5.5a ERMUSR 02-13-2024AMI (ADVANCED METERING INFRASTRUCTURE) ENDPOINT INSTALLATION AGREEMENT
THIS AMI INSTALLATION AGREEMENT (the "Agreement") is made and entered into this day of
12024, by and between ELK RIVER MUNICIPALITIES UTILITIES, a Minnesota municipal utility
(designated herein as "Utility") and ALLEGIANT UTILITY SERVICES, LLC, a Delaware limited liability company
(designated herein as "Contractor"). Utility and Contractor are sometimes hereinafter collectively referred
to as the "Parties," and "Party" shall mean either of them.
WHEREAS, Utility desires Contractor to perform electric meter and water Endpoint installation services and
meter technician services as set forth in this Agreement, and
WHEREAS, Contractor is a professional metering installation company, and desires and agrees to perform the
meter installation services as set forth in this Agreement.
NOW, THEREFORE, in consideration of the mutual promises set forth herein, the Parties hereby agree as
follows:
1.0 Summary Conditions
1.1 Scope of Work Except as otherwise expressly provided herein, the Contractor shall furnish at
Contractor's sole expense all materials, supplies, equipment, machinery, tools, labor, transportation and
other means required to complete the work described in Exhibit A (the "Statement Of Work (SOW)") and
Attachment I Requirements Response and shall complete the Work in strict accordance with the terms,
conditions and specifications herein and any specifications. Utility will provide GIS (Geographic
Information Systems) output with premise -based Latitude and Longitude coordinates of meter premise
locations. The Utility shall also provide customer data for Endpoints to be exchanged. If any conflict
among the documents, their terms and conditions shall prevail in the following order:
1.1.1 Attachment I Requirements Response
1.1.2 Attachment II Pricing Response
1.1.3 Statement Of Work (Exhibit A)
1.1.4 Change Orders as provided after contracting
1.1.5 Certificate of Insurance
1.1.6 Certificate of naming Elk River Municipal Utilities as additional insured
1.1.7 Performance Bond
1.1.8 Workers' Compensation Certificate
1.1.9 Black -Out Schedule (Attachment III)
1.2 Utility CustomerRe/at%onS, The Contractor realizes the importance of the relationship between
Utility and its customers. The Contractor will make every effort to be courteous to the Utility's customers as
well as respectful to the fact that all meter exchanges are being conducted on a customer's property. The
Contractor will refer all questions concerning the meters to the Utility. The Contractor will also have
identifying markings on their vehicles indicating they are a contractor for the Utility.
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1.3 Prices and Payment for Work. Contractor will submit an invoice of all completed work at completion
of each metered location once per month in accordance with Attachment II. Payment shall be made by
Utility within thirty (30) days of the date of receipt of Contractor's invoice, subject to Utility's right of
inspection and approval. Any payment may be withheld in whole or in part by Utility for cause based on a
customer's complaint or the report or recommendations of a Utility designated inspector or approved
official. If disapproved, Contractor shall have up to thirty (30) days to correct or remedy any defect or
mistake, pursuant to the terms of this Agreement. Upon satisfactory performance after any disapproval, as
shall be determined by Utility at its discretion, Utility shall remit payment, including any withheld amount to
Contractor within thirty (30) days.
1.4 Confidentiality- °°Confidentiallnformation""means any information furnished by Utility or its
representatives in connection with this Agreement regarding Utility's property, employees, finances,
operations, customers, and/or financial affairs that is non-public, confidential, or proprietary in nature,
whether furnished before or after the date of this Agreement and regardless of the manner in which it is
furnished. Confidential Information expressly includes, but is not limited to, the names of Utility's
customers, contact information of Utility's customers and any Utility customer account information. Except
as may be required by law, Contractor agrees that it will not disclose, publish, or disseminate any
Confidential Information to any person or entity other than its employees or agents who have a need to
know to further the purpose of this Agreement and who are subject to legally binding obligations of
confidentiality no less restrictive than Contractor's obligation under this Agreement.
1.5/ndependentContractorRelationship. The Contractor is an independent Contractor and is not an
employee, servant, agent, partner or in a joint venture with the Utility. The Contractor shall determine how it
accomplishes the Work in accordance with this Agreement. The Utility shall not control the details of the
Work performed by the Contractor. The Utility is not responsible for withholding, and shall not withhold,
FICA or taxes of any kind from payments which it may owe the Contractor. Neither the contractor or its
employees shall be entitled to receive any benefit which employees of the Utility are entitled to receive, and
shall not be entitled to unemployment compensation, medical insurance, life insurance, paid vacations, paid
holidays, pensions, profit sharing, or social security on account of their work for the Utility.
