HomeMy WebLinkAbout2024-07-16; City Council; ; Approve an Amendment to the Agreement for System Integrator Services to Replace the Water and Wastewater Supervisory Control and Data Acquisition SystemsCA Review GH
Meeting Date: July 16, 2024
To: Mayor/President and City Council/Board Members
From: Scott Chadwick, City Manager/Executive Manager
Staff Contact: Kyle James, SCADA Supervisor
kyle.james@carlsbadca.gov, 442-339-5247
Stephanie Harrison, Utilities Technical Services Manager
stephanie.harrison@carlsbadca.gov, 442-339-2310
Subject: Approve an Amendment to the 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
Amendment No. 1 to the professional services agreement with Partners in Control, Inc., dba
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 Amendment No. 1 to the professional services agreement with Partners in
Control, Inc., dba 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
The Carlsbad Municipal Water District and the City of Carlsbad use what is known as
supervisory control and data acquisition, or SCADA, systems, to provide 24-hour per day
remote monitoring and control of Carlsbad’s water, recycled water and wastewater
infrastructure.
These systems have exceeded their life expectancy and the city’s Utilities Department is
working on a project to replace the SCADA systems for water, recycled water and wastewater
with one standardized SCADA system, as called for in the 2019 SCADA Master Plan.
The CMWD Board awarded a professional services agreement to Partners in Control Inc., dba
Enterprise Automation, for an amount not to exceed $2,221,288 for the system integration
services needed to replace the systems on Jan. 9, 2024.
During the initial workshops with Enterprise Automation, staff realized that it would better to
schedule work originally planned for the construction phase to take place in conjunction with
the design of the system. July 16, 2024 Item #6 Page 1 of 28
JOINT CI TY CO U NCIL AND
CARLSBAID MU NICI PA IL WATER DISTRI CT
Staff Report
Enterprise Automation has the expertise to do this work, and adding this to Enterprise
Automation’s scope of work will result in cost savings and reduce project delays.
Staff request that the CMWD Board approve an amendment to the professional services
agreement with Enterprise Automation for an amount not to exceed $745,439 and that the City
Council authorize the use of the sewer replacement fund in an amount not to exceed $126,725
of this total amount for the wastewater portion of the contract.
Funding for this amendment is available in the budgets for these projects, so no additional
appropriation is required.
Explanation & Analysis
The SCADA system is crucial for providing reliable water and wastewater services and
protecting human health, safety and the environment. It 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 send 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 issue control commands in the software to alter
equipment operation.
There are two phases planned for this project. Phase 1 has started and consists of the planning,
design and development of the software, network and security system. Phase 2 is the
construction phase, in which the electrical panels and equipment will be fabricated and/or
installed for monitoring and controlling equipment at each site. There will be overlap between
the two phases to verify proper software and network communication with the
instrumentation installed at each site.
New panels need to be designed, built and installed at each water and wastewater SCADA site
to house the new monitoring and control components at each site, in conformance with the
specific architecture developed in Phase 1. While an overall site design was done by the
consultant Brown and Caldwell for the SCADA Master Plan, design of the panels was originally
intended to be prepared by the construction contractor before it builds and installs them, and
then approved by the CMWD.
As work has progressed with Enterprise Automation on the software and network
communications, design staff have realized that keeping the panel design as part of the
construction contractor’s scope of work is inefficient and will possibly extend the project
schedule and incur additional costs.
Enterprise Automation is familiar with the control and monitoring needs and the layout for
each site because of its work in designing the software application screens for each site. This
eliminates the need for a new contractor to investigate each site to gather information to
design the 59 panels for each of the 54 sites. This will save time in the overall project schedule
and reduces costs by eliminating duplicate work.
Enterprise Automation will create site-specific plans that will be used in the construction bid
process. This will narrow the scope of work for the contractors and allow them to be more
accurate with their bids.
July 16, 2024 Item #6 Page 2 of 28
As the system integrator, Enterprise Automation already has a role in bringing each site live on
the new SCADA system as it will need to verify that what was installed communicates back to
the new software. Amending its scope of work to include the panel design will also allow the
company to participate in the testing of the panels and coordinate installation with the
construction contractor. This will help ensure a successful installation. Enterprise Automation
would also serve as the engineer of work for this project, eliminating the need to hire the
consultant who created the overall site design to fill that role.
The design work proposed in this amendment needs to be done for this project, regardless of
who does it and in what phase. Moving it to Enterprise Automation’s scope of work reduces
costs, time and the number of consultants and contractors involved.
Staff request that the CMWD Board approve an amendment to the professional services
agreement with Enterprise Automation in an amount not to exceed $745,439 and that the City
Council authorize the use of the sewer replacement fund in an amount not to exceed $126,725
of this total amount for the pro-rata wastewater portion of the contract.
Fiscal Analysis
This replacement project is a part of the SCADA Improvements, Capital Improvement Program
Project No. 5542.
