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Survey and Mapping LLC - PSA - Cont. No. 1101 - 2.5.2024
SURVEYING AND MAPPING, LLC. PROFESSIONAL SERVICES AGREEMENT For WATERLOO, IA PROJECT NAME Third Party Easement Mapping Services Prepared for: Quentin Hart Mayor City of Waterloo 715 Mulberry St. Waterloo, IA 50703 By: Kirk Larson, Director of GIS Operations Surveying And Mapping, LLC. 501 N Market Street Maryville, MO 64468 (660)562-0050 Submittal Date: January I2, 2024 PROFESSIONAL SERVICES AGREEMENT This AGREEMENT made and entered into by and between the City of Waterloo, IA (hereafter referred to as "CLIENT") and Surveying And Mapping, LLC, (SAM, LLC), whose place of business is located at 501 North Market, Maryville, Missouri, (hereafter referred to as the "COMPANY"). PURPOSE AND INTENT This agreement covers the data collection, creation and construction of easements in the GIS program for The City of Waterloo, IA in accordance with the attached Scope of Services in ATTACHMENT A for a GIS Implementation Program. WITNESSETH WHEREAS, the COMPANY shall provide all qualified personnel and materials as required for the implementation of a utility GIS program for the CLIENT, and; WHEREAS, the COMPANY has prior experience in this and/or other related mapping projects and therefore has a complete understanding of the needs and purpose of this utility GIS program and; WHEREAS, the CLIENT desires to utilize the GIS services of the COMPANY; NOW HEREWITH, the COMPANY agrees to execute this program and provide the services as outlined in the attached specifications known as ATTACHMENT A, herein made a part of this agreement. SECTION ONE- GENERAL PROVISIONS .1 Whenever the term "CLIENT" is used, it shall mean The City of Waterloo, Iowa. .2 Whenever the term "COMPANY" is used, it shall mean Surveying And Mapping, LLC. .3 Whenever the term "GIS" is used, it shall mean Geographic Information System. .4 Whenever the term "ATTACHMENT A" is used, it shall mean the ATTACHMENT A — Scope of Services Document dated December 29, 2023, presented to Waterloo by SAM, LLC. .5 This contract between The City of Waterloo and SAM, LLC shall be deemed an Iowa contract and shall be governed by the Laws of the State of Iowa. It is specifically understood by the parties that this contract is not a contract with the State of Iowa. The COMPANY shall not assign, transfer, convey, sublet, or otherwise dispose of this contract, or any resulting agreement or its rights, title, or interest therein, or its power to execute such agreement, to any other person, COMPANY, or corporation, without the previous written approval of the CLIENT. 1.6 At the conclusion of this contract or in the event this agreement terminates, all work products of any kind and description shall become the property of the CLIENT. SAM, LLC City of Waterloo, IA GIS Agreement 01/12/24 Page I 1.7 Whenever the term "AGREEMENT", is used, it shall mean this document and all attachments and addendum and shall constitute the full agreement and complete contract between the parties except as amended according to Section 10. 1.8 COMPANY agrees to save and hold harmless the CLIENT and its agents, servants, and employees of, and from, any and all liabilities, expenses, causes of action, damages and attorney's fees resulting, or to result, from any of the COMPANY's business or operations resulting from any act or omission of the COMPANY's agents, servants or employees. 1.9 COMPANY shall comply with all applicable laws, ordinances, codes, and regulations, including all applicable OSHA regulations, in the performance of this contract. If the COMPANY is contacted by any federal, state, county, or CLIENT agency, or any private agency, regarding any aspect of this AGREEMENT, the COMPANY shall promptly contact the CLIENT and shall not respond to the agency without being expressly authorized by the CLIENT to do so. SECTION TWO - ADDITIONAL PROVISIONS 2.1 The Engineering Department GIS Technician shall designate the employees to be trained on the GIS program. Training provided by the COMPANY shall be sufficient to familiarize the CLIENT'S designated employees to operate and work within the GIS program. 2.2 The COMPANY shall, at the request of the CLIENT, prepare and present to the CLIENT, a progress report for each phase of the project. 2.3 During the term of this agreement and at all times COMPANY provides services to CLIENT, COMPANY shall have in effect commercial general liability insurance, automobile liability insurance and workers compensation and employers' liability insurance in those amounts set forth on the Certificate of Liability Insurance attached hereto. 2.4 COMPANY shall provide to the CLIENT, as Certificate Holder, a current certificate of insurance reflecting those coverage's set forth on the attached certificate that will remain in effect at all times COMPANY provides services to the CLIENT under this AGREEMENT. SECTION THREE - SCOPE OF SERVICES 3.1 COMPANY agrees to perform the Scope of Services outlined in Attachment A of this AGREEMENT. Attachment A is hereby incorporated into this AGREEMENT. SECTION FOUR - PROSECUTION OF WORK AND COMPLETION 4. I The COMPANY shall commence the work to be performed under ATTACHMENT A of this AGREEMENT after acceptance and project schedule approval by the CLIENT and COMPANY. 4.2 The COMPANY shall carry on the GIS Implementation program without interruption and shall make available to the CLIENT all work that has been completed and approved by the CLIENT to be used by the CLIENT during and at the completion of this contract agreement. 4.3 To meet the CLIENT's final delivery date of all approved items in ATTACHMENT A on August I, 2024, a Notice to Proceed from the CLIENT is required no later than February I, 2024. SAM, LLC City of Waterloo, IA GIS Agreement 01/12/24 Page 2 4.4 No extension time shall be granted to the COMPANY unless the request for an extension is made in writing fifteen (15) days prior to the expiration date of this contract. The request must be approved by the CLIENT and must be based on one or more of the following: 4,4.1 Acts of nature that directly affects the COMPANY's ability to perform. 