6.1g ERMUSR 03-12-2024��i
Elk River
Municipal Utilities UTILITIES COMMISSION MEETING
TO:
FROM:
ERMU Commission
Mike Tietz —Technical Services Superintendent
MEETING DATE:
AGENDA ITEM NUMBER:
March 12, 2024
6.1g
SUBJECT:
Staff Update
ACTION REQUESTED:
None
DISCUSSION:
• In February, the locators processed 110 locate tickets. These consisted of 91 normal
tickets, 3 emergency tickets, 8 updated tickets, 3 cancellations, 3 meets, 1 correction,
and 1 boundary survey. This resulted in an 18.3% increase in tickets from the previous
month and is a 34.1% increase from the prior February.
• Electrical technicians completed 535 service order tasks, updated the power bill,
addressed customer meter issues and any off-peak concerns.
• The Advanced Metering Infrastructure (AMI) residential water meters and residential
electric meters continue to be installed in new services. The electrical technicians have
been busy changing out our Automated Meter Reading (AMR) to AMI meters around
the system.
• The contract for meter installations has been reviewed by our legal team and fully
executed (attached). This was approved pending legal review at the February meeting.
We held our kick-off meeting on March 11 and are working through the initial setup
processes before we move into the mass meter deployment.
• Integrating National Information Solutions Cooperative with AMI continues to progress
as expected. We have resolved most of the identified issues and are currently utilizing
Meter Data Management for all AMI meter reads. We will continue to read AMR meters
via drive -by method until we have fully deployed all the AMI meters.
• For the month of February, staff did not run generators.
• One of my staff members will be out due to a medical procedure for approximately six
weeks.
• The substation apparatus technician has been working on preparing the physical design
package for East substation so that we can send this out for engineering review within
the next few months.
ATTACHMENTS:
• Allegiant Utility Services AMI Endpoint Installation Agreement - Executed
Page 1 of 1
196
AMI (ADVANCED METERING INFRASTRUCTURE) ENDPOINT INSTALLATION AGREEMENT
A
THIS A INSTA LATION AGREEMENT (the "Agreement") is made and entered into this -day
of r 2024, 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:
1.1 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 Attachment III Black -Out Schedule
197
1.2 Utility Customer Relations: 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.
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: "Confidential Information" 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 Independent Contractor Relationship: 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.
1.6 Business 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
HM
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 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.
1.7 Compliance 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.
1.8 Reimbursement of Expenses: 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: No workers' compensation
insurance shall be obtained by Utility concerning Contractor or employees of Contractor.
1.11 Insurance: 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
199
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.
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.
1.12 Assumption Of RISK and Indemnification: 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.
200
1.13 No Authority to Bind Utility: 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.
1.15 Time is of the Essence. Time is of the essence of this Agreement.
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.
1.18 Non -Assignment of Contract: 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.
1.20 Entire Agreement: This is the entire Agreement of the Parties including the exhibits and
additional documents attached hereto, and supersedes all prior oral and/or written
understandings or agreements with respect to the subject matter hereof.
1.21 Severability: If any part of this Agreement shall be held unenforceable, the rest of this
Agreement will nevertheless remain in full force and effect.
1.22 Amendments: This Agreement may be supplemented, amended, or revised only in
writing signed by both Parties.
201
1.23 Warranty: The installation services shall have a 12-month warranty on all craftsmanship
based on installation date.
1.24 Incorporation of Additional Documents: This contract incorporates, herein by
reference, the terms, and conditions of the following documents. If there is a conflict among the
documents, their terms and conditions shall prevail as described in section 1.1 Scope of Work.
1.24a Attachment I Requirements Response
Mandatory Minimum Requirements
Item # Mandatory Minimum Requirements
Comply Yes or No
Prime Bidders must have demonstrated and completed three successful
EnclPoint Installation Projects with municipal utilities that have both electric
1
and water service.
Yes
The Onsite project manager of the Prime contractor must have completed
three successful End Point installation projects with a combination of three
2
electric utilities, three water utilities or three combo electric & water utilities.
Yes
Bidders must provide a bid for all services defined in the RFP. Prime Bidders
are welcome to obtain subcontractors to best fill gaps in their overall solution
3
Iso long as conditions in 4-6 are followed.
Yes
The site project manager must be an employee of the prime contractor
4
leading the work for both electric and water.
Yes
5
A single software solution must be used for both electric and water End Points.
Yes
If using Subcontractors as part of your proposed staffing plan, Bidders must
indicate what assigned staff are employees or subcontractors of the prime
6
contractor.
Yes
For any exceptions or assumptions, Suppliers should state them in the Exception to Requirements tab
Fully Comply
Supplier
Elk River Municipal Utilities (Purchaser) -
and
Not
Supplier Comments and
Req.G
Requirements/Specifications for Endpoint Installation Services
Comment
Proposed in
Comply
Clarifications
Required
Base Bid
Vendors please insert a T' in either the Fully Comply or Not Comply. Please insert
Ifstating Fully comply, comments will be
comments and clarifications in Column F. Please don't add rows into this file.
ignored and wadors must comply with the
stated requirement as written with no
quality and Risk Control
1
qualityand Process Certifications: Upon request,the Suppliershould providealistmofficial quality and/or process
x
standards with which the Supplier complies (i.e. ISO 9000 family).
x
z
Safety: The Supplier should have implemented a detailed and documented Safety Management Program. Please provide
yes
any available written materials that describes your safety program if you have materials readily available. You can
provide this with a separate attachment to your proposal.
Please see detail response in RFP Bid
x
Installation Software: The Supplier should have a secure software -based Work Management System integrating
3
handheld field tools with Purchaser's NISC Customer Information System and Meter Data Management System. The
Yes
current vendors are NISC CIS, FlexNet (Sensus), and Esri GIS. This software is used to manage the smart meter exchange
installation process.
Please see detail response in RFP Bid
202
Daily Dashboard: Supplier should have a daily dash board that provides updates each day consisting of thefollowing: a) X
existing meter locations installed project to date b) meters installed current day, c) rolling schedule of future installs
4 planned to be installed over the next 30 days. If the Supplier prior customers have found additional data to be viewed via Yes
the dashboard to be valuable, please suggest additional information to be presented.
Master Service Agreement: Vendors should include their standard Master Services Agreement that would include
6 warranties, insurance requirements, statement of work attachments and other standard contractual language they are
proposing in this potential agreement.
Quality Processes: Upon request, the Supplier should provide its quality process for endpoint deployment services. X
Please attach these process descriptions within your proposal. This primarily involves capturing the last legacy read
7 correctly, serial numbers, form factors, water meter size, dates, etc. for the exchanged legacy to AMI Endpoints. Yes
Please see detail response in RFP Bid
Warranty. Supplier shall warrant its work for 12 months following completion of installation and acceptance of all work. X
8 Supplier is requested to acknowledge its compliance with this requirement. Yes
Please see detail response in RFP Bid
Pricing References and or Commerms: Electric meter Quantities
All references to pricing or costs must only be defined in Attachment II Pricing. Any comments or footnotes to pricing In X
this Attachment I, will be ignored. The quantity of electric meters by form factor for the Supplier to install is as follows:
3 Meter Type Qum6ry
3.I F09m$3 11 89
3.2 rom 2SE 46
9 3.3
Fam 3.4 !IS -163Iaudlcd by ERMS:
[ostltll for New Electric Meters/Modules for 12,270
InstaUsiddon Supplier to Install
All references to pricing or costs must only be defined in Attachment II Pricing. Any comments or footnotes to pricing In
this Attachment I, will be ignored. The quantity of water meters/modules and module onlyfm the Supplier to install is as
10 follows:
Quantities of water meters and modules in scope X
6 FaMly Meter Mrter Star Q".taY
10
NEW Water Meters,
5
Encoders & Registers mad
Quantity
AMI JVHUs
5.1
Short iPerl 3/4"
4,5,6
5.2
iPerl
1"
338
5.3
Cordooel
1 1/2"
93
5.4
Cordood
2"
-
5.5
Cordooel
3"
23
5.6
Cordonel
4"
9
Cordovel
6"
1 1
5.7
5.8
Cordovel
8"
-
Insta3 for New Meters,
5,010
Encoders,
Registers and MIUs mind
Instau
TYPe
61 �l?.Sns 6R' Sly
62 aryw EBanw
lmbuanc
6.) Illavy MyRS
E.sar
6.1 Sae 1 12' 11
6.1 a'*- m to
1 arI[rr MeeR T
&Sam
61 I lieneyFYrR-
Background Checks: The Supplier may be accountable to complete a general background check on all employees to
X
11
out individuals with criminal backgrounds, sex offenders and other categories as proposed by the Supplier for
both prime and any subcontractor employees.
Clothing: Endpoint installation crew should wear clothing and drive vehicles that clearly indicate the installation
X
12company's
name.
13
OSHATmined:lnstalters should be trained on OSHA safety practices and on the appropriate meter types (the meter type
X
selected is a TBD at this time).
Installer's ID's: All meter installation crews should carry proper identification, vehicles should have identifying car
X
magnets, carry I.D., and identify themselves to all Purchaser's customers before any installations are made. Car magnets
14
to be provided by Supplier with Purchaser design approval.
Ethical Behavior: The Supplier will not collect any monies from Purchaser's customers and shall not accept any payment
X
15
for services or energy furnished by Purchaser to its customers or any other person.
Safety & Environment
Personal Protection Equipment: The Supplier should supply and require electric meter installers to use certified tested
X
low voltage gloves, glove protectors, safety glasses, hard hat and other appropriate clothing at a minimum and should
supply additional Personal Protection Equipment if required by applicable laws, codes and regulations. The Supplier
should supply and require water meter installers to use gloves, safety glasses, temporary jumpers for installations
16
without jumpers around the water meter at a minimum and should supply additional Personal Protective Equipment if
required by applicable laws, codes and regulations. Please describe all aspects of clothing and safety equipment for the
Supplier's installation staff.
Safety Procedures: The Supplier will receive a copy of Purchaser's Safety Manual and should follow the procedures
X
outlined in the Safety Manual. Failure to comply may be considered performance default by the Supplier. Supplier should
17
notify Purchaser in writing if it believes there are any conflicts between the Safety Manual and applicable laws, codes and
regulations.
Arc Flash for Electric EndPoirm Installation: All personnel working on behalf of the Supplier should be dressed in
X
appropriate PPE category clothing, when working on energized equipment, which corresponds to the Owners Arc -Flash
18
Hazard Assessment latest report on file. Purchaser currently requires flame resistant clothing be worn with a minimum
c rating of 8 calories per square centimeter. 277/480 volt equipment must be decnergized before being worked on.
19
Unsafe conditions should be reported by Supplier immediately to the Utility for resolution.
X
203
20
Safety incidents maybe recorded per OSHA standards.
X
21
Environmental Laws: The Supplier should perform all work in accordance with State and Federal Environmental Laws.
X
22
Reporting Issues: The Supplier should report any unforeseen environmental issues immediately to the Purchaser.
X
Inventory Management
Asset Tracking: The Supplier should provide an electronic inventory system to track all meter and module assets down
X
to the employee level to and from the field as well as to and from the AMI Solution contractor(s). Integration with
23
Utilities systems may be required and assets should be updated daily.
Yes
We inventory tracking down to each technician
sing or WOM's solution Peak Workflow
Tracking Chain -cif -Custody: The Supplier may utilize bills -of -ladings to track and account for material transfers between
X
their warehouses and other users (employees, subcontractors, the Purchaser or other third parties). The Supplier may
24
assume all liability for any inventory loss not documented with a chain -of -custody bill -of -lading transfer. Please confirm
agreement to this requirement and describe your inventory managements solution.
Daily Inventory Reporting: Supplier should provide Purchaser a daily inventory report of all meters and modules supplied
X
25
materials in their possession.
Yes
We inventory tracking down to eachtechnician
sing or WOM's solution Peak Workflow
Periodic Inventory Reconciliation: On a periodic basis, Supplier and Purchaser should reconcile the meters issued to
X
Supplier vs. smart meters not otherwise installed or returned to Purchaser by Supplier up to that point in time. Supplier
26
should acknowledge this requirement.
Work Order Management and Handhelds: IT and Security
Supplier to Provide Work Order Management Process: Supplier should provide its own Work Order Management
X
(WOM) system to implement all aspects of work performed under this RFP. Supplier should develop a Work Order
Management process and workflows that cover all activities in this RFP. Supplier's processes should include the
27
methodology used to manage and control individual installations from a scheduling, completion and dose out
Yes
standpoint, including any coordination required with
Purchaser. Supplier should provide an overview of its proposed WOMB as part of its response to this RFP.
Please see detail response in RFP Bid
Purchaser to Use NISC AppSufte for Purchaserto Install Selected End Points: To complete selective meter installations,
X
Purchaser will be using their NISCAppSuite mobile workforce software to process the following: 1) replacing a failed AMI
meter and/or Module with a new AMI meter and or Module, 2) Replacing a water meter that failed, 3) for new
construction and adding the initial meter/module to anew premise. For these use cases, there is no assumed need to
28
integrate NISC AppSuite with the
Yes
Supplier's software but we are asking the Supplier to state what their typical approach is for the utility to complete AMI
meter installations with these type of use cases. When Purchaser installs an AMI meter, the Purchaser's NISC CIS will be
updated with the appropriate AMI metering asset information.
Please see detail response in RFP Bid
Change a Scheduled Account from Supplier to Purchaser: The Supplier must have the capability to view via the Supplier's
X
29
WMS a scheduled EndPoint installation premise account and change the status for the EndPoint to be installed by the
29
Purchaser versus by the Supplier.
Handheld Devices Used by Supplier Staff. Supplier should provide all hand held computers, tablets, smart phones or
X
other devices required to schedule, implement, program, and activate the smart meter/ module deployments and the
cording of information associated with the installation process. These devices should be an integral part of its Work
Order Management system and processes. Supplier's system should have the ability to dispatch and push data to
individual workers and to monitor progress throughout the day, and the ability to capture pictures, snap GPS LAT/LON
30
and utilize barcode scanners. Supplier's application is expected to validate Supplier collected data against expected
Yes
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. Supplier's system should have the ability to upload completed data to the dispatch
application wirelessly.
Installer Notes in Handheld: The WMS handled system must allow notes entered by installer primarily for premise acce,ss
X
issues e. a) arrived at premise for scheduled appt at 8:30 am 10/15/23, b) electric meter located behind locked gate and
31
don't have entry, c) large dog in yard near electric meter and concerned for safety.
Yes
Scripting. Supplier's work order management system should have the capability to load scripts onto handhelds that
X
direct installers to execute certain activities when at a premise. This capability should be a part of the work order system
and be based on the agreed to logical workflows. Supplier should develop and test scripts prior to start of deployment,
32
and update these periodically as conditions change or requirements warrant, without impact to the deployment
schedule. The Supplier's scripts should cover all requirements contained in this RFP.
Minimizing Errors. the Purchaser seeks to eliminate exceptions caused by installation errors. Supplier should design its
X
processes to minimize data errors entered by an installer, such as wrong meter number, incorrect meter read, etc., by
establishing data checks in its handhelds and work order management system. Supplier should also design its system to
33
provide prompts that assure that the installer is at the correct premise prior to commencing the meter exchange and
Yes
module installation process. Please describe Suppliers tools and/or processes developed to minimize installation
exception errors.
Exceptions Caused by Supplier Errors: When the legacy to AMI meter exchange produces exceptions and those
X
xceptions are determined to be caused by keying errors by the Supplier, the Purchaser will track these errors and report
34
credit request of $10 per error recorded. The tracking of these exception errors will be submitted monthly by the
Yes
Purchase.
Notes in Mobile Device: The Work Order Management system should support the loading of premise specific
X
35
information such as meter location, access issues, meter behind gate, etc.
Real -Time Dynamic Scheduling: Work Order Management system should have the ability to dispatch and push data to
X
35
individual workers, monitor progress throughout the day, and report on this progress i.e. change of appointment time for
water meter change rit.
Special lnstrucHons by Account: Work Order Management system should have the capability to load special instructions
X
36
or codes onto handhelds that direct installers to execute certain activities when at premises.
Meter Exchange Black -Out Dates: Supplier must follow the defined black -out dates as listed below: In summary.
X
1) Schedule has been adjusted for holiday/closed office days.
2) The Friday BEFORE the read meter task is the first day of the black out. (Starting at the beginning of the business day.
37
3) The meter read date should match what we currently have on the Billing calendar.
4) The Thursday AFTER the billing date is the end date of the blackout. (Starting at the beginning of the business day).
204
Cycle Planning: Upon award, Supplier should provide its detailed process and work flows for meter cycle selection and
X
cycle requests that it plans to use. As part of the routine execution of its work, the Supplier may be required to provide
periodic cycle Requests prior to release of cycle data to Supplier, so that Purchaser can confirm that Supplier's cycle
Request meets all Network Deployment and other business requirements of the Purchaser prior to release and approval.
Meter replacements may be suspended during billing windows based on the cycle. Purchaser has provided a file listing
specific meters to be installed by month and a listing of the current meter cycle that each meter belongs to but we are
not providing any cycle planning scripts. A CIS map can be provided with the general location of each meter. Purchaser
may request irrigation and seasonal meters to be done during the months of July September
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38
Yes
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solution to ensure meters will not be changed
out when they are up for billing.
Day tuck Ahead: Supplier may be required, on a daily basis, to provide purchaser with a '1-day look ahead" that
X
contains the key cycles that Supplier intends to deploy meters and modules on. The format of the data should be
39
mutually agreed to.
Yes
Information Technology
Data Security, Synchronization, and Upload. Through automated means, the Supplier should record all appropriate
X
meter exchange and module installation information and provide the data in a common readable electronic format for
40
batch upload into Purchaser' IT systems no later than end of the business day.
