Item5_Asset-Management-Vendor-Award — Grover Beach City Council, July 22, 2024 (part 1 of 2)

Agenda Item No. 5

CITY COUNCIL STAFF REPORT
TO: Honorable Mayor and City Council DATE: July 22, 2024 FROM: Matthew Bronson, City Manager
PREPARED BY: Greg Ray, Public Works Director/City Engineer Gabriel Munoz-Morris, Senior Engineer
SUBJECT: Professional Services Agreement for the Purchase and Implementation of OpenGov Asset Management Software

RECOMMENDATION
Approve a Professional Services Agreement with Psomas in the amount of $65,585 and approve a Master Services Agreement with OpenGov, Inc. for an annual amount up to $32,890.88 and authorize the Mayor to execute the agreements on behalf of the City.

BACKGROUND
Accurate infrastructure knowledge and assessment along with improved operational workflows are key components of ensuring that the City is able to provide effective maintenance and infrastructure services. The City’s existing use of paper records and manual workflows can result in inefficiencies and lost information. Currently, the water, wastewater, and stormwater utility assets (valves, hydrants, pipes, manholes, clean outs, drain inlets, etc.) are not inventoried in a manner that allows for quick access or storage of maintenance and condition information. The proposed asset management solution will provide the benefit of allowing staff to track real-time asset location and condition; maintenance records for each asset; and effectively plan for maintenance and replacements.

In 2021, staff began preparing asset inventories and advertised for proposals for the City of Grover Beach Asset Management Software Procurement project. Staff received and review scored multiple proposals, after which, staff also hosted vendor demonstrations from the highest ranked vendors. The Council subsequently awarded Sedaru a contract for asset management software implementation and annual subscription costs on July 24, 2023. However, at the implementation kick off meeting in August 2023, Sedaru informed the City that they would no longer be supporting their asset management software so the City rescinded the contract.

Following cancellation of the Sedaru contract, staff began the process of preparing a new request for proposals (RFP) for asset management software. The RFP was advertised in February 2024 and the City received proposals from five firms (Brightly, Bucknam Infrastructure Group, InframapiWater, PSD Citywide, and Psomas-Cartegraph). Staff performed an initial review and scoring based on criteria from the RFP. Staff performed a secondary review and selected PSD Citywide, Brightly, and Psomas-Cartegraph (“Cartegraph”) for vendor demonstrations to further evaluate the proposed software solutions and seek additional information from the proposal teams.

After all vendor demonstrations were complete, staff selected Cartegraph as the most effective product for the City’s needs. The Cartegraph software is owned by OpenGov and OpenGov partnered with Psomas, a consulting firm with a team specialized in Cartegraph software Staff Report: Asset Management Professional Service Agreement Page 2 July 22, 2024
implementation, for their proposal. The proposed partnership offers unique benefits to the City during the implementation phase of the software deployment which will ensure that the City avoids costly pitfalls and delays. The OpenGov-Psomas team has successfully provided similar software implementation and management services for agencies of varying sizes throughout California.

Psomas will ensure that the system functions are created to match the City’s specifications and needs and will establish connections to the City’s GIS databases for water, wastewater, storm water, and roadway asset inventories. Psomas will then train staff on management of the software and teach staff how to create new workflows and maintenance programs. Psomas will also host in-person training with operations staff covering field use of the software when responding to work orders and logging data in the system.

Throughout the implementation process, Psomas will be available as a resource in standard setting and best management practices of the software. The subscription includes access for an unlimited number of users, live telephone and email support, 24-hour access to online knowledge portal, and upgrades to new versions. Pending Council approval, staff will begin implementation of the software in the summer of 2024 and expects to “go live” in spring 2025.

FISCAL IMPACT
The cost of this recommended action is included in the City’s operating budget. The recommended action will result in the City purchasing a software license for the Cartegraph Software from OpenGov, with a first-year subscription costs of $29,833 and training costs of $2,800 for a total of $32,633 in FY 2024-25. The annual subscription cost for years two and three will be $31,324.65 and $32,890.88, respectively (representing a 5% annual increase). The recommended action will also result in the City entering into a Professional Services Agreement with Psomas for the implementation of the Cartegraph system for $65,585. The implementation costs and annual subscription costs are in-line with staff estimates from 2021 for asset management and similar to the amounts Council had previously approved for implementation of the Sedaru system in July 2023. All costs will be split equally between the Wastewater Enterprise Fund, Water Enterprise Fund and General Fund.

ALTERNATIVES
The Council has the following alternatives to consider:

1. Approve a Professional Services Agreement with Psomas in the amount of $65,585 and approve a Master Services Agreement with OpenGov, Inc. for an annual amount up to $32,890.88 and authorize the Mayor to execute the agreements on behalf of the City; or

2. Do not approve Agreements; or

3. Provide staff with alternative direction.

PUBLIC NOTIFICATION
The agenda was posted in accordance with the Brown Act.

Attachments

1. Psomas-Cartegraph Proposal

2. Resolution
Exhibit A - Professional Services Agreement-Psomas
Exhibit B - Master Services Agreement-OpenGov
Proposal | 03.28.24
Asset Management Services

CITY OF GROVER BEACH
Attachment 1
i
Table of Contents
1 INTRODUCTORY LETTER1
2 INSURANCE COVERAGE2
3 FIRM QUALIFICATIONS3
4 KEY PERSONNEL QUALIFICATIONS6
5 QUALITY OF CLIENT SERVICE9
6 COST SCHEDULE 13 7 SUPPORTING INFORMATION 15
Psomas | Asset Management Services – City of Grover Beach i
Balancing the Natural and Built Environment
March 28, 2024
City of Grover Beach Public Works Department
Attn: Gabriel Munoz-Morris, Senior Engineer
154 South 8th Street
Grover Beach, CA 93433
RE: Proposal for Enterprise Asset Management (EAM) Software Dear Mr. Munoz-Morris:

Successful digital transformation and implementation of an effective Enterprise Asset Management System (EAMS) requires a firm with a deep bench of subject matter experts aligned with the City’s types of assets and work processes. Psomas is that firm!
Enclosed are Psomas’ qualifications and project references, which are relevant to the City’s current and future EAMS goals. For the City’s asset management project, we have selected OpenGov, Inc. (Cartegraph) as our solution technology partner for their strong asset management solution which has been successfully deployed to over 700 agencies and because they deliver their award-winning solution and support in partnership with their customers for greater success. Psomas’ rich history and experience of providing EAM, GIS, geospatial, and survey solutions tour clients coupled with OpenGov’s software solution implementers make us an unbeatable team! All of our key personnel are highly experienced in asset management systems, and GIS consulting and implementation. Psomas is extremely proud that the majority of our key team members have worked on similar projects together and are senior industry professionals. Providing geospatial services for 28 years, in 2019, we were recognized as one of the top 10 Geospatial Service providers by CIReview.

Psomas is an Esri Silver partner, providing enterprise GIS solutions specializing in the Esri GIS platform that underpins EAMS. OpenGov is alsa Gold Esri Partner and their solution is built on the foundation of the Esri platform. Psomas, partnered with OpenGov, has the credentials and experience to successfully deliver the services sought under this RFP.

As a Vice President and Officer of Psomas, I, Marcia Carrillo, am authorized to bind the firm to the provisions of this RFP and any contract award pursuant tit. Psomas acknowledges Addendum no. 1.

We sincerely appreciate the opportunity to present our proposal for this exciting project. Should you have any questions or require additional information, please do not hesitate to contact our proposed Project Manager, Matthew Pugh, at 951.300.2821 or via email at [email protected].

Sincerely,
Marcia Carrillo, PhD, PMP, GISP
Principal-in-Charge
Matthew Pugh, MS
Project Manager
1650 Spruce Street
Suite 400
Riverside, CA 92507
Tel 951.787.8421
www.Psomas.com
2 2 Insurance Coverage
For the required insurance coverage forms, please see section 7.

Psomas | Asset Management Services – City of Grover Beach 2 3 3 Firm Qualifications
About Psomas
Psomas is a California Corporation and a leading
consulting firm founded in 1946, focused on
geospatial technology, engineering, land survey,
environmental consulting, and construction
management. The cornerstone of our business
approach is to address our clients’ near-term
needs while serving long-term strategies guiding
more effective organizational effectiveness.

Our core strength is our multi-disciplined teams
of experts—top-notch staff who produce
award-winning projects for our clients through
innovation, creativity, and cutting-edge technical
expertise.

As a leading consulting engineering technology
firm, Psomas serves clients in the transportation;
water/wastewater; and public, institutional,
and private land development markets.

Psomas has provided geospatial consulting and
implementation services for over 30 years to
local governments, utilities, and other public and
private agencies throughout the western United
States.

Our geospatial consulting practice works closely
with engineering practitioners and urban planners
to provide industry specific subject matter
expertise when addressing public infrastructure,
water resources, environmental, transportation,
public safety, planning, and related technology
solutions. Psomas Spatial Technology Solutions
is a division of Psomas and a progressive leader in
applying emerging and progressive information
technology solutions with emphasis on spatial
information management and web technology.

Psomas’ Spatial Technology Solutions team
provides broad information technology services
To help organizations plan, implement, and
manage information system solutions. Our
structured approach begins with understanding
and documenting our clients’ business needs and
continues through successful implementations
and with the long-term relationships built.

Our services address the complete life cycle of
information technology deployment, including
requirements and feasibility analyses, system
design, software development, or applications
acquisition, documentation, training, and
installation. We also provide support To help
clients realize the benefits of restructuring their
business workflow.

Qualifications
The Psomas Team has a deep understanding
of local government and utility management
processes rooted in years of working for various
cities and special districts on diverse GIS and
asset management projects. This subject
matter expertise is coupled with GIS technology
expertise that provides an understanding
of Grover Beach needs, challenges, and
opportunities to apply creative GIS and EAM
solutions to current needs and pain points.

Psomas’ proposed Project Manager and Senior
GIS/EAM Consultant, Matthew Pugh, has over 10
years of local government experience supporting
Salt Lake City
San Diego
Pasadena
Sacramento
Seattle
Valencia
Tacoma
Walnut Creek
Santa Ana
Yorba Linda
Riverside
Auburn
Roseville
Los Angeles
Tucson
Wenatchee
Psomas | Asset Management Services – City of Grover Beach 3 4 GIS, EAM, and other software products during
his time with the City of Victorville, CA. The
experience he has gained through his time there
allows him to break down complex workflows and
challenges into understandable and manageable
courses of action to achieve desired results and
successfully deploy new solutions.

Key qualifications that benefit the City of Grover
Beach and differentiate the Psomas Team for this
contract include:
f Expert Knowledge: The Psomas Team
has gained expert knowledge and applied
experience performing as-needed GIS
technical advisory, spatial data maintenance,
and systems integrations for municipal
governments, most recently for the City of
Davis, CA, the City of Carlsbad, CA, the City
of Cerritos, CA and Eastern Municipal Water
District of Riverside County, CA
f GIS Expertise: The Psomas Team has
expertise with Esri and many leading
government solution platforms. This
foundational understanding of these
technologies supports the design of
optimized workflows and integration of data
and process across systems.
f Knowledge and Experience with Similar
Agencies: Our personnel’s credentials and
project references demonstrate Psomas’
ability to provide top quality services to the
City of Grover Beach built on significant
business process improvement consulting
and GIS strategic planning projects for
similar agencies.

Psomas is a long-standing Silver Esri Business
Partner. Our relationship with Esri was
established in the 1980s and is represented by
our consistent engagement through the Esri
Partnership program, continuing education
and training, and participation in both the
annual Esri Developer Conference and the Esri
User Conferences. For a listing of Psomas and
OpenGov's relevant project experience, please
see Section 7-B.

About OpenGov
OpenGov is the leader
in modern cloud
software for cities, counties, state agencies,
school districts, and special districts. With a
mission to power more effective and accountable
government, OpenGov serves thousands of
public sector leaders and their organizations. We
are built exclusively for the unique budgeting and
planning, accounting, permitting and licensing,
and asset management needs of the public
sector. The OpenGov Cloud makes organizations
more collaborative and efficient, enabling best-inclass communication with stakeholders and your community.

OpenGov’s workforce operates in a remote
setting, focusing on specific hubs that include
physical offices in the following cities:
f Corporate Headquarters - San Francisco, CA
f Chicago, IL
f Tampa, FL
f Dubuque, IA
f Portland, OR
f Boston, MA
OpenGov is a privately- and employee-owned
company. OpenGov currently employs more than
600 employees across many functions including
Sales, Marketing, Customer Success, Support,
and Engineering, which is an area of high focus for
the company as we provide consistent updates
and feature enhancements to the software, we
provide our customers.

Company History
After witnessing the City of Palo Alto spend
over $10 million on an ERP system that was
delivered on 20 discs and had green screens,
OpenGov’s founders learned that governments
across the country were similarly hamstrung
by outdated technology. The public sector has
been underserved by its vendors for decades,
Firm Qualifications 3
Psomas | Asset Management Services – City of Grover Beach 4 5 while the digital era has transformed consumer
experiences and private sector organizations.

State and local governments deserve access
to modern cloud software suited for their
increasingly complex needs. Citizens deserve
to know that their tax dollars are being spent by
effective and accountable organizations. Our
public sector leaders deserve to be supported by
companies who act as true partners. In order to
address these needs, OpenGov was born in 2012.

In September 2022, Cartegraph, which had
been designing, implementing, and supporting
its software solutions since 1994, was acquired
by OpenGov. Over the past 10 years, OpenGov
has built software to serve the budgeting
and planning; permitting, licensing, and code
enforcement, procurement and solicitation
development; financial management; and
reporting and transparency needs of local
and state governments. Meanwhile, Asset
Management has developed a powerful suite
of public agency operations and infrastructure
management solutions, including asset work
management tools for public works, utilities,
parks, and facilities teams. By bringing together
these solutions, we can more effectively serve
the key strategic functions of governments.

Today we have over 1,600 government customers
using our cloud-based suites.

Company Qualifications and
Experience
We take pride in our customer focus and realize
that governing is one of the most challenging
careers possible - that’s why we retain a
passionate team that’s walked in your shoes –
with backgrounds in the public-sector - because
it’s critical tour ability to solve real problems,
both in terms of our software development and
customer service we deliver.

The OpenGov Team has over 550 years of
combined Government experience. Check out
just a few of our star players, and their specific
experience in the public sector below.
f Zac Bookman – CE– Former Special Advisor
for Rue of Law and Governance with the
International Security Assistance Forces.
f Quint Pertzsch – Director, Solutions
Engineering – Former GIS Coordinator at the
City of Golden Colorado
f Greg Halverson – Customer Success
Manager – Former Director at the
Buchanan County Economic Development
Commission, Independence, IA
f Emily Parker – Associate Manager,
Implementation Analyst – Former Assets
Coordinator at Town of Marana, AZ
Awards and Credentials
As mentioned above, OpenGov employees
have over 500 years of collective government
employment experience, and many of our key
personnel are members of government-focused
organizations like GFOA and ICMA. OpenGov has
consistently appeared on the GovTech 100 list for
several years, was named to the Forbes 2022 list
of America's Best Startup Employers and most
recently was named as a 2023 Top Workplaces
USA We focus our hiring on top-tier talent pools
for individuals with proven track records in
government and/or the government technology
SaaS industry.

Firm Qualifications 3
Psomas | Asset Management Services – City of Grover Beach 5 6 4 Key Personnel Qualifications
Marcia Carrillo, PhD, PMP, GISP Principal-in-Charge – Psomas f Eastern Municipal Water District, Enterprise
GIS Strategic Plan and Support – Perris, CA
f Jurupa Community Services District, Asset
Management Needs Assessment – Jurupa
Valley, CA
f North Orange County Community College
District, Campus-wide Utility Mapping and
Infrastructure Master Plan – Anaheim, CA
f City of Riverside, CADME GIS Replacement –
Riverside, CA
f Bureau of Engineering, Enhanced Excavation
(U) Permit System – Los Angeles, CA
Education
1998/PhD/Soil and Environmental Science/
University of California, Riverside
1987/BS/Electrical and Electronics Engineering/
California State Polytechnic University, Pomona
Certification
Geographic Information Systems Professional/GIS
Certification Institute
Data Science Certificate/ University of California,
Irvine/
Project Management Professional/Project
Management Institute/2139321
Marcia Carrillhas 24 years of experience in geospatial solutions for government and utilities. As a PMP, Marcia leads large-scale projects applying appropriate solutions including enterprise cloud-based technology and software development solutions, mobile applications, and advanced data analytics.

She has devoted her career to making technology work for everyone. She is known for bringing innovative and best practices to project management and technical implementation, as well as her strong creativity, agile problem solving and comprehension of IT solutions. Marcia plays an integral part on projects to ensure clients' business goals are achieved.

Matthew Pugh, MS Project Manager – Psomas
f Cartegraph EAMS Implementation – City of
Issaquah – Issaquah, WA
f Wet Utility Improvement Plan Mapping – City of
Milpitas – Milpitas, CA
f Parks Asset GIS Data Preparation for EAM
System – Carlsbad, CA
f EnerGov Land Management Fee Structure
Overhaul – Victorville, CA
Education
2016/MS/Geographic Information Science and
Technology/University of Southern California, Los
Angeles
2011/BA/Geography/California State University, San
Bernardino
2008/AS/Math and Science/Victor Valley College,
Victorville
Matthew is a geospatial professional with over 12 years of local government and utility district experience in GIS, information technology, and location intelligence; local government urban planning and land development; and private sector GIS, real estate and land development. For 11 years, he served as Interim Technology Officer for the City of Victorville, where he developed an operating budget for the IT Department; initiated and managed a $3.7 million data center; rebuilt the department's staff; managed the upgrade of the City's internet and wide-area network; managed communications network design; and completed a multi-year water distribution network. Matthew also prepares reports and develops projects to execute the client's vision and administer all aspects of ArcGIS Enterprise software.

Psomas | Asset Management Services – City of Grover Beach 6 7 Keith Palmer, MS GIS Specialist, Programmer, Technical Manager – Psomas
f Development of the Psomas SitStat
Application – Multiple Counties, CA
f Enterprise GIS Implementation, Civic San
DiegoCorporation – San Diego, CA
f RSIP Enterprise GIS Program at Great Falls
International Airport – Great Falls, MT
f California High Speed Rail Authority Land
Conveyance Program – Madera, Fresno, Tulare,
and Kings Counties, CA
Education
1989/MS/Geography/University of California,
Riverside
1986/BS/Geography/University of California,
Riverside
Keith Palmer has 34 years of experience working with enterprise-scale GIS architectures, applications, and databases deployed on premises and in cloud configurations. He has expert knowledge of client server and internet systems architectures, security management, software development processes, and system administration. Keith is experienced in requirements gathering, translating user needs to system functional requirements, and developing compliant software solutions. He has an expert understanding of the Esri GIS Platform and practical approaches for applying Esri tools aligned with client business needs. He applies the Rational Unified Process (RUP) and Agile Development Methodology for application development and deployment.

Sam Holownia GIS Consultant – Psomas
f City Park and Irrigation System Asset Data
Design, City of Carlsbad – Carlsbad, CA
f Electrical Utility GIS Data Design and Build, City
of Victorville – Victorville, CA
f Water Distribution System Mapping Support,
City of Victorville – Victorville, CA
f Planning Department GIS Support, City of
Victorville – Victorville, CA
Education
2021/BS/Geography/University of Idaho, Moscow
Sam Holownia is a GIS Analyst specializing in utility and local government data. With a background in high-accuracy field data collection using GPS technology, Sam is detail-oriented and possesses strong analytical skills. He is proficient in the Esri ArcGIS suite, including ArcGIS Pro, Field Maps, Survey123, ArcGIS Online, and Enterprise. Sam's expertise extends to managing complex datasets related to water, sewer, irrigation, gas, and electrical utilities. Additionally, he is recognized for providing exceptional customer service, fostering positive relationships with clients and stakeholders.

Lucia Lopez, MS GIS Consultant – Psomas
f Irrigation System Mapping - Carlsbad, CA
f Sewer Master Plan GIS Database Build -
Cerritos, CA
f Aerial and Contour Data Conversion – North
Tahoe Public Utility District – Tahoe Vista, CA
f Hydraulic Modeling GIS Data Conversion –
North Tahoe Public Utility District – Tahoe
Vista, CA
Education
2023/MS/(Expected) Geospatial Information
Systems/University of Arizona, Tucson
/BS/Geography/University of Arizona, Tucson
Lucia Lopez is a skilled GIS analyst with over five years of experience in the field. Her expertise lies in data analysis, desktop and cloud applications, and local government solutions. She is highly proficient in applying data engineering methods to develop innovative spatial solutions, and her strong knowledge of GIS technology allows her to provide practical solutions aligned with her clients' business needs. Lucia is well-versed in the Esri ArcGIS platform, as well as open source GIS applications, which she utilizes to provide comprehensive solutions to complex spatial problems. Her deep understanding of GIS technology allows her to design and implement cutting-edge tools and techniques to support her clients' operations. Lucia is passionate about GIS technology and uses her expertise To help organizations leverage spatial data to achieve their goals.

