City of Vallejo
Advanced Metering
Infrastructure (AMI)
Overview of
AMI
Proposed Project Contract
Vallejo AMI Project Team
Water, Finance, Information Systems, City Attorney’s Office Beth Schoenberger – Water Director
Randy Risner – Chief Assistant City Attorney
Laura Zagaroli - Assistant City Attorney
Don Rankin – E Source AMI Consultant
Naveed Ashraf – Chief Innovation Officer
Angela Mendoza – Accounting Manager/Billing
Kent Carothers – Water Engineering Manager
Melissa Cansdale – Water Resources Manager
Janae Chadwick – Water Utility Finance Manager
Earl Robinson – Distribution Superintendent
Oni Brown, Interim Assistant Distribution Superintendent James Rollins – Water Information Systems Manager
Partnering with:
Why AMI?
▪ Meters Beyond Useful Life
▪ Lack of Real-Time Water Use Data
▪ Accountability/Transparency Goals
▪ Customer Service Goals
▪ Water Conservation Regulations
Why AMI Now?
▪ Bond and Grant Funding
▪ Water Industry Standard
▪ Best Practices Established
▪ Internal Experts
▪ Seasoned Consultants
AMI Systems in California
Advanced Metering Infrastructure (AMI)
.
Advanced Metering Infrastructure (AMI)
AMI is a system of meters, communications networks and data management. It allows two-way communication between a
customer’s meter and the water department. The system transmits usage information and service alerts.
Energy Exposures By Comparison
Customer
Benefits
Access to online tools
Improved emergency response
time and notifications
Timely leak detection
Reduced staff visits and carbon
emissions
Water conservation
Timely and accurate meter reading
City
Benefits
Additional data
Reduced truck rolls
Improved staff safety
System planning and optimization
Reduced estimated reads
Remote connect/disconnect
capability
Fewer system losses
AMI and Water Conservation
Regulatory Compliance
• Regulatory Climate – State Focus
• Conservation and Water Supply
Reliability
• Real-Time Water Use Data
• Individually Tailored Conservation
Background on Proposed Contract
Request for Proposals
▪ The City published an RFP including the following solution components
• Communication Network
• SoftwareAMI system
• Install Meters / AMI EndpointsInstallation
Services
• Meter Data Management System
• Data Storage / AnalysisMDMS
• Customer Engagement PortalCEP
• Evaluations were
performed
concurrently
• Turnkey proposals and
individual proposals
were invited and
proposed
Background on Proposed Contract
AMI System Proposals
RFP
• Requested cellular solution
• Uses existing cell towers
• Minimizes additional infrastructure
Proposals
• 4 AMI system proposals received and evaluated
• 1 AMI system vendor (Thirkettle) was non-responsive
• 2 AMI system vendors shortlisted after evaluation –
Badger and Ferguson
Selection
• Detailed evaluation and selection process
Badger Meter
Willdan
Ferguson
Badger
Badger proposal was
inclusive of a MDMS and
Customer Portal
Background on Proposed Contract
Installation Services Proposals
RFP
• Requested Installation Services for
Meters and AMI Endpoints
Proposals
• 2 installation proposals received and
evaluated
Selection
• 2 installation vendors shortlisted
• Detailed evaluation and selection
process
Concord Utility Services
Concord
Utility
Services
UPA
Background on Proposed Contract
Selected Solution
Meters
AMI endpoints
Software
Professional services
Installation services
BadgerAMI system
Concord
Installation
Services
Badger
Meter Data
Management
System (MDMS)
Badger
Customer
Engagement
Portal (CEP)
• A turnkey contract was
preferred
• Concord was asked to
subcontract to Badger
– This relationship has
existed on other projects
• Badger will be
responsible for all
aspects of the project
Single Vendor Accountability
▪ Badger Meter Inc. solely responsible for software,
equipment, and installation
Badger meters and Badger endpoints offer industry
standard functionality now and into the future
Single responsible party reduces project risk
Single contract is easiest to manage
No cross-talk or pointing fingers between vendors
during deployment✓
✓
✓
✓
Proposed Contract Structure
Attachment /
Exhibits Description
Contract for the design and installation of the AMI
system, meters, and software.