41
Minimum Information Required. The Supplier should list the minimum customer information that Purchaser will need
X
to supply to perform the work.
Batch Completion of AM[ Meer Exchange Installation Service Orders -'To Utility", on no less than a daily basis,
X
Supplier should process the completion of bulk AMI meter exchanges and send to Purchaser's CIS. The file data
42
requirements, format, transfer methodology and frequency of these requests should be mutually agreed to between
Yes
Supplier and Purchaser. Note, Attachment IV defines the Integration to Meter Exchange Integration method.
Data Elements and Installer Tasks for Electric Change -Outs. The Supplier should capture and transfer the data
elements listed below: The Supplier should capture and transfer the data elements listed below:
43
ID of the installer.
X
44
Date/time the order is completed.
X
45
Read from the removed electric meter.
X
46
Read from the new electric meter. The reading from the electric meter being installed is expected to be zero.
X
47
Serial number of the electric meter being installed.
X
48
Sensus FlexNet ID Number.
X
49
Meter number of the electric meter being removed; if applicable.
X
50
Follow-up Rags indicafing that Purchaser should investigate situations found at a premise such as
X
51
Comments section is to include the correct versus incorrect data found and note follow-up flag details.
X
52
Premise as found condition (based on list to be provided by Purchaser).
X
53
Premise as -left condition (based on list to be provided by Purchaser).
X
54
Certification that locks and seals are in place -Y/N.
X
Global Positioning System (CPS). The Supplier should capture CPS spherical (latitude, longitude, and altitude)
X
coordinates for each electric meter with an accuracy no worse than plus or minus three (+/- 3) meters. The process
55
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. Data should be delivered in a format with a spatial reference that can be
readily used by Pur haser's' GIS.
56
Digital photograph of the as found meter/meter read.
X
57
Digital photograph of the empty electric meter can with meter removed.
X
58
Digital photograph of the as -left meter/meter read (Meter Socket).
X
59
If repair required, a digital photograph of the electric meter with the meter removed revealing appearance.
X
205
60
Meter Attachment Type: Home, pole or meter Fred.
X
61
Secondary wire size: U6, #4, 1/0, 2/0, 4/0 or 250 AL or CU.
X
62
Meter Clearance: 3 feet in front and 3 feet on the sides.. Yes or No. If <3 feet provide photo.
X
63
Meter socket accessibility concern
X
64
By Pass Meter Socket: Yes or No.
X
65
Meter socket amperage rating
X
66
Does meter/stand pipe need attention: Yes or No.... Provide Comments.
X
67
Identify any damaged meter sockets that require repair or replacement and/or or minor repairs.
X
Meter Seal Lid/Ring: Once a meter is replaced, the lid and/or ring will be placed back on the meter base and the
x
appropriate meter seal will be used to seal the meter. Supplier will follow Purchaser's Meter Seal Policy to determine the
68
appropriate type of seal to utilize for each location. Meter seals will be provided by Purchaser.
X
Please see addition pricing to capture read in
ERT Meters without Readable Displays: A small percentage of existing ERT meters don't have a readable display to
pricing table.
capture the read of the legacy meter before changing out the meter. For any of these meters, the installer should use the
69
Itron hand -hold device to capture the meter read. Supplier to provide Itron FC300 hand-held device and attach picture o
handheld display for meter read.
Data Elements for Water Meter Change -Outs. The Supplier should capture and transfer the data elements listed belowl
1
70
ID of the installer
X
71
Date/time the order is completed
X
72
Read from the removed water meter ERT.
X
73
Read from the new water meter. The reading from the water meter being installed is expected to be ten.
X
74
Serial number of the water meter being removed
X
75
Serial number of the water meter ENT being removed
X
76
Serial number of the water meter being installed
X
77
Sensus FlexNet ID Number.
X
78
Installed Meter Brand, Type and Model.
X
79
Installed Meter Size
X
80
Is the current meter installed Vertically or horizontally: state direction. All joints should be leak tight.
X
81
Does the meter have a pressure reducing valve? Yes or No
X
82
Is there an electrical jumper? Yes or No
X
83
Is there a valve before and after the meter? Yes or No. Define the type of valve in place.
X
84
State the service line pipe material identification by defining the lead/copper/galvanized/pex or other identifies for MDH
X
requirements.
85
Describe location of the meter in the building.
X
Follow-up flags indicating that Purchaser should investigate situations found at a premise such as incorrect data, safety
X
86
issues, potential tamper, premise repairs required, date/time found, Purchaser's party reported to, and other situations
found in the field by the Supplier
87
Comments section is to include the correct versus incorrect data found and note follow-up flag details.
X
88
Premise as -found condition (based on list to be provided by Purchaser).
X
89
Premise —left condition (based on list to be provided by Purchaser).
X
90
Certification that locks and seals are in place -Y/N.
X
91
Digital photograph of the as -found meter/meter read.
X
92
Digital photograph of the handheld ERT read for the meter to be removed.
X
93
Digital photograph of the "as -left meter/meter read'.
X
94
If repair is required, a digital photograph of the water meter with the meter removed revealing appearance (blocked,
X
buried, other).
Defective Plumbing: The Supplier shall promptly notify the Purchase if defective plumbing is found that could prevent a
X
95
safe meter change. If the Purchaser concurs, the installation will be deferred until repairs are made and the installer
informed of the repair.
x
Effective Shut -Off: The first valve is defined as the upstream shutoff valve or the valve on the street side of the meter. The
second valve is on the downstream side of the meter. The curb stop valve is located in the street right-of-way and shall be
operated by Purchaser. The installer shall operate the first valve to obtain the shut-off necessary for meter installation:
however, should the first valve be defective, the installer shall freeze the service connection upstream of the first valve to
96
obtain the shutciff. Freezing shall be accomplished with the use of CO2 freeze packs, electrical freeze units, or dry ice. The
Yes
Freeze shut of services will be conducted at a
installer shall freeze the service connection to accomplish shutciffs for accounts with inoperative first valves, at the
additional charge as outlined in our pricing table
customers first scheduled appointment without having to reschedule. In cases where freezing cannot he employed to
obtain the shut-off the meter installer shall inform the Purchaser that meter could not be replaced. The installer shall note
any plumbing problems on the installation record form.
206
Supplier Leak Testing: After the installation of the metering system is complete, the installer shall open all valves and
X
check for leaks. The installer shall verity that the meter register is functioning properly and that the meter and plumbing
97
connections in the vicinity of the meter do not leak. All leaks or defects between and including connection points shall he
Yes
repaired.
Approach: Please describe your proposed approach, at the minimum the installer should turn on the water at the
X
customers hose bib to ensure water is flowing, the installer should flush out any sediment in the line. Then the installer
98
should check for any leaks on the inlet and outlet side of the meter.
Yes
Warranty: Any leaks found within 90 days of the installation date must be covered by the Supplier's warranty. Any leaks
X
between and including the connection points for a normal installation, or for installations that were necessary to freeze
from the point frozen to the outlet side of the meter are the responsibility of the Supplier. The Contractor shall repair
99
such leaks and correct all damages which occur during the 90 day period, at the Contractor's expense.
Yes
Data Elements for Water Modules Retrofits. The Supplier should capture and transfer the data elements listed below:
The Supplier should rapture and transfer the data elements listed below:
100
ID of the installer.
X
101
Date/time the order is completed.
X
102
Read from the removed water ERT.
X
103
Read from the water meter register.
X
104
Read from the new water meter register. Installer should verify the installed read from the radio matches the display
X
on the water meter register
105
Confirm serial number of existing water meter.
X
106
Sensus FlexNet ID Number for the installed radio.
X
107
Verify installed Meter Brand, Type and Model.
X
108
Installed Meter Size
X
109
Is the current meter installed Vertically or horizontally: state direction.
X
110
Does the meter have a pressure reducing valve? Yes or No
X
ill
Is there an electrical jumper? Yes or No
X
112
Is there a valve before and after the meter? Yes or No. Define the type of valve in place.
X
113
State the service line pipe material identification by defining the lead/copper/galvanized/pex or other identifies for MDH
X
requirements.
114
Describe location of the meter in the building.
X
115
Confirm/document manufacturer of the existing meter body.
X
Follow-up flags indicating that Purchaser should investigate situations found at a premise such as incorrect data, safety
X
116
issues, potential tamper, premise repairs required, date/time found, Purchaser's party reported to, and other situations
found in the field by the Supplier.
117
Comments section is to include the correct versus incorrect data found and note follow-up flag details.
X
118
Premise —found condition (based on list to be provided by Purchaser).
X
119
Premise asleft condition (based on list to be provided by Purchaser).
X
120
Certification that lacks and seals are in place -Installer indicate Y/N.
X
121
Digital photograph of the —found existing meter/meter read.
X
122
Digital photograph of the handheld ERT read for the removed ERT.
X
123
Digital photograph of the asleft installed meter/meter read.
X
124
If repair required, a digital photograph to document the repair needed
X
Data and Information Technology Security
125
Data Privacy: The Supplier should ensure that customer data remains private and upon request shall describe what
x
controls and processes may be utilized to achieve this requirement.
Data Encryption: Purchaser's data and authentication content (passwords) should be secured in transit from end to end,
x
and at rest. The Supplier should identify what encryption standards they use or support such as but not limited to AES-
256, PKI, FTPS (SSL/TLS), SFTP (SSH) to secure Purchaser's data in transit (between Purchaser's systems and Supplier's
126
systems, and between Supplier's systems) and at rest in their field tools, laptops, servers, as applicable. Supplier should
describe the implementation of their data encryption solution(s).
127
Secure Transfer Server. The Supplier should provide Purchaser with a secure CHIP server for transfer of
Yes
x
Please see detail response in RFP Bid
Unique User Identification and Authorization (Non -Utility Users) (IA): The Supplier should attest to enforce that their
x
personnel use unique idenfity user accounts and authentication content for
128
Purchaser's System accesses via local interfaces or network connections (ref. NISF SP 800-531A-8).
Process Approval: Upon award, Supplier should provide its processes, and Purchaser may approve Supplier's processes,
x
for incorporating appropriate security measures including but not limited to data encryption and key management for
129
Supplier's Work Order Management System(WOMs), Inventory Management System(IMS), etc. Supplier should
indicate its compliance with this requirement.
207
Authorized Users. The Supplier should ensure that only authorized and authenticated users have access to the customer
x
130
data and should describe what controls and processes will be utilized to achieve this requirement.
Yes
Please see detail response in REP Bid
131
Auditability. All record of access and change of customer data should be auditable.
Yes
x
Please see detail response in RFP Bid
132
Log Unauthorized Use: All unauthorized use and change of customer data should be detected and logged.
x
Data Ownership: The Purchaser will retain ownership of all customer information. The customer information is only
x
133
provided to the Supplier for specific use in support of this Endpoint Deployment Services project. No other use is
authorized.
End -of Contract Data Purge: The Purchaser requires all customer information to be purged from the Supplier's systems
x
(including handhelds) in accordance with NISf SP 800-88 media sanifization guidelines for'purging' of data when this
134
information becomes no longer required by the Purchaser. This will be targeted 12 months after the last meter is
exchanged and must he requested in writing from the Purchaser's project manager.
Handheld Security Requirements
Handheld Mobile Device Data Security: The Supplier should have handheld security features that aid in preventing the
X
data from being extracted if device is lost in the field (i.e. authentication, screen locks, time outs, encryption, poison pill,
135
mote data wipe, etc.).
Loss of Handheld: The Supplier should have procedures to inform the Purchaser in the event of a lost or stolen
X
handheld. Describe the process for identification of the data lost in the handheld device and the process for re -acquiring
136
the lost completion data. Provide metrics on frequency of lost handheld devices during a deployment project.
Contact Center Security
Core Security Requirements: The data and Information Technology Security requirements should be applicable to the
X
137
Suppliers Call Center environment(s). The Supplier is required to acknowledge its compliance with these requirements.
Customer Identification: Customer identification procedures should be used in Suppliers Call Center to validate that the
X
138
customer is who they say they are (Authentication) in order to prevent social engineering attacks.
Scrapping Meters
Electric ERT Resale Value: For the Purchaser's Itron ERT meters, please quote a proposed market value that the Supplier
X
139
could coordinate for the selling of the electric ERT meters. Approximately 25 percent of the ERT meters are seven years
or less n age.
Scrapping Process: The Supplier should develop and obtain approval from Purchaser for the process used following
X
140
meter/module removal including shipping, storing, processing, and scrapping.
141
Electric Meter Waste Sorting: The Supplier may be required to separate both electric and water meter waste by glass vs.
X
plastic covers, and/or non -electronic vs. electronic waste.
Supplier Accountable to Scrapping: Supplier is accountable for all meter scrapping. The Supplier is fully accountable to
X
142
follow all State and Federal environmental laws relating to materials scrapping and disposal.
Scheduling of Water Meter and Module Appointments and Unreachable Electric Meter Locations
Supplier Best Practice: This bid is asking the Suppliers to propose what they have found to be the most effective
X
approach for scheduling and customer's availability for appointments primarily for the water meter and module
replacements. This recommendation should be defined within the Proposal as Addendum p 1: Appointment
Scheduling. The objective is to obtain the highest percent of met appointments and meter exchanges on the initial
appointment and the fewest remaining appointments to re -schedule with the on the second attempt and the lowest
143
remaining accounts that require a third attempt. The Purchaser is asking the Supplier to propose their entire awareness
and marketing programs with the use of press releases, bill inserts, web site updates, email use, text messages, and
other media and means for the most optimal appointment obtainment and cost effectiveness for the Purchaser.
Electric Appointments: For locations behind gates without gate keys available from the utility, obstructed electric meter
X
locations and other "access" issues that an appointment is may be necessary to exchange the electric meter, Supplier
144
shall notify the Utility for mutual resolution. All electric meters are located on the outside of the premise.
Maximum of 3 Attempts: For those locations where the Supplier may be required to make contact with the customer
X
prior to performing the work, the Supplier should make a minimum of three (3) attempts to contact the customer. If
after three (3) attempts the Supplier is unable to contact the customer for electric or for water the customer failed to
145
keep a committed appointment, the Supplier 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 your preferred model and/or if it
is not included in the base bid.
Documentation of Customer Communications: Any communication with the customer or any attempt to communicate
X
146
with the customer should be documented by the Supplier.
Electric Life Support Accounts: Purchaser may provide a list showing those customers who are registered as having fife
X
Support Equipment or "Life Support Status" - this is estimated to be approximately 21 premises. The Supplier may be
147
required to provide all call center services needed to make verbal contact with these customers prior to disconnecting
power and ensuring that these customers are aware that the power will be interrupted when the work is performed.
Scheduling of Water Meter Appointment: Supplier should provide a toll -free number for customer questions regarding
X
installation scheduling. Purchaser may use its toll -free number for general AMI questions. Numbers to he listed on all
148
customer communications. Supplier to recommend best practices if different.
149
Web Based Water Meter/Module Appointment Scheduling: Proposals must include a means for customers to schedule
Yes
X
installation appointments via web site.
Web Based Water Meter/Module Appointment Scheduling Changes: Proposals must include a means for customers to
X
150
change their appointment installation appointments via web site.
Voice Mail Support. The Supplier should indicate availability of voice message retrieval and, if applicable, describe
X
151
latency of message retrieval and response.
152
Supplier should create a FACE document for communications with customers. FAO, document may be approved by
X
Purchaser.
X
153
Adult 18 Years or Older Must be Present at Customers Home: No installer shall enter a residence without the
permission of an adult member of the household at least 18 years of age
154
Police Entry Assistance: A limited number of installations may require police assistance for access. The Supplier should
X
coordinate with Purchaser for any Police entry customer sites.
Post Cards for Electric Meter Exchanges: About two weeks prior to the scheduled electric meter exchange, Supplier shall
X
send post cards the planned change -outs. This means nearly every day a different batch of post cards would be sent
155
(vendors can batch the post cards and send once per weekversus daily if that is desired by Supplier.
Yes
Please see detail response in RFP Bid
Call Center Process
Records Availability. The Supplier should make available to Purchaser a record of all communications between the
X
156
Supplier and purchasers customers upon request. A copy of all remarks, calls, or logs of communications from the
Supplier customer management system is sufficient.
Purchaser Monitoring of Customer Calls: Upon request, Supplier should provide the capability for
X
157
Purchaser to monitor the Supplier's phone conversations with conversations with Purchaser's customers.
Call Center Quality Assurance
Call Recording and Retention. There may be situations where a customer will call Purchaser regarding an exchange
X
between the customer and the Supplier's representative. These situations may require the ability for Purchaser to review
the actual conversation between the customer and the Supplier's representative. The Supplier may be required to
provide the following system requirements. All calls to the Call Center should:
- Be recorded
158
- Be catalogued by date, time, complaint or phone number
- Be maintained a minimum of one hundred eighty (I80) days with the option to hold specific calls for a
longer period as necessary
- Have the ability to be queried by date, time, phone number and agent
- Made available in Wave file format
Purchaser should retain right to audit call recordings.
159
Average Hold Time Maximum: Supplier should answer 90%of the calls within 60 seconds and 100%within 5 minutes.
X
Call Wait Time Statistics: Purchaser upon request should be provided call center statistics including the following: -
X
Total calls
- Average Speed of Answer (ASA)
159
- Wait time
- Total and average hold time
- Abandoned/lost calls
160
Escalation to Purchaser Percentage. Based on the Supplier's experience, indicate how many of these calls are expected
X
to be escalated to Purchaser for resolution.
160
Supervision. Upon request, the Supplier shall describe how the Supplier will ensure that appropriate supervision is on-
Yes
X
site at all times during hours of operation.
