conceptual proposals evaluation response - pwcsa · pdf fileconceptual proposals evaluation...

E-MERGE SYSTEMS, WHITMAN REQUART AND ASSOCIATES, WESTIN ENGINEERING, AND ICSE

Conceptual Proposals Evaluation Response

Responses to Questions from the Prince William County Service Authority

RFP SA 2113 – Distribution and Collection SCADA Replacement

Due Date/Time: March 27, 2013, 12.00 PM

Prepared For: Prince William County Service Authority

Purchasing Department 4 County Complex Court Woodbridge, VA 22192

Attn: Angela White

E-Merge Systems, Inc. 1314 East Cary Street

Richmond, Virginia 23219 Tel: (804) 344-3511 Fax: (800) 608-6039

www.emergesystems.com

March 27, 2013

Prince William County Service Authority – RFP SA2113 2 Follow-up Questions and Answers

Question 1

Please describe in detail the programming role of each firm on this project.

Programming will be performed in “Phase 2 – Pilot Sites Construction and Configuration” and “Phase 4 –

Full System Construction”. In our proposal – Section 2 Project Characteristics, iii, Proposed Project Team

Organization, illustrates the key team members and their roles. Our proposal Section 2 Project

Characteristics, iv, Key Project Team Members included resumes. In the resumes we identified the roles

of our personnel including their experience.

We understand that in “Phase 2 – Pilot Sites Construction and Configuration” - All programming and

configuration will be conducted on-site (Service Authority facilities) in close cooperation with the Service

Authority SCADA Program Manager.

E-Merge as the project lead will develop the SCADA system architecture and will coordinate the

development of HMI and PLC programming standards with Westin and WR&A. Emerge will also be the

lead Networking and Telemetry developers. Westin’s senior software engineer will be the lead System

Platform development and E-Merge’s senior software engineer will be the lead the development of the

PLC programming. The table below lists the specific programming functions and assignments required for

the project and the role of each personnel/firm assigned.

Table 1 - Team Programming Functions

Programming Function Name Company Years of

Experience

Project Manager Jim Lester E-Merge 15

System Architect Jim Lester E-Merge 15

System Platform Developers

(HMI Screens, Objects and Templates)

Uri Papukchiev

Kevin Cooke

Anand Dixit

Westin

Westin

E-Merge

16

8

15

Networking/Telemetry Janardan Lal

Chris Murray

E-Merge

Westin

20

12

PLC Developer Andrew Jackson

Greg Horn

E-Merge

WR&A

10

8

March 27, 2013


Question 2

Please list up to three (3) projects where this team has worked together and describe the roles

and responsibilities of each team.

E-Merge and Westin

Westin and E-Merge have worked together to successfully complete several projects for Henrico County,

VA and City of Norfolk, VA.

Henrico County, DPU: The original Water Treatment Facility (WTF) SCADA system was constructed

through a low-bid process and had several functional (programming related) issues. Westin/E-Merge

reviewed the existing hardware and software, developed a system baseline, and then came up with a

transition plan to upgrade the SCADA system HMI and historical database software. E-Merge worked

closely with Westin, Henrico County Utilities, IT and Purchasing to identify all computer hardware, SCADA

software and networking components that were required for the upgrade. We upgraded the SCADA

application to GE Proficy iFIX v4.0 for the plant’s redundant SCADA servers and fifteen View Clients, ten

of which were migrated to a Terminal Services environment.

Henrico County DPU: The WTF purchased an ozone optimization software program used by the

operators to make adjustments to the ozone system for peak performance, but required manual entry of

SCADA data. The project involved linking the SCADA realtime server database to the ozone optimization

software program. Westin was the prime and E-Merge was a subcontractor to Westin on this project.

Henrico County DPU: Developed scheduled regulatory and production reports for the WTF operations

using SyTech XL Reporter. This system provides plant-wide “Read Only” access to reports from within

iFIX SCADA application. Westin was the prime and E-Merge was a subcontractor to Westin on this

project.

City of Norfolk: Westin developed the SCADA Master Plan for the Moore’s Bridges WTP. E-Merge, which

also has a services contract in place with the City, leveraged the guidelines identified in the Master Plan

and came up with a Design/Build approach to upgrade the SCADA System (from an obsolete GE

XL/SCADA) with an open architecture Supervisory Control layer consisting of GEIP Cimplicity and

Historian and redundant Modicon Quantum PLCs. Moore’s Bridges is a 108 MGD plant.

E-Merge and WR&A

E-Merge has a long working relationship with WR&A and we have successfully executed projects for

Chesterfield County, VA, Spotsylvania County, VA and the City of Norfolk, VA.

Chesterfield County: WR&A and E-Merge worked together as the design engineer and Systems

Integrator, respectively for the following projects: Bailey Bridge SPS (Large 10MGD WWPS), Sunnybrook

SPS, Turner Road SPS, Upper Swift Creek SPS, and Countywide Radio propagation study.

Spotsylvania County: WR&A and E-Merge worked together as the design engineer and Systems

Integrator, respectively for the Countywide SCADA System for Sewer PS Collection. In coordination with

WR&A and the County Engineer, E-Merge built and programmed the radio telemetry, SCADA system

specified by WR&A. We are currently working with WR&A and the County to upgrade the Stonewall SPS.

City of Norfolk: E-Merge has worked with WR&A on the Western Branch Pump Station (WTWA

Improvements). In addition, E-Merge is working with WR&A to build the SCADA system for the City’s

Sedimentation Basins 7 and 8 at the Moore’s Bridges WTP. Note: E-Merge has a multi-year services

contract with the City of Norfolk with sole responsibility for SCADA implementation projects.

E-Merge and ICSE

E-Merge and ICSE have worked together for over ten years. ICSE has been our subcontractor on many

March 27, 2013


projects and has provided electrical contracting and panel fabrication support. Customers have included

Spotsylvania County, Hanover County, Chesterfield County, Appomattox River Water Authority, New Kent

County, Infilco Degremont, and several industrial customers.

Given the fact that E-Merge has worked with Westin, WR&A and ICSE on several large initiatives, we

innately understand each other’s capabilities and work closely together to deliver excellent services and

solutions to our customers. E-Merge shall be the prime on this initiative and the E-Merge Project Manager

will be the point of contact for all project management activities for the Service Authority. Each member of

the team brings unique skills and qualifications to the table. The unified teams’ collective experience is

greater than the sum of the individual company’s experience. We believe this team provides an

unmatched combination of depth of knowledge and breadth of experience, technical capabilities and

professional competence to enable the Service Authority to achieve its goals in the design and build of a

state of the art D&C SCADA System.

March 27, 2013


Question 3

Please provide a list of projects of similar size and complexity where E-Merge was the Prime

Contractor.

E-Merge has provided design/build SCADA/PLC systems for many Water/Waste Treatment/Distribution

plants in Virginia and Delaware of similar size (in I/O and $ value) and complexity (from a technology

perspective). Subsequent to our implementations, we strive to maintained long-term relationships with our

clients and some of them include:

Hanover County, VA

City of Norfolk, VA

City of Richmond, VA

Chesterfield County, VA

Henrico County, VA

Spotsylvania County, VA

New Kent County, VA

Appomattox River Water Authority, Petersburg, VA

South Central Waste Water Authority, Petersburg, VA

United Water, Newark, DE

Below is a matrix of sample projects that E-Merge has successfully executed as a Prime and that

illustrate the complexity and size:

March 27, 2013


Table 2 - Emerge Sample Projects Matrix

Technology City of Norfolk New Kent County Chesterfield County

Spotsylvania County

Hanover County

Project Overview Design/Build project. Reverse engineering of a 108 MGD Water Treatment Plant. DCS to Open Architecture Migration. Converting GE XL/SCADA DCS to Cimplicity for HMI and replacing the PCUs with redundant Modicon Quantum PLCs.

SCADA System for WW collection system with 120+ RTUs

Design/Build. Implemented SCADA for over 65 well sites, water tanks and sewage pumps stations. Additionally, provided ground up large SCADA system for Nutrients removal at WWTP and integrated water/wastewater distribution system. Automation of several well sites and Reclamation facilities.

Multi-year and multi-phased SCADA Controls and RTU upgrades including WWTPS, and over 65 SPS. Bailey Bridge PS, Sunnybrook PS, Falling Creek WWTP.

SCADA/RTU system consisting of 2 WTPs, 3 WWTPs, 56 SPS – Telemetry over radio, CDMA and satellite. Design/Build of Motts Run and Ni River WTPs SCADA/Controls upgrades.

