HomeMy WebLinkAbout24 - Submissions - Professional Geographic Information Systems (GIS) Services (9)PROPOSAL
CITY OF BOZEMAN
Professional Geographic Information
System (GIS) Services
Tandnet
March 14, 2024
DATE
TO
Alex Newby
City Clerk
City of Bozeman
PO Box 1230
Bozeman, MT 57911
FROM
Jason Mancuso
Director, Portland
CONTACT
(503) 208-3693
jmancuso@resourcedata.com
1220 SW Morrison St #210
Portland, OR 97205
Re: Professional Geographic Information Systems (GIS) Services
Dear Alex,
With 35+ years of experience in GIS and an extensive background in needs
assessments for government agencies and GIS technology upgrades,
Resource Data is highly qualified to help the City of Bozeman optimize
your GIS environment.
To ensure we provide the City with the best service possible, we are
partnering with Montana-based GCS, another GIS firm with decades of
experience and a local presence in Montana.
Resource Data and GCS 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. We
also recognize that the eventual contract will contain a provision
prohibiting discrimination as described above and that this prohibition on
discrimination shall apply to the hiring and treatment of our employees
and to all subcontracts. We will also abide by the Equal Pay Act of 1963
and Section 39-3-104, MCA (the Montana Equal Pay Act), and have visited
the State of Equal Pay for Equal Work “best practices” website,
https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best
practices publication and have read the material. Attachment A,
Nondiscrimination and Equal Pay Affirmation, is included at the end of
this proposal.
Together, Resource Data and GCS are committed to the success of this
project and look forward to working with you. Please do not hesitate to
contact me with any questions at (503) 208-3693 or via email at
jmancuso@resourcedata.com.
Sincerely,
Jason Mancuso
Portland Director
Resource Data
ANCHORAGE | BOISE | HOUSTON | JUNEAU | PORTLAND
City of Bozeman | Professional Geographic Information Systems (GIS) Services
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Contents
Executive Summary ................................................................................................................... 1
Firm/Individual Profile ............................................................................................................... 2
Scope of Project ........................................................................................................................ 5
General and Technical Requirements ....................................................................................... 6
Related Experience with Projects Similar to the Scope of Services ...................................... 11
Description of Proposed Approach to the Project .................................................................. 18
Proposed Schedule ................................................................................................................. 25
Present and Projected Workloads .......................................................................................... 27
Recent and Current Work for the City of Bozeman ................................................................ 31
References ............................................................................................................................... 31
Price Proposal for Phase 1 & Phase 2 ...................................................................................... 32
City of Bozeman | Professional Geographic Information Systems (GIS) Services
Page 1
Executive Summary
Resource Data is a nationwide IT company that specializes in GIS, software development, and
strategic consulting. To bring the City of Bozeman the best possible service on this project, we are
working with Montana-based GIS firm GCS. As a subcontractor, GCS will contribute additional GIS
expertise and provide a local presence in Montana. As a team, Resource Data and GCS provide:
• Extensive GIS Expertise: Combined, Resource Data and GCS have over 50 years of
experience in GIS consulting. We are both Esri business partners with an extensive track
record of helping clients use and optimize GIS technologies to support their organizational
goals and increase staff efficiency. Our deep experience in GIS includes guiding and
completing major GIS technology upgrades, including more complex and disconnected
version upgrades.
• Local Presence: GCS is based in Missoula, Montana, and has over a dozen staff in
Montana. If desired by the City, we can provide staff to work onsite and meet with you in
person as part of this project. GCS is also familiar with the state, having served local clients
and provided a variety of GIS services for the State of Montana.
• Highly Relevant GIS Roadmap Experience: Resource Data has partnered with
organizations in the public and private sectors to complete projects just like this one,
including creating GIS strategic roadmaps and implementing recommendations. For more
details, see Related Experience with Projects Similar to the Scope of Services.
• Expert Staff: We have already identified a team of GIS staff with relevant expertise and
upcoming availability to create the GIS roadmap during Phase 1, as well as additional GIS
experts we anticipate can support implementation during Phase 2. See Present and
Projected Workloads for more on our proposed staff.
• Deep Bench: With over 240 IT staff, including over 60 GIS professionals, we offer staff with
a huge range of skills and experience. In addition to our proposed team members, we can
draw upon this deep bench to provide specific technical expertise or ramp up our services
to ensure deadlines are met.
• Government expertise: Government customers are a major portion of Resource Data’s
business, and GCS has a similar history of success in the public sector. Resource Data has
worked with state, local, and federal government clients since the early 1990s and we
understand the unique needs of local government agencies like the City of Bozeman.
• Project Plan: We have thoroughly reviewed the information provided in the RFP and
understand the City’s GIS environment and your modernization needs. We have already
crafted a detailed plan to assess your current state and future requirements, understand
your specific upgrade needs, and modernize your environment.
City of Bozeman | Professional Geographic Information Systems (GIS) Services
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Firm/Individual Profile
The following provides overviews of Resource Data and our subcontractor, Montana-based GCS.
About Resource Data
Resource Data was established in 1986 to provide GIS and
database support for natural resource companies. Our
company has grown over the last three decades from a handful of employees to more than 220. We
continue to plan, design, install, customize, implement, and update dependable enterprise-level
GIS and related systems for all levels of government, utilities, community organizations, and the
private sector.
In addition to GIS strategic planning, Resource Data designs and assembles entirely new GIS
systems from the ground up, meaning the plan we produce for the City of Bozeman will be deeply
informed by concrete technical knowledge. Local government clients that have benefited from our
GIS planning, development, and maintenance efforts include Collin County, TX; Harris County, TX;
Fort Bend County, TX; the City of Abilene, TX; the Municipality of Anchorage, AK; and the City of
Corvallis, OR; the City of Hillsboro, OR; and the City of Forest Grove, OR. We also have extensive
experience serving state government agencies in Oregon, Idaho, Washington, Texas, Alaska,
Minnesota, and beyond.
Resource Data has over 30 years of experience with the
Esri technology stack and has been using ArcGIS since its
inception. We became an Esri business partner in 1992,
and we have received the Esri Partner of the Year award and several Special Achievements in GIS
(SAG). Our GIS specialists routinely use the full suite of Esri products.
GIS services are a core business offering at Resource Data. Our developers are well versed with
GIS product stacks, and we specialize in building and supporting enterprise GIS solutions. With our
robust GIS staff, we offer experience in the technologies covered in the RFP, including ArcGIS Pro,
ArcMap, ArcGIS Online, Portal, Open Data Hub, Hub Premium, Story Maps, Field Maps, Instant
Apps, Survey123, VertiGIS/Geocortex, VertiGIS Studio Web, FME, Python, Crystal Reports,
ActiveReports, and AMS.
Resource Data stands apart from other firms not just in our complete knowledge of the latest GIS
platforms (including VertiGIS Studio Web and its related modules) but also in our ability to put the
technology in context and make sure the resulting application is solid, data is properly managed,
and the GIS is successful.
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In addition to GIS, business analysis is one of Resource Data’s major areas of practice. We
maintain a staff of 20+ dedicated Business Analysts and 40 additional Project Manager/Analysts
with business analysis skills, many of whom also have experience working on GIS projects. These
consultants ensure that our clients’ technical solutions and internal processes support their real-
world needs. We frequently provide analysis of current state and detail the optimal future state for
complete development projects as well as stand-alone needs analysis projects like this one.
Clients including government organizations, major energy companies, electric utilities, water and
wastewater utilities, and environmental consulting firms have benefited from our GIS analysis,
planning, development, and enhancement efforts.
Proposed Team
We have identified a team of staff with relevant expertise to work with the City of Bozeman on
Phases 1 and 2. Our proposed team is depicted below. For more on each team member’s
qualifications and how we manage staff availability, see Present and Projected Workloads below.
