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HomeMy WebLinkAboutAMI Technical Specifications and Scope of Work Solicitation1.0 Minimum Qualifications Proposers shall be in the business of Water Automatic Meter Infrastructure (AMI) and Water Meters and must possess sufficient financial support, equipment, and organization to ensure that it can satisfactorily perform the services if awarded a Contract. Proposers must demonstrate that they, or the key staff assigned to the project, have successfully provided services with similar magnitude to those specified in the scope of services to at least one entity similar in size and complexity to the city of Denton or can demonstrate they have the experience with large scale municipal clients and the managerial and financial ability to successfully perform the work. Appendix A is our Minimum Qualification requirement. Proposers that fail to comply with all items listed in Appendix A will be found non-responsive. 2.0 Technical Specifications/Scope of Services 2.1 Project Background The city of Denton is the largest city in Denton County, TX. Located on the far north end of the Dallas–Fort Worth metroplex in North Texas on Interstate 35, Denton is known for its active music scene; attracting over 300,000 people to the city each year. The city has hot, humid summers and few extreme weather events. Its diverse citizenry is represented by a nonpartisan city council, and numerous county and state departments have offices in the city. A full-service municipality, Denton, provides the highest quality of affordable services to meet the needs of its residents. Master-planned communities and welcoming neighborhoods enhance home values and create a sense of belonging. The community offers outstanding schools, libraries, civic organizations, and other resources that make Denton a great place to work, live and raise a family. • Area in city limits (2020) o City: 97.95 sq mi o Land: 96.35 sq mi o Water: 1.60 sq mi • Estimated 2020 city Population*: 139,869 o Density 1,451.68/sq mi o 12th-most populous city in the Dallas–Fort Worth metroplex For additional information, please visit to our website: www.cityofdenton.com 2.2 Project Summary The scope of the AMI project is limited to the city of Denton and the entire service area including all meters as well as the entire coverage area in the supplied Map in Exhibit 4. The city currently reads meters manually monthly. Manufacturers or Distributors of AMI Systems who are proposing solutions in response to this Request for Proposal (RFP), shall address compatibility, integration, and integration support between their proposed system and other city Customer Information System (CIS) systems described in this RFP. The AMI Manufacturer or Distributor shall offer project management support during installation, deployment, and implementation for their AMI system and associated services and that those services and their costs should be fully described in the response. The city expects the AMI communications infrastructure system offered to be a flexible, scalable foundation for AMI metering, advanced water distribution system monitoring, and smart city applications. With this in mind, the city expects the AMI Manufacturer or Distributor to offer and supply the most up-to-date and current hardware and software products available at the time of delivery. Regarding the field area network, the city is interested in understanding various fixed network options, including cellular network usage for endpoint connectivity. As of the city’s 06/05/2024 meter census, indicated in Exhibit 1, the city has approximately 44,157 water meters in service. Concurrent to any AMI endpoint upgrades, the city intends to replace all meters, but may adjust this after reviewing the Proposals and the results of the commercial field survey. The city will require a 100% solid state meter proposal and will evaluate the finances based on solid state metering. Vendors may also offer a positive displacement meter as an alternative, but it will not be considered in the financial analysis. The city has mostly metallic lids and will replace lids as needed. The bidder must indicate and price in Appendix D2, the solution that is recommended for them to meet the system performance requirements. Drilling of lids or lid replacement is acceptable depending on the bidder’s systems needs. A lid must either be drilled or replaced as part of this RFP, if there is not an existing AMI cut-out in the lid. The AMI Manufacturer or Distributor is required to clearly indicate which components are included in its response, including details of proposed subcontractor/partnerships. The AMI Proposer shall be solely responsible for the performance of any of their subcontractors/partners, including warranty. The city reserves the right to assess and accept individual components from a proposal that includes multiple components. The city reserves the right to accept none of the proposed components or to adjust the quantities and schedules associated with selecting and implementing any component of this RFP. The city of Denton expects to meet the following key objectives by deploying an AMI system: • Complete AMI system coverage for all water meters and endpoints located in its service territory as indicated in Exhibit 4. The entire Service Area in Exhibit 4 should allow for coverage even if an endpoint is not currently located in those areas. • The city requires AMI endpoints to be installed on all its water meters in its service area. The system must securely and reliably collect and process hourly interval and daily register consumption data from all water endpoints within scope of this project. • The city intends to replace all its water meters during this installation with Solid State metering. • While