HomeMy WebLinkAbout5.C.5. Authorize Purchase of GIS Computer Software Maintenance Agreement
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CITY OF SHAKOPEE
Memorandum
cOt~~SEr~IT
TO:
Mayor & City Council
Mark McNeill, City Administrator
FROM: Bruce Loney, Public Works Director
SUBJECT: Authorize Purchase of GIS Computer Software Maintenance
Agreement and Customization Work for Timesheets and
Phase III Consultant Extension Agreement for GIS
DATE: March 5, 2008
INTRODUCTION:
This agenda item is for the City Council to consider authorizing the purchase of
Computer Software Maintenance Agreement and Customization Work to Support the
Public Works GIS System and a consultant extension agreement with 2008 GIS services.
BACKGROUND:
Attached is a maintenance invoice for Carte-Graph system software programs that the
Public Works Department has purchased in association with the GIS Management
System and its assets in the Public Works Divisions. Also attached is an agreement with
Carte-Graph Systems, Inc. for customization of the computer software programs to assist
in time sheet recordings with the street maintenance, sanitary sewer maintenance and
storm drainage maintenance work.
Previously, in 2007, the City had purchased an eight-pack Carte-Graph System software
package which it uses for its asset management of sanitary sewer, storm drainage, signs,
pavement management, park maintenance and other assets in the Public Works
Maintenance Divisions. In order to keep these programs current and supported by Carte-
Graph Systems, a software maintenance agreement needs to be renewed before March 16,
2008. The cost of this maintenance agreement is $13,130.00, which supports all software
packages that are utilized by the Public Works Department for GIS asset management
including custom modifications in the park maintenance programs for recording the work
and placing it into timesheets for the employees.
Also included is a customization agreement for the sanitary sewer, storm drainage and
street maintenance areas, in which asset management information will be placed into
timesheets automatically, similar to what was done in the Park Maintenance Division.
The cost of this customization work with Carte-Graph Systems is $7,995.00, with most of
the funds to paid out of the Sanitary Sewer Fund and Storm Drainage Fund.
Also included with this memo is a Phase III proposal from WSB & Associates, Inc. to
serve as the GIS system coordinator with our GIS specialist. This proposal will
complete/coordinate the time sheet implementation project for street, sanitary and storm
work, integrate call center/work director for work orders, complete data collection form,
complete the GIS server work as approved by Telecommunications Advisory Committee
earlier in 2007 and GIS coordination throughout the year with our GIS specialist. Other
GIS projects, if necessary, would be brought back under a future extension agreement.
Funding for this consultant work would be funded as follows and budgeted in the various
Public Works Division and utilities:
FUNDING SOURCE
AMOUNT
. Engineering
. Street
. Park
. Sanitary Sewer
. Storm Drainage
. Telecommunications
$ 1,000.00
$ 2,000.00
$ 900.00
$ 3,000.00
$ 3,000.00
$ 2.000.00
Total
$11,900.00
Staff did budget for the software maintenance in the various Public Works Division and
utility funds and this agreement will be funded as follows:
FUNDING SOURCE
AMOUNT
. Engineering
. Street Maintenance
. Park Maintenance
. Sanitary Sewer Maintenance
. Storm Drainage Maintenance
$ 2,000.00
$ 2,500.00
$ 2,500.00
$ 3,065.00
$ 3.065.00
Total
$13,130.00
In addition to customization, more work to be done by Carte-Graph Systems will be paid
as follows:
FUNDING SOURCE
AMOUNT
. Street Maintenance
. Sanitary Sewer Maintenance
. Storm Drainage Maintenance
$1,995.00
$3,000.00
$3.000.00
Total
$7,995.00
These agreements are necessary in order to keep the software systems current. Staff also
believes the customization work will allow the recording of information to be done in a
more timely and efficient manner and save time in preparing time sheets for the Public
Works employees. In the various Public Works Divisions and utilities, staff has budgeted
the following amounts:
. Engineering
. Street
. Park
. Sanitary Sewer
. Storm Drainage
. Telecommunications
$ 5,000.00
$11,000.00
$ 3,500.00
$15,000.00
$15,000.00
$ 2,000.00
Bude:et ImDact:
The tax levy division of Engineering, Street Maintenance and Park Maintenance will be
expending $12,895.00 for the 2008 year in support, customization and consultant time as
compared to the $19,500.00 budgeted. These expenditures are 66% of the funds
budgeted which should be the amount needed for the 2008 GIS program.
