HomeMy WebLinkAboutC2024-182 - 9/3/2024 - Approved Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
Ax *1 M
GEOSPATIAL City of Corpus
Christi, TX
\ ArcGIS Utility Network
Implementation for Water
e and Wastewater
TX DIR Contract #:
DIR-CPO 4503
Vendor I D:
392044368
1 ��
Proposal Submitted by:
Greg Hymel
greg.hymel@aximgeo.com
205.725.5858
Axim Geospatial, LLC
100 QBE Way, Suite 1225
Sun Prairie, WI 53590
1 ��
Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
), Axim
GEOSPATIAL
August 12, 2024
Rebecca C. Basquez
IT GIS Manager
Information Technology
City of Corpus Christi, TX
Dear Rebecca,
Axim Geospatial, LLC (Axim) is pleased to submit our proposal for the ArcGIS Utility Network
Implementation project for your water and wastewater systems. For over 31 years,Axim's core business
has been location technology. We are the largest singular provider of end-to-end geospatial services
and solutions in the U.S. serving the communities in which we live.
Why Select the Axim Team?
Most Qualified Water Utilities Experience: Axim is an Esri Platinum Partner, currently serving over 50
water utilities and local public works departments today with Esri platform implementations and system
integrations. We were one of the first services partners to earn Platinum Business Partner status and we
were the first Esri business partner with a water utility focus to earn the Utility Network Management
Specialty Designation. Our experience is unparalleled, and we have facilitated the largest UN
implementations in the country including Austin Water, Charlotte Water, Houston Water, and others.
Breadth and Depth of Experience: Our core business is everything GIS and with over 400 geospatial
professionals on staff, Axim is prepared to handle any aspect of the project that arises. Axim has earned
multiple Esri Specialty Designations and when it comes to a full suite of GIS services; Asset Management,
Data Services, Integrations, Next Generation GIS Assessments, Application Development, and Cloud
Managed Services we are unmatched in the industry.
Proven Methodology and a High level of Confidence for Success: Axim has worked closely with Esri to
immerse into and influence the UN for the water domain and we have extended that partnership to bring
that same synergy into strategic client engagements. We have a demonstrated and proven methodology
to successfully implement the UN for large Water Utilities and an experienced staff dedicated solely to
this practice.
Please contact me if you would like additional information. We look forward to working together for the
successful accomplishment of this project.
Sincerely,
Greg Hymel
Senior Account Executive, Axim Geospatial
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Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
), Axim
GEOSPATIAL
BACKGROUND
Understanding and managing water infrastructure is difficult and requires a dedicated team of
professionals, complex processes, and sophisticated technologies. The most successful agencies rely on
GIS as the center of the technology landscape, serving as a hub through which other enterprise systems
integrate and offering critical data analytics and visualizations to support operations.
GIS constantly evolves to support organizations better, deliver against customer requirements, and help
prevent emergencies. Esri's ArcGIS Utility Network(UN) is a significant step forward in the evolution of an
enterprise GIS for water utilities in terms of production capabilities and emergency response. Unlike data
model migrations of the past, the UN represents a broader technology paradigm shift. The City of Corpus
Christi has recognized both the value and the need to implement the UN and has offered a comprehensive
and thoughtful requirement to solicit support from a qualified partner.
Axim understands the complexities and nuances of the implementation process and the impact this
transition can have on an organization. We were the first Esri Business Partner to earn the Utility Network
Management Specialty designation and have completed the largest UN implementations in the country
to date, including Austin Water, Charlotte Water, and the City of Houston. We have supported more than
40 clients and 70 systems (e.g., water, wastewater, stormwater, reclaimed) in transitioning to and
adopting the UN.
As an Esri business partner since our founding more than 30 years ago and as one of only 17 Platinum
partners in the US,Axim has had the opportunity to help shape countless enterprise GIS programs.Within
that context, we have provided industry and client-leading data modeling and implementation services
ranging from the Federal Spatial Data Standards for Infrastructure and Environment (SDSFIE) to localized
adoption of the Esri Local Government Information Model (LGIM) and the ArcGIS for Water (AG4W)
initiative. In fact,Axim participated in the beta programs for both the LGIM and the ArcGIS Utility Network
(UN) Frameworks (Water Domain). In each case, Axim was among the very first Partners to implement
the respective models for functional adoption.
Fortunately,Axim has a dedicated team of professionals who focus on the UN,specifically within the context
of water utilities. Relying upon our knowledge of past migrations, we understand the unique challenges for
the water industry and have established a successful approach to deliver comprehensive services. We have
also adapted our services to each client to address budgetary constraints to leverage client capacity and skill.
To that end, we have proposed and performed co-implementation services for some clients, through which
we identify workshare opportunities and distribution of technical responsibility with Axim staff providing
leadership,guidance, and supplemental capacity along the way.This demonstrates a flexible and innovative
perspective on services and may also represent an opportunity for cost savings.
Our experience with UN implementations has also demonstrated and leveraged the full value of our
landscape of business partnerships. We introduced our Platinum partnership with Esri above, through
which our team has been able to both learn through collaboration with the Esri UN team and influence
the trajectory of UN design, functionality, and experience. Esri has partnered with Axim in several UN
engagements to provide complementary expertise related to architecture design, deployment patterns,
and UN performance. Additionally, Axim is a business partner with Safe Software, developers of the FME
data translation and automation engine that has proven valuable to UN implementation and technical
strategy. Utilizing the FME data translation process decreases errors and the time to complete the process.
Further, Axim is the only partner with SSP Innovations authorized to use and sell SSP Sync, a tool
specifically designed to support a transitional adoption period for organizations unable to make a full leap
Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
Axim
GEOSPATIAL
into the UN. We are also a Platinum Implementation Partner with Cityworks, an industry-leading GIS-
centric work and asset management platform compatible with the UN. Again, asset management is not
part of the core scope but reflects our commitment to synergistic technologies and a natural alignment
with water infrastructure management.
Our corporate mission is grounded in using geospatial solutions to empower our clients to make the world
a smarter, safer, and better place to live. In doing so, we aspire to establish lasting partnerships through
which our clients,and the City,can confidently pursue organizational goals and vision backed by the entire
experience and expertise of Axim Geospatial.
SOLUTION EXPERIENCE Qesri
Partner Network
Esri Partnership
Axim is one of only 17 firms globally that have attained the level of Esri Platinum Partner. Less than 1%
of Esri partners worldwide have achieved this highest tier of distinction. Working with a Platinum partner
gives the City unrivaled access to premium-level support with Esri. We have been an Esri Business Partner
for 30 years, and our State and Local Government business unit is closely aligned with their vision and
initiatives. In addition to Platinum Partnership,Axim has achieved Esri specialty status for several solutions
and Esri product areas:
ArcGIS Utility Network Management Specialty. GIS-based network
Owl Utility Network Managementmanagement for utilities, the new Utility Network (UN) management
- `LEI=•etael tl
tool provides more functionality, added flexibility and advanced access
to data.Axim is the first Esri partner to receive the UN partner specialty
designation for water utilities.
' State and Local Esri State and Local Government Specialty. This specialty is awarded to
'I Gouernrnent
partners specializing in and have a substantial track record of success
with developing and configuring ready-to-use solutions for local and
state government clients.
Indoor GIIS ArcGIS Indoors. A complete indoor mapping system for connecting
Specialty workspaces with employees and visitors.
ArcGIS Cloud Services ArcGIS Cloud Services. With the maturity of business systems comes a
need for flexible and agile cloud environments and hybrid
environments for business continuity and resiliency.