1.6Business of Contractor and Compliance With Laws The Contractor is engaged in the business of
meter installation and meter testing and holds or maintains any licenses necessary required by the federal,
state, and local governments to perform this business. The Contractor shall always take all reasonable
precautions for the safety of its employees, Utility's customers, and employees, and of the public, and shall
comply with all applicable provisions of Federal, State, and Municipal laws and regulations. When applicable
law requires that services be performed by licensed professionals, the Contractor shall provide those services
through qualified, licensed professionals. All professional engineering or design services or certifications to
be provided by the Contractor, including all drawings, calculations, specifications, certifications, shop
drawings and other deliverables, shall contain the signature and seal of the licensed professional preparing
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them. Contractor understands licensed Professional Engineer (PE) engineering needs will be limited for this
engagement. Utility and its consultants shall be entitled to rely upon the adequacy, accuracy and
completeness of the services, certifications or approvals performed by such licensed professionals.
1.7Compliance with the LaW. This contract is governed by the laws of the state of Minnesota. The venue
and jurisdiction for any court action regarding this contract shall be in Sherburne County, MN. The
Contractor shall perform all obligations under this contract in strict compliance with all federal, state,
municipal laws, rules, statutes, ordinances, and regulations, especially sections of the Occupational Safety
and Health protection for workers, applicable to the performance of the Contractor under this contract.
1.8Reimbursement ofExpenses The Utility shall not be liable to the Contractor for any expenses paid
or incurred by Contractor unless otherwise agreed in writing.
1.9 Employees of Contractor. The Contractor shall be solely responsible for paying its employees. The
Contractor shall be solely responsible for the paying of any and all taxes, FICA, workers' compensation,
unemployment compensation, medical insurance, life insurance, paid vacations, paid holidays, pension,
profit sharing, and other benefits for the Contractor and its employees, servants, and agents. Contractor
understands that Contractor is responsible to pay, according to law, Contractor's income tax.
1.10 Utility is not responsible for Workers" Compensation: N o workers' com p e n sati o n i n s u ra n ce
shall be obtained by Utility concerning Contractor or employees of Contractor.
1.11 /nsurance.-ALLEGIANT UTILITY SERVICES, LLC shall provide and maintain the minimum insurance
coverage listed below. Coverage will be provided with forms and insurers acceptable to Utility, until all
obligations under this Agreement are satisfied.
1. Workers' Compensation insurance to cover obligations imposed by Federal and State statutes
having jurisdiction of its employees engaged in the performance of the Work, and Employers'
Liability insurance with limits of not less than ONE MILLION DOLLARS ($1,000,000).
Comprehensive General Liability insurance with a minimum combined single limit of not less
than ONE MILLION DOLLARS ($1,000,000) per occurrence and a general aggregate of not less
than TWO MILLION DOLLARS ($2,000,000). The policy shall include coverage for bodily injury,
broad form property damage (including completed operations), personal injury (with
coverage for contractual and employee claims), blanket contractual liability (including
coverage for liabilities assumed under this Agreement), and products and completed
operations.
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Comprehensive Automobile Liability insurance with a combined single limit for bodily injury
and property damage of not less than ONE MILLION DOLLARS ($1,000,000) per occurrence
covering ALLEGIANT UTILITY SERVICES, LLC.'s owned, hired, or non -owned vehicles.
4. General Liability Excess Endorsement (with coverage at least as broad as the underlying
coverage) with minimum limits of not less than TEN MILLION DOLLARS ($10,000,000) per
occurrence, including a "drop down" provision should an aggregate limit be exhausted.
Utility shall be included on the public liability and property damage insurance and on the comprehensive
general business liability insurance as an additional named insured with a waiver of subrogation. Contractor
shall furnish a Certificate of Insurance and a copy of the endorsement of additional insured to Utility showing
the above obligations and requirements are provided for by a qualified insurance carrier and showing Utility
as an additional named insured with a waiver of subrogation on such insurance. Contractor shall maintain
such coverages in full force and effect at all times during the continuance of this Agreement and shall
provide notice to Utility of any change in insurance, including cancellation, at least thirty (30) days prior to
the effective date of such change or cancellation. Utility shall have the right, but no obligation, at any time
to review the original of any policy held by the Contractor to ascertain coverage and amounts.
