HomeMy WebLinkAboutbocc.con.083.2016 7;2015 kjm
trhiN Pitkin County
CouNTi Contract Cover Sheet
Please complete the Contract Cover Sheet when the contract is completed and signed by Contractor and Pitkin County
Project Manager.
Return all Contract Cover Sheets and Contracts/Change Orders/Amendments to Procurement
(procurement_help(&,pitkincounty.com).Any contracts$50,000 and over will be routed for signatures to County Manager
and Attorney's Office(if required)by Procurement&Contracts Manager.
Contract Information
Contract Number 083.2016
Project Name Cartegraph Asset Tracking Subscription,Maintenance& Support
Contractor Cartegraph
Budget Line Item 110.21.92400.86619
Additional Budget Line Item(s) Click here to enter text.
and special notes to Finance
Contract Start Date 2/1/2016
Contract End Date 5/14/2017
Automatic Renewal Yes ❑ No i4
If Construction: Retainage Click here to enter text.
If this is a new contractor,please request they complete and submit to Finance a W-9 Form.
Contact Information:
Department BITS
Project Manager Loyd/Broderick Project Manager 5211
Phone
Provide a brief description of the contract:
Contractor shall provide their software subscription,maintenance and support services to County
Facilities,OST,Public Works, Community Development and BITS departments.Cartegraph provides
asset tracking software available to both County and public.
Contract Value Summary:
Contract Amount $39,380.43
This Change order/Amendment amount(if applicable) $
New Contract Total $
Procurement Method:
None ❑ Informal Formal ❑ Sole Source ❑ Emergency❑ Contract Renewal ❑
Contract Type:
Services/Maintenance ® Construction ❑ Goods,Equipment, Supplies LI
Change Order/Amendment ❑ Other,please explain ❑ Click here to enter text.
NOTE: CLERKS OFFICE WILL KEEP ORIGINAL DOCUMENTS IN COMPLIANCE WITH COLORADO STATE
ARCHIVES RETAINAGE SCHEDULE. ALL ATTACHMENTS MUST BE WITH THIS CHECKLIST.
Contract#bocc.con.083.2016
Budget Line Item# 110.21.92400.83617
•
010N111
CONTRACT FOR PROVISION OF SOFTWARE FOR OPERATIONS AND FACILITIES
MANAGEMENT SERVICES
THIS CONTRACT is made and entered by and between the Pitkin County Board of County
Commissioners ("County") and Cartegraph 3600 Digital Drive Dubuque, IA 52003 (hereinafter
"Contractor").
1. Term. The term of this contract is from February 1,2016 to May 14, 2017. At the expiration
of the initial term, the contract may be extended for an additional term of three (3) years by the
express written consent of both parties
2. Contractor's Obligations. Contractor shall provide their Cartegraph Software subscription,
maintenance and support services to the County's Facilities, Open Space and Trails,Public Works,
Community Development and Business Information Technology departments. The scope of work is
further detailed in Exhibit A: Scope of Work.
The initial term of subscription,maintenance and support shall commence upon execution of this
contract and will continue for one(1)calendar year from the date of the execution of this Contract.
Each subsequent term will commence upon completion of the prior term and will continue for a
period of one(1)calendar year from there.
Implementation,transition and annual fees are listed below.
Implementation Pricing(February 1,2016—May 14,2016)
Purchase Type Citizen/Qty. Unit Price Total Price
CURRENT YEAR
SOFTWARE PRODUCTS
Cartegraph OMS Transition Fee, Per-citizen Subscription,
Platform-Domain Cartegraph On-Premise Deployment, 1 $9,733.92 $9,733.92
2/1!16--5114!16
FIELD SERVICES
Implementation Fixed Fee Service 1 $19,700.00 $19,700.00
Services
Discount _ ($3,349.00)
CURRENT YEAR SUB-TOTAL $26,084.92
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Contract#bocc.con,083.2016
Budget Line Item#110.21.92400.83617
Annual Software Products (May 15, 2016—May 14,2017)
Software Products
Cartegraph OMS Facilities Domain per citizen 7,664 $0.20 $1,532.80
Platform by subscription(5/15/16-5/14/17)
Domain
Cartegraph OMS Trails Domain per citizen 7,664 $0.08 $613.12
Platform by Subscription
Domain
Cartegraph OMS Advanced Asset Management per 7,664 $0.15 $1,149.60
Platform citizen subscription
Extension
Cartegraph OMS User pack subscription—50 named 1 $10,000.00 $10,000.00
Users users
Total Cost 1 Year Term $13,295.51
Annual renewal fees will increase by no more than 5%each year.