ArcGIS Hub ArcGIS HUB.A community engagement platform that organizes people,
Specialty data, and tools through information-driven initiatives.
ArcGIS System Ready. Awarded to partners that adopt the latest Esri
ArcGIS System Ready technology, migrate their offerings in a repeatable practice, and have a
well-trained staff to support the latest Esri software releases.
Our Esri Platinum Partnership significantly benefits our clients, including enhanced professional services
and industry knowledge. It allows us to provide Esri Certified Professional Trainers and to procure new
software licenses for the entire Esri software portfolio and affords Axim premium support to elevate
technical requests that other companies cannot access. We have regular interfaces with the Esri Product
Teams and Professional Services Team to share experiences, discuss best practices, help define upcoming
capabilities, and gain insight into new technologies that will soon be available for public consumption.
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Esri ArcGIS Utility Network Experience
Axim has worked with Esri in enhancing and migrating their customers (and ours) into the ArcGIS Utility
Network (UN). We were the first partner to achieve Esri's Utility Network Specialty Designation focusing
on water domains. In addition, we have significant experience in UN planning and implementation for
local government agencies throughout the US,as shown in the table below.
ProjectWater
in
Axim - Current
41
Aiken County,SC(Aiken,SC) SW Complete ✓ ✓
UN Readiness Assessment
City of Ames,IA(Ames,IA) Ongoing
UN Jumpstart
Aqua Water Supply Corp(Bastrop,TX) W Complete w/Ongoin ✓ ✓ ✓ ✓ ✓
UN Transition Planning&Implementation Support Services
Arapahoe County,CO(Littleton,CO) W Complete ✓ ✓
UN Readiness Assessment WW
Austin Water(Austin,TX) W Complete w/Ongoin ✓ ✓ ✓ ✓ V
UN Transition Planning&Implementation WW Support Services
Austin Watershed Protection(Austin,TX) W Complete w/Ongoin ✓ ✓ ✓ ✓
UN Readiness Assessment&Migration Support Services
Calvert County,MD(Prince Frederick,MD) W WW Complete VI/ ✓
UN Readiness Assessment '
Charlotte Water(Charlotte,NC) W Complete w/Ongoin ✓ ✓ ✓ ✓ ✓ ✓
UN Implementation WW Support Services
Charlotte Storm Water(Charlotte,NC) SW Ongoing ✓ ✓ ✓ ✓ ✓
UN Implementation
Clayton County Water Auth.(Morrow,GA) W,WW Complete ✓ ✓ ✓ ✓
UN Readiness&Cityworks Integration SW
Columbus Water Works(Columbus,GA) W Complete
UN Planning
City of Corpus Christi,TX(Corpus Christi,TX) W Complete
✓ ✓
UN Readiness Assessment WW
Eastern Mun.Water District(Perris,CA) W Ongoing ✓ ✓
UN Architecture Review&Imp Planning
Gainesville Regional Utilities(Gainesville,FL) W Ongoing ✓ ✓
UN Readiness Assessment WW
City of Galveston(Galveston,TX)UN W WW SW Complete ✓ ✓
Readiness Assessment and Imp Planning '
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Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
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City of Goldsboro(Goldsboro,NC) W Complete w/Ongoin ✓ ✓ ✓ ✓
UN Migration Assistance WW Support Services
City of Hastings(Hastings,NE) W Complete w/Ongoin ✓ ✓ ✓
UN Jumpstart&Technical Coaching WW Support Services
City&County of Honolulu Environmental WW Complete w/Ongoin
Services(Honolulu,HI) Support Services ✓ ✓ ✓
UN Readiness Assessment&Imp Plan
City&County of Honolulu Board of Water IN Complete
Supply(Honolulu,HI) ✓ ✓
UN Readiness Assessment&Imp Plan
City of Houston(Houston,TX) SW Ongoing ✓ ✓
UN Model Migration&Implementation
Kansas City Water(Kansas City,MO) W Complete ✓ ✓ ✓ ✓ ✓
UN Planning&Migration
Lake County(Waukegan,IL) W Complete w/Ongoin ✓ ✓ ✓
UN Support WW Support Services
McCarran Airport(Las Vegas,NV) W Complete
UN Readiness Assessment
City of Mercer Island(Mercer Island,WA) Complete w/Ongoin ✓ ✓
UN Jumpstart W' Support Services
City of Midland,TX(Midland,TX) W Complete ✓ ✓
UN Readiness Assessment
New Ulm Public Utilities(New Ulm,MN) W Complete ✓ ✓ ✓
UN Migration Assistance&Troubleshooting WW
Village of Niles(Niles,IL) W Complete ✓ �, ✓
UN Workshare Implementation
Opelika Utilities(Opelika,AL) Complete w/Ongoin ✓ ✓ ✓ ✓ ✓
UN Transition Planning&Implementation W Support Services
Providence Water Supply(Providence,RI)UN W Complete ✓ ✓
Readiness Assessment&Imp Plan
San Antonio Water Supply(San Antonio,TX) W WW SW Complete w/Ongoin ✓ ✓ ✓ ✓ ✓
UN Readiness Assessment&Imp Plan Support Services
City of St.Petersburg,FL(St.Petersburg,FL) W Ongoing ✓ ✓ ✓
UN Readiness Assessment
SSP/ALLETE(Duluth,MN) W Complete �, ✓ ✓
UN Support&Migration
Veolia North America(Boston,MA) Complete w/Ongoin
UN Implementation Study W Support Services ✓ ✓ `� '�
Western Muni.Water District(Riverside,CA) W WW SW Complete w/Ongoin
UN Readiness Assessment&Imp Plan Support Services
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Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
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IMPLEMENTATION PLAN AND METHODOLOGY
Statement of Understanding
The City of Corpus Christi recognizes the value of investing in location technology to manage,analyze, and
visualize data to support business processes and organizational missions. Over time, as location
technology platforms and solutions advance, incremental adjustments and updates are periodically
replaced by sweeping transformation. Such is the case for implementing the ArcGIS Utility Network(UN).
As the foundation of a program and a defining contributor to success,the transition requires a great deal
of strategy and planning.
The City adopted the geometric network with ArcGIS Desktop (ArcMap) and third-party systems
developed to facilitate and streamline network editing, supporting operations, and maintenance
workflows. The geometric network was an effective model for many years and technically remains so
today. Still, the structure has also been slated for deprecation, triggering organizations nationwide to
consider the eventual replacement by the ArcGIS Utility Network.
The UN's structural,functional, and operational design genuinely represents a significant transformation
in the technological paradigm that supports utilities and infrastructure GIS programs. The magnitude of
this transformation is expected to be as impactful and powerful as those from paper-to-digital and CAD-
to-GIS. The underlying geodatabase model will change fundamentally, but the shift from a database-
focused architecture to a service-oriented architecture will provide the foundation for contemporary GIS
best practices and solution innovations for years to come. Present desktop solutions will be replaced by
ArcGIS Pro, requiring users to reorient to software interfaces and standardize operating procedures, and
configurations/integrations with asset management systems will need to be updated.
We understand the City of Corpus Christi is looking for a partner to help facilitate and define the pathway
for successfully adopting the ArcGIS Utility Network. Through a UN Readiness Assessment, Axim has
already engaged City staff to understand the current technology and data landscape through a data and
system architecture review to produce documentation to guide subsequent UN implementation. Our
approach will be holistic and encompass architecture and environment, not strictly data, to help ensure
the resulting system is responsive and capable of performing to standards and expectations.Axim will also
focus on the data, schema, and transformation process in preparing for the translation processes and
target structure to support existing data and ongoing business processes. To validate our understanding
and the resulting output, we will facilitate a pilot implementation targeting a subset of the data and
evaluating migrated data, workflows, and technical architecture. After completing a successful pilot
initiative, Axim will facilitate the City's transition and deployment of SSP Sync to support a publication
version of the ArcGIS Utility Network.This transition includesthe implementation,adoption,training,data
migration, and corresponding production release support.
