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California Presence
1898 & Co., part of Burns & McDonnell, is proud to have a strong and growing presence in California. With 321 employee-owners in our California regional offices we bring local knowledge, responsiveness, and a deep commitment to the communities we serve. Burns & McDonnell has consistently been recognized as one of the Best Places to Work in California, reflecting the strength and stability of our local teams.
We understand the unique operational challenges and opportunities facing electric utilities in this region, and we are actively engaged with clients across California on projects involving grid modernization, advanced GIS solutions, and Utility Network implementations.
As part of a global organization of more than 15,000 professionals in more than 75 offices globally, shown in Figure 1, we have access to a wide range of engineering, technology, and consulting disciplines. This depth of resources enables us to respond quickly and effectively to complex challenges while delivering integrated, forward-thinking solutions for City of Roseville.
Figure 1. 1898 & Co. and Burns & McDonnell have more than 75 offices worldwide, bringing City of Roseville a wide network of seasoned experts with extensive Esri design service experience.
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What We Do
With more than 100 technology professionals
across the country, many of them specializing in
the usage, planning, implementation, and
extension of Geographic Information Systems
(GIS), 1898 & Co. has the people and tools
necessary to meet your GIS services, GIS
modernization, GIS application (desktop, mobile,
web) development, geodatabase design and
maintenance needs.
We have been an Esri business partner for 24
years, and over the last five years, we have
actively participated in the Business Partner
Advantage Program. In addition to our gold tier
status in the Esri Partner Network and our engagement in the Business Partner Advantage Program, our staff members actively engage with Esri related to existing technology, as well as participating in activities such as beta testing and holistic testing to help guide and mold the future of the GIS tools. 1898 & Co. staff members are certified at the highest levels in Esri Enterprise System Administration and Enterprise System Design. Esri has recognized our experience with cloud, indoor, and utility GIS by awarding us with ArcGIS Online, System Ready, ArcGIS Indoors, and ArcGIS Utility Network specialty business partner designations.
In addition to our Esri experience, 1898 & Co. is also a certified Schneider Electric EcoExpert partner. This certification affirms our specialized ability to implement, configure, and support the Schneider ArcFM XI platform, including ArcFM Editor XI. Our team is well-versed in aligning the ArcFM XI suite with Utility Network schema, rules, and workflows to deliver scalable, enterprise-ready electric design and editing solutions.
Our dual fluency in Esri and Schneider Electric platforms enables us to offer an unmatched level of integration and support for electric utilities seeking to modernize their GIS infrastructure while maintaining operational continuity and advancing toward grid modernization goals.
1. Utility Network Model Advisory
2. Enterprise GIS System Design,
Administration, and Implementation
3. Geospatial Data Curation and Data
Enrichment
4. Spatial Analytics
5. GIS Roadmaps and Assessments
6. Training and Organizational Change
Management Support
7. Field Data Collection & Reporting
Learn more here!
GEOSPATIAL SERVICES WE PROVIDE
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1898 & Co. brings deep experience in delivering successful Esri Utility Network (UN) deployments, with a strong focus on electric utilities. As of the end of 2025, we have led 14 UN design projects, 12 UN full migrations, and have additional measurable UN experience. Our approach combines strategic system architecture design, robust data readiness planning, and phased implementation to minimize risk and disruption. We also specialize in integration analysis, driving seamless connectivity with edge systems and maintaining or improving service levels throughout the transition. Our proven track record reflects a comprehensive understanding of utility operations and the technical demands of UN modernization.
Our relevant project experience, transition experience, and integration experience is summarized in Figure 2 below.
Figure 2. 1898 & Co. offers a depth of relevant project, transition, and integration experience to guide City of Roseville through UN Design.
Relevant Technology Partnership Programs
To deliver maximum value to City of Roseville, our firm brings a robust network of commercial partnerships and industry certifications that enhance our ability to implement leading technology solutions. These partnerships not only reflect our technical depth but also enable us to deliver more efficient, scalable, and future-ready outcomes.
In addition to our Esri Gold Partnership, we maintain key relationships with other technology providers that will directly support the success of the Utility Network Migration project. These programs grant us early access to product updates, dedicated technical support, and advanced training, all of which we will leverage to help City of Roseville achieve its business and operational goals. Below are several of our most relevant partnerships and certifications that will contribute to the success of this engagement.
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Schneider EcoXpert Certified Partner
1898 & Co. has earned Schneider Electric’s Smart Grid EcoXpert certification, recognizing its advanced technical capabilities with the EcoStruxure ArcFM Solution XI Series on Esri’s ArcGIS Utility Network platform. This certification reinforces our experience supporting utility grid modernization by integrating siloed workflows, improving efficiency, and enhancing data sharing.
As a certified EcoXpert in the Geographic Information Systems path, 1898 & Co. demonstrates excellence in implementing next-generation ArcFM solutions. The firm maintains strong partnerships with Schneider Electric and Esri, helping utilities adopt modern network management technologies and extend the value of GIS across their organizations.
IBM Business Partner Program
1898 & Co. is part of the IBM Business Partner Program with cross industry capabilities.
This Partner program provides us the ability to partner with the best technical, business and marketing consultants to deliver successful IBM solutions, including IBM’s Enterprise Asset Management (Maximo) software platform, as well as reduced priced training and educational opportunities, access to demo/evaluation software, and remote technical support from IBM. Our IBM Business Partner status has allowed 1898 & Co. to be a trusted advisor, consultant, and system integrator for Maximo upgrades.
FME by Safe Software Partner Program
The FME by Safe Software Partner Program has enhanced our ability to provide solutions for 3D/4D web maps, CAD-GIS, Geomatics, real-time construction/environmental monitoring using FME, FME Server, and data translation & integration ETL best practices. Additionally, this agreement allows 1898 & Co. to purchase and resell FME licenses. This software platform connects applications and transforms data using repeatable workflows that seamlessly connect to spatial and GIS data.
Microsoft Azure Partner Program
The Microsoft Partner Program provides our team with the latest technology, training and certifications required to design and implement solutions using Microsoft Technology and Azure Cloud. 1898 & Co. provides tools, training, and resources to help deliver high-quality products to clients using best practices, tools, and technology. Our long-standing Microsoft relationship enables us to leverage Azure to deploy flexible lasting solutions and to include Microsoft solutioning discussions.
Prosci Change Management Certified
Prosci’s Change Management Certification Program gives you the tools, know-how and support you need to drive successful change going forward. The Prosci method (supported by world-class research and development) is used by utilities, water companies, and companies across all other major sectors. We have adapted Prosci over the course of numerous projects and incorporated aspects of other well-known change
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management methodologies to supplement and tailor our approach for utility clients.
Our firm has a Certified Change Practitioner Community of Practice, comprised of over 100 Prosci-certified change management team members. Our commitment to change management is exemplified by the investment and focus reflected by 1898 & Co.
Sub-contractor Plan and Project Delivery Responsibility As one of a limited number of firms in North America that have gained GIS certification as part of Schneider’s EcoXpert program, 1898 & Co. will engage Schneider Electric as a subconsultant for this project to support specific aspects of the ArcFM XI solution that are best delivered by the product owner.
Schneider Electric is the developer and steward of the ArcFM product suite and is widely recognized as the industry leader in electric utility GIS design, editing, and workflow solutions built on Esri’s ArcGIS platform.
Schneider Electric’s ArcFM solution has been used by electric utilities for decades to support critical design, editing, and data management workflows. ArcFM XI represents the current generation of this platform, purpose-built to operate with Esri’s Utility Network and ArcGIS Pro, and to support modern utility GIS requirements such as rules-based editing, session management, and scalable enterprise deployments.
Schneider Electric’s continued investment in ArcFM confirms alignment with Esri’s Utility Network roadmap and evolving utility operational needs.
As part of this engagement, Schneider Electric will provide targeted, product-specific support related to ArcFM XI, leveraging their direct knowledge of the software architecture, configuration options, and supported workflows. Their participation strengthens our overall delivery by providing authoritative guidance on ArcFM capabilities and supported configurations, while allowing 1898 & Co. to focus on overall project delivery, data migration, Utility Network design, integration coordination, testing, training, and project management.
The division of responsibilities for this project are as follows:
1898 & Co. Responsibilities:
1898 & Co. will serve as the prime consultant and will retain full responsibility for overall project management, delivery coordination, scope management, schedule, quality control, and communication with the City of Roseville. 1898 & Co. will lead the Utility Network data readiness assessment, data model design, migration execution, testing coordination, documentation, training, integration touchpoint coordination, cutover support, and hypercare.
Schneider Electric Responsibilities:
Schneider Electric will provide ArcFM XI product experience, including participation in ArcFM-related workshops, guidance on supported ArcFM XI configurations and workflows, and product-level knowledge transfer to support successful implementation within the City of Roseville’s ArcGIS Utility Network environment. Schneider Electric’s role is focused on ArcFM XI enablement and does not include ownership of overall project delivery or integration implementation.
The use of Schneider Electric as a subconsultant enhances solution quality and reduces implementation risk by confirming that ArcFM XI is applied in a manner consistent with vendor-supported practices, while maintaining a single point of accountability through 1898 & Co.
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Firm’s Organizational Chart
Below is the Burns & McDonnell Western Enterprises Inc. organizational structure, including constituent parts.
Staffing Levels
The table below provides the staffing levels for the past five (5) years for the Burns & McDonnell family of companies.
Year Number of Staff
2025 15,629
2024 14,576
2023 13,867
2022 12,703
2021 10,805
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Tab B: Experience and References
1898 & Co. has a deep understanding of the benefits of the Utility Network for electric utilities through our long-time partnership with Esri. As part of Burns & McDonnell, we work closely with all industry-focused departments, including Power and T&D, where Engineering New-Record recognizes us as #1 in Power and #1 in Transmission and Distribution.
By combining our electric utility background with our broad enterprise technology experience working for some of the industry's most important vendors (including former employees of Esri), we bring an unmatched set of end-to-end electric and Esri technology capabilities to this project. In this section, we feature nine total relevant projects. We provide reference information for three projects of similar size and scope to the City of Roseville GIS Data Migration project and an additional three projects to showcase our team’s extensive experience designing and implementing GIS data migration projects. Key data points showing project size and scope for our top 10 projects are summarized in Table 1.
No. Project Esri UN
Migration Similar Scope/Size Timeline CustomerCount
1 FirstEnergy Yes Full UN Migration &
TAMI Redesign
Jan 2025 -
Current 6 million
3 Denton Municipal Electric Yes
Full UN Migration,
EAM, OMS/ADMS
Planning
Multi-year
(five-year
roadmap
started)
64,000
4 Confidential Large
Manufacturing Client Yes Full UN Migration
(7 Utilities Migrated)
Completed
2023 100,000
5 Gainesville Regional Utilities Yes Full UN Migration Aug 2019 – Sept 2020 93,000
6 Greenville Utilities Commission Initialization UN Implementation Initialization
Aug 2025 -
Ongoing 175,000
6 American Transmission Company Assessment UN Assessment Nov 2023 – Dec 2023 5 million
7 Evergy Yes
Full UN Migration and
Implementation
Initialization
Apr 2025 -
Ongoing 1.7 million
8 Hoosier Energy Assessment UN Assessment Oct 2022 –
Feb 2023 760,000
2 Fairfax Water Yes Full UN Migration Aug 2023 -
Dec 2024 2 million
9 KC Water Yes Pilot and Full UN
Migration
Apr 2021 –
June 2022;
Feb 2025 -
Ongoing
172,000
10 Confidential Northern California
National Laboratory Integration GIS and DataSplice Integration Aug 2024 –
Jan 2025 Confidential
Table 1. 1898 & Co. has designed and implemented GIS data migration projects for a number of clients, and brings that experience to City of Roseville’s GIS Data Migration project.
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Reference Project 1. Utility Network Implementation and Transmission Asset Mapping Interface (TAMI) Modernization FirstEnergy
Project Overview
1898 & Co. is currently leading a nearly two-year initiative for FirstEnergy, a Fortune 500 electric utility, to modernize its Electric Transmission GIS environment through the implementation of the Esri ArcGIS Utility Network and a full redesign of its Transmission Asset Mapping Interface (TAMI). This effort directly supports FirstEnergy’s Strategic Asset Management Program (SAMP) and plays a critical role in improving data quality, operational efficiency, and asset lifecycle management practices.
Scope of Work
The scope includes a full ArcGIS Utility Network implementation within a threetier ArcGIS Enterprise environment (development, testing, production) to support scalability, redundancy, and controlled deployment. The TAMI application, used by thousands at FirstEnergy, is being redesigned for improved usability, advanced visualization, and integration with systems like Cascade. The project also covers extensive data cleanup to meet Utility Network standards, full system deployment, customized training, and detailed documentation to support long-term sustainability and self-sufficiency.
Project Challenges
A key challenge of this project has been migrating large volumes of mission-critical transmission network data while maintaining continuous availability for operational users. TAMI’s widespread use by thousands of employees added complexity to the redesign, requiring a user-first approach to avoid disruptions.
Additionally, aligning the migration effort with SAMP requires tight coordination with enterprise systems and asset management processes, including integration with legacy applications and evolving data governance models.
Solutions Implemented
To address these challenges, 1898 & Co. deployed a three-tier ArcGIS Enterprise environment to support development, testing, and a safe production rollout. We used ArcGIS Data Reviewer and custom validation workflows to identify and fix data issues before migration. The TAMI interface was rebuilt using modern ArcGIS APIs to enhance usability and integration. We delivered targeted training to GIS editors, admins, and support staff to build internal capability. After deployment, we led an eight-week stabilization period to resolve issues and transition the system to FirstEnergy’s internal team.
Outcomes and Impact
The implementation will result in a fully operational ArcGIS Utility Network designed to support FirstEnergy’s transmission GIS needs, enabling improved modeling, tracing, and asset connectivity. The reimagined TAMI interface is significantly enhancing system usability and staff efficiency, benefiting thousands of users across departments. The utility is now benefiting from more consistent, accurate GIS data and stronger alignment with asset management strategies under SAMP. With comprehensive documentation and targeted knowledge transfer, FirstEnergy’s GIS team is becoming well-positioned to manage and expand the new platform independently.
REFERENCE CONTACT
Justin Bragwell
Manager of Transmission and
Distribution Products
330-472-3384
[email protected]
SERVICES PROVIDED
• UN Migration &
Implementation
• User Training
• Database Design
• Asset Management
Similar in scope
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Reference Project 2. Grid Modernization, Utility Network Model Implementation, and Business Case
Denton Municipal Electric
Project Overview
1898 & Co. is partnering with Denton Municipal Electric (DME) on a large grid modernization initiative aimed at positioning DME as Texas’ leading customercentric utility. This multi-year transformation emphasizes sustainability, reliability, and operational competitiveness, and involves extensive process and technology advancements across the organization. At the heart of this initiative is a strategic move to modernize DME’s GIS through the migration to the Esri ArcGIS Utility Network.
Scope of Work
The work began with the development of a 20-year business case and a fiveyear implementation roadmap, organized into three major phases across several workstreams. These include Utility Network migration and data model validation, EAM and mobile system rollout, network model development, and planning for OMS, ADMS, DERMS, and field automation technologies such as DER, CVR/VVO, and FLISR. 1898 & Co. is supporting the client in an Owner's Engineer role, guiding the migration of DME’s distribution, transmission, and substation GIS data into the ArcGIS Utility Network and Schneider Electric’s ArcFM XI software suite. The project includes data quality assessments, schema mapping, system architecture design, ArcFM XI configuration, and user training. Our team also provides governance, change management, and coordination across workstreams.
Project Challenges
The project involves a broad range of technical and organizational shifts. Key challenges include unifying GIS across multiple voltage levels and legacy systems, preparing data for Utility Network compliance, and coordinating a large, phased rollout across multiple departments. DME is also preparing for system-level changes that include future OMS and ADMS deployment—requiring significant planning and cross-team alignment throughout the process.
Solutions Implemented
1898 & Co. established a phased implementation model that breaks down the program into manageable workstreams, each linked to a specific objective and technical scope. The Utility Network migration is supported by rigorous data validation, a newly designed enterprise architecture, and detailed schema mapping aligned with Esri’s model. ArcFM XI is being deployed with custom configurations tailored to DME’s workflows. Training and change management are delivered as part of each phase to help DME staff adopt and operate the new systems effectively.
Outcomes and Impact
The GIS migration marks the first major milestone in DME’s broader IT/OT modernization strategy, enabling future integration with ADMS, OMS, and IBM Maximo to support connected grid operations and streamlined asset management. It also improves data quality and creates a flexible GIS framework for future planning, operations, and customer service initiatives. Alongside the Utility Network implementation, 1898 & Co. is supporting DME in selecting and deploying new ADMS and OMS systems, enabling alignment across this multi-year modernization effort.
REFERENCE CONTACT
Jerry Looper
Systems Operations Manager
940-349-7676
[email protected]
SERVICES PROVIDED
• Business Case
• UN Migration &
Implementation
• Change Management
• User Training
• System Architecture
• Database Design
• ADMS/OMS Selection &
Implementation
• Asset Management
Similar in size and scope
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Reference Project 3. Utility Network Initialization and Implementation (in progress)
Evergy
Project Overview
Evergy selected 1898 & Co. to execute its Utility Network Initialization Phase for its distribution, transmission, substation and fiber network and assets.
Evergy is interested in migrating its current Esri ArcGIS 10.6.1 GIS along with Schneider Electric ArcFM 10.6.1 system into the Utility Network. The network model and data from the GIS platform provide input into numerous operational support systems and serves many important business processes. The current state of Evergy’s GIS is a product of consolidation of subsidiaries, application updates, customizations and configurations, field updates and integrations built over a number of years.
Scope of Work
1898 & Co. will guide Evergy through a familiarization stage where both core GIS and IT stakeholders and the wider user base will receive education on the change and opportunities the Utility Network can bring to their organization.
High-level presentations, technical workshops, and business-focused workshops will be conducted. Following these efforts and a collaborative project plan development, the project will move into a discovery phase. This phase will endeavor to bring 1898 & Co. up to speed on Evergy’s current state through data requests and collaborative evaluation of existing systems and business processes. We will also gather initial future state expectations from the project team and Evergy stakeholders. Discovery will transition into requirements gathering where focus will be given to both the numerous Evergy stakeholder groups, as well as the approximately 10 integration teams currently in use. An Enterprise Requirements Traceability Matrix and Key Business Decisions will be documented and used to guide an Integration Assessment, Finalized Requirements Report, Hardware & Software Recommendations, and an Initial UN implementation project plan. Extensive data readiness, data remediation, and data modeling will occur throughout the project life cycle, setting up Evergy to roll into the pilot and implementation phase following this engagement.
Project Challenges
Evergy is a very large utility that has operated though decades of consolidation, operations, and customizations of their GIS system. There will be intense focus on incorporating input and desires from a number of internal and external integration stakeholders. Education and change management services will be a common theme throughout the engagement to put Evergy in the best possible place for the implementation phase of the Utility Network migration.
Solutions Implemented
Future state activities to be executed will provide Evergy with a comprehensive Readiness Report, Future State Architecture Design, RICEFW list of artifacts, Organizational Readiness Report, and a UN Project Implementation Plan to execute the pilot and migration & implementation phase.
Outcomes and Impact
1898 & Co. completed the Initialization project successfully, helping Evergy leadership to secure funding for Phase 2, UN Implementation. Furthermore, 1898 & Co. was chosen to lead Evergy’s Phase 2 UN Implementation project which will run from 2026-2028.
REFERENCE CONTACT
Scott Schlageck
Manager – GIS Services
(785) 532-8505
[email protected]
SERVICES PROVIDED
• GIS Current State
• Stakeholder Engagement
• Future State Model &
Strategy
• UN Roadmap
• Integrations Assessments
and Requirements
• Data Remediation
• Budget Planning
• Change Management
Similar in scope
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Experience Integrating Esri Utility Network with Similar Systems to those Used by City of Roseville
1898 & Co. has extensive experience integrating the Esri Utility Network with a wide range of systems similar to those used by City of Roseville, including OMS, SCADA/ADMS, AMI, engineering analysis tools, asset management platforms, and CIS solutions. In this section, we describe specific projects where we have supported similar integrations, demonstrating our ability to connect the Utility Network with critical enterprise systems to drive real-time visibility, data consistency, and operational efficiency.
OMS
1898 & Co. has direct experience integrating with Outage Management Systems used by many electric utilities. For Denton Municipal Electric (DME), the project team supported both the Utility Network migration and the selection and implementation of new ADMS and OMS systems. This included aligning OMS outage tracing and restoration workflows with the Utility Network’s subnetwork and connectivity model, allowing DME to benefit from improved outage visualization and customer impact tracking. The integration plan accounted for changes in network model structure, data availability, and tracing logic to support outage cause identification and restoration dispatching. Matt Seidl, in a former role at Black Hills Energy, has direct experience building an OMS interface between GE Smallworld, Oracle Spatial, and OSI eMap as well as experience working with GE PowerOn’s circuit manager. Matt also worked with GE and the Black Hills IT team to make the business case for purchasing GE’s GIS Data Adapter that leverages CIM, for a productized ADMS interface.
Engineering Analysis Tools
For electric cooperatives and municipalities, 1898 & Co. has supported the integration of Utility Network data with Synergi and similar engineering analysis tools. These integrations involve structuring the Utility Network to accurately reflect conductor phasing, impedance, protective devices, and other electrical characteristics required for system modeling. The team’s work with Evergy and a confidential client included schema design, data translation pipelines, and custom ETL workflows to export Utility Network datasets into analysis environments. Integration allows for accurate topological representation for load flow analysis, fault isolation studies, and contingency planning.
Asset Management Platforms
1898 & Co. has extensive experience integrating Utility Network data with IBM Maximo. At Evergy, the team configured the Utility Network model to facilitate the interaction between the UN and Maximo to support inspection scheduling, work order generation, and asset management. Similarly, at Fairfax Water, integration workflows were developed using Python ETL scripts to synchronize asset IDs and lifecycle states between the Utility Network geodatabase and asset systems, while maintaining inspection history and work order traceability. These integrations are essential to support mobile work execution, field updates, and long-term capital planning.
“My GIS leadership experience
integrating GIS with OMS, AMI,
Engineering Analysis, CIS, and mobile
maps will help the City of Roseville
successfully navigate their transition
to the Utility Network without missing
any critical steps on their journey.”
- Matt Seidl, System Integration
Consultant, 1898 &Co.
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CIS Solutions
Integrating Utility Network data with Customer Information Systems enables utilities to visualize customer impacts from outages, improve service connection tracking, and support billing zone validation. At California Water Services, 1898 & Co. configured FME-based integration between Oracle CC&B and ArcGIS Utility Network, allowing real-time updates to customer account locations, service tap records, and outage notification boundaries. These integrations also supported API-based access to spatial data for customer service representatives, enhancing customer response during service interruptions.
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Tab C: Qualifications of Team
Our key personnel have decades of experience helping utilities set up and manage geospatial data and systems. They have executed large and complex GIS projects and delivered them on time and on budget while adhering to the standards and procedures outlined by clients across a variety of critical infrastructure sectors. Full resumes for the key personnel can be found in Appendix A.
Staffing Approach
1898 & Co. brings City of Roseville a highly qualified team with deep utility GIS project delivery experience, supported by a structured and scalable staffing approach. With 167 years of combined relevant experience, our proposed team blends technical depth, practical implementation history, and strong working knowledge of both legacy systems and modern Esri Utility Network architecture. More than a vendor, we act as a committed partner, working side by side with your team to drive outcomes, build internal capability, and support long-term success.
Our approach begins by assigning a core team with direct experience in Schneider’s ArcFM XI Suite and Utility Network migration projects, enabling a fast start and reducing onboarding time. This team is further supported by specialized resources, including certified GIS professionals, Schneider EcoExpert Certifications and Esri Utility Network Specialty certifications, providing targeted knowledge when and where it’s needed throughout the project lifecycle. 1898 & Co. employs 12% of all ArcGIS Utility Network Specialty-certified professionals in the U.S. as reported by Esri, and we have included two of these individuals directly on City of Roseville’s project team.
We use a structured staffing model with clear roles, dedicated leadership, and scalable support aligned to project needs. Our team works alongside City of Roseville to transfer knowledge, build internal capability, and align on expectations—supported by clear communication and escalation paths to keep the project moving forward. Our company also provides a local Colorado presence, enabling in-person collaboration and efficient coordination with City of Roseville’s internal teams. Our delivery model is designed to be agile, responsive, and aligned to your organizational goals, balancing quality, speed, and long-term sustainability.
Organizational Chart
Our proposed team will be led by Drew Haney, who will provide a collaborative and innovative project execution methodology for City of Roseville. Drew will manage the 1898 & Co. team to meet the City of Roseville’s project needs. Our team consists of technology and GIS professionals with varied qualifications, including Utility Network Certifications, Schneider EcoXpert certifications, and long-term experience with ArcFM. Our proposed organizational chart is shown on the following page.
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Drew Haney, GISP
Project Manager | San Diego, CA | 28 years of experience | 17 years with firm Drew is a Senior Geographic Information Systems specialist with 25 years' experience in geographic information systems and data analysis. Drew has served in many geospatial positions, from his involvement in the geographic programs of Census 2000, to his consultation of Fortune 500 companies and his performance analysis for a large automobile sales force. Since joining 1898 & Co. he has spent the vast majority of his time consulting and managing electric utility GIS projects. His recent responsibilities include managing the geospatial transmission scheduling display for a large California electric utility, GIS fiber feasibility analysis for a California Water District, technical project management, database and customer support using Geographic Information System (GIS) software, automation and data integration.
Ben Stafford, GISP
QA/QC | Kansas City, MO | 18 years of experience | 18 years with firm Ben has 18 years of experience as Project Manager and Senior Geospatial Consultant specializing in projects related to Utility Network, geospatial database design & integrations, Cityworks/AMS configurations & implementations, design & construction program management, siting studies, and roadmapping. Ben is responsible for defining Spatial Platform Modernization offerings, growing and managing the technical teams responsible for successful delivery, and developing technical requirements for the service offerings. He is responsible for project management tasks including scoping, budgeting, scheduling, client communications, invoicing, and project delivery. Ben has recent experience managing complex geospatial model development and implementation for utilities. He has extensively performed data collection, conversion, management and deployment of web and mobile GIS systems. He has performed tasks related to digitizing, spatial analysis, and 3D analysis.
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Matt Seidl, P.E.
Process and Requirements Lead | Rapid City, SD | 25 years of experience | 1 year with firm
Matt is a utility industry and engineering professional with over 20 years of experience leading change and modernizing utility technologies and processes. Matt served for 17 years at a combined electric and gas utility operator, managing the GIS department, leading a team of 49 employees supporting GIS, field service, and work management processes and technologies. Matt’s GIS team was recognized by AGA as a best practice in 2023. Matt has enjoyed leading teams for the past 17 years and has developed a great track record of providing vision and leadership as an implementer of enterprise processes and technology solutions. His broad career experience includes leading both business and IT applications teams, building the Utility of the Future vision and strategy, managing the geographic information systems department, managing enterprise projects, selecting solutions, creating business cases, and marketing projects internally. Matt is excited to leverage the latest technologies and data to help employees have the right information at the right time to make great decisions.
Cristin Holmgren, UN Specialty & EcoXpert Certification Utility Network Lead | Kansas City, MO | 24 years of experience | 5 years with firm
Cristin Holmgren is a GIS professional well versed in spatial analysis, linear referencing, modeling, database design & database configuration. Ms. Holmgren started her GIS career in the Oil and Gas industry where she was responsible for designing geospatial databases and implementing GIS solutions for several of the largest pipeline industry companies. She has expanded her geospatial experience to include the energy, telecom, wastewater and water industries. Ms. Holmgren’s can analyze, organize, and process internal and external client data and has worked in renewable energy, electric transmission, water, wastewater/stormwater, electric reconductoring, site/route selection, database design, fiber design & management, and 3D analysis projects. She has knowledge of Esri’s Enterprise environment and the administration of the ArcGIS Online environment as well as experience in the implementation of Esri’s Utility Network Solution. She is also Esri Utility Network and Schneider EcoXpert Certified.
