HomeMy WebLinkAboutRFP - 7293 AMI END POINT INSTALLATION SERVICES (3)Financial Services
Purchasing Division
215 N. Mason St. 2nd Floor
PO Box 580
Fort Collins, CO 80522
970.221.6775
970.221.6707
fcgov.com/purchasing
REQUEST FOR PROPOSAL
#7293 AMI End Point Installation Services
The City of Fort Collins Utility is soliciting proposals for end point installation services associated
with its advanced metering infrastructure (AMI) initiative, as an integral part of the smart grid
components that are already in place and for those that will be implemented as part of the Fort
Collins Utilities Smart Grid project. To that end, The City of Fort Collins Utilities is issuing this
Request for Proposal (RFP) for End Point Installation Services (EPI) that will support the
installation of devices that will enable Smart Grid applications and capabilities, Home Area
Networks (HAN) to enhance interaction between our customers and the water and electric
distribution systems that serve them.
Written proposals will be received at the City of Fort Collins' Purchasing Division, 215 North
Mason St., 2nd floor, Fort Collins, Colorado 80521. Proposals will be received before 3:00 p.m.
(our clock), November 3, 2011. Proposal No. #7293. If delivered, they are to be sent to 215
North Mason Street, 2nd Floor, Fort Collins, Colorado 80521. If mailed, the address is P.O. Box
580, Fort Collins, 80522-0580.
The Fort Collins Smart Grid Project is supported through the American Reinvestment and
Recovery Act (ARRA) Smart Grid Investment Grant (SGIG), so Offerors are advised that bids to
this RFP should comply with all applicable requirements of ARRA funding and other federal
requirements.
Questions concerning the scope of the project should be directed electronically to Project
Manager Dennis Sumner, dsumner@fcgov.com.
Questions regarding bid submittal or process should be directed to Opal Dick, CPPO, Senior
Buyer, odick@fcgov.com, (970)221-6778.
A copy of the Proposal may be obtained as follows:
1. Download the Proposal/Bid from the BuySpeed Webpage,
www.fcgov.com/eprocurement
2. Come by Purchasing at 215 North Mason St., 2nd floor, Fort Collins, and request
a copy of the Bid.
The City of Fort Collins is subject to public information laws, which permit access to most
records and documents. Proprietary information in your response must be clearly identified and
will be protected to the extent legally permissible. Proposals may not be marked ‘Proprietary’ in
their entirety. Information considered proprietary is limited to material treated as confidential in
the normal conduct of business, trade secrets, discount information, and individual product or
service pricing. Summary price information may not be designated as proprietary as such
information may be carried forward into other public documents. All provisions of any contract
resulting from this request for proposal will be public information.
Sales Prohibited/Conflict of Interest: No officer, employee, or member of City Council, shall have
a financial interest in the sale to the City of any real or personal property, equipment, material,
supplies or services where such officer or employee exercises directly or indirectly any decision-
making authority concerning such sale or any supervisory authority over the services to be
rendered. This rule also applies to subcontracts with the City. Soliciting or accepting any gift,
gratuity favor, entertainment, kickback or any items of monetary value from any person who has
or is seeking to do business with the City of Fort Collins is prohibited.
Collusive or sham proposals: Any proposal deemed to be collusive or a sham proposal will be
rejected and reported to authorities as such. Your authorized signature of this proposal assures
that such proposal is genuine and is not a collusive or sham proposal.
The City of Fort Collins reserves the right to reject any and all proposals and to waive any
irregularities or informalities.
Sincerely,
James B. O'Neill II, CPPO, FNIGP
Director of Purchasing & Risk Management
TABLE OF CONTENTS
REQUEST FOR PROPOSAL .................................................................................................................... 1
TABLE OF CONTENTS............................................................................................................................ 3
1 Introduction......................................................................................................................................... 4
2 Objective............................................................................................................................................. 5
3 Background......................................................................................................................................... 7
4 Request for Proposal Schedule ........................................................................................................... 8
5 Project Scope and Expectations.......................................................................................................... 9
6 Offeror Instructions........................................................................................................................... 13
7 List of Appendices ............................................................................................................................ 15
8 Method of Award.............................................................................................................................. 15
9 Selection Process .............................................................................................................................. 16
10 Submittal........................................................................................................................................... 21
11 Financial Background ....................................................................................................................... 22
12 Offeror’s End Point Installation Experience and Capacity to Deliver.............................................. 24
13 End Point Installation Services Overview ........................................................................................26
14 Project Delivery ................................................................................................................................ 27
15 Safety ................................................................................................................................................ 33
16 Workforce Requirements.................................................................................................................. 34
17 Inventory Management and Supply Chain ....................................................................................... 39
18 Work Order Management, Handhelds, Information Technology and Security................................ 42
19 Facilities, Tools and Equipment, Subcontractors and Logistics....................................................... 53
20 Call Center ........................................................................................................................................ 61
21 Customer Contact and Access .......................................................................................................... 68
22 Field Installation ............................................................................................................................... 70
23 Exceptions Handling......................................................................................................................... 80
24 Quality Audits, Verification and Acceptance of Work..................................................................... 82
25 Pricing Information........................................................................................................................... 85
EXHIBIT A - AMI End Point Installation Terms and Conditions ........................................................... 87
EXHIBIT B - Insurance Requirements
94
REQUEST FOR PROPOSAL
Fort Collins Utilities Request For Proposal For AMI End Point Installation
Services
1 Introduction
Fort Collins Utilities seeks to secure the services of a vendor to provide installation services for
devices to be installed as part of the advanced metering infrastructure (AMI) and a meter data
management system (MDMS) that will operate as an integral part of the smart grid components
that are already in place and for those that will be implemented as part of the Fort Collins
Utilities Smart Grid project. To that end, The City of Fort Collins Utilities is issuing this Request
for Proposal (RFP) for AMI End Point Installation Services that will enable Smart Grid
applications and capabilities, Home Area Networks (HAN) to enhance interaction between our
customers and the water and electric distribution systems that serve them.
Fort Collins Utilities currently reads meters in one of two ways each month:
Manually using handheld data collection devices that download through Itron’s MVRS
interface (residential meters),
Through an Itron MV90 automated meter reading (AMR) system (commercial / industrial
customers).
Vendors who are proposing end point installation services in response to this RFP, hereinafter
referred to as “Offeror” or “Offerors,” shall address provision of such services, and integration
support between their work order management system and other systems described in this
RFP...
The Fort Collins Smart Grid Project is supported through the American Reinvestment and
Recovery Act (ARRA) Smart Grid Investment Grant (SGIG), so Offerors are advised that bids to
this RFP should comply with all applicable requirements of ARRA funding and other federal
requirements. The successful Offeror’s contract will include terms that the Offeror understands
and will comply with all applicable ARRA requirements. Provisions of ARRA funding that may
be of specific concern to Offerors include Buy America and the Davis Bacon Act requirements.
The Fort Collins Smart Grid Project encompasses a number of technologies intended to
enhance electric delivery and reliability to modernize the electric grid, and support other
developing technologies that will either feed into or draw from the distribution system. The
project will link energy usage and home area networks, automate and optimize grid operations
to improve reliability and efficiency, enable customers to control energy usage. Fort Collins
Utilities will own and operate the AMI, MDMS and related Smart Grid technology solutions.
2 Objective
Our goals of energy conservation, demand reduction, integration of renewable and conventional
distributed generation (DG), and transition from traditional gasoline powered vehicles to Plug-in
Hybrid Electric Vehicles (PHEV) and electric vehicles (EV) requires an increase in the level of
communication, control, and data collected on the distribution system. To achieve our
aggressive conservation and demand reduction goals, we must provide feedback to customers
as they request it, rather than once a month at the end of a billing period. This will provide
customers an opportunity to take a more active role in controlling their energy usage. The
infrastructure required to meet our goals begins with the installation of an Advanced Metering
Infrastructure (AMI) system comprising approx. 65,000 electric meters, approx. 34,000 water
meters, supported by a communications system able to connect those meters to the other
applications described herein as part of the Fort Collins Utilities smart grid project.
AMI meters will be the basis of the enhanced interface between the utility distribution system
and our customers. The ability to monitor loads and reconfigure the system in response to
changing demand is critical to enable the integration of the growing number of DG and PHEVs.
The development of the Smart Grid cannot be achieved without the successful implementation
of a communication infrastructure with adequate bandwidth to move and manage large volumes
of data. The ability to store, manage, and mine the data from the AMI meters will be an
important part of our smart grid project, and is considered an integral part of a successful
project.
Offerors to this request for proposal (RFP) will be asked to address a number of aspects
including but not limited to the following:
Provision of management expertise and field labor to oversee and execute the
installation of AMI enabled electric meters, and installation of AMI water communications
devices.
Provision of support services inclusive of a vendor supplied Work Order Management
System and handheld devices. Such services shall comply with the security
requirements of the City of Fort Collins.
Provision of all vehicles, uniforms, safety equipment, and related support, as is routinely
required to provide a turnkey installation solution to the City of Fort Collins Utilities.
While integration of home area network (HAN) technologies with demand response
technologies is anticipated to proceed once the core AMI system and MDMS are in place, the
provision of installation services for such devices is beyond the scope of this RFP. Should Fort
Collins determine the need for installation of a limited volume of devices to be installed, Fort
Collins reserves the right to bid that separately.
The Fort Collins Smart Grid Project will enable Fort Collins Utilities to meet specific strategic
objectives related our long range technology strategic plan. The Smart Grid project strictly aligns
with, and is critical to, the success of meeting each of the utility objectives identified below.
2.1 Overarching Program Requirements
Fort Collins’ overall project objectives also include the following key program
requirements:
Safe deployment of all meters/modules with no lost time injuries.
Superior attention to customer satisfaction, including positive interactions with all
customers, completion of deployment with minimal customer complaints and zero
complaints to the City Manager and Council.
Deployment of meters with the highest level of quality and accuracy, with
minimum errors, exceptions and re-work, and minimal impact to Fort Collins’
operating organization.
Adherence to and completion of all deployment activities in accordance with the
project schedule.
Enhancing Fort Collins’ and Offeror’s public image throughout the project.
Timely and complete route saturation, so as to enable rapid conversion from
manual to automated meter reading.
Timely feedback on the operational status of all automated meters, and timely
response to remedy problems uncovered therein.
2.2 Offeror Experience
Demonstrable prior experience in successful AMI end point deployments.
Must show quick forward momentum from the onset. Offeror must recognize that
our project is time-bound and parse out deliverables to appropriately meet our
aggressive timeframe
3 Background
Utility provides electric service throughout the city limits and a small portion of the suburban
fringe limits (approximately 53 square miles). Water service is provided to the central portion of
the city limits and some suburban fringe (approximately 28 square miles). City population is
estimated at 137,200 as of July 2009.
The following is a summary of active customers’ electric and water meters as of February 2010.
Electric Customers by Type of Meter
Type of Meter Active Meters
Residential 57,034
Commercial Single Phase 3,916
Commercial Poly Phase 3,273
TOTAL 64,223
Water Customers by Type of Service
Type of Service Active Meters
Residential 30,963
Commercial 2,765
TOTAL 33,728
Fort Collins has signed contracts with the following two Smart Grid Partners:
1) Elster Solutions, LLC. Elster Solutions is providing its EnergyAxis Management System
(EA_MS) Automated Metering Infrastructure (AMI) Solution. As part of this solution,
Elster will provide its 2-way water communications endpoints, the REX2 residential
electric meters, and its A3 polyphase electric meters. In addition, Elster is contracted to
provide the Tropos Networks GridCom RF solution to provide wide area network
connectivity to the EA_MS system.
2) Siemens Energy, Inc. Siemens, in conjunction with e-Meter, is providing the EnergyIP
Meter Data Management System.
4 Request for Proposal Schedule
The expected schedule for the response for proposal is as shown below.
Event Date
RFP Released October 7, 2011
Bidder Conference Call
Cutoff date for Offeror Questions
October 14, 2011, 11:00 am MST
October 20, 2011, 3:00 pm MST
All responses to Offeror Questions
answered October 25, 2011, 3:00 pm MST
Responses to RFP Due November 3, 2011, 3:00 pm MST
Read/Review Proposals Nov. 4. – Nov. 18, 2011
Shortlist Interview Presentations Nov. 30 – Dec. 1, 2011
Final Offeror Recommendation Dec. 7, 2011
5 Project Scope and Expectations
Fort Collins plans to deploy an AMI system covering 100% of our service territory with an
integrated system comprising both electric and water meters. All existing electromechanical
electric meters will be replaced with solid state electronic meters; water meters will be updated
by replacing existing touch pads or AMR communication modules with new AMI water
communications devices; all designed to communicate with an AMI system.
Fort Collins is planning on implementing the AMI/MDMS in three phases (the schedule is
reflected in Appendix C):
Phase 1 – Basic Meter to Cash. This consists of an AMI deployment of approximately
5,000 electric and 3,000 water communication modules. MDMS functionality in support
of provisioning, commissioning, and billing existing Fort Collins’ consumption and
demand rates will be supported.
Phase 2 – Interval Billing. Mass deployment of AMI meters will be underway. MDMS
functionality to support interval billing will be enabled. Simple TOU rate capabilities will
be implemented along with real-time business processes for on-demand reads. Basic
web portal presentment of consumption and demand billing rates will be enabled.
Phase 3 – Advanced Rates. Additional rates may be configured in the MDMS. Such
rates may include a range of dynamic pricing, critical peak pricing, and related advanced
billing rate structures. ‘Rate Analysis’ capabilities will be enabled. Also service order
processes and integration with the web portal will be deployed, along with presentment
of interval and TOU rate structures. HAN and Demand Response capabilities will be
enabled. Real-time business processes for remote connects/disconnects will be
enabled.
System features include two-way communication between the meters, collectors and the master
station, consumption and demand meter reads, load profile capabilities, meter status
indications, remote disconnect for single phase electric meters, in-home thermostats (IHTs) and
in-home displays (IHDs) with displays capable of sharing information through the AMI system
with the customer, air conditioning (AC) and water heater control switches, load management,
outage management integration, power quality monitoring, time of use (TOU) and critical peak
pricing (CPP) billing, voltage monitoring, integration with HANs and DG. The aforementioned
features of the AMI system must also be support by the MDMS system.
The following outlines the various AMI components and features that Offerors to this RFP must
address:
5.1 AMI Meters
Electric Meters: The AMI electric meters to be installed in the project will be advanced, solid
state, digital devices capable of recording hourly and sub-hourly interval data. Interval data will
include energy consumption and may also include additional quantities such as voltage, and
power factor information. The meters will also be capable of calculating both TOU and CPP
rates, outage and tamper detection, interval meter data and power quality monitoring. AMI
meters will support bi-directional communications between the meter and the AMI Head End
system, and also include net metering capabilities to enable renewable DG installations. Water
meter nodes should be capable of providing backflow detection.
Water Meters: The system includes the installation of AMI enabled water communications
modules for each installed water meter. The water communications modules will be advanced,
solid state, digital devices capable of recording hourly and sub-hourly interval data. Interval data
will include water consumption and may also include additional tamper or abnormal event flags.
AMI water communications modules will interface with existing encoder/registers and existing
meters. Replacement of existing encoder/registers and existing water meters is currently
beyond the scope of this RFP, although the City of Fort Collins reserves the right to bid such
services separately, should they be required.
5.2 Meter Data Management System
With AMI, Fort Collins Utilities plans to record meter readings at 15-minute intervals, and
possibly 5-minute intervals for limited customer classes, creating new challenges in the storage,
management, analysis and distribution of the data.
The MDMS needed to manage meter data will provide data validation and editing, storage,
archiving, retrieval, and will interface to a large variety of critical utility business systems. The
MDMS will provide the meter data storage and management platform, allow links to business
applications and analysis tools to enable staff to make use of the AMI data and will supply
available information to customers. MDMS will provide the basics such as collection, storage,
management, and validation of meter readings (including estimations and data editing), meter
asset management functions, support for virtual connects/disconnects (through the service
switches in the electric meters), on-demand reads, high/low usage monitoring, and coordination
of service orders, support for rate design and analysis functions.
MDMS also will provide support for customer service representatives, customer bill inquiries,
real-time customer support via phone, e-mail, and on-line web access, data transfer to an
outage management system (OMS), enhanced customer support and information, electric
system planning and design, system loss detection/estimation and other advanced applications.
5.3 Billing System
Fort Collins employs Ventyx “Customer Suite” (formerly known as Banner)for billing functions.
Offerors to this RFP who propose an MDMS as part of the AMI system will be required to
provide compatibility with Fort Collins Utilities’ CIS system.
5.4 Customer Interface and Billing Options
Online presentment is the facility by which utility customers can view their usage information via
web-based services. This online facility may be housed and administered through the AMI
headend, as part of the MDMS, or through a system securely linked to either of the
aforementioned systems. For presentation to external end users (e.g., the online presentment
application), the system shall support the protection and masking of sensitive data Personal
Identifying Information.
Customers will be provided enhanced billing options such as selectable bills dates, grouped
billing for those customers with more than one account, and off-cycle billing eliminating the need
for utility personnel to physically visit each site for a final read out and bill thereby reducing utility
costs.
5.5 Load Analysis Information
AMI is expected to provide the information necessary to properly plan, forecast, and understand
system loads and formulate decisions for more effective results. Properly sized transformers
and distribution equipment will reduce electricity costs and improve system reliability.
Understanding system loads is essential to this task; therefore, Fort Collins Utilities seeks to
have useful, granular data on system loads. Such analysis capability must exist in either the
head-end or MDMS.
5.6 Service Switch
Internal service switches will be an integral part of the residential AMI meters to be installed.
This feature will allow remote disconnection and reconnection of electric service via the AMI
network, eliminating the need for utility personnel to physically visit each site. The service switch
also will allow for future pre-payment applications and load limiting capabilities.
5.7 Outage Management
Outage management is extremely important to Fort Collins Utilities. Utilities will leverage
existing OMS and utilize the capabilities of AMI and grid automation to improve grid reliability by
more quickly and accurately identifying the location and magnitude of an outage, resulting in
faster restoration. The OMS will be integrated with other utility data systems so that service
restoration information is available to utility staff, emergency services and to customers in near
real-time.
5.8 Fraud/Tamper Detection
Fort Collins Utilities plans to utilize tamper detection features provided by AMI to reduce
revenue losses and create a proactive approach to identifying theft of service. The AMI system
shall offer a variety of tamper detection features, including under voltage registration device
contained within the meter, reverse energy flow, tilt features, and others.
5.9 Demand Response and HAN
Fort Collins Utilities expects to offer our customers the ability to take a more active role in
controlling their own consumption, demand, and resulting costs. Fort Collins is interested in
obtaining information regarding customer response to time-varying rates and incentives, IHTs,
AC control and water heater control switches used to reduce peak demand and overall energy
consumption.
Fort Collins’ current Load Management Program controls approximately 2,000 electric water
heaters, 1,000 AC units and 30 commercial customer loads via a Comverge one-way radio-
frequency system. To improve control reliability, and fine-tune maintenance of the existing
system load control program Fort Collins expects to transition to a two-way communication
system integrated with the home area network (HAN) capabilities of the AMI system described
in this RFP. Offerors to this RFP will be asked to describe the interoperability of their HAN
solution with end-user devices as well as the capability of their software to communicate with
the devices via the AMI system.
The proposed demand response and direct load control project will install “smart” programmable
communicating IHT units with displays capable of delivering electricity pricing information,
notification of peak periods, and custom messaging to our customers.
5.10 SCADA and OMS Integration
Fort Collins utilizes an open architecture Ole for Process Control (OPC) SCADA system. The
Human Machine Interface (HMI) software is provided by Iconics and a standard OPC server is
used to communicate with field devices capable of running a multitude of protocols. The open
architecture design allows for unlimited protocols and full integration of security, data acquisition
and control, and power quality waveform capture.
It is through this OPC protocol that we expect to pass information to our outage management
system in a secure fashion. Offerors will be asked to describe the capabilities of passing electric
meter “last gasp” signals from the MDMS or AMI headend to our SCADA system, which houses
our OMS.
6 Offeror Instructions
6.1 General
Offeror shall propose an AMI solution that addresses all Fort Collins’ requirements per the
specifications provided herein.
Offeror may sub-contract a portion of this work to one or more sub-contractors as part of its bid
subject to Fort Collins’s approval.
Offerors providing a joint proposal shall clearly define the technologies and/or services
proposed by each Offeror, and the aspects of the solution being addressed by each Offeror.
Offerors shall provide a full response per the specifications provided herein, for each proposed
solution.
Throughout this document, the term “shall” is intended to identify specifications of the proposed
AMI solution that the Offeror must meet or address. The term “optional” is intended to identify
desired specifications that the Offeror is encouraged to provide.
The functional, performance, information, and physical specifications for Fort Collins’ AMI End
Point Installation Services are provided as follows:
• Section 11: Financial Background. These request information about the Offeror’s
financial standing
• Section 12: Offeror’s AMI End Point Installation Experience and Capacity to
Deliver. These request information about the Offeror’s market
experience and references.
• Section 13: End Point Installation Services Overview.
• Section 14: Project Delivery.
• Section 15: Safety.
• Section 16: Workforce.
• Section 17: Inventory Management and Supply Chain.
• Section 18: Work Order Management, Handhelds, Information Technology and
Security.
• Section 19: Facilities, Tools and Equipment, Subcontractors and Logistics.
• Section 20: Call Center.
• Section 21: Customer Contact and Access.
• Section 22: Field Installation.
• Section 23: Exceptions Handling.
• Section 24: Quality Audits, Verification and Acceptance of Work
• Section 25: Pricing Information
Offerors shall provide complete written responses to each specification citing exact functionality
and performance with sufficient support to enable Fort Collins to ascertain the validity of a
response.
For requirements that don’t request a description, provision of information or some other form of
input, Offeror shall indicate compliance.
In addition to a written description of system capability, the Offeror may submit supporting
material attachments as appropriate and clearly labeled within a reference point within the
requirement to a master table of response Exhibits (with externally protruding labeled tabs
inserted), for such things as system or platform drawing, GUI screen shots, and prescribed
system documents.
It is critical that the Offeror clearly identify at the start of each written response whether the
capabilities that it describes are currently available in the existing product “core,” are “planned”,
or require “customization”. Unless the Offeror identifies within its written answer that the
capability does not exist, Fort Collins will assume that it is existing and if chosen, the Offeror will
be required to provide this capability.
Offeror shall also provide indication of compliance for all requirements at the beginning of the
response as displayed in the Example requirement. This shall be indicated by one of the
following:
• “Comply” – Core product, current availability
• “Not Comply” – no compliant solution, roadmap item, etc.
Written responses shall be inserted directly into the structure of this document without alteration
of the numbering scheme. The document template includes a “Response” style that shall be
used for all responses (as shown below).
This is an example requirement:
Response: <Comply/Not Comply>; <Core/Planned/Customization>
<Written description or clarification; screen shots as necessary>
Offerors are advised to avoid introduction of new styles into the response document in order to
maintain document integrity by using Microsoft Word’s “Paste special …unformatted text”
feature when pasting existing text from other sources.
6.2 Pricing and Bidding Options
Offerors shall respond to this RFP with itemized costs for labor, support services and related
items as described in this RFP and in accordance with Exhibit B – AMI End Point Installation
Services. Please refer to section 25 – Pricing Information, for additional guidance.
7 List of Appendices
Included as part of this RFP are the following Appendices. These Appendices are referenced in
the sections shown in parentheses.
Appendix A – Fort Collins Utilities IT Standards and System Infrastructure
Appendix B – Fort Collins Utilities Information Systems Context Diagram
Appendix C – Smart Grid Implementation Schedule
Appendix D – Electric and Water Job Skills Matrix
Appendix E – AMI End Point Installation Services Pricing Workbook
Appendix F – Job Classifications
Appendix G – AMI Electric & Water Deployment – Initial Plan
Appendix H – Service Territory Map
Appendix I – Bidder IT Questionnaire
Appendix J – Fort Collins Provided Warehouse/Cross Dock Facility
Appendix K1 – Water Meter Wiring Procedures - Outside Installations - Meter
Box_Meter Pit_ Meter Vault Applications
Appendix K2 – Water Meter Wiring Procedures For Inside Installation - Communication
Modules
8 Method of Award
The City of Fort Collins will review and rank submittals based on the criteria provided in this
Request for Proposal. Award shall be made as described below in Section 9, Selection
Process.
9 Selection Process
9.1 Minimum Compliance Review
9.1.1 Further Consideration of Offeror’s Proposal
Offeror’s proposal will be reviewed to determine if it meets Minimum Compliance Requirements
for further consideration. If it is concluded by the City of Fort Collins that Offeror’s proposal
does not meet these requirements the proposal will be rejected at this point and will not receive
any further consideration. This review shall be based on the sole determination of the City of
Fort Collins and the conclusions of this review shall be final.
Offeror is advised that they shall not have the opportunity to address any deficiencies after their
proposal has been submitted. Proposal should be complete and clearly include the required
information described below.
Minimum AMI End Point Installation Services Requirements for Initial
Review
Requirement(s)
Number
1
The Offeror shall provide proof of demonstrated and successful end point
installation of an integrated water and electric AMI technology solution at the
same utility with a minimum of 20,000 electric metering points and 10,000
water metering points. As an alternative, the Offeror shall provide proof of
demonstrated and successful end point installation of a single electric AMI
technology solution at a utility with a minimum of 20,000 electric metering
points, AND demonstrated and successful end point installation of a single
water AMI electric technology solution at another utility with a minimum of
10,000 water metering points.
12.3
2 The Offeror shall have a detailed and documented Safety Management
Program. 15.3, 24.1
3
The Offeror shall have an operational, software-based Work Order
Management System (WOMS), inclusive of fully integrated handheld-based
field tools, that can be readily integrated to Fort Collins' Information Systems
to manage the meter exchange and module installation process.
18.1.1
4
The sensitive nature of the customer information contained in the data files
requires Offeror to ensure that customer data remains private and secure.
Fort Collins seeks evidence that the Offeror meets or intends to meet the spirit
of the Data and Information Technology Security requirements of section
18.4.
18.4.1, 18.6.1
5 The Offeror shall have a detailed and documented Quality Management and
Quality Audit Program. 24.1, 24.2
9.2 Initial Proposal Review
9.2.1 Intention of Initial Review
The intention of the Initial Review is to narrow the number of proposals for further consideration
to the top three. The exact number of proposals to receive further review will be at the sole
determination of the City. That determination will be based on factors that include the numeric
evaluation of proposals based on the Initial Proposal Review and comparative numeric
distribution of those numeric ratings.
9.2.2 Evaluation Criteria and Weighting
Offeror’s written proposals that pass the Minimum Compliance Review will be evaluated using
the following criteria and comparative weighting factors.
Weighting
Factors
Qualification Standard
25% Economic Value
Each rater will score based on normalized pricing
information and value for the proposed solution. Does the
proposed solution compare favorably with the Utilities
needs and budget?
25% Field Deployment
Does the proposer exhibit 1) a working knowledge of the
workforce qualifications and expertise required to
successfully complete field installation activities? 2) the
process knowledge and work flows necessary to
repetitively execute the work? 3) a keen understanding and
emphasis on safety in all activities? 4) a heightened sense
of importance in managing interactions with all customers
throughout the installation process?
15% Call Center
Does the proposer exhibit a fundamental understanding of
the processes, customer care and communications effort
required to successfully handle and respond to customer
concerns that are a routine part of the installation process?
15% IT Systems & Security
Are the proposer's Work Order Mgmt, Inventory Mgmt, and
Customer Care applications soundly architected to
integrate with the appropriate systems, and render the
controls required to successfully to complete all work?
Does the proposer adequately address the security
requirements identified in the RFP?
20% Project & Quality
Management
Does the proposer who will be working on the project have
the necessary skills, equipment and methodology to satisfy
the project needs? Are sufficient people of the requisite
skills assigned to the project? Does the proposer
demonstrate past experience in implementing, project
managing other Smart Grid deployment projects to
successful completion? What has been their success rate
in delivering quality results in prior engagements? Is the
firm interested and are they capable of doing the work in
the required time frame?
9.2.3 Cost / Pricing Determination
Based on information included in the written proposals, the City shall determine what it believes
to be the anticipated total costs of the respective proposal. That total cost shall serve as the
basis for the Cost / Pricing component of this evaluation.
9.2.4 Proposal Evaluation Process
Written proposals will be evaluated by a City of Fort Collins Team. Members of that team shall
independently evaluate each technical qualification category as included in the above evaluation
criteria listing. Those individual ratings will be combined into a total evaluation for each
proposal to determine the total numeric rating of that proposal.
9.3 Short List Evaluation of Proposal and Interview
9.3.1 Offeror Interview
City will provide a detailed agenda for Offeror to address in the Offeror Interview. It is
anticipated this interview will be a one-half day session at the City’s site, 700 Wood Street, Fort
Collins CO.
9.3.2 Best and Final Offer
It is anticipated that both the Offeror and the City will gain added insight into one another
through the above process to this point. It is further anticipated, that based on that added
insight gained by the Offeror and any additional factors of consideration to the Proposer, the
Offeror may desire to offer a Best and Final offer for the City’s consideration in selecting an
Offeror for contract negotiations. Those improved details from the Offeror’s offer might include
increased warranty provisions, reduced pricing, provision of additional functionality or services,
etc.
9.3.3 Short List Evaluation Criteria and Weighting
Offeror final comparative review will be evaluated using the following criteria and comparative
weighting factors.
Weighting
Factors
Qualification Standard
40% Economic Value
Each rater will score based on normalized pricing information
and value for the proposed solution. Does the proposed
solution compare favorably with the Utilities needs and
budget?
20% Field Deployment
Does the proposer exhibit 1) a working knowledge of the
workforce qualifications and expertise required to successfully
complete field installation activities? 2) the process knowledge
and work flows necessary to repetitively execute the work? 3)
a keen understanding and emphasis on safety in all activities?
4) a heightened sense of importance in managing interactions
with all customers throughout the installation process?
10% Call Center
Does the proposer exhibit a fundamental understanding of the
processes, customer care and communications effort required
to successfully handle and respond to customer concerns that
are a routine part of the installation process?
10% IT Systems & Security
Are the proposer's Work Order Mgmt, Inventory Mgmt, and
Customer Care applications soundly architected to integrate
with the appropriate systems, and render the controls required
to successfully to complete all work? Does the proposer
adequately address the security requirements identified in the
RFP?
20% Project & Quality
Management
Does the proposer who will be working on the project have the
necessary skills, equipment and methodology to satisfy the
project needs? Are sufficient people of the requisite skills
assigned to the project? Does the proposer demonstrate past
experience in implementing, project managing other Smart
Grid deployment projects to successful completion? What has
been their success rate in delivering quality results in prior
engagements? Is the firm interested and are they capable of
doing the work in the required time frame?
9.3.4 Economic Value Determination
The City’s economic value determination shall include the use of all costs/pricing to this point
including total costs in the comparative evaluation of the cost/pricing proposals.
9.3.5 Proposal Evaluation Process
Comparative numeric evaluations of the Offerors who are on the Short List will be done by the
City. Final determination of the highest evaluation will be done at this time and shall be at the
sole determination of the City.
9.4 Final Selection and Contract Negotiations
9.4.1 Reference Checks:
City will make reference checks on the Offeror selected for contract negotiations. Based on the
City’s conclusion from those contacts, the City will determine at its sole discretion if contract
negotiations will proceed with the given Proposer. Any information gained in these reference
checks shall be considered privileged and private information between the City and the party
providing reference comments and shall not be made available to any other party.
The City Utilities’ Project Manager will check references. Criteria for those reference checks
may include the following or other qualifications. The evaluation rankings will be labeled
Satisfactory/Unsatisfactory.
QUALIFICATION STANDARD
Overall Performance Would you hire this Professional again? Did they show the skills
required by this project?
Timetable Was the original Scope of Work completed within the specified
time? Were interim deadlines met in a timely manner?
QUALIFICATION STANDARD
Completeness Was the Professional responsive to client needs; did the
Professional anticipate problems? Were problems solved quickly
and effectively?
Budget Was the original Scope of Work completed within the project
budget?
Job Knowledge If a study, did it meet the Scope of Work?
If Professional administered a construction contract, was the
project functional upon completion and did it operate properly?
Were problems corrected quickly and effectively?
9.4.2 Critical Time Table
Contract negotiations between the City and the selected Offeror are time critical. The City
reserves the right at any time in the contract negations to terminate these negotiations if in the
City’s sole opinion these negotiations are not proceeding towards the City’s best interests.
Factors that will contribute to those considerations include any all details concerning costs,
terms and conditions and the time required to try and reach a final contract with the Proposer.
10 Submittal
Offeror will submit the following items to the City of Fort Collins, Purchasing Division, per the
following schedule:
Event Date
Responses to RFP due November 3, 2011, 3:00 pm MST
Submit an electronic copy to the City of Fort Collins, Purchasing Division:
purchasing@fcgov.com. Electronic copy can be sent via email, on a CD or USB flash drive.
Submit a total of twelve (12) printed copies to the City of Fort Collins, Purchasing Division.
11 Financial Background
11.1 Offeror shall provide the name of Offeror (include address) submitting the proposal to
which Fort Collins Utilities will engage in the contractual obligations. Please also
provide the name and contact information for a single point of contact (include phone,
email, address and fax).
Response:
11.2 Offeror shall list all affiliates of the contracting entity including subsidiaries, parent
Company(ies), and all other subsidiaries of the parent Company(ies). An entity is a
parent if it directly (or through intermediate entities) owns or controls at least 10% of the
stock (or analogous voting interests) of another company. An entity is a subsidiary if it
has one or more parents.
Response:
11.3 Offeror shall provide a chart of all ownership relationships from the parent company
through all direct and indirect subsidiaries of the contracting entity.
Response:
11.4 Offeror shall provide copies of its audited annual financial statements for the two most
recently completed fiscal years, and the most recent quarterly financial statements
available at the time of submission of the response.
Response:
11.5 Offeror shall list all major investments in the last two years relative to asset acquisition,
capital infrastructure upgrades, etc., as it relates to the scope of this RFP.
Response:
11.6 Offeror shall state its Company’s relevant assets (in dollar value) as
they relate to the scope of this RFP.
Response:
11.7 Offeror shall provide its most current financial ratings from Moody's. Please identify any
changes in ratings in the last two years, providing explanations for any changes.
Response:
11.8 Offeror shall provide the most current financial ratings from S&P. Please identify any
changes in ratings in the last two years, providing explanations for any changes.
Response:
11.9 Offeror shall provide a history of all sale, merger, and/or acquisition activity in the past
10 years which altered the financial ownership of the Bidding entity. Please provide an
explanation of each change in ownership and how it affected the assets or resources
related to this RFP.
Response:
11.10 Offeror shall provide any disclosable activity or involvement in sale, merger, or
acquisition activity that could alter the ownership structure of the Bidding entity as it
relates to this RFP.
Response:
11.11 Offeror shall indicate if it has ever filed for bankruptcy. If yes, please provide the date of
filing and the disposition.
Response:
11.12 Offeror shall provide its Dun and Bradstreet number and a current ratings report.
Response:
11.13 Offeror shall provide its Tax Identification Number (TIN).
Response:
11.14 Offeror shall describe how it anticipates meeting the financial obligations and resource
requirements of this project, including access to short-term unsecured indebtedness.
Response:
12 Offeror’s End Point Installation Experience and Capacity to Deliver
12.1 Describe your prior experience installing end points inclusive of electric meters, gas
modules, and communication modules for water meters.
Response:
12.2 Provide a table of all installations of AMI Pilots/Trials for utilities in North America
(deemed to be contiguous installations of less than 5,000 meters and/or modules). For
each Pilot/Trial project, provide details of the deployment including:
12.2.1 The utility.
12.2.2 The number of end points installed, broken down by the number and type of
electric meters installed, gas modules installed and water modules installed.
12.2.3 The types of AMI, AMR and DR/DSM technologies deployed.
12.2.4 The status of Pilot/Trial and if and why a determination to proceed to a wider
deployment has OR has not been made.
