7804-002 - Contract Executed
Docusign City Council Transmittal Coversheet
File Name
Purchasing Contact
City Council Target Date
Piggy Back Option
Contract Expiration
Ordinance
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
Not Applicable
Conversion of Geometric Network to
Utility Network
Christa Christian
7804-002PSA
N/A
OCTOBER 18, 2022
22-2050
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 1 of 21
CITY OF DENTON, TEXAS
STANDARD AGREEMENT FOR ENGINEERING RELATED PROFESSIONAL
SERVICES
(7804-002 Conversion of Geometric Network to Utility Network)
This AGREEMENT is between the City of Denton, a Texas home-rule municipality
("CITY"), and Power Engineers, Inc., with its corporate office at 3940 Glenbrook Drive,
Hailey, ID 83333 and authorized to do business in Texas, ("ENGINEER"), for a PROJECT
generally described as: Conversion of Geometric Network to Utility Network (the
"PROJECT").
SECTION 1
Scope of Services
A. The CITY hereby agrees to retain the ENGINEER, and the ENGINEER hereby agrees
to perform, professional engineering services set forth in the Scope of Work
attached hereto as Attachment A. These services shall be performed in connection
with the PROJECT.
B. Additional services, if any, will be requested in writing by the CITY. CITY shall not
pay for any work performed by ENGINEER or its consultants, subcontractors and/or
suppliers that has not been ordered in advance and in writing. It is specifically
agreed that ENGINEER shall not be compensated for any additional work resulting
from oral orders of any person.
SECTION 2
Compensation and Term of Agreement
A. The ENGINEER shall be compensated for all services provided pursuant to this
AGREEMENT in an amount not to exceed $1,815,181 in the manner and in
accordance with the fee schedule as set forth in Attachment A. Payment shall be
considered full compensation for all labor, materials, supplies, and equipment
necessary to complete the services described in Attachment A.
B. Unless otherwise terminated pursuant to Section 6. D. herein, this AGREEMENT shall
be for a term beginning upon the effective date, as described below, and shall continue
for a period which may reasonably be required for the completion of the PROJECT,
until the expiration of the funds, or completion of the PROJECT and acceptance by the
CITY, whichever occurs first. ENGINEER shall proceed diligently with the PROJECT to
completion as described in the PROJECT schedule as set forth in Attachment A.
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 2 of 21
SECTION 3
Terms of Payment
Payments to the ENGINEER will be made as follows:
A. Invoice and Payment
(1) The Engineer shall provide the City sufficient documentation, including but not
limited to meeting the requirements set forth in the PROJECT schedule as set
forth in Attachment A to reasonably substantiate the invoices.
(2) The ENGINEER will issue monthly invoices for all work performed under this
AGREEMENT. Invoices for the uncontested performance of the particular
services are due and payable within 30 days of receipt by City.
(3) Upon completion of services enumerated in Section 1, the final payment of any
balance for the uncontested performance of the services will be due within 30
days of receipt of the final invoice.
(4) In the event of a disputed or contested billing, only that portion so contested will
be withheld from payment, and the undisputed portion will be paid. The CITY
will exercise reasonableness in contesting any bill or portion thereof. No
interest will accrue on any contested portion of the billing until mutually resolved.
(5) If the CITY fails to make payment in full to ENGINEER for billings contested in
good faith within 60 days of the amount due, the ENGINEER may, after giving 7
days' written notice to CITY, suspend services under this AGREEMENT until
paid in full. In the event of suspension of services, the ENGINEER shall have
no liability to CITY for delays or damages caused the CITY because of such
suspension of services.
SECTION 4
Obligations of the Engineer
A. General
The ENGINEER will serve as the CITY's professional engineering representative under
this AGREEMENT, providing professional engineering consultation and advice and
furnishing customary services incidental thereto.
B. Standard of Care
The ENGINEER shall perform its services:
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 3 of 21
(1) with the professional skill and care ordinarily provided by competent engineers
practicing in the same or similar locality and under the same or similar
circumstances and professional license; and
(2) as expeditiously as is prudent considering the ordinary professional skill and
care of a competent engineer.
C. Subsurface Investigations
(1) The ENGINEER shall advise the CITY with regard to the necessity for
subcontract work such as special surveys, tests, test borings, or other
subsurface investigations in connection with design and engineering work to be
performed hereunder. The ENGINEER shall also advise the CITY concerning
the results of same. Such surveys, tests, and investigations shall be furnished
by the CITY, unless otherwise specified in Attachment A.
(2) In soils, foundation, groundwater, and other subsurface investigations, the
actual characteristics may vary significantly between successive test points and
sample intervals and at locations other than where observations, exploration,
and investigations have been made. Because of the inherent uncertainties in
subsurface evaluations, changed or unanticipated underground conditions may
occur that could affect the total PROJECT cost and/or execution. These
conditions and cost/execution effects are not the responsibility of the
ENGINEER.
D. Preparation of Engineering Drawings
The ENGINEER will provide to the CITY the original drawings of all plans in ink on
reproducible mylar sheets and electronic files in .pdf format, or as otherwise approved by
CITY, which shall become the property of the CITY. CITY may use such drawings in any
manner it desires; provided, however, that the ENGINEER shall not be liable for the use of
such drawings for any project other than the PROJECT described herein.
The tangible work product, including but not limited to requirements documents,
reports, code, or other deliverables (the “Deliverables”) first developed, created,
or produced by ENGINEER and required to be delivered to CITY pursuant to this
AGREEMENT shall become the property of CITY upon the later of: i) delivery of
such Deliverables to CITY or, ii.) receipt of payment by ENGINEER for the
Deliverables. Notwithstanding the above, ENGINEER shall have unlimited rights
in such Deliverables, to the extent such Deliverables do not contain the
proprietary information of CITY, which rights shall include the right to use,
duplicate or disclose the Deliverables in whole or in part, in any manner and for
any purpose whatsoever, and to permit others to do so. All information and
material which is owned by ENGINEER and used by ENGINEER in the
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 4 of 21
performance of this AGREEMENT shall remain the exclusive property of
ENGINEER whether or not such information or material was incorporated in,
adapted for use in, or used to produce any Deliverables delivered under this
AGREEMENT, unless otherwise specified in an individual Task Order.
E. Engineer's Personnel at Construction Site
(1) The presence or duties of the ENGINEER's personnel at a construction site,
whether as on-site representatives or otherwise, do not make the ENGINEER or
its personnel in any way responsible for those duties that belong to the CITY
and/or the CITY's construction contractors or other entities, and do not relieve
the construction contractors or any other entity of their obligations, duties, and
responsibilities, including, but not limited to, all construction methods, means,
techniques, sequences, and procedures necessary for coordinating and
completing all portions of the construction work in accordance with the
AGREEMENT Documents and any health or safety precautions required by
such construction work. The ENGINEER and its personnel have no authority to
exercise any control over any construction contractor or other entity or their
employees in connection with their work or any health or safety precautions.
(2) Except to the extent of specific site visits expressly detailed and set forth in
Attachment A, the ENGINEER or its personnel shall have no obligation or
responsibility to visit the construction site to become familiar with the progress
or quality of the completed work on the PROJECT or to determine, in general, if
the work on the PROJECT is being performed in a manner indicating that the
PROJECT, when completed, will be in accordance with the AGREEMENT
Documents, nor shall anything in the AGREEMENT Documents or this
AGREEMENT between CITY and ENGINEER be construed as requiring
ENGINEER to make exhaustive or continuous on-site inspections to discover
latent defects in the work or otherwise check the quality or quantity of the work
on the PROJECT. If the ENGINEER makes on-site observation(s) of a
deviation from the AGREEMENT Documents, the ENGINEER shall inform the
CITY.
(3) When professional certification of performance or characteristics of materials,
systems or equipment is reasonably required to perform the services set forth in
the Scope of Services, the ENGINEER shall be entitled to rely upon such
certification to establish materials, systems or equipment and performance
criteria to be required in the AGREEMENT Documents.
F. Opinions of Probable Cost, Financial Considerations, and Schedules
(1) The ENGINEER shall provide opinions of probable costs based on the current
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 5 of 21
available information at the time of preparation, in accordance with
Attachment A.
(2) In providing opinions of cost, financial analyses, economic feasibility projections,
and schedules for the PROJECT, the ENGINEER has no control over cost or
price of labor and materials; unknown or latent conditions of existing equipment
or structures that may affect operation or maintenance costs; competitive
bidding procedures and market conditions; time or quality of performance by
third parties; quality, type, management, or direction of operating personnel; and
other economic and operational factors that may materially affect the ultimate
PROJECT cost or schedule. Therefore, the ENGINEER makes no warranty
that the CITY's actual PROJECT costs, financial aspects, economic feasibility,
or schedules will not vary from the ENGINEER's opinions, analyses, projections,
or estimates.
G. Construction Progress Payments
Recommendations by the ENGINEER to the CITY for periodic construction progress
payments to the construction contractor will be based on the ENGINEER's knowledge,
information, and belief from selective sampling and observation that the work has
progressed to the point indicated. Such recommendations do not represent that
continuous or detailed examinations have been made by the ENGINEER to ascertain that
the construction contractor has completed the work in exact accordance with the
AGREEMENT Documents; that the final work will be acceptable in all respects; that the
ENGINEER has made an examination to ascertain how or for what purpose the
construction contractor has used the moneys paid; that title to any of the work, materials,
or equipment has passed to the CITY free and clear of liens, claims, security interests, or
encumbrances; or that there are not other matters at issue between the CITY and the
construction contractor that affect the amount that should be paid.
H. Record Drawings
Record drawings, if required, will be prepared, in part, on the basis of information compiled
and furnished by others, and may not always represent the exact location, type of various
components, or exact manner in which the PROJECT was finally constructed. The
ENGINEER is not responsible for any errors or omissions in the information from others
that is incorporated into the record drawings.
I. Right to Audit
(1) ENGINEER agrees that the CITY shall, until the expiration of five (5) years after
final payment under this AGREEMENT, have access to and the right to
examine and photocopy any directly pertinent books, documents, papers and
records of the ENGINEER involving transactions relating to this AGREEMENT.
ENGINEER agrees that the CITY shall have access during normal working
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 6 of 21
hours to all necessary ENGINEER facilities and shall be provided adequate and
appropriate work space in order to conduct audits in compliance with the
provisions of this section. The CITY shall give ENGINEER reasonable advance
notice of intended audits.
(2) ENGINEER further agrees to include in all its subconsultant agreements
hereunder a provision to the effect that the subconsultant agrees that the CITY
shall, until the expiration of five (5) years after final payment under the
subcontract, have access to and the right to examine and photocopy any
directly pertinent books, documents, papers and records of such subconsultant,
involving transactions to the subcontract, and further, that the CITY shall have
access during normal working hours to all subconsultant facilities, and shall be
provided adequate and appropriate work space, in order to conduct audits in
compliance with the provisions of this section together with subsection (3)
hereof. CITY shall give subconsultant reasonable advance notice of intended
audits.
(3) ENGINEER and subconsultant agree to photocopy such documents as may be
requested by the CITY. The CITY agrees to reimburse ENGINEER for the cost
of copies at the rate published in the Texas Administrative Code in effect as of
the time copying is performed.
J. INSURANCE
(1) ENGINEER’S INSURANCE
a. Commercial General Liability – the ENGINEER shall maintain
commercial general liability (CGL) and, if necessary, commercial
umbrella insurance with a limit $1,000,000.00 per each occurrence with a
$2,000,000.00 aggregate. If such Commercial General Liability insurance
contains a general aggregate limit, it shall apply separately to this
PROJECT or location.
i. The CITY shall be included as an additional insured with all rights
of defense under the CGL, using ISO additional insured
endorsement or a substitute providing equivalent coverage, and
under the commercial umbrella, if any. This insurance shall apply
as primary insurance with respect to any other insurance or self-
insurance programs afforded to the CITY. The Commercial
General Liability insurance policy shall have no exclusions or
endorsements that would alter or nullify: premises/operations,
products/completed operations, contractual, personal injury, or
advertising injury, which are normally contained within the policy,
unless the CITY specifically approves such exclusions in writing.
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 7 of 21
ii. ENGINEER waives all rights against the CITY and its agents,
officers, directors and employees for recovery of damages to the
extent these damages are covered by the commercial general
liability or commercial umbrella liability insurance maintained in
accordance with this AGREEMENT.
b. Business Auto – the ENGINEER shall maintain business auto liability
and, if necessary, commercial umbrella liability insurance with a limit of
$1,000,000 each accident. Such insurance shall cover liability arising out
of “any auto”, including owned, hired, and non-owned autos, when said
vehicle is used in the course of the PROJECT. If the engineer owns no
vehicles, coverage for hired or non-owned is acceptable.
i. ENGINEER waives all rights against the CITY and its agents,
officers, directors and employees for recovery of damages to the
extent these damages are covered by the business auto liability or
commercial umbrella liability insurance obtained by ENGINEER
pursuant to this AGREEMENT or under any applicable auto
physical damage coverage.
c. Workers’ Compensation – ENGINEER shall maintain workers
compensation and employers liability insurance and, if necessary,
commercial umbrella liability insurance with a limit of $100,000.00 each
accident for bodily injury by accident or $100,000.00 each employee for
bodily injury by disease, with $500,000.00 policy limit.
i. ENGINEER waives all rights against the CITY and its agents,
officers, directors and employees for recovery of damages to the
extent these damages are covered by workers compensation and
employer’s liability or commercial umbrella insurance obtained by
ENGINEER pursuant to this AGREEMENT.
d. Professional Liability – ENGINEER shall maintain professional liability, a
claims-made policy, with a minimum of $1,000,000.00 per claim and
aggregate. The policy shall contain a retroactive date prior to the date of
the AGREEMENT or the first date of services to be performed,
whichever is earlier. Coverage shall be maintained for a period of 5 years
following the completion of the services provided. An annual certificate of
insurance specifically referencing this PROJECT shall be submitted to
the CITY for each year following completion services.
(2) GENERAL INSURANCE REQUIREMENTS
a. Certificates of insurance evidencing that the ENGINEER has obtained all
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 8 of 21
required insurance shall be attached to this AGREEMENT prior to its
execution.
b. Applicable policies shall be endorsed to name the CITY an Additional
Insured thereon, subject to any defense provided by the policy, as its
interests may appear. The term CITY shall include its employees,
officers, officials, agents, and volunteers as respects the contracted
services.
c. Certificate(s) of insurance shall document that insurance coverage
specified in this AGREEMENT are provided under applicable policies
documented thereon.
d. Any failure on part of the CITY to attach the required insurance
documentation hereto shall not constitute a waiver of the insurance
requirements.
e. A minimum of thirty (30) days notice of cancellation or material change in
coverage shall be provided to the CITY. A ten (10) days notice shall be
acceptable in the event of non-payment of premium. Notice shall be sent
to the respective Department Director (by name), City of Denton, 901
Texas Street, Denton, Texas 76209.
f. Insurers for all policies must be authorized to do business in the State of
Texas and have a minimum rating of A:V or greater, in the current A.M.
Best Key Rating Guide or have reasonably equivalent financial strength
and solvency to the satisfaction of Risk Management.
g. Any deductible or self insured retention in excess of $25,000.00 that
would change or alter the requirements herein is subject to approval by
the CITY in writing, if coverage is not provided on a first-dollar basis. The
CITY, at it sole discretion, may consent to alternative coverage
maintained through insurance pools or risk retention groups. Dedicated
financial resources or letters of credit may also be acceptable to the
CITY.
h. Applicable policies shall each be endorsed with a waiver of subrogation
in favor of the CITY as respects the PROJECT.
i. Lines of coverage, other than Professional Liability, underwritten on a
claims-made basis, shall contain a retroactive date coincident with or
prior to the date of the AGREEMENT. The certificate of insurance shall
state both the retroactive date and that the coverage is claims-made.
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City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 9 of 21
j. Coverages, whether written on an occurrence or claims-made basis,
shall be maintained without interruption nor restrictive modification or
changes from date of commencement of the PROJECT until final
payment and termination of any coverage required to be maintained after
final payments.
k. The CITY shall not be responsible for the direct payment of any
insurance premiums required by this AGREEMENT.
l. Sub consultants and subcontractors to/of the ENGINEER shall be
required by the ENGINEER to maintain the same or reasonably
equivalent insurance coverage as required for the ENGINEER. When
sub consultants/subcontractors maintain insurance coverage,
ENGINEER shall provide CITY with documentation thereof on a
certificate of insurance.
K. Independent Consultant
The ENGINEER agrees to perform all services as an independent consultant and not as a
subcontractor, agent, or employee of the CITY. The doctrine of respondeat superior
shall not apply.
