HomeMy WebLinkAbout578635 SOCRATA INC - CONTRACT - RFP - 8391 OPEN DATA PORTAL SOFTWARE AS A SERVICEProfessional Services Agreement
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT made and entered into the day and year set forth below, by and
between THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation, hereinafter
referred to as the "City" and Socrata, Inc., hereinafter referred to as the "Professional".
WITNESSETH:
In consideration of the mutual covenants and obligations herein expressed, it is agreed
by and between the parties hereto as follows:
1. Scope of Services.
a. The Professional agrees to provide access to the web-based services the up to the
capacity in accordance with the Order set forth in Exhibit A and the scope of which is
attached hereto as Exhibit "A", consisting of forty-one (41) pages, each of which is
incorporated herein by this reference (the “Services”). Irrespective of references in
Exhibit A to certain named third parties, the Professional shall be solely responsible for
performance of all duties hereunder. Professional will provide its technical support
services to City as described at https://support.socrata.com/hc/en-
us/articles/216962648-Support-Policy . Such support services policies shall not be
materially altered without providing written notice to City at least thirty (30) days prior
to any such changes. Except as otherwise provided in the Order (or as otherwise
mutually agreed to by the parties) all of Professional’s set-up and training services are
done remotely and Professional will not have access to the City’s networks.
b. Access to the Services is provided through a designated City account accessed via
the internet through a browser by City’s designated internal users (“Users”). Users
must keep their individual login credentials secure and shall not share them with
anyone else. Users shall use commercially reasonable efforts to prevent unauthorized
access to or use of Services and City Content (defined below) through its account, and
notify Professional promptly of any such unauthorized access or use.
c. Restrictions. City may not use the Services for any illegal, harmful or offensive
purpose, or to transmit, store, display, distribute or otherwise make available City
Content that is illegal, harmful, or offensive. For example, prohibited use of the
Services and City Content includes anything that: (1) is in violation of any law, (2) is
harmful to others, Socrata’s operations, including offering or disseminating fraudulent
goods, services, schemes, or promotions or engaging in other deceptive practices; (3)
infringes or misappropriates the intellectual property or proprietary rights of others; (4)
violates the privacy or publicity rights of anyone; (5) is defamatory, obscene, abusive,
invasive of privacy, or otherwise objectionable; (6) may damage, interfere with,
surreptitiously intercept, or expropriate any system, program, or data, including
viruses, Trojan horses, worms, time bombs, or cancelbots. City shall only be
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responsible for the foregoing to the extent such conduct is reasonably within its
control.
d. Suspension of Services. If, in Professional’s reasonable judgment, City’s use of the
Services threatens the security, integrity, stability, or availability of the Services, or is
otherwise in violation of this agreement, Professional may temporarily suspend the
Services (or Users access), however Professional will use commercially reasonable
efforts to provide City with notice and an opportunity to remedy such violation or threat
prior to such suspension.
e. Backup of City Content. Professional is not the system of record of the City Content.
CITY IS SOLELY RESPONSIBLE FOR CREATING BACKUPS OF ANY CITY
CONTENT STORED ON THE SERVICES.
2. Contract Period. This Agreement shall commence January 1, 2017, and shall continue in
full force and effect until December 31, 2017, unless sooner terminated as herein
provided. In addition, at the option of the City, the Agreement may be extended for
additional one year periods not to exceed four (4) additional one year periods. Renewals
and pricing changes shall be negotiated by and agreed to by both parties. Written notice of
renewal shall be provided to the Professional and mailed no later than thirty (30) days prior
to contract end.
3. Termination.
a. Termination for Breach. Either party may terminate this Agreement, in the event the
other party is in material breach of the Agreement, and such breach has not been
cured within 30 days of receipt of notice therefor. If this Agreement is terminated by
City due to an uncured default by Professional, City will receive a pro-rata refund of all
amounts pre-paid but unearned as of the effective date of termination.
b. Termination for Convenience. City may terminate this Agreement for convenience
with 15 days’ prior written notice to Professional, provided, however, that all of City’s
obligations under this agreement (including its payment obligations) prior to the
effective date of termination are non-cancelable and non-refundable under this
subsection and will survive early termination of this agreement hereunder.
c. Final Export and Return of City Content. City will have thirty (30) days to export
City Content from the Services upon termination or expiration of the Order. After thirty
(30) days, Professional will delete the City Content in its system.
d. Survival. Terms and conditions which by their nature survive the termination of this
Agreement shall survive and continue beyond the term and termination of this
Agreement, including payment, indemnification, limitation of liability.
4. All notices provided under this Agreement shall be effective when mailed, postage prepaid
and sent to the following addresses:
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Professional: City: Copy to:
Professional, Inc.
Attn: Dan Wassel, CFO
705 5th Avenue S, Suite 600
Seattle, WA 98104
Contracts@Socrata.com
City of Fort Collins
Attn: Dan Coldiron
PO Box 580
Fort Collins, CO 80522
City of Fort Collins
Attn: Purchasing Dept.
PO Box 580
Fort Collins, CO 80522
5. Design, Project Indemnity and Insurance Responsibility.
a. Professional will use commercially reasonable efforts maintain the availability of the
Services of an average of 99.5% on a monthly basis, less downtime for scheduled
maintenance or events beyond its reasonable control. Notification of outages shall be
given to City if it opts-in to Professional’s downtime notification system. Each party
warrants to the other that they are authorized to enter into this agreement and perform
their obligations herein, and (as City to Professional), that funds have been approved,
allocated and set aside for payment to Professional of all fees set forth in an Order.
b. The Professional shall be responsible for the professional quality, technical accuracy,
timely completion and the coordination of all services rendered by the Professional
under this Agreement, including but not limited to designs, plans, reports,
specifications, and drawings and shall, without additional compensation, promptly
remedy and correct any errors, omissions, or other deficiencies proximately caused by
Professional. The City will be responsible for timely performance of its obligations
under this Agreement and other project plan(s) mutually agreed by the parties in
writing.
c. Professional will defend at its expense or settle any third party claim against the City,
its employees, officers, directors and agents to the extent that such claim (i) alleges
bodily injury, death, or damage to real or tangible personal property proximately
caused by Professional; or (ii) alleges the Services violates or infringes upon a U.S.
copyright, patent, trademark or other intellectual property right; or (iii) arises out of or
relates to any claims or penalties with respect to such withholding taxes, labor or
employment requirements, including any liability for, or assessment of, withholding
taxes imposed on Professional by the relevant taxing authorities with respect to any
compensation paid to the Professional’s personnel. Professional shall pay all claim
defense costs, settlement amounts, and damages finally awarded by a court.
d. City shall promptly notify the Professional of the claim in writing, cooperate with
Professional in the defense, and allow the Professional to solely control the defense or
settlement of the claim. Professional will pay indemnification claim defense costs,
including the City’s reasonable attorney fees and costs, incurred as part of its
obligations above, and Professional negotiated settlement amounts, and court
awarded damages.
e. If a claim for infringement of intellectual property rights appears likely, Professional
may modify the Services, procure the necessary rights, or replace it with the functional
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equivalent. If Professional determines that none of these are reasonably available,
then Professional may terminate the Services and refund any prepaid and unused fees
in connection with the canceled Services. Professional has no obligation for any claim
arising from: Professional’s compliance with the City’s specifications; a combination of
the Services with other technology where the infringement would not occur but for the
combination; use of the City Content; or technology not provided by
Professional. EXCEPT FOR CITY’S TERMINATION RIGHTS, THIS SECTION
CONTAINS THE CITY’S EXCLUSIVE REMEDIES AND PROFESSIONAL’S SOLE
LIABILITY FOR CLAIMS ARISING AND COVERED UNDER THIS SECTION 5.
6. DISCLAIMER OF WARRANTIES. EXCEPT AS SET FORTH IN SECTIONS 5A AND 5B,
PROFESSIONAL DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED,
INCLUDING, WITHOUT LIMITATION, IMPLIED WARRANTIES OF MERCHANTABILITY,
AND FITNESS FOR A PARTICULAR PURPOSE. WHILE PROFESSIONAL WILL
ATTEMPT TO MAKE THE SERVICES SAFE AND ACCESSIBLE TO CITY AND USERS,
CITY UNDERSTANDS AND ACKNOWLEDGES THAT THE SERVICES IS NOT FAULT
TOLERANT, NOR WILL IT WILL BE FREE OF INTERRUPTIONS OR OTHER EVENTS
THAT ARE OUTSIDE OF PROFESSIONAL’S REASONABLE CONTROL. THE
SERVICES IS NOT DESIGNED TO (I) PROCESS OR STORE NON-PUBLIC ‘SENSITIVE
DATA,’ OR (II) WHERE AN INTERRUPTION OF THE SERVICES COULD CAUSE
PERSONAL INJURY (INCLUDING DEATH) OR PROPERTY DAMAGE. ANY USE OF THE
SERVICES IN CONNECTION WITH THESE ACTIVITIES IS AT CITY’S SOLE RISK AND
LIABILITY.
7. LIMITATION OF LIABILITY. NEITHER PARTY IS LIABLE TO THE OTHER PARTY FOR
ANY INDIRECT, PUNITIVE, CONSEQUENTIAL INCIDENTAL OR SPECIAL DAMAGES
(INCLUDING WITHOUT LIMITATION, REPLACEMENT COSTS, LOST PROFITS AND
LOST DATA, INFORMATION OR CONTENT) ARISING OUT OF THIS AGREEMENT,
REGARDLESS OF THE THEORY OF LIABILITY (INCLUDING NEGLIGENCE AND
STRICT LIABILITY). EXCEPT AS SET FORTH UNDER SECTION 5 C
(“INDEMNIFICATION”), ABOVE, OR OTHERWISE DUE TO THE GROSS NEGLIGENCE,
WILLFUL MISCONDUCT OF A PARTY, A PARTY’S TOTAL LIABILITY ARISING OUT OF
THIS AGREEMENT IS LIMITED TO THE AMOUNT PAID BY CITY WITHIN THE 12-
MONTH PERIOD PRIOR TO THE EVENT WHICH GAVE RISE TO THE CLAIM.
a. The Professional shall maintain insurance in accordance with Exhibit B, consisting of
one (1) page, attached hereto and incorporated herein.
