HomeMy WebLinkAbout2024-01-09; City Council; ; Agreement for System Integrator Services to Replace the Water and Wastewater Supervisory Control and Data Acquisition SystemsCA Review GH
Meeting Date: Jan. 9, 2024
To: Mayor/President and City Council/Board Members
From: Scott Chadwick, City Manager/Executive Manager
Staff Contact: Stephanie Harrison, Utilities Technical Services Manager
stephanie.harrison@carlsbadca.gov, 442-339-2310
Vicki Quiram, Utilities Director/General Manager
vicki.quiram@carlsbadca.gov, 442-339-2307
Subject: Agreement for System Integrator Services to Replace the Water and
Wastewater Supervisory Control and Data Acquisition Systems
Districts: All
Recommended Actions
1.Adopt a Carlsbad Municipal Water District Board of Directors resolution approving a
professional services agreement with Partners in Control, Inc., doing business as Enterprise
Automation, for system integrator services for Phase 1 of the project to replace the water
and wastewater Supervisory Control and Data Acquisition Systems.
2.Adopt a City Council resolution authorizing the use of the sewer replacement fund for the
city’s portion of a professional services agreement with Partners in Control, Inc., doing
business as Enterprise Automation, for system integrator services for Phase 1 of the project
to replace the water and wastewater Supervisory Control and Data Acquisition Systems.
Executive Summary
Reliable water and wastewater services are vital for the protection of human health, safety and
the environment. The Carlsbad Municipal Water District’s water system and the city’s
wastewater system are comprised of an intricate network of pipes, pumps and lift stations,
tanks and reservoirs, and pressure-reducing stations that control the flow of water and
wastewater. Given their complexity, these systems must be monitored on a 24-hour per day
basis to ensure public health and environmental protection.
Supervisory Control and Data Acquisition, or SCADA, systems are used by water and
wastewater utilities to remotely monitor and control equipment. In addition, the systems
gather critical data to ensure that the equipment is operating efficiently, and that water and
wastewater are flowing properly.
Technology has changed rapidly over the last decade. The current SCADA systems have been
largely custom built over the last 25 years and are now mostly obsolete. It is hard to find
programmers that can work on the systems and soon they will no longer be supportable. The
Jan. 9, 2024 Item #7 Page 1 of 80
JOINT CI TY c,o u NCIL AND
CARLSBAID ,MUNICI PA l WATER DISTRI CT
Staff Report
SCADA hardware and the electrical components at both the water and wastewater sites have
exceeded their life expectancy. Additionally, the current SCADA systems (for both the water the
CMWD provides and the city’s wastewater) lack the modern functionality needed to operate
these critical infrastructure systems efficiently and effectively, gather data needed for decision-
making and regulatory reporting, and provide system security.
In 2019, the CMWD Board and the City Council approved the SCADA Master Plan, which
proposed replacing the SCADA systems currently used for the water and wastewater systems
with a new, combined system that is comprised of advanced technology, improved security,
more comprehensive monitoring and control of the water and wastewater systems and the
ability to integrate with other enterprise systems, resulting in reliable and more effective and
efficient operation of the water and sewer infrastructure systems.
Staff have been following the direction in the SCADA Master Plan and are now ready to move
forward with Phase 1 of the project by contracting with a system integrator for the
programming component of the new system.
Staff request that the CMWD Board approve a professional services agreement with Partners in
Control, Inc., doing business as Enterprise Automation, for $2,221,288 for system integrator
services to replace the water and wastewater SCADA systems and that the City Council
authorize the use of the sewer replacement fund for $377,619 of this total amount for the pro
rata wastewater portion of the contract.
Carlsbad Municipal Code Section 3.28.080(I) provides that only the CMWD Board has the
authority to authorize for this agreement because the cost exceeds $100,000 per agreement
year. Additionally, consistent with Carlsbad Municipal Code Section 3.28.040(D), the City
Council must approve the procurement for the city’s share of costs associated with the services
related to the sewer system for the agreement, because the city’s costs exceed $100,000 per
agreement year.
Funding for this agreement is available in the budgets for these projects, so no additional
appropriation is required.
Explanation & Analysis
The vision for the new SCADA system, which was identified in the 2019 SCADA Master Plan, is
“to have a uniform, fully integrated SCADA system that supports utility-wide business
intelligence to optimize operations and provide flexibility for future growth and adaptability as
a smart utility.”
A SCADA system consists of both software and hardware components, as well as a
communications network. The hardware installed at water and wastewater sites monitors
equipment such as valves, pumps, generators and motors and sends real-time data to the
software, which interprets the data and displays the information to water and wastewater
operators in a graphical format. Operators can quickly and easily see what is going on with
equipment and conditions in the water and wastewater systems and can make changes or issue
control commands in the software which are sent out to the equipment.
A SCADA system can collect many different types of data, such as temperature, pump running
times, pressure and levels of water or wastewater, depending on what is important to the
Jan. 9, 2024 Item #7 Page 2 of 80
agency. This allows the operators to monitor the water and wastewater systems and use the
data to keep track of equipment efficiency, receive alarms if problems arise, respond to
emerging issues and make changes to how the equipment is operating, all without having to be
physically on site.
The SCADA replacement project will be done in two phases. Phase 1 will consist of the work
that needs to be done prior to construction and includes determining where the software,
network and security planning, design and development will occur. Phase 2 will be the
construction phase, in which the instrumentation for monitoring and controlling equipment will
be installed at each site. There will be overlap between the two phases, because making each
site live involves making sure that the software and the instrumentation can communicate
correctly after it is installed.
Developing and implementing Phase 1 of the SCADA system replacement involves:
• Gathering requirements for the project
• Working with the Information Technology Department to identify the network design
and a cybersecurity plan
• Designing software screens, reports and alarms
• Developing programs for the equipment that will be installed at each site,
documentation and testing
Staff require the assistance of a system integrator to perform these tasks because this is a
complex project and requires more resources and expertise than staff have available for a
successful and timely implementation.
The SCADA system will be replaced at 54 locations citywide: 45 water and recycled water sites
and nine wastewater lift stations. The system integrator will be able to provide a team of
experienced SCADA staff to deliver a system in a timely manner that meets the CMWD and the
city’s needs and provides better monitoring and control capabilities than the current systems.
A competitive bidding process was conducted and, after a best-value evaluation by staff,
Partners in Control, Inc., doing business as Enterprise Automation, was selected as the system
integrator that would best meet the needs of the project. The three proposals received in
response to the Request for Proposals were evaluated based on the criteria specified in the
request, including qualifications, technical approach and methodology, demonstrated ability on
similar projects, references and a local presence.
Partners in Control’s proposal indicated an advanced level of understanding of SCADA system
design and implementation and showed the highest level of understanding of what is needed
from the new system. Its proposed scope and project methodology were considered by the
evaluation team to be the most complete and therefore the most likely to give the desired
results and quality, with minimal concerns of exceeding the schedule or budget. Its proposal
addresses the minimum tasks outlined in the request for proposals and includes additional
items that the team believes are important for the successful implementation of the project.
Staff request that the CMWD Board approve a professional services agreement with Partners in
Control, Inc., doing business as Enterprise Automation, for $2,221,288 for Phase 1, system
integrator services for the project to replace the water and wastewater SCADA systems, and
Jan. 9, 2024 Item #7 Page 3 of 80
that the City Council authorize the use of $377,619 of the sewer replacement fund for the
wastewater portion of the agreement.
Fiscal Analysis
This project is budgeted in Capital Improvement Program Project Nos. 5542-1 for $377,619,
5542-2 for $1,532,689, and 5542-3 for $310,980, which are respectively funded by the Sewer
Replacement Fund, Water Replacement Fund and Recycled Water Replacement Fund. There
are sufficient appropriations to complete this phase of the project.
SCADA Improvements Project
CIP Project Nos. 5542-1, 5542-2, 5542-3
Total appropriations to date $16,226,898
Total expenditures and encumbrances to date -$1,509,655
Total available funds $14,717,243
Phase 1 - System integrator services – (CIP Project No. 5542-1, sewer
replacement fund) -$377,619
Phase 1 - System integrator services – (CIP Project No. 5542-2, water
replacement fund) -$1,532,689
Phase 1 - System integrator services – (CIP Project No. 5542-3, recycled
water replacement fund) -$310,980
Total Phase 1 - System integrator services -$2,221,288
Administrative and staff costs (estimated) -$400,000
Total Phase 1 project costs (estimated) -$2,621,288
Remaining balance $12,095,955
Additional appropriation needed $0
Next Steps
Upon approval by the CMWD Board, the President will execute a professional services
agreement with Partners in Control, Inc., doing business as Enterprise Automation. Staff will
then work with Enterprise Automation project manager to develop a firm project schedule,
schedule a kickoff meeting and start the project.
Staff plan to return to the CMWD Board and City Council in early 2024 to request authorization
to bid for Phase 2 of the project, which involves construction.
Environmental Evaluation
This action to approve a professional services agreement for system integrator services for the
water and wastewater SCADA systems does not constitute a project within the meaning of the
California Environmental Quality Act under California Public Resources Code Section 21065 in
that it has no potential to cause either a direct physical change or a reasonably foreseeable
indirect physical change in the environment.
Exhibits
1. Carlsbad Municipal Water District Board resolution
2. City Council resolution
Jan. 9, 2024 Item #7 Page 4 of 80
RESOLUTION NO. 1726
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE CARLSBAD
MUNICIPAL WATER DISTRICT, APPROVING A PROFESSIONAL SERVICES
AGREEMENT WITH PARTNERS IN CONTROL, INC., DOING BUSINESS AS
ENTERPRISE AUTOMATION, FOR SYSTEM INTEGRATOR SERVICES FOR
PHASE 1 OF THE PROJECT TO REPLACE THE WATER AND WASTEWATER
SUPERVISORY CONTROL AND DATA ACQUISITION SYSTEMS
WHEREAS, in 2019, the Carlsbad Municipal Water District, or CMWD, Board of Directors
approved the Supervisory Control and Data Acquisition, or SCADA, Master Plan and determined that
the water and wastewater SCADA systems need to be replaced; and
WHEREAS, the CMWD issued a request for proposals for system integrator services to complete
the programming portion of the SCA DA replacement project; and
WHEREAS, staff received a total of three proposals in response to the request for proposals for
and have conducted a qualifications-based evaluation of the three proposals in accordance with
Carlsbad Municipal Code, or CMC, Section 3.28.050((); and
WHEREAS, staff have identified Partners in Control, Inc. DBA Enterprise Automation as best
meeting the needs identified; and
WHEREAS, sufficient funding is available in the Capital Improvement Program Project Nos.
