HomeMy WebLinkAboutAgenda Report - November 16, 2022 C-11CITY OF
All%
�
i
CALIFORNIA
AGENDA ITEM C40 I I
COUNCIL COMMUNICATION
AGENDA TITLE: Adopt Resolution Authorizing City Manager to Execute Three -Year Professional Services
Agreement with Power Engineers, Inc. of Hailey, ID for Utility Network Implementation Services
($225.000)
MEETING DATE: November 16, 2022
PREPARED BY: Electric Utility Director
RECOMMENDED ACTION: Adopt a resolution authorizing the City Manager to execute a three-year
Professional Services Agreement with Power Engineers, Inc. of Hailey, ID for
Utility Network Implementation Services in an amount not -to -exceed $225,000.
BACKGROUND INFORMATION: Lodi Electric Utility (LEU) was previously working directly with ESRI to convert
the Milsoft Engineering Model as well as AutoCAD models to the ArcGIS
platform, enabling the use of the Utility Network Model for all electrical assets.
ESRI has since converted the Milsoft model to the ArcGIS platform; however, only a very small portion of the model was
Implemented with the Utility Network. The model conversion is not usable in any form at this point. With ESRI's renewal
upcoming, Power Engineers, Inc. (Power) was going to be subcontracted by SSRI to progress the model into a usable
form factor and as the sole source of information for LEU going forward. After multiple conversations with both ESRI and
Power, the best method Forward was to work directly with Power to continue with the GIS conversion,
LEU Engineers will work directly with Power in an iterative and aggressive approach to fully convert the Milsoft model and
ESRI's GIS model into a usable package that can be used as LEU's main mapping platform going forward. This will
enable all mapping to be completed in ArcGIS and be automatically synchronized with Milsoft so no additional edits and
personnel time is required.
The initial project will consist of Phase 1 and Phase 2 Planning. Phase 1 will Include most necessary components for LEU
to be able to use ArcGIS for mapping going forward. A Phase 2 approach will be required at a later date to fully integrate
all components from the detailed AutoCAD maps for a fully immersive GIS mapping experience.
Per Lodi Municipal Code, Section 3.20,075, engineering services are exempt from bidding requirements and shall be
awarded on the basis of professional qualifications and experience, quality of service, past performance and negotiated
prices. LEU Engineering staff discussed the proposed scope of work with multiple firms and concluded Power was most
qualified to complete the necessary work at a reasonable cost.
FISCAL IMPACT: Not -to -exceed $225,000 for Phase 1 and Phase II Planning. Phase II implementation
costs will be additional and brought back to Council for further consideration at a future
date.
APPROVED:
Stephen Schwab auer, City Manager
Adopt Resolution Authorizing City Manager to Execute Three -Year Professlonal Services Agreement with Power Engineers, Inc. of Halley, ID for Utility
Network Implementation Services ($225,000)
November 16, 2022
Page 2
FUNDING AVAILABLE: Account No. 50061500.72450,
Andrew Keys
Andrew Keys
Deputy City Manager/Internal Services Director
�� i�z
iI fr Prk F . • I'ITor l_lq ld I5S.'• PEI }I
Jeff Berkheimer
Electric Utility Director
Signature: Oovj � X&. Oh/
Email: akeys@lodi.gov
AGREEMENT FOR PROFESSIONAL SERVICES
ARTICLE 1
PARTIES AND PURPOSE
Section 1.1 Parties
THIS AGREEMENT is entered into on 2022 , by and between the CITY OF
LODI, a municipal corporation (hereinafter "CITY"), and POWER ENGINEERS, INC., an Idaho
corporation authorized to do business in California (hereinafter "CONTRACTOR").
Section 1.2 Purpose
CITY selected the CONTRACTOR to provide the services required in accordance with attached
Scope of Services, Exhibit A, attached and incorporated by this reference.
CITY wishes to enter into an agreement with CONTRACTOR for Utility Network Implementation
Services (hereinafter "Project") as set forth in the Scope of Services attached here as Exhibit A.
CONTRACTOR acknowledges that it is qualified to provide such services to CITY.
ARTICLE 2
SCOPE OF SERVICES
Section 2.1 Scope of Services
CONTRACTOR, for the benefit and at the direction of CITY, shall perform the Scope of Services
as set forth in Exhibit A.
Section 2.2 Time For Commencement and Completion of Work
CONTRACTOR shall commence work pursuant to this Agreement, upon receipt of a written notice
to proceed from CITY or on the date set forth in Section 2.6, whichever occurs first, and shall perform all
services diligently and complete work under this Agreement based on a mutually agreed upon timeline
or as otherwise designated in the Scope of Services.
CONTRACTOR shall submit to CITY such reports, diagrams, drawings and other work products
as may be designated in the Scope of Services.
CONTRACTOR shall not be responsible for delays caused by the failure of CITY staff to provide
required data or review documents within the appropriate time frames. The review time by CITY and any
other agencies involved in the project shall not be counted against CONTRACTOR's contract
performance period. Also, any delays due to weather, vandalism, acts of God, etc., shall not be counted.
CONTRACTOR shall remain in contact with reviewing agencies and make all efforts to review and return
all comments.
Section 2.3 Meetings
CONTRACTOR shall attend meetings as may be set forth in the Scope of Services.
Section 2.4 Staffing
1
CONTRACTOR acknowledges that CITY has relied on CONTRACTOR's capabilities and on the
qualifications of CONTRACTOR's principals and staff as identified in its proposal to CITY. The Scope of
Services shall be performed by CONTRACTOR, unless agreed to otherwise by CITY in writing. CITY
shall be notified by CONTRACTOR of any change of Project Manager and CITY is granted the right of
approval of all original, additional and replacement personnel at CITY's sole discretion and shall be
notified by CONTRACTOR of any changes of CONTRACTOR's project staff prior to any change.
CONTRACTOR represents it is prepared to and can perform all services within the Scope of
Services (Exhibit A) and is prepared to and can perform all services specified therein. CONTRACTOR
represents that it has, or will have at the time this Agreement is executed, all licenses, permits,
qualifications, insurance and approvals of whatsoever nature are legally required for CONTRACTOR to
practice its profession, and that CONTRACTOR shall, at its own cost and expense, keep in effect during
the life of this Agreement all such licenses, permits, qualifications, insurance and approvals, and shall
indemnify, defend and hold harmless CITY against any costs associated with such licenses, permits,
qualifications, insurance and approvals which may be imposed against CITY under this Agreement.
Section 2.5 Subcontracts
Unless prior written approval of CITY is obtained, CONTRACTOR shall not enter into any
subcontract with any other party for purposes of providing any work or services covered by this
Agreement.
Section 2.6 Term
The term of this Agreement commences on December 1, 2022, and terminates upon the
completion of the Scope of Services or on December 1, 2025, whichever occurs first.