L. Disclosure
The ENGINEER acknowledges to the CITY that it has made full disclosure in writing of
any existing conflicts of interest or potential conflicts of interest, including personal financial
interest, direct or indirect, in property abutting the proposed PROJECT and business
relationships with abutting property cities. The ENGINEER further acknowledges that it will
make disclosure in writing of any conflicts of interest that develop subsequent to the
signing of this AGREEMENT and prior to final payment under the AGREEMENT.
M. Asbestos or Hazardous Substances
(1) If asbestos or hazardous substances in any form are encountered or suspected,
the ENGINEER will stop its own work in the affected portions of the PROJECT
to permit testing and evaluation.
(2) If asbestos or other hazardous substances are suspected, the CITY may
request the ENGINEER to assist in obtaining the services of a qualified
subcontractor to manage the remediation activities of the PROJECT.
N. Permitting Authorities - Design Changes
If permitting authorities require design changes so as to comply with published design
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 10 of 21
criteria and/or current engineering practice standards which the ENGINEER should have
been aware of at the time this AGREEMENT was executed, the ENGINEER shall revise
plans and specifications, as required, at its own cost and expense. However, if design
changes are required due to the changes in the permitting authorities' published design
criteria and/or practice standards criteria which are published after the date of this
AGREEMENT which the ENGINEER could not have been reasonably aware of, the
ENGINEER shall notify the CITY of such changes and an adjustment in compensation will
be made through an amendment to this AGREEMENT.
O. Schedule
ENGINEER shall manage the PROJECT in accordance with the schedule developed per
Attachment A to this AGREEMENT.
P. Equal Opportunity
(1) Equal Employment Opportunity: ENGINEER and ENGINEER’s agents
shall engage in any discriminatory employment practice. No person shall, on
the grounds of race, sex, sexual orientation, age, disability, creed, color, genetic
testing, or national origin, be refused the benefits of, or be otherwise subjected
to discrimination under any activities resulting from this AGREEMENT.
(2) Americans with Disabilities Act (ADA) Compliance: ENGINEER and
ENGINEER’s agents shall not engage in any discriminatory employment
practice against individuals with disabilities as defined in the ADA.
Q. Dispute Resolution
The Parties shall attempt in good faith to resolve any dispute arising out of or
relating to these Terms, or any breach hereof or any Services performed
hereunder, promptly by negotiation between executives who have authority to
settle the controversy. Any Party may give the other Party written notice of any
dispute not resolved during the normal course of business. Within thirty (30) days
after delivery of the initial notice, the executives of both Parties shall meet at a
mutually acceptable time and place and use good faith efforts to resolve the
dispute. If the dispute is not then resolved, either Party may give the other written
notice that these executive negotiations are concluded. As allowed by the laws of
the State of Texas and without waiving any applicable immunity, negotiations
pursuant to this Section shall be confidential and shall be treated as compromise
and settlement negotiations for purposes of law and rules of evidence. Time
requirements herein may be modified upon mutual written consent of the Parties.
In the event that the Parties are unable to settle the dispute through direct
negotiations as set forth above, all remaining controversies or claims shall then
be submitted to mediation within ten (10) days from written notice of concluded
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City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
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negotiations and following the Commercial Mediation Rules published by the
American Arbitration Association. Unless the Parties agree otherwise, mediation
shall be held in Denton County, Texas. This agreement to mediate and any other
agreement or consent to mediate entered into in accordance with this Agreement
shall be specifically enforceable under the prevailing law of any court having
jurisdiction.
Notice of the demand for mediation shall be filed in writing with the other Party to
this Agreement. The demand for mediation shall be made within a reasonable
time after the claim, dispute or other matter in question has arisen, and in no
event shall it be made after the date when institution of legal or equitable
proceedings based on such claim, dispute or other matter in question would be
barred by the applicable statute of limitations. The Parties shall mutually agree
on any such mediator and share equally the costs and fees of the mediator. Each
Party shall pay its own costs and attorneys’ fees incurred in mediation or any
subsequent litigation
R. Limitation of Liability
Notwithstanding any other provision of this AGREEMENT to the contrary, the
liability of either party and to all entities having contractual relations with either
party in connection with this AGREEMENT, for any claim whatsoever related to
this AGREEMENT, including any cause of action in contract, tort or strict liability,
and including any obligations to indemnify the other party as set forth in this
AGREEMENT, shall not exceed the value of the total compensation received by
ENGINEER under this AGREEMENT.
Neither ENGINEER/CITY nor either party’s suppliers, agents, officers, and
directors shall have any liability regardless of the theory of recovery, including
breach of contract or negligence, to the other party or any other person or entity
for any indirect, incidental, special, or consequential damages, cost or expense
whatsoever, including but not limited to loss of revenue or profit, whether actual
or anticipated, loss of use, failure to realize anticipated savings, loss of or
damage to data or other commercial or economic loss. This waiver of
consequential damages is made regardless that (i) either party has been advised
of the possibility of such damages and (ii) that such damages may be
foreseeable.
S. Warranties
Within thirty (30) days from the date of providing any service hereunder, should
such service be found to be defective by the CITY, CITY shall identify the nature
of such deficiency in writing and ENGINEER shall have thirty (30) days from the
date of receipt of such notice to correct, re-perform or replace the defective
services or item.
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 12 of 21
SECTION 5
Obligations of the City
A. City-Furnished Data
ENGINEER may rely upon the accuracy, timeliness, and completeness of the information
provided by the CITY.
B. Access to Facilities and Property
The CITY will make its facilities accessible to the ENGINEER as required for the
ENGINEER's performance of its services. The CITY will perform, at no cost to the
ENGINEER, such tests of equipment, machinery, pipelines, and other components of the
CITY's facilities as may be required in connection with the ENGINEER's services. The
CITY will be responsible for all acts of the CITY's personnel.
C. Advertisements, Permits, and Access
Unless otherwise agreed to in the Scope of Services, the CITY will obtain, arrange, and
pay for all advertisements for bids; permits and licenses required by local, state, or federal
authorities; and land, easements, rights-of-way, and access necessary for the
ENGINEER's services or PROJECT construction.
D. Timely Review
The CITY will examine the ENGINEER's studies, reports, sketches, drawings,
specifications, proposals, and other documents; obtain advice of an attorney, insurance
counselor, accountant, auditor, bond and financial advisors, and other consultants as the
CITY deems appropriate; and render in writing decisions required by the CITY in a timely
manner in accordance with the PROJECT schedule prepared in accordance with
Attachment A.
E. Prompt Notice
The CITY will give prompt written notice to the ENGINEER whenever CITY observes or
becomes aware of any development that affects the scope or timing of the ENGINEER's
services or of any defect in the work of the ENGINEER or construction contractors.
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
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F. Asbestos or Hazardous Substances Release.
(1) CITY acknowledges ENGINEER will perform part of the work at CITY's
facilities that may contain hazardous materials, including asbestos containing
materials, or conditions, and that ENGINEER had no prior role in the
generation, treatment, storage, or disposition of such materials. In
consideration of the associated risks that may give rise to claims by third
parties or employees of City, City hereby releases ENGINEER from any
damage or liability related to the presence of such materials.
(2) The release required above shall not apply in the event the discharge, release
or escape of hazardous substances, contaminants, or asbestos is a result of
ENGINEER’s negligence or if ENGINEER brings such hazardous substance,
contaminant or asbestos onto the PROJECT.
G. Contractor Indemnification and Claims
The CITY agrees to include in all construction contracts the provisions of Article IV.E.
regarding the ENGINEER's Personnel at Construction Site, and provisions providing for
contractor indemnification of the CITY and the ENGINEER for contractor's negligence.
H. Contractor Claims and Third-Party Beneficiaries
(1) The CITY agrees to include the following clause in all contracts with
construction contractors and equipment or materials suppliers:
"Contractors, subcontractors and equipment and materials
suppliers on the PROJECT, or their sureties, shall maintain no
direct action against the ENGINEER, its officers, employees, and
subcontractors, for any claim arising out of, in connection with, or
resulting from the engineering services performed. Only the CITY
will be the beneficiary of any undertaking by the ENGINEER."
(2) This AGREEMENT gives no rights or benefits to anyone other than the CITY
and the ENGINEER and there are no third-party beneficiaries.
(3) The CITY will include in each agreement it enters into with any other entity or
person regarding the PROJECT a provision that such entity or person shall
have no third-party beneficiary rights under this AGREEMENT.
(4) Nothing contained in this Section H. shall be construed as a waiver of any right
the CITY has to bring a claim against ENGINEER.
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 14 of 21
I. CITY's Insurance
(1) The CITY may maintain property insurance on certain pre-existing structures
associated with the PROJECT.
(2) The CITY may secure Builders Risk/Installation insurance at the replacement
cost value of the PROJECT. The CITY may provide ENGINEER a copy of the
policy or documentation of such on a certificate of insurance.
J. Litigation Assistance
The Scope of Services does not include costs of the ENGINEER for required or requested
assistance to support, prepare, document, bring, defend, or assist in litigation undertaken
or defended by the CITY. In the event CITY requests such services of the ENGINEER, this
AGREEMENT shall be amended or a separate agreement will be negotiated between the
parties.
K. Changes
The CITY may make or approve changes within the general Scope of Services in this
AGREEMENT. If such changes affect the ENGINEER's cost of or time required for
performance of the services, an equitable adjustment will be made through an amendment
to this AGREEMENT with appropriate CITY approval.
SECTION 6
General Legal Provisions
A. Authorization to Proceed
ENGINEER shall be authorized to proceed with this AGREEMENT upon receipt of a
written Notice to Proceed from the CITY.
B. Reuse of Project Documents
All designs, drawings, specifications, documents, and other work products of the
ENGINEER, whether in hard copy or in electronic form, are instruments of service for this
PROJECT, whether the PROJECT is completed or not. Reuse, change, or alteration by
the CITY or by others acting through or on behalf of the CITY of any such instruments of
service without the written permission of the ENGINEER will be at the CITY's sole risk.
The CITY shall own the final designs, drawings, specifications and documents.
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 15 of 21
C. Force Majeure
The ENGINEER is not responsible for damages or delay in performance caused by acts of
God, strikes, lockouts, accidents, or other events beyond the control of the ENGINEER
that prevent ENGINEER’s performance of its obligations hereunder.
D. Termination
(1) This AGREEMENT may be terminated:
a. by the City for its convenience upon 30 days' written notice to
ENGINEER.
b. by either the CITY or the ENGINEER for cause if either party fails
substantially to perform through no fault of the other and the
nonperforming party does not commence correction of such
nonperformance within 5 days’ written notice or thereafter fails to
diligently complete the correction.
(2) If this AGREEMENT is terminated for the convenience of the City, the
ENGINEER will be paid for termination expenses as follows:
a. Cost of reproduction of partial or complete studies, plans, specifications
or other forms of ENGINEER'S work product;
b. Out-of-pocket expenses for purchasing electronic data files and other
data storage supplies or services;
c. The time requirements for the ENGINEER'S personnel to document the
work underway at the time of the CITY'S termination for convenience so
that the work effort is suitable for long time storage.
(3) Prior to proceeding with termination services, the ENGINEER will submit to the
CITY an itemized statement of all termination expenses. The CITY'S approval
will be obtained in writing prior to proceeding with termination services.
E. Suspension, Delay, or Interruption to Work
The CITY may suspend, delay, or interrupt the services of the ENGINEER for the
convenience of the CITY. In the event of such suspension, delay, or interruption, an
equitable adjustment in the PROJECT's schedule, commitment and cost of the
ENGINEER's personnel and subcontractors, and ENGINEER's compensation will be
made.
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 16 of 21
F. Indemnification
IN ACCORDANCE WITH TEXAS LOCAL GOVERNMENT CODE SECTION 271.904,
THE ENGINEER SHALL INDEMNIFY OR HOLD HARMLESS THE CITY AGAINST
LIABILITY FOR ANY DAMAGE COMMITTED BY THE ENGINEER OR ENGINEER’S
AGENT, CONSULTANT UNDER CONTRACT, OR ANOTHER ENTITY OVER WHICH
THE ENGINEER EXERCISES CONTROL TO THE EXTENT THAT THE DAMAGE IS
CAUSED BY OR RESULTING FROM AN ACT OF NEGLIGENCE, INTENTIONAL
TORT, INTELLECTUAL PROPERTY INFRINGEMENT, OR FAILURE TO PAY A
SUBCONTRACTOR OR SUPPLIER. CITY IS ENTITLED TO RECOVER ITS
REASONABLE ATTORNEY’S FEES IN PROPORTION TO THE ENGINEER’S
LIABILITY.
G. Assignment
Neither party shall assign all or any part of this AGREEMENT without the prior written
consent of the other party.
H. Jurisdiction
The law of the State of Texas shall govern the validity of this AGREEMENT, its
interpretation and performance, and any other claims related to it. The venue for any
litigation related to this AGREEMENT shall be Denton County, Texas.
I. Severability and Survival
If any of the provisions contained in this AGREEMENT are held for any reason to be
invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability
will not affect any other provision, and this AGREEMENT shall be construed as if such
invalid, illegal, or unenforceable provision had never been contained herein. Sections 5.F.,
6.B., 6.D., 6.F., 6.H., and 6.I. shall survive termination of this AGREEMENT for any cause.
J. Observe and Comply
ENGINEER shall at all times observe and comply with all federal and State laws and
regulations and with all City ordinances and regulations which in any way affect this
AGREEMENT and the work hereunder, and shall observe and comply with all orders, laws
ordinances and regulations which may exist or may be enacted later by governing bodies
having jurisdiction or authority for such enactment. No plea of misunderstanding or
ignorance thereof shall be considered. ENGINEER AGREES TO, INDEMNIFY AND
HOLD HARMLESS CITY AND ALL OF ITS OFFICERS, AGENTS AND EMPLOYEES
FROM AND AGAINST ALL CLAIMS OR LIABILITY ARISING OUT OF THE
NEGLIGENT ACTS OR OMISSIONS IN VIOLATION OF ANY SUCH ORDER, LAW,
ORDINANCE, OR REGULATION, WHETHER IT BE BY ITSELF OR ITS EMPLOYEES.
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 17 of 21
K. Immigration Nationality Act
ENGINEER shall verify the identity and employment eligibility of its employees who
perform work under this AGREEMENT, including completing the Employment Eligibility
Verification Form (I-9). Upon request by CITY, ENGINEER shall provide CITY with
copies of all I-9 forms and supporting eligibility documentation for each employee who
performs work under this AGREEMENT. ENGINEER shall adhere to all Federal and
State laws as well as establish appropriate procedures and controls so that no services
will be performed by any ENGINEER employee who is not legally eligible to perform
such services. ENGINEER SHALL INDEMNIFY CITY AND HOLD CITY HARMLESS
FROM ANY PENALTIES, LIABILITIES, OR LOSSES DUE TO VIOLATIONS OF THIS
PARAGRAPH BY ENGINEER, ENGINEER’S EMPLOYEES, SUBCONTRACTORS,
AGENTS, OR LICENSEES. CITY, upon written notice to ENGINEER, shall have the
right to immediately terminate this AGREEMENT for violations of this provision by
ENGINEER.
L. Prohibition On Contracts With Companies Boycotting Israel
Engineer acknowledges that in accordance with Chapter 2271 of the Texas
Government Code, City is prohibited from entering into a contract with a company for
goods or services unless the contract contains a written verification from the company
that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the
contract. The terms “boycott Israel” and “company” shall have the meanings ascribed to
those terms in Section 808.001 of the Texas Government Code. By signing this
agreement, Engineer certifies that Engineer’s signature provides written
verification to the City that Engineer: (1) does not boycott Israel; and (2) will not
boycott Israel during the term of the agreement. Failure to meet or maintain the
requirements under this provision will be considered a material breach.
M. Prohibition On Contracts With Companies Doing Business with Iran, Sudan, or
a Foreign Terrorist Organization
Sections 2252 and 2270 of the Texas Government Code restricts CITY from contracting
with companies that do business with Iran, Sudan, or a foreign terrorist organization.
By signing this agreement, Engineer certifies that Engineer’s signature provides
written verification to the City that Engineer, pursuant to Chapters 2252 and 2270,
is not ineligible to enter into this agreement and will not become ineligible to
receive payments under this agreement by doing business with Iran, Sudan, or a
foreign terrorist organization. Failure to meet or maintain the requirements under this
provision will be considered a material breach.
