HomeMy WebLinkAbout2017-05-23; City Council; ; Adopt Resolutions authorizing execution of a Master Agreement with Brown and Caldwell for professional engineering services for work related to the SCADA Master Plan for sewer, water and recycled water systems, Project No. 5542~ JOINT CITY COUNCIL AND
~ Si~ftR~N;~~WATER DISTRICT
Meeting Date: May 23, 2017
To: Mayor/President and City Council/Board
From: Kevin Crawford, City Manage~
Staff Contact: Lindsey Stephenson, Associate Engineer
Lindsey.Stephenson@carlsbadca.gov or 760-603-7356
CA Review ~
Subject: Adopt Resolutions authorizing execution of a Master Agreement with
Brown and Caldwell for professional engineering services for work related
to the SCADA Master Plan for sewer, water and recycled water systems,
Project No. 5542.
Recommended Action
Adopt Resolutions authorizing execution of a Master Agreement with Brown and Caldwell for
professional engineering services for work related to the SCADA Master Plan for sewer, water
and recycled water systems, Project No. 5542.
Executive Summary
The City of Carlsbad (City) and Carlsbad Municipal Water District (CMWD) are embarking on a
master planning effort to evaluate and upgrade the Supervisory Control and Data Acquisition
(SCADA) elements to monitor and control the sewer, water and recycled water systems. This
master plan will provide the City and CMWD with an implementation plan for SCADA system
upgrades to better monitor and control the critical infrastructure.
Discussion
SCADA is a control system that uses computers, communication systems, and graphical user
interfaces to provide operators supervisory management of the system, including remote sites.
Operational needs and system deficiencies will be identified in the SCADA Master Plan, and
current technology options will be evaluated for their ability to address the problems identified.
The SCADA Master Plan will consider both existing and planned City and CMWD facilities and will
provide opportunities for improving quality, performance and efficiencies. An enterprise
connectivity assessment will provide the roadmap for integrating the proposed SCADA system
with other enterprise business units that would benefit from data compiled by SCADA, such as
the computerized maintenance management system (CMMS), asset management software and
desktop dashboards. The SCADA Master Plan will also evaluate potential resource sharing
opportunities with the City's Smart City initiatives being considered by the City's Information
Technology Department. A key component of the SCADA Master Plan will be a competitive
selection process to standardize key hardware and software manufacturers and secure
associated long-term purchase and service agreements. Lastly, the consultant will support the
City and CMWD as an owner's representative through implementation of the master plan.
Page 199
A core team of city and CMWD end users will work closely with the consultant on the effort. The
core team and consultant will provide updates to a Steering Committee that will be composed of
key stakeholders and will provide guidance through the process.
On Nov. 17, 2016, staff issued a Request for Qualifications to eight qualified engineering firms
with experience in SCADA master planning. Four proposals were received by staff on Dec. 15,
2016, and an initial evaluation of the proposals was conducted by City and CMWD staff. Based
on the initial evaluation ratings, three firms were interviewed by the selection committee during
the week of Jan. 9, 2017. The committee selected Brown and Caldwell as the most qualified for
this project based on evaluation criteria published in the Request for Proposals, which included
firm experience, project approach, and proposal content/presentation. The selection committee,
in accordance with the procedures listed in Carlsbad Municipal Code section 3.28.060,
recommends that the City Council/Board of Directors authorize the execution of the Master
Agreement with Brown and Caldwell.
Staff recommends that the city and CMWD execute a Master Agreement related to the SCADA
Master Plan for sewer, water and recycled water systems, Project No. 5542. The Master
Agreement will be valid for three years from the date of execution and may be extended for three
additional one year periods to cover the anticipated duration of the program1s implementation.
As project-specific work tasks are identified, individual Project Task Descriptions and Fee
Allotments (PTD&FA) will be negotiated with the Master Agreement consultant. Each PTD&FA
will include an exhibit that defines a detailed scope of services, timeline, and an associated fee.
Upon signature by the contractor and the city manager/executive manager (or designee), the
PTD&FA will be considered a part of the agreement, and the City/CMWD will encumber funds to
a purchase order. The PTD&FAs will not exceed $1,000,000 for the initial three-year life of the
agreement, and would have the option to add an additional $200,000 for each of the three
additional one year periods.
Fiscal Analysis
Estimated costs for the SCADA Master Plan for sewer, water and recycled water were included
in the fiscal year 2016-17 CIP Budget under Project No. 5542. The actual value for each of the
services provided utilizing the Master Agreement will be established by the individual PTD&FA
and will be limited by the availability of project funding appropriated through regular budgeting
processes.
Next Steps
Execute the Master Agreement and issue PTD&FA as needed.
Environmental Evaluation (CEQA)
The project is exempt from the California Environmental Quality Act (CEQA) per State CEQA
Guidelines Section 15262 -Feasibility and Planning Studies.
Public Notification
This item was noticed in accordance with the Ralph M. Brown Act and was available for public
viewing and review at least 72 hours prior to the scheduled meeting date.
Page 200
Exhibits
1. City Council Resolution authorizing execution of a Master Agreement with Brown and
Caldwell for professional engineering services for work related to the SCADA Master Plan for
sewer, water and recycled water systems, Project No. 5542.
2. Carlsbad Municipal Water District Board of Directors Resolution authorizing execution of a
Master Agreement with Brown and Caldwell for professional engineering services for work
related to the SCADA Master Plan for sewer, water and recycled water systems, Project No.
5542.
Page 201
RESOLUTION NO. 2017-093
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, AUTHORIZING EXECUTION OF A MASTER AGREEMENT WITH
BROWN AND CALDWELL FOR PROFESSIONAL ENGINEERING SERVICES FOR
WORK RELATED TO THE SCADA MASTER PLAN FOR SEWER, WATER AND
RECYCLED WATER SYSTEMS, PROJECT NO. 5542.
EXHIBIT 1
WHEREAS, the City Council of the City of Carlsbad, California has determined it necessary,
desirable and in the public interest to create a SCADA Master Plan for sewer, water and recycled water
systems; and
WHEREAS, to obtain professional engineering services for the SCADA Master Plan for sewer,
water and recycled water systems, staff issued a Request for Qualifications to eight qualified
engineering firms consistent with Carlsbad Municipal Code section 3.28.060; and
WHEREAS, staff received and reviewed statements of qualifications from four firms; and
WHEREAS, staff recommends Brown and Caldwell as the most qualified consultant for the
project; and
WHEREAS, staff recommends City Council enter into a Master Agreement with Brown and
Caldwell for professional engineering services, where the project task descriptions and fee allotments
will not exceed $1,000,000 for the initial three-year life of the agreement, and would have the option
to add an additional $200,000 for each of the three additional one year periods.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as
follows:
1. That the above recitations are true and correct.
2. That the mayor is hereby authorized and directed to execute the Master Agreement
with Brown and Caldwell attached hereto as Attachment A, to provide professional engineering
services for the SCADA Master Plan for sewer, water and recycled water systems, Project No. 5542.
3. That the mayor is hereby authorized to delegate the responsibility to the city manager
(or a designee) to sign, for and on behalf of City of Carlsbad, future project task descriptions and fee
allotments issued under this Master Agreement.
EXHIBIT 1
PASSED, APPROVED AND ADOPTED at a Joint Special Meeting of the Carlsbad Municipal Water
District and the City Council of the City of Carlsbad on the 23rd day of May, 2017, by the following vote,
to wit:
AYES:
NOES:
ABSENT:
M. Hall, K. Blackburn, M. Schumacher, C. Schumacher, M. Packard.
None.
None.
MATI HALL, Mayor
ll\QJ}AC~~6
BARBARA ENGLESON, City Clerk~
(SEAL)
UTIL 1569
a specific Task Description may be granted if requested by Contractor and agreed to in writing by
the Executive Manager (or designee) or General Manager of CMWD as authorized by the
Executive Manager ("General Manager"). The Executive Manager (or designee) or General
Manager will give allowance for documented and substantiated unforeseeable and unavoidable
delays not caused by a lack of foresight on the part of Contractor, or delays caused by CMWD
inaction or other agencies' lack of timely action. In no event shall a specific Task Description
exceed the term of this Agreement.
5. COMPENSATION
The cumulative total for all projects allowed pursuant to this Agreement in the initial three year
term will not exceed one million dollars ($1,000,000). If the City elects to extend the Agreement,
the amount shall not exceed two hundred thousand dollars ($200,000) per Agreement year. Fees
will be paid on a project-by-project basis and will be based on Contractor's Schedule of Rates
specified in Exhibit "A". Prior to initiation of any project work by Contractor, CMWD shall prepare
a Project Task Description and Fee Allotment (the "Task Description") which, upon signature by
Contractor and for CMWD, the Executive Manager (or designee) or General Manager, will be
considered a part of this Agreement. The Task Description will include a detailed scope of services
for the particular project being considered and a statement of Contractor's fee to complete the
project in accordance with the specified scope of services. The Task Description will also include
a description of the method of payment and will be based upon an hourly rate, percentage of
project complete, completion of specific project tasks or a combination thereof.
6. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent contractor and
in pursuit of Contractor's independent calling, and not as an employee of CMWD. Contractor will
be under control of CMWD only as to the result to be accomplished, but will consult with CMWD
as necessary. The persons used by Contractor to provide services under this Agreement will not
be considered employees of CMWD for any purposes.
The payment made to Contractor pursuant to the Agreement will be the full and complete
compensation to which Contractor is entitled. CMWD will not make any federal or state tax
withholdings on behalf of Contractor or its agents, employees or subcontractors. CMWD will not
be required to pay any workers' compensation insurance or unemployment contributions on
behalf of Contractor or its employees or subcontractors. Contractor agrees to indemnify CMWD
and the City of Carlsbad within thirty (30) days for any tax, retirement contribution, social security,
overtime payment, unemployment payment or workers' compensation payment which CMWD
may be required to make on behalf of Contractor or any agent, employee, or subcontractor of
Contractor for work done under this Agreement. At CMWD's election, CMWD may deduct the
indemnification amount from any balance owing to Contractor.
7. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval of
CMWD. If Contractor su.bcontracts any of the Services, Contractor will be fully responsible to
CMWD for the acts and omissions of Contractor's subcontractor and of the persons either directly
or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons
directly employed by Contractor. Nothing contained in this Agreement will create any contractual
relationship between any subcontractor of Contractor and CMWD. Contractor will be responsible
for payment of subcontractors. Contractor will bind every subcontractor and every subcontractor
of a subcontractor by the terms of this Agreement applicable to Contractor's work unless
specifically noted to the contrary in the subcontract and approved in writing by CMWD.
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8. OTHER CONTRACTORS
CMWD reserves the right to employ other Contractors in connection with the Services.
9. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless CMWD and the City of Carlsbad and its
officers, officials, employees and volunteers from and against all claims, damages, losses and
expenses including attorney's fees arising out of the performance of the work described herein to
the extent caused by any willful misconduct or negligent act or omission of the Contractor, any
subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts
any of them may be liable.
The parties expressly agree that any payment, attorney's fee, costs or expense CMWD or the
City of Carlsbad incurs or makes to or on behalf of an injured employee under CMWD's self-
administered workers' compensation is included as a loss, expense or cost for the purposes of
this section, and that this section will survive the expiration or early termination of this Agreement.
10. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all
amendments, insurance against claims for injuries to persons or damage to property which may
arise out of or in connection with performance of the services by Contractor or Contractor's
agents, representatives, employees or subcontractors. The insurance will be obtained from an
insurance carrier admitted and authorized to do business in the State of California. The insurance
carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus
line insurer on the State of California's List of Approved Surplus Line Insurers (LASLI) with a rating
in the latest Best's Key Rating Guide of at least "A:X"; OR an alien non-admitted insurer listed by
the National Association of Insurance Commissioners (NAIC) latest quarterly listings report.
10.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits
indicated below, unless the Risk Manager or Executive Manager for CMWD approves a lower
amount. These minimum amounts of coverage will not constitute any limitations or cap on
Contractor's indemnification obligations under this Agreement. CMWD, its officers, agents and
employees make no representation that the limits of the insurance specified to be carried by
Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes
that any required insurance coverage is inadequate, Contractor will obtain such additional
insurance coverage, as Contractor deems adequate, at Contractor's sole expense. The full limits
available to the named insured shall also be available and applicable to CMWD as an additional
insured.
10.1.1 Commercial General Liability Insurance. $2,000,000 combined single-limit
per occurrence for bodily injury, personal injury and property damage. If the submitted policies
contain aggregate limits, general aggregate limits will apply separately to the work under this
Agreement or the general aggregate will be twice the required per occurrence limit.
10.1.2 Automobile Liability (if the use of an automobile is involved for Contractor's
work for CMWD). $1,000,000 combined single-limit per accident for bodily injury and property
damage.
10.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation
limits as required by the California Labor Code. Workers' Compensation will not be required if
Contractor has no employees and provides, to CMWD's satisfaction, a declaration stating this.
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10.1.4 Professional Liability. Errors and om1ss1ons liability appropriate to
Contractor's profession with limits of not less than $1,000,000 per claim. Coverage must be
maintained for a period of five years following the date of completion of the work.
10.2. Additional Provisions. Contractor will ensure that the policies of insurance required under
this Agreement contain, or are endorsed to contain, the following provisions:
10.2.1 CMWD will be named as an additional insured on General Liability which
shall provide primary coverage to the City.
10.2.2 Contractor will obtain occurrence coverage, excluding Professional
Liability, which will be written as claims-made coverage.
10.2.3 This insurance will be in force during the life of the Agreement and any
extensions of it and will not be canceled without thirty (30) days prior written notice to CMWD sent
by certified mail pursuant to the Notice provisions of this Agreement.
10.3 Providing Certificates of Insurance and Endorsements. Prior to CMWD's execution of
this Agreement, Contractor will furnish certificates of insurance and endorsements to CMWD.
10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance
coverages, then CMWD will have the option to declare Contractor in breach, or may purchase
replacement insurance or pay the premiums that are due on existing policies in order to maintain
the required coverages. Contractor is responsible for any payments made by CMWD to obtain or
maintain insurance and CMWD may collect these payments from Contractor or deduct the amount
paid from any sums due Contractor under this Agreement.
10.5 Submission of Insurance Policies. CMWD reserves the right to require, at any time,
complete and certified copies of any or all required insurance policies and endorsements.
11. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of the
Agreement, as may be amended from time-to-time.
12. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred under this
Agreement. All records will be clearly identifiable. Contractor will allow a representative of CMWD
during normal business hours to examine, audit, and make transcripts or copies of records and
any other documents created pursuant to this Agreement. Contractor will allow inspection of all
work, data, documents, proceedings, and activities related to the Agreement for a period of three
(3) years from the date of final payment under this Agreement.
13. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors pursuant
to this Agreement is the property of CMWD. In the event this Agreement is terminated, all work
product produced by Contractor or its agents, employees and subcontractors pursuant to this
Agreement will be delivered at once to CMWD. Contractor will have the right to make one (1) copy
of the work product for Contractor's records. 1
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14. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in CMWD and
Contractor relinquishes all claims to the copyrights in favor of CMWD.
15. NOTICES
The name of the persons who are authorized to give written notice or to receive written notice on
behalf of CMWD and on behalf of Contractor under this Agreement.
For CMWD:
Name _L_i_n_ds_e~y~S_te~p_h_e_n_so_n ____ _
Title Associate Engineer
Dept. Utilities Department
Carlsbad Municipal Water District .
Address 5950 El Camino Real
Carlsbad, CA 92008
Phone 760-603-7356
For Contractor:
Name
Title
Address
Phone
Email
Majid Karim
Senior Manager
9665 Chesapeake Drive, Ste 201
San Diego, CA 92123
858-514-8822
mekarim@brwncald.com
Each party will notify the other immediately of any changes of address that would require any
notice or delivery to be directed to another address.
16. CONFLICT OF INTEREST
Contractor shall file a Conflict of Interest Statement with the Clerk for the City of Carlsbad in
accordance with the requirements of the City of Carlsbad Conflict of Interest Code. The
Contractor shall report investments or interests in all four categories.
17. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and regulations
which in any manner affect those employed by Contractor, or in any way affect the performance
of the Services by Contractor. Contractor will at all times observe and comply with these laws,
ordinances, and regulations and will be responsible for the compliance of Contractor's services
with all applicable laws, ordinances and regulations.
Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986
and will comply with those requirements, including, but not limited to, verifying the eligibility for
employment of all agents, employees, subcontractors and consultants whose services are
required by this Agreement.
18. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting
discrimination a,nd harassment.
19. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following procedure will
be used to resolve any questions of fact or interpretation not otherwise settled by agreement
between the parties. Representatives of Contractor or CMWD will reduce such questions, and
their respective views, to writing. A copy of such documented dispute will be forwarded to both
parties involved along with recommended methods of resolution, which would be of benefit to
both parties. The representative receiving the letter will reply to the letter along with a
5 General Counsel Approved Version 9/1/15 Page 208
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recommended method of resolution within ten (10) business days. If the resolution thus obtained
is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the
Executive Manager. The Executive Manager will consider the facts and solutions recommended
by each party and may then opt to direct a solution to the problem. In such cases, the action of
the Executive Manager will be binding upon the parties involved, although nothing in this
procedure will prohibit the parties from seeking remedies available to them at law.
20. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services, CMWD may
terminate this Agreement for nonperformance by notifying Contractor by certified mail of the
termination. If CMWD decides to abandon or indefinitely postpone the work or services
contemplated by this Agreement, CMWD may terminate this Agreement upon written notice to
Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any
documents owned by CMWD and all work in progress to CMWD address contained in this
Agreement. CMWD will make a determination of fact based upon the work product delivered to
CMWD and of the percentage of work that Contractor has performed which is usable and of worth
to CMWD in having the Agreement completed. Based upon that finding CMWD will determine the
final payment of the Agreement.
Either party upon tendering thirty (30) days written notice to the other party may terminate this
Agreement. In this event and upon request of CMWD, Contractor will assemble the work product
and put it in order for proper filing and closing and deliver it to CMWD. Contractor will be paid for
work performed to the termination date; however, the total will not exceed the lump sum fee
payable under this Agreement. CMWD will make the final determination as to the portions of tasks
completed and the compensation to be made.
21. COVENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or person, other
than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that
Contractor has not paid or agreed to pay any company or person, other than a bona fide
employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration
contingent upon, or resulting from, the award or making of this Agreement. For breach or violation
of this warranty, CMWD will have the right to annul this Agreement without liability, or, in its
discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full
amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee.
22. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any agreement claim submitted to CMWD must
be asserted as part of the agreement process as set forth in this Agreement and not in anticipation
of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is
submitted to CMWD, it may be considered fraud and Contractor may be subject to criminal
prosecution. Contractor acknowledges that California Government Code sections 12650 et seq.,
the False Claims Act applies to this Agreement and, provides for civil penalties where a person
knowingly submits a false claim to a public entity. These provisions include false claims made
with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of
information. If CMWD seeks to recover penalties pursuant to the False Claims Act, it is entitled to
recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a
false claim may subject Contractor to an administrative debarment proceeding as the result of
which Contractor may be prevented to act as a Contractor on any public work or improvement for
a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is
grounds for City to terminate this Agreement.
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23. JURISDICTION AND VENUE
Any action at law or in equity brought by either of the parties for the purpose of enforcing a right
or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the
County of San Diego, State of California, and the parties waive all provisions of law providing for
a change of venue in these proceedings to any other county.
24. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon CMWD and
Contractor and their respective successors. Neither this Agreement nor any part of it nor any
monies due or to become due under it may be assigned by Contractor without the prior consent
of CMWD, which shall not be unreasonably withheld.
25. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated by it, along
with the purchase order for this Agreement and its provisions, embody the entire Agreement and
understanding between the parties relating to the subject matter of it. In case of conflict, the terms
of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions
may be amended, modified, waived or discharged except in a writing signed by both parties.
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City of Carlsbad/CMWD SCADA Master Plan for Sewer, Water, and Recycled Water Systems Scope of Work
Phase 100: Project Management
For each task order assigned under the MSA, manage the coordination and oversight of the BC team and administration of
the contract, including contracts, project resources, quality, budgets, deliverables and schedule, and coordinated
communications between BC staff and City/CMWD project manager and designated staff. BC will provide meeting minutes
for all meetings and maintain a log of action items.
Task 100: Project Management, Schedule, Status Update Meetings, and Reporting
For each task order assigned under the MSA, BC will perform project management, project tracking, and provide monthly
invoicing utilizing a computer based project management system. This includes all major activities of the scope of services.
Monthly Progress Reports will be provided with monthly invoices to summarized work completed and being billed for each
invoice.
Task 110: Kickoff and Vision Development Meeting
BC will facilitate a project kick-off meeting at the City/CMWD office to walk the team through each of the phases and tasks
of the project and the project schedule. Within this meeting, BC will facilitate a discussion with the City/CMWD project
stakeholders to develop an overall vision for the project and final SCADA system. This vision will serve to provide an overall
foundation for project guidance and success of the final system.
Task 120: Steering Committee Meetings
BC understands that there are key City/CMWD management and stakeholders for the SCADA system that may not be
directly involved in the day to day coordination and progression of the project. As such, BC will facilitate dedicated meetings
to present the projects status, findings, and overall direction moving forward. This is intended to be a collaborative
presentation with BC and the project team from the City/CMWD and will be held at key milestones in the project. This allows
stakeholders to provide guidance and help the team correct course if required.
Task 130: Quality Assurance and Quality Control (QA/QC)
BC will provide internal technical QA/QC on all reports, technical memoranda, and client-submitted documentation. The BC
QA/QC lead will also provide overall insight and guidance on the development of key project deliverables and Project
workshops. In a more hands-on approach, the QA/QC lead will review deliverables and participate in workshops to engage
the team in the actual work being done.
Phase 200: Existing System Overview
To better understand the existing system and its current state, BC will evaluate the existing system to determine whether it
is curre.ntly meeting the needs of the process and its users as well as identify each core platforms lifecycle state and
current areas of risk.
Task 200: Site Assessments and Existing Documentation Review
BC will review the documentation and information provided from the request made during the kickoff meeting as well as the
past "75% SCADA Wastewater Masterplan" document to gather an understanding of the systems details that are currently
documented. BC will facilitate a workshop at the City office to present the findings of this review and work with the team to
develop an overall list of sites to be field surveyed. Since many of the sites have been field surveyed in the past and
information collected and documented, BC estimates that only ten (10) sites will need to be surveyed over a two-day period.