Organizational Chart
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About GCS
GCS is a Missoula-based GIS services company that delivers
award-winning GIS solutions. Their team of geospatial IT and
cloud-certified professionals helps organizations unlock and enable GIS technology. With over 200
years of combined technical expertise, GCS converts ideas into reality through customer-driven,
innovative applications. Since 2002, GCS has delivered award-winning solutions for public and
private organizations in diverse disciplines, including natural resources, defense/intelligence,
insurance, and all levels of government. GCS customers gain strategic value through increased
productivity, efficiency, and profitability, optimizing mission-critical business processes.
GCS clients come from a broad spectrum of industry sectors with a common need: streamlined
access to business insights distilled from complex data. Extensive technical expertise and
collaborative client relationships allow GCS to design the powerful, elegant solutions needed to
maximize productivity. GCS systems are crafted at the convergence of cloud, analytics, and
mobility to ensure access to answers everywhere, all the time.
GCS staff have also demonstrated professional expertise by
achieving several Esri certifications. GCS is an Esri Silver Partner.
Furthermore, as an Esri partner in the System Ready Specialty, GCS is recognized for keeping pace
with Esri technology, expertise, and the community by helping users make smart decisions using
web GIS. In 2022, GCS was recognized as an Esri Cornerstone Partner for 20 years of commitment
to Esri and ArcGIS technology. They have also earned the following Esri Partner Network
specialties.
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Scope of Project
The City of Bozeman is seeking a qualified GIS professional services provider to conduct a needs
assessment that will provide strategic direction toward optimizing your GIS environment.
The City owns and maintains a robust GIS System that utilizes Esri, GeoCortex, FME, and Cityworks
technology. The current GIS systems and architecture are mature with complex integrations and
dependencies. The City understands that you need to take a strategic approach to modernization
to ensure maintenance and operational processes are optimized. This will ensure you can provide
necessary services without being version bound and will prevent you from operating on
unsupported technology.
The project will consist of a Needs Assessment and Roadmap Phase and an optional Roadmap
Implementation Phase.
Needs Assessment and Roadmap Phase
During this initial phase, the selected firm will review the current GIS environment, conduct a
needs assessment, and develop a roadmap to optimize GIS throughout your organization. It is
expected that the firm perform a full assessment of the current GIS environment. The results of the
needs assessment will be used to develop a roadmap that includes recommendations and a
detailed project plan. The roadmap will provide a plan to establish a foundation for further
development of GIS resources throughout the organization in accordance with industry standards
and best practices.
The Needs Assessment and Roadmap deliverable will include the following content:
• Curated list of obtainable, prioritized needs.
• Recommended path forward to upgrade Geocortex viewers to VertiGIS Studio Web;
including ancillary components: mxds, services, maps, viewers, workflows, layer
catalogues, and print templates.
• Recommended path forward to upgrade and modernize Cityworks from vs 15.8.3 to vs
2023; including transitioning 12 domains from AMS to Cityworks Respond interface and
conversion of a large collection of Crystal Reports to Active Reports.
• Strategies for keeping FME applications and Python scripts current, updated, and in sync
with Esri and Cityworks applications.
• Strategies for establishing best practices for performance, security, stability, and
accessibility.
• Strategies for training materials for staff, City officials, and citizens
The selected firm will present the roadmap to the city’s GIS & Asset Management Division staff.
City of Bozeman | Professional Geographic Information Systems (GIS) Services
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Roadmap Implementation Phase
This phase will be carried out fully or in part at the City’s discretion. During this phase, the selected
firm will perform all, or part of the work outlined in the roadmap to achieve system optimization.
The primary bodies of work will consist of version upgrades and deployment of the selected
technologies. Ancillary components such as reports, workflows, and security will be addressed to
align with the upgraded platforms, including converting a large library of Crystal Reports to
ActiveReports. Additionally, there are 12 domains that need to be shifted from the current AMS to
Cityworks’ Respond interface.
The Roadmap Implementation deliverable will include the following:
• Assistance with the implementation of the roadmap recommendations.
• Establishing standard operating procedures 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.
• Developing a Quality Control/Quality Assurance Plan for maintaining database systems.
• Developing a training strategy and resources for City staff corresponding to various GIS and
Asset Management applications used throughout the organization.
General and Technical Requirements
We understand that the City of Bozeman leverages GIS technology to provide a variety of
technology services to your staff and customers, largely in the domain of asset management.
Unfortunately, the upgrade and migration from GeoCortex to VertiGIS and Cityworks to version
2023 are not as straightforward as downloading the newest installer package. This is because the
underlying technology framework for each has shifted dramatically.
The good news is that once the initial migrations are completed, the new platforms provide better
change management and application lifecycle tools. VertiGIS Studio products can be upgraded
independently of each other, and upgrades on the backend are fast, averaging 15 to 20 minutes per
module.
City of Bozeman | Professional Geographic Information Systems (GIS) Services
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Table 1: City of Bozeman GIS System Catalog
Based on the information shared with the RFP; we have drafted a high-level summary of your GIS
systems. We have direct experience working within each of these systems and have supported
many clients with complex major version upgrades and platform migrations.
Component Framework Status Specifications
Enterprise GIS ArcGIS Enterprise
Platform
ArcGIS Enterprise (Portal, Server, Data
Store)
Preparing to Upgrade to version 11.X.
• Version 10.9
• On-premises
• Est. 238 users
Enterprise GIS ArcGIS Online
Distributed Collaborations (sharing
content between other AGOL
organizations or Portals)
• Est. 66 users
Enterprise GIS GeoCortex
Preparing to migrate to VertiGIS Studio
Web. Includes complex integrations.
Used for mix of internal and public facing
apps.
• Version 4.14.5
• Est. 515 unique
users per week.
Asset
Management
System
Cityworks Preparing to upgrade to Cityworks vs
2023. Includes complex integrations.
• Version 15.8.3
• Est. 152 users
Desktop ArcMap and ArcGIS
Pro
Primary uses include data management,
analysis, geoprocessing, and
cartography.
User Interface AGOL and Portal
Applications
Primary uses include: Open Data Hub,
Hub Premium, ArcGIS Urban, Story Maps,
Field Maps, Instant Apps, Survey 123 and
other applications. Currently utilizing
Distributed Collaborations.
• Est. 66 AGOL
users
• Est. 238 Portal
users
Reports Crystal Reports Preparing for conversion to Active
Reports.
• Large report
library used by
Cityworks.
Automation Python and FME
Workspace
Mitigate upgrade impacts to keep
updated and in sync. • Use cases TBD
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Technical Considerations
Listed below are examples of the types of technical guidance and requirements that will be
included in the Needs Assessment and Roadmap deliverables for Phase 1. Our experience with
these technical requirements, combined with the findings from our discovery efforts, will support
the creation of an actionable Roadmap.
Upgrade of GeoCortex to VertiGIS Studio Web
We are currently doing the same migration for a client with US and Canadian offices. We have
established an upgrade approach that is reliable and repeatable.
Component Upgrade Approach
Sites to Web Map,
HTML5 Viewer to
VertiGIS Studio
Web Viewer
• Geocortex map service-driven Sites are exported using the “Save to
ArcGIS” tool of the HTML5 Viewer to give a starting point for building
out the map that drives the webmap-driven VertiGIS Studio Web
viewer.
• Select and implement an initial VertiGIS Studio Web template. The
VertiGIS Studio Web Sample Package, found here, has many of the
features of the HTML5 Viewer along with enhancements superior to
Geocortex Essentials.
• The exported web map(s) are cleaned up to improve presentation
value. If necessary, the URLs for the operational layers can be
swapped out to new URLs in cases where new services have been
published. The web map(s) can be added to a Map component of the
template viewer, where it can be configured with any modification to
the existing layout and toolset. This will include adding and
configuring any out-of-the-box or custom tools you might want.