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 18 of 21
N. Prohibition on Contracts with Companies Boycotting Certain Energy
Companies
Engineer acknowledges that in accordance with Chapter 2274 of the Texas
Government Code, City is prohibited from entering into a contract with a company for
goods or services unless the contract contains written verification from the company
that it (1) does not boycott energy companies; and (2) will not boycott energy
companies during the term of the contract. The terms “boycott energy company” and
“company” shall have the meanings ascribed to those terms in Section 809.001 of the
Texas Government Code. By signing this agreement, Engineer certifies that
Engineer’s signature provides written verification to the City that Engineer: (1)
does not boycott energy companies; and (2) will not boycott energy companies
during the term of the agreement. Failure to meet or maintain the requirements
under this provision will be considered a material breach.
O. Prohibition on Contracts with Companies Boycotting Certain Firearm Entities
and Firearm Trade Associations
Engineer acknowledges that in accordance with Chapter 2274 of the Texas
Government Code, City is prohibited from entering into a contract with a company for
goods or services unless the contract contains written verification from the company
that it (1) does not have a practice, policy, guidance, or directive that discriminates
against a firearm entity or firearm trade association; and (2) will not discriminate during
the term of the contract against a firearm entity or firearm trade association. The terms
“discriminate against a firearm entity or firearm trade association,” “firearm entity” and
“firearm trade association” shall have the meanings ascribed to those terms in Chapter
2274 of the Texas Government Code. By signing this agreement, Engineer certifies
that Engineer’s signature provides written verification to the City that Engineer:
(1) does not have a practice, policy, guidance, or directive that discriminates
against a firearm entity or firearm trade association; and (2) will not discriminate
during the term of the contract against a firearm entity or firearm trade
association. Failure to meet or maintain the requirements under this provision will be
considered a material breach.
P. Termination Right for Contracts with Companies Doing Business with Certain
Foreign-Owned Companies
The City of Denton may terminate this Contract immediately without any further liability
if the City of Denton determines, in its sole judgment, that this Contract meets the
requirements under Chapter 2274, and Engineer is, or will be in the future, (i) owned by
or the majority of stock or other ownership interest of the company is held or controlled
by individuals who are citizens of China, Iran, North Korea, Russia, or other designated
country (ii) directly controlled by the Government of China, Iran, North Korea, Russia, or
other designated country, or (iii) is headquartered in China, Iran, North Korea, Russia,
or other designated country.
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 19 of 21
Q. Certificate of Interested Parties Electronic Filing
In 2015, the Texas Legislature adopted House Bill 1295, which added section 2252.908
of the Government Code. The law states that the City may not enter into this contract
unless the Contractor submits a disclosure of interested parties (Form 1295) to the City
at the time the Engineer submits the signed contract. The Texas Ethics Commission
has adopted rules requiring the business entity to file Form 1295 electronically with the
Commission.
Engineer will be required to furnish a Certificate of Interest Parties before the contract is
awarded, in accordance with Government Code 2252.908.
The contractor shall:
1. Log onto the State Ethics Commission Website at :
https://www.ethics.state.tx.us/filinginfo/1295/
2. Register utilizing the tutorial provided by the State
3. Print a copy of the completed Form 1295
4. Enter the Certificate Number on page 2 of this contract.
5. Complete and sign the Form 1295
6. Email the form to purchasing@cityofdenton.com with the contract number in the
subject line. (EX: Contract 1234 – Form 1295)
The City must acknowledge the receipt of the filed Form 1295 not later than the 30th
day after Council award. Once a Form 1295 is acknowledged, it will be posted to the
Texas Ethics Commission’s website within seven business days.
R. Prohibition Against Personal Interest In Contracts
No officer, employee, independent consultant, or elected official of the City who is
involved in the development, evaluation, or decision-making process of the performance
of any solicitation shall have a financial interest, direct or indirect, in the Contract
resulting from that solicitation as defined in the City’s Ethic Ordinance 18-757 and in the
City Charter chapter 2 article XI(Ethics). Any willful violation of this section shall
constitute impropriety in office, and any officer or employee guilty thereof shall be
subject to disciplinary action up to and including dismissal. Any violation of this
provision, with the knowledge, expressed or implied, of the Contractor shall render the
Contract voidable by the City. The Engineer shall complete and submit the City’s
Conflict of Interest Questionnaire.
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 20 of 21
S. Agreement Documents
This AGREEMENT, including its attachments and schedules, constitutes the entire
AGREEMENT, which supersedes all prior written or oral understandings, and may only be
changed by a written amendment executed by both parties. This AGREEMENT may be
executed in one or more counterparts and each counterpart shall, for all purposes, be
deemed an original, but all such counterparts shall together constitute but one and the
same instrument. The following attachments and schedules are hereby made a part of
this AGREEMENT:
Attachment A - Scope of Work
These documents make up the AGREEMENT documents and what is called for by one
shall be as binding as if called for by all. In the event of an inconsistency or conflict in
any of the provisions of the AGREEMENT documents, the inconsistency or conflict shall
be resolved by giving precedence first to the written AGREEMENT then to the
AGREEMENT documents in the order in which they are listed above.
The parties agree to transact business electronically. Any statutory requirements that
certain terms be in writing will be satisfied using electronic documents and signing.
Electronic signing of this document will be deemed an original for all legal purposes.
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
ATTACHMENT B - CONFLICT OF INTEREST FORM
City of Denton, Texas
Standard Agreement for Engineering Related Design Services
Revised Date: 3/22/22
Page 21 of 21
Duly executed by each party’s designated representative to be effective on
_____________________________.
ENGINEER
BY:______________________________
AUTHORIZED SIGNATURE
Printed Name:_____________________
Title:____________________________
__________________________________
PHONE NUMBER
_________________________________
EMAIL ADDRESS
___________________________________
TEXAS ETHICS COMMISSION
1295 CERTIFICATE NUMBER
CITY OF DENTON, TEXAS
BY: _____________________________
ATTEST:
ROSA RIOS, CITY SECRETARY
BY: _______________________________
APPROVED AS TO LEGAL FORM:
MACK REINWAND, CITY ATTORNEY
BY: _______________________________
THIS AGREEMENT HAS BEEN
BOTH REVIEWED AND APPROVED
as to financial and operational obligations
and business terms.
_______________ ________________
SIGNATURE PRINTED NAME
__________________________________
TITLE
__________________________________
DEPARTMENT
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
Holger Peller
2087880582
EVP Power Delivery
holger.peller@powereng.com
hpeller@powereng.com
DME General Manager
Antonio Puente
Electric
10/18/2022
2022-938303
Bill Hoisington
BUSINESS DEVELOPMENT MANAGER (920) 328 0821
bill.hoisington@powereng.com
Denton Municipal Electric
Geometric Network to Utility Network Migration
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697ATTACHMENT A
2022_1161: 096-127726 CITY OF DENTON, TX GN TO UN MIGRATION (2022-07-01) AK COVER LETTER 1
July 22, 2022
Jerry Looper
System Operations Manager
City of Denton Municipal Electric
901 B Texas St.
Denton, TX 76209
Subject: Geometric Network to Utility Network Migration
Dear Mr. Looper:
POWER Engineers, Incorporated (POWER) is pleased to submit our proposal to Denton Municipal
Electric (DME) for DME's Utility Network GIS Conversion project. As a Gold Esri business partner and
having assisted numerous utilities in transitioning to the Utility Network, POWER can provide the
necessary expertise to assist in the migration to the Utility Network.
»Proven Experience – We have completed dozens of Utility Network assessments using a proven
process for completing them effectively and efficiently for each client. POWER was the first
company to receive the Utility Network Management Specialty designation from Esri. We are
currently the only Esri business partner to have Utility Network Management Specialty designation
for electric, gas and water. This endorsement recognizes our expertise with utilities and the
implementation of solutions and services using the ArcGIS Utility Network Management Extension.
»Production Utility Network – POWER is one of a select few companies to complete full production
implementation of the Utility Network. We know what it takes to get a Utility Network project across
the finish line. We have completed full production Utility Network deployments for electric, gas and
water utilities.
»Known Resource – DME has worked with POWER in the past on successful GIS projects. POWER
and the DME have a negotiated contract that can be used for this project.
We appreciate the opportunity to present this proposal for your review. We look forward to working
with DME to assist with supporting the GIS. If you have any questions regarding our submittal, please
feel free to contact me at 1-920-328-0821 or bill.hoisington@powereng.com at your convenience.
Sincerely,
Bill Hoisington
Business Development Manager
WWW.POWERENG.COM
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
Contents
Cover Letter ............................................................................................................................ 1
Table of Contents ................................................................................................................... 2
Work Plan ............................................................................................................................ 1-1
Budget ................................................................................................................................. 2-1
Proposed Schedule .............................................................................................................. 3-1
Appendix A – Schneider Electric Proposal .......................................................................... A-1
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
2022_1161: 096-127726 CITY OF DENTON, TX GN TO UN MIGRATION (2022-07-01) AK WORK PLAN 1–1
PROJECT UNDERSTANDING
Denton Municipal Electric (DME) is seeking a Systems Integrator vendor for DME’s
migration from the ArcGIS Geometric Network (GN) to the ArcGIS Utility Network
(UN). This is for the complete electric distribution system modeled down to the
customer meter (overhead and underground) with subsequent post-migration tasks
of adding in the transmission and substation system data and installing ArcFM
Solution XI Series products.
DME’s current ArcGIS Enterprise 10.6.1 environment and ArcFM 10.6.1 will be kept in
place while the Utility Network is being implemented in a new environment. This will
ensure all current GIS system integrations, applications, and services across the DME
enterprise are kept intact without disruption while new system integrations are being
setup against a synced version of the UN data.
WHAT YOU GAIN WITH OUR WORK PLAN
POWER is using the scope of work provided by DME as the basis of the development
of this scope of work. We have provided our list of deliverable and clarifications for
project under the DME scope.
WORK BREAKDOWN SUMMARY
0. Project Management .............................................................................. 3
1. Change Management and User training .................................................. 4
1.1 Change Management ............................................................................................ 5
1.2 Training .................................................................................................................. 5
2. System Architecture Design and Tuning ................................................. 7
2.1 ArcGIS Enterprise System Health Check .............................................................. 8
2.2 ArcGIS Enterprise Architecture ............................................................................. 8
3. ArcGIS Enterprise System Implementation ............................................. 9
3.1 Install Test Environment ...................................................................................... 10
3.2 Validate Test Environment .................................................................................. 10
3.3 Install Production Environment ........................................................................... 10
3.4 Validate Production Environment ....................................................................... 10
3.5 On-Going ArcGIS Enterprise Support .................................................................. 10
1. Work Plan
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
2022_1161: 096-127726 CITY OF DENTON, TX GN TO UN MIGRATION (2022-07-01) AK WORK PLAN 1–2
4. Data Quality Assessment and Data Cleanup Support ............................. 11
4.1 Initial Data Mapping ............................................................................................. 12
4.2 Initial Data Conversion ........................................................................................ 12
4.3 Create QA/QC Display ......................................................................................... 12
4.4 Initial Topology Enable ........................................................................................ 12
4.5 Gap Analysis & Assessment Report ................................................................... 12
4.6 Source Data Cleanup ........................................................................................... 13
5. Database Design & Schema Mapping .................................................... 13
5.1 Extending the Data Model Workshop ................................................................. 14
6. Test Loads, Dirty Areas, Subnetworks, & Trace Testing ......................... 14
6.1 Update Initial Asset Package .............................................................................. 15
6.2 Load Data ............................................................................................................. 15
6.3 Create Utility Network File Geodatabase ............................................................ 15
6.4 Identify and Configure Subnetwork Controllers ................................................. 15
6.5 Assign Terminals ................................................................................................. 15
6.6 Update Subnetworks ........................................................................................... 16
7. Asset Package Creation & Enterprise Geodatabase Load ...................... 16
7.1 Export Asset Package ......................................................................................... 17
7.2 Stage & Apply Asset Package ............................................................................. 17
7.3 Enable Topology and Update Subnetworks ....................................................... 17
8. Geometric Network to Utility Network Migration and Data
Synchronization .................................................................................. 17
8.1 Develop Production Shadow UN ......................................................................... 18
8.2 Test Production Shadow UN ............................................................................... 18
8.3 Deploy Production Shadow UN ........................................................................... 18
9. Utility Network System Implementation ................................................ 19
9.1 Enable Version Management .............................................................................. 20
9.2 Configure and Publish Utility Network Feature Services ................................... 20
9.3 Configure Network Diagram Service .................................................................. 20
10. Incorporation of Transmission and Substation Data to Utility Network .. 20
10.1 Substation and Transmission Utility Network Design ....................................... 21
10.2 Substation and Transmission Utility Network Migration ................................... 22
10.2.1 Digitizing ............................................................................................................... 22
10.2.2 Shadow UN Setup ................................................................................................ 22
11. ArcFM Solution XI Series Installation and Configuration ....................... 22
12. Utility Network integrations .................................................................. 22
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
2022_1161: 096-127726 CITY OF DENTON, TX GN TO UN MIGRATION (2022-07-01) AK WORK PLAN 1–3
0. PROJECT MANAGEMENT
OBJECTIVES
» Kick off the project and provide planning, scheduling, organizing, monitoring, cost
control, reporting, and management of the individual tasks and subtasks required
for project completion. POWER will:
» Facilitate the Kickoff Meeting
• The DME and POWER project teams will meet to confer on the rules of
engagement and communication protocols.
• The goal is to establish the project personnel and their roles for the project
tasks and to make sure everyone is on the same page regarding the work
that will be done and the schedule/deadlines for all project tasks.
» Implement a plan of action to complete the work in an organized and timely
manner.
• This will include basic elements of a standard Project Management Plan
(PMP) including a communication plan and a risk management plan.
» Work with DME project management to ensure that any resourcing or scheduling
issues are handled in a timely manner that doesn’t impact the project schedule.
• This includes ensuring all key personnel are available and able to complete
their tasks during critical phases of the project.
• If any resourcing changes need to occur after project kickoff, POWER will
ensure that DME is made aware with as much notice as is practical and will
manage any required transition planning.
• POWER also recognizes that the Subject Matter Experts (SMEs) at DME
continue to support a production environment, and as such, will work with
DME project manager to ensure that meetings occur in a timely manner
without overburdening the DME team.
» Facilitate weekly meetings to discuss project status, outstanding tasks,
responsibilities, risks, and project deliverables.
• During these meetings, POWER will maintain a risk register for the project
to capture and manage risks.
» Provide POWER and DME management with accurate and timely data on progress
and expenditures to allow for effective project control.
» Enforce project quality standards and procedures.
DELIVERABLES
» Kickoff agenda and meeting notes
» Basic Project Management Plan (PMP)
» Weekly status meetings and meeting notes
» Weekly status reports
» Monthly or milestone-based invoices
» Project Management activities and coordination
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
2022_1161: 096-127726 CITY OF DENTON, TX GN TO UN MIGRATION (2022-07-01) AK WORK PLAN 1–4
CLARIFICATIONS
» DME will assign a resource who is familiar with the server environment that hosts
the GIS.
» DME will assign a point of contact to work with POWER’s PM for the duration of
the project.
» The weekly status meetings will be no more than an hour in duration.
» Project coordination time is budgeted across the entire length of the project.
» Project delays and extensions could require additional project coordination hours.
» One onsite trip is included in this task.
1. CHANGE MANAGEMENT AND USER TRAINING
OBJECTIVE
» Effective change management and training are critical components to ensuring the
successful implementation and future usage of the Utility Network for all DME
users. The Vendor shall have change practitioner staff that will assist DME staff
with all steps of the Utility Network migration, from creating initial awareness of
the upcoming change to putting in place solutions that will help reinforce the
change and help DME maximize their return on investment. The Vendor shall
provide DME a detailed change management and user training plan to be used for
this scope of work.
» Recorded user training sessions shall be provided to DME staff, including Power
Points, videos, and other reference material, for the following areas:
DELIVERABLES
» Change Management Project
» Esri Utility Network Training
CLARIFICATIONS
» One onsite trip is included in this task.
» POWER will propose an Organizational Change Management (OCM) approach and
plan of action, to be reviewed and approved by DME before beginning its
implementation.
» No OCM effort can succeed without strong support from organizational leaders.
POWER will coordinate with DME project staff to identify DME executive sponsors
and, if appropriate, an Executive Steering Committee that will guide and support
the project while also holding both POWER and DME staff accountable for the
progress of Change Management efforts.
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
2022_1161: 096-127726 CITY OF DENTON, TX GN TO UN MIGRATION (2022-07-01) AK WORK PLAN 1–5
1.1 Change Management
Unless DME has a preferred methodology for Organizational Change Management,
POWER recommends the ADKAR process, as follows:
» A Build Awareness. This is addressed through communications efforts, a
change readiness assessment, and an impact analysis.
» D Build Desire. Addressed through various change management activities and
stakeholder engagement.