4.4.2 Acts of government agencies that may affect the COMPANY'S performance. 4.4.3 Circumstances beyond the control of the COMPANY and not due to any negligence on the part of the COMPANY or its employees (fire, floods, emergencies, or delay brought about by others, etc.) SECTION FIVE - FEES FOR SERVICE AND METHOD OF PAYMENT 5.1 For the performance of the AGREEMENT by the COMPANY, the CLIENT shall pay the COMPANY the rate as listed below for the scope of work and deliverables in ATTACHMENT A of this agreement. Fee Schedule will be itemized as follows: 5.1.1 Easement Mapping $93,750.00 5.2 CLIENT reserves the right to request additional work and changes where unforeseen conditions require changes and work beyond the scope of services in ATTACHMENT A. Additional work requested by CLIENT or recommended by the COMPANY, that is not part of ATTACHMENT A of the AGREEMENT shall require a supplemental agreement and must be approved by both the CLIENT and COMPANY prior to performing any additional work or changes, or incurring any additional costs therefore. 5.3 Any change in compensation shall be covered in the supplement agreement. COMPANY shall not be compensated for additional work beyond ATTACHMENT A when the CLIENT has not given prior written approval to the COMPANY. 5.4 All work performed under this AGREEMENT will be invoice by the COMPANY to the CLIENT on a monthly basis throughout the duration of the project. The CLIENT shall remit payment on invoices submitted by the COMPANY within 30 calendar days. 5.5 Invoices unpaid after 45 days may be subject to a monthly service charge of 1.5% on the unpaid balance. In the event any portion of an account remains unpaid 120 days after the invoice date, COMPANY may institute collection action and CLIENT shall pay all costs of collection, including reasonable attorney's fees. SECTION SIX - OWNERSHIP AND DISTRIBUTION OF MATERIAL 6.1 Ownership of all data and materials created for the performance of this agreement as identified in ATTACHMENT A involved herein shall belong to the CLIENT. 6.2 No copyright of any nature shall be granted to the COMPANY by the CLIENT relative to any material or product resulting from this agreement and GIS Implementation program. 6.3 One -Time or subsequent requests for electronic data files and/or web -based GIS access will not be provided or distributed to any third party without the CLIENT'S written consent. COMPANY reserves the right to charge any third party for time and materials associated with preparation and delivery of the CLIENT'S data. SAM, LLC City of Waterloo, IA GIS Agreement 01/12/24 Page 3 SECTION SEVEN - CLIENT RESPONSIBILITIES 7.1 CLIENT will be responsible for public communication to citizens within the project's geographical boundaries. Prior to commencement of the project, CLIENT will provide to the COMPANY with a document signed by an authorized CLIENT agent briefly explaining the project and stating the appropriate contact method for the CLIENT. 7.2 CLIENT will be responsible for ensuring all desired employees are present for the project kick-off meeting when the COMPANY'S Project Manager comes on -site for the Kick -Off Meeting. It is the CLIENT'S responsibility to communicate to any employees not present at the Kick -Off meeting. 7.3 CLIENT will designate the employees who will receive training on the GIS program and will ensure they are present for the training provided by the COMPANY. Additional or Subsequent training requests are considered supplemental services. 7.4 CLIENT will be responsible for any and all costs associated with obtaining GIS data from 3rd parties for the purpose of integrating into the GIS program developed by the COMPANY. 7.5 CLIENT shall, at the request of the COMPANY, uncover and provide access to features documented in the report provided by the COMPANY within 90 days of notifications by the COMPANY. In the event the CLIENT does not uncover or make accessible those features within 90 days of notification by the COMPANY, the COMPANY reserves the right to treat additional field work as it pertains to the features listed in the report provided by the COMPANY, as supplemental services complying with the guidelines in Section 5 of this agreement. COMPANY reserves the right to adjust the final deliverable date as defined in Section 4 in accordance with any delays on the part of the CLIENT in excess of 90 days. 7.6 CLIENT will be responsible for completing and returning draft and check plot maps to the COMPANY within 45 days of receipt. COMPANY reserves the right to adjust the final deliverable date as defined in Section 4 in accordance with any delays on the part of the CLIENT in returning draft and check plot maps to the COMPANY. 7.7 CLIENT will be responsible for hardware and software updates and set-up to CLIENT -end personal computers, tablets, and smart phones as COMPANY's maintenance and development responsibilities to the CLIENT only apply to server -end (COMPANY -end) software and systems. CLIENT responsibilities include making necessary web browser updates and general device maintenance to maximize the performance of the CLIENT's web -based GIS program. 7.8 CLIENT designates the Engineering Department GIS Technician as the internal staff member who will serve as the main project contact for the COMPANY, oversee and accept the completed work by the COMPANY for the CLIENT as work proceeds and is completed under this AGREEMENT. SECTION EIGHT - COMPANY PERSONNEL AND RESPONSIBLITIES 8.1 The COMPANY shall use competent employees in the performance of this contract. All employees must have sufficient skill and experience to properly perform the work assigned. 8.2 COMPANY Employees with the responsibility of carrying out highly technical portions of this contract SAM, LLC 01 / 12/24 City of Waterloo, IA GIS Agreement Page 4 shall have sufficient education, training or experience in such work to perform it properly and satisfactorily in the manner outlined in these specifications. 8.3 It is understood and agreed that all personnel, except as provided elsewhere in this agreement, shall be employees of the COMPANY. It is understood and agreed that the CLIENT may require the COMPANY to remove from the project any person the CLIENT considers being incompetent or negligent in the performance of his or her duties or who is guilty of misconduct, and such person shall not be re-employed on the project. 