HomeMy WebLinkAboutGeoAnalytics Inc; 2008-02-07;AGREEMENT FOR A Development Services Information System Plan and Cost
Benefit Analysis SERVICES
GeoAnalytics, Inc.
THIS AGREEMENT is made and entered into as of the ^ _ day of
, 200&. by and between the CITY OF CARLSBAD, a municipal
corporation, ["Citn, and GEOANALYTICS, INC., a Corporation, ("Contractor").
RECITALS
A. City requires the professional services of an information technology
consulting firm that is experienced in evaluating and planning optimized information
systems for municipal government.
B. Contractor has the necessary experience in providing professional
services and advice related to designing municipal information systems and conducting
cost/benefit analyses.
C. Selection of Contractor is expected to achieve the desired results in an
expedited fashion.
D. Contractor has submitted a proposal to City and has affirmed its
willingness and ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, City and Contractor agree as follows:
1. SCOPE OF WORK
City retains Contractor to perform, and Contractor agrees to render, those services (the
"Services") that are defined in attached Exhibit "A", which is incorporated by this
reference in accordance with this Agreement's terms and conditions.
2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional
care and skill customarily exercised by reputable members of Contractor's profession
practicing in the Metropolitan Southern California Area, and will use reasonable
diligence and best judgment while exercising its professional skill and expertise.
3. TERM
The term of this Agreement will be effective for a period of one (1) year from the date
first above written. The City Manager may amend the Agreement to extend it for
additional one (1) year periods or parts thereof. The parties will prepare a written
amendment indicating the effective date and length of the extended Agreement.
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4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
5. COMPENSATION
The total fee payable for the Services to be performed during the initial Agreement term
will be ninety-nine thousand, seven hundred-forty-seven dollars ($99,747.00). No other
compensation for the Services will be allowed except for items covered by subsequent
amendments to this Agreement. The City reserves the right to withhold a ten percent
(10%) retention until City has accepted the work and/or Services specified in Exhibit "A".
Incremental payments, if applicable, should be made as outlined in attached Exhibit "A".
6. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent
contractor and in pursuit of Contractor's independent calling, and not as an employee of
City. Contractor will be under control of City only as to the result to be accomplished,
but will consult with City as necessary. The persons used by Contractor to provide
services under this Agreement will not be considered employees of City for any
purposes.
The payment made to Contractor pursuant to the Agreement will be the full and
complete compensation to which Contractor is entitled. City will not make any federal or
state tax withholdings on behalf of Contractor or its agents, employees or
subcontractors. City will not be required to pay any workers' compensation insurance or
unemployment contributions on behalf of Contractor or its employees or subcontractors.
Contractor agrees to indemnify City within thirty (30) days for any tax, retirement
contribution, social security, overtime payment, unemployment payment or workers'
compensation payment which City may be required to make on behalf of Contractor or
any agent, employee, or subcontractor of Contractor for work done under this
Agreement. At the City's election, City may deduct the indemnification amount from any
balance owing to Contractor.
7. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval
of City. If Contractor subcontracts any of the Services, Contractor will be fully
responsible to City for the -acts and omissions of Contractor's subcontractor and of the
persons either directly or indirectly employed by the subcontractor, as Contractor is for
the acts and omissions of persons directly employed by Contractor. Nothing contained
in this Agreement will create any contractual relationship between any subcontractor of
Contractor and City. Contractor will be responsible for payment of subcontractors.
Contractor will bind every subcontractor and every subcontractor of a subcontractor by
the terms of this Agreement applicable to Contractor's work unless specifically noted to
the contrary in the subcontract and approved in writing by City.
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8. OTHER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.
9. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless the City and its officers, officials,
employees and volunteers from and against all claims, damages, losses and expenses
including attorneys fees arising out of the performance of the work described herein
caused by any negligence, recklessness, or willful misconduct of the Contractor, any
subcontractor, anyone directly or indirectly employed by any of them or anyone for
whose acts any of them may be liable.
The parties expressly agree that any payment, attorney's fee, costs or expense City
incurs or makes to or on behalf of an injured employee under the City's self-
administered workers' compensation is included as a loss, expense or cost for the
purposes of this section, and that this section will survive the expiration or early
termination of this Agreement.
10. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all
amendments, insurance against claims for injuries to persons or damage to property
which may arise out of or in connection with performance of the services by Contractor
or Contractor's agents, representatives, employees or subcontractors. The insurance
will be obtained from an insurance carrier admitted and authorized to do business in the
State of California. The insurance carrier is required to have a current Best's Key Rating
of not less than "A-:V".