ARTICLE 3
COMPENSATION
Section 3.1 Compensation
CONTRACTOR's compensation for all work under this Agreement shall conform to the provisions
of the Fee Proposal, attached hereto as Exhibit B and incorporated by this reference.
CONTRACTOR shall not undertake any work beyond the scope of this Agreement unless such
additional work is approved in advance and in writing by CITY.
Section 3.2 Method of Pa ment
CONTRACTOR shall submit invoices for completed work on a monthly basis, or as otherwise
agreed, providing, without limitation, details as to amount of hours, individual performing said work, hourly
rate, and indicating to what aspect of the Scope of Services said work is attributable. CONTRACTOR's
compensation for all work under this Agreement shall not exceed the amount of the Fee Proposal.
Section 3.3 Costs
2
The Fee Proposal shall include all reimbursable costs required for the performance of the Scope
of Services. Payment of additional reimbursable costs considered to be over and above those inherent
in the original Scope of Services shall be approved in advanced and in writing, by CITY.
Section 3.4 Auditing
CITY reserves the right to periodically audit all charges made by CONTRACTOR to CITY for
services under this Agreement. Upon request, CONTRACTOR agrees to furnish CITY, or a designated
representative, with necessary information and assistance needed to conduct such an audit.
CONTRACTOR agrees that CITY or its delegate will have the right to review, obtain and copy all
records pertaining to performance of this Agreement. CONTRACTOR agrees to provide CITY or its
delegate with any relevant information requested and shall permit CITY or its delegate access to its
premises, upon reasonable notice, during normal business hours for the purpose of interviewing
employees and inspecting and copying such books, records, accounts, and other material that may be
relevant to a matter under investigation for the purpose of determining compliance with
this requirement. CONTRACTOR further agrees to maintain such records for a period of three (3) years
after final payment under this Agreement.
ARTICLE 4
MISCELLANEOUS PROVISIONS
Section 4.1 Nondiscrimination
In performing services under this Agreement, CONTRACTOR shall not discriminate in the
employment of its employees or in the engagement of any sub -contractor on the basis of race, color,
religion, sex, sexual orientation, marital status, national origin, ancestry, age, or any other criteria
prohibited by law.
Section 4.2 ADA Com liance
In performing services under this Agreement, CONTRACTOR shall comply with the Americans
with Disabilities Act (ADA) of 1990, and all amendments thereto, as well as all applicable regulations and
guidelines issued pursuant to the ADA.
Section 4.3 Indemnification and Responsibility for Damage
CONTRACTOR to the fullest extent permitted by law, shall indemnify and hold harmless CITY,
its elected and appointed officials, directors, officers, employees and volunteers from and against any
claims, damages, losses, and expenses (including reasonable attorney's fees and costs), arising out of
performance of the services to be performed under this Agreement, provided that any such claim,
damage, loss, or expense is caused by the negligent acts, errors or omissions of CONTRACTOR, any
subcontractor employed directly by CONTRACTOR, anyone directly or indirectly employed by any of
them, or anyone for whose acts they may be liable, except those injuries or damages arising out of the
active negligence, sole negligence, or sole willful misconduct of the City of Lodi, its elected and appointed
3
officials, directors, officers, employees and volunteers. CONTRACTOR's obligation to indemnify and hold
harmless shall extend only to CONTRACTOR's percentage of negligence contributing to such claim,
damage, loss or expense on a comparative basis of fault and responsibility between CONTRACTOR and
CITY. The indemnification obligations required by this Agreement are subject to the limitation of liability
section of this Agreement set forth in Section 4.23.
Section 4.4 No Personal Liability
Neither the City Council, nor any other officer or authorized assistant or agent or City employee
shall be personally responsible for any liability arising under this Agreement.
Section 4.5 Responsibility of CITY
CITY shall not be held responsible for the care or protection of any material or parts of the work
described in the Scope of Services prior to final acceptance by CITY, except as expressly provided herein.
Section 4.6 Insurance Re uirements for CONTRACTOR
CONTRACTOR shall take out and maintain during the life of this Agreement, insurance coverage
as set forth in Exhibit C attached hereto and incorporated by this reference.
Section 4.7 Successors and Assigns
CITY and CONTRACTOR each bind themselves, their partners, successors, assigns, and legal
representatives to this Agreement without the written consent of the others. CONTRACTOR shall not
assign or transfer any interest in this Agreement without the prior written consent of CITY. Consent to
any such transfer shall be at the sole discretion of CITY.
Section 4.8 Notices
Any notice required to be given by the terms of this Agreement shall be in writing signed by an
authorized representative of the sender and shall be deemed to have been given when the same is
personally served or upon receipt by express or overnight delivery, postage prepaid, or three (3) days
from the time of mailing if sent by first class or certified mail, postage prepaid, addressed to the respective
parties as follows:
To CITY: City of Lodi
221 West Pine Street
P.O. Box 3006
Lodi, CA 95241-1910
Attn: Electric Utility Director
To CONTRACTOR:
POWER Engineers, Inc.
3940 Glenbrook Drive
Hailey, ID 83333
Attn: Gregory Meyet
4
Section 4.9 Cooperation of CITY
CITY shall cooperate fully and in a timely manner in providing relevant information it has at its
disposal relevant to the Scope of Services.
Section 4.10 CONTRACTOR is Not an Employee of CITY
CONTRACTOR agrees that in undertaking the duties to be performed under this Agreement, it
shall act as an independent contractor for and on behalf of CITY and not an employee of CITY. CITY
shall not direct the work and means for accomplishment of the services and work to be performed
hereunder. CITY, however, retains the right to require that work performed by CONTRACTOR meet
specific standards without regard to the manner and means of accomplishment thereof.
Section 4.11 Termination
CITY may terminate this Agreement, with or without cause, by giving CONTRACTOR at least ten
(10) days written notice. Where phases are anticipated within the Scope of Services, at which an
intermediate decision is required concerning whether to proceed further, CITY may terminate at the
conclusion of any such phase. Upon termination, CONTRACTOR shall be entitled to payment as set
forth in the attached Exhibit B to the extent that the work has been performed. Upon termination,
CONTRACTOR shall immediately suspend all work on the Project and deliver any documents or work in
progress to CITY. However, CITY shall assume no liability for costs, expenses or lost profits resulting
from services not completed or for contracts entered into by CONTRACTOR with third parties in reliance
upon this Agreement.
Section 4.12 Confidentiality
CONTRACTOR agrees to maintain confidentiality of all work and work products produced under
this Agreement, except to the extent otherwise required by law or permitted in writing by CITY. CITY
agrees to maintain confidentiality of any documents owned by CONTRACTOR and clearly marked by
CONTRACTOR as "Confidential" or "Proprietary", except to the extent otherwise required by law or
permitted in writing by CONTRACTOR. CONTRACTOR acknowledges that CITY is subject to the
California Public Records Act.
