AGREEMENT FOR PROFESSIONAL, TECHNICAL, OR EXPERT SERVICES
Exhibit A
Statement of Work
1. Purpose.
The Consultant shall develop and provide the enhancements for two geographic information system (GIS) applications as part of the Infrastructure Management System (IMS) development and implementation project. This document lists the highest priority enhancements required by the City.
2. Background
The City has developed two applications that provide a spatial front-end to its work-order system, a software application from MRO called Maximo, using the City’s Geographic Information System. The City uses ESRI software as the base GIS which includes ArcGIS 8.1 technology (soon to be upgraded to version 8.2), and uses Microsoft SQL*Server as its back-end database.
The two applications developed to provide the spatial front-end are:
• Spatial Workorder and Asset Management Interface (SWAMI)
• Data Maintenance Tools (DMT)
Each of these applications interact with data from both the Maximo database and the GIS database in a seamless fashion. SWAMI enables users to view asset data on a map and update work-orders by selecting the related features on a map. DMTs are used to maintain the inventory of assets.
The initial implementations of SWAMI and DMT are near completion at the City. These initial implementations establish a successful foundation upon which enhancements can be added periodically. The full set of enhancement requirements are provided in the requirements document referenced above. The next section lists the requirements to be implemented under this statement of work.
3. Deliverables
3.1. General provisions
The Contractor shall fully perform all services and activities as described in this statement of work, subject to the satisfaction and acceptance of City. In the case of conflict between the terms and conditions contained in this contract and in contractor's proposal attached, the terms and conditions of this contract shall govern.
The City is a tax-exempt entity under Oregon law, and taxes shall not be charged for or invoiced under this agreement.
3.2. SWAMI Deliverables
Enhancement tasks for the SWAMI application are listed in Table 1.
Table 1: SWAMI Tasks
Req. ID | Description |
SWA2 | For any Sign Asset displayed in the ArcMap map viewer, provide a hyper link that can be used to bring up the associated GIF image for that sign type. |
REP1 | Develop the capability in the GUI interface to allow a user to initiate a report in Actuate based on spatially selected assets. This could be implemented by passing a query string to Actuate on execution. |
3.3. DMT Deliverables
Enhancement tasks for the DMT application are listed in Table 2.
Table 2: DMT Tasks
Req. ID |
Description |
General DMT Enhancement Requirements |
GEN1 | Develop standard DMT functionality that would allow the users to select a value for a field in a table by typing in the first few letters and having an “autocomplete” technology complete the value. (applies only to fields with associated domain value selection lists).
This functionality should support existing domain fields, as well as new domain fields added to the GDB in the future without having to add any new code.
The AutoComplete functionality shall operate as follows:
Consider 3 values in a domain field (Cambodia, Cameroon, Canada)
Typing “C” into the field scrolls to Cambodia Typing “Ca” into the field scrolls to Cambodia Typing “Can” into the field scrolls to Canada |
GEN3 | Develop a mechanism to open and login to MAXIMO easily if the user has not done so upon initiating the DMT. At the very least, develop a message box indicating that MAXIMO must be opened if necessary. Grey out buttons relating to Maximo data if Maximo is not open. |
GEN8 | Develop a tool in DMT which would allow the user to graphically select assets by location, either all assets or those of a particular type. Generic version of old SIGN1. |
GEN9 | Develop a tool in DMT that would allow the user to visually rotate point symbols (e.g. sign face), display the value visually on the map, and to store the rotation value (degrees from North) in the GDB. Generic version of old SIGN3. |
GEN10 | Create Re-Associate tool to enable all child assets (e.g. signs, meters) associated with a parent asset (e.g. mount) to be re-assigned en masse to another parent asset (e.g. mount). |
Requirements Specific to Sign Assets |
SIGN1 | Develop the ability to have DMT relate one or more Sign Face assets with a Sign Mount asset. This relationship should support the following: - A user can not add a Sign Face asset without associating it with a Sign Mount asset - A user can not retire or delete a Sign Mount without first retiring/deleting the associated Sign Face assets or associating them with another mount - If a Sign Mount asset is moved, all Sign Face assets on the mount are moved as well - If a Sign Mount asset is retired, all associated Sign Face assets are retired as well, or associated with another mount - Sign Mounts and associated signs must be related to the same location hierarchy feature.
These rules apply to all assemblies (assets with parent-child relationships).
Data in both the GDB and Maximo must be managed with this stated functionality. |
SIGN2 | Creating a new Sign requires selecting the appropriate SignCode value. Because the list of values could be over 1000 records strong, the list should be limited to only those which are applicable to the selected SignType. (AssetClass field in SignLib table relates to the SignType field in SignFace table). |
SIGN3 | Add object inspector to DMT for Sign Face Assets. The Sign Face object inspector should display the parent Sign Mount asset ID, and up to 4 other description fields for Sign Mounts.. |
SIGN4 | Add object inspector to DMT for Sign Mount assets. Object inspector for mount should display associated Sign Face and Parking Meter assets. Up to 4 description fields from Sign Face and Parking Meter assets may be displayed. |
Requirements Specific to Parking Meter Assets |
PM1 | Develop a tool in DMT that would allow the user to associate Sign Mounts and Sign Faces assets with one or more Parking Slot (spaces) features. This is a many to many relationship. Note that parking slots are GIS features only, and have no record within Maximo. |
PM2 | Develop a tool in DMT which would allow the user to associate Parking Meters assets with one or more Parking Slot features. Note that parking slots are GIS features only, and have no record within Maximo. |
PM3 | Develop the ability to have DMT relate one or more Parking Meter assets with a Sign Mount asset. This relationship should support the following: - A user can not add a Parking Meter asset without associating it with a Sign Mount asset - A user can not retire or delete a Sign Mount without first retiring/deleting the associated Parking Meter assets or assigning them to another mount. - If a Sign Mount asset is moved, all Parking Meter assets on the mount are moved as well - If a Sign Mount asset is retired, all associated Parking Meter assets are retired as well or must be associated with a new mount. - Sign Mounts and associated Parking Meter assets must be related to the same location hierarchy feature
|
PM7 | Add object inspector to DMT for Parking Meter Assets. The Parking Meter object inspector should display the parent Sign Mount asset ID, and up to 4 other description fields for Sign Mounts. |
Requirements Specific to Street Lights Assets |
SL2 | Develop a custom tool that will list all the new streetlight features in the “Imported Streetlight” layer, highlighting each one in turn, and provide an efficient interface to select each, locate it, confirm the location or move the location as required, and then create an asset out of it. Creating an asset out of any new streetlight feature will remove the feature from the “Imported Streetlight” layer, create a new feature in the production Streetlight layer, and create an associated record in Maximo. Any relevant attribute information existing in the “Imported Streetlight” layer will be copied to the appropriate database fields in Maximo or the GDB. The production StreetLight layer will have fields to receive the CITY X and CITY Y coordinate values. (Cxpt, Cypt fields in the StLightsData object table). Note that StLightData also has Xpt, and Ypt fields, presumably for the PGE coordinates. The original PGE coordinates would continue to be maintained in the production StreetLight layer. |
SL3 | Develop custom functionality in DMT that would populate and update XY coordinate fields in the StLightData object table (related to StreetLight feature table) with the appropriate location information for new or modified street light assets. |
SL6 | The DMT shall allow the user to associate lights with the Electric Mount Asset type. Please note pending modifications to the structure of the GDB. |
Requirements Specific to Signals Assets |
SIG1 | IMS shall replace the existing Traffic Signal Inventory application. In order to do so, without any net functionality loss, DMT shall support each of the following: • Follow specified rules to add new signal • Follow specified rules to delete signal (Please see the User’s Guide to the Traffic Signal Inventory for more information) |
SIG3 | The system must provide the ability for users to create, edit, and save geographical districts. This is a non-asset feature only. There is some significance of this layer with respect to Signals, (i.e. must be able to run reports by district, select by district). |
3.4. Other Expert Services
The City also requires expert assistance in two other areas, listed in Table 3.
