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HomeMy WebLinkAbout05(E) - Adopt a resolution approving a contract with Cartegraph ReportCity of Prior Lake Cartegraph Software and Services Contract PA#: PA-2989 Date: 4/24/2020 Cartegraph Systems LLC 3600 Digital Drive Dubuque, IA 52003 cartegraph.com 800 688.2656 563 556.8120 Fax 563 556.8149 City of Prior Lake, MN  |  4/24/2020 Purchase Agreement Cartegraph is pleased to present this Purchase Agreement for the implementation of world class technology solutions. This Purchase Agreement is made and entered into between City of Prior Lake (hereinafter referred to as Customer) and Cartegraph Systems LLC (hereinafter referred to as Cartegraph). In the case that any terms or conditions provided in the Cartegraph Solutions Agreement different from, are provided in more detail by, or are made irrelevant by the terms and conditions provided in this Purchase Agreement, the terms in this Purchase Agreement shall control. For all terms and conditions not addressed by this Purchase Agreement, the Cartegraph Solutions Agreement shall control. LICENSEE ADDRESS: City of Prior Lake 4646 Dakota St SE Prior Lake, MN 55372 CUSTOMER ADDRESS: City of Prior Lake 4646 Dakota St SE Prior Lake, MN 55372 Investment Summary The addendums attached here to include: Addendum A - Support Services Addendum B - Field Services Page 2 of 9 City of Prior Lake, MN  |  4/24/2020 Product Year 1 Year 2 Year 3 Year 4 OMS Plus Quantity 1.00 1.00 1.00 1.00 Price USD 5,500.00 USD 8,000.00 USD 8,000.00 USD 8,000.00 Facilities Quantity 1.00 1.00 1.00 1.00 Price USD 0.00 USD 2,500.00 USD 2,500.00 USD 2,500.00 Parks & Recreation Domain Quantity 1.00 1.00 1.00 1.00 Price USD 0.00 USD 1,100.00 USD 1,100.00 USD 1,100.00 Sanitary Sewer Domain Quantity 1.00 1.00 1.00 1.00 Price USD 0.00 USD 2,500.00 USD 2,500.00 USD 2,500.00 Stormwater Domain Quantity 1.00 1.00 1.00 1.00 Price USD 0.00 USD 2,500.00 USD 2,500.00 USD 2,500.00 Transpor tation Domain Quantity 1.00 1.00 1.00 1.00 Price USD 0.00 USD 2,000.00 USD 2,000.00 USD 2,000.00 Walkability Domain Quantity 1.00 1.00 1.00 1.00 Price USD 0.00 USD 45.00 USD 45.00 USD 45.00 Water Distribution Domain Quantity 1.00 1.00 1.00 1.00 Price USD 0.00 USD 2,500.00 USD 2,500.00 USD 2,500.00 Asset Builder Quantity 1.00 1.00 1.00 1.00 Price USD 0.00 USD 0.00 USD 0.00 USD 0.00 OMS User Quantity 50.00 50.00 50.00 50.00 Page 3 of 9 City of Prior Lake, MN  |  4/24/2020 Product Year 1 Year 2 Year 3 Year 4 Price USD 0.00 USD 16,000.00 USD 16,000.00 USD 16,000.00 TOTAL:USD 5,500.00 USD 37,145.00 USD 37,145.00 USD 37,145.00 Product Quantity Price Implementation Services OMS 1.00 USD 24,400.00 TOTAL:USD 24,400.00   NOTES: •The pricing listed above does not include applicable sales tax. •The Cartegraph OMS pricing listed above does not include Esri ArcGIS licenses. •Hosting includes 250GB of available file storage. If additional storage is required, the Organization can purchase in 1TB increments. •Contract term dates: •7/16/2020 - 4/14/2021 •4/15/2021 - 4/14/2022 •4/15/2022 - 4/14/2023 •4/15/2023 - 4/14/2024 Page 4 of 9 City of Prior Lake, MN  |  4/24/2020 -Payment Terms and Conditions In consideration for the Solutions and Services provided by Cartegraph to Customer, Customer agrees to pay Cartegraph the Fees in U.S. Dollars as described below: - I. DELIVERY Customer shall be provided with the ability to access and use the Solutions upon execution of this Purchase Agreement. If applicable, Services will be scheduled and delivered upon your acceptance of this Purchase Agreement, which will be considered as your notification to proceed. - II. SERVICES SCHEDULING Customer agrees to work with Cartegraph to schedule Services in a timely manner. All undelivered Services shall expire 365 days from the signing of this Purchase Agreement. - III. SOLUTIONS INVOICING The fee for solutions will be due in annual installments 15 days prior to the anniversary of the initial term as follows: 1.$5,500.00 due upon execution of the Purchase Agreement. 2.$37,145.00 due 15 days prior to 1st year anniversary of term start date. 3.$37,145.00 due 15 days prior to 2nd year anniversary of term start date. 4.$37,145.00 due 15 days prior to 3rd year anniversary of term start date. -IV. FIELD SERVICES INVOICING Invoicing for the Field Services fee shall occur upon the acceptance of this Purchase Agreement and shall be invoiced as follows: 1.25% upon execution of the Purchase Agreement 2.25% at the completion of the assessment/delivery, or 3 months from execution of Purchase Agreement, whichever is sooner 3.25% at the completion of the test deployment, or 4 months from execution of Purchase Agreement, whichever is sooner 4.25% at the completion production deployment, or 6 months from execution of Purchase Agreement, whichever is sooner -V. EXPENSES In providing the services included in this Purchase Agreement, Cartegraph shall be reimbursed for any reasonable out-of-pocket costs, including, but not limited to, travel, lodging, and meals. Out-of-pocket expenses are billed based on actual costs incurred and are due separately. - VI. PAYMENT TERMS Page 5 of 9 City of Prior Lake, MN  |  4/24/2020 All payments are due Net 30 days from start date of invoice. Page 6 of 9 City of Prior Lake, MN  |  4/24/2020 BY SIGNING BELOW, THE PARTIES AGREE THAT ALL USE AND ACCESS TO THE SOLUTIONS DESCRIBED IN THIS PURCHASE AGREEMENT SHALL BE GOVERNED BY THE CARTEGRAPH SOLUTIONS AGREEMENT, WHICH CAN BE REVIEWED AT: https://www.car tegraph.com/solutions- agreement/. THE PARTIES AGREE TO BE BOUND BY THE TERMS AND CONDITIONS OF THE CARTEGRAPH SOLUTIONS AGREEMENT AND THIS PURCHASE AGREEMENT REFERENCED HEREIN.