HomeMy WebLinkAbout2020-07-14; City Council; ; Master Purchase Agreements with OneSource Distributors for Supervisory Control and Data Acquisition Programmable Logic Controller EquipmentCA Review RMC
Meeting Date: July 14, 2020
To: Mayor / President and City Council / Board
From: Scott Chadwick, City Manager
Staff Contact: Stephanie Harrison, Utilities Asset Manager
stephanie.harrison@carlsbadca.gov, 760‐603‐7310
Subject: Master Purchase Agreements with OneSource Distributors for
Supervisory Control and Data Acquisition Programmable Logic Controller
Equipment
Recommended Action
1.As the Carlsbad City Council, adopt a resolution authorizing execution of a five‐year master
purchase agreement with OneSource Distributors for supervisory control and data
acquisition programmable logic controller equipment as part of Capital Improvement
Program Project No. 5542‐1 for an amount not to exceed $150,000.
2.As the Board of Directors of the Carlsbad Municipal Water District, adopt a resolution
authorizing execution of a five‐year master purchase agreement with OneSource
Distributors for supervisory control and data acquisition programmable logic controller
equipment as part of Capital Improvement Program Project No. 5542‐2 and Project No.
5542‐3, for an amount not to exceed $400,000.
Executive Summary
These resolutions would allow the city to purchase equipment needed to implement new
system identified in the 2019 SCADA Master Plan for the Utilities Department, which was
approved by Carlsbad City Council Resolution 2019‐184 and Carlsbad Municipal Water District
Board of Directors Resolution No. 1621 on Sept 17, 2019. SCADA stands for supervisory control
and data acquisition. SCADA systems are used to remotely monitor and control equipment at
water and wastewater sites, which must be monitored on a 24‐hour per day basis to assure
public health and environmental protection.
The 2019 SCADA Master Plan identified the need to replace the SCADA systems in use by the
Utilities Department to monitor the water and recycled water and wastewater systems and
established a proposed schedule and budget. Replacement of these SCADA systems includes
replacing programmable logic controller equipment at each site that is monitored by SCADA.
This equipment is used to monitor and control other equipment at remote sites. Much of the
city’s current controller equipment is at the end of its useful life and must be upgraded to work
properly.
The Utilities Department staff also recommends standardizing the system with a specific brand
of programmable logic controllers to make programming easier and more integrated. Staff
July 14, 2020 Item #11 Page 1 of 23
issued a request for proposals and a staff selection committee chose Rockwell Automation PLC
equipment as the best choice for the city. OneSource Distributors is the local distributor for
Rockwell Automation equipment.
The proposed purchasing agreement secures discount percentages over the five‐year term of
the agreement for new equipment needed for the new SCADA system. The total not‐to‐exceed
amount of the five‐year contract is $400,000 for the water district and $150,000 for the city.
The Utilities Department recommends executing an agreement with OneSource to provide
SCADA equipment at the discounted price. No purchases are being made at this time. The city
manager or the water district’s executive manager may extend the agreement on behalf of the
city or water district, respectively, for two additional five‐year periods, at a cost not to exceed
$100,000 per agreement year.
Discussion
Reliable water and wastewater services are vital for protection of human health and safety and
environmental protection. The Carlsbad Municipal Water District’s water system and the city’s
wastewater system, which are both managed and operated by city Utilities Department staff,
are comprised of intricate networks of pipes, pump and lift stations, tanks and reservoirs and
pressure‐reducing stations that control the flow of water and wastewater. Maintaining reliable
water service requires continually balancing water pressure, water quality and water levels.
Equipment such as pumps and grinders must operate correctly to efficiently and safely convey
wastewater to the Encina Wastewater Treatment Plant and strictly manage the amount of flow
through lift stations to prevent spills. The Utilities Department uses SCADA systems to remotely
monitor the water and wastewater systems to make sure that everything is working properly.
Without the SCADA systems, the Utilities Department would have to travel to each site to
perform the monitoring functions manually. The SCADA systems must be monitored on a 24‐
hour per‐day basis to assure public health and environmental protection.
The current SCADA systems used by the Utilities Department to monitor the water and recycled
water systems have been largely custom built over the last 25 years. It’s hard to find
programmers who can work on the aging system and it will soon no longer be supportable.