8.4 The COMPANY assigns Ryan Schieber, as the project manager for this project. The project manager will administer the scope of services as defined in ATTACHMENT A, schedule the installation of the GIS for the CLIENT, confirm that the utility GIS mapping system is operational, and provide training. SECTION NINE - TERMINATION OF CONTRACT 9.1 If, for any reason, the COMPANY shall fail to fulfill its obligation in a timely and proper manner under this contract, or, if the COMPANY shall violate any of the covenants, agreements, or stipulations of this contract, or, if a petition in bankruptcy or for reorganization under the Bankruptcy Code is filed by or against the COMPANY, or an order is entered adjudicating the COMPANY bankrupt or insolvent, or a trustee, receiver or custodian is appointed for the COMPANY, or an assignment for the benefit of creditors of the COMPANY is made, the CLIENT shall thereupon have the right to terminate this agreement on ten (10) days written notice by the CLIENT. SECTION TEN - CONTRACT AMENDMENTS OR ADDITIONS 10.1 No amendments or additions shall be made to these technical specifications without a written and signed agreement by both the CLIENT and the principal or principals of the COMPANY under this AGREEMENT. 10.2 Matt Sorensen and Kirk Larson are the appointed individuals with the COMPANY that have the authority to make amendments or additions to the AGREEMENT. 10.3 The Engineering Department GIS Technician will oversee and accept the completed work by the COMPANY for the CLIENT as work proceeds under this AGREEMENT. SAM, LLC City of Waterloo, IA GIS Agreement 01/12/24 Page 5 SURVEYING AND MAPPING, LLC AND WATERLOO, IOWA PROFESSIONAL SERVICE AGREEMENT This AGREEMENT is approved and accepted by the CLIENT and COMPANY upon both parties signing and dating the AGREEMENT. The effective date of the AGREEMENT shall be the last date entered below. THE CITY OF WATERLOO, IOWA APPROVED BY: Queen Printed/Typed Name: Quentin Hart Title: Mayor Date: 2/5/2024 Attest: Xerfey 'Fe[ch[e 4u Printed/Typed Name: Kelley Felchle City Clerk 2/5/2024 Title: Date: Surveying And Mapping, LLC APPROVED BY: Printed/Typed Name: Kirk Larson Title: Director of GIS Operations Date: January 12, 2024 SAM, LLC City of Waterloo, IA GIS Agreement 01/12/24 Page 6 It li Sjitiikff% ment A RFP Response Contact: Ryan Schieber 6604) ryan.schieber@sam.biz Surveying And Mapping, RFP RESPONSE FOR: Third Party Easement Mapping Services SUBMITTED T0: City of Waterloo, Iowa December 29, 2023 SUBMITTED BY: Surveying And Mapping, LLC 501 N. Market St. Maryville, MO 64468 660.562.0050 1 gis@sam.biz Attachment A: SAM, LLC 11 501 N. Market St. I Maryville, MO 64468 Ofc 660-562-0050 I gis@sam.biz I www.sam.biz December 29, 2023 City of Waterloo Engineering Department 715 Mulberry St. Waterloo, IA 50703 RE: RFP for Third Par .sement Mapping Services SAM Su professional ease data manipulatio mapping and pr solicitation. The foll SA/A pping, LLC (SAM) respectfully submits our qualifications to the City of Waterloo, IA to provide services. SAM has 25+ years of cadastral mapping experience for the purpose of source n upping. Our key personnel combine for over 50 years of experience in easement and stand ready to provide the services to Waterloo as requested in the RFP ristics make SAM uniquely capable of overseeing this project: • SAM's senior project source data manipulation of Waterloo's easement proj opportunity, Ryan Schieber, has over 20 years of experience in data remediation, struction and easement mapping services. His leadership will ensure that the City fully completed on time and meet all requirements and expectations. • SAM has provided consulting and c mapping es to over 500 counties, cities and other entities across the country. Our dedicated GIS staff has p •• : e se es as requested in this RFP hundreds of times over for counties. While we are confident that th pers I s lected for this project will be sufficient to meet any timeline requested by Waterloo, SAM's deep bench of n wi rces and cross -trained professionals ensure that SAM is well positioned to meet and exceed Waterloo's oat effici cy and accuracy. • SAM has the resources to dedicate an experienced prof ea PS Field Staff, GIS Technicians, GIS Specialists and Analysts, Programmers and ArcGIS Server developers to ensur ojeriency and overall product quality. • SAM has designed, mapped and supported hundreds of counties d I ver ment clients across the country. We take pride in our ability to scale deliverables and solutions tha ter- -s and goals of every client. Our unique combination of Esri experience, easement mapping expertise, a reco management and unrivaled support are why more than 70% of our annual GIS revenue comes from • peat o feents. Thank you for the chance to present our company for this opportunity. Our team o proonals has the experience and capabilities to support your GIS program. Respectfully submitted, .Ct-?„ Ryan Schieber Senior Project Manager Trusted Knowledgeable Innovative SAM Attachment A: SA GEN EF Al. FARM INFORMATION Project Understanding SAM understands that the City of Waterloo is looking for the most qualified firm to provide professional source data manipulation and easement mapping services in order to provide the city with accurate mapping data to operate from. This project would not be a rare opportunity for our GIS specialists, but something our professionals have successfully completed hundreds of times over for local governments across the country. SAM's vision for long-term success, along with a unique understanding of the inner -workings and the geospatial needs of local government, se apart from other GIS firms. We offer our clients a distinct commitment to high -quality professional standards and hinking perspective we believe is unique in this industry. For over 0 year and our philosop individual client ned successful GIS programs built on a foundation of the highest accuracy possible ingGIS. Done Right". This ensures every project