RFP Exhibit A Vallejo's RFP for an AMI system
Response to RFP Exhibit B Badgers Proposal to Vallejo
The Schedule of Values Exhibit C Pricing for Equipment and Services The Warranties Exhibit D Meter warranties (Endpoints and other warranties are contained in the Response (Exhibit B)
Product data sheets and maintenance
documentation not included in the RFP
response
Exhibit E Details of individual component operation and maintenance
Consultant and Professional Services
Agreement Exhibit F Professional services agreement terms BEACON SAAS Master Agreement (unsigned
copy) Exhibit G Unsigned copy of the Beacon SaaS Master Agreement - for reference only
The General Conditions Exhibit H City of Vallejo constructon requirements Certificate of Insurance Exhibit I Required insurance provided by Badger Performance and Payment Bonds including
limited maintenance rider Exhibit J Performance Bonds
Statement of Work / Project Plan Exhibit K Outlines timelines, services and work to be performed Signed Operating agreement - 10 years, 10 year
renewable
Fees Exhibit 1 Fees for on-going services
Service Level Agreement Exhibit 2 On-going service levels agreed to BEACON AMA Managed Solutions Security
Policy Exhibit 3 Security policy and requirements
Master Contract for AMI Turnkey Project Goods
and Services
BEACON SaaS Master Agreement
DocumentAMI DeploymentOperations
Proposed Contract
Comprehensive and Cohesive
▪ City negotiators achieved a proposed single contract that incorporates terms & conditions from multiple documents. ▪ Key documents include:
▪ Master Contract for AMI Turnkey Project Goods and Services ▪ Schedule of Values (SOV) with pricing for all work
▪ City of Vallejo Consultant and Professional Services Agreement ▪ Badger’s BEACON ® Software as a Service (SaaS) Managed Solutions Master Agreement
▪ City of Vallejo General Provisions
▪ Badger Meter’s Statement of Work (SOW)
Proposed Contract
Terms & Conditions
▪ Installation services terms provided in:
▪ Master Contract for AMI Turnkey Project Goods and Services ▪ City’s AMI Request for Proposal (RFP) and Badger’s response ▪ Consulting and Professional Services Agreement
▪ Badger’s Statement of Work
▪ City’s General Provisions
▪ Contracts remain until work completed
Proposed Contract
Software Terms
▪ Customer Portal & Meter Data Management System (MDMS) ▪ Provided as described in the BEACON ® Software As A Service (SaaS) Master Agreement. ▪ Customer interface and City data management
▪ Term is 10 years
▪ Standard City of Vallejo insurance requirements apply Proposed Contract
Other Protections
▪ Quality Assurance & Quality Control Checks for Installation ▪ Risk Management Plan
▪ Test Phases
▪ Application Testing
▪ Bench Testing
▪ Systems Integration Testing
▪ User Acceptance Testing
▪ Training Phases
▪ Endpoint Installation
▪ Software
▪ Software Refresher
Proposed Contract Cost and Funding
Cost Component Cost
AMI software / network $ 4,291,721
Water meters $ 5,313,375
Installation $ 6,063,931
Total $15,669,387
Funding Component Funding
Meter Replacement Grant $ 2,000,000
Water Revenue Bond $13,669,387
Total $15,669,387
Debt-service included in Water Enterprise Fund’s long-term financial plan No impact on General Fund
AMI Outreach & Public Engagement
Social Media
MyVallejo.com
Brochures
Newsletters
Community
Meetings
Mailers
Door Hangers
Multi-Lingual
To engage and inform customers throughout the proposed AMI project
Vallejo's AMI Roadmap
JUN ‘22 – MAR ‘23
AMI Technology Negotiations
APR - MAY ‘23
Council Consideration of Contract Project Kick-off
JUNE ‘23 JUNE - AUG ‘23
Initial Testing & Configuration
SEPT – FEB ‘24
Billing Configuration Testing with Pilot Group of Meters MAR ‘24 – FEB ‘25
Re-engineered Utility Processes,
Organizational Awareness & Customer Education
Full Deployment of Remaining Meters
MAR ‘25
Wrap-Up
Optimizing Customer Service/Data Management
ONGOING
Customer Impact of Installation
▪Installation - simply exchanging the customer's old meter for the new one ▪Brief water outage, no more than 15-30 minutes
▪Customers will receive multiple notifications in advance of the work ▪Mailed letters and door hanger
▪ Doorhanger notification following completion of the work. ▪Customer Safety and Security
▪Installation contractor, Concord Utility Services, will have photo ID badges ▪Clearly marked insignia on vehicles
Questions?