Desktop Maps
• All mxds used by the GeoCortex Viewers must converted to ArcGIS
Pro Projects.
• Best practice is to configure popups on the layers before publishing
the new web map services. This will allow the popup configurations to
carry through to VertiGIS Studio Web.
Data
• ArcGIS Assistant can be used to switch data sources for services in
the maps after publishing to ensure the layers are pointing to the
correct data services and layer items. This is useful if data migration is
required and when moving the sites through tiers of Dev, Staging, and
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Component Upgrade Approach
Production, as defined by your environment change control protocols.
Depending on the volume, this can be automated with scripting.
• The current version of VertiGIS Studio Web does not yet have a
function for handling layer catalogs. VertiGIS is currently refining their
Add Layer tool for one of the next version updates and will likely be
released by Phase 2. Monitor release notes to help plan for migrating
your viewers that a Layer Catalog.
• Tagging items in Portal is key to accommodate searching by custom
tags.
Access Controls
• VertiGIS Studio Web includes the ability to define access to individual
layers on Portal user, group, organization, and public basis. Layer
presets can also be defined to provide different viewers of data
targeted to specific categories of users (Public Works, Parks, etc.).
• If needed, attribute-level access controls can be configured using the
VertiGIS Studio Access Control product.
• Consider limiting domain access within a single viewer if layer preset
configurations for restricting access across domains cannot
accommodate your needs.
• Map layout views can be designed to limit access to certain tools and
editing data.
• Confidential data within viewers can be restricted if needed.
Applications
• Leverage the VertiGIS Studio Web Sample Package which contains
some of the more advanced commonly used configurations.
• Establish a baseline template that can be extended for other web
applications.
Custom tools
• Create an inventory of all GeoCortex reports, print templates, and
workflows.
• Export the workflows to JSON, then import into the new environment.
Testing and retooling activities should be completed to ensure the
expected functionality. Our experience shows that most workflows,
reports, and print templates transition smoothly from Geocortex to
VertiGIS Studio Web.
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Upgrade of Cityworks to Version 2023
Similar to the upgrade to VertiGIS Studio Web, upgrading to Cityworks 2023 is not as
straightforward as running a simple upgrade routine. Cityworks sites cannot be directly upgraded
to version 2023, rather a new Cityworks 2023 site must be installed then pointed to your existing
database.
Component Upgrade Approach
Prerequisites
• Run the latest database manager and data migration tool to ensure the
database has the correct data architecture.
• Ensure that user type with at least Edit privileges is utilized for data
connections to maps with feature access.
Crystal Report
to Active
Reports
• ActiveReports.NET or ActiveReportsJS are most used for this transition.
• Some aspects of Crystal Reports are not supported by Active Reports.
• Consider procuring this conversion utility if batch conversion is
warranted. Any controls, functions, and text formats that are not
supported by ActiveReports.NET will not be imported.
• Each report should be reviewed and tested by users after conversion
because elements may need to be refactored.
AMS to Respond
• The Style Guide 2.0 can be used to customize Respond to the City’s
branding.
• Cityworks provides a wide variety of management applications including
but not limited to: Work Order Management, Asset Management,
Standard and Custom Inspections, Payment Management, and Permits,
Licensing, and Land. Requirements will need to be gathered to identify
which are required for the 12 new domains.
• Single Sign On can be configured for authentication with ArcGIS Online
or Portal for ArcGIS.
Automation
• FME server can be called to generate reports.
• The FME integration tools have been brought into VertiGIS Studio Web. Any type of GeoCortex
tool that calls FME is supported in current releases of VertiGIS Studio Web.
• Python Caller can be used for integration with FME to call Python scripts and can alternately
call through FME server.
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Related Experience with Projects Similar to
the Scope of Services
Resource Data and GCS have deep experience providing GIS services to government and private
clients, including performing analysis to help our clients achieve their modernization goals and
improve their workflows. The following section summarizes some of our work that is most similar to
the City of Bozeman’s scope of services.
Relevant Resource Data Projects
Resource Data has completed GIS strategic planning and implementation projects for numerous
clients throughout the last decade. The following are a few examples.
GIS Modernization Roadmap and Implementation
Oil Search (Alaska), LLC a subsidiary of Santos Limited
Oil Search, an international oil and gas company, had recently begun operations on Alaska’s North
Slope and needed to establish modern GIS systems and processes to support their Alaska-based
operations, including expanding their GIS from a siloed file-based environment to an enterprise
system hosted in the cloud. The company turned to Resource Data to create a roadmap for the GIS
modernization project.
Resource Data provided a team to analyze the company’s current GIS environment and future
needs and develop requirements for the new cloud system. We worked closely with the client to
define the architecture and create a roadmap that could be followed to implement the new system.
Following the plan, we delivered a highly available, redundant Esri Enterprise system hosted in
Amazon Web Services. We implemented and configured Server for ArcGIS, Portal for ArcGIS, Data
Store, Enterprise Geodatabase, Image Server, and Web Adaptors. The enterprise system was
integrated with Windows Active Directory and with Azure IDP and SAML federation to enforce 2-
factor authentication. Alerts were configured using CloudWatch to provide the ability to respond
quickly to utilization impacts on the servers and services.
Other deliverables consisted of documents, slides, and video recordings. Through these media, we
delivered training sessions, technical administration guides, and end user instructions.
After the initial implementation of the enterprise environment, Resource Data worked with Oil
Search to create a Quality Assurance and Quality Control Plan for ongoing support of the system.
Some elements of the plan such as anti-virus and security applications are fully managed by the
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client through coordination with Resource Data. For the past three years, Resource Data has
provided ongoing maintenance for the AWS, ArcGIS Enterprise applications and servers, SQL
Server servers, applications, and workspaces. We install patches, monitor server health, adjust
service pooling, and respond to alerts. We perform routine application and database maintenance
and annual backup restore testing.
When Oil Search was acquired by Santos Limited, we support the acquisition by migrating the Oil
Search environment to the Santos domain. This required a full deployment of ArcGIS Enterprise on
AWS and migration of data, services, maps, and applications from the Oil Search to the Santos
domain.
We are currently in the process of upgrading the Dev environment to the newest minor version,
11.2, which will allow the client to investigate new features and functionality before making a
determination to upgrade Prod to 11.2 or wait for the 11.3 release.
Geocortex Implementation and Upgrade to VertiGIS Studio Web
Major Oil and Gas Company
For the past several years, Resource Data has partnered with an oil and gas exploration and
production company to help them optimize their use of GIS technologies. Our work has included
configuring Geocortex products to meet their specific needs and then upgrading Geocortex
functionality to Vertigis Studio Web.
The company, which operates in the U.S. and Canada, needed to merge its U.S. and Canada
datasets into one North American dataset. As part of this effort, they selected Geocortex products
(now called VertiGIS Studio) for their GIS needs. However, to effectively implement Geocortex, they
needed custom functionality that was beyond the skills of their internal staff. Resource Data joined
their GIS team to configure Geocortex, create their base Geocortex “Sites”, and develop custom
tools using the Geocortex Workflow and Reporting modules. The effort was led by Lee Graham,
who is also proposed for this project. Her work included:
• Using Geocortex Essentials to develop a template for future sites/HTML 5 Viewers.
• Setting up a layer catalog to give users the ability to add controlled and curated data to the
map as needed.
• Using Geocortex Workflow to build custom search tools that allow users to search for
wells, lease agreements, water agreements, surveys, and more.
• Building custom competitor analysis tools to determine where the client needed to acquire,
sell, or trade leases to maximize value.
• Creating a custom attribute table to provide a table view of results versus a list view.
• Building an elevation profile tool leveraging client and Esri Elevation profile services,
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• Integrating Workflow with FME Server to perform data conversion tasks that were not
supported in the HTML5 Viewer (one example is KMZ import).