Section 4.13 Applicable Law, Jurisdiction, and Attorney's Fees
This Agreement shall be governed by the laws of the State of California. Jurisdiction of litigation
arising from this Agreement shall be venued with the San Joaquin County Superior Court. The Parties
shall attempt in good faith to resolve any dispute arising out of or relating to this Agreement, or any breach
hereof or any Work performed hereunder, promptly by negotiation between executives who have
authority to settle the controversy on behalf of each of the parties. 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. In the event that the parties are unable to
5
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 negotiations
following the Commercial Mediation Rules published by the American Arbitration Association. In the
event any dispute between the parties arises under or regarding this Agreement, the prevailing party in
any litigation of the dispute shall be entitled to reasonable attorney's fees from the party who does not
prevail as determined by the San Joaquin County Superior Court.
Section 4.14 City Business License Re uirement
CONTRACTOR acknowledges that Lodi Municipal Code Section 3.01.020 requires
CONTRACTOR to have a city business license and CONTRACTOR agrees to
secure such license and pay the appropriate fees prior to performing any work hereunder.
Section 4.15 Captions
The captions of the sections and subsections of this Agreement are for convenience only and
shall not be deemed to be relevant in resolving any question or interpretation or intent hereunder.
Section 4.16 Integration and Modification
This Agreement represents the entire understanding of CITY and CONTRACTOR as to those
matters contained herein. No prior oral or written understanding shall be of any force or effect with respect
to those matters covered hereunder. This Agreement may not be modified or altered except in writing,
signed by both parties.
Section 4.17 Contract Terms Prevail
All exhibits and this Agreement are intended to be construed as a single document. Should any
inconsistency occur between the specific terms of this Agreement and the attached exhibits, the terms of
this Agreement shall prevail.
Section 4.18 Severability
The invalidity in whole or in part of any provision of this Agreement shall not void or affect the
validity of any other provision of this Agreement.
Section 4.19 Ownership of Documents
All documents, photographs, reports, analyses, audits, computer media, or other material
documents or data, and working papers, whether or not in final form, which have been obtained or
prepared under this Agreement, shall be deemed the property of CITY. Notwithstanding the foregoing,
CONTRACTOR shall be allowed to retain one copy consistent with good professional practice for legal
and archival reasons, subject to the restrictions on disclosure contained in this Agreement. Upon CITY's
request, CONTRACTOR shall allow CITY to inspect all such documents during CONTRACTOR's regular
business hours. Upon termination or completion of services under this Agreement, all information
collected, work product and documents shall be delivered by CONTRACTOR to CITY within ten (10)
6
calendar days. CITY agrees to indemnify, defend and hold CONTRACTOR harmless from any liability
resulting from CITY's use of such documents for any purpose other than the purpose for which they were
intended.
Section 4.20 Authority
The undersigned hereby represent and warrant that they are authorized by the parties to execute
this Agreement.
Section 4.21 Federal Transit Fundin-g Conditions
If the box at left is checked, the Federal Transit Funding conditions attached as Exhibit D apply
to this Agreement. In the event of a conflict between the terms of this Agreement or any of its other
exhibits, and the Federal Transit Funding Conditions, the Federal Transit Funding Conditions will control.
Section 4.22 Counterparts and Electronic Sipnatures
This Agreement and other documents to be delivered pursuant to this Agreement may be
executed in one or more counterparts, each of which will be deemed to be an original copy and all of
which, when taken together, will be deemed to constitute one and the same agreement or document, and
will be effective when counterparts have been signed by each of the parties and delivered to the other
parties. Each party agrees that the electronic signatures, whether digital or encrypted, of the parties
included in this Agreement are intended to authenticate this writing and to have the same force and effect
as manual signatures. Delivery of a copy of this Agreement or any other document contemplated hereby,
bearing an original manual or electronic signature by facsimile transmission (including a facsimile
delivered via the Internet), by electronic mail in "portable document format" (".pdf') or similar format
intended to preserve the original graphic and pictorial appearance of a document, or through the use of
electronic signature software will have the same effect as physical delivery of the paper document bearing
an original signature.
Section 4.23 Limitation of Liability
Notwithstanding any other provision of this Agreement to the contrary, the liability of Contractor to
City and to all entities having contractual relations with City 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 City as set forth in this Agreement, shall not exceed the
insurance limits set forth Exhibit C for the applicable policy, and if the claim is non -insurable, Contractor's
liability will be limited to the highest insurance limit amount listed in Exhibit C.
Section 4.24 Consequential Damages
Notwithstanding any other provision of this Agreement to the contrary, neither Contractor nor 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
7
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.
IN WITNESS WHEREOF, CITY and CONTRACTOR have executed this Agreement as of the
date first above written.
ATTEST:
OLIVIA NASHED
City Clerk
APPROVED AS TO FORM:
JANICE D. MAGDICH, City Attorney
CITY OF LODI, a municipal corporation
STEPHEN SCHWABAUER
City Manager
POWER ENGINEERS, INC., an Idaho corporation
authorized to do business in California
By: By:
Attachments:
KRISTI NORMAN
Director of Business Development
Exhibit A — Scope of Services
Exhibit B — Fee Proposal
Exhibit C — Insurance Requirements
Exhibit D — Federal Transit Funding Conditions (if applicable)
Funding Source:
50061500.72450
Doc ID:
CA:Rev.02.2022.LT
Exhibit A: Scope of Services
sooll
PROJECTNUMBEM
PROJECT CONTACT: Ke/da Kenessey
EMM/L: kelrin.kenessey;�;j�oiyr. rrng.conr
PHONE: 676.9664441
rPOWER
AdENGINEERS
September 28, 2022
CITY OF LODI
Utility Network Implementation
Electric
ArcG I S Utility Network
Network management for utilities
POWER ENGINEERS, INC.
02022, POWER Engineers, Inc. All rights reserved.
The contents of this document are the property of POWER Engineers, Inc. No part of this work may
be reproduced or transmitted in arty form or by any means, except as permitted in written agreement
with POWER Engineers, Inc.
POWER Engineers, Inc. has made every reasonable attempt to ensure the completeness and
accuracy of this document. However, the information contained is subject to change without notice,
and does not represent a commitment on the part ofPOWER Engineers, Inc.
Any attached hardware schematics and technical descriptions, or software listings that disclose
source code, are for information purposes only. Reproduction in whole or in part to create working
hardware or software for other than POWER Engineers, Inc. products is strictly prohibited, except
as permitted by written license agreement with POWER Engineers, Inc.
hin&-w%v.pn%vefeneeoml
All product and company names mentioned herein are the trademarks or service marks of their
respective owners.
