Monterey Park City Council
June 18, 2025

Matthew Rizzo
Director – Meter and Automation

EDUCATION & CERTIFICATIONS
Central Michigan University
Bachelor of Science – Political Science & Psychology
Master of Public Administration

EXPERIENCE & BACKGROUND
Ferguson, Director of Meter and Automation
2021 to Present
Responsible for the strategic growth and development of the meter and automation group, which includes: Overall P&L responsibility for a national operation with 100 associates dedicated to a focused effort to establish Ferguson as the premier partner in the Meter and Automation Space.

Ferguson, Area Sales Manager – Meter and Automation
2016 to 2021
Responsible for the sales strategy, associate development, and P&L for the Meter and Automation Group's Michigan, Northern Illinois and Wisconsin territories. During my time in this position, we were able to consistently grow market share in each state, recruit, develop and maintain strong associates, restructure our services division and closely align with our local waterworks and municipal teams to provide an outstanding customer experience.

General Manager – Michigan Meter Technology Group, INC. 2013 to 2016
Responsible for the day-to-day operations of an independent water meter and waterworks distribution company. Under my direction, sales grew, HR policies were implemented, and customer service standards were raised.

Village of Decatur - Village Manager
2011 to 2013
Directed the operations of the Village, including the Police, Fire, Public Works, and Clerk departments. Oversaw the budget and procurement process, including the purchase and implementation of an advanced water metering system.

REFERENCES
• Ben Croy – City of Novi, MI
• Mike Moore – City of Sterling Heights, MI
• Dave Miller – Shelby Township, MI
• Bruce Bharat – Kamstrup
Contact information available upon request

PROFILE
Matthew Rizzo is a highly driven and
value-focused leader with over 10 years
of experience in a variety of leadership
roles within both corporate and
municipal organizations. Matt is
passionate about the growth and
development of his team and takes
great pride in fostering collaboration to
solve complex challenges.

CONTACT
PHONE:
(517) 375-1877
EMAIL:
[email protected]
WEBSITE:
ferguson.com/meters
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City of Monterey Park, CA Advanced Metering Infrastructure System

ORGANIZATION CHART
27

SECTION 3

PROJECT UNDERSTANDING
28

City of Monterey Park, CA Advanced Metering Infrastructure System
SECTION 3 – PROJECT UNDERSTANDING
Ferguson is well-equipped to manage a rapid award and contracting phase which would lead into removal of the current catastrophic AMR failure that plagues the City. Ferguson understands that time is of the essence, accurate billing and meter reading are the core problems to solve, and that project data must flow cleanly from meter to cash. To accomplish this, it takes a true partner, dedicated to the cause that is going to execute on time and perform flawlessly in the field. Ferguson was in this situation with Mission Springs Water District (provided reference) not too long ago. Forty percent of their twelve thousand AMR meters were not producing an RF or visual read, with another five percent failing per month. For the District, it was absolute worst case. Ferguson was awarded the contract via RFP, got to work right away, and the project was complete within a twelve-month period, handing off the most accurate water meters and a fully-functioning Neptune R900 LoRa WAN AMI System. In a situation like that, and yours, planning and communication are paramount. Deploying a Neptune solution is a major advantage as its’ AMR and AMI signals transmit simultaneous for the 20-year life. Mach 10 R900’s do so without any programming or required network communications, which makes installation a breeze for the installation contractor. This means that once CIS and WOMS integrations are complete and tested, Ferguson can deploy at rapid pace. Worst case, Neptune meters could be visually read if the City desired to install and read prior TO integrations and network installation. Ferguson’s agile project management team along with Neptune’s ability to ramp up project shipments will allow our team to meet and exceed schedule priorities and project expectations.

Next, we present the data that will drive future Utility effectiveness. Neptune delivers this through the R900 solution which prioritizes battery health and maximizes project ROI. The AMI headend software Neptune 360 will provide the City with A cost effective customized meter reading platform. With the capability to read manual, touch-read, AMR, AMI and cellular endpoints, it’s the most flexible, powerful platform in the industry. Ferguson will deliver the stated SLA requirements through clean installation practices and performance over time as expected. Tying in WaterSmart’s customer engagement platform will provide utility customers with alert commands, dramatically improving water awareness amongst your ratepayers. This customer portal has been an industry leader for decades delivering the most feature rich application to place the value of AMI in the hands of your customers.

Finally, Ferguson acknowledges the sensitive nature of advanced metering technology in Monterey Park. The current and past seem rather bleak. Ferguson can change that. Ferguson provides solutions with industry leading warranties from dedicated local branches and team members. Meter and Automation (MAG) operates as it own group within Ferguson Municipal Waterworks and the sales and support team is extensive. We have provided our own unique response to meeting your network and 10-year labor requirements built around performance. Our job is to take you from ordinary to extraordinary. We look forward to illustrating this further in our short-list presentation opportunity. 29

SECTION 4

SCHEDULE
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City of Monterey Park, CA Advanced Metering Infrastructure System
SECTION 4 – SCHEDULE
31

City of Monterey Park, CA Advanced Metering Infrastructure System
As the prime party to this proposal, we understand the City’s vision and goals for a compatible manufacturer to an industry proven AMR and/or AMI solution. Based on the requirements, our proposal is based on Neptune’s R900® Solution for the City’s AMI System.

The outcomes from this project are related to helping the City of Monterey Park achieve the following business goals that are important to the City and the community at large.  Labor Cost Savings – Reduce manual meter reading costs and reduce the need to review and/or perform field visits to re-read meters in support of billing. Reduction of field visits.  Operational Savings – Reduction in truck rolls and associated equipment costs associated with reading and efficiency.
 Revenue Protection – Accurate meter registration through meter replacement.  Increased Billing Accuracy – Improved meter reading accuracy in support of billing and a reduction in the need for estimated bills.
 Improved Customer Service – Timelier and more granular data available to address customer’s questions and help customers better understand, monitor, and manage their water usage.  Enhanced High Usage Detection – Accurate, real-time alerts to help customers investigate and address high usage sooner, increasing customer safety and minimizing leakage costs.

Our typical meter-swap process involves the following 16 steps:

PROJECT METHODOLOGY
When executing a successful turn-key water meter replacement program and AMI infrastructure, selecting the right product and system is only half of the equation. Consider the monumental task of entering every home and business within the City to replace each water meter.

Now consider the logistics required to schedule, coordinate, and execute the installation process in a safe, timely and professional manner. Any successful meter replacement project requires a great deal of care and attention to detail, but a project of this size and scope will demand a level of excellence only an experienced and proven partner can provide.

This level of expertise has made Ferguson a successful metering partner throughout the State of California and across the country. Within the following section, we will define our proposed project approach, scope of work, and procedures.
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City of Monterey Park, CA Advanced Metering Infrastructure System
Ferguson and Neptune are responsible for providing services that support the following requirements:
o Integration – Ferguson will work with Neptune and the City to build and demonstrate worth of files:
 CIS Download file
 Meter Swap File
 Billing Request File
 Billing Response File
o Installation – Assist with training & mitigation with subcontractor. o Training – Ensure that Training covers all aspects of the system.  Basic Overall Training – Overview of Neptune® 360™ data management software.  Customer Service Training – Successfully navigate Neptune® 360™ and communicate the customer accounts.
 Billing Training – Successfully import billing request file & export billing response file including readings on specified area.
 Field Mitigation Training –
• Mitigation of a meter not responding
• Reading of a meter
• Installation or swap of a meter
 Suggested SOP items
Preconstruction Activity – Following final negotiation and award of the contract, we will begin to work with the project’s key stakeholders to lay the groundwork for a successful deployment.

During this timeframe, we will complete the following tasks:

1. Preconstruction Project Discussion – A thorough review of processes and procedures for the project with key stakeholders. We will define roles and responsibilities within the team and create a clear chain of communication between all parties. This will establish the foundation for a successful project.

2. System Data Collection – We will collect all relevant meter and account information from the City’s billing provider to build the installation and scheduling database. We will scrub this data thoroughly 6 Transition to Utility
System Acceptance
1 Pre-Deployment
Planning & Kick-Off
2 Billing Integration
3 Installation
5 Training
7 Ongoing Support
and Close-Out 4
Software Operation
33

City of Monterey Park, CA Advanced Metering Infrastructure System
to ensure we have an accurate baseline data set. This data will be used to establish our installation work order management, scheduling database, and data quality control mechanisms.

3. Billing System Compatibility – This process will entail developing data transfer files between multiple software platforms to pass data to and from the billing provider. Our implementation team is fully competent in understanding and navigating all meter processes within the billing provider and will support the City throughout the implementation and over the life of this system. With other vendors, establishing and maintaining billing system compatibility and support for all software platforms will be a challenge.

4. Community Engagement Program defined in conjunction with the City’s Community Relations Team – This will include an omnichannel customer communication approach to leverage the City’s website, social media presence, television broadcast, and in-person communication avenues. We will work with the City to craft detailed Q&A documents explaining the process, technology, and benefits to the City’s constituents. Ultimately, we will be a resource at the City’s disposal to ensure that your residents are aware of the project.

5. Print Materials Developed and Approved – This will include the initial scheduling notice, second attempt door hangers, final attempt door hangers, non-responsive notices, and customer sign-off notices. These documents will be submitted for approval to the City prior to any printing being completed.

6. Project Logistics defined – Including product staging, waste disposal plan, production plan to align with billing cycles.

7. First Material Delivered – The first shipment of product will be organized and staged. Serial numbers of meters and MIU (R900®® endpoints) ID’s will be entered into the installation database for quality control.

8. Installer and Project Management Security Procedures – Background checks will be completed for all field personnel. We will work with the City to ensure subcontractors are equipped with the proper identification equipment (specifically if the City desires to provide a “City of Monterey Park” Approved Contractor” badge) subcontractor’s will be equipped with Proposed subcontractor’s logoed vests, shirts, and vehicle markers.

We can also provide the police department with the names and pictures of each subcontractor, as well as identifying the areas of the City they will be working in, so they are aware of the project.

This process will occur immediately as installers are added or depart from the project.

9. Initial Scheduling – Notices are sent, and the initial scheduling period begins roughly 3-4 weeks prior to installation kick off.

10. Preconstruction Final Walkthrough – This occurs the week prior to installation beginning and the installation team is present to walk through project procedures. During this walkthrough, all safety protocols will be reviewed in depth, including our additional Covid-19 procedures. 34

City of Monterey Park, CA Advanced Metering Infrastructure System

PROJECT SPECIFIC QUALITY ASSURANCE
Ferguson and our partners want to ensure clear lines of communication throughout the entire project with the City of Monterey Park (City). Ferguson prides on providing communication channels across all positions and partnerships to ensure that everyone from Ferguson, proposed subcontractors, our manufacturer, Neptune Technology Group (Neptune), and the City personnel, understands the responsibilities, timeline, scope of work, network performance etc. to timely complete the project in an efficient and effective manner. Ferguson will conduct checkpoint meetings and weekly updates to enhance our communication with all levels of the project. Ferguson has outlined a few key components that will greatly enhance the success of the project.

Maintaining clear lines of communication day to day throughout all levels and personnel involved in the project (Ferguson, Neptune Technology Group, City of Monterey Park, and PMI)
Ferguson Project Managers to clearly define responsibility (primary and support) for key activities in the AMI project.

Addressing any issues or concerns right as they occur through Ferguson support and moving to Neptune per severity.

Testing the network performance and meter connectivity throughout all stages of the project. Ferguson plans to ensure that the City is satisfied with all functional requirements, before advancing to each successive phase.

A final systems acceptance will occur to ensure the system performs to acceptable levels during project Close Out and transfer to support.

Providing customer service, project resources, system training, and support throughout the entirety of our partnership.
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City of Monterey Park, CA Advanced Metering Infrastructure System

ISSUE RESOLUTION AND ESCALATION PROCESS
Ferguson has assisted other utility partners with support that can include an omnichannel customer communication approach to leverage the City’s website and in-person communication avenues. We can work with the City to craft detailed Q&A documents explaining the process, technology, and benefits to the District’s constituents. Ultimately, we will be a resource at the City’s disposal to ensure that your residents are aware of the project.

As a company, we have a passion for quality of service and accuracy. From day one, we begin training, implement quality control measures, create checks and balances as it relates to how we monitor the progress of a deployment, and provide support throughout the process. These are some of the ways the Ferguson structure of communication serves as a successful platform in launching a successful project. We also believe the continued training for a smart metering system will benefit the City and Ferguson as well as sustained communication within project teams using cloud-based software.

A partnership with Ferguson means more than just integration and implementation of an AMI network. We truly value our commitment to our customers and strongly believe this is what separates us from our competition. Ferguson has a dedicated Meter and Automation Group to provide multi-level service and support post implementation. Ferguson’s team includes:
o Local AMI Specialists
o Local Neptune Support Specialist
o Local Municipal Specialist
o Local Ferguson Branches
Internal – (Project team meeting format/frequency, roles/responsibilities/contact information, project dashboard in ZOHO Projects, Microsoft Project® deployment schedule, managing project documents, etc.) • Ferguson Integration/Support Team: For technical assistance with your Neptune Meter Reading Software or Equipment, please contact the Ferguson/Neptune Support department:
 Phone: (248) 397-9083
 Email: [email protected]
 Hours: 8:00am-8:00pm Monday-Friday (EST)
o Remote Neptune Support Specialists
o Ferguson/Neptune Call Center
o ZOHO remote helpdesk
36

SECTION 5

CERTIFIED PROPAGATION OF

NETWORK DESIGN
37

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R900 Propagation Analysis
Montere
y Park, CA
March 23, 2025
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Predicted Coverage Results:
2 Confidential Information
Map Description
Provided Services 13,228 Geocoded Services 13,023 Area (sq Miles) 8.64 #Coll MIU Type Read Type Pass %Pass Pass %Pass
1 >99% Predicted 5 R900v5 Pit AMI 12,943 99.38% 8.41 97.29% 39

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Map 1: >99% Predicted
3 Confidential Information
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Elevation Map (National Elevation Dataset available, courtesy of the U.S. Geological Survey) 4 Confidential Information
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Gateway Locations:
5 Map Location Latitude Longitude Collector Elev(m) AntHgt(m) Elev(ft) AntHgt(ft) Coax Type Coax(ft) Antenna 1 5BrghtWd 34.059164 -118.148254 Tmega 215 15 705 50 LMR400 50 2xMFB9155 1 5Garvey 34.047811 -118.112542 Tmega 184 9 603 30 LMR400 30 2xMFB91551 5LaLoma 34.041453 -118.11524 Tmega 133 15 438 50 LMR400 50 2xMFB9155 1 5Res3&3a 34.049418 -118.133486 Tmega 169 15 554 50 LMR400 50 2xMFB91551 5Res6&6a 34.049694 -118.14848 Tmega 186 15 612 50 LMR400 50 2xMFB9155 Confidential Information
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Assumptions:• Spare gateway recommended for system maintenance.• Revised propagation analysis required for Gateway location or height changes.• FAA/ASR may be required for structures near airports or heights >200ft. • AM Tower detuning evaluations for structures within 3km, check with LBA Group or Sitesafe. • 10ft minimum vertical separation from other 900MHz system antennas on structure. Antenna requires 3ft-4ft standoff for side mounting on towers.
• Complies with FCC/IC Rules: May not cause harmful interference, and must accept any interference received, including interference that may cause undesired operation.
• MIUs mounted inside structures are not recommended for Fixed Network solutions. RF signal is affected differently by building materials used within structures and it is difficult to account for all types of construction. If the Scope states inside MIU used forstudy, an average loss value is applied to the model. In situations, where inside MIUs do not perform as necessary, an external wallMIU or additional Gateways may be required • Propagation based on defined MIU (External Wall or Pit w/External Antenna) with specified gateway/collector. Older equipment should be replaced. Propagation is subject to change based on equipment specifications and performance. Performance cannot beconfirmed until final system evaluation and analysis complete. Daily - 1 read in 24 hours (1 Day) expected; Billing - 1 read in 72 hours (3 Days) expected; Hourly - 1 read each hour expected. Propagation model is based on performance for >90% read success; backfillread redundancy included, and typical RF environment <-120dBm. Use of this propagation analysis done with this understanding an d
there is no guarantee of product or performance. Additional gateways could be required. Antenna heights are set to 75 feet asdefault unless heights provided. This affects Find (search ring) and asset locations. • R900 IoT gateway (Tmega) with 2 antenna receiver diversity requires minimum of 6 feet horizontal and ideally 12-20 feet horizontal antenna separation.
6 Confidential Information
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SECTION 6

REFERENCES
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City of Monterey Park, CA Advanced Metering Infrastructure System
SECTION 6 – REFERENCES
Las Virgenes Municipal Water District
4232 Las Virgenes Road Calabasas, CA 91302
Contact: Ursula Bosson
Title: Resource Customer Service Manager
Phone/Email: (818) 251-2113, [email protected]
Year Completed: 2022
Project Summary: Project consisted of 21,198-meter change outs, and installation of Neptune R900 AMI LoRaWAN network infrastructure.

Ferguson Reference
Mission Springs Water District
66575 2nd Street, Desert Hot Springs, CA 92240
Contact: April Scott
Title: Special Programs and Public Affairs
Phone/Email: (760) 329-6448, [email protected]
Year Completed: 2021
Project Summary: Replaced catastrophic AMR failure of competitor with Neptune R900® AMI LoRa WAN. Time was of the essence, Ferguson PM’d 8-month changeout of 13k services to the Neptune 360 platform.

Ferguson Reference
Western Municipal Water District
14205 Meridian Parkway Riverside, CA 92503
Contact: Darrien Cotton
Title: Customer Service Manager
Phone/Email: (951) 571-7100, [email protected]
Year Completed: 2024
Project Summary: Project consisted of 21,000-meter change outs, and installation of Neptune R900 AMI LoRaWAN network infrastructure.

Ferguson Reference
45

City of Monterey Park, CA Advanced Metering Infrastructure System
City of Oceanside
4927 Oceanside Blvd Oceanside, CA 92056
Contact: Sarah Davis
Title: Project Manager
Phone/Email: (760) 435-5830, [email protected]
Year Completed: 2024
Project Summary: Project consisted of 44,305-meter change outs, and installation of Neptune R900 AMI LoRaWAN network infrastructure. Currently 39,000 meters installed YTD.

San Gabriel Valley Water Company
11142 Garvey Ave, El Monte, CA 91733
Contact: Leo Barrera
Title: Director, Customer Service
Phone/Email: 626-448-6183, [email protected]
Project Summary: In Year 7 of upgrading 48,000 meter services to Neptune Mach 10 R900i.

Valley County Water District
5121 Lante St. Baldwin Park, CA 91706
Contact: Jose L. Martinez
Title: Resource General Manager
Phone/Email: (909) 973-9553, [email protected]
Year Completed: 2023
Project Summary: Project consisted of 11,500-meter change outs, and installation of Neptune R900 AMI LoRaWAN network infrastructure.

Ferguson Reference
Ferguson Reference
Ferguson Reference
Fontana Water Company
15966 Arrow Route, Fontana, CA 92335
Contact: Robert Muniz
Title: Operations Manager
Phone/Email: 909-822-2201, [email protected]
Project Summary: In Year 7 of Neptune Mach 10 R900i upgrade of 53,000 meter services. Left mechanical meters behind and reaping benefits of ultrasonic meters and enhanced revenue.

Ferguson Reference
46

SECTION 7

EXCEPTIONS AND

CLARIFICATIONS SUMMARY
47

City of Monterey Park, CA Advanced Metering Infrastructure System
SECTION 7 – CLARIFICATIONS AND EXCEPTIONS SUMMARY
Ferguson’s Legal and Risk Departments have carefully reviewed the terms in the RFP and have laid out our exceptions and assumptions below. Our team can discuss any remarks or requested changes with our Legal and Risk Departments in further detail to ensure a mutually beneficial agreement for all parties.

Ferguson reserves the right to adjust its prices to reflect the impact of any new or increased tariffs affecting Ferguson's cost at the time of shipment. Ferguson will provide the City notice of any such adjustments along with applicable documentation supporting the price change.

LEGAL
Contract
o Article 9. Request the first sentence be revised to read, "The Contractor agrees to indemnify, defend, and hold the City harmless from and against any and all claims, losses, damage, expenses and liability for death, bodily injury, injury to property, or any other loss, damage or expense to the extent caused by the negligence or willful misconduct of the Contractor." o Article 21. Request this section be revised to read, "TIME. Time is of importance for each and every provision of the Contract Documents."
o Request a new section be added to this agreement to read, "Limitation of Liability. Notwithstanding anything herein to the contrary, in no event shall either party be liable for any incidental, punitive, special or consequential damages hereunder, even if advised of the possibility of such." o Ferguson takes exception to Liquidated Damages at $1,000/day. Negotiable upon award. o Ferguson takes exception to Retention at 5%. Negotiable upon award.

RISK

o First paragraph – Replace “11 85 or 88” with “04 13” in both instances; strike “or subject to reduction” o Second paragraph/sentence – Replace “06 92” with “11 20” o Third paragraph – Strike “fully authenticated”; Strike “or copies of policies”

o 7-3.1 – Strike the entire last sentence beginning “Contractor will provide endorsements or other proof…”

o Under ISO Form – replace “02 01 85 or 86” with “01 04 13”; replace “01 87” with “11 20” o Strike the sentence “Contractor will provide endorsements or other proof of coverage for contractual liability”
o Under “GENERAL LIABILITY AND AUTOMOBILE LIABILITY” – replace “arising out of” with “caused by”

o Strike “reduced in coverage or in limits”
o 2nd full paragraph: Please advise the City that we have the following retentions: $5,000,000 Self Insured Retention General Liability; $5,000,000 Deductible Automobile Liability; $2,000,000 deductible Workers’ Compensation; strike the entire sentence that begins “The insurer will provide an endorsement to the City eliminating such deductibles…” o 3rd paragraph – Strike “...and other evidence of insurance or copies of policies”; replace “11 85 or equivalent” with “07 04 and CG20 37 07 04”
48

APPENDICES
49

SECTION C:

RESPONDER'S

PROPOSAL

City of Monterey Park RFP Issued March 11, 2025
SECTION C. RESPONDER’S PROPOSAL (Entire section C shall be submitted with the proposal) Page C. 1 SECTION C. RESPONDERS PROPOSAL
(Entire section C shall be submitted with the proposal) RESPONDER’S NAME:
_______________________________________________________ In accordance with the City’s Request for Proposals (RFP), the undersigned RESPONDER, hereby proposes to furnish all materials, equipment, tools, labor, and incidentals required for the above stated project as set forth in the Plans, Specifications, and contract documents therefore, and to perform all work in the manner and time prescribed therein.

RESPONDER declares that this proposal is based upon careful examination of the work site, Plans, Specifications, Instructions to Responders, and all other contract documents. If this proposal is accepted for award, RESPONDER understands that failure to enter into a contract in the manner and time prescribed will result in forfeiture to the City of Monterey Park of the guarantee accompanying this proposal.

RESPONDER understands that a bid is required for the entire work. The contract will be awarded on the prices shown on the cost schedule. It is agreed that the unit and/or lump sum prices bid include all appurtenant expenses, taxes, royalties, and fees. In the case of discrepancies in the amounts of bid, unit prices shall govern over extended amount, and words shall govern over figures.

If awarded the Contract, the undersigned further agrees that in the event of the RESPONDER’S default in executing the required contract and filing the necessary bonds and insurance certificates within ten working days after the date of the City’s notice of award of contract to the RESPONDER, the proceeds of the guarantee accompanying this Proposal shall become the property of the City and this Proposal and the acceptance hereof may, at the City’s option, be considered null and void.

Ferguson Enterprises, LLC dba Ferguson Waterworks

City of Monterey Park RFP Issued March 11, 2025
SECTION C. RESPONDER’S PROPOSAL (Entire section C shall be submitted with the proposal) Page C. 2

PROPOSAL CONTENTS
A responsive proposal shall contain Section C: Responder’s Proposal, Attachment 2: Cost Schedule, a Certified Propagation of Network Design, AND the Statement of Qualifications.

The Statement of Qualifications shall include the following:

1. Cover Letter
Proposal shall include a letter signed by a principal or authorized representative who can make legally binding commitments for the entity. Include type of business entity.

2. Firm and Team Experience
Proposal shall include a profile of the firm's experience. Include resumes of project team/subcontractors that outline their technical and design experience. At a minimum, this should include the project manager/principal agent, associates in charge when project manager/principal agent is unavailable, key personnel, firm size, and an organization chart identifying only those who will perform work for the proposed project and the percentage of each individual's time devoted to this project. The project manager/principal agent shall be the primary contact person to represent your firm.

3. Project Understanding
Proposal shall include a brief outline or statement which demonstrates the firm's understanding of the work to be performed, anticipated approach, and suggestions or special concerns that the City should be made aware of.

4. Schedule
Proposal shall include a detailed schedule based on the Scope of Services. Proposal shall also include a written statement which provides information on current workload and how this project would be accommodated.

5. Certified Propagation of Network Design

6. References
(Minimum of five (5) water AMI implementations with preference given to projects located in California. All references should be no greater than five (5) years since completion.

7. Exceptions and Clarifications Summary

City of Monterey Park RFP Issued March 11, 2025
SECTION C. RESPONDER’S PROPOSAL (Entire section C shall be submitted with the proposal) Page C. 3

DESIGNATION OF SUBCONTRACTORS
RESPONDER proposes to subcontract certain portions of the work which are in excess of one-half of one percent of the bid and to procure materials and equipment from suppliers and vendors as follows:

Subcontractor Information Work to be Performed Dollar Amount Name:
$_________ Address:

Tel:

Name:

Address:

Tel:

Name:
$_________ Address:

Tel:

Name:
$_________ Address:

Tel:

Total Subcontract Amount (shall not exceed 49% of Total Bid Amount) Professional Meters, Inc.
3605 N State Route 47, Suite E
Morris, IL 60450
815-942-7000
JM Electrical Services (JMES)
2581 Union Avenue
La Habra, CA 90631
714-488-1970
VertexOne
1321 Upland Dr. Suite 8389
Houston, TX 77043
602-284-5438
AquaSight (Optional)
[email protected]
978-578-5210
Meter Installation and Project
Management
AMI Network Installation
Customer Engagement Portal
AI Based Leak Anomaly/Leak
Detection Software
2,834,754.10
120,450
75,250
without AquaSight $3,017,201.10
$62,000
$3,092,451.10

City of Monterey Park RFP Issued March 11, 2025
SECTION C. RESPONDER’S PROPOSAL (Entire section C shall be submitted with the proposal) Page C. 4-1

REFERENCES
Proposal shall include a list of similar projects which your firm or personnel have completed within the last five (5) years and specifically with cities and water retailersin Southern California. Project information should include project description, year completed, client name, along with a person to contact and their telephone number.

