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HomeMy WebLinkAbout24 - Submissions - Professional Geographic Information Systems (GIS) Services (6)Professional Geographic Information Systems Services CITY OF BOZEMAN, MT DATE : March 14, 2024 SUBMITTED BY: John Garrido, Account Executive Attachment A NONDISCRIMINATION AND EQUAL PAY AFFIRMATION ____________________________________(name of entity submitting) hereby affirms it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and acknowledges and understands the eventual contract will contain a provision prohibiting discrimination as described above and this prohibition on discrimination shall apply to the hiring and treatments or proposer’s employees and to all subcontracts. In addition, ____________________________________(name of entity submitting) hereby affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work “best practices” website, https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices publication and has read the material. ______________________________________ Name and title of person authorized to sign on behalf of submitter NV5 Geospatial, Inc. NV5 Geospatial, Inc. Robert Vander MeerVice President, State & Regional NV5 Geospatial – Professional Geographic Information Systems Services 1 March 24, 2024 City of Bozeman, Montana Attn: Gail Jorgenson, GIS Program Manager PO Box 1230 Bozeman, MT 59771-1230 RE: Proposal for Professional Geographic Information Systems (GIS) Services Dear Ms. Jorgenson, NV5 Geospatial, Inc. (NV5) is pleased to submit our proposal for the Professional Geographic Information Systems (GIS) Services project detailed in the RFP. NV5 Geospatial has a long and outstanding history of providing full-service geospatial solutions, and we are the largest singular provider of end-to-end geospatial services and solutions in the U.S. NV5 Geospatial is the only firm to achieve a Platinum Partnership with both Esri and Cityworks. NV5 Geospatial is willing to comply with all work requirements and other terms and conditions specified in this solicitation. Summation of Submittal and Unique Qualifications: • Experienced and Trusted Partner – Since 2018, NV5 Geospatial has provided the City of Bozeman services supporting GIS and Cityworks environments. Most recently, NV5 Geospatial was awarded a 3-year contract with the City of Bozeman to provide GIS and Asset Management services and has supported numerous tasks from this contract. We know that both timeliness and quality of work are absolute prerequisites, and NV5 Geospatial has the necessary experience and the dedicated staff waiting to offer quality professional services. We are proud to be a trusted partner for the City of Bozeman—and, as such—can provide expert data knowledge and an extensive understanding of the City's environment. • Premier GIS and Cityworks Provider –NV5 is the only firm to achieve Platinum Partner status with Cityworks and Esri for our engagement, experience, and contribution levels within both technical communities. NV5 Geospatial also participates in Esri’s Partner Advisory (PAC) and CTO Councils, where we can influence business and technical initiatives within Esri. This partnership status allows our team to understand the intricacies of both environments, which will prove beneficial to supporting the City of Bozeman’s roadmap and help optimize the City’s GIS environment well into the future. • Local, Unparalleled, Personalized Service – NV5 Geospatial is known for its unmatched, personalized level of service across the country. We take an adaptive approach and understand the importance of your objectives. Our Cityworks Solution Engineer and Group Lead, Haley Jurecki, and several of our staff live in your community and have the knowledge and expertise to deliver the results you need locally. Working closely together will turn this project into a huge success story for your team and its users. Please contact me if you would like additional information. We look forward to your favorable review of our proposal and working together to accomplish this project. Sincerely, John Garrido, Account Executive NV5 Geospatial – Professional Geographic Information Systems Services 2 Table of Contents 1.0 EXECUTIVE SUMMARY ............................................................................................................... 3 2.0 FIRM PROFILE ............................................................................................................................ 4 Esri Partnership ............................................................................................................................................. 4 Licenses and Certifications .......................................................................................................................... 6 Cityworks Platinum Partnership................................................................................................................... 6 Subcontractor Overview: VertiGIS ................................................................................................................ 7 Key Personnel ............................................................................................................................................... 7 3.0 SCOPE OF PROJECT ................................................................................................................. 10 Phase 1 – Needs Assessment & Roadmap .............................................................................................. 10 Phase 2 – Roadmap Implementation ........................................................................................................ 10 4.0 GENERAL AND TECHNICAL REQUIREMENTS ............................................................................ 11 5.0 RELATED EXPERIENCE WITH PROJECTS SIMILAR TO THE SCOPE OF SERVICES .................... 12 6.0 DESCRIPTION OF PROPOSED APPROACH TO THE PROJECT ................................................... 15 Phase 1 – Needs Assessment & Roadmap .............................................................................................. 15 Phase 2 – Roadmap Implementation ........................................................................................................ 18 7.0 PROPOSED SCHEDULE ............................................................................................................. 20 8.0 PRESENT AND PROJECTED WORKLOADS ................................................................................ 21 9.0 RECENT AND CURRENT WORK FOR THE CITY OF BOZEMAN ................................................... 22 10.0 REFERENCES ............................................................................................................................ 23 11.0 PRICE PROPOSAL FOR BOTH PHASE 1 AND PHASE 2 .............................................................. 