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HomeMy WebLinkAboutJM Integration 2021-02-05 CONTRACT 2021-167 1 SCADA SERVICE PROVIDER FOR THE SCADA SYSTEM UPGRADE AND ONGOING MAINTENANCE AT THE WATER TREATMENT PLANT This Agreement is made and entered on February 5, 2021, in Ukiah, California, by and between JM Integration, a CA limited liability corporation ("Contractor") and the City of Ukiah ("City"), a general law municipal corporation. RECITALS: 1. The work is for the SCADA System Upgrade and Ongoing Maintenance at the Water Treatment Plant ("the Work") as described in Exhibit A, which is attached hereto and incorporated herein by this reference. 2. Contractor is properly licensed and qualified to perform the work. 3. Whenever this Agreement calls for City approval or notification, the approval or notification must be signed by the City Manager or his or her designee. AGREEMENT: Wherefore, in consideration of the foregoing facts and the terms and conditions as further stated herein, the parties hereby agree as follows. 1. PERFORMANCE OF THE WORK Contractor will perform the Work as further provided herein. 1.1 Time of Performance. Time is of the essence, and the Contractor shall commence making the services available to the City upon the receipt of a Notice to Proceed, and they shall be available thereafter upon request for service by City, and as per schedule provided in Exhibit A. 1.2 Contract Documents. Contractor will perform the Work in compliance with the attached Exhibit A. If there is any inconsistency or conflict between Exhibit A, and this agreement, the terms of this Agreement shall prevail, unless expressly stated otherwise in an Amendment to this agreement. 1.3 Contractor furnished items. Contractor will furnish all necessary labor, materials, tools, equipment, and transportation necessary to perform the Work. 1.4 SB 854 requirements 1.4.1 No contractor or subcontractor may be listed on a proposal for a public works project unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5 [with limited exceptions from this requirement for proposal purposes only under Labor Code section 1771.1(a)]. CONTRACT 2021-167 2 1.4.2 No contractor or subcontractor may be awarded a contract for public work on a public works project unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5. 1.4.3 This project is subject to compliance monitoring and enforcement by the Department of Industrial Relations. 1.4.4 The Labor Commissioner through the Division of Labor Standards Enforcement (DLSE) may at any time require contractors and subcontractors to furnish electronic certified payroll records directly to DLSE. All contractors and subcontractors must furnish electronic certified payroll records directly to the DLSE. 1.4.5 The Prime Contractor is required to post job notices at the job site as prescribed by regulations (currently, 8 CCR §16451(d).) 1.5 Use of Employees. 1.5.1. Contractor and any subcontractors shall pay all mechanics and laborers employed by them to work upon the site of the work unconditionally and without subsequent deductions or rebate on any account the full amounts due at the time of payment at wage rates not less than those contained in the applicable prevailing wage determination, regardless of any contractual relationship which may be alleged to exist between the Contractor and subcontractors and such laborers and mechanics. 1.5.2. Contractor shall comply with the California Labor Code Section 1775. In accordance with said Section 1775, Contractor shall forfeit as a penalty to the City, $50.00 for each calendar day or portion thereof, for each workman paid less than the stipulated prevailing rates for such work or craft in which such workman is employed for any work done under the Contract by him or her or by any subcontractor under him or her in violation of the provisions of the Labor Code and in particular, Labor Code Sections 1770 to 1780, inclusive. In addition to said penalty and pursuant to Section 1775, the difference between such stipulated prevailing wage rates and the amount paid to each workman for each calendar day or portion thereof for which each workman was paid less than the stipulated prevailing wage rate shall be paid to each workman by the Contractor. 1.5.3. Pursuant to the provision of Section 1770 of the Labor Code of the State of California, City has ascertained the general prevailing rate of wages (which rate includes employer payments for health and welfare, vacation, pension and similar purposes) applicable to the work to be done, for straight time work. The holiday wage rate listed shall be applicable to all holidays recognized in the collective bargaining agreement of the particular craft, classification, or type of workers concerned. Copies of the General Prevailing Wage Determination are on file in the office of the City Engineer and are available to the Contractor on request. The Contractor shall post the wage determination at the site of work in a prominent place where the workers can easily see it. CONTRACT 2021-167 3 1.5.4. City will not recognize any claim for additional compensation because the Contractor has paid any rate in excess of the prevailing wage rate obtained from the City Engineer. The possibility of wage increases is one of the elements to be considered by the Contractor in determining his or her proposal and will not in any circumstances be considered as the basis for a claim against the City. 1.5.5. Travel and Subsistence Payments. Contractor shall make travel and subsistence payments to each worker needed to execute the work in accordance with the requirements in Section 1773.8 of the Labor Code (Chapter 880, Statutes of 1968). 1.5.6. Apprentices. Attention is directed to the provisions in Sections 1777.5 (Chapter 1411, Statutes of 1968) and 1777.6 of the California Labor Code concerning the employment of apprentices by the Contractor or any subcontractor under him. Contractor and any subcontractor under him or her shall comply with the requirements of said sections in the employment of apprentices. Information relative to apprenticeship standards, wage schedules and other requirements may be obtained from the Director of Industrial Relations, ex officio the Administrator of Apprenticeship, San Francisco, California, or from the Division of Apprenticeship Standards and its branch offices. Copies of Labor Code Sections 1771 (requiring prevailing wages), 1775 (imposing penalties, including a $50 per day, per worker forfeiture, for failure to pay prevailing wages), 1776 (requiring contractor to maintain available for inspection certified payroll records), 1777.5 (requiring certain apprenticeship programs), 1813 (imposing penalties for failure to make records available for inspection) and 1815 (requiring time and ½ for overtime) are available at the Department of Industrial Relations website at http://www.dir.ca.gov/ 1.6 CITY Inspector. CITY may designate an architect, engineer, other design professional or other inspector ("Inspector") to supervise and/or inspect Contractor's performance of the Work. The Inspector shall have no authority to change the Work, the compensation for performing the Work or the time for completing the Work without City's prior written approval. City shall notify the Contractor in writing, if it designates an Inspector. 1.7 Site Conditions. Contractor acknowledges that it has inspected the work site and any improvements involving the Work and satisfied itself as to the conditions which can affect the Work or its cost. Contractor has not relied on any representation by CITY or its officers or employees as to the condition of the site or the houses or any condition that might affect the cost of performing this Agreement. CONTRACT 2021-167 4 1.8 New Products Required. All equipment, materials or fixtures furnished by Contractor under this Agreement shall be new and of the most suitable grade for the intended purpose, unless otherwise specifically provided. 1.9 Compliance with Laws. The Contractor shall give all notices and comply with all applicable laws, ordinances, codes, rules and regulations. The Contractor shall secure and pay for all permits, fees, and licenses necessary for the proper execution and completion of the work. 1.10 Protection of Site and Improvements. The Contractor shall preserve and protect the site, grounds and any involved improvements and shall not alter or damage any portion thereof, except as is absolutely necessary in order to perform the Work. The Contractor shall repair or replace, as directed by CITY, any property that it damages, looses or destroys in violation of this paragraph. Contractor shall assume full responsibility for maintaining the safety of the worksite in compliance with all applicable state and federal worker safety and protection laws and shall maintain the worksite in compliance with all such laws. 1.11 Inspection of Work. The Contractor shall ensure that the Work is available for inspection by CITY or its Inspector at all reasonable times and that no work is covered up or rendered incapable of inspection without prior notice to CITY or its Inspector and a reasonable opportunity for inspection. The presence or absence of a CITY inspector or the conduct of an inspection by CITY or its Inspector shall not relieve the Contractor from any contract requirement or compliance with Exhibit A. 1.12 Title. The Contractor warrants that it conveys full and complete title, free of all liens and encumbrances, to all materials, supplies, fixtures and equipment furnished to CITY under this Agreement and agrees to fully defend and indemnify CITY, its officers and employees, and the houses and homebuyers included in the Work, from and against any claim, lien, charge, debt, cost, expense or liability arising from a breach of said warranty. 