8. Compensation. In consideration of the services to be performed pursuant to this
Agreement, the City agrees to pay the Professional on a time and reimbursable direct cost
basis in accordance with Exhibit “A”, consisting of forty-one (41) pages, attached hereto
and incorporated herein. Monthly partial payments based upon the Professional's billings
and itemized statements of reimbursable direct costs are permissible. The amounts of all
such partial payments shall be based upon the Professional's City-verified progress in
completing the services to be performed pursuant hereto and upon the City's approval of
the Professional's reimbursable direct costs. Final payment shall be made following
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acceptance of the Services by the City. .
9. Appropriate Use. City may not use the Services for any illegal, harmful or offensive
purpose, or to transmit, store, display, distribute or otherwise make available City Content
that is illegal, harmful, or offensive. For example, prohibited use of the Services and City
Content includes anything that: (1) is in violation of any law, (2) is harmful to others,
Professional’s operations, including offering or disseminating fraudulent goods, services,
schemes, or promotions or engaging in other deceptive practices; (3) infringes or
misappropriates the intellectual property or proprietary rights of others; (4) violates the
privacy or publicity rights of anyone; (5) is defamatory, obscene, abusive, invasive of
privacy, or otherwise objectionable; (6) may damage, interfere with, surreptitiously
intercept, or expropriate any system, program, or data, including viruses, Trojan horses,
worms, time bombs, or cancelbots. City shall only be responsible for the foregoing to the
extent such conduct is reasonably within its control.
10. License to City Content. When City uploads or provides to Professional City Content to
incorporate with the Services, City grants to Professional a non-exclusive, worldwide,
royalty-free, sub-licensable (only to the extent City Content is made public), and
transferable license to use, reproduce, publicly display, distribute, modify, create derivative
Services of, and translate the City Content as needed only in response to User driven
actions, instructions, or otherwise as needed for use of the public-facing functionality of
the software by public users of the Services. City is solely responsible for (i) which City
Content it chooses to make public and (ii) what terms apply to any City Content which is
made public. For the avoidance of doubt, the foregoing license as to City Content which is
designated as “private” is deemed Confidential Information of City, and will only be used
by Professional to perform its obligations under this Agreement and will be subject to the
terms of Exhibit C. By submitting ideas, suggestions or feedback to Professional regarding
the Services, and City hereby grants Professional a royalty-free and fully-paid license to
use such ideas, suggestions or feedback for any business purpose.
11. Ownership
a. Ownership by Professional; City acknowledges that Professional and its licensors
retain all rights and ownership, including all intellectual property rights, developed,
embodied in or practiced in connection with the Services, Professional’s Confidential
Information and third party materials, or other proprietary information, including but not
limited to all modifications, enhancements, derivative Services, configurations,
translations, upgrades and interfaces thereto. City shall not assign, transfer, modify,
create any derivative Services of the Professional Services, or reverse assemble,
decompile, circumvent, reverse engineer, OEM, or attempt to derive source code or
the underlying ideas, algorithms, structure of organization of the Professional Services.
b. Ownership of City Content. As between Professional and City, City owns all City
Content. City Content means any datasets, discussion forums, and other interactive
areas, features or services which City creates, posts or stores or uploads to the
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Services or provides to Professional (including, without limitation, any content,
messages, materials, data, data structures, spreadsheets, entries, information, text,
music, sound, photos, video, graphics, code or other items or materials) provided by
City for use with the Services, but expressly excludes any Third Party Services.
c. Public Users. City designates which City Content is shared publicly, and should
determine the appropriate terms regarding such public usage. Once City Data has
been shared publicly, Professional has no control over a public users’ use or
distribution of such City Content.
d. THIRD PARTY SERVICES. As part of the Services, City will be provided access and
usage of certain third party services (example, third party stock photos and third party
map location services), which services are provided at no additional charge to City
(TPS). City must agree to the terms of service or online contracts provided by such
third party providers if it chooses to use those features of the Services.
12. City Representative. The City will designate, prior to commencement of Services, its
project representative who shall make, within the scope of his or her authority, all
necessary and proper decisions with reference to the project. All requests for contract
interpretations, change orders, and other clarification or instruction shall be directed to the
City Representative.
13. Monthly Report. Commencing thirty (30) days after the date of execution of this
Agreement and every thirty (30) days thereafter, Professional is required to provide the
City Representative with a written report of the status of the Services with respect to the
Scope of Services, Services Schedule, and other material information. Failure to provide
any required monthly report may, at the option of the City, suspend the processing of any
partial payment request.
14. Independent Contractor. The Services to be performed by Professional are those of an
independent contractor and not of an employee of the City of Fort Collins. The City shall
not be responsible for withholding any portion of Professional's compensation hereunder
for the payment of FICA, Workers' Compensation, other taxes or benefits or for any other
purpose.
15. Subcontractors. The Professional may not subcontract any of the Services set forth in the
Exhibit A, Statement of Services without the prior written consent of the city, which shall
not be unreasonably withheld. If any of the Services is subcontracted hereunder (with the
consent of the City), then the following provisions shall apply: (a) the subcontractor must
be a reputable, qualified firm with an established record of successful performance in its
respective trade performing identical or substantially similar Services, (b) the
subcontractor will be required to comply with all applicable terms of this Agreement, (c) the
subcontract will not create any contractual relationship between any such subcontractor
and the City, nor will it obligate the City to pay or see to the payment of any subcontractor,
and (d) the Services of the subcontractor will be subject to inspection by the City to the
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same extent as the Services of the Professional.
The Professional shall require all subcontractors performing Services hereunder to
maintain insurance coverage naming the City as an additional insured under this
Agreement of the type and with the limits specified within Exhibit “B”, consisting of one (1)
page attached hereto and incorporated herein by this reference. The Professional shall
maintain a copy of each subcontract’s certificate evidencing the required insurance. Upon
request, the Professional shall promptly provide the City with a copy of such certificate(s).
16. Personal Services. It is understood that the City enters into the Agreement based on the
special abilities of the Professional and that this Agreement shall be considered as an
agreement for personal services. Accordingly, the Professional shall neither assign any
responsibilities nor delegate any duties arising under the Agreement without the prior
written consent of the City.
17. Acceptance Not Waiver. The City's approval of drawings, designs, plans, specifications,
reports, and incidental Services or materials furnished hereunder shall not in any way
relieve the Professional of responsibility for the quality or technical accuracy of the
Services. The City's approval or acceptance of, or payment for, any of the Servicess shall
not be construed to operate as a waiver of any rights or benefits provided to the City under
this Agreement.
18. Default. Each and every term and condition hereof shall be deemed to be a material
element of this Agreement. In the event either party should fail or refuse to perform
according to the terms of this agreement, such party may be declared in default.
19. Remedies. In the event a party has been declared in default, such defaulting party shall
be allowed a period of ten (10) days within which to cure said default. In the event the
default remains uncorrected, the party declaring default may elect to (a) terminate the
Agreement and seek damages; (b) treat the Agreement as continuing and require specific
performance; or (c) avail himself of any other remedy at law or equity. If the non-
defaulting party commences legal or equitable actions against the defaulting party, the
defaulting party shall be liable to the non-defaulting party for the non-defaulting party's
reasonable attorney fees and costs incurred because of the default.
20. Binding Effect. This writing, together with the exhibits hereto, constitutes the entire
agreement between the parties and shall be binding upon said parties, their officers,
employees, agents and assigns and shall inure to the benefit of the respective survivors,
heirs, personal representatives, successors and assigns of said parties. Except for the
payment of monies, neither party is liable for any non-performance as a result of activities
beyond its reasonable control, including without limitation force majeure events. City
agrees that in the event of any conflicting terms contained in any City form-purchasing
document, this agreement shall control.
21. Law/Severability. The laws of the State of Colorado shall govern the construction,
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interpretation, execution and enforcement of this Agreement. In the event any provision of
this Agreement shall be held invalid or unenforceable by any court of competent
jurisdiction, such holding shall not invalidate or render unenforceable any other provision
of this Agreement.
22. Government Purchases. Professional must comply with all applicable federal, state and
local laws and regulations that apply to Professional and its personnel when performing
under this Agreement, including without limitation as applicable, any license, registration,
employment, non-discrimination, anti-harassment, equal opportunity employment,
minimum wage requirements, conflict of interest, and anti-bribery (gifts and gratuities)
laws.
23. Special Provisions. Special provisions or conditions relating to the services to be
performed pursuant to this Agreement are set forth in Exhibit "C" - Confidentiality,
consisting of one (1) page, attached hereto and incorporated herein by this reference.
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THE CITY OF FORT COLLINS, COLORADO
By:
Gerry Paul
Purchasing Director
DATE:
ATTEST:
APPROVED AS TO FORM:
SOCRATA, INC.
By:
Printed:
Title:
CORPORATE PRESIDENT OR VICE PRESIDENT
Date:
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Dan Wassel
1/9/2017
CFO
Assistant City Attorney
1/10/2017
City Clerk
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EXHIBIT A
SCOPE OF SERVICES
BACKGROUND:
The purpose of the purchase is to increase accessibility and transparency of the City of
Fort Collins’ current and historical data stores. The City seeks to provide residents the
ability to quickly and easily view, visualize, and analyze information in a web-based
interface with historical context, along with the ability to download specific and often
filtered data sets. As well, the City seeks to make data available in machine-readable
formats and readily accessible via application programming interfaces, allowing external
developers to access and consume the data in order to publish applications and/or to
re-present the data in other forms.
PROJECT OVERVIEW:
The City of Fort Collins is seeking proposals for a web-based platform (Open Data
Portal) to provide a web-based presentation of the City’s operational data to the citizens
and businesses of Fort Collins. The proposed solution should significantly increase
accessibility and transparency of the City's data. The types of data that the City plans to
use the portal to present would include: financials, GIS, capital improvement project,
crime, performance measures, transportation, planning, development, recreation, and
code enforcement, among others, via an easy to use, intuitive, flexible, web-based
interface.
The system should be a Software as a Service (SaaS), defined as an application or
applications hosted by the Respondent where the City does not take ownership of the
software, and is instead purchasing access to the application via the internet.
MINIMUM CONTRACTOR QUALIFICATIONS:
Respondent shall have a fully developed product implemented for
municipalities/government entities. Respondent will be required to provide proof that the
current product has previously been successfully implemented to the satisfaction of its
customers, and that current staff has been trained to work on and troubleshoot the
proposed software installations.
Respondent shall be an authorized vendor/reseller of the SaaS system that is being
proposed.