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Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
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Conceptual Approach
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ASSESSMENT PLANNING&DESIGN IMPLEMENTATION TESTING DEPLOYMENT
At a high level, all implementations of the ArcGIS Utility Network follow the pattern above. Data and
readiness assessments lead to data preparation, database design, data mapping, and migration tool
configuration.Technical readiness assessments lead to staff preparation, architecture design, integration
planning, and asset business rules. As these two paths merge, a series of one or more pilot
implementations include advanced configuration, network validation, integration development, and
potential design refinements. Finally, user acceptance testing must be established before final data
migrations and the system go-live.This pattern has proven successful for Axim clients from a wide variety
of scales and vendor support strategies.
Detailed Approach
Corpus Christi has thoughtfully articulated the desired outcome for project deliverables and documentation.
To describe how Axim will execute the project,our proposal follows a chronological narrative of our project
approach. Each phase is essentially dependent on the successful completion of the predecessor and,as such,
will be considered to occur in strict sequence unless otherwise coordinated and mutually agreed upon.
Nanning and Analysis
The Planning and Analysis phase is an umbrella of project management and coordination tasks throughout
each phase of the project's lifecycle.
Project Management Approach
Axim employs two interwoven tracks to help ensure success. First,we bring a proven project management
approach that establishes controls and ensures communications and delivery.Second,we offer a technical
approach tailored to the scope of services through which our expertise is translated into solutions. The
following sections provide an overview of our project management approach and a task-level breakdown
of the technical approach.
Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
), Axim
GEOSPATIAL
Each project engagement with Axim is structured according to five phases that have proven adaptable
and repeatable and can reliably produce successful results. In the case of the proposed project with the
City of Corpus Christi, we will leverage the established five phases to manage the overarching project and
provide the structured approach necessary to guide the successful execution of each task.
• Planning & Analysis: The Planning & Analysis phase starts our project lifecycle and sets the broad
execution parameters. It is communication-centric, beginning with the project kickoff meeting and
scheduling the project reviews. Axim will review the project's budget and schedule and establish
project controls, including a client satisfaction survey when the project is complete.
• Design:The Design phase is the point in the project during which our UN team gathers information
and documentation to guide the course of the effort. We will focus on establishing the background
that will drive the project forward, which is a critical step before moving on to the development
process. We work on relevant considerations such as functional requirements, database design,
configuration requirements, system architecture, and compiling or creating all associated
documentation.
• Development: Although this is not a traditional development project, in the sense of coding or
programming,we consider Development to encompass more generically the core effort of a project
that centers on the primary deliverables. Development can also be considered a reference to the
environment, in a way, since much of the work completed within this phase would be carried out in
a lower tier from any production system to mitigate the potential for end-user disruption.
• Testing & Acceptance: Testing and Acceptance will imply a narrower development-centric
perspective. This phase addresses all aspects of QA/QC, deliverable review, and acceptance. This
includes time to orient power users to the new system for adequate testing. This phase is vital and
distributed into each task, with each core deliverable undergoing an internal and external review
before eventual acceptance.
• Implementation: Implementation is incorporated into each phase and refers to finalizing,
presenting,and distributing all deliverables. Certain aspects or tasks of the Development Phase may
be repeated to construct the necessary target environment. Still, much of the core deployment
effort will be specific to the system or product(s) being released. A vital part of the Implementation
phase may be a more formalized orientation for users to the new environment.
Project Initiation
One of the first steps in the proposed project is a kickoff meeting between Axim and the City of Corpus
Christi project management team intended to facilitate introductions, briefly review the scope, and
initiate coordination for the project. Axim will prepare a meeting agenda, outline a project management
plan,and draft initial documentation regarding communications, responsibilities,and protocols governing
the project. Summary documentation and a detailed project plan will be provided to the City of Corpus
Christi Project Manager following the kickoff meeting.
We will establish monthly recurring status meetings at the kickoff meeting to identify upcoming tasks,
review decision points,and discuss the project's overall status.Technical calls will be scheduled separately
with the appropriate stakeholders as needed. Axim will provide a monthly written status report detailing
information on schedule and budget progress, tasks completed, risks, upcoming milestones, etc.
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Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
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Project Schedule
Axim anticipates an overall duration of approximately 24 months to complete this project scope. While
the schedule is flexible, testing, user training, and final implementation tasks generally occur in a short
sequence to complete the project. This project narrative will primarily describe the process for the water
system, though the same process applies to the wastewater system. Important points of differentiation
will be noted. Generally, while hosting a combined kickoff meeting, Axim expects to initiate tasking for
the wastewater system approximately 9-12 months after the water system. The project team may
collectively decide to adjust the schedule during the project kickoff meeting.
Significant milestones and project activities for each system can generally be summarized as follows:
• Project Initiation (2-4 weeks)
• Requirements Workshops and Documentation (1-2 months)
• Geodatabase Design (2-3 months)
• Environment Support(2-4 weeks)
• Data Migration Planning and Configuration (2-3 months)
• Implementation Testing and Training (2-3 months)
• Final Implementation (1-2 months)
Deliverables
• Project kickoff meeting
• Project management plan
• Communication plan
• Project status reporting
The Design phase serves as the point in the project during which the team gathers information and
documentation that will guide the core effort to follow. The Design phase generally includes initial data
mapping, data readiness assessment, system architecture review, database design, and detailed data
mapping.
Readiness Assessment and Implementation Plan
As part of a previous project engagement, Axim reviewed the City's data and technical environment,
resulting in a Data Readiness Assessment report.The City has since been referencing the report to guide
its initial data cleanup efforts. Additionally, in collaboration with City staff, Axim prepared an
Implementation Plan providing high-level direction on the sequence of events, general processes, and
technical considerations for implementation.
As noted in the Plan, schematic adoption and data migration efforts do not commonly impose a software
update on organizations directly.There are, however,sometimes indirect or peripheral impacts that force a
system upgrade. For example, adopting the ArcGIS Utility Network may affect the software and hardware.
Unlike more traditional structures,such as Esri's water model with a geometric network,the official release
of the ArcGIS Utility Network requires that users interface with the model at the desktop tier using a
minimum of ArcGIS Pro 2.9 and ArcGIS Enterprise 10.9.1 (Server, Portal, Data Store, and Web Adaptor).
Therefore, Axim strongly recommends implementation on the official Utility Network Management
Release (NMR) for the most stable and long-term support. Notably, NMR 2 was released in early 2023,
requiring ArcGIS Enterprise 11.1 and ArcGIS Pro 3.1.Axim has recommended this foundation for the City.
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Local Development Environments
Until the Testing phase, Axim will work primarily within our local server environment and file
geodatabases (FGDB). The City of Corpus Christi will provide a complete export of the current water and
wastewater geodatabases. This source data will be deployed to our servers for review, design, and
migration activities. While the pilot implementation activities will focus on a subset of the data, Axim
needs to be able to review the complete database schema and holistically test for and anticipate migration
scenarios that may occur outside the designated pilot area.
The City of Corpus Christi will continue to edit and maintain its source data while Axim works against this
static data version.This static dataset will be used until the final Implementation phase when the City will
cease production editing activities and provide Axim with a complete, current export of the geodatabase.
At specific points throughout, Axim may request a refreshed export of source data for more effective
testing or configuration efforts. The intermediate data migration output and end-user products will be
deployed to the City of Corpus Christi servers at appropriate times for the pilot, testing, and final
implementation phases.