24 NV5 Geospatial – Professional Geographic Information Systems Services 3 1.0 Executive Summary The City of Bozeman (the City) has a well-established enterprise GIS platform to support city staff, leadership, and citizens in providing innovative visibility and insight into information about the community. The technology platforms accommodate everything from internal operations and business processes to analytics and visualization, offering improved transparency, increased accountability, and broad collaboration. The current implementation is based on the Esri ArcGIS Enterprise software stack with complementary implementations of Cityworks, Geocortex (VertiGIS), and FME, among other systems. The deployment landscape represents a robust landscape of synergistic enterprise solutions, which also require deliberate maintenance and sustainment to provide continuous support to the user base. Keeping pace with evolutions in the respective technology stacks requires a clear and thoughtful vision, which is a primary reason the City has initiated the request for an assessment and roadmap. Fortunately, NV5 Geospatial (NV5) has been performing such services and shaping the enterprise vision for decades, supporting organizations ranging from local governments to the Federal government to Fortune 500 companies. We are North America’s largest geospatial services firm, providing geographic insights to government and corporate organizations that need geospatial intelligence to mitigate risk, grow plans, better manage resources, and advance scientific understanding. NV5 proposes a discovery-style engagement to the City centered on a two-day onsite workshop. Through the workshop, we will gather information and learn about the City as an organization and the underlying technology landscape. Within that context, we will develop a roadmap to advance and upgrade the current platforms. Subsequently, NV5 will help the City undertake priority tasking identified via the roadmap through a flexible and ongoing support block engagement. NV5 looks forward to continuing our partnership with the City and helping to advance the enterprise GIS program to support organizational needs now and in the future. NV5 Geospatial – Professional Geographic Information Systems Services 4 2.0 Firm Profile NV5 is qualified, prepared, and can deliver the services needed to achieve the City's contract objectives. We are North America's largest geospatial services firm, providing geographic insights to clients who need geospatial intelligence to mitigate risk, grow plans, better manage resources, and advance scientific understanding. Our client base includes local, county, state, regional, and federal agencies and many of North America's top engineering and industrial firms. Our GIS staff consists of an experienced Team of Certified Project Management Professionals, Scrum Masters, Scum Product Owners, GIS Professionals, Analysts, and Developers organized to deliver GIS Software Solutions and Services based on client-specific needs. Our client-focused Teams are supported by a deep corporate bench skilled with geospatial technology and trends, including Enterprise Architects, Solutions Architects, Solutions Engineers, Geospatial Analysts, and more, working across 100+ offices in the United States. We lead the nation as the only end-to-end geospatial solutions provider capable of delivering the highest quality data and geographic insights. We combine unmatched expertise and experience with the latest technology and proprietary software to map and analyze all types of terrain. We have mapped millions of square miles of imagery and lidar throughout the United States. But we are so much more than what we measure. We also lead our peers in innovation and actively participate in the research community, constantly exploring new and novel ways to solve our client's most significant challenges. We empower our clients to solve challenges using the full spectrum of geospatial and IT services and solutions, which include enterprise GIS design and implementation, GIS-centric asset management (Cityworks), extensive data services, geomatics, business solutions, cloud services, infrastructure security, analytics, and professional services. Customers include local, state, and national government, defense and intelligence, infrastructure, utilities, energy, airports and ports, and commercial and environmental customers. With a mapping and survey heritage dating back to 1969, NV5 (via NV5 Geospatial and Axim Geospatial, an NV5 company) is dedicated to embracing its legacy traits of flexibility, creativity, innovation, responsiveness, partnership, and client satisfaction as well as on time, first time right products, which has defined our success. In 2019, NV5 Geospatial was acquired by NV5 Global, headquartered in Hollywood, FL, further securing our longstanding history of providing quality services to our clients. In February 2023, we announced NV5's acquisition of Axim Geospatial as a wholly-owned subsidiary. Now comprised of over 750 Geospatial-dedicated employees, NV5 is ready to support the City with all aspects of your geospatial needs and build upon our 6-year relationship with the City. Esri Partnership NV5 is one of only 18 firms globally that have attained the level of Esri Platinum Partner. Less than 1% of Esri partners worldwide have achieved this highest tier of distinction. We have been an Esri Business Partner for 30 years and continuously maintain alignment with their vision and initiatives. We have NV5 Geospatial – Professional Geographic Information Systems Services 5 preferential pre-release knowledge transfers on new technology and access to the Esri product teams with premium support. NV5 sits on the Esri Partner Advisory Council (PAC) and through this relationship, NV5 gains insight into and influences Esri technical trajectories in advance of public release. This insight allows NV5 to help clients navigate upcoming changes to take advantage of new capabilities. In addition to Platinum Partnership, NV5 has achieved Esri specialty status for several solutions and Esri product areas: State and Local Government Specialty. This specialty is awarded to partners that specialize in, and have a substantial track record of success with, the development and configuration of ready-to- use solutions for local and state government clients. ArcGIS System Ready. Awarded to partners that adopt the latest Esri technology, migrate their offerings in a repeatable practice, and have a well-trained staff to support the latest Esri software releases. Other Specialties of Note: ArcGIS Indoors. A complete indoor mapping system for connecting workspaces with employees and visitors. ArcGIS Cloud Services. With the maturity of business systems comes a need for flexible and agile cloud environments and hybrid environments for business continuity and resiliency. ArcGIS Utility Network Management Extension. GIS-based network management for utilities, the new Utility Network (UN) management tool provides more functionality, added flexibility and advanced access to data. NV5 is the first Esri partner to receive the UN partner specialty designation for water utilities. ArcGIS HUB. A community engagement platform that organizes people, data, and tools through information-driven initiatives. Our Esri Platinum Partnership provides significant benefits for our clients, including enhanced professional services and industry knowledge, which offers NV5 a level of premium support to elevate technical requests that other companies cannot access. We have regular interfaces with the Esri Product and