Design/Build project. Baselined existing infrastructure over County. Developed SCADA Master Plan – implementation of Wonderware Technologies at multiple plants towards the aim of being consolidated under the System Platform. Upgraded Water Distribution System with Micrologix PLCs and CDMA/Pots.

Physical I/O 3500 3000 Over 5,500 3000 5000

SCADA Tags 7000 6000 7,500 4500 7500

Historized tags 2700 1500 1000 1000 1000

SCADA/HMI GE Proficy Cimplicity

GE Proficy iFIX GE Proficy iFIX FactoryTalk View Wonderware

System Architecture Redundant SCADA, Redundant PLCs, Redundant fiber network

Redundant SCADA, Redundant PLCs, Redundant fiber network

Redundant SCADA, Redundant PLCs

Redundant SCADA, Redundant Comms to RTUs

Redundant SCADA, Redundant Comms to RTUs

PLC/DCS Modicon Quantum AB ControlLogix, CompactLogix, MicroLogix, SLC 5/05

Modicon Quantum, Momentum, Compact, TCP Quickpanels

AB SLC 5/05, Redundant ControlLogix, CompactLogix, MicroLogix

AB CompactLogix, MicroLogix

Telemetry Yes (Radio) Yes (Radio, CDMA) Yes (Radio) Yes (Radio, CDMA and satellite)

Yes (CDMA, POTS, Radio)

Location Redundancy Yes – over Citywide WAN

No No Yes at different at different plants in County.

Yes at different physical locations across the County

Database/Historian Proficy Historian Proficy Historian Proficy Historian FactoryTalk Historian

Wonderware Historian

Microsoft Technologies AD Authentication AD Authentication AD Authentication AD Authentication AD Authentication

Terminal Services/Thin Client

Yes - Microsoft Yes – Microsoft Yes – Microsoft Yes - RDP Yes - RDP

Reporting/Data Analysis MS SQL Reporting Services, Proficy Portal

Proficy Portal Proficy Portal MS SQL Reporting Services, FactoryTalk VangatePoint

MS SQL Reporting Services, ActiveFactory

Virtualization No No No Yes – VMWare No

March 27, 2013


Technology City of Norfolk New Kent County Chesterfield County

Spotsylvania County

Hanover County

Process/Domain Water Treatment plant 108 MGD, WWTP, Collection Telemetry

D&C Distribution, Wastewater Nutrient Removal, Reclaim Facility

Wastewater and SPS

Water/Wastewater. D&C Distribution

Water Distribution, WTP and WWTP

References/Contact:

Mr. Scott Howerin City of Norfolk, Virginia DPU 6040 Waterworks Rd. Norfolk, VA 23502 Tel: (757) 441-5774 ext 235

Mr. Harold Jones Utility Supervisor County of New Kent 12007 Courthouse Circle New Kent, VA 23124 Tel : (804) 966-2676

Ms. Anne Wright Department of Utilities Chesterfield County Chesterfield, VA 23832 Tel: (804) 768-7582

Mr. Chris Edwards County of Spotsylvania 600 Hudgins Road Fredericksburg, VA 22408 Tel: (540) 507-7304

Mr. Charles Smith County of Hanover, Virginia Hanover County DPU 7516 County Complex Rd Hanover, VA 23069 Tel: (804) 365-6738

$ Value (Cumulative to Date)

$3.1MM $2.4MM $1.95MM $2.8MM $1.1MM

Please feel free to contact any and all of our references.

March 27, 2013


Question 4

Please list any SCADA implementations in the past 5 years that included an access control and/or

IP camera component.

E-Merge has successfully provided SCADA implementations in the past 5 years that have included an

access control and/or IP camera component for the following clients:

Spotsylvania County – Longwatch Video Surveillance Software (Active X embedded in

FactoryTalk View SCADA) with IP Cameras (PTZ), card access system, intercom, physical gate

control – StrongArm 30 MPH crash gate and loop detector. Such systems have been

implemented at multiple locations over the County.

Hanover County - Longwatch Video Surveillance Software (Active X embedded in Wondwerware

InTouch SCADA) with IP Cameras (PTZ) and gate access control.

Appomattox River Water Authority - Longwatch Video Surveillance Software (Active X embedded

in Wondwerware InTouch SCADA) with IP Cameras (PTZ) and gate access control.

Longwatch Video Surveillance System supports multiple communication protocols include: TCP, UDP,

RTSP/RTP, HTTP, VAPIX, and Pelco-D. Supported video formats include: MJPEG, MPEG-4, and

MXPEG.

We have additionally executed several high-end security systems for VDOT for their mission critical

infrastructure including:

Hampton Roads Bridge Tunnel Surveillance Project

Monitor Merrimac Bridge Tunnel Surveillance Project

Jamestown Scotland Ferry Surveillance Project

Chesapeake Expressway Network Upgrade Project

At the Hampton Roads and Monitor Merrimac Bridge Tunnels, E-Merge needed a way to track intruders

once they came ashore while disregarding any other events such as boats in the water passing by, birds

flying onto the island, and workers that were already on the island. Sightlogix software has the ability to

set alarm zones with alarming restrictions as to size of intruder and direction of motion; a bird moving

inland would be too small to set off the alarm, and a worker in the inner alarm section on land would not

set off the alarm. Pairing the Sightlogix fixed IR camera with a typical imaging PTZ camera allowed for

detailed tracking of any alarm situation; as the intruder crosses the view of the IR camera, the PTZ

camera is able to zoom into the location and follow the movement of the intruder, gathering higher

resolution images that can be used as evidence. With the SightLogix Surveillance System, E-Merge was

able to accomplish everything that was needed to provide a strong solution for our customer.

The Jamestown Scotland Ferry Project needed a radio network that was both reliable and weather-proof.

In the original security system, the video clarity was poor and would drop out during certain weather

conditions. With the Firetide Network (High Bandwidth Mesh Network Radios), E-Merge was able to

provide a stronger Radio Network that made the video stream cleaner and stronger to the point that video

loss and clarity was a non-issue. Please note that the system provides “live” video feed (Pelco and Axis IP

cameras) from moving ferries to the headend. There is DVR capability both at the ferries and at the

headend.

At the Chesapeake Expressway Toll Plaza, Axis fixed and PTZ cameras were installed. Low-profile fixed-

directional cameras with high resolution were installed within toll booths to record currency exchange and

monitor customer interaction. The high-resolution recording ability was required due to video being

admissible into courts of law. PTZ cameras were placed on roadway fixtures to allow for full 360° pan to

March 27, 2013


view incoming and outgoing toll plaza traffic and easily monitor accidents and roadwork. Barix devices

were installed at the Chesapeake Expressway Toll Plaza to replace an outdated and failing intercom

system. They required an independent system, IP based system that did not require a dedicated server.

One head-end master station and individual remote clients located at each install location make up a half-

duplex intercom system controlled from the control room by the master station in a one-to-many

configuration. They were used in conjunction with AiPhone door panels.

Westin - As part of a pilot project for HRSD’s Interceptor SCADA Upgrade project, Westin interfaced card

access readers using the card readers Wiegand protocol to the SCADA RTU, which allowed an operator

to swipe in and out when on site. The swipe out presented the operator with a list of items to check before

leaving the site, which helped eliminate return trips.

WR&A – WR&A’s Security Protective Design Group has completed numerous designs and

implementations of high profile access control systems and CCTV monitoring systems. WR&A serves a

variety of confidential secure government clients by developing designs for full-scale force protection

systems including perimeter intrusion detection systems, facilty intrusion detection systems and access

control systems using the industry’s state of the art technologies including access card badging system,

voice activated and biometric acces control systems.

In the previous 5 years, WR&A has successfully compled more than 10 separate CCTV system projects

using over 150 wired and wireless networkded video cameras integrated into graphical user interface

systems.

WR&A’s Secruity Protective Design Group consists of professional engineers, ASIS board certified

protection and physical security professionals and CCTV specialists trained and certified by major

manufactures of CCTV surveillance equipment.

March 27, 2013


Question 5

Please describe your method for simulation of HMI and PLC programming.

