Corona City Council
April 5, 2023

Advanced Metering Infrastructure Program Management for City of Corona Scope of Work
MeterSYS, LLC
February 2023
Program Management Responsibilities: Under this engagement, MeterSYS, LLC (Consultant) will serve as Program Manager for all facets of the City of Corona (City) Advanced Metering Infrastructure (AMI) implementation, including financial oversight, project progression management, network installation and performance, multi-systems interfacing, field installation and data management, internal/external communications, and organizational change management. Consultant has assigned responsibility for each of these critical categories to the consulting team members who will provide both experience and expertise through all phases and tasks of the program of work.

Consultant Baseline Responsibilities
 Lead communication planning and execution for internal and external audiences  Develop a work plan on what should occur during each phase of the project outlining actions to support a successful AMI implementation
 Establish and maintain a comprehensive Quality Program  Develop of a Covid Contingency Plan aligned with City requirements  Establish Program Goals for the City and alignment of Key Performance Indicators to ensure that the Program is completed on schedule, on budget, and within scope.  Provide issue resolution among Project Stakeholders as detailed in the project charter  Provide a project lead to serve as the point of contact for all project activities and tasks associated with the contracted services
 Manage project meetings, including scheduling, stakeholder engagement, weekly progression calls, subteam assignments and on-demand work sessions  Provide weekly progression updates
 Analyze and process change requests from stakeholders and Installer  Negotiate changes to the contract
 Review and approve monthly progress invoices from the Prime Contractor  Continuously collaborate with and inform key project stakeholders The Scope of Work outlines the general responsibilities of each step for implementation, but considering the dynamic nature of the project, is not intended to be all-inclusive. Consultant professional services will incorporate emerging responsibilities in the implementation of AMI as part of its responsibility as a partner to the Utility for providing a seamless conversion of City metering and billing systems through fixed-base reading technology.

Section 1. Scope of Work for AMI Implementation
Specifically, Consultant will represent the interests of the City in the installation of AMI meters and transmitters, a city-wide AMI network, and the interface of the Headend System (HES) with the selected Meter Data Management System (MDMS).

City of Corona AMI Program Management Scope of Work- 2023

1.0 Project Setup and Kickoff
This step serves as the official start of the implementation project and the critical foundation for an effective deployment and for future system operation. It involves engaging City Staff, the meter vendor, the installer, and the Consultant’s project team, through collaborative project planning, milestone scheduling, roles and responsibilities defining, and general project “housekeeping.” Upon authorization to proceed, the Consultant’s Program Manager and project team will initiate the work plan that will provide the baseline for development of the draft project plan. The results of the discovery session will involve:

A. Drafting of the project charter and program management workbook (project schedule, project financials tracking/pay application, team contacts) with input by City project team and prime meter vendor; charter will contain all standard elements of documentation including roles and responsibilities, project organizational structure, project plan, SLAs, RACI chart, KPIs, financial summaries with payment processing standards
B. Program management application setup and training - Consultant utilizes Zoho Projects, a web-based application providing project plan progression, document retention, schedule of key activities, internal project team messaging, and customized reporting. As an alternative available to the City, SharePoint may be made available as the primary platform for program management.

C. Project Kickoff Meeting - Following successful completion of the Discovery Session, Consultant will, in cooperation with the project team, plan and facilitate the Project Kickoff Meeting that involves all stakeholders of the City’s AMI Implementation Program.

D. QA/QC and Quality Plan - The Consultant’s Program Manager will have responsibility for the overall Quality Plan in close coordination with the Utility Project Manager and Project Team to facilitate activities and a fundamental commitment to quality of performance and process including, but not limited to:
 Conducting periodic field audits of Vendors’ QA/QC activities  Checking contractor supplied documentation
 Witnessing contractor operations, inspections, and tests  Performing independent inspections and tests using data and onsite validation to verify adherence to the Quality Plan
 Facilitating a full CIS data download for quality reviews and data management clean-up in coordination with City Customer Service, Utility Billing, and the Meter Shop.

E. Program Finance Management - Consultant will provide financial oversight and quality control throughout the entirety of the program of work to protect the Utility’s interest and fiscal responsibility.

Consultant has developed a Project Financials Management Workbook that is compatible with each vendor’s invoicing system. As invoices are received, they are validated against the contract and inventory to ensure compliance with pricing and budgeted line items. Consultant will provide transparency into what comprises the invoices by highlighting pertinent information and extracting relevant data for monthly accounting. These reports include the state of the financials for the entire project budget including system improvements, program management, third-party vendors, and contingencies.