1.13 Warranties. In addition to any other warranties in this contract, the Contractor warrants that the Work conforms to the contract requirements and is free of any defect in equipment, material or workmanship for a period of one year from the date of final acceptance of the Work by CITY. If CITY accepts any part of the Work before final acceptance of the entire Work, the warranty shall continue for the period of one year from the date of such partial acceptance. The Contractor shall remedy, at the Contractor’s expense, any failure to conform, or any defect. 1.14 Extension of Time. Should any delays occur which the City may consider unavoidable, as herein defined, the Contractor shall, pursuant to his or her application, be allowed an extension of time proportional to said delay or delays, beyond the time herein set forth, in which to complete this contract. Any claim by Contractor for a time extension based on unavoidable delays shall be based on written notice delivered to the City within 15 days of the occurrence of the event giving rise to the CONTRACT 2021-167 5 claim. Failure to file said written notice within the time specified shall constitute a waiver of said claim. Notice of the full extent of the claim and all supporting data must be delivered to the City within 45 days of the occurrence unless the City specifies in writing a longer period. All claims for a time extension must be approved by the City and incorporated into a written amendment. 1.15. Unfavorable Weather and Other Conditions. During unfavorable weather and other conditions, the Contractor shall pursue only such portions of the work as shall not be damaged thereby. No portions of the work whose satisfactory quality or efficiency will be affected by any unfavorable conditions shall be constructed while these conditions remain, unless, by special means or precautions approved by the City, the Contractor shall be able to overcome them. The Contractor shall be granted a time extension of one day for each unfavorable weather day that prevents him or her from placing concrete forms or placing and finishing concrete or asphalt concrete. Such unfavorable weather day is defined as a rain day where precipitation prevents the contractor from performing the work more than four (4) continuous hours within the authorized work period or a temperature day where the ambient temperature is below that specified for the placement of materials associated with the controlling work item for more than four (4) continuous work hours of the authorized work period. 1.16. Saturday, Sunday, Holiday and Night Work. No work shall be done between the hours of 6 p.m. and 7 a.m., nor on Saturdays, Sundays or legal holidays except such work as is necessary for the proper care and protection of work already performed, or except in cases of absolute necessity and in any case only with the permission of the City. It is understood, however, that night work may be established as a regular procedure by the Contractor if he or she first obtains the written permission of the City and that such permission may be revoked at any time by the City if the Contractor fails to maintain at night adequate force and equipment for reasonable prosecution and to justify inspection of the work. 1.17. Hours of Labor. Eight (8) hours of labor shall constitute a legal day's work and the Contractor or any subcontractor shall not require or permit more than eight hours of labor in a day from any person employed by him or her in the performance of the work under this contract, unless paying compensation for all hours worked in excess of eight (8) hours per day at not less than 1 ½ times the basic rate of pay. The Contractor shall forfeit to the City, as a penalty, the sum of twenty- five dollars ($25.00) for each workman employed in the execution of the contract by him or her or by any subcontractor, for each calendar day during which such laborer, workman, or mechanic is required or permitted to labor more than eight hours in violation of the provisions of Section 1810 to 1816, inclusive, (Article 3, Chapter 1, Part 7, Division 2) of the Labor Code of the State of California and any acts amendatory thereof. 2. CONTRACT PRICE CITY shall pay the Contractor for performance of this Agreement time and materials not-to- exceed $259,755.88. CONTRACT 2021-167 6 3. PAYMENT OF CONTRACT PRICE City shall pay any invoice for completed work, and approved by the City, within thirty (30) days of its receipt by City. All payments under this contract shall be made upon the presentation of certificates in writing from the City and shall show that the work covered by the payments has been done and the payments thereof are due in accordance with this contract. 4. INDEMNIFICATION AND INSURANCE. 4.1 Indemnification. The Contractor shall do all of the work and furnish all labor, materials, tools and appliances, except as otherwise herein expressly stipulated, necessary or proper for performing and completing the work herein required in the manner and within the time herein specified. The mention of any specific duty or liability imposed upon the Contractor shall not be construed as a limitation or restriction of any general liability or duty imposed upon the Contractor by this contract, said reference to any specific duty or liability being made herein merely for the purpose of explanation. The right of general supervision by the City shall not make the Contractor an agent of the City and the liability of the Contractor for all damages to persons or to public or private property, arising from the Contractor's execution of the work, shall not be lessened because of such general supervision. Until the completion and final acceptance by the City of all the work under and implied by this contract, the work shall be under the Contractor's responsible care and charge. The Contractor shall rebuild, repair, restore and make good all injuries, damages, re-erections and repairs, occasioned or rendered necessary by causes of any nature whatsoever, excepting only acts of God and none other, to all or any portions of the work, except as otherwise stipulated. To the fullest extent permitted by law, Contractor shall indemnify and hold harmless the City and its officers, directors, agents, and employees from and against all claims, damages, losses and expenses including but not limited to attorneys' fees, costs of suit, expert witness fees and expenses and fees and costs of any necessary private investigators arising out of or resulting from the performance of the work, provided that any such claim, damage, loss or expense (1) is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible property, other than the work itself, including the loss of use resulting therefrom and (2) is caused in whole or in part by any act or omission of the Contractor, any subcontractor, or anyone directly or indirectly employed by any of them, or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party indemnified hereunder, or by the negligence or omission of a party indemnified herein. In any and all claims against the City or any of its agents or employees by any employee 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 indemnification obligation shall not be limited in any way by any limitation on the amount or type of damages, compensation or benefits payable by or for the Contractor or any subcontractor under workers' or workmen's compensation acts, disability benefit acts, or other employee benefit acts. The obligation to indemnify shall extend to and include acts of CONTRACT 2021-167 7 the indemnified party which may be negligent or omissions which may cause negligence. The City shall have the right to estimate the amount of such damage and to cause the City to pay the same and the amount so paid for such damage shall be deducted from the money due the Contractor under this contract; or the whole or so much of the money due or to become due the Contractor under this contract as may be considered necessary by the City, shall be retained by the City until such suits or claims for damages shall have been settled or otherwise disposed of and satisfactory evidence to that effect furnished to the City. 4.2 Insurance. Contractor shall procure and maintain for the duration of the contract insurance as per Exhibit B. This Agreement may be terminated by City: 1) for convenience 2) for breach of the agreement; City shall notify Contractor of any alleged breach of the agreement and of the action required to cure the breach. If Contractor fails to cure the breach within the time specified in the notice, the contract shall be terminated as of that time. If terminated for convenience of the City, the contract shall terminate on the date notice of termination is given to Contractor. City shall pay the Contractor only for services performed and expenses incurred as of the effective termination date, unless terminated because the Contractor has failed to satisfactorily cure a breach after notice in which event City shall be entitled off-set any damages incurred by the City as a result of the breach from any amounts due to Contractor for work performed prior to the date the contract was terminated. 