Database Design
Database design is facilitated through data modeling workshops, design documentation, database
building, and final data mapping.
Data Modelling and Design Workshops
After completing the Data Readiness Assessment, the City began its data cleanup work. In parallel with
that effort, the City is now ready to start designing its UN database schema. Axim will first map the City's
existing source geodatabase features, attribute fields, and attribute values to the base UN asset package
provided by Esri for the water domain. We assume this will be at Esri's official Network Management
Release (NMR) available at the time of implementation. Presently, that is ArcGIS Enterprise 11.1, ArcGIS
Pro 3.1, and version 6 of the UN.
In preparation for a Design Workshop, Axim will begin mapping the City water and wastewater data to the
respective ArcGIS Utility Network data models through feature class and attribute crosswalks. Usually, this
is performed through standardized spreadsheets, often used directly as the configuration for the extract,
transform, and load (ETL) migration tools. These Data Mapping crosswalks map the source data to the new
design at both the feature class and attribute levels, even so far as mapping specific domain values. Axim
will prepare the draft mappings to facilitate the data modeling workshop discussions.These discussions will
allow Axim and the City to focus on verifying the feature, attribute, and domain mappings while identifying
items requiring extension from the base model.After the workshops,Axim will finalize these Data Mapping
crosswalks and provide them for client review and approval. Axim will initially populate these spreadsheets
according to our experience and then anticipates a good amount of discussion during this phase to revise in
preparation for the migration. Before the workshop, Axim will also host a brief UN Overview meeting to
provide City staff with introductory information,allowing additional City staff to get oriented to the ArcGIS
Utility Network. This initial overview is essential to lay the groundwork for understanding some of the
technical and business drivers of the UN framework that may influence later data design and mapping
decisions.
Once the initial Data Mapping crosswalk spreadsheets are prepared, Axim proposes sending two of our
staff members intimate with the data modeling process, contemporary data models, and, most
importantly,the ArcGIS Utility Network framework to facilitate a 1%-day onsite Data Modeling and Design
Workshop. Axim will coordinate with the City project management to identify and schedule the
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participating stakeholders.Still,we assume that local access to calendars will allow City staff to take a lead
role in the logistics.The agenda for the onsite workshop will be finalized collaboratively with the City and
will be considerate of schedules and availability. Note that the water and wastewater systems will each
have separate onsite workshops.
We expect to discuss data-related technical requirements surrounding the water and wastewater utility
systems during the workshop, including business system dependencies. These discussions also include
desired UN functionality, including business rules, tracing, and diagrams. Based on experience, we
recognize that not all groups require equal time, and the agenda will be adjusted accordingly. After
completing these initial requirement discussions,the remaining time will be spent on the database design
requirements and detailed data mapping. The detailed data mapping is intended to identify and address
places where the base Esri model must be extended for City use, including additional feature types,
attributes, and domain values. Any openings in the schedule will be leveraged to conduct summary
conversations or can be used to facilitate broader conversations on technology conventions and standards
that span all units. After the workshop,Axim will prepare a brief Workshop Summary document to review
the meeting agenda and key findings, allowing the City to confirm we adequately captured the most
important points of the discussions.
Design Documentation
The steps following the delivery of the workshop results are interpreting and translating those
observations into the data model. Some requirements that result from the discussions will not
immediately impact the eventual data model but may require process considerations. As we review data
and processes with many clients, the existing structure can readily accommodate some perceived data
model limitations with a deviation in workflow or process. Likewise, standard operating procedures and
database management practices often emerge during any discussion regarding data. These topics and
their impact on the City will be noted in the design documentation, with a potential reference to
remediation.Still,if the effect does not directly influence the data model,we will not elaborate extensively.
Designing the specifics for business system integrations is not within this project's scope. Instead,general
requirements to support those integrations will be noted while avoiding the specific technical
implementation needs.
At this stage, Axim is ready to create a Database Design document detailing the proposed database
schema resulting from the data modeling workshops. This documentation will primarily be an Excel
spreadsheet detailing all features,attribute fields,attribute values,and domains. In addition,a supporting
Word document narrative will explain key points and aid the spreadsheet's navigation. Axim will provide
a review meeting to walk through the Database Design documentation.The City must thoroughly review
the design and provide any comments to Axim within five working days. Upon conclusion of the review
period,the City will provide Axim with a single source of consolidated feedback.Axim will track, review,and
address the City's feedback as appropriate in Jira and prepare finalized versions of the Data Mapping
Crosswalk spreadsheets and Database Design document. When revisions are complete, Axim will
coordinate with the City to begin the database build and migration processes.
We have helped numerous utilities undertake similar implementations and ultimately approach the
projects from a location technology and enterprise GIS perspective. As a result, we see our projects as
partnerships with our clients rather than client-vendor contracts. Our domain expertise and
understanding of best practices provide for strong collaborations when combined with our clients'
expertise in their respective industries.This creates a strong relationship that has generated much of our
success and has allowed us to retain a singular, company-wide focus on GIS. In addition, we will rely on
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), Axim
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the City's expertise in other specialized areas, such as engineering principles, to articulate related
underlying requirements, which we can help encapsulate within the data model.
Deliverables
• Initial Data Mapping Crosswalk spreadsheets
• UN Overview meeting
• Onsite Data Modelling and Design Workshop(1%-day,two Axim Solutions Engineers):water data,
technical environment
• Onsite Data Modelling and Design Workshop(1%-day,two Axim Solutions Engineers):wastewater
data, technical environment
• Workshop Summary documentation
• DRAFT Database Design documentation
• Client Review meeting
• FINAL Database Design documentation
• FINAL Data Mapping Crosswalk spreadsheets
• Client acceptance
Dempinnmant PIS?c!:
The Development phase is the initial implementation of the technical design.This phase consists primarily
of data migration and pilot UN configuration for the water and wastewater systems, with opportunities
for the City to review and approve the database builds. This work will be completed primarily through
distributing file geodatabases and providing knowledge transfer to the City's core GIS users. The phase
concludes with preparing the City's Enterprise development environment with SSP Sync and the ArcGIS
Utility Network.
It is imperative the City plan for adequate time and focus during the client review periods of the
Development phase. The schema design and configured UN functionality must be thoroughly tested and
approved through iterative pilot implementations while the UN is still in an FGDB format. In this manner,
the UN is tested, and users become accustomed to its use through a single-user ArcGIS Pro deployment.
Here, design adjustments must be made and verified before deployment into an Enterprise environment
during the Testing phase. In some sense, the UN configuration is tested and verified in a file geodatabase
before the workflows and services are tested during the Enterprise deployment.
Data Migration
Data Migration consists primarily of the database mapping, database build, configuration of the SSP
Sync extract, translate, and load (ETL) tool, and initial runs of the tool. The data migration process will
result in the first of two intermediate migrations in file geodatabase format during the Development
phase before a complete migration to Enterprise environments supporting the final Testing and
Implementation phases.
Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
), Axim
GEOSPATIAL
Database Mapping and Build
Schema Crosswalk
Documentation
Table A
Field I
Field I
Field 2
Field
- 4.r
The geodatabase design task is a relatively straightforward, if time-consuming, task. First, Axim will craft
the foundational UN schema and modify or extend it as directed by the finalized Database Design and
Data Mapping crosswalk documents.