» K Build Knowledge. Addressed through support of training efforts and
knowledge transfer for post go-live business continuity.
» A Support Ability. Addressed through assessments to identify gaps and training
needs for end-users to improve and reach proficiency in the new systems.
» R Include Reinforcement. Addressed through corrective action and recognizing
and rewarding achievements.
1.2 Training
When organizational change is centered on the introduction of new technical
processes and tools, it is especially important to equip the organization with
knowledge of those processes and tools.
POWER will provide a list of Esri training courses, both free and paid, to cover the
topics listed below. All instructor-led training costs are available on the Esri Training
website.
Rather than develop training that is readily available, POWER would instead focus on
providing customized workflow editing training. This type of training will be aligned
with DME's needs and provide added value on top of the Esri training.
» Introduction to the Utility Network
• Esri
> Getting Started with the ArcGIS Utility Network -- free tutorial
> ArcGIS Network Management: Utility Network Overview -- free tutorial
• POWER
> Introduction to the UN -- key concepts users will need to understand prior to
working with data in the Utility Network
» Using ArcGIS Pro: Editing the Utility Network
• Esri
> Working with Utility Networks in ArcGIS - 2-day, instructor-led
> Validate Edits in the Utility Network with Attribute Rules -- free tutorial
• POWER
> Editing the Utility Network -- Custom Workflows
» Configuration: ArcGIS Pro
• Esri
> ArcGIS Pro: Tips & Tricks -- free tutorial
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
2022_1161: 096-127726 CITY OF DENTON, TX GN TO UN MIGRATION (2022-07-01) AK WORK PLAN 1–6
> Migrating to ArcGIS Pro from ArcMap -- free training seminar
> ArcGIS Pro Basics -- free web course
> Getting Started with ArcGIS Pro -- free web course
> ArcGIS Pro Tasks: An Introduction -- free tutorial
> Sharing Maps and Layers with ArcGIS Pro -- free with maintenance
> ArcGIS Pro: Essential Workflows -- 3-day, instructor-led
» Configuration: Arcade
• Esri
> ArcGIS Arcade: An Introduction -- free
> Introduction to ArcGIS Arcade -- free with maintenance
> Pump Up Your Popups with Arcade Expressions -- free
> Arcade in ArcGIS Dashboards -- free video
> Using Arcade Expressions in ArcGIS Dashboards -- free with maintenance
> Using Arcade with ArcGIS Field Maps -- free
» Configuration: Utility Network
• Esri
> Configuring Utility Networks in ArcGIS -- 2-day, instructor-led
» Configuration: ArcGIS Enterprise
• Esri
> ArcGIS Enterprise: Security Best Practices -- free
> ArcGIS Enterprise: Administration Workflows -- 3-day, instructor-led
> ArcGIS Enterprise: Data Storage Strategies -- free
> ArcGIS Enterprise: Publishing Content and Services -- free
» Administration: Utility Network
• Esri
> Configuring Branch Versioning in ArcGIS -- 1-day, instructor-led
> Version Management -- free
POWER can provide a follow-up introduction to Utility Network training that will
provide further insight into the Utility Network and prepare users for participating in
the data modeling workshops and review sessions. POWER will also work with DME
to develop custom training plans for editing Utility Network data that are built around
DME's current workflows.
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2. SYSTEM ARCHITECTURE DESIGN AND TUNING
OBJECTIVE
» To ensure DME’s enterprise GIS system is architected and sized appropriately to
meet the functional and technical needs of the organization and the ArcGIS Utility
Network, DME is requesting assistance with architecting and sizing their ArcGIS
Enterprise environment. DME’s preference is to investigate hybrid cloud
deployment models for the future-state GIS architecture.
» The assessment shall evaluate DME’s current enterprise GIS configuration along
with the future needs of the ArcGIS Utility Network and provide recommendations
for the system architecture design and system sizing. Results from the
assessment shall be summarized in a report and provided to DME as
recommendations for future system architecture design, and cover the following
components:
• ArcGIS Enterprise System Architecture Design
• Server sizing
• Workstation Specifications
• Mobile Devices and Connectivity
• Security Risk Management
DELIVERABLES
» ArcGIS Enterprise System Health Check Document
» ArcGIS Enterprise System Architecture Design Document
CLARIFICATIONS
» Final design will include one Development, Test, PROD environment located at a
cloud (AWS or Azure) provider and include VM specifications. The environment will
consist of:
• MS SQL Server Database
• Portal for ArcGIS
• ArcGIS Server
• ArcGIS Data Store
• ArcGIS Web Adaptor
» The production environment will be designed for high availability.
» The architecture assumes Microsoft SQL Server will be the technology deployed
for the database.
» DME will provide documentation on any required integrations with the ArcGIS
Enterprise environment.
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» DME will be responsible for the connection between on-premises and the cloud
provider.
» DME will be responsible for all ArcGIS Enterprise licenses.
» DME will be responsible for all SSL certificates.
» DME will be responsible for all external DNS entries.
» There are no planned "Tuning" activities in the current environment. The
performance requirements will be taken into account when determining system
specifications. This is no planned user training; however, the Enterprise System
Architecture deliverable will be presented. The deliverable presentation meeting
may be recorded.
2.1 ArcGIS Enterprise System Health Check
POWER recommends performing a health check on the current ArcGIS environment
as the first step in the architecture design.
The focus of the Health Check is to ascertain how the core GIS applications align with
best practices and how they are performing. Usually, custom applications and
custom integrations are not included in the review, but POWER will need to be aware
of these.
POWER will run tools/scripts over several days to collect operational information for
the ArcGIS Enterprise environment. The information collected will be summarized
and recommendations that would help improve the environment will be documented.
This effort will require close collaboration with the Client GIS team and support from
the Client IT teams potentially. During this process, a discussion with GIS project
teams is usually helpful to gain a full perspective of user behavior and application
usage and integrations, to capture a full inventory of applications and services, and to
discover any current issues within the operating environments. The health check will
validate what custom components may need re-compile to successfully deploy in the
new operating environment.
2.2 ArcGIS Enterprise Architecture
Based on the analysis performed and review of the system health check results,
POWER will create an ArcGIS Enterprise architecture document for three
environments (DEV, TEST and PROD) to be deployed to a cloud provider (AWS or
Azure). The document will include sizing and configuration information and a
narrative description explaining the could environment setup.
POWER may schedule meetings with IT or GIS team members to clarify requirements
for networking, security, interfaces, reporting and data processing. Requests for
meetings will be sent to the DME Project Manager and will be made in advance with
the list of topics to cover.
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3. ARCGIS ENTERPRISE SYSTEM IMPLEMENTATION
OBJECTIVE
» Based on the results of the system architecture design and system tuning
assessment task, DME is requesting support with the implementation of ArcGIS
Enterprise test and production systems as architected. The synced UN data shall
live in the test environment, as it will be used for testing new system integrations
and end-user training. The UN data will move into the production environment once
all system integrations are in place and the GN can be retired.
DELIVERABLES
» Development, Test and Production ArcGIS Enterprise System Implementations.
• Development ArcGIS Enterprise Environment
• Test ArcGIS Enterprise Environment
• A Highly Available PROD ArcGIS Enterprise Environment
• One cloud-based ArcGIS Pro virtual desktop for use with the test and production
environments. This baseline setup can be used to create additional desktop
clients as needed.
» Updated ArcGIS Enterprise System Architecture Design Document (if changes
were introduced during the implementation).
» Installation notes documenting specific settings or variations from the Esri
provided installation documentation.
CLARIFICATIONS
» DME will own the AWS/Azure account and be responsible for all billing.
» DME will provided the required access to allow POWER to deploy the environment
to AWS/Azure.
» POWER will install ArcGIS Enterprise 10.9.x software in environment. This includes:
• MS SQL Server Database
• Web Adaptor
• Portal for ArcGIS
• ArcGIS Server
• Datastore
» POWER will patch the ArcGIS environment to the latest recommended level by Esri.
» DME will be responsible for all OS-level patches following deployment.
» DME will be responsible for creating and maintaining backups.
» DME is responsible for logging all Esri/SE bugs.
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» Upon completion of this task, the environments will be available for the UN
development and data team to begin to use.
» Some sample data and services will be populated in the environments such that
the setup can be validated. The environments will be populated with DME data and
content in subsequent aspects of the project.
3.1 Install Test Environment
The cloud database and the cloud ArcGIS Enterprise will be deployed following the
configurations outlined in the architecture document. The deployment will follow best
practices and be in full working order at the completion of the task.
An ArcGIS Pro virtual desktop will be configured to allow for validation of the
environment and cloud access for users.
3.2 Validate Test Environment
The infrastructure will be validated using generic Esri provided data initially. The
client will perform non-production functional testing at the appropriate time once
converted data can be loaded. The client testing will ensure business processes that
rely on the GIS environment complete without issue. POWER will support the effort by
correcting any system configuration issues that are discovered during the testing
process. The client will also verify the interfaces to and from the GIS operate
correctly.
3.3 Install Production Environment
Following the same setup procedures that were development for the installation of
the test environment, the production environment will be installed. Differences for
high availability deployment will be noted in the installation notes deliverable.
3.4 Validate Production Environment
The infrastructure will be validated using generic Esri provided data initially. The
client will perform non-production functional testing at the appropriate time once
converted data can be loaded. The client testing will ensure business processes that
rely on the GIS environment complete without issue. POWER will support the effort by
correcting any system configuration issues that are discovered during the testing
process. The client will also verify the interfaces to and from the GIS operate
correctly.
3.5 On-Going ArcGIS Enterprise Support
POWER will provide on-going ArcGIS Enterprise Support to assist with changes and
troubleshooting in the cloud environments.
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4. DATA QUALITY ASSESSMENT AND DATA CLEANUP
SUPPORT
» To ensure a seamless transition from DME’s GN to the UN data model, an initial
data quality assessment has been performed against the GN and provided to DME
as a report summarizing all items needing to be addressed prior to UN migration.
The report will be provided as a reference.
» According to the report, DME’s data is in very good shape and steps have been
taken to address the small number of anomalies identified during the data quality
assessment. Given the timeframe since the initial assessment was performed, and
as a prudent measure to ensure a seamless transition to the UN, the Vendor shall
conduct an additional data quality assessment that performs the following data
checks listed below, summarizing the appropriate checks for each GN feature
class:
• Duplicate geometry checks
• Invalid geometry checks
• Connectivity checks
• Attribute values outside of their domains
• Relationship checks
• Critical attribute checks
• Visual checks – Overhead to Underground Transitions
• Visual checks – Phasing Anomalies
» The Vendor shall assist DME with performing data clean-up tasks required to
ensure a seamless migration and to take full advantage of UN functionality.
DELIVERABLES
» Distribution Utility Network Data Quality Assessment and Error Report
» A remote 2-hour meeting to review the Utility Network Data Assessment and Error
Report and identify source data cleanup action items
CLARIFICATIONS
» One onsite trip is included in this task.
» DME will provide POWER with a file geodatabase containing all the features they
would like considered in the assessment that are relevant to the Utility Network.
Once POWER begins work on the assessment, no source data changes will be
considered without additional cost to the project
» The Utility Network data model will be provided by Schneider Electric and any delay
in receiving the data model could result in slippage of the schedule
» POWER will utilize ArcGIS Pro 2.9.x
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» Only features that would be migrated to the new Utility Network asset classes will
be assessed in this task. Other features that rely on the new feature classes (e.g.,
annotation, dimension lines, etc.) will be categorized by an estimated level of effort
to convert, but they will not be converted during the assessment task
» Workshops will be conducted remotely, if DME prefers in-person workshops, this
will entail additional costs not included in this estimate
» POWER has included up to 240 hours for source data cleanup tasks.
4.1 Initial Data Mapping
POWER will examine the file geodatabase(s) provided and create initial data
mappings of the source features to the appropriate target features of the Utility
Network Model. These mappings will only consider the standard Utility Network data
model and will continue to be refined in subsequent iterations of the conversion.
4.2 Initial Data Conversion
POWER will utilize our proprietary tools to perform the initial conversions of source
data to the target Utility Network Asset Package.
4.3 Create QA/QC Display
POWER will create an initial display using the customer’s existing symbols, in ArcGIS
Pro, that will be used for Quality Assurance purposes. This display will also be used
during the Utility Network Standards workshops to show what the customer’s data
will look like in the Utility Network.
4.4 Initial Topology Enable
POWER has developed a set of automated tools to facilitate the network build
process (enabling network topology and updating subnetworks). The data
assessment process is iterative, and during each phase of our assessment our tools
produce a list of errors and proposed resolutions. It is not uncommon for the
resolution of one set of errors to result in the uncovering of a new set of errors that
were previously masked.
4.5 Gap Analysis & Assessment Report
POWER will provide the conversion matrix that was used to map DME's GIS features
and attributes to the appropriate version of the Utility Network data model from
Schneider Electric. In addition, POWER will provide information indicating which
attributes in the existing data models do not directly map to attributes in the Utility
Network model. This information will then be used to determine the extent that the
off-the-shelf Utility Network data models provided by Schneider would need to be
enhanced to contain all DME's GIS information.
The data quality portion of the report will contain information that can be used to
determine the level of effort required to improve the quality of the existing GIS data
prior to a full Utility Network Conversion.
The Assessment report will include the following information:
• A summary of the consistency of attribute data population in DME's existing GIS
databases as it pertains to the Utility Network.
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• An analysis of the availability of essential asset information in the existing data
that will be required in the Utility Networks (e.g., device status, lack of unique
identifier for each asset, etc.).
• A summary of data issues that were resolved programmatically and manually to
enable the network topologies and update the subnetworks (e.g., invalid
connectivity, multipart features, self-intersecting lines, coincident point features,
midspan devices, etc.).
• A list of all connectivity rule modifications applied during the assessment.
POWER and DME will meet to review the data assessment report and source data
cleanup issue resolutions. POWER and DME will determine and agree upon the
resolutions that will be applied to the source data by POWER in the following task.
4.6 Source Data Cleanup
POWER will perform any manual source data cleanup issues required as a result of
the data assessment. POWER will use the agreed upon resolutions to manually fix the
source data prior to the Testing cycle data load and utility network configuration
tasks.
5. DATABASE DESIGN & SCHEMA MAPPING
The Vendor shall conduct workshops with DME GIS and Engineering staff to properly
align the database schemas of the current Geometric Network to the Utility Network.
The workshops will include an assessment of all GN feature classes and tables, and
their respective fields, subtypes, and domains. Clear documentation of mapping GN-
UN feature classes, including tiers, subnetworks, asset groups, asset types, domains,
associations, shall be summarized and provided to DME as a report deliverable for
review and approval. Consideration shall also be given to the future use of ArcFM
Solution XI Series products when building out the UN schema, incorporating any
required ArcFM fields necessary for product use. A Utility Network asset package file
geodatabase containing all schema components accompanied by a data dictionary
highlighting all schema changes (additions and updates) made on top of the base UN
electric schema shall be provided as a deliverable for DME review.
DELIVERABLES
» Workshops and documents to Extend the Utility Network Data Model.
• Electric Utility Network Data Model Workshop consisting of up to 5 separate
sessions of 2-4 hours each.
• Draft and final versions of the Utility Network Data Model Report.
» A Utility Network Asset Package file database that includes the requested
Schneider model changes.
CLARIFICATIONS
» One onsite trip is included in this task.
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» Schneider Electric provides the base asset package and Utility Network.
» Schneider Electric is available to participate in the design sessions under an
agreement with DME.
» Workshops will be conducted remotely, if DME prefers in-person workshops, this
will entail additional costs not included in this estimate.
» DME will provide a single, consolidated comments response to the Draft Utility
Network Standards report.
» DME will provide a single, consolidated comments response to the Draft Utility
Network Data Model report.
5.1 Extending the Data Model Workshop
Using the initial data assessment report from Task 4.5, POWER will conduct a
workshop focused on extending the Utility Network data model provided by Schneider
Electric. POWER will work with DME to determine the Utility Network Asset Groups,
Asset Types, and Domains/Values required to completely represent DME's assets.
POWER may conduct multiple Data Model workshops covering the following topics:
• Identify domain value changes, additions, and deletions.
• Review the schema mapping worksheet used during the data assessment to
ensure that all unresolved or assumed items have been addressed.
• Review and finalize Utility Network connectivity rules.
• Determine additional attributes to support Engineering Analysis, Planning, or
ADMS applications.
After the workshop(s), POWER will compile the information into a draft Utility
Network Data Model report for DME review and approval.
6. TEST LOADS, DIRTY AREAS, SUBNETWORKS, & TRACE
TESTING
» The Vendor shall perform a test load of the GN data into a UN file geodatabase
containing the built-out schema along with all connectivity rules. Loaded feature
counts to the UN shall match the respective GN feature counts. If counts are off,
steps shall be taken to identify the underlying issues to achieve matching feature
counts.
