January 2020
City Council 21 – 54 9/16/2025
Local Assistance Procedures Manual Exhibit 16-T2 Materials Requiring a Certificate of Compliance per the Greenbook Greenbook 2018 Materials Requiring a Certificate of Compliance or Certified Test Reports Material Section # Section Title Additional Comments 1 4-5 Certificate of Compliance General Requirements 2 Weighing and Metering Equip. 4-7 Weighing and Metering Equipment Engineer to "approve" prior to operation. 3 Cement 201-1.21 Cement 4 Fly Ash 201-1.2.5.3 Fly Ash Specific language/info required on the COC. Must also submit test data upon request. 5 Pozzolans 201-1.2.5.4 Class N Pozzolans Specific language/info required on the COC. Must also submit test data upon request. 6 Joint Sealant , Type E 201-3.9 Test Report and Certification Specific language/info required on certified test reports. 7 Curing Compound 201--4.3 Test Report and Certification Must submit certified test report upon request. 8 Paving Asphalt 203-1.3 Test Report and Certification Specific language/info required on certified test reports. 9 Liquid Asphalt 203-2.2 Test Report and Certification Specific language/info required on certified test reports. 10 Microsurfacing Emulsion (MSE) 203-3.5 Certificate of Compliance With each load. Must also submit test data upon request. 11 Latex 203-10.2.2 Latex Specific language/info required on the COC. 12 Asphalt Rubber Hot Mix (ARHM) 203-11.2 Materials Must also submit test reports with the COC. 13 Crumb Rubber Modifier (CRM) 203-11.2.3.1 General (Crumb Rubber Modifier) Specific language/info required on the COC. 14 Treated Wood 204-2.4 Quality Control Specific language/info required on the COC. 15 Structural Steel , Rivets, Bolts, Pins 206-1.1.2 Certification Specific language/info required on certified test reports. 16 Gray Iron and Ductile Iron Castings 206-3.4.2.1 General (Tensile Testing) Must also submit test reports with the COC. 17 Gray Cast Iron Castings 206-3.4.2.2 Gray Cast Iron Castings Specific language/info required on the COC and must submit certified test results. 18 Ductile Iron Castings 206-3.4.2.3 Ductile Iron Castings Specific language/info required on the COC and must submit certified test results. 19 Corrugated Steel Pipe, pipe arches. 207-11.2.1 General (Materials) Page 1 of 2 January 2020 City Council 21 – 55 9/16/2025
Local Assistance Procedures Manual Exhibit 16-T2 Materials Requiring a Certificate of Compliance per the Greenbook 20 Structural Steel Products 207-12.2.1 General (Materials) Specific language/info required on the COC. 21 Structural Aluminum Products 207-14.2.1 General (Materials) Specific language/info required on the COC. 22 PVC Pipe 207-17.4.1 General (Test Requirements) 23 PolyPropylene Pipe 207-25.6.1 General (Man. Facility Testing) 24 Materials used in Sewers 211-2 Chemical Resistance (Pickle Jar) Test Specific language/info required on the COC. 25 Viscometer Calibration 211-4.2 Calibration 26 Engineering Geosynthetics 213-1 General (Engineering Geosynthetics) Specific language/info required on the COC. 27 Traffic Paint, Thermo and Markers 214-2 Test Reports And Cert. of Compliance Specific language/info required on certified test reports OR COC 28 Precast Reinforced Concrete Box 216-8 Basis of Acceptance 29 Fiberglass Standards 700-3.3.4 Fiberglass Standards Specific language/info required on the COC and test reports. 30 Conductors for Series Circuits, 5000V 700-4.2.2 Conductors for Series Circuits 31 Conductors and Cable 700-5.3.1 General (Conductors and Cable) 32 Lamp Receptable Conductors 700-5.5.7 Electrical Components COC Required if required information is not marked on the insulation. 33 LED Signal Modules 700-5.5.11.8 Certificate of Compliance 34 LED Pedestrian Signal Module 700-5.6.6.7 Certificate of Compliance Page 2 of 2 January 2020 City Council 21 – 56 9/16/2025
________________________________________
Source Inspection for Project Name, County
(phone #)
City Council 21 – 57 9/16/2025
Exhibit 16-Z2 Acceptance Testing Results Summary Log Project Name: __________________________________________________________ Test Method Name: ___________________ Test Method Number: ___________________ Contract Number: _______________________________________________________ Test Number Date Sampled Name of Sampler or Tester Production Test Results Remarks Tester Certification on file? Location (Stations, depths, etc) Production Quantity Represented Required Result Actual Result Pass/Fail Include action taken for any failing test result; note test number of any retest. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Page 1 of 1 January 2018 City Council 21 – 58 9/16/2025
City Council 21 – 59 9/16/2025
City Council 21 – 60 9/16/2025
DAVID DIXON MEMORIAL
MATERIALS LABORATORY
QUALITY ASSURANCE PLAN
AUGUST 2019
1 1 5 2 E . F R U I T S T R E E T
S A N T A A N A , C A 9 2 7 0 1
City Council 21 – 61 9/16/2025
City Council 21 – 62 9/16/2025
TABL E OF CONTENTS
TABLE OF CONTENTS .................................................................................................................................. 3 MISSION STATEMENT .................................................................................................................................. 4 LAB SERVICES .................................................................................................................................................. 5 DEFINITION OF TERMS .............................................................................................................................. 6 QUALITY ASSURANCE REQUIREMENTS ............................................................................................. 7 Laboratory Accreditation .................................................................................................................................... 7 Laboratory Personnel Certification ................................................................................................................... 7 Correlation Testing Program .............................................................................................................................. 8 Maintenance of Laboratory and Testing Equipment ..................................................................................... 8 TESTING GUIDELINES ................................................................................................................................ 9 Acceptance Testing (AT) .................................................................................................................................... 9 Independent Assurance Program (IAP) ........................................................................................................... 9 Acceptance of Minor Quantities of Materials Without Testing ................................................................. 10 REPORTING ACCEPTANCE TESTING RESULTS ............................................................................. 11 CONSTRUCTION MATERIALS DISPUTE RESOLUTION ............................................................... 12 TESTING OF MANUFACTURED MATERIALS ................................................................................... 13 Certificate of Compliance ................................................................................................................................. 13 Source Inspection ............................................................................................................................................... 13 PROJECT CERTIFICATION ........................................................................................................................ 14 RECORDS .......................................................................................................................................................... 15 APPENDIX I MATERIALS LAB CONTACTS ........................................................................................ 16 APPENDIX II LIST OF TESTS PERFORMED ....................................................................................... 17 APPENDIX III EXAMPLE OF TEST RESULT ...................................................................................... 19 APPENDIX IV ACCEPTANCE TESTING FREQUENCIES .............................................................. 20 APPENDIX V SAMPLE MATERIALS CERTIFICATION ................................................................... 21 APPENDIX VI CONTRACTS FILE ORGANIZATION SYSTEM .................................................... 22 City Council 21 – 63 9/16/2025
MISSION STATEMENT
The mission of the David Dixon Memorial Materials Laboratory (LAB) is to provide the public with safe and efficient infrastructure through geotechnical and materials testing services.
The LAB accomplishes this mission through geotechnical engineering, acceptance testing, and quality assurance testing of construction materials for capital improvement programs, maintenance programs, and development activities for OC Public Works, Orange County Flood Control District, OC Community Resources, and OC Dana Point Harbor (hereinafter collectively referred to as COUNTY) and outside partnering agencies.
City Council 21 – 64 9/16/2025
LAB SERVICES
The David Dixon Memorial Materials Laboratory (LAB) provides the following services:
1. Geotechnical engineering, engineering geology, pavement analysis, and foundation investigations for COUNTY facilities
2. Evaluation and acceptance of mix designs including asphalt concrete (AC) mix design, portland cement concrete (PCC) mix design, cement treated soils, and soil stabilization mix designs, for all COUNTY projects, subdivision infrastructure and COUNTY property encroachment permits
3. Quality assurance testing on construction materials including aggregates, AC, PCC, and soils for all COUNTY projects, subdivision infrastructure, and COUNTY property encroachment permits
4. Acceptance and quality assurance testing as described above for Cities under contract with the County through OC Public Works
City Council 21 – 65 9/16/2025
DEFINITION OF TERMS
American Association of State Highway and Transportation Officials (AASHTO) A standards setting body which publishes specifications, test protocols and guidelines which are used in highway design and construction throughout the United States.
Acceptance Testing (AT)
Sampling and testing, or inspection, to determine the degree of compliance with contract requirements.
AASHTO re:source
Part of the Engineering and Technical Services division of AASHTO that implements the Laboratory Assessment Program, Proficiency Sample Program, and AASHTO Accreditation program for soils, aggregate, and bituminous materials.
Independent Assurance Program (IAP)
A program to verify that AT is being performed correctly by qualified technicians and laboratories.
Quality Assurance Program (QAP)
A sampling and testing program that provides assurance that the materials and workmanship incorporated into the construction project are in conformance with the contract specifications. The main elements of a QAP are AT and IAP.
Source Inspection
AT of manufactured and prefabricated materials at locations other than the job site, generally at the manufactured location.
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QUALITY ASSURANCE REQUIREMENTS
The David Dixon Memorial Materials Laboratory (LAB) will perform Acceptance Testing (AT) on all COUNTY projects, including federal and state grant funded projects. The LAB is under the responsible management of a California Registered Engineer with experience in sampling, inspection, and testing of construction materials. The engineer shall certify the results of all tests performed by laboratory personnel under their supervision. The LAB shall maintain certified testing equipment capable of performing the tests listed in Appendix II of this QAP.
The LAB reserves the option to use a private consultant materials laboratory to perform Acceptance Testing on certain projects. Private consultant materials laboratories under contract with the LAB shall be required to comply with the provisions of this QAP.
LABORATORY ACCREDITATION
The LAB is Caltrans certified for testing aggregates, asphalt concrete, soils, and portland cement concrete materials. Caltrans verifies the LABs ability to perform quality materials testing though site inspection, approval of the LABs accreditation manual, equipment calibration check, and successful completion of proficiency sample testing through Caltrans Reference Sample Program. Caltrans evaluates the LABs certification on an annual basis.
The LAB is AASHTO accredited for its Quality Management System and for testing aggregates, asphalt concrete, and soils. AASHTO re:source evaluates the LABs accreditation status on an annual basis and confirms the LAB has received all applicable on-site assessments and quality management system evaluations. The review includes an evaluation of updated personnel information. The LAB is also required to participate in the AASHTO re:source Proficiency Sample Program.
LABORATORY PERSONNEL CERTIFICATION
All Caltrans Tests listed in Appendix II.C of this QAP shall be performed by LAB personnel certified by Caltrans in accordance with the current edition of the Caltrans Independent Assurance Manual. Caltrans certifications shall be renewed every 3 years.
LAB personnel shall have thorough knowledge of:
Responsibilities of sampling and testing
Test methods, calculations, and related paperwork
Safety guidelines used in the test methods, and
Maintenance/operation of the equipment used in the test procedures.
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Private consultant materials laboratories under contract with the LAB shall use staff certified by one or more of the following: Caltrans, American Concrete Institute (ACI), National Institute of Certification of Engineering Technologies (NICET), or other organization approved by the State of California.
CORRELATION TESTING PROGRAM
The LAB participates in the Caltrans Reference Sample Program for aggregates, asphalt concrete, soils, and portland cement concrete. The LAB also participates in the AASHTO re:source Proficiency Sample Program for aggregates, asphalt concrete, and soil.
Private consultant materials laboratories under contract with the LAB shall be required to provide documentation of participation in a correlation testing program through AASHTO re:source, Cement and Concrete Reference Laboratory (CCRL), and/or Caltrans.
MAINTENANCE OF LABORATORY AND TESTING EQUIPMENT
The LAB shall only use laboratory and testing equipment that is in good working order. All equipment shall be calibrated at least once each year. All testing equipment must be calibrated by impartial means using devices of accuracy traceable to the National Institute of Standards and Technology. A decal shall be firmly affixed to each piece of equipment showing the date of the last calibration. All testing equipment calibration decals shall be checked as part of the IAP.
Private consultant materials laboratories under contract with the LAB shall be required to provide documentation to confirm that all laboratory and testing equipment is maintained as stipulated above.
City Council 21 – 68 9/16/2025
TESTING GUIDELIN ES
ACCEPTANCE TESTING (AT)
AT shall be performed by LAB personnel who are certified to perform the required tests. Test results shall be used to ensure that all materials incorporated into the project are in compliance with the contract specifications.
Testing methods will be in accordance with the Caltrans, AASHTO, or ASTM test methods, as specified in the contract specifications.
Sample locations and frequencies shall be in accordance with the contract specifications. If not specified in the contract specifications, samples shall be taken at the locations and frequencies as shown in Appendix IV, Acceptance Sampling and Testing Frequencies.
INDEPENDENT ASSURANCE PROGRAM (IAP)
IAP will be used to verify that acceptance testing is being performed correctly by qualified testers and laboratories. These include, but are not limited to:
1. Verifying that equipment used for acceptance testing is properly calibrated and in good working condition. Records of equipment calibrations should be kept with the equipment.
2. Certifying acceptance testers by administering written and practical/witness exams for the acceptance tester.
3. Performing corroboration testing between the acceptance tester and independent assurance personnel on Sieve Analysis, Sand Equivalent, and Cleanness Value tests.
4. A written procedure for dispute resolution
IAP shall be provided by personnel from Caltrans, the Agencys certified materials laboratory, or consultants certified materials laboratory.
For Federal-aid projects off the NHS, the agency may choose to:
1. Hire an outside qualified consultant to perform IA services, or
2. Have a qualified employee from within the local agency to perform IA services, or
3. Request Caltrans provide IA services if California Test Methods are used.
IAP personnel shall be certified in all required testing procedures, as part of IAP.
Poor correlation between acceptance testers results and other test results may indicate probable deficiencies with the acceptance sampling and testing procedures. In cases of unresolved City Council 21 – 69 9/16/2025
discrepancies, a complete review of AT shall be performed by IAP personnel, or an independent materials laboratory chosen by the Agency. IAP samples and tests are not to be used for determining compliance with contract requirements. Compliance with contract requirements is determined only by AT.
ACCEPTANCE OF MINOR QUANTITIES OF MATERIALS WITHOUT TESTING Relatively minor quantities of construction materials may be accepted without testing provided acceptance conforms to the conditions stated below in paragraphs one and two. Generally, this provides for accepting minor quantities of materials from a commercial source that is known to supply material conforming to the specifications.
Documentation for acceptance of material as described in paragraphs one and two above must be provided and included in the project records. Documentation should include statements in the project inspectors reports that clearly indicate conditions under which the material was accepted (e.g., description, quantity, location, where placed, certification numbers and/or other accompanying data).
The following list suggests approximate maximum quantities of materials that may be accepted under the conditions indicated above:
Aggregates other than for use in Portland Cement Concrete; not to exceed 100 tons per day nor more than 500 tons per project
Bituminous mixtures (includes HMA); not to exceed 50 tons per day (sample at Engineers discretion if project total is less than 500 tons) Bituminous material (includes Asphalt); not to exceed 100 gallons per project City Council 21 – 70 9/16/2025
REPORTING ACCEPTANCE TESTING RESULTS
The following are the schedules for reporting material test results to the Resident Engineer:
When the aggregate is sampled at material plants, test results for Sieve Analysis, Sand Equivalent and Cleanness Value should be submitted to the Resident Engineer within two (2) working days1 after sampling.
When materials are sampled at the job site, test results for compaction and maximum density should be submitted to the Resident Engineer within one (1) working day after sampling.
When soils and aggregates are sampled at the job site:
1. Test results for Sieve Analysis, Sand Equivalent and Cleanness Value should be submitted to the Resident Engineer within three (3) working days after sampling.
2. Test results for R Value and asphalt concrete extraction should be submitted to the Resident Engineer within four (4) working days after sampling.
When sampling products such as portland cement concrete (PCC), cement-treated base (CTB), hot mix asphalt (HMA), and other such materials, the time of sampling shall be varied as much as possible in order to avoid a predictable sampling routine. 1 For aggregate containing asphalt, test results will be submitted to the Resident Engineer within three (3) working days
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CONSTRUCTION MATERIALS DISPUTE RESOLUTION
For all test result disputes, the LAB shall follow the 2012 Edition, The Greenbook, Section 4-1.9 Construction Materials Dispute Resolution (Soils, Rock Materials, Concrete, Mortar and Related Materials, Masonry Materials, Asphalt Materials, Rock Products, and Modified Asphalts), inclusive.
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TESTING OF MANUFACTURED MATERIALS
The LAB may permit the use of certain manufactured products, materials, or assemblies accompanied by a certificate of compliance in lieu of pre-shipment sampling and testing, provided these items are non-structural. These items must have a history of having met specifications based upon previous sampling and testing by County, other local agencies, or other certified private laboratories on a case-by-case basis. The manufacturer of the item shall sign the certificate of compliance and state that the included materials and workmanship conform to the project specifications in all aspects.
Manufactured products, materials, or assemblies used on the basis of a certificate of compliance may be sampled and tested at the job site at any time, and at any frequency, during the life of the contract.
Items determined to be not in conformance with contract requirements are subject to rejection even after they are in-place.
CERTIFICATE OF COMPLIANCE
Contract documents may also specify that a certificate of compliance is required for a product, material, or assembly used on a project. The Resident Engineer is responsible for ensuring that a certificate of compliance is furnished when the item or material is delivered to the worksite. All materials accepted on the basis of a certificate of compliance shall be identified in the project inspectors daily inspection reports. The Resident Engineer and/or project inspector shall keep copies of all certificates of compliance in their file.
Even if a certificate of compliance is provided, materials such as portland cement and asphalt products shall be sampled for testing in accordance with size, frequency, and testing tables, better known as Frequency Tables (see Appendix IV).
SOURCE INSPECTION
A certified LAB technician or qualified consultant will conduct the acceptance sampling and testing at the site of the materials source. A certified LAB technician or qualified consultant will inspect asphalt, concrete, and pipe manufacturing plants during product fabrication City Council 21 – 73 9/16/2025
PROJECT CERTIF ICATION
Upon completion of a federal grant funded project, the Resident Engineer shall prepare and sign a Materials Certificate" as part of the Report of Expenditures submitted to Caltrans. A copy of the Materials Certificate shall also be retained in the Agencys construction file for record. Any materials incorporated into the work that did conform to specifications must be explained and justified on the Materials Certification, including changes by made by contract change orders.
A sample Materials Certification is included in Appendix V.
City Council 21 – 74 9/16/2025
RECORDS
All material records of samples and tests, material releases and certificates of compliance for the construction project shall be incorporated into the Resident Engineers project file.
For federal grant funded projects, project files shall be organized in accordance with the Contracts File Organization System as shown in Appendix VI of this QAP.
The complete project file shall be available at a single location for inspection by Caltrans and Federal Highway Administration (FHWA) personnel.
Project files shall be available for at least three (3) years following the date of final project voucher.
The use of a Log Summary, as shown in Appendix III of this QAP, facilitates reviews of material sampling and testing by Caltrans and FHWA, and assists the Resident Engineer in tracking the frequency of testing.
When two or more projects are being furnished identical materials simultaneously from the same plant, it is not necessary for the LAB to take separate samples or perform separate tests for each project. However, copies of the test reports of the projects shall be provided to the Resident Engineer for each project file.
City Council 21 – 75 9/16/2025
APPENDIX I
MATERIALS LAB CONTACTS
NAME TITLE PHONE NUMBER
Vinh Tran Materials Engineer (714) 955-0210
Blaine Thomann Laboratory Manager (714) 667-4996
John Moore Independent Assurance (714) 245-4515
Camille Adler Supervisor, Compaction Unit (714) 245-4536 Doug Wilson Supervisor, Plant Inspection Unit (714) 245-4527 Michael Soler Supervisor, Asphalt Concrete/R-Value Unit (714) 245-4524 Yolanda Varquez Supervisor, Physical and Chemical Testing Unit (714) 667-4997 City Council 21 – 76 9/16/2025
APPENDIX II
LIST OF TESTS PERFORMED
II.A AASHTO Standards
R47 Reducing Samples of HMA to Testing Size
R58 Dry Preparation of Disturbed Soil and Aggregate Samples for Test R76 Reducing Samples of Aggregate to Testing Size
T11 Method of Test for Materials Finer than 75 -µm (No. 200) Sieve in Mineral Aggregates by Washing
T27 Method of Test for Sieve Analysis of fine and Coarse Aggregates T30 Method of Test for Mechanical Analysis of Extracted Aggregates T84 Method of Test for Specific Gravity and Absorption of Fine Aggregates T85 Method of Test for Specific Gravity and Absorption of Coarse Aggregates T88 Method of Test for Particle Size Analysis of Soils
T89 Method of Test for Determining the Liquid Limit of Soils T90 Method of Test for Determining the Plastic Limit and Plasticity Index of Soils T96 Method of Test for Resistance to Degradation of Small-Size Coarse Aggregate by Abrasion and Impact in the Los Angeles Machine
T100 Method of Test for Specific Gravity of Soils
T166 Method of Test for Bulk Specific Gravity of HMA
T176 Method of Test for Plastic Fines in Graded Aggregates and Soils by Use of the Sand Equivalent Test
T180 Standard Test Methods for Laboratory Compaction Characteristics of Soil Using Modified Effort (56,000 ft-lbf/ft3
)
T190 Method of Test for Resistance R-Value of Compacted Soil T246 Method of Test for Resistance to Deformation and Cohesion of Hot Mix Asphalt (HMA) by Means of Hveem Apparatus
T247 Method of Test for Preparation of Test Specimens of Hot Mix Asphalt (HMA) by Means of California Kneading Compactor
T255 Laboratory Determination of Moisture Content of Aggregates T265 Laboratory Determination of Moisture Content of Soils T275 Method of Test for Bulk Specific Gravity of Compacted Hot Mix Asphalt (HMA) Using Paraffin-Coated Specimens
T308 Method of Test for Determining the Asphalt Binder Content of Hot Mix Asphalt (HMA) by the Ignition Method
II.B ASTM Standards
C39 Capping, Storing and Testing PCC Cylinders for Compressive Strength C42 Standard Test Method for Obtaining and Testing Drilled Cores C109 Standard Test Method for Compressive Strength Testing of Mortar Cubes C117 Method of Test for Materials Finer than No. 200 by Washing C127 Method of Test for Specific Gravity and Absorption of Coarse Aggregates C128 Method of Test for Specific Gravity and Absorption of Fine Aggregates C131 Method of Test for Resistance to Degradation of Coarse Aggregate by Abrasion and Impact in the Los Angeles Machine
C136 Method of Test for Sieve Analysis of Coarse and Fine Aggregates C1019 Standard Test Method for Sampling and Testing Grout for Compressive Strength City Council 21 – 77 9/16/2025
D698 Standard Test Method for Laboratory Compaction Characteristics of Soil using a Modified Effort (56,000 ft-lbf/ft3)
D1557 Standard Test Method for Laboratory Compaction Characteristics of Soil using a Modified Effort (56,000 ft-lbf/ft3
)
D2487 Unified Soil Classification System
D2974 Standard Test for Organic Matter of Soils
D3080 Standard Test for Direct Shear of Soils
D3910 Slurry Wet Track Abrasion Test
D4318 Standard Test for Plasticity Index of Soils
D4829 Standard Test for Expansion Index of Soils
II.C California Test Method (Caltrans) Standards - Certified CTM 105 Calculations Pertaining to Gradings and Specific Gravities CTM 106 Definition of Terms Relating to Specific Gravity CTM 125 Sampling Highway Materials
CTM 201 Method of Test for Soil and Aggregate Sample Preparation CTM 202 Method of Test for Sieve Analysis of Coarse and Fine Aggregates CTM 216 Method of Test for Relative Compaction of Soils and Aggregates CTM 217 Method of Test for Sand Equivalent
CTM 226 Method of Test for Moisture of Soils and Aggregates CTM 227 Method of Test for Evaluating Cleanness of Coarse Aggregates CTM 231 Method of Test for Relative Compaction of Soils and Aggregates CTM 301 Method of Test for Determining R-Value using the Stabilometer CTM 304 Method of Test for Preparation of HMA using the California Compactor CTM 308 Method of Test for Determining Bulk Specific Gravity of HMA CTM 366 Method of Test for Stabilometer Value
CTM 375 Method of Test for Determining In-Place Density and Relative Compaction CTM 382 Method of Test for Determination of Binder Content of HMA CTM 521 Method of Test for Determining Compressive Strength of Concrete Cylinders CTM 539 Method of Sampling Fresh Concrete
CTM 540 Method of Fabricating and Storing Concrete Cylinders in the Field CTM 556 Method of Test for Slump of Fresh Portland Cement Concrete CTM 557 Method of Test for Temperature of Fresh Portland Cement Concrete II.D California Test Method (Caltrans) Standards
CTM 103 Method of Calibration of Expansion Pressure Devices CTM 110 Method of Calibration of Compaction Test Equipment CTM 203 Method of Test for Mechanical Analysis of Soils CTM 205 Method of Test for Percentage of Crushed Particles CTM 206 Method of Test for Specific Gravity and Absorption of Coarse Aggregates CTM 207 Method of Test for Specific Gravity and Absorption of Fine Aggregates CTM 211 Method of Test for Abrasion of Coarse Aggregate (Los Angeles Rattler Test) CTM 229 Method of Test for Durability Index
CTM 417 Method of Test for Determining Sulfate Content of Soils CTM 643 Method of Test for pH and Resistivity of Soils
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APPENDIX III
EXAMP LE OF TEST RESULT
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APPENDIX IV
ACCEPTANCE TESTING FREQUENCIES
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APP ENDIX V
SAMPLE MATERIALS CERTIFICATI ON
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APP ENDIX VI
CONTRACTS FILE ORGANIZATION SYSTEM
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City Council 21 – 84 9/16/2025
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CITY OF SANTA ANA FY 25/26CIP
CAPITAL IMPROVEMENT PROJECT WORKSHEET
PROJECT DESCRIPTION:
The project goal is a building including a flex space, classroom(s), and hub for community volunteers and education staff. The classrooms are flexible in design and layout to maximize their use potential throughout the day and year. The facility would use environmentally sustainable materials in its construction.
PROJECT NEED:
This facility serves as a reception area for school children coming to the zoo and is directly adjacent to the existing outdoor amphitheater.
Different sides of the building will open out to the general zoo area, the amphitheater, or staff and service areas.
PROJECT TITLE:
Santa Ana Zoo Educational Hub
PROJECT CATEGORY:
City & Park Facility Improvements
Park Facility
LOCATION MAP
AGENCY: DIVISION: CONTACT: DATE:
Public Works CIP Engineering Gilbert Castillo, Senior Engineer 28-Aug-2025 PROJECT COSTS FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FY 31/32 Construction 1,697,875 - - - - - -
Contingency 356,327 - - - - - -
Engineering 2,399,880 - - - - - -
TOTAL 4,454,082 - - - - - -
SOURCE OF FUNDS FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FY 31/32 123,430 - - - - - -
A & D District 3 750,000 - - - - - -
CA RESOURCES AGENCY
GRANT
1,649,880 - - - - - -
Cannabis 873,759 - - - - - -
CAPITAL OUTLAY/CELL
TOWER
339,795 - - - - - -
GENERAL FUND 645,953 - - - - - -
PRCSA F&D 71,265 - - - - - -
TOTAL 4,454,082 - - - - - -
EXHIBIT 6
City Council 21 – 86 9/16/2025
Public Works Agency
www.santa-ana.org/pw
Item # 22
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 16, 2025
TOPIC: On-Call Programmable Logic Controller Programming and Consulting Services
AGENDA TITLE
Aggregate Agreement with Industrial Control Systems Online, LLC, DBA ICS Online; KDC Inc., DBA KDC Systems; and Partners in Control, Inc. DBA Enterprise Automation for Programmable Logic Controller Programming and Consulting Services (Non-General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute agreements with ICS Online, KDC Systems, and Enterprise Automation to provide Programmable Logic Control programming and consulting services for a total aggregate amount not to exceed $2,500,000, for a threeyear term beginning September 16, 2025 and expiring September 15, 2028, with provisions for two, one-year extensions (Core Agreement No. A-2025-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
The Public Works Agency (PWA) Water Resources Division oversees and maintains the daily operations of the City’s water and sanitary sewer systems. The water system is comprised of approximately 480 miles of water main, 21 groundwater wells, seven pump stations, 10 reservoirs with a storage capacity of 49 million gallons, four pressure regulating stations, and seven connection points to the Metropolitan Water District (MWD). The system has an average daily demand of 30 million gallons from its roughly 45,150 metered service connections.
PWA operates a sophisticated Supervisory Control and Data Acquisition (SCADA) system to oversee and manage its water infrastructure. This SCADA system collects real-time data from field devices such as sensors and programmable logic controllers (PLC), allowing water operators to monitor citywide system performance and respond swiftly to changing conditions.
PLCs, which are specialized industrial computers, serve as the primary controllers of the water system. They interpret signals from sensors (e.g., flow, pressure, turbidity, and pH) and automatically control equipment such as pumps and valves based on programmed code and logic. This enables precise, real-time adjustments to efficiently City Council 22 – 1 9/16/2025
On-Call Programmable Logic Controller Programming and Consulting Services September 16, 2025
optimize operations, such as maintaining consistent water pressure or flow rates throughout the distribution network.
PLC programming and consulting services are critical to the successful operation of the City’s water infrastructure. Through automation and continuous monitoring, PLCs enhance system reliability, improve operational efficiency, and reduce the risk of human error. They are instrumental in identifying equipment malfunctions or irregularities early, triggering alarms, and initiating corrective actions to minimize service disruptions and ensure uninterrupted delivery of safe, high-quality water.
Furthermore, PLC programming plays a vital role in regulatory compliance by precisely controlling chemical dosing, treatment durations, and other process parameters that directly affect water quality. In short, these services are not only efficient, they are foundational to the safe, efficient, and compliant operation of the City’s water systems.
The City has historically maintained a professional services contract for PLC programming and automation consulting services to support the daily operation of its water and wastewater systems. In recent years, the City has invested approximately $500,000 to $700,000 annually into these services. These expenditures have consistently provided value by ensuring uninterrupted operations, timely troubleshooting, and successful integration of automation into new and existing infrastructure.
Maintaining an on-call contract for automation consulting and PLC programming support is also critical to supporting maintenance and improvement projects. Nearly every water project, whether drilling a new well, constructing a booster pump station, or upgrading a water treatment facility, requires specialized programming and integration with the City’s SCADA system. By having contract support readily available, the City can seamlessly incorporate automation into these projects without delaying construction schedules or incurring costly change orders.
This on-call model ensures that automation specialists are engaged early in project design, remain available during construction, and provide rapid support during commissioning and startup. As a result, projects are delivered more efficiently, with fewer disruptions, and with programming that is fully aligned with the City’s established standards, functional specifications, and operational practices.
In short, the establishment and continuation of a PLC programming contract is not only about maintaining daily operations, it is also a cornerstone of delivering projects on time, within budget, and with the reliability needed to serve the community.