Darris Friend, GISP, UN Specialty
Solutions Architect | Kansas City, MO | 26 years of experience | 2 years with firm Darris is a senior GIS specialist with 25 years of experience using, supporting and administering Esri’s ArcGIS Enterprise platform for the fifth largest municipal utility in Florida. Darris has managed an annual software budget of $450K and has been the project leader for multi-year GIS initiatives valued at $1.2 million. He’s been recognized by Esri as an Electric GIS Hero in 2021 and is a member of Panasonic Utility & Energy Advisory Council. He has presented on Utility GIS related topics at TC Technology PAG, Esri GeoConX, SSP Innovations Illuminate, FMEA 2022 Hurricane Preparedness, Cityworks Innovate 2022, Esri User Conference 2023, Spatial Business Systems' PUG 2023 and the Central Florida GIS Workshop 2023. Darris harbors the ability to communicate and present complex information to technical and nonPage 1243 of 3079 City of Roseville | 2026
PAGE 20
technical audiences with experience presenting to City Commissioners, Utility Advisory Board, Executives, Managers, technical staff, End Users and at GIS conferences.
Eva Shafman
Data Lead | San Diego, CA | 3 years of experience | 3 years with firm Eva is a Lead Geospatial Information System (GIS) Analyst with 1898 & Co. located in San Diego, California. She has provided GIS Data Solutions to San Diego Gas & Electric, Hawaiian Electric, Arizona Public Services, Public Services of New Mexico, Evergy, Duke Energy, Southern California Gas, and Denver International Airport utilizing her ArcGIS Pro and ArcGIS Online experience. She has utilized Feature Manipulation Engine (FME) to automate data processes and conduct spatial analysis. Eva has also worked with clients to set up field applications in ArcGIS Collector and Field Maps.
Chad Pinarija
Regional Engagement Lead | Orange County, CA | 13 years of experience | 5 years with firm
Chad is the Technology Consulting Director at 1898 & Co. for the California region and will serve as the client engagement lead for this project. His responsibilities include maintaining client relations, account management, and advising on client engagements. As the Client Engagement Director, Chad will work with the Project Manager and City of Roseville leadership throughout the duration of the contract to drive client success in all aspects of the engagement. He received his degree in Managerial Economics from the University of California, Davis and brings a wealth of knowledge serving California utility clients.
Brian Hiller, MBA, PCCM, UN Specialty
Senior Managing Director | Kansas City, MO | 20 years of experience | 12 years with firm
Brian is the national Managing Director of Geospatial Technologies in 1898 & Co. He holds multiple technical certifications with Esri’s ArcGIS Platform including the ArcGIS Utility Network certification and Enterprise System Design and Enterprise System Administration. Brian has experience managing and working on a range of IT/GIS projects. Brian is heavily involved in the implementation of GIS technology across water / wastewater and electric utilities. Brian is a Prosci Certified Change Management Practitioner and works with organizations to help them realize a greater Return On their Investment in technology solutions. Prior to joining 1898 & Co., Brian worked for Esri; the global leader in enterprise GIS software helping organizations leverage the ArcGIS platform.
Schneider Electric
Schneider Electric is the developer of the ArcFM GIS product suite and will serve as the ArcFM XI product support subconsultant for this project. Schneider Electric will provide product-level guidance on supported ArcFM XI configurations, workflows, and implementation considerations aligned with the Esri Utility Network. All ArcFM-related activities will be coordinated through 1898 & Co.
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Tab D: Project Understanding
City of Roseville’s transition from an Esri geometric network to the Esri Utility Network (UN) and the Schneider ArcFM XI series represents a critical step toward modernizing its electric distribution GIS and enabling enterprise-wide integration, analysis, and scalability. 1898 & Co., a part of Burns & McDonnell, is uniquely positioned to guide City of Roseville through this transformation with the strategic insight, technical depth, and utility experience required for long-term success.
As a consulting and solutions firm built by utility engineers and GIS professionals, 1898 & Co. brings a rare blend of deep domain experience and technology leadership. We have successfully delivered Esri Utility Network projects for municipalities, electric cooperatives, and investor-owned utilities across the country, translating complex technical shifts into operational advantages.
We also have hands-on experience with many of the systems in use at City of Roseville, including ArcFM Editor XI, Synergi OS, Maximo (DataSplice), and CIS, positioning us to support seamless integration and interoperability across your enterprise environment.
Why 1898 & Co. is the Right Partner for City of Roseville Utility Native, Not Just Integration Experts: We deliver end-to-end integrations across IOUs, public power, and municipal utilities, bridging technical and operational workflows with a clear focus on minimizing business and customer impact.
Depth Across Systems, Not Silos: Few firms match our cross-system depth spanning Esri, Schneider Electric and IBM Maximo which allows us to identify edge cases and connect data logic across IT and OT.
Field-to-Enterprise Understanding: We understand how integrations impact daily performance across outage response, planning, and asset health.
Collaborative Execution Model: City of Roseville seeks a partner, not just a vendor. Our approach emphasizes effective communication strategies, joint planning, knowledge sharing, and full team alignment. We demonstrate this partnership mindset through shared planning, documented decision points, transparent risk management, and clear delineation of responsibilities, allowing City staff to maintain control and confidence throughout the project. 1898 & Co.
is a partner, not
just a vendor.
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Our Understanding of Your Objectives
1898 & Co. recognizes that City of Roseville is undertaking a significant and strategic transformation of its electric distribution GIS by migrating from the existing Geometric Network model to the Esri Utility Network and ArcFM Editor XI. We recognize the limitations of the legacy system, including performance constraints, integration challenges, and the approaching end of ArcGIS Desktop support, and we will lead this transition to a more scalable, modern, and interoperable GIS platform.
We understand that this transition must occur while City of Roseville continues to support daily outage response, engineering design, asset maintenance, and customer service activities that depend on GIS accuracy and availability. The City of Roseville’s electric GIS is deeply embedded in downstream systems and established workflows, which means this migration must be carefully sequenced, well governed, and validated to avoid operational disruption.
Based on our understanding of the City of Roseville GIS environment and our experience with similar municipal electric utilities, success for this project requires balancing technical rigor with operational continuity and staff adoption.
Our general approach follows a disciplined, phased delivery model that emphasizes early risk identification, City validated decision points, iterative testing, and controlled progression to production. This approach is designed to reduce uncertainty, protect operational continuity, and provide City of Roseville with clear visibility into progress, risks, and upcoming decisions throughout the migration.
Our approach is designed to:
• Migrate City of Roseville’s electric GIS data into the Utility Network model • Preserve data integrity and accuracy through rigorous QA/QC and validation workflows • Implement key Utility Network capabilities including subnetworks, tracing, and associations tailored to your operational requirements
• Implement ArcFM Editor XI, GDBM XI
• Equip City of Roseville staff with the tools, training, and documentation needed to confidently manage and evolve the Utility Network in-house
• Deliver a fully documented, production-ready Utility Network that meets both current needs and future scalability goals
These objectives are designed to support not only a successful migration, but a system that Roseville staff can confidently operate, maintain, and evolve after project closeout.
By combining deep utility GIS delivery experience with a structured, client-focused methodology, 1898 & Co. is committed to helping City of Roseville modernize its electric distribution GIS and maximize long-term value from the Esri Utility Network and ArcFM XI.
As illustrated in Figure 3 below, we understand that the GIS geodatabase functions as an authoritative hub for multiple operational and planning systems, which reinforces the need for accuracy, stability, and disciplined change management throughout the utility network data migration.
Did you know?
Utility Network migrations
are a core offering of the
1898 & Co. team, and we
regularly customize them for
municipal electric utilities
like City of Roseville. This is
what we do, and we do it
with focus, precision, and
results.
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This understanding directly reflects the scope, sequencing, and evaluation priorities outlined in the City of Roseville RFP for Utility Network Data Migration.
Potential Challenges and Special Considerations
Based on our experience with similar municipal Utility Network projects, we have identified several key challenges that require deliberate planning and focused execution to achieve the City of Roseville’s stated goals.
1. Data Quality and Readiness
Data readiness is one of the most significant risk factors in any Utility Network migration. Legacy geometric networks often contain accumulated issues related to geometry integrity, orphaned features, inconsistent attribution, and domain drift that do not prevent day to day operations today but can surface as blocking errors during Utility Network validation.
For City of Roseville, the scale of the electric system, the number of asset classes, and the presence of long-standing editing workflows increase the importance of identifying and prioritizing data issues early. A structured readiness assessment, paired with severity-based remediation guidance and City review checkpoints, is critical to maintaining schedule control and avoiding downstream rework.
Special consideration is required to distinguish between issues that must be resolved prior to migration and those that can be addressed post migration without impacting network functionality.
2. Licensing and Platform Alignment
The transition to ArcGIS Enterprise 11.1, ArcGIS Pro, Utility Network, and ArcFM XI introduces dependencies across Esri and Schneider Electric platforms. Aligning versions, permissions, and deployment sequencing is a common challenge, particularly when multiple environments are involved.
Figure 3. A modernized electric distribution GIS gives City of Roseville long-term value.
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We recognize that the City will provide required licensing and infrastructure. However, careful coordination is required to confirm compatibility, avoid configuration drift between environments, and support stable testing and production cutover. Early validation of platform readiness and clear delineation of responsibilities between the City, Esri, Schneider Electric, and third-party vendors is essential.
3. Third-Party Systems and Integration Touchpoints
City of Roseville’s GIS supports multiple enterprise systems, including outage management, engineering analysis, asset management, and customer systems. While third-party vendors will manage changes on their respective platforms, the Utility Network migration will alter schemas, connectivity models, and service endpoints that these systems rely upon.
A common challenge in Utility Network projects is underestimating the coordination effort required to align assumptions, testing timelines, and data dependencies across vendors. Special consideration is required to manage these touchpoints without expanding scope or introducing ownership ambiguity.
Successful projects treat integrations as coordinated validation efforts rather than parallel implementations, with defined roles, shared test scenarios, and clear escalation paths.
4. User Adoption and Change Management
This project is not simply a technology upgrade driven by platform obsolescence. It is an opportunity for City of Roseville to modernize how GIS supports engineering, operations, and data governance.
Utility Network introduces new concepts such as associations, subnetworks, dirty areas, and ArcGIS Pro based editing that change how users interact with GIS. Without deliberate attention to adoption, these changes can create friction even when the underlying system is technically sound.
Special consideration must be given to:
• Role based training tailored to editors, administrators, and power users • Clear documentation of revised workflows and editing practices • Adequate stabilization time following cutover to build user confidence • Change management plan
5. Testing Capacity and Resource Constraints
The City has identified limited internal testing resources, which is common for municipal utilities. This constraint requires a testing strategy that is efficient, well scoped, and supported by clear test cases and defect tracking processes.
A key challenge is balancing thorough validation with realistic demands on City staff. Consultant-led testing preparation, combined with City executed validation at defined milestones, supports quality outcomes without overburdening internal resources.
6. Schedule Discipline and Decision Management
Utility Network projects often encounter delays not due to technical complexity, but due to unresolved decisions related to data modeling, asset classification, or workflow expectations. Without structured decision management, these issues can accumulate and impact schedule and cost.
Special consideration must be given to documenting decisions, confirming City approvals at key milestones, and maintaining alignment across stakeholders throughout the project lifecycle.
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Project Management Approach
1898 & Co. understands that the City of Roseville’s Project Manager and GIS Manager require a project manager with a proven track record of successfully delivering GIS projects and providing clear, transparent communication throughout the engagement, which is a critical driver of project success.
As part of our commitment to delivering a successful GIS data migration project for City of Roseville, 1898 & Co. fully complies with all project management requirements outlined in the RFQ. We have assigned a dedicated Project Manager, Drew Haney, who is located in California and will serve as the primary point of contact throughout the engagement, maintaining clear and consistent communication with City of Roseville’s project manager and stakeholders. Our team will conduct weekly status meetings and provide ongoing progress reports to maintain transparency and alignment. We will proactively manage risks through the development and maintenance of a comprehensive Risk and Mitigation Plan, identifying potential issues early and outlining strategies to address them.
Additionally, we will implement a formal change management process that includes procedures for submitting, evaluating, approving, and documenting changes to the scope of work, so all adjustments are well-coordinated and traceable. Drew will work together with the City of Roseville to:
• Jointly define expectations
• Create detailed work plans
• Manage progress against plans
• Complete deliverables as efficiently and
effectively as possible
• Manage Deliverables quality
• Identify and mitigate project issues and risks
• Manage scope and schedule
• Achieve the expected business outcomes
within the allocated budget and schedule
Drew’s project management approach is based on the Project Management Institute’s (PMI) industry standard project management framework with a focus on an iterative approach. PMI’s project management lifecycle is a framework of processes and methodologies that can be deployed on an iterative, incremental process of managing a project. Key to this effort will be constant reassessment to verify all stakeholders are engaged and understand all that is taking place at a given time.
Project Management Expectations:
• Project plan and schedule
• Organize and attend regular project status meetings
• Develop meeting agenda and compile meeting notes
Drew Haney, GISP
PROJECT MANAGER
Drew comes with more than 25 years of experience making clients successful. His proven track record of managing utility projects, with clients like SDG&E and California Water, will be invaluable to making the Utility Network Migration a success.
His project management skills include scoping, budgeting, scheduling, client communications, invoicing, and project delivery.
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• Proactive and effective communications with City of Roseville project manager and stakeholders • Provide City of Roseville stakeholders with regular progress reports • Monitor scope/schedule/budget throughout the project
• Deliver the Work Plan for the initial set-up and ongoing delivery of services that addresses all tasks and proposed deliverables, and Change Management Plan to address and changes to SOW or project scope • Project Risk and Mitigation Plan that outlines project risks and mitigation strategies • Quality assurance/quality control (QA/QC) program for project deliverables Communication and Coordination Approach
Clear, consistent, and disciplined communication is essential to the success of a Utility Network migration, particularly when multiple City stakeholders, limited testing resources, and third-party vendors are involved. Our communication approach is designed to support transparency, timely decision-making, and predictable execution throughout the project lifecycle.
1898 & Co. will establish a structured communication framework at project initiation that defines meeting cadence, roles, decision points, and escalation paths. This framework is designed to keep City of Roseville leadership informed without overburdening staff, while maintaining alignment across technical and operational teams.
Key elements of our communication approach include:
Defined Meeting Cadence
We will facilitate recurring meetings aligned to project phase and need, including:
• Project kickoff and phase initiation meetings
• Weekly project status meetings focused on progress, risks, and upcoming decisions • Targeted workshops for data modeling, integrations, testing, and training • Ad hoc working sessions as required to resolve issues or support decisions Clear Documentation and Decision Tracking
All meetings will be supported by documented agendas, meeting notes, and action items. Key technical and business decisions will be recorded and tracked to support clarity, accountability, and schedule control. This approach reduces rework and helps maintain alignment as the project progresses.
Risk, Issue, and Change Communication
Risks, issues, and potential scope changes will be identified early and communicated clearly, along with recommended mitigation strategies. Our team will maintain visibility into these items and support City led decisions at defined checkpoints.
Collaboration Tools and Information Access
A shared project workspace will be used to provide controlled access to project documentation, schedules, deliverables, and meeting records. This supports version control, visibility, and efficient collaboration across City staff and project participants.
Escalation and Governance
An agreed escalation path will be established at project kickoff to support timely resolution of issues. This governance structure promotes efficient decision-making, minimizes delays, and aligns day-to-day execution with City priorities.
Figure 4 illustrates our proposed project escalation path and governance structure, showing how communication and decision-making flow between different organizational levels. Team Members raise issues and report progress to
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Team Leads, who coordinate with Project Leadership. Project Leadership then engages the Steering Committee for higher-level input and direction. The left-hand arrow represents the upward flow of communications, such as status updates and risks. The right-hand arrow shows how decisions and issue resolutions move back down through the organization. For City of Roseville, this structure adds value by promoting transparency, reducing delays in resolving issues, and aligning decisions with both day to day operations and strategic goals. It helps maintain momentum, minimizes risk, and supports effective coordination across all project roles. This communication approach supports City staff by providing predictability, transparency, and clear lines of responsibility throughout the Utility Network migration.
Project Understanding Summary
1898 & Co. understands that the City of Roseville’s Utility Network migration is a complex, high impact initiative that extends beyond technology conversion. Success depends on disciplined data preparation, thoughtful system design, coordinated integration touchpoints, realistic testing strategies, and strong staff adoption. Our approach reflects a clear understanding of the City of Roseville’s operational environment, resource constraints, and long-term modernization goals. By combining proven Utility Network delivery experience with structured project management, transparent communication, and a collaborative execution model, 1898 & Co. is prepared to support the City of Roseville through a controlled transition that positions the electric GIS for sustained value well beyond project completion.
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Tab E: Project and Implementation Overview
Approach and Methodology
1898 & Co. views City of Roseville’s transition to Esri’s ArcGIS Utility Network as a foundational opportunity to advance operational performance, increase system reliability, and support enterprise-wide collaboration. We will work collaboratively with City of Roseville throughout this project to enable the transition to be successful and aligned with their strategic goals. This is not simply a technical upgrade; it is a strategic initiative that positions City of Roseville to meet the evolving demands of electric utility operations.
To successfully migrate to the Utility Network and move to the ArcFM XI Solution, City of Roseville will need a strategy that aligns technical execution with organizational readiness, combining data assessment, a utility-specific data model, and a migration framework that integrates with OMS, Synergi, FME, and Maximo. Just as critical are training and change management to equip staff across GIS, operations, and engineering to excel in the future state environments and processes. With these in place, City of Roseville can fully unlock the Utility Network’s potential to improve reliability, streamline workflows, and support real-time decisions.
To support City of Roseville’s strategic transition to the Esri Utility Network and ArcFM XI, 1898 & Co. proposes a structured and phased approach that aligns technical delivery with organizational goals. This methodology supports a smooth migration while strengthening system integration, data quality, and long-term operational capability. Our overall approach is shown in Figure 5.
Figure 5. Our approach to City of Roseville’s transition to Esri’s ArcGIS Utility Network & ArcFM XI will advance performance, increase system reliability, and support enterprise-wide collaboration.
Project Management Across the Delivery Lifecycle
Project management is applied consistently across all phases of the delivery lifecycle illustrated above, from Initialization through Hypercare. 1898 & Co.’s Project Manager maintains responsibility for coordinating scope, schedule, quality, and communication as the project progresses through design, pilot, build, testing, documentation, training, and cutover activities. This approach aligns with the project management framework described in Tab D and is designed to provide the City of Roseville with clear visibility into progress, risks, decisions, and upcoming activities at each phase transition. To support disciplined execution and transparency, 1898 & Co. maintains a structured project workbook that includes standard project-level logs such as the Risk Log, Issue Log, Action Item Log, Change Order Log, and Key Decision Log. These logs are actively maintained throughout the project to support
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accountability, timely decision-making, and effective coordination. Examples of these project workbook logs are provided in Appendix B to demonstrate how they are used to contribute to successful project delivery.
Task 1: Initialization
Esri’s ArcGIS Utility Network combined with ArcFM XI offers City of Roseville a modern, scalable foundation for advancing network management across the organization. However, the true impact of the modernization depends on how well it aligns with City of Roseville’s operational goals, business processes, and technology environment. 1898 & Co. combines decades of utility experience with deep knowledge of GIS modernization and the ArcGIS Utility Network. Our team includes certified Utility Network and Schneider EcoExpert professionals who have applied this technology within electric distribution environments to support real-world operations.
Through stakeholder discovery sessions and a comprehensive review of City of Roseville’s GIS configurations, workflows, customizations, and integrations, we will identify how current systems operate and where improvements can be made. This collaboration will guide the development of a Current State and Future Vision Report, connecting City of Roseville’s organizational needs with the capabilities of the Utility Network.
The insights gathered will lead to actionable recommendations that adapt and strengthen City of Roseville’s workflows, helping the organization fully leverage the Utility Network to advance reliability, efficiency, and operational visibility.
1.1 Kickoff Meeting (Onsite)
1898 & Co. will lead an onsite kickoff meeting with the City of Roseville following contract award to formally initiate the project and establish a shared understanding of objectives, scope, roles, and expectations. The kickoff meeting will review the overall implementation approach for the Utility Network data migration, confirm key assumptions, and align on the project schedule and milestone structure.
These sessions will also be used to identify potential risks, constraints, and dependencies early, and to confirm the communication framework, stakeholder roles, and decision-making processes that will govern the project. The kickoff will establish the agreed project governance structure, identify primary and secondary stakeholders, and confirm the cadence and format of ongoing project meetings to support effective coordination throughout the engagement.
Deliverables
• Kickoff Meeting Minutes
o Confirmed project scope, objectives, and success criteria o Validated project schedule, milestones, and key assumptions o Defined roles, responsibilities, and escalation paths o Agreed communication plan and meeting cadence
o Initial risk and dependency identification
1.2 Requirements Gathering
Following the project kickoff meeting and initial data collection, 1898 & Co. will conduct in-person workshops to familiarize City of Roseville project resources with the foundational concepts of the ArcGIS UN. These sessions will help provide an improved understanding of the Utility Network and the functional differences between the Utility Network platform and City of Roseville’s existing ArcFM GIS environment. These sessions will provide essential knowledge to City of Roseville stakeholders regarding the UN and provide useful information for the later phases of the project.
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We will request and review existing documentation and conduct interviews with City of Roseville GIS and IT stakeholders to confirm available information and address information gaps. As part of the interviews, we will ask stakeholders to share their thoughts on expectations for the future state. 1898 & Co. will review City of Roseville’s current state business processes for managing its electric distribution assets, including: GIS data management processes, OMS/ADMS daily circuit builds, construction estimating processes, as-building processes, etc. We will document key pain points and stakeholder priorities for desired improvements.
These in-person workshops are designed to identify and document requirements from both business and technical perspectives. Following the workshops, we will leverage our experience with other clients as input and work with the City of Roseville team to complete an analysis of the requirements to confirm alignment with business needs and leading practices. We will also evaluate the documented current state GIS ecosystem and build out the requirements and specifications for the design and implementation. This evaluation will utilized in the data model design and migration plans. Once the analysis is complete, we will create a summary of requirements for review/confirmation with City of Roseville stakeholders.
1.3 Data Readiness Assessment
Establishing data readiness early is critical to the success of any Utility Network migration. Data cleanup can be time-intensive, and addressing issues later in the project can cause delays. By performing a comprehensive data assessment at the start, City of Roseville will gain early visibility into potential data quality or data modeling concerns and thus have the necessary time to resolve them well before full migration begins. This proactive approach reduces risk, improves migration efficiency, and enables a smoother transition to the Utility Network. 1898 & Co. will conduct a data discovery and requirements gathering session to collect the data required to complete the data readiness assessment. We will use City of Roseville’s source data to perform multiple types of data reviews, including geometry, domain and subtype checks. The data readiness assessment is intended to thoroughly assess existing network data using automated checks and visual spot checks. The results from this report and the remediation actions that are taken will help mitigate data-related issues in the migration to the Utility Network.
Figure 6. Our proposed data assessment will utilize Our proposed data assessment will utilize UN rules to help mitigate data UN rules to help mitigate data-related issues. related issues.
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Our experienced 1898 & Co. team will utilize the out of the box rules from the Utility Network and perform a draft migration, which we term Rapid Test, to the Commercial Off The Shelf (COTS) Schneider Electric UN file geodatabase for the electric utility types being migrated and provide a summary of the ArcGIS Utility Network dirty areas present after the draft migration. The high-level Rapid Test push helps to identify other errors based on the OOTB Utility Network rules themselves.
The data quality checks will focus on three key areas: basic integrity, attribute integrity, and spatial integrity.
The primary focus of this assessment is to analyze the source data’s readiness for a Utility Network data migration.
We will assign each result a severity code of 1, 2, or 3, shown in Figure 7. These severity codes are based on the potential impact of the data issue on migration to the Utility Network and are classified based on our team’s lessons learned on similar projects.
Severity
Code Description
1 Must be resolved in existing geodatabase instance prior to UN migration (geometry errors: self-intersecting lines, null geometry, out of bounds features, stacked verticies…) 2 Recommended to resolve issues in existing geodatabase instance prior to UN migration (stacked points, orphaned records or unsnapped geometry…) 3 Not critical for UN migration. However, addressing these issues prior to UN migration may result in a better migration experience
(non-Asset Group/Asset Type or migration related domain errors) Figure 7. Each severity code is based on the potential impact of the data issue when migrating to the Utility Network.
1898 & Co. highly recommends that City of Roseville address all Severity 1 type errors in the current production geodatabase before the Utility Network data migration as Severity 1 errors can compromise network functionality. A data readiness report will be provided to give an overview of the Rapid Test results and recommendations for resolving data quality errors. This will allow City of Roseville time to address the Severity 1 items required for allowing the migration of data from the Geometric Network to the Utility Network to occur, as well as supporting the goal of no data loss. The report will also identify issues that, if addressed, may improve the overall data quality in the GIS database. At this stage, errors related to ‘missing’ UN Rules will exist but will decrease in number after Data Modeling workshops are held and the UN model and migration scripts are updated per the City’s requirements.
1.4 Data Cleanup
1898 & Co. is also well-equipped to support City of Roseville through the data remediation process if requested.
Once the data readiness report is complete, we will provide an estimate for the level of effort and associated remediation steps required to address the identified issues to prepare the data for Utility Network migration. Based upon the RFP Q&A, we assume data cleanup will be performed by the City of Roseville, but 1898 & Co. can additionally provide support through a negotiated change order if needed.
Activities:
• Work with City of Roseville to schedule familiarization and requirements gathering workshops • Create information requests for City of Roseville to review and collect documentation prior to 1898 & Co. engagement.
• Review provided documentation on current state
• Conduct in-person workshops and create requirements inventory • Work with City of Roseville to design preferred migration strategy • Strategic consulting on System Architecture and Integration Assessment • Review requirements inventory with City of Roseville stakeholders for confirmation
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Deliverables:
• Onsite workshops at City of Roseville’s with 1898 & Co.: Facilitate in-person sessions with stakeholders across GIS, Engineering, IT, and Operations to review current systems, gather business and technical requirements, and document migration needs.
• Current State and Future Vision Report: Provide a detailed report capturing City of Roseville’s existing GIS environment, key challenges, and a future-state Utility Network vision aligned with business and operational goals.
• Data Readiness Report: List of the data quality issues identified and prioritized based on severity. The report will provide examples of data quality issues along with recommendations for addressing identified data quality issues.
• Utility Network Dirty Area Rapid Test results in a file geodatabase Task 2: Design Architecture
2.1 System & ArcFM XI Solution Architecture
To confirm City of Roseville’s enterprise GIS system is architected and sized appropriately to meet the functional and technical needs of the organization and the ArcGIS Utility Network, 1898 & Co. will perform a high-level architecture review. The review shall evaluate City of Roseville’s current enterprise GIS configuration along with the future needs of the ArcGIS Utility Network and ArcFM Editor XI to provide recommendations for system architecture design.
Results from the assessment shall be summarized in a report and provided to City of Roseville as recommendations for future system architecture design.
1898 & Co. will additionally conduct a remote in-depth exploration for the current system architecture as it pertains to the implementation of ArcFM Editor XI and Session Manager and GDBM XI. This discussion will also include prerequisites and considerations for the ArcFM XI Suite.
2.2 ArcFM Editor XI (EXI) – Apps and Services
1898 & Co. will include an in-depth exploration of the overall system architecture and landscape for the implementation of ArcFM Editor XI, Session Manager and GDBM XI.
2.3 Systems Integration Assessment
There are several integrations that will need to be updated because of the change to the Utility Network. The table below lists the identified integrations from the RFP and a high-level assumption regarding the integration. As part of this phase, 1898 & Co. will capture current state requirements for the integrations for the Utility Network, shown in Table 2.
Interface Assumptions
Survalent SCADA/ADMS/OMS Grid operations need a full network model and connectivity.
CIS Meter and/or service point synchronization.
Leidos/Honeywell AMI/MDM Meter and/or service point synchronization.
Maximo Asset maintenance/asset lifecycle integration.
Milsoft WindMil 23.2.4 Engineering analysis needs a full network model and connectivity.
Table 2. We will capture current state requirements for UN integrations.
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2.4 Data Model Development & Workshop
1898 & Co. will conduct an initial detailed mapping of City of Roseville’s existing Electric Geometric Network (GN) data model against the ArcFM XI Electric Commercial-Off-The-Shelf (COTS) Utility Network data model. This effort will ultimately establish the foundation for a modified Utility Network asset package that aligns with City of Roseville’s operational and business needs.
