HomeMy WebLinkAboutE Source 2026-04-03COU No. 2526-202
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AGREEMENT FOR
PROFESSIONAL CONSULTING SERVICES
This Agreement, made and entered into this 3rd day of April, 2026 (“Effective Date”), by
and between CITY OF UKIAH, CALIFORNIA, hereinafter referred to as "City" and E Source
LLC, a Limited Liability Company organized and in good standing under the laws of the state of
California, hereinafter referred to as "Consultant".
RECITALS
This Agreement is predicated on the following facts:
a. City requires consulting services related to Advanced Metering Infrastructure
Procurement Services & Optional Implementation Services.
b. Consultant represents that it has the qualifications, skills, experience and properly
licensed to provide these services, and is willing to provide them according to the terms
of this Agreement.
c. City and Consultant agree upon the Scope-of-Work and Work Schedule attached hereto
as Attachment "A", describing contract provisions for the project and setting forth the
completion dates for the various services to be provided pursuant to this Agreement.
TERMS OF AGREEMENT
1.0 DESCRIPTION OF PROJECT
1.1 The Project is described in detail in the attached Scope-of-Work (Attachment "A").
2.0 SCOPE OF SERVICES
2.1 As set forth in Attachment "A".
2.2. Additional Services. Additional services, if any, shall only proceed upon written
agreement between City and Consultant. The written Agreement shall be in the form of
an Amendment to this Agreement.
3.0 CONDUCT OF WORK
3.1 Time of Completion. Consultant shall commence performance of services as required
by the Scope-of-Work upon receipt of a Notice to Proceed from City and shall complete
such services within one hundred and ninety (190) project hours from receipt of the
Notice to Proceed. Consultant shall complete the work to the City's reasonable
satisfaction, even if contract disputes arise or Consultant contends it is entitled to further
compensation.
4.0 COMPENSATION FOR SERVICES
4.1 Basis for Compensation. For the performance of the professional services of this
Agreement, Consultant shall be compensated on a time and expense basis not to
exceed a guaranteed maximum dollar amount of $59,860. Labor charges shall be
based upon hourly billing rates for the various classifications of personnel employed by
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Consultant to perform the Scope of Work as set forth in the attached Attachment A,
which shall include all indirect costs and expenses of every kind or nature, except direct
expenses. The direct expenses and the fees to be charged for same shall be as set
forth in Attachment A. Consultant shall complete the Scope of Work for the not-to-
exceed guaranteed maximum, even if actual time and expenses exceed that amount.
4.2 Changes. Should changes in compensation be required because of changes to the
Scope -of-Work of this Agreement, the parties shall agree in writing to any changes in
compensation. "Changes to the Scope-of-Work" means different activities than those
described in Attachment "A" and not additional time to complete those activities than the
parties anticipated on the date they entered this Agreement.
4.3 Sub-contractor Payment. The use of sub-consultants or other services to perform a
portion of the work of this Agreement shall be approved by City prior to commencement
of work. The cost of sub-consultants shall be included within guaranteed not-to -exceed
amount set forth in Section 4.1.
4.4 Terms of Payment. Payment to Consultant for services rendered in accordance with this
contract shall be based upon submission of monthly invoices for the work satisfactorily
performed prior to the date of the invoice less any amount already paid to Consultant,
which amounts shall be due and payable thirty (30) days after receipt by City. The
invoices shall provide a description of each item of work performed, the time expended
to perform each task, the fees charged for that task, and the direct expenses incurred
and billed for. Invoices shall be accompanied by documentation sufficient to enable City
to determine progress made and to support the expenses claimed.
5.0 ASSURANCES OF CONSULTANT
5.1 Independent Contractor. Consultant is an independent contractor and is solely
responsible for its acts or omissions. Consultant (including its agents, servants, and
employees) is not the City's agent, employee, or representative for any purpose.
It is the express intention of the parties hereto that Consultant 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 Consultant
under this Agreement, and the general public and all governmental agencies regulating
such activity shall be so informed.
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 Consultant and City.
Consultant 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. Consultant 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 Consultant, including the legal costs associated with
defending against any audit, claim, demand or law suit.
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Consultant warrants and represents that it is a properly licensed professional or
professional organization 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.
5.2 Conflict of Interest. Consultant understands that its professional responsibility is solely
to City. Consultant has no interest and will not acquire any direct or indirect interest that
would conflict with its performance of the Agreement. Consultant shall not in the
performance of this Agreement employ a person having such an interest. If the City
Manager determines that the Consultant has a disclosure obligation under the City’s
local conflict of interest code, the Consultant shall file the required disclosure form with
the City Clerk within 10 days of being notified of the City Manager’s determination.
6.0 INDEMNIFICATION
6.1 Insurance Liability. Without limiting Consultant's obligations arising under Paragraph 6.2
Consultant shall not begin work under this Agreement until it procures and maintains for
the full period of time allowed by law, surviving the termination of this Agreement
insurance against claims for injuries to persons or damages to property, which may arise
from or in connection with its performance under this Agreement.
A. Minimum Scope of Insurance
Coverage shall be at least as broad as:
1. Insurance Services Office ("ISO) Commercial General Liability Coverage
Form No. CG 20 10 10 01 and Commercial General Liability Coverage –
Completed Operations Form No. CG 20 37 10 01.
2. ISO Form No. CA 0001 (Ed. 1/87 ) covering Automobile Liability, Code 1
"any auto" or Code 8, 9 if no owned autos and endorsement CA 0025.
3. Worker's Compensation Insurance as required by the Labor Code of the
State of California and Employers Liability Insurance.
4. Errors and Omissions liability insurance appropriate to the consultant’s
profession. Architects’ and engineers’ coverage is to be endorsed to
include contractual liability.
B. Minimum Limits of Insurance
Consultant shall maintain limits no less than:
1. General Liability: $1,000,000 combined single limit 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, the
general aggregate limit shall apply separately to the work performed
under this Agreement, or the aggregate limit shall be twice the prescribed
per occurrence limit.
2. Automobile Liability: $1,000,000 combined single limit per accident for
bodily injury and property damage.
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3. Worker's Compensation and Employers Liability: Worker's compensation
limits as required by the Labor Code of the State of California and
Employers Liability limits of $1,000,000 per accident.
4. Errors and Omissions liability: $1,000,000 per occurrence.
C. Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by
the City. At the option of the City, either the insurer shall reduce or eliminate
such deductibles or self-insured retentions as respects to the City, its officers,
officials, employees and volunteers; or the Consultant shall procure a bond
guaranteeing payment of losses and related investigations, claim administration
and defense expenses.
D. Other Insurance Provisions
The policies are to contain, or be endorsed to contain, the following provisions:
1. General Liability and Automobile Liability Coverages
a. The City, it officers, officials, employees and volunteers are to be
covered as additional insureds as respects; liability arising out of
activities performed by or on behalf of the Consultant, products
and completed operations of the Consultant, premises owned,
occupied or used by the Consultant, or automobiles owned, hired
or borrowed by the Consultant for the full period of time allowed by
law, surviving the termination of this Agreement. The coverage
shall contain no special limitations on the scope-of-protection
afforded to the City, its officers, officials, employees or volunteers.
b. The Consultant's insurance coverage shall be primary insurance
as respects 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 Consultant's insurance and shall not contribute with
it.
c. Any failure to comply with reporting provisions of the policies shall
not affect coverage provided to the City, its officers, officials,
employees or volunteers.
d. The Consultant's insurance shall apply separately to each insured
against whom claim is made or suit is brought, except with respect
to the limits of the insurer's liability.
2. Worker's Compensation and Employers Liability Coverage
The insurer shall agree to waive all rights of subrogation against the City,
its officers, officials, employees and volunteers for losses arising from
Consultant's performance of the work, pursuant to this Agreement.
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3. Professional Liability Coverage
If written on a claims-made basis, the retroactivity date shall be the
effective date of this Agreement. The policy period shall extend one (1)
year from the date of final approved invoice.
4. All Coverages
Each Insurance policy required by this clause shall be endorsed to state
that coverage shall not be suspended, voided, canceled by either party,
reduced in coverage or in limits except after thirty (30) days prior written
notice by certified mail, return receipt requested, has been given to the
City.
E. Acceptability of Insurers
Insurance is to be placed with admitted California insurers with an 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.