Key Personnel Qualifications 4
Psomas | Asset Management Services – City of Grover Beach 7 8 Kelsey Oltz Senior Project Manager - OpenGov
f City of Corpus Christi, TX
f Village of Hoffman Estates, IL
f City of Vineland, NJ
f Del OrWater Company, CA
f City of Carlsbad, CA
f County of Denver, CA
Education
Bachelor of Professional Studies in Business
Management
Certifications
Project Management Generative AI Overview for
Project Managers, Project Management Institute
Project Management Professional (PMP)
Digital Intelligence Series, Project Management
Institute
Business Continuity, Project Management Institute
Diversity, Equity, and Inclusion in the Workplace
As a seasoned Senior Project Manager at OpenGov, Kelsey excels in orchestrating multifaceted deployments for numerous clients, meticulously setting scopes, timelines, and deliverables to ensure successful outcomes. With adept leadership, she guides deployment teams and customer resources, maintaining a vigilant eye on project portfolios to swifty address risks and issues through comprehensive mitigation plans. Her capacity to oversee a portfolio of 20-25 complex projects underscores her adeptness in project tracking and delivery.

Cameron Tiernan Implementation Consultant - OpenGov
f City of Asbury, IA
f City of Banning, CA
f Canton Township, OH
f Cole County, MO
f Village of Elk Grove, IL
Education
BA/Computer Information Systems/Clarke
University
Cameron has four years of experience supporting and implementing asset/operations management software – starting as a Technical Support Specialist with Cartegraph for two years and spending the past two years as an Implementation Support Specialist.

Emily Parker Associate Manager, Implementation
Analyst - OpenGov
f Arapahoe County, CO
f City of Ashland, OR
f City of Blackfoot, ID
f City of Burleson, TX
f City of Cambridge, MA
Education
BA/Comparative Cultural Studies/Northern
Arizona University
Certifications
Cartegraph Admin Certification
Prior to joining Cartegraph’s team, Emily worked in local government implementing Cartegraph Asset Management for the Town of Marana, AZ. During her time with the Town, she implemented Cartegraph Asset Management within Public Works, Water, Wastewater and Parks & Recreation.

Emily has a strong grasp on software implementation, asset management, GIS, and is deeply committed to utilizing those platforms to further organizational goals and standards. Emily is accustomed to taking on large projects and responsibilities while cultivating dynamic leadership, integrity, and solid performance
Key Personnel Qualifications 4
Psomas | Asset Management Services – City of Grover Beach 8 9 5 Quality of Client Service
Psomas’ prime commitment tour clients is to
deliver superior customer service as a consultant
of choice. Psomas understands the importance
of commitment tour clients' projects and the
impact it has tour client’s overall success. Our
dedication to excellence, demonstrated through
our track record and internal procedures, ensures
that we consistently deliver high-quality service
to municipal governments like the City of Grover
Beach.

Selecting the right firm to implement an
enterprise asset management system is
paramount to the success of the EAM program
at Grover Beach, and Psomas is confident that
we are the best choice to achieve this goal.

At Psomas, we understand the intricacies of
modern asset management practices and the
pivotal role technology plays in driving efficiency,
productivity, and sustainability. Selecting Psomas
is not just a choice, it is an investment in enduing
excellence.

Below, we have outlined several key factors that
demonstrate our commitment to the highest
level of services tour clients:

Availability and Timelines
At Psomas, we pride ourselves on our unwavering
commitment to providing prompt, reliable, and
accessible assistance tour clients whenever they
need it most. We understand that downtime can
have costly repercussions, disrupting operations,
impacting productivity, and eroding customer
trust. That's why we prioritize availability,
ensuring that our team of dedicated experts is
always just a phone call or email away, ready to
spring into action at a moment's notice.

We recognize that every minute counts in
the digital age, where rapid response times
can mean the difference between seizing an
opportunity and missing out. That's why we've
streamlined our communication channels and
implemented efficient ticketing systems to
ensure that your inquiries are addressed promptly
and professionally. Whether you prefer phone
support, email correspondence, or real-time
chat functionality, our goal is to provide you with
the means to reach us quickly and effortlessly,
enabling us to address your needs with the
urgency they deserve.

Our commitment to availability and timeliness
extends beyond just reactive support; it
encompasses proactive engagement and
ongoing communication to anticipate and prevent
issues before they arise. Through regular checkins, status updates, and proactive maintenance, we strive to keep you informed and empowered,
enabling you to stay ahead of potential challenges
and maximize the uptime and performance of
your enterprise asset management system.

Communication, Engagement and
Reporting
Psomas believes in transparent communication
during and after our engagement with our
clients. At the project outset, Psomas and the
City project team lead will agree to a standard
communications protocol defining points of
contact, preferred communication methods,
and issue escalation procedures. The following
Psomas | Asset Management Services – City of Grover Beach 9 10 is the proposed communication and reporting
standard.
f Project Activity Reporting: Weekly or biweekly status review through a brief virtual meeting with project team members. An
action punch list is used to quickly review
status of actions. This process helps assure
planned actions are tracked and issues
identified and addressed quickly. Monthly,
a status report is produced that provides a
complete overview of the project addressing
accomplishments, issues, planned actions,
and updated schedule.
f Project Web: Psomas will deploy a project
collaboration website using Teamwork and
Microsoft SharePoint at project initiation
to serve as a master project information
repository. All schedules, plans, reports,
deliverables, and source information will
be posted and accessible through the site.

Automated email notifications are sent to
site participants as the content is modified.
f Project Communication: Effective
communications are vital for successful
project execution. Psomas will employ
a variety of methods appropriate to the
specific issue and audience. Methods include
on-site meetings, web meetings, telephone
calls, email, and written reports and memos.

In order to reduce costs, Psomas will perform
status calls, workshops, and training sessions
remotely, and when requested or warranted,
can be on site to maximize effective
communications with the City of Grover
Beach team.

Internal Procedures for Quality
Assurance and Cost Control
Psomas applies Project Management Institute
principles and practices tour project management
activities. The following methods are consistent
with the Psomas Project Management Manual and
will be used throughout the engagement with the
City. These methods are adaptable to the type
of project (i.e., software, data, consulting) and
the scale of the project so that the appropriate
level of control and communication is applied.

Following these procedures allows Psomas to
identify project risks well ahead of time to avoid
budget overruns, schedule changes, or change
orders:
f Up-front Scoping and Agreement with the
City: Initial Task Order execution activities
focus on clear definition of the task scope
through detailed review with the City
and writing a SOW detailing processes,
goals, project parameters, deliverables,
roles and responsibilities. This up-front
communication is the foundation and
specification for the Task Order.
f Weekly Team Meetings: Weekly
engagement of the project team (more
often, as needed) assures roadblocks are
addressed in a timely manner, performance
variances are identified, and adjustments are
made as appropriate. Each week, Psomas’
cost tracking results are referenced, as
well as the project activities and schedule.

Significant issues will be escalated and the
City project lead notified.
f Bi-Weekly Task Progress Review and City
Update: These meetings follow a prescribed
briefing and discussion format for succinct
status reporting and issue discussion with
the City. A key objective is to resolve open
Quality of Client Service 5
Psomas | Asset Management Services – City of Grover Beach 10 11 issues, report status, and make necessary
course corrections, if needed.
f Monthly Formal Progress Report: Monthly
written status reports include scope,
budget, schedule, and quality reporting.

Variances are discussed and addressed with
appropriate actions. Schedule adjustment
may be made, if necessary, to accelerate or
vary the pace of the project.
f Work Breakdown Structure (WBS): Psomas
develops the SOW with an appropriate level
of granularity defining incremental progress
tasks. These WBS elements are set so that
progress can be measured predominantly
by a complete or not complete at the task
level to avoid misestimation of percent
complete. WBS components typically do not
exceed two-week durations. This approach
increases the certainty of progress tracking
and project completion forecasting.
f System Deployment Methodology:

Choosing a waterfall, Agile, or hybrid
software deployment methodology helps
tmanage project scope. Clearly defined
efforts may be defined by a waterfall process
when discovery is not a significant part
of the project. Agile becomes important
when there are project details lacking and
iterative engagement with the City and the
developer is the best method for developing
common understanding of needs and design
expectations.
f Cost to complete: Cost to complete
forecasting is performed monthly on
remaining work activity and reflects all
known project conditions that may inhibit or
enhance performance compared to the initial
project understanding during the project
initiation phase. Projections higher than
budgeted amounts will be addressed with the
City
f Quality Control Plan, Test Criteria, Testing
Process: Up-front definition of test criteria
and a test plan establish a methodology for
quality testing, reporting, and assurance.
f Change Order Process: Change orders may
be used by the City to modify the SOW based
on new task order parameters – more work,
design changes, or discovery of unknown or
unanticipated information. Scope changes
will be deferred to future Task Orders where
possible but, when necessary, new tasks will
be defined and priced accordingly.
f Online Issue Tracking: Psomas uses an
online issue tracking collaboration site
that facilitates timely identification and
notification of issues. The City team and
Psomas will have concurrent access to the
issues. Each issue is assigned a category,
a primary person for resolution, and
the system automatically notifies issue
stakeholders as dialog occurs. The system
records a conversation thread and maintains
a persistent archive of issues.
f Anticipating Project Issues: Psomas has
significant and diverse GIS and EAMS
project experience that provides a frame of
reference for anticipating project issues as
well as developing mitigation practices
Long-Term Client Relationships
Long-term client relationships are the lifeblood
of our firm, serving as the cornerstone of our
success and driving our continued growth and
evolution. At our core, we view our clients not just
as business partners, but as valued collaborators
on a shared journey towards excellence. From
the very outset, we prioritize building strong,
enduring bonds with our clients, founded on trust,
transparency, and mutual respect. We take the
time to truly understand their unique challenges,
goals, and aspirations, forging relationships based
on empathy, and a genuine commitment to their
success.

Our dedication tour clients doesn't end with the
successful implementation of their enterprise
asset management systems; it's an ongoing
Quality of Client Service 5
Psomas | Asset Management Services – City of Grover Beach 11 12 journey of collaboration, innovation, and
continuous improvement. We remain deeply
invested in their long-term success, offering
comprehensive support, proactive maintenance,
and tailored solutions to meet their evolving
needs and challenges.

Moreover, our long-term client relationships
serve as a source of inspiration and motivation
for our team, driving us to continually raise the
bar and exceed expectations. We cherish the
opportunity to grow and evolve alongside our
clients, celebrating their successes as our own
City of Los Angeles (8 Years)
Psomas has been providing high quality GIS, EAMS, and business process consulting services since 2016. During this time, Psomas has completed several projects, including TOS 53 Development Service’s UPermit Application, TOS 12 Build LA Application Development, TOS 52, Streets Sweeping Optimization, TOS 32 System Support EAM Needs Assessment, GIS Mapping for City of Los Angeles Housing Authority,
Eastern Municipal Water District (8 Years)
Psomas has been providing EMWD with as-needed GIS consulting services since 2016 and has been with them every step of the way since they created an Enterprise GIS Program. Psomas engaged with EMWD to perform their initial GIS Master Plan in 2016 and has since completed projects including a business process review of their as-built mapping and updating workflows, various web GIS applications, sub utility engineering treatment plant mapping, and ETL script development.

County of Alameda (11 Years)
Psomas has been providing full-cycle support for the county GIS program since 2013. Over this 11 year period, Psomas has performed 60 individual projects including an award winning canvassing mobile application, an Assessor’s parcel viewer, Community Development Agency viewer, case management record access, flood control asset inventory, gas pipeline viewer, field asset inventory, computerized work management system, election results viewer, precinct consolidation management application, and City parcel data sharing.

City of Martinez (12 Years)
Psomas has been providing GIS and technical services as well as survey, planning and hydraulic modeling services since 2012. Primary efforts were aimed at digitizing, collecting, and building the city’s water distribution system in a GIS, converting all as-builts and CAD data tGIS, as well as design and deployment of their Landvision web mapping application in Lightbox. Psomas has also provided a failure risk data integration with FRACTA data tenable the city to better manage water system assets long term.

City of Santa Barbara (19 Years)
The City of Santa Barbara has been using Cartegraph successfully for 19 years. They are currently using Cartegraph to manage facilities, parks & recreation, signals, stormwater, transportation, walkability, wastewater collection, water distribution assets and have an integration with their ERP system, CIS Infinity. The City began with Cartegraph’s legacy software, Navigator, in 2005 and successfully converted to the current cloud solution in 2016. and learning from their feedback and insights to
refine and enhance our offerings.

We value long-term partnerships with our clients
and strive to build enduring relationships based
on trust, transparency, and mutual respect. The
below matrix detailing our extensive experience
working with clients over the past several years.

These clients, some of whom are also listed as
references, attest tour commitment to their
projects and our ability to deliver sustainable
results over time. Long-term Clients include the
following:

Quality of Client Service 5
Psomas | Asset Management Services – City of Grover Beach 12 13 6 Cost Schedule
Costs for implementation of the OpenGov
Cartegraph software solution are divided intthree
(3) major sections:
f GIS Environment Preparation and Hosting
f Cartegraph Implementation
f Cartegraph Support and Maintenance
Below outlines the cost of services for each
section. This cost schedule is valid from April 1,
2024, to December 31, 2024.

Hourly Bill Rates are calculated using a universal
multiplier of 3.15 over the position’s expected
annual salary. Psomas does not use multipliers on
Cartegraph implementation services rates.

Invoices for GIS services, Cartegraph
implementation services, and reimbursable
expenses shall be sent to Psomas at the below
address:

Psomas
865 S Figueroa St # 3200
Los Angeles, CA 90017
Invoices for software licensing, annual
subscriptions, conversion services, and
integration services shall be sent to OpenGov at
the below address:

OpenGov, Inc.
6525 Crown Blvd. #41340
San Jose, CA 95160
GIS Environment Preparation
and Hosting
Psomas provides complete Esri ArcGIS services
from data creation and management to ArcGIS
Enterprise Cloud hosting on AWS. The City of
Grover Beach may choose tengage with Psomas
in the following:

GIS Data Preparation
Psomas can assist the City with preparing its GIS
data for use in Cartegraph. Psomas has a highly
skilled team of GIS technicians and analysts with
many years of experience working with public
works and utility assets. Cartegraph requires
that all GIS-based assets have a non-repeating
unique ID number for each layer, and Psomas
can assist the City with ensuring the data meets
these requirements. Psomas’ hourly rates for asneeded GIS services are outlined below. The City may determine how many hours are necessary, if
any, to prepare its data for use in Cartegraph.

Resource Rate
GIS Technician $95
Senior GIS Technician $112
GIS Analyst $125
Senior GIS Analyst $165
GIS Task/Project Manager $215
GIS Environment Deployment
Consulting
Psomas can advise the City of Grover Beach with
the most effective methodology for hosting its
current GIS data for use in Cartegraph. There
are multiple methodologies and best practices
of varying cost and complexity, and Psomas has
the ability to advise on and implement these
strategies. Below are GIS deployment strategies
Psomas is proficient in implementing:
f Locally Hosted ArcGIS Server
f Cloud Hosted ArcGIS Server
f Locally Hosted ArcGIS Enterprise
f Cloud Hosted ArcGIS Enterprise
f ArcGIS Online
Psomas | Asset Management Services – City of Grover Beach 13 14 Hourly Rates for the GIS Environment
Deployment Consulting are outlined below:

Resource Rate
Senior GIS Process Consultant $215
GIS Technology Manager $225
GIS Task/Project Manager $215
GIS Data and Environment Hosting
Psomas hosts Esri ArcGIS environments of
varying complexity for many of our clients using
the AWS Cloud. Per Esri licensing regulations, the
City of Grover Beach would need thave its own
ArcGIS software licensing in place and Psomas
assumes that the City of Grover Beach would
separately obtain Esri ArcGIS licensing that suits
their needs. Below are Psomas’ rates for hosting
an ArcGIS environment for the City of Grover
Beach on the AWS Cloud:

Service Rate
ArcGIS Environment Hosting on
AWS
$8,500 per
year
AWS Setup (20 Hours minimum) $225 Per
Hour

CARTEGRAPH IMPLEMENTATION
Cartegraph is implemented using the
methodology outlined in Section 7-D.

Implementation costs are fixed fee and are
charged by project milestone as follows:

Project Milestone Payment
Project Kickoff 25%
Requirements Gathering Workshops 25%
Train the Trainer 25%
Go-Live 25%
Based on the asset list and number of users (15),
the projected Cartegraph implementation cost
will be $54,500.00 with another $10,000.00 of
reimbursable expenses and will be implemented
in a single phase provided that asset inventories
are prepared at the time of project kickoff. A
multi-phase approach can be considered should
the City require additional time to prepare asset
inventories in GIS ahead of implementation.

The below table outlines the projected
implementation fee schedule:

Project Milestone Payment
Type
Amount
Project Kickoff Fixed Fee $13,625
Requirements Gathering WorkshopsFixed Fee $13,625
Train the Trainer Fixed Fee $13,625
GLive Fixed Fee $13,625
Reimbursable Travel
Expenses
As Expended w/ NTE*$10,000
Implementation Total $64,500
*NTE = Not tExceed
**Reimbursable Expenses include the following
categories: travel (airline tickets, parking,
lodging, mileage, rideshare/taxi service,
gasoline), printing, cell phone usage, meals
and miscellaneous expenses while traveling or
staying overnight, office supplies necessary for
conducting on-site events, equipment rentals
(projectors, laptops, mobile devices), or any other
reasonable and necessary expenses directly
related to the software implementation project,
with prior approval from the City of Grover Beach
and in compliance with state regulations.

OpenGov also provides data conversion services
and software integration services that can be
negotiated upon request.

CARTEGRAPH SUPPORT AND MAINTENANCE
The Cartegraph software annual subscription
fee, which includes support services and
maintenance, is estimated at $35,310.00 for the
first year with a 5% increase year over year during
the initial three year contract term.

Cost Schedule 6
Psomas | Asset Management Services – City of Grover Beach 14 15 7 Supporting Information
7-A: Insurance Coverage Certificates

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$ PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOS ONLY AUTOS

NON-OWNED

OWNED SCHEDULED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER

OTH- STATUTEPER
(MM/DD/YYYY) LIMITS POLICY EXP (MM/DD/YYYY)

POLICY EFF LTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $
AGGREGATE $
$
OCCUR

CLAIMS-MADE
DED RETENTION $
PRODUCTS - COMP/OP AGG $
GENERAL AGGREGATE $
PERSONAL & ADV INJURY $
MED EXP (Any one person) $
EACH OCCURRENCE $

DAMAGE TO RENTED
PREMISES (Ea occurrence) $

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PROJECT LOC

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
11/1/2023
Greyling Ins. Brokerage/EPIC
3780 Mansell Road, Suite 370
Alpharetta GA 30022
Sharon Brubaker
770.756.6599 770.756.6599
[email protected]
National Union Fire Ins Co of Pittsburg 19445
PSOMAS Travelers Property Casualty Co of Amer 25674
Psomas
865 South Figueroa Street
Suite 3200
Los Angeles CA 90017
1360183551
A X 2,000,000
X 500,000
25,000
2,000,000
4,000,000
X
GL5268212 4/1/2023 4/1/2024
4,000,000
A 2,000,000
X
X X
CA4489706 4/1/2023 4/1/2024
B X X CUP6W18197123NF 4/1/2023 4/1/2024 1,000,000
1,000,000
X 10,000
A
A X
N
WC015893764 (AOS)
WC015893765 (CA)
4/1/2023
4/1/2023 4/1/20244/1/2024 1,000,000
1,000,000
1,000,000
Sample Certificate
Psomas | Asset Management Services – City of Grover Beach 15 16 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOS ONLY AUTOS

NON-OWNED

OWNED SCHEDULED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER

OTH- STATUTEPER
(MM/DD/YYYY) LIMITS POLICY EXP (MM/DD/YYYY)

POLICY EFF LTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $
AGGREGATE $
$
OCCUR

CLAIMS-MADE
DED RETENTION $
PRODUCTS - COMP/OP AGG $
GENERAL AGGREGATE $
PERSONAL & ADV INJURY $
MED EXP (Any one person) $
EACH OCCURRENCE $

DAMAGE TO RENTED
PREMISES (Ea occurrence) $

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PROJECT LOC

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
10/6/2023
AssuredPartners Design Professionals Insurance Services, LLC 3697 Mt. Diablo Blvd Suite 230
Lafayette CA 94549
Lisa Shimizu-Fookes
714-427-3482
[email protected]
License#: 6003745 XL Specialty Insurance Co. 37885
PSOMAS0-01
PSOMAS
865 S. Figueroa Street, Suite 3200
Los Angeles CA 90017
399905577
A Professional Liab & Poll. Liab
Claims-Made Form
Retro date 10/15/1947
Y DPR5018205 10/15/2023 10/15/2024 Per Claim
Aggregate Limit
$2,000,000
$2,000,000
Additional Insured Status is not available on Professional Liability Policy.

Evidence of coverage in force.
30 Day Notice of Cancellation

FOR PROPOSAL ONLY
*
*
...

Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 16 17 City of Issaquah, WA – Cartegraph
Implementation
Cost: $271,000
Prime Consultant: Psomas | Sub-Consultant: OpenGov Reference:

Roma Hicks
Senior Applications Analyst
City of Issaquah, WA
130 E Sunset Way
Issaquah, WA 98027
E: [email protected]
P: 425.837.3000
Assets: Water, wastewater, stormwater, transportation,
walkability, facilities, and parks
Integrations: SeeClickFix
Conversions: In-house CMMS (work orders and asset
records)
GIS Services: None
City of Carlsbad, CA – Cartegraph
Implementation and GIS Services
Cost: $624,000
Prime Consultant: Psomas | Sub-Consultant: OpenGov Reference:

Devin Castel
Business Technology Manager
City of Carlsbad
1775 Dove Lane
Carlsbad, CA 92011-4948
E: [email protected]
P: 442-339-2065
Assets: Water, wastewater, stormwater, parks, facilities, traffic signals, signs, transportation, walkability, and fleet
Integrations: Rock Solid, Arbor Access, Central Square, GraniteNet, DigAlert
Conversions: Infor Public Sector (aka: Hansen)
GIS Services: Park Inspection Site GIS Mapping, Park
Asset Mapping, Park Irrigation System Mapping
Santa Barbara, CA – Cartegraph Implementation Cost: $334,000 Prime Consultant: OpenGov Reference:

Alec Hardy
Applications Administrator
City of Santa Barbara
735 Anacapa St
Santa Barbara, CA 93101
E: [email protected]
P: 805.897.1987
Assets: Facilities, parks & recreation, signals,
stormwater, transportation, walkability,
wastewater collection, water distribution
Integrations: CIS Infinity
Conversions: Navigator (legacy Cartegraph System)
GIS Services: None
Laguna Beach, CA – Cartegraph Implementation Cost: $104,000 Prime Consultant: OpenGov Reference:

Jason Walker
Senior Operations Supervisor
City of Laguna Beach
505 Forest Ave
Laguna Beach, CA 92651
E: [email protected]
P: 949.464.6634
Assets: Facilities, stormwater, wastewater
collection
Integrations: 811 System
Conversions: None
GIS Services: None
7-B: Relevant Project Experience Table
Psomas has extensive experience providing asset management services. The below projects represent Psomas’s most recent asset management projects:

Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 17 18 Poway, CA – Cartegraph Implementation Cost: $229,000 Prime Consultant: OpenGov Reference:

Brad Rosen
Interim Director of Finance
City of Poway
13325 Civic Center Dr
Poway, CA 92064
E: [email protected]
P: 858.669.4452
Assets: Facilities, parks & recreation, signals, stormwater, transportation, wastewater collection, wastewater treatment, water distribution,
water treatment
Integrations: Fuelmaster, SeeClickFix
Conversions: Navigator (legacy Cartegraph system)
GIS Services: None
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 18 19 7 | Page RFP: AM 2024
SECTION 3 - PROPOSAL INSTRUCTIONS

3.1 PROPOSER QUALIFICATIONS
Proposers must provide information to questions below in response to this RFP:

QUESTION VENDOR RESPONSE

1. Vendor contact information for
future inquiries.

2. Number of Agencies utilizing
your software?

3. How long has your software
been in operation?

4. Based on our size and
water/wastewater focus, provide
at least one reference agency
with contact information (San
Luis Obispo County or Central
Coast (Ventura to King City)
preference).

5. Does your company provide any
unique or differentiating
capabilities?

6. Does your software host GIS
services? If not, how does your
software integrate into GIS?

7. Based on the stated Objectives,
please provide a budgetary
quote and a proposal for the
startup and annual maintenance
cost.

8. How is infrastructure in the
model updated? If the City needs
to make updates once per
quarter, how is this completed
and is there additional cost to
this?

9. Please provide any optional
costs for training, technical
support or additional modules.

10. How long to implement following
notice to proceed?
Patty Martin, Account Executive
[email protected]
404-838-8227
642 utilizing Cartegraph Asset Management
Over 1,700 agencies utilizing OpenGov in some capacity
Cartegraph was founded in 1994
City of Santa Barbara, CA
Michael Pease:
[email protected]
805-564-5382
Bi-directional GIS integration, ScenariBuilder feature that allows for capital improvement project planning, and comparative analysis of project plans. Backed by a mission-driven, government-centric company Yes. We have an inate, bi-directional integration with ESRI Annual Subscription: $28,000-$36,000
Implementation Fee: $45,000-$70,000
**Need to dig deeper to better understand the level of effort for implementation, but this should be a fairly accurate range** Cartegraph integrates with your ESRI, GIS account. You can make continuous updates to infrasture in GIS or Cartegraph whenever, and each system will updte. There is no added fee for this, it is out of the box functionality.

On-site training: $2,400 per day plus travel expenses
Comcate 311: $10,000 per year
- Comcate is our preferred 311 partner, and it integrates directly intCartegraph
Average implementation period is 6 t9 months
7-C: Proposer Qualifications Questionnaire
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 19 20 Section 7-D: Project Team
Integration

1. OVERVIEW AND APPROACH

1.1. AGREEMENT
This Statement of Work (“SOW”) identifies
services that Psomas and OpenGov, Inc.
(“Psomas and OpenGov” or “we”) will perform
for City of Grover Beach, CA (“Customer” or
“you”) pursuant to that order for Professional
Services entered into between OpenGov and the
Customer (“Order Form”) which references the
Master Services Agreement or other applicable
agreement entered into by the parties (the
“Agreement”).
f Customer acknowledges and agrees that
this Statement of Work is subject to the
confidentiality obligations set forth in
the Agreement between OpenGov and
Customer.
f The Deliverables listed in Appendix B are the
single source of the truth of the deliverables
to be provided.
f Customer’s use of the Professional Services
is governed by the Agreement and not this
SOW.
f Upon execution of the Order Form or other
documentation referencing the SOW, this
SOW shall be incorporated by reference into
the Agreement.
f In the event of any inconsistency or conflict
between the terms and conditions of this
SOW and the Agreement, the terms and
conditions of this SOW shall govern with
respect to the subject matter of this SOW
only. Unless otherwise defined herein,
capitalized terms used in this SOW shall have
the meaning defined in the Agreement.
f This SOW may not be modified or amended
except in a written agreement signed by a
duly authorized representative of each party.

PROJECT MANAGER AND

IMPLEMENTATION CONSULTANT
Matthew Pugh, MS
PSOMAS

PROJECT MANAGER
Gabriel Munoz-Morris

PROJECT DIRECTOR
Marcia Carrillo, PhD, PMP, GISP
PSOMAS

INTEGRATIONS

ANALYST
Keith Palmer, MS
PSOMAS
City of Grover Beach
Organization Chart

IMPLEMENTATION

ANALYST
Sam Holownia
PSOMAS

IMPLEMENTATION

ANALYST
Lucia Lopez, MS
PSOMAS

SENIOR PROJECT MANAGER
Kelsey Oltz

IMPLEMENTATION CONSULTANT
Cameron Tiernan

IMPLEMENTATION ANALYST
Emily Parker
OpenGov
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 20 21 f OpenGov will be deployed as is, Customer
has access tall functionality available in the
current release.

2. STATEMENT OF WORK
This SOW is limited to the Implementation of
the Psomas and OpenGov Enterprise Asset
Management as defined in the Psomas and
OpenGov Responsibilities section of this
document (Section 2.5). Any additional services
or support will be considered out of scope.

2.1. PROJECT SCOPE
Under this project, Psomas and OpenGov
will deliver cloud based Enterprise Asset
Management solutions To help the Customer
power a more effective and accountable
government. Psomas and OpenGov's estimated
charges and schedule are based on performance
of the activities listed in the “Psomas and
OpenGov Responsibilities” section below.

Deviations that arise during the project will be
managed through the procedure described in
Appendix A-2: Project Change Control Procedure,
and may result in adjustments to the Project
Scope, Estimated Schedule, Charges and other
terms. These adjustments may include charges
on a time-and-materials or fixed-fee basis using
Psomas and OpenGov’s standard rates in effect
from time ttime for any resulting additional work
or waiting time.

2.2. FACILITIES AND HOURS OF COVERAGE
Psomas and OpenGov will:

A. Perform the work under this SOW remotely,
except for any project-related activity which
Psomas and OpenGov determines would be best
performed at your facility in order to complete its
responsibilities under this SOW.

B. Provide the Services under this SOW during
normal business hours, 8:30am t6:00pm local
time, Monday through Friday, except holidays.

2.3. KEY ASSUMPTIONS
The SOW and Psomas and OpenGov estimates
are based on the following key assumptions.

Deviations that arise during the proposed project
will be managed through the Project Change
Control Procedure (see Appendix A-2) , and
may result in adjustments to the Project Scope,
Estimated Schedule, Charges, and other terms.

Per
A. The Psomas and OpenGov Suites are not
customized beyond current capacities based on
the latest release of the software.

B. Individual software modules are configured
based on discussions between Psomas and
OpenGov and Customer.

C. Enterprise Asset Management
i. Psomas and OpenGov will provide all services
remotely via audio; video; and web conferences
unless otherwise noted.
ii. Psomas and OpenGov assumes that the
customer is responsible for performing quality
control measures on its data in EAM.
iii. Psomas and OpenGov assumes that the
customer is responsible for testing its workflows,
automations, integrations, and configurations
within the EAM and will update the configurations
as part of its testing and training activities.
iv. Psomas and OpenGov assumes that the
customer accepts EAM upon the completion of
the go-live event
v. If a non-API integration is included in scope,
Customer is responsible for engaging third party
vendor tobtain data, configuration, and/or third
party integration support.
vi. If an API integration is included in scope,
Customer is responsible for providing access
ta test instance of the third party API including
a URL, authentication credentials, and relevant
documentation.
vii. Psomas and OpenGov best practice is tnot
exceed tested limits of the product.

Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 21 22 2.4. EXCLUSIONS
The following service items are not included in the
scope of this project:

A. Implementation of any custom modification or
integration developed by Psomas and OpenGov;
your internal staff; or any third-party is not
included in the scope of this project unless
specifically listed in Appendix B.

B. Data conversion services from other software
system(s) or sources (including Navigator
databases) are not included in the scope of this
project unless specifically listed in Appendix B.

C. Any service items discussed during
demonstrations; conference calls; or other events
are not included in the scope of this project unless
specifically listed in Appendix B.

2.5. PSOMAS AND OPENGOV

RESPONSIBILITIES

2.5.1. Activity 1 – Project Management
Psomas and OpenGov will provide project
management for the Psomas and OpenGov
responsibilities in this SOW. The purpose of this
activity is to provide direction to the Psomas
and Psomas and OpenGov project personnel
and to provide a framework for project planning,
communications, reporting, procedural and
contractual activity. This activity is composed of
the following tasks:

Planning
Psomas and OpenGov will:

A. review the SOW, contract and project plan
with Customer’s Project Manager and key
stakeholders to ensure alignment and agreed
upon timelines;
B. maintain project communications through your
Project Manager;
C. establish documentation and procedural
standards for deliverable Materials; and
D. Collaborate with your Project Manager to
prepare and maintain the project plan for the
performance of this SOW which will include
the activities, tasks, assignments, and project
milestones.

Project Tracking and Reporting
Psomas and OpenGov will:

A. review project tasks, schedules, and resources
and make changes or additions, as appropriate.

Measure and evaluate progress against the
project plan with your Project Manager;
B. work with your Project Manager to address and
resolve deviations from the project plan;
C. conduct regularly scheduled project status
meetings; and
D. administer the Project Change Control
Procedure with your Project Manager.

Completion Criteria:

This is an on-going activity which will be
considered complete at the end of the Services
contract.

Deliverable Materials:
f Weekly status reports
f Project plan
f Project Charter
f Risk, Action, Issues and Decisions Register
(RAID)

2.5.2. Activity 2 – Initialization
Psomas and OpenGov will provide the following:

A. Customer Entity configuration
B. System Administrators creation
C. Solution Blueprint creation
D. Data Validation strategy confirmation
Completion Criteria:

This activity will be considered complete when:
f Customer Entity is created
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 22 23 f System Administrators have access to
Customer Entity
f Solution Blueprint is presented to Customer
Deliverable Materials:
f Solution Blueprint
f Sign-off of Initial Draft Solution Blueprint

2.5.3. Activity 3 – Psomas and OpenGov
Domains
f Psomas and OpenGov will provide the
following:

Enterprise Asset Management Domains
A. Transportation
B. Water Distribution
C. Wastewater Collection / Sanitary Sewer
Completion Criteria:

This activity will be considered complete when:
f Instance setup is completed
f Requirements Gathering is completed
f Start up Data is loaded
f Asset Installation is completed
f Integrations are implemented
Deliverable Materials:
f Formal sign off document

2.5.4. Activity 4 – Training
Training will be provided in instructor-led virtual
sessions unless otherwise specified in Appendix
B. For any instructor-led virtual sessions, the
class size is recommended to be 10, for class sizes
larger than 10 it may be necessary to have more
than one instructor.

Completion Criteria:
f Software training is delivered
Deliverable Materials:
f Formal sign off document

2.6. YOUR RESPONSIBILITIES
The completion of the proposed scope of
work depends on the full commitment and
participation of your management and personnel.

The responsibilities listed in this section are
in addition to those responsibilities specified
in the Agreement and are to be provided at no
charge to Psomas and OpenGov. Psomas and
OpenGov's performance is predicated upon
the following responsibilities being managed
and fulfilled by you. Delays in performance of
these responsibilities may result in delay of the
completion of the project and will be handled in
accordance with Appendix A-2: Project Change
Control Procedure.

2.6.1. YOUR PROJECT MANAGER
Prior to the start of this project, you will designate
a person called your Project Manager who will
be the focal point for Psomas and OpenGov
communications relative to this project and will
have the authority tact on behalf of you in all
matters regarding this project.

Your Project Manager's responsibilities include
the following:

A. manage your personnel and responsibilities
for this project (for example: ensure personnel
complete any self-paced training sessions,
configuration, validation or user acceptance
testing);
B. serve as the interface between Psomas and
OpenGov and all your departments participating
in the project;
C. administer the Project Change Control
Procedure with the Project Manager;
D. participate in project status meetings;
E. obtain and provide information, data, and
decisions within five (5) business days of Psomas
and OpenGov’s request unless you and Psomas
and OpenGov agree in writing ta different
response time;
F. resolve deviations from the estimated
schedule, which may be caused by you;
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 23 24 G. help resolve project issues and escalate issues
within your organization, as necessary; and
H. create, with Psomas and OpenGov’s
assistance, the project plan for the performance
of this SOW which will include the activities, tasks,
assignments, milestones and estimates.

2.7. COMPLETION CRITERIA
Psomas and OpenGov will have fulfilled its
obligations under this SOW when any of the
following first occurs:

A. Psomas and OpenGov accomplishes the
activities set forth in “Psomas and OpenGov
responsibilities” section and delivers the services
in Appendix B as listed, if any; or
B. The End date is reached

2.8. ESTIMATED SCHEDULE
Psomas and OpenGov will schedule resources
for this project upon signature of the order
form. Unless specifically noted, the Psomas and
OpenGov assigned project manager will work
with Customer Project Manager to develop the
project schedule for all requested deliverables
under this SOW. Psomas and OpenGov reserves
the right to adjust the schedule based on the
availability of Psomas and OpenGov resources
and/or Customer resources, and the timeliness of
deliverables provided by the Customer.

The Services are currently estimated to start
within tw(2) weeks but no later than four (4) weeks
from signatures and have an estimated end date
of nine months after project kick off (“End Date”)
or on other dates mutually agreed to between you
and Psomas and OpenGov.

2.9. IILLUSTRATIVE PROJECT TIMELINES
The typical project timelines are for illustrative
purposes only and may not reflect your use cases.
(See table below)

2.10. TRAVEL EXPENSES
Customer shall reimburse Psomas and OpenGov
for reasonable out-of-pocket expenses Psomas
and OpenGov incurs providing Professional
Services. Reasonable expenses include, but
are not limited to, travel, lodging, and meals.

Expenses are billed based on actual costs
incurred. Psomas and OpenGov shall not exceed
the estimated $5,600 expenses without written
approval from the Customer.

2.11. OFFER EXPIRATION DATE
This offer will expire on June 26, 2024 unless
extended by Psomas and OpenGov in writing.

APPENDIX A: ENGAGEMENT CHARTER
A-1: COMMUNICATION AND ESCALATION

PROCEDURE
Active engagement throughout the
implementation process is the foundation of a
successful deployment. To help assess progress,
address questions, and minimize risk during the
course of deployment both parties agree to the
following:
f Regular communication aligned to the
agreed upon project plan and timing.
Psomas and OpenGov expects our
customers to raise questions or concerns
as soon as they arise. Psomas and
OpenGov will do the same, in order to be
able to address items when known.
f Executive involvement
Executives may be called upon to clarify
expectations and/or resolve confusion.

Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 24 25 Executives may be needed to steer
strategic items to maximize the value
through the deployment.
f Escalation Process:
Psomas and OpenGov and Customer
agree to raise concerns and follow
the escalation process, resource
responsibility, and documentation in the
event an escalation is needed to support
issues raised
f Identification of an issue impeding
deployment progress, outcome or capturing
the value proposition, that is not acceptable.
f Customer or Psomas and OpenGov Project
Manager summarizes the problem statement
and impasse.
f Customer and Psomas and OpenGov
Project Managers jointly will outline solution,
acceptance or schedule Executive review.
f Resolution will be documented and signed off
following Executive review.
f Phase Sign-Off
Psomas and OpenGov requests signoffs at various stages during the implementation of the project. Once the
Customer has signed-off, any additional
changes requested by Customer on that
stage will require a paid change order
for additional hours for Psomas and
OpenGov to complete the requested
changes.

A-2: CHANGE ORDER PROCESS
This SOW and related efforts are based on the
information provided and gathered by OpenGov.

Customers acknowledge that changes to the
scope may require additional effort or time,
resulting in additional cost. Any change to
scope must be agreed tin writing or email, by
both Customer and Psomas and OpenGov, and
documented as such via a:
f Change Order - Work that is added tor
deleted from the original scope of this SOW.

Depending on the magnitude of the change,
it may or may not alter the original contract
amount or completion date and be paid for by
Customer. Changes might include:
Timeline for completion
Sign off process
Cost of change and Invoice timing
Amending the SOW to correct an error.
Extension of work as the complexity
identified exceeds what was expected by
Customer or Psomas and OpenGov.
Change in type of Psomas and OpenGov
resources to support the SOW.

A-3: DELIVERABLE MATERIALS ACCEPTANCE

PROCEDURE
Deliverable Materials as defined herein will be
reviewed and accepted in accordance with the
following procedure:
f The deliverable Material will be submitted to
your Project Manager.
f Your Project Manager will have decision
authority to approve/reject all project
Criteria, Phase Acceptance and Engagement
Acceptance.
f Within five (5) business days of receipt,
your Project Manager will either accept
the deliverable Material or provide Psomas
and OpenGov’s Project Manager a written
list of requested revisions. If Psomas and
OpenGov receives no response from your
Project Manager within five (5) business days,
then the deliverable Material will be deemed
accepted. The process will repeat for the
requested revisions until acceptance.
f All acceptance milestones and associated
review periods will be tracked on the project
plan.
f Both Psomas and OpenGov and Customer
recognize that failure to complete tasks and
respond topen issues may have a negative
impact on the project.

Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 25 26 f For any tasks not yet complete, Psomas
and OpenGov and/or Customer will provide
sufficient resources to expedite completion
of tasks to prevent negatively impacting the
project.
f Any conflict arising from the deliverable
Materials Acceptance Procedure will be
addressed as specified in the Escalation
Procedure set forth in Appendix A-1. As set
forth in the “Customer Delays” provision of
the Agreement, if there are extended delays
(greater than 10 business days) in Customer’s
response for requested information or
deliverable; Psomas and OpenGov may opt to
put the project on an "On Hold" status. After
the Customer has fulfilled its obligations,
Professional Services can be resumed and
the project will be taken off the "On-Hold"
status.
f Putting a project “on Hold” may have several
ramifications including, but not restricted, to
the following:
Professional Services to the customer
could be stopped;
Delay tany agreed timelines; or
Not having the same Professional
Services team assigned.

APPENDIX B: IMPLEMENTATION ACTIVITIES
SETUP
Psomas and OpenGov will:
f Setup a hosted, sandbox and production
Psomas and OpenGov Asset Management
environment.
f Provide an overview, up to tw(2) hours,
of Psomas and OpenGov and ArcGIS
Online user-based logins and User/Role
functionality.
f Provide a template file to be utilized by
your staff to populate Roles and Users to
be utilized for Psomas and OpenGov Asset
Management.
f Utilize the template to create users and roles
in Psomas and OpenGov Asset Management.
(Note: Subsequent User and/or Role changes
will be your administrator’s responsibility.)
f Provide documentation and guidance, up to
four (4) hours, for your technical GIS staff
to configure Esri Basemap Services for
Psomas and OpenGov Asset Management
integration. Guidance will be geared
towards Psomas and OpenGov Asset
Management/Esri integration functionality
and requirements.