1.12Assumption of Risk and Indemnif%Cation: The Contractor shall perform the work at its own risk
and assumes all responsibility for the condition of their vehicles and supplies used on job sites. The
Contractor shall indemnify, defend and hold harmless Utility and its directors, officers, agents, and
employees (collectively the "Indemnitees") from any claim, demand, loss, liability, and/or damage, of
whatsoever nature or kind, including those brought by employees or agents of Contractor or subcontractors,
if any, arising in any way out of or as a result of any act or omission of the Contractor negligence, willful
misconduct, or breach of law of the Contractor, its agents, employees, Subcontractors, and suppliers, in
connection with the performance of the Contractor's work pursuant to this Agreement, by Contractor, its
employees, agents, or subcontractors, and Contractor agrees to defend the Utility and the Indemnitees, and
to pay all costs including attorneys' fees and expenses incurred by the Utility in defending such claims. In the
event of joint or concurrent negligence of Contractor and the Indemnitees Contractor's indemnification
obligation hereunder shall be limited to its allocable share of such negligence attributed to it.
1.1,E NoAUthor%ty to BindUtility. Contractor has no authority to enter into contracts or agreements on
behalf of Utility. This Agreement does not create a partnership between the Parties.
1.14 Term of this Agreement and Termination: This Agreement is effective as of the date signed by
both Parties and shall continue in effect until completion of the project.
1.1.5 Time is of the Essence. Time is of the essence of this Agreement.
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1.16 Termination with Cause: In the event of a breach by the Contractor of any of the provisions of the
Agreement or if the Contractor does not progress on the agreed upon schedule or has a lack of attention to
the project, incompetence or carelessness in the performance of any or part of this Agreement, or in the
event that Contractor conducts work or performs this Agreement in a manner that, in the sole opinion of
Utility, endangers the public, the Utility's customers, their equipment, property, or surrounding properties,
then Utility may terminate the Agreement after giving written notice to Contractor, and such default is not
cured within 10-days of Contractor receipt of such notice. Upon termination, Contractor shall immediately
return to Utility, its meters, and any other property of Utility.
1.17 Termination for Convenience. Utility reserves the right, at any time, to terminate this Contract, or
any portion of the work, for its sole convenience. Any such termination shall be effective by delivery of a
written notice of termination to Contractor specifying the extent to which the Contract and related work
have been terminated with an effective date of no less than 30 days from receipt of the termination notice.
1.18NonAssignmentofContract: Contractor shall not assign this Agreement or any part thereof, or
enter any contract with any person, firm, corporation, or entity for the performance of the Contractor's
obligations thereunder, or any part thereof, without the prior, written approval of Utility in, which approval
will not be unreasonably withheld, conditioned, or delayed.
1.19 Non -Waiver.' The failure of either Party to exercise its rights under this Agreement shall not be
deemed to be a waiver of such rights or a waiver of any subsequent breach.
1.20Entire Agreement.• This is the entire Agreement of the Parties including the exhibits and attached
hereto and supersedes all prior oral and/or written understandings or agreements with respect to the
subject matter hereof.
1.21.Severabi/ity: If any part of this Agreement shall be held unenforceable, the rest of this Agreement
will nevertheless remain in full force and effect.
1.22AmendmentS. This Agreement may be supplemented, amended, or revised only in writing signed by
both Parties.
1.2.3 Warranty. -The installation services shall have a 12-month warranty on all craftsmanship based on
installation date.
This contract incorporates, herein by reference, the terms,and conditions of the following documents. If
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there is a conflict among the documents, their terms and conditions shall prevail in the following order.
• Attachment I Requirements Response
10�
Attach ment%201 ER
MU%20Requiremen-
• Attachment II Pricing Response
10�
Attach ment%2011 Pr
icing%20EIk%20Rive
• Statement Of Work (Exhibit A)
• Blackout Schedule (Attachment III)
19-1
Attach ment%20111
%20 Meter%20 Exch a i
• Certificate of Insurance
• Certificate of naming Elk River Municipal as additional insured
• Performance Bond
• Workers' Compensation Certificate
• Change Orders
136
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement in duplicate the day and
year first above written.