3. Compensation and Expenses, Invoicing, Payment and Offset. The County shall compensate
Contractor for its services in accordance with the Project Budget and Schedule set out in Paragraph 2.
It is expressly understood and agreed that in no event will the total compensation and reimbursement
to be paid hereunder exceed the sum of thirty nine thousand three hundred eighty dollars and
forty three cents ($39,380.43) for services rendered. By contract or amendment, the County and
Contractor may reallocate the budget among project tasks if the total budget amount remains
unchanged. Contractor shall invoice for the project monthly based on hours worked, with payment
expected within thirty (30) days of invoice, but any payment by the County may be offset by any
amount the Contractor owes the County for any reason.
4. County's Exclusive Ownership of Work Product. Drawings, specifications, guidelines and
other documents prepared by Contractor in connection with this contract shall be the property of the
County. However, Contractor shall have the right to utilize such documents in the course of its
marketing, professional presentations, and for other business purposes. Contractor assigns to County
the copyrights to all work prepared, developed, or created pursuant to this contract, including the
right to: 1) reproduce the work; 2) prepare derivative works; 3) distribute copies to the public; 4)
perform the works.publicly; and 5) to display the work publicly. Contractor shall have right to use
materials produced in the course of this contract for marketing purposes and professional
presentations,articles, speeches and other business purposes.
5. Pitkin County's Obligations. Pitkin County shall administer this contract through a County
Representative. John Loyd, Chief Technology Officer will manage the project as the County's
Representative. The services provided and products delivered by the Contractor under this contract
will be subject to review by the County's Representatives, or a designee, for compliance with
Contractor's obligations prior to final payment.
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Contract#bocc.con.083.2016
Budget Line Item# 110.21.92400.83617
6. Termination Prior to Expiration of Contract Term. The County has the right to terminate
this contract, with or without cause, by giving written notice to the Contractor of such termination
and specifying the effective date thereof. Such notice shall be given at least thirty (30) days before
the effective date of such termination. In such event all finished or unfinished documents, data,
studies and reports prepared by the Contractor pursuant to this contract shall become the County's
property. Contractor shall be entitled to receive compensation in accordance with the contract for
any satisfactory work completed pursuant to the terms of this contract prior to the date of
termination. Notwithstanding the above, Contractor shall not be relieved of liability to the County
for damages sustained by the County by virtue of any breach of the contract by the Contractor.
7. Independent Contractor Status.
A. The parties to this contract intend that the relationship between them contemplated by
the contract is that of independent contractor. Contractor, and any agent, employee, or servant of
Contractor shall not be deemed to be an employee,agent, or servant of Pitkin County.
B. Contractor is not required to offer his services exclusively to Pitkin County under this
contract. Contractor may choose to work for other individuals or entities during the term of this
contract, provided that the basic services and deliverable products required under this contract are
submitted in the manner and on the schedule defined under this contract.
C. Contractor warrants that all work produced will conform to all applicable industry
standard of care, skill and diligence in the performance of Contractor's obligations under this
contract.
D. Contractor shall not attempt to oversee or supervise the work or actions of any Pitkin
County employee, servant or agent in the course of completing work under this contract.
E. Contractor is not entitled to any Workers' Compensation benefits through Pitkin
County and is responsible for payment of any federal, state,FICA and other income taxes.