PROJECT SCOPE:
The City will use this software solution to pursue short and long term outcomes, as
follows:
1. The short term outcomes of the project are:
a. Provide citizens and City staff easy to use web-based platform to access, query, filter,
visualize, and export current and historical financial, budgetary, operational,
performance, community, and GIS data.
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b. Provide a web-based platform in order to generate output of the data in a variety of
digital formats, including the in-platform mapping of data containing the necessary
geographic elements.
c. To allow for the receipt and interpretation of batch data from the City's technology
systems in an automated manner for presentation to the public within the system.
d. Provide community developers interfaces that allow them to create applications based
upon access to one or more data sets within the platform.
2. The long term outcomes of the project are:
a. To increase access to and transparency to a large amount of the City's operational data
sets.
b. To implement an open data platform that allows the City the opportunity to aggregate a
wide breadth of data, metrics, and measures within a single platform.
c. Implement and maintain the system in a manner that automates as much of the posting
and updating of data within the system as is reasonably possible.
d. Implement thematic aggregation within the system to expose specific business
processes and data, such as, but limited to: budgeting, capital improvements,
performance measures, and community development.
3. The scope of this phase of the project will include the following services and deliverables:
a. Configuration and design of the proposed system such that it is generally similar to the
City’s www.fcgov.com website.
b. Publication of a number of datasets as identified in the next section or similar.
c. Development of data specifications and processes by which the City can automatically
export data to the vendor's system. Frequency of data export ranges from daily to
quarterly depending on type of data.
d. Development and configuration of data import processes/tools to consume City data into
the vendors system.
e. Training and documentation for staff that will use/manage the software.
f. Ongoing service/support of the software.
It is the City's desire to implement the solution in a timely manner as soon as the
contract is awarded.
TYPES OF DATA – INITIAL PHASE:
The City intends to publish various types of data and the software solution shall provide
the appropriate visualization method(s). Software solution shall handle current and
historical data as well as comparisons between current and historical data. The City
seeks to publish some or all of the data sets listed below in priority order:
1. City Expense Data: This data represents payments made by the City of Fort Collins to
vendors, employees, and other entities. The frequency of data export will need to be
determined.
2. Employee Pay
3. Crime-Related Data
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4. GIS data sets: The GIS data sets that the City makes openly available, viewable in a
mapping interface. The frequency of data export will be weekly.
a. Current building permits
b. Street centerlines with address ranges
c. Floodplains
d. Parcels
e. District precincts
f. Zoning
g. FEMA floodplains
h. Liquor Licenses
i. Annexations
5. Water Production and Quality
6. Development Review and Land Management Data
7. Customer Service Requests
8. Nuisance Code Violations
TECHNICAL SOLUTION CONSIDERATIONS:
The estimated population for potential use of the open data portal solution is any
employee or resident of the City of Fort Collins. Other potential ancillary users may also
access the system, as it will be publically available on the web. The City of Fort Collins
cannot guarantee any minimum or maximum number of users, or frequency of access.
It is anticipated that the open data portal solution will require a test environment to
provide:
a) Training for IT personnel and data owners/contributors.
b) Data import/export testing and validation.
c) Training of City staff personnel for use of the platform.
d) Coordination with the City staff to verify the ability of the software to receive and interpret a
variety of data types/sets.
PROPOSAL SUBMITTAL REQUIREMENTS:
The Respondent shall provide services to accomplish a complete and finished software
solution. Respondent must provide a detailed response to the service requirements
outlined below. Please include any relevant system requirements which would be
necessitated for successful implementation. Each response should include the heading
and numbering schema shown below for the section that is being addressed. Failure to
follow this format may result in vital information not being considered when reviewing
the proposal. Of prime importance is the firm’s flexibility in responding to services as
requested by City staff.
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At minimum, the services shall include, but are not limited to the services outlined
below:
I. Methods and Approach: Vendor’s Proposal is to include your expected or recommended
approach to addressing the Scope of Required Services described above. Describe the
anticipated interaction with the City in regard to:
A. IMPLEMENTATION SERVICES:
1) Project Planning: Define in a written Project Plan, the tasks, milestones, schedule,
deliverables, communication, risk management and resource management of the
implementation project.
2) Requirements Definition: Document the roles, processes, and software functions to
be accomplished by the system, using requirements provided by the City, and a
structured documentation methodology.
3) Services Access: Confirm access needed from workstations for development and
testing purposes, noting any required plug-ins or other needed modules.
4) Infrastructure Plan: Include a Plan that describes any needed additions and/or
changes to the City's infrastructure in order to support the portion of the application
hosted at the City or for access from the City staff.
5) Security Plan: Include a Plan that describes the security related changes needed by
the hosting environment or applications in order to meet the City's needs.
6) Software Configuration: Submit a Configuration Plan that describes how the
provided software service will be configured to meet City needs as documented.
Configuration Plan is to include the following: Modifying screens, menus, reports,
and adding user-defined fields to adapt to the City's needs, including any custom
programming.
7) Data Conversion: Include cost for conversion of up to five years of existing data for
use within the proposed solution as needed.
8) Hosting: Provide an overview of SaaS infrastructure environment including up-time
history, response time, etc.
9) Testing: The City will be responsible for conducting tests to ensure that the base
software, any modifications, interfaces, and hardware meet the City's business
needs and it functions properly in the City's environment
i. The City and the Respondent will work to resolve any issues in configuration,
data conversion, or performance. The Respondent will obtain written verification
from the City's Contract Administrator of this task.
ii. The Respondent will immediately provide resources for product fixes resulting
from errors identified during the software testing process and provide additional
training and/or support where necessary.
iii. Respondent’s proposal shall address all sections of Acceptance Testing to be
specified by the City of Fort Collins.
10) Performance Tuning: The provided environment will be assessed and modified to
achieve best performance and optimum settings. Respondent shall specify
measures and targets to track user experience in relation to system responsiveness.
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Respondent shall provide regular updates of these measures and commit to address
any degradation in user experience.
11) Startup: Provide assistance with project setup to resolve initial issues.
12) Training: Submit a comprehensive Training Plan to include, but not limited to,
conducting training on-site or remotely for up to 10 staff members at varying levels of
use.
B. DATA and PLATFORM SERVICES:
Respondent must clearly state and, if necessary, be prepared to demonstrate
how they will meet the requirements below:
The proposed solution will provide or enable users to:
1) Import data such that there is the greatest opportunity for the automation of the
loading and general maintenance of data sets
2) A platform that presents data and services to the public in a manner that is relatively
easy to navigate and make use of with little or no training
3) Analyze data in graphical format
4) Analyze data in a tabular format
5) Generate and view multiple graphical formats such as pie, line, bar, or similar charts
6) Search for presented data by one or more of the provided data elements
7) Filter and sort data by one or more of the provided data elements
8) Export data from the platform into a wide variety of digital formats
9) Create bookmarks or share links to searches or filtered results
10) Access the data in machine readable formats and be accessible in current industry
standard application programming interfaces
11) Provide opportunities for robust description of the data sets to be available with each
data set
12) Visualize data sets with a geographic element in a mapping format
13) The presentation of thematic groupings of data sets such that visitors to the site can
start with a general theme, such as “Budget” or “Finances” and drill down into
layered, logical groups of data
14) Create the opportunity for public discussions related to data set(s)
15) A platform that has demonstrated a very high level of availability
C. SUPPORT SERVICES:
The Respondent's proposal must provide information that can be used by the
City to evaluate the Respondent’s support services. Following the successful
startup and training, the Respondent is expected to provide ongoing support
services to preserve the investment of the City of Fort Collins and to assist in
resolving issues. Minimum required support services are as follows:
1) Software Maintenance:
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a) With the City's approval, updates or upgrades of the software service can be
incorporated for bug fixes, new features or other software enhancements included in
future versions.
b) A description of the roles, responsibilities, problem escalations path, scheduled
downtimes, contact names, emails, and phone numbers in support of the
Respondent’s hosted system.
2) Telephone and/or Remote Support: Software troubleshooting and usage advice
provided via telephone and / or tools that allow remote support.
3) On-Site Support: Software troubleshooting, reconfiguration, retraining or other
specialized assistance provided on-site.
4) Warranty: The City desires a one-year warranty to follow final acceptance. This
includes free upgrade maintenance and support services during the one-year
warranty period.
ALL WARRANTIES SHALL START FROM THE CITY OF FORT COLLINS
IN SERVICE DATE.
All warranty items/issues/concerns shall be resolved at no charge to the City
of Fort Collins. This shall include, but not be limited to, parts, labor, freight,
travel, etc. All warranty items/issues/concerns shall be resolved within a time
frame determined by the Contract Administrator. The Contractor shall
warranty all parts and services provided by a subcontractor just as if supplied
directly by the Contractor.
PROFESSIONAL’S RESPONSE TO RFP:
I. Methods & Approach
A. Implementation Services
Professional has included below all associated information related to our
implementation services, including details about how we will deliver this project to
the City of Ft. Collins.
1. Project Planning: Define in a written Project Plan, the tasks, milestones, schedule,
deliverables, communication, risk management and resource management of the
implementation project.
Project Plan & Communication Channels
Professional’s Project Planning approach is comprehensive and includes both
transparent communication channels, and system-based management tools.
● Project Plan & Schedule: At the outset of this project, Professional’s
Project Manager will create a clear, easily understood project plan and
schedule. This deliverable will outline all tasks, milestones, and
deliverables, and we will use it to keep the project on track and alert key
team members of potential risks. This schedule will also indicate where
within the process specific team members need to weigh in, thus
eliminating problems that arise when stakeholders are not involved early
and often.
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● Online Project Workspace: Professional uses an online project
collaboration tool called “WorkFront,” which will provide City staff with real-
time access to project information, including minutes to project meetings,
deliverables, feature lists, web prototypes, and project status updates.
WorkFront provides a joint workspace for the Professional and City teams
to better collaborate and track and assign tasks through a detailed task
tracking system.
● Weekly Status Updates: Professional will send a report each week
during the implementation process that outlines completed tasks, tasks
underway, and upcoming activities, as well as any outstanding risks or
issues that must be addressed. These updates will allow us to make any
necessary course corrections early in the process, and they will give us
the opportunity to discuss any risks that may thwart the process.