» If dirty areas are identified post-data load when validating network topology, steps
shall be taken to resolve the source GN production data accordingly until zero dirty
areas exist in the UN.
» Subnetwork controller features representing the upstream endpoint of each
feeder/circuit. Subnetwork controllers shall be identified in the ElectricDevice
feature class and imported to the UN file geodatabase using the Import
Subnetwork Controllers geoprocessing tool. Once successful assignment of
subnetwork controllers is achieved, the Update Subnetworks geoprocessing tool
shall be run to assign the downstream electric features to their correct
subnetworks in order to perform tracing. All features shall be assigned to the
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correct subnetwork. Quality control steps shall be carried out to ensure UN
subnetwork geometry matches the feeder/circuit geometry from the GN data.
» Once subnetworks are assigned to the electric features, trace testing shall be
carried out against multiple feeders/circuits using the UN trace tools. Upstream,
downstream, and connected traces shall be successfully performed with results
documented and provided to DME.
DELIVERABLES
» Fully Configured Utility Network File Geodatabase
» An ArcGIS Pro QA/QC map using a combination of standard Esri Utility Network
symbology and DME's symbology that can be utilized to view the Utility Network
geodatabase.
CLARIFICATIONS
» DME will provide/verify the list of circuit sources prior to configuration of
subnetwork controllers.
» DME Subject Matter Experts will be available to answer data related or electric
network connectivity questions in a timely manner.
6.1 Update Initial Asset Package
POWER will update the schema of the initial asset package with the agreed upon
changes resulting from the Utility Network Standards and Extend the Data Model
workshops.
6.2 Load Data
Once the asset package has been updated, POWER will load DME's data and verify all
features have been converted. Any features not converted will be identified and
resolved prior to converting the asset package to a file geodatabase.
6.3 Create Utility Network File Geodatabase
POWER will convert the final asset package (with data loaded) to a Utility Network file
geodatabase. POWER will then enable topology for errors only to verify no Utility
Network errors exist prior to fully enabling topology. Resulting errors will be identified
and addressed and topology will be fully enabled.
6.4 Identify and Configure Subnetwork Controllers
POWER will use the existing Circuit Breakers to configure the utility network
subnetwork controllers. These circuit sources will be verified by DME as the desired
subnetwork controllers.
6.5 Assign Terminals
Terminals will be assigned for the features that require them:
• Features that will serve as a subnetwork controller -- Circuit Breakers.
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• Features with three or more physical ports that need to be modeled -- some
Switches.
• Features with two ports that are distinctly different, such as a high-side and low-
side port -- Transformers.
• Features with connection points that only allow flow in one direction, such as
network protectors -- Voltage Regulators.
6.6 Update Subnetworks
POWER will validate topology and address any errors. Once any topology errors are
resolved, POWER will build the subnetworks. The resulting subnetworks will be
verified against the existing geometric network/ArcFM circuits, traced using Utility
Network functionality, and provide the results to DME for review.
7. ASSET PACKAGE CREATION & ENTERPRISE
GEODATABASE LOAD
» At the conclusion of the test migrations, the UN file geodatabase shall be exported
to an asset package format with data included. The asset package will be used as
the input for loading the schema and data into an enterprise geodatabase.
» The Vendor will work with DME staff to ensure all SQL Server database access is in
place and a SDE enterprise database is created. Once these steps are taken, the
process of loading the asset package to the enterprise geodatabase can be
executed. Once the load is executed, the same steps from the test migrations shall
be performed, including checks of feature counts, dirty areas, and ensuring
subnetwork controllers are in place. The Update Subnetworks geoprocessing tool
will need to be reran against network features to assign them to the correct
subnetworks and ensure tracing tools can be used.
DELIVERABLES
» Final Electric Utility Network Asset Package
» Enterprise Geodatabase populated with Utility Network data
CLARIFICATIONS
» This task does not include any time for changes to the data model, conversion, or
automated cleanup process.
» The target SDE Enterprise geodatabase is set up and configured prior to staging
and applying the asset package.
» POWER will have remote access to the Enterprise geodatabase with the correct
permissions to load and update data.
» POWER will have the required access for ArcGIS Enterprise including ArcGIS Server
and ArcGIS Portal administration accounts.
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» DME will ensure proper licensing to stage and apply an asset package in an
Enterprise environment including providing access to ArcGIS Server license code
file if necessary.
» DME will provide POWER a location on the server to store the necessary scripts
and files to configure the Utility Network in the Enterprise environment.
7.1 Export Asset Package
POWER will export a final asset package from the fully configured Utility Network file
geodatabase delivered in the previous task and upload it to a location on the server
provided by DME.
7.2 Stage & Apply Asset Package
POWER will stage and apply the final asset package on the Enterprise geodatabase
as directed by DME. The staging process will create the Utility Network schema and
configuration and prepare the geodatabase for the Asset Package Apply process.
Applying the asset package will load the data and populate the Utility Network
configuration tables.
Once the data has been loaded, POWER will verify final feature counts match the
expected feature counts determined by the results of the Testing migration task.
7.3 Enable Topology and Update Subnetworks
POWER will enable topology on the Enterprise data and verify that no errors or dirty
areas exist. Any errors will be addressed and resolved. Upon verification that no
topology errors exist, POWER will update the subnetworks and verify tracing
functionality.
8. GEOMETRIC NETWORK TO UTILITY NETWORK MIGRATION
AND DATA SYNCHRONIZATION
» The Vendor shall recommend and implement a process, via software or scripts, to
sync at a given frequency the current GN data to the new UN data model to pick up
inserts of new features and updates of existing features.
» The syncing process will allow the current GN to stay in place with current system
integrations without disruption while new system integrations are being setup
against the UN test data. This setup will also afford DME staff the necessary time
to get familiar with their data in the UN format, UN tool functionality, and ArcGIS
Pro prior to fully moving into production with the UN.
DELIVERABLES
» An automated process for executing the data extraction, conversion, and loading
of data into the production Utility Network
» An automated process for analyzing the UN data for errors which could negatively
impact the business needs of the organization and generate reports of the errors
found for DME to troubleshoot and fix.
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» Create a scheduled process to execute the refresh process, including dropping and
recreating an enterprise database to host the Utility Network.
CLARIFICATIONS
» The Shadow UN is a one-way process from the Geometric Network to the Utility
Network and as such, any changes made to the Shadow UN data will not be
synced back to the Geometric Network geodatabase.
» DME will work with POWER to identify the constraints for the error reporting.
» A production SDE environment is set up and permissions to update SDE using an
automated script are in place.
» DME will be responsible for managing all hardware, software, and licensing
requirements for the environments.
8.1 Develop Production Shadow UN
POWER will provide an automated way to read from DME’s production geodatabase,
or a local copy of it, and convert the production datasets into a fully connected Utility
Network in SDE (Shadow UN) where all the circuits are traceable.
During this process several automated routines will analyze the converted data and
apply a pre-determined set of automated cleanup tasks to satisfy the data
requirements of the Utility Network. These pre-determined automated cleanup tasks
will be identified during the initial assessment and test migration tasks.
The tool will maintain a record of all the fixes applied and will also output any
unexpected or unresolved data quality issues to a log that can be monitored by GIS
staff to ensure that data issues are corrected in a timely manner.
8.2 Test Production Shadow UN
POWER will rigorously test the Shadow UN process prior to final deployment. This
testing will occur in parallel with the test migration task in order to verify and finalize
the automated cleanup tasks.
8.3 Deploy Production Shadow UN
Once the Shadow UN process has been fully tested and both POWER and DME have
verified it is working as desired, POWER will assist DME in fully deploying the
process.
As more systems are brought online and connected to the Shadow UN, it is critical to
ensure that the data provided to these systems will support the business units relying
on the data. For example, when the OMS is relying on the UN data a stop will need to
be put in place if a circuit doesn’t trace. Together, DME and POWER will determine
which data checks will stop the movement of data into the Shadow UN and which
data checks (if any) will allow the data to move to the Shadow UN.
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9. UTILITY NETWORK SYSTEM IMPLEMENTATION
» Once setup of the GN to UN sync has been completed, the Vendor will publish the
following services to the DME ArcGIS Enterprise Test and Production
environments:
» Utility Network service
• Version Management service
• Services for editing
• Network Diagram service
» Vendor will secure services to DME identified groups in ArcGIS Enterprise and
provide DME training and documentation on accessing and consuming services
within ArcGIS Pro and ArcGIS Enterprise applications.
DELIVERABLES
» Version Management Enabled
» Configured Utility Network Feature Services
• 2 ArcGIS Pro Maps for publishing UN feature services
> Electric Utility Network Service
> Electric Basic Viewer Service
• 1 ArcGIS Pro Maps for desktop editing of Utility Network data
> Electric UN Editor
• 1 ArcGIS Pro Maps published as Web Maps for use in ArcGIS Runtime-based
mobile applications (ArcGIS Field Maps)
> Electric UN Viewer
» Configured Network Diagram Service
• 1 ArcGIS Pro Map for publishing Network Diagram Service
CLARIFICATIONS
» One onsite trip is included in this task.
» DME will identify field visibility and order at the asset group level for all the Utility
Network feature classes per map document.
» This task does not include any time for changes to the data model, conversion, or
automated cleanup process.
» The active portal account must be licensed with the ArcGIS Utility Network user
type extension or the ArcGIS Trace Network user type extension to use the utility
network and network diagram services
» ArcGIS Enterprise member accounts are licensed using the ArcGIS Utility
Network user type extension
» Feature services published with the Utility Network feature layer do not support
definition queries or hidden fields set using the Visible field property
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9.1 Enable Version Management
POWER will enable Version Management when the Utility Network data is published.
This will expose the version management service capabilities necessary to support
feature services that work with branched versioned datasets. The following features
will be enabled when the utility network feature services are published with the
Version Management capability checked:
• Create, modify, and delete versions
• Change the version for active feature layers in the map view
• Reconcile and post edits for versions
Undo and redo capabilities will be available when working in a named version
allowing the following:
• Undo or redo individual edits that have been made throughout an edit session
• Save or discard edits for the entire edit session
9.2 Configure and Publish Utility Network Feature Services
POWER will configure and publish feature services for Editing and Viewing the Utility
Network. The maps used to publish the feature services will be provided to DME for
future use.
POWER will also create and publish a map sourced to the Utility Network feature
service and symbolized using Esri Utility Network symbology for editors to use as
well as a Web map for use with ArcGIS Runtime-based mobile applications such as
ArcGIS Field Maps.
The Utility Network feature services will automatically include the Network
Diagram service to support network diagrams.
9.3 Configure Network Diagram Service
The Utility Network Diagram service is automatically included in any published
feature service that contains the Utility Network feature layer. POWER can configure
and publish a separate feature service exclusively for accessing Network Diagrams in
addition to the published Utility Network feature services described above if needed.
10. INCORPORATION OF TRANSMISSION AND SUBSTATION
DATA TO UTILITY NETWORK
» Once all electric distribution GIS data is syncing from the GN to UN, the Vendor
shall add in substation data followed by transmission data to the UN, assigning
them to their respective tiers, asset groups, asset types, and subnetworks. A
majority of the substation and transmission data will be sourced from CAD and
non-GN GIS files to be provided by DME. All available substation components from
the CAD files will be modeled in the UN up to the substation entry point. The data
to be added to the UN will consist of the following components:
• 3 interchange substations
• 2 switching substations
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2022_1161: 096-127726 CITY OF DENTON, TX GN TO UN MIGRATION (2022-07-01) AK WORK PLAN 1–21
• 65 miles of transmission lines
• 979 transmission structures
DELIVERABLES
» Substation and Transmission Utility Network Standards Workshop
» Substation and Transmission Utility Network Extend the Data Model Workshop
» Substation and Transmission Utility Network Design Standards Report
» Substation and Transmission Utility Network Data Model Report
» Substation and Transmission Utility Network Migration
» An ArcGIS Pro QA/QC map using a combination of standard Esri Utility Network
symbology and DME's symbology that can be utilized to view the Substation and
Transmission data.
CLARIFICATIONS
» Data modeling will be addressed as part of the Database Design & Schema
Mapping task.
» The DME requirement states there will be 5 substations (3 interchange
substations, 2 switching substations).
» DME will provide all CAD data needed for substation capture.
» Estimate is based on 21 substations
• GIS substation point feature class has 24 features minus the two ONCOR subs
and the generation plant =21
10.1 Substation and Transmission Utility Network Design
Due to the complicated nature of updating the Utility Network schema once it's been
deployed, data modeling sessions and requirements gathering for Substation and
Transmission will be addressed during the Database Design & Schema Mapping
tasks. This is necessary to determine the equipment that will be gathered and provide
any required domains, asset groups, asset types, or other model changes specific to
Substation and Transmission are included in the final data model prior to deploying
the Shadow UN.
A separate Utility Network Data Modeling workshop session will be held to conduct a
thorough review of the 1-lines/CAD data and to determine what will be captured for
the Utility Network.
To limit the complications of updating the Utility Network schema, any changes
identified for Substation and Transmission will be applied with the schema updates
identified for Distribution.
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10.2 Substation and Transmission Utility Network Migration
POWER will migrate the current transmission and substation data that DME has into
the Utility Network data model. Once the substation and transmission schema
requirements are captured and implemented, the current data can be migrated and
eventually become part of the Shadow UN process.
10.2.1 Digitizing
The substation data will be manually digitized from the 1-lines to capture the required
equipment. Attributes will be collected as determined during the data modeling
workshops.
Because of the nature of the Shadow UN process, POWER will digitize the substation
data into the final Utility Network file geodatabase. Substation data will not be
included in the Shadow UN until digitizing is complete. This will allow POWER to
verify Utility Network configuration prior to implementation.
10.2.2 Shadow UN Setup
When digitizing and QA/QC of the substation data is complete in UN file
geodatabase, POWER will create identical substation feature classes in DME's
geometric network geodatabase and import the substation data from the working
Utility Network file geodatabase. When the Shadow UN process runs, it will
automatically convert the substation data to the Shadow UN.
11. ARCFM SOLUTION XI SERIES INSTALLATION AND
CONFIGURATION
Vendor will install and configure the ArcFM Solution XI Series products, including the
Editor, Mobile, and Geodatabase Manager products into DME’s test environment to
be setup against the synced UN test data. To prevent any product functionality
issues, all required fields necessary to run each ArcFM product shall have been
documented in the Database Design & Schema Mapping task. The Vendor will ensure
the appropriate DME stakeholders are included in the ArcFM XI-related change
management and user training tasks outlined in the scope of work.
DELIVERABLES
» Please see Appendix A for Schneider Electric's Scope of Work for this task.
12. UTILITY NETWORK INTEGRATIONS
There are several integrations that need to be updated because of the change to the
Utility Network. The table below lists the requested integrations and a high-level
description of the integration. As part of this process, POWER will first develop
requirements for the integrations, then do detailed design and lastly develop the
interface. After each phase, the budget estimate will be updated using the new
requirements and design as the basis for the update.
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Interface Description
AVL Develop UN based map services to support AVL map
OMS (OSI) Develop UN based map services to support OMS map
Public Facing Outage Map Develop UN based map services to support public facing
outage map
Systems Operations
Logging Application
Integration from Systems Operations Logging Application
Itron Metering Develop FME to populate GIS with metering information
Harris Northstar Develop FME to populate GIS with customer information
OSI - Scada
(Substation & Transmission)
Integration from OSI - Scada
ADMS
(OSI-Distribution Scada)
Develop UN Extractor to support OSI ADMS
ETL Processes Develop FME process to extract file geodatabases
SSP LifeCycle Develop UN based map services to support LifeCycle
Maximo Develop UN based map services to support Maximo
Texas 811 Develop integration to import 811 information into the GIS
CLARIFICATIONS
» After both the requirements phase and the design phase a new estimated cost will
be provided for each integration.
» FME licenses will be provided by DME.
DELIVERABLES
» Requirements document for each integration
» Detailed design document for each integration
» Development of each integration or map service
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POWER developed the proposed budget based on our understanding of this project’s
scope of work and our experience with similar projects. The tasks listed below
correspond to the tasks described in our proposed work plan. The table summarizes
the budget for services to be provided on a lump sum basis for $1,815,181.
The proposal is valid until October 20th, 2022.