City of Corona AMI Program Management Scope of Work- 2023

In the role of liaison, Consultant will address any discrepancies with the vendor prior to approving payment. Consultant will track and itemize how contingency funding is spent and ensure adherence to project budgets and constraints for unanticipated, but necessary expenditures. As part of project closeout, Consultant will reconcile planned vs. actual spend across Utility allotments and help the Utility budget for planned maintenance and future state expenditures.

F. Consultant will utilize their network site assessment tool (mobile application) for locations referenced by the prime vendor for network infrastructure and require development of SOWs for each network device site including detailed responsibilities, network installation schematics (gateway, cables, electrical, backhaul, attachment specifications), materials summary, and summary of site responsibilities.

G. Consultant will work with City staff and the prime contractor to establish inventory controls (including chain of custody) during Project Initiation. Consultant will hold each Vendor responsible for inventory control and it is expected that Vendors’ efforts will consist of plans and procedures to ensure:
 Equipment lead times and orders are properly managed to prevent program delays, shortages, or overages
 Vendor representatives are onsite to receive and verify all incoming equipment  Reconcile received shipments with Consultant and the Project Team  Properly secure and maintain accountability of all equipment Communications
The overall objective of an AMI Communications Plan is to promote the success of a project by meeting the information needs of all project stakeholders. Consultant will work with the Utility Communications Manager/PIO to establish best practices in metering communications that define the methods of information collection and distribution. Through effective planning and engagement of communication and marketing SMEs the plan will aid in defining the actions and processes necessary to facilitate effective communications for Utility staff and external audiences. Consultant will create and maintain open communications among all stakeholders and vendors throughout the Program timeline.

External Collaboration
For external audiences, Consultant will work with Utility project team members to develop a detailed external communications strategy that includes general project information, customer service key messaging, information sheets, web-site resources, social media posts, a customer toll-free phone line for inquiries, project progression information (install map, route schedule) and media releases.

Internal Collaboration
The primary communications among the project team will be the status meetings, monthly reports, and the project management site, Zoho, however it is essential to collaborate with other internal audiences that are not a part of the project team on the benefits and timing of the project. Additionally, the Consultant will provide various information channels to City staff to inform on the basics of AMI and engage other departments that may benefit from the data deriving from the AMI system with a focus on resource conservation and customer engagement.

City of Corona AMI Program Management Scope of Work- 2023

2.0 Alpha Testing Phase
Considered the most critical point of the project, this step engages the responsibilities and the roles of each team member, creates the foundation for compliance with project contract service levels through field operations, establishes effective integrations, and demands proper equipment lead time management.

A key responsibility during the Alpha Phase will be the coordination of the System Integration planning approach between the City’s internal divisions and the third-party vendors. The deliverable will be an integration testing plan with clear targets for achievement to secure sign-off and move forward with the deployment. As part of the services scope, Consultant will be engaging a systems expert to provide additional expertise on the City’s software integration and to consult on system and process improvements that will fully leverage features and functionality.

Coinciding with System Integration, construction of the network will be coordinated between the prime contractor, the Utility, and third-party site managers for the assessment and build-out of collector infrastructure and associated power and data access. Because the Network Testing Phase generally requires multiple subcontractors early in the process, the management requirements for this coordination are significant and crucial.

Major tasks for this phase include:
 Complete site plan analysis and Scope of Work documentation  Coordinate with the City and the prime contractor for site upfit approvals  Complete Utility required power and data (as required) connectivity for each site  Ensure Radio Frequency (RF) sweeps are performed according to manufacturer’s requirements  Test RF signal strength and review network data for issues with “reach” and to reconfigure alerts/alarms as appropriate
 Provide oversight for activities associated with the Head End System (HES) interface with the City’s Meter Data Management System, Customer Information System and the Customer Engagement Platform
 Review Import/Export file requirements between HES and MDMS  Evaluate sample files (CIS Export, Swap File, Read/Bill File)  Evaluate meter swap interface
 Oversee installation field tool configuration, testing, and acceptance  Coordinate installation checklist finalization and acceptance  Provide network device installation support. The City will be responsible for installation of network devices following standards prescribed by the Installer.  Validate proper data collection, transmission, and processing for both the register/transmitter and field installation

3.0 Beta Testing Phase
Once the systems integrations, field installation tool configurations, and network construction tasks are completed, the Program Manager and team execute a limited Beta Testing period to validate that all contributing components of the AMI system are fully operational. This period of limited installation production is considered the final validation prior to authorizing full-scale meter installation work. Each member of the project team will validate the results of the testing period prior to authorizing the installation contractor to proceed with full AMI deployment.

