Section 1 Project Management Capacity CDM Smith has the experience and capacity necessary to support MassGIS with all enhancements necessary for the continued development of a state-wide parcel GIS dataset. With a GIS Group comprised of over 100 specialists and spatial applications developers, we have the ability and expertise to complete projects of any size, complexity or schedule Over the years, we have automated more than 1 million parcels and helped over 50 New England communities implement parcel-based GIS programs. Between 2011-2013, we assisted MassGIS with the conversion of over 40 communities’ parcel data to the MassGIS Standard. In addition, we know the MassGIS Parcel Standard, Massachusetts communities, CAMA systems, and have pioneered the implementation of integrated parcel GIS solutions in New England. This experience will ensure that the data we develop seamlessly integrates with the MassGIS environment.
Project Management Approach CDM Smith is proposing a management approach that will ensure consistency, quality, responsiveness, and adherence to documented standards. Highlights of our project management approach include:
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Assignment of an Officer-in-Charge and Project Director to
ensure efficient communications with project team members and MassGIS Assignment of a Lead Practitioner/Technical Advisor who will
ensure execution of quality control procedures documented in CDM Smith’s Quality Management Plan and adherence of data to MassGIS standards Assignment of a CDM Smith-certified Project Manager and two
(2) GIS Task Managers who specialize in parcel GIS development and integration. This team has previously managed and submitted projects that met MassGIS Parcel Standards and have extensive experience with completing enhancements requested by MassGIS as part of this RFP.
CDM Smith’s project management team will make use of custom tools to support the quality review process.
Combined, the project team assigned has worked on over 70 parcel GIS development projects and has expertise in all facets of parcel GIS development and adherence to MassGIS Parcel Standards. In addition, our proposed GIS project manager is certified in project management, which will ensure that all projects are properly scoped, scheduled, budgeted, communicated, and adhere to strict quality management guidelines.
Our project manager and task managers will be able to draw on our pool of over 100 GIS specialists and programmers in CDM Smith’s GIS Group. We feel that our project management approach provides MassGIS with staff that not only specializes in town-wide parcel GIS implementations, but also has first-hand experience in implementing parcel GIS programs that meet MassGIS Standards.
Commitment to Excellence The project team selected for this project not only has a combined 60 years of parcel GIS development experience, but also has extensive experience in developing GIS data to comply with MassGIS Parcel Standards. We know this standard well and every parcel project we complete in Massachusetts is either completed using the MassGIS Standard or has the ability to be easily converted to the MassGIS Standard.
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At CDM Smith, we have been fortunate enough to have completed many projects using this standard. Many of these have been applauded by MassGIS for their technical excellence and attention to detail. As a testament to this, CDM Smith recently received an “Exceeded Expectations” rating for overall performance from Neil MacGaffey, Assistant Director, MassGIS Information Technology Division, for the 2012 MassGIS Parcel Standards work performed.
Project Management Staffing As indicated in our project organization chart, the project will be directed by CDM Smith’s Officer-in-Charge, Lisa H. Gove, P.E. Project Director Jayson D. Brennen, GISP, will be responsible for overall program management and directing CDM Smith’s GIS Project Manager and team of Task Managers. As requested, we have provided experience summaries below for our proposed project and task managers, followed by full resumes. Jayson D. Brennen, GISP, Project Director. Mr. Brennen has over 25 years of municipal GIS implementation experience and has helped over 50 communities implement parcel GIS programs. He has extensive knowledge of MassGIS Parcel Standards and has worked closely with all major CAMA vendors to ensure proper integration with parcel GIS environments. In fact, Vision hired CDM Smith to help them better integrate with GIS programs and Patriot has a “CDM Smith GIS Extract” report that is built-in to the software to ensure proper system integration.
Education B.S. – Geography, University of New Hampshire – Keene, 1988 Total Years’ Experience: 25 Total Years with CDM Smith: 21 Number of Parcel GIS Development Projects (Approx.): 50
As Project Director for MassGIS’s Parcel Mapping project, Mr. Brennen will provide overall project management, direct CDM Smith’s Project Manager and task managers, and communicate with MassGIS.
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Five projects in which Mr. Brennen has managed parcel GIS implementation include:
Education B.S. - Geography, Plymouth State University, 1998 Total Years’ Experience: 14 Total Years with CDM Smith: 14 Number of Parcel GIS Development Projects (Approx.): 20
City of Beverly, Mass. Town of Danvers, Mass. City of Fall River, Mass. Town of Walpole, Mass. Town of Winchester, Mass.
Bryson J. Koziell, GISP, Project Manager (Certified)/GIS Enhancement Task Manager. Mr. Koziell has 14 years of municipal GIS implementation experience and specializes in developing and implementing parcel and utility GIS data sets. During his time at CDM Smith, Mr. Koziell has managed the implementation of over two dozen municipal GIS programs, all of which involved development of parcel GIS data sets that integrate with CAMA systems. He specializes in larger city GIS programs having helped cities like Manchester N.H., Bridgeport Conn., and Lowell Mass., implement parcel GIS programs. Mr. Koziell has extensive experience with integrating parcel GIS environments with Vision, Patriot, and other CAMA packages and has helped develop custom integrations with these systems. For our 2011-2013 projects with MassGIS, Mr. Koziell managed our delivery team and also converted 14 communities to the MassGIS Standard. For MassGIS, Mr. Koziell will act as Project Manager and will direct the day-to-day activities of parcel GIS enhancement projects. Five projects in which Mr. Koziell has managed parcel GIS implementation to the MassGIS Digital Parcel Standard, version 2.x include:
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Town of Dracut, Mass. City of Lowell, Mass. City of Marlborough, Mass. City of Haverhill, Mass. City of Methuen, Mass.