The work will begin with a thorough data discovery process, during which our team will review City of Roseville’s current GIS data model, focusing on feature classes, attributes, domains, and established relationships. This review will identify any gaps between the existing GN schema and the ArcFM XI Electric Utility Network model, including missing asset types, required fields, or domain structures necessary for successful migration.
After our initial efforts, we will engage City of Roseville in a remote, collaborative data model design workshop to validate our work and to complete the build out of the future data model with primary stakeholders.
Building on the results of the mapping workshops, our team will then configure a customized Utility Network asset package tailored to City of Roseville’s electric distribution operations. During this effort, we will have touchpoints with key UN stakeholders to maintain visibility, promote collaboration, and allow for adjustments to be made to the Asset Package as they arise. The asset package will define the structure and behavior of critical system components, including:
• Asset groups and asset types for primary, secondary, and service-level assets. • Customized network rules and domain values to match operational and engineering standards. • Subnetwork definitions to support feeder management, outage isolation, and system tracing.
Throughout this configuration process, 1898 & Co. will maintain compatibility with Schneider Electric’s ArcFM XI environment, building an asset package that fully supports design workflows, editing environments, and Utility Network management practices.
Version alignment and platform compatibility will remain a top priority during Phase 2. Our team will identify, validate, and document the required versions of ArcGIS Enterprise, ArcGIS Pro, ArcFM XI and SQL Server needed to support Utility Network deployment and maintain a stable operational environment.
We will build internal quality assurance and quality control (QA/QC) checkpoints into each step of Task 2 to validate schema mapping and asset package design. After completing the initial versions, 1898 & Co. will lead a review session with City of Roseville stakeholders to confirm finalized structure before advancing to the pilot migration and full system rollout.
Activities
• Schema Mapping Document/Crosswalk (.xls) – Review City of Roseville’s existing GN GIS data model and align feature classes, fields, domain values, and subtypes with the corresponding Utility Network asset groups, asset types, and schema requirements. This foundational step supports an accurate and efficient migration into the Utility Network model.
• Build Asset Package – Based on Data Modeling Workshop results and crosswalk development, we will develop a customized Asset Package (.gdb) for City of Roseville. We will also convert this into a Utility Network (.gdb).
• Create Migration Workflow & Tools – Configuration of migration tool using Safe Software’s FME and/or ArcGIS Data Loader Tools. Implementing defined attribute transformations or reclassifications to meet the Utility Network’s data integrity, classification, and connectivity standards. This process will enable control
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and consistency across iterative migration activities. Per the City’s request, we will also remove unused domains during the migration.
Deliverables:
• Schema Mapping Document/Crosswalk: A detailed spreadsheet resulting from on-site workshops, mapping City of Roseville’s GN GIS data model to the ArcFM XI Utility Network schema, including feature classes, subtypes, attributes, and domain translation rules.
• Customized Utility Network (converted from an Asset Package): A schema only Utility Network (file geodatabase) tailored to City of Roseville’s electric distribution system, including configured asset groups, asset types, domains, and network rules.
• HTML Data Dictionary: A web-based version of the UN database design. • Subnetwork Documentation: A plan outlining the subnetwork creation and updates aligned with City of Roseville’s operational practices.
• System Architecture and Integration Assessment: Perform high level evaluation of system architecture and current integrations with third-party systems (OMS, SCADA/ADMS, AMI, Asset Management, CIS) and outline the impacts, risks, and considerations for Utility Network migration.
Task 3: Design Requirements
For design requirements, 1898 & Co. and Schneider Electric will hold a remote (1) day workshop that will present the workflows, prerequisites and configuration for the successful implementation of Editor XI, Session Manager & GDBM XI.
3.1 ArcFM Editor (EXI): Editing Workflow and Tools
1898 & Co. and Schneider Electric will conduct a remote workshop for a maximum of one (1) business days to review the COTS Schneider Electric GIS application workflows for ArcFM Editor XI, GDBM XI and Session Manager.
3.2 System Integration Workshop – With GIS System
1898 & Co. and Schneider Electric will lead an integration design remote workshop of up to 40 hours to define the following integrations with the GIS system.
• Synergi
• OMS (Data Voice)
• Maximo (DataSplice)
• FME
• Attribute Assistant Add-on
3.3 ArcFM Editor XI (EXI): Configuration
1898 & Co. and Schneider Electric will lead a one (1) business day remote workshop with the customer to review the available configurations in the ArcFM Editor applications (EXI). The workshops will be conducted in knowledge transfer format and will serve as enablement for the customer to perform any configurations available in the applications.
Deliverables:
• EXI/Session Manager/GDBM Workflow Document: A summary of workshop content and findings. • EXI/Session Manager/GDBM Configuration Document: A requirements summary of workshop details.
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• System Integration Document: A summary of workshop findings.
Task 4: Pilot Area Migration and UN Testing
Using a system-wide data pull (.gdb) from City of Roseville, our team will execute a complete migration to the Utility Network in a test environment. We will enable network topology and publish services to confirm edit, and trace capabilities. This allows early validation of assumptions and mitigates risks before system-wide rollout. It will also allow City of Roseville staff the first opportunity to interact with the Utility Network, familiarize with ArcGIS Pro processes, perform tracing, and test out integrations with the Utility Network schema and services.
The pilot migration process includes:
• Preliminary Data Migration: System-wide GN data will be migrated to the ArcGIS Utility Network in a file or mobile geodatabase and pasted into SDE. Using ArcGIS Pro & Portal – services will be published. This will allow for the validation of schema mapping, domain configuration, and test subnetwork creation. • Dirty Area Identification: After migration, the Utility Network Dirty Area layer will be auto-populated and can be used to identify rule violations and inconsistencies. These Dirty Areas represent issues where network rules are not being met and must be corrected for accurate tracing and network validation. • Topology and Subnetwork Testing: The pilot dataset will be used to validate network topology and test subnetwork management.
4.1 Pilot Data and Migration Iterations
Migration iterations (.gdb) and final Pilot Migration (.gdb to SDE) will be used to continuously refine the migration process and additionally identify status of error resolution identified in the initial Data Readiness exercise. We propose data issues identified during pilot testing should be addressed in the current Production GN Throughout these migrations processes, 1898 & Co. will closely track observations, lessons learned, and refinements needed to improve the migration methodology. Insights gained during the test migrations and pilot will directly inform and optimize the strategy for the production migration in Phase 9, helping to mitigate risk and support a smooth rollout.
Deliverables
• A Pilot Area Data Migration Report summarizing findings and refinements to be applied to the full migration.
• Documented Dirty Area classifications observed in the pilot environment. • Functional validation of trace tools, editing workflows, and web service operation. • A refined migration and configuration approach based on observed behavior and feedback.
Task 5: Build
During this phase, 1898 & Co. will perform the configuration and setup activities required to prepare the Esri ArcGIS Enterprise environment and ArcFM XI platform for operational use. This task transitions the project from design and planning into a functional system state that supports ArcFM editing, Utility Network operations, and GIS-side interfaces. Activities focus on configuring supported components, publishing required services, and validating that the environment is ready for testing and user interaction.
All build activities will leverage requirements, decisions, and configurations defined during prior design and workshop phases. Configuration will follow vendor-supported, out-of-the-box practices to promote system stability, maintainability, and long-term sustainability.
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5.1 ArcGIS Enterprise and Portal Configuration
1898 & Co. will work with City of Roseville to configure the ArcGIS Enterprise environment required to support ArcFM XI and the Utility Network implementation. This includes validating Portal configuration, establishing required user roles and groups, and preparing the environment for service publication and access by ArcFM XI tools.
As part of this effort, 1898 & Co. will configure Portal groups and access controls to support editing workflows, service consumption, and interface needs, consistent with City security and governance practices.
5.2 Publish Utility Network and Supporting Services
1898 & Co. will publish the required Utility Network and supporting feature services from the configured geodatabase to ArcGIS Enterprise. These services will be configured to support ArcFM XI editing, tracing, subnetwork management, and GIS-side integration touchpoints. Service configuration will include validation of permissions, access patterns, and operational behavior necessary to support ArcFM workflows and downstream system interfaces, as defined during prior integration and design workshops. 5.3 Setup ArcFM Tenant 1898 & Co. will coordinate with Schneider Electric’s infrastructure team and City of Roseville to establish the required ArcFM tenant(s) as part of the ArcFM XI Suite. This includes confirming connectivity, authentication, and prerequisite configurations necessary to enable ArcFM XI tools within the City’s ArcGIS Enterprise environment.
5.4 Configure EXI Tools
1898 & Co. will install and configure ArcFM Editor XI (EXI) components, including Session Manager and GDBM XI, using the ArcFM Solution Center application. Configuration settings will be based on outcomes from prior ArcFM XI workshops and will align with supported out-of-the-box workflows. This effort establishes the core editing environment used by City of Roseville staff for Utility Network data maintenance and management.
5.5 Configure Out-of-the-Box AutoUpdaters
1898 & Co. will configure supported out-of-the-box AutoUpdaters to operate within the City of Roseville’s EXI environment. These AutoUpdaters support standard data maintenance and validation behaviors consistent with ArcFM XI and Utility Network requirements. Development of custom AutoUpdaters is not included in this scope and would require a separately negotiated change.
Deliverables
• Configured ArcGIS Enterprise and Portal environment to support ArcFM XI and Utility Network operations • Published Utility Network and supporting feature services with validated permissions and access • Configured ArcFM XI tenant and EXI components
• Validation of out-of-the-box AutoUpdaters and supported editing workflows • Environment validation results confirming readiness for testing and interface consumption Task 6: Testing
Testing of the ArcFM Utility Network model will be performed by creating a test plan that includes a variety of scenarios that the City performs today. This involves test cases for data validation, editing, and tracing. ArcFM Editor XI testing will focus on the functionality of the editing tools, ensuring that they are working as expected and that they are properly interacting with the utility network model. This testing includes scenarios for creating, editing, and deleting features, as well as testing the undo and redo functionality.
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6.1 EXI: Factory Acceptance Testing (FAT)
Confirms the GIS editing solution meets all utility-specific requirements before it is deployed into the production environment. This process involves simulating the entire operational workflow, from data editing and validation to network analysis, to identify and resolve any issues before the system goes live.
6.2 EXI: Site/User Acceptance Testing (SIT/UAT)
Testing is performed by the end-users of the software to validate that it meets their business requirements in a realworld context. This phase involves users executing their daily editing and data management workflows, such as creating and updating features, running validation rules, and performing network traces, to confirm the system functions as expected before it is approved for release into the production environment.
Deliverables
Documentation of testing results, bug tracking and fixes for each round of testing listed above.
Task 7: Training
Our team will deliver end-user and admin training, tailored documentation, editing guides, and subnetwork updating workflows. We will also provide post-go-live stabilization support, enabling a confident transition. As City of Roseville prepares to transition fully to the ArcGIS Utility Network, 1898 & Co. will focus on equipping your staff with the knowledge, tools, and support needed to operate and sustain the new system with confidence. This phase centers on workforce readiness, system handoff, and a seamless go-live experience.
Activities
• Tailored Training Sessions – 1898 & Co. will lead hands-on, role-based training for system administrators, GIS editors, power users, and other identified stakeholders. Training will be purpose-built for the City of Roseville and aligned with actual workflows, operational priorities, and Utility Network responsibilities rather than generic product instruction. A comprehensive Training Plan will be developed early in the project in partnership with the City of Roseville and will define training options, delivery approach, staffing expectations, class size and skill level by audience, training materials, and the functional responsibilities addressed in each session to prepare users for their day-to-day tasks within the Utility Network environment. • Custom Documentation – We will develop comprehensive user and administrative guides, including editing instructions, subnetwork management practices, and trace configuration documentation. These materials will serve as long-term references for staff and support future onboarding efforts. • Configuration Tools and Editing Support – As part of the go-live preparation, we will deliver tools and best practices to manage trace rules, maintain network topology, and troubleshoot common issues in real-time.
This includes guidance on editing workflows, versioning, and maintaining system health. • Cutover Planning and Execution – Working closely with City of Roseville’s team, we will execute the final cutover to the production Utility Network environment based on an agreed-upon schedule. This includes final data loads, service validation, and system readiness checks. This effort will also include the • Post-Cutover Stabilization – Following cutover, 1898 & Co. will remain engaged for a 60-day stabilization period. During this time, our team will assist with issue resolution, performance monitoring, and any final adjustments needed to optimize day-to-day operations in the new environment.
Deliverables
• Training Plan, Training sessions, and user onboarding • Complete set of tailored documentation and configuration guides
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• Final system cutover and production launch
• Post-go-live support to reinforce adoption and address emerging needs Task 8: Full System Migration and Configuration to UN Production Environment With lessons learned from the pilot, we will execute the full migration of City of Roseville’s electric network, publish Utility Network services and web maps and test third-party system touchpoints. This phase represents the transition from isolated testing to enterprise deployment, with a strong focus on configuration accuracy, system integrity, and cross-platform integration, as determined by City of Roseville.
The full system migration includes:
• Comprehensive Data Migration – All relevant electric distribution system data will be migrated from the Geometric Network into the Utility Network using the finalized schema asset package developed earlier in the project with City of Roseville. Migration processes will follow the tested methodology proven during the pilot.
These migration efforts only include data directly participating in the Utility Network itself. • Utility Network Services Configuration – Core Utility Network services will be published, allowing for network validation, subnetwork management, network topology, and tracing. • Validation and Testing – The Utility Network implementation will undergo full-scale testing for performance, accuracy, and usability. Dirty Area layers, trace operations, editing capabilities, and security settings will be reviewed to confirm system readiness.
• Configure Production ArcFM Tenant and tools – This effort assumes existing configuration from the test environment will be transferred over to production.
Deliverables
• A fully migrated and configured Utility Network for City of Roseville’s electric distribution system. • Final documentation of the migration process, configuration settings, and system architecture Task 9: Hypercare
Following production cutover, 1898 & Co. will provide a structured 60-day hypercare period to support the City of Roseville as the Utility Network and ArcFM XI environment transitions into day-to-day operations. The purpose of hypercare is to stabilize the production environment, support City of Roseville staff during early adoption, and address issues directly related to the implementation and migration activities performed under this project. This hypercare model reflects industry-standard practice for post–go-live support following major GIS and Utility Network implementations and is widely used to provide focused stabilization while controlling overall project cost.
During the hypercare period, 1898 & Co. will support the production environment by identifying, tracking, and assisting with the resolution of post–go-live issues and defects associated with the Utility Network and ArcFM XI configuration. Issues will be logged, reviewed, and prioritized in coordination with City of Roseville staff using agreed severity levels to support effective triage and resolution sequencing.
At the conclusion of the hypercare period, 1898 & Co. will support transition to steady-state operations by documenting outstanding items and coordinating handoff of unresolved lower-priority issues. Any work requested beyond the defined hypercare scope, such as extended operational support, may be addressed through a separately negotiated change. While the City of Roseville’s RFP references a longer-term support duration, separating post–golive stabilization from ongoing support services allows the City of Roseville to procure extended support in a more targeted and cost-effective manner, aligned with actual operational needs following system adoption.
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Hypercare Assumptions
The hypercare services described above are based on the following assumptions:
• Hypercare support applies to issues and defects directly related to the Utility Network migration, ArcFM XI configuration, and implementation activities performed under this scope of work. • Defects inherent to third-party software platforms are excluded. • Issues associated with legacy systems or legacy-side integrations are excluded. • Middleware or integration components not configured by 1898 & Co. are excluded. • Data quality issues unrelated to the migration or conversion process are excluded.
Project Schedule
A detailed Gantt chart documenting the project phases, durations, and dependencies is provided separately in Attachment G in the required formats. The task-level project schedule below highlights the major activities and sequencing associated with our implementation approach. 1 2 3 4 5 6 7 8 9 10 11 12 13 14
Task Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Task 1 - Initialization
Task 2 - Design Architecture
Task 3 - Design Requirements
Task 4 - Pilot Area Migration and UN Testing
Task 5 - Build
Task 6 - Testing
Task 7 - Training
Task 8 - Go Live
Task 9 - Hypercare
2026 2027
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General Assumptions and Project Clarifications
All information presented in this proposal has been provided for informational and evaluation purposes only. This proposal is not intended to constitute a binding offer. Any binding agreement is subject to incorporating a mutually executed Agreement consisting of negotiated terms and conditions and a statement of work with a defined scope, deliverables, schedule, and fees.
• Pricing Structure and Billing
This proposal is submitted on a fixed-price, milestone-based basis. The fixed fee includes professional services and travel associated with two onsite visits for Project Kickoff and Training, with hypercare billed at initiation of the post–go-live period.
• Onsite Commitment
The proposed scope includes two onsite visits to the City of Roseville with an average of three 1898 & Co. team members per visit. The City of Roseville will provide reasonable onsite support, including meeting space and IT connectivity as needed.
• ArcFM XI and Utility Network Implementation Approach
The implementation will use the ArcFM Electric Utility Network Commercial-Off-The-Shelf model, out-ofthe-box AutoUpdaters, and supported ArcFM XI workflows. Custom ArcFM development, custom AutoUpdaters, ADMS feeder service modification, and Conduit Manager configuration are excluded unless explicitly stated.
• Licensing, Infrastructure, and System Access
The City of Roseville will provide required Esri and Schneider Electric licenses, infrastructure, environments, and system access necessary to support ArcGIS Enterprise, Utility Network, and ArcFM XI activities. • Utility Network and Platform Version Alignment
Target versions for ArcGIS Enterprise, ArcGIS Pro, Utility Network, ArcFM XI, and supporting platforms will align with vendor-supported versions mutually agreed at project initiation. Our standard approach and working assumption is to leverage a Network Management Release version (the latest being ArcGIS Enterprise
11.5 and ArcGIS Pro 3.5). Version changes after design approval may affect scope, schedule, or fees. • Integrations and Third-Party Systems
Integrations are coordinated and validated on the GIS side only, and third-party systems remain City and vendor owned. Configuration or modification of third-party systems, middleware, or vendor-managed integrations is excluded unless explicitly defined.
• Third-Party Vendor Responsibility
1898 & Co. does not assume responsibility for inherent defects, limitations, or behavior of third-party software platforms. Vendor product issues, platform changes, or legacy system behavior are excluded from scope.
• Data Access, Quality, and Remediation
The City of Roseville will provide timely access to GIS data and documentation required for assessment and migration activities. Data quality issues unrelated to conversion or migration, including legacy data not previously cleansed, are excluded unless otherwise agreed. • Data Remediation Responsibility
Resolution of Severity 1 data issues identified during the Data Readiness Assessment is assumed to be performed by the City of Roseville in a timely manner that aligns with 1898 & Co.’s project plan. Assistance from 1898 & Co. beyond assessment and guidance may be provided through a separately negotiated change. • Stakeholder Participation and Scheduling
The scope assumes participation in approximately five to ten cross-functional stakeholder workshops over a two-week period. Delays in stakeholder availability or scheduling may impact the project timeline. • City Coordination and Decision-Making
The City of Roseville will designate a primary project contact to support coordination, scheduling, and decision-making. Timely review and approval of deliverables are required to maintain the proposed schedule.
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• Feedback and Review Timelines
Deliverable reviews are assumed to occur within five business days unless otherwise agreed. Additional review cycles or expanded feedback beyond scope may require schedule or fee adjustments. • Testing Scope and Acceptance
Testing is limited to validation of Utility Network migration, ArcFM XI configuration, and GIS-side services described in this proposal. Final system acceptance is performed by the City of Roseville with support from 1898 & Co.
• Change in Business Processes or Requirements
Core business processes and requirements identified during design are assumed to remain materially consistent. Significant changes to workflows, asset modeling, or operational requirements may impact scope, schedule, and fees.
• Regulatory, Security, or Policy Changes
Changes to regulatory requirements, cybersecurity standards, or City security policies occurring after project initiation that materially affect system design may require scope or schedule adjustments. • Warranty and Post–Go-Live Support
Consistent with the RFP Q&A, the warranty functions as extended post–go-live implementation support similar to hypercare, and applies only to issues attributable to migration and configuration activities performed by 1898 & Co. It is not a product warranty and excludes third-party software defects, legacy system behavior, and post–go-live operational changes.
• Out-of-Scope Changes
Requests for additional services; extended support beyond hypercare, expanded integration responsibilities, or evaluations beyond those described require a written amendment and may impact fees and schedule. • Proposal Validity
This proposal and fee shall remain valid for a period of ninety (90) days from the proposal submission deadline.
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Tab F: Cost Proposal
1898 & Co., part of Burns & McDonnell, is submitting this cost proposal on a fixed-price basis in the amount of $935,000, subject to the scope of services and corresponding assumptions outlined in this proposal. The proposed fixed fee includes all travel expenses associated with the engagement, including two onsite trips for the Project Kickoff and Training activities. Pricing is structured around defined project milestones, with billing aligned to the delivery of milestones. The key project milestones and associated fees are presented below.
Milestone Milestone Name (Task) Milestone Description Billing Trigger Fee Milestone 1 Project Kickoff (Task 1 –
Initialization) Completion of onsite project kickoff Project Kickoff Meeting $50,000 Milestone 2 Data Readiness and Migration
Planning (Task 1.3, Task 1.4)
Data Readiness Assessment, Rapid
Test migration results, severity
classification, and delivery of Data
Readiness Report
Delivery of data
readiness
deliverables
$90,000
Milestone 3
Architecture and Data Model
Design (Task 2 – Design
Architecture)
Completion of system and ArcFM XI
architecture review, integration
assessment, schema mapping, asset
package design, and delivery of
associated documentation
Delivery of Task 2
deliverables $175,000
Milestone 4
ArcFM XI Design and
Integration Definition (Task 3 –
Design Requirements)
Completion of ArcFM XI workflow
workshops, integration design
workshops, and delivery of EXI,
Session Manager, GDBM, and
integration documentation
Delivery of Task 3
deliverables $180,000
Milestone 5
Pilot Migration and Validation
(Task 4 – Pilot Area Migration
and UN Testing)
Completion of pilot migration,
topology and subnetwork validation,
Dirty Area analysis, and Pilot
Migration Report
Delivery of pilot
migration results $100,000
Milestone 6 Platform Build and Service
Enablement (Task 5 – Build)
Configuration of ArcGIS Enterprise
and Portal environment, publication
of Utility Network and supporting
services, ArcFM tenant setup, EXI,
Session Manager, and GDBM
configuration, and environment
readiness confirmation for testing and
interfaces
Delivery of Task 5
deliverables $100,000
Milestone 7 Testing and User Acceptance
(Task 6 – Testing)
Completion of Factory Acceptance
Testing and Site/User Acceptance
Testing
Delivery of testing
results $100,000
Milestone 8 Training and Production
Migration (Task 7, Task 8)
Completion of training delivery,
documentation, full system migration
to production Utility Network, service
publication, and system cutover
Acceptance of
production
migration
$100,000
Milestone 9 Hypercare Initiation (Task 9 –
Hypercare)
Initiation of post–go-live hypercare
support
Start of hypercare
period $40,000
TOTAL $935,000
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Hourly Rates Statement and Level of Effort
The RFP requests a schedule of hourly rates and the estimated amount of time each proposed staff member will be devoted to the project. 1898 & Co. respectfully notes that this proposal is submitted on a fixed-fee basis, rather than a time-and-expense/time-and-material delivery model.
Under a fixed-fee structure, 1898 & Co. assumes responsibility and risk for managing labor mix, staffing levels, subconsultant and internal effort required to complete the defined scope of work for the agreed price. As such, the project fee is based on overall scope, complexity, risk allocation, and delivery outcomes, rather than a rate-based build-up tied to individual personnel hours. Providing estimated hours and individual billing rates would not accurately reflect how work is planned, staffed, or managed under a fixed-fee engagement and could be misleading when interpreted outside of a time-and-expense framework.
This fixed-fee structure applies not only to 1898 & Co.’s internal delivery effort, but also to any subconsultant services included within the proposed scope, along with the risks of managing the subconsultant. All subconsultant support has been secured on a fixed-fee basis and is fully incorporated into the total proposed price. This approach further reinforces cost predictability for the City of Roseville and avoids the administrative complexity and variability associated with rate-based or time-and-expense arrangements.
The proposed fixed fee represents the full cost for delivering the services described in this proposal, including project management, technical delivery, quality control, coordination, documentation, and travel, regardless of actual internal labor hours expended. This approach provides the City of Roseville with cost predictability, budget certainty, and reduced administrative burden, which aligns with the City’s stated preference for fixed pricing.
If requested during contract negotiations, 1898 & Co. is willing to further discuss high-level staffing assumptions, role responsibilities, and relative allocation of effort to support transparency. To that end, and in good-faith response to the RFP Section 6.8 Cost Proposal requirements, a Resource Allocation Summary table is provided below to illustrate the approximate distribution of the total project fee across key project roles, including subconsultant support, for informational purposes only. This summary is not intended to represent billable rates, hours, or a time-and-expense pricing model, and the fixed-fee commercial structure will remain unchanged.
Resource Name Project Role Title Percentage (%) of
Total Project Fee
Drew Haney, GISP Project Manager and GIS Consultant 20% Ben Stafford, GISP QA/QC Lead 5%
Matt Seidl, P.E. Process and Requirements Lead 14%
Cristin Holmgren Utility Network Lead 25%
Darris Friend Solution Architect 15%
Eva Shafman Data Lead 10%
Schneider Electric ArcFM XI Product Support Subconsultant 11% Chad Pinarija Engagement Lead No Charge
Brian Hiller GIS Managing Director No Charge
Percentages shown are approximate allocations for informational purposes only and do not represent billable rates, hours, or a time-and-expense pricing model.
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Tab G: Required Statements/Documents
Non-substitution for the designated members of the team without approval by City staff (Section 5.0) • Substitution of designated members of the team will not be made without approval by City staff.
The absence of a conflict of interest (Section 10.4)
• There is no conflict of interest as per Section 10.4.
Indicate your ability and agreement to fulfill the indemnification and insurance requirements contained in the sample contract (Section 10.7). (Please note that actual certificates of insurance are not required as part of your submittal.)
• We are able and agree to fulfill the indemnification and insurance requirements contained in the sample contract upon discussions and mutual negotiation as described in Tab H.
A statement that nothing contained in the submitted proposal will be proprietary. (Section 10.23) • Nothing contained in this proposal is proprietary.
Proof of registration with California Secretary of State. Note: All proposers must be registered with the Secretary of State or have a valid exemption by the time of award.
Attachment A
PROPOSER’S CERTIFICATION
I hereby propose to furnish the goods or services specified in the Request for Proposals (“RFP”). I agree that my proposal will remain firm for a period of up to ninety (90) days in order to allow the City of Roseville (“City”) adequate time to evaluate the qualifications submitted.
I have carefully examined the Request for Proposals and any other documents accompanying or made a part of this RFP. The information contained in this proposal is true and correct to the best of my knowledge and is signed under penalty of perjury under the laws of the State of California. I further certify that I am duly authorized to submit this proposal on behalf of the firm as its authorized agent and that the firm is ready, willing and able to perform if awarded the contract.
I further certify that this proposal is made without prior understanding, agreement, connection, discussion, or conspiracy with any other person, firm or corporation submitting a proposal for the same product or service; that this proposal is fair and made without outside control, collusion, fraud or illegal action; that no officer, employee or agent of the City or any other proposer is financially interested in said proposal; that no undue influence or pressure was used against or in concert with any officer, employee or agent of the City in connection with the award or terms of the contract that will be executed as a result of this RFP; and that the undersigned executed this Proposer’s Certification with full knowledge and understanding of the matters therein contained and was duly authorized to do so.
_________________________________________________
NAME OF BUSINESS
_________________________________________________
SIGNATURE
_________________________________________________
NAME & TITLE, TYPED OR PRINTED
_________________________________________________
MAILING ADDRESS
_ _____________________________________
TELEPHONE NUMBER
_________________________________________________
EMAIL
Type of Organization:
____ Sole Proprietorship ____ Corporation ____ State of Incorporation ________ Partnership ____Limited Liability Company
Burns & McDonnell Western Enterprises, Inc.