Additionally, this water district system, and a separate system used by the city for wastewater,
lack the modern functionality needed to efficiently and effectively operate these critical
infrastructure systems, gather data needed for decision making and regulatory reporting and
provide system security.
In July 2018, the city and the water district jointly issued a request for proposals for master
service agreements for the programmable logic controller equipment needed to monitor and
control the equipment at remote water and wastewater sites. This equipment communicates
with a software system by providing system updates to water operators, which allow operators
to move water around the district. The equipment also provides alerts and alarms when
conditions at sites deviate from set parameters. For example, if a reservoir has a low water
level, operators can use SCADA to fill it, or if water pressure suddenly falls in an area, or
wastewater levels rise above set levels at a station, the programmable logic controller are the
mechanisms that alert water or wastewater operators to these conditions.
July 14, 2020 Item #11 Page 2 of 23
Four proposals were received through the RFP process, and copies were distributed to a
selection panel made up of staff from the Utilities Department and the city’s Information
Technology Department. This panel reviewed and ranked the applicants’ qualifications,
negotiated with the applicants and ultimately rated Rockwell Automation’s programmable logic
controller equipment as best meeting the city’s needs. As noted above, OneSource is the local
distributor for Rockwell Automation.
Staff recommends a five‐year agreement term because staff expects implementing a new
SCADA system for both water and wastewater will take up to five years to complete, and
because programmable logic controller equipment will be purchased intermittently during this
five‐year period.
Fiscal Analysis
The agreements with OneSource are in an amount not to exceed $400,000 for the water district
and $150,000 for the city. Sufficient funds to pay for this agreement are budgeted in Capital
Improvement Plan Project 5542‐1 ($150,000), CIP Project No. 5542‐2 ($300,000) and CIP Project
No. 5542‐3 ($100,000).
INTEGRATED SCADA MASTER PLAN PROJECT
CIP PROJECT NO. 5542
Current appropriation $2,870,000
Current expenditures and encumbrances $730,880
TOTAL AVAILABLE $2,139,120
ADDITIONAL PROJECT COSTS
Master purchase agreements $550,000
TOTAL ESTIMATED ADDITIONAL PROJECT COSTS $550,000
REMAINING APPROPRIATION AVAILABLE $1,589,120
Next Steps
With the council’s approval, Utilities Department staff will work with a consultant to develop
the design for the wastewater portion of the SCADA system. Once that is complete, and prior to
construction, programmable logic controller equipment will be purchased for that portion of
the project. The water and recycled water SCADA system will be replaced after the wastewater
portion is complete.
Environmental Evaluation (CEQA)
The project is exempt from the California Environmental Quality Act under CEQA Guidelines
Section 15301(b) – repair and maintenance of existing facilities of public utility
services involving negligible or no expansion of use.
Public Notification
Public notice of this item was posted in accordance with the Ralph M. Brown Act and it was
available for public viewing and review at least 72 hours prior to the scheduled meeting date.
July 14, 2020 Item #11 Page 3 of 23
Exhibits
1. City Council resolution
2. Carlsbad Municipal Water District Board resolution
July 14, 2020 Item #11 Page 4 of 23
EXHIBIT 1
RESOLUTION NO. 2020-142
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, AUTHORIZING EXECUTION OF A 5-YEAR MASTER PURCHASE
AGREEMENT WITH ONESOURCE DISTRIBUTORS FOR SUPERVISORY
CONTROL AND DATA ACQUISITION (SCADA) PROGRAMMABLE LOGIC
CONTROLLER EQUIPMENT AS PART OF CAPITAL IMPROVEMENT PROGRAM
PROJECT NO. 5542-1 IN AN AMOUNT NOT TO EXCEED $150,000.
WHEREAS, the City Council in the City of Carlsbad, California has determined that the city would
benefit from a master purchase agreement that secures an agreed upon discount for SCADA
programmable logic controller equipment over a five-year term to support implementation of a new
wastewater SCADA system; and
WHEREAS, the city solicited a request for proposals for master agreements for programmable
logic controllers; and
WHEREAS, staff has received a total of four proposals to the request for proposals and has
conducted a qualifications-based evaluation of the four proposals in accordance with Carlsbad
Municipal Code Section 3.28.050(C) and has identified Rockwell Automation programmable logic
controller equipment as best meeting the needs identified; and
WHEREAS, OneSource Distributors is the local distributor for Rockwell Automation
programmable logic controller equipment; and
WHEREAS, there is sufficient funding in the Capital Improvement Program, Project No. 5542-1
to complete purchases under the not-to-exceed amount of $150,000 for the proposed master purchase
agreement.