6. MODIFICATION OF AGREEMENT. City may, from time to time, request changes in the Work, the time to complete the work or the compensation to be paid for the Work. Such changes must be incorporated in written amendments to this Agreement. To be effective, all such changes as referred to in this section must be agreed upon in writing by both parties to this agreement. 7. ASSIGNMENT. The Contractor shall not assign any interest in this Agreement, and shall not transfer any interest in the same (whether by assignment or novation), without the prior written consent of City. 8. APPLICATION OF LAWS. The parties hereby agree that all applicable Federal, State and local rules, regulations and guidelines not written into this Agreement shall hereby prevail during the period of this Agreement. 9. INDEPENDENT CONTRACTOR. It is the express intention of the parties hereto that Contractor is an independent contractor and not an employee, joint venturer, or partner of City for any purpose whatsoever. City shall have no right to, and shall not control the manner or prescribe the method of accomplishing those services contracted to and performed by Contractor under this Agreement, and the general public and all governmental agencies regulating such activity shall be so informed. CONTRACT 2021-167 8 Those provisions of this Agreement that reserve ultimate authority in City have been inserted solely to achieve compliance with federal and state laws, rules, regulations, and interpretations thereof. No such provisions and no other provisions of this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between Contractor and City. Contractor shall pay all estimated and actual federal and state income and self-employment taxes that are due the state and federal government and shall furnish and pay worker's compensation insurance, unemployment insurance and any other benefits required by law for himself and his employees, if any. Contractor agrees to indemnify and hold City and its officers, agents and employees harmless from and against any claims or demands by federal, state or local government agencies for any such taxes or benefits due but not paid by Contractor, including the legal costs associated with defending against any audit, claim, demand or law suit. Contractor warrants and represents that it is a properly licensed for the work performed under this Agreement with a substantial investment in its business and that it maintains its own offices and staff which it will use in performing under this Agreement. 10. DOCUMENTS AND OWNERSHIP OF WORK. All documents furnished to Contractor by City and all documents or reports and supportive data prepared by Contractor under this Agreement are owned and become the property of the City upon their creation and shall be given to City immediately upon demand and at the completion of Contractor’s services at no additional cost to City. Deliverables are identified in the Scope of Work, Exhibit A. All documents produced by the Contractor shall be furnished to City in digital format and hardcopy. Contractor shall produce the digital format using software and media approved by City. 11. GOVERNING LAW. This Agreement shall be governed by and construed in accordance with the laws of the State of California and any legal action concerning the agreement must be filed and litigated in the proper court in Mendocino County, each party consenting to jurisdiction and venue of California state courts in Mendocino County. 12. SEVERABILITY. If any provision of the Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force and effect without being impaired or invalidated in any way. 13. INTEGRATION. This Agreement, including the exhibits attached hereto, contains the entire agreement among the parties and supersedes all prior and contemporaneous oral and written agreements, understandings, and representations among the parties. No amendments to this Agreement shall be binding unless executed in writing by all of the parties. CONTRACT 2021-167 9 14. WAIVER. No waiver of any of the provisions of this Agreement shall be deemed, or shall constitute a waiver of any other provision, nor shall any waiver constitute a continuing waiver. No waiver shall be binding unless executed in writing by the party making the waiver. 15. NOTICES. Whenever notice, payment or other communication is required or permitted under this Agreement, it shall be deemed to have been given when personally delivered, emailed, telefaxed or deposited in the United States mail with proper first-class postage affixed thereto and addressed as follows: JM Integration LLC City of Ukiah 250 Brookdale Drive 300 Seminary Avenue Vacaville, CA 95687 Ukiah, CA 95482 Email: jack.miller@jmintegration.com Email: mhorger@cityofukiah.com Either party may change the address to which notices must be sent by providing notice of that change as provided in this paragraph. 16. PARAGRAPH HEADINGS. The paragraph headings contained herein are for convenience and reference only and are not intended to define or limit the scope of this agreement. 17. EXECUTION OF AGREEMENT. This Agreement may be executed in duplicate originals, each bearing the original signature of the parties. Alternatively, this Agreement may be executed and delivered by facsimile or other electronic transmission, and in more than one counterpart, each of which shall be deemed an original, and all of which together shall constitute one and the same instrument. When executed using either alternative, the executed agreement shall be deemed an original admissible as evidence in any administrative or judicial proceeding to prove the terms and content of this Agreement. WHEREFORE, the parties have entered this Agreement on the date first written above. JM INTEGRATION, LLC CITY OF UKIAH By: ___________________________ By:___________________________ Jack Miller Sage Sangiacomo Owner City Manager California Contractor's License Number ____________ Attest: ________________________ Kristine Lawler, City Clerk Jack Miller Digitally signed by Jack Miller Date: 2021.02.05 15:54:59 -08'00' 1040899 Kristine Lawler (Feb 24, 2021 10:22 PST) Kristine Lawler Request for Proposal SCADA Service Provider for the SCADA System Upgrade And Ongoing Maintenance at the Water Treatment Plant Due Date: 5:00 p.m. (PST), December 8, 2020 Proposal submitted by: Jack Miller, Owner JM Integration LLC 250 Brookdale Drive Vacaville, CA 95687 (888) 536-8623 Main (707) 890-3595 Fax jack.miller@jmintegration.com Proposal submitted to: Mary Horger, Financial Services Manager City of Ukiah 411 West Clay Street Ukiah, CA 95482 (707) 463-6233 mhorger@cityofukiah.com EXHIBIT A Table of Contents A. Cover Letter ......................................................................................................................................................... 1 B. Project Understanding and Proposed Approach ............................................................................................ 2 C. Project Team ........................................................................................................................................................ 6 D. Experiences and References ............................................................................................................................. 9 E. Additional Information ...................................................................................................................................... 10 F. Cost Proposal .................................................................................................................................................... 10 G. Proposed Project Schedule ............................................................................................................................. 15 H. Exceptions ......................................................................................................................................................... 19 A. Cover Letter JM Integration LLC is pleased to submit this proposal for services to support City of Ukiah in achieving its goals for the SCADA System Upgrade and Ongoing Maintenance at the Water Treatment Plant JM Integration LLC is a leading systems integrator specializing in industrial automation and controls for water and wastewater applications. With over 20 years of experience in electrical, instrumentation, and PLC/HMI programming we can offer a wide range of services that is both professional and cost-effective. We are committed to exceeding our clients’ needs by providing simple effective solutions based on industry standards and best practices that are functional, sustainable and value driven. JM Integration LLC was established February 6, 2018 as a single member LLC located in Vacaville, California. Jack Miller is both the owner and operator, a bona fide Jack of all trades. Although we are a relatively new company, our personal experience in the Water and Wastewater Industry is not. With over 20 years of experience working specifically but not exclusively on: •Allen Bradley •Automation Direct •GE •Siemens •Emerson •Rockwell Software •Wonderware •Schneider Electric •Inductive Automation Most of these are considered to be the top manufacturers in automation and control products and we take pride in staying up to date on the latest technology so we can provide our clients’ with the best solutions our industry has to offer. We believe our wide range of services is what sets us apart from other providers. JM Integration LLC currently has no employees. At first glance, that may seem like a disadvantage but when we arrive on site or answer your call you have electrical, instrumentation and PLC/HMI programming at your full disposal. Most companies must coordinate and schedule different departments within their organizations, and even some may not provide all these services. This can sometimes lead to further delays and additional costs which in turn increases downtime on mission critical processes. Our mission is to build trust and deliver value. We do this by applying a 3-step process in every project: 1.We listen. Listening is key to all effective communication. Without the ability to listen effectively, messages are easily misunderstood. We realize that no one understands a process or piece of equipment better than the people working on it every day. By taking the first step and listening to our customers ensures understanding, improves accuracy, and places value on your opinions and experience. 