8 Assignability. Neither party may assign any of its rights or obligations hereunder,whether by
operation of law or otherwise, without the prior written consent of the other party (not to be
unreasonably withheld). Notwithstanding the foregoing, either party may assign this Agreement in
its entirety (including all Order Forms), without consent of the other party, to its Affiliate or in
connection with a merger, acquisition, corporate reorganization, or sale of all or substantially all of
its assets not involving a direct competitor of the other party.
9. Binding Arbitration. Any disputes arising out of this contract shall be subject to binding
arbitration. The parties agree that any disputes concerning the terms and conditions of this contract
shall be submitted and finally settled by arbitration. Arbitration shall be conducted pursuant to the
rules of the American Arbitration Association and shall be presided over by the Pitkin County
Hearing Officer appointed to arbitrate Pitkin County contract disputes. Costs of the arbitration shall
be awarded to the substantially prevailing party.
10. Severability. In the event that any provision of this contract shall be held to be invalid or
unenforceable, the remaining provisions of this contract shall remain valid and binding upon the
parties hereto
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Contract#bocc.con.083.2016
Budget Line Item# 110.21.92400.83617
11. Integration and Modification.
A. This contract represents the entire and integrated contract between the County and the
Contractor and supersedes all prior negotiations, representations, or contract, either written or oral.
This contract may be amended only by written contract signed by both the County and the Contractor.
B. The County may, from time to time, request changes in the scope of services of the
Contractor to be performed hereunder. Such changes, including the increase or decrease in the
amount of the Contractor's compensation, which are mutually agreed upon between the County and
the Contractor, shall be in writing and upon execution shall become part of this contract.
12. Indemnity.
A. The Contractor agrees to indemnify,hold harmless and,not excluding the County's right
to participate, defend the County, its subsidiary,parent,associated and/or affiliated entities, successors,
or assigns,its elected officials, trustees, employees, agents, volunteers, and any jurisdiction or agency
issuing permits for any work included in the project„ hereinafter referred to as indemnitee, from all
suits and claims, including attorney's fees and cost of litigation,actions, loss, damage, expense, cost or
claims of any character or any nature arising out of the work done in fulfillment of the terms of this
Contract or on account of any act, claim or amount arising or recovered under workers' compensation
law or arising out of the failure of the Contractor to conform to any statutes,ordinances,regulation,law
or court decree. It is agreed that the Contractor will be responsible for primary loss investigation,
defense and judgment costs where this contract of indemnity applies. In consideration of the award of
this contract,the Contractor agrees to waive all rights of subrogation against the County its subsidiary,
parent, associated and/or affiliated entities, successors, or assigns, its elected officials, trustees,
employees,agents, and volunteers for losses arising from the work performed by the Contractor for the
County.
B. The Contractor further shall investigate,process,respond to, adjust,provide defense for
and defend, pay or settle all claims, demands, or lawsuits related hereto at its sole expense and shall
bear all other costs and expenses related thereto, even if the claim, demand or lawsuit is groundless,
false or fraudulent.
13. Insurance. Contractor and subcontractors shall procure and maintain until all of their
obligations havebeen discharged, including any warranty periods under this Contract are satisfied,
insurance against claims for injury to persons or damage to property which may arise from or in
connection with the performance of the work hereunder by the Contractor, its agents,representatives,
employees or subcontractors.
The insurance requirements herein are minimum requirements for this Contract and in no way limit
the indemnity covenants contained in this Contract.
The County in no way warrants that the minimum limits contained herein are sufficient to protect the
Contractor from liabilities that might arise out of the performance of the work under this Contract by
the Contractor,its agents,representatives,employees,or subcontractors. The Contractor shall assess
its own risks and if it deems appropriate and/or prudent,maintain higher limits and/or broader
coverages. The Contractor is not relieved of any liability or other obligations assumed or pursuant to
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Contract#bocc.con.083.2016
Budget Line Item# 110.21.92400.83617
the Contract by reason of its failure to obtain or maintain insurance in sufficient amounts, duration,
or types.