Stephen Kane, Vice President
145 S. State College Blvd., Suite 600, Brea, CA 92821
+
__
1 (7
___
14 ___
) 264-7333
___
[email protected]
Attachment B
LEVINE ACT DISCLOSURE STATEMENT
(The completed form submitted to the City of Roseville is a public record.) California Government Code Section 84308, commonly referred to as the "Levine Act," prohibits any “Officer” (elected or appointed officer, any alternate thereto, and any candidate for elective office) from participating in any consideration or action related to a proceeding if they receive political contribution(s) from a party, or its agent(s), totaling more than $250 within the previous twelve (12) months, while a proceeding is pending, and for twelve (12) months following the date of a final decision in a proceeding concerning a license, permit, other entitlement for use, franchise, or contract (collectively “license, permit, or contract”). For additional information:
https://www.roseville.ca.us/government/departments/city_clerk/transparency/levine_act.
City Officers are listed at the following sites:
• The Members of City Council - https://www.roseville.ca.us/government/city_council/meet_council • Boards & Commission Members - https://www.roseville.ca.us/government/boards_commissions Parties and their Agents are responsible for reviewing and disclosing their applicable contributions to City Officers on the record of a proceeding.
1. Have you or your entity, or any agent on behalf of youor your entity, made any political contribution(s) totaling more than $250 to any City Officer in the twelve (12) months preceding the date of the submission of your license, permit, or contract, or the anticipated date of any City Council, Board, or Commission consideration or action related to this license, permit, or contract? YES _____ NO _____
If yes, please identify the City Officer(s):________________________________________________________________________________
2. Do you or your entity, or any agent on behalf of you or your entity, anticipate orplan to make any political contribution(s) totaling more than $250 to any City Officer in the twelve (12) months following any City Council, Board, or Commission consideration or action related to this license, permit, or contract?
YES _____ NO _____
If yes, please identify the City Officer(s):_______________________________________________________________________________ Answering yes to either of the two questions above does not preclude the City of Roseville from considering and/or taking action on a license, permit, or contract. It does, however, potentially preclude the identified City Officers from participating in consideration of and in taking any actions related to the license, permit, or contract. Please accurately complete and sign this form, under the penalty of perjury:
____________ ___________________________________________ _______________________________________ (Date) (Printed Name/Title of Authorized Representative) (Name of business/legal entity) ___________________________________
(Signature)
You must submit a supplemental form if you make any new reportable contribution(s) while the contract, license, permit, or other entitlement is being considered. If this form has not previously been submitted in connection with a contracting, licensing, entitlement or permitting process, please provide the completed form to the Office of the City Clerk for appropriate departmental routing, at: City Clerk, 311 Vernon St., Roseville, CA 95678, [email protected] 1/14/2026 Stephen Kane, Vice President Burns & McDonnell, Western Enterprises, Inc.
LEVINE ACT DISCLOSURE STATEMENT
(The completed form submitted to the City of Roseville is a public record.) Term Definition Law
Covered
"proceedings"
A proceeding to grant, deny, revoke, restrict, or modify a license, permit or other entitlement for use, that does not solely involve purely ministerial decisions and is:
(1) Applied for by the party;
(2) Formally or informally requested by the party; or
(3) A contract between the agency and the party or a
franchisee granted by the agency to the party, other than a contract that is competitively bid, a labor contract, or a personal employment contract.
FPPC Reg 18438.2(a)
Party
Any person who files an application for, or is the subject of, a proceeding involving a license, permit, or other entitlement for use.
Gov. Code 84308(a)(1)
Participant
Any person who is not a party but who actively supports or opposes a particular decision in a proceeding involving a license, permit, or other entitlement for use and who has a financial interest in the decision. A person actively supports or opposes a particular decision in a proceeding if that person lobbies in person the officers or employees of the agency, testifies in person before the agency, or otherwise acts to influence officers of the agency.
Gov. Code 84308(a)(2)
FPPC Reg 18438.4
Agent
A person who represents a party or participant for
compensation and appears before or otherwise communicates with the governmental agency for the purpose of influencing the pending proceeding. See FPPC Reg 18438.3 for exceptions for certain consultants.
FPPC Reg 18438.3
Competitively Bid
A contract required by law to be awarded to the lowest
responsible bidder with a responsive bid, or, if the successful bidder refuses or fails to execute the contract, to the next lowest bidder with a responsive bid.
FPPC Reg 18438.2(a)(3)(A)
Labor Contract
A contract or agreement reached through collective bargaining or with a representative group regarding the salary, benefits, or terms and conditions under an employment or retirement
policy for employees or retirees, including a project labor agreement entered under Public Contract Code Section 2500.
FPPC Reg 18438.2(a)(3)(B)
Personal Employment
Contract
A contract for employment, including the terms and conditions of employment, between the agency and an agency employee.
A contract with an independent contractor is NOT a personal employment contract.
FPPC Reg 18438.2(a)(3)(C)-
(D)
A party to a proceeding before an agency involving a license, permit, or other entitlement for use shall disclose on the record of the proceeding any contribution in an amount of more than two hundred fifty dollars ($250) made within the preceding 12 months by the party or the party's agent.
A party, or agent to a party, to a proceeding involving a license, permit, or other entitlement for use pending before any agency or a participant, or agent to a participant, in the proceeding shall not make a contribution of more than two hundred fifty dollars ($250) to any officer of that agency during the proceeding and for 12 months following the date a final decision is rendered by the agency in the proceeding.
(Gov. Code, § 84308, emphasis added.)
Attachment D
NONCOLLUSION DECLARATION TO BE EXECUTED BY
BIDDER AND SUBMITTED WITH BID
The undersigned declares:
I am the _________________ of ______________________, the party making the foregoing bid.
The bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The bid is genuine and not collusive or sham. The bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid. The bidder has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or to refrain from bidding. The bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder. All statements contained in the bid are true. The bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, to effectuate a collusive or sham bid, and has not paid, and will not pay, any person or entity for such purpose.
Any person executing this declaration on behalf of a bidder that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the bidder.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on _______________________ [date], at _____________________ [city], ________________ [state].
____________________________________
(Signature of Declarant)
Vice President
Burns & McDonnell Western
Enterprises, Inc.
1/14/2026 Brea
California
City of Roseville | 2026
PAGE 45
Tab H: Exceptions
1898 & Co., part of Burns & McDonnell Western Enterprises Inc. (“1898 & Co.”), has reviewed the City of Roseville (“City”) GIS ESRI Utility Network Data Migration Request for Proposal (RFP #07-104) and all supplemental documents, including the Sample Contract (Attachment C). We agree that upon the award of this project to 1898 & Co. such terms and conditions, subject to final negotiation, can be the basis for mutual agreement.
In general, 1898 & Co. seeks a fair and mutually beneficial Agreement which embodies the following concepts and would propose to discuss modifications to the contract to meet these mutually beneficial objectives.
• A standard of care which is insurable and consistent with industry practices for similar work or services in the location of the Project.
• Standard industry warranties that define the basis of defective work and remedies to correct such defects discovered within a reasonable timeframe.
• Indemnity for third-party claims based upon a party’s fault. • Insurance types and limits appropriate for the scope of work, along with a mutual waiver of subrogation with respect to property insurance.
• Intellectual property terms that allow the City to fully utilize the deliverables for the Project, but also allow 1898 & Co. to retain its rights in pre-existing IP and proprietary software and protects 1898 & Co. from the City’s future reuse of 1898 & Co.’s work product. • Protection on the reliance of information and data provided to 1898 & Co. by the City. • An appropriate aggregate monetary cap on 1898 & Co.’s liability to the City and a mutual waiver of consequential damages.
City of Roseville | 2026
PAGE 46
Tab I: Competency of Proposers
1898 & Co., part of Burns & McDonnell Western Enterprises Inc., confirms that we have the necessary facilities, ability, experience, and financial resources to provide the services specified herein in a satisfactory and timely manner which has been thoroughly demonstrated in the previous sections.
Please list and explain any pending bankruptcies, liens, stop payment notices, judgments, lawsuits, arbitrations, mediations, foreclosures, and any similar actions filed or resolved in the past seven (7) years. • Burns & McDonnell Western Enterprises Inc. does not have any pending bankruptcies, liens, stop payment notices, judgments, lawsuits, arbitrations, mediations, foreclosures, and any similar actions filed or resolved in the past seven (7) years.
Please indicate whether a client has ever terminated a contract with your firm for breach, and if so, please explain.
• Burns & McDonnell Western Enterprises Inc. has never had a client terminate a contract with the firm for breach.
Also, furnish a statement of financial resources demonstrating that the Consultant has the ability to maintain a staff of regular employees, sub-consultants or sub-contractors adequate to ensure continuous performance of work, and demonstrating that the equipment for the work contemplated is sufficient, adequate and suitable.
• Burns & McDonnell is a financially strong, 100 percent employee owned engineering, architecture, construction, environmental, and consulting firm with the resources, experience, and organizational depth necessary to successfully perform the services contemplated. The firm’s strong financial performance is demonstrated by sustained growth and long term stability, with annual revenues of $3.8 billion in 2019, $3.6 billion in 2020, $4.62 billion in 2021, $6.5 billion in 2022, $6.4 billion in 2023, and $6.5 billion in 2024. Burns & McDonnell maintains a confidential amount of cash and investment balances, has no current or long term bank borrowings, consistently achieves positive net income, and maintains backlog levels exceeding $3 billion. As sales and revenues have grown, the firm has expanded its professional staff from approximately 7,600 employees in 2021 to more than 15,000 in 2026, ensuring adequate staffing to support uninterrupted and timely project delivery. Since its founding in 1898, the company has completed only three acquisitions, most recently in 2018, demonstrating a disciplined approach to growth and long term stability. The firm’s robust financial position supports continuous operations, sustained staffing, and ongoing investment in advanced technologies, equipment, software, and quality control systems, enabling effective coordination, documentation, and delivery of high quality services.
City of Roseville | 2026
PAGE 47
Appendix A: Resumes
Drew Haney, GISP
Project Manager
EDUCATION
Masters, Geography
Bachelors, Geography
CERTIFICATIONS
Certified GIS Professional
(GISP)
EXPERIENCE
28 years of experience
Based in San Diego, Drew is a Project Manager and Senior Geographic Information Systems specialist with 28 years' experience in geographic information systems and data analysis, including 17 at 1898 & Co., part of Burns & McDonnell. This experience includes data analysis and support for several California electric utilities, water utilities and ports in their water, transmission and electrical operations. His current responsibilities include managing the geospatial transmission scheduling display for a large California electric utility, GIS project management for a California Water District, technical project management, database and customer support using Geographic Information System (GIS) software, automation, and data integration.
PROJECT EXPERIENCE
CAL WATER FME SUPPORT | California Water Service Group
La Jolla, California | Jan 2024 - current
Project Manager. Drew provided configuration and development of Safe Software Feature Manipulation Engine (FME) translations, workflows, and documentation. Documentation focused on specific areas where FME may need to be adjusted at later dates for Application Programming Interface (API) locations from Google and MuleSoft and other data transformations occurring within the automation. Project management meetings were scheduled to knowledge transfer the FME creation and workflows to internal Cal Water project management personnel. Drew currently manages the client for additional FME processes that are identified.
FAIRFAX WATER UTILITY NETWORK | Fairfax County Water
Authority
Fairfax, Virginia | Oct 2023 - Apr 2024
Senior GIS Consultant. 1898 & Co. is migrating Fairfax Water's GIS asset network into the water distribution ArcGIS Utility Network model. We are conducting a full production deployment in an 11.1 ArcGIS Enterprise cloud environment. 1898 & Co. is conducting an organization-wide stakeholder assessment and requirements gathering report, system architecture design & documentation, and a 3rd-party software impact assessment prior to initiating a data readiness assessment. Following a collaborative data model design
process, we will deploy the Utility Network into a staging environment and a pilot project instance. Following sufficient testing, data cleanup, application migration and dirty area resolution, the Utility Network will be migrated into production. We will also be leveraging our partner, ROK Technologies, to migrate Fairfax Waters ArcGIS Enterprise environment into an Azure managed cloud. Additionally, we will provide Fairfax Water with Change Management services and hydraulic modeling consulting services. 1898 & Co. is migrating Fairfax Water's GIS asset network into the water distribution ArcGIS Utility Network model. We conducted a full production deployment in an
11.1 ArcGIS Enterprise cloud environment. 1898 & Co. conducted a preliminary organization-wide stakeholder assessment and requirements gathering report, system architecture design & documentation, and a 3rd-party software impact assessment prior to initiating the data readiness assessment.
GIS Asset Aggregation to Maximo | Northern California Federal Laboratory Bay Area, California | Jan 2025 – July 2025
GIS Project Manager. Drew consulted with Federal stakeholders to identify disparate data sources of asset information in electric utilities and compile the information and location into Maximo. Automation was used to capture asset information from Single Line Diagrams, pdf’s, and CAD dwg files. The acquired data output was converted to Maximo format that could be consumed in DataSplice to be utilized in field verification.
HUMBOLDT COLLINSVILLE ROUTE SITING GIS | VIRIDON
Humboldt, California | Jul 2024 - ongoing
GIS Project Manager. Drew consulted with Viridon stakeholders to identify and publish GIS data layers needed for route siting analysis for a potential transmission line. Publicly available data services, subscription data sets and project specific data items were all identified and categorized in ArcGIS Online. Data submissions from internal transmission teams were consumed so the Viridon team could identify potential jurisdiction and environmental issues with route crossings. Drew also provided automated tools to calculate disturbance areas and mileage lengths within various jurisdictions for the potential transmission line. Following CAISO award of the project to Viridon, Drew has continued manging route siting updates and structure distance anlaysis for the client.
DIAR Program | SAN DIEGO GAS & ELECTRIC
La Jolla, California | 2019 - 2024
GIS Lead. Burns & McDonnell served as the program manager for the DIAR Program. The firm’s services included preparation of the program execution plan (PEP), planning and execution of drone operations, public outreach, design/engineering for necessary repairs, coordination with various departments, cost management, and oversight for various components of the program. In addition, Burns & McDonnell also provided support for various IT initiatives including the preparation of business requirements, software assessments, and implementation of tools. The development and setup of the DIAR Program occurred simultaneously with the execution of the drone operations, assessments, and design.
SDGE DCRI OTPM | SAN DIEGO GAS & ELECTRIC
San Diego, California | Jun 2018 - Apr 2023
GIS and Automation Lead. GIS Lead for the Distribution Communications Reliability Improvement (DCRI) project, which will improve telecommunications reliability, enhance wildfire protection and improve network availability, reliability and coverage by expanding the use of Falling Conductor Protection (FCP) technology. Primavera P6 schedules and infrastructure locations integrated into the OneTouchPM geospatial portal location, GIS Lead for the Distribution Communications Reliability Improvement (DCRI) project, which will improve telecommunications reliability, enhance wildfire protection and improve network availability, reliability and coverage by expanding the use of Falling Conductor Protection (FCP) technology. Primavera P6 schedules and infrastructure locations integrated into the OneTouchPM geospatial portal location
Ben Stafford, GISP
QA/QC
Ben is a Project Delivery Director at 1898 & Co. and has 18 years of experience as Project Manager and Senior Geospatial Consultant specializing in projects related to Utility Network, geospatial database design & integrations, Cityworks/AMS configurations & implementations, design & construction program management, siting studies, and EV charging spatial analysis. Ben is responsible for defining Spatial Platform Modernization offerings, growing and managing the technical teams responsible for successful delivery, and developing technical requirements for the service offerings. He is responsible for project management tasks including scoping, budgeting, scheduling, client communications, invoicing, and project delivery. Ben has recent experience managing complex geospatial model development and implementation for utilities. He has extensively performed data collection, conversion, management and deployment of web and mobile GIS systems. He has performed tasks related to digitizing, spatial analysis, and 3D analysis. Ben also has experience in application development and requirements testing for mobile and web-based solutions. He is certified in both Esri ArcGIS and as a GIS Professional.
PROJECT EXPERIENCE
Utility Network Model Migration | Fairfax County Water
Authority | Fairfax, Virginia
Project Manager | 1898 & Co. is migrating Fairfax Waters GIS asset network into the water distribution ArcGIS Utility Network model. We conducted a full production deployment in an 11.3 ArcGIS Enterprise cloud environment. 1898 & Co. conducted an organization-wide stakeholder assessment and requirements gathering report, system architecture design & documentation, and a 3rd party software impact assessment prior to initiating a data readiness assessment. Following a collaborative data model design process, we deployed the Utility Network into a staging environment and then a pilot project instance.
Following sufficient testing, data cleanup, application migration and dirty area resolution, the Utility Network was migrated into production.
Migrated Fairfax Water’s ArcGIS Enterprise environment into an Azure managed cloud. Additionally, we will provide Fairfax Water with Change Management services and hydraulic modeling consulting services.
EDUCATION
Bachelors, Geography
CERTIFICATIONS
Certified GIS
Professional;
Esri Certification -
Desktop
EXPERIENCE
18 years of experience
-------------------------------
KC Water ArcGIS Utility Network Assessment & Pilot | Kansas City, Missouri | Kansas City, Missouri
Project Manager | 1898 & Co. assisted KC Water with an ArcGIS Utility Network readiness assessment and pilot project. The goal of the project was to help KC Water take the first steps toward migrating their existing Sewer, Water, and Stormwater GIS databases to the ArcGIS Utility Network. 1898 & Co. staff performed a variety of tasks to help KC Water prepare to migrate to the ArcGIS Utility Network including:
Review of the existing GIS data schema and mapping it to the Utility Network data models for wastewater and stormwater. Creation of an asset package that includes KC Water specific requirements including combined sewer asset types. Sewer data quality review using the ArcGIS Data Reviewer Data cleanup to assist with resolving sewer system type issues identified during the data quality review Third-party software integration assessment to determine the level of impact migration to the ArcGIS Utility Network would have on KC Waters Infor Public Sector CMMS, Innovyze hydraulic modeling and asset management analytics, as well as the organizations Wincan CCTV management system. A preliminary data migration from the Geometric Network to the Utility Network. The sewer database was migrated to the newly created KC Water sewer asset database.
Ben provided project Management and GIS consulting services to the KC Water Department’s initiative of converting their existing Esri Geometric Network-based combined sewer GIS to the new Esri Utility Network model. Actively engaged the client in data workshops to evaluate existing wastewater and stormwater GIS data, Hansen Asset Management System (AMS) data, and integrations with other external business systems, in order to provide strategic recommendations on how the data should be loaded to the Esri UN. Authored AM/CMMS Risk Register and documentation. Actively built out a database schema that uses Esri's Sewer UN model as a base, and incorporated elements from the Stormwater UN model to address the combined sewer infrastructure in a single cohesive model. Managed subconsultants that performed data cleanup tasks.
Established development UN and sandbox UN in client environment with GN to UN syncing configuration.
Authored a Closeout & Next Steps document recommending a path to full deployment.
ArcGIS Utility Network Readiness Assessment & Roadmap | Unified Government of Wyandotte Co. KCK | Kansas City, Kansas
Project Manager | 1898 & Co. completed an ArcGIS Utility Network Readiness Assessment & Roadmap with the Unified Government of Kansas City Kansas and Wyandotte County. During the assessment staff performed a review of the existing data schema and mapped it to the ArcGIS Utility Network data models for wastewater and stormwater. 1898 & Co. reviewed existing GIS editing extensions and outlined which tools would and would not be able to be replicated out of the box with ArcGIS Pro Attribute Rules and Dynamic Values. Staff reviewed third-party software integrations to determine the level of impact migration to the ArcGIS Utility Network would have on the third-party systems integrated with the GIS, including any schema requirements for Lucity integration. 1898 & Co. performed a pilot area data migration from the Geometric Network to the Utility Network. The pilot area was then exported and delivered to the client as an Asset Package. Ben served as project manager for an ArcGIS Utility Network Readiness Assessment & Roadmap with the Unified Government of Kansas City Kansas and Wyandotte County. During the assessment staff performed a review of the existing data schema and mapped it to the ArcGIS Utility Network data models for wastewater and stormwater. 1898 & Co. reviewed existing GIS editing extensions and outlined which tools would and would not be able to be replicated out of the box with ArcGIS Pro Attribute Rules and Dynamic Values.
Matt Seidl, PE
Process and Requirements Lead
Matt is a utility industry and engineering professional with over 20 years of experience leading change and modernizing utility technologies and processes. Matt has enjoyed leading teams for the past 17 years and has developed a great track record of providing vision and leadership as an implementer of enterprise processes and technology solutions. His broad career experience includes leading both business and IT applications teams, building Utility of the Future vision and strategy, managing the geographic information systems department, managing enterprise projects, selecting solutions, creating businesses cases, and marketing projects internally. Matt is excited to leverage the latest technologies and data to insure employees have the right information at the right time to make great decisions.
PROJECT EXPERIENCE
GUC – UTILITY NETWORK DESIGN | GREENVILLE
UTILITIES COMMISSION | Greenville, North Carolina | July 2025 - Jan 2026
Ancillary Systems & Integration Lead | Lead Discovery workshops with electric utility and natural gas stakeholders. Analyzed and documented current state business processes. Wrote current state assessment document. Assessed and documented GIS Interfaces for current and future state. Assessed and documented GUC's Esri portal components. Performed financial sensitivity analysis for program cost estimates. Collaborated with project team on deliverables.
Contributed to project deliverables * Current State Assessment - Lead and Primary Writer * Future State Assessment - Lead and Primary Writer * Implementation Roadmap - Contributor and Primary Editor
EVERGY ARCGIS UTILITY NETWORK INITIALIZATION AND
IMPLEMENTATION ROADMAP | EVERGY KANSAS CENTRAL
INC | Kansas City, Missouri | April 2025 - Nov 2025
Discovery and Requirements Workstream Lead | Discovery Lead Discovery Lead -Lead Discovery workshops with electric utility stakeholders. -Analyzed and documented current state business
EDUCATION
Masters, Agricultural
Engineering
Bachelors, Agricultural
Engineering, Soil and
Water Emphasis
CERTIFICATIONS
Professional Engineer,
Civil, State of Nevada
EXPERIENCE
20+ Years of experience
-------------------------------
LinkedIn
Matt Seidl | LinkedIn
processes. -Wrote current state assessment document. Requirements Lead -Lead Requirements gathering workshops with 18 electric utility stakeholder groups. -Analyzed 150 existing documents and extracted requirements. -Developed Requirements Traceability Matrix and prioritization methodology for 425 highlevel requirements. Collaborated with project team on project deliverables. * Current State Assessment - Lead and Primary Writer * High-Level Requirements Traceability Matrix - Lead and Primary Writer * Future State Architecture Analysis - Contributor and Primary Editor * Solution Validation Confirmation Presentation - Contributor and Presenter
PRIOR EXPERIENCE
Black Hills Energy
Director, Utility Technology Systems
• Led a team of 49 full-time employees supporting our GIS, field service, and work management processes and technologies with an annual budget of $12 million. • Successfully delivered a multi-year enterprise-wide Field Service. Management project serving over 1400 field and back-office employees with a budget above $20 million. Project was completed within 2% of estimate with 99.5% of requirements delivered.
• Guided our GIS teams to reduce distribution gas and electric backlogs from years down to 30 days.
BHE’s GIS team was recognized by AGA as a best practice in 2023. • Directed our $10 million annual data improvement program.
Director, Enterprise Data and Analytics
• Centralized analytics teams from across the Black Hills Energy organization. • Developed BHE’s first ED&A strategy and managed ED&A program. • Leveraged analytics tools and methodologies in support of enterprise jurisdictional simplification project.
Director, IT Business Applications
• Led a team of 70+ full-time IT employees and managed a $14 million budget supporting the majority of business applications including CIS, ERP, GIS, OMS, mobile dispatch, web, etc. • Developed support and business case for the Customer Usage data lake, BHE’s largest enterprise-grade investment in Analytics.
• Led the analysis and creation of CIS University, a strategic initiative to build continuing support for our aging customer information system.
• Developed support for our enterprise Technology Evolution strategic initiative to quantify and address gaps across our technology functions including planning and prioritization.
Utility of the Future Strategy Lead, Stretch Assignment • Developed company’s Utility of the Future strategy for transformation and modernization of operations aimed to improve of the lives of our employees and customers. • Led multi-year enterprise projects implementing the company’s first iOS mobile devices, field service management technology, enterprise-wide schedule optimization and asset management technologies.
Cristin Holmgren, UN Specialty
Utility Network Lead
Cristin Holmgren is a GIS professional well versed in spatial analysis, linear referencing, modeling, database design & database configuration.
Ms. Holmgren started her GIS career in the Oil and Gas industry where she was responsible for designing geospatial databases and implementing GIS solutions for several of the largest pipeline industry companies. She has expanded her geospatial expertise to include the energy, telecom, wastewater and water industries. Ms. Holmgren’s can analyze, organize, and process internal and external client data and has worked in renewable energy, electric transmission, water,
wastewater/stormwater, electric reconductoring, site/route selection, database design, fiber design & management, and 3D analysis projects.
She has knowledge of Esri’s Enterprise environment and the administration of the ArcGIS Online environment as well as experience in the implementation of Esri’s Utility Network Solution. She is also Esri Utility Network Specialty and Schneider Electric EcoXpert Certified.
PROJECT EXPERIENCE
Evergy Utility Network Initialization | Evergy | Topeka, Kansas | April 2025 – December 2025
UN Consultant | Cristin assisted Evergy with an ArcGIS Utility Network readiness assessment, mapping workshop, pilot and POC
implementation. The goal of the project was to help Evergy create a 90% Utility Network model to help facilitate a future migration to the UN.
She performed the following tasks to help the client prepare for migration: Review of the existing GIS data schema and leading collaborative workshops to facilitate mapping to the ArcFM Electric Distribution Utility Network model. Creation of an asset package that includes Evergy specific requirements including field additions for asset management, ADMS and other internal stakeholders. Data quality review using the ArcGIS Data Reviewer in both ArcMap and ArcPro was conducted. Conducted a preliminary data migration from the current state to the Utility Network. Deployed Utility Network to a new clientside POC environment. Cristin led the technical side of the effort in the creation, migration and POC implementation of the Utility Network developed in this project.
EDUCATION
General Studies, 2001
EXPERIENCE
24 years of experience
CERTIFICATIONS
Esri Utility Network
Specialty
Schneider Electric
EcoXpert
-------------------------------
First Energy Transmission Utility Network | First Energy | Akron, Ohio | July 2024 – Jan 2026
UN Consultant | Facilitated data mapping meetings with shareholders to plan for the migration of electric transmission assets to the Utility Network. Customized the OOTB Esri UN Transmission model to align with First Energy's business processes where possible and provided training on new modernized solutions for legacy workflows. Performed data migration of sample dataset to assist First Energy staff in familiarizing themselves with new model prior to go-live. Performed many iterations of whole system migrations to test and update model as needed.
Fairfax Water- Utility Network | Fairfax County Water Authority | Fairfax, Virginia | July 2023 – Jan 2025
UN Consultant | Cristin assisted Fairfax Water with an ArcGIS Utility Network readiness assessment and implementation. The goal of the project was to help Fairfax Water migrate their existing On-Prem Water Network to the ArcGIS Utility Network in the cloud. She performed the following tasks to help the client prepare for migration: Review of the existing GIS data schema and leading collaborative workshops to facilitate mapping to the Water Distribution Utility Network Foundation Solution. Creation of an asset package that includes Fairfax Water specific requirements including field additions for hydraulic modeling and other internal stakeholders. Water data quality review using the ArcGIS Data Reviewer in both ArcMap and ArcPro. Data cleanup of errors identified during the data quality review for Pilot Area. Conducted a preliminary data migration from the current state to the Utility Network. Deployed Utility Network to a new Managed Cloud Solution test environment. Cristin also led knowledge transfer training sessions for the Fairfax team on how to edit & manage the Utility Network. Cristin led the technical side of the effort in the creation, migration and implementation of the Water Utility Network developed in this project. She also created and implemented new rules to support Fairfax Water's use case. She created and updated the data dictionary. Cristin also stood up and implemented the production UN in the cloud environment.
KC Water ArcGIS Utility Network Assesment | Kansas City Missouri | Kansas City, Missouri | June 2021 - Aug 2021
GIS analyst | 1898 & Co. assisted KC Water with an ArcGIS Utility Network readiness assessment and pilot project. The goal of the project was to help KC Water take the first steps toward migrating their existing Sewer, Water, and Stormwater GIS databases to the ArcGIS Utility Network. 1898 & Co. staff performed a variety of tasks to help KC Water prepare to migrate to the ArcGIS Utility Network including: Review of the existing GIS data schema and mapping it to the Utility Network data models for wastewater and stormwater.
Creation of an asset package that includes KC Water specific requirements including combined sewer asset types. Sewer data quality review using the ArcGIS Data Reviewer. Data cleanup to assist with resolving sewer system type issues identified during the data quality review.
