis to all Stakeholders. Deliverable: High-Level ROI Analysis Task 6: GIS System Design Presentation to GIS & Asset Management Division staff and Stakeholders GTG will present the GIS System Design and associated tasks at a time convenient for the stakeholders. The presentation will last 60 minutes with an additional 30 minutes for questions and answers. Deliverable: Presentation to Stakeholders The City of Bozeman Scope of Project | 26 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Section C: GIS Roadmap and Implementation Strategy GTG will develop a five-year Strategic plan as a roadmap to guide the City to system optimization. The plan will outline the sequential activities required to implement the recommendations for GIS services, including resources, time, training, work effort, budget estimates, and resource requirements (staff and capital) for implementing the GIS strategy. The final compiled strategic plan and implementation strategy will have an overall schedule and recommended budgets for a five-year time horizon. This will allow the City to track individual projects and budget for the GIS program. Examples of this can be found on the following page. This step will include the following tasks: Task 1: Detailed Five-Year Budget Task 2: Five-Year Implementation Schedule Year One Implementation Year Two Implementation Year Three Implementation Year Four Implementation Year Five Implementation Task 3: Implement Tools to Monitor and Track Implementation Task 4: Five -Year GIS Strategic Roadmap Task 5: Five- Year GIS Roadmap Presentation to GIS & Asset Management Division staff and Stakeholders Deliverable: Presentation of GIS Strategic Roadmap and Implementation Plan to GIS & Asset Management Division Staff Scope of Project | 27 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Examples of GIS Strategic Plan Schedule and Budget tables: Budget By Task, By Year Example Timeline by Task, Per Year Example Scope of Project | 28 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Phase II – Roadmap Implementation Section D: Implementation Support Services Task 1: GIS Implementation Services* Overview and Understanding A large majority of GTG’s Strategic Planning clients engage GTG for various aspects of implementation. In some cases, the client will have us implement all recommendations from the plan. In other cases, GTG works with an existing GIS team to act as an extension to staff for implementation. GTG is the leading GIS implementation team in the United States. We employ only the most qualified GIS staff, many of whom are former GIS Managers for similar local governments. We employ a cadre of the highest-level technical staff with a broad range of skills and experience. We can assist with any/all of Bozeman’s implementation needs. If we are selected, our Project Manager will select the optimal GTG staff team based on the need. *GIS Implementation services will be described in the FINAL Five- Year GIS Needs Assessment and Strategic Plan. Priority work is anticipated to include development of Standard Operating Procedures, Schema Changes, Systems Integration, and a Database Systems Quality Control/Quality Assurance Plan. The following is a sample of some of the possible implementation needs. These are included to give the City of Bozeman an overview of some of the items that may be identified in the Assessment that may require assistance. This is not all-inclusive but will give the City a good overview of typical implementation tasks, in addition to the expected tasks listed above. Scope of Project | 29 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES GIS Enterprise Support Support GIS Enterprise Platform – One of the primary needs for most cities is support for enterprise systems. GTG’s comprehensive approach to implementing and managing GIS systems is formed by over 25 years of enterprise GIS administration. GTG’s expertise in GIS system administration addresses all tiers of the Enterprise GIS landscape, including user and content management, integration and development services, system upgrades and maintenance, database administration, automation and scripting, system reporting, and diagnostic analyses. GTG supports numerous clients’ Azure-hosted GIS Enterprise systems. GTG’s own GIS infrastructure is hosted with Azure. GTG supports 20+ clients’ SQL SDE systems. Write and Update FME, SQL, and Python Scripts – GTG has one of the most advanced groups of SQL and Python scriptwriters. Because we provide a large volume of system integrations, most of our projects require SQL scripting and/or Python scripting. Our GIS Specialists and Developers have advanced expertise. Additionally, we have a team of FME experts. GTG is providing like services for Vancouver, WA, and CA High-Speed Rail Agency. Designing, Developing, Analyzing, Testing, Documenting, Releasing, and Support GIS Platforms and Applications – This is a foundational component of the services provided by GTG. GTG is helping many clients with implementing and supporting best-of-breed applications. In many cases, this is a mix of off-the-shelf applications, custom coding, and specialized applications. Scope of Project | 30 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Integration of Data and GIS A bedrock of GTG’s services is integrating GIS with existing IT systems. We understand that a great benefit of GIS is geo-enabling existing data and integration with other systems. It has been said that 90% of all government data can be tied to the earth’s surface (via some type of location). GIS should be the primary viewing/analysis portal for a majority of the data managed by the City. The GIS becomes a common operational picture for the users, viewing and analyzing data from a variety of disparate systems. A primary business line at GTG is integration with IT systems. In some cases, this has manifested in formal partnerships with IT vendors. In other cases, the integration is outside of a relationship with the IT vendor. These integrations require large-scale data/software/system integration. Over the past years, GTG has integrated GIS with over 50 non-spatial IT systems. Integration means different things for different organizations. In some cases, the primary objective is geo-enabling data from a system (work orders, customers, crime locations). In these cases, data from the system is linked to the GIS via geography (address, asset, or property number) for viewing and analysis. In other cases, an organization wants to push data from the GIS into the system in question. GTG has encountered every nuance of these types of integrations. Our team has worked directly with vendors to use their application programming interface (API), we have written scripts/programs for this integration, and have used third-party tools (FME) for integration. Each of our clients needs to leverage their existing systems. Additionally, data from these systems lend themselves to display in the various GIS applications for viewing and analysis. The following link provides information on the systems we have integrated with (also accessible via the QR code): https://geotg.com/our- integration-services/ Integrating GIS with Multiple Systems and Presenting Key Metrics Through an Executive Dashboard Scope of Project | 31 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Monitoring Enterprise GIS Infrastructure Today’s GIS platform is more complex and intricate than at any time prior. GTG understands that the final two words in Geographic Information Systems are Information Systems. To that end, GTG employs a group of GIS and IS experts inclusive of former Esri support staff. This team has a diverse set of technical skills and has hands-on experience with hundreds of GIS implementations and support of those systems. Working with the City of Bozeman’s Project Manager and team, GTG’s Project Team will assist in monitoring and suggesting appropriate changes, enhancements, and upgrades. GTG can assist the City in monitoring systems, providing preventative insight, and providing corrective maintenance as determined appropriate by the City project management team. GTG has assisted many clients with monitoring, enhancements, and upgrades. Customer services have included but are not limited to the following: ArcGIS Monitor – GTG’s team uses ArcGIS Monitor to identify a wealth of system statistics that allow us to prevent system issues as they are readily and consistently monitored. This allows our team to identify the correlation between system performance issues and their effect on system availability. These tools allow us to monitor system availability, system performance, user load, and infrastructure utilization. This allows for performance monitoring of web, ArcGIS, database, infrastructure, usage, GeoInfo, and licensing metrics. We use these tools to alert key team members if potential issues are being identified. Utilization and Bandwidth Monitoring Example ArcGIS Monitor Results Scope of Project | 32 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Our team analyses the usage and health of the following services: Map Services - These services are used predominantly for mapping and visualization purposes. These can be published as dynamic (full interactivity) or as cached/tiled services, which allows for optimized visualization but doesn’t support interactivity. Feature Services - These services are used for service-mediated editing of data. Geoprocessing Services - These services are used to support service-mediated analysis and procedural functionalities, such as running analytical tasks, generating reports, and/or custom geoprocessing tasks. Geocoding Services - These services allow clients to find addresses/locations and translate addresses into coordinate pairs. These support locators and web searches. Geodata Services - These services expose a geodatabase as a web service, allowing for distributed database access across a network / various location. Image Services - These services allow for raster functionality through the web. Our team deploys analysis techniques to identify the following: Does the current system configuration satisfy the existing agency requirements? How much usage and load can the current GIS support and sustain? What, if any, pain points or systemic bottlenecks exist in the current GIS platform? To what extent does the GIS allow for growth? How can the current GIS be modified and/or extended to provide superior performance and/or stability? We perform: Machine (Server) Review and Performance Reporting Database Health Check and Performance Audits System Configuration Checks and Log Review Enterprise GIS Structured and Semi-Structured Load Testing Appropriate tools and preventative maintenance tasks will be jointly agreed upon if desired. This may include administering existing City tools and/or introducing/implementing additional tools. The agreed-upon preventative maintenance game plan will be documented Service Identification and Monitoring (Server name and IP Address have been blurred out for client privacy.) Scope of Project | 33 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES in an SOP. This will include tasks to be undertaken by GTG and/or City staff. Corrective actions would be dictated by findings from the ongoing preventative maintenance monitoring and/or system issues. Example Project Includes: City of Vancouver, WA – The City of Vancouver serves a variety of internal and external customers with its GIS platform. Additionally, they have integration with Clark County which adds a level of system complexity. For the City of Vancouver, GTG has been a partner for approximately 5 years. During that time our team has been the primary team to provide preventative and corrective techniques and services. We undertook a GIS Enterprise Infrastructure Assessment that analyzed their current platform and recommended a variety of improvements. One of the recommendations from this report was the implementation of ArcGIS Monitor. GTG’s team of experts was used to implement ArcGIS Monitor and establish core metrics. GTG has been retained to support its systems to ensure stability and performance. California High-Speed Rail (CHSR) – GTG provides full-time ongoing preventative and corrective maintenance services for CHSR’s GIS systems. These maintenance and support services encompass maintaining operational, secure, and performant development, staging, and production environments. In collaboration with CHSR’s IT network, infrastructure, and security teams, our team ensures the integrity and performance of the CHSR GIS adheres to IT and GIS industry best practices. GIS Enterprise Infrastructure Example Workstation Analytics California High Speed Rail (certain sections blurred for client privacy) Scope of Project | 34 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Cityworks Upgrades Cityworks 23 brings significant changes for customers, necessitating careful planning and execution when upgrading from Cityworks 15.8.3. Our team creates a detailed Cityworks Upgrade Roadmap to guide the City during the upgrade, considering several key tasks: Reviewing Cityworks 23 system requirements: This involves assessing server specifications and additional software dependencies and integrations (i.e. Avolve), confirming compatibility, and identifying any new features. Data Backup: Creating a comprehensive backup of Cityworks 15.8.3 data, configuration files, and customizations before proceeding with the upgrade. Installing prerequisites: Addressing all necessary prerequisites, such as security updates, software bundles, and publishing map services from ArcGIS Pro before initiating the upgrade. Test upgrade: Setting up a test environment to run a trial upgrade, identifying and addressing any issues before implementing the upgrade on the production environment. Data and Report Migration: The City maintains an extensive library of Crystal Reports and has 12 domains in Cityworks AMS 15.8.3. The data and report migration activities are facilitated using Trimble’s Data Migration Tool and Manager to migrate the existing Cityworks data to the Cityworks 23 model and the Active Reports Migration Tool to assist with the Crystal Report conversion. Note that the Active Reports Migration Tool is still a bit buggy, and Crystal Reports containing sub reports do not migrate well with the tool and may require a fresh rebuild in Active Reports. Communication Plan: Collaborating with the City to develop a communication strategy, informing stakeholders of the upgrade schedule and potential changes in functionality or workflow. Training: Developing a training plan to familiarize users with Cityworks 23 features and workflows, offering both onsite and remote training for administrators and end- users, and accounting for the timeframe needed for training. Upgrade Deployment: Migrating the test environment to the production environment, following the necessary protocols for a successful deployment. Post-Upgrade Maintenance: Providing ongoing support services to monitor system performance and address issues promptly, leveraging our partnership with Trimble for advanced updates and planning. Scope of Project | 35 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Capacity Planning GTG has extensive experience providing clients with support for GIS server maintenance and capacity planning. GTG’s GIS server support and maintenance services include IT-focused support, as well as GIS software and database- specific maintenance and support. GTG’s team also supports and manages the full range of Web GIS Content deployments including content hosted via on-premise or cloud-hosted ArcGIS Enterprise, ArcGIS Online, and custom- developed Web GIS applications hosted on a web server built with Web AppBuilder Developer Edition or the ArcGIS JavaScript API. GIS Server Management, Maintenance, and Capacity Planning GIS server management and maintenance encompasses both proactive and reactive support to ensure the GIS systems are performant and system