AL TERNA TIVES:
1. Authorize the Maintenance Software Agreement in the amount of $13,130.00 to
be paid out of the various funds, as indicated in the memo.
2. Authorize the purchase of Customization Work by Carte-Graph Systems for the
street maintenance, sanitary sewer and storm drainage systems to be used for
timesheets.
3. Authorize the appropriate city officials to execute the consultant extension
agreement from WSB & Associates, Inc. for GIS Services in 2008.
4. Do not authorize funding for the GIS Maintenance Software Agreement.
5. Do not authorize funding for the Customization Work for the street maintenance,
sanitary sewer and storm drainage systems.
6. Do not authorize the appropriate city officials to execute the consultant extension
agreement from WSB & Associates, Inc. for GIS Services in 2008.
7. Table for additional information.
RECOMMENDATION:
Staff would recommend Alternative No.1, No.2 and No.3, in order to keep the software
programs current and to provide customization of the programs to allow more efficient
recording of work on the employee's time sheets and to authorize consultant GIS services
for 2008.
ACTION REOUESTED:
1. Authorize the Maintenance software Agreement in the amount of $13,130.00 to
be paid out of the various funds, as indicated in the memo.
2. Authorize the purchase of Customization Work by Carte-Graph Systems for the
street maintenance, sanitary sewer and storm drainage systems to be used for
timesheets in the amount not to exceed $7,995.00.
3. Authorize the appropriate city officials to execute the consultant extension
agreement from WSB & Associates, Inc. for GIS Services in 2008 in an amount
not to exceed $11,900.00.
~~
Public Works Director
BUpmp
ENGR/2008PROJECTS/2008COUNCJLlGIS-COMPUTER-SOFTW ARE
February 27, 2008
Mr. Bruce Loney, PE
Public Works Director
City of Shakopee
129 Holmes Street S.
Shakopee,MN 55379-1328
Re: Proposal to Proceed with Phase III
of the GIS/CMMS Implementation
City of Shakopee, MN
Dear Mr. Loney:
I am pleased to submit this proposal on behalf of WSB & Associates, Inc. to proceed forward with
Phase III of the Geographic Information System (GIS) and Computerized Maintenance
Management System (CMMS) Implementation for the City of Shakopee Public Works Department.
It is my goal to build on the successes of Phases I and II and continue the development of the City's
CMMS/GIS in Phase III of the project.
Continuine: GIS/CMMS DeveloDment
In Phase II of the GIS/CMMS Implementation we achieved our goal of migrating the City's GIS
data to the GIS server and integrating that information with Cartegraph. In Phase III we will
concentrate on managing work flow using WORKdirector, implementing timesheets that are
integrated with the CMMS for all Public Works Staff, distributing maps using internet technology,
and creating digital data collection forms for Storm and Sanitary Sewer. As always, we will
concentrate on improving operating efficiency. During Phase III we will deliver the following:
1. GIS Coordination
The continued development of the GIS and CMMS and City Staff will be supported as is
needed during 2008. The overall goal will be for the City's GIS Specialist to handle the
bulk of this task with support from myself as necessary. This task also covers time spent
completing miscellaneous tasks as directed by the Public Works Director or Assistant City
Engineer.
C:\])ocumenls and Settings'JJloney\LocaJ SettJngslTemporary Internet Flles\OLKJOSi.LTR PROP-b Joney-022708.doc
Mr. Bruce Loney
February 27,2008
Page 2
2. Timesheet Implementation
Integrated electronic time sheets will be deployed for the remainder of the Public Works
Department. These time sheets will integrate time entry for the City digital time sheet
system with WORKdirector in the CMMS. This will streamline data entry. Staff will be
trained on recording time, equipment, and materials used. Support will also be provided
with the assistance of the GIS Specialist.
3. Call Center / WORKdirector Implementation
The WORKdirector module and a set of Standard Operating Procedures (SOP) will be
developed to support the management of maintenance requests and work orders in the
WORKdirector module. When a request for service is received by staff, this information
will be recorded as a Request for Work in the CMMS and routed to the appropriate
supervisor. The supervisor will decide if the issue needs to be escalated to a Work Order.