5542-1, 5542-2 and 5542-3; and
WHEREAS, CMC Sections 3.28.080(C) and 3.28.080(1)(6) require the CMWD Board to award all
formally bid contracts when the value exceeds $200,000.
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 is authorized and directed to execute the agreement with Partners
in Control, Inc. DBA Enterprise Automation to provide system integrator services for the
water and wastewater SCADA replacement project in an amount not to exceed
$2,221,288, which is attached hereto as Attachment A.
3.That the Executive Manager or designee is authorized to sign all other documents
necessary to finalize, implement and comply with the agreement in Attachment A,
subject to the approval by the General Counsel.
Exhibit 1
Jan. 9, 2024 Item #7 Page 5 of 80
PASSED, APPROVED AND ADOPTED at a Special Meeting of the Carlsbad Municipal Water
District Board of the City of Carlsbad on the 9th day of January, 2024, by the following vote, to wit:
AYES:
NAYS:
ABSTAIN:
ABSENT:
Blackburn, Bhat-Patel, Acosta, Burkholder, Luna.
None.
None.
None.
KEITH BLACKBURN, President
SHERRY FREISINGER, Secretary
(SEAL)
Jan. 9, 2024 Item #7 Page 6 of 80
OocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28O87910O
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AGREEMENT FOR SYSTEM INTEGRATOR SERVICES FOR THE WATER AND WASTEWATER SUPERVISORY
CONTROL AND DATA ACQUISITION SYSTEM REPLACEMENT
PARTNERS IN CONTROL, INC. DBA ENTERPRISE AUTOMATION
THIS AGREEMENT is made and entered into as of the \� day of
J":��l(,t r� , 2024, by and between the Carlsbad Municipal Water District, a public agency
organized und � the Municipal Water Act of 1911, and a subsidiary district of the City of Carlsbad,
California, ("CMWD"), and Partners in Control, Inc., a California corporation, dba Enterprise Automation
("Contractor").
RECITALS
A.CMWD requires the professional services of a consultant that is experienced in system
integrator services for water and wastewater scada systems.
B.Contractor has the necessary experience in providing professional services and advice
related to system integrator services for water and wastewater scad.a systems_._
C.Contractor has submitted a proposal to CMWD under Request for Proposals No. RFP23-
203SUTIL and has affirmed its willingness and ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein,
CMWD and Contractor agree as follows:
1.SCOPE OF WORK
CMWD retains Contractor to perform, and Contractor agrees to render, those services (the "Services")
that are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this
Agreement's terms and conditions.
2.STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional care and skill
customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan
Southern California Area and will use reasonable diligence and best judgment while exercising its
professional skill and expertise.
3.TERM
The term of this Agreement will be effective for a period of three (3) years from the date first above
written. The Executive Manager may amend the Agreement to extend it for three (3) additional one (1) year periods or parts thereof. Extensions will be based upon a satisfactory review of Contractor's
performance, CMWD needs, and appropriation of funds by the CMWD Board of Directors. The parties will
prepare a written amendment indicating the effective date and length of the extended Agreement.
4.TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
5.COMPENSATION
The total fee payable for the Services to be performed during the initial Agreement term shall not exceed
two million two hundred twenty-one thousand two hundred eighty-eight dollars ($2,221,288). No other
compensation for the Services will be allowed except for items covered by subsequent amendments to
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Attachment A
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this Agreement. If CMWD elects to extend the Agreement, the amount shall not exceed two hundred
thousand dollars ($200,000) per Agreement year.
Work will be performed on a time and materials basis and invoices will be sent monthly. Invoice terms
will be Net 30. If CMWD disputes an invoice or any portion thereof, the undisputed portion shall be paid
to Contractor based on the terms of this agreement.
Hourly rates may escalate by no more than three (3%) percent every twelve (12) months, starting January
1, 2025. Contractor will provide CMWD with an updated rate sheet thirty (30) days in advance of any rate
increases.
6.CONSTRUCTION MANAGEMENT SOFTWARE
Procore Project Management and Collaboration System. This project may utilize the Owner's Procore
{www.procore.com) online project management and document control platform. The intent of utilizing
Procore is to reduce cost and schedule risk, improve quality and safety, and maintain a healthy team
dynamic by improving information flow, reducing non-productive activities, reducing rework and
decreasing turnaround times. The Contractor is required to create a free web-based Procore user
account(s) and utilize web-based training / tutorials (as needed) to become familiar with the system.
Unless the Engineer approves otherwise, the Contractor shall process all project documents through
Procore because this platform will be used to submit, track, distribute and collaborate on project. If
unfamiliar or not otherwise trained with Procore, Contractor and applicable team members shall
complete a free training certification course located at http:ljlearn.procore.com/procore-certification
subcontractor. The Contractor is responsible for attaining their own Procore support, as needed, either
through the online training or reaching out to the Procore support team. It will be the responsibility of the
Contractor to regularly check Proco re and review updated documents as they are added. There will be no
cost to the Contractor for use of Procore.
It is recommended that the Contractor provide mobile access for Windows, iOS located at
https://apps.apple.com/us/app/procore-construction-management/id374930542 or Android devices
located at https://play.google.com/store/apps/details?id=com.procore.activities with the Procore App
installed to at least one on-site individual to provide real-time access to current posted drawings,
specifications, RFls, submittals, schedules, change orders, project documents, as well as any deficient
observations or punch list items. Providing mobile access will improve communication, efficiency, and
productivity for all parties. The use of Procore for project management does not relieve the contractor of
any other requirements as may be specified in the contract documents.
7.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
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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.
8.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.
9.OTHER CONTRACTORS
CMWD reserves the right to employ other Contractors in connection with the Services.
10.INDEMNIFICATION
Contractor agrees to indemnify and hold harmless CMWD and the City of Carlsbad, their officers, officials,
employees and volunteers from and against all claims, damages, losses and expenses including attorneys'
fees arising out of the performance of the work described herein caused by any negligence, recklessness,
or willful misconduct 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.
11.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.
11.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits
indicated below, unless the Risk Manager or Executive Manager 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,
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Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's
sole expense.
11.1.1 Commercial General Liability (CGL) Insurance. Insurance written on an "occurrence"
basis, including personal & advertising injury, with limits no less than $5,000,000 per occurrence. If a
general aggregate limit applies, either the general aggregate limit shall apply separately to this
project/location or the general aggregate limit shall be twice the required occurrence limit.
11.1.2 Automobile Liability (if the use of an automobile is involved for Contractor's work for
CMWD). $2,000,000 combined single-limit per accident for bodily injury and property damage.
11.1.3 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.
11.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor's
profession with limits of not less than $2,000,000 per claim. Coverage must be maintained for a period of
five (5) years following the date of completion of the work.
11.1.5 Cyber Liability. Cyber Liability with limits of not less than $5,000,000 per occurrence
or claim with a $5,000,000 aggregate and must be maintained for five (5) years following the date of
Agreement termination.
11.2. Additional Provisions. Contractor will ensure that the policies of insurance required under this
Agreement contain, or are endorsed to contain, the following provisions:
11.2.1 CMWD will be named as an additional insured on Commercial General Liability
which shall provide primary coverage to CMWD.
11.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which
will be written as claims-made coverage.
11.2.3 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.
11.3 Providing Certificates of Insurance and Endorsements. Prior to CMWD's execution of this
Agreement, Contractor will furnish certificates of insurance and endorsements to CMWD.
11.4 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.
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12.BUSINESS LICENSE
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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.
13.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.
14.OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors pursuant t9 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.
15.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.
16.NOTICES
The name of the persons who are authorized to give written notices or to receive written notice on behalf
of CMWD and on behalf of Contractor under this Agreement.
ForCMWD For Contractor
Name Stephanie Harrison Name Luke Stephenson
Utilities Technical Services
Title Manager Title Business Director
Carlsbad Municipal Water District Address 9050 Irvine Center Drive
Address 5950 El Camino Real Irvine, CA 92618
Carlsbad, CA 92008 Phone (949)769-6000 x118
Phone (442)339-2310 E-mail luke.stephenson@eaintegrator.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.
17.CONFLICT OF INTEREST
Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with the
requirements of the CMWD Conflict of Interest Code. The Contractor shall report investments or interests
as required in the CMWD Conflict of Interest Code.
Yes □ No �
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18.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 that the services required by this Agreement.
19.DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting
discrimination and harassment.
20.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 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.
21.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 (S) 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.
CMWD may terminate this Agreement by tendering thirty (30) days written notice to Contractor.
Contractor may terminate this Agreement by tendering sixty (60) days written notice to CMWD. In the
event of termination of this Agreement by either party 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.
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22.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.
23.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 CMWD to terminate this Agreement.
24.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.
25.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.
26.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.
27.AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor
each represent and warrant that they have the legal power, right and actual authority to bind Contractor
to the terms and conditions of this Agreement.
General Counsel Approved Version 5/25/2023
Page 7
Jan. 9, 2024 Item #7#7 Page 13 of 80
DocuSign Envelope ID: 941C08FF-824F-4745-A658-00D28DB7910D
CONTRACTOR PARTNERS IN CONTROL, INC., a California corporation, dba ENTERPRISE AUTOMATION
By: (sign here) Josh Riley, President (print name/title)
By:
(sign here) Preston Hopson, Secretary (print name/title)
PSA24-2318UTIL
CARLSBAD MUNICIPAL WATER DISTRICT, a Public Agency organized under the Municipal Water Act of 1911 and a Subsidiary District of the City of pr adBy:l l �EITH BLACKBURN, President
ATTEST:
for SHERRY FREI SINGER, Secretary
If required by CMWD, proper notarial acknowledgment of execution by contractor must be attached. !f..E. corporation. Agreement must be signed by one corporate officer from each of the following two groups.
Group A Chairman, President, orVice-President
Group B Secretary, Assistant Secretary, 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.