Unnecessary rework will be avoided by leveraging existing documentation that is known to be good.
BC will field survey and document the existing SCADA system hardware for each of the sites selected during the workshop.
During the visit, BC will evaluate the existing hardware for condition and performance and overall platform lifecycle stage.
City/CMWD staff will assist in identifying hardware and providing feedback on performance as well as identifying the overall
process flow between each of the sites.
Task 210: Develop Existing SCADA Architecture Diagram
To provide an overall picture of the existing SCADA system, BC will develop an 11-inch by 17-inch block diagram of the
existing SCADA architecture based on information obtained during the site visits, and review of background information. The
diagram will include locations, field controllers, human-machine interaction (HMI) computers, network hardware, and
communications methods, e.g. radio telemetry, cellular modem, leased lines, etc.
I Brown AND Caldwell I SCOPE I Page 2 of 10
City of CarlGOadlCMWO SCA.DA Mas;er Plan Scope
Page 215
City of Carlsbad/CMWD SCADA Master Plan for Sewer, Water, and Recycled Water Systems Scope of Work
Task 220: Existing System Overview Technical Memorandum (TM-1)
BC will document the findings in a technical memorandum to identify the existing system components and architecture. A
draft copy will be submitted for review and comments.
In addition to documenting the existing system, BC will provide details on equipment useful life and the consequences of
failure to help establish the need for the SCADA master planning effort and any potential upgrades. BC will also document
also the need for moving to an enterprise system that will allow the City/CMWD to optimize operations and improve
efficiencies.
Phase 300: Operational Needs and Deficiencies Assessment
Based on the documented current state and information gathered during the site visits, BC will facilitate the development of
the specific needs and future objectives of the City/CMWD's users within the system. In addressing the deficiencies, BC will
provide ways for the system to improve efficiencies.
Task 300: SCADA Current Use and Need Assessment -Potable and Recycled
BC will meet with individuals responsible for operating and maintaining the Potable and Recycled Water Systems to develop
an understanding on how each of the users interact, utilize, and maintain the current SCADA system. We will interview
management staff and other stakeholders who utilize these systems during these visits to document what information is
important to them and what future data or information they would find useful. BC will review CMWD's Advanced Metering
Infrastructure (AMI) to identify how to eventually incorporate them into SCADA for flow balance.
BC will document the information gathered in these interviews to present an overview of how the system is currently used
and supported and where the deficiencies are with the current system within a section of the Technical Memorandum.
Task 310: SCADA Current Use and Need Assessment -Sewer
BC will meet with individuals responsible for operating and maintaining the Sewer System to develop an understanding on
how each of the users interact, utilize, and maintain the current SCADA system. We will interview management staff and
other stakeholders who utilize these systems during these visits to document what information is important to them and
what future data or information they would find useful. BC wil.1 review the City's use of Smart Covers to identify how to
eventually incorporate them into SCADA.
BC will document the information gathered in these interviews to present an overview how the system is currently used and
supported and where the deficiencies are with the current system within a section of the Technical Memorandum.
Task 320: State of the Industry and Objectives Workshop
Through a facilitated workshop led by BC's project technical advisor, BC will bring real-world examples and lessons learned
from other utilities and industries as well as current market technologies available to demonstrate what is possible and
beneficial to others to allow the City/CMWD to select functionalities that are most appealing. We feel this process is
essential to developing a dialog between both the City/CMWD and BC to understand the City/CMWD's current needs and
issues and leverage our experience from other utilities and industries. During this workshop, overall core system objectives
will be developed to help document the specific requirements and functionality needed in the future system. As the
City/CMWD expands the usage of their SCADA system and system usage requirements become more prominent, defining
these requirements up-front will help to ensure that both the current short-term issues as well as long-term needs of the
future SCADA system are addressed.
BC will document the objectives and functionality desired for the future system in this workshop within a section of the
Technical Memorandum.
Task 330: Enterprise Users Assessment and Data Map Development
The core objective of this task is to develop an understanding of the enterprise level, or the level above day to day
operations, uses and requirements for data and information that is collected and presented within the SCADA system.
Efficiencies gained in the overall controls regarding water system management tie in directly with the City/CMWD's Climate
Action Plan initiative.
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BC will coordinate with Encina Wastewater Authority and City IT, to gather insight on information and data that potentially
can be shared to benefit both parties in the future. This will be an opportunity to develop an understanding of City !T's goals
for the "Smart City" vision and how the utility side of the City/CMWD benefits and is potentially impacted from this vision.
Resource sharing opportunities will be documented.
BC will facilitate a workshop with users of the SCADA system and data from the system to map out the user requirements
and needs of each of these stakeholders. Through this workshop, BC will gather information to develop a system wide data
map that provides a high-level overview of how data is shared and presented to different levels and users within the
organization above the core SCADA operational and process needs. This data map is important to provide a foundation for
how data will be col lected, stored, and presented to different users in the City/CMWD within the future SCADA system.
Task 340: Level of Automation Workshop
After developing an understanding of how the system is currently being used and how the City/CMWD users interact with
the system and processes on a day to day basis, BC will develop alternatives to the overall level of functionality and
automation for the future system to provide. BC wil l facilitate a workshop w,ith the City/CMWD to present alternative levels
of automation and the corresponding impact and outcome on their implementation and future use.
Task 350: SCADA Use and Needs Technical Memorandum (TM-2)
BC will document the findings of this phase in a technical memorandum. A draft copy will be submitted for review and
comments. BC wi ll facilitate a workshop at the City office to review the draft. Following the workshop, the comments
col lected from the workshop and prior to the workshop will be incorporated into the final TM for review and acceptance.
Phase 400: PLC and HMI Standardization
To standardize on specific manufacturers for the PLC and HMI that will be utilized throughout the implementation of the
future system, BC will help the City/CMWD establish evaluation criteria to satisfy the needs of the systems. BC will then help
the City/CMWD develop a Request for Bids (RFB) for a pubic evaluation process using those eva luation criteria. BC will
facilitate a selection process with the City/CMWD and the City/CMWD's procurement department to evaluate and select the
specific PLC and HMI upon which the future system will be standardized.
Task 400: PLC and HMI Evaluation Criteria
Based on the functionality and deficiencies identified in the previous phase, the evaluation criteria for functionality and
foundation to meet the specific needs of the City/CMWD's users will be established. Evaluation criteria that support the
City/CMWD's needs will be developed for each of the major SCADA levels: 1) field control (PLC); and 2) operator interface
(HMI, including historical data collection, enterprise data management and enterprise connectivity). The strengths and
weaknesses of each core technology type will be evaluated based on how well each technology meets the needs of the
City/CMWD. One of the evaluation criteria will include manufacturer stability and their history of serving the water and
wastewater industries. References for the participating manufacturers will be contacted for unbiased feedback and the HMI
manufacturers will be required to provide a software demonstration made for this project.
Task 410: Request for Bid Preparation
In order to remain open and competitive to meet the requirements of the City/CMWD regulations and procurement
requirements, BC will assist in the development of a Request for Bid (RFB) for the two main areas: PLC's and operator
interface software (HMI), including historical data collection, enterprise data management and enterprise level connectivity.
There will be one single RFB for the PLC and HMI. BC will describe that manufacturers can bid on one or both but that the
units wi ll be selected individually.
BC will coordinate with the City/CMWD's procurement department to develop the technical and scoring requirements of
each of the RFBs, including overall functional requirements and manufacturer response criteria. Manufacturers will be
required to also submit local references. BC will develop the bid form for the proposers to submit their unit prices to be
provided for a long-term contract with a pre-established escalation rate, as one of the evaluation criteria. BC wil l participate
in two coordination meetings with the procurement department.
The HM! evaluation will be set up in a two-step process. The first step wi ll provide an initial evaluation based on the
established evaluation criteria. The second step will be set up for the manufacturer to demonstrate system capabilities as
specified in the evaluation criteria. For the second step in the HMI evaluation, the RFB will require the top three bidders to
present a demonstration to the BC/City/CMWD team and to provide three local customers who would be willing to serve as
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The PLC evaluation will be single step, and the PLC bidders will only be evaluated on the criteria provided in the request for
bids.
Task 420: Support during RFB and Negotiations
During the RFB process, BC will provide coordination and support to the City/CMWD and the procurement department. This
support process includes manufacturer clarifications, questions, and requests for information. BC will also facilitate a pre-
proposal meeting for the RFB to provide overview of the RFB and assist the City/CMWD in addressing technical questions
and clarifications.
Following the receipt of the manufacturer proposals, BC will support City/CMWD with the technical review of each
manufacturer proposal to provide insight on each proposer's responses to each of the requirement's and questions.
Following the initial review period, BC will facilitate one, two-hour (2-hr) workshop, to review the manufacturer responses to
the RFB and provide technical insight and feedback.
For the selection of HMI, including historic'al data collection enterprise data management and enterprise connectivity, BC
will coordinate up to three manufacturer interviews and presentations to provide the team with a detailed review and
presentation of the proposed offerings. BC will develop demonstration requirements that each manufacturer will be
required to complete.
BC will attend a site visit to a local reference provided by the bidder for each of the 3 top HMI manufacturers.
After the scores have been submitted by the City/CMWD's panel members and a manufacturer selected for both the PLC
and HMI, BC will assist the City/CMWD in the negotiations process for the selection of each of the platforms. In this stage of
the project, the specific installation and implementation methods of the platforms/products is not defined and negotiations
will be based on core pricing and support for long term purchase agreements.
Task 430: PLC and HMI Standardization Technical Memorandum (TM-3)
BC will document the findings of this phase as well as the specific technology platforms/products selection in a technical
memorandum. A draft version will be submitted for review and comments.
Phase 500: Implementation Plan ·and SCADA Master Plan Preparation
Develop an overall plan to implement the recommended improvements identified in the needs and deficiencies. Separate
each of the improvements into logical projects and prioritize them based on technical, functional, and risk mitigation needs
of the system as well as alignment with the City/CMWD's Capital Improvement Plan (CIP).
Task 500: Implementation Plan Technical Memorandum (TM-4)
Following the selection of each of the specific technology platforms/products, BC will develop a recommended plan for
improvements on the system. The plan will be separated into three sections:
• Immediate Improvements: For improvements that are recommended to be completed immediately following this
project. These recommendations will include high-priority and foundational-level improvements to address areas of
risk within the current system and provide the foundational improvements needed for the core implementation
projects. This phase will also identify the needs for both internal and external support and the inclusion of specific
roles to support the new system and the training and/or competencies of the City/CMWD's staff required.
• Core -Within Five Years: A staged approach to implement the recommended improvements within five years
following this project. These recommendations will include a structure and hierarchy of critical to less critical
improvements that focus on providing core system functions and features and provide system stability and
improved operations. Within this period, it is intended that each of the core areas of the SCADA system be
implemented and ready for the future optimization phase.
• Future Vision: The future vision portion of the plan will include recommended future improvements to provide
system optimization and increase user performance. These recommendations include areas such as enterprise
connectivity improvements, increased levels of automation, and future system-wide consolidation measures.
• Climate Action Plan: provide a brief section/table describing qualitatively how the recommended improvements
align with the Utilities Division's CAP action to "improve water utilities (including water supply, wastewater, and
recycled water) conveyance, treatment and distribution, and other system improvements."