Budget Summary by Task
Task Description Total $
0 Project Management $88,848
1 Change Management and User Training $78,830
2 System Architecture Design and Tuning $21,676
3 ArcGIS Enterprise System Implementation $76,384
4 Data Quality Assessments and Data Cleanup Support $158,475
5 Database Design and Schema Mapping $55,301
6 Test Loads, Dirty Areas, Subnetworks and Trace Testing $43,125
7 Asset Package Creation and Enterprise Geodatabase Load $9,439
8 Geometric Network to Utility Network Migration and Data Synchronization $39,680
9 Utility Network System Implementation $27,573
10 Incorporation of Transmission and Substation Data to Utility Network $58,218
11 ArcFM Solution XI Series Installation and Configuration $475,908
12 Utility Network Integrations $681,724
Project Total $1,815,181
2. Budget
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2022_1161: 096-127726 CITY OF DENTON, TX GN TO UN MIGRATION (2022-07-01) AK PROPOSED SCHEDULE 3–1
POWER Engineers proposes the following tentative milestone schedule based on the tasks and deliverables described in the Work Plan. The proposed schedule
assumes that we would receive notice to proceed on August 1, 2022.
3.Proposed Schedule
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Scope of Work
COTS ArcFM XI Implementation
Prepared for:
Power Engineers/City of Denton
Proposal Date: 6/28/2022
2620 E. Prospect Rd., Suite 130 Fort Collins, CO 80525 Contact: Lisa Clark Phone: (970) 237-5576 www.se.com lisa.clark@se.com
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INTRODUCTION ............................................................................................................................................... 1
ASSUMPTIONS ................................................................................................................................................ 1
PROJECT MANAGEMENT ................................................................................................................................. 2
PROPOSED SERVICES ....................................................................................................................................... 3
1 PROJECT INITIATION ................................................................................................................................ 3
1.1 PROJECT KICK-OFF ............................................................................................................................... 3
1.2 ARCFM EDITOR XI CORE TEAM TRAINING ................................................................................................... 3
2 ANALYSIS & DESIGN ................................................................................................................................ 4
2.1 SYSTEM ARCHITECTURE REVIEW ............................................................................................................... 4
2.2 DATA MODELING AND MAPPING REQUIREMENTS .......................................................................................... 5
2.3 SYMBOLOGY AND MAP CONFIGURATION REQUIREMENTS ................................................................................. 6
2.4 CONFIGURATION REQUIREMENTS .............................................................................................................. 7
3 BUILD - DEVELOPMENT ............................................................................................................................ 7
3.1 PREPARE SCHNEIDER ELECTRIC DEVELOPMENT ENVIRONMENT ........................................................................... 7
4 IMPLEMENTATION PLANNING ................................................................................................................. 8
5 TEST AND ACCEPTANCE PLANNING .......................................................................................................... 8
6 INSTALLATION AND CONFIGURATION OF THE DENTON TEST ENVIRONMENT ............................................. 9
7 TESTING ................................................................................................................................................ 10
7.1 FACTORY ACCEPTANCE TESTING (FAT) ..................................................................................................... 10
7.2 SYSTEM ACCEPTANCE TESTING (SAT) ....................................................................................................... 11
8 TRAINING ............................................................................................................................................. 13
8.1 WORKING WITH ARCFM EDITOR XI ......................................................................................................... 13
8.2 WORKING WITH ARCFM MOBILE XI ........................................................................................................ 14
9 GO-LIVE ................................................................................................................................................ 14
9.1 PRODUCTION MIGRATION .................................................................................................................... 14
9.2 POST GO-LIVE PRODUCTION SUPPORT ..................................................................................................... 15
9.3 REMOTE PRODUCTION SUPPORT ............................................................................................................. 15
PROJECT SCHEDULE ......................................................................................................................................... 1
SERVICES QUOTE ............................................................................................................................................. 2
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Introduction
Schneider Electric is submitting this Statement of Work (SOW) to Power Engineers for a
COTS implementation of ArcFM Editor XI, Geodatabase XI, and ArcFM Mobile XI at the
City of Denton (Denton) in response to a request for proposal to implement the Esri UN.
This document outlines the tasks and services required for the implementation of the
Schneider Electric solutions.
Assumptions
• This scope of work is for an OOTB (out-of-the-box) implementation of ArcFM Editor
XI, GDBM XI, and ArcFM Mobile XI. Customization of the ArcFM Editor XI, GDBM XI,
and ArcFM Mobile XI solutions or build of specific integration components and data
migration are out of scope.
• Denton will make use of off-the-shelf components, where possible. This may require
adopting new approaches to the way some functions are accomplished. The
advantages of off-the-shelf components are that they are commercially available,
used at many sites, reflect the input of that user community, and supported under
the software maintenance agreement.
• Schneider Electric will apply standard ArcFM Editor XI, GDBM XI, and ArcFM Mobile
XI configurations to the datasets including network categories, templates, and
standard symbology.
• Denton will leverage a common data model and symbology for all commodities.
• The services provided in this scope will be completed through a series of remote
tasks.
• Denton shall provide all required facilities and equipment for remote meetings and
is to ensure participation of proper representatives for scheduled project meetings
and/or events.
• Denton will have all necessary hardware, network equipment, and 3rd party
software installed prior to the initiation of the project.
• Denton, Power Engineers and Schneider Electric each will provide a core team for
the duration of this SOW. Each team also provides a project manager as the main
point of contact and coordination for the respective team. Project flow of control,
schedule and logistical planning will be made through each team's project manager.
Denton, Power Engineers, and Schneider Electric team members shall answer
questions; provide information, decisions and deliverables promptly following
agreed-to schedules and timelines.
• Schneider Electric will provide an OOTB Test Plan that will be used during Factory
Acceptance Testing (FAT) and Acceptance Testing (Acceptance Testing). The plan
will define the OOTB test scripts and steps to be performed during formal testing of
the ArcFM solution suite.
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• Denton will provide Schneider Electric remote access to the system to assist in the
implementation and troubleshooting of issues should they arise during
implementation.
• Integrations are not included in this scope of work.
• This scope of work is for Denton’s distribution electric network only.
• Data migration or cleansing of Denton data is not included.
Project Management
During the project, the Schneider Electric Project Manager will report to the Power
Engineers Project Manager. Schneider Electric project management includes, where
required:
• Manage the Schneider Electric portion of the project on a day-to-day basis
• Define and manage project constraints and schedule with the Denton’s project
manager
• Identify and manage the resolution of project issues, including the communication
of Schneider Electric-identified issues to Denton’s project manager
• Identify and manage all change management related issues or items with the
Denton’s project manager
• Conduct bi-weekly project conference calls or remote meetings with Power
Engineers to identify, assign responsibility, and resolve issues that may arise during
the project. The conference call will also provide a mechanism for reviewing the
overall status of the project. Meeting minutes will be distributed by Schneider
Electric.
• Weekly summary report detailing the week’s activities and upcoming tasks.
• Preparing monthly-weekly project reports that include:
o A summary of the overall status of the project, percent complete,
milestone list, etc.
o A schedule update, and Schneider Electric’s expectations for on-time
project completion
o A summary of completed tasks, percent completed per the schedule
o A summary of tasks currently underway and a description of their status
o Upcoming near-term tasks that need to “hit the radar screen”
o Issues requiring attention
o Open items not resolved from previous meeting
o Potential risks to the project and recommendations for resolution
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Proposed Services
1 Project Initiation
1.1 Project Kick-Off
Schneider Electric will participate in a Power Engineers-led Project Kickoff Meeting.
Schneider Electric assumes the following topics will be reviewed during the meeting:
• Introduce Project Team Members
• Review the Scope of Work, project plan, and project activities
• Review deliverables
• Confirm the work schedule and project delivery approach (parallel tasks vs.
serialized execution)
• Discuss and define all Denton and Schneider Electric responsibilities required to
complete the project
• Review change control, communication, and escalation protocols
• Identify project status reporting procedures and frequency
• Identify project risks and issues, and plan mitigation where appropriate.
Schneider Electric Deliverable(s):
• Remote participation in the Project Kickoff Meeting
Power Engineers Responsibilities:
• Lead the Project Kickoff Meeting
Denton Responsibilities:
• Attendees are invited in advance and are present during the meeting
• Attendance of the Denton Project Core Team
• Be prepared to assign project roles as noted above
1.2 ArcFM Editor XI Core Team Training
This two (2)-business day course introduces the “core team” – Denton staff members
who will decide and implement ArcFM Editor XI. Schneider Electric will introduce these
decision-makers and GIS administrators to the concepts and capabilities of ArcFM Editor
XI and launch critical discussions regarding which out-of-the-box functions and settings
will best suit the utility. Each topic includes lectures to explain the purpose and
procedures of the functionality, hands-on exercises to expose the core team to the end-
user perspective, and group discussion questions to help the core team evaluate which
settings and tools will best fit their organization’s needs. The last few chapters introduce
configuration concepts for Data Modeling, ArcFM Editor XI Core Configuration, and
Networks, to prepare the core team for implementing the decisions they make.
Included in this course:
• Viewing maps in a GIS
• ArcFM Editor XI and UN terminology
• Tools for sketching and editing features
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• Favorites, Preset Templates, Group Templates
• Network tracing tools
• ArcFM Editor XI QA/QC
• Map symbology options
• Projects
• Printing tools
• Versioning
• Data Modeling
• ArcFM Editor XI Tracing considerations
• Utility Network considerations
• Fundamentals of ArcFM Editor XI Configuration
Schneider Electric Deliverable(s):
• List of required software for core team training classes
• Hard-copy training manuals, sample data, and exercises
• Remote ArcFM Editor XI Core Team training course for up to ten (10) members of the
Denton/Power Engineers core team
Power Engineers Responsibilities:
• None
Denton Responsibilities:
• Ensure the appropriate participation from Denton resources
• Provide the hardware and meeting space required for the workshop including training
machines and overhead projector
Task Assumptions:
• The course will utilize a Sample Database provided by Schneider Electric
• The appropriate Denton users responsible for configuring the software and participating in
the Design Phase of the project will be present during this training
2 Analysis & Design
2.1 System Architecture Review
Schneider Electric will participate in a Power Engineers-led System Architecture Design
activity. Schneider Electric will remotely support for up to three (3)-business days a
workshop to validate requirements, participate in discussions, and evaluate design
alternatives for the UN/ArcGIS Pro and ArcFM Editor XI System Implementation. The
purpose of the engagement is to determine a system architecture specific to Denton's
needs and business drivers identified during this activity.
The Schneider Electric team envisions that the following topics will be covered during
the remote engagement:
• Architecture Vision
• Client and server platforms
• Data Storage & Capacity
• Network capacity, and constituent domains
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• System Integration Considerations
• Deployment Strategies
• High availability
• Failover
• Supported Development platforms
• Deployment Environment Details
• Anticipated user and system load
• Disaster Recovery
Discussions will assist Schneider Electric in identifying system architecture and
configuration opportunities, while considering technical inputs including non-functional
requirements, constraints, standards, and policies. Upon completion of the workshop,
Power Engineers will be responsible for drafting the System Architecture Design with
support from Schneider Electric for the ArcFM Editor XI application needs. Power
Engineers is responsible for the review and approval of the System Architecture Design
with Denton.
Schneider Electric Deliverable(s):
• Participate remote System Architecture Review Workshop at Denton facilities
• Provide input to the Power Engineers Draft and Final System Architecture Design Document
Power Engineers Responsibilities:
• Lead remote System Architecture Review Workshop at Denton facilities
• Define Enterprise-level requirements
• Draft and Final System Architecture Design Document
• Denton approval of System Architecture Design Document
Denton Responsibilities:
• Identify and schedule the appropriate Denton staff to attend the workshop
• Provide a conference room equipped with a projector. This conference room should be large
enough to host the meeting activities
• Provide a designated point of contact on the Denton project team to address follow-up
questions as required by Schneider Electric
• Review the Draft System Architecture Document and provide Schneider Electric with
reviewed, approved, consolidated written comments within five (5)-business days of receipt
Task Assumptions:
• Schneider Electric anticipates Denton would require workshop participation from key-
decision makers from the Denton IT organization responsible for maintaining and
implementing the solution.
2.2 Data Modeling and Mapping Requirements
Schneider Electric will remotely lead an ArcFM Editor XI Data Modeling and Mapping
Requirements Workshops with Denton and Power Engineers. The design sessions will be
completed over the course of a four (4)-business day remote workshop.
Schneider Electric will begin the Data Modeling and Mapping Requirements Workshops
with a review of the UN/ArcFM Editor XI data modeling process, and data model
principles. Schneider Electric and Denton will step through and make necessary
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modifications to the data models and review and document the Denton annotation
requirements. The data model will be augmented to support any existing data sources
that Denton wishes to migrate forward. Denton will prepare for the workshop by
surveying all applicable data sources and be prepared to provide information about data
requirements and data sources.
Following the workshop, Schneider Electric will create the physical data models. The
document will be submitted to Denton for review, feedback, and approval. Denton will
have five (5)-business days to approve the data model.
Schneider Electric Deliverables:
• Lead the Data Modeling Workshop
• Draft and Final Data Model and Mapping Schema Documentation
Power Engineers Responsibilities:
• Ensure Denton participation in workshop and documentation reviews
• Denton approval of design documentation
Denton Responsibilities:
• Ensure Denton attendees are invited in advance and are present during the meeting
• Review and approve Data Model and Mapping Schema Documentation
• Denton approval of the documentation
2.3 Symbology and Map Configuration Requirements
Schneider Electric will remotely lead for up to four (4)-business days a UN/ArcFM Editor
XI Symbology Requirements Workshops with Denton and Power Engineers.
Schneider Electric will begin he workshops with a review of the UN/ArcFM Editor XI
symbology requirements. Schneider Electric and Denton will step through the
symbology and map the appropriate subsidiary source symbology to the symbology
provided in UN/ArcFM Editor XI. Denton will prepare for the workshop by surveying all
applicable data and map sources for each subsidiary and be prepared to provide
information about the symbology requirements.
Following the workshop, Schneider Electric will create a Symbology Requirements
Mapping Document. The document will be submitted to Denton for review, feedback,
and approval. Denton will have up to five (5)-business days to review and approve the
document.
Schneider Electric Deliverables:
• Lead the Symbology and Mapping Configuration Workshop
• Draft and Final Symbology Requirements and Mapping Document
Power Engineers Responsibilities:
• Ensure Denton participation in workshop and documentation reviews
• Denton approval of design documentation
Denton Energy Responsibilities:
• Ensure Denton attendees are invited in advance and are present during the meeting
• Review and approve Symbology Requirements and Mapping Document
• Denton approval of the documentation
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2.4 Configuration Requirements
Schneider Electric will remotely lead a workshop for up to four (4)-business days that
will focus on the configuration of the ArcGIS Pro and ArcFM Editor XI Editor solutions
(ArcFM Editor XI, GDBM XI, and ArcFM Mobile XI). The workshop will focus on the
Denton enterprise level configuration requirements and how to define and configure
the core applications. As part of this task, Schneider Electric and Denton will define a
process to migrate the final application configurations through the Denton TESTPROD
environments.
Following the workshop, Schneider Electric will provide a draft copy of a configuration
requirements document for Denton review. Denton will have up to five (5)-business
days to review and approve the final revision of the document. Schneider Electric will
update the document with mutually agreed upon comments. A final version will be
delivered to Denton for final acceptance.
Schneider Electric Deliverables:
• Lead the Application Configuration Requirements Workshop
• Draft and final copies of the Configuration Requirements Document
• Define process to migrate configurations from TEST PROD environments
• Provide meeting minutes and action items to Denton Project manager for review and
approval
Power Engineers Responsibilities:
• Ensure Denton participation in workshop and documentation reviews
• Denton approval of design documentation
Denton Responsibilities:
• Ensure the appropriate technical participation in the Application Configuration
Requirements sessions
• Denton Project manager to approve meeting minutes and assign action items
• Provide logistics for the meeting (conf. room, projector)
• Signoff\Acceptance on the requirements document within 5 business days of final revision
delivery
3 Build - Development
3.1 Prepare Schneider Electric Development Environment
Schneider Electric will establish a Development environment in the Schneider Electric
Offices in Ft. Collins, CO. This environment will be used to implement the ArcFM Editor
XI solutions, develop, and test the data model, database schema, integrations and
components approved for this scope of work.
The following tasks will be completed during this process:
• Setup Fort Collins TEST Environment EXI/Pro VMs, TEST env, UN Database, ArcFM
Mobile Tenant, ArcGIS Enterprise
• Setup UN & build model - schema, Asset packages et all
• Create Maps, Symbols, Rules, QA/QC
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• Create and Load Development Database
Schneider Electric Deliverable(s):
• Implement the Schneider Electric Development environment as defined above
Power Engineers Responsibilities:
• None
Denton Responsibilities:
• None
4 Implementation Planning
Schneider Electric will work with Denton and provide support for the completion of
implementation planning artifacts. Schneider Electric will provide the necessary
functional steps, technical details, and best practices to support the creation of an
Implementation Plan. Denton is responsible for Developing the defined plan. Schneider
Electric’s role will be to provide the necessary inputs for the ArcFM Editor XI system.
