Proposal - Centricity GIS - 2021-01-05<Mvw;)
Centricity G IS
ASSET MANAGEMENT SERVICES
CONTACT:
Brandon Wright
801-376-8160
bwright@centricitygis.com
PROPOSAL
PLL Support and Configuration
Prepared for:
Costa Mesa Sanitary District
Attn: Kaitlin Tran
290 Paularino Avenue
Costa Mesa, CA 92626
January 5, 2021
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Centricity GIS
ASSET MANAGEMENT SERVICES
Proposal for Costa Mesa Sanitary District
PILL Support and Configuration
January 5, 2021
ContentsTable of
Tableof Contents..............................................................................................................2
Cover Pages/Executive Summary.................................................................................4
Approachand Methodology............................................................................................5
Firm Description & Project Organization.......................................................................7
Qualifications and Past Performance............................................................................9
Fee/Cost Proposal Options...........................................................................................12
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Centricity GIS
ASSET MANAGENIENT SERVICES
Proposal for Costa Mesa Sanitary District
PLL Support and Configuration
January 5, 2021
About Centricity GIS
Introduction
Centricity GIS, LLC is a GIS Consulting
company offering implementation, data, and
application development services. Our
founder, Brandon Wright, has 15 years of
experience in GIS, Asset Management, and
systems integration. All of our technical staff
have at least 5 years of expertise in their
discipline.
In addition to providing services for specific
projects, we are also able to augment an
agency's staff by providing resources such as
programmers, analysts, and technicians on
site.
Centricity GIS is a Cityworks Business
Partner specializing in CMMS and GIS
services for public agencies such as Cities,
Counties, and Water Agencies. As a partner,
we specialize in the implementation of
Cityworks and ESRI technologies. From out
of the box using Esri's ArcGIS for Local
Government solutions to custom PLL
implementations, we can help agencies realize
their return on investment as quickly as
possible.
We are located in Cedar Hills, Utah, about 30
minutes from Cityworks headquarters.
Page 13
Experience.
Centricity GIS is a full -service,
multidisciplinary asset management and
permitting system consulting firm. We provide
consulting services to municipal governments
and private and public utilities.
Our project team will use tried and true
implementation strategies that focus on your
business processes and workflows, system
requirements and training.
Centricity GIS has performed over 50 unique
Cityworks implementations over nearly 17
years in the Asset Management and Permitting
Industry. The flexibility and power of the
Cityworks platform correlates with our
extensive knowledge in system design and
implementation.
Our business process knowledge in permitting
allows us to be efficient and effective during
all of the phases of implementation.
Centricity GIS has in house developers that
focus on core Cityworks integrations and
development tools. We have a history of
integrating with Cityworks for many types of
systems including:
• Customer Account Information
• Financial Systems
• Utility Billing
• SCADA
• AVL
• Citizen Reporting
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Centricity GIS
ASSET NIANAGE.M.-ENT SERVICES
Proposal for Costa Mesa Sanitary District
PILL Support and Configuration
January 5, 2021
1%'r.-'#over Pages/Executive Summary
January 5, 2021
Subject: PLL Support and Configuration
Kaitlin:
This proposal is for providing implementation services for the Cityworks PLL solution.
The Cityworks solution is wholly unique because it is the only system that completely
leverages your GIS parcel records throughout your work process.
This proposal includes the following services:
• PLL Workflow Review Meetings (Virtual)
• Cityworks PLL Database Configuration
o Workflows
■ Configuration
■ Configuration Cleanup
• Inbox Configuration
• Notifications
• Deposits (fees, etc)
• Etc.
■ Public Access Cleanup and configuration
o Crystal Reports
■ Fixing Reports
■ Creation of New Reports
Centricity GIS estimates up to 60 hours of effort (billed as used, not to exceed 60
hours) of PLL Configuration. Centricity GIS rates are $150.00 and to not exceed 60
hours total. We bill monthly with detailed invoices.
Expected start date for PILL Support is January 15, 2021. Expected Finish date of
services for PLL Support is no later than May 1, 2021.
We are very excited about this opportunity. Please let me know if you have any
questions or concerns regarding this proposal.