Response:
12.3 Provide a table of all installations of large scale AMI deployments for utilities in North
America (deemed to be contiguous installations of greater than 10,000 meters and/or
modules). For each large scale program, provide details of the deployment including:
12.3.1 The utility.
12.3.2 The number of end point installations planned. Provide a breakdown of the
number and type of electric meters, gas meters, and water module installations
planned.
12.3.3 The number of end points actually installed to date. If cited deployments are
currently in progress please provide details regarding major deployment
milestones, and expected completion.
12.3.4 A breakdown of the number of end points installed to date by the quantity of
electric meters installed, gas modules installed and water modules installed.
12.3.5 The peak and average installation rate per day achieved, excluding initial ramp
up and end-of-deployment ramp down. Provide separate data for electric, gas
and water.
12.3.6 The average installs per day achieved for a typical single-phase and polyphase
installer.
12.3.7 The average installs per day achieved for a typical water communications
module installer, broken down by: a) Outdoor pit; b) Outdoor Remote/wall
mount; and c) Indoor Remote/wall mount.
12.3.8 The types of AMI, AMR and DR/DSM technologies deployed.
12.3.9 The percent installation is complete and anticipated completion date.
Response:
12.4 From the above list of all deployments please provide at least three (3) verifiable
references, and all relevant contact information. References should address electric
meter installation, water module installation, and gas module installation experiences.
Fort Collins intends to contact these references. Fort Collins reserves the right to
request additional references.
Response:
12.5 Is your firm currently pursuing legal action against another entity related to AMI or AMR
technology installation? Is your firm currently defending itself against legal action
related to AMI or AMR technology installation? Please provide details about either
scenario if applicable.
Response:
12.6 Identify which of your cited previous end point installation experience you deem to be
the most closely comparable in scope, requirements, and capability to Fort Collins’
identified needs as described in this RFP.
Response:
12.6.1 Describe why you believe this experience is directly comparable and if none of
your cited previous experience is directly comparable, please describe your plan
to meet Fort Collins’ deployment plan and quantities as described.
Response:
13 End Point Installation Services Overview
13.1 Fort Collins understands that it is important to provide the Offeror with the ability to tell
its story in an unconstructed fashion to ensure that the Offeror can communicate key
issues and ideas that may not be easily communicated within the rigid confines of the
questions of this RFP. The Offeror is encouraged to provide Fort Collins with a concise
and comprehensive overview of its End Point Installation services, focusing on its ability
to leverage its services to successfully support Fort Collins in its Smart grid project. The
Offeror’s response to this section shall use no more than 4 pages. The Offeror should
not waste this space with sales or marketing materials but remain focused on why it
should be chosen to assist Fort Collins.
Response:
14 Project Delivery
14.1 Project Management & Support
14.1.1 Project Management & Delivery. Offeror shall provide Project Management
and technical support for delivery of all aspects of its services throughout all
phases of project from contract signature through final system acceptance. Such
Activities shall include, but may not be limited to:
14.1.1.1 Hiring the installation team.
Response:
14.1.1.2 Managing and running installer training & safety programs.
Response:
14.1.1.3 Responsibility to assure all employees meet the qualifications and
requirements contained in this RFP.
Response:
14.1.1.4 Manage field deployment activities.
Response:
14.1.1.5 Develop and manage the detailed route saturation plan.
Response:
14.1.1.6 Field deployment of all electric meters and water modules with its
employees.
Response:
14.1.1.7 Manage field deployment quality and perform quality audits.
Response:
14.1.1.8 Manage inventory control processes for all materials provided by Fort
Collins.
Response:
14.1.1.9 Manage work order scheduling, completion, and work order data
integrity.
Response:
14.1.1.10 Manage Offeror’s customer Call Center.
Response:
14.1.1.11 Coordinate customer contact program.
Response:
14.1.1.12 Manage customer claims administration.
Response:
14.1.1.13 Coordinate electric meter and water module deliveries at its cross docks
and/or warehouses.
Response:
14.1.1.14 Manage Work Order data collection, validation and transfer of data to
Fort Collins.
Response:
14.1.1.15 Manage Work Order data exception processing and investigations; Fort
Collins will have CIS/MDMS update responsibility for exceptions.
Response:
14.1.1.16 Provide materials forecasts and coordinate with Fort Collins the delivery
of new electric meters and water AMI communications modules to meet
Project requirements.
Response:
14.1.1.17 Provide periodic reporting of project progress against the Project Plan.
Response:
14.1.2 Methodology. Offeror shall describe its project management, solution delivery
methodology and processes required to meet Utility’s AMI project requirements
and schedule. Offeror’s description shall include its recommended approach.
Response:
14.1.3 Ramp. Offeror shall describe in detail its’ production ramp up process for
delivery of the End point Installation services and discuss any issues that could
negatively or positively impact the installation schedule for the proposed full
service territory implementation.
Response:
14.1.3.1 Project Plan. Offeror shall provide an initial project plan articulating all significant
tasks, specific time durations, key dependencies and resources, starting with
contract execution and ending at 100% conversion of all meter routes to automated
billing, and acceptance by the Utility.
Response:
14.1.3.1 Upon award, Offeror may be required to format key elements of its
project plan so as to be consistent with Fort Collins Project Execution
Plan (PEP) that it has established with the DOE as part of its SGIG
contract.
Response:
14.1.4 Staffing Plan. Offeror shall provide a monthly breakdown of the expected
workforce it requires to support the electric and water installation “run rates” as
described in Appendix G – AMI Electric & Water Deployment – Initial Plan.
Offeror shall also indicate the average and peak number of installers and
supervisors needed during deployment. Offeror is requested to fill in the
highlighted cells in Appendix G.
Response:
14.1.5 Coordination. Offeror shall assist Utility in coordinating the project activities
associated with deploying the AMI system.
Response:
14.1.6 Project Team. Offeror shall provide a summary of its proposed project team,
and include an organization chart showing the team's structure.
Response:
14.1.6.1 For each of the key positions on this project team, provide a brief job
description, including that team member's roles and responsibilities.
Response:
14.1.6.2 Provide resumes for persons that Offeror may assign to key project team
leadership positions.
Response:
14.1.6.3 Describe the Offeror's corporate support organization that will provide
support to this project team.
Response:
14.1.6.4 Describe the competitive advantages of the Offeror's proposed delivery
team.
Response:
14.1.7 Project Planning Support. Offeror shall assist Utility in developing and
maintaining the overall project plan including project schedule, resource
requirements, task interdependencies, major milestones, and checkpoints, etc.
Response:
14.1.8 Pre-Deployment Activities. Offeror shall participate in pre-deployment
workshops and planning activities as are necessary to establish the business
processes, operating process and other necessary preparation as is required to
execute the Offeror’s services as defined in this RFP. Such activities will
include, but may not be limited to:
14.1.8.1 Definitions and specification of data files and transfer mechanisms.
14.1.8.2 Specific Fort Collins procedure and policy review.
14.1.8.3 Work flow review.
14.1.8.4 Communication plans (Customer and Project team members).
14.1.8.5 Offeror Call Center policies.
14.1.8.6 Uniform and identification guidelines.
14.1.8.7 Safety, PPE and Tool review.
14.1.8.8 Review of Installation Processes.
14.1.8.9 Claims process.
14.1.8.10 Project reporting definition and tracking requirements.
14.1.8.11 Warehousing and facilities.
14.1.8.12 Inventory receipt and management.
14.1.8.13 Scrap meter and sample meter testing support.
Offeror shall indicate its compliance with the preceding requirements.
Response:
14.1.9 Monitoring and Control. Offeror shall implement and maintain the monitoring
and control systems, processes and metrics needed to successfully achieve all
aspects of its services as defined in this RFP. Specific requirements are also
listed below.
Response:
14.1.10 Project Plan. Offeror shall provide and maintain a detailed project plan
articulating all significant tasks, milestones and key deliverables; including
specific time durations, key dependencies and resources, starting with contract
execution and ending at final system acceptance and turnover to Fort Collins.
This Plan shall be consistent with the established Project Milestones as defined
by Fort Collins in Appendix G – “AMI Electric & Water Deployment – Initial Plan”.
Response:
14.1.11 Installation Targets. As part of the contract execution, the Offeror’s project plan
shall commit to monthly and cumulative installation targets for each operating
area, commit to closing dates for each geographic territory, and provide all
resources and support equipment to meet or exceed the targets. Offeror’s plan
shall be consistent with the established volumes and timeframes as defined by
Fort Collins in Appendix G – “AMI Electric & Water Deployment – Initial Plan”.
Response:
14.1.11.1 In the event of schedule delay caused by others, Offeror shall describe
how it will develop a corrective action plan to bring the schedule into
compliance.
Response:
14.1.11.2 In the event that a schedule is delayed due to Offeror’s lack of execution,
Offeror shall describe how it will develop a corrective action plan to bring
the schedule into compliance including additional resources and working
significant overtime.
Response:
14.1.11.3 Master Deployment Plan. As part of the contract execution, the Offeror
shall provide and maintain a “Master Deployment Plan” that supports the
project plan by detailing the route and meter specific deployment activities.
The Master Deployment Plan will be used for periodic route requests,
customer communications, and materials forecasting on a route by route
basis, across the entire service area. The Master Deployment Plan shall
be reviewed with Fort Collins on a frequent basis to assure
synchronization of all activities amongst the AMI and MDMS vendors.
Response:
14.1.11.3.1 As part of the contract execution, the Offeror’s Master
Deployment Plan shall be developed based on the Project
Plan, Installation Targets, and the specific geographic or
other deployment requirements as directed by Fort Collins.
The Master Deployment Plan may be developed as a
series of incremental plans, starting with the initial Phase 1
FAT areas, and followed by more detailed system wide
deployment plans that are synchronized with the overall
Project Phasing Plan and evolve over the course of the
project. Fort Collins reserves the right of final approval of
the Master Deployment Plan, and any revisions therein.
The initial Master Deployment Plan for the FAT meters
(approx. 9,000 total) to be deployed shall be due within 15
calendar days of contract signature.
Response:
14.1.12 Scope Management. Offeror shall assist Utility in managing the AMI system
deployment project scope, following the change order process of Utility Supply
Management.
Response:
14.1.13 Risk and Dependency Management. As part of the contract execution, Offeror
shall develop an initial project risk assessment and mitigation strategy with
inputs from Utility. Offeror shall provide updates to Utility and assist Utility in
managing risks and dependencies throughout the project cycle.
Response:
14.1.14 Quality Management. Offeror shall describe its Quality Management Program,
describe critical quality metrics, and provide specific examples of such, that it
will consider for all aspects of work and deliverables under this RFP.
Response:
14.1.14.1 Quality Management Plan. As part of the contract execution, Offeror
shall implement and update a Quality Management Program to assure
its deliverables meet the requirements of this specification.
Response:
14.1.14.2 Issue and Action Items Logs. Offeror shall provide the Utility updates
to project issues, action items and resolutions for keeping the
issue/action item log up to date.
Response:
14.1.15 Project Reporting & Communications. Offeror shall provide routine project
status reports on no less than a weekly basis, and shall provide inputs to Utility
project communications periodically as requested/needed by Fort Collins.
Response:
14.1.16 Utility Project Resources. Offeror shall provide an estimate of the quantity
and type of Utility resources required to support the activities in section 14.
Estimate shall include field and operations resources, IT resources, and Utility
Management support staff.
Response:
14.1.16.1 For each resource, provide detailed information about that resource’s
role and responsibilities.
Response:
14.1.17 Key Performance Indicators (KPI’s). Offeror shall implement mutually agreed
to KPI’s that the Offeror typically uses to keep its projects on track, and to
manage and maintain productivity throughout the life of the project. Offeror is
asked to provide a sample list of its recommended KPI’s as part of its response
herein.
Response:
15 Safety
15.1 Safety Requirements. The City of Fort Collins Utilities is highly committed to providing
and maintaining a safe work environment for its employees, contractors and the public
at large. Fort Collins is committed to complying with all applicable international, federal,
state and local health and safety laws and requirements. Offeror shall commit to
comply with appropriate safety procedures in performing all work for Utility, and shall
adopt Utility's minimum safety standards (if more stringent than Offeror’s) as the
baseline requirements. Offeror is required to acknowledge this requirement.
Response:
15.2 Safe Work Habits. Offeror shall indicate willingness to promote safe work habits for its
installers in accordance with applicable OSHA standards and Fort Collins’ policies. If a
representative of Fort Collins notices unsafe work, Fort Collins retains the right to stop
the work until unsafe conditions are resolved.
Response:
15.3 Safety Management Program. As part of its response to this RFP, Offeror shall
provide a copy of its safety management program containing all safety related practices
and procedures, manuals, etc. to Fort Collins.
Response:
15.4 OSHA Recordable Injuries. As part of its response to this RFP, Offeror shall provide a
monthly report of all OSHA Recordable Injuries over the past five (5) years. The
monthly report shall include the number of injuries and rate of injury per 200,000 hours
worked. The monthly report shall include a summary of the type of injury and incident
analysis. Offeror shall also provide a description of actions being taken to correct
negative trends.
Response:
15.5 Motor Vehicle Incidents (MVI). As part of its response to this RFP, Offeror shall
provide a monthly report of all Motor Vehicle Incidents over the past five (5) years. The
monthly report shall include the number of incidents, the rate of MVI per 1,000,000
miles driven and the number of miles driven. The report shall include a summary of the
type of MVI and incident analysis. Offeror shall also provide a description of actions
being taken to correct negative trends.
Response:
16 Workforce Requirements
16.1 Offeror’s Workforce
16.1.1 General. Offeror shall be responsible for the screening, hiring, qualification and
training of all employees required for the execution of its services as defined in
this RFP.
Response:
16.1.2 HR Plan. As part of its response to this RFP, Offeror shall provide a copy of its
Human Resource plan addressing the recruiting, staffing and management of
internal or contractor personnel to be used to address the requirements of this
RFP.
Response:
16.1.2.1 Policies and Procedures. The Offeror’s HR plan shall address hiring
policies, security screening procedures, testing and performance review
procedures and other pertinent procedures.
Response:
16.1.3 Wage Scales. The Fort Collins Utilities workforce is not governed by nor
subjected to any Collective Bargaining Agreements. It is therefore the Offeror’s
responsibility to determine the workforce and wage scales it requires to meet the
requirements of this RFP.
Response:
16.1.3.1 Davis Bacon Act (DBA). The City of Fort Collins Smart Grid Project,
and the AMI End Point Installation Services herein, are covered by the
Davis Bacon Act (DBA), inclusive of specific guidance and exemptions
as published by agencies of the Federal Government. It is the Offeror’s
responsibility to familiarize itself with these requirements, guidances and
exemptions. Offeror is specifically required to acknowledge this
requirement.
Response:
16.1.4 Required Competencies. All workers employed or contracted by the Offeror
shall be required to have the minimum competencies necessary to accomplish
the specific tasks and work requirements presented in this RFP.
Response:
16.1.4.1 Appendix D – Electric and Water Job Skills Matrix, provides a reference
to the minimum equivalent Fort Collins Job Classifications for all meter
exchange and module installation activities. Appendix D refers to
Appendix F – Job Descriptions, which describe the minimum “Required
Competencies” and workforce qualifications for each of these job
classifications, and which the EPI Vendor’s employees must achieve for
their respective installation activities.
Response:
16.1.4.2 The Offeror and its subcontractors, suppliers and agents are to be
properly licensed and qualified to perform the class and type of the
services as specified in this RFP and all appendices attached herein, in
addition to being properly insured, equipped, organized, staffed and
financed to handle such services. Offeror is asked to outline how it will
meet these minimum competencies and indicate any requested
exceptions.
Response:
16.1.5 Employment Requirements – Background Check and Access. All employees
hired or sub-contracted by the Offeror to provide the services listed in this
document shall undergo and pass a pre-employment background check
conducted by the Offeror, and sign an access agreement granting these
employees the right to access Fort Collins facilities. Verification of this
background check shall be submitted to Fort Collins for approval before access
will be granted. Offeror shall indicate compliance with Fort Collins’ background
check process to be employed when processing applicants for positions related
to the work described in this RFP.
Response:
16.1.6 Substance Abuse. In order to maintain a safe, healthy and efficient work
environment, and to minimize absenteeism and tardiness, Fort Collins requires
that the Work Site be a Drug and Alcohol Free Environment. Prior to
commencement of Work, Offeror shall have a Substance Abuse Program in
place. Offeror shall provide a copy of their substance abuse program with its
submittal to this RFP. Fort Collins shall review the program and if acceptable,
approve the program prior to commencement of end point installation.
Response:
16.1.7 Pre-employment and Random Drug Testing. Offeror shall test its employees
as appropriate throughout the end point installation process in accordance with
its Substance Abuse Program. Offeror’s employees shall be subject to a drug
and alcohol test upon hiring. Offeror’s employees shall be subject to a drug and
alcohol test based on their involvement in or cause of a reportable accident or
incident which causes personal injury or property damage in accordance with
applicable laws. Offeror’s employees shall be subject to a drug and alcohol test
based on a reasonable and articulated belief that the employee is using or has
recently abused alcohol or drugs. All testing shall be paid for in full by Offeror.
Offeror shall indicate compliance with this requirement.
Response:
16.1.8 Right to Approve Proposed Hires. Fort Collins reserves the right to review and
approve the proposed hiring of all personnel hired by Offeror or Offeror’s
subcontractors. At a minimum, Offeror shall submit all proposed applicant(s) to
Fort Collins for Fort Collins’ review and approval.
Response:
16.1.9 Poor Performing Employees. Fort Collins reserves the right to review the
performance of poor performing personnel hired by Offeror or Offeror’s
subcontractors. Offeror shall perform periodic employee performance reviews,
and shall provide the results for poor performing employees to Offeror for its
review. The Offeror shall correct poor performance, including termination, and
minimize impact to the project.
Response:
16.1.10 Employee Training.
16.1.10.1 Offeror shall be responsible for training its employees. Training shall
include but not be limited to employee and customer safety, all applicable
standards, and be structured to include classroom and practical
performance testing. Offeror shall indicate compliance with this
requirement. Training shall cover, but may not be limited to, the following
areas:
Response:
16.1.10.1.1 Proper module and meter installation (both self-
contained and transformer rated).
Response:
16.1.10.1.2 Ability to identify meter sockets, service voltages, and
service sizes.
Response:
16.1.10.1.3 Correct reading of meter registers.
Response:
16.1.10.1.4 Operating and maintaining data transfer systems.
Response:
16.1.10.1.5 Training on customer contacts including managing
customer contacts during the installation of meters and
modules. Offeror shall train on procedures for managing
difficult customer situations and resolutions and
coordinate with Fort Collins’ employees on field issues.
Response:
16.1.10.1.6 Recognize and respond properly to emergency
situations.
Response:
16.1.10.1.7 Recognize and report energy or water diversion.
Included are missing seals, missing meter socket seal,
current diversion.
Response:
16.1.10.1.8 Report water leaks and/or abnormal operating
conditions.
Response:
16.1.10.1.9 Recognize damaged services and respond appropriately
to service and repair issues.
Response:
16.1.10.1.10 Electric (self contained and transformer rated) and water
meter test procedures.
Response:
16.1.10.1.11 Identification of energized meter enclosures and other
unsafe meter situations.
Response:
16.1.10.1.12 Identification of confined spaces that require special
procedures prior to entry.
Response:
16.1.10.2 Offerors shall provide a detailed overview of their employee training
programs (technical, safety and customer contact / communications) for
the specific work functions listed in this RFP, with its submittal to this
RFP.
Response:
16.1.10.3 The Offeror shall describe its approach to promoting and enforcing safe
work practices in the field, warehouse and meter tester functions.
Response:
16.2 Worker Qualifications
16.2.1 Qualified Workers. Offeror shall employ and assign work only to qualified
workers. Qualified workers shall be trained by the Offeror in accordance with an
established set of specific qualifications inclusive of experience, training, audit
and related items that are relevant to the nature and type work activities to be
performed.
Response:
16.2.2 Minimum Requirements. Appendix D – Electric and Water Job Skills Matrix,
provides a reference to the minimum equivalent Fort Collins Job Classifications
for all meter exchange and module installation activities. Appendix D refers to
Appendix F – Job Descriptions, which describe the minimum “Required
Competencies” and workforce qualifications for each of these job classifications,
and which the EPI Vendor’s employees must achieve for their respective
installation activities. Offeror is required to acknowledge this requirement.
Response:
16.2.2.1 Qualified workers shall be required to acquire, demonstrate, meet and
maintain all requirements as defined for their assigned work activities.
Response:
16.2.3 Field Supervision. Offeror shall ensure appropriate supervision is provided for
all field-related work. Offeror shall provide its expected ratio of ‘field installation
personnel’ to Field Supervision. Fort Collins expects that Offeror will provide
more management oversight, e.g. reduce the ratio of field technicians to field
supervisors, when the workforce is less experienced such as in the beginning of
the project or at the start of implementation of a new type of technology or end
point. Offeror shall provide this information and indicate compliance with this
requirement.
Response:
16.2.4 Work Assignment. Offeror shall insure that its Work Order Management
System is configurable so as to restrict assignment of all work activities to only
those qualified individuals, with the required competencies, as described above.
Response:
17 Inventory Management and Supply Chain
17.1 Meter Inventory Requirements. In coordination with Fort Collins, Offeror shall be
responsible for managing the meter exchange and module installation process, for
ensuring execution of the removal process and for managing the salvage/scrapping
process. New meters and modules shall be processed through use of an automated
system such that meter exchanges and module installations are smoothly completed
and Fort Collins meter records and customer information systems are updated via Fort
Collins’ IT systems on a daily basis.
Response:
17.2 Meter/Module Warehousing and Transfer. Fort Collins will have the electric meters
and water modules shipped to Fort Collins’ facilities, and transferred to the Offeror
facility for Offeror receipt and deployment staging. Offeror shall assume custodial
responsibility upon receipt for the weather protection, safeguarding, and security of all
Fort Collins assets at all facilities established by the Offeror throughout the project.
Response:
17.2.1 Fort Collins will work with the Offeror to develop a plan to transfer meters based
on the Vendor’s expected daily installation “run rates”, the availability of Vendor
storage space, and other relevant factors.
Response:
17.3 Inventory. Offeror shall describe its meter/module inventory control procedures and
work flows. Offeror should explain how it proposes to support and integrate its field
meter exchange/module installation and inventory control processes, with those that
exist within Fort Collins’ IT systems. Offeror’s process should also describe its method
for determining the required inventory to be retained in Offeror’s warehouse and cross-
dock locations.
Response:
17.3.1 What level of inventory does Offeror anticipate or advise it requires for this
project?
Response:
17.4 Supply Chain. Offeror shall describe its experience and proposed inventory control
procedures and work flows with regards to receipt, storage and transfer of Fort Collins’
metering assets.
Response:
17.5 Materials Forecasts. Offeror shall provide materials forecasts for all meters, modules
and equipment to be supplied by others to Offeror for execution of its work under this
RFP. Offeror shall provide such forecasts so that it allows sufficient lead time for those
materials to be ordered, procured, shipped, received and tested in advance of Offeror’s
need for installation. Offeror shall coordinate its forecasts to assure that it is
synchronized with the activities and plans of the other vendors including the AMI
Technology Vendor(s) installation plans. Offeror shall provide its’ forecast process for
such activities.
Response:
17.6 Placing Orders: Fort Collins is responsible for approving all forecasts, and placing
orders for all materials, based on the forecasts provided by Offeror. Fort Collins shall
provide Offeror with the required materials lead times.
Response:
17.7 Bar Codes. Fort Collins utilizes barcode technology for automated electric meter, water
module, and other asset tracking through the supply chain. Offeror shall describe its
capabilities to support Barcode technology within the supply chain process and Fort
Collins’ IT systems. Offeror shall describe its capability and experience in tracking
individual meters/modules by meter/module number as they flow through the logistics
chain from receipt through installation, via barcode scanning or other means.
Response:
17.8 Asset Tracking. Offeror shall provide tracking of all meter and module assets down to
the employee level both to and from the field, as well as to and from AMI Technology
Offeror. Offeror shall describe its method for accomplishing this.
Response:
17.9 Meter Management and Testing
17.9.1 Meter/Module “Advance Shipper” Data. Fort Collins assumes that Offeror, in
advance of meter shipment, will require receipt of advance notification of Meter
Manufacturer’s shipment. That notification is assumed to contain the meter or
module number, meter characteristic and “attribute” information, shipper pallet
and box information, etc. The meter Manufacturer(s) shall provide, and Fort
Collins and Offeror shall mutually approve, in an agreed to format or file, the
process for obtaining and transferring this information to Offeror and Fort
Collins. Offeror shall include these requirements in its Inventory Management
Process.
Response:
17.9.2 Meter/Module Received Data. Fort Collins shall require from the Offeror, upon
the receipt of the meter or module, a “Received” file that contains the meter or
module number and date of receipt. Offeror shall describe how it plans to obtain
and send this information to Fort Collins.
Response:
17.9.3 Meter/Module Lot Sample Management. Fort Collins shall work with the
electric meter and water module manufacturers to accomplish sample
acceptance testing of meters and modules. For meters and modules that are
shipped directly to the Offeror, the Offeror will identify, segregate and/or ship the
agreed to sample meters or modules from each lot to Fort Collins for testing, or
hold at the Offeror’s facility for testing by others. Offeror shall describe how its
inventory management systems and work flows will accommodate the ability to
track and manage these transactions.
Response:
17.9.4 Quarantine. Offeror shall be required to maintain a secure facility to
accommodate electric meters and water modules that are held at the Offeror’s
facility pending the completion of sample testing but not yet released for
installation. Offeror shall indicate compliance with this requirement.
Response:
17.9.5 Testing Upon Removal. Fort Collins retains the option to conduct accuracy
testing of all electric meters upon removal and before scrapping. Offeror shall
acknowledge its support of this process.
Response:
17.9.6 Inventory Reconciliation. Upon completion of this contract, Offeror and Fort
Collins shall reconcile the meters issued to Offeror vs. meters not otherwise
installed or returned to Fort Collins by Offeror. Offeror shall be financially
responsible for any meters issued to Offeror but not otherwise installed or
returned to Fort Collins. Offeror shall acknowledge this requirement .
Response:
17.9.6.1 Periodic Inventory Reconciliation. On a periodic basis, Offeror and
Fort Collins shall reconcile the meters issued to Offeror vs. meters not
otherwise installed or returned to Fort Collins by Offeror up to that point in
time. Offeror shall acknowledge this requirement..
Response:
18 Work Order Management, Handhelds, Information Technology and
Security
18.1 Work Order Management and Handhelds
18.1.1 Work Order Management Process. Offeror shall provide its own Work Order
Management system to implement all aspects of work performed under this
RFP. Offeror shall develop Work Order Management process and work flows
that cover all activities in this RFP. Offeror’s processes shall include the
methodology used to manage and control individual installations from a
scheduling, completion and close out standpoint, including any coordination
required with Fort Collins. Offeror shall provide an overview of its proposed
WOMs as part of its response to this RFP.
Response:
18.1.2 Work Assignment. Offeror shall insure that its Work Order Management
System is configurable so as to restrict assignment of all work activities to only
those qualified individuals, with the required competencies, as described in this
RFP.
Response:
18.1.3 Handheld Devices. Offeror shall provide hand held computers or other devices
to schedule and implement the meter and module deployment work and
recording of information. These devices shall be an integral part of its Work
Order Management system and processes. Offeror’s system shall have the
ability to dispatch and push data to individual workers and to monitor progress
throughout the day, and the ability to capture pictures and utilize barcode
scanners. Offeror shall establish conditions within the workflow that will require
data collection, pictures, or even barcode scanning at different stages of the
workflow. Offeror’s application is expected to validate collected data against
expected values and to either create exceptions if those values are not met, or
to prompt the installer to try again. Ideally, once the work order has been
completed, Offeror’s system should have the ability to upload completed data to
the dispatch application wirelessly.
Response:
18.1.4 Scripting. Offeror’s work order management system shall have and implement
the capability to load scripts onto handhelds that direct installers to execute
certain activities when at a premise. This capability shall be a part of the work
order system, and be based on the agreed to logical workflows. Offeror is
required to develop and test scripts prior to start of deployment, and update
these periodically as conditions change or requirements warrant, without impact
to the deployment schedule. The Offeror’s scripts shall cover all requirements
contained in this RFP.
Response:
18.1.5 Minimizing Errors. Fort Collins seeks to eliminate exceptions caused by
installation errors. Offeror shall design its processes to minimize data errors
entered by an installer, such as wrong meter number, meter read, etc., by
establishing data checks in its handhelds and work order management system.
Offeror is asked to describe how its work order management system is designed
to accomplish this.
Response:
18.1.6 Meter Route Management, Route Request & Review. Offeror is asked to
describe its processes and/or planned use of meter route management
software, to minimize meter reading and billing impact associated with the meter
installation process.
Response:
18.1.6.1 Upon award, Offeror shall provide its process and work flows for meter
route selection, requests, transaction and management to minimize
meter reading and billing impact. Offeror shall provide periodic Route
Requests prior to release of route data to Offeror, so that Fort Collins can
confirm that Offeror’s Route Request meets all Network Deployment and
other business requirements of Fort Collins prior to release and approval.
Response:
18.1.7 Blackout Periods. Offeror shall manage the installation process in a manner
that ensures no installations will be completed during billing and blackout
windows as defined by Fort Collins. Offeror shall request, and Fort Collins shall
provide, the appropriate meter reading routes, schedules and blackout windows
so that Offeror can avoid exchanging meters and installing modules during the
billing and blackout windows. Offeror’s work order management processes shall
be configured to conform to this requirement.
Response:
18.2 Route Manager
18.2.1 Route Manager. Route Manager is an Elster software system that is an integral
part of the Elster Energy Axis Management System (EA_MS), designed to wake
up, program and commission water modules during the installation process, and
to create water “marriage files” after completion. The Offeror will be required to
utilize the Elster Route Manager software management system for installation of
water modules. Route Manager provides specific water module data attributes
that are required for programming and commissioning of the Elster water
communications modules.
Route Manager interfaces with a separate Elster EA_Installer Handheld that is
used to program and commission the water communications module.
Route Manager ingests required data from the Elster EA_MS AMI Head End
application and ports it to the EA_Installer Handheld (a Radix 950 with custom
Elster software) for initial installation. Upon completion of installation and
upload of data from the EA_Inspector Handheld to Route Manager, Route
Manager will pass this data to the Elster EA_MS AMI Head End application.
The use of Route Manager is not required for installation of electric meters.
Offeror shall indicate compliance with these requirements.
Response:
18.2.2 Not a WOMS. Route Manager is not a Work Order Management System
(WOMS), and the Offeror is therefore required to utilize its own WOMS and its
own handheld devices for issuing, managing and completing service orders for
all water work performed. Offeror shall indicate compliance with this
requirement.
Response:
18.2.3 EA_Installer Handheld. Fort Collins will provide, and Offeror will be required to
utilize, the Elster EA_Installer Handheld tool for programming and
commissioning of Elster water modules. The EA_Installer Handheld tool is a
Radix 950, with custom software supplied by Elster, which requires data inputs
from the Route Manager application in order to complete these activities. Upon
completion of field installation, the EA_Installer Handheld passes its completed
data back to the Route Manager application. Offeror shall indicate compliance
with this requirement.
Response:
18.2.4 Daily Upload/Download. The Offeror will be required to perform daily
assignment of specific meter data records, using the Route Manager
application, to the EA_Inspector handheld. The assignment of these daily
records must mirror the meter data records assigned by the Offeror in its WOMS
application. This assignment includes both the daily download of planned work
to the EA_Inspector Handheld, and daily upload of completed work from the
EA_Inspector Handheld to Route Manager. Once completed, Route Manager
will create a daily data export file that will be manually imported into the EA_MS
application. Offeror shall indicate compliance with this requirement.
Response:
18.2.5 Provision of Route Manager and EA_Inspector Handhelds. Fort Collins will
provide these tools to the Offeror for its use throughout the term of the contract.
Offeror shall indicate compliance with this requirement.
Response:
18.2.6 Work Flow. The Offeror will be required to integrate the use of Route Manager
and the EA_Installer handeld tools and processes into its work flow for water
installation activities. Offeror shall indicate compliance with this requirement.
Response:
18.3 Information Technology
18.3.1 Data Security, Synchronization and Upload. Through automated means, the
Offeror shall record all appropriate meter exchange and module installation
information and provide the data in a common readable electronic format for
batch upload into Fort Collins’ IT systems no later than end of the following
business day. Offeror shall indicate compliance with this requirement and Fort
Collins IT standards and requirements in Appendix A — FCU IT Standards and
System Infrastructure.
Response:
18.3.2 IT Questionnaire. Offeror shall complete and submit as part of its proposal the
IT questionnaire located in Appendix I – Bidder IT Questionnaire.
Response:
18.3.3 Disaster Recovery. The Offeror’s systems shall be architected to provide
disaster recovery capabilities that enable the field work and call center activities
to continue without interruption. Offeror is asked to describe how its architecture
enables this requirement.
Response:
18.3.4 Batch Creation of AMI Meter Exchange and Module Installation Service
Orders – “From Utility”. On a periodic basis, upon request by Offeror, Fort
Collins shall create bulk AMI meter exchange and module installation service
orders and send to Offeror’s work management system via an automated
integration or data transfer.
Response:
18.3.5 Premise Information. Offeror shall describe the minimum list of premise
information that Fort Collins will need to supply along with Fort Collins’ service
order number for the Offeror’s AMI Meter Exchange and Module Installation
Service Orders.
Response:
18.3.6 “Refresh” Files. Also, on a periodic basis, Fort Collins shall create a “refresh”
file that addresses “changes” to information in work orders that have already
been sent to Offeror, but which Offeror has not “completed”. The file format
requirements are typically the same as the “From Utility” file but shall be
mutually agreed to between Offeror and Fort Collins.
Response:
18.3.7 Batch Completion of AMI Meter Exchange and Module Installation Service
Orders – “To Utility”. On no less than a daily basis, Offeror shall process the
completion of bulk AMI meter exchanges and module installations and send to
Fort Collins’ IT. The file data requirements, format, transfer methodology and
frequency of these requests shall be mutually agreed to between Offeror and
Fort Collins. Offeror is asked to describe its process that supports this
requirement.
Response:
18.3.8 Data Elements. As part of its Batch Completion file, Offeror shall capture and
transfer the data elements listed below (Offeror shall indicate compliance with
this requirement at the end.):
18.3.8.1 ID of the installer
18.3.8.2 Date the order is completed
18.3.8.3 Read from the removed meter or module/index
18.3.8.4 Read from the meter or module being set. The reading from the electric
meter being installed is expected to be zero. The reading from the water
module being installed is expected to match that of the existing water
meter encoder/register.
18.3.8.5 Meter number of the meter being installed
18.3.8.6 Serial number of the meter being installed
18.3.8.7 Module number of the module being installed and the meter number on
which the module is being installed
18.3.8.8 Meter number of the meter being removed
18.3.8.9 Module number of the module being removed and the meter number of
the meter from which the module is removed
18.3.8.10 Follow-up flag indicating that Fort Collins should investigate situations
found at a premise such as incorrect data, safety issues, premise repairs
required, date/time found, Fort Collins party reported to, and others found
in the field by the Offeror
18.3.8.11 Comment section to include the incorrect versus correct data found and
note follow-up flag details
18.3.8.12 Billing Constant/Pressure Constant and meter multiplier
18.3.8.13 CT and PT Constants
18.3.8.14 IP Address (if applicable)
18.3.8.15 Premise as-found condition (based on list to be provided by Fort Collins)
18.3.8.16 Premise as-left condition (based on list to be provided by Fort Collins)
18.3.8.17 Atmospheric corrosion observation result – if applicable
(acceptable/unacceptable)
18.3.8.18 Certification that locks and seals are in place – Y/N
Offeror is required to indicate its compliance with all of the above requirements.
Response:
18.3.9 Validation. Offeror shall describe its process for ensuring that the data captured
and reported back to Fort Collins is complete, accurate and valid.