Reference 1
Agency Name
___________________________
Project Name and Brief Description
Contact Name and Title
____________________________
Tel: __________________________
E- Year Completed:______
Reference 2
Agency Name
___________________________
Project Name and Brief Description
Contact Name and Title
____________________________
Tel: _______________________
E-mail: _______________________ Contract Value: $__________ Year Completed:______ Reference 3
Agency Name
___________________________
Project Name and Brief Description
Tel: ____ ___________
E- Contract Value: $__________ Year Completed:______
Reference 4
Agency Name
___________________________
Project Name and Brief Description
Contact Name and Title
____________________________
Tel: _______________________
E-mail: _______________________ Contract Value: $__________ Year Completed:______ Las Virgenes Municipal Water District
Ursula Bosson, Customer Service Manager
mail: ______________________
818-251-2113
[email protected]
Mission Springs Water District
April Scott, Special Programs and Public Affairs
760-329-6448
[email protected]
Western Municipal Water District
Contact Name and Title
Darrien Cotton, Customer Service Manager_
951-___
571-7100
_____
City of Oceanside
Sarah Davis, Project Manager
760-435-5830
[email protected]
Replaced catastrophic AMR failure of competitor with
Neptune R900® AMI LoRa WAN. Time was of the essence,
Ferguson PM’d 8-month changeout of 13k services to the
Neptune 360 platform.

Project consisted of 21,198-meter change outs, and
installation of Neptune R900 AMI LoRaWAN network
infrastructure.

Project consisted of 21,000-meter change outs, and
installation of Neptune R900 AMI LoRaWAN network
infrastructure.

Project consisted of 44,305-meter change outs, and
installation of Neptune R900 AMI LoRaWAN network
infrastructure. Currently 39,000 meters installed YTD.
2021
2022
2024
$20M 2024
$7M
$10M
**Sarah Davis is currently out on maternity leave and Adam Hoch, P.E. is covering her desk. Her can be contacted at (858) 431-9767** mail: [email protected]
**
Contract Value: $__________ $8M

City of Monterey Park RFP Issued March 11, 2025
SECTION C. RESPONDER’S PROPOSAL (Entire section C shall be submitted with the proposal) Page C. 4-2

REFERENCES
Proposal shall include a list of similar projects which your firm or personnel have completed within the last five (5) years and specifically with cities and water retailersin Southern California. Project information should include project description, year completed, client name, along with a person to contact and their telephone number.

Reference 5
Agency Name Project Name and Brief Description
Contact Name and Title
Contract Value: $__________ Year Completed:______
Reference 6
Agency Name
___________________________
Project Name and Brief Description
Contact Name and Title
____________________________
Tel: _______________________
E-mail: _______________________ Contract Value: $__________ Year Completed:______ Reference 7
Agency Name
___________________________
Project Name and Brief Description
Contact Name and Title
____________________________
Tel: _______________________
E-mail: _______________________ Contract Value: $__________ Year Completed:______ Reference 8
Agency Name
___________________________
Project Name and Brief Description
Contact Name and Title
____________________________
Tel: _______________________
E-mail: _______________________ Contract Value: $__________ Year Completed:______ Tel: _______________________
E-mail: _______________________
Project consisted of 11,500-meter change outs, and
installation of Neptune R900 AMI LoRaWAN network
infrastructure.

Valley County Water District
Jose L Martinez, Resource GM
909-973-9553 $5M 2023
San Gabriel Valley Water Company
Leo Barrera, Customer Service
626-448-6183
[email protected]
$11M+
Ongoing
Ongoing
$13M+
Fontana Water Company
Robert Muniz, Manager
909-822-2201
[email protected]
In Year 7 of upgrading 48,000 meter services to
Neptune Mach 10 R900i.

[email protected]
In Year 7 of Neptune Mach 10 R900i upgrade of 53,000
meter services. Left mechanical meters behind and reaping benefits of ultrasonic meters and enhanced revenue.

City of Monterey Park RFP Issued March 11, 2025
SECTION C. RESPONDER’S PROPOSAL (Entire section C shall be submitted with the proposal) Page C. 5

ACKNOWLEDGMENT OF SCOPE UNDERSTANDING
The Responder declares that he/she has carefully read and examined the plans, specifications, bid documents, and he/she understands the exact scope of the Project without question.

Name of Person who inspected the site: _____________________ Date of Inspection: _____________________

ADDENDA ACKNOWLEDGMENT
The Responder acknowledges receipt of the following Addenda and has included their provisions in this Proposal:

Addendum No.___________________ Dated________________
Addendum No.___________________ Dated________________
Addendum No.___________________ Dated________________
Addendum No.___________________ Dated________________
Addendum No.___________________ Dated________________
Addendum No.___________________ Dated________________

EQUAL EMPLOYMENT OPPORTUNITY (EEO) COMPLIANCE
RESPONDER certifies that all previous contracts or subcontracts, all reports which may have been due under the requirements of any Agency, Site, or Federal equal employment opportunity orders have been satisfactorily filed, and that no such reports are currently outstanding.

AFFIRMATIVE ACTION CERTIFICATION
RESPONDER certifies that affirmative action has been taken to seek out and consider minority business enterprises for those portions of work to be subcontracted, and that such affirmative actions have been fully documented, that said documentation is open to inspection, and that said affirmative action will remain in effect for the life of any contract awarded hereunder. Furthermore, RESPONDER certifies that affirmative action will be taken to meet all equal employment opportunity requirements of the contract documents.
1 2
3 March 24, 2025
March 25, 2025
April 1, 2025
Matt Rizzo
April 16, 2025

City of Monterey Park RFP Issued March 11, 2025
SECTION C. RESPONDER’S PROPOSAL (Entire section C shall be submitted with the proposal) Page C. 6

INSURANCE REQUIREMENTS
To be awarded this contract, the successful Responder shall procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below:

Type of Insurance Limits Per Occurrence
Commercial general liability: $2,000,000
Business automobile liability $2,000,000
Workers’ compensation Statutory requirement.

Commercial general liability insurance shall meet or exceed the requirements of ISO-CGL Form No. CG 00 01 11 85 or 88. The amount of insurance set forth above shall be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies shall be endorsed to name the City, its officials, and employees as “additional insureds” under said insurance coverage and to state that such insurance will be deemed “primary” such that any other insurance that may be carried by the City will be excess thereto. Such endorsement shall be reflected on ISO Form No.

CG 20 10 11 85 or 88, or equivalent. Such insurance shall be on an “occurrence,” not a “claims made,” basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to the City.

Automobile coverage shall be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto).

The Contractor shall furnish to the City duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement, endorsements as required herein, and such other evidence of insurance or copies of policies as may be reasonably required by the City from time to time. Insurance shall be placed with admitted insurers with a current A.M. Best Company Rating equivalent to at least a Rating of “A:VII.” Certificate(s) shall reflect that the insurer will provide thirty (30) day notice of any cancellation of coverage. The Contractor shall require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any notice provisions.

By signing this form, the Responder certifies that it has read, understands, and will comply with these insurance requirements if it is selected as the City’s Contractor. Failure to provide this insurance will render the Responder’s proposal “nonresponsive.”
Responder’s Name:

Authorized Signature:

Name and Title:

Date:

Ferguson Enterprises, LLC dba Ferguson Waterworks
Matt Rizzo, Director of Meter and Automation
__
Apri
______
l 16, 2025
___

City of Monterey Park RFP Issued March 11, 2025
SECTION C. RESPONDER’S PROPOSAL (Entire section C shall be submitted with the proposal) Page C. 7 PUBLIC CONTRACT CODE SECTION 7106
Non-collusion Declaration by Responder
The undersigned declares:

I am the ___________________________ of _____________________________________, the party making the foregoing proposal.

The proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The proposal is genuine and not collusive or sham. The Responder has not directly or indirectly induced or solicited any other Responder to put in a false or sham bid. The Responder has not directly or indirectly colluded, conspired, connived, or agreed with any Responder or anyone else to put in a sham bid, or to refrain from bidding. The Responder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the Responder or any other Responder, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other Responder. All statements contained in the proposal are true.

The Responder has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, to effectuate a collusive or sham proposal, and has not paid, and will not pay, any person or entity for such purpose.

Any person executing this declaration on behalf of a Responder that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the Responder.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Responder’s Name:

Authorized Signature:

Name and Title:

Date:

Ferguson Enterprises, LLC dba Ferguson Waterworks
Matt Rizzo, Director of Meter and Automation
Director of Meter and Automation
Ferguson Enterprises, LLC dba Ferguson Waterworks
__
Apri
______
l 16, 2025
___

City of Monterey Park RFP Issued March 11, 2025
SECTION C. RESPONDER’S PROPOSAL (Entire section C shall be submitted with the proposal) Page C. 8 PUBLIC CONTRACT CODE SECTION 10162
In conformance with the above Public Contract Code Section, the Responder hereby declares under penalty of perjury under the laws of the State of California that the Responder any officer of such Responder, or any employee of such Responder who has a proprietary interest in such Responder has never been______ has been______ (indicate YES or NO after applicable answer) disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of a violation of law or a safety regulation, and if so to explain the circumstances.

If the answer is has been YES explain the circumstances below:

Responder’s Name:

Authorized Signature:

Name and Title:

Date:

Ferguson Enterprises, LLC dba Ferguson Waterworks
Matt Rizzo, Director of Meter and Automation
Ferguson Enterprises, LLC's ("Ferguson") Houston branch, a recent acquisition at the time, was convicted of price fixing in federal court in 1994. Ferguson cooperated with the authorities in the investigation of this matter and the individual involved did not continue to be employed by Ferguson. Only Ferguson's Houston, TX branch was debarred from federal contracts from April 1994 to April 11, 1996. Ferguson has not been otherwise debarred from any state or federal contracts NO YES
__
Apri
______
l 16, 2025
___

City of Monterey Park RFP Issued March 11, 2025
SECTION C. RESPONDER’S PROPOSAL (Entire section C shall be submitted with the proposal) Page C. 9 PUBLIC CONTRACT CODE SECTION 10232
In conformance with above Public Contract Code Section, the Responder hereby declares under penalty of perjury under the laws of the State of California that no more than one final, unappealable finding of contempt of court by a federal court
has not been______ has been______ (indicate YES or NO after applicable answer) issued against the Responder within the immediately preceding two-year period because of the contractor's failure to comply with an order of a federal court which orders the contractor to comply with an order of the National Labor Relations Board. For purposes of this section, a finding of contempt does not include any finding which has been vacated, dismissed, or otherwise removed by the court because the contractor has complied with the order which was the basis for the finding.

Responder’s Name:

Authorized Signature:

Name and Title:

Date:

Ferguson Enterprises, LLC dba Ferguson Waterworks
Matt Rizzo, Director of Meter and Automation
__
Apri
______
l 16, 2025
___
YES NO

City of Monterey Park RFP Issued March 11, 2025
SECTION C. RESPONDER’S PROPOSAL (Entire section C shall be submitted with the proposal) Page C. 10 PUBLIC CONTRACT CODE SECTION 10285.1
In conformance with above Public Contract Code Section, the Responder hereby declares under penalty of perjury under the laws of the State of California that the Responder or any partner, member, officer, director, responsible managing officer, or responsible managing employee thereof has never been______ has been______ (indicate YES or NO after applicable answer) convicted within the preceding three years by a court of competent jurisdiction of any charge of fraud, bribery, collusion, conspiracy, or any other act in violation of any state or federal antitrust law in connection with the bidding upon, award of, or performance of, any public works contract, as defined in Public Contract Code Section 1101, with any public entity, as defined in Public Contract Code Section 1100, including, for the purposes of this article, the Regents of the University of California or the Trustees of the California State University.

Responder’s Name:

Authorized Signature:

Name and Title:

Date:

Ferguson Enterprises, LLC dba Ferguson Waterworks
Matt Rizzo, Director of Meter and Automation
YES NO
__
Apri
______
l 16, 2025
___

City of Monterey Park RFP Issued March 11, 2025
SECTION C. RESPONDER’S PROPOSAL (Entire section C shall be submitted with the proposal) Page C. 11

RESPONDER INFORMATION
Responder’s Name: _________________________________________________________ Address: _______________________________________________________________ Form of Legal Entity: _________________________________________________________ If a Corporation, State of Incorporation: _______________________________________ State Contractor’s Class and License No.: _______________________________________ Contact Person Information:

Name: ________________________________ Title: ________________________________ E-mail: ________________________________ Tel: ________________________________ The following are the names, titles, addresses, and phone numbers of all individuals, firm members, partners, joint venturers, and/or corporate officers having a principal interest in this proposal:

The date(s) of any voluntary or involuntary bankruptcy judgements against any principal having an interest in this proposal are as follows:
____________________________________________________________________________ ____________________________________________________________________________ All current and prior DBA’S, alias, and/or fictitious business names for any principal having an interest in this proposal are as follows:
____________________________________________________________________________ ____________________________________________________________________________ Previous contract performance history:

Was any contract terminated previously? _______
If the answer to the above is “yes”, provide the following information:

Ferguson Enterprises, LLC dba Ferguson Waterworks
751 Lakefront Commons, Newport News, VA
Limited Liability Corporation
Virginia
Ferguson Enterprises, LLC dba Ferguson Waterworks
No
Adam Milauskas AMI/AMR Specialist
[email protected] (949) 467-4758
N/A
Class A - ROC278489
____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ Matt Rizzo, Director of Meter and Automation, (269) 459-0736, [email protected] Adam Milauskas, AMI/AMR Specialist, (949) 467-4758, [email protected]

City of Monterey Park RFP Issued March 11, 2025
SECTION C. RESPONDER’S PROPOSAL (Entire section C shall be submitted with the proposal) Page C. 12 Contract/project name and number:___________________________________________ Date of termination:________________________________________________________ Reason for termination:_____________________________________________________ Owner’s name:___________________________________________________________ Owner contact person and tel. no.: _________________________________________ IN WITNESS WHEREOF, RESPONDER executes and submits this proposal with the names, titles, hands, and seals of all aforementioned principals this ____ day of ___________, 20__.

RESPONDER ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ Subscribed and sworn to this _____ day of _______________, 20__.

NOTARY PUBLIC _______________________________________________________________ 9th April 25
Matthew Rizzo - Director of Meter and Automation
State of Florida
County of Pasco
Calita Feagins
___ Personally Known OR ___ Produced Identification
Type of Identification Produced _______
9th April 25
Notarized remotely online using communication technology via Proof.

Drivers License

ATTACHMENT 2:

COST SCHEDULE

ATTACHMENT 1:

PROJECT

SPECIFICATIONS

City of Monterey Park, CA Advanced Metering Infrastructure System
APPENDICES – ATTACHMENT 1 – PROJECT SPECIFICATIONS
AMI Specifications
Transmitters
Describe the process for collecting reads in AMR mode and at what interval AMR receives reads.

Neptune's R900® System is designed to enhance the efficiency and automation of meter reading processes, regardless of the reading method used, such as walk-by, mobile, or fixed network. The system ensures reliable communication by transmitting meter consumption and alarm data redundantly in both mobile and fixed network messages, addressing all aspects of AMR and AMI reading.

Neptune’s LoRaWAN® endpoint interrogates the register every 15 minutes and transmits meter readings to the data collection system on an interleaved basis in two ways:

Standard Mobile Messages are transmitted every 20 seconds at 100 mW output power. Optimized for mobile AMR data collection, the Standard Mobile Message includes the RF ID number, most recent 15- minute interval meter reading value, and the reverse flow, tamper & leak flags.

Fixed Network LoRaWAN Messages are transmitted every 3 hours at 1-Watt output power. Optimized for fixed network AMI data collection, the packet includes 12 time-synchronized hourly readings, including the endpoint ID, as well as reverse flow, tamper and leak flags.

Describe the transmitter design and communication protocol, specifically detailing what the default transmission level for sending data from the transmitter to the collectors and from the collectors to the AMI server (e.g., 1 watt versus 2 watt, licensed versus unlicensed) and describe in detail.

Neptune’s LoRaWAN endpoint operates within the 902-928 unlicensed RF band which eliminates the burden of obtaining FCC licenses to operate the AMI network. The endpoint utilizes open-standards LoRaWAN technology for operation in the FCC 902-908 unlicensed ISM band. The endpoint uses Chip-Spread Spectrum modulation with a radiated power output of up to the 1-Watt FCC limit to facilitate consistent AMI readings. No special license is required.

Can the default transmission power level be changed? Describe the conditions for AMI and AMR transmissions as a dual mode operation or reprogramming condition.

Neptune’s LoRaWAN endpoint operates in a single mode programmed from the factory. There are many reasons for this mode of operation, mainly to preserve the 20-year battery life of the endpoint and also avoid catastrophic failure scenarios. The LoRaWAN endpoint interrogates the register every 15 minutes and transmits interleaved fixed network messages for the LoRaWAN AMI network eight (8) times per day. Each fixed network message provides twelve (12) hourly reading intervals. This upload interval of three hours for the LoRa AMI message is fixed and cannot be changed, thus providing a guaranteed 20-year life.

Standard Mobile (AMR) Messages are transmitted every 20 seconds at 100 mW output power.

Fixed Network LoRaWAN (AMI) Messages are transmitted every 3 hours at 1-Watt output power. 66

City of Monterey Park, CA Advanced Metering Infrastructure System
Does the transmitter pick up the alarms generated by the meter/register? Please describe alert compatibility of transmitter considering meter type. Identify if there alerts that are not capable to be received by the proposed transmitter solution.

The Neptune R900® System endpoints are designed to detect various flow-related events, including continuous flow, low flow leaks, high consumption, backflow, and zero consumption days, which may indicate tampering. The system periodically checks the attached register to identify these events and includes them in its regular transmissions.

Describe in detail the impact resistant and weather proofing characteristic of the transmitter along with environmental tolerances.

Neptune’s endpoint is purposely engineered to withstand challenging outdoor conditions, including exposure to exterior walls and meter pits. These devices are completely waterproof and sealed rigorously tested to meet and even exceed the IP68 standard. The waterproof potting material effectively shields and safeguards the circuit board and battery of Neptune's endpoints for dependability and function in a waterlogged pit environment or when exposed to dampness.

Item Description Temperature
Operating Temperature -22° to 149° F
Storage Temperature -40° to 185° F
Operating Humidity 0% to 100% non-condensing relative humidity Describe all the alarms generated by the transmitter with specificity; i.e. cut cable, register no communications, low battery.

Neptune proposed R900® System provides a unique error code for a tamper event, such as a cut wire condition (tamper conditions). These are transmitted as flags within the fixed network message to Neptune 360 as part pf its standard periodic meter reading transmission. Cut wire (tamper) condition, results in a “no read” condition, represented by “all colons” (::::::::) in the readings field. The AMI Solution Software provides standard “tamper” reports which include both types of tamper conditions.

The R900 LoRaWAN endpoint also transmits continuous flow/leak flag, freeze warning, and empty pipe flags as part of its regular scheduled transmissions.
67

City of Monterey Park, CA Advanced Metering Infrastructure System
Below is a table of additional detail of how alarms are generated and transmitted:

Alarm Name
or Condition
Brief
Description
What
Triggers
Alarm
Where
Alarm
Appears
When is
Alarm
Transmitted
Alarm
Triggered
by?
Automatical
ly
Cancelled?
How Alarm
is Resolved/
Cancelled
Reverse
Flow
Detects
major and
minor
reverse flow
events
Major and
Minor
reverse flow
events
Neptune
360 KPIs,
reporting,
and
customer
service
inquiries
With meter
reading
transmission
s
Endpoint
Yes.

Available in
historical
data.

After 24
hours
without a
reverse flow
event.

No Flow
Detects
accounts
with no flow
No flow
condition
within user
configured
date range
Neptune
360
reporting
With meter
reading
transmission
s
Neptune
360
Yes.

Available in
historical
data
When flow
exists within
user
configured
date range
Cut wire
Detects a
cut
meter/endp
oint wire
Cut wire
condition
Error
Code/Neptu
ne 360
reporting
With meter
reading
transmission
s
Endpoint
Yes.

Available in
historical
data
When the
connection
between
meter and
endpoint is
restored
Register
change
Detects a
register
change
Register ID
changes
unexpectedl
y
Error
Code/Neptu
ne 360
reporting
With meter
reading
transmission
s
Endpoint
Yes.

Available in
historical
data
When the
connection
between
meter and
endpoint is
restored
Invalid
Register
Detects an
invalid
register ID
or type
Invalid
register
ID/Type
Error
Code/Neptu
ne 360
reporting
With meter
reading
transmission
s
Endpoint
Yes.

Available in
historical
data
When the
connection
between
meter and
endpoint is
restored
Invalid
Reading
Data
Detects
invalid
reading data
Invalid
reading data
format
Error
Code/Neptu
ne 360
reporting
With meter
reading
transmission
s
Endpoint
Yes.

Available in
historical
data
When the
connection
between
meter and
endpoint is
restored
Does the transmitter have multiple ports for reading more than one register? Indicate the total amount of ports and what the purpose of the ports serve for your proposed solution.

Neptune does not offer a dual port option for its R900® System endpoints. To optimize performance and support a 20-year battery life, R900 endpoints can only be connected to a single register. If a third-party register supports Sensus UI 1203 protocol, it can be read by Neptune's endpoint, and the single reading will be transmitted to the Neptune 360 cloud platform.
68

City of Monterey Park, CA Advanced Metering Infrastructure System
Describe how the transmitter is programmed and options or features related to when and where the transmitter can be programmed. Please identify if there are any limitations in dial reads between transmitter and register.

No programming or provisioning is required to configure the system endpoint for installation, trouble shooting, or maintenance.

Neptune's endpoint design facilitates ease of use with no programming required for installation or thereafter. The endpoint comes pre-configured from the factory in a single mode that supports mobile AMR and AMI fixed network simultaneously. The endpoint is shipped in a "deep sleep", non-operating/transmitting mode to maximize battery life.

The endpoint automatically detects the type of encoder register connected to the endpoint following installation. A magnet swipe across the endpoint enclosure will "wake" it up and start transmissions.

The endpoint's “auto-detect” feature automatically scans and detects the appropriate register protocol, allowing a quick and error free install operation. Each of Neptune’s endpoints has a unique 9-digit ID number. These unique identification numbers are included as part of the message, so that each meter reading can be identified in the meter reading system.

After the endpoint is properly installed, the field service personnel would magnet swipe the endpoint and then input the endpoint ID into the Field Manager app (either keying in the number or scanning the barcode with the camera on their device), which calls Neptune® 360TM to return any information being received by Neptune 360 from that endpoint. This process can take up to two minutes after the magnet swipe.

Installation of Neptune’s R900 System endpoints signal quality can be quickly verified with the Neptune 360 Field Manager app that is compatible with both Android and iOS devices.

Network Infrastructure
Responder must provide the radio frequency, transmitting power output, and available bandwidth of the communication system between transmitter and collector. Describe the process of commissioning a transmitter, indicate whether there are any reports or tools to validate connectivity to the network at the time of install or after.

The endpoint utilizes open-standards LoRaWAN technology for operation in the FCC 902-908 unlicensed ISM band.

The endpoint uses chip-spread spectrum modulation with a radiated power output of up to the 1-Watt FCC limit to facilitate consistent AMI readings.

Factors such as terrain, climate conditions, vegetation, architectural structures, other forms of construction, peak usage times, customer devices, and additional variables can lead to a decline in communication quality and impact the rate of successful reads. It is challenging to quantify the exact percentage of bandwidth loss attributable to these elements due to the diverse nature of each site.

Neptune's endpoint design facilitates ease of use with no programming required for installation or thereafter. The endpoint comes pre-configured from the factory in a single mode that supports mobile AMR and AMI fixed network simultaneously. The endpoint is shipped in a "deep sleep", non-operating/transmitting mode to maximize battery life.

The endpoint automatically detects the type of encoder register connected to the endpoint following installation. 69

City of Monterey Park, CA Advanced Metering Infrastructure System
Neptune's LoRaWAN® endpoints are registered/provisioned with the appropriate with the LoRaWAN network prior to shipping as part of a secure, automated process. When the endpoint is installed, a simple magnet swipe on the endpoint initiates a secure join process that allows the endpoint to authenticate to the network with its unique device credentials. The join process is protected with AES 128-bit cryptography and replay protected, and Invalid devices and replay attempts are rejected by the network. Neptune 360 Field Manager app can be used to verify communication prior to leaving the premises.

After the endpoint is properly installed, the field service personnel would magnet swipe the endpoint and then input the endpoint ID into the Field Manager app (either keying in the number or scanning the barcode with the camera on their device), which calls Neptune® 360TM to return any information being received by Neptune 360 from that endpoint.

The Neptune software application Neptune 360 includes a system “health screen” that provides a dashboard view of key performance indicators that are used to provide system status information for collection devices and endpoints that are installed at the utility. Priority notifications can be configured to show critical, warning, and normal status.

Describe capabilities and protections of proposed network that will identify and remove interlopers on the licensed frequency(ies) or overpowered signals on unlicensed frequencies. Describe the qualifications and capabilities available to the City for frequency quality checks utilizing a spectrum analyzer or other methods of troubleshooting and optimizing the wireless network.

The R900® System LoRaWAN® endpoint operates within the unlicensed ISM band which is regulated by the FCC.

These regulations limit characteristics to allow coexistence of massive numbers of devices operating within the band.

Additionally, LoRa transmissions utilize frequency hopping spread spectrum (FHSS) and a derivative of Chirp Spread Spectrum (CSS) to minimize the potential for RF interference from other devices. LoRa transmissions are inherently resistant to in-band and out-of-band interference, maximizing the RF performance in the presence of other wireless devices. LoRaWAN architecture utilizes Adaptive Data Rate (ADR) technology which allows the LoRaWAN network to optimize endpoint performance while minimizing the impact on neighboring devices by adjusting the modulation parameters of LoRa transmissions.

Describe the true two-way characteristics of the proposed solution from the HES to the transmitter.

The LoRaWAN network supports two-way communication between the endpoints and the Neptune 360 platform.

Neptune’s R900 System LoRaWAN endpoint is a Class A certified device that leverages the industry-leading standards-based LoRaWAN connectivity to achieve long-range, secure and two-way communication for AMI meter reading.

Describe the mode of operation and schedule by which the collector receives, stores, and sends data received from transmitters back to the AMI server including standard packet sizes and retention capabilities at the transmitter and the HES.

Neptune’s LoRaWAN® endpoints transmit consumption data every three (3) hours via the LoRaWAN gateways directly to Neptune® 360TM platform. The LoRaWAN® gateways continuously forward received traffic to Neptune 360. The packet delay from the endpoint to Neptune 360 depends on a variety of factors, including the backhaul connection.