up-time remains within acceptable levels. GTG leverages IT and GIS industry best practices to tune and maintain client GIS servers for maximum performance. GTG strongly recommends using a documented maintenance schedule for recurrent server and system tasks to ensure all components of the GIS stack are maintained properly. GTG’s recommended server management tasks fall within recurring timespans that range from every 3 to 5 years up to daily (occasionally, multiple times a day). Additionally, many tasks, such as Enterprise Geodatabase compression can be automated via Python scripts to relieve pressure from IT maintenance staff. GTG assesses each client’s current GIS server architecture, security, network, software, and data footprint to recommend a best-fit maintenance schedule for each client. Exemplary scheduled maintenance tasks are in the list below. Refresh hardware (on-premises architecture only) Web GIS content & web service review, clean-up, and archival Database content review, clean-up, and archival Metadata review & compliance audit Information Security (InfoSec) Audit SSL/TLS certificate renewal and re-application Scope of Project | 36 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Capacity/Load testing to determine available capacity and year-over-year performance. ArcGIS Enterprise version upgrades (x.1+ versions only) Review operations and identify opportunities for automation and/or process standardization. Review and clean up the organizational file share(s) Review ArcGIS Server usage statistics Review ArcGIS Portal & AGOL usage statistics Review Database usage statistics Test database backups Run Dependency & Relationship Checks Meet with InfoSec & Active Directory teams to align operations and implement solutions/address concerns. Configure and monitor WebGISDR Utility Backup ArcGIS Server REST Service tuning GIS Server Log Review Test OS backups Document ArcGIS Server Service changes, additions, and deletions Document and clean up content on ArcGIS Enterprise servers. Review Event Viewer (Windows) logs on GIS machines to identify ongoing/background warnings and errors Configure and test Database backups. Configure and test OS/Machine snapshot backups. Geodatabase optimization and administration (full compression, version management, indexing, statistics Machine & disk (storage) optimization and administration Controlled OS patch application and management ArcGIS platform patch application Monitor system performance (ArcGIS Monitor) Monitor the logs/performance of automated ETL scripts. Run benchmarking tests to gather base data of workstations like OS, CPU, RAM, and disk usage. Leverage tools such as Apache JMeter or ArcGIS Monitor to load-test the performance of ArcGIS Enterprise and public-facing servers. Maintain and check server specifications against recommendations from Esri by ArcGIS Enterprise version. Consider multi-machine Enterprise deployments for handling high traffic or intense use. For extra insurance or availability on high-priority applications, consider an ArcGIS organizational subscription with data hosted in the Esri cloud. Consider integrating SAML or web-tier authentication for authenticating through ArcGIS Enterprise or ArcGIS Online and providing a single-sign-on experience. Scope of Project | 37 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES GTG’s technical experts use the above skillsets to optimize systems and plan for growth. Our team uses Esri’s capacity planning tools and our extensive hands-on expertise to anticipate growth needs and provide recommendations. Examples Projects Include: California High-Speed Rail (CHSR) – GTG provides CHSR with all GIS Maintenance and Operations services to support the development, staging, and production GIS environments. This support includes multiple servers per environment and extensive management of Web GIS content hosted within ArcGIS Portal and ArcGIS Online. CHSR business users utilize this Web GIS content heavily to support the Agency’s daily operations. GTG analyzes the growing GIS need and provides capacity planning services for CHSR. GTG provides detailed updates to the CHSR GIS Maintenance and Operations Manual as changes to the system are made and processes are updated. GTG is functioning as full-time auxiliary staff for CHSR providing immediate as-needed troubleshooting and support when issues are reported. GTG also participates on CHSR’s Change Control Board submitting IT Change Requests to manage and track approved system changes prior to promotion to the production GIS environment. City of Morgan Hill, CA - GTG provided capacity planning services, designed, and implemented Morgan Hill’s development, staging, and production web GIS and geodatabases. The GIS adheres to Esri, industry, and GTG best practices. The system follows the multi-tiered principle of system architecture (database, application, & web tiers) and isolates these components to achieve workload separation. The GIS leverages Esri’s ArcGIS Enterprise/ArcGIS Online platforms and is supported by multiple Enterprise Geodatabases configured on Microsoft’s SQL Server RDMS. The project included the design, configuration, and deployment of ArcGIS Enterprise Geodatabases, a data migration strategy and implementation, as well as the setup of GIS integrations and data Scope of Project | 38 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES management workflows. GTG supports and manages the City’s GIS servers and Web GIS to support the City’s business needs. Maintenance and Technical Support for GIS Software Platforms GTG offers enterprise GIS administration and enables organizations to leverage the technological and human capital of our clients most effectively. GTG’s expertise in GIS platform support and administration addresses all tiers of the Enterprise GIS landscape, including user and content management, integration and development services, system upgrades and maintenance, database administration, automation and scripting, system reporting, and diagnostic analyses. GTG has been working extensively with clients’ state-of-the-art public and internal GIS portals. As a holder of the Esri ArcGIS Hub Specialty, we believe that our track record demonstrates our proficiency, our ability to innovate, and our dedication to our clients. The following represents our team’s expertise: City of Hobart, IN – Public Portal and Dashboard - Link City of Tulare, CA – Public Portal and Dashboard City of Green Cove Springs, FL Public Open Data Portal – Link   City of Berkeley, CA – Public Portal - Link   City of Roswell, GA – Public Portal - Link  City of Broken Arrow, OK – Public Portal City of Fort Pierce, FL- Public Portal and Dashboard – Link County of Solano, CA – Emergency Operation Center Portal City of Simi Valley, CA – Public Portal and Dashboard - Link Scope of Project | 39 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES GTG assists numerous clients with the maintenance and technical support of their GIS implementations. GTG’s goal is to ensure each of our clients has the very best tools and proactive support to excel. Our team of GIS Specialists and Developers use a large variety of programming tools to assist clients with their needs. GTG has also been assisting clients with launching/supporting/maintaining GIS Hubs, fully built-out applications suites, and collaboration platforms (ArcGIS Online, ArcGIS Portal, Open Data Portal). We provide this type of support for dozens of clients nationwide. Previous Project Experience City of Berkeley, California – GTG has worked with Berkeley for several years to identify their GIS needs and implement a multi-year GIS Strategic Plan. GTG has deployed and supports several GIS web apps, including the City of Berkeley's general browser-hosted web application called the Community GIS Portal. City of Hobart, Indiana – GTG has assisted the City of Hobart with the launching/maintaining of a GIS Hub Site to organize all their applications for internal and public use. GTG has developed content and set up each of the applications. This has become a showcase for the organization. The public site can be found at https://public-cityofhobart.hub.arcgis.com/ ArcGIS Online and ArcGIS Portal Configuration and Maintenance GTG has extensive experience designing, implementing, configuring, maintaining, and administering all facets of ArcGIS Online and ArcGIS Portal for our expansive client base. Our team of GIS professionals have a deep understanding of the Esri ecosystem and are experts at maintaining enterprise GIS systems for government organizations. The GTG team works closely with client stakeholders to collect GIS system requirements and business needs to efficiently maintain, administer and configure ArcGIS Online and ArcGIS Portal systems including: Scope of Project | 40 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES ArcGIS Online and ArcGIS Portal Home Page Design and Content ArcGIS Online and ArcGIS Portal User Administration and Permissions ArcGIS Online and ArcGIS Portal Group Configuration and Administration Administering GIS Access and Security for Geodatabases and web GIS Content internally and externally (Open Data) Previous Project Experience City of Roswell, Georgia – GTG has worked with Roswell for many years to implement, maintain and administer the City’s GIS. GTG has designed and deployed the City’s GIS including an extensive Open Data Hub built on Roswell’s ArcGIS Online Organization. GTG continues to provide administrative support for the City’s GIS. https://data- roswellga.opendata.arcgis.com/ City of Green Cove Springs, Florida – GTG has assisted the City of Green Cove Springs with the design, implementation, and maintenance of the City’s GIS. This includes an ArcGIS Online Organizations, a public GIS Hub Site, as well as multiple web GIS solutions for internal and public use. GTG has developed content and set up each of the applications including groups and users for the City to ensure secure and appropriate access. The public site can be found at https://city-of-green-cove-springs-arcgis-hub-greencove.hub.arcgis.com/ Monitoring Virtual Server and Web Services GTG provides ArcGIS Monitor implementation, configuration, and administration services for organizations to track system performance, and to provide efficient GIS system monitoring and visualization tools. An ArcGIS Monitor implementation will be used to monitor and report on an organization’s ArcGIS System status, health, and configuration. GTG’s implementations of the tool provide key insights into service performance and usage, as well as give detailed error logs. As an organization builds out and expands its Enterprise GIS, GTG can assist with updating ArcGIS Monitor to monitor new GIS services, databases, and Virtual Servers. Additionally, GTG assists many clients with implementing and configuring GIS Scope of Project | 41 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES systems on cloud hosting services. These services include organizing and administering GIS data on cloud storage resources such as Amazon Web Services S3 buckets. Previous Project Experience City of Vancouver, Washington – GTG worked with Vancouver, WA to develop a GIS Strategic Plan in 2018. GTG subsequently worked with the City to implement its GIS. In 2022, GTG worked with the City to update the GIS Strategic Plan with a number of updated recommendations and goals. This led to GTG implementing and configuring ArcGIS Monitor to allow City IT staff to more efficiently maintain and administer the GIS systems that the City manages. City of Hobart, Indiana – GTG has assisted the City of Hobart with the extensive design, implementation, and maintenance of the City’s GIS. This includes cloud-hosted and managed GIS assets that are implemented, configured, and managed by GTG. Assets include virtual machines, custom web GIS applications, and data. The City uses these cloud resources for internal and external GIS solutions and workflows. Designing, Developing, and Deploying Esri Tools One of our mottos at GTG is, “A Map is Worth a Thousand Records”. GTG assists local governments nationally with designing, developing, and deploying the full Esri suite of tools. The ability to quickly visualize records and complementary data is critical. The selection of the best toolset is perhaps the most important step of most projects. Therefore, this is a primary focus of how our team assists our clients. Over time, Esri has matured and begun to provide end-user tools other than their core editors and viewers. The industry has moved from a model of creating customized software tools to a model whereby we use the best Esri tools and augment them to include additional functionality. Our model is to assist our clients in selecting the software for their various use cases. This model allows us to leverage the absolute best tools in the industry and stay current with the latest upgrades from Esri. Also, we have exceptional data manipulation skills. Our team pulls data from various IT systems Scope of Project | 42 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES and GIS to population these applications. Of note, GTG has a full marketing and graphic design team that are instrumental in ensuring that the applications are visually appealing. A few primary applications that are typical in comparable agencies include: Common Operational Picture – This is typically the primary viewing application for an organization. Esri has the Web AppBuilder (being deprecated in 2024) and Experience Builder toolsets that are highly configurable and allow for a common viewing tool that can be extended for a variety of functions. This would be used for viewing and analysis of GIS layers and data from critical systems. GTG has implemented over 100 instances of these types of tools. Operational Dashboards - Configurations of the Esri Operational Dashboards are a powerful way to inform and engage decision-makers. The dashboards are highly configurable and can be themed to show various areas of interest (i.e., work orders, police/fire incidents, parks and rec users, customer usage, and capital projects). Public Engagement – GTG has been assisting clients with launching GIS Hubs and including fully built-out applications suites and Story Maps. We are doing this work daily. Of note, is that our graphic design and marketing team are very helpful in ensuring that the projects are aesthetically pleasing and meet client requirements. We have assisted in launching hundreds of public-facing applications. These can include out-of-the-box Esri applications and those that are highly configurable (Story Maps). Mobile Tools - GTG helps clients get their Mobile GIS initiative off the ground by providing our expertise on the best practices for doing so. Once a database schema has been designed, GTG publishes the data and configures the appropriate tools for inventory Scope of Project | 43 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES collection. GTG has deployed and supports Field Maps, Survey123, and Workforce applications for a multitude of clients and internal use at GTG. Additionally, training is provided on the use of these tools for capturing new data and editing existing data. Hubs - Another key trend is organizing applications and data via a GIS Hub. GTG is a certified Esri ArcGIS Hub Specialty recipient. This is indicative of a high level of expertise and experience. We have been assisting clients with the implementation of Esri’s Hub tools throughout North America. GTG utilizes ArcGIS Hub to implement easy-to-use platforms to house all spatial data and applications in an organized and understandable way. Many of our clients launch an internal and external hub with more detailed data and apps hosted internally. Previous Project Experience City of Fremont, California – Fremont recently contracted with GTG to create content and launch various Story Maps for the City. Initial projects include Meet Your City Council and Historic Properties Story Maps. The