On April 24, 2025, PWA released Request for Proposal (RFP) No. 25-046 (Exhibit 1), by which it sought the services of qualified consulting firms to provide PLC programming and consulting services. The RFP was advertised on PlanetBids and proposals were received electronically via PlanetBids on May 29, 2025.
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On-Call Programmable Logic Controller Programming and Consulting Services September 16, 2025
The City notified a total of 838 regional vendors via PlanetBids, with 31 vendors downloading bidding documents. Six proposals were received and evaluated by a selection committee. Based on criteria outlined in the RFP, the following summarizes the responding firms and their ranking:
Firm City Rank
Industrial Control Systems Online, LLC
DBA ICS Online
Ripon, CA
1 KDC Inc. DBA KDC Systems Los Alamitos, CA 2
Partners in Control, Inc. DBA Enterprise
Automation
Irvine, CA
3 Aspect Engineering Group Bakersfield, CA 4
SOAP Engineering, LLC Houston, TX 5
South Coast Controls Anaheim, CA DQ
Staff recommends awarding agreements to Industrial Control Systems Online, LLC, DBA ICS Online, KDC Inc. DBA KDC Systems, and Partners in Control, Inc. DBA Enterprise Automation to provide PLC programming and consulting services on an asneeded basis (Exhibits 2-4).
Industrial Control Systems Online, LLC DBA ICS Online has served as a subcontractor for the City of Santa Ana within the past five years. Their work included providing PLC programming on the San Lorenzo Sewer Lift Station Project (Project No. 06-3510), the Well 32 Rehabilitation Project (Project No. 13-6433), and the Well 29 Improvements Project (Project No. 18-6491).
KDC Inc. DBA KDC Systems has served as both a prime contractor and a subcontractor for the City of Santa Ana within the past five years. Their projects included providing PLC programming on the SA-5 Vault Modification project, the magnetic flowmeter integration project at Well 33, and level transmitter and system integration projects at East, West, South, and Garthe Reservoir Pump Stations.
Partners in Control, Inc. DBA Enterprise Automation has served as both a prime contractor and a subcontractor for the City of Santa Ana within the past five years. Their projects included providing PLC programming and automation consulting services on the City’s PFAS Water Treatment Plant Projects at Well 40 (SA-2021-1), Well 38 (SA2022-1), Well 31 (SA-2023-2), and Wells 27 and 28 (SA-2023-1).
The proposals demonstrated the firms have the necessary capacity and expertise to complete the required services. The firms’ rates are reasonable and within industry standard, the teams’ qualifications are appropriate, and the proposals were determined to provide the best value for the City.
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On-Call Programmable Logic Controller Programming and Consulting Services September 16, 2025
All firms selected for this award are currently under agreement with the City for other consulting services and have performed quality work for the City.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.
FISCAL IMPACT
Funds are budgeted and available in the following accounts for Fiscal Year 2025-2026 and funding for subsequent fiscal years will be included in the proposed budgets for City Council consideration.
Fiscal
Year
Accounting
Unit -
Account #
Fund
Description Accounting Unit, Account
Description Amount
Contract (3-Year Term)
2025-
26 06017640-
62300 Water
Water Uty Prod & Supply,
Contract ServicesProfessional$500,000
2026-
27 06017640-
62300 Water
Water Uty Prod & Supply,
Contract ServicesProfessional$500,000
2027-
28 06017640-
62300 Water
Water Uty Prod & Supply,
Contract ServicesProfessional $500,000
Optional Two-Year Extension
2028-
29 06017640-
62300 Water
Water Uty Prod & Supply,
Contract ServicesProfessional$500,000
2029-
30 06017640-
62300 Water
Water Uty Prod & Supply,
Contract ServicesProfessional$500,000
Total: $2,500,000
EXHIBIT(S)
1. RFP No. 25-046
2. Agreement with ICS Online
3. Agreement with KDC Systems
4. Agreement with Enterprise Automation
Submitted By: Rodolfo Rosas, P.E. Acting Executive Director – Public Works Agency Approved By: Alvaro Nuñez, City Manager
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EXHIBIT 1
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APPENDIX A
CITY OF SANTA ANA
RFP 25-046 PROGRAMMABLE LOGIC CONTROLLER (PLC) PROGRAMMING AND
CONSULTING SERVICES
WELL 40 REMOTE TERMINAL UNIT (RTU) PANEL ELECTRICAL DRAWINGS & SAMPLE HUMAN MACHINE INTERFACE (HMI) SCREEN SHOTS
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AGREEMENT WITH ICS ONLINE TO PROVIDE PROGRAMMABLE LOGIC
CONTROLLER (PLC) PROGRAMMING AND CONSULTING SERVICES
THIS AGREEMENT is made and entered into on this 16th day of September, 2025 by and between Industrial Control Systems Online, LLC, a California limited liability company, DBA ICS Online (“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
1. On April 24, 2025 the City issued Request for Proposal (“RFP”) No. 25-046, by which it sought qualified consultants to provide programmable logic controller (PLC) programming and consulting services for the City’s Public Works Agency.
2. Consultant submitted a responsive proposal that was among those selected by the City. Consultant represents that it is able and willing to provide the services described in the scope of work that was included in RFP 25-046.
3. 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
At the City’s sole discretion, the Consultant shall perform the services described in the scope of work that was included in RFP No. 25-046, which is attached hereto as Exhibit A and incorporated in full, and further delineated in Consultant’s proposal, attached hereto as Exhibit B and incorporated in full.
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 Exhibit C. Consultant is one of three (3) consultants selected to provide PLC programming and consulting services under RFP 25- 046. The total compensation for these services provided by all such consultants selected under RFP 25-046 shall not exceed the shared aggregate amount of Two Million and Five-Hundred Thousand Dollars ($2,500,000) during the term of the Agreement, including any extension periods.
b. Payment by City shall be made within 45 days (forty-five) days following receipt EXHIBIT 2
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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 reasonable be expected by City.
3. TERM
This Agreement shall commence on the date first written above and continue for a three (3) year term through September 15, 2028, unless terminated earlier in accordance with Section 16, below. The term of this Agreement may be extended for up to two (2), one-year periods upon a written executed by the City Manager and the City Attorney.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant 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.
5. 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.
6. INSURANCE
Consultant shall procure and maintain for the duration of the agreement, the following insurance coverages:
MINIMUM SCOPE AND LIMIT OF INSURANCE
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Consultant shall maintain limits of insurance coverage in the following minimum amounts and shall be at least as broad as:
• 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 $1,000,000 per occurrence and $2,000,000 aggregate.
• Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code 1 (any auto), with combined single limits of $1,000,000. In the event Consultant does not maintain commercial automobile liability insurance, City will accept evidence of personal automobile insurance with existing limits, which can be lower than $1,000,000. • Workers’ Compensation (W/C): as required by the State of California, with statutory limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident, per employee, per policy for bodily injury or disease. This requirement can be waived if Consultant has no employees.
• Professional Liability Insurance (PL): with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 aggregate.
If Consultant maintains broader coverage and/or higher limits than the minimums shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
1. CGL and AL policies: City of Santa Ana, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, equipment, and personnel furnished in connection with such work or operations.
2. All required insurance policies: Insurance company(ies) agrees to waive all rights of subrogation against City, its City Council, its officers, officials, employees, agents, and volunteers for losses paid under the terms of any policy which arise from work performed by Consultant for City.
3. All required insurance policies: For any claims related to this contract, Consultant’s insurance coverage shall be primary and any insurance maintained by City, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it.
4. All required insurance policies: A severability of interest provision must apply for all the additional insureds, ensuring that Consultant’s insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer’s limits of liability.
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carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City for policy cancellation or non-renewal due to non-payment.
6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: Heidi Chou, 215 S. Center St., M-85, Santa Ana, CA 92701. The name and location of the project or event should be included in the Description of Operations section of each certificate.
Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. City may require 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.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state of California with a current A.M. Best rating of no less than A: VII, unless otherwise acceptable to City.
Verification of Coverage
Consultant shall furnish 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 Entity 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. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:
1. The retroactive date must be shown and must be before the date of the contract or the beginning of work.
2. Insurance must be maintained and evidence of insurance must be provided for at least three (3) years after completion of work.
3. 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, Company must purchase “extended reporting” coverage for a minimum of three (3) years after completion of work.
Subcontractors
Consultant shall require and verify that all sub-contractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from sub-contractors.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of City Council 22 – 88 9/16/2025
the risk, prior experience, insurer, coverage, or other special circumstances.
7. 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.
8. 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.
9. 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.
10. CONFIDENTIALITY
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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.
11. CONFLICT OF INTEREST CLAUSE
a. 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.
b. No immediate family members of either the Mayor, City Council Member, or any appointed City Official, including appointed board and commission members, as defined under the City’s Municipal Code, whose position with the City shall award or influence the award of this Agreement, or any competing contract or amendment thereof, shall be employed in any capacity by the Consultant or have any other direct or indirect financial benefit or interest in this Agreement. c. The section also prohibits the awarding of any agreement, contract, grant, or any amendment to those awards, to any former full-time employee for one-year from date of employee separation except for any CalPERS retiree as authorized by City Council resolution
d. The Consultant must comply with all conflict of interest laws, ordinances, and regulations now in effect or hereafter to be enacted during the term of this (Contract, Agreement, or Grant). The Consultant warrants that it is not now aware of any facts which conflict with the prohibitions defined above. If the Consultant hereafter becomes aware of any facts that might reasonably be expected to create a conflict of interest, it must immediately make full written disclosure of such facts to the City. Full written disclosure must include, but is not limited to, identification of all persons implicated and a complete description of all relevant circumstances. Failure to comply with the provisions of this paragraph will be a material breach of this Agreement. e. Consultant covenants that none of its directors, officers, employees, or agents shall participate in selecting or administrating any subcontract supported (in whole or in part) City Council 22 – 90 9/16/2025
by City funds stemming from the Agreement where the awarding of the subcontract has any direct or indirect financial benefit or interest to any individual, as defined in subsections (b) and (c) above.
12. 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.
13. 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.
14. 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 Consultants retained by City.
15. 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. 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 City Council 22 – 91 9/16/2025
appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
16. 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.
17. 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.
18. 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.
19. 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:
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:
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Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
To Consultant:
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.
20. 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.
Steve Scrosati, President
ICS Online
441 Doak Blvd., Suite A
Ripon, CA, 95366
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Rodolfo
Rosas
Digitally signed by Rodolfo Rosas
Date: 2025.08.28 16:21:27 -07'00'
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EXHIBIT A
SCOPE OF SERVICE
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EXHIBIT B
CONSULTANT’S PROPOSAL
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Statement of Qualifications
City of Santa Ana RFP NO.:25-046
Programmable Logic Controller (PLC) Programming
and Consulting Services
City of Santa Ana
Public Works Agency
220 S. Daisy Avenue, Bldg. A
Santa Ana, CA 92703
Document Prepared by:
441 Doak Blvd Suite ‘A’ Ripon, CA 95366
(209) 599-9775
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1 | Page
TABLE OF CONTENTS
Section Title Page #
1. Statement of Qualifications Table of Contents 1
a. Cover Letter 3
b. Agreement Statement 4
c. Firm and Team Experience (Resumes Attachment 6) 5-7
d. Understanding the Scope of Services 8-9
e. Relevant Project Experience 10-14
f. References (for more info see Attachment 3) n/a
g. Fee (Not Included, see Attachment 2) n/a
2. Scope of Services 18
3. Fee Proposal (Attachment 2) n/a
4. Certifications (Attachment 5) n/a
5. Proposer’s references (Attachment 3) n/a
6. Resumes (Attachment 6) n/a
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a. Cover Letter:
05/27/2025
To: Fallon Franklin, PE
Project Manager
City of Santa Ana Public Works Agency
220 S. Daisy Avenue, Bldg. A
Santa Ana, CA 92703
Re: City of Santa Ana RFP NO.:25-046
ICS Online Inc. has been approved integrator and working partner with the public works water groups successfully providing Industrial Control Panels, design and automation programming services for several years. In addition to the recent lift stations, well sites and pump stations that involved the current M340, Magelis, and Aveva SCADA system in the past ICS assisted Santa Ana with several older Modicon PLC several upgrades.
In addition, to programming Modicon PLC’s since the early 90’s, were I started as a Modicon sales engineer training and supporting system Integrators, specifying engineers and municipalities, I have been teaching Industrial PLC, HMI, SCADA and Industrial networking at the local junior college for over 7 years.
I believe I have a good working relationship with the City of Santa Ana water group and when I combine that with my experience with both the older PLC/HMI products and the current Santa Ana standard automation systems, I know that we can be successful at completing the upgrade projects defined in this RFP while providing training for the COSA water group operations and maintenance staff.
I personally worked on this proposal and hope to continue to support the City of Santa Ana water group any way that I can. Please feel free to call me if you have any questions or concerns.
Thank you,
Steve Scrosati, CEO
ICS Online Inc.
441 Doak Blvd, Suite A
Ripon CA, 95366
City Council 22 – 104 9/16/2025
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b. Agreement Statement:
ICS Online Inc agrees to perform work with the terms described in the Consultant Agreement in appendix attachment 4 described as the “STANDARD AGREEMENT(SAMPLE)” OF THE City of Santa Ana RFP NO.:25- 046 PROGRAMMABLE LOGIC CONTROLLER (PLC) PROGRAMMING AND CONSULTING SERVICES.
Please sample version of Agreement from pages 25-35 of RFP for reference:
City Council 22 – 105 9/16/2025
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c. Firm and Team Experience:
Firm:
Industrial Control Systems Online Inc., or ICS Online Inc. has been designing, building UL508, and Programming Industrial control systems including Instrumentation, PLC, PAC, HMI, and SCADA systems for over 25 years.
ICS was started as Panels by Olga in 1995. Panels by Olga was one of the first minority woman owned UL508A panel shops in CA. In 2000, Panels by Olga incorporated to become Industrial Control Systems Online Inc, ICS Online Inc. Experienced Engineering staff and programming were added to provide turnkey design and PLC, HMI, and SCADA programming capabilities. ICS focused on working with OEM’s to automate systems using Industrial automation controls such as PLC’s, HMI’s, VFD’s.
ICS grew quickly and is currently one of the largest UL508A control panel shops in California. We design, build and program several hundreds of control panels a year for Municipalities, Original Equipment Manufacturers (OEM), and Other Industrial Customers. We serve a variety of Industries including Water/Waste Water, Semiconductor, Alternative Energy, and Food/ Beverage.
ICS largest Industry concentration is in the Municipal Water Filtration, Distribution, and Treatment Industries. Working with our water treatment OEM’s, electrical contractors and direct municipalities we have successfully the completed turnkey PLC/HMI based Control panels and SCADA system across the USA and Canada.
ICS has been an approved System Integrator for the City of Santa Ana for at least 5 years and has worked with water department maintenance and engineering staff for more than 7 years. ICS has provided several turnkey RTU control panels where we successfully designed, built and programmed to meet the City of Santa Ana Water Department specifications and standards. ICS has continued to help the city provide new standards for documentation and automation equipment. ICS has also worked with the Maintenance to complete several onsite upgrades to PLC’s, HMI’s, VFD’s, and Programming Changes.
We have a good working relationship with the Cities OSHG System provider and have built and assisted on many startups and upgrades also.
It is our hope to that ICS Online Inc, is awarded this contract so we can continue working with the City of Santa Ana Water Department. We believe that ICS extensive knowledge and experience working with the both the Cities newer and older equipment, our successful track record, and our ability work and assist in the training and education of the maintenance staff will make ICS Online the clear choice for this project.
City Council 22 – 106 9/16/2025
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Principal Agents:
Please see attached resumes for the Principal Agent and Associate in charge.
Principal Agent / Engineering Manager: Steve Scrosati, CEO Associate in Charge / Project Manager: Alex Scrosati EE Project Team Members:
Resumes of project team members available up on request.
CFO: Olga Scrosati, Founder
Purchasing: Adriana Del Carpio
Estimators: Jacqueline Perez
Electrical Engineers: Fabiana Scrosati, Manuel Romero
Design Technician: Ruslan Mateyashchik
Automation Specialist (Programmers): Christoper Scrosati CE, Bradley Delap, Mathew Decker Production Manager: Bobby Bejaran
Parts Purchasing: Adriana Del Carpio
Lead Technician: Sebastian Gonzalez
Technicians: Areli Sandoval, Brandon Costello
Machinist: Sergio Alvarez
Lead Field Technician: Sebastian Gonzalez
City Council 22 – 107 9/16/2025
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Project Work Load:
50 20
30 Programming Work Load
Steve Bradley Matt
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d. Understanding the Scope of Services:
The City of Santa Ana is looking for consulting services for PLC and HMI programming. ICS will be able to provide these services. ICS will provide quotes for services upon request from the City. ICS will be responsible and follow all contractor responsibilities.
ICS is able to provide numerous programming services from many manufactures. ICS is able to program Modicon PLCs using Momentum, Advantys, Concept 2.6, and Eco structure Control Expert. ICS is also more than capable of programming Magelis HMI’s using Vijeo Designer.
ICS will be responsible for documenting and submitting all programming properly for the city both physically and digitally. ICS will also be responsible for ensuring code is easy to follow with annotations.
Please refer to Section 2 for additional information.
ICS will serve as an Engineering, Programming, and Training resource for the City of Santa Ana Water Operations and Maintenance Department on a per project basis.
As an example, project the city may task ICS to replace an existing Modicon Compact PLC in an existing RTU and upgrade it to a new M340 PLC with Magelis HMI. ICS would work remotely or onsite as need to complete the following tasks.
1)The city would provide information or pictures of the existing RTU with any existing documentation of the control panel design or PLC program, with a rough scope of work. ICS would provide a written estimate including a breakdown of the material and labor costs and submit it to the city. The estimate would include the cost of visiting the site to collect additional information and upload the existing PLC program. ICS would work with the City Maintenance Staff and treat the visit as training opportunity.
2) Once the information has been collected and reviewed by ICS, a virtual or onsite meeting would be scheduled to determine a schedule, operational review, to discuss adding IO to the system.
Then ICS would produce an IO list for the city’s final approval. 3) Once the IO list is approved, new preliminary set of control panel drawings will be drafted and submitted to the city for review. If additional information such as field terminations needed to be discovered, ICS could work with the city in person or remotely to collect the information. 4) The drawings would be updated, and re-submitted for approval. Once approved ICS would write the Control Description submit it for approval. The materials required for the job not provide by the city would be then purchased by ICS.
5) Once approved the ICS would program the PLC, HMI and SCADA interface. Once complete and simulated test at ICS, ICS would schedule at Factory Acceptance Test (FAT) at ICS to demonstrate the simulated function of the system. The FAT could be complete at ICS and could be witnessed by the city in person or virtually. ICS would create the FAT procedure using the control description and provide check sheets and sign off forms.
5) Once the FAT is complete, and the required materials have been received a shutdown would be scheduled, ICS could provide control wiring services or work with the city to install pre-fabricated City Council 22 – 109 9/16/2025
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and labeled control wiring, relays, and terminals along with the New M340 PLC, HMI, and Ethernet Switch.
6) Once the control wiring is complete ICS would perform and onsite IO check out with the city to confirm everything is wired and all devices are functioning properly. The IO list and approved drawings could be used to complete this portion.
7) ICS would use the FAT form to create a Performance Acceptance Test (PAT) document, the city and ICS would use this procedure and sign off forms to commission the site. 8) At commissioning, ICS would provide a binder containing all of the documentation printed as well as an electronic version to turn over to the city, including old and new PLC and HMI Programs, IO, and SCADA lists.
9) Once commission is complete, ICS could provide training to the City Operations and Maintenance staff.
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e. Relevant Project Experience:
City of Santa Ana
City of Santa Ana San Lorenzo Lift Station (2020-2023)
Worked with Leed Electric to provided Turnkey Lift Station RTU control panel build, PLC and HMI, Programming, Radio Site Survey, Control Panel FAT, IO Check Out startup and commissioning. All work was done to COSA automation standards. System controlled 3 lift station sewage pumps, with grinders.
Instruments included flow, pressure, level, and intrusion. Modicon M340 PLC with Magelis HMI. GE 900Hz radio. Coordinated and tested SCADA communications with COSA staff.
City of Santa Ana Well 29 Improvements (2023-Present)
Worked with Leed Electric to provide Well 29 Well RTU control panel build, PLC and HMI, Programming, Control Panel FAT, IO Check Out startup and commissioning. All work was done to COSA automation standards. System controlled well pumps, with valves. The system monitored Instruments included flow, pressure, level, motor vibration, intrusion, and generator/ATS Modicon M340 PLC with Magelis HMI. GE 900Hz radio. Coordinated and tested SCADA communications with COSA staff.
City of Santa Ana Well 32 Rehabilitation (2023-Present) Worked with Southern Contracting to provided Well 32 Well RTU control panel build, PLC and HMI, Programming, Control Panel FAT, IO Check Out startup and commissioning. It also included Garthe RIO100, security and communication racks. All work was done to COSA automation standards. System controlled well pump, and with valves The system monitored Instruments included flow, pressure, level, motor vibration intrusion, analyzers and generator/ATS. Modicon M340 PLC with Magelis HMI. GE 900Hz radio. Coordinated and tested SCADA communications with COSA staff.
City of Santa Ana Garthe Pump Station RTU-2 (2024-Present) Worked with Leed Electric to provided Garthe Pump Station RTU-2 control panel build, PLC and HMI, Programming, Control Panel FAT, IO Check Out startup and commissioning. It also included Garthe RIO100, security and communication racks. All work was done to COSA automation standards. System controlled reservoir level control, well pump calls, distribution pumps, with valves and hypo dosing. The system monitored Instruments included flow, pressure, level, motor vibration intrusion, analyzers and generator/ATS. Modicon M340 PLC with Magelis HMI. GE 900Hz radio. Coordinated and tested SCADA communications with COSA staff.
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Filter / WellSite Control OEM
ICS has been working with Filter / WellSite Control OEM providing turn-key RTU well site and filter control panels using Allen Bradely and Modicon PLC’s/HMI’s with SCADA interfaces for over 10 years.
WMWD Western Municipal Water District, CA (2023-2025)
Well Site and Filter Control Panel Build with PLC and HMI, Programming, Control Panel FAT, IO Check Out startup and commissioning. Instruments included motorized valves, pumps, flow, pressure, level, and intrusion. Controlled well pump VFD and Hypochlorite dosing pumps. Allen Bradley Compact Logix 5069 PLC with PanelView Plus 7 HMI. Coordinated and Programmed SCADA interface to control well pump, filter valves and Hypo Dosing.
McPhearson, KS (2023-2025)
Well Site and Filter Control Panel Build with PLC and HMI, Programming, Control Panel FAT, IO Check Out startup and commissioning. Instruments included motorized valves, pumps, flow, pressure, level, and intrusion. Controlled well pump VFD and Hypochlorite dosing pumps. Allen Bradley Compact Logix 5069 PLC with PanelView Plus 7 HMI.
Needles, CA (2023-2025)
Well Site and Filter Control Panel Build with PLC and HMI, Programming, Control Panel FAT, IO Check Out startup and commissioning. Instruments included motorized valves, pumps, flow, pressure, level, and intrusion. Controlled well pump VFD and Hypochlorite dosing pumps. Allen Bradley Compact Logix 1769 PLC with C-More HMI.
Linda County Well 17, CA (2022- 2025)
ICS provided Well Site and Filter Control Panel, Well Site MCC with ATS, Reservoir and Distribution Pump Station Control Panel, (5) Large VFD Control Panels, Distribution MCC and ATS. Build Control panels with PLC and HMI, Programming, Control Panel FAT, IO Check Out startup and commissioning. Instruments included motorized valves, pumps, flow, pressure, level, and intrusion. Controlled well pump RVS, Aeration Blower, (3) Sump Pumps, Hypochlorite generation and dosing pumps, and pressures stagging control using. Allen Bradley Compact Logix 1769 PLC with (2) PanelView Plus 7 HMI, programmed customer SCADA interface.
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Linda County Water District
Linda County Water Improvements (2024- Present)
ICS Online Inc. is providing turnkey services to upgrade LCWD Groundwater Treatment Plant PLC and associated control back panels components for Well Sites 3/4, 12/14, 15, and 16. The services will include identifying, documenting, labeling, and wiring components being used in the existing control systems. The parts and labor cost contained in the ICS proposal were determined from a worst-case IO list created by ICS based of the project specifications. The existing control panel drawings, existing Modicon Compact PLC programs, and information retrieved during the initial site visit were done by ICS Electrical Engineer which will be the Project Manager and Engineering Manager for the project. As part of this contract ICS will visit each wellsite to finalize the IO list and existing system wiring. ICS provided electrical schematics and a control description of the upgraded control system. ICS worked with LCWD Staff to finalize the hand drawn P&ID as well as a wire termination list. ICS provided new Allen Bradley PLC and HMI programs for the upgraded control system. ICS will replace the Well 16 Modicon Compact PLC in place on the current back panel. The control panel back panels at the other well sites were replaced with Factory wired and tested UL508A listed open control panels. ICS will provide engineering, programming, onsite control panel wiring, onsite IO testing, commissioning, and training.
City Council 22 – 113 9/16/2025
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San Jose Water:
Mc Laughlin Well Sites – OSHG System and NHS dosing systems (2017-2021) Provided large OSHG and NHS, storage and dosing system for several well sites on the same site, designed, built and programmed Main control panel PLC/HMI, VFD Control Panels, and SCADA interface.
PLC was Modicon M580 programmed with Unity Pro. using Function Block and Magelis HMI was programmed using Viejo Designer. PLC and HMI programs became new standard for SJ Water. PLC communicated to SCADA system via onsite RTU on ethernet and then relay via GE MDS Ethernet 900Mhz Radio to Wonderware SCADA system. HMI screens were replicated on SCADA for remote monitoring and control. ICS provided Control Description, FAT, Onsite Commissioning and Startup, and PAT.
Mountain Springs OSHG Storage and Dosing System (2017-2021) Provided large OSHG and NHS, storage and dosing system for reservoir on the same site, designed, built and programmed Main control panel PLC/HMI, VFD Control Panels, and SCADA interface. PLC was Modicon Quantum programmed with Unity Pro. using Function Block and Magelis HMI was programmed using Viejo Designer. PLC communicated to SCADA system via onsite RTU on ethernet and then relay via GE MDS Ethernet 900Mhz Radio to Wonderware SCADA system. HMI screens were replicated on SCADA for remote monitoring and control. . ICS provided Control Description, FAT, Onsite Commissioning and Startup, and PAT.
Williams Road Station (2019-2021)
Provided large OSHG and NHS, storage and dosing system for well sites and reservoir on the same site, designed built, and programmed Main control panel PLC/HMI, VFD Control Panels, and SCADA interface.
PLC was Modicon M580 programmed with Unity Pro. using Function Block and Magelis HMI was programmed using Viejo Designer. PLC and HMI programs using previously developed standard for SJ Water. PLC communicated to SCADA system via onsite RTU on ethernet and then relay via GE MDS Ethernet 900Mhz Radio to Wonderware SCADA system. HMI screens were replicated on SCADA for remote monitoring and control. ICS provided Control Description, FAT, Onsite Commissioning and Startup, and PAT.
Mc Laughlin Well Sites – Fluoride Building Storage and Dosing System (2022-Present) Provided large Fluoride storage and dosing system for multiple well sites on the same site, designed built, and programmed Main control panel PLC/HMI, life safety, and SCADA interface. PLC was Modicon M580 programmed with Unity Pro. using Function Block and Magelis HMI was programmed using Viejo Designer. PLC and HMI programs using previously developed standard for SJ Water. PLC communicated to SCADA system via GE MDS Ethernet 900Mhz Radio to Wonderware SCADA system. HMI screens were replicated on SCADA for remote monitoring and control. ICS provided Control Description, FAT, Onsite Commissioning and Startup, and PAT.
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Water Los Gatos - Inflatable Dam Control Panel and SCADA Integration (2024-Present) Provided Control system to control automatic inflatable rubber dam system. Designed, built and programmed main control panel with PLC/HMI, Blower and Valves, and SCADA interface. PLC was Modicon M580 programmed with Unity Pro. using Function Block and Magelis HMI was programmed using Viejo Designer. PLC and HMI programs using previously developed standard for SJ Water. PLC communicated to SCADA system to Reservoir RTU via GE MDS Ethernet 900Mhz Radio to Wonderware SCADA system. HMI screens were replicated on SCADA for remote monitoring and control. ICS provided Control Description, FAT, Onsite Commissioning and Startup, and PAT.
City Council 22 – 115 9/16/2025
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Onsite Hypochlorite Generation and Water Treatment OEM’s:
ICS has been worked with several Onsite Hypochlorite Generation and Water Treatment OEM’s to design, build, and program PLC/HMI based water treatment systems for over 10 years. In the last 5 years ICS has built 100’s of control panels. ICS has also programmed and assisted with startup on several systems using Allen Bradley, and Siemens PLC's and HMI.
City Of Oklahoma – OSHG and Bisulfate Storage and Dosing Systems (2023-2025) Multiple OSHG systems, Master PLC Control Panel OSH and Bisulfate Dosing and storage system. Local control panels were Compact Logix 1769 with PanelView Plus HMI. Master PLC was ControlLogix PLC with Panel View Plus HMI. PLC program was a mixture of function block per the City’s standard. The PanelView HMI were programmed to replicated the look and function of Aveva System Platform SCADA screens. SCADA interface was simulated and tested with PLC and HMI at ICS. ICS provided FAT at ICS, assisted with PAT at OEM site and will provide onsite and remote start-up City Of Gwinnett Georgia – OSHG Storage and Dosing Systems (2023-2025) Multiple OSHG systems, Master PLC Control Panel OSH Dosing and storage system, with Dilution Control system. Local control panels were Compact Logix 1769 with PanelView 5000 HMI. Master PLC was ControlLogix PLC with PanelView 5000 HMI. PLC program was programmed in ladder logic per the OEM’s standard. The PanelView HMI were programmed to replicated the look and function of Aveva System Platform SCADA screens. SCADA interface was simulated and tested with PLC and HMI at ICS.
ICS provided FAT at ICS, assisted with PAT at OEM site and will provide onsite and remote start-up Regina Canada – 2 Large Reservoir Management System
Provided Reservoir Management system for 2 large reservoirs on the same. The Main control panel was 600VAC with a 400A main circuit breaker. It controlled (14) Aerators Motor Starters, (4) Powervent VFD’s, and (4) Mixer VFD’s. Control panel had 5 interlocking sections and was UL listed for Canada.
Designed, built and programmed Main control panel PLC/HMI, life safety, and SCADA interface. PLC was Modicon M340 programmed with Unity Pro using Function Block and Magelis HMI was programmed using Viejo Designer. PLC and HMI programs using previously developed for the OEM. PLC communicated to SCADA system via GE MDS Ethernet 900Mhz Radio to Wonderware SCADA system.
HMI screens were replicated on SCADA for remote monitoring and control. ICS provided Control Description, FAT, Onsite Commissioning and Startup, and PAT.
City Council 22 – 116 9/16/2025
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ICE Company:
ICS has been working with a local company that produces and bags ICE for resale throughout the state of California for over 10 years. ICS provides 24 hour remote and onsite service for both the Milpitas and Modesto plant.