the core AMI technology requirements include meter–to-cash initiatives, the city also may leverage the “smart” water distribution applications and other customer engagement initiatives in the future. The AMI System should be designed with these, and other future uses in mind. The city is specifically interested to learn about how your network is designed to leverage the following areas: • Non-Revenue Water applications • Pressure monitoring applications • Sanitary Sewer Overflow applications • The AMI system must be comprehensive, economically viable, resilient, secure, and be deployed safely. • The AMI Manufacturer or Distributor will provide a site survey of all meters prior to the beginning of deployment to note general conditions of meter box, lids, etc. This is to assist the city to determine the level of effort prior to replacing those meters beyond what is scoped in Appendix D2. The site survey shall include a report that describes the general conditions of each meter box, lids, (Including size and material), and inventory of all the components within the meter box, including any work that would be needed to successfully deploy the AMI system proposed in the response. A final inventory of product mix of endpoint, meters, boxes, and lids will also be determined after this survey. Dual point endpoints, if proposed would also be determined after this survey. After the site survey of all Meter/AMI installation locations, the city may add other metering service point work performed on an as needed basis. The purpose is to avoid change orders during the installation phases. The city is focused on the selection of AMI Manufacturers and/or Distributors who are credible, reliable, and possess the necessary expertise, experience, and manufacturing capability and capacity to successfully complete this important and transformational initiative. 2.3 Project Scope and Expectations The city plans to deploy a single AMI system to achieve 100% coverage of its water service area, shown in Exhibit 4. “100% coverage” is expected to mean that all water endpoints can reliably communicate and execute all of the AMI functionalities via the AMI system without manual intervention. Currently the city reads its water meters monthly, manually (using cycles and routes). If, upon analysis of the city’s water service area, the AMI Manufacturer or Distributor determines that 100% coverage is not economical, the AMI Manufacturer or Distributor shall indicate in Appendix D-2 Tab 5 AMI Assumptions & Exceptions what percentage of coverage is economical and identify the endpoints to be excluded. The AMI Proposer shall base its pricing on the percentage coverage it is recommending. The AMI Proposer is expected to provide design, engineering, installation, and maintenance services for the Headend, Field Area Network, Endpoints, water meters, and associated equipment, and for all troubleshooting and remediation of all non-communicating water meter/endpoint issues through Cycle/Route Acceptance. Cycle/Route Acceptance will be defined as 98.5% of all data from water endpoints communicating through the network over a 72-hour period (a punch list of 2% will be allowed, however final System Acceptance will not be granted until those remaining 2% are communicating). The Network and Meter maintenance is a required element to bid but is being considered as optional and not included in the financial analysis. The following outlines the various AMI components and features that the AMI Manufacturer or Distributor responding to this RFP must address: 2.3.1 Water Meters The city currently utilizes mechanical positive displacement water meters with digital encoders and intends to convert to solid-state meters for all meters on this project. The city will get pricing in Appendix D2 for remote connect/disconnect devices and will deploy a limited amount depending on budget. The financial analysis will not include a specific number of remote connect/disconnect devices. For purposes of this solicitation, the AMI Manufacturer or Distributor shall consider that 100% of the water meters will be replaced, but the city reserves the right to not replace some of the commercial meters at its own discretion. It will determine this during the early stages of the project and after the site survey results. The city has some existing new meters that they may use instead of purchasing the new ones. 2.3.2 AMI Water Endpoints AMI water endpoints included in the project shall be advanced, battery powered digital devices that are enclosed in sealed, watertight and condensation proof enclosures capable of being submerged for recording of hourly interval data, be capable of tamper detection, and support real- time bi-directional communications between the endpoint and the Headend through a cellular or field area fixed network. All endpoints must comply with applicable Federal Communication Commission (FCC) licensing and communication standards as described within this RFP. The AMI Manufacturer or Distributor must ensure the city possesses all licenses required to own and operate the AMI System for the life of the system. The city expects to install the AMI water endpoints on 100% of its water meters. 