We established standards and best practices for use of the new products and mentored other
team members learning to use the products. Building off of our successful work, Resource Data
later upgraded and migrated the client’s Geocortex sites, applications, workflows, and reports
from Geocortex Essentials to Vertigis Studio Web. We reviewed and tested the capabilities of the
web viewer, assessed what changes need to make to workflow tools implemented with Geocortex
Workflow to work with the HTML5 Viewer that are being transitioned to Vertigis Studio Workflow
and Web. We also set up the initial evaluation viewer template and web maps to drive the effort.
Now, we are moving forward on the plan for migrating the remaining workflows and developing any
new modules and tools that the client may need.
GIS Strategic Roadmap
City of Forest Grove, Oregon
GIS at the City of Forest Grove had grown organically over the last decade and had reached the
point where multiple departments were using geospatial information with disparate applications,
tools, and datasets. The City needed an overarching vision and strategic plan for implementing
unified GIS technology across all departments. To address the situation, City contracted Resource
Data to conduct a needs assessment for all GIS-related activities in the City and present
implementation options for a successful enterprise GIS environment. Our work for the City
included:
• Examining and documenting current workflows and processes
• Identifying and documenting citywide GIS requirements
• Analyzing existing datasets
• Identifying possible solution options based on traceable findings
• Recommending potential implementation plans
To understand current process, diagram the related workflows, and uncover requirements, a small
team of Resource Data analysts hosted workshops and meetings with subject matter experts and
stakeholders to inventory the City’s existing GIS infrastructure, applications, datasets, databases,
staff, and known projects. The team also reviewed business processes that included a spatial
component, and identified areas where GIS could enhance effectiveness. The results were
compiled into a high-level Business Process and Workflow Report that illustrates the people,
systems, and processes related to GIS at the City.
Following this documentation phase, our analysts extracted requirements for a citywide GIS from
the business process and workflows, gathered additional feedback where necessary, and created
a User Requirements Report.
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Resource Data then analyzed the User Requirements Report, Data Assessment results, and
feedback to compile a set of solution options that met the City’s goals and objectives for GIS. The
analysis included an estimate of capital and operating costs for each solution option.
We then formally presented findings to key stakeholders and decision makers, and provided
recommendations for an optimal selection from the solution alternatives based on how well each
option addressed the City’s GIS goals and objectives, as well as how well they meet identified
requirements.
Other Relevant Resource Data Projects
The following highlights some of the other GIS strategic planning and implementation projects
Resource Data has completed throughout the last decade.
• GIS Strategic Plan and Information Systems Strategic Plan for the State of Alaska: The
Alaska Department of Transportation & Public Facilities (DOT&PF) Central Region
contracted with Resource Data to prepare a Strategic Plan to identify how DOT&PF could
improve its data management processes to more fully utilize GIS to ensure effective
integration, sharing, and display of information. Following the success of the GIS strategic
planning effort, DOT&PF later contracted Resource Data to develop an agency-wide
Information Systems Strategic Plan. We followed a similar process to create a roadmap for
the agency to address technical debt, upgrade infrastructure, and plan and prioritize
strategic IT projects. The agency has already begun to implement our recommendations.
• GIS Planning for the City of Hillsboro, Oregon: A Resource Data team developed a
detailed project plan for the development of a system to support GIS for Emergency
Planning, Response, and Recovery at the City of Hillsboro. We worked with the Geospatial
Infrastructure Group (GIG), composed of GIS and emergency management professionals
from multiple cities, counties, and agencies within Oregon to develop the plan and a
roadmap for the project.
• GIS Needs Assessment and GIS Application Development for Harris County, Texas:
Resource Data has helped the Public Health Department of Harris County, Texas, more
effectively use GIS in its daily operations. We evaluated the department’s existing GIS
systems, developed and executed a strategic plan for upgrading the system, and deployed
new GIS applications to increase efficiency at the department. We recommended
strategies including integrating various tabular data sources with GIS to increase staff
productivity, sharing data via maps and reports within the department and to the public,
and expanding the use of the ArcGIS platform across the department.
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• GIS Analysis and Modernization for City of Newberg, Oregon: Resource Data provided
GIS analysis and technical support to the City of Newberg, Oregon. Our support has
included troubleshooting the City’s ArcGIS Enterprise system and providing guidance on
how to evaluate data quality within an ArcSDE geodatabase. We created a plan to set up
ArcGIS Portal and a plan to migrate content from ArcGIS Online to ArcGIS Portal
• GIS Assessment and Solution Development for Environmental Consulting Firm:
Resource Data was hired by GreenWood Resources to help their GIS and IT teams assess
the current state of their enterprise GIS environment and to identify opportunities for
improvement. Our team first inventoried their existing software, configuration, data, and
services. We then focused on opportunities for performance tuning and best practices to
monitor the system moving forward. We also a developed a new application to meet one of
the needs identified, creating a GIS mobile solution to collect and manage forest inventory
data in the field. We gathered requirements, determined the technical approach and
architecture, and successfully implemented the mobile app.
• GIS Needs Assessment and Strategic Vision for Major Utility: Municipal Light and Power,
a large electric utility located in Anchorage, Alaska, wanted to expand the use of GIS and
engaged Resource Data to evaluate its GIS needs and develop a five-year strategic vision.
Based on the stakeholder requirements that were gathered, experience from previous work,
and industry trends, we developed a 10-year strategic vision for the utility. We also made
concrete and actionable recommendations related to infrastructure, staff, and training.
• GIS Needs Assessment and Strategic Plan for Alaska Railroad: Resource Data
completed a GIS needs analysis and plan for the Alaska Railroad. Based on the outcome of
this analysis and on other needs within ARRC, Resource Data was contracted to design and
build the ARRC corporate GIS database, covering the extent of ARRC’s assets. This effort
entailed assembling, processing, formatting, and loading basemap data layers as well as
numerous other physical, environmental, and cultural layers from federal sources and four
different Boroughs.
• GIS Strategic Roadmap and Implementation for Natural Gas Utility: Enstar recognized
that they were not fully leveraging their IT systems, and specifically their GIS, and asked
Resource Data to analyze their needs and develop a roadmap for their future. We
performed a strategic analysis that helped Enstar define and rank geospatial needs and
planned projects. The final result was a GIS strategic plan containing well-documented
business needs, thorough system needs, available options, and a clearly defined approach
to moving forward with geospatial data and services.
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Relevant GCS Projects
GCS has partnered with clients in the public and private sector to analyze and modernize their GIS
systems, developing solutions that use modern GIS technologies and support efficient data access
and workflows. The following are just a few examples.
GIS Cloud Migration
Northwest Natural Water
NorthWest Natural Water (NWNW), through their subsidiary Sunriver Utilities, sought GCS’
assistance with a “lift and shift” ArcGIS cloud migration to Microsoft Azure. At the time of initial
contact, Sunriver Utilities had one on-premise GIS server that hosted all their ArcGIS Enterprise
components, one GIS staff member in charge of all GIS production, publishing, and database
management, and fourteen field staff members interacting with and making edits to data every day.
NWNW’s goal was to expand their Enterprise GIS to include all companies under the NorthWest
Natural Water umbrella, with the result being each company having its own Enterprise database.
NorthWest Natural Water selected GCS to assist with the migration of its on-premise ArcGIS
Enterprise system to an Azure cloud environment in 2021. When migration was complete, each
company under the NWNW umbrella had its own Enterprise database, supplying them with GIS
data used to drive daily operations, planning, and decision making. Each company had its
Enterprise Site as well as tailored applications for essential tasks such as valve exercising, hydrant
inspections, backflow testing, sewer flushing, etc.
Legacy GIS Modernization
Montana Department of Natural Resources and Conservation
The Montana Department of Natural Resources and Conservation (DNRC) was searching for a new
timber cruising platform that would replace a legacy system that was no longer supported by their
IT department. The Esri ArcGIS Online/Collector platform seemed to be a great fit, but they needed
a contractor to customize this off-the-shelf software to enable them to design cruises and allocate
plots via a web interface, collect tree data in Collector, and compile/report the results.
