Team. The type of I/O captured in this database shall include, but not be limited to, PLCs, local and remote HMIs, remote I/O modules, radio transmitter modems, backup power, wiring and termination blocks.
b. The Consultant shall provide recommendations for control hardware upgrades and standardization.
c. The purpose of this task is to document existing I/O, configurations and Site equipment for use in preparing the proposed/future I/O list, control panel drawings, functional specifications and related documents.
2. Conduct operations workshops with the City Water Production Team to develop and document operating procedures for the Sites. The Consultant shall provide recommendations for enhancement to operational practices based on currently available technologies and industry best practices.
a. The Consultant is expected to develop a detailed understanding of each of the Site’s operational function including all equipment, controls, instrumentation, and communication systems. Consultant shall research as necessary to fully understand the capabilities and limitation of the Sites.
b. It is anticipated that one (1) workshop per pump station Site (8 hours each) will be needed to complete this task. In addition, the City may request the following additional trainings:
i. Field testing and training for staff
ii. Detailed workshops per functional specification
3. Create Functional Specifications for each Site that includes at minimum the following:
a. Narrative overview of the function and operation of the Site; b. Identification of all component of the Site (i.e., equipment, instrumentation, etc.) c. Narrative description of the functionality of each component of the Site (e.g., pumps, tanks, VFDs, valves, meters, sensors/transmitters, monitors, etc.); d. Narrative description of all operational modes for the Site; e. Description of the process control strategies for the Site f. Narrative description of each process control strategy; g. Identification of the specific I/O, setpoints, commands, and communications associated with each strategy;
h. Detailed description of the control logic for each component/strategy, including permissives, interlocks, PID controls, etc.;
i. Description of the SCADA interfaces (Dynac ES provided by Kapsch TrafficCom USA, Inc. and Wonderware provided by AVEVA)
j. Narrative and detailed description of system alarms and other notification functionality.
Prior to finalizing the functional specification, the Consultant shall host a functional specification review workshop to review the content of the documents and receive City’s approval to finalize.
Upon request, the Consultant shall also be able to provide field testing and training for staff.
City Council 17 – 18 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
3. PROGRAMMING AND TESTING SPECIFICATIONS
Upon request, the Consultant shall develop programming and testing specifications based on City standards for the new control panels. The Consultant shall perform the following tasks:
1. Consultant shall develop comprehensive Factory Acceptance Test (FAT) and Site Acceptance Test (SAT) protocols for the new control panels and related components.
Consultant will be tasked with reviewing, enhancing and providing approval recommendations for test protocols and other control system submittals associated with the planned Site improvements to ensure that the panel manufacturer and the City’s integrators deliverables and tasks are being executed in compliance with the accepted specifications.
2. Act as the City’s agent during factory and on-site functional and performance acceptance testing. Consultant shall document and identify all functional and performance discrepancies and coordinate corrective actions to resolve identified discrepancies prior to City acceptance.
3. On an as-needed basis, Consultant shall provide on-site support for commissioning (start-up) activities, in close coordination with the City’s integrator. Consultant shall be present during system commissioning to verify all aspects of the control system and associated process equipment are exercised and to ensure deficiencies are corrected by the Contractor/Integrator as they are found. Commissioning will not be considered complete until the Consultant has determined that all of the system requirements have been met.
A. DELIVERABLES
The Consultant shall provide the following:
1. Control Panel FAT/SAT Protocols
2. Control Panel FAT/SAT Results Report
3. Commissioning/Start-up Report
4. SCADA SOURCE CONTROL
The Consultant shall implement, manage and maintain a source control system and establish procedures to track all changes to the SCADA configurations, PLC programs, firewall configurations, smart field device configurations and related devices. The goal of the Source Control service is to track and store SCADA system configurations and history.
The Consultant shall collect existing programs from field PLC devices to populate the existing source control database. The City has approximately 45 PLC devices located throughout the City. The Consultant shall maintain a master source control database and provide periodic backups to the City. As updates are required to the PLC programs, the Consultant shall provide a copy of the most up to date PLC programs to the City’s contract PLC integrators via a documented check-in, check-out process. Consultant shall develop and document rules, standards and procedures for database structure and program check-in, check-out processes.
City Council 17 – 19 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
5. SCADA CHANGE CONTROL
The Consultant shall implement, manage and maintain a robust change control system and establish procedures to provide governance and structure over proposed SCADA system and site local control programming changes and associated integrator activities. The goal of Change Control services is to prevent ad-hoc SCADA configuration changes, ad-hoc PLC programming changes, properly document new instrumentation additions and ensure proper documentation is kept regarding the nature and reason for the desired system changes.
Consultant shall propose a change control platform and methodology. Change requests may be initiated by City, City’s contract integrators or Consultant. The City will have final say as to what change requests are approved.
D. CODE COMPLIANCE
All materials and workmanship shall be in strict conformity with federal, state and local codes, requirements, standards of the latest editions, and guidelines including revisions of the following:
• International Society of Automation (ISA)
• California Building Code (CBC)
• American National Standards Institute (ANSI)
• American Society of Testing and Materials (ASTM)
• Department of Transportation (DOT)
• California State Water Resources Control Board
• Department of Drinking Water
• South Coast Air Quality Management District (SCAQMD)
• Environmental Protection Agency (EPA)
• Occupational Safety and Health Administration (OSHA)
E. PROJECT MANAGEMENT AND COORDINATION
When a request for service is issued to the City, the Consultant shall issue an estimate to the City’s designated Project Manager. The Consultant shall not proceed with any work without the approval of the City’s designated Project Manager in the form of a Notice to Proceed.
Consultants shall invoice the City on a monthly basis for all work performed during the period or provide a one-time invoice at the completion of work issued. Each invoice shall be accompanied by a summary of tasks performed, contract agreement number, results and progress on longterm tasks if any.
F. VALUE ADDED RELATED SERVICES
The Consultant may propose additional related services that the City has not specifically identified in this RFP to accomplish the stated goals of this RFP. Value added related services will be considered by the City and may or may not be incorporated in the agreement.
All parts and materials must be supplied new and factory approved.
City Council 17 – 20 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
G. MARKUP
The following markup percentages shall be added to the Consultant’s s costs and shall constitute the markup for all overhead and profits (to the sum of the costs and markups, one (1) percent shall be added as compensation for bonding):
1) Labor ................................................................................................20 2) Materials ...........................................................................................15 3) Equipment Rental .............................................................................15 4) Other Items and Expenditures ..........................................................15 H. MINIMUM QUALIFICATIONS
The City is searching for a highly experienced professional firm with specific experience in control system, HMI, and SCADA system development, test, integration, and commissioning. At a minimum, proposers shall demonstrate certification, accreditation and/or competence as follows:
1. California Registered Engineer as either:
a. Control Systems Engineer, or
b. Electrical Engineer, or
2. International Society of Automation, Certified Automation Professional certification required.
3. Provide license/certification holder information (i.e., name, license#, etc.).
4. Project Experience:
a. Demonstrated experience with PLC, HMI, RTU and communication processors (e.g., Schneider/ Telemecanique Modicon PLCs, and Magelis HMI, etc.) in a variety of development environments (e.g., Concept v2.6, Advantys, UnityPro and Visilogic, etc.).
b. Proven experience with SCADA communication protocols and concepts. c. Demonstrated experience in the area of control systems design, development, integration, acceptance testing and commissioning.
d. Minimum of three projects of similar scale and scope in the municipal water production/distribution industry within the past five years.
5. Provide detailed project descriptions for representative projects; include contact information for client/customer personnel (project manager, engineer, etc.) involved with each representative project.
6. Sufficient resources to staff this project. Provide resumes for key personnel/subcontractors and a resource table summarizing the availability of assigned individuals for the project.
7. All work is to be performed in compliance with all applicable codes, ordinances, laws, standards, due care, and Occupational Safety and Health Administration (OSHA) safety requirements.
8. The Contractor shall have a minimum of five (5) years of experience in providing the services described in ATTACHMENT 1: SCOPE OF SERVICES.
9. The Contractor shall possess state and local permits, licenses and certificates required by law to commence, carry, and complete the work.
City Council 17 – 21 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
10.Provide all necessary equipment to competently perform and complete work as specified.
I. SAFETY
Proposer shall be solely and completely responsible for the condition of the project site, including safety of all persons and properties during the performance of the work. In addition, proper safety equipment must be worn at all times. These requirements shall apply continuously until the contract is terminated and shall not be limited to normal working hours.
The Consultant shall assure that each employee or subcontractor under the contractor’s supervision is trained in the work practices necessary to safely perform his or her job.
The Consultant’s drivers/delivery crews shall be HAZMAT trained and certified in safety measures to prevent accidents endangering personnel and property. Hazardous Materials shall be clearly marked with the proper shipping name and identification number as required by the Department of Transportation. The Consultant shall provide current, applicable and required Material Safety Data Sheets (MSDS) at any time during the contract as requested by the City of Santa Ana.
J. INSURANCE REQUIREMENTS
The successful bidders shall furnish the City with original copies of valid insurance policies herein required upon execution of the contract and shall maintain said policies in full force and effect at all times during the term of this contract. Said insurance policies shall comply with all requirements set forth in these specifications. Consultant(s) shall keep a current certificate of insurance at the City of Santa Ana at all times and shall immediately report any changes to the City.
K. FEE SCHEDULE
The Consultant shall submit a fee schedule and labor rates as described in Section III.B.3 of RFP. The Consultant shall refer to APPENDIX A and APPENDIX B for additional information regarding Crooke Station and Cambridge Station respectively. No separately stated freight or deliveries will be considered. Bidders shall include all costs in the unit price bid. The Consultant’s delivered product pricing shall be inclusive of all freight/unloading/handling and delivery charged.
The City intends to replace the control panels and related instrumentation and electrical components at the sites described below (work to be performed by a separate Contract):
1. Crooke Pump Station consisting of (detailed plansets provided in Appendix A):
a. 3 Booster pumps
b. 1 Reservoir
c. 2 Groundwater wells
City Council 17 – 22 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
2. Cambridge Pump Station consisting of (detailed plansets provided in Appendix B):
a. 3 Booster pumps
b. 1 Reservoir
The fee proposal shall be outlined as follows for Crooke Station and for Cambridge Station:
1. Control Panel Drawings
a. Fee per Site
2. Functional Specifications
b. Fee per Site
3. Programming and Testing Specifications
c. Fee per Site
d. Assume 20 hours of witness testing/on-site services per site
4. Source Control
a. Fee for initial PLC program collection
b. Fee for establishing functioning Source Control database, standards and procedures
c. Annual budget for processing check-in/check-out requests i. Assume 4 requests per month
5. Change Control
a. Fee for establishing functioning Change Control forms, standards and procedures b. Annual budget for processing/documenting change control requests i. Assume 4 requests per month
6. Firm’s standard hourly fee schedules
Furthermore, the Consultant shall submit additional labor, material and rental equipment rates along with fee schedule. Consultant’s labor and equipment rate sheet shall list rates for all labor designations, equipment, rentals, and materials. The bid items specified in the fee schedule are for reference purposes only. Labor increases shall be subject to mutually agreeable terms between the City and the Consultant. The City may request related services that will be paid at the vendor’s standard labor and equipment rate submitted. Fee proposal shall be outlined as follows:
---End of SCOPE OF WORK Section---
City Council 17 – 23 9/19/2023
EXHIBIT B
CONSULTANT’S PROPOSAL
City Council 17 – 24 9/19/2023
Address: 210 Goddard, Irvine, CA 92707 Phone: (949) 769-6000 Web: www.eaintegrator.com Proposal for :
Water Resources Functional Specifications
Development and SCADA Programming Services
v.1.0.0
EA PROJECT NUMBER: EA23CSA090
Prepared for: City of Santa Ana
On: 3/9/2023
Prepared by:
Marshall McElroy
Automation Sales Representative
Alex Stipe
Inside Sales Manager
City Council 17 – 25 9/19/2023
210 Goddard, Irvine, CA 92618
Tel 949.769.6000 | eaintegrator.com
Attention: City of Santa Ana
Cover Letter
RE: Water Resources Functional Specifications Development and SCADA Programming Services Thank you for this opportunity to our proposal for Functional Specifications Development and SCADA Programming Services for the City of Santa Ana (the City). As we understand it, the City is seeking the services of a qualified control systems integrator to develop functional specifications, control panel drawings, programming and testing specifications, and provide SCADA control and change control services for the City’s water production facilities on as-needed basis.
Enterprise Automation is the City’s most recent Change Manager (CM) and has been delivering a similar scope of services to the City and its integrators and contractors through nearly 20 projects.
During that time, we have acted as an extension of the City’s staff to implement protocols, best practices, and standards that have ensured remote site implementation consistency, and significantly enhanced control over the City’s water assets.
We are excited to compete for your business once again and hope to continue providing best-in-class service with a meticulous commitment to fiscal responsibility and efficiency.
Enterprise Automation fully understands the complexity and risk associated with this contract and remains one of the most highly certified, trained, and recognized firms in the region and the world.
We are ideally positioned to meet the City’s specific needs, ensuring that the City’s water controls infrastructure will continue to adhere to the City’s standards and continue operating at peak efficiency.
1. We specialize in automation consulting and the design, implementation, testing, and commissioning of local water and wastewater SCADA systems and their assets.
2. We surpass the City’s requested qualifications both in professional licenses and project experience specific to the technologies the City utilizes.
3. We have a holistic understanding of the City’s vision for their SCADA assets. We additionally developed the standardized designs being used to upgrade of the City’s pump stations.
4. EA designed and implemented the City’s highly effective Change and Source control systems.
The following proposal provides a clear description of our standard methodologies and quality initiatives, which we use to deliver consistent, high-quality systems for our customers and would continue to use on City projects.
As Enterprise Automation’s Inside Sales Manager, I hereby submit our proposal which includes this cover letter, our vendor application form, required proposal sections, and fee proposal.
This proposal is valid for a 120-day period from the date of submittal, 3/9/2023.
Sincerely,
Alex Stipe
Inside Sales Manager
City Council 17 – 26 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Table of Contents
Page Number: 1 of 1
Table of Contents
Cover Letter........................................................................................................................................................1 Table of Contents..............................................................................................................................................1
1. Agreement Statement..............................................................................................................................1
2. Firm and Team Experience .....................................................................................................................2
2.1 Firm Overview....................................................................................................................................2
2.2 Tetra Tech..........................................................................................................................................2
2.3 Project Team.....................................................................................................................................3
2.4 Location..............................................................................................................................................3
2.5 Qualifications.....................................................................................................................................4
3. Understanding Scope of Services..........................................................................................................6
3.1 Standards...........................................................................................................................................6
3.2 Detailed Pump Station Scopes of Work .......................................................................................6
4. Relevant Experience .................................................................................................................................8
4.1 Project Profiles..................................................................................................................................9
5. References .............................................................................................................................................. 13 Appendix A – Pump Station Detailed Scopes of Work...............................................................................1 Crooke Pump Station ...................................................................................................................................2 Cambridge Pump Station ............................................................................................................................3 Appendix B - Resumes .....................................................................................................................................4 Appendix C – Certification Documents.........................................................................................................5 City Council 17 – 27 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Agreement Statement
Page Number: 1 of 14
1. Agreement Statement
Enterprise Automation complies with the provisions as contained in the standard agreement in the Appendix of this RFP. Enterprise Automation also meets the insurance requirements detailed in this RFP.
City Council 17 – 28 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Firm and Team Experience
Page Number: 2 of 14
2. Firm and Team Experience
2.1 Firm Overview
Enterprise Automation (EA) is a full-service integration and automation consulting firm located in Irvine, California. We serve a variety of process-driven industries, but specialize in the treatment, distribution, and storage of water and wastewater.
Our traditional systems integration services are complemented by a suite of consulting services ranging from SCADA and OT network audits, master planning, and budget management.
EA’s core focus is the development of modern SCADA platforms that are innovative yet highly reliable, easy to maintain, and secure; through comprehensive planning, a high attention to detail, strict adherence to standards and industry best practices, and a disciplined focus on minimizing long-term cost of ownership. We accomplish this through close partnerships with clients, industry peers, and technology manufacturers.
2.2 Tetra Tech
As a direct result of our success and client-focused approach, in October of 2021, Tetra Tech, a global leading provider of consulting and engineering services, acquired Enterprise Automation to become a part of their Government Services business group called the Resilient and Sustainable Infrastructure Division (RSI).
Our shared vision of the Digital Transformation of the water and wastewater industry, having several shared clients, and the ability to leverage our collective best in-class consulting, design, and systems integration capabilities made EA an ideal fit for Tetra Tech’s growing presence.
Since the acquisition, EA still operates as its own brand with independent management, and we maintain our focus on
personal relationships and
creating long term value for
our clients.
Tetra Tech brings a strong
local technical resource base,
backed by a world-class
national organization. With
over 55 years of experience
focusing on water,
environment, sustainable
infrastructure, and renewable
energy, they will provide EA
with support as needed.
“We are Project Execution Specialists”
City Council 17 – 29 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Firm and Team Experience
Page Number: 3 of 14
2.3 Project Team
EA’s project methodology relies
heavily on a structured and
intentional staffing model. EA will
assign an Account Manager,
Project Technical Lead, and a
Project Manager to this contract.
Additionally, EA will assign
additional resources on an asneeded basis depending on the current project or support need.
Below is a table listing the
personnel that would be assigned
to the City’s projects as required
and their percentage availability for
work associated with this contract.
EA will contact the City for approval
of any staff augmentations.
The Project Manager will be the
City’s primary point of contact
throughout the life of this contract.
Key Personnel Role Percentage Availability
Matt Avila, P.M.P. Project Manager 25%
Zack Gentry Automation Architect 80%
Kyle Pickrell, P.E. Project Technical Lead 90%
Detailed resumes are provided in Appendix A Resumes.
2.4 Location
Our headquarters, where all engineering will be performed, is located in Irvine, CA. This is the primary office location for all 42 EA staff members, including 27 full-time degreed engineers cross trained on all of the core technologies that we specialize in.
City Council 17 – 30 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Firm and Team Experience
Page Number: 4 of 14
2.5 Qualifications
Below is a detailed description of how Enterprise Automation meets and exceeds the City’s minimum requirements. Copies of certifications can be provided upon request.
2.5.1 California Registered Engineer
Enterprise Automation has the following six California Registered Professional Engineers on staff:
• Alex Coker- Control System Engineering PE, CS 7596
• Bryce Williamson- Control System Engineering PE, CS 7663 • Dave Lewis- Electrical Engineering PE, E 21297
• Kyle Pickrell- Control System Engineering PE, CS 7661 • Luke Stephenson- Control System Engineering PE, CS 7598 • Sara Steinhauser- Control System Engineering PE, CS 7644
2.5.2 International Society of Automation, Certified Automation Professional Through our parent company, Tetra Tech, Enterprise Automation has the following Certified Automation Professional is available to join our project team as-needed:
• Luis Cardenas Rodriguez
2.5.3 CSIA Certification
Enterprise Automation is certified by the Controls Systems Integrator Association (CSIA), which is considered a more prestigious and highly sought after status for systems integrators.
In order to qualify for CSIA certification, a Systems Integrator must pass an exhaustive multi-day audit that encompasses a broad range of disciplines stretching far beyond the obvious cornerstones of Engineering and Project Management. These topics include: Risk Management, Human Resources, Disaster Recovery Planning, IT infrastructure, Client Service and Support, and dozens of other operational considerations.
2.5.4 Project Technology Experience
2.5.4.1 Schneider Electric PLCs, HMIs, and RTUs
In the City’s RFP, Enterprise Automation recognized the need for an integrator with significant experience with PLC, HMI, RTU, and communication processors, specifically with the Schneider Electric brand in a variety of Schneider Electric programming environments.
Enterprise Automation is proud to be the first Schneider Electric Master Alliance Integration Partner in the USA and one of only 14 in the world.
The Master Alliance Partner status is their highest level of certification.
Additionally, we have more Control Expert and EcoStruxure Control System professionals than any firm in the country. These engineers are recognized by Schneider electric as having mastered the complete EcoStruxure offer (Networking, PLC software, and SCADA software) and possess the capabilities and expertise to implement solutions for the most demanding and rigorous requirements.
City Council 17 – 31 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Firm and Team Experience
Page Number: 5 of 14
Our experience with EcoStruxure Control Expert (formerly Unity Pro) has continued to grow over the past twenty years with implementations on a variety of Modicon PLC platforms including Quantum (with scanning of Modicon Advantys Ethernet I/O), Momentum, Premium, M340, and M580.
Some of our municipal Modicon Control Expert projects include:
Client Application Hardware
City of Fresno Water treatment + distribution Quantum, Momentum, M340 City of Huntington Beach Water + Wastewater
distribution
M340, M580
City of Palm Springs Cogen plant M580
City of Santa Ana Water pump stations Momentum, M340
Encina Wastewater Authority Wastewater treatment M580
Golden State Water
Company
Water treatment + distribution Micro, Momentum, M340
Orange County Sanitation
District
Water treatment + distribution Quantum, M580
Rancho California Water
District
Water distribution M340
South Coast Water District Water distribution M340
Sweetwater Authority Water treatment + distribution Premium, Momentum, Quantum, M340
2.5.4.2 Dynac SCADA
Although not requested through the City’s RFP, EA is
formally trained and capable of working on the City’s
Kapsch Dynac SCADA system.
Several of Enterprise Automation’s engineers received formal training from Kapsch staff on the Dynac product and were trained by the City’s personnel on the use and configuration of the City’s Dynac ES SCADA system. The purpose of the training was to have EA’s team understand how to configure the Dynac system and more importantly, to understand how the Dynac data structures and tagging systems worked. This training and deep understanding of the City’s SCADA system is invaluable in assisting the City with their control system needs.
City Council 17 – 32 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Understanding Scope of Services
Page Number: 6 of 14
3. Understanding Scope of Services
Enterprise Automation understands that the City, through this RFP, is seeking a highly qualified Industrial Automation Systems Integrator to provide the following:
1. Control panel drawings, functional specifications, programming specifications, and testing specifications for the City’s water production and control facilities
2. SCADA systems source control and change control services
3. As-needed, the integrator will also act as the City’s agent, providing oversight and training for the City’s contracted controls programmers, who are responsible for implementing the designs developed
3.1 Standards
A key goal of EA’s role as the City’s most recent Change Manager was to develop standardized approaches and documentation for site upgrade projects.
EA successfully developed a suite of standardized documentation that has been utilized on several projects with multiple contractors and programmers.
Through those experiences we’ve been able to significantly reduce the effort required to hand over the City’s standards, increase the quality of contractor deliverables, and ensure that sites are implemented consistently.