10.1 Coverages and Limits.
Contractor will maintain the types of coverages and minimum limits indicated below,
unless City Attorney or City Manager approves a lower amount. These minimum
amounts of coverage will not constitute any limitations or cap on Contractor's
indemnification obligations under this Agreement. City, its officers, agents and
employees make no representation that the limits of the insurance specified to be
carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If
Contractor believes that any required insurance coverage is inadequate, Contractor will
obtain such additional insurance coverage, as Contractor deems adequate, at
Contractor's sole expense.
10.1.1 Commercial General Liability Insurance. $1.000.000 combined
single-limit per occurrence for bodily injury, personal injury and property damage. If the
submitted policies contain aggregate limits, general aggregate limits will apply
separately to the work under this Agreement or the general aggregate will be twice the
required per occurrence limit.
10.1.2 Automobile Liability (if the use of an automobile is involved for
Contractor's work for City). $1,000,000 combined single-limit per accident for bodily
injury and property damage.
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10.1.3 Workers' Compensation and Employer's Liability. Workers'
Compensation limits as required by the California Labor Code and Employer's Liability
limits of $1,000,000 per accident for bodily injury. Workers' Compensation and
Employer's Liability insurance will not be required if Contractor has no employees and
provides, to City's satisfaction, a declaration stating this.
10.1.4 Professional Liability. Errors and omissions liability appropriate to
Contractor's profession with limits of not less than $1,000,000 per claim. Coverage must
be maintained for a period of five years following the date of completion of the work.
10.2. Additional Provisions. Contractor will ensure that the policies of insurance
required under this Agreement contain, or are endorsed to contain, the following
provisions:
10.2.1 The City will be named as an additional insured on General
Liability.
10.2.2 Contractor will obtain occurrence coverage, excluding Professional
Liability, which will be written as claims-made coverage.
10.2.3 This insurance will be in force during the life of the Agreement and
any extensions of it and will not be canceled without thirty (30) days prior written notice
to City sent by certified mail pursuant to the Notice provisions of this Agreement.
10.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution
of this Agreement, Contractor will furnish certificates of insurance and endorsements to
City.
10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these
insurance coverages, then City will have the option to declare Contractor in breach, or
may purchase replacement insurance or pay the premiums that are due on existing
policies in order to maintain the required coverages. Contractor is responsible for any
payments made by City to obtain or maintain insurance and City may collect these
payments from Contractor or deduct the amount paid from any sums due Contractor
under this Agreement.
10.5 Submission of Insurance Policies. City reserves the right to require, at anytime,
complete and certified copies of any or all required insurance policies and
endorsements.
11. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of
the Agreement, as may be amended from time-to-time.
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12. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred
under this Agreement. All records will be clearly identifiable. Contractor will allow a
representative of City during normal business hours to examine, audit, and make
transcripts or copies of records and any other documents created pursuant to this
Agreement. Contractor will allow inspection of all work, data, documents, proceedings,
and activities related to the Agreement for a period of three (3) years from the date of
final payment under this Agreement.
13. OWNERSHIP OF DOCUMENTS
All work product that is original to this project that is produced by Contractor or its
agents, employees, and subcontractors pursuant to this Agreement is the property of
City. Notwithstanding any limitations of ownership of non-original work product,
Contractor grants the City an unlimited irrevocable right to use, reproduce, and make
derivative products from the non-original work product. In the event this Agreement is
terminated, all work product produced by Contractor or its agents, employees and
subcontractors pursuant to this Agreement will be delivered at once to City. Contractor
will have the right to make one (1) copy of the work product for Contractor's records.
14. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services that are original to this
project will be vested in City and Contractor relinquishes all claims to the copyrights in
favor of City. Contractor may use material previously developed some of which in which
it claims copyright owner. Notwithstanding any limitations of copyright ownership in the
non-original work product, Contractor grants the City an unlimited irrevocable right to
use, reproduce, and make derivative products from the non-original work product.
15. FORCE MAJEURE
Contractor shall not be responsible or liable for damages caused by a delay or failure in
the performance of this Agreement or in any provision hereof, or by a delay or failure
which causes cancellation of this Agreement, if such delay or failure is due to a cause or
causes reasonably beyond its control, such as but not limited to fires, strikes, wars or
acts of terrorism, acts of mobs or rioters, acts of public authorities, floods, earthquakes
or other acts of God.
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16. NOTICES
The name of the persons who are authorized to give written notices or to receive written
notice on behalf of City and on behalf of Contractor under this Agreement.