Axim will modify Esri's base water and wastewater-domain asset package schemas to build a UN asset
package specific to the City's design.This step allows us to adequately capture and address all data design
elements determined through the preceding design activities. The schema changes are expected to
include adding new asset groups, asset types, domain values, and custom attribute fields. In addition,
initial UN network management and attribute rules are configured to aid migration. Changes to the UN
schema are made in the separate asset package and then applied to the final UN geodatabase. This asset
package, essentially a file geodatabase, is more portable and easier to work with than an Enterprise
geodatabase.
Configuration of ETL Tools
Once the database design is built into the asset package, Axim will configure the SSP Sync migration tool
in our environment to perform the data migration.This step marks the transition between planning efforts
and realizing those plans.While other migration tools exist(e.g., Esri's Data Loading Tools and FME/ArcGIS
Data Interoperability), Axim recommend in the Implementation Plan using SSP Sync to perform the data
migration.
Axim will use a local copy of the City geodatabase as the source and the new asset package as the target,
ensuring all feature class, attribute, and value mappings match those directed in the Data Mapping
spreadsheets. The ETL configuration will also include creating the associations necessary for UN
functionality,where appropriate. Axim will perform interim internal test migrations to confirm the proper
functioning and configuration of the ETL tools before City review and approval.
When all database changes have been applied and ETL tools configured, Axim will export a draft Data
Dictionary from the resulting database build for the City review and approval. Our team will also provide
the SSP Sync Mapper File configuration as a finalized ETL Configuration documentation to serve as
technical documentation and as an external reference for the City to verify the ETL configuration. Axim
will host a client review meeting to orient City staff to the database build and documentation. The Data
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Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
), Axim
GEOSPATIAL
Dictionary is essentially a text-based webpage representation of the data model. If necessary, the team
may elaborate on the Data Dictionary in a supplementary narrative to clarify design elements and
intentions as part of the technical documentation. The City will have five days to review the Data
Dictionary and ETL Configuration documentation and provide a single source of consolidated feedback to
Axim. We will then consider any changes and adjust our database mappings and ETL configuration as
necessary. Migration of the actual source data into the target schema will continue in the subsequent
steps.
Deliverables
• Built ArcGIS Utility Network asset package
• Local configuration of the SSP Sync data migration tool
• DRAFT Data Dictionary
• DRAFT Data Mapping documentation (SSP Sync Mapper file)
• Data Mapping documentation client review meeting
• Finalized Data Dictionary
• Finalized Data Mapping documentation (SSP Sync Mapper file)
Pilot Implementation
Initial Data Migration and Testing
Throughout the ETL configuration process, Axim will perform intermittent data migrations on our local
servers to confirm the proper function of the ETL tool and make every effort to address any migration
errors along the way.
For the Pilot Implementation, Axim will create a file geodatabase (FGDB) UN, localized to the City area,
and apply the City service territory. This boundary is required to encompass all utility features while
allowing potential growth expansion.We will then run SSP Sync to perform a data migration into the asset
package of the full source database to identify a complete set of potential migration issues.We will review
the output data to confirm feature counts match and that the asset groups, asset types, and attributes
are populated correctly. After postprocessing the UN to enable network topology, Axim will prepare a
Build Error Report summarizing those errors encountered during the migration and topology validation.
Sometimes,these errors may require resolution in the source data, while others may reveal opportunities
to modify UN connectivity rules. The City will be responsible for addressing errors resulting from source
data issues. Axim will address those issues resulting from tool configuration or departures from the
database design. Finally, we will test that associations, including any containers, have been created
correctly via SSP Sync.
In preparation for testing and knowledge transfer, Axim will update the default Esri ArcGIS Pro templates
to match the schema changes in the final database design. Axim will clean the migrated data within a
small test area (e.g., a pressure zone)to remove any dirty areas and errors necessary to properly test the
UN subnetwork and tracing functionality. This step is meant only within the context of configuring the
behavior of the UN and not to clean any source data. Axim expects the City to continue to clean source
data to improve migration results in future iterations.Axim will configure a single subnetwork and related
subnetwork controllers before configuring a named trace configuration with an updated trace locations
feature class. We will test for proper UN functionality within the cleaned area.
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GEOSPATIAL
Knowledge Transfer and Client Review
Once Axim has completed our initial data migration and testing, we will prepare to deliver a functioning
FGDB UN for City users. We will begin by providing the City's core GIS users with knowledge transfer on
using and editing the UN. Knowledge transfer will explicitly focus on orienting City staff on the City's
specific UN implementation. Training sessions are not intended to be all-encompassing and replace the
need for formal Esri training. Instead, they are meant to supplement and build upon that formal training.
Users are highly recommended to attend offerings on using ArcGIS Pro and the UN provided through the
Esri Academy, particularly those within the Utility Network Fundamentals Learning Plan. This training is
especially important for those key technical stakeholders who will aid in the database design and pilot
testing phases.
As mentioned above, intentional testing of complete UN functionality early in the process while still in the
file geodatabase is crucial for a successful implementation. Furthermore, knowledge transfer at this point
provides an extended period for users to acclimate to the UN rather than waiting until near the project's
end. Adopting the UN is essentially reimplementing the City's GIS system, and that process is more
successful when staff is allowed a longer period to transition.
In up to 12 hours of remote workshops,Axim will introduce the UN's essential functions and configuration
changes completed. This introduction will serve as the handoff for the City to test and approve the data
migration and UN functional configuration. Axim will prepare a Test Plan outlining all functions the City
should test and document as part of the acceptance process. Axim will also complete an initial technical
Editing Best Practices documentation for editing tools and workflow.At the end of the workshops,we will
provide the FGDB UN,ArcGIS Pro project templates, and Test Plan for City use in acceptance.
The FGDB UN is a fully functioning, single-user deployment easily distributed to users and requires only
ArcGIS Pro licensing. No UN license is necessary within the file geodatabase for these reviews. The City
will verify that all items in the database design were configured, the data was migrated as expected, and
basic editing workflows, including attribute rules, subnetworks, and network tracing, all function as
expected.
Again, the importance of these testing steps cannot be overstated. City staff will confirm that all source
features were migrated into the proper UN asset type and that the attribution has completely migrated
as expected. Additionally, basic editing workflows should be tested to ensure feature templates,
configurations, and network management rules function as expected. While Axim will make every effort
to review the data during our initial pilot testing processes, City staff are more familiar with the specific
data and are in a better position to identify potential data migration errors. Beyond feature classes,
confirming that each source attribute was migrated into the correct target attribute, including the
translation of any domain values, will be essential. Data migration errors or UN functional configuration
issues must be addressed before final data migration and deployment to the City environment. Once
migrated into the UN, bulk calculations to update attributes are notably more delicate and time-
consuming.
The purpose of the FGDB pilot implementation and knowledge transfer is for the City to confidently
determine that the UN is fully configured and operational as designed before deployment into an
Enterprise environment. The City should intentionally plan for ten business days to confirm proper data
migration and test all UN functionality. Upon conclusion of the review period, the City will provide Axim
with a single source of consolidated feedback documented in the Test Plan. Axim will track, review, and
address the City's feedback as appropriate in Jira and prepare updates to the SSP Sync migration tool, the
UN configuration, and the Database Design document.
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Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
), Axim
GEOSPATIAL
After this testing period, Axim will make necessary adjustments, remigrate source data, and build the UN
for a second file geodatabase.We will provide the updates to the City for another five business day testing
period and acceptance.
Underscoring the importance of City testing and feedback, please note that Axim will not proceed to the
Enterprise deployment without written acceptance of the deliverables within the Pilot Implementation.