Typical delay times from endpoint packet transmission to the software is 100-200 milliseconds with a maximum delay of one (1) second.
70

City of Monterey Park, CA Advanced Metering Infrastructure System
Describe provisions, such as firewalls, encryption, and utilization of certificates, to ensure integrity of data and programming, and prevent unauthorized reprogramming of transmitters. Please describe these protections and the process of alerting the utility of attempted or successful intrusion.

Neptune’s R900 System LoRaWAN endpoint and the LoRaWAN network design ensure data integrity and security with industry-standard IEEE 802.15.4 security protocols, including NIST-approved AES cryptographic algorithms. Each Neptune endpoint features a unique 128-bit AES encryption key and a globally unique identifier assigned by the IEEE Registration Authority. Payload data is encrypted end-to-end, providing secure transmission at both the network and application layers. Network MAC commands and payload data are authenticated, protected from alterations, and encrypted to prevent interception by unauthorized entities.

The system’s end-to-end encryption does not complicate installation, maintenance, or troubleshooting. Once installed, the endpoint automatically connects securely to the LoRaWAN network without requiring further programming. Field verification of endpoint operation can be performed using the R900 manager app on a smartphone or tablet. Key components of the LoRaWAN network include the Security Server (Join Server), the Network Server, and the Application Server. The Join Server manages endpoint security services, including identity verification and network session key generation. The Network Server oversees all radio frequency hardware, while the Application Server handles data encryption/decryption and generates application session keys, ensuring secure communication between endpoints and the cloud infrastructure.

The LoRaWAN protocol mandates that all data is encrypted and protected by a cryptographic Message Integrity Check (MIC) to verify message authenticity and prevent modification. Each payload is AES-encrypted and includes a frame counter to avoid packet replay and a MIC to prevent tampering. Upon receiving a message, network servers compare the MIC signature with the one generated by the endpoint’s Network Session Key. If they match, the message is authenticated and routed to the Application Server.

The Neptune 360 platform employs AES-256-bit encryption to secure its database, storing sensitive data in an encrypted or hashed format. The network is segmented into Public and Private Layers, with all traffic encrypted over TLS. Load balancers route valid web traffic to the Public Layer via a firewall, while web requests ensure secure communication to the Private Layer, protecting against SQL injection and other threats. Traffic between layers is restricted by default, further enhancing security.

Responder should describe the proposed redundancy of network devices to the endpoints planned for the presented network design.

Neptune's R900 LoRaWAN® System provides several mechanisms for redundancy to ensure performance of the System.
• The fixed network reading provides 4x redundancy for each hourly meter reading to provide backfill capabilities in the event of a missed reading.
• The R900 System provides a secondary reading method via drive-by in the event of an AMI network outage for 96 days of hourly meter readings.
• Neptune engineers’ redundancy into each and every network design and build out, starting with our in-house propagation study.
71

City of Monterey Park, CA Advanced Metering Infrastructure System
Indicate the mode of operation and schedule by which the repeater captures, stores, and re- transmits data received from transmitters back to the collector if applicable.

Neptune's LoRaWAN® endpoints transmits hourly data every 3 hours to Neptune's LoRaWAN® gateways. The LoRaWAN gateways immediately forwards all received data to Neptune 360. The endpoint is capable of storing/retaining up to 96 days of hourly meter reading data. Neptune's network infrastructure is designed and optimized to operate without the need for repeaters.

The Responder will be required to conduct a comprehensive network site plan including materials and specifications as well as detailed site diagrams and submit to the City for review and approval prior to installation.

Ferguson Waterwork’s in-house Project Management team will work closely with City Staff to develop a site plan for each Gateway location and installation. The Ferguson PM team will perform site surveys with our sub-contractor and document each site by taking notes and photos, which then will be turned into a detailed site plan. Each location will be treated as its own construction project. The site plans will be turned over to the City for their own internal documentation of network design.

Indicate the recommended locations, elevations, and mounting options for collector placement.

The LoRaWAN gateway configuration is flexible to either be installed at the base with antenna mounted on the tower as well as the gateway being mounted at the top alongside the antenna. Antenna heights are determined from the propagation study. Mounting bracket and other details depend on the site locations provided by the utility.

Describe the approach for planning and constructing the network including detailed information on materials and resources for installation.

The approach for designing the AMI system process encompasses data analysis, site evaluations, Neptune propagation modeling, and implementation planning as detailed below. • Initial Asset Evaluation and Validation:
o Analysis of client-supplied GIS data, network maps, and meter locations with discrepancies being identified and resolved, ensuring data accuracy.
o Existing infrastructure, like poles and towers, are assessed remotely for suitability, potentially reducing deployment costs.
• On-Site Feasibility Assessments:
o Physical site visits validate data and identify real-world constraints, such as terrain, building obstructions, and accessibility issues.
o Potential gateway locations are evaluated for power availability, coverage, and security considerations.
• Advanced Propagation Modeling:
o Neptune software simulates RF signal propagation, optimizing gateway placement and antenna configurations for maximum coverage and reliability.
o This analysis minimizes infrastructure costs by determining the fewest gateways needed to achieve desired performance.
• Detailed Site Planning and District Approval:
o Comprehensive site plans, including equipment specifications, antenna placement, and power/communication connections, are developed.
o These plans are presented to the district for thorough review and approval, ensuring alignment with their requirements.
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• Pre-Construction and Installation Execution:
o A pre-construction meeting aligns all stakeholders, establishing clear communication and safety protocols.
o A detailed installation schedule ensures efficient and timely deployment Indicate options for mounting repeaters and power source options. If powered by a battery indicate guaranteed life of the battery.

Neptune engineers’ redundancy into the design of the AMI network, meaning they expect each endpoint to communicate to multiple gateways. Repeaters are not part of the proposed solution.

What is the proposed power source(s) for the collectors? (110 AC, PoE, UPS) The LoRaWAN® gateway comes with an outdoor-rated UPS (Uninterruptible Power Supply) that requires nominal 120V AC power. The gateway is either feed directly by the UPS or by a PoE (Power Over Ethernet) injector connected to the UPS. Solar power options are also available for Neptune's gateways.

Please specify if the proposed network is capable of utilizing internal cellular backhaul and/or a point-topoint microwave option if required.

The LoRaWAN gateway contains a cellular modem for cellular backhaul and an Ethernet port for connecting into an ethernet or similar backhaul network.

Describe the electrical surge protection capabilities and devices for the proposed network.

Neptune’s LoRaWAN gateways utilized for the AMI network provide electrical isolation and protection against static discharge and other over voltage events such as lightning. This includes primary lightning surge suppression on the Direct DC power port, the Copper Ethernet port, the GPS antenna port and the RF antenna ports. The primary lightning protectors can bridge the interface isolation boundary during over-voltages. If the cellular antenna is mounted externally, an external mounting kit is provided which include a surge suppressor for that interface.

Outline how the system preserves data should power to a collector/repeater be lost. Detail the storage capabilities of read data within the network devices.

Neptune’s R900 System gateways are powered via UPS (Uninterruptible Power Supply) which provides up to 18 hours of battery back-up power in the event of a power outage.

Neptune's R900 System LoRaWAN gateways do not store metering and alarm information because they continuously transmit received data to Neptune 360 platform and because the AMI network is designed with built-in redundancy.

Additionally, the endpoint stores 96 days of hourly reading interval data which can be retrieved in the field via RF activated data logging.

Indicate the recommended maintenance intervals, useful life expectancy, code or firmware upgrades and associated procedures for the collectors.

The LoRaWAN gateway is ultra-reliable and requires minimal maintenance. It cannot be opened for servicing of internal parts. Annual maintenance of the gateway is recommended. The typical annual maintenance schedule for the gateway should include inspection of the system components near ground level. The UPS battery is designed for a 10-year life span, and it should be tested annually to determine when the battery needs to be replaced. 73

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The proposed solution must provide access to network applications (software), including third- party applications if a component of the proposed network solution. The City should have access capabilities for transmitter and network devices.

Neptune® 360™ platform is a hosted solution which all management of the software is the responsibility of Neptune.

Neptune 360 provides performance evaluation and troubleshooting tools for the collectors and endpoint devices.

Access to the Neptune 360 and field manager applications are available to users with access credentials.

Describe the capabilities of the City to access data on network and transmitter health and performance, including, but not limited to, received signal strength indicator, signal to noise ratios, packet success rates, channel utilization, backhaul performance, etc.

Neptune® 360™ provides an operational system health dashboard that provides a view of Key Performance Indicators used to provide system status information to include collector health, endpoint health, and system wide consumption analysis.

Alarms can be configured to notify the Utility of Endpoint and Gateway status events. Additionally, Neptune provides an endpoint maintenance report which highlights devices that have reading issues and errors. The Neptune Field Manager App shows signal quality metrics (RSSI, SNR, etc.) List active alerts the City will have access to and how the alerts may be configured.

Neptune 360 provides alert notifications via email for alerts such as continuous, intermittent leaks, major and minor reverse flow, invalid readings, and inactive accounts with usage. These options can be configured, and users can opt in to receive email notifications when these events occur. In addition, alert notifications can be provided in the event a gateway goes offline and stops communication with Neptune 360. Any user that has credentials to access Neptune 360 has the capability to opt in to receive email notifications if an event occurs.

Indicate any additional benefits beyond meter reading the Utility could incorporate into their daily operations using the proposed network system.

Additional benefits of the LoRaWAN® solution for the utility are as follows:
• Enhanced Data Analytics: The proposed network system can facilitate advanced data analytics, enabling utilities to perform more accurate demand forecasting and optimize resource management. • Remote Monitoring: Utilities can leverage the network for remote monitoring of critical infrastructure, such as pipelines and transformers, thereby minimizing the necessity for frequent physical inspections and allowing for swift issue resolution.
• Leak Detection: The system can support sensors designed to detect leaks in water or gas lines, contributing to waste prevention and cost reduction.
• Energy Management: By gaining deeper insights into consumption patterns, utilities can optimize energy distribution and manage peak load demand more effectively. • Environmental Monitoring: The network can accommodate sensors for environmental monitoring, including air quality and weather conditions, which aids in regulatory compliance and strategic planning. • Improved Customer Engagement: Access to comprehensive usage data enables utilities to provide customers with insights into their consumption habits, encouraging energy-efficient behaviors. • Asset Management: The network can facilitate the tracking of utility asset conditions and performance, supporting maintenance scheduling and prolonging asset lifespan. • Security Enhancements: The system can support security applications, such as surveillance and intrusion detection, to safeguard critical infrastructure.
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• Operational Efficiency: By automating routine tasks and streamlining processes, the network can enhance overall operational efficiency and reduce operational costs. • Regulatory Compliance: The network can assist in ensuring compliance with regulatory requirements by providing accurate and timely data for reporting purposes.

Describe the forward compatibilities of the network for new products planned within a fifteen- year operational period. Vendor to describe capabilities of proposed network to support future products.

Neptune designs its products and systems for ease of use and interoperability to ensure forward and backward compatibility, reducing concerns about obsolescence or stranded assets. Unlike a change-out model, Neptune’s build-on approach guarantees future compatibility while utilizing existing R900 technology. Neptune’s software remains forward compatible with future systems to prevent stranded assets. New solutions are integrated and tested through Neptune's Cloud Platform Management system to maintain product compatibility. The utility can be assured that there are no plans to discontinue the proposed system and software.

Several features are on the roadmap for future releases, including weather data integration, multi-language support, SMS alerts, and benchmarking usage comparisons. These enhancements aim to further improve user experience and functionality.

Describe any Network as a Service offering including detailed standards (i.e., stock materials, response times, performance guarantees, accessibility to network performance reports, maintenance, troubleshooting) and present the Standard Service Level Agreement.

Ferguson is proposing a utility owned and operated LoRa WAN network. This type of network is extremely reliable and field-proven. Ferguson will provide one spare gateway at no cost, for the city to keep on site for any future maintenance issues.
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Systems & Software
Head End System (HES)
Responder shall describe the proposed software architecture, introducing the various components of the head-end system and analytics software, and provide a high-level overview of key interface points to conceptualize the data flow from meter to the utility's existing CIS, Data West BillMaster v6. InvoiceCloud The Neptune® 360™ software is built to utilize AWS (Amazon Web Services) for cloud hosting of the meter data. The architecture allows the utility to gather the readings with a minimal amount of hardware. Neptune 360 is accessible through an internet browser and offers a Customizable Dashboard with the flexibility to tailor information to meet specific business needs.

Users can personalize and design Key Performance Indicators (KPIs) for the Dashboard, selecting filters based on group, route, or endpoint status. This customization allows users to monitor data and insights more effectively, enabling them to take proactive actions earlier and make smarter decisions.

The key interfaces begin with the meter itself, as the meter transmits a 900 MHz LoRa signal every 3 hours to the collector. As the collector receives the reading, it continuously forwards the data to the AWS server via Ethernet or cellular backhaul. Once the data is on the server, it is accessible through the Neptune 360 site. Each site is separated by customer, and each user in a utility has a separate login for enhanced security and customized permissions.

Neptune 360 will integrate with CIS via an import file or via APIs. Neptune's My360 Consumer Portal is integrated with Invoice Cloud.

Responder shall detail how the proposed solution is compatible with other municipal software (i.e., WOM), and detail the functionality unique to these integrations, if any, and include any additional integration costs in the price worksheet.

Neptune 360 platform comes equipped with Application Programming Interfaces (APIs) designed specifically for sharing data with other applications utilized within the utility. If the vendor of the third-party application is equipped to consume Neptune’s APIs, the integration process efforts are minimal. Neptune currently uses APIs to integrate with work order solutions, hydraulic modeling, customer engagement and a list of additional third-party applications.

Responder shall describe any APIs (Application Programming Interfaces) that are currently available or soon to be released for the MDMS/HES that allow integration and data migration between any of the City's existing and future software vendors, especially their CIS and Customer Engagement Portal.

Neptune®360™ platform comes equipped with Application Programming Interfaces (APIs) designed specifically for sharing data with other applications utilized within the utility. If the vendor of the third-party application is equipped to consume Neptune’s APIs, the integration process efforts are minimal. Neptune currently uses APIs to integrate with work order solutions, hydraulic modeling, customer engagement and a list of additional third-party applications.

For additional data extraction, the Software has built-in API’s which allow for an easy and secure method to access meter reading data.
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List of Available API's:

API Description

1. Consumption Returns hourly consumption history within a data range for utility’s endpoint.

2. Endpoints
Returns a list and details of claimed endpoints for a utility. Include cycle/route. *Claimed endpoint is a meter/MIU that is associated with an account and imported in Neptune 360.

3. Last Readings Returns the last reading for each claimed endpoint of a utility.

4. Readings Returns captured readings within a date range for a utility’s claimed endpoints. It returns the latest reading within an hour. Includes register change out flag.

5. Gateways
Returns gateways and collectors for a utility within a date range. It also returns the heard endpoint count for each gateway and collector with corresponding endpoint IDs.

6. Billing Export Returns a link to an export file.

7. Billing Import Returns the status of an import process.

Responder shall detail the export capabilities of all systems; the utility prefers the ability to export any report to Excel, PowerBI, PDF, CSV, or text file.

Neptune 360 platform provides export capabilities. Reports can be shared with others with the share feature and exported in Excel and .PDF formats.

Responder shall confirm if the City will have secure database access to create customized reports and exports as desired.

Currently, Neptune 360 does not support customized reports, but it is on the roadmap for future base release.

Neptune 360 platform includes several dashboard metrics that provides reporting analysis for system consumption, Top 10 accounts, complete, incomplete and skipped meters, continuous and intermittent consumption, major and minor reverse flow, as well as found meters. Neptune’s customizable dashboard enables the creation of customizable KPIs and reports through various filtering options. The reports offer date configuration and filtering options.

Additionally, users can customize reports by adding or removing columns through the table settings feature.

Neptune®360™ customizable design offers the flexibility to tailor information to meet specific business needs. Users can personalize and design Key Performance Indicators (KPIs) for the Dashboard, selecting filters based on group, route, or endpoint status. They can also choose from various visual layouts, such as donut charts, textual displays, or maps. This customization allows users to monitor data and insights more effectively, enabling them to take proactive actions earlier and make smarter decisions.

Feature Description
Customizable Views
Build out the dashboard the way you want it. Simply drag and drop KPI windows onto your blank wallpaper. Then sort, organize and even resize each KPI specifically how you want it to look.

Customizable KPIs
Format each data window that is most relevant to your day-to-day needs.

From displaying maps and charts to customized timeframes, edit the settings that work best to get you the insights you need.

Filtering Options Filter by group, route, or endpoint status for a new layer in generating detailed reports to help you and your team operate more efficiently. 77

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Responder to describe the different user permission levels and capabilities to interact with the MDMS.

Details around recommended permission levels for key positions of Field Technician, Customer Service Representative, Leadership, and Systems/Network Management should be described.

Neptune’s AMI solution is fundamentally structured around role-based management. This form of management limits access to certain features and functions, adhering to a principle of least privilege.

Neptune’s software application is designed with three pre-defined security access roles. Utility Administrator, Utility User, and View Only access. Each user will log in with their e-mail address and password. This function allows us to log who is accessing or making modifications to the system. The Administrator has full rights to all system components and changing system configuration settings, as well as creating users and their role assignments for other utility personnel. Supervisors can edit account data and modify system settings but cannot create users and assign roles.

A User and View Only User have restricted access to editing data and system configuration settings.

The Utility Administrator has full rights to all system components and changing system configuration settings, as well as creating users and their role assignment for other utility personnel. Access rights are controlled by the Utility Administrator and by Roles following a least privileged access model based on the individuals’ required duties.

Supervisors have the ability to edit account data, modify system settings but cannot create users and assign roles. A User and View Only User have restricted access to editing data and system configuration settings.

Neptune 360 has three additional user types, Utility User Utility Meter Reader, and Utility Read Only.

User Type Permissions Role
Utility User
Broad range of permissions, allows to
perform various tasks related to user
management, utility management, billing
services, and customer inquiry
• View and search users
• deactivate users
• send password resets
• view and edit codes, collectors, and
gateways
• import and export billing files
• view import/export details
• search and select accounts
• view consumption analysis
• manage soft disconnects
• access various reports
Utility Meter
Reader
Limited permissions. Focuses primarily on
tasks related to meter reading and data
logging
• View user profiles
• view dashboards
• search codes
• access data logs
• perform mobile meter reading tasks
• view various reports
Utility Read
Only
Most restricted permissions, primarily for
viewing information without making any
changes
• View dashboards
• search codes
• view import/export details
• view billing services settings
• search and select accounts
• view consumption analysis
• view comments
• access various reports
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Responder to describe if MDMS is to be hosted by the Prospective Responder on server hardware at a remote secure data center or, if the utility desires to manage onsite, what the server requirements are to do so. The City requires SOC2 compliance and US-based servers only.

Neptune®360™ platform is hosted in the US via Amazon Web Services (""AWS"") within a Tier 1 and ISO 27001 data center and covered by their disaster recovery policies and operating large-scale data centers. The data center electrical power systems are designed to be fully redundant and maintainable without impact to operations, 24 hours a day, and seven days a week. Physical access is strictly controlled both at the perimeter and at building ingress points by professional security staff utilizing video surveillance, intrusion detection systems, and other electronic means. Authorized staff must pass two-factor authentication a minimum of two times to access data center floors.

AWS only provides data center access and information to employees and contractors who have a legitimate business need for such privileges. When an employee no longer has a business need for these privileges, his or her access is immediately revoked. All physical access to data centers by AWS employees is logged and audited routinely. In addition, the data center electrical power systems are designed to be fully redundant and maintainable without impact on operations, 24 hours a day, and seven days a week.

Uninterruptible Power Supply (UPS) units provide back-up power in case of electrical failure for critical and essential loads in the facility. Data centers use generators to provide back-up power for the entire facility.

Neptune's platform is SOC 2 compliant.

If the solution proposed is SaaS, please describe all components included in the coverage, such as headend hardware and software, annual maintenance, licenses, support, etc.

The Neptune® 360™ data management platform is a user-friendly, cloud-based software that makes AMR and AMI meter reading data clearer and easier to interpret. Neptune 360 is offered as a subscription-based model with all data captured, processed, and housed within AWS in USA. This provides utilities with a scalable, reliable, and secure data management solution without the burden of infrastructure and IT resources for all software management activities. Monitored 24/7 from a world-class data center, Neptune 360 provides the highest level of security, redundancy, and disaster recovery services.

Neptune 360 provides a complete view of metering data and analytics while delivering the highest level of performance and application stability in support of utilities billing processes. On-demand access to more accurate critical data is provided and visible across departments to quickly identify potential leaks, excessive consumption, and reverse flow – improving customer response time and enabling proactive and efficient issue identification and resolution. All data can be viewed in a single user interface for any read method for Mobile AMR and Fixed Network AMI, Cellular AMI or a combination of any, all in one platform.

The platform has data storage capabilities for warehousing, cleansing, and processing all data received from various field metering and collections devices prior to data usage. It stores real-time online metering data for 24 months for long-term data analysis, and additional years of data storage are available upon request.

The platform comes equipped with Application Programming Interfaces (APIs) specifically designed for sharing and seamlessly integrating a variety of third-party software applications for Smart Water automation. Such APIs include Billing, Customer Engagement, Hydraulic Modeling, Distribution system sensor management as well as other applications.
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The system can accommodate an unlimited number of concurrent users. Each user must have an email address for accessibility to the system. This is a security measure to aid with forgotten passwords and password resets. The annual SaaS subscription includes an unlimited number of user licenses included within the platform and accessed through Google Play or iOS App Store and provides meter reading capabilities via drive-by, handheld, or a “Bring Your Own Device model (BYOD). Neptune 360 Mobile provides data logging capabilities for off-cycle meter readings for customer bill inquiries, and RF testing capabilities to ensure successful installation for Neptune radio endpoints.

Neptune’s mobile Bring Your Own Device technology provides direct wireless communication from the field to eliminate the need to bring mobile devices back into the office to synchronize information with the host software.

The mobile application is Android and iOS compatible and supports both standard phones and tablet devices.

The Neptune®360™ Mobile application allows for exception meter reading for AMI solutions, mobile meter reading, either drive-by, handheld, or BYOD for AMR utilities with AMR solutions. Neptune 360 allows the capture of optional backup of mobile reading data if not available via the fixed network for billing process purposes. Neptune 360 Mobile is designed to integrate with the platform application to provide exception meter reading and data logging through connection with Neptune’s mobile data collector and belt clip transceiver (BCT) collection hardware.

Responder must describe any unique features that their MDMS provides to assist in water conservation efforts and Customer Service outreach. Identify if any of these options have an additional cost.

The Neptune®360™ platform provides a dashboard monitoring tool that provides clear monitoring, measurement, and analysis of relevant data in key areas. The utility can create odd/even groups and track their consumption to aid in utility's water conservation program. Reporting capabilities are available for unbillable reads, high consumption, and missed readings. The dashboard is flexible, allowing users to create their own system views and customize each Key Performance Indicator (KPI) based on available filtering options such as group, route, endpoint status, and more. This customization empowers users to tailor their dashboards to monitor the metrics that matter most to them. Additionally, users can choose from various visual layouts, including donut charts, textual displays, and maps. Users can opt in to receive email notification system wide alarms. Furthermore, individual meter consumption can be viewed to analyze water patterns to assist with high water bill complaints.

Neptune’s software roadmap will introduce additional features related to water conservation including water restriction configuration, reporting, and notification, billed vs. pumped water analysis, along with AWWA water loss analysis integration.

Responder shall describe the processes for accessing data generated by the AMI system (meter, transmitter, collector). Please describe any software licensing limits, network application tool access limits.

To access the data generated by the AMI system, users will login to Neptune 360. Neptune’s software application is designed with three pre-defined security access roles. Utility Administrator, Utility User, and View Only access. Each user will log in with their e-mail address and password. Detail on access roles are provided in our above response.

The system can accommodate an unlimited number of concurrent users. Each user must have an email address for accessibility to the system. The annual SaaS subscription includes an unlimited number of user licenses.

This function allows us to log who is accessing or making modifications to the system. The Administrator has full rights to all system components and changing system configuration settings, as well as creating users and their role assignments for other utility personnel. Supervisors can edit account data and modify system settings but cannot create users and assign roles. A User and View Only User have restricted access to editing data and system configuration settings.
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The Utility Administrator has full rights to all system components and changing system configuration settings, as well as creating users and their role assignment for other utility personnel. Access rights are controlled by the Utility Administrator and by Roles following a least privileged access model based on the individuals’ required duties.

Supervisors have the ability to edit account data, modify system settings but cannot create users and assign roles. A User and View Only User have restricted access to editing data and system configuration settings.

Neptune®360™ has three additional user types, Utility User Utility Meter Reader, and Utility Read Only.

User Type Permissions Role
Utility User
Broad range of permissions, allows to
perform various tasks related to user
management, utility management, billing
services, and customer inquiry
• View and search users
• deactivate users
• send password resets
• view and edit codes, collectors, and gateways
• import and export billing files
• view import/export details
• search and select accounts
• view consumption analysis
• manage soft disconnects
• access various reports
Utility Meter
Reader
Limited permissions. Focuses primarily on
tasks related to meter reading and data
logging
• View user profiles
• view dashboards
• search codes
• access data logs
• perform mobile meter reading tasks
• view various reports
Utility Read
Only
Most restricted permissions, primarily for
viewing information without making any
changes
• View dashboards
• search codes
• view import/export details
• view billing services settings
• search and select accounts
• view consumption analysis
• view comments
• access various reports
Responder must describe any other unique features that their software provides to the City to improve overall utility operational efficiency and management of the AMI system.

The Neptune®360™ software platform offers unique features to enhance the operational efficiency and management of the AMI system for water utilities. It enables utilities to proactively notify consumers of potential leaks, helping to reduce water loss and address high water bill complaints. The software sends email alerts to selected utility personnel about potential leaks and provides notifications for major and minor reverse flows. Additionally, it includes a soft disconnect feature that alerts utility personnel if there is usage on accounts marked as disconnected, automatically generating notifications if usage is detected.
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The platform presents AMI data with frequent metering data collection, displaying consumption intervals to identify spikes in usage patterns, which assists in resolving customer complaints. For outlier meters, exception meter reading, and backup meter reading, the platform offers a "Bring Your Own Device" option. This allows utilities to use existing iOS and Android-compatible cellular phones or tablets to read exceptions and automatically synchronize metering data back to the office from any field location. This feature reduces the need for field personnel to travel to the office for uploading or downloading route information for mobile meter reading.

Vendor shall describe the resiliency for any MDM outage. Please describe the ability to have a local copy of the MDM at the City.

Neptune’s approach to Disaster Recovery (DR) and Business Continuity (BC) is to configure all services for highly availability in an “Active-Active” configuration except where a chance of data corruption exists from automatic failover.