APPROVED AS TO FORM:CINDIE K. McMAHON, General Counsel By: ___ t:;i._lA4-_fu.rvu __ ia.. ___ _ Deputy General Counsel
General Counsel Approved Version 5/25/2023
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Jan. 9, 2024 Item #7#7 Page 14 of 80
PSA24-2318UTIL
General Counsel Approved Version 5/25/2023
Page 9 of 9
EXHIBIT “A”
SCOPE OF SERVICES
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Jan. 9, 2024 Item #7 Page 15 of 80
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com Page Number: 1 of 39
Scope of Work
SCADA Replacement Project
v.4.0.0
PROJECT NUMBER: EA23CWD037
Prepared for: On:
Carlsbad Municipal Water District September 27, 2023
Prepared by:
Alex Coker, PE
Reviewed by:
Alex Stipe
Marshall McElroy
Address: Phone:
9050 Irvine Center Dr (949) 769-6000
Irvine, CA 92618
Web:
www.eaintegrator.com
Exhibit "A"
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Jan. 9, 2024 Item #7 Page 16 of 80
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 2 of 39
History
Revision Date Description of Change Author Reviewed
1.0.0 2/2/2023 Original AC AS/LS/MM
2.0.0 6/8/2023 Reduced site qty. AC, LS AS
3.0.0 8/22/2023 Estimate/rates sheet updates MM LS
4.0.0 9/27/2023 Clarifications per CMWD request AC LS/MM
Table of Contents
1 Proposal Background ............................................................................................................................... 5
2 Project Approach ...................................................................................................................................... 5
3 Assumptions .............................................................................................................................................. 5
4 Supporting Documentation ..................................................................................................................... 6
5 Scope of Work ........................................................................................................................................... 7
5.1 Project Management ....................................................................................................................... 7
5.1.1 PM communications plan .............................................................................................. 7
5.2 Project initiation ................................................................................................................................ 8
5.2.1 Internal kickoff .................................................................................................................. 8
5.2.2 Onsite project kickoff meeting ...................................................................................... 8
5.2.3 Project progress meetings ............................................................................................. 8
5.2.4 Team check-in meetings ................................................................................................ 8
5.3 SCADA Change Management Workflow Setup .......................................................................... 9
5.3.1 Change Management System [Task 101] ................................................................... 9
5.3.2 Source Control System [Task 102] ............................................................................... 9
5.4 SCADA Platform Design and Implementation ......................................................................... 10
5.4.1 Ignition HMI & Gateway Network Security Plan [Task 104] .................................. 10
5.4.2 Production Platform Requirements Specification [Task 302] .............................. 10
5.4.3 Development & Test Environment Design [Task 103] ............................................ 11
5.4.4 Platform Setup Coordination and Verification......................................................... 12
5.4.5 Supporting Software Configuration ........................................................................... 12
5.4.6 Ignition Gateways & Edge Configuration [Task 401] .............................................. 13
5.4.7 Test Bench Setup .......................................................................................................... 14
5.5 PLC Standards ............................................................................................................................... 14
5.5.1 Revise PLC and Tagging Documents [Task 201] .................................................... 14
5.5.2 AOI Library [Task 202] .................................................................................................. 15
5.5.3 PLC User-Defined Data Type Library [Task 203] ..................................................... 15
5.6 HMI Standards ............................................................................................................................... 16
5.6.1 Revise HMI Standards Document [Task 301] .......................................................... 16
5.6.2 Develop Metadata Schemas ....................................................................................... 16
5.6.3 Configure Ignition Tags, UDTs, and Parameters ..................................................... 17
5.7 Integrated PLC and SCADA Standards Testing ....................................................................... 17
5.8 PLC Development .......................................................................................................................... 18
5.8.1 Functional Control Descriptions [Task 204] ............................................................. 18
5.8.2 Template and One-Off PLC Program Development [Task 402] ........................... 19
5.8.3 PLC Program Instantiation .......................................................................................... 20
5.9 HMI Development .......................................................................................................................... 20
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 3 of 39
5.9.1 Historian Configuration [Task 403] ............................................................................ 20
5.9.2 Ignition Global Setup .................................................................................................... 21
5.9.3 Ignition Screen Development ...................................................................................... 21
5.10 Alarms & Reports ........................................................................................................................... 22
5.10.1 Alarm & Events Management Plan [Task 105] ........................................................ 22
5.10.2 Alarm Notification System [Task 405] ...................................................................... 22
5.10.3 Reporting Specification ................................................................................................ 23
5.10.4 Reporting Development [Task 404] ........................................................................... 24
5.11 SCADA Integrated Testing and Acceptance Test .................................................................... 24
5.12 Training ............................................................................................................................................ 25
5.12.1 System Training ............................................................................................................ 25
5.12.2 Operational Training ..................................................................................................... 25
5.12.3 Administrator Training ................................................................................................. 26
5.13 Commissioning .............................................................................................................................. 27
5.13.1 Deployment Planning ................................................................................................... 27
5.13.2 Ignition Configuration Deployment to Production .................................................. 28
5.13.3 Site Commissioning ..................................................................................................... 28
5.14 Documentation As-Built Updates [Tasks 106, 205, 303] ........................................................ 29
6 Assumptions & Clarifications .............................................................................................................. 30
6.1 Sites & IO Count ............................................................................................................................. 31
7 Schedule .................................................................................................................................................. 34
8 Cost Estimate ......................................................................................................................................... 34
8.1 Materials .......................................................................................................................................... 34
8.2 Travel ............................................................................................................................................... 34
9 Conclusion ............................................................................................................................................... 34
10 Terms & Conditions ........................................................................................................................... 35
Appendix A: Deliverables List ....................................................................................................................... 36
Client Deliverables ...................................................................................................................................... 36
Internal Deliverables .................................................................................................................................. 37
Appendix B: Detailed Cost Estimate ........................................................................................................... 38
Appendix C: Rate Sheet ................................................................................................................................. 39
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
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Acronyms and Terms
For the remainder of the document the following acronyms will be used.
Term Description
EA Enterprise Automation (Integrator)
FAT Factory Acceptance Test
HMI Human Machine Interface
PLC Programmable Logic Controller
PM Project Manager
SCADA Supervisory Control and Data Acquisition (refers to the entire automation
system)
CMWD Carlsbad Municipal Water District
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 5 of 39
1 Proposal Background
From the City Carlsbad and Carlsbad Municipal Water District’s SCADA Master Plan, “The City of
Carlsbad (City) and the Carlsbad Municipal Water District’s (CMWD) current supervisory control
and data acquisition (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.”
In December 2022, CMWD released an RFP soliciting proposals to complete a design build
project to replace the existing SCADA platform with a highly standardized, Ignition-based HMI and
Rockwell PLC platform. The RFP indicated that CMWD would execute a concurrent Capital
Project to replace control panels, upgrade networking, and perform infrastructure upgrades as
required to complete the hardware upgrade component of their SCADA Upgrade program.
This document defines EA’s scope of work to complete the SCADA Upgrade project. The project
outcomes include designing, programming, testing, and deploying:
• PLC and HMI reusable code and logic based the existing City/CMWD PLC and HMI
Standards Guidebook
• A new high-availability redundant Ignition-based SCADA Platform with standardized
Perspective visualization screens for all sites, Ignition Edge at all sites for a cohesive and
efficient architecture (some sites are headless while others will have local screens),
mobile device accessible screens, alarm notification system, reporting system, and SQL
database for historization
• New PLC programs for all sites and templatized PLC programs for future sites
2 Project Approach
Our project approach is designed to:
1. Conform with the suggested scope of work provided in the RFP but apply industry best
practices, EA best practices, and over two decades of successful project deliveries to
create an efficient, effective, and quality-controlled project approach.
2. Maximize client engagement at all necessary levels (operations, maintenance, and
management) to ensure that the project deliverables meet CMWD’s needs
3. Test everything where practical, prior to site deployment to reduce the probability of
rework being necessary in the field
3 Assumptions
Please see Section 7 for Assumptions and Clarifications. Note: many assumptions and
clarifications listed must be considered in the context of the content in this scope, otherwise they
may seem unclear or inconsistent.
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
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4 Supporting Documentation
This scope was developed with support from the following documents:
1. Field investigation report:
Carlsbad_Field Survey Data Report for SCADA System RTUs_2022.pdf
2. The City’s SCADA Master Plan:
2019 SCADA Master Plan with appendices - CC 09-17-2019.pdf
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 7 of 39
5 Scope of Work
This section details the scope of work for tasks included in the estimate in Appendix B, which are
arranged to represent the expected order of execution.
At the bottom of each section will be a summary of the deliverables to be produced.
• Client deliverables: items EA will produce and submit to the client
• Internal deliverables: items EA will produce for internal use (available by request)
5.1 Project Management
EA will provide a dedicated project manager to be the main point of contact and steward all
communication through EA. The PM has primary responsibility for this project’s scope, budget,
and schedule.
The PM will prepare a project schedule, publish it, and periodically update it as the project unfolds.
At the commencement of the project, the PM will submit the schedule to CMWD in electronic
format.
Throughout the life of the project, the PM will perform all commercial, budget, and project
tracking related updates. The labor estimate for project management is comprised of the
“Initiation” sheet in the cost estimate in Appendix B, plus a fixed percentage of all other
engineering hours (as shown in the estimate).
For each workshop or meeting involving key project decisions, EA’s PM will draft and release
meeting minutes with action items and dates assigned within one week.
Key Project Management Roles and Activities:
1. Primary point of contact, communications coordination
2. Project scheduling
3. Internal project team meeting coordination
4. Project status tracking (daily/weekly)
5. Project status communication with CMWD
6. Project invoices and tracking report (monthly)
7. Project coordination
5.1.1 PM communications plan
5.1.1.1 Project status updates
The PM will contact CMWD’s project manager a minimum of once every two weeks, via email, to
provide status updates for all ongoing tasks. This standard practice helps to maintain an open
line of communication when current project activities do not require direct contact between EA
and CMWD.
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 8 of 39
5.2 Project initiation
The “Initiation” sheet in the estimate includes activities associated with starting the project. This
includes setting up the project in our accounting, project tracking, and resource planning systems.
5.2.1 Internal kickoff
Once a PM is assigned and an engineering team has been established, they will perform an
internal team kickoff to review the project goals, risks, schedule, team roles, and budget.
Engineers will develop a risk register to track applicable risks (commercial, technical,
coordination, etc.) and develop mitigation strategies. The risk register is updated on a regular
basis throughout the life of a project and is available for client review at any time.
5.2.1.1 Execution planning
EA engineers (typically the Lead Engineer) will set up execution plan templates prior to the kickoff
meeting. Their templates are based on this scope and estimate. Once the kickoff meetings are
complete and mutual understanding of the scope is confirmed, EA will update and add more
detail to the execution plans developed previously.