Response:
18.3.10 Data Assurance and Process. Offeror shall implement quality assurance
checks of collected data that occur after data is captured in the field but before
transmission to Fort Collins. Offeror shall describe its process for ensuring that
the data captured and reported back to Fort Collins is complete, accurate and
valid.
Response:
18.3.11 Other. Based on prior experiences, describe any other data elements that Fort
Collins should consider capturing.
Response:
18.3.12 Global Positioning System (GPS). Offeror shall describe its process of
capturing GPS spherical (latitude, longitude, and altitude) coordinates for each
electric meter, water module, or other delivery location with an accuracy not to
exceed plus or minus five (+/- 5) meters. Process description should include
specifications for the field device to be used, device settings (e.g., PDOP mask
value, etc.), and any differential processing method to be used.
Response:
18.3.12.1 (Optional). Offeror shall describe its process of capturing GPS
spherical (latitude, longitude, and altitude) coordinates for each electric
meter, water module, or other delivery location with an accuracy not to
exceed plus or minus one (+/- 1) meter and price this service separately.
Response:
18.3.13 Hard to Obtain. Offeror shall describe how situations where GPS readings are
difficult to obtain (e.g. inside meters, under dense foliage, surrounded by tall
buildings, etc.) will be mitigated (e.g. closest cross streets, closest GPS point,
etc.), and how such data will be flagged if not collected at the meter.
Response:
18.3.14 Data Format. Data should be delivered in a data format with a spatial reference
that can be readily used by Fort Collins’ GIS. Offeror shall deliver raw GPS
Latitude(Lat) & Longitude (Lon) data in the following format: US State Plane
1983; - Zone: state 1900; - Datum: NAD 1983 (Conus); Coord Units: US Survey
Feet; Altitude Units: US Survey Feet (aka NAD 83).
Response:
18.3.15 Process. Offeror shall include the process and field device specifications for
GPS data capture and delivery in its work order management process and work
flows.
Response:
18.4 Data and Information Technology Security
18.4.1 Deployment & Operational Security Requirements. The sensitive nature of
the customer information contained in the data files requires Offeror to ensure
that customer data remains private and secure. Fort Collins seeks evidence
that the Offeror meets or intends to meet the spirit of the security requirements
of this section 18.4. For all systems used in the delivery of services in this RFP,
Offeror shall provide an overview of its processes for incorporating appropriate
security measures to meet the requirements of Section 18.4, with its response to
this RFP, inclusive of:
18.4.1.1 Inventory Management System, and the data contained in it.
18.4.1.2 Work Order Management System, and the data contained in it.
18.4.1.3 Handheld field devices, and the data contained in it.
18.4.1.4 The operation of the Call Center/Data Center servers and systems, and
the data contained within these systems.
Offeror’s response shall be inclusive of the preceding requirements.
Response:
18.4.2 Data Center Separation/Isolation of Client Systems and Data. The Offeror
shall describe their applied methods and solutions for separating/isolating Utility
systems and/or data such as but not limited to separate network segments,
firewall isolations, separate server platforms, instances, use of Virtual vs.
physical implementations, etc.
Response:
18.4.3 Data Encryption. Fort Collins data and authentication content (passwords) shall
be secured in transit from end to end, and at rest. The Offeror shall identify what
encryption standards they use or support such as but not limited to AES-
128/256, PKI, FTPS (SSL/TLS), SFTP (SSH) to secure Fort Collins data in
transit (between Fort Collins systems and Offeror’s systems, and between
Offeror’s systems) and at rest in their field tools, laptops, servers, as applicable.
Offer shall describe the implementation of their data encryption solution(s)
Response:
18.4.4 Secure Transfer Server. The Offeror shall indicate if their secure data transfer
solution for Fort Collins is based on a secure FTP server(s) or an alternate
method with equivalent or greater security.
Response:
18.4.5 Security Constraints and Dependencies. The Offeror shall identify and
describe if there are any constraints or dependencies with their proposed secure
transfer and at rest solution(s)
Response:
18.4.6 Access Control (AC). The Offeror shall describe all approaches, capabilities,
and mechanisms for Access Control within its systems, including but not limited
to Access Control Lists, Role Based Access Control (RBAC) models, Active
Directory Services (ADS), identity management, restricted use notification
splash screens, unsuccessful login attempt controls, and any others (ref. NIST
SP 800-53 AC-3, AC-7, AC-8). Scope of response shall include
systems/devices (workstations, servers, etc.) as well as field tools, mobile
devices, handhelds, etc.
Response:
18.4.7 System Time Stamps (AU). The Offeror shall confirm that their solution(s)
provide functionality for generating date and time stamps for event logs/audit
records. (ref. NIST SP 800-53 AU-8. Scope of response shall include
systems/devices (workstations, servers, etc.) as well as field tools, mobile
devices, handhelds, etc. as applicable.
Response:
18.4.8 Identification and Authentication (IA). The Offeror shall describe all
approaches, capabilities, and mechanisms such as but not limited to user IDs,
passwords, tokens, biometrics, and in the case of multifactor methods, some
combination thereof for uniquely identifying and authenticating users or
processes acting on behalf of users whether access is via local interfaces or
network connections (ref. NIST SP 800-53 IA-2). Scope of response shall
include systems/devices (workstations, servers, etc.) as well as field tools,
mobile devices, handhelds, etc. as applicable.
Response:
18.4.9 Unique User Identification and Authorization (Non-Utility Users) (IA). The
Offeror shall attest to enforce that their personnel use unique identity user
accounts and authentication content for Fort Collins System accesses whether
via local interfaces or network connections (ref. NIST SP 800-53 IA-8).
Response:
18.4.10 Media Protection (MP). The Offeror shall describe approaches, mechanisms,
and capability for protecting Fort Collins media (digital and non-digital) per the
following in accordance with Fort Collins Media Protection Policies, Procedures,
and NDAs (ref. NIST SP 800-53 MP-2, MP-6):
18.4.10.1 Limit access to Fort Collins media to only those personnel whom are
directly involved on the Fort Collins project.
18.4.10.2 Store Fort Collins related media under controlled conditions.
18.4.10.3 Sanitize Fort Collins related system media, prior to disposal, release out
of Offeror control, or release for reuse.
18.4.10.4 Return and/or disposal of Fort Collins sensitive or classified information
upon the request of Fort Collins and/or at the end of the project.
Offeror shall indicate its compliance with the preceding requirements.
Response:
18.4.11 Physical and Environmental Protection (PE). The Offeror shall describe
approaches, mechanisms, and capability to control physical access for
systems/devices external to the Utility facilities such as Offeror’s data centers.
(ref. NIST SP 800-53 PE-3).
Response:
18.4.12 Physical Control of Electronic Inventory (PE). The Offeror shall describe
their approaches, mechanisms, and capability to securely control and track the
delivery, removal, and transport of electronic equipment such as but not limited
to meters, computerized hand held tool sets, etc., in and out of Fort Collins and
Offeror’s warehouse and other facilities (ref. NIST SP 800-53 PE-16).
Response:
18.4.13 Process Approval. Upon award, Offeror shall provide its processes, and Fort
Collins shall approve Offeror’s processes, for incorporating appropriate security
measures including but not limited to data encryption and key management for
Offeror’s Work Order Management System (WOMs) Inventory Management
System (IMS), etc. Offeror shall indicate its compliance with this requirement.
Response:
18.5 Handheld Security Requirements
18.5.1 Data. Offeror shall describe all data to be contained in the Offeror's handheld
device to perform the meter/module installation.
Response:
18.5.2 Transfer. Offeror shall describe its process for transferring the information from
the handheld device to the Offeror's servers. Offeror shall also include detail on
how the transmission occurs, over what type of network (e.g. Cellular, Internet,
etc.) and if there the encryption standards or other security measures used to
protect the data in transit.
Response:
18.5.3 Receipt. Offeror shall describe where the receiving server for the data is located
on the network. Offer shall describe its host and network security features with
respect to that server (i.e. firewalls, host and network based intrusion detection
systems, authentication/passwords, regular log monitoring, etc).
Response:
18.5.4 Process Flow. Offeror shall include a process diagram illustrating how the data
is moved from the handheld device back to the Offeror's network, and a network
diagram illustrating location of receiving server and any network devices
protecting, managing or monitoring that server.
Response:
18.5.5 Security. Offeror shall describe its handheld security features that aid in
preventing the data from being extracted if device is lost in the field (i.e.
authentication, screen locks, time outs, encryption, poison pill, remote data
wipe, etc).
Response:
18.5.6 Loss of Handheld. Offer shall provide metrics on frequency of lost devices in
the field and procedures to handle communication back to clients. Offeror shall
also include in its description the identification process of the data lost in the
device.
Response:
18.6 Call Center Security
18.6.1 Core Security Requirements. The data and Information Technology Security
requirements of Section 18.4 shall be applicable to the Offeror’s Call Center
environment(s). The Offeror is required to acknowledge its compliance with
these requirements.
Response:
18.6.2 Customer Identification. Offeror is requested to describe the customer
identification procedures used in Offeror’s Call Center to validate that the
customer is who they say they are (e.g. Authentication, non-repudiation, etc.) in
order to prevent social engineering attacks.
Response:
18.6.3 Access. Offeror is requested to describe the security of the system that will be
used to store and present Fort Collins’ customer data. Offeror is asked to
specifically address authentication, authorization, access control, session
management, data validation, exception handling, security log reports,
encryption and non-repudiation.
Response:
18.6.4 Security Overview. Offeror is requested to provide an overview of its Call
Center security, and how its Call Center systems accesses the Fort Collins
customer data as contained within the Offeror’s Work Order Management
system (WOMs) or other systems. Offeror shall describe how the server(s)
hosting Fort Collins’ customer information will be secured (i.e. anti-virus,
hacking, security patches, intrusion detection, etc.).
Response:
18.6.5 Audit. Offeror is asked to describe its’ security vulnerability management
procedures and how frequently the systems hosting Fort Collins’ customer
information will be scanned for security vulnerabilities.
Response:
18.6.6 Breach of Security. Offeror is asked to describe the procedure for handling a
security breach involving Fort Collins’ data and the process for notification of
Fort Collins about such breach.
Response:
18.6.7 Continuity of Service. Offeror is asked to describe its’ procedures to maintain
the level of customer service described in section 20.1.2 in the event of a
system shut down. Include whether you have used these procedures in the past
and describe the results.
Response:
19 Facilities, Tools and Equipment, Subcontractors and Logistics
19.1 Facilities
19.1.1 Offeror Facilities. Offeror is asked to provide a description of the facilities that
will be needed to complete the meter and module installation process.
Response:
19.1.2 Fort Collins Supplied Warehouse & Cross Dock. Fort Collins intends to
make available to the Offeror the use of a combined warehouse/cross dock
facility located on the campus of its Electric and Water Service Center, located
at 700 Wood Street/906 West Vine Drive, Fort Collins. This facility is located on
the same City campus as Fort Collins’ central materials warehouse where
meters and module are received, stored and tested; and where AMI vendor and
Fort Collins Project Team personnel are located. This Facility would be
provided at no cost to Offeror. Appendix J – Fort Collins Provided
Warehouse/Cross Dock Facility, provides additional details on the facility to be
provided. Offeror is required to acknowledge this offer.
Response:
19.1.2.1 IT/Communications. Offeror will be responsible to provide and procure
IT infrastructure and telecommunications circuits to the proposed Fort
Collins facility.
Response:
19.1.2.2 Meter Storage. Fort Collins will manage the bulk storage of meters and
modules within its facilities at the 700 Wood Street/906 West Vine Drive
campus, and will periodically stage and provide these (as agreed) for
Offeror’s daily use, so as to minimize the amount of space that the
Warehouse/Cross Dock facility requires.
Response:
19.1.2.3 Secure Parking. The proposed Fort Collins site contains secured (e.g.
fenced, locked) overnight parking for Offeror’s installation vehicles.
Response:
19.1.2.4 Other Improvements. Offeror is requested to provide any suggested
improvements, if any, that it may recommend.
Response:
19.1.3 Adequacy of Proposed Fort Collins Facilities. Offeror is specifically required
to comment on the adequacy of the proposed facilities to be made available by
Fort Collins, and the ability of these to meet the Offeror’s needs.
Response:
19.1.4 Willingness to Use Proposed Fort Collins Facilities. If interested, Offeror is
required to specifically state its intentions to use the proposed Fort Collins
facilities, in lieu of procuring its own facilities per section 19.1.5 “Alternate
Facilities”, below.
Response:
19.1.5 Alternate Facilities. The Offeror may propose the use of alternate
Warehouse/Cross Dock facilities that it would intend to procure on its own. If
this solution is chosen by the Offeror, Fort Collins would evaluate the Offeror’s
total bid price inclusive not only of these facilities costs to be charged, but also
inclusive of the additional costs of logistics associated with meter shipping and
handling, drive time by project personnel to/from the site, other additional
logistical costs associated with a remote site, etc Offeror is required to
acknowledge this requirement.
Response:
19.1.5.1 Facilities Only Cost. Offeror shall specifically break out the facility
requirements and costs in 19.1.5. The cost for these shall be provided in
Appendix E – AMI End Point Installation Services Pricing, Tab 4 Other
Implementation Costs.
Response:
19.1.6 Warehousing, Materials Management and Support. The Offeror shall provide
all necessary warehousing and materials management capabilities needed to
perform the meter installation work described in this RFP, within the prescribed
deployment period. Except for facilities and parking as is provided by Fort
Collins and agreed to by Offeror, Offeror is responsible to provide all office,
vehicle storage, computer services, or other facilities, services, vehicles and
equipment needed in connection with installation of the meters and modules.
Offeror's facilities shall be subject to the applicable security requirements of
section 18.
Response:
19.1.7 Facility Access/Security. Offeror shall provide a detailed description of all
physical Utility facility access required to deploy the AMI network. Physical
access descriptions shall include, but not be limited to, types of facilities,
duration of access, Utility personnel required, and Offeror and/or Offeror’s
subcontractors requiring access.
Response:
19.1.7.1 Other Security. Offeror shall provide a detailed description of all physical
and logical Utility facility access required to deploy the AMI network.
Logical facility access descriptions shall include, but are not be limited to,
types of operating system utilized, frequency of security updates, types
of anti-virus software utilized, system firewalls). Offeror's security shall
conform to the appropriate requirements of section 18.
Response:
19.2 Tools and Equipment
19.2.1 Installation Equipment. Offeror shall provide all equipment such as handhelds,
tools, meter socket jumper cables, personal protective equipment,
transportation, computers and work stations, uniforms, etc., as are necessary to
perform the services set forth in this RFP.
Response:
19.2.2 Support Services. Offeror shall provide all support services such as IT support,
material handling equipment, materials racking, security services, maintenance
and repair capabilities, etc. as are required to fulfill its obligations under this
RFP.
Response:
19.2.3 Specialty Field Equipment. The Offeror shall work with the AMI Technology
supplier(s), the electric meter manufacturers, and the water module
manufacturers to identify special purpose equipment needed for all installations.
The AMI Technology contractor shall be responsible to assist the Offeror in
locating necessary equipment, and shall provide appropriate training on
equipment use. The cost of such specialty equipment will be Fort Collins’
responsibility.
Response:
19.2.3.1 Route Manager and EA_Installer Handhelds: The EA_Installer
handheld is a Radix 950 with custom software supplied by Elster. Fort
Collins will provide these handhelds and the use of the Route Manager
software to the Offeror for Offeror’s use throughout the installation
contract.
Response:
19.2.3.2 Encoder-Register Programming Tools: Fort Collins will provide the
Offeror with the Schlumberger/Neptune programming handhelds for
Offeror’s use for re-programming of the Neptune Pro read encoder-
registers throughout the contract.
Response:
19.2.3.3 Crimping Tools and Splices. Fort Collins will supply wire splices, and
the associated crimping tools, as are required for installation and
termination of water modules.
Response:
19.3 Employee Identification, Uniforms, Badges and Vehicles
19.3.1 Identification. The Offeror shall provide all field, warehouse and meter tester
workers employed to provide the services listed in this RFP with an Offeror
issued ID. Fort Collins will provide all Offeror field, warehouse and meter tester
workers with Fort Collins issued ID.
Response:
19.3.2 Uniforms. The Offeror shall provide all field, warehouse and meter tester
workers employed to provide the services listed in this RFP with a uniform shirt,
hat, and badges approved by Fort Collins.
Response:
19.3.3 Logos. Fort Collins shall approve the design, and layout for, and display of hat,
uniform patches, and badges as well as vehicle magnetic signs. Approved
clothing shall clearly mark the Offeror’s name and/or “City of Fort Collins
Utilities.” Following design approval, the Offeror shall be responsible for
acquiring and deploying the approved branding.
Response:
19.3.4 Vehicle Signage. Offeror shall provide field, warehouse and meter tester
workers with vehicles displaying the appropriate Offeror labeling/logo and
“Contractor for City of Fort Collins Utilities”, as needed. All such signage shall
require prior approval by the City of Fort Collins.
Response:
19.3.5 Safety Equipment. Offeror employees and installers shall be required to wear
OSHA approved flame retardant clothing, OSHA approved industrial safety
glasses, ANSI Z87.1-1989 compliant face shield, hard hats, class 0 (zero)
gloves and protectors provided by the Offeror. Additionally, no jewelry shall be
worn when performing field work.
Response:
19.3.6 Flex Fuel Option. Offeror shall describe capability to use environmentally
friendly (“green”) vehicles such as those utilizing “flex” E85 fuel.
Response:
19.3.7 Vehicle GPS. Offeror shall describe capabilities to remotely monitor the
location of vehicles via GPS.
Response:
19.4 Scrapped Electric Meters
19.4.1 Basic Requirements. Upon satisfactory completion of the meter installation
process and confirmation of successful Batch Process “To Utility” data
exchange, removed electric meters shall be scrapped in accordance with
applicable environmental laws and Fort Collins’ requirements. Offeror shall
manage this process
19.4.2 Segregation. Offeror will be required to separate electric meter waste by glass
vs. plastic covers, and non-electronic vs. electronic waste. Except for ERTs (see
Exception handling, sect. 23.1.5) water will be classified as electronic waste.
Offeror is requested to acknowledge this requirement.
Response:
19.4.3 Scrapping Containers. Fort Collins will deliver scrapping bins & containers to
the Offeror’s facility to support the required scrapping process. Fort Collins will
likewise remove and replace these when full.
Response:
19.4.4 Scrap Vendor. Fort Collins will hold the contract with the scrapping vendor.
Response:
19.4.5 Exception Handling. As requested by Fort Collins, Fort Collins may direct
Offeror to bypass the scrapping process and require Offeror to segregate and
return selected meters to Fort Collins for its own re-use, or to its designees such
as a third party meter reseller. Fort Collins currently estimates that it expects to
sell approx. 24,000 electric meters to a third party meter reseller. Offeror shall
define its processes to accommodate such requests. Where possible, Fort
Collins should identify such meters in its “From Utility” file. Offeror shall add to
its work flows the conditions for segregation and return of these or other such
meters.
Response:
19.4.6 Retainage. Fort Collins and Offeror shall reach agreement on the total time that
Offeror shall retain custody of “removed” meters prior to scrapping. If Fort
Collins requires retention of meters for an extended timeframe that requires
additional facility storage space, or additional containers, Fort Collins shall
provide those or make appropriate facilities available to Offeror for its use.
Response:
19.4.7 Scrap Process Documentation. Offeror shall submit to Fort Collins for
approval detailed documentation of Offeror’s scrapping process
Response:
19.4.7.1 Should Offeror be required to utilize a 3rd party Scrap vendor, Offeror
shall submit to Fort Collins for approval detailed documentation of
Offeror’s proposed scrapping process.
Response:
19.4.7.2 Fort Collins Audit. Should Offeror be required to utilize a 3rd party Scrap
vendor, Fort Collins shall have the right to audit Offeror’s selected Scrap
vendor.
Response:
19.4.8 Permits & Licenses. Offeror shall be responsible for securing all necessary
permits, licenses and consents from the property owners and applicable
governmental agencies. Offeror shall indicate compliance with this requirement.
Response:
19.4.9 Environmental Compliance. Offeror shall be responsible for environmental
compliance related to the scrap process including proper disposal of all removed
batteries. Offeror shall indicate compliance with this requirement.
Response:
19.4.10 Batteries. Offeror is required to remove any batteries from electric meters and
dispose of in an approved container. Fort Collins will provide approved battery
storage containers for Offeror’s use at the Offeror’s facility, and will remove
these containers when full.
19.4.11 Record Keeping. Offeror shall provide a daily file of scrapped meters to Fort
Collins for asset management purposes. Offeror shall indicate compliance with
this requirement.
Response:
19.5 Subcontractors
19.5.1 Independent Contractor. Offeror shall perform all services as an independent
contractor and no principal-agent or employer-employee relationship or joint-
venture or partnership shall be created with Fort Collins. Offer is required to
acknowledge this requirement.
Response:
19.5.1.1 Offeror may utilize partners and subcontractors on this project. However
Offeror shall be contractually responsible for all deliverables within the
contract, and all requirements contained in the RFP that are applicable to
Offeror are equally applicable to any Offeror subcontractor or agent. Fort
Collins will not have relationships with Offeror’s partners. Offer is
required to acknowledge this requirement.
Response:
19.5.2 Licenses. Fort Collins requires that the Offeror and its subcontractors and
agents are properly licensed and qualified (including having all necessary
authorizations) to perform the class and type of the services as specified in this
RFP, in addition to being properly insured, equipped, organized, staffed and
financed to handle such services.
Response:
19.5.3 Professionalism. Offeror shall perform the services in an orderly and
professional manner in accordance with industry standards.
Response:
19.5.4 Skilled Workers. Offeror shall not employ for the services any personnel or
subcontractor unskilled in the work assigned.
Response:
19.5.5 Prudent Practices. Offeror shall use prudent and legal business practices in its
relationships with subcontractors, suppliers and agents.
Response:
19.6 Logistics
19.6.1 Work Hours and Days. All services described in this RFP shall be performed
during normal business hours (7AM – 6PM Mountain Time) Monday through
Friday. Offeror may be required to perform work during evening hours and
Saturdays for customer convenience. During various times of the year, work
hours may be adjusted for climate and weather conditions, as mutually agreed
to between Offeror and Fort Collins.
Response:
19.7 Offeror Support of Fort Collins Workforce
19.7.1 Logistics Support to Fort Collins Workforce. Fort Collins intends to
streamline the Work Order flow, and more efficiently manage the logistics of all
AMI meter and module installation activities, regardless of whether such
activities are to be performed by Offeror or Fort Collins personnel. While the
vast majority of the field installation activities are to be performed by the
Offeror’s work force, there are designated meters per Appendix D – Electric and
Water Job Skills Matrix, that Fort Collins personnel will install. For the Fort
Collins work, Offeror shall provide Cross Dock and Work Order Management
(WOMs) services and support to the Fort Collins field workforce for installation
of AMI meters as described herein.
Response:
19.7.1.1 Offeror shall provide Work Order planning, issuing and handling using its
WOMs solution in the standard configuration used by Offeror.
19.7.1.2 Offeror shall provide dispatching and file transfer activity for work orders
completed by Fort Collins in conjunction with Offeror work orders; Fort
Collins work orders will not be separated.
19.7.1.3 Offeror dispatching and support activity for Fort Collins shall occur during
normal operating hours as used by the Offeror workforce.
19.7.1.4 Offeror shall supply the handhelds and mobile application licenses for
each named user.
19.7.1.5 Offeror shall supply the monthly data plan to support transfer of
completed work orders.
19.7.1.6 Offeror shall supply the maintenance on mobile software and mobile
hardware. Negligent behavior is not covered by this maintenance plan.
19.7.1.7 Offeror’s services shall include verification and monitoring processes for
Fort Collins assigned work orders.
19.7.1.8 Offeror’s services shall include reporting as needed for Fort Collins to
manage Fort Collins workforce productivity.
19.7.1.9 Offeror shall provide Quality Assurance/Quality Control of the WOMs
process to assure proper completion of Fort Collins work orders prior to
final file transfer to Fort Collins.
19.7.1.10 Unless otherwise provided by Fort Collins, Offeror shall provide the
facilities required to support this effort.
19.7.1.11 Offeror shall provide materials handling and Cross Dock services to
support this effort.
19.7.1.12 Offeror shall provide the materials scrapping and management to
support this effort.
19.7.1.13 Offeror shall provide Call Center support for this effort.
Offeror shall indicate its compliance with the preceding requirements.
Response:
19.7.2 In support of the requirements in section 19.7.1, Fort Collins shall provide the
following services.
19.7.2.1 Fort Collins shall provide its own production management of its Fort
Collins workforce.
19.7.2.2 Fort Collins shall provide the workforce rules that dictate which of its
employees can work on specific work order types. Fort Collins shall work
with Offeror to clearly identify these workforce configurations, and Offeror
shall add these workforce rules in its WOMS system as required.
19.7.2.3 Fort Collins shall be responsible to perform Quality Audits of the field
work completed by its workforce.
Offeror shall indicate its compliance with the preceding requirements.
Response:
20 Call Center
20.1 Structure and Operations
20.1.1 Call Center (CC) Overview. Offeror shall provide a CC offering customers a
point of contact for matters concerning meter/module installation inquiries,
scheduling or problems. Offeror is requested to provide an overview of its Call
Center operations that it intends to provide to support the Fort Collins
installation.
Response:
20.1.2 Performance. Offeror’s CC shall provide the same level of customer service
provided by Fort Collin’s CC and expected by Fort Collin’s customer. Fort
Collin’s CC has a mandated service level goal of answering ninety (90%)
percent of calls within sixty (60) seconds with less than 3 percent (3%) of
abandoned calls. This required service level goal shall also be achieved by the
Offeror’s CC on a monthly basis. Offeror shall indicate compliance with this
requirement.
Response:
20.1.2.1 Does the Offeror’s call center defer to an initial use of a VRU for call pre-
screening, or does the Offeror attempt to perform a live interaction for
each call it receives?
Response:
20.1.3 References. Offeror shall indicate at which utilities it established an End Point
CC for another water and/or electric utility meter or module installation.
Response:
20.1.4 Hours of Operations. Fort Collin’s CC is available 7AM-6PM Mountain
Monday-Friday. Some percentage of calls is received after normal CC operating
hours. Customers may need to reschedule meter/module installation
appointments or report a problem after a meter/module installation after normal
business hours. Describe Offeror’s ability to address calls after normal operating
hours.
Response:
20.1.5 CC Location. It is vital to provide Fort Collins customers with representatives
that are knowledgeable and whose speech patterns are easily understood. Fort
Collins expects that the CC employee(s) will attain some basic information and
knowledge of the Fort Collins community. Offeror shall indicate compliance with
this requirement.
Response:
20.1.5.1 Offeror shall indicate in what city and state the Offeror CC shall be
maintained.
Response:
20.1.6 Policies and Procedures. Offeror shall provide a CC policies, procedures, and
training manual (including customer service “ambassador training”).
Response:
20.2 Call Volume & Staffing.
20.2.1 Scope. Fort Collins plans full automation of approximately 65,000 electric
meters and 35,000 water meters over a period of approximately sixteen (16)
months. Address each of the following questions/requests considering the
Deployment Period. Appendix G – AMI Electric & Water Deployment – Initial
Plan provides more specific information regarding the volume of monthly meter
installation.
Response:
20.2.1.1 Based on Offeror experience, what percentage of customers will call
regarding a meter or module installation?
Response:
20.2.1.2 How many representatives does Offeror propose to employ to cover the
inbound calls from customers and the outbound calls to customers for
appointments and other reasons?
Response:
20.2.1.3 Provide a description of each CC position and applicable duties.
Response:
20.2.1.4 How will Offeror ensure that appropriate supervision is on-site at all times
during hours of operation?
Response:
20.2.1.5 Provide the supervisor to Customer Service Representative ratio.
Response:
20.2.2 Escalation. Describe the call escalation process when an Offeror Customer
Service Representative requires the assistance of a supervisor.
Response:
20.2.3 Separation. Fort Collins reserves the right to separate CC employees that it
identifies as poor performers. Provide the process to separate a poor-
performing employee.
Response:
20.2.3.1 Provide the process and duration to replace a separated employee.
Response:
20.2.4 Updates. Provide the process and timeliness to train employees with new
updated information.
Response:
20.2.5 Experience. If Offeror plans to utilize an existing CC, describe the type and
average length of service of Offeror’s representatives’ experience and the
attrition rate (include calculation used).
Response:
20.3 Customer Communications
20.3.1 Languages. There are two (2) predominant languages spoken in Fort Collins’
service territory: English and Spanish.
Response:
20.3.1.1.1 How do you propose to communicate in both languages?
Response:
20.3.1.1.2 How do you propose to communicate with customers who speak
languages other than English or Spanish?
Response:
20.3.2 Hearing & Speech Impaired. How do you propose to communicate with the
hearing or speech impaired?
Response:
20.3.3 Inquiries. Offeror shall provide a description of the various types of customer
inquiries typically made to its End Point CC.
Response:
20.3.4 Scripts. Offeror shall provide sample scripts it has used in prior End Point CC
projects.
Response:
20.3.5 Message Retrieval. Offeror shall indicate availability of message retrieval and,
if applicable, describe latency of message retrieval and response.
Response:
20.3.6 Email/Internet. Describe Offeror’s use of alternative customer communications
options such as e-mail and the internet.
Response:
20.3.7 Data Latency. In order to provide customers timely updated information,
representatives will need access to real-time field data regarding the meter
exchange or module installation.
Response:
20.3.7.1 How does Offeror propose to provide its CC representatives with real-
time field data?
Response:
20.3.7.2 How does Offeror propose to provide Fort Collins representatives with
real-time field data?
Response:
20.3.8 Customer Calls
20.3.8.1 Call Transfers. There will be circumstances when the Offeror’s
representative will need to transfer a customer call to Fort Collins
representative. For these situations, please respond to the following:
Response:
20.3.8.1.1 From past experiences, describe specific situations (e.g.
complaints, claims, etc.) that required utility involvement
and the position of the utility representative contacted.
Response:
20.3.8.1.2 What percent of the calls required utility company
involvement?
Response:
20.3.8.1.3 Describe the Call Center’s capability to re-route calls to
Fort Collins. Address both “warm” call transfers where
an Offeror representative remains on the line with the
customer until hand-off to Fort Collins is complete and
“cold” call transfers where customer is transferred to Fort
Collins without a hand-off.
Response:
20.3.8.1.4 Describe Offeror’s use of Voice Response Unit (VRU)
technology to re-route non installation related calls to
Fort Collins.
Response:
20.3.9 Call Referrals.
20.3.9.1 Describe the process for Fort Collins representative to transfer a
customer call to an Offeror representative. Address both “warm” call
transfers where Fort Collins representative remains on the line with the
customer until hand-off to Offeror is complete and “cold” call transfers
where customer is transferred to Offeror without a hand-off.
Response:
20.3.9.2 Describe Offeror’s ability to accept installation related calls re-routed by
Fort Collins’ VRU technology (GTRI/Cisco).
Response:
20.3.10 Customer Contact Information. On a daily basis, Offeror shall provide Fort
Collins with a record of all communications between Offeror and Fort Collins’
customers. A copy of all remarks, contacts, or logs of communications from
Offeror customer management system is sufficient. Fort Collins will import
these records into its customer information system to keep Fort Collins CSRs
informed of the history of communications with Fort Collins’ customers. Offeror
shall indicate compliance with this requirement.
Response:
20.3.11 City Manager and City Council Complaints. Customers desiring to complain
to the City Manager or City Council must be directed to the correct contacts for
such complaints. Fort Collins will provide the necessary contact information to
be provided to the customer. However, Offeror’s CSR shall attempt to route
such customer calls through the Fort Collins Call Center. City Manager and City
Council complaint calls must be logged separately and the log forwarded to Fort
Collins with high priority. Offeror shall indicate compliance with this
requirement.
Response:
20.3.12 Emergencies. Offeror shall refer Fort Collins’ customers to the appropriate
emergency authorities in the event of an emergency situation (e.g. customer
calls to report an unsafe electric condition or water leak). Fort Collins will
provide Offeror with appropriate contact information for emergencies to be
addressed. Offeror’s voice mail/VRU/IVR system will include a message
regarding emergencies and the appropriate contact information. Offeror shall
indicate compliance with this requirement.
Response:
20.3.13 Customer Service. Describe Offeror’s procedure to maintain a sufficient level of
customer service in the event call volume exceeds expectations.
Response:
20.3.14 Call Monitoring. Describe the system capability for Fort Collins to monitor the
Offeror’s phone conversations with Fort Collins’ customers.
Response:
20.3.15 Quality Monitoring. Describe Offeror's process to ensure the quality of all
interactions with customers.
Response:
20.3.16 Quality Assurance. There may be situations where a customer will call Fort
Collins regarding an exchange between the customer and the Offeror’s
representative. These situations will require the ability for Fort Collins to review
the actual conversation. Offeror shall need to provide the following system
requirements. Offeror shall indicate compliance with this requirement. All calls
shall:
20.3.16.1 Be recorded.
20.3.16.2 Be cataloged by date, time, complaint or phone number.
20.3.16.3 Be maintained a minimum of one hundred eighty (180) days with the
option to hold specific calls for a longer period as necessary.
20.3.16.4 Have the ability to be queried by date or phone number.
Offeror is requested to indicate its compliance with the preceding requirements.
Response:
20.4 Customer Satisfaction
20.4.1 Customer Satisfaction Surveys. Fort Collins may conduct periodic customer
satisfaction surveys regarding the communications between the customer and
the Offeror’s CC. Offeror shall implement a customer feedback system that
captures customer compliments, complaints and suggestions and that
implements a process to address each. Offeror shall be required to collect and
report the following statistical call data on an ad-hoc, interval (Fort Collins
collects data on a sixty (60) minute interval basis), daily, month-to-date, month-
end, YTD, and cumulative basis including the following. (Offeror shall indicate
compliance with this requirement):
20.4.1.1 Total calls.
20.4.1.2 Average Speed of Answer (ASA).
20.4.1.3 Wait time.
20.4.1.4 Total and average call handle time.
20.4.1.5 Total and average talk time.
20.4.1.6 Total and average after call work time.
20.4.1.7 Total and average hold time.
20.4.1.8 Total and average unavailable time (paid non-break time).
20.4.1.9 Calls per representative.
20.4.1.10 Calls per sixty (60) minute interval.
20.4.1.11 Calls per day.
20.4.1.12 Calls per month.
20.4.1.13 Abandoned/lost calls.
20.4.1.14 Total number and percent of calls blocked or busy calls.
20.4.1.15 Telephone Service Level (TSF) daily, weekly, monthly, quarterly.
20.4.1.16 Calls transferred to Fort Collins.
20.4.1.17 Short calls (<10 seconds).
Offeror is requested to indicate its compliance with the preceding requirements.
Response:
20.4.2 Satisfaction Measurements. Per bi-annual research, Fort Collins Utilities
consistently receives world class customer satisfaction ratings with over 90% of
customers ranking customer service at the highest levels. Describe how Offeror
presently measures customer satisfaction of existing or past CCs, what metrics
are used, and provide results from actual CC operations.
Response:
20.4.3 Public Utility Commission or Equivalent Municipal “At Fault” Complaints.
How many public utility commission or equivalent municipal complaints against
Offeror have been deemed “at fault” of the Offeror?
Response:
20.5 CC Audit
20.5.1 Offeror CC Audit. Fort Collins shall have the right to periodically (typically
monthly or quarterly) audit Offeror’s CC operations either remotely or on-site of
the CC facility. Offeror shall indicate compliance with this requirement.
Response:
21 Customer Contact and Access
21.1 Customer Contact. Fort Collins’ objective is to make the customer impact as minimal
as possible and is therefore interested in using the Offeror’s experience to best achieve
this objective. Describe Offeror’s experiences and process for achieving this objective.
Response:
21.2 Gaining Access. Describe in detail Offeror’s process for performing multiple attempts
to gain access to customers’ premises. Hard-to-access can include but is not limited to
high security areas including military bases, locked gates, loose animals, building
modifications, customers’ constraints, inside installations, and encroaching landscape.