is uniquely designed to accommodate ans. SAM boasts one of th'ha s me erse and experienced design and consulting firms in geospatial and mapping services. Our company is c = _ as bled to provide the best solutions to counties and cities. This commitment to providing the very best in G as - our company the trust of countless organizations, and an extensive list of references and supporters ac SAM specializes in geospatial services cutting -edge Esri software for the purpo team understands that every solution we impl nt mu why SAM is consistently hired based on qualifications and successful in providing the following GIS servic staff capable of utilizing precision -accurate GPS equipment and programs and integrating the most accurate data. The SAM GIS prove the efficiency and accuracy of daily operations. This is ly recommended by our client base. Our team is proven • ROW and Easement Mapping • GPS Field Mapping • Consulting • Utility/Infrastructure Data Collection • Asset Management Integration • Utility Inspections • GIS Data Development & Mapping • Data Conversion • Custom Programming • Web -Based, Mobile GIS & Asset Management 29 years t • Ent • Co . ition • Strategi nni • System Anal SAM's GIS Resume Maintenance & Support I Mapping ized Training 9 ) GIS Services ustomization mentation Geospatial firm Esri & GISP Esri partnership National firm of 300+ GIS Leaders in GIS since 1994 ■ certified Staff ■ since 2005 I 1,500+ staff ■ clients nationally ' implementation City of Waterloo, Iowa RFP for Third Party Easement Mapping Services SA// Attachment A: SP 'BEN EF Al FIRM INFORMATION State and Local Government Specialty SAM is pleased to be an Esri Silver Business Partner, including the ArcGIS System Ready Specialty that recognizes SAM for staying current with Esri technology. Although we focus most of our GIS development, customization, and implementation efforts on Esri-based applications, we can easily handle data from, interface with, and deliver data to other GIS and CAD systems. SAM is also finalizing the processes for the State and Local Government Specialty, demonstrating SAM's expertise and experience in working with city, county and state governments. ArcGIS System Ready Specialty Regional GIS Experience The inset map shows the 6-state region that the SAM GIS regularly serves and is a testament to our rience in GIS and GPS mapping, data development and GIS management solutions and services throughou e region. Whether a community of 500, or a metropolitan city of 150,000+, SAM has the experience, equipm t and manpower to serve you. SAM has designed and implemented over 225 successful utility GIS projects in this area, many of which are maintained on the SAM Integrity GIS platform. City of Waterloo, Iowa RFP for Third Party Easement Mapping Services SAM Attachment A: SP ,ATE VIE N'r OF QUALIFICATIONS CAPACITY TO ACCOMPLISH WORK SAM GIS technicians have accurately mapped millions of land parcels, legal descriptions and easements as part of base layer data creation for utility, county or municipal GIS programs. Research for these layers come from plats, tax maps, General Land Office (GLO) plats, Registered Section Corner documents, recorded subdivision plats and survey plats. SAM GIS technicians utilize numerous topology rules to ensure spatial continuity throughout the completed GIS data layers. SAM uses standard Esri geodatabase topology rules to verify edge matching, common boundaries, point duplication, connectivity, line quality, segmentation, and point criteria. For all of the 500+ GIS development projects completed by SAM, our skilled tec• - ns have integrated aerial photography, county parcel and ownership data, utility easement and ROW data, . zoning information, and state and federal data layers. As a full -service p integrity and Ion maintaining GIS .. a desired by Waterloo Our GIS technicians use a all available research and sou Approach" to mapping data in the recompile the cadastral data. firm, SAM provides a solid geospatial foundation for all of our clients to ensure the I ogram. With more than 20 years of demonstrated experience in developing and nments, SAM has the knowledge and technical expertise to provide all of the services 15 13 11 9 7 tt 5 3 SAM Team Capacity & Workload 2021 3 1 Jefferson Co. Data Parcel Maintenance 0 20 18 16 14 12 4 2 Reconstruction 4 protocol on every GIS project and each technician has been trained to identify the data being mapped in the GIS. Our staff employs a "Land Surveyor's t proc,�ss to ensure accuracy. Technicians prioritize relevant data to 5 NG911 ROW/Easement Municipal / Utility Other Projects Maintenance Mapping GIS Support 0 SAM Team Capacity & Workload 2022 2 3 4 5 6 intenance NG911 ROW/Easement Municipal / Utility Other Projects Maintenance Mapping GIS Support • Staff Capacity • Staff Utilized _ • Staff Capacity ■ Staff Utilized Projected Capacity & Forecast 2023-2024 1 2 3 4 6 Barton Co. Data Reconstruction MO NG911 Projects Parcel / NG911 Maintenance ROW / Easement Mapping Municipal / Utility GIS Support W Other Projects • Staff Capacity • Forecasted Staff Utilization The graphs above illustrate the SAM Team's workload matrix for the past two years and our best estimate of project capacity and forecasts for the upcoming year. The SAM Team recognizes that in today's market, clients are requiring increased need in ongoing maintenance and support for their GIS programs. To address that concern, SAM has proactively committed more than enough resources to grow with that need, while maintaining the staff necessary to execute this project. Our comprehensive understanding of the needs and schedule for this allows us to tailor our approach and ensures that we are well positioned to support this contract. City of Waterloo, Iowa RFP for Third Party Easement Mapping Services SAM Attachment A: SAM, L� PROJECT EXPERIENCE Webster City, IA Nowpaton Se Webster City, Iowa Analysis Exiting Utility Reports Full Extent Poem In Zoom Out Pen Rest. ai tayM Filter Layers... — p Utility Data + o Send, Sewer + o WaterNralwe,k + O Storm Sewer + Assessor DM — Pummel to Easement IS POW MIN PPPteBnPM [] ]Pt.AW Photography le want to... V A Identity E. Data