Setup the Psomas and OpenGov Asset
Management Platform, including the Request,
Work, Resource, and Asset Management areas of
the software. Asset Management solutions will
be setup for all solutions referenced in the Assets
section of the scope unless otherwise noted.

REQUIREMENTS GATHERING
Psomas and OpenGov will
f Provide a three-day (3-day) onsite
requirement gathering workshop to increase
our understanding of your business and
functional goals. Through workshops and
interviews, Psomas and OpenGov will
identify best fit scenarios for Psomas and
OpenGov Asset Management and provide
a brief including any challenges as well as
recommendations for Psomas and OpenGov
Asset Management best practices relevant
to your implementation.

CONFIGURATIONS
Psomas and OpenGov will:
f Provide configuration services, including:
Up to ten (10) custom fields and up to
tw(2) custom layouts per asset type listed
in the Assets section below
Up to thirty (30) custom fields and up to
ten (10) custom layouts to be utilized in
any of the shared areas of the system,
such as Tasks
Up to twenty (20) automations
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 26 27 Up to twenty (20) preventative
maintenance plans

TRAINING
Psomas and OpenGov will:

Foundational Training
f Provide remote train-the-trainer training, up
to two(2) hours, on overall system navigation
and functionality To help familiarize your
staff with the software environment and its
common functions. Training topics include:
Dashboards
Standard KPI/ROI Gadgets
Logins/Permission
Layers
Filters
Maps
Grids
System Navigation
Views (List & Detail)
Standard Reports
Attachments
Requests, Work, Assets, Resources,
Reports, and Administrator Tabs
f Provide remote train-the-trainer training, up
tone (1) hour, for an overview of Preventative
MAINTENANCE PLANS.
f Provide remote train-the-trainer training,
up tone (1) hour, for an overview of
Asset Condition Manager and Advanced
Inspections.
f Provide remote train-the-trainer training, up
to two(2) hours, for an overview of Reporting.
f Provide remote train-the-trainer training, up
to two (2) hours, on Psomas and OpenGov
Asset Management Esri integration
functionality. Training topics include:
Psomas and OpenGov Asset
Management Esri integration
configuration options
Integration functionality (basemap and
feature)
Overall Esri integration requirements,
considerations, and Psomas and
OpenGov recommended best practices

TRAIN THE TRAINER TRAINING EVENT
Provide a three-day (3-day) onsite "train-thetrainer" training event. The training agenda will be defined and agreed upon by both Psomas and
OpenGov and your project manager. To avoid
redundancy, and to utilize service time efficiently,
training may cover a subset of the assets listed
in the Asset section of the scope. Topics may
include any of the following:
f Request Management:
Requests
Requesters
Task Creation from Requests
Issue library (including settings such as
Applies to Asset and Non-Location)
Psomas and OpenGov recommended
best practices for Request and Requester
Management
Work Management:
f Create Task(s) (Asset/Non-Asset)
f Assignments (Add, Edit, Remove)
Task Menu Actions
Related Work Items
Create Work Order
Associate Task two
Repeat Work Orders
Work Order Menu Actions
Enter Resources
Timesheets
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 27 28 Activity library (including settings such as
Applies to Asset, Inspection, Key Dates,
Cost, and Productivity)
Psomas and OpenGov recommended
best practices for Work Management
Asset Management:
Asset Details
Preventative Maintenance Plans
Inspections
Linked assets (if applicable)
Container/Component Relationships (if
applicable)
Psomas and OpenGov recommended
best practices for Asset Management
f Resource Management:
Resource Details
Labor/Equipment Rates
Material Management (Stock, Usage,
Adjustments)
Vendor Price Quotes
Psomas and OpenGov recommended
best practices for Resource Management
Psomas and OpenGov Mobile:
Overall system functionality (Navigation,
Interface, Maps, Attachments, Sorting)
Work Management
f Create and Update Tasks (Asset/Non-Asset)
f Assign Tasks
f Enter Resources
f Inspections
Asset Management
f Create and Update Assets
Request Management
f View and Update Requests
f View Requester information
f Create Task from Request
Psomas and OpenGov recommended
best practices for mobile device use
Administrator:
f Administrator:
User Administration, Role
Administration, Asset Administration,
Record Filter Administration, Import/
Export, Scheduled Process Log, Error
Log
f Settings:
System Settings, Map Administration,
Geocode Settings, GIS Integration
settings, Asset Color Manager
f Manager:
Layout Manager, Library Manager,
Preventative Maintenance, Asset
Condition Manager, Notification
Manager, Structure Manager,
Automation Manager
ADVANCED TRAINING TOPICS:
f Provide Preventative Maintenance Plans
remote train-the-trainer training, up to three
(3) hours. Training topics include:
Preventative Maintenance
Psomas and OpenGov recommended
best practices for proactive asset
management
f Provide Advanced Inspections, Asset
Condition Manager, and Asset Risk remote
train-the-trainer training, up to four (4)
hours. Training topics include:
Performance Management
f Prediction Groups
f Minimum Condition Groups
f Activities and Impacts
f Criticality Factor
f Install/Replaced Dates
Business Risk Exposure
f Risk
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 28 29 f Consequence of Failure
f Probability of Failure
Psomas and OpenGov recommended
best practices for Asset Risk
Functionality , advanced inspections and
condition management
f Provide Asset Builder remote train-thetrainer training, up to two(2) hours. Training topics include:
Psomas and OpenGov Asset
Management Administrator
f Structure Manager
f Library Manager
f Layout Manager
f User/Role Configurations
Psomas and OpenGov recommended
best practices for expanding the
system’s use and/or building assets

GO-LIVE SUPPORT
Psomas and OpenGov will:
f Provide a remote, up to eight (8) hours,
web conferences, to be utilized for Go-Live
Support. The agenda will be defined, and
agreed upon, by both your and Psomas and
OpenGov’s project managers. Topics may
include any of the following:
Refresher training for items listed in the
scope of work
Software and process support for staff
during production roll out
Field, Layout, and Report configuration
guidance, if applicable

DATA SERVICES
Psomas and OpenGov will:
f Provide one sandbox and one production
data load service through standard import/
export functionality. Psomas and OpenGov
will provide template documents for data
population. Once populated by your staff,
Psomas and OpenGov will load the data into
your sandbox or production Psomas and
OpenGov Asset Management environment.

Data loads may include data such as:
Parent level asset records
Asset location (spatial x/y) attributes
Parent level resource (Labor, Equipment
Material, Vendor) records
Resource Rate (Labor, Equipment,
Material) records
Standard system libraries

INTEGRATIONS
Psomas and OpenGov will provide a bi-directional
integration service between 811 and Psomas and
OpenGov. The integration includes the following:
f 811 Tickets (formatted as XML text files) are
requested from a Google Gmail account.
f Tasks are created in Psomas and OpenGov
from 811 Ticket Data.
f This integration only adds Task records.

Records are never updated.
f When Tasks are completed in OMS the
Positive Response will be updated in your 811
system
f Integration Fields
Ticket Number
f Psomas and OpenGov 811 Ticket
Ticket Revision
f Psomas and OpenGov 811 Revision
Member Number
f Psomas and OpenGov 811 Member
Printable Text Information
f Psomas and OpenGov 811 Details
Psomas and OpenGov 811 Response
Code
f Positive Response
Psomas and OpenGov 811 Response
Comment (If required by state)
Positive Response Comment
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 29 30 811 Response Status (Positive Response)
f Psomas and OpenGov 811 Response Status
811 Response Results (Positive
Response)
f Psomas and OpenGov 811 Response Results
Psomas and OpenGov Fields set by
Integration by default
Task ID: <ticket>-<revision>-<member>-
<year>
Asset Type: Non-Asset
Activity: Utility Locates
Department: 811
Priority: Important (for EMER, SHRT,
RUSH) or None.
Shape: Polygon if available, otherwise
centroid.
Address Number: <st_from_address>
Street: <street>, if already in Streets
library.
Intersecting Street: <cross1>, if already in
Streets library.
Location Description: (doesn’t require
values tbe in OMS libraries)
f Address: 3330 TEMPLETON GAP RD Cross:

CHAIN DR
f Place: COLORADSPRINGS County: EL PASO
f Subdivision: OAK PARK ESTATES
f Grids: 13S066W32NE 13S066W33NW
Psomas and OpenGov Attachments
Original Ticket
Map URL
Printable text as HTML
Errors are handled as such:
Any files with errors are skipped. The
error files are moved to a folder labeled
Other within the Gmail account for
manually processing.
Errors can be reported via email using
the standard ‘If an automation fails send
notification’ automation template within
OMS.
All files not designated as 811 tickets are
skipped but will not produce an error.
Duplicate records cause an error
ASSETS
Psomas and OpenGov will:
f Provide installation and training on the
following asset types:
Transportation (8)
Bridge; Light Fixture; Pavement; Sign;
Guardrail; Marking; Pavement Area;
Support
Water Distribution (9)
Water Backflow; Water Facility; Water
Hydrant; Water Lateral; Water Main;
Water Meter; Water Pump; Water Valve;
Water Storage Tank
Wastewater Collection / Sanitary Sewer
(7)
Sewer Cleanout; Sewer Facility; Sewer
Force Main; Sewer Lateral; Sewer Main;
Sewer Manhole; Sewer Pump
Up to (ten) 10 custom asset types
tbe determined during requirements
gathering.
7-E: Resumes
Detailed resumes for each Psomas and OpenGov
team member are located on the following pages.

Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 30 31 Marcia Carrillhas 26 years of experience in geospatial solutions for government and utilities. As a PMP, Marcia leads large-scale projects applying appropriate solutions including enterprise cloud-based technology and software development solutions, mobile applications, and advanced data analytics. She has devoted her career to making technology work for everyone. She is known for bringing innovative and best practices to project management and technical implementation, as well as her strong creativity, agile problem solving and comprehension of IT solutions. Marcia plays an integral part on projects to ensure clients' business goals are achieved.

Experience
Eastern Municipal Water District, Enterprise GIS Master Planning – Perris, CA: Project Manager for an enterprise GIS needs assessment and implementation plan. The needs assessment engaged nearly 25 different teams representing all business units across the District to define current business environment and opportunities in order to apply GIS and integrate business systems including document management, asset management, CAD, customer information, and other systems. Psomas is evaluating and recommending enhancements to the information systems, data and data management processes, governance, and integration of the systems to improve business effectiveness.

Jurupa Community Services District, Asset Management Needs Assessment – Jurupa Valley, CA: Project Manager for performing an enterprise asset management needs assessment, identifying requirements for GIS-based EAM, implementation plan, readiness assessment, roadmap, and supporting vendor selection for the Jurupa Community Services District.

North Orange County Community College District, Campus-wide Utility Mapping and Infrastructure Master Plan – Anaheim, CA: Senior Project Manager/Consultant providing services for the implementation of an Enterprise GIS mapping and cloud-based GIS viewer for the campus-wide Master Plan of the utility system for the District’s campuses, including Fullerton College and Cypress College. The scope of services included gathering requirements, GIS data modeling, conversion of CAD data to Esri local government information model, data quality control, and delivery.

EDUCATION
1998/PhD/Soil and
Environmental Science/
University of California,
Riverside
1987/BS/Electrical
and Electronics
Engineering/ California
State Polytechnic
University, Pomona

CERTIFICATIONS
Geographic Information
Systems Professional/
GIS Certification
Institute
Data Science
Certificate/ University
of California, Irvine/
Project Management
Professional/
Project Management
Institute/2139321

EXPERIENCE
With Psomas for 6 years;
with other firms for 20
years

MARCIA CARRILLO, PHD, PMP, GISP
Principal-in-Charge – Psomas
Psomas | Asset Management Services – City of Grover Beach 31 32 City of Riverside, CADME GIS Replacement – Riverside, CA: Project Manager leading technical team of system architects, programmers, GIS analysts, and data migration speciailists. For on-call services Scrum Master leading Agile process for system design, GIS data modeling and migration for over 700 data sets, design and development of 10 GIS viewers, and design and production system deployment for 50 map products.

Bureau of Engineering, Enhanced Excavation (U) Permit System – Los Angeles, CA: Project Manager responsible for enhancement to the U-permit process by implementing an Esri GIS JavaScript based interface for defining precise street cut area for fee computation and to manage warranty tracking. This refined methodology facilitated implementation of a revised City ordinance for street damage fees. The system is integrated with the City’s GIS-based public right of way reservation system allowing the City to manage activities that have reserved street locations.

City of El Monte, GIS Services for Public Access GIS – El Monte, CA: Senior Project Manager/Consultant responsible for the overall project design, development, and implementation of enterprise city-wide public viewer for wastewater, planning and tree management deployed on the cloudbased ArcGIS 10.4 platform. The scope of services includes gathering requirements, configuration and set-up of GIS-based website using Esri Web App Builder, testing and deployment for public and city use.

City of Cupertino, GIS Services for Public Access GIS – Cupertino, CA:

Project Manager developing custom ESRI Web Application Builder widgets for the CupertinProperty Information application. Widgets include a mailing label widget and custom print and report widget.

Downtown San DiegProject Viewer – San Diego, CA: Senior Project Manager overseeing the design and development of ArcGIS On-line applications mapping the locations of downtown San Diego economic development projects for public access. The project includes detailed requirements, system design, and close coordination with the Civic San Diego staff to collect, clean, and publish current information.

San DiegInternational Airport, Technology Services for Noise Management Program – San Diego, CA: Senior Project Manager overseeing Case Management System in support of the Airport’s Quieter Home Program. The Psomas‑developed system uses GIS as a framework for managing individual parcels, applicability to FAA-funded sound retrofit services and tracks all program activities. The viewer provides mapping of compliance status and level of program participation by parcel for the affected area around the airport.

MARCIA

CARRILLO,

PHD, PMP, GISP
(CONTINUED)
Psomas | Asset Management Services – City of Grover Beach 32 33 Matthew is a geospatial professional with over 12 years of local government and utility district experience in GIS, information technology, and location intelligence; local government urban planning and land development; and private sector GIS, real estate and land development. For 11 years, he served as Interim Technology Officer for the City of Victorville, where he developed an operating budget for the IT Department; initiated and managed a $3.7 million data center; rebuilt the department's staff; managed the upgrade of the City's internet and wide-area network; managed communications network design; and completed a multi-year water distribution network. Matthew alsprepares reports and develops projects to execute the client's vision and administer all aspects of ArcGIS Enterprise software.

Experience
Cartegraph EAMS Implementation – City of Issaquah – Issaquah, WA (2024): Assistant Project Manager, Implementation Consultant, and Implementation Analyst for the deployment of Cartegraph OMS software for the City of Issaquah, WA. Matthew worked with city staff during Phase 1 of the project to gather workflow and data requirements and conducted training for city staff tallow them to support and configure the software to meet their needs. In addition, Matthew configured multiple components of the software, including ArcGIS integration, assets, resources, and libraries.

Wet Utility Improvement Plan Mapping – City of Milpitas – Milpitas, CA (2023-2024): Project Manager overseeing GIS data conversion work from recent improvement plans for water, sewer, and storm drain utilities, as well as overseeing QA/QC work. Psomas and Milpitas worked out an ArcGIS Online editing workflow where Psomas makes edits directly to Milpitas' feature services for water, sewer, and storm drain and Milpitas line locating staff begin providing immediate feedback using ArcGIS Field Maps.

Parks Asset GIS Data Preparation for EAM System – City of Carlsbad – Carlsbad, CA (2023): Project Manager and lead GIS Analyst for the preparation of City of Carlsbad Parks Department’s contractor work inspection sites and individual park assets for use in the Cartegraph EAM system. The project involved converting a tabular list of inspections sites into polygon features and converting data provided through a parks master planning effort into a schema that can be used in the Cartegraph EAM system. The project also included mapping of the Parks Department's

EDUCATION
2016/MS/Geographic
Information Science
and Technology/
University of Southern
California, Los Angeles
2011/BA/Geography/
California State
University, San
Bernardino
2008/AS/Math and
Science/Victor Valley
College, Victorville

EXPERIENCE
With Psomas for 1
years; with other firms
for 12 years

MATTHEW PUGH, MS
Senior Project Manager – Psomas
Psomas | Asset Management Services – City of Grover Beach 33 34 irrigation systems at the major city parks and facility sites using paper/PDF graphics as the data source material.

EnerGov Land Management Fee Structure Overhaul – City of Victorville – Victorville, CA: Prior tjoining Psomas, Matthew was the project manager, lead business process consultant, lead implementation consultant, and lead technical analyst for the re-structuring of the City's fees within the EnerGov land management system following the adoption of a new fee schedule by the Victorville City Council. Matthew lead a team of IT analyst and subject matter experts in multiple city departments to configure, test, and adopt new user fees and development impact fees within the system. A lengthy test phase took place where those SME thoroughly vetted how these feed were calculated using project square footages, construction types, usage types, and other factors to ensure that fees were calculated and applied correctly to building permits, entitlement cases, business licenses, code compliance cases, and other case types on the day of go-live, January 1, 2023.

Sedaru 811 Implementation – City of Victorville – Victorville, CA: Prior tjoining Psomas, Matthew was the project manager and implementation lead for the deployment of Sedaru 811, which is a digital underground service alert (USA) ticket management solution added to the city's existing Sedaru CWMS. Matthew assisted with the integration of DigAlert 811 electronic ticket clearinghouse, consulted on the business process changes needed to convert from a paper-based system to digital, and conducted field training for the city's utility locating staff to make sure the solution was deployed successfully and in time for the State's electronic positive response mandate.

XC2 and SwiftComply Backflow Management Software Implementation – City of Victorville – Victorville, CA: Prior to joining Psomas, Matthew implemented XC2 backflow device management software to replace the city's non-functioning backflow management software, Tokay. Matthew installed and configured the software and assisted the Cross Connection staff with training and data management when needed. In 2020, the city decided to replace XC2 with SwiftComply Backflow in order to gain additional functionality for the management of backflow testers and to stand up a public-facing form and payment submission portal. Matthew was the implementation project manager working with the vendor's consultants t deploy the software and convert the data from XC2.

EnerGov Land Management System Implementation and Support – City of Victorville – Victorville, CA (2016 t2018): Prior to joining Psomas, was the co-project manager, technical and configuration lead, and subject matter expert for the implementation of Tyler Technology’s EnerGov land management system, which included permitting, licensing, and code compliance. Matthew led a large team of consultants, internal subject matter experts, and technical coordinators to design, test, and implement digital

MATTHEW
PUGH
(continued)
Psomas | Asset Management Services – City of Grover Beach 34 35 workflows for building, engineering, planning, business licensing, animal licensing, and code compliance, including a digital plan review and approval workflow that eliminated the need for paper-based plan and document submissions. The project also included integrating EnerGov with the City’s ArcGIS Server and the development of multiple GIS datasets to support the system, including inspector areas, enforcement zones, fee areas, and development impact fee credit areas. Matthew was able to combine EnerGov workflows and this GIS data to automate inspector assignment by geography and developed an automation that would notify customers if they submitted an application that does not fall within the City’s jurisdiction.

Following implementation, Matthew was the primary support coordinator and successfully upgrade the software on multiple occasions, deployed a new citizen-facing website, and integrated new departments such as Public Works and Airport to streamline city workflows.

Tyler Professional Maintenance Management Implementation and Support – City of Victorville – Victorville, CA (2016): Prior to joining Psomas, Matthew was the project manager, technical lead, and subject matter expert for the implementation of Tyler Technology’s Professional Maintenance Management (PMM) solution for the Public Works Department at the City of Victorville. Matthew led a team of consultants and city subject matter experts to design a digital work and request management system in support of city workflows. Matthew also led the creation of multiple new GIS layers for this system, including a sidewalk and curb ramp inventory, sign inventory, bus shelter and bench inventory, and maintenance area inventory (LMAD, DFAD) that were required for the system to function properly. Matthew was also the primary software support coordinator following implementation and led the upgrade of the software on two occasions, as well as the restructuring of department staff following a reorganization of the Public Works Department.

Sedaru Computerized Work Management System Implementation and Support – City of Victorville – Victorville, CA (2015 t2016): Prior to joining Psomas, Matthew was the assistant project manager and lead GIS analyst for the implementation of Sedaru, which is a computerized work management system, for the City of Victorville Public Works and Water Department.

Sedaru uses Esri GIS feature services for the display of water and sewer infrastructure and stores work history directly in the GIS enterprise database rather than in a separate Sedaru database to streamline and centralize data management. Matthew developed and published feature services for the city's water and sewer infrastructure, designed work collection forms, and conducted training during implementation, and supported the system from there on. Matthew managed the addition of Sedaru OMNI dashboards, supported the underlying data, and added new workflows for control valves and meter management over a 7 year period and provided periodic training to users.