For City: For Contractor:
Name: Karl von Schlieder Name William Holland
Title: GIS Manager Title Principal & CEO
Department: Community Development Address 10 W. Mifflin St. Suite 400
City of Carlsbad Madison. Wl 53703
Address: 1635 Faraday Av Phone No. 608.241.7100
Carlsbad. CA 92008
Phone No. 760-602-2434
Each party will notify the other immediately of any changes of address that would
require any notice or delivery to be directed to another address.
17. CONFLICT OF INTEREST
City will evaluate Contractor's duties pursuant to this Agreement to determine whether
disclosure under the Political Reform Act and City's Conflict of Interest Code is required
of Contractor or any of Contractor's employees, agents, or subcontractors. Should it be
determined that disclosure is required, Contractor or Contractor's affected employees,
agents, or subcontractors will complete and file with the City Clerk those schedules
specified by City and contained in the Statement of Economic Interests Form 700.
Contractor, for Contractor and on behalf of Contractor's agents, employees,
subcontractors and consultants warrants that by execution of this Agreement, that they
have no interest, present or contemplated, in the projects affected by this Agreement.
Contractor further warrants that neither Contractor, nor Contractor's agents, employees,
subcontractors and consultants have any ancillary real property, business interests or
income that will be affected by this Agreement or, alternatively, that Contractor will file
with the City an affidavit disclosing this interest.
18. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and
regulations which in any manner affect those employed by Contractor, or in any way
affect the performance of the Services by Contractor. Contractor will at all times observe
and comply with these laws, ordinances, and regulations and will be responsible for the
compliance of Contractor's services with all applicable laws, ordinances and regulations.
Contractor will be aware of the requirements of the Immigration Reform and Control Act
of 1986 and will comply with those requirements, including, but not limited to, verifying
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the eligibility for employment of all agents, employees, subcontractors and consultants
that the services required by this Agreement.
19. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations
prohibiting discrimination and harassment.
20. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following
procedure will be used to resolve any questions of fact or interpretation not otherwise
settled by agreement between the parties. Representatives of Contractor or City will
reduce such questions, and their respective views, to writing. A copy of such
documented dispute will be forwarded to both parties involved along with recommended
methods of resolution, which would be of benefit to both parties. The representative
receiving the letter will reply to the letter along with a recommended method of
resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory
to the aggrieved party, a letter outlining the disputes will be forwarded to the City
Manager. The City Manager will consider the facts and solutions recommended by each
party and may then opt to direct a solution to the problem. In such cases, the action of
the City Manager will be binding upon the parties involved, although nothing in this
procedure will prohibit the parties from seeking remedies available to them at law.
21. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services,
City may terminate this Agreement for nonperformance by notifying Contractor by
certified mail of the termination. If City decides to abandon or indefinitely postpone the
work or services contemplated by this Agreement, City may terminate this Agreement
upon written notice to Contractor. Upon notification of termination, Contractor has five
(5) business days to deliver any documents owned by City and all work in progress to
City address contained in this Agreement. City will make a determination of fact based
upon the work product delivered to City and of the percentage of work that Contractor
has performed which is usable and of worth to City in having the Agreement completed.
Based upon that finding City will determine the final payment of the Agreement.
Either party upon tendering thirty (30) days written notice to the other party may
terminate this Agreement. In this event and upon request of City, Contractor will
assemble the work product and put it in order for proper filing and closing and deliver it
to City. Contractor will be paid for work performed to the termination date; however, the
total will not exceed the lump sum fee payable under this Agreement. City will make the
final determination as to the portions of tasks completed and the compensation to be
made.
22. COVENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or
person, other than a bona fide employee working for Contractor, to solicit or secure this
Agreement, and that Contractor has not paid or agreed to pay any company or person,
City Attorney Approved Version #11.28.06
other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift,
or any other consideration contingent upon, or resulting from, the award or making of
this Agreement. For breach or violation of this warranty, City will have the right to annul
this Agreement without liability, or, in its discretion, to deduct from the Agreement price
or consideration, or otherwise recover, the full amount of the fee, commission,
percentage, brokerage fees, gift, or contingent fee.
23. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to
City must be asserted as part of the Agreement process as set forth in this Agreement
and not in anticipation of litigation or in conjunction with litigation. Contractor
acknowledges that if a false claim is submitted to City, it may be considered fraud and
Contractor may be subject to criminal prosecution. Contractor acknowledges that
California Government Code sections 12650 et seq.. the False Claims Act applies to
this Agreement and, provides for civil penalties where a person knowingly submits a
false claim to a public entity. These provisions include false claims made with deliberate
ignorance of the false information or in reckless disregard of the truth or falsity of
information. If City seeks to recover penalties pursuant to the False Claims Act, it is
entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges
that the filing of a false claim may subject Contractor to an administrative debarment
proceeding as the result of which Contractor may be prevented to act as a Contractor
on any public work or improvement for a period of up to five (5) years. Contractor
acknowledges debarment by another jurisdiction is grounds for City to terminate this
Agreement.
24. JURISDICTIONS AND VENUE
Any action at law or in equity brought by either of the parties for the purpose of
enforcing a right or rights provided for by this Agreement will be tried in a court of
competent jurisdiction in the County of San Diego, State of California, and the parties
waive all provisions of law providing for a change of venue in these proceedings to any
other county.
25. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon City and
Contractor and their respective successors. Neither this Agreement or any part of it nor
any monies due or to become due under it may be assigned by Contractor without the
prior consent of City, which shall not be unreasonably withheld.
26. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated
by it, along with the purchase order for this Agreement and its provisions, embody the
entire Agreement and understanding between the parties relating to the subject matter
of it. In case of conflict, the terms of the Agreement supersede the purchase order.
Neither this Agreement nor any of its provisions may be amended, modified, waived or
discharged except in a writing signed by both parties.
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8
27. AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf
of Contractor each represent and warrant that they have the legal power, right and
actual authorityto bind Contractor to the terms and conditions of this Agreement.
CONTRACTOR CITY OF
corporatio
RLSBAD, a municipal
^-fslgrfhere)
Peter Thum, President
(print name/title)ATTE
(e-mail address^
"By: /JJ\/
(Stgnh&iO
Janet BergeNf ,\CFO Qity Cle4J
M.
(print name/title)
jberger@geoanalytics.com
(e-mail address)
If required by City, proper notarial acknowledgment of execution by contractor
must be attached. If a Corporation, Agreement must be signed by one corporate
officer from each of the following two groups.
*Group A.
Chairman,
President, or
Vice-President
**Group B.
Secretary,
Assistant Secretary,
CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or
assistant secretary under corporate seal empowering the officers) signing to bind the
corporation.
APPROVED AS TO FORM:
RONALD R. BALL, City Attorney
By:.
City Attorney Approved Version #11.28.06
State of Wisconsin
County of Dane
This instrument was signed before me in Madison, Wisconsin on January 22, 2008 by
Peter Thum
This instrument was-signed before me in Madison, Wisconsin on January 22, 2008 by
Janet Berger
/x Debbie Edge, NoQy Public
My notary commission expires on November 1,2009
Official Seal/Stamp
EXHIBIT "A"
Hjjjf GeoAnalytics
A Scope of Work For Professional Services
submitted by
GeoAnalytics, Inc.
to
City of Carlsbad, California
to provide
A Development Services Information System Plan and Cost Benefit
Analysis
December 21, 2007
10
GeoAnalytics
1. Scope of Work
GeoAnalytics has refined the following scope of work based on phone discussions and documentation that
we received from the City, as well as the information that was acquired by GeoAnalytics' President Peter
Thum during his site visit and discussion with City staff on November 26th. The scope of work is broken
down by project phase and details tasks, deliverables and expected duration for each phase.
5. Project Initiation
The objective of the Project Initiation phase is to kick off the project and to launch Project Management
including setting the baseline for the project, delimit roles and responsibilities, and set the project
schedule and work plan.
Tasks
Project Kickoff. GeoAnalytics will conduct some initial project preparation and will then come
onsite at the City of Carlsbad for I day to conduct a project kickoff meeting. The purpose of
this meeting is to introduce the project team to the City stakeholders as well as to discuss
project objectives, success factors, expected outcomes, project schedule and expectations
from both the City and GeoAnalytics perspectives.
Documentation. After the kickoff meeting occurs, GeoAnalytics will create all project management
deliverables as noted. These include:
•»• Project Charter. This document is the rationale for the project and is the compass and
benchmarks against which project direction and performance are measured.
•*• Baseline Project Schedule
Deliverables
Project Charter
Project Schedule
Expected Duration
Two Weeks
6. Issues and Opportunities Analysis (Situation Assessment)
GeoAnalytics will conduct an Issues and Opportunities Analysis that includes an assessment, interviews,
and fact investigation to determine organizational and user needs, with a particular emphasis on the
review of the City's Development Services processes and technology.
