city of ballinger request for proposal - welcome to ... · city of ballinger request for proposal...

44
Page 1 of 44 City of Ballinger City of Ballinger REQUEST FOR PROPOSAL THE CITY OF BALLINGER, TEXAS, HENCEFORTH KNOWN AS OWNER, IS ACCEPTING REQUEST FOR PROPOSALS (PROPOSAL) FOR THE ITEMS AND SERVICES LISTED IN THIS PACKAGE FOR COMPLETION OF AN AUTOMATED METER READING SYSTEM PROJECT FOR THE CITYS WATER UTILITY. PROPOSALS WILL BE OPENED ON THE DATE AND AT THE TIME AND LOCATION AS INDICATED. ALL PROPOSALS WILL BE SUBJECT TO THE CONDITIONS AND SPECIFICATIONS ATTACHED HERETO AND MADE A PART OF THE INVITATION BY THIS REFERENCE. SUBMISSION OF A PROPOSAL CONSTITUTES ACCEPTANCE OF THE TERMS AND CONDITIONS OF THIS INVITATION AND THE CONDITIONS AND SPECIFICATIONS ATTACHED HERETO. THE MASTER PROJECT AGREEMENT, WITH SELECTED ATTACHMENTS, SHALL BE IN AFFECT AT THE AWARD OF THE CONTRACT FOR BEST PROPOSAL AS DETERMINED BY THE OWNER. PROPOSAL OPENING DATE: January 21, 2015 PROPOSAL OPENING TIME: 11:30 AM PROPOSAL OPENING PLACE: 700 Railroad Ave, Ballinger, Texas 76821 PROPOSAL ITEM(s) AND SERVICES: MATERIALS AND SERVICES WILL BE AS REQUIRED IN THE MASTER PROJECT AGREEMENT AND ITS SELECTED ATTACHMENTS. PROPOSAL REQUIREMENTS: ALL PROPOSAL RESPONSES MUST BE SUBMITTED BY THE TIME INDICATED ABOVE. EACH RESPONDENT MUST USE THE ENCLOSED SUBMITTAL MATERIAL, PLACED IN A SEALED ENVELOPE CLEARLY MARKED ON THE OUTSIDE: PROPOSAL FOR AMR PROJECTTHE ENVELOPE SHOULD BE PROPERLY ADDRESSED TO THE CITY OF BALLINGER AND THE RESPONDENTS NAME AND ADDRESS SHOULD BE INDICATED OUTSIDE THE ENVELOPE. UNSIGNED PROPOSAL RESPONSES WILL BE CONSIDERED NON- RESPONSIVE. CITY OF BALLINGER RESERVES THE RIGHT TO REJECT ANY AND ALL PROPOSALS, WAIVE ALL TECHNICALITIES, AND ACCEPT THE PROPOSAL MOST AVANTAGEOUS. THE OWNER SHALL DECIDE WHICH PROPOSAL IS MOST ADAVANTAGEOUS BASED UPON CRITERIA ESTABLISHED BY THIS PACKAGE.

Upload: vuongkhuong

Post on 27-Apr-2018

213 views

Category:

Documents


0 download

TRANSCRIPT

Page 1 of 44 City of Ballinger

City of Ballinger

REQUEST FOR PROPOSAL

THE CITY OF BALLINGER, TEXAS, HENCEFORTH KNOWN AS OWNER, IS

ACCEPTING REQUEST FOR PROPOSALS (PROPOSAL) FOR THE ITEMS AND

SERVICES LISTED IN THIS PACKAGE FOR COMPLETION OF AN AUTOMATED

METER READING SYSTEM PROJECT FOR THE CITYS WATER UTILITY. PROPOSALS

WILL BE OPENED ON THE DATE AND AT THE TIME AND LOCATION AS

INDICATED. ALL PROPOSALS WILL BE SUBJECT TO THE CONDITIONS AND

SPECIFICATIONS ATTACHED HERETO AND MADE A PART OF THE INVITATION BY

THIS REFERENCE. SUBMISSION OF A PROPOSAL CONSTITUTES ACCEPTANCE OF

THE TERMS AND CONDITIONS OF THIS INVITATION AND THE CONDITIONS AND

SPECIFICATIONS ATTACHED HERETO. THE MASTER PROJECT AGREEMENT, WITH

SELECTED ATTACHMENTS, SHALL BE IN AFFECT AT THE AWARD OF THE

CONTRACT FOR BEST PROPOSAL AS DETERMINED BY THE OWNER.

PROPOSAL OPENING DATE: January 21, 2015 PROPOSAL OPENING TIME: 11:30 AM PROPOSAL OPENING PLACE: 700 Railroad Ave, Ballinger, Texas 76821

PROPOSAL ITEM(s) AND SERVICES: MATERIALS AND SERVICES WILL BE AS

REQUIRED IN THE MASTER PROJECT AGREEMENT AND ITS SELECTED

ATTACHMENTS.

PROPOSAL REQUIREMENTS: ALL PROPOSAL RESPONSES MUST BE SUBMITTED BY

THE TIME INDICATED ABOVE. EACH RESPONDENT MUST USE THE ENCLOSED

SUBMITTAL MATERIAL, PLACED IN A SEALED ENVELOPE CLEARLY MARKED ON

THE OUTSIDE:

“PROPOSAL FOR AMR PROJECT”

THE ENVELOPE SHOULD BE PROPERLY ADDRESSED TO THE CITY OF BALLINGER

AND THE RESPONDENTS NAME AND ADDRESS SHOULD BE INDICATED OUTSIDE

THE ENVELOPE. UNSIGNED PROPOSAL RESPONSES WILL BE CONSIDERED NON-

RESPONSIVE.

CITY OF BALLINGER RESERVES THE RIGHT TO REJECT ANY AND ALL

PROPOSALS, WAIVE ALL TECHNICALITIES, AND ACCEPT THE PROPOSAL MOST

AVANTAGEOUS. THE OWNER SHALL DECIDE WHICH PROPOSAL IS MOST

ADAVANTAGEOUS BASED UPON CRITERIA ESTABLISHED BY THIS PACKAGE.

Page 2 of 44 City of Ballinger

SECTION I GENERAL CONDITIONS

1. RESERVATIONS:

The City of Ballinger, hereinafter referred to as “buyer,” reserves the right to reject any or all

Proposal Responses or any part thereof and/or to waive any formalities, if such action is deemed

to be in the best interest of the buyer.

The buyer is requiring a turn-key proposal (equipment procurement, installation of reading

infrastructure and project management) for completion of an Automated Meter Reading project.

At the current time, it is the intention of the City to install meters and radio endpoints. Guidance

from the selected Vendor’s project manager and AMR/AMI Product Specialist will be expected.

The respondent must include all components and be willing to complete any component of the

Proposal which the buyer in its sole discretion shall award. All components must be included.

However, the buyer will accept only those components that are deemed to be in its best interest.

The buyer understands that product choice will affect other components (ex: servicing and

installation and on-going maintenance pricing and procedures) and as such requires that all

components awarded under this Proposal shall be from the same respondent.

The buyer reserves the right to cancel any contract, if in it’s opinion, there be a failure at any

time to perform adequately to the stipulations of these conditions and the Master Project

Agreement which is attached and made part of this document, or in case of any attempt to

willfully impose upon the buyer materials or products or workmanship which are, in the opinion

of the buyer, of unacceptable quality. Any action taken in pursuance of this stipulation shall not

affect or impair any rights or claim of the buyer to damages for the breach of any covenants of

the contract by the successful respondent. The buyer also reserves the right to reject the Proposal

and/or any respondent who has previously failed to perform adequately after having been

awarded a prior contract.

Should the successful respondent fail to furnish any item or items, or to complete the required

work included in the Proposal, the buyer reserves the right to withdraw such items or required

work from the operation of the Proposal without incurring further liabilities on the part of the

buyer thereby.

All items furnished must be completely new and free from defects unless specified otherwise.

No other items will be accepted under the terms and intent of the contract.

At the time of award, the Master Project Agreement and its selected attachments shall be in

affect. In any areas where these General Conditions and the Conditions contained in the Master

Project Agreement and the selected Attachments conflict, the Master Project Agreement and the

selected Attachments shall be in affect.

2. QUALIFICATIONS OF RESPONDENTS:

To demonstrate Respondents qualifications to perform the Work, at least five (5) days prior to

the proposal due date, all Respondents shall submit written evidence such as financial data,

previous experience, present commitments and confirmation of such data as stated below:

Page 3 of 44 City of Ballinger

A. Documentation that the proposed automated metering system are products developed by

the manufacturer and have been continually supported by the manufacturer for the last 15

years.

B. Documentation that the proposed water meters are manufactured in the United States

with the foundry also located in the United States.

C. The Respondent shall be the licensed, authorized representative of the meter

manufacturer. Respondent must have a minimum of fifteen stocking warehouses located

within the State of Texas and capable of stocking future meter/AMR equipment needs of

the City. The closest warehouse shall be no further than 75 miles from 700 Railroad Ave,

Ballinger, Texas 76821.

D. Bidder must have two (2) on-staff, in-state, factory trained AMI/AMR Product Specialist

who can service the buyers AMR/AMI water meter needs. In addition, successful

respondent must have an in-house national metering group that specializes in turn-key

metering projects and project management that has both water and electric expertise.

Respondent must submit evidence of their compliance with this section five (5) days prior to the

proposal due date. Failure to provide evidence of qualification of the above requirements will

result in the respective vendor’s proposal as non-responsive and it will not be opened.

3. DEVIATIONS TO SPECIFICATIONS:

On all required items the respondent shall indicate clearly the product (brand and model

number). In addition, all deviations from the specifications must be noted in detail by the

respondent, in writing, at the time of the submittal of the formal Proposal response. The absence

of a written list of specification deviations at the time of submittal of the Proposal response will

hold the respondent strictly accountable to the buyer to the specifications as written. Deviations

not submitted, as required by the above, will be grounds for rejection of the material and/or

equipment when delivered.

In such cases where a manufacturer’s name or brand is specified, consideration of other brands

will be made only if the said alternate brand is comparable and compatible with, or can

successfully be substituted for the brand requested. The respondent, when offering an alternate

brand will be required to submit detailed information and equipment sufficient to enable the

Utility to judge if the alternate brand is acceptable.

4. RESERVED:

5. WARRANTY:

All equipment, accessories, and component parts shall be guaranteed by the respondent to be free

of defects in workmanship and design and to operate as specified and intended. The

manufacturer’s standard warranty or a minimum one year warranty, whichever is greater, shall

be given to the buyer at time of acceptance. The effective date of the warranty shall be the date

of acceptable delivery by the buyer.

Page 4 of 44 City of Ballinger

COPIES OF THE MANUFACTURER’S WARRANTY SHALL BE INCLUDED WITH

EACH PROPOSAL.