5.2.2 Onsite project kickoff meeting
Following our internal kickoff meeting EA will prepare for a formal kickoff meeting onsite. We will
provide an agenda at least one week prior to the meeting. EA’s project team, including key staff
from Rovisys and TIGA, will attend the formal kickoff meeting at CMWD’s facility. Some team
members may join remotely if digital conference capabilities are available.
5.2.3 Project progress meetings
Regular project progress meetings between EA’s PM and Lead Engineer and CMWD’s staff will
occur either bi-weekly or on an as needed basis. These meetings will be used to discuss the
status of open tasks and deliverables, completed work, and schedule updates. EA will prepare an
agenda prior to and publish minutes following each meeting.
5.2.4 Team check-in meetings
Internal project team meetings between the EA PM and EA engineering staff are conducted
regularly during all projects. These formal meetings are used to discuss overall project status,
budget, schedule, scope, and risk scenarios. Team Check-Ins are a critical component to our
success as they facilitate coordination and collaboration in an organized and controlled manner.
Project initiation Deliverables
Client Deliverables
1. Project Schedule in Gantt format
Internal Deliverables
1. Execution plans
2. Initial risk register
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=
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 9 of 39
5.3 SCADA Change Management Workflow Setup
The first phase of this project will be to define the workflow requirements for the new SCADA
system. These requirements will establish the procedures for performing work in a controlled
manner, whether it be executed by CMWD, EA, or any future external entity.
5.3.1 Change Management System [Task 101]
A technical memorandum including a flow chart illustration will be developed documenting the
change management workflow and tracking process for making changes to the SCADA system.
The change management system will require the implementation of a software product for
tracking open issues/changes, next action items, and the record of completed work. The software
will typically generate a unique ID number for each item such that it can be tracked both internally
and externally. EA will provide MantisBT as the software to meet these requirements, which will
also be documented within the technical memorandum. EA has implemented MantisBT based
change management tracking for the majority of our clients, and already has established
workflows and templates that can be leveraged for CMWD’s application.
The Change Management Design Memorandum will be provided to CMWD in draft form and will
be discussed and subsequently reviewed through a series of two, one-hour workshops.
5.3.2 Source Control System [Task 102]
In addition to the Change Control Memorandum, a technical memorandum will be developed
documenting the workflow for committing tracked changes to SCADA system configurations
(Ignition, PLC programs, etc.).
The source control system will require the implementation of a software product for checking out
and committing changes to a central repository. The software will maintain a revision for each
committed change, allowing for the history changes to be reviewed or even undone if needed. EA
will provide VisualSVN, a Subversion based source control server, as the software to meet these
requirements. EA has implemented VisualSVN as a standard across all its clients for both internal
development and production change tracking, and already has established workflows and
templates that can be leveraged for CMWD’s application.
The Source Control Design Memorandum will be provided to CMWD in draft form and will be
discussed and subsequently reviewed through a series of two, one-hour workshops.
SCADA Change Management Workflow Setup Deliverables
Client Deliverables
1. Change Management Design Memorandum
2. Source Control Design Memorandum
Internal Deliverables
1. None
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=
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 10 of 39
5.4 SCADA Platform Design and Implementation
The second phase of the project will be to specify and implement the “platform” for the new
SCADA system. The platform consists of the servers, clients, networking, virtual machines,
operating systems, and software required to run the SCADA system.
5.4.1 Ignition HMI & Gateway Network Security Plan [Task 104]
A technical memorandum will be developed documenting the architecture of the new Ignition
system and its cybersecurity requirements.
It will cover details on the Ignition architecture (including EAM and Edge), how communications
between them will be secured (SSL/TLS), end-user and end-device access security, identity
management of roles through Okta, application security levels, audit logging, and software
patching workflow.
Specific, anticipated contents include:
1.Ignition architecture, including EAM and Edge
2.Cybersecurity requirements
3.SSL certificate usage
4.Identity management
5.Application roles and security
6.Audit logging and databases
7.Software management workflow
EA will submit a draft version of the design documentation which will be discussed
and subsequently reviewed through a series of three, two-hour workshops.
Ignition HMI & Gateway Network Security Plan [Task 104] Deliverables
Client Deliverables
1. Ignition HMI & Gateway Network Security Plan
Internal Deliverables
1. None
5.4.2 Production Platform Requirements Specification [Task 302]
Once the Ignition architecture is defined in the Ignition HMI & Gateway Network Security Plan, a
detailed systems requirements design will be created to define the hardware, network, security,
and other relevant production platform requirements.
These specifications will be used for the later installation and configuration of the system. EA will
follow our standard approach to develop a suite of platform documentation that will cover all
necessary requirements. Documents to be developed include:
1.Active Directory & Group Policy Specification and Layout Diagram
2.User Roles and Permissions Security Matrix
3.Server Hardware and Virtualization Requirements Specification
4.Firewall Rules Specification
5.IP Addressing Specification
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= =
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
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6. System Architecture Diagram and Detailed Network Layout
7. Software Installation Matrix
8. Licensing Requirements Specification
A task list and schedule will also be developed to cover responsibilities for each related
implementation task with required due dates.
EA will submit draft versions of all documentation which will be discussed and subsequently
reviewed through a series of three, two-hour workshops.
Production Platform Requirements Specification [Task 302] Deliverables
Client Deliverables
1. Production Platform Requirements Specifications
2. Platform Implementation Task List & Schedule
Internal Deliverables
1. None
5.4.3 Development & Test Environment Design [Task 103]
A technical memorandum will then be developed documenting the scope and usage of the
dedicated development and test environment.
This environment, which we typically call the “Test Platform,” will be used for programming and
verification of all Ignition and PLC development prior to deployment into the production system. It
is anticipated that the City will provide the test platform environment, with its own set of virtual
machines matching the production system, which will be integrated with a test bench of PLC and
Ignition Edge hardware (plus networking equipment if needed). The final architecture of the test
platform infrastructure will be agreed upon during the initial design workshops.
The memorandum will define the workflow and rules for moving configuration between the
development and production environment using Ignition’s Enterprise Administration Module and
the source control system. and incorporate comments.
EA will submit a draft version of the memorandum which will be discussed and subsequently
reviewed through a series of two, two-hour workshops.
Development & Test Environment Design [Task 103] Deliverables
Client Deliverables
1. Development & Test Environment Technical Memorandum
Internal Deliverables
1. None
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=
= =
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
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5.4.4 Platform Setup Coordination and Verification
EA will provide procurement assistance and as-needed remote support to the City IT department
who will be responsible for the procurement and setup of the production environment.
EA assumes that the City IT department will be providing installation and configuration services
for all hardware, including servers, clients, and networking, virtualization, including hypervisors
and virtual machines, and operating systems, including the setup of networking, Active Directory,
Windows Roles and Features, and any City required software.
EA’s approach in the remaining tasks of the platform implementation is based on the assumption
that we will receive fully configured and ready to use (capable of software installation) virtual
machines per the developed system requirements specifications.
Prior to starting installation and configuration of SCADA software, EA will validate the production
and development environments for compliance with the design specifications. Test
documentation will be developed, testing will be performed, and non-conformances will be
handed over to the City IT department for correction before proceeding with further configuration
tasks.
Platform Setup Coordination and Verification Deliverables
Client Deliverables
1. Platform configuration non-conformances list
2. Validated Production and Development Platforms
Internal Deliverables
1. Completed test documentation
5.4.5 Supporting Software Configuration
Once the development and production environments are validated, supporting software will need
to be set up prior to proceeding with Ignition setup.
EA will install and configure supporting components such as the change tracking software,
source control software, PLC programming software, MQTT broker, and any other miscellaneous
software identified in the Software Installation Matrix on the development platform VMs.
Supporting Software Configuration Deliverables
Client Deliverables
1. Supporting software installed and configured on
development platform
Internal Deliverables
1. None
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=
=
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 13 of 39
5.4.6 Ignition Gateways & Edge Configuration [Task 401]
EA will install each of the necessary modules to implement a fully functional Ignition
implementation with Edge capabilities.
EA will install and configure applicable Ignition modules and components per the developed
design, including gateway settings, security, redundancy, and database connections. The
development environment will also be set up to mimic the configuration of the production
environment.
EA will deploy an identity provider authentication strategy that will federate with CMWD’s Okta
identity provider, allowing previously established users to authenticate against a trusted third
party. Audit log profiles will be configured to begin collection of audit records during this phase of
the project to maintain development integrity during the gateway installation and configuration
stage.
Ignition’s Enterprise Administration Module (EAM) will be set up to maintain project asset
continuity between all Ignition Edge nodes to ensure all Edge devices are properly synchronized
and maintained. EAM Agent tasks will also be configured to take regularly scheduled remote
backups and synchronize remote projects and resources.
A base template for Ignition Edge gateways will be set up that can be re-used across all sites with
Edge gateway hardware being installed.
Once Ignition is configured, EA will internally validate the setup for proper operation and
compliance with the design specifications. Test documentation will be developed, testing will be
performed, and non-conformances will be corrected.
Once internal testing is complete, a Factory Acceptance Test will be held to demonstrate the
functionality and operation of the system to CMWD.
Ignition Gateways & Edge Configuration [Task 401] Deliverables
Client Deliverables
1. Configured Ignition Gateways, EAM, and Edge components
2. Ignition Gateways, EAM, & Edge Factory Acceptance Test
Internal Deliverables
1. Completed test documentation
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 28 of 80
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 14 of 39
5.4.7 Test Bench Setup
The development environment is anticipated to have additional test bench hardware components
for ease of testing configurations prior to deployment to the production environment.
EA will configure the test bench components identified in the development system design (which
will likely include one or more sets of PLC and Edge Gateway hardware) and verify that each
component has connectivity to the test & development platform.
Test Bench Setup Deliverables
Client Deliverables
1. Configured test bench PLC(s)
2. Configured test bench Edge Gateway(s)
Internal Deliverables
1. None
5.5 PLC Standards
The PLC standards phase will include the design, documentation, and development of
standardized programming components to be used in the development of future PLC programs.
5.5.1 Revise PLC and Tagging Documents [Task 201]
The existing PLC Programming Standard document developed by Brown and Caldwell will be
revised by EA to cover Logix/Studio 5000 specific implementation details. Sections likely to be
reviewed and updated include: program organization, naming conventions, description
conventions, and general programming style requirements.
Additionally, the existing Programming Tagging Standard document developed by Brown and
Caldwell will be revised by EA to cover Logix/Studio 5000 and Ignition specific implementation
details. Topics that will be covered include tag structure, tag component designations, and Studio
5000/Ignition tag limitation requirements.