Consultant will provide the following Program Management services during the Beta Testing Phase:

City of Corona AMI Program Management Scope of Work- 2023

 Manage deployment and integration of the AMI head-end system (HES) and MDMS with CIS.  Lead the functional testing and data validation efforts on behalf of the City. Consultant will lead the functional testing and data validation efforts and work closely with the integration SME and City IT staff to execute the task.
 Lead system health tracking and troubleshooting and will monitor and update the project team on milestones met or issues identified. Having Consultant augment vendor support and installation efforts will ensure the proper monitoring of progress made on the network installation and systems integration.

Consultant Program Manager will be responsible for validating field and systems work and will use the ongoing project status calls and reports to share updates and progress made with the team.  Enforce vendor contract compliance, which will be further enabled through the clear identification of roles and responsibilities as described and agreed to in the Project Charter.  Update Program Work Plan, including Risk Mitigation Plan. The Consultant Program Manager will be responsible for maintaining the Program Work Plan as a living document, updating as necessary to accommodate changes and impacts that affect the project plan and timeline. Consultant will provide a Risk Mitigation Plan that outlines the recommended identification of key risks and best practices to avoiding, resolving, or managing them and will work with the Project Team to further tailor to the City’s deployment as needed.
 Lead the data validation efforts, including parallel reads, in coordination with the installation team and with support as needed from the Utility Billing sub-team. The goal is to make sure the meter replacement and integration work has no negative impact on the City’s reading and billing process.

Adequate testing databases and back-ups help protect the City’s data and create assurances that data is clean, and all files are correct before being pushed to production. Data validation efforts are also a key component for quality control and help accommodate for the inevitable mistake and human error factor.
 Facilitate training as needed/recommended. A key area of focus for Consultant in this stage is to provide role-specific how-to documents that are much more focused and digestible for City staff. Consultant will also facilitate training by handling logistics, creating agendas, and coordinating the vendor trainers and training material on behalf of the City along with creating opportunities for staff to shadow vendors and providing one-on-one training sessions with key staff as needed.  Oversee the Installer’s configuration of the WOMS and its integration into the CIS. Consultant has designed its own installation WOM tool and has extensive experience managing the data capture form, process, data validation, and integration into CIS and GIS and will help shape all elements of this activity to ensure all expectations of the City for install data capture are met.  Create a Utility Billing sub-team to focus on the integration and interface work with proper assignment of roles and responsibilities utilizing a RACI matrix. Having a dedicated group comprised of key City staff involved in the systems, IT, the utility billing integration SME, and Consultant Project Manager that has extensive integration management experience. Conducting the necessary due diligence of data scrubbing and standardization, planning the interfaces to ensure the proper flow and mapping of data between systems, and building the interfaces to best accommodate for future functionality and flexibility are core activities of the integration work. Testing, documentation, and validation will all be managed by Consultant.
 Provide a robust System Acceptance Testing (SAT) measure that goes further to protect the utility’s interests and hold vendors accountable for providing full functionality from the system. In addition, network optimization efforts provide the utility with the assurance that the performance and maintenance of the network is a top priority.
 Perform end-to-end testing with a variety of meter sizes and correlated data. The Consultant database SME will spearhead this quality control and end-to-end testing using industry best practices to uncover inconsistencies, duplicates, and other data disconnects to allow for the targeted resolution of any City of Corona AMI Program Management Scope of Work- 2023

discrepancies between systems. Consultant will also work with City staff and the Utility Billing sub-team to build in ongoing database maintenance responsibilities to ensure these systems and underlying data is maintained post-project.
 The QA/QC meter installation and network performance activities Consultant has developed were designed to reduce the risk and exposure of the City and hold vendors and their employees accountable to the standards laid out in the contracts and Project Charter. This task will be supported by the robust, cloud-based WOM tool that provides documentation of field and network support activities and findings that Consultant developed specifically for this purpose.  Work with the City to develop policies for handling issues that will occur as part of the full deployment, including contingency plans. The project plan and Charter will accommodate for issue and risk management activities and contact list with designated Point of Contact clearly identified. Policy support will also be addressed in the Change Management Plan, will be a key consideration in the Business Process Re-Engineering effort, and will be addressed in the Communications Plan as well for how to respond externally.
 Lead the system health tracking and troubleshooting efforts. These tasks will be clearly documented and fall under the vendor management responsibilities, providing the City with confidence that the AMI system is operating as it should in advance of authorizing the full deployment.