NOW, THEREFORE, BE IT RESOLVED by the City Council in the City of Carlsbad, California, as
follows:
1. That the above recitations are true and correct.
2. That the mayor is authorized and directed to execute the agreement with OneSource
Distributors to provide wastewater SCADA programmable logic controller equipment at an agreed
upon discount in an amount not to exceed $150,000, which is attached hereto as Attachment A.
3. The city manager is authorized to amend the Agreement to extend it for two (2)
additional five (5) year periods or parts thereof in an amount not to exceed $100,000 per Agreement
year.
July 14, 2020 Item #11 Page 5 of 23
EXHIBIT 1
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of
Carlsbad on the 14th day of July 2020, by the following vote, to wit:
AYES: Hall, Blackburn, Bhat-Patel, Schumacher.
NAYS: None.
ABSENT: None. -11(ev,a1-/14#
MATT HALL, Mayor
BARBARA ENGLESON, City Clerk
(SEAL)
July 14, 2020 Item #11 Page 6 of 23
ATTACHMENT A to
EXHIBIT 1
PSA20-854UTIL
MASTER PURCHASE AGREEMENT FOR ROCKWELL SCADA PLC EQUIPMENT
ONESOURCE DISTRIBUTORS, A SONEPAR COMPANY
THIS AGREEMENT is made and entered into as of the j day of
, 2020, by and between the CITY OF CARLSBAD, a municipal
corporation, hereinafter referred to as "City", and ONESOURCE DISTRIBUTORS, LLC, a
Delaware limited liability company, hereinafter referred to as "Seller."
RECITALS
A. The parties to this Agreement will purchase from Seller and Seller will sell to City,
Rockwell SCADA PLC equipment during the term of this Agreement.
B. To expedite these contemplated purchases, the parties are willing to enter into this
exclusive Agreement that sets forth the terms and conditions that will govern all such transactions
between them.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, City and Seller agree as follows:
1. Definitions
1.1. Buyer. With respect to purchase orders issued by City, the term "Buyer" means
City of Carlsbad.
1.2. Products. The term "Product" means those goods listed in Table 1 for which Buyer
issues to Seller a purchase order during the term of this Agreement. Products and specified terms
are described in Table 1 and Exhibit "A" — Request for Bid, which are attached hereto and
incorporated herein by this reference in accordance with the terms and conditions set forth in this
Agreement. In the event of an inconsistency between the Product description of Table 1 and
Exhibit "A", the inconsistency will be resolved with Exhibit "A" taking precedence.
2. Issuance of Purchase Orders. Buyer may issue purchase orders to Seller from time to
time for the purchase of Products. Each purchase order shall contain a description of the Products
ordered, the quantities and prices, the terms and place of delivery, and will reference City of
Carlsbad Bid # FRFP19-48UTIL. Every purchase order issued by Buyer to Seller following the date
of this Agreement and bearing such a notation shall be governed by and be deemed to include
the provisions of this Agreement, Exhibit "A" or the placed purchase order, the inconsistency will
be resolved in the following descending order of precedence: (1) this Agreement, (2) Exhibit "A",
and (3) the purchase order.
The City will indicate its specific requirements on its purchase order documents including
but not limited to delivery address and instructions. There will be no minimum order and all items
must be available for the term of this Agreement. All items will be delivered F.O.B. Destination,
Freight Prepaid and Allowed, and at the prices set forth in Table 1.
3. Term. This Agreement will be effective for a period of five (5) years from the date first
above written. The total amount for the purchase of ROCKWELL SCADA PLC EQUIPMENT over
the five (5) year period shall not exceed one hundred fifty thousand dollars ($150,000).
The City Manager may amend the Agreement to extend it for two (2) additional five (5)
year period or parts thereof in an amount not to exceed $100,000 per Agreement year. Extensions
1 City Attorney Approved Version 1/17/18
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ONESOURCE DISTRIBUTORS, LLC, a
Delaware limited liability company
By:
PSA20-854UTIL
16. Amendments. This Agreement may be amended by mutual consent of the City and
Contractor. Any amendment will be in writing, signed by both parties, with a statement of estimated
changes in charges or time schedule.