F. Verification of Coverage
Consultant shall furnish the City with Certificates of Insurance and with original
Endorsements effecting coverage required by this Agreement. The Certificates
and Endorsements for each insurance policy are to be signed by a person
authorized by that insurer to bind coverage on its behalf. The Certificates and
Endorsements are to be on forms provided or approved by the City. Where by
statute, the City's Workers' Compensation - related forms cannot be used,
equivalent forms approved by the Insurance Commissioner are to be substituted.
All Certificates and Endorsements are to be received and approved by the City
before Consultant begins the work of this Agreement. The City reserves the right
to require complete, certified copies of all required insurance policies, at any
time. If Consultant fails to provide the coverages required herein, the City shall
have the right, but not the obligation, to purchase any or all of them. In that
event, the cost of insurance becomes part of the compensation due the
contractor after notice to Consultant that City has paid the premium.
G. Subcontractors
Consultant shall include all subcontractors or sub-consultants as insured under
its policies or shall furnish separate certificates and endorsements for each sub-
contractor or sub-consultant. All coverage for sub-contractors or sub-consultants
shall be subject to all insurance requirements set forth in this Paragraph 6.1.
6.2 Indemnification. Notwithstanding the foregoing insurance requirements, and in addition
thereto, Consultant agrees, for the full period of time allowed by law, surviving the
termination of this Agreement, to indemnify the City for any claim, cost or liability that
arises out of, or pertains to, or relates to any negligent act or omission or the willful
misconduct of Consultant in the performance of services under this contract by
Consultant, but this indemnity does not apply to liability for damages for death or bodily
injury to persons, injury to property, or other loss, arising from the sole negligence, willful
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misconduct or defects in design by the City, or arising from the active negligence of the
City.
“Indemnify,” as used herein includes the expenses of defending against a claim and the
payment of any settlement or judgment arising out of the claim. Defense costs include
all costs associated with defending the claim, including, but not limited to, the fees of
attorneys, investigators, consultants, experts and expert witnesses, and litigation
expenses.
References in this paragraph to City or Consultant, include their officers, employees,
agents, and subcontractors.
7.0 CONTRACT PROVISIONS
7.1 Ownership of Work. All documents furnished to Consultant by City and all documents or
reports and supportive data prepared by Consultant 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 Consultant's services at no
additional cost to City. Deliverables are identified in the Scope-of-Work, Attachment "A".
All documents produced by Consultant shall be furnished to City in digital format and
hardcopy. Consultant shall produce the digital format, using software and media
approved by City.
7.2 Governing Law. Consultant shall comply with the laws and regulations of the United
States, the State of California, and all local governments having jurisdiction over this
Agreement. The interpretation and enforcement of this Agreement shall be governed by
California law and any action arising under or in connection with this Agreement must be
filed in a Court of competent jurisdiction in Mendocino County.
7.3 Entire Agreement. This Agreement plus its Attachment(s) and executed Amendments
set forth the entire understanding between the parties.
7.4 Severability. If any term of this Agreement is held invalid by a court of competent
jurisdiction, the remainder of this Agreement shall remain in effect.
7.5 Modification. No modification of this Agreement is valid unless made with the agreement
of both parties in writing.
7.6 Assignment. Consultant's services are considered unique and personal. Consultant
shall not assign, transfer, or sub-contract its interest or obligation under all or any portion
of this Agreement without City's prior written consent.
7.7 Waiver. No waiver of a breach of any covenant, term, or condition of this Agreement
shall be a waiver of any other or subsequent breach of the same or any other covenant,
term or condition or a waiver of the covenant, term or condition itself.
7.8 Termination. This Agreement may only be terminated by either party: 1) for breach of
the Agreement; 2) because funds are no longer available to pay Consultant for services
provided under this Agreement; or 3) City has abandoned and does not wish to complete
the project for which Consultant was retained. A party shall notify the other party of any
alleged breach of the Agreement and of the action required to cure the breach. If the
breaching party fails to cure the breach within the time specified in the notice, the
contract shall be terminated as of that time. If terminated for lack of funds or
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abandonment of the project, the contract shall terminate on the date notice of
termination is given to Consultant. City shall pay the Consultant only for services
performed and expenses incurred as of the effective termination date. In such event, as
a condition to payment, Consultant shall provide to City all finished or unfinished
documents, data, studies, surveys, drawings, maps, models, photographs and reports
prepared by the Consultant under this Agreement. Consultant shall be entitled to
receive just and equitable compensation for any work satisfactorily completed
hereunder, subject to off-set for any direct or consequential damages City may incur as
a result of Consultant's breach of contract.
7.9 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.
8.0 NOTICES
Any notice given under this Agreement shall be in writing and deemed given when
personally delivered or deposited in the mail (certified or registered) addressed to the
parties as follows:
CITY OF UKIAH E SOURCE
DEPT. OF ELECTRIC UTILITY 1321 UPLAND DR
1350 HASTINGS RD SUITE 3413
UKIAH, CALIFORNIA 95482 HOUTSON, TEXAS 77043
9.0 SIGNATURES
IN WITNESS WHEREOF, the parties have executed this Agreement the Effective Date:
CONSULTANT
BY: __________________________ ____________________
Date
PRINT NAME: _________________
__________________
IRS IDN Number
CITY OF UKIAH
BY: ____________________
Date
CITY MANAGER
ATTEST
____________________
CITY CLERK Date
20-4402870
Jonathan Willcox
President, Customer Solutions
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4/21/2026
08/19/2026
08/20/2026
Advanced Metering
Infrastructure (AMI)
Procurement Services &
Optional Implementation
Services
Scope of Work for the City of Ukiah, California
February 12, 2026 (REVISED March 27, 2026)
Total clarity. Accelerated impact. esource.com
Attachment ADocusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
Total clarity. Accelerated impact. esource.com
Corporate Headquarters
1321 Upland Drive, Suite 3413 | Houston, Texas 77043
1-800-ESOURCE (1-800-376-8723)
February 12, 2026
Ms. Cindy Sauers, P.E.
Electric Utility Director
City of Ukiah
Civic Center, 300 Seminary Avenue
Ukiah, CA 95482
Dear Ms. Sauers:
In response to your request for standard consulting assistance for the purchase of an AMI solution, we
respectfully submit this proposal as a first draft to facilitate discussion.
I would like to highlight a few key points:
On page 2, you will find a comprehensive table outlining the procurement tasks. This table provides a summary
of the purpose and importance of each task. Additionally, it includes a discussion to identify tasks that are
crucial for a successful procurement effort. For the remaining tasks and subtasks, a brief explanation is
provided to help you understand why these should be considered.
On page 9, we have detailed the costs associated with each task and subtask, including travel expenses.
Starting on page 11, you will find information about un-priced Optional AMI System Implementation services.
Although you did not request these services, it is common for utilities to utilize our consulting services for both
procurement and implementation. I suggest that we wait until we are well into the procurement process before
discussing these services further. This will give you a better perspective to assess their importance to Ukiah.
Please direct all communications concerning this proposal to:
Don Rankin, Executive Consultant
785-633-6200 | Don_Rankin@esource.com
We appreciate the opportunity to submit our proposal for AMI procurement and thank you for your
consideration of our capabilities. We look forward to discussing this with you in more detail.
Respectfully submitted,
Kody Salem
Senior Vice President, Business Development
Kody_Salem@esource.com
Total clarity. Accelerated impact. esource.com
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ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)i
Contents
Project Understanding and Approach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Phase I: AMI RFP Development, Vendor Selection & Contract Negotiation ...............................3
–Task 1: Establish the Basis for the RFP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
–Task 2: Vendor Procurement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
–Task 3: Contract Negotiations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
–Task 4: Project Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
–Estimated Project Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
–Proposed Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Optional Phase II: AMI System Implementation .........................................................12
–Task 5: Project and Vendor Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
–Task 7: Project Engineering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
–Task 8: Testing Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
–Task 9: Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
–Task 10: Business Process Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
–Task 11: Stakeholder Engagement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
–Task 12: Meter Deployment Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
–Task 13: Fixed Network Deployment Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
–Task 14: Project Closeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
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ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)1
Project Understanding and Approach
The City of Ukiah Electric Utility is pursuing the purchase and installation of an AMI solution. The City desires
consulting and program management services to help successfully procure and negotiate an AMI solution for
approximately 8,400 electric accounts.
Because AMI is a fundamentally transformational high-information technology that affects many aspects of
a utility’s operations, engineering, asset management, and customer service, it is vital that the City properly
strategize the implementation and deployment of an AMI system to minimize disruption of critical business
processes and address all related business process needs and enhancements desired while maximizing
investment.