City Council Story Map has an embedded City Council District finder for residents to look up their voting district, voting location, and other key data. City of Roswell, Georgia – GTG has worked with Roswell for over five years. This effort has included the provisioning of over 20 different applications for the City. This has included the full SafeCityGIS and GreenCityGIS suites, which are a mix of Esri software plus programmatic augmentation. The City recently won the coveted URISA Exemplary Systems in Government Award for its GIS. City of Hobart, IN GeoHub City of Mississauga Data Center City of Roswell, GA GeoHub Scope of Project | 44 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Fort Pierce, Florida – Fort Pierce is a longstanding user of GTG applications that integrate with existing IT systems. Recently, the City contracted with GTG to expand the application suite to enable all internal users and the public. GTG worked closely with staff to identify the most appropriate applications. The products were designed, tested, documented, and released for use. The result has been a showcase touted by the City Manager and City Council. Dashboards – GTG is deploying dashboards nationwide for all types of use cases. For example, we have assisted Tulare, CA with the deployment of dashboards for tracking key affordable housing metrics. Berkely, CA, and St. Paul, MN contracted with GTG for the dashboarding of a variety of Police related metrics. We have launched dozens of dashboards showing social equity-related metrics for Policing and Parks/Recreation. Most of our Hub Sites linked in a previous question include dashboards. Mobile Tools - City of Lawrenceville, Georgia - GTG assisted the City of Lawrenceville to migrate from File Geodatabase to an Enterprise Geodatabase, published utility data to ArcGIS Server, and set up ArcGIS Collector applications for field crew usage. GTG accompanied these deployments with documentation and training. GTG also deployed departmental GIS Viewers that were custom-tailored for the department's needs, thus providing a wealth of geographic data at the fingertips of field crews. Police Dashboards Scope of Project | 45 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Mobile Tools - City of Berkeley, California - GTG worked with the City of Berkeley to create a park asset and irrigation GIS database. A web map was set up for use in ArcGIS Collector and park assets were inventoried using Collector on mobile devices in the field. Additionally, the City’s irrigation assets were collected in an extension to the project. Some irrigation assets were digitized after georeferencing as-built drawings provided by the City – these locations were then verified in the field using a GNSS receiver linked to the mobile devices for high-accuracy GPS reception. In other parks where irrigation assets were not able to be digitized in advance, the assets were collected using the GNSS receiver for the highest possible data accuracy. At the conclusion of the project, training on the use of Collector was provided along with the deployment and training on the use of multiple GIS web applications, including a dashboard to view park and irrigation asset statistics. Mobile Tools - City of Mansfield, Texas – GTG assisted the City of Mansfield with its park asset inventory as well. ArcGIS Collector was set up and training was provided to the City on how to continue to add to and maintain the park asset data. ArcGIS Workforce was also deployed for the City of Mansfield, which allows park staff to issue work order requests both from the office and the field. Park maintenance staff then have access to the work order requests from their mobile devices, allowing them to find requests on the map, route to them, and fulfill the work. An integration with Collector allows them to quickly update the underlying GIS data as well, providing a seamless connection between the systems. Dashboard configured to view live data being collected using the workforce application. Mansfield WorkForce Interface Scope of Project | 46 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Training Tasks Most of GTG’s engagements result in the creation of documentation and/or training material. This includes user guides (in various digital formats) and workflow/business process documentation, training material, and the creation of SOPs. Of note, is that GTG has a fully staffed team of graphic designers and documentation specialists. This team assists the GIS team with a variety of tasks including documentation. This will ensure that GTG will deliver graphically pleasing and instructive documentation. Documenting Business Processes Documenting existing conditions, understanding business processes, and identifying how to improve them are crucial facets of a GIS program. For most of our engagements, GTG examines and documents business processes. GTG recently completed business process documentation for Ashghal Public Works Agency, Qatar, Fremont, CA, Wake County, NC, Gwinnett County, GA, and Roswell, GA. These included documentation of workflows, applications, integration, best business practices, and analyses. GTG will work closely with the City of Bozeman to ensure that the appropriate documentation and training material are created with a focus on GIS applications. Training Regarding training, GTG provides training to most clients. This includes training on map production, analysis, data collection, data creation, use of software, and any other facet of GIS. These can be in a classroom setting or remote. GTG supports GIS users extensively. Many of GTG’s clients use GTG as their GIS staff, relying on us for total support of their GIS environment and users. We provide a variety of training opportunities in groups or as needed with individuals. GTG with work with the City of Bozeman to identify the best training regime and ensure cost-effective enablement of users. Business Process Workflow Analysis (Cal Fire) Scope of Project | 47 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Our team can offer the City of Bozeman the following types of training: On-site Training Remote Training/ Live-Online Classes Self-Paced Classes Group Training User Conferences or Support Groups Instructor Led Training Recorded/On-Demand Training Front-Line Employee Training Supervisor Level Training Administrator Training Written training documents (standard) Written training documents (customized) Example Projects Windsor, California - GTG has been the de facto GIS department for the Town of Windsor for the past decade. GTG works remotely to maintain the GIS platform and conduct any GIS projects the town needs. This includes documentation and training. Mansfield, TX – GTG implemented a full suite of GIS software for Mansfield. This included documentation and training for all key staff. St. Paul, MN – GTG worked for over a year with the St. Paul MN Police Department to modernize their public safety GIS. This includes detailed documentation and training. Deliverable: GIS Implementation Services GTG Training City of Nanaimo, Canada GTG Training San Marcos, TX Police Department General and Technical Requirements | 48 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES General and Technical Requirements Our firm has more than 25 years of enterprise GIS experience in a local government setting. The Lead Project Manager we propose for this engagement is a certified GIS Professional (GISP) that has more than 25 years of relevant experience. The Technical Specialists we propose for this engagement are fully qualified to perform the work to meet the goals of the City. GTG is fully prepared to support the City of Bozeman with all the tasks outline in the RFP, GTG will 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 to achieve system optimization. Cross Functional Team GTG has hand-selected a cross-functional team equipped to help the City of Bozeman achieve its vision. Our proposed team is well versed in all aspects of the developing a GIS strategic plan, from needs assessment to implementation. An organizational chart for the proposed team has been included on the following page, with detailed resumes thereafter. MATRIX HERE OF TEAM EXPERTISE OF THEIR SPECIFIC SCOPE ITEMS? General and Technical Requirements | 49 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES The GTG Team for the City of Bozeman General and Technical Requirements | 50 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES GTG Personnel GIS Expertise: City of Bozeman Scope of Services ! CURT HINTON, GISP, PMP Project Manager 919.344.2169 chinton@geotg.com EDUCATION MASTER OF BUSINESS ADMINISTRATION (In Progress) – Regent University, Virginia Beach, VA 2022 - Current MASTER OF ARTS – HONOR GRADUATE Geography/GIS, University of North Carolina at Chapel Hill, Chapel Hill, NC. Thesis: “Using GIS to Model and Mitigate Non-Point Pollution”. BACHELOR OF ARTS: HONORS – Geography, University of North Carolina at Chapel Hill, Chapel Hill, NC. BACHELOR OF ARTS: HONORS – Psychology, University of North Carolina at Chapel Hill, Chapel Hill, NC. CERTIFICATIONS/ ASSOCIATIONS • Certified GIS Professional (GISP) • Project Management Professional (PMP) Project Management Institute • Professional in Business Analysis (PMI-PBA) July 2023 • NC TECH Board of Advisors • Federal Procurement Readiness Certification • Voting Member of the National Emergency Numbering Association (NENA) Next Generation 911 GIS Data Model Work Group • Current Board Member of the Carolina Urban and Regional Information Systems Association (CURISA) • Former President of the North Carolina Esri User’s Group • Appointed by the NC Speaker of the House of Representatives as the Private Company Member of the North Carolina Geographic Information Coordinating Council • GIS Representative on the North Carolina Blue Ribbon Study Commission on Agricultural Waste • Former Local Government Member of the North Carolina Governor’s Technology Council served with the Secretary of State of North Carolina • Former Member of the North Carolina Information Resource Commission GIS Action Committee • Member of the Urban and Regional Information Systems Association (URISA) • Member of the North Carolina Technology Association (NCTECH) • Certified Esri Trainer (Former) • ESRI Business Partner PROFILE One of North America’s leading authorities on GIS for local and state government agencies. Award-winning local government GIS Manager. Geospatial thought leader on innovative and effective use of GIS for government agencies. Pioneer in GIS strategic planning for local government and local government utilities. Geospatial innovator with a focus on servant leadership. GIS Governance thought leader with a focus on combining experiential and project management best practices. Internationally recognized GIS Strategic Planner, authoring over 300 GIS Strategic, Hazard Mitigation, Public Safety, Data, and Technology Plans domestically and internationally. Over 250 presentations worldwide on GIS best practices, uses, and implementation strategies. Mentored over 400 geospatial professionals assisting with program development, career development, and advisory roles. Developed innovative uses of GIS as a practitioner and consultant for public safety (police and fire), emergency operations, planning, economic development, public works, electric/gas/fiber utilities, ports, GIS departments, social services, and public outreach. Integration expert advising and implementing GIS integration with IT software systems, smart devices, and the Internet of Things (IoT). Authority on selling GIS value to an organization through lessons learned as a GIS practitioner, return-on- investment strategies, and focusing on key factors for GIS success. Have worked with organizations in all 50 states, most provinces in Canada, the Bahamas, St. Vincent and the Grenadines, Qatar, United Arab Emirates, Ghana, Liberia, South Africa, and Poland. KEY EXPERIENCE • Co-Founder/Owner/Principal of an Internationally Recognized GIS Services Firm (Geographic Technologies Group) • Award Winning City GIS Manager • Led the Implementation of GIS at the North Carolina Department of Transportation • Worked on the Digital Modernization Team at the United States Geological Survey • Certified Project Management Professional and Professional in Business Analysis (July 23) from the Project Management Institute • Instructor for the Urban and Regional Information Systems Association and Presented GIS Success Strategies to over 500 organizations. • Project Manager on over 300 GIS Needs Assessments and Enterprise Implementations • Has managed the deployment of Esri Solutions for Hundreds of Clients KEY PROJECTS • Ashghal Public Works Agency, Country of Qatar – Lead Strategic Planner on a Country-Wide GIS Strategic Plan for the National Public Works Agency of Qatar • California Department of Pesticide Regulation – Strategic Plan for an Environmentally Focused State Agency • Port of Houston, TX and Port of Tacoma, WA – Led Strategic Planning and Implementation for Two Major Ports • City of Saint Paul, MN Police Department – Led a Multi-Discipline Team to Modernize the St. Paul Police GIS • Wake County, NC and Richland County, SC – GIS Strategic Plan for two of the Leading County GIS Programs in the Country. Both of These Encompass the Capital City of Their State • Irvine, CA – GIS Strategic Plan with a Focus on Innovative Strategies for an Advanced City including 3D Park Innovations • California Fire – Project Lead on Data Modernization for California’s State-wide Dispatch System • City of Fremont, CA – Addressing Modernization Study. Thirty Recommendations on How to Improve Addressing Workflows, Systems, and Strategies. • Town of Ajax, City of Mississauga, City of Oshawa, City of Guelph, City of Markham – Led GIS Strategic Plans for Each of These Ontario Municipalities • Yukon Energy (Yukon Territory), Greenville Utilities Commission, City of Lexington, NC – Led GIS Strategic Plans for a Diverse Set of Organizations Focused on Utilities • Snowmass, CO, Dutch Harbor, AK, Granbury, TX, Paris, TX, Rockwall, TX, Argyle, TX, Lloydminster, SK – Led GIS Strategic Plans for Small Towns and Cities BA MA Geospatial Entrepreneur PMP • Pending Book 2023: GIS Success Strategies for Local Government • Location Matters Newsletter (Multiple Contributions) o Building Engaged Communities with Extraordinary Parks Management - Broken Arrow, OK o Responding to community needs with innovation and communication. o City of Roswell, GA -Deploying and Enterprise- Wide GIS initiative for Efficient Parks Management o Missouri City Police Implement Advanced Crime Analytics with SafeCityGIS o Ensuring Public Safety in a Rural Virginia County - Westmoreland County, VA o The Modernization of Addressing at Gwinnett County, GA o The City of Simi Valley Emergency Operations: Response to Local Quakes o California Improves GIS Data for Optimal Emergency Response (CALFIRE) o Managing pandemic response efforts with GIS (Roswell, CA covid -19) o GIS for Public Safety: Why do 95% of Public Safety Agencies underutilize GIS? o All the data you need, when you need it, in one place. • National Emergency Numbering Association Magazine: “GIS Strategies for E-911” • Emergency Numbering Professional Magazine: “GIS for Public Safety: Are You Providing a Full Suite of Tools to Protect Your Community?” • Emergency Communications Professional Magazine: “Computerized Mapping: Boom or Bust? Are You Using GIS to its Fullest?” • Esri Energy Currents Newsletter: “City of Lexington, NC Public Utilities Implements Full Complement of ESRI Tools” CURT HINTON, GISP, PMP continued WORKING EXPERIENCE Experience includes all areas of state and local government operations including diverse state-wide agencies, Public Safety, Police, Fire, and Emergency Management, Public Works and Public Utilities, Natural Resources, Parks and Recreation, Public Administration, Public Services, Planning, Tax Offices, Social and Human Services, and Telecommunications. Led