If, within the guarantee period, any defect or signs of deterioration are noted, which, in the

opinion of the buyer, are due to faulty design and installation, workmanship, or materials, upon

notification, the successful respondent, at their expense, shall repair or adjust the equipment or

parts to correct the condition, or they shall replace the part or entire unit to the complete

satisfaction of the buyer. These repairs, replacements or adjustments shall be made only at such

time as will be designated by the buyer as least detrimental to the operation of the business. Any

part which fails to meet the warranty shall be replaced free of charge for materials, labor,

handling, or shipping charges.

6. COLLUSION:

The respondent, by affixing their signature to the Proposal, agrees to the following: Respondent

certifies that the proposal is made without any previous understanding, agreement or connection

with any person, firm or corporation making a proposal for the same items, and is in all respects

fair, without side control, collusion, fraud or otherwise illegal action.

7. INTERPRETATION:

Should any respondent have any questions as to the intent or meaning of any part of this

Proposal, he should contact the buyer in time to receive a written reply before submitting his

response.

8. ERRORS IN PROPOSALS:

Respondents or their authorized representatives are expected to fully inform themselves as to the

conditions, requirements, and specifications before submitting their response. Failure to do so

will be at the respondents own risk and cannot secure relief on the plea of error. Neither law nor

regulations make allowances for errors by either omission or commission on part of the

respondent.

It shall be the responsibility of the respondent to make sure that his response arrives at the proper

place and time as required in the Proposal. The buyer takes no responsibility for response mailed

to the wrong place, or for response received late due to error or delay caused by the Postal

Service. The respondent should allow himself ample time and opportunity when hand carrying a

response to the proper place, so that the response will be received on time.

9. FEDERAL AND STATE LAWS:

All items (equipment, products, accessories, and services) supplied by the respondent shall

comply with all Federal and State standards, applicable and effective on the date of acceptance.

All items must meet or exceed all existing Federal, State, and Local health, safety, lighting,

emissions, and noise standards.

10. SERVICE MANUALS:

The successful respondent shall supply the buyer with two copies of the operation and service

manual.

Page 5 of 44 City of Ballinger

11. TITLE PAPERS:

All title papers shall be made out to the buyer and delivered to the Executive Director or his

authorized representative.

12. SERVICE:

Respondents shall list the name and address of the nearest authorized factory service location.

Respondents must provide service phone number and describe the hours of duty as well as

procedures for service.

13. RESERVED:

14. EQUIPMENT SPECIFICATIONS:

Proposed equipment must meet the specifications and guidelines as stated in Section III.

15. ONGOING SERVICE REQUIREMENTS:

Proposed Respondent must provide a detailed service plan for the ongoing AMR/AMI solution.

Service plan must detail plans for providing service & technical support and meter inventory

over the product usage period. Respondent must list the proximity of the nearest location to the

buyer and name the factory trained professionals to provide technical support and state if this

person is part of the Proposer’s staff or an outside or factory provided person.

16. EVALUATION CRITERIA:

SYSTEM QUALIFICATIONS 40%

LOCAL SERVICE AND SUPPORT 25%

PRICE 25%

QUALITY OF RFP RESPONSE 10%

17. RIGHTS OF PARTIES:

The City of Ballinger retains the right to award or not award the contract or any portion herein to

the party most qualified in the buyer’s sole digression. Responding firms shall have the right to

withdraw their proposal in the event that selection is not made within 60 days or final contracts

are not negotiated.

18. TWDB / EPA Scoring Criteria:

A. Any loan award is contingent upon release of funds from the Texas Water Development

Board (TWDB).

B. This contract is subject to the Environmental Protection Agency's (EPA) "fair share

policy", which includes EPA-approved "fair share goals" for Minority Business Enterprise

(MBE) and Women Business Enterprise (WBE) firms in the Construction, Supplies,

Equipment, and Services procurement categories. EPA's policy requires that applicants and

prime contractors make a good faith effort to award a fair share of contracts, subcontracts,

and procurements to Minority Business Enterprise and Women-Owned Business Enterprise

firms. Although EPA's policy does not mandate that the fair share goals be achieved, it

Page 6 of 44 City of Ballinger

does require applicants and prime contractors to demonstrate use of the six affirmative

steps. The current fair share goals for the State of Texas are as follows:

CATEGORY MBE WBE

CONSTRUCTION 12.94% 8.72%

EQUIPMENT 7.12% 5.39%

SERVICES 10.84% 5.72%

SUPPLIES 9.68% 9.34%

19. PROVEN SYSTEM:

The proposed manufacturer of AMR systems and water meters must have a minimum of fifteen

years’ experience and must have no less than five hundred (500) completed systems currently

deployed. To ensure the reliability of the system, the proposed manufacturer must have in excess

of 2,000,000 water endpoint transmitters currently deployed and in operation.

The goal of this project is to provide equipment, installation and project management for an

Automated Meter Reading System for the Owner that fully meets the product specifications

contained within this document. Responding firms who meet all criteria outlined herein are

invited to present a proposal addressing the following scope of work:

End of Section

SECTION II

SUMMARY OF WORK

PART 1 – GENERAL

1.1 RELATED DOCUMENTS

General Provisions of the Contract Documents, General Conditions, Special Provisions

and Technical Specifications shall also apply to this section.

1.2 PROJECT IDENTIFICATION AND SCOPE

A. The project is an implementation of an Automated Meter Reading System. Material

supplied for the City of Ballinger AMR/AMI Water Meter Project is found on the pricing

worksheet found in Section __ of this RFP.

Page 7 of 44 City of Ballinger

Future Cost: Respondent must give Owner a list of future costs associated with the

proposed AMR/AMI Water Meter Project. These would consists of servicing,

software maintenance, annual maintenance fees for software and any additional

material not required at the commencement of project that Owner would eventually

need to make the AMR System function according to manufacturer specifications.

1.3 CREW ORGANIZATION

A. The Respondent shall employ a competent, in-house Project Manager to schedule the

work and assume overall project responsibility.

B. Resumes of experience for project superintendent and associated parties to this proposed

project. It is expected that assigned project manager has multiple years experience

working with water utilities.

C. Proposed project schedule and sequence of construction.

SECTION III

AMR METER SYSTEM/SPECIFICATIONS

Part 1 – GENERAL

1.1 SUMMARY OF THE WORK

This section shall include all materials, water meter equipment, software, labor, and

construction as necessary to furnish, install, and place in operation an AMR Metering

System.

Page 8 of 44 City of Ballinger

Subject meter, radio, reading equipment and software specifications are designed to

establish minimum guidelines for selecting an extremely critical metering system.

Areas of concern to be evaluated in the selection process include, but are not limited

to, ease of installation, operational features and benefits, readability, future system

maintenance expense and future system expandability. A design, which reflects

longevity of proper operation in all elements and high degree of sustained accuracy

within the entire range of the meter assembly, is to be considered mandatory.

Enhanced accuracy levels and performance are desired and will not be compromised.

PART 2 – MATERIALS (and Equipment)

Water Meter Specifications: 5/8” – 2” Sizes

COLD WATER METERS / DISPLACEMENT TYPE MAGNETIC DRIVE

SPECIFICATIONS GENERAL All cold water meters (displacement type - magnetic drive 5/8” - 2”) furnished shall be produced from an ISO 9001 manufacturing facility and conform to the “Standard Specifications for Cold Water Meters” C700 latest revision issued by AWWA or as otherwise stated. LEAD FREE LEGISLATION Federal changes are on the horizon governing the acceptable amount of lead in the drinking water system. Knowing that water meters have a life expectancy of approximately 20 years, the Utility wishes to ensure that meters purchased today will meet the Safe Drinking Water Act (SDWA) per NSF 372 that will become effective in January 2014 for the following reasons:

The Utility wishes to assure the safety of its drinking water.

The Utility wishes to safeguard its investment in metering infrastructure.

o As of January 4, 2014 meter inventory that does not meet the SDWA (NSF 372) lead free requirements will have to be returned to the manufacturer or scrapped at a cost that the Utility is not willing to incur.

o After January 4, 2014, any meters not in compliance with these requirements that are physically removed from service for testing or repair, cannot be re-installed and will have to be scrapped at a cost that the Utility is not willing to incur.

As a result, the Utility requires that all water meters submitted in this proposal be compliant with NSF/ANSI 61, Annex G and Annex F. Specifically:

Page 9 of 44 City of Ballinger

Meters shall be made of “lead free” alloy as defined by NSF/ANSI 61, Annex G and Annex F.

Manufacturer shall provide a copy of a letter from the NSF on NSF letterhead documenting compliance with NSF/ANSI 61, Annex G which allows a maximum weighted average lead content level of 0.25% of the wetted surface area.

Manufacturer shall provide a copy of a letter from the NSF on NSF letterhead documenting compliance with NSF/ANSI 61, Annex F which requires leaching of less than 5 μg/L in tests performed per the NSF/ANSI 61 test methodology for water with pH of 5 and pH of 10.

Manufacturer will provide documentation that its US-based foundry uses only lead free materials in the manufacture of its water meters. This documentation shall be signed by an authorized officer of the company.

TYPE Only magnetic-driven, positive displacement meters of the flat nutating disc type will be accepted because of enhanced low flow accuracy performance. SIZE, CAPACITY, LENGTH The size, capacity, and meter lengths shall be as specified in AWWA Standard C700 (latest revision). The maximum number of disc nutations is not to exceed those specified in AWWA C700 latest revision. The meter maincase and cover shall be cast from NSF/ANSI 61, Annex G and Annex F certified lead free alloy containing a minimum of 85% copper. The serial number should be stamped between the inlet or outlet port of the maincase and the register. Maincase markings shall be cast raised and shall indicate size, model, direction of flow, and NSF 61 certification. Plastic maincases are not acceptable. Maincases for 5/8”, 3/4”, and 1” meters shall be of the removable bottom cap type with the bottom cap secured by four (4) bolts on 5/8” and 3/4” sizes and six (6) bolts on the 1” size. Intermediate meter maincases shall also be made of the same lead free brass material in sizes 1-1/2” and 2” with a cover secured to the maincase with eight (8) bolts. Meters with a frost plug, a screw-on design or no bottom cap shall not be accepted in 5/8”- 1” sizes. The 5/8” meters shall have a synthetic polymer bottom cap. All lead free maincases shall be guaranteed free from manufacturing defects in workmanship and material for the life of the meter.

BOLTS All maincase bolts shall be of 300 series non-magnetic stainless steel to prevent corrosion. SOLID STATE REGISTER

Registration

The solid-state absolute encoder register shall provide at least a 9-digit visual registration at the meter.

The unit shall provide an 8-digit meter reading for transmission through the radio MIU.

The register shall employ a visual LCD leak indicator as well as provide remote leak indication through an ASCII format to the data collection device.

Page 10 of 44 City of Ballinger

Internal batteries shall not be allowed.

The register shall display flow rate information. Mechanical Construction

The pit set enclosure shall be a roll-sealed glass and copper can design to protect the internal components against moisture intrusion.

The register shall be attached to the meter case by a bayonet attachment. Fastening screws or nuts shall not be required.

A tamper-proof seal pin shall be used to secure the register to the main case.

The register shall be removable from the meter without disassembling the meter body and shall permit field installation and/or removal without taking the meter out of service.