MATTHEW
PUGH
(continued)
Psomas | Asset Management Services – City of Grover Beach 35 36 Keith Palmer has 34 years of experience working with enterprise-scale GIS architectures, applications,
and databases deployed on premises and in cloud
configurations. He has expert knowledge of client server and internet systems architectures, security management, software development processes, and system administration. Keith is experienced in requirements gathering, translating user needs to system functional requirements, and developing compliant software solutions. He has an expert understanding of the Esri GIS Platform and practical approaches for applying Esri tools aligned with client business needs. He applies the Rational Unified Process (RUP) and Agile Development Methodology for application development and deployment.

Experience
Development of the Psomas SitStat Application – Multiple Counties, CA: Application Development Lead/Programmer for the Psomas SitStat application. This Esri ArcGIS Server based application is deployed as a Cloudbased web application that allows access to real-time emergency response unit and incident information for single or multiple agencies. Keith is responsible for application design and development. He developed multiple tools for the application using SQL Spatial, HTML, Javascript, and the ESRI Javascript API. Mr. Palmer also set up the Amazon Cloud environment that provides high availability, load balanced, and secure web, application, and database servers for hosting the application. This system currently supports 10 agencies and over 160 users.

Enterprise GIS Implementation, Civic San DiegCorporation – San Diego, CA: Lead Programmer/Technical Manager for implementation of the Enterprise GIS at CivicSD using Esri ArcGIS Server and ArcGIS Online.

Responsible for setting up and installing ArcSDE and ArcGIS Server in the local environment and designing and implementing the Enterprise geodatabase. Keith also developed all the map services and AGOL web applications used by Civic SD.

RSIP Enterprise GIS Program at Great Falls International Airport – Great Falls, MT: Lead Programmer for the design, implementation, and maintenance of web-based Residential Sound Insulation Program portal which is a Psomas hosted solution using Amazon AWS. Keith was responsible for designing and implementing web forms to collect data and web reports

EDUCATION
1989/MS/Geography/
University of California,
Riverside
1986/BS/Geography/
University of California,
Riverside

PROFESSIONAL

AFFILIATIONS
Urban and Regional
Information Systems
Association
SKILLS
Adobe Flex
development & Action
Script
Amazon Cloud
ArcGIS Desktop
ArcGIS Javascript API
ArcGIS Model Builder
ArcGIS Online
ArcGIS Server &
ArcSDE installation,
maintenance, &
administration
ArcGIS Server Client
APIs
ArcObject
ASP.NET
C#.NET
Crystal Reports 8.5
& X1
CSS
File Geodatabase
IIS Administration
JavaScript
Microsoft Reporting
Services
MS Office
MS SQL Server
MS SQL Server
Integration
Personal Geodatabase
PostGreSQL
Python Scripting

KEITH PALMER, MS
GIS Specialist, Programmer, Technical Manager – Psomas
Psomas | Asset Management Services – City of Grover Beach 36 37 pertaining to the program. He also designed and implemented a SQL Server database and ArcSDE and ArcGIS Server administration.

California High Speed Rail Authority Land Conveyance Program – Madera, Fresno, Tulare, and Kings Counties, CA: Project Manager for developing a land conveyance program to convey utility rights from HSR-acquired property to the respective utility owners. Survey services include program leadership, development and management of staff and subconsultants; land records research, document analysis, and verification of utility easement/ fee areas; preparation of legal descriptions and exhibits from land net and design data, preparation and recordation of conveyance packages for utility relocations, coordination with utility companies, CHSRA staff and County staff; and tracking and reporting on progress of more than 900 land conveyances. Psomas developed a dashboard using Power BI as a tool that allows CHSRA executive management and WSP staff and leadership tquickly assess project risk and report progress and status of each utility conflict on a daily basis.

Department-Wide GIS Implementation and Support, Alameda County Public Works Agency – Hayward, CA: Lead Programmer/Technical Manager for integrating GIS with CMMS for mobile data access. Key deliverables for this project include comprehensive asset inventory for all road and flood control assets, integration with CMMS for asset based work management, Capital Improvement GIS viewer, integration with hydraulic models, and maintenance practices. Keith was responsible for the design and development of the new Countywide Web GIS Viewer based on Geocortex HTML platform to serve multiple departments. He also designed, scoped, developed, and implemented multiple enterprise web mapping applications and supported the deployment and ongoing operations within the County enterprise architecture.

Contra Costa Clean Water Program, Stormwater GIS Pilot Project – Martinez, CA: Programmer for providing NPDES field and office technology solutions supporting water quality monitoring, analysis, and reporting. The GIS-based solution has been deployed in 20 cities and the county, and was developed through an incremental deployment addressing Water Board permit requirements. Keith is responsible for application programming, security management, integration of custom tools with ArcGIS Online, and operational support for the cloud environment.

EXPERIENCE
With Psomas for 14
years; with other firms
for 21 years
KEITH
PALMER
(continued)
Psomas | Asset Management Services – City of Grover Beach 37 38 Sam Holownia is a GIS Analyst specializing in utility and local government data. With a background in highaccuracy field data collection using GPS technology, Sam is detail-oriented and possesses strong analytical skills.

He is proficient in the Esri ArcGIS suite, including ArcGIS Pro, Field Maps, Survey123, ArcGIS Online, and Enterprise. Sam's expertise extends to managing complex datasets related twater, sewer, irrigation, gas, and electrical utilities. Additionally, he is reo cognized for providing exceptional customer service, fostering positive relationships with clients and stakeholders.

Experience
City Park and Irrigation System Asset Data Design, City of Carlsbad – Carlsbad, CA: GIS Analyst responsible for 1) quality assurance on the City's park and recreation facility asset inventory, making sure each asset had a proper ID number and corresponding attributes and 2) designing and building the City's irrigation system using Esri geodatabase schema best practices. The irrigation system design involved meticulous conversion of PDF document with sketches of the irrigation systems where Sam had tuse his knowledge of irrigation system GIS design he developed while working for the City of Victorville to fill data gaps and create a usable product for the City's EAM system.

Electrical Utility GIS Data Design and Build, City of Victorville – Victorville, CA: GIS Analyst performing both field data collection using a Trimble Geo7x centimeter accuracy GPS device and building out the electrical system GIS data for the City of Victorville Municipal Utility Services (VMUS) electrical network. Sam was able to navigate the complex Esri Electrical Utility Network data schema to build a usable GIS for VMUS tenable them to perform accurate utility locating work and to prepare them for implementation of a digital asset management system. Sam worked directly with the electrical utility superintendent to develop a full understanding of their system she could interpret as-builts and field data to input high-quality information.

Water Distribution System Mapping Support, City of Victorville – Victorville, CA: Supported the Victorville Water Department's GIS data needs, including a city-wide survey of all city fire hydrants, full asset surveys in regions of the city that did not have accurate as-built records, and improving accuracy of GIS data throughout the service area. Sam worked in tandem with the City's line locator to find and address data issues tallow

EDUCATION
2021/BS/Geography/
University of Idaho,
Moscow

EXPERIENCE
With Psomas for 1 year;
with other firms for 3
years

SAM HOLOWNIA
GIS Consultant – Psomas
Psomas | Asset Management Services – City of Grover Beach 38 39 the city tstay in compliance with recent State underground utility records requirements. Sam used a Trimble Geo7x centimeter GNSS kit and Trimble Pathfinder Office to process and QA/QC the GPS data prior to uploading into the City's enterprise geodatabase after each field survey.

Planning Department GIS Support, City of Victorville – Victorville, CA:

Sam spearheaded the conversion of the Planning Department workflows from using PowerPoint and Google Maps snippets tcreate Planning Commission presentation graphics to using ArcGIS Pro. Sam trained the City Planners on managing polygon data, how to edit, how to setup definition queries, and how to create map exports. Sam alscreated a custom text box for the map layout that would pull attributes from the GIS data so the Planners did not have tenter data more than once.

Irrigation System Mapping – Victorville, CA: GIS Technician responsible for mapping the City's irrigation systems at City managed parks, facilities, and its municipal golf course. Sam went out in the field working with facility grounds supervisors to take high-accuracy positions of irrigation system features and applied that data ta GIS data schema he helped to design.

GIS Intern , City of West Covina – West Covina, CA: GIS Intern actively engaged in diverse technical tasks, including managing spatial data in the City's GIS system, collaborating on projects with city planners, and resolving GIS-related issues through effective communication with different departments. I gained hands-on experience in transit operations analysis and contributed to seamless IT infrastructure operations by managing hardware and software. This internship provided invaluable experience, laying a solid foundation for my future GIS career.

Research Assistant, University of Idah– Moscow, ID: The research project focused on water and energy waste in the Pacific Northwest, as it relates to the food processing industry. As a Research Assistant, I compiled a dataset for the region by categorizing waste discharge data sourced from public domains. This was then presented in an interactive web map built using ArcGIS Web AppBuilder, featuring toggles and filters to view categorized food processor facilities and the associated discharge data from each facility.

SAM

HOLOWNIA
(continued)
Psomas | Asset Management Services – City of Grover Beach 39 40 Lucia Lopez is a skilled GIS analyst with over five
years of experience in the field. Her expertise lies in data analysis, desktop and cloud applications, and local government solutions. She is highly proficient in applying data engineering methods to develop innovative spatial solutions, and her strong knowledge of GIS technology allows her to provide practical solutions aligned with her clients' business needs. Lucia is well-versed in the Esri ArcGIS platform, as well as open source GIS applications, which she utilizes to provide comprehensive solutions to complex spatial problems.

Her deep understanding of GIS technology allows her tdesign and implement cutting-edge tools and techniques to support her clients' operations.

Lucia is passionate about GIS technology and uses her expertise To help organizations leverage spatial data to achieve their goals.

Experience
Irrigation System Mapping – City of Carlsbad – Carlsbad, CA: Lucia was a GIS Analyst responsible for mapping the city's Parks and Recreation Department's irrigation systems. The irrigation system mapping involved meticulous conversion of PDF document with sketches of the irrigation systems where Lucia had to use her judgement comparing aerial imagery to these PDFs to place irrigation system features as accurately as possible.

Sewer Master Plan GIS Database Build – City of Cerritos – Cerritos, CA:

Lucia was the GIS Analyst performing georeferencing, utility geometry digitization, and attribution of the City of Cerritos' sewer utility in support of the city's Sewer Master Plan. Lucia went through over 900 as-built utility plans, making sure each sewer main and sewer manhole were mapped correctly and had correct attributes, including invert elevations, slopes, pipe sizes, materials, and installation dates. Her high attention created an accurate depiction of the city's sewer infrastructure in Esri ArcGIS, which the city did not have previously.

Aerial and Contour Data Conversion – North Tahoe Public Utility District – Tahoe Vista, CA: Lucia was the lead GIS Analyst performing the conversion of raw contour CAD data and raw GeoTIFF aerial imagery files to Esri raster datasets tallow them to be published as tile cached web services. She performed all geoprocessing, created the necessary data schemas, uploaded the data to the client's enterprise geodatabase, and published the data on the client's ArcGIS Server site. Lucia also processed and published new vector layers, including building footprints and paved surfaces.

EDUCATION
2023/MS/(Expected)
Geospatial Information
Systems/University of
Arizona, Tucson
2021/BS/Geography/
University of Arizona,
Tucson
SKILLS
ArcGIS Pro/ArcGIS
Desktop
Spatial Statistics
Spatial Analysis
Spatial Data Conversion
Map cartography and
design
Spatial data quality
review
Geodatabase modeling
and design

EXPERIENCE
With Psomas for 1
years; with other firms
for 1 year

LUCIA LOPEZ, MS
GIS Analyst – Psomas
Psomas | Asset Management Services – City of Grover Beach 40 41 Hydraulic Modeling GIS Data Conversion – North Tahoe Public Utility District – Tahoe Vista, CA: Lucia was the lead GIS Analyst performing CAD tGIS conversion work in a format compatible with Innovyze's InfoWater hydraulic modeling software. She was able to overcome several gaps in the CAD data and used her problem solving skills and attention to detail tfill those gaps. In addition, she was able tassign sub-foot accurate elevation data teach node in the new water GIS network for both the Fulton and Agate private water utilities to aid in NTPUD's determination on whether to acquire these private utilities or not.

Enterprise GIS Strategic Plan – Western Municipal Water District – Riverside, CA: Lucia was the GIS Analyst tprovide the District with a GIS Strategic Master Plan To help obtain a comprehensive understanding of the District’s current GIS and data resources. Scope of work involves tactical steps needed to implement an enterprise-wide GIS and data management strategy; and addressing current and anticipated gaps in data, processes, systems, and overall capabilities. Overall services include providing needs and assessment; data identification and quality assurance; technology readiness assessment; organizational readiness assessment; implementation plan; and a presentation and final reports.

City of Los Angeles "Build LA" Staff Augmentation (TOS 12) – City of Los Angeles – Los Angeles, CA: Lucia was the GIS Analyst to integrate and define project goals and priorities. Services include developing, deploying, training and supporting a citywide Development Services Appointment System; post-go-live support; updating the Project Charter, including recommending procedural enhancements; upgrading and enhancing the Bureau of Engineering’s accounting system to streamline processes; increasing reporting capabilities; improving customer billing; replacing the Financial Information Data Distribution System; and developing a list of web-based application priorities.

City of Los Angeles Street Sweeping Optimization Program (TOS 52) – City of Los Angeles, Bureau of Street Services – Los Angeles, CA: Lucia was the GIS Analyst for GIS and Enterprise Asset Management (EAM) services for the City’s Street Sweeping Optimization Program (Program) which is being undertaken by StreetsLA. The Program restructures the citywide street sweeping approach, establishing sweeping priorities and potentially changing routes and frequencies based on need using modeled and field verified street cleanliness criterion. Psomas’ scope of services includes sweeper operations and routes assessment; GIS based routes optimization, field data collection to confirm street cleanliness modeling parameters, integration with the City’s Cartegraph based EAMS and recommendations for the implementation of route and operational improvements.

LUCIA LOPEZ
(continued)
Psomas | Asset Management Services – City of Grover Beach 41 42 As a seasoned Senior Project Manager at OpenGov,
Kelsey excels in orchestrating multifaceted deployments for numerous clients, meticulously setting scopes,
timelines, and deliverables to ensure successful outcomes.

With adept leadership, she guides deployment teams and customer resources, maintaining a vigilant eye on project portfolios to swifty address risks and issues through comprehensive mitigation plans. Her capacity to oversee a portfolio of 20-25 complex projects underscores her adeptness in project tracking and delivery.

Contributions
f Project Management: Planning & estimating, reporting, financial tracking, delivery
f Business Process Analysis & Meeting Facilitation: Workflow diagramming, requirements gathering, design documentation f Technical Writing & Plan Preparation: Strategic plans, capacity planning & investment plans, trade publication article
Specific Project Experience
f City of Corpus Chrisi, TX
f Village of Hoffman Estates, IL
f City of Vineland, NJ
f Del OrWater Company, CA
f City of Carlsbad, CA City
f County of Denver, CO
f City of Frederick, MD
f Town of Falmouth, ME
f City of Missouri City, TX
f City of Roseburg, OR
f Georgetown Divide Utility
District, CA
f City of Fate, TX
f City of Galena, IL
f City of Marion, NC
f Colerain Township, OH
f Town of Hillsborough, CA
f Penn State University, PA

EDUCATION
Bachelor of Professional
Studies in Business
Management

CERTIFICATIONS
Project Management
Generative AI Overview
for Project Managers,
Project Management
Institute
Project Management
Professional (PMP)
Digital Intelligence
Series, Project
Management Institute
Business Continuity,
Project Management
Institute
Diversity, Equity,
and Inclusion in the
Workplace

KELSEY OLTZ, PMP
Senior Project Manager – OpenGov
Psomas | Asset Management Services – City of Grover Beach 42 43 Cameron has four years of experience supporting
and implementing asset/operations management
software – starting as a Technical Support Specialist with Cartegraph for two years and spending the past two years as an Implementation Support Specialist.

Contributions
f Configure Cartegraph software to meet customer goals and workflows f Import asset, resource, user, and library data from spreadsheets into Cartegraph database
f Give training for, assist in configuration of, and provide support for GIS integrations
f Configure and train customers for use and configuration of integrated products
f Train customers on use, configuration, and best practice for advanced features, such as Reports, Automations, Advanced Assets, Advanced Materials, and ScenarioBuilder
Specific Project Experience
f City of Asbury, IA
f City of Banning, CA
f Canton Township, OH
f Cole County, MO
f Village of Elk Grove, IL
f Frederick County, MD
f City of Hokah, MN
f Kansas City, MO
f City of Liberty, KY
f City of Locust, NC
f Village of Ottawa Hills, OH
f City of Sebastopol, CA
f St. Clair County, MI
f City of Talent, OR
f Terracon Development Ltd

COMPETENCIES
f Integrations
f Training
f Configurations

EDUCATION
Clarke University
- Bachelor of Arts,
Computer Information
System

CAMERON TIERNAN
Implementation Consultant – OpenGov
Psomas | Asset Management Services – City of Grover Beach 43 44 Prior to joining Cartegraph’s team, Emily worked in
local government implementing Cartegraph Asset
Management for the Town of Marana, AZ. During her time
with the Town, she implemented Cartegraph Asset Management within Public Works, Water, Wastewater and Parks & Recreation. Emily has a strong grasp on software implementation, asset management, GIS, and is deeply committed to utilizing those platforms to further organizational goals and standards. Emily is accustomed to taking on large projects and responsibilities while cultivating dynamic leadership, integrity, and solid performance.

Contributions
f Collaborates with customers to ensure system configuration is complete and timely while consulting on best practices and assisting clients in designing and building a solution that meets their needs f Effectively carries out the translation of business requirements into functional specifications to satisfy the business needs and necessary system modifications
f Oversees the technical back end of software implementation, supplementing the management and consultative aspects of a project with configuration, troubleshooting, and training related tasks Specific Project Experience
f Arapahoe County, CO
f City of Ashland, OR
f City of Blackfoot, ID
f City of Burleson, TX
f City of Cambridge, MA
f City of Dubuque, IA
f City of Rye, NY
f City of Tavares, FL
f Collier County, FL
f Galveston County, TX
f Harris County, TX
f Jefferson County, CO
f Mariana Ranchos, CA
f Pulama Lanai, HI
f Town of Marana, AZ
f Town of Northlake, TX
f Village of Windsor, CO

EDUCATION
Northern Arizona
University - Bachelor
of Arts, Comparative
Cultural Studies

CERTIFICATIONS
Cartegraph Admin
Certification

EMILY PARKER
Associate Manager, Implementation Analyst – OpenGov
Psomas | Asset Management Services – City of Grover Beach 44 1650 Spruce Street,
Suite 400
Riverside, CA 92507
951.787.8421
www.Psomas.com
RESOLUTION NO. 24-__
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GROVER BEACH,

CALIFORNIA APPROVING A PROFESSIONAL SERVICES AGREEMENT

WITH PSOMAS AND A MASTER SERVICES AGREEMENT WITH OPENGOV, INC. FOR ASSET MANAGEMENT SOFTWARE AND IMPLEMENTATION
WHEREAS, accurate infrastructure knowledge and assessment along with improved operational workflows are essential for the City to provide effective maintenance and infrastructure services; and
WHEREAS, the City’s current use of paper records and manual workflows can lead to inefficiencies and lost information, particularly in managing water, wastewater, and stormwater utility assets; and
WHEREAS, an asset management solution is needed to allow City staff to track real-time asset locations and conditions, maintain records, and plan effectively for maintenance and replacements; and
WHEREAS, the City received proposals for asset management software and, after a thorough review process, selected Cartegraph, a product owned by OpenGov, Inc., as the most effective solution; and
WHEREAS, OpenGov, Inc. partnered with Psomas, a consulting firm specialized in Cartegraph software implementation, to propose a comprehensive solution that includes integration with the City’s GIS databases, training for staff, and ongoing support; and WHEREAS, the implementation of the Cartegraph system will commence in the summer of 2024 with an expected full implementation date during 2025; and WHEREAS, the implementation costs and annual subscription costs will be allocated between the Wastewater Enterprise Fund, Water Enterprise Fund, and General Fund.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Grover Beach hereby finds, determines, and declares the following:

1. The Professional Services Agreement with Psomas, attached hereto as Exhibit A, is hereby approved in substantially the same form as presented.

2. The Master Services Agreement with OpenGov, Inc., attached hereto as Exhibit B, is hereby approved in substantially the same form as presented.

3. The City Manager is authorized to execute the agreements on behalf of the City and to sign any other documents necessary to fulfill the terms of the agreements.

Attachment 2
On motion by ________, second by ________, and on the following roll-call vote, to wit:

AYES: Council Members -
NOES: Council Members -
ABSENT: Council Members -
ABSTAIN: Council Members -
the foregoing Resolution was PASSED, APPROVED, and ADOPTED at a Regular Meeting of the City Council of the City of Grover Beach, California this 22nd day of July 2024. _____________________________

KAREN BRIGHT, MAYOR
Attest:
______________________________

WENDI SIMS, CITY CLERK
**DRAFT**

Page 1 ends

AGREEMENT

CITY OF GROVER BEACH, CALIFORNIA

PROFESSIONAL DESIGN AND CONSTRUCTION MANAGEMENT SERVICES

CARTEGRAPH ASSET MANAGEMENT SOFTWARE IMPLEMENTATION
THIS AGREEMENT is made and entered into effective the ____ day of July, 2024, by and between the CITY OF GROVER BEACH, a California municipal corporation (hereinafter referred to as "CITY"), and PSOMAS (hereinafter referred to as "CONSULTANT").