Professional Services Team to share experiences, discuss best practices, help define upcoming capabilities, and gain insight into new technologies that will soon be available for public consumption. NV5 Geospatial – Professional Geographic Information Systems Services 6 Licenses and Certifications Table 1. NV5 Team Licenses and Certifications Certification Type # of Employees Professional Licensure / Certification GIS Professional (GISP) 37 Professional Surveyor (PS)/Professional Land Surveyor (PLS) 13 Project Management Professional (PMP) 20 Esri Certifications Esri ArcGIS Desktop Associate (EADA) 2 Esri ArcGIS Desktop Professional (EADP) 5 Esri Enterprise Administration Associate (EEAA) 2 Esri Enterprise Administration Professional (EAEP) 1 Esri Enterprise Geodatabase Management Associate (EGMA) 1 Esri Enterprise Geodatabase Management Professional (EGMP) 2 Esri System Design Associate (ESDA) 1 Esri Web Application Developer Associate (EWDA) 3 CompTIA CompTIA Security+ 35 Information Technology Infrastructure Library ITIL Foundation Level 1 Amazon Web Services AWS Certified Cloud Practitioner 4 AWS Certified Solution Architect - Associate 1 Microsoft Azure Certification 3 Oracle Oracle Certified Associate 2 Others Certified DevSecOps Professional 1 Professional Scrum Master 5 Certified Scrum Product Owner 1 As our customers’ needs have expanded beyond purely Geospatial and Data Capture services, our service offerings have evolved in parallel to include such things as Geospatial Cloud Services (cloud migrations, conversions, and ongoing services) which support 20+ active clients, including Harry Reid International Airport, Hartsfield-Jackson Atlanta International Airport (HJAIA), and Port of New Orleans. Many of our customers rely on NV5 to proactively manage these environments following deployment. In fact, NV5 was recently recognized with an Implementation Award for Exceptional Achievement at the 2023 Esri Partner Conference. NV5 staff are experienced and maintain key certifications across all major cloud platforms. NV5 is also an industry leader in location-based asset management planning, design, and implementation as well as integrations with EAM and GIS. Our staff have added value to existing asset management/work order systems through seamless integrations with third-party systems, including financial, HR, and other related business systems. Cityworks Platinum Partnership NV5 is a Cityworks Platinum Partner and has been providing a GIS- centric approach to enterprise asset management implementations, upgrades, and support. NV5 has been working with Cityworks since before the first release of Cityworks Server – which represents the contemporary version of the software and the platform against which Cityworks has directed the bulk of recent development efforts. NV5 has been an official Cityworks Implementation Business Partner since February 1, 2013, however, our experience providing Cityworks related implementation services dates back to 2008. In July 2017, just four years after establishing our partnership with Cityworks, NV5 reached the highest tier available, becoming the only firm to hold a Platinum status with both Cityworks and Esri. NV5 Geospatial – Professional Geographic Information Systems Services 7 Subcontractor Overview: VertiGIS VertiGIS North America (VertiGIS) features over 100 employees in the US and Canada, with 600 VertiGIS employees worldwide. VertiGIS is a collection of world-class geospatial technology companies brought together under a single private company. Like VertiGIS North America, these companies have been building industry-leading geospatial solutions for decades. VertiGIS is one of just a few Esri Platinum Business Partners, which puts us among the top Esri partners in the world. Our staff are among the most experienced in deploying and configuring ArcGIS software and building powerful mapping applications with our VertiGIS Studio software. As such, VertiGIS is well qualified to deliver the requirements detailed in the City’s RFP using our own experienced staff who have unparalleled knowledge of our VertiGIS Studio software suite. Key Personnel NV5’s Senior Esri Solutions Architect, Steve Mulberry, will lead this project. Steve will lead the engagement, starting with a 2-day onsite discovery workshop. During this time, they will discuss system architecture, deployment patterns, data management, associated workflows, and Enterprise GIS Adoption pattern review. Once the discovery is completed, Steve will be leading the roadmap development process and finalize a written deliverable that will be presented to the City and its leadership. Pedro Oliveria will support the portion specific to VertiGIS Software and solutions. This will include discovery workshops in tandem with Steve to help plan for a transition of the Geocortex platform. Pedro will provide the City with a proposed application architecture diagram after the assessment. Once accepted, a migration plan will be implemented to support implementation, training, and maintenance. Steve Mulberry, Sr. Esri Solutions Architect Technical Expertise • Esri ArcGIS • Systems Design and Architecture • Application Design and Architecture • Systems Integration • Web Development and Design • RDBMS Design and Architecture • Geospatial Data Design • Spatial Analysis • Geoprocessing Experience 33 years Education BS/Cartography Certification • Esri Certified Enterprise System Design Associate • AWS Certified Cloud Practitioner Steve is responsible for conceptualizing and engineering enterprise GIS systems. He provides technical oversight for NV5 business units with integration and deployment of location intelligence solutions running on industry standard platforms, business systems, and enterprise database management environments; consults directly with solution architects and program managers supporting business development and project execution activities; also leads client engagements by demonstrating technical capabilities and determining functional requirements, systems, and application architecture design and development for specific project engagements. NV5 Geospatial – Professional Geographic Information Systems Services 8 Steve has experience working with large organizations on system-wide deployments of Enterprise GIS to support oil and gas distribution (SCADA, Pilot Patrol), electric distribution (Transmission) waste management (Logistics, Work Order Management), Real Estate (System Integration, One View App), Financial (Business Continuity, Big Data). Steve sits on the Esri CTO council to help influence the future of ArcGIS and advocate for product and technology enhancements to better enable the development of partner offerings and solutions. Project Experience • Evoenergy ActewAGL Cityworks and GIS Healthcheck (Canberra, Australia - 2024): NV5 was selected by Evoenergy to help optimize their location-based, enterprise platform. This was done through an immersive and comprehensive assessment of the technology landscape that is associated with their business processes. NV5 provided onsite discovery workshop and system health check. Steve was the technical resources assigned to assist given his expertise in enterprise GIS. Following the onsite engagement, Steve