ELK RIVER MUNICIPAL UTILITIES
13069 ORONO PARKWAY NW,
ELK RIVER, MN, 55330
91
Mark Hanson, General Manager
ALLEGIANT UTILITY SERVICES, LLC
14319 Gregg Manor Rd STE 101
Manor, TX 78653
Jody Boyles, Chief Sales and Marketing Officer
137
Exhibit A: Statement of Work
1.0 Scope of Work Summary
The Contractor shall make a significant attempt to install 100% of the active meter/modules, other than any
pre -agreed upon excluded meters before proceeding to the next metered location installations. During the
term of this SOW, Contractor shall be expected to perform Services and manage the deployment process
according to the Deployment Schedule. Contractor responsibilities shall include, but not be limited to,
scheduling meter replacements, removing meters, installing meters, retrofitting AMI modules with existing
water meters, inventory management, operating cross -dock facilities, tracking and reporting on project
metrics and field deployment completion data, interface development, data file exchanges, and Work
Management. Contractor will work with the Utility to make 3 attempts to exchange a meter before turning it
back to the Utility (all three attempts are included in the pricing set forth below). The Utility will provide all
new meters, new meter storage, material logistic support and temporary space to house de -installed meters.
All National Electric Safety Code, American National Standards Institute (ANSI), and OSHA guidelines will be
observed and followed by the Contractor. Any problems found on site by the Contractor's employees will be
reported immediately to the Utility. A review of services will be conducted at the end of Phase I installation
activities.
2.0 Definitions
"AMI" shall mean Advanced Metering Infrastructure.
"Black -Out Window" the time defined by Utility when Contractor must not complete meter exchanges.
"Certified Installed" shall mean those meters installed that have passed all QA processes with data being
delivered to the Utility.
"CIS Data" shall mean the data file of work orders provided by Utility to Contractor from its customer
information system NISC.
"Cycle" shall mean billing cycles that contain Routes.
"Deployment Schedule" shall mean the mutually agreed upon schedule developed by Contractor and Utility
to support the scope set forth in this Statement of Work.
"Handheld" shall mean an electronic device (iPhone) or equivalent running Windows or Android on the latest
version available from the manufacturer that is compatible with, and incorporated into, Contractor's
software.
"Installation Attempt" shall mean physical visits, phone calls, letters, and other means to contact the End -
User Customer.
"Endpoint" shall mean new AMI meter, new AMI meter and module or a new AMI module to be retrofitted
with an existing water meter.
"End -User Customers" shall mean utility customers of Elk River Municipal Utilities.
"Installation Workshops" shall mean the structured startup Workshops led by Contractor for Utility staff to
138
jointly define the detailed requirements and specifications for this project.
"Installers" shall mean the field technicians who install meters for this project.
"Life Support" shall designate locations where there is Life Support Equipment or other critical service
requiring an appointment to install meters for this project.
"Peak Workflow" (Contractor's Work Management software) shall mean the workforce management
software product used by Contractor for managing the performance of Services on this project. The utility
will be using Peak Workflow for dashboard and program analytics.
"Route" shall mean meter reading routes.
"RTUs — Return to Utility" shall mean those Contractor work orders that need to be returned to Utility for
further investigation or other action as defined in the Installation Workshops. RTUs are deemed complete as
it relates to billing and completed work orders.
"Services" shall mean labor, material, equipment, tools, vehicles, transportation, storage, and other things
and actions necessary to perform and to complete the scope set forth in this Statement of Work.
"UTC— Unable to Complete" shall mean those installations that Contractor is not currently able to complete
due to issues of access or other reasons to be identified during the Installation Workshops. For avoidance of
doubt, UTC items are still the responsibility of Contractor until they are either resolved or change to RTU
status.
"Utility " shall mean Elk River Municipal Utilities.
2.0 Contractor Services
2.1 Quantity of Endpoint Installation: Installation of meter and modules quantities and schedule listed below
in Section 3.
2.2 Customer Appointment Letters: Printing and Distribution of Pre -installation Customer Appointment
Letters to all accounts.
2.3 Door Hangers: Printing of post -deployment door hanger to be hung in the field by the installer during
deployment. The Utility will draft the verbiage and graphics for the post cards and door hangers and approve
the final draft prior to printing by Contractor.
2.4 Scheduling of Appointments: Contractor will use their software to schedule the EnclPoint installations.
2.5 Integration: of Contractors work management software with Utility's CIS.
2.6 Hiring of Installers: Onsite employee hiring and training of Contractor's staff.
2.7 Data security: Accountability to secure of Utility's data.
2.8 Hosting: Security store Contractor's software.
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2.9 Call center: services to schedule water Endpoint installation. For revisits for electric meter installations,
appointments would be made by either the Installer or through the Call Center.