E Source and the City of Ukiah have had a long and successful partnership selecting and implementing your
current CIS system and most recently the onboarding of additional water districts. This has given us a clear
understanding of the current environment and capabilities of your billing system, and we will include John
Beichman as resource during procurement where appropriate.
We have been asked to propose recommended scope for a successful
procurement based on our experience. We have a proven, phased-based
approach customized to your specific needs; we work on your behalf, “as
an extension of your staff,” ensuring your interests are the primary focus
throughout the effort. E Source will modify the approach as needed in
collaboration with the City to ensure your needs are met.
Because technology and services in the industry have grown considerably
in recent years, E Source is able to leverage its experience in AMI
procurement and contracting to engage in knowledge-sharing with the
City and fill in gaps regarding solutions and project capital and lifecycle
costs. In addition to our team’s technical understanding of AMI, E Source
has a comprehensive pricing database of proposals, contracts, and
quotes received on behalf of our clients. This database includes hardware,
software, and professional services; each of these categories is itemized to
provide the highest degree of fidelity possible.
Using our technical and financial knowledge, E Source can help the
City navigate the procurement process, allowing the Ukiah team to focus its efforts on outlining goals and
requirements. E Source has a wide range of subject matter experts (SMEs) who have helped define the
technical requirements and specifications of clients’ systems and have created “Capabilities Workbooks”
for vendors to fill out alongside their proposal submittal. These workbooks enable clients to itemize and
prioritize specific functional criteria and evaluate vendor proposals on a granular level. E Source can aid in
the development of a comprehensive procurement package, as well as with the solicitation of proposals,
addressing vendor questions, preparation of and participation in pre-proposal and shortlist meetings, and
technical and cost evaluation support.
We have included optional implementation services. Implementation of an AMI system, after procurement,
can be challenging to ensure AMI assets are installed and tested. The equipment and software installation
typically involves multiple vendors and many moving parts. We have project management expertise to manage
all of these variables. By combining our team’s wealth of industry knowledge, the application of Project
Management Institute (PMI) best practices, and a hands-on approach, we help to manage—and effectively
reduce—the City’s overall program risk while ensuring successful outcomes. Having managed many similar
projects and the associated vendors who will be involved, we are keenly aware of AMI system and meter
capabilities, the field construction/installation requirements as related to site and structural conditions/
inspections, and overall project safety concerns.
To aid in our discussions of the Scope of Work for this proposal, Table 1 lists the proposed tasks and discusses
their importance to the procurement effort.
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ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)2
Table 1 . Summary of Proposed Scope of Work
Task/Subtask Purpose and Importance Discussion
Task 1:
Establish Basis for the RFP
Subtask 1.1:
Project Kickoff &
Mobilization
Align everyone on the tasks to complete.
Gather information about Ukiah electric
operations that may relate to an AMI solution.
These subtasks are core to a
procurement effort.
Subtask 1.2: Discovery &
IT/OT Systems Analysis
Workshops to identify specific utility
operations, PILOTS, previous AMI work, pain
points and opportunities to leverage AMI IT
Systems .
Subtask 1.3:
Technology & State of
the Industry Education
Create common knowledge of how AMI
works, common terminology, how it will
impact various operations, and understand
capabilities available on the market.
Subtask 1.4:
Program Goals &
Objectives Identification
Identify and document Ukiah’s goals for an
AMI project.
Task 2:
Vendor Procurement
Subtask 2.1:
Requirements and
Procurement Strategy
Develop procurement strategy to align
key stakeholders on the recommended
RFP structure and sourcing approach.
Tailor and prioritize technical and business
requirements.
Subtask 2.2:
RFP Draft
Develop full RFP document within Ukiah RFP
boilerplate.
These subtasks are core to a
procurement effort.
Subtask 2.3:
RFP Administration
Support
Assist with RFP release, pre-proposal
meeting, answering vendor questions.
Prepare for proposal evaluations.
Subtask 2.4:
Response Evaluation
Support
Summarize proposals for comparison,
standardize pricing evaluation. Prepare short
agendas and assist in selection.
Phase I:
AMI RFP Development, Vendor Selection & Contract Negotiation
General Timeline: 9 – 18 Months
Task 1: Establish the Basis for the RFP
Subtask 1.1: Project Kickoff & Mobilization
Immediately following notice to proceed, E Source will hold a kickoff meeting with the City’s project team to
review scope, requirements, deliverables, schedule, and reporting relationships. This meeting will also address
project issues and concerns. We’ll review the make-up of your project team and SMEs to confirm there is a
broad representation.
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)3
To ensure our team has the necessary information to begin formulating an assessment, we will provide your
team with a data request for background information, including your current IT environment (e.g., operational
systems such as the existing CIS, Asset Management, GIS, maintenance planning, customer web portals, etc.).
We’ll also ask for any environment and integration diagrams that may exist, capital investment plans, etc. We’ll
share and review discovery questions with your project team to understand what information is readily available
and who will compile it. We will establish a timetable, being mindful of any limits on readily available data and
City staff members’ time and identify City staff members to be interviewed and establish an interview schedule
that fits within the overall project schedule.
Deliverables
–Kickoff meeting presentation with associated
documents
–Data requests
–Discovery questions
Subtask 1.2: Discovery & IT/OT Systems Analysis
E Source will lead your staff in a series of
interviews and workshops to review the discovery
responses received from each department and
discuss Ukiah’s current operations in detail.
Following the workshops, E Source will use the
information to customize RFP language and
requirements and identify where an AMI system
could create opportunities to resolve issues and
pain points at your utility.
E Source will work with Ukiah’s Project Manager
to identify the SMEs and schedule the workshops.
E Source expects to meet with the following
departments at a minimum:
●Billing / Customer Service
●Meter Reading / Meter Shop / Field Services
●Engineering
●Operations
Figure 1 illustrates our Solution Architecture
concept.
Figure 1 . HL Solution Architecture—System Context Diagram
For IT/OT systems, E Source will lead a workshop with Ukiah IT/OT staff to review existing information and
operational systems to identify areas that must be modified for effective integration to achieve the benefits
of AMI. E Source will conduct a second workshop with staff to develop the desired future state systems and
integrations which will be included in the RFP. As part of discovery, E Source will tour the meter shop and work
with Ukiah staff inspect a sampling of meter sets to identify potential risks in the field that could impact the
deployment of AMI technology.
Deliverables
–Complete discovery workbooks
–Current and future state IT/OT systems
documentation
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ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)4
Subtask 1.3: Technology & State of the Industry Education
We believe it is important to ensure the City has a clear understanding of AMI technologies at the start of
the project. To help your staff better understand AMI, E Source will conduct a customized technology review
workshop. We will discuss the critical success factors and relative advantages and disadvantages of AMI
platforms as they relate to the City. We delve into the success stories of other utilities and discuss how the City
can avoid potential pitfalls. We will give an overview of market vendors and explain how the products and system
characteristics could impact your operations and customer base. The technology review will be an interactive
discussion designed to provoke thought, prompt questions, and bring the City’s team base-level knowledge up
to a level suitable for making decisions throughout the AMI initiative.
Deliverables
–Technology Education & State-of-the-Industry
Presentation
Subtask 1.4: Program Goals & Objectives Identification
We will form a solid foundation for success by conducting a workshop with executives, stakeholders, and
key SMEs to establish a common understanding of your project goals, drivers, success factors, and risks.
Our approach stimulates discussion around project goals and objectives that otherwise may not have been
considered. This task serves as the foundation for future work to ensure what is ultimately deployed directly
addresses your goals and objectives; findings and conclusions are summarized.
Deliverables
–Summary of findings in the Final Assessment
Report
Task 2: Vendor Procurement
The E Source procurement strategy reflects years of experience and best practices that assure Ukiah deploys a
system that meets requirements, including long-term viability and integration with infrastructure, and delivers
the highest value over the entire period of ownership.
Our approach to procurement includes a comprehensive set of deliverables including vendor qualification
criteria, RFP specifications that are traceable to the feasibility study, total cost comparisons for proposed
solutions, and vendor negotiation strategies. Ultimately, these deliverables will facilitate UKIAH vendor
selection based on technical and risk assessments, commercial/cost evaluation, and reference checks/site
visits. They will also provide key materials for negotiations with the vendors, including contract Statement of
Work, technical specifications, and service level agreements.