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Cindi L. Tucker, GISP, GIS Enhancement Task Manager. Ms. Tucker has over 17 years of municipal GIS implementation experience and specializes in the development and implementation of parcel GIS data sets that meet MassGIS Standards. Over the years, she has managed the implementation of parcel GIS programs in approximately 25 cities in Massachusetts and Rhode Island. For all of these projects, she has created parcel data, integrated parcel GIS data with municipal CAMA systems, including Vision and Patriot. Ms. Tucker is a certified project manager that is currently helping several Massachusetts communities implement and maintain parcel data sets. She currently maintains the parcel GIS programs for several Massachusetts communities and is very familiar with the MassGIS Digital Parcel Standards. Some of her submittals earned glowing reviews from the MassGIS QA Administrator. For our 2011-2013 MassGIS projects, Ms. Tucker managed the delivery of 15 towns to the MassGIS Parcel Standard.
Education B.S. - Geography, Bridgewater State College, 1996 Total Years’ Experience: 17 Total Years with CDM Smith: 17 Number of Parcel GIS Development Projects (Approx.): 25
For MassGIS, Ms. Tucker will act as Task Manager and manage the data conversion activities of assigned parcel GIS enhancement projects. Five projects in which Ms. Tucker has managed parcel GIS implementation to the MassGIS Digital Parcel Standard, version 2.x include:
City of Malden, Mass. Town of Mansfield, Mass. City of Melrose, Mass. Town of North Attleborough, Mass. City of Revere, Mass.
Thomas J. Killelea, GISP, GIS Enhancement Task Manager. Mr. Killelea has 12 years of GIS Project Management experience working with the design and implementation of municipal GIS systems. He has helped over 20 municipalities develop and implement parcel-based GIS environments and has integrated all of these environments with CAMA systems, such as Vision and Patriot. He has also worked with many communities to implement parcel geodatabases that meet MassGIS Standards and has extensive experience with migrating legacy GIS databases to updated GIS data formats. For our recent MassGIS project, Mr.
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Education M.S. - Geo-Information Sciences (GIS), Salem State College, Salem, Massachusetts, 2004 B.A. - Geography, University of New Hampshire, Durham, New Hampshire, 1997 Total Years’ Experience: 12 Total Years with CDM Smith: 12 Number of Parcel GIS Development Projects (Approx.): 20
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Killelea managed the conversion of 17 towns to the MassGIS standard. For MassGIS, Mr. Killelea will act as Task Manager and will direct the GIS design and implementation activities of parcel GIS enhancement projects. Five projects in which Mr. Killelea has managed parcel GIS implementation to the MassGIS Digital Parcel Standard, version 2.x include:
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City of Billerica, Mass. City of Fall River, Mass. City of Medford, Mass. Town of Holden, Mass. Town of Swampscott, Mass.
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Resumes Jayson D. Brennen, GISP Project Director Mr. Brennen, one of CDM Smith’s most senior GIS program managers, has been part of CDM Smith’s GIS/Information Management Solutions group since 1993. He has over 25 years of experience in the design and implementation of geographic information systems and technology solutions for governmental agencies, utilities, airports, and private organizations. Prior to CDM Smith, he was the GIS Manager for the City of Concord, New Hampshire (1988-1993), where he helped develop one of the first enterprise-wide municipal GIS systems in the north east. This system won the national URISA Exemplary Systems in Government Award for most exemplary GIS in a municipality under a population of 100,000. Over the years, Mr. Brennen has helped close to 100 municipalities, utilities, and other agencies implement geographic-based technology solutions. These range from enterprise-wide GIS environments to technology solutions that support large utility program management to custom GIS-based environments. Municipal GIS Implementation Program Manager. Mr. Brennen has served as GIS program manager for over 50 GIS implementation projects. These projects all involved system planning, parcel/utility data development, system implementation and integration, training, and management consulting and resulted in large-scale enterprise-wide GIS solutions. Many of these projects involved developing parcel datasets that met MassGIS Standards. They include:
City of Beverly, Mass. City of Haverhill, Mass. City of Lowell, Mass. City of Marlborough, Mass. City of Newburyport, Mass. City of Revere, Mass. Town of Walpole, Mass. City of Westfield, Mass. Town of Winchester, Mass. City of Bridgeport, Conn. City of Nashua, N.H. City of Manchester, N.H.
GIS Integration and Applications Implementation Project Manager. Mr. Brennen has helped dozens of communities implement integrated GIS environments. He has over 20 years of experience in integrating parcel-based GIS environments with municipal CAMA systems, including Vision and Patriot. In fact, GOVE.MASSGIS.33168.0314
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through his efforts, both of these software products directly integrate with Esri-based GIS environments. In addition, he has helped over 50 communities implement customized web and mobile GIS environments using technologies such as ArcGIS Server, Flex, Silverlight, ArcObjects, Esri’s iOS API, and other languages.
