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Contract - Timmons Group - 7/8/2021CITY OF ROUND ROCK PROFESSIONAL CONSULTING SERVICES AGREEMENT FOR THE IMPLEMENTATION OF CITYWORKS PERMIT, LICENSING AND LAND SOFTWARE WITH TIMMONS GROUP THE STATE OF TEXAS § CITY OF ROUND ROCK § COUNTY OF WiLLIAMSON § COUNTY OF TRAViS § KNOW ALL BY THESE PRESENTS: THAT THIS AGREEMENT for professional consulting services related to the implementation of CityWorks Permit, Licensing, and Land (PLL) Software, and for related goods and services (referred to herein as the "Agreement"), is made and entered into on this the day of the month of JU 41 , 2021 by and between the CITY OF ROUND ROCK, a Texas home -rule municipality, whose offices are located at 221 East Main Street, Round Rock, Texas 78664-5299 (referred to herein as the "City"), and TIMMONS GROUP, whose offices are located at 1001 Boulders Parkway, Suite 300, Richmond, VA 23225 (referred to herein as "Consultant"), collectively the parties to the Agreement (referred to herein as "Parties"). RECITALS: WHEREAS, professional consulting services related to the implementation of CityWorks Permit, Licensing, and Land (PLL) Software are desired by the City; and WHEREAS, City desires to contract with Consultant for such professional consulting services; and WHEREAS, the parties desire to enter into this Agreement to set forth in writing their respective rights, duties and obligations hereunder. NOW, THEREFORE, WITNESSETH: That for and in consideration of the mutual promises contained herein and other good and valuable consideration, the sufficiency and receipt of which are hereby acknowledged, it is mutually agreed between the parties as follows: 1.0 EFFECTIVE DATE AND TERM A. This Agreement shall be effective on the date this Agreement has been signed by each party hereto, and shall remain in full force and effect unless and until it expires by operation of the term indicated herein, or is terminated or extended as provided herein. 19_40,Ael W20--a 00471850/ss2 Be The term shall be for three (3) years from the effective date of this Agreement. C. City and the Consultant reserve the 0 right to review the Agreement at any time, and may elect to terminate the Agreement with or without cause or may elect to continue. 2eO SCOPE OF SERVICES Consultant has issued its Proposal for services, such proposal for services being attached to this Agreement as Exhibit "A" titled "Scope of Services,"" which shall be referred to as the Scope of Services of this Agreement and incorporated herein by reference for all purposes. Consultant shall satisfactorily provide all services described herein and as set forth in Exhibit " A." form Consultant shall perservices in accordance with this Agreement, in 49 accordance with the appended Scope of Services and in accordance with due care and prevailing consulting industry standards for comparable services. 3.0 LIMITATION TO SCOPE OF SERVICES Consultant's undertaking shall be limited to performing services for City and/or advising City concerning those matters on which Consultant has been specifically engaged. Consultant and City agree that the Scope of Services to be performed is enumerated in Exhibit "A" and herein, and may be increased during the term of the Agreement to include financial services in 19 10 addition to Purchasing Card Services, but only with a written Supplemental Agreement executed by both parties as described in Section 9.0. 4.0 CONTRACT AMOUNT In consideration for the professional consulting services to be performed by Consultant, City agrees to pay Consultant an amount not -to -exceed Four Hundred Eighteen Thousand Seven Hundred Ninety and N0/100 Dollars ($418 790.00) to be paid as set forth in Exhibit "A" and herein. 5.0 INVOICE REQUIREMENTS; TERMS OF PAYMENT Invoices: To receive payment, Consultant shall prepare and submit detailed invoices to the City, in accordance with the delineation contained herein, for services rendered. Such invoices for professional services shall track the referenced Scope of Work, and shall detail the services performed, along with documentation for each service performed. Payment to 19 Consultant shall be made on the basis of the invoices submitted by Consultant and approved by the City. Such invoices shall conform to the schedule of services and costs in connection therewith. Should additional backup material be requested by the City relative to service deliverables, Consultant shall comply promptly. In this regard, should the City determine it necessary, Consultant shall make all records and books relating to this Agreement available to 2 the City for inspection and auditing purposes. Payment of Invoices: The City reserves the right to correct any error that may be discovered in any invoice that may have been paid to Consultant and to adjust same to meet the requirements of this Agreement. Following approval of an invoice, the City shall endeavor to pay Consultant promptly, but no later than the time period required under the Texas Prompt Payment Act described in Section 7.0 herein. Under no circumstances shall Consultant be entitled to receive interest on payments which are late because of a good faith dispute between Consultant and the City or because of amounts which the City has a right to withhold under this Agreement or state law. The City shall be responsible for any sales, gross receipts or similar taxes applicable to the services, but not for taxes based upon Consultant's net income. 6.0 INSURANCE Consultant shall meet all City of Round Rock Insurance Requirements set forth at: https://www.roundrocktexas.gov/wp-content/uploads/2014/12/corr insurance 07.20112.pdf 7.0 PROMPT PAYMENT POLICY In accordance with Chapter 2251, V.T.C.A., Texas Government Code, any payment to be made by the City to Consultant will be made within thirty (30) days of the date the City receives goods under this Agreement, the date the performance of the services under this Agreement are completed, or the date the City receives a correct invoice for the goods or services, whichever is later. Consultant may charge interest on an overdue payment at the "rate in effect" on September 1 of the fiscal year in which the payment becomes overdue, in accordance with V.T.C.A., Texas Government Code, Section 2251.025(b). This Prompt Payment Policy does not apply to payments made by the City in the event: (a) There is a bona fide dispute between the City and Consultant, a contractor, subcontractor, or supplier about the goods delivered or the service performed that cause the payment to be late; or (b) There is a bona fide dispute between Consultant and a subcontractor or between a subcontractor and its supplier about the goods delivered or the service performed that causes the payment to be late; or (c) The terms of a federal contract, grant, regulation, or statute prevent the City from making a timely payment with federal funds; or (d) The invoice is not mailed to the City in strict accordance with any instruction on the purchase order relating to the payment. 8.0 NON -APPROPRIATION AND FISCAL FUNDING This Agreement is a commitment of the City's current revenues only. It is understood and agreed that the City shall have the right to terminate this Agreement at the end of any City fiscal 3 0 year if the governing body of the City does not appropriate funds sufficient to purchase the services as determined by the Cili�',y's budget for the fiscal year in question. The City may affect such termination by giving Consultant a written notice of termination at the end of its then - current fiscal year. 9.0 SUPPLEMENTAL AGREEMENT The terms of this Agreement may b e modified by written Supplemental Agreement hereto, duly authorized bmq�� Ci111111Y Council or by the City Manager, if the City determines that there has been a significant change in (1) the scope, complexity, or character of the services to be performed; or (2) the duration of the work. Any such Supplemental Agreement must be executed by both parties within the period specified as the term of this Agreement. Consultant shall not perform any work or incur any additional costs prior to the execution, by both parties, of such Supplemental Agreement. Consultant shall make no claim for extra* work done or materials furnished unless and until there is full execution of any Supplemental Agreement, and the City shall not be responsible for actions by Consultant nor for any costs incurred by Consultant relating to additional work not directly authorized by Supplemental Agreement. 10.0 TERMINATION; DEFAULT Termination: It is agreed and understood by Consultant that the City or Consultant may terminate this Agreement for the convenience of the City or Consultant, upon thirty (30) days' written notice to Consultant or City, with the understanding that immediately upon receipt of said notice all work being performed under this Agreement shall cease. Consultant shall invoice the City for work satisfactorily completed and shall be compensated in accordance with the terms hereof for work accomplished prior to the receipt of said notice of termination. Consultant shall 19 not be entitled to any lost or anticipated profits for work terminated under this Agreement. Unless otherwise specified in this Agreement, all data, information, and work product related to this Project shall become the property of the City upon termination of this Agreement, and shall be promptly delivered to the City in a reasonably organized form without restriction on future use. Should the City subsequently contract with a new consultant for continuation of service on the Project, Consultant shall cooperate in providing information. Termination of this Agreement shall extinguish all rights, duties, and obligations of the terminating party and the terminated party to fulfill contractual obligations. Termination under this section shall not relieve the terminated party of any obligations or liabilities which occurred prior to termination. Nothing contained in this section shall require the City to pay for any work which it deems unsatisfactory or which is not performed in compliance with the terms of this Agreement. Default: Either party may terminate this Agreement, in whole or in part, the Party provides the other Party with written notice of such default and the satisfactorily cure such default within ten (10) business days of receipt of suct greater time if agreed upon between the Parties). 4 for default if other fails to notice (or a If default results i.n termination of this Agreement, then the City shall give consideration to the actual costs incurred by Consultant in perfloirmng the work to the date of default,, The cost of the work that is useable to the City, the cost to the City of employing another firm to complete the useable work, and other factors will affect the value to the City of the work performed at the time of default. Neither party shall be entitled to any lost or anticipated profits for work terminated for default hereunder. The termination of this Agreement for default shall extinguish all rights, duties, and obligations of the terminating Party and the terminated Party to fulfill contractual obligations. Termination under this section shall not relieve the terminated party of any obligations or 19 liabilities which occurred prior to termination. Nothing contained in this section shall require the City to pay for any work which it deems unsatisfactory, or which is not performed in compliance with the terms of this Agreement. I 1 .0 NON -SOLICITATION Except as may be otherwise agreed in writing, during the term of this Agreement and for twelve (12) months thereafter, neither the City nor Consultant shall offer employment to or shall employ any person employed then or within the preceding twelve (12) months by the other or any affiliate of the other if such person was involved, directly or indirectly, in the performance of this Agreement. This provision shall not prohibit the hiring of any person who was solicited solely through a newspaper advertisement or other general solicitation. 12.0 INDEPENDENT CONTRACTOR STATUS Consultant is an independent contractor, and is not the City's employee. Consultant's employees or subcontractors are not the City's employees. This Agreement does not create a 11b partnership, employer -employee, or joint venture relationship,, No party has authority to enter i0 nto contracts as agent for the other party. Consultant and the City agree to the following rights consistent with an independent contractor relationship: (1) Consultant has the right to perform services for others during the term hereof,, (2) Consultant has the sole right to control and direct the means, manner and method by which it performs its services required by this Agreement. (3) Consultant has the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement. (4) Consultant or its employees or subcontractors shall perform services required hereunder, and the City shall not hire, supervise, or pay assistants to help Consultant. 5 (5) Neither Consultant nor its employees or subcontractors shall receive training from the City in skills nc;%.,essary to perform services required by this Agreement. (6) City shall not require Consultant or its employees or subcontractors to devote full 10 time to performing the services required by this Agreement. (7) Neither Consultant nor its employees or subcontractors are eligible to participate in any employee pension, health, vacation pay, sick pay, or other fringe benefit plan of the City. 13.0 CONFIDENTIALITY; MATERIALS OWNERSHIP Any and all programs, data, or other materials furnished by the City for use by Consultant in connection with services to be performed under this Agreement, and any and all data and information gathered by Consultant, shall be held in confidence by Consultant as set forth hereunder. Each party agrees to take reasonable measures to preserve the confidentiality of any proprietary or confidential information relative to this Agreement, and to not make any use thereof other than for the performance of this Agreement, provided that no claim may be made for any failure to protect information that occurs more than three (3) years after the end of this Agreement. The parties recognize and understand that the City i*s subject to the Texas Public Information Act and its duties run in accordance therewith. All data relating specifically to the City's business and any other information which reasonably should be understood to be confidential to City is confidential information of City. Consultant's proprietary software, tools, methodologies, techniques, ideas, discoveries, inventions, know-how, and any other information which reasonably should be understood to be confidential to Consultant is confidential information of Consultant. The City's confidential information and Consultant's confidential information is collectively referred to as "Confidential Information." Each party shall use Confidential Information of the other party only in furtherance of the purposes of this Agreement and shall not disclose such Confidential Information to any third party without the other party's prior written consent, which consent shall not be unreasonably withheld. Each party agrees to take reasonable measures to protect the confidentiality of the other party 9 Is Confidential Information and to advise their employees of the confidential nature of the Confidential Information and of the prohibitions herein. Notwithstanding anything to the contrary contained herein, neither party shall be obligated to treat as confidential any inflormation disclosed by the other party (the "Disclosing 41 410 Party") which: (1) is rightfully known to the recipient prior to its disclosure by the Disclosing Partylb ; (2) is released by the Disclosing Party to any other person or entity (including governmental agencies) without restriction; (3) is independently developed by the recipient without any reliance on Confidential Information; or (4) is or later becomes publicly available without violation of this Agreement or may be lawfully obtained bfr�:'m y a party any n���n-party. Notwithstanding the foregoing, either party will be entitled to disclose Confidential Information 6 of the other to a third party as may be required by law, statute, rule or regulation, including subpoena or other similar form of process, provided that (without breaching any legal or regulatory requirement) the party t��� Who the request is made provides the other with prompt written notice and allows the other party to seek a restraining order or other appropriate relief. Subject to Consultant's confidentiality obligations under this Agreement, nothing herein shall preclude or limit Consultant from providing similar services for other clients. Notwithstanding the foregoing, either party will be entitled to disclose Confidential Information of the other to a third party as may be required by law, statute, rule or regulation, including subpoena or other similar form of process, provided that (without breaching any legal or regulatory requirement) the party to whom the request is made provides the other with prompt 'a written notice and allows the other party to seek a restraining order or other appropriate relief. Subject to Consultant's confidentiality obligations under this Agreement, nothing herein shall preclude or limit Consultant from providing similar services for other clients. Neither the City nor Consultant will be liable to the other for inadvertent or accidental disclosure of Confidential information if the disclosure occurs notwithstanding the party s Is exercise of the same level of protection and care that such party customarily uses in safeguarding its own proprietary and confidential information. Notwithstanding anything to the contrary in this Agreement, the City will own as its sole 0 property all written materials created, developed, gathered, or originally prepared expressly for the City and delivered to the City under the terms of this Agreement (the "Deliverables"); and Consultant shall own any general skills, know-how, expertise, ideas, concepts, methods, techniques, processes, software, or other similar information which may have been discovered, created, developed or derived by Consultant either prior to or as a result of its provision of services under this Agreement (other than Deliverables). Consultant shall have the right to retain copies of the Deliverables and other items for its archives,, Consultant's working papers and Consultant's Confidential Information (as described herein) shall belong exclusively to the Consultant. "Working papers" shall mean those documents prepared by Consultant during the course of performing the Project including, without limitation, schedules, analyses, 0 transcriptions, memos, designed and developed data visualization dashboards and working notes that serve as the basis for or to substantiate the Project. In addition, Consultant shall retain sole and exclusive ownership of its know-how, concepts, techniques, methodologies, ideas, templates, dashboards, code and tools discovered, created or developed by Consultant during the performance of the Project that are of general application and that are not based on City s Confidential Information hereunder (collectively, "Consultant's Building Blocks"). To the extent any Deliverables incorporate Consultant's Building Blocks, Consultant gives City a non- 0 40 exclusive, non -transferable, royalty-freenght to use such Building Blocks solely in connection with the deliverables. Subject to the confiidentiality restrictions mentioned above,onsu tant may use the deliverables and the Building Blocks for any purpose. Except to the extent required b law or court order, City will not otherwise use, or sublicense or grant any other party any rights to use, copy or otherwise exploit or create derivative works from Consultant's Building Blocks. 7 City shall have anon-exclusive, non -transferable license to use Consultant's Confidential Information for City's own internal use and only for the purposes for which they are delivered to the extent that they form part of the Deliverables. 14.0 WARRANTIES Consultant represents that all services Performed hereunder shall beperformed consistent with generally prevailing professional oidustriaanr initddars, and shall I)e performed in a professional and workmanlike manner. Consultant shall re -perform any work not in compliance with this representation. 15.0 LIMITATION OF LIABILITY Should any of Consultant's services not conform to the requirements of the City or of this Agreement, then and in that event the City shall give written notification to Consultant; thereafter, (a) Consultant shall either promptly re -perform such services to the City 19 Is satisfaction at no additional charge, or (b) if such deficient services cannot be cured within the cure period set forth herein, then this Agreement may be terminated for default. In no event will Consultant be liable for any loss, damage, cost or expense attributable to negligence, willful misconduct or misrepresentations by the City, its directors, employees or agents. Neither party's liability, in contract, tort (including negligence) or any other legal or equitable theory, (a) shall exceed the professional fees paid or due to Consultant pursuant to this Agreement or (b) include any indirect, incidental, special, punitive or consequential damages, Is even if- such party has been advised of the possibility of such damages. Such excluded damages include, without limitation, loss of data, loss of profits and loss of savings of revenue,, 16.0 INDEMNIFICATION Consultant shall save and hold harmless City and its officers and employees from all claims and liabilities due to activities of his/her/itself and his/her/its agents or eP,yoees, performed under this Agreement, which are caused by or which result from the negligent error, ission, or negliomgent act of Consultant or of any person employed by Consultant or under Consultant's direction or control,, Consultant shall also save and hold City harmless from any and all expenses, including but not limited to reasonable attorneys' fees which may be incurred by City in litigation or otherwise defending claims or liabilities which may be imposed on City as a result of such activities negligent by Consultant, its agents, or employees. 17.0 ASSIGNMENT AND DELEGATION The parties each hereby bind themselves, their successors, assigns and legal representatives to each other with respect to the terms of this Agreement. Neither party may 8 0 assign any rights or delegate any duties under this Agreement without the other party9s prior written approval, which approval shall not be unreasonably withheld. 18.0 LOCAL, STATE AND FEDERAL TAXES Consultant shall pay all income taxes, and FICA (Social Security and Medicare taxes) incurred while performing services under this Agreement. The City will not do the following: (1) Withhold FICA from Consultant's payments or make FICA payments on its behalf; (2) Make state and/or federal unemployment compensation contributions on Consultant's behalf; or (3) Withhold state or federal. income tax from any of Consultant's payments. If requested, the City shall provide Consultant with a certificate from the Texas State Comptroller indicating that the City is anon-profit corporation and not subject to State of Texas Sales and Use Tax. 19.0 COMPLIANCE WITH LAWS, CHARTER AND ORDINANCES A. Consultant, its consultants, agents, employees and subcontractors shall use best efforts to comply with all applicable federal and state laws, the Charter and Ordinances of the City of Round Rock, as amended, and with all applicable rules and regulations promulgated b"Y local, state and national boards, bureaus and agencies. Consultant shall further obtain all permits, licenses, trademarks, or copyrights required in the performance of the services contracted for herein, and same shall belong solely to the City at the expiration of the term of this Agreement. B. In accordance with Chapter 2270, Texas Government Code, a governmental entity may not enter into a contract with a company for goods and services unless the contract contains written verification from the company that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term of a contract. The signatory executing this Agreement on behalf of 0 Consultant verifies Consultant does not boycott Israel and will not boycott Israel during the term of this Agreement. 20.0 FINANCIAL INTEREST PROHIBITED Consultant covenants and represents that Consultant, its officers, employees, agents, consultants and subcontractors will hay.enofinancialal interest, direct or indirect, i n the purchase or sale of any product, materials or equipment that will be recommended or required hereunder. 21.0 DESIGNATION OF REPRESENTATIVES The City hereby designates the following representative authorized to act on its behalf with regard to this Agreement: 9 Heath Douglas Chief Information Officer 221 East Main Street Round Rock, TX 78664 (512) 218-5508 hdouglas(&,roundrocktexas. ov 22.0 NOTICES All notices and other communications in connection with this Agreement shall be in writing and shall be considered given as follows: (1) When delivered personally to recipient's address as stated herein; or (2) Three (3) days after being deposited in the United States mail, with postage prepaid to the recipient's address as stated in this Agreement. Notice to Consultant: Timmons Group 1001 Boulders Parkway Suite 300 Richmond, VA 23225 Notice to City: City Manager, City of Round Rock 221 East Main Street Round Rock, TX 78664 AND TO: Stephan L. Sheets, City Attorney 309 East Main Street Round Rock, TX 78664 Nothing contained in this section shall be construed to restrict the transmission of routine communications between representatives of the City and Consultant. 23.0 APPLICABLE LAW; ENFORCEMENT AND VENUE This Agreement shall be enforceable in Round Rock, Texas, and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for same shall lie in Williamson County, Texas. This Agreement shall be governed by and construed in accordance with the laws and court decisions of Texas. H 24.0 EXCLUSIVE AGREEMENT The terms and conditions of this Agreement, including exhibits, constitute the entire agreement between the parties and supersede all previous communications, representations, and agreements, either written or oral, with respect to the subject matter hereof. The parties expressly agree that, in the event of any conflict between the terms of this Agreement and any other writing, this Agreement shall prevail,, No modifications of this Agreement will be binding on any of the parties unless acknowledged in writing by the duly authorized governing body or representative for each party. 25.0 DISPUTE RESOLUTION The City and Consultant hereby expressly agree that no claims or disputes between the parties arising out of or relating to this Agreement or a breach thereof shall be decided by any arbitration proceeding, including without limitation, any proceeding under the Federal Arbitration Act (9 USC Section I - 14) or any applicable state arbitration statute,, 26.0 SEVERABILITY The invalidity, illegality, or unenforceability of any provision of this Agreement or the occurrence of any event rendering any portion of provision of this Agreement void shall in no way affect the validity or enforceability of any other portion or provision of this Agreement. Any void provision shall be deemed severed from this Agreement, and the balance of this Agreement shall be construed and enforced as if this Agreement did not contain the particular portion of provision held to be void. The parties further agree to amend this Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. The provisions of this Article shall not prevent this entire Agreement from being void should a provision which is of the essence of this Agreement be determined void. 27.0 STANDARD OF CARE Consultant represents that it is specially trained, experienced and competent to perform all of the services, responsibilities and duties specified herein and that such services, responsibilities and duties shall be performed, whether by Consultant or designated 41 subconsultants, in a manner acceptable to the City and according to generally accepted business practices. 28.0 GRATUITIES AND BRIBES City, may by written notice to Consultant, cancel this Agreement without incurring any liability to Consultant if it is determined by City that gratuities or bribes in the form of entertainment, gifts, or otherwise were offered or given by Consultant or its agents or representatives to any City Officer, employee or elected representative with respect to the performance of this Agreement. In addition, Consultant may be subject to penalties stated in Title 8 of the Texas Penal Code. i�� 29.0 RIGHT TO ASSURANCE Whenever either party to this Agreement, in good faith, has reason to question the other pai"'Oty's intent to perform hereunder, then demand may be made to the other party for written assurance of the intent to perform. In the event that no written assurance is given within the reasonable time specified when demand is made, then and in that event the demanding party may treat such failure an anticipatory repudiation of this Agreement. 