Subtask 2.1: Requirements and Procurement Strategy
E Source’s approach to procuring technology is premised on the need to identify tight, detailed technical and
business requirements. We’ve developed a detailed set of requirements tested through the many procurement
efforts we have conducted in the past. We will work with the City to tailor those technical and business
requirements necessary to fulfill the City’s planned use cases and provide specifications based on the project
scope.
In addition to the compilation of these specifications and requirements, our team will lead a procurement
strategy review to inform the City’s team on the various elements that can, or should, be included in the RFP
and the ways those elements can be procured. We will work with you to document this strategy for the release
and solicitation of proposals. It will specify a number of factors, including:
●IT practices, physical infrastructure, staffing, software development, software support, software integration,
data management, security, and project management
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)5
●RFP policies, administration, cost considerations, terms & conditions, vendor communications, and timeline
●Appendices, attachments, vendor response format, and evaluation methodology
Deliverables
–Procurement Strategy Presentation
Subtask 2.2: RFP Draft
E Source will work with the City to prepare the RFP with the intent to provide the vendor community with the
essential information to prepare a robust response that is tailored to the City of Ukiah. We will incorporate the
SOW into your standard RFP boilerplate and review with your team (including representatives of purchasing
and legal departments) to ensure that all requirements are accurately reflected. We anticipate there will
be several iterations of the RFP draft creation and review steps until we reach the point where the RFP is
complete and acceptable for publication.
Our team will also compile a comprehensive list of potential proposers (which may or may not include
Telecom/Network, AMI, MDMS, Meters/Materials, Installation) that would represent viable options to satisfy
the City’s goals and requirements. We will also work with the City to develop the approach and accompanying
materials to be used by the evaluation committee to score and rank the respondents to the RFP.
Deliverables
–Publish-ready RFP (*.doc), including finalized
Requirements Workbook(s) (* .xls) and Cost
Proposal Workbook (* .xls)
–Evaluation criteria and scoring weights, scorecard,
and evaluation materials (* .xls)
Subtask 2.3: RFP Administration Support
E Source will assist the City with those tasks to be managed once the RFP is released including, as applicable,
setting the agenda and participating in the pre-proposal meeting, participating in a service area field tour, and
receiving and responding to vendor questions in conjunction with the City. E Source will work with you to prepare
the evaluation team for vendor response review, evaluation, and scoring. We will also review our recommended
shortlist interview strategy and approach and assist the City in the necessary preparation activities.
Deliverables
–Pre-proposal Meeting Agenda (* .doc)
–Pre-proposal Presentation (* .ppt)
–Pre-proposal Field Assessment Meeting Agenda
(as needed) (* .doc)
–Responses to proposer questions (* .doc)
–Evaluation team preparation including refining
evaluation materials (* .xls)
Subtask 2.4: Response Evaluation Support
Prior to the receipt of responses, E Source will work with the City’s PM to organize and schedule the proposal
review process. As the responses are received, our team of SMEs immediately start the evaluation process
alongside the City-designated evaluation team. We will summarize key components of each proposal in
matrices to enable easy comparison of proposals across different areas of the solicitation. To aid in this
comparison, we will provide you with a comprehensive, systematic note-taking methodology that allows
evaluators to document and compare any notes, questions, and concerns. The open nature of this evaluation
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)6
process provides clarity and understanding to all participants involved; it also serves as a repository for any
additional follow-up questions to vendors that may need to be addressed during this task.
We will analyze each cost proposal. When lining up the cost proposals side-by-side, it is common to discover
that each vendor quote differs in some fashion, making it difficult to perform an apples-to-apples comparison.
We minimize this challenge with how we structure the RFP response requirements and our analytical approach
to cost normalization.
We will work with the City throughout the evaluation process to arrive at a shortlist of recommended candidates.
We will work with your Evaluation Team to customize the shortlist meeting agenda and outline questions for
each vendor interview. We will attend the shortlist interviews and ensure that candidates answer questions
comprehensively and to your satisfaction. We will also assist the City with reference checks and potentially
arrange site visits, so that the City may obtain useful feedback from the experiences of other utilities.
At the end of the evaluation process, we will work with the City’s team to weigh the pros and cons of each
shortlist candidate so that the City can arrive at a final selection.
Assumptions
–The normal level of effort estimated to complete
this subtask Is 110 hours . The hours proposed for
this subtask are 50 hours per Ukiah’s request . The
E Source subject matter expert working on this
subtask will work with Ukiah to reduce the hours
required but maximize the benefit to Ukiah. Not all
described services will be able to be completed
within 50 hours and some deliverables may not be
completed .
–E Source will review the vendor(s) responses, but
we do not act as part of Ukiah evaluation team or
score responses .
–E Source can attend the site visits at the request
of Ukiah for an additional fee—this service is not
included in the fee proposed herein
Deliverables
–High-Level Proposal Summary Comparison Matrix
(* .xls)
–Requirements Proposer Response Comparison
Matrix (* .xls)
–Cost Normalization (*.xls)
–Consolidated proposal clarifications, notes, and/or
questions (* .doc)
–Shortlist interview approach/agenda and questions
(* .doc)
–Reference check questions (* .doc)
–Evaluation summary and results (* .ppt)
Estimated Project Schedule
The following proposed project schedule is preliminary in nature and subject to change to meet Ukiah’s project
needs. However, it represents a high-level overview of the general timeline of events in the proposed scope of
work. E Source can begin work immediately upon Notice to Proceed. The actual project schedule will be refined
with Ukiah’s input during project planning and will contain a greater level of detail.
E Source’s proposed project schedule (Figure 3) represents a typical timeline we see for projects like this.
A total duration of about 8 months is anticipated. If Ukiah has specific schedule needs, we will work to
accommodate them. At the project kickoff, we will work with Ukiah to fine tune the schedule, accounting for
staff commitments and staff availability for planned workshops, meetings, and reviews.
E Source has adequate staff to perform the work within the time allotted along with additional staff resources
if the scope changes or grows.
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)7
Figure 2 . Phase 1 - AMI Procurement Estimated Project Schedule
Project Component Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Task 1: Establish Basis for the RFP
1.1: Project Kickoff & Mobilization
1.2: Discovery & IT/OT Systems Analysis
1.3: Technology & State of the Industry Education
1.4: Program Goals & Objectives Identification
Task 2: Vendor Procurement
2.1: Requirements and Procurement Strategy
2.2: RFP Draft
2.3: RFP Administration Support
2.4: Response Evaluation Support
Proposed Fees
The fees will be billed on a time and materials basis. The hourly rate is $286 / hour.
Notwithstanding the foregoing, in no event shall the fees hereunder exceed $54,310 without the express
written consent of Ukiah.
E Source will invoice the City monthly based on the hours worked.
For planning purposes, Table 2 demonstrates the anticipated hours and resulting fees associated with each
subtask.
Table 2 . E Source Fee Breakdown
Phase / Task Hours Fee Expenses Total
Task 1: Establish the Basis for the RFP
–Subtask 1.1: Project Kickoff & Mobilization 14 $ 4,070 $ - $ 4,070
–Subtask 1 .2: Discovery & IT/OT Systems Analysis 32 $ 9,120 $ 3,700 $ 12,820
–Subtask 1 .3: Technology & State of the Industry Education 10 $ 2,850 $ - $ 2,850
–Subtask 1.4: Program Goals & Objectives Identification 10 $ 2,850 $ - $ 2,850
Task 2: Vendor Procurement
–Subtask 2 .1: Requirements and Procurement Strategy 12 $ 4,010 $ - $ 3,420
–Subtask 2 .2: RFP Draft 40 $ 12,070 $ - $ 11,480
–Subtask 2 .3: RFP Administration Support 22 $ 6,270 $ - $ 6,270
–Subtask 2 .4: Response Evaluation Support 50 $ 31,530 $ 1,850 $ 16,100
Totals 190 $ 54,310 $ 5,550 $ 59,860
Reimbursable Expenses
Reimbursable expenses (e.g., travel, incidentals, graphic design fees) are estimated to be $5,500 and will be
submitted monthly for reimbursement on an actual and reasonable basis. There is no markup on these direct
costs, and E Source does not charge for time spent traveling. We will seek to minimize expenses through the
use of government contractor rates, if available, and teleconferences whenever possible.
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)8
Assumptions
The following assumptions apply to this proposal:
● E Source’s proposed fee to implement this Scope of Work is based on the timely start and timely
completion of each proposed task as outlined in the project schedule provided herein. If an unforeseen
delay in any proposed task(s) impacts the level of effort identified or exceeds the duration outlined in the
proposed schedule, E Source reserves the right to develop a change order applicable to the additional
services / level of effort required to complete the impacted task(s).