Bryson J. Koziell, GISP Project Manager/GIS Enhancement Task Manager Mr. Koziell has 14 years’ experience in the design and implementation of municipal GIS programs. Over the years, he has helped dozens of New England communities implement GIS programs and has managed the implementation of parcel GIS data sets for over 20 cities and towns. Many of the parcel GIS data sets that Mr. Koziell develop meet MassGIS standards. He has expertise with a wide range of GIS-related software packages including ArcMap 10, ArcSDE, ArcGIS Server, Autodesk Map 3D, and SQL Server. He has extensive experience with integrating parcel-based GIS systems with municipal CAMA products including Patriot and Vision. He was instrumental in working with Vision and Patriot to develop custom integrations and database “views” that are now standard parts of these applications. Mr. Koziell is one of CDM Smith’s senior GIS specialists and is a certified project manager. He specializes in complex data conversion and development projects and leverages his expertise in ArcSDE, Python, and Model Builder to develop custom data conversion and quality review protocols to ensure quality deliveries. For our previous projects with MassGIS, Mr. Koziell was responsible for the conversion of 14 communities to the MassGIS Parcel Standard, as well as managed all CDM Smith deliverables to MassGIS Key experience, as it relates to MassGIS’ project includes: GIS Project/Task Manager for Municipal Parcel Conversion Projects. Mr. Koziell managed the implementation of numerous municipal parcel GIS environments totaling over 200,000 parcels. Through these efforts, he helped develop geodatabase designs, develop GIS data, complete quality review of information, create tax maps, and integrate GIS data with municipal CAMA systems. Recent projects that Mr. Koziell managed include:
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Town of Dracut, Mass. Town of Holbrook, Mass. Town of Holden, Mass. Town of Swampscott, Mass. City of Bristol, Conn. GOVE.MASSGIS.33168.0314
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Town of Enfield, Conn. Town of Windsor Locks, Conn. Town of Goffstown, N.H. Town of Londonderry, N.H. Town of Merrimack, N.H.
GIS Database Manager and Applications Developer. Mr. Koziell also specializes in the implementation of complex ArcSDE environments that support the direct integration of GIS with key city software systems. Many of these environments directly integrate with Vision and Patriot CAMA systems. Mr. Koziell has also managed the implementation of complex web and field GIS applications for CDM Smith clients. These include ArcGIS Server, ArcEngine, Flex, CMMS, CCTV, and mobile applications.
Cindi L. Tucker, GISP GIS Enhancement Task Manager Ms. Tucker has over 17 years’ experience developing GIS municipal applications. She has extensive experience with the design and implementation of cadastral, land-base, and water/wastewater GIS projects. In addition, Ms. Tucker is the lead cadastral mapping specialist for the Cambridge GIS Group and worked to develop the GIS Group’s standard parcel geodatabase design. She has extensive knowledge of the MassGIS Digital Parcel Standard and she is proficient with ArcGIS, AutoCAD, and Microsoft Access software products. For MassGIS, Mr. Tucker was a Project Manager who was responsible for the delivery of 15 communities to the MassGIS Parcel Standard. She worked closely with MassGIS and CDM Smith staff to ensure quality deliverables. Key experience, as it relates to MassGIS’ project includes: GIS Specialist, Cadastral Mapping Projects, New England. Ms. Tucker has worked on cadastral or “parcel” mapping projects for over 20 municipalities in New England. She has completed many ArcGIS parcel conversions, and updates existing parcel mapping for several Massachusetts communities. Ms. Tucker recently completed parcel conversions for:
City of Beverly, Mass. Town of Dracut, Mass. City of Lowell, Mass. City of Malden, Mass. Town of Mansfield, Mass. City of Marlborough, Mass. City of Revere, Mass. Town of Winchester, Mass. City of Bridgeport, Conn. City of Manchester, N.H. GOVE.MASSGIS.33168.0314
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GIS Specialist, Parcel Migration, City of Malden, Massachusetts. Ms. Tucker recently completed parcel mapping for the City of Malden, Massachusetts. This parcel project involved a thorough QA/QC of the existing digital parcel program to identify, classify, prioritize and resolve existing versioning conflicts. She worked directly with city officials to ensure the best quality for the project. This project is in the final stages of reconciliation to the assessing database. Task Manager, Parcel GIS, City of Revere, Massachusetts. For this project, Ms. Tucker worked directly with the City of Revere Assessing department to reconcile and update the city’s parcel GIS. This task involved extensive updates to the more than 14,000 parcels in the city using the city’s two assessing databases. In some cases, deed research was needed to resolve conflicts.
Thomas J. Killelea, GISP GIS Enhancement Task Manager Mr. Killelea is a CDM Smith-certified GIS project manager and has 12 years of geographic information system (GIS) experience working with design and implementation of municipal GIS systems. He has worked with most facets of municipal GIS including parcels, water, wastewater, stormwater, and land base conversion. He has expertise in all major software programs including ArcGIS 10, ArcInfo 10, ArcGIS Server, and AutoCAD Map. Mr. Killelea specializes in municipal GIS implementation programs and has helped over 20 communities implement town or city-wide GIS programs. For all of these communities, Mr. Killelea helped develop and implement parcel GIS datasets and integrated these data sets with municipal CAMA software, such as Vision and Patriot. Many of the parcel projects that Mr. Killelea was involved with required delivery according to MassGIS Standards. For MassGIS, Mr. Killelea managed the conversion of 17 communities to the MassGIS Parcel Standard. These included the larger communities of Medford and Brockton. In addition, Mr. Killelea acted as a QA coordinator for our project with MassGIS, ensuring that quality projects were being delivered. Related project experience includes: GIS Task/Project Manager for Parcel Conversion Projects. Mr. Killelea has helped over 20 communities implement communitywide parcel GIS data sets. For these projects he helped develop data, integrate it with a proper geodatabase design, develop tax maps, and integrate it with municipal CAMA systems. Mr. Killelea has completed these projects as a project manager and task manager. Communities for which Mr. Killelea has developed parcel datasets for include: 1-10
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Municipal GIS Implementation Specialist. Mr. Killelea has helped over a dozen communities implement enterprise GIS programs. For these efforts, he assisted in developing GIS implementation plans, development of town-wide GIS data sets, integration of GIS with key information management systems, installation of GIS hardware and software, and training GIS users. The communities included:
Town of Dracut, Mass. Town of Holbrook, Mass. Town of Holden, Mass. Town of Swampscott, Mass. City of Bristol, Conn. Town of Enfield, Conn. Town of Rocky Hill, Conn. Town of Windsor Locks, Conn. Town of Londonderry, N.H. Town of Merrimack, N.H. Town of Westerly, R.I.