2.10 Customer -Facing Appointment Web site: to allow End -User Customers to schedule their appointments
and to make changes to scheduled appointments.
2.11 Installation Workshops: Work session between Utility and Contractor to talk through and agree on the
planned installation processes, including new installer Onboarding training required.
2.12 Installation Project Management: Contractor is responsible for all hiring, all installation reporting,
installation quantity control of workmanship, scheduling, inventory management, coordination with utility
staff, and supervision of all staff, including call center and staff not directly assigned to Utility. Facilitate
meetings with utility and Installation leads including weekly project management meetings and monthly
management team meetings.
2.13 Certified and Unreachable Meters: Document all successful EnclPoint change -outs and locations. All
document meters/accounts that are determined to be not possible to install where problems exist beyond
the Contractor's control.
2.14 Reporting: For both planned EnclPoint installation, successfully completed installations and installations
where the End -User Customer failed to be available for the scheduled deployment. Some examples of the
reporting include: 1) scheduled and planned EnclPoint installation, 2) Summary of installation successfully
completed (Certified), 3) Inventory report, 4) Escalations with accounts returned to utility for support i.e.
meter bypass, bad wiring, bad dog etc. 5) other Escalations due to problems, 6) installations completed daily
and running tally for the week, 7) installations completed by installer and number of escalations by installer.
2.15 Installation Work Hours: Electric Meter Installation Times: Normal hours for the Contractor to work in
the field doing meter installations at End -User Customer premises should never be before or after daylight
hours, typically before 8 AM or after 5 PM Monday to Friday for most instances, unless requested by the
End -User Customer. The hours can be extended past 5 PM in the summer months when the daylight is
longer but not before 8 AM, unless requested by the End -User Customer. The specific installation time is to
be coordinated monthly between Contractor and Utility. Water Meter Working Hours for Customer
Appointments: 7:00 am until 7:00 PM Monday -Friday and 8:00 to 5 PM on Saturdays. Special circumstances
outside of these hours must have prior authorization from Utility.
2.16 Black -Out Window: Utility will define when Contractor must not complete meter exchanges. During
Installation Work sessions, Contractor and Utility shall agree on a route release schedule that ensures routes
and billing cycles will be released to the Contractor in a manner such that installations can continue on
certain routes / billing cycles while others are in black -out. The black -out dates are listed in Black -Out
Schedule (Attachment III)
140
2.17 Route Completion: Shall mean when 99% of the defined meters assigned to Contractor in the route is
completed as each meter will be defined as either 1) Certified, 2) Return to Utility to Install, 3) Pending and
waiting new install date/time, 4) escalated to the utility.
2.18 Water Meter Appointments: Failure of an End -User Customer to be available for a scheduled
appointment such as not being home and/or allowing access to the premises is defined as a Missed
Appointment.
2.19 Revisiting Installed Meter Locations: When Contractor revisits previously installed equipment at
Customer's request within 14 days of installation to troubleshoot the installation, the cost of this revisit will
be the same cost as the original installation. If the revisit results I Contractor determining that there was an
installation issue caused by Contractor, there will be no charge to Utility for the revisit.
2.20: Unable to complete Installation: - Allegiant may come across meter locations that are unable to be
completed. Classifications of Meters that are unable to be completed are: Not able to locate, End -User
Customer refusal, Obstruction, Locked Gate, No Access, Unsafe Animals, Customer Side Leak, Utility Side
Leak, Inoperable curb stop, Direct connect without shut offs. Meter does not match work order.
2.21: Out of Scope: Traffic lights, railroad crossing, meter exchanges in confined spaces and polyphase
meters as agreed to by all Parties.
2.22: Integration with NISC: As defined in Attachment I Requirements Response.
3.0 Deployment Schedule
The Contractor must maintain a forward -looking detailed installation schedule based on the Deployment
Schedule.
The Contractor will deploy approximately 100 electric meters and 20 water EndPoints during Utility's initial
deployment period. The Contractor's personnel will be onsite to deploy meters for approximately 1- 2 weeks
continuously, during which all meter and EndPoint installations will be performed.
• Utility shall provide updates on anticipated full deployment start date once a month after
initial deployment period. At least 45 days prior to the start of the full deployment,
Contractor will confirm the full deployment start date.
• Both Parties will mutually agree to the schedule in the table below.
• The agreed upon schedule is expected to have a reasonable ramp -up period at the start of
the deployment followed with a steady state period anticipated to occur over a continuous
10-month period and ending with a ramp down process.