30.0 MISCELLANEOUS PROVISIONS Tiimes of the Essence. Consultant agrees that time is of the essence and that any failure of Consultant to complete the services for each Phase of this Agreement within the agreed Exhibit "A" may constitute a material breach of the Agreement. Consultant shall be fully responsible for its delays or for failures to use reasonable efforts in accordance with the terms of this Agreement. Where damage is caused to City due to Consultant's failure to perform in these circumstances, City may withhold, to the extent of such damage, Consultant's payments hereunder without a waiver of any of City's additional legal rights or remedies. City shall render decisions pertaining to Consultant's work promptly to avoid unreasonable delays in the orderly progress of Consultant's work. Force Maj*eure,, Notwithstanding any other provisions hereof to the contrary, no failure, delay or default in performance of any obligation hereunder shall constitute an event of default or breach of this Agreement, only to the extent that such failure to perform, delay or default arises out of causes beyond control and without the fault or negligence of the party otherwise chargeable with failure, delay or default; including but not limited to acts of God, acts of public enemy, civil war, insurrection, riots, fires, floods, explosion, theft, earthquakes, natural disasters or other casualties, strikes or other labor troubles, which in any way restrict the performance under this Agreement by the parties. Section Numbers. The section numbers and headings contained herein are provided for convenience only and shall have no substantive effect on construction of this Agreement. Waiver. No deldelayor omission by either party in exercising any It right or power shall impair such right or power or be construed to be a waiver. A waiver by either party of any of the covenants to be performed by the other or any breach thereof shall not be construed to be a 16 waiver of any succeeding breach or of any other covenant. No waiver of discharge shall be valid unless in writing and signed by an authorized representative of the party against who such waiver or discharge is sought to be enforced. Multiple Counterparts. This Agreement may be executed in multiple counterparts, which taken together shall be considered one original. The City agrees to provide Consultant a IN with one fully executed original. IN WITNESS WHEREOF, the parties have executed this Agreement on the dates hereafter indicated. City of Round Rock, Texas By: Printed Title: Date Si For City, Attest: By: • K V b, Sara L. White, City Clerk For City, A roved as to For • By:M& v Stephan L. heets, City Attorney Timmons Group By: Printed Name: r� � Title: Date Signed: Z- L—Al IILAL /-% WAR 1 'implementation Fees $ 191,310.00 Data Conversion $ 38,500M 3ystem Integrations $ 55,410.00 Hardware (Hosting provided by Timmons Group via AWS, annual fee) n/a T I raining $21,640.00 on -site Go Live support $4,760.00 Ad -Hoc support (40 hours after C--')'o-Llve) $6,400.00 Expenses/Travel Costs $ 19,740.00 Total $ 337,490.00 Data Pusher S4,000,00 People Pusher $2,500.00 ParentlChild Relationship $ 10,800.00 Total $ 17,300.00 Software cost kAnatal oast, allflUal fee IS $12,O00) $ 35,000.00 Implementation $ 5.000.00 Total j $405000.00 WAR 7- PLL Portal annua! kense cost ksupport, upgf,aaes, etc,) z , uuu Total $ 12,000.00 WAR I- TG PLL Portal annual license cost (support, upgrades. etc.) $12,000.00 T o tit $12,000.00 TOTAL $418,790.00 CAl IILJIL /-% 0 .0 Software and Implementation Services for . • �r Community Development System Round Rock, TX TIMMONS GROUP April 6,2021 YOUR VISION ACHIEVED THROUGH OURS. Contact: Lou Garcia I Project Director 1001 Boulders Parkway, Suite 300, Richmond, VA 23225 443.904.3897 1 louis.garcia@timmons-com www.timmonsgis.com L-Al IILJIL f-% MON5 CAR: UP YOUR VISION ACHIEVED THROUGH OURS. April 6,2021 Nathan Smith Geospatial Services Manager City of Round Rock 221 E Main St. Round Rock, TX 78664 RE: Cityworks PLL Implementation Dear Nathan: 1001 Boulders Parkway P 804.200.6500 Suite 300 F 804.5601016 Richmond, VA 23225 www.timmonsgis.com Timmons Group is pleased to submit our proposal to the City of Round Rock (Round Rock) for the Software & Implementation Community Development System software project. For over 20 years, Timmons Group has provided a wide variety of Computerized Permitting and Licensing software as well as Computerized Maintenance Management Software (CMMS), Enterprise Asset Management, IT, and award winning GIS services to local government., utilities, municipal, federal, and private clients. Our team encompasses Cityworks, the leading GIS-Centric Permit, Licensing and Land (PLL) System on the market, which allows for extensive combined capabilities, software tools, local support and depth of experience required to form a solid foundation for the success of this project. We believe that implementing Cityworks@ Server PLL for your permitting and development management system needs will meet each of your requirements both now and with any future expansion. We have included an in-depth description of our approach, which has led to successful implementations across the United States. Additionally, Timmons Group is unique as it is one of only two Cityworks solution providers that is both a Platinum Implementation Partner and a Strategic Development Partner. Timmons Group brings a rich pool of people, knowledge, and expertise to this project through multiple years of experience in implementing permitting, business licensing, development processes, and code enforcement solutions. In an iterative and collaborative process, Timmons Group will build a roadmap, engage experienced professionals, and execute a well - planned approach for your implementation of Cityworks PLL, integration to other systems and assist you with conversion from your legacy system. Be assured that the team leaders and staff identified for this project have successfully completed projects of similar size and scope for a variety of public and private clients throughout the country. Michael Edwards is our proposed Project Manager. He has led multiple Cityworks implementations and integration projects, including working with cities, counties, and public utility districts across the U.S., including a current existing TracklT user migrating to Cityworks PLL with our services. Timmons Group is committed to providing Round Rock with the resources needed to achieve your goals and the priority to complete each task on schedule and within budget. Our dedicated staff will provide you with consistent, responsive service. We have established a strong team, based on similar projects, client success and certification status. Our team will provide Round Rock with: • An unsurpassed ability to deliver sound solutions to all phases of your program. Key team members dedicated to your project offer an impressive level of professional experience and knowledge for delivering services to your full range of associated services. • A full understanding of your program requirements and a project team committed to exceeding your highest expectations through the development of sound and innovative technical solutions. 'v'\Je invite you to review our proposal., while keeping the following points in mind: o Timmons Group is a Cityworks@ Platinum Implementation Partner, with our project team comprised of experienced subject matter experts who have worked together on multiple successful community development, permitting, inspection and licensing projects specific to Cityworks@ PLL. CIVIL ENGINEERING i ENVIRONMENTAL I SURVEYING I GIS I LANDSCAPE ARCHITECTURE I (CONSTRUCTION SERVICES L-Al 11L)1L /-"% TIMMO►NS GROUP YOUR VISION ACHIEVED THROUGH OURS. 1001 Boulders Parkway P 804.200.6500 Suite 300 F 804.560.1016 Richmond, VA 23225 www.timmonsgis.com o Timmons Group is a Cityworks() Strategic Development partner with intimate experience with all of Cityworks®R API's and experience in leveraging them for custom integrations and mobile deployments for iOS, Android, Surface or Windows tablets, or smartphones. o A team with institutional knowledge needed to see the project assignments through...all the way through. We will leverage our "lessons learned" on recently completed similar projects to your full advantage. We have integrated Cityworks with numerous other systems ranging from financial, to billing, to mobile technologies. o Comprehensive training program that will involve Round Rock employees through all phases of the project. o A team which prides themselves with delivering innovative solutions that exceeds our clients' expectations. Each team member is empowered to do what it takes to make sure your projects are successful endeavors for you and your stakeholders. A partnership with Timmons Group offers Round Rock a significant number of benefits. From initial system planning and design activities all the way through implementation and deployment, you will have direct access to industry -leading engineering, planning, GIS, and information technology professionals, and " best-of-b reed" Permitting, Licensing and CMMS enterprise asset management services. We distinguish ourselves through our training program that starts at project kickoff and doesn't end until well past project completion, Timmons Group greatly appreciates this opportunity to present our submittal and we are confident that our team represents the best overall value to the Round Rock. If you have any questions or require any additional information. please feel free to contact Lou Garcia, our Principal contact person, at 443.904.3897. Sincerely, if Louis Garcia Principal & Project Director Ron Butcher, Jr., MBA Principal in Charge CIVIL ENGINEERING I ENVIRONMENTAL I SURVEYING I GIS i LANDSCAPE ARCHITECTURE I CONSTRUCTION SERVICES L:�Al 11U1L InA xt�.cutive Soull [III lary. Xsv**mX*0*%Xv 00 onsooss as*** as ***one* sex** so ***Iftean so 4 Ti. m,,1v%10%1o1w%1s Group, 00*0 sea so 4*4 as x%*44006 044*x 004 X6 40 save* as so* an 6*v *one sense 0**00*44 am eas us so, am*** 046*40* *0 eel eve a ones to a** so 60 *00 as *6400060 so sees 6 Keferences.... as 8*0*X sees am** a&*** on so* all* *01two ***%Xo* at X*0 404 60 not *O*ax 06 of no* so, 0064eass, a SX0401 a *a** as *** to vs sea ** *0 so* ease** t n x n O a R x E 00 was 00 as*** as *a *an 60* *9 0 rojeLc Team .. o**%s*#Q4w*0# to***%* spoon ******* *0 4*04* #0 0014*0 an *0040 ****so* xv o4oxx #0 Qmv**awx**s* am *0* XS***Wx** less 14 is N M R Im r roj e CA U n d e r s t a n d i p r * a 4 v * 0 0 s a 6 0 * a 4 * a A 0 a 0 a a 6 a a * x a 0 x a * a a a a a a a a a v * a a a v * a a a 0* a a x v * a a a a a 0 a 0 2 4 CityworksPLL Product rii** Qo%xvA*Qx*9** xxo*Ass 044*X *ON%*** *move Us *464% **Sax** N*X*61081060*42 i a Q a i i p p x n i Q A xxvoosxsells6 r"%vow& � RAlft A10%A Jublic Fta%clf ly H o rt eaL I Tif 1 11 1 Ions Group F"j L L Fj o-h' rt a I No* a* 1600 Isis 6welffs V* CoSsmotsols **** z1foeoxx 44204 00 assm0'so 2000441610 00015*10 4SX700 0* 970444 xs 0*040 ***of** 77 a B Costs x0ocess *0400*0 asxu* *as** ***ova* xx 00009 *oQsa**4sX**o4ffv**Xw up see so to s0***X*v* so *** me ***as 6v **ss*aQ6w*o** 0,0 3 age TIMMONS GROUP YOUR VISION ACHIFVFD THROUGH OURS L-Al MAL 1-% ROUND ROCK TEXAS Software and Implementation Services for Community Development System KIRKM PLkv*" My.41"'In City of Round Rock, TX EXECUTIVE SUMMARY Many community development, permitting, licensing, etc. solutions are capable of performing development services tasks as well as extensive data analysis. However, this does not indicate nor is it true that simply by utilizing and analyzing data and/or a software system that development services is operating and delivering services as they desire to. To improve operational capabilities and provide desired services a Best Management Practice (BMP) framework, Workflow and Standard Operating Procedures (SOPs) that fully leverage and utilize Cityworks PLL must be undertaken. In order to understand where development services need to get to, we must first define this destination. When Timmons Group works with our clients to address their community development needs, we frequently reference the U.S. Department of Housing and Urban Development definition that states: "Community development activities build stronger and more resilient communities through an ongoing process of identifying and addressing needs, assets, and priority investments. Community development activities may support infrastructure, economic development projects, installation of public facilities, community centers, housing rehabilitation, public services, clearancelacquisition, microenterprise assistance, code enforcement, homeowner assistance and many other identified needs. as defined by U.S. Department of Housing & Urban Development When reviewing this definition, several technical solutions can meet the management of these areas. In order to meet the intent of the US Dept. of HUD definition as well as Round Rock desired goals, the supporting areas (processes, resources, technology and competences) must be first recognized and understood and then a plan must be enacted to address them and to fold them into an overall plan for a Cityworks PLL implementation. Timmons Group proposes to work with Round Rock to refine existing TracklT workflows or create new workflows, following existing business rules, legislation, and other criteria so that Round Rock can leverage Cityworks PLL to meet your goals. It will be our intent to utilize your existing processes/workflows and to "tweak" these processes/workflows as necessary to include best practices, a Best Management Practice framework, Workflow and Standard Operating Procedures, and to fully and effectively utilize the full capabilities of Cityworks PLL. This initial business process analysis provides our implementation team with a detailed look into the everyday processes marshaled by Round Rock staff. A primary objective of this task is for our implementation team to review and understand how Round Rock conducts business and manages its workflows. The ultimate goal is to provide knowledge to support and enable our implementation team to properly address the technological impacts of the software deployment and Round Rock in order to understand the technological impacts and the non -technological impacts related to business processes and workflows. Realizing your vision, however, can be challenging. It will require change -- new behaviors and new skills. It will also require a solid foundation of well- defined business processes and solution requirements. But before any supporting IT tools can be configured, there must be clarity on the organization's core processes: the workflows for key steps and sub -steps, and what data must be collected at which points to inform which decisions; as well as which integrations to other Round Rock systems are desired. By analyzing business processes in a structured way, one streamlines the technology and data needs and, perhaps more importantly, one can identify tangible improvement areas for quick wins. in 605 OIX .4--f 0V As we have detailed in other sections, engaging Timmons Group to address your permitting and community development needs will yield the results you demand. We have performed several projects whereby we have migrated localities from competing software solutions, such as TracklT, to Cityworks PLL. Many years of important lessons learned will be available to you and your stakeholders throughout the life of your program. Regarding group specific consulting, Timmons Group brings not only geospatial and information technology professionals to assist with the implementation of the Cityworks Server PLL solution, but also subject matter experts in the fields of permitting, inspections, licensing, utilities, and planning. You will have the opportunity to work with our community development, planning, inspection, geospatial, and technology subject matter experts who will share over a century of combined ideas and solutions with you in support of your greater mission. These resources will be available to the project team to assist with best practices as Cityworks PLL is configured uniquely to each Functional Group and Cityworks PLL is configured around each Functional Groups business processes and workflows. These subject matter experts will review the proposed configuration workflows for 4 1 P a g e % TIMMONS GROUP YOUR VISION ACHIEVEO THROUGH OURS CJIIIIUII /`1 ROUND ROM 11EXAS RPM." MN KII\SMMpftaifflun .r r: f i. OJAI' Al M jw_ .... .......... ........ .. . ............. S�Page To-MMONS GROUP YOUR VISION ACHIFVF0 THROUGH OURS prOUND IRom rms r Software and Implementation Services for Community Development System City of Round Rock, TX TIMMONS GROUP PROPOSAL CONTACT Lou Garcia, Principal, PIVIP Project Director 1001 Boulders Parkway, Suite 300 Richmond, VA 23225 r 443.904.3897 louis.garcia@timmons.com Rak'4 0 To achieve unparalleled understanding of our clients, their businesses and their visions resulting in unrivaled customer service and shared success, EXPERIENCE IN ALL SO STATES 16 OFFICES NATIONWIDE: • Virginia (8) • Maryland • North Carolina (4) • Texas • Washington, DC • Arizona 8 FIELD OFFICES • Portland., OR • Cedar Rapids, IA • Golden, CO • Jefferson City, MO • Carson City, NV • Atlanta, GA • Parkton, MD • Jonesborough, TN DEDICATED + GEOSPATIAL 100 STAFF NETOIZNIM� Timmons Group is a well -established professional consulting firm (C- Corporation) with over 700 employees, providing information technology and geospatial consulting services to public and private clients throughout the U.S. and Canada since 1953. Our team develops across multiple technologies and platforms including open - I source, proprietary, and hybrid solutions. From our web developers to our database managers, systems engineers, consultants and project managers, our award -winning team provides the unique ability to understand your vision and offer a solution tailored to your mission -critical business requirements. We pride ourselves in being technology experts that care deeply about community development and asset management solutions to help you better manage your citizen needs, concerns and your assets. Our Technology group has the experience and capability to provide a wide range of services. In business since 1953, Timmons Group has sustained growth over the past several years in gross revenues and workload. Current annual gross receipts over $100 million. This stable environment sets the stage for Timmons Group's continuing operations for the foreseeable future as a financially viable corporate entity. PLANNING DESIGN • Requirements Definition • Infrastructure Design • Strategic Planning • Database Design • Implementation Planning • Data Model Design 0 Application npqinn DEVELOPMENT • Application Development • Data Conversion • Field Data Collection • Mobile & Web Development • System Integration 0 GIS Infrastructure Design IMPLEMENTATION • Cityworks AMS & PLL • User & Admin Training • Support ei a IWO TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS L-Al MA ROUND ROCK. rEXAS Software and Implementation Services for Community Development System City of Round Rock, TX 4-1101 A11141 11killipQ Timmons Group is a multi -disciplined engineering and technology firm recognized for nearly twenty years as one of Engineering News Record's (ENR) Top 500 Design Firms in the country. We provide community development, asset management, civil engineering, environmental, geotechnical, GIS/geospatial TIMMONS G`ROUP technology, landscape architecture, and surveying services to a diverse client base. Founded in 1953, we are a well -established firm with a pioneering spirit. YOUR VISION ACHIFVFD THROUGH OURS. Decades of experience allow us to lead our industry with an unwavering commitment to forward thinking, innovative design and complete solutions that help our clients to be successful. Inspired by your vision, our client service teams solve your challenges in imaginative, cost-effective and constructible ways. As a 700 person professional services consulting firm with nearly 2,000 clients, our extensive experience in technology, engineering, planning, and surveying enables us to design and implement innovative solutions to solve our clients' varied challenges. As Timmons Group celebrates our next sixty years, we are extremely proud of the legacy we have established in solving the many challenges our clients have entrusted to us. However, we are not resting on our many accomplishments of the past; but rather, we are focusing on building our culture as community leaders and responsible corporate citizens, focused on understanding your specific challenges and helping you to realize your vision. Timmons Group, which has established itself as one of the most sought after EAM & Community Development consulting groups in the United States, is excited about working side -by -side with you and your staff to develop a technological legacy that you, your organization, and all of your stakeholders will take pride in. Our unique view of your project is one of the distinguishing traits that sets Timmons Group apart from other Cityworks asset management consultants. We do not view these projects as simply a software installation and configuration job. Rather, we view Cityworks as an integral piece of your over-riding enterprise Community Development & CMMS/asset management strategies and the foundation upon which countless additional work tasks will rely upon for the feature -rich content needed to support your organization's varied daily operational, regulatory, and customer service challenges. We look forward to sharing our ideas and solutions for this project. Our History 67 Years in business 105+ Cityworks Implementations Where We Are 16 ,Nationwide offices • Richmond., VA (3 offices) 0 Charlotte, NC 0 Raleigh, NC 0 Greensboro, NC 0 Elizabeth City, NC 0 Baltimore, MD 100+ (DedicatedAsset Management C,"t Geospatial staff 700+ TotaCStaff • Ashburn, VA • Round Rock, VA • Hampton Roads, VA 0 Staunton, VA 0 Dallas, TX 0 Phoenix, AZ 0 Washington, DC Michael Edwards, PMP, will be our project manager for this project. Michael has a long history of implementing permitting, licensing, inspection & code enforcement solutions, specifically as it relates to Cityworks PLL. Timmons Group has implemented Cityworks for over 105 different clients throughout the United States and Canada. Most of these projects involve legacy data migration, customer support services, and software integration. The map on the following page represents this experience. 71 P a g e TIMMONS GROUP YOUR VISION ACHIFVFO THROUGH OURS L-Al MAL 16A ROXUJND2 ROCK, TEXAS Software and Implementation Services for Community Development System City of Round Rock, TX o**** Timmons Group has been a Cityworks Business Partner for 17+ years. The 0 qW symbiotic relationship enjoyed between Cityworks and Timmons Group is a unique and tremendously advantageous team to our clients. While Cityworks T I M M ROUP is a software company, Timmons Group is a company focused on professional services and excellent project delivery. This, unique in the industry, teaming YOUR VISION ACHIEVED THROUGH OURS. arrangement allows Cityworks to concentrate upon the constant development and improvement of their product offerings while Timmons Group concentrates on the successful implementation, real world use and exploitation of the Cityworks products. We view our mutual clients from somewhat different perspectives, however this is to your advantage. Timmons Group is free to 9 ensure that the Cityworks, products are implemented so that they work utilizingA. the workflows, business rules and processes our mutual clients desire, Cityworks including integration to other software systems. Timmons Group will ensure that Cityworks works for you and is not a system that Round Rock must dedicate tremendous (and unnecessary) resources to. We are free to concentrate on the exacting requirements our clients require. We therefore look at the operational side of our client's requirements and the strategic goals they wish to achieve, as well as keeping our clients abreast of the latest trends and standards in best practices of asset management, CMMS and Community Development. Cityworks can concentrate on how their products meet the basics around software: constant development, ensuring the software performs as desired, provides capabilities to meet best practices and standards and stays abreast of the latest technology developments, as well as the look and feel end users demand. Cityworks is also able to ensure their future product offerings are aligned with long term strategic goals of not only Esri GIS, but also their clients wishes and desires. All of this is made possible by offering to you, our clients, a true team of experts. Although your primary contact with the team will be with Timmons Group during the implementation, Cityworks will take an active role in the project. Our teams work together to develop our proposal responses, Cityworks Client Success Managers are involved in our scope development and will be involved with the project team (comprised of Round Rock, Timmons Group and Cityworks) from the start, including attendance at key project meetings. Once Go Live occurs Cityworks involvement will become more prominent. However, rest assured, both Cityworks and Timmons Group will remain involved and attentive to you as our mutual clients well past the Go Live stages. We share the common value that our success is truly achieved only when our clients are successful. Both Timmons Group and Cityworks take this seriously and feel that this unique relationship only makes our two companies stronger and our clients more satisfied. As evidenced on the map below, Timmons Group has provided Cityworks implementation services to over 90 clients throughout North America. 8 Page TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS L—All IILJIL /-% RLOUN D ROCK. 17EXAS Software and Implementation Services for Community Development System V44 NY PklM^ P011111` 0; ry City of Round Rock, TX YanCOUver ti NoRrH DAI(OTA N EVV C. GTON MONTANA MINNESOTA Ottawa. Mo^treat4_ MAMF Vvndain SOUTH DAKOTA WISC IN VT 0R1(')(_)N IDAHO MAW4u'iw MICHIGAN , Totonw­" NA WYOMING (D.ptio�t _44ro' NEW YoFio tom NEBRASKA wj, (4H,10, Denvei LLINOIS INDIANA lumbs N XVANIA N New York Indiana NEVADA UTAH COLORADO KANSAS more San Francisco (v-, WWWA V4 MISSOURI W KENTUCKY Viiq n,4 Beach CAL RNIA Las Vegas 01<4Q011AA "J., 4§4 A Albuqwque Memphis TEN 'SSE IN Okiahma City' Los Arlqe�ej Aril NF-w MExico, ARKANSAS Phoenix udad SOUTH (IAROLINA '"tcall Fort Worth. Tucson C1 ALA RGfA Jua z TExAs MISSISSIPPI a" C—MWWA Austin LC)DANA C,U.;v*NtA Mato W, Amw WOW 41.011 00 P4 UVIV4D :&redo ciudAis CO"UtIA Swcaw mon4ory T0111,011 . Culiacan M two Carpinteria Valley 1,Nater Q American States Utility Edmond. OK 0 Garland, TX 0District, CA Service 0 Otay Water District, CA Shafter, CA Asheville, NC Lake Stevens, WAIQ 0 Alpharetta, GA Alcoa TN Brookhaven. GA Q Elk Grove. CA 19110111. 0 Naperville. IL E Goochland County, VA Frederick Water. VA Q lc7�, Yakima. WA Mif 0 Fayetteville NC Petersburg, VA Q Montgomery County. MD 0Douglasville/Douglass County, GA IWAIM1111h. Manatee County, FL gosh. 0 Hamilton County, TIN Henderson,.KY QP Salem, VA Florida Keys Aqueduct Skagit County PUD #1, WA SeaTac, WA Authority, FL North Gila County Sanitation 0 Q District, AZ 0 Auburn, AL 10 Sarnmamish, WA Q St- Johns County, FL 0 Tampa, FL Lafayette Consolidated Govt. LA 0 Weston, FL Madison, WI Q Baltimore County, MD Herndon. VA Seattle. WA Bonney Lake, WA Nashville, TN Richmond. VA Q Alexandria VA Grand Rapids, MN Renton, WA Pennichuck Water, NH Jackson. MS Upper St. Clair. PA Forsyth County GA Consumes CSD Washington DOT, DC Tallahassee, FL Yelm, WA Albemarle County Service Authority. VA Sugarland, TX AMID& Colonie, NY Tigard, OR Holly Springs, NC Bartow County, GA Napa Sanitation District, CA Isle of Wight County, VA Newport News, VA North Miami Beach. FL Regional Municipality QR Montgomery County, OH Grey Forest Utilities, TX of York, Canada 0 Fallon, 1L CD Advah, 10 Waterford Charter Township, MI Herriman, UT Escondido, CA Toledo, OH .9111111b. Q Idamb, Charlotte County, FL Milwaukie, OR Spotsylvanla County. VA `04#20 Altoona City Authority, PA CD W Raleigh-, NC Harrisonburg, VA Independence. MO Minot, ND Allegheny County, PA Lebanon. OH Bellingham, WA Chicago. IL MetroConnects, SC Charleston Water, SIC City of Winston-Salem, NC Las Gallinas Valley Fairfax County, VA Q Su anitary District, CA QWatsonville, CA f Macon Water, GA West Valley City, UT 1911111101 V73 Morro Bay, CA i Mid Peninsula Regional Charlotte Water, NC Open Space. CA Sammamish Plateau Water District, WA 91 P age TIMMONS GROUP YOUR VISiON ACHfFVFD THROUGH OURS cAl I I LAL r% ROUND ROM TMS Software and Implementation Services for Community Development System City of Round Rock, TX Our past experience has taught us that the best measure of our organizational capability is due to our extensive list of repeat clients. We believe that this indicates client satisfaction relative to our performance. Below is a list of clients where Timmons Group has successfully provided similar services for, in various states and localities. We have also listed the client contact so that they can attest to the quality of our work, timeliness, diligence, and our ability to meet budget and schedule. We encourage you to call and inquire how they would rate our management skills, technical competence, commitment to service and project delivery. Cityworks@ Enterprise Asset Management System Implementation I City of Garland, TX Contact: Cynthia Baughman I Tel. 972.205.3237 1 CBaughman@gariandtx.gov Address: 2343 Forest Lane, Garland, TX 75042 Project Dates: December 2015 — March 2017 The City of Garland, TX has contracted with Timmons Group to implement Azteca's Cityworks Server AMS software for the City's Water Utilities department. The City is currently using multiple systems to manage their water utilities assets. As part of this implementation, Timmons Group AW& is integrating the Cityworks Server AMS software with the City's existing financial system (Harris Cayenta), Interactive Voice Response (IVR) system, Highland OnBase document management qV system, and the City's existing Esri ArcGIS database. By integrating all of these systems the GARLAND City will be able to reduce their cost of operations by reducing multi -entry processes, improved Tit XA% V.&OF Hks P(-; customer service, and enhanced business intelligence through reporting. Timmons Group's implementation of the Cityworks Server AMS software along with integrations to the City's other supporting systems will provide an enhanced centralized solution, streamlining and improving service request routing, work order processing, and asset analysis. This centralized solution will improve ease of use, reduce the cost of maintenance, and unify work order management processes across all departments. Cityworks@ Enterprise AMS & PLL Implementation I City of Auburn, AL Contact: Christopher Graff 1334-501.7207 1 cgraff@auburnalabama.org Address: 144 Tichenor Ave, Auburn AL 36830 Project Dates: Implementation completed in 2012; Maintenance is ongoing Project Description: The City of Auburn, AL contracted with Timmons Group for implementation of an Enterprise Asset Management System (EAMS) for their water distribution division. Through extensive evaluation the City chose Azteca Cityworks as their asset management platform. Timmons Group implemented the Cityworks Server technology to streamline and improve the way the City handles service request routing, tracking and management and for improving the AL work order management process. City of Auburri Timmons Group and the City's staff took part in a business process analysis and business improvements phase of the project that resulted in a clearly defined Cityworks configuration and a formal set of standard operating procedures. This process also produced an implementation approach that can be easily replicated by other departments as the City moves forward. As part of this implementation Timmons Group integrated Cityworks with the City of Auburn's existing Utility Billing System (Tyler Technologies Eden). By integrating Cityworks with the existing Utility Billing System the City has been able to leverage all of the functionality of Cityworks while maintaining their current utility billing business process. In addition, Timmons Group implemented Cityworks PLL and the Timmons Group PLL Portal. Please see the letter of reference following this section. 10 1 P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS L-Al 11LAL /-% VROUNDROCKTEXXS Software and Implementation Services for Community Development System Aft V raft a WN% ■ WWI%& %.#!-Ey OT 1"' OUF1U MOCK, I A Cityworks® PLL Implementation & Citizen Engagement System Integration I City of Escondido, CA Contact: Rob Van De Hey 1760-839-6213 1 rvandehey@escondido.org I Address: 201 North Broadway, Escondido, CA 92025 Project Dates: September 2018 — May 2019 ES NRDID(o Project Description: The City of Escondido contracted Timmons Group to assist with the City of Choice 0100, implementation, configuration, data conversion (from CRW/Superion TRAKiT NET), and report custom ization/creation for Cityworks Permits, Licensing and Land (PLL) software; implementation and configuration of the Timmons Group Public Facing Portal for Cityworks PLL-, and the implementation and configuration of OnBase for plan review and document management for Cityworks PLL. Cityworks@) Enterprise AMS & PLL Implementation I City of Fayetteville, NC Contact: Joe Vittorelli 1910.433.1863 1 jvittorelli@ci.fay.nc.us Address: 433 Hay Street, Fayetteville, NC 28301 Project Dates: Implementation completed in 2016; Maintenance is ongoing Project Description: The City of Fayetteville, NC contracted with Timmons Group for implementation of an Enterprise Asset Management System (EAMS) and Permitting solution. Through extensive evaluation, the City chose Azteca Cityworks Server AMS (Asset Management System) and Azteca Cityworks Server PLL (Permits, Licensing, and Land) as their asset management and permitting platforms. Timmons Group utilized a phased approach for implementation of both the Cityworks AMS and Cityworks PLL implementations. The first phase of the implementation set the stage for the remainder of the project by addressing IT -related requirements and provided overviews of configuration information that were collected in the subsequent phases. Timmons Group then moved the City into Phase 2 of the implementation, development of the System Design and Configuration Plan (SD&C). Timmons Group and the City's staff took part in multiple business process analysis and business process improvement meetings to review workflow and system integration requirements for each department. The results of those City Of meetings produced a clearly defined Cityworks configuration and a formal set of procedures that t were documented in the SD&C plan. F tevk The resulting SD&C plan kicked off Phase 3 of the project, Cityworks Configuration. Utilizing the SD&C plan requirements, Timmons Group configured the Cityworks AMS and PLL databases. Timmons Group and the City performed a series of configuration review meetings to develop the final Cityworks configuration and integrations. As part of the final phase of the project, Timmons Group provided the City with a comprehensive five-day on -site Cityworks training session through a hands-on approach for both end users and Cityworks administrators. Timmons Group also provided three days of on -site go -live support to assist the City with any on -the -fly configuration changes. Under this contract, Timmons Group implemented Cityworks Server AMS for the City's environmental services division. This division is responsible for the collection and management of residential and commercial solid waste and recycling programs for the City's 200,000 plus inhabitants. Timmons Group implemented the Cityworks Server technology to streamline and improve the way the City handled service request routing, tracking, and management, and to improve the work order management process. Included in this implementation was integration with the City's public report -a -problem portal. SeecAiGkFax. Timmons Group implemented Cityworks Server PLL for the City's Permitting, Building Inspections, and Code Enforcement divisions. This implementation allowed the City to streamline the application and review process by enabling each division to share and access pertinent information through a single portal based on a cohesive workflow. 