The overall planned stages will be separated based on criticality, technical requirements, and an agreed upon total yearly
capital improvement investment budget. Alternative delivery options will be evaluated.
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BC will document the implementation plan and selected construction methods for each project in a technical memorandum
(TM-4), that includes the engineer's opinion of probable cost, provided in the task below.
Task 510: Engineers Opinion of Probable Cost and Implementation Schedule
BC will develop an engineer's opinions of probable cost for each of the recommended projects for the "Immediate
Improvements" and "Within Five Years" planning stages. Opinions of probable cost will be provided for planning purposes
only and are not intended to provide actual cost of hardware, installation, or professional services.
A high-level project based schedule will be developed to show the relationships between key projects and implementation
stages as well as provide the City/CMWD with overall timing and staging understandings.
Two opinions of probable cost and schedules will be provided: one for Design-Bid-Build construction method with individual
projects, and one with Design-Build construction method for the "Immediate Improvements" stage and the "Core -Within
Five Years" stage. This will provide the City/CMWD with an understanding of the cost and schedule implications of both
construction methods to make an educated decision. The risk aspect of both approaches will be provided as well.
The schedules and opinions of probable cost will be presented within the implementation plan workshop and documented
within TM-4, presented above.
Task 520: Workforce Assessment
BC will work with City/CMWD staff to determine the best approaches to staff the new system. BC will provide details on the
different classification of staff required to work on different aspects of the SCADA system, including engineering to support
the CIP implementation, operations to support the operations and maintenance of the new system, and asset management
to support the tracking of the system
Task 530: SCADA Master Plan Proposed Table of Contents
BC will prepare a proposed Table of Contents (sections and sub-sections), consistent with the proposed technical memos,
and shall present the document at the Kick-off Meeting. The Table of Contents shall be considered a living document and
shall be included and updated with each plan chapter submitted.
Task 540: SCADA Master Plan Documentation
Following the final acceptance of the Implementation Plan Technical Memorandum (TM-4 ), BC will combine each of the
technical memorandums, TM's 1-4 in a single consolidated report document. BC will develop an executive summary to
provide a high-level overview of the projects process, findings, improvement projects, and budget
Task 550: Presentation to Upper Management/City Council/Board of Directors
BC will prepare presentation for the City/CMWD upper management or City Council/Board of Directors. BC will submit draft
presentation and review with City/CMWD 6 weeks prior to the meeting. BC will incorporate comments and provide final
presentation four weeks prior to presentation. Present with City/CMWD staff to City/CMWD upper management or City
Council/Board of Directors.
Phase 600: Additional Services through Implementation
BC will continue to support the City/CMWD staff through the implementation phase of the SCADA projects. Based on the
selected project delivery option, BC will prepare either design documents for design-bid-build projects or bridging
documents for design-build projects.
Task 600: Services through Implementation
BC will provide details of services and costs based on the project implementation plan that was developed in Phase 500.
BC will support the City's staff on an as-needed basis providing support in the following:
• Work with the City/CMWD to determine if having pre-qualifications for System Integrators would help provide a
better quality of deliverable. If so, develop pre-qualification criteria and documentation that System Integrators
would have to meet to qualify to bid SCADA projects for the City/CMWD.
• Detailed design with Plans and Specifications to implement projects that have been designated for design-bid-build
delivery. Once the project is bid, BC will provide services during construction with submittal reviews and responses
to requests for information (RFI). BC will prepare any documents needed for change orders.
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• Work with the City/CMWD to determine if having pre-qualifications for design-build contractors (System Integrators)
would help provide a better quality of deliverable. If so, develop pre-qualification criteria and documentation that
System Integrators would have to meet to qualify to bid SCADA projects for the City/CMWD .
• Bridging documents to implement projects that have been designated for design-build delivery. Require checks
throughout the project for the design-build team to submit or demonstrate to ensure the project is being delivered
as expected. Ensure the project maintains the schedule and provide exit ramps for contractor/project if there are
major red-flags along the way.
• Evaluate enterprise connectivity optimization efforts of data analysis and compatibility of SCADA with other
software, such as desktop dashboards, CMMS, GIS, and asset management software.
• Evaluate other optimization efforts, such as automation.
Task 610: Owner's Representative Services
BC will provide owner's representative services for the City/CMWD during the implementation phase of the SCADA projects.
The intent would be to have a dedicated PM for the SCADA projects whose responsibilities may include coord ination
between the City/CMWD and the Contractors delivering the project (scheduling, meetings, communication, and
coordination), as well as quality review of design and contracting documents for technical, constructability, cost estimating,
PLC/HM I manufacturer and implementation standardization, and consistency with the SCADA Master Plan. The PM tasks
will include scheduling, meetings, coordination and other typical PM tasks.
Phase 700: Communication System Development
Develop an overall improvement and migration plan to implement the recommended improvements for a comprehensive
communication system. This would be a good opportunity to work with City IT staff to see if there is any overlap with the
work they are doing for the Smart City communications. Provide cost estimates for planning development.
Task 700: Remote Communications Architecture Options Evaluation
Communications is a critical part of the current and future SCADA system and its reliability and robustness is key to the
success of the end system. As such, it is important for the team to evaluate the options available to provide these
communications and evaluate the technology options to determine the best fit for the future system.
In SCADA systems there are two main communications areas to develop: the communications between remote sites and
the system operations center, and the communications between the SCADA system and the City/CMWD's overall
organizational network to provide users access to the data the system collects and provides. The specific architecture and
technology utilized to provide communications between the SCADA system and the City/CMWD's overall organizational
network is highly based on the specific operational interface and historical platforms chosen and is defined in future tasks
within this scope.
BC will begin this task by having a dedicated meeting at the City office with the City IT department to determine the specific
interconnections between the systems and the City IT connection locations. The meeting will also include a discussion on
the future plans within the City IT department to gather an understanding of the future interconnections and potential
sharing of infrastructure.
In regards to the communications between remote sites and the system operations centers, it is important to select a
technology that allows the City/CMWD to easily maintain and support. In addition, one that provides a level of reliability and
overall throughput to allow for the appropriate level of access. Radio telemetry systems are the current base technology
within the industry used to provide communications and provide the users with complete control and access. The team will
include a high-level feasibility analysis of utilizing radio telemetry as a means of communications. BC will plot each remote
site and operational location within a radio survey software to determine the theoretical expected throughput and reliability
of each path. An overall radio path diagram will be developed for the system to define where radio telemetry is feasible to
utilize. This software based evaluation will provide the team with an underst.anding of the feasibility of radio telemetry to
provide the communications needed. BC will also provide a high-level overview and evaluate options on other technologies
available, including third party networks, and detail the strengths and weaknesses as well as the implications to utilizing
these technologies for the system.
Following the evaluation, BC will facilitate a workshop at the City office to present the options to the City/CMWD and guide
the team towards an overall core technology selection moving forward. The evaluation of each of the options and the
recommended technology for remote site communications will be documented in a TM .
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Task 710: Radio Path Study
Based on the conceptual future network architecture diagram developed in the master plan, through a subcontractor, BC
will facilitate the evaluation of the use of radio communications for sites that have been selected as feasible use of radio
communications.
A preliminary software-based radio study will be developed using the terrain topology and existing site location information.
This preliminary study will evaluate the existing site conditions to determine if a radio communications system for the site is
feasible. Once a site has been evaluated and deemed feasible for radio communications use, radio test equipment will be
placed at the location of each end of each path and data will be collected to determine the radio propagation between each
location. The expected performance of the path and recommended frequency will be tested for end radio frequency (RF)
propagation and expected link performance.
Once site visits are conducted and the overall existing communications architecture is evaluated, we can determine which
sites require a radio path study. A preliminary paper study will be conducted for all sites.
Task 720: Engineers Opinion of Probable Cost
BC will develop opinions of probable cost for the communication system improvements based on findings from Task 710.
Phase 800: PLC and HMI Standards Development
The intent is to provide written standards for the implementation of field controllers (PLC's) and HMI systems to be followed
for the future SCADA projects and upgrades at the City/CMWD. Standards at the field controller level will help City/CMWD
programming maintenance personnel when it comes to updates and upgrades. Similarly, standards at the HMI level provide
a look and feel that is consistent over multiple projects. Standards at all levels facilitate training of new personnel and
maintain system documentation.
Task 800: Field Controller (PLC) level standards
BC will develop Standards for the programming requirements at the Controller level:
• Controller program naming convention and basic programming structures for all programs
• Set of standard programming block that build on the selected manufactures built-in library
• Programming blocks identified for water/wastewater industry
• When, how and procedure for programmers when they need to add to the standard library
Task 810: HMI Programming Standards
BC will develop Standards for the programming requirements at the HMI:
• Develop color concepts to be used on all screens and determine whether the "High Performance HMI" methodology
will be used
• Standardize screen navigation
• Standardize alarming requirements
• Develop examples of process layouts to be used to convey process information
Task 820: Network, Security, Redundancy, and Business & IT Architectural Standards
This task defines the hardware/software standards, security/network standards, emergency control centers, and business
application integration standards. In addition, this phase defines the business integration requirements, test the proof of
concept, and provide guidance during equipment installation for the production SCADA system. The network architecture
can be designed based on industry standards (i.e., NIST SP 800.82) and iFIX's inherent standard networking strengths.
During this phase, layers of security will be identified that can be bundled together to provide a cost-effective and secure
network. Consultant may assist the City/CMWD with testing the network architecture on the City/CMWD IT test bed system
and then assist City/CMWD staff in implementation
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Phase 900 Asset Management Plan
The SCADA Master Plan will provide an evaluation of the SCADA system and identify operational needs, options and
development of alternatives. Brown and Caldwell will support the City in two general areas related to Asset Management.
This will drive considerations for change with the current SCADA system and provide decision points looking ahead.
Task 900: Asset Management System Selection
Brown and Caldwell will work with the City's asset management software tool. The benefit to asset management is greatest
when it is applied to a_n Enterprise operation that includes other assets but must be bounded properly so it fits and isn 't too
un wieldly or 'fat'. Similarly, considerations must be given to integrations with other City systems such as Finance, GIS, HS
staffing, etc. that leverage efficiency.
Task 910: Asset Management Implementation -SCADA
For all new SCADA assets, Brown and Caldwell will provide asset life cycle considerations such as service level, criticality,
and failure consequence will be evaluated for all assets. BC will develop a registry of the assets in the SCADA system. This
will serve as the foundation for this evaluation as well as long term asset management efforts. This work will be configured
to leverage the asset management system selected by the City. This will allow collection and storage of legacy data for
repeatable analysis and growth of the system as assets are added, decommissioned, or changed. The efforts involved will
be developed and defined in detail and are expected to include:
• Asset Registry: Development of asset listing, asset characteristics, classifications. This will include software,
servers, PLC's, field devices, communications networks, data repositories, and support systems such as backup
power and HVAC.
• Criticality Assessment: Development of consequence of failure criteria for use in determining the criticality of
SCADA assets will consider criteria such as Safety, Operational, Maintenance, Environmental, Failure Consequence
and Regulatory. Current criticality criteria for other utility assets will also be considered. Evaluation of asset
registry using these established criteria will be performed and documented.
• Service Level: SCADA systems monitor and control many diverse assets performing a variety of functions. Within
that the actual monitoring and control sensitivity wi ll vary even across a single asset. For example, equipment run
time may not be as critical as equipment operating status in certain applications. The appropriate performance
metrics will be assessed to establish performance expectations for SCADA assets which will support other master
planning decisions.