compiled his observations into a written deliverable that included several recommendations to help support Evoenergy’s overall vision and strategy for their enterprise GIS. • MnDOT District 7 Asset Inventory Update (District 7, Minnesota - 2021): NV5 was selected by MnDOT to deliver a new and accurate district‐wide inventory of MnDOT owned signs in District 7 on approximately 3,238 lane miles of trunk highway. NV5 worked with MnDOT to identify all centerline miles, ramps, and local legs of intersecting MnDOT routes that need to be collected in order to provide MnDOT with a complete inventory of District 7. Steve created an interactive, Esri- based dashboard that was used as a project management tool to report collection and extraction progress in real-time to the client. • TrueNet Mobile Lidar Mapping (Ontario, Canada Providence - 2021): NV5 was selected to provide TrueNet Communications with mobile lidar and 360-degree imagery acquisition and data extraction services to support approximately 100 miles of fiber optic design build in Ontario, Canada. NV5 deployed a field crew equipped with a Maverick mobile lidar sensors and 360-degree imagery Ladybug cameras, executed GPS post-processing of the data, and completed subsequent extraction of 14,575 assets. Steve created an Esri-compatible, web-based data visualization tool, which allowed the user to access 360 imagery and lidar point clouds. The user is able to play through the imagery and view point cloud associated with each image. Steve provided 15 user licenses and hosted the data for 6 months at TrueNet’s request. Pedro Oliveria, Developer Pedro brings a strong background in software development to every project he works on, with more than 8 years of experience working in software and application development. Since joining VertiGIS in 2015, he has been part of VertiGIS' most significant data-driven projects that marry Esri products and VertiGIS software. Along with his extensive expertise working on back-end security providers, Pedro specializes in front-end user experiences that drive real-time displays of complex indicators, charting requirements, and data configurations. Project Experience • Oregon and Roanoke Forestry, Roseburg Forest Products (2022-2023): Acting as Team and Tech Lead, Pedro led the VertiGIS team as they built Roseburg’s VertiGIS Studio Mobile applications which were used to monitor and calculate forestry resources and view the company's assets. The NV5 Geospatial – Professional Geographic Information Systems Services 9 mobile capabilities allow field workers to operate with no network and sync data when going back to base.  •  Walmap Pro, Walgreens (2021-PRESENT): Built previously by VertiGIS, the Walmap application was modernized using the VertiGIS Studio Web framework and a full ArcGIS Enterprise implementation on Azure servers. Pedro was integral to the development of the end solution which resulted in a powerful asset manager supported by constant ETL (extract, transform, load) processes to update the underlying data. Following successful conversion and deployment, Pedro continues to enhance and maintain the system with new processes and tools for the end-users to enjoy.  •  Wellbeing Toronto, City of Toronto (2020): Using the new VertiGIS Web framework, Pedro developed a data-driven solution to Wellbeing Toronto, consisting of a real-time display of hundreds of indicators throughout Toronto’s neighborhoods. With calculations done on the fly, users can create and configure their own indicators and see custom data relevant to their interests. Using a new paradigm of data hosted in ArcGIS Online, the solution is completely cloud-based and client-side.  NV5 Geospatial – Professional Geographic Information Systems Services 10 3.0 Scope of Project The requested scope of the RFP spans two phases, including an assessment and visioning component and subsequent implementation support. The following content summarizes the proposed scope of services, which are further described in Section 6.0 Description of Proposed Approach to the Project. Phase 1 – Needs Assessment & Roadmap The needs assessment and roadmap development phase will center on an onsite workshop to gather information and learn about the technical landscape and supporting processes, which will then directly feed into the recommendations and visioning captured in the roadmap deliverable. Deliverables • Discovery workshop final agenda • 2-day onsite workshop • Roadmap document outline • Draft roadmap • Roadmap overview and orientation • Budgetary references for up to three prioritized projects • Final roadmap Phase 2 – Roadmap Implementation The second phase is intended to support implementing projects outlined in the roadmap document based on priorities established by the City. Before performing the needs assessment discovery workshops and developing the roadmap, NV5 Geospatial cannot definitively identify the scope and associated effort estimates to support implementation. As such, we propose a support block engagement as a powerful yet flexible option for the City to advance the vision. Deliverables: • Time and materials (T&M) support block NV5 Geospatial – Professional Geographic Information Systems Services 11 4.0 General and Technical Requirements As an assessment and planning exercise, the development of the roadmap does not have explicit technical requirements. Instead, the general requirements are more organizational and logistical, such as: • The City will have a central location and adequate space to support the onsite discovery workshops • The available space will have basic collaborative infrastructure, including a whiteboard, Wi-Fi, projector, etc. • The City will identify and coordinate staff participation in the workshop meetings • Staff participating in the workshop meetings will have the knowledge and authority to provide inputs that shape the technical vision • City project leadership will be responsible for distributing draft content and aggregating/reconciling feedback The implementation phase, of course, is likely to have a series of technical requirements associated with the prioritized tasks, but that will be determined at the time tasks are authorized. Prior to that time, the following represent high-level technical requirements that may be applicable: • Adequate software licensing will be available and provided to support all phase 2 tasking • Software versions will remain static as changes or upgrades are made to the host infrastructure • Solution configurations will remain static as changes or upgrades are made to the underlying software environment • Infrastructure, software, and data changes may be suspended during a mutually agreed maintenance window to support production releases • Software versions identified as the target for an upgrade will not change unless mutually agreed upon • As necessary, administrative credentials will be provided to support phase 2 activity • Sufficient infrastructure will be provided to meet documented minimum requirements NV5 Geospatial – Professional Geographic Information Systems Services 12 5.0 Related Experience with Projects Similar to the Scope of Services Cityworks & GIS Healthcheck Evoenergy provides gas and electric energy service to >200,000 