Table 3: Other Tasks
Req. ID | Description |
EXP1 | Guidance on DMT Development. PDOT staff will be developing code to extend data maintenance tool functionality to approximately 20 new asset classes. The City requires up to five (5) days of expert assistance in this endeavour over the life of this contract. |
EXP2 | Geodatabase design review. PDOT is considering several changes to its Geodatabase (GDB) design to support both DMT’s and SWAMI functionality. The City requires up to five (5) days of expert assistance in this endeavor over the life of this contract. |
4. City’s Assumptions
This section lists the assumptions the City has with regard to this development project.
1. The City assumes that the Contractor replicate the City’s application environment (appropriate versions of software, representative databases and data sets, and development environment) at no expense to the City. The City further assumes that this development environment will ensure that deployment of software to the City’s testers and users will not be impeded by discrepancies between the City’s and the Contractor’s development environments.
2. The City assumes that they be made aware of significant design decisions that have impact to system functionality and/or maintainability and that the City is given the opportunity to decide the most appropriate direction for resolving the design.
5. City Participation
The City will put in place a formal project team structure at a project start-up meeting. This team will include technical resources and management staff from the City and the Contractor.
The City project manager will be responsible for coordinating City resources for design, review and testing efforts, and for obtaining project signoffs.
The Contractor’s project manager, who reports to the City project manager, is responsible for the day-to-day monitoring of project progress, budgets, progress reports, coordination of scope, expectation management, and overall scheduling of effort and deliverables.
At the project start-up meeting, the project team will establish standards for the INFORM project manager with respect to frequency and content of progress reports and scope change management.
In addition to project management, the City would provide resources in support of the following project activities:
• Timely review and sign off of final requirements and design specifications
• System testing in a trial production environment.
• System administration for database modifications, system installations
• User testing, and sign off
IMS Data Maintenance Tools
Enhancement Proposal
Revision: 1.3.2
Revision Status: Final
Date: November 26, 2002
Prepared for:
Eileen Argentina
City of Portland
1120 S.W. 5th
Portland, Oregon
97204
Prepared by:
INFORM - Network for Management Systems Limited
Project Number: 5020002
6. Introduction
IMS has a strong spatial or Geographic Information System (GIS) component. As such, a fair amount of custom GIS development work is required by the City. A portion of this work can be facilitated using internal City staff. Some of the work however, requires the use of consultants who specialize in this area.
INFORM is a GIS software development consulting agency which has worked with the City since November 2001 on the IMS project..
7. INFORM Overview
INFORM Awarded - ESRI 2002 Partner of the Year
INFORM – Network for Management Systems was an early adopter of the ArcIMS, and ArcGIS 8.1 technology suites, quickly harnessing the advantages they provide. The result of this effort has enabled INFORM to produce world-class, award winning ArcIMS and ArcGIS applications. These applications demonstrate the grand flexibility that the new ESRI suite enables.
INFORM – Network for Management Systems Limited is an information technology services company focused on providing spatial applications consulting and support services to clientele in government and industry. INFORM delivers solutions that assist organizations to integrate business functions, control costs and improve data access and reliability by providing effective technology infrastructure services. INFORM specializes in enterprise business solutions, as well as database and system migration (ArcGIS 8.1, GeoDatabase & ArcSDE), Internet GIS applications (ArcIMS), software development and integration.
INFORM is a Canadian corporation jointly owned by TELUS Enterprise Solutions and Timberline Forest Inventory Consultants. INFORM has office locations in Vancouver, Victoria, Prince George, Edmonton, and Toronto.
INFORM is a recognized expert within the GIS consulting community, specializing in ESRI product development, and implementation services. INFORM has formalized standards for software development practices – its Best Practices. Our documented Project Development Procedures, embody these Best Practices techniques, procedures and processes that we have adopted and formalized to help us design, develop and implement better information management systems. We have adopted some of our techniques from organizations such as the Software Engineering Institute and the US Department of Defence, while others have been developed in-house.
For more information on INFORM, please see: www.informgis.com
8. INFORM Staff
INFORM is a company of 25 GIS software developers whose positions range from senior project managers and systems analysts, to junior software developers and help desk support. Our professionals are dispersed among our 5 offices located in Edmonton, Vancouver, Victoria, Prince George and Toronto.
In addition, we also have direct access to a large number of production GIS staff from one of our parent companies, Timberline. This group of over 30 highly skilled technicians specialize in GIS data gathering, maintenance, analysis, translation, and presentation. We often work jointly on projects, particularly those that involve data or systems migration.