• A Deployment Schedule by EndPoint will be created as part of the Installation Workshops.
Project entails the following:
Completion of electric and water EnclPoint quantities listed below.
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If both Contractor and Utility agree, the dates below could be accelerated or extended.
Project Sponsors Logistical Kick-off: Month 1 I TMarch 2024
(Within Two weeks from Contracting)
Phase I Initial Deployment Area (IDA): Month 1, 2 and 3 March -May 2024
Pre -Installation Planning, System 3
Integration, and Installing of IDA
meters
*Work Stoppage Between Phase 1 and 30-60 days 2 June 2024
Phase II
Phase II Full Deployment: (Full System Months 4-13 10 July 2024-May 2025
Deployment)
TOTAL TIME: 1 15
Planned Deployment Timeline Meters Per Month
Logistics
Training and Install
—150 meters*
None.
Install all remaining
electric meters, water
modules and water
meters
15 months
Month
Electric Meters
Water Meters & Modules Replacements
Water Modules to be Retrofit
with Existing Water Meter
Months 1-3 (IDA)
100 By
Contractor
20 By Contractor
5
Full Deployment Area (the quantities below are estimates and will be finalized during pre -deployment
workshops)
4
1210
500
75
5
1210
500
75
6
1210
500
75
7
1210
500
75
8
1210
500
75
9
1210
500
75
10
1210
500
75
11
1210
500
51
142
12
1210
500
0
13
1140
490
0
Total
12,270
5,010
581
4.0 Customer Installation Appointment Scheduling
4.1 Electric Appointments: For locations behind gates without gate keys available from the utility,
obstructed electric meter locations and other "access " issues that an appointment may be necessary to
exchange the electric meter, Contractor shall notify the Utility for mutual resolution. All electric meters
are located on the outside of the premises
4.2 Maximum of 3 Attempts: For those locations where the Contractor may be required to contact the
customer prior to performing the work, the Contractor should make a minimum of three (3) attempts to
contact the customer. If after three (3) attempts the Contractor is unable to contact the customer for
electric or for water the customer failed to keep a committed appointment, the Contractor should then
provide records showing the attempted contacts and proceed to change the meter. Please state
otherwise if (3) attempts are not standard practice in Utility's preferred model and/or if it is not
included in the base bid.
4.3 Scheduling of Water Meter Appointment: Contractor should provide a toll -free number for customer
questions regarding installation scheduling. End -User Customers may use Contractor's toll -free number
for general AMI questions. Numbers to be listed on all customer communications. Contractor must also
provide a Web Based Water Meter/Module as a means for customers to schedule installation
appointments via web site. The Contractor must also include a means for End -User Customers to
change their installation appointments via a web site.
5.0 Work Order and Data Integration AMI Meter Implementation
Allegiant Utility Services proprietary WMS, Peak WorkflowTM, is purpose-built platform for utility mass
deployment and exchange projects in the electric, water, gas, and clean energy markets.
Digital data is captured in real-time. As Technician captures data and photos, it is uploaded to Allegiant's cloud
instantly, allowing full role -based visibility to everyone on the project including Utility staff, Program Managers,
Project managers and affiliate team members. Allegiant's digital platform reduces human error that can occur
during large scale projects, ties seamlessly into standard operating procedures and provides a managed
workflow. All information captured in the field can be efficiently reviewed and approved with the quality
assurance features. Allegiant knows the Technician may not always be connected, so Allegiant's mobile app is
smart about managing data allowing Technicians to work even in the remotest areas throughout the day.
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Allegiant's project team will work with Utility's staff to develop and manage the transfer of data throughout
the course of the project. On average, it takes 3-4 weeks to set up all the files and build out Allegiant's work
order system for a project. Project start-up and WMS configuration can be condensed to as little as 2 weeks
as Allegiant's team has capability execute testing and setup quickly.
5.1 Key Peak Workflow Features
Project Management
Track and visualize production across services installed vs. not installed
Overall status of all work orders
Understand all current activities in the field
Quality assurance tools
Customer Service
Searchable data and photos
Determine technician locations, view badges
Data Management
Completion Reports
Technician Performance Reports
Inventory Control Reports
Daily Activity Emails
Customized, Managed and Detailed Workflow
Enables in -field quality controls
Enforce SOP per project
Flexible per project requirements
Capture data, photos and GPS
Data validation on save
144
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Information flows from the Utility's CIS into Allegiant's Service Delivery and Quality Assurance processes then exchange
data is delivered back to the Utility CIS system.