In addition, Mr. Killelea has managed the implementation of numerous GIS-based municipal applications that take advantage of the parcel and utility GIS data sets that we develop. These include ArcGIS Server and field-based ArcEngine applications.
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Section 2 Project Work Flow Having been a participant in each level of parcel standardization projects for MassGIS, CDM Smith has a complete understanding of how to efficiently develop digital parcel datasets that meet or exceed the state’s Level 3 Standardized Parcel Mapping submission requirements. Our extensive knowledge of the state’s requirements, along with our unmatched expertise in digital parcel GIS conversions, has allowed us to develop a proven workflow that will help us with this parcel enhancement project. Between 2011-2013, CDM Smith was hired by MassGIS to convert 44 communities to MassGIS Level 3 standards. To support this effort, we developed a streamlined workflow that supports migration of existing data into geodatabases that meet MassGIS Level 3 Standards, as well as a process to develop new data in accordance with the standard. This workflow was enhanced and modified over time, to increase efficiencies. Our workflow defines the process for how: Data is acquired from each community
CDM Smith will collect existing parcel updates, parcel enhancement data and assessing information and prepare it for migration to the MassGIS Parcel Standard.
Attribute data is migrated and populated Parcel line work is reviewed and checked Parcel data is matched with assessing records Parcel data is quality reviewed and delivered
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These procedures, used in conjunction with the quality assurance tools developed by MassGIS, have allowed CDM Smith to deliver data that meets or exceeds the Level 3 Standards. For this project, we envision a similar project approach that will vary slightly based on project enhancement requested. In all cases, we will work closely with both MassGIS and the applicable community to ensure that the data developed meets rigorous quality standards. While the exact procedures for migrating or updating data in the MassGIS Level 3 Standard may vary from one community to the next, depending on the state of parcel updates or enhancement data and specific enhancements required, CDM Smith has documented the most commonly used procedures. Our workflows for enhancements 1 through 7 include: Reviewing the current status of the applicable GIS environment. Obtaining the latest parcel mapping for each assigned
community from the MassGIS website Obtaining source materials, databases, and files from each
assigned community where needed Developing a data conversion approach that meets the needs of
each individual community. Executing the data conversion approach passed on the required
enhancement. Delivering a Level 3 digital parcel standard geodatabase with
requested enhancement(s) As requested, our proposed workflow for the migration and creation of data for each enhancement that will be updated into the MassGIS Level 3 Standard is described below.
: Adding additional map features and text labels from existing printed assessor maps or from GIS, CAD or other format sources for the existing assessor maps. Workflow includes: Acquiring all necessary digital and hard copy additional map
features and text label data including GIS based files, CAD drawings, and tax maps. During the data gathering process, CDM Smith will work closely with the municipality to identify the best source materials for this enhancement. This communication is essential to the success of the project, as it helps CDM Smith quickly resolve questions that may arise during the conversion process over vintage, quality, or gaps in the source materials.
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For communities with existing GIS
data, running a series of processes to migrate existing additional map features and text labels to the MassGIS Digital Parcel Geodatabase Standard. Included with this step are the GIS processes used to automatically place text labels where possible. Text will be reviewed for placement and conflict detection, missing labels, and overpost errors and manually adjusted in areas where crowding is an issue. For communities with no existing
GIS data, developing new data to Enhancement #1 consists of adding additional map features and meet the MassGIS Standard, using text labels to the GIS database community-specific source materials (historical tax maps, CAD drawing, etc.). This may involve data digitization or transcription of additional map features and text labels and will result in a community-wide parcel GIS environment that was specifically developed to meet the standard and the needs of the community. Complete internal QC process to ensure quality data is
being delivered. This process includes a CDM Smith developed process, which includes a combination of automated and manual checks to ensure quality data. Delivering a file geodatabase to meet the current MassGIS
Digital Parcel Standard. As required, this delivery will include annotation feature classes for each annotation type. Updating the standardized assessor parcel mapping data to include changes since the original standardized mapping was created for MassGIS. Workflow includes: Acquiring the standardized version of parcel mapping
available on the MassGIS website. Unless an alternate version is approved by MassGIS, CDM Smith will download the parcel mapping version for each assigned community from the MassGIS website. This will minimize the potential loss of data that may have been corrected by MassGIS after data was delivered under previous contracts. Acquiring all necessary digital and hard copy parcel data
updates from each assigned municipality including GIS based files, CAD drawings, and sub-division documents. During the data gathering process, CDM Smith will work closely with the municipality to help determine where gaps may exist between the existing parcel data and updates. This GOVE.MASSGIS.33168.0314
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communication allows CDM Smith to quickly resolve questions or issues that may arise during the conversion process. Working with the municipality to establish the scripts and
CDM Smith will update parcel GIS data to incorporate changes since the latest submittal.
procedures needed to bulk-load the LOC_IDs to their CAMA database and extract the required assessing information needed to comply with the Level 3 Standards. During this phase, CDM Smith will work with the municipality and their assessing software vendors (except for PK-Systems and CSC) to request their CAMA provider bulk-load their LOC_IDs. Once this bulk-load is completed, CDM Smith will acquire a MassGIS standard download of the municipality’s assessing database. CDM Smith will work with the municipality as well as the assessing software vendors (Vision, Patriot, etc.) to help each municipality install the current MassGIS standard data extraction script if it is not already installed. Once installed, CDM Smith will help each community extract MassGIS standardized assessing information to MS Access format. We will also provide the community with documentation on how assessing information should be extracted and delivered to MassGIS in the future. Developing parcel updates data to meet the MassGIS
Standard, using community-specific source materials (historical tax maps, CAD drawing, etc.). This may involve data digitization or transcription and will result in an updated community-wide parcel GIS environment that was specifically developed to meet the standard. Included in this step are the population of required attributes within the parcel layer and the alignment of the parcel data with the orthophotography provided by MassGIS Creating polygon topology rules to help identify errors in
the digital parcel mapping. This step will ensure common errors such as polygon overlap or gaps do not exist in the parcel data. Occurring simultaneously with this step is the spot checking of updated parcel line work to ensure lot lines align with MassGIS orthophotography, lot lines do not run through buildings, and right of way lines align with roads shown on aerial photography. Migrating assessing data into the MassGIS Level 3 Standard.