All time spent by staff to address the Work Order will be tracked in the CMMS when they
complete their time sheet.
4. Sanitary/Storm Sewer Data Collection Forms
Data collection forms will be developed for the GPS unit to record NPDES inspection
information and sanitary sewer inventory information as staffGPS the City's sewer
infrastructure. This will streamline NPDES reporting and the collection of sanitary sewer
field data.
5. GIS Server
As approved by the Telecommunications Advisory Commission, the GIS Server will be
upgraded to distribute maps via internet protocol over the City's network.
Cost SummarY
This proposal to complete Phase III of the GIS/CMMS Implementation will concentrate on
managing work flow using WORKdirector, implementing integrated time sheets, distributing maps
using internet technology, and creating data collection forms for Storm and Sanitary Sewer
infrastructure. It is proposed that this project be completed on a cost not to exceed basis, with total
cost not exceeding $11,900. Detailed costs are shown on the attached spreadsheet.
If you are in agreement with the terms as outlined above, please sign where indicated on the
following page and return one copy to our office.
C:\DocurMnts and Setttngslbloney\LocaJ Settings\Temporary lnterrlet Fi/esIOLKJ OB'iLTR PROp.b loney-022708.doc
Mr. Bruce Loney
February 27, 2008
Page 3
Thank you for this opportunity to continue to develop the GIS/CMMS for the City of Shakopee. I
am confident that the level of service on this project will meet or exceed your expectations. If you
should have any questions regarding this proposal, please contact me at 763-287-7194.
Sincerely,
WSB & Associates, Inc.
~J"~
John Mackiewicz
GIS Consultant
Attachments
ACCEPTED BY:
City of Shakopee
By:
Title:
Date:
c: \Documents and Settings'lbloney\Loc:aJ Setttngs\Temporary Internet FJks\OLKJ08\LTR PROP-b loney-022708.doc
.
WSB
& Associates. Inc.
Infrastructure. Engineering. Planning. Construction
701 Xenia Avenue South
Suite 300
Minneapolis. MN 55416
Tel: 763541-4800
Fax: 763541-1700
February 27, 2008
Mr. Bruce Loney, PE
Public Works Director/City Engineer
Shakopee Public Works
400 Gorman Street
Shakopee,MN 55379
Re: Extension Agreement - Phase III of the GIS/CMMS Implementation
Dear Mr. Loney:
According to our Agreement for Professional Services within the City of Shakopee, this extension
agreement is written to provide services for the above-referenced project.
We are proposing to complete this work on a cost-reimbursable basis, as necessary, in accordance
with the proposal dated February 27, 2008, with a maximum not-to-exceed cost of$11,900. The
City of Shakopee agrees to reimburse WSB & Associates for these services in accordance with
Section IV of the Agreement for Professional Services.
If this agreement meets with your approval, please sign below and return one copy to our office.
Sincerely,
WSB & Associates, Inc.
f71
John Mackiewicz
GIS Consultant
City Administrator
City Clerk
Mayor
Date
Task 1: GIS/CMMS Coordination
')llSk~:Tirnf!lJ~f!littlrnPltt.rnf!nta.tic)ll. .. .. .. .. ..
!ask~:. .9.aIICentttrlVV()~~~ir.e.ct()rlrnPI.ttrnel1ta.tiol1
Task 4: Sanitary I Storm Sewer GPS Form
Task 5: Internet GIS Server Setup
Total
3744
1920
2400
1920
1920
11904
Cartegraph Systems Inc.
3600 DIGITAL DRIVE
DUBUQUE IA 52003
Phone (800)688-2656
FAX (563) 556-8149
KevinKline@cartegraph.com
INVOICE
Invoice # R-04844
Invoice Date 12/27/2007
Support Exp Date 3/16/2008
Payment Terms Net 30
Bill To:
City of Shakopee, MN
Bruce Loney
500 Gorman Street
Shakopee MN 55379
Customer ID SHAKOCIMN
Creatl (952) 233-3803
Qty
1.00
1
1
1
Modules Covered
CarteFLEX 8-pack Subscription Renew
Modification Support Service #1014
Modification Support Service #1015
Modification Support Service #1501
Unit Price
Extended Price
$10,000.00
$1,388.00
$1,342.00
$400.00
$10,000.00
$1,388.00
$1,342.00
$400.00
Subtotal
Tax
Total
$13,130.00
$0.00
$13,130.00
Your maintenance agreements on the above listed module(s) will soon expire.