Electrical Construction

The solid state absolute encoder register shall incorporate an Application Specific Integrated

Circuit (ASIC) and firmware designed to verify accurate measurement, information transmission,

and data integrity.

Meter Reading Information

The solid state absolute encoder register shall provide to the reading equipment an 8-digit meter reading.

The solid state absolute encoder register shall provide additional value-added information remotely, such as detailed leak detection data, days of leak state, days of no consumption, and reverse flow indication. This information shall be communicated through the encoder protocol and RF miu to the route management software to allow the seamless integration of data into a CIS package.

Registers shall be guaranteed for at least ten (10) years. All meters will be guaranteed for one year on material and workmanship. MEASURING CHAMBER The measuring chamber shall be of a two-piece snap-joint type with no fasteners allowed. The chamber shall be made of a non-hydrolyzing synthetic polymer. The control block shall be the same material as the measuring chamber and be located on the top of the chamber. The control block shall be located after the strainer. The measuring chamber outlet port shall be sealed to the maincase outlet port by means of an “O” ring gasket. The flat nutating disc shall be a single piece made from non-hydrolyzing synthetic polymer and shall contain a type 316 stainless steel spindle. The nutating disc shall be equipped with a synthetic polymer thrust roller located within the disc slot. The thrust roller head shall roll on the buttressed track provided by the diaphragm.

Page 11 of 44 City of Ballinger

The chamber shall be warranted for ten (10) years against freeze damage if the meter has been equipped with a frost proof cast iron or synthetic polymer bottom cap. STRAINERS All meters shall contain a removable polypropylene plastic strainer screen. The strainer shall be located near the maincase inlet port, before the measuring chamber. The strainer shall also function as the device that holds the measuring chamber in place within the maincase. Straps or other types of fasteners shall not be accepted. PERFORMANCE To ensure accuracy, each meter must be accompanied by a factory test tag certifying the accuracy at the flows required by AWWA C700.

All meters shall be warranted as follows:

Size Low Flow Low Flow New Meter Accuracy

Low Flow Repaired Meter Accuracy

5/8” 1/8 gpm @ 95% 5 Yrs or 500,000 gallons 15 Yrs or 1,500,000 gallons

3/4” 1/4 gpm @ 95% 5 Yrs or 750,000 gallons 15 Yrs 2,250,000 gallons

1” 3/8 gpm @ 95% 5 Yrs or 1,000,000 gallons 15 Yrs or 3,000,000 gallons

1-1/2” 3/4 gpm @ 95% 2 Yrs or 1,600,000 gallons 12 Yrs or 5,000,000 gallons

2” 1 gpm @ 95% 2 Yrs or 2,700,000 gallons 12 Yrs or 8,000,000 gallons

Normal meter operating range shall be as follows:

Size Accuracy Range ± 1.5%

5/8” 1/2 - 20 gpm

3/4” 3/4 - 30 gpm

1” 1 - 50 gpm

1-1/2” 2 - 100 gpm

2” 2-1/2 - 160 gpm

MANUFACTURER Meters and meter parts shall be manufactured, assembled, and tested within the United States. Manufacturers may be required to provide proof of where and of what percentage of the meter register, chamber, and maincase is manufactured in the United States. Manufacturers shall have a minimum of fifteen (15) years of field and production experience with all sizes and models quoted. Manufacturers shall provide only one model of meter which complies with these specifications. Suppliers must have been manufacturing meters for at least one hundred (100) years. Acceptable meters shall be Neptune T-10 or approved equal.

1. SCOPE OF WORK The utility issues this RFP to procure a System capable of meeting the current and future meter reading needs within our service area. The scope of work involves, but is not limited to, providing and installing

Page 12 of 44 City of Ballinger

the System which includes software, hardware, and all necessary training and installation support. The reading equipment shall be capable of receiving meter readings while utilizing a handheld reading device and/or a mobile reading unit (collectively as “AMR” or “mobile” ) and/or permanently mounted data collector units (collectively ”AMI” or “fixed network”). The System must have the capability to improve meter reading efficiency, increase meter reader safety, and provide data that facilitates resolution of customer bill complaints, water conservation initiatives, and distribution system management efforts. The vendor shall describe the upgrade requirements to incorporate radio frequency (RF) technology. During upgrade to RF meter reading, the System shall still be able to read probed water meters, direct read water meters via manual keyed entry, and meters equipped with RF meter interface units (MIUs) within the same meter reading route without detaching the receptacle or RF meter interface unit or switching modes within the meter reading equipment. The proposed System must be provided by the same company or an equity partner (specifics must be submitted with the proposal). All System components furnished (software, reading equipment, RF MIUs, meters with absolute encoders) shall be produced from an ISO 9001 certified manufacturing facility. 2. SYSTEM OVERVIEW The System shall be comprised of RF MIUs, data collection devices, and host software. The System shall be capable of operating simultaneously in a walk-by (handheld), mobile (drive-by), full fixed network (permanently mounted data collectors), or any combination of these data collection methods without the need for reprogramming RF MIUs. The transition from walk-by to mobile to fixed network shall be seamless and allow all meter reading methods to operate together simultaneously. MIUs shall transmit messages required for both mobile AND fixed network operation on an interleaved basis, allowing both mobile AND fixed network data collection capability at the same time. Systems with MIUs that must be configured or programmed to operate in either one “mode” or the other will not be allowed. The System shall provide 8-digit meter reading resolution capability for Neptune E-Coder® as well as encoders using Sensus UI-1203 protocol in mobile as well as fixed network data collection applications. Fixed Network Functionality When deployed as a fixed network, the System shall provide hourly consumption interval data, time synchronized at the host meter reading software. The host software shall provide individual account consumption interval data displayed in graphical as well as tabular format, readily accessible to utility Customer Service Representatives to facilitate customer bill complaint resolution without the need for a truck roll. When deployed as a fixed network, the System shall provide priority alarm notification of potential leak and/or reverse flow events with user configurable email or text messages for notification to utility personnel.

Page 13 of 44 City of Ballinger

When operating as a fixed network, the System shall provide the capability for a demand read initiated from the host software application. The number of demand read requests made over the lifetime of an MIU shall not impact the battery life or warranty. Mobile AMR Functionality When used as mobile AMR, the System shall provide 96 days of hourly consumption data storage at the MIU, retrievable from mobile data collection devices. Mobile data devices shall facilitate retrieval of consumption data for field presentment on a handheld, laptop, or Android powered mobile device, as well as storage for later use with the host software application. The System shall provide capability of mobile retrieval of individual off-cycle (specific date) reads as stored for 96 days in the MIU. Mobile data devices shall facilitate retrieval of off-cycle reads for field presentment on a handheld or Android-powered mobile device, as well as storage for later use with the host software application. 3. METER INTERFACE UNITS (MIUs) Meters connected to RF MIUs shall collect meter usage from an encoder meter register and shall transmit the meter reading and a unique ID number to the data collection device. The MIUs must be compact electronic devices connected to the water meters. They shall interrogate the encoder register and transmit the meter reading and other information to a remote reading device. They shall be compatible with Neptune and Sensus-protocol (UI-1203) absolute encoder registers. MIUs shall feature “auto detect” functionality to detect the type of encoder connected and shall not require reprogramming in the field. The same RF MIUs must be capable of being read by a walk-by handheld computer equipped with a RF receiver, a mobile system with an RF receiver mounted in a vehicle, and a fixed network data collection system. This shall allow an easy migration between the three meter reading systems without any change to the MIU devices or revisiting the site. The MIU shall log 96 days of hourly consumption data, available for retrieval via RF activation from the handheld data collection device. The MIUs shall be attached to new meters, or they shall retrofit existing meters in the field. The MIUs shall be manufactured in both wall and pit models. The wall MIU shall have the ability to be mounted in a basement or on the outside of a house. The pit MIU shall have the ability to be mounted in a pit or an underground vault and offer an optional through-the-pit-lid antenna. The wall and pit MIUs shall have a fully-potted, submersible design. MIUs shall also be available as integrated devices in which the encoder register and RF transmitter module are integrated into a single module. These shall be compatible with all Neptune meters. The unit shall interrogate the solid state odometer of the integrated absolute encoder register and transmit the meter reading and other information to a data collection reading device. The absolute solid state encoder register with integrated MIU shall be attached to new meters, or they shall retrofit existing meters in the field via a bayonet mount on top of the meter maincase. The absolute solid state encoder register with integrated MIU shall be manufactured in both inside and pit models. The inside MIU shall have a water resistant enclosure and a permanent internal antenna. The pit MIU enclosure shall be a roll-sealed copper can and glass lens, designed to ensure a watertight seal

Page 14 of 44 City of Ballinger

with a permanent internal antenna and offer an optional through-the-pit-lid antenna to optimize performance in hard-to-read or fixed network applications. 3.1 Physical/Mechanical Requirements 3.1.1 Wall Unit

The MIU housing shall be constructed of a polycarbonate plastic compound and be capable of mounting both indoors and outdoors on wall or pole or attached directly to the meter. The device must be water resistant and capable of exposure to spray and splash. The device must be able to withstand a 200-hour salt fog test as specified in NEMA 4 standard.

The device shall provide a location for a tamper-deterrent seal. Tampering with the device functions or connections shall not be possible without causing visible damage to the device exterior or to the seal.

The device shall be capable of operating at temperatures of -22°F to +149°F (-30°C to +65°C) with operating humidity of 0 to 100% condensing.

The circuit board and the battery will be protected by a potting material. The unit must retrofit to existing installations. The MIU device must be protected against static discharge without loss of data per IEC 801-2,

issue 2. 3.1.2 Pit Unit

For pit or vault applications, the MIU antenna shall be designed to be installed through the industry standard 1¾” hole in the pit lid with no degradation of transmission range. The MIU antenna unit will be capable of mounting to various thicknesses of pit lids from ½” to 2½”.

The device shall be capable of operating at temperatures of -22°F to +149°F (-30°C to +65°C) and operating humidity of 0 to 100% condensing.

The range will not be affected when the pit is flooded. The circuit board and the battery will be protected by a potting material. The antenna shall be made of a metallic and polymer material to withstand traffic and shall have

a dual seal connection to the MIU housing. The MIU device must be protected against static discharge without loss of data per IEC 801-2,

issue 2. 3.1.3 Integrated Unit – Inside Set

The integrated MIU housing shall be constructed of a polycarbonate plastic compound and be capable of mounting indoors..

The MIU shall be designed with an internal antenna. The device shall provide a location for a tamper-deterrent seal. Tampering with the device

functions or connections shall not be possible without causing visible damage to the device exterior or to the seal.

The device shall be capable of operating at temperatures of -22°F to +149°F (-30°C to +65°C) with a humidity factor of 0 to 95%.

The encoder circuit board will be coated for moisture protection. The radio circuit board and battery will be protected by encapsulation in a hard potting. The unit must retrofit to existing installations. The MIU device must be protected against static discharge without loss of data per IEC 801-2,

issue 2.