Modesto PLC Plant Upgrade Project 1(2022)
Replace Main Freezer and ICE packaging lines GE 9030 PLC and IO and 3 remote IO drops located in roof mount ICE makers. Back up GE PLC program and translate to Allen Bradley Studio 5000 software. Existing HMI was replaced with Aveva System Platform SCADA system. The SCADA PC was loaded with PLC and HMI programming software that allowed ICS to remote access to assist with trouble shooting and make additional changes. Field work included remove old PLC from existing control panels, re-wiring, replace wire labels, and install ferrules. Install new Allen Bradley 1769-L33ER PLC and 12 IO cards into existing control main panel located in freezer. Additional circuit protection, and relays and Power Supplies were added as needed. At the same time, we removed 3 Remote IO drops located in roof mount control panels. The replacement of all main PLC and 2-3 remote IO drops were completed onsite during a 3-day shutdown. We did the IO check out on the 3rd day. This was followed by 3 days of commissioning and startup.
Modesto PLC Plant Upgrade Project 2(2023)
Replace PLC ICE maker 3 Automation Direct (GE -Series 1) PLC in place. Replace Automation Direct program and translate to Allen Bradley Studio 5000 software to be added as 4th RIO drop to recently upgrade Allen Bradley 1769-L33ER PLC. Integrate into existing Aveva System Platform SCADA system. Remove old PLC wiring, replace wire labels, and install ferrules. Install new Allen Bradley Flex IO Ethernet adapter and IO cards into existing roof mount ice maker control panel. Additional circuit protection, and relays and Power Supplies were added as needed. The replacement of the 4th ICE Maker control panel remote IO was completed onsite during a 1-day shutdown. We completed the IO check out the same day. This was followed by 1 days of commissioning and startup.
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f. References: - Additional references can be provided upon request.
City of Santa Ana
Contact: Juan Ramirez
Water Services Production Supervisor
Water Resources Division - 220 S. Daisy Avenue, Santa Ana, CA 92703 O.714-647-3377|M.714.356.7244
Linda County Water
Contact: Javier Rios, P.E.
District Engineer
Linda County Water District
O: (530) 743-2481 | M: (916) 475-3339
[email protected]
San Jose Water
Contact: Ulises Ramirez
SCADA/Control Systems Developer
San Jose Water Company
1221A South Bascom Ave
San Jose, CA 95128
O: (408) 918-8295 | M: 318-5770
[email protected]
Arctic Glacier:
Contact: Frank Martin
Maintenance Supervisor
Arctic Glacier 1440 Coldwell Ave, Modesto, CA 95350
O: (800) 562-1990 | M: (209) 649-2496
[email protected]
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2. Scope of Services:
ICS will provide numerous programming services from many manufactures. ICS will document and submit all programming properly for the city both physically and digitally. ICS will ensure code is easy to follow with annotations using the City of Santa Ana standards and templates. Projects will be done on an estimate basis. These estimates will need to be approved by the city’s designated Project Manager. ICS will invoice the city on a monthly basis.
ICS will program the following Modicon PLCs as required using the (software):
1. Momentum (Concept 2.6)
2. Advantys IO (Advantys Configuration Software)
3. M340 (Ecostructure Control Expert/Unity Pro 11)
ICS will program Modicon HMI‘s using:
1. Magelis (Viejo Designer 2.6)
ICS will provide the following services:
1. ICS will document existing control circuits with no current records. ICS will be able to produce system design narratives, spreadsheets, and process flow documentation from these unknown circuits.
2. ICS will troubleshoot field existing control panels and circuits. ICS will also be able to find root issues that are affecting the current process.
3. ICS will modify and troubleshoot existing PLC/HMI programs as needed. ICS can also write brand new programs for both PLCs and HMIs.
4. ICS will provide HMI programming support. ICS can modify existing as well as create new HMI screens. ICS is also capable of troubleshooting HMI programs.
5. ICS will provide PLC technical and maintenance support such as updating firmware, testing possible failing PLC components, as well as point to point IO testing.
6. ICS will provide support for dedicated SCADA networks including ethernet. ICS will troubleshoot and solve issues with network switches and communication.
7. ICS will provide bench/FAT testing at the request of the city. Results must be approved by the city prior to field commission.
8. ICS will provide PLC programming commissioning and support as needed by the city.
9. ICS will continue to provide an ICS laptop with the required software to allow ICS to provide remote programming assistance to on call 24/7 city employees using a city provide hot spot during the project.
ICS will provide workmanship which is in compliance with all of the following codes:
1. IEEE
2. NFPA
3. ASTM
4. NETA
5. CAL/OSHA
City Council 22 – 119 9/16/2025
City of Santa Ana
220 S. Daisy Avenue
Santa Ana, CA 92703
Juan Ramirez
714-647-3377
Linda County Water Javier Rios, P.E.
(530) 743-2481
San Jose Water Ulises Ramirez
1221A South Bascom Ave
San Jose, CA 95128
(408) 918-8295
1280 Scales Ave
Marysville, CA 95901
Panel Build, Programming, Start-up
Panel Upgrade, Programming, Start-up
2024-Present
2020-Present
2017-Present
$430,341
$222,930
$352,258
Panel Build, Programming, Start-up
City Council 22 – 120 9/16/2025
Frank Martin
Arctic Glacier 1440 Coldwell Ave
Modesto, CA 95350
(800) 562-1990
Arctic Glacier
$80,848 2022-2023
Panel Upgrade, Programming, Start-up
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PERSONNEL PROFILE
Name: Steven Robert Scrosati
Title: Engineering Manager / Lead Control Systems Engineer Years of Experience: Over 30 years’ experience in control system engineering and management, of Industrial electrical control panel design, fabrication, and programming for OEM and end users in the power, chemical, semiconductor, water treatment Industries.
Education:
10/1986 - 12/1990 University of California, Berkeley, CA -BA with Major in Physics Laboratory Work includes: MRI, Custom data acquisition system, electronics, lasers, Microwave and Gamma Ray generator experiment 09/1991 - 12/1992 California State San Jose, CA - Master of Science in Semiconductor Physics (1 class and thesis short of completion) Solved Electron wave functions for FE304, work was published in Scientific Journal for Physics C. Work used applied to High Temperature Superconductor Material Industrial Components – Hands On experience, Training classes/ Certificates:
ABB – Push Buttons, Relays, Circuit Breakers, Motor Controls, VFD’s, and signal converters AC tech – VFD’s
Allen Bradley – Push Buttons, Relays, Circuit Breakers, Motor Controls, VFD’s, Servo Drives, Stratix Ethernet Switches
Allen Bradley – Micro800, Micrologix, SLC500, PLC5, PLC’s Control PAC, PV,PV+, PV Component, PV800 Rockwell – Connected Component Work Bench, RSLogix 5, RSlogix500, Studio 5000, Factory Talk View Automation Direct – Push Buttons, Relays, Circuit Breakers, Motor Controls, VFD’s, PLC’s., PAC, and HMI Cognex – Camera Controllers, Vision Training
FreeWave – 900 Mhz Industrial serial and Etherent Radios’s GE Fanuc – Series 1, 9030, 9070 PLC’s, RX3i PAC, LM 90, Proficey, IFIX32, and Robot controllers Indusoft – Web Studio SCADA software with visual basic Inductive Automation - Ignition SCADA software with My SQL Matrox – Camera Controllers Vision Training
Modicon - Modsoft, Concept, Proworks, Proworks32, Viejo Designer, Magelis HMI, So machine, Unity Pro Control Expert, Operator Interface Expert
Microsoft - Visual C++, Visual Basic, Access, Excel, Word, Power Point, SQL NTRON – Industrial Hardened Ethernet Switches
Omron – CH, CJ1 PLC’s, NJ and NX– PLC w/ Motion controllers and SQL, NX/NS HMI, Servo Drives Object Automation – Web Studio SCADA / OPC
Phoenix Contact – Signal Converters, Relays, Terminal Blocks, Ethernet Switches, Radios, PLC and HMI Redlion – HMI, PID controllers, Digital Meters, and signal converters Rockwell Automation – RSLogix5, RSLogix500, RSlogix5000, Factory View, Kinetics, Motion, RS networks, Connected Component Work Bench, Studio 5000, Factory Talk View ME and SE. Schneider Electric – S0 Machine Expert, Aveva Edge Studio, Aveva System Platform Wonderware Machine Edition, Intouch Version 7,8,9, and 10., Soft PLC, ArchestrA, Siemens - Push Buttons, Relays, Circuit Breakers, Motor Control, VFD’s, S7-200,500,1200,1500, and HMI Square D – Push Buttons, Relays, Circuit Breakers, Motor Controls, VFD’s Uticor – HMI
US Data – Factory Link SCADA
City Council 22 – 128 9/16/2025
Professional Experience:
2000-Present ICS Online Inc., Ripon CA. Engineering Manager/Lead Control Systems Engineer. Provide estimate and sales support, Manage integration team of 3-5 control systems engineers, and 2-14 electrical technicians for large plant and factory automation projects in the Power, chemical, petrol-chemical, pharmaceutical, semiconductor, water treatment, and food industries. Worked with OEM’s to designed and developed UL508A.
NBRX, and NNY control panels and SCADA systems for agriculture, food processing, semiconductor abatement, toxic gas management, energy storage, wind turbines, solar trackers, hypochlorite generation, AGV’s. Provide onsite and remote support and ongoing for existing water treatment facilities instrumentation, motor control, VFD’s, PLC’s and SCADA systems. Design and build projects for Well Site water treatment, lift stations and distribution systems for public works.
2015-2025 Yosemite Community College District, Modesto CA – Adjunct Professor for College of Technical Education. Developed and taught hands-on training of Rockwell Software on custom designed Automations Trainers with Laptops, PLC, PAC, Servo Drives, VFD’s and HMI to 5-20 students per semester. Software included RS500, RS5000, Studio 500, Factory Talk View HMI and SCADA. 1996-2000 Engineered System Integration Inc., Walnut Creek CA. Lead Control Systems Engineer. Managed engineering integration team of 2-4 control system engineers, for large plant and factory automation projects in the Power, chemical, petrol-chemical, pharmaceutical, semiconductor, water treatment, and food industries.
Includes integration of large semiconductor fab for TI, oversaw the integration of 40 bulk chemical skids with SLC504, 400 gas cabinets with GE9030’s, and 32 facility PLC’s with Siemens C5 PLC’s into 4 FIX32 HMI’s with oracle data base. Retrofitted two large Power Plants for NCPA, replaced Foxboro DCS with redundant PLC 5/80’s and 2 redundant nodes of FIX32. Retrofitted NUMMI, truck pant facility, re-programmed 30 PLC 5/40’s; add RFID readers, and Wonderware Intouch HMI and ArchestrA SCADA. 1995-1996 Aspen Timco, Benicia CA. Control Systems Engineer – Oversaw the design and fabrication of UL industrial control panels for the Chemical, Petrol-Chemical, Water Treatment, and Semiconductor Facilities. PLC programming with AB SLC 500’s, GE 9030’s, GE 9070, Modicon 984. HMI Programming Wonderware, Fix32. 1994-1995 Cal Tech Control, Livermore CA. Sales Engineer for Industrial Control Components worked with northern CA water and utility districts to develop specifications for power plants and water treatment plants using Square D, Modicon, US Data Factory Link products. Created estimates and bills of material for customers including system integrators and utility districts. Trained customers and assisted in start-ups and retrofit Modicon PLC and Squared VFD's.
1992-1994 Advanced Environmental Dynamics, Vallejo CA. Engineering Manager oversaw the electrical and mechanical design, fabrication, and installation of environmental research and production facilities including Micro- Biology Research, Pharmaceutical Production, Optical Assembly, Plant Growth Chambers, and Clean Rooms. Directly managed a CAD operator, mechanical engineer, two successfully completed designs and fabrication of large optical assembly facility for the A-1 Abrams, for the US Army. Successfully over saw the design, fabrication, and installation of over 40 Microbiology Research Chambers for UCLA, UCSD, and UCSC. Successfully over saw the design, fabrication, and installation of 3 fully automated Plant Growth Chambers for USDA at UCR.
We built and programmed control panels in house with Modicon PLC and Honeywell Controls. We design and built custom mechanical systems, including blowers, refrigeration systems, heaters, prefabricated wall systems, structural steel, automatic temperature lighting and watering systems. 1991-1992 Wafab, San Ramon CA – Control Systems Engineer, over saw the manufacturing and electrical assembly of wet etch semiconductor wafer processing equipment, including automated and automated wet benches.
Redesign circuit boards and UL listing equipment. Implemented first PLC designs PLC's and Operator Terminals. 1987 – 1991 University of California Mass Spectrometry Facility, San Francisco CA - Electronic Technician, worked to improve performance and data collection on several cutting-edge Mass Spectrometers. The lab had a dual Mass Spectrometer used in cutting edge aids research. Maintained control circuitry, power supplies, vacuum and cooling systems. I developed high voltage DC power supplies, and programmed Lab View SCADA systems.
City Council 22 – 129 9/16/2025
PERSONNEL PROFILE
Name: Alexander Scrosati
Title: Electrical Engineer / Project Manager / Estimator Electrical Engineering Project Manager:
2022 to Present: Estimates projects and panel builds. Ensures projects are meeting electrical specifications. Selecting parts based off calculations/specifications. Performs preliminary panel loading calculations for both heat and power. Handles day to day Engineering issues and tasks. Receives customer feedback for design and production.
Enforces deadlines as well as communicates goals with production staff. Manages production schedule, informs staff of changes or delays. Project planning and brainstorming.
Troubleshoot complex electrical issues in person and remotely. Solve design challenges.
Can provide Electrical Engineering consultation. Manages technicians on site. Testing and performing quality control on physical panels. Reviewing electrical schematics for quality control. Approves panels and BOM for fabrication.
Design Engineering Manager:
2016 to 2022: Responsible for the planning and design of Industrial Electrical Control systems. These systems include motor control systems, PLCs, instrumentation, variable speed AC and DC drives and electrical power distribution. Understand and design industrial panel electrical schematics. Utilizes AutoCAD Electrical to design and engineer electrical control systems, design panel schematics and layouts and assemble project drawing package research material specifications and sources for the building of the required Bill of Materials for assigned projects.
Understand and incorporate feedback from panel builder, field electricians and programmers to modify drawing package as needed. Raise questions as needed to develop a complete understanding of design intent and applicable design best practices and internal company standards. Perform Quality Control Assurance of Panel Built in panel shop. Understanding of electrical theories and principles, and writing specifications. Understanding of basic relay logic.
Wire Technician:
2010 to 2016: Assist in various operations of a UL508A Panel Shop. Review control panel layout design. Keep inventory of panel components. Maintain hardware and miscellaneous supplies on a regular basis. Assemble control panels based on AutoCAD schematics. Label components using computerized labeling systems. Review enclosures for damage. Blow out panels, finalize packaging requirements.
City Council 22 – 130 9/16/2025
Wire assembly requirements. Review AutoCAD schematics to determine, wire gauge and ferrules to be utilized during wire assembly. Measure length of distance to and from components to determine wire fabrication. Assemble all ground wires first, following AC wires and then DC wires. Strip wires to crimp ferrules and label each wire according to panel schematics using tube printer. Land each wire onto components using designated tools. All labels face up. Create wire assemblies for all control panels. Maintain a clean work area.
Hands On/Work Experience:
Troubleshooting, diagnosing, and repairing electronics Identifying electrical components and their schematic symbols Determining voltage, current, resistance and power by calculations and measurements
Operating test equipment: digital multi-meters, oscilloscopes, and AC power generators
Soldering surface mount components
DC-AC Electronics
PCB Design
Electronic Communications
Programmable Logic Controllers (PLC)
Motors
Reading and understanding specifications and schematics Design UL508A Control Panels
Estimate UL508A Control Panels
Estimate projects
Field experience in trouble shooting and installation Education:
Marshall University, West VA Mechanical Engineering Courses Modesto Junior College Industrial Wiring Courses
University of the Pacific, CA BS in Electrical Engineering City Council 22 – 131 9/16/2025
PERSONNEL PROFILE
Name: Bradley De Lap
Title: Automation Specialist
Program PLCs and Design HMI Interfaces to operate custom control systems. Create supporting documents for system operation. Collaborate directly with customers to meet deadlines and ensure correct system functionality.
Relevant Project Experience at ICS:
Needles, CA Program PLC, HMI, SCADA Interface
Well Site and Filter Control Panel Build with PLC and HMI, Programming, Control Panel FAT, IO Check Out startup and commissioning. Instruments included motorized valves, pumps, flow, pressure, level, and intrusion. Controlled well pump VFD and Hypochlorite dosing pumps. Allen Bradley Compact Logix 1769 PLC with C-More HMI.
Linda County Well 17, CA Program PLC, HMI, SCADA Interface ICS provided Well Site and Filter Control Panel, Well Site MCC with ATS, Reservoir and Distribution Pump Station Control Panel, (5) Large VFD Control Panels, Distribution MCC and ATS. Build Control panels with PLC and HMI, Programming, Control Panel FAT, IO Check Out startup and commissioning. Instruments included motorized valves, pumps, flow, pressure, level, and intrusion. Controlled well pump RVS, Aeration Blower, (3) Sump Pumps, Hypochlorite generation and dosing pumps, and pressures stagging control using. Allen Bradley Compact Logix 1769 PLC with (2) Panelview Plus 7 HMI, programmed customer SCADA interface.
Linda County Water Improvements Program PLC, HMI, SCADA Interface ICS Online Inc is providing turnkey services to upgrade LCWD Groundwater Treatment Plant PLC and associated control back panels components for Well Sites 3/4, 12/14, 15, and 16. The services will include identifying, documenting, labeling, and wiring components being used in the existing control systems. The parts and labor cost contained in the ICS proposal were determined from a worst-case IO list created by ICS based of the project specifications. The existing control panel drawings, existing Modicon Compact PLC programs, and information retrieved during the initial site visit were done by ICS Electrical Engineer which will be the Project Manager and Engineering Manager for the project. As part of this contract ICS will visit each wellsite to finalize the IO list and existing system wiring. ICS provided electrical schematics and a control description of the upgraded control system. ICS worked with LCWD Staff to finalize the hand drawn P&ID as well as a wire termination list. ICS provided new Allen Bradley PLC and HMI programs for the upgraded control system. ICS will replace the Well 16 Modicon Compact PLC in place on the current back panel. The control panel back panels at the other well sites were replaced with Factory wired and tested UL508A listed open control panels. ICS will provide engineering, programming, onsite control panel wiring, onsite IO testing, commissioning, and training.
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City Of Oklahoma – OSHG and Bisulfate Storage and Dosing Systems Program PLC, HMI, SCADA Interface
Multiple OSHG systems, Master PLC Control Panel OSH and Bisulfate Dosing and storage system. Local control panels were Compact Logix 1769 with Panelview Plus HMI. Master PLC was control logix PLC with Panel View Plus HMI. PLC program was a mixture of function block per the City’s standard. The PanelView HMI were programmed to replicated the look and function of Aveva System Platform SCADA screens. SCADA interface was simulated and tested with PLC and HMI at ICS. ICS provided FAT at ICS, assisted with PAT at OEM site and will provide onsite and remote start-up City Of Gwinnett Georgia – OSHG Storage and Dosing Systems Multiple OSHG systems, Master PLC Control Panel OSH Dosing and storage system, with Dilution Control system. Local control panels were Compact Logix 1769 with PanelView 5000 HMI. Master PLC was control logix PLC with PanelView 5000 HMI. PLC program was programmed in ladder logic per the OEM’s standard. The PanelView HMI were programmed to replicated the look and function of Aveva System Platform SCADA screens. SCADA interface was simulated and tested with PLC and HMI at ICS.
ICS provided FAT at ICS, assisted with PAT at OEM site and will provide onsite and remote start-up Education:
2022-2024 Certificate of Achievement | Industrial Electronics Modesto Junior College
Completed courses pertaining to the industrial electrical field such as PLC & VFD Programming, controls, and electrical theory with a focus on industrial maintenance.
Work Experience:
2022-2024 Industrial Electrician
ConAgra Brands | Oakdale, CA
Directly coordinated with operators and other maintenance personal to quicky troubleshoot electrical and controls issues. Performed plant PMs to keep plant equipment operational and increase MTBF.
Worked safely while following NFPA 70E guidelines.
2018-2022 Machine Operator
ConAgra Brands | Oakdale, CA
Operated various bag-in-box and canned food cooking equipment. Ensured cooking times and temperatures met all FDA guidelines. Documented all process information and anomalies. Supported management by reducing equipment downtime.
2016-2018 Fulfillment Associate
Amazon.com | Tracy, CA
Worked with others to receive incoming merchandise. Used product database to help others alleviate receive issues due to missing barcodes or Purchase Orders. Led special projects as needed to meet demands.
Hands On/Work Experience:
City Council 22 – 133 9/16/2025
Experience with automated systems and troubleshooting techniques in industrial environments. Work directly with customers to ensure needs are met. Familiar with PLCs, HMIs, VFDs, RTDs, control theory and process flows. Specializing in Allen-Bradley products. Enjoy working independently or with others in different environments.
City Council 22 – 134 9/16/2025
PERSONNEL PROFILE
Name: Fabiana F. Scrosati
Title: Manager/ Engineer Auto CAD
Work Experience:
2021 - Present ICS Online Inc.
Ripon, California Electrical Engineer
Design of control panel layout and electrical schematics in AutoCAD. Design of the Control system with different PLC families (ControlLogix, CompactLogix, MicroLogix, Modicon, Siemens, Omron and more).
Design of the Motor Control system with different VFD families (PowerFlex, ABB Controls, Yaskawa and more).
Perform of control panel electric calculations as FLA, Heat Load, UPS, Power Supply. Selection, sizing and contrast of technical sheets of control equipment following customer and UL508 standards.
Build CAD Library with dynamic blocks that allow flexibility and efficiency in the design of layouts. Revision of customer specifications to meet all design requirements. Management of the CAD department, including management of multiple projects, as-built redlines, customer red-lines, among others. Reading P&IDs, MCC, single line, electrical schematics, among others. Constant communication with the client, monitoring of project, among others. 2018 - 2019 CONTROLTEK
Arequipa, Peru Sales Engineer
Controltek was a company that develops comprehensive solutions in automation and process control in the mining industry. Being a recognized integrator of Allen Bradley and Rockwell Automation in Peru Performance in the company:
Design of control panels on the ControlLogix, CompactLogix and MicroLogix platforms with Rockwell software.
Elaboration of technical-economic proposals for the supply of engineering equipment and services.
Sizing of VFD power boards on the PowerFlex platform, direct-on-line starting and distribution boards.
Selection and sizing of control equipment.
Structure design in AutoCAD.
Revision of supplier quotation.
Contrast of technical sheets of equipment.
Reading of single-line, electrical and distribution plans. Constant communication with the client, monitoring of quotes, among others.
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2015 HIFI MICROELECTRONIC
Arequipa, Peru Sales of electronic components
Sale of microelectronic components (resistors, capacitors, diodes, transistors, logic gates, among others).
Customer service.
Stock review.
Use of replacement software.
Hands On/Work Experience:
Experience with automated systems and troubleshooting techniques in industrial environments. Work directly with customers to ensure needs are met. Familiar with PLCs, HMIs, VFDs, RTDs, control theory and process flows. I consider myself an expert in my area of work, with passion for challenges, innovation and working with the customer.
Education:
2019 ADVANCED AUTOCAD
Arequipa, Peru INFOUNSA
2019 INTEGRATION AND SUPERVISION OF CONTROL SYSTEMS
Arequipa, Peru TECSUP
2014 - 2018 Electrical Engineer
Arequipa, Peru University Catholic Santa Maria
City Council 22 – 136 9/16/2025
PERSONNEL PROFILE
Name: Matt Decker
Title: Automation Specialist
HMI and PLC Programmer, I specialize in designing, developing, and implementing control systems to optimize automated processes in various industrial settings. My role extends beyond programming to include quality control for the panels we build in-house, ensuring each system meets the highest standards of accuracy and reliability.
Key Responsibilities:
Design, program, and configure Human-Machine Interfaces (HMIs) and Programmable Logic Controllers (PLCs) for various automation projects.
Collaborate with engineering teams to develop scalable and efficient system solutions tailored to specific project requirements.
Conduct systematic quality control by comparing wiring in panels with CAD drawings to ensure compliance and precision.
Perform system testing and troubleshooting to ensure optimal performance, safety, and compliance with industry standards.
Create detailed documentation, including functional specifications, programming guides, and user manuals.
Provide technical support and training to end-users, ensuring seamless integration and operation of HMI and PLC systems.
Stay updated with the latest technologies and industry trends to continually improve system functionality and efficiency.
Work on-site and remotely to assist with installation, commissioning, and maintenance of control systems.
Qualifications:
Proven experience with HMI and PLC programming (e.g., Siemens, Allen-Bradley, Schneider Electric). Strong knowledge of industrial communication protocols (e.g., Modbus, Ethernet/IP, Profibus). Proficient in troubleshooting and resolving complex technical issues. Excellent analytical, problem-solving, and communication skills. Ability to work effectively both independently and as part of a team.
Relevant Programing Experience While at ICS:
Mc Laughlin Well Sites – Fluoride Building Storage and Dosing System Provided large Fluoride storage and dosing system for multiple well sites on the same site, designed built, and programmed Main control panel PLC/HMI, life safety, and SCADA interface. PLC was Modicon M580 programmed with Unity Pro. using Function Block and Magelis HMI was programmed using Viejo Designer. PLC and HMI programs using previously developed standard for SJ Water. PLC communicated to SCADA system via GE MDS Ethernet 900Mhz Radio to Wonderware SCADA system. HMI screens were replicated on SCADA for remote monitoring and control. HMI screens replicated on SCADA for remote monitoring and control. ICS provided Control Description, FAT, Onsite Commissioning and Startup, and PAT.
Water Los Gatos - Inflatable Dam Control Panel, PLC/HMI Programing and SCADA Integration Provided Control system to control automatic inflatable rubber dam system. Designed, built and programmed main control panel with PLC/HMI, Blower and Valves, and SCADA interface. PLC was Modicon M580 programmed City Council 22 – 137 9/16/2025
with Unity Pro. using Function Block and Magelis HMI was programmed using Viejo Designer. PLC and HMI programs using previously developed standard for SJ Water. PLC communicated to SCADA system to Reservoir RTU via GE MDS Ethernet 900Mhz Radio to Wonderware SCADA system. HMI screens were replicated on SCADA for remote monitoring and control. ICS provided Control Description, FAT, Onsite Commissioning and Startup, and PAT.
Regina Canada – 2 Large Reservoir Management System, PLC/HMI Programing and SCADA Integration Provided Reservoir Management system for 2 large reservoirs on the same. The Main control panel was 600VAC with a 400A main circuit breaker. It controlled (14) Aerators Motor Starters, (4) Powervent VFD’s, and (4) Mixer VFD’s. Control panel had 5 interlocking sections and was UL listed for Canada. Designed, built and programmed Main control panel PLC/HMI, life safety, and SCADA interface. PLC was Modicon M340 programmed with Unity Pro using Function Block and Magelis HMI was programmed using Viejo Designer. PLC and HMI programs using previously developed for the OEM. PLC communicated to SCADA system via GE MDS Ethernet 900Mhz Radio to Wonderware SCADA system. HMI screens were replicated on SCADA for remote monitoring and control. ICS provided Control Description, FAT, Onsite Commissioning and Startup, and PAT.
City of Santa Ana Well 32 Rehabilitation, PLC/HMI Programing and SCADA Integration Worked with Southern Electric to provided Well 32 Well RTU control panel build, PLC and HMI, Programming, Control Panel FAT, IO Check Out startup and commissioning. It also included Garthe RIO-100, security and communication racks. All work was done to COSA automation standards. System controlled well pump, and with valves The system monitored Instruments included flow, pressure, level, motor vibration intrusion, analyzers and generator/ATS. Modicon M340 PLC with Magelis HMI. GE 900Hz radio. Coordinated and tested SCADA communications with COSA staff.
City of Santa Ana - Garthe Pump Station RTU-2, PLC/HMI Programing and SCADA Integration Worked with Leed Electric to provided Garthe Pump Station RTU-2 control panel build, PLC and HMI, Programming, Control Panel FAT, IO Check Out startup and commissioning. It also included Garthe RIO-100, security and communication racks. All work was done to COSA automation standards. System controlled reservoir level control, well pump calls, distribution pumps, with valves and hypo dosing. The system monitored Instruments included flow, pressure, level, motor vibration intrusion, analyzers and generator/ATS. Modicon M340 PLC with Magelis HMI. GE 900Hz radio. Coordinated and tested SCADA communications with COSA staff.
Hands On / Work Experience:
State and local codes Calibration equipment
OSHA Guidelines Diagnostics and troubleshooting
3 Phase Circuitry Control systems
Data Systems Conduit Bending
Industrial Wiring Motor Controls
Wiring Layouts Electrical Installations
Education: 2023-01 - 2025-05 Associate of Science: Industrial Electrical Installation Modesto Junior College - Modesto, CA
2023-01 Associate of Science: U.S. History
Certifications
2023-04 TWIC Certificate - Government issued Maritime Port Clearance 2023-03 ERail-Safe UPRR Clearance Certificate
2024-01 CAL-OSHA Ariel Lift and Boom Lift Certification
2021-06 - 2022-12 Apprentice Electrician
A Wise Choice Electrical, Modesto, CA
City Council 22 – 138 9/16/2025
PERSONNEL PROFILE
Name: Bobby Bejaran
Title: Production Manager
Work Experience:
April 2007-to-Present: As Production Manager responsibilities include, supervision and delegating of production and shop staff to maintain production schedule also coordinate with other departments to achieve production commitment dates. Work directly with design engineers to optimize electrical control panel layouts. Facilitate smooth operations and compliance with safety and quality standards. Redline changes that occur during wire assembly phase of electrical panel builds. Ensure the various operations of UL508A and UL698 requirements are compliant. Maintain communication with shipping/receiving staff to track long lead time panel components. Maintain hardware and miscellaneous supplies on a regular basis.
Oversee complete electrical control panel build operations. Inspect enclosures, back panels, components for damage. Finalize all packaging requirements.
Maintain and generate reports analyzing, communicating and documenting control panel production. Able to test on-site in a variety of industrial facilities. Support engineers on design of UL508A standards. Test new systems and adhere to quality control procedures. Coordinate with tech team to develop integration plans and technical profiles. Train new electrical technicians on company standards and performance guidelines.