Response:
21.3 Maximum Attempts. Offeror shall detail its meter access process, indicating the
maximum amount of times Offeror shall attempt to access meters prior to returning
them to Fort Collins as “Unable to Complete (UTC)”. Fort Collins expects a minimum of
three (3) fully documented attempts to gain access. At least one (1) attempt shall be via
letter. At least two (2) attempts shall be physical visits to the premise. Full
documentation of attempts to access meters shall include date, time and method of
attempt.
Response:
21.3.1 Unable to Complete (UTC). If after the final letter is sent, and Offeror is still
unable to complete the meter exchange, then Offeror shall return the work order
to Fort Collins as “unable to complete (UTC)” and shall be entitled to the
standard installation fee (e.g. unit cost per meter) for that meter.
Response:
21.4 Advanced Notification. Offeror shall describe its advance access notification
procedures, the customer specific information it requires, and the process for
scheduling appointments to accomplish the required meter exchanges and module
installations, including any devices and/or information required for access to customers’
premises.
Response:
21.5 Appointment Setting. Describe the process that the Offeror shall use to schedule
appointments and how it plans to communicate the appointment dates to Fort Collins so
that Fort Collins’ Customer Service Representatives (CSRs) are aware of these
appointments. Offeror is also requested to provide information in a graphical format for
viewing by Fort Collins personnel.
Response:
21.5.1 Appointment Service Level. Offeror shall ensure that customer appointments
occur as scheduled. Offeror shall assume responsibility for financial penalties or
claims associated with Offeror’s inability to achieve mandated service levels.
Describe how this appointment service level is measured and reported.
Response:
21.5.2 Life Support Customers. Offeror shall be required to schedule meter or
module installation appointments for all premises that Fort Collins identifies as
life support customers. Offeror shall indicate compliance with this requirement.
Response:
21.5.3 Self-scheduling. Offeror shall describe its use of VRU, web-site or other
systems to allow customers to schedule their own appointments.
Response:
21.6 Door Hangers. Offeror shall leave a door hanger provided by Fort Collins upon
completion of meter or module installation. Offeror shall indicate compliance with this
requirement.
Response:
21.7 Other Post Installation Communication. Offeror is asked to describe alternatives to
door hangers to notify the customer of the completion of its installation process.
Response:
21.8 Failure to Access. Describe in detail Offeror’s criteria and procedures for turning back
to Fort Collins the expected small percentage of installations where access could not be
accomplished.
Response:
21.8.1 Offeror shall indicate, based on past implementations, what percentage of meter
or module installation attempts will result in a failure to access?
Response:
21.9 Indoor meters. A percentage of Fort Collins meters are located indoors or behind
locked gates. Fort Collins estimates the following percentage of such meters by
jurisdiction (Offeror shall indicate awareness of this information):
21.9.1 Indoor Electric. Utility estimates that approx. 10% of its electric meters are
indoors. Of these, Offeror is responsible for replacement of Form 1S, 2S and
12S meters as specified in Appendix E – AMI End Point Installation Services
Pricing, Tab 1 Electric Meter Installation.
Response:
21.9.2 Indoor Water. Utility estimates that approx. 20% (6,500) of its water meters are
indoors and will require an indoor AMI communications module mounted
adjacent to that meter. Of these, Vendor is responsible for installation of
specific indoor water modules as specified in Appendix E – AMI End Point
Installation Services Pricing, Tab 2 Water Module Installation.
Response:
22 Field Installation
22.1 System Information, Roles & Responsibilities
22.1.1 Water Only Service Area. Offeror is advised that the Utility currently also
provides water service to a rural sector in the Laporte area, comprised of ~1,500
water meters spread over an area of approximately 12 square miles. The Utility
does not serve electricity in this area. The Utility’s service area is as shown in
Appendix H – Service Territory Map.
Response:
22.1.2 Responsibilities of AMI Technology Offeror Versus End Point Installation
Vendor. Per this RFP, the End Point Installation Vendor is being selected to
perform all meter and associated end point installations, including the use of the
Elster handheld devices to install and commission water communication
modules. The AMI Technology Vendor shall be required to work closely with the
selected End Point Installation vendor to train the installer on any such
requirements.
Response:
22.1.3 Communication Verification. The End Point Installation Vendor is responsible
for installation and commissioning of all end point devices in accordance with
the approved processes that are unique to the AMI Vendor’s technology. In the
event that proper installation by the End Point Installation Vendor does not result
in a communicating device, the AMI Technology Vendor is responsible for
ensuring proper end point device communication to the network.
Response:
22.1.3.1 The AMI Technology Vendor is responsible for installation of all
equipment necessary to establish and maintain communications with the
network including but not limited to external antennas, signal boosters,
filters, etc.
Response:
22.1.4 Maintenance and Troubleshooting of End point & HAN Devices. The End
Point Installation Vendor is responsible for installation and commissioning of all
end point devices in accordance with the approved processes that are unique to
the AMI Vendor’s technology. The AMI Technology Vendor is responsible for
conducting maintenance and troubleshooting of all end point devices, provided
such devices have been verified as installed in accordance with the approved
processes.
Response:
22.1.5 Provision of Supplemental Services. The Offeror may be asked to act on the
AMI Technology Vendor’s behalf to provide end point maintenance and
troubleshooting services. Provision of such services shall be at the Offeror’s
discretion and subject to mutually agreeable terms and conditions as shall be
negotiated between the parties. Offeror is required to indicate its interest in
providing such services.
Response:
22.2 General Requirements
22.2.1 Process Development. Upon award, Offeror shall develop Offeror’s work flows
and processes to implement and report on all Field installation activities in this
RFP.
Response:
22.2.2 Life Support Customers. For each life support customer, Fort Collins
annotates these in its CIS system, and attempts to affix a life support customer
indicator (tags or stickers) to the meters. Offeror shall not install an electric
meter at a premise with such a life support annotation or indicator without a
previously scheduled appointment. Offeror shall indicate compliance with this
requirement.
Response:
22.2.3 Revenue Protection/Tampering Investigations (Electric and Water). Offeror
shall be required to review existing metering end points and fittings for obvious
signs of tampering including, but not limited to: jumpers, bypasses, tampered
meters, un-metered load on the line side of the meter, damage caused by
apparent attempts to open the meter, etc. Offeror shall indicate compliance
with this requirement.
Response:
22.2.3.1 Reporting. Offeror shall provide means of reporting revenue
protection/tampering situations to Fort Collins immediately or by the end
of the business day following revenue protection tampering discovery
depending on criteria to be developed jointly by the Offeror and Fort
Collins. Offeror shall not complete a meter exchange or module
installation if tampering is detected.
Response:
22.2.3.2 Pictures. Offeror shall document revenue protection/tampering found
and photograph associated situations. Offeror shall provide a process for
capturing, storing, and making available photographs.
Response:
22.2.4 Premises Requiring Repair. Offeror shall report any premise requiring repair to
Fort Collins by the end of the business day following discovery of premise
requiring repair. Fort Collins shall be responsible for ensuring the completion of
necessary Premise repairs. Offeror shall complete end point installation
following prescribed emergency and “Make Safe” procedures unless prohibited
due to an unsafe situation. Offeror is asked to describe its ability and process to
complete “make safe” repairs.
Response:
22.2.5 Damaged Electric Meters. Offeror shall document, photograph, and report all
electric meters found to be damaged to Fort Collins by the end of the business
day following discovery of damaged meters. Offeror shall complete an electric
meter following prescribed emergency and “Make Safe” procedures unless
prohibited due to an unsafe situation. Offeror and Fort Collins will develop
guidelines around the identification of unsafe situations.
Response:
22.2.6 Damaged Water Meters or Encoder-Registers. Offeror shall document,
photograph, and report all water meters or encoder-registers found to be
damaged to Fort Collins by the end of the business day following discovery of
damaged meters. Offeror and Fort Collins will develop guidelines around the
identification of unsafe situations. Offeror shall not complete a water module
installation on a damaged water meter or encoder-register.
Response:
22.2.7 Unsafe situations. Offeror shall review existing metering facilities for unsafe
situations that may potentially cause harm to individuals or may result in
property damage. Fort Collins will provide training on how to identify these
conditions. The Offeror shall immediately report unsafe situations to Fort Collins.
The Offeror shall document the unsafe situation via work order comments and
photographs. If an unsafe situation is discovered, the meter will not be
exchanged or the module will not be installed until corrective action has been
taken. Offeror shall make every effort to ensure that the public is protected from
the unsafe situation, and shall remain on-site until Fort Collins personnel arrive.
Offeror shall indicate compliance with this requirement.
Response:
22.2.8 Incomplete Installation. In the event that Offeror begins, but cannot complete
installation of a meter installation on a specific premise and would otherwise
leave the customer without electricity or water, Offeror shall immediately notify
Fort Collins, so that Fort Collins can make appropriate arrangements to manage
or correct this situation the same day. Offeror and Fort Collins shall jointly
develop a notification process that meets these requirements.
Response:
22.2.9 Emergencies. In the event that the Offeror’s field installer encounters an
emergency situation not covered elsewhere herein, the field installer shall take
immediate action to secure their own safety and the safety of others in the
vicinity. Once personal safety and the safety of others is achieved, the installer
shall assess the situation and call 911 if there is an immediate threat or injury.
The installer shall then immediately contact their supervisor to seek specific
assistance to resolve that situation. Fort Collins will provide Offeror with
appropriate contact information for emergencies to be addressed. Offeror shall
indicate compliance with this requirement.
Response:
22.2.10 Incorrectly Installed Legacy Meters. Offeror shall document, photograph,
and report all meters found to be incorrectly installed by the end of the
business day following discovery of incorrectly installed meter. Offeror shall
complete end point installation following prescribed emergency and “Make
Safe” procedures unless prohibited due to an unsafe situation.
Response:
22.2.11 Master Meters. Fort Collins utilizes master metering whereby Fort Collins
meters the total electric kWh and/or water gallons delivered to a premise, and
the premise owner sub-meters electric or water service. Offeror shall be
responsible for replacement of master electric meters and installation of
modules on water master meters only.
Response:
22.2.12 Found Meters. Offeror shall document, photograph, and report all meters found
in the field where an exchange or installation service order does not exist by the
end of the business day following discovery of the found meter. Offeror shall not
exchange found meters without the approval of Fort Collins.
Response:
22.2.13 Obstructed Meters. Offeror shall document, photograph, and report all meters
found in the field where an exchange is not possible due to obstructed
conditions. Offeror shall report these and provide photographic evidence of its
inability to complete the exchange to Fort Collins by the end of the next
business day.
Response:
22.2.14 Encoder/Register Programming. Some Fort Collins water meters exist with
Neptune Pro read encoder-registers that are programmed to accommodate a
touch pad. At the time of water communications module installation, the Offeror
is required to verify that these encoder-registers are already set to ‘auto
detect/radio mode’, so as to enable these encoder-registers to properly work
with the new communications module. If not set to this mode, Offeror shall re-
program to this mode.
Response:
22.2.15 Water Pit Lid Holes. An estimated 99% of Fort Collins water meter pit lids are
pre-drilled to accommodate an existing Touch Pad or radio. During pit water
module installation, the Offeror will remove the existing Touch Pad or radio, and
replace it with the new water communications module. Should the Offeror
encounter a broken lid, or a lid that is not pre-drilled, the installer will replace
that lid with a pre-drilled lid. Fort Collins will supply the Offeror with a limited
number of pre-drilled lids for this purpose.
Response:
22.2.15 Water Leaks. The Offeror shall train its employees to identify water leaks as
part of the water module installation process.
Response:
22.2.15.1 Minor Water Leaks: In the event that a minor water leak is encountered
that does not affect the safety of the installer or others in the vicinity, and
does not pose a threat of damage to the area or property surrounding the
meter, the field installer shall complete the module installation, take a
picture, and make note of the leak in its work order management system.
Upon completion of that day’s work, the Offeror shall flag and send these
specific work orders in a separate file to Fort Collins for follow up action.
Response:
22.2.15.2 Major Water Leaks. In the event that a major water leak is encountered
that does affect the safety of the installer or others in the vicinity, or does
pose a threat of damage to the area or property surrounding the meter,
the field installer shall take immediate action to secure their own safety
and the safety of others in the vicinity, shall take reasonable measures to
stop the leak, and then shall immediately contact their Field Supervisor
or the Fort Collins water response team to request assistance.
Response:
22.2.16 Meter/Module Seals. Offeror shall be responsible for affixing Fort Collins meter
seal to each meter socket, and other un-metered cabinets, test switches, or
raceways upon completion of electric meter installation. Meter/Module seals
unique to the Offeror shall be provided by Fort Collins.
Response:
22.2.16.1 Locking Rings. Offeror shall be responsible for re-installation of locking
rings where locking rings were used to secure the legacy electric meter.
Fort Collins will provide keys to the Offeror for the removal of existing
locks. Offeror may be required to replace old locks with new preloaded
locks.
Response:
22.2.16.2 Controls. Offeror is expected to maintain the highest level of control
over any keys, locks or seals provided by Fort Collins for use in securing
its property. Offeror must replace or reimburse Fort Collins for any lost
keys and notify Fort Collins immediately when such loss occurs. Broken
keys are to be returned to Fort Collins for repair or replacement.
Response:
22.3 Meter and Module Installation
22.3.1 Upon award, Offeror shall provide, and Fort Collins shall approve, Offeror’s
processes and procedures for all activities defined in Section 22.3. Offeror shall
include these in its installation Work Process Flows.
Response:
22.3.2 Electric Multi-Meter Panel or Water Multi-Meter Assembly Installations.
When installing electric meters or water modules in multi-meter service panels
or assemblies, accuracy of the meter to customer relationship is necessary to
avoid “switched meter” situations that result in billing disputes. Offeror shall
describe process for ensuring that the existing meter to customer relationships
on all multi-meter or multi-module installations are maintained.
Response:
22.3.3 Voltage Verification. Describe, in detail, Offeror’s process for safely verifying
the secondary voltage at each electric meter point for each meter type.
Response:
22.3.4 Photographs. Before beginning the electric meter exchange or the water
module installation, Offeror shall digitally photograph all readings and register
values on the legacy meter. For water meters, pictures shall not be required for
the encoder-register if access is not available to that device. Picture will clearly
show meter number, electric/water meter set, and all meter/index readings and
registers (meters with multiple registers require separate pictures for each
register). The photographs will be captured in an industry accepted digital
photograph format. Offeror shall capture, store, and provide each photo upon
request.
Response:
22.3.4.1 Post Installation. Fort Collins requests that Offeror provide additional
pricing (if any) to take a photo of the completed meter/premise set. Fort
Collins reserves the right to select this option.
Response:
22.3.4.2 Formats. Offeror shall indicate what picture formats can be provided to
Fort Collins.
Response:
22.3.4.3 Single Phase and Network Self-Contained Meter Change. Offeror shall
describe in detail its’ process for safely replacing residential and commercial single-
phase and 12S-network self-contained meters, and also describe its’ associated
quality assurance and quality guarantees/warranty to Fort Collins. Process should
include but not be limited to tamper/diversion inspection/detection, incorrect legacy
meter installation, switched-meters inspection, voltage testing and meter size
verification. Offeror shall acknowledge the minimum job skills and qualifications
that are required for this work as specified in Appendix D – Electric and Water Job
Skills Matrix and Appendix F – Job Descriptions.
Response:
22.3.5 Single Phase Transformer-Rated Meter Change. Offeror shall describe in
detail its’ process for safely replacing residential and commercial single phase
transformer-rated meters, and also describe its’ associated quality assurance
and quality guarantees/warranty to Fort Collins. Process should include but not
be limited to tamper/diversion inspection/detection, incorrect legacy meter
installation, switched-meters inspection, voltage testing and meter size
verification. Offeror shall acknowledge the minimum job skills and qualifications
that are required for this work as specified in Appendix D – Electric and Water
Job Skills Matrix and Appendix F – Job Descriptions.
Response:
22.3.6 Three Phase Self-Contained Meter Change. Offeror shall describe in detail its’
process for safely replacing residential and commercial three-phase meters, and
also describe its’ associated quality assurance and quality guarantees/warranty
to Fort Collins. Process should include but not be limited to tamper/diversion
inspection/detection, incorrect legacy meter installation, switched-meters
inspection, voltage testing and meter size verification. Offeror shall
acknowledge the minimum job skills and qualifications that are required for this
work as specified in Appendix D – Electric and Water Job Skills Matrix and
Appendix F – Job Descriptions.
Response:
22.3.7 Three-Phase Transformer Rated Meter Change. Offeror shall describe in
detail its’ process for safely replacing commercial and industrial three-phase
instrument rated meters inclusive of CT/PT validation, meter programming
checks, and also describe its’ associated quality assurance and quality
guarantees/warranty to Fort Collins. Process should include but not be limited to
tamper/diversion inspection/detection, incorrect legacy meter installation,
switched-meters inspection, voltage testing and meter size verification. Offeror
shall acknowledge the minimum job skills and qualifications that are required for
this work as specified in Appendix D – Electric and Water Job Skills Matrix and
Appendix F – Job Descriptions.
Response:
22.3.8 Electric Meter Replacement Under Load. Fort Collins has an objective to use
the Offeror’s most efficient and safe meter change-out process. Offeror is asked
to describe in detail how Offeror will change out a meter where a bypass or
disconnect is available.
Response:
22.3.8.1 Offeror is requested to describe in detail how it will change out a meter
where a bypass or disconnect is not available. If it is possible for the
change-out to occur without loss of electricity at the customer premise,
describe the procedure that facilitates this.
22.3.9 Water Installation Requirements. Requirements are as follows. Please refer
to Appendix E – AMI End Point Installation Services, Tab 2 – Water
Communications Modules, for additional details.
22.3.9.1 Outdoor Pit Sets, non-ERT & all Encoder/Registers, All meter sizes:
EPI Vendor verify Pro-read's in 'auto/radio mode'; + install AMI Comms
Module.
22.3.9.2 Outdoor Pit Sets, existing ERT & all encoder/registers, All meter
sizes: EPI Vendor verify Pro-read's in 'auto/radio mode'; + install AMI
Comms Module.
22.3.9.3 Outdoor Wall Remotes, 3 wire & all encoder/registers, All meter
sizes: EPI Vendor verify Pro-read's in 'auto/radio mode'; + install AMI
Comms Module.
22.3.9.4 Outdoor Wall Remotes, 2 wire & all encoder/registers, All meter
sizes: EPI Vendor inspect & identify 2 wire config; install remote/wall
mount AMI comms module inside premise; remove touchpad & install
cover plate.
22.3.9.5 Indoor Meter Set, existing ERT & all encoder/registers, All meter
sizes: Install remote/wall mount AMI comms module inside premise.
22.3.9.6 Indoor Meter Set, existing Generator Remotes - 3 wire & 2 wire & all
encoder/registers, All meter sizes: replace meter & encoder/register; +
install AMI Comms Modules inside premise.
Offeror is required to acknowledge the preceding requirements.
Response:
22.3.10 Water Module Installation- Pit Set. Offer is asked to describe in detail its’
process for safely installing AMI technology water modules on existing pit set
water meters, and also describe its’ associated quality assurance and quality
guarantees/warranty to Fort Collins. Process should include but not be limited
to tamper/diversion inspection/detection, incorrect legacy meter installation,
meter and index photograph, and switched-meters inspection. Offeror shall
acknowledge the minimum job skills and qualifications that are required for this
work as specified in Appendix D – Electric and Water Job Skills Matrix and
Appendix F – Job Descriptions.
Response:
22.3.11 Water Module Installation- Wall/Remote Unit. Offer is asked to describe in
detail its’ process for safely installing AMI technology water modules on meters
where existing wall/remote touch pads or remote generators are to be replaced
with wall/remote mount communications modules, and also describe its’
associated quality assurance and quality guarantees/warranty to Fort Collins.
Process should include but not be limited to tamper/diversion
inspection/detection, incorrect legacy meter installation, meter and index
photograph, and switched-meters inspection. Offeror shall acknowledge the
minimum job skills and qualifications that are required for this work as specified
in Appendix D – Electric and Water Job Skills Matrix and Appendix F – Job
Descriptions.
Response:
22.3.12 Pit Standards. Offeror is required to review and acknowledge compliance with
Appendix K1 - Water Meter Wiring Procedures - Outside Installations - Meter
Box_Meter Pit_ Meter Vault Applications, for information and standards for
outside pit installations that Offeror’s installers will encounter in the field.
Response:
22.3.13 Wall/Remote Standards. Offeror is required to review and acknowledge
compliance with Appendix K2 - Water Meter Wiring Procedures For Inside
Installation - Communication Modules, for information and standards for
wall/remote installations that Offeror’s installers will encounter in the field.
Response:
22.3.14 Meter/Module to Network Communication Verification. The Offeror shall
complete a post installation meter/module communications verification check
prior to leaving the site to ensure that the AMI meter and other installed system
devices, if any, are communicating with the AMI system properly. This check
shall be developed in close cooperation with the AMI Technology Vendor and
approved by Fort Collins.
Water: The ability of the EA_Inspector handheld to connect to, and allow proper
programming and commissioning of, the water module itself is deemed
adequate to assure that the water communications module is working properly.
Electric: The electric meter, if it is installed in an area with sufficient network
coverage, will display in its LCD messaging the fact that it has received a “time
Synch” message from the network. If so visible, this time synch indicates
adequate communications. If the mesh is incomplete, however, this time synch
may not be available at time of install in which case this requirement will be
waived. This check can be accomplished within the normal ‘cleanup time’ as
the installer is wrapping up the installation, and therefore should not require
additional time on site by the installer
Offeror is asked to acknowledge these requirements.
Response:
22.3.15 Field Investigations – Post Installation. After installation, some small
percentage of the installed AMI meters & water modules may require an
investigation and resolution for multiple reasons including incorrect installation,
failed hardware, software mismatches on the systems, poor communications,
etc. Fort Collins will notify Offeror within a period of 20 working days from initial
AMI electric meter or water communications module installation of all work
orders that require investigation, Offeror will be required to revisit non-
performing meters/modules in the deployment area, identify the cause of the
problem and when applicable resolve the issue, all within 5 working days of
notification by Fort Collins. Offeror shall acknowledge this requirement.
Response:
22.3.15.1 Field Investigations due to Offeror’s workmanship shall be Offeror’s sole
responsibility to resolve and not subject to additional cost recovery.
Response:
22.3.15.2 Field Investigations by Offeror that are caused by issues not associated
with Offeror’s workmanship (e.g. poor Elster AMI communications, failed
Elster hardware or software mismatches on the systems, etc.) shall be
invoiced to Fort Collins, in accordance with Exhibit E – AMI End Point
Installation Services Pricing, Tab 4 – Other Implementation Costs, Item 2
– “Post Installation Field Visits”.
Response:
22.3.16 Products. The AMI Technology Vendor may be asked to provide new meter or
module products to address Fort Collins’ meter functionality and population
requirements defined in Appendix E – AMI End Point Installation Services
Pricing. Offeror shall work with the AMI Technology contractor(s) to identify
specific training and testing gaps, and shall be required to complete required
training for meter and module installation and testing of meters and other end
point devices to be installed as part of the AMI Technology Vendor’s solution.
Response:
23 Exceptions Handling
23.1.1 Water Meter and Encoder-Register Installation. Offeror will not install any
new water meters or encoder-registers. Fort Collins will be responsible for
these installations.
Response:
23.1.2 Existing Water 'Generator Remotes': Offeror will not replace any ‘Generator
remotes’ or install water communications modules on these meters. Fort Collins
will be responsible for these installations.
Response:
23.1.3 Detected Switched Meters. Offeror shall describe its process for notification to
Fort Collins of existing switched meters discovered during AMI meter or module
installation. Offeror shall notify Fort Collins by the end of the following business
day.
Response:
23.1.4 Inoperable Meters and Modules. Offeror shall return any inoperable AMI-
enabled meters and modules to Fort Collins on a periodic basis, as specified by
Fort Collins, not to exceed monthly.
Response:
23.1.5 ERT-Enabled Electric Meters. Offeror shall return any removed electric meters
containing ERT modules, and all stand-alone water ERT modules to Fort
Collins.
Response:
23.1.6 ERT Water Modules. Offeror shall return all removed water ERT modules to
Fort Collins.
Response:
23.1.7 KYZ Outputs. Some Fort Collins customers are utilizing KYZ outputs from Fort
Collins meter as a source of information for a customer energy management
system. Fort Collins will provide installation of KYZ enabled meters and assume
responsibility for reconnecting KYZ outputs after installation of a new electric
meter.
Response:
23.1.8 Customer Claims. Fort Collins expects the Offeror to assume responsibility for
claims filed by Fort Collins’ customers related to an AMI electric meter or water
module installation performed by the Offeror. Offeror shall describe its policies
and procedures for managing customers’ claims including notification to Fort
Collins.
Response:
23.1.9 Incorrectly Installed Meters and Modules. Offeror shall assume financial
responsibility for all consequential costs of meter or module sets which result in
a billing error due to an incorrectly installed electric meter or water module.
Offeror shall indicate compliance with this requirement.
Response:
23.1.10 Damages. Offeror shall assume financial responsibility for meter sets under
load which result in damage to the devices or customer equipment. Offeror
shall indicate compliance with this requirement. .
Response:
23.1.11 Premises Requiring Police Escort. Fort Collins will perform electric meter and
water module installation at premises which require police escort.
Response:
24 Quality Audits, Verification and Acceptance of Work
24.1 Quality Management. The professionalism, accuracy and quality of the services
delivered under this RFP are of substantial interest to Fort Collins. Offeror shall provide
a description of its’ Quality Management Program that it intends to implement to ensure
accurate and quality completion of all services in accordance with this RFP, with its
response to this RFP.
Response:
24.2 Field Quality Audits. The professionalism, accuracy and quality of the field installation
activities are of substantial interest to Fort Collins. Improperly installed electric meter
and water module sets could affect the safety and billing of customers. In this
description, Offeror shall also specifically include the percent of work audited over what
time period for its field workforce. Offeror shall provide a description of its’ field audit
processes it intends to implement to ensure accurate and quality installations, with its
response to this RFP.
Response:
24.3 Route Completion. Timely and complete route automation with no non-automated
meters left behind, so as to enable rapid conversion from manual to automated meter
reading, is required. Offeror shall provide an overview of its route automation planning,
scheduling and audit process designed to achieve this object. Offeror will be required
to provide periodic reporting of route completion status to Fort Collins.
Response:
24.4 Route Definition. Route completion shall be based on the measure of those meters on
the route that have been assigned by Fort Collins to Offeror for meter and/or module
installation.
Response:
24.5 Meter Registration Verification. The ultimate measure of a successful installation is
defined as a meter that communicates through the entire network. Offeror will share
data between the AMI head end system and the Offeror’s Work Order System to
confirm that each installed meter is successfully registered and delivering its’ associated
data through the network. This is referred to as the “meter registration verification”
process. This process shall provide verification that the registration of all meters and
modules installed by Offeror have been successfully completed, and shall be integrated
with Offeror’s work order management system and the AMI Technology vendor’s head
end system. This process may involve direct head end access, file based information
exchange, and/or some other combination of data exchange methodologies that allows
Offeror to capture this information within its Work Management System and report it to
Fort Collins. Offeror is requested to acknowledge this requirement.
Response:
24.5.1.1 The process, steps and responsibility for successful resolution of non-
registered devices shall be clearly identified and mutually agreed to.
Offeror shall provide periodic reporting of registration verification as
mutually agreed to between Offeror, Fort Collins and the AMI Technology
Vendor. This will be jointly defined by Fort Collins, Offeror and AMI
Vendor during planning process.
Response:
24.6 Acceptance of Work: Acceptance of work will be completed on a Route by Route
basis, known as Route Acceptance. After Offeror satisfies the requirements in its Meter
Access Program, for a given Route, Offeror shall initiate Route Acceptance.
Response:
24.7 Route Acceptance: Upon completion of its’ meter installation effort for a given route,
the Offeror shall notify Fort Collins that it has met its meter access and route saturation
commitments and request “Acceptance” of that Route by Fort Collins. Offeror’s Route
Acceptance request shall include a Route Saturation Report. Fort Collins will perform a
review of the requested Route, and provide written approval or rejection of Offeror’s
request for Route Acceptance.
Response:
24.7.1.1 Upon “Acceptance” by Fort Collins, Fort Collins shall provide its written
approval. Fort Collins’ approval of that route shall trigger the payment
process of work in accordance with the unit rates contained in the
Contract.
Response:
24.8 Route Saturation Report. The Route Saturation Report shall include, at a minimum,
the following information:
24.8.1 The total number of meters on that route;
24.8.2 The total number of meters on that route that Offeror has responsibility for
installation (a.k.a. “Offeror meters”);
24.8.3 The total number of “Offeror meters” successfully completed and “passed”;
24.8.4 List of all “Offeror meters” successfully completed & “passed”, with verification
that each has “passed” all required verifications as defined in the RFP;
24.8.5 The total number of “Offeror meters” that are “Unable To Complete (UTC)”
24.8.6 For “Unable To Complete (UTC)” meters, proof that Offeror has completed all
required attempts to install meters as defined in its Meter Access Program; Or
otherwise provide pre-approved “reason codes” that log the conditions that allow
the meter to be “UTC”.
24.8.7 The AMI registration status of each meter on the route, as defined in the “Meter
Registration & Validation” requirements in this RFP, shall be included.
Offeror is requested to indicate its compliance with the preceding requirements.
Response:
24.9 Post Work Acceptance Corrections. After Acceptance, Fort Collins may elect to
perform additional audits or validations of installed AMI meters. If Fort Collins identifies
problems that it believes are attributable to faulty meter or module installation, Fort
Collins shall provide a written “Correction Notice” to Offeror. Offeror shall then
investigate and correct any problem found to be associated with Offeror’s installation
during the investigation within five (5) business days.
Response:
24.10 Warranty. Offeror shall warrant its work for 12 months following completion of
installation and acceptance of all work. Offeror is requested to acknowledge its
compliance with this requirement.
Response:
25 Pricing Information
25.1 General
25.1.1 Sources of Information to Complete Pricing: The Offeror shall reference the
requirements contained in all Sections of the RFP document for information
about documents and Appendices that may be necessary to complete pricing for
the City of Fort Collins Utilities.
Response:
25.1.2 Pricing Template: Appendix E – AMI End Point Installation Services Pricing
Schedule, contains the format for submittal of all required pricing.
Response:
25.1.3 Nature of Pricing Request: The End Point Installation vendor shall use
Appendix E – AMI End Point Installation Services Pricing Schedule, to respond
to the pricing request. The intention of this Appendix is to gather the entirety of
the Offeror’s proposed pricing and set the stage for successful negotiation with
selected Offeror(s). Furthermore, the purpose of the Pricing Schedule is to
solicit the Offeror’s firm pricing, not price estimates. With some minor
exceptions, estimated prices for services shall not be considered. Pricing that is
significantly greater than other Offerors without justification will be considered
unfavorably. If the Offeror cannot provide Firm pricing, Fort Collins requires the
Offeror to explain why, and to explain what additional information is required to
improve the accuracy of its bid. In circumstances where the Offeror believes it
cannot provide Firm pricing, budgetary pricing is requested, but Offeror should
be aware that if Fort Collins receives sufficient Firm pricing from other
competitors it may disregard Offeror’s response. Fort Collins expects the
Offeror to provide most of the required products and services directly, and
therefore Firm pricing is expected.
Response:
25.1.4 Scope of Pricing: Fort Collins Utilities’ intention is to implement an Advanced
Metering Infrastructure (AMI) solution across the service territory. Fort Collins
Utilities is interested in securing the support of one AMI End Point Installation
Services vendor who is able to support the AMI deployment across its service
territory in a cost-effective manner.
Response:
25.1.5 Phasing – Fort Collins Utilities anticipates an orderly deployment plan of its AMI
System in three phases as described in section 5 of the RFP. The timing of
these phases is described in Appendix C – Smart Grid Implementation Schedule
and Appendix G – AMI Electric & Water Deployment – Initial Plan. The
timeframes and quantities of devices in Appendix C are best estimates based
upon information known at this time, but may be subject to revision. These
numbers include some growth that is anticipated by then.
Response:
25.1.6 Contracting: Fort Collins Utilities anticipates the execution of an AMI End Point
Installation Services contract which includes the provision of all services and
support per the requirements contained in this RFP.
Response:
25.2 Mechanics of using the AMI End Point Installation Services Pricing Schedule:
25.2.1 Add rows if and as necessary.
Response:
25.2.2 Do not alter or add to the major categories shown in the rows. Do not add
additional columns but feel free to expand column width if necessary. If you are
not responding to a particular segment (column) leave it blank.
Response:
25.2.3 Use cell formatting to provide clear distinction between units and prices (e.g. $
currency vs. unit counts).
Response:
25.2.4 Assumptions and Exceptions: The Offeror shall fill out a table detailing
assumptions and exceptions for all pricing elements. This table appears as Tab
5 in the AMI End Point Installation Services Pricing Schedule.
Response:
25.2.5 Price reference and escalation: Provide pricing in US 2012 constant dollars.
For each item specify escalation or price adjustment assumptions, if any or if
applicable, as provided in each pricing worksheet. Attach additional information
elsewhere if necessary. Fort Collins will assume that Vendor’s pricing is fixed
for entire length of contract, UNLESS Vendor provides explicit instructions to the
contrary, per Appendix E, Tab 4 – Other Implementation Costs.
Response:
25.2.6 Meter/Module Growth: The meter volumes provided in the AMI End Point
Installation Services Pricing Schedule reflect anticipated Fort Collins Utilities
meter/module growth over the term of AMI system deployment.
Response:
25.2.7 Price quotation validity: Prices shall be applicable until May 31, 2012 for
contract negotiations purposes.
Response:
25.2.8 Methodology: To the extent that the Offeror feels that the information is
helpful, Offeror is encouraged to provide information about the basis or
methodology of the pricing (e.g. index, benchmarked costs, cost plus fixed mark
up, etc.).
Response:
25.2.9 Freight and Insurance. All prices shall assume cost of freight and insurance
for the delivery of the designated services and equipment to warehouses within
Fort Collins Utilities’ service territory. If freight prices are subject to price
adjustment these costs shall be explained.
Response:
25.2.10 Taxes: The prices quoted shall not include sales or any other taxes.
Response:
25.2.11 Subcontracting. Fort Collins Utilities wishes to distinguish between those
services and products being provided directly by the Offeror and those services
and products that are being provided by third parties under contract with the
Offeror or otherwise. Also, when proposing to use third parties, the Offeror shall
provide a description of the experience the Offeror has using the services or
products of the third party in other installations. This table should be inserted
below. A sample table is shown below and the Offeror is welcome to simply
modify it by adding rows.
Sample Table Explaining Subcontracting Relationships:
Work Element Offeror Partner /
Subcontractor
Included in Offeror’s scope
and price? If not, explain
exception.
Offeror’s experience in
conducting business with
subcontractor
e.g. Field
Installation
Services
XYZ Field Services Yes. XYZ Field Services
will be subcontracted by
Offeror.
e.g. Oracle TM
Software
License
Oracle TM Estimate provided - Offeror
recommends Fort Collins
Utilities buy software
directly.
To the extent that Offeror uses sub-contractors to obtain and use information
technology, Offeror shall represent and warrant that Offeror has obtained the
appropriate software license(s) for the life of the contract.
Response:
25.3 Fort Collins Utilities Evaluation Considerations
25.3.1 Fort Collins Utilities will use a variety of considerations in evaluating the
commercial terms and pricing offered by the Offeror. Some of those
considerations include:
Fort Collins Utilities will integrate pricing into a whole framework that takes
into account technological and other risk factors.
Fort Collins Utilities will value completeness and clarity in the pricing.
Ambiguity about pricing terms may mean that Fort Collins Utilities can place
less confidence in the pricing terms. This may impact the evaluation of the
Offeror.
When providing optional services it is important that Fort Collins Utilities
understand how to interpret these options vis-à-vis the core or base proposal.