Page 15 of 44 City of Ballinger

3.1.4 Integrated Unit – Pit Set

The MIU shall be sealed in a roll-sealed copper can and glass lens to allow for submersion in a flooded pit environment.

For pit or vault applications, the MIU shall be designed with an internal antenna. The device shall provide a location for a tamper-deterrent seal. Tampering with the device

functions or connections shall not be possible without causing visible damage to the device exterior or to the seal.

The device shall be capable of operating at temperatures of -22°F to +149°F (-30°C to +65°C) and operating humidity factor of 0 to 100% condensing.

The radio circuit board and battery will be protected by a hard potting material. The device shall be designed for an optional remote antenna capable of being installed through

the industry standard 1¾” hole in the pit lid for maximum transmission range. The optional through-the-lid antenna will be capable of mounting to various thicknesses of pit

lids from ½” to 2½” and various distances from meters. The optional through-the-pit-lid antenna shall be rigid in design to withstand traffic and shall

have a dual-seal connection to the MIU housing. The MIU device must be protected against static discharge without loss of data per IEC 801-2,

issue 2. 3.2 Operation Specifications

The MIU shall operate within FCC Part 15.247 regulations for devices operating in the 902 MHz to 928 MHz unlicensed band. The output power of the devices will be governed by their conformance to these relevant FCC standards.

To minimize the potential for RF interference from other devices, the MIU shall transmit using the frequency hopping, spread spectrum technique comprised of alternating pseudo-random frequencies within the 902 MHz to 928 MHz unlicensed band.

For ease of implementation, the System shall not require any special licensing, including licenses from the FCC. The System must, therefore, operate in the 902 MHz to 928 MHz unlicensed band.

The System must be expandable at any time without getting authorization from the FCC. No wake-up tone shall be necessary. No MIU programming shall be necessary for installation. The MIU shall provide 8-digit reading resolution from Neptune E-Coder as well as other absolute

encoders using Sensus UI-1203 protocol in mobile as well as fixed network data collection applications, simultaneously, without need for programming.

The MIU shall read the encoded register at 15-minute intervals to provide accurate leak and reverse flow detection using 8-digit resolution reads.

The MIU shall transmit readings from the encoder that are not older than 15 minutes. The MIU shall transmit the meter reading continuously at a predetermined transmission

interval. The MIU shall transmit fixed network messages every 7½ minutes – standard. No programming

shall be necessary to activate transmission of fixed network messages. The fixed network message shall include multiple meter readings for redundancy to improve

read success rates.

Page 16 of 44 City of Ballinger

The MIU shall transmit mobile messages every 14 seconds – standard. No programming shall be necessary to activate or revert to transmission of mobile messages.

Power shall be supplied to the MIU by a lithium battery with capacitor. The vendor shall warrant that the MIUs shall be free of manufacture and design defects for a period of twenty (20) years – the first ten (10) years from the date of shipment from factory without prorating and the second ten (10) years with prorating, as long as the MIU is working under the environmental and meter reading conditions specified.

The number of radio-based meter reads performed must not affect the battery life. The battery life shall not be affected by outside erroneous wake-up tones (e.g., other water, gas,

or electric utilities reading and therefore sending out a wake-up tone). The battery shall be a fully potted component of the MIU with no external wires. For reliability and meter reading integrity, the vendor shall be the sole manufacturer of the

different components of the System (water meters, RF MIUs, meter reading equipment, and meter reading software) and provide a turnkey system offering to the utility.

In the event of a cut wire, the MIU shall not send the last good read as this can lead to mis-billing. The MIU shall transmit a trouble code in lieu of the meter reading.

Tamper – If wiring has been disconnected, a “non-reading” shall be provided indicating wire tamper; a reading that gives the last available reading is an incorrect reading.

Each device shall have unique preprogrammed identification numbers of ten (10) characters. ID numbers will be permanent and shall not be altered. Each device shall be labeled with the ID number in numeric and barcode form. The label shall also display FCC approval information, manufacturer’s designation, and date of manufacture.

The MIU shall transmit the encoder meter reading and a unique MIU ID number. The MIU shall interface to Neptune ARB® V, ProRead™ E-Coder or Sensus UI- 1203 communication protocol absolute encoder registers via a 3-conductor wire without need for special configuration to the MIU.

The MIU shall be mounted per the manufacturer’s installation instructions. The handheld reading equipment shall provide a test mode to verify proper operation of the

MIU by displaying the MIU ID number and meter reading. The MIU shall be capable of being received by either a handheld receiver, mobile receiver, or

fixed network receiver without special configuration, programming of operation modes, or remanufacture.

Page 17 of 44 City of Ballinger

4. DATA COLLECTION DEVICES The System shall provide a means of communication between the MIU installed at the meter site and the host software. In a walk-by system, it must be a handheld computer capable of reading meters using keyed-entry, inductive encoder probing, or RF communications with an attached receiver device without the need to switch modes within the handheld. In the case of a mobile application, the data collection device must be a portable personal computer integrated to an RF receiver that can be installed in any vehicle. For the fixed network application, the data collection device must be an environmentally sealed control box able to adapt to various installation settings and must have the capability to receive, store, and communicate meter readings to the host software for further use and analysis. 4.1 Walk-by Application For Walk-By applications, the System must give user the ability to collect metering data in several ways:

Keyed entry. Inductive probing. RF communication: The handheld must connect via Bluetooth to an RF receiving device.

The proposed walk-by data collection system must include:

Handheld data collector device Bluetooth paired RF receiving device Communication cradles for charging and loading the handheld unit. Probes for interrogating Neptune and Sensus absolute encoders (optional).

4.1.1 Handheld Data Collector Device 4.1.1.1 Basic Functions The handheld data collection device shall have the capability to collect and store meter readings at any time of the meter reading route by any of the following methods:

Manual use through an alphanumeric keypad. Probing of water meters equipped with supported absolute encoders. Via radio frequency through a Bluetooth-paired receiver.

The unit shall be able to obtain all types of readings on any particular route without requiring:

Reprogramming of the handheld computer. Physical change of software contained within the unit while in the field. Access through special software menus contained within a given route/program.

The handheld data collection device must be able to multitask by collecting data while in keyed entry (manual) meter reading mode. 4.1.1.2 Hardware Requirements 4.1.1.2.1 Processor and Operating System The System must support a variety of handheld data collection devices. These devices must run Windows Mobile 6.1 or 6.5. The handheld must operate with either a Marvell PXA320 Processor at 806 MHz or TI AM3715 Sitara ARM Cortex-A8 processor at 800 MHz. 4.1.1.2.2 Case

The unit must be able to withstand 26 drops at room temperature from four (4) feet onto plywood over concrete.

Page 18 of 44 City of Ballinger

The handheld must meet and exceed MIL-STD 810F standard, method 516.5, procedure IV for drop tests.

The handheld shall be ergonomically designed to be comfortable for handheld meter reading. 4.1.1.2.3 Display

The handheld screen must be full VGA, sunlight readable 16-bit color TFT with LED backlighting. The size of the display characters must be selectable, allowing the use of larger characters that are easier to read. The screen must support a resolution of 480 by 640 pixels or 640 by 480 pixels.

The manufacturer’s specification on the contrast ratio on the LCD display must automatically contrast adjust based on temperature, which will give clear readings in extreme temperature. There must also be a manual contrast adjustment feature which will allow the user to adjust the contrast to his or her satisfaction.

The display must have no degradation when exposed to storage temperatures of -40°C to +70°C (-40°F to +158°F) and operating temperatures of -30°C to + 60°C (-22°F to +140°F).

4.1.1.2.4 Keyboard

The handheld must support one of the two keyboard options: o The keyboard must have independent numerical keys with adequate separation for use

with a gloved hand. Must have a full on screen, customizable alphanumeric keyboard. o Full QWERTY keypad with adequate separation with a gloved hand with number pad as

well as directional buttons with four programmable buttons. There must be an auto-repeat function on keys and a rapid response between keying and seeing

results on the screen. 4.1.1.2.5 Battery

The battery capacity must be sufficient for a minimum of ten (10) hours of meter reading. The handheld must utilize a rechargeable lithium ion battery that with a capacity of 2500mAh or

5200mAh. The handheld must come with a power management system designed to conserve power. The handheld must come with an integrated intelligent, fast-charge capability that allows for full

charge in four (4) hours. 4.1.1.2.6 Memory

The handheld data collection device must include a minimum of 128 MB of DDR SDRAM. The handheld must have 512MB to 2GB of on-board non-volatile flash storage. The handheld must come with a Secure Digital (SD/SDHC) card slot for additional storage

expansion. 4.1.1.2.7 Carrying Method

A hand strap must be provided with each unit and must provide ease of use for right- or left-handed operators.

4.1.1.2.8 Size The handheld data collection device dimensions must not be larger than:

Length: 10.5” (17.6 cm) Width: 5.2” (10 cm) Height: 1.9” (5.0 cm)

Page 19 of 44 City of Ballinger

4.1.1.2.9 Weight The unit’s weight must be no more than 2.3lbs with battery installed. 4.1.1.3 Environmental Characteristics The handheld must include but not be limited to the following:

The unit must operate in a temperature range of -30°C to +60°C (-22° F to +140° F). The device shall be water-resistant, capable of unlimited exposure to spray or splash (such as

rain or snow). The handheld unit must be capable of being immersed in 3.3ft (1 meter) of water for 30

minutes. The device must be protected against an 8kV static discharge without loss of data.

The unit must be resistant to various chemical products and must be sealed to keep out dust, humidity, and water.

The device must be shock-resistant exceeding IEC 68-2-32 method 1 (a one meter drop on concrete).

The unit must be CE and FCC certified. 4.1.1.4 Handheld Software Requirements 4.1.1.4.1 Basic Functions The handheld software must be easy to use and give the meter reader control over the route in searching for accounts, tagging accounts for later action, entering related notes, and manually reading meters. The handheld software must include entry of meter readings. In addition, the handheld software shall include but shall not be limited to the following basic features:

User customizable key assignments. Allow manual or automatic entry of meter readings, ID numbers, and note codes. Perform high/low test on readings. Date and time stamped to each reading. Identify type of reading – manual keyed, probed, or RF MIU. Must be able to read Neptune ARB I –VI, E-Coder, and Sensus ECR II and ECR III.*

(*Denotes support for the ECR III encoder when programmed as an ECR II with 6 wheels) encoders via either wireless probed reading or via RF MIU.)

Perform unread meter search. Found meter processing for new accounts. Allow forward and reverse walk order. Data search capability (display, notes, and ID). Auto-search for automatic reading of encoded meters. Display the number of read and unread accounts on demand. Enable left-to-right, right-to-left, or calculator entry of manual meter readings. Capture multiple meter readings from a single ProRead; i.e., two networked ProRead or E-Coder

encoders.

Page 20 of 44 City of Ballinger

Collect the information from the host to generate reports on leak detection, tamper detection, and backflow conditions when used with Neptune R900® MIU and E-Coder register.