customers spanning an area in Canberra and the surrounding region of southeast New South Wales. To do so safely and reliably, Evoenergy has adopted an extensive technology landscape. Location technology (GIS) and Cityworks (work and asset management) are central among the operational tools, facilitating day-to-day business process and integration with other enterprise platforms. To help optimize the location-based, enterprise platforms, Evoenergy contacted NV5 Geospatial to help perform an immersive and comprehensive assessment of the technology landscape and associated business processes. NV5 Geospatial was charged with evaluating the respective technology deployments, functional adoption, and user experience to feed into an assessment of programmatic health and maturity and support a five-year roadmap. To do so, NV5 Geospatial collaborated with Evoenergy project and technical leadership to design an extended onsite discovery workshop and system health check. The initial discovery exercise was supported by multiple NV5 Geospatial technical resources with expertise in enterprise GIS and Cityworks implementations. Over a period of five-weeks, the team conducted interviews, brainstorming sessions, and working groups to learn and understand the organizational requirements and constraints underlying the current deployment and configuration profiles. Although some suggestions and corresponding adjustments were offered throughout the onsite exercise, the primary value of the project was represented in a written deliverable to systematically capture observations, recommendations, and vision. NV5 Geospatial developed the deliverable by parsing through notes and documentation to distill actionable recommendations that would help advance the enterprise programs and enhance adoption by improving the user experience. The document was shared with Evoenergy staff periodically to not only validate the structure, but to incrementally solicit feedback on the content to confirm accuracy and resonance. Following the iterative review and deliverable acceptance process, NV5 Geospatial transitioned from the initial discovery phase to a support services arrangement through which the team has helped implement priority recommendations. The support phase is an ongoing partnership between Evoenergy and NV5 Geospatial. Contracting Consultant Evoenergy ActewAGL Canberra, Australia Kerryn Patterson +61400606007 kerryn.patterson@ actewagl.com.au Period of Performance 07/2023-01/2024 Contract Value $380,700 NV5 Geospatial – Professional Geographic Information Systems Services 13 GIS Envisioning Workshops The Metropolitan Airports Commission (MAC) was established to provide exceptional airport experiences in the Twin Cities region by leveraging sustainable business practices and contemporary technology, including a robust enterprise GIS program and Cityworks implementation. NV5 Geospatial has been working with MAC to support, maintain, and expand the respective platforms since 2018, however, in 2023 MAC communicated an interest to Esri to establish a technology roadmap. Given the deep and ongoing partnership with NV5 Geospatial, both Esri and MAC expressed a desire for NV5 Geospatial to participate and collaborate through a series of onsite workshop sessions. For MAC, the investment in the Esri software stack has effectively empowered enterprise workflows and supported diverse business processes. To confirm continued efficacy and support, MAC understood that that maintenance and sustainment, though necessary, would not adequately position the organization for future demands. The roadmap is intended to provide a vision and a corresponding action plan. NV5 Geospatial engaged with MAC in collaboration with Esri to perform a discovery workshop through which MAC staff were able to offer insights, observations, and requirements of the system The workshops focused on the broad capabilities of the enterprise GIS program, but also included a deeper dive into the deployment and management of Cityworks as a complementary technology. MAC has adopted both Cityworks AMS and PLL as a functional extension of the GIS capabilities. Cityworks AMS supports airside operations and the landside trades workers and PLL is used for permitting the use of cranes at all MAC airports. The information captured from the workshops was interpreted and transformed into a roadmap that included observations, assessments, recommendations, and the roadmap. The observations included challenges and strengths as context for the adoption and current patterns of for both functional areas of focus and thematic/departmental opportunities. The recommendations highlighted the keys to success and outlined associated priority and sequencing with a supporting outline of the corresponding steps and responsibilities, addressing strategy, data, governance, training, and engagement. The roadmap outlined core activities and relative timelines to serve as a guide for MAC. Based on our partnership with Cityworks and long experience with MAC to facilitate the work, asset, and permit management programs, NV5 Geospatial was able to provide deeper and more specific vision and recommendations to further complement the overarching recommendations. The result was a comprehensive and cohesive plan of action in alignment with the MAC mission. Contracting Consultant Metropolitan Airports Commission Minneapolis, MN Chris Marquardt (612) 713-8788 chris.marquardt@ mspmac.org Period of Performance 11/2023-02/2024 Contract Value Performed via the NV5 Platinum Partnership with Esri NV5 Geospatial – Professional Geographic Information Systems Services 14 GIS HealthCheck The City of Belmont, CA is located within San Mateo County and is home to a population of roughly 28,000. To better serve their community, the City has invested in their GIS department to assist departments and disciplines, including Technology, Senior Management, Public Works, Parks and Recreation, Community Development, and Public Safety. Given the critical importance of GIS to support these departments, the City requested that NV5 perform a GIS HealthCheck to assess the system and establish a vision for advancement. In September of 2021, NV5 met with individuals representing the diverse stakeholder groups to discuss business needs and associated requirements from the enterprise GIS platform. The information gathered allowed NV5 to assess the current state of the GIS within the City and each department. In doing so, NV5 was able to assess the various adoption patterns spanning the participating groups and identify technology constraints, dependencies, and pain points. Through this process, NV5 was able to communicate critical success factors to guide the City toward a more optimized deployment to streamline adoption, utilization, and overall programmatic success. Prior to the HealthCheck, GIS was supported by the Information Technology department with limited use by other departments and a generally decentralized organizational structure. The HealthCheck provided a consolidated assessment of business requirements, key workflows, and information products, which revealed options for the City to enhance and extend delivery of high-quality location technology services all customers, both