Education:
ITT Technical Institute, Rancho Cordova CA, A.A.S. Degree, Electronics Engineering Technology September 1998
Hands On/Work Experience:
Identify, diagnose, and repair electrical control systems at the highest level Work with engineers, technicians, production personnel to achieve successful product development projects
Configure and test PLCs and other control system components to ensure proper functionality Document and implement complex control system changes On-site experience with wide variety of equipment and instrumentation devices that measure, monitor, and control various physical quantities in industrial application processes DC-AC Electronics Digital Fundamentals
Solid State Devices Integrated Circuits
Electronic Communications Microprocessors and Microcontrollers Programmable Logic Controllers (PLC) Troubleshoot, Diagnose and Repair Electronics
Certified Custom Builders – Supervisor 2002/2007
Bills Drywall - Maintenance 2000/2002
RicTech Electric - Lead Technician 1998/2000
City Council 22 – 139 9/16/2025
EXHIBIT C
COMPENSATION
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City Council 22 – 142 9/16/2025
ICS Hourly services break down
Service Hourly Rate
CAD 95.00 $
Wire Tech ICS 78.00 $
Wire Tech Assist Onsite 165.00 $
Programing at ICS 125.00 $
Programing Onsite 225.00 $
City Council 22 – 143 9/16/2025
AGRX,EMf,NT WITH KDC SYSTEMS TO PROVIDE PROGRAMMABLE LOGIC
CONTROLLER (PLC) PROGRAMMING AND CONSULTTNG SERVICES
THIS ACREEM ENT is made and entered into on this l6th day ofseptembc., 2025 by and b€tween KDC lnc., a Califomia corpomtion, DBA KDC Systems, ("Consultant"), and the Ciry of Santa An& a chaner city and municipal corpoiation organized and existing under the Constitution and laws ofthe State of Califomia ("City").
RECITALS
l. On April24, 2025 the City issued Request for Proposal ("RIP") No. 25-046, by which it sought qualified consultans to provide programmable logic connoller (PLC) progamming and consulting serrices for the City's Public Worlc Agency.
2. Consultant submited a responsive proposal that was among those s€lected by the City. Consultant reprcsents that it is able and willing to provide the services describ€d in the scope ofwork that was included in RFP 25-046.
3. In undenaking the performance ofthis Agrcemen! Consultant represents that it is knowledgeable in its field and that any services performed by Consultant uoder this Agreement will be performed in compliance with such standards as may rBsonably be expected liom a professional consulting firm in the field.
NOW THERErORE, in consideration ofthe mutual and respective promis€s, and subject to the terms and conditions hercinaftcr set fo(h, the Parties agrce as follows:
I. SCOPE OF SERVICES
Ar the City's sole discrction. the Consultant shall perform the services described in the scope of work that was included in RFP No. 25-046, which is attached hereto as Erhibit A and incorporated in full, and firther delineated in Consultant's proposal, attached hereto as Erhibit B and incorporated in full.
2. COMPENSATION
a. City neither wa.naflts 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 Ethibir C. Consultanl is one of three (3) consultants selected to provide PLC progt'amming and consulting services under RFP 25- 046. The total compensation for lhese s€rvices provided by all such consultanls selected uoder RFP 25{46 shall not exceed the sharcd aggregate amount of Two Million and Five-Hundred Thousand Dollars ($2,500,000) during the term ofthe Agreemen! including any exlension periods.
b. Palment by City shall be made within 45 days (forty-five) days following receipt EXHIBIT 3
City Council 22 – 144 9/16/2025
of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set fonh in the Recitals which may reasonable be expecled by City.
3. TERM
This Agieement shall commence on the date first written above and continue for a thrce (3) year term thmugh September 15. 2028. unless terminat€d ea.lier in accordance with Section 16, below. The term ofthis Agrrement may be extended for up to two (2), one-year periods upon a w nen cxeclted by the City Manager and the City Attomey.
4. INDEPENDENTCONTRACTOR
Consultant shall, during the entire term of this A$€ement, be construed to be an independent Consultant and not a[ employee ofthe City. This Ageement is not intended nor shall it be construed to crcate an employer-€mployee rclationship, a joint venturc rclationship. or to allow the City to exercis€ discretion or control over the professional manner in which Consultant performs the services which are the subject maner ofthis Agreement; however, the sewices to be pmvided by Consultant shall be provided in a manner consistent with all applicable standards and regulations goveming such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insumnce and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
This Agrcement crcates a non-exclusive and perpetual license for City to copy, use. modifo, reuse, or sublicense any snd all cop)rights, designs, and other intellectual property embodied in plans, specifications, studies, drawings. estimates, and other documents or works of authorship fixed in any Gngible medium of expression, including but not limited to, physical d.awings 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 rcquire all subcontractors to agree in writing that City is granrcd a non-exclusive and perpetual license for any Documents & Data the subcontBctor prepares under this Agreement.
Consultant rcpres€nts and warrants that Consulhfl has the legal right to license any and all Documents & D8ta. Consultant makes no such rcprcsenlation and waranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use ofthe Documents and Data at aoy time, provided that any such use not within the purposes intended by this Agr€ement shall be at City's sole risk.
6. INSURANCE
Consuhant shall procurc and maintain for the duration of the agreement, the following insumace covemges:
MII\IIMUM SCOPE AND LMIT OF INSURANCE
5. OWNERSHIP OF MATERIALS
City Council 22 – 145 9/16/2025
Consullant shall maintain limits of insumnce covemge in the following minimum amounts and shall be at least as brcad as:
Commercirl Gererrl Lirbility (CGL): lnsurance Services Office Form CC 00 0l covering CGL on an "occu[eDce" basis, including producs aod completed operations. propeny damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence and $2,000,000 aggregate.
Automobile Lisbility (AL): lnsurance Services Office Form CA 00 0l covering Code I (any auto), with combined single limits of $1,000,000. ln tie event Contmctor does not maintain commercial automobile liability insurance, City willaccept evidence ofpenonal automobile insumnce wift existing limits. which can be lower than $1,000,000.
Workers' Compemrtioo (WC): as rcquired by the State of Califomia, wi$ statutory limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per accident, per employee, per policy for bodily injury or disease. This requirement can be waived ifVendor has no employees.
Profelsion.l Lirbility lNursrc€ (PL): with limits no less than $1,000,000 per occurence or claim, and $2,000,000 aggrcgate.
lfConsultant maintains broader coverage and/or higher limits than the minimums shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance pnoceeds in excess ofthe specified minimum limits ofinsumnce and covemge shall be.vailable to City.
Other IDsuratrce Provisio[g
The insumnce policies are to contain, or & endorsed to conlain. the following provisions l. CCL aod AL policies: City of Santa Ana, its City Council, its officers, officials. employees, agents, and volunteers arc to be covered as additional insureds with respect to liability arising out ofwork or operations performed by or on behalfofthe Consultant including materials, palts, equiprnenl and penonnel fumished in connection with such work or operations.
2. AII required insurance policies: Insurance company(ies) agrees to waive all rights of subrogation against City, its City Council, its officers, oflicials, employees, agents, and volunteers for losses paid under the terms ofany policy which arise from work performed by Consultant for City.
3. All required insurance policies: For any claims rclated to this contrac! Consultant's insurance coveoge shall be primary and any insurance maintained by City. its Ciry Council, is oflicers, officials, employees. agents, or volunteers shall not contribute with it.
4. All required insurance policies: A severability of intercst provision must apply for all the additional insureds, ensuring that Consultant's insurance shall apply separalely to each insured atainst whom a claim is made or suil is brought. except with respect to the insurer's limits ofliability.
5. Each insumnce policy required hercin shall provide that coverage shall not be canceled. suspcnded, voided, reduced in covemge o. in limits, non-renewed by the City Council 22 – 146 9/16/2025
carrier, or materially changed except after thirty (30) days prior $rinen notice has been given to Cily. Ten ( l0) days prior wdtten notice shall be provided ro Ciry for policy cancellatiort or non-rcnewal due to non-payment.
6. Certificate Holderon each Evidence oflnsurance cenificate shallbe: City ofSstrt Ar', Attetrtio!: Heidi Chou, 215 S, Cetrter St, M-85, Ssrtr ADa, CA 92701. The name and location oflhe project or event should be included in the Description of Opcrations section of each certificate.
S€ll-ID3ured Reaeotiors
Self-insured retentions must b€ declared to and approved by the City. City may require Consultant to purchase coverage with a lower retendon or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the rctention.
Acceptability of Insurers
lnsurance is to be placed with insurers authorized to conduct business in the state of Califomia with a current A.M. Best rating ofno less than A: VII, unless otherwise acceptable to City.
Verifi catioo of Coverage
Consultant shall fumish City with original Certificates oflnsurance including all required arnendatory endorsements (or copies ofthe applicable policy language effecting coverage required by this clause) and a copy ofthe Declarations and Endorsement Page ofthe CGL policy listing all policy endo.s€ments to E ity beforc work begins. However, failure to obtain the requi.ed documents prio. to the work beginning shall not waive the Contr.ctor's obligation to provide $em. City reserves the right to require complete, cedified copies ofall rcquired insurance policies, including endorsements required by thes€ specifications, at any time.
Cl.ims Made Policies
Ifany ofthe rcquired policies provide coverage on a claims-made basis:
l. The retroactive date must be shown and musr be before the date ofthe confact or the beginning of work.
2. Insurarce must be maintained and evidence ofinsurance must be provided for al least three (3) yea6 after completion ofwork.
3. lfcoverage is canceled or non-renewed, and not replaced with another claims-made policy form with a rctroactive date prior to the contract efective date, Company must purchase "extended reporting' coverage for a minimum oflhree (3) ye.$ after completion ofwork.
Subcontractorg
Consultant shall rcquire and leriry that all sub-contractors maintain insurance meeting allthe requirements stated hercin, and Consultant shall ensure that City is an additional insurcd on insurance required from sub-contractors.
Specirl Risks or Circumstances
City reserves the righi to modi! these requirements. including limits, based on the nature of City Council 22 – 147 9/16/2025
the risk. prior experience. insurer. covemge, or other special circumstances
7. INDEMNIFICATION
Consultant agrees to defend. and shall indemnify and hold harmless the City, its ofiicers, agents. employees. contractors, specialcounsel. and representatives from liability: (l) for personal injury. damages. j ust compensation, restitution. j udic ial or eguitable reliefarising out of claims for personal injury, including death. and claims for propeny damage, which may arise from the negligent operations ofthe Consultant, its subcontractors, agents, employees. or other persons acting on its behalf which relat€s to the serv ices described in section I of this Agreemenr; and (2) from any claim that personal injury, damages, just compensation, restitution. judicial or equitable rclief is due by reason ofthe terms of or effects arising from this Agleement. This indemnity and hold harmless agrcement applies to all claims for damages, just compensation, restitutiorLjudicial or equitable reliefsuffered, or alleged to have been suffered, by rcason ofthe events referred to in this Section or by reason ofthe terms of, or effects, a sing from this Agreement. The Consultant funher agrees to indemnifr, hold harmless. and pay all costs for the defense ofthe City, including fees and coss for special counsel to b€ selected by the City, regsrding any action by a thind parly challenging the validity of $is Ag€ement, or ass€rting that personal injury. damages, just compensation! restitution, judicial or equitable reliefdue to personal or property rights arises by reason of the terns of. or effects adsing from this Agxeement. City may make all r€asonable decisions with respect to its representation in any legal proceeding. Norwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, lhe above indemnity shall be limited, to the extent rcquired by Civil Code Section 2782.8, to claims that arise out of. pertain to, or relale to the negligence, re-cklessness, or willfirl misconduct ofthe Consultant.
8. INTELLECTUALPROPERTYINDEMNIFICATION
Consultant shall defend and indemnify the City. is officers, agents. rcpresentatives. and employees againsl any and all liability. including costs, for infringement of any United States' letters patent. fademark, orcopyright infringement. includingcosts, contained in the work product or documents provided by Consultant to the City pursuant to this Ageement.
9. RECORDS
Consultant shall keep records and invoices in conneclion 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. expenditurcs, and disbursements charged to the City for a minimum period of three (3) years. or for any longer period requircd by law' from the date of final payment to Consultaot u.der this Agreement. All such records and invoices shall be clearly identifiable. Consulta shall allow a representative of the City to examine, audit. and make transcripts or copies ofsuch records and any other documents created pursuant to this Ag.eement dlring rcgular business hours. Consultant shallallow inspection ofall wo . data, documents, proceedings, and activities related to this Agrcement for a p€riod ofthrec (3) years fiom lhe date offinal payment ro Consulunt under this Agreement.
IO. CONFIDENTIALITY
City Council 22 – 148 9/16/2025
If Consultant receives fmm the City information which due to the nature of such information is reasonably understood to be confidential and./or proprietary, Consuhant agrees that it shall not Ilse or disclose such information except in the performance of this Agreement, and further agres to exercise the same degree of care it uses to protect its own information of like imponance. but in no eveot less than reasonsble carc. "Confidential Information" shall include all nonpublic information. Confidential information includes not only writen information, but also information transfened orally, visually, elecnonically, or by other means. Confidential information disclosed to eiiier party by any subsidiary and/or agent ofthe other party is covcred by this Agreement. The foregoing obligations ofnon-use and nondisclosuE shall not aPply to any information that (a) has been disclosed in publicly available sources: (b) is, through no fault ofthe consultant disclosed in a publicly available source; (c) is in rightful possession ofthe Consultant without an obligation ofconfidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without rcference to informalion disclosed by the City.
I I. CONFLICT OF INTEREST CLAUSE
a. Consulta covenants lhat it presently has no interests and shall not have intercsts, direct or indirecl which would conflicl io any manner with performance of services sp€cifi€d under this AgrEement.
b. No immediale family members of either the Mayor, City Council Member, or any appointed City Olficial, including appoinred board and commission membeE, as defined under the City's Municipal Code. whose position with the City shall awad or influencc the awsrd of this Ageement, or any competinS contmct or amendment thereof. shall be employed in any capacity by the Consultant or have any other direct or indircct financial benefit or inter€st in this Agre€ment. c. The s€ction also prohibits the awarding of any agleement. contract' gnnt, or any amendment to those awa.ds, 10 any former full-time employee for one-year fiom date ofemployee separation excepl for any CaIPERS retiree as authorized by City Council rcsolution
d. The Consultant must comply with all conflict of interest laws, ordinances, and regulations now in effect or hereafter to be enacted during the term ofthis (Conrract, Agrcement, or Cranl). The Consultant warrants that it is not now aware of aly facts which conflict with the pmhibitions defined abore. Ifthe Consultaot hereafter becomes aware ofany facts that mighl reasonably be expecrcd to c.€ate a conflict of interes! it must immediately make full wrinen disclosure of such facts to the City. Full wrinen disclosure must include, but is not limited to, identification of all persons implicated and a complete description of all relevant circumstances. Failure to comply with the pmvisions ofthis paragraph will be a material breach ofthis AS.eement. e. Consultant covenants that none of ils directors. officers, employees. or agens shall panicipate in s€l€cting or administrating any subcontract supported (in whole or in part) City Council 22 – 149 9/16/2025
by City funds stemming ftom the Agreement wheE the awarding of the subcontract has any direct or indirect financial benefit o. interest to any individual. as defined in subs€ctions (b) ard (c) above.
12. NON.DISCRIMINATION
Consultant shallnot discriminate because ofrace, color. creed. religion. s€x, marital status, sexusl orientation, gender identity, gender expression, gender. medical conditions, genetic informalion. or military and veteran status. age, natioml origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training. urilialion, promotion. termination or other employment related activities or any senices provided under this Agr9ement. Consultanl affirms that it is an equal opponunity employer and shall comply with all applicable federal, state and local laws and regulations.
I3. EXCLUSIVITY AND AMENDMENT
This Agreement represems the complete and exclusive statement between the City and Consultant, and supersedes any and all olher agrcements, oral or \4riften, b€tween the parties. ln the event ofa conflict between the terms ofthis Agreement and any attachments hergto, the terms ofthis Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized rrpresentative ofconsultant. The panies agree that any terms or conditions of any purchase order or other instrument tiat are inconsistent with. or in addition to, the terms and conditions hereof, shallnot bind or obligate Consultant orthe City. Each pany to this Agreement acknowledges that no representations, inducements, promises or agrcements, omlly or otherwise, have been made by any pany, or anyone acting on behalfofany party, which is not embodied herein.
14. ASSIGNMENT
lnasmuch as this Agreement is intended to secure the specialized services of Consultant.
Consultant may not assign, transfer, delegare. or subcontracl any interest herein without the prior wrinen consent ofthe City and any such assignmenl aaDsfer, delegation or subcontract without tie City's prior written consent shall be considercd null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which arc the subject lo this Agreemenl performed by City personnel or by other Consultants retained by City.
I5. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination. ln such event. Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to rcceipt of such notice ol termination. subject to the following conditions:
a. As a condilion ofsuch palment, the Executive Director may require Consultant to deliver lo the City all work product(s) completed as ofsuch date, and in such case City Council 22 – 150 9/16/2025
such work product shall be the propeny ofthe Ciry unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
Payment need nol be made for wo.k which fails to meet the standad of performance specified in the Recitals ofthis Agreement.
16. wAtvER
No waiver of brcach, failure of any condition, or any right or rcmedy contained in or granted by the provisions ofthis Ag.eement shall b€ effective unless it is in writing and signed by the pany waiving the breach, failure, right or remedy. No waiverofany breach, failure or right, or remedy shall be deemed a waiver of any other brcach, failure, right or remedy, whaher or not similar, nor shail any waiver constitute a continuing waiver unless the writing so specifies.
11. JURISDICTION - VENUE
This Agrcement has been executed and delivered in the State of Califomia and the validiry, interpretation. performance. and enforrement of any of the clauses of this Agrcement shall be determined and govemed by the laws of the State of Califomia. Both parties further a$ee that Orange County, Califomia, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason ofthis Ageement.
I8. PROFESSIONALLICENSES
Consultant shall, throughout the t€rm ofthis Agreement, maintain all necessary licenses. permits. approvals, waivers, and exemptions necessary for the provision ofthe services hereunder and required by the laws and regulations ofthe United States, the State of Califomia, the City of santa Ana and all other govemmcntal 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 ofthis Agreement.
19. NOTTCE
Any notice, tender. demand, delivery, o. other communication pursuant to this Agreement shall be in writing and shall be deemed ro 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 pe$ons:
To City:
City Clerk
City of Sarr. Ana
20 Civic Ceoter Plazs (M-30)
P.O. Box 1988
sanra An4 cA 92702-1988
Fa"\t 714- 647-6956
b.
City Council 22 – 151 9/16/2025
With cou(esy copies to:
Executive Dtector, Public Works Agency
City of Santa Ana
20 Civic Center Plaa (M-21)
P.O. Box 1988
Santa Ana. Califomia 92702
To Consultant
Ben Ma(in. CFO
KDC Systems
4462 Corporate Center Drive
Los Alamitos. CA, 90720
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. communicatioo shall b€ 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, communicstion shall be effective or deemed to have been given twenty-four (24) hours affer the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above, For purposes ofcalculaling these time frames, weekends, federal, state, County or City holidays shall be excluded. 20 MISCELLANEOUS PROVTSIONS
a. Each undersigned represens and warrants that its signature herein below has the power, authority and righr to bind their respective panies ro each ofthe terms of this Agrcemem, and shall indemniry City fully, including .easonable costs ard attomey's fees, for any injuries or damages to Ciry in the event thar such authority or power is not, in facl held by the signatory or is witfidmwn. b, All Exhibits referenced herein and attached hercto shall be ircorpomted as iffully s€t forth in the body ofthis Agreemcnt.
City Council 22 – 152 9/16/2025
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above wrinen.
ATTEST: CITY OF SANTA ANA
Jennifer L. Hall
City Clerk
Alvaro Nufiez
City Maoager
APPROVED AS TO FORM:
SONTA R. CARVALHO
City Attomey
KDC
City Attomey
RECOMMENDED FOR APPROVAL:
Rodolflo Rosas, P.E.
Acting Executive Direclor
Public Wo*s Agency
Rodolfo
Rosas
Digitally signed by
Rodolfo Rosas
Date: 2025.08.28
16:23:08 -07'00'
City Council 22 – 153 9/16/2025
C:lrY OF SANTA ANA
RFP NO.: 25446
PROGRAMMABLE LOGIC CONTROLLER (PLC) PROGRAMMING AND CONSULTING SERVICES
SCOPE OF WORK
A. INTRODUCTION AND BACKGROUND
The City of Sanla Ana is located in the County of Orange in Southem Califomia. The City encompasses 27.2 square miles and a population over 310,000 people. 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 of Santa Ana's water system is comprised of approximately 478 miles of water main, 45 MG of storage at Iive (5) sites, seven (7) MWD conneclions, 21 goundwater wells, seven (7) pump stations, four (4) pressure regulating stations and utilizes two (2) pressure zones.
The City of Santa Ana Public Works Agsncy Water Resources Division is soliciting proposals from qualified industrial firms to provide human machine intertace,operator intorface terminal (HMUOIT) and programmable logic controller (PLC) programming and consulting services. The City shall select one or more flrms to provide these seMces. lt is lhe Citys intention to establish a small group of qualified contractors that will be asked to quote on individualjobs presented by the City.
B. CONTRACTOR RESPONSIBILITIES
The Contractor shall pmvide all labor, materials, services, and equipment necessary for the completion of the work entailed hereln- All work shall be in accordance with applicable trade practices, workmanship, meet waranties and shall conform to all applicable laws, codes and regulations. Business hours are considered from 7:00 A.M. to 5:00 P.M. (Monday through Friday). Any lime outside of business houG of operation may b€ considered after hou.s/weekend s.
All work will be scheduled upon contirmalion of scope and cost and completed within the lime agreed upon for each specilic item of work. The ConlIactot may not begin \,vork before receiving a writlen Notice to Poceod by the City's Project Maoager. All services, equipment and mate.ials pmvided by the Contractor must be in accordanco with all applicable Federal, State and local regulations, laws, and mdes.
C. SCOPE OF SERVICES
The Contraclor shall pmvile programmable logic controller (PLC) programming seMces and integration on the various water resource facilities within the City of Santa Ana. The Conlraclor must be proficient in writing PLC programs lor Modicon PLCS using Momentum, Advantys.
Concept 2.6 and E@struxure Contlol Expert (formerly known as Unity Pro). The Conlractor must also be proficient in writng HMUOIT pmgramgscreens for l\ragelis HMls using Vijeo Designer.
The Contraclor must docurnent all HMI/OIT and PLC programming done for the City and must povide digital and printed copies of the programs writter. Programming pe.formed by the Contractor must have suftcient annotation lo allow the Water Poduction slaff and engineers to follow the logic of the ffiften program.
Cily of Santa Ana RFP 2ffi
Prog.amrn*t6 Logic Cq roll€r (PLe) Programmiry and Con8dling Sorvbss page is
City Council 22 – 154 9/16/2025
CITY OF SANTA AIiIA
pR.cMMMABLE Loclc coNrRo[ESF(5Lt?riHff *r,*u o"D ..NSULTNG .ERVT.ES To meet tho goab of hb projecl, th€ Corcultant,s primary otjectjv€o are as tullows:
'r. rnve.ligato and doqJnent existirE cor{ror circu s for whidl no docurnentarion or outdaled docurn€fltatibn exists. lrdudirE: i. Systan design rEnatives ii. pmgramming pDcess florv &c{rrnentalion
iii. Coordinalion spEadshods
2' Troubrsshoot sxisring contor ciruits to herp ide iry root p'ouefiE afieciing the oonror process
3. Provide PLC prDgramming support induding: i. Altering existirE pLC programs ii. Wdtlng new PLC pmgrams
iii. Trcubleshooting existing pLC programs
4. Provide human machin€ interface/operator interfaco terminal (HMl/OlT) support; this includes:
i. Adding or altering ner,\, HMI/OIT screens ii. WritirE new HMI/OIT programs iii. Tloubleshooting existing HMUOTT pograms
5. Povkle PLC rnainlenance support which inctudes: i. Updating firmware ii. Tasting of suspod PLC comporEnts
iii. Polnt b poirn wdfication of signal wires lo oonfirm the input/ouFut sbnals ar€ Eaching the PLC
6. Povide supporl for d€di:ated SCADA NetulorUEthemet Net\^ork includirE: i. TmubleslDotirE nehvDrk sy€tem prDgrams ii. Problem resolutbn of all s/vitches and nelt ork communications To ensure trlat n6w.PLC prcgrams are corEistent with fonner/exislirE pLC programming logic, y!9! reguest from the City, the Contrac{or shall perform bench testingffactory icco ar;s t;si !ffr) 9f tF ryw PLC pograms under the witness of a City Represeritauve it ttre Conrraois facility in a lab onvironment. prior to field commissioning, th; city must approve the rssults of th€ bench tesi/FAT. PLC pmgramming.and 6erd commissioning' support, as oescriueo uy ttris Request lor Proposal, are other critical tasks that are necessary-to nieet pojea obieAives. ' D. CODE COMPLIANCE
All.mal€rials.and workmanship shall be in strict conformity with standards of the latest editions including revisions of the ,ollowing:
. lnstitute of Etectricat and Etectronics Engineers (IEEE) . National Electricat Code (NEC) standards
City of Sanb Ana RFp 2 46
Programmable Logc Cmtrotter (PLC) programming a
nd Consulting Seryices
City Council 22 – 155 9/16/2025
CTTYOF SANTAA A
'R.cRAMMABLE
Locrc coNrRoLLE[t5$i;i3tff^rMrNc AND coNsuL.NG sERVTcES . Nationat Fire Proteclion Agency (NFPA)
. American Society of Testing and Materiats (ASTM)
. Intemational Et€c{ricat Testing Association (NETA)
. State Dgpartment of trdustriat Safety (CAUOSHA)
E. PROJECT IIANAGEUENT AND COORDINANON
wh€n a requesr for service is issued to the city, the contractor shall issue an estimate to the City's designated Poject Manager. The Contraclor shall not p.ceed with any r,rrcft withoui the approval of the City's designalsd pmjecl manager.
contractors shall invoice the city on a rnonthly basis for all r ,ork performed during the period or provide a one-time invoice at the completion of uork issu€d. Each invoiA sh;ll be accompanied by a summary of tasks performed, @nlract agreement number, results and pogress on long-term tasks if any.
F. VALUE ADDED RELATED SERVICES
Lh. .9lt "dot may pmpose additbnal retated services that the City has not spscmcally idenffiod in this RFP lo accomplish the stated goals of this RFp. Value aOaeO refai; seMces will be considered by the City and may or may not b€ iflcorporated in the sgreement.
All parts and materials must be supplisd new and factory approvad.
G, SUBCONTRACTORS
H
The use of SubcontractoB is allowed. tut will requhe approval by City prior to stai of any assigned work. Upon commencemsnt of work, the Contraclor shall bs responsible for seMces provided by any subcrotraclor as if Contractor were providing the seMces with its own organi?ation. When a Subcontractor performs all or any part of ihe !'ork, a markup shall be applied to the Subcontracto/s aclual cost of such work. The Contractor may add a markup of '10 percent on the first $5,000 of the subcontracted portion of the extra work;nd a markup;f 5 percent on work added in excess of $5,000 of the subcontracled porlion ofthe $/ork.
MARKUP
The following markup percentages shall be added to the Contractot s costs and shall constitute the markup for all ovorhead and profits (to the sum of the msts and markups, one (1) percent shall be added as compensation for bonding):
1)
2)
3)
4)
20 '15
15 Labor........,..........................,...
Ma|eria|s..................................
Equipment R6nta1..............,.....
Other ltems and Expenditures.
I. MINIMUM QUALIFICATIONS
City of Sanl,a Ana RFp 25{46
Prcgrammaue Logb Cont olha (PtC) Programmlng and Consulling S€rvbes
City Council 22 – 156 9/16/2025
CITY OF SANTA ANA
RFP NO,: 25+16
PROGRAMMABLE LOGIC CONTROLLER (PLC) PROGRAMMING AND CONSULTING SERVICES The Contractor shall meet the following minimum quatifications
1. All worft is lo be performed in compliance with all applicabte codes, ordioances, laws, standards, due care, and Occupational Safety and Health Administration (OSHA) safety requirements.
2. The Contractor shall have a minimum of five (5) years of experience in providing SCAOA network PLC programming services.
3. The Contractor shall possess state and local permits, licenses and certmcates required by law to commence, carry, and complete the work.
4. Provide all necessary equipment to competently perform and complete wo* as specified.
J. SAFETY
Proposer shall be solely and completely responsible for the condition of the project site, including safety ol all persons and prot€rties during the performance of the work- ln addition, proper safety equipment musl be wom at all times. These requirements shall apply mntinuously untilthe contract is terminated and shall not be limited to normal working hours.
The Conlractor/Consuhant shall assure that each employee or subcontElctor und€r the contEctor's supeMsion is trained an the riork praclic€s necessary to safely perform his or her job.
The successful bidders shall fumish 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. Contracto(s) shall keep a cunent certificate of insurance at the City of Santa Ana at all times and shall immediately report any changes to the Cily.
L. FEE SCHEDULE
Contractor shall submit a fee schedule as describ€d in Section lV.B.3 of RFP, No separately stated freight or deliveries will be considered. Bidders shall include all costs in the unit price bid.
Furthermore, the Contractor shall submit additional labor, material and rental equipment rates along with fee schedule. Contracto/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 Contractor. The City may request related services that will be paid at the vendor's standard labor and equipment rale submitted. Fee proposal shall be outlined as follows:
Cily of Sania Ana RFP 25-048
Programmable Logic Controller (PLC) Programming and Consulting Services page 18
K. INSURANCE REQUIREMENTS
City Council 22 – 157 9/16/2025
CITY OF SANTA ANA
RFP NO.: 25446
PROGRAMMABLE LOGIC CONTROLLER (PLC) PROGRAMMING AND CONSULTING SERVICES -.End of SCOPE OF WORK Section--
ctty of santa Ana RFP 25-046
Prcgrammaue Logic Controlle. (PLC) Programming and ConBulting Servbes page ,19
City Council 22 – 158 9/16/2025
Q xoC Slnstems
An E Con Company
RFP 25-045
PROGRAMMABLE LOGIC
CoNTROTLER (PLC)
PROGRAMMING AND
CONSULTING SERVICES
Statement of qualification
PREPAREO FOR THE CITY OF
SANTA ANA
PROPOSAT tD - 2251025
fl
City Council 22 – 159 9/16/2025
€ xac slestem.s
At EllCoB Conpan!
KOC Systems
4462 Corporate Center Drive, Los
Alamitos, CA 90720
f , 7 1 4AU.2300 F. 7 1 4.236.2291
wwwkdc-systems. com
May 2& 2025
Attentioni Fallon Franklin
subiect: Programmable Logic Controller (PLC) Programming and Consulting Services Mr. Franklin,
KDC Systems is pleased to submit the following Programmable Logi. Controller (PLC) Programming and Consulting Servi€es. Our understanding is the City of Santa Ana is looking for a System lntegrator to act as a partner in designing, building and maintaining their water production process control systems.
(DC Systems was founded in 1985. Today, we are one ofthe la.gest and most trusted control systems-integrators in california. we are bas€d in Los Alamitos, california.
KOC Systems is the systems group within KDC lnc. XDC was tounded in 1950. lt is among the largest Electrical Contractors in Southern California with over 150 employees. KDC Systems / KDC work out of a 50,000 sq ft facility in [os Alamitos california, € xoc systams
l2
An E*1C08 Comwny
1-
i/2
E
:.
t..