8.1. Proposed Project Team
The project team for this project include the following INFORM staff: Bill McKay (Project Manager, Spatial Applications), Simon Biickert (Spatial Systems Analyst/Senior Developer), Irene Hwang (Spatial Systems Analyst/Spatial Systems Design), Julie Forget (Spatial Software Developer/Quality Control), and Jason Platt (Spatial Systems Developer/Quality Control). Table 1 highlights each members title, charge out rate, and number of years experience with applicable project skills. Further detail on each team member can be found in their respective resumes in Appendix A.
Table 4: Proposed INFORM Project Team
Individual | Bill McKay | Simon Biickert | Irene Hwang | Julie Forget | Jason Platt |
Position | Project Manager | Lead ArcGIS Developer | Lead Spatial Systems Design | Alternate Developer | Alternate Developer |
Charge out Rate (US$/hour) | 95 | 85 | 90 | 70 | 70 |
Project Management | 7 | - | 2 | -- | -- |
Relational Data Base Systems Design | 8 | 3 | 5 | 5 | 2.5 |
Structured Analysis & Design | 8 | 3 | 5 | 5 | 2 |
Data Modeling | 8 | 3 | 5 | 6 | 1 |
GIS concepts | 8 | 4 | 7 | -- | 3.5 |
Testing Skills & Methods | 8 | 3 | 5 | 3 | 1 |
Technical Writing | 7 | 5 | 5 | 3 | 3.5 |
Oracle | 2.5 | 3 | 5 | 3 | 1 |
MS Access | 5 | 4 | 5 | 2 | 2.5 |
ESRI ArcSDE | 5 | 3 | 4 | 1 | 1 |
SQL Server | 2 | 1 | 3 | 1 | 1 |
9. INFORM’s Project Approach
A formal project team structure will be put in place at a project start-up meeting. This team will include technical resources and management staff from the City and INFORM.
The City project manager will be responsible for coordinating City resources for design, review and testing efforts, and for obtaining project signoffs.
The INFORM project manager, who reports to the City project manager, is responsible for the day-to-day monitoring of project progress, budgets, progress reports, coordination of scope, expectation management, and overall scheduling of effort and deliverables.
At the project start-up meeting, the project team will establish standards for the INFORM project manager with respect to frequency and content of progress reports and scope change management.
In addition to project management, the City will provide resources in support of the following project activities:
• Timely review and sign off of final requirements and design specifications
• System testing in a trial production environment.
• System administration for database modifications, system installations
• User testing, and sign off
INFORM’s project approach follows an iterative software development lifecycle. The project has been itemized as individual tasks. Each task follow the same design and development steps: Inception, elaboration, construction, and transition. Working with the City project team, INFORM resources shall navigate these steps to fully clarify the objectives, requirements, and expectations of each staff, design the solution to fully incorporate into version 1.0 of DMT, develop the solution based on the design, test in context with original requirements, and implement the solution at the City.
10. Project Schedule and Cost
This section summarises our schedule and cost to complete each task within Exhibit A, Statement of Work. Each item includes time required to review the requirements of each task, obtain consensus on expectations, provide communication and managerial oversight, develop, test and implement the task deliverable at PDOT.
The expected schedule is based on a project start date of December 6, 2002, and the availability of 5 INFORM staff members (Section 3.1). The total work, including contingency, is estimated at 125.5 days, or just over 6 calendar months for one developer. Most of the software design and development will be provided by INFORM’s senior Systems Analyst, Simon Biickert, with junior development and testing staff to support and expedite the project schedule. We predict we can deliver on all tasks by May 15, 2003 which is an ambitious, yet realistic timeline.
Please note that the participation of junior INFORM staff will be determined as the project unfolds. For the purpose of providing cost estimates, we expect that junior staff will provide 50% of the development effort. This is advantageous from a project scheduling and project cost point of view. Based on this estimation, we can average the rate used for Simon in the Table 2 with the rate of junior staff. Therefore, for each entry in the table below for Simon, we have used the average rate of $77.50 verses Simon’s regular rate of $85.00.
Table 2 itemizes each task required, along with expected INFORM resources participating, and estimation of the amount of effort and cost required. Please see Table 3 for the proposed deliverable packages and estimates of deliverable dates.
Table 5: Project Schedule and Cost
Req. ID | Brief Description | Resource | Effort (days) | Cost (US$) |
SWA2 | Provide hyperlink in map viewer that can be used to bring up an associated GIF image | Bill | 0.5 | $380 |
Simon | 1 | $620 | ||
| Total SWA2 |
| 1.5 | $1,000 |
REP1 | Integrate Actuate report writer with ArcMap | Bill | 1 | $760 |
Simon | 6 | $3,720 | ||
| Total REP1 |
| 7 | $4,480 |
GEN1 | Auto Complete functionality for domain value fields. | Bill | 0.5 | $380 |
Simon | 3 | $1,860 | ||
| Total GEN1 |
| 3.5 | $2,240 |
GEN3 | Inform users that Maximo must be opened when using DMT | Simon | 1 | $620 |
| Total GEN3 |
| 1 | $620 |
GEN8 | Develop tool that can be used to graphically select assets by location. | Bill | 0.5 | $380 |
Simon | 5 | $3,100 | ||
| Total GEN8 |
| 5.5 | $3,480 |
GEN9 | Develop a tool that can be used to visually rotate point assets. | Bill | 0.5 | $380 |
Simon | 3 | $1,860 | ||
| Total GEN9 |
| 3.5 | $2,240 |
GEN10 | Develop a tool that can be used to associate one or more child assets to a parent asset. | Bill | 0.5 | $380 |
Simon | 3 | $1,860 | ||
Irene | 1 | $720 | ||
| Total GEN10 |
| 4.5 | $2,960 |
SIGN1 | Develop functionality in DMT that supports required Sign/SignMount relationship rules. | Bill | 1 | $760 |
Simon | 5 | $3,100 | ||
Irene | 3 | $2,160 | ||
| Total SIGN1 |
| 9 | $6,020 |
SIGN2 | Establish a filtering mechanism that limits the SignCode value based on SignType. | Bill | 1 | $760 |