2.3.3 Field Area Network (FAN) or Cellular Infrastructure The city is seeking to obtain either a Cellular Endpoint, AMI Field Area Network (FAN), or some bidder determined combination of these two solutions. The FAN network is required to be bid as both a turnkey Network-as-a-Service (NaaS) and as a city-maintained solution. The city reserves the right to select either for the financial analysis depending on best fit by each individual bidder. Under the NaaS concept, the city will pay the AMI Manufacturer or Distributor to provide the network (private proprietary, public network, or cellular) and the AMI Manufacturer or Distributor shall be responsible for all costs, including but not limited to site acquisition, permitting, leasing, deploying, testing, installing, operating (including backhaul) and maintaining the network to the agreed upon Service Level Agreements (SLA) and Key Performance Indicators (KPI) to be contracted. If a pole is raised at a site to support a device, the pole height must be limited to 50 feet. The NaaS offering will also include 1 test FAN Radio Frequency (RF) device to be connected to the Test Headend. The AMI Manufacturer or Distributor is to provide a copy of their standard AMI Network NaaS agreement to the city as part of their response. 2.3.4 Head End System (HES) The city desires the Headend to be provided as a turnkey System-as-a-Service (SaaS) for deployment and integration, as well as ongoing operations and support. Under the SaaS concept the city will pay the AMI Manufacturer or Distributor to provide hardware hosting in the cloud for: • Production Headend • Test Environment • Development Environment • Software release management • Software patching • Testing • Disaster back-up and recovery • Standard and/or custom reports to meet the agreed upon Service Level Agreements (SLA) and Key Performance Indicator (KPI) to be contracted. The AMI Manufacturer or Distributor is to provide a copy of their standard Headend SaaS Agreement to the city as part of their response. 2.3.5 Maintenance as a Service (MaaS) The city requires an option for maintenance services for the entire length of product life of 20 years to be bid as part of the project. The last 5 years shall be renewed on an annual basis. The vendor shall provide the following services: Monitor, Maintain, Field Investigate/Troubleshoot, Replacement and Warranty management of each component of the system: meter, endpoint, remote connect/disconnect valve, and any related components. The city requires the system to be maintained at the 98.5% of all hourly data for the entire product lifecycle. MaaS will not be evaluated for the financial analysis. 2.3.6 Meter Data Management System (MDMS) The city has an existing Itron MDMS system that the selected vendor is required to create the necessary integrations into this system. The city is seeking to understand the bidder’s interface compatibility with the Itron MDMS solution. 2.3.7 Customer Portal The city utilizes SilverBlaze customer portal, the interface will be driven through the Itron MDMS solution. 2.3.8 Billing System The city currently utilizes NorthStar Utilities Solutions for billing functions and NorthStar mCare for water meter work order management, and asset tracking. AMI Manufacturers to this RFP who propose an AMI System will be required to provide compatibility with this customer care and billing system in order to enable monthly and off-cycle billing requirements. Should system change, the city expects the AMI vendor to create the necessary interfaces, as needed. The city does require an interface with their work order management system. 2.3.9 Contract and Statement of Work The AMI Manufacturer or Distributor shall be the prime contractor and guarantor for all subcontracts/partnerships (such as network or Endpoint installers) and shall provide their proposed initial draft of contract terms and statement-of-work for the city to consider as part of their response. The AMI Manufacturer or Distributor shall reflect all Key Performance Indicators (KPI) and Service Level Agreements (SLA) regarding the AMI system supply and performance. All contract documents submitted by the AMI Proposer as part of their response to this solicitation shall be reviewed by the city and may be incorporated into any final agreement as representing the AMI Proposer’s stated specifications and capabilities regarding the AMI products and services being offered. All sub-vendors by the bidder must be part of the prime contractor final agreement with the city of Denton. 2.4 Project and Bid Schedule The AMI Proposer and its subcontractors shall adhere to the following timeline when responding to this RFP. The activities timeline is subject to change during contract negotiations. The city is planning a 24-month project timeline. Deployment will be required to start after December 2024 and shall last no more than 3 years. The city foresees a staged deployment that provides the city the opportunity to integrate the new AMI system and assess its performance and stability. This install period shall compose of 2 phases with 2 parts to each phase. Phase 1 is estimated at 4-6 months. Phase 1a: Proof of Concept (POC) of up to 50 meters (may include a 1 week break of installation at end of Phase for Acceptance Testing), Phase 1b: System Acceptance Testing of between 500-1000 meters (may include a 2 week break of installation at end of Phase for Acceptance Testing and procedural updates), and Phase 2a: Mass Deployment. Phase 2b is the system sign off to complete the project and full acceptance. The city will work with the successful AMI Manufacturer or Distributor to define the best strategy to deploy this early deployment network and meters/endpoints to validate coverage, processes, performance, and functionality representing no more than 10% of the meter population. Including the completion of the early deployment acceptance testing, the city is targeting a total deployment period to be 24-months. The city and selected vendor will mutually adjust this schedule during the early stages, as needed. The city envisions the mass deployment work to be released in a methodical manner following a cycle/route methodology with each cycle having a varying number of routes of varying meter quantities. The city currently anticipates moving sequentially through each cycle and route before moving to the next. During Mass Deployment, the city will release routes in a primary cycle, however it envisions dispatching failed work and/or work in other cycle/routes as needed and simultaneously along with the mass deployment. It is therefore necessary that at the commencement of mass deployment, the new AMI field area network be completely deployed and operational to cover 100% of the meter population. Based on the high-level information regarding scope and schedule, the AMI Manufacturer/Endpoint Installer shall provide with their response a project plan identifying key milestones and deliverables that meets the criteria outlined. 