CDM Smith has found through previous work with the Level 3 Standards that the different municipal assessing systems require different levels of effort to migrate into the Level 3 Standard. This level of effort could include changing field data types, searching for and fixing common assessor data entry errors, and breaking apart data stored in a single field into several fields. CDM Smith is intimately familiar with the most commonly used assessing software packages within the State of Massachusetts and the best practices that should be followed when entering 2-4
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data into these systems. CDM Smith will document and provide recommendations to the municipality to help improve the data entry practices. Most commonly, these recommendations will include best practices for entering address information into the assessing software. Establishing a link between parcel polygons and assessing
database. CDM Smith will create a link between the electronic parcels and the municipalities assessing database. Records residing in the parcels not linking to an assessing record and assessing records not linking to a parcel will be identified and isolated into a separate table. With the help of the municipality, these records will be resolved using a manual process. CDM Smith will work to achieve and exceed the link percentage dictated in the Level 3 Standard. Creating centroids for each modified parcel. Once linking
requirements have been met CDM Smith will create centroids for all parcels and populate these with an X, Y coordinate. These values will then be incorporated into the parcel polygons and the assessing database and will be used as the “join field” for the parcels to the assessing database. Documenting the updated LOC_IDs for each modified
parcel. Once the LOC_IDs are finalized, CDM Smith will provide each municipality with the updated LOC_IDs and corresponding account number to be incorporated directly into the municipality assessing database. Updating metadata. CDM Smith will work with the
municipality to supplement and update the required metadata for the MassGIS Level 3 Standard. Executing MassGIS QA tools. CDM Smith will run the MassGIS
level 3 QA/QC tools provided by MassGIS. CDM Smith will rectify all errors from the error report to the best of our ability. The most common error encountered with the QA tools include GIS lot size differing from assessing lot size. These situations will be handled on a case by case basis and, where applicable, CDM Smith will work with the municipality to resolve. Complete internal QC process to ensure quality data is
being delivered. This process goes above-and-beyond the MassGIS QA tools and includes a CDM Smith developed process, which includes a combination of automated and manual checks to ensure quality data. Delivering a file geodatabase to meet the current MassGIS
Digital Parcel Standard. As required, this delivery will include all the enhancements and updates described above and meet the MassGIS Digital Parcel Standard.
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Modify or replace an existing automated capability or create an automated capability for producing printed tax maps. Workflow includes: Acquiring all necessary digital data needed to produce
printed or PDF format maps. CDM Smith will gather all the data necessary to create an appropriate automated mapping capability that will meet the needs of each assigned municipality. For communities with existing automated capability,
modifying or replacing that capability to ArcGIS data driven pages. CDM Smith will work with the municipality to modify or improve an existing automated mapping capability, such as a Map Book or CAD-based printing function, to ArcGIS data driven pages. This may include producing a map index to use as a cover sheet for the updated tax map prints. For communities with no existing
As part of Enhancement #3, CDM Smith will develop the capability for communities to develop GIS-generated tax maps.
automated capability, creating new tax maps using ArcGIS data driven pages. CDM Smith will work with the municipality create a new ArcGIS data driven pages capability that will provide for the needs of the municipality. This may include producing a map index to use as a cover sheet for the updated tax map prints. Generating PDFs using the data driven
pages capability for review. This step includes printing all of the pages in the map index to perform a visual quality check. Delivering a file geodatabase to meet the current MassGIS
Digital Parcel Standard and project data. As required, this delivery will contain the fGDB and the ArcGIS project (.MXD) file set-up to produce the maps in that folder so that MassGIS can reproduce individual map sheets. Shifting existing dimension annotation (whether feature linked or not) to align with parcel boundaries. Workflow includes: Using tools and scripts available for adjusting locations of
lot line dimensions to align with parcel boundaries in the standardized mapping. This enhancement will align existing GIS dimension annotation with the parcel boundaries in the MassGIS standardized mapping. If the annotation is not feature linked, CDM Smith will use the MassGIS tools for moving 2-6
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annotation. Annotation will be visually reviewed for placement and conflict detection and overpost errors. Delivering a geodatabase to meet the current MassGIS
Digital Parcel Standard. As required, this delivery will include annotation feature classes for each annotation type. Shifting “derived” GIS data layers to align with L3 parcel boundaries. Workflow includes: Collecting the GIS data layers and additional
documentation to align “derived” GIS data layers. CDM Smith will acquire existing data layers and any readily available supporting information (such as setbacks for zoning layers) that will assist in the placement of ”derived” GIS features during the alignment process. Creating polygon topology rules to help
identify errors in the “derived” GIS mapping. This step will ensure common errors such as polygon overlap or gaps do not exist in the “derived” GIS data and that they align with the parcel boundaries in the standardized mapping. Using tools available in ArcGIS to maintain
offsets and line directions or distances while adjusting the GIS data with parcel boundaries in the standardized mapping. CDM will use the available information and tools within ArcGIS to retain the integrity of the “derived” GIS boundaries being adjusted. Complete internal QC process to ensure
As part of Enhancement #5, CDM Smith will align derived GIS layers (such as zoning and wards) to align properly with parcel GIS data.
quality data is being delivered. This process includes a CDM Smith developed process, which includes a combination of automated and manual checks to ensure quality data. Delivering a file geodatabase to meet the current MassGIS
Digital Parcel Standard. As required, this delivery will include all the aligned enhancement data described above and meet the MassGIS Digital Parcel Standard.