4.1.1.4.2 Sounds Successful meter readings must be confirmed by an audible tone. 4.1.2 Communications / Charging Equipment 4.1.2.1 Communication Communications between the handheld and the PC software must be established using a cradle connected via Ethernet or USB. In addition, the following basic features must be included:

Extensive error checking is provided to ensure data integrity during communications between the handheld and the PC.

A typical route of 400-500 accounts can be loaded or unloaded in less than one minute with the ability to load more than 5,000 records into a single handheld unit.

Routes/books can be split at the PC level. Once loaded, routes may be individually selected on the handheld.

4.1.2.2 Communications / Charging Cradles

The communications/charging cradle will be housed in a suitable material that can be wall or tabletop mounted.

It will have the capability of recharging the handheld unit within four hours and also provide the communication port connection to the computer.

The cradle will be capable of communicating with the host computer at 10 Mbps. The cradle must be capable of both USB and Ethernet communications with a PC. The charging units must carry the Underwriters Laboratory (UL) seal of approval.

4.1.3 Probes The handheld must be compatible with a wireless probe capable of reading Neptune ARB V, Neptune ProRead, and Sensus ECR II and ECR III.* (*Denotes support for the ECR III encoder when programmed as an ECR II with six (6) wheels) encoder water meters.) 4.1.4 Radio Frequency Capability The meter reading system must be capable of being upgraded to radio frequency communications. Utility plans to read water meters equipped with radio frequency MIUs. Only absolute encoder registers using Neptune ProRead, E-Coder, or Sensus UI-1203 communication protocols shall be acceptable. For the radio frequency based meter reading system, the encoder registers will be connected to an RF MIU that shall provide the radio link from the meter to the handheld interface unit. MIUs shall feature “auto detect” functionality and shall not require reprogramming in the field. The handheld radio frequency receiver must be separate from the handheld unit itself. 4.1.4.1 Radio Frequency Reading Function The function of the handheld and external receiver in radio frequency mode is to provide utility the capability of reading meters via radio signals transmitted by the RF MIUs. The external receiver must be capable of receiving RF readings and transferring those readings to the handheld via Bluetooth

Page 21 of 44 City of Ballinger

connection. All transmissions from supported MIUs will be collected. The reading of any MIU shall be automatically stored in the proper account record without the intervention of the meter reader. Should any MIU not be able to be read during the route, the software shall support storage of a flag in the account record, indicating clearly that the MIU could not be read. When reading the meters in the RF mode, it should not require the meter reader to activate any wake-up tone. The handheld with the external receiver reading equipment must provide a test mode to verify operation of the MIU. This test mode must be accessible from within the meter reading application as well as accessible from a handheld’s main screen (no login required). The test application must be capable of reporting statistics for an individual MIU or displaying all MIUs within range. 4.1.4.2 Walk-by RF Transceiver

The walk-by RF transceiver must be a separate belt clip, wearable, transmit/receive device which communicates via Bluetooth to the handheld. It must be compatible with Neptune R900 technology to allow radio frequency communications with water meters that have an RF MIU connected externally.

The walk-by RF transceiver must support the ability to remotely command the MIU to transmit data log interval data.

The walk-by RF transceiver antenna shall be internally mounted. The walk-by RF transceiver must meet FCC Class B certification. The walk-by RF transceiver must contain an SD card. The walk-by RF transceiver must utilize SDR (software-defined radio) technology. The walk-by RF transceiver must contain a mini-USB port for both battery charging and PC

communications. The walk-by RF transceiver must contain a field replaceable battery. The walk-by RF transceiver must have four (4) LEDs displaying the following:

o Battery/Power status o RF status o Bluetooth status o Mode status

The external RF transceiver must be capable of unattended operations where the receiver is not paired with any handheld device but hears and stores any received Neptune R900 reading packets to the SD card. This data must be able to be imported into the host software for use as billing reads.

The following specifications must be met: 4.1.5 Radio Characteristics

Receiving Frequency: 910-920 MHz unlicensed RF. The walk-by RF transceiver must have 50 channels. The walk-by RF transceiver must support reading eight (8) channels simultaneously. The walk-by RF transceiver must be capable of processing 360 RF packets per second.

4.1.5.1 Size and Weight Physical specifications of the external RF receiver must be within the following parameters: Length: 5.75” (14.6 cm) Width: 1.66” (4.22 cm) Height: 3.58” (9.1 cm)

Page 22 of 44 City of Ballinger

Weight: (with battery): 1.3 lbs. (without battery): 1.1 lbs. 4.1.5.2 Probe Compatibility Compatible with Neptune Advantage II Probe or Neptune Pocket ProReader RF. 4.1.5.3 Environmental Operating Conditions

Operating conditions: -4°F to +122°F (-20°C to +50°C) Storage temperature: -40°F to +185°F (-30°C to +70°C) Designed to and tested to MIL-STD-810F specifications Designed to withstand electrostatic discharges per EN61000-4-2

4.1.5.4 RF Walk-by Receiver Battery Life The data collection device battery must provide enough power to support RF meter reading for a minimum of eight (8) hours. 4.2 Mobile Data Collection System The mobile data collection device must be a portable, compact electronic system mountable in any vehicle. It must collect the data transmitted by the MIUs and store it onto a USB flash drive to be downloaded to the host computer at the utility office. The mobile data collection device shall be easily transportable from vehicle to vehicle or from vehicle to office. 4.2.1 Hardware Specifications The key components of the mobile data collection device must consist of a portable personal computer (PPC), an integrated radio receiver unit, and remote rooftop magnet mount antenna. The mobile data collection device must be easily installed in any vehicle that will drive to the field for meter reading. It must be mounted securely in the passenger seat with a standard seat belt. Through a 12V DC plug-in power cord, the unit must be powered from the vehicle’s power supply (cigarette lighter). The mobile data collection device must include a magnetic base antenna and the antenna cord as well as all necessary power and communication cables. The mobile data collection device shall draw no more than one (1) AMP of power. The mobile data collection device dimensions must be no larger than the following parameters: 11.0” x 8.0” x 3.15”. The weight shall not be more than five (5) lbs. The mobile data collection device shall support the connection to any laptop that meets the following minimum system requirements:

Operating System: Windows 7 (Professional 32 and Home Premium 64), Windows 8 Professional (32 and 64 bit), Windows 8.1 Professional (64 bit)

Processor: Intel Pentium processor 1.7 GHz Memory: 1 GB Communication: Internal 802.11 b/g wireless LAN USB 2.0

Page 23 of 44 City of Ballinger

The mobile data collection unit should also be capable of supporting Itron R300 and Itron electric bubble-up ERTs in the event the utility supports electric meters. 4.2.2 Environmental Conditions The mobile data collection device must work in the following environmental conditions:

Operating Temperature: 32° to +122°F (0° to +50°C) Storage Temperature: -40°F to +185°F (-40°C to +85°C) Operating Humidity: 5 to 95% non-condensing relative humidity

4.2.3 Mobile Data Collection Software Requirements 4.2.3.1 Basic Functions The software must be a dialog-based, intuitive, easy-to-use meter reading application. After the meter reader starts the reading process, the software must be fully automated to collect the meter reading data received from the radio receiver unit and store it in an export file which can be used by the host software to update the mainframe route data. The System must support import/export via a USB flash drive. The software shall be touchscreen friendly and operate on Windows 8 or 8.1 pro tablet devices. The software must have an option to wirelessly synchronize meter reading routes and reading data with the host software in real-time or on-demand. Unit must be capable of optimizing the memory storage space by filtering out duplicate readings from the same MIU and keeping only the last reading received. Each reading record must contain an MIU ID and a time stamp of the reading. The software must have the option to provide found meter processing for new accounts. The software must be capable of performing high/low test on readings. The software must provide a progress bar that provides route reading status for individual as well as all routes combined. The software must support retrieval and graphing of 96 days of data logging intervals from the MIU. The software must contain a test mode used to validate MIU installation. The test mode must provide MIU ID reading, as well as flag status. The software must have an option to geocode meter reading routes by address The software must allow a manual reading to be entered into the account record. The software must allow freeform notes to be entered to record conditions in the field that require noting and may require an additional work order created to address at a later date.

Page 24 of 44 City of Ballinger

The software must have a GIS mapping option powered by ESRI ArcGIS. The software must have advanced filtering to allow the user to view route mapping data by conditions such as flag type/status, audit status, and read status. The software must be capable of displaying meter points and read success and unread accounts via GIS mapping interface. The software must be capable of collecting the following information for the host to generate reports; leak detection, tamper detection, and backflow conditions (when used with Neptune’s E-Coder register and Neptune’s E-Coder®)R900i™ MIU). The software must allow for GPS location tracking of the meter reading vehicle. The software must allow for GPS breadcrumb tracking of the meter reading vehicle during the route reading process. 4.2.4 Mobile Data Collection Device Performance Requirements The magnet mount antenna must be omni-directional and support a gain of 5 dB minimum. The receiver utilized must operate with a minimum sensitivity of greater than 110 dBm. The receiver module must process at minimum 72 discreet channels across a 10 MHz bandwidth utilizing a digital signal processor capable of capturing eight meter readings simultaneously from these channels. The receiver module must operate with a dynamic range of greater than or equal to 100 dB with a message success rate greater than 50%. The mobile data collection device must be able to maintain a minimum sustained processing rate of 70 unique meter reading accounts per second. The mobile data collection device must reject a minimum 45 dB of noise energy above the target message in adjacent channels. The mobile data collection device must operate effectively at posted speed limits. 4.3. FIXED NETWORK FUNCTIONALITY 4.3.1 Basic Requirements The fixed network functionality must be able to operate in parallel with other meter reading technologies such as walk-by, handheld, and mobile systems and utilize a common interface to the CIS/billing software system. The fixed network functionality must also support the migration of technologies (example: handheld to mobile, mobile to fixed network). The fixed network functionality is comprised of two major components; data collection software and fixed network data collection units. The fixed network functionality must be capable of automatically retrieving consumption information from the same MIUs being read by walk-by and mobile data collection devices to manage customer account and meter reading information, to provide usage analysis information, and to provide a flexible host interface to utility’s CIS system. The fixed network functionality must be capable of retrieving consumption information from MIUs via

Page 25 of 44 City of Ballinger

walk-by, mobile drive-by, and fixed network data collection without the need for mode changes or reprogramming. The host software must be capable of storing meter readings with the capability to store up to 96 readings per day per meter. The host software must also provide meter reading management reports, usage analysis reports (flow profiling, leak detection, tamper detection, and reverse flow conditions), off-cycle reads, and system management diagnostics. Must provide comprehensive coverage for all selected strategic commercial and industrial customers, including indoor, outside, and in pits/vaults, utilizing a single or hybrid technology solution. The network architecture should provide scalability and adequate bandwidth to provide hourly reading requirements. The WAN architecture must be flexible to allow communications via common public communication networks such as CDMA and GSM cellular systems. The fixed network functionality must utilize an unlicensed radio frequency band for LAN communications. Network management tools must be available to properly monitor the performance of the system to ensure reliable data delivery to utility for all billing and/or other customer service applications. Both the fixed network WAN and host software shall remain the property of utility. All costs associated with the ongoing operation of the system will be the responsibility of utility. Utility shall be responsible for the operation and maintenance of the fixed network functionality. 4.3.2 Hardware Requirements Must demonstrate ability to read Neptune ARB, ProRead, E-Coder, Sensus ECR II and ICE (ECR III)* water meters for commercial and industrial accounts. (*Denotes support for the ECR III encoder when programmed as an ECR II with six (6) wheels) encoder water meters.) Fixed network data collection must support flexible installation configurations for rooftop, pole, and wall installations. The fixed network data collection units must utilize a 50-channel, software-defined radio (SDR) capable of processing up to 360 readings per second and eight (8) readings simultaneously. The fixed network data collector must support a web service connection to the host software. The fixed network data collection units must provide USB flash drive data retrieval in the event of a backhaul outage. All data stored to the USB flash drive must be encrypted via AES128. The fixed network collector shall utilize an SD card for flash memory storage. The fixed network shall encrypt all stored reading files via AES128. The fixed network data collection units with AC power must have an uninterruptible power supply (UPS) capable of powering the data collector for eight (8) hours in the event of a power outage.