The DNRC partnered with GCS, and together we developed a project called NextGen Cruiser.
NextGen Cruiser entailed creating several hosted geoprocessing tools which included complex
formulas and code. GCS kept in frequent contact with the DNRC to test builds of the application;
and in its completed form, even their most tech-shy and skeptical foresters easily adapted to the
new platform. It quickly became their most reliable GIS/Web app. The DNRC used the platform on
hundreds of timber cruise projects without any issues.
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GIS Solution Development
Montana Department of Natural Resources and Conservation
The Montana Department of Natural Resources and Conservation (DNRC) required a solution that
would provide detailed stream flow data and information to the publicly accessible website
developed by the Montana Bureau of Mines and Geology. The application is needed to enable the
collection, analysis, and presentation of accurate, high-quality, real-time streamflow data in
Montana’s rivers, streams, and other critical surface water locations. The application’s ultimate
goal includes supporting local and regional water resource management, distribution, and
allocation. Additionally, it had to accommodate the installation and maintenance of up to 100
permanent real-time stream gages by 2025.
DNRC selected GCS to develop StAGE in 2020. When the development was complete, it enabled
water users and managers to make distribution decisions based on real-time information. It
expanded the capabilities for both short and long-term water resource planning, such as:
developing basin water budgets, evaluating local and regional water supplies, and evaluating
opportunities for increased water storage. Further, StAGE has provided support to the efforts of
Montana citizens in the development/implementation of local drought management plans, while
promoting public awareness of Montana’s water resources.
Automated GIS Application Development
Colorado State Land Board
The Colorado State Land Board (CSLB) manages millions of acres of state lands. To track sales,
leases, and revenue, CSLB used several separate systems, including NetSuite. CSLB engaged GCS
to centralize this data into a single viewer with the end goals of improving management efficiency
and relieving the burden from CSLB staff bogged down by labor-intensive information requests.
GCS compiled CSLB’s disparate data to build a unique web-based GIS application by integrating
CSLB’s NetSuite infrastructure with ArcGIS. The user-friendly web app allowed the public to
identify specific locations on State Land Board maps. Simultaneously, CSLB staff could log in to
see restricted data and run reports. Automations allowed fast, accurate updates without extensive
employee training. Consolidating the data from multiple sources optimized CSLB’s workflow. By
simplifying the process of locating available lands to lease from the state, the web app reduced
assistance requests, saving the CSLB staff time and money. The GCS solution reduced CSLB
administrative costs and delivered a seamless, high-value end product for taxpayers.
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Description of Proposed Approach to the
Project
Resource Data has experience with a variety of project methodologies. Generally, the most popular
methods fall into two camps: traditional “waterfall” approaches and modern “agile”
methodologies.
• Waterfall: Sequential software design in which progress flows through traditional
phases of analysis, design, development, testing, and deployment.
• Agile: An iterative, incremental approach in which requirements and solutions evolve
through collaboration, adaptive planning, and flexible response to change.
Over the years, we have found that a hybrid approach—borrowing from the strengths of both agile
and waterfall methodologies—achieves the best results, providing methodical structure early in
the project where it’s needed, and agility during development where it’s most efficient. Based on
our understanding of this project’s objectives and scope, we propose a traditional waterfall
approach for Phase 1 - Needs Assessment and Roadmap. Once the Roadmap is complete, we will
transition to a modern agile process to implement the Roadmap bodies of work that you choose.
Phase 1 - Needs Assessment and Roadmap
The following outlines our plan to complete Phase 1.
Task 1 - Project Initiation and Planning
The key to any successful project is making sure that everyone understands the project goals and
priorities. The project initiation and planning task will consist of project team introductions, kickoff
meetings, detailed project scoping, and as-needed activities related to system access.
Project Kickoff
We like to start every project by sitting down with project sponsors to define the effort. We find that
by clearly identifying the problem, cataloging success factors, and recording risks together, we can
keep the outcomes aligned with your expectations and improve client satisfaction. During the
kickoff meeting, our project manager will facilitate a discussion of the following items:
• Overview of the project scope and timeline
• Desired outcomes and goals of the project
• Roles and responsibilities of team members
• Process for assigning tasks, obtaining updates, and reporting progress
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• Process for communicating issues and risks
• Process for storing, editing, and approving documents
• Process for change management
Projects like these are most successful when our clients also have established a GIS Advisory
Board or Technical Committee to champion the effort. These groups provide a consistent message
of support for the initiative at the highest levels, and participants are empowered to make
decisions related to changes in scope, schedule, and budget, and may act with authority to
mitigate risks. Their collaboration and unified support will reduce user adoption issues and fears by
staff that their business processes will change. These committees also provide additional value by
tapping into internal knowledge to help make informed architectural and security decisions. They
will communicate with leadership to ensure that internal staff can prioritize time required for
requirements gathering, user testing, and training. If the City has not established this framework,
we will dedicate time at our first discovery session to create a charter that consists of the vision,
goals, and objectives of the project.
System Access
We will work with the City to ensure our team can access the appropriate systems including
account setup with proper roles. Should the City have policies restricting access at this stage, we
will rely on the City’s GIS and IT staff to support our needs for systems analysis related to
discovery.
Task 2 – Discovery and Needs Assessment
Activities during the Discovery task will help our team define and prioritize the scope of work for
optimizing your GIS environment. During this task, we will collect information necessary to inform
the needs assessment and resulting roadmap.
General GIS Assessment Topics
This task will focus on gathering insight on general optimization topics. Specifically, the City of
Bozeman would like the assessment to cover at least these topics:
• Training Resources
• Quality assurance and quality control (QA/QC)
• Performance
• Security
• Stability
• Accessibility
• Automation (FME and Python Scripts)
• Standard Operating Procedures for Publishing Map Services
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• Adding Dev and Staging Tiers to ArcGIS Enterprise
We recommend first meeting with relevant business leaders and decision makers to identify your
strategic goals for an optimized GIS environment. We will document pain points and desired areas
for improvement related to the topics listed above.
Next, our Lead Business Analyst, Letty Nutt, will dive into the details by meeting with the staff who
administer and maintain your GIS environment. She will gather information about current practices
and perceived system performance.
Deep Dive into GeoCortex to VertiGIS Studio Web
During this task, Letty will collect the information necessary to plan your upgrade to VertiGIS Studio
Web. It is our understanding that Geocortex applications cannot be seamlessly upgraded in-place
to VertiGIS Studio Web; so, a formal upgrade strategy will be required. Letty will work with your
team to identify the GeoCortex sites, viewers, and applications that must be migrated and the
ancillary components that will need to be replaced or refactored during the upgrade. This will result
in an inventory of data layers, functionality, ArcGIS map documents (.mxd) and/or Pro projects
(.aprx), maps, reports, templates, layer catalogs, and workflows used by the applications. She will
capture the order of priority in upgrading each site and which are public facing or for internal use
only. If desired by the City, we can also gather suggestions on ways to improve the existing
applications by adding or improving functionality.
Deep Dive into Cityworks vs 15.8.3 to vs 2023
During this task, Letty will collect the information necessary to plan your upgrade to Cityworks
2023. It is our understanding that Cityworks sites cannot be directly upgraded to version 2023 in
place and a formal upgrade strategy will be required. Letty will work with your team to identify the
Cityworks sites that will be upgraded. She will also inventory the ancillary components that will
need to be replaced or refactored.
In addition to upgrading the existing Cityworks environment, we understand that you would like to
migrate 12 domains from AMS to the Cityworks Respond interface. Cityworks 2023 provides a
variety of application templates that can be configured for use by your business teams. Examples
include work management, permitting, inspection, and facility management. While some aspects
of these implementations may be templated from the upgrade of existing sites, details about the
data layers, filters, queries, symbology, use cases, and functionality will likely differ by domain.