Organizational Change Management
Based on a foundation of public administration, Consultant program team members will work with key functions within the City to identify organizational change management needs at various milestones throughout the project timeline. While the priority is the successful implementation of AMI across the service territory, Consultant experiences with organizational change during testing and full implementation phases have necessitated a best practice of establishing organizational change management components as part of the AMI rollout. Pre-planning will aid in the natural and successful transition of manual metering tasks to an automated environment seamlessly and predictably.

4.0 Full Deployment
Once the system functionality and new business processes have been tested, verified, and accepted, deployment of meters and meter interface units (MIUs) may begin on a large scale. Full system functionality will be available to the City for reading and billing purposes based on a route by route installation process and Consultant will work with City staff to ensure they are taking full advantage of the system and automation of reads throughout the “Hybrid State”. Full Deployment will be managed like a formal construction project with oversight on project communications, production, financial tracking, QA/QC, inventory controls, installation SOPs and system training. The Consultant Program Management team will be responsible for providing direct daily interaction with the Prime Vendor and installation team with the intent to minimize interruption to daily operations.

City of Corona AMI Program Management Scope of Work- 2023

 Consultant has developed a best
practice installation planning
workbook that provides clear
production standards for both the
installation team and the utility
billing and customer service team.

The installation plan incorporates
work times, holidays, and other
factors that would impede route
installation and reading
requirements.
 Consultant Program Management
Team Members are experienced in
overseeing installation performance and quality controls through remote system monitoring and comparative data analysis. Consultant analysts have developed a data quality check process comparing sync files and field data tools to ensure all relevant field data is being passed and captured properly in the system of record (Utility Billing/GIS). The defined process throughout full deployment will provide the City with highly accurate data within critical utility systems and will reduce work orders associated with field verification and corrective actions.
 Consultant will lead the data utilization and analytics efforts, including alarm events and exceptions, working with City staff to build system use and alert response into their daily activities and workflows.  Contract compliance enforcement will be the responsibility of Consultant to confirm service levels and milestones are achieved. Making sure the project is meeting budget and timeline expectations is a core function of the project manager. Routine deliverables like the monthly project status report and the weekly project status calls, will highlight any action items or issues.  Consultant will facilitate training sessions with vendors. Consultant training support, including documentation and the advocacy for one-on-one and job shadowing opportunities, will provide City staff with frequent and ongoing training opportunities. The goal of the Consultant project management support is to ensure that by the time the deployment is complete, the utility is fully utilizing the system, the data and alerts are already incorporated into daily operations, and maintenance activities are routine, with staff comfortable using the technology and managing all aspects of the new system.  The Consultant program manager will ensure the Program Work Plan and the Risk Mitigation Plan are updated. Version control will be maintained, and any new drafts will be distributed and stored on the secure project sites for easy reference throughout the project.  In addition to weekly production calls with the project team and monthly onsite program meetings, Consultant will develop a monthly progression report that covers all critical elements of the program of work including installation status, program financials, network performance, inventory summaries, system integration and training updates, communications summaries, and other elements of importance specific to the City of Corona.
 Refinement of system configurations, often shifting from default settings, is a priority during the early stages of full deployment. Consultant will coordinate the proper design of system generated alerts and other notifications with a goal to minimize false positive alerts and alarms, align settings to unique user accounts, and promote customer self-service through the customer portal.

1. Meter Installation Production Calendar
City of Corona AMI Program Management Scope of Work- 2023

5.0 Project Substantial Completion and Closeout
To ensure the Utility is capturing the return on its AMI investment, a Project Closeout program is implemented to track the benefits the organization is realizing from the AMI system as well as track project financials and deliverables against the Vendor agreements. This program will inform on the performance of the organization and the system, identifying strengths and areas for improvement. The City can then utilize this information to make operational adjustments to ensure performance.