2.We plan. Planning facilitates goals and determines success. It reduces risk and increases efficiency. Having a plan keeps everyone on the same page. It is an invaluable tool in the decision-making process during a project. By combining customer input with industry standards, we create a plan that guarantees the best service every time. 3.We exceed. We believe that by giving our customers more than what is expected we are providing value - added service. It says that we care and have a strong attention to detail. By listening to your needs and creating a plan for success, we are given the opportunity to exceed expectations. We are customer focused and your experience is at the center of every decision we make. Thank you for your time and consideration, Jack Miller | Owner | JM Integration LLC jack.miller@jmintegration.com (707) 365-1843 1 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade B. Project Understanding and Proposed Approach Scope of Work The primary goal of this project is to provide services related to upgrading the existing SCADA system at the City’s Water Treatment Plant. The City would also like to add several additional facilities for monitoring to the proposed new SCADA system. This includes but is not limited to the following locations: •Well 3 •Well 7 •Well 8 •Ford Lift Station •El Dorado Lift Station •Vichy Lift Station The selected contractor shall provide engineering, installation and wiring for new PLCs, conversion of the general control programs to the new PLCs including documentation, all programming for the SCADA and alarms, testing of system, as-built drawings and copies of all logic programming. It is our understanding that the overall project will be broken down into these 5 general areas: 1)Review the existing SCADA system for the Water Utility 2)Propose recommended update to software and hardware, 3)Complete recommended updates, 4)Provide post-project support, and 5)On-going maintenance for an initial 3-year term after project completion. To ensure a successful execution of this project and its goals we recommend organizing the project into 3 main components: (1)Network Communications, (2)Process Automation System (PAS), and (3)Supervisory Control and Data Acquisition (SCADA). Similarly to building a house a robust and reliable communication network is the foundation of a well operating Industrial Control System (ICS). Without this, the accuracy and integrity of the data you are monitoring and controlling is considered untrustworthy and will cause operations to doubt the system. The PAS is the link between your process and SCADA. Creating clear and concise control strategies will provide effective and efficient process control. Collaboration with the City staff and JM Integration LLC’s industry experience results in a customized solution based on industry standards and best practices. The final piece of the execution phase is SCADA. By this stage of the project, we will have gained tremendous insight on how the system will be used and can design an interface that is functional, sustainable and value driven. In todays world with the advancement of technology we can do more with less. Because of this, the demands of an operator require remote access and controls that are safe and secure as oppose to a standard stationary console. This can be accomplished by using Cybersecurity standards. An assessment can be performed to determine what specific needs there are without having to sacrifice accessibility and performance. Once the Site Acceptance Test (SAT) is complete we will provide training for the City’s operation and maintenance staff to familiarize themselves with the new SCADA system. The following tasks shall be completed to fulfill the aforementioned project goals. It is by these deliverables that the success of the project will be determined. Task 1 – Design Planning Services 1.1 Develop Communications Network Design The existing local control network is a combination of Category 5 (CAT5) and Fiber-optic cables that communicate via Ethernet, serial cables that communicate via RS-232, and wireless technology using unlicensed radios (900MHz), mobile broadband and Wi-Fi. Furthermore, existing documentation no longer provides an accurate depiction of the network and makes troubleshooting cumbersome. To remedy this, a simple and reliable solution must first be developed. For example, adding high availability features which provide redundancy and fault tolerance ensure this network is always available even in the event of a failure. 2 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade 1.1.1 Collaborate with the City of Ukiah Project Management Team (PMT) to determine hardware and software specifications based on industry standards and best practices. 1.1.2 Collaborate with the selected network equipment vendor to determine hardware and software specifications based on industry standards and best practices. 1.1.3 Design a network system that provides an acceptable level of redundancy and fault tolerance. 1.1.4 Design a network system that provides an acceptable level of security and control access 1.1.5 Provide drawings and specifications for the upgrade or replacement of existing communication network for SCADA and programmable logic controllers (PLCs). 1.2 Develop Cloud SCADA Architecture Design Cloud based servers are increasingly common, but it is important to educate your organization on the risks associated with them. Cyberspace and its underlying infrastructure are vulnerable to a wide range of risk stemming from both physical and cyber threats and hazards. This design scheme will provide some guidelines that address many potential security issues and offer recommendations on how to better protect your system. This type of architecture is ideal in smaller organizations since you do not have to worry about maintaining a server. Additionally, there is no on-site IT staff required to monitor the system. 1.2.1 Collaborate with the City of Ukiah PMT to determine hardware and software specifications based on industry standards and best practices. 1.2.2 Collaborate with the selected SCADA software vendor to determine hardware and software specifications based on industry standards and best practices. 1.2.3 Design a SCADA system that provides an acceptable level of redundancy and fault tolerance 1.2.4 Design a SCADA system that provides an acceptable level of security and control access 1.2.5 Provide drawings and specifications for the upgrade or replacement of existing SCADA software architecture. 1.3 Develop Programmable Logic Controller (PLC) Standards To simplify design, improve operations, and increase safety and reliability, standards that define how PLCs are to be programmed and installed will be needed. When standards are in place, there are fewer problems that could lead to costly delays or safety incidents. 1.3.1 Collaborate with the City of Ukiah PMT to determine hardware and software specifications based on industry standards and best practices. 1.3.2 Collaborate with the selected PLC vendor to determine hardware and software specifications based on industry standards and best practices. 1.3.3 Provide documentation that defines the standards to be used for the supply and programming of all new PLCs. This includes hardware, software, and wiring tag designations. 1.4 Develop Human-Machine Interface (HMI) Standards To simplify design, improve operations, and increase safety and reliability, standards that define how HMIs are to be programmed and installed will be needed. When standards are in place, there are fewer problems that could lead to costly delays or safety incidents. 1.4.1 Collaborate with the City of Ukiah PMT to determine development and software specifications based on industry standards and best practices. 1.4.2 Collaborate with the selected HMI vendor to determine hardware and software specifications based on industry standards and best practices. 1.4.3 Provide documentation that defines the standards to be used for the development and programming of all new HMIs. This includes database definitions, displays, access controls, security, alarms, and templates. 3 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade 1.5 Develop Asset Tag Standards The need to share data among plant floor and management is becoming more common. As we continue to advance with technology and automation, a common standardized naming system for assets will be developed that will enhance integration capabilities to other types of business software such as Computerized Maintenance Management Software (CMMS) or Systems, Applications and Products (SAP). 1.5.1 Collaborate with the City of Ukiah PMT to determine development and specifications of all new and upgraded asset tags based on industry standards and best practices. 