Creating an ArcGIS line feature class for parcel polygons. Workflow includes: Using tools available in ArcGIS to create a parcel line
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class for assigned municipalities where a line feature class was present in the existing parcel GIS when the standardized mapping was completed. Topology rules are used to ensure all polygon boundaries have a corresponding and identical line feature. Delivering a file geodatabase to meet the current MassGIS
Digital Parcel Standard. As required, this delivery will include a line feature class described above and meet the MassGIS Digital Parcel Standard. Adding back attributes of parcels that were not retained as part of creating the standardized mapping. Workflow includes: Creating data fields to add back parcel attributes that were
not retained in the standardized mapping. For this enhancement, CDM Smith will work closely with the municipality to add back attributes that were not retained as part of the standardized mapping. This communication will identify potential pitfalls or processes needed to properly relink these data fields to the correct tax parcel record. Delivering a file geodatabase to meet
As part of Enhancement 6 and 7, CDM Smith will develop parcel linework and add back attributes not retained as part of the initial MassGIS conversion process.
the current MassGIS Digital Parcel Standard. As required, this delivery will include the additional TaxPar feature class attributes described above and meet the MassGIS Digital Parcel Standard. Providing up to four hours of in-person training
Workflow includes: Providing up to four hours of in-person training to each
assigned municipality. This enhancement will provide personalized training in using ArcGIS tools for maintaining assessor maps in compliance with the Level 3 digital parcel standard. The person being trained will learn how to edit the parcel geodatabase appropriately, update the LOC_ID, run the MassGIS QA tool and resolve the different mismatch types between assessing records and parcel mapping using their own data. Training will take place on site for one municipal employee whose primary role it is to maintain the parcel mapping. This training will include documentation of common practices and procedures used to maintain the Level 3 digital parcel standard to assist the municipality with keeping its data current. 2-8
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Project Work Flow | Section 2
Once all of our steps are complete, CDM Smith will deliver an initial version of the Level 3 digital parcel standard geodatabase with the enhancement(s) for each community. Each delivery will meet or exceed all expected standards unless MassGIS is notified before the delivery of the data. We have successfully executed this process on 44 communities and refine the process, as-needed, to meet the specific requirement of each community.
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Section 3 CDM Smith is a privately held, employee-owned corporation specializing in consulting, engineering, and information management with the capacity to deliver comprehensive services to public and private clients worldwide. Founded in 1947 by Dr. Thomas R. Camp, CDM Smith has grown steadily in size to its current position as a leading professional consulting firm managing some of the world’s largest programs. In our 63 years of operation, CDM Smith has expanded our size and capabilities, and today employs more than 5,000 professionals working from over 120 offices around the world. Our offices are linked by a state-of-the-art communications network, which enables CDM Smith to provide our clients with personalized services on a local basis while easily drawing upon the skills and expertise of our global staff. This project will be managed from our Cambridge headquarters, with additional support from our other New England offices. This project will be managed from our Cambridge headquarters, and will be supported by staff in our other New England offices.
Since 1986, CDM Smith has been providing comprehensive GIS and IT services to our diverse client base. During that time, our GIS group has grown from a staff of five to a staff of over 100 GIS, IT, applications development, and management consulting professionals.
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Section 3 | Project Staffing
At CDM Smith, we specialize in implementing comprehensive GIS environments for municipalities and utilities and have implemented some finest GIS implementations in New England. A summary of experience as it relates to MassGIS’s as follows: From 2011 - 2013, CDM Smith has successfully converted 44
communities to the latest MassGIS Parcel Standard. We know the standard very well and have developed a streamlined process for converting data to the standard. This process is easily replicated from community to community CDM Smith has over 25 Years of municipal GIS experience, helping over 100 agencies implement GIS programs nationally. CDM Smith specializes in parcel GIS development, maintenance,
and CAMA integration. Over the years, we have automated more than 1 million parcels and assisted over 50 New England communities with implementation of integrated parcel GIS solutions. CDM Smith, and assigned CDM Smith project managers, has
direct expertise in developing parcel GIS datasets that meet MassGIS standards. We have helped numerous communities in Massachusetts achieve these standards and are extremely familiar with what it takes to make parcel datasets compliant with MassGIS standards. CDM Smith has extensive depth and capacity. With a staff of
over 100 GIS and application development professionals, supported by more than 4,000 engineers, CAD specialists, and planners, we have the capacity to handle projects of any size or complexity. CDM Smith’s GIS group consists of staff that is schooled in GIS
design and implementation. We employ GIS data entry technicians, GIS and data management specialists, application developers, management consultants, and certified trainers. All of these staff will be available for MassGIS’s project. CDM Smith is one of Esri’s oldest and most trusted business
With a staff of over 100 GIS and applications development professionals, CDM Smith can dedicate significant resources to MassGIS’s project.
partners. In fact, we were recently recognized as one of Esri’s first 20-year business partners. CDM Smith has been “Foundation Partner of the Year” three times in the past 10 years, is a “Gold Level” partner, is part of Esri’s Business Partner Advantage Program, and is one of the few firms with an international Esri software site license. CDM Smith has an unwavering dedication to quality. All project
deliverables must adhere to CDM Smith’s rigorous internal quality management plan (QMP) standards. This dedication to quality ensures that project deliverables meet and exceed expectations.