Develop / Implement Performance Measurement System
 Translate performance goals and objectives into refined and sustainable KPIs  Define KPI collection and transfer process
 Develop appropriate PMS dashboard/reporting system
Analysis of Results
 Provide periodic review and analysis of the system performance and operational results  Provide recommended corrective action to facilitate achievement of goals and objectives  Develop a Results Analysis Report that will incorporate:
 Overall utility goals and objectives achievement
 Network performance and management requirements
 Proficiencies assessment resulting from training and AMI system utilization  Return on Investment (ROI) analysis and results
Consultant will work with the City to review the possible future state scenarios, prioritizing solutions that provide maximum ROI and have a positive impact. This program will inform on the performance of the organization and the system, identifying strengths and areas for improvement. The Utility can then utilize this information to make operational adjustments to ensure performance. Actions performed during this phase include:
 Installation data archiving
 Training proficiency reviews
 Updated field and back-office workflows verifications  City policies and ordinances analysis based on new business processes resulting from read automation Section 2. Project Organization and Key Personnel
The MeterSYS® Commitment to Service Excellence - Properly Balancing Resource Expertise with Accountabilities The Consultant approaches each AMI program of work as a reflection of team culture with a focus on AMI value, maintenance of public trust, and operational sustainability. The skilled consultants and field technicians are cross-trained to support the needs of each key category of work to ensure the City will receive continuity and quality of service expected and required.

For the City of Corona, Consultant will dedicate a highly trained team of professionals skilled with unique areas of focus customized to the goals and objectives of the utility. Consultant pre-selects and staffs the team based on their validated capacities to deliver the scope of work effectively within their defined areas of expertise for the entirety of the project. Consultant has the combined program management expertise to oversee these variables and will be responsible for ensuring the necessary solutions are implemented through effective City of Corona AMI Program Management Scope of Work- 2023

program management. By combining Consultant’s industry knowledge and Project Management Institute (PMI) approaches, Consultant will reduce the organization’s overall program risk.

Consultant Project Team
Project Role Consultant Name
Program Administrator Andy Honeycutt
Project Manager Lauren Brown
Systems Lead Stan Harris
Network Specialist/QA QC Lead Cassius Williams
AMI Data/QC Analyst Carol Mikovich
Senior Program Consultant/ Financial Analyst Kahne Kraft Field Technician Derek Hines
Program Consultant/Metering & Billing SME Gary Sanders
Junior Program Consultant/Communications Lead Max Kuhlenkamp Project Team Roles, Assignments and Availability
Project Team Member Consultant
Name Key Task Responsibilities
Resource
Availability
Verified Compliant
to Scope of Work
and Timeline
Program Administrator Andy Honeycutt
Responsibility for all elements of Program
Management delivery; Provides executive
oversight of program plan, financials,
communications, contractual compliance, and
administrative reporting
YES
Project Manager Lauren Brown
Responsibility for facilitation and execution of
the tasks and milestones of the program
management plan and serves as the senior
consultant in responsible charge of full systems
integration/interfacing
YES
Systems Lead (Contract
Resource) Stan Harris
Provides direct guidance and technical
professional services for all aspects of data
management and interfacing with MDMS
YES
Network Specialist-Lead
Consultant for QA/QC Cassius Williams
Provides field representation for network and
meter installation SOWs, safety compliance,
and QA/QC efforts
YES
City of Corona AMI Program Management Scope of Work- 2023

Project Team Member Consultant
Name Key Task Responsibilities
Resource
Availability
Verified Compliant
to Scope of Work
and Timeline
AMI Data/QC Analyst Carol Mikovich
Performs data synchronization and quality
analysis (CIS/GIS/WOM/MDMS), MDMS
configurations; supports business key business
process documentation and KPI development
and tracking
YES
Senior Project
Consultant/Finance Analyst Kahne Kraft
Leads and maintains program management
resources including workbooks, program
management plans, program charter, and
program management application; serves as
document controller; responsible for training
content validation and delivery; responsible for
job aides and procedural documentation; leads
internal/external messaging
YES
Field Technician Derek Hines Supports the Field Manager in QA/QC and safety compliance during full deployment YES
Program
Consultant/Metering &
Billing SME
Gary Sanders
Provide leadership in the transitional billing
process during AMI deployment and supports
the systems integration design, testing, and
utilization
YES
Junior Program
Consultant/Communications
Support
Max
Kuhlenkamp
Supports project progression through program
administration, documentation, project plan
updates, and assignments; supports project
communication (internal/external) for each
milestone of implementation
YES
Section 4. Rates and Fees
Proposed fees for program management services provided by Consultant over the entirety of the 26-month implementation plan are summarized below and detailed in the attached table. Fees are based on time allocations anticipated for the successful delivery of tasks and milestones and may be adjusted to meet the priorities of the City of Corona.