This approach is a recommended best practice based upon our required level of availability.

To have a highly available platform, critical services for Neptune’s cloud platform span across two AWS Availability Zones (AZ). Availability Zones are distinct geographic locations that are engineered to be insulated from failures in other AZs. By spreading critical services for Neptune’s cloud platform in separate AZs, Neptune protects its services from the failure of a single location. Failover between Availability Zones is not automatic to minimize risk with potential data corruption that can occur with automated solutions.

Neptune’s platform has its own backup methodology built in. Database and log transportation file backups are performed every day in a 7-day rotation. The backups are stored to a volume directly attached to the database server.

These volumes have multiple replicas built into AWS’ cloud infrastructure. Daily and weekly EC2 instance snapshots (including the OS) are moved and stored to our provider’s object storage. Daily images are securely kept for two days and weekly for two weeks. The object storage is replicated across multiple data centers.

For an un-planned outage, Neptune will send out email notifications to all Neptune users. System maintenance will take place after business hours to prevent system availability during the utility’s scheduled business hours. The length of the downtime is based on the functions or corrections being implemented. Updates can last anywhere from 1 hour to 4 hours depending upon the type of update being imitated.

Responder shall describe what capabilities the Utility will have to modify existing reports or create new reports as desired, and any additional customization costs.

The Neptune 360 platform provides a powerful data analysis and reporting environment. The platform includes several dashboard metrics that provides reporting analysis for System Consumption, Top 10 Accounts, Complete, Incomplete and Skipped Meters, Continuous and Intermittent Consumption, Major and Minor Release Flow, as well as Found Meters. Neptune's customizable dashboard enables the creating of customizable KPI's and reports through various filtering options. The reports offer date configuration and filtering options.

Additionally, users can customize reports by adding or removing columns through the table settings feature.

Furthermore, users can create groups to segment data, including or excluding specific parameters.

Future developments within the software will allow utilities to build their own report. 82

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Listing of Neptune's standard reports:

Report Description
Alarm Notification
When using Neptune® encoded registers, alarm notifications from the endpoint are received on major flow and continuous and intermittent leak flags. The HES can be configured to send email notification to key utility personnel to act upon.

Top Ten
Consumption
Accounts
Neptune® 360 includes a dashboard metric that provides a list of the top ten consumption accounts and the volume of water they consumed over the last 7 days. This information can be ideal in identifying anomalies in usage patterns.

Total
Consumption
Analysis
The platform provides a metric that shows the total volume of consumption for each for the last 7 days for all meters that can be used for water audit programs and or future planning efforts.

Complete &
Incomplete
Readings
The number for complete readings represents meters with a valid reading within the last 10 days as of the previous day. The number for incomplete readings represents meters without a valid reading within the past 10 days.

Continuous and
Intermittent
Consumption
The number for continuous (or intermittent) consumption represents meters with at least one continuous (or intermittent) consumption flag received on the previous day.

Major and Minor
Reverse Flow
The number for major (or minor) reverse flow represents meters with at least one major (or minor) reverse flow flag received on the previous day.

Gateway Status
Reports the status of each gateway to determine if it is in a critical, warning, or normal status. Status information can be configured. This metric determines if a gateway is up or down.

Invalid Read
Report Readings that have been received that have a non-numeric digit with the reading.

Skip Codes A report that provides a list of accounts that have been coded to represent an issue reported during the infield capture of meter readings.

MACH 10® Battery
Status
A report that displays meters that have reported a low battery status during its data transmission to the host.

Comment Codes
Report
Provides In-Office personnel with information on any notes captured by the meter reader or field technicians.

Change Read
Parameters
This report displays a list of all meters for which a meter reader changed certain read parameters in the field.

Meter Readings
This report enables you to view meters within a route that have readings or notes captured. In addition, the report displays previous readings and reading method type (AMI vs AMR).

High
Consumption
A report that displays high consumption based on specified thresholds, Report can be configured by overage amount, number of days minimum threshold and meter size.

Inactive with Flow A report that displays meters that have been reported from CIS/billing as an inactive meter, but consumption has been reported.

Soft-Disconnect This report lists all accounts that are designated as Soft Disconnect for a specified date range and how much usage was reported during that time.

Found Meters A meter that is being heard over the network but has not been associated with an address passed from the CIS/billing software.

Endpoint
Consumption
This report displays the total consumption for a specific endpoint or for a group, on an hourly or daily basis for each date in the date range selected.

Endpoint
Maintenance
This report displays the endpoints that have invalid reads, never received a reading from, or past due. This report is designed for AMI metering.

Tamper Report This report displays endpoints that have triggered cut=wire, no flow and major and minor reserve flow which could all be indications of tamper.
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Days of Now Flow
(AMR)
This report shows all AMR closed-read meters that have had no flow during the last 35 days.

Days of
Consumption
(AMR)
This report shows all AMR closed-read meters that have shown consumption during the last 35 days. This report can help identify potential leaks.

High Low Limit
Fail
This report displays all endpoints closed that have exceeded the high and low limits defined for the utility, within the date range you select. If an endpoint fails the high low audit more than once within the date range, that endpoint displays multiple times on the report.

AMI No Flow
This report shows a list of all AMI closed-read meters that have no flow. Using this report, you can determine if there are physical meter issues, or other conditions such as theft that may exist that affect the ability to generate a bill for those meters.

Days of
Consecutive Flow
(AMI)
This report shows a list of AMI closed-read meters that have intermittent or continuous flow.
15-min Reading
Data
View 15-min reading data within the customer inquiry page. Allows for more granular data analysis.

Productivity
Report
This gives users insight into AMR meter reading operations by providing metrics for routes as well as showing comparisons to historical averages. The data is provided on a per route and per meter reader basis and includes drilldowns for both. A walk order detail view is also available to allow for granular analysis of how that route was read.

Responder should describe how their MDMS solution will be implemented and integrated with the HES, if separate, including how frequently it is refreshed with data received from collectors and how frequently that data is pushed to the MDMS.

The proposed Neptune®360™ platform functions as both the Head-End System (HES) and Meter Data Management System (MDMS).

The City captures and transmits register reads in cubic feet but may have a variety of resolutions and multipliers in use. Vendor shall describe the capability to accommodate different read resolutions and ability to convert interval usage data to other values (e.g., meter reads in 1/10th CF, transmits in CF, and can be set in MDMS to show or send read in HCF for some and CF for other meter types).

The Neptune®360™ software presents consumption data by the meter size and unit of measure provided from the import file from the utility's CIS. Neptune's platform allows for editing the meter size and unit of measure however, it only stays accurate until another billing file has been received. Therefore, it is critical to make changes in the CIS and pass to the AMI software through the billing transfer process. 84

City of Monterey Park, CA Advanced Metering Infrastructure System
Privacy and Security Requirements
Responder should describe in detail the cyber-security measures in place to protect the network, equipment, software, and customer data and provide compliance with, but not limited to, ISO/IEC 27017 and ISO/IEC 27018.

Neptune utilizes industry standard best practices for securing all data, whether in motion or stored, in all parts of the system. These include a minimum of AES-256 compliant encryption, proper data validation and sanitization checks, system logging, role-based security controls, and other OWASP best practices.

Network & Endpoint Security
Each Neptune endpoint features a unique 128-bit AES encryption key and a globally unique identifier assigned by the IEEE Registration Authority. Payload data is encrypted end-to-end, providing secure transmission at both the network and application layers. Network MAC commands and payload data are authenticated, protected from alterations, and encrypted to prevent interception by unauthorized entities.

The LoRaWAN protocol mandates that all data is encrypted and protected by a cryptographic Message Integrity Check (MIC) to verify message authenticity and prevent modification. Each payload is AES-encrypted and includes a frame counter to avoid packet replay and a MIC to prevent tampering. Upon receiving a message, network servers compare the MIC signature with the one generated by the endpoint’s Network Session Key. If they match, the message is authenticated and routed to the Application Server.

Software
The Neptune®360™ platform employs AES-256-bit encryption to secure its database, storing sensitive data in an encrypted or hashed format. The network is segmented into Public and Private Layers, with all traffic encrypted over TLS. Load balancers route valid web traffic to the Public Layer via a firewall, while web requests ensure secure communication to the Private Layer, protecting against SQL injection and other threats. Traffic between layers is restricted by default, further enhancing security. Neptune 360 security has been designed around least privileged access with individual user accounts and credentials and user activity logging. The platform is equipped with webbased account management allowing administrative tasks to be performed by operations personnel. Access to the software administrative portal is restricted to the Neptune Technology Group network.

Amazon maintains compliance with standards such as SOC1/SOC2, FedRAMP, and ISO27001 which further helps to ensure that your data is safe in the cloud. AWS has Multi-Tier Cloud Security Standard Level 3 (CSP) Certification.

AWS is fully ISO 27017:2015 Certified and fully ISO 9001:2008 Certified. Neptune's platform is SOC 2 compliant.

Responder should describe the data security in place to prevent and, in the instance of occurrence, recover, from cyberattacks and threats such as ransomware attacks.

Neptune’s has a comprehensive Cyber Security program that ensures enterprise and customer assets, data, and resources are protected. We follow NIST best practices, including yearly audits (i.e. SOX, SOC2, ISO), proactive Pentests (Both to internal infrastructure and commercial products) and 24x7x365 monitoring of our infrastructure.

Neptune also maintains policies and procedures to ensure employees, customers, distributors, and systems are operated with the highest level of security. Part of our policies ensures that Disaster Recovery and Business Continuity plans are maintained and tested every year.

Neptune applies industry best practices when it comes down to structuring and executing its Cybersecurity strategy.

Below some of the tactics that demonstrate a layered approach:
• Leverage CIS and NIST security frameworks to benchmark and measure maturity against cybersecurity controls and practices and establish plans to improve the security posture. • Perform audits each year (Internal and external), to validate effectiveness of controls and identify areas of improvement.
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City of Monterey Park, CA Advanced Metering Infrastructure System
• Perform review of its security and IT policies on a yearly basis, to identify improvement opportunities and further coverage (new policies) when needed.
• Leverages third party service providers and cutting-edge technology to ensure its infrastructure and systems are monitored 365x24x7.
• Perform quarterly tabletops to ensure our Cyber Security Incident Response policy and procedures are followed and to identify improvement opportunities.
• Enforces a strong Cybersecurity culture through communications, awareness, monthly phishing campaigns, annual training (Standard, technical and role based), and by embedding security team members across all departments.

Responder should describe any failover and disaster recovery provisions built into the system architecture.

Neptune’s approach to disaster recovery (DR) and business continuity (BC) involves configuring all services for high availability in a “HOT-HOT” configuration, except where there is a risk of data corruption from automatic failover. To ensure a highly available platform, critical services for Neptune’s cloud platform span across two AWS Availability Zones (AZ). Availability Zones are distinct geographic locations engineered to be insulated from failures in other zones. By spreading critical services across separate Availability Zones, Neptune protects its services from the failure of a single location.

Failover between Availability Zones is not automatic to minimize the risk of potential data corruption. In the event of a disaster, Neptune 360 will be operational within our stated Recovery Point Objectives (RPOs) and Recovery Time Objectives (RTOs).

Responder shall describe server and network monitoring measures, backup process, and disaster recovery solution/plan that will be provided to the utility. Please describe in the comments section any details on system monitoring, backup, and recovery that will be provided.

Neptune’s platform has its own backup methodology built in. Database and log transportation file backups are performed every day in a 7-day rotation. The backups are stored to a volume directly attached to the database server.

These volumes have multiple replicas built into AWS’ cloud infrastructure. Daily and weekly EC2 instance snapshots (including the OS) are moved and stored to our provider’s object storage. Daily images are securely kept for two days and weekly for two weeks. The object storage is replicated across multiple data centers.

All Online Transaction Processing (OLTP) repositories, such as Aurora, are backed up daily, while the system is “HOT” or “ACTIVE.” Backups are stored in a separate AWS Service Regions so that backups are not part of a loss during a disaster. Backups are complete daily snapshots of the repository and are purged after 7 days. The Neptune 360 Data Warehouse repository is AWS Redshift. Redshift is backed-up 3x per day, every 8 hours, in addition to a full daily backup. Backups are stored in a separate AWS Service Region so that Backups are not part of a loss during a disaster In the event Neptune declares a disaster has occurred, backups will be restored in accordance with Neptune's Disaster Recovery and Business Continuity Plans.
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City of Monterey Park, CA Advanced Metering Infrastructure System
Responder shall detail any required uptime and/or SLA for outage notification, management, and any targets or ticketing system in place.

Neptune®360™ Service Level Objectives:
• Uptime – 99%
• Business Continuity – Redundancy Across AWS Availability Zones • Neptune’s platform operates with a 2-hour Recovery Point Objective (RPO) and a 24-hour recovery time objective (RTO)
Responder should detail any user permissions, access management, and device authentication protocols in place to prevent malicious or inauthentic access to the system.

Neptune®360™ platform supports role-based access controls (RBAC). The platform requires each user to have an email address for accessibility into the system. Neptune 360 includes user permissions that would be assign by the utility administrator. The utility administrator that is chosen by the utility would be responsible for creating users, revoking privileges' and unlocking users when they are locked out of the system. Details of user roles/permissions are outlined above in our response.

Neptune’s security practices ensure the safety and integrity of its cloud services. Neptune employs an Intrusion Detection System (IDS) to promptly detect and respond to any malicious activity traffic. Neptune's vulnerability management plan involves regular identification, classification, prioritization, and mitigation of software vulnerabilities.

Additionally, Neptune actively manages patches, ensuring critical updates and security patches are installed on our cloud platform.

Neptune’s cloud platform is hosted in a Virtual Private Cloud (VPC) at Amazon Web Services (AWS). Within the VPC, Neptune’s cloud platform is installed on a set of Amazon Elastic Compute Cloud (EC2) instances, configured in proper private and public network segments behind sets of load balancers and a firewall. All traffic is routed over TLS to encrypt traffic.

All key parameters are further hashed for additional level of protection. Load balancers only pass valid web traffic to the Public Layer via firewall. Web requests ensure valid queries and requests communicated to Private Layer protecting against SQL injection and another malicious web traffic. All other traffic between Public Layer to Private Layer restricted by default.

Neptune®360™ platform network is monitored by intrusion detection technology on a 24X7 basis. Neptune’s operations are notified of any malicious activity, and policy violations as well as identifying and taking action against attacks. Neptune will report a notifiable information security incident to our customers without undue delay, based on our incident action plan, but not later than 72 hours after becoming aware of an incident. Neptune uses Crowd Strike Falcon and our managed endpoint security provider. For endpoint security, Neptune relies on CrowdStrike Falcon and a managed endpoint security provider. Regular audit processes verify compliance with policies related to production access controls, patch management, vulnerability management, third-party penetration testing, and data security. Furthermore, Neptune leverages third-party solutions such as Alert Logic’s Web Application Firewall, Alert Logic’s Intrusion Detection Service, New Relic’s infrastructure monitoring, and AWS Cloud Infrastructure.

Responder should describe the process for releasing and applying upgrades, bug fixes, and patches and share procedures in place to ensure these releases are fully tested and validated prior to release.

Neptune 360 cloud-based software development planning process is built based on the Agile methodology which consists of a series of sprints to allow for development and testing of new features. With this methodology, Neptune is able to deploy new updates and feature releases faster and more efficiently, by issuing two major releases per 87

City of Monterey Park, CA Advanced Metering Infrastructure System
year and quarterly patches/fixes that are in high customer demand. All upgrades, maintenance and patches ae performed after hours and/or weekends to avoid downtime situations during normal business hours.

During the upgrade process, the system automatically logs out all users until the update is complete. Once the user logs into the system again all users will have access the updates. Each release contains a release tracking number.

All software releases are communicated to Neptune 360 accounts via email from our Customer Experience team.

The notices are sent at least 24 hours before a scheduled release and another notice is sent after a release with notes regarding the details of an update. All updates are performed at one time for all utility customers.

Release Description
Major Releases 7-to-14-days advanced notification is provided to utility users who have credentials to access the platform. The notice will advise users of the scheduled downtime which is normally scheduled to occur between 8:00 PM Eastern Time and 11:59 PM Eastern Time.

Minor Releases These can include bug fixes and security patches, are provided in with 3-to-5-days advanced notification, which is also normally scheduled to occur between 8:00 PM Eastern Time and 11:59 PM Eastern Time. Upgrades or patches that require longer implementation time are conducted over the weekends.

Upgrade Process The system automatically logs out all users until the update is complete. Once the user logs into the system again all users will have access to the updates.

Release Tracking Data Each release contains a release tracking number. Release notes are emailed to all to utility users who have credentials to access the platform prior to each new release. 88

City of Monterey Park, CA Advanced Metering Infrastructure System
Maintenance and Support Requirements
Describe how firmware upgrades to system components are completed over the communication network.

If support for the component does not exist indicate if it is planned in the future.

1. Neptune has designed the endpoint to support the needs of the utility for a 20-year solution without the need for firmware updates over the air. This reduces the complexity of the solution for the utility.

2. The LoRaWAN® endpoint does not support over-the-air (OTA) firmware upgrades. The endpoint provides a 20-year battery life for all supported features and functions as specified by Neptune in this RFP response.

This is achieved through a single mode of operation that provides time synchronized hourly data to Neptune®360™ via the smart water AMI network for applications such as consumption studies, engineering evaluations, customer service inquiries, and billing. Additionally, the endpoint simultaneously supports mobile back-up reading and datalogging with no additional reduction of battery life.

3. Firmware over the air continues to be investigated and explored for future enhancements of the endpoint as the LoRaWAN specification evolves. Neptune is planning to include this functionality in the future.

Describe what equipment outage or system degradation occurs when any firmware uploads or other configuration changes occur over the air.

LoRaWAN® gateway downtime does not occur during most configuration changes and is minimal during firmware upgrades. During a firmware upgrade, the LoRaWAN gateway will continue to operate until the firmware is downloaded and installed. Once the firmware is ready the gateway will restart which typically takes less than five minutes.
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ATTACHMENT 2:

PRICING SHEET
90

PRODUCT QUANTITY PRICE TOTAL NO TAX SALES TAX (7.75%) Capital Allocation with Operational Cost Year 1 Annual OpEx Allocation Year 1 Annual OpEx Allocation Year 2 Annual OpEx Allocation Year 3 Annual OpEx Allocation Year 4 Annual OpEx Allocation Year 5 Total Operational Cost (Year 2-5) DETAILS (Please describe fully all details on each line of Pricing Sheet) AMI Network
(Collector/Gateway and Supplies) 5 $ 16,935.00 $ 84,675.00 $ 6,562.31 $ 193,869.19 $ 102,631.88 $ - $ - $ - $ - $ - Neptune v5 LoRa Gateway, UPS & Antenna AMI Network Installation 5 $ 12,400.00 $ 62,000.00 $ - $ 62,000.00 $ - $ - $ - $ - $ - $ - Assumes we're utilizing exisitng City assets.

Pole Sets
(as required in propagation study) 0 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - No tower installations are being proposed. Assumes we're utilizing existing City assets.

Head End Application/Software 1 $ 48,600.00 $ 48,600.00 $ - $ 48,600.00 $ 48,600.00 $ 48,600.00 $ 50,050.00 $ 52,560.00 $ 52,152.00 $ 203,362.00 Neptune 360 Annual SaaS & includes cost of 10- catastrophic warranty provision *No tax on services AMI Network Data Repeater/
Sub-Collector Equipment 0 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Neptune's AMI system does not utilize repeaters AMI Network Data Repeater/
Sub-Collector Installation 0 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Neptune's AMI system does not utilize repeaters Mobilization 1 $ 55,000.00 $ 55,000.00 $ - $ 55,000.00 $ - $ - $ - $ - $ - $ - One-time fee. $7,500 additional charge if installations pause for more than 30 days due to Utility stoppage.

AMI Endpoint Programming Handheld 0 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Neptune endpoints do not require programming Training (Software, Installation,
Troubleshooting, Network) 1 $ 2,500.00 $ 2,500.00 $ - $ 2,500.00 $ - $ - $ - $ - $ - $ - MDMS Interfacing 1 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Included with mobilization fee.

Customer Engagement Solution 1 $ 37,725.00 $ 37,725.00 $ 37,725.00 $ 37,725.00 $ 38,852.00 $ 40,015.00 $ 41,215.00 $ 42,455.00 $ 162,537.00 VertexOne WaterSmart Customer Engagement Portal Monthly Recurring Fees (Customer portal)
Customer Engagement One-Time Setup 1 $ 82,725.00 $ 82,725.00 $ - $ 82,725.00 $ 82,725.00 $ - $ - $ - $ - $ - One-Time Setup Fee - VertexOne Project Management
(Please expand on expected level of
service for this fee in Column M)
0 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Included with mobilization/staging fees. Includes Ferguson PM & PMI teams for weekly updates & QA/QC. PMI will have on-site lead for field operations.

Bonding 1 $ - $ - $ - $ - $ - $ - $ - $ - $ - Included in proposal Staging
(Please indicate what is
included in Column M)
1 $ 138,000.00 $ 138,000.00 $ 138,000.00 $ - $ - $ - $ - $ - $ - PMI staging and Project Management AMI One Time SaaS Setup fee 1 $ 3,750.00 $ 3,750.00 $ - $ 3,750.00 $ - $ - $ - $ - $ - $ - Neptune 360 SaaS One-Time Setup Fee Optional $ - $ - $ - $ - $ - $ - $ - $ - $ -
(Optional) Aquasight AI Based Leak Anomaly/
Detection Software 0 $ 17,250.00 $ - $ - $ - $ - $ 17,250.00 $ 17,250.00 $ - $ - $ 34,500.00 Minimum 3-Year Agreement (Optional) Aquasight One-Time Setup 0 $ 23,500.00 $ - $ - $ - $ - $ - $ - $ - $ - $ - Network, Training, Software Subtotal AMI $ 514,975.00 $ 6,562.31 $ 793,219.19 $ 271,681.88 $ 87,452.00 $ 90,065.00 $ 93,775.00 $ 94,607.00 $ 365,899.00 AMI Equipment, Tax, Labor, Software,
Subscriptions, Fees, and Training- Full
Deployment Plus First Year Operation

TABLE A PLUS TABLE B

PLUS REQUIRED ITEMS

FROM TABLE E

AMI TOTAL
WATER (SOLID STATE) $ 8,841,519.00
TABLE A: AMI Technology (Enter AMI Technology Totals by Category for Solution and Best Design) Use Quantities Provided in Request for Proposals Document; Responder is responsible for accuracy of all entries including quantities, pricing, and calculation formulas. Completed spreadsheet is required in excel format for all submittals # Internal Use Only
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QUANTITY METER SIZE MODEL EQUIPMENT UNIT PRICE PRE TAX EQUIPMENT SUBTOTAL PRE-TAX EQUIPMENT SALES TAX LABOR UNIT PRICE LABOR SUBTOTAL PRE-TAX LABOR SALES TAX TOTAL MATERIALS & LABOR (Based on Quantity Estimate) 1 5/8” x 3/4” Neptune Mach10 v5 R900i $ $ 229.75 $ 17.81 $ 114.60 $ 114.60 229.75 $ 362.16 8,957 3/4" Neptune Mach10 v5 R900i $ $ 2,185,508.00 $ 169,376.87 $ 114.60 $ 1,026,472.20 244.00 $ 3,381,357.07 2325 1” Neptune Mach10 v5 R900i $ $ 646,350.00 $ 50,092.13 $ 125.00 $ 290,625.00 278.00 $ 987,067.13 1,064 1 ½” Neptune Mach10 v5 R900i $ $ 661,808.00 $ 51,290.12 $ 396.20 $ 421,556.80 622.00 $ 1,134,654.92 662 2” Neptune Mach10 v5 R900i $ $ 455,456.00 $ 35,297.84 $ 437.80 $ 289,823.60 688.00 $ 780,577.44 20 3" Neptune Mach10 v5 R900i $ $ 42,920.00 $ 3,326.30 $ 1,290.70 $ 25,814.00 2,146.00 $ 72,060.30 143 4" Neptune Mach10 v5 R900i $ $ 350,350.00 $ 27,152.13 $ 1,720.00 $ 245,960.00 2,450.00 $ 623,462.13 81 6" Neptune Mach10 v5 R900i $ $ 303,750.00 $ 23,540.63 $ 2,166.00 $ 175,446.00 3,750.00 $ 502,736.63 42 8" Neptune Mach10 v5 R900i $ $ 279,300.00 $ 21,645.75 $ 3,034.00 $ 127,428.00 6,650.00 $ 428,373.75 4 10" Neptune Mach10 v5 R900i 10,240.00 $ $ 40,960.00 $ 3,174.40 $ 3,516.60 $ 14,066.40 $ 58,200.80 Encoder Register 5/8" x 3/4" - 1" (For Retrofit) N/A $ - $ - $ - $ - $ - Encoder Register 1 1/2" - 2" (For Retrofit) N/A $ - $ - $ - $ - $ - $ - Encoder Register 3" (For Retrofit) N/A $ - $ - $ - $ - $ - $ - Encoder Register 4" (For Retrofit) N/A $ - $ - $ - $ - $ - $ - Encoder Register 6" (For Retrofit) N/A $ - $ - $ - $ - $ - $ - Encoder Register 8" (For Retrofit) N/A $ - $ - $ - $ - $ - $ - Endpoint (if priced separately) N/A $ - $ - $ - $ - $ - $ - OTHER (Unit Cost) $ - $ - $ - $ - $ - $ - Additional Labor (Unit Cost) *Hourly Plumbing Rate $ - $ - $ - $ 211.80 $ - $ - Meter Equipment and
Installation Subtotal $ 27,297.75 $ 4,966,631.75 $ 384,913.96 $ 13,127.30 $ 2,617,306.60 $ - $ 7,968,852.31 TABLE B: Water Solid State Meter Equipment with Encoder Register (Enter Meter Type and Unit Price Based on Estimated Quantities FOR ALL SIZES) Please follow format of this form for pricing. Please include pricing for all items, including those with quantity of zero. Supplemental materials can be provided at the discretion of the vendor.
# Internal Use Only
92

QUANTITY METER SIZE MODEL EQUIPMENT UNIT PRICE PRE TAX EQUIPMENT SUBTOTAL PRE-TAX EQUIPMENT SALES TAX LABOR UNIT PRICE LABOR SUBTOTAL PRE-TAX LABOR SALES TAX TOTAL MATERIALS & LABOR (Based on Quantity Estimate) 1 5/8” x 3/4” Neptune T-10 v5 R900i $ 250.00 $ 250.00 $ 21.88 $ 114.60 $ 114.60 $ - $ - 8,957 3/4" Neptune T-10 v5 R900i $ 265.00 $ 2,373,605.00 $ 207,690.44 $ 114.60 $ 1,026,472.20 $ - $ - 2325 1” Neptune T-10 v5 R900i $ 318.75 $ 741,093.75 $ 64,845.70 $ 125.00 $ 290,625.00 $ - $ - 1,064 1 ½” Neptune T-10 v5 R900i $ 695.00 $ 739,480.00 $ 64,704.50 $ 396.20 $ 421,556.80 $ - $ - 662 2” Neptune T-10 v5 R900i $ 798.00 $ 528,276.00 $ 46,224.15 $ 437.80 $ 289,823.60 $ - $ - 20 3" N/A $ - $ - $ - $ - $ - $ - $ -
143 4" N/A $ - $ - $ - $ - $ - $ - $ -
81 6" N/A $ - $ - $ - $ - $ - $ - $ - 42 8" N/A $ - $ - $ - $ - $ - $ - $ - 4 10" N/A
Encoder Register 5/8" x 3/4" - 1" (For Retrofit) N/A $ - $ - $ - $ - $ - $ - $ - Encoder Register 1 1/2" - 2" (For Retrofit) N/A $ - $ - $ - $ - $ - $ - $ - Encoder Register 3" (For Retrofit) N/A $ - $ - $ - $ - $ - $ - $ - Encoder Register 4" (For Retrofit) N/A $ - $ - $ - $ - $ - $ - $ - Encoder Register 6" (For Retrofit) N/A $ - $ - $ - $ - $ - $ - $ - Encoder Register 8" (For Retrofit) N/A $ - $ - $ - $ - $ - $ - $ - Endpoint (if priced separately) N/A $ - $ - $ - $ - $ - $ - $ - OTHER (Unit Cost) $ - $ - $ - $ - $ - $ - $ - Additional Labor (Unit Cost) $ - $ - $ - $ - $ - $ - $ - Meter Equipment and
Installation Subtotal $ 2,326.75 $ 4,382,704.75 $ 383,486.67 $ 1,188.20 $ 2,028,592.20 $ - $ - TABLE B: Water Mechanical Meter Equipment with Encoder Register (Enter Meter Type and Unit Price Based on Estimated Quantities FOR ALL SIZES) Please follow format of this form for pricing. Please include pricing for all items, including those with quantity of zero. Supplemental materials can be provided at the discretion of the vendor.
# Internal Use Only
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ITEM DESCRIPTION
(Provide Details in Narrative Section of Response) KEY FEATURES/MODEL Indicated if REQUIRED (Y/N) UNIT PRICE PRE TAX QUANTITY (minimum of 1) Extended Cost - Pre Tax (Based on Quantity Estimate) Sales Tax (7.75%) Total Cost - Incl. Tax (Based on Quantity Estimate) AVAILABILITY DATE Required Project Items
Other $ - $ - $ - $ - Other $ - $ - $ - $ - Cellular Backhaul Data Plans *City to procure and maintain data plans Y $ - $ - $ - $ - Screwing antenna bracket into concrete lid City stated 55% concrete lids Y $ 10.70 7425 $ 79,447.50 $ - $ 79,447.50 *No tax on laborGPS Sub-Meter Accuracy (for all meter locations) Optional N $ 19.50 0 $ - $ - $ - Trash Disposal (if not included in staging fee) Included in changeout pricing Y $ - $ - $ - $ - Existing ERT Disposal (indicate per unit/weight) N/A $ - $ - $ - $ - Catastrophic Warranty Cost included in annual Neptune 360 SaaS fee. Inclusions to be detailed in contract negotiations.