A. Coverage and Limits of Insurance. Contractor shall provide coverage with limits of
liability not less than those stated below. An umbrella and/or excess liability policy may be used to
meet the minimum liability requirements provided that the coverage is written on a"following form"
basis.
1. Statutory Workers' Compensation: Colorado statutory minimums
a. Policy shall contain a waiver of subrogation against the County.
b. This requirement shall not apply when a contractor or subcontractor
is exempt under Colorado Workers' Compensation Act.,AND when such
contractor or subcontractor executes the appropriate sole proprietor waiver form.
Minimum Limits:
Coverage A(Workers' Compensation) Statutory
Coverage B(Employers Liability) $ 500,000
$ 500,000
$ 500,000
2. Commercial General Liability—ISO 1 CG 0001 form or equivalent.
(With County named as an additional insured)
Minimum Limits:
General Aggregate $ 2,000,000
Products/Completed Operations Aggregate $ 2,000,000
Each Occurrence Limit $ 1,000,000
Personal/Advertising Injury $ 1,000,000
Fire Damage(Any One Fire) $ 50,000
Medical Payments(Any One Person) $ 5,000
Coverage to include:
• Premises and Operations
• Explosions, Collapse and Underground Hazards
• Personal/Advertising Injury
• Products/Completed Operations
• Liability assumed under an Insured Contract(including defense costs assumed under
contract)
• Independent Contractors
• Additional Insured—Owners, Lessees or Contractors Endorsement,ISO Form 2010
(2004 Edition or equivalent)
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Contract#bocc.con.083.2016
Budget Line Item# 110.21.92400.83617
• Additional Insured—Owners,Lessees or Contractors Endorsement,ISO CG 2037
(2004 Edition or equivalent)
• The policy shall be endorsed to include the following additional insured language on
the Additional Insured Endorsements specified above: "County, its subsidiary,parent,
associated and/or affiliated entities, successors, or assigns,its elected officials,
trustees, employees,agents,and volunteers named as an additional insured with
respect to liability and defense of suits arising out of the activities performed by,or on
behalf of the Contractor, including completed operations".
3. Auto Liability: Bodily injury and property damage for any owned,hired, and
non-owned vehicles used in the performance of this Contract.
Minimum Limits:
Bodily Injury/Property Damage(Each Accident) $ 1,000,000
• 4. Special Coverages (check as appropriate and insert amount):
D(1)Performance Bond $
0(2)Professional Errors and Omissions
0(3)Aircraft Liability
0(4)Owner's Protective
D(5)Builder's Risk
0(6)Boiler and Machinery
0(7)Loss of Use Insurance
0(8)Pollution Liability
0(9)Crime,including Employee Dishonesty Coverage,or Fidelity Bond
B. Proof of Insurance:
1. Each insurance policy required by the insurance provisions of this Contract
shall provide the required coverage and shall not be suspended,voided or canceled except
after thirty(30) days prior written notice has been given to the County,except when
cancellation is for non-payment of premium,then ten(10) days prior notice may be given.
Such notice shall be sent directly to (County Representative's Name&Address). If the
insurance carrier will not provide the required notice,the Consultant/Contractor and or its
insurance broker shall notify the County of any cancellation,or reduction in coverage or
limits of any insurance within seven(7)days of receipt of insurers' notification to that effect.
Simultaneously with the Certificates of Insurance, the Contractor shall file with the
Procurement Officer a certified statement as to claims pending against the required coverages,
reserves established on account of such claims, defense costs expended and amounts remaining
on policy limits.
2. In addition,these Certificates of Insurance shall contain the following clauses:
a. The contractor's insurance shall be primary and non-contributory with
any insurance or self insurance purchased by the County.
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Contract#bocc.con.083.2016
Budget Line Item# 110.21.92400.83617
b. The insurance companies issuing the policy or policies hereunder shall
have no recourse against the County of Pitkin for payment of any premiums or for
assessments under any form of policy.
c. Any and all deductibles or self insured retentions in the above-described
insurance policies shall be assumed by and be for the amount of,and at the sole expense
of the Contractor.
d. Location of operations shall be: "all operations and locations at which
work for the referenced Project is being done."