Letty will identify the 12 domains and gather business and technical requirements to provide a
blueprint to guide those implementations.
Systems Analysis
We will complete systems analysis in concert with requirements gathering to verify and validate the
information collected in client interviews with the actual technology currently deployed. Our
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technical experts will access the environments and verify that all technology assets impacted by
the upgrades are accounted for.
Our systems analysis will also verify that all prerequisites can be met to ensure a smooth transition
to the new technologies. Prerequisites are often not negotiable, as they are provided by vendors to
specify requirements for operating systems, hardware (CPU, memory, GPU, network), and
virtualization. Often third-party libraries, software, or extensions are required for their technology
to function as designed.
With access to the City’s systems, our technical staff will execute systems analysis activities.
However, if the City prefers not to provide direct access to staff during this phase, our technical
staff can support your staff as needed to perform the verification activities.
Task 3 – Needs Assessment
Our approach to the Needs Assessment begins with an internal workshop or “summit” where our
team will synthesize our findings from the Discovery phase. The information will be sorted, themes
identified, priorities assigned, and items organized into a logical flow. By the end of the summit, our
team of experts will have established most of the content and structure for the Needs Assessment
document.
The Needs Assessment document will summarize our findings and provide actionable
recommendations organized under high-level categories. As an example, one category of the
Needs Assessment may be “Upgrade Geocortex to VertiGIS Studio Web.” Under this category, we
will summarize the impacted technology assets (for example, all mxds), gaps identified that could
impact implementation (for example, VertiGIS Studio requires conversion of mxds to ArcGIS Pro
Projects), and recommendations for how to resolve (for example, conversion of mxds to projects
using a bulk or scripted conversion).
Task 4 – Roadmap
The Roadmap deliverable will serve as a blueprint for executing a series of projects to help the City
achieve your goals of an optimized GIS environment. The Roadmap will contain sections for bodies
of work identified in the Needs Assessment and will group the paths forward three ways:
1. Work Plans: Several of the Roadmap topics will be robust work plans for initiatives, such as
technology upgrades, and will include a task list for execution, estimated level of effort in
hours, and technical skill requirements.
2. Strategies: Other topics will be framed as strategies, such as GIS training, with goals and
actionable objectives to achieve each goal.
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3. Best Practices: Some topics will be presented as best practices, like standard practices
for publishing map services, and will provide guidance for how to perform recurring
activities.
The Roadmap will include a schedule and timeline with milestones, which will be prepared using a
combination of Microsoft Office products. We will evaluate the bodies of work, priorities,
dependencies, and prerequisites to identify the best order of execution. Some bodies of work can
likely be done in parallel, while others will be dependent on the completion of prerequisites or
other bodies of work.
Resource Data will present the draft Roadmap to the City’s GIS & Asset Management Division staff
for a review and feedback cycle. We typically like to provide the draft 5 business days ahead of the
review meeting. The City will then have 5 business days after the day of the review meeting to
provide feedback and revisions. Resource Data will update the document with feedback and
provide a final draft within 10 business days of the draft review meeting.
During the Roadmap task, we will revisit the cost estimates for Phase 2 activities that were
provided in this proposal. The results of the Needs Assessment and Roadmap will provide the
ability to create more precise estimates for the implementation work.
Phase 2 – Roadmap Implementation
During Phase 2, we will implement some or all of the Roadmap recommendations. Depending on
the City’s preference, Resource Data and GCS can provide qualified staff to do all of the work, or
we can work with the City’s staff in a supportive role. The Needs Assessment and Roadmap will be
created in a way that will allow you to carve off projects and complete them on your own or with
external support, should skills and availability among your staff be limited.
Management Approach for Implementation
We envision using an Agile approach for Phase 2 to complete work recommended in the Roadmap.
With the Roadmap completed, the resulting estimates for each actionable body of work will be
organized into a series of stories and backlog items. Some of these will be technology
implementation projects, such as technology upgrades, while others will be more strategic efforts,
such as establishing a strategy for training and documentation of administrative and maintenance
tasks in the QA/QC plan.
Project Management
We ensure sound project management by providing a designated project manager on every project
to serve as a single point of contact and coordinate all work and people. This practice ensures that
even when the project team is busy with technical work, someone is always monitoring the project
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tasks, schedule, and budget, and giving you regular status updates. For this effort, our Project
Manager will oversee tasks assigned both to the City’s staff and Resource Data and GCS staff. Our
Project Manager will hold regular stand-up meetings, sprint planning, and status meetings to keep
multiple efforts progressing in parallel.
Scope of Implementation
At a minimum, we anticipate the implementation will consist of the following primary bodies of
work, with additional work to be determined during the Needs Assessment.
• Upgrading Cityworks to version 2023 and migrating 12 domains from AMS to the Respond
user interface, including conversion of Crystal Reports to Active Reports.
• Migrating from Geocortex to VertiGIS Studio Web, including conversion of mxds to ArcGIS
Pro Projects and republishing layer and map services as needed.
• Documenting best practices and standard operating procedures for publishing and
maintaining map and layer services, accounting for simple to complex scenarios such as
schema changes.
• Creation and delivery of a Training Strategy for a variety of user types to provide training on
applications, tips and tricks, administrative activities, and user guidance.
• Creation of a Quality Assurance and Quality Control Plan to guide system and database
maintenance and administrative activities.
• Developing strategies and best practices for managing user access, licenses, roles, MFA,
and other access control and security practices across the wide range of disparate but
integrated systems.
Testing
As an ongoing and iterative effort throughout the project, we will systematically test the work being
completed. We typically enforce this by structuring a series of sub-tasks to go along with all the
tasks in the task backlog, primarily completing the following types of tests and reviews:
• Peer Review: The peer review process ensures that a second set of eyes on the work being
completed identifies any defects, errors, or deviation from standards. For this sub-task, if
possible, we will encourage City staff to be part of the process to gain familiarity with the
work being done.
• Release: With approval of the peer review, the feature will be deployed to the next tier
(often called Staging or Test) following the City’s application development standards.
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• Integration Testing: This testing ensures that all the components, especially those that
require dependencies across disparate applications, are working to achieve the functional
requirements.
• User Testing: Features that include a user interface will undergo user testing to validate
they function as expected and address the requirement as outlined in the task.
Each testing sequence will be followed by a round of revisions to resolve identified issues or bugs.
Testing results will be reviewed, and if a test fails, it will be classified as a bug, enhancement, or
future development. We will work to resolve all issues that are in scope and approved by the City’s
project sponsor. Should users request enhancements outside of the approved scope of work, we
will work with the City’s project sponsor to determine if a change request should be made.
Documentation
Documentation will occur throughout the implementation phase. Documentation will be created
using Microsoft Office products and may include diagrams, inventory spreadsheets, and
documents for the as-built state, administration, maintenance, standards, and training. We plan to
create the following types of documentation:
• Detailed Design Specification will provide functional requirements, configuration
settings, and other technical considerations about the specific tasks being completed. This
specification is used to validate the requirements and simplify the creation of
comprehensive system documentation later in the project.
• Administrative Guides will provide details about how to maintain the system over time and
perform administrative functions such as managing permissions, modifying lookup lists,
managing schema changes, and other ongoing activities required to keep the system
healthy and stable.
• Training Materials will provide instructions for how users interact with the system,
including desktop guides, training slides, training recordings, tool tips, FAQs, and other
formats desired by the City.
• Comprehensive System Documentation will provide a technical guide of all components
of the system. It will include information about the infrastructure, application interfaces,
data sources, integrations, data services, and other ancillary components.
• Best Practices and Standards will be documented and stored in a location accessible to
users and administrators. These documents live on after the project to support onboarding,
succession planning, and often ensure security policy and regulatory compliance.
