CITY OF PORT ANGELES

ADVANCED METERING INFRASTRUCTURE SYSTEM

OPTIONAL VENDOR PROPOSAL CHECKLIST
The Vendors proposal shall be in an organized fashion (e.g., include Sections 1-8 as outlined
below).
Use generic software descriptions in your proposal (i.e., CIS, SCADA, meter reading interface
system, CMMS) do not use the actual software names used by the City. You may specify the
Citys actual software names in Section 7 of your proposal. Likewise, identify the City sites to
be connected to the fiber optic network as sites A, B, C, etc. in your proposal and provide the
actual City site name and address in Section 7 of your proposal.
The Vendors proposal shall contain the following minimum information, which is not in priority
order.
1. Letter of interest.

The Vendor shall provide a letter of interest conveying an understanding of the Citys
objectives and requirements. The letter of interest should be limited to one page.

Proposals demonstrating strong commitments to enhancing overall quality of products and

services available and compatibility and interoperability with AMI System components will
be scored higher during evaluations.
2. Technical Proposal.

The total length of the Technical Proposal shall not exceed 20 double sided or 40 single sided
letter sized pages including Sections 2, 4, and 5. Graphics shall be kept to a minimum.

The Vendors Technical Proposal must specify details of the metering equipment, information
technology hardware and software and security, 2-way communications technology that will
be used to meet the requirements in the AMI System Agreement, and be responsive to the
entire RFP, as well as indicating staff, working space, and infrastructure capabilities
necessary to meet the service and support requirements specified herein.

The Technical Proposal shall indicate how the 2-way communications technology will be
incorporated into the fiber optic network including a route map and specify all City
responsibilities (e.g., server rack space, 120VAC power supply, future monthly charges for
use of the fiber optic network, expected daily successful communications rate, etc.).

Propagation studies for wireless 2-way communications technologies shall be included (if
applicable). A summary of the propagation study shall be included in the Technical Proposal
and a complete copy of the study shall be included in the appendix.

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CITY OF PORT ANGELES

ADVANCED METERING INFRASTRUCTURE SYSTEM
OPTIONAL VENDOR PROPOSAL CHECKLIST

A description of the meter exchange process (including electronic meter data exchange
method to minimize human error) including customer communications.

The water meter re-sizing methodology proposed and any City provided data needed.

Other report capabilities such as load forecasting, customer usage profiles and transformer
load sizing.

A description of Vendor support and response times during and after installation.

A description of the Vendors ability to meet the functional requirements outlined in the
Scope of Products and Services.

The Vendors Technical Proposal shall also outline any additional City costs and workload
that will be required to operate and maintain the AMI System. For example, what additional
information technology workload will City employees experience to operate and maintain the
AMI System? What additional workload will City employees experience to operate and
maintain the MDMS? What other costs will the City incur to operate and maintain the AMI
System?

The Vendors Technical Proposal must include a timeline indicating the time period for work
to be performed. Timelines should be submitted as a Microsoft Project document or in a
similar format. All major milestones must be included within the timeline.

Completion of implementation and testing of the AMI system must occur within the schedule
allowed for Phase I and II.

The hardware storage shall be flexible for growth (SAN type) if the meter reading interval is
changed resulting in more data storage requirements (e.g., 15 minute interval data versus 1
hour).

The City anticipates that the fiber optic network may need to be expanded to incorporate the
AMI System. Vendors need to identify the existing City fiber optic sites that will be
connected, and proposed additional City sites (if any) that need to be connected to the AMI
System. Vendors should contact Capacity Provisioning, Inc. for proposed additional City
sites and include the charge for additional fiber optic network connections in Charge Proposal
Schedule K.

Meter reading collectors must have primary and backup fiber optic connections.

Must specify power requirements, rack units, and fiber optic connection.

Primary hardware and software to be specified by the Vendor and be located at the City Hall
computer room (headend). Backup hardware and software to be provided and installed at a

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CITY OF PORT ANGELES

ADVANCED METERING INFRASTRUCTURE SYSTEM
OPTIONAL VENDOR PROPOSAL CHECKLIST
location on the fiber optic network to be specified by the City. The Vendor is not required to
provide backup fiber optic connections at the primary or backup hardware and software
locations.