Deliverables
• Full FGDB Pilot data migration with a cleaned test area
• Build Error Report
• ArcGIS Pro project template updates
• Pilot FGDB UN configuration test (complete source migration, cleaned test area, subnetwork
configuration, named trace configuration)
• Editing Best Practices documentation
• Remote knowledge transfer sessions for core GIS staff/editors (up to 12 hours)
• Test Plan
• First City review(10-days)
• Revisions from Pilot client feedback(database, ETL, and UN configuration)
• Updated database schema
• Updated Database Design document
• Second City review(5-days)
• Written City approval of Database Design, data migration, and UN configuration
Client Enterprise Deployment
After acceptance of the Pilot Implementation deliverables,Axim will begin preparing for ArcGIS Enterprise
deployment by staging the UN in our local Enterprise environment. The process continues with applying
the asset package and postprocessing the UN to enable branch versioning and network topology. With a
fully intact and staged Enterprise UN, Axim will publish test map services in our local Enterprise
environment to test the deployment works before exporting to an FGDB for transfer to the City
environment.
Axim will prepare the Deployment Plan documentation to direct the deployment of the UN within the
City's environment.This document will include technical information such as server names and URL paths,
administrative accounts,file locations,template filenames, and map service names.The Deployment Plan
documentation is later converted into final technical configuration documentation at the end of
Implementation.
During the client Enterprise deployment,Axim will support City IT in preparing the Enterprise geodatabase
and deploying the exported database. City staff will provide the necessary development and production
environments. Axim will be responsible for installing and configuring the SSP Sync software. Axim will be
responsible for deploying and configuring the final ArcGIS Utility Network and SSP Sync within the
architecture provided by City staff.
Axim will configure the UN editors, administrative users, roles, and groups. This configuration will be
limited to the core power users necessary for acceptance testing. Once Portal is configured, Axim will
update the UN configuration of attribute rules, subnetworks, and traces as required to reference sources
within the City environment. As part of the final database setup, we will establish branch versioning for
the core power users. Axim will update the City's ArcGIS Pro template for the new database paths, field
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), Axim
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visibility settings, and feature editing templates. We will publish two map services for the UN — one for
editing and another simple feature service used for general reference types of activities. An initial
validation that the environment and UN are working will mark that the UN is nearly ready for final
knowledge transfer to City staff and acceptance testing in an Enterprise environment. Finally, Axim will
prepare a set of database administrative tasks in the form of a Python script to validate the network in
the default version, recalculate subnetworks, and update database indexes.
Knowledge Transfer
At this point, additional knowledge transfer sessions are necessary to prepare City staff to adequately test
the UN functionality and workflows within an Enterprise environment. In preparation, Axim will provide
other documentation, including an updated Best Practices Workflow and Administrative documentation.
Here, Axim will provide up to two days total of remote knowledge transfer sessions for editors and
administrative staff. We plan to provide up to four hours of knowledge transfer for end-users covering
Enterprise editing workflows, QA/QC processes, reconciling and posting, and tracing. These sessions are
scheduled at this point of the project to allow staff to test the complete UN in the Enterprise environment
and, later, a rapid transition between the Testing Phase and the final Implementation Phase activities.
After completing all initial data migration activities, users will become familiar with and test the system.
This knowledge transfer will reduce downtime during the final data migration and enable users to fully
transition to the new production system immediately when that data is loaded.
For the UN administrators, we plan to deliver up to twelve hours on managing the system, including
publishing services, setting Portal user permissions, and database management. We assume
administrators will have completed formal Esri's ArcGIS Enterprise training in addition to the ArcGIS Pro
and ArcGIS UN training.
The City is ready to begin acceptance testing once knowledge transfer sessions for editors and
administrators are complete.
Deliverables
• ArcGIS Enterprise preparation
• Deployment Plan documentation
• City database preparation
• Deploy and configure SSP Sync
• Configure core power users, roles, and groups in ArcGIS Portal
• Update attribute rules, subnetworks, and traces for the City environment
• Establish branch versioning
• Update ArcGIS Pro template for City environment
• Publish two map services (editing, simple feature service)
• Database administrative tasks
• Updated Best Practices Workflow documentation
• Administrative documentation
• Remote knowledge transfer for editors (up to 4 hours)
• Remote knowledge transfer for administrators (up to 12 hours)
Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
), Axim
GEOSPATIAL
Testing Phase
The Testing phase serves as the first full Enterprise implementation of the UN, including a complete data
migration of all source data, deployment of all software to the City's development environment, user
acceptance testing, and potentially server performance tuning.
Testing Guidelines
After completing the pilot data migration and knowledge transfer,Axim will provide the City with a second
Test Plan document outlining all items that must be tested for the fully migrated database and the
technical Enterprise environment. Axim will host a Client Testing Handoff meeting to discuss the testing
guidelines and clearly identify what the City should be testing.
Testing and Issue Tracking
After a Client Testing Handoff meeting, City staff will perform implementation testing activities,supported
by Axim, including the data migrations (any outstanding errors), technical environment (system
performance, user permissions, Portal configuration, licensing), and UN functionality (connectivity and
attribute rules, associations). Subnetworks and network tracing testing will also be limited to a small,
cleaned area. Axim has reserved time to support testing and resolve issues in these areas. Until the UN is
fully adopted in production, editing will continue in the present geometric network with incremental
changes applied through SSP Sync. This workflow will also need to be tested.
Once the testing environment has been established, the City will perform system testing over ten
consecutive business days and provide consolidated feedback in the Test Plan after each five business
days. Axim and City will meet as needed to clarify comments or demonstrate potential issues. Staff will
test database configurations, system functionality and performance, ArcGIS Pro core UN functionality,
and SSP Sync incremental changes. Axim will track the City's consolidated feedback within our issue-
tracking system (Jira), where each report will be evaluated. All issues will be reviewed, and those
determined to be within the project's scope will be resolved as appropriate before the final
implementation. Any issues determined to be out-of-scope may be considered part of a future
enhancement or general GIS support tasking. Once all tracked items are resolved, Axim will consider the
Testing Phase complete.
If any reported issues are determined to result from Esri product bugs or similar, Axim will notify Esri on
behalf of the City during testing. Suppose resolution is unavailable until after project completion or
requires an upgrade to the environment. In that case, the City will be responsible for deploying those
independently and after the conclusion of this project.
Deliverables
• Test Plan document
• Client Testing Handoff meeting
• Client Testing Review meetings
• Testing support
• Feedback tracked in Jira issue tracking system
• Environment adjustments (ArcGIS Enterprise, ArcGIS Portal users/groups, services, SSP Sync)
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Implementation Phase
After the Testing Phase is complete, the City will coordinate with Axim to perform the final Enterprise
implementation tasks when ready. These include preparing the production environment, a data editing
freeze, last data migration, production system testing, and final documentation. Additional general GIS
consultation may follow here or be provided in other project phases.
Environment
As testing nears completion, the City staff will prepare the production environment to match the
development environment. Axim may consult with the City to deploy and configure any necessary GIS
architecture gaps, including ArcGIS Enterprise (Server, Portal, Data Store, and Web Adaptor). The official
Esri Network Management Release for long-term support is ArcGIS Enterprise 11.1 and ArcGIS Pro 3.1.
Axim has provided up to 12 hours for consultation and direct implementation support to establish the
production environment to these specifications. Axim will be responsible for deploying and configuring
the final ArcGIS Utility Network and SSP Sync within the architecture provided by City staff.
System integrations are expected to be the responsibility of City staff.
Final Data Migration
Following an opportunity to address any system performance tuning items resulting from the Testing
Phase, the City will notify Axim of its readiness for the final Enterprise implementation process.