Developing and testing of HMI and PLC code is a critical part of any SCADA project. We have therefore

developed a methodology that allows our clients to provide feedback at critical milestones as well as

thoroughly testing the programs before being deployed in the field. This has significantly reduced

commissioning time, and field changes. Our methodology is as follows:

A. PLC

a) After the process control narratives and P&IDs have been completed, we will identify what

repetitive code will be required and develop a functional description for code development. We

will also develop test scripts for each functional description identified. Examples of repetitive

functions requiring code development are pump alternation and signal conditioning (instrument

out of range alarm, dead band, etc.).

b) The functional descriptions will then be used to develop a library of code modules. The preferred

method would be to develop these code modules as function blocks (FBs) (UDTs and AOI in the

RS Logix 5000 world). Each code module (FB) will then be thoroughly tested. Our preferred

method of testing is to bench test the code module (FB) using an actual RTU hardwired to a test

panel, but in some cases we may use emulation software.

c) Once all the code modules have been developed and approved by the Service Authority we will

begin programming of a particular site. Test scripts will be developed and the program will be

tested using emulation software.

B. HMI

a) HMI programming will begin with the identification specific scripts, animations, screens, and

reports required for the project. A functional description and test procedure will then be

developed. Testing will be completed using virtualization which is a methodology we have very

successfully employed for simulation. Standard object development and testing will also be

performed.

b) In this scenario we would replicate the proposed solution in a test environment. For the purposes

of simplification, we would have the Wonderware HMI application on a Virtual Machine (VM) with

a RSLinx Gateway (OPC Server and/or I/O Server). On another VM, we would install RSLogix

5000 Professional, which includes RSLogix Emulate 5000. The Rockwell emulator is a very solid

product. We would load the developed PLC

program/s into the emulator. Theoretically,

you could test your HMI application against

multiple controllers in the emulator. We would

follow the Control Narratives and thoroughly

and completely test the HMI application and

the PLC program(s). This allows you to check

out all features including animation, trending,

data logging, alarms and events, etc. We shall

also simulate normal modes of operation as

well as failure modes.

Figure 1 - HMI PLC Emulation

March 27, 2013


C. Factory Acceptance Testing (FAT)

a) A witnessed FAT will be conducted with all of the hardware and software associated with the pilot

sites. This will include the HMI servers, WAN communications equipment and RTUs. The RTUs

will be hardwired to a test panel for testing. A complete test will be conducted including the

following:

i) I/O check out from RTU input to proper display on HMI.

ii) Functional test to verify proper operation of equipment and various operations including

automatic, remote manual, local manual, etc.

iii) Failure testing or sometimes called what ifs testing will be conducted. This testing will verify

proper operation in the event of an equipment failure or loss of communications. Example of

equipment failures includes primary pump failure, loss of wetwell level signal, etc.

iv) Trends and reports will also be verified at this time.

b) We recommend that operators and maintenance personal be involved in the FAT. This allows for

feedback on how the system is to operate and gives them an introduction to the new system.

March 27, 2013


Question 6

Please describe your approach for ensuring the SA staff is fully engaged in this project and will be

self-supportive at completion.

It is our team’s desire and goal to maximize the participation of the Service Authority’s (SA) technical staff

members in the development of standards, standards compliance, and implementation to ensure that the

constructed SCADA system is reflective of your requirements and that SA staff are system experts, not

just at the end of the project, but at each phase of the project. Achieving these objectives requires the

creation of an integrated project delivery team that is comprised of both SA technical team members and

E-Merge team members.

During the standards development and Pilot Project phases, our senior software team members will be

co-located with the Service Authority’s Project Manager and software team, at your facilities. This co-

location will enhance communication, team building, and cooperation, which are essential elements to

understanding the SA’s needs, knowledge transfer between team members, and building consensus on

project direction and approach.

Our team recognizes that SA staff members have the added responsibility to maintain operational

continuity while they’re managing and participating in capital delivery projects. The first step in

establishing the integrated project delivery (IPD) team will be defining the level of effort required by SA

technical staff to support the existing SCADA system. Typically the role of a technical support team is to

maintain, recover, and enhance existing systems. Building the new SCADA system should eliminate the

need for most enhancements but we anticipate that there may still be a need to free-up technical staff to

participate actively in the upgrade project. A potential strategy for freeing-up SA staff is to leverage E-

Merge team members (or an alternate contractor) to provide support for the existing system during the

SCADA upgrade.

The next step involves identifying the project phases and tasks which are critical for SA staff to

participate. Based on SA staff availability and their priorities for participation a work-plan and resource

loaded project schedule will be developed in Microsoft Project for the IPD that identifies participation of

the SA’s technical team members. This will identify resource utilization for all team members so that we

can identify when additional support may be required by the Service Authority.

We believe it is critical that the SA’s SCADA staff actively participate in the Pilot Project and the

development of project standards. Well defined, documented and proven SCADA Software Standards

and Modules (Objects) are the cornerstone to implementing a system that is reliable, maintainable and

consistent in its “look-and-feel.” Utilizing an integrated project delivery (IPD) team (comprised of both

Service Authority (SA) staff and senior E-Merge team members) for standards development and

validation not only ensures high-quality standards, it also supports knowledge transfer and ensures the

creation of a software leadership team with “hands-on” experience. This will enable our Software Task

Leaders to mentor other implementation team members and manage their compliance with the SA’s new

SCADA Software Standards.

As a minimum, the SCADA Software Standards and Modules developed in this phase would cover the

following: software delivery methodology and test standards, Process Control Narratives, program

structure and object development, I/O and device objects (both HMI and PLC), intelligent alarming,

equipment KPIs and historical data capture. The standard developed for Process Control Narratives

(PCN) will provide a consistent presentation of the control strategy to support the conversion of existing

control software. In addition, the data management plan will define data requirements for each defined

asset class and will architect the necessary software “hooks” for integrating future operations optimization

applications.

March 27, 2013


Applying proven standards will significantly reduce system delivery risk and optimize operator acceptance

and satisfaction. It is recommended that the standards be validated on a select number of representative

facilities. The E-Merge team has a full understanding of the benefits of a Pilot Project, which go beyond

validation of design and software standards and include:

Develop and validate re-useable Software Modules for common equipment and unit processes.

When executed effectively, the risk and effort associated with implementing the following sites will

be significantly reduced.

Validate migration strategies and methods for transitioning from the old to the new SCADA

system. Testing these strategies on a Pilot Project minimizes the possibility of widespread service

disruption.

Identify any unanticipated issues and validate constructability.

Provide Operations staff with operating experience on the new SCADA system so that they can

provide operational feedback on the system configuration early in the project. It also provides the

Operations staff with a training tool to ease the transition on future phases.

In addition to actively participating in the Pilot Project design and implementation, we expect that SA staff

will leverage that experience to witness Factory and Site Acceptance Tests (FAT and SAT) performed by

E-Merge team members. If possible, we encourage the Service Authority to reverse these traditional roles

whereby SA staff program a group of sites and senior E-Merge team members witness their FAT/SAT

tests for compliance with standards.

March 27, 2013


Question 7

Please list all projects containing a SCADA programming component performed for a Water/Wastewater Utility in the past 5 years.

Table 3 - SCADA Programming (E-Merge)

HMI

Programming

PLC Programming Other

Client

Project/Utility Services

GE

IP P

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Project Description

City of Norfolk, Moore’s Bridge Water Treatment Facility

108 MGD WTP SCADA/Controls Upgrade, WW SCADA System

Design/Build project. Reverse engineering of a 108 MGD Water

Treatment Plant. DCS to Open Architecture Migration. Converting GE

XL/SCADA DCS to Cimplicity for HMI and replacing the PCUs with

redundant Modicon Quantum PLCs. Also, provided SCADA System for

WW collection system with 120+ RTUs

New Kent County Department of Public Utilities

County-wide SCADA Upgrade and SCADA design/install for Nutrients Removal System at Parham Landing WWTP

Design/Build project. Implemented SCADA for over 65 well sites, water

tanks and sewage pumps stations. Additionally, provided ground up

large SCADA system for Nutrients removal at WWTP and integrated

water/wastewater distribution system. Automation of several well sites

and Reclamation facilities.

March 27, 2013


HMI

Programming


Client


GE

IP P

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iFix

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Project Description

Chesterfield County Department of Public Utilities

County-wide SCADA Controls and

RTU Upgrade

Multi-year and multi-phased SCADA Controls and RTU upgrades

including WWTPS, and over 65 SPS. Bailey Bridge PS, Sunnybrook

PS, Falling Creek WWTP. Collaborated with WRA on several of these

projects.

Spotsylvania County Department of Public Utilities; Motts Run and Ni River WTPs.

SCADA Controls and RTU Upgrade

SCADA/RTU system consisting of 2 WTPs, 3 WWTPs, 56 SPS –

Telemetry over radio, CDMA and satellite. Design/Build of Motts Run

and Ni River WTPs SCADA/Controls upgrades. Technologies include

Rockwell FactoryTalkView and ControlLogix PLCs and VMWare.