Simon | 5 | $3,100 | ||
| Total SIGN2 |
| 6 | $3,860 |
SIGN3 | Develop custom SignFace object inspector. | Bill | 0.5 | $380 |
Simon | 4 | $2,480 | ||
| Total SIGN3 |
| 4.5 | $2,860 |
SIGN4 | Develop custom SignMount object inspector. | Bill | 0.5 | $380 |
Simon | 4 | $2,480 | ||
| Total SIGN4 |
| 4.5 | $2,860 |
PM1 | Develop functionality in DMT that supports required Sign/ParkingSlot and SignMount/ParkingSlot relationship rules. | Bill | 1 | $760 |
Simon | 5 | $3,100 | ||
Irene | 3 | $2,160 | ||
| Total PM1 |
| 9 | $6,020 |
PM2 | Develop functionality in DMT that supports required ParkingMeter/Parking Slot relationship rules. | Bill | 0.5 | $380 |
Simon | 2 | $1,240 | ||
Irene | 2 | $1,440 | ||
| Total PM2 |
| 4.5 | $3,060 |
PM3 | Develop functionality in DMT that supports required ParkingMeter/SignMount relationship rules. | Bill | 0.5 | $380 |
Simon | 4 | $2,480 | ||
Irene | 2 | $1,440 | ||
| Total PM3 |
| 6.5 | $4,300 |
PM7 | Develop custom ParkingMeter object inspector. | Bill | 0.5 | $380 |
Simon | 3 | $1,860 | ||
| Total PM7 |
| 3.5 | $2,240 |
SL2 | Develop a PGE StreetLight data editor tool for interacting with newly imported data. | Bill | 0.5 | $380 |
Simon | 7 | $4,340 | ||
| Total SL2 |
| 7.5 | $4,720 |
SL3 | Develop functionality to ensure coordinate data are automatically captured in StreetLight attributes. | Bill | 0.5 | $380 |
Simon | 2 | $1,240 | ||
| Total SL3 |
| 2.5 | $1,620 |
SL6 | Develop functionality in DMT that supports required StreetLights/ElectricMount relationship rules. | Bill | 0.5 | $380 |
Simon | 5 | $3,100 | ||
| Total SL6 |
| 5.5 | $3,480 |
SIG1 | Develop functionality required to replace Signal Inventory application with DMT. | Bill | 2 | $1,520 |
Simon | 6 | $3,720 | ||
Irene | 2 | $1,440 | ||
| Total SIG1 |
| 10 | $6,680 |
SIG3 | Ensure interaction with geographical districs supports requirements. | Bill | 0 | $0 |
Simon | 0 | $0 | ||
| Total SIG3 |
| 0 | $0 |
EXP1 | Provide DMT development assistance. | Simon | 5 | $3,100 |
| Total EXP1 |
| 5 | $3,100 |
EXP2 | Provide GDB design and administration support. | Irene | 5 | $3,600 |
| Total EXP2 |
| 5 | $3,600 |
| Contingency (15% of project total) |
| 16 | $9,951 |
| Grand Total |
| 125.5 | $81,391 |
11. INFORM Assumptions
This section lists the assumptions with regard to this proposed software development work.
1. INFORM assumes that deliverables would be provided to a designated City staff member, and that this staff member would be responsible to implement the deliverable into the City’s Test and/or Production environment as appropriate.
2. INFORM assumes that the City shall provide resources to adequately test the deliverables in a system environment, and that testing proceeds in a scheduled and timely fashion. Inform shall deliver completed services and software as specified in the schedule required by this contract and install accordingly. City shall have 10 business days thereafter to accept, reject, or notify Inform of a problem, failure to conform, or breach of warranty. Such notice shall be in writing. Inform shall repair, replace, or re-perform services and software, and shall continue to use its best efforts to provide services and software to conform to the specifications and to meet acceptance by City.
3. INFORM believes that each task is understood well enough to provide fixed priced estimates to complete, and are committed to meeting these expectations. In the unexpected case where a task proves to be significantly more complex or difficult to develop in the allotted time, INFORM would bring this information to the attention of the City project manner as quickly as possible to negotiate the most appropriate mechanism to deal with the situation.
12. Deliverable Schedule
For a project of this size, we recommend grouping the tasks into 4 separate deliverables. In this way, deployment activities can be better organized, project risks can be managed more efficiently, project benefits and success can be established early in the schedule, and development can better focus on tasks at hand.
The nature of the work for each task was taken into consideration to determine a logical grouping structure. For example, it is appropriate that tasks requiring changes to the data model or the Geodatabase be done before any tools are built with rely on the data structure. Table 3 lists the tasks for each of the four recommended deliverables and the dates those deliverables would likely be ready. These dates are all in 2003, and are based on a December 9, 2002 start date.
Please note that tasks EXP1 and EXP2 may take place at anytime over the course of the project, but are expected to occur primarily in the first few months. The 10 days of effort, and $6,700 has been distributed over the first two deliverable groups. The effort and cost of the project contingency (16 days for $9,951) would be used only if needed and as such is not distributed among the 4 deliverable groups.
Table 6: Deliverable Groups
Group | Task | Days | Cost | Delivery Date |
1 | SIGN1 | 9 | $6,020 |
|
1 | SIGN2 | 6 | $3,860 |
|
1 | SIGN3 | 4.5 | $2,860 |
|
1 | SIGN4 | 4.5 | $2,860 |
|
1 | GEN9 | 3.5 | $2,240 |
|
1 | GEN10 | 4.5 | $2,960 |
|
1 | 50% EXP1 & EXP2 | 5 | $3,350 |
|
| 37 | $24,150 | Feb. 27, 2003 | |
|
|
|
| |
2 | GEN8 | 5.5 | $3,480 |
|
2 | PM1 | 9 | $6,020 |
|
2 | PM2 | 4.5 | $3,060 |
|
2 | PM3 | 6.5 | $4,300 |
|
2 | PM7 | 3.5 | $2,240 |
|
2 | 50% EXP1 & EXP2 | 5 | $3,350 |
|
| 34 | $22,450 | Apr. 11, 2003 | |
|
|
|
| |
3 | GEN1 | 3.5 | $2,240 |
|
3 | GEN3 | 1 | $620 |
|
3 | REP1 | 7 | $4,480 |
|
3 | SWA2 | 1.5 | $1,000 |
|
| 13 | $8,340 | May 12, 2003 | |
|
|
|
| |
4 | SIG1 | 10 | $6,680 |
|
4 | SIG3 | 0 | $0 |
|
4 | SL2 | 7.5 | $4,720 |
|
4 | SL3 | 2.5 | $1,620 |
|
4 | SL6 | 5.5 | $3,480 |
|
| 25.5 | $16,500 | June 26, 2003 | |
|
|
|
| |
5 | Contingency | 16 | $9,951 |
|
5 | Grand Total | 125.5 | $81,391 |
13. Terms of Payment
Project costs are estimated on a time and materials basis. Travel costs and other expenses have been estimated over the course of the project and have been included in hourly labour rates. Based on the description of services detailed in Exhibit A, we expect the costs not to exceed $81,391 US.