This amendment is budgeted from three Capital Improvement Program projects, as detailed
below:
• Project No. 5542-1, which is funded by the Sewer Replacement Fund
• Project No.5542-2, funded by the Water Replacement Fund
• Project No. 5542-3, funded by the Recycled Water Replacement Fund
SCADA Improvements Project
Capital Improvement Program Project Nos. 5542-1, 5542-2, 5542-3
Total appropriations to date $16,226,898
Total expenditures and encumbrances to date -$3,652,654
Total available funds $12,574,244
Phase 1 Amendment - Project No. 5542-1 -$126,725
Phase 1 Amendment - Project No. 5542-2 -$514,353
Phase 1 Amendment - Project No. 5542-3 -$104,361
Total Phase 1 – Amendment for system integrator services -$745,439
Remaining balance $11,828,805
Additional appropriation needed $0
Next Steps
Upon approval by the CMWD Board, the President will execute Amendment No. 1 to the
professional services agreement with Enterprise Automation. Enterprise Automation will
incorporate the design of the panels and related tasks into their current schedule.
Staff plan to return to the CMWD Board and the City Council in early 2025 to request
authorization to bid for Phase 2 of the project, which involves construction.
July 16, 2024 Item #6 Page 3 of 28
Environmental Evaluation
This action to approve an amendment to 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
July 16, 2024 Item #6 Page 4 of 28
July 16,2024 Item #6 Page 5 of 28
Exhibit 1
RESOLUTION NO. 1744
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE CARLSBAD
MUNICIPAL WATER DISTRICT BOARD, OF THE CITY OF CARLSBAD,
CALIFORNIA, APPROVING AMENDMENT NO. 1 TO THE PROFESSIONAL
SERVICES AGREEMENT WITH PARTNERS IN CONTROL, INC., DBA
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, on Jan. 9, 2024, the Carlsbad Municipal Water District Board adopted Resolution No.
1726, authorizing a professional services agreement with Partners in Control, Inc., a California
Corporation dba Enterprise Automation, or Enterprise Automation, for system integrator services for
Phase 1 of the project to replace the water and wastewater supervisory control and data acquisition,
or SCADA, systems; and
WHEREAS, in March 2024, staff began working with Enterprise Automation on the project and
work has been proceeding according to schedule; and
WHEREAS, staff have identified tasks that were originally intended for Phase 2 of the project,
or the construction phase, that could be performed by Enterprise Automation now; and
WHEREAS, staff find that having Enterprise Automation perform the tasks will save time and
reduce overall project costs; and
WHEREAS, sufficient funding is available in the Capital Improvement Program Project Nos.
5542-1, 5542-2 and 5542-3.
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 Amendment No. 1 to the
agreement with Partners in Control, Inc., a California Corporation dba Enterprise
Automation to provide additional system integrator services for the water and
wastewater SCADA replacement project in an amount not to exceed $745,439, which is
attached hereto as Attachment A.
July 16,2024 Item #6 Page 6 of 28
PASSED, APPROVED AND ADOPTED at a Joint Special Meeting of the City Council of the City of
Carlsbad and the Board of Directors of the Carlsbad Municipal Water District on the 16th day of J!!!y,
2024, by the following vote, to wit:
AYES:
NAYS:
ABSTAIN:
ABSENT:
BLACKBURN, BHAT-PATEL, ACOSTA, BURKHOLDER.
NONE.
NONE.
LUNA.
KEIT~~~CKBURN, President
~ fuM
SHERRY FREISINGER, Secretary
(SEAL)
July 16,2024 Item #6 Page 7 of 28
Attachment ADocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A4683E1E17D4
PSA24-2318UTIL
AMENDMENT NO. 1 TO AGREEMENT FOR SYSTEM INTEGRATOR SERVICES FOR THE WATER AND
WASTEWATER SUPERVISORY CONTROL AND DATA ACQUISITION (SCADA) SYSTEM REPLACEMENT
PARTNERS IN CONTROL, INC., DBA ENTERPRISE AUTOMATION
No. 1 is entered into and . effective as of the ~ day of
2024, extending the agreement dated January 10, 2024, (the
"Agreement"' by and between the Carlsbad Municipal Water District, a Public Agency organized under the
Municipal Water Act of 1911,_and a Subsidiary District of the City of Carlsbad, California ("CMWD"), and
Partners in Control, Inc., a California corp.oration dba Enterprise Automation· ("Contractor"} (colle~tively,
the "Parties") for system integr~tor services for the water and w~_stewater SCADA replacement project.
RECITALS
A. The Pi:!rties desire to amend the Agreement's scope of work to include system integrator
• services for the development, programming, documenting and training for the new SCAD.A system; and
B. The Parties haye negoti~ted and agreed to a supplemental scope of work and fee schedule,
which is attached to and incorporated in.by this reference as Exhibit "A", Scope of Services.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein,
CMWD and Contractor agree as follows:·
1. In addition to those services contained in the Agreement, as may have been amended
from time to time, Contractor will provide those services described in Exhibit "A". CMWD will pay
Contractor for all work associated with those services described in Exhibit "A" on a time and materials
basis not-to-exceed seven hundred forty-five thousand, four hundred thirty-nine dollars ($745,439).
Contractor will provide CMWD, on a monthly basis, copies of invoices sufficiently detailed to include hours
performed, hourly rates, and related activities and costs for approval by CMWD.