• Asset Condition: Eva luate condition and assess remaining useful life of existing assets through visual inspection,
available performance data and discussions with maintenance staff. This will consider not only the current
operating performance but vulnerability due to obsolescence.
• Risk: Asset Risk as a combination of Likelihood. (Condition) and Consequence (Criticality) of Failure will be
assessed. This wil l support master planning decisions such as immediate vs long term improvements,
maintenance and inspection intervals, and materials stocking for replacements.
• Maintenance Needs: Depending on the current risk level, certain assets may require more frequent inspection to
assure proper operation. Device condition, installation environment, criticality of performance (safety or
regulatory), etc. all drive how frequently an asset may require attention. This is especially sensitive in the SCADA
industry with obsolescence becoming a great factor in replacement. BC will evaluate the asset registry and current
maintenance program for modifications to assure performance at the desired level of service.
• Repair/Rehabilitation/Replacement: Based on the previous activities, SCADA assets will be evaluated and
prioritized recommendations will be developed to effectively use available capital improvement funding and
maintenance resources.to reduce risk. Risk reduction may be accomplished through modified maintenance
activities, more detailed inspection, purchase of critical spare parts, repair or rehabilitation, or capital replacement
improvements. Planning level costs will be developed and a sequence and schedule for implementing the
improvements will be provided. Brown and Caldwell's Replacement Planning Model (RPM) may be used to forecast
replacement needs in the future based on the asset registry and useful life.
• SCADA Asset Management Plan: A SCADA asset management plan will be prepared to compile and document the
findings, results and recommendations from the previous tasks.
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Compensation
Compensation for services stated herein shall be as provided on an as-needed basis authorized via Task Orders. Each Task
Order prepared for authorization will include a detailed scope of work and not-to-exceed fee estimate. Work will only be
performed via task orders authorized by the City/CMWD. Invoices will be submitted monthly.
Schedule
BC shall complete the work within the time frame stated in the task order. The schedule time begins after the City/CMWD
provides a written Notice to Proceed for respective task order.
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Appendix CI I Hourly Rate Schedule
Engineer Ill
Inspector Ill Geologist;Hydrogeologist Ill Accountant IV G Senior Designer $180
Supervising Drafter Scientist Ill Administrative Manager
Supervising Illustrator
Senior Engineer Senior Geologist
H Principal Designer Hydrogeologist Senior Technical Writer $204 Senior Construction Engineer Senior Scientist Senior Engineer
Principal Engineer Principal Geologist/
Principal Construction Engineer Hydrogeologist Corp. Contract Administrator $231
Supervising Designer Principal Scientist
Supervising Engineer Supervising Scientist
J Supervising Constr. Engineer Supervising Geologist Assistant Controller $245
Supervising Engineer Hydrogeologist
Managing Geologist
K Managing Engineer Hydrogeologist Area Bus Ops Mgr IV $267
Managing Scientist
L Chief Engineer Chief Scientist Corp. Marketing Comm. Mgr. $285 Executive Engineer Chief Geologist;Hydrogeologist
M Vice President $316
N Senior Vice President $353
0 President
Executive Vice President $353
P Chief Executive Officer $353
Brown and Caldwell SCADA Master Plan for Sewer, Water, and Recycled Water Systems I C-2 Page 225
RESOLUTION NO. 1567
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE CARLSBAD
MUNICIPAL WATER DISTRICT BOARD (CMWD), AUTHORIZING EXECUTION
OF A MASTER AGREEMENT WITH BROWN AND CALDWELL FOR
PROFESSIONAL ENGINEERING SERVICES FOR WORK RELATED TO THE SCADA
MASTER PLAN FOR SEWER, WATER AND RECYCLED WATER SYSTEMS,
PROJECT NO. 5542.
EXHIIBIT 2
WHEREAS, the Carlsbad Municipal Water District Board of the City of Carlsbad, California has
determined it necessary, desirable and in the public interest to create a SCADA Master Plan for sewer,
water and recycled water systems; and
WHEREAS, to obtain professional engineering services for the SCADA Master Plan for sewer,
water and recycled water systems, staff issued a request for qualifications to eight qualified
engineering firms consistent with Carlsbad Municipal Code section 3.28.060; and
WHEREAS, staff received and reviewed statements of qualifications from four firms; and
WHEREAS, staff recommends Brown and Caldwell as the most qualified consultant for the
project; and
WHEREAS, staff recommends the Board of Directors enter into a Master Agreement with Brown
and Caldwell for professional engineering services, where the project task descriptions and fee
allotments will not exceed $1,000,000 for the initial three-year life of the agreement, and would have
the option to add an additional $200,000 for each of the three additional one year periods.
NOW, THEREFORE, BE IT RESOLVED by the Carlsbad Municipal Water District Board of the City
of Carlsbad, California, as follows:
1. That the above recitations are true and correct.
2. That the president of the board is hereby authorized and directed to execute the Master
Agreement with Brown and Caldwell attached hereto as Attachment A, to provide professional
engineering services for the SCADA Master Plan for Sewer, Water, and Recycled Water Systems, Project
Nos. 5542.
3. That the president of the board is hereby authorized to delegate the responsibility to the
executive manager (or a designee) to sign, for and on behalf of CMWD, future project task descriptions
and fee allotments issued under this Master Agreement.
UTIL 1569
a specific Task Description may be granted if requested by Contractor and agreed to in writing by
the Executive Manager (or designee) or General Manager of CMWD as authorized by the
Executive Manager ("General Manager"). The Executive Manager (or designee) or General
Manager will give allowance for documented and substantiated unforeseeable and unavoidable
delays not caused by a lack of foresight on the part of Contractor, or delays caused by CMWD
inaction or other agencies' lack of timely action. In no event shall a specific Task Description
exceed the term of this Agreement.
5. COMPENSATION
The cumulative total for all projects allowed pursuant to this Agreement in the initial three year
term will not exceed one million dollars ($1,000,000). If the City elects to extend the Agreement,
the amount shall not exceed two hundred thousand dollars ($200,000) per Agreement year. Fees
will be paid on a project-by-project basis and will be based on Contractor's Schedule of Rates
specified in Exhibit "A". Prior to initiation of any project work by Contractor, CMWD shall prepare
a Project Task Description and Fee Allotment (the "Task Description") which, upon signature by
Contractor and for CMWD, the Executive Manager (or designee) or General Manager, will be
considered a part of this Agreement. The Task Description will include a detailed scope of services
for the particular project being considered and a statement of Contractor's fee to complete the
project in accordance with the specified scope of services. The Task Description will also include
a description of the method of payment and will be based upon an hourly rate, percentage of
project complete, completion of specific project tasks or a combination thereof.
6. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent contractor and
in pursuit of Contractor's independent calling, and not as an employee of CMWD. Contractor will
be under control of CMWD only as to the result to be accomplished, but will consult with CMWD
as necessary. The persons used by Contractor to provide services under this Agreement will not
be considered employees of CMWD for any purposes.
The payment made to Contractor pursuant to the Agreement will be the full and complete
compensation to which Contractor is entitled. CMWD will not make any federal or state tax
withholdings on behalf of Contractor or its agents, employees or subcontractors. CMWD will not
be required to pay any workers' compensation insurance or unemployment contributions on
behalf of Contractor or its employees or subcontractors. Contractor agrees to indemnify CMWD
and the City of Carlsbad within thirty (30) days for any tax, retirement contribution, social security,
overtime payment, unemployment payment or workers' compensation payment which CMWD
may be required to make on behalf of Contractor or any agent, employee, or subcontractor of
Contractor for work done under this Agreement. At CMWD's election, CMWD may deduct the
indemnification amount from any balance owing to Contractor.
7. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval of
CMWD. If Contractor subcontracts any of the Services, Contractor will be fully responsible to
CMWD for the acts and omissions of Contractor's subcontractor and of the persons either directly
or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons
directly employed by Contractor. Nothing contained in this Agreement will create any contractual
relationship between any subcontractor of Contractor and CMWD. Contractor will be responsible
for payment of subcontractors. Contractor will bind every subcontractor and every subcontractor
of a subcontractor by the terms of this Agreement applicable to Contractor's work unless
specifically noted to the contrary in the subcontract and approved in writing by CMWD.
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8. OTHER CONTRACTORS
CMWD reserves the right to employ other Contractors in connection with the Services.
9. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless CMWD and the City of Carlsbad and its
officers, officials, employees and volunteers from and against all claims, damages, losses and
expenses including attorney's fees arising out of the performance of the work described herein to
the extent caused by any willful misconduct or negligent act or omission of the Contractor, any
subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts
any of them may be liable.
The parties expressly agree that any payment, attorney's fee, costs or expense CMWD or the
City of Carlsbad incurs or makes to or on behalf of an injured employee under CMWD's self-
administered workers' compensation is included as a loss, expense or cost for the purposes of
this section, and that this section will survive the expiration or early termination of this Agreement.
10. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all
amendments, insurance against claims for injuries to persons or damage to property which may
arise out of or in connection with performance of the services by Contractor or Contractor's
agents, representatives, employees or subcontractors. The insurance will be obtained from an
insurance carrier admitted and authorized to do business in the State of California. The insurance
carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus
line insurer on the State of California's List of Approved Surplus Line Insurers (LASLI) with a rating
in the latest Best's Key Rating Guide of at least "A:X"; OR an alien non-admitted insurer listed by
the National Association of Insurance Commissioners (NAIC) latest quarterly listings report.
10.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits
indicated below, unless the Risk Manager or Executive Manager for CMWD approves a lower
amount. These minimum amounts of coverage will not constitute any limitations or cap on
Contractor's indemnification obligations under this Agreement. CMWD, its officers, agents and
employees make no representation that the limits of the insurance specified to be carried by
Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes
that any required insurance coverage is inadequate, Contractor will obtain such additional
insurance coverage, as Contractor deems adequate, at Contractor's sole expense. The full limits
available to the named insured shall also be available and applicable to CMWD as an additional
insured.
10.1.1 Commercial General Liability Insurance. $2,000,000 combined single-limit
per occurrence for bodily injury, personal injury and property damage. If the submitted policies
contain aggregate limits, general aggregate limits will apply separately to the work under this
Agreement or the general aggregate will be twice the required per occurrence limit.
10.1.2 Automobile Liability (if the use of an automobile is involved for Contractor's
work for CMWD). $1,000,000 combined single-limit per accident for bodily injury and property
damage.
10.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation
limits as required by the California Labor Code. Workers' Compensation will not be required if
Contractor has no employees and provides, to CMWD's satisfaction, a declaration stating this.
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10.1.4 Professional Liability. Errors and om1ss1ons liability appropriate to
Contractor's profession with limits of not less than $1,000,000 per claim. Coverage must be
maintained for a period of five years following the date of completion of the work.
10.2. Additional Provisions. Contractor will ensure that the policies of insurance required under
this Agreement contain, or are endorsed to contain, the following provisions:
10.2.1 CMWD will be named as an additional insured on General Liability which
shall provide primary coverage to the City.
10.2.2 Contractor will obtain occurrence coverage, excluding Professional
Liability, which will be written as claims-made coverage.
10.2.3 This insurance will be in force during the life of the Agreement and any
extensions of it and will not be canceled without thirty (30) days prior written notice to CMWD sent
by certified mail pursuant to the Notice provisions of this Agreement.