At this point, the City must ensure its licensing for SSP Sync is active for production use. This milestone
will begin with the City declaring a freeze on the current production editing data and preparing a complete
database backup. Upon receiving this backup,Axim is expected to complete a full database migration into
the approved Utility Network database schema with SSP Sync and provide a backup to the City within
seven calendar days. This database contains the City's latest complete production utility data migrated
into the Utility Network schema. The City will deploy this backup to the production servers. Axim will
provide final configuration items (attribute rules, Pro project, trace location feature class, database
versioning)to reference the City's production environment and preliminary validation that the database
migration was completed successfully and the environment is operational. Once declared operational,
this environment will be considered the City's production Utility Network environment.
Production Go-Live
Immediately after the production environment is declared ready, a member of Axim's team will arrive
onsite for two days of production Go-Live support. Axim will be on site to aid the City's transition to the
production environment as they release SSP Sync and the ArcGIS Utility Network for general use. Our
onsite team, supported by additional remote team members as may be necessary, will immediately
address any issues noted by City staff. From the production environment declaration, the City will have
ten business days to report any issues encountered with the final acceptance testing of the production
environment. Axim will track, immediately review, and address those items determined to be defects in
the implementation.Once all reported issues are resolved,Axim will considerthe production environment
fully implemented and ready for project acceptance.
Post-Implementation Support
After SSP Sync and the ArcGIS Utility Network are released for general production use, the City will
transition existing applications to consume the new UN services. During this time, Axim has planned for
up to 24 hours of post-implementation support within thirty (60) days of system release by Axim to
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address minor configuration adjustments or provide supplemental knowledge transfer on the ArcGIS
Utility Network.
Final Technical Documentation
With SSP Sync and the UN fully implemented, Axim will finalize the Data Dictionary, Best Practices
Workflow, and Administrative documents to reflect the collective Development and Production
environments.
Deliverables
• Assist preparation of Production environment(up to 12 hours)
• Prepare ArcGIS Utility Network in Production environment
• Prepare SSP Sync in Production environment
• Production environment validation
• City production database editing freeze
• Final complete database migration into ArcGIS Utility Network
• Production database deployment
• Onsite Go-Live support for release of SSP Sync and ArcGIS Utility Network
• Production issue tracking and resolution
• Up to 24 hours of post-implementation support(60 days)
• Final Data Dictionary
• Final Best Practices Workflow documentation
• Final Administrative documentation
Assumptions
• All work will be performed remotely unless otherwise stated.
• Project scope includes both water and wastewater systems. These shall have a single project kickoff
before wastewater being implemented approximately 9-12 months after the water system. All other
aspects of the technical scope are similar.
• The City has or will acquire adequate licensing for ArcGIS Enterprise,ArcGIS Utility Network, Microsoft
SQL Server, and SSP Sync software.
• SSP Sync software will be used for the data migration. The City will need to acquire SSP Sync
subscription licensing prior to final Enterprise implementation.
• Axim will implement the official Esri Network Management Release of the ArcGIS Utility Network
available at the time of implementation, presently ArcGIS Enterprise 11.1 and ArcGIS Pro 3.1.
• Software versions related to the implementation of the UN (e.g., Esri, SQL Server) will remain static
from the point of project kickoff through final acceptance unless mutually agreed upon.
• Axim assumes that the City will leverage SQL Server as the final relational database and that the City
will establish and provide the SQL Server environment and database.
• The City will be responsible for administration of the SQL Server environment and database, including,
but not limited to, access control and backups consistent with the City's preference or convention.
• The City stakeholders have suitable familiarity with business and functional requirements to provide
input that can accurately shape the design of the geodatabase.
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• The City GIS technical architecture for the Development and Production environments will meet or
exceed the minimum technical specifications required for ArcGIS Enterprise and ArcGIS Utility
Network before implementation.
• The City will be responsible for any data aggregation,cleanup,or reconciliation before providing input
or reference data to Axim.
• While Axim will make every effort to review the data during our initial pilot testing processes, City
staff will confirm that all source features were migrated into the proper UN asset type and that the
attribution has completely migrated as expected.
• At the final transition point, the City will facilitate a data freeze to exclude editing for a mutually
agreed-upon time window during which final migration will occur.
• The City will be responsible for communicating business system dependencies based on local
knowledge. Dependencies not shared or known by the City will not be addressed as part of this scope.
• Design and development related to specific business system integrations are not within the proposed
project scope. Instead, general requirements to support those integrations will be noted while
avoiding the specific technical implementation needs.
• The City will address business system integrations after the production release of the UN.
• Axim is not responsible for resolving issues determined to result from Esri or other third-party
solutions, product or platform-related defects, or similar.
• Training and knowledge transfer are meant to provide contextual knowledge on the Client
environment rather than replace formal Esri training on ArcGIS Pro and the ArcGIS Utility Network.
• Post implementation support hours are planned for use within a 60-day period but can be extended
with approval from Axim Program Manager.
Pricing
The following table summarizes the firm fixed price(invoiced monthly based on percent complete against
the scope tasks) for the implementation of the ArcGIS Utility Network for water and wastewater, which
includes a 5%discount of MSRP by leveraging the Texas DIR rate schedule:
Category DIR Rates
MSRP for Labor $539,894.17
Commercial Rate Schedule
DIR Discount (-$26,994.70)
Applied to Axim Labor
Labor Subtotal $512,899.47
Estimated Travel Expenses T $13,060
Axim Grand Total
Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
), Axim
GEOSPATIAL
The following table also lists the Texas DIR rates for core labor categories, which may be applied to work
outside of the designated scope proposed above:
Labor . . Category
Staff Geospatial Project Manager 422.5 $231.13 $97,652.43
Sr Technical Architect 363.5 $257.43 $93,575.81
Staff Solutions Engineer 1010.0 $213.88 $216,018.80
Staff Geospatial Analyst 328.0 $143.75 $47,150.00
Sr Solutions Engineer 113.5 $256.65 $29,129.78
Consultant Enterprise Architect 113.5 $258.79 $29,372.67
Labor Subtotal: $512,899.47
Travel Expenses N/A N/A $13,060.00
Expenses $13,060.00
Subtotal:
Grand Total $525,959.47
You may indicate your acceptance of the above proposal with a signature from authorized personnel at
the City of Corpus Christi.
City of Corpus Christi, TX
LDocuSigned by:
Signature: � ��E E ...
Name: .Josh chronley
Title:
AD of Finance & Procurement
Date: 10/2/2024
L�AA4
cuSigned by:
Signature: 61,
Name: Elizabeth Hundl ey
Title: Corpus Christi City Assistant Attorney
Date: 9/26/2024
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Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
Axim
GEQSPATIAL
Axim Geospatial
100 QBE Way, Suite 1225
Sun Prairie, WI 53590
Signed by:
Signature: lyawvu S(Gjtt
Name: Dawn Siegel
Title:
VP of Business Development.
Date: 9/18/2024
Quotation Terms and Conditions
This confidential quotation is valid for thirty(30) days unless otherwise stated and does not include shipping or tax
unless otherwise stated. This quotation information is proprietary and may not be copied or released other than for
the express purpose of system and service selection and purchase. The information shall be considered confidential,
unless requested through a Public Information Act(PIA)Request per Tex. Gov't Code§552.001 et seq. However,Axim
shall be given the opportunity to respond to the PIA request to protect the information as listed exceptions.
M2024-140 Authorized By ATTEST:
F
cuSigned by:
Council 9/3/2024 � iwv��
Rebecca Huerta
Initial
��/�� City Secretary
Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
), Axim
GEOSPATIAL
Standard Terms and Conditions
These standard terms and conditions ("Terms and Conditions") apply to any proposal, quotation and the resultant
agreement relating to products and services sold by Axim Geospatial (herein after, "Axim")to a customer("Customer").