Darris Friend, GISP, UN Specialty
Solution Architect
Darris is a senior GIS specialist with 25 years of experience using, supporting and administering Esri’s ArcGIS Enterprise platform for the fifth largest municipal utility in Florida. He is certified by Esri as an ArcGIS Utility Network Associate. Darris was recognized by Esri as an Electric GIS Hero in 2021. He is a member of Panasonic Utility & Energy Advisory Council and volunteers on the Central Florida GIS Workshop Committee. He has presented Utility GIS related topics at TC Technology PAG, Esri GeoConX, SSP Innovations Illuminate, FMEA 2022 Hurricane Preparedness, Cityworks Innovate 2022, Esri User Conference 2023, Spatial Business Systems' PUG 2023 and the Central Florida GIS Workshop 2025. Darris harbors the ability to communicate and present complex information to technical and non-technical audiences with experience presenting to City Commissioners, Utility Advisory Board, Executives, Managers, technical staff, End Users and at GIS conferences.
PROJECT EXPERIENCE
Esri Utility Network Design Services | Greenville
Utilities Commission
Senior UN Consultant | As the technical lead for Greenville Utilities Commission’s Esri Utility Network Design initiative, Darris spearheaded the future-state design of the organization’s Electric and Gas Utility Network data models. He assessed the existing Electric and Gas GIS architecture, documenting how data flows among OMS, SCADA, CIS, and GIS. As part of the team effort, he assisted in developing a high-level roadmap with timelines, risks, impacts and key decision points such as consideration facilities design application and OMS replacements, Darris also conducted the Utility Network Data Readiness assessment for GUC’s current GIS data and transitioned each model into a pilot Utility Network environment.
Utility Network Initialization Phase | Evergy
Project team | As part of the project team supporting Evergy’s Esri Utility Network Initialization, Darris contributed to multiple phases of the project including Discovery, Requirements Gathering, Data Readiness and Future State Readiness activities and deliverables.
EDUCATION
A.S., Engineering
LICENSES/
CERTIFICATIONS
Certified GIS
Professional,
Esri ArcGIS Utility
Network Specialty
Associate 2024
EXPERIENCE
25 years of relevant
experience
Esri Utility Network Discovery | American Transmission Company Project team | As part of the project team supporting American Transmission Company’s Esri Utility Network Discovery initiative, Darris contributed to both the current-state assessment and future-state design of the organization's GIS workflows. He helped evaluate how GIS was being used across the enterprise, identified opportunities to improve data quality and operational efficiency, and supported the development of a Utility Network implementation roadmap. Darris also assisted in strengthening data governance practices related to transmission line information managed in PLS-CADD and Esri GIS, helping ATC establish a clearer path toward a modernized and more integrated geospatial environment.
GIS Data Governance | NextEra Energy Resources
Senior GIS Consultant | As a Senior GIS Consultant, Darris supported NextEra Energy Resources in evaluating and improving the governance and use of geospatial data across key business processes and departments. He helped assess existing workflows, data practices, and outputs, contributing to recommendations that strengthened process standardization and improved the consistency and quality of geospatial information.
Darris assisted in prioritizing NEER’s internal datasets, developing organizational and process enhancements, and supporting the creation of a proof-of-concept Geospatial Project Viewer that demonstrated recommended improvements in practice. He also contributed to the development of a GIS data governance roadmap to guide NEER’s future modernization efforts.
Strategic Asset Management Advisor and Pilot | Port Of Corpus Christi Authority Project team | As part of the project team supporting the Port of Corpus Christi Authority, Darris served as a technical lead in implementing a pilot Enterprise Asset Management (EAM) system aligned with ISO 55001 and the Port’s Strategic Asset Management Plan. He configured Trimble Cityworks to reflect the Port’s defined business processes, building workflows for service requests, inspections, and work orders that capture essential equipment, labor, material, and asset condition information. Darris developed dashboards to provide insight into maintenance costs and asset condition, enabling more informed capital planning and risk management. He also documented standard operating procedures for key Cityworks user roles: office staff, field personnel, and system administrators—and provided training to support effective system adoption and ongoing use.
GIS SUPPORT | City of Alachua, FL
Project team | As part of the GIS support team for the City of Alachua, Darris provides both onsite and remote assistance to the City’s IT/GIS staff, supporting the administration of ArcGIS, map digitization efforts, and comprehensive GIS data cleanup. Serving as Technical Lead, he oversees data quality improvements, guides the upgrade of the City’s ArcGIS Enterprise environment, and leads the enhancement of the Trimble Cityworks Asset Management system. Darris also configures ArcGIS Field Maps to support the City’s as-built workflows and is developing a three-year GIS strategy roadmap to guide future modernization, system improvements, and operational alignment.
ARCFM/GIS | Beaches Energy Services
Senior GIS Specialist | As a Senior GIS Specialist supporting Beaches Energy Services, Darris serves as the technical lead for installing and configuring ArcGIS Enterprise and implementing ArcFM Mobile. His work enables key utility workflows, including the management of as-built designs produced using Spatial Business Systems’ Automated Utility Design, and supports the organization’s broader efforts to modernize and integrate its GIS and mobile field operations platforms.
Eva Shafman
GIS Data Lead
Eva is a Lead Geospatial Information System (GIS) Analyst at 1898 & Co., where she provides expert geospatial and data management solutions for large-scale utility modernization projects. She is adept at driving project success by gathering and translating complex GISspecific requirements into comprehensive design documentation and technical support. Eva is instrumental in GIS build efforts, which includes implementing ArcFM XI tools and workflows to support longterm team enablement. She also assists in quality assurance by developing and executing detailed test cases and scripts for critical system integrations supporting major utility go-lives. Throughout her roles, she utilizes her expertise in ArcGIS Pro, ArcGIS Online, and Feature Manipulation Engine (FME) to automate data processes, conduct spatial analysis, and set up field applications like ArcGIS Field Maps for real-time data management.
PROJECT EXPERIENCE
FME Support Services | California Water Services
FME support | Eva helped with the development of automated data processes using FME. She configured translations and workflows using logic and data from Application Programming Interfaces (APIs) for additional functionality and transformation of the Supervisory Control and Data Acquisition (SCADA) system.
GIS Utility Network Implementation| Evergy
GIS Design & Business Analyst | Eva serves as a key analyst on a utility network modernization and system implementation project, contributing across the full project lifecycle. She is responsible for gathering GIS-specific business requirements and executing these findings by designing comprehensive test cases and scripts for high-level system integration and quality assurance. She also supports the GIS build effort by creating workflows of the implementation of ArcFM XI tools to ensure long-term success for both fiber and electric networks.
GIS Work Order Support | Evergy
GIS Analyst | This project aims to support ageing electric distribution workorders through GIS data entry. Eva helps in reviewing as-builts and verifying that all design types and materials are correctly submitted by designers in Mas 8. She translates these jobs into an ArcFM Designer environment for a complete operational system.
EDUCATION
Bachelor of Science,
GeoDesign from University
of Southern California
EXPERIENCE
3 years of experience
-------------------------------
GIS Data Design Support | Arizona Public Safety (APS)
GIS Analyst | This project works to meet a compressed project timeline for electric distribution service ticket entries. Eva helps to energize certain areas through GIS service ticket entry within an ArcFM Designer environment.
Real Estate Data Management | Southern California Edison GIS support | This project analyzes various Southern California land data for transmission line siting. Eva assisted in creating layers of potential disturbance areas for the implemented structures using spatial analysis tools and automating the tabulation of road and work area disturbances.
Electric Vehicle Resiliency Study | Pacific Gas & Electric (PG&E) GIS Analysis | This comparative assessment of resiliency technology options for PG&E’s future electric fleet included a high-level GIS exercise. Eva created a GIS model of PG&E’s facilities that host fleet vehicles, analyzing the spatial relationships between them. This provided various optimal solutions for PG&E’s decision-making process.
Catalina Island Inventory | Southern California Edison (SCE) GIS support | Eva geocoded existing water service addresses in the Catalina Island area for field assessment. She helped configure the field application in ArcGIS Field Maps for inventory assessment of SCE’s services to stay in compliance with the Division of Drinking Water (DDW). She compiled all field mapping edits and photos into a geodatabase.
Angeles Hydrogen Project Data Manipulation | Southern California Gas GIS Support | Southern California Gas (SCG) is implementing what could be the nation’s largest clean, renewable hydrogen energy pipeline system. Eva has assisted with compiling and manipulating data needed to support SCG’s efforts.
Distribution Communications Reliability Improvement | San Diego Gas & Electric Support | Automation GIS Lead for the Distribution Communications Reliability Improvement (DCRI) project, which will improve telecommunications reliability, enhance wildfire protection and improve network availability by expanding the use of Galling Conductor Protection (FCP) technology. Primavera P6 schedules, infrastructure locations were integrated into the OneTouchPM™ geospatial portal location.
Transmission Engineering Department Projects | San Diego Gas & Electric GIS support | This consultation utilizes multiple spatial data and imagery in the OneTouchPM™ implementation for the transmission projects. Eva assisted in updating the geospatial view with new data and working with the client to ensure all projects and schedules were displayed correctly.
Drone Investigation, Assessment, and Repair (DIAR) Program | San Diego Gas & Electric
GIS Analyst | Our firm provided San Diego Gas & Electric Company with services to support the company's Drone Investigation, Assessment & Repair (DIAR) program, which was one of their key fire mitigation efforts.
Eva created map figures and conducted analysis on poles within the High Fire Threat Districts.
Reconductoring | Hawaiian Electric Company (HECO)
GIS support | Eva helped with updating symbology, changing domain values, and editing tools within an ArcGIS Online map for the client’s need to manipulate and visualize the next phase of distribution projects.
Data Compilation | Arizona Public Safety (APS)
GIS support | Eva worked with internal project manager to create an ArcGIS Online display of 30 datasets.
She converted data from kmz, excel, and shapefile to create and maintain the project geospatial view.
Chad Pinarija
Client Engagement Director
Chad is the Client Engagement Director at 1898 & Co. for the California region and will serve as the client liaison for this projects. His responsibilities include maintaining client relations, account management, and advising on client engagements. As the Client Engagement Director, Chad will work with the Project Manager and client leadership throughout the duration of the contract to drive client success in all aspects of the engagement. He received his degree in Managerial Economics from the University of California, Davis and brings a wealth of knowledge serving regional clients.
PROJECT EXPERIENCE
ENTERPRISE DATA STRATEGY, ROADMAP, AND
IMPLEMENTATION / PUBLIC UTILITY DISTRICT NO 1 OF
COWLITZ COUNTY
Longview, Washington / May 2023 - Current
Client Engagement Manager Establish a vision, strategy, and roadmap to better utilize data to improve current processes, solve business challenges, and create new capabilities. The project consists of initial workshops with leadership to establish vision and subsequent workshops with each business unit to understand their unique challenges and needs. Final deliverables will include a vision statement, a strategy document covering topics around
organizational approach, staffing, projects, technology considerations, prioritized user cases and a detailed roadmap outlining next steps for implementation. A As a result of this project, Cowlitz PUD now has a clear understanding of what the concept of data-driven means for their organization and how they can achieve their vision through people, process, and technology.
Upon completion of the data strategy and roadmap, we have implemented a data warehouse solution, currently managing the roadmap and backlog, and delivering use cases to enable a datadriven organization.
FME SUPPORT / CALIFORNIA WATER SERVICES COMPANY
San Jose, California / Dec 2023 - Current
Engagement Manager Providing configuration and development of Safe Software Feature Manipulation Engine (FME) translations, workflows, and documentation for Cal Water. Documentation was
EDUCATION
Bachelors, Managerial
Economics
EXPERIENCE
13 years of experience
provided to the client focused on specific areas where FME may need to be adjusted at later dates for Application Programming Interface (API) locations and other data transformations occurring within the automation. Following these translations being placed into production, written documents and training are provided to the client for ongoing internal maintenance of the translations.
GENERATION IT PROGRAM / SOUTHERN CALIFORNIA EDISON
Rosemead, California / June 2022 - Current
Client Engagement Manager Our team provides program and product management support to help deliver generation IT solutions in a scalable, outcomes-oriented manner to Southern California Edison (SCE). The team is working to enhance the ability to deliver projects more quickly, predictably, and considering prioritization of business value through our strategic partnership alongside the SCE team.
This program includes projects delivering integration for 500+ MW battery power across 3 plants, designing solution to support integration of multiple power sources including additional batteries in one control center, and providing support across hydro plants including control upgrades, warning systems and telecom improvements. In addition, the team is increasing the overall value to the SCE generation business unit by helping enable agile delivery concepts that support a Product Team structure that focuses on delivering business outcomes.
RATE CASE SUPPORT - PROJECT MANAGEMENT INFORMATION SYSTEMS / GOLDEN STATE
WATER COMPANY
San Dimas, California / December 2022 – May 2023
Owner’s Advisor Provided comprehensive owner's advisor support to assist in navigating and optimizing their rate case for a Project Management Information System (PMIS) implementation. Through strategic guidance, the goal is to ensure our client's rate case accurately reflects the value and benefits of procuring a PMIS. This engagement empowered the client to secure necessary funding while showcasing the system's potential to enhance project efficiency, transparency, and overall organizational success.
CAPITAL PROGRAM DELIVERY ASSESSMENT/ GOLDEN STATE WATER COMPANY San Dimas, California / March 2022 - November 2022
Project team Our team provided a comprehensive review and analysis of the clients’ approach to leading Capital Program Delivery. Analysis was performed in nine program execution steps - from budgeting, to prioritization, all the way through design, procurement, construction, and closeout.
Activities included interviews with key staff, analysis of project outcomes, design and specification review, comparison to best practices, and recommendations for improvements. We provided GSWC with over 20 different recommendations, focusing on higher capital program output, improving project delivery success, minimizing errors and rework, and allowing staff to "do more with the same".
Enterprise BI Roadmap
Port of Portland / November 2021 – January 2022
Engagement Lead | Developed a strategy to evolve their Enterprise Business Intelligence (BI) practice from a low state of maturity to an enhanced state able to leverage valuable information to make informed decisions. The project team worked with stakeholders to understand expectations then developed an architecture and supported roadmap for delivery. The roadmap included people, process and technology needs laid out on a timeline supported by a budgetary estimate.
Brian Hiller, UN Specialty, MBA, PCCM
Senior Managing Director / GIS Solutions
Brian is the National Senior Managing Director of GIS Solutions at 1898 & Co. and has nearly two decades of experience helping electric, water and wastewater utilities leverage GIS and asset management systems.
He has led multiple Cityworks AMS, Cityworks PLL, and Cityworks Online implementations and assisted with enterprise GIS deployments including implementation of the ArcGIS Utility Network for water utilities. Brian started his career with a water and sewer utility, worked on Esri’s global water team, and he leads 1898 & Co.’s GIS business. He is Esri ArcGIS Utility Network certified, and also a Prosci Certified Change Manager.
PROJECT EXPERIENCE
Utility Network Model Migration | Fairfax County Water
Authority
Principal-in-Charge | 1898 & Co. is migrating Fairfax Waters GIS asset network into the water distribution ArcGIS Utility Network model. We are conducting a full production deployment in an 11.1 ArcGIS Enterprise cloud environment. 1898 & Co. is conducting an organizationwide stakeholder assessment and requirements gathering report, system architecture design & documentation, and a 3rd party software impact assessment prior to initiating a data readiness assessment. Following a collaborative data model design process, we will deploy the Utility Network into a staging environment and then a pilot project instance.
Following sufficient testing, data cleanup, application migration and dirty area resolution, the Utility Network will be migrated into production. Migrated Fairfax Water’s ArcGIS Enterprise environment into an Azure managed cloud. Additionally, we will provide Fairfax Water with Change Management services and hydraulic modeling consulting services.
KC Water ArcGIS Utility Network Assessment | Kansas
City, Missouri
Technical lead | 1898 & Co. assisted KC Water with an ArcGIS Utility Network readiness assessment and pilot project. The goal of the project was to help KC Water take the first steps toward migrating their existing Sewer, Water, and Stormwater GIS databases to the ArcGIS Utility Network. 1898 & Co. staff performed a variety of tasks to help
EDUCATION
Masters, Business
Administration
Bachelors, Geography
CERTIFICATIONS
Esri ArcGIS Utility
Network Specialty
Prosci Certified
Change Manager
EXPERIENCE
18 years of experience
-------------------------------
LinkedIn
Brian Hiller | LinkedIn
KC Water prepare to migrate to the ArcGIS Utility Network including: Review of the existing GIS data schema and mapping it to the Utility Network data models for wastewater and stormwater. Creation of an asset package that includes KC Water specific requirements including combined sewer asset types. Sewer data quality review using the ArcGIS Data Reviewer. Data cleanup to assist with resolving sewer system type issues identified during the data quality review. Third-party software integration assessment to determine the level of impact migration to the ArcGIS Utility Network would have on KC Waters Infor Public Sector CMMS, Innovyze hydraulic modeling and asset management analytics, as well as the organizations Wincan CCTV management system. A preliminary data migration from the Geometric Network to the Utility Network.
The sewer database was migrated to the newly created KC Water sewer asset database. Development of a test environment that KC Water can work with and test the ArcGIS Utility Network Setup of a toolset that synchronizes content from the Geometric Network to the Utility Network.
ArcGIS Utility Network Services | Confidential Client
Project Manager | Developed CADD to GIS automated ETL solution with FME Server to update ArcGIS Utilities datasets from CADD (.dwg,. dgn) data sources stored in Project Wise. Brian is project manager for a GIS implementation project with a large defense contractor that owns and operates hundreds of buildings on campuses throughout the United States and around the world. The project involves ArcGIS system implementation and configuration, ArcGIS Enterprise Geodatabase (SDE) design, CAD (MicroStation and AutoCAD) to GIS conversion using the Safe Software FME platform, integration with facility management data from IBM Tririga, systems integration, development of an Unmanned Aerial Vehicle (UAV) program to perform inspections using high resolution traditional imagery and thermal imagery, and an ArcGIS Utility Network pilot.
Utility Network Readiness Assessment | Omaha, Nebraska
Project Manager | 1898 & Co. conducted an ArcGIS Utility Network readiness assessment for the City of Omaha Public Works Department to evaluate organizational readiness and identify tasks required to migrate from the existing GIS environment. The effort included reviewing and mapping the current GIS data schema to Utility Network models for wastewater and stormwater, assessing third-party integrations (Cityworks and GraniteXP), evaluating existing Attribute Assistant tools against ArcGIS Pro Attribute Rules and Dynamic Values, and executing a pilot migration from the Geometric Network to the Utility Network delivered as an Asset Package. The team also established a Microsoft Azure sandbox for testing. Brian served as project manager, leading the assessment and migration planning effort.
Cityworks Implementation | City of Shreveport, LA Water & Sewerage Department GIS and Cityworks Lead| 1898 & Co. implemented Cityworks Online with the City of Shreveport Department of Water & Sewerage and the SPAR departments. The implementation supported over 250 staff from the Water and Wastewater Treatment Divisions, Field Operations (responsible for maintaining the water distribution network and the sanitary sewer collections network), customer service, and the SPAR Department (Parks and Recreation, Grounds Maintenance, Events, and Warehouse). In addition to migrating the legacy on-premises system to Cityworks Online environment, 1898 & Co. helped to optimize legacy workflows, performing data migration, and integrating Cityworks Online with SewerAI CCTV (sewer main pipe inspection software), QAlert (citizen service request application), and UMBS (the CIS/Water & Sewerage Utility billing system). 1898 & Co. team also provided GIS system updates to improve the quality of data in the GIS and user training and organizational change management support to improve the adoption of the new technology.
City of Roseville | 2026
PAGE 48
Appendix B: Example Project Log
To support disciplined project management, transparency, and effective coordination, 1898 & Co. will utilize its standard Project Workbook, a structured, living set of project management tools maintained throughout the engagement. This workbook consolidates the project-level logs requested in the RFP and is actively used by the Project Manager to track progress, decisions, risks, and changes across all phases of the project lifecycle.
The Project Workbook is maintained as a working document and updated regularly to support status reporting, issue resolution, and decision-making.
Screenshots of the Project Workbook is included in this appendix B and the excel file is attached separately.
Action Items
The image below illustrates the Action Item Log used by 1898 & Co. to capture, assign, and track action items arising from project meetings, workshops, testing activities, and decision points. This log supports the RFP requirement for an Action Item Log and is used to maintain accountability, track ownership, and confirm timely resolution of project actions throughout the delivery lifecycle.
RFP mapping:
✔ Action Item Log
✔ Action Item Log
City of Roseville | 2026
PAGE 49
Change Log
The image below illustrates the Change Log used by 1898 & Co. to document scope-related changes, potential change orders, and key project decisions.
The log captures the reason for change, impact considerations, approval status, and implementation tracking, supporting the RFP requirement for a Change Order Log and Key Decision Log while maintaining a clear audit trail.
RFP mapping:
✔ Change Order Log
✔ Key Decision Log
✔ Risk Log
City of Roseville | 2026
PAGE 50
Deliverables Tracker and RACI Matrix
The image below illustrates the Deliverables Tracker and RACI Matrix used to define roles, responsibilities, and accountability across project activities and deliverables. This matrix supports effective governance, escalation, and coordination between 1898 & Co., the City of Roseville, and subconsultants, and aligns with the RFP’s expectations for clear project team roles and responsibilities. The Deliverables Tracker will be used to track and monitor both City of Roseville deliverables and internal 1898 & Co. project team deliverables across the project lifecycle.
RFP mapping:
✔ Project deliverable tracking
✔ Project governance and role clarity
✔ Assurance of designated project team
City of Roseville | 2026
PAGE 51
Submittal Log
The image below illustrates the Submittal Log used to track formal deliverables, submission dates, review cycles, feedback status, and acceptance milestones. This log supports schedule control, review management, and compliance with agreed deliverable timelines, and contributes to disciplined project execution.
RFP mapping:
✔ Project deliverable tracking
✔ Issue Log
City of Roseville | 2026
PAGE 52
Schedule
The image below illustrates the Schedule Tracking tab used by 1898 & Co. to monitor task-level activities, milestone progress, and dependencies. This log supports the RFP requirement for effective project scheduling and is used to identify potential impacts to the critical path and inform schedule-related decision-making.