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Training
We envision working with the City to create a formal training strategy that can be used for Phase 2
as well as future GIS projects. The training strategy will focus on the following types of training:
• System-Embedded Training consists of configuration of tool tips, FAQs, and on-page
guidance, which are often configured directly within the system to provide quick guidance
for users.
• User Training consists of prepared materials, demonstrations, and guided instruction. For
user training, we suggest all users take the initial training prior to Go-Live and subsequent
staff training can be done as needed.
• Administrative Training provides instruction for staff responsible for keeping the system
healthy and stable. It will focus on activities required to enhance the system as the
business rules and processes change. It may also cover technical administrative duties
such as system patches or creation of new custom print templates.
We assume that third-party vendors will provide some amount of training documentation with their
products, and we will leverage what they provide as often as possible by linking to their curated
materials or storing copies in a location accessible to all users.
Proposed Schedule
We anticipate that Phase 1 will begin near the end of April 2024 and proceed for approximately 3
months. As previously described, we recommend waterfall approach for Phase 1 because each of
the tasks will build off of the previous task.
Phase 1 – Needs Assessment and Roadmap Timeline
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Phase 2 - Approximate Roadmap Implementation Timeline
The following Phase 2 timeline includes the projects we envision will be in the Roadmap, including
the concrete bodies of work outlined in the scope of work. The actual Roadmap may include
additional bodies of work that are identified during the Needs Assessment. We anticipate taking a
more Agile approach for Phase 2, with the work being broken out into sprints.
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Present and Projected Workloads
Combined, Resource Data and GCS have over 240 IT staff, including over 60 staff with GIS expertise
and dozens of additional business analysts and project managers. We have identified a small team
of staff with relevant expertise to work with the City of Bozeman on this effort. The team members
identified below are highly qualified for this project have the upcoming availability needed to take
part in the effort. In fact, we have already allocated their time to this project in our internal
management systems.
Staff Availability and Workload Management
As a company, we are mindful to not overbook or overcommit our staff. We manage staff
assignments and availability to ensure we can always properly staff our projects, including keeping
some staff available or “on the bench” for upcoming work. Should any of our proposed team
members be no longer available due to unforeseen circumstances, we will leverage our deep
bench to backfill our team. And should additional needs arise that weren’t explicitly stated in the
scope of work, we have the ability to bring on additional team members with specific expertise.
Over the last 30 years, we have also developed internal management tools to ensure that every
effort is properly staffed. Resource Data leadership and project managers use Skills Matrix to
identify staff with specific technical skills and experience and match them to projects. We also use
WorkloadManager, a custom, web-based tool for managing project team assignments and
scheduling down to the hour. Every two weeks, our corporate group and project managers meet to
review every staff assignment, ensure that all projects and clients are properly staffed, and
dynamically adjust staffing as needed.
Phase 1 Team Members
We have identified the following staff to complete Phase 1 based on their relevant experience and
availability, assuming the project starts in April 2024.
Team Member Experience Summary
Pam Manion, PMP
Sr. Project Manager/
Sr. Analyst, Resource
Data
Pam is an expert project manager with wide-ranging experience
planning and leading IT and GIS projects for state and local
government agencies. With 25 years of experience in IT, she has a
broad range of project management, business analysis, process
management, and organizational change management skills. Her
recent experience includes managing three concurrent GIS projects
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for the Oregon Geospatial Enterprise Office and developing of a
detailed project plan for to implement a new GIS system at the City of
Hillsboro, Oregon. She excels at providing information to business
and IT executives for educated decision-making, recommending
solutions to maximize progress, and developing strategic solutions.
John Waterman, PMP,
PMI-ACP, GISP
Sr. Project Manager/
Sr. Analyst, GCS
John is GCS’s Chief Technology Officer and has over 20 years of
experience in GIS project management and consulting. He has
worked for Esri’s Implementation Services, where he provided
consulting and technical services to clients working with desktop and
server technologies. In addition, he served as an ArcSDE database
administrator and ArcObjects programmer for an Enhanced 911
software company. Most recently at GCS, John completed a project
for the International Atomic Energy Agency (a division of the United
Nations), where GCS, within a highly restricted environment,
implemented a custom geospatial SOA solution with integrated COTS
GIS and imagery exploitation software, custom security software, and
multiple data repositories/services to create one enterprise solution
for over 400 users. In addition to Project Management Professional
(PMP) and GIS Professional (GISP) certifications, John has a master’s
degree in GIS from the University of Montana. He also holds Esri
certifications in enterprise system design, enterprise administration,
ArcGIS Online administration, geodata management, Python and JS
APIs, and web development.
Lee Graham, PhD
Technical Lead,
Resource Data
Lee has more than 30 years of experience in GIS and provides expert
GIS consulting to state and local government agencies. She has a
wide range of GIS expertise and extensive experience standing up
modern enterprise GIS solutions for a variety of clients in the public
and private sectors. In recent years, she has largely focused on
enterprise GIS architecture and support, along with web-based and
mobile GIS development using both Esri, Geocortex/VertiGIS Studio,
and a variety of open-source GIS web service products. Most
recently, she has provided consulting to a major oil company and
independently upgraded their Geocortex system to VertiGIS Studio
Web. Lee is highly proficient in Esri products and related GIS tools
including ArcGIS Pro, ArcMap, ArcGIS Online, Portal, Story Maps,
FME, and Python, and she has expert-level skills in Geocortex
Essentials and VertiGIS Studio Web. She uses Field Maps and is
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familiar with Open Data Hub, Hub Premium, Cityworks, AMS,
Respond, Crystal Reports, and ActiveReports.
Letty Nutt
Lead Business Analyst,
Resource Data
Letty has over 15 years of experience in IT business analysis and is
highly skilled in needs assessment, strategic planning, and
requirements documentation. With 20 years of experience in IT, she is
familiar with a wide range of technologies, including GIS and data
management systems. For over a decade, she has been providing
government organizations and private companies with adept analysis
of their systems and business processes, along with
recommendations to meet their needs and plan for the future.
Erin Novakovich
GIS Lead, Resource
Data
Erin is an expert GIS analyst with 12 years of experience. She has a
strong background in government GIS, having worked for the Alaska
Department of Natural Resources as a GIS analyst for more than 10
years. She is adept at using a variety of GIS tools and applications,
including expertise in the Esri software suite. She manages
specialized GIS projects and has a successful track record creating
impactful GIS solutions. Her recent work includes serving as an
environmental GIS analyst to support permitting for a hydroelectric
facility. She actively contributes to the Alaska Geospatial Council and
is a member of the Alaska Arc User Group. She has experience with a
variety of Esri technologies, including ArcGIS Online, ArcGIS
Notebooks, ArcGIS Pro, ArcGIS Server, and Portal for ArcGIS.
Additional Phase 2 Team Members
We anticipate our Phase 1 team members will be involved in implementing the Roadmap
recommendations during Phase 2. We will also add the following GIS specialists to our team in
Phase 2 to ensure we can efficiently complete all implementation activities.
Team Member Experience Summary
Erin King
GIS Lead, Resource
Data
Erin is a talented GIS and full-stack software developer who has been
working with GIS for 15 years in the government, environmental,
cultural, and energy industries. Her wide-ranging expertise includes
GIS application development, web development, data management,
and data analytics. She also has strong experience in leading GIS
teams, script development for automating processes, database
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management, data processing, web map service publishing, and
predictive modeling. With a master’s degree in GIS, she has played a
key role on projects for clients including state and local government
agencies and utilities. She has successfully used a variety of Esri and
web technologies and easily picks up new tools and languages.