Poolornarlw $y P9 e• © 0 Layers iaseS Help SAM utilized RTK survey -grade and mapping -grad conducting in -field inspections of all attributes res When the data collection was complete, SAM built th management and GIS solution for municipalities and utilit Additionally, SAM utilized existing easement maps to construc city's geodatabase and SAM Integrity site. Key Services for This Project: • RTK Survey -grade GPS Data Collection n Inventory / Inspection of all Utility Attributes O Utility Network GIS Development O Web -based Integrity' GIS Implementation n Additional Layers for County & Easement Data UTILITY& GIS DATA WEB -BASED, INFRASTRUCTURE DEVELOPMENT & MOBILE GIS & ASSET DATA COLLECTION MAPPING MANAGEMENT After several years of attempting in-house GPS locating utility features and hosting their own GIS, Webster City, Iowa got to a point where they needed professional GIS services. City staff was unable to update the GIS as fast as was needed for departments to successfully operate. Unhappy with the lack of progress made in-house, Webster City sought out SAM in 2018 to locate and map storm water, sanitary sewer and electric utility networks and incorporate the data into a GIS database. o map all features in the utility networks, anagement capabilities for the city. se in SAM IntegrityTM, a web -based asset veloped and hosted by SAM. easement data layer within the Integri user environm- .cro mobile devir . An geodatabase fro Those same auth and analyze the mapping da updated for all users. fra ► - ork allows a multi- y platform, including o ized user can access the ywhere, both online and offline. ed users can vi- t, manage lessly Today, Webster City has a complete -odatabase with built-in features that allow t ity to run custom queries, add and edit features within their utility data layers, conduct hydrant flow tests or valve exercises, run water main or hydrant reports all with pinpoint GPS accuracy and the most up-to-date aerial photography available to the city. City of Waterloo, Iowa RFP for Third Party Easement Mapping Services SAM Attachment A: SAM, L� PROJECT EXPERIENCE Associated Electric Coop. Inc. Navigation Search Tasks Analysis } navigation Layers Filter Layers... — Q *Ea Q ^ , ParcN Q Q Easement fa Lease Q Mineral Flights Q 0 Overflew Easement Plant Q • AEC! Substation - AEC, Transmission ▪ t _Substation _ Transmission Q ❑ Section rownshii Range ant to... Bookmarks Add Bookmark ■: ® Pont boort Linked Maps Tram, Videos kmked Maps Help UTILITY& GIS DATA WEB -BASED, MAINTENANCE INFRASTRUCTURE DEVELOPMENT & MOBILE GIS & ASSET & SUPPORT DATA COLLECTION MAPPING MANAGEMENT Associated Electric Cooperative Inc. (AECI) provides electricity across 51 local electric cooperatives in Missouri, Iowa and Oklahoma. AECI serves over 910,000 homes, farms and businesses with a network across 10,180 miles of high -voltage transmission lines, as well as substations and other facilities spanning across the three -state region. AECI was in need of a centralized databa for all utili restructure information that would allow simultaneous access to all office and field staff in a secure environ . T .pa. y of working from utility data in real-time would ensure efficient operations for AECI. SAM was selected to map all previously scann technicians mapped all transmission line records access associated easement deeds, land lease agreem eas a GI A custom query feature was developed by SAM to enable data lay transmissions, easements, leases, mineral rights, overflow easements, ent documents into a web -based GIS. SAM yer, with hyperlinks within the data layer to eral warranty deeds. s to filter through substations, and section township ranges. SAM's IT staff updated AECI to the latest version of Esri ArcGIS software an• _ e• so that AECI could fully utilize the GIS capabilities. When AECI required grading around one of the Missouri -based plants, SAM field cre all area utilities and incorporated the data into the utility's GIS site. SAM continues to provide assistance to AECI on a number of GIS upgrades to reflect changes and additions to AECI's transmission lines. e location and mapping of Key Services for Thi- : -oje ;t: • GIS Repository of Transmission ,ne Easement Documents • Hyperlinked Deed Reference within GIS n Web -based Integrity' GIS Implementation • Ongoing Technical Support & Maintenance City of Waterloo, Iowa RFP for Third Party Easement Mapping Services SA// Attachment A: SAM, LLPPOJECT EXPERIENCE McPherson BPU Nang.. Search .arts M.M. Editing ., + a m ED* a® o Easement < Description Hyperllnks 1.312 DetallS in meeting those expectations. McP ers and develop a GIS website. Their goal in every utility feature to improve overall effi digitized and mapped all available easem PU se ted rtingthi • McPherson BPU's geodatabase to allow future C(A?h.)' UTILITY& WEB —BASED, INFRASTRUCTURE MOBILE GIS & ASSET DATA COLLECTION MANAGEMENT The McPherson Board of Public Utilities has been providing water and electric service to the City of McPherson, KS (pop. 13,155) and the surrounding area for nearly 50 years. More than 8,600 customers, from residential to commercial and industrial, depend on McPherson BPU to provide reliable utility services with minimal disruptions in service. The Utility determined that GIS would be a valuable investment to GPS locate and map their primary and rural electric network was to ensure that they had accurate records and locations of ance and daily operations. As part of this project, SAM sements created as an individual feature class within To date, SAM has completed two GPS/GIS projects for M. erson GIS program. The first phase of the project consisted of GPS to g the included primary poles and all attached gear, street lights, flooights mounted vaults, cabinets and J-boxes, substation, and primary poi at SAM collected information on hardware and a full set of attributes pe collected and coded as per feature with specialized software developed survey, accessible to field staff for support in daily tasks. Public Utilities to establish and develop their utility ary electric network. The features collected lights, pad mounted transformers, pad ditionally, the professional field staff