RFP mapping:
✔ Project schedule management
✔ Progress tracking and reporting
City of Roseville | 2026
Attachment G: Project Schedule
ID Task Name Duration Start Finish
1 Task 1: Initialization 15 days Mon 6/15/26 Fri 7/3/26 2 1.01 Kickoff Onsite 5 days Mon 6/15/26 Fri 6/19/26
3 1.02 Data Readiness Assessment 10 days Mon 6/22/26 Fri 7/3/26 4 Task 2: Design Architecture 44 days Wed 7/1/26 Mon 8/31/26 5 2.01 ArcFM XI Solution Architecture Workshop 3 days Wed 7/1/26 Fri 7/3/26 6 2.02 ArcFM XI Apps & Services - Header Only 43 days Wed 7/1/26 Fri 8/28/26 7 2.03 EXI - Apps and Services 5 days Mon 7/6/26 Fri 7/10/26 8 2.04 System Integration Overview 1 day Mon 7/13/26 Mon 7/13/26 9 2.05 Architecture Documentation and Review 6 days Tue 7/14/26 Tue 7/21/26 10 2.06 Document Approval 1 day Wed 7/22/26 Wed 7/22/26 11 2.07 ArcFM UN Data Model Workshop 3 days Thu 7/23/26 Mon 7/27/26 12 2.08 ArcFM UN Data Modeling and Review 5 days Tue 7/28/26 Mon 8/3/26 13 2.09 Document Approval 3 days Tue 8/4/26 Thu 8/6/26
14 2.10 Asset Maintenance Lifecycle Workshops - HEADER ONLY 2 days Wed 7/1/26 Thu 7/2/26 15 2.11 Business Process Review Workshop 6 days Fri 8/7/26 Fri 8/14/26 16 2.12 Business Process Documentation 12 days Thu 8/6/26 Fri 8/21/26 17 2.13 Document Approval 6 days Mon 8/24/26 Mon 8/31/26 18 Task 3: Design Requirements 88 days Tue 9/1/26 Thu 12/31/26 19 3.01 Editor XI | Asset Maintenance Lifecycle - HEADER ONLY 88 days Tue 9/1/26 Thu 12/31/26 20 3.02 GIS Editing Workflow and Tools 7 days Wed 9/2/26 Thu 9/10/26 21 3.03 GIS Editing workflow Documentation 6 days Wed 9/16/26 Wed 9/23/26 22 3.04 Document Approval 56 days Thu 9/24/26 Thu 12/10/26 23 3.05 Editor | Asset Maintenance Lifecycle 51 days Thu 10/1/26 Thu 12/10/26 24 3.06 System Integration Workshop - With GIS System 12 days Fri 12/11/26 Mon 12/28/26 25 3.07 System Integration Requirement Documentation 37 days Tue 12/29/26 Wed 2/17/27 26 3.08 Document Approval 15 days Thu 2/18/27 Wed 3/10/27 27 3.09 Configuration Workshop 15 days Thu 2/18/27 Wed 3/10/27 28 3.10 Asset Maintenance Lifecycle - EXI Configuration 5 days Thu 3/11/27 Wed 3/17/27 29 3.11 Configuration Requirement Documentation 4 days Thu 3/18/27 Tue 3/23/27 30 3.12 Document Approval 3 days Tue 12/29/26 Thu 12/31/26 31 Task 4: Pilot Area Migration and UN Testing 20 days Mon 1/4/27 Fri 1/29/27 32 4.01 Migration Scripts 10 days Mon 1/4/27 Fri 1/15/27 33 4.02 Pilot Migration 7 days Mon 1/18/27 Tue 1/26/27
34 4.03 Publish Services 3 days Wed 1/27/27 Fri 1/29/27 35 Task 5: Build 41 days Fri 1/1/27 Fri 2/26/27
36 5.01 Build ArcFM XI Development Environment (CLIENT Env) 5 days Mon 1/4/27 Fri 1/8/27 37 5.02 Configure EXI Tools 5 days Mon 1/11/27 Fri 1/15/27 38 5.03 Configure Session Manager 5 days Mon 1/18/27 Fri 1/22/27 39 5.04 Configure Geodatabase Manager 5 days Mon 1/25/27 Fri 1/29/27 May June July August SeptemberOctober NovemberDecemberJanuary February March April May June July August Task
Split
Milestone
Summary
Project Summary
Inactive Task
Inactive Milestone
Inactive Summary
Manual Task
Duration-only
Manual Summary Rollup
Manual Summary
Start-only
Finish-only
External Tasks
External Milestone
Deadline
Progress
Manual Progress
Project: Attachment G - Project
Date: Wed 1/14/26
ID Task Name Duration Start Finish
40 5.05 Custom Workflows, Tasks, AUs 10 days Mon 2/1/27 Fri 2/12/27 41 5.06 Integrations - HEADER ONLY 41 days Fri 1/1/27 Fri 2/26/27 42 5.07 Custom Integrations Build 10 days Mon 2/15/27 Fri 2/26/27 43 Task 6: Testing 45 days Mon 3/1/27 Fri 4/30/27
44 6.01 Quality assurance and Testing (Scripts and test plan) 15 days Mon 3/1/27 Fri 3/19/27 45 6.02 FAT 15 days Mon 3/22/27 Fri 4/9/27
46 6.03 SAT 15 days Mon 4/12/27 Fri 4/30/27
47 Task 7: Training 5 days Mon 4/5/27 Fri 4/9/27
48 7.01 Training 5 days Mon 4/5/27 Fri 4/9/27
49 Task 8: Go Live 36 days Mon 4/12/27 Mon 5/31/27
50 8.01 Production Migration and Configuration 15 days Mon 4/12/27 Fri 4/30/27 51 8.02 Go Live Support 21 days Mon 5/3/27 Mon 5/31/27
52 Task 9: Hypercare 44 days Tue 6/1/27 Fri 7/30/27
May June July August SeptemberOctober NovemberDecemberJanuary February March April May June July August Task
Split
Milestone
Summary
Project Summary
Inactive Task
Inactive Milestone
Inactive Summary
Manual Task
Duration-only
Manual Summary Rollup
Manual Summary
Start-only
Finish-only
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External Milestone
Deadline
Progress
Manual Progress
Project: Attachment G - Project
Date: Wed 1/14/26
1898andco.com
ID Task Name Duration Start Finish
1 Task 1: Initialization 15 days Mon 6/15/26 Fri 7/3/26 2 1.01 Kickoff Onsite 5 days Mon 6/15/26 Fri 6/19/26
3 1.02 Data Readiness Assessment 10 days Mon 6/22/26 Fri 7/3/26 4 Task 2: Design Architecture 44 days Wed 7/1/26 Mon 8/31/26 5 2.01 ArcFM XI Solution Architecture Workshop 3 days Wed 7/1/26 Fri 7/3/26 6 2.02 ArcFM XI Apps & Services - Header Only 43 days Wed 7/1/26 Fri 8/28/26 7 2.03 EXI - Apps and Services 5 days Mon 7/6/26 Fri 7/10/26 8 2.04 System Integration Overview 1 day Mon 7/13/26 Mon 7/13/26 9 2.05 Architecture Documentation and Review 6 days Tue 7/14/26 Tue 7/21/26 10 2.06 Document Approval 1 day Wed 7/22/26 Wed 7/22/26 11 2.07 ArcFM UN Data Model Workshop 3 days Thu 7/23/26 Mon 7/27/26 12 2.08 ArcFM UN Data Modeling and Review 5 days Tue 7/28/26 Mon 8/3/26 13 2.09 Document Approval 3 days Tue 8/4/26 Thu 8/6/26
14 2.10 Asset Maintenance Lifecycle Workshops - HEADER ONLY 2 days Wed 7/1/26 Thu 7/2/26 15 2.11 Business Process Review Workshop 6 days Fri 8/7/26 Fri 8/14/26 16 2.12 Business Process Documentation 12 days Thu 8/6/26 Fri 8/21/26 17 2.13 Document Approval 6 days Mon 8/24/26 Mon 8/31/26 18 Task 3: Design Requirements 88 days Tue 9/1/26 Thu 12/31/26 19 3.01 Editor XI | Asset Maintenance Lifecycle - HEADER ONLY 88 days Tue 9/1/26 Thu 12/31/26 20 3.02 GIS Editing Workflow and Tools 7 days Wed 9/2/26 Thu 9/10/26 21 3.03 GIS Editing workflow Documentation 6 days Wed 9/16/26 Wed 9/23/26 22 3.04 Document Approval 56 days Thu 9/24/26 Thu 12/10/26 23 3.05 Editor | Asset Maintenance Lifecycle 51 days Thu 10/1/26 Thu 12/10/26 24 3.06 System Integration Workshop - With GIS System 12 days Fri 12/11/26 Mon 12/28/26 25 3.07 System Integration Requirement Documentation 37 days Tue 12/29/26 Wed 2/17/27 26 3.08 Document Approval 15 days Thu 2/18/27 Wed 3/10/27 27 3.09 Configuration Workshop 15 days Thu 2/18/27 Wed 3/10/27 28 3.10 Asset Maintenance Lifecycle - EXI Configuration 5 days Thu 3/11/27 Wed 3/17/27 29 3.11 Configuration Requirement Documentation 4 days Thu 3/18/27 Tue 3/23/27 30 3.12 Document Approval 3 days Tue 12/29/26 Thu 12/31/26 31 Task 4: Pilot Area Migration and UN Testing 20 days Mon 1/4/27 Fri 1/29/27 32 4.01 Migration Scripts 10 days Mon 1/4/27 Fri 1/15/27 33 4.02 Pilot Migration 7 days Mon 1/18/27 Tue 1/26/27
34 4.03 Publish Services 3 days Wed 1/27/27 Fri 1/29/27 35 Task 5: Build 41 days Fri 1/1/27 Fri 2/26/27
36 5.01 Build ArcFM XI Development Environment (CLIENT Env) 5 days Mon 1/4/27 Fri 1/8/27 37 5.02 Configure EXI Tools 5 days Mon 1/11/27 Fri 1/15/27 38 5.03 Configure Session Manager 5 days Mon 1/18/27 Fri 1/22/27 39 5.04 Configure Geodatabase Manager 5 days Mon 1/25/27 Fri 1/29/27 May June July August SeptemberOctober NovemberDecemberJanuary February March April May June July August Task
Split
Milestone
Summary
Project Summary
Inactive Task
Inactive Milestone
Inactive Summary
Manual Task
Duration-only
Manual Summary Rollup
Manual Summary
Start-only
Finish-only
External Tasks
External Milestone
Deadline
Progress
Manual Progress
Project: Attachment G - Project
Date: Wed 1/14/26
ID Task Name Duration Start Finish
40 5.05 Custom Workflows, Tasks, AUs 10 days Mon 2/1/27 Fri 2/12/27 41 5.06 Integrations - HEADER ONLY 41 days Fri 1/1/27 Fri 2/26/27 42 5.07 Custom Integrations Build 10 days Mon 2/15/27 Fri 2/26/27 43 Task 6: Testing 45 days Mon 3/1/27 Fri 4/30/27
44 6.01 Quality assurance and Testing (Scripts and test plan) 15 days Mon 3/1/27 Fri 3/19/27 45 6.02 FAT 15 days Mon 3/22/27 Fri 4/9/27
46 6.03 SAT 15 days Mon 4/12/27 Fri 4/30/27
47 Task 7: Training 5 days Mon 4/5/27 Fri 4/9/27
48 7.01 Training 5 days Mon 4/5/27 Fri 4/9/27
49 Task 8: Go Live 36 days Mon 4/12/27 Mon 5/31/27
50 8.01 Production Migration and Configuration 15 days Mon 4/12/27 Fri 4/30/27 51 8.02 Go Live Support 21 days Mon 5/3/27 Mon 5/31/27
52 Task 9: Hypercare 44 days Tue 6/1/27 Fri 7/30/27
May June July August SeptemberOctober NovemberDecemberJanuary February March April May June July August Task
Split
Milestone
Summary
Project Summary
Inactive Task
Inactive Milestone
Inactive Summary
Manual Task
Duration-only
Manual Summary Rollup
Manual Summary
Start-only
Finish-only
External Tasks
External Milestone
Deadline
Progress
Manual Progress
Project: Attachment G - Project
Date: Wed 1/14/26
GIS ESRI UTILITY NETWORK
DATA MIGRATION
FOR CITY OF ROSEVILLE
STATEMENT OF WORK
RFP 07-104
June 2, 2026
1 City of Roseville
Table of Contents
List of Tables ......................................................................................1
1.0 Scope Activities ...........................................................................2 Phase 1: Initialization ...................................................................................... 2 Phase 2: Utility Network Migration Roadmap & Master Plan........................................ 3 Phase 3: Design Requirements............................................................................ 5 Phase 4: Pilot Area Migration and UN Testing ......................................................... 5 Phase 5: Build................................................................................................ 6 Phase 6: Testing............................................................................................. 8 Phase 7: Training............................................................................................ 8 Phase 8: Full System Migration and Configuration to UN Production Environment............. 9 Phase 9: Hypercare and Continued Support ..........................................................11
2.0 Project Assumptions ................................................................... 11
3.0 Deliverable Acceptance Process ..................................................... 13
4.0 Project Schedule........................................................................ 13
5.0 Pricing and Invoicing ................................................................... 14
6.0 Document History....................................................................... 15
7.0 Appendix 1 ............................................................................... 16 List of Tables
Table 1: Tasks in Phase 1......................................................................... 2 Table 2: Deliverables Phase 1 ................................................................... 3 Table 3: Tasks in Phase 2......................................................................... 4 Table 4: Deliverables in Phase 2 ................................................................ 4 Table 5: Tasks in Phase 3......................................................................... 5 Table 6: Deliverables in Phase 3 ................................................................ 5 Table 7: Tasks in Phase 4......................................................................... 6 Table 8: Deliverables in Phase 4 ................................................................ 6 Table 9: Tasks in Phase 5......................................................................... 6 Table 10: Deliverables in Phase 5 ............................................................... 7 Table 11: Tasks in Phase 6 ....................................................................... 8 Table 12: Deliverables in Phase 6 ............................................................... 8 Table 13: Tasks in Phase 7 ....................................................................... 9 Table 14: Deliverables in Phase 7 ............................................................... 9 Table 15: Tasks in Phase 8 ....................................................................... 9 Table 16: Deliverables in Phase 8 .............................................................. 10
2 City of Roseville
1.0 Scope Activities
1898 & Co. proposes to perform this statement of work using the terms and conditions agreed to in the Contract Purchase agreement herein between City of Roseville and 1898 & Co., a part of Burns & McDonnell Western Enterprises, Inc (1898 & Co.). The activities and deliverables in scope for each phase are defined herein.
RACI Matrix
To clarify City of Roseville and 1898 & Co.’s responsibilities relative to the proposed project activities, a RACI matrix has been included with the proposed tasks below. City of Roseville and 1898 & Co. will review and confirm jointly prior to the start of the engagement.
Definitions:
Key RACI Roles
Responsible (R): The organization executing the task.
Accountable (A): The organization ultimately answerable for the task's completion and quality; only one "A" per task.
Consulted (C): The organization whose experts whose opinions are sought before action.
Informed (I): The organization that is updated on progress after actions are taken COR - City of Roseville, Roseville Electric Utility
SE - Schneider Electric
Phase 1: Initialization
In this phase, 1898 & Co. will conduct a comprehensive review of COR’s existing GIS environment, electric data models, integrations, workflows, and system architecture. The phase will begin with an onsite kickoff meeting with 1898 & Co. and COR stakeholders. We will identify areas that pose risk to the migration and opportunities to work with COR stakeholders to define a clear, achievable vision for the future-state Utility Network.
Through stakeholder discovery sessions and a comprehensive review of COR’s GIS configurations, workflows, customizations, and integrations, 1898 & Co. will identify how current systems operate and where improvements can be made. Timelines when to have a dev environment created and accessible by 1898 & Co will be provided to COR. This collaboration will guide the development of a Current State and Future Vision Report, connecting COR’s organizational needs with the capabilities of the Utility Network.
Table 1: Tasks in Phase 1
Task # Task Description (Activities) 1898 COR
3 City of Roseville
The outcome of Phase 1 will be a comprehensive Current State Assessment report and a Future State Model summary that clearly articulates where COR is today and what foundational changes are needed to successfully transition to the Utility Network. These findings will feed directly into the Phase 2 planning and roadmap development.
Table 2: Deliverables Phase 1
Deliverable
#
Corresponding
Task
Description
1a 1.1, 1.2, 1.3,
1.4, 1.6, 1.7
Current State and Future Vision Report: Provide a detailed report document capturing COR’s existing GIS environment, key challenges, and a future-state Utility Network vision aligned with business and operational goals in MS Word (Draft) and PDF format (final) 1b 1.5 Data Readiness Report: List of the data quality issues identified and prioritized based on severity. The report will provide examples of data quality issues along with recommendations for addressing identified data quality issues. (Format: Microsoft Word document) 1c 1.5 Utility Network Dirty Area Rapid Test results in a file geodatabase Phase 2: Utility Network Migration Roadmap & Master Plan This phase focuses on transforming the findings of Phase 1 into a detailed implementation strategy. We will define implementation programs, prioritize activities and level of effort required to execute the migration to the Utility Network.
Phase 2 builds on the findings of Phase 1 and transitions the engagement from assessment into actionable planning. The objective is to define the scope, timeline, and identify resources associated with transitioning COR’s electric systems to the Esri Utility Network. This phase includes roadmap development, program definition, and stakeholder alignment around priorities, risks, and interdependencies.
& Co.
1.1 Work with COR to schedule an on-site kickoff meeting, familiarization workshop and requirements gathering
workshop
R R, A
1.2 Create information requests for COR to review and
collect documentation prior to 1898 & Co. engagement
R, A R
1.3 Review provided documentation on current state R, A C
1.4 Conduct kickoff, familiarization, and requirements
workshops and create requirements inventory
R, A R
1.5 Work with COR to design the preferred migration
strategy
R, A R
1.6 Consult on System Architecture and Integration
Assessment
R, A R
1.7 Review requirements inventory with COR stakeholders for confirmation
R, A R
4 City of Roseville
Table 3: Tasks in Phase 2
Task # Task Description 1898 &
Co.
COR
2.1 Conduct high-level architecture review to evaluate COR current enterprise GIS configuration along with the future needs of the ArcGIS Utility Network and ArcFM Editor XI
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2.2 Conduct in-depth exploration of the overall system architecture and landscape for the implementation of ArcFM Editor XI, Session Manager and GDBM XI.
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2.3 Capture current state requirements for the integrations for the Utility Network including: Synergi, OMS (Data Voice), Maximo (DataSplice), FME, and Attribute Assistant Add-on
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2.4 Data Model Development & Workshop - conduct an initial detailed mapping of City of Roseville’s existing Electric Geometric Network (GN) data model against the ArcFM XI
Electric Commercial-Off-The-Shelf (COTS) Utility Network data model. Engage COR in a remote, collaborative data model design workshop to validate our work and to complete the build out of the future data model with primary stakeholders
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2.5 Build Asset Package – Based on Data Modeling Workshop results and crosswalk development, we will develop a customized Asset Package (.gdb) for COR. We will also convert this into a Utility Network (.gdb).
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2.6 Create Migration Workflow & Tools – Configuration of migration tool using Safe Software’s FME and/or ArcGIS Data Loader Tools.
Implementing defined attribute transformations or
reclassifications to meet the Utility Network’s data integrity, classification, and connectivity standards.
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The result of Phase 2 will be a clear and practical roadmap that COR can use to plan for implementation planning, procurement, resource allocation, and organizational readiness. It will also help COR compare technology toolsets and workflows and set realistic expectations for execution.
Table 4: Deliverables in Phase 2
Deliverable
#
Corresponding
Task
Description
2a 2.1,2,2,2.3 System Architecture and Integration Assessment Document: Perform high level evaluation of system architecture and current integrations with third-party systems which includes Synergi, OMS (Data Voice), Maximo (DataSplice), FME, Attribute Assistant Add-on. Outline the impacts, risks, and considerations for Utility Network migration. 2b 2.4 Schema Mapping Document/Crosswalk: A detailed spreadsheet resulting from workshops, mapping COR’s GN GIS data model to the ArcFM XI Utility Network schema, including feature classes, subtypes, attributes, and domain translation Rules.
2c 2.5 Customized Utility Network (converted from an Asset Package): A schema only Utility Network (file geodatabase) tailored to COR’s electric distribution system, including configured asset groups, asset types, domains, and network Rules.
2d 2.5 HTML Data Dictionary: A web-based version of UN database design. 2e 2.5 Subnetwork Documentation Document: A plan outlining the subnetwork creation and updates aligned with COR’s operational practices.
5 City of Roseville
Phase 3: Design Requirements
For design requirements, 1898 & Co. and Schneider Electric will hold a remote (1) day workshop that will present the workflows, prerequisites, and configuration for the successful implementation of Editor XI, Session Manager & GDBM XI.
Table 5: Tasks in Phase 3
Task # Task Description 1898 &
Co.
COR
3.1 ArcFM Editor (EXI) Editing Workflow and Tools - Conduct a remote workshop with COR for a maximum of one (1) business days to review the COTS Schneider Electric GIS application workflows for ArcFM Editor XI, GDBM XI and Session Manager.
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3.2 System Integration Workshop - Lead an integration design remote workshop of up to 40 hours with COR to define the following integrations with the GIS system.
• Synergi
• OMS (Data Voice)
• Maximo (DataSplice)
• FME
• Attribute Assistant Add-on
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3.3 ArcFM Editor XI (EXI): Configuration- Lead a one (1) business day remote workshop with COR to review the available
configurations in the ArcFM Editor applications (EXI).
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Deliverables within Phase 3 are shown in Table 6.
Table 6: Deliverables in Phase 3
Deliverable
#
Corresponding
Task
Description
3a 3.1 EXI/Session Manager/GDBM Workflow Document: A summary of workshop content and findings.
3b 3.3 EXI/Session Manager/GDBM Configuration Document: A requirements summary of workshop details.
3c 3.2 System Integration Document: A summary of workshop findings.
Phase 4: Pilot Area Migration and UN Testing
Using a system-wide data pull (.gdb) from COR, our team will execute a complete migration to the Utility Network in a test environment. We will enable network topology and publish services to confirm editing and trace capabilities. This allows early validation of assumptions and mitigates risks before system-wide rollout. It will also allow COR staff the first opportunity to interact with the Utility Network, familiarize with ArcGIS Pro processes, perform tracing, and test out integrations with the Utility Network schema and services.
6 City of Roseville
Table 7: Tasks in Phase 4
Task # Task Description 1898 &
Co.
COR
4.1 Preliminary Data Migration: System-wide GN data will be migrated to the ArcGIS Utility Network in a file or mobile geodatabase and pasted into SDE. Using ArcGIS Pro & Portal - services will be published. This will allow for the validation of schema mapping, domain configuration, and test subnetwork creation.
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4.2 Dirty Area Identification: After migration, the Utility Network Dirty Area layer will be auto-populated and can be used to identify Rule violations and inconsistencies. These Dirty Areas represent issues where network Rules are not being met and must be corrected for accurate tracing and network validation.
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4.3 Topology and Subnetwork Testing: The pilot dataset will be used to validate network topology and test subnetwork management.
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1898 will deliver the following reports and documentation in Phase 4.
Table 8: Deliverables in Phase 4
Deliverable
#
Corresponding
Task
Description
4a 4.1, 4.2, 4.3 A Pilot Area Data Migration Report document summarizing findings and refinements to be applied to the full migration.
4b 4.2 Dirty Area classification Document observed in the pilot environment.
4c 4.3 Functional validation of trace tools, editing workflows, and web service operation.
4d 4.1, 4.2, 4.3 A refined migration and configuration approach based on observed behavior and feedback.
Phase 5: Build
During this phase, 1898 & Co. will perform the configuration and setup activities required to prepare the Esri ArcGIS Enterprise environment and ArcFM XI platform for operational use. This task transitions the project from design and planning into a functional system state that supports ArcFM editing, Utility Network operations, and GIS-side interfaces. Activities focus on configuring supported components, publishing required services and validating that the environment is ready for testing and user interaction.
Table 9: Tasks in Phase 5
Task # Task Description 1898 &
Co.
COR
5.1 ArcGIS Enterprise and Portal Configuration
1898 & Co. will work with COR to configure the ArcGIS Enterprise environment required to support ArcFM XI and the Utility Network implementation. This includes validating Portal
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7 City of Roseville
configuration, establishing required user roles and groups, and preparing the environment for service publication and access by ArcFM XI tools.
5.2 Publish Utility Network and Supporting Services
1898 & Co. will publish the required Utility Network and supporting feature services from the configured geodatabase to ArcGIS Enterprise. These services will be configured to support ArcFM XI editing, tracing, subnetwork management, and GIS-side integration touchpoints.
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5.3 Setup ArcFM Tenant
1898 & Co. will coordinate with Schneider Electric’s
infrastructure team and COR to establish the required ArcFM tenant(s) as part of the ArcFM XI Suite.
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5.4 Configure EXI Tools
1898 & Co. will install and configure ArcFM Editor XI (EXI) components, including Session Manager and GDBM XI, using the ArcFM Solution Center application.
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5.5 Configure Out-of-the-Box AutoUpdaters
1898 & Co. will configure supported out-of-the-box AutoUpdaters to operate within the COR’s EXI environment. These
AutoUpdaters support standard data maintenance and validation behaviors consistent with ArcFM XI and Utility Network
requirements.
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All build activities will leverage requirements, decisions, and configurations defined during prior design and workshop phases. Configuration will follow vendor-supported, out-of-the-box practices to promote system stability, maintainability, and long-term sustainability.
Specific deliverables include:
Table 10: Deliverables in Phase 5
Deliverable
#
Corresponding
Task
Description
5a 5.1 Configured ArcGIS Enterprise and Portal environment to support ArcFM XI and Utility Network operations
5b 5.2 Published Utility Network and supporting feature services with validated permissions and access
5c 5.3, 5.4 Configured ArcFM XI tenant and EXI components 5d 5.5 Validation of out-of-the-box AutoUpdaters and supported editing workflows
5e 5.4, 5.5 Environment validation results confirming readiness for testing and interface consumption
5f 5.1 – 5.5 Attribute assistant, maps, system preferences, model builder, reports and output. Full listing of additional configurations are located in Appendix 1.
8 City of Roseville
Phase 6: Testing
Testing of the ArcFM Utility Network model will be performed by creating a test plan that includes a variety of scenarios that COR performs today. This involves test cases for data validation, editing, and tracing. ArcFM Editor XI testing will focus on the functionality of the editing tools, confirming that they are working as expected and that they are properly interacting with the utility network model. This testing includes scenarios for creating, editing, and deleting features, as well as testing the undo and redo functionality.
Table 11: Tasks in Phase 6
Task # Task Description 1898 &
Co.
COR
6.1 EXI: Factory Acceptance Testing (FAT)
Confirms the GIS editing solution meets all utility-specific requirements before it is deployed into the production
environment. This process involves simulating the entire operational workflow, from data editing and validation to network analysis, to identify and resolve any issues before the system goes live.
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6.2 EXI: Site/User Acceptance Testing (SIT/UAT)
Testing is performed by the end-users of the software to validate that it meets their business requirements in a real-world context. This phase involves users executing their daily editing and data management workflows, such as creating and updating features, Running validation Rules, and performing network traces, to confirm the system functions as expected before it is approved for release into the production environment.
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1898 & Co. will provide the following deliverable as part of the testing phase in phase 6.
Table 12: Deliverables in Phase 6
Deliverable
#
Corresponding
Task
Description
6a 6.1, 6.2 Documentation of testing results, bug tracking and fixes for each round of testing listed above.
Phase 7: Training
Our team will deliver end-user and admin training, tailored documentation, editing guides, and subnetwork updating workflows. We will also provide post-go-live stabilization support, enabling a confident transition.
9 City of Roseville
Table 13: Tasks in Phase 7
Task # Task Description 1898 &
Co.
COR
7.1 Tailored Training Sessions - 1898 & Co. will lead hands-on, rolebased training for system administrators, GIS editors, power users, and other identified stakeholders. Training will be purpose-built for COR and aligned with actual workflows, operational priorities, and Utility Network responsibilities rather than generic product instruction. A comprehensive Training Plan will be developed early in the project in partnership with COR and will define training options, delivery approach, staffing expectations, class size and skill level by audience, training materials, and the functional responsibilities addressed in each session to prepare users for their day-to-day tasks within the Utility Network environment
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7.2 Custom Documentation - We will develop comprehensive user and administrative guides, including editing instructions, subnetwork management practices, and trace configuration documentation. These materials will serve as long-term
references for staff and support future onboarding efforts.
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7.3 Configuration Tools and Editing Support - As part of the go-live preparation, we will deliver tools and best practices to manage trace Rules, maintain network topology, and troubleshoot common issues in real-time. This includes guidance on editing workflows, versioning, and maintaining system health.
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Deliverables from the Training phase include:
Table 14: Deliverables in Phase 7
Deliverable
#
Corresponding
Task
Description
7a 7.1 Training Plan, Training sessions, and user onboarding 7b 7.2, 7.3 Complete set of tailored documentation and configuration guides
Phase 8: Full System Migration and Configuration to UN Production Environment With lessons learned from the pilot, we will execute the full migration of COR’s electric network, publish Utility Network services and web maps and test third-party system touchpoints. This phase represents the transition from isolated testing to enterprise deployment, with a strong focus on configuration accuracy, system integrity, and cross-platform integration, as determined by COR.
Table 15: Tasks in Phase 8
Task # Task Description 1898 &
Co.
COR
8.1 Comprehensive Data Migration – All relevant electric distribution system data will be migrated from the Geometric Network into the Utility Network using the finalized schema asset package
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10 City of Roseville
developed earlier in the project with COR. Migration processes will follow the tested methodology proven during the pilot.
These migration efforts only include data directly participating in the Utility Network itself.
8.2 Utility Network Services Configuration – Core Utility Network services will be published, allowing for network validation, subnetwork management, network topology, and tracing.
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8.3 Validation and Testing – The Utility Network implementation will undergo full-scale testing for performance, accuracy, and usability. Dirty Area layers, trace operations, editing capabilities, and security settings will be reviewed to confirm system readiness.
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8.4 Configure Production ArcFM Tenant and tools – This effort assumes existing configuration from the test environment will be transferred over to production.
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8.5 Cutover Planning and Execution - Working closely with COR’s team, we will execute the final cutover to the production Utility Network environment based on an agreed-upon schedule. This includes final data loads, service validation, and system readiness checks.
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8.6 Post-Cutover Stabilization – Following cutover, 1898 & Co. will remain engaged for a 60-day stabilization period. During this time, our team will assist with issue resolution, performance monitoring, and any final adjustments needed to optimize dayto-day operations in the new environment.
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Items that will be provided within phase 8 deliverables include:
Table 16: Deliverables in Phase 8
Deliverable
#
Corresponding
Task
Description
8a 8.1 A fully migrated and configured Utility Network for COR’s electric distribution system. Migration will be conducted via Screenshare such as Teams.
8b 8.2, 8.3, 8.4 Final documentation of the migration process, configuration settings, and system architecture
8c 8.5 Final system cutover and production launch
8d 8.6 Post-go-live support to reinforce adoption and address emerging needs
11 City of Roseville
Phase 9: Hypercare and Continued Support
Following production cutover, 1898 & Co. will provide a structured 60-day hypercare period to support COR as the Utility Network and ArcFM XI environment transitions into day-to-day operations. Following the 60-day hypercare period, 1898 & Co. will provide and additional 305 days (approximately 10 months) of extended support, consisting of 164 total hours, or roughly 4 hours per week. This support could include areas such as integration product changes or incorrectly configured from the implementation. The project manager will notify COR when 1898 & Co. has utilized 80% of the budgeted hours allocated for extended support. Total support coverage will extend up to 365 days to provide a full year of coverage, or until the 164 hours for extended support have been exhausted, whichever occurs first.
2.0 Project Assumptions
This Statement of Work (SOW) has been developed in accordance with the project assumptions below. • Pricing Structure and Billing This proposal is submitted on a fixed-price, milestone-based basis. The fixed fee includes professional services and travel associated with two onsite visits for Project Kickoff and Training, with hypercare and extended support billed at initiation of support periods. • Onsite Commitment The proposed scope includes two onsite visits to the COR with an average of three 1898 & Co. team members per visit. COR will provide reasonable onsite support, including meeting space and IT connectivity as needed.
• ArcFM XI and Utility Network Implementation Approach The implementation will use the ArcFM Electric Utility Network Commercial-Off-The-Shelf model, out-of-the-box AutoUpdaters, and supported ArcFM XI workflows. Custom ArcFM development, custom AutoUpdaters, ADMS feeder service modification, and Conduit Manager configuration are excluded unless explicitly stated. • Licensing, Infrastructure, and System Access COR will provide required Esri and Schneider Electric licenses, infrastructure, environments, and system access necessary to support ArcGIS Enterprise, Utility Network, and ArcFM XI activities.
• Utility Network and Platform Version Alignment Target versions for ArcGIS Enterprise, ArcGIS Pro, Utility Network, ArcFM XI, and supporting platforms will align with vendor-supported versions mutually agreed at project initiation. Our standard approach and working assumption is to leverage a Network Management Release version (the latest being ArcGIS Enterprise 11.5 and ArcGIS Pro 3.5).
Version changes after design approval may affect scope, schedule, or fees. • Integrations and Third-Party Systems Integrations are coordinated and validated on the GIS side only, and third-party systems remain City and vendor owned. Configuration or modification of thirdparty systems, middleware, or vendor-managed integrations is excluded unless explicitly defined. • Third-Party Vendor Responsibility 1898 & Co. does not assume responsibility for inherent defects, limitations, or behavior of third-party software platforms. Vendor product issues, platform changes, or legacy system behavior are excluded from scope.
• Data Access, Quality, and Remediation COR will provide timely access to GIS data and documentation required for assessment and migration activities. Data quality issues unrelated to conversion or migration, including legacy data not previously cleansed, are excluded unless otherwise agreed.
• Data Remediation Responsibility Resolution of Severity 1 data issues identified during the Data Readiness Assessment is assumed to be performed by the COR in a timely manner that aligns with
12 City of Roseville
1898 & Co.’s project plan. Assistance from 1898 & Co. beyond assessment and guidance may be provided through a separately negotiated change.