EA will submit the memorandum for review which will be discussed and subsequently reviewed
through a series of two, two-hour workshops.
Revise PLC and Tagging Documents [Task 201] Deliverables
Client Deliverables
1. Revised PLC Programming Standard
2. Revised Programming Tagging Standard
Internal Deliverables
1. None
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 29 of 80
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 15 of 39
5.5.2 AOI Library [Task 202]
EA will leverage our existing Studio 5000 based AOI library that is pre-validated, including
documentation, for CMWD’s application.
EA will review the AOI library with CMWD and revise our existing AOI specification which
documents each Add-on Instruction (AOI), as needed to conform with CMWD’s requirements. The
Specification will include a description of the AOI, its parameters, internal operation, and usage.
Once the technical memorandum is completed, EA will update the AOIs within Studio 5000
(adapting EA’s existing library) and provide the program and AOI exports to CMWD. Logix
Designer Help Files will also be generated for each AOI and provided. Verification of programmed
AOIs will occur as an integrated test with other PLC and Ignition standards components.
The contents of the documentation and programmed AOIs will be reviewed through a series of
three, two-hour workshops.
AOI Library [Task 202] Deliverables
Client Deliverables
1. AOI Specification
2. Studio 5000 AOI export for each developed AOI
3. Studio 5000 configuration file with all developed AOIs
4. Logix Designer Help File for each developed AOI
Internal Deliverables
1. None
5.5.3 PLC User-Defined Data Type Library [Task 203]
A UDT Specification will be developed documenting each User-Defined Data Type (UDT) to be
developed. It will include a description of the UDT, its tag elements, and intended usage. EA will
submit the documentation for review and incorporate comments.
Once the UDT Specification, EA will program the UDTs within Studio 5000 and provide the
program and UDT exports. Verification of programmed UDTs will occur as an integrated test with
other PLC and Ignition standards components in section 5.6.3.
The contents of the documentation and programmed UDTs will be reviewed through a series of
two, two-hour workshops.
PLC User-Defined Data Type Library [Task 203] Deliverables
Client Deliverables
1. PLC UDT Specification
2. Studio 5000 UDT export for each developed UDT
3. Studio 5000 configuration file with all developed UDTs
Internal Deliverables
1. None
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 30 of 80
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 16 of 39
5.6 HMI Standards
This phase will include the design, documentation, and development of standardized
programming components to be used in the development of the new Ignition SCADA system.
5.6.1 Revise HMI Standards Document [Task 301]
The existing HMI Programming Standard document developed by Brown and Caldwell will be
revised by EA to cover Ignition specific implementation details. Topics that will be covered include
layouts, navigation, alarms, common UI elements, colors, fonts, units, etc.
During this task, EA will also create an application map showing the hierarchy of screens to be
developed and their relations, wireframe layouts of standard screen templates and popups, and
initial mock-ups of the graphical design for the new system.
The contents of the documentation will be reviewed through a series of six, two-hour workshops.
Revise HMI Standards Document [Task 301] Deliverables
Client Deliverables
1. Revised HMI Programming Standard
2. Application map of screen hierarchy and relations
3. Wireframe layouts of screen/popup elements
4. Screen mock-ups of graphical design
Internal Deliverables
1. None
5.6.2 Develop Metadata Schemas
As the first step of starting Ignition development, EA will define the metadata schema that will
define information specific to each site and that site’s equipment. This metadata will be stored
within a SQL database and used to dynamically drive many aspects of the Ignition system,
including HMI elements, reports, gateway/client scripting, and alarming.
EA will work with CMWD to develop a meaningful database schema for the metadata that will
serve as the single source of truth for site and equipment configuration. This schema will be
documented in a Meta Data Schema Specification. EA will submit the documentation for review
and incorporate comments.
The contents of the documentation will be reviewed through a series of two, two-hour workshops.
Once finalized, EA will create the specified metadata databases and integrate them into Ignition.
Develop Metadata Schemas Deliverables
Client Deliverables
1. Metadata Schema Specification
Internal Deliverables
1. Configured metadata databases, integrated into Ignition
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 17 of 39
5.6.3 Configure Ignition Tags, UDTs, and Parameters
Once the site and equipment metadata is configured, EA will define the tag structure, UDT types,
and tag parameters necessary to build the complete tag hierarchy within Ignition. The UDT types
to be developed will match the Studio 5000 UDT types developed previously, ensuring a one-to-
one link up of tag data.
EA will ensure that each piece of equipment will be represented in an Ignition instance. These
instances will be the driving data entries for all screens and queries of CMWD’s Ignition SCADA
system. If equipment in the field does not match the templated UDTs, one-off configurations will
be required for said instances. The execution of one-off instances creates the complexity of
validation and verification and thus should be avoided when at all possible. We have not
accounted for any one-offs in our budget.
The Ignition tagging structure and UDT type definitions will be documented in a specification. EA
will submit the documentation for review and incorporate comments.
The contents of the documentation will be reviewed through a series of two, two-hour workshops.
Once the specification finalized, EA will create the specified tag structure, UDT types, and
parameters within Ignition, including instancing tags for all sites.
Tasks will include:
• Creating Tag Hierarchies with Edge Integration
• Build Equipment-Level UDTs
• Implement UDT Indirect Parameters
• Configure OPC Tags for Equipment UDTs
• Instance Sites from UDTs
• Develop System and Client-Level Tags
Configure Ignition Tags, UDTs, and Parameters Deliverables
Client Deliverables
1. Ignition UDT and Tagging Structure Specification
Internal Deliverables
1. Configured Ignition tag structure, UDT types, and parameters
2. Instanced, per-site tags
5.7 Integrated PLC and SCADA Standards Testing
Rather than testing each component in isolation, an integrated test between PLC and SCADA
standards will be performed to ensure that all components function well together from top to
bottom, including communications (tag) interfaces. Testing PLC and HMI features
simultaneously increases efficiency, reduces risk, and enhances our ability to identify potential
improvements.
EA will develop detailed test documentation to ensure proper operation and compliance with the
design specifications. Then testing will be performed and any non-conformances will be
documented and corrected. Once internal testing is complete, a Factory Acceptance Test will be
held to demonstrate the functionality and operation of the standards to CMWD.
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 32 of 80
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 18 of 39
Integrated PLC and SCADA Standards Testing Deliverables
Client Deliverables
1. Programmed and tested PLC and HMI standards
2. Factory Acceptance Test
Internal Deliverables
1. Completed PLC and HMI Standards test documentation
5.8 PLC Development
The PLC development phase will include the design, documentation, and development of
template and site level PLC programs.
5.8.1 Functional Control Descriptions [Task 204]
Based on analysis of the list of sites provided in the RFP and responses to questions in
Addendum 1, EA will build template programs for a handful of site types (plus a few one-offs)
which will meet the needs of every site. Templates will be applicable for all sites of a given type,
which the RFP documents indicate will have the same IO and equipment.
Creating templates will greatly increase the efficiency at which programs can be developed for
each site, which is a significant consideration due to the total quantity of sites.
The following lists the programs to be developed:
• Lift Station (template)
• Pump Station (template)
• Reservoir (template)
• Lake (template)
• Pressure Reducing Station (template)
• Maerkle Hydroelectric (one-off)
• Maerkle Chlorine (one-off)
• D Site (one-off)
• Encina/CWRF Pump Station (one-off)
It’s important that EA and CMWD agree and commit to this list early in the design process, as
additions or changes to this list may be additions to the scope of this project.
5.8.1.1 Template I/O Lists
As the first step to developing designs for each template and one-off site, EA will create
standardized I/O lists for each site type based on the results of the Field Survey produced by
Rockwell Construction Services in January of 2022. The template I/O lists will clearly identify
which I/O points will be required at each site type for minimum operation, and which I/O points
may be optional depending on the equipment at each site (e.g. quantity of pumps, presence of a
generator).
The I/O list will also capture the tag name, description, module/channel location, scaling (if
analog), and any other pertinent configuration information for each point. EA assumes that
CMWD will develop PLC hardware BOMs through the concurrent capital project. The PLC BOMs
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Jan. 9, 2024 Item #7 Page 33 of 80
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 19 of 39
will be required to develop the template I/O lists as we include point-specific information required
for PLC programming such as data type, range, scaling, and rack/module/point designations.
5.8.1.2 Functional Specifications
EA will then develop functional specifications detailing the operation of each template and one-off
PLC program to be developed. Content in the specifications will include a summary of site
equipment, operating modes, states and transition sequences, setpoints and commands, inputs
and outputs, detailed control logic, calculations, interlocks, alarms, and totalizers.
As the specifications will serve as a baseline for all programming and validation, they represent a
key milestone to be completed before any PLC configuration will begin.
EA will submit the documentation for review and the expected operation of each site and
contents of the documentation will be discussed and subsequently reviewed through a series of
ten, two-hour workshops.
Functional Control Descriptions [Task 204] Deliverables
Client Deliverables
1. Template I/O Lists
2. Template Functional Specifications
Internal Deliverables
1. None
5.8.2 Template and One-Off PLC Program Development [Task 402]
With the completed template and one-off I/O lists and functional specifications, EA will develop
PLC programs for each template and one-off site. The PLC programs will follow the previously
developed PLC Programming Standards document and utilize the AOIs and UDTs from the
standard library. After initial configuration, EA will submit the programs for review.
Based on previous experience with development of templates, EA will only develop fully featured
program templates (i.e. with all available potential options/features included) at this point in the
project. This method will allow for all potential variations to be validated and corrected up front,
saving costly re-work if issues are found after templates are duplicated for each site. As such, a
separate task has been called out in section 5.8.3 for creating individual site program instances,
to be completed only after all template testing and acceptance is completed.
Similar to the approach taken with the standards, verification of the PLC programs will occur as
an integrated test with the new Ignition screens in section 5.10.
Template and One-Off PLC Program Development [Task 402] Deliverables
Client Deliverables
1. Template PLC programs
Internal Deliverables
1. None
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 34 of 80
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 20 of 39
5.8.3 PLC Program Instantiation
Once all testing and acceptance has been completed for the templates, EA will duplicate the
templates to create programs instances for all sites. Since the templates will have been
configured with all available options enabled, this step will only consist of removing any
unnecessary features specific to each site configuration. This approach minimizes the risk that
new bugs are introduced to the program and thus reduces the amount of site-level program
verification required.