ures. All of this data was consistently ns - standardization during the field As part of this initial phase, SAM also converted McPherson BPU's CAD data fort eir rur this data was also mapped into the GIS program. SAM also developed an Integrity GIS their accurate data in a centralized, enterprise environm Additionally, McPherson BPU requested that SAM GPS collect their entire water network utilizing survey grade (+/- 2 cm) GPS technology. Once the features and attributes were collected, all data was mapped and integrated into the Integrity GIS website. In 2016, McPherson BPU contracted SAM to perform GPS data collection and field inventory on the secondary electric system. work. Once converted, BPU to securely store Key Services for Phis Prop- , ❑✓ Water GPS Mapping • Primary Electric GPS Mapping nEasement Mapping Services n Rural Electric CAD Conversion ❑✓ Increased Efficiencies in Network Maintenance City of Waterloo, Iowa RFP for Third Party Easement Mapping Services SAM Attachment A: SAM � KEY PERSONNEL Key Personnel SAM's "client -focused" approach, and experience in project management has been the cornerstone of success for SAM in a market that does not expect, but rather demands a high level of service. Therefore, the proposed team members for this project have a unique combination of mapping knowledge and experience in project management, GIS data development, parcel maintenance and quality control procedures. All project requirements and specifications will be met by the key personnel identified in this section. PROJECT SAM's e importance of in At the foundation around listening, On every project, SAM u stakeholders. Senior Proje and development, to QA/QC and complexities to ensure that ENT ccessful completion of GIS projects across the country proves that SAM understands the nge and communication during the entire life of the project to reach a successful outcome. ch SAM's proactive management philosophy, which anticipates challenges, revolves partnering. roach and encourages open communication channels with the client and their Schieber will oversee all aspects of this GIS project, from initial data acquisition d final delivery. Internal metrics and procedures are in place for projects of all sizes s are met and/or exceeded. Personnel Availability: Each individual listed in the organizational chart to the right are 100% committed to their role in the project. SAM has a proven record of successfully managing numerous projects simultaneously, all while meeting project budgets, timelines and expectations. 50+ Additional GIS Technicians as needed City of Waterloo, Iowa RFP for Third Party Easement Mapping Services SAM Attachment A: SAK/1 KEY PERSONNEL Ryan Schieber • Senior Project Manager EXPERIENCE • SAM: 20 years • Professional: 20 years EDUCATION B.S. Geography & GIS, NWMSU- Maryville, MO TECHNICAL • Esri • Parcel fabric • Geocortex® • NG911 addr • Geodatabase de • Software installation • Manages on -site & o Project Experience Pro, Enterprise GIS Development, Easement Map Ryan served as Sr. GIS Specialist for this features in the utility networks, conductin: - nspe for the city. When the data collection was co ete, S management and GIS solution for municipalities an utilized existing easement maps to construct an edi Integrity site. SAth Ryan Schieber has more than 20 years of experience at SAM and provides a wide range of GIS development and conversion services. As Senior Project Manager, Ryan manages the geodatabase design and coordinates the data development of all projects, oversees and assists with quality control procedures and provides technical support to clients on a daily basis. He is trained in the latest ArcGIS software and applications. Ryan's responsibilities also include overseeing and providing support to every aspect of GIS projects, from field processes, to QA/QC operations. His expertise ensures that deliverables exceed all expectations. Ryan uses his vast experience in GIS data integration and development in overseeing the GIS program development portion of projects while assisting with any technical support issues, not providing technical support issues. apping for Webster City, IA ed RTK survey -grade and mapping -grade technology to map all ns of all attributes resulting in asset management capabilities uil the GIS database in SAM IntegrityTM, a web -based asset ies developed and hosted by SAM. Additionally, SAM ata layer within the city's geodatabase and SAM Easement Mapping Services for Associated Electric Cooper Ryan served as Sr. GIS Specialist for this project: SAM technicians ap with hyperlinks within the data layer to access associated easement deeds. A custom query feature was developed by SAM to enable data transmissions, easements, leases, mineral rights, overflow easements, parcels IT staff updated AECI to the latest version of Esri ArcGIS software and trained GIS capabilities. Parcel Mapping Project for Morgan Co., MO Ryan has provided various levels of GIS support and data development to Morgan County. Ryan wa accurately mapping approximately 27,000 parcels for the County, which shares its southern b Ozarks. Ryan was responsible for converting the County's 911 addressing data from Map Info to the Arc provided NG911 system implementation and training. SAM has provided NG911 map maintenance for 2004 and Ryan provides on -going technical support. lity st mission line records into a GIS data layer, as- agreements and general warranty es to filter through substations, ection township ranges. SAM's CI could fully utilize the nician in ake of the latform and County since Geodatabase Development and Data Re -Construction for Doniphan Co., KS Sr. GIS Specialist responsible for developing a new geodatabase for updating the County's NG911 addressing information. Ryan identified errors within the existing 911 database and updated all 911 road centerline and addressing information to ensure that final deliverables met Next Generation 911 (NG911) standards. Ryan continues to provide ongoing GIS technical support for the NG911 mapping system, as well as the countywide GIS program, developed by SAM in 2002. City of Waterloo, Iowa RFP for Third Party Easement Mapping