2. With this Amendment, the total Agreement amount shall not exceed two million nine
hundred sixty-six thousand seven hundred twenty-seven dollars ($2,966,727).
3. Contractor will complete all work described in Exhibit "A" by January 8, 2027.
4. All other provisions of the Agreement, as may have been amended from time to time, will
remain in full force and effect.
5. All requisite insurance policies to be maintained by the Contractor pursuant to the
Agreement, as may have been amended from time to time, will include coverage for this Amendment.
6. Section 10 "INDEMNIFICATION" of the Agreement is hereby deleted in its entirety and
replaced as follows:
Contractor agrees to defend (with counsel approved by CMWD), indemnify, and hold harmless CMWD
and the City of Carlsbad and its officers, elected and appointed officials, employees and volunteers
from and against all claims, damages, losses and expenses including attorney's fees arising out of the
performance of the work described herein caused by any negligence, recklessn ess, or willful
General Counsel Approved Version 5/22/2024
1
July 16,2024 Item #6 Page 8 of 28
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E 1E17D4
PSA24-2318UTIL
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.
If Contractor's obligation to defend, indemnify, and/or hold harmless arises out of Contractor's
performance as a "design professional" (as that term is defined under Civil Code section 2782:8), then,
and only to the extent required by Civil .Code Section 2782.8, which is fully incoFporated herein,
Contractor's indemnification obligation shall be lfmited to claims that arise out of, pert;ain to, or relate
to the negligence, recklessness, or willful misconduct of the Contractor, and, upon Contractor
obtaining a final adjudication by a court of competent jurisdiction. Contractor's liability for such claim,
including the cost to defend, sha ll not exceed the Contractor's proportionate percentage of fault ..
The Pc!rties expressly agree that any payment, attorneys 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 include.d 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.
7. Section 28 "Third Party Beneficiaries" is hereby added to the Agreement as follows:
The parties acknowledge and agree that the City of Carlsbad is an intended third-party beneficiary of
the Agreement and may enforce the terms of the Agreement as if the City of Carlsbad was a named
pa rty to the Agreement.
[signatures on following page]
General Counsel Approved Version 5/22/2024
2
July 16,2024 Item #6 Page 9 of 28
DocuSign Envelope ID: 548CBA3A-16C8-44OO-A8F7-A46B3E1E17O4
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 Carlsbad
By t
KEITH BLACKBURN, President
ATTEST:
SHERRY FREISINGER, Secretary
If required by CMWD, proper notarial acknowledgment of execution by contractor must be attached. !li
corporation, Agreement must be signed by one corporate officer from each of the following two groups.
Group A
Chairman,
President, or
Vice-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: ___ {;i._l,\A,_-'-fttm.r, __ ~ ___ _
Assistant General Counsel
General Counsel Approved Version 5/22/2024
3
PSA24-2318UTIL
General Counsel Approved Version 5/22/2024
4
EXHIBIT “A”
SCOPE OF SERVICES AND FEE
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
July 16, 2024 Item #6 Page 10 of 28
SCADA Replacement Project, Contract Amendment 1
EA Project Number: EA23CWD037, v2.0.0
9050 Irvine Center Dr. Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Contract Amendment 1
SCADA Replacement Project
Page Number: 1 of 3
Purchase Order: P143416
Contract Amendment 1
EA23CWD037 SCADA Replacement Project
Carlsbad MWD
5/14/2024
Kyle James
SCADA Supervisor
This letter represents Enterprise Automation’s (EA) formal request to ammend or alter the scope, schedule,
fee, or other pertinent project documents. A description of the project modifications is contained hereafter.
Justification for Contract Amendment
Carlsbad Municipal Water District (the District) has recently begun their SCADA Replacement Project which
will encompass all aspects of their OT system, from PLC panels and programs to SCADA screens and data
reporting. As EA was selected for this work, tasks have begun to define the technical and project execution
details, highlighting the overlap with PLC panels designs, and the level of coordination and risk associated
with interactions between EA, as the SCADA design-implementation team, and the yet to be selected
electrical panel fabrication and installation contractor. To reduce coordination costs and risk, the District
has requested EA to design and support the testing and installation of the 59 panels that will be replaced as
part of the SCADA Replacement Project, essentially aligning all design and professional services with one
firm, and the physical contracting services with another.
To do so, the District has asked that EA design panel standards and create panel designs due to our
expertise with this type of service, existing familiarity through the current project, and to ensure the panel
design process does not delay the overall project. If the panel design scope does not begin until later this
year as it was previously planned, it is likely that a significant schedule delay will be realized. Another
benefit of having EA design the panels is the significant cost savings from removed coordination efforts
that would currently need to be considered as a change order, as this scope was not present in the original
project RFP.
The full scope of services captured in this change order include updating the automation design and
construction standards, completing the panel design for each panel, support for the contractor during panel
fabrication and testing, and the execution/support of on-site commissioning tasks to start up the panel
hardware. After which, the scope of the original project commissioning scope will proceed.
Description of Contract Amendment
Initiation/Meetings
Due to the significance of this change order, EA will require additional overhead time for project setup,
execution planning, kickoff meetings, and team check-in meetings. These tasks are crucial to the organized
execution of this additional scope.