Page 26 of 44 City of Ballinger

The fixed network data collection units must support the following backhaul options:

EVDO Rev A (CDMA) 1xEVDO Rev 0 (CDMA) 1xRTT (CDMA) UMTS/HSPA (GSM) EDGE/GPRS (GSM) Ethernet

The data collection units shall consist of the following:

NEMA 4X enclosure 100-140V power supply with UPS or solar cell with battery backup LAN: Receiver shall support unlicensed communication protocol from MIUs and comply with FCC

part 15.247 WAN: Multi-carrier cellular modem or Ethernet

Must be able to provide a minimum daily meter reading resolution. Must be able to store a minimum of seven (7) days of data in the fixed network data collector. The data collection unit must meet the following environmental operating requirements:

Temperature range: -20° F to +140° F (-30° C to +60° C) Humidity: 0 to 95% non-condensing inside enclosure

5. ANDROID APPLICATION REQUIREMENTS 5.1 Basic Requirements The System shall have a mobile app compatible with Android mobile phones and tablets that enables retrieval of data logging and off-cycle read data as well as test functionality to validate MIU installations. The app shall be compatible with Android version 2.3.3 and above. The app shall support graphing of retrieved data log intervals with views supporting a week at a time, month at a time, and a day at a time (hourly intervals). The app shall support sharing data log reports and graphs with the homeowner or end consumer via e-mail from the Android phone or tablet. The app shall provide a test function to validate MIU reception and also to obtain readings and flag status notifications. The app shall provide a security key to prevent personnel not associated with the water utility from installing the application. 6. METER READING SOFTWARE (HOST SOFTWARE) FOR MOBILE AND WALK-BY METER READING The host software must be meter reading software that will transfer files between the utility billing/CIS system and the data collection devices. The utility will provide the transfer file to the vendor’s file format provided it is a standard ASCII format. The host software must be configurable for either a standalone installation or operate in a Windows Client/ Server environment.

Page 27 of 44 City of Ballinger

6.1 Basic Functions The software must provide easy management of the meter reading data. After the readings are collected, they must be unloaded to the PC for review and reporting and exported to a file to be sent to the utility billing/CIS system. New meter reading routes must then be imported into the database from utility billing / CIS system and prepared for loading into the handheld. The meter reading software shall manage the routes that are loaded into the data collection device and be able to split them into multiple routes if necessary. The meter reading software must include the following:

The host software must support the display of data logger information retrieved from the handheld or mobile drive by device.

The host software must support viewing 96 days of hourly consumption in a graphical and tabular format.

The host software must support read request and read assignment request for off-cycle reads. Must be able to load/unload from the handheld’s USB or by Ethernet communications. Allow PC operator to review and edit any account in the meter reading database. Generate route and activity reports defined by the user. Provide integrated database backup/restore functions. Allow user to merge several separate files into one database. Enable the user to set up and save custom report formats. Enable the user to specify the data to be exported from the database for transferring to the

billing system. Allow for database records to be automatically deleted during the export process. Enable the user to search the database for records matching specified information. Allow the user to define up to 100 notes.

6.1.1 Typical Read Cycle In a typical read cycle, the host software must allow the following operations:

Merge routes into the existing database for loading onto a data collection device. Select routes to be read, split routes, and assign routes to a data collection device. Generate the route file and load it onto the data collection device or flash drive. Unload routes from the data collection device. Post readings from the data collection device onto appropriate accounts within the database. Make a backup copy of the routes within the database (including current system configuration

files). Print preselected reports. Export routes out of the database to be sent back to the utility billing system.

6.1.2 Reports Standard reports must include:

1. All Leak – Summarizes data relating to high resolution solid state absolute encoder-equipped meters that show a continuous or intermittent leak. 2. Coded Notes – Summarizes data relating to any predefined notes associated with a meter. The coded notes represent any issues found at a specific meter that a meter reader is required to report during the route reading and work order process. The note codes are customizable to

Page 28 of 44 City of Ballinger

meet the needs of the utility. 3. Continuous Leak – Prioritizes the number of days a continuous leak was detected within the last 35 days reported by high resolution solid state absolute encoder-equipped meters. 4. High Resolution Solid State Absolute Encoder – Summarizes data relating to the high resolution solid state absolute encoder-equipped meters within the last 35 days. Displayed within the report are consecutive days of no consumption, reverse flow detected at the meter, number of days a leak was detected, and the current status of the leak. 5. Found Meters – Displays meters located by field technicians but not displaying within the route. 6. Free Form Notes – Displays personalized notes entered by the meter reader for a specific meter. 7. Hi/Lo Fail – Summarizes all meters that exceeded the preset limits allowed for the reading on a specificmeter. The preset limits are defined within the CIS. 8. Invalid Readings or IDs – Lists readings that were taken but are incorrect or invalid. A non-numeric character or characters within the meter reading represents an invalid reading. 9. Major Reverse Flow Event – Lists the meter information relating to high resolution solid state absolute encoder-equipped meters that show a major reverse flow event occurring. 10. Meter ID Compare – Displays account information in which a meter reader forced a specific ID and reading to an account because it did not match information sent over from the CIS file. 11. Meters with No Readings – Summarizes data relating to meters in which readings or skip codes were not obtained. 12. Meters with Readings – Summarizes data relating to all meters for which readings were obtained. 13. Meters with Readings or Notes – Summarizes meters that have readings but also have a code present on a specific meter. 14. Non-Billable Reads – Lists the readings that were taken but are incorrect or invalid. A non-numeric character or characters within the meter reading represents an invalid read. 15. Walk Order and Productivity – Lists readings statistics for a particular reader. This report shows the route, date, and time the route was read, total number of readings collected, starting and ending times for each route, as well as the minimum, maximum, and average elapsed time. 16. Zero Consumption – Prioritizes by severity the number of consecutive days of no consumption detected by an MIU and register within the last 35 days. 17. Skip Codes – Summarizes data relating to meters for which readings were attempted but unable to be obtained. The skip codes that are available on the handheld are defined by the host system operator.

18. Trouble Codes – Summarizes data relating to any issues reported at the meter with a reading still received at the meter. The trouble codes available on the handheld are defined by the host

system operator. 19. Productivity Report – Displays the information for the reader, along with the time elapsed between readings.

20. Route Assignments – Allows users to view which routes are currently assigned. This report also contains information on the scheduled date and sequence of the route. 21. Route Detail – Displays specific route information for all available routes. This report is an overview of all routes which shows detailed information on how the route was read, all readings received within the

route, the date and time meters were read, and any codes received on specific meters. 22. Data Logger – Displays daily or hourly consumption in a bar or line format reported by a data logger attached to an MIU.

Page 29 of 44 City of Ballinger

23. Handheld List – Lists the handheld IDs set up within the software. 24. General Log – Tool used primarily by support personnel to troubleshoot customer concerns and issues regarding the software.

25. Import Log – Displays all of the import activity generated within the database. 26. Review Reading Log – Displays all changes made within the Review Readings module of the software. 27. System Errors Log – Displays the date and time of any errors reported during any processes within the database. This report is considered a troubleshooting tool.

The host software must also provide a powerful custom report generator, allowing the user to select and order specific fields from the database to be printed; in addition, it should allow the entire database to be sorted by criteria such as date, reader ID, or other specified fields. 6.1.3 Special Reports Special reports must provide meter reader productivity information. The reporting module must also be a detailed productivity report that will list total number of readings for a specific meter reader and book as well as the time elapsed between each read entered. Also available must be a summary of start time, stop time, elapsed time, mean, maximum, and minimum read times. 6.1.4 Security

The host software shall provide a method for multiple levels of user login access into the software application.

The host software shall support active directory login processes. The host software shall provide a method of database encryption.

6.1.5 Additional Host Features and Functionality

The host software shall provide a method to provide a last recent read. The host software shall support migration to fixed network without the need to implement a

separate software package. The host software shall provide a method to view collector status in the event of power failure

or other catastrophic event. The host software shall provide a method to work in unattended operations. The host software shall provide a method to auto-update or notify the users of an update when

available for installation. 6.1.6 System Requirements

The host software shall be installed in a client/server or client only environment. The following server and PC requirements shall be available at the utility for access to the host application.

Server Requirements

Operating System – Windows Server 2008® System, Windows Server 2012 Standard Processor – Intel Premium 4 3.0-GHz or compatible processor, or faster depending on the

system configuration Memory – 2GB RAM (4GB RAM or higher recommended) network adapter for networking –

network adapter appropriate for the type of local-area, wide-area, wireless, or home network to which it will be connected, and access to an appropriate network infrastructure; access to third-party networks may require additional charges

Monitor – video graphics adapter capable of 256 colors and 1024 x 768 pixels

Page 30 of 44 City of Ballinger

Keyboard/mouse – keyboard and a Microsoft mouse or other compatible pointing device Hard disk drive 10GB available hard disk space USB port – one required for USB flash drive1 CD-ROM drive – 24X minimum CD-ROM RAID2

Single PC Requirements

Operating Windows – Windows 7 Professional, Windows 8 Professional (64 and 32 bit)

Processor – Intel Pentium 4 3.0-GHz processor or faster Memory minimum – 2-GB RAM. Higher recommended depending on system configuration Monitor - video adapter and monitor with super VGA (1024 X 768) or higher resolution Hard disk drive – minimum 5 GB of available space on the hard disk CD-ROM drive – 24X minimum CD-ROM Network card – used to connect to the Trimble Nomad, CE5320X, CE5320B, and CE8640X

devices Keyboard/mouse – keyboard and Microsoft mouse or other compatible pointing device

USB port – One required for USB flash drive1

1

USB flash drive must be installed if MRX920™

6.2 Meter Reading (Host Software) for Fixed Network Solutions The host software shall be designed to support key departments within the utility organization (Customer Service, Billing, Operations) by providing data in user-friendly functional specific screens as well as reports to help utility personnel manage their day-to-day operations. The host software shall provide users with an intuitive dashboard with key performance indicators (“KPIs”) for easy system monitoring and control, monthly, daily, and hourly customer usage graphs, enhanced reporting, priority alarms, and mapping functionality. 6.2.1 Basic Features and Functions The host software is a thin-client application where the database resides on a server at the utility location or can be hosted through Neptune Technology Group. The host software shall have the basic capability of supplying the following features to the end user:

Employ thin-client (browser-based) architecture wherein the database is centralized and the host application requires no local install, but is instead accessible through typical internet browser programs.