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GOVE.MASSGIS.33168.0314
Project Staffing | Section 3
Project Staffing For MassGIS’s project, CDM Smith has assembled a team that specializes in parcel GIS development projects and specifically in projects that must meet MassGIS Standards. As outlined in Section 1, CDM Smith has assigned a project manager and two task managers to support MassGIS in this effort. The Project Manager will direct CDM Smith staff in all aspects of data development, conversion, and integration. Below, we provide a brief summary of our project staffing plans for each task: With a staff of more than 100 GIS and application development professionals, CDM Smith has the capacity and expertise to complete all assigned projects. We have also identified a subcontractor which will be available, if necessary, to support parcel GIS data development efforts.
Project Managers—As detailed in Section 1, CDM Smith has assigned a project manager to this project. The project manager will be responsible for all aspects of project development and will work closely with MassGIS to ensure quality and timely deliverables.
Task Managers—As detailed in Section 1, CDM Smith has assigned two task managers to this project. Task managers will be responsible for the data conversion, design and implementation for the project and will work closely with the project manager to ensure quality and timely deliverables.
CDM Smith staff uses a number of tools to support enhanced project execution, including cloud-based online client quality control systems and data delivery portals.
GIS Specialists—CDM Smith will make available up to four GIS technicians that will be responsible for supporting the development/standardization of parcel data. All have worked on numerous similar projects, including the 2011-2013 MassGIS projects for which CDM Smith converted 44 communities to the MassGIS Standard.
GIS Developers—CDM Smith will make a GIS developer available for this project. A GIS developer will be responsible for developing applications and scripts that will support parcel automation, CAMA integration, and quality review. This developer will be available as needed to help support the development of automation process that support data translation, conversion, quality review and delivery. Applications GOVE.MASSGIS.33168.0314
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Section 3 | Project Staffing
are typically developed within the Esri environment using Python, Model Builder, or Esri’s Job Tracking tools.
Subconsultant—CDM Smith has identified one subcontractor for this project. We propose to use, as needed, Clarendon Hill Consulting, LLC of Somerville, Mass. to support GIS data conversion work and help CDM Smith meet WBE/MBE project goals. If used, Ms. Isabel Kaubisch, owner of Clarendon Hill Consulting, LLC will work closely with CDM Smith employees to ensure consistent, quality deliverables. CDM Smith has worked with Ms. Kaubisch of Clarendon Hill Consulting on several municipal GIS implementation projects. Ms. Kaubisch is also familiar with the MassGIS digital parcel standard having worked with us on the Task 2 MassGIS parcel contract in 2012.
Table 3-1 summarizes key, non-project management, staff that will have a significant role in this project: Key Non-Project Management Staff CDM Smith Staff
3-4
Years of Experience
Stephen Keen, GISP Technical Advisor
20
James Klugh, Esri-Certified Enterprise Geodatabase Management Associate
8
Jamie Hughes, GIS Specialist
5
General Qualifications and Project Role
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Project Staffing | Section 3
Our project team will be supported by a team of technical experts and will be able to draw from a pool of extensive additional resources, as needed, to manage workload and meet project schedule. We are flexible and can add as many staff that are needed to complete this important project. With over 100 GIS and Spatial Applications development staff, CDM Smith has extensive additional resources that we can commit to this project. Based on our success on the last MassGIS project, we have developed a well-defined process for how multiple communities can be automated and converted so that data conforms to MassGIS Standards. Our process includes the use of “teams” that support each project manager with the conversion of data to MassGIS format and a quality review and data delivery team that ensures project quality. We have the ability to draw on extensive in-house resources for this project. Table 3-2 outlines key staff categories available to this project. Key Non-Project Management Staff Staff Category
Staff Available
Project Manager
8
GIS Technician
15
GIS Specialist
20
GIS Developer
8
Clarendon Hill Consulting (Subconsultant) Somerville, MA WBE
1
Skill and Responsibilities
Clients
Table 3-2 Proposed staff categories, staff available, skills, and local clients for which these team members worked on related parcel projects. GOVE.MASSGIS.33168.0314
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Section 3 | Project Staffing
All aspects of MassGIS’s project can be completed by CDM Smith using in-house resources. However, we are proposing to use Clarendon Hill Consulting LLC (Clarendon Hill), a certified woman owned business in Massachusetts located in Somerville, Mass., to support compliance with State of Massachusetts MBE/WBE requirements. We have successfully worked with Clarendon Hill on past GIS projects over the past few years. The firm, which was established by Isabel Kaubisch in 2010, strives to provide responsive, high-quality service to their clients. Over the past few years, Clarendon Hill has worked closely with CDM Smith on GIS projects, including the Task 2 MassGIS parcel project completed in 2012.
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Section 4 Provided below are three project descriptions and references in which CDM Smith developed fully-functional parcel GIS environments that are integrated with municipal CAMA systems. References for these projects are provided following the project descriptions.
Lowell, Mass.— City-Wide Parcel GIS Implementation CDM Smith developed a city-wide parcel GIS environment for Lowell. The parcel GIS developed conformed to MassGIS Level II Parcel Standards. Details related to this project were as follows: Project Area—Entire city of Lowell encompassing 15 square miles and over 25,000 parcels. Project Dates—2005 to 2006 Project Description—CDM Smith developed a city-wide parcel GIS for Lowell. This project involved automating over 25,000 parcels depicted on hundreds of tax maps; coding each parcel with associated map-lot numbers; integrating information with the city’s Vision assessing system; performing extensive quality control; finalizing all data to conform to MassGIS Standards; and implementing web (ArcGIS Server) In Lowell, CDM Smith developed a very accurate parcel and field GIS applications to support enhanced data access. GIS that conforms to MassGIS Standards. For this effort, CDM Smith automated parcels on a blockby-block basis on-top of the city’s photogrammetric land base and trained city personnel to maintain the data over time. CDM Smith still provide Lowell with general GIS consulting services to support system enhancement.