Hanover County Department of Public Utilities; Doswell WTP

SCADA Master Plan Development

and Upgrade

Design/Build project. Baselined existing infrastructure over County.

Developed SCADA Master Plan – implementation of Wonderware

Technologies at multiple plants towards the aim of being consolidated

under the System Platform. Upgraded Water Distribution System with

Micrologix PLCs with CDMA/POTS.

March 27, 2013


HMI

Programming


Client


GE

IP P

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Project Description

Washington Gas Light Company, D.C.

Integration of Disparate Platforms via

Virtualization, System Upgrades, and

Alarm Management.

Upgraded and enhanced HMI graphics within the current iFIX SCADA

system to achieve 49 CFR compliance through the development of an

Alarm Response Management (ARM) System. System used

Wonderware ArchestrA System Platform and Workflow to manage

alarm information. VMWare virtualization used to host iFIX and

Wonderware applications.

Appomattox River Water Authority, VA

50-95 MGD Plant Expansion; E-

Merge awarded “Sole Source.”

Expansion for long-term client (since 1998!). System consisted of a

Modbus Plus process LAN with over 25 Modicon 984-145/Quantum

PLCs and 18 RTU sites with Modicon Momentum PLCs

communicating over CDMA. Redundant InTouch Wonderware SCADA

nodes provided operators monitor and control capability.

City of Richmond Department of Public Utilities WTP, VA

Maintenance and Support

Provided engineering, maintenance, and controls support including

instrument calibration, PLC programming, panel wiring, and

workshops.

March 27, 2013


HMI

Programming


Client


GE

IP P

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Project Description

Henrico County, DPU

SCADA Upgrade, Ozone system

optimization, Regulatory Reporting

Westin/E-Merge reviewed the existing hardware and software,

developed a system baseline, and then came up with a transition plan

to upgrade the SCADA system HMI and historical database software.

Upgraded the SCADA application to GE Proficy iFIX v4.0 for the

plant’s redundant SCADA servers and fifteen View Clients, ten of

which were migrated to a Terminal Services environment. E-Merge

also helped optimize the Ozone system and provided regulatory

reporting with SyTech XL Reporter.

Infilco Degremont, Inc. AquaDAF® Control System

Turnkey Solution

AquaDAF® Control System was responsible for monitor and control of

over 900 field I/O. Built upon the GE Intelligent Platforms (GE-IP)

Max-ON RX3i Hot Standby Redundancy configuration for the

PACSystems™ RX3i Programmable Automation Controllers (PACs).

E-Merge also responsible for development of a standalone

HMI/SCADA application.

South Central Wastewater Authority

SCADA Services and Support

E-Merge provided SCWAA with SCADA and PLC support and to

replace the existing chlorination system with a new Sodium

Hypochlorite Storage and Feed Facility.

March 27, 2013


HMI

Programming


Client


GE

IP P

rofi

cy

iFix

/Cim

pli

cit

y

Wo

nd

erw

are

Ro

ck

we

ll F

ac

tory

Ta

lk

Vie

w

Ro

ck

we

ll A

lle

n-B

rad

ley

Mo

dic

on

GE

IP

SC

AD

A P

ac

k

Co

mm

issio

nin

g a

nd

Sta

rtu

p

Tra

inin

g a

nd

Kn

ow

led

ge

Tra

ns

fer

Project Description

United Water, Newark, DE

30 MGD plant migration from Bristol

Babcock 33xx RTUs to A-B

CompactLogix PLCs and GEIP iFIX

5.x and Historian

Collaborative” design/build SCADA Filter/Rest of the Plant Upgrade

project. Had to reverse engineer all the logic in the Bristol Babcock

33xx RTUs. Developed new control narratives. Provided new NEMA

4x SS Filter Consoles with AB PanelView Plus OITs and

CompactLogix PLCs. Completed the 8-month duration project in 6

months - 2 months ahead of schedule!

March 27, 2013


Table 4 - SCADA Programming (WR&A)

HMI

Programming


Client


Sie

me

ns W

in C

C

Wo

nd

erw

are

Ro

ck

we

ll F

ac

tory

Ta

lk

Ro

ck

we

ll

Mo

dic

on

Sie

me

ns T

IA P

ort

al

SC

AD

A P

ac

k

Co

mm

issio

nin

g a

nd

Sta

rtu

p

Tra

inin

g a

nd

Kn

ow

led

ge

Tra

ns

fer

Project Description

Anne Arundel County, MD

Broadneck WRF Plant Upgrade

PLC and HMI programming for new plant-wide control system installed

as a part of the ENR upgrade and expansion of the facility. Project

includes programming and interface to 8 new Siemens S7/300 PLCs

with redundant HMI server system with 5 clients. Plant-wide

communications using Ethernet and Profibus network protocols.

Arlington County, VA

Water Distribution SCADA System

Provide continuing programming support for new SCADA System

functions, system upgrades, troubleshooting and training to operations

and maintenance personnel for County-wide SCADA System. The

system uses Ethernet, dial-up and leased telephone line

communications.

James City Service Authority

James City County, VA

Water/Wastewater SCADA System

County’s designated PLC and HMI programming Engineer for all new

and upgraded facilities. Work with County to develop revised controls

strategies and implement into processes. Maintain the Service

Authority’s SCADA standards, work closely with County SCADA

personnel during all phases. System uses ISDN telephone network

communications to approximately 120 county-wide facilities. Starting

pilot program to convert communications to cellular based network.

March 27, 2013


HMI

Programming


Client


Sie

me

ns W

in C

C

Wo

nd

erw

are

Ro

ck

we

ll F

ac

tory

Ta

lk

Ro

ck

we

ll

Mo

dic

on

Sie

me

ns T

IA P

ort

al

SC

AD

A P

ac

k

Co

mm

issio

nin

g a

nd

Sta

rtu

p

Tra

inin

g a

nd

Kn

ow

led

ge

Tra

ns

fer

Project Description

City of Suffolk, VA

Wastewater Pump Station Standards

Developed City’s standard PLC and OIT programming for new and

revised wastewater pumping stations. Serve as the City’s designated

programming Engineer for new PLC control systems. Work with City

personnel to train, trouble shoot and maintain the system functions.

March 27, 2013


Table 5 - SCADA Programming (Westin)

HMI

Programming PLC Programming Other

Client

Project/Utility Services G

EIP

Pro

fic

y i

Fix

Wo

nd

erw

are

Ro

ck

we

ll F

ac

tory

Ta

lk

Ro

ck

we

ll

Mo

dic

on

GE

IP

SC

AD

A P

ac

k

Co

mm

issio

nin

g a

nd

Sta

rtu

p

Tra

inin

g a

nd

Kn

ow

led

ge

Tra

ns

fer

Project Description

City of Ottawa Water

SCADA Replacement

Water Treatment/Distribution

Population 883,000

SCADA Master Plan, Standards, Governance Plan, Workflow

Modeling, Smart Alarming, Plant/Remote Network, HMI Upgrade,

Rockwell Logix PLC Programming, OO Software Modules, Operations

Data Management, Business Intelligence, Cyber Security, and

Continuity of Operations Plan for a $12M Automation and SCADA

Program.

Durham Region

Water SCADA Upgrade and

Integration

Water Treatment and Distribution

Region of Durham operates 14 water supply systems located

throughout the Region involving the operation and control of 65

individual treatment and distribution sites. This phase involves detailed

design; procurement and project management of site upgrade

services; HMI and PLC programming; system startup and post-

implementation support. Westin is also performing the HMI and PAC

programming and integration.

March 27, 2013


HMI


Client


GE

IP P

rofi

cy

iF

ix

Wo

nd

erw

are

Ro

ck

we

ll F

ac

tory

Ta

lk

Ro

ck

we

ll

Mo

dic

on

GE

IP

SC

AD

A P

ac

k

Co

mm

issio

nin

g a

nd

Sta

rtu

p

Tra

inin

g a

nd

Kn

ow

led

ge

Tra

ns

fer

Project Description

Duffin Creek Wastewater Pollution

Control Plant

SCADA System Upgrade

Wastewater Treatment

Duffin Creek WPCP is the 2nd

largest plant in Canada and needed to

replace its obsolete SCADA system to improve performance,

maintainability, and usability. Scope of services included: system

assessment, SCADA standards, design, bid, and construction

oversight including Plant-wide SCADA LAN (Ethernet/IP) design. In

addition, Westin performed GEIP HMI and PAC programming and

integration of operations data with other data sources. The strategies

developed for system testing and migration resulted in a very smooth

cutover with no operational disruptions.