RECITALS
WHEREAS, CITY desires to obtain an Enterprise Asset Management System, more specifically identified in the Proposal, Scope of Work and Fee Schedule, jointly attached as “Exhibit A” to this Agreement, herein referred to as the PROJECT; and
WHEREAS, CONSULTANT is engaged in the business of geospatial technology, engineering, land survey, environmental consulting, and construction management and hereby represents that it desires to and is professionally and legally capable of performing the services called for by this Agreement; and WHEREAS, this Agreement sets forth the terms and conditions under which CONSULTANT shall provide professional services, to be paid by the City of Grover Beach; and WHEREAS, this Agreement will be administered for CITY by the Director of Public Works/City Engineer, hereinafter referred to as DIRECTOR or his/her designee.

AGREEMENT
NOW, THEREFORE, in consideration of the foregoing and of the covenants, conditions, and promises hereinafter contained to be kept and performed by the respective parties, it is mutually agreed as follows:

ARTICLE I. SCOPE OF SERVICES
CONSULTANT shall complete said PROJECT described herein and more fully described in Exhibit A, and in accordance with local, State and Federal laws. This shall include all work incidental to, or necessary to perform, such services even though not specifically described in Exhibit A.

ARTICLE II. COMPENSATION AND PAYMENT
A. CONSULTANT’S sole compensation for satisfactory performance of all services required or rendered pursuant to this Agreement shall be performed on a not to exceed basis of $65,585.00.

B. CONSULTANT shall invoice CITY on a monthly basis, via detailed statement, which will be processed and payable in the normal course of CITY business, typically within 30 days of receipt of an invoice unless otherwise identified in this Agreement.

C. The parties may modify this Agreement to increase or decrease the scope of services or provide for the rendition of services not required by this Agreement, which modification shall include an adjustment to CONSULTANT’S compensation. Any change in the scope of services must be made by written Contract Amendment to the Agreement signed by an authorized representative for each party. CONSULTANT shall not be entitled to any additional compensation if services are performed prior to a signed written Contract Amendment.

Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 Exhibit A

Page 2 ends

D. At any time prior to issuance of final payment, the CITY may conduct a cost audit of CONSULTANT’S invoices/statements. Any payment may be reduced by amounts found by CITY not to constitute allowable costs and/or adjusted for prior overpayments or underpayments. Upon CONSULTANT’S compliance with all terms of this Agreement, City shall promptly pay any balance of allowable costs.

ARTICLE III. TERMINATION, REMEDIES, FORCE MAJEURE AND CONSOLIDATION OF DISPUTES A. This Agreement shall terminate without any liability of CITY to CONSULTANT upon the earlier of:
(i) CONSULTANT’S filing for protection under the federal bankruptcy laws, or any bankruptcy petition or petition for receiver commenced by a third party against CONSULTANT; (ii) Seven (7) calendar days written notice, with or without cause, by either the CITY or CONSULTANT;
(iii) Expiration of this Agreement.

B. Upon any termination or expiration of this Agreement, CONSULTANT shall (i) Immediately stop all work hereunder;
(ii) Immediately cause any and all of its subcontractors to cease work; and (iii) Return to CITY any and all unearned payments and all properties and materials in the possession of CONSULTANT that are owned by CITY. Subject to the terms of this Agreement, CONSULTANT shall be paid compensation for services satisfactorily performed prior to the effective date of termination. CONSULTANT shall not be paid for any work or services performed or costs incurred which reasonably could have been avoided.

C. In the event of termination due to failure of CONSULTANT to satisfactorily perform in accordance with the terms of this Agreement, CITY may withhold an amount that would otherwise be payable as an offset to, but not in excess of, CITY’S damages caused by such failure. In no event shall any payment by CITY pursuant to this Agreement constitute a waiver by CITY of any breach of this Agreement which may then exist on the part of CONSULTANT, nor shall such payment impair or prejudice any remedy available to CITY with respect to the breach.

D. Upon any breach of this Agreement by CONSULTANT, CITY may:
(i) Exercise any right, remedy (in contract, law or equity), or privilege which may be available to it under applicable laws of the State of California or any other applicable law; (ii) Proceed by appropriate court action to enforce the terms of the Agreement; and/or (iii) Recover all direct, indirect, consequential, economic and incidental damages for the breach of the Agreement. If it is determined that CITY improperly terminated this Agreement for default, such termination shall be deemed a termination for convenience.

E. CONSULTANT shall provide CITY with adequate written assurances of future performance, upon the request of the Director or his/her designee, in the event CONSULTANT fails to comply with any terms or conditions of this Agreement.

F. CONSULTANT shall be liable for default unless nonperformance is caused by an occurrence beyond the reasonable control of CONSULTANT and without its fault or negligence such as, acts of God or the public enemy, acts of CITY in its contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers. CONSULTANT shall notify the Director or his/her designee in writing as soon as it is reasonably possible after the commencement of any excusable delay, setting forth the full particulars in connection therewith, Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788

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and shall remedy such occurrence with all reasonable dispatch, and shall promptly give written notice to the Director or his/her designee of the cessation of such occurrence.

G. CONSULTANT agrees that, notwithstanding any contrary provision in this Agreement, any dispute arising from or relating to this Agreement (including, without limitation, disputes based on contract, tort, equity or statute) may, at CITY’S option, be joined and consolidated with any other dispute or disputes arising from or relating to the PROJECT so that all disputes arising from or relating to the PROJECT may be resolved in a single proceeding. CONSULTANT hereby specifically waives any objection it may otherwise have to such joinder and consolidation and specifically consents to mediation, arbitration or any other dispute resolution mechanism, forum or proceeding necessary to effectuate the joinder and consolidation contemplated by this provision.

ARTICLE IV. CONFIDENTIAL INFORMATION, OWNERSHIP OF DOCUMENTS AND COPYRIGHT LICENSE A. Any reports, information, or other data prepared or assembled by CONSULTANT pursuant to this Agreement shall not be made available to any individual or organization by CONSULTANT without the prior written approval of CITY. During the term of this Agreement, and thereafter, CONSULTANT shall not, without the prior written consent of CITY, disclose to anyone any Confidential Information. The term Confidential Information for the purposes of this Agreement shall include all proprietary and confidential information of CITY, including but not limited to business plans, marketing plans, financial information, designs, drawings, specifications, materials, compilations, documents, instruments, models, source or object codes and other information developed pursuant to this Agreement, disclosed or submitted, orally, in writing, or by any other medium or media, (otherwise referred to as “work”). All Confidential Information shall be and remain confidential and proprietary in CITY.

B. CONSULTANT shall not reproduce (such as photographs and prints), duplicate, distribute reproductions, or incorporate into any trademark or service mark, the work without the prior written consent of CITY.

Any rights of the CONSULTANT in the work terminate upon the death of such CONSULTANT and do not extend to such CONSULTANT’S heirs, successors or assigns.

C. Title to the work shall pass to CITY upon final acceptance by CITY. CITY reserves the right to donate, transfer or sell the work or any portion thereof. CITY shall have the exclusive right to publicly display the work and shall have a license to reproduce (such as photographs and prints) or create threedimensional reproductions of the work for any noncommercial purpose (including, but not limited to, books, slides, postcards, film, Internet sites, reproductions for advertising, and other media). Prior to public display, the CITY shall consider the sensitive nature and potential security risk of releasing the information to the general public. Such reproductions shall contain if legally necessary a copyright notice. Reproductions for commercial purposes are only to be made with the mutual written consent of CONSULTANT and CITY. All references and reproductions or adaptations of the work will credit the work to the CONSULTANT unless CONSULTANT requests to the contrary. CITY reserves the right to modify, remove and/or relocate the work at any time, and after consultation with CONSULTANT, shall have the right to determine when and if modifications, repairs and/or restorations are needed. If City makes modifications, repairs or restoration not approved by the CONSULTANT, the CONSULTANT shall have the right to sever its association with the work. CONSULTANT agrees to give CITY written notice prior to asserting any claim pertaining to the work, and CITY shall have not less than 90 days from the date of receipt of claim to cure any such claim. CITY may incorporate the work into any trademark or service mark to be utilized by City to register the same in accordance with Federal, state or local law.

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D. If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall cause each subcontractor to also comply with the requirements of this Article (IV).

This Article (IV) shall survive expiration or termination of this Agreement.

ARTICLE V. PROFESSIONAL SKILL
It is further mutually understood and agreed by and between the parties hereto that inasmuch as CONSULTANT represents to CITY that CONSULTANT and its subcontractors, if any, are skilled in the profession and shall perform in accordance with the standards of said profession necessary to perform the services agreed to be done by it under this Agreement, CITY relies upon the skill of CONSULTANT and any subcontractors to do and perform such services in a skillful manner and CONSULTANT agrees to thus perform the services and require the same of any subcontractors. Therefore, any acceptance of such services by CITY shall not operate as a release of CONSULTANT or any subcontractors from said professional standards.

ARTICLE VI. INDEMNIFICATION AND DEFENSE
A. Indemnification and Defense for Professional Services: To the fullest extent permitted by law, CONSULTANT shall indemnify, defend and hold harmless CITY and any and all of its officers, officials, employees, agents and volunteers (“Indemnified Parties”) from and against any and all claims, losses, liabilities, damages, costs and expenses, including attorney’s fees and costs, to the extent they arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the CONSULTANT. CONSULTANT’S duty to defend shall consist of reimbursement of defense costs incurred by CITY in direct proportion to the CONSULTANT’S proportionate percentage of fault.

CONSULTANT’S percentage of fault shall be determined, as applicable, by a court of law, jury or arbitrator. In the event any loss, liability or damage is incurred by way of settlement or resolution without a court, jury or arbitrator having made a determination of the CONSULTANT’S percentage of fault, the parties agree to mediation with a third party neutral to determine the CONSULTANT’S proportionate percentage of fault for purposes of determining the amount of indemnity and defense cost reimbursement owed to the CITY.

B. For All Other Liabilities: Notwithstanding the foregoing and without diminishing any rights of CITY under this Article (VI), for any liability, claim, demand, allegation against CITY arising out of, related to, or pertaining to any act or omission of CONSULTANT, but which is not a design professional service, CONSULTANT shall defend, indemnify, and hold harmless CITY, its officials, employees, and agents (“Indemnified Parties”) from and against any and all damages, costs, expenses (including reasonable attorney fees and expert witness fees), judgments, settlements, and/or arbitration awards, whether for personal or bodily injury, property damage, or economic injury, and arising out of, related to, any concurrent or contributory negligence on the part of the CITY, except for the sole or active negligence of, or willful misconduct of the CITY.

C. If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall require each subcontractor to indemnify, hold harmless and defend CITY and each of its officers, officials, employees, agents and volunteers in accordance with the terms of the preceding paragraph.

This Article (VI) shall survive termination or expiration of this Agreement.

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ARTICLE VII. INSURANCE
A. Throughout the life of this Agreement, CONSULTANT shall pay for and maintain in full force and effect all insurance as required in Exhibit B, which is incorporated into and part of this Agreement, with an insurance company(ies) either:
(i) Admitted by the California Insurance Commissioner to do business in the State of California and rated no less than “A-VII” in the Best’s Insurance Rating Guide; or (ii) As may be authorized in writing by CITY'S Administrative Services Director, or his/her successor, or his/her designee at any time and in his/her sole discretion. The required policies of insurance as stated in Exhibit B shall maintain limits of liability of not less than those amounts stated therein.

B. If at any time during the life of the Agreement or any extension, CONSULTANT or any of its subcontractors/sub-consultants fail to maintain any required insurance in full force and effect, all services and work under this Agreement shall be discontinued immediately, and all payments due or that become due to CONSULTANT shall be withheld until notice is received by CITY that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to CITY. Any failure to maintain the required insurance shall be sufficient cause for CITY to terminate this Agreement. No action taken by CITY pursuant to this Article (VII) shall in any way relieve CONSULTANT of its responsibilities under this Agreement. The phrase “fail to maintain any required insurance” shall include, without limitation, notification received by CITY that an insurer has commenced proceedings, or has had proceedings commenced against it, indicating that the insurer is insolvent.

C. The fact that insurance is obtained by CONSULTANT shall not be deemed to release or diminish the liability of CONSULTANT, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify CITY shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by CONSULTANT. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of CONSULTANT, its principals, officers, agents, employees, persons under the supervision of CONSULTANT, vendors, suppliers, invitees, consultants, sub-consultants, subcontractors, or anyone employed directly or indirectly by any of them.

D. If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall require each subcontractor/sub-consultant to provide insurance protection, as an additional insured, to the CITY and each of its officers, officials, employees, agents and volunteers in accordance with the terms of this section, except that any required certificates and applicable endorsements shall be on file with CONSULTANT and CITY prior to the commencement of any services by the subcontractor. CONSULTANT and any subcontractor/subconsultant shall establish additional insured status for CITY, its officers, officials, employees, agents and volunteers.

ARTICLE VIII. CONFLICT OF INTEREST AND NON-SOLICITATION A. Prior to CITY’S execution of this Agreement, CONSULTANT shall complete a City of Grover Beach Conflict of Interest Disclosure Statement in the form as set forth in Exhibit C. During the term of this Agreement, CONSULTANT shall have the obligation and duty to immediately notify CITY in writing of any change to the information provided by CONSULTANT in such statement.

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B. CONSULTANT shall comply, and require its subcontractors to comply, with all applicable (i) Professional canons and requirements governing avoidance of impermissible client conflicts; and
(ii) Federal, state and local conflict of interest laws and regulations including, without limitation, California Government Code Section 1090 et. seq., the California Political Reform Act (California Government Code Section 87100 et. seq.), and the regulations of the Fair Political Practices Commission concerning disclosure and disqualification (2 California Code of Regulations Section 18700 et. seq.).

At any time, upon written request of CITY, CONSULTANT shall provide a written opinion of its legal counsel and that of any subcontractor that, after a due diligent inquiry, CONSULTANT and the respective subcontractor(s) are in full compliance with all laws and regulations. CONSULTANT shall take, and require its subcontractors to take, reasonable steps to avoid any appearance of a conflict of interest. Upon discovery of any facts giving rise to the appearance of a conflict of interest, CONSULTANT shall immediately notify CITY of these facts in writing.

C. In performing the work or services to be provided hereunder, CONSULTANT shall not employ or retain the services of any person while such person either is employed by CITY or is a member of any CITY council, commission, board, committee, or similar CITY body. This requirement may be waived in writing by the City Manager, if no actual or potential conflict is involved.

D. CONSULTANT represents and warrants that it has not paid or agreed to pay any compensation, contingent or otherwise, direct or indirect, to solicit or procure this Agreement or any rights/benefits hereunder.

E. Neither CONSULTANT, nor any of CONSULTANT’S subcontractors performing any services on this Project, shall bid for, assist anyone in the preparation of a bid for, or perform any services pursuant to, any other contract in connection with this Project. CONSULTANT and any of its subcontractors shall have no interest, direct or indirect, in any other contract with a third party in connection with this Project unless such interest is in accordance with all applicable law and fully disclosed to and approved by the City Manager, in advance and in writing.

F. If CONSULTANT should subcontract all or any portion of the work to be performed or services to be provided under this Agreement, CONSULTANT shall include the provisions of this Article in each subcontract and require its subcontractors to comply therewith.

This Article (VIII) shall survive termination or expiration of this Agreement.

ARTICLE IX. GENERAL TERMS
A. Except as otherwise provided by law, all notices expressly required of CITY within the body of this Agreement, and not otherwise specifically provided for, shall be effective only if signed by the Director or his/her designee.

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B. Records of CONSULTANT’S expenses pertaining to the Project shall be kept on a generally recognized accounting basis and shall be available to CITY or its authorized representatives upon request during regular business hours throughout the life of this Agreement and for a period of three years after final payment or, if longer, for any period required by law. In addition, all books, documents, papers, and records of CONSULTANT pertaining to the Project shall be available for the purpose of making audits, examinations, excerpts, and transcriptions for the same period of time. If any litigation, claim, negotiations, audit or other action is commenced before the expiration of said time period, all records shall be retained and made available to CITY until such action is resolved, or until the end of said time period whichever shall later occur. If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall cause each subcontractor to also comply with the requirements of this paragraph. This Article 10(B) shall survive expiration or termination of this Agreement.

C. Prior to execution of this Agreement by CITY, CONSULTANT shall have provided evidence to CITY that CONSULTANT is licensed to perform the services called for by this Agreement (or that no license is required). CONSULTANT and any subcontractors shall agree to obtain any local licensing or certifications necessary to perform services within the City, including but not limited to City Business Tax Certificates. If CONSULTANT should subcontract all or any portion of the work or services to be performed under this Agreement, CONSULTANT shall require each subcontractor to provide evidence to CITY that subcontractor is licensed to perform the services called for by this Agreement (or that no license is required) before beginning work.

ARTICLE X. NONDISCRIMINATION
To the extent required by controlling federal, state and local law, CONSULTANT shall not employ discriminatory practices in the provision of services, employment of personnel, or in any other respect on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Subject to the foregoing and during the performance of this Agreement, CONSULTANT agrees as follows:

A. CONSULTANT will comply with all applicable laws and regulations providing that no person shall, on the grounds of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era be excluded from participation in, be denied the benefits of, or be subject to discrimination under any program or activity made possible by or resulting from this Agreement.

B. CONSULTANT will not discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, gender identification, status as a disabled veteran or veteran of the Vietnam era. CONSULTANT shall ensure that applicants are employed, and the employees are treated during employment, without regard to their race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, gender identification, status as a disabled veteran or veteran of the Vietnam era. Such requirement shall apply to CONSULTANT’S employment practices including, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. CONSULTANT Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788

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agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth the provision of this nondiscrimination clause.

C. CONSULTANT will, in all solicitations or advertisements for employees placed by or on behalf of CONSULTANT in pursuit hereof, state that all qualified applicants will receive consideration for employment without regard to race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era.

D. CONSULTANT will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, a notice advising such labor union or workers' representatives of CONSULTANT’S commitment under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment.

E. If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall cause each subcontractor to also comply with the requirements of this Article (X).

ARTICLE XI. INDEPENDENT CONTRACTOR
A. In the furnishing of the services provided for herein, CONSULTANT is acting solely as an independent contractor. Neither CONSULTANT, nor any of its officers, agents or employees shall be deemed an officer, agent, employee, joint venture, partner or associate of CITY for any purpose. CITY shall have no right to control or supervise or direct the manner or method by which CONSULTANT shall perform its work and functions. However, CITY shall retain the right to administer this Agreement so as to verify that CONSULTANT is performing its obligations in accordance with the terms and conditions thereof.

B. This Agreement is not evidence of a partnership or joint venture between CONSULTANT and CITY.

CONSULTANT shall have no authority to bind CITY absent CITY’S express written consent. Except to the extent otherwise provided in this Agreement, CONSULTANT shall bear its own costs and expenses in pursuit thereof.

C. Because of its status as an independent contractor, CONSULTANT and its officers, agents and employees shall have absolutely no right to employment rights and benefits available to CITY employees. CONSULTANT shall be solely liable and responsible for all payroll and tax withholding and for providing to, or on behalf of, its employees all employee benefits including, without limitation, health, welfare and retirement benefits. In addition, together with its other obligations under this Agreement, CONSULTANT shall be solely responsible, indemnify, defend and save CITY harmless from all matters relating to employment and tax withholding for and payment of CONSULTANT'S employees, including, without limitation:
(i) Compliance with Social Security and unemployment insurance withholding, payment of workers’ compensation benefits, and all other laws and regulations governing matters of employee withholding, taxes and payment; and
(ii) Any claim of right or interest in CITY employment benefits, entitlements, programs and/or funds offered employees of CITY whether arising by reason of any common law, de facto, leased, or co-employee rights or other theory. It is acknowledged that during the term of this Agreement, CONSULTANT may be providing services to others unrelated to CITY or to this Agreement.

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ARTICLE XII. NOTICES
All notices, including notices of address changes, required to be sent hereunder shall be in writing and shall be deemed to have been given when mailed to the addresses listed below:

A. CITY: City of Grover Beach, Greg Ray, Public Works Director – City Engineer, 154 South Eighth Street, Grover Beach, CA 93433
B. CONSULTANT: PSOMAS, Marcia Carrillo, 865 S. Figueroa Street, Suite 3200, Los Angeles, CA 90017.

ARTICLE XIII. BINDING
Subject to Article XII, below, once this Agreement is signed by all parties, it shall be binding upon, and shall inure to the benefit of, all parties, and each parties' respective heirs, successors, assigns, transferees, agents, servants, employees and representatives.

ARTICLE XIV. ASSIGNMENT
A. This Agreement is personal to CONSULTANT and there shall be no assignment by CONSULTANT of its rights or obligations under this Agreement without the prior written approval of the Grover Beach City Council. Any attempted assignment by CONSULTANT, its successors or assigns, shall be null and void unless approved by the Grover Beach City Council.