3.2 Detailed Pump Station Scopes of Work
See Appendix A for detailed scope of work documents for the Cambridge and Crooke pump station projects. Those projects include the following tasks.
3.2.1 Site Specific Deliverables:
The following deliverables will be developed for each site, as needed to support capital upgrades:
1. Control Panel Drawing Package:
a. Front and back panel layout drawings
b. Power distribution drawing
c. Inputs/outputs drawing
d. Bill of Materials
e. I/O list with tag names
2. Functional Specification
3. SCADA Design Specification
4. OIT Design Specification
5. Network Drawings
6. SCADA FAT Procedures and checklists
7. Panel FAT Procedures and checklists
8. SAT Procedures and checklists
City Council 17 – 33 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Understanding Scope of Services
Page Number: 7 of 14
3.2.2 SCADA Source Control
EA has implemented and continues to utilize a source control system internally to track all changes to SCADA configurations, PLC programs, firewall configurations, smart field device configurations, and related devices. With the existing system in place, EA will maintain source control for the City, ensure all backups are up to date, and update/check-in/check-out source control documentation on an as needed basis.
3.2.3 SCADA Change Control
Similar to source control, EA has implemented and continues to utilize a change control system internally to track all desired changes to the system, preventing ad-hoc changes to configurations that do not get documented. With the existing system in place, EA will maintain a change control system for the City, ensure all existing change requests are captured accurately in our system, and update change control documentation on an as needed basis.
3.2.4 Value Added Related Services
There are several tasks that are necessary for the completion and success of each site capital project but were not included in the City’s RFP. These tasks have proven critical in maintaining project budgets, schedules, and deliverable quality. We consider them non-optional scope.
3.2.4.1 Specification handovers
Once the final functional specifications and test documents have been developed, EA will hand over them over to the City’s contractor and integrator to develop configurations and construct the require control panel(s).
3.2.4.2 Testing contingency
In previous projects with the City, EA has found that the SCADA FAT, panel FAT, and SAT testing procedures typically consume more time than the City has specified in their RFP. Due to this, EA has included additional testing budget to ensure EA has enough time budgeted to support these crucial testing procedures.
3.2.4.3 Training
Following commissioning for each site capital project, EA will plan to train City operations staff on the operation and use of the updated controls system assets. This task has been a crucial part of previous change manager projects to ensure seamless operations for the City’s staff and less oversight needed from EA once the site has been commissioned.
3.2.4.4 Post-commissioning as-built updates
Also following commissioning, EA will update the developed specifications to as-built. The intent is to close the project out with documentation accurate to the field to aide with any future modifications and maintenance.
City Council 17 – 34 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Relevant Experience
Page Number: 8 of 14
4. Relevant Experience
For several clients EA is currently acting simultaneously as the integrator, consultant, and an extension of staff under either professional or master services agreements. These contracts are nearly identical in both scope and intent to the contract proposed by the City.
We strongly believe that success in these contracts requires developing strong partnerships built on trust that both sides are equally dedicated to accomplish the common goal of a standardized, effective, and reliable SCADA system.
The table below highlights some of our key municipal clients and the scope of services we provide, relevant to this RFP.
Client
Control Panel
Drawings
Functional
Specifications
Programming and
Testing Specs
SCADA Source
Control
SCADA Change
Control
Code Compliance
P
M and
Coordination
Standards
Development
Virtualized Test
Platform
Automation
Consulting
Encina Wastewater Authority ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Sweetwater Authority ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
City of Santa Ana ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
City of Huntington Beach ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
City of Newport Beach ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
City of Fresno ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Vallecitos Water District ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
City of Long Beach ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
OC Sanitation District ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
South Coast Water District ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Golden State Water Company ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
City Council 17 – 35 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Relevant Experience
Page Number: 9 of 14
4.1 Project Profiles
Following are project profiles representative of EA’s project experience and capabilities similar to those listed in this RFP.
SCADA Change Manager Services Agreement
City of Santa Ana
PROJECT:
CLIENT BACKGROUND:
The City of Santa Ana is located in the heart of Orange County, California, and is approximately 27 square miles. The City provides potable drinking water for the City’s 334,000 residents and businesses. The City’s water production system consists of 21 wells, 4 pressure control stations, 7 Metropolitan Water District connections, 7 pumping stations, and 5 reservoirs. The City also operates and maintains 4 sewer lift stations. Control and monitoring of the water system and sewer facilities are coordinated via the City SCADA system using a series of radios which transmit data from remote locations to the centralized City Home SCADA control room.
PROJECT DESCRIPTION
The City normally uses design-bid-build project delivery mechanisms, which yields a variety of contractors implementing their water production facilities but they desired more consistent designs to streamline operations and maintenance. In order to make standardization a priority and instigate a cultural shift, the City decided they needed a qualified automation consultant to prepare standardized functional specifications, HMI graphics standards, control panel drawings, automation program testing protocols, and change control mechanisms as a means to institute oversight for the City's contracted controls programmers.
Through this contract, EA has hosted several process control and standardization workshops with City personnel and immediately used the decisions to develop standardized functional specifications, electrical designs, and test protocols for use at their water sites distribution sites. Concurrently, EA created change control policies, a source control system, and developed documented programming standards for all future City projects to ensure their water facilities were consistent.
In addition to Change Manager Services, EA has assisted the City’s SCADA programmer in configuring new screens in the Dynac SCADA system, developing new PLC and OIT programs, deploying configurations onsite and verifying proper operation of the site by leading startup and commissioning activities
Change Manager Services
Agreement
215 S. Center St.
Santa Ana, CA 92704
CLIENT CONTACT:
James Burk
Civil Engineer
(714) 647-3315
[email protected]
PROJECT MANAGER:
Matt Avila
PROJECT DETAILS
Key Insights
-Source control
-Change control
-SCADA Standards Development
-Contractor Design Reviews
-Functional Specification
Development
-Contractor and Programmer
oversight
Key Technologies
-Modicon PLCs
-Modicon HMIs
-Dynac SCADA
Project Metrics
-EA’s Services Value- $2M
-Contract Period- 2018 - 2023
City Council 17 – 36 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Relevant Experience
Page Number: 10 of 14
As-Needed SCADA Integration Master Services Agreement
Sweetwater Authority
PROJECT:
CLIENT BACKGROUND:
Sweetwater Authority (SWA) provides water treatment and distribution to 200,000 people in a service area that covers 32 square miles near San Diego, California. It is a publicly owned water agency governed by an elected Board of Directors.
PROJECT DESCRIPTION
In 2005 SWA executed an integrator interview process to select an integrator partner. EA was selected as their sole integrator due to demonstrated SCADA and water industry competence. EA’s scope covers all SWA water production plants, ground water wells, and distribution controls. EA was engaged early as a core team member of SWA’s SCADA master planning committee, which continuously provides strategic direction and planning for SWA’s SCADA systems.
Through consecutive professional service agreements beginning in 2005, this partnership has created one of the most standardized and robust automation platforms in the industry. Sweetwater Authority is setting the standard for water control system design and management. EA was initially tasked with addressing several specific needs like SCADA alarming and data validation, but quickly progressed to comprehensive controls system design, long-term automation consulting, and development of a standards portfolio for the Authority.
The current standards portfolio includes capital project system I&C design standards and review, control panel design, SCADA equipment and components, networking, IT policy, virtualization, PLC code, HMI graphics, process control methodology, data storage, MES, water quality reporting, and operator training standards. EA maintains all of these resources in the Authority's source control system and supports the Authority in enforcing their standards in new capital improvement projects and interim system changes.
EA currently supports SWA as a sole sourced systems integrator to design and implement various improvement projects and an automation consultant to assist with annual planning, master plan budgeting, and working as an extension of staff and as a primary SCADA resource.
Master Services Agreement
100 Lakewood Ave.
Chula Vista, CA 91910
CLIENT CONTACT:
Justin Brazil
Director of Water Quality
(619) 409-6802
[email protected]
PROJECT MANAGER:
Jeff Benson
PROJECT DETAILS
Key Insights
-Source control
-Change control
-Standards design
-SCADA Evolution
-Master/Annual Planning
-Annual Support Contract
-Full Distribution RTU
replacement
Key Technologies
-AVEVA Plant SCADA
-AVEVA Historian
-AVEVA Ampla
-Modicon PLCs
-Magelis OITs
-MDS Radios
-Cisco Networking Equipment
-MOXA firewalls
Project Metrics
-EA Services Value: $11M
-Contract Period: 2005- Present
City Council 17 – 37 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Relevant Experience
Page Number: 11 of 14
As-Needed SCADA Integration Professional Services Agreement City of Huntington Beach
PROJECT:
CLIENT BACKGROUND:
The City of Huntington Beach, California is a full service, predominantly residential city with a population of about 200,000 located in northwestern Orange County. The City owns and operates both the water utility and wastewater collection system serving its 200,000 citizens. Their assets include 27 sewer lift stations, 10 wells, 5 reservoirs, 16 flood stations, and 9 turnouts where imported water from Metropolitan Water District (MWD) is resold to several local cities and agencies.
PROJECT DESCRIPTION
EA was awarded our first PSA with the City in 2013 and has been working closely with them since. During the time of the first PSA award, the City faced the challenge of locating and retaining a local systems integrator with the qualifications, references, resources, and dedication needed to meet the immediate and future needs of a public entity providing water and wastewater utilities to customers in a growing metropolitan area. Specifically, the City needed three forms of support: on-call support for their legacy system, planning and execution of projects, and assistance with planning their replacement SCADA system.
EA’s solution started with auditing existing assets, documenting pressing needs, and hardening the legacy system for improved reliability. The first priority and most significant improvement was virtualizing the City’s 30 computer platform, stratifying the SCADA networks, and isolating the water and wastewater Wonderware projects. Upon completion, EA conducted preventative maintenance routines on a semi-annual basis, incorporating change requests for City operations as needed.
Concurrently, EA conducted workshops with the City to define their vision, preferred automation standards, and plan upgrade projects accordingly.
To better meet the operational needs of the City, EA transitioned the Wonderware SCADA systems to VTScada. Instead of the usual up-front approach of writing and getting approval for a long and involved project specification, the City proposed a more agile methodology for the project. Inperson, bi-weekly meetings were scheduled, which gave the City direct involvement in the development and more control over the process by enabling just-in-time decision making.
Today, EA continues to build on and rehabilitate the City’s platform and SCADA assets. Projects include the modernization and rehabilitation of City sewer lift stations, PLC replacements at similar City assets, and continuous long-term planning for the City’s SCADA assets.
Professional Services Agreement
19001 Huntington St.
Huntington Beach, CA 92648
CLIENT CONTACT:
Bryan Arnado
Utilities Technology Coordinator
(714) 536-5206
[email protected]
PROJECT MANAGER:
Jeff Benson
PROJECT DETAILS
Key Insights
-Source control
-Change control
-Standards design
-SCADA Replacement
-Master/Annual Planning
-Annual Support Contract
-Physical server to virtualized
platform conversion and
consolidation
-Complete platform software
upgrade
-Department of Homeland
Security Audit
Key Technologies
-VTScada
-VMWare ESXi virtualized
platform
-Modicon PLCs
-Magelis OITs
Project Metrics
-EA Services Value: $4M
-Contract Period: 2013- Present
City Council 17 – 38 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Relevant Experience
Page Number: 12 of 14
As-Needed SCADA Integration Master Services Agreement
Encina Wastewater Authority
PROJECT:
CLIENT BACKGROUND:
The Encina Wastewater Authority (EWA) is a public agency located in Carlsbad, California. EWA provides wastewater treatment services to more than 400,000 residents in northwestern San Diego County. EWA’s facilities and services are essential for protecting the local ocean environment, preserving public health, and providing recycled water resources for the region. Enterprise Automation has provided sole sourced automation and integration services to EWA since 2017 as part of a five-year professional services agreement.
PROJECT DESCRIPTION
Since the current control system was originally implemented at Encina Water Pollution Control Facility (EWPCF), the system has been maintained and upgraded by EWA staff, low-bid integrators, and miscellaneous contractors.
This approach lacked standardization and documentation, leading to network and reliability issues.
In 2017 the Authority developed and released an RFP to find an automation consultant who could overhaul the entire facility and develop a platform built on industry best practices and a pervasive standardization. EA was awarded the five-year Master Services Agreement and immediately set to developing a master plan for the future of the EWPCF.
Through this contract, EA was tasked with:
• Implementing source and change control systems
• Control panel designs
• Network designs
• Functional/operational specifications
• Virtualized design and implementation
• Test platform development
• Programming and configuration
• FAT, startup, and SAT documentation and execution
• Change Management services
EA is currently executing several concurrent projects according to the developed Master Plan to address the nearly 6,300 IO spread across seven plant areas.
Master Services Agreement
6200 Avenida Encinas
Carlsbad, CA 92011
CLIENT CONTACT:
Scott McClelland
Assistant General Manager
(760) 268-8837
[email protected]
PROJECT MANAGER:
Matt Avila
PROJECT DETAILS
Key Insights
-Source control
-Change control
-Standards design
-SCADA Master Planning
-Complete facility controls
overhaul
-6,300 IO over 7 plant areas
-50+ PLCs
Key Technologies
-Modicon PLCs
-Schneider HDCS
-AVEVA Historian
-AVEVA Plant SCADA
-Test Platform
-Source Control
-Change Control
Project Metrics
-EA Services Value: $15M
-Contract Period: 2017-2022
City Council 17 – 39 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: References
Page Number: 13 of 14
5. References
City Council 17 – 40 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: References City Council Page Number: 14 of 14 17 – 41 9/19/2023 Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Appendix A – Pump Station Detailed Scopes of Work Appendix A – Pump Station Detailed Scopes of Work
City Council 17 – 42 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Appendix A – Pump Station Detailed Scopes of Work Crooke Pump Station
City Council 17 – 43 9/19/2023
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com Page Number: 1 of 17
Scope of Work
Crooke Pump Station Func.
Spec Dev & Programming v.1.0.0
PROJECT NUMBER: EA23CSA090
Prepared for: On:
City of Santa Ana 3/9/2023
Prepared by:
Marshall McElroy
Reviewed by:
Zack Gentry
Josh Riley
Address: Phone:
210 Goddard (949) 769-6000
Irvine, CA 92618
Web:
www.eaintegrator.com
City Council 17 – 44 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 2 of 17
History
Revision Date Description of Change Author Reviewed
1.0.0 3/9/2023 Original MM ZG/JR
Table of Contents
1 Proposal Background...............................................................................................................................4 2 Project Goals..............................................................................................................................................5 3 Project Approach ......................................................................................................................................5 4 Assumptions..............................................................................................................................................5 5 Scope of Work ...........................................................................................................................................6
5.1 Project Management .......................................................................................................................6
5.2 Project initiation ................................................................................................................................7 Project initiation Deliverables .................................................................................................................8
5.3 Design Review...................................................................................................................................8 Design Review Deliverables ....................................................................................................................8
5.4 Control Panel Drawings...................................................................................................................8 Control Panel Drawings Deliverables ....................................................................................................9
5.5 Functional Specifications................................................................................................................9 Functional Specifications Deliverables .............................................................................................. 11
5.6 Programming & Testing Specifications .................................................................................... 11 Programming & Testing Specifications Deliverables...................................................................... 12
5.7 SCADA Source Control ................................................................................................................. 12 SCADA Source Control Deliverables................................................................................................... 12
5.8 SCADA Change Control ................................................................................................................ 12 SCADA Change Control Deliverables ................................................................................................. 12 6 Change Manager Tasks........................................................................................................................ 13 SCADA Change Control Deliverables ................................................................................................. 13 7 Assumptions & Clarifications .............................................................................................................. 14 8 Schedule .................................................................................................................................................. 14 9 Cost Estimate ......................................................................................................................................... 15
9.1 Travel ............................................................................................................................................... 15 10 Conclusion .......................................................................................................................................... 15 11 Terms & Conditions........................................................................................................................... 16 Appendix A: Deliverables List....................................................................................................................... 17 Client Deliverables...................................................................................................................................... 17 Internal Deliverables .................................................................................................................................. 17 City Council 17 – 45 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 3 of 17
Acronyms and Terms
For the remainder of the document the following acronyms will be used.
Term Description
CR SCADA Change Request
EA Enterprise Automation (Integrator)
FAT Factory Acceptance Test
HMI Human Machine Interface
O&M Operation and maintenance manuals
OIT Operator Interface Terminal, stand-alone graphical interface typically found on standalone equipment or remote sites
PLC Programmable Logic Controller
PM Project Manager
SAT Site Acceptance Test
SCADA Supervisory Control and Data Acquisition (refers to the entire automation system)
CSA, the City City of Santa Ana
City Council 17 – 46 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 4 of 17
1 Proposal Background
Enterprise Automation has been providing SCADA integration services to the City of Santa Ana since 2014 through several projects including East Pump Station, SA-5, San Lorenzo Lift Station, Well 40, Well 38, Garthe Pump Station, Walnut Pump Station, and more.
In March 2018, the City of Santa Ana awarded Enterprise Automation a three-year professional services agreement to provide SCADA and PLC “Change Management” services which was extended an additional two years. In this role, EA is responsible for promoting and implementing standardization and best practices throughout the City’s water distribution SCADA system.
Through the Change Manager Contract, EA has developed several SCADA standards for the City including:
• IC&E Standards
• Device Standards
• Facility Naming and Tagging Standards
• PLC Programming Standards
• OIT Design Standards
• HMI Standards
This standardization has resulted in projects that are more consistent, less expensive to implement, easier to train operators on, and overall more successful. The documentation also facilitates an efficient transfer of knowledge between the City and their consultants.
In pursuit of implementing these standards across all of their sites, the City has asked EA to develop designs for the City’s water distribution assets which include wells, reservoirs/pump stations, PRVs, MWD connection sites, and lift stations.
EA’s role is to ensure that they are consistent, well documented, thorough, and leverage the City’s validated standards. The scope of this project includes providing such design services for the City’s Cambridge Pump Station.
EA’s specific deliverables and tasks for this project are:
1. Perform a review of 100% designs (P&IDs, drawings, MCC design) and provide comments to the design consultant to ensure the IC&E standards are implemented
2. Develop the following design documentation for Crooke Pump Station a. Panel design (ready for fabrication drawing set and design calculations) b. Tag, IO, and equipment lists
c. PLC Functional Specification
d. SCADA Design Specification
e. OIT Design Specification
f. Network drawings
3. Hand over design specifications to the City’s integrator
4. Generate SCADA FAT, Panel FAT, and SAT documentation
5. Assist with SCADA FAT, Panel FAT, and Commissioning (SAT)
6. Develop operator training manuals and deliver training sessions
7. Deliver post-commissioning as-built design documents Note: This is a design-only project. Programming, panel procurement, testing, and deployment will be executed by the City’s other consultants for this project.
City Council 17 – 47 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 5 of 17
2 Project Goals
The goals of this project are:
1. Provide quality control and procedural compliance oversight over the City’s control system programming consultant (the integrator) and panel fabricator.
2. Develop designs according to the City’s existing SCADA, PLC, OIT, network, IO, and panel standards.
3. Ensure that the control requirements for Crooke Pump Station are thoroughly documented.
4. Help the City achieve their long-term goal to standardize their entire water distribution SCADA system.
5. Reduce budget and operational risk from the implementation and commissioning phases of this project.
3 Project Approach
Our project approach is designed to:
1. Promote consistency and reduce project risk by leveraging existing designs which have been thoroughly tested.
2. Maximize client engagement at all necessary levels (operations, maintenance, and management) to ensure that the project deliverables meet the City’s needs.
3. Test everything where practical, prior to site deployment to reduce the probability of rework being necessary in the field.
4. Encourage transparency between EA, the City, and their contractors and consultants. 4 Assumptions
Please see Section 7 for Assumptions and Clarifications. Note: many assumptions and clarifications listed must be considered in the context of the content in this scope, otherwise they may seem unclear or inconsistent.
City Council 17 – 48 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 6 of 17
5 Scope of Work
This section details the scope of work for tasks included in the estimate in Appendix B, which are arranged to represent the expected order of execution.
At the bottom of each section will be a summary of the deliverables to be produced. • Client deliverables: items EA will produce and submit to the client • Internal deliverables: items EA will produce for internal use (available by request)
5.1 Project Management
EA will provide a dedicated project manager to be the main point of contact and steward all communication through EA. The PM has primary responsibility for this project’s scope, budget, and schedule.
The PM will prepare a project schedule, publish it, and periodically update it as the project unfolds.
At the commencement of the project, the PM will submit the schedule to the City in electronic format.
Throughout the life of the project, the PM will perform all commercial, budget, and project tracking related updates. The labor estimate for project management is comprised of the “Initiation” sheet in the cost estimate in Appendix B, plus a fixed percentage of all other engineering hours (as shown in the estimate).
For each workshop or meeting involving key project decisions, EA’s PM will draft and release meeting minutes with action items and dates assigned within one week.
Key Project Management Roles and Activities:
1. Primary point of contact, communications coordination
2. Project scheduling
3. Internal project team meeting coordination
4. Project status tracking (daily/weekly)
5. Project status communication with the City
6. Project invoices and tracking report (monthly)
7. Project coordination
8. Procurement oversight
5.1.1 PM communications plan
5.1.1.1 Project status updates
The PM will contact the City’s project manager a minimum of once every two weeks, via email, to provide status updates for all ongoing tasks. This standard practice helps to maintain an open line of communication when current project activities do not require direct contact between EA and the City.
City Council 17 – 49 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 7 of 17
5.2 Project initiation
The “Initiation” sheet in the estimate includes activities associated with starting the project. This includes setting up the project in our accounting, project tracking, and resource planning systems.
5.2.1 Execution planning
Execution planning is a standard engineering activity where the engineers document the systematic process required to generate each deliverable. These plans are continually updated as engineering work is completed such that the team can accurately predict their future budget performance. This is an elementary activity of EA’s preparation and quality control process.
EA engineers (typically the Lead Engineer) will set up the execution plan templates prior to the kickoff meeting. Their templates are based on this scope and estimate.
Once the kickoff meetings are complete and mutual understanding of the scope is confirmed, EA will update and add more detail to the execution plans developed previously.
5.2.2 Internal kickoff
Once a PM is assigned and an engineering team has been established, they will perform an internal team kickoff to review the following:
1. Customer history
2. Relevant parties involved
3. Relevant documentation (specs, designs, etc…)
4. Project scope, budget, schedule, and risk areas
The risk register is an especially valuable tool that is developed during or shortly after the internal kickoff. Engineers use it to track any and all risks (commercial, technical, coordination, etc.) and develop mitigation strategies. The risk register is updated on a regular basis throughout the life of a project and is available for client review at any time.