Halton Region

SCADA Upgrade

The Halton Region has a high dependency on its SCADA System to

maintain its water and wastewater service levels. The Region’s

SCADA system is mission-critical and a failure of any part of the

system necessitates a prompt response by the SCADA group to

recover the system. In recognition of their operational dependency on

SCADA, Halton Region authorized the preparation, implementation

and maintenance of a SCADA disaster recovery and business

continuity (DR/BC) plan.

March 27, 2013


HMI


Client


GE

IP P

rofi

cy

iF

ix

Wo

nd

erw

are

Ro

ck

we

ll F

ac

tory

Ta

lk

Ro

ck

we

ll

Mo

dic

on

GE

IP

SC

AD

A P

ac

k

Co

mm

issio

nin

g a

nd

Sta

rtu

p

Tra

inin

g a

nd

Kn

ow

led

ge

Tra

ns

fer

Project Description

Waterloo Galt and Preston

WWTP SCADA Upgrade Wastewater

Treatment

Westin, as part of a consulting team, was contracted by Waterloo

Region to upgrade their Wastewater Treatment Plants to a uniform

and modern SCADA system. Westin’s scope of work included

planning, SCADA standards, site inventory, I&C and network design,

HMI and Rockwell Logix PACs programming, network configuration,

construction oversight, training and documentation.

City of Hamilton Water and

Wastewater Services

SCADA Standards and Upgrade

This project is providing the City with a SCADA System Master Plan

and a strong set of SCADA Standards based on industry best

practices, thus creating a road map for the future and for the

implementation phase to be undertaken as part of the project. The

project incorporates a number of key elements including a detailed

review of technology, piloting of the proposed solution, meeting

compliance requirements of the Ministry of Environment (MOE), the

development of the guiding documents for the future, and the detailed

design and construction administration required to implement the

City’s new SCADA system.

March 27, 2013


HMI


Client


GE

IP P

rofi

cy

iF

ix

Wo

nd

erw

are

Ro

ck

we

ll F

ac

tory

Ta

lk

Ro

ck

we

ll

Mo

dic

on

GE

IP

SC

AD

A P

ac

k

Co

mm

issio

nin

g a

nd

Sta

rtu

p

Tra

inin

g a

nd

Kn

ow

led

ge

Tra

ns

fer

Project Description

Wayne County, Michigan

Downriver Wastewater Treatment

Plant (DWTP)

SCADA System Upgrade


The DWTP is capable of treating over 225 million gallons of raw

sewage per day serving a combined population of approximately

415,000. Westin’s scope of services included: system assessment,

SCADA standards, I&C design, SCADA LAN design, bid, and

construction oversight. In addition, Westin’s team was responsible for

the programming of the SCADA HMI and Rockwell PLC’s.

Chicago Department of Water

Management

SCADA System Replacement

DWM selected Westin to design, configure and deliver a project to

replace their Pumping Station SCADA system. Through stakeholder

workshops, Westin determined DWM’s requirements, then customized

a solution to meet their unique needs. Control strategies, HMI

graphics, reports and components were carefully selected with DWM’s

input. The new system includes Allen-Bradley PLCs and both

centralized and remote GE Proficy iFIX operator interface systems.

The resulting state-of-the-art system and control rooms feature

multiple video wall displays that provide operators and management a

true supervisory view of their system.

March 27, 2013


HMI


Client


GE

IP P

rofi

cy

iF

ix

Wo

nd

erw

are

Ro

ck

we

ll F

ac

tory

Ta

lk

Ro

ck

we

ll

Mo

dic

on

GE

IP

SC

AD

A P

ac

k

Co

mm

issio

nin

g a

nd

Sta

rtu

p

Tra

inin

g a

nd

Kn

ow

led

ge

Tra

ns

fer

Project Description

Charles County Department of

Utilities

SCADA System Replacement

Water and Wastewater Treatment

Upgrade of Motorola Moscad SCADA system for remote unattended

operations for their treatment plants and 160 remote water and

wastewater facilities. Scope of services includes SCADA,

communications and I&C planning, standards, system design, bid, HMI

and PLC programming and construction oversight.

Rowland Water District

SCADA System and Telemetry

Network Needs Assessment, Design,

Implementation and Upgrade

The District issued Westin an emergency Purchase Order to replace

the server with new hardware and to transfer the system configuration

files. Westin satisfied the District’s urgent need on the server

replacement. The District requested Westin provide new PLCs and

associated telemetry for two new sites that were under construction.

The Needs Assessment defined a plan for upgrading the SCADA

application, PLCs and SCADA radio network. The District negotiated a

contract with Westin to prepare bid documents and perform the

SCADA and PLC program application upgrades.

March 27, 2013


HMI


Client


GE

IP P

rofi

cy

iF

ix

Wo

nd

erw

are

Ro

ck

we

ll F

ac

tory

Ta

lk

Ro

ck

we

ll

Mo

dic

on

GE

IP

SC

AD

A P

ac

k

Co

mm

issio

nin

g a

nd

Sta

rtu

p

Tra

inin

g a

nd

Kn

ow

led

ge

Tra

ns

fer

Project Description

South Bayside System Authority

Enterprise SCADA Migration

Wastewater Treatment and

Collection

SBSA provides regional wastewater transmission and treatment for

three municipalities. Westin prepared a SCADA Master Plan, system

architecture and design for technology and automation improvement

projects including upgrades to the SCADA HMI, data Historian,

Ethernet fiber optic network and PLC control at the WWTP and four

main pump stations. Scope included E,I&C, control panels, Rockwell

PLC hardware and network design; PLC programming, HMI software

configuration, systems integration, training and start-up services;

migration of 10+ years of data from Classic Historian to the latest

Proficy Historian. SBSA has won CWEA’s “Large Plant of the Year”

award on two occasions in part because of the effectiveness of their

SCADA system

Pittsburg, City of

SCADA Assessment, Design, and

Implementation

Pittsburg selected Westin to develop a SCADA System Assessment

that described the overall SCADA System Upgrades for the City of

Pittsburg. This assessment defined four projects to improve the City’s

existing SCADA System over a 2-year timeframe. The projects

focused on defining the SCADA design framework, upgrading the

SCADA Master Station, designing and implementing improvements to

the SCADA Remote Sites, and revising the Water Treatment Plant

(WTP) controls. Each project adhered to consistency in SCADA

design, implementation, and documentation, so that the City could

maintain the SCADA system at minimum cost.

March 27, 2013


HMI


Client


GE

IP P

rofi

cy

iF

ix

Wo

nd

erw

are

Ro

ck

we

ll F

ac

tory

Ta

lk

Ro

ck

we

ll

Mo

dic

on

GE

IP

SC

AD

A P

ac

k

Co

mm

issio

nin

g a

nd

Sta

rtu

p

Tra

inin

g a

nd

Kn

ow

led

ge

Tra

ns

fer

Project Description

Inland Empire Utilities Agency

SCADA Master Plans

Northwest Recycled Water HMI

Upgrade

Wastewater Treatment and

Collection

Westin developed a SCADA Master Plan for the Reclaimed Water

System and subsequently for all of Wastewater Operations. The plans

set the architecture, vendor platforms, and roadmap for replacement of

the existing DCS. HMI and PLC software standards were developed

and a pilot project implemented. The pilot project at the Agency’s new

Reclaimed Water Pump Station included the configuration of a

Virtualized SCADA System that consists of Rockwell Automation’s

Factory Talk HMI, Vantage Point Historian, and View Point Portal.

Irvine Ranch Water District

Michelson Water Recycle Plant

SCADA System Migration

Water and Wastewater

Virtualized treatment/distribution system SCADA in array of virtual

machines under VMWare; merged ArchestrA graphics/ templates from

multiple galaxies into a single galaxy; implemented redundancy; and

prepared Disaster Recovery process. Commissioned RO WTP and

Well 21. Project included planning/code development for 36 PLCs and

Wonderware System Platform 3.0. Developed detailed design for

templates used in PACs, SCADA data objects (application objects),

and SCADA graphical objects.