To continue without interruption please return payment within 30 days.
Platinum Maintenance is 20% of the current list price of the software. However, if allowed to lapse, the renewal cost will be 40%
of the current list price of the software. Please make checks payable to CarteGraph Systems, Inc.
To make payment by credit card please complete the following and remit to the
address above, or phone Kevin Kline at 800-688-2656, ext. 6234.
VISA
MASTERCARD
AMERICAN EXPRESS
DISCOVER
Amount
Card #
Expiration Date
Signature
If you have any questions please contact Kevin Kline at 800-688-2656 ext. 6234 or by
e-mail atKevinKline@cartegraph.com
CarteGraph
Better Government d
City of Shakopee, MN
Software and Services Agreement C0802004
with CarteGraph Systems, Inc.
CarteGraph Systems, Inc. I 3600 Digital Drive I Dubuque, Iowa 52003
800.688.2656 I 563.556.8120
www.cartegraph.com
CarteGraph I Better Government ..dl
Table of Contents
Software and Services Agreement ........ ........... ........... ..... ........... ........... ..... ....... 3
Scope of Project ...... .......................... ......... ............ ............................... 3
Project Services........................................................................................... 3
Support Services.......................................................................................... 3
Project Assumptions...................................................................................... 3
Customer Responsibilities............................................................................... 4
Project Investment.. ......... .............. .......... ................... ..... ...... ................ 5
Software and Services Provided. ........... ........... ........... ..... ........... ........... ........... 5
Payment Terms and Conditions......................................................................... 5
General Terms...................................................................................... 6
PROPRIETARY INFORMATION: The City of Shako pee acknowledges that all materials and documents
associated with this project are proprietary in nature. This specifically includes pricing information, training
materials and consulting documents as described. The City of Shako pee further agrees not to copy or otherwise
make available such materials outside of the City of Shako pee and its divisions and departments without the prior
written consent of Carte Graph Systems, Inc., except as required by law.
City of Shako pee, MN
February 15, 2008
Software and Services Agreement
THIS AGREEMENT is made and entered into between City of Shakopee, hereinafter referred to as "Customer" or
"Licensee," whose address is City of Shako pee, 500 Gorman, Shakopee, MN 55379, and CarteGraph Systems, Inc.,
3600 Digital Drive, Dubuque, Iowa 52003, hereinafter referred to as "CarteGraph."
Scope of Project
Project Services
CarteGraph shall provide the following Project Services to implement and deploy the Software Products.
CarteGraph shall be responsible for the timely performance of all Project Services and warrants that all
professional and technical services provided to Customer pursuant to this Agreement shall be of good and
workmanlike quality and will meet or exceed standards of similar professional services within the industry.
CarteGraph makes no further warranty, representation or promise not expressly set forth in this Agreement.
1) Modification Services: CarteGraph will construct modifications to the Software Products as defined below,
which Customer approves through acceptance of this Agreement. These Modifications include:
Description Document
Tracking ill
WORKdirector Modification Services to expand associate asset event
functions in Worksheets
1264
Support Services
1) Modification Support Service: These services apply to the Modifications described above. During the term of
this Agreement, CarteGraph will provide the following services as part of this Agreement.
a) Modification Upgrade Support: Customer will perform all normal upgrade processes for CarteGraph
generally available applications and will perform and follow documented upgrade processes for the
Modification. CarteGraph will ensure that the functionality of the Modifications will persist when
Customer upgrades to a newer generally available release of Carte Graph applications.
b) Modification Technical SUDport: Customer will receive unlimited toll-free ongoing support via phone, fax
or e-mail (support@cartegraph.com) through the CarteGraph Help Desk for technical issues relating to
the use of the Modifications. Telephone support will be available Monday through Friday between the
hours of7:30 a.m.-5:30 p.m. Central time by dialing 800-688-2656, ext. 6200. Technical support is
available for the latest Major Release and one Major Release prior as applicable to Customer's specific
version of the CarteGraph application software that is modified and for the same database in which the
Custom Modifications are deployed. Major Releases are defined as major enhancements to the
CarteGraph application software and are designated by the number to the immediate left of the first
decimal point (e.g. 6.0 is a major enhancement to 5.0) in CarteGraph's published versioning.