internal and external. Following the HealthCheck conversations and interviews with the City departments, NV5 compiled and distilled the information gathered into a summary document to include a summary of observations and actionable recommendations designed to help address organizational challenges. The recommendations were organized and prioritized into short-, mid-, and long-term initiatives to allow the City to make incremental and demonstrable progress. Contracting Consultant City of Belmont, CA Jason Eggers (650) 598-4206 jeggers@belmont.gov Period of Performance 09/2021-11/2024 Contract Value $50,00 NV5 Geospatial – Professional Geographic Information Systems Services 15 6.0 Description of Proposed Approach to the Project Phase 1 – Needs Assessment & Roadmap NV5 has long provided assessments and roadmaps for enterprise GIS programs for government agencies (local, state, and federal), utilities, and private organizations to help gauge the maturity and efficacy of adoption. The engagements are designed to provide overarching and specific technology recommendations to offer a viable path for technology sustainment and advancement. Additionally, as a Platinum Business Partner with both Esri and Cityworks and holding formal partnerships with VertiGIS (Implementation Partner) and Safe Software FME (Service Partner), our experience and expertise are well aligned with the core scope elements of the RFP. Approach The NV5 approach to assessing and developing roadmaps is based on a proven, discovery-style engagement to systematically explore technological and organizational characteristics, requirements, pain points, and opportunities. Through the discovery process, we will facilitate discussions with designated stakeholders to gather information about the current GIS environment and the patterns of utilization and adoption that provide operational context for recommendations. NV5 proposes facilitating the core discovery workshop with an Enterprise Architect familiar with the Esri software stack and the corresponding best practices for system design and deployment pattern. Additionally, we have partnered with VertiGIS to support the assessment and planning for the transition from Geocortex to VertiGIS Studio. Following a collaboratively finalized agenda and schedule tailored to the City, we will review the current system in the form of demonstration/orientation by City staff supplemented by interviews, brainstorming, and whiteboarding. The primary intent of the proposed process is to allow the NV5 team to learn and understand the technology landscape and underlying business patterns so that we can distill observations with the most appropriate perspective. This discovery process is best accomplished through a face-to-face engagement to drive a more dynamic and immersive interaction. Accordingly, we propose that the core service for Phase 1 be centered on an onsite workshop hosted at City facilities. Discovery Workshop The proposed workshop will span two consecutive business days, focusing on host system architecture, enterprise system adoption and trajectory, data workflows, and automation, among other topics that may arise through conversation. NV5 and VertiGIS staff will support some sessions together collaboratively, whereas others will be funded independently, as appropriate to the topic. As referenced, the final list of topics and agenda will be determined collaboratively as part of project initiation, but the following represent the anticipated core areas of focus: • System Architecture & Deployment Pattern Review – Understanding the current system architecture and deployment pattern for the enterprise GIS and related platforms (e.g., Cityworks, Geocortex/VertiGIS, FME) establishes context through which subsequent discussions may be facilitated or interpreted. NV5 Geospatial – Professional Geographic Information Systems Services 16 • Data Management & Associated Workflows – Data is ultimately the engine that powers enterprise systems, creating the value and insights that justify investing in the technology. Data management and the associated workflows and integrations or automations determine data integrity, quality, and distribution, which directly affects the efficacy of a program. • Enterprise GIS Adoption Pattern Review – Just as system architecture provides context to the enterprise backbone, understanding adoption patterns offers insight into utilization, demand, dependency, and more. And, of course, the adoption pattern of enterprise GIS extends to the same related platforms that empower location technology for the City (Esri, Cityworks, Geocortex/VertiGIS, FME). The workshop will include interviews and discussions with participants identified by City project leadership. Each session is typically one to two hours long, and City staff participation in any given session may vary by topic. However, we highly recommend limiting involvement to only three to five people who can authoritatively represent the identified topic(s). In our experience, we have consistently seen that a larger group tends to result in more discussion internal to the participants about different perceptions of who, what, why, and how the current configuration or adoption evolved, which can detract from definitive or insightful progress against the topic. Deliverables: • Discovery workshop final agenda • 2-day onsite workshop (NV5) • Up to 8-hours of remote workshops (VertiGIS) Roadmap Development Following the discovery workshop, the NV5 team will begin to distill and digest the inputs, observations, and documentation compiled during the onsite exercise. Among the first activities will be to formulate an outline of the roadmap document, which will be shared with City project leadership for review and approval. With a mutually agreed upon document framework established, the NV5 team will begin translating source information into the respective sections to summarize our observations as the context that underlies our recommendations. The core content of the roadmap, however, will be the vision, recommendations, and plans associated with the path forward for the technology suit comprising the enterprise GIS program. Each discovery-style engagement we perform is designed to be dynamic and adaptive so that we can collectively pivot the focus to priority areas, which are sometimes revealed by conversation rather than planned in advance. With that said, we understand the areas of interest to the City for the roadmap center on the following: • Enterprise GIS (Esri) Stack – Plan to modernize within the context of evolving industry best practices to achieve performance, security, stability, scalability, and accessibility goals with a complementary perspective on adoption, to include a training paradigm for the City. • Cityworks Enterprise Asset Management – Evaluate the deployment and establish a path toward a Respond-centric adoption at version 2023, to include consideration of the primary technical and functional dependencies, such as a transition to the updated reporting engine. • Geocortex Deployment – Plan for a transition of the GIS-based web presence from the legacy Geocortex platform/version to VertiGIS Studio Web with the associated impacts to content management