BOI_122_550_Lodi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
3
130I_122_550_1-odi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
POWER ENGINEERS, INC.
Contents
1
INTRODUCTION............................................................................................................................
4
2
DATA MODELING.........................................................................................................................
5
3
MILSOF'T DATA CONVERSION.................................................................................................
6
4
UTILITV NETWORK CONFIGURATION.................................................................................
7
5
POWER NETWORK EXTRACTOR............................................................................................
8
6
GO LIVE..........................................................................................................................................
9
7
PHASE 2 PLANNING...................................................................................................................
10
8
SCOPE OF WORK........................................................................................................................
11
PROJECTASSUMPTIONS....................................................................................................................
11
PROJECTTASKS..................................................................................................................................
12
8_1
KICKOFF MEETING.....................................................................................................................
12
8_2
DATA MODELING........................................................................................................................
12
8_3
MILSOFT DATA CONVERSION.....................................................................................................
12
8.4
UTILITY NETWORK CONFIGURATION ........................................... :.................................. ............
13
8_5
POWER NETWORK EXTRACTOR.................................................................................................14
8.6
GO LIVE...................................................................................................................................................................14
8_7
TRAINING FOR MILSOFT USERS...................................................................................................
14
8_8
PHASE 2 PLANNING.....................................................................................................................
15
9
ESTIMATED TIMELINE............................................................................................................
16
10
EXIBIT B: FEE PROPOSAL......................................................................................................
17
3
130I_122_550_1-odi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
POWER ENGINEERS, INC.
POWER is pleased to provide The City of Lodi Electric Utility (Lodi) with the following proposal and
scope of work to convert their current Milsoft data to Esri's Utility Network.
Currently, Lodi maintains their electric data in at least two places: Milsoft and CAD 1-lines/3-lines. Data
is updated in both places resulting in double data entry for Lodi staff. For Lodi to remove this
redundancy, the data must be first located and maintained in a centralized geodatabase. Lodi determined
that Esri's new Utility Network solution was the best fit.
Lodi contacted Esri and requested a Utility Network assessment to gauge the effort that would be needed
to move their Milsoft data into a Utility Network geodatabase. Esri performed that conversion and
energized a single circuit but provided no way for Lodi to extract that data back into Milsoft.
POWER has developed a network extractor interface that will export the utility network subnetworks in a
format that Milsoft can consume and fully represents the energized circuits needed for Milsoft.
The following sections and scope of work will detail the approach that POWER will take to convert
Lodi's Milsoft data into the Utility Network, with fully configured subnetworks and with the ability to
export those subnetworks to Milsoft. Data will no longer be edited in Milsoft; however, this does not
reduce the double data entry. This is the first step in a two-phase process.
The second phase of the process will entail digitizing and/or importing data from Lodi's 1 -line CAD
drawings and will be scoped for a separate project. A task for Phase 2 planning is included in this effort.
At the completion of Phase 2, Lodi will have all the data currently in Milsoft and on the 1 -line CAD
drawings in a central geodatabase allowing them to maintain that data in one place. Due to the nature of
the information on the 3 -lines, Lodi will continue to maintain those drawings in CAD.
4
BOI_122_550_Lodi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
POWER ENGINEERS, INC
POWER will utilize the data modeling spreadsheets provided by Lodi that Esri created during their
assessment to verify that all required features and attributes have been mapped from Milsoft to the new
Utility Network data model. It has already been identified that service locations were not mapped and
streetlights, while apparently mapped, did not get output in the file geodatabase Esri delivered. POWER
will investigate the streetlights and any other missing data mapping.
POWER will conduct a data modeling workshop where the missing Milsoft features will be discussed.
Features and attributes required for the POWER Network Extractor to properly export the Utility Network
subnetworks for Milsoft's Windmil product will also be addressed and modeled during the workshop.
While CAD data will not be collected during this project phase, CAD data modeling will also occur
during this workshop as it is important to solidify the data model prior to configuring the Utility Network.
Small updates and changes can be made, if necessary, after conversion, however, it is best to keep the
changes at a minimum.
Prior to the workshop, POWER will request that Lodi compile a list of features and attributes that will be
collected from the CAD drawings so that data model requirements can be discussed with the POWER
Data Services and UN teams.
130I_122_550_1-odi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
POWER ENGINEERS, INC
POWER will perform three conversion cycles: Cycle 1, Cycle 2, and Cycle 3 (Go Live). The Cycle 1
conversion will generally take longer than Cycle 2 and 3 due to determining resolutions for the issues and
errors discovered. This may require meetings with Lodi to determine the best approach. Once the
resolutions are identified, they will be used in subsequent conversion cycles thereby speeding up each
cycle.
POWER will use the FME workbench that Esri provided to Lodi as a starting point for the Milsoft
Conversion. POWER will first verify that the workbench contains all the Milsoft features to convert and
that they are mapped correctly and will add any updates found during the data modeling task.
Esri also provided Lodi with several scripts that address connectivity issues. While POWER has not fully
vetted these scripts, they will be reviewed and, if deemed necessary, used for the preliminary conversion
(CYCLE 1). If the Esri scripts are deemed unnecessary or they create more problems than they attempt to
solve, POWER will re -run the Cycle 1 conversion without them. POWER will perform an initial cursory
connectivity review and provide Lodi with a list of potential issues to discuss prior to moving on to
subsequent steps in the conversion cycle.
POWER will then create a Utility Network geodatabase and load the converted data. Quality assurance
checks will be conducted, and automated cleanup routines used when possible. Any source data that
requires cleanup will be communicated to Lodi. At that time, POWER and Lodi will determine whether
the data cleanup should be performed in Milsoft or after conversion into the Utility Network geodatabase.
Any source data cleanup should be addressed prior to the next conversion cycle.
Conversion Cycle 2 will take a new cut of the Milsoft data. This data cut will either be taken after Lodi
has addressed the source data cleanup issues identified during the Cycle 1 conversion or it will be used for
POWER to perform the source data cleanup during the Cycle 2 conversion process. If POWER performs
the source data cleanup in the Utility Network geodatabase, no further data cuts can be taken from Milsoft
as the source data cleanup would have to be performed again. This will require a freeze on edits
performed in Milsoft after the Cycle 2 data cut has been taken.
POWER will incorporate any changes to the data model or conversion process identified in Cycle 1
during the Cycle 2 conversion. Cycle 2 will generally take less time that Cycle 1 as most of the potential
issues have already been identified and the resolutions for them have been determined.
If POWER has performed the source data cleanup in Cycle 2, the Cycle 3, or Go Live conversion will
consist of making the final updates and changes to the data model, configuration, and preparing an asset
package to load into Lodi's enterprise geodatabase. Once this asset package has been loaded, all editing
previously performed in Milsoft will switch over to editing in ArcGIS Pro against the enterprise database.