Specifications
EA will revise the original automation design and construction standards developed by Brown & Caldwell.
Several open items and comments from the initial published version are still left to be addressed, which EA
will update. EA will also hold a series of review workshops to ensure that the content still matches the
preferences of the District, and also suggest additional content if needed based on EA’s expertise to ensure
the best success of the project. All decisions made in the workshops will then be incorporated into the final
revised draft of the document.
EXHIBIT ADocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
July 16, 2024 Item #6 Page 11 of 28
+ ENTERPRISE
AUT~tt~!!9,.~
SCADA Replacement Project, Contract Amendment 1
EA Project Number: EA23CWD037, v2.0.0
9050 Irvine Center Dr. Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Contract Amendment 1
SCADA Replacement Project
Page Number: 2 of 3
Panel Design
EA will develop panel designs for all 59 panels within the scope of the SCADA Replacement project.
Through investigation, EA has determined some of these panels can both be categorized together and
templatized based on the I/O and hardware associated with each. With this execution strategy, EA will
spend about 30 hours on average per panel design, which is far more efficient than creating 59 individual
panel designs from scratch, and which provides savings to the District upwards of $250,000.
Panel Designs to be Developed:
• Lift Station Template
o 11 total panel design instances
• Pressure Reducing Station Template
o 30 total panel design instances
• Reservoir Template
o 7 total panel design instances
• Lake Template
o 3 total panel design instances
• Pump Station Template
o 4 total panel design instances
• Maerkle Hydroelectric
• Maerkle Chlorine
• D Site
• Encina / CWRF PS
Once approved by the District, a final “issued for construction” set will be produced and stamped by a
Professional Engineer as the engineer of record.
Panel Testing
Once the District’s contractor has fabricated each of the designed panels, EA will complete tasks to support
the testing of each panel prior to shipment. First, EA will develop comprehensive panel testing
documentation for each panel. The panel testing procedures will be created largely from previous panel
testing procedures and checklists and will therefore not require a large amount of time for EA to develop,
only customize for this effort. EA will submit these testing procedures to the District and the contractor.
During the testing process EA will support the contractor, who will be in charge of execution. EA has
budgeted time to answer questions from the contractor, review completed testing procedures for each
panel, and provide general support and coordination within the allocated budget. The fabrication contractor
will be expected to fully complete and document the testing of each panel, after which EA will perform a
spot check witnessed FAT of all panels once this is completed. The District is also invited and encouraged
to participate in the witnessed FAT of the panels with EA.
Deploy
Once panels are ready to be commissioned, EA will plan to execute panel-specific deployment and start up
tasks alongside the current site commissioning plans for the main project. EA has budgeted for an
additional day per site for one engineer to complete on-site panel hardware checkouts, verify completed
loop checks, and execute panel SAT procedures.
In addition to deployment tasks, EA has budgeted to provide support for the District’s chosen Construction
Manager. Here, EA will answer RFIs and provide general support throughout the commissioning process as
needed.
Closeout
Following the completion of commissioning, EA will update each panel design and the automation design
and construction standards to as-built reflecting any documentation changes made during fabrication or
commissioning.
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
July 16, 2024 Item #6 Page 12 of 28
+ ENTERPRISE
AUT~tt~!!9,.~
SCADA Replacement Project, Contract Amendment 1
EA Project Number: EA23CWD037, v2.0.0
9050 Irvine Center Dr. Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Contract Amendment 1
SCADA Replacement Project
Page Number: 3 of 3
Schedule Effect
☐ Delay ☐ Advance ☒ None ☐ Unknown
Cost Estimate
See the attached cost estimate for a detailed breakdown of costs associated with this change order.
Conclusion
I welcome any further discussion that may facilitate the refinement of this scope of work. Please contact
me on our main office number (949) 769-6000 or alternatively on my cell phone at (949) 273-9853 with any
questions.
Thank you,
Paul Rahmanian
Area Manager (Carlsbad Project Manager)
Luke Stephenson
Business Operations VP (Carlsbad Account
Manager)
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
July 16, 2024 Item #6 Page 13 of 28
+ ENTERPRISE
AUT~tt~!!9,.~
SCADA Replacement Project, Contract Amendment 1
EA Project Number: EA23CWD037, v2.0.0
9050 Irvine Center Dr. Irvine CA 92618 USA
Tel 949-769-6000 Fax 949-769-6005
www.eaintegrator.com
Contract Amendment 1
SCADA Replacement Project
Page Number: 4 of 2
Assumptions & Clarifications
1. Due to specific similarities of some sites / site types, EA has determined an execution approach to
‘templatize’ panel designs where practical, to create efficiencies. The estimated effort for the panel
design heavily depends on this approach. If during the course of design, it is determined that this
approach must significantly change, EA will discuss with the District if additional budget is
necessary.
2. EA will not be responsible for the full testing of each panel, which will be the responsibility of the
contracted fabricator. EA will provide support for the contractor in charge of fabricating the panels
and perform an abbreviated subset (“spot check”) of testing in a witnessed FAT thereafter.