Fort Collins Utilities does not want to double count items.
The Offeror is asked to provide a complete solution. Fort Collins Utilities
recognizes that in some instances third party subcontractor sewrvices may be
recommended, but Fort Collins Utilities still requires pricing or good price
estimates for these components.
Fort Collins Utilities requires a complete, turnkey solution that meets all of
Fort Collins Utilities’ business requirements and functional specifications.
Fort Collins Utilities appreciates the Offeror’s expertise in developing creative
and cost-effective solutions. Fort Collins Utilities welcomes additional pricing
and options that may further these goals.
Offeror is asked to acknowledge the preceding requirements.
Response:
25.4 Information TAB
25.4.1 Offeror shall provide the name of its company, the name of the pricing schedule
file, and the date of the file submittal to Fort Collins Utilities on this tab. This
information will be transferred to the other tabs automatically if entered in the
appropriate fields.
Response:
25.5 TAB 1 Electric Meter Installation Pricing
25.5.1 Tab 1 covers all electric meter Installation services to be provided under this
contract.
Response:
25.5.2 The Offeror is required to fill in the cells as indicated below.
Vendor to fill in these cells
Response:
25.5.3 The following explanatory notes are provided in this Tab.
25.5.3.1 EPI Vendor Workforce Required Competencies, Note 1: Please refer to
Appendix F for the referenced Job Descriptions that describe the
"Required Competencies" and workforce qualifications for this work.
25.5.3.2 For selected meter configurations and forms, Note 2: While Fort Collins
intends to complete this work, Offeror is asked to provide pricing in the
event that Fort Collins requires additional support for this activity.
25.5.3.3 Note 3: (n/a for electric; applies to water only)
25.5.3.4 Field Installation Unit Price, Note 4: Vendor Installation Unit Pricing shall
be fully loaded and include all field supervision & field quality audit labor;
field installation workforce labor; fleet, tools and equipment, uniforms,
safety equipment, et al; and 'basic photograph(s)' as specified in RFP.
25.5.3.5 Work Order Management Unit Price, Note 5: Vendor Work Order
Management shall be fully loaded and include the work order
management system & handheld field devices, inclusive of all support as
is required to perform daily work planning, issuing, data upload/download
activities, et al.
25.5.3.6 Cross Dock Handling Unit Price, Note 6: Vendor Cross Dock Unit
Pricing shall be fully loaded and include all cross dock labor and support
as is required to perform daily staging and issuing meters and modules;
receive used meters & modules; implement the scrapping process, and
handle materials flows to/between the Offeror and Fort Collins.
25.5.3.7 (Optional) Post Installation Picture Unit Price, Note 7: This is optional
pricing per section 22.3.4.1 of RFP.
25.5.3.8 Other Costs, Note 8: See Tab 4 for option for Vendor to provide other
costs and services that Vendor expects to incur that are not included in
this Tab.
25.5.3.9 Are Prices Fixed for Length of Contract?, Note 9: If Vendor's pricing is
NOT fixed for life of contract, Vendor must provide explanation and
inputs for 'escalation' on Tab 4 - Other Implementation Costs.
25.5.3.10 Extended Costs, Note 10: All Vendor costs shall be expressed in US
2012 constant dollars.
Offeror is required to acknowledge these explanatory Notes.
Response:
25.6 TAB 2: Water Communications Module Installation Pricing
25.6.1 Tab 2 covers all water module installation services to be provided under this
contract.
Response:
25.6.2 The Offeror is required to fill in the cells as indicated below.
Vendor to fill in these cells
Response:
25.6.3 The following explanatory notes are provided in this Tab.
25.6.3.1 EPI Vendor Workforce Required Competencies, Note 1: Please refer to
Appendix F for the referenced Job Descriptions that describe the
"Required Competencies" and workforce qualifications for this work.
25.6.3.2 For timing of installation of selected meter location and configurations,
Note 2: Once 2 wire is identified, defer these to later in Phase 2 or 3.
25.6.3.3 For timing of installation of selected meter location and configurations
,Note 3: Since these can be manually read and the failure rates are more
manageable as compared to the indoor ERTs, defer these to later in
Phase 2 or 3.
25.6.3.4 Field Installation Unit Price, Note 4: Vendor Installation Unit Pricing shall
be fully loaded and include all field supervision & field quality audit labor;
field installation workforce labor; fleet, tools and equipment, uniforms,
safety equipment, et al; and 'basic photograph(s)' as specified in RFP.
25.6.3.5 Work Order Management Unit Price, Note 5: Vendor Work Order
Management shall be fully loaded and include the work order
management system & handheld field devices, inclusive of all support as
is required to perform daily work planning, issuing, data upload/download
activities, et al.
25.6.3.6 Cross Dock Handling Unit Price, Note 6: Vendor Cross Dock Unit
Pricing shall be fully loaded and include all cross dock labor and support
as is required to perform daily staging and issuing meters and modules;
receive used meters & modules; implement the scrapping process, and
handle materials flows to/between the Offeror and Fort Collins.
25.6.3.7 (Optional) Post Installation Picture Unit Price, Note 7: This is optional
pricing per section 22.3.4.1 of RFP.
25.6.3.8 Other Costs, Note 8: See Tab 4 for option for Vendor to provide other
costs and services that Vendor expects to incur that are not included in
this Tab.
25.6.3.9 Are Prices Fixed for Length of Contract?, Note 9: If Vendor's pricing is
NOT fixed for life of contract, Vendor must provide explanation and
inputs for 'escalation' on Tab 4 - Other Implementation Costs.
25.6.3.10 Extended Costs, Note 10: All Vendor costs shall be expressed in US
2012 constant dollars.
Offeror is required to acknowledge these explanatory Notes.
Response:
25.7 Tab 3, Water Meter Information
25.7.1 The data provided in this Tab is for information only, and is designed only to
give the Offeror a better sense of the combination of water meter makes &
models, types of encoder-registers, meter sizes, and estimated style of water
communications module likely to be installed.
Response:
25.7.2 The quantities in Tab 2 – Water Module Installation, take precedence over the
information contained in Tab 3.
Response:
25.8 Tab 4: Other Implementation Costs
25.8.1 This Tab is constructed to allow the Offeror to provide additional costs for the
price elements as provided therein. Offeror should note that although a series
of price element are provided to prompt the Offeror to provide a comprehensive
bid proposal, the Offeror is NOT required to fill these in if it has already
included/embedded. If not applicable, vendor should indicate “n/a”.
Response:
25.8.2 The Offeror is required to fill in the cells as indicated below.
Vendor to fill in these cells
Response:
25.8.3 If Offeror requires that escalation is to be applied to any price component,
Offeror shall indicate as such. Offeror is also requested to provide any
explanatory notes on escalation in the box under section 7, titled “Offeror to
provide additional explanation of Escalation, as required”.
Response:
25.9 Tab 5: Assumptions and Exceptions
25.9.1 Offeror shall provide a comprehensive list of assumptions and exceptions that
impact pricing and commercial terms and considerations. If assumptions differ
from the various Phases, clearly state these differences.
Response:
EXHIBIT A - AMI End Point Installation Terms and Conditions
NOTICE: The City reserves the right to make modifications to the Terms and Conditions below.
The incorporation of any such modifications will be subject to negotiated agreement with the
selected vendor. Vendor’s response to this Request for Proposal should include any exceptions
or modifications Vendor proposes to the Terms and Conditions given below.
1.0 Governing Law and Dispute Resolution. The Agreement shall be governed by the laws of
the State of Colorado. In the event of a dispute between the parties, the parties will attempt to
resolve the dispute informally and may submit the dispute to mediation. The Agreement will not
be subject to binding arbitration. The parties will waive the right to a jury trial in the event a
dispute is submitted to the judicial process.
2.0 Non-Appropriations. Funds for the Agreement are payable from local appropriations
consisting in substantial part of DOE grant proceeds. If sufficient appropriations are not made,
the Agreement may be terminated by the City without any obligation to the City other than for
payment of completed and accepted work.
3.0 Termination. The Agreement may be terminated for convenience by the City. The
Agreement may also be terminated by the City in the event of a Contractor event of default.
4.0 Assignment. The Contractor may not assign or otherwise transfer this Agreement to any
third party, whether by operation of law or otherwise, without the prior written consent of the
City.
5.0 Indemnification. Contractor shall defend, indemnify, and hold harmless, the City from and
against all Losses arising in connection with this Agreement or the Work. The indemnity will
survive termination of the Agreement. This contractual liability will be included in Contractor’s
liability insurance coverage.
6.0 Subcontractors. City acknowledges and agrees that Contractor intends to have portions of
the Work accomplished by subcontractors pursuant to written subcontracts between Contractor
and its subcontractors. All subcontractors shall be reputable, qualified firms with an established
record of successful performance in their respective trades performing identical or substantially
similar work. Each subcontractor will be required to comply with the System Security
requirements. The Agreement will not create any contractual relationship between any such
Subcontractor and the City, nor will it obligate the City to pay or see to the payment of any
subcontractor. The work of any subcontractor shall be subject to inspection by City to the same
extent as the work of Contractor.
7.0 System Security. In addition to other System Security requirements that are more
specifically stated in the Statement of Work, Contractor agrees that all of its, or those of its
subcontractors, policies, procedures, personnel, products, and services used to design, build,
code, configure, deliver, manage data, integrate, test, deploy, and support the AMI solution and
the MDMS shall comply with the currently released and applicable security standards, including
but not limited to NIST SP 800 -53 and FIPS 140-2. The System Security components will
include, not by way of limitation, media protection, access control, and personnel security. By
way of illustration, the personnel security component will require background checks, access
agreements, restricted access to the System, and identification procedures. The City will have
the right to audit compliance with the System Security requirements, to require remedial action,
which may include removal of employees from the Project.
8.0 Licenses. Contractor and its suppliers and subcontractors will grant to the City a
nonexclusive, royalty-free license to use all inventions, software, other proprietary rights and
specialized knowledge of Contractor which, in each case, form a part of the Work for City’s use
to the extent reasonably necessary for the operation, maintenance, repair or alteration of the
Project or components thereof in connection with the Project. To the extent Contractor
purchases any software, which software is necessary or otherwise desirable for the continued
operation of the Project, Contractor shall register City as the licensee of such software with the
applicable supplier, subcontractor or owner of the software.
9.0 Warranty. Contractor will warrant that all meter installation services and other services
furnished by Contractor (or any of its subcontractors or suppliers) was performed in a good and
workmanlike manner, in accordance with the contract documents, and is free from defects.
10.0 Confidentiality. Contractor agrees that it shall use the confidential information solely for
the purpose of performing its obligations under this Agreement and not in any way detrimental
to the City. Except as otherwise provided in the Agreement, Contractor shall keep confidential
and not disclose the confidential information.
11.0 Ownership of Material. Ownership of all data, material and documentation, computer
source codes, programming information, originated and prepared for the City pursuant to the
Work and the Agreement shall belong exclusively to the City, except to the extent that an item
may be deemed to be in the intellectual property of the Contractor as determined pursuant to
the Agreement.
12.0 Records Retention and Right to Audit. The City shall have the right to audit the books
and records of the Contractor. The books and records pertaining to the Agreement and the
Work will be maintained by the Contractor for a period of three years. Contractor will also agree
to allow the DOE to review and audit books and records pertaining to the Project.
13.0 Independent Contractor Status. Contractor is an independent contractor, and nothing
contained in the Agreement shall be construed as constituting any relationship with City other
than that of City and independent contractor, except as expressly provided in the Agreement, or
as creating any relationship whatsoever between City and Contractor’s employees. Neither
Contractor nor any of its employees is or shall be deemed an employee of City.
14.0 Insurance. The Contractor shall provide, at a minimum, the following insurance
requirements on terms and conditions acceptable to the City per Exhibit B. Contractor’s Insurer
shall be reasonably acceptable to the City. All policies providing coverage hereunder shall
contain a provision that no cancellation or material change to any policy shall become effective
except upon sixty (60) Days’ Notice thereof to the parties.
15.0 Federal Requirements.
15.1 DOE Requirements. DOE requires specific contract terms for the
purpose of making audit, examination, excerpts, and transcriptions. Professional is required to
retain all required records for three years after the City makes final payments and all other
pending matters are closed. Contractor shall submit all records, data, information and reports to
City, required in the Agreement, containing Confidential Information which Contractor does not
want disclosed to the public or used by DOE or any other Governmental Authority for any
purpose other than in connection with this Agreement and the Project, marked conspicuously
with the following notice or with a notice or label of substantially the same effect:
“Notice of Restriction on Disclosure and Use of Data
The data contained in pages ----of this [designate material] have been
submitted in confidence and contain trade secrets or proprietary
information, and such data shall be used or disclosed only for evaluation
purposes, provided that DOE shall have the right to use or disclose the
data here to the extent provided in the DOE Grant Agreement. This
restriction does not limit the Federal government’s right to use or disclose
data obtained without restriction from any source, including Contractor.
15.1.2 Clean Air Act: Professional will comply with all applicable
standards, orders, or requirements issued under section 306 of the Clean Air Act (42 U.S.C.
1857(h)), section 508 of the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and
Environmental Protection Agency regulations (40 CFR part 15).
15.1.3 Energy Policy and Conservation Act: Professional will comply with
mandatory standards and policies relating to energy efficiency which are contained in the state
energy conservation plan issued in compliance with the Energy Policy and Conservation Act
(Pub. L. 94–163, 89 Stat. 871).
15.1.4 Intellectual Property. Contractor may copyright any work that is
subject to copyright and is developed by Contractor under the Agreement. DOE reserves a
royalty-free, nonexclusive and irrevocable right to reproduce, publish or otherwise use any
copyrightable work developed by Contractor under this Agreement for Federal purposes and to
authorize others to do so. DOE has the right to: (1) obtain, reproduce, publish or otherwise use
the data first produced under this Agreement; and (2) authorize others to receive, reproduce,
publish or otherwise use such data for Federal purposes.
25.10 15.1.5 Debarment and Suspension. Contractor shall
comply with requirements regarding debarment and suspension in Subpart C of 2
C.F.R. parts 180 and 901.
15.1.6 Lobbying Restrictions. Contractor shall comply with the
restrictions on lobbying in 31 U.S.C. 1352, as implemented by the DOE at 10 C.F.R. Part 601,
and shall submit all disclosures required by Law. In addition, Contractor shall comply with the
prohibition in 18 U.S.C. 1913 on the use of Federal funds, absent express Congressional
authorization, to pay directly or indirectly for any service, advertisement or other written matter,
telephone communication, or other device intended to influence at any time a Member of
Congress or official of any government concerning any legislation, Law, policy, appropriation, or
ratification.
15.1.7 Officials Not to Benefit. Contractor shall comply with the
requirement that no member of Congress shall be admitted to any share or part of this
Agreement, or to any benefit arising from it, in accordance with 41 U.S.C. 22.
15.2 Civil Rights Requirements. The following requirements apply to the
underlying contract:
15.2.1 Nondiscrimination. In accordance with Title VI of the Civil Rights
Act, as amended, 42 U.S.C. § 2000d, section 303 of the Age Discrimination Act of 1975, as
amended, 42 U.S.C. § 6102, section 202 of the Americans with Disabilities Act of 1990, 42
U.S.C. § 12132, and Federal transit law at 49 U.S.C. § 5332, the Contractor agrees that it will
not discriminate against any employee or applicant for employment because of race, color,
creed, national origin, sex, age, or disability. In addition, the Contractor agrees to comply with
applicable Federal implementing regulations and other implementing requirements FTA may
issue.
15.2.2 Equal Employment Opportunity. The following equal employment
opportunity requirements apply to the underlying contract:
(a) Race, Color, Creed, National Origin, Sex - In accordance with Title VII
of the Civil Rights Act, as amended, 42 U.S.C. § 2000e, and Federal transit laws at 49 U.S.C. §
5332, the Contractor agrees to comply with all applicable equal employment opportunity
requirements of U.S. Department of Labor (U.S. DOL) regulations, "Office of Federal Contract
Compliance Programs, Equal Employment Opportunity, Department of Labor," 41 C.F.R. Parts
60 et seq., (which implement Executive Order No. 11246, "Equal Employment Opportunity," as
amended by Executive Order No. 11375, "Amending Executive Order 11246 Relating to Equal
Employment Opportunity," 42 U.S.C. § 2000e note), and with any applicable Federal statutes,
executive orders, regulations, and Federal policies that may in the future affect construction
activities undertaken in the course of the Project. The Contractor agrees to take affirmative
action to ensure that applicants are employed, and that employees are treated during
employment, without regard to their race, color, creed, national origin, sex, or age. Such action
shall include, but not be limited to, the following: employment, upgrading, demotion or transfer,
recruitment or recruitment advertising, layoff or termination; rates of pay or other forms of
compensation; and selection for training, including apprenticeship. In addition, the Contractor
agrees to comply with any implementing requirements DOE may issue.
(b) Age. In accordance with section 4 of the Age Discrimination in
Employment Act of 1967, as amended, 29 U.S.C. § § 623 and Federal transit law at 49 U.S.C. §
5332, the Contractor agrees to refrain from discrimination against present and prospective
employees for reason of age. In addition, the Contractor agrees to comply with any
implementing requirements DOE may issue.
(c) Disabilities. In accordance with section 102 of the Americans with
Disabilities Act, as amended, 42 U.S.C. § 12112, the Contractor agrees that it will comply with
the requirements of U.S. Equal Employment Opportunity Commission, "Regulations to
Implement the Equal Employment Provisions of the Americans with Disabilities Act," 29 C.F.R.
Part 1630, pertaining to employment of persons with disabilities. In addition, the Contractor
agrees to comply with any implementing requirements DOE may issue.
15.2.3(3) Subcontracts. The Contractor also agrees to include these
requirements in each subcontract financed in whole or in part with Federal assistance provided
by DOE, modified only if necessary to identify the affected parties.
15.3 Clean Water Act. The Contractor agrees to comply with all applicable
standards, orders or regulations issued pursuant to the Federal Water Pollution Control Act, as
amended, 33 U.S.C. 1251 et seq. The Contractor agrees to report each violation to the
Purchaser and understands and agrees that the Purchaser will, in turn, report each violation as
required to assure notification to DOE and the appropriate EPA Regional Office.
15.4 Cargo Preference Requirements. The contractor agrees: a. to use
privately owned United States-Flag commercial vessels to ship at least 50 percent of the gross
tonnage (computed separately for dry bulk carriers, dry cargo liners, and tankers) involved,
whenever shipping any equipment, material, or commodities pursuant to the underlying contract
to the extent such vessels are available at fair and reasonable rates for United States-Flag
commercial vessels; b. to furnish within 20 working days following the date of loading for
shipments originating within the United States or within 30 working days following the date of
leading for shipments originating outside the United States, a legible copy of a rated, "on-board"
commercial ocean bill-of -lading in English for each shipment of cargo described in the
preceding paragraph to the Division of National Cargo, Office of Market Development, Maritime
Administration, Washington, DC 20590 and to the DOE recipient (through the contractor in the
case of a subcontractor's bill-of-lading.) c. to include these requirements in all subcontracts
issued pursuant to this contract when the subcontract may involve the transport of equipment,
material, or commodities by ocean vessel.
15.5 Project Reporting and Information Requirements. Contractor and its
personnel shall cooperate with and provide all records, data, information and reports requested
by City, in the form and format and within the timeframes requested by City, in order to enable
City to comply with the DOE Grant Agreement reporting and information requirements for the
Project. In addition to the requirements set forth in the Agreement and in this Schedule,
Contractor and its personnel shall comply with the following requirements. Contractor shall also
provide City with any backup or additional documentation required by DOE or any other
Governmental Authority.
15.5.1 Final Cost Audit. In accordance with Applicable Law and the
Federal Assistance Reporting Checklist, DOE F 4600.2, DOE reserves the right under the DOE
Grant Agreement to initiate a final incurred cost audit in connection with the City’s Project.
Contractor and its personnel shall cooperate with, and make all necessary AMI System and
Contractor cost data and documents available to City and/or to any representative of DOE or
any other Governmental Authority for purposes of such audit.
15.5.2 Job Creation and Retention Reporting. Contractor shall provide
City with all AMI System and Contractor information, in the format and within the timeframe,
requested by City to enable City to complete and timely submit to DOE reports, information and
data regarding City’s Project job creation and retention, including without limitation, monthly
and/or quarterly cumulative and/or current reports, as applicable, on AMI System and
Contractor Services jobs created and retained at the “contractor” or “Contractor” level by
Contractor, as required for City to comply with the Federal Assistance Reporting Checklist, DOE
F 4600.2 and the ARRA Section 1512 reporting requirements under the DOE Grant Agreement.
15.5.3 Final Close-Out Report. Contractor shall provide City with all AMI
System and Contractor information, in the format and within the timeframe, requested by City to
enable City to complete and timely submit to DOE reports, information and data at the end of
the DOE Grant Agreement performance period regarding Project completion. Contractor will
complete a final close-out report which shall include such information and detail as City, DOE or
any other Governmental Authority shall request regarding the Project and Contractor services. If
the AMI System and the Contractor services are completed or terminated prior to Project
completion, Contractor shall provide City with a final report of the AMI System and the
Contractor services through the date of termination of this Agreement.
15.6 American Recovery and Reinvestment Act of 2009. The following
provisions of ARRA shall apply:
25.11 BUY AMERICAN
SEC. 1605. USE OF AMERICAN IRON, STEEL, AND MANUFACTURED GOODS.
(a) None of the funds appropriated or otherwise made available by this Act may be
used for a project for the construction, alteration, maintenance, or repair of a
public building or public work unless all of the iron, steel, and manufactured
goods used in the project are produced in the United States.
(b) Subsection (a) shall not apply in any case or category of cases in which the head
of the Federal department or agency involved finds that—
(1) applying subsection (a) would be inconsistent with the public interest;
(2) iron, steel, and the relevant manufactured goods are not produced in the
United States in sufficient and reasonably available quantities and of a
satisfactory quality; or
(3) inclusion of iron, steel, and manufactured goods produced in the United
States will increase the cost of the overall project by more than 25 percent.
(c) If the head of a Federal department or agency determines that it is necessary to
waive the application of subsection (a) based on a finding under subsection (b),
the head of the department or agency shall publish in the Federal Register a
detailed written justification as to why the provision is being waived.
(d) This section shall be applied in a manner consistent with United States
obligations under international agreements.
25.12 ECONOMIC STABILIZATION CONTRACTING
SEC. 1611. HIRING AMERICAN WORKERS IN COMPANIES RECEIVING TARP FUNDING.
(a) SHORT TITLE.—This section may be cited as the ‘‘Employ American Workers
Act’’.
(b) PROHIBITION.—
(1) IN GENERAL.—Notwithstanding any other provision of law, it shall be
unlawful for any recipient of funding under title I of the Emergency Economic
Stabilization Act of 2008 (Public Law 110–343) or section 13 of the Federal
Reserve Act (12 U.S.C. 342 et seq.) to hire any nonimmigrant described in
section 101(a)(15)(h)(i)(b) of the Immigration and Nationality Act (8 U.S.C.
1101(a)(15)(h)(i)(b)) unless the recipient is in compliance with the
requirements for an H–1B dependent employer (as defined in section
212(n)(3) of such Act (8 U.S.C. 1182(n)(3))), except that the second sentence
of section 212(n)(1)(E)(ii) of such Act shall not apply.
(2) DEFINED TERM.—In this subsection, the term ‘‘hire’’ means to permit a new
employee to commence a period of employment.
16.0 Force Majeure. The Parties will not be in default or otherwise liable for any delay in or
failure of its performance under the Agreement if such delay or failure arises due to any act of
God, any acts of the common enemy, the elements, earthquakes, floods, fires, epidemics, riots,
failures or delay in transportation or communications; provided, however, that lack of funds shall
not be deemed to be a reason beyond a party’s reasonable control. The Parties will promptly
inform and consult with each other as to any of the above causes, which in their judgment may
or could be the cause of a delay in the performance of the Agreement.
17.0 Prohibition Against Employing Illegal Aliens. Contractor will comply with Section 8-17.5-
101, C.R.S., et. seq., requiring, among other things, that Contractor will not knowingly employ or
contract with an illegal alien who will perform work under the Agreement. Contractor will
participate in either the e-Verify program created in Public Law 208, 104th Congress, as
amended, and expanded in Public Law 156, 108th Congress, as amended, administered by the
United States Department of Homeland Security (the “e-Verify Program”) or the Department
Program (the “Department Program”), an employment verification program established pursuant
to Section 8-17.5-102(5)(c) C.R.S. in order to confirm the employment eligibility of all newly
hired employees to perform work under the Agreement.
18.0 Liquidated Damages. In the event Contractor fails to achieve substantial completion of
the Work in accordance with the Work Schedule and the Agreement, liquidated damages will be
assessed in an amount that is customary and reasonable given the nature of the Project.
19.0 Default. Contractor shall be in default of its obligations pursuant to the Agreement if
Contractor becomes insolvent, generally does not pay its debts as they become due, admits in
writing its inability to pay its debts, or makes a general assignment for the benefit of creditors;
Contractor fails to perform any material provision of the Agreement and such failure continues
for thirty (30) day.
20.0 Remedies for Default. If a Contractor Event of Default occurs the City may terminate the
Agreement and Contractor shall be liable to the City for the reasonable and direct costs of
completing the Work, including compensation for obtaining a replacement contractor. The
Parties will expressly waive the right to recover and indirect, consequential or special damages.
21.0 No Liens. Contractor shall not directly or indirectly create, incur, assume, or suffer to be
created by it or any Subcontractor, employee, laborer, materialman, or other supplier of goods
or services any Encumbrances on the Work or the Equipment.
22.0 Changes to the Work. Changes to the Work shall only be valid if accomplished pursuant
to a Change Order.
23.0 Suspension of Work. The City may suspend performance of the Work at any time for its
convenience by giving five (5) Business Days’ advance notice thereof to the Contractor.
24.0 Commencement and Scheduling of the Work. Contractor shall commence the Work
upon the receipt from the City of a notice to proceed. The Contractor shall prepare a monthly
progress report including any requested updates to the Work schedule and submit it to the City
within fourteen (14) days after the end of each calendar month. In addition, Contractor shall
keep, and furnish to City at City’s request, such information as City may reasonably require
demonstrating that the Work is progressing according to the milestones in the Work schedule
and for the purpose of confirming that invoice payments are due and owing under the
Agreement.
25.0 Representatives. Contractor shall designate a Contractor’s project manager who shall
have full responsibility for the management of the Work and shall act as a single point of contact
in all matters on behalf of Contractor. The City shall designate a City representative, who shall
act as the single point of contact on behalf of the City with respect to the prosecution and
scheduling of the Work and any issues relating to the Agreement.
26.0 Survival of Obligations. The provisions of the Agreement which expressly or by their
nature are intended to survive the termination, cancellation, completion or expiration of the
Agreement, shall continue as valid and enforceable obligations of the respective Party,
notwithstanding any such termination, cancellation, completion or expiration.
EXHIBIT B
INSURANCE REQUIREMENTS
1. The Service Provider will provide, from insurance companies acceptable to the City, the
insurance coverage designated hereinafter and pay all costs. Before commencing work under
this bid, the Service Provider shall furnish the City with certificates of insurance showing the
type, amount, class of operations covered, effective dates and date of expiration of policies, and
containing substantially the following statement:
"The insurance evidenced by this Certificate will not be cancelled or materially altered, except
after ten (10) days written notice has been received by the City of Fort Collins."
In case of the breach of any provision of the Insurance Requirements, the City, at its option,
may take out and maintain, at the expense of the Service Provider, such insurance as the City
may deem proper and may deduct the cost of such insurance from any monies which may be
due or become due the Service Provider under this Agreement. The City, its officers, agents
and employees shall be named as additional insured’s on the Service Provider's general liability
and automobile liability insurance policies for any claims arising out of work performed under
this Agreement.
2. Insurance coverages shall be as follows:
A. Workers' Compensation & Employer's Liability. The Service Provider shall maintain
during the life of this Agreement for all of the Service Provider's employees engaged
in work performed under this agreement:
1. Workers' Compensation insurance with statutory limits as required by
Colorado law.
2. Employer's Liability insurance with limits of $100,000 per accident,
$500,000 disease aggregate, and $100,000 disease each employee.
B. Commercial General & Vehicle Liability. The Service Provider shall maintain during
the life of this Agreement such commercial general liability and automobile liability
insurance as will provide coverage for damage claims of personal injury, including
accidental death, as well as for claims for property damage, which may arise directly or
indirectly from the performance of work under this Agreement. Coverage for property
damage shall be on a "broad form" basis. The amount of insurance for each coverage,
Commercial General and Vehicle, shall not be less than $1,000,000 combined single
limits for bodily injury and property damage.
In the event any work is performed by a subcontractor, the Service Provider shall be responsible
for any liability directly or indirectly arising out of the work performed under this Agreement by a
subcontractor, which liability is not covered by the subcontractor's insurance.
Appendix A - Fort Collins Utilities IT Standards and System Infrastructure Final 11-19-10
Appendix A –
City of Fort Collins Utilities –
IT Standards and System Infrastructure
Appendix A - Fort Collins Utilities IT Standards and System Infrastructure Final 11-19-10 Page 2 of 5
Products & Versions
Server Operating System:
Microsoft Windows 2000 at Current Patch Level
Microsoft Windows Server 2003 R2 SP2 (Mostly Virtualized)
Microsoft Windows 2008 – is next server Proposed
Workstation Operating System (Client):
Microsoft Windows 2000 (SP4) at Current Patch Level
Microsoft Windows XP at Current Patch Level
Microsoft Windows XP SP2 with about 75% SP3 – to be completed by Jan 2011
Microsoft Internet Explorer 7
Directory Services
LDAP: Microsoft Active Directory Windows Server 2003 or greater
Server Applications & Development Frameworks:
Email (Server): Microsoft Exchange 2007
Email (Client): Microsoft Outlook 2003
Web: Apache Tomcat PHP (Version 5.25 )
Development Framework(s): Microsoft .NET
Integration: Next Axiom (Version 7.6.0.1)
Collaboration : Microsoft SharePoint Portal Server v2.0 (future)
Appendix A - Fort Collins Utilities IT Standards and System Infrastructure Final 11-19-10 Page 3 of 5
Miscellaneous Services:
Virtualization: VMWareESX4.0
Storage Area Network: Lefthand/HP
Clustering: 2 way replication
Backup: CommVault
Scheduler: In House Scheduler
Database Environnent: -
DBMS: Oracle v10G, Oracle v 11G (Preferred)
Microsoft SQL Server 2005
Network Environment:
Protocols: TCP/IP V4
Performance & Monitoring:
System Monitoring: TBD None
Database Monitoring: Oracle Enterprise Manager
Security & Access:
Remote Access: Remote Desktop/Dameware
Antivirus: McAfee
Voice Environnent: - Bob Singleton
IVR?
Additional Services:
NTP Windows Time Service
Appendix A - Fort Collins Utilities IT Standards and System Infrastructure Final 11-19-10 Page 4 of 5
Standard Workstation Applications
Application Version
Microsoft Office 2003 SP3
Internet Explorer (IE) 6.0 / SP2 or 7.0/ Moving to IE8 2011
Macromedia Flash Player 10.1.82.76
Adobe Acrobat Reader 9.3.3
Java Runtime Environment (JRE) 1.6.0_21
Microsoft .NET Framework 3.5 SP1
Oracle Client 8/10G/11G - Abe
Appendix A - Fort Collins Utilities IT Standards and System Infrastructure Final 11-19-10 Page 5 of 5
Hardware Specifications
(As of November 2010)
Windows:
Standard Configuration
HP DL380G3
Processor: Dual Core 3.06 GHz
Memory: 3 Gigabytes
6 – 72.8gb hard-drives in RAID5 configuration
2- 1 Gigabit network interface cards
Disk drive - CD-RW -internal
Redundant Power Supply
High Performance
DL365G1
Processor: 2-Quad-Core 2.6 GHz
Memory – 3 Gigabytes
2 – 146gb hard-drives in mirror configuration
Disk drive - CD-RW / DVD-ROM combo
HP Redundant Power Supply
iSCSI to HP/LefHand SAN
2- 1 Gigabit network interface cards
VMware ESX Server Standard Configuration with 32GB of Ram
Processor: 2-Quad-Core Xeon x5470 3.33GHz
Memory – 32Gigabytes
Hard drive - Two 72 GB - hot-swap - 2.5" - SAS - 15000 rpm
HP Redundant Power Supply
Two iSCSI HBA – QLogic Cards
Eight 1 Gigabit network interface cards
Slimline DVD-rom drive (8x/24x) option kit
Appendix B – Fort Collins Information Systems Context Diagram
Service
Order
Systems
/ Data
Existing ( & Unchanging) Integration LEGEND
Emeter EnergyIP (MDMS)
CIS
(Ventyx Customer Suite - CIS)
Billing Cycle Consumption/Read
Request for “AMI Billing” Meters
Off-Cycle Read Request
(Move In/Out’s, Cancel/Re-bills)
For “AMI Billing” Meters
Turn On/Off Request
(Virtual, Remote)
For “AMI Billing” Meters
Meter Service Order Dispatch Status
Customer, Account, Service Point,
Route, Bill Cycle, Hard Meter Configuration
Synchronization
Elster
Energy
Axis
(AMI
Head-
End)
Account, Service Point,
Hard Meter Configuration
Read Data, Alarms/Flags
and Meter Diagnostics
Real-time Remote Connect/Disconnect
Request
On-Demand Read/Status
Request
Outage Notifications
Hi/Lo Voltage, Blink Counts, Etc
OMS /
Trouble Call
Database
Outage Notifications (Potentially directly from AMI)
Meter Power
Status Y/N Request
Meter Power
Status Y/N Response
Restoration Notifications (Potentially directly from AMI)
Future Consumption
From MDM
Periodic Update of
Virtual Meter Peak Load
Delivered Read
Performance and
Availability,
Meter Diagnostics, Etc
Billing Cycle Consumption/Read
Response for “AMI Billing” Meters
Off-Cycle Read Response
(Move In/Out’s, Cancel/Re-bills)
For “AMI Billing” Meters
Turn On/Off Response
Appendix C - Master Project Milestone Schedule
The Fort Collins Smart Grid project is divided into three phases. The timetable and deliverables for each
phase are currently as follows:
Phase 1 –"Initial" Deployment & Basic ‘”Meter To Cash” - (5k Elect, 3k Water)
Phase 1 Preliminary Milestone Schedule
Milestone 1.1 – July 1, 2011 – AMI Contract Approval
Milestone 1.2 – August 30, 2011 – Phase 1 AMI Requirements Workshops Complete
Milestone 1.3 – November 15, 2011 – Installation of Phase 1 release of EnergyAxis in one system
Milestone 1.4 – December 15, 2011 – Pre-Phase 1 AMI Deployment: Integration & Testing complete
Milestone 1.5 – January 1, 2012 – Delivery of First Phase 1 Meters & Water Modules Begins
Milestone 1.6 – January 1, 2012 – Phase 1 Network Installation Begins
Milestone 1.7 – February 1, 2012 – Begin Phase 1 Meter/Module Installation
Milestone 1.8 – March 28, 2012 – End of Phase 1 Meter Installation & Phase 1 Internal Testing
complete
Milestone 1.9 – March 29, 2012 – Commence Phase 1 Field Acceptance Test (FAT)
Milestone 1.10 – March 28, 2012 – Complete final Phase 1 Meter/Module Installation
Milestone 1.11 – May 23, 2012 - Phase 1 Field Acceptance Test (FAT) Complete
Phase 2 – "Interval" Billing & Mass Deployment
Phase 2 Preliminary Milestone Schedule
Milestone 2.1 – February 15, 2012 – Start of Phase 2
Milestone 2.2 – March 1, 2012 - Phase 2 AMI Requirements Workshops Complete
Milestone 2.3 – April 1, 2012 - Installation of Phase 2 release of EnergyAxis in one system
Milestone 2.4 – May 1, 2012 – Pre-Phase 2 AMI Deployment: Integration & Testing complete
Milestone 2.5 – May 1, 2012 - Delivery of First Phase 2 Meters & Water Modules Begins
Milestone 2.6 – May 1, 2012 – Phase 2 Network Installation Begins
Milestone 2.7 – May 25, 2012 – MDMS Operational. Begin Phase 2 Meter/Module Installation
Milestone 2.8 – September 13, 2012 - Phase 2 Internal Testing complete
Milestone 2.9 – September 14, 2012 – Commence Phase 2 Scalability Acceptance Test (SAT)
Milestone 2.10 – November 8, 2012 – End of Phase 2 Meter Installation & Complete final Phase 1
Meter/Module Installation
Milestone 2.11 – November 8, 2012 - Phase 2 Scalability Acceptance Test (SAT) Complete
Phase 3 – "Advanced Rates" & Mass Deployment
Phase 3 Preliminary Milestone Schedule
Milestone 3.1 – July 1, 2012 – Start of Phase 3
Milestone 3.2 – July 10, 2012 - Phase 3 AMI Requirements Workshops Complete
Milestone 3.3 – August 10, 2012 - Installation of Phase 3 release of EnergyAxis in one system
Milestone 3.4 – September 14, 2012 – Pre-Phase 3 AMI Deployment: Integration & Testing complete
Milestone 3.5 – September 14, 2012 - Delivery of First Phase 3 Meters & Water Modules Begins
Milestone 3.6 – September 14, 2012 – Phase 3 Network Installation Begins
Milestone 3.7 – November 12, 2012 – Begin Phase 3 Meter/Module Installation
Milestone 3.8 – March 31, 2013 – End of Phase 3 Meter Installation & Phase 3 Internal Testing
complete
Milestone 3.9 – April 1, 2013 – Commence Phase 3 Final System Acceptance Test (FSAT)
Milestone 3.10 – April 26, 2013 – Complete final Phase 3 Meter/Module Installation
Milestone 3.11 – June 7, 2013 - Phase 3 Final System Acceptance Test (FSAT) Complete
Electric Meter and Water Communications Module Installation
The Electric Meter and Water Communications Module deployment shall be based on the following plan.