- CARTEGRAPH: CUSTOMER:  Cartegraph Systems LLC  City of Prior Lake   By:  By:   (Signature)  (Signature)    Mitch Bradley      (Type or Print Name)  (Type or Print Name)   Title:SVP of Sales & Marketing  Title:    Date:  Date:  Page 7 of 9 City of Prior Lake, MN  |  4/24/2020 Cartegraph Systems LLC Addendum A - Support Services Cartegraph Suppor t and Training Services – Scope of Work The Suppor t Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services which will be delivered to the Customer based on the descriptions below and on the terms and conditions and subject to the limitations set forth in this Addendum A, the applicable Purchase Agreement, and the Car tegraph Solutions Agreement. Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. As part of Customer’s subscription to access and use of the Cartegraph Solutions, Customer will receive: 1.    Support Services a. Campus – www.campus.cartegraph.com Our User Assistance area is a convenient and easily-shareable resource designed to help you and your co- workers better understand the functions and capabilities of your Cartegraph Solutions. Instantly access user tips, step-by-step instructions, videos, and more. b. Dedicated, Unlimited, Toll-free Phone Support - 877.647.3050 and Live Chat When questions need answers and difficulties arise, count on our industry-leading Support team to provide the guidance and assistance you need. Reach us as often as you need Monday-Friday, 7:00 am-7:00 pm CT. Live Chat is available within the product or through Campus. c. Support via Case Submittal or Email If a phone call or live chat is not your best option, you can always request support via our online case submittal form available in Campus or via email. Email support is available at support@cartegraph.com. 2. Training & Education Services a.    Convenient Online Resources: All the information you need, one click away. Take advantage of online training opportunities, tutorial videos, upcoming event information, and more. b.   Customer Led User Groups : Meet and network with similar Cartegraph users in your region. Customer led User Groups allow you to find out what other organizations are doing to get more from their Cartegraph solutions and services. 3. Releases & Upgrades a. New Releases: Cartegraph is continuously innovating and enhancing the Cartegraph OMS collection of products. As a customer with an active subscription, you will receive each new release of the software. i. Cloud-hosted customers: Your cloud-hosted site will be upgraded by our Cartegraph System Consultants after the release is available. ii.  On-premise customers: For your on-premises installation, our Technical Consultants will work with your organization’s IT staff to deliver the latest software release. Software will be made available after installation to the Cartegraph cloud-hosted customers.       b. Service Packs: A Service Pack consists of lower-severity bug fixes and/or small platform updates. i.   Page 8 of 9 City of Prior Lake, MN  |  4/24/2020 If required, cloud-hosted sites will receive Service Packs as needed. These Service Packs are installed by the Cartegraph System Consultants.  ii. On-premises customers that contacted Cartegraph Technical Support about an issue that is resolved with the Service Pack, will be provided the service pack for installation. These on-premises customers can then schedule a time to install the Service Pack with our Technical Support team c. Hot Fixes: If an issue is determined to be a defect and falls outside the standard release cycle, Cartegraph will issue a hot fix and provide application specialists with detailed levels of product knowledge to work with you in achieving a timely and effective resolution   Cartegraph will provide the Support Services only to Customer, provided that Cartegraph reserves the right to contact any third party as necessary to facilitate the delivery of Support Services or other services relating to the Solutions. Said support applies only to the most current version of the product and the previous version in succession. All Support Services are dependent upon the use by Customer of the Solutions in accordance with Cartegraph’s documentation and specifications. Cartegraph is under no obligation to modify the Solutions so that the modified Solutions would depart from Cartegraph’s published documentation and specifications for such Solutions. Page 9 of 9 Addendum B • Cartegraph Systems LLC Addendum B - Field Services (Fee for Service) Cartegraph Field Services – Scope of Work • The Field Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services which will be delivered to the Customer based on the descriptions below and on the terms and conditions and subject to the limitations set forth in this Addendum B, the applicable Purchase Agreement, and the Cartegraph Solutions Agreement. Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. Cartegraph OMS – Implementation Scope of Work Implementation of the Operations Management System (OMS) includes the following professional services: Setup • Cartegraph will setup a hosted, test and production OMS environment. • Cartegraph will provide an overview, up to two (2) hours, of Cartegraph and ArcGIS Online user -based logins and User/Role functionality. • Cartegraph will provide a template file to be utilized by your staff to populate Roles and Users to be utilized for OMS. • Cartegraph will utilize the template to create users and roles in OMS. (Note: Subsequent User and/or Role changes will be your administrator’s responsibility.) • Cartegraph will provide documentation and guidance, up to four (4) hours, for your technical GIS staff to configure Esri Basemap Services for OMS integration. Guidance will be geared towards OMS/Esri integration functionality and requirements. • Cartegraph will setup the OMS Platform, including the Request, Work, Resource, and Asset Management areas of the software. Asset Management solutions will be setup for all solutions referenced in the Assets section of the scope unless otherwise noted. Consulting • Cartegraph will provide up to four (4) remote requirement gathering workshops, a total of eight (8) hours, to increase our understanding of your business and functional goals. Through workshops and interviews, Cartegraph will identify best fit scenarios for OMS and provide a brief including any challenges as well as recommendations for OMS best practices relevant to your implementation. Training • Cartegraph will provide up to twelve (12) hours for Champion training. The deliverables will be defined, and agreed upon, by both your and Cartegraph’s project managers. Topics may include any of the following: o Project or implementation consulting o System configuration for your current products o Champion Training Addendum B Go-Live Support • Cartegraph will provide up to two (2) remote web conferences (not to exceed 4 hours total) to be utilized for Go-Live Support. The agenda will be defined, and agreed upon, by both your and Cartegraph’s project managers. Topics may include any of the following: o Refresher training for items listed in the scope of work o Field, Layout, and Report configuration guidance, if applicable Data Services • Cartegraph will provide one test and one production data load service through standard import/export functionality. Cartegraph will provide template documents for data population. Once populated by your staff, Cartegraph will load the data into your test or production OMS environment. Data loads may include data such as: o Parent level asset records o Asset location (spatial x/y) attributes o Parent level resource (Labor, Equipment Material, Vendor) records o Resource Rate (Labor, Equipment, Material) records o Standard system libraries • Cartegraph will provide one test and one production Standard Data Conversion service to assist with your migration from the latest version of Cartegraph Navigator to Cartegraph OMS. The Standard Data Conversion service includes the following: o Assets ▪ Parent records and associated parent-level attributes ▪ Child records and associated child-level attributes ▪ Inspection records, including: • Date • OCI • Condition Category and Index records • Note: Cartegraph OMS does not support Bridge NBI or Storm/Sewer NASSCO inspection methodology. This data is not included in the Standard Data Conversion service. ▪ Work events in Navigator’s Asset Event table o Work Orders o Requests o Resources (Labor, Equipment, Material) ▪ Parent record and associated parent-level attributes ▪ Current Default Rate record • Note: Customer is responsible for creating additional rate records to account for overtime, overhead, and/or FEMA rates, if applicable ▪ Equipment • Fleet Events, if applicable ▪ Material • Current Quantity-on-Hand • Vendor Price Quotes ▪ Vendor • Parent record and associated parent-level attributes • Contacts o Libraries Addendum B ▪ Standard and custom library data – not specifically excluded below o Attachment Paths ▪ The file paths for Attachments will be updated to refer to the OMS project home. Your internal staff will be responsible for physically relocating files to the project home folder structure required for OMS. Cartegraph will transfer attachment files to the project home folder structure for hosted customers. However, files must be provided in the previously mentioned OMS project home folder structure. o Standard Conversion Exclusions ▪ Labor, Equipment, Material Logs ▪ Worksheets ▪ Citizen data ▪ Assets: • Bridge: NBI inspection data • Storm/Sewer: NASSCO inspection data • Pavement: Detailed Distress inspection data ▪ PAVEMENTview Plus: Budgets, Scenarios, Models, and associated settings ▪ Libraries: • Overall Ratings • Condition Category Ratings ▪ Attachment Files ▪ Custom attachment fields or tables Assets Asset implementation includes the following professional services: • Cartegraph will provide installation and training on the