City Council 22 – 160 9/16/2025
=
KDC Slatems
An EHC0i Conqnt
KDC Systems is one ofthe few system integratorsthat self-pedorm all aspects ot control system projects, without any need for sub-contractors. For customert this means a fully coordinated and inte8rated project with a sin8le point of contract for warranty and tollow ups. By eliminatinS the gaps that can appear between contractors, we increase the overall quality of the project.
our customers are primarily in process industries includang Water, Biotech, food and Beverage, and Pharmaceuticals. Our customers have included the City of Los Angeles, Orange County Sanitation District, Orange County Water District, Los Angeles County Sanitation District, lrvine Ranch Water District, numerous other water districtt LAX, Genente€h, Amgen, Allergan, and Skechers.
The benefits of working with KDC Systems include,
Local support - all our employees are based in Southem california.
A Financially and operationally stable Partnet - We combine the flexibility of a small, local company with the stability of an industrygiant. We have very low employee turnover.
An Experienced Team - 3Ol Years of project experience
A full-Service Port olio - We can desiSn, build, install and commission your system (see Section 3)
A oeep Pool ot skilled Entineers - As illustrated below (Sedion 2.1) our team has a diverse set of skills and experience.
scalability - We are uniquely capable of scaling up to meet project needs We do this by combining our efforts with our sister EMCOR Companies.
KOC Systems currently has 17 employees who work for our Los Alamitos Office we are a whollv owned subsidiary of EMCOR Group lnc. EMcoR (NYSE - EME) i5 a leader in mechanicaland electrical construction in the United States, Canada and Great Britain. EMCOR has annual sales of S14.59. lt consists of 100+ Operating Companies and has 38,000 employees EMCOR is listed on the NYSE.
€ xac srlsoems
PaB€ I3
City Council 22 – 161 9/16/2025At EltCoR conpany
€ xoc
AnE Con Conpan!
Our Business Development Executive, Mr. James Wede.field, will be responsible for neSotiating the terms of the contract and should be the main point oI contact concerning this qualification.
James Westerrield
Businers Development Executive
KDC Systems
4462 Corpor.te Center Drive
Los Alamitos, CA 90720
Oirectr (561)513"8105
Fax: (714)434-2390
Email: iwesterf [email protected]
(DC Systems is contident we can provide the City of Santa Ana with the level of professional service you require.
Regards,
Ben Martin
cFo
KDC lnc.
€ xac slestans
City Council AoE Coe Conpany 22 – 162 9/16/2025
€ xac srteme
AnE COA Conpany
1 2 FrRM ANO TEAM EXPERtENCE.....................
2.1. key Personnel
2.2, PanelFabrication
2.3. TrainingRoom............
2.4- Factory Acceptance Testing & Metrology Lab
2,5. On Going Support
3. UNDERSTANDING OF NEED
3.1. UnderstandingofScope.......
3.2. AnticipatedApproach..........
3.3. Specialconcerns..................
4. RELEVANT PROJECT EXPERIENCE....,,,,
4.1. OCWD, Wells 27 & 28 PFAS Treatment Systems.......................................
4.2. lRwD, Michelson water Recycling Plant, giosolids and Energy Recovery
4.3. City of Santa Ana SA-5 Vault Modifications...
4.4. Olivenhain MWD - Pl-C Replacement Project
6 6
8 8
8 9
9 10
10 t2
13 L4
14 15
16 77
18 18
18 19
19 20
20 5.1.
5.2. 5.3.
5.4. 5.5.
6. REFERENCES..
Project Kickoft............
Design Phase...,..........
Bulld Phase.................
TestinB and Commissioning Phase.,...........
Project Closeout.........
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1. AGREEMENT STATEMENT
KDC Systems has reviewed the standard agreement supplied with the RFP and doeg not have any concern5.
2. FIRM AND TEAM EXPERIENCE
KDC is a Full-Service System lntegrator. We have the skills to take your project from concept all the way through commissioning and startup. we can then provide all the services you will need to maintain your system.
XDC Svstems is primarilv focuged on the Water and Wastewater lndustries. We have conducted hundreds of projects for public agencies. These projects range from smaller l&c projects through large turn-key projects. (10,000+ lO points) Being a part of EMCOR brings many advantages to our customers. KDC Systems has an op€rational stability that is unusual for a Systems lntegrator. This stability is evidenced by the long-term tenure of our employees. lt makes us a reliable pannerforthe long term.
Another benefit of being EMcoR, is that we have a network of sister companies. This provides us with the opportunity to scale up to meet project needs.
We offer the following services:
System Design
Conceptual Design
Automation Technology Selection
Existing System Analysis
Customer Requirements Analysis
Specif ication Documentation
Detailed Design
ElectricalDesign
Automation Architecture
lnstrument Specif icatlo'l
Network Desi8n
Functional Design
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System Suild
PLC Programming
DCS ProSramming
Network Configuration
Server guild, Setup and Configurdtion
HMI/ OIT Programming
MES lntegration
Test Protocol Development
System Documentation
Panel Fabrication
UtS08A / Ut-698listed panel shop located in Los Alamitos System Commissionlng
System lnstallation
Stanup Asslstance
Test Protocol Execution (FAT/FDT/SAT/ORT)
Operator T.aining
Support Services
On call Emerg€ncy Support
Scheduled service calls
Maintain Test Platform
Software / Firmware Updates
KDC Systems is committed to providing the highest quality services to the City of Santa Ana.
Our inteotion is to form a team specifically dedicated to supporting your design, project and suppon needs.
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2.1 . Key Personnel
KDC Svstems would assign the following team to suppon the City of Santa Ana:
Our philosophy is to have a group oI engineers familiar with a supponed facility. All assiBned Engineers will familiarize themselves with City of Santa Ana engineering standards and facilities. All team members are locally based and work from our facility in Los Alamitos see RESUMCs - APPENDIX A
2.2. Panel Fabrication
KDC Systems operates a 1OOO square foot UL508A / UL-698listed PanelShop. This is located within our headquarters in Los Alamitos.
Building our own panels enables close collaboration between our en8ineering team and our fabrication team. Engineers supervise the fabrication of their panels and can also support testing. We build panels ofthe highest quality and generally exceed our customers' expectations. References are available.
2.3. Training Room
KDC Systems has built a Training Room at our headquarters in Los Alamitos. This facility is idealfor providing customer training. we also use this facilityfor Design Workshops. € xrc srotams
Ed (arimierski
PRIMARY COI,IIACT
Gr.3 E.o
EnSins ll Engineer ll
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2.4. Factory Acceptance Testing & Metrology Lab
This Lab is used for conducting Factory Acceptance Tests. This Lab is also used to house Test Systems for supported customers.
2.5. On Going Support
KDC Systems is commifted to supporting the City ofSanta Ana for the next 5 years and beyond. Here are some additional services, which may be ofvalue to the City ofSanta Ana.
2.5.1. EmergencySupport
l(DC Systems can provide on-call suppon. We can contractually commit to getting an engineer on-site within a specified time frame in the case ofan emergency.
2.5.2. Scheduled Service Calls
Firstly, we will meet with the City of Santa Ana and discuss the performance ofthe system. This would be the forum ror raising minor/ nonrmergency issues. These meetiogs would also be used for planninS future upg.ades and small maintenance project5.
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We can contractually commit to schedule regular service calls. The purpose ofthese calls is two-fold.
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Secondly, KDC Systems would use this service call to review system logs to detect emerging issues. Special attention would be paid to alarm logs. Recurring alarms can be indicative of an emerging problem which needs attention. Alternatively, they may indicate an alarm that needs to be tuned or reprogrammed. KDC envisions working with City of Santa Ana to reduce the volume of nuisance alarms generated and 'rationalize' the system alarms.
2.5.3. Software Updates / Patches
XDC Systems can contractually monitor all city control automation software and firmware for updates. Software Updates will be applied at regular interva15 (such as quarterly). ln the case of emergencies (e.g. Security patches) we will notify the city of Santa Ana and expedite the installation.
Firmware upgrades v,/ill be applied as agreed with City ol Santa Ana
3. UNDERSTANDING OF NEED
3.1 . Understanding of Scope
3.1,1. Control System Design Services
Control Panel Design
KDC Systems will be available on .equest to provide control panel design services. l(DC Systems has been in business for 30+ years and during this time we have designed 1000's of panels.
We have developed drawings based on customer preferences. We will adhere drictly to the Santa Ana conventions and standards.
We will be available, upon request, to conduct field investigations. Our field technicians and enSineering staff can work in tandem to rectify inco.rect documentation.
Sample Drawings from past projects are available on request, =
KDC S,€tattts
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3,t.2. Programming
KDC Systems will be available to provide programming support for Modicon Momentum PLCS along with MaBelis and Unitronics HMls.
KDC Systems has experience programminS Modicon Momentum PLG usinS both Concept and Unity soltware packages. We have also used Vijeo Designer to program Magelis OlTs.
KDC Systems has experience of deployinS and confiSuring ABB Orives.
We appreciate the importance oftagging and coding conventions. We have conducted hundreds ot projects and have worked under many different customet defined tagging conventions. We willstrictly adhere to city codinS standards. lI needed, KDC Systems can help enhance or maintain the PIC/HMI programming standards. we have developed and maintained code libraries for multiple customers including LAX and OcwD. W€ also have experience developing 'mock ups' of HMI Screens for customer review and consultation.
Software documentation examples are available upon request.
3.1.3. Troubleshooting,RepairandMaintenance
we believe that we are uniquely qualified to provide this service as we are both a Control Systems integrator and an electrical contractor. We have all the skills you require including Electrical Design capabilities, Field Technicians, PLC Programmert HMI Programmers, and instrumentation expenise.
KDC Systems i9 available tor emergency support. We can contradually commit to getting an engineer on-site within a specified time frame in the case oI an emergency.
Based on the nature otthe issue, we willbe able to seledthe riSht people wilh the ri8ht skillset to go on site.
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3.1.4. Additional Related Duties
As a part of EMCOR, KDC Systems enjoys excellent c.edit and relationships with local distributors and will be able to procure controls hardware as requested by City ofSanta Ana.
We have manyfield technicians on staff who are available tor installation work as required.
3.1.5. Timeliness/Responsiveness
Our entire staff live locally in Southern california and work out of ou, Los Alamitos office. (approx. 13 miles from the City ot Santa Ana Corporation Yard)
3.1.5. Proiect Management and Coordination
KDC Systems will be available to attend the cont.ad kick-off meeting at the Citys Corporate Yard.
We will submit a written estimate for all services requested by the City. We will only proceed upon receiving approvalfrom the City.
Our Project Manager (Lukasz Niedojadlo)will invoice the city monthly. The invoice will be accompanied by a summary oftask performed, results and progress on long-term tasks.
3.2. AnticipatedApproach
After the contract kick off meeting our priority will be to familiarize our engineers with the Santa Ana systems. lnitialtasks will include,
Assemble all key d€si8n documents and files -we willneed to have copies of these documents, so they are available when needed for troubleshooting =
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support. Examples include existing drawingt drawing templates, desiSn and standards documents, PLC code, HMlcode.
. Familiarize ourselves with all design conventions.
. Familiarize ourselves with the existing control programs. . Visit the citry's facilities to confirm we can get online with all the controllers and drives.
. Condud inteNiews / meetinSs with City personnel to establish immediate needs.
3.3. Special Concerns
we have no Specials Concerns currently
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Project Size
Years
5470,000
2024
An EI C0E Co,npany
4. RELEVANT PROJECT EXPERIENCE
4.1 . OCWD, Wells 27 & 28 PFAS Treatment Systems
Overview
The City ofSanta Ana PFAS waterTreatment Plant wells No. 27 & 28 project consisted of the following major components:
1. lnstall Dual Media Pressure Vessel systems and lon Exchange resin media.
2. lnstall a cartridge filter system, sand separators; booster pumps; chlorine Seneration skid and storage tank, grading, paving, concrete, pipinS, masonry walls, etc.
3. Electrical and lnstrumentation: Electrical equipment and facilities, new electrical services, and instrumentation equipment and facilities at the new water treatment plant. lnstrumentation and control systems shall be integrated with the existing SCADA system.
4. Provide all commissioning and start-up services.
KDC Scope
KDC was responsible for fabrication, programmin& and commissioning of water Analyzer Panel, crooke RTU Panel, Well2728 PFAS RlO, well 27 RTU, well 28 RTU, Well 27 Security Cabinet, and Well 28 security Cabinet.
Details
Technologies deployed included Magelis Control Panels and Modicon controller5. € xac Srlctsns
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4.2. IRWD, Michelson Water Recycling Plant, Biosolids
and Energy Recovery
Project Size
Years
s4.5M
2077-2022
Overvlew
The lRwD Michelson water Recovery Plaot is being expanded to provide recycled wate. for use in landscaping and irrigation.
xDC Scope
KDC provides all PLC and HMI Programmin& Historian Configuration, win 9u Conf iguratlon, TestinS and Commissioning
Oetails
This project was originally rewa.ded to another integrator. When the project ran into trouble, IRWD and Mor.orr, Meadows app.oached (DC Systems, to take over and complete the proiect. KDC Systems had recently completed the successful Eaker Ranch Project, so the reward otthis work was a vote of confidence for our prior performance.
This project is still in progress. Technologies being deployed include wonderware System Platform, Wonderware Enterprise Historian,VMWareVirtualized Environment, Dell Servert Modicon PLCS Wing11. KDC Systems is maintaininS a Test 8€d at our facility to support testing and debug.
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4.3. City of Santa Ana SA-5 Vault Modifications
Proiect Size
Yeaas
S89,ooo
2027
overview
lnstalling a clay-val in an existingwater vault to provide a connection to a Metropolitan Water District source. lncludes i.strumentation and controlofth€ valve.
KOC Scope
Fabricate, program, and configure two control panels, an RTU, and a localcontrol station. KDC did a radio survey and provided the radio and installed it to support communication. We provided commissioning and Start up support.
Details
This is a sGpoint Modicon M340 system, with Magelis HMl, programmed with Unity Pro and Visio Designer.
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4.4. Olivenhain MWD - PLC Replacement Project
Proied 5i2e
Years
s1.9M
2024-2025
overview
Upgradin8 42 pumpstations from SLC 5/05 to logix processors across the enterp.ise.
KDC Scope
Provide two phase execution, inclusive of two suEphases each, for replacement and upgrade a total of 42 "end of life" Allen Bradley 1746 SIC and three associated Remote lO Chassis, as welltwo 1756 MicroLogix Pl-Cs. We provided the material, installed the PLCS and HM15, and converted and verified the programming and configured the system, including sta.t up and commissioning. oetails
Existing were SLC 5/05 without HMls. we updated to Compact and Control Logix and added two Panelview HMls. Existing code was convened to the new control platform and HMI screens were developed and configured. The system used Factory Talk Logix 5OO and factory Talk Logix 5000 programing sortware for the PLG. The HMls were programmed in FactoryTaik View Machine Edition.
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5. SCHEDULE
Project Schedule examples are available upon request
The Cily ofSanta Ana will be invoiced monthly lor allwork performed. This invoice will be accompanied by a summary of tasks performed, .esults and pro8ress on lonS-term tasks.
Project Meetings will be held at an agreed cadence (weekly / biweekly) to update all project stakeholders on progress and resolve any existing issues. we typically include the following steps in our projects.
5.1 . Project Kickoff
Receipt oI Job Order by Project Manager
Confirmation of Receipt and Acceptance
Schedule Kickoff Meeting - this meeting would be attended by City ofSanta Ana and XDC Systems representatives including the Project Manager and the Lead Engineerpossibly others. This meeting could be in person or a conference call depending on the size and nature ofthe pOect
. Generate Detailed Schedule
Kickoff Meeting-the purpose oI this meeting would be to clarify any confusion aboul the scope. Technical issues will also be discussed. (Dc systems may request documents or information at this meeting. We would also review the project schedule/milestones.
5.2. Design Phase
Develop System Architecture Document
Develop BOM
Develop Functional Specif ications
Develop Sequence of Operations
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lnstrument Enginee.ing - lnstallation Drawings, Data Sheet5 instrumentation submittal example is available upon request
5.4. Testing and Commissioning Phase
lnternalTesting
5.3. Build Phase
BOM Procurement
Modily Screens
Develop Test Scripts (FAT / SAT)
Develop 9EIailgd Commissioning Plan -this document is criticalas it forces the team to think thou8h some of the issues involved in the project. Commissioning a system while trying to keep yourfacility alive increases the difficulty by orders of magnitude. Our enSineers are very experienced in working with systems that need to stay functioning during transitions.
supervise Fabrication of Control Panels
Factory AcceptanceTest on Demo System at KDC Systems
The Test Platform would be deployed for lnternalTesting and FAT System Startup
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Site Acceptance Testing
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. Control Panel Design - Layout Drawings, lO Drawings, l-oop Drawin8s, BOM, lO List . Submit Design Package to City of Santa Ana
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Performance Testing
Develop and Submit Manuals
Operator / Maintenance Training as Required
Project Closeout Meeting
5.5. Project Closeout
Submit 'As Buiit' and Final Documentation to City of Santa Ana
6. REFERENCES
IRWD
Ethan Fike
Senior Automation System Administrator
3512 Michelsoo lrvine CA,92512
T- (949) 61G5583
[email protected]
Orantc County Water t[strlct
Audrey Perry
Associate Engineer
187m Ward Street, Fountain Valley CA 92708
T - (714) 378-8245
[email protected]
Ollvenhain Munlcipal Water Disirid.
Erik Harp
lT Supervisor
1966 Olivenhein Road. Encinitas CA, 92024
r - 17601 47s-6242
[email protected]
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APPENDIX A
Resumes
City Council 22 – 179 9/16/2025
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An E Con Conpaol
Edward Kazimierski
Division ,lenager
24 years with KDC Systems / 34 years in controls industry Education/Training:
B.Sc., Electrical Engineering, California State Unive6ity, Long Beach UL508A Cedmed
Professional Bio:
Mr. Kaz imierski's professional experience extends over thirty-four years in the areas of process conlrol/ system automation. His direct responsibilities for projecls have included:
. ConceFtual d€r*rn, P&lD develQntert
. Equipment, instument, and hardware/software specification . Process funclional specification
. Detailed control panel engineering
r PLC, DCS, llMl, and Off gograrming
. Testing, installation, and startup
. Training
. Documentation, valdalbn support and standards development . Managing people and tEsources in the execution of these tasks . Managing subcontrac{ors
Technologies
Deltav, AB PLCcs, Modicon PLCS, CRISP SCADA. Foundation Fieldbus and DeviceNel, Wondelware lntouch, RS View 32, Panelview+, Panelmate, Honeywell MAS/C. GE PLCS, Tl PLCS, Siemens PLCS, Automation Direct PLCS, Emerson Controlwave, FactoryTalk View SE, GE lFlX, TCP Quickpanel, lconics, Hone$,vell MAS/C
Select Koc Projects
Baxter, OCSD Headworks, OC!!D GWRS and AWTF, IDEC (Genentech) Nimo Projecl, Kal-KAN Foods, US Borax
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Project Manager
1'1 years with KDC lnc./KDC Systems / 18 years' Experience in the Controls lndustry Education / Certificates
B.S. E,ectronics Engineering Technology - Devry University, Pomona Experience
Project Manager
Aug 2015 - P.esent - '10 yrs 4 mos
Los Alamitos, Ca
Estimates, plans, and coordinates activities of multiple projects ranging in value from $1,000 to $8,000,000 in ihe areas of the pharmaceutical industry, water treatment plants, BMS, systems integration and re-engineering.
Defines project scope, objectives, staffing, resources, and deliverables. Plans and schedules project timelines and milestones. Monitors project risk and scope creep to identiry potential problems and proactively identify solutions to address them in advance. Liaise with, and updates to senior management.
Project Coordinator
April 2014-July 2015 - 1 y. 3 mos
Responsible for tracking and ensuring key projects dates were met. Ensured all commitments were met in accordanc€ with the goals and objectives oI the project. Prepared reports on financial aspects and progress for the project. Managed and coordinated change activities. Assisted with project planning, documentation, and closeout aclivities. Coordinated all relevant depa.tments' activities to ensure smooth Select Project Expertise
City of Santa Ana Well Nos. 27 & 28 PFAS Treatnent Systems OCVVD - [,lF & RO Pilot Plant Upgrades
Olivenhain l\,lWD - PLC Upgrades
Panoche Shori Term Storage Basins
Orange County Water District - Ground Water Replenishment System Final Expansion IRWD - GEA Centrifuge lntegration
LACSD - San Jose Creek Sodium Hypochlorite
JPL - Lii Station Controls Bldg 308
POLB Sanitary Sewer CIP
Takeda - Building 5 DeviceNet Segment Re-design
Takeda - Delta V Control Panel Power Supply Ljpgrade Phase 1 Takeda - Delta V Control Panel Power Supply Upgrade Phase 2 Lukasz Niedojadlo
Provides strategic direction during implementation stages. lmplements and manages project changeslvlanages and controls project budgets as well as develops and presents reports on project progress.
Maintains client expectations by ensuring the delivery of the highesl quality services \,vhile staying on schedule.
PROFESSIONAL BIO
City Council 22 – 181 9/16/2025
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Greg Eso
Engineodng nanagot
25 years with KDC Systoms / 35 Years in Trade
EducationlT.aining:
B.Eng. in Elecirical Engineering and Control Systems, Unive6ity of Victoria Registered Professional Engineer, Province of British Columbia, 1992 Professional 8io:
Mr. Eso has extensive expGrienca managing proiecl teams in designing, installing, and commissioning control systems utilizing PLC, HMl, and DCS technologies across a broad range of industries including life science, waler^rastelvater trealmenl, material handling, high Epeed sortation, and robotic pallEtizing.
His direcl responsibilities have included:
. managing technical pelsonal project assEnments and schedules . providing guidance on technical issuss
. estimating and proposals
. conce ual design, P&lD development, and proc$s tunctional descriptions ' cor{rol hardware and softmre specification
. detailed power, control panel, and feld electrical engineering . insbumentation/material specncdion and procurement
. PLC and HMI programming
. commissioning. startup, and training
documentation developmsnt including submittals, drawings, user manuab, Itoubleshooting guiles' and O&M manuals
Selected Project Experience
OCWD GWRS Flnal ExpanEion
KDC Systems provided inslrumentaiion and control system engineering expertise Ior the Final Expansion of the Groundwater Replenishment System at the Orange County Water Disticl (OCWD) located at the OCWD Advanced Water Treatrnent Facility (AWTF) in Fountain Valley, CA. This $310 million projecl will create an additional 30 million gallons per day of new waler supplies to serve north and central Orange County. Once completed, AWTF s total produc{ion will reach 130 million galloos per day. enough water for 1,OOO,OOO people. The projecl entails expansion of ihe existing now equalization, microfiltration, reverse osmosis, ultraviolet, and related support hcilities. The process control system hardware and sofrware are Emetson Delta V combined with Ethernet and Foundation Fieldbus connected conlrol devices. KDC Systems is the overall system inlegrator tor the proiect and is responsible for instrumentation specification and procurement, control panel design and fabrication, plant network expansion to incorporate the new control hardware, vendor equipment integration, and software development, testing, and commissioning. KDC will develop software detailed designs and test plans.
Wtnessed testing will be conducted in the field. KDC Electicians are responsible for terminating and testing all control system wiring for the project.
PROFESSIONAL BIO
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KDC Systems provided control system engineering expertise to automate a new material handling, high speed sortation system for Ventura Pacific in Oxnard, CA. The process control system hardware and sofl\rare were Rockwell Automation and the project required integration with other specialty vendors of supplied equipment including sizer/fillers, barcode scanners, and palletizers. KDC Systems was the overall systems integrator tor the projec't and was responsible for control hardware specification and procurement, control paneldesign and labrication, plant network design, system electrical drawings, vendor equipment integration, and sott\,vare development, testing, and commissioning Gilead Sciences
KDC Systems provided instrumentation, controlsystem engineering, and installation expertise to automate a new formulation, filtration, and lilling suite lor Gilead Sciences in La Verne, CA. The process control system hardware and software were Rockwell Automation and the proiect used specialty vendors for several proprietary systems. KDC Systems was the overall systems integrator for the projecl and was responsible for instrument specfication and procurement, controi panel design and labrication, plant nelwork expansion, vendor equipment integralion, and sottware development, testing, and commissioning. KDC held workshops with the owner and developed sofi^/are detailed designs, test plans, and a complete software library. Unwitnessed and witnessed testing was performed at our facility and repeated on site. KDC elec{ricians were responsible for installing. terminating, and testing all control system wiring tor the pro.iect.
Other Project Experience
AV Thomas
Starkist Seafood
Skechers USA
LAX Terminal 7
Toyota Technical Center
Jet Propulsion Laboratory
Training and Certs:
Eleclrical Engineering
Rockrrcll Solutions Provider
Fi6t Aid/CPR
Ventura Pacific
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An E$@B Congau
Tuan Le, P.E.
Bachelor of Science, l\4echanical Engineering, Calilornia Slate Polytechnic University, Pomona Calirornia Registered Professional Engineer, Mechanical,'1995, #M29804 Select Project Experience
IRWD Biosollds and Enelgy Recovery Proiecll.2017-20201
Application: Biosolids and Energy Recover Facilities
PLC: Schneider Modicon Quantum, M340 (Unity Pro)
HMl,/OlT: AVEVA (Wonderware) System Platlorm
Tasks: Lead team for programming and configuration of the Process Control System lor new plant, including submittals. development, configuralion, and testing ot PLC programs, HMI templates and instances, graphics, historian, reports, and alarm dialer; setup and testing o, redundant SCADA servers running on VMware ESXi; integration and testing of packaged equipment skids; field startup, device commissioning, and acceptance testing.
Other Prorects Completed under Tenure
Orange County Water Districl Final Expansion of GWRS
Gilead Sciences Formulation Flitration and Flexible Fill Line LAX Central Lnility PIant
LADWP Owens Lake Oust MitEalion, Phase 7
Orange County Water Distic{ AWTF and GWRS
Allergan
Technologies
PLCs
Schneider Modicon Ouantum, M340 (Unity Pro)
SCADA, HMls, and OlTs
AVEVA (Wondoaware) System Plat oIm Application Server, Hblorian, lnformation Server AVEVA Edge (lndusoft Web Studio)
Wonderware lnTouch
Senior Engineer
20 years with KDC Systems
Education/Training:
City Council 22 – 184 9/16/2025
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Francisco lvan Castro Valdez
Adication Engineat lt
8 Years' Experience / 7 Months with KDC Systems
Education/Training:
Associate Electronics Degree, ITT Technical lnstitute, Dayton, OH Protessional Bio
Applicatlons En0lnoer ll
September 2024 - Present - 7 months
Los Alamitos, Ca
Electrlcal Engineer ll
June 2019 - September 2024 - 4 yr 3 months
Responsible for Developing code for different customers but mainly Fedex, UPS and Amazon, I had to make sure that the code that We designed was good for specific projecls, I helped some on the biding ot the projects, reading electrical drawings to troubleshoot problems on the field, verify and fix rotations on 480V AC motors up to 50 HP using VFDS 550 from Allen Bradley, commission the conveyor system, test it with the customer and pass evaluations from the customer. Finishing with a week or 2 depending on the contract of support tor the client on the field and an extra on the phone.
Also I had some opportunity to manage projec{s entirely, being able to start a projecl, design it, simulate it, test it on the field, test it with the customer and support it, on that year I had to manage a team or 4 engineers and 3 electricians to tinish the same project on multiple locations.
Commlaaloning Engineer
July 2016 - June 2019 - 3 yr
Responsible for helping Electical Engineers to commission conveyor systems, doing l/O checkout, downloading and editing programs on Allen Bradley PLCS, electrical troubleshooling and VFD configurations. Also 6 months of experience managing 4 engineers to complete pan ol a proiectlT Aasociate August 2015 - July 2016 - 1 yr
Responsible for developing HTML webpages and troubleshooting them, working with a team ol associaies as a group to develop SOL databases for companies like Pepsico and Cerveceria Modelo Working on designing Electrical drawings. updating PLC codes from Rs Logix 500 to Studio 5000, commissioning a few projects on water teatment and completing 1 project from start to finish for an automaled field irrigation.
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Eric Kosalka
Appl i cation Engin eer I I
4 years in controls induslry / 1 years with KDC Systems Education/Traioing:
BSEE, Califomia State Polytechnic University, Pomona
Professional Bio:
Erjc's experience includss design of medium voltage / low voltage power distribution, stand-by generation, interior/exterior lighting for buildings, automation & conlrol systems. Edc has designed full wiring diagrams for power distribution, panel assembly and layout drawings. He has also provided support for eleclrical technicians and electricians in the field.
Technologies
AutoCAD, Revi, BIM Software, Allen Bradley PLCS, GE lFlX, Dranview Select KDC Project3
iIASA JPL, Lifi Station 308 Controb Upgrade
City Council 22 – 186 9/16/2025
€ xoc sllrterns
An EtlC0B Conpany
Michael A. Gomez
CAD Designer
27 years with KDC lnc./KDC Systems / 37 years' Experisnce in Controls lndustry Education / Certificates
Associate of Science Degree for CADD/CAM D€s€n and Manufacturing - National Tecinical Schools, Los Angeles, CA
Erperience
Senior Controlg Oesigner
Sept 1997 - Pr$ent - 27 yrs 8 mo3
Los Alamito3, Ca
Provide most ofthe CAD design tor KDC Systems.
Generate eleclrical wiring diagrams from engineer or customer noles and instructions.
Design motor conlrol panels via wiring diagrams ror panel shop fabrication.
Provide material requisitions for motor confol panel assembly.
Generate field drawings for device location ftom engineer or customer notes and instructions Provide conduit and wire size lor field wiring installation.
Provide 3D and BIM design lor projecis if needed.
Assist project managers with support in field and lesting of panels in panel shop.
Select Project Expertise
LAX Baggage Handling Systems
Gilead Sciences lnc.
OCWD GWRS Final Expansion
ESC Starkist Conveyor System (Somoa)
Golden State Foods
JPL Lift Station Controls
City ot Santa Ana Well Nos. 27 & 28 PFAS Treatment Syslems OCWD - MF I RO Pilot Plant Upgrades
Olivenhain MWD - PLC UNrades
Panoche Short Term Storage Basins
Xone C,anes BES Phases I & ll
PROFESSIONAL BIO
City Council 22 – 187 9/16/2025
CITY OF SANTA AI{A
RFP NO.: 25-04ti
PROGRAIVIMABLE LOGIC CONTROLLER (PLC) PROGRAMMING AND CONSULTING SEFMCES
APPENDIX
ATTACHME T 5: CERTIFICATIONS
Ctly of Sants An. RFP 2S0{6
Progremm€bl. l-oglc Cmtrcller (PLC) Programming and Cooa!fling SeMc€8 Pe!€ 1
City Council 22 – 188 9/16/2025
CITY OF SAN?A ANA
RFP NO.: 2S046
PROGRAMMABLE LOGIC COMTROLLER (PLC) PROGMMMING AND
CONSULTING SERVICES
NoN-coLLUsroN aEEIEA\4I
(Title 23 United States Code Sec{ion '112 and Public Confsct Code Section 7,106) ln conformance with Tide 23 United States Code Section 112 and Public Contrac{ Code 7'106 the BIDDER declares that the bid is not made in lhe interest of, or on behalt of, any undisclosed person, partnership, company, association, organization, or corporation; lhat lh€ bid is genuine and nol collusive or shami thal the BIDDER has nol dires{y or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirecuy colluded, conspiEd, connlved, or agreed with any BIDDER or anyone else to pul in a sham bid, or that anyone shall refrain from bidding; that th6 BIDDER has not in any mannor, directly or indirectly, sought by agreement, communication, or conbrence with anyone to fix the bid price of the BIDDER or any other BIDDER, or to fix any overhead, profit, or cost element of the bld prlce, or of that of any other BIODER, or to secure any advantage againsl the public body awarding the contracl of anyone interesled in the proposad mntrac{i that all statements contained in th€ bid are truel and, turther, that ths BIDDER has not, direclty or lndhectly, submitted his or her bid price or any breakdown thereof, or the contenlo lhereof, or divulged lnformation or dala relative lher6to, or peid, and will not pay, any fee to any corporation, perhrership, company association, organization, bid depository, or to any member or agent thereof to effecluate a collusive or sham bid.