Note: Final quantities of meters and modules, by type, form and quantity per month, will be negotiated in
the Project Kick-off through the review of Fort Collins’s AMI/MDMS Deployment Master Schedule, and
refined in the pre-deployment planning workshops.
Deploy Dates Approx Deploy Time
Phase Electric Water E + W
Feb '12 - Mar '12 2 months Phase 1 5,400 2,800 8,200
Jun '12 - Oct '12 5 months Phase 2 23,000 15,500 38,500
Nov '12 - Apr '13 6 months Phase 3 37,600 16,200 53,800
Totals All Phases 66,000 34,500 100,500
Appendix D: Electric and Water Job Skills Matrix
The tables below provide a reference to the minimum equivalent Fort Collins Job Classifications for all meter exchange and module
installation activities. Please refer to Appendix F – Job Descriptions, which describe the minimum “Required Competencies” and
workforce qualifications for each of these job classifications, and which the EPI Vendor’s employees must achieve for their
respective installation activities.
Phase 1 - Electric Only
Ref. Item Responsibility Meter Configuration Meter Form Requirements Notes
EPI Vendor Workforce
Required Competencies
(note 1)
1e Fort Collins - Single Phase Self-Contained
1S, 2S,
12S-Network
Fort Collins to perform Phase 1
installation of these meter forms.
Fort Colins intends to
provide all labor for Phase 1
Electric Meter Technician
2e Fort Collins - Single Phase Self-Contained 2S-Class 320 Fort Collins to perform
Fort Colins intends to
provide all labor for Phase 1
Electronic Technician II
3e Fort Collins
- Single Phase A-base meter
replacement
Various Fort Collins to perform
Fort Colins intends to
provide all labor for Phase 1
Electronic Technician II
4e Fort Collins - Single Phase Transformer-Rated 3S, 4S Fort Collins to perform
Fort Colins intends to
provide all labor for Phase 1
Electronic Technician II
5e Fort Collins - Three Phase Transformer-Rated 5S, 6S, 8S, 9S Fort Collins to perform
Fort Colins intends to
provide all labor for Phase 1
Electronic Technician II
6e Fort Collins - Three Phase Self-Contained
13S, 14S, 15S,
16S
Fort Collins to perform
Fort Colins intends to
provide all labor for Phase 1
Electronic Technician II
7e Fort Collins
- Three-Phase, C&I, GS50 & GS750,
some with KYZ
Various 3 phase
polyphase
Fort Collins to perform
Fort Colins intends to
provide all labor for Phase 1
Electronic Technician II
Note 1: Please refer to Appendix F for the referenced Job Descriptions that describe the "Required Competencies" and workforce qualifications for this work.
Phase 1 - Water Only
Priority Ref. Item
Initial
Responsibility
Final
Responsibility Location Meter Configuration Meter Size Requirements Notes
EPI Vendor Workforce
Required Competencies (note 1)
1 1w EPI Vendor EPI Vendor Outdoor Pit Sets
non ERT & all
encoder/registers
All meter sizes EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module
Water Meter Systems Operator
1 2w EPI Vendor EPI Vendor Outdoor Pit Sets
existing ERT & all
encoder/registers
All meter sizes EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module
Water Meter Technician
2 3w EPI Vendor EPI Vendor
Outdoor Wall
Remotes
3 wire & all encoder/registers All meter sizes EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module
Inspection is required to reveal
3W vs 2W
Water Meter Systems Operator
defer
(note 2)
4w EPI Vendor EPI Vendor
Outdoor Wall
Remotes 2 wire & all encoder/registers All meter sizes
EPI Vendor inspect & identify 2 wire config; install
remote/wall mount AMI comms module inside
premise; remove touchpad & install cover plate.
Inspection is required to reveal
3W vs 2W Water Meter Systems Operator
3 5w Fort Collins Fort Collins Indoor Meter Set
existing ERT & all
encoder/registers
All meter sizes Install remote/wall mount AMI comms module
inside premise.
FC to replace approx 200 to
300 for Ph 1
Water Meter Technician
defer
(note 3)
6w Fort Collins Fort Collins Indoor Meter Set
existing 'Generator Remotes'
- 3 wire & 2 wire & all
encoder/registers
All meter sizes replace meter & encoder/register; + install AMI
Comms Modules inside premise
Inspection is required to reveal
3W vs 2W
n/a
Note 1: Please refer to Appendix F for the referenced Job Descriptions that describe the "Required Competencies" and workforce qualifications for this work.
Note 2: Once 2 wire is identified, defer these to later in Phase 2 or 3
Note 3: Since these can be manually read and the failure rates are more managenable as compared to the indoor ERTs, defer these to later in Phase 2 or 3
Phases 2 & 3 - Electric Only
Ref. Item Responsibility Meter Configuration Meter Form Requirements Notes
EPI Vendor Workforce
Required Competencies
(note 1)
8e EPI Vendor - Single Phase Self-Contained
1S, 2S,
12S-Network
Fort Collins to perform Phase 1
installation of these meter forms
Electric Meter Technician
9e Fort Collins - Single Phase Self-Contained 2S-Class 320 Fort Collins to perform Electronic Technician II
10e Fort Collins
- Single Phase A-base meter
replacement
Various Fort Collins to perform Electronic Technician II
11e Fort Collins - Single Phase Transformer-Rated 3S, 4S Fort Collins to perform Note 2 Electronic Technician II
12e Fort Collins - Three Phase Transformer-Rated 5S, 6S, 8S, 9S Fort Collins to perform Note 2 Electronic Technician II
13e Fort Collins - Three Phase Self-Contained
13S, 14S, 15S,
16S
Fort Collins to perform Note 2 Electronic Technician II
14e Fort Collins
- Three-Phase, C&I, GS50 & GS750,
some with KYZ
Various 3 phase
polyphase
Fort Collins to perform Electronic Technician II
Note 1: Please refer to Appendix F for the referenced Job Descriptions that describe the "Required Competencies" and workforce qualifications for this work.
Note 2: While Fort Collins intends to complete this work, Offeror is asked to provide pricing in the event that Fort Collins requires additional support for this activitiy
Phases 2 & 3 - Water Only
Priority Ref. Item
Initial
Responsibility
Final
Responsibility Location Meter Configuration Meter Size Requirements Notes
EPI Vendor Workforce
Required Competencies (note 1)
- 7w EPI Vendor EPI Vendor Outdoor Pit Sets
non ERT & all
encoder/registers
All meter sizes EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module
Water Meter Systems Operator
- 8w EPI Vendor EPI Vendor Outdoor Pit Sets
existing ERT & all
encoder/registers
All meter sizes EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module
Water Meter Technician
- 9w EPI Vendor EPI Vendor
Outdoor Wall
Remotes
3 wire & all encoder/registers All meter sizes EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module
Inspection is required to reveal
3W vs 2W
Water Meter Systems Operator
- 10w EPI Vendor EPI Vendor
Outdoor Wall
Remotes 2 wire & all encoder/registers All meter sizes
EPI Vendor inspect & identify 2 wire config; install
remote/wall mount AMI comms module inside
premise; remove touchpad & install cover plate.
Inspection is required to reveal
3W vs 2W Water Meter Systems Operator
- 11w EPI Vendor EPI Vendor Indoor Meter Set
existing ERT & all
encoder/registers
All meter sizes Install remote/wall mount AMI comms module
inside premise.
Water Meter Technician
- 12w Fort Collins Fort Collins Indoor Meter Set
existing 'Generator Remotes'
- 3 wire & 2 wire & all
encoder/registers
All meter sizes replace meter & encoder/register; + install AMI
Comms Modules inside premise
Inspection is required to reveal
3W vs 2W
n/a
Note 1: Please refer to Appendix F for the referenced Job Descriptions that describe the "Required Competencies" and workforce qualifications for this work.
Appendix E - AMI End Point Installation Services Pricing Workbook
1. Please provide the name of your company here: = company_name (transfers company name to other sheets)
2. Please provide as a hard coded item the date of your submittal here: = submittal_date (transfers date to other sheet
3. Please provide as a hard coded item the name of your file here. = file_name (transfers file name to other sheet
Please include the name of your company in the file name:
Sample Vendor Name
Sample Vendor File Name.xls
11/3/2011
Appendix E - AMI End Point Installation Services Pricing Workbook 10-7-11.xls Information
Appendix E - AMI End Point Installation Services Pricing Workbook
Tab 1 - Electric Meter Installation Pricing
Responder: Vendor to fill in these cells
Date
File Name
Phase 1 - Electric Only Pricing
Ref. Item Responsibility Meter Configuration Meter Form Requirements Notes
EPI Vendor Workforce
Required Competencies (note 1)
Qty ‐ Total
System
Field Installation
Unit Price (note 4)
Work Order
Management Unit
Price (note 5)
Cross Dock Handling
Unit Price (note 6)
(Optional) Post
Installation Picture
Unit Price (note 7)
Other Costs
(note 8)
Are Prices Fixed for
Length of Contract?
(note 9)
Extended Costs (note
10)
1e Fort Collins - Single Phase Self-Contained 1S, 2S,
12S-Network
Fort Collins to perform Phase 1 installation of
these meter forms.
Fort Colins intends to provide all
labor for Phase 1 Electric Meter Technician 6,093 n/a see Tab 4 $0
2e Fort Collins - Single Phase Self-Contained 2S-Class 320 Fort Collins to perform Fort Colins intends to provide all
labor for Phase 1 Electronic Technician II 0 n/a see Tab 4 $0
3e Fort Collins - Single Phase A-base meter
replacement Various Fort Collins to perform
Fort Colins intends to provide all
labor for Phase 1 Electronic Technician II 0 n/a see Tab 4 $0
4e Fort Collins - Single Phase Transformer-Rated 3S, 4S Fort Collins to perform Fort Colins intends to provide all
labor for Phase 1 Electronic Technician II 10 n/a see Tab 4 $0
5e Fort Collins - Three Phase Transformer-Rated 5S, 6S, 8S, 9S Fort Collins to perform Fort Colins intends to provide all
labor for Phase 1 Electronic Technician II 7 n/a see Tab 4 $0
6e Fort Collins - Three Phase Self-Contained 13S, 14S, 15S,
16S Fort Collins to perform
Fort Colins intends to provide all
labor for Phase 1 Electronic Technician II 43 n/a see Tab 4 $0
7e Fort Collins - Three-Phase, C&I, GS50 & GS750,
some with KYZ
Various 3 phase
polyphase Fort Collins to perform
Fort Colins intends to provide all
labor for Phase 1 Electronic Technician II 0 n/a see Tab 4 $0
Totals 6,153 $0.00 $0.00 $0.00 $0.00 (excludes Note 2's & 7's) $0
Phase 2 & 3 - Electric Only Pricing
Ref. Item Responsibility Meter Configuration Meter Form Requirements Notes
EPI Vendor Workforce
Required Competencies (note 1)
Qty ‐ Total
Appendix E - AMI End Point Installation Services Pricing Workbook
Tab 2 - Water Communications Module Installation Pricing
Responder: Vendor to fill in these cells
Date
File Name
Phase 1 ‐ Water Only Pricing
Priority
Ref.
Item
Initial
Responsibility
Final
Responsibility Location Meter Configuration Meter Size Requirements Notes
EPI Vendor Workforce
Required Competencies (note 1)
Qty ‐ Total
System
Field Installation Unit
Price (note 4)
Work Order
Management Unit
Price (note 5)
Cross Dock Handling
Unit Price (note 6)
(Optional) Post
Installation Picture
Unit Price (note 7)
Other Costs
(note 8)
Are Prices Fixed for
Length of Contract?
(note 9) Extended Costs
1 1w EPI Vendor EPI Vendor Outdoor Pit Sets non ERT & all
encoder/registers All meter sizes
EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module Water Meter Systems Operator 1,067 see Tab 4 $0
1 2w EPI Vendor EPI Vendor Outdoor Pit Sets existing ERT & all
encoder/registers All meter sizes
EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module Water Meter Technician 12 see Tab 4 $0
2 3w EPI Vendor EPI Vendor Outdoor Wall
Remotes 3 wire & all encoder/registers All meter sizes
EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module
Inspection is required to reveal
3W vs 2W Water Meter Systems Operator 1,143 see Tab 4 $0
defer (note
2)
4w EPI Vendor EPI Vendor Outdoor Wall
Remotes 2 wire & all encoder/registers All meter sizes
EPI Vendor inspect & identify 2 wire config; install
remote/wall mount AMI comms module inside
premise; remove touchpad & install cover plate.
Inspection is required to reveal
3W vs 2W Water Meter Systems Operator 615 see Tab 4 $0
3 5w Fort Collins Fort Collins Indoor Meter Set existing ERT & all
encoder/registers All meter sizes
Install remote/wall mount AMI comms module
inside premise.
FC to replace approx 200 to 300
Appendix E - AMI End Point Installation Services Pricing Workbook
Tab 3 - Water Meter Information Only; No Vendor Pricing required
Responder:
Date
File Name
Water Meter, Encoder-Register Configuration Information
Meter Size Meter Manuf Type
Encoder/Register Make
& Model
ESTIMATE
ONLY of #
wires
Pit Mount
Quantity
Wall/
Remote
Mount
Quantity
5/8" x 3/4" Badger Disc Badger ADE 3 4,987 2,279
5/8" x 3/4" Badger Disc Badger ADE 2 0 5,180
5/8" x 3/4" Neptune Disc Pro Read 3 820 131
5/8" x 3/4" Neptune Disc Pro Read 2 0 14
5/8 X 3/4" ABB Piston
Neptune E-Coder or
Badger ADE 360
3/4" Badger Disc Badger ADE 3 6 17
3/4" Badger Disc Badger ADE 2 0 3,511
3/4" Neptune Disc Pro Read 3 1,675 8,725
3/4" Neptune Disc Pro Read 2 0 5,000
1" Badger Disc Badger ADE 3 450 60
1" Badger Disc Badger ADE 2 0 483
1" Neptune Disc Pro Read 3 580 125
1" Neptune Disc Pro Read 2 0 75
1" ABB Piston
Neptune E-Coder or
Badger ADE 330
1 1/2" Badger Disc Badger ADE 3 725 0
1 1/2" Badger Disc Badger ADE 2 0 58
1 1/2" Neptune Disc Pro Read 3 250 0
1 1/2" Neptune Disc Pro Read 2 0 1
1 1/2" Sensus Piston
Neptune E-Coder or
Badger ADE 3230
1 1/2" Sensus Piston
Neptune E-Coder or
Badger ADE 202
1 1/2" Neptune Turbine
Neptune E-Coder or
Badger ADE 3700
1 1/2 " Sensus Turbine
Neptune E-Coder or
Badger ADE 3140
1 1/2 " Sensus Turbine
Neptune E-Coder or
Badger ADE 200
2" Badger Disc Badger ADE 3 260 0
2" Badger Disc Badger ADE 2 0 20
2" Neptune Disc Pro Read 3 115 0
2" Neptune Disc Pro Read 2 0 0
2" Badger Turbine Badger ADE 3 20 0
Appendix E - AMI End Point Installation Services Pricing Workbook
Tab 4 Other Implementation Services Pricing
Responder: Sample Vendor Name Vendor to fill in these cells
Date 3-Nov-11
File Name Sample Vendor File Name.xls
Other Implementation Services and Support
Item Other Services and Requirements Unit of measure How many
Units Cost Desc. Unit $Cost
Are Prices Fixed
for Length of
Contract? (If 'No',
see 5 below)
Extended
Cost
(note 10)
1 Call Center
1a Call Center, Phase 1 months $/month $0
1b Call Center, Phase 2 months $/month $0
1c Call Center, Phase 3 months $/month $0
2 Post Installation Field Visits: (ref sect. 22.3.15.2)
2a 1S, 2S, 12S-Network unit rate 1 $/visit $0.00
2b 4S, 9S, 12S, 16S unit rate 1 $/visit $0.00
2c Pit Water set unit rate 1 $/visit $0.00
2d Outside remote/wall mount set unit rate 1 $/visit $0.00
2e Inside remote/wall mount set unit rate 1 $/visit $0.00
3 Hourly Wage Rates for Extra Work:
3a Electric Meter Technician (equivalent job classif) Fully Loaded Hourly Wage Rate 1 $/hour $0.00
3b Electronic Technician II (equivalent job classif) Fully Loaded Hourly Wage Rate 1 $/hour $0.00
3c Water Meter Systems Operator (equivalent job classif) Fully Loaded Hourly Wage Rate 1 $/hour $0.00
3d Water Meter Technician (equivalent job classif) Fully Loaded Hourly Wage Rate 1 $/hour $0.00
4
Facility Charge (ref. Sect. 19.1.5.1).
(Applicable only if Offeror procures its own Facility in lieu of
using the Fort Collins' provided facility).
months $/month $0
5
Project Management Services.
(monthly cost to provide project oversite and support for any
items not included under the Electric and Water Installation
Tabs)
months $/month $0
6 Other Pricing Items (as defined by Offeror)
6a $0.00
6b $0.00
6c $0.00
6d $0.00
6e $0.00
7 Is Escalation to be Applied?
7a Electric Meter Installation (note 9, Tab 1) % escalation effective 1/1/2013 % - -
7b Water Module Installation (note 9, Tab 2) % escalation effective 1/1/2013 % - -
7c Call Center % escalation effective 1/1/2013 % - -
7d Post Installation Field Visits % escalation effective 1/1/2013 % - -
7e Hourly Wage Rates for Extra Work % escalation effective 1/1/2013 % - -
7f Facility Charge % escalation effective 1/1/2013 % - -
7g Project Management Services % escalation effective 1/1/2013 % - -
7h Other (add) % escalation effective 1/1/2013 % - -
7i Example % escalation effective 1/1/2013 (all/ partial / n/a) % (express in %) - -
7j Example % escalation effective 1/1/2013 n/a % 0.00% - -
Total, All Services (Costs associated with escalation are calculated separately) $0
Note 9: From tabs 1 & 2: If Vendor's pricing is NOT fixed for life of contract, Vendor must provide explanation and inouts for 'escalation' on tab 4 ‐ Other Implementation Costs.
Appendix E - AMI End Point Installation Services Pricing Workbook
Tab 12 Assumptions & Exceptions
Responder: Sample Vendor Name
Date 3-Nov-11
File Name Sample Vendor File Name.xls
See Pricing Instructions document. Vendor to fill in these cells
Tab Item Sub-item/Line
Appendix E - AMI End Point Installation Services Pricing Workbook 10-7-11.xls Tab 5 Assumptions & Exceptions
Appendix F – Job Descriptions
City of Fort Collins
Classification Description
Title: Water Meter Systems Operator
Department: Water Utilities
FLSA Status: Nonexempt
Approved Date: June 1, 2007
SUMMARY
Inspects, installs, maintains and repairs water meters and water service lines in the
water distribution system.
ESSENTIAL DUTIES AND RESPONSIBILITIES: The following duties and
responsibilities are illustrative of the primary functions of this position and are not
intended to be all inclusive.
Inspects, installs, maintains, repairs, or replaces water meters, meter setters, meter pits,
curb boxes, automated meter reading (AMR) components and service lines.
Responds to customer service requests by answering questions, providing information,
resolving complaints or problems.
Operates and maintains variety of service equipment and power tools.
Maintains records such as service orders, inspection reports, material control
documents, map revisions, and daily logs.
Performs field service duties such as turn-on/off, pressure inspections, leak check, or
high consumption check.
Locates and repairs water lines, curb boxes, valve boxes, and meter pits.
Troubleshoots and resolves meter problems.
May operate commercial size vehicles such as crane trucks, dump trucks, and sewer
washer trucks.
May function as lead person on emergency call crew.
Directs and oversees work of temporary employees as assigned.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS: The requirements listed below are representative of the knowledge,
skills, and abilities required to perform the necessary functions of this position.
Ability to operate and maintain hand tools and power equipment.
Knowledge of State and City water metering acts/ordinances and trade association
standards.
Ability to use database and word processing software.
Knowledge of general equipment and vehicle maintenance repair.
Ability to write and maintain detailed and accurate records.
Working knowledge of water meters and installation specifications.
Knowledge of construction and plumbing techniques.
Knowledge of pipeline construction, specifications and safety practices.
General knowledge of wastewater systems, backflow prevention, and cross connection
control.
Ability to test, disassemble, repair and calibrate water meters.
Ability to establish and maintain effective working relationships with citizens and other
city employees.
EDUCATION and EXPERIENCE
High school diploma or GED plus a minimum of one to two years of related experience;
specialized training in water meter systems preferred; or equivalent combination of
education and experience.
LANGUAGE SKILLS
Ability to read and interpret documents such as safety rules, operating and maintenance
instructions, and procedure manuals. Ability to write routine reports and
correspondence. Ability to speak effectively to customers or employees of organization.
REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in
written, oral, or diagram form. Ability to deal with problems reasonably and effectively.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid Commercial Driver's License.
Colorado Water Distribution and Wastewater Collection Systems Level 3.
Confined Space Entry Certification.
Hazard Communication Certification.
PHYSICAL DEMANDS: The physical demands described here are representative of
those that must be met by an employee to successfully perform the essential functions
of this job.
While performing the duties of this job, the employee is regularly required to stand; walk;
sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance;
stoop, kneel, crouch, or crawl; and talk or hear. The employee must regularly lift and/or
move up to 50 pounds and frequently lift and/or move up to 100 pounds. Specific vision
abilities required by this job include close vision, and distance vision.
WORK ENVIRONMENT: The work environment characteristics described here are
representative of those an employee would encounter while performing the essential
functions of this job.
While performing the duties of this job, the employee is regularly exposed to wet and/or
humid conditions, moving mechanical parts, outside weather conditions, vermin and
vibration. The employee frequently works in a confined space. The employee is
frequently exposed to fumes or airborne particles, raw sewage, toxic or caustic
chemicals, and risk of electrical shock. The noise level in the work environment may be
loud.
Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.
City of Fort Collins
Classification Description
Title: Water Meter Technician
Department: Water Utilities
FLSA Status: Nonexempt
Approved Date: June 1, 2007
SUMMARY
Installs, inspects, repairs and tests water meters and related equipment.
ESSENTIAL DUTIES AND RESPONSIBILITIES: The following duties and
responsibilities are illustrative of the primary functions of this position and are not
intended to be all inclusive.
Tests water meters and automated meter reading (AMR) components for accuracy and
performance.
Inspects, installs, maintains, repairs or replaces water meters, meter setters, meter pits,
curb boxes, AMR components, and service lines.
Maintains records of water meters, service lines, maps, cross connections, confined
spaces, etc.
Assembles, installs, calibrates, maintains, and repairs, replaces, or removes water
meters for commercial and residential use.
Inspects water meters for conformance to standards.
Investigates leaks, water pressure problems, and high water consumption.
Recommends corrective action.
Inventories, requisitions, and issues parts and supplies such as meters, pipe, and tools.
Provides customer service by answering questions, providing information and referrals,
and resolving complaints and problems.
Tests and calibrates atmospheric gas detectors.
Locates curb and valve boxes, make adjustments and minor repairs.
Updates existing water meter boxes, pits, vaults, and meters that do not meet current
specifications.
Retrofits existing homes to accommodate water meters.
May direct and oversee the work of temporary employees.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS: The requirements listed below are representative of the knowledge,
skills and abilities required to perform the necessary functions of this position.
Ability to operate and maintain hand tools and power equipment.
Knowledge of State and City water metering acts/ordinances and trade association
standards.
Knowledge of pipeline construction, specifications, and safety.
Knowledge of water distribution systems, including construction and maintenance.
Ability to operate power operated hand tools and heavy equipment.
Ability to perform maintenance and repair of equipment.
Ability to do plumbing and carpentry work.
Ability to demonstrate good customer service skills and effectively deal with angry or
emotional customers.
Knowledge of basic math skills.
Ability to use database and word processing software.
Knowledge of confined space entry procedures, cross connection control, and back flow
prevention.
Ability to communicate well both orally and in writing.
EDUCATION and EXPERIENCE
High school diploma or GED; one to two years related experience; or equivalent
combination of education and experience.
LANGUAGE SKILLS
Ability to read and interpret documents such as safety rules, operating and maintenance
instructions, and procedure manuals. Ability to write routine reports and
correspondence. Ability to speak effectively before groups of customers or employees
of organization.
REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in
written, oral, or diagram form.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid Commercial Driver's License.
Water Distribution Certificate Level 3.
Confined Space Certification
Hazard Communication Certification.
PHYSICAL DEMANDS: The physical demands described here are representative of
those that must be met by an employee to successfully perform the essential functions
of this job.
While performing the duties of this job, the employee is regularly required to stand; walk;
use hands to finger, handle, or feel; reach with hands and arms; and stoop, kneel,
crouch, or crawl; and talk or hear. . The employee is occasionally required to sit; climb
or balance. The employee must regularly lift and/or move up to 50 pounds and
frequently lift and/or move up to 100 pounds. Specific vision abilities required by this job
include close vision and distance vision.
WORK ENVIRONMENT: The work environment characteristics described here are
representative of those an employee encounters while performing the essential functions
of this job.
While performing the duties of this job, the employee is regularly exposed to outside
weather conditions; fumes and airborne particles. The employee is frequently exposed
to moving mechanical parts. The employee is occasionally exposed to wet and/or humid
conditions, vermin, risk of electrical shock, and vibration. Must be able to work in
confined spaces. The noise level in the work environment may be loud.
Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.
City of Fort Collins
Classification Description
Title: Electric Meter Technician
Department: Electric Utilities
FLSA Status: Nonexempt
Approved Date: June 1, 2007
SUMMARY
Installs and maintains accurate billing electric meter systems. Repairs, calibrates and
tests meters and demand devices. Performs power quality investigations.
ESSENTIAL DUTIES AND RESPONSIBILITIES The following duties and
responsibilities are illustrative of the primary functions of this position and are not
intended to be all inclusive.
Calibrates single and three-phase watt-hour meters and demand devices.
Conducts tests on all new and returned meters.
Assists in the installation and control wiring of instrument rated metering systems, and
self-contained meters on buildings and business complexes.
Troubleshoots electronic meters and programming problems.
Disassembles instruments and examines parts for defects.
Repairs or replaces defective parts of instruments.
Reassembles instruments. Tests and calibrates new and repaired instruments.
Participates in the collection of readings from load survey meters and solid state
recorders.
Assists in the sample test program of single-phase meters and the change out program
of three-phase meters.
Reviews and verifies meter set orders for accurate billing.
Answers phone inquiries from the Utility Billing office and customers.
Enters data into computer on a daily basis.
Conducts field and shop meter inventory.
Issues instrument transformers and meter mounting devices to licensed electricians for
job site installation. Records data of materials used.
Assists staff in the investigation of diversion problems and power quality .
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS The requirements listed below are representative of the knowledge,
skills, and abilities required to perform the necessary functions of this position.
KNOWLEDGE, SKILLS AND ABILITIES
Knowledge of mechanical equipment and practices.
Working knowledge of electricity.
Ability to work with precision instruments and equipment which requires a high degree of
manual dexterity, such as meter testing devices, calibration equipment, precision
instruments, hand-held meter reading devices, personal computers, and telephone.
Ability to operate light automotive equipment.
Ability to read meters using hand-held devices.
Ability to read, write, and perform mathematical computations, accurately utilizing basic
mathematics and algebra.
Ability to follow oral and written instructions.
Ability to develop and maintain accurate records and reports.
Ability to work independently and in a team environment.
Ability to maintain flexibility and have a willingness to adapt to changing work demands
and environments.
EDUCATION and EXPERIENCE
High school diploma or general education degree (GED); one year related experience;
or equivalent combination of education and experience.
LANGUAGE SKILLS
Ability to read and interpret documents such as safety rules, operating and maintenance
instructions, and procedure manuals. Ability to write routine reports and
correspondence.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions,
proportions, percentages, area, circumference, and volume. Ability to apply concepts of
basic algebra and geometry.
REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in
written, oral, or diagram form.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid driver's license.
PHYSICAL DEMANDS The physical demands described here are representative of
those that must be met by an employee to successfully perform the essential functions
of this job.
While performing the duties of this job, the employee is regularly required to stand; walk;
sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel,
crouch, or crawl; and talk or hear. The employee must sometimes lift and/or move up to
100 pounds. Specific vision abilities required by this job include color vision.
WORK ENVIRONMENT The work environment characteristics described here are
representative of those an employee encounters while performing the essential functions
of this job.
While performing the duties of this job, the employee is regularly exposed to confined
spaces, risk of electrical shock, extreme weather conditions, and toxic or caustic
chemicals. The noise level in the work environment is usually moderate.
Reasonable accommodations may be made to enable individuals with disabilities
perform the essential functions.
City of Fort Collins
Classification Description
Title: Electronic Technician II
Department: Electric Utilities
FLSA Status: Nonexempt
Approved Date: June 1, 2007
SUMMARY
Installs, programs, analyzes, and maintains electric power revenue and research meters
and investigates data transmission, power quality, meter problems and equipment.
ESSENTIAL DUTIES AND RESPONSIBILITIES The following duties and
responsibilities are illustrative of the primary functions of this position and are not
intended to be all inclusive.
Maintains records tracking all of the revenue and load research meters and their
characteristics.
Database development, maintenance and improvements.
Installs, maintains, and overhauls electronic and electro-mechanical meters and
electronic billing recorders.
Services electronic metering and power quality products.
Programs electronic meters and updates existing software/firmware.
Collects, analyzes and verifies data from revenue and load research meters.
Investigates voltage and power quality problems, analyzes results, and prepares reports
and charts in response to customer inquiries.
Investigates energy diversions and high bill complaints.
Evaluates new technologies related to metering, data transmission systems and power
quality.
Informs customers, contractors, and engineers of City's voltage tolerances and electrical
metering installation requirements.
Provides load survey data to external and internal customers.
SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.
QUALIFICATIONS: The requirements listed below are representative of the knowledge,
skills and abilities required to perform the necessary functions of this position.
KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge of high voltage and low voltage safety practices.
Knowledge of algebra and geometry.
Knowledge of City voltage tolerances and electrical metering installation specifications.
Knowledge of oscilloscopes and power line analyzers.
Knowledge of electronic telephone and radio data transmission systems.
Basic computer skills and familiarity with computer graphics software packages.
Ability to operate, retrieve data and troubleshoot specialized software packages used to
program meters and analyzers.
Ability to prepare bid specifications.
Skilled in maintenance and repair of meters and related equipment.
Ability to improvise in the use of equipment and technology.
General knowledge of electrical theory and application.
EDUCATION AND EXPERIENCE
High school diploma or GED; specialized training in electronics, electrical engineering, or
related field; five years related experience in meter technology in an electric utility; or
equivalent combination of education and experience.
LANGUAGE SKILLS
Ability to read and comprehend instructions, correspondence, and memos. Ability to
write correspondence. Ability to read and comprehend technical manuals and
periodicals which are not simple and are required to perform job duties. Ability to
effectively present information in one-on-one and small group situations to customers,
clients, and other employees of the organization.
REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in
written, oral, or diagram form.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid driver's license.
PHYSICAL DEMANDS: The physical demands described here are representative of
those that must be met by an employee to successfully perform the essential functions
of this job.
While performing the duties of this job, the employee is regularly required to use hands
to finger, handle, or feel. The employee frequently is required to stand; walk; sit; reach
with hands and arms; and talk or hear. The employee is occasionally required to climb
or balance; and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or
move up to 40 pounds and occasionally lift and/or move up to 100 pounds.
WORK ENVIRONMENT: The work environment characteristics described here are
representative of those an employee encounters while performing the essential functions
of this job.
While performing the duties of this job, the employee is regularly exposed to risk of
electrical shock. The employee is frequently exposed to outside weather conditions.
The employee is occasionally exposed to moving mechanical parts, fumes or airborne
particles, and toxic or caustic chemicals. The noise level in the indoor work environment
is usually quiet however field work is often noisy.
Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.
Appendix G ‐AMI Electric & Water Deployment – Initial Plan
10/4/2011 Updated ELECTRIC: WATER: COMBINED:
Total Electric: 65,000 Total Water: 33,700 Total Combined: 98,700
% Polyphase/CT‐Rated: 6.28% ('meter forms') Commercial: 5.0% (est'd) Poly/Commercial: 5.8% (est'd)
Vendor to fill in these cells Residential: 60,918 Residential: 32,015 Residential: 92,933
Polyphase/CT‐Rated: 4,082 Commercial 1,685 Poly/Commercial 5,767
VENDOR/RESIDENTIAL ‐ 1S, 2S, 12S Polyphase/CT‐Rated ‐ 3S, 4S, 5S, 9S, 15S, 16S All Electric Meters
Month # installers
avg meters per
day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all
persons
Cumulative
Meters installed # installers
avg meters
per day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all persons
Cumulative
Meters installed # installers
avg meters
per day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all
persons
Cumulative
Meters installed
By Phase, Cum.
Meters installed
By Year, Cum.
Meters installed
February‐12 1 500 2000 2000 0.5 10 25 100 100 0.5 10 525 2100 2100 2100 2100
AMI/MDMS March‐12 2 800 3200 5200 0.5 10 25 100 200 0.5 10 825 3300 5400 5400 5400
Phase 1 April‐12 3 0 0 5200 0.0 0 0 0 200 0 0 0 0 5400 5400 5400
May‐12 4 0 0 5200 0.0 0 0 0 200 0 0 0 0 5400 5400 8% Phase 1 5400
June‐12 5 1000 4000 9200 2.0 10 100 400 600 2 10 1100 4400 9800 4400 9800
AMI/MDMS July‐12 6 1000 4000 13200 2.0 10 100 400 1000 2 10 1100 4400 14200 8800 14200
Phase 2 August‐12 7 1000 4000 17200 2.0 10 100 400 1400 2 10 1100 4400 18600 13200 18600
September‐12 8 1000 4000 21200 2.0 10 100 400 1800 2 10 1100 4400 23000 17600 23000
October‐12 9 1250 5000 26200 2.0 10 100 400 2200 2 10 1350 5400 28400 23000 35% Phase 2 28400
November‐12 10 1500 6000 32200 2.0 10 100 400 2600 2 10 1600 6400 34800 6400 34800
December‐12 11 1500 6000 38200 2.0 10 100 400 3000 2 10 1600 6400 41200 12800 41200 62% 2012
AMI/MDMS January‐13 12 1500 6000 44200 2.0 10 100 400 3400 2 10 1600 6400 47600 19200 6400
Phase 3 February‐13 13 1500 6000 50200 2.0 10 100 400 3800 2 10 1600 6400 54000 25600 12800
March‐13 14 1500 6000 56200 0.0 10 0 0 3800 0 10 1500 6000 60000 31600 18800
April‐13 15 1500 6000 62200 0.0 10 0 0 3800 0 10 1500 6000 66000 37600 57% Phase 3 24800
AMI/MDMS May‐13 16 0 0 62200 0.0 10 0 0 3800 0 10 0 0 66000 0 24800
TECHNOLOGY REVIEW COMMITTEE
Qualification Questionnaire
1
10/07/11
Appendix I – Bidder IT Questionnaire Date submitted:
Offeror:
What database(s) does the application use?