10.3 Providing Certificates of Insurance and Endorsements. Prior to CMWD's execution of
this Agreement, Contractor will furnish certificates of insurance and endorsements to CMWD.
10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance
coverages, then CMWD will have the option to declare Contractor in breach, or may purchase
replacement insurance or pay the premiums that are due on existing policies in order to maintain
the required coverages. Contractor is responsible for any payments made by CMWD to obtain or
maintain insurance and CMWD may collect these payments from Contractor or deduct the amount
paid from any sums due Contractor under this Agreement.
10.5 Submission of Insurance Policies. CMWD reserves the right to require, at any time,
complete and certified copies of any or all required insurance policies and endorsements.
11. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of the
Agreement, as may be amended from time-to-time.
12. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred under this
Agreement. All records will be clearly identifiable. Contractor will allow a representative of CMWD
during normal business hours to examine, audit, and make transcripts or copies of records and
any other documents created pursuant to this Agreement. Contractor will allow inspection of all
work, data, documents, proceedings, and activities related to the Agreement for a period of three
(3) years from the date of final payment under this Agreement.
13. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors pursuant
to this Agreement is the property of CMWD. In the event this Agreement is terminated, all work
product produced by Contractor or its agents, employees and subcontractors pursuant to this
Agreement will be delivered at once to CMWD. Contractor will have the right to make one (1) copy
of the work product for Contractor's records.
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14. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in CMWD and
Contractor relinquishes all claims to the copyrights in favor of CMWD.
15. NOTICES
The name of the persons who are authorized to give written notice or to receive written notice on
behalf of CMWD and on behalf of Contractor under this Agreement.
ForCMWD:
Name _L_i_n_ds_e~y~S_t_e~p_h_e_n_so_n ____ _
Title Associate Engineer
Dept. Utilities Department
Carlsbad Municipal Water District
Address 5950 El Camino Real
Carlsbad, CA 92008
Phone 760-603-7356
For Contractor:
Name
Title
Address
Phone
Email
Majid Karim
Senior Manager
9665 Chesapeake Drive, Ste 201
San Diego, CA 92123
858-514-8822
mekarim@brwncald.com
Each party will notify the other immediately of any changes of address that would require any
notice or delivery to be directed to another address.
16. CONFLICT OF INTEREST
Contractor shall file a Conflict of Interest Statement with the Clerk for the City of Carlsbad in
accordance with the requirements of the City of Carlsbad Conflict of Interest Code. The
Contractor shall report investments or interests in all four categories.
17. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and regulations
which in any manner affect those employed by Contractor, or in any way affect the performance
of the Services by Contractor. Contractor will at all times observe and comply with these laws,
ordinances, and regulations and will be responsible for the compliance of Contractor's services
with all applicable laws, ordinances and regulations.
Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986
and will comply with those requirements, including, but not limited to, verifying the eligibility for
employment of all agents, employees, subcontractors and consultants whose services are
required by this Agreement.
18. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting
discrimination a,nd harassment.
19. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following procedure will
be used to resolve any questions of fact or interpretation not otherwise settled by agreement
between the parties. Representatives of Contractor or CMWD will reduce such questions, and
their respective views, to writing. A copy of such documented dispute will be forwarded to both
parties involved along with recommended methods of resolution, which would be of benefit to
both parties. The representative receiving the letter will reply to the letter along with a
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recommended method of resolution within ten (10) business days. If the resolution thus obtained
is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the
Executive Manager. The Executive Manager will consider the facts and solutions recommended
by each party and may then opt to direct a solution to the problem. In such cases, the action of
the Executive Manager will be binding upon the parties involved, although nothing in this
procedure will prohibit the parties from seeking remedies available to them at law.
20. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services, CMWD may
terminate this Agreement for nonperformance by notifying Contractor by certified mail of the
termination. If CMWD decides to abandon or indefinitely postpone the work or services
contemplated by this Agreement, CMWD may terminate this Agreement upon written notice to
Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any
documents owned by CMWD and all work in progress to CMWD address contained in this
Agreement. CMWD will make a determination of fact based upon the work product delivered to
CMWD and of the percentage of work that Contractor has performed which is usable and of worth
to CMWD in having the Agreement completed. Based upon that finding CMWD will determine the
final payment of the Agreement.
Either party upon tendering thirty (30) days written notice to the other party may terminate this
Agreement. In this event and upon request of CMWD, Contractor will assemble the work product
and put it in order for proper filing and closing and deliver it to CMWD. Contractor will be paid for
work performed to the termination date; however, the total will not exceed the lump sum fee
payable under this Agreement. CMWD will make the final determination as to the portions of tasks
completed and the compensation to be made.
21. COVENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or person, other
than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that
Contractor has not paid or agreed to pay any company or person, other than a bona fide
employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration
contingent upon, or resulting from, the award or making of this Agreement. For breach or violation
of this warranty, CMWD will have the right to annul this Agreement without liability, or, in its
discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full
amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee.
22. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any agreement claim submitted to CMWD must
be asserted as part of the agreement process as set forth in this Agreement and not in anticipation
of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is
submitted to CMWD, it may be considered fraud and Contractor may be subject to criminal
prosecution. Contractor acknowledges that California Government Code sections 12650 et seq.,
the False Claims Act applies to this Agreement and, provides for civil penalties where a person
knowingly submits a false claim to a public entity. These provisions include false claims made
with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of
information. If CMWD seeks to recover penalties pursuant to the False Claims Act, it is entitled to
recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a
false claim may subject Contractor to an administrative debarment proceeding as the result of
which Contractor may be prevented to act as a Contractor on any public work or improvement for
a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is
grounds for City to terminate this Agreement.
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23. JURISDICTION AND VENUE
Any action at law or in equity brought by either of the parties for the purpose of enforcing a right
or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the
County of San Diego, State of California, and the parties waive all provisions of law providing for
a change of venue in these proceedings to any other county.
24. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon CMWD and
Contractor and their respective successors. Neither this Agreement nor any part of it nor any
monies due or to become due under it may be assigned by Contractor without the prior consent
of CMWD, which shall not be unreasonably withheld.
25. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated by it, along
with the purchase order for this Agreement and its provisions, embody the entire Agreement and
understanding between the parties relating to the subject matter of it. In case of conflict, the terms
of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions
may be amended, modified, waived or discharged except in a writing signed by both parties.
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EXHIBIT A
Master Services Agreement Scope BrownANo •
Caldwell • City of Carlsbad/CMWD SCADA Master Plan for Sewer, Water, and
Recycled Water Systems
April 18, 2017
Project Overview
The City of Carlsbad/CMWD's (City/CMWD) current SCADA system that provides monitoring and control of the water and
sewer systems has gradually grown over the years and includes a variety of equipment in the field of varying age with some
equipment already at the end of its useful life. This is typical for many municipalities where the control systems grew as
accessories in response to the growth of the process systems. The situation where the existing system is coming to the end
of its useful life provides the City/CMWD a unique opportunity to evaluate the SCADA system with a holistic approach that
goes well beyond meeting the basic operational need. This is an opportunity to provide the roadmap for an overall SCADA
system with enterprise level connectivity and sharing of data with all City departments based on the needs of the City's
users.
The existing water system is comprised of 8 reservoirs, 4 pump stations and 75 pressure regulating sites, as well as a
hydroelectric facility. The existing recycled water system is comprised of 3 reservoirs, 3 pump stations, and 4 pressure
regulation stations. The water system currently utilizes Opto22 based equipment at the sites to collect process data and
relay it back to the main operations center via cellular modems. At the main office, there is a stand-alone operator interface
system with no current backup or redundancy in place.
The existing wastewater system has 12 active lift station sites that are currently monitored using a Mission based SCADA
platform that provides information back to the City via cellular modems. This Mission based SCADA system utilizes a web-
based graphic user interface to provide information to the City/CMWD's users. The wastewater system also currently utilizes
about 30 smart manhole covers that have been strategically placed to provide a second backup and alarm at high levels in
critical areas. As a backup to the primary system (Mission), phone based autodialers (Verbatim) are used at every site to
send critical alarms to on-call staff.
The scope of work for this project under the Master Services Agreement (MSA) is to provide a clear path for the City/CMWD
in achieving a smart enterprise-level SCADA system that will serve the City/CMWD into the future. The City/CMWD will issue
task orders for different scope items to keep the work flowing in the most efficient way. The objective is a collaborative
evaluation and plan developed closely with key City/CMWD stakeholders with decisions made on core areas of the SCADA
system including:
• Evaluating the current state of the system and the needs of the City/CMWD's users, provide alternatives and
recommendations to meet the needs
• Develop an improvement plan to implement the recommendations
• Hardware/software platform for Programmable controllers in the field (such 'as PLCs)
• Human-machine interface (HMI) Software platform (hardware will be dictated by the software selection)
• Historian needs for the SCADA and historian needs for enterprise connectivity
• Communication methods for each of the sites; including potential integration with City-IT infrastructure
• Programming standards for field controllers and HMI software
• Define the level of automation and provide documentation for future implementation
• Enterprise level connectivity with other City/CMWD systems such as the computerized maintenance management
system (CMMS)
Following the evaluation and determination of the core technologies and improvements to be made, a detailed
implementation plan and schedule will be developed to provide the City with a method and understanding to implement the
recommended improvements.
Task orders will be issued by the City/CMWD based on tasks listed below or additional tasks that may be necessary as part
of this effort. A summary of tasks is provided below.
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Phase 100: Project Management
For each task order assigned under the MSA, manage the coordination and oversight of the BC team and administration of
the contract, including contracts, project resources, quality, budgets, deliverables and schedule, and coordinated
communications between BC staff and City/CMWD project manager and designated staff. BC will provide meeting minutes
for all meetings and maintain a log of action items.
Task 100: Project Management, Schedule, Status Update Meetings, and Reporting
For each task order assigned under the MSA, BC will perform project management, project tracking, and provide monthly
invoicing utilizing a computer based project management system. This includes all major activities of the scope of services.
Monthly Progress Reports wi ll be provided with monthly invoices to summarized work completed and being billed for each
invoice.
Task 110: Kickoff and Vision Development Meeting
BC will facilitate a project kick-off meeting at the City/CMWD office to walk the team through each of the phases and tasks
of the project and the project schedule. Within this meeting, BC will facilitate a discussion with the City/CMWD project
stakeholders to develop an overall vision for the project and final SCADA system. This vision will serve to provide an overall
foundation for project guidance and success of the final system .
Task 120: Steering Committee Meetings
BC understands that there are key City/CMWD management and stakeholders for the SCADA system that may not be
directly involved in the day to day coordination and progression of the project. As such, BC will facilitate dedicated meetings
to present the projects status, findings, and overall direction moving forward. This is intended to be a collaborative
presentation with BC and the project team from the City/CMWD and will be held at key milestones in the project. This allows
stakeholders to provide guidance and help the team correct course if required.
Task 130: Quality Assurance and Quality Control (QA/QC)
BC will provide internal technical QA/QC on all reports, technical memoranda, and client-submitted documentation. The BC
QA/QC lead will also provide overall insight and guidance on the development of key project deliverables and Project
workshops. In a more hands-on approach, the QA/QC lead will review deliverables and participate in workshops to engage
the team in the actual work being done.