EA will internally validate each instanced PLC program for proper duplication (not a full retest of
all functions). Test documentation will be developed, testing will be performed, and non-
conformances will be corrected.
Note that depending on the commissioning timeline developed in section 5.13, the approach to
instantiation of all site programs may change to increase efficiency.
If project deployments are spread out, especially the first of each site type relative to the next, it
would be more effective to create each site-specific PLC program just before the commissioning
of that site. This will allow for the first site of each type to effectively be a pilot.
Then, if EA discovers that any changes to the PLC program are required, they can be efficiently
integrated into the template before additional copies are made for the follow-on sites.
PLC Program Instantiation Deliverables
Client Deliverables
1. Instanced and validated PLC programs for each site
Internal Deliverables
1. Completed instanced PLC program test documentation
5.9 HMI Development
The SCADA development phase will include the development of the new Ignition SCADA system.
5.9.1 Historian Configuration [Task 403]
EA will work with City IT’s database administrator to establish connections to a SQL database
created for real-time historical data collection. EA will work with CMWD to understand the needed
historical range buffer and collection frequency.
Ignition equipment UDTs will have been configured during the HMI Standards task to collect
history on-change of tag value so little site-specific configuration is required for this step. EA will,
though, need to configure the Ignition store and forward engine on both the primary gateway and
all Ignition Edge gateways to take advantage of data buffering in the event that the connection to
the historical database or the edge node is lost.
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Jan. 9, 2024 Item #7 Page 35 of 80
= =
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 21 of 39
Historian Configuration [Task 403] Deliverables
Client Deliverables
1. None
Internal Deliverables
1. Configured Ignition database connections
2. Historical data collection set up
5.9.2 Ignition Global Setup
Graphical development in Ignition will begin with the development of global styles (fonts, colors,
sizing, etc.) which will give the application for a consistent look and feel. The use of global styles
also allows for any future formatting tweaks to be changed in one place and update everywhere.
Following global styles, EA will then develop the common header and footer graphics displayed
above and below each page, respectively. The header is typically used for navigation elements,
and the footer for alarm displays.
Ignition’s ability to natively react to different screen sizes and resize or display different content
appropriately relies on the setting of “breakpoints” on screens. These breakpoints must be
defined for different possible screen widths based on what content should be displayed. During
the process of configuring screens, EA will set breakpoints accordingly to create separate
desktop and mobile views. EA will review breakpoints with CMWD at that time.
Ignition Global Setup Deliverables
Client Deliverables
1. None
Internal Deliverables
1. Configured Ignition common UI elements
2. Mobile display breakpoints defined
5.9.3 Ignition Screen Development
With the common user interface elements configured, EA will develop level 1, 2, and 3 screens as
called out in the HMI Programming Standard document. EA will hold progress review workshops
at pre-determined milestones during development to receive early feedback on screen design.
Comments will be incorporated at this phase such that when the Factory Acceptance Test
occurs, CMWD should already be familiar with the system graphics, minimizing the number of
costly last minute changes required.
EA will develop Perspective desktop screens in the following structure:
• Level 1
o Overviews (District, System, and Area level)
o Trends
o Alarms
o Management/Administration
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Jan. 9, 2024 Item #7 Page 36 of 80
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 22 of 39
o Diagnostics/Communications
•Level 2
o Site Details (P&ID style)
•Level 3
o Equipment and Site Control (Setpoints, Commands, Diagnostics)
5.9.3.1 Ignition Edge Development
While Ignition Edge will repurpose most of the graphics and other assets from the main Ignition
application, EA will need to configure a base Edge application template with navigation, alarms,
diagnostics, and site-specific graphics that will be ready to be deployed to any Edge Gateway.
Ignition Screen Development Deliverables
Client Deliverables
1. None
Internal Deliverables
1. Developed level 1, 2, and 3 screens
2. Ignition Edge application template
5.10 Alarms & Reports
5.10.1 Alarm & Events Management Plan [Task 105]
A technical memorandum will be developed documenting the alarm and events notification setup
within Ignition. It will include details on user and contact management, rosters and schedules,
delivery channels (email, text, voice), notification pipelines, and alarm management and testing.
EA will submit the documentation for review and incorporate comments.
The contents of the documentation will be discussed and reviewed through a series of two, two-
hour workshops.
Alarm & Events Management Plan [Task 105] Deliverables
Client Deliverables
1. Alarm & Events Management Plan Technical Memorandum
Internal Deliverables
1. None
5.10.2 Alarm Notification System [Task 405]
EA will develop an Alarm Notification System Technical Memorandum with logic diagrams
detailing specifications for the alarm notification system. Contents will include:
•Users and contact information
•Rosters and schedules
•Delivery channels
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 23 of 39
• Notification pipelines
• Alarm management and testing
Once the technical memorandum is approved, EA will set up Ignition’s alarm notification system
per the specification, also including any required alarm journal displays and other alarm related
screens required for management of notifications.
EA will internally validate the configured alarm notification system for proper operation and
compliance with the design specifications. Test documentation will be developed, testing will be
performed, and non-conformances will be corrected. Once internal testing is complete, a Factory
Acceptance Test will be held to demonstrate the functionality and operation of the standards to
CMWD.
Alarm Notification System [Task 405] Deliverables
Client Deliverables
1. Alarm and Notification System Technical Memorandum
2. Alarm Notification System Factory Acceptance Test
Internal Deliverables
1. Completed Alarm Notification System test documentation
5.10.3 Reporting Specification
A Reporting Specification will be developed documenting the reports to be configured within
Ignition. It will include details for each report on data sources, calculations, and
layout/presentation.
The following reports will be designed:
• Monthly Daily Maerkle Hydro Electric KWH & CFS
• Monthly Daily Reclaim Water Flow Totals
• Monthly Daily Potable Water Flow Totals
• Monthly Daily Corinthian Daily Flow Totals
• Monthly Daily Sewer Station Flow Totals
• Monthly Daily Sewer Equipment Runtime Totals
• Monthly Daily Potable Equipment Runtime Totals
• Monthly Daily Reclaim Equipment Runtime Totals
EA will submit the documentation for review and incorporate comments. The contents of the
documentation will be initially discussed and subsequently reviewed through a series of two, two-
hour workshops.
Reporting Specification Deliverables
Client Deliverables
1. Reporting Specification
Internal Deliverables
1. None
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 24 of 39
5.10.4 Reporting Development [Task 404]
Once the technical memorandum is completed, EA will set up Ignition’s reporting system per the
specification. Reports will be configured to dynamically include the required tags with the use of
site and equipment metadata table queries.
This flexible approach will allow reports to be configured, approved, and deployed in a single
phase without the need to edit the report in the future if new measurement devices are added.
EA will internally validate the configured reports for proper operation and compliance with the
design specifications. Test documentation will be developed, testing will be performed, and non-
conformances will be corrected.
5.10.4.1 Validating Reports
Fulling vetting reports within a segregated development environment can often prove to be
impractical and inconclusive due to a lack of real-world data.
In lieu of a formal Factory Acceptance Test, we will place the configured reports into production
immediately following development such that CMWD and EA can start to review their accuracy
with live data.
Since the requested reports will be set up to run monthly, it is anticipated that over the first few
months, CMWD will identify errors and request corrections or minor changes until enough
generations have occurred to accept the accuracy the reports. EA anticipates that this may take
4-6 months with a few hours of discussion, modification, and re-deployment required.
Reporting Development [Task 404] Deliverables
Client Deliverables
1. Reporting system
2. Post deploy support and modifications
Internal Deliverables
1. Completed test documentation
5.11 SCADA Integrated Testing and Acceptance Test
Rather than testing each component in isolation, an integrated test between PLC programs and
Ignition screens (and Edge) will be performed to ensure that all components function well
together from top to bottom, including communications (tag) interfaces. This approach allows for
additional efficiencies to be gained testing PLC and SCADA features in parallel.
EA will internally validate the PLC and Ignition programming for proper operation and compliance
with the design specifications. Test documentation will be developed, testing will be performed,
and non-conformances will be corrected.
Once internal testing is complete, EA will host a Factory Acceptance Test to demonstrate the
functionality and operation of the standards to CMWD.
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Jan. 9, 2024 Item #7 Page 39 of 80
=
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 25 of 39
Reporting Development [Task 404] Deliverables
Client Deliverables
1. Programmed and tested PLC and Ignition applications
Internal Deliverables
1. Completed test documentation
5.12 Training
The training will be broken out into three different courses, each focused on a different type of
SCADA system user or administrator.
5.12.1 System Training
System training, applicable to all end-users and administrators of the SCADA system, will be
intended to review the general operation of Ignition. Topics that will be covered include:
• Navigation
• Login and security
• Standard graphics and UI elements
• Alarm system and notifications
• Historical data and reporting
EA will develop a training manual covering the listed topics, including step by step instructions
and screenshots where necessary. EA will submit the documentation for review.
Once the training manual is completed, EA will host a two-hour training class in person to cover
the contents of the manual. EA will provide up to 8 training laptops preconfigured with a
simulated copy of CMWD’s Ignition application such that participants may follow along with the
instructor. The class will also simultaneously be set up as virtual meetings for those that cannot
attend in person and will be recorded such that anyone may repeat the training class on demand
in the future.
System Training Deliverables
Client Deliverables
1. System Training Manual
Internal Deliverables
1. None
5.12.2 Operational Training
Operational training, applicable to those who will be operating the SCADA system, will be intended
to review the specific operation of process screens in Ignition and the PLC programs. Topics that
will be covered include:
• Overview screens
• Process screens
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 40 of 80
= =
= =
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 26 of 39
• Equipment and site control popups
• PLC program operation for each site (grouped by site template and one-off programs)
EA will develop a training manual covering the listed topics, including step by step instructions
and screenshots where necessary. EA will submit the documentation for review.
Once the training manual is completed, EA will host up to eight, two-hour training classes in
person to cover the contents of the manual. EA will provide up to 8 training laptops preconfigured
with a simulated copy of CMWD’s Ignition application such that participants may follow along
with the instructor. The classes will also simultaneously be set up as virtual meetings for those
that cannot attend in person and will be recorded such that anyone may repeat the training class
on demand in the future.
Operational Training Deliverables
Client Deliverables
1. Operational Training Manual
Internal Deliverables
1. None
5.12.3 Administrator Training
Administrator training, applicable to back-end administrators of the SCADA system (including City
IT), will be intended to review the architecture, components, and general troubleshooting of the
SCADA system. Topics that will be covered include:
• System components
• Network and cyber security architecture
• Servers and virtual machines
• Automation hardware and software
• Basic troubleshooting and maintenance
EA will develop a training manual covering the listed topics, including step by step instructions
and screenshots where necessary. EA will submit the documentation for review.