3. EA has allocated budget for up to 156 hours of Panel FAT support (procedures, questions,
witnessed FAT, PM). If panels are fabricated at a shop outside of Southern California or if the
contractor requires additional support, additional budget may be needed.
4. EA expects to execute all tasks within the original schedule bounds for this project, however
procurement and fabrication delays by others may impact the overall project schedule.
5. EA expects all panel installation and related tasks to be completed (by others) prior to arriving at
each site for deployment.
6. EA will be providing fabrication-ready designs. Procurement, fabrication, cutover planning and
implementation, and installation will be responsibility of others.
7. Panel procurement and fabrication is by others and lead times are currently unknown. It is EA’s
understanding that procurement, fabrication, and installation of all panels will be solicited and
awarded separately.
8. Written approval (email or letter) from Carlsbad MWD is required for all submittals within 10
business days of release by EA.
9. 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.
10. Terms and conditions are per the original Purchase Order
Contract Amendment Log
Change
Order #
Description Proposed
Price
Status Approved
Price
- Original Contract - N/A $2,221,288
1 Panel Design Scope Addition $745,439 Pending -
TOTAL APPROVED AMOUNT $2,221,288
TOTAL PENDING CHANGE ORDERS $745,439
TOTAL APPROVED + PENDING CHANGE ORDERS $2,966,727
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
July 16, 2024 Item #6 Page 14 of 28
+ ENTERPRISE
AUT~tt~!!9,.~
Client: Carlsbad MWD
Project: SCADA Replacement Project - Contract Amendment 1
Number: EA23CWD037 Date: 5/24/2024 Revision: 2.0.0 Author: MM Reviewed By: NT/PR/AC/LS
Summary
Proj. Eng.Lead Eng.PM CAD Proj. Eng.Lead Eng.PM CAD Hours PriceInitiation30404200000106$25,370
Specifications 100 58 19 0 0 0 0 0 210 $53,435
Panel Design 256 315 168 927 0 0 0 0 1843 $382,975Panel Testing 18 48 19 0 40 80 0 0 207 $53,785Commissioning40214490023600539$143,885Closeout4040241400000260$52,740
Engineering Labor Totals 484 715 283 1087 40 316 0 0 3165 $712,190
Expenses (excl. taxes)PriceEXP Travel $33,249
Total Expenses $33,249
Grand Total $745,439
#TotalsEngineering Labor In Office Out of Office
EA23CWD037 CA1 ESTIMATE SCADA Replacement Project 2.0.0.xlsm Summary 1 of 12
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
Ju
l
y
1
6
,
2
0
2
4
It
e
m
#
6
P
a
g
e
1
5
o
f
2
8
,A,,__ ENTERPRISE y AUTq~~I!2.~
Client: Carlsbad MWD
Project: SCADA Replacement Project - Contract Amendment 1
Number: EA23CWD037 Date: 5/24/2024 Revision: 2.0.0 Author: MM Reviewed By: NT/PR/AC/LS
WBS Description Proj. Eng.Lead Eng.PM CAD Architect Proj. Eng.Lead Eng.PM CAD Architect
Project initiation 16 $4,320
010 Project setup 4accounting setupdevelop project schedule, resource loading
050 Execution planning 10 2develop initial detailed project task execution plans
EA Internal team check-in meetings 90 $21,050
995 Team check-in meetings 30 30 20 10
review project progress, ETCs, schedule, risks, etc.
Hours 30 40 4 20 12 0 0 0 0 0 106
Price $7,050 $10,800 $1,060 $3,100 $3,360 $0 $0 $0 $0 $0 $25,370
Price
Totals
Initiation
Engineering Labor
Hours
In Office Out of Office
EA23CWD037 CA1 ESTIMATE SCADA Replacement Project 2.0.0.xlsm ENG Initiation 2 of 12
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
Ju
l
y
1
6
,
2
0
2
4
It
e
m
#
6
P
a
g
e
1
6
o
f
2
8
♦ ENTERPRISE
AUT~,t:~"L~I!9..~
Client: Carlsbad MWD
Project: SCADA Replacement Project - Contract Amendment 1
Number: EA23CWD037 Date: 5/24/2024 Revision: 2.0.0 Author: MM Reviewed By: NT/PR/AC/LS
WBS Description Proj. Eng.Lead Eng.PM CAD Architect Proj. Eng.Lead Eng.PM CAD Architect
165 Revise Automation Design and Construction Standards 167 $41,840
Update existing documentation 100 42 25background and general guidelinesscope of work requirements and responsibilitiesdrawing and submittal standardstesting standardsI/O and control standardsPLC and radio standards
control panel standards
physical tagging and indentification standards
Submittalprepare and submit to clientpost submittal changes
150 Standards Review Workshops 24 $6,560prepare materials for workshop (agenda, coordination)4
workshops 8 8
review existing processes and preferencesreview new processes and preferencesreview suggested documentation updatesreview comments on draftsnotes compilation 4
990 Project management 19 $5,035