● Deliverable documents will be in Microsoft Office, including MS-Word, PowerPoint, Excel, MS-Project, Visio,
and Adobe PDF.
● Ukiah will provide E Source with working space, network connections, infrastructure, administrative
support, and other services and materials reasonably required to perform Project work while onsite at
Ukiah, if requested.
● Ukiah personnel will support workshops and meetings as needed.
● These rates and estimates are exclusive of taxes. Any required state, city, or local government taxes, fees,
or business licenses costs will be invoiced at actual cost incurred.
Payment Terms
Payment terms are net thirty (30) days unless otherwise agreed upon. E Source reserves the right to charge
one and one-half (1.5%) percent per month, or the maximum rate permitted by law, if less than 1.5%, on any
balance remaining unpaid after thirty (30) days.
Proposal Validity
Terms of this proposal remain valid for 120 days from date of submittal.
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ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)9
Optional Phase II: AMI System Implementation
General Timeline: 24 – 36 Months
The following are typical tasks E Source performs during an AMI system implementation or sometimes called
AMI deployment. It is common for utilities to employ consulting services through the implementation of an AMI
solution for the following reasons:
1. AMI implementation projects are complex and include IT aspects, solution architecture
design, business process re-engineering, and integration complexities as well as the
installation of meters in the field and the resolution of field issues.
2. The lack of experience in implementing AMI. An AMI project implementation is something
most utility staff may do one-time in their career. This lack of experience leaves the utility at
risk.
3. Utility staff time availability to devote to a project of this size. Utility staff have their normal
duties and usually cannot devote the significant time required for an AMI project. Even using a
consultant to manage the AMI implementation will stretch utility staff.
Table 3 is a summary of the optional implementation tasks. The key action of each task is identified
along with a description of Why It Matters. The actual tasks along with deliverables are below Table 3.
Table 3 . Summary of Optional Implementation Tasks
Task/Subtask Key Action Why It Matters
Task 5:
Project and Vendor
Management
Develop / maintain schedules and progress
reports. Track and report budget. Track and
coordinate issues along with mitigation
strategies and responsible owners.
An AMI implementation requires
engaged project management to
ensure scope, change, cost, quality,
reporting, schedule, vendor, resource,
risks & issues are all managed for
project success.
Task 6:
Solution
Architecture
Define the as-is and to-be system
architecture to achieve utility goals. Ensure
critical integration points are identified and
that impacts on other systems are factored
into the strategy.
Identifying how the current IT system
architecture will transition and
identifying all critical integration
points ensures important integrations
and configurations are included and
managed.
Task 7:
Project Engineering
Technical leadership for integrating an AMI
system into existing IT systems. Produce
Requirements Management Plan and
Requirements Traceability Matrix.
~80% of the complexity is in planning,
configuring, and integrating the new
and existing IT systems. Focus is on
integration data flows to accomplish
utility goals.
Task 8:
Testing Support
Develop and assist in the performance of
test strategies, test plans and requirements
traceability matrices.
Testing requires a test strategy and
thorough plans to ensure all meter
data and alarms are working properly.
We have testing methodologies
that minimize utility exposure and
minimizes errors.
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ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)10
Table 3 . Summary of Optional Implementation Tasks (continued)
Task/Subtask Key Action Why It Matters
Task 9:
Data Management
Develop a data management plan, provide
on-the-job coaching, support data quality
assurance of meter install activities.
Ensuring the quality of huge amounts
of data is paramount to the long-
term success for the utility. This task
ensures data issues are addressed for
the project and establishes on-going
practices to maintain data quality.
Task 10:
Business Process
Design
Map “As-Is” business processes and
establish “To-Be” business processes
required to efficiently operate an AMI system.
An AMI system deployment disrupts
normal business processes, especially
associated with billing. Current
business processes must transition to
new business processes.
Task 11:
Stakeholder
Engagement
Develop a clear plan for staff and customer
engagement activities that leverages
existing utility practices and addresses
tactical implementation.
Engaging staff and customers early
facilitates their understanding and
aligns their expectations with utility
realities. This avoids unrealistic
expectations and informs stakeholders
to avoid issues.
Task 12:
Meter Deployment
Support
Map meter configuration resolutions
from meter to bill. Perform strategic field
installation QA to discover installation issues
early. Verify corrective actions.
An error in meter configuration
resolutions will result in over or
underbilling a customer. ~80% of
the cost of an AMI project is labor
& materials at the meter location.
A strong QA plan protects that
investment.
Task 13:
Fixed Network
Deployment Support
Oversee installation of a fixed network,
location changes, field installation quality
and verify network communications to the
headend system.
The fixed network will be the backbone
of the AMI communications network.
Proper installation minimizes impacts
from weather events and minimizes
maintenance or troubleshooting in the
future.
Task 14:
Project Closeout
Accounting of documentation, checklists,
final system acceptance, and transition to
vendor’s support team.
Ensure Ukiah receives a fully
completed and properly performing
AMI system they are prepared to
operate and maintain throughout the
life of the system.
E Source has built its system implementation methodology on well-recognized industry frameworks, including
PMI’s Project Management Body of Knowledge (PMBOK), Carnegie Mellon’s Capability Maturity Model
Integration (CMMI), and the Rational Unified Process (RUP). This methodology emphasizes a documented,
repeatable, and continuously improving delivery approach. It ensures that both internal and external processes
are well-structured, actively managed, and tightly controlled—from initial requirements gathering through final
acceptance testing. Consistent, transparent communication keeps all stakeholders aligned, helping maintain
shared expectations and a unified understanding throughout the project. Beyond technology deployment, the
approach equally addresses the people and process components required for long-term success. Without the
integration of all three dimensions, Ukiah’s project would fall short of its full potential.
In summary, our delivery model is an integrated framework that supports every discipline essential to a
successful technology implementation: project management, systems engineering (including solution
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ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)11
architecture and testing), deployment management, stakeholder engagement, organizational change
management, test engineering, and business process design. These activities can be tailored to be carried
out by Ukiah staff, E Source, or a combination of both, but each is necessary to achieve a comprehensive
and effective implementation. Our proven methodology consistently delivers projects that meet their
objectives, even when challenges arise—and our track record reflects this, with a 100% success rate
across all engagements.
Task 5: Project and Vendor Management
One of the key factors that sets successful AMI projects apart is the strength of their project
management. In the E Source approach—grounded in PMI’s PMBOK® and Agile methodologies—our
project manager works closely with the Ukiah PM, leveraging proven processes and templates to deliver a
structured yet flexible implementation. Throughout each phase, we actively manage the “iron triangle” of
cost, quality, and schedule. Because many vendors and utility teams lack sufficient project management
capacity or expertise, our experience coordinating joint vendor–utility teams helps ensure strong
alignment and steady progress toward the established project baseline.
During the deployment phase, the E Source project manager will oversee the activities outlined in Table 4.
This includes managing the ongoing project status cycle—tracking progress against the plan, assessing
performance, monitoring risks, and managing open issues and items of concern. The E Source PM will
consistently track and communicate these items in collaboration with Ukiah and vendor project managers
to maintain momentum and ensure timely resolution.
Table 4 . E Source Project Management Activities
Activity Description
Scope Management Ensure the project plans outline all of the work required to complete the
project successfully and that the client and vendors avoid scope creep. Scope
management consists of initiation, scope planning, scope definition, scope
verification, and scope change control.
Change Management Ensure a formal change control process is in place to control changes to the
baseline project plan and SOW throughout the project lifecycle.
Cost Management Ensure the project is completed within the approved budget. Cost management
consists of resource planning, cost estimating, cost budgeting, and cost control.
Quality Management Ensure the project will satisfy the needs for which it was undertaken. Quality
management consists of quality planning, quality assurance, and quality control.
Reporting Management Ensure timely & appropriate generation, collection, distribution, and storage of
project information. Handle communications planning, performance reporting, and
administrative closure.
Schedule Management Ensure timely project completion. Time management consists of activity definition,
sequencing, and duration estimating, as well as schedule development and control.
Vendor Management Ensure vendors are completing their contractual scope of work on schedule
and within budget. Coordinate with technical resources as necessary to ensure
verification of technical deliverables.
Resource Management Ensure qualified resources are available and properly prepared to perform each
task. Identify project resourcing needs and coordinate with the appropriate
organizations to meet them.