If Oracle, what version? Is application Web-Enabled?
How often are upgrades to application available and who will be responsible for testing/migration/
implementation – IT or vendor?
Is proposed solution client/server? How many tiers in client/server based solution?
Will it need a dedicated application server(s), or can it co-exist with other applications and
databases?
Is solution dependent on products requiring own licensing? (i.e. Exchange, Windows Server, Terminal Server,
SQL Server, AIX, Oracle, any other products)
How much network bandwidth is required for the application to perform?
How much server storage is required to host the application and non-Oracle data?
What network protocols are used in application?
Does application support existing standard operating systems (AIX, Windows Server 2008)?
Does application run on a supported standard operating system (AIX 6.1, Windows Server 2008)?
Does application lend itself to be on Citrix? Windows Terminal Server?
Will database and application reside on separate operating systems (i.e., application on Windows
Server and database on Oracle on AIX)?
Will standard backup software be used for this application (TSM)? Are you prepared to purchase
the new licenses to backup the application? Additional media if required?
Does application need to be available 7x24? If so, is redundancy built in to the hardware and
software purchased to operate it (i.e., redundant servers, High Availability software, and mirrored
disk within the SAN)?
Will hardware purchased (i.e., server, memory, disk) cover expected growth for the first two years?
Security:
For Offeror supplied software, does internal security exist?
Special security issues or requirements?
Disaster Recovery:
What are critical files in new system needed to be backed up, stored offsite to be used for
recovery? Consider requirements for full recovery vs. bare bone minimum.
Any special recovery needs? (ex., Is there equipment or software unique to this system?)
Backups, archival and offsite storage requirements:
What volume expected? Offsite storage required?
TECHNOLOGY REVIEW COMMITTEE
Qualification Questionnaire
2
10/07/11
What platform will be support and perform these backups?
Does this request require additional investment in:
3rd party Hosting Services (application, operations,
call center, internet)
Disk / DASD
Tape Subsystem
Other applications / systems (ex. CIS required upgrades to Voice Response System, Bell & Howell mail processing
equipment, change in bill stock forms/envelopes, remittance processing systems, meter reading route management, amendments
to external service contracts)
Telecommunications:
Describe any internal telecommunications
facilities/systems required (i.e., new circuit,
additional bandwidth, ACO, VRUs, etc.)
Describe any external telecommunications
facilities/systems required (i.e., CDPD,
wireless, WAN, long haul).
Appendix J – Fort Collins Provided Warehouse/Cross Dock Facility
This Appendix provides an overview of the facilities that the City of Fort Collins Utilities proposes to
make available for use to the Offeror for the duration of the AMI End Point Installation Services
contract.
Address: 700 Wood Street, Fort Collins, CO 80521
General: Fort Collins will provide the Offeror with the facilities as described herein. These facilities
are located within Fort Collins Utilities Electric and Water Service Center.
Fort Collins believes it is very important to integrate the Offeror’s work activities into its Service Center
operations to allow Fort Collins the opportunity to foster a strong working relationship between the
Offeror’s workforce team, and the City of Fort Collins Utilities. The use of the proposed space also
allows Fort Collins to provide superior logistical support of the Offeror’s operations.
Warehouse/Cross Dock Description: Fort Collins will provide the Offeror with the facilities as shown
herein. The warehouse/cross dock facility is a contiguous space that is approx. 71’ x 26’ (+/-) that is
located at ground level and adjacent to the parking areas as shown. This space contains two large bays,
and two small bays, all of which have roll up doors and which can accommodate the ability for vehicles
to back into, so as to support the daily loading and unloading of meters, modules, and related materials.
The rear of the interior of this space is a raised loading dock approx. four feet high; this raised space is
NOT included in the above dimensions, and is assumed to not be of interest/use by the Offeror.
However, should Offeror wish to share the use of this raised loading dock space with Fort Collins, Fort
Collins would be amenable to that. Should the Offeror decline the need for this raised space, Fort
Collins will work with Offeror and provide appropriate security measures to minimize access between
this upper loading dock area and the Offeror’s lower, ground level space.
This entire warehouse space is heated.
This space is appended to Fort Collins main materials facility. In that main materials facility, Fort
Collins will house, manage and store the bulk AMI meters and water modules, so as to reduce the foot
print of the space needed by the Offeror. On a daily or periodic basis as is needed by the Offeror, Fort
Collins deliver electric meters and water modules to the Offeror’s warehouse space, either at ground
level or atop the loading dock, whichever the Offeror requires.
Office Space: As shown in the Site Plan attached herein, Fort Collins will provide and furnish the
Offeror with Office space located approx 100 yards across the yard in the Water Dept. building as
shown. Offeror will be co-located with Fort Collins Utilities personnel.
Bathrooms and Break Rooms: Fort Collins will provide use of bathrooms and break room within the
Water Dept. building as shown herein. Offeror’s use will be shared with Fort Collins personnel.
Employee Parking: Employee vehicle parking will be co-located with Fort Collins employees in front
of the Service Center as shown in the site plan contained herein. No employee parking is allowed within
the interior Service Center yard.
Work Vehicle Parking: Offeror will be provided with secured and fenced parking within the Utilities
Service Center yard for its vehicles. This parking is located in the space between the Warehouse and
Water Dept. building, and along the east fence immediately adjacent to this same yard space.
Scrapping Bins. Fort Collins will work with the Offeror to provide smaller, rolling style scrap bins that
will be delivered to the Offeror’s warehouse space, for Offeror’s daily use as required to support
meter/module scrapping activities as required in the RFP. These will be staged in a manner that is
effective for Offeror’s warehouse personnel to efficiently conduct its’ daily activities, but without
impairing the flow of vehicle traffic in the yard.
Warehouse/Cross Dock Facility
700 Wood Street
(Southeast Angle) West Facing Entrance (Northeast Angle)
(East View) (Northeast View) (West View)
(North View) (South View)
SITE PLAN, Fort Collins Utilities Service Center 700 Wood Street
Utilities
Water Meter Shop
700 Wood St. Bldg D
PO Box 580
Fort Collins, CO 80522
970.221.6759
970.221.6648
fcgov.com/utilities
Appendix K1
Water Meter Wiring Procedures
Outside Installations - Meter Box / Meter Pit / Meter Vault
Applications
August 4th, 2011
Contacts:
Mike L. Herbst
Water Utility Field
Operations Superintendent
700 Wood Street Bldg D
Fort Collins, CO 80521
Phone: (970) 221-6759
Fax: (970) 221-6648
mherbst@fcgov.com
Water Meter Wiring Procedures – Pit/Box Applications
2
Table of Contents
1 Purpose .................................................................................................................... 3
2 Application ............................................................................................................... 3
3 Materials .................................................................................................................. 3
3.1 Wire .................................................................................................................. 3
3.2 Splicing Materials .............................................................................................. 3
3.3 Cable Ties ......................................................................................................... 3
3.4 Tools ................................................................................................................. 3
4 Procedures ............................................................................................................... 4
4.1 Step 1: Prepare Wire ........................................................................................ 4
4.2 Step 2: Make Splice .......................................................................................... 4
4.3 Step 3: Add Strain-Relief................................................................................... 4
4.4 Step 4: Protect From Moisture .......................................................................... 4
5 Illustrations ............................................................................................................... 5
Water Meter Wiring Procedures – Pit/Box Applications
3
1 Purpose
The purpose of this document will be to outline the specific wiring installation
requirements of water meters within the City of Fort Collins’s service area. All water
meters in the City of Fort Collins feature devices for delivering the meter reading
remotely. These devices include Touchpads, Visulinks, and ERT radio modules,
and all interface with the meter’s register by means of a wire. Any wiring splices
made between these components must comply with the specifications set forth in
this document.
2 Application
The following specifications are applicable to water meters with remote reading
devices installed in outside locations such as meter boxes, pits, and vaults. For
water meters installed in inside locations (basements, crawl spaces, etc.) please
see the document titled, Water Meter Wiring Procedures for Communication Module
Installation..
3 Materials
The following materials shall be used when wiring remote reading devices to water
meters:
3.1 Wire
20 AWG, Four-Conductor Bell Wire. Wire must be solid core copper.
Conductors must be insulated with PVC sheathing and color-coded. Must meet
NEC Class 2 or FPL Sunlight Resistant ratings.
3.2 Splicing Materials
All wire splices must use the following materials:
3M Scotchlok UY2 Connectors
3M DBR Direct Bury Splice
3.3 Cable Ties
Cable ties must be high-quality, made from nylon, and be rated for a
temperature range of -40°F to 185°F. Ties must be approximately 5mm wide
and have a minimum diameter of 2mm.
3.4 Tools
The 3M UY2 connectors require the use of a 3M E-9Y crimping tool for
installation.
Water Meter Wiring Procedures – Pit/Box Applications
4
4 Procedures
The acceptable splicing procedure is outline in the following steps:
4.1 Step 1: Prepare Wire
1. Remove any old splices (Figure 1)
2. If the reading device being removed is a touchpad, cut the wire 12 inches
from the touchpad leaving a consistent pigtail if the device needs to be
reused. All touchpads should be returned the Water Meter Shop. (Figure 1)
3. Strip 2” of the outer sheathing from the wire. Only remove the outer sheath -
be careful not to damage the insulation around the individual conductors
underneath. (Figure 2)
4. Cut the conductors in a staggered pattern. Red conductors should protrude
1.75” from the outer sheathing, black 1.25” and green 0.75”. (Figure 3)
4.2 Step 2: Make Splice
1. Slide the conductors to be joined into 3M UY2 connectors. Do not strip
insulation from the conductors. (Figure 4)
2. Using the 3M E-9Y crimping tool, press the blade of the connector down onto
the conductors. (Figure 5)
3. Verify that the conductors are securely locked into the UY2 connector
4.3 Step 3: Add Strain-Relief
1. Using one cable tie, create a strain-relief for the splice. Wrap the tie around
both wires at 0.5” from the end of the outer sheathing. Tighten tie until secure
and trim off excess. (Figure 6)
4.4 Step 4: Protect From Moisture
1. Insert the splice into the 3M DBR Direct Bury Splice Cup. (Figure 7)
2. Direct each wire out of a separate opening in the cap of the DBR Cup and
close the cap securely.
3. Place a final cable tie around the wire pair at 2” from the cap of the DBR
Cup. Trim off excess. (Figure 8)
Water Meter Wiring Procedures – Pit/Box Applications
5
5 Illustrations
Figure 1 - Remove old splice and touchpad. Cut wire 12” from
touchpad and return touchpad to Water Meter Shop
Figure 2 - Strip sheathing from wire
Water Meter Wiring Procedures – Pit/Box Applications
6
Figure 3 - Cut conductors in a staggered pattern
Figure 4 - Install UY2 Connectors Beginning With the Red
Conductor
Figure 4b – Splice The Black
Conductors to Each Other
Figure 4c – Splice the Green
Conductors to Each Other
Water Meter Wiring Procedures – Pit/Box Applications
7
Figure 5 - Use crimping tool to create splice
Figure 6 - Use cable tie to create strain-relief
Water Meter Wiring Procedures – Pit/Box Applications
8
Figure 7 - Use 3M DBR Cup to protect splice from moisture
Figure 8 - Use cable tie to create final strain-relief outside DBR
Cup
Water Meter Wiring Procedures – Pit/Box Applications
9
Figure 9 - A typical touchpad installation on a meter box (3/4” and
1” meters)
Figure 10 – A typical touchpad installation for a meter pit (1 ½”
and larger meters). This photo shows a compound meter
installation with both a high-side touchpad and a low-side
touchpad.
Water Meter Wiring Procedures – Pit/Box Applications
10
Figure 11 – This photo shows a non-standard touchpad installation. Because
the meter pit lid is located in a sidewalk, there is no room for AMI pods. The
touchpads had to be mounted on the lid.
Utilities
Water Meter Shop
700 Wood St. Bldg D
PO Box 580
Fort Collins, CO 80522
970.221.6759
970.221.6648
fcgov.com/utilities
Appendix K2
Water Meter Wiring Procedures
For
Inside Installation - Communication Modules
August 4th, 2011
Contacts:
Mike L. Herbst
Water Utility Field
Operations Superintendent
700 Wood Street Bldg D
Fort Collins, CO 80521
Phone: (970) 221-6759
Fax: (970) 221-6648
mherbst@fcgov.com
Water Meter Wiring Procedures – Pit/Box Applications
2
Table of Contents
1 Purpose .................................................................................................................... 3
2 Application ............................................................................................................... 3
3 Materials .................................................................................................................. 3
3.1 Wire .................................................................................................................. 3
3.2 Splicing Connectors .......................................................................................... 3
3.3 Electrical Tape .................................................................................................. 3
3.4 Cable Ties ......................................................................................................... 4
3.5 Tools ................................................................................................................. 4
4 Procedures ............................................................................................................... 5
4.1 Step 1: Prepare Wire ........................................................................................ 5
4.2 Step 2: Make Splice .......................................................................................... 5
4.3 Step 3: Protect From Moisture .......................................................................... 6
5 Illustrations ............................................................................................................... 7
Water Meter Wiring Procedures – Pit/Box Applications
3
1 Purpose
The purpose of this document will be to outline the specific wiring installation
requirements of water meters and their corresponding communication modules
within the City of Fort Collins’s service area. All water meters in the City of Fort
Collins feature devices for delivering the meter reading remotely. These devices
include Touchpads, Visulinks, and ERT radio modules, and all of which interface
with the meter’s register by means of a wire. Installation of a communication device
frequently requires a splice to be made in this wiring. Any wiring splices made
between these components must comply with the specifications set forth in this
document.
2 Application
The following specifications are applicable to water meters installed at inside
locations such as basements, crawl spaces, etc. and for wall-mounted
communication modules. For specifications applicable to water meters installed in
outside locations (meter boxes, pits, and vaults) please see the document titled,
Water Meter Wiring Procedures – Outside Applications.
3 Materials
The following materials shall be used when wiring remote reading devices to water
meters:
3.1 Wire
20 AWG, Four-Conductor Bell Wire. Wire must be solid core copper.
Conductors must be insulated with PVC sheathing and color-coded. Must meet
NEC Class 2 or FPL Sunlight Resistant ratings.
3.2 Splicing Connectors
For splices between 20 AWG wire, the following connector must be used:
3M Scotchlok UY2 Connectors
For splices between 14 AWG Romex and 20 AWG Bell wire, the following
connector must be used:
Wire-Nut rated for 600 Volts with a minimum capacity of 1 #18 AWG
and 1 #20 AWG wire and a maximum capacity of 4 #16 AWG and 1
#20 AWG wire.
3.3 Electrical Tape
Electrical tape must be 0.75” wide, 0.0085” thick, made from vinyl, flame
retardant, cold resistant, sunlight resistant, rated for 600 Volts, and rated for a
temperature range of 0°F to 220°F.
Water Meter Wiring Procedures – Pit/Box Applications
4
3.4 Cable Ties
Cable ties must be high-quality, made from nylon, and be rated for a
temperature range of -40°F to 185°F. Ties must be approximately 5mm wide
and have a minimum diameter of 2mm.
3.5 Tools
The 3M UY2 connectors require the use of a 3M E-9Y crimping tool for
installation.
Water Meter Wiring Procedures – Pit/Box Applications
5
4 Procedures
The acceptable splicing procedure is outline in the following steps:
4.1 Step 1: Prepare Wire
1. Remove old remote reading device and inspect wire. Typical installations will
feature 20 AWG Bell wire, which may be spliced directly to the
communication module. Atypical installations will feature 14 AWG Romex
wiring. (Figure 1) This type of wiring must be fitted with a 20 AWG Bell wire
pigtail prior to splicing to the communication module. Please see the
additional procedure described below for further instruction on fitting this
pigtail.
2. Verify a minimum of two feet of extra Bell wire at the mounting point for the
communication module (Figure 14)
3. Prepare the Bell wire for connection to the communication device by
removing 1.5” of insulation from the end of the wire. Take care not to damage
the individual conductors underneath and do not remove any insulation from
the conductors. (Figure 15)
4.2 Step 2: Make Splice
1. Remove the rear cover of the communication module and find the three
color-coded conductors. (Figures 16 – 18)
2. Using 3M UY2 connectors, connect the appropriate Bell wire conductors to
their corresponding communication module conductors. (Figures 19 – 21)
3. Using the 3M E-9Y crimping tool, press the blade of the connector down onto
the conductors. (Figure 22)
Atypical Installations – Additional Procedure: If a Bell wire pigtail must be
fitted, the following procedure should be used:
a. Strip 3” of insulation from end of wire (Figure 3)
b. Cut conductors in a staggered pattern as shown in Figure 4
c. Strip 0.75” of insulation from the end of each conductor
d. Repeat the preceding steps to prepare the Bell wire pigtail.
(Figures 5 – 7)
e. Using wire-nuts, connect the black Romex conductor to the
blue Bell conductor, the white Romex conductor to the red Bell
conductor, and the uninsulated Romex ground conductor to the
green Bell conductor. (Figures 8 -10)
f. Wrap the entire connection with vinyl electrical tape and secure
inside junction box, wall, or garage. (Figures 11 -13)
Once the Bell wire pigtail has been fitted, the installation procedure
can continue as it would for a typical installation.
Water Meter Wiring Procedures – Pit/Box Applications
6
4. Verify that the conductors are securely locked into the UY2 connector
4.3 Step 3: Protect From Moisture
1. Neatly coil excess wire and place it inside the communication module’s
wiring compartment along with the completed splice. (Figure 23)
2. Reinstall the communication module’s rear cover being careful to route the
wire through the notch cut in the cover. Also take note of the two “UP”
markings on the module case. Use these markings to properly orient the
case halves. (Figure 24)
3. Lastly, secure the communication module to the side of the structure.
Water Meter Wiring Procedures – Pit/Box Applications
7
5 Illustrations
Figure 1 - Remove old device and inspect
wiring. This wiring is Romex and the ground
wire was cut too short to splice inside
junction box.
Figure 2 – Because it is Romex wiring and
the ground wire is short, a Bell wire pigtail
will have to be spliced inside the garage
Figure 3 - Wiring removed from junction box Figure 4 - Cut wire in staggered pattern
Figure 5 - Strip 3" of insulation from end of
Bell wire pigtail
Figure 6 - Cut pigtail conductors in
matching staggered pattern
Water Meter Wiring Procedures – Pit/Box Applications
8
Figure 7 - Strip 0.75" of insulation off
conductor ends
Figure 8 - Use wire-nuts to splice the black
Romex conductor to the blue Bell conductor
Figure 9 - Splice the white Romex conductor
to the red Bell Conductor
Figure 10 - Splice the bare Romex ground
conductor to the green Bell conductor
Figure 11 - Straighten and align splices for
bundling
Figure 12 - Wrap bundle with tape
Water Meter Wiring Procedures – Pit/Box Applications
9
Figure 13 - Secure wiring Figure 14 - Verify a minimum of 2 ft. of extra
Bell wire
Figure 15 - Strip 1.5" of outer sheathing
from Bell wire Figure 16 - Locate communication module
Figure 17 - Remove rear case cover Figure 18 - Locate module conductors
Water Meter Wiring Procedures – Pit/Box Applications
10
Figure 19 - Connect red Bell conductor to
red module conductor with 3m UY2
connector
Figure 20 - Connect black conductors
together with UY2 connector
Figure 21 - Connect green conductors with
UY2 connector
Figure 22 - Use 3M E-9Y crimping tool to
secure connections
Figure 23 - Coil extra wire and splice in the
module’s wiring compartment
Figure 24 - Properly orient case cover using
markings and wire notch. Reinstall cover
and affix module to structure
Appendix E - AMI End Point Installation Services Pricing Workbook
1. Please provide the name of your company here: = company_name (transfers company name to other sheets)
2. Please provide as a hard coded item the date of your submittal here: = submittal_date (transfers date to other sheets)
3. Please provide as a hard coded item the name of your file here. = file_name (transfers file name to other sheets)
Please include the name of your company in the file name:
Sample Vendor Name
Sample Vendor File Name.xls
11/3/2011
Appendix E - AMI End Point Installation Services Pricing Workbook 10-7-11.xls Information
Appendix E - AMI End Point Installation Services Pricing Workbook
Tab 1 - Electric Meter Installation Pricing
Responder: Vendor to fill in these cells
Date
File Name
Phase 1 - Electric Only Pricing
Ref. Item Responsibility Meter Configuration Meter Form Requirements Notes
EPI Vendor Workforce
Required Competencies (note 1)
Qty ‐ Total
System
Field Installation
Unit Price (note 4)
Work Order
Management Unit
Price (note 5)
Cross Dock Handling
Unit Price (note 6)
(Optional) Post
Installation Picture
Unit Price (note 7)
Other Costs
(note 8)
Are Prices Fixed for
Length of Contract?
(note 9)
Extended Costs (note
10)
1e Fort Collins - Single Phase Self-Contained 1S, 2S,
12S-Network
Fort Collins to perform Phase 1 installation of
these meter forms.
Fort Colins intends to provide all
labor for Phase 1 Electric Meter Technician 6,093 n/a see Tab 4 $0
2e Fort Collins - Single Phase Self-Contained 2S-Class 320 Fort Collins to perform Fort Colins intends to provide all
labor for Phase 1 Electronic Technician II 0 n/a see Tab 4 $0
3e Fort Collins - Single Phase A-base meter
replacement Various Fort Collins to perform
Fort Colins intends to provide all
labor for Phase 1 Electronic Technician II 0 n/a see Tab 4 $0
4e Fort Collins - Single Phase Transformer-Rated 3S, 4S Fort Collins to perform Fort Colins intends to provide all
labor for Phase 1 Electronic Technician II 10 n/a see Tab 4 $0
5e Fort Collins - Three Phase Transformer-Rated 5S, 6S, 8S, 9S Fort Collins to perform Fort Colins intends to provide all
labor for Phase 1 Electronic Technician II 7 n/a see Tab 4 $0
6e Fort Collins - Three Phase Self-Contained 13S, 14S, 15S,
16S Fort Collins to perform
Fort Colins intends to provide all
labor for Phase 1 Electronic Technician II 43 n/a see Tab 4 $0
7e Fort Collins - Three-Phase, C&I, GS50 & GS750,
some with KYZ
Various 3 phase
polyphase Fort Collins to perform
Fort Colins intends to provide all
labor for Phase 1 Electronic Technician II 0 n/a see Tab 4 $0
Totals 6,153 $0.00 $0.00 $0.00 $0.00 (excludes Note 2's & 7's) $0
Phase 2 & 3 - Electric Only Pricing
Ref. Item Responsibility Meter Configuration Meter Form Requirements Notes
EPI Vendor Workforce
Required Competencies (note 1)
Qty ‐ Total
Appendix E - AMI End Point Installation Services Pricing Workbook
Tab 2 - Water Communications Module Installation Pricing
Responder: Vendor to fill in these cells
Date
File Name
Phase 1 ‐ Water Only Pricing
Priority
Ref.
Item
Initial
Responsibility
Final
Responsibility Location Meter Configuration Meter Size Requirements Notes
EPI Vendor Workforce
Required Competencies (note 1)
Qty ‐ Total
System
Field Installation Unit
Price (note 4)
Work Order
Management Unit
Price (note 5)
Cross Dock Handling
Unit Price (note 6)
(Optional) Post
Installation Picture
Unit Price (note 7)
Other Costs
(note 8)
Are Prices Fixed for
Length of Contract?
(note 9) Extended Costs
1 1w EPI Vendor EPI Vendor Outdoor Pit Sets non ERT & all
encoder/registers All meter sizes
EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module Water Meter Systems Operator 1,067 see Tab 4 $0
1 2w EPI Vendor EPI Vendor Outdoor Pit Sets existing ERT & all
encoder/registers All meter sizes
EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module Water Meter Technician 12 see Tab 4 $0
2 3w EPI Vendor EPI Vendor Outdoor Wall
Remotes 3 wire & all encoder/registers All meter sizes
EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module
Inspection is required to reveal
3W vs 2W Water Meter Systems Operator 1,143 see Tab 4 $0
defer (note
2)
4w EPI Vendor EPI Vendor Outdoor Wall
Remotes 2 wire & all encoder/registers All meter sizes
EPI Vendor inspect & identify 2 wire config; install
remote/wall mount AMI comms module inside
premise; remove touchpad & install cover plate.
Inspection is required to reveal
3W vs 2W Water Meter Systems Operator 615 see Tab 4 $0
3 5w Fort Collins Fort Collins Indoor Meter Set existing ERT & all
encoder/registers All meter sizes
Install remote/wall mount AMI comms module
inside premise.
FC to replace approx 200 to 300
Appendix E - AMI End Point Installation Services Pricing Workbook
Tab 3 - Water Meter Information Only; No Vendor Pricing required
Responder:
Date
File Name
Water Meter, Encoder-Register Configuration Information
Meter Size Meter Manuf Type
Encoder/Register Make
& Model
ESTIMATE
ONLY of #
wires
Pit Mount
Quantity
Wall/
Remote
Mount
Quantity
5/8" x 3/4" Badger Disc Badger ADE 3 4,987 2,279
5/8" x 3/4" Badger Disc Badger ADE 2 0 5,180
5/8" x 3/4" Neptune Disc Pro Read 3 820 131
5/8" x 3/4" Neptune Disc Pro Read 2 0 14
5/8 X 3/4" ABB Piston
Neptune E-Coder or
Badger ADE 360
3/4" Badger Disc Badger ADE 3 6 17
3/4" Badger Disc Badger ADE 2 0 3,511
3/4" Neptune Disc Pro Read 3 1,675 8,725
3/4" Neptune Disc Pro Read 2 0 5,000
1" Badger Disc Badger ADE 3 450 60
1" Badger Disc Badger ADE 2 0 483
1" Neptune Disc Pro Read 3 580 125
1" Neptune Disc Pro Read 2 0 75
1" ABB Piston
Neptune E-Coder or
Badger ADE 330
1 1/2" Badger Disc Badger ADE 3 725 0
1 1/2" Badger Disc Badger ADE 2 0 58
1 1/2" Neptune Disc Pro Read 3 250 0
1 1/2" Neptune Disc Pro Read 2 0 1
1 1/2" Sensus Piston
Neptune E-Coder or
Badger ADE 3230
1 1/2" Sensus Piston
Neptune E-Coder or
Badger ADE 202
1 1/2" Neptune Turbine
Neptune E-Coder or
Badger ADE 3700
1 1/2 " Sensus Turbine
Neptune E-Coder or
Badger ADE 3140
1 1/2 " Sensus Turbine
Neptune E-Coder or
Badger ADE 200
2" Badger Disc Badger ADE 3 260 0
2" Badger Disc Badger ADE 2 0 20
2" Neptune Disc Pro Read 3 115 0
2" Neptune Disc Pro Read 2 0 0
2" Badger Turbine Badger ADE 3 20 0
Appendix E - AMI End Point Installation Services Pricing Workbook
Tab 4 Other Implementation Services Pricing
Responder: Sample Vendor Name Vendor to fill in these cells
Date 3-Nov-11
File Name Sample Vendor File Name.xls
Other Implementation Services and Support
Item Other Services and Requirements Unit of measure How many
Units Cost Desc. Unit $Cost
Are Prices Fixed
for Length of
Contract? (If 'No',
see 5 below)
Extended
Cost
(note 10)
1 Call Center
1a Call Center, Phase 1 months $/month $0
1b Call Center, Phase 2 months $/month $0
1c Call Center, Phase 3 months $/month $0
2 Post Installation Field Visits: (ref sect. 22.3.15.2)
2a 1S, 2S, 12S-Network unit rate 1 $/visit $0.00
2b 4S, 9S, 12S, 16S unit rate 1 $/visit $0.00
2c Pit Water set unit rate 1 $/visit $0.00
2d Outside remote/wall mount set unit rate 1 $/visit $0.00
2e Inside remote/wall mount set unit rate 1 $/visit $0.00
3 Hourly Wage Rates for Extra Work:
3a Electric Meter Technician (equivalent job classif) Fully Loaded Hourly Wage Rate 1 $/hour $0.00
3b Electronic Technician II (equivalent job classif) Fully Loaded Hourly Wage Rate 1 $/hour $0.00
3c Water Meter Systems Operator (equivalent job classif) Fully Loaded Hourly Wage Rate 1 $/hour $0.00
3d Water Meter Technician (equivalent job classif) Fully Loaded Hourly Wage Rate 1 $/hour $0.00
4
Facility Charge (ref. Sect. 19.1.5.1).
(Applicable only if Offeror procures its own Facility in lieu of
using the Fort Collins' provided facility).
months $/month $0
5
Project Management Services.
(monthly cost to provide project oversite and support for any
items not included under the Electric and Water Installation
Tabs)
months $/month $0
6 Other Pricing Items (as defined by Offeror)
6a $0.00
6b $0.00
6c $0.00
6d $0.00
6e $0.00
7 Is Escalation to be Applied?
7a Electric Meter Installation (note 9, Tab 1) % escalation effective 1/1/2013 % - -
7b Water Module Installation (note 9, Tab 2) % escalation effective 1/1/2013 % - -
7c Call Center % escalation effective 1/1/2013 % - -
7d Post Installation Field Visits % escalation effective 1/1/2013 % - -
7e Hourly Wage Rates for Extra Work % escalation effective 1/1/2013 % - -
7f Facility Charge % escalation effective 1/1/2013 % - -
7g Project Management Services % escalation effective 1/1/2013 % - -
7h Other (add) % escalation effective 1/1/2013 % - -
7i Example % escalation effective 1/1/2013 (all/ partial / n/a) % (express in %) - -
7j Example % escalation effective 1/1/2013 n/a % 0.00% - -
Total, All Services (Costs associated with escalation are calculated separately) $0
Note 9: From tabs 1 & 2: If Vendor's pricing is NOT fixed for life of contract, Vendor must provide explanation and inouts for 'escalation' on tab 4 ‐ Other Implementation Costs.
Appendix E - AMI End Point Installation Services Pricing Workbook
Tab 12 Assumptions & Exceptions
Responder: Sample Vendor Name
Date 3-Nov-11
File Name Sample Vendor File Name.xls
See Pricing Instructions document. Vendor to fill in these cells
Tab Item Sub-item/Line
Appendix E - AMI End Point Installation Services Pricing Workbook 10-7-11.xls Tab 5 Assumptions & Exceptions
Appendix G ‐AMI Electric & Water Deployment – Initial Plan
10/4/2011 Updated ELECTRIC: WATER: COMBINED:
Total Electric: 65,000 Total Water: 33,700 Total Combined: 98,700
% Polyphase/CT‐Rated: 6.28% ('meter forms') Commercial: 5.0% (est'd) Poly/Commercial: 5.8% (est'd)
Vendor to fill in these cells Residential: 60,918 Residential: 32,015 Residential: 92,933
Polyphase/CT‐Rated: 4,082 Commercial 1,685 Poly/Commercial 5,767
VENDOR/RESIDENTIAL ‐ 1S, 2S, 12S Polyphase/CT‐Rated ‐ 3S, 4S, 5S, 9S, 15S, 16S All Electric Meters
Month # installers
avg meters per
day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all
persons
Cumulative
Meters installed # installers
avg meters
per day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all persons
Cumulative
Meters installed # installers
avg meters
per day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all
persons
Cumulative
Meters installed
By Phase, Cum.
Meters installed
By Year, Cum.
Meters installed
February‐12 1 500 2000 2000 0.5 10 25 100 100 0.5 10 525 2100 2100 2100 2100
AMI/MDMS March‐12 2 800 3200 5200 0.5 10 25 100 200 0.5 10 825 3300 5400 5400 5400
Phase 1 April‐12 3 0 0 5200 0.0 0 0 0 200 0 0 0 0 5400 5400 5400
May‐12 4 0 0 5200 0.0 0 0 0 200 0 0 0 0 5400 5400 8% Phase 1 5400
June‐12 5 1000 4000 9200 2.0 10 100 400 600 2 10 1100 4400 9800 4400 9800
AMI/MDMS July‐12 6 1000 4000 13200 2.0 10 100 400 1000 2 10 1100 4400 14200 8800 14200
Phase 2 August‐12 7 1000 4000 17200 2.0 10 100 400 1400 2 10 1100 4400 18600 13200 18600
September‐12 8 1000 4000 21200 2.0 10 100 400 1800 2 10 1100 4400 23000 17600 23000
October‐12 9 1250 5000 26200 2.0 10 100 400 2200 2 10 1350 5400 28400 23000 35% Phase 2 28400
November‐12 10 1500 6000 32200 2.0 10 100 400 2600 2 10 1600 6400 34800 6400 34800
December‐12 11 1500 6000 38200 2.0 10 100 400 3000 2 10 1600 6400 41200 12800 41200 62% 2012
AMI/MDMS January‐13 12 1500 6000 44200 2.0 10 100 400 3400 2 10 1600 6400 47600 19200 6400
Phase 3 February‐13 13 1500 6000 50200 2.0 10 100 400 3800 2 10 1600 6400 54000 25600 12800
March‐13 14 1500 6000 56200 0.0 10 0 0 3800 0 10 1500 6000 60000 31600 18800
April‐13 15 1500 6000 62200 0.0 10 0 0 3800 0 10 1500 6000 66000 37600 57% Phase 3 24800
AMI/MDMS May‐13 16 0 0 62200 0.0 10 0 0 3800 0 10 0 0 66000 0 24800
TECHNOLOGY REVIEW COMMITTEE
Qualification Questionnaire
1
02/28/12
Appendix I – Bidder IT Questionnaire Date submitted:
Offeror:
What database(s) does the application use?
If Oracle, what version? Is application Web-Enabled?
How often are upgrades to application available and who will be responsible for testing/migration/
implementation – IT or vendor?
Is proposed solution client/server? How many tiers in client/server based solution?
Will it need a dedicated application server(s), or can it co-exist with other applications and
databases?
Is solution dependent on products requiring own licensing? (i.e. Exchange, Windows Server, Terminal Server,
SQL Server, AIX, Oracle, any other products)
How much network bandwidth is required for the application to perform?
How much server storage is required to host the application and non-Oracle data?
What network protocols are used in application?
Does application support existing standard operating systems (AIX, Windows Server 2008)?
Does application run on a supported standard operating system (AIX 6.1, Windows Server 2008)?
Does application lend itself to be on Citrix? Windows Terminal Server?
Will database and application reside on separate operating systems (i.e., application on Windows
Server and database on Oracle on AIX)?
Will standard backup software be used for this application (TSM)? Are you prepared to purchase
the new licenses to backup the application? Additional media if required?
Does application need to be available 7x24? If so, is redundancy built in to the hardware and
software purchased to operate it (i.e., redundant servers, High Availability software, and mirrored
disk within the SAN)?
Will hardware purchased (i.e., server, memory, disk) cover expected growth for the first two years?
Security:
For Offeror supplied software, does internal security exist?
Special security issues or requirements?
Disaster Recovery:
What are critical files in new system needed to be backed up, stored offsite to be used for
recovery? Consider requirements for full recovery vs. bare bone minimum.
Any special recovery needs? (ex., Is there equipment or software unique to this system?)