Eric Menze
Technical Lead,
Resource Data
Eric is a skilled GIS and software developer with 15 years of experience
in IT. He is a strong technical leader with experience managing teams,
designing solutions, and spearheading business process
improvements to increase operational efficiency. He has led and
participated in GIS and other IT projects for many state and local
government agencies. He is detail-oriented and highly analytical,
which aligns with his mathematics background. Eric is highly
experienced at identifying and fixing bugs, as well as providing support
and thorough documentation to transition in other developers, and he
has strong communication skills. He has six years of experience using
Esri technologies and strong experience with ArcMap, Python, and
Crystal Reports.
Ilana Schnaufer
GIS Programmer/
Analyst, Resource
Data
Ilana is an experienced GIS analyst whose skills include spatial data
analysis, data management and maintenance, dashboard design,
cartographic design, and map generation. She has experience working
for clients in a range of industries and has supported a State of Alaska
agency on a major transportation project. Additionally, her background
includes a variety of projects with environmental, hydrologic,
geographic, regulatory, and sociocultural data. She has strong
experience with ArcGIS Pro, ArcFM, ArcGIS Desktop, ArcGIS Online,
SDE, and geodatabases, as well as experience with ArcGIS Pro, Story
Maps, and Crystal Reports.
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Recent and Current Work for the City of
Bozeman
Government customers are a major portion of Resource Data’s business, accounting for about half
of our work, and GCS has a similar history of success in the public sector. Resource Data has
worked with state, local, and federal government clients since the early 1990s and we understand
the nuances of performing government work, including responding to task order requests,
complying with standards for government systems, and completing necessary procedures and
documentation. GCS has a longtime presence in the state of Montana, and we look forward to
partnering to serve the City of Bozeman.
References
The following references can attest to Resource Data and GCS’s skill in analyzing GIS needs,
designing GIS solutions, and implementing enterprise GIS systems.
Resource Data and GCS References
Reference Client
Julia Balakirova
GIS Analyst
(907) 375-4615
Julia.Balakirova@oilsearch.com
Oil Search (Alaska), LLC
Reference for Resource Data
Project: GIS Modernization Roadmap and
Implementation
Vince Yelmene
Department Technology Officer
(907) 334-5911
vince.yelmene@alaska.gov
Alaska Department of Transportation & Public
Facilities
Reference for Resource Data
Project: Information Systems Strategic Plan
Matthew Norberg
Stream Gage Program Manager
(406) 444-604
mnorberg@mt.gov
Montana Department of Natural Resources and
Conservation
Reference for GCS
Project: GIS Solution Development
City of Bozeman | Professional Geographic Information Systems (GIS) Services
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Price Proposal for Phase 1 & Phase 2
The tables below show our estimated costs for each phase of this project. Work will proceed on a
time-and-materials basis up to the total authorized budget listed below. We will bill monthly for
actual hours worked at the hourly rates of the team members performing the work. If we anticipate
any overruns, we will contact you promptly so you can decide to stop work, add to the budget, or
adjust the remaining scope to reach a good stopping point.
Estimated Cost for Phase 1
Estimated Cost
Task Hours Cost
Planning and Project Initiation 23 $ 3,525
Discovery 155 $ 24,645
Needs Assessment 76 $12,000
Roadmap 166 $25,725
Project Management 62 $10,230
Total 482 $76,125
Estimated Cost for Phase 2
The following estimate is based on what we currently know from the RFP about Phase 2 and the
assumptions stated below. This estimate will be revisited at the end of Phase 1, once the
Roadmap is created and we more fully understand the City’s needs and requirements. We will work
with the City to determine a final budget for Phase 2, depending on your needs, priorities, and other
dependences.
Estimated Cost
Task Hours Cost
GeoCortex to VertiGIS Studio Web Migration 369 $49,815
Cityworks Upgrade 172 $25,800
City of Bozeman | Professional Geographic Information Systems (GIS) Services
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Build Respond UI for 12 Domains 441 $66,150
Testing 378 $56,700
Deployment 63 $9,450
Training Strategy 104 $17,160
QA/QC Plan 86 $13,605
Access Control and Security Best Practices 86 $13,605
Project Management 257 $42,405
Total 1,956 $294,690
Table 1: Hourly Rates
Project costs are estimated based on the following rates:
Title Rate
Sr. Project Manager/Sr. Analyst $165
Project Manager/Sr. Analyst $140
Project Manager/Analyst $120
Lead Business Analyst $165
Sr. Business Analyst $125
Business Analyst $95
GIS Lead $135
Sr. GIS Programmer/Analyst $115
GIS Programmer/Analyst $90
Technical Lead $150
City of Bozeman | Professional Geographic Information Systems (GIS) Services
Page 34
Assumptions
Our project approach and estimated costs are based on the following assumptions.
Phase 1 Assumptions
• The City’s project sponsors will participate in the project kickoff meeting, which will be
scheduled at a time agreeable by all parties.
• The City will provide accounts with permissions to review the GIS systems to validate
information collected during discovery and verify pre-requisites can be met. Should
policies prevent us from obtaining access, the City will provide staff that can complete the
necessary activities.
• Our team will coordinate, host, and participate in two 1-hour discovery sessions with the
City’s IT and GIS leaders and decision-makers.
• Our team will coordinate, host, and participate in six 1-hour discovery sessions with the
City’s GIS and Asset Management power users.
• Project kickoff and discovery meetings will be scheduled to meet the agreed-upon project
schedule. Any delays in scheduling these meetings due to availability limitations of the
City’s staff may result in schedule delays.
• Our business analyst will coordinate additional discovery sessions as needed to document
requirements for the migration of GeoCortex to VertiGIS Studio.
• Our business analyst will coordinate additional discovery sessions as needed to document
requirements for the migration of Cityworks to version 2023.
• We will provide the draft Roadmap deliverable 5 business days ahead of a review meeting
with the City’s GIS and Asset Management staff. The City will have 5 business days after the
day of the review meeting to provide feedback and revisions. Resource Data will update the
document with feedback and provide a final draft within 10 business days of the draft
review meeting.
Phase 2 Assumptions
• The cost proposal for Phase 2 will be revisited and refined at the end of Phase 1 to account
for information not currently known that will be collected during Discovery.
• The City will procure, provision, and maintain the required infrastructure and licenses
defined by the prerequisites of the VertiGIS Studio and Cityworks vendors. If needed,
Resource Data and GCS can provide guidance for how to complete this.
City of Bozeman | Professional Geographic Information Systems (GIS) Services
Page 35
• The City will configure any network requirements as defined by the prerequisites of the
VertiGIS Studio and Cityworks vendors. If needed, Resource Data and GCS can provide
guidance on how to complete this.
• GeoCortex migration to VertiGIS Studio will include full migration and configuration of up to
twelve existing GeoCortex viewers.
• The full inventory of GeoCortex functionality is unknown. Because of these unknowns, we
have set aside a bucket of 40 hours for configuring the sites in VertiGIS Studio Web. The
actual hours required may change once a detailed inventory of functionality is completed.
• The full inventory of GeoCortex reports, print templates, layer catalogs, and workflows is
unknown. Because of these unknowns we have set aside a bucket of 40 hours for
refactoring these for VertiGIS Studio Web. The actual hours required may change once a
detailed inventory of these ancillary components is completed.
• The full inventory of data services and publishing settings is unknown. Because of these
unknowns we have included publishing up to 20 services for the migration to VertiGIS
Studio Web. The actual hours may change once the full scope of data changes us
understood.
• The full scope of Cityworks data, reports, functionality, and workflows is unknown.
Because of these unknowns, we have set aside 40 hours for configuring these after the
update is completed. The actual hours required may change once a detailed inventory is
completed.
• The specific Cityworks tools and the City’s business processes for migrating 12 domains
from AMS to Cityworks is unknown. Because of these unknowns, we have set aside 25
hours to configure the Cityworks Respond interface for each of the 12 domains. The actual
hours required may change once requirements gathering is completed.
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
Resource Data
Resource Data
Jason Mancuso, Director, Portland