Coordination, project management, overhead, meetings 19
Hours 100 58 19 0 33 0 0 0 0 0 210
Price $23,500 $15,660 $5,035 $0 $9,240 $0 $0 $0 $0 $0 $53,435
Hours Price
Specifications
Engineering Labor In Office Out of Office Totals
EA23CWD037 CA1 ESTIMATE SCADA Replacement Project 2.0.0.xlsm ENG Specifications 3 of 12
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
Ju
l
y
1
6
,
2
0
2
4
It
e
m
#
6
P
a
g
e
1
7
o
f
2
8
♦ ENTERPRISE
AUT~,t:~"L~I!9..~
Client: Carlsbad MWD
Project: SCADA Replacement Project - Contract Amendment 1
Number: EA23CWD037 Date: 5/24/2024 Revision: 2.0.0 Author: MM Reviewed By: NT/PR/AC/LS
WBS Description Proj. Eng.Lead Eng.PM CAD Architect Proj. Eng.Lead Eng.PM CAD Architect
110 Lift Station Template Panel Design 270 $50,575Develop lift station template panel design 20 40 120Develop lift station panel design instances 10 15 65back panel layout
prepare temperature calculations (as needed)
prepare power supply and battery calculationscompile bill of materialsinternal reviewpreliminary design review with the clientPanel drafting supportSubmittalprepare and submit to client
post submittal changes
110 PRS Template Panel Design 240 $44,870Develop PRS template panel design 4 10 26Develop PRS panel design instances 20 40 140back panel layout prepare temperature calculations (as needed)prepare power supply and battery calculations
compile bill of materials
internal reviewpreliminary design review with the clientPanel drafting supportSubmittalprepare and submit to clientpost submittal changes
Hours Price
Panel Design
Engineering Labor TotalsIn Office Out of Office
EA23CWD037 CA1 ESTIMATE SCADA Replacement Project 2.0.0.xlsm ENG Panel Design 4 of 12
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
Ju
l
y
1
6
,
2
0
2
4
It
e
m
#
6
P
a
g
e
1
8
o
f
2
8
♦ ENTERPRISE
AUT~,t:~"L~I!9..~
Client: Carlsbad MWD
Project: SCADA Replacement Project - Contract Amendment 1
Number: EA23CWD037 Date: 5/24/2024 Revision: 2.0.0 Author: MM Reviewed By: NT/PR/AC/LS
WBS Description Proj. Eng.Lead Eng.PM CAD Architect Proj. Eng.Lead Eng.PM CAD Architect Hours Price
Panel Design
Engineering Labor TotalsIn Office Out of Office
110 Reservoir Template Panel Design 175 $33,070Develop reservoir template panel design 6 10 26Develop reservoir panel design instances 18 25 90back panel layout
prepare temperature calculations (as needed)
prepare power supply and battery calculationscompile bill of materialsinternal reviewpreliminary design review with the clientPanel drafting supportSubmittalprepare and submit to client
post submittal changes
110 Lake Template Panel Design 209 $39,350Develop lake template panel design 10 16 60Develop lake panel design instances 18 25 80back panel layout prepare temperature calculations (as needed)prepare power supply and battery calculations
compile bill of materials
internal reviewpreliminary design review with the clientPanel drafting supportSubmittalprepare and submit to clientpost submittal changes
EA23CWD037 CA1 ESTIMATE SCADA Replacement Project 2.0.0.xlsm ENG Panel Design 5 of 12
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
Ju
l
y
1
6
,
2
0
2
4
It
e
m
#
6
P
a
g
e
1
9
o
f
2
8
♦ ENTERPRISE
AUT~,t:~"L~I!9..~
Client: Carlsbad MWD
Project: SCADA Replacement Project - Contract Amendment 1
Number: EA23CWD037 Date: 5/24/2024 Revision: 2.0.0 Author: MM Reviewed By: NT/PR/AC/LS
WBS Description Proj. Eng.Lead Eng.PM CAD Architect Proj. Eng.Lead Eng.PM CAD Architect Hours Price
Panel Design
Engineering Labor TotalsIn Office Out of Office
110 Pump Station Template Panel Design 10 32 70 136 $26,340Develop pump station template panel design 4 4 16Develop pump station panel design instancesback panel layout
prepare temperature calculations (as needed)
prepare power supply and battery calculationscompile bill of materialsinternal reviewpreliminary design review with the clientPanel drafting supportSubmittalprepare and submit to client
post submittal changes
110 Maerkle Hydroelectric Panel Design 40 $7,830Maerkle Hydroelectric panel design 6 10 24back panel layout prepare temperature calculations (as needed)prepare power supply and battery calculationscompile bill of materials
internal review
preliminary design review with the clientPanel drafting supportSubmittalprepare and submit to clientpost submittal changes
EA23CWD037 CA1 ESTIMATE SCADA Replacement Project 2.0.0.xlsm ENG Panel Design 6 of 12
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