Sincerely,
Brandon Wright
Founder I President
801-376-8160
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Centricity GIS
ASSET MANAGE e:ENT SERVICES
Proposal for Costa Mesa Sanitary District
PLL Support and Configuration
January 5, 2021
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A. INTRODUCTION
This scope of work identifies the tasks required for the successful improvement
of the District's current Cityworks PLL implementation. Centricity GIS
understands that the following requirements have been identified by the District,
and will be included in implementation:
• PLL Workflow Review Meetings (Virtual)
• Cityworks PLL Database Configuration
o Workflows
■ Configuration
■ Configuration Cleanup
• Inbox Configuration
• Notifications
• Deposits (fees, etc)
• Etc.
■ Public Access Cleanup and configuration
o Crystal Reports
■ Fixing Reports
■ Creation of New Reports
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Centricity GIS
ASSET MANAGEMENT SERVICE'S
Proposal for Costa Mesa Sanitary District
PLL Support and Configuration
January 5, 2021
TASK 1: PLL WORKFLOW REVIEW MEETINGS (VIRTUAL)
Meet with District staff to review workflows that will be created and configured in
the Cityworks PLL Application
Tasks:
1. Meet with District staff to review and understand the City workflows for
Cityworks PLL.
Deliverable Milestones
a. Meeting Notes
TASK 2: PLL WORKFLOW CONFIGURATION AND CLEANUP (VIRTUAL)
Configuration of Cityworks PLL and Cleanup of existing PLL work flows.
Tasks:
1. Configuration of PLL work flows in Cityworks.
a. New Work Flows
b. Cleanup Work Flows
c. PLL Public Access Portal Cleanup
2. Centricity GIS will work with District staff to determine what changes are
needed and upon approval from District, Centricity GIS staff will proceed
with making changes in Cityworks PLL.
3. Crystal Reports
a. Cleanup existing Crystal Reports utilized in Cityworks PLL
b. Creation of new Crystal Reports for PLL
Deliverable Milestones
a. Configuration Changes
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Ci'1tYW.0rks
Centricity CIS
ASSET MANAiGENIENT SERVICES
Proposal for Costa Mesa Sanitary District
PILL Support and Configuration
January 5, 2021
Centricity GIS, LLC is a multi -service organization providing specialized services
in Field Asset Surveying, Geographic Information Systems (GIS) and application
software services. CENTRICITY GIS provides professional services including
consulting, training, staffing and technical support.
We continue to set the standard for high quality GIS Centric and Cityworks
implementation projects, especially in utility industry for Water, Sewer, Storm,
Gas and Electric backed by staff with a wide range of industry and technical
experience having over 15 years of experience in GIS and 25 years in Cityworks
implementation.
CENTRICITY GIS is a Dun & Bradstreet verified business (DUNS
08-085-9425).
Partners:
- Cityworks Business Partner Network
- ESRI Silver Partner
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esri
Partner
Network
Silver
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Centricity GIS
ASSET MANAGEMENT SERVICES
Proposal for Costa Mesa Sanitary District
PLL Support and Configuration
January 5, 2021
Mr. Brandon Wright, founder of Centricity GIS, LLC, graduated with a B.S.
degree in Business Information Systems from the University of Colorado, USA.
He has over 16 years of professional experience in Cityworks and GIS within the
Asset Management industry and has successfully completed over 50 Cityworks
related projects. Most of his project experience is in implementing Cityworks
systems with government agencies throughout United States. His core
competency is in implementing Cityworks Asset Management solutions for
government agencies (Water, Wastewater, Parks & Rec, etc).
Mr. Wright manages the strategic planning, business development and company
operations for CENTRICITY GIS. He also serves as client liaison officer on all the
projects by overseeing scope, schedule, budget and time frame.
Specialties: Asset Management, Data Conversion, and Project Implementation.
PROJECT MANAGEMENT APPROACH:
The CENTRICITY GIS President and Project Manager will attend progress
meetings with the City team to provide status updates for on -going tasks.
CENTRICITY GIS will also submit monthly progress reports and invoices,
accompanied with a detailed delivery report.