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Section 4 | References
Information Technology Division— Parcel Mapping Project CDM Smith converted over 40 communities’ parcel data to the MassGIS Digital Parcel Standard, version 2.x. This process involved the development of seamless parcel datasets that integrated with each community’s CAMA system and met the Level 3 digital parcel standard. Details related to this project are as follows: Project Area—44 Massachusetts communities Project Dates—2011-2013 CDM Smith assisted MassGIS with the conversion of 44 communities’ parcel data to meet or exceed Level 3 of the MassGIS Digital Parcel Standard, version 2.x
Project Description—From 2011-2013, CDM Smith assisted MassGIS with the conversion of 44 communities’ parcel data to the MassGIS Standard. The methodology of these projects varied based on the data available for each community but the process generally involved GIS development, data integration, and quality management. For communities without existing parcel GIS data, CDM Smith automated the parcels using existing tax maps as the primary data source. Communities where parcel GIS data existed generally went through a process of updating that data and modifying the GIS design to meet or exceed the digital parcel standard. Parcel data developed from tax maps was accurately transcribed to the MassGIS orthophotography base using dimensions, town ROW, and physical features to guide placement. For all communities, CDM then created parcel polygon topology and performed quality checks on the parcel data features, including a review and alignment of the parcel data to the town line boundary provided by MassGIS. CDM Smith then worked closely with the CAMA vendors or community assessors’ office to install and extract CAMA data using the standard MassGIS extract provided.
Malden, MA – Town-Wide Parcel GIS Implementation CDM Smith is currently in the process of developing an enterprise GIS environment for the City of Malden. This project involves several tasks including implementation of a city-wide parcel GIS environment. In Malden, CDM Smith developed a townwide parcel GIS, which is accurate, complete and integrated with the town’s Patriot CAMA system.
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Project Area—Entire City of Malden encompassing 6 square miles and over 13,000 parcels. Project Dates—2010 Project Description—CDM Smith is currently helping the City of Malden implement an enterprise GIS environment that consists of aerial mapping, extensive layer development (parcels, utilities, etc.), software implementation, systems integration, and applications development. CDM Smith recently completed the GOVE.MASSGIS.33168.0314
References | Section 4
parcel development task. This task involved integrating the city’s existing tax maps and CAD-based data into a seamless, city-wide parcel geodatabase. CDM Smith accurately transcribed parcel information from various formats to the city’s photogrammetric land base, completed extensive feature attribution, integrated the GIS with the city’s Patriot system, completed a comprehensive quality control process, and developed key applications. Malden’s parcel GIS environment is now the cornerstone of their GIS program as the parcel GIS is integrated with key city systems and accessible via ArcGIS Server Flex applications. CDM Smith is assisting Malden with all phases of worn through this effort.
Project References and Contact Information Project References for the above-mentioned projects are as follows:
Lowell, Massachusetts Joe Donovan, GIS Administrator 375 Merrimack Street Lowell, Massachusetts 01852-5998 Phone| 978-446-7200 x1012 E-mail|
[email protected]
Information Technology Division Neil MacGaffey, Assistant Director MassGIS 1 Ashburton Place Boston, Massachusetts 02108 Phone| 617-619-5641 E-mail|
[email protected]
Malden, Massachusetts Steven L. Fama - Supervisor of GIS 200 Pleasant St., Room 131 Malden, MA 02148 Phone| 781-397-7156 E-mail|
[email protected]
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Additional Projects CDM Smith has completed full-scale parcel GIS development and CAMA integration projects for dozens of clients across New England. Some of communities in which CDM Smith has completed these services include: Attleboro, Mass. Brookline, Mass. Chelsea, Mass. Dracut, Mass. Fall River, Mass. Haverhill, Mass. Holden, Mass. Marblehead, Mass. Marlborough, Mass. Methuen, Mass Newburyport, Mass. North Attleborough, Mass. Orleans, Mass. Revere, Mass. Saugus, Mass. Somerville, Mass. Springfield, Mass. Tewksbury, Mass. Walpole, Mass. Westfield, Mass. Whitman, Mass. Londonderry, N.H. Manchester, N.H. Merrimack, N.H. Nashua, N.H. Bridgeport, Conn. Enfield, Conn. Windsor Locks, Conn. Pawtucket, R.I. Westerly, R.I.
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Section 5 This section, combined with the included spreadsheet, provides our pricing for this project. To develop pricing, CDM Smith researched or contacted the proposed communities, collected extensive data, developed pricing models, and assigned costs for applicable communities. Based on our knowledge of numerous communities in the state, combined with the research we completed, CDM Smith offers the following comments related to pricing the proposed work. We have provided pricing for 12 specific communities where we
have an excellent history of performing directly related GIS parcel services. CDM Smith is familiar with their parcel information, or we have successful working relationships with key town staff. We know these communities and their data very well. CDM Smith has developed costs based on a streamlined process
we developed during our previous project with MassGIS.
5.1 – SOW Pricing As requested, CDM Smith has included with this submission a spreadsheet entitled “CDM Smith_RFQ_ITD_GIS_FY2014_01.xlsx”. This spreadsheet details the SOW pricing for proposed communities.
5.2 – Capacity Pricing CDM Smith is a firm with tremendous capacity. With a GIS and spatial application development group that exceeds 100 staff members, we are able to quickly and efficiently execute projects of all sizes and capacities. As requested, our capacity pricing for the period between April 1, 2014 and June 30, 2014 is $200,000.
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