or participated in the following innovative projects: • GIS for Elected Officials – Fremont, CA • Economic Development – City of Mississauga, Ontario • GIS for Parks, Recreation, Open Space, Natural Resources - City of Guelph, Ontario • Telecommunications and Fiber Management – City of Wilson, NC • 3D Modeling – City of Roswell, GA and Green Cove Springs, FL • Geo HUB – City of Irvine, CA • Enterprise Integrated Utilities – City of Hobart, IN • Innovative GIS Strategies for Addressing – City of Fremont, CA • Affordable Housing and Homelessness – City of Tulare, CA • Public Works Geospatial Master Plan – Ashghal Public Works Agency, Doha, Qatar • Historic Story Maps – Town of Windsor, CA • Climate Change Story Maps – City of Thousand Oaks, CA • COVID-19 Applications– City of Roswell, GA • Neighborhood Services and Geospatial Community Events – West Hollywood, CA • Next Generation E-911 Public Safety Suite – 100+ Agencies • Emergency Operations Center (EOC) – Simi Valley, CA • GIS and Wine Country – Jackson Family Wines, CA • Innovative Public Facing Applications – City of Broken Arrow, OK • Modernization of Policing GIS – Saint Paul, MN • Hurricane Damage Assessment – City of Fort Pierce, FL • Christmas Lights Story Map – City of Broken Arrow, OK • Water Outage Planning, Assessment, Customer Notification – Howard County, MD • Hydrant Maintenance Work Order Solutions – City of Broken Arrow, OK • Survey 123 – Sewer Inspections/Grease Interceptor Inspections/Water Quality Testing – Broken Arrow, OK • Open Data ArcGIS Web Portal – City of Green Cove Springs, FL • GIS Regional GIS Framework Model – Wake County, NC, Lane County, OR Consortium, Marin CO, CA PROFESSIONAL AWARDS • GIS Person of the Year from Carolina URISA Awarded to the Leading GIS Professional in the Carolinas • Special Recognition Award from the North Carolina Community College System’s Small Business Network • Plan for Excellence Award from the Northwest Florida GIS User Group • Patriotic Employer from the National Committee for Employer Support of the National Guard and Reserve • Employee of the Year City of Wilson, North Carolina • Led the City of Wilson, NC to the URISA Excellence in GIS Award • Led the City of Wilson, NC to the American City and County Award of Merit (IT Category) • ESRI’s 2017 Best GIS Citizen Engagement Award • ESRI’s 2011 International Award for Mobile Applications • ESRI’s 2012 & 2016 Special Achievement in GIS Award • ESRI’s 2018 Cornerstone Partner Recognition Award • URISA’s Exemplary Systems in Government Award • URISA’s 2019 Distinguished Exemplary Systems Award in Local Government with the City of Roswell, GA PUBLICATIONS PUBLICATIONS continued • Esri Energy Currents Newsletter: “City of Lexington, NC Public Utilities Implements Full Complement of ESRI Tools” • Esri Arc User Magazine: “Rio Rancho New Mexico – Enterprise-Wide GIS” • Pending Book 2023: GIS Success Strategies for Local Government • GeoWorld Magazine – “Checklist 911 – A Critical GIS Checklist for Public Safety” • GeoWorld Managing – “The GIS Holy Grail – Deploying Enterprise Solutions” • GeoWorld Magazine – “Beyond Automating Paper Maps – GIS for Utilities” • American City and County Magazine Article – “Small City, Big Accomplishments with GIS” • IBM RS World Magazine – “GIS for Aiding Government Agencies” • American City and County Manager’s Association Magazine – 7 Month Series “Seven Keys to GIS Success” SPEAKER / INSTRUCTOR Presented and taught at many professional conferences throughout the United States and internationally. The following is a sample of speaking/training engagements: • Lead Workshop Instructor: GIS Success Factors – North Carolina GIS Conference 2023 • Keynote Speaker: GIS for Local Government. Connecticut GIS Conference. • Keynote Speaker: GIS Strategies for Motivating Your Organization. North Carolina Esri User’s Group • Certified Instructor o Former Esri Certified Instructor o Urban and Regional Information Systems Association Certified Instructor  Managing Your GIS  Introduction to GIS • North America Presentations and Workshops o What Makes a GIS Successful Manager’s Forum – Hosted and Co-Presented with Leading GIS Directors from around the United States o Having a Role in Rescuing Your Community – How GIS can be Aligned with the American Rescue Act Funding o The Return on Investment of GIS – Workshop at Multiple National and Regional GIS Conferences. o GIS Manager’s Workshop – Authored and Presented at over 40 regional workshops. o The Holy Grail of GIS – Ensuring that you are getting a return on investment from your GIS. Presented at over 20 conferences and regional workshops. o Ten Ways to Improve Your Public Safety with GIS – Authored and presented this workshop at national conferences, regional workshops, and to over 50 public safety agencies. o GIS Strategies and Tools for Parks and Recreation – 20+ workshops around the United States and Canada. o GIS Strategies for Social Services – to the United States Department of Human Services in Washington, DC. o GIS the Most Underutilized Tool for Public Safety – Authored and presented at regional National Emergency Numbering Association conferences. o Presentation to the Governor of North Carolina – GIS for Business Recruitment o Hosted and presented to over 75 visiting organizations throughout the United States and abroad on Seven Keys to GIS Success while a GIS Manager • International Presentations and Workshops o How to Guarantee the Success of Your Enterprise GIS the Mississauga, Ontario Experience – Ontario, Canada GIS User’s Consortium (2019) o Enterprise GIS Strategies and Strategic Planning (with the City of Guelph) – Canada GIS Conference (2017) o Regional GIS Strategies – Country of Qatar National Agency Workshop o GIS for Public Safety Command and Control – Workshop for Public Safety Officials Country of United Arab Emirates o GIS for National Security – Workshop for National Security Team Nigeria o Key Factors for GIS Implementation – Regional GIS Managers for the Country of United Arab Emirates o Implementation Strategies for Public Safety GIS – Public Safety Department Country of Bahamas o GIS for Telecommunications – Telecommunications Office Country of Bahrain o GIS for Public Utilities – Country of St. Vincent and the Grenadines (Vinlec) o GIS for National Park Preservation – South Africa CURT HINTON, GISP, PMP continued EMPLOYMENT PRESENT: Co-Owner and Principal of Geographic Technologies Group (GTG). Roles served at GTG – CEO, President, CFO, COO, and CTO. GTG is one of the world’s leading local government GIS strategic planning and services consulting companies with over 700 clients throughout North America. GTG focuses on every aspect of optimizing government agencies with geospatial technology. Mr. Hinton has been an innovation leader in GIS Strategic Planning, GIS for Public Safety, GIS for Public Utilities, and GIS Governance. PREVIOUS: Founder, President, and CEO of Geographic Solutions. Geographic Solutions focused on strategic planning and technical implementation of GIS. Building on lessons and skills from foundational work in local government, Mr. Hinton assisted numerous local governments and private companies (IBM) with optimal GIS implementation. GIS Manager City of Wilson, North Carolina. Mr. Hinton was the first GIS Manager at the City of Wilson where he led the city to numerous awards and accolades. As one of the first city adopters of GIS nationwide, Mr. Hinton pioneered GIS implementation for local government to include innovations in GIS use for Police, Fire, Planning, Economic Development, Local Government Utilities (gas and electric) and Public Works (water, sewer, stormwater). Based on the City’s success, Mr. Hinton hosted, trained, and presented to over 70 domestic and international agencies seeking to model their GIS implementation after Wilson’s successes. Co-Owner – Color Farm, Inc. Design Firm Los Angeles, CA (2012-2015) Co-Owner - UKUS, Real Estate Firm Goldsboro, NC (2012-2022) Co-Owner – Simple Click Inc., Raleigh, NC Firm Specializing in GIS for Social Services (2008-2012) Continued on the following page. CIVIC AND COMMUNITY SERVICE CURT HINTON, GISP, PMP continued Founder of GTG Gives Back – Internal Team at GTG whose focus is giving back to the community and supporting the needs of the GTG team. FEMA Community Emergency Response Team (CERT) Certified – Certified to participate in disaster recovery as a FEMA CERT member. Chairman of the Board Where Love Abounds (WLA) 501-C3 – WLA’s focus is partnering with strategic partners around the world to bring relief to the poor, assist widows and orphans, assist in human trafficking abatement, and enable volunteers. Work is ongoing in Ghana, Belize, Dominican Republic, India, and Syria. Led over 15 international team trips including Team USA softball team. WCS School Board Member – Local school board member for four terms. Junior High and Varsity Baseball Coach – Coached for 12 years. Named Conference Coach of the Year in 2017. High School and Travel Softball Coach – Coached for 15 years. Multiple state and national championships. Named to Regional Softball Hall of Fame. SFWBC – Finance Committee, HR Committee, Worldwide Outreach Committee, Elder Personal Life Coach – Mentor for aspiring young business and civic-minded young adults. Monthly goal setting and accountability meetings. Lions Club Interesting Fact – Hiking to the Highest Point in All 50 States (35 Down) and visiting all of the National Parks. Recently summited Mt. Kilimanjaro and hiked the Inca Trail. EMPLOYMENT continued PREVIOUS: GIS Specialist, North Carolina Department of Transportation (NCDOT). Led a group of technologists responsible for benchmarking and selecting the primary GIS platform (hardware and software) for the NCDOT. Created and performed benchmarking analytics to test software and hardware. Worked with each primary division of the NCDOT to develop and test use cases of GIS for their departments. Made final program recommendations to the NCDOT Administration. Lead Technologist, Institute of Transportation and Education (ITRE). Led implementation and training efforts for ITRE within state government agencies. Tested and implemented GIS platforms for government agencies on behalf of ITRE. Created applications based on Esri programming tools for use within transportation agencies. Cartographer, United States Geological Survey (USGS). Participated in the data conversion and creation of digital line graphs derived from USGS topographic quadrangles. Conversion and quality control specialist. ! DAVID H OLDSTOCK, GISP Project Advisor 919.222.1421 dholdstock@geotg.com EDUCATION MASTER OF SCIENCE –Natural Resources GIS Research Program, College of Natural Resources, North Carolina State University (NCSU), Raleigh, NC. August 1988 – May 1990. Thesis: “An Evaluation of Computer Mapping Software for Natural Resource Management”, Holdstock, 1990. BACHELOR OF ARTS: HONORS – Geography, School of Humanities Greenwich University/Thames Polytechnic, London, United Kingdom. September 1982 - June 1984. Dissertation: “Tracking Contaminated Water in the London Boroughs”, Holdstock, 1984 CERTIFICATIONS • Certified GIS Professional (GISP) Certificate # 23795 • Member of Urban and Regional Information System Association (URISA) • ESRI Business Partner AWARDS • ESRI’s 2017 Best GIS Citizen Engagement Award • ESRI’s 2011 International Award for Mobile Applications • ESRI’s 2012 & 2016 Special Achievement in GIS Award • ESRI’s 2018 Cornerstone Partner Recognition Award • URISA’s Exemplary Systems in Government Award • URISA’s Excellence in GIS Award • URISA’s Best Web GIS Solution • URISA’s 2019 Distinguished Exemplary Systems Award in Local Government PROFILE One of North America’s leading authorities on GIS strategic implementation planning. Developed over 300 GIS strategic plans for towns, cities, counties, multi- regional agencies, and native indigenous people. Written two GIS strategic planning books. Developed innovative GIS management and analytics models. Secured many awards for exemplary use of GIS. A keynote speaker and presenter. Conducted many GIS workshops, webinars, and seminars. Currently collaborating with many organizations to build smarter communities with GIS technology and location intelligence. Research includes studying the maturation and evolution of GIS, promoting the democratization of GIS, encouraging the regionalization of GIS, and embracing the ubiquitous participation. Projects and practice include building GIS working solutions to address community engagement, open and transparent government, community resilience and sustainability, social equity, and social justice with an emphasis on affordable housing, available and accessible parks, open space, and recreational opportunities, climate change, economic development, and smart city 3D visualization. Worked in many parts of the world including USA, Canada, United Arab Emirates, Qatar, Africa, South Africa, St. Vincent and the Grenadines, and the Bahamas. Committed to location intelligence to create connected, engaged, inclusive, and sustainable communities KEY EXPERIENCE • Managed over 300 GIS Needs Assessments and Enterprise Implementations • Has managed the deployment of Esri Solutions for Hundreds of Clients • Former GIS Manager for World’s Leading Transportation Engineering Company – Parson Brinkerhoff, Quade and Douglas (PBQ&D), NY • Extensive Publications and Presentations on GIS For Local Government • Conducts GIS Technology Workshops and Education Seminars • Develops Project Management Plans and QA/QC Procedures • Provides Oversight for GIS Data Management Projects & Enterprise Implementation • GIS/GPS Program Director at North Carolina State University – Institute for Transportation Research and Education (ITRE) • Opening Keynote Speaker for Wyoming and Colorado Elevations Geospatial Summit GIS: Yesterday, Today, and Tomorrow 2020 to 2040: Smart, Resilient and Sustainable Local Government Organizations (May 2018) SIMILAR PROJECTS City of Tulare, CA - GIS Strategic Master Plan and Technical Support City of Fort Pierce, FL - GIS Needs Assessment and Technical Support City of Pico Rivera, CA – Geospatial Master Plan and Technical Support City of Lathrop, CA - GIS Needs Assessment and Technical Support City of Morgan Hill, CA – GIS Strategic Plan, Action Plan, and Technical Support City of Hobart, IN – GIS Strategic Plan and Implementation and Technical Support PUBLICATIONS • 1990- 2021. Extensive publications in GIS and GPS in strategic planning, transportation, environment, telecommunications, management, applications, value proposition, best geospatial practices, challenges, barriers and pitfalls, governance, the democratization of GIS, and the future of geospatial technology. • Holdstock, David A. 2017. GIS Strategic Planning and Management in Local Government. Boca Raton: Taylor & Francis Group. • Holdstock, David A. 2020. Smart Geospatial Practices and Application: An Altogether Different Language. Boca Raton: Taylor & Francis Group. • Pending Book 2024: Building Smarter Communities with Location Intelligence.: Modernization Boca Raton: Taylor & Francis Group. BA MS 26 years of experience WEBINARS 2021 Webinar Series: 12 Part “Beyond Location Intelligence” Series – including the following: • Critical Steps to GIS Success in Local Government • The Value Proposition of Location Intelligence and Geospatial Technology • The Challenges, Barriers, and Pitfalls of GIS in Local Government • How to Apply for a GIS Grant? • Why Should a Town, City, or County Invest in a GIS Strategic Plan? • A Formula for Success: The Six Pillars of GIS Sustainability • GIS Governance and Maturity Models in Local Government • The Future of Geospatial Practices and Applications in Local Government • How to Sell Location Intelligence? • Characteristics of a Perfect GIS Manager • How to Build an Enterprise, Sustainable, Scalable, and Enduring GIS • Building Smarter Communities with Location Intelligence Develops GIS strategic implementation