Project Team Hourly Rates
Project Team Member Hourly Rate SummaryGeneral Rate Schedule City of Corona Consultant Name Hourly Rate Program Administrator Andy Honeycutt $210.00
Program Manager Lauren Brown $190.00
Network Manager/QAQC Cassius Williams $160.00
Lead Data Analyst Carol Mikovich $130.00
Senior Program Consultant/Financial Analyst Kahne Kraft $130.00 Communications Specialist Rodger Sauls $125.00
City of Corona AMI Program Management Scope of Work- 2023

Project Team Member Hourly Rate SummaryGeneral Rate Schedule City of Corona Consultant Name Hourly Rate Field Technician/Inspector Derek Hines $90.00
Program Consultant/Metering & Billing SME Gary Sanders $185.00 Junior Program Consultant/Communications
Lead
Max Kuhlenkamp $80.00
Systems Lead Stan Harris $175.00
Project Fees and Level of Effort by Task

Total
Consulting
Hours
Consulting
Subtotal
Other
Costs
Subtotal
Plus
Expenses
Consulting
and
Subcontractor
Total
Billing rates, $/hour 5.0%

1.1 Project Management and Administration
(NTP + 60 Days)

1.11 Project Charter Drafting, Project Team
Established, and Integrated Project Plan
Finalized in Coordination with County, Prime
Contractor, and PM; Communications Plan
Established
38 $5,690 $285 $5,975 $5,975

1.12 Project Management Systems Setup (MS
Projects, Zoho Reporting); Team Access and
Training
20 $3,000 $150 $3,150 $3,150

1.13 Project Kickoff and Orientation- Project Team;
Roles and Responsibilities Review, Project
Reporting and Project Charter with Roles and
Responsibilities Finalized
89 $13,860 $693 $14,553 $14,553

1.14 Coordination with Utility Billing Vendor for
Integration Plan Development 52 $7,870 $394 $8,264 $8,264

1.15 Project Financials Management Workbook
Developed in Cooperation with City Finance;
Payment Schedules and Pay Request
Templates Finalized
31 $4,740 $237 $4,977 $4,977

1.16 Systems Mapping and Master CIS/Read File
Analysis 55 $8,660 $433 $9,093 $9,093

1.17 QA/QC Plan Developed for Network,
Interfacing, and Installation 50 $6,770 $339 $7,109 $7,109

1.17 Initial Material Order Approval/Logistics
Planning for Material Management 12 $1,710 $86 $1,796 $1,796 SUBTOTAL 347 $52,300 $2,615 $54,915 $54,915

2.0 Alpha Testing: Network, MDMS (NTP + 150
Days)

2.10 Network Site Survey, Power and Backhaul
Systems Detailed Installation Planning 64 $9,390 $470 $9,860 $9,860

2.11 Sample Files (CIS Export, Swap File, Read/Bill
File) from Utility Billing Software 54 $8,930 $447 $9,377 $9,377 City of Corona AMI Program Management Scope of Work- 2023

Total
Consulting
Hours
Consulting
Subtotal
Other
Costs
Subtotal
Plus
Expenses
Consulting
and
Subcontractor
Total

2.12 Systems Integration Sub team to Finalize File
Format 74 $12,020 $601 $12,621 $12,621

2.13 CIS Billing Export/Import File Requirements
Developed; Integration/Interface Plans with
AUS and AMI Vendor
56 $9,150 $458 $9,608 $9,608