5.2.3 Project kickoff meeting
Following the internal kickoff meeting EA will prepare for a formal kickoff meeting. We will an agenda at least one week prior to the meeting. EA’s project team, including project engineers and the project manager, will attend the formal kickoff meeting.
Meeting minutes will be published containing action items with assigned responsibilities and due dates.
5.2.4 Team check-in meetings
Internal project team meetings between the EA PM and EA engineering staff are conducted regularly during all projects. These meetings are used to discuss overall project status, budget, schedule, scope, and risk scenarios. The risk register is updated as known risks are averted or mitigated and new risk scenarios are identified.
We consider these formal meetings a critical component to our success as they facilitate team coordination and collaboration in an organized and controlled manner.
City Council 17 – 50 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 8 of 17
Project initiation Deliverables
Client Deliverables
1. Kickoff meeting minutes
2. Project Schedule in Gantt format
Internal Deliverables
1. Execution plans
2. Initial risk register
5.3 Design Review
At the onset of this project, EA will review design documentation that the City’s contractor has developed for this project. The exact scope of this task will be determined by the City and EA’s project team on an as-needed basis but will likely include a review of the 100% P&IDs, electrical drawings, and MCC design.
Additionally, EA will review the MCC fabricator’s ready for construction drawing set for alignment with the design documentation. EA will provide redlined comments to the designer following this review to be incorporated into the final design.
Design Review Deliverables
Client Deliverables
1. 100% Design review notes
2. MCC construction drawing review notes
Internal Deliverables
1. None
5.4 Control Panel Drawings
EA will be responsible for the development of control panel drawings for Crooke Pump Station.
This pump station consists of 3 booster pumps, 1 reservoir, and 2 groundwater wells. The Crooke Pump Station Control Panel Design will conform to existing control panel standards and will include the following at a minimum:
• Front panel layout drawing
• Back panel layout drawing
• Power distribution drawing
• Communication network drawing
• Analog inputs/outputs drawing
• Digital input/output drawing
• Bill of Materials
• I/O list with tag names
• Additional specifications (standard provided by the City) City Council 17 – 51 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 9 of 17
o DC power components
o Ethernet and networking components
o Telemetry components
o Control panel construction
EA will submit the panel design package to the City for review following completion.
Control Panel Drawings Deliverables
Client Deliverables
1. Crooke Pump Station Control Panel Design package
Internal Deliverables
1. None
5.5 Functional Specifications
For this project, EA will be responsible for developing the design specifications necessary to specify the controls operations for Crooke Pump Station. The specifications will represent how the City desires the site to operate and to be updated to adhere to, not the existing operations scheme. Utilizing EA templates, EA will develop new functional specification documents to detail the design and functionality of Crooke’s control systems.
5.5.1 Site investigation
At the beginning of this phase, EA will visit Crooke Pump Station to conduct a site investigation.
The site visit will include the review as-built field conditions, review the existing panel, and to review the networking infrastructure. The intent of this site visit is to ensure the existing documentation aligns with the field before making specifications based on that documentation.
5.5.2 Design workshop
Prior to the development of the specification documents, EA will host a design workshop with the City to determine functional requirements for Crooke Pump Station. This includes discussing IO and equipment list changes, PLC Functional Specification requirements, SCADA Design Specification requirements, and OIT Design Specification requirements.
5.5.3 IO list
EA will develop an IO list for Crooke based on findings during the site investigation and changes to the site noted during the design workshop and from the design documentation. EA will submit the IO list to the City for review.
5.5.4 Functional Specification
EA will develop a Functional Specification for Crooke, which will detail PLC program details and how the PLC program is expected to operate. This specification will be based on specifications in which EA has developed for previous City projects and the City’s standards. This specification will City Council 17 – 52 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 10 of 17
also leverage standard template documents that EA has already developed as part of other projects. The Functional Specification will define details such as:
• Narrative overview of the function and operation
• Identification of all physical site components
• Control narrative description for each component
• Process control strategy description
• Identification of IO, setpoints, commands, permissive, etc. • Alarms
• Totalizers
• PLC standard device code modules to be used in programming The intent of this document is to provide a high amount of detail and clarity to all groups working on the controls systems at Crooke, especially the integrator responsible for programming. The integrator will use this document to ensure the PLC program is consistent with those at other remediated sites.
EA will submit the Functional Specification to the City for review.
5.5.5 SCADA Design Specification
Similar to the PLC Functional Specification, EA will develop a SCADA Design Specification to detail the SCADA configuration for Crooke. This specification will be based on specifications in which EA has developed for previous City projects and the City’s standards and will leverage standard template specification documents from other projects.
The SCADA Design Specification will define:
• SCADA screens and their functions, content, operations, and navigation • Communication parameters
• Tag and alarm list
This specification will ensure configuration by the integrator is thoroughly planned and consistent with existing Dynac SCADA screens.
EA will submit the SCADA Design Specification to the City for review.
5.5.6 OIT Design Specification
Leveraging the City’s OIT design standards and previously developed OIT Design Specification, EA will develop an OIT Design Specification for Crooke.
The specification will define Crooke’s OIT screens and popups. The screens will be designed to use the graphic objects which EA has developed for previous site OITs. This specification will ensure configuration by the integrator is thoroughly planned and consistent with those existing OIT screens.
EA will submit the OIT Design Specification to the City for review.
City Council 17 – 53 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 11 of 17
5.5.7 Network drawings
To accompany the design documentation package, EA will develop a basic network diagram for Crooke Pump Station showing all equipment and their network connections.
5.5.8 Design Review Workshop
EA will host a Design Review Workshop to review the developed design specifications. The City will review the submitted specifications and provide comments and feedback during this workshop.
EA will update the specifications to final versions following this workshop.
Functional Specifications Deliverables
Client Deliverables
1. Design workshop meeting minutes
2. Draft and Final IO and equipment lists
3. Draft and Final Functional Specification
4. Draft and Final SCADA Design Specification
5. Draft and Final OIT Design Specification
6. Draft and Final network drawings
7. Design Review Workshop meeting minutes
Internal Deliverables
1. Site investigation notes
5.6 Programming & Testing Specifications
During the programming and testing phases of this project, EA will be responsible for:
• Developing test documentation for PLC, SCADA, OIT, and panel testing • Oversee witnessed testing procedures
• Provide onsite startup support for the City’s contractor and integrator The test procedures and checklists EA develops will be intended to guide the SCADA FAT, panel FAT, and SAT. These three comprehensive, witnessed testing sessions will ensure the SCADA configuration, PLC program, OIT program, and fabricated panel are all tested before they are deployed onsite and once more upon startup. EA will submit these test procedures and checklists to the City for review and feedback. Once approved, EA will hand over the three test procedures and checklists to the City’s contractor and integrator.
In addition to the development of the test documentation, EA will oversee the SCADA FAT, panel FAT, and SAT onsite. For each test, EA will ensure that all non-conformances are logged and, if necessary, will use as needed support budget to attend re-testing.
EA has included budget for as needed support for both the contractor and integrator during the programming and testing phase.
City Council 17 – 54 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 12 of 17
Programming & Testing Specifications Deliverables
Client Deliverables
1. SCADA FAT procedures, checklists, and oversight
2. Panel FAT procedures, checklists, and oversight
3. SAT procedures, checklists, and oversight
Internal Deliverables
1. Test documentation handover notes
5.7 SCADA Source Control
EA has implemented and continues to utilize a source control system internally to track all changes to SCADA configurations, PLC programs, firewall configurations, smart field device configurations, and related devices. With the existing system in place, EA will maintain source control for the City, ensure all backups are up to date, and update/check-in/check-out source control documentation on an as needed basis.
SCADA Source Control Deliverables
Client Deliverables
1. Host source control for the City
Internal Deliverables
1. None
5.8 SCADA Change Control
Similar to source control, EA has implemented and continues to utilize a change control system internally to track all desired changes to the system, preventing ad-hoc changes to configurations that do not get documented. With the existing system in place, EA will maintain a change control system for the City, ensure all existing change requests are captured accurately in our system, and update change control documentation on an as needed basis.
SCADA Change Control Deliverables
Client Deliverables
1. Maintain change control for the City
Internal Deliverables
1. None
City Council 17 – 55 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 13 of 17
6 Change Manager Tasks
There are several tasks that are necessary for the completion and success of each site capital project but were not included in the City’s RFP. These tasks have proven critical in maintaining project budgets, schedules, and deliverable quality. We consider them non-optional scope.
6.1.1 Specification handovers
Once the final functional specification documents have been developed, EA will hand over the specifications and supporting design documentation to the City’s integrator. The integrator will use these specifications to complete programming in a standardized matter and will be used to test against following configuration.
6.1.2 Testing contingency
In previous projects with the City, EA has found that the SCADA FAT, panel FAT, and SAT testing procedures typically consume more time than the City has specified in their RFP. Due to this, EA has included additional testing budget to ensure EA has enough time budgeted to support these crucial testing procedures.
6.1.3 Training
Following commissioning, EA will plan to train City operations staff on the operation and use of the updated controls at Crooke. This task has been a crucial part of previous change manager projects to ensure seamless operations for the City’s staff and less oversight needed from EA once the site has been commissioned.
EA will develop a training manual to guide the training sessions. Once developed, EA will spend 2 days delivering the training onsite.
6.1.4 Post-commissioning as-built updates
Also following commissioning, EA will update the developed specifications to as-built. The intent is to close the project out with documentation accurate to the field to aide with any future modifications and maintenance.
SCADA Change Control Deliverables
Client Deliverables
1. Operator training
2. Post-commissioning as-built updates
3. Operator training
Internal Deliverables
1. Specification handover notes
2. Operator training manuals
City Council 17 – 56 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
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7 Assumptions & Clarifications
The following assumptions and clarifications were used in preparing this proposal:
1. All developed design documentation will conform to the City’s existing standards to ensure a consistent result at Crooke Pump Station to other stations EA has worked on previously.
2. The design contractor will be familiar with the City’s IC&E standards and will not require a handover on those standards. A handover to accomplish this will require additional time to complete.
3. EA is only developing a panel design for the one PLC control panel at Crooke Pump Station. Additional panels are currently out of scope and will require additional budget if required by the City.
4. EA will need additional time for the initial site investigation if the overall project is not replacing the MCC and instrumentation. The additional time would be used to investigate what Crooke currently has in more detail.
5. Hardware and hardware procurement is not included in this project.
6. Programming PLC, HMI, and SCADA programs are not included in the scope of work for EA to execute.
7. Crooke is assumed to contain a Modicon or Momentum PLC, VFDs, Limitorque and AUMA motor operated valves, mag meters, and a Magelis HMI or Unitronics display. The RFP additionally mentions Crooke has 2 reservoir wells.
8. EA assumes the Witnessed SCADA FAT will be hosted virtually at EA’s office or virtually.
Additional travel time and budget will be needed if neither of these conditions are part of the SCADA FAT for this project.
9. SCADA Source Control and Change Control are implemented and maintained by EA currently. Budget included will simply be utilized for specific site updates at the onset of this contract.
10. Unless specifically indicated in this scope of work, design documentation developed through this project will not be stamped by a professional engineer.
11. All submittals will be transmitted in electronic format (no hard copies will be provided)
12. Written approval (email or letter) from the City is required for all submittals within 10 business days of release by EA.
13. Delays due to mechanical, electrical, or IT related issues, production scheduling constraints, or lack of system availability out of EA’s control, which result in additional site time, will be charged at EA’s standard hourly rates.
8 Schedule
The PM will release an initial schedule upon project initiation.
City Council 17 – 57 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 15 of 17
9 Cost Estimate
The tasks to be performed along with the estimated time to complete the tasks are detailed in Volume II of this RFP response.
Work under this proposal is on a time and expenses basis, and the pricing in Appendix B is an estimate only made in good faith without consideration for delays and unknowns.
Enterprise Automation will continually track task progress against this estimate and will inform the City of any anticipated projected overruns. Any additional hours required to perform the specified tasks will be submitted to the City as a change order request. The decision to continue the work or consider alternative options will therefore remain with the City.
Any additions to the scope of work will also be submitted to the City as a change order request.
Approval of any change order by the City will be required prior to Enterprise Automation commencing or continuing the work task in question.
Billings will occur every month and will include man-hour break downs indicating hours expended, resources utilized, on a per task basis. Enterprise Automation will maintain an open line of communication with the City to discuss status of the work in progress, potential problems with scheduled work, changes in the estimated hours, and to coordinate up and coming tasks.
9.1 Travel
All travel is billed at cost according to the U.S. General Services Administration (GSA) for hotel and per diem rates and the IRS standard mileage rate as of 3/9/2023. 10 Conclusion
I welcome any further discussion that may facilitate the refinement of this scope of work. Please contact me at (949) 769-6000 or alternatively on my cell phone at (714) 878-9422 with any questions.
Submitted by
Josh Riley
Principal
City Council 17 – 58 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Crooke Pump Station Func. Spec Dev & Programming
Page Number: 16 of 17
11 Terms & Conditions
Terms and conditions are as per the following contract signed <TBD>:
<TBD>
City Council 17 – 59 9/19/2023
Crooke Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Appendix A: Deliverables List
Client Deliverables
1. Kickoff meeting minutes
2. Project Schedule in Gantt format
3. 100% Design review notes
4. MCC construction drawing review notes
5. Crooke Pump Station Control Panel Design package
6. Design workshop meeting minutes
7. Draft and Final IO and equipment lists
8. Draft and Final Functional Specification
9. Draft and Final SCADA Design Specification
10. Draft and Final OIT Design Specification
11. Draft and Final network drawings
12. Design Review Workshop meeting minutes
13. SCADA FAT procedures, checklists, and oversight
14. Panel FAT procedures, checklists, and oversight
15. SAT procedures, checklists, and oversight
16. Host source control for the City
17. Maintain change control for the City
18. Operator training
19. Post-commissioning as-built updates
20. Operator training
Internal Deliverables
1. Execution plans
2. Initial risk register
3. Site investigation notes
4. Test documentation handover notes
5. Specification handover notes
6. Operator training manuals
City Council 17 – 60 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Appendix A – Pump Station Detailed Scopes of Work Cambridge Pump Station
City Council 17 – 61 9/19/2023
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com Page Number: 1 of 17
Scope of Work
Cambridge Pump Station
Func. Spec Dev &
Programming v.1.0.0
PROJECT NUMBER: EA23CSA090
Prepared for: On:
City of Santa Ana 3/9/2023
Prepared by:
Marshall McElroy
Reviewed by:
Zack Gentry
Josh Riley
Address: Phone:
210 Goddard (949) 769-6000
Irvine, CA 92618
Web:
www.eaintegrator.com
City Council 17 – 62 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
Page Number: 2 of 17
History
Revision Date Description of Change Author Reviewed
1.0.0 3/9/2023 Original MM ZG/JR
Table of Contents
1 Proposal Background...............................................................................................................................4 2 Project Goals..............................................................................................................................................5 3 Project Approach ......................................................................................................................................5 4 Assumptions..............................................................................................................................................5 5 Scope of Work ...........................................................................................................................................6
5.1 Project Management .......................................................................................................................6
5.2 Project initiation ................................................................................................................................7 Project initiation Deliverables .................................................................................................................8
5.3 Design Review...................................................................................................................................8 Design Review Deliverables ....................................................................................................................8
5.4 Control Panel Drawings...................................................................................................................8 Control Panel Drawings Deliverables ....................................................................................................9
5.5 Functional Specifications................................................................................................................9 Functional Specifications Deliverables .............................................................................................. 11
5.6 Programming & Testing Specifications .................................................................................... 11 Programming & Testing Specifications Deliverables...................................................................... 12
5.7 SCADA Source Control ................................................................................................................. 12 SCADA Source Control Deliverables................................................................................................... 12
5.8 SCADA Change Control ................................................................................................................ 12 SCADA Change Control Deliverables ................................................................................................. 12 6 Change Manager Tasks........................................................................................................................ 13 SCADA Change Control Deliverables ................................................................................................. 13 7 Assumptions & Clarifications .............................................................................................................. 14 8 Schedule .................................................................................................................................................. 14 9 Cost Estimate ......................................................................................................................................... 15
9.1 Travel ............................................................................................................................................... 15 10 Conclusion .......................................................................................................................................... 15 11 Terms & Conditions........................................................................................................................... 16 Appendix A: Deliverables List....................................................................................................................... 17 Client Deliverables...................................................................................................................................... 17 Internal Deliverables .................................................................................................................................. 17 City Council 17 – 63 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
Page Number: 3 of 17
Acronyms and Terms
For the remainder of the document the following acronyms will be used.
Term Description
CR SCADA Change Request
EA Enterprise Automation (Integrator)
FAT Factory Acceptance Test
HMI Human Machine Interface
O&M Operation and maintenance manuals
OIT Operator Interface Terminal, stand-alone graphical interface typically found on standalone equipment or remote sites
PLC Programmable Logic Controller
PM Project Manager
SAT Site Acceptance Test
SCADA Supervisory Control and Data Acquisition (refers to the entire automation system)
CSA, the City City of Santa Ana
City Council 17 – 64 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
Page Number: 4 of 17
1 Proposal Background
Enterprise Automation has been providing SCADA integration services to the City of Santa Ana since 2014 through several projects including East Pump Station, SA-5, San Lorenzo Lift Station, Well 40, Well 38, Garthe Pump Station, Walnut Pump Station, and more.
In March 2018, the City of Santa Ana awarded Enterprise Automation a three-year professional services agreement to provide SCADA and PLC “Change Management” services which was extended an additional two years. In this role, EA is responsible for promoting and implementing standardization and best practices throughout the City’s water distribution SCADA system.
Through the Change Manager Contract, EA has developed several SCADA standards for the City including:
• IC&E Standards
• Device Standards
• Facility Naming and Tagging Standards
• PLC Programming Standards
• OIT Design Standards
• HMI Standards
This standardization has resulted in projects that are more consistent, less expensive to implement, easier to train operators on, and overall more successful. The documentation also facilitates an efficient transfer of knowledge between the City and their consultants.
In pursuit of implementing these standards across all of their sites, the City has asked EA to develop designs for the City’s water distribution assets which include wells, reservoirs/pump stations, PRVs, MWD connection sites, and lift stations.
EA’s role is to ensure that they are consistent, well documented, thorough, and leverage the City’s validated standards. The scope of this project includes providing such design services for the City’s Cambridge Pump Station.
EA’s specific deliverables and tasks for this project are:
1. Perform a review of 100% designs (P&IDs, drawings, MCC design) and provide comments to the design consultant to ensure the IC&E standards are implemented
2. Develop the following design documentation for Cambridge Pump Station a. Panel design (ready for fabrication drawing set and design calculations) b. Tag, IO, and equipment lists
c. PLC Functional Specification
d. SCADA Design Specification
e. OIT Design Specification
f. Network drawings
3. Hand over design specifications to the City’s integrator
4. Generate SCADA FAT, Panel FAT, and SAT documentation
5. Assist with SCADA FAT, Panel FAT, and Commissioning (SAT)
6. Develop operator training manuals and deliver training sessions
7. Deliver post-commissioning as-built design documents Note: This is a design-only project. Programming, panel procurement, testing, and deployment will be executed by the City’s other consultants for this project.
City Council 17 – 65 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
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2 Project Goals
The goals of this project are:
1. Provide quality control and procedural compliance oversight over the City’s control system programming consultant (the integrator) and panel fabricator.
2. Develop designs according to the City’s existing SCADA, PLC, OIT, network, IO, and panel standards.
3. Ensure that the control requirements for Cambridge Pump Station are thoroughly documented.
4. Help the City achieve their long-term goal to standardize their entire water distribution SCADA system.
5. Reduce budget and operational risk from the implementation and commissioning phases of this project.
3 Project Approach
Our project approach is designed to:
1. Promote consistency and reduce project risk by leveraging existing designs which have been thoroughly tested.
2. Maximize client engagement at all necessary levels (operations, maintenance, and management) to ensure that the project deliverables meet the City’s needs.
3. Test everything where practical, prior to site deployment to reduce the probability of rework being necessary in the field.
4. Encourage transparency between EA, the City, and their contractors and consultants. 4 Assumptions
Please see Section 7 for Assumptions and Clarifications. Note: many assumptions and clarifications listed must be considered in the context of the content in this scope, otherwise they may seem unclear or inconsistent.
City Council 17 – 66 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
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5 Scope of Work
This section details the scope of work for tasks included in the estimate in Appendix B, which are arranged to represent the expected order of execution.
At the bottom of each section will be a summary of the deliverables to be produced. • Client deliverables: items EA will produce and submit to the client • Internal deliverables: items EA will produce for internal use (available by request)
5.1 Project Management
EA will provide a dedicated project manager to be the main point of contact and steward all communication through EA. The PM has primary responsibility for this project’s scope, budget, and schedule.
The PM will prepare a project schedule, publish it, and periodically update it as the project unfolds.
At the commencement of the project, the PM will submit the schedule to the City in electronic format.
Throughout the life of the project, the PM will perform all commercial, budget, and project tracking related updates. The labor estimate for project management is comprised of the “Initiation” sheet in the cost estimate in Appendix B, plus a fixed percentage of all other engineering hours (as shown in the estimate).
For each workshop or meeting involving key project decisions, EA’s PM will draft and release meeting minutes with action items and dates assigned within one week.
Key Project Management Roles and Activities:
1. Primary point of contact, communications coordination
2. Project scheduling
3. Internal project team meeting coordination
4. Project status tracking (daily/weekly)
5. Project status communication with the City
6. Project invoices and tracking report (monthly)
7. Project coordination
8. Procurement oversight
5.1.1 PM communications plan
5.1.1.1 Project status updates
The PM will contact the City’s project manager a minimum of once every two weeks, via email, to provide status updates for all ongoing tasks. This standard practice helps to maintain an open line of communication when current project activities do not require direct contact between EA and the City.
City Council 17 – 67 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
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5.2 Project initiation
The “Initiation” sheet in the estimate includes activities associated with starting the project. This includes setting up the project in our accounting, project tracking, and resource planning systems.
5.2.1 Execution planning
Execution planning is a standard engineering activity where the engineers document the systematic process required to generate each deliverable. These plans are continually updated as engineering work is completed such that the team can accurately predict their future budget performance. This is an elementary activity of EA’s preparation and quality control process.
EA engineers (typically the Lead Engineer) will set up the execution plan templates prior to the kickoff meeting. Their templates are based on this scope and estimate.
Once the kickoff meetings are complete and mutual understanding of the scope is confirmed, EA will update and add more detail to the execution plans developed previously.