plans for government organizations. Over the course of 24 years has supported municipal government by developing new and innovative GIS governance and management models, GIS maturity models, innovative strategies, methodologies, and initiatives including but not limited to the following: • A GIS Maturity Model – The Six Pillars of GIS Sustainability • A Regional GIS Framework Model – A Five Tier Regional Framework Model • GIS Governance and Management Models – Centralized, Decentralized, and Hybrid Governance Strategy • High-Performance Organization (HPO) – A GIS Centric HPO Model • Award Winning “Green City” GIS Initiative - GreenCityGIS.com • A GIS Business Realization Planning Strategy • Best GIS Business Practices • Strategies for 3-Dimensional (3D) Modelling • Urban and Regional Information Systems Association (URISA) – Lead Researcher in the Development of a New 2022 GIS Maturity Model Workshop PRACTICE AND RESEARCH DAVID HOLDSTOCK, GISP continued WORKING EXPERIENCE Experience includes all areas of local government operations including Public Safety, Law Enforcement, Police and Emergency Management, Public Works and Public Utilities, Natural Resources, Parks and Recreation, Public Administration, Public Services, and Telecommunications. Presently combining real-world consulting and research to implement GIS technology and location intelligence for the following communities: • Affordable Housing and Homelessness – City of Tulare, CA • Economic Development – City of Mississauga, Ontario • Smart Green City Parks – Parks, Recreation, Open Space, Natural Resources - City of Berkeley, CA • Telecommunications and Fiber Management – City of Wilson, NC • 3D Modeling – City of Roswell, GA and Green Cove Springs, FL • Geo HUB – City of Fort Pierce, FL • Enterprise Integrated Utilities – City of Hobart, IN • Public Works Geospatial Master Plan – Doha, Qatar • Historic Story Maps – Town of Windsor, CA • Climate Change Story Maps – City of Thousand Oaks, CA • COVID-19 Applications– City of Roswell, GA • Rainbow Coalition - Geospatial Community Events – West Hollywood, CA • Next Generation E-911 Public Safety Suite – Westmoreland County, VA • Emergency Operations Center (EOC) – Simi Valley, CA • GIS and Wine Country – Jackson Family Wines, CA • Innovative Survey 123 Applications – City of Broken Arrow, OK • Emergency Management and Incident Collaboration – Morgan Hill, CA • Hurricane Damage Assessment – City of Fort Pierce, FL • Water Outage Planning, Assessment, Customer Notification – Howard County, MD • Hydrant Maintenance Work Order Solutions – City of Broken Arrow, OK • Survey 123 – Sewer Inspections/Grease Interceptor Inspections/Water Quality Testing – Broken Arrow, OK • Open Data ArcGIS Web Portal – City of Green Cove Springs, FL • GIS Regional GIS Framework Model – Wake County, NC • 2021- 2026 - Five Year GIS Strategic Implementation Plan – City of Fremont, California • 2021-2026 - Five Year GIS Strategic Implementation Plan – City of Englewood, Colorado • 2021-2026 - Five Year GIS Strategic Implementation Plan – Town of Ajax, Ontario, Canada • 2022-2026 - Five Year GIS Strategic Implementation Plan – City of Pickering, Ontario, Canada KEYNOTE SPEAKER /WORKSHOP INSTRUCTOR Presented and taught at many professional conferences throughout United States and beyond. The following represent a sample of presentations: • Opening Keynote Speaker: Holdstock, David, A. 2019. GIS Smart, Resilient and Sustainable Local Government. Central Florida GIS Conference. September 2019. • Opening Keynote Speaker: Holdstock, David A. 2018. Yesterday, Today, and Tomorrow - 2020 to 2040. Wyoming and Colorado Elevations Geospatial Summit GIS. May 2018. • GIS Conference Speaker and Presenter. Multiple GIS technical papers, presentations and speaking engagements throughout North America since 1990. The following is a sample: • Holdstock, David A. (September 1993) Utilizing A Geographical Information System (GIS) for A Roadway Improvement Planning Study on The Southern State Parkway Corridor, Long Island, New York. 4th National Conference on Transportation Planning Methods Applications, Volumes I and II. A Compendium of Papers. • URISA Workshop Instructor, (2000-2004). • David A. Holdstock eta al (October 5-6, 2009) Project Management Basics for New Project Managers. 2009 Illinois GIS Association Conference. • David A. Holdstock et al (July 19, 2010) 10 Ways to Improve Your Public Safety Using GIS. Arizona APCO-NENA State Training Conference. • DeGroot, Irene and David A. Holdstock. (September 28 - October 1, 2010) GIS Centric ERP Solutions: The Next Generation of Geospatial Integration. URISA GIS-Pro 2010. • Holdstock, David A. (September 30 - October 4, 2012) 311 GIS-Community Crowd Sourcing. URISA GIS-Pro 2012 in Oregon. • Holdstock, David A. (2013) Smarter Cities – Deploying ArcGIS for Local Government and ArcGIS Online. 2013 ESRI Southeast User Conference. • Holdstock, David A. and Cathy Raney. (April 2013) 16th Annual American Association of Airport Executives GIS Conference. • Holdstock, David A. (April 8-12, 2013) Crowdsourcing and Citizen Engagement. South Central Arc User Group (SCAUG). Texas. • Holdstock, David A. (April 8-12, 2013) Smarter Cities – Deploying ArcGIS for Local Government and ArcGIS Online. South Central Arc User Group (SCAUG). Texas. • Holdstock, David A. (September 2013) Smarter Cities – Deploying ArcGIS GeCo. West Annual Conference. • Holdstock, David A. (September 2013) Breaking Down Barriers for GIS Use GeCo. West Annual Conference. • Holdstock, David A. (September 16-19, 2013) The Formula for GIS Success: Strategic GIS Planning and Management in Local Government. Geospatial Conference of the West. • Holdstock, David A. and Cathy Raney. (October 18-22, 2015) A World Class GIS Solution and a Forerunner of Things to Come. URISA GIS-Pro & NWGIS 2015. • Holdstock, David A. (2016) GIS and Telecommunications • Baber, Patrick and David A. Holdstock. (October 3, 2016) What’s the Return on Investment (ROI): The Business Case for GIS? Georgia Geospatial Conference. • Holdstock, David A. (October 3-5, 2016) Smarter Communities: Data Analytics and Geospatial Technology is Charting a New Course for the City of Roswell’s Parks and Recreation Departments. Georgia URISA and GITA Southeast. • Holdstock, David A. (October 3-5, 2016) Are You Really a Good GIS Manager? Do You Have the Right Management Characteristics? Georgia URISA and GITA Southeast. • Holdstock, David A. (Oct 6, 2016) WyGeo Annual Conference. • Holdstock, David A. (July 10-14, 2017) Booth Presentations. 2017 ESRI User Conference. • Holdstock, David A. (2017) Presentation at CalGIS. • Holdstock, David A. (May 2018) Wyoming and Colorado Elevations Geospatial Summit GIS. • Holdstock, David A. (September 2019) Central Florida GIS Workshop. • Holdstock, David A. (2020) Geospatial Technology and Location Intelligence: Changing the Entire Parks and Recreation, Open Space, Conservation and Natural Resource Landscape. National Recreation and Parks Association (NRPA). • Holdstock, David A. (2021) How to Plan, Design, Build, Maintain and Modernize Your Enterprise GIS. • Montana Rural Water Systems Conference. • Holdstock, David A. (2021) The Value Proposition of Location Intelligence. GIS in the Rockies (GISITR). • Holdstock, David. A. (2021) The Art of Strategically Planning GIS Solutions. North Carolina ArcGIS Users Conference (NCAUG). • Holdstock, David A. (2021) Smart Parks and Recreation: Outstanding Benefits of Location Intelligence. National Recreation and Parks Association (NRPA). • Holdstock, David A. (September 2021) The Business Realization Planning of Location Intelligence. Urban and Regional Information Systems (URISA) DAVID HOLDSTOCK, GISP continued EMPLOYMENT 1997 - Present: Chief Executive Officer (CEO) and co-owner of Geographic Technologies Group (GTG). GTG is one of the world’s leading local government GIS strategic planning and services consulting companies and is headquartered in Raleigh, North Carolina. Incorporated Geographic Technologies Group in 1994 and is CEO and a leading GIS Strategic Planner for local government. Currently working on multiple GIS strategic projects in USA and Canada. 1994 – 1997: Director for GIS/GPS at the Institute for Transportation Research and Education (ITRE). ITRE is a university-based entity committed to leadership, analytical thinking, integrating technology, problem solving, and professionalism. As GIS/GPS Director for nearly four years collaborated with NCSU Civil and Environmental Engineering faculty and students, the Center for Transportation, and the Environment (CTE), and North Carolina Department of Transportation (NCDOT). 1990 -1994: GIS Specialist and GIS Cost Center Manager for Parsons, Brinkerhoff, Quade, and Douglas (PBQ&D), NY. In the 1990’s PBQD was the largest transportation engineering company in the world, headquartered in New York City. One of the first GIS Managers that applied GIS technology to Environmental Assessments (EA), Environmental Impact Statements (EIS), Long Island Railroad (LIRR) studies, pedestrian modeling, and large transportation corridor projects. SHARON STEVENSON, GISP STRATEGIC PLANNER DIRECTOR 17 Years of Experience 678.910.9028 sstevenson@geotg.com EDUCATION SUMMARY BACHELOR OF ARTS – Geography Florida Atlantic University Ms. Sharon Stevenson is in charge of Strategic Planning at GTG, boasting a rich track record within the local government administration industry. Ms. Stevenson has played a pivotal role in crafting GIS Strategic Plans for clients worldwide. Her proficiency extends to the functional and practical aspects of GIS strategy and implementation. Ms. Stevenson has an extensive background in elevating GIS systems, transitioning them from departmental tools to enterprise-level solutions for crucial areas like Public Safety, Tax Assessment, Parks and Recreation, Transportation, and Water Resource Departments. Continuously at the forefront of innovation, Ms. Stevenson champions the implementation of cutting-edge solutions aimed at reducing costs and enhancing operational efficiency. She is proficient in the use of technologies such as Esri’s ArcGIS, making her an invaluable asset in harnessing the power of geospatial information. She has a BA in Geography from Florida Atlantic University. CERTIFICATIONS KEY EXPERIENCE Geographic Information Systems Professional (GISP) Esri Training – The Location Advantage American Association of Geographers PROJECT EXPERIENCE City of Pickering, Ontario - Strategic Planning, GIS Needs Assessment City of Ajax, Ontario - Strategic Planning, GIS Needs Assessment City of Fairfield, CA - Strategic Planning, GIS Needs Assessment, Mobile Solutions, and Maintenance Support City of Oshawa, Ontario - Strategic Planning, GIS Digital Strategy and Consulting Services City of Mississauga, Ontario - Strategic Planning, GIS Needs Assessment City of Nanaimo, British Columbia - Strategic Planning, GIS Needs Assessment Wake County - 5 Year Strategic Planning, Needs Assessment City of Berkeley, CA - 5 Year Strategic Planning, Needs Assessment BA ESRI Ecosystem GIS Governance and Management GIS Business and Benefit Realization Planning GIS Roadmap Deveopment GIS Needs Assessment GIS Strategic Planning Developing Key Performance Indicators (KPI) GIS Benchmarking Analysis JASON MARSHALL, MA, GISP VP of GIS Operations 18 Years of Experience 919.920.3071 jmarshall@geotg.com EDUCATION SUMMARY MASTER OF ARTS – Applied Geography Concentration in GIS; University of North Carolina, Greensboro BACHELOR OF ARTS – Geography; University of North Carolina, Greensboro Mr. Marshall is a seasoned Strategic Planning expert who previously served as the GIS Application and Administrator for the City of Greensboro, NC. As a leader in our GIS consulting team, he leverages his local government and technical background to strategically plan cross-departmental GIS and IT systems. During his tenure at Greensboro, Mr. Marshall championed an enterprise-wide Data Leadership Team, collaboratiNG with external stakeholders to benefit the community. His skills encompass managing ArcGIS Geodatabases, ArcGIS Enterprise, ArcGIS Online, and web GIS solutions for diverse data analytics needs. Proficient in SQL, he conducts in-depth analysis and supports data-driven decision-making. Mr. Marshall's capabilities extend to coordinating complex multi-department Strategic Planning projects, designing/executing ArcGIS and web GIS server architectures, system migrations, and operating system upgrades. This ensures consistent data collection, integration, and precision editing. TECHNICAL SKILLS KEY EXPERIENCE Data Collecting and Documentation, ESRI’s Suite of GIS Software, ArcGIS Enterprise, ArcGIS Online, Open Data & Open Performance, Python Scripting, SQL Server, Transact-SQL, Microsoft Excel, HTML5, CSS, JavaScript, React, Node.js, Postgres, C#, Powershell, Git. CERTIFICATIONS PROJECT EXPERIENCE Geographic Information Systems Professional (GISP) Project Management Professional (PMP) - Project Management Institute City of Hobart Sewer/Stormwater, IN – GIS Consulting, Project Management, Workflow Development and Implmentation City of Tulare, CA - Advisded the completion and implementation of a multi- year GIS Strategic Master Plan for the City of Tulare. City of Green Cove, FL – Provided guidance in the development of an innovative and comprehensive online mapping system for the City. City of Fairfield, CA – Strategic Planning and Technical GIS Support . City of Berkeley, CA – Worked with City personnel to plan, design and implement a multi-phases GIS plan to support the objective. City of Pickering, ON – Strategic Planning and Data Layer Creation City of Thousand Oaks, CA – GIS Needs Assessment and Strategic Planning. GIS Strategic Planning GIS Needs Assessment GIS Benchmarking Esri Ecosystem Complex Integrations Database Integration and Design GIS Implementation GIS Roadmap Development MA BA A GHD Associate T 704 342-4922 | E kathleen.zynda@ghd.com www.ghd.com Kathleen Zynda GISP Executive Advisor Location Charlotte, NC Experience 24 years Qualifications/Accreditations –M.A., Geography Geographic Information Systems, State University of New York at Buffalo, 2000 –B.A., Geography Geographic Information Systems, State University of New York College at Geneseo, Minor inEnvironmental Studies, 1998 Key technical skills –EAMS/CMMS solution experience: Antero,Cartegraph, Central Square, Cityworks, DematicSprocket, Hansen, Hippo, Infor EAM and IPS, iWorqs,Kona, Lucity, Maintenance Connection, MaintStar,Maximo, Mentor APM, MP2, SAP/SAP PM, Sedaru,VueWorks Memberships –Association of American Geographers (AAG) –Urban and Regional Information Systems Association(URISA) –Charlotte Metropolitan GIS Users Group Relevant experience summary Kathleen Zynda is an Associate at GHD and brings 24 years of professional experience that combines her backgrounds in GIS, education, and the implementation of Enterprise AM Systems. For various clients, she has developed asset hierarchies; performed software configurations; performed data collection and standardization; led business process workshops; performed system evaluations (GAP assessments and/or system audits); performed software needs assessments and written RFP's; developed custom reports; developed functional specifications and test scripts; developed custom training materials and trained end users. Cityworks Implementation Project Manager / Executive Advisor | Town of Ajax | Ajax, ON Ms. Zynda created an Implementation Plan including a testing and training plan at the start of this project. Main responsibilities included: leading, managing, and quality control of the data collection effort across multiple parties; geodatabase architecture design assistance; Cityworks system configuration for the Environmental Services Department which includes parks, grounds, forestry, horticulture, and special projects, configuration of the Fleet Department, Configuration of the Operations-Road Maintenance Department which includes snow