Please see detail response in REP Bid
Languages Supported. The predominant language in Purchaser's service territory is English. The Supplier is requested to
X
communicate with customers that speak languages other than English, but it is not required to have multiple US
161
languages but please list how you address conversations with non-English customers?
Yes
Please see detail response in REP Bid
Customer Satisfaction & Call Center
162
Hours of Operations. The Supplier should provide their Customer Call Center hours of operation from a minimum of
X
7:00 AM to 7:00 PM CST on all installation days. If availability exists less or more than the
Appointment Scheduling
For business customers, the Supplier should notify the business of their purpose. If an outage is required, the Supplier
may inquire if it is possible for the outage to occur at that time. If not, the Supplier may be required to return to the
163
premise at a scheduled time with the business.
Yes
X
Please see detail response in REP Bid
Electric Meter Installation Times: Normal hours for the Supplier to work in the field doing meter installations at
customer premises should never be before or after daylight hours typically before 8 AM or after 5 PM Monday to Friday
164
for most instances, unless requested by the customer. The hours can be extended past 5 PM in the summer months
�coordinated
X
when the day light is longer but not before 8 AM, unless requested by the customer. The specific installation time to be
monthly between Supplier and Purchaser.
Water Meter Working Hours for Customer Appointments: 7:01 am until 7:00 PM Monday -Friday and 1:00 to 5 PM on
165
Saturdays. Special circumstances outside of these hours must have prior authorization from Purchaser.
X
Worker Requirements. Purchaser reserves the right to request and review any of the items specified in the following
section:
Human Resources Plan. The Supplier should ensure that their Human Resource plan that addresses the recruiting,
staffing and management of internal or contractor personnel to be used to deal with the requirements of this RFP. This
166
plan should include hiring policies, security screening procedures, testing and performance review procedures and other
X
pertinent procedures.
167
Employee vs Contractor: Supplier must indicate whether each employee involved are direct employees of the prime
X
contractor or subcontractors.
168
Onsite Project Manager: Must be an employee of the prime contractor.
Yes
X
Please see detail response in REP Bid
Qualified Workers. Supplier should employ and assign work only to qualified workers. Qualified workers shall be trained
by the Supplier in accordance with an established set of specific qualifications inclusive of experience, training, audit, and
169
related items that are relevant to the nature and type work activities to be performed.
X
Licensed. Purchaser expects that the Supplier and their 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 addition to
170
being properly insured, equipped, organized, staffed, and financed to handle such services.
X
Professionalism. The Supplier should perform the services in an orderly and professional manner. Including but not
171
limited to customer experience expectations such as hygiene, respect for property, clean-up workspace, no cussing, no
Yes
X
moking, etc
I
IPlease
see detail response in REP Bid
Skilled and Physicalfty: Workers. The Supplier should not employ for the services any personnel or subcontractor
unskilled in the work assigned. Also, ability to lift 50 pounds, stoop for long periods of time each day, enter small areas
172
and unique compartmented areas inutility locations, extend extremities to reach meter areas, use of stairs. Also, okay
X
with working in areas with insects and wildlife.
209
Minimum Qualifications and Licensing. All workers employed or contracted by the Supplier may be required to have
X
We typically bring in seasoned qualified
the minimum competencies necessary to accomplish the specific task or work requirement presented in this document.
resource for both Electric and Water
The Supplier and their subcontractors, suppliers and agents are to be properly licensed and qualified to perform the
installations.
class and type ofthe services as specified in this REP, in addition to being properly insured, equipped, organized, staffed
173
and financed to handle such services. The Supplier is to outline how it will meet these minimum competencies and
indicate any requested exceptions. Supplier should provide Self -Contained Metering class for EPI Installation Personnel.
Local Hires. The Supplier should use local qualified personnel whenever possible. However, this is not a requirement,
X
174
especially if highly trained crews from outside of the region are available.
Yes
We typically don't hire locally, and we prefer to
bring in seasoned technicians.
Substance Abuse. In order to maintain a safe, healthy and efficient work environment, and to minimize absenteeism
X
and tardiness, Purchaser requires that the Work Site be a Drug and Alcohol -Free Environment. Prior to commencement
of work, Supplier should have a Substance Abuse Program in place. Supplier should provide a copy of their substance
175
abuse program with its submittal to this REP. Purchaser should review the program and if acceptable, approve the
program prior to commencement of end point installation.
Pre -employment and Random Drug Testing. The Supplier and their agents, employees and
X
Subcontractors should adhere to DOT drug and alcohol testing policies in place during the term of the Project. All testing
176
should be paid for in full by the Supplier. Supplier should indicate compliance with this requirement. The Purchaser
serves the right to review how the Supplier is in compliance with this requirement.
Training Program Overview. The Supplier should provide an overview of their employee training programs (technical,
X
177
safety and customer contact/communications) for the specific work functions listed in this REP.
Yes
Please see detail response in REP Bid
Supervision. Supplier should ensure appropriate supervision is provided for all field -related work for its employees.
X
Supplier should provide its expected ratio of 'Field Installation Personnel' to Field
Supervisors. Purchaser expects that Supplier will provide more management oversight, e.g. the ratio of field technicians
178
to field supervisors, when the workforce is less experienced such as in the beginning of the project or at the start of
yes
implementation of a new type of technology or end point. Supplier should indicate compliance with this requirement
and the proposed ratio of installers to supervisor?
Please see detail response in REP Bid
Special Meter Installation Requirements & Project Management
Proposed Process: Please create a process map or a set of steps used from meters entering the CIS database to post
installation such as: a) from the Purchaser's warehouse and into your Work
179
Management Software, b) meters moved from warehouse to the installer's vehicles, c) from doing the meter exchange,
X
d) to uploading the meter exchanged data to reporting the work completed and planned into the dashboard tools.
Integration Method: Batch Creation of AMI Meter Exchange Installation Service Orders - "From
Purchaser". Upfront and then daily during the meter installation period, Purchaser should create bulk AMI meter
180
exchange service orders and send these to the Suppliers work management system via an
Yes
X
automated integration or data transfer. Please indicate your preferred integration method between the Supplier's Work
management System, and the Purchasers' NISC CIS.
Please see detail response in REP Bid
181
installation results into the Supplier's NISC CIS system, please describe your proposed approach for completing this task?
Yes
X
Please see detail response in REP Bid
182
Data Exchange: Data files to be exchanged with Purchaser should be provided in a format suitable for uploadingto NISC
Yes
X
CIS.
Please see detail response in REP Bid
183
Secure FTP Exchange: The software upload of the progress should occur at least daily.
X
184
Dashboard: Software should provide web access to Purchaser personnel to monitor the progress of the installation and
X
run reports.
185
Reporting of Installation Plan and Progress: Supplier should attach sample reports as used to track meter installation
X
progress.
186
Project Schedule: The Supplier may work with the Utility Staffto develop a detailed project schedule for cycle completion
Yes
X
and scheduling.
187
Project Plan for this Proposal: The Supplier should include a sample Project Plan showing estimated timelines to
X
complete the various phases of this project.
Deployment Project Plan: Provide updates as needed to the project plan during the deployment articulating all Supplier
and Purchaser's key tasks and specific time durations from contract execution through the first electric and water meter
I88
replacement, ramp -up, mass deployment, and ramp-down/cleanup. Provide sample documents with response.
Yes
X
Please we detail response in REP Bid
189
Project Manager: Supplier should provide complete project management services with at least one project manager
X
located onsite during the entire installation period.
Daily Dashboard Update: Supplier should provide reports no less than daily frequency on the status of the installation.
190
These reports may be in the form of outputs from the Supplier's installation management software.
Yes
X
Please see detail response in REP Bid
Weekly Status: The Supplier should provide a status work of meters installed, any identified problems, inventory levels
191
projected, and other defined Project Management items for the Purchaser's PM.
X
Daily Upload of Meters/Modules Exchanged: The Supplier should submit no less than a nightly database feed of all
192
meters installed from the prior day to Purchaser. This information will provide Purchaser with the reporting capability to
X
check and verify each customer account is an active account. Please explain how you plan to meet this requirement.
Seasonal Cost Differences: If the schedules would allow for the bulk of the meter installations to be conducted April to
October, is there a potential for a lower cost per meter to be quoted or are seasonal differences built into your pricing?
193
Note, we are expecting a bout 75% of the meters to be installed over a nine -month March -November period.
X
Deploying Sequence and Timing
194
Initial Deployment Area (IDA) To gather a good understanding of the system integrations and business process flows,
X
Supplier must propose a replacement of 125 electric meters and 25 water meters.
Ramp -up Productivity Rates: Describe the Suppliers expected Productivity Per Day meter installations for a typical 8
195
hour and 10-hour day during production ramp up. Please describe your proposed ramp -up duration for the Phase 2 Full
Yes
X
Deployment.
Please see detail response in REP Bid
196
Steady State Productivity Rates: Describe the Suppliers expected Productivity Per Day for meter installations for a
Yes
X
typical 8 hour and 10-hour day during normal production (after ramp -up).
Please we detail response in REP Bid
Ramp -down Process: Describe the Suppliers production ramp down process for delivery of the Endpoint Deployment
Services and discuss any issues that could negatively or positively impact the installation schedule for the proposed full-
197
service territory implementation with a focus on completing typical hard -to -access and clean-up work associated with
Yes
X
project closeout.
Please see detail response in REP Bid
Evidence of Meter Tampering
210
In the event meter tampering is evident, the Supplier may contact Purchaser's Operations or designated Purchaser
198
contact and report the violation immediately. The Supplier should also photograph the meter tampering or bypass
X
situation.
199
In the event meter bypass (diversion) is evident, the Supplier should photograph the issue and contact Purchaser
X
immediately.
Meter/Meter Base/Meter Enclosure Damage
In the event the Supplier uncovers existing damage to the meter, meter base, meter enclosure, Supplier should report
200
the type of problem to Purchaser, re -install the old meter if safe to re -install.
X
201
In the event the Supplier damages the meter base due to improper insertion of the meter, the Supplier may be
X
responsible for 100% of the cost of repairs.
Bulk Meter Installation Experience
Supplier Experience with Similar Sized Utilities as ERMU: Supplier list the deployments of at least four 10,000 to 20,000
X
electric AM meter exchange contracts and four water meter exchange contracts with utilities from 3,000 to 10,000
202
water meter exchange engagements that have taken place after January 1, 2020?
Yes
References: Please list all contracts for meter installation deployments completed from 2020to present. From the list
of all deployments, please provide at least three (4) verifiable references (contact names, phone number and emails).
203
Purchaser intends to contact these references. Purchaser reserves the right to request additional references.
Yes
X
Resources and Staffing Levels
204
Supplier Staffing Plan. Indicate by month the forecasted number of installers and supervisors needed during the
X
deployment for the water and electric endpoints.
205
Resume: Provide the resume for the proposed onsite Supervisor and or Foreman
Yes
X
206
Project Manager Change Out Request: Purchaser has the right to request a new project manager at the discretion of the
Yes
X
Purchaser.
Installer Bio's: Please provide resume or bio of the contractors or employees assigned to the purchaser. In the event
X
207
some of the staff have not been selected at this time pleases the minimum level of experience that you will commit to
Yes
hiring/assigning for this contract.
Safety& Environment
208
Please describe Suppliers Safety Assurance program, including all safety training, reporting, auditing, and corrective
Yes
X
actions employed.
Environmental Compliance: The Purchaser provides products and services to their customers with consideration to the
X
impact on the environment. Protecting the environment is one of the Purchaser's core values and Purchaser is
committed to delivering products and services in an environmentally sensitive manner. The Purchaser is committed to
209
complying with all applicable international, federal, state, and local environmental laws and requirements. Please explain
Yes
your approach for complying with this specification?
Environmental Audits. The Purchaser reserves the right to have an environmental audit performed by the Supplier or
X
210
an independent third party at any time during the course of the project with respect to any work performed during this
Yes
project.
Inventory Management
211
Meter Inventory Level. Describe the Supplier's process for determining the required inventory level to be retained in
X
warehouse.
Inventory Control. Describe the Supplier's experience and proposed inventory control procedures and work flows with
X
212
regards to receipt, storage, transfer and installation of the Purchaser's' metering assets.
Yes
Physical Security
213
Supplier Facilities Security. The Supplier shall properly lock and secure and operate warehousing and/or cross -dock
X
facilities.
214
Supplier's Physical Security in Warehouse: The Supplier shall secure any use of PC's at the warehouse by locking the PC
X
on a nightly basis.
215
Warehouse Workspace: Purchaser will supply internet access from our warehouse
X
Miscellaneous
Active Accounts Daily FTP Feed from Purchaser: At the start of the engagement, Purchaser will provide a list of account
X
216
information for active customer accounts. This data will be updated each day or weekly if that is preferred.
Yes
217
Electric Accounts in DisconnectStatus: Supplier to describe the process for installing AM electric meters where the
Yes
X
meter is in disconnected status.
Inspections First 100: Purchaser will provide an inspection of all meters installed for the first 100 electric and water
X
meters and approve the workmanship before additional meters are installed. Purchaser will complete this task within no
218
ore than two business days, and the inspections may also randomly occur during the time of installation.
Yes
Inspections for New Installers: Purchaser will provide an inspection of all meters installed for the first 50 meters for
X
219
either Phase 1 or Phase 2 when the Supplier adds a new installer to their crew.
Yes
New Installers Added: The Supplier must notify Purchaser when the Supplier adds new installation staff at any point of
X
time within this contract. When notifying Purchase of new staff, then the Supplier must also provide evidence that all
220
required background and training approvals have been completed.
Inspections After First 500 Meters: A second phase of inspections will be completed by Purchaser after the first 500
X
meters and modules are installed. After the inspection, Purchaser will send a written correspondence to the Supplier's
Project Manager confirming conformance to the specifications of this RFP or request corrective measures. During this
221
second phase of inspections, the Supplier is welcome to co -visit the inspected meters with a Purchaser representative.
222
Any work on electric meters other than single-phase, 120/240 volt, 320 amps or less should not be performed by
X
Supplier.
Revisit Trips: Customer Premise Field Investigations— Post Installation. After installation, some small percentage of the
X
installed AMI meters may require an investigation and resolution for multiple reasons including incorrect installation,
failed hardware, software mismatches on the systems, poor communications, etc. For these visits, the vendor to quote
223
a per visit cost. The visit should occur within 14 working days from the request by the Purchaser. Supplier may be
required to revisit non -performing meters in the deployment area, identify the cause of the problem and when
applicable resolve the issue. For budgetary purposes, assume 200 re -visits will be requested. The Supplier may only
charge Purchaser for the number of visits completed and should be broken out separately on the monthly invoice.
211
224
Inoperable AM Meters. The Supplier should return any inoperable smart meters to Purchaser on a periodic basis, not
to exceed monthly.
X
X
225
Acceptance of Work. Acceptance of work by Purchaser will be completed on a cycle-bycycle basis. cycle completion
should be based on the measure of those meters on the cycle that have been assigned by Purchaser to Supplier for
meter installation. Upon completion of a cycle, the Supplier will request acceptance of the cycle by Purchaser. Then
Purchaser should then provide approval or rejection of the request based upon predetermined cycle acceptance
guidelines. End
Assumptions & Exceptions
Supplier:
Date
File Name
See Pricing Instructions document.
Requirement Number I Assumption/Exception
212
1.24b Attachment II Pricing Response
Attachment II.• Pricing (Common Costs)
1
Please do not change the format of this form or insert any new rows and/or columns.
2
Please return the completed pricing schedule in native Excel. Only fill out the areas shaded yellow.
3
For some of the optional services as listed below, please insert the incremental cost.
4
While we ask for pricing for the entire account population of approximately 19,000 of endpoints to be installed, it is a
requirement for the Supplier to only invoice the cost of the installation after the actual installation has occurred.
Key Assumptions:
The deployment will consist of two phases. Phase 1 shall consist of installing roughly 150 new electric meters/modules, 20
1 water meter/modules and 10 water retrofit modules with the existing water meters.
Fixed Project Charges
1
Fixed: Set Up Fees for Electric and Water
EndPoint Installation Services
Quantity
Q
Unit Cost for Each
Extended Cost
Optional Vendor
Clarification
1.1
Initiation Fee
1
$ -
$ -
1.2
Project Management Fee
1
$ 6,800.00
$ 6,800.00
1.3
Meter Installation Software Integration Fee with CIS
and GIS
1
$ 8,200.00
$ 8,200.00
1.4
System Integration Fee
I
$
$ -
1.4
Phase I Mobilization Charge
1
$ 2,500.00
$ 2,500.00
1.5
Phase II Mobilization Fee
1
$ 5,000.00
$ 5,000.00
1.6
Other Start -Up Costs (Vendor to describe)
1
$ -
$ -
1.7
Other Start -Up Costs (Vendor to describe)
1
$
$
1.8
Other Start -Up Costs (Vendor to describe)
1
$
$ -
1.9
Performance Bond (final pricing determined at
contracting)
1
$ 18,539.11
$ 18,539.11
Total Fixed Set -Up Fee
$ 41,039.11
2
Incremental Fixed Fees
Quantity
Unit Cost for Each
Extended Cost
2.1
Water and Electric Meter Disposal (excluding electric
meters of value)
$ 0.85
$ -
2.2
Revisit Electric
100
$ 38.1
$ 3,812.00
2.3
Revisit Water
100
$ 13.5
$ 7,345.00
Total Incremental Fixed Fee
S 11,157.00
Total One -Time Set -Up Fees
$ 52,196.11
Vendor Assumptions
We will waive the electric meter portion of the handling fee if EMRU choose the reclamation
1 program. Estimated savings $10400
213
Attachment IL• Pricing (Electric)
' End Point Pricing Incremental Electric Meter InstallationCosts.