Note: The above Non-mllusion Afiidavit is part of the Proposal. BIDDERS are ca that making a false ce mcaton may subieci the c6rtifi6r to cri nal prosecution
Signed Bt,'t 41a. J o (\c (,JaState of ia
County oi Orangg_
and swom to (or affnned) before me on this _ day of_ ,2O_, by , proved to me on the basis o, satisfuctory evidence to be lhe person( s before me
Notary Public Signature Notary Public S€al
S..- .*..i^.rl 5-.* -
Clty of S.nt6 Ana RFP 2H46
Programmable Loglc Controllor (PLC) Pro€remming and Con3ulling Scrvicrs P'oe2
\-- "c
City Council 22 – 189 9/16/2025
C IIIORIII JUEAT Y]YI{ AFFTAI'T 3T II EIIT GOVERNMENT CODE S 8202 m S€e Attraied Oodmdn (t{otrry to cross out ltn€s t-6 bCow) O Se $ar€rnod B€loi, luna 1-6 to bo corndffid only by doct,ne.il dgnd3l, ,lot Notary) Sigr16.tuF- ol M)meft Sl$ar l,lo, 1
State ol Ceilfomia Slbocrib€d and swom to (or affnnod) b€{ore me County of Orange
cr thb m$ dry 0,,
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prDvld io rne on trre basls of 3ad6hdo.y €vi&noe
lo ba the person(s) who appoar.d balor€ m€.
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oPIIo,r{4LT}lougn Db secabn is @tioad, cbnpledng t,tt lt{ot ta,tion cal &tet elto,.uoa ol ttlp do<,//nlf,nt or hdrduleot rcat&rclva ol tis lorm to dt unk?and doq,n,.,.r,- DGlcrhdoat o, AffaOhad Ooq.IrE rt
T:rf6 or Typ€ ot Documont iron4ottuisim Afidrav[ DocumefilDate: None NurSsr ol P.ges: -1-
ggne(a) OtherThen Nsnod Abov6:
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A nohry grttc q a|ol* oficor cofid6tiE Ub c.dliceb \€ril.3 only tl6 E ly or-tl. lrdfU*r"t "m ,*r,"0 rc I do6rn6rt lo rhbh tl! crtlicat b atbch€d, ild nol lhr t\rtht/h6.s, ensca o. valldlly ol tlEi doqm€nt I
City Council 22 – 190 9/16/2025
CIW OF SANTA ANA
RFP NO.: 2tu46
PROGRAMMABLE LOGIC CONTROLLER (PLC) PROGRAMMING AND
CONSULTING SERVICES
ION+OEEUIA-CEEIIEIC/AIIOI
The prospeclive participant certifies, by s(rning and submltting thls bid or Proposal, to the best of his or her knowledge and balief, lhat:
('l) No Federal appropriated tunds have been paid or will be paid, by or on behalf of th€ undersigned, to any person for infuencing or attempting to influence an officer or employee of any Fed€ral ag€ncy, a Member of Congtess, an offioer or employee of Congress, or an smployee o, a Member of Congr66a in connedion with the awarding of any Federal contract, the making of any Faderal grant, lhe making ofany Federal loan, the entering into of any coop€rative agteBment, and the extension, continuation, renewal, amendmenl, or modllkation of any Federal coniac{, granl, loan, or cooperative agr€ement.
(2) lf any furds other than Federal approprlatd tunds have been pald or will be paid to arry person ior in luencirE or attenpting to inffuence an offcer or employee of arry Federal agency. a irember of Congress, an offcer or employee of CorEress' or an employee of a Member of CorEress in coala'ledion with lhb Fedoral contracl, grant, loan, or cooperative agrc€ment, the utdersigned shall coflUlele atd submit Standard Form-LLL, "Disdcure of tlbbyirE Activiues," in @nformance wih its instrudions.
Thls csrtillcation ls a material reprssentation of fact upon which relianca wa8 placed whon thls transaclion was made or entered into. Submission of thls certification is a prerequisite for making or entering into this transaction imposed by Section 1352' Tite 31,U.S.Code. Any person who fails to file the requircd certilicatlon shall b€ subjeclto a clvll ponalty of not less than $10,000 and not mora than $100,000 ior €ach such ,ailurB.
The prospective partidpant also agrees by submitting his or her bkl or propcal that he or she shall r€quhe that the language of this certification be included in all lo er tier subcontrads, whicfi exceed $100,000 and thd all such subrecipienis shall cediry and disclGe accordingly.
Signed: Eeo-Malli! )-l)-<-J c'-- Title: cFo
Firm: KDC lnc.
)_1,
clty of s..d. Anr RFP 2 xa
PrcClsmmabla Logio Conlrollea (PLC) ProCrammlng and Conasltno S6lvica! Pag.3
Date:
City Council 22 – 191 9/16/2025
CITY OF SANTA ANA
RFP NO.:25446
PROGRAi'MABLE LOGIC CONTROLLER (PLC) PROGRAMMING AND
CONSULTING SERVICES
NON.DISCRII'INATION CERTIFICATION
The undersigned consultanl or corporate officer, during the performance ofthis contract, certifias as follows:
'l The Consultant shall not discriminate against any employee or applicanl for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative aciion lo ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination: rates o, pay or other forms of compensation; and selection for lraining, including apprenticeship. The Consullant agrees to post in conspicuous places, avajlable to employees and applicants for employmenl, notices to be provided setting forth lhe provisions of this nondiscrimination clause.
2. The Consultanl shall, in all solicltations or advertbements for employees placed by or on behalf ot the Consultant, state that all qualitied applicants will rec€ive consideration for smployment without regard to rac€, @lor, religion, sex, or national origin.
3. The Consultart shall send to each labor union or represenlalive of wokers with which h€/she has a colleclive bargaining agreemenl or other cofitrdcl or understanding, a notice lo be provided advisirE th_e said labor union or v,/orkers, representatives of the Consultants commiEnents under lhis sectjon, and shall p6t copi6 of the notice in conspicrious places available to Gmployees and applicants for employrnert.
4. The Consultant shall comply with a[ provlslons of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevanl orders oi the Secretary of Labor.
5. The Consullant shall turnish all information and reporls re uired b ElegIiyg Order 11246 of September 24, 1965, and by rules, Igggla[Qni and orders ofthe Secretary of Labor, or pursuant thereto, and will permit access lo his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders.
6. ln the event of the Consultanl's non-compliance with the nondiscrimination clauses of this contract or wilh any of the said rules, regulations, or orders, the contracl may be canceled, terminated, or suspended in whole or in part and the Gonsultanl may be declared ineligible for further covemment contracls or federally assisted construclion contracts in accordance with procedures authorized in Execution Order 11246 of Saptember 24, 1965, and such other sanctions may be imposed and Clty of S6nta Ana RFP 25448
P.ogrammable Logic ControllEr (PLC) Programmlng end Con6ulting SeMc€g
City Council 22 – 192 9/16/2025
CITY OF SANTA ANA
RFP NO.:2S48
PROGRAMMABLE LOGIC CONTROLLER (PLC) PROGRAMMING AliID
CONSULTING SERVICES
remedies invoked as provided in Exacutive Order 11246 of Septemb8r 24, 1965, or by rule, regulations, or order of the S€cretary of Labor, or as otherwise proviJ€d by law.
7. The Consultant shall include the portion of lhe sentence immediately preceding paragraph (1) and the provislons of peragraphs (1) lhrough (7) in every subcontracl or purchase order unless exempled by rules, regulalions, or orders oflhe Secretary of Labor issued pursuanl to Section 204 of Executive Orde t 1246 of September 24, '1965, so that such provisions will be binding upon each subcontract or purchas€ order as the administering agenry may direct as means of eniorcing such provisions, including sanclions for noncomplianc€; provided, however, that in the event lhe Consutant becomes involved in, or is threatened with, litigstion with a subconsultant or vendor as a resull of such dir6ction by the administering agency, th6 Consultant may request that the Unhed Statos enler lnlo such liUgation to protect the interests of the Uniled States.
Date
I
8. Pursuant to califomia Labor Code Soc{ion 1735, 6s added by chapter 643 Stats. '1939, and as amended, no discriminalion 3h8ll be made in th€ employmenl of persons upon public works b€caus€ of rac€, rEligious creod, color, national origin, ancestry, physical handicaF, mental condilion, marital status, or sex ot such persons, excepl as provided in S€cllon 1420, and any consullant ot public works violatlng thls Sacdon ls Bqbiect to all the penallles impos€d for a violation of lhe chapler. I
rl c:-_ Signed: Ben Martin I i e-,-_) L. \.
nle: CFo /- 7-\\
Firm: KOC lnc.
City Council 22 – 193 9/16/2025
CITY OF SANTA ANA
RFP NO.:2t046
PROGRAMMABLE LOGIC CONTROLLER (PLC} PROGRAMMING AND CONSULTING SERVICES
APPENDIX
ATTACHMENT 2: EEE PROPOSAI
Note: This contract is subject to prevailing wages.
TOi CITY CoUNCIL OF THE CITY OF SANTA ANA
FROM: KDC lnc., dba KDC Systems
Cortification - I certify that I have read, understand and agree to the terms and conditions ofthis Request for Proposal. I have examined the ATTACHiTENT l: SCOPE oF WORK. I am familiar with all the existing conditions and limitation that may impact work requests. I understand and agree that I am responsible for reporting any ellors, omissions or discrepancies to the City for clarilication prior to the submission of my proposal.
Proposer shall submit hourly rates schedule, which shall include but not limitsd to, diroct and indircct costs for labor, for staft per job cla$illcation, material, equipment rates, overhead, incidental supplies, tlavel, milsage, and tuel. Any apecial materials will be Purchased by the contractor only after di3cussed and authorized by the City proiGcls manager or designee in writing.
Prior to commencemgnt ol services, Contractor Shall provido separate quoloa, upon roquest by the City, which shall be approved by the City'E Public Works waler Resourcos Division.
EEE.SiCHEDUTE
The undersigned declares that he/she has carefully examined the request for proposal, that he/she has examined the Proposed scope of services, and hereby proposes to furnish all material and do all the work required to complete the said work in accordance with said Proposed scope of services, for the unit price(s) set forth in the following schedule:
Item# Bid ltem l'llil grJs$i${ AqlglDl
1 Well40 Control Nanative LS 1 54256.00
2 LS 1 $ 95m.00
3. New Magelis HMI EA 1 I 3905.00
Programming of Modicon PLC LS 1
s 5320.00
5 HMI Programming LS 1 s 4256.00
Control Strategy Meeting HRS s $2.m
7 HMI Screen Development Meeting HRS $ 532@
a Provide Loop Drawings LS 1 $ 5€00 m
City of Santa Ana RFP 2$046
Programmable Logic Controller (PLC) Programming and Consuliing Se.vic€s
Conlrollvidng
I
6. City Council 22 – 194 9/16/2025
CITY OF SANTA ANA
RFP NO.: 2$4ti
PROGRAMMABLE LOGIC CONTROLLER (PLC) PROGRAMMING AND CONSULTING SERVICES I Factory Acceptance Tesling HRS, 32 $ 4256.00
10 Site Acceplance Testing HRS 32 $ 4256.00
11 PLC Testing Plans LS 1 93192.00
Training HRS s532m
Total s46.437m
Contractor shall submil additional labor. mate al end rental 60uipment rates alono with fee schedule. Contractor's labor and equipment rate sheet shall list rates for all labor designations, equipment and materials.
BIDDER INFORMATION:
Legal Company Name: _KDC lnc, dba KDC
Complete address: 4462 Corporate Center Drive
Phone Number: 114 828 TOOO
Email Address: J Weste rf ie ld @ K D C -S y ste m s. co m._-..
Authorized Signature
Name:J rEs\ ffi
Title: Business Oevelopment Executive
City ofSanta Ana RFP 25-046
Programmable Loglc Conlroller (PLC) Programming and Consulting Services
12. City Council 22 – 195 9/16/2025
e KDC Systems
A Divirlon ot XOC l.lc
An EMCOR Company
CUSTOMER:
ADORESS:
xDCWr
ra62 Co.po.rte C€nbf Driw
16 arrniro3. cA 90720
T: 71,t.rl€4.2300
PROPOSAT
ATTENTION:
E.MAIL:
PROJECT:
REFERENCE DOCS:
City of Santa Ana
20 Civic Center Plaza
Santa Ana CA, 92702
Kyle Bushhousen
[email protected]
Rate Sheet
Estimate #: 2-25-1025
TECHNICAL SUPPORT AGREE ENT SCOPE
KDC Systems is pleased to provide support for the abovereferenced entity on a Labor Only basis at the following labor rates:
Classitication Regular
Engineer/Programmer $155/hour
CAD $1oo/hour
Proiect Manager S150/hour
CLARIFICATIONEEXCLUSIONS
1 . All work is to be performed during standard hours; Monday - Fridsy, 7:00 AM - 4:00 PM
2. Site visils will be billed portal-to-portal, from KDC Systems' office in Los Alamitos, and are subject to a +hour minimum.
3. Any materials (hardware, sot\'vare etc.) or other labor not listed in the classifications above' such as eleclrician suppo , calibration support, etc. will be sutiec{ to addiiional charges.
4. This proposal is a Labor Only agreement. Po al-tGportal mileage is included for each travel day. lf ovemight accommodaiion is required, these will be billed at IRS rates per diem and lodging plus 20%.
5. The rates listed herein are valid for 12 months from the receipt of purchase order.
6. Payment Terms Net 30
7. Please see attached General Conditions.
't)
fhe Best in Conld Solutions
KOC 2-25-1025
Page llof3
City Council 22 – 196 9/16/2025
AGREEMENT WITH ENTERPRISE AUTOMATION TO PROVIDE
PROGRAMMABLE LOGIC CONTROLLER (PLC) PROGRAMMING AND
CONSULTING SERVICES
THIS AGREEMENT is made and entered into on this 16th day of September, 2025 by and between Partners in Control, Inc., a California Corporation, DBA Enterprise Automation, (“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
1. On April 24, 2025 the City issued Request for Proposal (“RFP”) No. 25-046, by which it sought qualified consultants to provide programmable logic controller (PLC) programming and consulting services for the City’s Public Works Agency.
2. Consultant submitted a responsive proposal that was among those selected by the City. Consultant represents that it is able and willing to provide the services described in the scope of work that was included in RFP 25-046.
3. 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
At the City’s sole discretion, the Consultant shall perform the services described in the scope of work that was included in RFP No. 25-046, which is attached hereto as Exhibit A and incorporated in full, and further delineated in Consultant’s proposal, attached hereto as Exhibit B and incorporated in full.
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 Exhibit C. Consultant is one of three (3) consultants selected to provide PLC programming and consulting services under RFP 25- 046. The total compensation for these services provided by all such consultants selected under RFP 25-046 shall not exceed the shared aggregate amount of Two Million and Five-Hundred Thousand Dollars ($2,500,000) during the term of the Agreement, including any extension periods.
EXHIBIT 4
City Council 22 – 197 9/16/2025
b. Payment by City shall be made within 45 days (forty-five) 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 reasonable be expected by City.
3. TERM
This Agreement shall commence on the date first written above and continue for a three (3) year term through September 15, 2028, unless terminated earlier in accordance with Section 16, below. The term of this Agreement may be extended for up to two (2), one-year periods upon a written executed by the City Manager and the City Attorney.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant 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.
5. 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.
6. INSURANCE
Consultant shall procure and maintain for the duration of the agreement, the following insurance coverages:
MINIMUM SCOPE AND LIMIT OF INSURANCE
City Council 22 – 198 9/16/2025
Consultant shall maintain limits of insurance coverage in the following minimum amounts and shall be at least as broad as:
• 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 $1,000,000 per occurrence and $2,000,000 aggregate.
• Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code 1 (any auto), with combined single limits of $1,000,000. In the event Contractor does not maintain commercial automobile liability insurance, City will accept evidence of personal automobile insurance with existing limits, which can be lower than $1,000,000. • Workers’ Compensation (W/C): as required by the State of California, with statutory limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident, per employee, per policy for bodily injury or disease. This requirement can be waived if Vendor has no employees.
• Professional Liability Insurance (PL): with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 aggregate.
If Consultant maintains broader coverage and/or higher limits than the minimums shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
1. CGL and AL policies: City of Santa Ana, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, equipment, and personnel furnished in connection with such work or operations.
2. All required insurance policies: Insurance company(ies) agrees to waive all rights of subrogation against City, its City Council, its officers, officials, employees, agents, and volunteers for losses paid under the terms of any policy which arise from work performed by Contractor for City.
3. All required insurance policies: For any claims related to this contract, Consultant’s insurance coverage shall be primary and any insurance maintained by City, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it.
4. All required insurance policies: A severability of interest provision must apply for all the additional insureds, ensuring that Consultant’s insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer’s limits of liability.
5. Each insurance policy required herein shall provide that coverage shall not be canceled, suspended, voided, reduced in coverage or in limits, non-renewed by the City Council 22 – 199 9/16/2025
carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City for policy cancellation or non-renewal due to non-payment.
6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: Heidi Chou, 215 S. Center St., M-85, Santa Ana, CA 92701. The name and location of the project or event should be included in the Description of Operations section of each certificate.
Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. City may require 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.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state of California with a current A.M. Best rating of no less than A: VII, unless otherwise acceptable to City.
Verification of Coverage
Consultant shall furnish 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 Entity 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. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:
1. The retroactive date must be shown and must be before the date of the contract or the beginning of work.
2. Insurance must be maintained and evidence of insurance must be provided for at least three (3) years after completion of work.
3. 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, Company must purchase “extended reporting” coverage for a minimum of three (3) years after completion of work.
Subcontractors
Consultant shall require and verify that all sub-contractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from sub-contractors.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of City Council 22 – 200 9/16/2025
the risk, prior experience, insurer, coverage, or other special circumstances.
7. 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.
8. 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.
9. 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.
City Council 22 – 201 9/16/2025
10. 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.
11. CONFLICT OF INTEREST CLAUSE
a. 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.
b. No immediate family members of either the Mayor, City Council Member, or any appointed City Official, including appointed board and commission members, as defined under the City’s Municipal Code, whose position with the City shall award or influence the award of this Agreement, or any competing contract or amendment thereof, shall be employed in any capacity by the Consultant or have any other direct or indirect financial benefit or interest in this Agreement. c. The section also prohibits the awarding of any agreement, contract, grant, or any amendment to those awards, to any former full-time employee for one-year from date of employee separation except for any CalPERS retiree as authorized by City Council resolution
d. The Consultant must comply with all conflict of interest laws, ordinances, and regulations now in effect or hereafter to be enacted during the term of this (Contract, Agreement, or Grant). The Consultant warrants that it is not now aware of any facts which conflict with the prohibitions defined above. If the Consultant hereafter becomes aware of any facts that might reasonably be expected to create a conflict of interest, it must immediately make full written disclosure of such facts to the City. Full written disclosure must include, but is not limited to, identification of all persons implicated and a complete description of all relevant circumstances. Failure to comply with the provisions of this paragraph will be a material breach of this Agreement. e. Consultant covenants that none of its directors, officers, employees, or agents shall City Council 22 – 202 9/16/2025
participate in selecting or administrating any subcontract supported (in whole or in part) by City funds stemming from the Agreement where the awarding of the subcontract has any direct or indirect financial benefit or interest to any individual, as defined in subsections (b) and (c) above.
12. 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.
13. 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.
14. 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 Consultants retained by City.
15. 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. 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 City Council 22 – 203 9/16/2025
Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
16. 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.
17. 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.
18. 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.
19. 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:
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
City Council 22 – 204 9/16/2025
With courtesy copies to:
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
To Consultant:
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.
20. 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.
Luke Robert Stephenson, PE, PMP
President
Enterprise Automation
9050 Irvine Center Drive
Irvine, CA, 92618
City Council 22 – 205 9/16/2025
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 Alvaro Nuñez
City Clerk City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney ENTERPRISE AUTOMATION
By:
Kyle Nellesen
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Rudy Rosas, P.E.
Acting Executive Director
Public Works Agency
Luke Robert Stephenson
President
Rodolfo
Rosas
Digitally signed by
Rodolfo Rosas
Date: 2025.08.28
16:24:37 -07'00'
City Council 22 – 206 9/16/2025
EXHIBIT A
SCOPE OF SERVICES
City Council 22 – 207 9/16/2025
City Council 22 – 208 9/16/2025
City Council 22 – 209 9/16/2025
City Council 22 – 210 9/16/2025
City Council 22 – 211 9/16/2025
City Council 22 – 212 9/16/2025
EXHIBIT B
CONSULTANT’S PROPOSAL
City Council 22 – 213 9/16/2025
Proposal Response for:
PLC Programming and Consulting Services
v.1.0.0
EA PROJECT NUMBER: EA25CSA160
Prepared for: City of Santa Ana
On: May 29, 2025
Prepared by:
Marshall McElroy
Client Account Manager
“Nothing Leaves Untested”
City Council 22 – 214 9/16/2025
Subject: PLC Programming and Consulting Services
Attention: Fallon Franklin
Thank you for providing this opportunity to submit our proposal for PLC Programming and Consulting 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 configure PLC and HMI control system programs for the City’s water production facilities on as-needed basis. The City is additionally searching for a firm that has the expertise and capacity to provide professional automation consultation services for each of the City’s major CIP projects.
Enterprise Automation is the City’s most recent Change Manager (CM) and one of three qualified, City approved PLC programmers. Enterprise Automation has delivered this RFP’s scope of services for the City across nearly 30 projects and has been the City’s trusted system integrator for the past 10 years.
Over the course of our relationship with the City, we have acted as an extension of the City’s staff to implement protocols, best practices, and standards that have ensured site implementation consistency and significantly enhanced the City’s water controls infrastructure over their water assets.
Enterprise Automation fully understands the complexity and risk associated with this contract and has executed work under similar contracts for over two dozen municipalities. EA is one of the most highly certified, trained, and recognized firms in the region and is more than capable of executing this scope of work. We are ideally positioned to meet the City’s specific needs and ensure that the City’s water controls infrastructure will continue to adhere to their standards and operate at peak efficiency.
Notably,
1. We specialize in the design, implementation, testing, and commissioning of water and wastewater PLC and SCADA controls systems.
2. Our staff has 180 certifications, 13 professional engineering licenses, and has completed 1,300+ projects with the City’s standardized technologies (AVEVA and Schneider Electric).
3. We have a holistic understanding of the City’s vision for their SCADA assets. We developed the design standards that are currently being used to upgrade the City’s pump stations.
4. EA designed and implemented the City’s highly effective Change and Source control systems.
5. EA’s headquarters, and the majority of our staff, is located in Irvine, less than 30 minutes away from most of the City’s water assets.
The following proposal describes our standard methodologies and initiatives, which we use to deliver consistent, high-quality systems for our customers and would continue to use on City projects.
We appreciate your review of our proposal and consideration of Enterprise Automation (C corporation) as your trusted partner. We hope to have the opportunity to continue providing our best-in-class service with a meticulous commitment to fiscal responsibility and efficiency for the City.
As the Client Account Manager, I hereby submit this RFP response. This proposal is valid for a 120-day period from the date of submittal, May 29, 2025.
Sincerely, On behalf of:
Marshall McElroy Luke Stephenson, PE, PMP
Client Account Manager President
City Council 22 – 215 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Table of Contents
Page Number: 1 of 1
Table of Contents
Table of Contents..............................................................................................................................................1
1. Agreement Statement..............................................................................................................................2
2. Firm and Team Experience .....................................................................................................................3
2.1 Firm Overview....................................................................................................................................3
2.2 Tetra Tech..........................................................................................................................................3
2.3 Our Services.......................................................................................................................................4
2.4 Project Team.....................................................................................................................................5
2.5 Qualifications.....................................................................................................................................6
3. Understanding Scope of Services..........................................................................................................9
3.1 Documentation Investigation.........................................................................................................9
3.2 Program Investigation and Troubleshooting ..............................................................................9
3.3 Program Development, Testing, and Maintenance................................................................. 10
4. Relevant Project Experience ................................................................................................................ 11
4.1 Project Profiles............................................................................................................................... 12
5. References .............................................................................................................................................. 16 Appendix A: Well 40 Scope of Work............................................................................................................ 18 Appendix B: Resumes.................................................................................................................................... 19 Appendix: C Certification Documents ........................................................................................................ 20 City Council 22 – 216 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Agreement Statement
Page Number: 2 of 20
1. Agreement Statement
While Enterprise Automation is prepared to sign the standard agreement in Attachment 4 of the City’s RFP as is, we would appreciate the opportunity to discuss certain terms for clarification prior to the execution of this contract.
Terms to be discussed include:
• Limitation of Liability
• Indemnification
• Consequential Damages
• Insurance and Liability
• Termination
• Misc. items the City’s contract is silent on
Enterprise Automation also meets the insurance requirements detailed in the RFP and can provide evidence of financial capacity to fully perform the required services.
City Council 22 – 217 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Firm and Team Experience
Page Number: 3 of 20
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. Over the past 26 years, our staff has grown to almost 60 individuals, the majority of whom are full-time, degreed engineers working from our local headquarters in Irvine, CA. Due to our growth, we an additional office in Phoenix, Arizona.
EA serves a variety of process-driven industries but specializes in systems that monitor and control the treatment, distribution, and storage of water and wastewater. We focus on providing
relationship-based and client-centric integration and on call services, and our traditional systems integration services (including upgrading, maintaining, and replacing SCADA and PLC systems) are complemented by a suite of consulting services including but not limited to on call services, SCADA and OT network audits, master planning, cybersecurity, and budget management.
We have the experience, project management systems, and bandwidth to complete various projects/task orders in parallel and on an as-needed, on-call basis. Furthermore, we have a long history of designing and implementing SCADA platforms and PLC
hardware that provide lasting value, are easy to maintain, and experience little unexpected downtime.
2.2 Tetra Tech
Tetra Tech is a global leading provider of water-focused consulting and engineering services and has over 50 years of experience in the engineering industry. EA was acquired by Tetra Tech in 2021 and is now helping lead their newly formed Digital Systems Group (DSX), which provides automation solutions for various industries that rely on complex control systems. We leverage the combined strength of the DSX group to deliver high quality projects in any industry and in any location.
Through Tetra Tech, we have access to 500 global offices and can utilize any of their 28,000 employees as embedded team resources, providing unprecedented access to specialists in cyber security, water and wastewater design, renewable energy, and hundreds of other disciplines.
Within Tetra Tech, EA still operates as our own brand with independent management, and we maintain our focus on personal relationships that create long term value for our clients. “We are Project Execution Specialists”
City Council 22 – 218 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Firm and Team Experience
Page Number: 4 of 20
2.3 Our Services
Beyond the requested services outlined in the RFP, EA offers a broad range of additional capabilities. Below is a high-level summary of our full service offering.
Requested Services
Modicon PLC architecture design and programming
• Control strategy design and documentation
• PLC configuration, modifications, and conversions
Magelis local interface (HMI/OIT) configuration and programming As-needed and urgent support
• Dedicated after-hours phone service
• Routine maintenance visits
• Mission critical deployments
OT network, server, and hardware configuration
• Router/switch configuration
• Network communications design and configuration
• Radio system troubleshooting, design and
configuration
Additional Areas of Expertise
SCADA system design and configuration
• Back-end data processing
• User interface and screens
• Alarms, trending, and process data historian
Budgeting and Master Planning
SCADA platform standardization, architecture
development, and optimization
• IC&E and SCADA Standards
• Virtualized SCADA server platform design and
configuration
• Predictive analytics development/deployment
consulting and solution services
SCADA cybersecurity support services
• IT/OT audits/investigations
• Domain and software management
• Domain server infrastructure design and configuration Control panel design, procurement, and testing
City Council 22 – 219 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Firm and Team Experience
Page Number: 5 of 20
2.4 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 as-needed 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. EA has 40 full-time degreed engineers to choose from to support this project team. Many of our project engineers, including the Architect and Project Technical Lead, have been supporting the City’s projects for years, gaining valuable knowledge and experience with the City’s assets.
Garrett, the Project Manager, will be the City’s primary point of contact throughout the life of this contract. Detailed resumes are provided in Appendix A Resumes.
City Council 22 – 220 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Firm and Team Experience
Page Number: 6 of 20
2.5 Qualifications
Below is a detailed description of how Enterprise Automation meets and exceeds the City’s minimum requirements as well as additional qualifications we deem relevant to the City’s RFP.
2.5.1 Minimum Qualifications
2.5.1.1 Code Compliance
The City requires that 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. For each of our clients’ projects, EA ensures a clear understanding of the different standards and codes required for our scope of services and adheres to them. EA has an internal team of senior engineers that regularly studies new editions of these standards, informs our engineering team, and enforces compliance to these for all of our projects.
EA works diligently to ensure compliance with the latest editions of each code and standard the City requires, including:
• Institute of Electrical and Electronics Engineers (IEEE) • National Electrical Code (NEC) standards
• National Fire Protection Agency (NFPA)
• American Society of Testing and Materials (ASTM)
• International Electrical Testing Association (NETA)
• State Department of Industrial Safety (CAL/OSHA)
2.5.1.2 Years of Experience
The City requires proposers to have 5 years of experience in providing SCADA network and PLC programming services. EA has been in business performing SCADA and PLC programming services for over 26 years. Additionally, we have had team members that have been working with the City specifically for 10 years, both metrics far exceeding the requirement of 5 years the City has requested.
2.5.1.3 State and Local Permits
The City requires that proposers possess state and local permits, licenses, and certificates requires by law to commence, carry, and complete the work for this RFP. Given EA’s experience in this line of work, we believe the only permit, license, or certificate that may be required is to be registered with the Department of Industrial Relations (DIR). Enterprise Automation is not registered with the California DIR because our technical staff are exempt employees with engineering degrees or equivalent. We therefore have no staff that qualify under any prevailing wage category. Accordingly, we have no wage information to report or lodge with the DIR and are exempt from registration.
2.5.1.4 Equipment Provisions
The City requires proposers to provide all necessary equipment to competently perform and complete work as specified. To support all of our clients, EA purchases consignment licenses so that we have our own licenses for the software our clients use. Additionally, EA purchases PLC and communications hardware to build a physical testing and development environment, configured to replicate each of our clients’ onsite controls systems. This way, in-house development and testing prior to commissioning is a standard practice unique to EA.