Socrata’s Seven Step Implementation Methodology - Tasks, Milestones,
Deliverables
Below we include a high-level description of each phase of our seven-step
implementation methodology, including all proposed tasks, milestones and
deliverables. Professional’s Project Manager will be responsible for
coordinating and guiding Ft. Collins stakeholders through each stage of
the project described here.
Step 1: Plan
The goal of the Plan stage is to confirm scope, resources, timeline, and budget to guide the
implementation of the project. During this stage, our team will create a Program Plan that includes the
activities, timeline, and resources required to deliver all defined outcomes within the project. Professional
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will include a recommended education plan, by role, for various City team members, as well as a test plan
and marketing and communications plan to be followed during and after customer launch.
Professional
Recommended Preparation
Activities
Tasks for City team to
complete prior to Program
start:
● Identification of team
members, and classification
into Program roles, including:
○ Executives
○ Administrators
○ Publishers
○ Curators
● Identification of key datasets
for Program engagement
● Identification of corresponding
data source systems for
selected datasets
● Identification of any
compelling events or key
dates
● Review of available template
design options
Plan Activities
● Program planning session
● Creation of detailed Program
plan
● Data readiness evaluation
● Risk assessment
● Creation of team education
plan, to be leveraged during
the Educate stage
● Creation of communication
plan, to be leveraged during
the Launch stage
● Confirmation of scope,
timeline, and resources
● Configuration of production
Open Data platform site
ready for customer use
Plan Deliverables
Professional Consulting and Education
Teams’ deliverables include:
● Program, education, resource, marketing
and communication plans
● Initial consulting engagement agenda
● Creation of a QA/QC plan, to be
leveraged during the Build stage
● Data readiness evaluation
● Risk assessment
● Production site ready for customer use,
e.g. <customername>.data.socrata.com
Customer Team’s deliverables include:
● Applicable Education courses completed
prior to start of engagement
● Customer preparation tasks completed as
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advanced levels of education for
the Program team, as well as for
data stewards of identified
datasets and corresponding
source systems.
Course
Description
Suggested
Roles
Socrata
Fundamentals
Administrator
Publisher
Executive
Curator
Administering
Your Site
Administrator
Introduction to
Automated
Publishing
Administrator
Publisher
Advanced Data
Integration
Administrator
Publisher
Advanced
Visualizations
Administrator
Publisher
Curator
Training Plan
● Unlimited access to online training via webinars and
videos
● Based on the Education Program Purchased in Order
Agreement, the following additional education options
are also available:
○ Instructor-led interactive virtual Education courses
○ Two (2) hours per topic session, following a set
schedule optimized for US timezones
○ Unlimited course attendance
○ Two (2) on-site courses per year of your choosing
○ Topics available include:
○ Intro to Open Data
○ How to Publish Data
○ Data Readiness
○ Data Integration and Automated Publishing
○ Administration (for Apps, for Open Data, for Open
Performance)
○ Advanced Visualizations and Data Storytelling
○ Dashboards and Goals creation
○ Performance Management
○ Marketing and Communications Planning
○ Includes advanced courses:
■ Promoting Your Launch and Beyond
■ Programmatic Best Practices
○ Best practices on different vehicles for an Open Data
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● Customer Approval of Design recommendations
to meet objectives and defined outcomes for this
project
● Selection of templated homepage styling with
standard layout options
● Creation of Design Document
● Creation of an automated publishing plan,
including preferred publishing tool for in-scope
datasets
● Development of plan for site review and
acceptance testing
● Automated publishing plan
● Design document
● Organizational structure and business model mapping
Customer Team’s deliverables include:
● Completed design requirements questionnaire
● Agreement on design requirements
Step 4: Data
The “Data” stage of the project includes knowledge transfer around key concepts of data governance
(e.g. dataset owners, publishing workflows, ensuring data quality, etc.), and an initial data governance
plan for the datasets that will be published in their solution. This also includes training on metadata, the
concepts of custom metadata, and the creation of a metadata schema for the City. Includes coaching
City team on the concepts of a dataset inventory and administration tools for data governance, as well as
orientation to their automated publishing options. The next (more advanced) phases of the education
plan will be executed during this stage.
Data Activities
● Open Data best practices mentorship
● Overview of Open Data Network, interoperable
data standards, opportunities for peer
benchmarking
● Dataset inventory review based on list of in-
scope datasets
● Metadata mentorship and creation of metadata
guide
● Mentorship on automated publishing options
and strategy
Data Deliverables
Professional’s Consulting and Education Teams’
deliverables include:
● Advanced Education Plan (if applicable)
● Publishing workflow to support in-scope datasets
within the Design Document
● Dataset inventory template
● Documented metadata schema for in-scope datasets
within the Design Document
City Team’s deliverables include:
● One dataset ready for use on the Socrata Platform
Stage 5: Build
The objective of the “Build” stage is to architect the Open Data platform to meet the requirements defined
in the “Design” stage.
Build Activities
● Deployment of site style to production site, according to
Build Deliverables
Professional’s Consulting and Education
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design document
● Configuration of custom metadata in platform for use during
upload
● Initial users added to platform with correct roles per data
governance plan
● Loading of initial datasets and creation of initial visualizations
● Configuration of automated publishing job(s) for at least one
key dataset; additional datasets may be supported if Program
budget allows
● Verification to ensure results meet Program business
objectives
● DNS and SSL setup for one (1) custom domain; SSL
certificate included at no cost
● Test Plan updates to determine test plan length
(recommended 2 week minimum)
● Testing and Validation of Solution
○ Technical Validation
○ Business Process Validation
○ Review Go-Live Critical Issues
○ Resolve Go-Live Critical Issues
● End User Acceptance and Stakeholders approval
Teams’ deliverables include:
● Production site tested and validated
● Up-to-date implementation issues log with
designated critical issues and resolution
tracks
● Additional curator and publisher
education plans
● End User Training program
City Team’s deliverables include:
● Completed QA/QC test plan
● End User Acceptance and Stakeholder
Approval
● End User Training completed
Stage 6: Launch
The “Launch” stage focuses on production readiness and includes all activities to prepare the City for
using the Professional’s Data Portal once live. This stage will give the City team everything they need in
order to follow new business practices and processes for using data on the platform. We will also provide
education and marketing activities for end users, so that they understand the value of the data available
and how to use it to optimize their operations, organization, programs, and performance. This audience
may be the general public, or users internal to the organization. Professional will provide support to the
Customer team during this stage.
Launch Activities
● Confirmation of Go-Live date
● Completion of all launch activities (events,
announcements, etc.)
● Execution of marketing communication plan (both
internal and external)
Launch Deliverables
Professional’s Consulting and Education Teams’
deliverables include:
● Production site launched
● Education on Customer Success Plan and
Customer Support processes
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● Confirmation of completed SOW
● Confirmation that customer has signed up for
Professional’s Customer Community and
appropriate user groups
● Program Wrap-Up Session
● Transition to Customer Success and Customer
Support
City Team’s deliverables include:
● Final user acceptance; Product site meets success
criteria defined in SOW
Step 7: Evolve
This final stage includes developing a roadmap for continued program success ongoing support wherever
needed.
Evolve Activities
● Ongoing improvements and customizations to align
with Customer’s evolving business goals
● Continuous prioritization to ensure improvements
are made based upon level of importance, number
of users affected, and level of effort to complete.
Evolve Deliverables
● Roadmap for Continued Program Success
Expected Work Schedule
Typical Professional’s deployments take approximately eight weeks from planning to
launch (shown in draft schedule below), and we will finalize this schedule with much
more detailed milestones upon project onset. We expect City staff to be readily involved
in the planning and design stages of this project, as well as across all educational
trainings we provide. Furthermore, we will collaborate closely with your team throughout
the build stage, to ensure your team has been able to provide client-based quality
assurance testing and approval.
Risk & Resource Management
Under Section V: Availability, Professional talks about our Resource Management
approach, which is centered on a shared resources arrangement, ensuring each
engagement has a dedicated team booked and fully available on the program prior to
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commencing work. Doing so allows us to maximize the quality and speed of delivery,
and minimize inefficiencies by customer randomization.
As part of Professional’s Risk Management approach, our Project Manager and key
team members discuss an internal risk management plan, where we:
● Assess any identified risks (e.g., lack of stakeholder involvement, technical risks,
schedule risks, cost, etc.),
● Rank these risks based upon estimated impact to overall scope, and
● Devise a mitigation plan for ongoing risk identification and mitigation.
Failures in communication are often central to project-related issues, which is why our
team focuses on open and transparent communication, and frequent check-ins with our
clients. Should any risk arise within the City of Ft. Collins project, our team will monitor
and report on progress daily until the issue is resolved.
2. Requirements Definition: Document the roles, processes, and software functions to be
accomplished by the system, using requirements provided by the City, and a structured
documentation methodology.
During the “Design” stage of this project, Professional will create a requirements
document that specifies all technical, functional, and design requirements for our
solution. We will base this document on Ft. Collins’ existing branding guidelines, and on
the various types of data that the City will need to accommodate as part of this Initial
Phase, including:
● City Expense Data: This data represents payments made by the City of Fort Collins
to vendors, employees, and other entities. The frequency of data export will need to
be determined.
● Employee Pay
● Crime-Related Data
● GIS data sets: The GIS data sets that the City makes openly available, viewable in a
mapping interface. The frequency of data export will be weekly.
a. Current building permits
b. Street centerlines with address ranges
c. Floodplains
d. Parcels
e. District precincts
f. Zoning
g. FEMA floodplains
h. Liquor Licenses
i. Annexations
● Water Production and Quality
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● Development Review and Land Management Data
● Customer Service Requests
● Nuisance Code Violations
Our plan will collectively identify all user roles and workflows required as part of the
solution, including standard users who may only need access to drill-down reports and
filtering capabilities, as well as advanced users who may need the ability to generate
reports, set up queries, etc.
3. Services Access: Confirm access needed from workstations for development and testing
purposes, noting any required plug-ins or other needed modules.
Professional’s is a Software as a Service offering that is delivered over the web. To this
end, our team will only need access to the internet on workstations in order to test
across local machines. Since Professional is configuring an off-the-shelf application,
there will be no traditional development work required.
4. Infrastructure Plan: Include a Plan that describes any needed additions and/or changes to the
City's infrastructure in order to support the portion of the application hosted at the City or for
access from the City staff.