5.2.2 Internal kickoff
Once a PM is assigned and an engineering team has been established, they will perform an internal team kickoff to review the following:
1. Customer history
2. Relevant parties involved
3. Relevant documentation (specs, designs, etc…)
4. Project scope, budget, schedule, and risk areas
The risk register is an especially valuable tool that is developed during or shortly after the internal kickoff. Engineers use it to track any and all risks (commercial, technical, coordination, etc.) and develop mitigation strategies. The risk register is updated on a regular basis throughout the life of a project and is available for client review at any time.
5.2.3 Project kickoff meeting
Following the internal kickoff meeting EA will prepare for a formal kickoff meeting. We will an agenda at least one week prior to the meeting. EA’s project team, including project engineers and the project manager, will attend the formal kickoff meeting.
Meeting minutes will be published containing action items with assigned responsibilities and due dates.
5.2.4 Team check-in meetings
Internal project team meetings between the EA PM and EA engineering staff are conducted regularly during all projects. These meetings are used to discuss overall project status, budget, schedule, scope, and risk scenarios. The risk register is updated as known risks are averted or mitigated and new risk scenarios are identified.
We consider these formal meetings a critical component to our success as they facilitate team coordination and collaboration in an organized and controlled manner.
City Council 17 – 68 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
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Project initiation Deliverables
Client Deliverables
1. Kickoff meeting minutes
2. Project Schedule in Gantt format
Internal Deliverables
1. Execution plans
2. Initial risk register
5.3 Design Review
At the onset of this project, EA will review design documentation that the City’s contractor has developed for this project. The exact scope of this task will be determined by the City and EA’s project team on an as-needed basis but will likely include a review of the 100% P&IDs, electrical drawings, and MCC design.
Additionally, EA will review the MCC fabricator’s ready for construction drawing set for alignment with the design documentation. EA will provide redlined comments to the designer following this review to be incorporated into the final design.
Design Review Deliverables
Client Deliverables
1. 100% Design review notes
2. MCC construction drawing review notes
Internal Deliverables
1. None
5.4 Control Panel Drawings
EA will be responsible for the development of control panel drawings for Cambridge Pump Station. This pump station consists of 3 booster pumps, and 1 reservoir. The Cambridge Pump Station Control Panel Design will conform to existing control panel standards and will include the following at a minimum:
• Front panel layout drawing
• Back panel layout drawing
• Power distribution drawing
• Communication network drawing
• Analog inputs/outputs drawing
• Digital input/output drawing
• Bill of Materials
• I/O list with tag names
• Additional specifications (standard provided by the City) City Council 17 – 69 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
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o DC power components
o Ethernet and networking components
o Telemetry components
o Control panel construction
EA will submit the panel design package to the City for review following completion.
Control Panel Drawings Deliverables
Client Deliverables
1. Cambridge Pump Station Control Panel Design package
Internal Deliverables
1. None
5.5 Functional Specifications
For this project, EA will be responsible for developing the design specifications necessary to specify the controls operations for Cambridge Pump Station. The specifications will represent how the City desires the site to operate and to be updated to adhere to, not the existing operations scheme. Utilizing EA templates, EA will develop new functional specification documents to detail the design and functionality of Cambridge’s control systems.
5.5.1 Site investigation
At the beginning of this phase, EA will visit Cambridge Pump Station to conduct a site investigation. The site visit will include the review as-built field conditions, review the existing panel, and to review the networking infrastructure. The intent of this site visit is to ensure the existing documentation aligns with the field before making specifications based on that documentation.
5.5.2 Design workshop
Prior to the development of the specification documents, EA will host a design workshop with the City to determine functional requirements for Cambridge Pump Station. This includes discussing IO and equipment list changes, PLC Functional Specification requirements, SCADA Design Specification requirements, and OIT Design Specification requirements.
5.5.3 IO list
EA will develop an IO list for Cambridge based on findings during the site investigation and changes to the site noted during the design workshop and from the design documentation. EA will submit the IO list to the City for review.
5.5.4 Functional Specification
EA will develop a Functional Specification for Cambridge, which will detail PLC program details and how the PLC program is expected to operate. This specification will be based on specifications in which EA has developed for previous City projects and the City’s standards. This City Council 17 – 70 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
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specification will also leverage standard template documents that EA has already developed as part of other projects. The Functional Specification will define details such as:
• Narrative overview of the function and operation
• Identification of all physical site components
• Control narrative description for each component
• Process control strategy description
• Identification of IO, setpoints, commands, permissive, etc. • Alarms
• Totalizers
• PLC standard device code modules to be used in programming The intent of this document is to provide a high amount of detail and clarity to all groups working on the controls systems at Cambridge, especially the integrator responsible for programming.
The integrator will use this document to ensure the PLC program is consistent with those at other remediated sites.
EA will submit the Functional Specification to the City for review.
5.5.5 SCADA Design Specification
Similar to the PLC Functional Specification, EA will develop a SCADA Design Specification to detail the SCADA configuration for Cambridge. This specification will be based on specifications in which EA has developed for previous City projects and the City’s standards and will leverage standard template specification documents from other projects.
The SCADA Design Specification will define:
• SCADA screens and their functions, content, operations, and navigation • Communication parameters
• Tag and alarm list
This specification will ensure configuration by the integrator is thoroughly planned and consistent with existing Dynac SCADA screens.
EA will submit the SCADA Design Specification to the City for review.
5.5.6 OIT Design Specification
Leveraging the City’s OIT design standards and previously developed OIT Design Specification, EA will develop an OIT Design Specification for Cambridge.
The specification will define Cambridge’s OIT screens and popups. The screens will be designed to use the graphic objects which EA has developed for previous site OITs. This specification will ensure configuration by the integrator is thoroughly planned and consistent with those existing OIT screens.
EA will submit the OIT Design Specification to the City for review.
City Council 17 – 71 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
Page Number: 11 of 17
5.5.7 Network drawings
To accompany the design documentation package, EA will develop a basic network diagram for Cambridge Pump Station showing all equipment and their network connections.
5.5.8 Design Review Workshop
EA will host a Design Review Workshop to review the developed design specifications. The City will review the submitted specifications and provide comments and feedback during this workshop.
EA will update the specifications to final versions following this workshop.
Functional Specifications Deliverables
Client Deliverables
1. Design workshop meeting minutes
2. Draft and Final IO and equipment lists
3. Draft and Final Functional Specification
4. Draft and Final SCADA Design Specification
5. Draft and Final OIT Design Specification
6. Draft and Final network drawings
7. Design Review Workshop meeting minutes
Internal Deliverables
1. Site investigation notes
5.6 Programming & Testing Specifications
During the programming and testing phases of this project, EA will be responsible for:
• Developing test documentation for PLC, SCADA, OIT, and panel testing • Oversee witnessed testing procedures
• Provide onsite startup support for the City’s contractor and integrator The test procedures and checklists EA develops will be intended to guide the SCADA FAT, panel FAT, and SAT. These three comprehensive, witnessed testing sessions will ensure the SCADA configuration, PLC program, OIT program, and fabricated panel are all tested before they are deployed onsite and once more upon startup. EA will submit these test procedures and checklists to the City for review and feedback. Once approved, EA will hand over the three test procedures and checklists to the City’s contractor and integrator.
In addition to the development of the test documentation, EA will oversee the SCADA FAT, panel FAT, and SAT onsite. For each test, EA will ensure that all non-conformances are logged and, if necessary, will use as needed support budget to attend re-testing.
EA has included budget for as needed support for both the contractor and integrator during the programming and testing phase.
City Council 17 – 72 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
Page Number: 12 of 17
Programming & Testing Specifications Deliverables
Client Deliverables
1. SCADA FAT procedures, checklists, and oversight
2. Panel FAT procedures, checklists, and oversight
3. SAT procedures, checklists, and oversight
Internal Deliverables
1. Test documentation handover notes
5.7 SCADA Source Control
EA has implemented and continues to utilize a source control system internally to track all changes to SCADA configurations, PLC programs, firewall configurations, smart field device configurations, and related devices. With the existing system in place, EA will maintain source control for the City, ensure all backups are up to date, and update/check-in/check-out source control documentation on an as needed basis.
SCADA Source Control Deliverables
Client Deliverables
1. Host source control for the City
Internal Deliverables
1. None
5.8 SCADA Change Control
Similar to source control, EA has implemented and continues to utilize a change control system internally to track all desired changes to the system, preventing ad-hoc changes to configurations that do not get documented. With the existing system in place, EA will maintain a change control system for the City, ensure all existing change requests are captured accurately in our system, and update change control documentation on an as needed basis.
SCADA Change Control Deliverables
Client Deliverables
1. Maintain change control for the City
Internal Deliverables
1. None
City Council 17 – 73 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
Page Number: 13 of 17
6 Change Manager Tasks
There are several tasks that are necessary for the completion and success of each site capital project but were not included in the City’s RFP. These tasks have proven critical in maintaining project budgets, schedules, and deliverable quality. We consider them non-optional scope.
6.1.1 Specification handovers
Once the final functional specification documents have been developed, EA will hand over the specifications and supporting design documentation to the City’s integrator. The integrator will use these specifications to complete programming in a standardized matter and will be used to test against following configuration.
6.1.2 Testing contingency
In previous projects with the City, EA has found that the SCADA FAT, panel FAT, and SAT testing procedures typically consume more time than the City has specified in their RFP. Due to this, EA has included additional testing budget to ensure EA has enough time budgeted to support these crucial testing procedures.
6.1.3 Training
Following commissioning, EA will plan to train City operations staff on the operation and use of the updated controls at Cambridge. This task has been a crucial part of previous change manager projects to ensure seamless operations for the City’s staff and less oversight needed from EA once the site has been commissioned.
EA will develop a training manual to guide the training sessions. Once developed, EA will spend 2 days delivering the training onsite.
6.1.4 Post-commissioning as-built updates
Also following commissioning, EA will update the developed specifications to as-built. The intent is to close the project out with documentation accurate to the field to aide with any future modifications and maintenance.
SCADA Change Control Deliverables
Client Deliverables
1. Operator training
2. Post-commissioning as-built updates
3. Operator training
Internal Deliverables
1. Specification handover notes
2. Operator training manuals
City Council 17 – 74 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
Page Number: 14 of 17
7 Assumptions & Clarifications
The following assumptions and clarifications were used in preparing this proposal:
1. All developed design documentation will conform to the City’s existing standards to ensure a consistent result at Cambridge Pump Station to other stations EA has worked on previously.
2. The design contractor will be familiar with the City’s IC&E standards and will not require a handover on those standards. A handover to accomplish this will require additional time to complete.
3. EA is only developing a panel design for the one PLC control panel at Cambridge Pump Station. Additional panels are currently out of scope and will require additional budget if required by the City.
4. EA will need additional time for the initial site investigation if the overall project is not replacing the MCC and instrumentation. The additional time would be used to investigate what Cambridge currently has in more detail.
5. Hardware and hardware procurement is not included in this project.
6. Programming PLC, HMI, and SCADA programs are not included in the scope of work for EA to execute.
7. Cambridge is assumed to contain a Modicon or Momentum PLC, VFDs, Limitorque and AUMA motor operated valves, mag meters, and a Magelis HMI or Unitronics display. The RFP additionally mentions Cambridge has 2 reservoir wells.
8. EA assumes the Witnessed SCADA FAT will be hosted virtually at EA’s office or virtually.
Additional travel time and budget will be needed if neither of these conditions are part of the SCADA FAT for this project.
9. SCADA Source Control and Change Control are implemented and maintained by EA currently. Budget included will simply be utilized for specific site updates at the onset of this contract.
10. Unless specifically indicated in this scope of work, design documentation developed through this project will not be stamped by a professional engineer.
11. All submittals will be transmitted in electronic format (no hard copies will be provided)
12. Written approval (email or letter) from the City is required for all submittals within 10 business days of release by EA.
13. Delays due to mechanical, electrical, or IT related issues, production scheduling constraints, or lack of system availability out of EA’s control, which result in additional site time, will be charged at EA’s standard hourly rates.
8 Schedule
The PM will release an initial schedule upon project initiation.
City Council 17 – 75 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
Page Number: 15 of 17
9 Cost Estimate
The tasks to be performed along with the estimated time to complete the tasks are detailed in Volume II of this RFP response.
Work under this proposal is on a time and expenses basis, and the pricing in Appendix B is an estimate only made in good faith without consideration for delays and unknowns.
Enterprise Automation will continually track task progress against this estimate and will inform the City of any anticipated projected overruns. Any additional hours required to perform the specified tasks will be submitted to the City as a change order request. The decision to continue the work or consider alternative options will therefore remain with the City.
Any additions to the scope of work will also be submitted to the City as a change order request.
Approval of any change order by the City will be required prior to Enterprise Automation commencing or continuing the work task in question.
Billings will occur every month and will include man-hour break downs indicating hours expended, resources utilized, on a per task basis. Enterprise Automation will maintain an open line of communication with the City to discuss status of the work in progress, potential problems with scheduled work, changes in the estimated hours, and to coordinate up and coming tasks.
9.1 Travel
All travel is billed at cost according to the U.S. General Services Administration (GSA) for hotel and per diem rates and the IRS standard mileage rate as of 3/9/2023. 10 Conclusion
I welcome any further discussion that may facilitate the refinement of this scope of work. Please contact me at (949) 769-6000 or alternatively on my cell phone at (714) 878-9422 with any questions.
Submitted by
Josh Riley
Principal
City Council 17 – 76 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Cambridge Pump Station Func. Spec Dev & Programming
Page Number: 16 of 17
11 Terms & Conditions
Terms and conditions are as per the following contract signed <TBD>:
<TBD>
City Council 17 – 77 9/19/2023
Cambridge Pump Station Func. Spec Dev & Programming Scope of Work EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Appendix A: Deliverables List
Client Deliverables
1. Kickoff meeting minutes
2. Project Schedule in Gantt format
3. 100% Design review notes
4. MCC construction drawing review notes
5. Cambridge Pump Station Control Panel Design package
6. Design workshop meeting minutes
7. Draft and Final IO and equipment lists
8. Draft and Final Functional Specification
9. Draft and Final SCADA Design Specification
10. Draft and Final OIT Design Specification
11. Draft and Final network drawings
12. Design Review Workshop meeting minutes
13. SCADA FAT procedures, checklists, and oversight
14. Panel FAT procedures, checklists, and oversight
15. SAT procedures, checklists, and oversight
16. Host source control for the City
17. Maintain change control for the City
18. Operator training
19. Post-commissioning as-built updates
20. Operator training
Internal Deliverables
1. Execution plans
2. Initial risk register
3. Site investigation notes
4. Test documentation handover notes
5. Specification handover notes
6. Operator training manuals
City Council 17 – 78 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Appendix B - Resumes
Appendix B - Resumes
City Council 17 – 79 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Appendix C – Certification Documents
Appendix C – Certification Documents
City Council 17 – 80 9/19/2023
City Council 17 – 81 9/19/2023
City Council 17 – 82 9/19/2023
City Council 17 – 83 9/19/2023
City Council 17 – 84 9/19/2023
City Council 17 – 85 9/19/2023
EXHIBIT C
COMPENSATION
Consultant’s Fee Proposal including hourly rates, if applicable City Council 17 – 86 9/19/2023
Address: 210 Goddard, Irvine, CA 92707 Phone: (949) 769-6000 Web: www.eaintegrator.com Cost Proposal for:
Water Resources Functional Specifications
Development and SCADA Programming Services
v.1.0.0
EA PROJECT NUMBER: EA23CSA090
Prepared for: City of Santa Ana
On: 3/9/2023
Prepared by:
Marshall McElroy
Automation Sales Representative
Alex Stipe
Inside Sales Manager
City Council 17 – 87 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Table of Contents
Page Number: 1 of 1
Table of Contents
Table of Contents..............................................................................................................................................1
1. Fee Proposal ..............................................................................................................................................1
2. Detailed Cost Estimate ............................................................................................................................3
2.1 Crooke Pump Station.......................................................................................................................4
2.2 Cambridge Pump Station................................................................................................................5
3. Rates Sheet................................................................................................................................................6 City Council 17 – 88 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Fee Proposal Form
1. Fee Proposal Form
City Council 17 – 89 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Fee Proposal Form City Council 17 – 90 9/19/2023 Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Detailed Pump Station Cost Estimates
2. Detailed Pump Station Cost Estimates
Below is Enterprise Automation’s detailed cost estimate for Crooke and Cambridge Pump Stations. The intent of including these in our cost proposal is to give the City full transparency on where EA has associated budget for tasks. Additionally, this detailed cost estimate includes tabs and budget for services that will be necessary to the success and completion of this project.
These additional tabs were not included in Attachment 2’s Fee Proposal tables.
City Council 17 – 91 9/19/2023
Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Detailed Pump Station Cost Estimates
2.1 Crooke Pump Station
City Council 17 – 92 9/19/2023
Client: City of Santa Ana
Project: Crooke Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR Summary
Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal Hours Price Control Panel Drawings 56 12 8 0 0 0 0 0 76 $17,968
Functional Specifications 118 27 19 0 8 8 0 0 180 $42,768 Programming & Testing Specs 65 41 18 0 24 24 0 0 172 $41,872 SCADA Source Control 2 2 0 0 0 0 0 0 4 $976
SCADA Change Control 2 2 0 0 0 0 0 0 4 $976
Engineering Labor Totals 243 84 45 0 32 32 0 0 436 $104,560 Additional Required Scope & Expenses
Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal Hours Price Initiation 8 8 4 0 0 0 0 0 20 $4,944
Design Review 54 16 8 0 0 0 0 0 78 $18,552
Change Manager Tasks 46 28 11 0 0 20 0 0 105 $25,828
Engineering Labor Totals 108 52 23 0 0 20 0 0 203 $49,324 Expenses (excl. taxes) Price
EXP Travel $211
Total Expenses $211
Grand Total $154,095
#
Totals Engineering Labor In Office Out of Office
Totals # Engineering Labor In Office Out of Office
EA23CSA090 ESTIMATE Crooke Pump Station Func. Spec Dev & Programming 1.0.0.xlsmSummary 1 of 12 City Council 17 – 93 9/19/2023 Client: City of Santa Ana
Project: Crooke Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 110 Panel design 68 $15,888
Crooke Pump Station panel design 40 10
front panel layout
back panel layout
power distribution drawing
communications network drawing
AI/AO drawing
DI/DO drawing
compile bill of materials
I/O list with tag names
internal review
associated specifications
DC Power Components
Ethernet and Networking components
Telemetry Components
Control Panel Construction
Panel drafting support 8
Submittal 8 2
prepare and submit to client
post submittal changes
990 Project management 8 $2,080
Coordination, project management, overhead, meetings 8
Hours 56 12 8 0 0 0 0 0 76
Price $12,768 $3,120 $2,080 $0 $0 $0 $0 $0 $17,968
Hours Price
Control Panel Drawings
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Crooke Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Control Panel Drawings 2 of 12 City Council 17 – 94 9/19/2023 Client: City of Santa Ana
Project: Crooke Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 101 Site investigation 18 $4,392
Preparation 1 1
Site investigation 8 8
review field conditions
review panels or new panel locations
investigate networking infrastructure
150 Design Workshop 10 $2,408
Workshop preparation including handouts and agenda 1
Workshop 4 4
discuss IO list
discuss functional specification requirements
discuss SCADA design requirements
discuss OIT design requirements
design review
Notes compilation 1
160 IO list 26 $6,120
Develop IO list 20 6
submit to the client for review
170 Functional Specification 48 $11,136
Develop Functional Specification 40 6
programming language and module structure
define tagging conventions
scaling and device feature requirements
totalizers
equipment definitions
instrumentation definitions
detailed process control
define set points
standard PLC Modbus address reservation plan
PLC design submittal 2
prepare and submit
post submittal changes
Hours Price
Functional Specifications
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Crooke Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Functional Specifications 3 of 12 City Council 17 – 95 9/19/2023 Client: City of Santa Ana
Project: Crooke Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal Hours Price Functional Specifications
Engineering Labor In Office Out of Office Totals
180 SCADA Design Specification 20 2 22 $5,080
Develop SCADA design
devices
graphical representation
commands
set points
permissives
screen list
page navigation
reusable objects
tagging conventions
user security
pop-ups
alarms
trending / historization
SCADA design submittal
prepare and submit
post submittal changes
185 OIT Design Specification 14 2 16 $3,712
Develop OIT display specification
desired OIT screen layouts and content
components
graphical representation
commands/setpoints
screen list
page navigation
tagging conventions
user security
alarms
trending
OIT design submittal
prepare and submit
post submittal changes
EA23CSA090 ESTIMATE Crooke Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Functional Specifications 4 of 12 City Council 17 – 96 9/19/2023 Client: City of Santa Ana
Project: Crooke Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal Hours Price Functional Specifications
Engineering Labor In Office Out of Office Totals
130 Network design 6 2 8 $1,888
Develop basic network diagram
submit to the City for review
150 Design Review Workshop 13 $3,092
Workshop preparation including handouts and agenda 1
Workshop 3 3
review Functional Specification draft
review SCADA Design Specification draft
review OIT Design Specification draft
review draft network drawings
Notes compilation 1
post submittal updates 4 1
990 Project management 19 $4,940
Coordination, project management, overhead, meetings 19 Hours 118 27 19 0 8 8 0 0 180
Price $26,904 $7,020 $4,940 $0 $1,824 $2,080 $0 $0 $42,768 EA23CSA090 ESTIMATE Crooke Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Functional Specifications 5 of 12 City Council 17 – 97 9/19/2023 Client: City of Santa Ana
Project: Crooke Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 710 PLC and SCADA test documentation 44 $10,352
Develop test procedures and checklists
FAT 16 4
SAT 16 4
Submit to City for review 2 2
revise as needed
715 Panel test documentation 2 $488
Develop panel FAT procedures and checklists 1 1
725 Witnessed SCADA FAT 20 $4,880
SCADA FAT documentation handover 2 2
Oversee SCADA FAT 8 8
795 Witnessed Panel FAT 16 $3,904
Panel FAT documentation handover 2 2
Oversee Panel FAT 6 6
820 Onsite Support 72 $17,568
SAT documentation handover 2 2
Oversee SAT 6 6
As needed contractor support 8 8 12 12
As needed integrator support 8 8
990 Project management 18 $4,680
Coordination, project management, overhead, meetings 18 Hours 65 41 18 0 24 24 0 0 172
Price $14,820 $10,660 $4,680 $0 $5,472 $6,240 $0 $0 $41,872 Hours Price
Programming & Testing Specs
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Crooke Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Programming & Testing Specs 6 of 12 City Council 17 – 98 9/19/2023 Client: City of Santa Ana
Project: Crooke Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 140 Source Control 2 2 4 $976
Update source control programs
Update existing source control documentation
990 Project management 0 $0
Coordination, project management, overhead, meetings 0
Hours 2 2 0 0 0 0 0 0 4
Price $456 $520 $0 $0 $0 $0 $0 $0 $976
Hours Price
SCADA Source Control
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Crooke Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG SCADA Source Control 7 of 12 City Council 17 – 99 9/19/2023 Client: City of Santa Ana
Project: Crooke Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 140 Change Control 2 2 4 $976
Update change control documentation
Update existing change requests
990 Project management 0 $0
Coordination, project management, overhead, meetings 0
Hours 2 2 0 0 0 0 0 0 4
Price $456 $520 $0 $0 $0 $0 $0 $0 $976
Hours Price
SCADA Change Control
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Crooke Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG SCADA Change Control 8 of 12 City Council 17 – 100 9/19/2023 Client: City of Santa Ana
Project: Crooke Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal Project initiation 7 $1,788
010 Project setup 2
accounting setup
develop project schedule, resource loading
050 Execution planning 2
develop initial detailed project task execution plans
030 Internal kickoff meeting 1 1 1
review project scope
review design documentation
purpose, schedule, team roles, expectations
risk matrix and due dates
040 Project kickoff 5 $1,204
Prepare materials for kickoff (agenda, coordination) 1
Project kickoff meeting with customer 1 1 1
review scope, roles, expectations
review schedule
site inspection
Notes compilation 1
EA Internal team check-in meetings 8 $1,952
995 Team check-in meetings 4 4
review project progress, ETCs, schedule, risks, etc.