B. CONSULTANT hereby agrees not to assign the payment of any monies due CONSULTANT from CITY under the terms of this Agreement to any other individual(s), corporation(s) or entity(ies). CITY retains the right to pay any and all monies due CONSULTANT directly to CONSULTANT.

ARTICLE XV. COMPLIANCE THE LAW
In providing the services required under this Agreement, CONSULTANT shall at all times comply with all applicable laws of the United States, the State of California and CITY, and with all applicable regulations promulgated by federal, state, regional, or local administrative and regulatory agencies, now in force and as they may be enacted, issued, or amended during the term of this Agreement.

ARTICLE XVI. WAIVER
The waiver by either party of a breach by the other of any provision of this Agreement shall not constitute a continuing waiver or a waiver of any subsequent breach of either the same or a different provision of this Agreement. No provisions of this Agreement may be waived unless in writing and signed by all parties to this Agreement. Waiver of any one provision herein shall not be deemed to be a waiver of any other provision herein.

ARTICLE XVII. GOVERNING LAW AND VENUE
This Agreement shall be governed by, and construed and enforced in accordance with, the laws of the State of California, excluding, however, any conflict of laws rule which would apply the law of another jurisdiction. Venue for purposes of the filing of any action regarding the enforcement or interpretation of this Agreement and any rights and duties hereunder shall be San Luis Obispo County, California.

ARTICLE XVIII. HEADINGS
The section headings in this Agreement are for convenience and reference only and shall not be construed or held in any way to explain, modify or add to the interpretation or meaning of the provisions of this Agreement.

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ARTICLE XIX. SEVERABILITY
The provisions of this Agreement are severable. The invalidity, or unenforceability of any one provision in this Agreement shall not affect the other provisions.

ARTICLE XX. INTERPRETATION
The parties acknowledge that this Agreement in its final form is the result of the combined efforts of the parties and that, should any provision of this Agreement be found to be ambiguous in any way, such ambiguity shall not be resolved by construing this Agreement in favor of or against either party, but rather by construing the terms in accordance with their generally accepted meaning.

ARTICLE XXI. ATTORNEY’S FEES
If either party is required to commence any proceeding or legal action to enforce or interpret any term, covenant or condition of this Agreement, the prevailing party in such proceeding or action shall be entitled to recover from the other party its reasonable attorney's fees and legal expenses.

ARTICLE XXII. EXHIBITS
Each exhibit and attachment referenced in this Agreement is, by the reference, incorporated into and made a part of this Agreement. In the event that the terms of an exhibit or attachment conflict with the terms of this Agreement, the terms of this Agreement will control.

ARTICLE XXIII. PRECEDENCE OF DOCUMENTS
In the event of any conflict between the body of this Agreement and any Exhibit or Attachment hereto, the terms and conditions of the body of this Agreement shall control and take precedence over the terms and conditions expressed within the Exhibit or Attachment. Furthermore, any terms or conditions contained within any Exhibit or Attachment hereto which purport to modify the allocation of risk between the parties, provided for within the body of this Agreement, shall be null and void.

ARTICLE XXIV. CUMULATIVE REMEDIES
No remedy or election hereunder shall be deemed exclusive but shall, wherever possible, be cumulative with all other remedies at law or in equity.

ARTICLE XXV. NO THIRD-PARTY BENEFICIARIES
The rights, interests, duties and obligations defined within this Agreement are intended for the specific parties hereto as identified in the preamble of this Agreement. Notwithstanding anything stated to the contrary in this Agreement, it is not intended that any rights or interests in this Agreement benefit or flow to the interest of any third parties.

ARTICLE XXVI. EXTENT OF AGREEMENT
Each party acknowledges that they have read and fully understand the contents of this Agreement and any documents issued that resulted in selection of CONSULTANT for entry into this Agreement. This Agreement represents the entire and integrated agreement between the parties with respect to the subject matter hereof and supersede all prior negotiations, representations or agreements, either written or oral. This Agreement may be modified only by written instrument duly authorized and executed by both CITY and CONSULTANT.

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AGREEMENT SIGNATURES

CITY OF GROVER BEACH, CALIFORNIA

PROFESSIONAL CONSULTANT SERVICES

CARTEGRAPH ASSET MANAGEMENT SOFTWARE IMPLEMENTATION
IN WITNESS WHEREOF, the parties hereto have entered into this Agreement effective as of the day and year first written above.

CITY OF GROVER BEACH
Karen Bright, Mayor Date
Attest:

Wendi Sims, City Clerk Date
Approved as to Form:

Robert Lomeli, City Attorney Date
PSOMAS
Marcia Carrillo, Date
Tech Services Team Lead, Vice President/Principal
Attachments:

1. Exhibit A - Scope of Services and Fee Schedule

2. Exhibit B - Insurance Requirements

3. Exhibit C - Disclosure of Conflict of Interest
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7/17/2024

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EXHIBIT A

PROFESSIONAL CONSULTANT SERVICES

CONSULTANT SCOPE OF WORK AND FEE SCHEDULE
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City of Grover Beach, CA (“City”, “Customer”)
Exhibit “A” – Scope of Work (SOW)
SOW: PSO-804
Date Prepared: 7/1/2024
Date of Expiration 10/1/2024
Ver. 1.1
For any questions or assistance, please contact:

Marcia Carrillo, PhD, PMP, GISP
Tech Services Team Lead, Vice President/Principal
865 S Figueroa St # 3200
Los Angeles, CA 90017
Email: [email protected]
Office Phone: 951-300-2825
Mobile Phone: (951) 204-4494
(“Contractor”)
www.Psomas.com
Phone: (714) 481-8015
The following Addendums are attached to this SOW and are incorporated by reference:

ADDENDUM A – PSOMAS PROPOSAL RESPONSE
ADDENDUM B – FEE AND PAYMENTS
ADDENDUM C – OVERVIEW AND APPROACH
ADDENDUM D – STATEMENT OF WORK
ADDENDUM E – DETAILED WORK PLAN
Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 Proposal | 03.28.24
Asset Management Services

CITY OF GROVER BEACH
Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 i
Table of Contents
1 INTRODUCTORY LETTER1
2 INSURANCE COVERAGE2
3 FIRM QUALIFICATIONS3
4 KEY PERSONNEL QUALIFICATIONS6
5 QUALITY OF CLIENT SERVICE9
6 COST SCHEDULE 13 7 SUPPORTING INFORMATION 15
Psomas | Asset Management Services – City of Grover Beach i
Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 Balancing the Natural and Built Environment
March 28, 2024
City of Grover Beach Public Works Department
Attn: Gabriel Munoz-Morris, Senior Engineer
154 South 8th Street
Grover Beach, CA 93433
RE: Proposal for Enterprise Asset Management (EAM) Software Dear Mr. Munoz-Morris:

As a Vice President and Officer of Psomas, I, Marcia Carrillo, am authorized to bind the firm to the provisions of this RFP and any contract award pursuant tit. Psomas acknowledges Addendum no. 1.

Sincerely,
Marcia Carrillo, PhD, PMP, GISP
Principal-in-Charge
Matthew Pugh, MS
Project Manager
1650 Spruce Street
Suite 400
Riverside, CA 92507
Tel 951.787.8421
www.Psomas.com
Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 2 2 Insurance Coverage
For the required insurance coverage forms, please see section 7.

Psomas | Asset Management Services – City of Grover Beach 2 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 3 3 Firm Qualifications
About Psomas
Psomas is a California Corporation and a leading
consulting firm founded in 1946, focused on
geospatial technology, engineering, land survey,
environmental consulting, and construction
management. The cornerstone of our business
approach is to address our clients’ near-term
needs while serving long-term strategies guiding
more effective organizational effectiveness.

Our core strength is our multi-disciplined teams
of experts—top-notch staff who produce
award-winning projects for our clients through
innovation, creativity, and cutting-edge technical
expertise.

As a leading consulting engineering technology
firm, Psomas serves clients in the transportation;
water/wastewater; and public, institutional,
and private land development markets.

Psomas has provided geospatial consulting and
implementation services for over 30 years to
local governments, utilities, and other public and
private agencies throughout the western United
States.

Psomas’ proposed Project Manager and Senior
GIS/EAM Consultant, Matthew Pugh, has over 10
years of local government experience supporting
Salt Lake City
San Diego
Pasadena
Sacramento
Seattle
Valencia
Tacoma
Walnut Creek
Santa Ana
Yorba Linda
Riverside
Auburn
Roseville
Los Angeles
Tucson
Wenatchee
Psomas | Asset Management Services – City of Grover Beach 3 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 4 GIS, EAM, and other software products during
his time with the City of Victorville, CA. The
experience he has gained through his time there
allows him to break down complex workflows and
challenges into understandable and manageable
courses of action to achieve desired results and
successfully deploy new solutions.

Company History
After witnessing the City of Palo Alto spend
over $10 million on an ERP system that was
delivered on 20 discs and had green screens,
OpenGov’s founders learned that governments
across the country were similarly hamstrung
by outdated technology. The public sector has
been underserved by its vendors for decades,
Firm Qualifications 3
Psomas | Asset Management Services – City of Grover Beach 4 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 5 while the digital era has transformed consumer
experiences and private sector organizations.

Today we have over 1,600 government customers
using our cloud-based suites.

Firm Qualifications 3
Psomas | Asset Management Services – City of Grover Beach 5 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 6 4 Key Personnel Qualifications
Marcia Carrillo, PhD, PMP, GISP Principal-in-Charge – Psomas f Eastern Municipal Water District, Enterprise
GIS Strategic Plan and Support – Perris, CA
f Jurupa Community Services District, Asset
Management Needs Assessment – Jurupa
Valley, CA
f North Orange County Community College
District, Campus-wide Utility Mapping and
Infrastructure Master Plan – Anaheim, CA
f City of Riverside, CADME GIS Replacement –
Riverside, CA
f Bureau of Engineering, Enhanced Excavation
(U) Permit System – Los Angeles, CA
Education
1998/PhD/Soil and Environmental Science/
University of California, Riverside
1987/BS/Electrical and Electronics Engineering/
California State Polytechnic University, Pomona
Certification
Geographic Information Systems Professional/GIS
Certification Institute
Data Science Certificate/ University of California,
Irvine/
Project Management Professional/Project
Management Institute/2139321
Marcia Carrillhas 24 years of experience in geospatial solutions for government and utilities. As a PMP, Marcia leads large-scale projects applying appropriate solutions including enterprise cloud-based technology and software development solutions, mobile applications, and advanced data analytics.

Psomas | Asset Management Services – City of Grover Beach 6 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 7 Keith Palmer, MS GIS Specialist, Programmer, Technical Manager – Psomas
f Development of the Psomas SitStat
Application – Multiple Counties, CA
f Enterprise GIS Implementation, Civic San
DiegoCorporation – San Diego, CA
f RSIP Enterprise GIS Program at Great Falls
International Airport – Great Falls, MT
f California High Speed Rail Authority Land
Conveyance Program – Madera, Fresno, Tulare,
and Kings Counties, CA
Education
1989/MS/Geography/University of California,
Riverside
1986/BS/Geography/University of California,
Riverside
Keith Palmer has 34 years of experience working with enterprise-scale GIS architectures, applications, and databases deployed on premises and in cloud configurations. He has expert knowledge of client server and internet systems architectures, security management, software development processes, and system administration. Keith is experienced in requirements gathering, translating user needs to system functional requirements, and developing compliant software solutions. He has an expert understanding of the Esri GIS Platform and practical approaches for applying Esri tools aligned with client business needs. He applies the Rational Unified Process (RUP) and Agile Development Methodology for application development and deployment.

Key Personnel Qualifications 4
Psomas | Asset Management Services – City of Grover Beach 7 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 8 Kelsey Oltz Senior Project Manager - OpenGov
f City of Corpus Christi, TX
f Village of Hoffman Estates, IL
f City of Vineland, NJ
f Del OrWater Company, CA
f City of Carlsbad, CA
f County of Denver, CA
Education
Bachelor of Professional Studies in Business
Management
Certifications
Project Management Generative AI Overview for
Project Managers, Project Management Institute
Project Management Professional (PMP)
Digital Intelligence Series, Project Management
Institute
Business Continuity, Project Management Institute
Diversity, Equity, and Inclusion in the Workplace
As a seasoned Senior Project Manager at OpenGov, Kelsey excels in orchestrating multifaceted deployments for numerous clients, meticulously setting scopes, timelines, and deliverables to ensure successful outcomes. With adept leadership, she guides deployment teams and customer resources, maintaining a vigilant eye on project portfolios to swifty address risks and issues through comprehensive mitigation plans. Her capacity to oversee a portfolio of 20-25 complex projects underscores her adeptness in project tracking and delivery.

Emily has a strong grasp on software implementation, asset management, GIS, and is deeply committed to utilizing those platforms to further organizational goals and standards. Emily is accustomed to taking on large projects and responsibilities while cultivating dynamic leadership, integrity, and solid performance
Key Personnel Qualifications 4
Psomas | Asset Management Services – City of Grover Beach 8 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 9 5 Quality of Client Service
Psomas’ prime commitment tour clients is to
deliver superior customer service as a consultant
of choice. Psomas understands the importance
of commitment tour clients' projects and the
impact it has tour client’s overall success. Our
dedication to excellence, demonstrated through
our track record and internal procedures, ensures
that we consistently deliver high-quality service
to municipal governments like the City of Grover
Beach.

Below, we have outlined several key factors that
demonstrate our commitment to the highest
level of services tour clients:

Communication, Engagement and
Reporting
Psomas believes in transparent communication
during and after our engagement with our
clients. At the project outset, Psomas and the
City project team lead will agree to a standard
communications protocol defining points of
contact, preferred communication methods,
and issue escalation procedures. The following
Psomas | Asset Management Services – City of Grover Beach 9 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 10 is the proposed communication and reporting
standard.
f Project Activity Reporting: Weekly or biweekly status review through a brief virtual meeting with project team members. An
action punch list is used to quickly review
status of actions. This process helps assure
planned actions are tracked and issues
identified and addressed quickly. Monthly,
a status report is produced that provides a
complete overview of the project addressing
accomplishments, issues, planned actions,
and updated schedule.
f Project Web: Psomas will deploy a project
collaboration website using Teamwork and
Microsoft SharePoint at project initiation
to serve as a master project information
repository. All schedules, plans, reports,
deliverables, and source information will
be posted and accessible through the site.

Significant issues will be escalated and the
City project lead notified.
f Bi-Weekly Task Progress Review and City
Update: These meetings follow a prescribed
briefing and discussion format for succinct
status reporting and issue discussion with
the City. A key objective is to resolve open
Quality of Client Service 5
Psomas | Asset Management Services – City of Grover Beach 10 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 11 issues, report status, and make necessary
course corrections, if needed.
f Monthly Formal Progress Report: Monthly
written status reports include scope,
budget, schedule, and quality reporting.

Our dedication tour clients doesn't end with the
successful implementation of their enterprise
asset management systems; it's an ongoing
Quality of Client Service 5
Psomas | Asset Management Services – City of Grover Beach 11 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 12 journey of collaboration, innovation, and
continuous improvement. We remain deeply
invested in their long-term success, offering
comprehensive support, proactive maintenance,
and tailored solutions to meet their evolving
needs and challenges.

These clients, some of whom are also listed as
references, attest tour commitment to their
projects and our ability to deliver sustainable
results over time. Long-term Clients include the
following:

Quality of Client Service 5
Psomas | Asset Management Services – City of Grover Beach 12 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 13 6 Cost Schedule
Costs for implementation of the OpenGov
Cartegraph software solution are divided intthree
(3) major sections:
f GIS Environment Preparation and Hosting
f Cartegraph Implementation
f Cartegraph Support and Maintenance
Below outlines the cost of services for each
section. This cost schedule is valid from April 1,
2024, to December 31, 2024.

Hourly Bill Rates are calculated using a universal
multiplier of 3.15 over the position’s expected
annual salary. Psomas does not use multipliers on
Cartegraph implementation services rates.

Invoices for GIS services, Cartegraph
implementation services, and reimbursable
expenses shall be sent to Psomas at the below
address:

Resource Rate
GIS Technician $95
Senior GIS Technician $112
GIS Analyst $125
Senior GIS Analyst $165
GIS Task/Project Manager $215
GIS Environment Deployment
Consulting
Psomas can advise the City of Grover Beach with
the most effective methodology for hosting its
current GIS data for use in Cartegraph. There
are multiple methodologies and best practices
of varying cost and complexity, and Psomas has
the ability to advise on and implement these
strategies. Below are GIS deployment strategies
Psomas is proficient in implementing:
f Locally Hosted ArcGIS Server
f Cloud Hosted ArcGIS Server
f Locally Hosted ArcGIS Enterprise
f Cloud Hosted ArcGIS Enterprise
f ArcGIS Online
Psomas | Asset Management Services – City of Grover Beach 13 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 14 Hourly Rates for the GIS Environment
Deployment Consulting are outlined below:

Service Rate
ArcGIS Environment Hosting on
AWS
$8,500 per
year
AWS Setup (20 Hours minimum) $225 Per
Hour

CARTEGRAPH IMPLEMENTATION
Cartegraph is implemented using the
methodology outlined in Section 7-D.

Implementation costs are fixed fee and are
charged by project milestone as follows:

The below table outlines the projected
implementation fee schedule:

OpenGov also provides data conversion services
and software integration services that can be
negotiated upon request.

Cost Schedule 6
Psomas | Asset Management Services – City of Grover Beach 14 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 15 7 Supporting Information
7-A: Insurance Coverage Certificates

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOS ONLY AUTOS

NON-OWNED

OWNED SCHEDULED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER

OTH- STATUTEPER
(MM/DD/YYYY) LIMITS POLICY EXP (MM/DD/YYYY)

POLICY EFF LTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $
AGGREGATE $
$
OCCUR

CLAIMS-MADE
DED RETENTION $
PRODUCTS - COMP/OP AGG $
GENERAL AGGREGATE $
PERSONAL & ADV INJURY $
MED EXP (Any one person) $
EACH OCCURRENCE $

DAMAGE TO RENTED
PREMISES (Ea occurrence) $

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PROJECT LOC

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

CANCELLATION

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
11/1/2023
Greyling Ins. Brokerage/EPIC
3780 Mansell Road, Suite 370
Alpharetta GA 30022
Sharon Brubaker
770.756.6599 770.756.6599
[email protected]
National Union Fire Ins Co of Pittsburg 19445
PSOMAS Travelers Property Casualty Co of Amer 25674
Psomas
865 South Figueroa Street
Suite 3200
Los Angeles CA 90017
1360183551
A X 2,000,000
X 500,000
25,000
2,000,000
4,000,000
X
GL5268212 4/1/2023 4/1/2024
4,000,000
A 2,000,000
X
X X
CA4489706 4/1/2023 4/1/2024
B X X CUP6W18197123NF 4/1/2023 4/1/2024 1,000,000
1,000,000
X 10,000
A
A X
N
WC015893764 (AOS)
WC015893765 (CA)
4/1/2023
4/1/2023 4/1/20244/1/2024 1,000,000
1,000,000
1,000,000
Sample Certificate
Psomas | Asset Management Services – City of Grover Beach 15 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 16 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOS ONLY AUTOS

NON-OWNED

OWNED SCHEDULED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER

OTH- STATUTEPER
(MM/DD/YYYY) LIMITS POLICY EXP (MM/DD/YYYY)

POLICY EFF LTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $
AGGREGATE $
$
OCCUR

CLAIMS-MADE
DED RETENTION $
PRODUCTS - COMP/OP AGG $
GENERAL AGGREGATE $
PERSONAL & ADV INJURY $
MED EXP (Any one person) $
EACH OCCURRENCE $

DAMAGE TO RENTED
PREMISES (Ea occurrence) $

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PROJECT LOC

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

CANCELLATION

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

Evidence of coverage in force.
30 Day Notice of Cancellation

FOR PROPOSAL ONLY
*
*
...

Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 16 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 17 City of Issaquah, WA – Cartegraph
Implementation
Cost: $271,000
Prime Consultant: Psomas | Sub-Consultant: OpenGov Reference:

Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 17 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 18 Poway, CA – Cartegraph Implementation Cost: $229,000 Prime Consultant: OpenGov Reference:

Brad Rosen
Interim Director of Finance
City of Poway
13325 Civic Center Dr
Poway, CA 92064
E: [email protected]
P: 858.669.4452
Assets: Facilities, parks & recreation, signals, stormwater, transportation, wastewater collection, wastewater treatment, water distribution,
water treatment
Integrations: Fuelmaster, SeeClickFix
Conversions: Navigator (legacy Cartegraph system)
GIS Services: None
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 18 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 19 7 | Page RFP: AM 2024
SECTION 3 - PROPOSAL INSTRUCTIONS

3.1 PROPOSER QUALIFICATIONS
Proposers must provide information to questions below in response to this RFP:

QUESTION VENDOR RESPONSE

1. Vendor contact information for
future inquiries.

2. Number of Agencies utilizing
your software?

3. How long has your software
been in operation?

4. Based on our size and
water/wastewater focus, provide
at least one reference agency
with contact information (San
Luis Obispo County or Central
Coast (Ventura to King City)
preference).