The Vendor may propose to provide a Meter Data Management System (MDMS) if required
to meet the Citys requirements. A description of user defined reporting capabilities shall be
provided.

All storage will be no less than Redundancy Array for Independent Disks (RAID6 striped
disks with dual parity) capable.

Backup equipment and software must be mirrored to primary in case of primary failure.

Ability to store and maintain data for a minimum of eight (8) calendar years if used to
generate billing information, and ability to roll-over ninth year with new data.

Describe the data retention capabilities assuming 8-years of records per customer (assuming
5, 15, 30, and 60 minute interval data), including storage, backups, location of data,
maintenance, and security.

Ability to incorporate alternative rate design (including, but not limited to, time-of-use rates,
peak demand rates, demand response rates; prepayment, net-metering capabilities). Peak
demand is the maximum hour of consumption for the Citys electric system in a calendar
month during Heavy Load Hours.

Ability to control commands for remote connect/disconnect.

Ability to provide data for in-home pay-as-you-go displays.

A description of the warranties provided including but not limited to: materials and
equipment furnished by Vendor will be of good quality and new; Vendors work will be free
from defects; and a minimum of one year warranty from the date the City accepted the
Vendors final System Acceptance Test.

Specific details regarding the minimum AMI System requirements and describe how each
requirement will be met. In addition, the Vendors proposal should include any details that
will assist the City in the Vendor selection process.

General description of the overall capabilities of: electric and water metering, remote
connect/disconnect, demand response, and distribution automation of the proposed AMI
system.

Describe the AMI System compatibility with the Citys existing customer information system
and meter reading interface system, if a MDMS is required, communications details,

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ADVANCED METERING INFRASTRUCTURE SYSTEM
OPTIONAL VENDOR PROPOSAL CHECKLIST
workflow and software required for seamless integration, and the security levels and access
control for NERC Critical Infrastructure Protection Standards compliance.

Describe two-way communications system type (e.g., power line carrier, wireless, etc.),
capabilities, Federal Communications Commission licensing requirements, and any possible
interference issues.

Due to the Citys proximity to British Columbia, the westernmost of Canada's provinces, any
wireless communications systems proposed shall identify any other licensing or international
requirements and the anticipated timeline to comply.

Retrieval of AMI/MDMS data must be web browser capable and graphical with simple
presentation and retrieval capabilities to allow City customer services employees and
customers to understand billing meter detail by parameters and search parameters.

Describe the ease of use of reports and report generators for typical needs and audits.

Describe information technology equipment proposed (e.g., server and rack units, storage,
software), ongoing personnel requirements and skills needed to operate and maintain system,
and any information technology outsourcing services available.

Management of any AMI and MDMS software should be web-based.

As part of the Vendors Technical Proposal a thorough description of their residential DR and
HAN products and services shall be provided. The description should include, but not be
limited to: controllable 120VAC and 240VAC electric loads, in-home networking issues,
home security, smoke alarms, communications interference possibilities, and web portal.

As part of the Vendors Technical Proposal a thorough description of their commercial and
industrial DR products and services may also be provided.

Please describe any ongoing system maintenance and support services that are required by the
Vendor or available through the Vendor during and after the warranty period.

Proposals shall describe the Vendors remote hardware and software monitoring and
troubleshooting capabilities, and provide a sample of a typical monitoring report.
3. Charge Proposal.

The length of the Charge Proposal was not specified.

The Vendors Charge Proposal shall include the total cost to deploy the AMI System
including all applicable permits and taxes to meet or exceed all requirements in the RFP and
AMI System Agreement.

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CITY OF PORT ANGELES

ADVANCED METERING INFRASTRUCTURE SYSTEM
OPTIONAL VENDOR PROPOSAL CHECKLIST

Vendor charges shall include any ongoing costs required to operate and maintain the AMI
System and all applicable taxes.