Risk & Issue
Management
Ensure risk is identified, analyzed, and responded to appropriately based on
probability and impact in accordance with the risk management plan. Once a risk
is realized, transition it to a pre-defined issue tracking and resolution process.
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ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)12
Deliverables
–Project Charter
–Project Execution Plan
–Periodic Status Meetings (usually via phone or
video conference) and Reports
–Periodic Steering Committee meetings and reports
as well as updates for executive management and
applicable governing board stakeholders
–Meeting Agendas and Notes
–Develop and Maintain AMI Implementation
Schedule
–End of Project Close Out/Summary Report
Task 6: Solution Architecture
The Solution Architecture track emphasizes the IT aspect of AMI planning and ensures that the architecture
that will be built is complete, robust, and extensible. E Source will investigate other IT projects that may impact
the AMI implementation plan.
E Source will assist in developing the AMI solution architecture based on:
●User data and functional requirements
●User process flows
●Automation and integration requirements
●Industry best practices and the E Source team’s experience
●Implementation considerations and constraints
●Current and near-term future capabilities of commercial AMI technologies
●Capabilities of commercial vendor software
This will leverage the vendors’ series of system configuration and design workshops to define the as-is and to-
be system architecture. The technologies and integrations necessary to achieve the AMI plan will be included
in this reference architecture. One of the areas that is often not given enough emphasis—but is critical to the
successful implementation of AMI initiatives—is the integration with the other information systems to achieve
the Ukiah goals for the AMI project. These integrations may include GIS, work management, and customer
engagement portal. E Source’s approach ensures that these critical integration points are identified and that
impacts on other systems are factored into the strategy. An example of a System Context Diagram is provided
as Figure 4.
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ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)13
Figure 3 . Example of a System Context Diagram in the Solution Architecture Document
E Source and Ukiah AMI project team members will, through a facilitated discussion, develop the System
Architecture/Technology Roadmap, through the project phases (Plan, Design, Build, Run, and Transfer),
addressing the major characteristics (Objectives, Capabilities, Values, and Technology Focus). E Source then
provides subject matter expertise, industry best practices, integration tracking, and technical vendor oversight
to assure that the architecture is built per the plan. (See Task 7: Project Engineering.)
Deliverables
–As-is and to-be system architecture including
the system context diagram and the system
component diagram
Task 7: Project Engineering
This task supports a successful project implementation by providing senior technical leadership to direct the
engineering, development, and deployment of the system. E Source has found that augmenting the Project
Manager with a strong Project Engineer who specializes in system engineering helps ensure the success of
complex projects.
The main element of project engineering is making sure the information technology (IT) aspect of integration
is conducted successfully. Most utilities embarking on technology modernization journeys do not initially
appreciate the size and complexity of the IT element. Completing integrations on time is a common risk to AMI
implementations. E Source Project Engineers are experts in this crucial aspect of your implementation. They
can plan, guide, and help you ensure a successful combined IT system. E Source’s Solution Architecture task
provides the baseline for how the systems are to be integrated, and the Project Engineering task assures that
the Solution Architecture is implemented correctly.
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ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)14
Another key element of this task is Requirements Management, a common challenge with utility technology
projects. It is easy to miss requirements because of the legacy assumptions that multiple stakeholders in
different constituencies might have. Their unfamiliarity with new technology capabilities can also be a factor.
Once the requirements are defined, they must be managed through the project to ensure the final system
meets Ukiah’s needs and expectations. E Source will produce a Requirements Management Plan (RMP) and
Requirements Traceability Matrix (RTM) to define the approach and track the flow of the requirements to the
vendors. These deliverables also ensure specific test cases and scripts are produced to verify the functions
and performance of the system.
Deliverables
–Requirements Management Plan (RMP)
–Initial Requirements Traceability Matrix (RTM
Task 8: Testing Support
A graduated, thorough, and robust testing program is needed for an AMI project, and E Source has
implemented hundreds of successful integrated technology testing programs for our Ukiahs that trust both
our processes and the experience of our experts.
E Source will work with the City to document the overall test strategy document that 1) summarizes the
test goals and objectives, as well as known constraints (time, budget, resources, etc.); 2) aligns parties on
testing phases and activities; and 3) verifies the coordination mechanisms and timing with infrastructure
and other system implementation activities. We will also identify the necessary infrastructure, technology,
communications, and IT requirements to execute the plan. In addition, the overall test strategy defines the
approach for testing cyber security. We will develop the strategy via E Source-facilitated interactive workshops
with the project team, the selected project vendors, and applicable business support groups.
Our phased testing
approach minimizes risk by
providing early validation
of the technologies in
steps, so that problems
are identified early and
corrected. We will work
with Ukiah to produce test
plans that exercise the
functionality of systems
that must interface to
meet business, technical,
functional, integration,
performance, and other
specified requirements.
Should issues be identified
during testing, we are
ready and able to work
with applicable vendors
and development teams
to resolve those issues.
Clear documentation of the
relationship between the
requirement and test case
included within the RTM
makes it easier to pinpoint
a problem.
All discovered defects are formally logged, managed, and resolved as
appropriate until acceptance is achieved. E Source will support Ukiah staff
through issue resolution and ensure vendors take corrective and preventive
action. Our overall testing strategy is illustrated in Figure 5.
Figure 4 . Overall Testing Approach
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)15
As noted, our typical approach to a test strategy incorporates the following elements:
– Factory or Off-Site Testing: Vendor-performed tests that verify functionality of the system and
components per specifications and may involve standard integration checks with other systems.
– Bench Testing: Utility-led testing on a cross section of meter types, forms, and sizes on a test bench (if
available) or with a small quantity of field meters to confirm initial provisioning of the meters, register
read accuracy, interval read accuracy, read resolution, meter configuration, alert functionality, AMI
system two-way communications, base head-end system reporting, exporting to upstream systems,
and other acceptance criteria as outlined in the Test Plan. This testing phase is critical to ensure that the
data produced by the meters and communicated by the collectors is accurate.
– System Integration Testing: Applicable systems brought together in testing to verify data sets are
received and transformed properly, that data from a single source is properly routed to multiple
destinations and that individual systems still perform as expected while integrated. This testing may
also involve performance and security testing and is normally conducted within a QA/test environment.
– User Acceptance/Business Process Testing: Verification that the correct information flows through for
a particular business process, including both mechanized and manual business processes. It is the final
gate and ensures that the system functions and is aligned with requirements and processes that are
used operationally. In this testing, a single trigger can initiate data transfers between multiple source
and destination systems. It is the most comprehensive test of the complete set of business processes
and, to the extent possible, maximizes the real-world use of the utility’s integrated systems. Test
cases are executed by utility staff who use the systems on a daily basis. This testing may also involve
performance and security testing and is normally conducted within a QA/Test environment.
– Field Acceptance Testing: Verification that the technical, functional, performance, and commercial
specifications of the vendor Statement of Work (SOW) have been realized as expected for a subset of
endpoints strategically deployed within the utility’s service territory, referred to as the Initial Deployment
Area (IDA).
Deliverables
–Test strategy
–Test plan(s) for Ukiah-owned tests
–Final Requirements Traceability Matrix
Task 9: Data Management
The high volume of data produced by an AMI system can greatly enhance overall operations, but only if that
data is properly monitored, managed, and utilized. The AMI/MDMS/customer engagement portal software
will introduce new data sets, such as consumption data, events, alerts, and various system exceptions. A
plan to manage and utilize the data from these new systems must be developed to ensure accuracy and
completeness for billing and other reporting functions. New reports and notifications will inform Ukiah of
tampering, hot socket, backflow, CIS-to-field mismatches, etc., but the data must be interpreted and acted
upon appropriately to realize the maximum benefits.
E Source will work with the City to develop the data management plan, provide on-the-job coaching and
materials to Ukiah staff, and supplement data quality assurance of meter installation activities on your behalf.
Subtask 9.1: Data Management Plan
The data management plan will be developed to guide Ukiah on a path toward full system accountability and
to maximize utilization of AMI data. E Source will work with the AMI and MDMS vendor(s) to compile the list
of operational / exception reports (“out of the box” reports) that staff will use to maintain data and system
integrity. E Source will develop a preliminary assessment of the purpose of each report, frequency of use, and
identify/recommend the staff role that should monitor and manage each data set.
E Source will lead up to two (2) workshops with the designated staff to review the preliminary data
management plan and confirm that each operational report aligns with the role that was established in the
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)16
staffing plan. This activity will set the foundation for the data management plan, which our team will review
and reiterate with Ukiah staff to ensure a thorough understanding of the data, system configurations, and how
best to use the reports as we move into implementation of the plan.