5. Does your company provide any
unique or differentiating
capabilities?

6. Does your software host GIS
services? If not, how does your
software integrate into GIS?

7. Based on the stated Objectives,
please provide a budgetary
quote and a proposal for the
startup and annual maintenance
cost.

8. How is infrastructure in the
model updated? If the City needs
to make updates once per
quarter, how is this completed
and is there additional cost to
this?

9. Please provide any optional
costs for training, technical
support or additional modules.

1. OVERVIEW AND APPROACH

PROJECT MANAGER AND

IMPLEMENTATION CONSULTANT
Matthew Pugh, MS
PSOMAS

PROJECT MANAGER
Gabriel Munoz-Morris

PROJECT DIRECTOR
Marcia Carrillo, PhD, PMP, GISP
PSOMAS

INTEGRATIONS

ANALYST
Keith Palmer, MS
PSOMAS
City of Grover Beach
Organization Chart

IMPLEMENTATION

ANALYST
Sam Holownia
PSOMAS

IMPLEMENTATION

ANALYST
Lucia Lopez, MS
PSOMAS

SENIOR PROJECT MANAGER
Kelsey Oltz

IMPLEMENTATION CONSULTANT
Cameron Tiernan

IMPLEMENTATION ANALYST
Emily Parker
OpenGov
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 20 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 21 f OpenGov will be deployed as is, Customer
has access tall functionality available in the
current release.

2.2. FACILITIES AND HOURS OF COVERAGE
Psomas and OpenGov will:

B. Provide the Services under this SOW during
normal business hours, 8:30am t6:00pm local
time, Monday through Friday, except holidays.

2.3. KEY ASSUMPTIONS
The SOW and Psomas and OpenGov estimates
are based on the following key assumptions.

Per
A. The Psomas and OpenGov Suites are not
customized beyond current capacities based on
the latest release of the software.

B. Individual software modules are configured
based on discussions between Psomas and
OpenGov and Customer.

Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 21 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 22 2.4. EXCLUSIONS
The following service items are not included in the
scope of this project:

B. Data conversion services from other software
system(s) or sources (including Navigator
databases) are not included in the scope of this
project unless specifically listed in Appendix B.

C. Any service items discussed during
demonstrations; conference calls; or other events
are not included in the scope of this project unless
specifically listed in Appendix B.

2.5. PSOMAS AND OPENGOV

RESPONSIBILITIES

Planning
Psomas and OpenGov will:

Project Tracking and Reporting
Psomas and OpenGov will:

A. review project tasks, schedules, and resources
and make changes or additions, as appropriate.

Completion Criteria:

This is an on-going activity which will be
considered complete at the end of the Services
contract.

Deliverable Materials:
f Weekly status reports
f Project plan
f Project Charter
f Risk, Action, Issues and Decisions Register
(RAID)

2.5.2. Activity 2 – Initialization
Psomas and OpenGov will provide the following:

A. Customer Entity configuration
B. System Administrators creation
C. Solution Blueprint creation
D. Data Validation strategy confirmation
Completion Criteria:

This activity will be considered complete when:
f Customer Entity is created
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 22 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 23 f System Administrators have access to
Customer Entity
f Solution Blueprint is presented to Customer
Deliverable Materials:
f Solution Blueprint
f Sign-off of Initial Draft Solution Blueprint

2.5.3. Activity 3 – Psomas and OpenGov
Domains
f Psomas and OpenGov will provide the
following:

Enterprise Asset Management Domains
A. Transportation
B. Water Distribution
C. Wastewater Collection / Sanitary Sewer
Completion Criteria:

Completion Criteria:
f Software training is delivered
Deliverable Materials:
f Formal sign off document

2.6. YOUR RESPONSIBILITIES
The completion of the proposed scope of
work depends on the full commitment and
participation of your management and personnel.

Your Project Manager's responsibilities include
the following:

A. manage your personnel and responsibilities
for this project (for example: ensure personnel
complete any self-paced training sessions,
configuration, validation or user acceptance
testing);
B. serve as the interface between Psomas and
OpenGov and all your departments participating
in the project;
C. administer the Project Change Control
Procedure with the Project Manager;
D. participate in project status meetings;
E. obtain and provide information, data, and
decisions within five (5) business days of Psomas
and OpenGov’s request unless you and Psomas
and OpenGov agree in writing ta different
response time;
F. resolve deviations from the estimated
schedule, which may be caused by you;
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 23 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 24 G. help resolve project issues and escalate issues
within your organization, as necessary; and
H. create, with Psomas and OpenGov’s
assistance, the project plan for the performance
of this SOW which will include the activities, tasks,
assignments, milestones and estimates.

2.7. COMPLETION CRITERIA
Psomas and OpenGov will have fulfilled its
obligations under this SOW when any of the
following first occurs:

2.9. IILLUSTRATIVE PROJECT TIMELINES
The typical project timelines are for illustrative
purposes only and may not reflect your use cases.
(See table below)

Expenses are billed based on actual costs
incurred. Psomas and OpenGov shall not exceed
the estimated $5,600 expenses without written
approval from the Customer.

2.11. OFFER EXPIRATION DATE
This offer will expire on June 26, 2024 unless
extended by Psomas and OpenGov in writing.

APPENDIX A: ENGAGEMENT CHARTER
A-1: COMMUNICATION AND ESCALATION

Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 24 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 25 Executives may be needed to steer
strategic items to maximize the value
through the deployment.
f Escalation Process:
Psomas and OpenGov and Customer
agree to raise concerns and follow
the escalation process, resource
responsibility, and documentation in the
event an escalation is needed to support
issues raised
f Identification of an issue impeding
deployment progress, outcome or capturing
the value proposition, that is not acceptable.
f Customer or Psomas and OpenGov Project
Manager summarizes the problem statement
and impasse.
f Customer and Psomas and OpenGov
Project Managers jointly will outline solution,
acceptance or schedule Executive review.
f Resolution will be documented and signed off
following Executive review.
f Phase Sign-Off
Psomas and OpenGov requests signoffs at various stages during the implementation of the project. Once the
Customer has signed-off, any additional
changes requested by Customer on that
stage will require a paid change order
for additional hours for Psomas and
OpenGov to complete the requested
changes.

A-2: CHANGE ORDER PROCESS
This SOW and related efforts are based on the
information provided and gathered by OpenGov.

A-3: DELIVERABLE MATERIALS ACCEPTANCE

Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 25 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 26 f For any tasks not yet complete, Psomas
and OpenGov and/or Customer will provide
sufficient resources to expedite completion
of tasks to prevent negatively impacting the
project.
f Any conflict arising from the deliverable
Materials Acceptance Procedure will be
addressed as specified in the Escalation
Procedure set forth in Appendix A-1. As set
forth in the “Customer Delays” provision of
the Agreement, if there are extended delays
(greater than 10 business days) in Customer’s
response for requested information or
deliverable; Psomas and OpenGov may opt to
put the project on an "On Hold" status. After
the Customer has fulfilled its obligations,
Professional Services can be resumed and
the project will be taken off the "On-Hold"
status.
f Putting a project “on Hold” may have several
ramifications including, but not restricted, to
the following:
Professional Services to the customer
could be stopped;
Delay tany agreed timelines; or
Not having the same Professional
Services team assigned.

CONFIGURATIONS
Psomas and OpenGov will:
f Provide configuration services, including:
Up to ten (10) custom fields and up to
tw(2) custom layouts per asset type listed
in the Assets section below
Up to thirty (30) custom fields and up to
ten (10) custom layouts to be utilized in
any of the shared areas of the system,
such as Tasks
Up to twenty (20) automations
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 26 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 27 Up to twenty (20) preventative
maintenance plans

TRAINING
Psomas and OpenGov will:

TRAIN THE TRAINER TRAINING EVENT
Provide a three-day (3-day) onsite "train-thetrainer" training event. The training agenda will be defined and agreed upon by both Psomas and
OpenGov and your project manager. To avoid
redundancy, and to utilize service time efficiently,
training may cover a subset of the assets listed
in the Asset section of the scope. Topics may
include any of the following:
f Request Management:
Requests
Requesters
Task Creation from Requests
Issue library (including settings such as
Applies to Asset and Non-Location)
Psomas and OpenGov recommended
best practices for Request and Requester
Management
Work Management:
f Create Task(s) (Asset/Non-Asset)
f Assignments (Add, Edit, Remove)
Task Menu Actions
Related Work Items
Create Work Order
Associate Task two
Repeat Work Orders
Work Order Menu Actions
Enter Resources
Timesheets
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 27 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 28 Activity library (including settings such as
Applies to Asset, Inspection, Key Dates,
Cost, and Productivity)
Psomas and OpenGov recommended
best practices for Work Management
Asset Management:
Asset Details
Preventative Maintenance Plans
Inspections
Linked assets (if applicable)
Container/Component Relationships (if
applicable)
Psomas and OpenGov recommended
best practices for Asset Management
f Resource Management:
Resource Details
Labor/Equipment Rates
Material Management (Stock, Usage,
Adjustments)
Vendor Price Quotes
Psomas and OpenGov recommended
best practices for Resource Management
Psomas and OpenGov Mobile:
Overall system functionality (Navigation,
Interface, Maps, Attachments, Sorting)
Work Management
f Create and Update Tasks (Asset/Non-Asset)
f Assign Tasks
f Enter Resources
f Inspections
Asset Management
f Create and Update Assets
Request Management
f View and Update Requests
f View Requester information
f Create Task from Request
Psomas and OpenGov recommended
best practices for mobile device use
Administrator:
f Administrator:
User Administration, Role
Administration, Asset Administration,
Record Filter Administration, Import/
Export, Scheduled Process Log, Error
Log
f Settings:
System Settings, Map Administration,
Geocode Settings, GIS Integration
settings, Asset Color Manager
f Manager:
Layout Manager, Library Manager,
Preventative Maintenance, Asset
Condition Manager, Notification
Manager, Structure Manager,
Automation Manager
ADVANCED TRAINING TOPICS:
f Provide Preventative Maintenance Plans
remote train-the-trainer training, up to three
(3) hours. Training topics include:
Preventative Maintenance
Psomas and OpenGov recommended
best practices for proactive asset
management
f Provide Advanced Inspections, Asset
Condition Manager, and Asset Risk remote
train-the-trainer training, up to four (4)
hours. Training topics include:
Performance Management
f Prediction Groups
f Minimum Condition Groups
f Activities and Impacts
f Criticality Factor
f Install/Replaced Dates
Business Risk Exposure
f Risk
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 28 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 29 f Consequence of Failure
f Probability of Failure
Psomas and OpenGov recommended
best practices for Asset Risk
Functionality , advanced inspections and
condition management
f Provide Asset Builder remote train-thetrainer training, up to two(2) hours. Training topics include:
Psomas and OpenGov Asset
Management Administrator
f Structure Manager
f Library Manager
f Layout Manager
f User/Role Configurations
Psomas and OpenGov recommended
best practices for expanding the
system’s use and/or building assets

Records are never updated.
f When Tasks are completed in OMS the
Positive Response will be updated in your 811
system
f Integration Fields
Ticket Number
f Psomas and OpenGov 811 Ticket
Ticket Revision
f Psomas and OpenGov 811 Revision
Member Number
f Psomas and OpenGov 811 Member
Printable Text Information
f Psomas and OpenGov 811 Details
Psomas and OpenGov 811 Response
Code
f Positive Response
Psomas and OpenGov 811 Response
Comment (If required by state)
Positive Response Comment
Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 29 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 30 811 Response Status (Positive Response)
f Psomas and OpenGov 811 Response Status
811 Response Results (Positive
Response)
f Psomas and OpenGov 811 Response Results
Psomas and OpenGov Fields set by
Integration by default
Task ID: <ticket>-<revision>-<member>-
<year>
Asset Type: Non-Asset
Activity: Utility Locates
Department: 811
Priority: Important (for EMER, SHRT,
RUSH) or None.
Shape: Polygon if available, otherwise
centroid.
Address Number: <st_from_address>
Street: <street>, if already in Streets
library.
Intersecting Street: <cross1>, if already in
Streets library.
Location Description: (doesn’t require
values tbe in OMS libraries)
f Address: 3330 TEMPLETON GAP RD Cross:

Supporting Information 7
Psomas | Asset Management Services – City of Grover Beach 30 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 31 Marcia Carrillhas 26 years of experience in geospatial solutions for government and utilities. As a PMP, Marcia leads large-scale projects applying appropriate solutions including enterprise cloud-based technology and software development solutions, mobile applications, and advanced data analytics. She has devoted her career to making technology work for everyone. She is known for bringing innovative and best practices to project management and technical implementation, as well as her strong creativity, agile problem solving and comprehension of IT solutions. Marcia plays an integral part on projects to ensure clients' business goals are achieved.

EDUCATION
1998/PhD/Soil and
Environmental Science/
University of California,
Riverside
1987/BS/Electrical
and Electronics
Engineering/ California
State Polytechnic
University, Pomona

EXPERIENCE
With Psomas for 6 years;
with other firms for 20
years

MARCIA CARRILLO, PHD, PMP, GISP
Principal-in-Charge – Psomas
Psomas | Asset Management Services – City of Grover Beach 31 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 32 City of Riverside, CADME GIS Replacement – Riverside, CA: Project Manager leading technical team of system architects, programmers, GIS analysts, and data migration speciailists. For on-call services Scrum Master leading Agile process for system design, GIS data modeling and migration for over 700 data sets, design and development of 10 GIS viewers, and design and production system deployment for 50 map products.

City of Cupertino, GIS Services for Public Access GIS – Cupertino, CA:

Project Manager developing custom ESRI Web Application Builder widgets for the CupertinProperty Information application. Widgets include a mailing label widget and custom print and report widget.

MARCIA

CARRILLO,

PHD, PMP, GISP
(CONTINUED)
Psomas | Asset Management Services – City of Grover Beach 32 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 33 Matthew is a geospatial professional with over 12 years of local government and utility district experience in GIS, information technology, and location intelligence; local government urban planning and land development; and private sector GIS, real estate and land development. For 11 years, he served as Interim Technology Officer for the City of Victorville, where he developed an operating budget for the IT Department; initiated and managed a $3.7 million data center; rebuilt the department's staff; managed the upgrade of the City's internet and wide-area network; managed communications network design; and completed a multi-year water distribution network. Matthew alsprepares reports and develops projects to execute the client's vision and administer all aspects of ArcGIS Enterprise software.

EXPERIENCE
With Psomas for 1
years; with other firms
for 12 years

MATTHEW PUGH, MS
Senior Project Manager – Psomas
Psomas | Asset Management Services – City of Grover Beach 33 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 34 irrigation systems at the major city parks and facility sites using paper/PDF graphics as the data source material.

MATTHEW
PUGH
(continued)
Psomas | Asset Management Services – City of Grover Beach 34 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 35 workflows for building, engineering, planning, business licensing, animal licensing, and code compliance, including a digital plan review and approval workflow that eliminated the need for paper-based plan and document submissions. The project also included integrating EnerGov with the City’s ArcGIS Server and the development of multiple GIS datasets to support the system, including inspector areas, enforcement zones, fee areas, and development impact fee credit areas. Matthew was able to combine EnerGov workflows and this GIS data to automate inspector assignment by geography and developed an automation that would notify customers if they submitted an application that does not fall within the City’s jurisdiction.

MATTHEW
PUGH
(continued)
Psomas | Asset Management Services – City of Grover Beach 35 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 36 Keith Palmer has 34 years of experience working with enterprise-scale GIS architectures, applications,
and databases deployed on premises and in cloud
configurations. He has expert knowledge of client server and internet systems architectures, security management, software development processes, and system administration. Keith is experienced in requirements gathering, translating user needs to system functional requirements, and developing compliant software solutions. He has an expert understanding of the Esri GIS Platform and practical approaches for applying Esri tools aligned with client business needs. He applies the Rational Unified Process (RUP) and Agile Development Methodology for application development and deployment.

EDUCATION
1989/MS/Geography/
University of California,
Riverside
1986/BS/Geography/
University of California,
Riverside

PROFESSIONAL

KEITH PALMER, MS
GIS Specialist, Programmer, Technical Manager – Psomas
Psomas | Asset Management Services – City of Grover Beach 36 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 37 pertaining to the program. He also designed and implemented a SQL Server database and ArcSDE and ArcGIS Server administration.

EXPERIENCE
With Psomas for 14
years; with other firms
for 21 years
KEITH
PALMER
(continued)
Psomas | Asset Management Services – City of Grover Beach 37 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 38 Sam Holownia is a GIS Analyst specializing in utility and local government data. With a background in highaccuracy field data collection using GPS technology, Sam is detail-oriented and possesses strong analytical skills.

EDUCATION
2021/BS/Geography/
University of Idaho,
Moscow

EXPERIENCE
With Psomas for 1 year;
with other firms for 3
years

SAM HOLOWNIA
GIS Consultant – Psomas
Psomas | Asset Management Services – City of Grover Beach 38 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 39 the city tstay in compliance with recent State underground utility records requirements. Sam used a Trimble Geo7x centimeter GNSS kit and Trimble Pathfinder Office to process and QA/QC the GPS data prior to uploading into the City's enterprise geodatabase after each field survey.

Planning Department GIS Support, City of Victorville – Victorville, CA:

SAM

HOLOWNIA
(continued)
Psomas | Asset Management Services – City of Grover Beach 39 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 40 Lucia Lopez is a skilled GIS analyst with over five
years of experience in the field. Her expertise lies in data analysis, desktop and cloud applications, and local government solutions. She is highly proficient in applying data engineering methods to develop innovative spatial solutions, and her strong knowledge of GIS technology allows her to provide practical solutions aligned with her clients' business needs. Lucia is well-versed in the Esri ArcGIS platform, as well as open source GIS applications, which she utilizes to provide comprehensive solutions to complex spatial problems.

Her deep understanding of GIS technology allows her tdesign and implement cutting-edge tools and techniques to support her clients' operations.

Lucia is passionate about GIS technology and uses her expertise To help organizations leverage spatial data to achieve their goals.

Sewer Master Plan GIS Database Build – City of Cerritos – Cerritos, CA:

EXPERIENCE
With Psomas for 1
years; with other firms
for 1 year

LUCIA LOPEZ, MS
GIS Analyst – Psomas
Psomas | Asset Management Services – City of Grover Beach 40 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 41 Hydraulic Modeling GIS Data Conversion – North Tahoe Public Utility District – Tahoe Vista, CA: Lucia was the lead GIS Analyst performing CAD tGIS conversion work in a format compatible with Innovyze's InfoWater hydraulic modeling software. She was able to overcome several gaps in the CAD data and used her problem solving skills and attention to detail tfill those gaps. In addition, she was able tassign sub-foot accurate elevation data teach node in the new water GIS network for both the Fulton and Agate private water utilities to aid in NTPUD's determination on whether to acquire these private utilities or not.

LUCIA LOPEZ
(continued)
Psomas | Asset Management Services – City of Grover Beach 41 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 42 As a seasoned Senior Project Manager at OpenGov,
Kelsey excels in orchestrating multifaceted deployments for numerous clients, meticulously setting scopes,
timelines, and deliverables to ensure successful outcomes.

EDUCATION
Bachelor of Professional
Studies in Business
Management

KELSEY OLTZ, PMP
Senior Project Manager – OpenGov
Psomas | Asset Management Services – City of Grover Beach 42 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 43 Cameron has four years of experience supporting
and implementing asset/operations management
software – starting as a Technical Support Specialist with Cartegraph for two years and spending the past two years as an Implementation Support Specialist.

COMPETENCIES
f Integrations
f Training
f Configurations

EDUCATION
Clarke University
- Bachelor of Arts,
Computer Information
System

CAMERON TIERNAN
Implementation Consultant – OpenGov
Psomas | Asset Management Services – City of Grover Beach 43 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 44 Prior to joining Cartegraph’s team, Emily worked in
local government implementing Cartegraph Asset
Management for the Town of Marana, AZ. During her time
with the Town, she implemented Cartegraph Asset Management within Public Works, Water, Wastewater and Parks & Recreation. Emily has a strong grasp on software implementation, asset management, GIS, and is deeply committed to utilizing those platforms to further organizational goals and standards. Emily is accustomed to taking on large projects and responsibilities while cultivating dynamic leadership, integrity, and solid performance.

EDUCATION
Northern Arizona
University - Bachelor
of Arts, Comparative
Cultural Studies

CERTIFICATIONS
Cartegraph Admin
Certification

EMILY PARKER
Associate Manager, Implementation Analyst – OpenGov
Psomas | Asset Management Services – City of Grover Beach 44 Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 1650 Spruce Street,
Suite 400
Riverside, CA 92507
951.787.8421
www.Psomas.com
Docusign Envelope ID: AC594920-25BA-4C0F-A595-E1BB45626788 City of Grover Beach, CA – 07/01/2024

Page 2 of 18 ends

Grover Beach City CouncilJuly 22, 2024

Grover Beach City Council
July 22, 2024