Supplier Response Instructi1 Please respond in shaded yellow cells to the
following questions.
11 NOT EDITII 1 I 1' ROWS BY INSERTINGCOLUMNS 1' ROWS
Premises Requiring Electric Meter/Module Installation
Base
3
Meter Type
Quantity
Unit/meter
Extended Cost
Optional Vendor Clarification
Form 2S
Install Cost
Comments
3.1
$ 17.34
$ 207,889.26
11.989
3.2
Form 2SE
$ 17.34
$ 797.64
46
3.3
Form 3S
r
$ 17.34
$ 4,074.90
3.4
Form 4S -16S Installed by ERMU
-
$ -
$ -
Install for New Electric Meters/Modules for Installation
Supplier to Install 12,270 $ 212,761.80
Installation Services Priced Incrementally
Add -On Services (if any of these are included in your base
Premise
Incremental
4
quote, then insert $0 in the cost cell)
Quantity
Add -on
Extended Cost
Service
4.1
ID of the installer.
12,270
No Charge
$
4.2
Digital Photo of Post -Site Conditions
12,270
No Charge
$ -
Global Positioning System (GPS) coordinates. (Our Standard GPS
4.3
offering of 3-meter accuracy (min. 6 decimal places).)
12,270
No Charge
$
Prior to meter installation, Supplier may be asked to issue an
4.4
informative postcard with the postcard provided and pre -approved
12,270
by Purchaser.
$ 0.88
$ 10J97.60
Follow-up flags indicating that Purchaser should investigate
situations found at a premise such as incorrect data, safety issues,
4.5
potential tamper, premise repairs required, date/time found,
12,270
Purchaser's party reported to, and other situations found in the field
by the Supplier.
No Charge
$
Comments section is to include the correct versus incorrect data
4.6
found and note follow-up Bag details.
12,270
No Charge
$
4.70
Select from a Drop -down List: Premise as -found condition (based
12,270
on list to be provided by Purchaser).
No Charge
$
Select from a Drop -down List: Premise as -left condition (based on
4.80
list to be provided by Purchaser).
12,270
No Charge
$
4.90
Certification that locks and seals are in place - Y/N.
12,270
No Charge
$
Global Positioning System (GPS). The Supplier should capture
4.10
GPS spherical (latitude, longitude, and altitude) coordinates for
12,270
each electric meter with an accuracy no worse than plus or minus
three +/- 3
No Charge
$
4.11
Digital photograph of the as -found meter/meter read.
12,270
No Charge
$
4.12
Digital photograph of the empty electric meter can with iiiete
12,270
removed.
No Charge
$
4.13
Digital photograph of the as -left meter/meter read (Meter Socket).
12,270
No Charge
$ -
- If repair required, a digital photograph of the water meter with the
4.14
meter removed revealing appearance (blocked, buried, other).
600
No Charge
4.15
Meter Attachment Type: Home, pole or meter ped.
12,270
No Charge
$
4.16
Secondary wire size: #6, #4, 1/0, 2/0,or 250 AL or CU.
12,270
4/0
No Charge
$
4.17
Meter Clearance: 3 feet in front and A on the sides. Yes or No.
12,270
fee
No Charge
$
4.18
Immediately contact Utility with Bypass Meter Socket.
NA
No Charge
$
100 Amp or 200 Amp Meter Socket: Should be a sticker inside that
4.19
indicates the amps.
12,270
No Charge
$
4.20
Does meter/standpipe need attention: Yes or No.... Provide
12,270
Comments
No Charge
$
421
Identify any damaged meter sockets that require repair or
12,270
replacement
No Charge
$
214
Meter Seal Lid/Ring: Once a meter is replaced, the lid and/or ring
will be placed back on the meter base and the appropriate meter
422 seal will be used to seal the meter. Supplier will follow Purchaser's 12,270
Meter Seal Policy to determine the appropriate type of seal to
utilize for each location. Meter seals will be provided by
No
ERT Meters without Readable Displays: A small percentage of
existing ERT meters don't have a readable display to capture the
423 read of the legacy meter before changing out the meter. For any of 600
these meters, the installer should use the Itron hand -hold device to
capture the meter read.
$ 6.S9 $ 4,134.00
Total Services Priced Incrementally $ 14,931.60
Vendor Assumptions
1
Sub 3 meter GPS is included in the bid package. Sub meter GPS is availabe on 95%of the meters for $2.85
per
2
3
4
5
6
7
8
9
10
11
12
13
Attachment II: Pricing (Water)
Instructions:
Purchaser has organized water installation pricing with the following: Section 5 = Water Meter/Modules Installation, Section 6: = incremental services that can
be priced separately. It is acceptable to bundle all installation costing into Section 5 for the meter/module installation. Section 7 is the installation costs for
1 Retrofit AMI modules with existing meters and Section 8 is a breakdown to incremental price the retrofit services. Again, it is acceptable to bundle all retrofit
installation costs in Section 7 for the module retrofits.
2 Please return the completed pricing schedule in native Excel. Only fill out the areas shaded yellow.
3 Please don't add rows or new columns to the Excel spreadsheet.
While we ask for pricing for the entire account population of approximately 19,000 of endpoints to be installed, it is a requirement for the Supplier to only
4 invoice the cost of the installation after the actual installation has occurred.
' d Point Installer Pricing IncrementalMeter/Mod 1 AMI
Module InstallationCosts.
Supplier Response InstructiI Please respond in shaded yellow cells to the
following questions.
11 NOT EDIT1 1 1 1' ROWS BY 1 COLUMNS 1' ROWS.
Premises Requiring New Water Meter/Modules
Base Unit
5
NEW Water Meters, Encoders & Registers and AMR MIUs
Quantity
Meter Install
Cost for Each
Extended Cost
Optional Vendor
Clarification Comments
Short iPerl 3/4"
Premise
5.1
83.12
$ 377,863.52
4,546
215
5.2
Wed
1"
338
83.12
$ 28,094.56
5.3
Cordonel
11/2"
93
260.12
$ 24,191.16
5.4
Cordonel
2"
-
$ -
5.5
Cordonel
3"
23
580.12
$ 13,342.76
5.6
Cordonel
4"
9
580.12
$ 5,221.08
5.7
Cordonel
6"
1
1340.00
$ 1,340.00
5.8
Cordonel
8"
-
$ -
ow -
Install for New Meters, Encoders, Registers and MIUs and Install
5,010
$ 450,053.08
Premises Requiring Retrofits with Adding AMI to an Existing Meter
6
Existing Meter Type
Meter Size
5/8"
Quantity
537
Base Unit
Install/Retrofit Cost fostforrEacEach
Premise
Extended Cost
Optional Vendor
Clarification Comments
6.1
Badger E-Series Ultrasonic
68.12
$ 36,580.44
6.2
Badger E-Series Ultrasonic
3/4"
1
68.12
$ 68.12
6.3
1 Hersey Mag & 5 Badger E-
Series
P,
6
6812
$ 408.72
6.4
Badger E-Series Ultrasonic
1 1/2"
13
11212
$ 1,457.56
6.5
Badger E-Series Ultrasonic
2"
10
112.12
$ 1,121.20
6.6
1 Badger Mag & 7 Badger E-
Series
3"
9
112.12
$ 1,009.08
6.7
1 Hersey Mag & 2 Badger E-
Series
4"
4
112.12
$ 448.48
6.8
Badger Mag Meter
6"
1
112.12
$ 112.12
6.9
Badger Mag Meter
8"
1
112.12
$ 112.12
Am"
AMI Modules
582
$ 41,317.84
Installation Services Priced Incrementally for Meter/Module Installation
7
Installation Services (if any of these are included in your base quote,
then insert $0 in the cost cell)
Premise
Quantity
Incremental
Add -on Service
Extended Cost
Optional Vendor
Clarification Comments
7.1
I D of the installer
5,010
No Charge
7.2
Date/time the order is completed
5,010
No Charge
7.3
Read from the removed water meter.
5,010
No Charge
7.4
Read from the new water meter. The reading from the water meter being installed is
expected
5,010
No Charge
7.5
Serial number of the water meter being register installed.
5,010
No Charge
7.6
FlexNet ID on SmartPoint Module
5,010
No Charge
7.7
Meter Brand, Type and Model.
5,010
No Charge
7.8
Meter Size
5,010
No Charge
7.9
Is the current meter installed Vertically or horizontally: state direction. All joints should be lea
tight.
5,010
No Charge
7.10
Does the meter have a pressure reducing valve? Yes or No
5,010
No Charge
7.11
Is there an electrical jumper? Yes or No
5,010
No Charge
7.12
Is there a valve before and after the meter? Yes or No. Define the type of valve in place.
5,010
No Charge
7.13
State the service line pipe material identification.
5,010
No Charge
7.14
State location of the meter in the building.
5,010
No Charge
7.15
Meter number of the water meter being removed; if applicable.
5,010
No Charge
216
Follow-up flags indicating that Purchaser should investigate situations found at a premise
7.16
such as incorrect data, safety issues, potential tamper, premise repairs required, date/time
5,010
found, Purchaser's parry reported to, and other situations found in the field by the Supplier.
No Charge
Comments section is to include the correct versus incorrect data found and note follow-up
7.17
flag details.
5,010
No Charge
7.18
Premise as -found condition (based on list to be provided by Purchaser).
5,010
No Charge
7.18
Premise as -left condition (based on list to be provided by Purchaser).
5,010
No Charge
7.19
Certification that locks and seals are in place - Y/N.
5,010
No Charge
7.20
Digital photograph of the as -found meter/meter read.
5,010
No Charge
7.21
Digital photograph of the empty water meter can with meter removed.
5,010
No Charge
7.22
Digital photograph ofthe as -left meter/meter read.
5,010
No Charge
7.23
- If repair required, a digital photograph of the water meter with the meter removed
5,010
No Charge
revealing
Defective Plumbing: The Supplier shall promptly notify the Purchase if defective plumbing is
7.24
found that could prevent a safe meter change. If the Purchaser concurs, the installation will
5,010
be deferred until repairs are made and the installer informed of the repair.
No Charge
Effective Shut -Off: The first valve is defined as the upstream shutoff valve or the valve on the
street side of the meter. The second valve is on the downstream side of the meter. The curb
stop valve is located in the street right-of-way and shall be operated by Purchaser. The
installer shall operate the first valve to obtain the shut-off necessary for meter installation:
however, should the first valve be defective, the installer shall freeze the service connection
upstream of the first valve to obtain the shut-off. Freezing shal I be accomplished with the use
725
of CO2 freeze packs, electrical freeze units, or dry ice. The installer shall freeze the service
TBD
connection to accomplish shut -offs for accounts with inoperative first valves, at the
customer's first scheduled appointment without having to reschedule. I n cases where freezing
cannot be employed to obtain the shut-off the meter installer shall inform the Purchaser to
close the curb stop valve. Purchaser owns the curb stop and is responsible for repairing buried
or broken curb stops. The installer shall note any plumbing problems on the installation record
Additional Charge for Freeze shut
form.
$ 117.12
off only
Supplier Leak Testing: After the installation of the metering system is complete, the installer
shall open all valves and check for leaks. The installer shall verify that the meter register is
functioning properly and that the meter and plumbing connections in the vicinity of the meter
726
do not leak. All leaks or defects shall be repaired. It shall be presumed that any leaks in the
010
vicinity of the water meter reported by the customer to either the Purchaser or the Supplier
within 90 calendar days after completion of the installation work at the customers property
are the result of the installation work. The Contractor shall repair such leaks and correct all
damages which occur during the 90-day period, at the Contractors expense.
No Charge
Approach: Please describe your proposed approach, at the minimum the installer should
turn on the water at the customers hose bib to ensure water is flowing, the installer should
727
flush out any sediment in the line. Then the installer should check for any leaks on the inlet
5,010
and outlet side of the meter.
No Charge
Warranty: Any leaks found within 90-days of the installation date must be covered by the
7.28
Supplier's warranty. Any leaks from the outlet side of the meter back to the utility
5.010
curbstop/shut-off valve are obviously the responsibility of the installer (or utility
No Charge
Total Add -on Services Priced Incrementally
$
Installation Incremental Services for AMI Module Retrofit with Existing Meter
Retrofit Incremental Installation Services (if any of these are included
Premise
Incremental
Optional vendor
S
in your base quote, then insert $0 in the cost cell)
Quantity
Add -on Service
Extended Cost
Clarification Comments
8.1
ID of the installer.
582
No Charge
8.2
Date/time the order is completed.
582
No Charge
8.3
Read from the removed water meter register.
582
No Charge
Read from the new water meter register. The reading from the water meter being installed
582
8.4
is expected to be zero.
No Charge
8.5
Confi rm serial number of existing water meter.
582
No Charge
8.6
Media Access Control (MAC) or IP address, if present, of the AMI endpoint being installed.
582
No Charge
8.7
Confirm/document manufacturer of the existing meter body.
582
No Charge
Follow-up flags indicating that Purchaser should investigate situations found at a premise
such as incorrect data, safety issues, potential tamper, premise repairs required, date/time
582
found, Purchaser's parry reported to, and other situations found in the field by the Supplier.
8.8
No Charge
217
8.9
Comments section is to include the correct versus incorrect data found and note follow-up
flag details.
582
No Charge
8.1
Premise as -found condition (based on list to be provided by Purchaser).
582
No Charge
8.11
Premise as -left condition (based on list to be provided by Purchaser).
582
No Charge
8.12
Certification that locks and seals are in place - Installer indicate Y/N.
582
No Charge
8.13
Digital photograph of the as -found existing meter/meter read.
582
No Charge
8.14
Digital photograph of the empty water meter with meter register removed.
582
No Charge
8.15
Digital photograph of the as -left installed meter/meter read.
582
No Charge
8.16
If repair is required, a digital photograph of the water meter with the meter removed
revealing appearance (blocked, buried, other).
582
No Charge
Total Add -on Services Priced Incrementally
$
Vendor Assumptions
1 If you ERMU elects to have Allegiant dispose of the ERT batteries, we charge $4.85 each and provide an environmental certification.
2 Blanket Permit with a Master Plumber fee is $2500
3
4
5
6
7
8
9
10
11
12
13
Installation Cost Summary
Proposed Costs
1
One -Time Set -Up Fees
$ 41,039.11
2
Incremental One -Time Set -Up Fees
$ 11,157.00
3
Electric Meter Installation Fees
$ 212,761.80
4
If proposed and not included in 3 above - Incremental Electric Installation Fees
$ 14,931.60
5
Water Meter/Module Installation Fees
$ 450,053.08
6
Retrofit Installation Fees
$ 41,317.84
7
If proposed and not included in 5 above - Incremental Water Meter/Module
Installation Fees
$ -
8
If proposed and not included in 6 above, Incremental Retrofit Water Installation Fees
$ -
Total Proposed Cost
Note: Vendors should confirm Summary for their own accuracy.
771,260.43
218
1.23 Warranty: The installation services shall have a 12-month warranty on all craftsmanship
based on installation date.
1.24 Incorporation of Additional Documents: This contract incorporates, herein by
reference, the terms, and conditions of the following documents. If there is a conflict among the
documents, their terms and conditions shall prevail as described in section 1.1 Scope of Work.
1.24a Attachment I Requirements Response
Mandatory Minimum Requirements
Item # Mandatory Minimum Requirements
Comply Yes or No
Prime Bidders must have demonstrated and completed three successful
EnclPoint Installation Projects with municipal utilities that have both electric
1
and water service.
Yes
The Onsite project manager of the Prime contractor must have completed
three successful End Point installation projects with a combination of three
2
electric utilities, three water utilities or three combo electric & water utilities.
Yes
Bidders must provide a bid for all services defined in the RFP. Prime Bidders
are welcome to obtain subcontractors to best fill gaps in their overall solution
3
Iso long as conditions in 4-6 are followed.
Yes
The site project manager must be an employee of the prime contractor
4
leading the work for both electric and water.
Yes
5
A single software solution must be used for both electric and water End Points.
Yes
If using Subcontractors as part of your proposed staffing plan, Bidders must
indicate what assigned staff are employees or subcontractors of the prime
6
contractor.
Yes
For ainy excepafions or assuUni[far ons, riuul6wpalliers should state theirn lirathis fxcepafion to IlYraayluuilrenruentrs tab
Fully Comply
Supplier
Elk River Municipal Utilities (Purchaser) -
and
Not
Supplier Comments and
Req.k
Requirements/Specifications for Endpoint Installation Services
Comment
Proposed in
Comply
Clarifications
Required
Base Bid
Vendors please insert a T' in either the Fully Comply or Not Comply. Tease insert
p °,
Comments and Clarifications In Column F. Tease don't add rows Into this file.0
IIII
IIII I l i III I
Quality and Risk Control
1
quality and Process Certifications: Upon request, the Supplier should provide alistmofficial quality and/or process
x
standards with which the Supplier complies (i.e. ISO 9000 family).
x
z
Safety: The Supplier should have implemented a detailed and documented Safety Management Program. Please provide
Yes
any available written materials that describes your safety program if you have materials readily available. You can
provide this with a separate attachment to your proposal.
Please see detail response in RFP Bid
x
Installation Software: The Supplier should have a secure software -based Work Management System integrating
3
handheld field tools with Purchaser's NISC Customer Information System and Meter Data Management System. The
Yes
current vendors are NISC CIS, FlexNet (Sensus), and Esri CIS. This software is used to manage the smart meter exchange
nstallation process.
Please see detail response in RFP Bid
202
Daily Dashboard: Supplier should have a daily dashboard that provides updates each day consisting of the following: a) X
existing meter locations installed project to date b) meters installed current day, c) to,
schedule of future installs
4 planned to be installed over the next 10 days. If the Supplier prior customers have found additional data to be viewed via yes
the dashboard to be valuable, please suggest additional information to be presented.