111 Page % TIMMONS GROUP YOUR VISION ACHIFVFO THROUGH OURS C.Al 111LAL /-% ND ROCK TEXAS Software and Implementation Services for Community Development System rQkh vn w1jow 4 GLORGIA City of Round Rock, IX Cityworksi,'F�` Enterprise PLL Implementation & CitySOUrced integration I City of Brookhaven, GA Contact: Robert Mullis ,404,637.0640 1 Robert. mullis@brookhavenga.gov Address: 1 Independence Hill, Farmingville, NY 11738 Project Dates: Implementation completed in 2017; Maintenance is ongoing Project Description: The City of Brookhaven, Georgia, a City of approximately 50,000 residents, contracted with Timmons Group for an Implementation of Cityworks PLL Software and Meritage Conversion. Project tasks included upgrading the City's existing Cityworks software to implement the Permits, Licensing, and Land (PLL) software module. Along with this implementation, Timmons Group also migrated data for historical permits from the City's current Meritage system.to meet business needs 3 years out. Timmons Group is also integrating Cityworks, PLL with OnBase's Electronic Plan Review. The Timmons Group Public Facing Portal was also implemented. Cityworks@ Enterprise PILL Implementation I City of Winston-Salem, NC Contact: Lee Nichols, IS Project Coordinator I Tel. 336.747.7013 1 Email: leen@cityofws.org Address: 101 N. Main Street, Winston-Salem, NC, 27101 Project Dates: Implementation completed in 2017; Maintenance is ongoing Timmons Group implemented Cityworks PLL (Permitting, Licensing and Land) and a custom Public Portal. The implementation replaced the City's previous system, Hansen 7, as it was becoming outdated, inefficient, and unable to perform vital features the growing community needed. By implementing Cityworks, the City gained direct control over their business processes, which became completely customizable based on specific needs and allowed ease of coordination between several vital City departments. The City also saw improvement in system reporting through the development of custom reports using PL/SQL and SAP Crystal Reports. The need to develop a custom Public Portal grew from the City's desire to include several additional functional requirements that were not standard with Cityworks' portal, such as increased scheduling capabilities, concentrated searching options, as well as easier payment options for their clients. Timmons Group worked alongside the client to ensure all options were included in the new system and would address all needs appropriately. Using ESRI best practices and our expertise in development, the custom Public Portal was deployed to Savannah's Oracle environment for Cityworks 2014 SP5 and Esri ArcGIS Server 10.2as. With the successful implementation, the City of Savannah now maintains their assets over multiple departments through an integrated system. The new system also allows the City to identify and maintain workflows while giving citizens the access they need to permitting and business licenses. Implementation of Cityworks@ Permits, Licensing and Land (PLL) I St. Johns County, FL Contact: Rocky Agbunag I Tel. 904.209.02731 Email: raqbunaq(@_sicf1-us, Address: 500 San Sebastian View, Saint Augustine, FL 32084 Project Dates: Implementation completed in 2018; Maintenance is ongoing Project Description: The County of St. Johns, Florida, contracted with Timmons Group to provide professional services in the implementation of Azteca System's Cityworks, Permits, Licensing and Land (PLL) software module and to manage the implementation process for use in the Department of Public Works processes. TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS. 0.. LAI I I IJI L /`% =ROUND ROCK TEXAS Software and Implementation Services for Community Development System F'I?RPia. i'M.'1K>i+t PRUSpf:pfiY City of Round Rock, TX LETTERS OF REFERENCE �- City of Auburn Home of Auburn Uriversity June 29. 2015 Timmons Group Ron Butcher 1001 Boulders Parkway Suite 300 Richmond, Virginia 23225 RE: C"rks® Enterprise 4sset Management System Implementation Dear k1r. Butcher: I would like to take this opportunity to express my gratitude and appreciation for Timmons Group's performance on the implementation of our Enterprise Asset Management System over the past several projects (water distribution division, sewer collection division and public works department). We have been extremely pleased with the software provided by Azteca Systems, Inc. (Cityworks) and services provided by Timmons Group. These tasks required defining our business processes, building integration between enterprise systems and configuring Cityworks to streamline and improve the way the City was currently handling service request routing, tracking and management. This dramatically improved our work order management process, much due to your staff's demonstrated knowledge, expertise, diligence and resourcefulness. Timmons Group's expert implementation of Cityworks has opened a new future of asset management system capabilities and addresses the City's mission of providing quality, responsible services to its citizens. We are proud of the solutions we have built with Timmons Group and hope to continue leveraging our relationship to further develop solutions to maintain an excellent quality of life in the City of Auburn. Best regards, Christopher Graff, GIS P GIS Manager, City of Auburn 144 Tichenor Avenue Is Auburn, Alabama 36830 (334) 501-7260 • FAX (334) 501-7299 • www.aubumalabama.org % TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS Principal in Charge Project Manager Donald Butdier, Michael Edwards, al PM MBA, GISS, GISP PMP I Lou Garcia, Prin6T , Technical Lead Kyle Kojan Data Conversion PLL Configuration Business Analysts Integrations Ryan Torino Kyle Kojan Dakota Talley Patrick Wade Ethan Reuse River Stallings Zhu Zhiqiang Staff Resources System Designers Office Data Client Support Sstem Integrators y Developers Technicians I Programmers Field Data Trainers Engineering Collectors Services [__A1 11LJ1L 161 0 T UND ROCK. rEX.A.S Software and Implementation Services for Community Development System City of Round Rock, TX Key Personnel Project Director and Main Proposal Contact Lou Garcia, Principal, PMP I Telephone: 443.904.3897 1, E-mail: louis.garcia@timmons.com As Project Director, Lou will work alongside Michael (Project Manager) to ensure all tasks and expectations are met by Timmons Group. Lou will also be responsible for the management of resources and overseeing finances to ensure the project progresses on time and under budget. He has over 30 years of experience authoring and managing numerous project management plans, needs analyses, strategic plans, and implementation plans for Asset Management and Geospatial Technology products and services. Project Manager Michael Edwards, PMP Telephone: 804.402.73001 E-mail: michael.edwards@timmons.com Michael is the Project Manager assigned to this project. Upon award, he will be responsible for the day to day communications with Round Rock, coordination of activities relating to the installation and implementation team and will ensure successful accomplishment of the scope of work — all within the contract budget and project schedule. Michael now leads the successful implementation of Cityworks AMS and PLL for clients across the United States. Michael has also led the successful integration of Cityworks with numerous 3rd party applications as well as data conversion from legacy permitting systems such as TrakIT. Michael is also capable of managing the development of complex tools that integrate seamlessly with Cityworks. Additional Key Personnel Ron Butcher, MBA, GISP, Principal in Charge Ron's background in the development and implementation of asset management projects affords us aided depth and the ability to leverage his additional real world experiences in all of our consulting efforts. Ron will serve as the Principal in Charge for this project. He will be responsible for overseeing all technical aspects of the Round Rock engagement to ensure the development and delivery of an enterprise solution focused on Savannah project goals and objectives. Kyle Kojan, Technical Lead Kyle has experience conducting discovery workshops for both Cityworks implementations and integrations with other systems. He is also experienced in performing data migrations from legacy systems into Cityworks. In addition, Kyle has led training sessions and developed design documents for integrations and customizations to the Cityworks software. Kyle has worked closely with the Timmons PLL Portal on a number of projects, and is well versed in the functionality and implementation process for the portal. Kyle is also a certified installer of the OnBase document management software, and has worked on projects that integrate the OnBase Plan Review module with the Timmons Portal. Kyle has the extensive knowledge needed to fulfill the requests of any project and has shown to be a valuable asset to our Citywnrks AMS and PLL. implementation teams. Ryan Torino, PILL Configuration Ryan is an Analyst who has extensive experience working on various GIS projects across multiple levels of state and local government. His project experience includes Next -Generation 911 data maintenance for local governments, parcel data maintenance, stormwater/sewer data maintenance, road centerline maintenance, and right-of-way maintenance. During his time at Timmons Group, he has served in several staff - augmentation assignments at Chesterfield County and the Virginia Department of Transportation where he took the initiative to identify and implement business practices to more efficiently maintain various GIS datasets. Ryan transitioned to the Asset Management and Community Development group at Timmons Group in September 2019 and has worked on various Cityworks implementation projects including the City of Asheville, the City of Fayetteville, Napa Sanitation, Doug lasville-Douglas County Water and Sewer Authority, and the City of Toledo. Ryan is very proficient working with SQL, Crystal Reports, and ArcGIS, and having an extensive background in GIS, he uses this background to optimize the clients' utilization of Cityworks in conjunction with their GIS data. Ryan is a superb communicator, problem -solver, and always strives to ensure he meets the client's needs and expectations. Patrick Wade, PLL Configuration Patrick has considerable experience working with GIS for a wide variety of projects involving field data collection, spatial analysis, and application development. He has used GIS to maintain and create large datasets for addressing, natural and municipal resources, parcels, sustainability projects, and a range of utility assets. Added to Timmons Asset Management team in 2019, Patrick has worked on a number of projects with clients, including Albemarle County Service Authority, Asheville Department of Public Works, City of Salem. Virginia, and West Valley City, Utah. He has assisted in the development and implementation of Cityworks AMS and PLL applications for clients and is experienced in creating solutions to meet or exceed client expectations. 00*00 15 1 P a g e 00 * TIMMONS GROUP YOUR VISION ACHfFVFO THROUGH OURS GJ1111U11 /`1 ROUND RCOUEXAS • RAS"% m9WA PaQW-MM 01M AF, .,eto-%iled resuv-v%es are included on the following pages - ,"Dow W 161Page 01t, TIMMONS GROUP YOUR VISION ACHIFVFD THROUGH OURS L-Al 11LAL /-% KOU N D ROCK rENA-s Software and Implementation Services for Community Development System City of Round Rock, TX Lou Garcia, PM P Project Director, Timmons Group Education BS, Geography and Environmental Planning, Towson University, 1989 Experience 30 Years Certifications Project Management Professional (PMP)., Project Management Institute; March 2009 Cityworks AMS Server; June 2012 Miller-Hieman Business Development Training; December 2005 Staff Management Training, August 2005 Spatial Database Standards for Infrastructure and the Environment 2.5 ; (SDSFIE) March 2005 Mapping Grade GPS Training; December 2004 Trimble Survey Grade GPS Training; November 2004 Project Management Training, American Management Association; March 2001 Lou Garcia is a Senior Project Manager with over 30 years of experience in Consulting and Project Management of Enterprise Asset Management, GIS, engineering, and surveying projects. He has experience at the technical consultant leadership level in applying analytical processes to the planning, design, acquisition, and implementation of new and improved business processes, GIS tools, productivity tools, and services. He has authored and managed numerous project management plans, work plans, needs analyses, strategic plans, and implementation plans for Asset Management and Geospatial Technology products and services. Select Project Experience • Cityworks Server PLL Implementation for New Asset Tracking, Spotsylvania County Department of Utilities, VA • Cityworks Server AMS & PLL Software Implementation, City of Alpharetta, GA • Cityworks Server AMS and PLL Software Implementation, Winston-Salem, NC • Implementation Services for Cityworks PLL Phase 1, Escondido, CA Cityworks PLL Integration, St. Johns County, FL Cityworks FILL Integration, Brookhaven, GA • Public Facing Portal, West Valley City, UT • Cityworks Server AMS Software Implementation, Bartow County, GA • Cityworks Server AMS Software Implementation, City of North Miami Beach, FL • Cityworks Server AMS Software Migration from Cityworks AMS Desktop, City of Lebanon, OH 171 P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS 1L__A1 MA /-% IrrROUND ROCK TEXAS i_ __ Software and Implementation Services for Community Development System , rWiW RAPW MUM powl?"In City of Round Rock, TX Ron Butcher, Jr., GISP, MBA I Principal in Charge Education MBA, Management Information Systems, University of Dayton, 2000 BS, Computer Science, Magna Cum Laude, Park University, 1994 Experience 18 Years Certifications GIS Professional (LISP} GIS Surveyor (GISS), South Carolina Ron is an accomplished Senior Manager with 18 years of success developing, integrating and aligning technologies to meet customer business needs and achieve corporate goals and objectives. Results -oriented director with effective balance of long-range vision and realistic pragmatism; highly adept at devising new strategies, tools and services that provide superior results at minimal cost. He is an inspirational and collaborative leader with a talent for building successful, long-term relationships with customers, forging consensus between stakeholders with various priorities, and developing cohesive, high-performance teams ready to meet any challenge, Ron leads our team of subject matter experts focused on the delivery of Enterprise Asset Management (EAM) solutions required to solve the complex asset management challenges for our water, wastewater, stormwater, gas, electric and public works clients. He has significant Cityworks EAM implementation and system integration for utility customers throughout the United States. Select Project Experience 0 Cityworks Server PLL Implementation for New Asset Tracking, Spotsylvania County Department of Utilities, VA 0 Cityworks Server AMS and PLL Software Implementation, City of Fayetteville, NC • Cityworks Server PLL Implementation, Herndon, VA • Cityworks Server PLL Implementation, Auburn, AL • Cityworks Server PLL Implementation, Brookhaven, GA • Cityworks Server PLL Implementation, Tallahassee, FL Cityworks Server AMS and PLL Software Implementation, Winston-Salem, NC • Cityworks Server AMS Software Implementation, City of Naperville, IL • Cityworks Server AMS Software Implementation, Hamilton County, TN • Enterprise Work Management System, City of Alpharetta, GA • Cityworks EAMS, Department of Public Utilities, Auburn, AL • Cityworks EAMS, Lafayette Consolidated Government, LA • Cityworks Computerized Maintenance Management System, Department of Public Utilities, Richmond, VA • Cityworks EAMS Support, Department of Public Works and Environmental Services, Alexandria, VA 181 P a g e TIMMONS GROUP YOUR VISION ACHIFVFO THROUGH OURS, L.Al MA /-% 1pit ND ROCK TEXAS Software and Implementation Services for Community Development System City of Round Rock, TX Michael Edwards Project Manager, Timmons Group Education BA, Public and Urban Affairs, Virginia Tech, 2011 MS, Urban Regional Planning, Virginia Commonwealth University, 2013 Experience 8 Years Michaelis a Project Manager at Timmons Group with considerable experience in Cityworks consulting and enterprise system design gained through work with utilities, state and local governments and private industry. Michael began his career in urban planning where he quickly gained expertise in GIS systems, data collection and analysis. Michael now leads the successful implementation of Cityworks AMS and PLL for clients across the United States. Michael has also lead the successful integration of Cityworks with numerous 3rd party applications as well as data conversion from legacy asset management systems. Serving as our Product Manager for the Timmons Group Portal, our Mobile Inspection tool for Cityworks PLL and various Cityworks plugins, Michael is also capable of managing the development of complex tools that integrate seamlessly with Cityworks. Select Project Experience • Cityworks Server PLL Implementation for New Asset Tracking, Spotsylvania County Department of Utilities, VA 0 Cityworks Server PLL Implementation, Charleston Water, SC 0 Cityworks Server AMS and PLL Software Implementation, City of Fayetteville, NC 0 Cityworks Server AMS and PLL Software Implementation, Winston-Salem, NC 9 Cityworks PLL Implementation, St. Johns County, FL • Cityworks PLL Implementation, Brookhaven, GA • Cityworks PLL Implementation, Auburn, AL • Cityworks Server Implementation (PLL), Tallahassee, FL • Cityworks Server Implementation (AMS), Bartow County, GA • Cityworks Server Implementation (AMS), Lebanon, OH • Timmons Group PLL Portal, Product Development Manager • Cityworks@ Server AMS, Asset Management System Implementation, Garland, TX • Skagit County Cityworks Enterprise Asset Management System Implementation, Skagit County, WA • Milwaukie Cityworks Implementation, Milwaukie, OR • Cityworks Data Conversion, City of Herriman, UT • Cityworks Enterprise Asset Management System Implementation, Alpharetta, GA • Cityworks AMS Implementation, Goochland County, VA References • Spotsylvania County, VA I Erik Ray 1 (540) 898-2053 1 Eray@spotsylvania.va.us • City of Auburn I Chris Graff 1334.501.7260 1 cgraff@auburnalabama.org ..... . ...... . . ........ .. 19 1 P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS L__A1 MAL 1-% jr-ernND ROM TEUS Software and Implementation Services for Community Development System City of Round Rock, TX Kyle KOJa11 I Technical Lead / Business Analyst Education BS, Environmental Studies, Virginia Commonwealth University, 2015 Experience 4 Years Kyle is a GIS analyst at Timmons Group. He is experienced with data development, data analysis, GIS mapping, and project deliverable quality control based on defined parameters. He has extensive knowledge of Cityworks Server PLL and the Timmons Group PLL Portal. Kyle has experience conducting discovery workshops for both Cityworks implementations and integrations with other systems. He is also experienced in performing data migrations from legacy systems into Cityworks. In addition, Kyle has led training sessions and developed design documents for integrations and customizations to the Cityworks software. Kyle has worked closely with the Timmons Group PLL Portal on a number of projects and is well versed in the functionality and implementation process for the portal. Kyle is also a certified installer of the OnBase document management software and has worked on projects that integrate the OnBase Plan Review module with the Timmons Portal. Kyle has the extensive knowledge needed to fulfill the requests of any project and has shown to be a valuable asset to our Cityworks AMS and PLL implementation teams. Select Project Experience • Cityworks Server PLL Software Implementation, City of Winston-Salem, NC • Cityworks Server PLL Software Implementation, Auburn, AL • Cityworks Server PLL Software Implementation, Charleston Water, SC • Cityworks Server PLL Software Implementation, Brookhaven, GA • Cityworks Server PLL Software Implementation, Tallahassee, FL • Cityworks Server PLL Software Implementation, Escondido, CA • Cityworks Server PLL Software Implementation, Edmond, OK Ryan Torino I PLL Configuration Education BA, Geography, Virginia Tech, 2012 Experience 6 Years Ryan is an Asset Management/Community Development Analyst who has extensive experience working on various GIS projects across multiple levels of state and local government. His project experience includes Next -Generation 911 data maintenance for local governments, parcel data maintenance, stormwater/sewer data maintenance, road centerline maintenance, and right-of-way maintenance. During his time at Timmons Group, he has served in several staff - augmentation assignments at Chesterfield County and the Virginia Department of Transportation where he took the initiative to identify and implement business practices to more efficiently maintain various GIS datasets. Ryan is very proficient working with SQL, Crystal Reports, and ArcGIS, and having an extensive background in GIS, he uses this background to optimize the clients' utilization of Cityworks in conjunction with their GIS data. Ryan is a superb communicator, problem -solver, and always strives to ensure he meets the client's needs and expectations. Select Project Experience • Cityworks PLL Implementation, Charleston Water, SC • Cityworks PLL Implementation, Edmond, OK • Cityworks PLL Implementation, Toledo, OH • Cityworks AMS Implementation, Escondido, CA • Cityworks AMS Implementation, Public Works, City of Asheville, NC 20 1 P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS. L-Al MAIL /ROUND ROCK TEXAS Software and Implementation Services for Community Development System City of Round Rock, TX Patrick Wade I PLL Configuration Education MS, Geographic Science, James Madison University, 2018 Experience 3 Years Patrick has considerable experience working with GIS for a wide variety of projects involving field data collection, spatial analysis, and application development. He has used GIS to maintain and create large datasets for addressing, natural and municipal resources, parcels, sustainability projects, and a range of utility assets. Added to Timmons Asset Management team in 2019, Patrick has worked on a number of projects with clients, including Albemarle County Service Authority, Asheville Department of Public Works, City of Salem, Virginia, and West Valley City, Utah. He has assisted in the development and implementation of Cityworks AMS and PLL applications for clients and is experienced in creating solutions to meet or exceed client expectations. He has participated in weekly client and on -site meetings where he has communicated with and delivered results for clients. Patrick brings a strong background in GIS to the team and significant experience working with local and state governments, as well as a variety of other entities. He is very communicative, works hard to deliver exemplary and timely project results and updates, and has a passion for collaborating with a team, while serving the community through the work that he does. Select Project Experience 41 Cityworks PLL Implementation, Edmond, OK • Cityworks PLL Implementation, Toledo, OH 0 Cityworks AMS Implementation, Albemarle County Service Authority, VA* 0 Cityworks AMS Implementation, Salem, VA* 0 Cityworks AMS Implementation, Asheville, NC 0 Public Facing Portal for PLL, West Valley City, UT Ethan Reuse (Business Analyst Education BA, Geography, Virginia Tech, 2016 MS, GIS/Cartography, University of Wisconsin Madison, 2018 Experience 4 Years Ethan has excellent GIS technical analytical skills and has worked on GIS field data collection and validation projects for 911, electric power distribution, and water utility location. He has GIS data maintenance and update experience including: parcels. Structures, addressing, utilities, and natural resources. He is skilled in implementing Cityworks AMS/PLL server and has done so successfully for a handful of clients. He has also successfully performed on site training and workshops for the following clients: City of Asheville Department of Public Works, Spotsylvania County Department of Public Utilities, MidPeninsula Regional Open Space District, and the City of Madison, Wisconsin. Through these trainings he has developed training documentations and has developed bonds with the clients while being onsite. Select Project Experience • Cityworks PLL Implementation, Charleston Water, SC 0 Cityworks PLL Implementation, Edmond, OK • Cityworks PLL Implementation, Baltimore County, MD • Cityworks AMS Implementation, Albemarle County Service Authority, NC* • Cityworks Data Audit/Support, Spotsylvania County, VA* 21 1 P a g e 0 % TIMMONS GROUP YOUR VISION ACHIFVF0 THROUGH OURS L�Al MAL it -lop ND ROCK, TEXAS Software and Implementation Services for Community Development System City of Round Rock, TX River Stallings I Data Conversions / Integrations Education BS, Computer Information Systems, ITT Technical Institute, 2011 Experience 9 Years River is an Applications Developer and Product Manager at Timmons Group. He is experienced with full -stack software development including web, desktop, console, and mobile applications, server deployment, data analysis, data modelling, data management, unit testing, and database development. His skills and knowledge areas include C#, PHP, Ruby, JavaScript, JQuery, CSS 3, HTML 5, Bootstrap, Net, MVC, UX and Ul design, ESRI JavaScript API, Google Maps API, PublicStuff API, Cityworks API, and MSSQL and Oracle T-SQL and PL/SQL database scripting. He has worked on PLL and AMS Cityworks data integrations with the SCADA, PublicStuff, Quickbooks, Wonderware, Munis systems. He has successfully integrated the Timmons Group PLL Portal with several payment processing systems including Elavon, Strip, PayPal, InvoiceCloud, OpenEdge, ETS, Trust Commerce, and iPament. River is also responsible for the development, management, and enhancement of the Timmons Group PLL Portal. Select Project Experience • Cityworks-Timmons Group PLL Public Portal Design and Development, City of Tallahassee, FL Cityworks-Timmons Group PLL Public Portal Design and Development, City of Winston-Salem, NC Cityworks-Timmons Group PLL Public Portal Design and Development, West Valley City, UT Cityworks-Timmons Group PLL Public Portal Design and Development, O*Fallon, IL Zhiqiang Zhu I Data Conversions / Integrations Education BS, Computer Science, South China University of Technology, 2008 MS, Computer Science, Colorado State University, 2011 Experience 6 Years Zhiqiang is a GIS applications developer at Timmons Group. He has diverse background in design and coding development in GIS-based projects and as full -stack Net developer on desktop and web -based projects using hybrid programming languages (C#, JavaScript, T-SQL & PL/SQL) in Agile and Scrum / Kanban environment with TDD and SOLID as best practices. He communicates effectively with clients and product manager to prioritize deliverables. He is flexible in roles and always ready to help others to ultimately achieve team goals. Zhiqiang learns new technologies quickly to adapt new requirements while delivering quality work product on time. Select Project Experience 0 Savannah Cityworks AMS/PLL Implementation, Winston-Salem, NC, • Implementation of Cityworks Permits, Licensing and Land (PLL) software, Auburn, AL • Cityworks PLL Public Portal, Fayetteville, NC • Tallahassee PLL Portal Modifications, Tallahassee, FL 22 1 P a g e TIMMONS GROUP YOUR VISION ACHiFVFO THROUGH OURS L--Al MA ROUND ROCK, FEXAS Software and Implementation Services for Community Development System City of Round Rock, TX Dakota Talley I Data Conversions / Integrations Education BA, Geography, Virginia Tech, 2016 Experience 2 Years Dakota is a GIS Analyst in Timmons Group's Asset Management group. He has experience in GIS, cartography, and programming with a focus on systems integrations for local governments. He is proficient in the following programming languages: ArcGIS, Java, Python, and SQL. During his time at Timmons Group, Dakota has played a valuable asset to our team in the support of seamless implementations and integrations of asset management systems for our clients. Select Project Experience 0 City of Brookhaven PLL Implementation, Brookhaven, GA • Cityworks, PLL Implementation, Escondido, CA IS Cityworks PLL Implementation, St. John's County, FL • Cityworks PLL Implementation, Charleston Water, SC • DDOT Cityworks Business Process Redesign, Washington, DC • Madison Asset Management Implementation, Madison, WI • Renton Cityworks, AMS Parks Implement, Renton, WA • Albemarle County Service Authority, Cityworks, AMS Implementation, Albemarle County, VA • Bellingham Cityworks, AMS Implementation, Bellingham, WA • Napa Sanitation Cityworks AMS Implementation, Napa County, CA 23 P a g e TIMMONS GROUP YOUR VISION ACHIEVFO THROUGH OURS N D ;TEXAS Software and Implementation Services for Community Development System R� W City of Round Rock, TX PROJECT UNDERSTANDING AND APPROACH Timmons Group understands that the City of Round Rock (Round Rock) desires a proposal to provide a migration from your existing system (TracklT) to Cityworks PLL to support the Permitting, Development Review and Inspections processes that assure Round Rock adheres to local, state, and federal requirements and that citizens are protected from environmental or public safety hazards. The proposed software solution (Cityworks PLL) will increase the coordination between departments, will improve the accuracy and speed of the review of permit requests, provide support documentation for review decisions, and increase efficiencies in researching property history and ordinance violations for the City of Round Rock. Our Droaosed scone of services includes: Set up all permit types and workflows in Cit works PLL Yes ' Tasks 7, 8 & 9 Review workflows with City staff for final approval Yes Tasks 7, 8 & 10 Setup a fee schedule for all permit types, the vendor will be expected to Yes Tasks 7 & 8 establish fee calculations and GL account codes for each permit type Setup template letters to customers Yes Tasks 7 & 13 Set up invoice templates Yes Tasks 7, 81 9_ & 13 _ Provide training or opportunities to Cit staff Yes ----.____._. Task 14 Be onsite during the final go -live in order to quickly address any potential Yes ; Task 17_._.