Ju
l
y
1
6
,
2
0
2
4
It
e
m
#
6
P
a
g
e
2
0
o
f
2
8
♦ ENTERPRISE
AUT~,t:~"L~I!9..~
Client: Carlsbad MWD
Project: SCADA Replacement Project - Contract Amendment 1
Number: EA23CWD037 Date: 5/24/2024 Revision: 2.0.0 Author: MM Reviewed By: NT/PR/AC/LS
WBS Description Proj. Eng.Lead Eng.PM CAD Architect Proj. Eng.Lead Eng.PM CAD Architect Hours Price
Panel Design
Engineering Labor TotalsIn Office Out of Office
110 Maerkle Chlorine Panel Design 200 $37,200Maerkle Chlorine panel design 20 40 140back panel layout prepare temperature calculations (as needed)
prepare power supply and battery calculations
compile bill of materialsinternal reviewpreliminary design review with the clientPanel drafting supportSubmittalprepare and submit to clientpost submittal changes
110 D Site Panel Design 150 $34,700D Site panel design 100 30 20back panel layout prepare temperature calculations (as needed)prepare power supply and battery calculationscompile bill of materialsinternal review
preliminary design review with the client
Panel drafting supportSubmittalprepare and submit to clientpost submittal changes
EA23CWD037 CA1 ESTIMATE SCADA Replacement Project 2.0.0.xlsm ENG Panel Design 7 of 12
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
Ju
l
y
1
6
,
2
0
2
4
It
e
m
#
6
P
a
g
e
2
1
o
f
2
8
♦ ENTERPRISE
AUT~,t:~"L~I!9..~
Client: Carlsbad MWD
Project: SCADA Replacement Project - Contract Amendment 1
Number: EA23CWD037 Date: 5/24/2024 Revision: 2.0.0 Author: MM Reviewed By: NT/PR/AC/LS
WBS Description Proj. Eng.Lead Eng.PM CAD Architect Proj. Eng.Lead Eng.PM CAD Architect Hours Price
Panel Design
Engineering Labor TotalsIn Office Out of Office
110 Encina / CWRF PS Panel Design 78 $14,960Encina / CWRF PS panel design 10 18 50back panel layout prepare temperature calculations (as needed)
prepare power supply and battery calculations
compile bill of materialsinternal reviewpreliminary design review with the clientPanel drafting supportSubmittalprepare and submit to clientpost submittal changes
110 Record Drawings 177 177 $49,560Final review by licensed Professional EngineerStamp "for construction" drawing sets
990 Project management 168 $44,520Coordination, project management, overhead, meetings 168
Hours 256 315 168 927 177 0 0 0 0 0 1843
Price $60,160 $85,050 $44,520 $143,685 $49,560 $0 $0 $0 $0 $0 $382,975
EA23CWD037 CA1 ESTIMATE SCADA Replacement Project 2.0.0.xlsm ENG Panel Design 8 of 12
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
Ju
l
y
1
6
,
2
0
2
4
It
e
m
#
6
P
a
g
e
2
2
o
f
2
8
♦ ENTERPRISE
AUT~,t:~"L~I!9..~
Client: Carlsbad MWD
Project: SCADA Replacement Project - Contract Amendment 1
Number: EA23CWD037 Date: 5/24/2024 Revision: 2.0.0 Author: MM Reviewed By: NT/PR/AC/LS
WBS Description Proj. Eng.Lead Eng.PM CAD Architect Proj. Eng.Lead Eng.PM CAD Architect
715 Panel test documentation 14 4 2 20 $4,930
Develop panel test documentationPrepare and submitPost submittal changes
795 Panel FAT (witnessed)4 4 40 40 88 $22,220Panel FAT
795 Panel testing coordination 40 40 80 $21,600General coordination time during panel testing
990 Project management 19 $5,035Coordination, project management, overhead, meetings 19
Hours 18 48 19 0 2 40 80 0 0 0 207
Price $4,230 $12,960 $5,035 $0 $560 $9,400 $21,600 $0 $0 $0 $53,785
Hours Price
Panel Testing
Engineering Labor TotalsIn Office Out of Office
EA23CWD037 CA1 ESTIMATE SCADA Replacement Project 2.0.0.xlsm ENG Panel Testing 9 of 12
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
Ju
l
y
1
6
,
2
0
2
4
It
e
m
#
6
P
a
g
e
2
3
o
f
2
8
♦ ENTERPRISE
AUT~,t:~"L~I!9..~
Client: Carlsbad MWD
Project: SCADA Replacement Project - Contract Amendment 1
Number: EA23CWD037 Date: 5/24/2024 Revision: 2.0.0 Author: MM Reviewed By: NT/PR/AC/LS
WBS Description Proj. Eng.Lead Eng.PM CAD Architect Proj. Eng.Lead Eng.PM CAD Architect
Deploy 118 236 354 $95,580
Mobilization / setup
820 Panel hardware checkout
830 Loop checks
890 Panel SATs
140 Construction Management/Support 136 $35,320
Answer RFIs 20 48
General coordination and support 20 48
990 Project management 49 $12,985Coordination, project management, overhead, meetings 49
Hours 40 214 49 0 0 0 236 0 0 0 539
Price $9,400 $57,780 $12,985 $0 $0 $0 $63,720 $0 $0 $0 $143,885
Hours Price
Commissioning
Engineering Labor TotalsIn Office Out of Office
EA23CWD037 CA1 ESTIMATE SCADA Replacement Project 2.0.0.xlsm ENG Commissioning 10 of 12
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