Master Service Agreement: Vendors should include their standard Master Services Agreement that would include
6
warranties, insurance requirements, statement of work attachments and other standard contractual language they are
proposing in this potential agreement.
Quality Processes: Upon request, the Supplier should provide its quality process for endpoint deployment services.
X
7
Please attach these process descriptions within your proposal. This primarily involves capturing the last legacy read
correctly, serial numbers, form factors, water meter size, dates, etc. for the exchanged legacy to AMI Endpoints.
yes
Please see detail response in RFP Bid
Warranty. Supplier shall warrant its work for 12 months following completion of installation and acceptance of all work.
X
8
Supplier is requested to acknowledge its compliance with this requirement.
yes
Please see detail response in RFP Bid
Pricing References and or Comments: Electric meet Quantities
All references
to pricing or costs must only be defined in Attachment II Pricing. Any comments
or footnotes to pricing In
X
this Attachment
I, will be ignored. The quantity of electric meters by form factor for the
Supplier to install is as follows:
i
"Meter "Type Quantity
Forltt 25 l l 959
3, t
ror,25E 46
3.2
9
3.a
........,p......,
.............._
Form 45-169 lustatkod ERNW
tMl'GRtWAtZ!M,nt'fNfWJ�
roe ip j Sl.1Ard.a r kY
All references to pricing or costs must only be defined in Attachment II Pricing. Any comments orfootnotes to pricing In
this Attachment I, will be ignored. The quantityof water meters/modules and module only for the Supplier to install is as
10
follows:
quantities of water meters and modules in scope
X
d }�..,tYw10.uR 7FtuPex� AArter!iYu. Quuadty
NEW Water Meters,
5 Encoders & Registers and
Quantity
AMI MIUs
5.1 Short iPed 3/4"
4,546
5.2 iPed
r
338
5.3 Cocdovel
1 1/2"
93
5.4 Cocdovel
2"
-
5.5 Cocdovel
3"
23
5.6 Cocdovel
4"
9
5.� Cotdovel
6"
1
5.8 Cocdovel
8"
-
11ttfd(IT6t ekr Iete�s>;7
1
Regics�sgd..MIs�a'tid
AyPm
.._. p ti.
'-unn�rraa,��
I
t
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C
an h tµ n uin�nu
Background Checks: The Supplier may be accountable to complete a general background check on all employees to
X
11
out individuals with criminal backgrounds, sex offenders and other categories as proposed by the Supplier for
both prime and any subcontractor employees.
Clothing: EndPoint installation crew should wear clothing and drive vehicles that dearly indicate the installation
X
12company's
name.
13
OSHA Trained: Installers should be trained on OSHA safety practices and on the appropriate meter types (the meter type
X
selected is a TBD at this time).
Installer's ID's: All meter installation crews should carry proper identification, vehicles should have identifying car
X
magnets, carry I.D., and identify themselves to all Purchaser's customers before any installations are made. Car magnets
14
to be provided by Supplier with Purchaser design approval.
Ethical Behavior: The Supplier will not collect any monies from Purchaser's customers and shall not accept any payment
X
15
for services or energy furnished by Purchaser to its customers or any other person.
Safety & Environment
Personal Protection Equipment: The Supplier should supply and require electric meter installers to use certified tested
X
low voltage gloves, glove protectors, safety glasses, hard hat and other appropriate clothing at a minimum and should
supply additional Personal Protection Equipment if required by applicable laws, codes and regulations. The Supplier
should supply and require water meter installers to use gloves, safety glasses, temporary jumpers for installations
16
without jumpers around the water meter at a minimum and should supply additional Personal Protective Equipment if
required by applicable laws, codes and regulations. Please describe all aspects of clothing and safety equipment for the
Supplier's installation staff.
Safety Procedures: The Supplier will receive a copy of Purchaser's Safety Manual and should follow the procedures
X
outlined in the Safety Manual. Failure to comply may be considered performance default by the Supplier. Supplier should
17
notify Purchaser in writing if it believes there are any conflicts between the Safety Manual and applicable laws, codes and
regulations.
At Flash for Electric EndPolnt Installation: All personnel working on behalf of the Supplier should be dressed in
X
appropriate PPE category clothing, when working on energized equipment, which corresponds to the Owner's Arc -Flash
18
Hazard Assessment latest report on file. Purchaser currently requires flame resistant clothing be woo with a minimum
c rating of 8 calories per square centimeter. 277/480 volt equipment must be de -energized before being worked on.
19
Unsafe conditions should be reported by Supplier immediately to the Utility for resolution.
X
203
20
Safety incidents may be recorded per OSHA standards.
X
21
Environmental Laws: The Supplier should perform all work in accordance with State and Federal Environmental Laws.
X
22
Reporting Issues: The Supplier should report any unforeseen environmental issues immediately to the Purchaser.
X
Inventory Management
Asset Tracking: The Supplier should provide an electronic inventory system to track all meter and module assets down
X
to the employee level to and from the field as well as to and from the AMI Solution contractor(s). Integration with
23
Utilities systems may be required and assets should be updated daily.
Yes
We inventory tracking down to each technician
sing or WOM's solution Peak Workflow
Tracking Chain -of -Custody: The Supplier may utilize bills-oflacingsto track and account for material transfers between
X
their warehouses and other users(employees,subcontractors, the Purchaser or other third parties). The Supplier may
24
assume all liability for any inventory loss not documented with a chainofcustody bill-ofladingtransfer. Please confirm
agreement to this requirement and describe your inventory managements solution.
Daily Inventory Reporting: Supplier should provide Purchaser a daily inventory report of all meters and modules supplied
X
25
materials in their possession.
Yes
We inventory tracking down to each technician
sing or WOM's solution Peak Workflow
Periodic Inventory Reconciliation: On a periodic basis, Supplier and Purchaser should reconcile the meters issued to
X
Supplier vs. smart meters not otherwise installed or returned to Purchaser by Supplier up to that point in time. Supplier
26
should acknowledge this requirement.
Work Order Management and Handhelds: IT and Security
Supplier to Provide Work Order Management Process: Supplier should provide its own Work Order Management
X
(WOM) system to implement all aspects of work performed under this REP. Supplier should develop a Work Order
Management process and work flows that cover all activities in this REP. Supplier's processes should include the
27
methodology used to manage and control individual installations from a scheduling, completion and close out
Yes
standpoint, including any coordination required with
Purchaser. Supplier should provide an overview of its proposed WOMB as part of its response to this REP.
Please see detail response in RFP Bid
Purchaser to Use NISC AppSuite for Purchaser to Install Selected EndPoInts: To complete selective meter installations,
X
Purchaser will be using their NISC AppSuite mobile workforce software to process the following: 1) replacing a failed AMI
meter and/or Module with a new AM I meter and or Module, 2) Replacing a water meter that failed, 3) for new
construction and adding the initial meter/module to a new premise. For these use cases, there is no assumed need to
28
integrate NISC AppSuite with the
Yes
Supplier's software but we are asking the Supplier to state what their typical approach is for the utility to complete AMI
meter installations with these type of use cases. When Purchaser installs an AMI meter, the Purchaser's NISC CIS will be
updated with the appropriate AMI metering asset information.
Please see detail response in RFP Bid
Change a Scheduled Account from Supplier to Purchaser: The Supplier must have the capability to view via the Supplier
X
29
WMS a scheduled Endpoint installation premise account and change the status for the EndPoint to be installed by the
29
Pur baser versus by the Supplier.
Handheld Devices Used by Supplier Staff. Supplier should provide all hand held computers, tablets, smart phones or
X
other devices required to schedule, implement, program, and activate the smart meter/ module deployments and the
cording of information associated with the installation process. These devices should be an integral part of its Work
Order Management system and processes. Supplier's system should have the ability to dispatch and push data to
individual workers and to monitor progress throughout the day, and the ability to capture pictures, snap CPS FAT/LON
30
and utilize barcode scanners. Supplier's application is expected to validate Supplier collected data against expected
Yes
values and to either create exceptions if those values are not met, or to prompt the installer to tryagain. Ideally, once
the work order has been completed. Supplier's system should have the ability to upload completed data to the dispatch
application wirelessly.
Installer Notes in Handheld: The WMS handled system must allow notes entered by installer primarily for premise access
X
issues e. a) arrived at premise for scheduled appt at 8:30 am 10/15/23, b) electric meter located behind locked gate and
31
don't have entry, c) large dog in yard near electric meter and concerned for safety.
Yes
Scripting. Supplier's work order management system should have the capability to load scripts onto handhelds that
X
direct installers to execute certain activities when at a premise. This capability should be a part ofthe work order system
and be based on the agreed to logical workflows. Supplier should develop and test scripts prior to start of deployment,
32
and up date these periodically as conditions change or requirements warrant, without impact to the deployment
schedule. The Supplier's scripts should cover all requirements contained in this RFP.
Minimizing Errors. the Purchaser seeks to eliminate exceptions caused by installation errors. Supplier should design its
X
processes to minimize data errors entered by an installer, such as wrong meter number, incorrect meter read, etc., by
establishing data checks in its handhelds and work order management system. Supplier should also design its system to
33
provide prompts that assure that the installer is at the correct premise prior to commencing the meter exchange and
Yes
module installation process. Please describe Suppliers tools and/or processes developed to minimize installation
exception errors.
Exceptions Caused by Supplier Errors: When the legacy to AMI meter exchange produces exceptions and those
X
exceptions are determined to be caused by keying errors bythe Supplier, the Pur baser will track these errors and report
34
credit request of$10 per error recorded. The tracking of these exception errors will be submitted monthly by the
Yes
,Purchase.
Notes in Mobile Device: The Work Order Management system should support the loading of premise specific
X
35
information such as meter location, access issues, meter behind gate, etc.
Real -Time Dynamic Scheduling: Work Order Management system should have the ability to dispatch and push data to
X
35
individual workers, monitor progress throughout the day, and report on this progress i.e. change of appointment time for
water meter change -out.
Special Instructions by Account: Work Order Management system should have the capability to load special instructions
X
36
codes onto handhelds that direct installers to execute certain activities when at premises.
Meter Exchange Black -Out Dates: Supplier must follow the defined blackout dates as listed below: In summary.
X
1) Schedule has been adjusted for holiday/closed office days.
2) The Friday BEFORE the read meter task is the first day of the blackout. (Starting at the beginning of the business day.
37
3) The meter read date should match what we currently have on the Billing calendar.
4) The Thursday AFTER the billing date is the end date of the black out. (Starting at the beginning of the business day).
204
Cycle Planning: Upon award, Supplier should provide its detailed process and work flows for meter cycle selection and
X
cycle requests that it plans to use. As part of the routine execution of its work, the Supplier may be required to provide
periodic cycle Requests prior to release of cycle data to Supplier, so that Purchaser can confirm that Supplier's cycle
Request meets Al Network Deployment and other business requirements of the Purchaser prior to release and approval.
Meter replacements may be suspended during billing windows based on the cycle. Purchaser has provided a file listing
specific meters to be installed by month and a listing of the current meter cycle that each meter belongs to but we are
not providing any cycle planning scripts. A CIS map can be provided with the general location of each meter. Purchaser
may request irrigation and seasonal meters to be done during the months of July -September
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38
Yes
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We will load all Blackout dates into our WOM's
a w.�r n w>snon wzenon
solution to ensure meters will not be changed
out when they are up for billing.
Day Look Ahead: Supplier maybe required, on a daily basis, to provide purchaser with a "1-day look ahead" that
X
contains the key cycles that Supplier intends to deploy meters and modules on. The format of the data should be
39
mutually agreed to.
yes
Information Technology
Data Security, Synchronization, and Upload. Through automated means, the Supplier should record Al appropriate
X
meter exchange and module installation information and provide the data in a common readable electronic format for
40
batch upload into Purchaser' IT systems no later than end of the business day.
41
Minimum Information Required. The Supplier should list the minimum customer information that Purchaser will need
X
to supply to perform the work.
Batch Completion of AMI Meter Exchange Installation Service Orders- "To Utility", on no less than a daily basis,
X
Supplier should process the completion of bulk AMI meter exchanges and send to Purchaser's CIS. The file data
42
requirements, format, transfer methodology and frequency of these requests should be mutually agreed to between
yes
Supplier and Purchaser. Note, Attachment IV defines the Integration to Meter Exchange Integration method.
Data Elements and Installer Tasks for Electric Change -Outs. The Supplier should capture and transfer the data
elements listed below: The Supplier should capture and transfer the data elements listed below:
43
ID of the installer.
X
44
1 Date/time the order is completed.
X
45
Read from the removed electric meter.
X
46
Read from the new electric meter. The reading from the electric meter being installed is expected to be zero.
X
47
Serial number of the electric meter being installed.
X
48
Sensus FlexNet ID Number.
X
49
Meter number of the electric meter being removed; if applicable.
X
50
Follow-up flags indicating that Purchaser should investigate situations found at a premise such as
X
51
Comments section is to include the correct versus incorrect data found and note follow-up flag details.
X
52
Premise as -found condition (based on list to be provided by Purchaser).
X
53
Premise as -left condition (based on list to be provided by Purchaser).
X
54
Certification that locks and seals are in place -V/N.
X
Global Positioning System (GPS). The Supplier should capture CPS spherical (latitude, longitude, and altitude)
X
oordinates for each electric meter with an accuracy no worse than plus or minus three (+/- 3) meters. The process
55
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. Data should be delivered in a format with a spatial reference that can be
readily used by Purchaser's' GIS.
56
Digital photograph of the as -found meter/meter read.
X
57
Digital photograph of the empty electric meter can with meter removed.
X
58
Digital photograph of the as -left meter/meter read (Meter Socket).
X
59
If repair required, a digital photograph of the electric meter with the meter removed revealing appearance.
X
205
60
Meter Attachment Type: Home, pole or meter ped.
X
61
Secondary wire size: #6,#4, 1/0, 2/0, 4/0 or 250 AL or CU.
X
62
Meter Clearance: 3 feet in front and 3 feet on the sides.. Yes or No. If <3 feet provide photo.
X
63
Meter socket accessibility concern
X
64
By Pass Meter Socket: Yes or No.
X
65
Meter socket amperage rating
X
66
Does meter/stand pipe need attention: Yes or No.... Provide Comments.
X
67
Identify any damaged meter sockets that require repair or replacement and/or or minor repairs.
X
Meter Seal Lid/Ring: Once a meter is replaced, the lid and/or ring will be placed back on the meter base and the
X
appropriate meter seal will be used to seal the meter. Supplier will follow Purchaser's Meter Seal Policy to determine the
68
appropriate type of seal to utilize for each location. Meter seals will be provided by Purchaser.
X
Please see addition pricing to capture read in
ERT Meters without Readable Displays: A small percentage of existing ERT meters don't have a readable display to
pricing table.
capture the read of the legacy meter before changing out the meter. For any of these meters, the installer should use the
69
Itron hand -hold device to capture the meter read. Supplier to provide Itron FC300 hand-held device and attach picture of
handheld display for meter read.
Data Elements for Water Meter Change -Outs. The Supplier should capture and transfer the data elements listed below:
70
ID of the installer
X
71
Date/time the order is completed
X
72
Read from the removed water meter ERT.
X
73
Read from the new water meter. The reading from the water meter being installed is expected to be ten.
X
74
Serial number of the water meter being removed
X
75
Serial number of the water meter ERT being removed
X
76
Serial number of the water meter being installed
X
77
Sensors FlexNet ID Number.
X
78
Installed Meter Brand, Type and Model.
X
79
Installed Meter Size
X
8o
Is the current meter installed Vertically or horizontally: state direction. All joints should be leak tight.
X
81
Does the meter have a pressure reducing Valve? Yes or No
X
82
Is there an electrical jumper? Yes or No
X
83
Is there a valve before and after the meter? Yes or No. Define the type of valve in place.
X
84
State the service line pipe material identification by defining the lead/copper/galvanized/pex or other identifies for MDH
X
requirements.
85
Describe location of the meter in the building.
X
Follow-up flags indicating that Purchaser should investigate situations found at a premise such as incorrect data, safety
X
86
issues, potential tamper, premise repairs required, date/time found, Purchaser's party reported to, and other situations
found in the field by the Supplier
87
Comments section is to include the correct versus incorrect data found and note follow-up flag details.
X
88
Premise as -found condition (based on list to be provided by Purchaser).
X
89
Premise as -left condition (based on list to be provided by Purchaser).
X
90
Certification that locks and seals are in place -Y/N.
X
91
Digital photograph of the as -found meter/meter read.
X
92
Digital photograph of the handheld ERT read for the meter to be removed.
X
93
Digital photograph of the "as -left meter/meter read".
X
94
If repair is required, a digital photograph of the water meter with the meter removed revealing appearance (blocked,
X
buried, other).
Defective Plumbing: The Supplier shall promptly notify the Purchase if defective plumbing is found that could prevent a
X
95
safe meter change. If the Purchaser concurs, the installation will be deferred until repairs are made and the installer
informed of the repair.
X
Effective Shut -Off: The first valve is defined as the upstream shutoff valve or the valve on the street side of the meter. The
second valve is on the downstream side of the meter. The curb stop valve is located in the street right -of --way and shall be
operated by Purchaser. The installer shall operate the first valve to obtain the shut-off necessary for meter installation:
however, should the first valve be defective, the installer shall freeze the service connection upstream of the first valve to
96
obtain the shut-off. Freezing shall be accomplished with the use of CO2 freeze packs, electrical freeze units, or dry ice. The
Yes
Freeze shut of services will be conducted at a
installer shall freeze the service connection to accomplish shut -offs for accounts with inoperative first valves, at the
additional charge asoutlined in our pricing table
customer's first scheduled appointment without having to reschedule. In cases where freezing cannot be employed to
obtain the shut-off the meter installer shall inform the Purchaser that meter could not be replaced. The installer shall note
any plumbing problems on the installation record form.