Professional does not foresee the need to establish an elaborate Infrastructure Plan for
the City, as our solution is a fully hosted, cloud solution that handles all infrastructure
requirements. During the Education stage of this project, we will train your team on how
to configure and use Socrata tools, including all options for the automation of data from
enterprise systems within the City of Fort Collins.
5. Security Plan: Include a Plan that describes the security related changes needed by the
hosting environment or applications in order to meet the City's needs.
Professional’s hosted cloud solution handles all of the platform security requirements on
behalf of the City of Fort Collins. We do not foresee a need to change the existing
hosting environment on the City’s end to meet the needs of the solution.
6. Software Configuration: Submit a Configuration Plan that describes how the provided
software service will be configured to meet City needs as documented. Configuration Plan is
to include the following: Modifying screens, menus, reports, and adding user-defined fields
to adapt to the City's needs, including any custom programming.
The City of Fort Collins would be licensing “Consumer Off The Shelf Software” (COTS)
from Professional to meet the needs documented by the City. Each data extract that the
City chooses to automatically publish to Professional will have their own workflow, and
those processes can change and grow over time as the Open Data Program within the
City of Fort Collins grows. Since Professional is working with pre-existing data, there is
nothing that will need to be added to the existing line of business systems in order to
deliver this open data program.
The citizen-facing catalog landing page is a Professional-powered web page that we
manage on behalf of the customers that we serve. The City of Fort Collins will be able to
choose from a number of design templates to help define the look and feel that best
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meets its branding requirements, and Professional will then configure the platform to
achieve this design direction.
7. Data Conversion: Include cost for conversion of up to five years of existing data for use within
the proposed solution as needed.
As part of the Professional’s Implementation Methodology, Professional’s consultants
will educate and train the City on how to manipulate and upload data to the
Professional’s platform. Through this process, Professional will take data to be used as
a part of the proposed solution and demonstrate how to develop an automated workflow
that will move data from the City of Fort Collins’ source systems into Professional’s.
Professional’s goal is to make our clients feel as comfortable with the open data portal
as possible, so that they feel empowered to convert, load, and administer data without
needing to engage additional resources. Doing so is more cost effective for our clients,
and it enables them to retain a greater sense of control over their solution moving
forward.
Our implementation package includes an education plan that provides extensive training
to promote a deep understanding of our solution. This process takes place during the
“educate” stage of our project methodology, during which we will pull from the
Professional’s Education Program to train all Ft. Collins stakeholders. Typical course
descriptions and recommended user roles to attend these sessions include:
Course Description Suggested Roles To Attend
Socrata Fundamentals
Administrator
Publisher
Executive
Curator
Administering Your Site Administrator
Introduction to Automated Publishing
Administrator
Publisher
Advanced Visualizations
Administrator
Publisher
Curator
Building an Open Performance
Dashboard
Administrator
Publisher
Curator
The Education Plan we develop will specify basic and advanced levels of education for
all project team members and data stewards.
Specific training activities include:
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● Orientation to Professional’s Education Program and the Professional’s Knowledge
Base
● Core Team Training based on recommended Education Plan
● Development of End User Training Plan and ongoing Training Plan
● Unlimited access to online training via webinars and videos
● Additional education options (i.e., based upon the Education Program purchased):
○ Instructor-led interactive virtual Education courses
○ Two hours per topic session, based upon set schedule within U.S. timezones
○ Unlimited course attendance
○ Two remote courses per year of your choosing, including the following, available
topics:
○ Intro to Open Data
○ How to Publish Data
○ Data Readiness
○ Data Integration and Automated Publishing
○ Administration (for Apps, for Open Data, for Open Performance)
○ Advanced Visualizations and Data Storytelling
○ Dashboards and Creating Goals
○ Performance Management
○ Marketing and Communications Planning
○ Promoting Your Launch and Beyond
○ Programmatic Best Practices
Specific training deliverables include:
● Final Education plan by role
● Education plan communication to all team members
● Administrators and Publishers educated and ready for implementation
● Recommended End User Training Plan
Please note: Should City staff require additional support beyond staff training,
Professional has the resources available to contract out independently to offer more
robust support on specific data conversion use cases.
8. Hosting: Provide an overview of SaaS infrastructure environment including up-time history,
response time, etc.
The Professional’s platform is highly scalable and optimized specifically for small-scale
and large-scale government data. The platform is hosted on the AWS hosting
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infrastructure, which allows us to handle spikes much more gracefully than would be
possible in a dedicated environment.
Our enterprise-class infrastructure allows us to generally sustain a target availability of
99% (less downtime for scheduled maintenance and circumstances beyond its control).
We schedule specific maintenance windows once per month, during which we reserve
the option to bring the Professional’s platform down for scheduled maintenance and
upgrades. These windows include:
● The third Saturday of January, February, April, May, July, August, October, and
November, Socrata-powered data sites may be unavailable from 8:00 PM to 9:00
PM ET.
● The third Saturday of March, June, September and December Socrata-powered
data sites may be unavailable from 8:00 PM to midnight ET.
Additional, short windows of downtime may occur due to emergency maintenance. Site
scheduled maintenance reminders will be posted publicly on each Professional-
powered datasite at least 48 hours before the start of that maintenance window.
9. Testing: The City will be responsible for conducting tests to ensure that the base software,
any modifications, interfaces, and hardware meet the City's business needs and it functions
properly in the City's environment.
As part of our project process, Professional will create a Test Plan, which will outline the
processes we will use to verify that our technology solution performs as expected. It is
guided by formal acceptance criteria against all identified user stories, which we
collaboratively establish with your City team during the Design Stage.
User Acceptance Testing (UAT) allows us to ensure that all features and functionality
align with the City’s business needs and any required branding guidelines, and
functions flawlessly in your environment. The test team required for conducting user
testing consists of members from both the customer and the Professional’s teams
assigned to this project.
Terminology
User Acceptance Testing (UAT): Actual software users test the
solution to make sure they can complete required tasks in real-world
scenarios. This is the final verification that the platform is complete
and fully-functioning according to specifications and that the stated
business needs are met.
User Acceptance Criteria: The requirements that must be met for a
solution to be assessed as complete. The criteria define the specific
workflows and outcomes that the customer expects based on design
conversations.
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During the Build stage, Professional will test the solution in two ways. First, our team will
ensure that the technical solution performs as expected and that the required end-user
tasks can be completed. Second, City stakeholders assigned to the testing team will
perform User Acceptance Testing to verify that the solution delivers the expected
outcomes and success criteria:
1. Step 1: Professional’s Quality Assurance
Professional is committed to delivering the highest quality solutions to help our
customers become 21st century digital governments. At the end of the Build Phase, the
Professional’s project team will conduct a comprehensive internal QA test to identify
and resolve any technical issues within the solution.
2. Step 2: Customer User Acceptance Testing
As soon as the Build stage is complete, we will enter the User Acceptance Testing
phase of the City of Ft. Collins’ Platform launch. This stage is guided by a formal list of
acceptance criteria for each user story that our teams collectively created during the
Design stage of the project. It is at this point where your City team will provide end-user
testing to confirm that we have built the platform under real-life scenarios, that all
functionality is aligned with the agreed-upon Statement of Work, and that City
stakeholders have been able to provide necessary feedback prior to launch.
Upon completion of the Acceptance Testing phase, the Professional’s team will require
a minimum of five to ten days turnaround time, from the last day of the Acceptance
Testing phase, to address all issues identified. This turnaround time may scale,
depending on the number of issues identified, and the degree of change involved.
By the end of the Build stage, the City will return the Test Plan with the User
Acceptance Testing section completed.
Professional’s assigned Project Manager will provide oversight across training and will
be responsible for managing and minimizing any risk that may arise. We have identified
common risks below, and the appropriate actions needed to mitigate the impact of these
risks on the project:
Risk Impact Trigger Mitigation Plan
User acceptance testing (UAT)
not completed within specified
period of time.
High Potential bugs or
requested
improvements not
identified.
Professional will outline the
number of days available for
UAT, provide a UAT tracking
document, and guidance on how
to use the tracking document.
Professional will also send a brief
reminder 48 hours prior to the
end of the UAT period.
Scope Creep - As testers
become more familiar with the
tool, they will want more
functionality.
High Delays in
implementation
schedule.
Throughout each iteration,
functionality will be monitored
closely. Priorities will be set and
discussed by stakeholders. Since
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the driver is functionality and not
time, it may be necessary to
push the date out.
Changes to the functionality
may negate the tests already
written and we may lose test
cases already written.
High Loss of all test
cases.
Export data prior to any upgrade,
massage as necessary and re-
import after upgrade.
i. The City and the Respondent will work to resolve any issues in configuration, data conversion,
or performance. The Respondent will obtain written verification from the City's Contract
Administrator of this task.
During implementation, Professional’s Program Manager and the City will jointly
document the objectives, as well as the product configuration options and data
requirements, to help the City achieve its technology and business goals. Issues that
prevent the success of the implementation will be documented, shared with the City,
and tracked internally by the Professional’s Program Manager. During launch planning,
if any critical issues exist, they will be thoroughly identified, and we will then develop a
resolution plan, which we will execute on prior to launch.
ii. The Respondent will immediately provide resources for product fixes resulting from errors
identified during the software testing process and provide additional training and/or support
where necessary.
Professional has a dedicated support staff that respond to bug fixes in the software.
This includes bugs in the testing process and ongoing throughout the terms of the
agreement. Our support is ongoing and lives beyond the duration of the initial
implementation.
In addition, every Professional’s customer is assigned a dedicated customer success
manager who acts as the single point of contact after the initial implementation, and
throughout the duration of our relationship. The customer success manager is
responsible for the creation of the client’s ongoing Roadmap, the sharing of best
practices, as well as ongoing guidance to help with program adoption.
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Professional’s Support options are listed above, and we have included Basic support as
part of this response. Additional support options with specific SLAs are available upon
request.
iii. Respondent’s proposal shall address all sections of Acceptance Testing to be specified by
the City of Fort Collins.
During the scoping and design phase of the project implementation, the Professional’s
Program Manager will work closely with the Program Manager at City of Ft. Collins to
document all relevant use cases for our solution. These are the high-level outcomes
that will be critical to the success of the City of Fort Collins’ open data program.
Your Professional’s Program Manager will translate these use cases into specific “User
Acceptance Criteria” that can be tested once the solution is built. Project success
criteria are the standards by which the project will be judged upon its completion, and
they will be critical to understanding whether the solution implementation has been
successful in the eyes of the stakeholders. The Professional’s Program Manager and
the City of Fort Collins will also identify potential project risks to be mitigated throughout
the build and testing phases.