Y $ - $ - $ - $ -
Optional Project Items Please indicate if required
Annual Network Maintenance 1st 5-years included N/A $ - $ - $ - Network as a Service (NaaS) N/A N/A $ - $ - $ - Scrap Meter Credit (indicate per unit/weight) City to scrap meters N $ - $ - $ - Restock fee 25% for product misrepresented Y $ - $ - $ - Meter Testing Meters tested prior to leaving factory N $ - $ - $ - Back-up/Drive-by Meter Reading Equipment Neptune Mobile Data Collector & Belt Clip Y $ 14,795.00 1 $ 14,795.00 $ 1,294.56 $ 16,089.56 4 WeeksExtended System Performance Warranty N/A N/A $ - $ - $ - Annual Anticipated Cost Escalator (please indicate percentage and if this is a cap or estimate) Any recurring prices are defined in spreadsheet, later years defined by CPI/PPI $ - $ - $ - Composite Water Meter Box (assume standard size for 3/4"-1") DFW N $ 80.00 $ - $ - Labor to Install Small Meter Box N $ 44.80 $ - $ - Composite Water Meter Lid (assume ~11"x18" for 3/4"-1" meter box) DFW N $ 58.00 $ - $ - Fee to Exchange Meter Box Lid N $ 10.70 $ - $ - Lid Drilling - Composite (labor cost) N $ 21.30 $ - $ - Lid Drilling - Cast Iron (labor cost) N $ 85.10 $ - $ - Acoustic Leak Detection Sensor With Minimum Quantities (Kit Pricing) N $ - $ - $ - Additional software for Acoustic Leak Detection N $ - $ - $ - Out-of-Scope Labor Costs N $ - $ - $ - Forklift Included Y $ - $ - $ - WOMS Programming and Setup Included Y $ - $ - $ - Facilities Included in "Staging" Y $ - $ - $ - Professional Services Included Y $ - $ - $ - TABLE E: Ancillary Equipment and Software (Miscellaneous Parts, Optional Supplies, and Required Supplies) # Internal Use Only
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PRODUCT
QUANTITY - SHIPMENTS TO BE PHASED;

PLEASE INDICATE QUANTITY AVAILABLE FOR

FIRST SHIPMENT

MATERIAL AVAILABILITY - SHIPMENTS TO BE
PHASED; PLEASE INDICATE LEAD TIME FOR FIRST

SHIPMENT
AMI Network (Collector/Gateway and Supplies) (5) Gateways & Supplies 12-weeks from time of orderBack-up/Drive-by Meter Reading Equipment (1) Neptune Mobile Data Collector & (1)
Belt Clip 4-weeks from time of order
AMI Network Data Repeater/Sub-Collector Equipment Neptune does not utilize repeatersWater Meters 2"+ (2,016) for 1st order 8-weeks from time of orderWater Meters < 2" (4,734) for 1st order 4-weeks from time of orderEndpoints Integrated with meter # Internal Use Only
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ADDED LANGUAGE FOR

CUSTOMER PORTAL

TECHNICAL

REQUIREMENTS
96

City of Monterey Park, CA Advanced Metering Infrastructure System
Added Language for Customer Portal
Customer portal should function as a "stand-alone" solution preference is to have single sign-on (SSO) between the customer portal and the City's payment portal InvoiceCloud. Vendor should specify if the customer portal can be embedded within Invoice Cloud or if the InvoiceCloud portal would have to be embedded within the customer portal.

VXsmart is a stand-alone SaaS platform. VertexOne and Invoice Cloud have a long-established partnership with over 40 live, fully integrated sites.

The VertexOne and InvoiceCloud solution works to where the VXsmart portal serves as the customer’s portal into their Account with a fully integrated, embedded iframe (SSO) into the InvoiceCloud platform.

With this approach, the customer has a seamless experience in viewing their Account, AMI data insights and making a payment, while still benefiting from all of the InvoiceCloud benefits.

It is the City's preference that customers be allowed to pay bill without logging into the customer portal (ok with link embedded that jumps to bill pay without logging in or setting up account). Additionally, the City prefers to maintain customers' existing online bill pay account access.

VertexOne Digital, when deployed with InvoiceCloud, supports the ability for authenticated (customer logged-in) and unauthenticated (guest) payments.

A user can choose to ‘pay as a guest’ and is upon confirmation of the account to pay, is presented the InvoiceCloud iframe for entering/processing the payment.

Below is an example of how the Guest Pay feature looks to the end customer. 97

City of Monterey Park, CA Advanced Metering Infrastructure System
Ability to access the portal from the City’s website or as a mobile app. If an app, it must be available for download from the Apple App Store or Google Play Store.

VXsmart leverages a mobile responsive design, which automatically formats the application according to the device on which it is being used. This ensures the same customer experience regardless of whether accessed via a browser or a mobile device.

VertexOne also supports progressive mobile apps allowing customers to install an application icon on their device, to receive the same experience as a native app, without the need to maintain distinct applications with a different codebase.

Customer Login View on Mobile
Alerts and Leak Resolution on Mobile
98

City of Monterey Park, CA Advanced Metering Infrastructure System
Ability for customers to sign themselves up for the portal on their own or City staff may sign the customer up.

Confirmed.

VertexOne provides a guided registration process that allows customers to register without Utility staff intervention. VXsmart provides secure registration and login for each Utility account including AMI and non-AMI accounts, and residential, multi-family, commercial, industrial, and irrigation accounts. On the Portal registration page, the customer is prompted to enter their unique registration information.

Customers are then prompted to create a password and provide their email address where a confirmation email is sent to complete the registration process.

VertexOne further provides tools to allow City staff to utilize the self-service portal on behalf of the customer (for customer care assistance – when needed).

Each utility account must be able to have multiple logins so that more than one person may access the account through the portal.

Confirmed.

VXsmart supports the ability to link multiple on-line users to a single account as well as allowing individual users to be linked to multiple accounts.

Ability for City staff to add, delete, or make changes to a customer profile.

Confirmed.

VXsmart supports the ability to different levels of access for users through our robust user/group management with permission-based roles. VertexOne will work with the City to ensure best practices and security standards are met.
the City users who are granted Admin privileges will have the ability to add or delete a customer profile.

Both the Utility Analytics Dashboard and the Customer Portal have differing types of role-based access privileges that will be assigned to the City Staff, Managers, and Customers.

The City user’s access privileges determine what each user can see and edit in the Utility Analytics Dashboard:
• Viewer users can view all pages in the Dashboard, but cannot edit any customer details, record customer notes, or send emails to customers.
• Editor users can view all pages in the Dashboard, edit settings for existing portal users, record notes, and send emails to individual portal users. Editors cannot add new Utility Dashboard users or change settings for existing users except for themselves. • Admin are granted the most privileges. They can view all pages in the Dashboard, add and remove new Dashboard users, /profiles, and edit settings for existing portal users (such as signing up a user for a leak alert), and use Group Messenger to reach multiple portal users by email, text, or voice message.
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Ability for customers to identify an issue and for that to automatically notify designated City staff.

VXsmart supports two-way (and inbound) customer communications in multiple ways. This allows the customer to identify issues and initiate communication to City staff.

These include sending inbound customer care messages, on-line form submission and optional Live Chat requests, that are routed to a secure work queue for access and response from authorized City staff.

Below is an example of the customer’s ability to submit an ‘inquiry’ through the portal.

Ability for City staff to create customized groups/lists of customers and to run reports or issue notifications and customized outreach to those customers.

The “List Builder” feature in the Management Portal allows staff members to segment a group of customer accounts for use in Group Messenger. the City staff can easily create a list for communication based on popular reports, by uploading account numbers from a spreadsheet, selecting individual accounts, drawing a polygon on a map, or by uploading a GIS shapefile.

Below is an example of the Geographic search for creation of a ‘List’ for sending outbound communications.
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Customers must be able to view hourly usage data, as imported from the AMI Meter Data Management system.

Customers are able to view their usage data on a daily, hourly, or customer defined date range on the “Usage Insight” tab of the Customer Portal. The default period is the customer’s latest complete billing period. In addition, VXsmart includes a number of other easy-to-understand charts and graphs to provide customers with additional insight and to reduce the number of calls to the Corporation. 101

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Customers must be able to aggregate usage data into hourly, daily, or monthly billing periods.

Confirmed.

Please refer to previous response.

Ability for customers to display individual services or meters.

Confirmed.

Below is an example of how the customer can choose the meter / aggregation (from the drop down) when viewing consumption.

Ability to export water usage data into standard data formats (CSV, tab-delimited text, or Excel).

Both customers and the City staff are able to export consumption data.

The Utility Analytics Dashboard offers utilities access to more than 50 standard administrative reports (with integrated maps) to view and download, including highest consumers by meter class and by period. These reports can be easily exported to an Excel .CSV for further analysis with a single click.

Customers can download their data for further analysis. Customer data downloaded from the Customer Portal is by default provided in .CSV format. Alternatively, the City staff can access each customer’s data through the Utility Dashboard and attach the customer’s data or charts to an email to send it directly to the customer.
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Ability for users to compare usage to previous periods (previous months or same month last year).

Confirmed.

VXsmart provides comparison of usage to previous periods in multiple ways/locations within the site.

Below are examples from the landing page as well as the Usage History menu.

Ability to send automatically generated alerts when the system detects excessive usage or a possible water leak. Utility should have the ability to set a threshold and the customer should have the capability to modify that threshold for their individual account or specific meter.

Confirmed.

VXsmart supports multiple consumption threshold triggered outbound notifications including potential leaks, high bill forecasting, water allocation (budget) forecasts, unplanned consumption, etc.

Leak Detection and Resolution Module
One area on the Portal worth special attention is the closed-loop Leak Detection, Alerting and Resolution module, which offers self-service functionality to customers. This product is based a significant investment of VXsmart Data Science, Product Design and Product Engineering time. Leaks for AMR and manual-read meter customers, with only bimonthly data, are detected based on customer’s individual use patterns, comparing their seasonal and year-over-year variations, and issued when the volume and multiplier compared to normal use exceeds thresholds set by the utility.

VXsmart provides suggested leak alert parameters for each of the types of leaks and can help the utility choose different settings for leak events as defined by meter class, a number of gallons per hour, and a number of hours of continuous use. Alerts can be sent through multiple channels – print, email, SMS text message, or automated voice call – and our resolution wizard helps users to resolve the leak on their own, 103

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while also gathering information on leak resolution. This is the only closed-loop leak-alerting and resolution system in the market, providing step-by-step information to identify and resolve leaks without calling the City.

Leak Alert Detection and Resolution in the Customer Portal Language in leak alerts has been carefully crafted. The Portal flow itself also is the result of many hours of user testing, to determine the optimum flow of information, the selection of relevant instructional videos, and the feedback most useful to the utility. Half the customers using this module successfully resolve their leak alerts online, via self-service.

Leak Alert Detection and Resolution in the Customer Portal 104

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Consumption Notifications
Below is a screenshot of how the end user can opt-in/out and set thresholds for consumption-based notifications.

Ability to run reports to troubleshoot meter issues, for example, a report that displays missed meter interval reads.

VXsmart provides multiple reports / dashboards for help in identifying meter issues and missed interval reads.

Below are examples of a few of these dashboards including Suspect Meter Readings and Missing AMI reads.
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Ability to run reports to analyze consumption data for water users. Describe the portal's analytical reports available and any capability to create customized reports.

The Utility Management Portal offers utilities access to more than 50 configurable reports with current and historical data that support filtering, drill-down, with integrated mapping capabilities across time, customer class, and more. This data can be managed in the Management Portal or easily exported to Excel for further analysis with a single click. Utility staff will be able to analyze and communicate with all accounts using the Management Portal.

Each customer account has its own profile with attributes about that individual’s account, usage, and property. Utility personnel, particularly those in Utility Billing, are prompted with personalized suggestions to answer customer questions about high bills and then easily follow-up with personalized template emails.

These insights decrease call time and increase one-call resolution. Representatives are also able to gather customer contact information and enroll customers and their designees in leak, threshold, or other alerts.

The Utility Management Portal is also a communication engine. It provides the ability to send and re-send individual communications to customers and makes this easy through a multitude of templates with personalization variables for the customer. Through Group Messenger, the Utility is able to send multichannel communications to select groups of customers, again with templates, images, and personalization tools designed to increase customer response. Customer opens, clicks, and actions are all recorded and displayed so that the Utility can measure the efficacy of a communication and refine its approach for continuous improvement.
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The screenshots below depict Utility Users Experience:

Below is a screenshot of the index of VXsmart analytical reports, with the thumbnail preview of ‘weekly irrigators’.

Utility Management Portal Irrigators View
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Ability for the City to send customized messages to selected users or all users of the portal.

Customer communications and alerts can be sent through multiple channels—email, SMS text message, or automated voice call.

Customers have the ability to manage their communication preferences and edit their enrollment in various usage and billing notifications 24x7 on the ‘Manage Notifications page of the Customer Portal. From there, they can enroll in alerts (e.g., Leak alerts, Bill Forecast alerts, etc.) and select how they receive alerts including by email, SMS text message, and automated voice call. Account management module to set communication preferences for alerts and the ability to automatically notify the customer of suspected leaks, engage the customer to investigate and resolve the leak with step-by-step instructions and resources, and provide resolution details to appointed staff through the program’s dashboard.

Group Messenger – Targeted Messaging from Management Portal The VXsmart system allows Utility Staff to send timely, targeted emails, SMS, and voice messages to groups of customers. Staff can utilize a number of templates (pre-built or their own) or compose a custom message, personalize with personalization variables for each customer, and hit send all within minutes. 108

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VXsmart further provides the ability to provide targeted Promotional Campaign and Broadcast messaging to eligible customers.

Ability for users to compare their usage to other similar users, either by rate code or customer classification.

Residential customers can see consumption comparisons to similar households (based on geography, number of occupants and size of irrigable area) as well as their end use disaggregation. 109

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Usage Compared Average Households
Ability for users to report water outages and other service issues.

VertexOne can ingest a GIS file for delivering communications to customers that are included in the GIS file. Real-time integration GIS is a premium feature that is currently available, this feature allows for realtime outage notifications for customers flagged in GIS with an outage and can provide updates based on status of the outage.

VertexOne further supports optional Outage Mapping capability with the ability for customers to view outage areas and report potential outages.
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Ability for portal users to send messages to Customer Service and those messages be logged on the customer's account.

Confirmed.

Customers can communicate electronically with the City staff in a variety of places. VXsmart allows end customers to initiate inbound messages through our secure message center. Such requests are then passed back to your CIS via a web service call for subsequent routing and work management.

With the secure message center, customers are able to submit questions or any information they like to staff. Feedback is collected from customers when they reply to the City email communications (leak alerts, Group Messages, etc.) and at the end of the leak resolution flow. All of these communications are captured and visible to Utility staff in the Admin Portal both in aggregate via the consolidated inbox or on an individual account basis in the Activity panel on the Customer Details Page. the City staff can easily communicate with customers through the Admin Portal or directly from their email inbox.

Message history is accessible from both the client facing and utility facing portals.

All communications are captured and visible to the City staff in the Admin Portal both in aggregate via the Conversations module or on an individual account basis in the Activity panel on the Customer Details Page. the City staff can easily communicate with customers through the Dashboard or directly from their email inbox. From the Admin Portal, charts and data from the Customer Details page can easily be attached to any outbound message.

Below is a screenshot of where authorized City users can view/work the inbound customer messages, submitted forms and Chat requests. Response to customer inquiries are delivered back to the end customer in the customer’s inbox within the application (as illustrated above in question 7) 111

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Ability for Customer Service to respond to messages from customers and those responses be logged on the customer's account.

Confirmed.

Please refer to previous response for details.

Portal must be able to access local weather data and show rainfall and temperature data compared to water usage data.

Seasonal Use Chart
Customers can view how their use varies relative to changes in the weather on their ‘Seasonal Use’ chart, located on the “Understand Usage” tab of the Customer Portal (shown below). The Seasonal Use chart provides an overlay of the customer’s usage history with local temperature and precipitation data pulled from World Weather Online’s weather data API. World Weather Online uses the customer’s zip code to identify the weather station closest to the customer’s property.

Seasonal Use Chart
Ability for customers to set daily usage thresholds and be notified when their usage exceeds the threshold for water meter consumption by volume and dollar amount.

Threshold Alerts
Customers can set volumetric and dollar-based threshold alerts, which allow them to be notified should they be on track to exceed this threshold. Customers are alerted mid billing cycle, giving them the opportunity to take action and avoid bill shock at the end of the billing period.

Customers are able to set thresholds for each of the following:
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• Irregular usage (“possible leak”): VertexOne will work with the Utility to configure thresholds for leak events as defined by meter class, a number of gallons per hour, and a number of hours of continuous use. Residential and Irrigation-only meter classes have two types of leak events — lower volume, long duration continuous use events and a higher volume, shorter duration burst events.
• Unplanned Usage Notification: Customers have the ability to set volume-based notifications over specific calendar days (“text me if more than 10 gallons per day is used from November 28 to 30”).

Customers are notified if usage above the specified threshold is detected during specific days.

These are sometimes called ‘vacation alerts’ or ‘snowbird alerts’. • Bill Forecast Notification: Customers have the ability to set dollar-based threshold notifications that are calculated using the Utility’s rate structure and the consumption data. Customers are notified if current usage is on track to exceed their self-selected tolerance as compared to their normal seasonal bill.
• High Use Notification: Customers can elect to be notified if water consumption exceeds a selfselected level compared with typical daily use or a billing period in the prior year (so that alerts are sensitive to seasonal changes in water consumption).

Below is an example of how the end customer can opt-in/out and configure their preferences for receiving outbound notifications.

The Group Messenger feature allows the Utility to compose, send, and track timely, targeted emails, SMS text, and voice messages to groups of customers. Utility staff can personalize messages using personalization variables for each customer, and an email can be completed in minutes. 113

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With VXsmart, utilities can proactively send targeted marketing messages for specific campaigns via multiple channels. Broadcast Messages provides the ability to create and manage on-page alerts and disseminate them to intended groups of users based on account attributes. Any applicable ‘Broadcast Message’ is displayed at the top of the Customer Portal Account Summary Page.

Customer should have the ability to provide email and phone number for contact, select their preference for receiving notification (e.g., frequency, priority). There should be a report for Customer Service staff to run that identifies customer contact entered into the portal.

Customer communications and alerts can be sent through multiple channels—email, SMS text message, or automated voice call.

Customers have the ability to manage their communication preferences and edit their enrollment in various usage and billing notifications 24x7 on the ‘Manage Notifications page of the Customer Portal. From there, they can enroll in alerts (e.g., Leak alerts, Bill Forecast alerts, etc.) and select how they receive alerts including by email, SMS text message, and automated voice call. Account management module to set communication preferences for alerts and the ability to automatically notify the customer of suspected leaks, engage the customer to investigate and resolve the leak with step-by-step instructions and resources, and provide resolution details to appointed staff through the program’s dashboard.

Portal must provide a dashboard for City staff.

Confirmed. City staff will receive access to the Utility Analytics Dashboard within the Management Portal.

The Utility Analytics Dashboard creates actionable insights from data and provides a communication platform to drive the City’s conservation, engagement, and operational efficiency goals. The Dashboard is thoughtfully organized into modules where the City personnel are able to analyze consumption, anomalous use, and user engagement.

There are 50+ configurable reports with current and historical data that support filtering, drill-down, with integrated mapping capabilities across time, customer class, and more. This data can be managed in the Dashboard or easily exported to Excel for further analysis with a single click. the City’s staff will be able to analyze and communicate with all accounts using the Dashboard.

Utility Analytics Dashboard
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Reporting Dashboards from VXsmart databases
VXsmart maintains a complete activity log of all self-service activity. VertexOne provides standard transactional reporting and offers advanced site analytics reporting and insight services (analysis to help you understand the data along with recommendations in improving self-service) via the VertexOne Management Portal.

Further detail is available within the Engagement modules of the Dashboard, including number of logins, email addresses captured, actions taken by customers, and insights on Visitors to the Customer Portal.

Our Utility Dashboard continues to evolve to provide analytics on issues including the performance of the program, customer engagement and satisfaction, tiers and energy budgets, payment performance, meter health, leak alert history savings, as well as outgoing communication capabilities.

Utility managers can receive monthly activity reports containing stats such as user profiles registered, accounts registered, user authentications, pages viewed, bill images viewed, spreadsheet downloads, bill delivery preference changes, program enrollments and cancellations, payment arrangements, payment notifications, contact information updates, authenticated and unauthenticated move requests, email notifications etc. All of this information is broken out into further categorized details, e.g., move requests are broken out by Move-in, Move-out and Transfer requests. 115

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Utility administrators also have access to a Management portal dashboard where they can search for activity details by account number or user id and download such details into an Excel file.

Customer Activity View
The admin console of VXsmart also leverages a transaction reporting engine that can provide historical and real-time business intelligence data. Our solution offers ‘Live Stats’, real-time, dashboards for admin visibility. The data can be extracted and viewed in your preferred analytical tools like Power BI, Business Objects, SSIS, Excel & SharePoint. VertexOne uses the same tools for business intelligence internally. An example of these dashboards is shown below.
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Live Stats Dashboards in the Management Portal
Dashboard must track open customer conversations.

This functionality is VXsmart tracks open customer conversations and can be viewed and reported on in the Utility Management Portal.
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Dashboard must provide usage statistics such as frequency of use, platform (web vs mobile app), unsuccessful logins, and most popular actions taken.

VXsmart tracks many engagement metrics, such as email opens, clicks, leak outcomes, registration, etc., in the Utility Management Portal. These analytics also provide Utility staff with insights about customer home profiles, water use patterns, and completed water-saving actions On the home page of the Utility Management Portal, the City staff members can monitor Customer Portal activity insights into engagement metrics. Further detail is available within the ‘Engagement’ module of the Management Portal, including:
• Portal Registration Rate by Source (e.g. mail vs. email) • Portal Visit Frequency
• Top Actions Taken
• Portal Visitors Insights
• Customer Profile Updates
• Program Participation
• Customer Feedback
• Acquired Email Addresses
Dashboard must have a water leak detection module that can be configured by City staff and show accounts with ongoing leaks. The module should engage the customer in how to investigate and resolve any leaks with instructions and resources, including informational videos, that the customer is directed to within the portal. Any findings or resolution should be tracked with the ability to notify Customer Service of actions taken by customers.

The VXsmart closed-loop Leaks Module within the Utility Management Portal includes a report showing all leaks identified. Filtering capabilities allows utility staff to see when the customer was alerted, why the customer was alerted, how the notification was sent (email, text, automated call, print, or alerted by staff), and how the customer responded to the alert (opened the email, checked for leaks, and what the customer 118

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found). The report can be downloaded provided as a data file to CIS to capture contact touchpoints in the CIS.

Corporation staff can filter the report to show ongoing leaks and easily communicate with those accounts using VXsmart’s communication module, which is also built into each report.

Additionally, on an individual account’s Customer Details page Corporation staff can view the complete activity log including all alerts and notifications sent to the account.

Leaks Module in Utility Management Portal
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Additionally, on an individual account’s Customer Details page, utility staff can view the complete activity log including all alerts and notifications sent to the account.

Customer Activity Log in Utility Management Portal
Dashboard must provide a leak report that shows leak start and end dates and amount of water lost for resolved leaks.