plowing, the Senior Snow program, and streetlights, configuration of the Buildings Department and of the Infrastructure and Asset Management Departments. Ms. Zynda led business process mapping workshops for all departments; assisted in integration efforts between the CMMS and ERP; created user acceptance testing scripts; created comprehensive training materials and role specific “cheat sheets” easy reference materials; and performed end-user training. Cityworks Implementation Executive Advisor | Rivanna Water & Sewer Authority | Charlottesville, VA Led requirements gathering associated with the selection and implementation of a CMMS for the Rivanna Water & Sewer Authority (RWSA). Cityworks was the selected solution and RWSA selected GHD as the implementer. Implementation responsibilities include tasks to implement Cityworks for the client – conducting workshops, business process mapping, asset hierarchy development, software configuration, integrations, data migration from Antero work order system, reporting, software training, and go-live support. Kathleen Zynda | Executive Advisor T 704 342-4922 | E kathleen.zynda@ghd.com www.ghd.com Cityworks Audit and Reconfiguration as part of the Asset Management Program Executive Advisor | City of Ann Arbor | Ann Arbor, MI GHD had been selected by the city to develop an Asset Management Plan for the Waste Water Treatment Plant and lift stations. During the investigation stage, the city identified their CMMS as Cityworks and has self-implemented the system. Responsibilities involved performing an audit of the current Cityworks implementation and providing recommendations for improvements for streamlining activities and obtaining better reporting. Additionally, the audit was to determine the best way to incorporate the data captured from the AMP into the CMMS. Roadmap was created for implementation and actions for reconfiguration and training occurred to include additional work order templates for current Preventive Maintenance and inspections to capture condition. Cityworks Implementation Project Manager/Senior Technical Lead | Department of Water | Syracuse, NY Responsibilities included designing and developing the water treatment plant asset register; CMMS system configuration; implementing Storeroom, including process mapping which clearly indicates statuses and roles to minimize duplicate work effort, reduce overall inventory size, costs, and streamline material flow, importing key suppliers of materials for quick order turn-around, kitting and staging of materials for work orders in advance; creating comprehensive training materials and role specific “cheat sheets” easy reference materials; and end user training for desktop and mobile users. Facilitating workflow design and configuration workshops for deployment in Cityworks PLL; PLL Configuration, testing, training and go-live support. Cityworks Implementation Senior Technical Lead | Capital Region Water | Harrisburg, PA Assisted in the needs assessment and implementation plan for installation and deployment of EAMS for the organization´s water and sewer infrastructure. Implementation responsibilities included EAMS configuration, system installation, setup, and deployment in training and production environments. Cityworks Selection and Implementation Project Manager / Senior Technical Lead | Napa Sanitation District | Napa, CA Led the requirements gathering associated with the selection and implementation of a CMMS for Napa Sanitation District, including a comprehensive review of the existing technology and data, and led Business Process Mapping workshops. Responsible for the overall selection of a computerized maintenance management system (CMMS) including documenting requirements, technical and functional specifications, RFP development, assistance with system selection, licensing, and contract negotiations. Formalizing asset register and readying vertical and horizontal geodatabase for Cityworks. Performing system configuration for Treatment Plant and led oversight activities of CUES CCTV, Trakit and 811 integrations. Cityworks Selection and Implementation Senior Technical Lead | Department of Public Works| Plymouth, MI Led requirements gathering associated with the selection and implementation of a CMMS for the Charter Plymouth Township Department of Public Works. Served as trusted advisor for Township during selection of a computerized maintenance management system (CMMS) including performing business process mapping workshops, documenting requirements, the development of technical and functional specifications, RFP development, assistance with system selection, licensing, and contract negotiations. Developed an Implementation Roadmap, which included both a test plan and training plan as well as a GIS Implementation Plan for improving the overall GIS. Performed Cityworks configuration on hosted environment, Data integration with locally utilized billing software, testing, administrator and end-user training, and go-live support. Cityworks CMMS Assessment Senior Technical Lead | New Braunfels Utilities | New Braunfels, TX As part of developing a Strategic Asset Management Plan for New Braunfels Utilities, was responsible for determining how the organization is utilizing their current Cityworks implementation. The outputs of the assessment are being incorporated by staff. Future phases of the work will include asset register development, mobile technology implementation and other system improvements. Cityworks Implementation Senior Technical Lead | Charlotte Solid Waste Services (SWS) | Charlotte, NC Led geodatabase design and implementation, facilitating business process mapping workshops, GIS configuration within Cityworks AMS, AMS configuration, creating customized training materials specific for each role within the department (as determined by Business Process Mapping), creating and implementing a training plan, and providing end user team training. RIVES DEUTERMAN GIS MANAGER 6 Years of Experience 336.965.4968 rdeuterman@geotg.com EDUCATION SUMMARY BACHELOR OF SCIENCE – Environmental Science / Minor in Geography, University of North Carolina, Chapel Hill Mr. Rives Deuterman is a GIS Manager at Geographic Technologies Group, specializing in Esri expertise and application development. With a Graduate Certificate in Geographic Information Systems, he plays a crucial role in Needs Assessments, Analysis, and GIS Strategic Planning at GTG. As the project lead for ArcGIS Hub and Geospatial Data Hub Solutions, he manages geodatabases, data creation, migration, and cleanup. He also oversees data transfer, QA/QC procedures, and technical documentation. Proficient in SQL, Mr. Deuterman creates and maintains data layers, develops maps and applications, and offers ongoing client support, including updates and GIS training. TECHNICAL SKILLS KEY EXPERIENCE ArcGIS applications ArcSDE (Spatial Analysis, Network Analysis, and Data Reviewer extensions) Esri Software Suite Python, SQL, Matlab Microsoft Visual Basic & VB.NET Remote Sensing, Envi Image Processing Software PROJECT EXPERIENCE City of Hobart Sewer/Stormwater, IN – GIS Needs Assessment, Geospatial Data Hub, GIS Implementation, and Technical Support Services City of Tulare, CA – GIS Consulting, Strategic Plan, Implementation, and Technical Support Services City of Berkely, CA – GIS Consulting, GIS Web Application Development, Data Review and GIS Data Editing, Onsite Training City of Fort Pierce, FL- Strategic Planning, Software Consulting Services, ArcGIS Hub Solution Planning, Implementation, and Technical Support City of Roswell, GA – GIS Strategic Planning, Consulting, Public GIS Viewer, ArcGIS Data Hub Planning, Technical Support, and Implementation City of Thousand Oaks, CA – GIS Consulting Services, ArcGIS Hub Implementation, Data Mining, Strategic Planning, and Technical Implementation BS GIS Consulting GIS Strategic Planning GIS Benchmarking Data Integration GIS Governance Complex Untegrations Esri Ecosystem Cityworks JAMES KELT, GISP SALES DIRECTOR 21 Years of Experience 919.759.9214 jkelt@geotg.com EDUCATION SUMMARY BACHELOR OF SCIENCE – Environmental Science Stephen F. Austin State University Mr. Kelt has twenty years in the GIS field focusing on software solutions and system integrations. He has contributed to the management of several GIS projects, implemented Esri and GTG’s software applications for clients throughout the United States, and trained staff and clients on GIS theory and use. He specializes in integrating GIS with existing information and technology. He also works on improving the GIS capabilities of the software in regard to analytical tools, reporting and tracking, and integrating with CAD vendors, RMS, and other data sources. Mr. Kelt has served as project manager for SafeCityGIS projects, ensuring that the software and standards meet all of the client’s public safety needs. Mr. Kelt also specializes in GIS for public safety. He manages all public safety client accounts and has hands-on experience implementing public safety solutions for City and County departments including police, fire, EOC, and E 911 Centers. He installs, configures, and provides training for all public safety software solutions. TECHNICAL SKILLS KEY EXPERIENCE •Esri Software – ArcGIS Online, ArcGIS for Server, LGIM, And Desktop GIS •Systems Integration •Next Gen 911 Systems •MS Access, SQL, Python CERTIFICATIONS PROJECT EXPERIENCE Certified Geographic Information Systems Professional (GISP) City of Oshawa, ON- Strategic Planning, GIS Digital Strategy and Consulting Services City of Lawrenceville, GA - GIS Consulting and 3-Year GIS Implementation City of Fairfield, CA - Strategic Planning City of West Hollowood, CA – GIS Consulting and Migration of ARCGIS Enterprise City of Rosewell, GA - GIS Consulting and 3-Year GIS Implementation City of Oshawa, ON - Strategic Planning, GIS Digital Strategy and Consulting Services City of Pickering, ON - Strategic Planning and GIS Strategic Plan City of West Hollywood, CA - GIS Consulting, and Migration of ARCGIS Enterprise Esri Ecosystem GIS Needs Assessment Complex Integrations GIS Business and Benefit Realizaiton Data Integrations Crystal and Active Reports Database Specialist Software Support & Maintenance BS SCOTT MASON SOFTWARE AND DEVELOPMENT MANAGER 20 Years of Experience 440.796.6794 smason@geotg.com EDUCATION SUMMARY BACHELOR OF SCIENCE – Computer Science Ohio University BACHELOR OF SCIENCE – Mathematics Ohio University As the Senior Developer at Geographic Technologies Group, Mr. Scott Mason brings over 19 years of expertise in software development and management. He is a forward-thinking IT Architect, known for his strategic vision that fosters innovation and drives growth. With a track record of developing comprehensive IT solutions and supporting back-end services, Mr. Mason is passionate about adopting new technologies and transforming market needs into profitable products. His role encompasses both technical architecture and concurrent software development, spanning from small projects to large, multi-year enterprise initiatives. He holds Bachelor of Science degrees in Computer Science and Mathematics from the University of Ohio and proudly leads our Center for Innovation and Excellence team. TECHNICAL SKILLS KEY EXPERIENCE PROGRAMMING: C#, .NET, Xamarin, ASP.NET, VB.NET, Objective-C, Swift, JavaScript, HTML, Java, Java Beans / EJB / J2EE, XML, PL/SQL, SQL, MS-Visual Basic 6, VBScript, COM/COM+/DCOM, ADO/ADO.NET, C++, FORTAN, COBOL SOFTWARE: Microsoft Visual Studio 2005, 2008, 2010, 2013, 2017, Mac; Xcode and Apple iOS; Android Studio / Eclipse METHODOLOGIES: Object Oriented Programming; Agile Development; MVC Design; MVVM Design; Test Driven Development; Integrated Software Development; SDLC; Source Control (Git); Continuous Integration (Jenkins) DATABASES: MS-SQL Server; Oracle; MySQL; MS- Access; SQLite BS Complex Integrations Esri Ecosystem FME Utilization GIS Technical Assistance Systems Architecture Python Scripts for Automation Enterprise GIS/IT Architecture Data Integration BS PROJECT EXPERIENCE City of Lawrenceville, GA - GIS Consulting and 3-Year GIS Implementation City of Berkeley, CA - 5 Year Strategic Planning, Needs Assessment Owensboro Municipal Utilities, KY– GIS Data Systems, Fiber Data Conversion ATMC, NC - GIS Data Systems, Commercial Fiber Data Conversion, NC Central Lincoln People’s Utility District (PUD) - GIS Data Systems, Commercial Fiber Data Conversion. City of Fremont, CA – GIS Consulting and GIS Support JOSH TAYLOR GIS SYSTEMS ARCHITECT 3 Years of Experience 973.970.4930 jtaylor@geotg.com EDUCATION SUMMARY BACHELOR OF ARTS – Geography (Computer Applications / Analysis) and Environmental Planning, Binghamton University Mr. Taylor is an expert in the full Esri suite, enterprise system design, and Strategic Planning. He has worked closely with numerous governmental stakeholders in planning, designing, implementing, and maintaining their GIS. His technical skills include ArcGIS Desktop, ArcGIS Pro, ArcGIS Online, ArcGIS Mobile Applications, Usage and Implementation of ArcGIS Enterprise, Python, SQL Server, and Spatial Database Engine Implementation. As GTG’s Senior Enterprise Database and GIS Systems Architect, Mr. Taylor will communicate and troubleshoot effectively to resolve technical issues related to numerous software instances. While working at Esri, Josh served as an ArcGIS / Enterprise Support Analyst. As a result, he is an expert in ArcGIS Enterprise, Desktop software, ArcGIS Online and Esri’s mobile applications and effectively identifies issues and potential software improvements. TECHNICAL SKILLS KEY EXPERIENCE •ArcGIS Desktop (10.8.1) •ArcGIS Pro (2.8.3) •ArcGIS Online •ArcGIS Mobile Applications (Survey123, Explorer for ArcGIS, Workforce, Navigator, ArcGIS Field Maps) •Usage and Implementation of ArcGIS Enterprise (10.4 -10.9) •Python 2.7, Python 3.x •SQL Server and Spatial Database PROJECT EXPERIENCE City of Tulare, CA – GIS Consulting, Strategic Plan, Implementation, and Technical Support Services City of Hobart Sewer/Stormwater, IN – GIS Needs Assessment, Geospatial Data Hub, GIS Implementation, and Technical Support Services Port Houston, TX – Asset Management System Integration, Project Management, GIS Consulting, Database Design City of Fort Pierce, FL- Strategic Planning, Software Consulting Services, ArcGIS Hub Solution Planning, Implementation, and Technical Support City of Lawrenceville, GA – GIS Consulting, and 3-Year GIS Implementation Esri Ecosytem Complex Integrations GIS Enterprise Architecture Data Integration Verti GIS GIS Database IT Architecture GIS Design BA AASRITA KADIYALA SENIOR GIS ANALYST 4 Years of Experience 704.904.2347 akadiyala@geotg.com EDUCATION SUMMARY MASTER OF SCIENCE – Computer Science, University of North Carolina - Charlotte BACHELOR OF TECHNOLOGY – Computer Science & Engineering KL University, Guntur, India Ms. Kadiyala has extensive experience in programming languages, database systems, and web-based technology. She also handles application development, software installation, maintenance, ERP applications, database management, GIS tools, and security processes. She has worked as a Senior GIS Analyst on over 50 projects while at GTG, solidifying her expertise in local government GIS design, implementation, and maintenance. Ms. Kadiyala possesses a keen ability to customize applications to meet the requirements of GIS departments and governmental entities. TECHNICAL SKILLS KEY EXPERIENCE PROGRAMMING LANGUAGES/TOOLS: C, C++, C#, ASP.NET, Web Services, XML SCRIPTING LANGUAGES: jQuery, JavaScript, Python, Tableau, D3 DATABASE TOOLS: SQL Server 2000/ 2005/ 2008 and PL SQL PROJECT EXPERIENCE City of Berkeley, CA – GIS Consulting, Portal and ARCGIS Online Support City of Roswell, GA – Configured and Customized Applications, GIS Architecture and Data Support, System Architecture Planning, and Implementation City of Hobart, IN – GIS Central Data Repository Design, GIS Integrations, Data Conversion, Training and