Once the training manual is completed, EA will host a four-hour training class in person to cover
the contents of the manual. The class will also simultaneously be set up as virtual meetings for
those that cannot attend in person and will be recorded such that anyone may repeat the training
class on demand in the future.
Administrator Training Deliverables
Client Deliverables
1. Administrator Training Manual
Internal Deliverables
1. None
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 41 of 80
= =
= =
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 27 of 39
5.13 Commissioning
5.13.1 Deployment Planning
EA will develop detailed deployment procedures and checklists for each site, including:
• PLC program deployment
• Ignition Edge Gateway deployment
• Ignition integration and verification checklists I/O checkout
• Equipment control testing
• Functional operation testing
• Site acceptance testing
It is anticipated that the procedures will be grouped by site template as listed in section 5.8.1.
Our deployment approach will allow CMWD to maintain the operations of the current SCADA
system through the completion of this project. Without specific information on the Capital Project
we cannot comment on site downtime requirements or specific risk scenarios. We assume sites
will be upgraded one at a time over the course of several years/months and thus CMWD will
operate two SCADA systems in parallel until the completion of this project.
EA will submit the documentation for review and incorporate comments.
The contents of the documentation will be initially discussed and subsequently reviewed through
a series of eight, two-hour workshops.
Deployment Planning Deliverables
Client Deliverables
1. Deployment procedures for each site template and one-off
Internal Deliverables
1. None
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Jan. 9, 2024 Item #7 Page 42 of 80
= =
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 28 of 39
5.13.2 Ignition Configuration Deployment to Production
During the first phase of commissioning, EA will migrate the completed and fully validated Ignition
configuration application from the development environment to the production environment.
End-user access testing and a general functionality checkout can then be completed in the real
environment. Note that at this point the deployed application will not actually be connected to
PLC programs to display live data, which will not be in place until the first site is commissioned.
Ignition Configuration Deployment to Production Deliverables
Client Deliverables
1. Deployed Ignition application in production
Internal Deliverables
1. None
5.13.3 Site Commissioning
We assume that EA’s deployment scope is primarily concentrated on commissioning the PLC
program and SCADA screens on a site-by site basis. EA will not be responsible for
instrumentation, control panel, networking, control loop, or other related construction activities.
Our anticipated site commissioning tasks are:
• Download PLC program to provided PLC hardware
• Deploy Ignition Edge to provided gateway hardware
• Deploy site within main Ignition application over provided communications network
• Checkout of I/O points within PLC program (loop testing to be completed prior)
• Equipment actuation testing from PLC program
• Operational testing based on site functional specification
• Site acceptance test with CMWD
• In-office close-out of commissioning checklists and redlined documentation and
submittal to CMWD for review and acceptance
• Attendance at up to two, one-hour construction meetings for each of the 54 sites
EA will provide one commissioning engineer for up to three, eight-hour days to perform the above
stated startup activities for each of the 53 identified sites. CMWD indicated that each site could
only be down for a single day, as such we’ve limited each site to the three days per above. We
have assumed that two-sites can be commissioned per week. At the time this proposal was
developed, EA did not have access to a construction schedule and understands this may change.
Additional costs for extended startup durations will be discussed with CMWD.
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 43 of 80
= =
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 29 of 39
Site Commissioning Deliverables
Client Deliverables
1. 53x deployed site PLC programs
2. 53x deployed Ignition Edge Gateways
Internal Deliverables
1. Completed site deployment checklists
5.14 Documentation As-Built Updates [Tasks 106, 205, 303]
At the conclusion of each site commissioning, EA will update relevant documentation for that site
to reflect as-built conditions. This is anticipated to include:
• Workflow documents
• Platform architecture specifications
• PLC and SCADA standards documentation
• Site function specifications and I/O lists
• Alarm notification and reporting specifications
• “City of Carlsbad Utilities & Carlsbad Municipal Water District SCADA Standards
Guidebook”
Documentation As-Built Updates [Tasks 106, 205, 303] Deliverables
Client Deliverables
1. As-built system documentation
Internal Deliverables
1. None
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 44 of 80
=
= =
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 30 of 39
6 Assumptions & Clarifications
The following assumptions and clarifications were used in preparing this proposal:
1. EA assumes that the Capital Project to design and implement site upgrades will occur in
parallel to this project. Several key milestones for this project rely on the completion of
specific milestones in that project (e.g. PLC BOMs are required for I/O list development).
2. This project scope is confined to SCADA/PLC software design and implementation. No
control panel design/fabrication, design reviews, construction plans, instrumentation
installation, network upgrade or deployment, or related services are included. EA’s
participation in construction is confined to that described in Section 5.13.
3. As a cost saving measure and industry appropriate method, we’ve modified the submittal
review approach for some deliverables. Our method honors the intent of the cycles
indicated in the RFP and aligns with industry norms, requiring both internal review cycles
and client interaction and review cycles.
4. No preliminary field investigation time has been included. We assume the Field
Investigation Report provided is accurate and indicates the current as-built state of every
site included in this project.
5. Outside of developing the Ignition architecture design and providing field network
requirements to CMWD, no network design tasks have been included in this proposal.
6. For the Ignition Platform configuration, EA assumes that CMWD will provide blank VMs
that are ready for SCADA software installation (with OS, domain, etc. configured per EA
developed specifications).
7. EA is not responsible for implementing new firmware updates or patches to either PLCs or
server hardware at the time of deployment.
8. EA assumes that the City IT department will be providing platform installation and
configuration services for all hardware, servers, client workstations, and networking,
virtualization, including hypervisors and virtual machines, and operating systems,
including the setup of networking, Active Directory, Windows Roles and Features, and any
City required software. EA will then continue the setup at this point with the installation of
Ignition and other auxiliary SCADA software.
9. EA assumes that CMWD will provide all required networking and infrastructure to facilitate
alarm notification based on the requirements provided by EA.
10. Historical data from the legacy system will not be available in the new Historian.
11. For any SCADA infrastructure (production or test) to be developed as a part of this project
that is hosted by CMWD/the City, EA will require remote access to complete configuration,
testing, and deployment activities. EA agrees to comply with the City’s standards for
remote access including named accounts, background checks, and multi-factor
authentication.
12. Professional Consulting and Advising Services outside of the scope of work can be
performed on a time and materials basis using the published rates.
13. EA’s Scope of services does not provide any Cybersecurity services. Additional
Cybersecurity enhancements and tasks can be performed as a separate scope.
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 45 of 80
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 31 of 39
14. EA will be utilizing software provided by a third-party vendor as part of its scope of work.
EA provides no warranty that the software is free from vendor caused defect or bugs. If
during development, testing, or deployment a software issue is discovered that can be
attributed to a vendor caused defect or bug, EA will attempt a reasonable amount of
troubleshooting with the vendor to try and fix the issue. If the time spent goes beyond
what EA deems is reasonable, EA will discuss possible solutions with the City, such as
having CMWD SCADA staff continue with the vendor, or having EA continue on a T&M
basis.
15. For the purposes of validation of the polling engine, EA assumes that the SCADA network
and telecommunications network is functional at the time of integration and testing. EA
will provide reasonable assistance to the City for the purposes of identifying issues and
confirming that issues are resolved. The ultimate responsibility of diagnosing and fixing
network issues however remains with the City. If the time required of EA to assist with
troubleshooting goes beyond what EA believes is reasonable, EA will discuss possible
solutions with City and further efforts would need to be performed on a T&M basis.
16. Unless specifically indicated in this scope of work, design documentation developed
through this project will not be stamped by a professional engineer.
17. All submittals will be transmitted in electronic format (no hard copies will be provided).
18. Written approval (email or letter) from CMWD is required for all submittals within 10
business days of release by EA.
19. Delays due to mechanical, electrical, or IT related issues, production scheduling
constraints, or lack of system availability out of EA’s control, which result in additional site
time, will be charged at EA’s standard hourly rates.
6.1 Sites & IO Count
The cost estimate and scope of this proposal was developed based on the IO information
included in the Field Investigation Notes without consideration for major equipment additions or
changes.
The following sites were listed in RFP documentation. Through discussions with the City pricing
was reduced to accommodate 53 total sites. During the initial stages of the project, the final 53
sites will be clarified from this list:
1. Ayers Pressure Reducing Station
2. Batiquitos Lift Station
3. Bressi Potable Pump Station
4. Bressi Reclaim Pump Station
5. C Reservoir
6. Calavera Potable Pump Station
7. Calavera Recycle Pump Station
8. Cannon Lift Station
9. Chinquapin Lift Station
10. CWA #2
11. CWA #3
12. CWA #4
13. CWA #6
14. D Site*
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 46 of 80
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 32 of 39
15. El Fuerte & Corintia Pressure Reducing Station
16. El Fuerte & Rancho Pancho
17. El Fuerte Lift Station
18. Ellery Reservoir
19. Elm Reservoir
20. Elm TAP Pressure Reducing Station
21. Encina Pump Station
22. Encina Reclaim Pressure Reducing Station
23. Faraday Reclaim Pressure Reducing Station
24. Foxes Landing Lift Station
25. Haymar Intertie
26. Home Plant Lift Station
27. Knots Lane Lift Station
28. La Costa Hi Reservoir
29. La Costa Lo Reservoir (Communications Only)
30. La Costa Reclaim Pressure Reducing Station
31. Laguna/Kelly Pressure Reducing Station
32. Lake Calavera
33. Lower El Fuerte Pressure Reducing Station
34. Maerkle Control (CMWD PW HQ?)
35. Maerkle Hydro Electric
36. Maerkle Lake
37. Maerkle Lower Chlorine Station
38. Maerkle Tower (Communications Only)
39. Maerkle Upper Chlorine Station
40. Mahr Reservoir
41. May Company Pressure Reducing Station
42. Melrose & Corintia Meter
43. Melrose Pressure Reducing Station
44. Palomar West Pressure Reducing Station
45. Poinsettia 61 Pressure Reducing Station
46. Poinsettia Lift Station
47. Point D Pressure Reducing Station North
48. Point D Pressure Reducing Station South
49. Quarry Creek East Pressure Reducing Station
50. Quarry Creek Reclaim Pressure Reducing Station
51. Quarry Creek West Pressure Reducing Station
52. Rancho Carlsbad Pressure Reducing Station
53. Robertson Ranch Pressure Reducing Station
54. Sand Shell Lift Station
55. Santa Fe 1 Reservoir (Communications Only)
56. Santa Fe 2 Reservoir
57. Skyline Reservoir
58. Tanglewood Pressure Reducing Station
59. TAP 4 Station PRS
60. TAP Reservoir
61. Terramar Lift Station
62. Twin D (D Site) Reclaim Pump Station
63. Upper El Fuerte Pressure Reducing Station
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 47 of 80
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 33 of 39
64. Villas Lift Station
65. Zodiac Pressure Reducing Station
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Jan. 9, 2024 Item #7 Page 48 of 80
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 34 of 39
7 Schedule
The PM will release an initial schedule upon project initiation. A draft proposal was provided with
EA’s RFP response for demonstration purposes only.