____ issues Provide after go -live support to resolve any potential conversion issues Yes Task 18 To meet these goals our approach will begin with the review of existing business processes so that the new technology supports best practice processes and operation improvements. By utilizing an iterative approach with an intuitive solution, Round Rock staff will be provided with the means to adopt best practices, streamline processes, manage costs and promote transparent access to permit and development management activity information. This effort will support Round Rock as it strives to provide an exceptional level of service to an increasingly technologically savvy and growing population. ten, of 5ngager� I Recor atal ,61 a Live le *1� 00 SYs' oar par tn the Rr R es Atli D sySt�m •`��l 241Page s TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS CAI IAL 1-% fROt1NDROCK r"AS Software and Implementation Services for Community Development System City of Round Rock, TX To facilitate these goals Round Rock needs to evaluate, purchase, and implement Cityworks PLL. Timmons Group has addressed the following functional areas in the sections below: • Land use -based record keeping including addressing, parcels and related zoning • Pre -development review including requests for building permits through the Plans Review Process, Preliminary Plats and Site Development Plans • Permit application processes, including but not limited to Building Permits, Electrical Permits, Plumbing Permits, Land Disturbance Activity Permits, Zoning Permits, etc. Cityworks PLL has the capacity to expand to include new permits and applications in the future. • Permit issuance and fees payments • Certificate of Occupancy and Certificate of Completion issuance and tracking • Contractor licenses • GL Code assignment/tracking • Report development and research capabilities for permit, inspection and applications • Code and Engineering TECHNICAL�..I1I.. .1 APP'RO. A C� 01.1 Timmons Group has developed a phased and collaborative project approach that will provide the best overall solution to The City of Round Rock (Round Rock). Our approach for each major Stage and Task is centered on three major program components: • Project Management • Core Software Configuration • Department (Functional Group) Specific Implementations & replacement/integration of/to various existing/future systems Successful implementation of Cityworks PLL as a core technology for Round Rock requires a thorough understanding of the individual processes and information management applications used throughout the organization. An appropriate level of planning and strategizing is required to ensure the end -users' needs are identified, understood, and designed for prior to implementation. In order to better demonstrate the implementation tasks to implement Cityworks PLL, and the Timmons Group PLL Portal, our implementation methodology is broken into 2 distinct phases as follows: • Phase I = Cityworks PLL implementation • Phase 2 = Timmons Group PLL Portal implementation As previously stated, the success or failure of Cityworks PLL implementations is most often not attributable to the technology components, but rather to managing the implementation of the software solution and the organization's ability/inability to effectively achieve the change associated with the implementation. We will partner with Round Rock in developing a strong body of users throughout the implementation process. The widespread adoption that is often anticipated by the project stakeholders during the planning and development of enterprise systems can quickly wane shortly after implementation if the change process is not effectively managed. The failure to adequately train and support new users is often a cause for immediate and permanent resistance to the adoption of the system. Incorporating a strong training and coaching program is an effective change management too/ and appropriate budget allocations should be made and adhered to throughout the system implementation and adoption life -cycles. In addition, Round Rock would be well -served by identifying and empowering staff responsible for the daily operations and administration of the system. This individual (or individuals) should have a broad understanding of the varied services each department provides, the technique in which services are delivered, and the manner of how Cityworks solution supports the delivery of each service. The responsibilities will also include the coordination of various support mechanisms available to each end user for the assistance in expanding the user's knowledge of not just their role within the community development program, but also in a broader context of the overall importance of the enterprise community development program to the organization. 25 1 P a g e TIMMONS GROUP YOUR VISION ACHIEVEO THROUGH OURS L-Al MA 1-% IrrUNDROCKYEMS Software and Implementation Services for Community Development System City of Round Rock, TX Preliminary Project Plan This project will be serviced via our resources located in our corporate headquarters in Richmond, VA; as well as various other offices across the United States. Round Rock is ready to begin implementation of Cityworks Server PLL to organize, manage and track its Permitting, Inspections, Licensing and Code Enforcement activities. Successful implementation of the Cityworks Server PLL solution as a core technology for Round Rock's Community Development System requires a thorough understanding of all the individual processes and business intelligence applications embraced throughout the organization. By utilizing Timmons Group's proven phased implementation approach we will be able to design a solution capable of delivering the desired functional goals, while providing the returns -on - investment upon which the project has been justified and its successes will be measured - All Project Team members selected for this engagement have recent significant experience in the planning, design, and implementation of multiple enterprise Cityworks projects of varying depths and complexities. However, our experience indicates that these competencies alone do not automatically translate into successful projects. Rather, the key to project success is the proper utilization of available resources within the framework of a well -managed project plan that completely addresses each of the following processes: • INITIATION — project authorizations and expectations • PLANNING — project definitions, objectives, deliverables, and analysis of alternatives • EXECUTION — coordination of resources, quality control, delivery of products and services • CONTROLLING — monitoring and measuring to identify variances and initiate corrective actions • CLOSING — acceptance of project results and deliverables With our Project Manager serving as the hub of our team, and the conduit of communications between our subject matter experts and the Round Rock Core Team, we propose to utilize the following management tools in order to programmatically and proactively manage the proposed project to a successful end. The following implementation and support functions will be addressed in the project plan with designations for each implementation/deployment phase recommended: 0 Project Plan ning/Execution 0 Communications Planning/Execution 0 lnfrastructure/Hardware/Environment Configuration and Build, if applicable 0 Business Review, GAP Analysis and Solution Recommendation 0 System/Application Configuration and Validation 0 Data Analysis, Design and Development 0 Customization/Interface Analysis, Design and Development 0 Testing (System, Performance and User Acceptance Testing) • Training and Documentation • Implementation • Operations, Maintenance and Support The Timmons Group approach to the Cityworks@ Server PLL implementation and configuration is to work interactively and iteratively with Round Rock, to identify and rank the workflows and interactively model the processes in PLL. Through this effort Round Rock staff, who are designated to manage and maintain PLL, will participate in the development process and learn the nuances of building the workflows, templates, and cases. A comprehensive training program that is focused on creation, maintenance, and administration of PLL using Round Rock specific workflows created in conjunction with Round Rock staff will be pursued. Our team has found this process to be cost effective and ensures our clients are comfortable in taking ownership of their PLL environment. At a minimum the configuration will include the following for the PLL implementation process: Planning and Zoning Site Plan Review 261 P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS CAI IAL 1-% OUN D ROCK Software and Implementation Services for Community Development System RTEXAS City of Round Rock, TX Fee Calculation Permits Building Plan Review Inspections GL Account Codes Contractor Licensing The implementation team will facilitate a series of onsite workshops with identified Cityworks, users for the purpose of establishing the necessary understanding of individual responsibilities, work processes, regulatory stressors, etc. We also understand that converting legacy data from the existing software product (TrackIT) will be necessary within our proposed scope of services. By gathering and analyzing the end user requirements, the implementation team will best prepare us to implement Round Rock's solution such that the individual user requirements are able to be met in the context of Round Rock's over -arching strategies. Our Approach to Project Management Timmons Group specializes in delivering community development solutions for our clients. We have accumulated years of experience and lessons -learned that has shaped our project management and implementation approach. Our project manager will be responsible for: • Facilitating meetings between the Timmons Group team and Round Rock's project stakeholders; • Preparing for, and conducting, all on -site and on-line meetings, • Reporting risks and impediments to the team as issues arise and maintaining a risk registry on our web -based project portal; • Maintaining the project work plan and project schedule; • Managing change; and • Monitoring and reporting project performance. Project Management Plan (PMP) The PMP integrates and consolidates all of the subsidiary management plans from the planning process, including: Scope management plan (including the change management process) Schedule management plan ('rict management 1,qn ZI r_1 Quality management plan Human resource plan Communications management plan Risk management plan TIMMONS GROUP Procurement management plan Overview ACWN Project baselines are established for Moiv " Waftoov Cty **is ARCS schedule, cost and scope. These baselines are combined into a performance measurement baseline against which integrated performance can be measured 5,,Z- piivc -w throughout project execution. Our Project Manager will develop and deliver a PMP 0 outlining the tasks, schedule, 60 del iverables/milestones, communication plan 1=���17A.Vd� and the associated resources (internal/external) necessary for the project to be successful. Gad,*% 0 &y.Yk i 6 , — I yet I.— , lc _'. � I .,­, I - Z �, � ;Y� 0 C, 1. 0 AM, = Project Tracking and Reporting Timmons Group will maintain procedures throughout the project for tracking and reporting progress. We will utilize the already established, dedicated, secure online project portal that provides centralized, on -demand access to project documents and status, that we are currently using for the Cityworks AMS Roadmap project. Our approach to project management is very "hands-on" and will support constant communication to minimize project risk, remove impediments to progress, and to ensure that we are delivering the best possible solution. 27 Page TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS. ND ROM MAS Software and Implementation Services for Community Development System City of Round Rock, TX Standard project management documents that will be posted to the project portal include: bi-weekly status reports (MS Word), current and past versions of the project work plan (MS Project), key project decision log, risk register and a task/action item log. At the end of each month we will provide Round Rock with a project status report that documents the activities performed during the previous month. At a minimum the report shall address the following: • Status of all tasks; • Planned work to be carried out in the ensuing month; • Problems (risks and impediments) encountered; • Mitigation actions taken to resolve problems; • Key decisions (technical and administrative); • Open action items; • Schedule update; • Financial update; and • Project performance measurements Questions and Issue Tracking Timmons Group recognizes that communication between Round Rock and our project team must follow a standard flow, if the project is to succeed. We will assume the primary role of controlling communication between our project team members as well as Round Rock employees. Should issues arise during the course of the project, we will log and track issues and key decisions (administrative and technical), questions, and action items in order to ensure that the decisions made during the communications are appropriate and that all resolutions are documented. The project tracking log will be maintained on the project portal. The goals of Timmons Group's communication plan are to ensure that the project objectives are clearly articulated and met, that tasks are completed on schedule, issues are identified and promptly resolved, and that project status is continuously communicated to Round Rock core team. The communication plan addresses the primary aspects of project communication, including: 0 What is being communicated 0 To whom it is to be communicated 0 How it is to be communicated (e.g. In -person, e-mail, call, etc.) 0 When it is to be communicated Timmons Group will employ a proactive approach to project communication, consisting of the components more fully defined below, to ensure the proper and efficient utilization of resources and the timely delivery of products and services within the framework of the project Scope of Work. Scope Management Plan Understanding that issues will arise during the project that may require changes to the agreed -upon scope of work, a proactive method of identification and management of these issues must be utilized. Timmons Group uses a Change Control Process that is illustrated in the following process flow diagram: Final project costs are established through the development of a detailed Scope of Work — one that establishes what products and services will be delivered as well as those that will not be provided as part of the established fee. A level of open and honest communication among all stakeholders is required such that system functionality can be balanced with available funding, and appropriate and reasonable expectations set. Once these elements have been addressed, cost control becomes a multi -tiered effort involving effective project management, clear communication among stakeholders (especially the Project Managers), schedule management, and quality control. To protect both parties, client and consultant, a Change Control Process must be developed and adhered to throughout all phases of the project. Any modifications or deviations from the agreed upon Scope of Work, including system functionality, service delivery, technical documentation, or project schedule or budget will be subject to Change Control procedures: Any project team member may initiate a Change Request whenever there is a perceived need for a change that will affect the desired or anticipated outcome of the work or any element of the project. The project team member should use a Change Control Notice (CCN) form as appropriate for the change: 1 . Agreement to a Change Request signifies agreement to a change in overall costs, functionality, time scales, or other identified project impact. 2. Changes will be identified and communicated by / to the respective Project Managers by any of the prescribed communication channels. Change Requests may be introduced via verbal conversation or other form of communication but must be supported by the appropriate CCN document. 281 P a g e TIMMONS GROUP YOUR VISION ACHIFVF0 THROUGH OURS L-Al IILAL IA ROUND RCXX VEXAS pposi MINUAN PWMV;i+ 3. All CCN's will be signed by both the Timmons Group and Round Rock Project Managers to indicate acceptance of the changes. 4, All project participants should understand that time is of the essence when initiating, reviewing, negotiating, and approving Change Requests, as any delays to work in progress caused by a CCN may impact the overall project schedule. Software and Implementation Services for Community Development System City of Round Rock, TX The CCN template proposed for this project is presented on the following page. A complete library of CCN documents will be developed and archived for team reference as the project progresses. Schedule Mar-iagetrient Plan Timmons Group utilizes Microsoft Project to track all tasks, milestones and dependencies of our enterprise asset management projects. The change control process is the same as the process outlined in Scope Management Plan, The schedule is reviewed at project progress meetings and any changes are agreed upon by the project team (which includes Round Rock stakeholders). Risk Management Risk Management is managed via project progress meeting and communicated via a shared document that identifies the risk, color codes the risk based upon several criteria and specifies a mitigation strategy. progress report that will be provided to the project upon an agreed The Risk Register is included within the project upon interval. Our Approach to Quality Corittoi Quality Control on a Timmons Group Cityworks implementation project is on -going throughout the life of the project. In addition to formal items such as a Project Management Plan, Testing Plan and an Acceptance Plan and Acceptance Certification, we employ several quality control measures throughout the life of the project. We have assigned a Project Director to this project. In this role the Project Director will act as the Senior Technical Reviewer for all project deliverables. Specific quality control procedures include internal review meeting between the Project Director and the project team as well as a formal change control process to deal with project changes. Timmons Group has clear and defined roles for the Quality Control responsibilities of all staff members. Because all staff levels of the project team are involved in delivering quality service to our clients, each employee is given the necessary training and orientation to perform a specific task. Prior to being assigned to a specific Quality Control responsibility, staff members must meet minimum qualifications and must be approved by the Principal in Charge. Timmons Group has an established program for % 291 P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS L—Al IAL /-% J'e�tN D RtOCK,rms Software and Implementation Services for Community Development System City of Round Rock, TX project Quality Contol that is incorporated into our contract management process. Our primary means of building quality into every phase of each project is through the use of assigned senior technical reviewers (STR) and periodic CAA reviews at the program level. Our reputation is built on the execution of existing work and products. Timmons Group has an excellent track record of providing high -quality services to public agencies, as demonstrated by our strong past performance ratings. The goal of this phase is to develop an initial Project Management Plan (PMP) document, and to accomplish the initial data gathering prior to the r kickoff meeting. This task primes the pump„ for the kickoff and configuration workshops and ensures there will be no IT related bottlenecks related to Project Report ._Pr6Kt Name yolk Mltenf Number _Pr6,_4ct Report Name'. Repor- Date --Me—porl AuiFbi�. ReDort DistfibuF,6n: hardware or software purchases. 0 1 F-rpe-ariv1055 Mary - Our team utilizes a formal Project Management Plan (PMP) process for documenting, tracking and communicating the key elements of a project, which include: Project scope, schedule, work plan (including staff, stakeholders and other resources), budget, communication plan, definition of project goals and critical success factors, definition of team member roles and responsibilities, project assumptions, change management and risk management. The purpose of the PMP is to ensure that the project objectives are clearly articulated and met, that tasks are completed on schedule, issues are identified and resolved promptly, and that project status is, continuously communicated to project team members. Our Project Manager will draft a PMP for an initial review by Round Rock's Project Manager and other staff during the kickoff meeting. Communication Management The goals of Timmons Group's communication plan are to ensure that the project objectives are clearly articulated and met, that tasks are completed on schedule, issues are identified and promptly resolved, and that project status is continuously communicated to Round Rock core team. The communication plan add?4,4 +k + -F f resses Z;Z3Z>Z;0 U primary I icily cqaplz;�, ka project communication, including: 0 What is being communicated 0 To whom it is to be communicated 0 How it is to be communicated (e.g. In -person, e-maii, call, etc.) 0 When it is to be communicated ablo 7re ROJITO -W 34C.-nd-KiWalon Statue # Risk Putionty Control Measures Status ModeMe Timmons Group will employ a proactive approach to project communication, consisting of the components more fully defined below, to ensure the proper and efficient utilization of resources and the timely delivery of products and services within the framework of the project Scope of Work. Bi-Weekly Status Call and Minutes — Timmons Groups Project Manager will prepare an agenda for and conduct a bi- weekly status call related to the specific work -in -progress of the project team. The Project Manager shall record and report via meeting notes the results and action items required. Bi-Weekly Status Calls can be regularly scheduled. Bi-weekly Status Reports — Timmons Groups Project Manager will prepare monthly status reports using the template presented on the following page. Every other (roughly) bi-weekly status report shall be delivered to the Round Rock core team with each, month's invoice. Bi-weekly status reports will also be archived online for additional, on -demand access. Monthly Status Reports are due within the fourth full week of the month, prior to the bi-weekly status call. % TIMMONS GROUP YOUR VISION ACHIFVFO TkROUGH OURS L-Al MA 1-% �ROt1NDROCKIEMS Software and Implementation Services for Community Development System 't City of Round Rock, TX Ad -Hoc Meetings — As is required throughout the duration of the project, additional meetings may be called by either Project Manager to address personnel, scheduling, technical, or other project issues. These meetings will typically be held via teleconference. Project team members will participate in these meetings as necessary. The Timmons Group Project Manager will document the meetings and distribute a summary to all project team members via email. The dates for project calls, meeting and reports will also be maintained on the project calendar, which will be available online for easy, on -demand access. Task 1: Project Management All Project Team members selected for this engagement have recent significant experience in the planning, design, and implementation of multiple Cityworks AMS and PLL projects of varying depths and complexities. However, our experience indicates that these competencies alone do not automatically translate into successful projects. Rather, the key to project success is the proper utilization of available resources within the framework of a well -managed project plan that completely addresses each of the following processes: • INITIATION — project authorizations and expectations • PLANNING — project definitions, objectives, deliverables, assumptions, and analysis of alternatives • EXECUTION — coordination of resources, quality control, delivery of products and services • CONTROLLING — monitoring and measuring to identify variances and initiate corrective actions • CLOSING — acceptance of project results and deliverables With our Program Director and Project Manager serving as the hub of our team, and the conduit of communications between our subject matter experts, third party vendors and Round Rock stakeholders, we propose to utilize the following management tools in order to programmatically and proactively manage the proposed engagement to a successful end. Timmons Group will provide the following Project Management services throughout the duration of the Contract: • Review, analyze, and consult upon Round Rock current business processes communicated by staff. • Develop, in cooperation with Round Rock Project Manager, a Project Plan, Communication Plan (within Project Plan) and Schedule 0 Proactively manage and update the Project Plan, Communication Plan (within Project Plan) and Schedule, as required, throughout the duration of the Project. The Project Plan, Communication Plan (within Project Plan) and Schedule modifications will be facilitated upon common agreement between Round Rock and Timmons Group in accordance with the Change Control Notice process. III Coordinate project events with Round Rock Project Manager and Timmons Group Team members • Author, edit, review, and distribute project documentation and technical reports, as required • Facilitate in -process review meetings with Round Rock Project Manager and end -users as scheduled, and appropriate, throughout the duration of the project • Anticipate problem areas and propose and facilitate solutions (i.e. risk management) Round Rock Responsibility — Round Rock project manager/team will review the Project Management Plan and ensure it meets Round Rock's requirements. The Round Rock project team is typically comprised of the following roles: • Round Rock Project Manager • Code Enforcement Officer • Planner or the Planning & Zoning Coordinator • Building Inspector • Permit Technician • Business Licensing Clerk • GIS Analyst Deliverables — Project Management Plan that will be managed over the life of the project. Assumptions — Round Rock will review all documentation in a timely manner. Task 2: Project Kick-off Meeting Project team members and participating Round Rock staff will participate in a Project Kickoff Meeting to be held for the purpose of introducing the project participants, to establish the roles and responsibilities of all Project Participants, 31 1 P a g e % TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS L.Al MAIL /-% ROUN D KO(K, If, X AS Software and Implementation Services for Community Development System City of Round Rock, TX validate Round Rock goals and objectives, establish the lines of communication to be employed throughout the duration of the project, and to answer any questions Round Rock staff may have, Round Rock Responsibility —Round Rock stakeholders will attend the project kickoff meeting. Deliverables — Project presentation and meeting minutes. Assumptions — Round Rock will provide a conference room appropriately sized for the number of participants. Task 3: ITIGIS Systems Workshop Our configuration team will meet with the Round Rock project management and IT staff to discuss and define the hardware and technical requirements for the Cityworks PLL implementation that may go beyond what we already understand based upon previous conversations with your staff. We understand that the PLL software will likely be installed in and operate on the existing Cityworks AIMS platform hardware. During this meeting various system architectures and minimum requirements will be explored to find the best fit for Round Rock. The goal is to ensure hardware is in place prior to initial software configuration. If during this process it is determined that additional server resources are necessary Timmons Group can work with Round Rock to procure this hardware or to explore various hosting options. We are comfortable with either deployment strategy, Our Team will document the Core System Design Plan components (hardware & software) required to support the Cityworks PLL implementation. If deficiencies exist, we will provide an outline of recommended upgrades, configuration changes or other technical adjustments. The Core System Plan is developed in preparation for the configuration and implementation of the Cityworks PLL System. This plan will include the following- • Review of current Cityworks AIMS test and production platform including to see how/if PLL will work within the same environment: Utilization Performance Architecture Servers Database Software • Network Requirements • Hardware Requirements • Peripheral Requirements • Software Applications • GIS data in support of Cityworks PLL Round Rock Responsibilities - Round Rock is responsible to have IT & GIS staff present for the IT System meeting that are knowledgeable on the current Round Rock infrastructure and any planned modifications during the life of the project. Deliverables — Core System plan for Hardware, Software, network configuration and GIS requirements for Cityworks PLL. Report detailing the existing technical test and production environments including any recommended upgrades or enhancements or licenses required to test or deploy Cityworks Server PLL. Assumptions — Round Rock will purchase the Cityworks ®R Server PLL software. Round Rock will review all documentation in a timely manner. Task 4: Data Gathering The goal of this task is to meet with Round Rock departments and gather critical information that will be later loaded into the PLL environment. Data that will be gathered includes: 41 Identify Database and Domain Administrators • Identify PLL Administrator • Identify PLL Users • Select PLL Login Security Model • Define ArcGIS Services • Identify Email Settings for PLL • Identify Contractors • Permit Application Forms • Reports and Printed Forms (permit cards, certificates of occupancy, violation notices, etc.) * * * 0, 321 P a g e * % TIMMONS GROUP YOUR VISION ACHIFVFD THROUGH OURS L-Al 11LAL /-% tRO'U.N.D ROCK. TEX&S Software and Implementation Services for Community Development System City of Round Rock, TX • Code Violation List • Building Corrections List • Frequent Applicants Round Rock Responsibility — Round Rock staff will be available to assist with obtaining all information identified during the data gathering process. Deliverables • Systems Configuration Document (details which servers will be utilized by Cityworks and what software and the versions that will be installed on each server along with GIS services to be utilized for the Cityworks map) • Round Rock to provide a PLL user list along with employee details (login name, email address, title, and department/division) • Round Rock to provide list of contractors • Round Rock to provide a list of Code Violations Assumptions • Esri ArcGIS Server installed and configured • Necessary hardware and ancillary software available T,:-i sk 5: Install Cityworks Server PLL Our configuration team will work with Round Rock IT staff to configure the Cityworks PLL software at Round Rock's facilities into a development environment. Our configuration team will work directly with Round Rock's Project Manager to verify that all core system components (servers, clients, RDBMS, networking devices, and supporting software programs) are installed and appropriately configured. Our configuration staff will be assisted remotely to facilitate Cityworks software installation, set-up, and configuration. Round Rock Responsibility — Software and hardware for Cityworks installation and configuration. Software should already be setup from prior Cityworks AMS project, so task will be on running scripts for PLL configuration. Deliverables — Cityworks PLL installed in a development environment. Assumptions — Round Rock IT will ensure that software, hardware, and network connectivity meets Cityworks implementation specifications and specified in the Core System Design Plan. Round Rock IT staff will be available to assist our configuration team during Cityworks installation. Task 6: Identify, Prioritize, Define, Workflow, Report, & Data Migration The goal of this task is to identify and prioritize the permit types and workflows based on complexity, commonality, and impact on