Hours 8 8 4 0 0 0 0 0 20
Price $1,824 $2,080 $1,040 $0 $0 $0 $0 $0 $4,944
Price
Totals
Initiation
Engineering Labor
Hours
In Office Out of Office
EA23CSA090 ESTIMATE Crooke Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Initiation 9 of 12 City Council 17 – 101 9/19/2023 Client: City of Santa Ana
Project: Crooke Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 140 100% Design Submittal 60 $14,128
Design review
review 90% design submittal 30 6
review 100% design submittal 16 8
145 MCC submittal review 8 2 10 $2,344
MCC construction submittal review
review MCC construction drawing set
990 Project management 8 $2,080
Coordination, project management, overhead, meetings 8
Hours 54 16 8 0 0 0 0 0 78
Price $12,312 $4,160 $2,080 $0 $0 $0 $0 $0 $18,552
Hours Price
Design Review
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Crooke Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Design Review 10 of 12 City Council 17 – 102 9/19/2023 Client: City of Santa Ana
Project: Crooke Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 910 Specification handovers 8 2 10 $2,344
Hand over specifications to integrator
Functional Specification
SCADA Design Specification
OIT Design Specification
network drawings
misc. documentation
Notes compilation
910 Testing Contingency 40 $9,760
Additional budget to support witnessed testing procedures SCADA FAT 8 8
Panel FAT 6 6
SAT 6 6
870 Training 32 $8,064
Operator SCADA training preparation 8 4
prepare training manuals
Operator SCADA training 20
operator training (2 days)
910 Post-commissioning as-built updates 10 2 12 $2,800
Update documents following commissioning to as-built
Functional Specification
SCADA Design Specification
OIT Design Specification
network drawings
Notes compilation
990 Project management 11 $2,860
Coordination, project management, overhead, meetings 11 Hours 46 28 11 0 0 20 0 0 105
Price $10,488 $7,280 $2,860 $0 $0 $5,200 $0 $0 $25,828
Hours Price
Change Manager Tasks
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Crooke Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Change Manager Tasks 11 of 12 City Council 17 – 103 9/19/2023 Client: City of Santa Ana
Project: Crooke Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR Travel
Site investigation $53
1. mileage to site round trip, 40 mi., $0.655/mi. 2 $26 $52 Witnessed Panel FAT $53
1. mileage to site/panel shop round trip, 40 mi., $0.655/mi. 2 $26 $52 As Needed onsite support $105
1. mileage to site round trip, 40 mi., $0.655/mi. 4 $26 $105 Price $211
No. Description Rate Details Qty. Unit Cost Ext. Cost Price EA23CSA090 ESTIMATE Crooke Pump Station Func. Spec Dev & Programming 1.0.0.xlsm EXP Travel 12 of 12 City Council 17 – 104 9/19/2023 Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Detailed Pump Station Cost Estimates
2.2 Cambridge Pump Station
City Council 17 – 105 9/19/2023
Client: City of Santa Ana
Project: Cambridge Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR Summary
Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal Hours Price Control Panel Drawings 56 12 8 0 0 0 0 0 76 $17,968
Functional Specifications 106 27 18 0 8 8 0 0 167 $39,772 Programming & Testing Specs 65 41 18 0 24 24 0 0 172 $41,872 SCADA Source Control 2 2 0 0 0 0 0 0 4 $976
SCADA Change Control 2 2 0 0 0 0 0 0 4 $976
Engineering Labor Totals 231 84 44 0 32 32 0 0 423 $101,564 Additional Required Scope & Expenses
Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal Hours Price Initiation 8 8 4 0 0 0 0 0 20 $4,944
Design Review 54 16 8 0 0 0 0 0 78 $18,552
Change Manager Tasks 46 28 11 0 0 20 0 0 105 $25,828
Engineering Labor Totals 108 52 23 0 0 20 0 0 203 $49,324 Expenses (excl. taxes) Price
EXP Travel $211
Total Expenses $211
Grand Total $151,099
#
Totals Engineering Labor In Office Out of Office
Totals # Engineering Labor In Office Out of Office
EA23CSA090 ESTIMATE Cambridge Pump Station Func. Spec Dev & Programming 1.0.0.xlsm Summary 1 of 12 City Council 17 – 106 9/19/2023 Client: City of Santa Ana
Project: Cambridge Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 110 Panel design 68 $15,888
Cambridge Pump Station panel design 40 10
front panel layout
back panel layout
power distribution drawing
communications network drawing
AI/AO drawing
DI/DO drawing
compile bill of materials
I/O list with tag names
internal review
associated specifications
DC Power Components
Ethernet and Networking components
Telemetry Components
Control Panel Construction
Panel drafting support 8
Submittal 8 2
prepare and submit to client
post submittal changes
990 Project management 8 $2,080
Coordination, project management, overhead, meetings 8
Hours 56 12 8 0 0 0 0 0 76
Price $12,768 $3,120 $2,080 $0 $0 $0 $0 $0 $17,968
Hours Price
Control Panel Drawings
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Cambridge Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Control Panel Drawings 2 of 12 City Council 17 – 107 9/19/2023 Client: City of Santa Ana
Project: Cambridge Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 101 Site investigation 18 $4,392
Preparation 1 1
Site investigation 8 8
review field conditions
review panels or new panel locations
investigate networking infrastructure
150 Design Workshop 10 $2,408
Workshop preparation including handouts and agenda 1
Workshop 4 4
discuss IO list
discuss functional specification requirements
discuss SCADA design requirements
discuss OIT design requirements
design review
Notes compilation 1
160 IO list 26 $6,120
Develop IO list 20 6
submit to the client for review
170 Functional Specification 40 $9,312
Develop Functional Specification 32 6
programming language and module structure
define tagging conventions
scaling and device feature requirements
totalizers
equipment definitions
instrumentation definitions
detailed process control
define set points
standard PLC Modbus address reservation plan
PLC design submittal 2
prepare and submit
post submittal changes
Hours Price
Functional Specifications
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Cambridge Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Functional Specifications 3 of 12 City Council 17 – 108 9/19/2023 Client: City of Santa Ana
Project: Cambridge Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal Hours Price Functional Specifications
Engineering Labor In Office Out of Office Totals
180 SCADA Design Specification 18 2 20 $4,624
Develop SCADA design
devices
graphical representation
commands
set points
permissives
screen list
page navigation
reusable objects
tagging conventions
user security
pop-ups
alarms
trending / historization
SCADA design submittal
prepare and submit
post submittal changes
185 OIT Design Specification 12 2 14 $3,256
Develop OIT display specification
desired OIT screen layouts and content
components
graphical representation
commands/setpoints
screen list
page navigation
tagging conventions
user security
alarms
trending
OIT design submittal
prepare and submit
post submittal changes
EA23CSA090 ESTIMATE Cambridge Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Functional Specifications 4 of 12 City Council 17 – 109 9/19/2023 Client: City of Santa Ana
Project: Cambridge Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal Hours Price Functional Specifications
Engineering Labor In Office Out of Office Totals
130 Network design 6 2 8 $1,888
Develop basic network diagram
submit to the City for review
150 Design Review Workshop 13 $3,092
Workshop preparation including handouts and agenda 1
Workshop 3 3
review Functional Specification draft
review SCADA Design Specification draft
review OIT Design Specification draft
review draft network drawings
Notes compilation 1
post submittal updates 4 1
990 Project management 18 $4,680
Coordination, project management, overhead, meetings 18 Hours 106 27 18 0 8 8 0 0 167
Price $24,168 $7,020 $4,680 $0 $1,824 $2,080 $0 $0 $39,772 EA23CSA090 ESTIMATE Cambridge Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Functional Specifications 5 of 12 City Council 17 – 110 9/19/2023 Client: City of Santa Ana
Project: Cambridge Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 710 PLC and SCADA test documentation 44 $10,352
Develop test procedures and checklists
FAT 16 4
SAT 16 4
Submit to City for review 2 2
revise as needed
715 Panel test documentation 2 $488
Develop panel FAT procedures and checklists 1 1
725 Witnessed SCADA FAT 20 $4,880
SCADA FAT documentation handover 2 2
Oversee SCADA FAT 8 8
795 Witnessed Panel FAT 16 $3,904
Panel FAT documentation handover 2 2
Oversee Panel FAT 6 6
820 Onsite Support 72 $17,568
SAT documentation handover 2 2
Oversee SAT 6 6
As needed contractor support 8 8 12 12
As needed integrator support 8 8
990 Project management 18 $4,680
Coordination, project management, overhead, meetings 18 Hours 65 41 18 0 24 24 0 0 172
Price $14,820 $10,660 $4,680 $0 $5,472 $6,240 $0 $0 $41,872 Hours Price
Programming & Testing Specs
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Cambridge Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Programming & Testing Specs 6 of 12 City Council 17 – 111 9/19/2023 Client: City of Santa Ana
Project: Cambridge Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 140 Source Control 2 2 4 $976
Update source control programs
Update existing source control documentation
990 Project management 0 $0
Coordination, project management, overhead, meetings 0
Hours 2 2 0 0 0 0 0 0 4
Price $456 $520 $0 $0 $0 $0 $0 $0 $976
Hours Price
SCADA Source Control
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Cambridge Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG SCADA Source Control 7 of 12 City Council 17 – 112 9/19/2023 Client: City of Santa Ana
Project: Cambridge Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 140 Change Control 2 2 4 $976
Update change control documentation
Update existing change requests
990 Project management 0 $0
Coordination, project management, overhead, meetings 0
Hours 2 2 0 0 0 0 0 0 4
Price $456 $520 $0 $0 $0 $0 $0 $0 $976
Hours Price
SCADA Change Control
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Cambridge Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG SCADA Change Control 8 of 12 City Council 17 – 113 9/19/2023 Client: City of Santa Ana
Project: Cambridge Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal Project initiation 7 $1,788
010 Project setup 2
accounting setup
develop project schedule, resource loading
050 Execution planning 2
develop initial detailed project task execution plans
030 Internal kickoff meeting 1 1 1
review project scope
review design documentation
purpose, schedule, team roles, expectations
risk matrix and due dates
040 Project kickoff 5 $1,204
Prepare materials for kickoff (agenda, coordination) 1
Project kickoff meeting with customer 1 1 1
review scope, roles, expectations
review schedule
site inspection
Notes compilation 1
EA Internal team check-in meetings 8 $1,952
995 Team check-in meetings 4 4
review project progress, ETCs, schedule, risks, etc.
Hours 8 8 4 0 0 0 0 0 20
Price $1,824 $2,080 $1,040 $0 $0 $0 $0 $0 $4,944
Price
Totals
Initiation
Engineering Labor
Hours
In Office Out of Office
EA23CSA090 ESTIMATE Cambridge Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Initiation 9 of 12 City Council 17 – 114 9/19/2023 Client: City of Santa Ana
Project: Cambridge Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 140 100% Design Submittal 60 $14,128
Design review
review 90% design submittal 30 6
review 100% design submittal 16 8
145 MCC submittal review 8 2 10 $2,344
MCC construction submittal review
review MCC construction drawing set
990 Project management 8 $2,080
Coordination, project management, overhead, meetings 8
Hours 54 16 8 0 0 0 0 0 78
Price $12,312 $4,160 $2,080 $0 $0 $0 $0 $0 $18,552
Hours Price
Design Review
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Cambridge Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Design Review 10 of 12 City Council 17 – 115 9/19/2023 Client: City of Santa Ana
Project: Cambridge Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR WBS Description Proj. Eng. Lead Eng. PM Principal Proj. Eng. Lead Eng. PM Principal 910 Specification handovers 8 2 10 $2,344
Hand over specifications to integrator
Functional Specification
SCADA Design Specification
OIT Design Specification
network drawings
misc. documentation
Notes compilation
910 Testing Contingency 40 $9,760
Additional budget to support witnessed testing procedures SCADA FAT 8 8
Panel FAT 6 6
SAT 6 6
870 Training 32 $8,064
Operator SCADA training preparation 8 4
prepare training manuals
Operator SCADA training 20
operator training (2 days)
910 Post-commissioning as-built updates 10 2 12 $2,800
Update documents following commissioning to as-built
Functional Specification
SCADA Design Specification
OIT Design Specification
network drawings
Notes compilation
990 Project management 11 $2,860
Coordination, project management, overhead, meetings 11 Hours 46 28 11 0 0 20 0 0 105
Price $10,488 $7,280 $2,860 $0 $0 $5,200 $0 $0 $25,828
Hours Price
Change Manager Tasks
Engineering Labor In Office Out of Office Totals
EA23CSA090 ESTIMATE Cambridge Pump Station Func. Spec Dev & Programming 1.0.0.xlsm ENG Change Manager Tasks 11 of 12 City Council 17 – 116 9/19/2023 Client: City of Santa Ana
Project: Cambridge Pump Station Func. Spec Dev & Programming Number: EA23CSA090 Date: 3/9/2023 Revision: 1.0.0 Author: MM Reviewed By: ZG/JR Travel
Site investigation $53
1. mileage to site round trip, 40 mi., $0.655/mi. 2 $26 $52 Witnessed Panel FAT $53
1. mileage to site/panel shop round trip, 40 mi., $0.655/mi. 2 $26 $52 As Needed onsite support $105
1. mileage to site round trip, 40 mi., $0.655/mi. 4 $26 $105 Price $211
No. Description Rate Details Qty. Unit Cost Ext. Cost Price EA23CSA090 ESTIMATE Cambridge Pump Station Func. Spec Dev & Programming 1.0.0.xlsm EXP Travel 12 of 12 City Council 17 – 117 9/19/2023 Functional Specifications Development and SCADA Programming Services EA Project Number: EA23CSA090, v1.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Section: Rates Sheet
3. Rates Sheet
City Council 17 – 118 9/19/2023
FY23 Engineering Rates
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com V 1.0.0
Engineering Rates
Rate Classification1 Standard Rate
Admin $100 / hr.
Engineering Intern $100 / hr.
I&C Technician 1* $135 / hr.
I&C Technician 2* $175 / hr.
Electrical Engineer 2* $175 / hr.
Electrical Engineer 3* $210 / hr.
CAD* $150 / hr.
Automation Project Engineer 1 $205 / hr.
Automation Project Engineer 2 $250 / hr.
Project Technical Lead $260 / hr.
Project Manager 1 $210 / hr.
Project Manager 2 $260 / hr.
Architect $275 / hr.
Principal $325 / hr.
*Through Tetra Tech
1 Rate classifications charged are based on a project role/responsibility basis, not title, and could be adjusted during a project’s duration if meaningful staff changes occur with prior notification.
Service Calls
Service calls covered by an Enterprise Automation service contract are prioritized while all other service requests are dependent on existing schedules and the availability of engineering staff.
Overtime
Item Description
Time and a half Outside of normal business hours (8am-5pm), or time in excess of 10 hours per day (unless otherwise arranged)
Double time Saturday, Sunday, and holidays (unless otherwise arranged) General
Item Description
Travel time Charged at engineering rates
Vehicle mileage As per the published IRS mileage rate (if applicable) Travel expenses At cost (if applicable)
Meals and incidentals GSA established per diem rate (if applicable) Payment terms Net 30 days
Rates effective 11/1/2022 through 10/31/2023
City Council 17 – 119 9/19/2023
EXHIBIT 2
CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND
NORTHERN DIGITAL, INC. TO PROVIDE ON-CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 19th day of September, 2023 by and between Northern Digital, Inc. (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).
RECITALS
A. On February 14, 2023 the City issued Request for Proposal (“RFP”) No. 23-026 by which it desired to retain a consultant having special skill and knowledge in the field of:
engineering services to prepare functional specifications and to provide SCADA source control and change control services on an on-call basis for the City’s Public Works Agency.
B.
C.
Consultant submitted a responsive proposal that was among those selected by the city.
Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-026.
In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-026, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in “Scope of Services - Exhibit A”, attached hereto and incorporated by reference, and as further described in Consultant’s Proposal, attached hereto an incorporated herein by this reference as “Consultant’s Proposal - Exhibit B”.
2. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant’s Fee Proposal, which is attached hereto and fully incorporated herein by this reference as “Compensation - Exhibit C”. Consultant is one of three (3) separate consultants selected to provide services on an on-call basis under RFP 23-026. The total compensation for services provided by all consultants selected under RFP 23-026 shall not exceed the shared aggregate amount of $1,250,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below.
b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant’s Fee Proposal, Consultant’s fees shall not increase by more than 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws, if applicable.
3. TERM
This Agreement shall commence on September 19, 2023 and end on September 18, 2026, with the option for the City to grant up to one (1), two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 16, below.
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the services being performed are part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
7. INSURANCE
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors.
a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as:
(i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000.00 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
(ii) Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000.00 per accident for bodily injury and property damage.
(iii) Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000.00 per accident for bodily injury or disease.
(iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $1,000,000.00 per occurrence or claim, $2,000,000.00 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. c. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions:
(i) Additional Insured Status. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations.
General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).
(ii) Primary Coverage. For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or selfinsurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
(iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
(v) Self-Insured Retentions. Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be
endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
(vi)Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims-made basis:
• The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
• Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
• If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.
(viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix)Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors.
(x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States’ letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.
11. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all
nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.
13. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein.
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other consultant and/or contractors retained by City.
16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a.
b.
As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
17. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
18. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.
19. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement.
20. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:
To City:
Jennifer L. Hall
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Nabil Saba
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza
P.O. Box 1988
Santa Ana, California 92702
Fax:
To Consultant:
Joseph Marcus
Manager, Business Development
Northern Digital, Inc.
4701 Corporate Court
Bakersfield, CA 93311
A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.
21. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.
ATTEST: CITY OF SANTA ANA
JENNIFER L. HALL
City Clerk
KRISTINE RIDGE
City Manager
APPROVED AS TO FORM: CONSULTANT:
SONIA R. CARVALHO
JOSEPH MARCUS
Assistant City Attorney Manager, Business Development
RECOMMENDED FOR APPROVAL:
NABIL SABA
Executive Director
Public Works Agency
EXHIBIT A
SCOPE OF SERVICES
City Council 17 – 130 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
Appendix
ATTACHMENT 1: SCOPE OF WORK
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
City Council 17 – 131 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
SCOPE OF WORK
A. INTRODUCTION AND BACKGROUND
The City of Santa Ana Public Works Agency – Water Resources Division oversees and maintains the daily operations of the Water System and Sanitary Sewer System. The City’s water system has an average day demand of about 30 million gallons (MG) with 45,000 service connections.
It is comprised of approximately 478 miles of water main, 45 MG of storage at five (5) sites, seven (7) MWD connections, 21 groundwater wells, seven (7) pump stations, four (4) pressure regulating stations and utilizes two (2) pressure zones.
B. CONSULTANT RESPONSIBILITIES
The City desires to retain a qualified Consultant to prepare functional specifications, control panel drawings, programming and testing specifications and provide SCADA systems source control and change control services for the City’s water production facilities. The selected vendor is intended to, among other items previously stated, provide and institute oversight mechanisms for the City’s contracted controls programmers. The City’s facilities are controlled by the Dynac ES SCADA software as provided by Kapsch TrafficCom USA, Inc. The City is also utilizing Wonderware by AVEVA.
The Consultant shall provide all labor, materials, services, and equipment necessary for the services described herein. The Consultant shall possess all Federal, State and Local permits, licenses, and approvals necessary to provide good/services required in the Scope of Work.
C. SCOPE OF SERVICES
The City is seeking qualified Consultants to provide (1) control panel drawings, (2) functional specifications, (3) programming and testing specifications, (4) source control, and (5) change control described in the following sections:
1. CONTROL PANEL DRAWINGS
The Consultant shall be capable of providing and reviewing control panel drawings as they relate to the City’s instrumentation and electrical components. The City’s water production sites utilize the following components:
• Modicon Momentum Programmable Logic Computers (PLC) – (Modicon M340 and M580 and other various models)
• Variable Frequency Drives (VFD) – (Various models such as ABB and Danfoss) • Limitorque and AUMA motor operated valves (MOV)
• Mag meters (various brands) and other related appurtenances • Magelis human machine interfaces (HMI) or a Unitronics display The Consultant shall have experience working with the aforementioned instruments and shall recommend retrofits when applicable. It is the City’s desire that all site control reside within City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
City Council 17 – 132 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
the site PLC with the HMI acting primarily as a site control interface relaying operator commands to the site PLC.