Backups, archival and offsite storage requirements:
What volume expected? Offsite storage required?
TECHNOLOGY REVIEW COMMITTEE
Qualification Questionnaire
2
02/28/12
What platform will be support and perform these backups?
Does this request require additional investment in:
3rd party Hosting Services (application, operations,
call center, internet)
Disk / DASD
Tape Subsystem
Other applications / systems (ex. CIS required upgrades to Voice Response System, Bell & Howell mail processing
equipment, change in bill stock forms/envelopes, remittance processing systems, meter reading route management, amendments
to external service contracts)
Telecommunications:
Describe any internal telecommunications
facilities/systems required (i.e., new circuit,
additional bandwidth, ACO, VRUs, etc.)
Describe any external telecommunications
facilities/systems required (i.e., CDPD,
wireless, WAN, long haul).
Final Test June‐13 17 0 0 62200 0.0 10 0 0 3800 0 10 0 0 66000 0 24800
July‐13 18 0 0 62200 0.0 10 0 0 3800 0 10 0 0 66000 0 24800 38% 2013
66000 100% Total 66000 100% Total
VENDOR ‐ Water Fort Collins ‐ Water All Water Meters
Month # installers
avg meters per
day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all
persons
Cumulative
Meters installed # installers
avg meters
per day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all persons
Cumulative
Meters installed # installers
avg meters
per day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all
persons
Cumulative
Meters installed
By Phase, Cum.
Meters installed
By Year, Cum.
Meters installed
February‐12 1 300 1200 1200 2 5 50 200 200 2 5 350 1400 1400 1400 1400
AMI/MDMS March‐12 2 300 1200 2400 2 5 50 200 400 2 5 350 1400 2800 2800 2800
Phase 1 April‐12 3 0 0 2400 0 5 0 0 400 0 5 0 0 2800 2800 2800
May‐12 4 0 0 2400 0 5 0 0 400 0 5 0 0 2800 2800 8% Phase 1 2800
June‐12 5 750 3000 5400 2 5 50 200 600 2 5 800 3200 6000 3200 6000
AMI/MDMS July‐12 6 750 3000 8400 2 5 50 200 800 2 5 800 3200 9200 6400 9200
Phase 2 August‐12 7 750 3000 11400 2 5 50 200 1000 2 5 800 3200 12400 9600 12400
September‐12 8 750 3000 14400 2 5 50 200 1200 2 5 800 3200 15600 12800 15600
October‐12 9 625 2500 16900 2 5 50 200 1400 2 5 675 2700 18300 15500 45% Phase 2 18300
November‐12 10 625 2500 19400 2 5 50 200 1600 2 5 675 2700 21000 2700 21000
December‐12 11 625 2500 21900 2 5 50 200 1800 2 5 675 2700 23700 5400 23700 69% 2012
AMI/MDMS January‐13 12 625 2500 24400 2 5 50 200 2000 2 5 675 2700 26400 8100 2700
Phase 3 February‐13 13 625 2500 26900 2 5 50 200 2200 2 5 675 2700 29100 10800 5400
March‐13 14 625 2500 29400 2 5 50 200 2400 2 5 675 2700 31800 13500 8100
April‐13 15 625 2500 31900 2 5 50 200 2600 2 5 675 2700 34500 16200 47% Phase 3 10800
AMI/MDMS May‐13 16 0 0 31900 0 5 0 0 2600 0 5 0 0 34500 0 10800
Final Test June‐13 17 0 0 31900 0 5 0 0 2600 0 5 0 0 34500 0 10800
July‐13 18 0 0 31900 0 5 0 0 2600 0 5 0 0 34500 0 10800 31% 2013
34500 100% Total 34500 100% Total
VENDOR ‐ Residential Electric + Water Polyphase/CT‐Rated Electric + Fort Collins Water All Electric + Water MAll Electric + Water Meters
Month # installers
avg meters per
day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all
persons
Cumulative
Meters installed # installers
avg meters
per day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all persons
Cumulative
Meters installed # installers
avg meters
per day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all
persons
Cumulative
Meters installed
By Phase, Cum.
Meters installed
By Year, Cum.
Meters installed
February‐12 1 0.0 #DIV/0! 800 3200 3200 2.5 6.00 75 300 300 2.5 #DIV/0! 875 3500 3500 3500 3500
AMI/MDMS March‐12 2 0.0 #DIV/0! 1100 4400 7600 2.5 6.00 75 300 600 2.5 #DIV/0! 1175 4700 8200 8200 8200
Phase 1 April‐12 3 0.0 #DIV/0! 0 0 7600 0.0 #DIV/0! 0 0 600 0 #DIV/0! 0 0 8200 8200 8200
May‐12 4 0.0 #DIV/0! 0 0 7600 0.0 #DIV/0! 0 0 600 0 #DIV/0! 0 0 8200 8200 8% Phase 1 8200
June‐12 5 0.0 #DIV/0! 1750 7000 14600 4.0 7.50 150 600 1200 4 #DIV/0! 1900 7600 15800 7600 15800
AMI/MDMS July‐12 6 0.0 #DIV/0! 1750 7000 21600 4.0 7.50 150 600 1800 4 #DIV/0! 1900 7600 23400 15200 23400
Phase 2 August‐12 7 0.0 #DIV/0! 1750 7000 28600 4.0 7.50 150 600 2400 4 #DIV/0! 1900 7600 31000 22800 31000
September‐12 8 0.0 #DIV/0! 1750 7000 35600 4.0 7.50 150 600 3000 4 #DIV/0! 1900 7600 38600 30400 38600
October‐12 9 0.0 #DIV/0! 1875 7500 43100 4.0 7.50 150 600 3600 4 #DIV/0! 2025 8100 46700 38500 38% Phase 2 46700
November‐12 10 0.0 #DIV/0! 2125 8500 51600 4.0 7.50 150 600 4200 4 #DIV/0! 2275 9100 55800 9100 55800
December‐12 11 0.0 #DIV/0! 2125 8500 60100 4.0 7.50 150 600 4800 4 #DIV/0! 2275 9100 64900 18200 64900 65% 2012
AMI/MDMS January‐13 12 0.0 #DIV/0! 2125 8500 68600 4.0 7.50 150 600 5400 4 #DIV/0! 2275 9100 74000 27300 9100
Phase 3 February‐13 13 0.0 #DIV/0! 2125 8500 77100 4.0 7.50 150 600 6000 4 #DIV/0! 2275 9100 83100 36400 18200
March‐13 14 0.0 #DIV/0! 2125 8500 85600 2.0 5.00 50 200 6200 2 #DIV/0! 2175 8700 91800 45100 26900
April‐13 15 0.0 #DIV/0! 2125 8500 94100 2.0 5.00 50 200 6400 2 #DIV/0! 2175 8700 100500 53800 54% Phase 3 35600
AMI/MDMS May‐13 16 0.0 #DIV/0! 0 0 94100 0.0 #DIV/0! 0 0 6400 0 #DIV/0! 0 0 100500 0 35600
Final Test June‐13 17 0.0 #DIV/0! 0 0 94100 0.0 #DIV/0! 0 0 6400 0 #DIV/0! 0 0 100500 0 35600
July‐13 18 0.0 #DIV/0! 0 0 94100 0.0 #DIV/0! 0 0 6400 0 #DIV/0! 0 0 100500 0 35600 35% 2013
100500 100% Total 100500 100% Total
S:\Purchasing\Bids\2011 BIDS 7189\7293 AMI End Point Installation\Appendix G ‐ AMI Electric Water Deployment ‐ Initial Plan 10‐5‐11.xlsx Consolidated Monthly Plan
Offeror to Provide additional explanation of Escalation, as required:
Appendix E - AMI End Point Installation Services Pricing Workbook 10-7-11.xls Tab 4 Other Impl Costs
2" Badger Turbine Badger ADE 2 0 0
2" Neptune Turbine Pro Read 3 49 0
2" Sensus Turbine
Neptune E-Coder or
Badger ADE 3200
2" Neptune Compound Pro Read 3 5 0
3" Badger Turbine Badger ADE 3 4 0
3" Neptune Turbine Pro Read 3 14 0
3" Neptune Compound Pro Read 3 168 0
4" Badger Turbine Badger ADE 3 12 0
4" Neptune Turbine Pro Read 3 18 0
4" Neptune Compound Pro Read 3 45 0
6" Badger Turbine Badger ADE 3 1 0
6" Neptune Turbine Pro Read 3 7 0
6" Neptune Compound Pro Read 3 3 0
6" Sensus Turbine
Neptune E-Coder or
Badger ADE 310
8" Neptune Turbine Pro Read 3 5 0
8" Neptune Compound Pro Read 3 4 0
10" Sensus Turbine Sensus HSP 3 2 0
10,362 25,681
Total 36,043
3-Nov-11
Sample Vendor File Name.xls
Sample Vendor Name The quantities in Tab 2 – Water
Module Installation, take precedence
over the information contained in
this Tab 3
Appendix E - AMI End Point Installation Services Pricing Workbook 10-7-11.xls Tab 3 Water Meter Information
for Ph 1 Water Meter Technician 511 n/a see Tab 4 $0
defer (note
3)
6w Fort Collins Fort Collins Indoor Meter Set
existing 'Generator Remotes'
- 3 wire & 2 wire & all
encoder/registers
All meter sizes replace meter & encoder/register; + install AMI
Comms Modules inside premise
Inspection is required to reveal
3W vs 2W n/a 315 n/a see Tab 4 $0
Totals 3,663 $0 $0.00 $0.00 $0.00 (excludes Note 7's) $0
Phases 2 & 3 ‐ Water Only Pricing
Priority
Ref.
Item
Initial
Responsibility
Final
Responsibility Location Meter Configuration Meter Size Requirements Notes
EPI Vendor Workforce
Required Competencies (note 1)
Qty ‐ Total
System
Field Installation Unit
Price (note 4)
Work Order
Management Unit
Price (note 5)
Cross Dock Handling
Unit Price (note 6)
(Optional) Post
Installation Picture
Unit Price (note 7)
Other Costs
(note 8)
Are Prices Fixed for
Length of Contract?
(note 9) Extended Costs
‐ 7w EPI Vendor EPI Vendor Outdoor Pit Sets non ERT & all
encoder/registers All meter sizes
EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module Water Meter Systems Operator 8,693 see Tab 4 $0
‐ 8w EPI Vendor EPI Vendor Outdoor Pit Sets existing ERT & all
encoder/registers All meter sizes
EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module Water Meter Technician 1,197 see Tab 4 $0
‐ 9w EPI Vendor EPI Vendor Outdoor Wall
Remotes 3 wire & all encoder/registers All meter sizes
EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module
Inspection is required to reveal
3W vs 2W Water Meter Systems Operator 10,815 see Tab 4 $0
‐ 10w EPI Vendor EPI Vendor Outdoor Wall
Remotes 2 wire & all encoder/registers All meter sizes
EPI Vendor inspect & identify 2 wire config; install
remote/wall mount AMI comms module inside
premise; remove touchpad & install cover plate.
Inspection is required to reveal
3W vs 2W Water Meter Systems Operator 5,825 see Tab 4 $0
‐ 11w EPI Vendor EPI Vendor Indoor Meter Set existing ERT & all
encoder/registers All meter sizes
Install remote/wall mount AMI comms module
inside premise. Water Meter Technician 1,945 see Tab 4 $0
‐ 12w Fort Collins Fort Collins Indoor Meter Set
existing 'Generator Remotes'
- 3 wire & 2 wire & all
encoder/registers
All meter sizes replace meter & encoder/register; + install AMI
Comms Modules inside premise
Inspection is required to reveal
3W vs 2W n/a 1,574 n/a see Tab 4 $0
Totals 30,049 $0 $0.00 $0.00 $0.00 (excludes Note 7's) $0
Total System - All Phases 33,712 $0 $0.00 $0.00 $0.00 (excludes Note 7's) $0
Note 1: Please refer to Appendix F for the referenced Job Descriptions that describe the "Required Competencies" and workforce qualifications for this work.
Note 2: Once 2 wire is identified, defer these to later in Phase 2 or 3
Note 3: Since these can be manually read and the failure rates are more manageable as compared to the indoor ERTs, defer these to later in Phase 2 or 3
Note 4: Vendor Installation Unit Pricing shall be fully loaded and include all field supervision & field quality audit labor; field installation workforce labor; fleet, tools and equipment,
uniforms, safety equipment, et al; and 'basic photograph(s)' as specified in RFP.
Note 5: Vendor Work Order Management shall be fully loaded and include the work order management system & handheld field devices, inclusive of all support as is required to perform daily
work planning, issuing, data upload/download activities, et al.
Note 6: Vendor Cross Dock Unit Pricing shall be fully loaded and include all cross dock labor and support as is required to perform daily staging and issuing meters and modules; receive
used meters & modules; implement the scrapping process, and handle materials flows to/between the Offeror and Fort Collins.
Note 7: This is optional pricing per section 22.3.4.1 of RFP.
Note 8: See Tab 4 for option for Vendor to provide other costs and services that Vendor expects to incur that are not included in this Tab
Note 9: If Vendor's pricing is NOT fixed for life of contract, Vendor must provide explanation and inputs for 'escalation' on Tab 4 ‐ Other Implementation Costs.
Note 10: All Vendor costs shall be expressed in US 2012 constant dollars.
Sample Vendor Name
3-Nov-11
Sample Vendor File Name.xls
Appendix E - AMI End Point Installation Services Pricing Workbook 10-7-11.xls Tab 2 Water Module Installation
System
Vendor Installation
Unit Price (note 4)
Vendor Work Order
Management Unit
Price (note 5)
Vendor Cross Dock
Handling Unit Price
(note 6)
(Optional) Post
Installation Picture
Unit Price (note 7)
Other Costs
(note 8)
Are Prices Fixed for
Length of Contract?
(note 9)
Extended Costs (note
10)
8e EPI Vendor - Single Phase Self-Contained 1S, 2S,
12S-Network
Fort Collins to perform Phase 1 installation of
these meter forms Electric Meter Technician 55,407 see Tab 4 $0
9e Fort Collins - Single Phase Self-Contained 2S-Class 320 Fort Collins to perform Electronic Technician II 5 n/a see Tab 4 $0
10e Fort Collins - Single Phase A-base meter
replacement Various Fort Collins to perform Electronic Technician II 4 n/a see Tab 4 $0
11e Fort Collins - Single Phase Transformer-Rated 3S, 4S Fort Collins to perform Note 2 Electronic Technician II 215 see Tab 4 $0
12e Fort Collins - Three Phase Transformer-Rated 5S, 6S, 8S, 9S Fort Collins to perform Note 2 Electronic Technician II 691 see Tab 4 $0
13e Fort Collins - Three Phase Self-Contained 13S, 14S, 15S,
16S Fort Collins to perform Note 2 Electronic Technician II 2,122 see Tab 4 $0
14e Fort Collins - Three-Phase, C&I, GS50 & GS750,
some with KYZ
Various 3 phase
polyphase Fort Collins to perform Electronic Technician II 509 n/a see Tab 4 $0
Totals 58,953 $0 $0.00 $0.00 $0.00 (excludes Note 2's & 7's) $0
65,106 $0 $0.00 $0.00 $0.00 (excludes Note 2's & 7's) $0
Note 1: Please refer to Appendix F for the referenced Job Descriptions that describe the "Required Competencies" and workforce qualifications for this work.
Note 2: While Fort Collins intends to complete this work, Offeror is asked to provide pricing in the event that Fort Collins requires additional support for this activitiy
Note 3: (applies to water only)
Note 4: Vendor Installation Unit Pricing shall be fully loaded and include all field supervision & field quality audit labor; field installation workforce labor; fleet, tools and equipment,
uniforms, safety equipment, et al; and 'basic photograph(s)' as specified in RFP.
Note 5: Vendor Work Order Management shall be fully loaded and include the work order management system & handheld field devices, inclusive of all support as is required to perform daily
work planning, issuing, data upload/download activities, et al.
Note 7: This is optional pricing per section 22.3.4.1 of RFP.
Note 8: See Tab 4 for option for Vendor to provide other costs and services that Vendor expects to incur that are not included in this Tab
Note 9: If Vendor's pricing is NOT fixed for life of contract, Vendor must provide explanation and inputs for 'escalation' on Tab 4 ‐ Other Implementation Costs.
Note 10: All Vendor costs shall be expressed in US 2012 constant dollars.
Sample Vendor Name
3-Nov-11
Sample Vendor File Name.xls
Note 6: Vendor Cross Dock Unit Pricing shall be fully loaded and include all cross dock labor and support as is required to perform daily staging and issuing meters and modules; receive
used meters & modules; implement the scrapping process, and handle materials flows to/between the Offeror and Fort Collins.
Appendix E - AMI End Point Installation Services Pricing Workbook 10-7-11.xls Tab 1 Elect Meter Installation
Final Test June‐13 17 0 0 62200 0.0 10 0 0 3800 0 10 0 0 66000 0 24800
July‐13 18 0 0 62200 0.0 10 0 0 3800 0 10 0 0 66000 0 24800 38% 2013
66000 100% Total 66000 100% Total
VENDOR ‐ Water Fort Collins ‐ Water All Water Meters
Month # installers
avg meters per
day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all
persons
Cumulative
Meters installed # installers
avg meters
per day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all persons
Cumulative
Meters installed # installers
avg meters
per day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all
persons
Cumulative
Meters installed
By Phase, Cum.
Meters installed
By Year, Cum.
Meters installed
February‐12 1 300 1200 1200 2 5 50 200 200 2 5 350 1400 1400 1400 1400
AMI/MDMS March‐12 2 300 1200 2400 2 5 50 200 400 2 5 350 1400 2800 2800 2800
Phase 1 April‐12 3 0 0 2400 0 5 0 0 400 0 5 0 0 2800 2800 2800
May‐12 4 0 0 2400 0 5 0 0 400 0 5 0 0 2800 2800 8% Phase 1 2800
June‐12 5 750 3000 5400 2 5 50 200 600 2 5 800 3200 6000 3200 6000
AMI/MDMS July‐12 6 750 3000 8400 2 5 50 200 800 2 5 800 3200 9200 6400 9200
Phase 2 August‐12 7 750 3000 11400 2 5 50 200 1000 2 5 800 3200 12400 9600 12400
September‐12 8 750 3000 14400 2 5 50 200 1200 2 5 800 3200 15600 12800 15600
October‐12 9 625 2500 16900 2 5 50 200 1400 2 5 675 2700 18300 15500 45% Phase 2 18300
November‐12 10 625 2500 19400 2 5 50 200 1600 2 5 675 2700 21000 2700 21000
December‐12 11 625 2500 21900 2 5 50 200 1800 2 5 675 2700 23700 5400 23700 69% 2012
AMI/MDMS January‐13 12 625 2500 24400 2 5 50 200 2000 2 5 675 2700 26400 8100 2700
Phase 3 February‐13 13 625 2500 26900 2 5 50 200 2200 2 5 675 2700 29100 10800 5400
March‐13 14 625 2500 29400 2 5 50 200 2400 2 5 675 2700 31800 13500 8100
April‐13 15 625 2500 31900 2 5 50 200 2600 2 5 675 2700 34500 16200 47% Phase 3 10800
AMI/MDMS May‐13 16 0 0 31900 0 5 0 0 2600 0 5 0 0 34500 0 10800
Final Test June‐13 17 0 0 31900 0 5 0 0 2600 0 5 0 0 34500 0 10800
July‐13 18 0 0 31900 0 5 0 0 2600 0 5 0 0 34500 0 10800 31% 2013
34500 100% Total 34500 100% Total
VENDOR ‐ Residential Electric + Water Polyphase/CT‐Rated Electric + Fort Collins Water All Electric + Water MAll Electric + Water Meters
Month # installers
avg meters per
day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all
persons
Cumulative
Meters installed # installers
avg meters
per day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all persons
Cumulative
Meters installed # installers
avg meters
per day per
installer
Avg. meters per
week ‐ all
persons
Avg. meters per
month ‐ all
persons
Cumulative
Meters installed
By Phase, Cum.
Meters installed
By Year, Cum.
Meters installed
February‐12 1 0.0 #DIV/0! 800 3200 3200 2.5 6.00 75 300 300 2.5 #DIV/0! 875 3500 3500 3500 3500
AMI/MDMS March‐12 2 0.0 #DIV/0! 1100 4400 7600 2.5 6.00 75 300 600 2.5 #DIV/0! 1175 4700 8200 8200 8200
Phase 1 April‐12 3 0.0 #DIV/0! 0 0 7600 0.0 #DIV/0! 0 0 600 0 #DIV/0! 0 0 8200 8200 8200
May‐12 4 0.0 #DIV/0! 0 0 7600 0.0 #DIV/0! 0 0 600 0 #DIV/0! 0 0 8200 8200 8% Phase 1 8200
June‐12 5 0.0 #DIV/0! 1750 7000 14600 4.0 7.50 150 600 1200 4 #DIV/0! 1900 7600 15800 7600 15800
AMI/MDMS July‐12 6 0.0 #DIV/0! 1750 7000 21600 4.0 7.50 150 600 1800 4 #DIV/0! 1900 7600 23400 15200 23400
Phase 2 August‐12 7 0.0 #DIV/0! 1750 7000 28600 4.0 7.50 150 600 2400 4 #DIV/0! 1900 7600 31000 22800 31000
September‐12 8 0.0 #DIV/0! 1750 7000 35600 4.0 7.50 150 600 3000 4 #DIV/0! 1900 7600 38600 30400 38600
October‐12 9 0.0 #DIV/0! 1875 7500 43100 4.0 7.50 150 600 3600 4 #DIV/0! 2025 8100 46700 38500 38% Phase 2 46700
November‐12 10 0.0 #DIV/0! 2125 8500 51600 4.0 7.50 150 600 4200 4 #DIV/0! 2275 9100 55800 9100 55800
December‐12 11 0.0 #DIV/0! 2125 8500 60100 4.0 7.50 150 600 4800 4 #DIV/0! 2275 9100 64900 18200 64900 65% 2012
AMI/MDMS January‐13 12 0.0 #DIV/0! 2125 8500 68600 4.0 7.50 150 600 5400 4 #DIV/0! 2275 9100 74000 27300 9100
Phase 3 February‐13 13 0.0 #DIV/0! 2125 8500 77100 4.0 7.50 150 600 6000 4 #DIV/0! 2275 9100 83100 36400 18200
March‐13 14 0.0 #DIV/0! 2125 8500 85600 2.0 5.00 50 200 6200 2 #DIV/0! 2175 8700 91800 45100 26900
April‐13 15 0.0 #DIV/0! 2125 8500 94100 2.0 5.00 50 200 6400 2 #DIV/0! 2175 8700 100500 53800 54% Phase 3 35600
AMI/MDMS May‐13 16 0.0 #DIV/0! 0 0 94100 0.0 #DIV/0! 0 0 6400 0 #DIV/0! 0 0 100500 0 35600
Final Test June‐13 17 0.0 #DIV/0! 0 0 94100 0.0 #DIV/0! 0 0 6400 0 #DIV/0! 0 0 100500 0 35600
July‐13 18 0.0 #DIV/0! 0 0 94100 0.0 #DIV/0! 0 0 6400 0 #DIV/0! 0 0 100500 0 35600 35% 2013
100500 100% Total 100500 100% Total
S:\Purchasing\Bids\2011 BIDS 7189\7293 AMI End Point Installation\Bid docs\Appendix G ‐ AMI Electric & Water Deployment ‐ Initial Plan 10‐5‐11.xlsx Consolidated Monthly Plan
Offeror to Provide additional explanation of Escalation, as required:
Appendix E - AMI End Point Installation Services Pricing Workbook 10-7-11.xls Tab 4 Other Impl Costs
2" Badger Turbine Badger ADE 2 0 0
2" Neptune Turbine Pro Read 3 49 0
2" Sensus Turbine
Neptune E-Coder or
Badger ADE 3200
2" Neptune Compound Pro Read 3 5 0
3" Badger Turbine Badger ADE 3 4 0
3" Neptune Turbine Pro Read 3 14 0
3" Neptune Compound Pro Read 3 168 0
4" Badger Turbine Badger ADE 3 12 0
4" Neptune Turbine Pro Read 3 18 0
4" Neptune Compound Pro Read 3 45 0
6" Badger Turbine Badger ADE 3 1 0
6" Neptune Turbine Pro Read 3 7 0
6" Neptune Compound Pro Read 3 3 0
6" Sensus Turbine
Neptune E-Coder or
Badger ADE 310
8" Neptune Turbine Pro Read 3 5 0
8" Neptune Compound Pro Read 3 4 0
10" Sensus Turbine Sensus HSP 3 2 0
10,362 25,681
Total 36,043
3-Nov-11
Sample Vendor File Name.xls
Sample Vendor Name The quantities in Tab 2 – Water
Module Installation, take precedence
over the information contained in
this Tab 3
Appendix E - AMI End Point Installation Services Pricing Workbook 10-7-11.xls Tab 3 Water Meter Information
for Ph 1 Water Meter Technician 511 n/a see Tab 4 $0
defer (note
3)
6w Fort Collins Fort Collins Indoor Meter Set
existing 'Generator Remotes'
- 3 wire & 2 wire & all
encoder/registers
All meter sizes replace meter & encoder/register; + install AMI
Comms Modules inside premise
Inspection is required to reveal
3W vs 2W n/a 315 n/a see Tab 4 $0
Totals 3,663 $0 $0.00 $0.00 $0.00 (excludes Note 7's) $0
Phases 2 & 3 ‐ Water Only Pricing
Priority
Ref.
Item
Initial
Responsibility
Final
Responsibility Location Meter Configuration Meter Size Requirements Notes
EPI Vendor Workforce
Required Competencies (note 1)
Qty ‐ Total
System
Field Installation Unit
Price (note 4)
Work Order
Management Unit
Price (note 5)
Cross Dock Handling
Unit Price (note 6)
(Optional) Post
Installation Picture
Unit Price (note 7)
Other Costs
(note 8)
Are Prices Fixed for
Length of Contract?
(note 9) Extended Costs
‐ 7w EPI Vendor EPI Vendor Outdoor Pit Sets non ERT & all
encoder/registers All meter sizes
EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module Water Meter Systems Operator 8,693 see Tab 4 $0
‐ 8w EPI Vendor EPI Vendor Outdoor Pit Sets existing ERT & all
encoder/registers All meter sizes
EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module Water Meter Technician 1,197 see Tab 4 $0
‐ 9w EPI Vendor EPI Vendor Outdoor Wall
Remotes 3 wire & all encoder/registers All meter sizes
EPI Vendor verify Pro-read's in 'auto/radio mode';
+ install AMI Comms Module
Inspection is required to reveal
3W vs 2W Water Meter Systems Operator 10,815 see Tab 4 $0
‐ 10w EPI Vendor EPI Vendor Outdoor Wall
Remotes 2 wire & all encoder/registers All meter sizes
EPI Vendor inspect & identify 2 wire config; install
remote/wall mount AMI comms module inside
premise; remove touchpad & install cover plate.
Inspection is required to reveal
3W vs 2W Water Meter Systems Operator 5,825 see Tab 4 $0
‐ 11w EPI Vendor EPI Vendor Indoor Meter Set existing ERT & all
encoder/registers All meter sizes
Install remote/wall mount AMI comms module
inside premise. Water Meter Technician 1,945 see Tab 4 $0
‐ 12w Fort Collins Fort Collins Indoor Meter Set
existing 'Generator Remotes'
- 3 wire & 2 wire & all
encoder/registers
All meter sizes replace meter & encoder/register; + install AMI
Comms Modules inside premise
Inspection is required to reveal
3W vs 2W n/a 1,574 n/a see Tab 4 $0
Totals 30,049 $0 $0.00 $0.00 $0.00 (excludes Note 7's) $0
Total System - All Phases 33,712 $0 $0.00 $0.00 $0.00 (excludes Note 7's) $0
Note 1: Please refer to Appendix F for the referenced Job Descriptions that describe the "Required Competencies" and workforce qualifications for this work.
Note 2: Once 2 wire is identified, defer these to later in Phase 2 or 3
Note 3: Since these can be manually read and the failure rates are more manageable as compared to the indoor ERTs, defer these to later in Phase 2 or 3
Note 4: Vendor Installation Unit Pricing shall be fully loaded and include all field supervision & field quality audit labor; field installation workforce labor; fleet, tools and equipment,
uniforms, safety equipment, et al; and 'basic photograph(s)' as specified in RFP.
Note 5: Vendor Work Order Management shall be fully loaded and include the work order management system & handheld field devices, inclusive of all support as is required to perform daily
work planning, issuing, data upload/download activities, et al.
Note 6: Vendor Cross Dock Unit Pricing shall be fully loaded and include all cross dock labor and support as is required to perform daily staging and issuing meters and modules; receive
used meters & modules; implement the scrapping process, and handle materials flows to/between the Offeror and Fort Collins.
Note 7: This is optional pricing per section 22.3.4.1 of RFP.
Note 8: See Tab 4 for option for Vendor to provide other costs and services that Vendor expects to incur that are not included in this Tab
Note 9: If Vendor's pricing is NOT fixed for life of contract, Vendor must provide explanation and inputs for 'escalation' on Tab 4 ‐ Other Implementation Costs.
Note 10: All Vendor costs shall be expressed in US 2012 constant dollars.
Sample Vendor Name
3-Nov-11
Sample Vendor File Name.xls
Appendix E - AMI End Point Installation Services Pricing Workbook 10-7-11.xls Tab 2 Water Module Installation
System
Vendor Installation
Unit Price (note 4)
Vendor Work Order
Management Unit
Price (note 5)
Vendor Cross Dock
Handling Unit Price
(note 6)
(Optional) Post
Installation Picture
Unit Price (note 7)
Other Costs
(note 8)
Are Prices Fixed for
Length of Contract?
(note 9)
Extended Costs (note
10)
8e EPI Vendor - Single Phase Self-Contained 1S, 2S,
12S-Network
Fort Collins to perform Phase 1 installation of
these meter forms Electric Meter Technician 55,407 see Tab 4 $0
9e Fort Collins - Single Phase Self-Contained 2S-Class 320 Fort Collins to perform Electronic Technician II 5 n/a see Tab 4 $0
10e Fort Collins - Single Phase A-base meter
replacement Various Fort Collins to perform Electronic Technician II 4 n/a see Tab 4 $0
11e Fort Collins - Single Phase Transformer-Rated 3S, 4S Fort Collins to perform Note 2 Electronic Technician II 215 see Tab 4 $0
12e Fort Collins - Three Phase Transformer-Rated 5S, 6S, 8S, 9S Fort Collins to perform Note 2 Electronic Technician II 691 see Tab 4 $0
13e Fort Collins - Three Phase Self-Contained 13S, 14S, 15S,
16S Fort Collins to perform Note 2 Electronic Technician II 2,122 see Tab 4 $0
14e Fort Collins - Three-Phase, C&I, GS50 & GS750,
some with KYZ
Various 3 phase
polyphase Fort Collins to perform Electronic Technician II 509 n/a see Tab 4 $0
Totals 58,953 $0 $0.00 $0.00 $0.00 (excludes Note 2's & 7's) $0
65,106 $0 $0.00 $0.00 $0.00 (excludes Note 2's & 7's) $0
Note 1: Please refer to Appendix F for the referenced Job Descriptions that describe the "Required Competencies" and workforce qualifications for this work.
Note 2: While Fort Collins intends to complete this work, Offeror is asked to provide pricing in the event that Fort Collins requires additional support for this activitiy
Note 3: (applies to water only)
Note 4: Vendor Installation Unit Pricing shall be fully loaded and include all field supervision & field quality audit labor; field installation workforce labor; fleet, tools and equipment,
uniforms, safety equipment, et al; and 'basic photograph(s)' as specified in RFP.
Note 5: Vendor Work Order Management shall be fully loaded and include the work order management system & handheld field devices, inclusive of all support as is required to perform daily
work planning, issuing, data upload/download activities, et al.
Note 7: This is optional pricing per section 22.3.4.1 of RFP.
Note 8: See Tab 4 for option for Vendor to provide other costs and services that Vendor expects to incur that are not included in this Tab
Note 9: If Vendor's pricing is NOT fixed for life of contract, Vendor must provide explanation and inputs for 'escalation' on Tab 4 ‐ Other Implementation Costs.
Note 10: All Vendor costs shall be expressed in US 2012 constant dollars.
Sample Vendor Name
3-Nov-11
Sample Vendor File Name.xls
Note 6: Vendor Cross Dock Unit Pricing shall be fully loaded and include all cross dock labor and support as is required to perform daily staging and issuing meters and modules; receive
used meters & modules; implement the scrapping process, and handle materials flows to/between the Offeror and Fort Collins.
Appendix E - AMI End Point Installation Services Pricing Workbook 10-7-11.xls Tab 1 Elect Meter Installation
(Virtual, Remote)
For “AMI Billing” Meters
Real-time Remote Connect/Disconnect
Response
On-Demand Read/Status
Response
Services Orders
(Including Suspected Move-In Indications,
Revenue Integrity Issues)
Manual MV90
Meter
Reading
(MV-RS)
Price Adjustment Event Dates
Milsoft
WindMil
(Distribution
Planning )
Power Quality?
Customer
DRMS Portal
D
evice Control (Connect/Disconnect,
Display Price Event, Ice Storage and PHEV control)
Request and Response Remote Programming
(Ice Storage Behavior, Thermostat Settings)
Device Control (Connect/Disconnect,
Display Price Event, Ice Storage and PHEV control)
Request and Response Remote Programming
(Ice Storage Behavior, Thermostat Settings)
Deployment Statistics
AMI Operation
and
Maintainence Comparative
Deployment
Performance of
Planned AMI meters
Engineering
Reports
Proprietary and Confidential
Near Real-Time
Read Data
Potential Altered integration
Meter
Readers
System Ft Collins system to
be removed
System New System
System Existing Ft Collins
System
System Transitional or
Temporary System
Integration to be Removed
H20
Models
GIS Electric
(EDAR)
Existing Service
Order
Process
Service Order Issued
(CIS is notified on
Order issued)
Service Order
/Completion
/ Status
Outages
Shown
(Including upstream
Devices)
Call Takers
Trouble Calls
AutoCad
Files
Circuit data
Potential Integration to be
Confirmed
GIS /
OMS /
SCADA
Existing
DR
Systems
/ Data
Existing
Meter
Reading
Data
Capture
Related
Data/
Systems
Commisioning Notification
On-Demand Read Request
On-Demand Read Response
ESRI
(Potentially
Citywide
SDE)
Future
Meter
Reading
Data
Capture
Related
Data/
Systems
Account Management
System Events info (e.g, outages)
Consumption Data
Set auto-notifications
Customer, Account, Premise, Meter,
Bill Cycle, Segment Information (From Host)
Successful Retrofits (To Host)
Meter and Module Inventory
(Asset)
,
Exceptions
and Invoices
Installation
Management
System
/ Vendor
Shipping Data
(Elster)
Meter and
Module
Add/Test
Shipping Data
for Deployment
Planning
(Also goes to EA_MS,
See Lower Right)
Shipping Data
from Elster
(Same as goes
into CIS)
Meter Shipping
Data
Marriage File
(if Required)
Likely ESB Enabled Integration
Unlikely ESB Enabled Integration (or
Vendor-Vendor enabled integration)
Route
Manager
Customer, Account,
Premise, Meter,
Bill Cycle,
Segment Information
(From Host)
ESIntial
Premise/Meter/Route Information
Read Data, Alarms/Flags
and Meter Diagnostics
Meter Reads
Pending based on DRMS Selection Reports or Data Exports Only
City of Ft Collins AMFC System Context Diagram v0.5 September 2011
ESIntial /
AMI
Reporting
Phase 0 1 2 3
Register reads for MVRS/MV-90
Meters
– billed, estimated, and
service orders**
** May be removed if all meters
Replaced with AMI Meters
FC.gov
Consumption Data
Single-Sign On
Single-Sign On
Restoration Notifications
Water/Meter Module
Marriage File
Billing Reads for MVRS/MV90Meters
9-28-11