10. Performance Tuning: The provided environment will be assessed and modified to achieve
best performance and optimum settings. Respondent shall specify measures and targets to
track user experience in relation to system responsiveness. Respondent shall provide
regular updates of these measures and commit to address any degradation in user
experience.
The proposed Professional’s solution can meet the +15M row expectations and has
multiple datasets over this capacity hosted for our partners at this time.
Professional maintains performance expectations of:
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● 75% of requests return data in 0.4 seconds
● 95% of requests return data in 1.0 seconds
● 99% of requests return data in 4.0 seconds
We operate on a shared infrastructure among all of our different customers. This means
that we support very large workloads of concurrent users, with no noticeable
degradation in performance. This infrastructure runs entirely on AWS, allowing
Professional to scale up and down with the workloads that are required on the platform.
11. Startup: Provide assistance with project setup to resolve initial issues.
The Professional’s implementation methodology includes initial setup and configuration.
This covers branding and site design to map the look and feel of the platform to the City
of Fort Collins’ branding requirements, as well as the design of our solution against all
functional requirements. In addition, the Professional’s team plans for QA / QC periods
across each of its implementation projects as a way to review how the site is functioning
before final acceptance and launch.
12. Training: Submit a comprehensive Training Plan to include, but not limited to, conducting
training on-site or remotely for up to 10 staff members at varying levels of use.
An Education Package (i.e., Training Plan) provides the opportunity to educate all
Professional’s users on any Professional’s Education course, as often as is needed,
based on the program purchased. Education Packages allow for ongoing training to
foster the creation of power users throughout the organization. These courses allow our
customers to train new users as they come on-board, as well as offer refresher courses
to improve a user’s existing training and knowledge.
Education Packages Include:
● A one-year package,
● Unlimited access for your users to attend any course included in your package,
● Cost-effective training of all users, with a focus on bringing users up to speed on
Professional’s solutions quickly and efficiently, and
● Webinar courses related to the corresponding program.
Education and knowledge transfer are key success factors in the Professional’s platform
deployment. Professional provides qualified, certified instructors who help transfer the
knowledge of Professional’s system to our customers.
The Education group will provide customers with a formal education plan to assist them
with ensuring breadth and depth knowledge transfer to their team.
The following are the current online Course Offerings (as of May 1, 2016) available for
registration on the Support Portal. These are provided via our Live instructor-led
software:
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Course Description Suggested Roles
Socrata Fundamentals
● Executive
● Administrator
● Publisher
● Curator
Administering Your Site ● Administrator
Introduction to Automated Publishing
● Administrator
● Publisher
Advanced Data Integration
● Administrator
● Publisher
Advanced Visualizations
● Administrator
● Publisher
● Curator
Creating a Story in Perspectives
● Administrator
● Publisher
● Executive
● Curator
Building an Open Performance
Dashboard
● Administrator
● Publisher
● Curator
Making the Most of the Latest
Features
● Administrator
● Publisher
● Executive
● Curator
B. Data & Platform Services
Below we outline our responses to all Data & Platform Services requirements, as
identified by the City of Ft. Collins.
1. Import data such that there is the greatest opportunity for the automation of the loading and
general maintenance of data sets.
Professional has become the single-most integrated data portal in the world, making our
approach to source systems integration as easy and flexible as possible. This has
allowed us to integrate with thousands of different systems and variations, and our
methods to ingress data from source systems include:
● A manual upload wizard for uploading a variety of file types.
● A web wizard for uploading geospatial boundary files, used to create interactive
maps on the platform. Uploaded boundary files can be matched with deposited data,
which includes geographic information to enable the creation of valuable point,
choropleth, and multi-layer maps.
● Automated data publishing via our “Publisher API” and related “Metadata API”.
Professional exposes the entire spectrum of publishing capabilities that are available
throughout the platform additionally through these APIs, including all
Create/Replace/Update/Delete operations and POST requests to update individual
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data records (for data hosted on the DDH). This is an extremely intuitive and
powerful mechanism for keeping data updated, particularly for research-heavy
organizations.
● Publishing via third-party ETL solutions, such as Safe FME Desktop or Pentaho,
both of which have built-in Professional’s connectors for automating the ingest of
metadata and data into the Professional’s data platform. Any ETL tool that can write
to a RESTful API (including Informatica, DataStage, and others) can also be used.
● Publishers can also set up FTP Dropbox for regular ingestion of data from a
designated location, or leverage Professional’s lightweight Java app, “DataSync”, for
writing through the API via a user interface. DataSync, an open source solution
created and maintained by Professional, is a publishing tool that allows users to
schedule automatic publishing of data to the Professional’s Data Platform.
Publishing criteria are fully customizable at the individual dataset level, and City of
Fort Collins staff can find more information about this feature here:
https://github.com/socrata/datasync.
Professional's web-based manual upload
wizard is as easy as uploading a photo to
Facebook.
Professional’s DataSync automates the
publishing of your datasets using file-sync
and API methods.
Professional will fully assist City of Fort Collins in setting up its automated data
integration process during implementation, and we will confirm these needs during the
planning and initiation portions of this project.
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In the example shown here, The City of Raleigh publishes a number of different
datasets at independent frequencies. The administrative tool gives publishers easy
access to the status of the individual dataset publishing activities.
2. A platform that presents data and services to the public in a manner that is relatively easy to
navigate and makes use of with little or no training.
Professional aims to make its solutions as intuitive as possible, both for the end users
and for more advanced users administering the tool. We have included below a sample
landing page for the City of Ft. Collins Open Data portal. This page serves as an entry
point for the public to easily understand and access all of the data that the City of Fort
Collins wants to provide through the platform. The visual hierarchy and frequent use of
iconography makes it easy for users with very little or no training to understand what is
available, and quickly navigate to the content that will be most meaningful to them.
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Sample landing page for Fort Collins’ Open Data Portal.
Once a user clicks on a category above and chooses a specific dataset, they are
presented with a primer page (example below), which shows them information about the
dataset in question. The primer page allows these particular datasets to be optimized
both for search engines, and for presenting users with high-level information about a
particular dataset in an engaging way.
Example Ft. Collins primer page.
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3. Analyze data in graphical format.
All data sets available within Professional’s system have 13 different visualization
formats available out-of-the-box, which can be dynamically applied to datasets for
maximum flexibility in displaying critical information about the data: Area chart, Bar
chart, Bubble chart, Column chart, Donut chart, Line chart, Pie chart, Stacked bar chart,
Stacked column chart, Timeline and Tree map. Professional’s visualizations give
internal users immediate access to save views, download the raw data to their own
machine, comment on and participate in conversations about the data, receive embed
codes to share the view in their own reports, access the SODA 2.0 API (for internal
application developers), and print the dataset or visualization.
Examples of types of graphical formats available to Ft. Collins staff.
4. Analyze data in a tabular format.
Open Data Portal allows users to view and analyze rows of tabular data in multiple
different ways. The different view formats can be found next to the “Find in this Dataset”
field. An example of a dataset in a tabular view is shown here:
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Example dataset shown in tabular format.
5. Generate and view multiple graphical formats such as pie, line, bar, or similar charts.
As stated in #3 above, data sets are able to be generated and viewed in 13 formats,
including but not limited to: Area chart, Bar chart, Bubble chart, Column chart, Donut
chart, Line chart, Pie chart, Stacked bar chart, Stacked column chart, Timeline and Tree
map. We will discuss City of Ft. Collins’ graphical formatting requirements at the outset
of the project, ensuring we allow for maximum flexibility with the City’s presentation of
its data.
6. Search for presented data by one or more of the provided data elements.
Professional provides a number of different ways to search for data. This includes
traditional search by keyword or phrase, or filtering and searching based upon a specific
visualization type. The example below shows search results in the City of Fort Collins
data catalog - with additional options on the left to adjust search parameters even
further.
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Example search results - Ft. Collins sample portal.
7. Filter and sort data by one or more of the provided data elements.
Professional’s filter tab allows users to manipulate data dynamically from within the
platform. This includes performing filtering and grouping on datasets - where users can
summarize the data and create different views, as well as modify and delete data
columns and rows. The example here shows how a user can group warrants by month,
and then roll up those warrants and count the number of incidents. Most reporting tools
are structured around a seat-based model in order to manipulate data, making
Professional unique in the fact that it is a non-user based model. This allows for a
greater breadth of users who can actually manipulate data in the platform - business
analysts and data stewards some of the most popular.
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8. Export data from the platform into a wide variety of digital formats.
Data will be exportable and downloadable via numerous methods:
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Downloading through the
user interface, seen above
in CSV, XLS, XLSX,
JSON, PDF, RSS, and
XML file formats.
Accessing/exporting
tabular data using the
OData endpoint, which
allows users comfortable
with Tableau, Microsoft
Excel, PowerBI, Oracle,
and other OData-compliant
tools.
Access via a dataset-level
API, for automated access
to rows and columns of
deposited data.
9. Create bookmarks or share links to searches or filtered results.
Professional allows users to save what we call “Views” within the portal, which are
dynamic views that reflect the most current version of information. Views can be of
charts, graphs, rollups, or filters, and they live within the catalog as primary assets that
are fully discoverable by end users. Each view is given a URL, which users can share
via social media and bookmark for future use.
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Example of saving a view for social sharing and/or bookmarking.
10. Access the data in machine readable formats and be accessible in current industry standard
application programming interfaces.
The Professional’s Data Platform will create standardized, configurable, machine-
readable APIs for all City of Ft. Collins data from source systems. This data can be
exported and downloaded in the following ways:
Downloading through the
user interface, seen above
in CSV, XLS, XLSX,
JSON, PDF, RSS, and
XML file formats.
Accessing/exporting
tabular data using the
OData endpoint, which
allows users comfortable
with Tableau, Microsoft
Excel, PowerBI, Oracle,
and other OData-compliant
Access via a dataset-level
API, for automated access
to rows and columns of
deposited data.
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tools.
11. Provide opportunities for robust description of the data sets to be available with each data
set.
Professional’s Primer is the principal front-page experience for uploaded datasets,
allowing dataset owners to fully describe a dataset. This mobile responsive page
contains useful introductory information about the data, helping to answer questions
such as:
"Is this the data that I'm looking for?"
"How up to date is this data?"