3. Certificates of Insurance for all renewal policies shall be delivered to the
County's Representative at least fifteen (15) days prior to a policy's expiration date except for
any policy expiring on the expiration date of this contract or thereafter.
4. The County reserves the right to request and receive a copy of any policy and
any policy endorsement at any time during the term of this contract.
14. Exemptions and Preferences. All purchases of construction or building or any other materials
for this contract shall not include Federal Excise Taxes or Colorado State or local sales or use taxes.
Pitkin County is exempt from such taxes under registration numbers 98-02624 and 84-78000-5K.
15. Records. The Contractor shall maintain comprehensive, complete and accurate books, records,
and documents concerning its performance relating to this contract for a period of three(3)years after
final payment under the contract and the County shall have the right within the three (3)year period to
inspect and audit these books, records and documents, upon demand, in a reasonable manner and at
reasonable times, for the purpose of determining, by accepted accounting and auditing standards,
compliance with all provisions of the contract and applicable law.
16. Contract Made in Colorado. The parties agree that this contract was made in accordance with
the laws of the State of Colorado and shall be so construed. Venue is agreed to be exclusively in the
courts of Pitkin County, Colorado.
17. Attorney's Fees. In the event that legal action is necessary to enforce any of the provisions of
this contract beyond the arbitration described in Paragraph 9,the substantially prevailing party shall be
entitled to its costs and reasonable attorney's fees.
18. Governmental Immunity. Contractor agrees and understands that Pitkin County is relying on
and does not waive, by any provision of this contract, the monetary limitations or terms (presently
$150,000 per person and $600,000 per occurrence) or any other rights, immunities, and protections
provided by the Colorado Governmental Immunity Act, 24-10-101, et seq., C.R.S., as from time to
time amended, or otherwise available to Pitkin County or any of its officers, agents or employees.
Further, nothing in this contract shall be construed or interpreted to require or provide for
indemnification of the Contractor by the County for any injury to any person or any property damage
whatsoever which is caused by the negligence or other misconduct of the County or its agent or
employees.
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Contract#bocc.con.083.2016
Budget Line Item# 110.21.92400.83617
19. Current Year Obligations. The parties acknowledge and agree that any payments provided
for hereunder or requirements for future appropriations shall constitute only currently budgeted
expenditures of Pitkin County. Pitkin County's obligations under this contract are subject to Pitkin
County's annual right to budget and appropriate the sums necessary to provide the services set forth
herein. No provisions of the contract shall constitute a mandatory charge or requirement in any
ensuing fiscal year beyond the then current fiscal year of Pitkin County. No provision of the contract
shall be construed or interpreted as creating a multiple-fiscal year direct or indirect debt or other
financial obligation of Pitkin County within the meaning of any constitutional or statutory debt
limitation. This contract shall not directly or indirectly obligate Pitkin County to make any payments
beyond those appropriated for Pitkin County's then current fiscal year. No provisions of this
contract shall be construed to pledge or create a lien on any class or source of Pitkin County's
moneys, nor shall any provision of this contract restrict the future issuance of Pitkin County's bonds
or any obligations payable from any class or source of Pitkin County's money.