Confirmed.

Below are examples of a few of our Leak dashboards.

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Example of automatic email leak alert sent to customer (showing leak volume) Dashboard must be able to identify potential irrigation violations such as irrigating on the wrong day or outside of established hours.

Comply.

The VXsmart irrigation detection module is intended to help the City identify, contact and effect change with those customers who have excessive irrigation. This is a Utility-facing feature, visible in the Utility Dashboard. By design, individual customers do not see this information. The Irrigators report uses Utilitydefined irrigation regulations to flag violators. 121

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The Irrigators Report identifies customers who appear to be irrigating on different days than those allowed by the City or more than the number of days allowed by the City. The Top Changers report also surfaces accounts with the greatest change in terms of their water consumption as compared (by percentage) to the same period last year. The City also has access to reports showing the Top Consumers for specific billing cycles and accounts that are Repeatedly in the Highest Tier. City Staff members can then use these reports with a click of a button to generate a violation notification to the customers or send out reminders to customers regarding their usage. The notification can be sent via email, text, or voice.

Utility Dashboard Irrigators View
Platform must allow for "mirror" viewing of customer log-ins for City customer service personnel to assist in account use and issue resolution for customers.

Comply.

VXsmart features a "Proxy Logon" feature which allows CSRs to log on to the Customer portal as the customer, view the portal and conduct transactions on behalf of the end customer in order to assist the customer to a self-service resolution. Any actions performed by a CSR would be logged under the CSR's id for audit purposes. This capability is different from co-browsing as the customer/CSR would not see each other browsing the site. They would however see the same view independently.

Proxy login is offered to authorized users via the VertexOne Management Portal where the CSR can search for a customer (using a username, email address or account number) and, by selecting the Proxy Login icon, view and interact within the portal just as the customer would. 122

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CSR View within Management Portal
Proxy User View within the Customer Portal
Describe experience integrating with City's CIS, Bill Master Version 51216-h. Provide references and contact information.

VertexOne does not currently integrate with Bill Master, however, across our utility client base, VertexOne provides integration to 60+ CIS / Billing solutions including but not limited to: Harris, CentralSquare, InHance, Infor, UMAX Itineris, Tyler, Oracle, SAP, and SpryPoint. 123

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The VXsmart platform is CIS agnostic. VertexOne provides standard file layouts and optional APIs to enable self-service functionality. VertexOne further offers a Middleware layer for mapping and translation between the required VertexOne formats and the available City formats.

Following this approach, VertexOne is currently integrated with over 30 different CIS systems.

VertexOne will automate data ingestion from multiple sources. We will work with the City IT team to ingest needed information based on exports from the CIS database. Data for the VXsmart program is transferred via sftp protocols and automatically imported into the VXsmart database once received (assuming successfully passing data validation scripts). This data, as well as the data from the other sources, will form the program.

Similarly, the City’s rebate data will be ingested to VXsmart to build out the interactive recommendation library within the Customer Portal. Account-specific data attributes are set for participants. These will impact estimated end uses of water for their household, prioritized recommendations in the Customer Portal and Admin Portal, as well what personalized recommendations and messaging are delivered in their Customer Portal (and water report if they select HWRs).

VXsmart uses application program interfaces (APIs) to access county assessor data, including the square footage of the parcel, size of home, number of bedrooms and year built. This information is fundamental to building an accurate profile of the household and establishing cohort groups of similar households.

Proven capability to accommodate variable rate tables and schedules.

Confirmed. VXsmart has over 200 existing clients, all with different rates. VXsmart has flexible tables for bill forecasting and consumption comparisons across our client base.

Specify the process for the data push and/or pull between the portal and the City's CIS and AMI MDMS.

Specify if there is any lag time expected between data being sent in file and data being viewable in portal.

Specifically for payment data, please identify any expected lag time between systems and options for making that as near real-time as possible.

VertexOne has established integrations with all major AMI and Meter vendors. VXsmart, receives, typically daily, customer and billing files from CIS through the file-based integration overviewed above. We pair that data with AMI data that is pulled via standard integration from our AMI partners, which is then presented to the end customer within the portal.

VertexOne optionally provides vast library of real-time APIs for integration with backend systems like the CIS or MWM systems (via our optional VXengage package)
Please detail the ongoing support available for troubleshooting, training, etc.

VXsmart is provided as a SaaS.

The below diagram overviews the services provided as part of our SaaS. 124

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VertexOne provides standard Service Levels as part of our SaaS these are outlined below.

VertexOne Standard Service Levels
Description SLA
SaaS / Application Availability 99%
Incident Technician Average Response Time – Severity 1 (S1) Average of S1’s </= 1 hour Incident Technician Average Response Time – Severity 2 (S2) Average of S2’s </= 4 business hours
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VertexOne Standard Incident Response Service Levels
VertexOne provides training material and training classes as part of our Program Deployment services.

Additional training services can be added as part of the contracting or change request processes.

Describe the ability for City staff to make modifications to the portal, including graphics, wording, or data and summarize the process for customization requests.

VertexOne provides numerous configurable options that can be managed by authorized users within the Management Portal. These include the set-up/publishing of Broadcast Messages, Promotional Messages, Rotating Banners, Outbound Communication Templates, Footer Links, Leak Detection Settings and numerous Content Management items (field labels/tags, warning message content, etc.).

VertexOne deploys our clients on a common code base (distinct instance, but common code base). All custom changes requested by clients or VertexOne follow our Release Schedule.

All client specific customization and code enhancements are built into our base product with a ‘switch framework’ allowing for configuration to turn on/off the functionality on a client-by-client basis. With this approach, all customizations and extensions are in the base product and only require regression testing (as opposed to retrofitting).

VXsmart offers flexible configuration options to reflect the City’s branding guidelines, including color, logo, fonts, etc. As part of our SaaS offering, VertexOne will perform all of the configuration & development work required to brand the site. During the initial implementation workshops, VertexOne will walk the City through the VXsmart site, page by page, to gather and document the selected configuration options.

Post go-live, VertexOne typically continues to manage all branding and configuration on behalf of our clients. Any such branding or configuration changes will be tracked through a change ticket to maintain an audit trail and adhere to our Change Control policies.

Provide a description of privacy, security, and disaster recovery controls and protocols.

VertexOne provides IT Security and Disaster Recovery services as part of our SaaS. Below overviews these services.
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Data Security
VertexOne maintains a formal Information and Security policy that details our privacy and security policies.

VertexOne also provides a 24x7 Security Operations Center and 24x7 support. VertexOne’s security standards are comprised of both physical and logical security controls.

VertexOne is responsible for all support, management, and IT security services for the solutions we provide.

With our VertexOne Secure service (part of our overall SaaS support), VertexOne will provide IT Security services around the systems we manage.

All environments are secured using dedicated credentials for each user. Admin access to servers is limited to only admin teams and developers do not have admin access. The servers are hosted in secure datacenters protected behind firewalls and intrusion detection and prevention devices. All client-specific data is held in dedicated environments for each client.

VertexOne’s dedicated and experienced IT security team utilizes a number of Industry-leading tools and applications to continuously monitor security across our infrastructure and applications.

Security controls and practices as well as the tools used include:
• Access controls of our environment
• Firewall configuration and management for Intrusion Detection & Prevention services provided through CISCO FirePOWER
• Vulnerability Scanning performed through NESSUS, Horizon3 and OWASP ZAP • Security Information & Event Monitoring provided via Splunk • Environment monitoring via PRTG, Operations Manager, CA E-health, etc. • Web Security using CISCO Cloud Web Security and CISCO Umbrella • Anti-virus/malware protection through McAfee and Symantec • Rights Management is utilized internally by VertexOne for Data Loss Protection • All VertexOne systems are hardened to align with NIST standards • All VertexOne associates must undergo annual Security Awareness training • VertexOne subscribes to CERT, NIST, SANS Institute and Cybersecurity & Privacy service 127

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The diagram below outlines our VertexOne Secure services:

With VertexOne Secure, VertexOne provides IT Security services that go beyond basic services provided by hosting companies to ensure the City’s data is always protected.

Disaster Recovery
VertexOne solutions are highly resilient with no single points of failure. This approach ensures all major infrastructure components have redundancy, allowing one to fail without impacting service levels.

Solutions are deployed across geographically disparate, managed data centers. VertexOne deploys our VXsmart platform in Azure environments in San Antonio, TX with warm standby servers in Disaster Recovery environments in Quincy, WA as well as AWS hosted VXsmart environments located in USWest-2 AWS datacenter in Oregon.

VertexOne provides comprehensive Disaster Recover (DR) and Business Continuity (BC) services that exceed industry standards. VertexOne is responsible for the recovery of all VertexOne provided solutions within our agreed upon Recovery Time Objectives (RTO) and Recovery Point Objectives (RPO).

A standard DR/BC plan is maintained for each datacenter and an annual DR test performed.

This plan is annually reviewed and updated as part of our Change Management process. During the change approval process, each requested change is evaluated to determine if it will impact the BC/DR plan and whether the plan has been appropriately updated. 128

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The below diagram illustrates this review and the types of changes that could impact the plan.

Below is a high-level flow of the Incident Response and Business Continuity decision process used for declaring a disaster.
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Proposed solution shall provide for customer access in multiple languages. Please provide all languages applicable to the proposed customer engagement platform.

VXsmart can support your choice of over 150 languages through our optional Google Translate embedded feature.
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BID BOND

AUTHORITY TO SIGN

Docusign Envelope ID: 02AFCC60-BC50-437F-88EB-410133AE622E

AUTHORITY TO DO

BUSINESS

Secretary of State
Certificate of Status
I, SHIRLEY N. WEBER, PH.D., California Secretary of State, hereby certify:

Entity Name: FERGUSON ENTERPRISES, LLC
Entity No.: 201910310044
Registration Date: 04/08/2019
Entity Type: Limited Liability Company - Out of State
Formed In: VIRGINIA
Status: Active
The above referenced entity is active on the Secretary of State's records and is qualified to transact intrastate business in California.

This certificate relates to the status of the entity on the Secretary of State’s records as of the date of this certificate and does not reflect documents that are pending review or other events that may impact status.

No information is available from this office regarding the financial condition, status of licenses, if any, business activities or practices of the entity.

IN WITNESS WHEREOF, I execute this certificate and affix the Great Seal of the State of California this day of June 16, 2023.

SHIRLEY N. WEBER, PH.D.

Secretary of State
Certificate No.:

To verify the issuance of this Certificate, use the Certificate No. above with the Secretary of State Certification Verification Search available at bizfileOnline.sos.ca.gov. 120855624

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Home  Contractor  Ferguson Enterprises, LLC
Ferguson Enterprises, LLC
Contractor
Contractor business email
[email protected]
Contractor c ation eff date
2024-07-01
Contractor first name
Eileen
Contractor mailing city
Newport News
8/26/24, 5:46 PM Ferguson Enterprises, LLC
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Contractor mailing state
VA
Contractor mailing zip
23606
Contractor physical city
Newport News
Contractor physical state
VA
Contractor physical zip
23606
Contractor certify date
2024-05-24
Contractor company type
LLC
Contractor craft legacy
General Engineering
Contractor craft snow
Contractor c ation exp date
2027-06-30
Contractor date deactivated
Contractor dba name
Ferguson Waterworks
8/26/24, 5:46 PM Ferguson Enterprises, LLC
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Contractor entity number

2.0191E+11
Contractor ID
PW-LR-1000401934
Contractor last name
Monahan
Contractor mailing address2
Contractor physical address1
751 Lakefront Commons
Contractor physical address2
Contractor source
PWCR
Contractor wc cert date
2024-05-01
Contractor wc exp date
2025-05-01
Contractor wc policy number
WLR C50673728
Contractor wc selection
Insured by carrier
Contractor legal entity name
8/26/24, 5:46 PM Ferguson Enterprises, LLC
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Ferguson Enterprises, LLC
Contractor mailing address1
751 Lakefront Commons
Contractor wc carrier
Ferguson Enterprises, LLC
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PRODUCT

SPECIFICATION SHEETS

• Eliminate the hassle of endpoint
programming and wiring
• Flexible meter reading
options with simultaneous
AMR/AMI capabilities
• Peace of mind with access to 96
days of stored history
• Prevent tampering and
environmental damage with no
external wires
• Improve quality of service and
billing accuracy with detailed
consumption data
• Reduce inventory with an all-inone meter and endpoint package • Eliminate meter maintenance
with cutting-edge
ultrasonic technology and a
durable maincase
• Measure every drop with
improved accuracy and low
flow detection
• Pinpoint trouble areas quickly
with flags that identify leaks,
low battery, reverse flow,
and tampering
• Improve installation efficiency
with a lead free, bronze maincase
that can be installed in either
horizontal or vertical applications
The Neptune® MACH 10®)R900i™ is designed as an all-in-one package — pairing the MACH 10® ultrasonic meter with an integrated R900® System endpoint — adding simplicity and efficiency to your metering program. The durable, no-maintenance MACH 10, combined with reliable, integrated network connectivity, accurately measures consumption and delivers data to optimize system performance, improve customer service, maximize revenue, and support water conservation initiatives all right out of the box.

Guaranteed Accuracy,
Efficiency, and Integration
Neptune® MACH 10®)R900i ™

Neptune Technology Group
1600 Alabama Highway 229
Tallassee, AL 36078
800-633-8754 f 334-283-7293
neptunetg.com
© 2024 Neptune Technology Group Inc. All Rights Reserved. The trademarks, logos and service marks displayed in this document herein are the property of Neptune Technology Group Inc., its affiliates or other third parties. Availability and technical specifications are subject to change without notice. 24-015191 MACH10R900i 06.24 Endpoint Specifications
Electrical Specifications
• Endpoint power:
lithium battery with capacitor
Transmitter Specifications:
• Two-way endpoint
• Transmissions
° Standard mobile message
° Standard fixed network message
° LoRa® fixed network message
(only on LoRaWAN® model)
• Transmitter Channels:
° 50 (R900 mobile and fixed
network messages)
° 64 (LoRa fixed network message)
• FCC Verification: Part 15.247
° Channel Frequency:
902 to 928 MHz
° Frequency hopping,
spread-spectrum
• Meter Reading & Flag Interval:
° Every 15 minutes
° Leak, Backflow, Tamper,
Excessive Flow, Low Battery
• Data Logging Interval:
96 days of hourly data
Environmental Conditions
• Operating Temperature:
+15°F to +149°F (-10°C to +65°C)
• Storage Temperature:
-40°F to +158°F (-40°C to +70°C)
• Operating Humidity:
100% condensing, fully submersible
Materials
• Register Housing:

Engineer Polymer
• Lens: Tempered Glass
Antennas
• Internal antenna (not available
on LoRaWAN)
• Optional through-the-lid antenna
• 18” coax
• 6’ coax
• 20’ coax
Operating Characteristics
Meter Size
Extended Low
Flow @ 100%
Accuracy
(U.S. gpm ± 3%)
Normal
Operating
Range @ 100%
Accuracy
(U.S. gpm ± 1.5%
Safe Maximum Operating Capacity
(U.S. gpm)
Normal
Operation
Fire Service
5 ⁄8” 0.05 0.10 to 25 25 N/A
3 ⁄4” 0.05 0.10 to 35 35 35
1· 0.25 0.40 to 55 55 55
11⁄2” 0.30 0.80 to 125 125 125
2” 0.50 1.5 to 160 160 160
3” 0.50 0.75 to 500 500 420
4” 0.75 1.5 to 1250 1250 1100
6’ 1.0 2.0 to 2000 2000 1800
8” 4.0 6.0 to 4000 4000 4000
10· 6.0 10.0 to 6500 6500 6500
12” 8.0 12.0 to 8000 8000 6500
LCD Display
Leak
Reverse
Flow
Forward Flow + Warning
for Excessive Flow
Empty
Pipe
Rate and Units Cumulative Units
Low
Battery
Options
Compatibility
• Available for 5 ⁄8”-12” MACH 10
• Handhelds with belt clip
transceiver – mobile RF
• Mobile data collector RF
• Gateway – fixed network RF
• LoRaWAN gateway – fixed network
Units of Measure
• U.S. Gallons, Cubic Feet, Imperial
Gallons, Cubic Metres
Registration
High Resolution (8-digit reading)
MACH 10 Size G ft3 m3
5 ⁄8”, 3⁄4”, 1” 0.1 0.01 0.001
11⁄2”, 2”, 3”, 4” 1 0.1 0.01
6”, 8”, 10”, 12” 10 1 0.1
Warranty
• Neptune provides a limited
warranty for performance,
materials, and workmanship. See
warranty statement for details.

Meter Specifications
• See Neptune MACH 10
product sheets for detailed
meter specifications

• Improve meter reading
efficiency with robust walk-by,
mobile, and long-range fixed
network connectivity
• Build on to existing technology
investments with forward and
backward compatible endpoints
• Improve quality of service
and billing accuracy with
detailed top-of-the-hour
consumption data
• Fast installation and no
programming required
• Works seamlessly with existing
assets and future enhancements
• Pinpoint trouble areas quickly
with flags that identify leaks,
reverse flow, and tampering
• Peace of mind with access to 96
days of stored history and endto-end data security
Neptune’s R900® System endpoints greatly improve access to meter readings while delivering accurate, detailed, and timely consumption information to proactively identify and resolve high bill complaints, reduce delinquent payments, and eliminate write-offs to maximize revenue. The user-friendly, intuitive endpoint design simplifies the installation process and increases operational efficiency.

Neptune® LoRaWAN® wall and pit endpoints provide continuous transmission of meter data and the flexibility of mobile or fixed network reading methods. The built-in LoRaWAN technology improves range, supports time synchronization for top-of-the-hour readings, and provides robust, end-to-end security. Migrate easily to AMI when you’re ready without separate reading systems, site visits, or endpoint reconfiguration. When combined with Network-as-a-Service (NaaS), alleviate the operational burden of network maintenance while ensuring service area coverage.

Critical Communication
and Easy Migration
Neptune® R900® System: LoRaWAN® Endpoints

Neptune Technology Group
1600 Alabama Highway 229
Tallassee, AL 36078
800-633-8754 f 334-283-7293
neptunetg.com
© 2023 Neptune Technology Group Inc. All Rights Reserved. The trademarks, logos and service marks displayed in this document herein are the property of Neptune Technology Group Inc., its affiliates or other third parties. Availability and technical specifications are subject to change without notice. 23-010028 PS R900 RF MIU V5 05.23 Technical Specifications
Electrical Specifications
• Endpoint power: Lithium battery
with capacitor
Transmitter Specifications
• Two-way endpoint
• Transmit options (interleaved mobile
and fixed network messages):
°
R900 mobile message
°
R900 fixed network message
°
LoRaWAN® fixed network message
• FCC verification: Part 15.247
°
Transmitter channels: 50 (R900
mobile and fixed network messages)
and 64 (LoRaWAN fixed network
message); frequency-hopping,
spread-spectrum
°
Frequency range: 902 to 928 MHz
• Encoder register reading interval:
°
Every 15 minutes
• Data logging interval:
°
96 days of hourly data
Environmental Conditions
• Operating temperature:
-22ºF to +149ºF (-30ºC to +65ºC)
• Storage temperature:
-40ºF to +158ºF (-40ºC to +70ºC)
• Operating humidity:
100% condensing
Antennas
• Wall endpoint: standard
internal antenna
• Pit endpoint: standard throughthe-lid antenna
°
18” Coax
°
6’ Coax
°
20’ Coax
Encoded Register Compatibility
• Neptune ARB® V, ProRead™,
ProCoder™, and E-CODER®
• Sensus ECR II, ICE, iPerl, Electronic
Register and OMNI
• Hersey/Mueller Translator
• Badger ADE and HR E|LCD
• Elster/AMCO InVision (Sensus
protocol version)
Options
System Compatibility
• Handhelds with R900® belt clip
transceiver - mobile RF
• R900 mobile data collector
- mobile RF
• R900 gateways - fixed network RF
• LoRaWAN gateway and NaaS

2.5”

2.4”
Dimensions
LoRaWAN® Wall Endpoint
LoRaWAN® Pit Antenna
LoRaWAN® Pit Endpoint

• Deploy a LoRaWAN network
with ease
• Reduce infrastructure
with longer range LoRa®
transmissions
• Ensure end-to-end security
and confidentiality with 128-Bit
AES encryption
• Eliminate the hassle associated
with programming gateways
and endpoints
Easily integrated into the Neptune R900® System, the LoRaWAN® gateway helps you to get the most value from your LoRaWAN endpoint infrastructure and allows you to migrate at your own pace from a walk-by or mobile Automatic Meter Reading (AMR) to an Advanced Metering Infrastructure (AMI).

The LoRaWAN® gateway allows you to quickly deploy your own LoRaWAN-based AMI Network that provides robust fixed network meter reading with the capability to support additional LoRaWAN Smart Water applications. LoRa’s adaptive data rate (ADR) technology optimizes data rates, connectivity, and capacity of the network, providing a scalable AMI and Smart Water solution. Easily collect critical metering data to improve operations and customer support and optimize distribution system management.

Future-Proof Your
AMI Data Collection
Neptune® R900® System: LoRaWAN® Gateway

Neptune Technology Group
1600 Alabama Highway 229
Tallassee, AL 36078
800-633-8754 f 334-283-7293
neptunetg.com
© 2021 Neptune Technology Group Inc. All Rights Reserved. The trademarks, logos and service marks displayed in this document herein are the property of Neptune Technology Group Inc., its affiliates or other third parties. Availability and technical specifications are subject to change without notice. 21-006131 PS LoRaWAN GATEWAY 11.21 Specifications
LoRa® Radio Parameters
• 902 - 915 MHz (Rx)
• 923 - 928 MHz (Tx)
• 72 channels
• 1W (Tx Power)
Installation Options
• Rooftop
• Pole 2” - 16” diameter (5cm – 40cm)
• Wall
• Water towers
• Street lights
Power Supplies
• 100 - 140 VAC
• Solar

8.748”

10.535”

8.748”

10.535”

3.976”
Battery Backup
• UPS provides up to 18 hours of
battery backup
Backhaul Options
• Multi-Carrier 4G LTE
cellular modem
• Ethernet
Environmental
• IP67 enclosure
• Operating temperature:
-40°F to +131°F
(-40°C to +55°C)
• 10 - 100% condensing
operational humidity
• Weight 11 lbs (5 Kg)

• Reliable, accurate,
and field-proven
• Seamless compatibility
with all generations of
R900® endpoints
• Automatic, rugged, portable,
and easy-to-use
• Improves accuracy, increases
reader safety, and reduces
reading time
• Common core code base
for faster availability of new
features and functionalities
• Save money with flexible
hardware connection options
via Bluetooth or USB
• Makes Automatic Meter
Reading (AMR) safer
and simpler
• Small enough to fit in
any vehicle
The Neptune® mobile data collector provides fast, accurate automatic water meter reading to preserve resources, create operational efficiencies, and enhance safety. Critical data is transformed into actionable information to help identify causes of loss. Access to consumption data and alerts of leaks and backflow conditions aid in proactively addressing high bill complaints, reducing delinquent payments, and eliminating write-offs.

The R900® System is designed to easily support past generations of meters, encoder registers, and data collectors – preserving your asset investments and offering the flexibility to incorporate future innovations as needed.

Streamline Meter Reading
Neptune R900® System: Mobile Data Collector

Neptune Technology Group
1600 Alabama Highway 229
Tallassee, AL 36078
800-633-8754 f 334-283-7293
neptunetg.com
© 2023 Neptune Technology Group Inc. All Rights Reserved. The trademarks, logos and service marks displayed in this document herein are the property of Neptune Technology Group Inc., its affiliates or other third parties. Availability and technical specifications are subject to change without notice. 23-009899 MOBILE DATA COLLECTOR 04.23 Specifications
Physical Specifications
• Dimensions:
8” (width) x 3.15” (height) x 11”
(length excluding connections
and handle)
• Weight: ~5 lbs
Electrical Specifications
• Power consumption: < 1A
• Power supply: 12V DC via vehicle
power source adapter
Environmental Conditions
• Operating temperature:
-4ºF to +122ºF (-20ºC to +50ºC)
• Storage temperature:
-40ºF to +185ºF (-40ºC to +85ºC)
• Operating humidity: 5 to 95% noncondensing relative humidity Mobile Computing
Hardware Specifications
Neptune recommends the following
for optimal performance:
• Android operating system versions
11 – 13 with recommended
Samsung, Google, and Motorola
device manufacturers
• Apple iOS versions 13 – 16 for
iPhones and iPads
Neptune 360 (Head End System):
• Google Chrome and Microsoft
Edge web browsers
• Microsoft Edge web browser for
optimal viewing and performance
when using touch screen monitors

• Increases meter
reading efficiency
• Reduces data logging
information retrieval time
• Compatible with all
generations of R900®
endpoints and future products
• In-field customer support via
Bluetooth technology
• Exceptional radio frequency
(RF) throughput reduces meter
reading time
• Versatility to read both water
and electric meters
• iOS and Android compatible
• Common core code base
for faster availability of new
features and functionalities
The belt clip transceiver delivers exceptional walk-by meter reading and convenient in-field customer support by eliminating meter access issues and accelerating the retrieval of valuable meter data. Automated meter reading improves accuracy, identifies hidden causes of loss, and optimizes the operational efficiency by ensuring that the data collected is accurate and communicated quickly. Access to real-time consumption data in the field allows for proactive customer service — enabling impromptu service calls and the ability to address customer service issues on-site without a separate truck roll, maximizing field efficiency.

As part of the Neptune® R900® System, the belt clip transceiver is compatible with past generations of equipment while remaining flexible to incorporate future innovations — allowing you to add new features and equipment at your own pace.