Round Rock. • Workshop to identify and prioritize workflows & reports • Receive and understand existing fee schedules and GL account codes for each permit type • Introduction to PLL and security roles • Receive existing letters and invoice templates Round Rock Responsibility — Key Round Rock staff will participate in the requirements definition and workshops. Deliverables • Prioritize list of Round Rock Workflows based on Department • Workflow documentation (existing) Assumptions 41 Documentation on workflows will be provided prior to system design • Samples of reports will be provided by Round Rock • Necessary Round Rock staff will attend and participate in meetings and workshops • Round Rock will provide documentation on fee schedules • Round Rock will provide documentation on existing GL account codes • Round Rock will provide documentation on existing letters to applicants & invoice templates 33 Page % TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS [__A1 MAL /:WND Z ROM fLXM Software and Implementation Services for Community Development System J�rx P"09"M City of Round Rock, TX Task 7: PLL Workflow Workshops Our configuration team will conduct two separate three-day in duration workshops to begin the process of documenting the details of each case identified to be built in PLL. The workshops act as a discovery process to identify all of the components that are required to configure each case in PLL. Workshops sessions are typically broken down by division or workgroup to discuss cases handled by each group. Sometimes a representative from each division may need to be present for cases that have workflow tasks that span multiple workgroups. Each workshop session begins with a brief software demonstration of Cityworks Server PLL to help familiarize participants with the core components and functionality of the software. The demonstration will give the workshop attendees an opportunity to review and understand the software, potential impacts and changes in their daily business processes, and the purpose of adopting these tool sets. It has been our experience that successful adoption of Cityworks is increased through repeated exposure of the software during the workshops. During the workshops our configuration team will analyze the various technological, operational, and organizational elements of City's business for the purpose of ensuring the planned Cityworks implementation and expected system integrations are capable of delivering the feature -rich data needed to support the numerous complex operations and activities undertaken by the various departments. In support of these efforts, our configuration team will analyze with Round Rock the following critical elements: • workflows & Tasks — Identify the current tasks and decisions that are involved with the workflow for each PLL case. The implementation team will identify points of possible improvement in existing workflows and discuss how current business processes may change or be modified to fit within the Cityworks application. The workflow review will identify each task within the workflow, all of the possible outcomes for each task, and the party responsible for completing tasks. Task results can trigger changes in case status, dictate path that the workflow follows, and send email notifications. • Data Requirements — Review of the current application forms, requirements for submittal, checklists, violation lists, contractor lists, and other data that needs to be tracked and recorded as part of a case. Existing documents are reviewed on -site, and the configuration team will discuss with Round Rock how various items will fit into the Cityworks system. This will help give Round Rock some insight on what their data will look like in Cityworks. • Fee Calculations — Identify the fees associated with each case and the information used to calculate the fees. The fee schedule is reviewed to ensure both parties understand all fees involved and how they are calculated and when they are assessed. This includes fees for application submittal, permits, and violations. • Reports/Printing/Notifications — Reports, printing needs, and notification requirements are identified and documented during the review of the case workflows. The system will be configured to meet reporting requirements. Items like permit cards, notification letters, and notice of violations are also documented as these items will need to be developed as custom Crystal Reports that can be printed. Email notifications are also identified to be included in the configuration. Systems and Applications — Information technology and process automation tools currently deployed and maintained by Round Rock should be investigated and analyzed in terms of their ability to support the increased network traffic, data loads, and application maintenance requirements introduced by the planned Cityworks program. Additionally, existing business applications such as network modeling, mobile computing, customer relationship management, etc., should be investigated to determine the best manner by which to integrate with the planned Cityworks system. • Data — Existing data sets (spatial and tabular) maintained for the purpose of supporting the daily operation and maintenance of the departments and their associated processes must be inventoried and analyzed for the purpose of supporting the development of any required data conversion/migration/development plans. • Best Practices — Established permitting and code enforcement best practices, as they relate to Round Rock's current operational mandates, contrasted with where the various departments currently fall within the spectrum, should be established and benchmarked for the purpose of establishing the required system implementation path needed to guide Round Rock to its ultimate Cityworks deployment and adoption goals and objectives. 34 P a g e 0 TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS, ROUND Rom rExAs '.9 - Software and Implementation Services for Community Development System City of Round Rock, TX These core elements are the major components that will provide our configuration team and Round Rock an understanding of the needs and challenges the departments will face as they move to implement Cityworks. The initial business process analysis provides our configuration team with a detailed look into the everyday processes marshaled by Round Rock staff. A primary objective of this task is for our configuration team to review and understand how the Round Rock conducts business and manages its processes. The ultimate goal is to provide knowledge to support and enable our configuration team to properly address the technological impacts of the system deployment and Round Rock to understand the technological impacts and the non- technological impacts related to business processes and workflows. This is an iterative process so for every workshop there will be a review and modifications made as identified in the project plan. Round Rock Responsibility — Aid Timmons Group configuration team's Project Manager in developing a comprehensive agenda based on department and key staff. Participate in workshops and review SD&C Plan drafts. Provide data and discuss workflows identified in the workshops. Deliverables — Workshop meeting minutes, workflow models, and high-level integration/interface document that are all part of the PLL SD&C Plan. Assumptions — Round Rock will provide a conference room appropriately sized for the number of participants. Critical Round Rock staff will attend workshops and defined by the configuration workshop agenda. Task 8: System Design and Configuration (SD&C) Plan Once all of the required information about the PLL case data and workflows are gathered and analyzed our configuration team will work together to analyze and document the current status of the primary components of the business process. The SD&C will also fully define the integration of various systems identified and Cityworks PLL. Specifically, these components will be analyzed: • Case Data and Workflows and Fees — This is the core of the PLL system. During the workshops detailed information will be documented that includes workflows, fees, case data, users, contracts, etc. • Enterprise Interface/Integrations — Define possible high-level interface/integration requirements and model within Visio for interface/integration with Round Rock's enterprise systems. This needs to be done at this level so that the configuration of PLL is done with the possibility to these future integrations. Without doing this at this stage, possible re -work of workflows may be necessitated with future integrations. During the PLL configuration workshops, our implementation team will develop the workflows of the new system with the workshop participants. The recommended changes will strive to enhance the efficiency of required tasks and follow industry best practices, as well as to enhance the satisfaction of the citizens/businesses being served. The resulting Software Design and Configuration plan will be the floor plan for the configuration of PLL and will document the "to -be workflows. Round Rock Responsibility — Review of SD&C Plan drafts within five (5) business days. Deliverables —SD&C Plan drafts. Assumptions — Round Rock will review all documentation in a timely manner. Task 9: Cityworks PLL Database Configuration The configuration team will take the information gathered and documented and configure the Cityworks database. This task will take place within the development environment. The configuration of Cityworks will be based on the Cityworks Configuration Document and the SD&C Plan developed from the onsite workshops. Services for this task will include, but are not limited to: Users/Employees Case Templates Status Codes Checklists Fee Setup Departments/Divisions Case Types/Subtypes Tasks[Workfiows Case Data Violations Library TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS 351 P a g e L—Al MA 1-% ROM TEW Software and Implementation Services for Community Development System MIRIPM MUM plkawwn City of Pn"nrl Pnt-k TX Conditions Flags Contractors People GIL Codes Permit letters/tem plates Round Rock Responsibility — Round Rock will continue to review and comment on Cityworks environment. Deliverables — Updated Cityworks Configuration Document and SD&C Plan. Assumptions — Cityworks configuration will implemented in the current Round Rock environment. Key Round Rock staff will have full access to this environment for training and review. Task 10: Configuration Review Meetings The configuration team will conduct multiple (to be scheduled) in person and webinar review workshops of the Cityworks configuration to gather feedback from Round Rock departments. Review workshops will cover the admin configuration, workflows, fees, and integrations. Round Rock Responsibility — Attend configuration review meetings. Deliverables — Configuration meeting minutes and updated Cityworks Configuration Document and SD&C Plan. Assumptions — Round Rock will ensure attendance by staff and provide review comments in a timely manner. Task 11: Integrations The concept of the enterprise system is to create interface points for systems to share appropriate information with other systems. Our team has extensive experience configuring software and systems leveraging Cityworks API's that include Service Request, Work Order, PLL API, Inspections and Metrics, Cityworks SDK, and existing interfaces for billing systems, and financial systems as well as others. We understand Round Rock requires the following integrations: • GIS — Including: ESRI (inherent, occurs "out of the box • Tyler MUNIS (City's ERP) • Faster — Fleet Management • SharePoint — electronic document management The core Cityworks software configuration effort must have integration points established. This can occur previous to, or during the actual integration effort itself. Timmons Group has developed and utilized a Modified Agile methodology to successfully implement many heterogeneous systems integrations/interfaces. Our methodology is comprised of five (5) primary steps. These steps are a result of our experience with business systems integration and help to ensure a smooth and reliable project lifecycle and production outcome. The steps include Planning, Build, Training, Production Deployment, and Post -Production System Review. These steps ensure that we include everyone and every system of record in the development of detailed requirements for the design of the interface(s). Once the interfaces are developed, a rigorous testing plan will be executed. Upon successful completion of this User Acceptance Testing (UAT), the interfaces are ready for deployment. However, prior to the final production deployment, user training is performed for those impacted directly by the project. • Planning — Our planning is comprised of a workshop(s) where we engage our clients and iteratively work through the reasons for the integration, what data needs to flow back and forth (or sometimes in one direction), and how best from a technical perspective of how to achieve this integration (developing requirements). We will then 36 Page 40 TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS Lm—Al 11U1L Im% A Authentication Bookmark Case Asset Case Child Object Equipment Cost Event Layers Fee Setup General GIS Search Holiday In Box Material The following APIs are available for the orks platfornn: Citizen Enaaaement Metrics Document Management Service Request Work Order, Basic Work Order Template Work Order, Extendei .. ............. . .... ...... . . ........ -- ............ .............. . .. ........... .... ... .- .............. 371Pa A&Z TIMMONS GROUP YOUR VISION ACHIFVFD THROUGH OURS 1--A1 11LJ11 1-% jPZ)UND ROZCK TEW Software and Implementation Services for Community Development System m�oimRPW City of Round Rock, TX A Software Development Kit (SDK) is also available to download and install. It contains some sample DLLS to use to make coding easier if developing in NET. The JSON web services do not support Windows Authentication. A second site, running Forms Authentication, can be used for the web services if Windows Authentication also needs to run for the main Server site. Round Rock Responsibility — Attend workflow definition meetings and review workflow diagram and application design document. Deliverables — Workflow Diagram and Application Design Document Assumptions — Round Rock will provide a conference room appropriately sized for the number of participants and review all documentation in a timely manner. Scope notes for integrations: 1 Tyler MUNIS — integration will be Fixed Fee per proposal costs. Integration to achieve movement of financial information collected within Cityworks moved to MUNIS and/or from MUNIS to Cityworks (GL code data only). 2) Faster - integration will be Fixed Fee per proposal costs. Integration to achieve movement of financial information collected within Cityworks moved to Faster and/or from Faster to Cityworks 3) SharePoint — integration will be based on time & Materials with a Not to Exceed fee of $15,000. Task 12: Data Migration/Conversion One of the key objectives of Round Rock is to migrate legacy TracklT data, to Cityworks PLL. It is our recommendation that we work with Round Rock to explore the value gained by doing the data conversion vs. the cost and effort required to do so. Round Rock has existing systems in place to access this data, we will work with Round Rock to determine if: a) This data is accessed regularly enough to merit the costs of a migration b) Will having access to the data via the legacy system remain a viable option Upon completing this analysis if it is determined that the data migration should indeed occur, we will work with Round Rock to develop a process to ensure the migration is complete. Inherent to that process is establishing a strategy to deal with the data that is being managed in what will become a legacy system. This task specifically addresses the datasets and systems that are slated for conversion into the proposed Cityworks solution. Data Migration Approach The legacy datasets and systems targeted for conversion possibly span multiple database schemas, database versions and even database formats, which implies that each will be handled in a unique way. While this is true in many ways, the fundamental approach to successfully migrating data from one system to the other is, in fact, the same. Coordination As is evident by this proposal, the migration effort is just one facet of the system implementation and cannot be undertaken independently. The foundation of the proposed Cityworks solution needs to be in place in order for the data migration to be performed, but even then, the conversion may drive specific configuration items and changes. Coordination and communication between the project team members will be an ongoing element of the conversion process that starts with project kickoff and terminates with a successful migration of all data into the production environment. Orientation Workshop The conversion process of each legacy system will include a workshop wherein the proposed project team will meet with appropriate Round Rock staff to review the specific implementations. The discussions will allow the project team to gain an understanding of how the applications are being used, what data has been recorded. At the same time, details associated with the data required as part of the conversion process will be reviewed, documented and approved. During the workshops, the project team will also initiate the process of gaining access to the underlying database and will work with Round Rock staff to gather any available documentation (i.e., system specifications, entity relationship diagrams, etc.) specific to the software and specific versions being reviewed. This information will help to streamline the subsequent navigation and interpretation that will be necessary to perform the migration. Database Schema Crosswaik Perhaps the most critical task in a data conversion effort is performing a crosswalk of the source and target schemas to identify and document how various objects between the two systems are related, resulting in a documented "data map" that will guide the migration process. 381 P a g e 0 % TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS t__A1 MA 1-% 'rROUNDRUCV,1UAS Software and Implementation Services for Community Development System City of Round Rock, TX While some of the source systems are well known commercial software packages, the software companies do not typically make database diagrams and workflows publicly available. Data structure even within commercial systems can vary across versions and, more importantly, each implementation can be setup differently based on workflow or data requirements. More data and custom solutions may have an even wider range or completely unknown schema. As such, the discussions and documentation resulting from the workshops will be critical to the completion of a highly detailed system crosswalk. Throughout the process, additional Round Rock input or clarification may be solicited as needed and is vital to ensuring that the resulting data mapping will reflect an accurate foundation for all subsequent activities. Source Database Schema Crosswalk Documentation Extract, Transform & Load * FME/ESRI Data Interoperability * SQL Target Schema Field 1 F, Table' Field 1. F' Ta b I e` field 1 ield C V1 (D M (D User Acceptance Translation Scripting Following the schema crosswalks, the project team will develop a series of processes to facilitate the actual migration of the source system data into Cityworks. Depending on the complexity and volume of the source data, the process may be a mix of manual and a scripted solution but will be established in a manner to ensure repeatability. The scripted solutions will be tailored to each specific data conversion effort and may range from native SQL Server scripts to third party migration tools but will ultimately follow a pattern referred to as extract, transform and load (ETL). The ETL approach is common within the GIS industry, but applies much more generically to moving data between systems. The ETL process will be designed as a one-time process that will result in data migrated into a development Cityworks database. NOTE: (1) The project team will be performing a data translation but will not be completing any data generation as part of this process. (2) While the scripts are being developed and data is being translated into development.. Round Rock departments can use the source systems as always. At the time the data is ready for production conversion, the source systems will need to be taken offline or transitioned into a read only state. Multi -Staged Execution Once the scripts are developed, the project team will test our methodology through a 3-stage process. This process is designed so that after the first data migration run (Draft) we will meet with Round Rock to review the data, note issues and errors, edit our scrips and process, and then repeat the process. The 3 stages will be: 1) Draft Data Migration 2) Pre -Final Data Migration 3) Final Data Migration Although the details underlying each conversion may vary substantially, automation is assumed based on the volume indicated by Round Rock within the RFP. As part of the process, the project team will be analyzing and. evaluating the output to identify potential anomalies that are not sufficiently systematic to be detected or trapped by the scripts. The approach to addressing those anomalies will be documented and discussed with Round Rock. 39 1 P a g e • 0% TIMMONS GROUP YOUR VISION ACHIFVF0 THROUGH OURS L—Al 11LAL RN D ROCK rms Software and Implementation Services for Community Development System KNOW City of Round Rock, TX Validation & Quality Control With the conversion process completed against a subset of the data, the project team will perform a series of validation and quality control processes to verify a successful migration. This task will largely focus on back -end analytics that compare data in both the source and target systems but will also consist of front-end testing prior to release to Round Rock for testing. Results from this quality control process will be documented and shared with Round Rock. Acceptance Testing In contrast with the validation and quality control phase, which is based on a review by the project team, the acceptance testing phase offers Round Rock staff the opportunity to review the data within the context of the proposed Cityworks system in contrast with the information contained in the source systems. The acceptance testing places more emphasis on the front-end testing, wherein users will interact with, interrogate, and visualize data through the Cityworks interface. Feedback will be incorporated into a revision process that will guide modifications to the scripts and processes that initially drove the conversion. Upon completion of the testing process and acceptance by Round Rock, the project team will prepare for the production conversion, which will coincide with the release of the proposed system and the retirement of the legacy solutions. Production Conversion The production conversion effort will encompass the migration of the full data sets from each of the source systems into Cityworks. The processes established through the crosswalk and encapsulated in the refined translation scripts will be executed as part of the production release management process. The conversion team will coordinate with the Round Rock to transition the source systems into a static state to ensure that no further data entry occurs that could result in data loss. The automated aspects of the conversion will be applied followed by any documented manual processes that are required to address data anomalies. The production conversion will wrap-up with a coordinated, but truncated, validation sufficient to verify a successful data migration. Based on the preceding step -wise approach with multiple points of quality control and an ongoing feedback loop, the final conversion process is anticipated to adhere to the expectations of the project team and Round Rock and will result in a more consolidated system with centralized access to a wealth of historic information. Round Rock Responsibility — Gather information for data migration requirements (8-16 FTE Hours). Additional meetings as required (approximately 16 FTE Hours per participant). Deliverables — Orientation Workshop, Database Crosswalk Schema Document/Data Conversion Plan & Migrated Data Assumptions — Existing data is attached or references a uniquely identified asset, this can be referenced to a unique asset within GIS. Round Rock will provide a conference room appropriately sized for the number of participants and review all documentation in a timely manner. Task 13: Migrate the Cityworks PLL Environment Our configuration team will work with Round Rock IT staff to configure the Cityworks PLL software at Round Rock's facilities and migrate the Cityworks configuration from the development environment to the test environment. Our configuration team will work directly with Round Rock's Project Manager to verify that all core system components (servers, clients, RDBMS, networking devices, and supporting software programs) are installed and appropriately configured. Our configuration staff will be onsite to facilitate Cityworks software installation, set-up, and configuration. Round Rock Responsibility — Software and hardware for Cityworks installation and configuration. Software should already be setup from prior AMS project, so task will be on running scripts for PLL configuration. Deliverables — Cityworks configuration files migrated from the Timmons Group cloud (test) environment. Assumptions — Round Rock IT will ensure that software, hardware, and network connectivity meets Cityworks implementation specifications and specified in the Core System Design Plan. Round Rock IT staff will be available to assist our configuration team during Cityworks installation. Task 14: Develop Testing and Acceptance Plan The configuration team will work with Round Rock to develop and administer a Testing and Acceptance Plan. Testing and Acceptance Plan objectives shall remain consistent with the application functionality detailed in the System Design and Configuration Plan (consisting of the workflows laid out during the configuration workshops). The Testing and Acceptance 40 Page TIMMONS GROUP YOUR VISION ACHIFVF0 THROUGH OURS /=N D ROM rEXAS tjD R Software and Implementation Services for Community Development System w KN~. Ilk"M "a"IM City of Round Rock, TX Plan shall address, in sufficient detail (as collectively deemed by Round Rock and the configuration team) the elements required to support Round Rock's testing of the Cityworks software functionality and database configuration, security matrix, documentation of application performance issues/errors experienced during the testing, documentation of the resolutions to noted issues/errors, and certification and acceptance of the final deliverable database configuration and software functionality. Additionally, the testing would also include the movement of data and workflows between Cityworks Server AMS and PLL as laid out in the configuration workshops. The test server and final production server environments will be measured against the results of the testing performed in accordance with this Testing and Acceptance Plan, and it is the baseline to which the scoped projects tasks will adhere. The Testing and Acceptance Plan shall be subject to the review and acceptance as to its reasonableness for its intended effort, which is defined herein as the ability to support the logical and thorough testing of the Cityworks application functionality, platform stability, and database configurations. Upon completion of development of the Testing and Acceptance Plan, the Team shall submit said plan to the Round Rock for review and approval. It is important for Round Rock staff review the draft plan for technical accuracy and completeness. Our configuration team will update the Draft Testing and Acceptance Plan, incorporating Round Rock's comments and re -submit said plan as Final. Round Rock Responsibility — Assist in development and review of the Testing and Acceptance Plan Deliverables —Testing and Acceptance Plan drafts and final. Assumptions — Round Rock will review all documentation in a timely manner. Task 15: Setup Letter Templates The goal of this task is to spend four (4) weeks configuring letter templates for City customers, in support of Cityworks PLL implementation (120 hours have been allocated). An additional one (1) week will be used for additional print items that include permit cards, CO's, and notice of violations as examples. These reports will be developed offsite in Crystal Reports. Cityworks Server PLL also supports the creation of SRS reports if the Round Rock so desires. Round Rock Responsibility — Round Rock will review and comment on reports developed for this task. Deliverables — Crystal or SRS reports in PLL Assumptions — Reports will be developed in Crystal or SRS format. 120 hours to develop the reports have been allocated. If the number of letters and or effort to complete varies from this estimate the project budget can be adjusted to accommodate the change of scope. Task 16: Knowledge TransferlOnsite Training During each onsite meeting (kickoff, workshops, configuration review, etc.) our configuration team consistently exposes Round Rock staff to Cityworks PLL that includes the Inbox, Case Data, and Case Workflows within the software. This does not replace but augments the training performed after final configuration. Onsite training will consist of two (2) one - week blocks of training that includes both Administration and User training specific the departments involved with this project. Our configuration team, in conjunction with the City I s Project Manager and key stake holders, will devise a Training Plan specific to your environment and data. A pro -active Training Plan will ensure that Round Rock staff are equipped to undertake the system utilization and maintenance tasks immediately upon receipt of the system. The Training Plan will include: • Product training curriculum descriptions • Listing of Instructors • Training Materials • Schedule It is assumed that the Round Rock will provide the training facility including computers and a high -resolution computer screen projector. Coming into training, the users will need to possess basic functional knowledge of Personal Computers and Windows. ... ..... .. 