Santa Ana City Council
September 16, 2025

AGREE

MENT 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 Apri
l 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. Cons
ultant 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 under
taking 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 TH
EREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:

1. SCOP

E 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. COM

PENSATION
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

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 whi ch 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”). C onsultant shall require all subcontractors to agree in writing that City is granted a non- exclusive and perpetual license for any Documents & Data the sub contractor 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 Da ta 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

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 “occurr ence” 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 dis ease. 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

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

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, whic h 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 th e 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

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 subsidi ary 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 aw ard of this Agreement , or any competing c ontract 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) 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 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:

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 register ed 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

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'

EXHIBIT A

SCOPE OF SERVICES

EXHIBIT B

CONSULTANT’S PROPOSAL

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”

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

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

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.

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 T eam 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”

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

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.

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.

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

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

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.

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, as- built 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.

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
Services
Functional
Specifications
Programming and
Testing Specs
SCADA Source
Control
SCADA Change
Control
Code Compliance
PM and
Coordination
Control Panel
Drawings
Factory Acceptance
Testing
Site Acceptance
Testing

SCADA/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           

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

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

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. In- person, 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

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

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

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

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

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
and C onsul ti ng Servi ces
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

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 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

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

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.

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

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
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.

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

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 hands- on 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

4.10 Site 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
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

4.11 PLC 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

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

4.13 Value 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:

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.

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

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.

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
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

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 T erms & 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
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

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

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.

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 succ essfully 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 lat est 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

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.

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 t he 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 redu ndant system that had standardized graphics. The SCADA platform upgrades he performed included a network re- design with industry best practices, a new

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 cons ulting 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 contr ol 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

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 C ity 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 U nited States A ir Force w here he was a Senior Non- Commissioned 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.

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

27 May 25
Luke Robert Stephenson

XXXXXXXX
Texas
Bexar
Electronically signed and notarized online using the Proof platform.

President
Partners in Control, Inc. dba Enterprise Automation
05/27/2025

President
05/27/2025
Partners in Control, Inc. dba Enterprise Automation

EXHIBIT C

COMPENSATION

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”

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

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

13,060.40
23,010.20
4,441.34
21,151.05
15,583.90
1,277.20
1,277.20
21,151.05
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

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.

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
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 TotalsLabor Hours Breakdown
ENG Control Narrative
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
2 of 20
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 TotalsLabor Hours Breakdown
ENG Control Wiring
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
3 of 20
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
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 TotalsLabor Hours Breakdown
ENG PLC Programming
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
5 of 20
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 TotalsLabor Hours Breakdown
ENG HMI Programming
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
6 of 20
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
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
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
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 TotalsLabor Hours Breakdown
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
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 TotalsLabor Hours Breakdown
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
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
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 TotalsLabor Hours Breakdown
ENG Training
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
13 of 20
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
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
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
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 TotalsLabor Hours Breakdown
ENG Panel Testing
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
17 of 20
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
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
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 TotalsLabor Hours Breakdown
ENG Closeout
EA25CSA160 ESTIMATE WELL 40 PLC Programming Services 1.0.0.xlsm *Italicized text indicates out of office services
20 of 20
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

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 1 st of each year. Rate escalations are 3% annually per the Change Manager Services Agreement.

Rates effective 1/1/2025 through 12/31/2025