206
Supplier leak Testing: After the installation of the metering system is complete, the installer shall open all valves and
X
check for Teaks. The installer shall verify that the meter register is functioning properly and that the meter and plumbing
97
connections in the vicinity of the meter do not leak All leaks or defects between and including connection points shall be
Yes
repaired.
Approach: Please describe your proposed approach, at the minimum the installer should turn on the water at the
X
customers hose bib to ensure water is flowing, the installer should flush out any sediment in the line. Then the installer
98
should heck for any leaks on the inlet and outlet side ofthe meter.
Yes
Warranty: Any leaks found within 90 days of the installation date must be covered by the Supplier's warranty. Any leaks
X
between and including the connection points for a normal installation, or for installations that were necessary to freeze
from the point frozen to the outlet side of the meter are the responsibility of the Supplier. The Contractor shall repair
99
such leaks and correct all damages which occur during the 90 day period, at the Contractor's expense.
Yes
Data Elements for Water Modules Retrofits. The Supplier should capture and transfer the data elements listed below:
The Supplier should capture and transfer the data elements listed below:
10O
ID of the installer.
X
101
Date/time the order is completed.
X
102
Read from the removed water ERT.
X
103
Read from the water meter register.
X
104
Read from the new water meter register. Installer should verify the installed read from the radio matches the display
X
on the water meter register
105
Confirm serial number of existing water meter.
X
106
Sensors FlexNet ID Number for the installed radio.
X
107
Verify installed Meter Brand, Type and Model.
X
108
Installed Meter Size
X
109
Is the current meter installed Vertically or horizontally: state direction.
X
110
Does the meter have a pressure reducing valve? Yes or No
X
111
Is there an electrical jumper? Yes or No
X
112
Is there a valve before and after the meter? Yes or No. Define the type of valve in place.
X
113
State the service line pipe material identification by defining the lead/copper/galvanized/pex or other identifies for MDH
X
requirements.
114
Describe location of the meter in the building.
X
115
Confirm/document manufacturer of the existing meter body.
X
Follow-up flags indicating that Purchaser should investigate situations found at a premise such as incorrect data, safety
X
116
issues, potential tamper, premise repairs required, date/time found, Purchaser's party reported to, and other situations
found in the field by the Supplier.
117
Comments section is to include the correct versus incorrect data found and note follow-up flag details.
X
118
Premise as -found condition (based on list to be provided by Purchaser).
X
119
Premise as -left condition (based on list to be provided by Purchaser).
X
120
Certification that locks and seals are in place- Installer indicate Y/N.
X
121
Digital photograph of the as -found existing meter/meter read.
X
122
Digital photograph of the handheld ERT read for the removed ERT.
X
123
Digital photograph of the as -left installed meter/meter read.
X
124
If repair required, a digital photograph to document the repair needed
X
Data and Information Technology Security
125
Data Privacy: The Supplier should ensure that customer data remains private and upon request shall describe what
x
controls and processes may be utilized to achieve this requirement.
Data Encryption: Purchaser's data and authentication content (passwords) should be secured in transit from end to end,
x
and at rest. The Supplier should identify what encryption standards they use or support such as but not limited to AES-
256, PKI, FTPS (SSL/TLS), SFTP (SSH) to secure Purchaser's data in transit (between Purchaser's systems and Supplier's
126
systems, and between Supplier's systems) and at rest in their field tools, laptops, servers, as applicable. Supplier should
describe the implementation of their data encryption solution(s).
127
Secure Transfer Server. The Supplier should provide Purchaser with a secure FTP server for transfer of
Yes
x
Please see detail response in RFP Bid
Unique User Identification and Authorization (Non -Utility Users) (IA): The Supplier should attest to enforce that their
x
personnel use unique identity user accounts and authentication content for
128
Purchaser's System accesses via local interfaces or network connections (ref. NIST SP 800-53 IA-8).
Process Approval: Upon award, Supplier should provide its processes, and Purchaser may approve Supplier's processes,
x
for incorporating appropriate security measures including but not limited to data encryption and key management for
129
Supplier's Work Order Management Sys=MOMS), Inventory Management System(IMS), etc. Suppliershould
indicate its compliance with this requirement.
207
Authorized Users. The Supplier should ensure that only authorized and authenticated users have access to the customer
x
130
data and should describe what controls and processes will be utilized to achieve this requirement.
Yes
Please see detail response in REP Bid
131
Auditability. All record of access and change of customer data should be auditable.
Yes
x
Please see detail response in REP Bid
132
log Unauthorized Use: All unauthorized use and change of customer data should be detected and logged.
x
Data Ownership: The Purchaser will retain ownership of all customer information. The customer information is only
x
133
provided to the Supplier for specific use in support of this Endpoint Deployment Services project. Nootheruseis
authorized.
End -of Contract Data Purge: The Purchaser requires all customer information to be purged from the Supplier's systems
x
(including handhelds) in accordance with NISI SP 800-88 media sanitization guidelines for 'purging'of data when this
134
information becomes no longer required by the Purchaser. This will be targeted 12 months after the last meter is
exchanged and must be requested in writing from the Purchaser's project manager.
Handheld Security Requirements
Handheld Mobile Device Data Security: The Supplier should have handheld security features that aid in preventing the
X
data from being extracted if device is lost in the field (i.e. authentication, screen locks, time outs, encryption, poison pill,
135
mote data wipe, etc.).
Loss of Handheld: The Supplier should have procedures to inform the Purchaser in the event of a lost or stolen
X
handheld. Describe the process for identification of the data lost in the handheld device and the process for re -acquiring
136
the lost completion data. Provide metrics on frequency of lost handheld devices during a deployment project.
Contact Center Security
Core Security Requirements: The data and Information Technology Security requirements should be applicable to the
X
137
Supplier's Call Center environment(s). The Supplier is required to acknowledge its compliance with these requirements.
Customer identification: Customer identification procedures should be used in Supplier's Call Center to validate that the
X
138
customer is who they say they are (Authentication) in order to prevent social engineering attacks.
Scrapping Meters
Electric ERT Resale Value: For the Purchaser's Itron ERT meters, please quote a proposed market value that the Supplier
X
139
ould coordinate for the selling of the electric ERT meters. Approximately 25 percent of the ERT meters are seven years
or less n age.
Scrapping Process: The Supplier should develop and obtain approval from Purchaser for the process used following
X
140
meter/module removal including shipping,storing, processing, and scrapping.
141
Electric Meter Waste Sorting: The Supplier may be required to separate both electric and water meter waste by glass vs.
X
plastic covers, and/or non -electronic vs. electronic waste.
Supplier Accountable to Scrapping: Supplier is accountable for all meter scrapping. The Supplier is fully accountable to
X
142
follow all State and Federal environmental laws relating to materials scrapping and disposal.
Scheduling of Water Meter and Module Appointments and Unreachable Electric Meter Locations
Supplier Best Practice: This bid is asking the Suppliers to propose what they have found to be the most effective
X
approach for scheduling and customer's availability for appointments primarily for the water meter and module
replacements. This recommendation should be defined within the Proposal as Addendum C 1: Appointment
Scheduling. The objective is to obtain the highest percent of met appointments and meter exchanges on the initial
appointment and the fewest remaining appointments to re -schedule with the on the second attempt and the lowest
143
remaining accounts that require a third attempt. The Purchaser is asking the Supplier to propose their entire awareness
and marketing programs with the use of press releases, bill inserts, web site updates, email use, text messages, and
other media and means for the most optimal appointment obtainment and cost effectiveness for the Purchaser.
Electric Appointments: For locations behind gates without gate keys available from the utility, obstructed electric meter
X
locations and other "access " issues that an appointment 7s may be necessary to exchange the electric meter, Supplier
144
shall notify the Utility for mutual resolution. All electric meters are located on the outside of the premise.
Maximum of 3 Attempts: For those locations where the Supplier may be required to make contact with the customer
X
prior to performing the work, the Supplier should make a minimum of three (3) attempts to contact the customer. If
after three (3) attempts the Supplier is unable to contact the customer for electric or for water the customer failed to
145
keep committed appointment, the Supplier 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 your preferred model and/or if it
is not included in the base bid.
Documentation of Customer Communications: Any communication with the customer or any attempt to communicate
X
146
with the customer should be documented by the Supplier.
Electric Life Support Accounts: Purchaser may provide a list showing those customers who are registered as having Life
X
Support Equipment or"Life Support Status' - this is estimated to be approximately 21 premises. The Supplier may be
147
required to provide all call center services needed to make verbal contact with these customers prior to disconnecting
power and ensuring that these customers are aware that the power will be interrupted when the work is performed.
Scheduling of Water Meter Appointment: Supplier should provide a toll -free number for customer questions regarding
X
installation scheduling. Purchaser may use its toll -free number for general AMI questions. Numbers to be listed on all
148
customer communications. Supplier to recommend best practices if different.
149
Web Based Water Meter/Module Appointment Scheduling: Proposals must include a means for customers to schedule
Yes
X
installation appointments via web site.
Web Based Water Meter/Module Appointment Scheduling Changes: Proposals must include a means for customers to
X
150
change their appointment installation appointments via web site.
Voice Mail Support. The Supplier should indicate availability of voice message retrieval and, if applicable, describe
X
151
latency of message retrieval and response.
152
Supplier should create a FAQ document for communications with customers. FAQ document may be approved by
X
Purchaser.
X
153
Adult 18 years or Older Must be Present at Customers Home: No installer shall enter residence without the
permission of an adult member of the household at least 18 years of age
154
Police Entry Assistance: A limited number of installations may require police assistance for access. The Supplier should
X
coordinate with Purchaser for any Police entry customer sites.
•
Post Cards for Electric Meter Exchanges: About two weeks prior to the scheduled electric meter exchange, Supplier shall
X
s
send pot cards the planned change -outs. This means nearly every day a different batch of post cards would be sent
155
(vendors can batch the post cards and send once per week versus daily ifthat is desired by Supplier.
Yes
Please see detail response in RFP Bid
Call Center Process
Records Availability. The Supplier should make available to Purchaser a record of all communications between the
X
156
Supplier and purchaser's customers upon request. A copy of all remarks,calls, or logs of communications from the
Supplier customer management system is sufficient.
Purchaser Monitoring of Customer Calls: Upon request, Supplier should provide the capability for
X
157
Purchaser to monitor the Supplier's phone conversations with conversations with Purchaser's customers.
Call Center quality Assurance
Call Recording and Retention. There may be situations where a customer will call Purchaser regarding an exchange
X
between the customer and the Supplier's representative. These situations may require the ability for Purchaser to review
the actual conversation between the customer and the Suppliers representative. The Supplier may be required to
provide the following system requirements. All calls to the Call Center should:
- Be recorded
158
- Be catalogued by date, time, complaintor phone number
- Be maintained a minimum of one hundred eighty (180) days with the option to hold specific calls for a
longer period as necessary
- Have the ability to be queried by date, time, phone number and agent
- Made available in Wave file format
Purchaser should retain right to audit call recordings.
159
Average Hold Time Maximum: Supplier should answer 90% of the calls within 60 seconds and 100% within 5 minutes.
X
Call Wait Time Statistics: Purchaser upon request should be provided call center statistics including the following: -
X
Total calls
- Average Speed of Answer (ASA)
159
- Wait time
- Total and average hold time
- Abandoned/lost calls
160
Escalation to Purchaser Percentage. Based on the Supplier's experience, indicate how many of these calls are expected
X
to be escalated to Purchaser for resolution.
160
Supervision. Upon request, the Supplier shall describe how the Supplier will ensure that appropriate supervision is on-
Yes
X
site at all times during hours of operation.
Please see detail response in RFP Bid
Languages Supported. The predominant language in Purchaser's service territory is English. The Supplier is requested to
X
communicate with customers that speak languages other than English, but it is not required to have multiple US
161
languages but please list how you address conversations with non-English customers'
Yes
Please see detail response in RFP Bid
Customer Satisfaction & Call Center
162
Hours of Operations. The Supplier should provide their Customer Call Center hours of operation from a minimum of
X
7:00 AM to 7:00 PM CST on all installation days. If availability exists less or more than the
Appointment Scheduling
For business customers, the Supplier should notify the business of their purpose. If an outage is required, the Supplier
may inquire if it is possible for the outage to occur at that time. If not, the Supplier may be required to return to the
163
premise at a scheduled time with the business.
Yes
X
Please see detail response in RFP Bid
Electric Meter Installation Times: Normal hours for the Supplier to work in the field doing meter installations at
customer premises should never be before or after daylight hours typically before 8 AM or after 5 PM Monday to Friday
164
for most instances, unless requested by the customer. The hours can be extended past S PM in the summer months
X
when the day light is longer but not before 8 AM, unless requested by the customer. The specific installation time to be
oordinated monthly between Supplier and Purchaser.
Water Meter Working Hours for Customer Appointments: 7:00 am until 7.00 PM Monday -Friday and 8:00 to 5 PM on
165
Saturdays. Special circumstances outside of these hours must have prior authorization from Purchaser.
X
Worker Requirements. Purchaser reserves the right to request and review any of the items specified in the following
section:
Human Resources Plan. The Supplier should ensure that their Human Resource plan that addresses the recruiting,
staffing and management of internal or contractor personnel to be used to deal with the requirements of this RFP. This
166
plan should induce hiring policies, security screening procedures, testing and performance review procedures and other
X
pertinent procedures.
167
Employee vs Contractor: Supplier must indicate whether each employee involved are direct employees of the prime
X
contractor or subcontractors.
168
Onsite Project Manager: Must be an employee of the prime contractor.
Yes
X
Please see detail response in RFP Bid
Qualified Workers. Supplier should employ and assign worts only to qualified workers. Qualified workers shall be trained
by the Supplier in accordance with an established set of specific qualifications inclusive of experience, training, audit, and
169
related items that are relevant to the nature and type work activities to be performed.
X
Licensed. Purchaser expects that the Supplier and their 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 addition to
170
being properly insured, equipped, organized, staffed, and financed to handle such services.
X
Professionalism. The Supplier should perform the services in an orderly and professional manner. Including but not
171
limited to customer experience expectations such as hygiene, respect for property, clean-up workspace, no cussing, no
yes
X
mokmg, etc
I
IPlease see detail response in RFP Bid
Skilled and Physicality: Workers. The Supplier should not employ for the services any personnel or subcontractor
unskilled in the work assigned. Also, ability to lift 50 pounds, stoop for long periods of time each day, enter small areas
172
and unique compartmented areas in utility locations, extend extremities to reach meter areas, use of stairs. Also, okay
X
with working in areas with insects and wildlife.
209
Minimum qualifications and Licensing. All workers employed or contracted by the Supplier may be required to have
X
We typically bring in seasoned qualified
the minimum competencies necessary to accomplish the specific task or work requirement presented in this document.
resource for both Electric and Water
The Supplier and their subcontractors, suppliers and agents are to be properly licensed and qualified to perform the
installations.
class and type of the services as specified in this RFP, in addition to being properly insured, equipped, organized, staffed
173
and financed to handle such services. The Supplier is to outline how it will meet these minimum competencies and
indicate any requested exceptions. Supplier should provide Self -Contained Metering class for EPI Installation Personnel.
Local Hires. The Supplier should use local qualified personnel whenever possible. However, this is not a requirement,
X
174
especially if highly pained crews from outride of the region are available.
yes
We typically don't hire locally, and we prefer to
bring in seasoned technicians.
Substance Abuse. In order to maintain a safe, healthy and efficient work environment, and to minimize absenteeism
X
and tardiness, Purchaser requires that the Work Site be a Drug and Alcohol -Free Environment. Prior to commencement
of work, Supplier should have a Substance Abuse Program in place. Supplier should provide a copy of their substance
175
abuse program with its submittal to this RFP. Purchaser should review the program and if acceptable, approve the
program prior to commencement of end point installation.
Pre -employment and Random Drug Testing. The Supplier and their agents, employees and
X
Subcontractors should adhere to DOT drug and alcohol testing policies in place during the term of the Project. All testing
176
shouldbe paid for in full by the Supplier. Suppliershould indicate compliance with this requirement. The Purchaser
serves the right to review how the Supplier is in compliance with this requirement.
Training Program Overview. The Supplier should provide an overview of their employee training programs(technical,
X
177
safety and customer contact/ communications) forthe specific work functions listed in this REP.
yes
Please see detail response in RFP Bid
Supervision. Supplier should ensure appropriate supervision is provided for all field -related work for its employees.
X
Supplier should provide itsexpected ratio of'Field Installation Personnel' to Field
Supervisors. Purchaser expectsthat Supplierwill provide more management oversight, e.g. the ratio offield technicians
178
to field supervisors, when the workforce is less experienced such as in the beginning of the project or at the start of
yes
implementation of a new type of technology or end point. Suppliershould indicate compliance with this requirement
and the proposed ratio of installers to supervisor?
Please see detail response in RFP Bid
Special Meter Installation Requirements & Project Management
Proposed Process: Please create a process map or a set of steps used from meters entering the CIS database to post
installation such as: a) from the Purchaser's warehouse and into your Work
179
Management Software, b) meters moved from warehouse to the installer's vehicles, c) from doing the meter exchange,
X
d) to uploading the meter exchanged data to reporting the work completed and planned into the dashboard tools.
Integration Method: Batch Creation of AMI Meter Exchange Installation Service Orders -From
Purchaser'. Upfront and then daily during the meter installation period, Purchaser should create bulk AMI meter
180
exchange service orders and send these to the Supplier's work management system via an
yes
X
automated integration or data transfer. Please indicate your preferred integration method between the Supplier's Work
management System, and the Purchasers' NISC CIS.