c) Term of Agreement: The Initial Term of the Service Support shall be coterminous with Customer's
Maintenance Agreement and shall automatically renew at the end of the Initial Term for unlimited,
successive 12-month Renewal Terms. Customer may terminate Service Support at the end of the Initial
Term or any subsequent Renewal Term by notifying CarteGraph in writing of their intention to do so at
least 60 days prior to the applicable End Date for that term.
d) Maintenance Requirement: Customer must maintain a current Maintenance Agreement as a condition of
Modification Support Service.
e) Scope of Service: The scope of this service offering will be evaluated and expanded, as necessary, for any
additional services for which Customer may contract.
Project Assumptions
Project Services are CarteGraph's not to exceed estimates or fixed fee quotations (see Software and Services
Provided) based on projects of similar size and scope and on Customer's assumption of designated responsibilities.
C0802004
3
City of Shakopee, MN
February 15, 2008
Customer Responsibilities
Customer accepts responsibility for all aspects of project planning, management and execution not specifically
described under Scope of Project. Ongoing management of the day-to-day allocation of Customer resources, and
management of Customer project tasks is the responsibility of Customer. Customer will provide overall guidance
and direction for the project and will direct the project accordingly. Further, and with regard to the CarteGraph
obligations listed under the Scope of Project section, Customer understands that it is vital to the success of the
project that Customer provides assistance in the following matters:
1) For those services listed under Project Services, CarteGraph personnel will conduct information gathering and
evaluation sessions with various Customer users and management. While CarteGraph respects the time and
workload of Customer staff, dedicated time on the part of the appropriate Customer resources is necessary to
complete these exercises.
2) The installation process requires the periodic assistance of Customer personnel and suitable access to hardware
and systems (e.g., security clearance). Customer is encouraged to supervise the installation process while
systems are accessible to CarteGraph. It is assumed all hardware, both Personal Computers and Network and
Database servers, will be installed and operating in a manner that delivery and execution of CarteGraph
Project Services will not be impeded.
3) Customer understands that the successful performance of Project Services depends upon Customer fulfilling
its responsibilities. The Project assumes that Customer will provide all personnel required to achieve a
successful implementation.
4) Customer shall install and network its own hardware and communications and this will not affect the timing or
the delivery of Carte Graph services.
5) Customer will provide Internet access and IT staff support as required.
C0802004
4
City of Shako pee, MN
February 15, 2008
Project Investment
Customer will compensate CarteGraph for the Software Products, Project Services, and Expenses provided
pursuant to this Agreement in the amount listed below.
Software and Services Provided
PROJECT SERVICES: Units Unit Type Total
WORKdirector Modification Services to
expand associate asset event functions in 1 Fixed $7,995.00
Worksheets (#1264)
SUPPORT SERVICESl
Modification Support 1 Fixed Included
TOTAL PROJECT COST $7,995.00
Future years' annual Modification Support Service fees are estimated to be $1,673.00 for all purchased CarteGraph
Custom Modifications described in Project Services.
Additional Services. In the event it becomes apparent to CarteGraph that service efforts detailed in the Agreement
will be exceeded due to any changes in the scope of services required, CarteGraph will notify Customer prior to
exceeding the approved efforts. CarteGraph will also provide such additional professional services, including
consultation services, customization, data conversion, integration services and training sessions, as may be requested
by Customer. In either event, such services shall require advanced written quotation from CarteGraph and
approval from Customer.
Additional Services are available to Customer at the rate of$175 per hour for remote services. CarteGraph's
onsite service rate is $1,450 per day plus travel expenses. All onsite services require a two-day minimum.
Payment Terms and Conditions
In consideration for the Services and Products provided by CarteGraph to Customer, Customer agrees to pay
CarteGraph Software Costs and Professional Service Fees in U.S. Dollars as described below:
1) Delivery: Software Products shall be licensed upon acceptance of this Agreement and Maintenance services
will begin upon licensing of the Software Products. Project Services will be scheduled and delivered upon your
acceptance of this Agreement, which will be considered as your notification to proceed.