This task includes up to 24-hours of remote support for implementation planning
meetings.
Schneider Electric Deliverable(s):
• Provide support for the development of the implementation planning artifacts
• Provide the functional steps, technical details, and best practices for the implementation of
ArcFM Editor XI
• Participate in any required remote meetings
Power Engineers Responsibilities:
• Draft and final Implementation Plan
Denton Responsibilities:
• Draft and final Implementation Plan
5 Test and Acceptance Planning
Schneider Electric will develop a Test and Acceptance Plan (T&AP) with Denton that
incorporates the OOTB functionality of the ArcFM Editor XI solutions. The T&AP will
provide an overall framework for Factory, Site and User Acceptance Testing detailing the
testing environments, the testing process, the required support for each phase of the
testing, test scenarios, and definition of how the acceptance criteria to move the system
to the next step in the testing process. The T&AP will be used to define acceptance of
the system.
Schneider Electric will Develop the out-of-the-box initial draft of T&AP based on the
requirements & acceptance criteria specified in the solution design documentation
completed in this scope of work. The draft plan will be provided to Denton for review
and comment.
Denton is responsible for Developing the associated test cases/scripts that will be
executed as part of the Test and Acceptance Plan. Denton will create Workflow-based
test scenarios to perform acceptance testing that will be inserted into the test scenario
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placeholders. A draft of the Denton test scripts will be provided to Schneider Electric for
review. Schneider Electric will have five (5)-business days to review the test scripts and
provide feedback to Denton.
The Denton team will perform a review and suggest changes to the Draft T&AP. The
Schneider Electric Team then will update the Draft T&AP based upon mutually agreed
upon comments and suggestions provided by the Denton team. Both groups then
approve the final T&AP.
Denton is responsible for providing written acceptance of the final Test and Acceptance
Plan document within three (3)-business days or less of receipt. Test and Acceptance
Plan approval must occur ten (10) days prior to the start of the testing phase. Testing
cannot commence unless both Schneider Electric and Denton have approved the plan
Schneider Electric Deliverable(s):
• Create a draft version of the COTS Test and Acceptance Plan that incorporates the Schneider
Electric standard baseline functionality testing plan for ArcFM Editor XI
• Lead a review of Denton comments on the document
• Review Denton test cases/scripts as defined
• Apply mutually agreed upon changes to the final version of the document
Power Engineers Responsibilities:
• Test and Acceptance Plan for any customizations or integrations developed by Power
Engineers
• Denton participation in Test and Acceptance Plan reviews
• Final approval of all Test and Acceptance Plans by Denton
Denton Responsibilities:
• Review and comment on the draft Test and Acceptance Plan document with five (5)-business
days.
• Ensure that the appropriate Denton personnel are invited and attend the Test and
Acceptance Plan comment review conference call
• Develop test scenarios/scripts as defined above
• Final approval/sign-off of the Test and Acceptance Plan
6 Installation and Configuration of the Denton TEST Environment
This task will be completed remotely by Schneider Electric. Schneider Electric will
implement the COTS ArcFM Editor XI, GDBM XI, and ArcFM Mobile XI solution.
This task includes the following items:
• Setup Denton TEST environment EXI machines and ArcFM Tenant
• Validate Enterprise, Pro, and UN configurations
• Run Schema Changes, Data Conversion & other ETL scripts (Both)
• Publish Map Services (Both)
• Configure ArcFM Editor XI as Single Sign-On (SSO) to Portal Sign-On
• Installation and Configuration of ArcFM Mobile XI
• Configure GDBM XI
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Denton will provide all hardware required for the implementation of the TEST
environment. Denton will ensure all necessary hardware and software are installed and
configured prior to the start of the Schneider Electric task. Denton is responsible for
resolving all hardware and third-party software related issues.
Schneider Electric Deliverables:
• Remote installation and configuration of the ArcFM Editor XI solutions in a TEST
Environments at Denton
Power Engineers Responsibilities:
• Install ArcGIS Enterprise, Pro, and Utility Network
• Ensure remote availability of Denton TEST system for implementation activities
• Implementation and testing of any custom components developed by Power Engineers
• Portal Implementation
Denton Responsibilities:
• Provide the hardware required for the software installation with compatible OS and network
connectivity for the TEST systems
• Provide the licensed media for the Denton, server and Schneider Electric software
• Provide all required VPN access to complete the installation and testing of the core
components
• Provide necessary personnel to be on hand for the installation and migration tasks
7 Testing
7.1 Factory Acceptance Testing (FAT)
This is a Schneider Electric Task.
Schneider Electric will conduct a remote Factory Acceptance Testing (FAT) in the Denton
TEST environment. Testing will include the implemented ArcFM Editor XI Core solution.
FAT will be completed based on the approved Test Plan from Task 5. FAT will be based
on the approved T&AP.
The Schneider Electric team will fix all Severity 1 (S1) and Severity 2 (S2) defects, as
required, and update the ArcFM Editor XI solutions software as necessary. If no issues
are identified based on compliance with the T&AP, FAT will be considered complete.
Schneider Electric Deliverables:
• Remote Factory Acceptance Testing
• FAT Defect report
• Defect resolution report
Power Engineers Responsibilities:
• Remote availability of Denton TEST system for implementation of any corrections or fixes
identified during FAT
• Implementation, testing, and defect resolution of any Power Engineers-implemented
solutions
Denton Responsibilities:
• TEST environment support as required (IT and/or business)
• Remote availability for regression testing of resolved FAT defects
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Task Assumption:
• Power Engineers is responsible for the FAT and defect resolution of any custom components
developed or implemented.
7.2 System Acceptance Testing (SAT)
Denton shall perform System Acceptance Testing for the ArcFM Editor XI Solution
software implemented in this project, using the approved T&AP from Task 5.
Denton team members shall record any issues discovered during testing in the issue
tracking system. Schneider Electric will provide a resolution for all discrepancies and will
resolve all Critical or High issues before completion of user acceptance testing and
provide installers should the resolution require a new installer to be created.
When Denton finds a discrepancy, they will first attempt to validate the discrepancy by
reproducing the discrepancy, where possible, before reporting it to Schneider Electric.
Schneider Electric will work to validate the discrepancy. If Schneider Electric can
validate the discrepancy, it will be recorded as a defect and classified as one of four
defect priority levels (reference the descriptions in the table below).
If Schneider Electric cannot validate the discrepancy, Schneider Electric will ask Denton
testing team to either provide more information or to demonstrate how and where the
discrepancy occurs. Based on this information, Schneider Electric will work further to
identify the source of the discrepancy. Schneider Electric may determine that the
discrepancy is not a custom component or application problem but instead a problem
with non-application software, the network, an operator’s use of the system, or a
misunderstanding about how the system’s business rules work.
If Schneider Electric cannot replicate a reported discrepancy, or if Denton testing team
cannot demonstrate it, or if it is determined by Schneider Electric that the discrepancy
has another cause not related to the Schneider Electric scope of work, then Schneider
Electric will notify Denton testing team that the problem is not a software defect and
identify the cause of the defect. If appropriate, Schneider Electric will recommend an
action to take, or an acceptable workaround.
Severity Description
S1
Critical
A Severity 1 defect means that the application or process
does not work as defined in the approved Design Document
and the application or process is stopped with no work
around. The defect(s) may affect multiple users on
frequently used functions.
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Severity Description
S2
High
A Severity 2 defect is less severe than a Severity 1 defect,
but is the result of a significant problem(s). The defect
severely impairs the process and reduces user productivity.
No work around has been identified by Schneider Electric. It
could be a major problem, which affects a limited number of
users or affects functionality not needed daily.
S3
Medium
A Severity 3 defects means that the process has been
impaired but has a Schneider Electric recommended work
around. The user can function near the expected
productivity level. Internal geodatabase structures are
accurate and maintain their integrity.
S4
Low
A Severity 4 defect does not have a significant impact on the
process and reflects a minor problem(s).
During SAT, Schneider Electric will fix all Severity 1 (S1) and Severity 2 (S2) defects with
the COTS ArcFM Editor XI solutions, and as required, issue new releases to Denton. If no
issues are identified based on compliance with the accepted Test and Acceptance plan
criteria, SAT will be considered complete, and Denton will be responsible for providing
written acceptance of the delivered applications. SAT must be approved prior to Cut-
Over and Go-Live activities.
Schneider Electric’s support during Site Acceptance Testing is as follows:
Schneider Electric will provide up to four (4)-business days of remote support during
Denton’s initial review of the configured COTS ArcFM Editor XI System.
Schneider Electric will identify and review any configuration items identified by Denton
during the initial SAT, and provide up to 10-business day of remote issue resolution and
regression testing support that includes updating the Denton TEST environment with
the mutually agreed ArcFM Editor XI configurations. Following the completion of the
issue resolution and regression testing period, Schneider Electric will update and deliver
an As-Built version of the Task 2.4 Denton Configuration Requirements Document.
Denton will approve SAT upon completion of this task.
Schneider Electric Deliverable(s):
• Provide SAT support as defined above
• Provide issue resolution and regression testing support as defined
• Resolve Severity 1 (S1) and Severity 2 (S2) defects
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Power Engineers Responsibilities:
• Remote availability of Denton TEST system for implementation of any corrections or fixes
identified during SAT
• Implementation, testing, and defect resolution of any Power Engineers-implemented
solutions
Denton Responsibilities:
• Perform SAT
• If required, provide remote access to the testing environment for Schneider Electric
technical personnel
• Provide final acceptance of the solution prior to Cut-Over or Go-Live activities
Task Assumption:
• Power Engineers is responsible for the SAT and defect resolution of any custom components
developed or implemented.
8 Training
8.1 Working with ArcFM Editor XI
This two (2)-business day course incorporates core ArcGIS Pro concepts and
functionality as they relate to our utility users. Working with ArcFM Editor XI provides
the foundation needed to effectively use the utility based ArcFM Editor XI software.
Class participants learn how to maintain facility data and to use the software's basic
functionality.
The course covers ArcFM Editor XI concepts and the sketching, editing, and mapping,
components. Ample exercise time simulates a working situation through pre-designed
exercises and scenarios. By the end of the course, participants will understand the basic
functions of the application and how it can be used. The following topics are covered in
this course:
• GIS concepts (features, attributes, behaviors)
• Map navigation tools
• Feature sketching tools, including ArcFM Editor XI Editors
• Precision feature editing tools, including Direction, Length, Parallel, Trace Offset
• Map printing and exporting
Schneider Electric Deliverable(s):
• Provide Working with ArcFM Editor XI remote training course for up to 10-attendees
Power Engineers Responsibilities:
• Ensure participation of Denton resources
• Train Denton in the use of any custom components or integration developed by Power
Engineers
Denton Responsibilities:
• Ensure participation of Denton resources
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Task Assumptions:
• Denton will host all training activities and provide all system administration to prepare the
training facilities
8.2 Working with ArcFM Mobile XI
This one (1)-business day on-site course is geared towards enabling trainers of mobile
end-users to provide the foundation needed to effectively use the utility-based mobile
application. This course will familiarize participants with the mobile tools available to
Denton. The training course will include a series of progressive lectures,
demonstrations, hands-on exercises, and processed-based work scenarios. By the end of
the course, participants will understand the full functionality of the ArcFM Mobile XI
application and how it can best be used within a utility-specific context.
Schneider Electric Deliverables:
• Provide Working with ArcFM Mobile XI remote training course for up to 10-attendees
Power Engineers Responsibilities:
• Ensure participation of Denton resource
• Train Denton in the use of any custom components or integration developed by Power
Engineers
Denton Responsibilities:
• Ensure participation of Denton resources
9 Go-Live
This milestone task identifies when Denton end-users begin performing edits using the
Schneider Electric ArcFM Editor XI solutions in the Denton Production Environments.
Acceptance Testing must be completed and approved prior to the start of this project
phase and production support activity.
9.1 Production Migration
Schneider Electric will provide up to seven (7)-business days of remote support for the
migration of the ArcFM Editor XI, GDBM XI, and ArcFM Mobile XI solution to the
Production System at Denton.
Denton will provide all hardware required for the setup of the PROD environments.
Denton will ensure all necessary hardware and software are installed and configured
prior to the start of the Schneider Electric task. Denton is responsible for resolving all
hardware and third-party software related issues.
Schneider Electric Deliverables:
• Provide up to seven (7)-business days of remote support for the migration of the ArcFM
Editor XI, GDBM XI, and ArcFM Mobile XI solution to one (1) Production System at Denton
Power Engineers Responsibilities:
• Implementation, testing, and defect resolution of any Power Engineers-implemented
solutions
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Denton Responsibilities:
• Migrate the TEST environment applications to the Denton PROD environments
• Provide the hardware required for the software installation with compatible OS and network
connectivity
• Provide the licensed media for the Denton, server and Schneider Electric software
• Provide all required access to complete the installation and testing of the core components
• Provide necessary personnel to be on hand for the installations
9.2 Post Go-Live Production Support
Schneider Electric will provide up to three (3)-business days of remote support post roll-
out of the Denton PROD systems. A Schneider Electric technical expert will be available
to support any questions or issues that arise regarding the configuration or use of the
ArcFM Editor XI, GDBM XI, and ArcFM Mobile XI system.
Denton is responsible for resolving all hardware and third-party software related issues.
Schneider Electric Deliverables:
• Provide remote technical support for the Production Environment post roll-out as defined
above.
Power Engineers Responsibilities:
• Remote availability of the Denton system for issue resolution and troubleshooting activities
• Implementation, testing, and defect resolution of any Power Engineers-implemented
solutions
Denton Responsibilities:
• Provide necessary personnel to be on hand for configuration support or troubleshooting
• Resolve all hardware and third-party software related issues
• Provide all required access to complete the installation and testing of the core components
• Provide necessary personnel to be on hand for the installations
9.3 Remote Production Support
Schneider Electric will provide up to 20-hours of remote technical support for the roll-
out of the production system over a two (2)-week period following PROD migration and
remote post roll-out support. A Schneider Electric technical expert will be available to
support any questions or issues that arise regarding the configuration or use of the
ArcFM Editor XI, GDBM XI, and ArcFM Mobile XI system.
Schneider Electric Deliverables:
• Provide remote technical support for the Production Environment up to 20-hours over a two
(2)-week period.
Power Engineers Responsibilities:
• Remote availability of the Denton system for issue resolution and troubleshooting activities
• Implementation, testing, and defect resolution of any Power Engineers-implemented
solutions
Denton Responsibilities:
• Provide necessary personnel to be on hand for configuration support or troubleshooting
• Resolve all hardware and third-party software related issues
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• issues
10 Go-Live
This milestone task recognizes the delayed production schedule for rollout of the UN
solution at Denton. Schneider Electric will provide project remobilization activities,
deliver an end user training refresh and provide a round of post-production support
10.1 Working with ArcFM Editor XI
This two (2)-business day course incorporates core ArcGIS Pro concepts and
functionality as they relate to our utility users. Working with ArcFM Editor XI provides
the foundation needed to effectively use the utility based ArcFM Editor XI software.
Class participants learn how to maintain facility data and to use the software's basic
functionality.
The course covers ArcFM Editor XI concepts and the sketching, editing, and mapping,
components. Ample exercise time simulates a working situation through pre-designed
exercises and scenarios. By the end of the course, participants will understand the basic
functions of the application and how it can be used. The following topics are covered in
this course:
• GIS concepts (features, attributes, behaviors)
• Map navigation tools
• Feature sketching tools, including ArcFM Editor XI Editors
• Precision feature editing tools, including Direction, Length, Parallel, Trace Offset
• Map printing and exporting
Schneider Electric Deliverable(s):
• Provide Working with ArcFM Editor XI remote training course for up to 10-attendees
Power Engineers Responsibilities:
• Ensure participation of Denton resources
• Train Denton in the use of any custom components or integration developed by Power
Engineers
Denton Responsibilities:
• Ensure participation of Denton resources
Task Assumptions:
• Denton will host all training activities and provide all system administration to prepare the
training facilities
10.2 Remote Production Support
Schneider Electric will provide up to 20-hours of remote technical support for the roll-
out of the production system over a two (2)-week period following PROD migration and
remote post roll-out support. A Schneider Electric technical expert will be available to
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support any questions or issues that arise regarding the configuration or use of the
ArcFM Editor XI, GDBM XI, and ArcFM Mobile XI system.
Upon completion of this task, Denton will be transitioned to the Schneider Electric
Technical Support Team.