41 1 P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS rSoftware 7RM = and Implementation Services for Community Development System City _of Round Rock, TX Round Rock Responsibility — Round Rock Project Manager will assist our configuration team in the creation of a SYSTEM ADMINISTRATOR comprehensive Training Plan that meets Round Rock's needs with minimal HEAVY USER disruption of daily operations. ------------- Deliverables — Training Plan and Training Documentation. Assumptions — Round Rock will provide a conference or training room appropriately sized for the number of participants. Round Rock will ensure attendance by identified staff. All Round Rock staff attending training should have basic functional knowledge of computers and the windows operating system. Sample Cityworks PLL Training Plan Overview: Introduction to Cityworks@ Introduction. Course is designed Cityworks to give an overview of Cityworks functionality from an end user's point of view. Users will learn basic operations within ArcMap, the Cityworks toolbar and functions, along with the creation of Service Requests and Event Layers. Cityworks Cityworks@ Reporting with SQL. Expose Report Creating students to the Cityworks Report Engine to and Writing produce concise summary reports including Ad Hoc Reports, Predefined Reports, and Budget Reports. Cover SQL Reports basics; becoming familiar with the tool bars and basic I functionality. Students will work hands-on to create basic SQL reports. Permits Cityworks@ Permitting. The course will cover user management, permit/case/license template configuration, workflow setup, fee configuration, custom case data fields, and basic reporting using Crystal Reports. Throughout the course, training staff will share example workflows and data from existing clients, as -well as best business practices in Cityworks PLL configuration. Designer and Cityworks@ Designer and System System Administration Covers system and database Administration administration issues such as software installation, user accounts, security, code table creation work order and service request templates and resource (labor, material, equipment) hierarchies, table creation, and permits. Includes a review for GIS personnel as well; covers items needed to successfully Ongoing during Workshops and Configuration Reviews 4 hours each class 8 hours each class 8 hours each class SCIL, I CRYSTAL REPORT CREATOR ROUTINE USER :)C RF PORT CREATOR Casual Group N/A Users Ad Hoc Report Creator and SQL Report Writer N/A CASUAL USER Routine and I Intro to Heavy Users 1 Cityworks System ArcGIS & Administrators I Intro to Cityworks 421 P a g e TIMMONS GROUP YOUR VISION ACHIFVF0 THROUGH OURS. L__A1 MA 1-% ND ROCK TEXAS Software and Implementation Services for Community Development System City of Round Rock, TX manage the setup and maintenance of the GIS for Cityworks@ use. Task 17: Acceptance Testing Prior to Go -live there will be a thirty (30) day acceptance testing period. During this period Round Rock will test the Cityworks implementation against the SD&C documentation and identify issues and opportunities and submit to the Timmons Group project management site. The Testing and Acceptance Plan will frame and guide Round Rock through the testing process. Desired changes or modifications to the system functionality that fall outside of the SD&C plan will not be addressed at this time. Round Rock Responsibility — Round Rock Project Manager will work with staff to implement the Testing and Acceptance Plan. Deliverables — Testing Plan, results, and modifications. Assumptions — Round Rock will be prepared to work through the Testing and Acceptance Plan and complete within a thirty (30) day period. Task 18: Final Product Configuration Our implementation team will conduct the final product configuration based on the System Design and Configuration Plan and Testing and results of the acceptance testing. Our configuration team will provide documentation for the key aspects of this project and Cityworks components. Proposed documentation is summarized below: Cityworks Configuration Document — Early on our configuration team with Round Rock's input developed a Cityworks Configuration document that is maintained through the life of the project Project Management Plan — Our Team developed and maintained a project plan that included the scope of project services (and any changes), budget, schedule, risk management and communication approach. Cityworks@ Server PILL Software — Azteca provides standard documentation for the latest product release. Separate documentation is provided for system administration and end users. System Design and Configuration (SD&C) Plan — Timmons Group will provide a copy of the plan resulting from the review, analysis and documentation of the organization and its current workflows, data sets, IT system and applications, system interface needs, output requirements, and public access and service request needs Training Materials — Timmons Group will provide a copy of Round Rock and all training documents used during casual user, routine user, heavy user, ad -hoc reporting, management, and system administrator training. Timmons Group will also provide a User Guide for public portal users. Testing and Acceptance Plan — Timmons Group will prepare and deliver a copy of the test plan and test results report to be used for system certification and acceptance by Round Rock. Round Rock Responsibility — Acceptance of documentation. Deliverables — All project documentation developed to date. Assumptions — Round Rock will receive all documentation in digital format. Task 19: Go -live and Project Close-out Having successfully completed all system upgrades, testing/acceptance procedures, production environment initialization, and Go -live preparation tasks specified above, the system is deemed prepared for Go -live. At such time that end -user access has been configured/re-directed to the newly initialized production environment, the system is deemed to be in "Live" status. Round Rock Cityworks users will now be executing Permitting and Building Inspection tasks in a live configured Cityworks production environment. After five (5) days of initialization of the Production Environment, Round Rock shall generate a certificate signifying the Cityworks application functionality and database configuration is operational in a "Live" production capacity. Round Rock Project Manager shall sign said "Go -live Certificate" and submit it to Timmons Group. Round Rock Responsibility — Provide configuration team with a certificate of "Live" production capacity. 431 P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS L—A/ ImL I`% ND ROM TEMS Software and Implementation Services for Community Development System ' City of Round Rock, TX Delliverables — Last minute configuration and document modifications. Three days (24 hours) of on -site Go Live support. Assumptions — Work through the Timmons Group Help Desk bzresolve and issues. Task 20/Post Go -live Support Once the system has been rolled out and is being used. Our configuration team will provide forty (40) hours of ad -hoc support to address any configuration, implementation, software installation or enterprise integration matters that may arise. For example, these might include the redesign of printout forms or changes in the content of the work management portion of the Cityworks database. Round Rock will have one (1) year after Go -live to utilize the remote support. Optiona/hong-tevrnsupport—efhortTBD Timmons Group offers a long-term support contract to all of our Cityworks clients.VVedothianotbeoauseofexpected problems but for unforeseen requests, desires to extend the scope of services, staff augmentation or a host of other reasons. We have a formalized process for submitting issues, requests etc. that is tracked bythe same tool set that our client have access toduring the implementation project, eoyheyoanmonitorprogress.etc.VVeprefortheoebaahotobeon adme and materials basis with anupset limit and wecharge a flat rate of$15O/perhour for these services. Our support process is detailed in the diagram below: Round Rock submits request fora new "project ^ of support ticket �N� — --- X A ° Timmons Group reviews, provides clarification, solves support ticket, or... Develops scope estimate, deliverables & schedule and returns toRound Rock Round Rock &Tlrnrnons group close support ticket'or— � Round Rock reviews scope estimate, deliverables and schedule; approves Timmons Group performs the service � Support item or "project " can be tracked via project vvebsite "�r - -- ---- --...... ... ....... --------- Round Rock reviews and approves deliverables acceptance � ^p 'ect^c|osed / Phase 2: Purpose and Objectives This scope of work (SOW) details the development and implementation of the Timmons Group PLL Public Portal (Portal) for Cityworks Server@ PLL for Round Rock (City). Phame2: Development and Go -Live Schedule The table below lists aschedule oftasksKor the deployment ofthe, Portal. Timefrgmeswill bereassessed once an agreement to the SOW is reached. _ ~ 0� �� lFUMMONS GROUP CAl MAL 1-% IkND �= =�TMW Software and Implementation Services for Community Development System "VOW F&S" 1010"Ifn City of Round Rock, TX Final Review and Revision of Project Plan Timmons Group/Round Rock Deploy OOTB Portal to Test Environment Timmons Group Request User Interface Changes Round Rock Configure contractors in Cityworks for online access Timmons Group /Round Rock Complete configuration and integration of the Portal Timmons Group WebEx Training on Portal Timmons Group Deliver Public Portal User Guide Timmons Group Complete Testing Timmons Group /Round Rock Deploy Portal to Production Timmons Group System Stabilization Timmons Group /Round Rock Complete triage of testing feedback items Timmons Group Final System Acceptance Round Rock I Transition to Vendor Support and As -Needed Timmons Group Support Timmons Group /Round Rock Phase 2 Task 1: Final Review and Revision of Project Plan Round Rock and Timmons Group will review all the contents of this document via a formal kick-off. All details, timeframes, and responsibilities outlined within this document must be finalized and agreed upon first before proceeding any further with the project. Phase 2 Task 2: Deploy Out of the Box (OOTB) Portal to Test Environment Timmons Group will deploy the out -of -the -box Portal to Round Rock's test environment. Phase 2 Task 3: Request User Interface Changes Round Rock will request user interface changes to the Portal. Timmons Group will review requests with Round Rock and make updates to the Portal that do not deviate from functionality identified in "TG PLL Portal Core Functionality'' table below. Timmons Group will make a maximum of 40 hours of interface customizations for the City. Phase 2 Task 4: Configure Contractors in Cityworks for online access Timmons Group will ensure that contractors are pre -configured for access on the portal before Go -Live. Phase 2 Task 5: Complete Configuration of the Portal Timmons Group will finalize configuration of the Portal Phase 2 Task 6: WebEx Training on Portal Timmons Group will conduct a Portal training over web meeting for Round Rock staff. Phase 2 Task 7: Deliver Public Portal User Guide Timmons Group will deliver a Portal User Guide. Here are examples of videos on client sites providing the public with user instructions: a. Create Account — https://www.voutube.com/watch?v=JYSeomkOi M b. Resetting a Password — https://www.youtube.com/watch?v=JctmApglEgg c. Creating an Application — https://www.youtube.com/watch?v=MTHtC8SfGys d. Permit Information — https://www.youtube.com/watch?v=V7d328o Phase 2 Task 8: Complete Testing Round Rock and Timmons Group will complete testing of the Portal in preparation for Go -Live. Phase 2 Task 9: Deploy Portal to Production Timmons Group will deploy the Portal to Production for Go -Live. 4 5 P a g e 0% TIMMONS GROUP YOUR VISION ACHiFVFD THROUGH OURS. CAI IAL /-% 1kh"D :ZROCK. TEXAS Software and Implementation Services for Community Development System RMWAL"Mmovam City of Round Rock, TX Phase 2 Task 10: System Stabilization Time should be allowed for the system to stabilize. This means that the Portal is complete in production and no additional changes are needed prior to go -live. Phase 2 Task 11: Complete triage of testing feedback items Last minute tweaks are addressed by Timmons Group before go -live. Tweaks should only fix items broken that are deemed critical for go -live. Significant requests will be delayed until post go -live and may result in a change order. Phase 2 Task 12: Go -Live Phase 2 Task 13: Final System Acceptance Round Rock will formally sign -off and accept the Portal. At that time, the portal is ready for go -live. Phase 2 Task 14: Transition to Vendor Support and As -Needed Timmons Group Support Once Go -Live is complete, support will be handled by Timmons Group when identified by Round Rock. In some instances, support may be needed from Cityworks. Cityworks support is included in the Round Rock's licensing agreement with Cityworks. Phase 2: Risks The Portal is a dynamic web application that relies on many processes that are impacted by any number of variables. Timmons Group takes all efforts to eliminate risks: 1. Web Security 2. End User computer performance Phase 2: Assumptions Timmons Group assumes the following items throughout the development and implementation of the Portal. 1. Round Rock has the necessary IT infrastructure to support the Portal. 2. Round Rock has created an environment that is publicly accessible. 3. Round Rock will maintain the environmental requirements necessary for the operation of the Portal. 4. Round Rock will adequately test the Portal in a timely manner. 5. Round Rock will train and engage with public citizens on the use and functionality of the Portal. 6. Round Rock will engage in a support and maintenance contract with Timmons Group. 7. Any functionality requested that is not listed in Appendix A will be billed at a flat $145.00 per hour. 8. Maintenance and Support does not include development of new functionality for the Portal. Phase 2: Dependencies The success of the Portal is dependent on the following: 1 Round Rock must have an active Cityworks license. The Portal relies on APIs licensed by Cityworks. Round Rock will need to purchase these APIs, including the PLL Public Access API, in order to use the Portal. This cost needs to be considered as you may not be currently licensed for the PLL Public Access API through Cityworks. This API cost is included in our bid proposal costs. 2. Round Rock must have and maintain GIS services to be used with the Portal. Phase 2: Exclusions The following are excluded from Timmons Group's scope of work: 1. Security related to other systems outside the Portal. 2. Consequential damages arising from the Portal implementation. 3. Responsibility for negligent acts by any parties outside of the control of Timmons Group. Phase 2: Constraints The following constraints may impede the Portal implementation: 1. Timmons Group did not develop the Cityworks APIs. Any bug found in the Cityworks API may delay development or impact functionality. 2. Timmons Group did not develop Cityworks PLL. Any bug found in Cityworks PLL may delay development or impact functionality. Phase 2: TG PLL Portal Core Functionali ... ............ - - ... ........... ... . ........ ... __ ......... ..... .. ..... ...... . .. ... ... . ... ..... . 0*100, 46 P a g e TIMMONS GROUP YOUR VISION ACHIFVF0 THROUGH OURS. GRIIIUIL /`1 f 0 Account Creation, lo---in y ter; existin* %WO account check W1 VA Oro %sue I user does not have a username or password, they can create a ne account. Guest Access does not require login credentials but limits functionality within the Portal. 2 I Account Modification The user can modify account information: email, address, phone IS number, security question, security answer. 3 I View Permit Information The user can view permit information: location, people, tasks, 4 inspection requests, fees, and payments, Schedule Inspection ReClUest Apply for a Permit M is 4W olmti -2: 1 1 6 1 View Job Summary I A crystal report defined by Client. I FE, M-F Permit Payment Permit ADr) ication an a ment recei t y printing The user will be given the option to print the pplication/permit a 8 in orma ion. The user will be given the option to print a receipt after 9 I Required Fields The user will be required to submit any case data items that are required within the configuration of Cityworks PLL. 4 0 The user will be given the option to print 2 custom reports identified by 10 Print Reports Roundt00%Kock. a a The user can view open permits where they are a contact. The user 11 Review Open/incomplete can view incomplete applications that they have started in the Portal but not yet configured. 12 I Guest User Access The user can access the portal as a Guest requiring no login credentials. Portal functionality is limited. 113 I Disclaimer The user will be shown a disclaimer and are required to accept the disclaimer may a permit. 'Ah mi 10k: NAME: . ........... ..... .... ... .. .. ....... .. ............... . ............ . -.-- ...... ...... ... . ...... . ...... ......... ... ... ........ ...... . ...... .......����� _... ..... .. ........ . ........ I ....... . ..... ..... . ... .. ...... .... ........ ...... ................................. ... ......... ....... . ... --1--. ---, . . .......... .. 47 Page G TIMMONS GROUP YOUR VISION ACHJFVF0 THROUGH OURS- ROUND ROCK -EMS ri iea�si: i�►�ccx� fRfW'-Rir! ID Task Name 1 Phase 1. Cityworks PLL 2 Cityworlcs PLt solution Protect Management 3 Written Notxe to Proceed 4._. Project Management Responsibilities 5 Project *iCkoff h9eetlno 6 Cityworks PLL Discovery 7 rT/GIS Systems workshop >3 Data Gathenng 9 Install CrFy-works Server PLL 1.0,. Identify, Prioritize, Define WDrkflow, Report 11 PLL workflow workshops (5 days on -site) 12 System Design & Configuration Plan (SO&C) 13 Cityworks Pit Configuration 14 Catywods PLL Database Configuration 15 Confiigtiration tieview PAPPIrrngs 16 Migrate the Cityworks PLL Environment j 17 Dom: elop Testing & Acceptance Plan 18 report De-:elopment 19 i Cityworks integrations l 20 Parcel/Address management Process 21 Blue Beam 22 ? Tyler MUNIS 23 Faster 24 -� Citywoeks PU Delivery Semces 25 Knowledge Transfer/Gasite Training 26 Acceptance Testing r 27 Final Product Configuration 28 Go-Aive Cityworks PLL 29 Phase 2. Timmons Group PtL Portal implementation 30 Final Revtew & Revision of Project Plan 31 Deploy Out of the Bogie Portal to Test environment 32 Pe -quest user interface Changes 33 configure contractors in Cityiuorks for online access 34 ' Complete Configuration of Portal 35 'tvebEX Training for Portal 36 Delrver Public Portal User Guide (Educational matenals) 37 Complete Testing 38 1 Deploy Portal to Productton 39 System Stabilization .A_ Software and Implementation Services for Community Development System City of Round Rock, T Duration Start Finish Predecessor 301 days) Mon 617/21 Mon 911122 275 days Mon 6/1121 Fri 6/24/22 1 day Mon 6/7/21 Mon 6/7/21 275 days Mon 6/7/21 Fri 6/24122 3FS-1 day 1 day Tue 7/6/2.1 Tue 7/6/21 3FS+20 89 days Tue 6/8/21 Fn 10/8/21 5 days Tine 618/2.1 Mon 6/14/2-1 3 10 days wed 717/21 Tue 7/20/21 S 2 days Tue 6/29/21 wed 6/30/21 7FS+10 dal 5 days Mon 8/9/21 Fri 8/13/21 8FS+13 da 20 days Mon 8V16121 Fri 9/10/21 10 20 days Mon 9/13/21 Fn 10/8/21 11 13s days Mon 10/25/21 Fri 4/29/22 55 days Mon 10/25/21Fn 1/7/22 12FS+10 3o days Mon V24/22 Fn 3/4/22 14FS+10 1 day Mon 3/14/22 Mon 3/14/2.2 15F5+5 25 days Tue 3115/22 Mon 4/18122 16 � 25 days Mon 3/28/22 Fn 4129122 15FS+15 dad 4s days7 Mon 3/211n Fri 5/20/22 10 days Man 3/21/22 Fn 411122 15f5+10 day 45 days Noon 3/21/2-2 Fn 512012-2 15FS+10 da} 1 day 3 Mon 3/21122 Mon 3121/2.2 15FS+10 dad 1 day) Mon 3/21/22 Mon 3121/2.2 15FS+10 da 95 days Tue 3/22/72 Mon 8/1/Z2 30 days Tue 3/22/22 Mon 5/2122 23 15 days Tue 5/3/22 Mon 5/23/2-2 25 10 days Tue 5/24/22 Mon 6/6/22 26 r 5 days Tue 7/26/22 Mon 8/1,/22 27FS+35 da 47 days Tue 5/24/22 wed 7/27/2-2 f i 5 da'ys Tue 5l24/22 Mon 5/30/2.2 26 ) 3 days Tue 5/31/22 Thu 6/2/22 30 5 days Fn 6/3/22 Thu 6/9/22 31 3 days Fn 6/10/22 Tue 6114/22 32 5 days wed 6115/2-2 Tue 6/21/22 33 3 days wed 6/22J22 Fri 6/24/22 34 5 days Mon 6/27/22 Fri 7/1/22 3S 1 to days Mon 7/4/22 Fn 7/15/2.2 36 1 day Mon 7/18/22 Mon 7118122 37 2 days Tue 7/19/22 wed 7120/22 38 Qtr 3, 2021 Qtr 4, 2021 Qtr 1, 2022 CP 2, 2022 Cgr 3, 2022 1cn _...._jug _.1 .. NOV ryes tan Feb Mar _ 1 may dun Jul-.-- Aug I * . Task Extem lM Tadm f.1anual Task a j Finish -only Round Rock Split External Milestone Duration -only Deadline Enterprise land Development Software System & implementation Milestone • inactrve Task ►.tanual Summary Roilup Progress Apnf 6, 2021 Summary 1`9 Inactive Milestone Manual Summary 1 I Manual Progress Project Summary [J I Inactive Summary Start -only L Page i TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS, 'ROUND ROCX -EXAS 4i- complete tryage of testing feedback Items 41 Go -Live Timmons Group PU Portal 42 Final System Acceptance Round Rock Enterprise Land Development Software S-0tem & implementation Apnl 6. 2021 Software and Implementation Services for Community Development System City of Round Rock, TX i Duration Start Finish 'Predecessor Qtr 3, 2021 Qtr 4, 2021 Qtr 1, 2022 CRT 2, 2022 Qtr 3, 2022 Jun jig Aug Sep Oct Nov Dec Jan Feb mar Apt May Jun Jul Aug _ 3 days Thu 7/21122 Man 7125122 39 I day Tue 7/26/22 Tue 7/26/22 40 I dary Wed 7/27/22 Wed 7/27/2-2 41 Task W1111111111111 External Tasks Spin External Milestone Milestone ♦ Inactive Task Summary I rva ct ry e 1A I lest a ne Project Summary n i inactive Summary Page 2 Kianual Task I Finish -only Duration -only Deadline Manual Summari Pollup Progress Manual Summari W manual Progress Start -only E 0 10*0* 49 1 P age 0 -0 0 TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS. U�A[ MAL RND ROCK. TEXAS ouND Software and Implementation Services for Community Development System City of Round Rock, TX CITYWORKS PLL PRODUCT DESCRIPTION Cityworks PLL streamlines and automates permit, licensing, and land management processes while working with Cityworks AMS and Esri@ GIS. This allows you to view permit, license, and land data in the same application as work orders, service requests, and GIS asset data. Cityworks PLL and AMS records can also be linked together, which allows organizations to capitalize on the major applications of the Cityworks platform. Cityworks allows organizations to track permits, planning and development, engineering processes, business and regulatory processes, and code enforcement cases from inception to completion. GIS features can be tracked and may include parcels, street segments, intersections, addresses, or any other defined GIS feature classes. Most permits and applications span an array of departments, including building, planning, and engineering. Cityworks enables agencies to share and access information easily and efficiently, streamline the application and review process across departments, and deliver substantially higher levels of customer service for contractors and citizens. Cityworks tracks all addresses, personnel, conditions, tasks, inspections, corrections, fees, and payments for any given permit type, which can include: • Building • Electrical • Mechanical • Plumbing • Demolition • Right-of-way • Utility cut • Fire and zoning PLL streamlines and automates work processes, including: 0 Application routing 0 Plan review 9 Fee calculation and collection 0 Licensing renewals III Workflow and tasks • Inspections • Management signoff and tracking • Reporting Cityworks is designed with built-in apps (Office, Tablet, and others) and other apps built outside of the platform (including Respond, Public Access, and mobile apps for iOS and Android), which provide the end user with an optimized office or mobile experience using various devices. Office contains full PLL functionality and is designed for an office environment, while Tablet enables PLL management on mobile laptops and tablets. Both types of apps utilize a map that displays on a separate browser tab. Permit, License, and Case Management Cityworks gives jurisdictions direct control over their business processes. The basic structure of Cityworks PLL is highly adaptable and can be tailored to your organization's needs during the installation process. The basic PLL package can be configured to allow access by multiple departments, such as the legal department, encouraging coordination on code enforcement cases; or public utilities, allowing cooperation in the construction of water and sewer lines in new subdivisions. Cases track transactional data required for community development and regulation processes, which can be configured to provide flexible business management. Automatic notifications can be used to alert users, departments, and divisions when their task in the workflow is ready to begin. Methods are provided for accessing, searching, and editing case, task, and payment information. These include the use of the following forms: • Case utility • Payment manager • Payment utility • Task manager • Task utility ... ........... I ...... . .... 501 P age TIMMONS GROUP YOUR VISION ACHIEVEO THROUGH OURS. cAl MA 1-% tROUND ROCK TEXAS Software and Implementation Services for Community Development System City of Round Rock, TX The following functions are also available to create associated records: 0 Link/relate to existing cases III Create related child case 41 Create related work order 0 Create related service request Customized templates help manage the required data for a specific process. As many templates as necessary can be designed to streamline the development process. Basic functional forms are available, which can be adapted to serve the organization's needs. For example, if a residential building permit needs the Inspection Request form and the final subdivision plat doesn't, their templates are configured accordingly. Likewise, code enforcement cases need the Violations form; pre -development concept plans don't. Each template is assigned only those forms relative to that process. Cityworks PLL core functions appear as tabs on the permit, license, or case document and contain panels listing appropriate data. These include: Address Condition* Contractor Data group* Deposit* Fees* Can include default data Flags* Inspection request Instrument Licenses Main Notes Payment People* Related documents Summary Violations Workflow* CA" 0"C,*t*. F4,ity u BMWs" State. C.Aw !Ssurz CE/08118 02:31PO4 Aai4b4a S.b TV" 0� ry�Phone MAVIS I2_36PN AvaAsba &04 1041 -,FAhkF C'r ❑01/07/19 t2:30PM Avaifab;e Tap, 44. k.— ❑John Smith PhOM OU07/19 12:2" Avgiiksbte lediatwif fill Pad_M--1 12 18:Xl? conviete! .M C_ 5". • 0 R 4t, Elm Man pffiscirlafto9 sawardy AwaNd Gmaw" + FrEEWAnir:11 Fees W111-ved FLAG !211IV201a 'VIV2018 ................... ---_---------------- El D VIEY�_CCMM V*. Ca-�ms FLAG 11,13/2018 RequeN Uescnpbo Status Unk Type Check PfCEIVED ke4ated 50 GO ----------- -- ----------- --------- ------ - - -------------- -------------------------- ----------- ----------- --- --- A UN fillildn pascrioll" F- 23662 PARCELS 45317124841500 604 JONI DEANNE CT BOND-04AINT Ms,tena.,m Scirtd Qeq.arsd 22I1312313 so 1.0 is 4 .11�of RQ0-ELEC Electri:al Pens Required 11/13i2018 i2ll2 G1,111" Sam Releaffiell W Or-aepaRAL ap - Cewe1 Dt. C—P S­ S.- FU9 •1.V10!2019 i2l2i,20LS '50 00 Eeft, Now C~b—tk. SQ", Total 450.00 0.09 Qt, it ... 4.crc G 4 E.tw..bw Cott of C...*rctb_ ❑ !ate ­ start Date E.te" start f L-LIQ105 Liquor Uoertse 3.2 Beer by Drink L--;Qlrs U/6120is Job Descrkitiiiiii Office for PLL—Summary tab Map Interface The web GIS-centric approach to Cityworks reduces the amount of land -data duplication common across city departments. The GIS is the source for land data in Cityworks. Users identify any asset and view information on parcels, zoning, surrounding areas, etc., so long as that layer is available in the GIS. All permits and cases associated with features or X, Y coordinates can be queried and displayed on the map. Combining the detail of the GIS with Cityworks items spatially results in spatial reports that quickly provide an organization with the information needed for decision making. Using map tools enables users to locate addresses, select features, create activities (permits, service requests, work orders, and inspections), determine route navigation, as well as perform other map -related functions. Active work orders, ...... . ... 51 1 P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS. LLAl MAIL r . rROUND ROOM TEX45 Software and Implementation Services for Community Development System City of Round Rock, TX inspections, service requests, and cases are symbolized in the GIS map view, allowing for an intuitive summary of activities. The map interface includes a Tools menu, with favorite menu items that can be anchored to the top of the map. Clicking the menu item opens that toolset. Favorite tools can be set and organized in Designer. Your favorites are saved and loaded each time you work with the map, and will be maintained across different browsers and devices. Office for PLL—Map Map tools functionality includes the following: • Base Maps Change the base map. • Bookmarks Store frequently visited map extents. Create Activity Enables creation of permits, service requests, inspections, and work orders from the map. • Data View View and modify records and attributes of features. Display, move, and edit events. View geodatabase attachments. • Editor Edit the map. • Heat Maps Display groupings of event layers on the map. • Layer Search Select features from a map layer or search for and select work activities. • Legend Manage event layers, set selectable layers, adjust asset visibility, control the transparency, and zoom out to the full extent of the layer. • Locate Locate work history in a specific location. • Measure Measure distance, location, or area on the map. • Navigation— Navigate the map. • Printing Print the map. • Redline Draw on the map using a variety of graphics. Drawings can then be attached to service requests, work orders, or inspections. • Routing Add locations to the map to generate a route for navigation. • Selection Select assets on the map. • Split Line Tool —Enables splitting a line and transferring the work order histories to one or both segments. Workflow The workflow consists of tasks associated to a case. Users can efficiently update all tasks assigned to a case from one place, moving the case to completion. Workflow tasks can consist of review, inspection, and hearing task types. Workflow functions include the ability to view, add, organize, and update tasks for a permit or case and move the permit or case through plan reviews, issuance, inspections, meetings, hearings, and so forth. Workflow tasks are assigned to templates by default; however, users can edit the workflow by adding or deleting tasks for each permit or case as needed. 52 Page TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS L-Al MAL 1-% ROUND ROCK TEXAS Software and Implementation Services for Community Development System City of Round Rock, TX inbot Create W Search W risk Manager Assets v 5c"Woul* v $tepm V Aomin v stowC.,rr' warwkw Case Noe BPR-NEWI Nuntw ROPIS-000 statusW—REMW To* Ali Lj *f-AII ✓ Y% No 4'Ali Ey oeserwilan T arqrt I oil ComVivied 14 + Lj ✓L W Id ICA I2:'11_2148 ILA Review 7.004V APPROVED 11f IVIWIJI I IA IZiIIJIS IIA qe-vtew Plarw%N APMOVEE) ✓ 11161111 1! A 12.'11, IS I to Raview suddimq AOMOVtO 12JIWIS I tA IVIVIB IIA 3 Ci a 'keview Puthc uthues APPq0VED ✓ 12116s'18 ILA XV11.118 ILA I ri Review - EfVirieersnQ APPR"C ✓ 12/tWIa ILA 1211VIO IIA 3 ;tev;ew - Flow Pfaiir-, I2jIW IS IIA 12/11JIS ILA 3 Review Lisdawioc Ap"OVE0 ✓ IJAGAS I 1A 12JIlftS IIA 3 Issue Pvfr"A 1112VIS ILA Cl :asp. HVAC t7t :mp. Eled-cm $ Fire 5 4M50. OW"C41 fW40 6 0121 ;rasp. P%0T*WVFW4W 6 C-1 13 11,isp, KVAC liv%mil 6 0 r4p, Fire FWW 6 Insp, < Suitt" rq%sl 7 L Issue cerlow.Ate of (xXopo 11 14 4 1 Office for PLL—Workflow tasks The workflow is affected by actions performed on each task, such as Close the permit or case.. Update the status of the permit or case. Insert a new task or group of tasks. Additional task functionality includes-. Attached checklists containing inspection steps, corrections, etc. These are required to be completed for the task to be complete. Each checklist item can be marked with appropriate codes and comments, Notification emails sent when tasks become available, are assigned, or are completed. Inbox setup for tasks. Inspection tasks: Can be scheduled, canceled, rescheduled, or reassigned. Corrections can be defined for checklist items. From the Inspection Request tab, inspections can be added to the list of tasks in the workflow, Hearing tasks: Can be scheduled, canceled, or rescheduled. Can be automatically scheduled if the hearing schedule is tracked in PLL. Fields are available to store comments, time accounting, and corrections. 531 P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS. L—Al IAL tIROtOl N, D IROCKMAS Software and Implementation Services for Community Development System City of Round Rock, TX ISSUE Task Code - Department Co -de: J=:L.3% N-1 .1 Administrabon and Finance Department Division Code: Assigned To: p1ladmin PLL (CW) ADMIN Task Available Date: 1111`27?2018 02:1.0 1:40 Target Start Date: lkl2ZiZ018 2-10 PM Due/Scheduled: 111.28!2018 2:10 PM Actual Start Date: 11.,'27,'2018 2:10 PM Actual End Date: lii27,12018 2-10 PM Result: Task Complete Date, uj2712018 2-.10 PM Task Complete ey: p1ladmin PLL (CW) ADMIN Task Type: REVIEW Hearing Type: Discipline Code: Lead Days: Reschedule After Days: Work Units: Checklist .0. + Add attachment— E Remove all attachments Azt Cor---e�,: Sv- JL Tkme Accounting Empty Cancel I Office for PLL—Edit task Case Utility Case Utility provides an alternative method to access and edit case data listed in the workflow. Searches can be performed to find an existing case or a group of cases to update. Access to this tool can be provided by adding a custom URL to your site menu in Designer. 