1.5.2 Provide documentation that defines the standards to be used for the development and identification of asset tags throughout the SCADA system. 1.6 Develop Control Strategies The existing programming will need to be converted to the new programming language and to comply with the standards developed under Task 1.3. Additional monitoring and controls may need to be developed, as determined during detailed design. Therefore, it is recommended that control strategy narratives be developed for all PLCs. 1.6.1 Collaborate with the City of Ukiah PMT to design specifications based on existing operations, industry standards and best practices. 1.6.2 Develop process and instrumentation diagrams (P&IDs) from existing plant drawings and documentation, based on as-built drawings from the 1992 and 2005 projects. 1.6.3 Develop narratives for control strategies based on existing logic programming, and include additional monitoring and controls determined during design. 1.7 Develop PLC Panels Design The existing PLCs are GE Series 90-30 controllers and have reached the end of their lifecycle on October 1, 2017. Replacement of these controllers is an essential element of the SCADA upgrade process. Some examples of things to consider when selecting and designing are reliability, serviceability, cost, long-term effectiveness, compatibility, and vendor support. 1.7.1 Collaborate with the City of Ukiah PMT to design specifications based on existing operations, complexity of the process developed under Task 1.6, communication protocols developed under Task 1.1, and industry standards and best practices for the replacement of all PLCs. 1.7.2 Provide drawings and specifications that define the guidelines to be used for the manufacturing of all new PLC control panels. 1.8 Develop Execution Documentation The final step in the design phase is to prepare construction documents for the execution phase of the City of Ukiah SCADA Improvements Project. These documents will combine most of the drawings and specifications developed in the preceding Tasks. The success of this project will be determined by the adherence to the guidelines and standards for the manufacturing, installation, programming, testing and operation of a new SCADA system. 1.8.1 Drawings will be prepared using AutoCAD or similar. 11”x17” will be provided in the submittal 1.8.2 Specifications will be prepared using Microsoft Word. PDF format will be provided in the submittal. 4 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade Task 2 – Design Execution Services 2.1 Project Management Team Provide overall project management, which includes supervision of work, planning and monitoring schedule, reviewing, and submitting invoices, coordination with City of Ukiah staff, and training. 2.1.1 Documentation will include project scope, organization chart, roles and responsibilities, communication protocols, schedules, task assignments and other items as needed. 2.1.2 Coordinate meetings and prepare agendas as needed, draft and final minutes. 2.1.3 Prepare and provide invoices, field reports, purchasing documents, and other items as needed upon request. 2.1.4 Coordinate and provide training of new SCADA system for City of Ukiah staff. 2.2 Build and Commission New PLC Panels The existing treatment facility must remain functional during the construction periods. Modification of project execution elements must be sequenced to allow the treatment process to function without interruption of treatment capability. 2.2.1 All other existing PLCs shall remain operational until cut over to the new PLCs is completed. 2.2.2 All new PLCs shall be fully tested and approved by City of Ukiah staff before installation. 2.2.3 Build, install & test new Package Plant Control Panel (PPCP) PLC panel. After completion, removal of pre-existing PLC panel. 2.2.4 Build, install & test new High Service Pump Station (HSPS) PLC panel. After completion, removal of pre-existing PLC panel. 2.2.5 Build, install & test new Raw Water Pump Station (RWPS) PLC panel. After completion, removal of pre-existing PLC panel. 2.3 Build and Commission New SCADA Software The existing treatment facility must remain functional during the construction periods. Modification of project execution elements must be sequenced to allow the treatment process to function without interruption of treatment capability. 2.3.1 All existing operator workstations shall remain operational until cut over to the new SCADA system is completed. 2.3.2 All new HMIs shall be fully tested and approved by City of Ukiah Supervisor before installation. Coordinate with JM Integration LLC staff for location of new thin client console. 2.3.3 Build, install & test new SCADA software. After completion, removal of pre-existing SCADA software and related equipment. 2.4 Programming Services Provide system integration by way of PLC/HMI programming and development, startup and testing as defined by role of System Integrator in the City of Ukiah SCADA Improvements Project documents. 2.4.1 All hardware and software for this project shall be furnished and installed by JM Integration LLC 2.4.2 Develop, install & test new Package Plant Control Panel (PPCP) PLC/HMI programming using the corresponding control strategy. 2.4.3 Develop, install & test new High Service Pump Station (HSPS) PLC/HMI programming using the corresponding control strategy. 2.4.4 Develop, install & test new Raw Water Pump Station (RWPS) PLC/HMI programming using the corresponding control strategy. 5 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade 2.5 Install RTU Communications The existing facilities must remain functional during the construction periods. Modification of project execution elements must be sequenced to allow the process to function without interruption of treatment capabilities. Provide system integration by way of telemetry programming and development, startup and testing as defined by role of System Integrator in the City of Ukiah SCADA Improvements Project documents. 2.5.1 All hardware and software for this project shall be furnished and installed by JM Integration LLC 2.5.2 Install & test new communications equipment including programming and integration into new SCADA system Task 3 – Support and Ongoing Maintenance 3.1 Post Project Support Once the Site Acceptance Test (SAT) is complete we will provide training for the City’s operation and maintenance staff to familiarize themselves with the new SCADA system. 3.2 Ongoing Maintenance Responding to requests promptly and following through on promises in a timely manner is important as this demonstrates reliability. In addition to regularly submitted documents such as field reports and invoices, copies and other records can be provided upon request. Our office provides all necessary space and s upport to operate at no additional cost or expense to customers. Our normal business hours are Monday-Friday from 9 AM to 5 PM. We can be reached outside normal business hours by visiting our website https://www.jmintegration.com/contact or calling (888) 536-8623. Calls are answered in the order received and response times are typically within 2 hours. Deliverables •SCADA system documentation, as requested •Onsite support, as needed •Remote support, as needed On-site Support Service Response Time JM Integration LLC is available to respond to any emergency or troubleshooting calls on a 24/7 basis, including weekends and holidays. Typical response time for non-emergency requests is less than 2 hours of receipt of the request with a maximum of 4 hours. On-site support is provided in a timely manner and can be scheduled within 24 hours. Virtual Private Network Access JM Integration LLC maintains reliable internet access and understands Virtual Private Network (VPN) technology. We are familiar and help several water wastewater customers using this and other methods such as LogMeIn, TeamViewer, VNC, etc. C. Project Team Jack Miller is both the owner and operator and has over 20 years of experience working with industrial automation and controls. JM Integration LLC will perform all tasks and responsibilities, no subconsultants or subcontractors will be used for this project. 