March 27, 2013


HMI


Client


GE

IP P

rofi

cy

iF

ix

Wo

nd

erw

are

Ro

ck

we

ll F

ac

tory

Ta

lk

Ro

ck

we

ll

Mo

dic

on

GE

IP

SC

AD

A P

ac

k

Co

mm

issio

nin

g a

nd

Sta

rtu

p

Tra

inin

g a

nd

Kn

ow

led

ge

Tra

ns

fer

Project Description

Trinity River Authority

Central Regional Wastewater

System (CRWS) SCADA


TRA’s goals for their upgraded SCADA system included migrating

from a multi-vendor approach to a uniform SCADA system that would

be easier to support and expand the level of plant control and

monitoring. Westin performed current system assessment, developed

an upgrade plan, SCADA standards and system design, and provided

construction management. Westin designed around a Rockwell PLC

platform and provided HMI configuration and programming.

March 27, 2013


Question 8

Describe in detail how you envision knowledge transfer taking place during the project. We do not

want formal training to be the only means of knowledge transfer.

The integration and knowledge transfer between the Service Authority’s core technical team and our team

was addressed in our response to Question 6. In our response to this question we have focused our

discussion on knowledge transfer between the SA’s Operations team and the Integrated Project Delivery

(IPD) team.

Knowledge transfer between the SA’s Ops team and the IPD team will be bi-directional and a process that

is continuous over the life of the project. However, the intensity and criticality of that knowledge transfer is

highest during the standards development and Pilot Project. To maximize the value of the SA’s new

SCADA system it is important that the design and implementation of the SCADA system be aligned with

your operating and control philosophy and that the constructed system provides Operators with the

information and control they require to operate the SA’s system in compliance with regulations and

efficiently.

To assist Operations in understanding the potential of current SCADA systems, our team recommends

that the IPD team and representatives from the SA’s operations team visit a number of utilities that have

undergone recent SCADA upgrades. This will provide Operations with the opportunity to see first-hand

how other utilities are leveraging SCADA to optimize operations and the features and functionality most

appreciated by their Operators.

In addition to the design and review workshop topics listed on pages 17 and 18 of the RFP, our team has

recommended Operating and Control Philosophy workshop/s to gain a better understanding of the

SCADA goals and objectives for Operations as well as present and review current industry best practices

with the Operations team. Prior to this workshop/s, our Project Manager and Phase Leads will interview

SCADA stakeholders (primarily O&M staff) with respect to their perspectives on the current SCADA

system and desired improvements. Information gathered during the interviews, review of existing

documentation, site visits to other agencies, and current industry best practices will be presented and

reviewed during the workshop to drive consensus on desired SCADA functionality.

If feasible, E-Merge recommends that representatives from Operations be assigned to the Integrated

Project Delivery core team to follow the project through-out its life cycle, actively participate in all

workshops, and witness all Factory and Site Acceptance Tests. This will ensure that Operational needs

are represented at all key junctures and that Operations understands the underlying reason for technical

decisions. If it is not possible to assign dedicated Operations staff then we recommend that Operations

participate in all Process Control Narratives workshops as well as standards development workshops

relating to HMI configuration, alarm management, and reporting.

Implementing a smaller subset of the total system as a pilot (or test) project enables the delivery team to

prove out concepts, validate standards, and identify unforeseen integration issues. In addition to lowering

the risk and optimizing delivery for the larger system, Pilot Projects also provide Operations and SCADA

Support staff with the opportunity to gain experience with the new system early in the upgrade process. In

addition to Operations participating in the Factory and Site Acceptance Testing for the Pilot Project,

Emerge recommends the following additional knowledge transfer opportunities:

Training of O&M staff prior to deployment of the software to site. The simulator developed for

testing purposes would be used to provide staff with hands-on training. An overview of systems

standards, with an emphasis on operator interface standards, would be included in this first O&M

March 27, 2013


training session. Training sessions will be recorded so that O&M staff can revisit them at anytime

from their SCADA or training workstations.

O&M Manuals would be created and published prior to commissioning so that they are available

to O&M staff. Our team recommends that O&M manuals be incorporated into SCADA as context

sensitive help.

After the training, a single test system would be maintained for a number of weeks to provide

Operator’s with an opportunity to do self-study prior to commissioning. Our development team

would be available to answer questions and provide support as required. This test system could

become a permanent feature for ongoing self-study by Operators.

A post-implementation evaluation period would be facilitated for 14 days of continuous operation.

During this time Operators would be encouraged to log issues (both problems and

enhancements) to an Issues Log which the IPD team would monitor. At the end of the evaluation

period, we would facilitate a workshop with Operations to review their feedback and reach

consensus on desired changes.

For each of the remaining facilities (or groups of facilities), our team recommends that O&M staff

participate in the Process Control Narrative Workshop, review the submitted PCN and test plan,

participate in the FAT, pre-deployment training, and SAT. E-Merge commits to recording each training

session and ensuring that are development staff members are available to your O&M staff for ad-hoc

support and training.

March 27, 2013


Question 9

Explain in detail the method used to size the overall system defined in the Conceptual Drawing? Is

the size proposed typical for a water/wastewater utility with 125 sites?

The RFP identified the following technologies:

Wonderware System Platform 2012 or Current Version

VMware based application, historian, and terminal servers

Microsoft 2008 Server or current version

Allen-Bradley CompactLogix PLCs

RS Logix 5000 Enterprise PLC programming software

Local HMI displays, including thin clients and panel mounted Operator Interfaces with integrated

I/O

Additionally, the following ancillary systems were listed in the RFP:

Physical security and Access Control

Video Monitoring Systems – including IP Cameras

IP radios

IP cellular modems

Cyber Security

The RFP states that there are 3,000 separate data points representing monitor and control information

from 125 sites. If we assume that each data point represents a physical device (i.e. pump status or flow

measurement instrument), then we can assume that there an average of twenty-four (24) physical

devices per site that are required to be represented within the new PWCSA SCADA system.

The Wonderware System Platform software uses “Application Objects” to represent physical devices with

common attributes. For example, a simple Digital Alarm, like a Door Alarm, will really only have one

attribute – Alarm On or Off. However, a more complex device such as a Pump can be modeled with

several attributes – Run Command, Run Status, Alarm Status, Speed Command, Speed Feedback, and

Runtime. All of these attributes

are considered as an I/O point

within System Platform. So, in the

case of the Pump example we

would have one (1) Application

Object in System Platform with six

(6) separate attributes (or I/O

points). With these guidelines in

mind, we have assumed that we

will average twenty-four (24)

Application Objects representing

an average of sixty (60) I/O points

for each site, for a total Application

Object count of 3,000 and a total

I/O count of 7,500.

Figure 2- System Platform Application Object

March 27, 2013


We have built in application redundancy at the System Platform Device Integration (DI) Server for all I/O

communications, and at the Application Object Server (AOS) Server level for all Object scanning. If a

partner server fails for the DI Server or the AOS Server, then the remaining server will immediately

assume the failed server’s processing load. This design has been thoroughly vetted and approved by

InSource Solutions Application Engineers.

Based on the above, a starting point for the Wonderware System Platform would be sized as follows:

System Platform 2012R2, 25K IO/5K History - Application Server 25K IO with 4 Application Server

Platforms (comes standard with 4 Application Server platforms), Historian Server 5K Tag Enterprise

Edition, 2 Device Integration Servers. Depending upon the SA’s needs for historization – the Historian can

be scaled up to 12K, 25K, or 50K tags.

We have also built in redundancy and load balancing at the HMI level using the ACP ThinManager

software package. The ThinManager Redundancy technology provides normal runtime load balancing for

even distribution of client sessions across Terminal Servers. If one of the Terminal Servers becomes

unavailable, then all client sessions will automatically reconnect to the available Terminal Server. An

additional HMI Client Terminal Server was added to the “SCADA DMZ” for Corporate VPN access outside

of the trusted SCADA network. This approach was taken with Cyber Security best practices in mind. Our

design approach using InTouch for Terminal Services and ACP ThinManager is easily scaled to

accommodate more Terminal Servers as needed.

The beauty of the design we have proposed is that we can scale up (or down) as needed. This is because

of the modular SCADA software and Virtualization.

During the preliminary design phase, we shall use the information gathered during the workshops to

finalize the overall system architecture and right size it to address your needs.

Additionally, find attached architecture diagrams from Spotsylvania County that highlights a similar

architecture using virtualization and SCADA technologies (FactoryTalk View as the SCADA headend with

A-B ControlLogix PLCs). Also, attached are the architecture diagrams for New Kent County – which is a

“Unified” solution not only for the D&C distribution system, but also all Water and Wastewater Operations.

It consists of GE IP iFIX SCADA headend with A-B ControlLogix PLCs, SLC 5/05 and MicroLogix PLCs.