• Stakeholder Participation and Scheduling The scope assumes participation in approximately five to ten cross-functional stakeholder workshops over a two-week period. Delays in stakeholder availability or scheduling may impact the project timeline. • City Coordination and Decision-Making COR will designate a primary project contact to support coordination, scheduling, and decision-making. Timely review and approval of deliverables are required to maintain the proposed schedule.
• Feedback and Review Timelines Deliverable reviews are assumed to occur within five business days unless otherwise agreed. Additional review cycles or expanded feedback beyond scope may require schedule or fee adjustments.
• Testing Scope and Acceptance Testing is limited to validation of Utility Network migration, ArcFM XI configuration, and GIS-side services described in this proposal. Final system acceptance is performed by the COR with support from 1898 & Co.
• Change in Business Processes or Requirements Core business processes and requirements identified during design are assumed to remain materially consistent. Significant changes to workflows, asset modeling, or operational requirements may impact scope, schedule, and fees. • Regulatory, Security, or Policy Changes to regulatory requirements, cybersecurity standards, or City security policies occurring after project initiation that materially affect system design may require scope or schedule adjustments.
• Out-of-Scope Changes Requests for additional services; extended support beyond hypercare and the 305-day support extension, expanded integration responsibilities, or evaluations beyond those described require a written amendment and may impact fees and schedule.
Travel & Meetings
• Two onsite trips are included, one during the project kickoff and one during the training. • Additional travel, if requested by COR, will be handled through a change order. • Remaining workshops and meetings will be conducted remotely via Microsoft Teams or a COR-approved platform.
Optional Architecture Design Assumptions
• COR currently operates in a high-availability, on-premises environment using SQL Server. • COR is open to cloud-hosted and hybrid solutions. Recommendations will reflect COR’s existing infrastructure, cost sensitivity, and security requirements. • One remote workshop will be held to gather IT input and inform system architecture.
13 City of Roseville
3.0 Deliverable Acceptance Process
All deliverables listed in this proposal will be the responsibility of 1898 & Co. Each deliverable will undergo the following review steps. Where necessary, additional activities may be required for certain document deliverables as agreed upon by both COR and 1898 & Co. All deliverables, reviews, issues, and sign-off shall be provided electronically.
• Submission: Upon completion of a deliverable, 1898 & Co. will submit the deliverable to the COR Project Manager.
• Review: The COR Project Manager will be responsible for distributing the draft deliverable to the appropriate COR team members for review. The standard review period will be five (5) business days, or a duration mutually agreed upon, in writing, by the COR Project Manager and 1898 & Co. If after this period there are no unresolved open issues, the deliverable will be sent to the COR Project Manager for final acceptance and sign-off.
• Rework and Review: If COR has open issue(s) on a draft deliverable, 1898 & Co. and COR will collaboratively review the open issues, incorporate address, and close all such open issues. The collaborative review process shall be completed within ten (10) business days, or a duration mutually agreed upon, in writing, by the COR Project Manager and 1898 & Co. to minimize impact on the project schedule. Upon 1898 & Co.’s submission of the Revised Deliverable, COR’s five business day review period identified above will re-commence. After the ten (10) business days, or the agreedupon period, and provided COR and 1898 & Co. have reached a mutually agreeable resolution, the deliverable will move to formal acceptance and sign-off. If the 1898 & Co. project lead and the COR Officer are unable to come to a resolution on a deliverable, the item may by escalated for issue resolution to the 1898 & Co. executive sponsor and the COR steering committee or executive sponsor, or those COR members of the steering committee that have specific knowledge and information regarding the deliverable at issue and will follow the Escalation Process defined in this Statement of Work.
4.0 Project Schedule
1898 & Co. anticipates completion of the scope of work and will provide the go-live deliverables outlined prior to December 31, 2027. 1898 & Co. and COR will develop together a structured project plan in Phase 1 of this scope of work and anticipates an approximately 12-month project timeline from project kickoff to go-live and additional 12-months for hypercare and extended support.
An initial outline is listed below and is constructed with August 2026 being when the project initializes:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Task Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Task 1 - Initialization
Task 2 - Design Architecture
Task 3 - Design Requirements
Task 4 - Pilot Area Migration and UN Testing
Task 5 - Build
Task 6 - Testing
Task 7 - Training
Task 8 - Go Live
Task 9 - Hypercare
Monthly Extended Support
2026 2027 2027 Quarter 4 2028 Quarter 1 2028 Quarter 2
14 City of Roseville
5.0 Pricing and Invoicing
COR will compensate 1898 & Co. the fixed fee of $985,000 for the services described in this SOW. The fixed fee includes the scope described herein and travel expenses. Optional tasks may be added at COR’s discretion. 1898 & Co. will deliver the Utility Network Design Services engagement in structured phases with clear milestones tied to tangible deliverables. Each milestone will be invoiced in accordance with the Milestone Payment Schedule Table below.
Milestone Payment Schedule Table
Milestone Milestone Name (Phase) Description Billing Trigger Fee ($) 1 Project Kickoff (Phase 1
– Initialization)
Onsite project kickoff meeting Delivery of
Project Kickoff
Meeting
$50,000
2 Data Readiness and
Migration Planning
(Phase 1 - Initialization)
Data Readiness Assessment, Rapid Test
migration results, severity classification, and
delivery of Data Readiness Report
Delivery of data
readiness
deliverables
$90,000
3 Architecture and Data
Model Design (Phase 2 –
Utility Network Migration
Roadmap & Master Plan)
Completion of system and ArcFM XI
architecture review, integration assessment,
schema mapping, asset package design, and
delivery of associated documentation
Delivery of Phase
2 deliverables
$175,000
4 ArcFM XI Design and
Integration Definition
(Phase 3 – Design
Requirements)
Completion of ArcFM XI workflow workshops,
integration design workshops, and delivery
of EXI, Session Manager, GDBM, and
integration documentation
Delivery of Phase
3 deliverables
$180,000
5 Pilot Migration and
Validation (Phase 4 –
Pilot Area Migration and
UN Testing)
Completion of pilot migration, topology and
subnetwork validation, Dirty Area analysis,
and Pilot Migration Report
Delivery of pilot
migration results
$100,000
6 Platform Build and
Service Enablement
(Phase 5 – Build)
Configuration of ArcGIS Enterprise and
Portal environment, publication of Utility
Network and supporting services, ArcFM
tenant setup, EXI, Session Manager, and
GDBM configuration, and environment
readiness confirmation for testing and
interfaces
Delivery of Phase
5 deliverables
$100,000
7 Testing and User
Acceptance (Phase 6 –
Testing)
Completion of Factory Acceptance Testing
and Site/User Acceptance Testing
Delivery of
testing results
$100,000
8 Training and Production
Migration (Phase 7 -
Training, Phase 8 – Full
System Migration and
Configuration to UN
Production Environment)
Completion of training delivery,
documentation, full system migration to
production Utility Network, service
publication, and system cutover
Acceptance of
production
migration
$100,000
9 Hypercare Initiation
(Phase 9 – Hypercare
and Continued Support)
60-day post–go-live hypercare support Commencement
of hypercare
period
$40,000
10 Extended Support
Initiation (Phase 9 –
Hypercare and
Continued Support)
305-day extended support Commencement
of extended
support period
$50,000
Total $985,000
15 City of Roseville
6.0 Document History
Version: Date: Author(s): Lead Reviewer: Approved by: Reason for Revision
1.0 05/08/2026 Drew Haney Matt Seidl Chad Pinarija Initial Draft of SOW
2.0 05/18/2026 Drew Haney Chad Pinarija Chad Pinarija Comments from COR
3.0 06/02/2026 Steve Hancock Drew Haney Drew Haney Adjustment to 1.0 verbiage “contract Purchase Agreement” and change of
“RASCI” to “RACI”
16 City of Roseville
7.0 Appendix 1
List of additional configurations for Phase 5 – Build.
GIS Application:
• Attribute Assistant Add-on
• ArcFM
• ArcPro
Maps:
• Symbology shall match current state system.
• Define attribute rules
• Facilities Request MXD Template
• ArcFM Stored Displays:
• Composite
o PRINT – Distribution
o PRINT – Streetlights
o PRINT – Fiber
o PRINT – 60kV
o Feeder Info
o Phase Audit
System Preferences:
• Res 2 Phase Transformers
• Com 3 Phase Transformers
• DF9B
• DF11B
• DF10
• VF15
• DF3W
• DF4W
• 30 Box with 2 Services
• 36 Box with 2 Services
ModelBuilder:
• Assigns address and ADDRID to Service Location FC
• ModelBuilder FindSvcLocAddress.pdf
Reports and Outputs:
• ArcFM Map Book Explorer
o PRINT – Distribution
o PRINT – Streetlights
o PRINT – Fiber
o PRINT – 60kV
1898andco.com
REQUEST FOR PROPOSALS
RFP 07-104
GIS ESRI Utility Network Data Migration
DUE: January 14, 2026
3:00 PM
Deliver to:
City of Roseville
Attn: City Clerk Department
311 Vernon Street
Roseville, CA 95678
OR
Email: [email protected]
CITY OF ROSEVILLE
NOTICE FOR PROPOSALS
RFP 07-104
NOTICE IS HEREBY GIVEN that proposals for GIS ESRI Utility Network Data Migration will be received by the City of Roseville. Proposals will be accepted ONLY at the office of the City Clerk, Civic Center, 311 Vernon Street, Roseville, CA, 95678 or submitted via electronic mail to [email protected], until 3:00 p.m., January 14th, 2026. Said proposals will be evaluated and results will be made public after completion of the negotiation process with the selected consultant. The City reserves the right to reject any or all proposals and to waive any informalities or irregularities in any proposal or in the proposal process.
_____11/18/2025_________ ____________________________
Date Joseph McKinney
Electric Engineering Technician Supervisor
___________________________________________
IMPORTANT!!!
The City is not responsible for misdelivered proposals, and the proposer is strictly liable for its chosen method of delivery. It is the proposer’s sole responsibility to make sure that proposals arrive at the proper location. Any proposal which does not actually arrive in the City Clerk’s Office by the RFP due date and time will be rejected as non-responsive, even if properly addressed or delivered to another City Department.
Your proposal MUST be addressed and delivered as follows:
City of Roseville
Attn: City Clerk Department
311 Vernon Street
Roseville, CA 95678
The proposer is also directed to include the attached “Sealed Proposal” label on the outside of the package or envelope, so that it is visible when delivered to the City.
Or emailed to:
[email protected]
Note: Email submissions are limited to 25 megabytes.
(RFP# 07-104, GIS ESRI Utility Network Data Migration)
TABLE OF CONTENTS
1.0 INTRODUCTION.................................................................................................................................................... 5
2.0 TENTATIVE SCHEDULE..................................................................................................................................... 7
3.0 QUESTION SUBMISSIONS .................................................................................................................................. 7
4.0 PROJECT OVERVIEW AND SCOPE OF SERVICES...................................................................................... 7
5.0 ASSURANCE OF DESIGNATED PROJECT TEAM.......................................................................................14
6.0 PROPOSAL FORMAT REQUIREMENTS .......................................................................................................14
7.0 PROPOSAL SUBMITTAL INSTRUCTIONS ...................................................................................................19
8.0 EVALUATION CRITERIA .................................................................................................................................20
9.0 SELECTION PROCESS.......................................................................................................................................21
10.0 GENERAL TERMS & CONDITIONS................................................................................................................22
11.0 ATTACHMENTS ..................................................................................................................................................27
1.0 INTRODUCTION
The City of Roseville (hereinafter “City”) is soliciting proposals for qualified Consultants for a comprehensive GIS ESRI Utility Network Data Migration. This will be a competitive negotiation process. Qualified individuals, firms, contractors, consultants, or entities (hereinafter “Consultant(s)”), that meet the requirements set forth in this Request for Proposals (hereinafter “RFP”) and are capable of providing the services requested are encouraged to participate.
1.1 Project Background
The Electric Department is initiating a project to update and standardize its Geographic Information System (GIS) by migrating from Esri’s 10.8.1 platform and a legacy geometric network model to Esri’s Utility Network model on version 11.1. This transition reflects the City’s ongoing commitment to maintaining a resilient, scalable, and future-ready GIS infrastructure aligned with industry best practices. As part of the migration to the Utility Network, this project will also be upgrading Schneider Electric’s ArcFM solution to a version supporting Esri’s ArcGIS Enterprise 11.1. The Electric Department uses ArcFM to support designing, editing, and managing workflows.
1.2 City Overview
The City of Roseville is an incorporated city with a population of more than 162,000 residents, located in Placer County off of Interstate 80, approximately 16 miles northeast of Sacramento, California. The City of Roseville is a Charter city operating under the City Council/City Manager form of government.
Roseville Electric Utility (REU) is a department within the City of Roseville. The City has owned and operated its electric distribution system since 1911. As a municipal owned utility, Roseville Electric's primary purpose is to provide highly reliable electricity to the businesses and residents of Roseville. Roseville Electric serves an area of approximately 43 square miles, coterminous with the City's borders, and has more than 144 miles of overhead lines, 700 miles of underground lines, and 17 substations.
1.3 Proposal Submittal
RFP proposal submittals may be delivered to the Office of the City Clerk, Civic Center, 311 Vernon St., Roseville, CA 95678 via common carrier, hand delivered, or submitted via electronic mail to [email protected] by the specified proposal due date and time. Complete and attach the “Sealed Proposal” label to the outside of the proposal packaging if delivering or hand carrying a hard copy of the proposal, so it is visible to the City Clerk. If submitting a proposal via electronic mail, then include the RFP title and RFP number in the subject line of the email.
1.4 California Secretary of State Registration
The City requires all corporations, limited liability companies and limited partnerships to be registered to do business in the State of California. On a separate Attachment F page, please include a screenshot of your “ACTIVE” status with your proposal submittal, which can be obtained by accessing this link: https://bizfileonline.sos.ca.gov/search/business. All proposers must be registered with the Secretary of State or have a valid exemption by the time of award.
1.5 Instructions
This RFP is exclusively an invitation to submit Proposals for the GIS ESRI Utility Network Data Migration project. This RFP shall not be construed as a request or authorization to perform any
work. In addition, this RFP does not represent a commitment to purchase, lease, or license any product or software. Any work performed by a Consultant to respond to this RFP will be at the Consultant’s own discretion and expense. The City will not be obligated for any Consultant costs related to this RFP, nor does any Consultant’s work in responding to this RFP bind the City to any obligations. The costs of developing Proposals are entirely the responsibility of the Consultant.
This RFP includes a description of the scope of services, proposal requirements, and instructions for submitting your proposal. Failure to follow these instructions may result in rejection of your proposal.
No oral representations or interpretations will be made to any proposer as to the meaning of this RFP.
Direct all inquiries regarding this RFP in writing no later than the 3:00 pm PST on 12/5/2025 to:
• Steve Hancock
Senior Electric Business Analyst
City of Roseville – Roseville Electric Utility
[email protected]
Please format any e-mail correspondence to include RFP #: 07-104 in the subject line.
Questions about the RFP can also be submitted through PublicPurchase.com. All questions asked by any Consultant and answers provided by the City will be available to all Consultants through PublicPurchase.com. (See Section 3.0 for more information) From the date this RFP is issued until the City announces the successful Consultant, do not contact other individuals or City departments regarding this RFP. Information provided by anyone other than the above contact may be invalid and proposals which are submitted in accordance with such information may be declared non-responsive. Any unauthorized contact may disqualify the Consultant from further consideration.
In the event that it becomes necessary to revise any part of this RFP, written addenda will be issued. Any amendment to this RFP is valid only if it is in writing and issued by the City department issuing the RFP. No oral interpretations or answers shall bind the City unless confirmed by the City in writing.
All addenda for this RFP will be distributed through PublicPurchase.com to proposers who have registered with PublicPurchase.com and who have downloaded the RFP. Additionally, the Notice of Intent to Award will be posted on PublicPurchase.com. It is the proposer’s sole responsibility to monitor PublicPurchase.com for possible addenda to this RFP and for the Notice of Intent to Award. Failure of proposer to retrieve addenda or the Notice of Intent to Award from PublicPurchase.com shall not relieve him/her of the requirements contained
therein or the timelines associated therewith. Additionally, failure of proposer to return a signed addendum, when required, may be cause for rejection of his/her proposal.
2.0 TENTATIVE SCHEDULE
The following represents the tentative schedule for this RFP. Any change in the scheduled dates for the Deadline for Final Questions or Proposal Submission Deadline will be advertised in the form of an addendum to this RFP. The schedule for the evaluation process and other future dates may be adjusted without notice.
RFP Released by the City……………………………… 11/18/2025
Deadline for Final Questions…………………………... 12/12/2025
City Responses to Written Questions………………….. 12/19/2025 Proposal Submission Deadline………………………… 1/14/2026
Consultant Interviews as needed………………………. TBD
Contract Negotiations……………………………………TBD
Contract Approval by City Council……………………. TBD
Commencement of Services.…………………………… TBD
3.0 QUESTION SUBMISSIONS
The City will not host a Pre-Proposal Conference for this RFP. All questions are to be submitted through PublicPurchase.com by the “Deadline for Final Questions” date defined in Section 2.0. The City will answer all questions only in PublicPurchase.com by the “City Responses to Written Questions” date defined in Section 2.0.
Any questions submitted directly to anyone other than Steve Hancock or not through PublicPurchase.com will not be responded to. All questions directly to Steve Hancock will be published along with the answers on PublicPurchase.com. The preferred submission for questions is directly through PublicPurchase.com. The City will not accept any questions not submitted in writing.
Any questions submitted after the “Deadline for Final Questions” date defined in Section 2.0 will not be responded to.
4.0 PROJECT OVERVIEW AND SCOPE OF SERVICES
4.1 Project Overview
4.1.1 The City of Roseville is undertaking a project to upgrade the Electric Utility Department’s GIS database from Esri ArcGIS version 10.8.1 to version 11.1 and transition from the legacy Geometric Network model to Esri’s Advanced Utility Network model. As part of this effort, the City will also upgrade its Schneider Electric ArcFM solution to ensure full compatibility with ArcGIS Pro and the Utility Network Advanced Framework.
This project is part of the City’s broader enterprise GIS modernization strategy. While most City departments have already transitioned to ArcGIS Enterprise 11.1 and adopted modern tools such as ArcGIS Pro, Portal, and branch versioning, the Electric Division remains on a legacy system. This upgrade will bring the Electric GIS environment in alignment with the rest of the City, eliminate outdated technology, and enable the
department to take advantage of modern capabilities for network modeling, data validation, tracing, and integration while also ensuring compliance with security best practices and maintaining vendor supported software versions.
The motivations for the project include:
• Improved Data Management and Modeling: The Utility Network provides a more flexible and accurate representation of complex electric infrastructure, enabling advanced tracing, subnetwork management, and topological validation. • Enhanced Integration and Interoperability: Upgrading to ArcGIS 11.1 and the latest ArcFM will improve interoperability with other enterprise systems, including asset management, permitting, and reporting platforms. • Security and Support: Remaining on 10.8.1 limits access to current Esri security updates, support, and functionality. Upgrading ensures continued vendor support and alignment with industry best practices.
• Consistency Across Departments: This project will complete the City’s organization-wide migration to a unified GIS platform, promoting standardization, collaboration, and shared use of authoritative data.
Through this project, the City aims to create a more resilient, efficient, and future ready GIS foundation to support electric utility operations and long-term infrastructure planning.
4.1.2 Project Team Structure
The project team consists of subject matter experts from both Roseville Electric Utility and the City of Roseville Information Technology teams.
This project is sponsored and fully supported by the Roseville Electric Utility and City of Roseville Information Technology Executive Teams.
Electric Utility Director
Electric Utility COO
Assistant Electric Utility
Director
City of Roseville
Roseville Electric Utility Information
Technologies
Chief Information
Officer
Assistant Information
Technology Director
Electric Engineering
SME’s:
3 Resources
Information Technology
Data Intelligence (GIS)
SME’s:
4 Resources
Project Manager:
Steve Hancock
Utility Solutions SME’s:
3 Resources
4.1.3 Current State
The following outlines the current state of all points of the GIS infrastructure including applications used, integrations, maps and any special configurations and customizations.
Version numbers are at the time of the RFP development and may be different during implementation.
4.1.3.1 System Architecture
The City of Roseville maintains a mature and robust, enterprise-level GIS infrastructure that supports a wide range of internal departments and business systems. The current architecture is largely standardized on Esri’s ArcGIS Enterprise suite, with most departments operating on version 11.1. However, the Electric Department remains on ArcGIS version 10.8.1, pending this project’s planned upgrade and transition to the Utility Network model.
The City’s enterprise GIS environment includes the following components:
ArcGIS Enterprise (Portal for ArcGIS, ArcGIS Server, and ArcGIS Data Store):
Most of the City’s infrastructure is operating on ArcGIS Enterprise version 11.1. This includes an integrated deployment of Portal for
ArcGIS, two load balanced ArcGIS Server instances (federated with Portal) and an ArcGIS Data Store environment. There are multiple environments available at 11.1 for Development, Test, and Production.
The servers are all on-premise running on Windows 2019 servers and are integrated with Active Directory.
Enterprise Geodatabase:
Multiple Enterprise geodatabases are hosted in SQL Server 2019. All databases with the exception of electric are at version 11.1. The Electric Department’s data is currently managed through a 10.8.1 versioned SDE database using the Geometric Network model. Other departmental datasets have already been transitioned to branch versioning and are compatible with ArcGIS Pro.
ArcFM (Schneider Electric):
The Electric utility relies heavily on ArcFM for asset management, tracing and editing. The current ArcFM deployment is compatible with ArcGIS Desktop 10.8.1. As part of this project, the City will be upgraded to the latest version of ArcFM that supports Utility Network and ArcGIS Pro
3.x.
Web GIS / Applications:
The City uses ArcGIS Experience Builder, ArcGIS Dashboards, and Web AppBuilder for internal and public-facing web maps and applications.
4.1.3.2 Integrations and Applications - Attachment O - Geospatial Plan Inventory > Integrations and Applications Tab
Synergi
Outage Management System
Safe FME
Maximo (DataSplice)
Attribute Assistant Add-on
ArcFM
ArcMap
4.1.3.3 Maps
ArcFM Stored Displays: - Attachment O - Geospatial Plan Inventory > Maps and Info Products Tab
ArcFM Map Books: - Attachment O - Geospatial Plan Inventory > Maps and Info Products Tab
Facilities Request MXD Template:
• Facilities requests a map of a specific area. The legend is generated based on the map requested.
• See Attachment M – Facilities Request MXD Template.pdf Maps Consumed by ArcGIS Field Maps: - Attachment O - Geospatial Plan Inventory > Maps and Info Products Tab
4.1.3.4 ArcGIS Online (AGOL) Apps- Attachment O - Geospatial Plan Inventory > Maps and info Products Tab
App Name: Troubleshooter App
App Name: Troubleshooter – EB Test
App Name: Job Tracking
App Name: Locator App
App Name: Locator – EB Test
App Name: Story Map Collection
4.1.3.5 Configurations / Customizations
Application Name: ArcFM
• Type: Auto-Updaters – Attachment O - Geospatial Plan Inventory • Type: System Preferences – Attachment O - Geospatial Plan Inventory
Application Name: ArcMap
• Type: Attribute Assistant – Attachment O - Geospatial Plan Inventory
• Type: ModelBuilder
o Assigns address and ADDRID to Service Location FC
o See Attachment N – ModelBuilder FindSvcLocAddress.pdf Application Name: FME
• Type: Meter Import, Assign Location ID’s, Assign Service Number
o Imports the meters into GIS from Cayenta
• Type: Annual Solar Export, Annual Battery
o Imports the annual solar and battery databases into GIS from Cayenta
Domains, Subtypes, Datasets
• The following attachments are all the Domain, Domain Subtypes, and Datasets along with the descriptions and coded values. o See Attachments:
Attachment H – GISDatasets.xlsx
Attachment I – GISDatasetDescriptions.xlsx
Attachment J – GISDomain.xlsx
Attachment K – GISDomainDescription.xlsx
Attachment L – GISDomainCodedValues.xlsx
Relationships Classes– see Attachment O - Geospatial Plan Inventory > Relationships Tab
4.1.3.6 Reports and Outputs – see Attachment O - Geospatial Plan Inventory > Reports and outputs Tab
4.2 SCOPE OF SERVICES
4.2.1 Database and Readiness Assessment and Recommendations The Consultant shall deliver a Database Readiness Assessment Report delivered before any migration tasks. The Database Readiness Assessment Report will detail, at a minimum, data quality issues that may prevent a migration or impact data workflows and performance within the utility network. Data quality issues are to be categorized into levels of criticality for the migration along with the impact directly for the migration and/or after the migration. Recommendations for each data issue are to be documented highlighting the recommended solutions for issues that may prevent the migration starting.
4.2.2 Utility Geodatabase Migration
The Consultant shall migrate the database to the Utility Network Model (UNM). The migration will map key elements of the database (i.e. feature assets, attributes, network connectivity, relationships, and domains. Assets shall be migrated first to a staging database for testing and validation. The Consultant will provide a checklist of all database requirements certified as being met to the City for approval prior to the final migration.
The consultant shall cleanup the database during the migration to the UNM. All unused domains, subtypes, and coded values shall be removed.
4.2.3 Integrations
The Consultant, with the City, shall help engage integration partners in sessions to determine how the integration (Section 4.1.3.2) will need to be implemented. The consultant shall configure, develop, and/or migrate integrations on the GIS migration project side while working with the City to provide any information to the integration partners to assist with any changes on the partners side of the integration.
4.2.4 Additional Configurations
The Consultant shall configure the following items:
• GIS Application:
o Attribute Assistant Add-on
o ArcFM
o ArcPro
• Maps:
o Symbology must match current state system.
o Define attribute rules
o Facilities Request MXD Template (See also Attachment M) o ArcFM Stored Displays:
Composite
PRINT – Distribution
PRINT – Streetlights
PRINT – Fiber
PRINT – 60kV
Feeder Info
Phase Audit
• System Preferences:
o Res 2 Phase Transformers
o Com 3 Phase Transformers
o DF9B
o DF11B
o DF10
o VF15
o DF3W
o DF4W
o 30 Box with 2 Services
o 36 Box with 2 Services
• ModelBuilder:
o Assigns address and ADDRID to Service Location FC
o See Attachment N – ModelBuilder FindSvcLocAddress.pdf
• Reports and Outputs:
o ArcFM Map Book Explorer
PRINT – Distribution
PRINT – Streetlights
PRINT – Fiber
PRINT – 60kV
4.2.5 Implementation Testing Strategy
The Consultant shall develop a Testing Strategy Plan. This plan shall be delivered to the City for review and approval before testing begins. The plan will include detailed processes that clearly describes the test strategy, objectives, and the deliverables required to validate the quality of the migrated database, the data workflows and its tools. The Testing Strategy Plan should also identify the components which will be tested “in scope” and those components which will not be tested, “out of scope”. Multiple rounds of testing may be required.
A bug/defect tracking reporting system during testing shall be provided by the Consultant for capturing and documenting all results from the testing phase. The reporting system shall include standard functions and features including common bug tracking parameters, life cycle, dashboard or easily output bug reports, and workflows.
The City shall test all integrations to 3rd party systems providing feedback to the Consultant and 3rd party integration partners to determine the proper resolution.
4.2.6 Final Database Implementation and Support
The Consultant shall conduct the database migration, implementation, and perform software validation. As implementation nears the final stage, for each system, the City will conduct final data review and perform production testing. The City shall also review final deliverables. The Consultant shall address all comments and concerns for the successful final implementation.
4.2.7 Documentation
The Consultant shall prepare and deliver documentation on the following:
4.2.7.1 Database Readiness Assessment and Recommendation: See section 4.2.1.
4.2.7.2 Data Migration Mapping Plan with Data Dictionary: A document per each system that contains a detailed migration plan mapping out the conversion from the existing schema to the Utility Network Model (UNM) schema, and as part of this plan a data dictionary that defines the elements within the UNM. Emphasis shall be given, but not limited, to features, columns, domains, subtypes and attributes of which the City would need to add: 1) for UNM compatibility, and 2) account for the City’s customizations in order to avoid data loss.
4.2.7.3 Best Practices: A document containing best practices on how to improve performance, maintain the utility network, reduce database size, and ensure the best state of the data within UNM.
4.2.7.4 Tools and Interfaces: A document on each tool and interface developed for this project. At a minimum, the tools or interfaces functionality, input parameters, and stepped guide should be delivered.