Services SAM Attachment A: SAK" KEY PERSONNEL Russ Wetzel • GIS Analyst EXPERIENCE SAM Company: 19 years Professional: 26 years EDUCATION B.S. Geography, N Maryville, TECHN Esri's ArcGIS for Research Dat Address Map Base Map Devel Control CE Project Experience erver, 1 GIS Development, Easement SAM utilized RTK survey -grade and ma in -field inspections of all attributes resul was complete, SAM built the GIS database in municipalities and utility companies developed and construct an editable easement data layer within t SA//s Russ Wetzel has 26 years of GIS experience and specializes in research acquisition, base map data development, NG911 mapping, geospatial analysis and cartography. Russ has developed base map layers for dozens of Countywide GIS projects, including many with complex riparian, railroad, and Government Land Grant boundaries. Russ currently manages ongoing GIS parcel maintenance for nine (9) counties and provides NG911 GIS maintenance to six (6) counties. He is the NG911 advisor to two (2) additional counties. His expertise is relied upon on all of these projects, and many more on -call / as -needed projects, to ensure staff and emergency responders can operate from the most complete and accurate data. His expertise will be crucial through all QA/QC processes to ensure a quality GIS deliverable. p • :and lit apping for Webster City, IA ology to map all features in the utility networks, conducting a ma •,ement capabilities for the city. When the data collection Integr m, a web -based asset management and GIS solution for . Additionally, SAM utilized existing easement maps to ase and SAM Integrity site. Easement Mapping Services for Associated Electric C• -ratio Inc. SAM technicians mapped all transmission line records into a IS da .ye associated easement deeds, land lease agreements and general by SAM to enable data layer -specific searches to filter through substa rights, overflow easements, parcels, plants and section township rang of Esri ArcGIS software and trained utility staff so that AECI could fully uti Comprehensive GIS Redevelopment for Ste. Genevieve Co., MO Responsible for base map development for Countywide GIS program for approximi ly 0 parcels, including a comprehensive review and repair of the County's 911 road and address data. The com base map Russ cr-.ted involved the Mississippi River and over 400 land grants. On the 911 side, Russ worked with local 9 1 coordina • > dify all 911 addresses within the County and correct all NG911 road centerline address ranging to match • -et Address Guide (MSAG) database. th h hyperlinks within the data layer to access A custom query feature was developed issions, easements, leases, mineral dated AECI to the latest version ilities. Comprehensive GIS Development for Johnson Co., MO Responsible for accurate placement of section, township -range and land grant boundaries based on research material, including GPS data, GLO maps and notes, Registered Section Corner documents, GLO survey notes, recorded surveys, city plats, and similar reference material. Russ compared and corrected all centerline address ranging and 911 address placement, and wrote the comprehensive report for this project. City of Waterloo, Iowa RFP for Third Party Easement Mapping Services SAM Attachment A: SAK" KEY PERSONNEL Brett Waddingham • Sr. GIS Technician EXPERIENCE SAM • Company: 13 years • Professional: 13 years EDUCATION • B.S. Geo Mi TECHN AL E n ENCE • Esri's ArcGI • Parcel Fab • Quality Contr • GIS and IT Tech • GIS Training • Research Acquisition rthwest iversity Project Experience GIS Development, Easement Map SAM utilized RTK survey -grade and mappi in -field inspections of all attributes resulting i was complete, SAM built the GIS database in SAM municipalities and utility companies developed an construct an editable easement data layer within the c SA//s Brett Waddingham has 13 years of experience in developing Countywide GIS programs and specializes in cadastral mapping and providing GIS map maintenance and technical support for our valued clients. As a Sr. GIS Technician, Brett performs data conversion and digitizing for county GIS projects on a daily basis. Brett's additional responsibilities include quality control, GIS data maintenance throughout project development, research, and interpretation of recorded survey plats and custom map development. On every project, Brett assists with mapping numerous data layers and assists with QA/QC processes. Brett also supports ongoing maintenance throughout the project and after project delivery, if requested. apping for Webster City, IA gy to map all features in the utility networks, conducting e ent capabilities for the city. When the data collection b-based asset management and GIS solution for Additionally, SAM utilized existing easement maps to and SAM Integrity site. Easement Mapping Services for Associated Electric Cooper SAM technicians mapped all transmission line records into a GIS associated easement deeds, land lease agreements and general warr by SAM to enable data layer -specific searches to filter through substa rights, overflow easements, parcels, plants and section township ranges. SAM' of Esri ArcGIS software and trained utility staff so that AECI could fully utilize yperlinks within the data layer to access A c stom query feature was developed easements, leases, mineral ated AECI to the latest version Data Source Manipulation and Easement and Parcel Mapping for Putnam o , FL Sr. GIS Technician who supported the ongoing easement and parcel maintenance proj . nd annotation o parcel dimensions. This project was to support regulatory compliance for the county, which was re parcel and easement maintenance within the county's GIS. SAM's was able to provide these r without interrupting the county's daily operations. GIS Development Project for Newton Co., MO Sr. GIS Technician for comprehensive GIS development of 29,300 parcels. Responsible for accurately mapping parcels and Assessor/ownership data, street centerlines, right-of-ways, water boundaries and hydrology features, and district boundaries. Responsible for quality control and status reports, and parcel maintenance throughout development. r 