2.14 CIS Integration Quote and Scope Approvals 21 $3,540 $177 $3,717 $3,717

2.15 Develop and Test Meter Swap Interface 53 $8,860 $443 $9,303 $9,303

2.16 MDMS/Systems Interface Finalized 23 $3,965 $198 $4,163 $4,163

2.17 Initiate MDMS Setup with City Operational
Requirements Configurations- General 86 $13,455 $673 $14,128 $14,128

2.18 Install Field Tool Configuration and Testing 26 $3,880 $194 $4,074 $4,074

2.19 Network Site Plans Finalized and ApprovedIncludes Tank Manager Approval 48 $7,700 $385 $8,085 $8,085

2.20 Network Installation Management- Site
Preparation and Oversight 69 $10,760 $538 $11,298 $11,298

2.21 Scrap Meter Process Planning/Material
Logistics and Inventory Management 19 $2,700 $135 $2,835 $2,835

2.22 Test Meter Installs Complete and Assessment
of Reporting on MDMS 87 $13,230 $662 $13,892 $13,892

2.23 Phase Program Management and Reporting 110 $17,200 $860 $18,060 $18,060 SUBTOTAL 790 $124,780 $6,239 $131,019 $131,019

3.0 Beta Testing (NTP + 210 Days)

3.10 Communications for Full Deployment 35 $5,085 $254 $5,339 $5,339

3.11 Base Station, Antenna, Electrical and Backhaul
Installation and RF Performance Checks (RF
Sweep, RSSI Validation)
20 $3,480 $174 $3,654 $3,654

3.12 CIS Account Details and Field Mapping 40 $5,820 $291 $6,111 $6,111

3.13 Beta Testing Phase Meters Installed 91 $13,090 $655 $13,745 $13,745

3.14 Handheld and Field Tool Training/Job
Shadowing 29 $3,960 $198 $4,158 $4,158

3.15 Network Mitigation Based on Testing 25 $3,970 $199 $4,169 $4,169

3.16 Establish Install Schedule (Reading, Billing,
Blackout Days, Progression) 35 $5,530 $277 $5,807 $5,807

3.17 Critical Customer Identification and
Management 28 $4,195 $210 $4,405 $4,405

3.18 Develop Meter Swap Form with Work Flows 25 $4,120 $206 $4,326 $4,326

3.19 Install Schedule Developed w/Route and
Progression Percentage 17 $2,800 $140 $2,940 $2,940

3.20 Install Checklist Developed/Approved 19 $2,680 $134 $2,814 $2,814

3.21 MDMS Training and Initial Alert Configuration 41 $6,180 $309 $6,489 $6,489

3.22 Updated Interface Testing & Signoff 29 $4,845 $242 $5,087 $5,087

3.23 Phase Program Management and Reporting 74 $11,610 $581 $12,191 $12,191 SUBTOTAL 508 $77,365 $3,868 $81,233 $81,233

4.0 Full Deployment (NTP + 730 Days)
City of Corona AMI Program Management Scope of Work- 2023

Total
Consulting
Hours
Consulting
Subtotal
Other
Costs
Subtotal
Plus
Expenses
Consulting
and
Subcontractor
Total

4.10 Non-Standard Installation Management;
Return to Utility/Skips Management; Data
Quality Management (Field Installs, MMCO,
Sync File)
203 $31,040 $1,552 $32,592 $32,592

4.11 Situational and Position Specific Training Plan
Implemented- Metering & Billing 196 $30,615 $1,531 $32,146 $32,146

4.12 Job Aides Development and Adoption 88 $13,340 $667 $14,007 $14,007

4.13 Conduct Meter and Network Performance QC 313 $49,210 $2,461 $51,671 $51,671

4.14 Mitigation Work based on Optimization 153 $25,250 $1,263 $26,513 $26,513

4.15 Field Inspections and Installation
QC/Inventory Controls
451 $52,550 $2,628 $55,178 $55,178

4.16 Phase Program Management and Reporting
(includes Project Finance)
1475 $236,750 $11,838 $248,588 $248,588
SUBTOTAL 2879 $438,755 $21,938 $460,693 $460,693

5.0 Project Closeout and Acceptance (NTP + 790
Days)

5.10 Meter Punch list / Clean up 63 $9,440 $472 $9,912 $9,912

5.11 Finalize Inventories, Restocking, and
Retainage for Operations
26 $4,210 $211 $4,421 $4,421

5.12 Project Installation Final Inspections 92 $11,560 $578 $12,138 $12,138

5.13 MDMS Training- Review 66 $10,830 $542 $11,372 $11,372

5.14 Systems Configurations and Implementation
Technical Services (Customer Portal, MDMS,
GIS, WOM, Asset Management)
160 $22,660 $1,133 $23,793 $23,793