8 Cost Estimate
The tasks to be performed along with the estimated time to complete the tasks are detailed in the
attached cost estimate (Appendix B).
Work under this proposal is on a time and expenses basis, and the pricing in Appendix B is an
estimate only made in good faith without consideration for delays and unknowns.
Enterprise Automation will continually track task progress against this estimate and will inform
CMWD of any anticipated projected overruns. Any additional hours required to perform the
specified tasks will be submitted to CMWD as a change order request. The decision to continue
the work or consider alternative options will therefore remain with CMWD.
Any additions to the scope of work will also be submitted to CMWD as a change order request.
Approval of any change order by CMWD will be required prior to Enterprise Automation
commencing or continuing the work task in question.
Billings will occur every month and will include man-hour break downs indicating hours expended,
resources utilized, on a per task basis. Enterprise Automation will maintain an open line of
communication with CMWD to discuss status of the work in progress, potential problems with
scheduled work, changes in the estimated hours, and to coordinate up and coming tasks.
8.1 Materials
No software or hardware is included in this proposal.
8.2 Travel
All travel is billed at cost according to the U.S. General Services Administration (GSA) for hotel
and per diem rates and the IRS standard mileage rate as of September 27, 2023.
9 Conclusion
I welcome any further discussion that may facilitate the refinement of this scope of work. Please
contact me at (949) 769-6000 or alternatively on my cell phone at (949) 874-7649 with any
questions.
Submitted by
Alex Coker, P.E.
Automation Architect
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 49 of 80
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
9050 Irvine Center Dr Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
SCADA Replacement Project
Page Number: 35 of 39
10 Terms & Conditions
Terms and conditions are as per the following contract:
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
CARLSBAD MUNICIPAL WATER DISTRICT
AND
PARTNERS IN CONTROL, INC., DBA ENTERPRISE AUTOMATION
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 50 of 80
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Appendix A: Deliverables List
Client Deliverables
1. Project Schedule in Gantt format
2. Change Management Design Memorandum
3. Source Control Design Memorandum
4. Ignition HMI & Gateway Network Security Plan
5. Production Platform Requirements Specifications
6. Platform Implementation Task List & Schedule
7. Development & Test Environment Technical Memorandum
8. Platform configuration non-conformances list
9. Validated Production and Development Platforms
10. Supporting software installed and configured on development platform
11. Configured Ignition Gateways, EAM, and Edge components
12. Ignition Gateways, EAM, & Edge Factory Acceptance Test
13. Configured test bench PLC(s)
14. Configured test bench Edge Gateway(s)
15. Revised PLC Programming Standard
16. Revised Programming Tagging Standard
17. AOI Specification
18. Studio 5000 AOI export for each developed AOI
19. Studio 5000 configuration file with all developed AOIs
20. Logix Designer Help File for each developed AOI
21. PLC UDT Specification
22. Studio 5000 UDT export for each developed UDT
23. Studio 5000 configuration file with all developed UDTs
24. Revised HMI Programming Standard
25. Application map of screen hierarchy and relations
26. Wireframe layouts of screen/popup elements
27. Screen mock-ups of graphical design
28. Metadata Schema Specification
29. Ignition UDT and Tagging Structure Specification
30. Programmed and tested PLC and HMI standards
31. Factory Acceptance Test
32. Template I/O Lists
33. Template Functional Specifications
34. Template PLC programs
35. Instanced and validated PLC programs for each site
36. Alarm & Events Management Plan Technical Memorandum
37. Alarm and Notification System Technical Memorandum
38. Alarm Notification System Factory Acceptance Test
39. Reporting Specification
40. Reporting system
41. Post deploy support and modifications
42. Programmed and tested PLC and Ignition applications
43. System Training Manual
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 51 of 80
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
44. Operational Training Manual
45. Administrator Training Manual
46. Deployment procedures for each site template and one-off
47. Deployed Ignition application in production
48. 53x deployed site PLC programs
49. 53x deployed Ignition Edge Gateways
50. As-built system documentation
Internal Deliverables
1. Execution plans
2. Initial risk register
3. Completed test documentation
4. Completed test documentation
5. Configured metadata databases, integrated into Ignition
6. Configured Ignition tag structure, UDT types, and parameters
7. Instanced, per-site tags
8. Completed PLC and HMI Standards test documentation
9. Completed instanced PLC program test documentation
10. Configured Ignition database connections
11. Historical data collection set up
12. Configured Ignition common UI elements
13. Mobile display breakpoints defined
14. Developed level 1, 2, and 3 screens
15. Ignition Edge application template
16. Completed Alarm Notification System test documentation
17. Completed test documentation
18. Completed test documentation
19. Completed site deployment checklists
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 52 of 80
SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Appendix B: Detailed Cost Estimate
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Jan. 9, 2024 Item #7 Page 76 of 80
+,
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SCADA Replacement Project Scope of Work
EA Project Number: EA23CWD037, v4.0.0
210 Goddard Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Scope of Work
Appendix C: Rate Sheet
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 77 of 80
CMWD Engineering Rates
9050 Irvine Center Dr. Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com V 4.0.0
Enterprise Automation Engineering Rates
Rate Classification1 EA/TIGA Rates
Admin $103.00 / hr.
Engineering Intern $103.00 / hr.
I&C Technician 1 $140.00 / hr.
I&C Technician 2 $180.00 / hr.
Electrical Engineer 2 $180.00 / hr.
Electrical Engineer 3 $215.00 / hr.
CAD $155.00 / hr.
Systems Engineer 1 $160.00 / hr.
Systems Engineer 2 $180.00 / hr.
Systems Engineer Lead $198.00 / hr.
Automation Project Engineer 1 $210.00 / hr.
Automation Project Engineer 2 $255.00 / hr.
Project Technical Lead $265.00 / hr.
Project Manager 1 $215.00 / hr.
Project Manager 2 $260.00 / hr.
Architect $280.00 / hr.
Principal $330.00 / hr.
RoviSys Engineering Rates
Rate Classification1 RoviSys Rates2
CAD Technician $135.00 / hr.
Engineer / Developer / Analyst $180.00 / hr.
Lead (Engineer / Developer) $205.00/ hr.
Senior (Engineer / Developer) $240.00 / hr.
IT Specialist $240.00 / hr.
Project Manager 1 $250.00 / hr.
1 Rate classifications charged are based on a project role/responsibility basis, not title, and could be adjusted during a project’s
duration if meaningful staff changes occur with prior notification.
2 RoviSys rates include 5% markup
General
Item Description
Travel time Charged at engineering rates
Vehicle mileage As per the published IRS mileage rate (if applicable)
Travel expenses At cost (if applicable)
Meals and incidentals GSA established per diem rate (if applicable)
Escalation Rates will escalate every 12 months following contract initiation, at 3% per year
Rates effective until January 1, 2025 of the Carlsbad Municipal Water District Systems
Water and Wastewater SCADA Replacement Project
DocuSign Envelope ID: 941C08FF-824F-4745-A65B-00D28DB7910D
Jan. 9, 2024 Item #7 Page 78 of 80
♦ ENTERPRISE
AU Tq~~I!9.l:·~
RESOLUTION NO. 2024-005
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, AUTHORIZING THE USE OF THE SEWER REPLACEMENT FUND
FOR THE CITY'S PORTION OF A PROFESSIONAL SERVICES AGREEMENT WITH
PARTNERS IN CONTROL, INC. DOING BUSINESS AS ENTERPRISE
AUTOMATION, FOR SYSTEM INTEGRATOR SERVICES FOR PHASE 1 OF THE
PROJECT TO REPLACE THE WATER AND WASTEWATER SUPERVISORY
CONTROL AND DATA ACQUISITION SYSTEMS
WHEREAS, in 2019, the City Council of the City of Carlsbad, California approved the Supervisory
Control and Data Acquisition, or SCADA, Master Plan and determined that the water and wastewater
SCADA systems need to be replaced; and
WHEREAS, the Carlsbad Municipal Water District, or CMWD, issued a Request for Proposals, or
RFP, for system integrator services to complete the programming portion of the SCADA replacement
project as Phase 1; and
WHEREAS, staff received a total of three proposals in response to the RFP and have conducted
a qualifications-based evaluation of the three proposals in accordance with Carlsbad Municipal Code
Section 3.28.050(C) and have identified Partners in Control, Inc. DBA Enterprise Automation as best
meeting the needs identified; and
WHEREAS, the CMWD Board authorized and directed the President to execute an agreement
with Partners in Control, Inc. DBA Enterprise Automation to provide system integrator services for the
water and wastewater SCADA replacement project in an amount not to exceed $2,221,288; and
WHEREAS, the city's pro rat a share of costs for the wastewater portion of t he system integrator
services for the water and wastewater SCADA replacement project is $377,619; and
WHEREAS, sufficient funding is available in Capital Improvement Program Project No. 5542-1,
sewer replacement fund.
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 city's sewer replacement fund will pay $377,619 of the total contract of
$2,221,288 awarded to Partners in Control, Inc. DBA Enterprise Automation for system
integrator services for the portion of the project related to the wastewater Supervisory
Control and Data Acquisition system replacement.
Exhibit 2
Jan. 9, 2024 Item #7 Page 79 of 80
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of
Carlsbad on the 9th day of January, 2024, by the following vote, to wit:
AYES:
NAYS:
ABSTAIN:
ABSENT:
Blackburn, Bhat-Patel, Acosta, Burkholder, Luna.
None.
None.
None.
KEITH BLACKBURN, Mayor Cl
SHERRY FREISINGER, City Clerk
(SEAL)
Jan. 9, 2024 Item #7 Page 80 of 80