Deliverables
–Data Management Plan (* .xls)
Subtask 9.2: Data Management Coaching
E Source has determined that the best approach to establishing ownership of these new data management
duties is to provide on-the-job coaching support to Ukiah staff. E Source will provide focused, hands-on
support for staff responsible for data quality management and exception handling. With this hands-on
approach, Ukiah staff will more quickly grow familiar with their respective duties and learn how to troubleshoot
and remediate exceptions. After this period, E Source will work with the Ukiah team to refine and tailor the
data management plan and assist in the development of written materials that will become organizational
process assets used for current and new staff.
Assumptions
–E Source will provide 80 hours of on-the-job
coaching
Deliverables
–Data Management Coaching materials (* .doc or
* .xls)
–Updated Data Management Plan (* .xls)
Subtask 9.3: Data Quality Assurance Support
To provide another layer of data quality control, E Source will perform data quality audits of meter exchanges/
retrofits performed by the Meter Installation Vendor (MIV) and Ukiah. Based on our experience with multiple
AMI technology deployments, we know data QA support is more involved early on and levels off once the
installation technicians become more familiar with the system and the issues they’ll encounter in the field. We
will perform 100% data quality checks during the testing phase of the AMI implementation (also referred to
as the Initial Deployment Area (IDA)). As Ukiah moves into full deployment, we will perform 100% data quality
checks at the start of full deployment and taper off over the remaining deployment period.
E Source will:
●Verify that the correct meter was installed at the location
●Verify correct “out read”
●Verify correct meter number
●Review “as left” photos to ensure work area was left in good condition
E Source will document issues identified and will work with Ukiah to establish severity levels and the
escalation path to facilitate issue resolution.
Assumptions
–E Source will have access to the Meter Installation
Vendor’s (MIV) Work Order Management System
(WOMS), AMI Headend, and MDMS software to
perform data QA activities .
–E Source has estimated the level of effort for data
QA support during the IDA and full deployment .
E Source will work with Ukiah to establish
the volume of data QA support during the full
deployment phase that is commensurate with the
estimated level of effort for this task.
Deliverables
–Weekly Data Quality Assurance Report during IDA
(* .xlsx)
–Biweekly Data Quality Assurance Report during full
deployment (* .xlsx)
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)17
Task 10: Business Process Design
The transformative nature of AMI technology requires that utilities adjust work processes and routines to
realize benefits both internal and external to the organization. This task supports the need to design business
processes to holistically address people and processes when deploying new technology, an often-overlooked
requirement.
E Source will lead Ukiah through a series of workshops to baseline current-state business processes and
develop future-state business processes affected by core AMI functionality. As part of this effort, the E Source
team will work with you to identify redundancies in business processes and uncover potential for streamlining
processes. While some technology partners skim over specific recommendations, E Source draws from past
technology deployments and industry best practices to guide Ukiah toward making sound decisions for how to
redesign processes, policies, and procedures related to an AMI program.
E Source uses best practices to guide business process change that provides end-to-end process
understanding, visibility, and control while ensuring effective communication and engagement across an
organization. This approach, shown in Figure 5, results in an optimal business design for the desired future
state.
Figure 5 . E Source End-to-End Process Approach- NEED SOURCE FILE
Subtask 10.1: Current State
E Source begins with a workshop to understand how Ukiah operations currently function. By defining and
documenting current business processes, E Source gains a clear understanding of the operational and
organizational characteristics of each business process. We’ll work with Ukiah to document current state
business processes as part of these cross-functional workshops, which include a designated session for each
business process.
In addition to covering the step-by-step process itself, each session will also include ancillary discussions.
These discussions cover topics including process pain points, KPIs, potential AMI policy impacts, operational
use of various system reporting functionality, potential risks of AMI implementation, and process improvement
opportunities.
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)18
Assumptions
–E Source has identified the following minimum
core business processes that will comprise the
current state workshops: Billing, Customer Inquiry
& Response, Field Activities, Move-In/Move-Out,
Non-Pay Disconnect/Reconnect, and System
Events & Alerts .
–Ukiah will identify team members who are most
appropriate to participate in discussion of process
change, along with other key staff for participation
in each workshop .
Deliverables
PowerPoint slides incorporating Ukiah notes,
decisions, and open items from workshop (*.ppt)
Finalized current state process diagrams (*.vsd)
Subtask 10.2: Conceptual Future State
The Conceptual Future State (Future State #1) is the second in the series of three (3) business process
workshops that are planned for the development of the final business processes. This review of each business
process will focus on developing the future state, building upon what was developed in current state, and
using the new business applications (MDM system, AMI headend, and AMI meters, as applicable) and the
interfaces that will be deployed (AMI/MDM, MDM/CIS, etc.).E Source will continue the policy discussions from
current state to touch on the potential need to create new policies to support the successful operation of an
AMI system, for example opt-out, soft-off, and remote disconnect policies.
Assumptions
–The processes covered in Future State #1 will be
the same processes that were covered in Current
State, excepting relevant subprocesses that will
occur in the future but cannot be performed due to
technological limitations in the current state .
Deliverables
–PowerPoint process slides incorporating Ukiah
business process decisions and workshop updates
(* .ppt)
–Draft future state process diagrams (* .vsd)
Subtask 10.3: Final Future State
The Final Future State (Future State #2) is the third of the three (3) business process workshops that are
planned for the finalization of the business process flow diagrams and training materials. This final workshop
will focus on addressing open items from earlier workshops; refining Ukiah decisions regarding new policies
and procedures; and incorporating new information following vendor training and systems configuration. This
iteration serves to bring the process diagrams and supporting materials to a final state that can be used for
future internal training activity.
The Final Future State workshop typically follows Ukiah training to incorporate final design decisions into
future state design.
Assumptions
–Future State #2 builds upon the processes covered
in Future State #1, thus the same processes and
workshop sessions will be covered in this task .
Deliverables
–PowerPoint process slides incorporating Ukiah
business process decisions and workshop updates
(* .ppt)
–Final future state process diagrams (* .vsd)
Subtask 10.4: Business Process Audit
E Source will review and audit the core business processes with Ukiah staff to determine how well the
processes are working in the live environment. The audit will identify what, if any, adjustments are needed.
The audit is based on the final business process design documentation and will be used by E Source to
follow along with each process step as they are performed by Ukiah staff in a one-on-one format or through a
workshop.
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)19
E Source will present our findings and (if relevant) updated final business process documentation based on
findings from the audit.
Deliverables
–Summary of key findings (*.ppt)
–Updates to future state process diagrams (* .vsd)
Subtask 10.5: Policy Review
E Source will review existing Ukiah policies to identify those that may be impacted by the introduction of AMI
technology. E Source will thoroughly review Ukiah service regulations (or other appropriate documentation)
to determine which current policies may need to be updated or altered to better align with AMI technology.
We will review fees, policies, and procedures based on experience with other utilities and best practices in
the utility industry. We will then host a workshop with the core project team to discuss policy findings and
recommendations, incorporate Ukiah feedback and then finalize the policy impact assessment spreadsheet.
Assumptions
–E Source will make all reasonable efforts to provide
industry best practices and accepted practices
when suggesting policies, but the suggestion of
policies cannot be perceived as legal advice to
Ukiah; decisions to update, modify, or otherwise
change policies need to be approved by Ukiah’s
legal department .
Deliverables
–Policy Impact Assessment (* .xls)
Subtask 10.6: Final AMI Program Staffing Plan
E Source will work with the team at the City to develop an AMI program specific staffing plan that identifies
the overall strategy to facilitate an AMI implementation, as well as ongoing operations and maintenance of the
AMI system post deployment.
We will help the team analyze new skill sets needed (e.g., computer application skills) for AMI project impacted
positions (e.g., meter readers and technicians) and identify gaps with existing job qualifications. Specific skill
sets, tasks, and time commitments by role type will be outlined in the plan.
We will lead the team in discussions about maintaining the AMI field network, hardware, and software systems,
as well as responding to the events, alarms, and meter communications generated by the AMI system and
utilizing data transmitted to the AMI headend system and/or Meter Data Management System (MDMS – as
applicable), allowing the City to gain a deeper understanding of the tasks that will be required and will lead to
recommendations about who will perform these tasks.
Assumptions
–The AMI staffing plan is focused on the AMI project
and future maintenance and operation of the AMI
program exclusively and is not intended to be a full
Ukiah staffing plan.