City Council 22 – 221 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Firm and Team Experience
Page Number: 7 of 20
2.5.2 Additional Qualifications
2.5.2.1 Schneider Electric PLCs, HMIs, and RTUs
As an advanced user of Schneider Electric’s SCADA platforms, Modicon PLCs, and wide range of instrumentation and controls technologies, we have achieved significant status with their global brand and won their global 2023 Sustainability Impact Award. We are:
• The first partner to earn Modicon PLC Modernization Certified credentials • The first and one of two Water & Wastewater certified Alliance Partners in the USA We have the most Schneider certified employees in California and have worked with over a dozen California water entities that use Schneider Electric products, ranging from modern Modicon M340s and M580s to aged Quantum and Momentum. Additionally, we have more Control Expert and EcoStruxure Control System professionals than any firm in the country.
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
32 Certifications
16 Schneider Clients
560+ Projects
City Council 22 – 222 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Firm and Team Experience
Page Number: 8 of 20
2.5.2.2 AVEVA SCADA Software
As noted in the City’s response to RFIs, the City utilizes AVEVA’s SCADA software, AVEVA System Platform. Should support be needed for the SCADA platform, EA is one of the most expeirenced systems integrators in the area to assist the City with this software.
In 2020, due to our breadth of project experience and product expertise, Enterprise Automation was selected as AVEVA’s first Endorsed System Integrator in California, placing us in the top 1% of AVEVA systems integrators in the world. Because of our exemplary work with AVEVA products, AVEVA selected EA as their 2023 System Integrator of the Year.
EA carries more AVEVA certifications than any integrator in California. Our staff has earned 65 certifications across 10 different AVEVA products.
Because EA has such a close relationship with Wonderware and their local distributor, Wonderware California, we have access to the highest tiers of support and technical expertise and ensure our clients never overpay for support or upgrades.
The following is an abbreviated list of our clients who use AVEVA products:
Client Application Technology
City of Huntington
Beach Water and wastewater AVEVA Reports 2023
City of Newport Beach Water Wonderware Historian, Wonderware App Server 2020
City of San Mateo Water Wonderware Historian 2020, Wonderware App Server
City of Santa Ana Water AVEVA System Platform
Encina Wastewater
Authority Wastewater treatment Wonderware Historian 17.2 Golden State Water Water treatment and
distribution Wonderware Historian 2014, InTouch 2014
OC Sanitation Water treatment and
distribution Wonderware App Server 2020
Scholl Canyon Waste management Wonderware
South Coast Water
District Water InTouch 10.5
Sweetwater Authority Water treatment and
distribution
Wonderware Historian 2017, AVEVA Production
Management 2020
Vallecitos Water District Water AVEVA Historian, AVEVA System Platform 63 Certifications
31 AVEVA Clients
780+ Projects
City Council 22 – 223 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Understanding Scope of Services
Page Number: 9 of 20
3. Understanding Scope of Services
Enterprise Automation understands that the City, through this RFP, is seeking a highly qualified Industrial Automation Systems Integrator that will:
1. Investigate and document existing control circuits for which no documentation or outdated documentation exists
2. Troubleshoot existing control circuits to help identify root problems affecting the control process
3. Provide PLC program support (update and troubleshoot existing programs and develop new programs)
4. Provide HMI/OIT support (add new screens, write new programs, troubleshoot existing programs)
5. Provide PLC maintenance (firmware updates, PLC component testing, point to point IO testing, etc.)
6. Provide support for the dedicated SCADA Network (network troubleshooting, update network drawings)
Following is a summary of our approach to these services. A detailed scope of work aligning with the Fee Proposal for Well 40 is included in Appendix A.
3.1 Documentation Investigation
EA understands the importance of accurate documentation for controls systems and takes great measures to ensure our clients have thorough documentation that can be used to maintain their system. Without the existence of design documentation or unreliable documentation, a system becomes much more difficult to troubleshoot and correct issues.
For a project with existing documentation, especially if it is unknown if the documentation is in an as-built state, EA will conduct an onsite investigation to verify the accuracy of the documentation.
Where there are discrepancies, EA will redline existing documents to match onsite conditions.
If a project has no site documentation or is a brand new site, EA will include the development of site documentation in our scope of work. This assists in future troubleshooting efforts and allows EA to conduct programming activities in a much more efficient manner.
3.2 Program Investigation and Troubleshooting
A prerequisite for accurate program investigation and troubleshooting is having design documentation that details how the program is supposed to operate for a given site. After EA gathers, verifies, and/or develops new documentation, EA will be properly equipped to conduct a program investigation and troubleshooting tasks.
EA will primarily utilize a program backup to investigate and make changes to a client’s programs.
After identifying the source of the issue, EA will make updates on our internal test platform (discussed in Section 3.3) prior to deploying the fixes to the live system. This methodology promotes risk mitigation practices, ensuring changes to programs do not cause unexpected issues prior to implementing them on the live controls system.
City Council 22 – 224 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Understanding Scope of Services
Page Number: 10 of 20
3.3 Program Development, Testing, and Maintenance
EA utilizes an internal test and development platform (test platform) at our headquarters in Irvine to develop, test, troubleshoot, and remotely support our clients and their PLC/HMI programs.
Our test platform is a critical resource that allows us to replicate a situation and test remediation strategies much faster than we could if we had to mobilize and travel to site to test our clients’ programs. It also allows us to develop and test program updates in an isolated environment where production and personnel safety are not affected.
The core of our test platform is the test platform server infrastructure, which hosts virtualized, asbuilt clones of all onsite computers, network appliances, and in cases where a physical version is not practical, simulated network security devices. Servers are air-gapped and secured using industry and Department of Homeland Security best practices.
When the City requires any PLC/HMI programming, testing, troubleshooting, or maintenance, EA will utilize the test platform to execute work prior to onsite deployments. EA has hosted the City’s PLC backups and hardware for the last 10 years.
City Council 22 – 225 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Relevant Project Experience
Page Number: 11 of 20
4. Relevant Project Experience
For over 20 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 our success with these contracts is founded on our strong partnerships with our clients. These relationships are built on the mutual trust that both sides are equally dedicated to accomplishing the common goal of creating a standardized, effective, and reliable SCADA system.
The table below highlights some of our key municipal clients and the scope of services we provide that are relevant to this RFP.
Client
PLC Programming ServicesFunctional SpecificationsProgramming and Testing SpecsSCADA Source ControlSCADA Change ControlCode CompliancePM and CoordinationControl Panel DrawingsFactory Acceptance TestingSite Acceptance TestingSCADA/PLC Training 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
Carlsbad Municipal Water
District
City of Santa Monica
City of San Mateo
Valley Center Municipal Water
District
South Coast Water District
Golden State Water Company
City Council 22 – 226 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Relevant Project Experience
Page Number: 12 of 20
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 ongoing Change Manager Services, EA currently assists the City’s SCADA programmer in configuring new screens and tags in the new AVEVA System Platform 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:
Heidi Chou
Principal Civil Engineer
(714) 647-3571
[email protected]
PROJECT MANAGER:
Garrett Prevo
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
-AVEVA System Platform
Project Metrics
-EA’s Services Value - $2M
-Contract Period- 2018 - Present
City Council 22 – 227 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Relevant Project Experience
Page Number: 13 of 20
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 Lakeview Ave.
Chula Vista, CA 91910
CLIENT CONTACT:
Justin Brazil
Director of Water Quality
(619) 409-6802
[email protected]
PROJECT MANAGER:
Michael McKenney
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 22 – 228 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Relevant Project Experience
Page Number: 14 of 20
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:
Stewart Griffin
Utilities Technology Coordinator
(714) 374-1755
[email protected]
PROJECT MANAGER:
Clarence Go
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 22 – 229 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Relevant Project Experience
Page Number: 15 of 20
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
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 - Present
City Council 22 – 230 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
References
Page Number: 16 of 20
5. References
City Council 22 – 231 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
References
Page Number: 17 of 20
City Council 22 – 232 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Appendix A: Well 40 Scope of Work
Page Number: 18 of 20
Appendix A: Well 40 Scope of Work
City Council 22 – 233 9/16/2025
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com Page Number: 0 of 18
Scope of Work
W e ll 4 0 P ro g ra m m in g
a n d Co n su lt in g Se rvice s
v.1.0.0
PROJECT NUMBER: EA25CSA160
Prepared for: On:
City of Santa Ana 5/29/2025
Prepared by:
Marshall McElroy
Reviewed by:
Alex Stipe
Address: 9050 Irvine Center Drive, Irvine, CA 92618 USA
Phone: (949) 769-6000
Web: www.eaintegrator.com
City Council 22 – 234 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 1 of 17
History
Revision Date Description of Change Author Reviewed
1.0.0 5/29/2025 Original MM AS
Table of Contents
History.............................................................................................................................................................1 Table of Contents..........................................................................................................................................1 Acronyms and Terms...................................................................................................................................2 1 Proposal Background...............................................................................................................................3 2 Project Goals..............................................................................................................................................4 3 Assumptions..............................................................................................................................................4 4 Scope of Work ...........................................................................................................................................5
4.1 Control Narrative...............................................................................................................................5 Control Narrative Deliverables................................................................................................................5
4.2 Control Wiring....................................................................................................................................6 Control Wiring Deliverables.....................................................................................................................6
4.3 Magelis HMI.......................................................................................................................................6 Magelis HMI Deliverables........................................................................................................................6
4.4 PLC Programming............................................................................................................................7 PLC Programming Deliverables .............................................................................................................7
4.5 HMI Programming............................................................................................................................7 HMI Programming Deliverables.............................................................................................................8
4.6 Control Strategy Meeting ................................................................................................................8 Control Strategy Meeting Deliverables .................................................................................................8
4.7 HMI Screen Development Meeting ...............................................................................................8 HMI Screen Development Meeting Deliverables.................................................................................8
4.8 Loop Drawings ..................................................................................................................................9 Loop Drawings Deliverables ...................................................................................................................9
4.9 Factory Acceptance Testing...........................................................................................................9 Factory Acceptance Testing Deliverables............................................................................................9
4.10 Site Acceptance Testing .................................................................................................................9 Site Acceptance Testing Deliverables...................................................................................................9
4.11 PLC Testing Plans ......................................................................................................................... 10 PLC Testing Plans Deliverables........................................................................................................... 10
4.12 Training............................................................................................................................................ 10 Training Deliverables............................................................................................................................. 10
4.13 Value Added Services ................................................................................................................... 11 Value Added Services Deliverables..................................................................................................... 13 5 Assumptions & Clarifications .............................................................................................................. 14 6 Schedule .................................................................................................................................................. 15 7 Cost Estimate ......................................................................................................................................... 15
7.1 Materials.......................................................................................................................................... 15
7.2 Travel ............................................................................................................................................... 16 8 Conclusion............................................................................................................................................... 16 City Council 22 – 235 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 2 of 17
9 Terms & Conditions............................................................................................................................... 17 Appendix A: Deliverables List....................................................................................................................... 18 Client Deliverables...................................................................................................................................... 18 Internal Deliverables .................................................................................................................................. 18 Acronyms and Terms
For the remainder of the document the following acronyms will be used Term Description
EA Enterprise Automation (Integrator)
FAT Factory Acceptance Test
HMI Human Machine Interface
O&M Operation and maintenance manuals
PLC Programmable Logic Controller
PM Project Manager
SAT Site Acceptance Test
SCADA Supervisory Control and Data Acquisition (refers to the entire automation system)
CoSA, the City City of Santa Ana
City Council 22 – 236 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 3 of 17
1 Proposal Background
In March 2018, the City of Santa Ana awarded Enterprise Automation (EA) a three-year professional services agreement to provide SCADA and PLC “Change Management” services which was extended an additional two years and awarded again in 2023. In this role, EA is responsible for promoting and implementing standardization and best practices throughout the City’s water distribution SCADA system. EA 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 38, Garthe Pump Station, Walnut Pump Station, and more.
Additionally, Enterprise Automation is one of the City’s contracted systems integrators responsible for PLC and HMI programming. The focus of this project is the design and implementation of the control systems at Well 40.
EA’s specific deliverables and tasks for this project are:
1. Develop the following design documentation for Well 40 a. Panel design (ready for fabrication drawing set and design calculations) b. PLC Functional Specification (Functional Specification) c. Loop drawings
2. Host Control Strategy and HMI Screen Development Workshops
3. Procure a new Magelis HMI for the Well 40 control panel
4. Program the PLC and HMI for Well 40
5. Generate PLC Testing documentation
6. Execute SCADA Factory Acceptance Testing
7. Execute Site Acceptance Testing
8. Develop operator training manuals and deliver training sessions
9. Value Added Services
a. Project initiation, meetings, and project management services b. Develop the following design documentation for Well 40 i. Tag, IO, and equipment lists
ii. HMI Design
iii. Network overview drawing
c. Execute internal PLC and HMI integrated testing
d. Develop panel testing procedures and checklists
e. Execute panel FAT
f. Provide deployment planning documentation and workshops g. Execute onsite deployment activities pre-SAT
h. Deliver post-commissioning as-built design documents City Council 22 – 237 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 4 of 17
2 Project Goals
The goals of this project are:
1. Develop designs according to the City’s existing SCADA, PLC, OIT, network, IO, and panel standards.
2. Ensure that the control requirements for Well 40 are thoroughly documented.
3. Help the City achieve their long-term goal to standardize their entire water distribution SCADA system.
4. Develop PLC and HMI programs according to developed design documentation
5. Test and deploy Well 40 PLC programs, HMI programs, and PLC control panel
6. Train operations staff on usage of the control system for Well 40
7. Reduce budget and operational risk from the implementation and commissioning phases of this project.
3 Assumptions
Please see Section 5 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 22 – 238 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 5 of 17
4 Scope of Work
This section details the scope of work for tasks included in the estimate, 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)
4.1 Control Narrative
EA will develop a Functional Specification for Well 40, which will specify PLC program details and how the PLC program is expected to operate. This specification will be based on specifications EA has developed for previous City projects and the City’s standards. This 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 Well 40, 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.
Control Narrative Deliverables
Client Deliverables
1. Functional Specification
Internal Deliverables
1. None
City Council 22 – 239 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 6 of 17
4.2 Control Wiring
EA will be responsible for the development of a control panel drawings package for Well 40. The Well 40 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) 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 Wiring Deliverables
Client Deliverables
1. Well 40 Panel Design
Internal Deliverables
1. None
4.3 Magelis HMI
EA will procure a Magelis HMI for this project to be installed and programmed on the Well 40 control panel.
Magelis HMI Deliverables
Client Deliverables
1. Well 40 Magelis HMI
Internal Deliverables
2. None
City Council 22 – 240 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 7 of 17
4.4 PLC Programming
4.4.1 Development and test environment setup
EA currently has a copy of the City’s M340 PLCs and Magelis HMIs running on our office servers.
This was set up through a previous contract and is used to facilitate Factory Acceptance Testing (FAT) and programming for other City projects. EA will repurpose the existing hardware for this project.
4.4.2 Configuration
EA will create new tagging for Well 40’s I/O points. The PLC and HMI configuration will then be developed according to the Well 40 Functional Specification and HMI specification (value added service) developed through this project. Tasks will include importing tags, configuring process control logic, and configuring HMI panels.
The programs will be developed using the City’s standard PLC code modules, which will be paired with the City’s templatized HMI panel objects (e.g. a pump has PLC function block that pairs with an HMI graphic, together providing a full suite of pump features). This significantly reduces configuration and testing effort, improves operator familiarity between sites, and reduces the risk of errors.
Once complete, all configurations will undergo desk checks and peer reviews to ensure compliance with the specifications before they can be cleared for formal testing.
PLC Programming Deliverables
Client Deliverables
1. Well 40 PLC program
Internal Deliverables
1. None
4.5 HMI Programming
Using the same test and development environment for the PLC programming tasks, EA will program the Well 40 HMI screens as designed during the design phase. EA will utilize the designs that have been developed and discussed with the City to efficiently program and desk check the new screens.
The City will be responsible for the SCADA programming portion of this project. EA will send the City’s SCADA developer a SCADA design guide and SCADA tag list to assist with the recently implemented AVEVA SCADA platform. EA will also be responsible for providing a list of PLC tags that are available for the SCADA system. EA will then host a screen review webinar to review an OIT screen mockup with the City. This review typically occurs before HMI screens are fully animated to prevent rework. EA expects representatives from the City to attend the webinar.
Once complete, all configurations will undergo desk checks and peer reviews to ensure compliance with the specifications before they can be cleared for formal testing.
City Council 22 – 241 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 8 of 17
HMI Programming Deliverables
Client Deliverables
1. Well 40 HMI screens
Internal Deliverables
1. None
4.6 Control Strategy Meeting
During the design phase of the project, EA will host a Control Strategy Workshop with the City.
The intent of this meeting is to discuss control strategy requirements with the City and understand how the control system is intended to work. With this understanding, EA will develop the Functional Specification and effectively develop the PLC program that matches the City’s expectations.
EA will develop and submit an agenda and meeting minutes for this workshop.
Control Strategy Meeting Deliverables
Client Deliverables
1. Control Strategy Meeting agenda and meeting minutes
Internal Deliverables
1. None
4.7 HMI Screen Development Meeting
During the development of the HMI screens, EA will host a HMI Screen Development Workshop with the City. The intent of this meeting is to review the screens being developed with the City and gather feedback to incorporate into the screens/programs. The intent of the timing of this workshop is to ensure changes are made prior to functional testing and onsite deployment.
EA will develop and submit an agenda and meeting minutes for this workshop.
HMI Screen Development Meeting Deliverables
Client Deliverables
1. HMI Screen Development Meeting agenda and meeting
minutes
Internal Deliverables
1. None
City Council 22 – 242 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 9 of 17
4.8 Loop Drawings
EA will develop loop drawings for Well 40. The intent of developing these is to visualize the different loop components within the control system (i.e. show how each of the input, output, and feedback mechanisms interact within the control system). EA has budgeted around the industry best practice of developing a loop drawing for each individual IO point within Well 40’s control system.
EA will submit the loop drawings to the City for review and feedback.
Loop Drawings Deliverables
Client Deliverables
1. Loop Drawings
Internal Deliverables
1. None
4.9 Factory Acceptance Testing
Enterprise Automation will host a Factory Acceptance Test (FAT) with the City at EA’s office. The FAT will provide the City with an opportunity to review EA’s testing process and get some handson experience with the final product before it is deployed in the field. FAT is typically a subset of the internal testing process. EA will ask the City to identify which test procedures they would like to complete during FAT.
EA will require that the City sign off on the FAT before deployment can begin.
Factory Acceptance Testing Deliverables
Client Deliverables
1. Completed and signed FAT documentation
Internal Deliverables
1. None
4.10Site Acceptance Testing
While onsite during commissioning, EA will perform Site Acceptance Testing (SAT) procedures.
The purpose of these tests is to ensure the site programs are all working as expected to gain final project acceptance (client sign-off).
EA will require that the City sign off on the SAT before completing deployment.
Site Acceptance Testing Deliverables
Client Deliverables
1. Completed and signed SAT documentation
City Council 22 – 243 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 10 of 17
Internal Deliverables
1. None
4.11PLC Testing Plans
Testing documentation is a crucial piece to guiding successful outcomes during both internal testing and for witnessed testing. For each project, EA will develop internal testing documentation and Factory Acceptance Testing documentation to promote efficiency and to ensure there are no gaps in what we test prior to arriving onsite. EA will develop these procedures and checklists prior to internal testing.
PLC Testing Plans Deliverables
Client Deliverables
1. Internal testing documentation
2. SCADA FAT testing documentation
Internal Deliverables
1. None
4.12 Training
Following deployment, EA will spend time training operations staff on the usage of the new controls system. For Well 40, this training will include usage of the new HMI program to operate Well 40. EA has allocated a half day for this training class.
Training Deliverables
Client Deliverables
1. Training class
Internal Deliverables
1. None
City Council 22 – 244 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 11 of 17
4.13Value Added 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 (ex. Project initiation, key design document development, commissioning practices, etc.). These tasks have proven critical in maintaining project budgets, schedules, and deliverable quality. Though they are labeled as ‘Value Added Services’, we consider them non-optional scope.
4.13.1 Project Initiation and Meetings
4.13.1.1 Execution Planning
Following receipt of a Notice to Proceed or Purchase Order, execution planning will be the first technical task of this contract. This crucial engineering activity involves documenting the systematic process and milestones required to produce each deliverable.
Draft execution plans are created at the Initiation Stage and are frequently updated. This ongoing process helps the team accurately track progress and predict future performance.
Additionally, execution planning is an essential part of EA’s schedules and quality management program. They ensure that resource needs and technical risks are identified as early as possible.
4.13.1.2 Internal Kickoff
Once the project has been set up in our accounting system and an engineering team has been established, they will perform an internal team kickoff to review this proposal and discuss:
1. Client background, project background, and project goals
2. Project scope, budget, and milestones/schedule
3. All available relevant documentation (specs, designs, etc…) During or shortly after the internal kickoff, EA will develop a formal risk register to track known or potential project risks (commercial, technical, coordination, etc.) and mitigation strategies. The risk register will be updated on a regular basis throughout the life of a project and is available for client review at any time.
4.13.1.3 Project Kickoff Meeting
Following the internal kickoff meeting, EA will prepare for a formal kickoff meeting with the City.
We will release 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.
4.13.1.4 Internal Team Check-in Meetings
Brief check-in meetings between the EA PM and engineering project team will be conducted regularly throughout the project. These meetings are used to align all members of our team on overall project status, budget, schedule, and scope. The risk register is also updated as known risks are averted or mitigated and new risk scenarios are identified.
These formal meetings are a critical component to the success of a project as they facilitate and ensure team coordination and collaboration on a regular basis.
4.13.2 Specifications
In addition to the Functional Specification, EA will need to develop:
City Council 22 – 245 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 12 of 17
• Tag, IO, and equipment lists
• HMI design
• Network drawing
EA will develop an IO list, equipment list, and tag list to capture each of these design metrics early in the design phase. EA will submit these documents to the City for review and feedback.
Leveraging the City’s HMI Design Standards and previously developed template HMI specification, EA will develop the Well 40 HMI specification. The HMI specification will be an informal specification, defining the HMI functions and containing mockups of each screen.
EA will develop a basic network diagram for Wells 40 showing all equipment and their network connections. The single page diagram will be based on designs developed for previous projects.
EA will submit the network diagram to the City for review and feedback.
4.13.3 Testing
Once the PLC testing plans have been developed, EA will utilize those plans to conduct internal testing. Here, EA will test the PLC program point to point against the Functional Specification to thoroughly test the system prior to the FAT. EA will log and correct non conformances found during testing.
4.13.4 Panel Testing
In addition to functional testing, EA will also test the Well 40 control panel once it has been fabricated. Here, EA will utilize the panel design to ensure the panel has been fabricated and wired exactly to the specified drawings.
4.13.5 Commissioning
Prior to the SAT, EA will conduct full deployment preparation and execution. In preparation, EA will develop deployment planning procedures and checklists. EA will additionally host a deployment planning workshop to discuss and plan out deployment with the City.
While conducting onsite deployment, EA will review and verify the on-site installation of all PLC and HMI hardware and software, on-site testing, startup, final deploy tests along with final project acceptance (client sign-off).
EA will not be directly responsible for SCADA testing the new AVEVA SCADA system for this project. Please see the attached estimate for budgeted deploy hours.
4.13.6 Training Manuals
To help guide the training class, EA will develop a training manual for the operations staff to reference. The manual will help not only during the training class, but also afterwords to reference while the well is operating for troubleshooting. This training will exclude SCADA-specific training topics.
4.13.7 Closeout
At the close of the project, EA will update design specifications developed to as-built. The documents will then be compiled into a draft and submitted to the City’s Procore repository.
City Council 22 – 246 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 13 of 17
Value Added Services Deliverables
Client Deliverables
1. Kickoff meeting minutes
2. Project schedule in Gantt format
3. IO, tag, and equipment lists
4. Network design
5. Commissioned Well 40 panel and programs
6. Training manuals
7. As-built documentation
Internal Deliverables
1. Execution plans
2. Initial risk register
3. HMI design
4. Completed internal integrated testing
5. Completed panel testing
City Council 22 – 247 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 14 of 17
5 Assumptions & Clarifications
The following assumptions and clarifications were used in preparing this proposal:
1. EA will not design or commission a radio repeater panel for this project
2. Full wire tracing during the MCC investigation is not included in the scope of this project
3. Control panel on-site installation is not included
4. The City has recently implemented an AVEVA SCADA platform covering several well sites, including Well 40. EA recommends that we implement a test platform for the AVEVA SCADA system for future SCADA testing. Until this is set up, EA will not be responsible for testing the SCADA program that corresponds to the PLC and OIT programs for this project.
5. EA will have 2 engineers perform the SCADA FAT and 2 engineers present during the panel FAT
6. All PLC and OIT FAT testing will take place at EA’s office on the City’s test platform.
7. Unless specifically indicated in the scope of work that it will be included, design documentation developed through this project will not be stamped by a professional engineer.
8. All submittals will be transmitted in electronic format (no hard copies will be provided).
9. In order to maintain project flow and schedule:
a. Written approval (email or letter) is required for all submittals within 10 business days of release.
b. Response to meeting requests is required within 5 business days.
10. Delays due to mechanical, electrical, or IT related issues, production scheduling constraints, or lack of system availability out of EA’s control that result in additional site time will be charged at EA’s standard hourly rates.
11. This proposal does not include seismic calculations for the mounting hardware of industrial control panels. It is the client’s responsibility to ensure that all necessary seismic calculations are performed in compliance with applicable local laws, codes, and regulations. EA assumes no liability for seismic compliance unless explicitly stated in the scope of work.
12. Lead-Time & Supply Chain Impacts: Due supply chain unpredictability, quoted hardware lead-times and costs are subject to change without notice.
City Council 22 – 248 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 15 of 17
6 Schedule
The PM will release an initial schedule upon project initiation. 7 Cost Estimate
The tasks to be performed along with the estimated time to complete the tasks are detailed in the attached cost estimate (Appendix B).
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.
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 engineer-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.
7.1 Materials
Budget has been included for EA to procure the following item:
• Magelis HMI ,p/n HMIDT732, qty.1
City Council 22 – 249 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 16 of 17
7.2 Travel
Hotel stays, flights, and car rentals are billed at cost. Per diem is billed at the U.S. General Services Administration (GSA) rate, and mileage is billed at the IRS standard mileage rate as of 5/29/2025.
8 Conclusion
I welcome any further discussion that may facilitate the refinement of this scope of work. Please contact me at (949) 769-6000 ext. 116 or alternatively on my cell phone at (803) 640-3788 with any questions.
Submitted by
Marshall McElroy
Client Account Manager
City Council 22 – 250 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Well 40 Programming and Consulting Services
Page Number: 17 of 17
9 Terms & Conditions
Validity
This proposal is valid for 60 days starting 5/29/2025. Please note that due to current supply chain and economic factors, hardware pricing and availability may change without notice.
PSA
Terms and conditions are as per the following contract signed December 11, 2023 (A-2023-162-01):
CONSULTANT AGREEMENT TO PROVIDE ON-CALL ENGINEERING SERVICES
BETWEEN
THE CITY OF SANTA ANA
AND
PARTNERS IN CONTROL, INC., DBA ENTERPRISE AUTOMATION
City Council 22 – 251 9/16/2025
Well 40 Programming and Consulting Services Scope of Work EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine, CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Appendix A: Deliverables List
Appendix A: Deliverables List
Client Deliverables
1. Functional Specification
2. Well 40 Panel Design
3. Well 40 Magelis HMI
4. Well 40 PLC program
5. Well 40 HMI screens
6. Control Strategy Meeting agenda and meeting minutes
7. HMI Screen Development Meeting agenda and meeting minutes
8. Loop Drawings
9. Completed and signed FAT documentation
10. Completed and signed SAT documentation
11. Internal testing documentation
12. SCADA FAT testing documentation
13. Training class
14. Kickoff meeting minutes
15. Project schedule in Gantt format
16. IO, tag, and equipment lists
17. Network design
18. Commissioned Well 40 panel and programs
19. Training manuals
20. As-built documentation
Internal Deliverables
1. Execution plans
2. Initial risk register
3. HMI design
City Council 22 – 252 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Appendix B: Resumes
Page Number: 19 of 20
Appendix B: Resumes
City Council 22 – 253 9/16/2025
ENTERPRISE AUTOMATION ● 9050 IRVINE CENTER DRIVE ● IRVINE, CA ● 92618 PHONE (949) 769-6000 ● WWW.EAINTEGRATOR.COM Kyle Pickrell, P.E.
Engineering Supervisor, 8+ years of experience
Professional Summary
Formal Education
Bachelor of Science, Mechanical Engineering Cal Poly Pomona, 2016 Professional Certifications
• Professional Engineer, Control System Engineering, CS 7661 State of California, 2022 Formal Training
• VTScada Advanced Configuration and Scripting Trihedral, 2017 Significant Projects
Sweetwater Authority: Desalination Plant Upgrade
Kyle played key role on the expansion project for a desalination plant. He completed various project tasks during an ongoing one-year assignment for this project, including configuration, testing, and verification of dozens of SCADA screens. He also conducted an investigation and testing of communications between third party power meters, Citect, and Modicon PLCs. In addition, Kyle was involved with the testing of SCADA software. This was the largest project the company had to date, and Kyle helped overcome the challenges involving the project’s size and duration.
During a six-week commissioning and deployment period at Sweetwater Authority’s desalination plant, Kyle was in charge of the investigation and testing of numerous field devices, the investigation and testing of communications between Modicon PLCs and field devices, and equipment PID tuning. Because he was working with and around several subcontractors hired by the Authority during commissioning, several unique challenges presented themselves, especially in coordination. Kyle solved this problem by requiring that deployment plans and checklists be developed far in advance and thoroughly reviewed with all parties involved.
Sweetwater Authority: Distribution System PLC Upgrade
Kyle programmed 41 Schneider Electric PLC programs to replace outdated hardware at the Authority’s various distribution sites. Programming such a large volume of programs provided a challenge of planning and testing communications between programs prior to commissioning. However, Kyle created an intricate test platform and procedure to facilitate communications between the PLCs and a SCADA system to test all logic and ensure it worked properly.
Kyle is an expert in HMI and PLC configuration and has technical knowledge and extensive experience with PLC/SCADA design and standards, panel design, networking, programming, installation, and commissioning of a variety of systems including AVEVA Plant SCADA, VTScada, Wonderware InTouch, AVEVA System Platform, Think & Do, CRISP, Modicon/Schneider PLCs, and Magelis/Schneider OITs. He is diligent in his approach to engineering challenges and attacks every new project with ingenuity.
City Council 22 – 254 9/16/2025
ENTERPRISE AUTOMATION ● 9050 IRVINE CENTER DRIVE ● IRVINE, CA ● 92618 PHONE (949) 769-6000 ● WWW.EAINTEGRATOR.COM Sweetwater Authority: Annual Updates
Kyle reviewed and managed over 100 requested changes to the Authority’s existing SCADA system. He also created plans for execution for team members and commissioned approved changes to the Authority’s multiple PLCs for their Water Production and Distribution systems throughout the county. Furthermore, he started investigations and did troubleshooting for reported questions and issues that were caused by the existing control scheme. Kyle’s initiative was key to completing this project.