A. DELIVERABLES
Upon request, the Consultant shall prepare detailed control panel drawings and specifications for City water production sites. Control panel drawings shall be complete and sufficiently detailed to provide to panel manufacturers and obtain bids for their construction. Control panel drawings shall be in conformance with the City’s Control Panel Standards and Specifications and include at a minimum the following:
1. Front Panel Layout Drawing
2. Back Panel Layout Drawing
3. Power Distribution Drawing
4. Communication Network Drawing
5. Analog Inputs/Outputs Drawing
6. Digital Inputs/Outputs Drawing
7. Bill of Materials
8. I/O List with Tag Names
9. Specifications for:
a. DC Power Components (standard provided by City)
b. Ethernet and Networking Components (standard provided by City) c. Telemetry Components (standard provided by City)
d. Control Panel Construction (standard provided by City) In addition, the consultant shall provide the following for each requested site:
1. I/O List
2. Complete set of Drawings
3. Complete set of associate specification
2. FUNCTIONAL SPECIFICATIONS
The Consultant shall develop functional specifications based on the future/proposed operation/capabilities gained from updating instrumentation and control devices for the Water Production sites upon request from the City. The Functional Specifications are intended to reflect the ultimate desired operation of each site and not be limited to the operation as it exists currently. The Consultant shall be capable of performing the following tasks:
1. Conduct existing condition work sessions with the City Water Production Team to identify existing operational settings, hardware and controls equipment for the Sites. The Consultant shall catalogue all existing controls and equipment and provide recommendations for enhancement and conformance to City’s standards. a. The Consultant shall create an I/O database to catalogue all system I/O and communications, which shall include summaries of the use and function of each. The format and fields shall be developed in collaboration with the City Water Production City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
City Council 17 – 133 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
Team. The type of I/O captured in this database shall include, but not be limited to, PLCs, local and remote HMIs, remote I/O modules, radio transmitter modems, backup power, wiring and termination blocks.
b. The Consultant shall provide recommendations for control hardware upgrades and standardization.
c. The purpose of this task is to document existing I/O, configurations and Site equipment for use in preparing the proposed/future I/O list, control panel drawings, functional specifications and related documents.
2. Conduct operations workshops with the City Water Production Team to develop and document operating procedures for the Sites. The Consultant shall provide recommendations for enhancement to operational practices based on currently available technologies and industry best practices.
a. The Consultant is expected to develop a detailed understanding of each of the Site’s operational function including all equipment, controls, instrumentation, and communication systems. Consultant shall research as necessary to fully understand the capabilities and limitation of the Sites.
b. It is anticipated that one (1) workshop per pump station Site (8 hours each) will be needed to complete this task. In addition, the City may request the following additional trainings:
i. Field testing and training for staff
ii. Detailed workshops per functional specification
3. Create Functional Specifications for each Site that includes at minimum the following:
a. Narrative overview of the function and operation of the Site; b. Identification of all component of the Site (i.e., equipment, instrumentation, etc.) c. Narrative description of the functionality of each component of the Site (e.g., pumps, tanks, VFDs, valves, meters, sensors/transmitters, monitors, etc.); d. Narrative description of all operational modes for the Site; e. Description of the process control strategies for the Site f. Narrative description of each process control strategy; g. Identification of the specific I/O, setpoints, commands, and communications associated with each strategy;
h. Detailed description of the control logic for each component/strategy, including permissives, interlocks, PID controls, etc.;
i. Description of the SCADA interfaces (Dynac ES provided by Kapsch TrafficCom USA, Inc. and Wonderware provided by AVEVA)
j. Narrative and detailed description of system alarms and other notification functionality.
Prior to finalizing the functional specification, the Consultant shall host a functional specification review workshop to review the content of the documents and receive City’s approval to finalize.
Upon request, the Consultant shall also be able to provide field testing and training for staff.
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
City Council 17 – 134 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
3. PROGRAMMING AND TESTING SPECIFICATIONS
Upon request, the Consultant shall develop programming and testing specifications based on City standards for the new control panels. The Consultant shall perform the following tasks:
1. Consultant shall develop comprehensive Factory Acceptance Test (FAT) and Site Acceptance Test (SAT) protocols for the new control panels and related components.
Consultant will be tasked with reviewing, enhancing and providing approval recommendations for test protocols and other control system submittals associated with the planned Site improvements to ensure that the panel manufacturer and the City’s integrators deliverables and tasks are being executed in compliance with the accepted specifications.
2. Act as the City’s agent during factory and on-site functional and performance acceptance testing. Consultant shall document and identify all functional and performance discrepancies and coordinate corrective actions to resolve identified discrepancies prior to City acceptance.
3. On an as-needed basis, Consultant shall provide on-site support for commissioning (start-up) activities, in close coordination with the City’s integrator. Consultant shall be present during system commissioning to verify all aspects of the control system and associated process equipment are exercised and to ensure deficiencies are corrected by the Contractor/Integrator as they are found. Commissioning will not be considered complete until the Consultant has determined that all of the system requirements have been met.
A. DELIVERABLES
The Consultant shall provide the following:
1. Control Panel FAT/SAT Protocols
2. Control Panel FAT/SAT Results Report
3. Commissioning/Start-up Report
4. SCADA SOURCE CONTROL
The Consultant shall implement, manage and maintain a source control system and establish procedures to track all changes to the SCADA configurations, PLC programs, firewall configurations, smart field device configurations and related devices. The goal of the Source Control service is to track and store SCADA system configurations and history.
The Consultant shall collect existing programs from field PLC devices to populate the existing source control database. The City has approximately 45 PLC devices located throughout the City. The Consultant shall maintain a master source control database and provide periodic backups to the City. As updates are required to the PLC programs, the Consultant shall provide a copy of the most up to date PLC programs to the City’s contract PLC integrators via a documented check-in, check-out process. Consultant shall develop and document rules, standards and procedures for database structure and program check-in, check-out processes.
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
City Council 17 – 135 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
5. SCADA CHANGE CONTROL
The Consultant shall implement, manage and maintain a robust change control system and establish procedures to provide governance and structure over proposed SCADA system and site local control programming changes and associated integrator activities. The goal of Change Control services is to prevent ad-hoc SCADA configuration changes, ad-hoc PLC programming changes, properly document new instrumentation additions and ensure proper documentation is kept regarding the nature and reason for the desired system changes.
Consultant shall propose a change control platform and methodology. Change requests may be initiated by City, City’s contract integrators or Consultant. The City will have final say as to what change requests are approved.
D. CODE COMPLIANCE
All materials and workmanship shall be in strict conformity with federal, state and local codes, requirements, standards of the latest editions, and guidelines including revisions of the following:
• International Society of Automation (ISA)
• California Building Code (CBC)
• American National Standards Institute (ANSI)
• American Society of Testing and Materials (ASTM)
• Department of Transportation (DOT)
• California State Water Resources Control Board
• Department of Drinking Water
• South Coast Air Quality Management District (SCAQMD)
• Environmental Protection Agency (EPA)
• Occupational Safety and Health Administration (OSHA)
E. PROJECT MANAGEMENT AND COORDINATION
When a request for service is issued to the City, the Consultant shall issue an estimate to the City’s designated Project Manager. The Consultant shall not proceed with any work without the approval of the City’s designated Project Manager in the form of a Notice to Proceed.
Consultants shall invoice the City on a monthly basis for all work performed during the period or provide a one-time invoice at the completion of work issued. Each invoice shall be accompanied by a summary of tasks performed, contract agreement number, results and progress on longterm tasks if any.
F. VALUE ADDED RELATED SERVICES
The Consultant may propose additional related services that the City has not specifically identified in this RFP to accomplish the stated goals of this RFP. Value added related services will be considered by the City and may or may not be incorporated in the agreement.
All parts and materials must be supplied new and factory approved.
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
City Council 17 – 136 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
G. MARKUP
The following markup percentages shall be added to the Consultant’s s costs and shall constitute the markup for all overhead and profits (to the sum of the costs and markups, one (1) percent shall be added as compensation for bonding):
1)
2)
3)
4)
Labor ................................................................................................20 Materials ...........................................................................................15 Equipment Rental .............................................................................15 Other Items and Expenditures ..........................................................15 H. MINIMUM QUALIFICATIONS
The City is searching for a highly experienced professional firm with specific experience in control system, HMI, and SCADA system development, test, integration, and commissioning. At a minimum, proposers shall demonstrate certification, accreditation and/or competence as follows:
1. California Registered Engineer as either:
a. Control Systems Engineer, or
b. Electrical Engineer, or
2. International Society of Automation, Certified Automation Professional certification required.
3. Provide license/certification holder information (i.e., name, license#, etc.).
4. Project Experience:
a. Demonstrated experience with PLC, HMI, RTU and communication processors (e.g., Schneider/ Telemecanique Modicon PLCs, and Magelis HMI, etc.) in a variety of development environments (e.g., Concept v2.6, Advantys, UnityPro and Visilogic, etc.).
b. Proven experience with SCADA communication protocols and concepts. c. Demonstrated experience in the area of control systems design, development, integration, acceptance testing and commissioning.
d. Minimum of three projects of similar scale and scope in the municipal water production/distribution industry within the past five years.
5. Provide detailed project descriptions for representative projects; include contact information for client/customer personnel (project manager, engineer, etc.) involved with each representative project.
6. Sufficient resources to staff this project. Provide resumes for key personnel/subcontractors and a resource table summarizing the availability of assigned individuals for the project.
7. All work is to be performed in compliance with all applicable codes, ordinances, laws, standards, due care, and Occupational Safety and Health Administration (OSHA) safety requirements.
8. The Contractor shall have a minimum of five (5) years of experience in providing the services described in ATTACHMENT 1: SCOPE OF SERVICES.
9. The Contractor shall possess state and local permits, licenses and certificates required by law to commence, carry, and complete the work.
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
City Council 17 – 137 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
10.Provide all necessary equipment to competently perform and complete work as specified.
I. SAFETY
Proposer shall be solely and completely responsible for the condition of the project site, including safety of all persons and properties during the performance of the work. In addition, proper safety equipment must be worn at all times. These requirements shall apply continuously until the contract is terminated and shall not be limited to normal working hours.
The Consultant shall assure that each employee or subcontractor under the contractor’s supervision is trained in the work practices necessary to safely perform his or her job.
The Consultant’s drivers/delivery crews shall be HAZMAT trained and certified in safety measures to prevent accidents endangering personnel and property. Hazardous Materials shall be clearly marked with the proper shipping name and identification number as required by the Department of Transportation. The Consultant shall provide current, applicable and required Material Safety Data Sheets (MSDS) at any time during the contract as requested by the City of Santa Ana.
J. INSURANCE REQUIREMENTS
The successful bidders shall furnish the City with original copies of valid insurance policies herein required upon execution of the contract and shall maintain said policies in full force and effect at all times during the term of this contract. Said insurance policies shall comply with all requirements set forth in these specifications. Consultant(s) shall keep a current certificate of insurance at the City of Santa Ana at all times and shall immediately report any changes to the City.
K. FEE SCHEDULE
The Consultant shall submit a fee schedule and labor rates as described in Section III.B.3 of RFP. The Consultant shall refer to APPENDIX A and APPENDIX B for additional information regarding Crooke Station and Cambridge Station respectively. No separately stated freight or deliveries will be considered. Bidders shall include all costs in the unit price bid. The Consultant’s delivered product pricing shall be inclusive of all freight/unloading/handling and delivery charged.
The City intends to replace the control panels and related instrumentation and electrical components at the sites described below (work to be performed by a separate Contract):
1. Crooke Pump Station consisting of (detailed plansets provided in Appendix A):
a. 3 Booster pumps
b. 1 Reservoir
c. 2 Groundwater wells
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
City Council 17 – 138 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
2. Cambridge Pump Station consisting of (detailed plansets provided in Appendix B):
a. 3 Booster pumps
b. 1 Reservoir
The fee proposal shall be outlined as follows for Crooke Station and for Cambridge Station:
1. Control Panel Drawings
a. Fee per Site
2. Functional Specifications
b. Fee per Site
3. Programming and Testing Specifications
c. Fee per Site
d. Assume 20 hours of witness testing/on-site services per site
4. Source Control
a. Fee for initial PLC program collection
b. Fee for establishing functioning Source Control database, standards and procedures
c. Annual budget for processing check-in/check-out requests i. Assume 4 requests per month
5. Change Control
a. Fee for establishing functioning Change Control forms, standards and procedures b. Annual budget for processing/documenting change control requests i. Assume 4 requests per month
6. Firm’s standard hourly fee schedules
Furthermore, the Consultant shall submit additional labor, material and rental equipment rates along with fee schedule. Consultant’s labor and equipment rate sheet shall list rates for all labor designations, equipment, rentals, and materials. The bid items specified in the fee schedule are for reference purposes only. Labor increases shall be subject to mutually agreeable terms between the City and the Consultant. The City may request related services that will be paid at the vendor’s standard labor and equipment rate submitted. Fee proposal shall be outlined as follows:
---End of SCOPE OF WORK Section---
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
City Council 17 – 139 9/19/2023
EXHIBIT B
CONSULTANT’S PROPOSAL
City Council 17 – 140 9/19/2023
Technical
Proposal
City of Santa Ana
Public Works Agency
Water Resources Functional
Specifications Development and
SCADA Programming Services
NDI Reference #80008-53
March 09, 2023
City Council 17 – 141 9/19/2023
NDI Proposal 80008-53
2 March 9, 2023
City of Santa Ana
Public Works Agency
ATTN: James Burk, P.E., Project Manager
RE: QUALIFICATION PACKAGE TO PERFORM CONSULTING ENGINEERING SERVICES,
CONTROL SYSTEM DESIGN SERVICES, FUNCTIONAL SPECIFICATION DEVELOPMENT, AND SCADA SYSTEM SOURCE & CHANGE CONTROL SERVICES FOR THE CITY OF SANTA.
NDI is pleased to submit this Qualification Package for the City of Santa Ana, Public Works Agency. NDI provides consulting engineering, control system design, and system integration services to our valued clients. Our company’s business model is relationship-driven, and we strive to establish strong partnerships with both our new and existing clients. NDI is an AVEVA-Wonderware Certified System Integrator Partner, Schneider Electric Modicon Alliance Partner, Inductive Automation Ignition Partner, as well as a Rockwell Automation / Allen Bradley Certified System Integrator. NDI is also part of the AVEVA-Wonderware Beta Testing Team and helps in developing new solutions with AVEVA-Wonderware’s Development team. We have a unique set of qualifications and skills that we bring to the table, and we would truly value an opportunity to work with the City of Santa Ana. This qualification package describes NDI’s experience and expertise.
NDI has reviewed Attachment 4, Standard Agreement from the Appendix of this RFP, and NDI agrees with the terms and conditions listed in the document. Per the RFP requirements, this proposal will be valid for 120 calendar days starting from the date of submission of this proposal.
NDI has over 34+ years of industry experience and has an extensive background in providing control system engineering services for numerous Water/Wastewater industry applications. Northern Digital is an industry leader in providing technical solutions and integration services to a wide variety of agencies including municipalities, districts, and independent water companies. Our core value of relationships forged in commitment aims to develop lasting partnerships with our clients. NDI strives to ensure that we meet or exceed all your project expectations. We are grateful for this opportunity to submit a Qualification Package to the City of Santa Ana and are excited at the prospect of working with you.
Sincerely,
Joseph Marcus
Northern Digital, Inc.
Manager, Business Development
W: 661.322.6044
M: 661.319.4015
E: [email protected]
City Council 17 – 142 9/19/2023
NDI Proposal 80008-53
3 Section 1
Firm Qualifications and Team Experience
City Council 17 – 143 9/19/2023
NDI Proposal 80008-53
4 NDI Company Information
WHO WE ARE
Northern Digital Inc. (NDI) is a consulting engineering company who specializes in control systems design and integration. Established in 1988, NDI has been in business for over 34 years. We believe in the importance of client relationships and detailed planning throughout the many stages of our projects. Our unwavering commitment to providing the highest-quality solutions in our industry helps us in achieving our vision of being the most well-known, highest-regarded, and most sought-after provider of technical solutions and controls systems engineering.
CONTRACTOR LICENSES (C4, C10):
807306
BUSINESS TYPE:
S-Corporation
DIR:
1000023326
COMPANY OWNERSHIP
Larry Vasquez
Martin Obermire
Odei Addo-Yobo
President, CEO
Executive Vice President
Vice President, Engineering
EMPLOYEES
NDI currently has 30+ employees working at the Bakersfield office, with 16 degreed engineers, consisting of various interdisciplinary backgrounds, including Control Systems Engineering, Electrical Engineering, Mechanical Engineering, and Industrial Engineering. NDI’s Bakersfield office is a 14,000 sq. ft. facility, which is home to the Engineering, Program Management, and Corporate Offices as well as a UL-508A Certified Panel Shop.
COMPANY LOCATION
Corporate Headquarters
4701 Corporate Court
Bakersfield, CA 93311
Panel Fabrication Facility (UL-508A)
4701 Corporate Court
Bakersfield, CA 93311
City Council 17 – 144 9/19/2023
NDI Proposal 80008-53
5 Capabilities
EXPERIENCE
Northern Digital Inc. (NDI) is uniquely qualified to perform both the consulting engineering design and integration, as well as the specification development services for this Project. Our service capabilities include Control System Design, PLC, SCADA & HMI Program Design, System Integration, Control Panel Design & UL Panel Fabrication, System Commissioning & Startup, Specification Development, Technical Support & Maintenance and more.
Consulting Engineering
Control Systems Engineering
Specification Development
System Integration
3D Modeling Facility Design
Software Engineering
Control Systems Design and Consulting Engineering
- Specification Development
- Control Systems Design
- Process Flow Diagrams
- System Architecture
- Control Philosophy
- P&ID Development
- Control Narrative
- SCADA Master Planning
- Cybersecurity
Certifications, Memberships, Credentials
- Ignition Certified Integrator
- Wonderware Certifications:
- Certified System Integrator
- Certified InTouch
- Certified System Platform
- Rockwell Automation
- CSIA Certified Company
- Minority Business Enterprise (MBE)
- Small Business Enterprise (SBE)
- System Platform/ArchestrA Certified Developer
- GE Fanuc Advanced HMI/SCADA iFix Developer
- ETAP certified engineers
Capabilities and Software
- Inductive Automation Ignition
- AVEVA Wonderware System Platform
- AVEVA Wonderware InTouch
- Schneider Electric Modicon
- GE iFix HMI/SCADA
- Rockwell RSView FactoryTalk HMI/SCADA
- RSLogix 5000
- SQL Database Development
- OSI Pi HMI/SCADA
- Computerized Maintenance Management Systems
Vendor Relationships
- Inductive Automation (5+ years)
- Rockwell Automation (25+ years)
- AVEVA Wonderware (28+ years)
- Schneider Electric (Alliance Partner)
Programmable Logic Controllers (PLCs)
- Schneider Electric Modicon
- GE
- Rockwell: Allen-Bradley
- Siemens
- Automation Direct
Networking and Communications (Radio/Telemetry)
- RF Engineering - Network Topology Architecture Design - Cybersecurity
- Virtual Machines
- FCC Adherence/Coordination
- Firewall & Network Security
- Radio Signal Path Analysis/Optimization
- Tower Design and Installation Supervision
- Dell Industrial Servers & Computers
- Cambium, Strix, GE Radio Systems
Integration & Maintenance Services
- Control Panel Design
- UL-508A Panel Fabrication
- PLC/OIT/HMI Programming
- Factory Acceptance Testing
- Instrumentation ISA Submittals - On-call Maintenance
- Technical Support
- On-call Emergency
- ISA 5.4 Loop Drawings
- Instrument Calibrations
- Startup and Commissioning
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6 NDI’s Team Experience
KEY STAFF
Odei Addo-Yobo, P.E., Consultant Engineer. Odei will oversee the project from a technical perspective. NDI’s designated project team will work together on the various project tasks and report all progress to NDI’s assigned Consultant and Project Manager. The consultant will communicate and provide any technical content that needs to be transmitted to or requested from your organization to NDI’s Project Manager, who will ultimately interface with the client. Odei is also the Vice President of Engineering at Northern Digital and holds a Professional Engineer (PE) License in Electrical Engineering as well as a BS and MS in Electrical Engineering. Odei has been with NDI for over 15 years.
Linda Cederlof, Consultant Engineer. Linda will provide engineering expertise and project support as-needed. Linda will work together with the engineering team to evaluate and assess your current water system to provide recommendations for SCADA program development and maintenance. Linda holds a BS in Applied Physics and an MS in Industrial Technology from CSU Fresno.
Bob Soto, Project Manager. Bob will serve as the interface between the Client and NDI’s project team.
Communication between the client’s team and NDI is managed and facilitated by NDI’s Project Manager. Bob holds a BS in Electrical Engineering from Grantham University and has over 30+ years of engineering and management experience, managing large-scale projects using Earned Value techniques. Bob also has experience in managing NDI’s UL-508A control panel fabrication facility.
Ronne Abat, Lead Systems Engineer. Ronne will be responsible for the execution of the required engineering tasks reporting to the Lead Consultant Engineer. Ronne will support the evaluation and assessment of your current water system to provide recommendations for the overall design. Ronne holds a BS Electrical Engineering from San Jose State University and has over 18+ years of experience.
Jesse Gamboa, Systems Engineer. Jesse will aid in the engineering scope of work by supporting the Lead Systems Engineer. Jesse holds a BS in Business Administration with a Concentration in Management Information Systems from California State University, Bakersfield and has over 20+ years of technical experience.
Bill Hubert, Instrumentation & SCADA Technician. Bill will be responsible for providing Subject-Matter Expertise with regard to end-user maintainability and usability. Bill will also provide insight regarding instrumentation, maintenance, and the end-user experience as well as testing requirements for verification, validation and startup.
Bill has over 25 years of hands-on experience working with process controls equipment and instrumentation. He has served as a SCADA supervisor for a large oil & gas company as well as spent several years with Northern Digital, Inc. Bill brings a wealth of knowledge and expertise to the table and will be a critical piece of this project.
Rafael Castellanos, Field Technician. Rafael will provide support regarding instrumentation, calibration, maintenance and supportability requirements development. He will also support the testing and startup requirements development process. Rafael has over 15 years of hands-on experience working with process controls equipment and instrumentation. Prior to his time with Northern Digital, Rafael worked in the Automation industry with several other integration and control firms. Rafael is a valuable asset to the team and will help your organization reach its goals for maintenance, supportability and future growth.
Joe Marcus, Account Manager. Joe is responsible for managing client relations and future business. Joe is the Business Development Manager at Northern Digital Inc. Joe holds a BS in Electrical Engineering from UC Santa Barbara and an MSE in Systems Engineering from the Johns Hopkins University. Joe also has over 10+ years of technical and management experience.
We understand that any substitution of these key personnel is subject to written approval by the City. In addition to the key staff above, NDI has 30 employees in California who can support various aspects of this project. Should any staff be added, NDI will submit their resume and qualifications to the City of Santa Ana for approval.
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7 NDI’s Project Team
PROJECT ORGANIZATION CHART
See Staff Resumes in Appendix A
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8 MEMBERSHIPS & CERTIFICATIONS
This program is for Integrators who have proven project delivery using certain products, integrating solutions on our System Platform, or with particular vertical industry applications or technology toolkits. A Certified Partner has:
Validated technical proficiency in one or more product categories, Multiple fully-trained and Certified Developers for at least two products with continued success.