The Vendor shall accept as full payment for the products, services and installation proposed
herein the amounts including regulatory permits and taxes computed under the provisions of
the AMI System Agreement and based on the charges provided in the Technical Proposal and
Charge Proposal schedules.

The Vendor agrees to execute the AMI System Agreement at the charges indicated in the
Technical Proposal and Charge Proposal schedules, with no exceptions.

The Vendor agrees that the service charges indicated in its Technical Proposal and Charge
Proposal represent a true measure of the labor, materials, installation, regulatory permits, and
all other costs required to execute the project, including all allowances for overhead, profit,
Washington State sales tax, and all other applicable taxes and all other costs.

Any site preparations that need to be completed by the City shall be identified in the Vendors
Technical Proposal and Charge Proposal.

The charges provided in this Technical Proposal and Charge Proposal shall remain valid
subject to City acceptance without escalation until 180 days following the date Technical
Proposal and Charge Proposals are submitted.

The charges for Exhibit 3 Schedules A and C shall remain valid subject to City
acceptance without escalation for inventory spares and customer growth for a minimum of
two years following City approval of the final System Acceptance Test.

The following Charge Proposal Schedules shall be completed by the Vendor to provide an
itemized list of all charges included and those not included in the Charge Proposal Forms:

Schedule A- Electric Metering Equipment Charge Proposal (use revised Schedule A

which is dated 7/2/10).

Schedule B - Electric Metering Installation Charge Proposal.

Schedule C - Water Metering Equipment Charge Proposal.

Schedule D - Water Metering Modules Charge Proposal.

Schedule E - Water Metering Installation Charge Proposal.

Schedule F - Electric Meter Remote Connect/Disconnect Charge Proposal.

Schedule G - Water Meter Remote Connect/Disconnect Charge Proposal (use revised

Schedule G which is dated 6/17/10).
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ADVANCED METERING INFRASTRUCTURE SYSTEM
OPTIONAL VENDOR PROPOSAL CHECKLIST

Schedule H - Demand Response Charge Proposal (include residential, commercial and

industrial demand response equipment offerings).

Schedule I - Distribution Automation Charge Proposal.

Schedule J - Supplemental Charge Proposal.

Schedule K - Confidential 2-Way Communications System Charge Proposal.

Schedule L - Confidential Information Technology Hardware and Software Charge

Proposal.

Schedule M - Confidential MDMS Equipment Charge Proposal.

The Vendors Charge Proposal Schedules A through J include attachments (e.g.,

manufacturers literature and specifications).

The Vendors Charge Proposal Schedule K, L, and M and attachments (e.g.,

manufacturers literature and specifications) related to computer network security shall be
included as a separate document (or tab in 3-ring binder) that is marked as confidential.
4. Qualifications.

The total length of the Technical Proposal shall not exceed 20 double sided or 40 single sided
letter sized pages including Sections 2, 4, and 5.

The proposal must identify the technical qualifications and experience of the Vendor, the
Vendors project manager, and any subcontractor key staff proposing to provide all products
and installation services in accordance with this RFP.

The qualifications for installation services shall include the contractor license, trade, journey
level, and certifications. The proposal must also describe how the Vendor will supervise its
employees that are not journey level workers.

Descriptions of a similar project completed by the Vendor must be provided, including a

successful project implementation with a customer information system (City customer
information system preferred) and meter reading interface system.

Provide a summary on at least one project the Vendor considers to be similar to the
anticipated work.

As part of the Vendors qualifications they shall provide a summary of their financial resources.
An optional financial prospectus may be included as an appendix.

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CITY OF PORT ANGELES

ADVANCED METERING INFRASTRUCTURE SYSTEM
OPTIONAL VENDOR PROPOSAL CHECKLIST

Proposals must include full resumes for management, the project manager, and key members
of the staff and subcontractors proposed for the project as an appendix.

An outline of the Vendors implementation plan must be provided including but not limited
to:
Vendors policies regarding background checks for all on-staff personnel, subcontractors,
or visitors that might have access to the Citys facilities and customers homes and
businesses.
A list of the full names, addresses, and dates of birth for all Vendor and subcontractor
personnel that will be permitted to have access to the Citys facilities, customer homes,
and businesses that may be subject to a background check.
A brief description of the Vendors role in the Citys customer communications plan in
the following areas:

Customer electric meter base and overloading problems.