The host software shall interface with the utility’s CIS for off-cycle meter reading. The host software shall interface with third-party applications such as work order systems

via a standard interface such as web services. The host software shall provide reading performance reports and advanced usage analysis

capabilities such as District Meter Analysis. The host software shall provide KPIs to allow for proactive monitoring of system health and

performance. The host software shall provide automated alert configuration capability to send

information directly to key utility personnel (via email or SMS) based on pre-defined triggers and thresholds.

Page 31 of 44 City of Ballinger

The host software must be able to export data to Microsoft Excel and Word applications. The host software must be designed to hold two years of history for direct access, with an

option for secondary direct access storage and reporting of older consumption history. The host software shall provide an export of key data for third-party meter data

management or customer web presentment. The host software shall provide specialized customer service screens for support of utility

customers by customer service representatives. The host software shall include a GIS mapping module for visual analysis of AMI data

throughout a utility’s service area. The host software shall have the basic capability of providing monthly, daily, and hourly

consumption and event information in a tabular and graphical format to assist with customer billing disputes and improved customer service.

6.2.2 System Requirements

The host software must provide all the control needed in the network and provide for the essential functions of network management, meter communications, reporting, database configuration, and alarms monitoring. It shall comply with prevailing industry standards and should run on a Windows compatible PC.

The following server specifications are required for on-site deployment of the host software. The minimum hardware requirements for the host software PC specifications include:

Windows 7 Professional 64/32 bit, Windows 8 Professional 64/32bit Intel Core 2 Duo 2-gigahertz (GHz) processor or faster At least 2 gigabytes (GB) of RAM (4GB is recommended) At least 1.5 gigabytes (GB) of available space on the hard disk Keyboard and a Microsoft mouse or some other compatible pointing device Minimum one USB port Video adapter and monitor with Super VGA (1024 X 768) (Higher resolution is

recommended)

# of Services 0-10,000 10,000 - 50,000 50,000 - 100,000

Operating System Server 2008 R2, Server

2012 Server 2008 R2, Server

2012 Server 2008 R2, Server 2012

Processor 2x Xeon E5-26xx or higher

2x Xeon E5-26xx or higher

4x Xeon E5-26xx or higher (over 400K, see Neptune)

Ram 32 GB 64 GB 128 GB Hard Drive Size (Total) 3 TB 6 TB 6 TB per 100K points

OS (Partitioned) 100 GB 100 GB 100 GB

Hard Drive Type

Raid 5 (Raid 10 preferred) 10K RPM drives or SSD

Raid 5 (Raid 10 preferred) 10K RPM drives or SSD

Raid 5 (Raid 10 preferred) 10K RPM drives or SSD

Network Adapter Yes - Gigabit Yes - Gigabit Yes - dual+ Gigabit

Power Supply Redundant Redundant Redundant

DVD Rom drive Yes Yes Yes

Page 32 of 44 City of Ballinger

Network adapter appropriate for the type of local-area, wide-area, wireless or home network to which you wish to connect, and access to an appropriate network infrastructure; access to third-party networks may require additional charges

Broadband Internet connection (1.5Mbps minimum) Browsers supported include IE 9 and Firefox with Adobe Flash

6.2.3 Reporting The host software application shall incorporate SAP’s Business Objects Platform to provide viewing of reports as well as report customization, scheduling, filtering, and modification. The host software must provide normal reporting and exception reporting capabilities that must address basic operational requirements:

The host software must have the ability to identify three types of reading information to include; numeric reads (successful reads that can be used for billing), non-numeric reads (reads that cannot be used for billing but may indicate a problem with the meter register or MIU or tamper condition), and no readings (no transmitted reading was received).

The host software must allow the user to review total number and percentage of successful reads, unsuccessful reads, and no reads.

Network Level Reports – must identify by day or date range a summary of the total number and percentage of successful reads, unsuccessful reads, and no readings.

Standard reporting to include the following information: Premise Level Reports

Account List – lists all premises that have account records within the database. Account Reads – lists all readings received for a selected MIU. Billing List – lists the latest readings for MIUs in the System that will be sent if a billing file is

created. (has a premise record) Last Read – lists the last read received for all MIUs within the System. (premise and not premise

reads) Soft Disconnect – lists all MIUs that have been flagged within the System for soft disconnect. Soft Disconnect w/Usage – list all MIUs that have been flagged for soft disconnect in which

usage has been reported.

Endpoint Level Reports

All Readings – lists all MIUs that have received readings within the System for a selected date range.

Found Meters – lists all MIUs that have not been associated with a premise within the System. Hourly Reads – lists the hourly readings for a selected MIU for a specified reading date. Missed Reads – lists all MIUs that have not received a reading for a specified read date. MIU Reads – lists all readings for selected MIU within a specified timeframe. Non Billable – lists all MIUs with non-numeric characters within the reading. Not Active – lists all accounts within the System that are flagged as inactive.

Event Level Reports

Leak – lists all leak events that have occurred within the System (continuous and intermittent). No Flow – lists all MIUs that have reported zero consumption within a selected time frame. Leak Spy – distribution leak report.

Page 33 of 44 City of Ballinger

Reverse Flow – lists all reverse flow events that have occurred within the System (major and minor).

Tamper – lists all accounts for which specific tamper events have been configured within a specified time frame (reverse flow, no flow, disconnect with flow, and cut wire).

System Level Reports

District Metering Daily – daily consumption comparison of billed versus pumped water. District Metering Hourly – hourly consumption comparison of billed versus pumped water Consumption – total consumption for accounts within a specified group. Troubleshooting – lists all MIUs that have never received a reading, non-billable, and past due.

System Status Reports

Audit – lists user modification to the System where data updates have been made for a selected MIU for a specific date range.

Priority Alert Log – lists all accounts that have reported a priority alarm alert within a specified date range.

Status Log – displays the overall status (in percentage) of all MIUs with the System. 6.2.4 Security

The System shall contain multi-level security login access for utility users. The System shall require each user to have a user ID and password in order to access the

application. The System shall provide a method for a user to retrieve his/her password in the event the

password is not available. 7. DATA REPOSITORY AND CUSTOMER WEB PORTAL The fixed network software suite includes a data repository and consumer web portal option, which is a cloud-based data management and analytics package that provides long-term data storage, web presentment for utilities and consumers, and advanced consumption analysis and reporting. The application shall have the basic capability of supplying the following features to the end user: 7.1 Utility Customer Web Presentment

The System must provide at a minimum hourly time-synchronized data to both utility users and utility customers.

The System shall provide a method for utility’s customers to view their own consumption information through a customer web portal.

The System must provide the ability for utility’s customers to view and manage multiple meters and/or multiple accounts.

The System shall provide a method to ensure complete integration into utility’s existing website to establish a consistent look and feel (header, footer, color, etc).

The System must provide a method for utility’s customers to set water budgets and a method to alert them in the event they exceed their budget.

The System must be able to provide 15-minute interval leak and reverse flow monitoring and alerts via email to utility’s customers. These alerts can be generated by the endpoints themselves, or, if an endpoint option is not available, by the data repository system.

The utility’s customers shall be able to configure their System to receive alerts and configure the timeframe at which alerts are sent.

Page 34 of 44 City of Ballinger

The System shall provide a method of displaying and utilizing temperature and precipitation data synchronized with the consumption data in the system for data analysis purposes. This information shall also be made available to utility’s customers.

The System shall be able to display synthesized data to the customer. The System shall enable users to display consumption information in both graphical and tabular

formats. The System shall provide a method to allow utility’s customers to compare their consumption

against utility-created, predefined groups. The System shall allow utility’s customers to set multi-level communications for leak, reverse

flow, and consumption alerts. The System shall provide a method to export data in Adobe PDF and MS Excel formats. The application shall provide daily water budget analysis. The vendor must be able to promptly demonstrate all required and offered features of the

utility customer web presentment via live onsite or remote use of the actual system if requested.

7.2 Utility Data Repository

The System must be able to store up to ten (10) years of AMI data for immediate real-time access and must provide this data within the data repository, reporting, and customer web presentment environments.

The System shall be able to display data graphically and in tabular form to both utility’s users and customers.

The System must be able to export data in Adobe PDF and MS Excel formats. The data repository and web presentment application should not impact the performance of the

operational AMI data collection system. The data repository shall have a facility to provide custom reporting and data analysis. The System must provide a method for the utility to load customized reports without vendor

assistance. The System shall provide a method of performing District Metered Area (DMA) analysis. The System shall be able to support network meters, deduct meters, and compound meters. The System shall be able to store additional forms of data other than consumption data for long-

term reporting and analysis purposes. The vendor must be able to promptly demonstrate all required and offered features of the

utility data repository via live onsite or remote use of the actual system if requested. The application shall provide consumption analysis of daily, monthly, and yearly data. The application shall track weather data such as precipitation and temperature as it corresponds

to the consumption data. The application shall provide alarm notification for events such as leaks and reverse flow events

for water utility customers.

The System shall provide a consumer web portal for utility customers to view consumption data and configure leak and/or reverse flow alerts.

The application’s web portal shall contain a customer self-enrollment process. The application shall be able to allow the customer the ability to configure consumption

thresholds based on daily water budget values and receive alerts when that consumption has been exceeded.

The application shall be able to deliver alerts via email. The application shall provide a list of standard reports.

Page 35 of 44 City of Ballinger

To address final reads, the System must support the ability to capture a midnight read from the database without the need to manually capture an on-demand reading of the MIU. This feature preserves battery life and reduces special handling

8. TRAINING AND SUPPORT An approved, detailed training plan must be developed by the vendor with approval by the utility based on results of pre-implementation meetings. The following are items to be determined during these meetings:

Identify the training personnel and the employees to be trained. Identify training schedules for hardware, software, and total system products. Define acceptance criteria for system deployment.

The vendor shall be responsible for fully training utility personnel in the system mapping, deployment planning, and installation of the fixed network LAN and WAN components. 9. SUPPORT SERVICES The vendor shall have a customer support department. The customer support department is required to maintain a telephone help desk and must have the capability of continuing the support through the use of a service agreement. A list of required services to be provided by the help desk includes but is not limited to the following:

Answer and resolve hardware/operation/maintenance questions and problems. Answer and resolve software operation questions and problems. Evaluate information for updates or revisions. Evaluate personnel for training needs. Perform additional on-site training or evaluation as needed.

The help desk must be available weekdays between 8:00 a.m. and 6:00 p.m. EST with after-hours numbers available as needed.