Inductive Automation offers an official Integrator Program, which allows qualified Engineering companies to become a registered integrator of Ignition software and gain a partnership with Inductive Automation. NDI is a Certified Inductive Automation Integrator.
Northern Digital is currently a Recognized System Integrator (SI) as well as part of the Rockwell Automation Commercial Program as a Bronze level Partner.
Control System Integrators Association (CSIA) is a not-for-profit, global trade association that seeks to advance the industry of control system integration. With over 500+ members, CSIA integrators use their engineering, technical and business skills to help manufacturers and others automate their industrial equipment and systems. CSIA helps members improve their business skills, provides a forum to share industry expertise, and promotes the benefits of hiring a certified control system integrator.
Minority business enterprise (MBE) is an American designation for businesses which are at least 51% owned, operated, and controlled on a daily basis by one or more (in combination) American citizens of a qualified ethnic minority and/or gender group Registration No: SC19650. An SBE is a Business Enterprise that meets specific economic criteria and is owned, operated, and controlled by one or more persons. The business must be independently owned/operated, not dominant in field of operation, principal office in California, owners domiciled in California, have fewer than 100 employees, and gross receipts of less than $15M over the last 3 tax years.
Registration No: 32381
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9 Section 2
Understanding Scope of Services
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10 Project Understanding
OVERVIEW
City of Santa Ana is seeking consulting engineering design services in support of developing bid specifications and drawings to upgrade the City’s Water Production Facilities. The desired contract is estimated to last through May of 2026 with the option to extend the agreement for up to (1) additional twoyear term. To support the scope of this RFP, NDI will prepare functional specifications, control panel design drawings, programming and testing specifications and provide SCADA source control and change control services to the City’s team. Although the span of the City’s Water Distribution system consists of 5 storage facilities, 7 MWD connections, 21 groundwater wells, 7 pump stations, 4 pressure regulating stations, and 2 pressure zones, this project will focus on performing the scope of work outlined in RFP NO : 23-026 for two stations: Crooke Station and for the Cambridge Station.
DETAILED SCOPE OF SERVICES
NDI’s scope for this project involves Control System design engineering services in support of the City of Santa Ana’s Water Distribution SCADA System improvements. The effort will ultimately involve NDI’s development of bid specifications and drawings in collaboration with the City’s project team and stakeholders. The overall scope involves replacement and upgrades of PLC control panels, instrumentation and PLC, OIT and SCADA application programs. NDI has an extensive background in performing the scope of services described in this RFP. We encourage the City to contact our references listed in this proposal. NDI has long-established relationships with municipalities such as yourselves and a history of providing high-quality services.
During the planning, and phased design development, NDI will generate a number of design submittals, all subject to review and approval by the City. NDI, with support from the City, will perform all necessary and required investigations of the two existing facilities to construct complete and accurate design submittals. NDI will prepare documentation to include in the bid package as a separate attachment or any supplemental documentation as required by the City.
NDI will work with the City’s Project Manager during the bidding and construction periods to resolve technical discrepancies and/or interpretations of the contract documents. This may include supplemental Addenda, responses to Requests for Information, and/or support for any possible Change Orders. NDI will prepare the necessary drawings, sketches, and specifications required to make changes to the design due to conditions encountered during construction. NDI will review Shop Drawings and other Submittals for design intent and compliance with the contract documents. NDI will review construction sequencing, cost, and schedules. NDI must attend and participate in planning and design meetings, pre-construction conferences, and progress meetings as requested by the City. NDI will provide project inspection, startup and commissioning, testing, and closeout support. The Contractor will be required to provide redlined contract drawings, reflecting the As-Built configuration of the new system. NDI will review the final redlined as-built drawings provided by the Contractor.
After reviewing the RFP, NDI has outlined our understanding of the scope of services based on our experience. The scope is broken down into a Work Breakdown Structure found below.
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11 WORK BREAKDOWN STRUCTURE (WBS)
NDI will perform the following labor tasks identified in the WBS below per the RFP. The WBS shows the budgeted hours for each task as well as the labor code of the project team member performing the task.
Labor Budget
Task List Code Hrs.
Crooke Pump Station System (3 Booster Pumps, 1 Reservoir, 2 Wells) and the Cambridge Pump Station System (3 Booster Pumps and 1 Reservoir)
Data Gathering and System Analysis:
a. Develop Data Gathering Plan including objectives and checklists for site visits b. Gather Existing Modicon PLC Programs & SCADA HMI Platforms/Databases C
C
32.00 16.00
c. Gather Existing documentation relating to PLC Control Panels and field instrumentation (Pressure, Level, Flow, Analyzers & VFD's) C 32.00 d. Gather documentation on any Major Skid-Mounted/OEM systems (Chlorination & Filter Systems) - as applicable SE
SE
8.00 e. Gather documentation and information on Site surveillance cameras (as applicable) 8.00 f. Gather information pertaining to Telemetry Networks (radio / antenna / tower / network gears / communication panel) C 8.00
Workshops with City of Santa Ana's (COSA) Project Team
a. Conduct Fact Finding Workshop with COSA to discuss the existing Crooke & Cambridge Systems. C
C
24.00 b. Findings Report compiled from the System Analysis and Fact-Finding Workshop 32.00 c. Conduct an Operations Workshop with COSA to discuss system improvements, recommendations, and enhancements C 24.00
Project Specification Development
Develop Project Specifications for the Crooke System and the Cambridge System a. Develop Detailed Control Narrative Document for the Crooke System b. Develop a Detailed Control Narrative for the Cambridge System C
C
120.00
96.00 c. Develop Detailed PLC Control Panel Design Drawings Package for the Crooke System SE 200.00
SE 100.00
d. Develop Detailed PLC Control Panel Design Drawings Package for the Cambridge System
e. Develop Written I&C Specifications for the Crooke System f. Develop Written I&C Specifications for the Cambridge System SE
SE
96.00 96.00
g. Conduct an 90% Design review Workshop with COSA to review Crooke System Design Specification Package C 32.00
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12 Labor Budget
Task List Code Hrs.
h. Conduct an 90% Design review Workshop with COSA to review Cambridge System Design Specification Package C 32.00
i. Finalize 100% Design Specification Package for the Crooke & Cambridge Systems based on final concurrence from City during 90% Workshop Review C C
32.00 j. Technical Meetings and Conference Calls 16.00
Programming and Testing Specifications
a. Control Panels Test Documentation development (FAT & SAT) SE 48.00 b. Owner's Representative Services: Perform reviews of Contractors' Hardware Submittals for the Crooke System and the Cambridge System: Review / Comment / Approval SE
SE
48.00 64.00
c. Owner's Representative Services: Review and witnessing of FAT & SAT of the Control Panels associated with the Crooke System and the Cambridge System d. Owner's Representative Services: Review and witnessing of System FAT of the PLC Program, OIT Program and Central SCADA Modifications. C C
24.00 e. Owner's Representative Services for System Commissioning & Startup Support 32.00 SCADA Source & Change Control System
a. Develop Source and Change Control System requirements with City's team and perform Needs' Analysis. Determine available software packages, perform trade studies with pros/cons, and determine path forward for Source and Change Control System design. C 48.00
b. Gather current PLC programs (43 programs, excluding Crooke and Cambridge) for Source Control Systems SE
C
80.00 80.00
40.00 c. Develop Standard Operating Procedures (SOPs) for SCADA Source Control d. Develop Standard Operating Procedures (SOPs) for SCADA Change Control C Program Management & Coordination
Project Planning and Mobilization
Project Kick-off
C
C
40.00 24.00
Project Management PM 120.00
Total 1,652
HOURS SUMMARY BY LABOR CLASSIFICATION
Code Project Manager (PM)
Hrs. 120.00
Consultant (C) Systems Engineer (SE)
784.00 748.00
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13 PROJECT MANAGEMENT
Northern Digital’s project management philosophy is centered around the development of a trusting and lasting relationship with our clients based on excellence and responsibility. This philosophy is founded on having a full understanding of our client’s needs and managing our project resources to ensure that expectations are met or exceeded. Ultimately, NDI’s success is predicated upon the strength of our client relationships. Our company stands by an ideal of “relationships forged in commitment,” and we understand that we share a common interest in the overarching success of the project. NDI sits on the same side of the table as our clients. Because of these core values, NDI views our relationships as partnerships, and our objective is to provide on-time, on-budget delivery of a system that meets or exceeds your organization’s expectations.
Northern Digital also takes a full life-cycle approach, considering all phases of the product development life cycle prior to beginning work. Throughout the Definition, Analysis, Design, Integration and Implementation phases of a project, each step is not independent of any other and decisions made regarding the design should consider and incorporate the requirements of the other phases.
An important aspect of Northern Digital’s approach to Project Management includes optimizing project efficiencies by standardization in applicable situations. NDI also implements a series of processes and procedures to ensure that the client’s objectives as well as NDI’s standards and best-practices are followed and executed to-plan. As a company, we have chosen to utilize Teamwork, a cloud-based software application, in order to serve as Northern Digital’s project management software tool. This software also allows for the standardization of project templates, which aids in the development of Work Breakdown Structures, workflows, timekeeping systems, and Earned-Value Management tracking.
NDI’s Project management philosophy utilizes the System Development Life Cycle (SDLC) methodology in order to segment the project into sequential phases. Proper project execution requires “beginning” with the “end” in-mind.
The 5 stages of NDI’s SDLC include Definition, Analysis, Design, Integration, Implementation. Considering the requirements of each stage throughout the project is key to achieving success.
Definition Analysis Design Integration Implementation
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14 PROJECT MANAGEMENT TRACKING
The Teamwork software management tool enables our project managers to receive real-time feedback on project performance, to track and reallocate resources, to provide a method of progress-tracking for clients to view, and to ultimately provides a centralized system for storing, viewing and acting on project management data. These capabilities equip our project managers with the ability to make more informed decisions regarding the project. It also centralizes tasks such as timekeeping, progress logging, status reporting, client communications, notekeeping, and document sharing. The Teamwork project data is accessible by the client. In addition, our clients also receive Teamwork Task Reports periodically (frequency depending on project requirements). Given these capabilities and insights, NDI Project Managers are well-equipped to serve as the interface between our Client and NDI’s Project Team and to accomplish all the project objectives. The figures below and on the following page show screenshots of the Teamwork system with a sample project based on the project requirements. The figures show task lists based on a mock-WBS, as well as Teamwork’s timekeeping capabilities.
Teamwork Screenshot of Sample Project Template with Tasks and % Complete Teamwork Sample Screenshot of Timekeeping and Logging Capability City Council 17 – 154 9/19/2023
NDI Proposal 80008-53
15 SCHEDULING, TASK MANAGEMENT, AND BILLING
Northern Digital has a highly-detailed and comprehensive Scheduling, Task Report Tracking, and Billing capability.
The Teamwork software allows NDI Project Management to accurately track and report all progress throughout the life of the project. Real-time access to timekeeping records, budgets, schedules and other files enables NDI’s project managers to be well-equipped to make informed and wiser decisions based on improved situational awareness. In addition to record data, Teamwork also allows for analysis to be conducted on this data in order to provide an Earned Value Management insight capability to track project metrics such as Cost Performance Index (CPI), Schedule Performance Index (SPI), Estimate at Complete (EAC), variances in cost and schedule, and To-Complete Performance Index (TCPI) among other Earned Value metrics. Earned Value Management and real-time access to data provides NDI’s project managers with the analytics necessary to have quick insights regarding the “health” of the project and the performance necessary to complete the project within the given budget and schedule constraints.
Based on this information, NDI’s project manager will be in continuous communication with the client’s project lead in order to properly schedule project tasks, plan for the availability of resources, and discuss the project budget and schedule progress periodically throughout the project life cycle. This high-level of communication and coordination is key, and will be especially important during the cutover/ startup phase, as the system must remain operational.
DOCUMENTATION DEVELOPMENT
During the initial Analysis Phase of the project, NDI’s Project Manager will work with NDI’s Operations, Engineering, and Administrative staff to develop a Project Charter, which provides details regarding the tasks, work products, budget, schedule, project methodologies, and understanding of the project as seen by all project stakeholders. The tasks associated with this process are clearly defined and broken down in Teamwork in the form of tasks and durations for these deliverables. The goal of this documentation is to define NDI’s and the client’s understanding of the scope of work, potential risks, identifying areas of improvement (especially with regards to Network Communications), and to track the project’s progress. Documentation will be developed to define the Project Plan and major milestones that need to be completed for the Startup to go smoothly. For each item in the Analysis Phase a detailed findings report will be generated and communicated with the Client. This documentation will also include a detailed cutover plan that will be developed in conjunction with the client to maximize efficiency and keep the entire team unified in goals.
ORGANIZED MEETINGS
As part of the responsibilities of NDI’s Project Manager, meetings will be established on an as-needed basis, based on project requirements. Meetings can take place via teleconference, Zoom, and/or in-person. NDI uses Teamwork and Microsoft Outlook to coordinate and provide information regarding team meetings. Once the Project Plan and Project Timeline have been developed, the NDI Project Manager will work with the Client and the Operations Manager to establish dates for design review meetings, workshops, and deliverable deadlines. The goal is to coordinate all parties to minimize risks and delays and to bring the project to completion on time and within budget.
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16 CLARIFICATIONS & ASSUMPTIONS
NDI has the following clarifications regarding the scope of work described in this proposal:
1. This proposal is based on the assumption that the Crooke facility will require two PLC Control Panels (1 panel for the Booster Pumps/Reservoir and 1 panel for the two Wells).
2. This proposal is based on NDI collecting 45 PLC programs and will populate the programs into the existing Source Control Database. NDI assumes that the City is currently using a VisualSVN source control system.
3. This proposal assumes that the City’s integrator will develop the test procedures for testing the PLCs, OITs, and SCADA application programs against the operational and functional requirements detailed in the Control Narrative documents.
4. This proposal pertains to the two facilities listed in the RFP: 1. Crooke and 2. Cambridge for the functional specifications development and SCADA programming specifications. The scope of work associated with the Source and Change control applies to the entire system, including 45 PLC programs.
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17 Section 3
Relevant Experience
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18 Relevant Experience
PROFESSIONAL SERVICES AGREEMENTS
Northern Digital’s Culture and Business Model aims to provide our clients with the highest quality of product at the best value. We do this by Partnering with our clients through Professional Services Agreements (PSAs). NDI has numerous PSAs established with various clients for over 10, 15, and 20+ years, providing for their Control System & SCADA needs in a Design-Build approach. Currently, 80% of NDI’s business is through PSAs and the following is a list of some of NDI’s Professional Service Agreement clients that have had similar needs to your project. Many of these PSAs were for Design-Build projects.
Calleguas Municipal Water District
2100 Olsen Road
Thousand Oaks, CA 91360
Tony Goff, GM
(805) 579-7138
Kristine McCaffery P.E., Mgr. of Eng.
(805) 579-7173
City of Simi Valley
Department of Public Works
2929 Tapo Canyon Road
Simi Valley, CA 93036
Dan Newton, Deputy
Director/Waterworks
(805) 583-6494
PSA 17 years
City of Thousand Oaks
2100 Thousand Oaks Blvd.
Thousand Oaks, CA 91362
Mike Devlahovich, Supervisor
(805) 376-5032
Santa Clarity Valley Water Agency
26521 Summit Circle
Santa Clarita, CA 91350
Keith Abercrombie, VP of Operations
(661) 259-2737
PSA 8 years PSA 25+ years
Kern County Water Agency
3200 Rio Mirada Drive
Bakersfield, CA 93308
Matt Garrison, SCADA Supervisor
(661) 634-1477
Coachella Valley Water District
51501 Tyler Street
Coachella, CA 92236
Luis Maciel, I.S. Director
(760) 409-5285
PSA 12 years PSA 6 years
South San Joaquin Irrigation District
11011 East Highway 120
Manteca, CA 95336
Frank Avila, Operations Manager
(209) 249-4663
Golden Oak Ranch
19802 Placerita Canyon Rd.
Newhall, CA 91321
Diego Recinos, Facility Manager
(661) 259-8717
PSA 28 years PSA 10 years
City of Oxnard Ventura River Water District
1409 Old Baldwin Road
Ojai, CA 93023
Bert Rapp, General Manager
(805) 646-3403
305 W. 3rd Street
Oxnard, CA 93030
Tim Beaman, P.E. City Engineer
805-385-8141
PSA 2 years PSA 3 years
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19 RELEVANT EXPERIENCE
City of Oxnard – Oxnard, CA
NDI was awarded a Professional Services Contract in June 2021, through a selective RFP process for Professional Services. NDI was selected as the Design Engineering Firm to develop contract specifications and drawings for a bid solicitation to upgrade the City’s Water Treatment SCADA System. The City provides safe, clean and reliable water for potable, fire protection and recycled uses. The Water System distributes treated water to a population of 208,000 people. The Oxnard Water System SCADA Upgrade consists of a new SCADA Application, Upgraded PLCs, Upgrade OITs and Instrumentation, The facilities consist of Blending Stations, Wells, Reservoirs Reverse Osmosis Treatment, Desalination, and Generator controls. NDI has completed the System Analysis and Design Phase of the New SCADA System and is currently in the process of reviewing the bid package with the City. - PSA Contract Amount:
- Contact Person:
- Email Address:
$345,000.00
Tim Beaman, P.E., City Engineer
[email protected]
- Phone Number: (805) 385-8141
- Inputs/Outputs: 1,800 Number of Screens: 500 Number of Tags: 2,000 Calleguas Municipal Water District (CMWD) – Thousand Oaks, CA CMWD is the water purveyor for Ventura County, servicing Simi Valley, Thousand Oaks, Moorpark, Camarillo, and Oxnard. Through NDI’s PSAs with CMWD, NDI has provided consulting engineering and integration services for their SCADA System Projects using AVEVA Wonderware HMI/SCADA Software and Modicon PLCs. Over the past 21 years, NDI has consulted, designed, and implemented nearly all of CMWD’s SCADA-related projects including PLC Program design documentation, PLC program application development, SCADA / HMI design and development, and PLC panel design and fabrication. Currently, NDI is in the process of upgrading the existing Modicon PLC to M580s & M340s and providing new Object-Oriented PLC Program applications for the various processes. CMWD’s processes include Reservoirs, Pump Stations, Regulation Stations, Water Treatment Plants, 18 ASR Injections / Extractions Wells, and 95 Distribution Turnout Facilities with M340 PLCs. NDI’s current Professional Services Contract includes on-call troubleshooting/maintenance services. - PSA Contract (s) Amount:
- Contact Person:
- Email Address:
$5,000,000.00+ (Past 10 Years Projects)
Tony Goff, General Manager
[email protected]
- Phone Number: (805) 579-7138
- Inputs/Outputs: 4,850 Number of Screens: 580 Number of Tags: 12,000 City of Thousand Oaks – Thousand Oaks, CA
NDI has developed new designs as well as provided integration services to the City of Thousand Oaks over the past 8 years. Recently NDI developed the specification and drawing bid package for the City’s La Granada Pump Station upgrade project, involving new PLC panels, instrumentation and programming. The project is being recognized by the City with an Award for Excellence in March of 2023. NDI has been involved in the upgrade of Water Distribution facilities for the City. NDI has additionally configured and administered Wonderware InTouch
10.0 and Historian for the City’s SCADA system. NDI has also configured, administered and updated Rockwell software SCADA / HMI platforms and Transaction-manager/Historian. NDI programmed and updated Modicon PLC’s and RSLogix500 and ControlLogix PLC’s, using both Ladder Logic and Function Blocks. Performed backups of the SCADA server environment, as well as configure and manage the SCADA Alarm Program.
Designed and tested the SCADA Wonderware virtual machine environment. Designed/modified, tested and implemented HMI projects with FactoryTalk ME. Managed and configured Wonderware System Platform 3.0. - PSA Contract (s) Amount:
- Contact Person:
- Email Address:
$200,000.00
Mike Devlahovich, Operations Supervisor
[email protected]
- Phone Number: (805) 376-5032
- Inputs/Outputs: 4,000 Number of Screens: 500 Number of Tags: 10,000 City Council 17 – 159 9/19/2023
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20 Coachella Valley Water District (CVWD) – Coachella, CA In September 2017, through an RFP process for Professional Services, NDI was selected as the Design-Build Consultant to Consult, Design and Implement a Master SCADA System Upgrade for Coachella Valley Water District (CVWD). CVWD provides domestic water, wastewater, recycled water, irrigation, storm water protection, and groundwater management services to a population of 265,000 encompassing an area of 1,000 square miles. The Master SCADA System Upgrade Project consists of a new AVEVA Wonderware System Platform SCADA / HMI Application, and new PLC Program Development for 100 miles of canal operations, including 33 Canal Sites. Water / Wastewater sites consist of 94 Wells, 61 Reservoirs, 158 Booster Pumps, 3 Wastewater Treatment Plants, and 30 Sewer Lift Stations. NDI has completed the System Analysis and Design Phase of the New SCADA System and is currently in the system integration and implementation phase of the project. The project includes upgrading the SCADA / HMI Software to an Object-Oriented Platform using Wonderware System Platform 2020 with OMI and upgrading the PLC Programs to an Object-Oriented Platform using GE Versa-Max PLCs. - PSA Contract Amount:
- Contact Person:
- Email Address:
$6,103,000.00
Luis Maciel, Information Systems Director
[email protected]
- Phone Number: (760) 409-5285
- Inputs/Outputs: 15,800 Number of Screens: 1,200 Number of Tags: 36,500 Santa Clarita Valley Water Agency (SCVWA) – Santa Clarita, CA For the past 25 years, NDI has maintained a long-standing Professional Services Contract (PSA) with Castaic Lake Water Agency, Valencia Water Co., Santa Clarita Water, and Newhall Water District. In 2017-18 the four entities merged into one, (SCVWA) with the number of remote sites for the new entity totaling 200 Plus. Prior to the formation of SCVWA, NDI, through a Design-Build approach, upgraded their SCADA Systems to AVEVA Wonderware System Platform and Allen Bradley ControlLogix’s PLC’s. NDI’s services included HMI & PLC Object-Oriented program development, new PLC Control Panels, and Maintenance Services. SCVWA’s System consists of Water Treatment Plants, Pump Stations, Wells, Reservoirs, Pressure Reducing Stations, and Turnouts. Additional services included designing and installing a new Ethernet Radio Network and installing Surveillance Cameras. - PSA Contract (s) Amount:
- Contact Person:
- Email Address:
$4,200,000.00 Plus (Past 10 Years Projects)
Keith Abercrombie, General Manager
[email protected]
- Phone Number: (661) 259-2737
- Inputs/Outputs: 4,500 Number of Screens: 750 Number of Tags: 20,000 Kern County Water Agency (KCWA) – Bakersfield, CA
For the past 15 years, NDI has provided Consulting Engineering and PLC / HMI Integration Services for KCWA’s Henry C. Garnett Water Purification Plant ID-5 and the Cross-Valley Canal. NDI designed and integrated a new SCADA System consisting of Wonderware ArchestrA Software and Modicon PLCs. The Agency is currently in the process of upgrading their legacy obsolete Modicon PLCs to the Modicon M340 and M580 PLC Platforms, and NDI is upgrading KCWA’s PLC control panel hardware and PLC software applications. NDI currently has a Professional Services Contract with the Agency to provide SCADA Maintenance Services and maintain their Network connectivity, SCADA and PLC Networks, and provide on-call troubleshooting / maintenance services. - PSA Contract (s) Amount:
- Contact Person:
- Email Address:
$1,500,000.00
Matt Garrison, SCADA Supervisor
[email protected]
- Phone Number: (661) 634-1477
- Inputs/Outputs: 5,000 Number of Screens: 800 Number of Tags: 10,500 City Council 17 – 160 9/19/2023
NDI Proposal 80008-53
21 Section 4
References
City Council 17 – 161 9/19/2023
Northern Digital, Inc.