Ju
l
y
1
6
,
2
0
2
4
It
e
m
#
6
P
a
g
e
2
4
o
f
2
8
♦ ENTERPRISE
AUT~,t:~"L~I!9..~
Client: Carlsbad MWD
Project: SCADA Replacement Project - Contract Amendment 1
Number: EA23CWD037 Date: 5/24/2024 Revision: 2.0.0 Author: MM Reviewed By: NT/PR/AC/LS
WBS Description Proj. Eng.Lead Eng.PM CAD Architect Proj. Eng.Lead Eng.PM CAD Architect
As-built documentation 40 40 140 16 236 $46,380
910 Update all designs and specifications to as builtpanel drawingsdesign and construction specifications
990 Project management 24 $6,360Coordination, project management, overhead, meetings 24
Hours 40 40 24 140 16 0 0 0 0 0 260
Price $9,400 $10,800 $6,360 $21,700 $4,480 $0 $0 $0 $0 $0 $52,740
Hours Price
Closeout
Engineering Labor TotalsIn Office Out of Office
EA23CWD037 CA1 ESTIMATE SCADA Replacement Project 2.0.0.xlsm ENG Closeout 11 of 12
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
Ju
l
y
1
6
,
2
0
2
4
It
e
m
#
6
P
a
g
e
2
5
o
f
2
8
♦ ENTERPRISE
AUT~,t:~"L~I!9..~
Client: Carlsbad MWD
Project: SCADA Replacement Project - Contract Amendment 1
Number: EA23CWD037 Date: 5/24/2024 Revision: 2.0.0 Author: MM Reviewed By: NT/PR/AC/LS
Travel
Panel Testing $1,176
1.mileage to site round trip, 101 mi., $0.67/mi.2 $68 $1352.hotel per night, per GSA rate 4 $186 $7443.per diem per GSA rate 4 $74 $296
Commissioning $32,0731.mileage to site round trip, 101 mi., $0.67/mi.59 $68 $3,9932.hotel per night, per GSA rate 108 $186 $20,0883.per diem per GSA rate 108 $74 $7,992
Price $33,249
Ext. Cost PriceNo.Description Rate Details Qty.Unit Cost
EA23CWD037 CA1 ESTIMATE SCADA Replacement Project 2.0.0.xlsm EXP Travel 12 of 12
DocuSign Envelope ID: 548CBA3A-16C8-44DD-A8F7-A46B3E1E17D4
Ju
l
y
1
6
,
2
0
2
4
It
e
m
#
6
P
a
g
e
2
6
o
f
2
8
+ ENTERPRISE
AUT(?~~I!2.~
July 16,2024 Item #6 Page 27 of 28
Exhibit 2
RESOLUTION NO. 2024-171
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 AMENDMENT NO. 1 TO THE PROFESSIONAL
SERVICES AGREEMENT WITH PARTNERS IN CONTROL, INC., DBA
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, on Jan. 9, 2024, the Carlsbad Municipal Water District Board adopted Resolution No.
1726, authorizing a professional services agreement with Partners in Control, Inc., a California
Corporation dba Enterprise Automation, or Enterprise Automation, for system integrator services for
Phase 1 of the project to replace the water and wastewater supervisory control and data acquisition,
or SCADA, systems; and
WHEREAS, on Jan. 9, 2024, the City Council adopted Resolution No. 2024-005, authorizing the
use of the Sewer Replacement Fund for the city's portion of the professional services agreement with
Enterprise Automation; and
WHEREAS, in March 2024, staff began working with Enterprise Automation on the project and
work has been proceeding according to schedule; and
WHEREAS, staff have identified tasks that were originally intended for Phase 2 of the project,
or the construction phase, that could be performed by Enterprise Automation now; and
WHEREAS, staff find that having Enterprise Automation perform the tasks will save time and
reduce overall project costs; and
WHEREAS, the CMWD Board authorized and directed the President to execute Amendment No.
1 to the agreement with Partners in Control, Inc., a California Corporation dba Enterprise Automation
to provide additional system integrator services for the water and wastewater SCADA replacement
project in an amount not to exceed $745,439; and
WHEREAS, the city's pro-rata share of costs for the wastewater portion of the system integrator
services for the water and wastewater SCADA replacement project is $126,725; and
WHEREAS, sufficient funding is available in Capital Improvement Program Project No. 5542-1,
Sewer Replacement Fund.
July 16,2024 Item #6 Page 28 of 28
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 $126,725 of the total amendment in
an amount not to exceed $745,439 with Partners in Control, Inc., a California
Corporation dba Enterprise Automation for additional system integrator services for the
portion of the project related to the wastewater SCADA system replacement.
PASSED, APPROVED AND ADOPTED at a Joint Special Meeting of the City Council of the City of
Carlsbad and the Carlsbad Municipal Water District on the 16th day of :!.l:!!Y, 2024, by the following vote,
to wit:
AYES:
NAYS:
ABSTAIN:
ABSENT:
BLACKBURN, BHAT-PATEL, ACOSTA, BURKHOLDER.
NONE.
NONE.
LUNA.
KEITH BLACKBURN, Mayor
SHERRY FREISINGER, City Clerk
(SEAL)