As related in the RFQ, some of the Development Services functions/processes to be evaluated for
possible improvements include permit application in-take, project status tracking, automation of various
inspection processes, data maintenance, addressing, parcel processing, integration with CIS, and external
communications.
By default, during the course of the assessment, other user and organizational needs (i.e. applications,
1
staffing, etc.) will be revealed, and the GeoAnalytics Team will consider these in the Issues and
Opportunities Report.
Additionally, GeoAnalytics will collect information through the assessment process to develop a Cost
Benefit Analysis for the City regarding the Opportunities that will be documented through this process.
GeoAnalytics will build a financial model to determine the present day value of future implementation
costs (Discounted Net Present Value Model) and perform an analysis that will be documented in the
Cost Benefit Analysis deliverable.
The tasks and deliverables for this phase are as follows:
Tasks
Conduct Survey. GeoAnalytics will prepare and distribute to the City an online survey that is
required to be completed and analyzed before GeoAnalytics arrives onsite to conduct
stakeholder interviews.
On-site issues and opportunities analysis sessions. GeoAnalytics staff will facilitate working sessions
with each City Department identified in the RFQ. The City will schedule and coordinate staff
availability for these sessions. These will include front counter services staff from Building,
Planning and Engineering, and staff from Planning/Redevelopment, Land Use
Engineering/Engineering Inspections, Building, Fire Prevention, and the IT/GIS group.
The following components will be examined.
•»• Process. Review Development Services business functions and business activities, the
mandates, missions and roles and responsibilities of all parties within each business area.
•»• Data. Document data used, produced, processed and distributed by each business area.
•»• Technology. Inventory all relevant technology within identified departments, and identify
plans, expectations or desires for new technology, including electronic permit
processing and mobile/wireless applications for field staff.
••• Organization. Review workflow between individuals, departments and external
organizations. Identify existing formal and informal agreements and arrangements
between organizations. Note all financial and human resources needed to complete
existing business functions and plans for automation and modernization.
•* Application. Describe and document existing applications including their intended use,
functionality, strengths and shortcomings.
Develop Reports. Once the assessment, interviews and analysis are complete, GeoAnalytics staff
will develop the Issues and Opportunities and Cost Benefit Analysis Reports.
Drafts will be provided to the City for feedback and discussion. The City will have 5 business
days to review the documents and return and feedback to GeoAnalytics. Final reports will
then be delivered to the City for acceptance.
Deliverables
Online Survey
Draft Issues and Opportunities Report
Draft Cost Benefit Analysis
Final Issues and Opportunities Report
Final Cost Benefit Analysis
Expected Duration
7 Weeks
7. Conceptual Design
Based on the issues and opportunities discovered during the second phase, the Conceptual Design will
convey high-level specifications for the Development Services information system. Elements of the
conceptual design will include data, technology, workflows, and organizational and application
components.
Tasks
Conduct Design Workshop. GeoAnalytics will facilitate a one-day onsite workshop with City staff
to formalize the design including best practices, policies, standards, and roles and
responsibilities. This visioning exercise will address expectations addressed in the issues and
opportunities analysis and encourage decision making on key issues such as technology
choices.
Develop Conceptual Design. Upon completion of the Design Workshop, GeoAnalytics staff will
develop a conceptual design document/report.
Present Conceptual Design. GeoAnalytics staff will conduct a half day onsite presentation of the
conceptual design to key stakeholders within the City. This workshop precedes the
Implementation Plan Workshop the same day.
Deliverables
a) Draft Design Document/Report
b) Final Design Document/Report
Expected Duration
Five Weeks
8. Strategic Implementation Plan
Tasks
Conduct Implementation Plan Workshop. GeoAnalytics staff will facilitate a half day onsite
workshop with City staff to drive formal agreement on the plan for moving forward. This
workshop follows the Conceptual Design Presentation the same day.
Write Plan. At this point in the project, both the City and GeoAnalytics will be well informed and
equipped to develop a Strategic Implementation Plan that will establish a phased series of
strategic goals and objectives, as well as tactical projects, timelines, costs, and resource
requirements to be undertaken by the City to fully realize the vision. In a sense, this phase
will produce an actionable IS business plan for the City based on the Conceptual System
Design outlined in the previous project phase. The plan will be based on a planning horizon
clarified by the City once the project is underway.
Plan Presentation. GeoAnalytics and City staff will present the Strategic Implementation Plan to key
stakeholders and Executive Management at the City through a LiveMeeting that will be set up
and coordinated by GeoAnalytics and supported by the City..