6
B0I_122_550_Lodi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
POWER ENGINEERS, INC
POWER will enable topology for errors only on the preliminary Utility Network file geodatabase. This
process will allow POWER to determine the level of data quality prior to configuring the Utility Network.
Certain errors must be resolved for the Utility Network to function, other errors can be addressed after
conversion and configuration of the Utility Network. These items will be reviewed with Lodi and
resolutions will be determined prior to moving forward with the Utility Network configuration. During
Cycle 1, it is not uncommon for some issues to be resolved in a generalized way to allow the Utility
Network Configuration to continue. These generalized resolutions will be reviewed with Lodi after Cycle
1 and prior to Cycle 2 to confirm the resolutions to use during Cycle 2 conversion.
Once resolutions to the errors are agreed upon, POWER will perform any required data updates or
configuration changes. This is an iterative process, as when errors are resolved, other potential issues
may arise, possibly requiring the need to review with Lodi to determine the desired resolution. POWER
will utilize automated error resolution using a proprietary toolset to resolve as many errors as possible
reducing the need for manual cleanup. However, some errors can only be resolved manually and will be
identified as they are encountered.
After all issues have been addressed, POWER will configure Lodi's data for the Utility Network,
including identifying subnetwork controllers and creating subnetworks, during each conversion cycle.
Each conversion cycle will build upon the previous conversion cycle incorporating the changes identified
during Lodi's review period.
Cycle 1 Utility Network configuration will consist of identifying and configuring the electric distribution
subnetwork controllers. During cycle 1, POWER will attempt to energize all circuits as well as
implement phase propagation. As with the error resolution process described above, some issues
encountered will be generally resolved so that subnetworks can be built and energized, and phase
propagation configured. All generalized resolutions will be presented to Lodi for review and approval
prior to being implemented in Cycle 2.
Prior to starting the Cycle 2 Utility Network configuration, all issues from Cycle 1 will need to have
resolutions approved by Lodi. Subnetwork configuration, including subnetwork controllers and terminal
configurations, from Cycle 1 will be applied to Cycle 2 along with any updates or changes requested by
Lodi. Electric distribution subnetworks will be updated and energized and will provide connectivity and
tracing functionality. It is important to note, that some subnetwork issues may still exist due to
incomplete data from the Milsoft model including, attributes required by the Utility Network to function
correctly. Any missing data will be documented and will most likely be supplemented during the Phase 2
CAD data collection project.
If POWER has performed the source data cleanup in Cycle 2 thereby causing an editing freeze in Milsoft,
the Cycle 3, or Go Live utility network conversion task will consist of making the final updates and
changes to the Utility Network configuration and preparing an asset package to load into Lodi's enterprise
geodatabase. Once this asset package has been loaded, all editing previously performed in Milsoft will
switch over to editing in ArcGIS Pro against the enterprise database.
130I_322_550_Lodi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
POWER ENGINEERS, INC.
POWER's Network Extractor will be configured for Lodi to export the Utility Network subnetworks to
Milsoft Windmil topology files (*.std). This will require the utility network data model to contain all the
features and attributes required to extract the data correctly. These features and attributes will be
addressed during the Data Modeling task so that they are available for the Network Extractor.
During each conversion cycle, POWER will configure and test the Network Extractor to ensure that the
output is correct. POWER will have Lodi import the Network Extractor output (*.std) file into Milsoft's
Windmil to review the resulting model for correctness. The new model should be compared against the
existing model for differences. If any issues are found, POWER will adjust the Network Extractor
configuration or subnetwork configuration to resolve the issues. It is important to note that issues that
currently exist in the Milsoft model, may or may not be resolved during the conversion process and may
depend upon data that will be collected from the CAD one -lines during the Phase 2 project.
POWER will create or configure any required attribute rules or functionality as needed to support the
configuration and implementation of the Network Extractor.
At the Go Live conversion (Cycle 3), the POWER Network Extractor will be fully configured and
exporting the *.std file(s) to import into Windmil. This extract will become the data source that will be
used to populate the Milsoft model. All edits that were previously performed in Milsoft will now be done
in ArcGIS Pro on the Utility Network geodatabase and then exported to Milsoft.
BOI_122_550_Lodi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
POWER ENGINEERS, INC.
Upon completion of the data conversion and successful development of the POWER Network
Extractor for Milsoft, POWER will assist Lodi in switching their current process of updating the
Milsoft model to performing edits for those changes in the Utility Network geodatabase.
If editing in Milsoft has not already been halted prior to the Go Live conversion (Cycle 3),
POWER will request a blackout period where no changes are made to the source data after the
final cut has been taken and throughout Cycle 3 conversion activities. This prevents data from
changing once the final conversion has started. The new cut of data will be considered the final
cut and run through the processes described in the previous tasks, incorporating the agreed upon
resolutions for errors and configuration issues.
If editing in Milsoft has been halted prior to Go Live, Cycle 3 will incorporate any configuration
changes discovered and resolved in Cycle 2.
Generally, by the Go Live conversion, source data issues affecting the functionality of the Utility
Network have been resolved. There may still be outstanding data cleanup that does not affect the
Utility Network that Lodi can perform once the new Utility Network geodatabase is Live.
The result of this Go Live will switch Lodi's Milsoft editing workflow to editing Utility Network
data in the geodatabase and Lodi will use the POWER Network Extractor to export the Utility
Network subnetworks for consumption in Milsoft.
9
B01_122_550—Lodi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
POWER ENGINEERS, INC.
POWER will conduct a planning workshop for Phase 2 of the Utility Network implementation
effort. Phase 2 will address adding data into the Utility Network from the CAD one -line
drawings. The planning workshop will address tasks, responsibilities, and the implementation
logistics of adding data to the production Utility Network geodatabase.
Lodi has also requested that POWER assist them in re -aligning Milsoft features in favor of the
locations on the CAD drawings.
Some of the items that will be discussed during the workshop:
• Review data model for CAD
• Digitize/Import other data from CAD at Lodi's direction
• Re -work Milsoft lines, point locations to align with CAD location
+ Change Management
• Post Go Live Support
The list above is not an exhaustive list but is intended to give an idea of the types of topics that
will be discussed in the workshop. POWER will have CAD data specialists attend the workshop
who are familiar with collecting data from one -lines specifically for the Utility Network. They
will provide the expertise needed to accurately capture the tasks needed to capture the one -line
data.
The result of the workshop will be the scope of work for the Phase 2 CAD data collection project.
10
BOI_122_550_Lodi Electric UN Migration and Phase 11 Plan n1ng_9.28.2022_GM
POWER ENGINEERS, INC
POWER is pleased to provide Lodi with a scope of work to move the data in their Milsoft model
to a Utility Network geodatabase. Once the data is in the Utility Network, Lodi will then stop any
data editing in Milsoft and move that editing process to the Utility Network. POWER will
configure the POWER Network Extractor so that Lodi can export the Utility Network data to
their Milsoft model. The aim of this project is to make GIS and the Utility Network the data
source for Milsoft and potentially other consumers of the data.