and publication. NV5 Geospatial – Professional Geographic Information Systems Services 17 o Prerequisites: Identifying prerequisites and confirming they are met is critical to a successful implementation. Prerequisites can be technical, such as the minimum supported version of ArcGIS Enterprise, or business-related, such as buy-in from management and users. o Implementation Plan: The implementation plan will provide a high-level breakdown of tasks required to successfully migrate the City to VertiGIS Studio. o Training Plan: The NV5 team will provide a recommended training plan to help maximize their investment in VertiGIS Studio. o Maintenance Plan: The NV5 team will provide a recommended software maintenance plan to make sure VertiGIS Studio systems are kept up-to-date. • Data Automation – Consideration for the workflows and scripts that underlie the flow of data between systems for persistence and efficacy. Before our collaboration with the City and before the workshop, the NV5 team envisions the roadmap organized broadly into sections or categories aligned with the primary topics listed above. The conversations will inform the details and nuances of each section and the path outlined in the workshop. The team will identify a temporal element to the roadmap recommendations, typically represented by short- -, mid-, and long-term. We will share a draft of the roadmap document with City project leadership for internal distribution, as appropriate. The NV5 team may share individual content sections incrementally, depending on how the roadmap document development unfolds, but the City will have an opportunity to review the recommendations and offer feedback. Feedback from the City will be consolidated into a single artifact, and any conflicting observations will be reconciled before delivery. The NV5 team will provide a one-hour, remote overview of the roadmap document to orient City project leadership and facilitate a high-level summary discussion around prioritized initiatives or projects resulting from the vision. Following the City review and identifying prioritized initiatives, we will develop budgetary reference points for up to three projects. The budgetary reference will not represent a proposal but will support City planning and decision-making concerning an action plan related to the roadmap findings. The NV5 team will incorporate feedback from the City into a refined and finalized version of the roadmap, along with the budgetary references and bulletized scope, within 10 business days of receiving the feedback. Phase 1 will be considered complete after the final roadmap document's delivery. Deliverables: • Roadmap document outline • Draft roadmap • Roadmap overview and orientation • Budgetary references for up to three prioritized projects • Final roadmap NV5 Geospatial – Professional Geographic Information Systems Services 18 Phase 2 – Roadmap Implementation Within Phase 2 of the RFP, the City is looking for support with implementing activities and processes identified in the Phase 1 discovery, which is thoughtful and strategic. The challenge is that before performing the Phase 1 discovery workshop and roadmap development, the NV5 team cannot be sure of the number, type, and complexity of potential initiatives or where City staff may wish to undertake some of the efforts internally. Within that context, the NV5 team recommends a flexible strategy for Phase 2 that can accommodate initiating tasks at the discretion and prioritization of City project leadership while planning for projects or initiatives that require a more significant budgetary allocation. We propose to include what we refer to as a support block. Support blocks are time and materials (T&M) engagements with a specified budget but without a defined scope of work. Instead, within the support block, we identify functional objectives, which, in this case, would align with activities from the roadmap. Tasking is authorized at the discretion of the City through planning conversations with NV5 to review estimated effort (allocation of support block dollars) and timeframe to complete. The support block can be used for any task to support the advancement of the GIS-based enterprise platforms, whether in technical expertise or additional resources and capacity. Through our support blocks, the NV5 team becomes an extension of City staff working collaboratively and independently to achieve City technical goals. How Do GIS Support Blocks Work? As mentioned, a support block is a T&M contract with no pre-defined or obligated tasking. Task estimates will be provided as reasonable and feasible. Still, the numbers provided are estimates based on the best of our knowledge, experience, and insight at the time and do not represent a guarantee of completion within the specified time. All time related to our activity with the City will be tracked, recorded, and reported in minimum intervals of 15 minutes (0.25 hours). This includes the effort required to discuss, design, consult, estimate, plan, manage, execute, and support various tasks by any NV5 staff member working on the support block, which includes periodic and recurring meetings to review status and identify future tasks. The team is diligent about and deliberate with client budgets to make certain that we deliver value that will support a lasting relationship. We will communicate deviations from estimates as early as possible. NV5 will undertake tasks that have been prioritized and authorized by logging the request and getting our staff aligned and assigned. We understand that response timeframes are essential and will queue tasking as appropriate. In some cases, this means rapid response may be required, but in most cases, we will queue the tasks into our planned work to be addressed as the appropriate resources are available, generally two to four weeks from request. NV5 Geospatial – Professional Geographic Information Systems Services 19 Functional Objectives Although a support block does not have explicit scope, we always aim to identify functional objectives to confirm the collective team has direction and shared vision. The roadmap will be the source of the functional objectives with prioritization from the City. As before, in advance of performing the discovery and developing the roadmap, NV5 cannot know the specific set of objectives or the local and nuanced technical factors that will affect estimated effort, but from the RFP we recognize interest in the following: • Enterprise GIS (Esri) Modernization • Cityworks Enterprise Asset Management Upgrade • Geocortex Deployment Upgrade • Data Automation Persistence & Optimization • Standard Operating Procedure (SOP) Development • QA/QC Plan Development • Training Plan & Material Preparation For purposes of this RFP, NV5 has included a support block in the pricing section that we believe will allow to begin supporting the City with task areas of interest. Additional support will be available at the discretion of the City based on budgetary estimates and priority initiatives through a subsequent project(s). NV5 Geospatial – Professional Geographic Information Systems Services 20 7.0 Proposed Schedule The graphic outlined below is intended to convey a potential timeline for