Phase 200: Existing System Overview
To better understand the existing system and its current state, BC will evaluate the existing system to determine whether it
is currently meeting the needs of the process and its users as well as identify each core platforms lifecycle state and
current areas of risk.
Task 200: Site Assessments and Existing Documentation Review
BC wi ll review the documentation and information provided from the request made during the kickoff meeting as well as the
past "75% SCADA Wastewater Masterplan" document to gather an understanding of the systems details that are currently
documented. BC will facilitate a workshop at the City office to present the findings of this review and work with the team to
develop an overall list of sites to be field surveyed. Since many of the sites have been field surveyed in the past and
information collected and documented, BC estimates that only ten (10) sites will need to be surveyed over a two-day period.
Unnecessary rework will be avoided by leveraging existing documentation that is known to be good.
BC will field survey and document the existing SCADA system hardware for each of the sites selected during the workshop.
During the visit, BC will evaluate the existing hardware for condition and performance and overall platform lifecycle stage.
City/CMWD staff will assist in identifying hardware and providing feedback on performance as well as identifying the overall
process flow between each of the sites.
Task 210: Develop Existing SCADA Architecture Diagram
To provide an overall picture of the existing SCADA system, BC will develop an 11-inch by 17-inch block diagram of the
existing SCADA architecture based on information obtained during the site visits, and review of background information. The
diagram will include locations, field controllers, human-machine interaction (HMI) computers, network hardware, and
communications methods, e.g. radio telemetry, cellular modem, leased lines, etc.
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Task 220: Existing System Overview Technical Memorandum (TM-1)
BC will document the findings in a technical memorandum to identify the existing system components and architecture. A
draft copy will be submitted for review and comments.
In addition to documenting the existing system, BC will provide details on equipment useful life and the consequences of
failure to help establish the need for the SCADA master planning effort and any potential upgrades. BC will also document
also the need for moving to an enterprise system that will allow the City/CMWD to optimize operations and improve
efficiencies.
Phase 300: Operational Needs and Deficiencies Assessment
Based on the documented current state and information gathered during the site visits, BC will facilitate the development of
the specific needs and future objectives of the City/CMWD's users within the system. In addressing the deficiencies, BC will
provide ways for the system to improve efficiencies.
Task 300: SCADA Current Use and Need Assessment -Potable and Recycled
BC will meet with individuals responsible for operating and maintaining the Potable and Recycled Water Systems to develop
an understanding on how each of the users interact, utilize, and maintain the current SCADA system. We will interview
management staff and other stakeholders who utilize these systems during these visits to document what information is
important to them and what future data or information they would find useful. BC will review CMWD 's Advanced Metering
Infrastructure (AMI) to identify how to eventually incorporate them into SCADA for flow balance.
BC will document the information gathered in these interviews to present an overview of how the system is currently used
and supported and where the deficiencies are with the current system within a section of the Technical Memorandum.
Task 310: SCADA Current Use and Need Assessment -Sewer
BC will meet with individuals responsible for operating and maintaining the Sewer System to develop an understanding on
how each of the users interact, utilize, and maintain the current SCADA system. We will interview management staff and
other stakeholders who utilize these systems during these visits to document what information is important to them and
what future data or information they would find useful. BC will review the City's use of Smart Covers to identify how to
eventually incorporate them into SCADA.
BC will document the information gathered in these interviews to present an overview how the system is currently used and
supported and where the deficiencies are with the current system within a section of the Technical Memorandum.
Task 320: State of the Industry and Objectives Workshop
Through a facilitated workshop led by BC 's project technical advisor, BC will bring real-world examples and lessons learned
from other utilities and industries as well as current market technologies available to demonstrate what is possible and
beneficial to others to allow the City/CMWD to select functionalities that are most appealing. We feel this process is
essential to developing a dialog between both the City/CMWD and BC to understand the City/CMWD's current needs and
issues and leverage our experience from other utilities and industries. During this workshop, overall core system objectives
will be developed to help document the specific requirements and functionality needed in the future system. As the
City/CMWD expands the usage of their SCADA system and system usage requirements become more prominent, defining
these requirements up-front will help to ensure that both the current short-term issues as well as long-term needs of the
future SCADA system are addressed.
BC will document the objectives and functionality desired for the future system in this workshop within a section of the
Technical Memorandum.
Task 330: Enterprise Users Assessment and Data Map Development
The core objective of this task is to develop an understanding of the enterprise level, or the level above day to day
operations, uses and requirements for data and information that is collected and presented within the SCADA system.
Efficiencies gained in the overall controls regarding water system management tie in directly with the City/CMWD's Climate
Action Plan initiative.
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BC will coordinate with Encina Wastewater Authority and City IT, to gather insight on information and data that potentially
can be shared to benefit both parties in the future. This will be an opportunity to develop an understanding of City IT's goals
for the "Smart City" vision and how the utility side of the City/CMWD benefits and is potentially impacted from this vision.
Resource sharing opportunities will be documented.
BC will facilitate a workshop with users of the SCADA system and data from the system to map out the user requirements
and needs of each of these stakeholders. Through this workshop, BC will gather information to develop a system wide data
map that provides a high-level overview of how data is shared and presented to different levels and users within the
organization above the core SCADA operational and process needs. This data map is important to provide a foundation for
how data will be collected, stored, and presented to different users in the City/CMWD within the future SCADA system.
Task 340: Level of Automation Workshop
After developing an understanding of how the system is currently being used and how the City/CMWD users interact with
the system and processes on a day to day basis, BC will develop alternatives to the overall level of functionality and
automation for the future system to provide. BC wi ll facilitate a workshop with the City/CMWD to present alternative levels
of automation and the corresponding impact and outcome on their implementation and future use.
Task 350: SCADA Use and Needs Technical Memorandum (TM-2)
BC will document the findings of this phase in a technical memorandum. A draft copy will be submitted for review and
comments. BC wi ll facilitate a workshop at the City office to review the draft. Following the workshop, the comments
collected from the workshop and prior to the workshop will be incorporated into the final TM for review and acceptance.
Phase 400: PLC and HMI Standardization
To standardize on specific manufacturers for the PLC and HMI that will be utilized throughout the implementation of the
future system, BC will help the City/CMWD establish evaluation criteria to satisfy the needs of the systems. BC wi ll then help
the City/CMWD develop a Request for Bids (RFB) for a pubic evaluation process using those evaluation criteria. BC will
facilitate a selection process with the City/CMWD and the City/CMWD's procurement department to evaluate and select the
specific PLC and HMI upon which the future system will be standardized.
Task 400: PLC and HMI Evaluation Criteria
Based on the functionality and deficiencies identified in the previous phase, the evaluation criteria for functionality and
foundation to meet the specific needs of the City/CMWD's users will be established. Evaluation criteria that support the
City/CMWD's needs will be developed for each of the major SCADA levels: 1) field control (PLC); and 2) operator interface
(HMI, including historical data collection, enterprise data management and enterprise connectivity). The strengths and
weaknesses of each core technology type will be evaluated based on how well each technology meets the needs of the
City/CMWD. One of the evaluation criteria will include manufacturer stability and their history of serving the water and
wastewater industries. References for the participating manufacturers will be contacted for unbiased feedback and the HMI
manufacturers will be required to provide a software demonstration made for this project.
Task 410: Request for Bid Preparation
In order to remain open and competitive to meet the requirements of the City/CMWD regulations and procurement
requirements, BC will assist in the development of a Request for Bid (RFB) for the two main areas: PLC's and operator
interface software (HMI), including historical data collection, enterprise data management and enterprise level connectivity.
There wi ll be one single RFB for the PLC and H Ml. BC wi ll describe that manufacturers can bid on one or both but that the
units will be selected individually.
BC will coordinate with the City/CMWD's procurement department to develop the technical and scoring requirements of
each of the RFBs, including overall functional requirements and manufacturer response criteria. Manufacturers will be
required to also submit local references. BC will develop the bid form for the proposers to submit their unit prices to be
provided for a long-term contract with a pre-established escalation rate, as one of the evaluation criteria. BC will participate
in two coordination meetings with the procurement department.
The HMI evaluation will be set up in a two-step process. The first step will provide an initial evaluation based on the
established evaluation criteria. The second step wi ll be set up for the manufacturer to demonstrate system capabilities as
specified in the evaluation criteria. For the second step in the HMI evaluation, the RFB will require the top three bidders to
present a demonstration to the BC/City/CMWD team and to provide three local customers who wou ld be willing to serve as
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The PLC evaluation will be single step, and the PLC bidders will only be evaluated on the criteria provided in the request for
bids.
Task 420: Support during RFB and Negotiations
During the RFB process, BC will provide coordination and support to the City/CMWD and the procurement department. This
support process includes manufacturer clarifications, questions, and requests for information. BC will also facilitate a pre-
proposal meeting for the RFB to provide overview of the RFB and assist the City/CMWD in addressing technical questions
and clarifications.
Following the receipt of the manufacturer proposals, BC will support City/CMWD with the technical review of each
manufacturer proposal to provide insight on each proposer's responses to each of the requirement's and questions.
Following the initial review period, BC will facilitate one, two-hour (2-hr) workshop, to review the manufacturer responses to
the RFB and provide technical insight and feedback.
For the selection of HMI, including historical data collection enterprise data management and enterprise connectivity, BC
will coordinate up to three manufacturer interviews and presentations to provide the team with a detailed review and
presentation of the proposed offerings. BC will develop demonstration requirements that each manufacturer will be
required to complete.
BC will attend a site visit to a local reference provided by the bidder for each of the 3 top HMI manufacturers.
After the scores have been submitted by the City/CMWD's panel members and a manufacturer selected for both the PLC
and HMI, BC will assist the City/CMWD in the negotiations process for the selection of each of the platforms. In this stage of
the project, the specific installation and implementation methods of the platforms/products is not defined and negotiations
will be based on core pricing and support for long term purchase agreements.
Task 430: PLC and HMI Standardization Technical Memorandum (TM-3)
BC will document the findings of this phase as well as the specific technology platforms/products selection in a technical
memorandum. A draft version will be submitted for review and comments.
Phase 500: Implementation Plan and SCADA Master Plan Preparation
Develop an overall plan to implement the recommended improvements identified in the needs and deficiencies. Separate
each of the improvements into logical projects and prioritize them based on technical, functional, and risk mitigation needs
of the system as well as alignment with the City/CMWD's Capital Improvement Plan (CIP).
Task 500: Implementation Plan Technical Memorandum (TM-4)
Following the selection of each of the specific technology platforms/products, BC will develop a recommended plan for
improvements on the system. The plan will be separated into three sections:
• Immediate Improvements: For improvements that are recommended to be completed immediately following this
project. These recommendations will include high-priority and foundational-level improvements to address areas of
risk within the current system and provide the foundational improvements needed for the core implementation
projects. This phase will also identify the needs for both internal and external support and the inclusion of specific
roles to support the new system and the training and/or competencies of the City/CMWD's staff required.
• Core -Within Five Years: A staged approach to implement the recommended improvements within five years
following this project. These recommendations will include a structure and hierarchy of critical to less critical
improvements that focus on providing core system functions and features and provide system stability and ·
improved operations. Within this period, it is intended that each of the core areas of the SCADA system be
implemented and ready for the future optimization phase.
• Future Vision: The future vision portion of the plan will include recommended future improvements to provide
system optimization and increase user performance. These recommendations include areas such as enterprise
connectivity improvements, increased levels of automation, and future system-wide consolidation measures.