Please see detail response in RFP Bid
181
installation results into the Supplier's NISC CIS system, please describe your proposed approach for completingthis task?
yes
X
Please see detail response in RFP Bid
182
Data Exchange: Data files to be exchanged with Purchaser should be provided in a format suitable for uploading to NISC
yes
X
CIS.
Please see detail response in RFP Bid
183
Secure FTP Exchange: The software upload of the progress should occur at least daily.
X
184
Dashboard: Software should provide web access to Purchaser personnel to monitor the progress of the installation and
X
run reports.
185
Reporting of Installation Plan and Progress: Supplier should attach sample reports as used to track meter installation
X
progre
186
Project Schedule: The Supplier may work with the Utility Staff to develop a detailed project schedule for cycle completion
yes
X
and scheduling.
187
Project Plan forthis Proposal: The Supplier should include a sample Project Plan showing estimated timelinesto
X
omplete the various phases of this project.
Deployment Project Plan: Provide updates as needed to the project plan during the deployment articulating all Supplier
and Purchaser's key tasks and specifictime durations from contract execution through the first electric and water meter
188
replacement, ramp -up, mass deployment, and ramp-town/clean-up. Provide sample documents with response.
yes
X
Please see detail response in RFP Bid
189
Project Manager: Supplier should provide complete project management services with at least one project manager
X
located onsite during the entire installation period.
Daily Dashboard Update: Supplier should provide reports no less than daily frequency on the status of the installation.
190
These reports may be in the form of outputs from the Supplier's installation management software.
yes
X
Please see detail response in RFP Bid
Weekly Status: The Supplier should provide a status work of meters installed, any identified problems, inventory levels
191
projected, and other defined Project Management items for the Purchaser's PM.
X
Daily Upload of Meters/Modules Exchanged: The Supplier should submit no less than a nightly database feed of all
192
meters installed from the prior day to Purchaser. This information will provide Purchaser with the reporting capability to
X
check and verify each customer account is an active account. Please explain how you plan to meet this requirement.
Seasonal Cost Differences: If the schedules would allow for the bulk of the meter installations to be conducted April to
October, is there a potential for a lower cost per meter to be quoted or are seasonal differences built into your pricing?
193
Note, we are expecting about 75% of the meters to be installed over a nine -month March -November period.
X
Deploying Sequence and Timing
194
Initial Deployment Area (IDA) To gather a good understanding of the system integrations and business process flows,
X
Supplier must propose a replacement of 125 electric meters and 25 water meters.
Ramp -up Productivity Rates: Describe the Supplier's expected Productivity Per Day meter installations for a typical
195
hour and 10 hour day during production ramp up. Please describe your proposed ramp -up duration for the Phase 2 Full
yes
X
Deployment.
Please see detail response in RFP Bid
196
Steady State Productivity Rates: Describe the Supplier's expected Productivity Per Day for meter installations for a
yes
X
typical 8 hour and ldhour day during normal production (after ramp -up).
Please see detail response in RFP Bid
Ramp -down Process: Describe the Supplier's production ramp down process for delivery of the Endpoint Deployment
Services and discuss any issues that could negatively or positively impact the installation schedule for the proposed full-
197
service territory implementation with a focus on completing typical hard -to -access and clean-up work associated with
yes
X
project closeout.
Please see detail response in RFP Bid
Evidence of Meter Tampering
210
In the event meter tampering is evident, the Supplier may contact Purchaser's Operations or designated Purchaser
198
contact and report the violation immediately. The Supplier should also photograph the meter tampering or bypass
X
situation.
199
In the event meter bypass (diversion) is evident, the Supplier should photograph the issue and contact Purchaser
X
immediately.
Meter/Meter Base/Meter Enclosure Damage
In the event the Supplier uncovers existing damage to the meter, meter base, meter enclosure, Supplier should report
200
the type of problem to Purchaser, re -install the old meter if safe to re -install.
X
201
In the event the Supplier damages the meter base due to improper insertion of the meter, the Supplier may be
X
responsible for 100% of the cost of repairs.
Bulk Meter Installation Experience
Supplier Experience with Similar Sized Utilities as ERMU: Supplier list the deployments of at least four 10,000 to 20,000
X
electric AMI meter exchange contracts and four water meter exchange contracts with utilities from 3,000 to 10,000
202
water meter exchange engagements that have taken place after January 1, 2020?
Yes
References: Please list all contracts for meter installation deployments completed from 2020 to present. From theist
of all deployments, please provide at least three (4) verifiable references (contact names, phone number and emails).
203
Purchaser intends to contact these references. Purchaser reserves the right to request additional references.
Yes
X
Resources and Staffing Levels
204
Supplier Staffing Plan. Indicate by month the forecasted number of installers and supervisors needed during the
X
deployment for the water and electric endpoints.
205
Resume: Provide the resume for the proposed onsite Supervisor and or Foreman
Yes
X
206
Project Manager Change Out Request: Purchaser has the right to request a new project manager at the discretion of the
Yes
X
Purchaser.
Installer Bio's: Please provide resume or bio of the contractors or employees assigned to the purchaser. In the event
X
207
e of the staff have not been selected at this time pleases the minimum level of experience that you will commit to
Yes
hiring/assigning for this contract.
Safety& Environment
208
Please describe Suppliers Safety Assurance program, including all safety training, reporting, auditing, and corrective
Yes
X
actions employed.
Environmental Compliance: The Purchaser provides products and services to their customers with consideration to the
X
impact on the environment. Protecting the environment is one of the Purchaser's core values and Purchaser is
committed to delivering products and services in an environmentally sensitive manner. The Purchaser is committed to
209
om plying with all applicable international, federal, state, and local environmental laws and requirements. Please explain
Yes
your approach for complying with this specification?
Environmental Audits. The Purchaser reserves the right to have an environmental audit performed by the Supplier or
X
210
n independent third party at any time during the course ofthe project with respect to any work performed during this
Yes
project.
Inventory Management
211
Meter Inventory Level. Describe the Supplier's process for determining the required inventory level to be retained in
X
warehouse
Inventory Control. Describe the Supplier's experience and proposed inventory control procedures and work flows with
X
212
regards to receipt, storage, transfer and installation of the Purchaser's' metering assets.
Yes
Physical Security
213
Supplier Facilities Security. The Supplier shall properly lock and secure and operate warehousing and/or cross -lock
X
facilities.
214
Supplier's Physical Security in Warehouse: The Supplier shall secure any use of PC's at the warehouse by locking the PC
X
a nightly basis.
215
Warehouse Workspace: Purchaser will supply internet access from our warehouse
X
Miscellaneous
Active Accounts Daily FTP Feed from Purchaser: At the start of the engagement, Purchaser will provide a list of account
X
216
information for active customer accounts. This data will be updated each day or weekly if that is preferred.
yes
217
Electric Accounts in Disconnect Status: Supplier to describe the process for installing AMI electric meters where the
Yes
X
meter is in disconnected status.
Inspections First 100: Purchaser will provide an inspection of all meters installed for the first 100 electric and water
X
meters and approve the workmanship before additional meters are installed. Purchaser will complete this task within no
218
ore than two business days, and the inspections may also randomly occur during the time of installation.
Yes
Inspections for New Installers: Purchaser will provide an inspection of all meters installed for the first 50 meters for
X
219
either Phase 1 Or Phase 2 when the Supplier adds a new installer to their crew.
yes
New Installers Added: The Supplier must notify Purchaser when the Supplier adds new installation staff at any point of
X
time within this contract. When notifying Purchase of new staff, then the Supplier must also provide evidence that all
220
required background and training approvals have been completed.
Inspections After First 500 Meters: A second phase of inspections will be completed by Purchaser after the first 500
X
meters and modules are installed. After the inspection, Purchaser will send a written correspondence to the Supplier's
Project Manager confirming conformance to the specifications of this RFP or request corrective measures. During this
221
second phase of inspections, the Supplier is welcome to co -visit the inspected meters with a Purchaser representative.
222
Any work on electric meters other than single-phase, 1201240 volt, 320 amps or less should not be performed by
X
Supplier.
Revisit Trips: Customer Premise Field Investigations — Post Installation. After installation, some small percentage of the
X
installed AMI meters may require an investigation and resolution for multiple reasons including incorrect installation,
failed hardware, software mismatches on the systems, poor communications, etc. For these visits, the vendor to quote
223
aper visit cost. The visit should occur within 14 working days from the request by the Purchaser. Supplier may be
required to revisit non -performing meters in the deployment area, identify the cause of the problem and when
applicable resolve the issue For budgetary purposes, assume 200 re -visits will be requested The Supplier may only
charge Purchaser for the number of visits completed and should be broken out separately on the monthly invoice.
211
224
Inoperable AMI Meters. The Supplier should return any inoperable smart meters to Purchaser on a periodic basis, not
to exceed monthly.
X
X
225
Acceptance of Work. Acceptance of work by Purchaser will be completed on a cycle -by cycle basis. cycle completion
should be based on the measure of those meters on the cycle that have been assigned by Purchaser to Supplier for
meter installation. Upon completion of a cycle, the Supplier will request acceptance of the cycle by Purchaser. Then
Purchaser should then provide approval or rejection of the request based upon predetermined cycle acceptance
guidelines. End
Assumptions & Exceptions
Supplier:
Date
File Name
See Pricing Instructions document.
Requirement Number I Assumption/Exception
212
1.24b Attachment II Pricing Response
Attachment Il.• Pricing (Common Costs)
1
Please do not change the format of this form or insert any new rows and/or columns.
2
Please return the completed pricing schedule in native Excel. Only fill out the areas shaded yellow.
3
For some of the optional services as listed below, please insert the incremental cost.
4
While we ask for pricing for the entire account population of approximately 19,000 of endpoints to be installed, it is a
requirement for the Supplier to only invoice the cost of the installation after the actual installation has occurred.
Key Assumptions:
The deployment will consist of two phases. Phase 1 shall consist of installing roughly 150 new electric meters/modules, 20
1 water meter/modules and 10 water retrofit modules with the existing water meters.
Faced Project Charges
1
Fixed: Set Up Fees for Electric and Water
EndPoint Installation Services
Quantity
Unit Cost for Each
Extended Cost
1.1
Initiation Fee
1
$ -
$ -
1.2
Project Management Fee
1
$ 6,800.00
$ 6,800.00
1.3
Meter Installation Software Integration Fee with CIS
and GIS
1
$ 8,200.00
$ 8,200.00
1.4
System Integration Fee
1
$ -
$ -
1.4
Phase 1 Mobilization Charge
1
$ 2,500.00
$ 2,500.00
1.5
Phase II Mobilization Fee
1
$ 5,000.00
$ 5,000.00
1.6
Other Start -Up Costs (Vendor to describe)
1
$ -
$ -
1.7
Other Start -Up Costs (Vendor to describe)
1
$
$
1.8
Other Start -Up Costs (Vendor to describe)
1
$
$ -
1.9
1 Performance Bond (final pricing determined at
1
$ 1 8,539.11
$ 18,539.11
2 Incremental Fixed Fees Quantity Unit Cost for Each Extended Cost
2.1 Water and Electric Meter Disposal (excluding electric $ 0.85
meters of value) $ -
2.2 Revisit Electric 100 $ 38.1
$ 3,812.00
2.3 Revisit Water 100 $ 73.5
$ 7,345.00
Vendor Assumptions
We will waive the electric meter portion of the handling fee if EMRO choose the reclamation
1 program. Estimated savings $10400
213
Attachment IL• Pricing (Electric)
Base
3
Meter Type Quantity
Unit/meter
Extended Cost
Optional Vendor Clarification
Form 2S
Install Cost
Comments
3.1
$ 17.34
$ 207,889.26
11,989
3.2
Form 2SE
$ 17.34
$ 797.64
46
3.3
Form 3S
$ 17.34
$ 4,074.90
235
3.4
Form 4S -16S Installed by ERMU -
$ -
$ -
Installation Services Priced Incrementally
Add -On Services (if any of these are included in your base
Premise
Incremental
4
quote, then insert $0 in the cost cell)
Quantity
Add -on
Extended Cost
Service
4.1
ID of the installer.
12,270
No Charge
$
4.2
Digital Photo of Post -Site Conditions
12,270
No Charge
$ -
Global Positioning System (GPS) coordinates. (Our Standard GPS
4.3
offering of 3-meter accuracy (min. 6 decimal places).)
12,270
No Charge
$
Prior to meter installation, Supplier may be asked to issue an
4.4
informative postcard with the postcard provided and pre -approved
12,270
by Purchaser.
$ 0.88
$ 10,797.60
Follow -tip flags indicating that Purchaser should investigate
situations found at a premise such as incorrect data, safety issues,
4.5
potential tamper, premise repairs required, date/time found,
12,270
Purchaser's party reported to, and other situations found in the field
by the Supplier.
No Charge
$
Conunents section is to include the correct versus incorrect data
4.6
found and note follow-up flag details.
12,270
No Charge
$
4.70
Select from a Drop -down List: Premise as -found condition (based
12,270
on list to be provided by Purchaser).
No Charge
$
Select from a Drop -down List: Premise as -left condition (based on
4.80
list to be provided by Purchaser).
12,270
No Charge
$
4.90
Certification that locks and seals are in place - Y/N.
12,270
No Charge
$
Global Positioning System (GPS). The Supplier should capture
4.10
GPS spherical (latitude, longitude, and altitude) coordinates for
12,270
each electric meter with an accuracy no worse than plus or minus
three +/- 3
No Charge
$
4.11
Digital photograph of the as -found meter/meter read.
12,270
No Charge
$
4.12
Digital photograph of the empty electric meter can with mete
12,270
removed.
No Charge
$
4.13
Digital photograph of the as -left meter/meter read (Meter Socket).
12,270
No Charge
$ -
- If repair required, a digital photograph of the water meter with the
4.14
meter removed revealing appearance (blocked, buried, other).
600
No Charge
$
4.15
Meter Attaclunent Type: Home, pole or meter Ted.
12,270
No Charge
$
4.16
Secondary wire size: #6, #4, 1/0, 2/0,or 250 AL or CU.
12,270
4/0
No Charge
$
4.17
Meter Clearance: 3 feet in fiont and 3t on the sides. Yes or No.
12,270
fee
No Charge
$
4.18
Immediately contact Utility with Bypass Meter Socket.
NA
No Charge
$
100 Amp or 200 Amp Meter Socket: Should be a sticker inside that
4.19
indicates the amps.
12,270
No Charge
$
4.20
Does meter/standpipe need attention: Yes or No.... Provide
12,270
Conunents
No Charge
$
4.21
Identify any damaged meter sockets that require repair ou
12,270
replacement
No Charge
$
214
Meter Seal Lid/Ring: Once a meter is replaced, the lid and/or ring
will be placed back on the meter base and the appropriate meter
4.22
seal will be used to seal the meter. Supplier will follow Purchaser's
12,270
Meter Seal Policy to determine the appropriate type of seal to
utilize for each location. Meter seals will be provided by
Purchaser.
No Charge
$
ERT Meters without Readable Displays: A small percentage of
existing ERT meters don't have a readable display to capture the
4.23
read of the legacy meter before changing out the meter. For any of
600
these meters, the installer should use the Itron hand -hold device to
capture the meter read.
$ 6.89
$ 4,134.00
Vendor Assumptions
1
Sub 3 meter GPS is included in the bid package. Sub meter GPS is availabe on 95% of the meters for $2.85
per
2
3
4
5
6
7
8
9
10
11
12
13
Attachment IL• Pricing (Water)
IIIIIIIIIIII
Premises Requiring New Water Meter/Modules
Base Unit
5
NEW Water Meters, Encoders & Registers and AMI MIUs
Quantity
Meter Install
Cost for Each
Extended Cost
Optional Vendor
Clarification Comments
Short iPerl 3/4"
Premise
5.1
83.12
$ 377,863.52
4,546
215
5.2 iperl
1"
338
83.12
$ 28,094.56
5.3 Cordonel
11/2"
93
260.12
$ 24,191.16
5.4 Cordonel
2"
-
$ -
5.5 Cordonel
23
580.12
$ 13,342.76
5.6 Cordonel
4"
9
580.12
$ 5,221.08
5.7 Cordonel
6"
1
1340.00
$ 1,340.00
5.8 Cordonel
8"
-
$ -
T�staTTf 'r'15Y w Mifc s,
nc ii a rs, R first+ r aud,S4 IYls ari I ta11
,iM14
$ 45641053,f1&
Premises Requiring Retrofits with Adding AMI to an Existing Meter
6
Existing Meter Type
Meter Size
5/8"
Quantity
537
Base Unit
CostforEInstall/RetrofithExtended
Cost for Each
Premise
Cost
Optional Vendor
Clarification Comments
6.1
Badger E-Series Ultrasonic
68.12
$ 36,580.44
6.2
Badger E-Series Ultrasonic
3/4"
1
68.12
$ 68.12
6.3
1 Hersey Mag & 5 Badger E-
Series
1"
6
68.12
$ 408.72
6.4
Badger E-Series Ultrasonic
1 1/2"
13
112.12
$ 1,457.56
6.5
Badger E-Series Ultrasonic
2"
10
112.12
$ 1,121.20
6.6
1 Badger Mag & 7 Badger E-
Series
3"
9
112.12
$ 1,009.08
6.7
1 Hersey Mag & 2 Badger E-
Series
4"
4
112.12
$ 448.48
6.8
Badger Mag Meter
6"
1
112.12
$ 112.12
6.9
Badger Mag Meter
8"
1
112.12
$ 112.12
AiiI;lVlviluTes`8
$ 41;3.154
Installation Services Priced Incrementally for Meter/Module Installation
7
Installation Services (if any of these are included in your base quote,
then insert $0 in the cost cell)
Premise
Quantity
Incremental
Add -on Service
Extended Cost
Optional Vendor
Clarification Comments
7.1
ID of the installer
5,010
No Charge
7.2
Date/time the order is completed
5,010
No Charge
7.3
Read from the removed water meter.