implementation and a high-level outline of the tasks and sequence of events. The final schedule and corresponding agenda would be determined collaboratively. NV5 Geospatial – Professional Geographic Information Systems Services 21 8.0 Present and Projected Workloads NV5 Geospatial operates in three major market sectors: Federal (civil & D&I), State / Local, and Commercial. Full-time equivalent (FTE) staffing requirements through 2024 are based on 93% staff utilization estimates. Staff assignment to a segment is based on FTE-to-revenue requirements and/or forecasting. NV5 Geospatial alone has more than enough resources to meet scheduled timelines throughout this contract with the City. Figure 1. Employee distribution in the various markets in which NV5 Geospatial provides services. State/Regional personnel would support the City’s contract. Flex Staff indicates those staff who can support across multiple markets. Depicted above is a projected workload matrix that compares the production periods from 2024 through 2026, adjusted to account for an approximate 3% growth through those years to showcase our capacity. NV5 Geospatial’s successful work history demonstrates our ability to schedule people and equipment to certify that we maximize critical periods. Also, NV5 Geospatial consistently and routinely handles a large volume of multiple simultaneous tasking on very tight schedules. Our experience, knowledge, and capacity have allowed NV5 Geospatial to support large, multi-year, regional consortium contracts and a myriad of other states, local and federal agencies; universities; Non- Governmental Organizations (NGOs), and the private sector. Our established success as a Prime contractor on these programs demonstrates our commitment to meeting budgetary and schedule demands. 291 308 320 78 83 86 167 182 189 268 326 339 77 81 82 2024 2025 2026 NV5 Geospatial Workload Matrix Federal Civilian Federal D&I State & Regional Commerical Flex Staff NV5 Geospatial – Professional Geographic Information Systems Services 22 9.0 Recent and Current Work for the City of Bozeman NV5 has worked with the City of Bozeman since 2018 to support enterprise GIS, Cityworks, and FME. In that time, the team has supported nine (9) projects for total awarded value of almost $140,000. These projects included FME Support, Report Development, Report Modification, SQL Support, Custom Development, Dashboarding, and much more. The following table summarizes our recent contracts with the City: Table 2. Recent Work for the City of Bozeman Project Title Start Date End Date Funded Value Image Server 04/18/18 10/19/18 $11,500.00 Bozeman Cityworks PLL Remote Training 09/11/20 09/13/21 $4,925.00 Bozeman SPPT BLK 21 12/22/20 06/30/21 $19,280.82 Bozeman SPPT BLK 22 09/14/21 07/01/22 $30,401.39 Bozeman, MT - SPPT BLK 23 (TO1) 02/07/23 02/07/24 $19,999.98 Bozeman, MT - SPPT BLK 23 (TO2) 04/03/23 04/03/24 $14,976.30 Bozeman, MT - SPPT BLK 2023 (TO3) 05/30/23 05/30/24 $7,976.56 Bozeman, MT - SPPT BLK 2023 (TO4) 06/07/23 06/30/24 $4,999.98 Bozeman, MT - SPPT BLK 23-24 (TO5) 08/01/23 08/01/24 $25,000.00 Additionally, NV5 partner and subcontractor VertiGIS also has recent history of work with the City, to include: Installation & Configuration Services – 2023 VertiGIS North America provided the City of Bozeman (the City) with professional services to update to the City's enterprise GIS environment. Work included: • Installing the newest versions of Essentials & Analytics • Migrating Sites & Viewers • Installing VertiGIS Studio products • Rebuilding Workflows and Print templates in VertiGIS Studio • Installing an instance of FME Server • Configuring IIS Reverse Proxy Capital Planning Tool – 2021 As part of their initiative to update their GIS products, the City of Bozeman requested development time from VertiGIS to build a Capital Improvement Project (CIP) Editor tool. The work included business analysis, consulting, and enhancements to the CIP toolset and suite of applications. The main deliverables were: • Development of Print Templates – The City wanted to move the print templates to the latest edition of VertiGIS-based technology in order to take advantage of new capabilities and viewer frameworks/ • Project Reporting – The City uses Smart Sheets to track project status and cost usage and wanted to enhance reporting from the GIS viewer with some of this non-spatial data related to projects. • Public-facing CIP Viewer – The City desired a public-facing capital improvement planning viewer to be used to engage the general public and development community. • Knowledge transfer to City staff. NV5 Geospatial – Professional Geographic Information Systems Services 23 10.0 References NV5 Geospatial has a proven track record of providing quality products and services on time and within budget. Our Team’s commitment to the GIS industry has enabled us to adopt new technologies and offer new services, enhancing our ability to provide the most accurate and versatile tools available. For each project we undertake, we evaluate the required output dataset requirements, sources of data available, and accuracies required; we always recommend the best, most cost-effective approach toward each project. As demonstrated by our desire to exceed expectations, we have offered what we consider the best solution for the City. NV5 Geospatial has successfully completed similar services of comparable scope and size as those required for the City’s Professional GIS Services contract. The following project references provide further evidence of that experience. Additional information regarding NV5 Geospatial’s projects can be found in Section 5.0 Related Experience with Projects Similar to the Scope of Services. These are only a few of the many projects we have undertaken performing similar services requested by the City. Should you request additional project references, we would be happy to provide them. Table 3. Client References No. Project Name Client Contact 1 Cityworks & GIS HealthCheck Evoenergy ActewAGL (Canberra, Australia) Kerryn Patterson +61400606007 kerryn.patterson@actewagl.com.au 2 GIS Envisioning Workshops Metropolitan Airports Commission (Minneapolis, MN) Chris Marquardt (612) 713-8788 chris.marquardt@mspmac.org 3 GIS HealthCheck City of Belmont, California Jason Eggers (650) 598-4206 jeggers@belmont.gov NV5 Geospatial – Professional Geographic Information Systems Services 24 11.0 Price Proposal for both Phase 1 and Phase 2 PHASE/TASK PRICE Phase 1 – Needs Assessment & Roadmap (Fixed Price) • Discovery workshop final agenda • 2-day onsite workshop • Draft roadmap • Final roadmap $ 57,800 Phase 2 – Roadmap Implementation (Time & Materials) • GIS Support block • Refer to hourly rate schedule in the table below $ 20,000 Total $ 77,800 Hourly rate schedule for the proposed time and materials support block: LABOR CATEGORY STAFF SENIOR CONSULTANT Geospatial Project Manager $241.48 $298.53 – Solutions Architect $241.48 $298.53 – Geospatial Developer $223.46 $268.15 – Solutions Engineer $223.46 $268.15 – Geospatial Analyst $150.19 $179.53 – Project Coordinator $124.63 $145.52 – Application Architect $268.15 $298.53 – Enterprise Architect – – $270.38 Management Consultant – – $281.19 Subject Matter Expert – $305.91 $319.04