INFORM respectfully requests that the City make payment for services on a deliverable basis. INFORM understands that payment for time and materials shall be subject to a 15% holdback, paid upon signoff and completion of deliverables for which the work was performed. Based on the proposed schedule of activities, and the level of effort expected on a monthly basis, the anticipated monthly billing amounts are summarised below in Table 4.
Table 7: Estimated Payment Schedule
Group | Delivery Date | Days | Expected Invoice Amount |
1 | Feb. 27, 2003 | 37.0 | $24,150 |
2 | Apr. 11, 2003 | 34.0 | $22,450 |
3 | May 12, 2003 | 13.0 | $8,340 |
4 | June 26, 2003 | 25.5 | $16,500 |
Contingency | 16 | $9,951 | |
| Grand Total | 125.5 | $81,391 |
Appendix A: Resumes:
WILLIAM D. MCKAY
PROJECT MANAGER
EXPERIENCE / SKILLS |
Bill has been working with GIS and Arc/Info since 1992, and has been with INFORM for the past 6 years. He began in December 1995 as an application developer/systems analyst and project manager.
Date | Role | Project | Technology |
August 2001 to Present | Project Manager | Portland (Oregon) Department of Transportation (PDOT) – The objective of this project is to provide professional ArcGIS design and development services to (PDOT). INFORM’s role is to provide Geodatabase design and development services for PDOT’s 31 street asset subclasses and build two ArcGIS applications to support the maintenance and spatial interaction with these subclasses. One application is an asset viewer which will likely be used by a large number of maintenance personnel to assist them with completing work orders and locating assets listed on them. The second application is a set of new ArcGIS 8.1 spatial data maintenance tools that PDOT resources will use to manage the asset inventory within the Geodatabase. | SDE for SQL Server 2000 ArcGIS 8.1 Suite Visio 2000 |
September 2001 to December 2001 | Project Manager System Designer | City of Burnaby – Property Database Application Upgrade – This project consisted of two phases. The first phase included data modelling services which provided Burnaby with a custom UML data model diagram and a physical Geodatabase that will be used to store the spatial component of Burnaby’s legal land data (parcels, strata, etc.). The second phase of the project involved the design and development of a new spatial data maintenance application for maintaining legal land data in an ArcGIS environment. | SDE for Oracle ArcGIS 8.1 Suite Visio 2000 |
February 2001 to August 2001 | Project Manager
| Photogrammetric Analysis Software System (PASS) – Developed a Java front-end GUI to an Informix database. The interface provides a user-friendly means of maintaining data in an Informix database. Application also interfaces with a Ross Stereocomparator to receive measurements taken from a stereoscopic pair of large scale aerial photographs. | Informix Java Java RMI
|
July 2000 to Present | Project Manager | TimberWest Forest Corp. – Development and ongoing support of an enterprise GIS maintenance application. The application was built as an extension to ArcTools, and uses Librarian as the database storage mechanism. Custom tools were developed to allow TimberWest to modify spatial data and keep attribute information in sync within an Oracle database. ArcView extensions were also developed to assist a large number of users interact with spatial data. | MS-Project Arc/Info 7.2 Oracle ArcView 3.2 PowerBuilder |
March 2000 – June 2000 | Project Manager, Application Development | Requirements Tracking System (RTS) RTS is an MS Access based software application used by internal INFORM staff to manage system requirements and track software issues. The application was used by development and support staff and by clients alike on a project by project basis | MS – Project MS Access VBA |
January 1996 to March 2000 | Project Manager, Application Development & Support | Weldwood Forest Products Ltd. – Development and support of Weldwood’s Forest Management Information System (FMIS). Built using ESRI 7.x GIS software and ESRI’s Area Event System, FMIS provided 5 Weldwood divisional offices with the abililty to capture and store spatial and attribute data necessary to efficiently plan, track and report activities and natural resources in the field. Custom functionality included the ability to maintain historic spatial and attribute records, plan future activities, report completed activities, and report status. Map generation and data browse tools were developed using ArcView 3.2 | Arc/Info 7.2 Informix SE ArcView 3.2 PowerBuilder |
EDUCATION |
• B.Sc. Civil Engineering, University of Nevada Las Vegas 1995
• GIS Planning, ESRI November 2001
• ArcSDE Administration, Vancouver BC, November 2000
• Introduction to ArcView/Avenue July 1992
• Intermediate ArcInfo, ESRI Redlands October 1992
Introduction to Arc/Info, ESRI Redlands June
SIMON BIICKERT
APPLICATIONS DEVELOPER
EXPERIENCE / SKILLS |
Simon joined the GIS department of Timberline’s Prince George office in May, 1998. He transferred to INFORM in August, 1999, and is now based in INFORM’s Victoria office.
As an applications developer, Simon is responsible for designing and implementing spatial software solutions. Duties include system design, implementation, testing, and support for INFORM’s software products. Simon has extensive experience writing applications in Visual Basic, Java, PERL, C, Objective C, AML and PowerBuilder.