17. Authority. The individuals executing this Agreement and the instruments referenced in it
on behalf of Seller each represent and warrant that they have the legal power, right and actual
authority to bind Seller to the terms and conditions of this Agreement.
Executed by Contractor this c) day of , 2020.
SELLER CITY OF CARLSBAD, a municipal
corporation of the State of California
By: etif/a(
(sign here) Matt Hall, Mayor
SVIc‘uu ex -6o cc/V y,-{- ôt
(print name/title) c‘I'? S ATTEST:
By:
- tC-JC1,
(sign here) here) Barbara Engleson, City Clerk
(print name/title)
Proper notarial acknowledgment of execution by Contractor must be attached. If a corporation,
Agreement must be signed by one corporate officer from each of the following two groups:
Group A Group B
Chairman, Secretary,
President, or Assistant Secretary,
Vice-President CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or assistant
secretary under corporate seal empowering the officer(s) signing to bind the corporation.
CITY OF CARLSBAD, a municipal corporation of the State of California
APPROVED AS TO FORM:
CELIA A. BREWER, City Attorney
BY: (j14/11i;ei /6- matith/z___-
Degaty City Attorney
71-wr
't TA.k_\(\k\
5 City Attorney Approved Version 9/27/17
July 14, 2020 Item #11 Page 11 of 23
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EXHIBIT 2
RESOLUTION NO. 1642
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE CARLSBAD
MUNICIPAL WATER DISTRICT, AUTHORIZING EXECUTION OF A 5-YEAR
MASTER PURCHASE AGREEMENT WITH ONESOURCE DISTRIBUTORS FOR
SUPERVISORY CONTROL AND DATA ACQUISITION (SCADA)
PROGRAMMABLE LOGIC CONTROLLER EQUIPMENT AS PART OF CAPITAL
IMPROVEMENT PROGRAM, PROJECT NO. 5542-2 AND 5542-3, IN AN
AMOUNT NOT TO EXCEED $400,000.
WHEREAS, the Board of Directors of the Carlsbad Municipal Water District (CMWD) has
determined that CMWD would benefit from a master purchase agreement that secures an agreed upon
discount for SCADA PLC equipment over a five-year term to support the implementation of a new
SCADA system for potable and recycled water; and
WHEREAS, CMWD solicited request for proposals for master agreements for programmable
logic controllers; and
WHEREAS, staff has received a total of four proposals to the request for proposals and has
conducted a qualifications-based evaluation of the four proposals in accordance with Carlsbad
Municipal Code Section 3.28.050(C) and has identified Rockwell Automation programmable logic
controller equipment as best meeting the needs identified; and
WHEREAS, OneSource Distributors is the local distributor for Rockwell Automation
programmable logic controller equipment; and
WHEREAS, there is sufficient funding in the Capital Improvement Program (CIP), Project No.
5542-2 ($300,000) and CIP Project No. 5542-3 ($100,000) to complete purchases under the not-to-
exceed amount of $400,000 for the proposed Master Purchase Agreement.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Carlsbad Municipal Water
District in the City of Carlsbad, California, as follows:
1. That the above recitations are true and correct.
2. That the president is authorized and directed to execute the agreement with OneSource
Distributors to provide water SCADA programmable logic controller equipment at agreed upon
discount in an amount not to exceed $400,000, which is attached hereto as Attachment A.
3. That the executive manager may amend the Agreement to extend it for two (2)
additional five (5) year periods or parts thereof in an amount not to exceed $100,000 per Agreement
year.
July 14, 2020 Item #11 Page 15 of 23
EXHIBIT 2
PASSED, APPROVED AND ADOPTED at a Special Meeting of the Board of Directors of the
Carlsbad Municipal Water District in the City of Carlsbad, California on the 14th day of July 2020, by the
following vote, to wit:
AYES: Hall, Blackburn, Bhat-Patel, Schumacher.
NAYS: None.