Please see Appendix A for Architectural Diagrams.

March 27, 2013


Question 10

Is there a warranty provided for any period from the date of beneficial use?

E-Merge proposes to provide standard warranty period of one year from substantial completion of a

facility for hardware and workmanship failures. Our warranty coverage will cover repairs or providing and

installing new equipment that has failed due to a manufacturer’s defect or due to workmanship (including

programming, configuration, etc.) faults. During the warranty period, E-Merge will respond within four (4)

hours to initial phone calls from the Service Authority and will provide personnel on-site within one (1)

business day if required to resolve the issue.

E-Merge’s warranty will be supplemented by the manufacturers’ extended warrantees as appropriate.

SCADA system hardware will be ordered with 3-year next business day on-site service. Software will be

purchased with the vendor’s customer support contracts which will be kept current by E-Merge throughout

Phase 4 of the project and will be extended for the year following completion. All on-going support

contracts will be transferred to the Service Authority at completion of the project.

E-Merge will install software vendor’s recommended patches and upgrades for the HMI software and

operating systems. We will review new patches and software to be installed from these vendors on a

monthly basis and keep all systems up to date with recommendations. Software updates will be done in

cooperation with the Service Authority’s SCADA personnel for purposes of training and knowledge

transfers during this work.

If there are any other warranty requirements or extended warranty periods that the Service Authority

would like us to consider, we are open to discussing these as well.

March 27, 2013


Question 11

Based on the staff resource categories provided in your proposal, what percentage of the overall

budget for a project like this would each job likely require?

Our team takes the approach of ensuring the right staff members are brought into the project at the right

time and in the right mix to optimize both the quality of our deliverables and the overall project cost.

Our Project Manager Jim Lester and Team Leads - Dean Foote and Padraic Gray are

professionals with decades of experience planning and implementing SCADA migrations for

operating water and wastewater utilities. They understand and have developed strategies to

mitigate the operating impact and potential risk that each SCADA transition represents.

To leverage our team’s experience, developing SCADA design and software standards, we will

use our team’s most senior and skilled staff members for standards development and Pilot

Project. Having defined, validated and refined the standards for the project, these people will lead

future project phases to provide team oversight, support, and standards compliance.

Our highly skilled but less experienced and lower cost staff members will play a much larger roll

on project phases that follow the Pilot Project where they will be applying the standards

developed during the Pilot.

The table below provides an initial estimate of labor classifications, phases and the % involvement with

respect to the tasks.

Table 6 - Initial Labor Estimate

Labor Classification Phase 1

Pilot Site Design

Phase 2

Pilot Sites Construction Configuration

Phase 3

Full System Design

Phase 4

Full System Construction Configuration

Project and Quality Management

Project Manager 70% 70% 70% 70%

Phase Leader (DF, JL) 10% 10% 10% 10%

Quality Assurance 20% 20% 20% 20%

Total 100% 100% 100% 100%

System Architect Preliminary Design and Detailed Design

Design Task Lead 80% 25%

Design Engineer 20% 75%

Total 100% 100%

System and Software Design, Development, Test, and Commission

System Task Lead 85% 25%

System Engineer 15% 75%

Total 100% 100%

Construction Management

Phase Leader/Project Manager 20% 20%

Construction Admin Staff 80% 80%

Total 100% 100%

March 27, 2013


Question 12

Please describe your field data collection process for preliminary and final design in detail.

Our team will make the best use of time available at field locations to efficiently collect data while

minimizing the number of visits. Our team will use experienced Engineers familiar with SCADA, control

and instrumentation equipment while performing the site visits. These Engineers will use a customized

Site Inventory Checklist while performing the field visits to ensure all aspects of the facility are inspected

and evaluated. The site visit will also include the use of descriptive digital photography to supplement

information collected on the check list. This is a method that members of our team have successfully used

on previous projects involving SCADA system designs and installations for multiple types of facilities. We

have included a sample of the Site Visit Checklist similar to what would be used for this project, included

as Appendix B.

A general checklist will be used to collect preliminary data and record the general arrangement and

condition of the existing equipment. The specific final check list will be developed based on the

information gathered during the different workshops once we have a firm understanding of the existing

equipment to be demolished and new equipment to be installed. The checklist will help ensure that the

Engineer is able to effectively evaluate and collect data for the different aspects of the work and

equipment required for the installation.

March 27, 2013


Question 13

Please describe your approach/philosophy on alarm management.

Our team will work with PWCSA to develop and implement a set of alarm management best practices

using the steps outlined below. We have often seen systems developed by other where the operators are

in information overload mode, and therefore ignore all alarms. Ensuring that alarms are meaningful and

that operators are not overwhelmed with nuisance alarms is accomplished by classifying alarms based on

criticality and implementing “smart alarming” strategies. Condition-based alarming (“smart alarming”)

adjusts alarm properties based on the mode of operation. For example, a low-flow alarm is not activated if

the supply pump is not running. We want to provide an alarm management system such that the different

consumers of alarms (operators, maintenance, etc.) take the alarms seriously and perform appropriate

actions. Outlined is a structured methodology that we have successfully implemented:

Table 7 - Structured Alarm Management Methodology

Step Description

Step 1 Develop a standardized approach for the development, institutionalization, and

maintenance of alarms throughout the entire SCADA system (i.e. Water and

Wastewater Operations). Some examples of topics to be reviewed are configuration

of alarm priorities to ensure faster response times to critical alarms, alarm areas to

ensure proper routing to personnel, and alarm security to ensure acknowledgement

by authorized personnel.

Step 2 Create a document that will be used a guideline during development,

institutionalization, and maintenance of the new SCADA system to ensure all alarms

comply with the philosophies set forth in Step 1.

Step 3 Implement strict security and change management policies to ensure that the SCADA

system alarm properties do not deviate from the philosophies set forth in Step 1. This

step should also include implementation of periodic system audits to ensure

compliance.

Step 4 Develop and implement real-time alarm management techniques to support all

operational scenarios. An example would be disabling a field device’s alarm state

based on a failed PLC input channel, and subsequently displaying a unique animation

on the HMI screen that is adjacent to the device value to provide visual feedback of

the faulty input.

Step 5 Implement long term SCADA system alarm control and maintenance tools and

procedures:

a. Alarm History data collection and performance benchmarking to determine

strengths and deficiencies.

b. Identify “Bad Actor” alarms within the SCADA system, where the term “Bad

Actor” refers to an alarm (or subset of alarms) that can be associated with

operator overload (e.g. nuisance alarms or alarm floods).

(Note: This approach is an adaption of the guidelines set forth under American Petroleum Institute

Recommended Practice 1167 (API RP 1167), which was used by E-Merge to create the Alarm Response

Management system put in place at Washington Gas to meet the requirements set forth under 49 CFR

Part 192. Even though the API RP 1167 guidelines were designed for Natural Gas Pipeline operators, the

approach is sound for all industries, including Water/Wastewater Utility operators. Other Alarm-Event

standards include ISA-S18 and EEMUA 191).

March 27, 2013


Question 14

Please describe your approach to reporting, in reference to translating the historical data

collected by the SCADA system into useful information. The SA is interested in how data is turned

into useful information, both with on-screen and printed reports. The response should cover the

offeror’s approach to determining stakeholders’ needs, and describe the data presentation

packages they typically utilize.

Our team follows a structured approach to report development which starts with the creation of a Report

Narrative. The Report Narrative serves the same purpose for report development that a Process Control

Narrative/Strategy serves for the development and testing of control system programming.

The Report Narrative describes the purpose and function of a Report (or Dashboard) in plain English as

well as in a format that enables a programmer to build and test the report. The Report Narrative

documents the report owner and controls; report purpose, distribution, and frequency; report description;

data sources, data elements; calculations, and exception handling. The following are included with each

Report Narrative as appendices: formatted report or dashboard for final presentation of report data; and

procedures and test forms for performing a Client Acceptance Test.

The steps that we follow in developing and validating reports are as follows:

Step 1 – Inventory Existing Reports: Inventory existing reports in an Excel or Access database and

identify report name, description, owner, and frequency. Collect and organize existing reports in a single

location. We will submit the Report Inventory to the Service Authority (SA) for your review.

Step 2 – List of Required Reports: Workshop or meeting with report stakeholders to validate the Report

Inventory and determine the following: which reports will be retained?, which reports need to be

modified?, and new reports?, report priority?. We will update the Report Inventory based on SA feedback

to create a list of required reports and re-submit.