Date | Role | Project | Technology |
December 2001 to Present | System Designer / Developer | Portland (Oregon) Department of Transportation (PDOT) – The objective of this project is to provide professional ArcGIS design and development services to (PDOT). INFORM’s role is to provide Geodatabase design and development services for PDOT’s 31 street asset subclasses and build two ArcGIS applications to support the maintenance and spatial interaction with these subclasses. One application is an asset viewer which will likely be used by a large number of maintenance personnel to assist them with completing work orders and locating assets listed on them. The second application is a set of new ArcGIS 8.1 spatial data maintenance tools that PDOT resources will use to manage the asset inventory within the Geodatabase. | ArcSDE for SQL Server 2000, Visio Professional, Visual Basic, ArcInfo, ArcView |
May 2000 to October 2001 | System Designer / Developer | TheForestManager, Development – TheForestManager is based on INFORM’s ArcGIS 8.1 foundation architecture (The LandBase Application Engine) which utilizes ESRI’s ArcObjects, ArcSDE, and GeoDatabase technologies. The application supports several industry-standard relational databases such as Oracle, SQLServer, and MS Access. Linear feature data such as road networks are stored using ESRI’s SDE dynamic segmentation and are fully integrated with the associated tabular data. The interface has a user-friendly Windows-based architecture, implemented through Microsoft’s Visual Basic. | ArcSDE for Oracle, ArcObjects, Visual Basic, PL/SQL, ArcCatalog, ArcInfo, ArcView, Visio Professional, |
December 1999 to April 2000 | Developer | Northwood SIS – INFORM’s Harvest Planning Silviculture Information System (HPSIS) provides data management, analysis, reporting, and mapping functionality for a tabular-spatial database containing information about operating areas, blocks, and roads; and the operational activities that occur on them. It also provides for the Electronic Transmission of Silviculture data to the Lands and Forest Division using the current ARIS specification. | ERWIN MS Project MS Office Powerbuilder ORACLE ARCINFO ARCVIEW IMPROMPTU
|
October 1999 to November 1999 | System Designer / Developer | Northwood (MapPlot Client) – MapPlot is a client application which creates mapping job requests which were handled by dedicated mapping servers. The job requests were created by specifying specific areas and choosing from set map types and printers. The user could monitor the job queue and be notified when their maps were completed. | PowerBuilder 6 |
August 1999 to September 1999 | System Designer / Developer | Northwood (MapPlot Server) – The MapPlot server is a PERL daemon which monitors the MapPlot job request queue and distributes the requests among one or more dedicated map servers. The map servers use the industry standard ArcInfo and ArcView software to generate the map output and direct it to user-specified printers and plotters. The job request queue is stored in an Oracle database. Jobs are scheduled based on a first-in-first-out basis, corrected for urgency, and are only sent to the map server when the server is not currently processing a previous request. | PERL, UNIX, Oracle, ArcInfo |
ADDITIONAL EXPERIENCE |
• GIS analysis for Enhanced Forest Management Pilot Project, Babine Forest Products, Burns Lake
• ELDAR Ecosystem GIS Mapping, McGregor Model Forest Association, Prince George
• ELDAR Ecosystem GIS Mapping, Timberline, Prince George
• Development of Timberline GIS department’s mapping and processing tools in AML and Perl, Prince George
• Watershed Assessment GIS analysis, Ministry of Forests, Vanderhoof Forest District, Vanderhoof
• Effects of Pulp Mill Effluent on Fine Grained Sediment Transport (Masters Thesis)
• Settling rate analysis package (Java 1.1), for Masters Thesis
• Particle size analysis package (PERL), for Masters Thesis
• GIS Project Leader, Timberline Forest Inventory Consultants Ltd.,
1998-1999
• Teaching Assistant, Geog 300 (GIS), Geog 205 (Cartography), and NREM 210 (Integrated Resource Management) at UNBC, 1997-1998
• GIS contractor to the McGregor Model Forest Association, 1997
• Instructor, GIS Programming course, UNBC, 1997
• Instructor, Introduction to UNIX course, Continuing Studies in Forestry, 1997
COMPUTER SKILLS |
• ArcGIS • ArcView • ArcInfo • UNIX
| • Oracle • MS Access • HTML • COM
| • Visual Basic • PERL, Java • C, Objective C • AML, PowerBuilder |
EDUCATION |
• University of Northern British Columbia
Master of Science – Environmental Science
• University of Victoria
Bachelor of Science – Geography
IRENE HWANG
ANALYST / PROGRAMMER
EXPERIENCE / SKILLS |
Irene has been with INFORM since November 1997 developing ARC/INFO applications on UNIX and NT platforms. Her experience includes geodatabase modelling, ArcSde data migration, working with ESRI’s region data model, dynamic segmentation data model, ARC\INFO librarian, ArcSDE, ArcGIS, ArcObjects and Oracle.