5.15 Field Installation Final Training Review 51 $7,000 $350 $7,350 $7,350

5.16 Project Financials Final Reconciliation 80 $12,400 $620 $13,020 $13,020

5.17 Equipment RMA Process Check 23 $3,390 $170 $3,560 $3,560

5.18 Infrastructure Acceptance (Collectors, Radios,
Meters)
29 $4,710 $236 $4,946 $4,946

5.19 Project Acceptance and Sign-off; Transfer of
Project Materials
41 $6,050 $303 $6,353 $6,353

5.20 Phase Program Management and Reporting 164 $25,140 $1,257 $26,397 $26,397 SUBTOTAL 795 $117,390 $5,870 $123,260 $123,260
PROJECT MANAGEMENT TOTAL 5319 $810,590 $40,530 $851,120 $851,120 Project Fees and Level of Effort by Task
Key Milestones Duration
Months
Allocation
As
Percentage
Level of
Effort
Estimate
Cost
City of Corona AMI Program Management Scope of Work- 2023

Project Management and Administration (NTP +
60 Days)
2 6% 347 $54,915
Alpha Testing: Network, MDMS (NTP + 150
Days) 3 15% 790 $131,019
Beta Testing (NTP + 210 Days) 2 10% 508 $81,233
Full Deployment (NTP + 730 Days) 17 54% 2879 $460,693
Project Closeout and Acceptance (NTP + 790
Days)
2 14% 795 $123,260
Total 26 100% 5319 $851,120
Section 5. Program Key Milestones and Deliverables
The following details the key milestones and deliverables according to the respective key activity phase. The percentage of project upon completion identifies the allocation of the project total each key activity comprises.

Consultant invoices monthly based on project progression of the proceeding month’s activities and completion and submission of deliverables.

Key Activity Activity Description Project Deliverables

PROGRAM MANAGEMENT- IMPLEMENTATION

1.0. Project Initiation:

Implementation Program
Management
Project Setup: Discovery Session, Project
Charter, Program Management Tools,
Historical Data Collection and Analysis
 Project Charter
 Financials Workbook
 Project Work Plan
 RACI Chart
 Communications Plan
 Project Management Platform (Zoho,
MS Project) Setup/Access
 Systems Topology Mapping
 CIS/GIS Data Quality Assessment
 Quality System Plan- QA/QC
 Network Detailed Site Plan (All
Locations)
 Large Meter Survey
Communications
Comprehensive Internal/External
Communications Strategy to Address all
Phases of Project Implementation
 Communications Plan
 Related Collateral Material
City of Corona AMI Program Management Scope of Work- 2023

Key Activity Activity Description Project Deliverables

2.0. Implementation
Initiation and Testing- Alpha
Testing Phase: Infrastructure Planning,
Installation, and Testing
 Comprehensive Work Plan Updates
 Systems Integration Plan
 Quality System Plan Update
 Communications Plan Update
 Progression Reporting
 Vendor Financial Management and
Reporting
 Field Installation Application
Configuration
 Technology and Security Needs
Assessment

3.0. Data Management
Through Integration and
Testing- Beta
Systems (Software) Integration Management:

Includes GIS, Work Order Management, and
Customer Portal as Outlined in Specifications
 Systems Integration Sub-team Work
Plan
 Finalized Training Program (Field
Operations, Systems Configuration,
User Job Aides)
 RACI Chart- Integration
 System Acceptance Testing Plan
 Help Desk Support and Tiered
Response Plan
 Communications Plan Updates

4.0. System-Wide Meter
Conversion to AMI
Full Deployment (Field Inspections QC/QA,
Systems Performance Management, Field, and
Software Training)
 QA/QC Compliance Reporting (Field
Inspections, Systems Validation,
Inventory Controls)
 Field Audits
 Data Quality Assessments- By Route
 Installation Calendar & Installation
Production Worksheet
 System Configurations Refinement
(Alerts, Alarms, Settings)
 User Training (System Configuration
and System Performance)
 Progression Reporting
City of Corona AMI Program Management Scope of Work- 2023

Key Activity Activity Description Project Deliverables

5.0 AMI Program
Management Finalized
Project Closeout, Financials Reconciliation,
Reporting and Acceptance
 Program Closeout Plan
 System Acceptance Document
 AMI Systems Sustainability Plan
 Contract Compliance
 Release Full Program Documentation
 KPI Reporting Updates
 Ordinance & Policy Assessment
 Training Proficiency Reviews
 Updated Field and Back-office Key
Process Workflows Charting