Access Critical Data
in the Field
Neptune® R900® System: Belt Clip Transceiver

Neptune Technology Group
1600 Alabama Highway 229
Tallassee, AL 36078
800-633-8754 f 334-283-7293
neptunetg.com
Normal Unattended
Operations USB Mass Storage
Bluetooth Pairing to Devices Required N/A No. Used for firmware updates and transfer of data via USB from SD card to Neptune software
Trimble Nomad 900B/900LE/ 1050B/1050LE Compatible Yes N/A Trimble Ranger 3 Yes N/A
Trimble Ranger 5 Yes N/A
Honeywell CN80 Yes N/A
iOS App Compatible Yes1 N/A
Android App Compatible Yes1 N/A
R900Compatible Yes Yes
Advantage / Pocket ProReader Compatible Yes No
Data Logging Compatible Yes No
SD Card Data Storage Yes Yes
Communication
• Bluetooth 4.1 or later and USB
handheld software compatibility
with Neptune® 360™
Power Supply
• Rechargeable lithium-ion battery
pack – 5000 mAh capacity
• Field-replaceable, recommended
replacement every 2 years
Memory
• 4GB SD card
Device Compatibility
• Trimble Nomad
900B/900LE/1050B/1050LE,
Trimble Ranger 3, Trimble Ranger
5, Honeywell Dolphin CN80, and
Android/iOS mobile devices1
Specifications
Mode Overview
1 Contact Neptune Customer Support for the latest device and operating system compatibilities. © 2023 Neptune Technology Group Inc. All Rights Reserved. The trademarks, logos and service marks displayed in this document herein are the property of Neptune Technology Group Inc., its affiliates or other third parties. Availability and technical specifications are subject to change without notice. 23-010381 PS BELT CLIP TRANSCEIVER 09.23 Indicators
• Four LEDs identify Bluetooth
communication, RF status, mode
status, and battery status
Dimensions
• Height: 3.58” (9.1 cm)
• Width: 1.66” (4.22 cm)
• Length: 5.75” (14.6 cm)
Weight
• 1.1 lbs. (499g) including
rechargeable battery
Temperature Range
• Operating: -4°F to +122°F
(-20°C to +50°C)
• Storage: -40°F to +185°F
(-40°C to +85°C)
Accessories
• Spare battery
• Spare battery charger
• Belt clip
• SD card
• 12V USB vehicle power cable
Warranty
• One-year comprehensive warranty
• Hardware maintenance
contracts available
Receiver Channels: 50
Number of Simultaneous Channels: 8
Approvals
• FCC Class B
• IC

Neptune® 360™
Meter Data Management Platform
A Product of Neptune Technology Group

Data is just data unless you can use it effectively.

Go beyond basic meter reading and billing with
Neptune® 360™ and gain a deeper understanding of the
data you collect for faster, more informed decisions.

From mobile meter reading to an AMI network, use
the same software platform. Your utility and consumer
data all in one place, without the burden of maintaining IT infrastructure.

Integrate and share your data seamlessly, respond
to your customers faster, and proactively identify
and resolve issues quickly with software designed
specifically for water utilities.

Turn Information
into Action
i

Share Information
Your management, maintenance,
customer service, water conservation,
and other departments all need fast,
easy access to information. Share and
leverage actionable data captured
by Neptune 360, empowering
collaboration and helping predict
impacts on your utility. The platform
seamlessly integrates meter data,
event data, and alerts directly with
third-party work order systems,
customer portals, hydraulic modeling
applications, and other systems
through Application Programming
Interfaces (APIs).

Putting Your Data
in View
Having data is one thing,
making sense of it is
another. Neptune 360
delivers an intuitive, userfriendly design, making
data clear and easy to
interpret. Examining your
entire AMI network using
system-wide Key Performance
Indicators and geographical views
assists with identifying areas
of concern and finding ways to
maximize operational efficiencies.

Quickly access a dashboard view
of your largest water customers
while also providing consumers
self-service access to their water
consumption. Analysis of individual
trends and usage patterns helps
resolve customer service calls with
confidence. Detailed reporting of
consumption activity, potential
leaks, and reverse flow will keep you
ahead of issues that could impact
your utility’s revenue.

Lift Your IT Burden with a
Cloud-Based Solution
Boost utility efficiency with
Neptune 360. No longer install
servers or perform upgrades. All you
need is an Internet browser to log on
from anywhere at any time.

An Application that Grows
as You Grow
From mobile meter reading today,
to moving to an AMI network
tomorrow, the same software
platform is utilized. Apply trend
analysis in rate structure planning
and usage initiatives. The modularbased platform makes it easy to turn on new features as your needs
evolve, bringing you critical data to
proactively plan for tomorrow.

Trust the Data
Data accuracy and dependability
matter. By implementing the highestlevel architecture, Neptune ensures data integrity with processes and
tools to maintain quality from the
meter to the platform as part of
routine business operation.
$
0 11 0 111 0 1 1 0 0 01 1 0 1 0 0 111 0 0 0 0 1 0 111 0 1 0 0 A True Sense of Security
Ease your security concerns and
stay focused on the critical work of
water. Neptune 360 is SOC-certified
and operates from a continuouslymonitored world-class data center, providing the highest level of
security, redundancy, and disaster
recovery services.

Enhance utility customer service and
operational efficiency by providing
consumers with a convenient,
proactive way to monitor their own
water consumption 24/7. Users
no longer have to wait for a bill to
detect possible issues, which means
less water lost and fewer high
bill complaints.

Users can set water thresholds and
out-of-town alerts for greater peace
of mind. And water conservation is
encouraged when consumers can
see how much they actually use with
easy-to-read charts and graphs.

Neptune My360 is web-based to
work on all devices and is always
up-to-date. Easily customize to your
utility’s branding and get up and
running quickly without the need for
complex integrations.

Neptune® My360™ Consumer Portal

Stream accurate actionable data
right into Neptune® 360™.

METERS MATTER
Analyze and share meaningful data with a platform
that empowers utilities. Actionable insights help you
achieve your goals and objectives.

Connect AMI
network data.

FUTURE

PROOF AMI
+ ACT QUICKLY
+ PLAN FOR THE FUTURE
+ MANAGE GROWTH
Sync collected
data easily.

WALK-BY
DATA
MOBILE
Incorporate mobile
data collection.

BRING YOUR

OWN DEVICE
Eliminate specialized
devices and communicate
efficiently.

THIRD PARTY

SOFTWARE
Link data with third
party applications (such
as CIS and ESRI).

CONSUMER PORTAL
Intuitive self-service solution to
view consumption and
encourage conservation.

Neptune Technology Group
1600 Alabama Highway 229
Tallassee, AL 36078
800-633-8754 f 334-283-7293
neptunetg.com
© 2023 Neptune Technology Group Inc. All Rights Reserved. The trademarks, logos and service marks displayed in this document herein are the property of Neptune Technology Group Inc., its affiliates or other third parties. Availability and technical specifications are subject to change without notice. 23-009572 360 BROCHURE 03.23 Specifications
Neptune 360
• Google Chrome and Microsoft Edge
web browsers supported
• When using touch screen monitors,
Neptune recommends Microsoft
Edge web browser for optimal
viewing and performance
Neptune 360 Mobile
Neptune 360 Mobile supports Android,
iPhone, and iPad devices running the
following operating systems:
• Android:
ο Recommended device
manufacturers: Samsung, Nexus,
or Motorola
ο Supported OS Versions: 5.1 – 11
• iOS:
ο Versions 10.3.1 – 15
Neptune My360
• A web browser with Internet
connectivity is required
• Responsive design with capability to
run on desktop, laptop, tablet and
mobile devices
Neptune® 360™ Mobile
Neptune 360 Mobile provides direct communication via
wireless from the field without the need to go back into the office, yielding data on demand for more efficient
customer service. Other application capabilities include RF Test, Off-Cycle Read, and Data Log to capture 96 days of hourly historical consumption — addressing customer
issues faster.

Bring Your Own Device to Field Operations
Save money and time with Neptune 360 Mobile — use your utility’s existing Android or iOS cell phones or tablet devices to perform meter reading. Pair with a Neptune R900® System belt clip transceiver or mobile data collector and expand your field device options when performing re-reads, reading monthly routes or even responding to high water bill complaints.

Neptune® 360™ Benefits
• Neptune-managed system with
no installation required
• Cloud-based solution in a world-class
data center with the highest level of security and
disaster recovery/redundancy
• 24/7 software system monitoring
• Retain data ownership in a system designed
exclusively for water utilities
• Integrate and access Data Analytics across
departments — helping your utility achieve
goals and objectives
• Identify potential leaks, excessive consumption, and reverse flow to proactively resolve issues faster
• Migrate easily from mobile to fixed network
• Aid Non-Revenue Water reduction, conservation, and rate planning • A single platform across devices that can be accessed anywhere at any time 96 days of hourly
historical
consumption
SOC for Service Organizations | Service Organizat oi n
AICPA s
SOC
aicpa.org/soc4so
™

DESCRIPTION OF SERVICE
Neptune® 360TM
The Neptune® 360TM cloud platform delivers an intuitive, user-friendly design, making AMR and AMI meter reading data clear and easy to interpret. System-wide Key Performance Indicators and geographical views assist with identifying areas of concern and ways to maximize operational efficiency and improve overall customer service and quality of service.

Description of Services
The Neptune 360 subscription provides the customer with a non-transferable license to access the Neptune 360 application for all internal personnel. The Customer shall not permit the use of the Service by any unauthorized third parties, unless mutually agreed in writing. The subscription includes the following services:
• Secure access to the Neptune 360 platform, which includes:
o Neptune 360 Web App
o Neptune 360 Mobile App
o Neptune 360 Field Manager App
o Application Programming Interfaces (if applicable)
• 24x7 application and security monitoring
• Database preventive maintenance and scalability monitoring • Software upgrades and updates, with prior notice via email • Providing all server operating system and hardware updates • Data back-up and replication
• Data Security and Business Continuity Plan (BCP) processes • Telephone support at 1-800-647-4832 Monday-Friday from 7:00am-5:00pm Central time, excluding corporate holidays, and email support at [email protected] Service Level Objectives
• Availability. Neptune will use commercially reasonable efforts to provide at least 99% uptime of Neptune 360, excluding communicated maintenance windows. • Ticket Issuance. Neptune will open a trouble ticket upon the earlier to occur of: (i) when Neptune first observes an issue; or (ii) when Customer first reports the issue. If an issue relates to Customer’s system and Neptune becomes aware of the issue, Neptune will promptly report this information to Customer.

Technical support hours are Monday-Friday from 7am-5pm Central Time. Neptune’s commitment is to open a ticket and respond to said ticket within 24 hours of issue identification. • Response Time. The urgency and time to correct will be dependent upon the issue itself and its impact to the Customer to perform billing functions (a “Billing Impediment”). Neptune shall prioritize the correction of any Billing Impediment and shall endeavor to correct such problems within 72 hours after issue identification. Other issues are considered a bug and fixes will be implemented upon an assigned software major or minor release schedule.

Data Ownership
All data that is received from the Neptune 360 platform is captured, processed, stored, and accessed within the country in which the utility customer resides. Any data and information provided to Neptune by Customer or its Consumers (“Customer Data”) remains the property of Customer. Customer grants to Neptune the right and license to host,

DESCRIPTION OF SERVICE
access, store, and use the Customer Data for the purposes of providing and maintaining the Service. Upon expiration or failure to renew the subscription, Neptune will no longer provide the Service and Customer may no longer use the platform. Within 30 days of the expiration effective date, the Customer may provide a written request for any Customer Data. Neptune will use commercially reasonable efforts to provide Customer Data in a mutually agreed upon format for export or download so long as Customer is current in all payments to Neptune.

Neptune has no obligation to maintain or provide the Customer Data, unless otherwise required to do so by law.

Application Programming Interfaces
• License. For the sole purpose of creating an interface between Neptune 360 and applications licensed by Customer from third parties, the subscription includes a non-exclusive, non-transferable license to use APIs as well as related documentation required for their implementation. • Limitations on Rights of Use. Customer shall not use the API for any other purpose except as expressly authorized in writing. Customer has no rights to the object code or source code of the API. Customer may not disassemble, decompile, reverse translate or apply any other procedure to a non- source code delivered API. Any rights in API(s) and the Documentation not expressly granted to Customer in writing shall remain with Neptune.
• Upgrades. Neptune may make changes to the APIs from time to time. Neptune will make commercially reasonable efforts to maintain backward compatibility of the APIs but makes no guarantees and assumes no obligation to ensure backward compatibility. APIs may not remain compatible with third-party software or programs after changes to the APIs, changes to third-party software or programs, or changes to the Neptune 360 platform.
• Third-Party Use. Customer acknowledges and agrees that the license shall not extend to any third-party of Customer and if Customer desires to engage third parties to utilize Neptune’s APIs for development or any other purposes, Neptune’s prior written consent must be obtained. Upon receiving consent, the third-party must enter into a separate agreement with Neptune prior to using the APIs.

Disclaimer of Warranties

OTHER THAN THE SERVICE LEVELS LISTED ABOVE, NEPTUNE DOES NOT MAKE ANY WARRANTY, EXPRESS OR

IMPLIED, WITH RESPECT TO THE SERVICES RENDERED HEREUNDER, AND HEREBY EXPRESSLY DISCLAIMS ALL

WARRANTIES, EXPRESS AND IMPLIED, WITH RESPECT TO SUCH SERVICES, INCLUDING, BUT NOT LIMITED TO, ANY

IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTIBILITY AND FITNESS FOR A PARTICULAR PURPOSE, AND NEPTUNE EXPRESSLY DISCLAIMS SUCH WARRANTIES AND CONDITIONS. © 2023 Neptune Technology Group Inc. All Rights Reserved. The trademarks, logos and service marks displayed in this document herein are the property of Neptune Technology Group Inc., its affiliates or other third parties. Availability and technical specifications are subject to change without notice. Neptune engages in ongoing research and development to improve and enhance its products. Therefore, Neptune reserves the right to change product or system specifications without notice. DS NEPTUNE 360 02.23
neptunetg.com
Neptune Technology Group
1600 Alabama Highway 229
Tallassee, AL 36078
800-633-8754 f 334-283-7293

TECHNICAL SUPPORT 248.397.9083 [email protected]

LOANER EQUIPMENT WHEN YOU NEED IT MOST
In the event your reading equipment fails, Ferguson customers have access to loaner equipment at no additional cost – we’ll even cover the shipping to and from your office.

ANNUAL SOFTWARE TRAINING FOR YOUR STAFF
Cloud-based software has many advantages, including the ability to roll out new features quickly.

We’re here to ensure your team’s knowledge grows along with Neptune 360’s capabilities.

ACCESS TO FERGUSON’S NEPTUNE-DEDICATED SUPPORT TEAM
Ferguson boasts an 11-person, US-based technical support staff that works solely on Neptune metering and technology systems. We help you solve issues from billing to data analysis.

NEPTUNE 360

ANNUAL AGREEMENT
WHAT DO I GET FOR MY SUBSCRIPTION FEE?
Beyond access to the Neptune 360 software platform and its suite of mobile applications, you also receive the following benefits from partnering with Ferguson on your annual software agreement.

MANUFACTURER’S

WARRANTY SHEETS

© 2023 Neptune Technology Group Inc. All Rights Reserved. The trademarks, logos and service marks displayed in this document herein are the property of Neptune Technology Group Inc., its affiliates or other third parties. Availability and technical specifications are subject to change without notice. W MACH 10 08.23

A NEPTUNE TECHNOLOGY GROUP WARRANTY STATEMENT
5/8” to 2” MACH 10® Ultrasonic Meter

1. TERMS OF LIMITED WARRANTY
With respect to its Neptune® MACH 10® water meter (“MACH 10”), Neptune Technology Group Inc. (“Neptune”) warrants that for meters sold on or after August 1, 2021, for potable water or combined potable water and residential fire service applications, the MACH 10 meter will be warranted to be free from manufacturing defects in workmanship and material as follows:

The MACH 10 will be, at the later of (i) the date of original purchase from Neptune or (ii) the date of original shipment from a Neptune-authorized distributor of water meters (that later date is referred to as “the Date of Shipment”), and will remain for a period of 18 months from the Date of Shipment, or 12 months from date of installation, whichever comes first, free from manufacturing defects in workmanship and material.

Neptune makes the following additional warranties with respect to certain MACH 10 components, dependent upon the size of meter:

a) Lead Free Bronze Maincase
i) 5/8” – 1” MACH 10
Neptune warrants that the MACH 10 lead free bronze maincase will be free from manufacturing defects in workmanship and material for twenty (20) years from the Date of Shipment.
ii) 1½” – 2” MACH 10
Neptune warrants that the MACH 10 lead free bronze maincase will be free from manufacturing defects in workmanship and material for ten (10) years from the Date of Shipment.
b) Electronics (Battery, PCB, Transducers, LCD)
i) 5⁄8” – 1” MACH 10
Neptune warrants that the electronics of the MACH 10 will be free from manufacturing defects in workmanship and material for a period of twenty (20) years from the Date of Shipment. Neptune will repair or replace a non-performing MACH 10 free of charge for the first ten (10) years and at a discount of the then-current list price during the following ten (10) years per the schedule at the right. The MACH 10 warranty does not include the external housing that encapsulates the electronics.

Replacement Price Discount
Year of Failure 5/8” to 1”
MACH 10®

1.5” to 2”
MACH 10®
1-10 Full replacement 100% Full replacement 100%
11 70% n/a
12 70% n/a
13 60% n/a
14 60% n/a
15 50% n/a
16 45% n/a
17 40% n/a
18 35% n/a
19 30% n/a
20 25% n/a
*Replacement price discount percentages will be applied towards the then-current list price in effect for the year product is accepted by Neptune under warranty conditions. Replacement MACH 10 electronics are warranted for one (1) year after date of shipment or balance of original MACH 10 warranty, whichever is greater.

ii) 1½” – 2” MACH 10
Neptune warrants the electronics of the MACH 10 will be free from manufacturing defects in workmanship and material for a period of ten (10) years from the Date of Shipment. Neptune will repair or replace a non-performing MACH 10 free of charge during the ten (10) year Warranty Period. The MACH 10 warranty does not include the external housing that encapsulates the electronics.

With respect to Section 1 and subparts a) and b), the period from the Date of Shipment to the expiration of the specified time period is the “Warranty Period” with respect to each specified component. Neptune shall not be responsible for any defects in the MACH 10 or any specified component (whether due to design, materials, manufacture, or otherwise) that manifest themselves after the expiration of the specified Warranty Period.

2. MACH 10 METER ACCURACY
Provided that the MACH 10 meter and the components specified in Section 1 and subparts a) and b) are functioning properly (regardless of whether the MACH 10 meter and specified components are within or outside an applicable Warranty Period), Neptune makes the following warranties with respect to meter accuracy, dependent upon the size of meter:
i) 5/8” – 1” MACH 10
Neptune MACH 10 meters are warranted to meet or exceed meter accuracy of ±1.5% for the published ranges set forth in Neptune’s current product sheet in existence at the time of the Date of Shipment of the MACH 10 meter for twenty (20) years from Date of Shipment. Neptune further warrants the MACH 10 to meet or exceed extended low flow accuracy of ±3% for the published ranges set forth in Neptune’s current product sheet in existence at the time of the Date of Shipment of the MACH 10 meter for twenty (20) years from Date of Shipment.
ii) 11/2” – 2” MACH 10
Neptune MACH 10 meters are warranted to meet or exceed meter accuracy of ±1.5% for the published ranges set forth in Neptune’s current product sheet in existence at the time of the Date of Shipment of the MACH 10 meter for ten (10) years from date of shipment. Neptune further warrants the MACH 10 to meet or exceed extended low flow accuracy of ±3% for the published ranges set forth in Neptune’s current product sheet in existence at the time of the Date of Shipment of the MACH 10 meter for ten (10) years from Date of Shipment.

3. WARRANTY RETURNS
If a Neptune MACH 10 meter fails an accuracy test during an applicable Warranty Period, it may be returned to Neptune for evaluation. Any MACH 10 meter proved to the satisfaction of Neptune to have failed the warranties set forth in this Certificate of Warranty will, at the option of Neptune, be repaired or replaced at no cost to the customer. An accuracy test shall be conducted by the customer according to then-current AWWA testing standards. Any meter being returned for repair to Neptune under this performance warranty must be returned with a copy of the customer’s test results. If the meter is returned to Neptune without a copy of the test results or if Neptune’s factory test shows the meter to meet Neptune’s published accuracy specifications, then the customer will be charged a nominal testing fee by Neptune in such cases. If after the meter has been tested by Neptune, Neptune determines that the meter has failed the warranties set forth in this Certificate of Warranty, then Neptune will repair or replace the meter at Neptune’s option. Repaired or replacement MACH 10 meters are warranted for one (1) year after Date of Shipment of the repaired or replacement MACH 10 meter or the balance of the original MACH 10 meter warranty, whichever is greater.

4. RESPONSIBILITY LIMITED TO COSTS OF REPLACEMENT AND REPAIR If the MACH 10 fails to meet the warranties set forth in Sections 1 and 2 of this Certificate of Warranty, then Neptune, at its option shall repair or replace the MACH 10 or part thereof, provided that (a) the MACH 10 is delivered to a Neptune representative, (b) the MACH 10 is accompanied by a Return Material Authorization (RMA), and (c) all costs of delivery to Neptune are assumed by the purchaser of the MACH 10. Neptune’s liability is limited to its costs of replacement and repair of the non-performing MACH 10, and without limitation, this warranty does not include field replacement, labor, or materials costs, which are the responsibility of the customer. Damages resulting from miscalculation of water usage or lost revenue or profit are not recoverable from Neptune. It is the responsibility of the customer to periodically verify the operation and accuracy of its meters.

5. WARRANTIES ARE INAPPLICABLE UNDER CERTAIN CONDITIONS The warranties set forth in this Certificate of Warranty do not apply to any MACH 10 meter that has been damaged by, or subjected to, conditions which, in the opinion of Neptune, have affected the ability of the MACH 10 to perform, including but not limited to: misuse; improper handling, application or installation; excessive operating conditions; foreign materials in the water; aggressive water conditions; tampering or unauthorized repairs or modifications; accidental or intentional damage; or acts of God. This Certificate of Warranty shall not apply if the product is placed in a non-recommended installation, is connected or altered by other than Neptune recommended procedures or is read by equipment not approved or licensed by Neptune. Neptune makes no claims concerning operability and/or compatibility or third-party reading systems. In addition, this Certificate of Warranty shall not apply if third-party reading equipment is believed to have caused damage to the MACH 10. In order to determine its liability, if any, under this Certificate of Warranty, Neptune shall have the right to inspect any MACH 10 meter or part thereof that is claimed to be defective at Neptune or other location designated by Neptune.

THE ABOVE WARRANTY FOR THE MACH 10 WATER METER IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY NEPTUNE WITH RESPECT TO THE MACH 10. ALL OTHER WARRANTIES, CONDITIONS, TERMS, REPRESENTATIONS, OR OTHER LEGALLY OPERATIVE PROVISIONS CONCERNING THE MACH 10 ARE HEREBY EXPRESSLY

EXCLUDED, INCLUDING, WITHOUT LIMITATION, ANY WARRANTY, CONDITION, TERM, AND REPRESENTATION OR OTHER LEGALLY OPERATIVE PROVISION AS TO MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. THIS PARAGRAPH IS EXPRESSLY INTENDED TO EXCLUDE FROM THIS CONTRACT ALL STATUTORY AND COMMON LAW WARRANTIES TO THE MAXIMUM EXTENT PERMITTED BY LAW. TO AVOID ANY AMBIGUITY OR MISUNDERSTANDING, ALL PROBLEMS ARISING WITH A MACH 10 WATER METER AFTER THIS POINT SHALL BE BUYER’S RESPONSIBILITY. NEPTUNE’S LIABILITY SHALL IN NO EVENT EXCEED THE PURCHASE PRICE OF THE MACH 10 WATER METER. NEPTUNE SHALL NOT BE SUBJECT TO AND DISCLAIMS THE FOLLOWING: (1) ANY OTHER OBLIGATIONS OR LIABILITIES ARISING OUT OF BREACH OF CONTRACT OR OF WARRANTY, (2) ANY OBLIGATIONS WHATSOEVER ARISING FROM TORT CLAIMS (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR ARISING UNDER

OTHER THEORIES OF LAW WITH RESPECT TO PRODUCTS SOLD OR SERVICES RENDERED BY NEPTUNE, OR ANY UNDERTAKINGS, ACTS, OR OMISSIONS RELATING THERETO, AND (3) ALL CONSEQUENTIAL, INCIDENTAL, SPECIAL, MULTIPLE, EXEMPLARY, AND PUNITIVE DAMAGES WHATSOEVER. © 2023 Neptune Technology Group Inc. All Rights Reserved. The trademarks, logos and service marks displayed in this document herein are the property of Neptune Technology Group Inc., its affiliates or other third parties. Availability and technical specifications are subject to change without notice. W MACH 10 08.23

A NEPTUNE TECHNOLOGY GROUP WARRANTY STATEMENT
3” to 12” MACH 10® Ultrasonic Meter

1. TERMS OF LIMITED WARRANTY
With respect to its Commercial and Industrial Neptune® MACH 10® water meter (“MACH 10”), Neptune Technology Group Inc. (“Neptune”) warrants that MACH 10 meters sold on or after August 1, 2021, for potable water or combined potable water and fire service applications, will be warranted to be free from manufacturing defects in workmanship and material as follows:

The MACH 10 will be, at the later of (i) the date of original purchase from Neptune or (ii) the date of original shipment from a Neptune-authorized distributor of water meters (that later date is referred to as “the Date of Shipment”), and will remain for a period of 18 months from the Date of Shipment, or 12 months from date of installation, whichever comes first, free from manufacturing defects in workmanship and material. Neptune makes the following additional warranties with respect to certain MACH 10 components.
a) Lead Free Bronze Maincase
Neptune warrants at the Date of Shipment that the lead free, high copper bronze maincase of the MACH 10 will be free from manufacturing defects in workmanship and material for the life of the meter. b) Electronics (Battery, PCB, Transducers, LCD)
Neptune warrants that the unitized measuring element (UME) and/or electronics of the MACH 10 will be free from manufacturing defects in workmanship and material for a period of ten (10) years from the Date of Shipment. Neptune will repair or replace a non-performing MACH 10 UME free of charge for the first five (5) years and at a discount of the then-current list price, during the following five (5) years per the schedule to the right. The MACH 10 warranty does not include the external housing that encapsulates the electronics.

With respect to Section 1 and subparts a) and b), the period from the Date of Shipment to the expiration of the specified time period is the “Warranty Period” with respect to each specified component. Neptune shall not be responsible for any defects in the MACH 10 or any specified component (whether due to design, materials, manufacture, or otherwise) that manifest themselves after the expiration of the specified Warranty Period.

2. MACH 10 METER ACCURACY WARRANTY
Provided that the MACH 10 meter and the components specified in Section 1 and subparts a) and b) are functioning properly (regardless of whether the MACH 10 meter and specified components are within or outside an applicable Warranty Period detailed above), Neptune makes the following warranties with respect to meter accuracy:

Neptune MACH 10 meters are warranted to meet or exceed new meter accuracy per AWWA specifications of ±1.5% for the published ranges set forth in Neptune’s current product sheet in existence at the time of the Date of Shipment of the MACH 10 meter for ten (10) years from Date of Shipment. Neptune further warrants the MACH 10 to meet or exceed extended low flow accuracy of ±3% for the published ranges set forth in Neptune’s current product sheet in existence at the time of the Date of Shipment of the MACH 10 meter for ten (10) years from Date of Shipment (that period being the “Accuracy Warranty Period”).