Customer water meter problems (e.g., locating meters, flooded meters, damaged
meter boxes and lids, landscape restoration).

Utility billing inserts or direct mailing.

Customer letters about AMI meter installation and scheduling.

Vendor meter installer orientation.

Customer door hangers.

Post installation AMI System brochure.

Post installation survey.

AMI System customer demonstrations.

Retail Tiered Rate Methodology Study.

Residential, commercial, and industrial Demand Response pilot projects.

Ongoing customer educational efforts.

A description of how the Vendors AMI System will be integrated into the Citys
customer information system and meter reading interface system (if required), during
phases I and II System Acceptance Tests.
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CITY OF PORT ANGELES

ADVANCED METERING INFRASTRUCTURE SYSTEM
OPTIONAL VENDOR PROPOSAL CHECKLIST
A description of the Vendors testing plan and detailed acceptance criteria.
A description of a City staff training plan including operating instructions and system
training for the following City staff:

Customer service personnel.

Utility personnel.

Information technology personnel.

5. Vendors compatibility and interoperability with AMI System components.

The total length of the Technical Proposal shall not exceed 20 double sided or 40 single sided
letter sized pages including Sections 2, 4, and 5.

The proposal must identify the Vendors current compatibility and interoperability with AMI
System components including, but not limited to, the Citys SCADA systems, customer
information system, and meter reading interface system (if required), and other City and
Vendor AMI System components.

A description of how the Vendors AMI System will be integrated into the Citys customer
information system and meter reading interface system (if required) including any required
software modules.

Identification of any compatibility issues related to integrating an MDMS, prepayment,

SCADA, outage management, and other current and proposed systems into the AMI System.

A description of the possible benefits the City may realize by integrating the AMI System
into the Citys Geographic Information System.

Provide other Vendor customer references where the Vendors AMI System has been
integrated into the same customer information system and meter reading interface system that
are currently used by the City.

The Charge Proposal may include optional schedules for specific products that may provide a
better value to the City.

Flexibility to control/interface with electric utility SCADA for residential, commercial and
industrial demand response applications and substation conservation voltage reduction
application.

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CITY OF PORT ANGELES

ADVANCED METERING INFRASTRUCTURE SYSTEM
OPTIONAL VENDOR PROPOSAL CHECKLIST

Describe the overall flexibility of the AMI System and its compatibility with other systems
and adaptability to other systems and future technologies.
6. Any Proposed Exceptions to the RFP or AMI System Agreement.

The length of this section of the Vendors proposal was not specified.

The Vendor must submit a Technical Proposal and Charge Proposal that conforms to the
Citys terms and conditions set forth in this RFP, and the AMI System Agreement. However,
the Vendor may also propose exceptions or clarifications to the terms and conditions of the
AMI System Agreement that will materially affect the Vendors charge for services.

Except as noted in the RFP, the Vendor will provide all equipment, hardware, software,
installation, and configuration necessary to provide a fully functioning AMI System that is
compatible with the Citys customer information system, meter reading interface system (if
required), and SCADA systems.

All required information technology equipment and software will be specified, delivered, and
physically installed and configured by the Vendor. However, the City may consider an
exception if proposed by the Vendor for the City to purchase some or all information
technology equipment under the Washington State contract pricing.

Optional components in addition to those required by this RFP may be suggested by the
Vendor and priced separately in the Charge Proposal.

For each proposed exception, optional component, or clarification, the Vendor must use Form
6.3 and attach a description of the proposed exception or clarification that identifies the page
number, section number, and paragraph number (if applicable) of the appropriate text and
must include a revision of that text that reflects the Vendors exception or clarification. For
each proposed exception, optional component, or clarification the Vendor must state the
amount by which the proposed service charge would change should the City agree to the
proposed exception, optional component, or clarification.