2) Invoicing: Invoicing for any given Software Product shall occur upon delivery. Invoicing occurs monthly for
Project Services as they are incurred on the project. Partial billings on fixed fee costs will be invoiced monthly
as incurred.
3) Expenses: In providing the services included in this agreement, CarteGraph shall be reimbursed for any
reasonable out-of-pocket costs, including, but not limited to, travel, lodging, and meals. Out-of-pocket expenses
are billed based on actual costs incurred and are due separately.
4) Payment Terms: All payments are due Net 30 days from date of invoice.
1 Total Fees for Support Services are not-to-exceed figures for the Initial Term of the Support Service Fees. Final
invoicing will be adjusted to reflect a Support Service Term End date that is coterminous with Customer's
existing Maintenance Agreement.
C0802004
5
City of Shako pee, NfN
February 15, 2008
General Terms
This Agreement takes precedence over all attachments in the event of conflicting terms and conditions.
The terms and conditions of any and all Exhibits and Attachments to this Agreement are incorporated herein by this
reference and shall constitute part of this Agreement as if fully set forth herein. Article and Section headings used
herein are for reference purposes only and shall not be deemed a part of this Agreement. This Agreement, together
with all Exhibits and Attachments hereto, constitute the entire Agreement between the parties and supersedes all
previous Agreements including promises and representations, whether written or oral, between the parties with
respect to the subject matter hereof.
1) Limitation Of Liability: Except for damages resulting from bodily injury or patent or copyright infringement,
each party's total liability to the other for damages under this Agreement shall not exceed the total amount of
this Agreement. No action, regardless of form, arising out of this Agreement may be brought by either party
more than one year after the cause of the action has occurred, except that an action for non-payment may be
brought at any time.
2) Disclaimer of Warranties: CarteGraph makes no warranty, representation or promise not expressly set forth in
this Agreement. CarteGraph disclaims and excludes any and all implied warranties of merchantability, fitness
for a particular purpose.
3) Relationship of the Parties: CarteGraph and Customer are independent of each other. This Agreement does
not and is not intended to create in any way or manner or for any purpose an employee/employer relationship or
a principal-agent relationship. Neither party is authorized to enter into agreements for or on behalf of the other,
to create any obligation or responsibility, express or implied, for or on behalf of the other, to accept payment of
any obligation due or owed the other, or to accept service of process for the other. CarteGraph is an
independent contractor, customarily engaged in the performance of similar services for other parties.
4) Severability: The terms and conditions of this Agreement are severable. If any term or condition of this
Agreement or the application thereof to any person or circumstances is held invalid, this invalidity shall not
affect the other terms, conditions or applications which can be given effect without the invalid term, condition
or application.
5) Transfer of Agreement: CarteGraph shall not transfer or assign any of its rights or obligations under the
agreement to any other party without the prior written consent of Customer, which consent may not be
unreasonably withheld.
6) Notices: All notices or communications required or permitted as a part of this agreement shall be in writing and
shall be delivered at the address set forth in this Agreement.
7) Attorney's Fees/Legal Proceedings: In the event of any litigation or other proceeding between the parties
relating to this Agreement, the prevailing party shall be entitled to reasonable attorney's fees and other
reasonable costs incurred in connection therewith and in pursuing collection, appeals and other relief to which
that party may be entitled. This contract shall be construed in accordance with the laws of the State ofIowa.
Venue for any legal proceedings shall be in Dubuque County, Iowa.
All undelivered Project Services shall expire 365 days from the signing of this Agreement.
C0802004
6
City of Shakopee, MN
February 15, 2008
The parties, each acting under due and proper authority, have executed this Agreement as of the day, month and year
written below:
CITY OF SHAKOPEE By
500 Gorman St. Signature
Shakopee,~ 55379
Datel:
Please
Print
Name Title
CARrEGRAPH SYSTEMS, INC. By
3600 Digital Drive Mark Weber, CFO
Dubuque, Iowa 52003
Date1:
1 For this Agreement to be effective and binding, the City of Shakopee and CarteGraph must authorize this
Agreement within thirty (30) business days of each other.
C0802004
7