ABSENT: None. air/12-41
MATT HALL, PRESIDENT
BARBARA ENGLESON, StCRETARY
(SEAL)
July 14, 2020 Item #11 Page 16 of 23
ATTACHMENT A to
EXHIBIT 2
PSA20-1077UTIL
MASTER PURCHASE AGREEMENT FOR ROCKWELL SCADA PLC EQUIPMENT
ONESOURCE DISTRIBUTORS, A SONEPAR COMPANY
THIS AGREEMENT is made and entered into as of the day of
, 2020, by and between the CARLSBAD MUNICIPAL WATER DISTRICT,
a municipal corporation, hereinafter referred to as "CMWD", and ONESOURCE DISTRIBUTORS,
LLC, a Delaware limited liability company, hereinafter referred to as "Seller."
RECITALS
A. The parties to this Agreement will purchase from Seller and Seller will sell to
CWMD, Rockwell SCADA PLC equipment during the term of this Agreement.
B. To expedite these contemplated purchases, the parties are willing to enter into this
exclusive Agreement that sets forth the terms and conditions that will govern all such transactions
between them.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, CMWD and Seller agree as follows:
1. Definitions
1.1. Buyer. With respect to purchase orders issued by CMWD, the term "Buyer" means
Carlsbad Municipal Water District.
1.2. Products. The term "Product" means those goods listed in Table 1 for which Buyer
issues to Seller a purchase order during the term of this Agreement. Products and specified terms
are described in Table 1 and Exhibit "A" — Request for Bid, which are attached hereto and
incorporated herein by this reference in accordance with the terms and conditions set forth in this
Agreement. In the event of an inconsistency between the Product description of Table 1 and
Exhibit "A", the inconsistency will be resolved with Exhibit "A" taking precedence.
2. Issuance of Purchase Orders. Buyer may issue purchase orders to Seller from time to
time for the purchase of Products. Each purchase order shall contain a description of the Products
ordered, the quantities and prices, the terms and place of delivery, and will reference Carlsbad
Municipal Water District Bid # RFP19-48UTIL. Every purchase order issued by Buyer to Seller
following the date of this Agreement and bearing such a notation shall be governed by and be
deemed to include the provisions of this Agreement, Exhibit "A" or the placed purchase order, the
inconsistency will be resolved in the following descending order of precedence: (1) this
Agreement, (2) Exhibit "A", and (3) the purchase order.
The CMWD will indicate its specific requirements on its purchase order documents
including but not limited to delivery address and instructions. There will be no minimum order and
all items must be available for the term of this Agreement. All items will be delivered F.O.B.
Destination, Freight Prepaid and Allowed, and at the prices set forth in Table 1.
3. Term. This Agreement will be effective for a period of five (5) years from the date first
above written. The total amount for the purchase of ROCKWELL SCADA PLC EQUIPMENT over
the five (5) year period shall not exceed four hundred thousand dollars ($400,000).
The Executive Manager may amend the Agreement to extend it for two (2) additional five
(5) year period or parts thereof in an amount not to exceed $100,000 per Agreement year.
1 General Counsel Approved Version 1/17/18
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PSA20-1077UTIL
16. Amendments. This Agreement may be amended by mutual consent of CMWD and
Contractor. Any amendment will be in writing, signed by both parties, with a statement of estimated
changes in charges or time schedule.
17. Authority. The individuals executing this Agreement and the instruments referenced in it
on behalf of Seller each represent and warrant that they have the legal power, right and actual
authority to bind Seller to the terms and conditions of this Agreement.
17 " /11 e. in Executed by Contractor this day of L , 2020.
SELLER
ONESOURCE DISTRIBUTORS, LLC, a
Delaware limited liability company
CARLSBAD MUNICIPAL WATER
DISTRICT, a municipal corporation of the
State of California
By: By: olf/
(sign here) Matt Hall, President
tAj t,,A. '113)Ocile-kar L)7
(print name/title) ATTEST:
By:
(--)CL--PONa-A-c:\
(sign here)
(5-
Barbara Engleson, Secretary
(print name/title)
Proper notarial acknowledgment of execution by Contractor must be attached. If a corporation,
Agreement must be signed by one corporate officer from each of the following two groups:
Group A Group B
Chairman, Secretary,
President, or Assistant Secretary,
Vice-President CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or assistant
secretary under corporate seal empowering the officer(s) signing to bind the corporation.
CARLSBAD MUNICIPAL WATER DISTRICT, a municipal corporation of the State of California
APPROVED AS TO FORM:
CELIA A. BREWER, General Counsel
-
BY: (//1,1441/-, , f71,1///t--- -
Assistant General Counse
5 General Counsel Approved Version 9/27/17
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