Date | Role | Project | Technology |
December 2001 to Present | System Designer / Developer | Portland (Oregon) Department of Transportation (PDOT) – The objective of this project is to provide professional ArcGIS design and development services to (PDOT). INFORM’s role is to provide Geodatabase design and development services for PDOT’s 31street asset subclasses and build two ArcGIS applications to support the maintenance and spatial interaction with these subclasses. One application is an asset viewer which will likely be used by a large number of maintenance personnel to assist them with completing work orders and locating assets listed on them. The second application is a set of new ArcGIS 8.1 spatial data maintenance tools that PDOT resources will use to manage the asset inventory within the Geodatabase. | SDE for SQL Server 2000, ArcGIS 8.1 Suite, Visio 2000 |
October 2001 to January 2002 | System Designer / Developer | TheForestManager West Fraser Mills Maintenance/Enhancements - TheForestManager application is being used to manage the West Fraser Mills forest roads data. The spatial and tabular data is warehoused in a GeoDatabase using ArcSDE for Oracle and the client application will service 12 users at their Quesnel site. | ArcSDE for Oracle, Visio, Visual Basic, ArcGIS Suite |
September 2001 to December 2001 | System Designer / Developer | City of Burnaby – Property Database Application Upgrade. This project included two phases. The first phase included data modelling services which provided Burnaby with a custom UML data model diagram and a physical Geodatabase that will be used to store the spatial component of Burnaby’s legal land data, (Parcels, Strata, etc.). The second phase of the project includes ArcGIS 8.1 application development services. In this phase, INFORM will design and develop a new spatial data maintenance application which will provide Burnaby with the ability to maintain their legal land data in the new ArcGIS environment. | ArcSDE for Oracle, ArcInfo, ArcView, Visio Professional, Visual Basic, PL/SQL |
January 2001 to August 2001 | Project Manager, | TheForestManager Implementation, BC Ministry of Forests - INFORM’s TheForestManager application is being used to manage the BC provincial forest roads data. The spatial and tabular data is warehoused in an Oracle/SDE database and the client application (written in ArcObjects) will service 200 users in 48 sites. | ArcSDE for Oracle, Visio, Visual Basic, ArcGIS Suite |
May 2000 to October 2001 | System Designer, | TheForestManager, Development – TheForestManager is based on INFORM’s ArcGIS 8.1 foundation architecture (The LandBase Application Engine) which utilizes ESRI’s ArcObjects, ArcSDE, and GeoDatabase technologies. The application supports several industry-standard relational databases such as Oracle, SQLServer, and MS Access. Linear feature data such as road networks are stored using ESRI’s SDE dynamic segmentation and are fully integrated with the associated tabular data. The interface has a user-friendly Windows-based architecture, implemented through Microsoft’s Visual Basic. | ArcSDE for Oracle, ArcObjects, Visual Basic, PL/SQL, ArcCatalog, ArcInfo, ArcView, Visio Professional, |
January 2000 to May 2000 | System Designer, | Alberta Pacific Silviculture Information System - The challenge of the ALPAC project was to convert an existing application and production database from Informix and Map Librarian to SDE for Oracle. The application is based on INFORM's Silviculture Information System, which utilizes PowerBuilder for Oracle. The purpose of the project was to provide GIS data to a wider audience using SDE. This project served as the foundation of another project using ArcIMS to serve up GIS data to non-GIS staff using internet browsers. | SDE for Oracle, ArcInfo, ArcView, AML, Avenue, PL/SQL |
January 1998 to January 2000 | Lead Developer | Northwood (OMS) Initially hired for GIS help desk and training support for Northwood GIS applications (100+ users), progressing to a senior applications developer working with ARC/INFO, Oracle, ArcView, Impromptu, and PowerBuilder environment. As a senior application developer, Irene was involved in developing and maintaining a number of GIS applications for Northwood Pulp and Timber. | ArcInfo, ArcView, Oracle, PL/SQL, AML, Avenue |
COMPUTER SKILLS |
• ArcGIS • ArcSDE • ARC/INFO • ArcView • Microstation | Oracle (SQL, PL/SQL) • DBA Studio , TOAD • MS Access • Visio Professional • Impromptu • Crystal Reports | Visual Basic • AML, Avenue • PERL • AWK, Shell Scripts • C /C++ languages • HTML |
EDUCATION |
• ArcSde Administration for Oracle • Geographic Information Systems Advanced Diploma (Hons.) British Columbia Institute of Technology (1996-97) • Bachelor of Science – Physics University of British Columbia, (1984 - 1989) |
JASON PLATT
APPLICATION DEVELOPER
EXPERIENCE / SKILLS |
Jason has been with INFORM since April, 2002. His current and prior work experience includes:
Date | Role | Project | Technology |
April /02 – Present | Developer | Hand Held/ArcPad Development for MoF Landscape Level Data Collection ArcObjects Development in Support of Portland Department of Transportation project | ArcPad Suite MSAccess Windows CE EVB / VB6 ArcGIS Suite |
August /00 – August /01 | Programmer Analyst/ Web Designer | o BEANSTREAM INTERNET COMMERCE INC - August 2000 – April 2001 • Program design and coding in VB6 / C++/ Java • Designed and implemented database design with MS-SQL 7 • Application maintenance and problem resolution • Provided 2nd tier technical support • HTML/ ASP/ Javascript/ CSS/ DHTML web page design • COM object design and programming • Business analysis and feasibility studies | VB6 / C++/ Java
MS-SQL 7
HTML/ ASP/ Javascript/ CSS/ DHTML |
June /00 – August /00 | Programmer Analyst | DMR (Boeing People Soft Systems) – • Combase legacy enhancement project • Cobol/ PL1/ JCL review to determine and document the required changes of code • Document the code changes required • ISO 9000 training | Cobol/ PL1/ JCL |
March /00 – June /00 | Lead Scripting Programmer | EDS (Elections B.C) – • Redevelopment of the Electoral Information System (EIS) • Developing and testing procedures using Winrunner/ PL-SQL • Writing scripts to automate the test procedures for citrix/ hp-ux • Design and create library of reusable functions using winrunner | PL-SQL Citrix/ HP-UX |
April /99 | Programmer Analyst / C Programmer | Ministry of Environment (Warns 2) – • Development of Warns 2 application • Design and write data parser in C under HP-UX to parse 12 different data streams into generic format • Extend the data parser with Pro*c/ PL-SQL to directly feed the data into an oracle database | Pro*c/ PL-SQL C HP-UX |
March /98 – March /00 | Programmer Analyst | Ministry of Forests (TRUST and HDBS) – • Maintenance/Upgrades and corporate customer support of TRUST and HDBS • Y2K conversion of Cobol/ PL1/ Rexx/ JCL/ ISPF code • Performance tuning of applications, problem resolution, repair, testing, documentation using MS word and code review • Conversion of the Ministry’s MVS TRUST A/R system • Creation of TRUST conversion feasibility and system documentation • Re-writing HDBS and TRUST system to be Y2K compliant • Regression testing of converted system • Implementation of revised TRUST system • Business and systems analysis | Cobol/ PL1/ Rexx/ JCL/ ISPF |
COMPUTER SKILLS |
Programming Languages: |