following twenty-four (24) asset types: o Transportation (3) ▪ Pavement; Sign; Support o Sewer (3) ▪ Sewer Main; Sewer Manhole; Sewer Pump o Water Distribution (4) ▪ Water Hydrant; Water Lateral; Water Main; Water Valve o Storm (5) ▪ Storm Basin; Storm Inlet; Storm Manhole; Storm Outlet; Storm Pipe o Parks & Rec (3) ▪ Park; Playground; Tree o Fleet (1) ▪ Fleet o Facilities (2) ▪ Facilities; HVAC Equipment • Cartegraph will provide up to five (5) field configurations for each asset type listed above. Addendum B Cartegraph will provide all services remotely via audio, video, and web conferences unless otherwise noted. Exclusions The following service items are not included in the scope of this project: • Implementation of any custom modification or integration developed by Cartegraph, your internal staff, or any third-party is not included in the scope of this project unless specifically listed above. • Data conversion services from other software system(s) or sources (including Cartegraph Navigator databases) are not included in the scope of this project unless specifically listed above. • Any service items discussed during demonstrations, conference calls, or other events are not included in the scope of this project unless specifically listed above. Customer/Cartegraph Responsibilities Project representatives from Customer and Cartegraph accepts responsibility for all aspects of project planning, management, and execution not specifically identified as the responsibility of Cartegraph in the Agreement or in the Purchase Agreement. Ongoing management of the day-to-day allocation of Customer and Cartegraph resources and management of project tasks is the responsibility of the Customer and Cartegraph project representatives. Customer and Cartegraph project representatives will provide overall guid ance and direction for the project and will direct the project accordingly. Further, and with regard to the Cartegraph obligations listed in this Purchase Agreement, Customer understands that it is vital to the success of the project that Customer provides assistance in the following matters: 1. For those services listed under Field Services, Cartegraph personnel will conduct information gathering and evaluation sessions with various Customer Users and management. While Cartegraph respects the time and workload of Customer staff, dedicated time on the part of the appropriate Customer resources is necessary to complete these exercises. 2. The installation process requires the assistance of Customer personnel and suitable access to hardware and systems (e.g., security clearance). Customer is required to supervise the installation process while systems are accessible to Cartegraph. All hardware and software, for both personal computers and servers, is expected to be available, installed, and operating as specified in Cartegraph’s system requirements documentation such that delivery and execution of Cartegraph Field Services will not be impeded. 3. Customer and Cartegraph understand that the successful performance of Field Services depends upon Customer fulfilling its responsibilities. The Project assumes that Customer will provide all personnel required to achieve a successful implementation, including a dedicated project manager responsible for reviewing the implementation scope of work, ensuring all attended meetings are attended by invited staff, and providing leadership and insight on all relevant internal issues such as policy/procedure, organizational structure, project stakeholders, technical architecture, data, and current systems. Customer responsibility also includes internal documentation, intern al change management, task completion, staff coordination and schedule commitment. 4. Customer will provide Internet access and IT staff support as required. For those services that are web -based, Cartegraph utilizes WebEx Meeting (or similar) technology. 5. Customer shall ensure that their workstation platform and database meet Cartegraph system requirements as specified in the Cartegraph System Requirements documentation. Solutions will be supported within new versions of these workstation platforms and databases within a reasonable period of time from their release from their manufacturer. Cartegraph will discontinue support of its Solutions within older versions of these workstation platforms and databases as their support is discontinued by their manufacturers. 6. Customer agrees to work with Cartegraph to schedule Field Services in a timely manner. All undelivered Field Services shall expire 365 days from the execution of this Purchase Agreement, unless noted differently in Services Scope listed above. Upon expiration of services, the project may be cancelled at Cartegraph’s discretion. Addendum B Not-to-Exceed Purchase Agreement Cartegraph will not exceed the total included in this Purchase Agreement without written approval from Customer. In the event it becomes apparent to Cartegraph that additional Service will be needed due to any changes in the scope of this Purchase Agreement, Cartegraph will notify Customer prior to exceeding the approved efforts and obtain written approval if additional Services are required.