20. Notice. Any written notice required by this contract shall be deemed delivered through any of
the following: (1) hand delivery to the person at the address below; (2) delivery by facsimile with
confirmation of receipt to the fax number below; or(3)within three (3) days of being sent certified first
class mail,postage prepaid,return receipt requested addressed as follows:
A. To Pitkin County with copies to:
John Loyd Pitkin County Attorney's Office
530 E. Main St—3rd Floor 530 E. Main Street,#302
Aspen,Colorado 81611 Aspen, Colorado 81611
Ph: (970)920-5211 Fax: (970) 920-5198
B. To Contractor:
Dave Samson
3600 Digital Drive
Dubuque,IA 52003
Ph: (563)556-8120
Fax: (563)556-8149
21. Public Contracts for Services and Public Contracts with Natural Persons. In conformance
with the provisions of C.R.S. § 8-17.5-101 and 102,as amended and C.R.S. § 24-76.5-101, as
amended
PUBLIC CONTRACTS FOR SERVICES. CRS §8-17.5-101. [Not Applicable to agreements
relating to the offer,issuance, or sale of securities,investment advisory services or fund
management services,sponsored projects, intergovernmental agreements,or information
technology services or products and services] Contractor certifies, warrants, and agrees that it does
not knowingly employ or contract with an illegal alien who will perform work under this contract
and will confirm the employment eligibility of all employees who are newly hired for employment in
the United States to perform work under this contract,through participation in the E-Verify Program
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Contract#bocc.con.083.2016
Budget Line Item# 110.21.92400.83617
or the Department program established pursuant to CRS §8-17.5-102(5)(c), Contractor shall not
knowingly employ or contract with an illegal alien to perform work under this contract or enter into a
contract with a subcontractor that fails to certify to Contractor that the subcontractor shall not
knowingly employ or contract with an illegal alien to perform work under this contract. Contractor
(a)shall not use E-Verify Program or Department program procedures to undertake pre-employment
screening of job applicants while this contract is being performed,(b) shall notify the subcontractor
and the contracting State agency within three days if Contractor has actual knowledge that a
subcontractor is employing or contracting with an illegal alien for work under this contract,(c)shall
terminate the subcontract if a subcontractor does not stop employing or contracting with the illegal
alien within three days of receiving the notice,and(d)shall comply with reasonable requests made in
the course of an investigation,undertaken pursuant to CRS §8-17.5-102(5),by the Colorado
Department of Labor and Employment. If Contractor participates in the Department program,
Contractor shall deliver to the contracting State agency,Institution of Higher Education or political
subdivision a written,notarized affirmation,affirming that Contractor has examined the legal work
status of such employee,and shall comply with all of the other requirements of the Department
program. If Contractor fails to comply with any requirement of this provision or CRS §8-17.5-101 et
seq.,the contracting State agency,institution of higher education or political subdivision may
terminate this contract for breach and, if so terminated, Contractor shall be liable for damages.
PUBLIC CONTRACTS WITH NATURAL PERSONS. CRS §24-76.5-101. Contractor,if a natural
person eighteen(18)years of age or older, hereby swears and affirms under penalty of perjury that he
or she(a)is a citizen or otherwise lawfully present in the United States pursuant to federal law, (b)
shall comply with the provisions of CRS §24-76.5-101 et seq.,and(c)has produced one form of
identification required by CRS §24-76.5-103 prior to the effective date of this contract.
•
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Contract#bocc.con.083.2016
Budget Line Item# 110.21.92400.83617
IN WITNESS WHEREOF,the parties have executed this contract as of the date first set out herein
above.
CONTRACTOR: Cartegraph
By: 7,07i..e9X
Title !//of Syde-c c A/9�� /‘
ate
PITKIN COUNTY, COLORADO
RECOMMENDED FOR APPROVAL:
u orized Signer Date
IF A NON- STANDARD/ADDITIONA L GUAGE ADDED:
John Ely, Coun tter'ey D to
10
•
Cartegraph
Cartegraph/Pitkin County,CO OMS Project: Project Status Report Tne Operations Management System.
Date Updated:2/23/16
Estimated
Task Estimated End Date Responsible
# Task Event/Task Status Start Date Party Task Description/Issues/Actions
Duration Cartegraph will provide guidance and planning for the project,as well as
I) Project Management of Project Cartegraph the management,administrative support,and coordination of Cartegraph
resources.staff.and activities for the duration of the project.
2) Project Kick Off Meeting 100% 2:3116 2/3/16 Pitkin County The Cartegraph and Pitkin County Project Teams will participate in a conference call to review the
&Cartegraph project goals,timeline,and expectations of the project.