Schneider Electric Deliverables:
• Provide remote technical support for the Production Environment up to 20-hours over a two
(2)-week period.
Power Engineers Responsibilities:
• Remote availability of the Denton system for issue resolution and troubleshooting activities
• Implementation, testing, and defect resolution of any Power Engineers-implemented
solutions
Denton Responsibilities:
• Provide necessary personnel to be on hand for configuration support or troubleshooting
• Resolve all hardware and third-party software related issues
• issues
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Project Schedule
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
CONFLICT OF INTEREST QUESTIONNAIRE - FORM CIQ
For vendor or other person doing business with local governmental entity
This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session.
This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who has a business relationship as defined
by Section 176.001(1-a) with a local governmental entity and the vendor meets requirements under Section 176.006(a) and by City of Denton
Ethics Code, Ordinance 18-757.
By law this questionnaire must be filed with the records administrator of the local government entity not later than the 7th business day after the
date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1), Local Government Code.
A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An offense under this section is a
misdemeanor.
1 Name of vendor who has a business relationship with local governmental entity.
2
Check this box if you are filing an update to a previously filed questionnaire.
(The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day
after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.)
3 Name of local government officer about whom the information in this section is being disclosed.
Name of Officer
Describe each employment or other business relationship with the local government officer, or a family member of the officer, as described by Section
176.003(a)(2)(A). Also describe any family relations hip with the local government officer. This section, (item 3 including subparts A, B, C & D), must be
completed for each officer with whom the vendor has an employment or other business relationship as defined by Section 176.00 1(1-a), Local Government Code.
Attach additional pages to this Form CIQ as necessary.
A. Is the local government officer named in this section receiving or likely to receive taxable income, other than investment income, from the vendor?
Yes No
B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer named in
this section AND the taxable income is not received from the local governmental entity?
Yes No
C. Is the filer of this questionnaire employed by a corporation or other business entity with respect to which the local government officer serves as an officer
or director, or holds an ownership of one percent or more?
Yes No
D. Describe each employment or business and family relationship with the local government officer named in this section.
4
I have no Conflict of Interest to disclose.
5
Signature of vendor doing business with the governmental entity Date
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697ATTACHMENT B
POWER ENGINEERS, INCORPORATED
X
X
X
X
9/12/2022
CONFLICT OF INTEREST QUESTIONNAIRE
For vendor doing business with local governmental entity
A complete copy of Chapter 176 of the Local Government Code may be found at http://www.statutes.legis.state.tx.us/ Docs/LG/htm/LG.176.htm. For easy
reference, below are some of the sections cited on this form.
Local Government Code § 176.001(1-a): "Business relationship" means a connection between two or more parties based on commercial activity of one of the
parties. The term does not include a connection based on:
(A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an agency of a federal, state, or local
governmental entity;
(B) a transaction conducted at a price and subject to terms available to the public; or
(C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by,
and reporting to, that agency.
Local Government Code § 176.003(a)(2)(A) and (B):
(A) A local government officer shall file a conflicts disclosure statement with respect to a vendor if:
(2) the vendor:
(A) has an employment or other business relationship with the local government officer or a family member of the officer that
results in the officer or family member receiving taxable income, other than investment income, that exceeds $2,500 during
the 12-month period preceding the date that the officer becomes aware that
(i) a contract between the local governmental entity and vendor has been executed; or
(ii) the local governmental entity is considering entering into a contract with the vendor;
(B) has given to the local government officer or a family member of the officer one or more gifts that have an aggregate value of more
than $100 in the 12-month period preceding the date the officer becomes aware that:
(i) a contract between the local governmental entity and vendor has been executed; or
(ii) the local governmental entity is considering entering into a contract with the vendor.
Local Government Code § 176.006(a) and (a-1)
(a) A vendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship with a local governmental entity and:
(1) has an employment or other business relationship with a local government officer of that local governmental entity, or a family member
of the officer, described by Section 176.003(a)(2)(A);
(2) has given a local government officer of that local governmental entity, or a family member of the officer, one or more gifts with the
aggregate value specified by Section 176.003(a)(2)(B), excluding any gift described by Section 176.003(a-1); or
(3) has a family relationship with a local government officer of that local governmental entity.
(a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator not later than the seventh business day
after the later of:
(1) the date that the vendor:
(A) begins discussions or negotiations to enter into a contract with the local governmental entity; or
(B) submits to the local governmental entity an application, response to a request for proposals or bids, correspondence, or another
writing related to a potential contract with the local governmental entity; or
(2) the date the vendor becomes aware:
(A) of an employment or other business relationship with a local government officer, or a family member of the officer,
described by Subsection (a);
(B) that the vendor has given one or more gifts described by Subsection (a); or
(C) of a family relationship with a local government officer.
City of Denton Ethics Code Ordinance Number 18-757
Definitions:
Relative: a family member related to a City Official within the third 3rd degree of affinity (marriage) or consanguinity (blood or adoption)
City Official: for purpose of this article, the term consists of the Council Members, Department Heads, or member of the Board of Ethics, Planning
and zoning Commission Members, Board of Adjustment, Historic Landmark Commission, or Public Utilities Board
Vendor: a person who provides or seeks to provide goods, services, and/or real property to the City in exchange for compensation. This definition
does not include those property owners from whom the City acquires public right-of-way or other real property interests for public use.
Per the City of Denton Ethics Code, Section 2-273. – Prohibitions
(3) It shall be a violation of this Article for a Vendor to offer or give a Gift to City Official exceeding fifty dollars ($50.00) per gift, or multiple gifts
cumulatively valued at more than two hundred dollars ($200.00) per a single fiscal year.
Per the City of Denton Ethics Code, Section 2-282. – Disposition (b), (5) Ineligibility
If the Board of Ethics finds that a Vendor has violated this Article, the Board may recommend to the City Manager that the Vendor be deemed
ineligible to enter into a City contract or other arrangement for goods, services, or real property, for a period of one (1) year.
Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/30/2015
DocuSign Envelope ID: ED3A15E2-E0CD-4D80-81B6-AB8AAB00F697
Certificate Of Completion
Envelope Id: ED3A15E2E0CD4D8081B6AB8AAB00F697 Status: Completed
Subject: Please DocuSign: City Council Contract 7804-002 Conversion of Geometric Network to Utility Network
Source Envelope:
Document Pages: 73 Signatures: 6 Envelope Originator:
Certificate Pages: 6 Initials: 1 Christa Christian
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-06:00) Central Time (US & Canada)
901B Texas Street
Denton, TX 76209
Christa.Christian@cityofdenton.com
IP Address: 198.49.140.104
Record Tracking
Status: Original
9/8/2022 11:00:05 AM
Holder: Christa Christian
Christa.Christian@cityofdenton.com
Location: DocuSign
Signer Events Signature Timestamp
Christa Christian
christa.christian@cityofdenton.com
Senior Buyer
City of Denton
Security Level: Email, Account Authentication
(None)
Completed
Using IP Address: 198.49.140.104
Sent: 9/8/2022 11:09:50 AM
Viewed: 9/8/2022 11:10:09 AM
Signed: 9/8/2022 11:10:52 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Lori Hewell
lori.hewell@cityofdenton.com
Purchasing Manager
City of Denton
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.104
Sent: 9/8/2022 11:10:58 AM
Viewed: 9/8/2022 4:08:55 PM
Signed: 9/8/2022 4:12:57 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Marcella Lunn
marcella.lunn@cityofdenton.com
Deputy City Attorney
City of Denton
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 47.24.6.135
Sent: 9/8/2022 4:13:02 PM
Viewed: 9/8/2022 9:21:05 PM
Signed: 9/8/2022 9:30:25 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Holger Peller
holger.peller@powereng.com
EVP Power Delivery
POWER Engineers Incorporated
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 209.141.115.2
Sent: 9/9/2022 3:23:08 PM
Viewed: 9/12/2022 12:16:45 PM
Signed: 9/12/2022 12:18:01 PM
Electronic Record and Signature Disclosure:
Accepted: 9/12/2022 12:16:45 PM
ID: 867b38af-2415-4b1d-86ce-d72b3780266d
Signer Events Signature Timestamp
Antonio Puente
Antonio.Puente@cityofdenton.com
DME General Manager
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 47.184.71.41
Sent: 9/12/2022 12:18:06 PM
Viewed: 9/12/2022 1:28:12 PM
Signed: 9/12/2022 1:28:42 PM
Electronic Record and Signature Disclosure:
Accepted: 9/12/2022 1:28:12 PM
ID: 1c5e1544-0c3c-4946-a608-ebdc92e35fcf
Cheyenne Defee
cheyenne.defee@cityofdenton.com
Procurement Administration Supervisor
City of Denton
Security Level: Email, Account Authentication
(None)
Completed
Using IP Address: 198.49.140.104
Sent: 9/12/2022 1:28:48 PM
Viewed: 10/19/2022 7:15:58 AM
Signed: 10/19/2022 7:16:35 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Sara Hensley
sara.hensley@cityofdenton.com
City Manager
City of Denton
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.10
Sent: 10/19/2022 7:16:40 AM
Viewed: 10/19/2022 7:20:35 AM
Signed: 10/19/2022 7:20:40 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Rosa Rios
rosa.rios@cityofdenton.com
City Secretary
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.10
Sent: 10/19/2022 7:20:46 AM
Viewed: 10/19/2022 10:45:37 AM
Signed: 10/19/2022 10:46:05 AM
Electronic Record and Signature Disclosure:
Accepted: 10/19/2022 10:45:37 AM
ID: d6ce6995-a1b6-4680-b088-e14169b4be63
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Cheyenne Defee
cheyenne.defee@cityofdenton.com
Procurement Administration Supervisor
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 9/8/2022 11:10:58 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Carbon Copy Events Status Timestamp
Hugo Bonjour
hugo.bonjour@powereng.com
Security Level: Email, Account Authentication
(None)
Sent: 9/9/2022 3:23:13 PM
Viewed: 9/9/2022 3:33:58 PM
Electronic Record and Signature Disclosure:
Accepted: 9/9/2022 2:11:38 PM
ID: b060477b-8950-437a-88e7-0e4fd923bdc9
Gretna Jones
gretna.jones@cityofdenton.com
Legal Secretary
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 9/12/2022 1:28:48 PM
Viewed: 9/12/2022 4:24:31 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
City Secretary Office
citysecretary@cityofdenton.com
Security Level: Email, Account Authentication
(None)
Sent: 10/19/2022 10:46:10 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Jerry Looper
jerry.looper@cityofdenton.com
Security Level: Email, Account Authentication
(None)
Sent: 10/19/2022 10:46:12 AM
Electronic Record and Signature Disclosure:
Accepted: 9/23/2022 7:39:09 AM
ID: 7dbc27d8-971e-4f03-acb6-c953f8c9457a
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 9/8/2022 11:09:50 AM
Certified Delivered Security Checked 10/19/2022 10:45:37 AM
Signing Complete Security Checked 10/19/2022 10:46:05 AM
Completed Security Checked 10/19/2022 10:46:12 AM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City of Denton (we, us or Company) may be required by law to provide to
you certain written notices or disclosures. Described below are the terms and conditions for
providing to you such notices and disclosures electronically through your DocuSign, Inc.
(DocuSign) Express user account. Please read the information below carefully and thoroughly,
and if you can access this information electronically to your satisfaction and agree to these terms
and conditions, please confirm your agreement by clicking the 'I agree' button at the bottom of
this document.
Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available
electronically to you by us. For such copies, as long as you are an authorized user of the
DocuSign system you will have the ability to download and print any documents we send to you
through your DocuSign user account for a limited period of time (usually 30 days) after such
documents are first sent to you. After such time, if you wish for us to send you paper copies of
any such documents from our office to you, you will be charged a $0.00 per-page fee. You may
request delivery of such paper copies from us by following the procedure described below.
Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time
change your mind and tell us that thereafter you want to receive required notices and disclosures
only in paper format. How you must inform us of your decision to receive future notices and
disclosure in paper format and withdraw your consent to receive notices and disclosures
electronically is described below.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the
speed at which we can complete certain steps in transactions with you and delivering services to
you because we will need first to send the required notices or disclosures to you in paper format,
and then wait until we receive back from you your acknowledgment of your receipt of such
paper notices or disclosures. To indicate to us that you are changing your mind, you must
withdraw your consent using the DocuSign 'Withdraw Consent' form on the signing page of your
DocuSign account. This will indicate to us that you have withdrawn your consent to receive
required notices and disclosures electronically from us and you will no longer be able to use your
DocuSign Express user account to receive required notices and consents electronically from us
or to sign electronically documents from us.
All notices and disclosures will be sent to you electronically
Unless you tell us otherwise in accordance with the procedures described herein, we will provide
electronically to you through your DocuSign user account all required notices, disclosures,
authorizations, acknowledgements, and other documents that are required to be provided or
made available to you during the course of our relationship with you. To reduce the chance of
you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required
notices and disclosures to you by the same method and to the same address that you have given
us. Thus, you can receive all the disclosures and notices electronically or in paper format through
the paper mail delivery system. If you do not agree with this process, please let us know as
described below. Please also see the paragraph immediately above that describes the
consequences of your electing not to receive delivery of the notices and disclosures
electronically from us.
Electronic Record and Signature Disclosure created on: 7/21/2017 3:59:03 PM
Parties agreed to: Holger Peller, Antonio Puente, Rosa Rios, Hugo Bonjour, Jerry Looper
How to contact City of Denton:
You may contact us to let us know of your changes as to how we may contact you electronically,
to request paper copies of certain information from us, and to withdraw your prior consent to
receive notices and disclosures electronically as follows:
To contact us by email send messages to: purchasing@cityofdenton.com
To advise City of Denton of your new e-mail address
To let us know of a change in your e-mail address where we should send notices and disclosures
electronically to you, you must send an email message to us at melissa.kraft@cityofdenton.com
and in the body of such request you must state: your previous e-mail address, your new e-mail
address. We do not require any other information from you to change your email address..
In addition, you must notify DocuSign, Inc to arrange for your new email address to be reflected
in your DocuSign account by following the process for changing e-mail in DocuSign.
To request paper copies from City of Denton
To request delivery from us of paper copies of the notices and disclosures previously provided
by us to you electronically, you must send us an e-mail to purchasing@cityofdenton.com and in
the body of such request you must state your e-mail address, full name, US Postal address, and
telephone number. We will bill you for any fees at that time, if any.
To withdraw your consent with City of Denton
To inform us that you no longer want to receive future notices and disclosures in electronic
format you may:
i. decline to sign a document from within your DocuSign account, and on the subsequent
page, select the check-box indicating you wish to withdraw your consent, or you may;
ii. send us an e-mail to purchasing@cityofdenton.com and in the body of such request you
must state your e-mail, full name, IS Postal Address, telephone number, and account
number. We do not need any other information from you to withdraw consent.. The
consequences of your withdrawing consent for online documents will be that transactions
may take a longer time to process..
Required hardware and software
Operating Systems: Windows2000? or WindowsXP?
Browsers (for SENDERS): Internet Explorer 6.0? or above
Browsers (for SIGNERS): Internet Explorer 6.0?, Mozilla FireFox 1.0,
NetScape 7.2 (or above)
Email: Access to a valid email account
Screen Resolution: 800 x 600 minimum
Enabled Security Settings:
•Allow per session cookies
•Users accessing the internet behind a Proxy
Server must enable HTTP 1.1 settings via
proxy connection
** These minimum requirements are subject to change. If these requirements change, we will
provide you with an email message at the email address we have on file for you at that time
providing you with the revised hardware and software requirements, at which time you will
have the right to withdraw your consent.
Acknowledging your access and consent to receive materials electronically
To confirm to us that you can access this information electronically, which will be similar to
other electronic notices and disclosures that we will provide to you, please verify that you
were able to read this electronic disclosure and that you also were able to print on paper or
electronically save this page for your future reference and access or that you were able to
e-mail this disclosure and consent to an address where you will be able to print on paper or
save it for your future reference and access. Further, if you consent to receiving notices and
disclosures exclusively in electronic format on the terms and conditions described above,
please let us know by clicking the 'I agree' button below.
By checking the 'I Agree' box, I confirm that:
• I can access and read this Electronic CONSENT TO ELECTRONIC RECEIPT OF
ELECTRONIC RECORD AND SIGNATURE DISCLOSURES document; and
• I can print on paper the disclosure or save or send the disclosure to a place where I can
print it, for future reference and access; and
• Until or unless I notify City of Denton as described above, I consent to receive from
exclusively through electronic means all notices, disclosures, authorizations,
acknowledgements, and other documents that are required to be provided or made
available to me by City of Denton during the course of my relationship with you.