POWER will propose a second project phase where Lodi's CAD data will be digitized into the
GIS and Utility Network and will be scoped separately from this project scope. This scope of
work will provide a task to plan the phase 2 CAD digitization effort.
PROJECT ASSUMPTIONS
■ Lodi will be responsible for ensuring that the correct attendees are invited to meetings
■ Lodi will provide a Project Manager / Key Point of Contact for all coordination and
communication aspects of the project.
• POWER will perform all work remotely.
■ Lodi will provide POWER with access to their data and environments.
• Lodi will provide a list of features and attributes to collect from the CAD one -lines.
• POWER will make necessary modifications to the Network Extractor tool to ensure the
output is compatible with the version of WindMil in use at Lodi (at least 8.7.20).
■ Lodi will provide an extract of the WindMil equipment database that is to be used for
analysing the extracted model.
+ Lodi will review and provide consolidated feedback on documentation and
deliverables within five (5) business days unless stated otherwise
• Lodi will have the proper licensing for ArcGIS Pro
• POWER will utilize the latest stable ArcGIS Pro version
• POWER is not responsible for addressing core Esri product bugs if encountered during
the assessment
o Lodi is responsible for submitting core Esri product bugs
o Lodi will determine how to move forward with product bugs
• Lodi and POWER will evaluate available patches or service packs during the kickoff
meeting
o Additional patches or service packs released during the project will be
evaluated for project impact and fixes and could result in a change order to
the project depending on the impact on schedule and cost
o Any security patches will be installed
o All critical Esri patches will be applied to the servers and clients
• Lodi will have all hardware provisioned with the recommended specifications for the
software being installed on the machine per the agreed-upon implementation schedule
• Lodi will be responsible for its environments containing all required non -GIS software,
including but not limited to the operating systems and drivers
• Lodi will be responsible for provisioning the licenses for all required server and client
applications per the agreed-upon implementation schedule
• Lodi will be responsible for performing all installation and configuration of the software
per the agreed-upon implementation schedule
11
BOI_122_550_Lodi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
POWER ENGINEERS, INC.
PROJECT TASKS
Kickoff Meeting
POWER will host a project kickoff meeting to review the planned tasks and deliverables, project
assumptions and overall project schedule. The team will also decide on the mechanism for status
reporting and will create and/or update a project communication plan.
Deliverables
■ POWER will host a remote kickoff meeting, up to 2 -hours in duration, with the Lodi and
POWER project teams
• Finalized version of planned tasks and deliverables, project assumptions and overall
project schedule.
• Communication plan with template status report.
Data Modeling
POWER will compare the file geodatabase of the Milsoft model that Lodi provides with the
initial data mappings performed by Esri to determine if all required features and attributes have
been mapped. It has already been identified that service locations and streetlights were not
converted by Esri. POWER will discuss any missing information with Lodi and update the data
mapping as needed.
POWER will also conduct a data mapping workshop to discuss the CAD features and attributes
that Lodi would like to have transformed into the GIS. This mapping task will set up the data
model for a future project (Phase 2) where the CAD data will be digitized into the GIS. This is an
important step to include in the data modeling effort of this project as it will reduce the need to
change the model after the Utility Network has been configured.
Deliverables
• Up to 2 -hours review session of Esri mappings for required features & attributes
Up to 4 -hours of Remote Data Modeling Workshops
• Draft and Final Schema Mapping
• Draft and Final Asset Package Data Model
• Final Documentation of All Data Model Modifications
Milsoft Data Conversion
POWER will update the FME workbench provided by Esri to include any changes discovered
during the Data Modeling task. Once the workbench is updated, POWER will run a preliminary
conversion and perform a cursory connectivity review.
During Esri's initial assessment and pilot conversion, several scripts were run to automatically
move, snap, connect, and disconnect features prior to the FME workbench conversion process.
This implies to POWER that some features in Lodi's Milsoft data are not connected. POWER
will review these scripts with Lodi to determine if those automated processes are necessary and
valid prior to having POWER run the scripts.
Upon reviewing the output of the conversion, POWER will conduct quality assurance checks and
load the data into a preliminary Utility Network file geodatabase.
12
130I_122_550_1-odi Electric UN Migration and Phase 11 Plan ning_9.28.2022_GM
POWER ENGINEERS, INC
This conversion process will be conducted three times during the project. The initial conversion
(Cycle 1) will uncover any data issues and will generally take longer as resolutions must be
determined and approved by Lodi. This Cycle 1 conversion will include utility network
configuration. Any changes or issue resolutions discovered will be documented and applied to
subsequent conversion cycles.
Following the initial utility network configuration task for Cycle 1 and approval from Lodi, a
second round (Cycle 2) of conversion will take place. Cycle 2 generally takes less time as most
resolutions have been determined from the Cycle 1 conversion. Any changes to the data model or
conversion process identified in Cycle 1, will be applied to the Cycle 2 conversion process.
The final conversion cycle will be the Go Live conversion. The result of this conversion is the
production utility network geodatabase and the cutover from editing data in Milsoft to the new
utility network geodatabase will occur following this final conversion cycle.
Deliverables
• Up to 1 -hour review session of Esri scripts
• Up to 1 -hour review session of QA/QC findings
• Geodatabase with all UN features migrated per the Final Schema Mapping
Utility Network Configuration
The goal of this task is to move Lodi's data that currently resides in their Milsoft model into the
GIS and configure a Utility Network that can then be exported to Milsoft. The intention is for
Lodi to then perform data edits only in GIS and not in Milsoft.
POWER will enable topology for errors only on the preliminary Utility Network file geodatabase.
This process will allow POWER to determine the level of data quality prior to configuring the
Utility Network. Certain errors must be resolved for the Utility Network to function, other errors
can be addressed after conversion and configuration of the Utility Network. These items will be
reviewed with Lodi and resolutions will be determined prior to moving forward with the Utility
Network configuration.
Once resolutions to the errors are agreed upon, POWER will perform the required editing. This is
an iterative process, as when errors are resolved, other potential issues may arise, possibly
requiring the need to review with Lodi to determine the desired resolution.
Once the agreed upon error resolutions have been applied, POWER will attempt to energize all
circuits. During this process, additional issues that prevent networks from building will be
identified (e.g., snapping issues, circuits tied together, etc.). In addition, if Lodi requires the
implementation of phase propagation in the Utility Network to support Milsoft, any issues related
to phase propagation will be identified (e.g., missing phasing data, mismatched phasing between
connected features, etc.). Network issues will be reviewed with Lodi to determine the desired
resolution. Once resolutions to the network issues are agreed upon, POWER will perform the
required editing.