Step 3 – Report Narratives: We will write report narratives for the highest priority reports by reviewing

existing reports (if available) and interviewing the identified report owners. Draft report narratives will be

submitted to the Service Authority for review and we will meet with report owners (if necessary for

clarification). Report Narratives will be finalized based on feedback from SA report owners.

Step 4 – Report Development Standard: Prior to developing the first reports, we will develop a Report

Development Standard that documents: how reports are to be executed and distributed, the standard

structure of reports, file and variable naming convention, and define re-useable, common functions and

procedures.

Step 5 – Develop, Test and Deploy: We will develop the highest priority report to validate the standard

developed in Step 4. The report will be bench tested using the test procedure and forms documented in

the narrative. Following successful completion of the bench test, the report will be deployed to site and a

Client Acceptance Test will be performed with the report owner.

Notes:

A. The SA’s Core SCADA team will have an active participation in all steps but especially steps 4 and 5.

We anticipate that the SA’s Core SCADA Team will write and test a number of reports, with the

assistance of our report developers, to ensure that they are familiar with the reporting standard and

can support report enhancement and development post implementation.

B. Step 5 will be repeated for all reports. However, following the completion of the first report we

anticipate that reports will be grouped (probably by owner) for development and testing.

C. Issues identified during testing will be resolved and the final report will be released for use by SA

March 27, 2013


staff. A Report Issues Log will be started during the first Client Acceptance Test and maintained for the

development of all reports. If report problems are identified post implementation these will be

recorded in the Issues Log for resolution.

D. The Report Standard will be updated as report development progresses to capture any revisions or

enhancements to the standard.

E. The final step for reach report will be updating the Report Narrative to reflect the as-built state of the

final report.

Data Presentation Packages:

Wonderware technology is tightly integrated with Microsoft on Operating System, Database, Framework

and Web Technology levels. Connectivity to multiple data sources including those listed above (and many

more) is standard. Below is a sample (not meant to be an all-inclusive list) of different database or

database connectivity options available. Wonderware Historian, OSI Pi, Access, Excel, Text File, CSV,

Tableau Data Extract, Aster Data nCluster, Cloudera Hadoop Hive, Firebird, Greenplum, IBM DB2, MS

Analysis Services, Powerpoint, MSSQL, MapR Hadoop Hive, MySQL, Netezza, OData, Oracle, Oracle

Essbase, ParAccel, PostgreSQL, Progress OpenEdge, SAP NetWeaver Business Warehouse, Sybase

IQ, Teradata, Vectorwise, Vertica, Windows Azure Marketplace DataMarket, Other Databases (ODBC)

For Reporting.


Client

Wonderware Historian Client

provides rich data analysis

and reporting capabilities to

maximize the value of

information stored in the


database. Wonderware

Historian Clients are

integrated with Microsoft

Office components to deliver

data-trend and numerical

data analysis using

Microsoft Excel,

comprehensive data

reporting using Microsoft

Word, and the capability to

publish real-time and

historical plant information

to the Web or company

intranet site using

Wonderware Information

Server. We have deployed

reporting for several

customers using the

Historian Client, especially

for trending purposes.

Figure 3 - Wonderware Historian Connectivity

March 27, 2013


Key capabilities of Wonderware Historian Clients include:

Real-time and historical data trends and reports

Integrate diverse HMI and ArchestrA namespaces within a single interface

Simplified data queries which understand your process and information needs

Integration with and support for Microsoft Office® via Excel® and Word® add-ins

Integration with ArchestrA System Platform components including Wonderware Historian and

Wonderware Information Server

Figure 4 - Trend Chart Created with Historian Client

Wonderware Historian Client may or may not be adequate for the SA’s reporting needs. Wonderware has

recently acquired a new product called Dream Report: http://dreamreport.net/en/dream-report/dream-

report-product.html. It has a graphical and intuitive report designer – and one can create new reports from

previously saved templates. Additionally, the product has a built in web portal - distributing and sharing

reports over the Internet/Intranet. Users can easily browse and display PDF reports from the current

project running or generate new reports on demand. E-Merge has not used this product – but it does

appear to be promising.

Other reporting packages that we have successfully deployed include:

Crystal Reports.

Customized reporting via MS SQL Server Reporting Services.

ASP.Net frontend with MS SQL Server backend.

http://dreamreport.net/en/dream-report/dream-report-product.html

http://dreamreport.net/en/dream-report/dream-report-product.html

March 27, 2013


VB.Net frontend with Access/MS SQL Server backend.

XL Reporter from SyTech, Inc.

MS Excel Reports.

Rockwell FactoryTalk VantagePoint.

March 27, 2013


Appendix A – Architectural Drawings

This page was labeled proprietary by E-Merge and has been redacted.

March 27, 2013


Appendix B – Sample Site Visit Checklist

Date/Time:________________ Site Visit Checklist RTU/PLC Location

Facility Name/Address: _____________________________ Type: _____________________ GPS Coords: _____________________________________ Elev: ______________________ Type of Ex. Controls: _______________________________________________________________ RTU/PLC Manf. Name/ Model or Number: ______________________________________________ Communications/Ports (used & available): ______________________________________________ Process Area or Location: ___________________________________________________________ Number of Physical I/O AIs: ________ AOs: ________ DIs: ________ DOs: ________ Estimate Used/Spare: AIs: ____/____ AOs: ____/____ DIs: ____/____ DOs: ____/____ Type and Number of PLC Modules Power Supply Type: ________________________________ Quantity: _______ Analog Input Card Type: ________________________________ Quantity: _______ Card Type: ________________________________ Quantity: _______ Analog Output Card Type: ________________________________ Quantity: _______ Card Type: ________________________________ Quantity: _______ Discrete Input Card Type: ________________________________ Quantity: _______ Card Type: ________________________________ Quantity: _______

Discrete Output Card Type: ________________________________ Quantity: _______ Card Type: ________________________________ Quantity: _______ Other (Indicate Function) Card Type: ________________________________ Quantity: _______ Rack Arrangement: Indicate location of PLC/ Power Supplies, I/O Modules and Spare slots:

Type of Enclosure(s) – NEMA Rating, material, paint, general condition/UL Certified: ______________________________________________________________________ Communications Method: WAN/LAN Details: ______________________________________________ Radio Details: ______________________________________________ Other Details: ______________________________________________ Control Panels / Equipment: UPS/Battery Backup (Type, Manufacturer, Model): ______________________________ Power Supply (type, manufacturer, model #): __________________________________ Surge/Lightning Protection (type, manuf., model #): _____________________________ Power Supply (type, manufacturer, model #): __________________________________ Environmental Issues (A/C, Corrosive Gases, Dust, etc.): ________________________ _______________________________________________________________________

Description of Process Equipment, Operations and Local Controls (Pumps, VFDs/RVSS, Motor Control, Number/Type of Motors, OIT, local controller, switches, readouts, tanks, etc.): ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ Instrumentation/Devices:

Level Sensor: Float Switches

Pressure Sensor: Pressure Switches

Flow Meter: Analyzers:

Security Devices: Power Monitor:

Generator: ATS:

Surge Protection: Intrinsically Safe Barriers::

Intrinsically Safe Relays:

Intrinsically Safe Barriers::

Other: Other:

Current Problems or Issues Overheating Notes: ________________________________________ Corrosion Notes: ________________________________________ Surge/Lightning Prot. Notes: ________________________________________ Hazardous Area Notes: ________________________________________ Installation Issues Enclosures Notes: ________________________________________ Instruments Notes: ________________________________________ UPS Notes: ________________________________________

Other Notes: ________________________________________ Equipment Failures Notes: ________________________________________ Expansion Capacity Notes: ___________________________________________________ Communications Notes: ___________________________________________________ Antennas/Cables/Masts Notes: ___________________________________________________ Terminations/Splices Notes: ___________________________________________________ Wire Labels Notes: ___________________________________________________ Security/Intrusion Notes: ___________________________________________________ Locking Panel Notes: ___________________________________________________ Lighting (Area, Enc.) Notes: ___________________________________________________ Other Notes: ___________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ Photo Checklist:

Enclosure Label: ___________ RTU/PLC Label: ___________ I/O Cards Label: ___________ Terminals Label: ___________ Power Supply Label: ____________

Modem Label: ____________ OIT/Display Label: ___________ Network Eq. Label: ___________ Building/Facility Label: ___________

Other Label: ___________

Generator Label: ___________

ATS Label: ___________ Other Label: ___________ MCC/VFDs Label: ___________

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