100,000 ve monthly nce services City of Waterloo, Iowa RFP for Third Party Easement Mapping Services SA// Attachment A: SAKI' PROJECT APPROACH Project Approach KICKOFF MEETING SAM will provide a kickoff meeting with the City of Waterloo to start the project. The kickoff meeting is essential to developing open communication with the client and will help establish the guidelines and procedures of SAM for coordinating the project. The following important topics will be discussed and determined at the kickoff meeting: PROJECT TIMEL SAM will revi of resp discussed and to along with any m During this time, uss the preliminary timeline and milestones with Waterloo during the kickoff meeting. Any level d of the city (providing existing data, providing point of contact for any questions, etc) will be eration when finalizing the overall project timeline. Internal and external cost controls, roposed project schedule at the request of the city, will be discussed during this time. uss the pilot project that will be delivered for review prior to full production. WORK SECTOR DEF SAM will work with city sta sectors will allow SAM and W working in. The work sectors also RESEARCH DATA ACQUISITION At the same time as the kickoff meeting, SAM .jpg files, ROW data, subdivision plats and bas define which areas of the city need to be completed. Establishing these work ab to track progress and know exactly what part of the city SAM staff are ning • ring any meetings and project reports to the City of Waterloo. MAPPING EASEMENTS SAM's GIS Technicians will simultaneously work through subd. on pl drawing out easements directly in the Esri file geodatabase. this all associated documentation (subdivision plat and legal descrip easement type (i.e. Storm Sewer, Sanitary Sewer, Water, Drainage an encroachment agreements, Ingress/Egress easements and "Vacated" within the easement data layer. This will allow the city to quickly and the city's GIS. will a ire copies of existing and available records, such as platbook map 1. dat Included attributes will include: • Easement Type • Easement Width • Book and Page (if provided) • Date (if provided) • Resolution Number (if provided) asements and legal description easements, , SAM GIS Technicians will also be attaching ment. The unique document ID and a combination thereof, as well as e entered into an attribute field he easement documents within Any questionable easement or area (questionable legal description) will be brought to the attention ofte city for support in determining how that easement should be mapped. SAM will utilize numerous topology rules and Coordinate Geometry (COGO) tools to ensure spatial continuity for all easements mapped in the city's GIS program. SAM uses standard Esri geodatabase topology rules to verify edge matching, common boundaries, point duplication, connectivity, line quality, segmentation and point criteria. SAM will also adhere to any statewide cadastral mapping standards, or any other requirements set by The City of Waterloo to properly maintain the city's GIS mapping program. City of Waterloo, Iowa RFP for Third Party Easement Mapping Services SA// Attachment A: SAM PROJECT APPROACH QA/QC Effective Quality Assurance/Quality Control (QA/QC) procedures are crucial to the success and overall integrity of every project. Through the combined efforts of our project team, an emphasis on QA/QC is always a priority and each task executed has a system of checks and balances established for all personnel to follow. Elements of QA/QC can range from task checklists for technicians to utilize during easement mapping, to analyzing easements for topology rule compliance within the geodatabase environment. SAM techs will •: i ,uality control procedures on all mapped easements. Senior Project Manager Ryan Schieber will run topo • all p' gons to ensure quality of the data. Any geometry errors discovered during this process will be correcte• rn or• omplyh Esri Topology rules. FINAL DELIV SAM will provide del to review data to ensue requested deadline of Au easements deemed incorrec and approval of the client. SA the City of Waterloo and SAM to a EaSernent .Get...., .o. CO......,,o. ....s. rev=J,. xemilton County. Iowa, on the a. (hof erein call« . executed. ,......r.tt The City of Nair land. thereon .t tom.. therefrom uPce ...ght_.t..., <...t.td .........meet .t electric ..........m end distribution line Or wets, including all nommenary or convenient pole, crory-erme. wire*, WA.. guy mi... Is.ce poles. anchors, ground connection.. service lines, fixtures end appliances, for the t.....1.• whatsoev.,...cl..,., .Mt..,ht t.la....t.....». and .hteny � .,. to the extent necessary to neep them clear of the •lectric lin. or rysters, or that Nay interfere with or threaten to endanger the operation raw. therefore, it .e h.t.o-, mutually agreed that the City wiil Pe, he to ll ac .,....r .•.fo.<<h.'....a rnted .Hared ofuilgnl lath. thee. foot of fan. Go proper, aoralsoed, BOr anchors nue for pole poeltion for fleet anchor, 30% of Pas •• or .ole position for each addition anchor in same a.=. t.e„n open Ntt...t., land. ,3.00 at , peel set there:at In open woodland, permanent pester. or emempland, per Par anchor. same as !CC pole ....Aloe for fire% anchor, in ease direction. ding to the requirements listed in Waterloo's RFP. The city will have four weeks tandards and expectations. This timeframe is to ensure that SAM meets the timeline can be adjusted as requested by Waterloo. SAM will correct any and deliverable philosophy is that no project is complete without final review ures will provide appropriate communication and collaboration between ie ccurat 'na . data that the city can rely on. 1.00 City of Waterloo, Iowa RFP for Third Party Easement Mapping Services SAM Attachment A: SAM, LI FEE SCHEDULE Fee Schedule Assumpti • SA .e at it is not responsible for any research of information that is missing from Waterloo's data. • SAM anticipa e p timeline for Waterloo to be six months. To meet the city's delivery date of August 1, 2024, SAM would roceed no later than February 1, 2024. Easement Mapping $93,750.00 C) '220 City of Waterloo, Iowa RFP for Third Party Easement Mapping Services