6 JACK MILLER I love innovation and problem-solving. Over the course of my career I have been fortunate enough to experience first-hand how each part of the process is put together which allows me to have a deep level of understanding. My mission is to deliver the best customer service by exceeding clients’ needs and providing simple effective solutions based on industry standards and best practices that are functional, sustainable and value driven. Every day is another opportunity to build trust and deliver value to others. CONTACT PHONE: 707-365-1843 WEBSITE: https://www.jmintegration.com/ EMAIL: jack.miller@jmintegration.com HOBBIES Rotary International Toastmasters International CrossFit Personal Growth Survival Wilderness Training EDUCATION Grantham University May 2018–Present BS in Electronics Engineering Technology* UC Davis Extension October 2011–March 2012 Business and Leadership Courses Vanden High School August 1993–June 1997 High School Diploma EXPERIENCE California Air National Guard Financial Management May 2019–Present Financial Management specialists manage the accounting records and systems. From determining the availability of funds to processing the dispersal of payments to performing audits, we review and approve financial data to ensure that our funds are being utilized responsibly and efficiently. JM Integration LLC Owner February 2018–Present JM Integration LLC is a systems integrator specializing in industrial automation and controls for water and wastewater applications. With over 20 years of experience in electrical, instrumentation, and PLC/HMI programming we can offer a wide range of services that is both professional and cost-effective. We are committed to exceeding our clients’ needs and providing simple, effective solutions based on industry standards that are functional, sustainable and value driven. Telstar Instruments Senior Instrument Specialist/Programmer April 2013–March 2018 Design, install, or repair electronic equipment for industrial automation. Establish and maintain proper business relationships with customers and peers as well as understanding process controls, electrical drawings, networking technologies and several types of computer programming platforms. Complete projects within budget and on schedule, communicate effectively with team members. City of Napa Control System Administrator March 2010–April 2013 Under general direction, oversees the system functions and staff of the water treatment facilities responsible for the maintenance, repair, replacement, design and calibration of process instrumentation, electronic, electrical and mechanical instrumentation and equipment employed in the operation of the water treatment plants and pumping stations. Create new and modify existing PLC/HMI programming, SCADA applications and data collection used for reporting and compliance. 7 Telstar Instruments PLC/HMI Programmer January 2006–March 2010 Design, develop, and troubleshoot new and existing PLC/HMI programming. Provide commissioning and startup support for SCADA/DCS systems and work with others as needed to provide insight on the functionality of any controls component. Train customer end users on functionality of the system and provide documentation such as user manuals, control narratives, etc. Telstar Instruments Instrumentation & Controls Technician January 2001–January 2006 Inspect, test, calibrate, repair, and adjust instruments that detect, measure, and record changes in industrial environments. Provide in- depth technical knowledge on projects and assist engineers in improving instrument and system performance. Telstar Instruments Industrial Electrician October 1997–January 2001 Install, maintain, and repair electrical components, such as control panels. Working in industrial plants and facilities, job sites, or shop environments. Make decisions based on blueprints, schematics, or instructions. Extensive knowledge of electrical safety codes and regulations. CERTIFICATIONS International Society of Automation (ISA) Tuning Control Loops Troubleshooting Instrumentation and Control Systems Industrial Data Communications Certified Control Systems Technician (CCST) Level 2 Cybersecurity Fundamentals Specialist Department of Homeland Security (DHS) Introduction to Control Systems Cybersecurity (Course 101) Intermediate Cybersecurity for Control Systems (Course 201) Intermediate Cybersecurity for Control Systems (Course 202) ICS Cybersecurity (301V/301L) ICS Cybersecurity Analysis & Evaluation 401V Rockwell Automation SLC 500 RSLogix 5000 RSView Supervisory Edition FactoryTalk Transaction Manager FactoryTalk VantagePoint FactoryTalk View FactoryTalk Historian Wonderware Cloud Historian Plant Reporting System Platform InTouch Alarm Notifications Dale Carnegie Effective Communications and Human Relations 8 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade D.Experiences and References North Bay Regional Water Treatment Plant (NBRWTP): SCADA Upgrade Brandan Hiltman, Plant Manager (707) 249-1234 bhiltman@fairfield.ca.gov Performed upgrade of existing control system to a PlanPAx certified control system. PlantPAx is a series of standards set by Rockwell Automation to guarantee delivery of a high availability modernized Distributed Control System (DCS) platform. Existing PLC programming was converted to new PLCs using project specifications control strategies. Collaboration with the City IT staff to implement safe and reliable networking capabilities (VLANs, VPN, etc.) and a virtualized HMI environment. Note: this experience was performed during a previous employment. The example is shown to display the intellectual property gained. Syar Industries: Recycle Plant Upgrade Ian Anderson, Plant Manager (707) 975-7632 ianderson@syar.com Replaced existing controls programming and interface for Recycle Plant process. No documentation was provided, control narratives were created from scratch by collaboration with operators and supervisors. Automation Direct PLCs and HMI hardware and software were used to provide automatic and manual controls with features such as bumpless transfer, alarms, and interlocks. Ongoing maintenance and support are provided as needed. Tomales Village Community Services District (TVCSD): Monthly Reports and Troubleshooting Jose Ortiz, General Manager (707) 330-3542 jose91946@sbcglobal.net Tomales Village Community Services District repaired existing reports spreadsheet using ReportBuilder software. Complete rebuild of reports SQL database, ScadaPhone application, Server OS, and FactoryTalk View SE project from previous versions (RSView32), including alarm notifications, data logs and trends. Performed Cybersecurity assessment and provided recommendations based on industry standards and best practices. Replaced or repaired non-operational instrumentation and calibrated for service and verified scaling against SCADA. On-site services are provided as needed. 9 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade Solano Irrigation District (SID): Cement Hill Plant SCADA Upgrade Jeff Sullivan, IC Supervisor (707) 249-3482 jsullivan@sidwater.org Upgraded existing SCADA system with new PLCs and SCADA server(s) using Schneider Electric ClearSCADA for the main HMI server and Rockwell Automation FactoryTalk View ME for the remote PLC panels. The project included new electrical distribution, instrumentation, control panels and computer hardware/software components. Two nearly identical water treatment plants running side by side with ethernet communications and a chemical feed control system. State reporting and historical data logging were also a part of this project. Siemens flowmeters were installed and calibrated for the chemical feed process. Note: this experience was performed during a previous employment. The example is shown to display the intellectual property gained. City of Ukiah Water Treatment Plant: Repair/Update SCADA Servers Michelle Whyburn, Plant Manager (707) 489-3927 mwhyburn@cityofukiah.com Installed and configured updated SCADA equipment and software such as hard drives, memory, UPS backup, networking, radios, and PC peripherals. Most current revisions of SCADA software and operating system were installed to bring system up to date. Communication failures and alarm notifications were repaired, and system was made operational. E. Additional Information CSLB C10 License 1040899 DIR Number 1000059383 F. Cost Proposal JM Integration LLC cost proposal includes a Not-to-exceed (NTE) amount for all work identified in the Scope of Work section. Travel expenses are in accordance with our current fee schedule which is included as part of this proposal. This NTE cost proposal includes a detailed bill of materials (BOM) and labor for a total of $259,755.88. Labor TASK DESC HRS RATE COST 1 Design Planning Services PMP 32 $ 170.00 $ 5,440.00 ENGR 150 $ 140.00 $ 21,000.00 PROG 0 $ 130.00 $ - 10 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade ELEC 0 $ 120.00 $ - INSTM 0 $ 110.00 $ - ADMIN 156 $ 90.00 $ 14,040.00 PNL SHOP 84 $ 80.00 $ 6,720.00 Subtotal 1 $ 47,200.00 2 Design Execution Services PMP 4 $ 170.00 $ 680.00 ENGR 72 $ 140.00 $ 10,080.00 PROG 520 $ 130.00 $ 67,600.00 ELEC 104 $ 120.00 $ 12,480.00 INSTM 0 $ 110.00 $ - ADMIN 139 $ 90.00 $ 12,510.00 PNL SHOP 0 $ 80.00 $ - Subtotal 2 $ 103,350.00 Travel Onsite Hours (Estimate) 246 20% POV Mileage 3871 $ 0.58 $ 2,245.38 Meals & Incidentals 31 $ 76.00 $ 2,335.10 Lodging 31 $ 200.00 $ 6,145.00 Subtotal 3 $ 10,725.48 Total Subtotal $ 161,275.48 Other 0 Total $ 161,275.48 Bill of Materials (BOM) PN MFR DESC QTY UP EP High Service Pump Station (HSPS) 1606- XLP30E Allen Bradley Compact Power Supply, 24-28V DC, 30 W, 120/240V AC / 85-375V DC Input Voltage 1 $ 173.94 $ 173.94 5069- L320ER Allen Bradley Controller, CompactLogix 5380, 2 MB, 16 I/Os, 40 EtherNet/IP Devices 1 $ 3,830.00 $ 3,830.00 5069-IB16 Allen Bradley 5069 Compact I/O 16 Channel 24V DC Sink Input Module 3 $ 263.00 $ 789.00 5069-OB8 Allen Bradley 5069 Compact I/O 8 channels high current 2A discrete output 1 $ 297.00 $ 297.00 5069-IF8 Allen Bradley 5069 Compact I/O 8 Channel Voltage/Current Analog Input Module 2 $ 867.00 $ 1,734.00 5069-OF8 Allen Bradley 5069 Compact I/O 8 Channel Voltage/Current Analog Output Module 1 $ 1,520.00 $ 1,520.00 Miscellaneous Parts 1 $ 2,000.00 $ 2,000.00 Subtotal 1 $ 10,343.94 Raw Water Pump Station (RWPS) 1606- XLP30E Allen Bradley Compact Power Supply, 24-28V DC, 30 W, 120/240V AC / 85-375V DC Input Voltage 1 $ 173.94 $ 173.94 5069- L320ER Allen Bradley Controller, CompactLogix 5380, 2 MB, 16 I/Os, 40 EtherNet/IP Devices 1 $ 3,830.00 $ 3,830.00 11 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade 5069-IB16 Allen Bradley 5069 Compact I/O 16 Channel 24V DC Sink Input Module 2 $ 263.00 $ 526.00 5069-OB8 Allen Bradley 5069 Compact I/O 8 channels high current 2A discrete output 1 $ 297.00 $ 