54 1 P a g e TIMMONS GROUP YOUR VISION ACHIFVFO THROUGH OURS L—Al 11LAL 1-% jr:)UNID RccK rEw Software and Implementation Services for Community Development System City of Round Rock, TX Number Tag Ty p e EP3 PC - N E 10,' � Type Description Sub Type Sub Type Description Project Code Project Description Status A. --Sele-ct-- -ceptedGate PublicA,ccess El Cases Search Clear Selecta Case to Update F1 Typ Sub Woe Tag F-1 EE-;PC - N EW Jenson Lumber Yard ❑ r--PC-NEW Heritage Warehouse ❑ E3 PC - N E W F-Cm-SR: Barking or Noisy Co( Commercial - New Construction From: F '1ze: 10 Go i 2 icund; C) Case Renumber New Case Type New Sub Type New Case Number 0 Use Next In Sequence 0 Other OKMM 0 Change Case Status To --Select- CRemove Parent/Child Relationships 0 Delete Case And Associated Data Submit 1 ! Cance, Tablet for PLL—Case Utility M To: Number Status CBP13-007 IN—RE"."IE'Al CBP18-009 IN—RE1.,#"IEVV CBP18-035 IN—REVIE%li tspiavir,,g, Payment Manager Payment Manager is an alternative method to access unpaid fees, deposits, or payment receipts found on a case. Payment Manager can be accessed when making a payment from the Payment panel (Stimniary or Payment tab). These search forms can be used to find a case or a group of cases by searching for unpaid fees, deposits, or payment receipts. Payments can be made with fees or applying deposit fees. 55 1 P a g e 0% TIMMONS GROUP YOUR ViSfON ACHIEVEO THROUGH OURS ND ROM TEXAS Software and Implementation Services for Community Development System City of Round Rock, TX Payment Receipt Number RBP18-039 Tag Type Type Description Sub Type Sub Type Description Project Code Project Description Ty - e Business Name C% Status Fees Due ect- -❑ Start Date End search clear Fees Payment t.'Deposit Payment ❑[7', Number Type Sub Type Talc Status Ej PBP18-039 SPR-DECK Ivory Hanes Lot 5 ISSUED 17-1 Fee Code Fee Description Amount Paid Amount Due n,/ BLC-AFF-FEE ewilding Permit Application Fee 60.00 0.00 60.013 Ei B L D- Electric Meter Removal Fee 200.00 0.00 200,001 ELCFZM%-' Total 260.00 260.00 10 Go m A =i-,, J, Pay Now Total Amount Due: 260.00 Tablet for PLL—Search for payments in Payment Manager Payment Receipt Ca Receipt 10 Receipt File Name Receipt Date A. _;ount Due Amount Paid E-alanl-e Number Type Sub Type Status search clear Select Receipt Date A-1; Z`711`2018 0 7/25/2018 7 i-- -1 10 Go From: Min: Min: Min; ISSUED go To: Max: 1`4 a x: Max: Tag Type Description Sub Type Description M Login ID Receipt File Name Amount Due Amount Paid Balance 7 piladmin KSN1-Recpt6_7_2_2018_p1la, 30MO 500,M p1ladmin KSN1-Recpt7_25_7_2018_pl1... 8,326.00 8e326.00 FOLInd- C, splaying: I to 2 Office for PLL—Search for receipts in Payment Manager Payment Utility Payment Utility is an alternative method to access payments related to a case. This tool can be used to find an existing case or a group of cases by identifying an associated payment. 56 J.P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS L-All 11LJ1L /-% R(NJN4D ' a2OM TEXAS Software and Implementation Services for Community Development System City of Round Rock, TX Number Tag Type BPR-DECK TiIrpe Description Residential Deck Sub Type Sub Type Description Project Code Project Description Status Accepted Fro m: To Date Publir-Access El Cases Search Clear Select a Case to display the associated Payments Type Sub Type Tag Number Status BPR-DECK 14o1_v Homes Lot 5 R8 P 16 ISSUED 10 Go H 4 11 F-ITender Description Received Paid P/J CASH Cash pliadni;r 200.00 F CASH Cash p1ladirnin 60.00 7 CASH Cash p1ladnii1r. 1240.00 7 CHECK Check pliadmin 934.00 F-1 CHECK Check pliadmin 166.00 F-1 CREDITC�RD Credit Card pliadmin 1176.00 7 CREDITCARLD Credit Card pliadmit-i 427.00 10 Foun,d. 1 to 7 'Delete Selected payments Submit Clea-- Tablet for PLL—Payment Utility Task Manager Task Manager provides an alternative method to accessing and updating tasks listed in the workflow. Cases or groups of cases can be searched by date range, available/complete options., and task type (inspection., review, and hearing). The resultant tasks can be updated with corrections, comments, and time accounting. The case document can also be opened using this function, taking you to the summary of that case. - -- -------------- - ---- - m -------------- -- ------------- --- ----------------- ------ ---- ------------- -------------------------- - ------ Isspermit inbox 11,42 AM Map COMWNTS C( RRI-CMNS TIME ;*1L rA)CS 4 Recent iCW) ADMIN. PLL 12i11i2018 IIA2AM 12. 1212018 11-42 AM + create Task Manager XWI ADM IN, PILL 01/3/2019 M User Menu HINTORY RELATED ACTIVIIIIES MyApps ----- - -- ----- ------- ------- -- ------------------- - ----- in-.p Footing !Of Office 2,10PM Ta Tablet MT"-S COMWNTS CORREALTIONS TIMIL QF.1 ROCS Bu Budgeting Insp. framing Cl insights 320 PM 9 My Apps DIFTARS C(Mikit HTS !-Oi i I- I low, 1111"1, RFI. CKW-S Respond Insp- - Footing ✓ Respond Task Manager *000 0, TIMMONS GROUP YOUR VISION AC141EVED THROUGH OURS .... . ...... 571 P a g e L—Al MAIL ND ROCK TEXAS Software and Implementation Services for Community Development System PtiRPW KVWV( PROW]UTY City of Round Rock, TX Task Utility Task Utility is an alternative method to access and edit information listed in the workflow. Cases or groups of cases can be searched by a variety of fields. Cases matching the search criteria are displayed, as well as their associated tasks. Options are available to delete or re -open a task, delete the associated time accounting, or delete notes for those tasks. Plumber RBP17-039 Tag Type Q4 Type Description Sub Type CSub Type Description Floject Code Project Description Accepted Status -_-_S_el.ect-- D at From Publir-Access ❑ Cases Sear ch rchJl.clea_rJ Select a Case to display the associated Tasks Type Sub Type Ta4l E?, P Ri Wont Homes Lot 5 '4 4 10 Go I i ❑ Task Code Task Description Result Code ❑ APPCHECK Application Check ETb 14 4 C'Delete Selected Tasks C) Re -open Selected Task GDelete Time Account Data lam' Delete Notes Data Submit i Clear 0 To. 10 Number Status R-SE17-01- Task Available Target End Completed Date 12/18/2017 Office for PLL—Task Utility Licenses Cityworks tracks new licenses, renewals, fees, follow-up inspections, and related processes. A typical business license in Cityworks uses the same functions as other items in the system with the exception that it is designated as a business license. Cityworks can handle licensing for various business and professional trade activities, which can include: Business licensing Trade licensing Health permits Fire permits Parking permits ..... .. . ... . . ........ . ...... . ... .. ... ... .... .. ... . 4000*0 5 8 1 P a g e 0 % TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS L—Al 11L)IL /-% ROUND ROCK I EVILS Software and implementation Services for Community Development System City of Round Rock, TX A Task Manager Assets v Schedule Report Fees Case Tvpe: LIC-COMBUS Number: 18-028 Status: ACTIVE Lj I Code Code Fee Description Amount Paid + LIC-6-LI Susiness License Fee 178.00 178.00 0 L I C - 1-2 E'." Development Review,,"Inspection Fee 50.00 50.00 LIC-FIRE Fire Review/Inspection Fee 110.00 110.00 442.GG 442.00 ze 3 Go LIC-S-LI Fee Code: LIC-S-LI Eusiness License Fee Factor.* Rate: Quantity- 4 Auto Recalculate. 0 Amount: 173.00 Invoiced: 17 Comment: Save Cance! Office for PLL—Business license example License functionality supports the following: Business licenses can have `sub -licenses" that expire on the same date as the primary business license. The sub - licenses have associated fees that are added and removed with the sub -license. Licenses can expire on a given date, on a rolling year basis, or on a specific month or day. Users can manually change the license status to renewal, or the system can perform this action automatically. Historic licenses and year-to-year renewals for a given business are stored in the audit log. Inspections Inspections in Cityworks are handled as tasks and can be scheduled, canceled, rescheduled, or reassigned. Sub - inspections are handled as task corrections defining inspection steps or checklists. The following is a variety of inspection supported by Cityworks that are related to the issuance of permits or code compliance: Permits issued by the city, such as: Building permit Street cut permit Food establishment inspections related to a fire operational permit Construction and post construction site inspections Code compliance inspections unrelated to current permits, such as: Housing code violations Tall weeds Recurring inspections such as those related to businesses or food establishments ......... .... 591 P a g e TIMMONS GROUP YOUR VISION ACHIFVFO THROUGH OURS L—Al IAL /-% ND ROCK TEXAS M �W Software and Implementation Services for Community Development System URF"U%7211k P"FIRM City of Round Rock, TX Inbox Create Search Y Task Manager Assets Schedule -* Report Admin v Storeroom Flags VIEW—COMM Cgniment-, 'FLAG' InspReq to Case Type: BPR-BECK Number: RBP18-039 U: N 1 Requester Nar,� 1 Requester Name Source Requested Status + John CP_ phcre I li27/18 02:12PM Available 7, Edit: Inspection Request Phone 2014569i-,:- Confirmation Id 36 The electrical needs to be Inspected. Requester Comment Down the street from the 7 eleven and on the North side of the street. Status: ISSUED Location Details e Inspection Inspection Description Inspector Status Scheduled Completed ISP-ELEC Office for PLL—Inspection request and edit panel An inspection calendar is available through the workflow panel to display and schedule inspections. Display parameters include dates, times, inspector, and inspection description and code. Inspections can be scheduled using drag -and -drop selection of the task code onto the calendar. This function also includes an appointment interface allowing users to enter or modify the appointment details. Address The location data is displayed on each case. Cityworks is integrated with Esri GIS, relying on the geodatabase as the source for all land -related items on a given parcel. The parcel feature class is one of the primary feature classes utilized by Cityworks to track planning, permitting, and case activities. However, any GIS feature can be attached to a permit or case. Administrators can also define areas where cases can and cannot be created. Default items such as the address, parcel ID, and X, Y coordinates are imported into the permit. The on -demand information from the map can easily be viewed and searched from within the application. . ........... 0% TIMMONS GROUP YOUR VISION ACHIFVF0 THROUGH OURS. 601 P a g e U__A1 11LJ1L /-% "ND ROCK TEXAS Software and Implementation Services for Community Development System Cit of Round Rock, TX Inbox Create Search Task Manager Assets Schedule Report Admin y Storeroom Oesigner Flags VIEWCO Address Case Type: BRR-DECK Number: RBP18-039 Status: ISSUED iJ Address ID El fil Object Asset Type Asset 10 Address + E-1' 12f ► 3173 WFIREHYD 12203 So Ga- Edit Address WFIREHYD. CUMBERLAND... Asset Type: WFIREHYD Asset Id: Location: 2801 CUMBERLAND DR objectid- 3173 Address #- 2801 Direction: Street Fraction. Street Name,. CUMBERLAND Street Tvpe! 'DR Post-Dir: Suite: Cross Street: City: State: Zip: Master- F, Expired- 71 _Save-, Office for PLL—Address example and edit panel Contractor Cityworks stores and maintains information about contractors who do business with the organization. Contractor registrations or licenses can be tracked using a variety of data and contractor accounts. Clityworks- lnb*x Cr*,at* SOAMO Task Vanag*r Ats*ts schwdui* Report Admin Storwootrr D*Stgrior Contra~ • C.ito- Title 8PQ-C*,Ck RSP18-0�'W. MSUEO L -"D Business Hartle + Z—e Peak cansxrv~b ;M kgv(OLL) Cc" S#n4V '31 bust"Olis, 5-w* Last. Addmlis' '77do -tAx L30H 9,0 flee tiaYd7G UT 044 pfmwa 9Gt, 335 5637 1,146- L4*b^tvr ilml-wei F,&nci*4 "C owoup Office for PLL—Contractor example and edit panel 61 1 P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS L—Al I I LJIL 1-% I mlrrl��ND 2 ROCK TEXAS Software and Implementation Services for Community Development System MR", VXM PAMMIM City of Round Rock, TX Condition Conditions are used to track additional requirements as part of the case permit. A restriction can be put on the case if conditions are not met. For example, a permit cannot be issued until conditions are met, or a planning commission may approve an action item with conditions. Conditions work outside of the workflow. While the workflow is typically used to track the tasks and workload of an organization's employees, conditions are often used to track extra tasks the applicant must complete to satisfy specific concerns, requirements, etc. Conditions can restrict case status changes to control phases of a project. For example, conditions A and B must be completed prior to issuing a permit, and conditions C and D must be completed prior to closing a permit. Inbox Create v Searcil v Task Manager Assets Schedule Report v >> Flags Condition Case Type: 8PR-NEVV2 Number: RBP17-040 1 Code 0 Code Description Applied El E. C N LED - NlI NT Maintenance Bond Required 12/18/2018 F-I RQED-ELEC Electrical Permit Required 11/13/2018 50 Office for P'LL—Condition examples Status: ISSUED Completed mom + 12117/2018 Clisptaying: 1 to 2 Data Group Data Groups are used to collect information about the permit or case. Several data type formats are supported, including number, date, text box, comment box, yes/no, list of values, and predefined values. i A 4 Otyworks* Inbox Create Search Task Manager Assets v Schedule v Report w Admin >> Flans VIEW-COMM: View Comments DataGroup ... . ........ . .. ....... ................ ...... .. .... .. ..... .... .... ...... .. --- . ... ........ - ...... ...... . . ............. - ....... ........ ...... ........ ........ . ..... ....... .. . ........ . ........ . ............. ..... ... . .......... .. 004*00 621 P a g e •% 0 TIMMONS GROUP YOUR VtSION ACHIEVED THROUGH OURS. L__A1 MAL I`% 7ROUND ROCK. rEXAS Software and Implementation Services for Community Development System City of Round Rock, TX Deposit Applicants may be required to make a deposit, and those deposits can be tracked as part of the permit or case. Deposits can then be applied to any fees related to the permit or case. This panel lists deposits associated with a case. Functions are available to add, edit, view, and refund deposits. And deposits can be calculated to a percentage of the total fees associated to the case. A &k',ityworks Inbox Create Search v Task Manager Assets Schedule w Report w Admin >> Case Type., UP-NEWSRV Number: WSP18-018 Status: ISSUED kDA u i Deposit Code Ej 0 Deposit code Deposit Desc Amount Paid + ❑ EXCAV.ATN Excavation Bond 10,000.00 0.00 ❑ UP-APPDEP Utility Permit Application Fee 200.00 0.00 10#200.00 0.00 Size, 50 Office for P'LL—Deposit examples Fees Fees can be collected as part of the case or permit. You can edit or waive existing fees or add new fees. The fee engine can be used to calculate even the most complex fee structures, including custom-built fees. Out of the box, Cityworks includes the following fee types: Flat fees Incremental fees Variable fees Linear fees Percentage fees Minimum fees Custom fees Case functionality can be automated based on fee activity, including the following: 0 Fees can be automatically added to a case based on a task result. • Fees can also be automatically removed from a case when it reaches a specific status. • Cases can automatically progress to the next status once all the fees are paid. Each fee code is assigned a type and then calculated as defined by the user and assigned to a template by default. Information in case data fields can be linked to a fee code for use in the calculation. Fee codes may include account numbers and can be overwritten by those with proper permission, be waived, or be assigned an effective date for the fee schedule. A fee may be linked to violations whereby the fee is automatically associated and added to the fee structure for the case when a violation is issued. If the violation is deleted, the fee will be removed if no payment has been made. . ......... . . . ............. .... 63 1 P a g e TIMMONS GROUP YOUR VISION ACH4FVFO THROUGH OURS L-Al MAL ROCK.. r.EXIIA-S Software and Implementation Services for Community Development System City of Round Rock, TX Inbox Create Search v Task Manager Assets Schedule Report Admin Storeroom Designer Fees Case Type: EIPC-NEW Number: CBP18-035 ►4:: Cod Code Fee DescriL)tion I/ Amount Paid + t)LZ;-AFFFEE Building Permit 4policaticn Fee BLD-FIRE Emergency and Fire Impact Fee F❑0.00 314.00 51-C-PARKS Parlc, and Recreation Impact Fee ❑ 2,174.00 0.00 81-D-PERMIT Building Permit Fee F-1 50100 0.00 BLD-PLAN Building Plan Check: Fee 17 400.00 0.00 BLD-PDWY Roadway Impact Fee 71 .1,342.00 0.00 ❑ BLD-SEWER Se,.ver Impact Fee 11 575-00 0.00 ❑ BLD-STATE 1-3 State Board of Building Standards Fee 17 G.00 0.00 ❑ BLD-WATER :'later Impact Fee 71 1,239.00 0100 BLD-WTRTRL 'Outer Treatment Impact Fee E] 2,045.00 G.00 8,249.00 0.00 50 3C N 4 D BLD-WTRTR Fee Code: 8LD-WTFk-rR Water Treatment Impact Factor; Fee Rate; Quantity: Auto Recalculate: P9 Amount; 2045.00 Invoiced: 11—' Comment: -7- Office for PLL—Fees example Status- IN -REVIEW Flags Flags act as messages that scroll across the top of a permit as soon as it opens. They can also restrict the progress of a permit until the flag is completed. This means no one can schedule inspections, update tasks, take payments, etc., .until the flag requirements have been completed. Inbox Create %, Search v Task Manager Assets %- Schedule v Report v Admin %* Storeroom Designer Case TvP e: BPR-ELEC Number: RBP18-027 Status: IN -REVIEW Case Description: Residential - Electric No Entries Found + Tablet for PLL—Flags display Mstrumeot Financial instruments used for development and construction projects can be tracked as part of a case. This can include bonds, letters of credit, etc. The release of moneys based on work completed or a fixed value for a project can be tracked and deducted from the total financial amount. 64 1 Page TIMMONS GROUP YOUR VISION ACHIFVFD THROUGH OURS L__A1 MAL t-% ND R(XX TEXAS Software and Implementation Services for Community Development System rlitv of Round Rock, TX Cityworks, Inbox Create Search Task Manager Assets v Schedule Report v Admin v Storeroom oesig-ner Instrument Case Type: 81DR-NEVIV2 Number: RBP18-042 t�i Type a'& lym Effective Expires Amount Released + Pj -1 [3f I-TRCRED17 12/8/2017 12/712018 25000.00 Total 25,000.00 0 50 Go 14 4 1q i L7RCREDIT 4 wag TVp4t- LTRCREDIT Descriptiont Letter of Credit Serial Number. 00741732111 Issue Date: 147fmV Amount: 25000.00 Effective Date: IVS/2017 Date Expired, 12,,,7t2o18 Company- Zions Bank Address: 1875 S Redwccd Rd Address2.- City; State: UT � utah Zip- Country - Contact Name- Phone - Email: Comments: Tablet for PLL—Instrument example Notes Notes can be added to each permit. A predefined list of notes is provided for easy reference and data entry, or users may create custom notes as well. Payment Cityworks has a built-in cashiering tool designed to manage financial transactions and does not store the personal information (such as credit card or account numbers) of individuals paying fees. Cityworks records that a payment has been made. Running credit cards, charging accounts, etc., is handled outside the system. Functions are available to view receipts, view payments, edit the deposit, refund a payment, and add a new payment. A receipt can be printed upon payment. 651 P a g e TIMMONS GROUP YOUR VISION AC141FVFO THROUGH OURS. L—Al llLJlL /—% ND ROCK I'EXAS Software and Implementation Services for Community Development System if'_if Round Pn"nPnt-L- TY X A 4 to Cityworks Inbox Create v Search v Task Manager Assets v Schedule v Report v Admin v >> Payment v Case Type: BPC-HVAC u ITender Tender Reference ❑ CREDITCARD CREDITCARD ❑ CREDITCARD ❑ CREDITCARD - --- — ------- Size 1 50 Go of Number: CBP18-053 Fee Code Deposit Code 2WA Paid + BLO-PLAN 1/11/2019 400.00 BLD-FIRE 1/11/2019 314.00 SLO-PERMIT 1/1112019 50.00 BLD-APPFEE 1111/2019 60,00 824.00 Tablet for P'LL—Payment Status: IN —REVIEW L, People The people associated with each permit or case are stored by user -defined roles. These roles can include applicant, contact, business owner, engineer, contractor, etc. Inbox Create v Search v Task Manager Assets v Schedule v Report v Admin v >> People Case Type: CE-BUILD Number: CE 18-0003 Status. OPEN i� I Role Code ❑ Role code Name City+ ❑ ARCHITECT Minna Amigcn Sandy F71 LNC-DEVLPR Abel Maclead Sandv ❑ PROP —OWNER Ernie Stenseth Sandy j z7 50 Go =1V 0 0 i Office for P'LL—People example Related Documents (attachments) Any file types can be attached to a case, and they are stored in the database or other network location. Attachments can also be added to workflow tasks. 66 1 P a g e TIMMONS GROUP YOUR VISION ACHIFVFO THROUGH OURS L—Al 111JIL IA ND ROM TEXAS Software and Implementation Services for Community Development System P City of Round Rock, TX Cityworks Inbox Create v Search v Task Manager Assets v Schedule v Report v Admin >> Nags Rel Docs Case Type: BPR-NEW2 Number: RBP17-040 Status: ISSUED -a. + Add attachment... 0 Remove all attachments 10.15.07-078.3pg 25.S3 KE .11L. M Office for PLL—Related documents example Summary The Summary displays all the information related to a case and contains the tools necessary to complete the case. 111001A C:rcmot - soarern v Task Manager ASSOM Acmin Smn�tery C'aSeTvpe: 9PR-14F 1h 2 Ntarttzf RHV I/ O-W Stororor^ 0'ftv(Jr'*'r Sta" ISN-10M + 2SSUW 1.21MIS 1Z.'3Q-1W W07119 12:3100V Av�"'at'e tows Raw *a-* John Sm& OVOV19 12; A" A YaO We named$" pda&-W•' ze I&, 7,C 1 �l a Fla" rY­4'1104kw Isev'r'ly AjplWd CO"'Kpleted + X43 -- --------- --- ------ IMPISSUD as*--" D4110-010to" stat" Link type 50 [340 dSwim Asset Twim Asset M Add + M + 7 36W AARCEIIS 4517.24441500 *C4 KA, V.EAWW rT W'W" MA;Kt Pft-nmnarc Bond keawred W2018 5C 4 'W of Poo-afc so t:,eancz: hvmt AmqLwed 14 4 o 12117,'2LILO r. bma Eftdhm fjoem AMourA tFeleaeed + ­1 BP CUIERAL oa If--f Data S.- soon clan '�QFT: Li .;'21 7r�'A fnfw, 1+ w C-1— 1­, 14 4 L.b-.tad Lout of aW& + *%tu td St-9 0't. of JCurr "C',ge J.Z sew- ov 'D-nn' .L'6. I t Ih Em­.Wt� 4 01 Office for PLL—Summary tab Violations Cityworks tracks violation types and municipal code excerpts for each violation. The Violations panel identifies the fee code, violations legal description, details of how the violation can be resolved, the issuing employee, and the date. A fee may be linked to violations and autornaticallY associated to afee .for the case.. 671 P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS ROUND ROCK. TEXAS Software and Implementation Services for Community Development System City of Round Rock, TX 1." Cityworks" Inbox Create Search Task Manager Assets Schedule w Report v Admin Storeroom >> Flags VIEW—COMM 1--oniments TILAG-i Violations Case Type: BPR-NEW2 Number: RRVI.7-040 Status: ISSUED LJ 1��P—1 Je ❑ TVDe Description Issued Completed + ❑ BASEMENT Basement 'Violation 12/7.!2013 DRIVE'01AY Driveway Violation 12/712018 ❑ FOUNDATION Foundation Violation 12/7!2018 SIDEWALK Sidewalk Violation 12/7/2018 VEHICLE Vehicle Violation 12/712018 ❑ WEEDS '%11,eeds Violation 12/7!20I8 50 Go i i 4 4 0 1 VEHICLE Violation Type- VEHICLE Vehicle Violation Fee Code: Violation Text: Junk Motor Vehicle (Sectior 18-20 Motor vehicles that are inoperative ard/or partially dismantled and have expired license tags or safety stickers are considered "junk motor vehicles". These vehicles are in violation of the Citv, Code. Owners of the Remedial Text: Issued By. PLL (CW) ADMIN Date issued: 12,/712018 Completed By. Ck Date Completed: -7ave H Cancel Tablet for PLL— Violations example with edit panel Cityworks in the Field Cityworks is a system of engagement which encourages usage from outside the office environment., and sharing authoritative data with employees, customers, and others. Developed as an open platform using apps and cloud technology, users can access maps, view pertinent data, and create and update records from their mobile devices. Cityworks has several PLL applications designed for use in the field- Tablet for PLL, Respond, Public Access, and mobile native apps for iOS and Android. Each has an interface different from the others and are configured for the relative user, purpose, and device. Tablet for PLL is a core application built into the Cityworks platform. It offers full case management functionality and allows users to operate Cityworks in a mobile setting, such as on a tablet at a job site, and requires a constant network connection. The Tablet map opens in a separate browser tab. I..----..--.-, .- ................ 68 1 P a g e 4 TIMMONS GROUP YOUR VISION Ar-HIEVEO THROUGH OURS L_AI IIIJIL /`% j KOUNDRUCK TEXAS Software and Implementation Services for Community Development System Pt3RP(14f, tt1.Pd11Yt, &'AOFPt3tlili City of Round Rock, TX h tnhax t2Ne rt;t :rerstr. . `,w tt;:h .. i Stttrwwktry • ;_r_eTrRc, 6PR•NEWI Task Managot As"ts ; pVw*tt « Adruin v 04-sytner Stwowxltn S". fch GIS N9,mtwrr REP19-028 Stabs: IN -REVIEW 4Q ti ... � �..,' Ya!s too* Ap � ' `Yes A8 Cow Descritiftow,108 ""1 het S400 Etmk% Stator Cam` b0Ch ?._, 11 0--*ti" Renvlt target End CaeWketed N Sub tYpeDeac rr'yy _ J A )Oitatfon Chocit C)MVILBT'E ✓ 3/27� 19 12P 31:27119 3P L_ - C.ot4ttew: 23i.8A00K51VE P.i1E ✓ 411119 3P W27719 2P L R+rvils • 2onin� APORCWED - taq. (Ly L L"r R•aysewr Plarim"g r►e •tfli 19 30 rmtvl.d9v- tnsdraint 2125.-20c$ f7 ►.:J Rtvstw Build'" 4Jt.'29 70 , a N : L 2i i kr>• 24a 204 r- r�y'y ¢ytsric +ieitiea :� 41f 19 30 Re ew 4/i719 30 3 Da` CF-•. 4, r (�-..�.. �LyJ -A ZAD kANC'v .vt'T- it/velror - ,.iato+-•c an ;/i?19 3P 3 7 = DPd MT D/--- 4 tisane! - ;ir e l,7 CPst�s �Orm+t '' ; tnxP- •mber+g 5 1C.._ CL'�7 Lnsp L_?l tnsp_ - MYa►C - ty I �•b Aftot As*" ! �L3y w u E!!! �"� 1_ t��Jy' Enso, Elactncai .;' ® I�j 235. PARCELS 4693 SSX922C 2'303 &ROGKSIt}E AVE Fina . - ]^ -.. is + 1.- • +1E - _ C.:I Enap 04 Incal Gnsl - L:J LnAp - pkt:mhcng F:ns1 t Ln■p :1`tiAC Fsn si 5 '. Cry 1 + t„.: t�3t 1mvp - Fro Finer fi Meat Sass~ CnYP Binld:ng Hnii LRSU9 S.MtthtetM Of cXcupa... B v BP 41ERERAL . 6P Getmal Data tatty /Mw tttasra.r tiara SQFT+ r sow 3oie ilia ._.... .. - EsR.utld Cost ,r losstr ul rHin £nhatated Stet Dste of (o tstrvtt�_ 11 T CsY Daaviwtiea .+. Add aLtacinrne L It te-ose *4 stt&O? mvtnta �. &F-1FAlt t eP - Q -1. F0.01Y flats Gre" Sem 5tr,. Ftaq i;atap►- arcs- and drop Mils -aye to 404ch *-em Tablet for PLL Summary Cityworks Respond is an optional app which focuses on office -based functionality in a mobile setting, such as on a tablet at a job site. The Respond map opens in a separate browser tab to maximize screen space. Respond enables mobile users to display, create, and edit service requests, work orders; inspections, and cases. Respond (version 1.6 and newer) also can capture digital signatures required on inspections. Respond requires a constant network connection, and is designed to maintain continuous, real-time updates, and create and manage aspects of Cityworks from a remote location.. 1-1 -, n�_ �_.� Address 2 Deposit MFlarm 'nbox FEEWAWER RBP17-W keWenW - re" r:ue Far* Objec-, b 23662 S400.00 5200.00 pMap PARCEL S 4517124841'00 uP APPOEP 320C.00 $200.00 /� VIEW-COMM Recent 6O4 JONt Q=4NNE :T 4% /" "s a% Create - Jrrson Neu: ticrt: I ( � UP-APPDEF 13 SX0.00 $0.00 n4r Task 1b! Manager (7ffdQtirf � 12'18/20/7 XW ADMdN. PLL Data Group �__ _ __ _ __.. q Condition - User Menu i Z; i 81201 ; ® 0 ^ Payment BOND MAINT Rs:,+.r Y, a 12118;2016 MY APPs Ot Office IV3112018 BP -GENERAL VFW PAYMENTS VIEW Iik=.C(.tPTS RQD-ELEC IIf 13;2.018 ` _ `Ta Tablet S.%,ED ISSt;EO BR2FAM 4 C eca � BLD SEWER 07/25/2018 8 48 AM 58416.00 _ S57S.00 i© (31J Budgeting BP-SETOCK CI insights 604 JONI DEANNE CT 2132995.587,241147.271 07/25/2018 8 48 AM 51289 00 CAYI / Instrument ^ Rs Respond Q CAOCM 4 } BLD-PARKS 07?25/2018 8:48 AM S2I74.00 CAS i /� 4SAtNT9OND I--j Mainteoavce Bond St Storeroom y. wt People BLD-WTR?R C-712W2018 846 r;M S2045.00 CASH % + Sy style IL� Comments Dustin Smith - BLD-ADWY 07/25/ 2018 8 48 AM CASH WlS Web Map AC1DrY'H.rMf-ti' i1ltt'9 307 855 8555 Valley Engineering LLC / S1342.00 L K . ^ enseS - - Wk WoM iad My Apps 2201 Craig St c1 L LIQ105 L-LIQ105 Respond ^ ec Related Inspections P Jack Malone ^. Skyridge 307 855 85SS !�, Architects. LLC 4RCh11TECT Workflow + ' -' `'• ' - Respond Case edit Mobile native apps for ioS and Android are optional products which allow Cityworks to be used in a disconnected environment. These apps allow users to create work orders and inspections, and edit service requests, work orders, inspections, and PLL tasks. Users can also view work activities on the map as well as add comments to work activities or mark them as completed. Assets or tasks associated with work orders and cases can also be viewed and completed. 1*00*0 691Page TIMMONS GROUP YOUR VISION AC81FVFD THROUGH OURS L-Al 11LAL /-% N D ROCK TEXAS Software and Implementation Services for Community Development System City of Round Rock, TX These mobile apps can also open cases in Office, Tablet, or Respond if those applications are being used. The iOS app can open cases in Collector for ArcGIS which requires Portal for ArcGIS or ArcGIS Online, and a web map. Cases can also be opened in Navigator for ArcGIS. Collector allows users to create and edit GIS features. Navigator creates navigational routes to job sites. Search Insp. - Plumbing Residential New Single Family #RBP18-001 Smithers Family New Home Insp. - LOP Routine Planning - Land Disturbance Permit Target Start: 2018 -01 ­ 19 6.02 PM1 #ENG18-011 Target End, 2018-01-24 &02 PM Insp. - Framing Residential - Deck Tjrget _St�3rj: 20 7 8 -11- 2 7 3:30 PM r$RBP18-039 Ivory Homes Lot 5 Target Fnd, 2018-11-27 4:30 PIM Insp. - Framing Residential - New Single Family target Start 2018-11-29 10 00 AM #RBP17-039 Ivory Homes Lot 5 Tatc ,�t End 20118-11- 29 11,30 AM Insp. - HVAC Residential - New Two Family target Start 2018-12-20120OPM #RBP17-040 Jenson New Home Target End 2018-12­20.300P?V iOS app—Map and inbox Se reties and Reporting Cityworks includes extensive search capabilities which are used to look up histories, records, and other information. Apart from standard ad -hoc searches, Cityworks allows users to search by field or by multiple fields; nearly every -field in the database is linked to the search tool. Search results can be exported to Microsoft Excel, displayed in a map view., and can create navigational routes between selected record locations. Frequently used search criteria may be saved to a user's profile and added to his or her inbox, or added to the map as an event layer. Cityworks also lets users search the GIS directly, allowing them to find and view permits attached to specific assets. The search panel is organized into tabs of searchable fields. Users can select desired display fields and sort the search results by a specific field with the descending order option. In addition, task, payment, violation, people, condition, contractor, and map layer fields can be selected as visible fields. Search criteria can be entered onto any of the tabs prior to performing the search. 09*000 701 Pa g e e % TIMMONS GROUP YOUR VISION ACHIFVFO THROUGH OURS L—Al MAL /—% N D ROCK 17EXAS Software and Implementation Services for Community Development System City of Round Rock, TX A I Inbox Create v searct, v Task Manager Assets v Schedule v Report v Admin v Storeroom Designer Search j Clear Open � Save As General ------ Tyl:w.. R141EIN aaim Type. SK-tiE�41 v Type Des c- Sub-1yDe. SubType Desc. act ------- 14uniber Location: r. rV­* Tell Project Code Protect Desc- Detaull TW: :offrwrits: S-Lb7vve Desci-rPticif, S.iblvpe Default Te.(, T89. '19 Accepted Ely- tr4lated By Pro)ect Code P-oject Descriphw 'J ad ified By Accepted By FA. r RUN Issued By . 11 Modifiec. Ev Exprabon Date C1 Pr*rty. Date Modified issued By Status. Status Code� PubhcApp Cases Payrriient Fiekis Visibkm to Search Results Pa nient - Fee Code Payment - Deposit Code license. Pa• meet - D sit Description game: Pa ment - Tender Desch pbon lype c3te9otf State h. Federal I&. Pff. timen' , - Recei,;ed By Puffient - Related Cases. "'Orkondem People Fiiekis Visible in Searctz Re suKs Reauests KW-77-IT . 