Deliverables
Draft Implementation Plan
Final Implementation Plan
Expected Duration
Six Weeks
2. Cost
GeoAnalytics is pleased to present this firm-fixed price cost for the work described in Section One - Scope
of Work. These costs are based on the anticipated level of effort and our experience in performing previous
work of a similar nature. Information that was acquired during a site visit and discussion with City staff on
November 26th was also taken into consideration. These costs are inclusive of other direct administrative
costs such as travel, postage, telephone, fax, reproduction, and publication. GeoAnalytics will invoice monthly
based on percent complete of the project and its phases at the end of each month as documented in an end-
of-month status report. The term of the invoicing is Net 30 days.
$
6,248.70
$
36,639.68
$
33,196.91
$
23,661.51
$
99,746.80
Project Initiation
Situation Assessment
Conceptual Design
Implementation Plan
Total
3. Timeline - Project Schedule (Tasks highlighted in red is GA onsite time. Tasks highlighted in blue is Carlsbad
review time).
ID iTaskName
1
2
3
4
5
6
7
a
a
10
11
12
13
14
15
1E
1 7
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
'35
36
37
38
39
Carlsbad Dev. Sues. Info. Sye. Plan
Project Initiation
Project Prep and Kickoif Meeting (1 flay tmsite)
Documentation
Prepare PM Documents
PM Documents
Situation Assessment
Survey Preparation /Analysis
Survey Reuiew Period / Response from Carlsbad Staff
Orisite Interviews (4 days onsite)
Report
Develop Reports
Draft Assessment and Cost Benefit Analysis Reports
Review by Carlsbad Staff
Final Assessment and Cost Benefit Analysis Reports
Conceptual Design
Design Workshop
Workshop Prep
Conduct Workshop (1 day onsite)
Develop Design
Develop Design
Draft Design Doc
Review by Carlsbad Staff
Final Design Doc
Present Conceptual Design
Presentation Prep
Conduct Presentation (1*2 day onsite)
Implementation Plan
Imp. Plan Workshop
Workshop Prep
Conduct Workshop (112 day onsite)
Write Plan
Write Plan
Draft Doc
Review by Carlsbad Staff
Final Doc
Presentation
Presentation Prep
Conduct Presentation (LiveMeeting)
uration j Start
92 days Mon 1/7/08
10 days Mon 1/7/08
S days Won 1 /7<tl8
5 days Mon 1/14/08
5 days Mon 1/1 4/08
Odays Fri 1 /IB/OB
35 days Mon 1/14/08
1 0 days : Mon 1 /1 4/08
5 days Wed 1 /1 8/08
5 days Sun 1 Q7/Da
20 days Mon 2/4/08
20 days Mon 2/4/08
0 days Fri 2/1 S/OB
S days Mon 2/1 8)08
0 days : Fri 2/29/08
27 days Mon 3/3/08
S days Mon 3/3/08
2 days; Mon 3/3/03
3 days Wed 3/5/08
15 days Mon 3/1 0/08
1 5 days Mon 3/1 0/08
Qdays Fri 3/1 4/08
S days Mon 3/1 7/O8
0 days Fri 3/28/08
7 days Mon 3/31/08
S days Won 3/31 /OB
2 days : Man 4/7/08
32 days Mon 3/31/08
9 days Mon 3/31/08
Sdays Mon 3/31 /OB
2 days Wed 4/a;Ofl
21 days Fri 4/11/08
21 days! Fri 4/11)08
0 days : Fri 4/25/08
5 days Mon 4/28iO8
0 days Fri 5/9/08
12 days Mon 4/28/08
1 0 days I Mon 4/28/03
1 day i Tue 5/1 3)08
Finish
Tue 5/13/08
Fri 1/1 8/08
Fri 1/11 (08
January ! February March I April
Jan j Feb Mar | Apr
q^i^ Project Initiation
May
May
June i July i August
Jun 1 Jul j Aug
bad Deu. Sues. Info. Sys. Plan
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Fri 2/1 5/08 * Dra t Assessment and Cost Benefit Analysis Reports
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Fri 2/29/08 I i • H Final Assessment and Cost Benefit Analysis Reports
Tue 4/8/08 j i ^j""111™1™ ^^ Conceptual Design; i j
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Fri 3/28/08
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Fri 3/1 4/08
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Tue 4/8/08
Fri 4/4/08
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Tue 5/1 3/08
Thu 4/10/08
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Fri 5/9)08
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Fri 4Q5/08
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