City of Thousand Oaks Mike Devlahovich, Supervisor
805-376-5032 2100 Thousand Oaks Blvd,
Thousand Oaks, CA 91362 [email protected]
$194,000 2021
Provided consulting engineering services for the La Granada Pump Station & Reservoir Project. Services included PLC Panel Design, Bid Specification Development, Control Strategies / Control Narrative Development, Contractor Submittal Review,Panel FAT,On-site inspection Services, SAT,Commissioning & Startup Support. Integration services included PLC Program Development, OIT Program Development, and Central SCADA Development.
City of Simi Valley, Public Works Dan Newton, Deputy Director/Waterworks 805-583-6494 600 W. Los Angeles Ave.
Simi Valley, CA 93065 [email protected]
$230,000 2021 &2022
Provided consulting engineering services for the Oak Knolls Pump Station / Reservoir, Crown Hill Pump Station / Reservoir, Walnut Pump Station, Box Canyon Pump Stations Projects. Services included PLC Panel Design, Bid Specification Development, Control Strategies / Control Narrative Development, Contractor Submittal Review,Panel FAT,On-site inspection Services, SAT,Commissioning & Startup Support. Integration services included PLC Program Development, OIT Program Development, and Central SCADA Development.
Calleguas Municipal Water District Kristine McCaffrey P.E., Mgr of Engineering 805-579-7173 2100 Olsen Road
Thousand Oaks, CA 91360 [email protected]
$290,000 2020 to 2023
Provided consulting engineering services for the CMWD / LVMWD Interconnection Project with Pump Station & Reg Station . Services included PLC Panel Design, Bid Specification Development, Control Strategies / Control Narrative Development, Contractor Submittal Review,Panel FAT,On-site inspection Services, SAT,Commissioning & Startup Support. Integration services included PLC Program Development, OIT Program Development, and Central SCADA Development.
City Council 17 – 162 9/19/2023
City of Oxnard Tim Beaman, P.E., City Engineer
805-385-8141 305 West 3rd Street
Oxnard, CA 93030 [email protected]
$345,000 2021 to present
Provide consulting engineering services to develop plans, drawings, specifications, and bid documentation to upgrade the Water Division’s SCADA System including water production, treatment and distribution systems. Services also included Contractor Submittal Review,Panel FAT,On-site inspection Services, SAT,Commissioning & Startup Support.
City Council 17 – 163 9/19/2023
NDI Proposal 80008-53
24 Appendix A
Attachment 5 Certifications Forms
City Council 17 – 164 9/19/2023
City Council 17 – 165 9/19/2023
City Council 17 – 166 9/19/2023
City Council 17 – 167 9/19/2023
City Council 17 – 168 9/19/2023
City Council 17 – 169 9/19/2023
NDI Proposal 80008-53
30 Appendix B
Company Resumes
City Council 17 – 170 9/19/2023
NDI Proposal 80008-53
47 Appendix C
Company & Project Team Certifications
City Council 17 – 171 9/19/2023
NDI Proposal 80008-53
48 CONTRACTOR’S LICENSE
City Council 17 – 172 9/19/2023
NDI Proposal 80008-53
49 COMPANY CERTIFICATION – CSIA CERTIFIED INTEGRATOR
City Council 17 – 173 9/19/2023
NDI Proposal 80008-53
50 COMPANY CERTIFICATION – ARCHESTRA CERTIFIED SYSTEM INTEGRATOR City Council 17 – 174 9/19/2023
NDI Proposal 80008-53
51 LINDA CEDERLOF – WONDERWARE CERTIFIED APPLICATION DEVELOPER – HISTORIAN 2020 R2
LINDA CEDERLOF – WONDERWARE CERTIFIED APPLICATION DEVELOPER – INTOUCH 2020 R2
City Council 17 – 175 9/19/2023
NDI Proposal 80008-53
LINDA CEDERLOF – WONDERWARE CERTIFIED APPLICATION DEVELOPER - APP SERVER 2020R2
52 City Council 17 – 176 9/19/2023
NDI Proposal 80008-53
53 ODEI ADDO YOBO – ARCHESTRA CERTIFIED APPLICATION DEVELOPER – APP SERVER 2020R2
ODEI ADDO YOBO – WONDERWARE CERTIFIED APPLICATION DEVELOPER – HISTORIAN 2020 R2
City Council 17 – 177 9/19/2023
NDI Proposal 80008-53
54 ODEI ADDO YOBO – WONDERWARE CERTIFIED APPLICATION DEVELOPER – INTOUCH
11.1 2014 R2
City Council 17 – 178 9/19/2023
NDI Proposal 80008-53
55 RONNE ABAT – WONDERWARE CERTIFIED APPLICATION DEVELOPER – APP SERVER 4.1 2014 R2
RONNE ABAT – ETAP CERTIFIED 115 AC/DC SYSTEM ANALYSIS
City Council 17 – 179 9/19/2023
NDI Proposal 80008-53
56 COMPANY CERTIFICATION – SCHNEIDER ELECTRIC ALLIANCE PARTNER COMPANY CERTIFICATION – INDUCTIVE AUTOMATION CERTIFIED INTEGRATOR City Council 17 – 180 9/19/2023
NDI Proposal 80008-53
57 City Council 17 – 181 9/19/2023
NDI Proposal 80008-53
58 BILL HUBERT – IGNITION 8
LINDA CEDERLOF – IGNITION 8
City Council 17 – 182 9/19/2023
NDI Proposal 80008-53
59 JOSEPH MARCUS – CYBERSECURITY US DEPARTMENT OF HOMELAND SECURITY
CERTIFICATION
City Council 17 – 183 9/19/2023
NDI Proposal 80008-53
60 City Council 17 – 184 9/19/2023
NDI Proposal 80008-53
61 Appendix D
Sample Screenshots
City Council 17 – 185 9/19/2023
62 NDI Proposal 80008-53
City Council 17 – 186 9/19/2023
63 NDI Proposal 80008-53
City Council 17 – 187 9/19/2023
64 NDI Proposal 80008-53
City Council 17 – 188 9/19/2023
65 NDI Proposal 80008-53
City Council 17 – 189 9/19/2023
66 NDI Proposal 80008-53
City Council 17 – 190 9/19/2023
67 NDI Proposal 80008-53
City Council 17 – 191 9/19/2023
68 NDI Proposal 80008-53
City Council 17 – 192 9/19/2023
69 NDI Proposal 80008-53
City Council 17 – 193 9/19/2023
70 NDI Proposal 80008-53
City Council 17 – 194 9/19/2023
71 NDI Proposal 80008-53
City Council 17 – 195 9/19/2023
72 NDI Proposal 80008-53
City Council 17 – 196 9/19/2023
73 NDI Proposal 80008-53
City Council 17 – 197 9/19/2023
74 NDI Proposal 80008-53
City Council 17 – 198 9/19/2023
75 NDI Proposal 80008-53
City Council 17 – 199 9/19/2023
76 NDI Proposal 80008-53
City Council 17 – 200 9/19/2023
EXHIBIT C
COMPENSATION
Consultant’s Fee Proposal including hourly rates, if applicable City Council 17 – 201 9/19/2023
Fee
Proposal
City of Santa Ana
Public Works Agency
Water Resources Functional
Specifications Development and
SCADA Programming Services
NDI Reference #80008-53
March 09, 2023
City Council 17 – 202 9/19/2023
NDI Proposal 80008-53
2 March 9, 2023
City of Santa Ana
Public Works Agency
ATTN: James Burk, P.E., Project Manager
RE: FEE PROPOSAL TO PERFORM CONSULTING ENGINEERING SERVICES, CONTROL
SYSTEM DESIGN SERVICES, FUNCTIONAL SPECIFICATION DEVELOPMENT, AND SCADA SYSTEM SOURCE & CHANGE CONTROL SERVICES FOR THE CITY OF SANTA.
Please find NDI’s fee proposal attached in response to the City’s RFP 23-026 Water Resources Functional Specifications Development and SCADA Programming Services. Enclosed is Attachment 2 as well as NDI’s rate sheet for services performed for this project.
NDI has over 34+ years of industry experience and has an extensive background in providing control system engineering services for numerous Water/Wastewater industry applications. Northern Digital is an industry leader in providing technical solutions and integration services to a wide variety of agencies including municipalities, districts, and independent water companies. Our core value of relationships forged in commitment aims to develop lasting partnerships with our clients. NDI strives to ensure that we meet or exceed all your project expectations. We are grateful for this opportunity to submit a Qualification Package to the City of Santa Ana and are excited at the prospect of working with you.
Sincerely,
Joseph Marcus
Northern Digital, Inc.
Manager, Business Development
W: 661.322.6044
M: 661.319.4015
E: [email protected]
City Council 17 – 203 9/19/2023
NDI Proposal 80008-53
3 Section 1
Attachment 2: Fee Proposal
City Council 17 – 204 9/19/2023
City Council 17 – 205 9/19/2023
City Council 17 – 206 9/19/2023
NDI Proposal 80008-53
6 Section 2
Labor Classification Rate Sheet
City Council 17 – 207 9/19/2023
NDI Proposal 80008-53
7 NDI Fee Schedule
CLASSIFICATION RATE SCHEDULE
Northern Digital has a staff of qualified engineers and multidisciplinary employees capable of meeting the requirements of your project. NDI’s staff includes Engineering, Project Management, Finance, CAD Specialists, and Procurement, all capable of meeting the scheduling, testing, inspections, oversight of installation, and training requirements of this project. NDI’s Professional Services Classifications and associated rates can be found below
Professional Services Classification NDI Hourly Rate
Consultant / Principal
Systems Engineer
$195
$180
Project Manager $180
Field Technical Support Engineer
Clerical
$170
$70
Vehicle Transportation $0.75 per mile
PLEASE NOTE THE FOLLOWING BILLING POLICIES:
*Rate may vary due to changes in the IRS determined Standard Mileage Reimbursement Rate *Travel & Expenses Costs will follow GSA Guidelines
Billing will be per the Professional Services Agreement between the City of Santa Ana and NDI.
Work will be billed progressively on a T&M basis.
Note: A yearly 4% Cost of Living increase will apply after each year, effective after contract year 1 (based on date of contract execution).
City Council 17 – 208 9/19/2023
EXHIBIT 3
CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND
SOFFA ELECTRIC, INC. TO PROVIDE ON-CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 19th day of September, 2023 by and between SOFFA Electric, Inc. (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).
RECITALS
A. On February 14, 2023 the City issued Request for Proposal (“RFP”) No. 23-026 by which it desired to retain a consultant having special skill and knowledge in the field of:
engineering services to prepare functional specifications and to provide SCADA source control and change control services on an on-call basis for the City’s Public Works Agency.
B.
C.
Consultant submitted a responsive proposal that was among those selected by the city.
Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-026.
In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-026, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in “Scope of Services - Exhibit A”, attached hereto and incorporated by reference, and as further described in Consultant’s Proposal, attached hereto an incorporated herein by this reference as “Consultant’s Proposal - Exhibit B”.
2. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant’s Fee Proposal, which is attached hereto and fully incorporated herein by this reference as “Compensation - Exhibit C”. Consultant is one of three (3) separate consultants selected to provide services on an on-call basis under RFP 23-026. The total compensation for services provided by all consultants selected under RFP 23-026 shall not exceed the shared aggregate amount of $1,250,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below.
b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant’s Fee Proposal, Consultant’s fees shall not increase by more than 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws, if applicable.
3. TERM
This Agreement shall commence on September 19, 2023 and end on September 18, 2026, with the option for the City to grant up to one (1), two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 16, below.
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the services being performed are part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
7. INSURANCE
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors.
a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as:
(i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000.00 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
(ii) Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000.00 per accident for bodily injury and property damage.
(iii) Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000.00 per accident for bodily injury or disease.
(iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $1,000,000.00 per occurrence or claim, $2,000,000.00 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. c. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions:
(i) Additional Insured Status. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations.
General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).
(ii) Primary Coverage. For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or selfinsurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
(iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
(v) Self-Insured Retentions. Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be
endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
(vi)Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims-made basis:
• The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
• Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
• If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.
(viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix)Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors.
(x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States’ letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.
11. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all
nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.
13. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein.
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other consultant and/or contractors retained by City.
16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a.
b.
As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
17. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
18. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.
19. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement.
20. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:
To City:
Jennifer L. Hall
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Nabil Saba
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza
P.O. Box 1988
Santa Ana, California 92702
Fax:
To Consultant:
Salib Mansour, P.E.
Vice President
SOFFA Electric, Inc.
5901 Corvette St.
Commerce, CA 90040
A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.
21. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and
attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.
ATTEST: CITY OF SANTA ANA
JENNIFER L. HALL
City Clerk
KRISTINE RIDGE
City Manager
APPROVED AS TO FORM: CONSULTANT:
SONIA R. CARVALHO
SALIB MANSOUR
Assistant City Attorney Vice President
RECOMMENDED FOR APPROVAL:
NABIL SABA
Executive Director
Public Works Agency
EXHIBIT A
SCOPE OF SERVICES
City Council 17 – 219 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
Appendix
ATTACHMENT 1: SCOPE OF WORK
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
City Council 17 – 220 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
SCOPE OF WORK
A. INTRODUCTION AND BACKGROUND
The City of Santa Ana Public Works Agency – Water Resources Division oversees and maintains the daily operations of the Water System and Sanitary Sewer System. The City’s water system has an average day demand of about 30 million gallons (MG) with 45,000 service connections.
It is comprised of approximately 478 miles of water main, 45 MG of storage at five (5) sites, seven (7) MWD connections, 21 groundwater wells, seven (7) pump stations, four (4) pressure regulating stations and utilizes two (2) pressure zones.
B. CONSULTANT RESPONSIBILITIES
The City desires to retain a qualified Consultant to prepare functional specifications, control panel drawings, programming and testing specifications and provide SCADA systems source control and change control services for the City’s water production facilities. The selected vendor is intended to, among other items previously stated, provide and institute oversight mechanisms for the City’s contracted controls programmers. The City’s facilities are controlled by the Dynac ES SCADA software as provided by Kapsch TrafficCom USA, Inc. The City is also utilizing Wonderware by AVEVA.
The Consultant shall provide all labor, materials, services, and equipment necessary for the services described herein. The Consultant shall possess all Federal, State and Local permits, licenses, and approvals necessary to provide good/services required in the Scope of Work.
C. SCOPE OF SERVICES
The City is seeking qualified Consultants to provide (1) control panel drawings, (2) functional specifications, (3) programming and testing specifications, (4) source control, and (5) change control described in the following sections:
1. CONTROL PANEL DRAWINGS
The Consultant shall be capable of providing and reviewing control panel drawings as they relate to the City’s instrumentation and electrical components. The City’s water production sites utilize the following components:
• Modicon Momentum Programmable Logic Computers (PLC) – (Modicon M340 and M580 and other various models)
• Variable Frequency Drives (VFD) – (Various models such as ABB and Danfoss) • Limitorque and AUMA motor operated valves (MOV)
• Mag meters (various brands) and other related appurtenances • Magelis human machine interfaces (HMI) or a Unitronics display The Consultant shall have experience working with the aforementioned instruments and shall recommend retrofits when applicable. It is the City’s desire that all site control reside within City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
City Council 17 – 221 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
the site PLC with the HMI acting primarily as a site control interface relaying operator commands to the site PLC.
A. DELIVERABLES
Upon request, the Consultant shall prepare detailed control panel drawings and specifications for City water production sites. Control panel drawings shall be complete and sufficiently detailed to provide to panel manufacturers and obtain bids for their construction. Control panel drawings shall be in conformance with the City’s Control Panel Standards and Specifications and include at a minimum the following:
1. Front Panel Layout Drawing
2. Back Panel Layout Drawing
3. Power Distribution Drawing
4. Communication Network Drawing
5. Analog Inputs/Outputs Drawing
6. Digital Inputs/Outputs Drawing
7. Bill of Materials
8. I/O List with Tag Names
9. Specifications for:
a. DC Power Components (standard provided by City)
b. Ethernet and Networking Components (standard provided by City) c. Telemetry Components (standard provided by City)
d. Control Panel Construction (standard provided by City) In addition, the consultant shall provide the following for each requested site:
1. I/O List
2. Complete set of Drawings
3. Complete set of associate specification
2. FUNCTIONAL SPECIFICATIONS
The Consultant shall develop functional specifications based on the future/proposed operation/capabilities gained from updating instrumentation and control devices for the Water Production sites upon request from the City. The Functional Specifications are intended to reflect the ultimate desired operation of each site and not be limited to the operation as it exists currently. The Consultant shall be capable of performing the following tasks:
1. Conduct existing condition work sessions with the City Water Production Team to identify existing operational settings, hardware and controls equipment for the Sites. The Consultant shall catalogue all existing controls and equipment and provide recommendations for enhancement and conformance to City’s standards. a. The Consultant shall create an I/O database to catalogue all system I/O and communications, which shall include summaries of the use and function of each. The format and fields shall be developed in collaboration with the City Water Production City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
City Council 17 – 222 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
Team. The type of I/O captured in this database shall include, but not be limited to, PLCs, local and remote HMIs, remote I/O modules, radio transmitter modems, backup power, wiring and termination blocks.
b. The Consultant shall provide recommendations for control hardware upgrades and standardization.
c. The purpose of this task is to document existing I/O, configurations and Site equipment for use in preparing the proposed/future I/O list, control panel drawings, functional specifications and related documents.
2. Conduct operations workshops with the City Water Production Team to develop and document operating procedures for the Sites. The Consultant shall provide recommendations for enhancement to operational practices based on currently available technologies and industry best practices.
a. The Consultant is expected to develop a detailed understanding of each of the Site’s operational function including all equipment, controls, instrumentation, and communication systems. Consultant shall research as necessary to fully understand the capabilities and limitation of the Sites.
b. It is anticipated that one (1) workshop per pump station Site (8 hours each) will be needed to complete this task. In addition, the City may request the following additional trainings:
i. Field testing and training for staff
ii. Detailed workshops per functional specification
3. Create Functional Specifications for each Site that includes at minimum the following:
a. Narrative overview of the function and operation of the Site; b. Identification of all component of the Site (i.e., equipment, instrumentation, etc.) c. Narrative description of the functionality of each component of the Site (e.g., pumps, tanks, VFDs, valves, meters, sensors/transmitters, monitors, etc.); d. Narrative description of all operational modes for the Site; e. Description of the process control strategies for the Site f. Narrative description of each process control strategy; g. Identification of the specific I/O, setpoints, commands, and communications associated with each strategy;
h. Detailed description of the control logic for each component/strategy, including permissives, interlocks, PID controls, etc.;
i. Description of the SCADA interfaces (Dynac ES provided by Kapsch TrafficCom USA, Inc. and Wonderware provided by AVEVA)
j. Narrative and detailed description of system alarms and other notification functionality.
Prior to finalizing the functional specification, the Consultant shall host a functional specification review workshop to review the content of the documents and receive City’s approval to finalize.
Upon request, the Consultant shall also be able to provide field testing and training for staff.
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services
City Council 17 – 223 9/19/2023
CITY OF SANTA ANA
RFP NO.: 23-026
WATER RESOURCES FUNCTIONAL SPECIFICATIONS DEVELOPMENT AND SCADA
PROGRAMMING SERVICES
3. PROGRAMMING AND TESTING SPECIFICATIONS
Upon request, the Consultant shall develop programming and testing specifications based on City standards for the new control panels. The Consultant shall perform the following tasks:
1. Consultant shall develop comprehensive Factory Acceptance Test (FAT) and Site Acceptance Test (SAT) protocols for the new control panels and related components.
Consultant will be tasked with reviewing, enhancing and providing approval recommendations for test protocols and other control system submittals associated with the planned Site improvements to ensure that the panel manufacturer and the City’s integrators deliverables and tasks are being executed in compliance with the accepted specifications.
2. Act as the City’s agent during factory and on-site functional and performance acceptance testing. Consultant shall document and identify all functional and performance discrepancies and coordinate corrective actions to resolve identified discrepancies prior to City acceptance.
3. On an as-needed basis, Consultant shall provide on-site support for commissioning (start-up) activities, in close coordination with the City’s integrator. Consultant shall be present during system commissioning to verify all aspects of the control system and associated process equipment are exercised and to ensure deficiencies are corrected by the Contractor/Integrator as they are found. Commissioning will not be considered complete until the Consultant has determined that all of the system requirements have been met.
A. DELIVERABLES
The Consultant shall provide the following:
1. Control Panel FAT/SAT Protocols
2. Control Panel FAT/SAT Results Report
3. Commissioning/Start-up Report
4. SCADA SOURCE CONTROL
The Consultant shall implement, manage and maintain a source control system and establish procedures to track all changes to the SCADA configurations, PLC programs, firewall configurations, smart field device configurations and related devices. The goal of the Source Control service is to track and store SCADA system configurations and history.
The Consultant shall collect existing programs from field PLC devices to populate the existing source control database. The City has approximately 45 PLC devices located throughout the City. The Consultant shall maintain a master source control database and provide periodic backups to the City. As updates are required to the PLC programs, the Consultant shall provide a copy of the most up to date PLC programs to the City’s contract PLC integrators via a documented check-in, check-out process. Consultant shall develop and document rules, standards and procedures for database structure and program check-in, check-out processes.
City of Santa Ana RFP 23-026
Water Resources Functional Specifications Development and SCADA Programming Services