• ASP | Java Script/Java | • PL/SQL |
• Pascal | • C++ | • ISPF |
• X86 Assembler | • HTML | • JCL |
• MS-SQL | • Visual Basic | • CSS/ DHTML |
Applications: |
MS Office Professional | IIS | • Visual Studio |
• SQL Server 7 |
Databases: |
• Oracle | MS Access | • MS SQL |
Operating Systems: |
• MS Windows 3.X/ 95/98/NT/98SE/2000/XP/CE | MVS | • QNX |
• Linux | • Sun OS/ Solaris | • HP-UX |
EDUCATION |
Computer System Technologies Diploma Camosun College, Victoria B.C (1998) Advanced Diploma St. Thomas Aquinas High School Spruce Grove A.B. (1994) |
JULIE FORGET
APPLICATION DEVELOPER
EXPERIENCE / SKILLS |
Julie has been with INFORM since March, 1998. Since then, she has worked on the following projects:
Date | Role | Project | Technology |
September /01 – December /01 | Developer | City of Burnaby – Property Database Application Upgrade. This project included two phases. The first phase included data modelling services which provided Burnaby with a custom UML data model diagram and a physical Geodatabase that will be used to store the spatial component of Burnaby’s legal land data, (Parcels, Strata, etc.). The second phase of the project includes ArcGIS 8.1 application development services. In this phase, INFORM will design and develop a new spatial data maintenance application which will provide Burnaby with the ability to maintain their legal land data in the new ArcGIS environment. | ArcGIS Suite |
August /01 – Present | Developer | TheLandBaseEngine Maintenance/Enhancements | Oracle Visual Basic ArcGIS Suite |
July /01 – Present | Developer | TheLandBaseEngine Maintenance and Enhancements (HRIA Module) – INFORM’s Heritage Resource Inventory Application (HRIA) is being used to manage all of the archaeological sites in British Columbia. The maintenance and enhancements of the application ensures that the clients receive semi-annual releases that satisfy their changing business needs. | Oracle Visual Basic ArcGIS Suite |
July /00 – Present | Developer | TheForestManager, Development – TheForestManager is based on INFORM’s ArcGIS 8.1 foundation architecture (The LandBase Application Engine) which utilizes ESRI’s ArcObjects, ArcSDE, and GeoDatabase technologies. The application supports several industry-standard relational databases such as Oracle, SQLServer, and MS Access. Linear feature data such as road networks are stored using ESRI’s SDE dynamic segmentation and are fully integrated with the associated tabular data. The interface has a user-friendly Windows-based architecture, implemented through Microsoft’s Visual Basic. | Oracle Visual Basic ArcGIS Suite |
March /00 – June /00 | Developer | Requirements Tracking System (RTS) RTS is an MS Access based software application used by internal INFORM staff to manage system requirements and track software issues. The application was used by development and support staff and by clients alike on a project by project basis | MS Access VBA |
June /98 – Present | Developer | AquaMAP – The application is corporate-based and will allow an aquaculture company to compile, manipulate, summarize, and report environmental information relevant to farm site operations on a regional and/or local basis. It is compatible with other management software applications that currently address production and/or health information as it relates to farm operations. The AquaMAP software is ISO-14000 compliant, and is installed at sites in British Columbia and South America. | MapObjects MS Access Visual Basic |
January /98 – Present | Developer | Operational Mapping System (OMS) – The system (ArcView) allows each client site to maintain all of the spatial data required for their operational activities. This includes standard units, harvest units, streams, all block type reserves, roads, landings and supporting landscape data. The system is integrated with the Oracle/PowerBuilder system used for Silviculture tracking and harvest planning. | Avenue |
COMPUTER SKILLS |
• Visual Basic | ArcObjects | • ArcView - Avenue |
• ArcInfo - AML | • C++ | • Oracle/PL SQL |
• MS SQL Server/MS Access | • AutoCAD/ MicroStation | • MapInfo |
EDUCATION |
• GIS Database Systems • Geographic Information Systems Technologist, Diploma Program • B.Sc. (Agr.) Environmental Biology Major |
Appendix B: INFORM References
The table below lists and describes past INFORM projects and references which are examples of related project work.
Client – Project: | Ministry of Forests – Forest Roads Management Application (FRMA) |
Reference and Contact: | Contact: Mark Ismay, Information System Branch, Ministry of Forests Telephone: (250) 356-7743 Email: Mark.Ismay@gems7.gov.bc.ca |
Project Description: | The Ministry of Forests (MOF) is tasked with administering an estimated 250,000 - 300,000 km of roads in B.C. INFORM’s TheForestManager application is being used with minor customization to meet the MOF requirements. The spatial and tabular data is warehoused in an Oracle/SDE database and the client application (written in ArcObjects) is being installed at 48 sites and will allow over 200 users in the Ministry from throughout the Province to remotely access the data through an integrated spatial and tabular interface. This system will become the Provincial standard for storing and maintaining forest road information. INFORM successfully localized and deployed TheForestManager for the Ministry within a tight deadline of 90 days. |
Client – Project: | City of Burnaby, BC |
Reference and Contact: | Contact: Brian Sameshima, IS Manager Telephone: (604) 294-7734 Email: sameshima_b@city.burnaby.bc.ca
|
Description: | City of Burnaby – Property Database Application Upgrade This project consisted of 3 phases; Geodatabase Design, Burnaby Property Database (BPD) application development, migration of mapping utilities from ArcInfo 7.x aml based tools to ArcMap 8.1. The result of this work left Burnaby with their first implementation of a legal land Geodatabase (Parcels, Strata, Airspaces, etc) within the ArcGIS environment. Both the Geodatabase and the custom ArcMap tools were designed to accommodate future growth and enhancement in the future for Burnaby.
|
Client – Project: | West Fraser Mills – THEFORESTMANAGER Implementation |
Project Description | TheForestManager application is being used to manage the West Fraser Mills roads data. The spatial and tabular data is warehoused in a GeoDatabase using ArcSDE for Oracle and the client application will service 12 users at their site in Quesnel, British Columbia. |
Client – Project: | MSRM – Heritage Resource Inventory Application (HRIA) |
Reference and Contact: | British Columbia Ministry of Small Business Tourism and Culture, Archaeology Branch Contact: Jack Foster (Project Manager) Telephone: (250) 356-1055 Email: Jack.Foster@gems5.gov.bc.ca |
Project Description: | The Heritage Resource Inventory Application is based on INFORM’s ArcGIS 8.1 foundation architecture, THE LANDBASE APPLICATION ENGINEÔ, which was used in the construction of THEFORESTMANAGERÔ business solution software. The application architecture provides a software development framework, including object-oriented data structures, interfaces, database development tools and a graphical user interface. HRIA provides a customized interface to meet Archaeology Branch’s requirements for data acquisition and management. The Ministry manages approximately 28,000 heritage sites and uses HRIA to manage all of their spatial and tabular data. |