Project timeline 2/3/16 Cartegraph & Cartegraph will provide the project timeline for the completion of project to the Pitkin County
3) developed and approved 10040 2/12/16 Pitkin County project team for their review and input.
Schedule Project Status Pitkin County Cartegraph will establish with Pitkin County's project team periodic project status meeting to
4) Meetings 100% 2/5/16 2/5/16 &Cartegraph review the project goals,timeline and tasks.
Pitkin County will back-up the current Cartegraph Navigator database and Project Home and will
post to the FTP site for review prior to the implementation of this project. Below is the FTP site we
Backup of current will use throughout the duration of this project:
5) Cartegraph database and 100% Pitkin County
2/8/16 2/12/16 ftp://PITKICOCO:12341ailes3,cvberltnh.net
project home provided
FTP Host: Files3.cyberlynk.net
Username: PITKICOCO
Password: 1234
Technical review of OMS u Pitkin County& Cartegraph will review our technical specifications with the County's technical staff to answer any
6) System Requirements 100/0 2/22/16 2/26/16 Cartegraph questions and verify your environment is ready for the software's installation. This will be a Yz
conference call.
Cartegraph will guide the County's technical staff through the installation and setup of Cartegraph
software in the County's test and/or production environment. Cartegraph will setup the OMS
Carte7) graph OMS ° 2/25/16 4/1/16 Pitkin County& Platform,including the Request,Work,Resource,and Asset Management areas of the software as
Installation Service /O Cartegraph well. This will be completed during a two hour web session.
This isscheduled far February 24,2016.
Technical review of
8) OMS/Esri integration 100"u ")/22:16 2126.'16 Pitkin County& Cartegaph will provide documentation and Basemap Services for OMS integration.Guidancece,fconfigureor your technical GIS staff to Esri
will be geared towards OMS/Esr integration
tuncnonality and Cartegraph functionality and requirements.This will be a'A conference call.
requirements
2/23/16 Page I
Cartegraph
Estimated
Task Estimated End Date Responsible
#
TasalliliMilialles Start Date jakalak Party Task Description/Issues/Actions
Cartegraph will provide remote train-the-trainer training,up to two(2)hours,on overall system
navigation and functionality to help familiarize your staff with the software environment and its
common functions.Training topics include:
• Home Screen
• Logins/Permission
• Layers
Cartegraph OMS Pitkin County& . Filters
9) Overview Web Session 0% 3/14/16 3/15/16 Cartegraph • Maps
P
• Grids
• System Navigation
• Views(List&Detail)
• Standard Reports
• Attachments
• Requests,Work,Assets,Resources,Reports&Administrator Tabs
Review of Cartegraph and
10) ArcGIS Online user- 0 Pitkin County& Cartegraph will provide an overview of Cartegraph and ArcGIS Online user-based logins and
based logins and 3/15/16 3/16/16 Cartegraph User/Role functionality. This will be a two hour web session.
User/Role functionality.
Cartegraph will provide up to two(2)remote requirement gathering workshops,a total of four(4)
hours,to increase our understanding of the County's business and functional goals.Through
Business Process / . Pitkin County workshops and interviews,Cartegraph will identify best fit scenarios for OMS and provide a brief
I Workflow Review 0�0 3/16/16 3/17/16 &Cartegraph including any challenges as well as recommendations for OMS best practices relevant to your
implementation. Each division we are implementing will need to have this session. For the
County,this may be four divisions with two hours per division.
Cartegraph will provide remote train-the-trainer training,up to two(2)hours,on OMS Eari
integration functionality.Training topics include:
• OMS Esri integration configuration options
12) OMS Esri Integration 0% 3/17/16 3/18/16 Pitkin County
Functionality Review &Cartegraph • Integration functionality(basemap and feature)
• Overall Esri integration requirements,considerations,and Cartegraph recommended best
practices
Advanced Request
Functionality (YourGOV Pitkin County Cartegraph will provide remote train-the-trainer training,on Advanced Request functionality for
13) and Internal Request 0% 3.17/16 3/18/16 &Cartegraph YourGOV and Internal Request Portal. This will be completed via a one hour web session.