• Climate Action Plan: provide a brief section/table describing qualitatively how the recommended improvements
align with the Utilities Division's CAP action to "improve water utilities (including water supply, wastewater, and
recycled water) conveyance, treatment and distribution, and other system improvements."
The overall planned stages will be separated based on criticality, technical requirements, and an agreed upon total yearly
capital improvement investment budget. Alternative delivery options will be evaluated.
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BC will document the implementation plan and selected construction methods for each project in a technical memorandum
(TM-4), that includes the engineer's opinion of probable cost, provided in the task below.
Task 510: Engineers Opinion of Probable Cost and Implementation Schedule
BC will develop an engineer's opinions of probable cost for each of the recommended projects for the "Immediate
Improvements" and "Within Five Years" planning stages. Opinions of probable cost will be provided for planning purposes
only and are not intended to provide actual cost of hardware, installation, or professional services.
A high-level project based schedule will be developed to show the relationships between key projects and implementation
stages as well as provide the City/CMWD with overall timing and staging understandings.
Two opinions of probable cost and schedules will be provided: one for Design-Bid-Build construction method with individual
projects, and one with Design-Build construction method for the "Immediate Improvements" stage and the "Core -Within
Five Years" stage. This wil l provide the City/CMWD with an understanding of the cost and schedule implications of both
construction methods to make an educated decision. The risk aspect of both approaches wil l be provided as well.
The schedules and opinions of probable cost will be presented within the implementation plan workshop and documented
within TM-4, presented above.
Task 520: Workforce Assessment
BC will work with City/CMWD staff to determine the best approaches to staff the new system. BC will provide details on the
different classification of staff required to work on different aspects of the SCADA system, including engineering to support
the CIP implementation, operations to support the operations and maintenance of the new system , and asset management
to support the tracking of the system
Task 530: SCADA Master Plan Proposed Table of Contents
BC will prepare a proposed Table of Contents (sections and sub-sections), consistent with the proposed technical memos,
and shall present the document at the Kick-off Meeting. The Table of Contents shall be considered a living document and
shall be included and updated with each plan chapter submitted.
Task 540: SCADA Master Plan Documentation
Following the final acceptance of the Implementation Plan Technical Memorandum (TM-4), BC will combine each of the
technical memorandums, TM 's 1-4 in a single consolidated report document. BC will develop an executive summary to
provide a high-level overview of the projects process, findings, improvement projects, and budget
Task 550: Presentation to Upper Management/City Council/Board of Directors
BC will prepare presentation for the City/CMWD upper management or City Council/Board of Directors. BC will submit draft
presentation and review with City/CMWD 6 weeks prior to the meeting. BC will incorporate comments and provide final
presentation four weeks prior to presentation. Present with City/CMWD staff to City/CMWD upper management or City
Council/Board of Directors.
Phase 600: Additional Services through Implementation
BC will continue to support the City/CMWD staff through the implementation phase of the SCADA projects. Based on the
selected project delivery option, BC will prepare either design documents for design-bid-build projects or bridging
documents for design-build projects.
Task 600: Services through Implementation
BC will provide details of services and costs based on the project implementation plan that was developed in Phase 500.
BC will support the City's staff on an as-needed basis providing support in the following:
• Work with the City/CMWD to determine if having pre-qualifications for System Integrators would help provide a
better quality of deliverable. If so, develop pre-qualification criteria and documentation that System Integrators
would have to meet to qualify to bid SCADA projects for the City/CMWD.
• Detailed design with Plans and Specifications to implement projects that have been designated for design-bid-build
delivery. Once the project is bid, BC will provide services during construction with submittal reviews and responses
to requests for information (RFI). BC will prepare any documents needed for change orders.
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• Work with the City/CMWD to determine if having pre-qualifications for design-build contractors (System Integrators)
would help provide a better quality of deliverable. If so, develop pre-qualification criteria and documentation that
System Integrators would have to meet to qualify to bid SCADA projects for the City/CMWD.
• Bridging documents to implement projects that have been designated for design-build delivery. Require checks
throughout the project for the design-build team to submit or demonstrate to ensure the project is being delivered
as expected. Ensure the project maintains the schedule and provide exit ramps for contractor/project if there are
major red-flags along the way.
• Evaluate enterprise connectivity optimization efforts of data analysis and compatibility of SCADA with other
software, such as desktop dashboards, CMMS, GIS, and asset management software.
• Evaluate other optimization efforts, such as automation.
Task 610: Owner's Representative Services
BC will provide owner's representative services for the City/CMWD during the implementation phase of the SCADA projects.
The intent would be to have a dedicated PM for the SCADA projects whose responsibilities may include coordination
between the City/CMWD and the Contractors delivering the project (scheduling, meetings, communication, and
coordination), as well as quality review of design and contracting documents for technical, constructability, cost estimating,
PLC/HMI manufacturer and implementation standardization, and consistency with the SCADA Master Plan. The PM tasks
will include scheduling, meetings, coordination and other typical PM tasks.
Phase 700: Communication System Development
Develop an overall improvement and migration plan to implement the recommended improvements for a comprehensive
communication system. This would be a good opportunity to work with City IT staff to see if there is any overlap with the
work they are doing for the Smart City communications. Provide cost estimates for planning development.
Task 700: Remote Communications Architecture Options Evaluation
Communications is a critical part of the current and future SCADA system and its reliability and robustness is key to the
success of the end system. As such, it is important for the team to evaluate the options available to provide these
communications and evaluate the technology options to determine the best fit for the future system.
In SCADA systems there are two main communications areas to develop: the communications between remote sites and
the system operations center, and the communications between the SCADA system and the City/CMWD's overall
organizational network to provide users access to the data the system collects and provides. The specific architecture and
technology utilized to provide communications between the SCADA system and the City/CMWD's overall organizational
network is highly based on the specific operational interface and historical platforms chosen and is defined in future tasks
within this scope.
BC will begin this task by having a dedicated meeting at the City office with the City IT department to determine the specific
interconnections between the systems and the City IT connection locations. The meeting will also include a discussion on
the future plans within the City IT department to gather an understanding of the future interconnections and potential
sharing of infrastructure.
In regards to the communications between remote sites and the system operations centers, it is important to select a
technology that allows the City/CMWD to easily maintain and support. In addition, one that provides a level of reliability and
overall throughput to allow for the appropriate level of access. Radio telemetry systems are the current base technology
within the industry used to provide communications and provide the users with complete control and access. The team will
include a high-level feasibility analysis of utilizing radio telemetry as a means of communications. BC will plot each remote
site and operational location within a radio survey software to determine the theoretical expected throughput and reliability
of each path. An overall radio path diagram will be developed for the system to define where radio telemetry is feasible to
utilize. This software based evaluation will provide the team with an underst~nding of the feasibility of radio telemetry to
provide the communications needed. BC will also provide a high-level overview and evaluate options on other technologies
available, including third party networks, and detail the strengths and weaknesses as well as the implications to utilizing
these technologies for the system.
Following the evaluation, BC will facilitate a workshop at the City office to present the options to the City/CMWD and guide
the team towards an overall core technology selection moving forward. The evaluation of each of the options and the
recommended technology for remote site communications will be documented in a TM.
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Task 710: Radio Path Study
Based on the conceptual future network architecture diagram developed in the master plan, through a subcontractor, BC
will facilitate the evaluation of the use of radio communications for sites that have been selected as feasible use of radio
communications.
A preliminary software-based radio study will be developed using the terrain topology and existing site location information.
This preliminary study will evaluate the existing site conditions to determine if a radio communications system for the site is
feasible. Once a site has been evaluated and deemed feasible for radio communications use, radio test equipment will be
placed at the location of each end of each path and data will be collected to determine the radio propagation between each
location. The expected performance of the path and recommended frequency will be tested for end radio frequency (RF)
propagation and expected link performance.
Once site visits are conducted and the overall existing communications architecture is evaluated, we can determine which
sites require a radio path study. A preliminary paper study will be conducted for all sites.
Task 720: Engineers Opinion of Probable Cost
BC will develop opinions of probable cost for the communication system improvements based on findings from Task 710.
Phase 800: PLC and HMI Standards Development
The intent is to provide written standards for the implementation of field controllers (PLC's) and HMI systems to be followed
for the future SCADA projects and upgrades at the City/CMWD. Standards at the field controller level will help City/CMWD
programming maintenance personnel when it comes to updates and upgrades. Similarly, standards at the HMI level provide
a look and feel that is consistent over multiple projects. Standards at all levels facilitate training of new personnel and
maintain system documentation.
Task 800: Field Controller (PLC) level standards
BC will develop Standards for the programming requirements at the Controller level:
• Controller program naming convention and basic programming structures for all programs
• Set of standard programming block that build on the selected manufactures built-in library
• Programming blocks identified for water/wastewater industry
• When, how and procedure for programmers when they need to add to the standard library
Task 810: HMI Programming Standards
BC will develop Standards for the programming requirements at the HMI:
• Develop color concepts to be used on all screens and determine whether the "High Performance HMI" methodology
will be used
• Standardize screen navigation
• Standardize alarming requirements
• Develop examples of process layouts to be used to convey process information
Task 820: Network, Security, Redundancy, and Business & IT Arch itectural Standards
This task defines the hardware/software standards, security/network standards, emergency control centers, and business
application integration standards. In addition, this phase defines the business integration requirements, test the proof of
concept, and provide guidance during equipment installation for the production SCADA system. The network architecture
can be designed based on industry standards (i.e., NIST SP 800.82) and iFIX's inherent standard networking strengths.
During this phase, layers of security will be identified that can be bundled together to provide a cost-effective and secure
network. Consultant may assist the City/CMWD with testing the network architecture on the City/CMWD IT test bed system
and then assist City/CMWD staff in implementation
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Compensation
Compensation for services stated herein shall be as provided on an as-needed basis authorized via Task Orders. Each Task
Order prepared for authorization will include a detailed scope of work and not-to-exceed fee estimate. Work will only be
performed via task orders authorized by the City/CMWD. Invoices will be submitted monthly.
Schedule
BC shall complete the work within the time frame stated in the task order. The schedule time begins after the City/CMWD
provides a written Notice to Proceed for respective task order.
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Appendix CI I Hourly Rate Schedule
Engineer Ill
Inspector Ill Geologist;Hydrogeologist Ill Accountant IV G Senior Designer $180
Supervising Drafter Scientist Ill Administrative Manager
Supervising Illustrator
Senior Engineer Senior Geologist
H Principal Designer Hydrogeologist Senior Technical Writer $204 Senior Construction Engineer
Senior Engineer Senior Scientist
Principal Engineer Principal Geologist/
Principal Construction Engineer Hydrogeologist Corp. Contract Administrator $231
Supervising Designer Principal Scientist
Supervising Engineer Supervising Scientist
J Supervising Constr. Engineer Supervising Geologist Assistant Controller $245
Supervising Engineer Hydrogeologist
Managing Geologist
K Managing Engineer Hydrogeologist Area Bus Ops Mgr IV $267
Managing Scientist
L Chief Engineer Chief Scientist Corp. Marketing Comm. Mgr. $285 Executive Engineer Chief Geologistf Hydrogeologist
M Vice President $316
N Senior Vice President $353
0 President
Executive Vice President $353
P Chief Executive Officer $353
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