5.3 Primary ®a to Transfer File requirements
145
a. Location File
b. Post Meter Change Out Export File
C. MMF file
J. Blackout Dates
e. Damaged Meter
f. CNC Meter File
g. 3 Strike File
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Exception Formats
5.4 Location File
Allegiant will work with Elk River, MN to create a CSV file that contains the following data elements to load into Allegiant's
"Peak Workflow" program conducting the meter exchanges in the field.
Sample:
Allegiant Utility Services Template - Existing Meter Location File CSV Preferred File Format
Instructions: Update column headers, column positions, and length constraints as appropriate to Utility's CIS.
Column Header
uired from Utility CIS
Length
Column
Positio
n
Notes
X Account
50
1
Customer account number
X Old Meter Number
20
2
Old meter serial number (Primary Key)
X Last kWh Reading
10
3
Typical KWH reading
X Meter Form
15
4
i.e. 2S, 2S-SD, etc.
X Read Notes
100
5
Notes regarding service location, gate codes, etc.
X SubArea
50
6
i.e. Substation
X Circuit Number
50
7
i.e. Feeder
X Billing Cycle
50
8
Code or name of cycle
X Route
50
9
Code or name of route
X Old Latitude
15
10
Can be 18 if needed for NISC
X Old Longitude
15
11
Can be 19 if needed for NISC
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Account Old Meter Number Last kWh Reading Meter Form Read Notes SubArea Circuit Number Billing Cycle Route Old Latitude Old Longitude
34534534 TS3242353 3425 2S Gate Code:1234 r 02 r 04 r 03 r 01 44.9453656-93.3358785
64645456 T5329546 4203 2S r 01 r 03 r 02 r 02 43.5403388-109.6520657
a. Location files are typically loaded daily/weekly during the course of the project to keep the data up to
date.
b. Files are typically sent across Allegiant's SFTP site.
C. Post Meter Change Out Import File
d. Allegiant will work with Utility to create a file for import into NISC for the meter change outs.
Sample:
Allegiant Utility Services Template - Completed Meter Exchange File (Extended) CSV Preferred File Format
Instructions:
Update column headers,
column positions, and length constraints as appropriate to Utility's CIS.
Column Header to
Column
Exported
Utility CIS
Length
Position
Notes
X
Account
10
1
Customer account number
X
Old Meter Number
15
2
Old meter serial number
x
Old kWh Reading
10
3
Old kW Reading
10
Optional based on project
Old kVa Reading
10
Optional based on project
Old kVar Reading
10
Optional based on project
x
New Meter
15
4
x
New kWh Reading
10
5
New kW Reading
15
New kVa Reading
15
New kVar Reading
15
New Meter Dial
10
X
Reading Date
8
6
UTC unless otherwise agreed
Meter Set Number
5
Demand Code
5
Service Location
20
Map Number
20
X
New Latitude
15
7
Can be 18 if needed for NISC
X
New Longitude
15
8
Can be 19 if needed for NISC
Account Old Meter Number Old kWh Reading New Meter New kWh Reading Reading Date New Latitude New Longitude
235345653 TS3453453 3452 81929392934 0 2019-01-01 43.5403388-109.6520657
e. Allegiant will work hand and hand with you to ensure the file formats are correct through the data
validation period of the project.
f. Meter change out files can be provided daily by using Allegiant's SFTP site.
g. Photo uploads to the NISC or other applicable are available in batches of 1000 meters which equates to
5000 photos. Allegiant uses the standard NISC XML format for the Vault.
5.5 Meter Manufacture File ®®MMF"
a. The MMF is loaded into Allegiant's WMS, Peak Workflow, program and used to validate the new meters
going into the field ensuring Allegiant has the correct bar coding.
b. MMF files are typically provided through the course of the project as meter shipments are delivered.
5.6 Handheld Devices
a. Meters tracked in map interface on Allegiant's handhelds
b. Flexible meter reading inputs
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C. New meter numbers scanned in
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TS423492O x
FACOTOR 2S-SD ST1ATUS Active
ADDRESS 12345 Anytown Street SW
Sometown, FL24324
LAT/LONG 46.96875456
-92.54673421
NOTES Small dog, gate code: 1234, be
sure to not let dog out
5.7 Web Tools
Meters install detail screen:
8 dA-W i Wttk Order D@UlhI 17167UI
6:071
Cancel Work Order
METER I ASSIGN€D
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Show location information Q
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23492342057 II IIII
Pre -work Site
Photo
O
+�
Old Meter Photo �
Add Photo
5. 8 Deployment Progress Tracking
During the project onboarding process, Allegiant Utility Services will align with ERMU (Elk River Municipal Utilities) on
the desired production schedule. Typically, this is based on cycle and route or substation and circuit depending on the
utilities network infrastructure and other considerations. This can be focused on single geographic regions or multiple
areas again determined in collaboration with the utility.