5,010
No Charge
7.4
Read from the new water meter. The reading from the water meter being installed is
expected
5,010
No Charge
7.5
Serial number of the water meter being register installed.
5,010
No Charge
7.6
FlexNet ID on SmartPoint Module
5,010
No Charge
7.7
Meter Brand, Type and Model.
5,010
No Charge
7.8
Meter Size
5,010
No Charge
7.9
Is the current meter installed Vertically or horizontally: state direction. All joints should be leak
tight.
5,010
No Charge
7.10
Does the meter have a pressure reducing valve? Yes or No
5,010
No Charge
7.11
Is there an electrical jumper? Yes or No
5,010
No Charge
7.12
Is there a valve before and after the meter? Yes or No. Define the type of valve in place.
5,010
No Charge
7.13
State the service line pipe material identification.
5,010
No Charge
7.14
State location of the meter in the building.
5,010
No Charge
7.15
Meter number of the water meter being removed; if applicable.
5,010
No Charge
216
Follow-up flags indicating that Purchaser should investigate situations found at a premise
7.16
such as incorrect data, safety issues, potential tamper, premise repairs required, date/time
5,010
found, Purchaser's party reported to, and other situations found in the field by the Supplier.
No Charge
Comments section is to include the correct versus incorrect data found and note follow-up
7.17
flag details.
5,010
No Charge
7.18
Premise as -found condition (based on list to be provided by Purchaser).
5,010
No Charge
7.18
Premise as -left condition (based on list to be provided by Purchaser).
5,010
No Charge
7.19
Certification that locks and seals are in place -Y/N.
5,010
No Charge
7.20
Digital photograph of the as -found meter/meter read.
5,010
No Charge
7.21
Digital photograph of the empty water meter can with meter removed.
5,010
No Charge
7.22
Digital photograph of the as -left meter/meter read.
5,010
No Charge
7.23
- If repair required, a digital photograph of the water meter with the meter removed
5,010
No Charge
revealing
Defective Plumbing: The Supplier shall promptly notify the Purchase if defective plumbing is
7.24
found that could prevent a safe meter change. If the Purchaser concurs, the installation will
5,010
be deferred until repairs are made and the installer informed of the repair.
No Charge
Effective Shut -Off: The first valve is defined as the upstream shutoff valve or the valve on the
street side of the meter. The second valve is on the downstream side of the meter. The curb
stop valve is located in the street right-of-way and shall be operated by Purchaser. The
installer shall operate the first valve to obtain the shut-off necessary for meter installation:
however, should the first valve be defective, the installer shall freeze the service connection
upstream of the first valve to obtain the shut-off. Freezing shall be accomplished with the use
7.25
of CO2 freeze packs, electrical freeze units, or dry ice. The installer shall freeze the service
TBD
connection to accomplish shut -offs for accounts with inoperative first valves, at the
customer's first scheduled appointment without having to reschedule. In cases where freezing
cannot be employed to obtain the shut-off the meter installer shall inform the Purchaser to
close the curb stop valve. Purchaser owns the curb stop and is responsible for repairing buried
or broken curb stops. The installer shall note any plumbing problems on the installation record
Additional Charge for Freeze shut
form.
$ 117.12
off only
Supplier Leak Testing: After the installation of the metering system is complete, the installer
shall open all valves and check for leaks. The installer shall verify that the meter register is
functioning properly and that the meter and plumbing connections in the vicinity of the meter
7.26
do not leak. All leaks or defects shall be repaired. It shall be presumed that any leaks in the
5,010
vicinity of the water meter reported by the customer to either the Purchaser or the Supplier
within 90 calendar days after completion of the installation work at the customer's property
are the result of the installation work. The Contractor shall repair such leaks and correct all
damages which occur during the 90-day period, at the Contractor's expense.
No Charge
Approach: Please describe your proposed approach, at the minimum the installer should
turn on the water at the customers hose bib to ensure water is flowing, the installer should
727
flush out any sediment in the line. Then the installer should check for any leaks on the inlet
5,010
and outlet side of the meter.
No Charge
Warranty: Any leaks found within 90-days of the installation date must be covered by the
7.28
Supplier's warranty. Any leaks from the outlet side of the meter back to the utility
5,010
curbstop/shut-off valve are obviously the responsibility of the installer (or utility
No Charge
�'"tFt�l,A.(�d=4fY`�r•iCe&ii1�(�,�71AC��ItCCICtit�1'�! $'„",,,,, „� -
Installation Incremental Services for AMI Module Retrofit with Existing Meter
Retrofit Incremental Installation Services (if any of these are included
Premise
Incremental
Optional Vendor
S
in your base quote, then insert $0 in the cost cell)
Quantity
Add -on Service
Extended Cost
Clarification Comments
8.1
ID ofthe installer.
582
No Charge
8.2
Date/time the order is completed.
582
No Charge
8.3
Read from the removed water meter register.
582
No Charge
Read from the new water meter register. The reading from the water meter being installed
582
8.4
is expected to be zero.
No Charge
8.5
Confirm serial number of existing water meter.
582
No Charge
8.6
Media Access Control (MAC) or IP address, if present, of the AMI endpoint being installed.
582
No Charge
8.7
Confirm/document manufacturer of the existing meter body.
582
No Charge
Follow-up flags indicating that Purchaser should investigate situations found at a premise
such as incorrect data, safety issues, potential tamper, premise repairs required, date/time
582
found, Purchaser's party reported to, and other situations found in the field by the Supplier.
8.8
No Charge
217
8.9
Comments section is to include the correct versus incorrect data found and note follow-up
flag details.
582
No Charge
8.1
Premise as -found condition (based on list to be provided by Purchaser).
582
No Charge
8.11
Premise as -left condition (based on list to be provided by Purchaser).
582
No Charge
8.12
Certification that locks and seals are in place - Installer indicate Y/N.
582
No Charge
8.13
Digital photograph of the as -found existing meter/meter read.
582
No Charge
8.14
Digital photograph of the empty water meter with meter register removed.
582
No Charge
8.15
Digital photograph of the as -left installed meter/meter read.
582
No Charge
8.16
If repair is required, a digital photograph of the water meter with the meter removed
revealing appearance (blocked, buried, other).
582
No Charge`
6t,A1 z4C d-4i1' P,,/fYg�0,it,Iu,Ct,'i cfCICi" �,,
$
Vendor Assumptions
1
If you ERMU elects to have Allegiant dispose of the ERT batteries, we charge $4.85 each and provide an environmental certification.
2
Blanket Permit with a Master Plumber fee is $2500
3
4
5
6
7
8
9
10
11
12
13
Installation Cost Summary
Proposed Costs
1
One -Time Set -Up Fees
$
41,039.11
2
Incremental One -Time Set -Up Fees
$
11,157.00
3
Electric Meter Installation Fees
$
212,761.80
4
If proposed and not included in 3 above - Incremental Electric Installation Fees
$
14,931.60
5
Water Meter/Module Installation Fees
$
450,053.08
6
Retrofit Installation Fees
$
41,317.84
7
If proposed and not included in 5 above - Incremental Water Meter/Module
Installation Fees
$
-
8
If proposed and not included in 6 above, Incremental Retrofit Water Installation Fees
$
-
Total Proposed Cost
$
771,260.43
Note: Vendors should confirm Summary for their own accuracy.
218
1.24c Statement of Work.F..xhibit ...A
...................
Exhibit A: Statement of Work
1.0 Scope of WorkSummary
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.
"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.
219
"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 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.
3.0 Contractor Services
3.1 Quantity of Endpoint Installation: Installation of meter and modules quantities and schedule
listed below in Section 3.
3.2 Customer Appointment Letters: Printing and Distribution of Pre -installation Customer
Appointment Letters to all accounts.
3.3 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.
3.4 Scheduling of Appointments: Contractor will use their software to schedule the EndPoint
installations.
220
3.5 Integration: of Contractors work management software with Utility's CIS.
3.6 Hiring of Installers: Onsite employee hiring and training of Contractor's staff.
3.7 Data security: Accountability to secure of Utility's data.
3.8 Hosting: Security store Contractor's software.
3.9 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.
3.10 Customer -Facing Appointment Web site: to allow End -User Customers to schedule their
appointments and to make changes to scheduled appointments.
3.11 Installation Workshops: Work session between Utility and Contractor to talk through and
agree on the planned installation processes, including new installer Onboarding training
required.
3.12 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.
3.13 Certified and Unreachable Meters: Document all successful EndPoint 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.
3.14 Reporting: For both planned EndPoint 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 EndPoint 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.
3.15 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
221
hours must have prior authorization from Utility.
3.16 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).
3.17 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.
3.18 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.
3.19 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.
3.20: 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.
3.21: Out of Scope: Traffic lights, railroad crossing, meter exchanges in confined spaces and
polyphase meters as agreed to by all Parties.
3.22: Integration with NISC: As defined in Attachment I Requirements Response.
4.0 DeploymentSchedule
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.
222
• 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 EnclPoint will be created as part of the Installation
Workshops.
Project entails the following:
Completion of electric and water EndPoint quantities listed below.
If both Contractor and Utility agree, the dates below could be accelerated or extended.
Project Sponsors Logistical Kick-off: Month 1
March 2024
Logistics
(Within Two weeks from Contracting)
Phase I Initial Deployment Area (IDA): Month 1, 2 and 3
March -May 2024
Training and Install
Pre -Installation Planning, System 3
—150 meters*
Integration, and Installing of IDA
meters
June 2024
None.
*Work Stoppage Between Phase 1 and 30-60 days 2
Phase II
Phase II Full Deployment: (Full System Months 4-13 10
July 2024-May 2025
Install all remaining
Deployment)
electric meters, water
modules and water
meters
TOTALTIME: 15
15 months
Planned Deployment Timeline Meters Per Month
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
223
6
1210
500
75
7
1210
500
75
8
1210
500
75
9
1210
500
75
10
1210
500
75
11
1210
500
51
12
1210
500
0
13
1140
490
0
Total
12,270
5,010
581
5.0 Customer Installation Appointment Scheduling
5.1 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.
5.2 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.
5.3 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.
224
6.0 Work Order and Data Integration AMI Meter Implementation
Allegiant Utility Services proprietary WMS, Peak Workflow"', 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.
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.
6.1 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
225
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226
6.2 Workflow Status Overview
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.
All --:.. _a
6.3 Primary Data Transfer File requirements:
a. Location File
b. Post Meter Change Out Export File
C. MMF file
d. Blackout Dates
e. Damaged Meter
f. CNC Meter File
g. 3 Strike File
From Utility
0 Secure FTP
Automated
CIS
CIS
Customer
Exceptions
Meter Location File
...................... ..
k11 It
Meter Mfg, File
Bledtdul Oatss Fie
Period;c
Web Porlal
8 Mobile App =; r
of
II (Idevices
............... .t....�................
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—►
Master Database
To Utility
Secure FTP
Automated (Daily)
EXpOfi
Completed Meter File
:.............................
CNC Meter Fie
Damaged Meter File
3-Strike Meter File
Ad Hoc Meter File
227
6.4 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
Column Header
Positio
Required from Utility CIS
Length
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
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 01 44.9453656-93.3358785:
64645456
TS329546
4203
2S
r 01 r 03 r 02 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
30
1 Customer account number
x
Old Meter Number
is
2 Old meter serial number
x
Old kWh Reading
30
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
1s
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
25
8 Can be 19 if needed for NISC
228
Account Old Meter Number Old kWh Reading New Meter New kWh Reading Reading Date New Latitude New Longitude
2353456S3 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 formatfor the Vault.
6.5 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.
6.6 Handheld Devices
a. Meters tracked in map interface on Allegiant's handhelds
b. Flexible meter reading inputs
C. New meter numbers scanned in
6:08 1 .a = .
Search...
Beach V
V
Greenwood
METER I ASSIGNED
r TS4234920
FORM FACTOR 2S-SD STATUS Active
ADDRESS 12345 Anytown Street SW
Sometown, FL 24324
LAVLONG 46.96875456
-92.54673421
NOTES Small dog, gate code: 1234, be
sure to not let dog out
6:07, ..i
Work Order
IdFIFH I A-1—H)
TS4234920
Can Not Complete (CNC) or 3-strike o ;
Show location information
aaov Meer Number
23492342057 �IIIII',
Pre -work Site
Photo
Old Meter Photo
Add Photo
229
6.7 Web Tools
Meters install detail screen:
6 CObW I Wark Ord. Deolb 1172a7621
Work Order: 234987925
., ., 24351255
2S
LL 200
U�Wee9roun6
39055
6.8 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
230
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
6.9 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
231
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.
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.
6.10 High Level Security and Architecture
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
♦ SUP encrypted site for file sharing
232
.0 High-level Warehousing andStorage
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. Meter Salvage
a. Salvage Meter Process
i. Allegiant palletizes and shrink wraps
ii. Allegiant will pick up meters Monthly after hold period
II Venter
1. Staffed 7 AM— 7 PM CST
2. #800 assigned to project
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
.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 FR shirt and pants
• Protective footwear
• 600 Volt protective gloves and leathers
• FR 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.
1.24d Change Orders as provided after contracting
233
1.24e Certificate of Insurance
Certificate of naming Elk River Municipal as additional insured
ACC)R& I CERTIFICATE, OF LIABILITY INSURANCE 2J'13QM4
THIS, CERTIFICATE 119 ISSUED AS A MATTER OF INFORMATIION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW- THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING IINSURIER(S), AUTHORIZED
REPRESENTATIVE OR PI=UCER, AND THE CERTIIFICATE HOLDER.
IS PORTAKT- pf S bWdBr IS an ADINTIONAL INSUIRED, line pWiCyp,69) 1311984 ftWe ADEF11ONAL INSURED Provisions Or be endorsed.
III SUBROGATION 19 WAIVED, SeNed to, Ift WM and COMIS100118 of the p0q, certain pollides may re"We aft MKIbleMMOnt A Stallament on
this carbacate does riot confer ilghts to bw cartwaike IMRW In laid of'such onckweemenUal.
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THIS IM TO, CER71FT THAT THE POLICIES OF INSURANCE LISTED BELOW HNiE BEEN ISSUED 70 THE INSURED NAMED ABOVE FOR THE POLICY PERICNM
INDICATED. W7W17HSTANDING ANY REQUIREMENT TERM CR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO AHIGH THIS
CERTIFICATE MAY BE 133JED OR Mkf FFRTAM, THE INSURMCS AFFORDED BY TIRS POUCIIES DESCRISED HEREIN 0 SUBJECT TO ALL THE TERMS.
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1.24f Performance Bond
Document A312111 - 20111
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1.24g Workers' Compensation Certificate
ACERTIFICATE OF (LIABILITY INSURANCE -G
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236
1.24h Blackout Schedule (Attachment III)
3 3/19/2024
3/19/2024
3/28/2024
4 3/22/2024
3/26/2024
4/4/2024
1 3/29/2024
4/2/2024
4/11/2024
2 4/5/2024
4/9/2024
4/18/2024
3 4/12/2024
4/16/2024
4/25/2024
4 4/19/2024
4/23/2024
5/2/2024
1 5/3/2024
5/7/2024
5/16/2024
2 5/10/2024
5/14/2024
5/23/2024
3 5/17/2024
5/21/2024
5/30/2024
4 5/24/2024
5/28/2024
6/6/2024
1 5/31/2024
6/4/2024
6/13/2024
2 6/7/2024
6/11/2024
6/21/2024
3 6/14/2024
6/18/2024
6/27/2024
4 6/21/2024
6/25/2024
7/5/2024
1 6/28/2024
7/2/2024
7/11/2024
2 7/5/2024
7/9/2024
7/18/2024
3 7/12/2024
7/16/2024
7/25/2024
4 7/19/2024
7/23/2024
8/2/2024
1 8/2/2024
8/6/2024
8/15/2024
2 8/9/2024
8/13/2024
8/22/2024
3 8/16/2024
8/20/2024
8/29/2024
4 8/23/2024
8/27/2024
9/5/2024
1 8/30/2024
9/3/2024
9/12/2024
2 9/6/2024
9/10/2024
9/19/2024
3 9/13/2024
9/17/2024
9/26/2024
4 9/20/2024
9/24/2024
10/3/2024
1 9/27/2024
10/1/2024
10/10/2024
2 10/4/2024
10/8/2024
10/17/2024
3 10/11/2024
10/15/2024
10/24/2024
4 10/18/2024
10/22/2024
11/4/2024
1 11/1/2024
11/5/2024
11/14/2024
2 11/8/2024
11/12/2024
11/21/2024
3 11/15/2024
11/19/2024
11/28/2024
4 11/22/2024
11/26/2024
12/5/2024
1 11/27/2024
12/3/2024
12/12/2024
2 12/6/2024
12/10/2024
12/19/2024
237
3 12/13/2024
12/17/2024
4 12/20/2024
12/26/2024
1 12/27/2024
1/7/2025
2 1/10/2025
1/14/2025
3 1/17/2025
1/21/2025
4 1/24/2025
1/28/2025
12/27/2024
1/3/2025
1/16/2025
1/23/2025
1/30/2025
2/6/2025
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
By:
ark Hanson, General Manager
ALLEGIANT UTILITY SERVICES, LLC
14319 Gregg Manor Rd STE 101
Manor, TX 78653
BY: �v 4)��
Je'q SAKtm`an', Chie erating Officer
238