Deliverables
–Final AMI Program Staffing Plan (*.xls)
Task 11: Stakeholder Engagement
Of the many lessons learned in AMI projects over the past decade, one of the most important is the value of
building customer understanding and aligning their expectations. Utility customers need to be engaged to
support successful project implementation. Working with utility staff, E Source will assess overall stakeholder
endorsement levels and methods used, then develop engagement strategies using—and perhaps expanding—
those methods.
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)20
The goal of customer engagement is to effectively inform and engage the supporters while minimizing the
impact of resistors. We help our Ukiahs do this by offering factual responses to customer concerns and options
to meet their needs. For example, there are four known topics of concern that must be addressed in AMI
projects: 1) price/rates; 2) privacy and data security; 3) health; and 4) safety. Although public resistance to AMI
projects has diminished over the last few years, recent experiences indicate that utilities must be prepared
to address these issues proactively. Conversely, engaging those customers who are interested or even
enthusiastic about the possibilities of new technology can build momentum for the entire effort.
E Source develops a clear plan for customer engagement activities that leverages existing Ukiah practices and
addresses tactical implementation. E Source will:
●Conduct a discovery workshop to outline the project’s communication goals, objectives, key messages,
and strategy for customer engagement.
●Support the development of clear and consistent project terminology and overall project branding.
●Determine content, channel, timing for informing customers about the project before, during and after the
transition to AMI.
●Provide communications best practices to address common topics of concern related to AMI technology
and its impacts.
●Recommend communication metrics to track the success of the program (e.g., customer contacts, media
attention, web analytics).
●Develop a comprehensive customer engagement plan and a schedule relative to the overall project
phasing and schedule.
●Work with Ukiah to develop the content for a variety of customer-facing materials, which may include:
– Customer letter, postcard, door hanger
– Press release
– Webpage
– Frequently asked questions
– Brochures and flyers
– Social media posts
– Informational video (optional)
Assumptions
–The customer engagement discovery workshop is
conducted onsite over a two-day period but can be
hosted virtually, if necessary .
–E Source will develop written messaging and
content for Ukiah review and input .
–Ukiah is responsible for graphic design and
layouts. If Ukiah requires graphic design, E Source
will estimate the level of effort and will deliver a
proposal to UKIAH for the additional service .
–Ukiah will handle the publishing, printing, shipping,
and dissemination of materials .
Deliverables
–Customer Engagement Plan
–Customer Engagement Schedule
–Content for customer communications
Task 12: Meter Deployment Support
The AMI project involves the installation of thousands of properly configured meters and/or endpoints as well
as the careful coordination of the materials, labor, and data. To accomplish this scope, E Source has expertise
in meter configuration, deployment planning and oversight to ensure the meters and AMI communications
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)21
equipment are configured correctly and installed efficiently with minimum disruption to existing Ukiah systems
and business processes.
Subtask 12.1: Meter Configuration Support
To ensure accuracy and alignment of data across the entire AMI system—from meter to billing—it is essential
that there is a clear understanding and documentation of the differences in meter read resolution across the
meter population. E Source has a thorough understanding of the configuration parameters available from the
different meter and AMI vendors and will work with Ukiah staff and vendors to identify the configurations for
each meter to ensure the meters are configured properly. A meter configuration workbook will be used to
facilitate work sessions with metering and billing staff to identify the meter reading resolution from meter to
AMI headend to MDMS. This workbook will also identify meter reading multipliers applied by the billing system
to each meter type and size if truncation of meter readings is needed and ultimately the meter resolution that
will be on customer bills.
Once proper configurations are identified, the meters and endpoints can be ordered. The workbook provides
specific configuration requests for endpoints, AMI headend software configuration, and MDMS configuration to
ensure proper billing with current billing system configurations. The meter configuration workbook is used for
bench, field acceptance, and integration testing as outlined in Task 5, Testing.
Deliverables
–Meter configuration workbook
–Support documentation in meter vendor software
Subtask 12.2: Meter Deployment / Quality Assurance Support
E Source has decades of experience working closely with AMI and MIV contractors and utility staff through
the planning, preparation, and execution of AMI projects. E Source presents industry best practices for the
planning and installation oversight of the AMI network, and meters and will work with the Ukiah team to tailor
the approach to the specific requirements and standards of Ukiah. This effort includes refining and validating
material procurement schedules for meters/endpoints, identifying installation and customer contact practices,
and ensuring clear vendor-utility communication and hand-off protocols. E Source will leverage lessons
learned on similar scale meter and endpoint deployment projects throughout North America.
Once the overall deployment planning and logistics are finalized for deployment of the system, the installation
process will begin. Installation activities will commence with the AMI network infrastructure leading to an initial
deployment of a select number of meters and endpoints in the field to support full system testing. Following
full system testing and acceptance by Ukiah, mass deployment of the remaining meters and endpoints can
begin. Based on the final deployment plan approved by Ukiah, E Source will monitor work logistics and material
planning and ordering to ensure a smooth roll out of the system. E Source will support Ukiah with the following
activities:
●Advise, review, and provide input on the MIV Deployment Plan.
●During the IDA, perform in-field installation inspections for 100% of installs.
●During full deployment, perform in-field installation inspections of meter installations on a sample basis.
●Track and report to Ukiah and MIV meter related exceptions encountered during installation quality audits.
●Perform data quality audits using MIV WOMS to verify meters are installed correctly.
●Review and advise Ukiah on the progress of installations and volume of rework / Return to Utility (RTUs).
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)22
Assumptions
–The MIV will develop the Deployment Plan and
E Source will advise, review, and provide input
–E Source will perform in-field quality inspections
for 100% of installs during the IDA .
–E Source has estimated the level of effort for in-
field inspections during full deployment detailed in
our fee for this task. E Source will work with Ukiah
to establish the volume and frequency of in-field
inspections during the full deployment phase that
is commensurate with the estimated level of effort
for this task .
Deliverables
–Inspection reports on verification of vendor work in
the field
Task 13: Fixed Network Deployment Support
In most AMI systems requiring an AMI network, deployment of that network precedes installation of the meters
and endpoints. Assuring that the network is properly deployed is an important step. E Source will provide
field support services during network deployment to support the installation and implementation of a fixed
AMI Network Infrastructure system. E Source will oversee the selected network installation contractor and
represent Ukiah interests accordingly. E Source will work with Ukiah and the network installation contractor to
develop the strategy and processes to monitor procurement and receipt of network equipment as well as the
installation of the fixed AMI network infrastructure system.
Activities will include:
●Network procurement and receipt oversight
●Site preparation logistics
●Monitor change to data collector site(s)
●Field installation quality
●Observe installer activities and performance
●Monitor installation production/schedule performance
●Verify & validate network communications to the headend system
Deliverables
–Site development plan for each data collector site
(* .doc)
–Field network installation report that will include
at a minimum—site photos, equipment installed,
issues encountered, corrective action taken/
changes from the original site development plan
and corresponding dates (* .doc)
Task 14: Project Closeout
As the project nears completion, E Source and the Ukiah project team will begin to close out the project and
officially hand off the ongoing operations and program ownership. The necessary documentation and checklists
required to complete closeout will be developed. As it relates to the AMI vendor, Ukiah will be transitioned to
the vendor’s support team prior to the official project completion and closeout.
Many of the AMI vendors will ask Ukiah to complete a final system acceptance prior to completion of full
deployment. E Source will work with Ukiah, AMI vendor, and MIV to conduct a thorough review of the entire
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91
ADVANCED METERING INFRASTRUCTURE (AMI) PROCUREMENT SERVICE & OPTIONAL IMPLEMENTATION SERVICES
PROPOSAL TO: City of Ukiah, California | February 12, 2026 (REVISED March 27, 2026)23
AMI deployment process, outcomes, challenges, and key insights. This review will assist Ukiah in determining
the appropriate frequency to review meter/service inspections, anticipate future issues, and plan for system
growth.
E Source and Ukiah project team will schedule post-implementation meetings to gather project feedback on
applications, configuration, or processes. If the team has ideas for future enhancements, not originally in the
project scope, these ideas will also be documented.
Ukiah AMI support team will be established in earlier phases and the purpose of the closeout is to officially
transfer program responsibility to this team. Ukiah AMI support team should participate in all closeout
activities and should be considered the customer for closeout tasks.
Deliverables
–Project closeout checklist
–Project closeout summary
Docusign Envelope ID: 0928E77D-E0CD-4E37-A7CF-3D5538026C91