Allegiant's WMS has two primary views for work order assignment: list view and map view. The same powerful filter and
search functionality is available on both views. Filters include status, district, substation, circuit, cycle, route, book, user -
defined groups, form factor, technician, and other custom filters. Search includes serial numbers, customer, account,
address, and other fields. Filter and search efficiently locate appropriate record set for analysis and assignment to skilled
Technician.
Map views add capabilities to visualize by status including blackouts, district, substation, circuit, cycle, route, and
assignment. Further shapes can be drawn directly on filtered or unfiltered views on the map to make assignments or
save a user -defined group for later quick reference. For example, a program manager may filter the map view down to
a specific circuit or route and form factor, then use the geo-shape tools to split it into assignments across differently
skilled Technicians.
a. Updated daily
b. Color coded to track completed and skipped meters.
C. Organized by Technician and meter type
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5.9 Utility Access
a. Unlimited access to web portal included in base contract during the deployment.
b. Secure login for each user
C. Custom reporting
Application and Support
Allegiant's proprietary WMS, Peak Workflow, offers robust configuration to meet Utility's requirements. UTILITY will
have 24/7 access to the Peak Workflow web portal and related Mobile App. UTILITY staff will be assigned various roles
that allow access to appropriate features. UTILITY Admin users will have the broadest access to the web portal with
capabilities to view status, view planned progress and dashboards, assign work and inventory to Technician users and
report all data. UTILITY Viewer users will have access to the same views/reports as Admin's, however, cannot affect
change on the data. Technician users will have access to work order maps and data capture features within the Mobile
App.
a. Administration
i. areas including features like quality assurance, user management and multi -project reporting
for an Account -level Admin will not be accessible.
b. Support
i. Allegiant provides 24X7 support on the applications.
C. Validations
i. In field validation of every data entry ensures accurate information.
150
ii. New meter numbers scanned for accuracy and compared to preloaded list of available meters.
iii. Meter reading dates preloaded to allow utility defined blackout period.
iv. Meters cannot be changed out during blackout period.
V. Database post processing ensures data integrity and accurate billing.
vi. Follow up reporting provided for meters not found in field, or inaccessible for change out after
multiple efforts to access site.
5.10 High LeveiSecurityandArchitecture
C
os Ul
Web UI
♦ Modern Technology Stack
♦ 99.9% Uptime
♦ Encrypted Web and Mobile access via SSL/TLS
♦ Data and file -level encryption
♦ Cloud infrastructure protected within Virtual Private Network
♦ Redundant backups and clustered database instances
♦ SFTP encrypted site for file sharing
6.0 High-level Warehousing and Storage
1. Material Handling
a. Utility issued keys and barrel lock tools will be tracked per technician.
b. Technician will return old meters daily
i. Old meter serial numbers on outside of box
ii. Initials of tech and date on outside of box
c. Old meters will be palletized and shrink wrapped
2. Metersalvage
a. Salvage Meter Process
i. Allegiant palletizes and shrink wraps
ii. Allegiant will pick up meters Monthly after hold period
7. ® Call Center
1. Staffed 7 AM— 7 PM CST
2. #800 assigned to project
151
3. IP based platform support call forwarding to contacts
4. Call Volume Reporting and Issue tracking
5. Recording for calls and voicemail provided upon request
8.0 Safety Program Summary
1. All employees go through rigorous hot socket and meter handling training to ensure all of Allegiant's
employees are following all appropriate guidelines.
2. Each Allegiant employee wears PPE gear to include the following:
• Safety glasses\Face shield
• Hardhat
• Logoed FIR shirt and pants
• Protective footwear
• 600 Volt protective gloves and leathers
• FIR High Viz vest
3. Allegiant employees are issued appropriate contractor ID badges.
4. Daily/Weekly tailgate meetings are conducted to review the safety guidelines and review any field incidents.
5. In the event a meter exchange results in an unsafe meter can condition Allegiant's employees will follow the
local utility procedures and wait onsite until a utility personnel arrives.
Safety manual will be provided for a detailed review of Allegiant's program.
152