1 73 MT17T Rig= CURRENT LAND M USE - LAFIDUSENAME❑Deacer'Mr, P&QrFl q - g Tablet f6'rPLL_ , Search engine Inbox Create V Search v Task Manager Assots. v Schedule v Report w Admin v Storeroom E)osigner 'Nor P I PLL Open Selected Map View Data Map Refresh Drag a column header and drop it here to group by that column -- - - ------- C] Case Number Type Type Description --- ------ ------ - --------- ------- ---------- Location -------- ❑ CBP! B-009 ------------- I -----------_-- BPC-NEW - - - Commercial - Neo. Construction '001 BROOK FOREST DR El C13P18-009 BPC-NEW Commercial - New Construction 1001 BROOK FOREST DR El copla-Gog BPC-NEW Commercial - New Construction 1001 BROOK FOREST DR E] CBP18-009 BPC-NEW Commercial - New Construction 1001 BROOK FOREST DR ❑ CBP'3-009 SPC-NEW commercial - New Construction '001 BROOK FOREST DR El CBP18-009 BPC-NEW Commercial - New Construction 1001 BROOK FOREST DR ❑ r6p, 3-Cog BPC-NEW Commercial - New Construction !DOI BROOK FOREST DR El c6p18-co9 BPC-NEW Commercial - New Construction 1001 BROOK FOREST DR ❑ CBP" 8-009 BPC-NEW Commercial - New Construction '00 1 BROOK FOREST DR ❑ C13PIS-907 BPC-NEW Commercial - New Construction 508 NORT, HCREEK DR ❑ _-BP'3-007 BPC-NEW Commercial - New Construction 508 NOFTHCREEK DR ❑ C 6 P ' 3 -,,' 07 BPC - NEIN Commercial - New Construction 508 NOW HCRIEEK DR Status '__ ----------- - -- Status _­­ ........ Code Accepted Date - ------ - IN -REVIEW OPEN 01/10.�2018 08:55 IN -REVIEW OPEN 01/10/2018 08:55 IN -REVIEW OPEN 01f 1 Q/2018 GS: 55 IN -REVIEW OPEN 01/110/2018 08:55 INREVIEWOPEN 01/10/2018 08.55 IN -REVIEW OPEN 0I!10/2018 0855 IN_REv!Evv OPEN 0 1/10/2018 08:55 IN -REVIEW OPEN 01/10/2018 08:55 IN-REVIRV OPEN 011/10/2018 08:55 IN-REV;E,#'V OPEN 01110,,12018 08:49 IN__REV!E'v*4 OPEN 01/10/2018 08:49 IN -REVIEW OPEN 01/10/2018 08:49 Tablet for PLL—Search results Initiated By initiated Date Pay" ---- - - - - --------- p1ladmin 01110/20118 08:56 p1ladmin 01/10/2018 08:56 p1ladmin 01/10/2018 08:56 p1ladmin 0111012018 08:56 p1ladmin 01/10J2018 08:56 p1ladmin 01/1012018 08,56 p1ladmirl 011110i2018 08:56 p1ladmin 01110/2018 08,56 p1ladmin 010012018 08:56 p1ladmin 01/1012018 08:50 p1ladmin 01/10/2018 08:50 p1ladmin 01/1012016 08:50 Page I of I items I to 27cif 27. In addition to the ad -hoc search engine described above, Cityworks is integrated with Crystal Reports for detailed reporting. Reports are uploaded to the system for immediate access. Reports can be defined for each template to facilitate printing documents associated with each permit or case. The Cityworks eURL add -on enables sharing of maps created through case, inspection, service request, and work order searches. This application generates a URL (web address) that can be used to display an event layer on another map outside of Cityworks. 71 1 P a g e TIMMONS GROUP YOUR VISION ACHlIFVF0 THROUGH OURS L—Al 11LJ1L ROUND ROCK TEXAS Software and Implementation Services for Community Development System City of Round Rock, TX Administration and Security PLL Admin is the interface which provides the controls, settings, and security whereby PLL is configured, organized, and managed. Administrators can create dynamic case templates, configure fees, track case -related contractor and user information, and more. lnboX Create v Search v Task Manager Assets v Schedule %- Report v Admin ** Storeroom >> U1WFS & Organizations A Li Role Code ryas gat+cn= Departments E] 4 Role Code Di,Jsicns El ADMIN Security Roles 2 END USER Users El PLANNING Holidays CONTRACTOR Template Setup V t EJ ')R CODE ENFIC Tasks & Inspections BUILDING Checklist Setup -+J LICENSING Fees & Case Data PLL DEMO Additional Template items PUBLICAPP People & Contractors v :size, 10 Go i Notifications Description Expired + -211 Object; End User Planning Role Contractor Role Code Enforcement Building Licensing PLL Limited Demo Role public App Public Access Setup Edit:Security Roles are Cancel System Tools END USER IC 2 ---------- Role Code END_USER Land Setup ----------- __­ ----------- Description End User *AS Cases C 'Selected Cases P-Age Find 0.. Chik h*rg tQ,- ------------- --- ------ Case-= ----------- - --- - ------- ----------- ­­­1 ------- - *AXTaislits Selected Tasks he cOMPleted 6V the U36f - ---- ----- ----------- ---------------------------- Tasks Verify Role Security Expired Assign SecuritV Functions Global 1; E,-, System Tables Office for PLL PLL admin users & organizations security roles example PLL Admin functions include: • Users & Organizations Create new or update information for existing organizations. Create profiles for those that create case types and templates. This includes management of group security settings for PLL functions. • The system controls users" access to various functions via security roles. Security can define administrator privileges on the security roles, limit those who can create specific permits types, and control who can update certain tasks, Users can also be designated as inspectors. • Template Setup Create new and edit existing case templates, which include basic information, default settings, available controls, required items, categories, and map logic. By creating templates, you save the user from having to find and add these items to each new permit or license case individually. • Tasks & Inspections Create new or edit existing task types, task results, task codes, task map layer conditions, workflow setup, discipline/trade personnel, inspector setup, inspector time block, inspector days off, and define time accounting codes and hearing types. • Checklist Setup Create checklists including status codes, status groups, line items, and overall checklist setup, with the ability to edit, expire, or delete checklists. • Fees & Case Data Create and organize case data specific to builders, owners, and others related to specific data groups, which can be used to calculate fees. New fees can be created, modified, expired, or deleted. A variety of fee types are supported, including flat, incremental, variable, linear, minimum, percentage, and custom. Deposits can be configured, allowing clients to make advance payments on a case while giving them flexibility to apply the deposit to various other fees. Sub -licenses can be created, approved, tracked, and expired. Each sub- . ......... 72 P a g e TIMMONS GROJF YOUR VISIW4 ACHIEVED THROUGH OURS L-Al MAL /-% ROUND ROCK. rLXAS Software and Implementation Services for Community Development System City of Round Rock, TX license will have an associated fee. Tender types defining payment options can be created, edited, expired, or deleted. Additional Template Items Tools to define and edit violation codes, instrument types, limiting conditions, flags, predefined comments, projects, and business license types and categories. • People & Contractors Organize and track people and contractors used in maintenance, contracting, land development, and more. This allows PLL users to quickly fill in people and contractor information associated to a case. Notifications Configuration of automatic email notifications to people or contractors triggered by an event in the process workflow (status changes, task assignment, task availability, task completion, and others). • Public Access Setu p—Config u ration of the Public Access website, which includes., external users, horrie page, message boards, incomplete applications, and approved logins. • System Tools Configures the following: audit trace, accessing and editing system tables and fields., import to a table, system reports, feature console, case panel headings, user data favorite, expire cases by date or field value, license renewal or expiration, and general and public access preferences. • Land Setup Menu Contains the tools to configure the following land information'. construction types, geographic areas, land form sequence controls, land object types, occupancy, country, state, structural class, subdivision, uses, zip codes, and zones. Customization Cityworks allows users to incorporate individualized reports, queries., map displays., and other web parts into their inboxes. This allows users to include peripherally -related data and information that are not core components of Cityworks but may be directly related to a user's needs. ■ W--A&%WV "-OWE" IMM" Office for PLL—Inbox example The Cityworks User Interface (UI) can be customized utilizing changes to XML or HTML files, and by incorporating stored procedures. Moreover, customization can be accomplished using Layout Manager Ul rendering tools developed for Cityworks AMS/PLL. Users interact with the Layout Manager through specifically formatted XIVIL files. Each time a page loads, Layout Manager reads the files and then interprets them to dynamically create the Ul. Documentation and optional training classes are available to help the users understand how to customize the Ul. In addition, the Uls of Cityworks 15.4 compatible apps that are built outside of the platform can be customized utilizing I Style. These currently include Respond, Storeroom, Operational Insights, Performance Budgeting, and Style. Other compatible apps will be customizable with Style as those new versions are released. Style is available to clients using the currently supported apps for which Style can be applied. 73 1 P a g e TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS ROU�NIDROCK TEXAS m Mi7RW mvmm PROFORM R"pond Software and Implementation Services for Community Development System City of Round Rock, TX Controls --Layout Strings ttclse T yw twicawsuttym tXtSUtTVPeC"A4r- ixon"ed0v, try"n , mmy ,U9F)[fWQ% tdLocaw tAXN &JSWe3S C4M W&BOW-04"o tKtBusk*ss"eTaxk1 CMb&4W*S6typ* Date e4 P@r**C*Tm1Wft &C-F.Pnrcr 4, WTVC0ffVT%"3V1ft% rewedsemceltec#A-As Style Respond, case object detail profile example Style offers an efficient way to create Ul profiles and apply them to specific users. UI changes can include control label descriptions and visibility, collapsed panels, theme colors, imported layouts, and more. Keyword filtering helps navigate through the occurrences of the names of the controls, after which changes can be made. The control names can also be viewed within the application during the customization process. Interface with Other Systems Cityworks is built using open standards and technology; storing data in an open, published format utilizing standard commercial SQL databases, such as Oracle and Microsoft SQL Server. The open -standards design of Cityworks is the key to developing applications and reports that enhance each individual system and interface with your critical business systems. These interfaces may be created in-house or by a third -party contractor working for your organization. Cityworks customers are free to use the Cityworks data structures to build interfaces to other databases, such as customer information systems, financial information systems, human resource management systems, fleet management systems, and other related business applications. Several customer sites have even created their own applications to access their data. Our licensing policy does not prohibit this in any way. We believe in and fully support "open systems" and "open standards."' Application Programming Interfaces (APIs) extend the Cityworks platform to third -party applications. These APIs expose specific functionality as well as data, allowing Cityworks to interact with other systems. APIs are licensed separately and require configuration. The Cityworks data model and structure is documented for internal or neutral third -party consultant use. Azteca Systems requires the client acknowledge that copyright law protects the Cityworks data structures wherein the data is stored. However, the client is always the owner of data entered or stored in Cityworks or generated by Cityworks. Access to and utilization of the data in Cityworks is unencumbered for the client's internal usage for the following purposes: 41 Data conversion and data migration into or out of Cityworks. • Internal application development for add-ons to Cityworks or for an application that is complementary to Cityworks, whereas the application is not a reverse engineering of Cityworks. • The development and maintenance interface from Cityworks to citizen web pages for information and service request systems. The licensee has access to the complete documentation of all Cityworks data structures. Clients may utilize the services of a third -party vendor to support Cityworks for the above items. However, the third -party vendor cannot be a direct competitor of Azteca Systems, and the third -party vendor must execute a Non -Disclosure Agreement with Azteca Systems. Azteca Systems has an extensive network of authorized implementation partners, each having an impressive track record of successful implementations and integrations. . ................ .... .... 74 Page TIMMONS GROUP YOUR VISION ACHiFVFO THROUGH OURS. L�Al 11LAL I"A WXM ROCK, TEM MOW. M%Wlt PROSMIn _S I 5fto ------ Spec ifffi cat *ions (Last updated: October 2020) Ci#yworks Database Specifications for a Database (Intel) Server: Server* 0 Windows Server 2012 (64-bit) 0 Windows Server 2012 R2 (64-bit) 0 Windows Server 2016 (64-bit) 0 Windows Server 2019 (64-bit) 0 32 GB RAM (or better) 0 Current Intel XeonO/server class processor 3.46 GHz (or better) lit HAD . r Oft Server AiVIS-PLL Specifications for a PC (Intel') Client: Client a 2.0 GHz Intel Core@ processor (or better', 0 2 GB RAM (or better) 0 Windows 10 (32/64-bit) 0 Firefox* 0 Chrome* (There is a known issue in Storeroom with Chrome 46) 0 Microsoft Edge** r r , would any other issue of similar naturex NITLT, 119H �. �' rg M" it A SWUP V Lo go 11 a (~40 use a Windows Server 2016 (k6ow -bit I IS 1 # dw A J_ .40 (-80 users) Windows Server 2016 (64-bit), IIS 10 Windows Server 2019 (64-bit), IIS 10 • 24 GB RAM (or better) • Current Intel XeonO/server class processor 3.46 GHz (or better) Application consumes 1 GB of disk space (50Q MB on system drive) NET 4.5 Framework Windows Server features (.NET Extensibility 4.5 only if using Windows Server 2012/R2) . ... ....... ... .......... ....... ............ ... ....... . ........... .......... ...... ........ .................... ......... ... . ...... ........ ....... ...................... . .... .... .... ... .......... I-- . ..... ... .. ....... ..... ­­ ...... . ..... .............. . ­­ .... .............................. ......... ............ .. . .... .......... -------- . . ....... .... . ....... . ............. ........... ... ........ ....... ........... .......... ....... ap 751Page W TIMMONS GROUP YOUR VISION AC-HIFVFO THROUGH OURS- L�Al 11LJ1L /"% I ma"11" Ab $ lip Ask, Wh 11 49M 01 kv, PAVER versions 5.3.7-6.5.7 R A Pavement management 1 .0 app gn"%k 0 PAV EF< version 7.x lityworks Utilities interface for CCTV I I I I P + versions 4.4 and 6.0 Supported Esri Esri Enterprise Platforms,: 103, 10.3.1, 10.4, 10.4.1, 10.5, 10.5.1, 10.6, 10.6.1, i 0.7, 10.7.1, Platforms and 10.8 Esri Workgroup Platforms: 10.3, 10.3.1, 10.4, 10.4.1; 10.5, 10.5.1, 10.6, 10.6.1, 10.7, 10.7.1, and 10.8 1111111111�11111 liq AOL .. :• £•., ,! 1 f �- � � t. a ..� is ............... .... ............. ... ...... ......... I ......... ........ . ... .. ........ ...... . ­­ ....... ... ........ . ......... ... .............. . ... ............ ­.— ......... . ...... - '­ ---- - -------- .. .. ......... — ....... ­.— . . ..... ....... I ...... 761Page TIMMONS GROUP YOUR VISION ACHIFVFD THROUGH OURS L-Al 11111LAL N D ROCK rEXAS Software and Implementation Services for Community Development System Hamra n City of Round Rock, TX PUBLIC FACING PORTAL TIMMONS GROUP PLL PORTAL The Timmons Group PLL Portal is a public facing portal for Cityworks that leverages Cityworks Server PLL, PLL Extended APIs, and is customized to meet the specific business needs of a locality. Successful implementation of the Public Portal as a core technology for Round Rock's Permitting, Licensing and Land use gives citizens the ability to apply for permits, pay fees, schedule inspections, etc. This capability includes the application of, management of, and scheduling of permits utilizing a public facing website. Additionally, the portal plugs into numerous point of sale and payment management systems including PayPal and JetPay. The FILL Portal is a map -based solution that offers two levels of access: Guest and Contractor. Guest access allows users to search for permits, view permit status, and make online payments. In addition to these features, Contractor access allows licensed contractors to apply for trade permits and schedule inspections directly through buildIT. At several localities., we have integrated the portal to Hyland OnBase's Electronic Plan Review thus allowing citizens and contractors to submit and track plan the plan review process through the portal. The functions listed below are standard '`out of the box" features of the Timmons Group FILL Portal. However, based on its extremely flexible design modifications and or enhancements can be readily added to the core product to meet diverse needs and requirements. Allows for seamless operations remotel Permits, Licensing, and Inspection workflows can seamlessly operate even if your local government offices are closed or staff are working f rorn home Lan &!AR!A be implemented as uickl s four weeks With nationwide contract vehicles in place to ease the procurement process, we have the 1:3 ability to have this up and running in as quickly as four weeks 0 Provides an easy, user friendly system Cityworks PLL and the Timmons Group PLL Portal can provide an easy, user friendly system for *BMW your staff to manage permit applications, payment processing, document management, inspection scheduling and license renewals 1000� ..Ww� Pa ments can be processed remotel Allows for seamless integration of point -of -sale for citizens and 'Internal staff Migrates all communication to the web Migrates all traditional counter -based communication and phone interactions to this web - based tool J16 00*0* 771 P a g e 0 `00 TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS. L-Al IAL 1-% ROUND ROCK rEXA-S i ROUND 0 pfRrit WAIN ?R01411 0'. Software and Implementation Services for Community Development System City of Round Rock, TX Searching 0 Search Permit by Case Number • Search Permit by Name • Search Permit by Location 0 Search Permit by Type Payments 0 Make a payment against your permit as soon as its accepted 0 Make payments against new fees assigned based on workflow actions Printing 0 Print Crystal Reports IN Limit printing based on locality's business rules Applying for Permits • Select your address from a map • Verify what case type you can apply for based on your business rules • Make case data required Scheduling 0 Schedule from a list of your available inspections 0 Leave comments for the inspector • Cancel or change inspection time a Build your own scheduling rules Account Creation, login and existing account check 2 1 Account Modification 3 1 View Permit Information 4 1 Schedule Inspection Request 5 1 Apply for a Permit The user can login to the Portal with a username and password. If the user does not have a username or password, they can create a new account. Guest Access does not require login credentials but limits functionality within the Portal. The user can modify account information: email, address, phone number, security question, security answer. The user can view permit information: location., people, tasks, inspection requests, fees, and payments. The user can schedule inspection request on inspections where they are the contact, are in an open milestone and available. The user can apply for a permit through the Portal. The user is given the option to apply for a child or standalone permit, A child permit will, require a parent permit number to link. The user will be given the opportunity to submit the following information: Case Type * Location • People/Contacts • Contractors • Case Data * Attachments % TIMMONS GROUP YOUR VISION ACHIFVFD THROUGH OURS ROUND ROCK TEXAS Software and Implementation Services for Community Development System City of Round Rock, TX 6 View Job Summary 7 Permit Payment 8 j Permit Application and payment receipt printing 9 Required Fields 10 Print Reports 11 1 Review Open/incomplete 12 Guest User Access 13 Disclaimer 14 1 Search Home (D TEST MESSAGE - TEST MESSAGE TEXT Review Create Payments 00 TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS A crystal report defined by Client. The user will be given the option to pay permit fees with Paypal (out of the box '-- Other payment systems can be easily integrated. The user will be given the option to print the application/permit information. The user will be given the option to print a receipt after payment. The user will be required to submit any case data items that are required within the configuration of Cityworks PLL. The user will be given the option to print 2 custom reports identified by the City. The user can view open permits where they are a contact. The user can view incomplete applications that they have started in the Portal but not yet configured. The user can access the portal as a Guest requiring no login credentials. Portal functionality is limited. The user will be shown a disclaimer and are required to accept the disclaimer before they may submit a permit. The user can search for permit information by Permit Number, Name of people, contractor license number, Permit location or permit type. Search Inspections E5 Admin . . ............. . ......... 79 1 P a g e L-Al IWIL /-% 'R N D ROCK -TEXAS COSTS Software and Implementation Services for Community Development System City of Round Rock, TX The following tables represent a traditional approach. Associated costs are with Timmons Group doing the traditional bulk nf.c;P_rvir.P_q 1pqrfinn thp- nrnip-r.t- Ptr.- cityworks PLL IMPWOi6hWW*M tope ac ona appf"cnj Cityworks PLL Software License tost n/a Implementation Fees $ 191310.00 Data Conversion $38,500.00 System Integrations $55,410.00 Hardware (Hosting provided by Timmons Group via AWS, annual fee) n/a Training $21,640.00 On -site Go Live support $4,760.00 Ad -Hoc support (40 hours after Go -Live) $6,400.00 Exp nses/Travel Costs $ 19,740.00 Total $ 337,490.00 Software costs for Year #1 will be due at the time of contract execution. Costs will be billed on a monthly percent complete basis for professional implementation services. Fees will be due net 30 days. Ad -hoc professional services are optional, if requested these services will be provided at the flat rate of $150 per hour for the duration of this contract. Timmons Group provides the following details to the cost tables presented above so that Round Rock can understand the r-rict hidlAin- Tyler MUNIS integration $16,040.00 Faster integration $10,480.00 Appraisal District — develop & configure workflows $13,890.00 SharePoint integration (T&M task with a Not to Exceed fee) $15,000-00 Cityworks PLL Project Management, Discovery, Configuration, Testing & UAT $ 191,310-00 Data Conversion $38,500-00 Training $211640.00 On -site Go Live support $41760.00 Ad -Hoc support (40 hours after Go -Live) $6,400.00 Expenses/Travel Costs $ 19,740.00 Total $ 337,490.00 000*00 801 P a g e % TIMMONS GROUP YOUR VISION ACHIEVED THROUGH OURS. L__A1 11LJ1L kOUND ROCK, FEXA.S Software and Implementation Services for Community Development System City of Round Rock, TX CASE STUDY: CITYWORKS PLL & TIMMONS GROUP PORTAL Here is a recent article detailing the solution set of tools we are proposing to Round Rock that was recently implemented at Escondido CA by Timmons Group: Citizen -Focused Community Development cityworks Maq�!��,,cittt ;1:.:1ws PerrinIts and Licensir,L;g Solutions ',I Oct 30, 21,-')! Zworksdw INTEGRATING BEST -OF -BREED SOLUTIONS TO UNLEASH THE FULL POTENTIAL OF CITYWORKS PLL Many of us today connect to the world through our mobile devices. We can see what's happening at our front door even when we're not at home. With just a few screen taps, we can purchase goods that are delivered the next day. Countless apps and services provide us near real-time updates on everything from weather alerts and sports scores to our daily routines and interactive hobbies. Understandably, people also expect similar levels of service from their local governments. The most effective way for a municipality to meet this demand is through an integrated enterprise solution that engages residents, shares and collects information, and supports collaboration across departments. The City of Escondido implemented one such solution for its business licensing division and is in the process of implementing it in other departments. Fueled by a strong economy, Escondido has experienced an influx of revitalization construction and new development. However, with roughly 2,000 new permits each year and 10,500 existing business licenses on an annual renewal cycle, city staff were struggling to keep up. For years, Escondido has used Cityworks AMS and Esri's ArcGIS as an end -to -end solution for asset management, with CitySourced as their customer -facing service request and community engagement solution. The city needed a similarly integrated solution for land management, community development, business licensing, permitting, inspections, and more, They also needed the solution to be GIS-centric. "Our philosophy is to implement technology solutions that address the end -to -end work -flows and customer -to -staff processing that produce information for data -driven decisions by leadership," said Rob Van De Hey, Escondido's director of information systems. ENGAGING THE PUBLIC Ultimately, the city decided to expand their current system —keeping ArcGIS as the foundation and using Cityworks AMS and PLL for work management and data tracking. One of Escondido's primary goals was to improve the efficiency of their customer interactions. To achieve this, they implemented Timmons Group PLL Portal, a public -facing portal that leverages Cityworks PLL and extended APIs and can be customized to meet an organization's specific business needs. The integrated enterprise system will ultimately allow for seamless communication across several different divisions: operations and maintenance, engineering, facilities, fire, planning, code enforcement, permitting, plan review, and business licensing. It also puts the power of data entry and communication into the hands —and digital devices —of the public. Instead of calling or physically traveling to a city office, customers will be able to use the Timmons Group PLL Portal to submit applications, upload and download documents and plans, apply and renew business licenses, schedule appointments, and make payments. The city expects to see an increase in compliance as a result of the easy -to -use customer portal, "In the seven months since we launched the new platform, we've seen a 30 percent adoption rate among our customers, said Van De Hey. "The data collected from the new system is already leading to increased efficiency, and it's driving other improvements across the organization. )I 000*0*6 81 J P a g e TIMMONS GROUP YOUR VISION ACHIFVFO THROUGH OURS L�Al 11LJ1L ImA :KHXAS k PIMM"IM The integrated solution will also incorporate an integration to Blue Beam for electronic plan review and document management. Oncethe plans are received by the city, the Cityworks PLL workflow tracks the plan review process as multiple departments and reviewers work collaboratively on a single electronic version of the plan sets. Comments-. status changes, and notifications will be provided to the customer either through comments on the plans themselves or through standardized electronic communications—emails, text messages, Timmons Group PLL Portal updates, and CitySourced app notifications. The collaborative workflow will drastically reduce plan review times. It will also eliminate confusion caused by multiple plan sets and will help keep applicants informed on the status of their project Because the integrated solution is built on the foundation of ArcGIS, city staff will be able to make fact -based decisions much more quickly and effectively. For example, city code requires that establishments applying for a liquor license be at least 1,000 feet away from any school. Thanks to GIS data, validating this requirement on a new application would take just seconds. "We wanted to give our employees effective tools for doing work when and where they need to," explained Van De Hey. "Our field staff will be able to spend 20 to 30 percent more time out in the field completing inspections, working code enforcement cases, and interacting with customers electronically* We've already been able to handle higher workload volumes with existing staffing levels thanks to the efficiencies of the integrated system." e Togher each of theses D best -of -breed solutions he Escondido enhance its levels of service, increase efficiencies, and zi improve communication. By putting the right technologies into the hands of their employees and residents, the City of Escondido is connecting people and processes to build a vibrant, growing community, Lou Garcia is a Principal at Timmons Group. Contact him at louis.garcia timmons,com ............... . ....... ........... ..... I .... - ....... . ... - ...... 1- .......... . 821Page TIMMONS GROUP YOUR VISION ACHiFVFD THROUGH OURS CERTIFICATE OF INTERESTED PARTIES FORM 1295 10fl Complete Nos,, l - 4 and 6 if there are interested parties. OFFICE USE ONLY Complete Nos, 1, 2, 3, 5, and 6 if there are no interested parties. CERTIFICATION OF FILING 1 Name of business entity filing form, and the city, state and country of the business entity's place Certificate Number: of business. 2021w758668 Timmons Group Richmond, VA United States Date Filed: 2 Name of governmental entity or state agency that is a party to the contract for which the form is 05/27/2021 being filed. City of Round Rock Date Acknowledged: g Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. 000000 Cityworks Permit, Licensing and Land (PLL) Software 4 Name of Interested Party City, State, Country (place of business) Nature of interest (check applicable) Controlling Intermediary Doherty, Vince Richmond, VA United States X Trapp, Paul Richmond, VA United States X Davey, Timothy Richmond, VA United States X Bortell, Brian Richmond, VA United States X 5 Check only if there is NO Interested Party. ❑ 6 UNSWORN DECLARATION My name is Vince Doherty ,and my date ofbi h is 11w19e1973 any is 1001 Boudlers Parkway Suite 300 Richmond VA 23225 USA (street) (city) (state) (zip code) (country) I declare under penalty of perjury that the foregoing is true and correct. executed in Chesterfield County, State of VA , on the 27 day of May , 2p 21 (month) (year) Signature of authorized agent of contracting business entity (Declarant) Forms provided by Texas Ethics Commission www,ethics.statetx,us version vi.i.cenagua CERTIFICATE OF INTERESTED PARTIES FORM 1295 10fl Complete Nos. l - 4 and 6 if there are interested parties. OFFICE USE ONLY Complete Nos, 1, 21 3, 5, and 6 if there are no interested parties. CERTIFICATION OF FILING 1 Name of business entity filing form, and the city, state and country of the business entity's place Certificate Number: of business. 2021-758668 Timmons Group Richmond, VA United States Date Filed: 2 Name of governmental entity or state -- agency that is a party to the contract for which the form is 05/27/2021 being filed. City of Round Rock Date Acknowledged: 06/04/2021 g Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. 000000 Cityworks Permit, Licensing and Land (PLL) Software 4 Name of Interested Party City,State, Countrylace of business) IP Nature of interest applicable) Controlling Intermediary Doherty, Vince Richmond, VA United States X Trapp, Paul Richmond, VA United States X Davey, Timothy Richmond, VA United States X Bortell, Brian Richmond, VA United States X 5 Check only if there is NO Interested Party. ❑ 6 UNSWORN DECLARATION My name is ,and my date of birth is My address is �1 - �1 (street) (city) (state) (zip code) (country) declare under penalty of perjury that the foregoing is true and correct. Executed in County, State of , on the day of , 20� (month) (year) Signature of authorized agent of contracting business entity (Declarant) Forms provided by Texas Ethics Commission www,eth-ics.statetx.us version v:L,:Lcenavt5a