297.00 5069-IF8 Allen Bradley 5069 Compact I/O 8 Channel Voltage/Current Analog Input Module 2 $ 867.00 $ 1,734.00 5069-OF8 Allen Bradley 5069 Compact I/O 8 Channel Voltage/Current Analog Output Module 1 $ 1,520.00 $ 1,520.00 Miscellaneous Parts 1 $ 2,000.00 $ 2,000.00 Subtotal 2 $ 10,080.94 Package Plant Control Panel (PPCP) 1606- XLP50E Allen Bradley Compact Power Supply, 24-28V DC, 50 W, 120/240V AC / 85-375V DC Input Voltage 2 $ 212.48 $ 424.96 5069- L330ER Allen Bradley Controller, CompactLogix 5380, 3 MB User Memory, 31 I/Os, 60 EtherNet/IP Devices 1 $ 5,600.00 $ 5,600.00 5069-IB16 Allen Bradley 5069 Compact I/O 16 Channel 24V DC Sink Input Module 9 $ 263.00 $ 2,367.00 5069-OB8 Allen Bradley 5069 Compact I/O 8 channels high current 2A discrete output 9 $ 297.00 $ 2,673.00 5069-IF8 Allen Bradley 5069 Compact I/O 8 Channel Voltage/Current Analog Input Module 8 $ 867.00 $ 6,936.00 5069-OF8 Allen Bradley 5069 Compact I/O 8 Channel Voltage/Current Analog Output Module 2 $ 1,520.00 $ 3,040.00 Miscellaneous Parts 1 $ 5,000.00 $ 5,000.00 $ - $ - Subtotal 3 $ 26,040.96 SCADA DELL PowerEdge R340 Server 2 $ 3,052.80 $ 6,105.60 DELL Dell Latitude 5401 Laptop 1 $ 1,642.80 $ 1,642.80 PLC SOFTWARE 1 $ 20,000.00 $ 20,000.00 Miscellaneous Parts 1 $ 5,000.00 $ 5,000.00 Subtotal 4 $ 32,748.40 RTU Communications YX9000L- ISM ELEVATE Radio, Xeta9-EL, 902-928 MHz (ISM Only), 2x Ethernet, 2x Serial, Linux OS 6 $ 1,218.90 $ 7,313.40 Miscellaneous Parts 1 $ 3,000.00 $ 3,000.00 Subtotal 5 $ 10,313.40 Total Subtotal $ 89,527.64 Markup 0.1 Total $ 98,480.40 Monthly Invoices 12 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade JM Integration LLC shall provide detailed monthly invoices for completed tasks or hardware/software received. Invoices will include but not be limited to: •number of hours per task and associated hourly rate(s) •field service report(s) •calibration data sheet(s), if applicable 13 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade 14 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade G.Proposed Project Schedule Proposed project schedule is shown below. TASK DESCRIPTION START END 1.1 Develop Communications Network Design 2/1/21 2/12/21 1.1.1 Collaborate with the UWTP Project Management Team (PMT) to determine hardware and software specifications based on industry standards and best practices. Meeting to discuss existing network architecture Provide draft of proposed new network design that addresses customer inputs and industry standards and best practices City review for approval (document review process) 1.1.2 Collaborate with the selected network equipment vendor to determine hardware and software specifications based on industry standards and best practices. Meeting with vendors to select hardware based on approved design requirements Provide hardware and software specifications from selected vendor equipment based on approved design requirements City review for approval (document review process) 1.1.3 Design a network system that provides an acceptable level of redundancy and fault tolerance. Provide draft of proposed new network design that addresses redundancy and fault tolerance using the approved design requirements City review for approval (document review process) 1.1.4 Design a network system that provides an acceptable level of security and control access Provide draft of proposed new network design that addresses security and control access using the approved design requirements. City review for approval (document review process). 1.1.5 Provide drawings and specifications for the upgrade or replacement of existing communication network for SCADA and programmable logic controllers (PLCs). Provide draft of proposed new design drawings and specifications. City review for approval (document review process). 1.2 Develop Cloud SCADA Architecture Design 2/15/21 2/26/21 1.2.1 Collaborate with the UWTP PMT to determine hardware and software specifications based on industry standards and best practices. Meeting to discuss cloud hosting solutions. Provide draft of proposed Cloud SCADA Architecture Design that addresses customer inputs and industry standards and best practices. City review for approval (document review process) 1.2.2 Collaborate with the selected SCADA software vendor to determine hardware and software specifications based on industry standards and best practices. Meeting with vendors to select hardware and software based on approved design requirements Provide hardware and software specifications from selected vendor equipment based on approved design requirements City review for approval (document review process) 1.2.3 Design a SCADA system that provides an acceptable level of redundancy and fault tolerance. Provide draft of proposed new network design that addresses redundancy and fault tolerance using the approved design requirements. City review for approval (document review process). 1.2.4 Design a SCADA system that provides an acceptable level of security and control access. Provide draft of proposed new network design that addresses security and control access using the approved design requirements. 15 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade City review for approval (document review process) 1.2.5 Provide drawings and specifications for the upgrade or replacement of existing SCADA software architecture. Provide draft of proposed new design drawings and specifications City review for approval (document review process) 1.3 Develop Programmable Logic Controller (PLC) Standards 3/1/21 3/5/21 1.3.1 Collaborate with the UWTP PMT to determine hardware and software specifications based on industry standards and best practices. Meeting to discuss existing PLC Standards Provide draft of proposed PLC Standards that addresses customer inputs and industry standards and best practices City review for approval (document review process) 1.3.2 Collaborate with the selected PLC vendor to determine hardware and software specifications based on industry standards and best practices. Meeting with vendors to select hardware and software based on approved standards and specifications Provide hardware and software specifications from selected vendor equipment based on approved standards and specifications City review for approval (document review process) 1.3.3 Provide documentation that defines the standards to be used for the supply and programming of all new PLCs. This includes hardware, software, and wiring tag designations. Provide draft of proposed standards and specifications City review for approval (document review process) 1.4 Develop Human-Machine Interface (HMI) Standards 3/1/21 3/5/21 1.4.1 Collaborate with the UWTP PMT to determine development and software specifications based on industry standards and best practices. Meeting to discuss existing HMI Standards Provide draft of proposed HMI Standards that addresses customer inputs and industry standards and best practices City review for approval (document review process) 1.4.2 Collaborate with the selected HMI vendor to determine hardware and software specifications based on industry standards and best practices. Meeting with vendors to select hardware and software based on approved standards and specifications Provide hardware and software specifications from selected vendor equipment based on approved standards and specifications City review for approval (document review process) 1.4.3 Provide documentation that defines the standards to be used for the development and programming of all new HMIs. This includes database definitions, displays, access controls, security, alarms and templates. Provide draft of proposed standards and specifications City review for approval (document review process) 1.5 Develop Asset Tag Standards 3/1/21 3/5/21 1.5.1 Collaborate with the UWTP PMT to determine development and specifications of all new and upgraded asset tags based on industry standards and best practices. Meeting to discuss existing Asset Tag Standards Provide draft of proposed Asset Tag Standards that addresses customer inputs and industry standards and best practices City review for approval (document review process) 1.5.2 Provide documentation that defines the standards to be used for the development and identification of asset tags throughout the SCADA system. Provide draft of proposed standards and specifications 16 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade City review for approval (document review process) 1.6 Develop Control Strategies 3/8/21 3/19/21 1.6.1 Collaborate with the UWTP PMT to design specifications based on existing operations, industry standards and best practices. Meeting to discuss existing control strategies documentation methods Provide draft of control strategy document template that will be used for programming City review for approval (document review process) 1.6.2 Develop process and instrumentation diagrams (P&IDs) from existing plant drawings and documentation, based on as-built drawings from the 1992 and 2005 projects. Provide draft of P&IDs that will replace existing plant drawings and documentation City review for approval (document review process) 1.6.3 Develop narratives for control strategies based on existing logic programming, and include additional monitoring and controls determined during design. Provide draft of control strategies using the template, includes additional monitoring and controls determined during design City review for approval (document review process) 1.7 Develop PLC Panels Design 3/22/21 3/26/21 1.7.1 Collaborate with the UWTP PMT to design specifications based on existing operations, complexity of the process developed under Task 1.6, communication protocols developed under Task 1.1, and industry standards and best practices for the replacement of all PLCs. Meeting to discuss proposed PLC panel upgrades and locations 1.7.2 Provide drawings and specifications that define the guidelines to be used for the manufacturing of all new PLC control panels. Provide drawings and specifications for proposed PLC panel upgrades and/or replacements City review for approval (document review process) 1.8 Develop Execution Documentation 3/22/21 3/26/21 1.8.1 Drawings will be prepared using AutoCAD or similar. 