"What is the data being used for now?"
A Primer page includes:
● Info Pane - Includes key metadata, such as: the dataset title, description, last
updated date and the data provider. Important navigation components are also
found here, with options to view the data table, download the data, access the API or
share it socially.
● Featured Content - Includes up to three featured visualizations, stories or other
content from around the web. Dataset editors curate this related content, and if no
content is configured, this section simply will not show to users.
● About this Dataset - Includes information about the dataset, such as the metadata
and metrics.
● What’s in this dataset? - Includes quick snapshot of the total rows, total columns,
and information about what each row of data represents.
● Preview Data Table - Allows for views of all the rows of the dataset, 10 at a time,
right from the landing page. Also allows for the filtering of datasets and creation of
visualizations via the “Explore Data” option.
● Public Views Created from this Dataset - Allows users to see and explore the
most popular views that have been created from a particular dataset. The most
popular three appear by default, but find more by click Show More.
The example below is from the City of Chicago that highlights a dataset called Crimes -
2001 to Present.
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Example Primer page from City of Chicago.
12. Visualize data sets with a geographic element in a mapping format.
Professional’s Data Lens enables the exploration of data in a variety of different
geospatial manners, including: choropleth maps, spatial lens, point maps, base maps,
and GeoJSON APIs. The example shown below uses existing City of Fort Collins data
to create a choropleth map that is counting the number of building permits by council
district. We have specified the colors for this particular option to illustrate the breadth of
configuration options available to users for advanced customization.
Example Fort Collins choropleth map.
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Example Point Map.
13. The presentation of thematic groupings of data sets such that visitors to the site can start
with a general theme, such as “Budget” or “Finances” and drill down into layered, logical
groups of data.
Professional allows users to control the grouping of datasets, and to change this over
time as specific priorities of the open data program grow. The City of Fort Collins will be
able to configure this via the administrative interface, without ever needing to contact
Professional for assistance. The example below is from the City of St. Paul Minnesota
and highlights budget information as one of its top-line, layered categories.
14. Create the opportunity for public discussions related to data set(s).
Datasets specified as “public” allow for commenting and public discussions around that
data, and the platform also supports a built-in, native nomination mechanism for
datasets within the platform. Dataset owners can selectively disable this feature on any
individual dataset that they own.
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Professional has an in-platform commenting
module that allows for the discussion of
datasets between the community and the
program owners of the datasets
themselves.
Professional supports the ability to
share datasets and other of
Professional’s assets to social
networks. This example is a Facebook
shared story about the Great American
Opiod Crisis.
15. A platform that has demonstrated a very high level of availability.
Professional maintains an enterprise-class infrastructure with availability and uptime
SLOs. We schedule time windows once per month where we reserve the option to bring
the Professional’s platform down for scheduled maintenance & upgrades:
● On the third Saturday of January, February, April, May, July, August, October, and
November, Professional-powered data sites may be unavailable from 8:00 PM to
9:00 PM Eastern time.
● On the third Saturday of March, June, September and December Professional-
powered data sites may be unavailable from 8:00 PM to Midnight Eastern time.
We also schedule downtown for necessary emergency maintenance, and all
maintenance reminders will be posted publicly on each Professional-powered datasite
at least 48 hours before the beginning of the maintenance window. An alternative status
page will be displayed during scheduled maintenance windows. While we attempt to
meet these levels, this is a service level objective only.
Professional’s platform is delivered as a SaaS offering exclusively on AWS and Data is
mirrored across a minimum of two AWS Availability Zones (AZs), and backups are
stored in AWS Simple Storage Service (S3).
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This section includes all information related to Professional’s Support Services,
spanning software maintenance, education and training, and ongoing growth and
support.
Software Maintenance
1a. With the City's approval, updates or upgrades of the software service can be incorporated
for bug fixes, new features or other software enhancements included in future versions.
Professional’s is a SaaS solution that is constantly growing and evolving and the City of
Fort Collins would be licensing the use of that software for the length of that contract.
All enhancements made to the existing solutions are included as part of the
subscription. Major releases typically happen on a six week cadence, and product
release notes can be subscribed to so that the city can be kept up to date about
changes that have been made.
1b. A description of the roles, responsibilities, problem escalations path, scheduled downtimes,
contact names, emails, and phone numbers in support of the Respondent’s hosted system.
Roles & Responsibilities
Upon initial launch of the City of Ft. Collins Open Data Portal, City of Ft. Collins staff will
be given a Customer Success Manager, who will be responsible for ongoing support
and the monitoring of program adoption and usage. This team member is central to
providing guidance on the next phase of the customer roadmap, and for overseeing all
ongoing support that takes place. For any required technical support in relation to
product issues, we will have a Support Specialist in charge of these changes. The
Support Specialist is part of Professional’s Support Team - a full-time team dedicated to
responding to on-call requests from our customer base. We augment this team with
Coaches and coaching hours aligned with the tier of support that City of Ft. Collins is
interested in purchasing. These Coaches will sit down with key City of Ft. Collins
stakeholders in one-on-one sessions and will help answer any specific questions that
your team has about the Professional’s solution.
Problem Escalation Path
The Professional’s Program Manager will be the main point of contact throughout the
implementation stage of this project. This team member will monitor project health and
identify any potential risks that may negatively impact project schedule, technical and
functional implementation work, and/or budget. For any issues that require a higher
degree of attention, Professional’s Consulting Manager will act as an additional
escalation resource for all issues pertaining to our consulting services. Post-launch, the
Professional’s Customer Success Manager will take over as the main point of contact
for all ongoing support needs (bug fixes, ongoing growth and expansion, etc.).
Scheduled Downtimes
The Professional’s platform is highly scalable and specifically optimized for small-scale
and large-scale government data. The platform is built on top of the AWS infrastructure,
which allows us to handle spikes much more gracefully than would be possible in a
dedicated environment.
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Our enterprise-class infrastructure allows us to sustain an uptime target of 99% on a
monthly basis, less downtime for scheduled maintenance or circumstances beyond its
control. We do schedule specific maintenance windows once per month, during which
we reserve the option to bring the Professional’s platform down for scheduled
maintenance and upgrades. These windows include:
● The third Saturday of January, February, April, May, July, August, October, and
November, Professional-powered data sites may be unavailable from 8:00 PM to
9:00 PM ET.
● The third Saturday of March, June, September and December Professional-powered
data sites may be unavailable from 8:00 PM to midnight ET.
Additional, short windows of downtime may occur due to emergency maintenance. Site
scheduled maintenance reminders will be posted publicly on each Professional-
powered data site at least 48 hours before the start of that maintenance window.
Contact Names, Emails, and Phone Numbers
Professional’s support team can be reached at: Email: support@socrata.com | Phone:
+1 (888) 997-6762. Our full support policy can be found here:
https://support.socrata.com/hc/en-us/articles/216962648-Support-Policy
Telephone and/or Remote Support: Software troubleshooting and usage advice provided via
telephone and / or tools that allow remote support.
Professional offers remote training and support services, through its Customer Success
delivery methodology. Training is offered to equip all Ft. Collins team members with the
tools and knowledge needed to effectively manage and administer the Open Data
solution post-launch. These trainings are offered as part of the Socrata University
Webinar Series, which provides new and experienced users with first-hand knowledge
of the many features within the platform:
● Socrata 101: Held twice a month, this class includes basic site training, publishing,
built-in dataset features, data visualization, embedding, and more. There will be 60
minutes of presentation followed by 30 minutes of Q&A.
● Socrata 201: Held once a month, this class includes advanced visualization training,
advanced Social Data Player usage, Mondara geospatial skills, dataset routing and
approval, and more. There will be 60 minutes of presentation followed by 30 minutes
of Q&A.
● Socrata API School: Held at least once a month, this class is led by our
engineering team to get you started on using SODA to publish and consume data.
There will be 60 minutes of presentation followed by 30 minutes of Q&A.
● Graduation: Professional’s students that attend 101, 201, API classes, and pass a
publishing and visualization "exam" will receive a certified graduate diploma in mail
from Professional’s headquarters.
Telephone & Remote Support
Professional also has a Support team dedicated to answering questions and helping our
users resolve issues. The Customer Support Center is accessed through the
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Knowledge base at https://support.socrata.com/. Email support allows users to email:
support@socrata.com and receive ongoing assistance over email. For technical users
that are building applications on the proposed solution or creating system integrations,
we also offer a Developer Community Portal at (http://dev.socrata.com).
We provide this support from 8:00 AM to 6:00 PM Pacific Time M-F, with the exception
of Federal holidays. For Support Programs see https://support.socrata.com/hc/en-
us/articles/216962648-Support-Policy
On-Site Support: Software troubleshooting, reconfiguration, retraining or other specialized
assistance provided on-site.
In addition to our remote trainings (via Socrata University) and our remote support,
Professional can also provide in-person refresher trainings and troubleshooting as
needed by the City of Ft. Collins team. Based on the Education Program Purchased, the
following, ongoing education options are also available:
● Instructor-led interactive virtual Education courses
● Two (2) hours per topic sessions, per a set schedule optimized for US timezones
● Unlimited course attendance
● Two (2) on-site courses per year of your choosing
● Topics available:
○ Intro to Open Data
○ How to Publish Data
○ Data Readiness
○ Data Integration and Automated Publishing
○ Administration (for Apps, for Open Data, for Open Performance)
○ Advanced Visualizations and Data Storytelling
○ Dashboards and Creating Goals
○ Performance Management
○ Marketing and Communications Planning
○ Promoting Your Launch and Beyond
○ Programmatic Best Practices
II. Organizational Chart
The following organizational chart shows our team breakdown and hierarchy across the
project. We will confirm all team members upon contract signing.
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III. Cost Schedule
The table below outlines a proposed level of effort and associated costs for the City of
Fort Collins’ Open Data Portal. This budget is based on our current understanding of
your needs and provides a good-faith estimate for the level of effort needed to achieve
your online goals.