Deliverables
• Monthly progress report
• Monthly invoice with detailed delivery report
Software Skills
GIS Software: ArcGIS Desktop, ArcGIS Online, ArcGIS Server, ArcGIS Pro
Asset Management Software: Cityworks PLL and AMS
Databases: Access, SQL Server, Oracle, Geodatabase
Reporting Tools: Crystal Reports, SQL Server Reporting Services
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Centricity GIS
ASSET MANAGEMENTSEWCES
Proposal for Costa Mesa Sanitary District
PLL Support and Configuration
January 5, 2021
Qualifications and Past Performance
The following table shows the combined project experience of our team.
Centricity GIS Reference Sites
Moses Lake, WA►
West Valley City, UT
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Park City, UT
Herrman, UTr
Saratoga Springs, UT
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Rancho Palos Verdes, CA
Las Gallinas Valley Sanitary
District, CA
Redlands, CA
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Cook County, IL
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DDOT, Washington, DC
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Apex, NC
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Houston, TX
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Ruidoso, NM
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Centricity GIS
ASSET MANAGEMENT SERVICES
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Bachelor of Science
Degree, Business
Information Systems,
University of Colorado
Proposal for Costa Mesa Sanitary District
PLL Support and Configuration
January 5, 2021
Brandon Wright
Founder/Project Oversight
Mr. Wright has over 10 years of experience providing Asset Management and GIS
services to public agencies. Mr. Wright has been responsible for directing asset
management projects and addressing logistical and technical concerns. Prior to
working at Centricity GIS, Mr. Wright worked Cityworks for 10 years.
Services include database development/administration and maintenance, map
creation, needs assessment, implementation and integration. Integration services
include integrating GIS databases (SQL Server or Oracle) with other systems such
as Asset Management Systems, Customer Billing, Document Management and
Work Orders. He also provides system training, and general IT consulting services.
Summary of Skills
• Expertise using ESRI's ArcGIS software products, ArcGIS Desktop 10.x,
ArcGIS Server, ArcGIS Online
• Experience in administration of Cityworks AMS & PLL
• Cityworks PLL Administration Training
• Expertise in Mapping, GIS Data Modeling, Systems Integration, Needs
Assessments
• Over 10 years of Project Management experience
• Database experience with SQL Server, Oracle, and Microsoft Access
Representative Projects
• Moses Lake, Washington, Cityworks and PLL Implementation
• Rancho Palos Verdes, Cityworks Implementation
• Vista Irrigation District, Cityworks Implementation
• San Mateo, Cityworks Implementation
• Cook County, IL, Cityworks and PLL Implementation
• Saratoga Spring, UT, Cityworks and PLL Implementation
• Houston, TX, Cityworks Implementation/Expansion
• DDOT (Washington, D.C.), Cityworks Implementation/Expansion
• Columbia, SC, Cityworks Implementation/Expansion
• Lafayette, LA, Cityworks Implementation
• El Paso, TX, Cityworks Implementation/Expansion
• Apex, NC, Cityworks Implementation
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Centricity GIS
ASSET MANAGEMENT SERVICES
MA Degree, Public
Administration,
University of North
Carolina — Chapel Hill
BA Degree, Political
Science, Brigham
Young University - Idaho
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Proposal for Costa Mesa Sanitary District
PLL Support and Configuration
January 5, 2021
Daniel Widenhouse
Product/Project Manager
Mr. Widenhouse has over 7 years of experience providing Asset Management and
GIS services to public agencies. Mr. Widenhouse has been responsible for
overseeing and directing asset management and permitting projects. Prior to
working at Centricity GIS, Mr. Widenhouse has worked for several public agencies
including City of Saratoga Springs, UT and Rexburg, ID and administered their PLL
and AMS systems.
His experience includes PLL and AMS Administration, Cityworks Suite of products.
Database development/administration and maintenance, map creation, needs
assessment, implementation and integration. Project Management skills. Document
Management and Work Orders. He also provides system training, and general IT
consulting services.