4.2.7.5 Test Implementation Plan: The Consultant shall prepare a document detailing the implementation testing plan prior to migration. See section 5.3.
4.2.7.6 Workflow Documentation: A document that summarizes workflows to edit and manage the UNM data and/or schema (e.g. customizing, add, delete, update the schema, versioning, replicating, feature or tile services, validation). See Attachment:
4.2.7.7 Training: Modifiable base training materials required for successful training.
Training documents shall be updated for specific business process where appropriate before actual training with users.
5.0 ASSURANCE OF DESIGNATED PROJECT TEAM
Proposer shall assure that the designated project team, including sub-consultants or sub-contractors (if any), is used for this project. Departure or reassignment of, or substitution for, any member of the designated project team, sub-consultant(s) or sub-contractor(s) shall not be made without the prior written approval of the City.
6.0 PROPOSAL FORMAT REQUIREMENTS
Each response to this RFP shall include the information described in this section. Provide the information in the specified order. Failure to include all of the information specified may be cause for rejection. Additional information may be provided, but should be succinct and relevant to the goals of this RFP. Any additional information that a proposing Consultant wishes to include that is not specifically requested should be included in an appendix to the proposal.
Consultants are encouraged to keep the proposals brief and to the point, but sufficiently detailed to allow evaluation of the project approach. Unauthorized conditions, omissions, limitations or provisions attached to a proposal may render the proposal non-responsive and may cause its rejection.
Proposers are warned against making erasures or alterations of any kind, without initialing each and every such change. Proposals that contain erasures or irregularities of any kind, without such initialing, or omissions, may be rejected.
If provided via regular mail, the proposal should be bound or contained in a loose leaf binder.
Document pages shall be 8-1/2 inches by 11 inches in size or folded to such a size. Use section dividers, tabbed in accordance with this section as specified below.
6.1 Cover Letter
A Cover Letter must be included with the following information:
• Title of this RFP
• Name and Mailing Address of Firm (include physical location if mailing address is a PO Box)
• Contact Person, Telephone Number, Fax Number, and Email Address • A statement that the submitting Consultant will perform the services and adhere to the requirements described in this RFP, including any addenda (reference the addenda by date and/or number).
6.2 Signature Requirements
The attached Proposer’s Certification (Attachment A) shall be executed by an official(s) legally authorized to bind the Consultant which states that the proposal is valid for ninety (90) days.
Include the executed copy of the Proposer’s Certification under Tab G. Note: This is ninety (90) days following the closing date for the receipt of all proposals. • Proposals submitted on behalf of a Partnership shall be signed in the firm name by a partner or the Attorney-in-Fact. If signed by the Attorney-in-Fact, there shall be attached to the proposal a Power-of-Attorney evidencing authority to sign proposals, dated the same date as the proposal and executed by all partners of the firm. • Proposals which are submitted on behalf of a Corporation shall have the correct corporate name thereon and the actual signature of the authorized officer of the corporation written (not typed) below the corporate name. The title of the office held by the person signing for the corporation shall appear below the signature of the officer. • Proposals which are submitted on behalf of a Limited Liability Company (“LLC”) shall be signed by the person or persons authorized to bind the LLC under the LLC’s articles of organization.
• Proposals which are submitted by an Individual Doing Business under a firm name (“dba”) shall be signed in the name of the individual doing business under the proper firm name and style.
6.3 TAB A: Firm’s Qualifications
Describe your firm and provide a statement of your firm's qualifications for performing the requested services. Identify the services which would be completed by your firm's staff and those that would be provided by sub-consultants or sub-contractors, if any. Identify any sub-consultants or sub-contractors you propose to utilize to supplement your firm’s staff. Include the firm’s organizational chart, including its constituent parts, and size variation of staffing levels in the past five (5) years.
6.4 TAB B: Experience and References
Provide a summary of your firm’s experience in providing these or similar services. Provide a minimum of three (3) references for projects or services similar in nature and scope that your firm’s team members have completed in the last five (5) years. Include brief descriptions of the projects, dates, client names and contact persons’ names, addresses and telephone numbers. Public sector references are preferred.
6.5 TAB C: Qualifications of Team
Provide a brief summary of the role, qualifications and experience of each team member and designated project manager/lead assigned to this project, including length of service with the firm and the qualifications/experience of any sub-consultant or sub-contractor staff on your project team.
A project team organizational diagram and brief resume of each team member and the designated project manager/lead for each applicable category shall be included. The geographic location of the firm and key personnel shall also be identified. Any proposed sub-consultants or subcontractors shall be listed. Include sub-consultant’s and sub-contractor’s assigned task(s) and experience. Full resumes may be included in the appendix.
6.6 TAB D: Project Understanding
Based on the available information, supplemental research, field observations, and experience with similar projects, provide a narrative describing your understanding of the services requested in this RFP, your general approach and any major challenges to achieving the City’s stated goals.
Include any issues that you believe will require special consideration for this project. Also identify any unique approaches or strengths that your firm may have related to this project. City staff will assess your understanding of all aspects of the project based on the overview.
6.7 TAB E: Project and Implementation Overview
The City recognizes that each Consultant has a proprietary implementation and migration methodology. The City will require the Consultant to assign an experienced project manager for the duration of the project.
Provide a detailed discussion of your firm’s approach to the successful completion of this project.
Include thorough discussions of methodologies you believe are essential to accomplishing this project in addition to the below.
6.7.1 Project Initiation:
The Consultant will prepare for the project launch. Meetings will be conducted with the City and the Consultant’s project teams to establish the project structure and organization. This includes setting up appropriate project controls, identifying specific resources, refining the project plan that was submitted and ensuring that all relevant resources have been identified and are scheduled.
Any tools that will assist in managing the project will be installed during this phase.
The Consultant will conduct an official project Kick-Off Meeting.
6.7.2 Project Management:
The Consultant, as prime contractor, will be responsible for providing professional project management of the entire project, which includes managing the cost, schedule, quality, and scope.
The Consultant shall provide the templates and maintain the following project logs at a minimum. Please provide examples of these logs and any other project level logs to contribute to a successful project: Risk Log; Issue Log; Action Item Log; Change Order Log; Key Decision Log.
The Consultant Project Manager shall conduct each phase kick-off meeting to explain the objectives and methodology that will be used for that specific phase. City staff may be asked for opinions and to provide direction.
The Consultant Project Manager shall at a minimum conduct a monthly project update meeting with the City’s Project Manager and key project team members. The monthly meetings may be done in person or thru conference calls. The Consultant Project Manager shall send out the agenda at the latest one (1) day prior to the meetings. The Consultant shall also submit draft meeting minutes within a week after the meeting for review. All comments shall be addressed, and final meeting minutes shall be sent to the City’s Project Manager for archiving.
The Consultant Project Manager shall conduct a project closeout meeting where a summary of finding detailing each phase and task of the project are presented. The Consultant Project Manager shall produce a final comprehensive document of the project.
The Consultant Project Manager shall provide the following Project Management level deliverables: Project Plan with Monthly Updates; Monthly Project Status Report; Monthly Issue Log Report; Monthly Project Meeting with Agenda and Post Call Meeting minutes; Project Closeout Meeting with Agenda and Post Call Meeting Minutes; Final Project Summary Document.
6.7.3 Project Schedule:
The Consultant is required to provide a Gantt chart (Attachment G) summarizing the major phases of the project implementation based on Consultant’s methodology.
The chart must include phase description and duration (in days) and graphically represent the phase dependencies.
The electronic copy should reflect activities, resources and hours to complete the project.
The electronic submission is required to be in both Microsoft Project format (.MPP) and PDF format.
The Consultant shall produce a detailed project schedule to be approved by the City at project initiation. The Consultant shall update the City with monthly status updates and modify the schedule to show project progress or deviations. The Consultant shall document project delays and develop a mitigation plan to correct for schedule deviations. This schedule shall be submitted to the City each month.
6.7.4 Training:
At a minimum, the Vendor will be required to provide training with regard to the proposed data migration and integration changes. Vendors must provide a detailed outline of all proposed training and associated costs, including detail on training delivery options.
The Vendor must provide a training plan identifying the minimum number of training hours that will be provided as a part of the base package. The plan must:
• Identify the actual training staff hours and materials. • Describe the size and skill levels of each group.
• Describe how training will be delivered.
• Explain the functional responsibilities covered in each session.
The Vendor will be required to staff training positions with senior functional and training resources. Resumes should be provided as outlined in Section 6.5 TAB C.
Vendors are required to provide modifiable base training materials. The City will, with Vendor assistance, update these materials for specific business practices
6.7.5 Testing:
The baseline data must be free from significant defects before the testing phase begins. The Consultant must test all configurations, modifications, interfaces (in conjunction with the
City and 3rd party integration partners), data conversion, or other work efforts performed by the Contractor’s staff that may cause errors to the data. It is the Contractor’s responsibility to ensure that data migrations, configurations, customizations, or modifications to City’s data and software do not affect baseline software capability.
The Contractor’s implementation team is expected to utilize structured testing methodologies utilizing plans, scripts, scenarios, and any other tools deemed necessary to accurately and completely test the system before delivery to the City. The Contractor’s implementation team and City staff will review results together throughout this phase.
In addition to any of the Contractor’s testing, the City will perform tests to validate the system’s readiness for go-live. The Contractor will provide the City with all of their testing templates and scenarios to review and incorporate into the City’s User Acceptance Testing process. The City, with assistance from the Contractor, will develop test scenarios with expected results to validate all aspects of the data migration and configuration of the software. The City will also perform final tests on the migrated data to ensure the migration phase has been completed accurately. The Contractor will provide resources for fixes resulting from errors identified during this phase.
6.8 TAB F: Cost Proposal
Provide a total cost proposal for all products and services to be delivered, and a breakdown of costs delineated by tasks as described in your project plan. Include a schedule of hourly rates for all proposed staff and the amount of time each person will be devoted to this project.
Included in the pricing shall be: all services for a full migration based on Consultants recommended timeline; two (2) year warranty starting at go-live; and maintenance/service agreements and license agreements.
The Consultant shall provide a detailed breakdown of all costs required for the successful migration of the GIS ESRI data. The City reserves the right to determine what a valid cost is.
Cost must be submitted in U.S. dollars.
It is imperative that the Cost reflect the full cost of the services and solution and be fully completed and returned with the Proposal in order for the Proposal to be considered responsive.
FIXED PRICING IS RECOMMENDED IN ALL AREAS.
Consultant shall provide a Fixed Price included in the project total for total project travel expenses based on City required and Consultant recommended number of trips for the City offices in the City of Roseville. The City requires the project initiation kick off meeting and training to be on site at the City of Roseville office. Please include any additional recommended trips to contribute to the success of the project. Beyond the required trips stated, the City encourages remote work as much as possible unless the Consultant has past experience where on site work led to a higher success to a specific or multiple task(s).
6.9 TAB G: Required Statements/Documents
Include statements of assurance regarding the following requirements in the proposal:
• Non-substitution for the designated members of the team without approval by City staff (Section 5.0)
• The absence of a conflict of interest (Section 10.4)
• Indicate your ability and agreement to fulfill the indemnification and insurance requirements contained in the sample contract (Section 10.7). (Please note that actual certificates of insurance are not required as part of your submittal.) • A statement that nothing contained in the submitted proposal will be proprietary. (Section 10.23)
Submit the following documents with proposal:
• Proof of registration with California Secretary of State. Note: All proposers must be registered with the Secretary of State or have a valid exemption by the time of award. • Executed copy of Proposer’s Certification (Attachment A) • Levine Act Disclosure Statement Form (Attachment B)
• Executed copy of Non-collusion Declaration (Attachment D)
6.10 TAB H: Exceptions
Describe any and all proposed exceptions, alterations or amendments to the Scope of Services or other requirements of this RFP, including the Sample Contract (Attachment C). The nature and scope of your proposed exceptions may negatively affect the evaluation of your submittal and the City’s determination of whether it is possible to successfully negotiate a contract with your firm.
6.11 TAB I: Competency of Proposers
The City wants to ensure that the successful Consultants has the necessary facilities, ability, experience, and financial resources to provide the services specified herein in a satisfactory and timely manner. Please list and explain any pending bankruptcies, liens, stop payment notices, judgments, lawsuits, arbitrations, mediations, foreclosures, and any similar actions filed or resolved in the past seven (7) years. Please indicate whether a client has ever terminated a contract with your firm for breach, and if so, please explain. Also, furnish a statement of financial resources demonstrating that the Consultant has the ability to maintain a staff of regular employees, sub-consultants or sub-contractors adequate to ensure continuous performance of work, and demonstrating that the equipment for the work contemplated is sufficient, adequate and suitable.
7.0 PROPOSAL SUBMITTAL INSTRUCTIONS
7.1 Your submittal package shall include the following:
• One (1) original and four (4) printed copies of your proposal; and • One (1) electronic copy of your proposal in PDF format on CD, flash drive or other electronic media
OR
If submitting your proposal via electronic mail, then send one (1) copy of the proposal to [email protected]. The file size limit is 25 megabytes.
7.2 Proposals shall be submitted not later than the time and date indicated on the cover page of this RFP. If mailing the proposal, then it shall be submitted in a sealed envelope or container and clearly marked with the RFP title on the outside of the parcel. Complete and attach the “Sealed Proposal” label (Attachment E) to the outside of the envelope or package containing your proposal.
7.3 If submitting electronically to [email protected], please keep attachments under 25mb and do not include a compressed file (zip, rar, etc) as these may not be properly delivered.
Once the email is sent with the proposal attached, please send an additional email to the same email address with no attachments letting the City Clerk know that the proposal was sent in a separate email. This will allow the City Clerk to confirm if the proposal email with attachments was received or not.
7.4 Proposals shall be delivered to:
City of Roseville
Attn: City Clerk Department
311 Vernon Street
Roseville, CA 95678
Or
Electronically mailed to: [email protected]
7.5 The City shall not be responsible for proposals delivered to a person or location other than that specified herein.
7.6 Postmarks will not be accepted and proposals received after the deadline date and time will not be accepted or considered. No exceptions.
7.7 The City reserves the right to waive minor defects and/or irregularities in proposals, and shall be the sole judge of the materiality of any such defect or irregularity.
7.8 All costs associated with proposal preparation shall be borne by the proposer.
7.9 All Proposals must state the period for which the Proposal will remain in effect (“Offer Period”).
The Offer Period should not be less than 90 days from the date the Proposal is submitted. At the end of the Offer Period, the Proposal may be withdrawn at the Vendor’s written request. If the Proposal is not withdrawn at the end of the Offer Period, it remains in effect until an award is made or the solicitation is canceled.
8.0 EVALUATION CRITERIA
The following evaluation criteria and rating schedule will be used to determine the most highly qualified firm(s).
Evaluation Criteria
Maximum
Points Possible
A. Experience and qualifications of firm and proposed
staff/sub-consultants/sub-contractors
(per Sections 6.3 - 6.5) 30
B. Understanding of the Project
(per Section 6.6) 40
C. Project and Implementation Overview
(per Section 6.7) 20
D. Proposed Cost
(per Section 6.8) 10
Total Possible Points: 100
9.0 SELECTION PROCESS
9.1 Award of the RFP shall be made to the responsible proposer whose proposal is determined, through a formal evaluation panel process, to be the most advantageous to the City after the evaluation panel has taken into consideration the evaluation factors set forth in the RFP. A master averaged score sheet shall be created based on the evaluation panel’s initial evaluation.
Proposals shall be scored according to the criteria stated in the RFP.
9.2 Proposals submitted will be reviewed by a selection committee. Consultants that have submitted the best and most complete proposals may be invited to an interview. The number of Consultants invited to an interview may vary depending upon the number of proposals submitted.
9.3 Should the City elect to conduct interviews with any proposers, the following criteria shall be considered and each proposer ranked by the evaluation panel during the interview process: a) Quality of presentation, b) Ability to meet the City’s business goals, c) Communication style.
9.4 The City reserves the right to make a selection after review of the proposals without oral interviews; therefore, the proposal should be submitted initially on the most favorable terms that the Consultant might propose.
9.5 A contract will be negotiated with the Consultant considered best meeting the City’s need for this project. In the event a mutually satisfactory contract cannot be negotiated with the City’s first choice, negotiations may be terminated and commenced with the Consultant considered next best in meeting the City’s needs for this particular project.
9.6 The selected Consultant will be required to execute a City prepared contract. The contract may further refine the scope of services and will provide for the terms and conditions of employment.
9.7 The award of any contract is expressly contingent upon City Council approval and the availability of funds. City staff may not legally bind the City to a contract.
9.8 The City reserves the right to reject any or all proposals, or to waive minor irregularities in said proposals, or to negotiate minor deviations with the successful Consultant(s). In the case of differences between written words and figures in a proposal, the amount stated in written words shall govern. In the case of a difference in unit price versus the extended figure, the unit price shall govern.
9.9 The City reserves the right to seek clarification on any or all proposal submittals to ensure the RFP specifications are met. Proposals may be rejected from any proposer who does not comply with the City’s request for clarification.
9.10 Once a decision has been made to award the contract, then a formal notice of the intent to award to the recommended proposer(s) shall be made by the Department.
9.11 A City of Roseville business license as well as all applicable permits, licenses and certifications required by local, state or federal law are required before the award of contract.
10.0 GENERAL TERMS & CONDITIONS
10.1 Standard Contract
Upon completion of the evaluation and recommendation for award, the selected Consultant will be required to execute an agreement prepared by the City, a sample of which is included as Attachment C.
10.2 Independent Contractor
At all times the Consultant shall represent himself/herself to be an independent contractor offering such services to the general public and shall not represent himself/herself, or his/her employees, to be an employee of the City. Therefore, the Consultant shall assume all legal and financial responsibility for taxes, FICA, employee fringe benefits, workers’ compensation, employee insurance, minimum wage requirements, overtime, etc., and agrees to indemnify, save, and hold the City, its officers, agents, and employees, harmless from and against, any and all loss, cost (including attorneys’ fees), and damage of any kind related to such matters.
10.3 Non-Appropriation
The City may terminate any resulting contract at the end of any fiscal year, June 30th, without further liability other than payment of debt incurred during such fiscal year, should funds not be appropriated by its governing body to continue services for which the contract was intended.
10.4 Conflict of Interest
The Consultant shall warrant that no official or employee of the City has an interest, has been employed or retained to solicit or aid in the procuring of the resulting contract, nor that any such person will be employed in the performance of such contract without immediate divulgence of such fact to the City. Consultants submitting a proposal in response to this RFP must disclose any actual, apparent, direct, indirect, or potential conflicts of interest that may exist with respect to the Consultant or the Consultant’s management or employees relative to the services to be provided to the City. Conflict of interest issues may require consultation with legal counsel. If a Consultant has no conflicts of interest, a statement to that effect must be included in the proposal.
Violation of this section shall be a material breach of the contract entitling the City to any and all remedies by law or in equity.
10.5 Undue Influence
The Consultant shall warrant via an executed Proposer’s Certification (Attachment A) that no undue influence or pressure is used against or in concert with any officer or employee of the City in connection with the award or terms of the contract that will be executed as a result of this RFP, including any method of coercion, confidential financial arrangement or financial
inducement. No officer or employee of the City shall receive compensation, directly or indirectly, from the Consultant, or from any officer, employee or agent of the Consultant, in connection with the award of the contract or any work to be conducted as a result of this RFP.
Violation of this section shall be a material breach of the contract entitling the City to any and all remedies by law or in equity.
10.6 Non-Collusion
Consultant submitting proposals shall warrant via an executed Proposer’s Certification (Attachment A) that their offer is made without any previous understanding, agreement or connection with any person, firm or corporation submitting a separate proposal for the same project and is in all respects fair, without outside control, collusion, fraud or otherwise illegal action. This condition shall not apply to proposals which are submitted by firms who have partnered with others to submit a cooperative proposal that clearly identifies a primary consultant and the associated sub-consultants or sub-contractors. Proposers shall also submit a properly completed and executed “Non-collusion Declaration” which is attached as Attachment D.
Additionally, the Contractor shall provide a completed Levine Act Disclosure Statement Form (Attachment B). A party to a proceeding before an agency involving a license, permit, or other entitlement for use, including contracts not competitively bid and awarded to the lowest responsible bidder with a responsive bid shall disclose on the record of the proceeding any contribution in an amount of more than two hundred fifty dollars ($250) made within the preceding 12 months by the party or the party's agent to a City official/campaign. (Gov. Code, § 84308.) For additional information:
https://www.roseville.ca.us/government/departments/city_clerk/transparency/levine_act.
10.7 Indemnification & Insurance Requirements
The City’s standard indemnification and insurance requirements are provided in the sample contract, included in Attachment C. All costs of complying with the insurance requirements shall be as included in your pricing. The selected Consultant shall provide complete and valid insurance certificates within ten (10) days of the City’s written request. Failure to provide the documents within the time stated may result in rejection of the Consultant’s proposal. If a proposer takes exception to the indemnification and insurance requirements, then the nature and scope of the proposed exceptions may negatively affect the evaluation of that proposer’s submittal and the City’s determination of whether it is possible to successfully negotiate a contract with that firm. Submitting exceptions are at the proposer’s own risk.
10.8 Cost of Preparing Proposal
The City will not pay any costs incurred by any Consultant in preparing or submitting a proposal in response to this RFP.
10.9 Proposals Property of the City
All documents or materials submitted with or in conjunction with any proposal, including but not limited to electronic files, shall become the property of the City after the proposal submission deadline. No submission documents will be returned. During negotiations, the scope of services may be amended by the City and negotiated based upon ideas provided by other proposers or any other source.
10.10 Proposals are Public Records
All proposals submitted are subject to the public disclosure requirements under the laws of the State of California, unless the City identifies and exercises a right or obligation to exempt any
record from public disclosure. However, proposals will not be disclosed until negotiations are complete and a recommendation for selection and award is made.
10.11 Protests
(a) Protest Requirements
(1) Any proposer who is aggrieved in connection with the solicitation or award of a contract may file a protest with the City Clerk’s office. The protest must be received in writing by the City Clerk’s office within seven (7) calendar days after such aggrieved proposer 1) knows or should have known of the facts giving rise thereto or 2) the date of the notice of intent to award, whichever is sooner. In no event shall a protest be allowed after an award has been made by City Council. If the seventh calendar day falls on a weekend or City holiday, the protesting party may submit the protest prior to close of business on the first business day following such weekend or holiday. Failure to submit a timely protest shall bar consideration of a protest.
(b) Grounds for Protest
(1) The alleged grounds for protest shall be limited to the following: (a) computation errors, (b) violations of local, state, or federal law, or (c) the City failed to follow the procedures specified in this Policy.
(2) The protest shall state all grounds claimed for the protest and include supporting documentation. Failure to clearly state the grounds for the protest and provide supporting documentation shall be deemed a waiver of all protest rights. (c) Administrative Review
Upon receipt of the protest and after determining the protest was properly filed, the Department Director shall provide a copy of the protest to other proposers who might become aggrieved as a result of the protest and issue a written decision within fourteen (14) calendar days after receipt of the protest. The protest will be evaluated by the Department Director, the City Attorney’s Office, and the Purchasing Manager. The protesting proposer shall promptly provide any information requested by City staff as part of such investigation. The decision shall either deny or uphold the protest and include reasons for the decision. The written decision shall be final. (d) Stay of Action During a Protest
In the event a protest is filed under Section 10.11, the City shall not proceed further with the award of the contract until the protest is resolved, unless:
(1) The City Manager or designee makes a determination that the award of the contract without delay is necessary to protect a substantial interest of the City, or (2) The City decides to reject all proposals and issue a new RFP.
10.12 Rejection of RFP
The City reserves the right to reject any or all proposals, to waive defects or irregularities in any proposal or in the RFP process, and to offer to negotiate or contract with any Consultant in response to any RFP. This RFP does not constitute any form of offer to contract.
10.13 Multiple Awards
The City reserves the right to award the contract to multiple contractors when applicable.
10.14 Increasing/Decreasing Portions of RFP
The City reserves the right to increase or decrease the amount of any portions of the work represented in the RFP and/or to omit portions of said work, as may be deemed necessary by the City.
10.15 Rejection as Non-Responsive
Proposals may be rejected as non-responsive at the City’s sole discretion if there are alterations of form, the proposal is conditional or the proposal is incomplete.
10.16 Modifying RFP
The City reserves the right to modify any portion of, or to postpone or cancel this RFP at any time, and/or reject any and all submissions without indicating any reason.
10.17 If no proposal is accepted:
The City may elect to have the services performed in some other manner.
10.18 Rejecting Team Members, Firms or Sub-consultants
The City reserves the right to reject individual team members, firms, sub-consultants or subcontractors and request substitution prior to contract award.
10.19 Local Business, Small Business, Minority and Women Owned Business Although no preferences will be given, the City highly encourages submission of proposals by local businesses, by small business owners, and by minority and women-owned businesses
10.20 Withdrawal of Proposals
Proposals may be withdrawn prior to the date and time specified for proposal submission with a formal written notice by an authorized representative of the proposer delivered to the City Clerk’s Office. Proposals submitted will become property of the City after the proposal submission deadline.
Proposals may not be withdrawn for ninety (90) days after the due date unless the City enters into a contract with another Consultant prior to the expiration of that ninety (90) day period.
10.21 Prohibited Transmittals
No telephone or facsimile proposals will be accepted. If a photocopy is submitted, the proposal must be signed in ink.
10.22 Proposal Postponement and Amendment
The City reserves the right to revise or amend the RFP or specifications up to the time set for opening of the proposals. Such revisions and amendments, if any, shall be announced by amendments to this RFP through the City’s web site. Copies of such amendments shall be furnished to all prospective proposers. Prospective proposers are defined as those proposers who have registered and are on the City’s RFP list for this service. If revisions and amendments require changes in quantities, prices or scope of services, the date set for opening of the proposals may be postponed by such number of days as in the opinion of the City shall enable
proposers to revise their proposals. Proposals which fail to acknowledge a substantive addendum to the RFP, as determined by the City Attorney’s Office, on the City supplied addendum form will be rejected as non-responsive. Any revisions or amendments to the RFP will become incorporated into any contract awarded pursuant to the RFP.
10.23 Proprietary Information
Proposers submitting a proposal in response to this RFP must provide a statement that nothing contained in the submitted proposal will be proprietary. However, if a proposer desires to claim a privilege against public disclosure for a trade secret or other proprietary information, such information must be submitted with the proposal in a separate envelope marked “confidential.” The City Attorney’s Office will determine if the information is in fact proprietary, based on state and federal law. Note that under California law, a price proposal to a public agency is not a trade secret. The Consultant shall defend, indemnify and hold harmless the City regarding any claim by any third party for the public disclosure of the “confidential” portion of the proposal.
10.24 Right to Request Additional Information
During the evaluation process, the City reserves the right, where it may serve the best interests of the City, to request additional information and clarifications from proposers. Such information will be requested in writing to the specific proposer. This information will become a part of the original proposal submitted by the specific proposer and will be used by the City in evaluating the proposal and will not be shared with other proposers during the evaluation and negotiation process.
10.25 Modification of Proposals
Modification of a proposal already received will be considered only if the modification is received prior to the deadline date for receiving proposals. All modifications shall be made in writing, executed, and submitted in the same form and manner as the original proposal.
10.26 Examination of Contract Documents
Each proposer shall thoroughly examine and be familiar with the terms of this RFP, the sample contract attached as Attachment C, legal and procedural documents, general conditions, specifications, and addenda (if any), which will constitute the contract documents. Submission of a proposal shall constitute acknowledgement, upon which the City may rely, that the proposer has thoroughly examined and is familiar with the contract documents. Failure or neglect of a proposer to receive or examine any of the contract documents shall in no way relieve the proposer of any obligation with respect to their proposal or to the contract. No claim for additional compensation will be allowed which is based upon lack of knowledge of any contract document.
10.27 Non-Discrimination
The City maintains various policies related to contractual service providers. Among these is an anti-discrimination policy, which requires that the City’s contractors not discriminate in hiring on the basis of gender, race, religion, sexual orientation, medical condition, and all other categories protected by law. Upon acceptance of a proposal, the City may request that the selected Consultant sign a statement affirming its compliance with this policy.
10.28 No Assignment or Modifications
This awarded contract is to be binding on the successors and assigns of the parties hereto. The services called for herein are deemed unique and except as provided herein Consultant shall not