These Terms and Conditions,together with the proposal,quotation and contract,including any statement of work,herein
SOW,shall constitute the entire agreement ("Agreement") between the parties.
These Terms and Conditions are governed by the terms of the applicable License Agreement for any incorporated
software ("License Agreement"). Capitalized terms used and not otherwise defined herein shall have the respective
meaning set forth in the License Agreement.
1. GENERAL PROVISIONS.
This proposal including the SOW and all Terms and Conditions set forth herein,constitutes the entire agreement between
Axim and Customer.The Terms and Conditions of the proposal shall govern and control the terms of any purchase order
or purchase confirmation form from the Customer.Customer acknowledges that Axim has not authorized any of its sales
agents or representatives to make any representations,warranties or agreements on behalf of, or to bind Axim in any
way.This confidential proposal is valid for thirty(30) days and unless otherwise stated.
2. SCOPE OF SERVICES.
During the term of the Agreement,Axim shall furnish the services in accordance with the SOW set forth in the proposal.
3. WORK PERFORMANCE.
Axim agrees that all work performed hereunder shall be performed on a best effort basis by Axim's staff having an
appropriate experience and skill level,and in compliance with the SOW.
4. TAXES.
Unless this Agreement specifies otherwise,the price included in the proposal does not include,and Customer is liable for and
shall pay,all taxes,impositions,charges,and exactions imposed on or measured by this Agreement.Prices shall not include
any taxes,impositions,charges,or exactions for which Customer has furnished a valid exemption certificate or evidence of
exemption.
5. CHANGES.
No changes, modification, amendment shall be binding upon Axim unless otherwise agreed to in writing. Customer's
authorized representative may in writing, direct changes within the general scope of the Agreement. If such change
increases or decreases the cost or time required to perform this Agreement, Customer and Axim shall negotiate an
equitable adjustment in the price and schedule to reflect the appropriate change. Axim shall adjust the proposal to
reflect the change.Customer shall modify any purchase order or confirmation form and reissue to Axim accordingly.
6. INVOICE AND PAYMENT.
Customer shall pay Axim within thirty(30) days after receipt of invoice or as per the terms indicated in the proposal.Axim
will bill Customer monthly for all travel expenses and labor costs based on percent complete against the scope tasks.
7. CANCELLATION.
Customer shall provide thirty(30) days written notice to Axim prior to canceling an order.Customer will compensate Axim
for all authorized services satisfactorily performed through the cancellation date under the payment terms in section 6 of
these Terms and Conditions.
8. ASSIGNMENT.
Neither party shall assign any of its rights or interest in this Agreement or subcontract all or substantially all of its
performance of this Agreement without the other party's prior written consent.
9. WARRANTY.
Axim warrants that it will perform the services in good faith and in conformance with professional industry standards.All
Axim employees, that work on the project, shall have the knowledge, education, training, skills and experience of the
subject matter to which they will be performing services.
Axim warrants the completed application against bugs and defects for a period of 30 days after acceptance.Ongoing
support,functional enhancements,or performance issues caused by a change in the customer's IT environment are not
included in the warranty.Coverage for these items will require a separate agreement.
10. LIMITATION OF LIABILITY.
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Docusign Envelope ID:85018D2D-E354-4A88-B9F2-0747FEF4713B
), Axim
GEOSPATIAL
NOTWITHSTANDING ANY OTHER PROVISION HEREOF, AXIM SHALL NOT BE LIABLE FOR ANY CONSEQUENTIAL, SPECIAL,
INDIRECT,INCIDENTAL, PUNITIVE OR EXEMPLARY LOSS,DAMAGE,COST OR EXPENSE(INCLUDING,WITHOUT LIMITATION, LOST
PROFITS AND OPPORTUNITY COSTS),EVEN IFTHE CUSTOMER HAS BEEN ADVISED,ORSHOULD HAVE KNOWN OFTHE POSSIBILITY
OF SUCH DAMAGES. AXIM'S AGGREGATE LIABILITY FOR DAMAGES ARISING OUT OF, RELATING TO OR IN ANY WAY
CONNECTED WITH THE RELATIONSHIP OFTHE PARTIES,THIS AGREEMENT,ITS NEGOTIATION OR TERMINATION,OR PURSUANT TO
ANY SOW (WHETHER IN CONTRACT OR TORT)SHALL IN NO EVENT EXCEED THE AMOUNT OF FEES RECEIVED BY AXIM FROM
CUSTOMER PURSUANT TO THE APPLICABLE SOW UNDER WHICH THE ALLEGED LIABILITY AROSE.
11. FORCE MAJEURE.
Neither party will be liable to the other for delays in performing any obligations under the Agreement due to
circumstances beyond its reasonable control,including but not limited to revolts,insurrections,riots,wars,acts of enemies,
national emergency, strikes, floods, earthquake, embargo, inability to secure materials or transportation, and acts of
God,and other events beyond the reasonable control of the parties caused by nature or governmental authorities.
12. SEVERABILITY.
If any provision of the Agreement is found to be invalid,illegal or unenforceable,then, notwithstanding such invalidity,
illegality or unenforceability, the Agreement and the remaining provisions shall continue in full force and effect. In this
event the parties will agree upon a valid,binding and enforceable substitute provision which shall be as close as possible
to the commercial interests of the invalid or unenforceable provision.
13. GENERAL SERVICES ADMINISTRATION SCHEDULE.
As indicated in the proposal, if applicable, this Agreement incorporates and shall be governed by the terms of a General
Services Administration(GSA)Schedule entered by Axim and the U.S.Government.Axim's GSA Schedule number:GS-35F-
682R.
14. GOVERNING LAW.
This Agreement and any disputes arising out of,or relating to,this Agreement shall be governed by the laws of the State
of Texas without regard to the conflict of law rules thereof, provided that (i) contract provisions that have been
incorporated directly from or by express reference to the Federal Acquisition Regulations ("FAR"), FAR supplements or
GSA schedule terms, (ii)contract provisions that have been flowed down from a contract with the U.S.Government,and
(iii)the Changes and Termination for Convenience articles,shall be construed and interpreted according to the federal
common law of government contracts, as enunciated and applied by federal judicial bodies, boards of contract
appeals,and quasi-judicial agencies of the federal government.
15. DISPUTE RESOLUTION.
Customer and Axim shall endeavor to resolve any controversy,claim or dispute arising out of or relating to the Agreement,
or the performance or breach thereof,by negotiation.Any claim that is not resolved by negotiation within thirty(30)days
of notification shall be settled by arbitration administered by the American Arbitration Association under its Commercial
Arbitration Rules, and judgment on the award rendered by the arbitrator(s) may be entered in any court having
jurisdiction thereof.The hearing locale will be held in the AAA office closest to Axim corporate headquarters.
16. OTHER.
This Agreement shall be governed by and constructed in accordance with the laws of the State of Texas without regard
to conflicts of laws provisions thereof.
Both Axim and Customer will comply with all laws applicable to the Agreement.
All notices given under the Agreement will be effective when received in writing.Notices to the Customer and Axim will
be sent to the address provided in the proposal.
Changes to the Agreement must be in writing and must be signed by both parties.
17. COMPLETE AGREEMENT.
Customer acknowledges it has read the Agreement,understands it and agrees to be bound by its Terms and Conditions.
This contract contains the entire agreement of the parties and supersedes any and all prior agreements, understandings
and communications between Customer and Axim related to the subject matter of this contract. No amendment or
modification of this contract shall bind either party unless it is in writing and is signed by Customer's authorized representative
and an authorized representative of Axim.
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