City of Santa Ana: Well Panel Upgrades
The City had existing panels that needed to be replaced with new equipment and a more functional design.
For this project, Kyle updated multiple wells’ panel designs to align with new standards. He investigated I/O for the wells, determined panel sizing, equipment, layout, and calculations in order to provide a design for contractors to build. Furthermore, he overcame obstacles regarding the different panel locations that included being indoors, in direct sunlight, and in corrosive environments, and he successfully produced a standardized layout.
City of Santa Ana: Walnut Pump Station Upgrade
Kyle programmed new Schneider Electric PLC and OIT systems for an upgraded pump station leveraging SCADA standards developed by another team member. The project involved significant system updates that required a new PLC and OIT to run the station effectively. Kyle overcame numerous challenges with the communications between the station’s old SCADA system and upgraded SCADA system both running at the same time. His ability to problem-solve and troubleshoot were instrumental to the success of this project.
City of Santa Ana: Multiple Projects
For this project, Kyle led individual engineers on separate projects to develop design documents including functional specifications, panel drawings, I/O lists, network drawings, graphics design guides, test documentation, and operator training manuals. He additionally led engineers in programming PLC and OIT programs through execution plans and program reviews. His leadership guided the project to completion.
B. Braun Medical: Control System Upgrade
Kyle served as the engineer on contract to upgrade the SCADA platform and control system for 13 sterilizers at B. Braun’s GMP-regulated medical supply manufacturing facility. His responsibilities included upgrading the Allen Bradley PLC programs to be compatible with the latest firmware and ControlLogix hardware and configuring new pages and IDE objects in the Wonderware ArchestrA based SCADA system. Kyle knew that thorough testing was a major need in this project due to the high visibility and risks inherent to the medical device industry, and he was systematic in his performance of those tests.
Work Experience
• Enterprise Automation, Irvine, CA, Engineering Supervisor May 2023 - Present • Enterprise Automation, Irvine, CA, Controls Engineer II July 2019 - May 2023 • Enterprise Automation, Irvine, CA, Controls Engineer I July 2016 - July 2019 City Council 22 – 255 9/16/2025
ENTERPRISE AUTOMATION ● 9050 IRVINE CENTER DRIVE ● IRVINE, CA ● 92618 PHONE (949) 769-6000 ● WWW.EAINTEGRATOR.COM Zack Gentry
Automation Architect, 9 years of experience
Professional Summary
Formal Education
Bachelor of Science, Chemical Engineering Cal Poly Pomona, 2015 Minor in Materials Science and Engineering
Professional Certifications
• AVEVA CitectSCADA Certified Expert (CSCE) v2018 AVEVA, 2020 • Control Expert Certified Professional Schneider Electric, 2021 • CSI AVEVA Predictive Analytics 2020 R1 AVEVA, 2021
• EcoStruxure Plant Certified – Control System Schneider Electric, 2022 • EcoStruxure Plant Certified – PLC Modernization Schneider Electric, 2024 • EcoStruxure Plant Certified – Process Expert Schneider Electric, 2019 • Networking Certified Professional (NCP) Schneider Electric, 2021 • Vijeo Citect Certified Professional (VCCP) Schneider Electric, 2015 • Water and Wastewater (WWW): Segment Specialized Partner Schneider Electric, 2024 • Water Distribution Operator, Grade D2 California State Water Resources Control Board, 2019 • Water Treatment Operator, Grade T2 California State Water Resources Control Board, 2019 Formal Training
• AVEVA Predictive Analytics (PRiSM) Training AVEVA, 2020 • Dream Report 5.0 Foundations Training Ocean Data Systems, 2020 Significant Projects
Sweetwater Authority: Predictive Analytics AI Development Zack was the Project Technical Lead for a project which successfully demonstrated the use of predictive analytics to determine maintenance needs of a train of reverse osmosis membranes. Zack managed the project team and provide technical authority and guidance in designing and configuring the AI models, overseeing data collection and processing, and development of a formal analysis report.
City of Santa Monica: AI Software Consulting
Zack served as Automation Architect for a project to guide the City through defining the highest value applications for AI software within their systems and setting technical requirements for vendors with current Zack has been Project Technical Lead for dozens of projects including control system upgrades for water treatment facilities, water distribution site design and implementations, and SCADA platform upgrades. His has expertise with designing PLC/SCADA standards, writing site functional descriptions, programming, installation, and commissioning of a variety of systems including CitectSCADA and AVEVA System Platform SCADA software as well as Modicon/Schneider Electric and Allen Bradley PLCs.
Zack’s expertise and leadership are major factors of projects’ successes.
City Council 22 – 256 9/16/2025
ENTERPRISE AUTOMATION ● 9050 IRVINE CENTER DRIVE ● IRVINE, CA ● 92618 PHONE (949) 769-6000 ● WWW.EAINTEGRATOR.COM and future needs in mind. Deliverables from this project included an AI software evaluation framework, comments on vendor proposals, and documentation on EA’s assessments of AI vendors and products. This project involved AVEVA Advanced Analytics, AVEVA Predictive Analytics, TwinThread, Seeq, Turing, AquaSight, IOSight, and Python.
Schneider Electric: Wastewater Treatment Facility Upgrades Zack was the Lead Engineer on a series of projects where Enterprise Automation has partnered with Schneider Electric’s Energy Sustainability Services group to modernize wastewater treatment facilities. He was part of the that team provided SCADA design and consulting services during the design and construction phases of the project. He assisted with the control system design, reviewed critical submittals, developed functional specifications, and led the control system commissioning planning and coordination.
His ability to accomplish multiple tasks at once was a contributing factor of this project’s success.
City of Newport Beach: SCADA System Services
Zack served as the Project Technical Lead to support an on-going effort to maintain and improve the City’s SCADA infrastructure. He worked alongside City staff to develop a long-term strategy to upgrade hardware, security, software, and system performance. He helped perform an audit of the system to highlight risk areas. He set forth a series of projects to upgrade site communications, replace SCADA servers, and deploy a new alarm dialer. His leadership was instrumental in the positive outcome of this project.
City of Fresno: Water Treatment Facility CO2 System Upgrade On a project to replace the CO2 system at the NE Surface Water Treatment Facility, Zack served as Project Technical Lead. This project integrated new equipment into the existing Schneider Electric Quantum and CitectSCADA system for monitoring and control. Zack was responsible for all facets of control system implementation, including networking, PLC programming, HMI programming, testing, on-site commissioning, and training.
City of Fresno: NE Surface Water Treatment Plant SCADA Upgrade Zack was selected as the Engineer on a project to upgrade obsolete hardware and software for facility’s control system. His responsibilities included converting the existing Hot Standby Quantum PLC program from Concept v2.6 to Unity Pro v11.0, reverse engineering the communications between the plant’s main Quantum PLC and various obsolete field devices, re-programming the field device communications using Ethernet and serial, and programming the plant’s main Quantum PLC to control 18 additional valves, providing on-site support during commissioning and testing. His ability to manage multiple responsibilities and execute them successfully was key to the success of this project.
City of Santa Ana: Groundwater Automation Consulting and Design Services As the Project Technical Lead, Zack was in charge of overseeing these projects, the goal of which were to upgrade the control system of multiple groundwater sites across the city. He developed control system standards and design documentation for groundwater wells, reservoirs, pump stations, lift stations, pressure reducing stations, and system connections to other entities. His meticulous attention to detail was beneficial for this project.
City of Fresno: T3 Surface Water Treatment Plant SCADA Upgrade Zack was selected as the Project Technical Lead on a project to replace the SCADA hardware and software for the facility’s control system. The project updated the software of the plant’s six PLCs and consolidated the plant’s SCADA system into a single redundant system that had standardized graphics. The SCADA platform upgrades he performed included a network re-design with industry best practices, a new City Council 22 – 257 9/16/2025
ENTERPRISE AUTOMATION ● 9050 IRVINE CENTER DRIVE ● IRVINE, CA ● 92618 PHONE (949) 769-6000 ● WWW.EAINTEGRATOR.COM Wonderware Historian, automated reports, and automatic alarm dialing. Zack led the commissioning of the system and supported plant operations staff during startup.
Sweetwater Authority: Desalination Facility Expansion
Served as Engineer on a project to overhaul the SCADA and control systems during the expansion of a 10- million gallon per day reverse osmosis desalination facility. Responsibilities included developing the functional specification (detailed control narrative) for the facility and programming of the Schneider Electric Quantum and M340 Unity-based PLC programs, onsite commissioning, testing, and training.
City of Santa Ana: Pump Station Control System Replacement Zack was chosen to be the Engineer on a project to revamp the control system of 20 MGD pump station within the City’s potable water distribution system. His responsibilities included reviewing and revising the functional descriptions for the pump station and other ancillary sites, specification and design of the facility’s Schneider Electric Magelis HMIs, programming of the Schneider Electric M340 Unity-based PLC programs, and onsite commissioning and testing. He managed the breadth of his responsibilities well, and the project was a success.
Water Replenishment District: Ground Water Improvement Project (GRIP) Zack served as consulting Engineer for the control system during the design-construction phase of the GRIP facility, an Advanced Water Treatment Facility (AWTF) designed to treated approximately 10,000 acre feet of tertiary water annually. He provided consulting services and reviewed the control panel & control networking implementation, PLC code, SCADA screens, alarm dialing, and reporting. He also maintained WRD’s SCADA control system standard library and managed standard change requests related to SCADA/PLC.
Encina Wastewater Authority: Wastewater Facility SCADA Replacement Design On a project to replace the SCADA and controls system of a wastewater facility serving over 400,000 residents, Zack was the Engineer. He was responsible for the investigation of the existing control system and for identifying areas for networking and control systems improvements and the designing, documenting, programming, and testing of SCADA and PLC standards.
Sweetwater Authority: Storage Tank Fill Control Reprogramming Zack served as the Engineer on a project to revise the control strategy used to automate the filling cycles of a 4-million-gallon water storage tank. Zack was in charge of the modification of the functional specification, the modification of Modicon Momentum and Quantum PLC programs, revisions to the Modbus serial radio communications configuration, the modification of Modicon Magelis OIT programs, the modification of a CitectSCADA HMI, and onsite commissioning and testing. His thoroughness with each task was vital to the successful end of this project.
Work Experience
• Enterprise Automation, Irvine, CA, Automation Architect Jan. 2023 - Present • Enterprise Automation, Irvine, CA, Controls Engineer II Jun. 2017 – Jan. 2023 • Enterprise Automation, Irvine, CA, Controls Engineer I Jun. 2015 – Oct. 2017 City Council 22 – 258 9/16/2025
ENTERPRISE AUTOMATION ● 9050 IRVINE CENTER DRIVE ● IRVINE, CA ● 92618 PHONE (949) 769-6000 ● WWW.EAINTEGRATOR.COM Garrett Prevo
Project Manager 1
Professional Summary
Formal Education
Masters in Global Management Thunderbird School of Global Management, 2019 Bachelor of Science, Organizational Management Ashford University, 2016 Significant Projects
City of Douglas, AZ: SCADA Conversion
Garrett was selected as the Project Manager for a SCADA systems design build project for the City of Doulgas, Arizona. Due to the multiple well sites and no SCADA system currently in use Garrett was chosen to lead the team of Engineers to help bring the City of Doulgas’s water system on-line. Coordinating with the City he helped develop a road map for water systems leading to future flexibility for the City as part of their 2030 sight picture
City of Santa Ana, CA: Multiple Projects
During the Santa Ana SCADA project, Matt was running up to 9 concurrent projects as the Project Manager.
Projects varied in scope and size, including a complete upgrade of several well sites, coordinating with multiple contractors (construction, sub-contractors, vendors) across a multi-million dollar/multi-year endeavor, annual support budgets, and routine maintenance within dedicated SCADA systems. The success of this projects lied with Garrett to carry though in several areas for the City of Santa Ana.
Suburban Water Systems: VTScada Conversion
Garrett was the Project Manager for a VTScada transfer project, unifying and migrating current system to a VTScada system to align with updated client requirements. He coordinated with multiple agencies and Engineers of Record in order to ensure operational requirements were met while minimizing plant downtime and increasing facility efficiencies.
Work Experience
• Enterprise Automation, Phoenix, AZ, Project Manager I Jan 2025 – Present • United States Air Force, Assistant Superintendent 63 AMU Dec 2020 – Oct 2024 • United States Air Force, Maintenance Superintendent, Osan AB, ROK Dec 2019 – Dec 2020 • United States Air Force, Weapons Section Chief, Nellis AFB, Nevada Oct 2016 – Dec 2019 • United States Air Force, Multiple locations Jun 2003 – Oct 2016 Garrett is a Project Manager for EA in the Peoria office. He joined EA after retirement from the United States Air Force where he was a Senior NonCommissioned office. He led teams of people in the aircraft maintenance arena, including multiple career fields within the Department of Defense, systems integration, control systems integration and has accumulated over 21 years of experience. He also has years of experience as a project manager for platform integration of the F-35 and oversees a large portfolio of projects. He has specific experience with master planning, design consulting, complex scheduling, project budgeting, scope management, and risk analysis.
City Council 22 – 259 9/16/2025
PLC Programming and Consulting Services RFP Response
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Appendix: C Certification Documents
Page Number: 20 of 20
Appendix: C Certification Documents
City Council 22 – 260 9/16/2025
City Council 22 – 261 9/16/2025
City Council 22 – 262 9/16/2025
City Council 22 – 263 9/16/2025
City Council 22 – 264 9/16/2025
EXHIBIT C
COMPENSATION
City Council 22 – 265 9/16/2025
Cost Proposal for:
PLC Programming and Consulting Services
v.1.0.0
EA PROJECT NUMBER: EA25CSA160
Prepared for: City of Santa Ana
On: May 29, 2025
Prepared by:
Marshall McElroy
Client Account Manager
“Nothing Leaves Untested”
City Council 22 – 266 9/16/2025
PLC Programming and Consulting Services Cost Proposal
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Table of Contents
Page Number: 1 of 1
Table of Contents
Table of Contents..............................................................................................................................................1
1. Fee Proposal..............................................................................................................................................2
2. Detailed Cost Estimate ............................................................................................................................3
3. Rates Sheet................................................................................................................................................4 City Council 22 – 267 9/16/2025
PLC Programming and Consulting Services Cost Proposal
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Fee Proposal
Page Number: 2 of 4
1. Fee Proposal
City Council 22 – 268 9/16/2025
13,060.40
23,010.20
4,441.34
21,151.05
15,583.90
1,277.20
1,277.20
21,151.05
City Council 22 – 269 9/16/2025
7,060.65
9,414.20
6,772.25
1,385.35
125,584.79
Partners in Control dba Enterprise Automation, A Tetra Tech Company 9050 Irvine Center Drive Suite 200, Irvine, CA, 92618
(803) 640-3788
[email protected]
Marshall McElroy
Client Account Manager
City Council 22 – 270 9/16/2025
PLC Programming and Consulting Services Cost Proposal
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Detailed Cost Estimate
Page Number: 3 of 4
2. Detailed Cost Estimate
Below is Enterprise Automation’s detailed cost estimate for Well 40. 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 ‘Value Added 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 22 – 271 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS Summary
Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price
Control Narrative 38 8 6 0 52 $13,060.40
Control Wiring 70 12 10 0 92 $23,010.20
PLC Programming 60 15 9 0 84 $21,151.05
HMI Programming 45 10 7 0 62 $15,583.90
Control Strategy Meeting 3 1 1 0 5 $1,277.20
HMI Screen Dev Meeting 3 1 1 0 5 $1,277.20
Loop Drawings 60 15 9 0 84 $21,151.05
Factory Acceptance Testing 12 12 3 0 27 $7,060.65
Site Acceptance Testing 16 16 4 0 36 $9,414.20
PLC Testing PLans 20 4 3 0 27 $6,772.25
Training 0 4 1 0 5 $1,385.35
Engineering Labor Totals 327 98 54 0 479 $121,143.45
Expenses Price
Magelis HMI $4,441.34
Total Expenses $4,441.34
Grand Total
Value Added Services
Proj. Eng. Lead Eng Proj. Mngr. Principal Hours Price
Initiation and Meetings 12 14 4 0 30 $7,889.80
Specifications 22 7 4 0 33 $8,363.60
Testing 20 20 5 0 45 $11,767.75
Panel Testing 8 6 2 0 16 $4,150.90
Commissioning 46 36 10 0 92 $23,875.40
Training Manuals 10 2 2 0 14 $3,522.60
Closeout 10 2 2 0 14 $3,522.60
Engineering Labor Totals 128 87 29 0 244 $63,092.65
Grand Total $63,092.65
# Engineering Labor Labor Hours Breakdown Totals
$125,584.79
# Engineering Labor Labor Hours Breakdown Totals
Summary + Added Scope
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
1 of 20 City Council 22 – 272 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price 200 Functional Specification 38 8 46 $11,422.70
Develop PLC Functional Specification
PLC control narrative
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
prepare and submit
post submittal changes
990 Project Management 6 6 $1,637.70
Coordination, project management, overhead, meetings
Hours 38 8 6 0 52
Price $9,197.90 $2,224.80 $1,637.70 $0.00 $13,060.40
Control Narrative
Engineering Labor Labor Hours Breakdown Totals
ENG Control Narrative
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
2 of 20 City Council 22 – 273 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price 250 Panel design 70 12 82 $20,280.70
Well 40 Panel design
back panel layout
prepare temperature calculations (as needed)
prepare power supply and battery calculations
compile bill of materials
internal review
preliminary design review with the client
Panel drafting support
Submittal
prepare and submit to client
post submittal changes
990 Project Management 10 10 $2,729.50
Coordination, project management, overhead, meetings
Hours 70 12 10 0 92
Price $16,943.50 $3,337.20 $2,729.50 $0.00 $23,010.20
Control Wiring
Engineering Labor Labor Hours Breakdown Totals
ENG Control Wiring
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
3 of 20 City Council 22 – 274 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS Magelis HMI
Totals
No. Description Manufacturer Part No. Qty. Unit Sell Total Sell Price Well 40 HMI Hardware $4,441.34
1. Magelis HMI Schneider Electric HMIDT732 1 $4,441.34 $4,441.34 Total (excludes sales tax) $4,441.34
Bill of Materials Amounts
EXP Magelis HMI
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
4 of 20 City Council 22 – 275 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price PLC programming 60 15 75 $18,694.50
220 Setup PLC and OIT development environment
networking equipment
400 Import tags from master tag list
configure memory
420 Program development
build program structure tree
develop process control logic
totalizers
alarming
OIT/HMI data exchange
I/O (network) reads and parsing
Peer review, final review, revisions
990 Project Management 9 9 $2,456.55
Coordination, project management, overhead, meetings
Hours 60 15 9 0 84
Price $14,523.00 $4,171.50 $2,456.55 $0.00 $21,151.05
PLC Programming
Engineering Labor Labor Hours Breakdown Totals
ENG PLC Programming
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
5 of 20 City Council 22 – 276 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price 440 HMI programming 45 10 55 $13,673.25
Hardware interfaces setup
Tag import and addressing
Template setup (navigation, general page layout, etc.)
mockup data displays
prepare and submit
post submittal changes
HMI final configuration
standard objects
page creation and animation
alarming
security
Peer review and revisions
990 Project Management 7 7 $1,910.65
Coordination, project management, overhead, meetings
Hours 45 10 7 0 62
Price $10,892.25 $2,781.00 $1,910.65 $0.00 $15,583.90
HMI Programming
Engineering Labor Labor Hours Breakdown Totals
ENG HMI Programming
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
6 of 20 City Council 22 – 277 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price 190 Constrol Strategy Workshop 4 $1,004.25
Workshop preparation including handouts and agenda 1
Workshop 1 1
discuss control strategy requirements
discuss high level control narrative
Notes compilation 1
990 Project Management 1 1 $272.95
Coordination, project management, overhead, meetings
Hours 3 1 1 0 5
Price $726.15 $278.10 $272.95 $0.00 $1,277.20
Control Strategy Meeting
Engineering Labor Labor Hours Breakdown Totals
ENG Control Strategy Meeting
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
7 of 20 City Council 22 – 278 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price 190 HMI Screen Development Workshop 4 $1,004.25
Workshop preparation including handouts and agenda 1
Workshop 1 1
discuss high level screen requirements
discuss number of screens, appearance, and functions
Notes compilation 1
990 Project Management 1 1 $272.95
Coordination, project management, overhead, meetings
Hours 3 1 1 0 5
Price $726.15 $278.10 $272.95 $0.00 $1,277.20
HMI Screen Dev Meeting
Engineering Labor Labor Hours Breakdown Totals
ENG HMI Screen Dev Meeting
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
8 of 20 City Council 22 – 279 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price 250 Loop drawings 60 15 75 $18,694.50
Develop site loop drawings
submit for review
990 Project Management 9 9 $2,456.55
Coordination, project management, overhead, meetings
Hours 60 15 9 0 84
Price $14,523.00 $4,171.50 $2,456.55 $0.00 $21,151.05
Loop Drawings
Engineering Labor Labor Hours Breakdown Totals
ENG Loop Drawings
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
9 of 20 City Council 22 – 280 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price SCADA witnessed FAT 24 $6,241.80
640 Witnessed FAT 8 8
640 Non-conformances correction, retest, internal approval 4 4 990 Project Management 3 3 $818.85
Coordination, project management, overhead, meetings
Hours 12 12 3 0 27
Price $2,904.60 $3,337.20 $818.85 $0.00 $7,060.65
Factory Acceptance Testing
Engineering Labor Labor Hours Breakdown Totals
ENG Factory Acceptance Testing
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
10 of 20 City Council 22 – 281 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price 760 SAT 16 16 32 $8,322.40
Verify PLC control strategies
Verify HMI functions
Ad-hoc testing (plant in production)
990 Project Management 4 4 $1,091.80
Coordination, project management, overhead, meetings
Hours 16 16 4 0 36
Price $3,872.80 $4,449.60 $1,091.80 $0.00 $9,414.20
Site Acceptance Testing
Engineering Labor Labor Hours Breakdown Totals
ENG Site Acceptance Testing
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
11 of 20 City Council 22 – 282 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price Internal integrated testing and FAT testing documents 20 4 24 $5,953.40 620 Test documentation
develop test procedures and checklists
990 Project Management 3 3 $818.85
Coordination, project management, overhead, meetings
Hours 20 4 3 0 27
Price $4,841.00 $1,112.40 $818.85 $0.00 $6,772.25
PLC Testing PLans
Engineering Labor Labor Hours Breakdown Totals
ENG PLC Testing PLans
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
12 of 20 City Council 22 – 283 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price 680 Operator training 4 4 $1,112.40
Operator training
Travel
Demobilize training kits
990 Project Management 1 1 $272.95
Coordination, project management, overhead, meetings
Hours 0 4 1 0 5
Price $0.00 $1,112.40 $272.95 $0.00 $1,385.35
Training
Engineering Labor Labor Hours Breakdown Totals
ENG Training
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
13 of 20 City Council 22 – 284 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price Project initiation 6 $1,632.55
020 Execution planning 4
develop initial detailed project task execution plans
030 Internal kickoff meeting 1 1
review project scope
review design documentation
purpose, schedule, team roles, expectations
risk matrix and due dates
040 Project kickoff 4 $1,004.25
Prepare materials for kickoff (agenda, coordination) 1
Project kickoff meeting with customer 1 1
review scope, roles, expectations
review schedule
Notes compilation 1
EA internal team check-in meetings 16 $4,161.20
980 Team check-in meetings 8 8
review project progress, ETCs, schedule, risks, etc.
990 Project Management 4 4 $1,091.80
Coordination, project management, overhead, meetings
Hours 12 14 4 0 30
Price $2,904.60 $3,893.40 $1,091.80 $0.00 $7,889.80
Totals
Initiation and Meetings
Engineering Labor Labor Hours Breakdown
ENG Initiation and Meetings
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
14 of 20 City Council 22 – 285 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price 160 Tag, I/O, and equipment lists 10 2 12 $2,976.70
Develop tag name and description naming conventions
Develop device definitions
Compare I/O list to I/O information in proposal
submit to the client for review
Develop equipment list
submit to the client for review
220 HMI design 10 4 14 $3,532.90
Develop HMI design
desired OIT screen layouts and content
screen list
page navigation
tagging conventions
user security
alarms
trending
HMI design submittal
prepare and submit
post submittal changes
170 Network design 2 1 3 $762.20
Develop overview network drawing
Network design submittal
prepare and submit
post submittal changes
990 Project Management 4 4 $1,091.80
Coordination, project management, overhead, meetings
Hours 22 7 4 0 33
Price $5,325.10 $1,946.70 $1,091.80 $0.00 $8,363.60
Specifications
Engineering Labor Labor Hours Breakdown Totals
ENG Specifications
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
15 of 20 City Council 22 – 286 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price Internal integrated testing 40 $10,403.00
630 Integrated testing 16 16
test environment setup
point to point testing against spec
screen navigation and animations
trending
security
alarms
630 Non-conformances correction, retest, internal approval 4 4 990 Project Management 5 5 $1,364.75
Coordination, project management, overhead, meetings
Hours 20 20 5 0 45
Price $4,841.00 $5,562.00 $1,364.75 $0.00 $11,767.75
Testing
Engineering Labor Labor Hours Breakdown Totals
ENG Testing
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
16 of 20 City Council 22 – 287 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price 600 Panel test documentation 4 2 6 $1,524.40
Develop panel test documentation
Prepare and submit
Post submittal changes
610 Panel FAT (witnessed) 4 4 8 $2,080.60
Panel FAT
990 Project Management 2 2 $545.90
Coordination, project management, overhead, meetings
Hours 8 6 2 0 16
Price $1,936.40 $1,668.60 $545.90 $0.00 $4,150.90
Panel Testing
Engineering Labor Labor Hours Breakdown Totals
ENG Panel Testing
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
17 of 20 City Council 22 – 288 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price Preparation 12 $2,976.70
710 Deployment planning 10 2
develop deployment procedure and checklists
prepare and submit
post submittal changes
790 Deployment planning workshop 6 $1,524.40
Workshop preparation including handouts and agenda 1
Workshop 2 2
scheduling and coordination
discuss equipment or process downtime
safety briefing
review rollback options and processes
startup sequencing
hardware/software installation and cutover
Notes compilation 1
Deploy 32 32 64 $16,644.80
700 Mobilization / setup
720 Site installation review, hardware checkout
740 Execute site I/O checkout
720 Networking checkout
750 Startup
device testing
functional testing
system tuning
700 Demobilization / in-office unpacking
990 Project Management 10 10 $2,729.50
Coordination, project management, overhead, meetings
Hours 46 36 10 0 92
Price $11,134.30 $10,011.60 $2,729.50 $0.00 $23,875.40
Commissioning
Engineering Labor Labor Hours Breakdown Totals
ENG Commissioning
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
18 of 20 City Council 22 – 289 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price 670 Operator training preparation 10 2 12 $2,976.70
Develop training manual
prepare and submit
post submittal changes
990 Project Management 2 2 $545.90
Coordination, project management, overhead, meetings
Hours 10 2 2 0 14
Price $2,420.50 $556.20 $545.90 $0.00 $3,522.60
Training Manuals
Engineering Labor Labor Hours Breakdown Totals
ENG Training Manuals
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
19 of 20 City Council 22 – 290 9/16/2025
Client: City of Santa Ana
Project: Well 40 PLC Programming Services
Number: EA25CSA160 Date: 5/29/2025 Revision: 1.0.0 Author: MM Reviewed By: AS WBS Description Proj. Eng. Lead Eng. Proj. Mngr. Principal Hours Price As-built documentation 10 2 12 $2,976.70
770 Update all designs and specifications to as-built
panel drawings
I/O list
HMI design
PLC design
network design / drawings
990 Project Management 2 2 $545.90
Coordination, project management, overhead, meetings
Hours 10 2 2 0 14
Price $2,420.50 $556.20 $545.90 $0.00 $3,522.60
Closeout
Engineering Labor Labor Hours Breakdown Totals
ENG Closeout
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
20 of 20 City Council 22 – 291 9/16/2025
PLC Programming and Consulting Services Cost Proposal
EA Project Number: EA25CSA160, v1.0.0
9050 Irvine Center Drive, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
RFP Response
Rates Sheet
Page Number: 4 of 4
3. Rates Sheet
City Council 22 – 292 9/16/2025
FY25 CSA Engineering Rates
9050 Irvine Center Dr, Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com V 1.0.0 CA
Engineering Rates
Rate Classification1 Standard Rate
Admin $108.15 / hr.
Automation Specialist 1 $200.00 / hr.
Automation Specialist 2 $218.36 / hr.
Automation Specialist 3 $265.74 / hr.
Project Technical Lead $278.10 / hr.
Project Manager 1 $226.60 / hr.
Project Manager 2 $272.95 / hr.
Automation Architect $288.40 / hr.
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
Materials, Subcontractors, Etc. 20% markup (if applicable, unless otherwise arranged)
Rates are subject to standard yearly escalations, which go into effect on January 1st of each year. Rate escalations are 3% annually per the Change Manager Services Agreement.
Rates effective 1/1/2025 through 12/31/2025
City Council 22 – 293 9/16/2025
Public Works Agency
www.santa-ana.org/pw
Item # 23
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 16, 2025
TOPIC: Water System Mapping and Software Services
AGENDA TITLE
Agreement with iWater, Inc. for Water System Mapping and Software Services (NonGeneral Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with iWater, Inc. to provide water system mapping and software services, for an amount not to exceed $1,750,000, for a three-year term beginning September 16, 2025 and expiring September 15, 2028, with provisions for two, one-year extensions (Agreement No. A-2025-XXX).
GOVERNMENT CODE 84308 APPLIES: Yes
DISCUSSION
The Public Works Agency Water Resources Division (PWA) operates and maintains the City’s water and sanitary sewer systems. The water system is comprised of approximately 480 miles of water main, 21 groundwater wells, seven pump stations, 10 reservoirs with a storage capacity of 49 million gallons, four pressure regulating stations, and seven connection points to Metropolitan Water District. The system has an average daily demand of 30 million gallons from its roughly 45,500 metered service connections.
PWA has been actively upgrading its infrastructure digital mapping and asset management system to improve and strengthen the City’s asset management capabilities and currently uses iWater, Inc.’s infraMAP (infraMAP) software application for mapping and cataloging the City’s sewer and water system infrastructure and assets. The infraMAP software is also utilized across the multiple sections that comprise the Water Resources Division to schedule work tasks, record system updates, and serve as the system of record for many documents. The proposed agreement with iWater, Inc. allows PWA to expand the scope of services to include GIS mapping updates, ongoing software and hardware maintenance and support, integration with cloud-based systems through the infraMAP application, and on-site geodatabase support. These enhancements will significantly improve field data collection and strengthen back-office operations by integrating existing data with modern cloud-based tools.
City Council 23 – 1 9/16/2025
Water System Mapping and Software Services
September 16, 2025