Phase propagation will be configured which will require offsetting transformers and creating
connectivity associations.
Utility network configuration will be performed for each conversion cycle. As with the Cycle 1
data conversion, the initial utility network configuration generally takes longer than subsequent
13
BOI_122_550_Lodi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
POWER ENGINEERS, INC.
cycle configuration. Any issues discovered resulting in changes to the conversion process will be
applied to the next conversion cycle.
Deliverables
• Up to 2 -hour review session of Cycle 1 results
• Up to 2 -hour review session of Cycle 2 results
• Geodatabase with Phase Propagation Configured
• Final Documentation of All Utility Network Configuration Modifications
• Final Documentation of All Error Resolutions Applied by POWER
POWER Network Extractor
POWER will develop and deploy an interface that can be used to create WindMil topology files
(*.std) from the Utility Network. The working Utility Network model and conversion process will
be modified to contain all the elements required to extract data from the Utility Network into
WindMil.
Lodi will then work with their engineers to validate the model being produced by the POWER
Network Extractor. Lodi will then work with POWER to incorporate any of the changes into the
conversion process and data model.
POWER will create or configure any required attribute rules or functionality as needed to support
the configuration and implementation of the Network Extractor.
The POWER Network Extractor configuration will be updated at each conversion cycle if
necessary to ensure that it includes any changes to the data model that affect the configuration.
Deliverables
• Up to 1 -hour review session of Cycle 1 output model
• Up to 1 -hour review session of Cycle 2 output model
• POWER Network Extractor fully configured and capable of producing a std file that can
be imported into WindMil.
Go Live
Upon completion of the data conversion and successful development of the POWER Network
Extractor for Milsoft, POWER will assist Lodi in switching their current process of updating the
Milsoft model to performing edits for those changes in the Utility Network geodatabase.
Generally, POWER will suggest a blackout period where no changes are made to the source data,
in this case the Milsoft model, prior to the final conversion cycle. This prevents data from
changing once the final conversion has started. The result of this Go Live will switch Lodi's
Milsoft editing workflow to editing utility network data in the geodatabase and Lodi will use the
POWER Network Extractor to export the utility network subnetworks for consumption in
Milsoft.
Deliverables
■ Final geodatabase with all UN features migrated per the Final Schema Mapping
■ Final geodatabase with Phase Propagation Configured
• Operational, production Utility Network -based GIS
14
B01_122_550—Lodi Electric UN Migration and Phase 11 Plan ning_9.28.2022_GM
POWER ENGINEERS, INC
Training for Milsoft Users
POWER will provide training to Lodi staff on editing and maintaining the Utility Network
geodatabase. This training will be in the form of current test case scenarios provided by Lodi and
converted by POWER to the processes used for editing the Utility Network data. It will be
important to maintain the circuit (or subnetwork) connectivity so that a viable and working
Milsoft model is maintained.
Deliverables
• Up to 2 -hours training session for Editing UN Geodatabase
• Up to 2 -hours training session for Maintaining the UN Geodatabase
Phase 2 Planning
POWER will conduct a Phase 2 planning workshop where the tasks and responsibilities regarding
getting the CAD data into the Utility Network geodatabase are worked out. An example of some
of the tasks are listed below, but are by no means all inclusive:
• Review Data modeling for CAD
• Digitize/Import other data from CAD at Lodi's direction
+ Re -work Milsoft lines, point locations to align with CAD location
■ Change Management
• Post Go Live Support
Deliverables
• Up to 4 -hours Planning Workshop for CAD Data into UN Geodatabase
• CAD to UN Plan
15
BOI_122_550_Lodi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
POWER ENGINEERS, INC.
Mmt, x MM. i M-50, 3 IAwkh A RI.Mh 5 11(-10 h
askNam� _ .W: W7 WS wa IY} yet wy W9 yyq win W-1 Ws., W!1 WTJ W§ti WD, W!? VIMd WK, vin W7l W1J vj7l W.,A W25
Lodl Utlily Network Implementation
Task 0: Project Administration
> Task 1: Data Modeling f—
> Task 2: Mllsoft Data Conversion
Task 3: Utility Network Configuration
Task 4: POWER Network Extractor
Task 5: Go Uve
+• Task 8: Training for MRsoft Users �1
> Task 7: Phase 2 P1,1knIikgr
16
B0I_122_550_Lodi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
POWER ENGINEERS, INC.
Exhibit B: Fee Proposal
This project will be billed on a Time & Materials (T&M) basis with a Not to Exceed (NTE)
limit of $225,000. POWER will invoice monthly for all accumulated Time & Materials utilized.
The chart below shows POWER's estimated budget costs for each task:
No travel expenses are expected to be incurred for the project. POWER will charge a 1%
communication fee for invoiced services.
17
130I_122_550_1-odi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
Hours
LaborTask
Task 0
- Project Administration
158.00
$
39,040.00
$ 2,068.10
$
41,108.10
Task 1
- Data Modeling
68.00
$
16,540.00
$ -
$
16,540.00
Task 2
- Milsoft Data Conversion
155.00
$
36,130.00
$ -
$
36,130.00
Task 3
- Utility Network Configuration
128.00
$
30,040.00
$ -
$
30,040.00
Task 4
- POWER Network Extractor
156.00
$
30,460.00
$ 10,000.00
$
40,460.00
Task 5
- Go Live
84.00
$
19,440,00
$ -
$
19,440.00
Task 6
-Training for Milsoft Users _
54.00
$
12,960.00
$
$
12,960.00
Task 7
- Phase 2 Planning
90.00
$
22,200.00
$
$
22,200.00
00
206,810.00
$12,068.10
No travel expenses are expected to be incurred for the project. POWER will charge a 1%
communication fee for invoiced services.
17
130I_122_550_1-odi Electric UN Migration and Phase 11 Planning_9.28.2022_GM
EXHIBIT C
NOTE: The City of Lodi is now using the online insurance program PINS Advantage. Once you have been awarded a
contract with the City of Lodi you will receive an email from the City of Lodi online insurance program requesting you to
forward the email to your insurance provider(s) in order to submit the required proof of insurance
Insurance Requirements for IT Professional Services
IT Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or
damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its
agents, representatives, or employees. IT Consultant shall procure and maintain for the duration of the contract insurance
claims arising out of their professional services and including, but not limited to loss, damage, theft or other misuse of data,
infringement of intellectual property, invasion of privacy and breach of data.
SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence"
basis, including products and completed operations, property damage, bodily injury and personal & advertising injury
with limits of $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall
apply separately to this project/location (ISO CG 25 03 or 25 04 or other ISO Form number that IT Consultant uses
to designate a general aggregate limit) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: If the Contractor or the Contractor's officers, employees, agents, representatives or
subcontractors utilize a motor vehicle in performing any of the work or services under the Agreement Insurance
Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8
(hired) and 9 (non -owned), with limit of $1,000,000 per accident for bodily injury and property damage.