Year of Failure MACH 10®
Replacement Price Discount*
1-5 Full replacement 100%
6 70%
7 60%
8 45%
9 35%
10 25%
* Replacement price discount percentages will be applied towards the then-current list price in effect for the year product is accepted by Neptune under warranty conditions. Replacement MACH 10 electronics are warranted for one (1) year after date of shipment or balance of original MACH 10 warranty, whichever is greater.

3. WARRANTY RETURNS
If a Neptune MACH 10 meter fails an accuracy test during the Accuracy Warranty Period, the meter or UME may be returned to Neptune for evaluation. An accuracy test shall be conducted by the customer according to then-current AWWA testing standards. Any meter being returned for repair to Neptune under the accuracy warranty must be returned with a copy of the customer’s test results. If the meter is returned to Neptune without a copy of the test results or if Neptune’s factory test shows the meter to meet Neptune’s published accuracy specifications, then the customer will be charged a nominal testing fee by Neptune in such cases. If after the meter has been tested by Neptune, Neptune determines that the meter has failed the accuracy warranty set forth in this Certificate of Warranty, then Neptune will repair or replace the meter at Neptune’s option. Repaired MACH 10 meters are warranted for one (1) year after Date of Shipment of the repaired MACH 10 meter or the balance of the applicable original MACH 10 meter warranty (maincase, UME/electronics, or accuracy), whichever is greater.

If a replacement UME is deemed necessary, the new UME will include a new original warranty as specified in Sections 1 and 2 of this Certificate of Warranty.

4. RESPONSIBILITY LIMITED TO COSTS OF REPLACEMENT AND REPAIR If the MACH 10 fails to meet the warranties set forth in Sections 1 and 2 of this Certificate of Warranty, then Neptune, at its option shall repair or replace the MACH 10 or part thereof, provided that (a) the MACH 10 is delivered to a Neptune representative, (b) the MACH 10 is accompanied by a Return Material Authorization (RMA), and (c) all costs of delivery to Neptune are assumed by the purchaser of the MACH 10. Neptune’s liability is limited to its costs of replacement and repair of the nonperforming MACH 10, and without limitation, this warranty does not include field replacement, labor, or materials costs, which are the responsibility of the customer.

Damages resulting from miscalculation of water usage or lost revenue or profit are not recoverable from Neptune. It is the responsibility of the customer to periodically verify the operation and accuracy of its meters.

5. WARRANTIES ARE INAPPLICABLE UNDER CERTAIN CONDITIONS The warranties set forth in this Certificate of Warranty do not apply to any MACH 10 meter that has been damaged by, or subjected to, conditions which, in the opinion of Neptune, have affected the ability of the MACH 10 to perform, including but not limited to: misuse; improper handling, application or installation; excessive operating conditions; foreign materials in the water; aggressive water conditions; tampering or unauthorized repairs or modifications; accidental or intentional damage; or acts of God. This Certificate of Warranty shall not apply if the product is placed in a non-recommended installation, is connected or altered by other than Neptune recommended procedures or is read by equipment not approved or licensed by Neptune. Neptune makes no claims concerning operability and/or compatibility or third-party reading systems. In addition, this Certificate of Warranty shall not apply if third-party reading equipment is believed to have caused damage to the MACH

10. In order to determine its liability, if any, under this Certificate of Warranty, Neptune shall have the right to inspect any MACH 10 meter or part thereof that is claimed to be defective at Neptune or other location designated by Neptune.

THE ABOVE WARRANTY FOR THE MACH 10 WATER METER IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY NEPTUNE WITH RESPECT TO THE MACH 10. ALL OTHER WARRANTIES, CONDITIONS, TERMS, REPRESENTATIONS, OR OTHER LEGALLY OPERATIVE PROVISIONS CONCERNING THE MACH 10 ARE HEREBY EXPRESSLY

EXCLUDED, INCLUDING, WITHOUT LIMITATION, ANY WARRANTY, CONDITION, TERM, AND REPRESENTATION OR OTHER LEGALLY OPERATIVE PROVISION AS TO MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. THIS PARAGRAPH IS EXPRESSLY INTENDED TO EXCLUDE FROM THIS CONTRACT ALL STATUTORY AND COMMON LAW WARRANTIES TO THE MAXIMUM EXTENT PERMITTED BY LAW. TO AVOID ANY AMBIGUITY OR MISUNDERSTANDING, ALL PROBLEMS ARISING WITH A MACH 10 WATER METER AFTER THIS POINT SHALL BE BUYER’S RESPONSIBILITY. NEPTUNE’S LIABILITY SHALL IN NO EVENT EXCEED THE PURCHASE PRICE OF THE MACH 10 WATER METER. NEPTUNE SHALL NOT BE SUBJECT TO AND DISCLAIMS THE FOLLOWING: (1) ANY OTHER OBLIGATIONS OR LIABILITIES ARISING OUT OF BREACH OF CONTRACT OR OF WARRANTY, (2) ANY OBLIGATIONS WHATSOEVER ARISING FROM TORT CLAIMS (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR ARISING UNDER

OTHER THEORIES OF LAW WITH RESPECT TO PRODUCTS SOLD OR SERVICES RENDERED BY NEPTUNE, OR ANY UNDERTAKINGS, ACTS, OR OMISSIONS RELATING THERETO, AND (3) ALL CONSEQUENTIAL, INCIDENTAL, SPECIAL, MULTIPLE, EXEMPLARY, AND PUNITIVE DAMAGES WHATSOEVER. © 2021 Neptune Technology Group Inc. All Rights Reserved. The trademarks, logos and service marks displayed in this document herein are the property of Neptune Technology Group Inc., its affiliates or other third parties. Availability and technical specifications are subject to change without notice. W CI MACH 10 10.21

© 2021 Neptune Technology Group Inc. All Rights Reserved. The trademarks, logos and service marks displayed in this document herein are the property of Neptune Technology Group Inc., its affiliates or other third parties. Availability and technical specifications are subject to change without notice. W R900 ENDPOINT 08.21

A NEPTUNE TECHNOLOGY GROUP WARRANTY STATEMENT
R900® Endpoint

1. WARRANTY EFFECTIVE DATE
This warranty will be effective for any R900® endpoint that is shipped on or since August 1, 2021.

2. R900 ENDPOINT
Neptune Technology Group Inc. warrants that the R900 endpoint (which includes a Neptune-supplied battery that is not intended to be removable or replaceable) shall be free from defects in manufacture and design for a period of twenty (20) years from the “Date of Shipment” (such period being the “Warranty Period”). Neptune shall not be responsible for any defects in the endpoint (whether due to design, materials, manufacture, or otherwise) which manifest themselves after the expiration of the Warranty Period. Neptune will repair or replace a non-performing endpoint free of charge for the first ten (10) years and at discount off of the thencurrent list price during the remaining ten (10) years according to the discount schedule at the right.

3. WARRANTIES ARE INAPPLICABLE UNDER CERTAIN CONDITIONS This warranty does not include field replacement labor or materials costs, which are the responsibility of the utility. This warranty does not apply if product is placed in non-recommended installations; may have been repaired with parts not recommended by Neptune; converted, altered, or connected by other than Neptune recommended procedures; is used with other than genuine Neptune meter registers and components or read by equipment not approved or licensed by Neptune; or damaged due to improper care or maintenance, or improper periodic testing (please refer to the R900 Installation and Maintenance Guide). This warranty does not apply to any endpoint that has been damaged by, or subjected to, conditions which, in the opinion of Neptune, have affected the R900 endpoint’s ability of performance, including but not limited to: misuse; improper handling; application or installation; excessive operating conditions; tampering or unauthorized repairs and modifications; accidental or intentional damage; or acts of God. In no event shall Neptune be liable for special, incidental, indirect, or consequential damages, including, without limitation, lost revenue.

THE ABOVE WARRANTY FOR THE ENDPOINT IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY NEPTUNE WITH RESPECT TO THE ENDPOINT. ALL OTHER WARRANTIES,

CONDITIONS, TERMS, REPRESENTATIONS, OR OTHER LEGALLY OPERATIVE PROVISIONS CONCERNING THE ENDPOINT ARE HEREBY EXPRESSLY EXCLUDED, INCLUDING,

WITHOUT LIMITATION, ANY WARRANTY, CONDITION, TERM, AND REPRESENTATION OR OTHER LEGALLY OPERATIVE PROVISION AS TO MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. THIS PARAGRAPH IS EXPRESSLY INTENDED TO EXCLUDE FROM THIS CONTRACT ALL STATUTORY AND COMMON LAW WARRANTIES TO THE MAXIMUM EXTENT PERMITTED BY LAW. TO AVOID ANY AMBIGUITY OR MISUNDERSTANDING, ALL PROBLEMS ARISING WITH AN ENDPOINT AFTER THIS POINT ARE BUYER’S RESPONSIBILITY. NEPTUNE’S LIABILITY SHALL IN NO EVENT EXCEED THE PURCHASE PRICE OF THE ENDPOINT. NEPTUNE SHALL NOT BE SUBJECT TO AND DISCLAIMS THE FOLLOWING: (1) ANY OTHER OBLIGATIONS OR LIABILITIES ARISING OUT OF BREACH OF CONTRACT OR OF WARRANTY, (2) ANY OBLIGATIONS WHATSOEVER ARISING FROM

TORT CLAIMS (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR ARISING UNDER OTHER THEORIES OF LAW WITH RESPECT TO PRODUCTS SOLD OR SERVICES RENDERED BY NEPTUNE, OR ANY UNDERTAKINGS, ACTS, OR OMISSIONS RELATING THERETO, AND (3) ALL CONSEQUENTIAL, INCIDENTAL, SPECIAL, MULTIPLE, EXEMPLARY, AND PUNITIVE DAMAGES WHATSOEVER.

Year of Failure R900® Endpoint
Replacement Price Discount*
1-10 Full replacement: 100%
11 70%
12 70%
13 60%
14 60%
15 50%
16 45%
17 40%
18 35%
19 30%
20 25%
* Replacement price discount percentages will be applied towards the then-current list price in effect for the year product is accepted by Neptune under warranty conditions. Replacement endpoints are warranted for one (1) year after date of shipment or balance of original endpoint warranty, whichever is greater.

A NEPTUNE TECHNOLOGY GROUP WARRANTY STATEMENT
LoRaWAN® Gateway

1. WARRANTY
Neptune warrants that the Neptune LoRaWAN® Gateway data collector (the “Gateway”) will be free from defects in materials and workmanship, provided the Gateway is subject to normal use and service. The warranty period for the Gateway is 12 months from the shipment date from Neptune. Warranty services provided during warranty period are:
• For a unit defective in materials or workmanship, free repair (including parts and labor), or at Neptune’s discretion, replacement of the defective unit • Return shipment of repaired product via pre-paid ground service • Toll-free assistance at Customer Support 1-800-647-4832 or [email protected] • These services are purchaser’s exclusive remedy for warranty issues • Repair turnaround time of 10 working days, excluding transit time

2. NOT INCLUDED IN THE WARRANTY
Accessories and peripherals including battery, cables, USB thumb drives, solar panel systems, UPS or other back up power supplies, PoE Injectors, and antennas. • Equipment damaged by abuse or negligence, or environmental damage as a fault of fires and storms • Firmware modifications
• Priority Overnight return shipment of repaired units
• Gateways that have been modified by anyone other than Neptune without Neptune’s prior written consent, and/or that have been subjected to improper handling, storage, installation, operation, or maintenance
• Damage to Gateways caused by abrasive materials, corrosion due to aggressive fluids, lightning, improper voltage supply, mishandling, or misapplication Note: See original manufacturer warranty statements for more information on the UPS and solar panel system warranties.

3. EXTENDED MAINTENANCE ENTITLEMENT
Maintenance entitlement is available from your authorized Neptune sales representative. Maintenance entitlement during the extended period include:
• Free repair of unit, including parts and labor
• Return shipment of repaired product is pre-paid ground service • Free inspection and preventative maintenance
• Repair turnaround time of 10 working days, excluding transit time • Toll-free assistance at Customer Support 1-800-647-4832 or [email protected]

4. NOT INCLUDED IN EXTENDED MAINTENANCE ENTITLEMENT
• Accessories and peripherals including battery, cables, USB thumb drives, solar panel systems, UPS or other back up power supplies, PoE Injectors, and antennas. • Equipment damaged by abuse or negligence or environmental damage as a result of fires and storms • Firmware modifications
• Priority Overnight return shipment of repaired units

© 2022 Neptune Technology Group Inc. All Rights Reserved. The trademarks, logos and service marks displayed in this document herein are the property of Neptune Technology Group Inc., its affiliates or other third parties. Availability and technical specifications are subject to change without notice. W LoRaWAN GATEWAY 02.22

5. REPAIR NOTES
A Return Material Authorization (RMA) number MUST accompany all incoming repairs. This RMA number may be obtained by contacting Customer Support at [email protected] or 1-800-647-4832.
• Customer pays all incoming shipment charges
• All outgoing repairs are shipped ground service
• Requested Priority Overnight return shipment is paid by the customer • Repair warranty is 90 days from shipment date
• Warranty and maintenance contract repair turnaround time of 10 working days, excluding transit time • Non-warranty and non-maintenance contract repair turnaround time of 20 working days, excluding transit time. • All purchase order requests for repairs must be returned to Neptune within 30 working days of being issued. Failure to respond to a purchase order request will result in a forfeiture of the returned unit, and the returned unit may be discarded at Neptune’s discretion.

NEPTUNE DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.

PMI STATEMENT OF

QUALIFICATIONS

Delivering Innovative Metering Solutions Nationwide
Statement of Qualifications
Professional Meters, Inc. (PMI) was founded in 1999 in response to the rapidly growing market for automated meter reading systems for the water, gas and electric industry.

PMI specializes in the turnkey installation of AMR/AMI Systems nationwide. We have installed mobile, fixed, and mesh network systems and have worked with most of the industry’s major product manufacturers including Badger, Neptune, Itron, Elster, Sensus, Master Meter, Mueller, Eaton and Aclara.

Over the last twenty years, PMI has installed meters from Portland, Maine, to Kauai, Hawaii, and has managed projects ranging from 500 meters to 300,000 meters. PMI has demonstrated its ability to handle every aspect of a utility meter replacement program. Our experienced management staff carefully monitors the overall installation program ensuring timely delivery of project data as well as quick and professional installation. Our training and quality programs enable our installers to perform superior work and deliver accurate data, while our safety program help to protect both our employees and people around them.

Customer service and attention to detail are the cornerstones of our business. Your utility is unique, so our services are tailored to fit your organization. Our staff is highly specialized and trained as well as sensitive to the individual needs that may arise out of this project. PMI prides itself on our “out of the box” thinking and always puts the customer at the top of the priority list. PMI utilizes professional, friendly, and experienced installers. Extra care is taken on every installation so that each resident is satisfied with the entire process. Our customer care philosophy becomes your success.

PMI has been actively involved with dozens of public works projects in California and has office locations in Fremont and Oxnard. Since 2015, PMI has installed over 175,000 smart meters throughout the state. PMI has no history of default termination.

PMI has managed every type of mass meter project including inside-set and appointment jobs, meter pit jobs, and specialized plumbing jobs. In past projects, our installers have performed simple meter exchanges, new meter cut-in work, and plumbing repairs or modifications such as installing new meter pits, valves, adapters, re-plumbing and more. We have utilized both union and non-union labor forces and have experienced installers on every meter project. PMI has worked nationwide and is mindful to the specific needs of every utility. The variety of projects and types of customers we have performed work for has allowed us to create a management approach that is scalable to the needs of every mass installation program.

Professional Meters, Inc.
3605 North Rte. 47 • Suite E
PO Box 506
Morris, IL60450
P: 815.942.7000 • F: 815.941.1091
www.prometers.com

Delivering Innovative Metering Solutions Nationwide
Project Management Overview
During the Project Planning Phase, PMI will work with the City to develop an installation schedule for deployment. This schedule will consider product delivery dates, utility black-out dates, and route clean up. Other tasks that will be accomplished prior to commencing installations include:
• Establish Communication Matrix for routing issues or questions for City personnel.
• Develop Customer Communication notifications and submit for approval to the utility.
• Receive an initial City data file with accounts targeted for upgrade. This data file will serve as a basis for PMI WOMS and the deployment plan. Due to the longevity of this project, PMI will work with the City to develop a schedule for receiving updated City data files.
• Create PMI Project Portal. A password-protected project web portal will be developed for this project allowing project personnel access to a wide variety of progress and installation reports. Install data including photos will be accessible via this portal.
• Develop a project-specific workflow for PMI’s iOS-based Field Tool app. PMI will collect installation data, including photos, via PMI Field Tool. • Receive City billing schedule and blackout schedule (if applicable). This will be imported into PMI WOMS and considered during project planning. • Identify and establish warehouse space. PMI will provide inventory management and ownership of material prior to install.
• Develop installation data upload file. PMI will format installation data for City personnel to upload meter exchange data en-masse via the web portal or FTP site.
• Establish a project-specific Quality Control/Quality Assurance Program. Field staff and quality control technicians will be trained on manufacturer installation procedures, proper photo collection, and data collection requirements. • Establish a project-specific Safety Plan. Safety Plan will incorporate project description, organization and responsibilities, general safety requirements, training requirements, and emergency responses.
• Receive access to AMI meter reading software. If made available, PMI will import a daily read file to PMI WOMS to ensure each meter is successfully reporting to the system prior to upload to the City.
• Receive inventory certification files from the Meter Manufacturer. PMI imports inventory serial numbers and size data into its WOMS to serve as a quality control measure.
• Establish installation project schedule to meet production goals. This schedule will consider utility billing schedule and blackout schedule, utility holidays, product delivery schedules, and utility preferences.

During Mass Deployment, PMI will provide consistent management support for installation efforts. Deliverables include:

Delivering Innovative Metering Solutions Nationwide
• Address and manage customer questions, concerns, and claims. All issues are recorded with timestamp and pictures and made available for City review on the project portal.
• Attend project update meetings, as necessary. PMI Field Installation Manager will be onsite for the duration of the project and will be available for all meetings.

PMI Project Manager will be onsite as necessary and will always be available for project update meetings remotely.
• Coordinate with AMI Vendor and City staff regarding material delivery dates and installation schedule. PMI has managed installation services for hundreds of projects and is confident we will be able to successfully work with selected AMI Vendor to establish communication matrix and schedule.
• Create project-specific reports to be displayed on the project web portal. PMI’s web portal is completely customizable and can display any reports the City requires.
• Provide inventory security and management. PMI barcode scans inventory into possession for tracking purposes. Additionally, PMI scans inventory into installer vehicles at the beginning of the day and out of installer vehicles at the end of the day for tracking purposes.
• Quality check installation data. All installation data will be subject to a series of automated checks and every installation is photo reviewed to ensure proper old read collection and proper installation.
• Upload quality-checked installation data to the project portal or FTP site daily. • Update installation schedule. Schedules will be posted to the project web portal and continually updated.
• Coordinate with City staff to reconcile data, customer response, and field issues.

Installation Plan
PMI has developed a formal training program for all meter installers that encompasses personal safety, proper equipment operation, and good driving skills. In addition to work order and field installation training, training is provided on customer service, meter reading, revenue protection, product, work order systems, basic metering, and projectspecific requirements. All technicians receive classroom and one-on-one onsite training with a seasoned PMI technician. New installers will remain under the supervision of the trainer for a two-week period, and random field quality audits will be performed on approximately 5% of installations thereafter. Quality audits will be recorded and tracked on the project web portal and made available to the City for continuous review:

All production is validated by our specialized quality control technicians with our processes exceeding limits set within the contract specifications. Project managers and field managers monitor every technician’s daily production for error rates, keying errors, time lapses and overall quality. Any installer making repeated errors will be re-trained or removed from the project. Our program ensures all employees are being trained by our

Delivering Innovative Metering Solutions Nationwide
experts with the latest technology and with the proper OSHA safety regulations - regardless of the type of meter installation.

PMI will equip each installation crew with the tools, data collection devices, and miscellaneous supplies needed to successfully complete a given meter installation. All vehicles are company owned and clearly labeled with a PMI logo. Installers wear high visibility uniforms with PMI logo and picture ID.

Customer Access & Response Plan
PMI is committed to providing customer service to the highest standards. The key to the success of our team is the thorough knowledge of customer response procedures and training on job-specific details. All team members are trained to deliver excellent customer service by responding to our customer’s needs and requirements in a timely, courteous manner.

PMI maintains an internal Call Center staffed with trained customer service representatives (CSR’s). Each CSR assigned to a specific project will be trained with job specific details and FAQs to answer customer complaints or concerns. Each project is assigned a dedicated toll-free number for customers to ask questions or report problems concerning installations. The Call Center offers English, Spanish, and Vietnamese (if required) languages and 24/7 emergency contact to address customer concerns. Our CSR’s and managers are trained to resolve any issues to a high standard within set time scales.

In the event a customer calls with a concern, it is logged against the work order. The issue is recorded and automatically forwarded to the installation manager for resolution.

The installation manager will contact the customer within one hour of receiving the call and arrive at the customer’s premises ready to offer a resolution or correct any problems as soon as possible and within contract timeline specifications. Once the initial investigation is completed and documented, a claim summary will be filed. A resolution report will then be generated and appended to the work order and made available to the City for review. All Problem Logs with resolution status will be offered in a report on the project web portal for City access.

Many successful projects PMI has managed in the past offered educational material describing the overall program to the customer base prior to commencing meter installations. PMI has assisted utilities in developing appropriate information to include in press releases via mailings or social media. Other assistance includes updating the utility website with program information, information on what the customer can expect pre and post installation, and FAQs. Educational materials can include pictures or a short video showing a typical installation, vehicle (with logos), typical installer (with uniform), and finished installation (meter and module).

Delivering Innovative Metering Solutions Nationwide
Every notice will include a toll-free number to PMI’s in-house Call Center that customers can use to ask questions, report concerns, or schedule an appointment if the installation requires it. PMI also offers web-based appointment scheduling for customer convenience. In order for businesses to maintain normal working hours without water disruption, PMI will accommodate commercial accounts by scheduling the meter exchange during evening or weekend hours, if approved by the City. Below is a sample correspondence notification to the customer:

PMI will equip installation crews with City-approved door hangers to leave at the residence upon successful or un-successful installation. The door hanger will include information on the work performed, instructions, and contact information to report problems. Below is a sample door hanger:

Delivering Innovative Metering Solutions Nationwide
All notifications will be developed in coordination with City personnel to include relevant job-specific information. High visibility, colored post card notifications will be used to inform the end user customer that crews will be working in their area. PMI always listens to our customer’s requirements and comments to allow us to continually change and improve the services we provide.

PMI Data Management Program
PMI uses a paperless proprietary Installation Tracking System (PMI-ITS) to manage and track meter change-out program. The best-in-class work order management system includes a proven and successful track record of accurately tracking installation data and seamlessly delivering data to the customer’s billing system/CIS. Please see PMI Data Management Attachment.

Project Team
PMI is committed to exceeding our customers’ expectations by dedicating professional, highly skilled team members to the project. Our team members have decades of management experience and are trained to work as an efficient, knowledgeable team, committed to excellence. Below is an overview of staff members that may be assigned to this project.
• John Cummings, P.E, Vice President, Co-Owner of PMI: John holds a BS in Civil Engineering and has overseen every major PMI project since his hiring in 2003. John has guided the company from the status of a small installation firm to an industryPage 726 of 775 leading installation firm completing major utility project across the US. He is very actively involved in the day-to-day business of PMI and will serve as the Contract Manager for this project.
• Don Shuler, Operations Director for PMI: Don is the lead sales manager and operations director at PMI. Don has been working in the meter installation industry for over 15 years and has worked for PMI in his current role for over five years. He also contributes heavily to larger projects under the PMI umbrella and will work with the project team to transition the project from the contract phase to the operations team.
• Joe Zikan, Regional Project Manager for PMI: Joe has been with PMI since 2015 as a Project Manager. Since being in that role, he has taken on numerous PMI projects on the West Coast. Notable projects include Yuba District, CA (17,000 meters) and Ventura, CA (31,000 meters).
• Stan Kumor, IT Manager for PMI: Stan has been an IT Manager for PMI for twelve years and has over twenty years of computing and data management experience.

Mr. Kumor is responsible for computer systems and data management for ongoing installation projects and has data managed over 100 projects including Chicago, IL (300,000 meters), Western Virginia Water Authority (57,000 meters), and Chicago Consortium Project (47,000 meters).

Additional information and profiles can be provided.

Financial Strength
Professional Meters has been in business since 1999 and enjoys a strong financial position successfully completing projects in excess of $250MM:
• Professional Meters has no long-term debt, its only liabilities are small amounts of trade payables and payroll accruals.
• Professional Meters Current Ratio has averaged over 3.5:1 or better over the last 8 financial periods and was 20.3x at 12/31/23.
• Debt to Equity at 12/31/23 was 0.02 compared to industry averages for “Specialty Trade Contractors” typically > 1.00 according to Robert Morris & Associates (RMA) information.
• Balance Sheet Equity > $10MM
• $3MM unused bank revolving line of credit available if needed.

Delivering Innovative Metering Solutions Nationwide

OPTIONAL

TECHNOLOGY ADD-ON

INFORMATION

©2020 Ferguson Enterprises, LLC 0321 2448104

SERVICES FOR MUNICIPALITIES
Technology solutions to handle every challenge facing your team Whether you’re addressing an issue that has hampered your department for years or a new and unexpected challenge, we'll partner with you to find the perfect solution. We offer a full spectrum of solutions across multiple categories to keep your system safe, efficient and compliant.

AUTOMATIC FLUSHING PRESSURE MONITORING REMOTE MONITORING LEAK DETECTION • Monitor Water Quality
• Residual Testing
• De-Chlorination
• Permanent or Portable
• Hydraulic Modeling Data
• Water Hammer and
Transient Event Alerts
• PRV Performance
Assessment
• Multiple Installation
Points
• Inflow and Infiltration
Targeting
• Flow and Velocity
Monitoring
• Sewage Overflow
• Stormwater Applications
• Permanent Install
• Portable “Lift and Shift”
• Real Time Monitoring
• Target Leak Location

METERING PIPE CONDITION

ASSESSMENT

TECHNOLOGY

ENABLED TOOLS

INVENTORY

MANAGEMENT
• Fixed Based or Drive-By
• Customer Portal
• Remote Disconnect
Meters
• Critical Issue Alerts
• Predictive Technology
• Prioritize Repair
• Target Valve Readiness
• Line Location
• Valve Exercisers
• Ground Penetrating
Radar
• Barcoding
• Customer Specific
Codes
• Point of Consumption
• System-to-System
Integration
• Warehouse Management
Keep your operations flowing smoothly. Contact your local sales associate to learn more about our offerings.

WWW.FERGUSON.COM/WATERWORKS