10. INSTALLATION AND TRAINING Complete installation and operating instructions will be included for all of the supplied hardware and software equipment. The training must be supplied by the System manufacturer or approved VAR. Proposal must include any additional costs for training and assistance to install and begin operation of the System. The vendor will also inform the customer of what pre-installation activities are to be completed and what support material will be needed for the initial installation. 11. PERFORMANCE WARRANTIES In evaluating bid submittals, warranty coverage will be considered. The vendor shall be required to state its warranty and/or guarantee policy in writing with respect to each item of proposed equipment. The procedure for submitting warranty claims must also be provided. As a minimum, the electronics shall be warranted for one (1) year from date of shipment for defects in material and workmanship. 12. SYSTEM MAINTENANCE SUPPORT

Page 36 of 44 City of Ballinger

In addition to warranty periods, vendors are required to supply information on required or optional maintenance programs beyond the warranty period for both hardware and software. Vendor must offer multiple-year maintenance contracts so utility can take advantage of multi-year discounts. The location of and procedures for obtaining such support shall be stated. A toll-free help desk number must be provided for system support. 13. VENDOR QUALIFICATIONS The qualified vendor will have a minimum of thirty (30) years’ experience with meter reading systems. The selected vendor shall be thoroughly versed in encoder meter and RF AMR/AMI technology and be a major supplier in the marketplace. The proposed System shall be manufactured and maintained by the selected vendor or an equity partner. All vendors shall document which water meter manufacturers and models with which they are capable of interrogating with the proposed meter reading equipment. A customer reference list shall be enclosed with the proposal. Encoder Register and Meter Interface Unit (MIU) Specifications:

INTEGRATED ENCODER AND METER INTERFACE UNIT (MIU)

These specifications cover a fully integrated self-contained solid state absolute encoder register and a

radio frequency meter interface unit metering system designed to obtain simultaneous water meter

registration that is guaranteed to exactly match the registration on the register odometer. The metering

information shall be obtained through a fully integrated radio frequency device using a compatible data

capture system. The above system shall be configured as follows:

Solid state absolute encoder meter register – direct mounting, electro-magnetically encoded measuring element into an electronic solid state odometer. Encoder shall provide value-added flow data including leak, tamper, reverse flow detection, and 96 days of hourly usage profiling (data logging). Digital counters requiring batteries and volatile memory for consumption data are not allowed. Encoder register shall periodically display flow rate information at register.

Fully integrated radio frequency meter interface unit providing a communication link for the transmission of information from the register.

Data acquisition equipment with which the above components can be interrogated. Such equipment shall be configured in two types:

o A device that captures information and displays it visually to confirm correct system installation.

o A device that is pre-programmed with route information and is capable of storing collected data in solid-state memory. This device shall also electronically transfer the data for use by the utility billing computer.

INTEGRATED METER INTERFACE UNIT (IMIU) DESCRIPTION - GENERAL

The unit shall interrogate the solid state odometer of the absolute encoder register and transmit the

Page 37 of 44 City of Ballinger

meter reading and other information to a data collection reading device. The unit shall be capable of

being read by a walk-by handheld computer equipped with an RF interface unit, a mobile system with

a unit mounted in a vehicle, and/or a targeted fixed network data collection system. This shall allow

an easy migration between the three systems without any change to devices or need to revisit the

site. The absolute solid state encoder register with IMIU shall be attached to new meters, or they shall

retrofit existing meters in the field via a bayonet mount on top of the meter maincase. The absolute

solid state encoder register with IMIU shall be manufactured in both inside and pit models. The inside

IMIU will be mounted inside without degradation of performance and the pit MIU shall have the

ability to be mounted in a pit or an underground vault. The inside IMIU shall have a water resistant

enclosure and a permanent antenna, while the pit IMIU enclosure shall be a roll-sealed copper can

and glass lens designed to ensure a water tight seal, and offer a short whip antenna or an optional

through-the-pit-lid antenna to address various applications. The IMIU battery shall be field replaceable

on both the inside set and pit set designs. The IMIU shall log 96 days of hourly consumption intervals.

ENCODER DESCRIPTION - GENERAL

The self-contained solid state absolute encoder register metering system shall be designed to obtain

remote simultaneous water meter registration that is guaranteed to exactly match the registration on

the register odometer. The solid state absolute encoder meter register shall be a direct mounted,

electromagnetically encoded measuring element in an electronic solid state odometer. The encoder

shall provide value-added flow data including leak, tamper, and reverse flow detection and 96 days of

data logging when communicating with a compatible RF AMR MIU. Batteries and digital counters using

volatile memory are not allowed. Encoder register shall display flow rate information at register.

Page 38 of 44 City of Ballinger

PART 3 – IMPLEMENTATION 3.1 Project Management Please describe your suggested organization for the AMR project, from contract award to maintenance support, with respective roles and responsibilities of the responder, installation crews, role in developing and testing the product. Project implementation meetings will be held regularly in order to ascertain project status and ensure that the project remains on schedule. The respondent’s project manager will be required to attend such meetings and provide updated plans and schedules. Cost for all expenses associated with such meetings must be included in the cost of the proposal. Please submit an overall preliminary project work plan and deployment strategy for the proposed AMR System. This plan should include a definition of scope, implementation schedule, project milestones, reporting and documentation requirements, user training and final acceptance.

Page 39 of 44 City of Ballinger

PART 4 – FIELD GIS SOFTWARE The City of Ballinger is requesting as part of this proposal a software GIS program that is designed to be used by field personnel and integrates with the selected AMR/AMI vendors software and the City’s existing ESRI GIS applications. Rather than having the data for operations and maintenance reside on the host computer back in the office, the City will use the existing connections and allow display of the pertinent data to field personnel, allowing the work flow of meter maintenance to become automated. This would not just apply to the O&M of the system after installation, but can also be used to collect, transfer, and document installation records for an ongoing meter project. The general mapping component features:

Highly interactive (drag-and drop) mapping interface.

Auto-zoom to map display result set.

Custom modifiable symbol library.

Ability to display MIUs, collectors, and other system components on the same map interface.

Ability to display other Esri base maps managed by the utility, such as pipe distribution

networks, laterals, etc.

Polygon selection capabilities for all entities displayed on the map.

Ability to send selected items from the mapping component directly to the customer service

screen for display.

Ability to create groups from map queries and polygon selections.

Ability to view all MIUs, collectors, and compatible leak monitoring devices contained within the

fixed network software on a map.

Ability to display endpoints based on unique device attributes such as continuous/intermittent

leak, major/minor backflow, no consumption, inactive status, etc.

Ability to query and display endpoints based on endpoint’s conditions such as owned, data

pending, last heard time, inactive with usage, etc.

Ability to add date or value ranges and tolerances to specific queries, such as inactive usage,

zero consumption, etc.

Ability to generate queries based on specialized conditions such as soft or virtual disconnect.

Ability to auto-generate (geocode) map coordinates for above assets (requires complete address

information).

Ability to display all relevant dashboard KPI items on a map.

Ability to display groups of endpoints on a map, either from a specialized search or by pre-

defined group indicators.

Ability to generate result queries to display on a map from events and alert lists.

Ability to create customized queries to display endpoints based on attributes and save them for

future use.

Ability to publish defined map queries for use by other map component uses (administrative

rights required).

Ability to layer multiple map queries onto a common base map.

Ability to print maps, including any attributes and/or endpoints displayed.

Ability to export any endpoints or attributes displayed on the map to MS Excel.

Page 40 of 44 City of Ballinger

Below is the sample dataflow map:

For operations and maintenance, infraMAP, using the City’s GIS, will be able to query, process, and display information automatically and electronically for field personnel. These views and functionality can include but are not limited by:

1. Non-read meters

2. High and/or low consumption meters

3. Soft or Virtual disconnects

4. Priority Alarms

a. Continuous leaks

b. Major and minor back flow events

5. Full query abilities in the field

Page 41 of 44 City of Ballinger

6. Routing of O&M

7. Complete documentation

8. Photos

9. Signature Capture

10. Redline edits

11. Work order management

In addition, all other layers, assets, and attributes in the City’s GIS would also be available for field use. This can include but not limited to:

1. Water Assets

a. Valves including valve maintenance

b. Hydrants

c. Meters

d. Air Relief Stations

e. Reservoirs

f. Pipe

g. Main breaks

2. Sanitary Assets

a. Manholes

b. Sewer pipe

i. Locations

ii. Documentation of cleaning/jetting

iii. Hotspots

c. Lift Stations

d. Air/vac valves

3. Storm Assets

a. Detention/Retention systems

b. Storm pond documention

4. Streets

a. Centerlines

b. Pavement Management

c. Pot holes

d. Street lights

e. Traffic signals

f. Sidewalks

5. Public Works

a. Tree maintenance

b. Garbage/Recycling Bins

Page 42 of 44 City of Ballinger

Sample GIS Asset Management Specification

GIS Asset Management System shall be optimized for pen-based or touch-screen computers

GIS Asset Management System shall be a fully functioning GPS navigation system

GIS Asset Management System shall function in an office (Connected) and mobile

(Disconnected) environment

GIS Asset Management System shall display facility attributes and customer information

GIS Asset Management System shall display maintenance history from the office or out in the

field

GIS Asset Management System can automatically synchronize field computers with the master

database

GIS Asset Management System features easy to use forms to display and input maintenance

data

GIS Asset Management System features field specific quality assurance / quality control

o Supports validation of meter and meter transceiver ID numbers

o Input forms can guarantee numeric values and content data

GIS Asset Management System includes intuitive Redline functionality

o Notes can be emailed to anyone directly from the field

GIS Asset Management System features advanced hyperlinking and document redlining

Page 43 of 44 City of Ballinger

o As-builts and other documents can be pulled up quickly and easily

o Intuitive document navigation allows for quick zooming and panning

o Full redlining functionality allows markup and historic archiving

o Measure tool allows you to calculate distances on the document

GIS Asset Management System contains extensive one-click reports for instant answers

o Customizable queries allow for simple display of critical information

o Reports can be generated on the fly in Word and Excel

GIS Asset Management System supports locked down functionality for field users

o Administrator can define user permissions on a per computer basis

o Flexible configuration files make deploying access permissions easy

GIS Asset Management System shall be certified to run on Microsoft Windows XP, Windows 7

and Windows 8

GIS Asset Management System shall be GIS-Centric

GIS Asset Management System shall be compatible with ArcGIS 10.3 and earlier

GIS Asset Management System shall support any data model

o All database and application settings can be configured easily using XML

GIS Asset Management System Desktop Extension for ArcGIS shall allow central data

management

o View checked-out replicas and version history

o Manage field redlines within ArcGIS

o GIS Asset Management System shall support extending the application without the need

for custom programming

o Queries, reports, locators, and forms can be configured quickly and easily

Page 44 of 44 City of Ballinger

o GIS Asset Management System Form Designer allows the creation of custom inspection

forms with unlimited possibilities

GIS Asset Management System shall be compatible with Meter Reading Software to display

alarms and events

o Non-read meters

o High and/or low consumption meters

o Soft or Virtual disconnects

o Priority Alarms

Continuous usage

Major and minor back flow events