Education City of Lawrenceville, GA – Migration of GIS data, GIS integrations, Software Consulting Services Tulare, CA – GIS Consulting and Utility work Project Management City of Fort Pierce, FL - GIS Consulting, GIS Implementation, and GIS App Design CA High Speed Rail – GIS Consulting and Project Management MS Esri Eco System FME Utlilzation Data Integration Database Specialst GIS Consulting Technical Implementation Data/User Organization Data Migration BS ! Senior GIS Analyst MASTER OF GEOGRAPHIC INFORMATION SYSTEMS – University of Akron - Akron, OH As a Geographic Information Systems (GIS) Senior Analyst with GTG, Ms. Hatcher has experience in conducting and coordinating applied research, data analysis, system design, and GIS model development. Her key strengths include lab-based research, field data collection, and GIS programming. She is experienced in leading data management & research teams. Emma has strong research and analytical skills in Geospatial Science and Remote Sensing, developing Machine Learning Models, Coordinating GIS deployment with organizational IT professionals, and Teaching/instructing. KEY EXPERIENCE EMMA HATCHER 907.723.6441 ehatcher@geotg.com EDUCATION PROFILE Software: •ESRI ArcGIS, ArcGIS Desktop, ArcGIS Pro •LandsatLinkr •LandTrendr •ArcGIS Data Interoperability •GoogleEarth Engine Statistical Software: •Excel •RProgramming Languages: •Python •R •Arcade California High Speed Rail – Senior Technical Lead- database design, data validation, application development, GIS consulting services Hollywood, FL – capital improvement GIS solution, GIS parcel automation, database design and maintenance State of Alaska, Juneau, AKGIS Analyst III, Department of Fish & Game; Division of Sport Fish - Developed GIS-based solutions for improved data collection and management. Automated field data collection & database integration workflows between GIS infrastructure and organizational SQL & Oracle databases using Python and the ArcGIS Data Interoperability extension. Overhauled a GIS-based catalog of Southeast Alaska sport fishing opportunities to an easier-to-maintain and reuse statewide inventory. Created an ArcGIS Experience app for public to access & query information. Created several ArcGIS Dashboards and WebApp Builder applications for internal staff use. Alaska Dept. of Commerce, Community, and Economic Development; Division of Community and Regional Affairs - GIS software aid in project management of GIS data. Developed methods to create and maintain community geographic data resources. Created web GIS content, ArcGIS StoryMaps, and an ArcGIS Open Dataweb platform to provide public interactive visual data, trained team and departmental staff on the application and use of geographic data and ArcGIS. MASTERS IN ANTHROPOLOGY – Colorado State University, Fort Collins, CO - Emphasis: Human-environment systems Thesis: Modeling Human Biogeography in late Pleistocene Central Asia using spatial archaeological data and paleoclimate models. BACHELOR OF SCIENCE IN ANTHROPOLOGY - University of Utah, Salt Lake City, UT PROJECT EXPERIENCE TECHNICAL SKILLS BS 3 years of experience MS GIS Consulting Enterprise GIS Architecture Data Intgration Data Collection Esri Ecosystem FME Utlilzation Complex Integrations Database Specialst BRENNAN WILSON SENIOR GIS ANALYST 4 Years of Experience 865-640-1471 bwilson@geotg.com EDUCATION SUMMARY BACHELOR OF SCIENCE, GEOGRAPHY – Geospatial Science and Technology, University of Tennessee, Knoxville ASSOCIATE OF SCIENCE – Pellissippi State Community College, TN Mr. Brennan Wilson serves as a Senior GIS Analyst for the Geographic Technologies Group. He has an extensive amount of experience in Esri software applications, including ArcGIS Enterprise, ArcGIS Online, ArcGIS Pro and ArcGIS Map. Brennan also has knowledge in programming languages, database systems, and web-based technology. He is an expert with GIS data tools, database design and maintenance, and data layer creation and maintenance. He also has experience designing and developing new reports using SQL. MS. TECHNICAL SKILLS KEY EXPERIENCE ESRI TRAINING DATABASE TOOLS: ArcEnterprise (10.6.1 – 11.0), ArcGIS Pro (2.7 – 3.0) and ArcMap (10.6-10.8.1), ArcGIS Survey123, ArcCatalog, and ArcOnline. SCRIPTING LANGUAGES: Python, SQL, R, (NumPy, SciPy, matplotlib, pandas, geopandas, Plotly) PROJECT EXPERIENCE Esri ArcGIS Online / Enterprise Technical Support Analyst - Provided support, functioned as a leading collaborator, authored technical articles for both internal and external usage; Resolved technical issues related to ArcGIS Enterprise, ArcGIS Online, the apps utilized in both environments (ArcGIS Web AppBuilder, etc.), ArcGIS Pro, and ArcMap Oak Ridge National Laboratory - Designed systems of code in Python processing millions of lines of raw text data to produce a multitude of deliverables; Produced interactive map plots in Python and JavaScript through leaflet paired alongside charts made through D3.js to indicate spatial errors inherent in the data and explored new temporal ways to present the data; Developed reports on the viability of alternative datasets in comparison to data currently used in core ORNL project Knoxville-Knox County Planning - Created systems of automation for data entry and alongside models focused on estimations; Collected, organized, and digitized parking data through ArcGIS Pro with the aid of aerial photography, Google Street View, phone calls, and model estimations; Documented examples of parking classifications through a visual guide and detailed explanations; Presented findings to planners and planning director. BS AS Esri Ecosystem Verti GIS Database Design Data Integrations Data Collection Enterprise GIS/IT Architecture Database Specialst Documentation PETE CROSWELL, GISP, PMP GIS CONSULTANT 40 Years of Experience 502.848.8827 pcroswell@croswell-schulte.com EDUCATION SUMMARY MASTER OF SCIENCE – Geography and Mathematics State University of New York BACHELOR OF ARTS – Geography and Mathematics Western Illinois University Mr. Croswell is an expert in information technology and GIS assessment, planning, design, development, and management with a focus on public sector and utility organizations. He has over 40 years of experience as an IT and GIS analyst and manager and as a consultant for a wide range of public and private sector organizations in North America and internationally—including federal and national government agencies; state and provincial organizations; local governments; utility organizations; resource development companies; and other organizations. As an IT and GIS user, manager, and his work on over 200 consulting projects, he has gained in-depth organizational and technical experience for system development, deployment, and management. He has strong technical skills in GIS and IT application design and development, database design, systems architecture, and integration and holds several technical certifications. His technical skills are complemented by his experience in program management and organizational development. As a certified PMP, he has excellent project management skills and capabilities in working with project stakeholders and consensus building CERTIFICATIONS KEY EXPERIENCE Information Technology Certificate University of Louisville Delphi Center Certified GIS Professional (GISP) #00025057 Certified PMP from the Project Management Institute #50237 Certified Mapping Scientist - GIS/LIS, American Society of Photogrammetry and Remote Sensing (#GS140) PROJECT EXPERIENCE City of Pasco, WA – IT/GIS Planning, Needs Assessment, and IT Master Plan City of Tacoma, WA – IT Strategic Plan, Consulting, Implementation and Deployment City of Broken Arrow, OK – GIS Health Check, Program Recommendations City of Rio Rancho, NM – Needs Assessment, Planning and Implementation Support City of Rochester, NY – Enterprise GIS Planning and Implementation, GIS Governance, and Development of SOPs MS BA GIS QC/QA GIS Governance Document Development GIS Implementation GIS Needs Assessment GIS Strategic Planning GIS Technical Specialist GIS Consulting Related Experience with Projects Similar to the Scope of Services | 70 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Related Experience with Projects Similar to the Scope of Services GTG serves government agencies of various sizes and characteristics. Our team has extensive and successful experience working with small villages and towns like Dutch Harbor, Alaska, Town of Windsor, California, and the Village of Snowmass, Colorado. We have also provided plans for small and medium-size cities to include the City of Roswell, Georgia, City of Hobart, Indiana, City of Rio Rancho, New Mexico, City of Guelph, Ontario, Canada, City of Pearland, Texas, City of Titusville, Florida, City of Edina, Minnesota, City of Berkeley, California, and City of Vancouver, Washington. Our experience with large organizations includes the City of Mississauga, Ontario, Canada, City of Pasadena, California, the Public Works Agency of the Country of Qatar (Ashghal), and Orange County, CA. Our strategic planning clients also include counties of all sizes including Campbell County, Wyoming, Macon-Bibb County, Georgia, Forsyth County, and Rockingham County North Carolina, Yuma County Arizona, as well as multi- agency initiatives like the Lane County, Oregon GIS Consortium. The following are recent GIS NEEDS ASSESSMENTS, STRATEGIC PLANS and GIS IMPLEMENTATION SERVICES clients from villages, towns, cities, counties, States, regional organizations, tribes, ports, and international governments. Villages Village of Wellington, Florida Village of Unalaska, Alaska Towns Town of Ajax, ON Canda Related Experience with Projects Similar to the Scope of Services | 71 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Town of Windsor, California Cities City of Berkeley, California City of Roswell, Georgia City of Tulare, California City of Mississauga, ON, Canada City of Fairfield, California City of Santa Barbara, California City of Oshawa, ON Canada City of Thousand Oaks, California City of Granbury, Texas City of Fort Pierce, Florida City of Lawrenceville, Georgia City of West Hollywood, California Counties Bay County, Florida Volusia County, Florida Westmorland County, Virginia Solano County, California State Organizations California Department of Pesticide Control Colorado Department of Natural Resources Regional Organizations Wake County, North Carolina Lane Council of Government (LGOG), Washington Wayne County, New York Tribes Seminole Tribe of Florida (STOF) Ounalashka Corporation, Alaska Chenega Corporation, Alaska Ports Port Huston, Texas Unalaska Harbor, Alaska International Organizations Qatar- Doha Bahamas Water and Sewerage Related Experience with Projects Similar to the Scope of Services | 72 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES GTG Clients with similar scope Geographic Technologies Group is well versed in the services the City of Bozeman is seeking, having successfully completed projects with similar scopes for the following clients: Description of Proposed Approach to the Project | 73 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Description of Proposed Approach to the Project Geographic Technologies Group (GTG) understands that the City of Bozeman is seeking a qualified firm 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. GTG understands and is prepared to optimize the City’s current GIS environment, which currently includes a multitude of Esri, VertiGIS (formally Geocortex), and Cityworks products, including a complex integration among a variety of other systems. GTG will assess how GIS is currently being used across multiple departments within the City of Bozeman. After data is collected through department interviews and online surveys, the GTG strategic team will identify weaknesses, perform thorough SWOT and GAP analyses, and develop an effective roadmap that provides recommendations, establish a standard operating procedures to support a variety of GIS environment, develop a QA/QC plan for maintaining databases, and develop training resources for the City. The proposed work will be completed by using the following: GTG’s Company Philosophy Open and Regular Communication Experience and Education The following list represents our philosophy and the reasons why the City of Bozeman should consider GTG as the best candidate to help improve their GIS program: We will build relationships with all the stakeholders through confidence and professionalism. We have proven listening skills – sensitivity to the needs of all the departments and stakeholders. We understand the goals of the City. They are critical to the success of this initiative. We are responsive to clients, reliable, on time, and within budget. We are committed to assessing, designing, and planning a cost-effective and practical solution to meet the enterprise needs. We have ownership of this project. Description of Proposed Approach to the Project | 74 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Project Management GTG understands that project management will be crucial for Phase I and Phase II of this project. GTG has evolved over the past twenty-five years to have one of the most successful project management regimens. We understand that project management is critical to the success of any project. As such, multiple members of our team are Project Management Professionals PMPs) from the Project Management Institute (PMI) or are pursuing their PMPs. GTG’s team is highly skilled and technically diverse. All we do is GIS. We have formed a team comprised of highly qualified and experienced GIS practitioners. GTG uses Project Management Institute (PMI) best practices to identify and manage projects and tasks. Each of our Project Managers follows a systematic project management process that guarantees the success of each of our projects. This project will be managed by one of our certified Project Management Professionals (PMP), Curt Hinton. Mr. Hinton will have hands-on experience in all of the GIS services categories and will use project management best practices to ensure that the best staff person/s (inclusive of himself) is assigned to the various tasks and needs of the City of Bozeman. Our project methodology ensures that all tasks will remain on time and within budget. The following comprises our approach to the project. Description of Proposed Approach to the Project | 75 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES General Work Plan GTG will work with City of Bozeman staff to create a Project Work Plan that will include tasks and deliverables, schedules, milestones, progress reports, meeting minutes, and regular communication with the City of Bozeman internal Project Manager/Team. This will provide a platform for open communication regarding project tasks including management, risk management and issues, and the status of deliverables. Each of GTG’s projects follows a set of standardized project steps and protocols. If desired, GTG’s Senior Project Manager, working with City staff, will create a Project Work Plan (Project Management Plan) inclusive of each of the following: Work plan Milestones Project Schedule Dates Estimated Resource Expenditure Plan Task Identification and Assignment Deliverable Identification Workload and Resource Planning Risk and Issue Management Plan Sub-Task Identification This can be as detailed or straightforward as desired by the City of Bozeman. The draft Project Work Plan will be submitted to the City Project Manager for review to ensure the proposed work is consistent with the goals of the project before finalization. The plan will be updated/revised throughout the term of this agreement and/or as required by the City Project Manager. As aforementioned, GTG uses Project Management Institute (PMI) best practices to track projects and tasks. Jason Marshall (GISP/PMP) will serve as the overall Senior Project Manager on this phase of the project. He will coordinate GTG staff resources