3. Workers' Compensation insurance as required by the State of California, with Statutory Limits, and Employer's
Liability Insurance with limit of $1,000,000 per accident for bodily injury or disease
(Not required if consultant provides written verification it has no employees)
4. Cyber Liability Insurance with limit of $2,000,000 per occurrence or claim, $2,000,000 aggregate Coverage shall
include, but not be limited to, claims involving infringement of intellectual property, including but not limited to
infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or
destruction of electronic information, release of private information, alteration of electronic information, extortion and
network security. The policy shall provide coverage for breach response costs as well as regulatory fines and penalties
as well as credit monitoring expenses with limits sufficient to respond to these obligations.
5 Professional Liability insurance in the amounts of $1,000,000 per claim and general aggregate
Application of Excess Liability Coverage: Contractors may use a combination of primary, and excess insurance policies
which provide coverage as broad as ("follow form" over) the underlying primary policies, to satisfy the Required Insurance
provisions.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
Additional Insured Status
The City, its officers, officials, employees, agents and volunteers are to be covered as additional insureds on the CGL and
Auto policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including
materials, parts, or equipment furnished in connection with such work or operations. General liability and auto liability coverage
EXHIBIT C
can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO
Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later
revisions used).
Primary Coverage
For any claims related to this contract, the Consultant's insurance coverage (except Workers'
Compensation/Employer's Liability and Professional Liability) shall be primary insurance primary coverage
at least as broad as ISO CG 20 10 04 13 or CA 20 48 10 13 as respects the City, its officers, officials,
employees, agents and volunteers. Any insurance or self-insurance maintained by the City, its officers,
officials, employees, agents or volunteers shall be excess of the Consultant's insurance and shall not
contribute with it.
Reporting
Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the
City or its officers, officials, employees, agents or volunteers.
Notice of Cancellation
Each insurance policy required above shall state that coverage shall not be canceled, except with notice to
the City.
Waiver of Subrogation
Except for Professional Liability insurance, Consultant hereby grants to City a waiver of any right to
subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of
any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to
affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received
a waiver of subrogation endorsement from the insurer.
Self -Insured Retentions
Self-insured retentions must be declared to and approved by the City The City may require the Consultant
to provide proof of ability to pay losses and related investigations, claim administration, and defense
expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-
insured retention may be satisfied by either the named insured or City.
Acceptability of Insurers
Insurance is to be placed with California admitted insurers (licensed to do business in California) with a
current A.M. Best's rating of no less than A -VII, however, if no California admitted insurance company
provides the required insurance, it is acceptable to provide the required insurance through a United States
domiciled carrier that meets the required Best's rating and that is listed on the current List of Approved
Surplus Line Insurers (LASLI) maintained by the California Department of Insurance.
Claims Made Policies
If any of the required policies provide coverage on a claims -made basis:
1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of
contract work.
2. Insurance must be maintained and evidence of insurance must be provided for three (3) years after
completion of the contract of work.
3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a
Retroactive Date prior to the contract effective date, the Consultant must purchase "extended reporting"
coverage for a minimum of five (5) years after completion of contract work.
EXHIBIT C
Verification of Coverage
Consultant shall furnish the City with a copy of the policy declaration and endorsement page(s), original
certificates and amendatory endorsements or copies of the applicable policy language effecting coverage
required by this clause. All certificates and endorsements are to be received and approved by the City before
work commences. However, failure to obtain the required documents prior to the work beginning shall not
waive the Consultant's obligation to provide them.
Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements
stated herein, and Consultant shall ensure that City is an additional insured on insurance required from
subcontractors.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior
experience, insurer, coverage, or other special circumstances.
RESOLUTION NO. 2022-276
A RESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING THE
CITY MANAGER TO EXECUTE A THREE-YEAR PROFESSIONAL SERVICES
AGREEMENT WITH POWER ENGINEERS, INC., OF HAILEY, IDAHO, FOR
UTILITY NETWORK IMPLEMENTATION SERVICES
WHEREAS, Lodi Electric Utility (LEU) was previously working directly with ESRI to convert
the Milsoft Engineering Model as well as AutoCAD models to the ArcGIS platform, enabling the
use of the Utility Network Model for all electrical assets; and
WHEREAS, ESRI has since converted the Milsoft model to the ArcGIS platform; however,
only a very small portion of the model was implemented with the Utility Network and the model
conversion is not usable in any form at this point; and
WHEREAS, with ESRI's renewal upcoming, Power Engineers, Inc. (Power) was going to
be subcontracted by ESRI to progress the model into a usable form factor and as the sole source
of information for LEU going forward; and
WHEREAS, after multiple conversations with both ESRI and Power, staff decided the best
method forward was to work directly with Power to continue with the GIS conversion; and
WHEREAS, LEU Engineers will work directly with Power in an iterative and aggressive
approach to fully convert the Milsoft model and ESRI's GIS model into a usable package that can
be used as LEU's main mapping platform going forward which will enable all mapping to be
completed in ArcGIS and be automatically synchronized with Milsoft so no additional edits and
personnel time are required; and
WHEREAS, the initial project will consist of Phase 1 and Phase 2 Planning with Phase 1
to include most necessary components for LEU to be able to use ArcGIS for mapping going
forward; and
WHEREAS, a Phase 2 approach will be required at a later date to fully integrate all
components from the detailed AutoCAD maps for a fully immersive GIS mapping experience; and
WHEREAS, per Lodi Municipal Code, Section 3.20.075, engineering services are exempt
from bidding requirements and shall be awarded on the basis of professional qualifications and
experience, quality of service, past performance and negotiated prices; and
WHEREAS, LEU Engineering staff discussed the proposed scope of work with multiple
firms and concluded Power was most qualified to complete the necessary work at a reasonable
cost.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby authorize
the City Manager to execute a three-year Professional Services Agreement with Power
Engineers, Inc., of Hailey, Idaho, for utility network implementation services in an amount not to
exceed $225,000; and
BE IT FURTHER RESOLVED, pursuant to Section 6.3q of the City Council Protocol
Manual (adopted 11/6/19, Resolution No. 2019-223), the City Attorney is hereby authorized to
make minor revisions to the above -referenced document(s) that do not alter the compensation or
term, and to make clerical corrections as necessary.
Dated: November 16, 2022
I hereby certify that Resolution No. 2022-276 was passed and adopted by the City Council
of the City of Lodi in a regular meeting held November 16, 2022 by the following votes:
AYES- COUNCIL MEMBERS — Hothi, Khan, Kuehne, Nakanishi, and
Mayor Chandler
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
OLIVIA NASHED
City Clerk
2022-276