11”x17” will be provided in the submittal. 50% submittal. City review for approval (document review process) 90% submittal. City review for approval (document review process) 1.8.2 Specifications will be prepared using Microsoft Word. PDF format will be provided in the submittal. 50% submittal. City review for approval (document review process) 90% submittal. City review for approval (document review process) Provide final drawings and specifications documents 2.1 Project Management Team 2/1/21 6/1/21 2.1.1 Documentation will include project scope, organization chart, roles and responsibilities, communication protocols, schedules, task assignments and other items as needed. 2.1.2 Coordinate meetings and prepare agendas as needed, draft and final minutes. 2.1.3 Prepare and provide invoices, field reports, purchasing documents, and other items as needed upon request. 2.1.4 Coordinate and provide training of new SCADA system for UWTP staff. 2.2 Build, Install & Test New PLC Panels 5/10/21 5/21/21 2.2.1 All other existing PLCs shall remain operational until cut over to the new PLCs is completed. 2.2.2 All new PLCs shall be fully tested and approved by UWTP staff before installation. 2.2.3 Build, install & test new Package Plant Control Panel (PPCP) PLC panel. After completion, removal of pre-existing PLC panel. Build PLC panel per drawings and specifications Factory acceptance testing (FAT) Install PLC panel per drawings and specifications onsite 17 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade Site acceptance testing (SAT) Test and commssion PLC panel per drawings and specifications System integration testing (SIT) Removal of pre-existing PLC panel 2.2.4 Build, install & test new High Service Pump Station (HSPS) PLC panel. After completion, removal of pre- existing PLC panel. Build PLC panel per drawings and specifications Factory acceptance testing (FAT) Install PLC panel per drawings and specifications onsite Site acceptance testing (SAT) Test and commssion PLC panel per drawings and specifications System integration testing (SIT) Removal of pre-existing PLC panel 2.2.5 Build, install & test new Raw Water Pump Station (RWPS) PLC panel. After completion, removal of pre- existing PLC panel. Build PLC panel per drawings and specifications Factory acceptance testing (FAT) Install PLC panel per drawings and specifications onsite Site acceptance testing (SAT) Test and commssion PLC panel per drawings and specifications System integration testing (SIT) Removal of pre-existing PLC panel 2.3 Build, Install & Test New SCADA Software 4/5/21 5/28/21 2.3.1 All existing operator workstations shall remain operational until cut over to the new SCADA system is completed. 2.3.2 All new HMIs shall be fully tested and approved by UWTP Supervisor before installation. Coordinate with UWTP staff for location of new thin client console. 2.3.3 Build, install & test new SCADA software. After completion, removal of pre-existing SCADA software and related equipment. Install thin client console and configure per specifications Build SCADA software architecture and configure per specifications System integration testing (SIT) Removal of pre-existing SCADA equipment and software 2.4 Programming Services 4/5/21 5/28/21 2.4.1 All hardware and software for this project shall be furnished and installed by JM Integration LLC 2.4.2 Develop, install & test new Package Plant Control Panel (PPCP) PLC/HMI programming using the corresponding control strategy. Develop and download PLC/HMI programming per specifications and corresponding control strategy System integration testing (SIT) 2.4.3 Develop, install & test new High Service Pump Station (HSPS) PLC/HMI programming using the corresponding control strategy. Develop and download PLC/HMI programming per specifications and corresponding control strategy System integration testing (SIT) 2.4.4 Develop, install & test new Raw Water Pump Station (RWPS) PLC/HMI programming using the corresponding control strategy. Develop and download PLC/HMI programming per specifications and corresponding control strategy System integration testing (SIT) 18 JM Integration LLC: Proposal for Water Treatment Plant SCADA Upgrade H.Exceptions JM Integration LLC takes no exceptions with respect to the City of Ukiah Scope of Services, insurance requirements and/or the draft agreement as shown in the RFP documentation. 19 Rev: 11/20/08 Page 1 of 2 EXHIBIT B - INSURANCE REQUIREMENTS FOR CONTRACTORS Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, his agents, representatives, employees or subcontractors. I. Minimum Scope of Insurance Coverage shall be at least as broad as: A. Insurance Services Office Commercial General Liability coverage (Form No. CG 20 10 10 01 and Commercial General Liability – Completed Operations Form No. CG 20 37 10 01). B. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1 (any auto). C. Worker’s Compensation insurance as required by the State of California and Employer’s Liability Insurance. II. Minimum Limits of Insurance Contractor shall maintain limits no less than: A. General Liability: $2,000,000 per occurrence for bodily injury, personal injury and property damage including operations, products and completed operations. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. Insurance must be written on an occurrence basis. B. Automobile Liability: $2,000,000 per accident for bodily injury and property damage. Insurance must be written on an occurrence basis. C. Worker’s Compensation Employer’s Liability: $1,000,000 per accident for bodily injury or disease. III. Deductibles and Self-Insured Retentions Any deductibles or self-insured retentions must be declared to and approved by the City. The City may require the insurer to reduce or eliminate such deductibles or self-insured retentions with respect to the City, its officers, officials, employees and volunteers; or the Contractor to provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration and defense expenses; or to approve the deductible without a guarantee. IV. REQUIRED Insurance Provisions Proof of general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions: A. The City, its officers, officials, employees, and volunteers are to be covered as ADDITIONAL INSURED with respect to liability arising out of automobiles owned, leased, hired or borrowed by or on behalf of the contractor; and with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts or equipment, furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance, or as a separate owner’s policy. B. The workers’ compensation policy is to be endorsed with a waiver of subrogation. The insurance company, in its endorsement, agrees to waive all rights of subrogation against the City, its officers, officials, employees and volunteers for losses paid under the terms of this policy which arises from the work performed by the named insured for the City. NOTE: You cannot be added as an additional insured on a workers’ compensation policy. C. For any claims related to this project, the Contractor’s insurance coverage shall be primary insurance with respect to the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be in excess of the Contractor’s insurance and shall not contribute with it. Rev: 11/20/08 Page 2 of 2 D. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled by either party, except after thirty (30) days’ prior written notice by certified mail, return receipt requested, has been given to the City. E. Note: (This protects the Contractor) -Coverage shall not extend to any indemnity coverage for the active negligence of the additional insured in any case where an agreement to indemnify the additional insured would be invalid under Subdivision (b) of Section 2782 of Civil Code. V. RATING - Acceptability of Insurers Insurance is to be placed with admitted California insurers with a current A.M. Best’s rating of no less than A- for financial strength, AA for long-term credit rating and AMB-1 for short-term credit rating. VI. Verification of Coverage Contractor shall furnish the City with original certificates and amendatory endorsements affecting coverage required by this clause. The endorsements should be on forms provided by the City. If endorsements are on forms other than the City’s forms, those endorsements or policies must provide coverage that is equivalent to or better than the forms requested by the City. All certificates and endorsements are to be received and approved by the City before work commences. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications at any time. VII. Subcontractors Contractor shall include all subcontractors as insured under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverage for subcontractors shall be subject to all of the requirements stated herein. If you have questions regarding our insurance requirements contact: Risk Manager (707) 463-6287 FAX (707) 463-6204