Product Start
Date
End
Date
Quantity Total
Publica Open Data Cloud (50k - 150k) 1/1/17 12/31/17 1.00 $24,000.00
Support Program - Basic 1/1/2017 12/31/17 1.00 $0.00
Education Program - Standard 1/1/2017 12/31/17 1.00 $6,405.12
Compelling Stories with Open Data Program
(Perspectives/ODP) (up to 144 hours aggregate among
Socrata staff) (one-time fee)
1/1/2017 12/31/17 1.00 $25,920.00
Perspectives (50k - 150k) 1/1/2017 12/31/17 1.00 $14,400.00
5 Perspectives creation licenses 1/1/2017 12/31/17 1.00 $4,800.00
50 Public Data Sources 1/1/2017 12/31/17 1.00 $10,176.00
TOTAL: $85,701.12*
Standard Conditions
1. By receipt of a signature from Customer of the Agreement, the purchase herein becomes a
binding commitment of Customer and is not subject to the issuance of any further purchase
orders, confirmations or other events.
2. The shipping address listed above will be used to determine the appropriate taxing
jurisdiction of the products and services purchased, if applicable. Customer is a tax exempt
governmental entity and shall not be obligated to pay any taxes or similar assessments
associated with this Agreement. Proof of tax exemption is available upon request.
3. *Total in Order excludes Travel and Expense, which are billed separately based on actuals,
in arrears.
4. Special conditions override standard conditions in the event of an inconsistency.
5. *Total in Order excludes Travel and Expense, which are billed separately based on actuals,
in arrears.
Socrata
Consulting
Manager
Socrata
Program
Manager
Socrata Data
Analyst
Socrata
Developer
Ft. Collins
Program
Manager
Ft. Collins
Team Member
Ft. Collins
Team Member
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Description of Products
Recurring Subscription Fees:
Open Data (currently called Publica) Socrata Open Data enables governments to
publish data, in a variety of intuitive and interactive forms, for use and reuse by the
public.
Open Data Includes: Publishing Services: APIs, a web interface, and utilities to publish
data, automate the update of published data, and design metadata.
Discovery: Catalog and search experience used to find data on the open data site via
keyword, category, or other parameters. Includes support for the DCAT and data.JSON
standards.
Site Analytics: Dashboard providing insight into the usage of data, APIs, and other
assets on the open data site. Includes support for Google Analytics integration and data
export.
Site Administration: Controls to manage user access and other basic settings of the
open data site.
Lenses & Expressions: Tools to create and explore interactive data visualizations, such
as charts, Socrata Data Lens, and maps. Includes Socrata Data Player, an embed
frame for including most Socrata visualizations on third-party sites.
Federation Services: Service enabling cross-site sharing of open data site assets with
other open data sites (e.g. nearby cities).
Socrata Open Data API: Programmatic interface and supporting documentation for all
datasets published on the open data site.
Open Data Network: Connection to community of data publishers and consumers to
enrich aspects of the data consumption experience. Includes federation of public data to
www.opendatanetowrk.com
Unlimited consumption via mobile, desktop web, API
Unlimited users
Capacity: 50 Public Data Sources
Perspectives Base License: Socrata Perspectives is an online software-based tool that
allows customers to create stories around their data. It is tightly integrated with the core
Socrata platform and lets subject matter experts share the insights they’ve derived from
their data. Authors can place dynamic Socrata-powered visualizations on a page and
enrich them with textual narration; add third-party content like images, videos and
advanced visualizations; and then publish the finished story to internal or external
audiences.
Capacity: 5 User Creator Licenses
Description: Education Standard
Unlimited attendance to instructor-led interactive online learning sessions per a set
schedule optimized for US timezones.
Unlimited access to on-demand learning content.
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Professional Services Agreement
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One-Time Service Fees:
Launch Package (One-Time)
Compelling Stories (Currently Open Data + Perspectives) This baseline program will
prepare Customer to launch an open data platform.
It encompases a robust education plan to ensure that Customer not only has an open
data platform that matches expectations and serves all open data Program goals, but is
one that can be both maintained and expanded.
This program includes best practices including establishing a data policy and center of
excellence.
The site design in this program offers a choice of templates that can be tailored within
limits to meet customer branding requirements.
This program includes best practices for publishing stories of facts, additional context,
and progress toward strategic objectives. It is designed to enhance the understanding
of important issues by key stakeholders through a combination of narrative and data.
The Socrata consulting team will work with data owners to construct and present highly
visual stories to citizens and various audiences to better understand the power of the
information being made public by Customer data owners.
This program will prepare Customer to run an Open Data Program by building an Open
Data Platform and establishing an ongoing solution for expanding their Open Data
Program. Not to exceed 144 hours in aggregate among Socrata Staff.
Support
Basic Support Package. As set forth on https://support.socrata.com/hc/en-
us/articles/216962648-Support-Policy
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Professional Services Agreement
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EXHIBIT B
INSURANCE REQUIREMENTS
1. The Professional will provide, from insurance companies acceptable to the City, the
insurance coverage designated hereinafter and pay all costs. Before commencing Work
under this bid, the Professional shall furnish the City with certificates of insurance
showing the type, amount, class of operations covered, effective dates and date of
expiration of policies, and containing substantially the following statement:
“The insurance evidenced by this Certificate will not reduce coverage or limits
and will not be cancelled, except after thirty (30) days written notice has been
received by the City of Fort Collins.”
In case of the breach of any provision of the Insurance Requirements, the City, at its
option, may take out and maintain, at the expense of the Professional, such insurance
as the City may deem proper and may deduct the cost of such insurance from any
monies which may be due or become due the Professional under this Agreement. The
City, its officers, agents and employees shall be named as additional insureds on the
Professional 's general liability and automobile liability insurance policies for any claims
arising out of Work performed under this Agreement.
2. Insurance coverages shall be as follows:
A. Workers' Compensation & Employer's Liability. The Professional shall maintain
during the life of this Agreement for all of the Professional's employees engaged in
Work performed under this agreement:
1. Workers' Compensation insurance with statutory limits as required by
Colorado law.
2. Employer's Liability insurance with limits of $100,000 per accident,
$500,000 disease aggregate, and $100,000 disease each employee.
B. Commercial General & Vehicle Liability. The Professional shall maintain during the
life of this Agreement such commercial general liability and automobile liability
insurance as will provide coverage for damage claims of personal injury, including
accidental death, as well as for claims for property damage, which may arise
directly or indirectly from the performance of Work under this Agreement.
Coverage for property damage shall be on a "broad form" basis. The amount of
insurance for each coverage, Commercial General and Vehicle, shall not be less
than $1,000,000 combined single limits for bodily injury and property damage.
In the event any Work is performed by a subcontractor, the Professional shall be
responsible for any liability directly or indirectly arising out of the Work performed
under this Agreement by a subcontractor, which liability is not covered by the
subcontractor's insurance.
C. Errors & Omissions. The Professional shall maintain errors and omissions
insurance in the amount of $1,000,000.
DocuSign Envelope ID: 23E2B8C0-050D-4F5D-8568-94881390D766
Professional Services Agreement
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DocuSign Envelope ID: 23E2B8C0-050D-4F5D-8568-94881390D766
Professional Services Agreement
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EXHIBIT C
CONFIDENTIALITY
IN CONNECTION WITH SERVICES provided to the City of Fort Collins (the “City”) pursuant to
this Agreement (the “Agreement”), the Professional hereby acknowledges that it has been
informed that the City has established policies and procedures with regard to the handling of
confidential information and other sensitive materials.
In consideration of access to certain information, data and material (hereinafter individually and
collectively, regardless of nature, referred to as “information”) that are the property of and/or
relate to the City or its employees, customers or suppliers, which access is related to the
performance of services that the Professional has agreed to perform, the Professional hereby
acknowledges and agrees as follows:
That information that has or will come into its possession or knowledge in connection with the
performance of services for the City may be confidential and/or proprietary. The Professional
agrees to treat as confidential (a) all information that is owned by the City, or that relates to the
business of the City, or that is used by the City in carrying on business, and (b) all information
that is proprietary to a third party (including but not limited to customers and suppliers of the
City). The Professional shall not disclose any such information to any person not having a
legitimate need-to-know for purposes authorized by the City. Further, the Professional shall not
use such information to obtain any economic or other benefit for itself, or any third party, except
as specifically authorized by the City.
The foregoing to the contrary notwithstanding, the Professional understands that it shall have no
obligation under this Agreement with respect to information and material that (a) becomes
generally known to the public by publication or some means other than a breach of duty of this
Agreement, or (b) is required by law, regulation or court order to be disclosed, provided that the
request for such disclosure is proper and the disclosure does not exceed that which is required.
In the event of any disclosure under (b) above, the Professional shall furnish a copy of this
Agreement to anyone to whom it is required to make such disclosure and shall promptly advise
the City in writing of each such disclosure.
In the event that the Professional ceases to perform services for the City, or the City so requests
for any reason, the Professional shall promptly return to the City any and all information
described hereinabove, including all copies, notes and/or summaries (handwritten or
mechanically produced) thereof, in its possession or control or as to which it otherwise has
access.
The Professional understands and agrees that the City’s remedies at law for a breach of the
Professional’s obligations under this Confidentiality Agreement may be inadequate and that the
City shall, in the event of any such breach, be entitled to seek equitable relief (including without
limitation preliminary and permanent injunctive relief and specific performance) in addition to all
other remedies provided hereunder or available at law.
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policy
○ Facilitation of outreach and training of agencies,
departments, and external users
by role
● Education plan
communication to all
team members
● Administrators and
Publishers educated
and ready for
implementation
● Recommended End
User Training Plan
Step 3: Design
The objective of the “Design” stage is to architect the Open Data platform to meet the goals and
objectives defined in the “Plan” stage.
Design Activities
● Design Session, based on Professional’s-
defined agenda
Design Deliverables
Professional’s Consulting and Education Teams’
deliverables include:
DocuSign Envelope ID: 23E2B8C0-050D-4F5D-8568-94881390D766
applicable
Step 2: Educate
The “Educate” stage of the Professional’s Customer Success Methodology leverages the Professional’s Education
Program, and requires that the initial training recommended for key Program team members be completed prior to
the start of implementation. This includes Socrata recommended courses for each role per the Education Plan
defined in the Plan stage (above).
Education Plan
The Education Plan will specify
the approach to educating the
City team on the Professional’s
solution. This will include
recommendations around pre-
engagement, beginning, and
Educate Activities
● Orientation to Professional’s Education Program and
the Professional’s Knowledge Base
● Core Team Training based on recommended Education
Plan
● Development of End User Training Plan and ongoing
Educate Deliverables
Professional’s
Consulting and
Education Teams’
deliverables include:
● Final Education plan
DocuSign Envelope ID: 23E2B8C0-050D-4F5D-8568-94881390D766