Summary of Skills
• Expertise using ESRI's ArcGIS software products, ArcGIS Desktop 10.x,
ArcGIS Server, ArcGIS Online
• Experience in administration of Cityworks AMS & PLL
• Cityworks PLL Administration
• Database experience with SQL Server, Oracle, and Microsoft Access
Representative Projects
• Saratoga Spring, UT, Cityworks and PLL Implementation
o Implemented Cityworks PLL across Building, Planning, Capital
Facilities, and Engineering departments. Built over 150 workflows,
70 case template types, and over 400 task types.
o Implemented Cityworks AMS across Water, Sewer, Streets, and
Parks departments.
o Trained users on Office, Fields, and Mobile modes.
o Trained admin users in Designer and PLL Admin.
o Developed over 50 Crystal Reports for analytics and reporting
needs.
o Integrated Cityworks with CitySourced
City of Redlands, CA, Cityworks and PLL Implementation
o Created over 10 checklists for application review workflows in
Cityworks PLL.
o Wrote technical training materials for basic and admin users.
City of Moses Lake, WA, Cityworks and PLL Implementation
o Wrote Crystal reports for reporting to supervisors.
o Developed PLL workflows and case types for the City.
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Centricity GIS
ASSET MANAGEN 1 ENT SERVKES
Proposal for Costa Mesa Sanitary District
PLL Support and Configuration
January 5, 2021
Fee/Cost Proposal Options
Page 112 Cl`tyworks-��-�'
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Centricity G IS
ASSET MANAGEMENT SERVICES
CONTACT:
Brandon Wright
801-376-8160
bwright@centricitygis.com
PROPOSAL
Storeroom Support and Configuration
Prepared for:
Costa Mesa Sanitary District
Attn: Kaitlin Tran
290 Paularino Avenue
Costa Mesa, CA 92626
January 5, 2021
Ciftyworks"
9
Centricity G IS
ASSET MANAGEMENT SERVICES
Proposal for Costa Mesa Sanitary District
Storeroom Support and Configuration
January 5, 2021
Tableof Contents .............................................................................................................. 2
Cover Pages/Executive Summary ................................................................................. 3
Approachand Methodology ............................................................................................ 4
Fee/Cost Proposal Options ............................................................................................. 6
Page 12
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Centricity GIS
ASSET MANAGEMONT SERVICES
Proposal for Costa Mesa Sanitary District
Storeroom Support and Configuration
January 5, 2021
Cover Pages/Executive Summary
January 5, 2021
Subject: Storeroom Support and Configuration
Kaitlin:
This proposal is for providing implementation/configuration services for the Cityworks
Storeroom solution. The Cityworks solution is wholly unique because it is the only
system that completely leverages your GIS records throughout your work process.
This proposal includes the following services:
Cityworks Storeroom Database Configuration
o Workflows
■ Barcoding Work Flows
Is (Does not include purchasing of Barcode Stickers)
■ Crystal Reports for Barcoding setup
■ Training (Onsite)
■ System (Storeroom Configuration)
■ Storeroom Work Flow processes
Centricity GIS estimates up to 40 hours of effort (billed as used, not to exceed 40
hours) of Storeroom Configuration. Centricity GIS rates are $150.00/hr. We bill monthly
with detailed invoices.
Expected start date for Storeroom Support and Configuration is January 15, 2021.
Expected Finish date of services for Storeroom Support and configuration is no
later than June 1, 2021.
We are very excited about this opportunity. Please let me know if you have any
questions or concerns regarding this proposal.
Sincerely,
el —
Bra don Wright
Founder I President
801-376-8160
Page 13
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Centricity GIS
,ASSET MANAGEPOENT SERVICES
Proposal for Costa Mesa Sanitary District
Storeroom Support and Configuration
January 5, 2021
A. INTRODUCTION
This scope of work identifies the tasks required for the successful improvement
of the District's current Cityworks Storeroom implementation. Centricity GIS
understands that the following requirements have been identified by the District,
and will be included in implementation:
• Cityworks Storeroom Database Configuration
o Workflows
■ Barcoding Work Flows
• (Does not include purchasing of Barcode Stickers)
■ Crystal Reports for Barcoding setup
■ System (Storeroom Configuration)
■ Storeroom Work Flow processes
o Training (Onsite)
Page 14
Cltyvwurks,�'
Centricity GIS
ASSET MANAGEMENT SERVICES
Proposal for Costa Mesa Sanitary District
Storeroom Support and Configuration
January 5, 2021
TASK 1: STOREROOM WORKFLOWS SETUP (VIRTUAL)
Meet with District staff to review workflows that will be created and configured in
the Cityworks Storeroom Application
Tasks:
■ Barcoding Work Flows
• (Does not include purchasing of Barcode Stickers)
■ Crystal Reports for Barcoding setup
■ System (Storeroom Configuration)
Deliverable Milestones
a. Configuration
b. Meeting Notes
TASK 2: STOREROOM TRAINING (ONSITE)
Cityworks Storeroom Training
Tasks:
1. Storeroom training for staff users.
a. Barcode Creation
b. Work Flows (Storeroom issuing of Materials)
c. Storeroom "Stock on Hand" maintenance
Deliverable Milestones
a. Training
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Centricity GIS
ASSET MANAGEMENT SERVICES
Page 16
Proposal for Costa Mesa Sanitary District
Storeroom Support and Configuration
January 5, 2021
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ASSET MANAGEMENT SERVICES
CONTACT:
Brandon Wright
801-376-8160
bwright@centricitygis.com
PROPOSAL
GIS and Cityworks CMMS Support
Prepared for:
Costa Mesa Sanitary District
Attn: Kaitlin Tran
290 Paularino Avenue
Costa Mesa, CA 92626
January 5, 2021
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Centricity GIS
ASSET MANAGEMENT SERVICES
Proposal for Costa Mesa Sanitary District
GIS and Cityworks CMMS Support
January 5, 2021
Tableof Contents..............................................................................................................2
Cover Pages/Executive Summary.................................................................................3
Approachand Methodology............................................................................................4
Fee/Cost Proposal Options.............................................................................................5
Page 12 09 An
CityWorks-z
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Centricity GIS
ASSET MANAGPOENT SERVICES
Proposal for Costa Mesa Sanitary District
GIS and Cityworks CMMS Support
January 5, 2021
Cover Pages/Executive Mr
ry
January 5, 2021
Subject: GIS and Cityworks CMMS Support
Kaitlin:
This proposal is for providing support for GIS and Cityworks solutions. The Cityworks
solution is wholly unique because it is the only system that completely leverages your
GIS records throughout your work process.
This proposal includes the following services:
• GIS Support Services
o GIS Server Maintenance/Updates
o GIS Server Move (if needed) from AWS to another server
■ If Centricity GIS needs to host CMSD GIS additional server costs
will be added.
o GIS updates
■ Sewer Assets
■ Parcels
■ Etc
o General GIS Support
• Cityworks CMMS Support
o Cityworks GIS setup/support
o Configuration changes/support
o Cityworks Inbox Configuration setup
o Crystal Reports
o Troubleshooting/Performance issues
o General Cityworks Support
Centricity GIS rates are $150.00/hr. We bill monthly with detailed invoices.
Expected start date for GIS and Cityworks CMMS Support is January 10, 2021.
We are very excited about this opportunity. Please let me know if you have any
questions or concerns regarding this proposal.
Sincerely,
Bran on Wright
Founder I President
801-376-8160
Page 13
Cltyvwworks ' �
Centricity GIS
ASSET MANAGEMENT SERVICES
Proposal for Costa Mesa Sanitary District
GIS and Cityworks CMMS Support
January 5, 2021
A. INTRODUCTION
This scope of work identifies the tasks required for the successful improvement
of the District's current Cityworks CMMS Implementation and GIS Setup.
Centricity GIS understands that the following requirements have been identified
by the District, and will be included in implementation:
• GIS Support Services
o GIS Server Maintenance/Updates
o GIS Server Move (if needed) from AWS to another server
o GIS updates
■ Sewer Assets
■ Parcels
■ Etc
o General GIS Support
o Coordination of GIS support/server switch, etc
• Cityworks CMMS Support
o Cityworks GIS setup/support
o Configuration changes/support
o Cityworks Inbox Configuration setup
o Crystal Reports
o Troubleshooting/Performance issues
o General Cityworks Support
Support will be initiated and approved by Costa Mesa Sanitary District prior to
Centricity GIS starting any work.
Page 14
Cityworks
Centricity GIS
ASSET MANAGEN TENT SERVICES
Page 15
Proposal for Costa Mesa Sanitary District
GIS and Cityworks CMMS Support
January 5, 2021
Fee/Cost Proposal Options
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