2.4.1 List of RFP and Appendices and Exhibits Appendix / Exhibit Title Location AMI Technology Specifications and Scope of Work Solicitation Main Document - RFP Appendix A Minimum Qualifications* Attachment Appendix B Supplier Information* Attachment Appendix C AMI Requirements* Attachment Appendix D-1 AMI Price Schedule Guide Attachment Appendix D-2 AMI Price Schedule* Attachment Exhibit 1 DEN Meter Database* Attachment Exhibit 2 DEN Facilities Addresses* Attachment Exhibit 3 DEN Facility Map Attachment Exhibit 4 DEN Service Area Map Attachment Exhibit 5 DEN Specifications Attachment Exhibit 6 DEN Glossary Attachment *Note: These files are in MS Excel format 2.4.2 Denton Count of Water Meters – June 5, 2024 * *Estimated total. 3.0 Contents of the Proposal The city deems certain documentation and information important in the determination of responsiveness and for the purpose of evaluating proposals. Proposals should seek to avoid information in excess of that requested, must be concise, and must specifically address the issues of this RFP. The city prefers that the proposals be no more than 100 pages in one complete pdf document. Information included on the Appendix Excel forms are not to be in the .pdf unless additional space is needed, and the file is indicated in the Appendix. The proposals should be organized, divided, and indexed into the sections indicated herein. These are not inclusive of all the information that may be necessary to properly evaluate the proposal and meet the requirements of the scope of work and/or specifications. Additional documents and information should be provided as deemed appropriate by the respondent in proposal to specific requirements stated herein or through the RFP. All excel calculations must be enabled. 3.1 Title Page Show the RFP subject, the name of your firm, address, telephone number, name of contact person and date. 3.2 Table of Contents The table of contents should outline, in sequential order, the major areas of the submittal, including enclosures. All pages should be consecutively numbered and correspond to the Table of Contents. 3.3 Executive Summary Each Offeror must submit an executive summary that identifies the business entity, its background, main office(s), and office location that will service this contract. Identify the officers, principals, supervisory staff, and key individuals who will be directly involved with the work and their office locations. The executive summary should also summarize the key elements of the proposal. 3.4 Experience and Qualifications Indicate the firm’s number of years of experience in providing the professional services as it relates the work contemplated. Provide details of past projects for agencies of similar size and scope, including information on your firm’s ability to meet time and budget requirements. Indicate the firm’s initiatives towards its own sustainable business practices that demonstrate a commitment to conservation. Indicate business structure, IE: Corp., Partnership, LLC. Firm should be registered as a legal entity in the State of Texas; Minority or Woman owned Business (if applicable); Company address, phone number, fax number, E-Mail address, web site, contact person(s), etc. Relative size of the firm, including management, technical and support staff; licenses and any other pertinent information shall be submitted. 3.5 Approach to Scope of Work Provide (within 2 pages) your understanding of the city's needs, goals and objectives as they relate to the project, and your overall approach to accomplishing the project. Give an overview on your proposed vision, ideas, and methodology. Describe your proposed approach to the project. Discuss your capabilities to address all requirements as indicated in Section III – Technical Specifications / Scope of Services. The Proposer shall also propose a scheduling methodology (timeline) for effectively managing and executing the work in the optimum time. The delivery time shall be stated in calendar days from the date of city notice to proceed with delivery. Such timeline information and proposed dates shall include, but not necessarily be limited to: delivery, installation, acceptance testing, personnel, and other related completion dates, in accordance with the RFP specifications. Also provide information on your firm’s current workload and how this project will fit into your workload. Describe available facilities, technological capabilities, and other available resources you offer for the project. 3.6 Response to Appendices a. Appendix A – Minimum Qualifications b. Appendix B – Supplier Information c. Appendix C – AMI Requirements d. Appendix D2 – Price Schedule 3.7 Ancillary Agreements The Proposer is to attach to the Proposal any of its Ancillary Agreements that may be incorporated into the city’s resultant Agreement such as: • Standard AMI Network-as-a-Service (NaaS) Agreement • Head End System-as-a-Service (SaaS) Agreement • Maintenance as a Service (MaaS) Agreement • Support Agreement(s) 3.8 Weighted Criteria AMI Requirements (Appendix C) 55% Commercial Evaluation (Appendix B) 15% Total Project Cost (Appendix D2) 30% TOTAL PERCENT AVAILABLE: 100% END OF SECTION