Should the Vendor propose alternative methods not contained in this RFP, or other equipment
and system capabilities that will be available in the near future, it must identify in the
attachment that the alternative Technical Proposal and Charge Proposal is unsolicited and
describe why it would result in a better value to the City.
7. Confidential Information.

The length of this section of the Vendors proposal was not specified.

The Technical Proposal and Charge Proposal submitted in response to this RFP may contain
technical data or other knowledge or materials that Vendors consider to be proprietary

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ADVANCED METERING INFRASTRUCTURE SYSTEM
OPTIONAL VENDOR PROPOSAL CHECKLIST
information. The Vendor may not propose that its entire Technical Proposal or Charge
Proposal is confidential. However, the Vendor may specifically identify the pages of the
Technical Proposal and Charge Proposal containing such information by marking the
applicable pages CONFIDENTIAL.

The Vendors Technical Proposal that is related to City and/or Vendor computer network
security, fiber optic network, or is related to the Citys confidential information provided the
Vendor through the Non-Disclosure Agreement, shall be included as a separate document (or
tab in 3-ring binder) that is marked as confidential.

A description of the security of the Vendors 2-way communications system shall also be
provided as well as vulnerabilities, encryption levels, firmware update issues, and backward
compatibilities, shall be included as a separate document (or tab in 3-ring binder) that is
marked as confidential.

The Vendors Charge Proposal Schedules K, L, and M and copies of the

manufacturers literature and specifications for each proposed item within each schedule shall
be included as a separate document (or tab in 3-ring binder) that is marked as confidential.

The Vendor shall return the original copies of the confidential information provided by the
City under the Non-Disclosure Agreement and revised copies as part of Addendums 3 and 5
as a separate document (or tab in 3-ring binder) that is marked as confidential.
8. Appendices.

The length of this section of the Vendors proposal was not specified.

Appendices should be organized in the following order:

Map illustrating how Vendors primary and backup hardware and software and 2-way
communications system will be incorporated into the fiber optic network.
Vendors wireless propagation study (if applicable).
Sample copy of MDMS reports that are currently available along with any user defined
reporting capabilities.
A copy of the software license and annual software maintenance agreements.
Existing and proposed facilities and equipment.
Resumes for management, the project manager, and key members of the staff and
subcontractors proposed.

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CITY OF PORT ANGELES

ADVANCED METERING INFRASTRUCTURE SYSTEM
OPTIONAL VENDOR PROPOSAL CHECKLIST
Detailed information, including references, on at least one project the Vendor considers
to be similar to the anticipated work shall be included in the appendix. The appendix
shall also include utility references (information to include utility name, contact person,
phone number, email address) for other utilities that have deployed a combined electric and
water utility AMI System.
An optional financial prospectus such as a description of the company's business, most
recent financial statements, any litigation that is taking place, and any other material
information.
9. Supplemental Checklist.

A total of ten (10) printed copies of the Vendors Technical Proposal and Charge Proposal
shall be delivered in a sealed envelope clearly marked with the Vendors name and the words
Advanced Metering Infrastructure System Technical Proposal and Charge Proposal to the
Director of Public Works & Utilities, City of Port Angeles.

One Adobe Acrobat Portable Document Format (PDF) copy on compact disk (not thumb
drive) of the Vendors Technical Proposal and Charge Proposal shall be also be provided.

The Vendors Technical Proposal and Charge Proposal shall be due by 5:00 PM, August 6,
2010, and not later, at the Port Angeles City Hall, 321 East 5th Street, P.O. Box 1150, Port
Angeles, WA 98362.

The Vendor shall sign and attach Form 6.0, Guarantees and Warranties, to its Technical
Proposal and Charge Proposal.

The Vendor shall sign and attach Form 6.2, Acknowledgement of Addendums 1-5, to its
Technical Proposal and Charge Proposal.

If the Vendor proposes any exceptions they shall complete, sign, and attach Form 6.3,
Exceptions to Terms and Conditions, to the Technical Proposal and Charge Proposal. The
Vendor shall also attach a description why each proposed exception would result in a better
value to the City.

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