to optimize skill sets and ensure that the City of Bozeman receives quality work products in a timely fashion. A key to GTG’s overwhelming success with clients is maintaining high levels of communication. Mr. Marshall’s PM skills are outstanding. He has stand-up Excerpts of Example Project Management Plan For the California Department of Pesticide Regulation Description of Proposed Approach to the Project | 76 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES meetings with project staff to ensure they have the information and resources they need to complete their tasks. Project Kickoff Meeting and Collaboration At each project's outset, GTG proposes to host a meeting between the City of Bozeman Project Manager (and pertinent team members) and GTG staff to review the project plan. This meeting will serve to introduce both teams, review the City of Bozeman’s expectations, review project steps, schedule tasks and identify related timing, identify any risks or issues related to the planned approach, and review action items. During this kickoff, preferred communication techniques will be discussed. Additionally, key GTG team members will be introduced. Once complete, feedback will be used to augment a weekly report and the Project Work Plan. After these steps, the project will have officially begun. During the project kickoff meeting, the frequency of ongoing meetings will be discussed. GTG's Project Manager will work with the City of Bozeman’s Project Manager to identify a set schedule of project meetings. During the project meetings facilitated by GTG, updates will be provided on the implementation progress. GTG is flexible and can accommodate the processes and desires of the City of Bozeman’s Project Manager. City of Bozeman Kick Off Meeting Description of Proposed Approach to the Project | 77 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Collaboration Tools GTG will manage each task/project within our project management software from Monday.com. This will give visibility to each of our team members as to the status of any task and the overall work plan for the City of Bozeman. If a project would be best served by using Agile project management techniques then an Agile approach will be deployed. Our team is adept with both waterfall, Agile, and hybrid techniques. GTG will grant the City of Bozeman Project Manager access to the City of Bozeman task board. This will give key stakeholders visibility into the project. Additionally, GTG will establish a Microsoft Teams site for collaboration. This will include directories for key documents, data, and other pertinent project artifacts. Project Plan/Weekly Email and Monthly Update For a project to succeed, both the City of Bozeman and GTG must have a common understanding and consistent communication. To that end, GTG sends a project update on Friday of every week via email. The purpose of this is to document each of the tasks/projects/steps, identify action items, and track progress. GTG has found that this is a non-intrusive method for ensuring that the client stays informed consistently and that any actionable items are identified and acted upon. The Project Plan will be updated as the project progresses. Customer Service and Technical Support GTG supports clients with ad-hoc services throughout North America. For a majority of clients that is the primary service that we provide. Our team acts as a staff extension to agencies of all sizes. As a GIS-only company, we have hired a team of highly skilled GIS and IT professionals with a strong background in project management. As such, our skillset is very robust, with staff that have the skills to provide service excellence no matter the task. Additionally, GTG has been in a multi-year growth mode, and we fill our positions with the most qualified candidates in the industry. This allows us to have strength-of-depth for any Example Weekly Project Update Description of Proposed Approach to the Project | 78 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES task. Our entire project team is at the disposal of the City of Bozeman. Our Project Managers will plug in the staff person who is the most qualified to perform a given ad-hoc task. Ad-Hoc Service Workflow At the outset of the project, GTG will review the desired ad-hoc workflows for this project. These workflows will most likely differ based on the type of request/project. An SOP will be created to define how an ad-hoc service is undertaken. In most cases, these can be considered a project that will require a sub-project plan to be defined. A scope definition document will be created and refined with the City Project Manager to ensure alignment. As an example, for California High-Speed Rail, GTG fields ad-hoc requests of all sizes from small changes to a configuration to larger projects that require multiple resources. Each of these will be captured in a variety of reporting tools. Our team provides the very best customer service and technical support. In general, all of our projects follow a very high threshold of management and customer support. We have multiple former Esri support staff working at GTG. The following are a few of these examples. Example Projects Include: California High-Speed Rail (CHSR) – One of the primary functions of the CHSR project is supporting their programmatic customizations. We customize their Geoplatform suite. Geoplatform is comprised of a variety of specialized viewers for which GTG maintains a variety of customized widgets (using ASP.NET + WAB tools). Additionally, FME desktop use is pervasive, and we support/customize and update a variety of automated processing and scripts. We act as the customer support line for the entire agency’s GIS needs. We provide detailed project management services. St. Paul, MN – GTG was contracted to modernize the St. Paul, MN Police Department GIS suite of tools. This included establishing a full suite of Esri tools. A key element of this project was a large volume of python scripting for publishing data derived from a variety of data sources. This year-long project required a high level of project management. Additionally, GTG has been contracted for 3 years of end-user support. Description of Proposed Approach to the Project | 79 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES QA/QC Measures GTG adheres to strict Quality Assurance/Quality Control procedures in all our data projects to ensure data integrity. We utilize five key QA principles that allow us to improve the integrity of geospatial data: 1. Testing and Validation 2. Consistency, Reliability, and Repeatability 3. Peer Review 4. Automation of Processes 5. Ownership and Accountability Maintaining high-quality, error free geospatial data offers significant benefits, primarily reducing the need to take corrective measures and remediate decisions based on incorrect information. The integrity of decisions is dependent on the integrity of the data used to inform those decisions. A key component of any QA effort is determining which QA procedures can and should be implemented. The five QA principles above provide a solid foundation for the implementation of effective QA procedures. GTG incorporates QA/QC into the project workflow. This means that we begin with the end goal in sight, assembling high-quality data throughout the data development process. Our commitment to data integrity begins with building an effective geodata design and continues until our clients accept the final data delivery. Following strict QA procedures ensures the integrity of GIS data, saving our clients valuable time and money. Each phase of the project will be accomplished by a designated staff member. The staff member follows an arduous QA process to ensure that the step is completed appropriately and thoroughly documented. For example, in the data analysis step, each recommended change and data audits is documented within the geodatabase. As a second step, a supervisor will review the work to make sure it complies with the established professional standards. Finally, the Project Manager will provide a tertiary review of the deliverable to ensure that it meets all customer expectations. Proposed Schedule | 80 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Proposed Schedule PHASE I: GIS NEEDS ASSESSMENT AND ROADMAP Section A: GIS Needs Assessment 6 Weeks Section B: GIS System Design 4 Weeks Section C: GIS Roadmap and Implementation Strategy 4 Weeks TOTAL: 14 Weeks PHASE II: IMPLEMENTATION Section D: Implementation Support Services 3 to 6 Months Ongoing Support as Needed Standard Operating Procedures (SOP) Schema Changes Systems Integration Database Systems Qualify Control (QC) /Quality Assurance (QA) Present and Projected Workloads | 81 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Present and Projected Workloads Geographic Technologies Group Inc., (GTG) prides itself on its capacity planning, allowing our staff to have a manageable workload, giving each of our clients the time and attention their projects deserve. GTG carefully considers the projects it takes on as a company, and hands- selects a team for each one, to ensure the team has the necessary availability to provide quality products and services to our clients. The proposed staff for this project will be available to support the City of Bozeman with all scope items outlined in this RFQ. GTG currently holds active contracts with the following cities/organizations: Client Name Date City of Fort Pierce, FL February 2008-Present City of Lauderhill, FL August 2010-Present City of Lawrenceville, GA April 2018-Present City of Morgan Hill, CA January 2019-Present City of Roswell, GA May 2015-Present City of Vancouver, WA June 2017-Present City of Tulare, CA - Affordable Housing Grant Work August 2020-Present City of Tulare, CA - Utilities Data Conversion August 2021-Present Gwinnett County, GA January 2018-Present City of Hobart February 2019-Present CalFire, CA June 2017-Sept 2023 (new contract runs through 2025) Town of Windsor, CA January 2012-Present Houston Port Authority Implementation August 2022-Present California High-Speed Rail Authority November 2021-October 2025 City of Pickering, Ontario October 2021-Present City of Fremont, CA December 2021-Present Port of Tacoma, WA May 2022-Present City of Fairfield, CA August 2022-Present City of Oshawa, ON March 2022-Present Peterborough, ON Public Works GIS July 2021-Present California Department of Pesticide Regulation May 2022-June 30, 2024 Seminole Tribe of Florida October-Present Recent and Current Work for the City of Bozeman | 82 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Recent and Current Work for the City of Bozeman In 2021 the City of Bozeman selected GTG to complete a GIS Data & Database Architecture and Dara Maintenance Health Check. The team was tasked with reviewing the City’s existing use of the enterprise geodatabase, use of file geodatabases, and the use of existing hosted data (ArcGIS data store and ArcGIS Online). After the initial reviews, GTG provided recommendations for improving the database maintenance and overall performance and how to improve the data management at the City (including integrations). The GTG Team also provided recommendations for migrating to new data models such as ArcGIS solutions for Local Government, Utility Networks, etc., recommendations for when to use a File Geodatabase, Enterprise Geodatabase, and Hosted Feature Services (ArcGIS Enterprise or ArcGIS Online), including best practices. In addition, GTG worked with the City to review the existing GIS integrations and how to more efficiently use FME to channel data to the appropriate repositories (File Geodatabase, Enterprise Geodatabase, Hosted Feature Service, etc.). A final task for this project was a plan for the City to transition from ArcGIS Desktop to ArcGIS Pro. Past GTG deliverables to the City of Bozeman. References | 83 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES References The following are GIS needs assessment, strategic planning, and implementation plan projects the GTG team has completed that are similar to the services requested by the City of Bozeman. These references demonstrate our commitment to delivering high-quality GIS consulting and strategic planning services on time and within budget. This list also includes a refence from the GHD team. as GTG will leverage their Cityworks experience to support the City of Bozeman. Client Name Client Contact Info City of Hobart, IN Tim Kingsland HSD Coordinator 141 Main Street Hobart, IN 46342 P: (219) 942-3619 E: tkingsland@cityofhobart.org City of Berkley, CA Debra Montgomery Information Systems 2180 Milvia Street Berkeley, CA 94704 P: (510) 859-6755 E: demontgomery@cityofberkeley.info Roswell, GA Patrick Baber GIS Manager 38 Hill Street Roswell, GA 30075 P: (770) 594-6270 E: pbaber@roswellgov.com City of Tulare, CA Jason Bowling GIS Coordinator 411 East Kern Ave Tulare, CA 93274 P: (559) 684.4266 E: jbowling@tulare.ca.gov Mississauga, ON John Imperiale IT Business Manager 300 City Centre Dr. Mississauga, ON L53 3C1 P: (905) 615.3200 x3659 E: John.Imperiale@mississauga.ca City of Fairfield, CA Savita Chaudhary Director, Information Technology 1000 Webster Street Fairfield, CA 94533 P: (905) 615.3200 x3659 E: schaudhary@fairfield.ca.gov References | 84 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Client Name Client Contact Info Santa Barbara, CA Eric Just GIS Coordinator 735 Anacapa Street Santa Barbara, CA 93101 P: (805) 897-2548 E: ejust@santabarbaraca.gov City of Pickering, ON Jill McMullen Geomatics/Mapping Manager One the Esplanade Pickering, ON L1V 6K7 P: 905-420-4660 ext. 2090 E: jemcmullen@pickering.ca Oshawa, ON Tina Barker Manager, Procurement and Accounts Payable West Wing City Hall 50 Centre St. South Fl 1, Oshawa, ON, L1H 3Z7 P: (905) 436.5644 E: tbarker@@oshawa.ca Thousand Oaks, CA Eddie Hughes IT Manager 2100 Thousand Oaks Blvd. Thousand Oaks, CA 91362 P: (805) 449-2231 E: ehughes@toaks.org City of Granbury, TX Ian Patrick GIS Analyst 116 W Bridge St Granbury, TX 76048 P: (817) 736-6872 E: ipatrick@granbury.org City of Fort Pierce, FL Jerome Spivey GIS Manager 100 North U.S. 1 Fort Pierce, FL 34950 P: (772) 467-3798 E: jspivey@cityoffortpierce.com City of Lawrenceville, GA Kyle Parker IT Director 70 S Clayton St. Lawrenceville, GA 30046 P: (678) 407-6406 E: kyle.parker@LawrencevilleGa.org West Hollywood, CA Eugene Tsipis IT Manager 8300 Santa Monica Blvd. West Hollywood, CA 90038 P: (323) 848-6399 E: etsipis@weho.org City of Syracuse, NY Joe Awald PE Water Commissioner 101 N. Beech St, Syracuse, NY 13210 P: (315) 448-8344 E: jawald@syrgov.net Price Proposal for both Phase 1 & Phase 2 | 85 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES Price Proposal for both Phase 1 & Phase 2 Phase I: GIS Needs Assessment and Roadmap Lump-sum fee of $58,600 Phase II: Roadmap Implementation Services GIS on-call support can be a lump-sum fee or hourly consulting rates. Our hourly rates can be found below. Job Title Hourly Rate Sr. GIS Consultant $ 246.00 GIS Director/VP of GIS Operations $ 208.00 Software and Development Manager $ 180.00 GIS Manager $ 175.00 Sr. GIS Architect $ 189.00 GIS Systems Architect $ 152.00 Sr. Developer $ 158.00 Sr. GIS Analyst $ 139.00 Developer $ 145.00 GIS Analyst $ 125.00 Sr. Project Manager $ 164.00 GIS Project Manager $ 120.00 Sr. GIS Specialist $ 90.00 GIS Specialist $ 86.00 Sr. GIS Technician $ 78.00 GIS Technician $ 72.00 GIS Strategic Planner $ 107.00 Sr. GIS Strategic Planner $ 110.00 Attachment A NONDISCRIMINATION AND EQUAL PAY AFFIRMATION __Geographic Technologies Group (GTG)__ 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, ___Geographic Technologies Group (GTG)__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. __David Holdstock, CEO ________________ Name and title of person authorized to sign on behalf of submitter Price Proposal for both Phase 1 & Phase 2 | 86 BOZEMAN | MT RFP: PROFESSIONAL GEOGRAPHIC INFORMATION SYSTEMS (GIS) SERVICES BACK COVER HERE