Portal) Web Overview
Session
2/23/16 Page 2
Cartegraph
Estimated
", Estimated End Date Responsible
Date Party Task Descrip ° s
Cartegraph staff will provide installation and training on the following asset types:
• Facility(7)
o Facilities,Electrical Generators,Facility Lighting,Fire Protection,HVAC
14)
Carte
np ementation OMS poi 3/21/16 4/15/16 Cartegraph Equipment,Plumbing Fixtures,and Roofing Systems
• Other(1)
o Trails
Cartegraph staff will provide up to five(5)field configurations for each asset listed above.
Test Data Conversion Cartegraph will provide conversion services and assistance in moving Pitkin County's current
15) from Navigator to OMS— 0% 4/11/16 4/15/16 Cartegraph Cartegraph Navigator information into the corresponding and appropriate Cartegraph database
Standard Conversion tables in a test environment.Refer to the Contract Scope of Work for what will be converted.
Data Load Services—Test o Cartegraph staff will provide a data load service through standard import/export functionality.
16) Load 0% 4/11/16 4/15/16 Cartegraph Cartegraph will provide customer applicable template documents for data population.Once
populated by the customer,Cartegraph staff will load data into customer OMS environment.
Cartegraph staff will provide remote web sessions for detailed system training.The training agenda
will be defined and agreed upon by both Cartegraph and Pitkin County's project managers.Topics
may include any of the following:
• Request Management
"Train-the-Trainer" • Work Management
17) Remote Web Sessions 0% 4/18/16 4/22/16 Cartegraph • Asset Management
• Resource Management
• Cartegraph for iPad
• Administrator
• Advanced Request Management
18) System Testing 0/0 4/18/16 5/13/16 Pitkin County Pitkin County will have the opportunity to test the OMS system during a period of approximately
0
four weeks.
Esri Integration with ° Pitkin County will connect OMS with Esri for their applicable assets and related attributes. During
19) OMS—Test 0% 4/18/16 4/25/16 Pitkin County the implementation,Cartegraph will provide information and consultation on how to set up this
connection.
Cartegraph will provide conversion services and assistance in moving Pitkin County's current
Production Data Cartegraph Navigator information into the corresponding and appropriate Cartegraph database
Conversion from Pitkin County tables in a production environment.Refer to the Contract Scope of Work for what will be converted.
20) Navigator to OMS — 0% 5/16/16 5/20/16 &Cartegraph
Standard Conversion The current Cartegraph Navigator production system for the County will need to be taken down
during this week to update for the new assets,as well as bring the data in from the Navigator system
to the OMS System.
Data Load Services — Cartegraph staff will provide a data load service through standard import/export functionality.
21) Production Load 0% 5/16/16 5/20/16 Cartegraph Cartegraph will provide customer applicable template documents for data population.Once
populated by the customer,Cartegraph staff will load data into customer OMS environment.
2/23/16 Page 3
Cartegraph
Estimated
Estimated End Date
Responsible
Task Sta Date Description/Issues/Actions
Esri Integration with • Pitkin County will connect OMS with Esri for their applicable assets and related attributes. During
22) OMS—Production 0% 5/23/16 5/23/16 Pitkin County the implementation,Cartegraph will provide information and consultation on how to set up this
connection.
Cartegraph will provide up to two(2)remote web conferences(not to exceed 4 hours total)to be
utilized for Go-Live Support.The agenda will be defined,and agreed upon,by both your and
23) Go-Live Support 0°0 5/23/16 5/24/16 Pitkin County Cartegraph's project managers.Topics may include any of the following:
&Cartegraph • Refresher training for items listed in the scope of work
• Software and process support for staff during production roll out
• Field,Layout,and Report configuration guidance,if applicable _
2/23/16 Page 4