SCADA Replacements Project RFP - ACWD
Transcript of SCADA Replacements Project RFP - ACWD
REQUEST FOR PROPOSALS
FOR PROFESSIONAL SERVICES
IN SUPPORT OF THE
SCADA REPLACEMENTS PROJECT
JOB 21266
PROPOSALS DUE:
April 2, 2020
2:00 p.m.
ALAMEDA COUNTY WATER DISTRICT 43885 South Grimmer Blvd., Fremont, California 94538-6348
(510) 668-4499 Engineering Office
(510) 651-1760 Engineering Fax
www.acwd.org
ALAMEDA COUNTY WATER DISTRICT
REQUEST FOR PROPOSALS
FOR PROFESSIONAL ENGINEERING SERVICES
SCADA REPLACEMENTS PROJECT
Table of Contents
1.0 INVITATION TO SUBMIT A PROPOSAL ...................................................................... 1
2.0 BACKGROUND ................................................................................................................. 3
3.0 GOALS AND OBJECTIVES ............................................................................................. 4
4.0 SERVICES TO BE PROVIDED AND DRAFT SCOPE OF WORK ................................ 5
5.0 SCHEDULE ....................................................................................................................... 14
6.0 ADDITIONAL REQUIREMENTS ................................................................................... 14
7.0 COMPENSATION ........................................................................................................... 14
8.0 PROPOSAL REQUIREMENTS (Minimum) ................................................................... 15
9.0 CLARIFICATION OF PROPOSALS/WITHDRAWAL OF REQUEST FOR
PROPOSALS ..................................................................................................................... 19
10.0 SUBMISSION OF PROPOSALS...................................................................................... 20
11.0 EVAULATION OF PROPOSALS .................................................................................... 21
12.0 CONSULTANT SELECTION SCHEDULE (Subject to change) .................................... 22
13.0 CONFIDENTIALITY........................................................................................................ 23
14.0 DATA AVAILABLE FROM ACWD ............................................................................... 23
List of Appendices
Appendix A – Contract for Professional Services Agreement Standard Form
Appendix B – Request for Proposal Non-Disclosure Agreements
Appendix C – Minimum Requirements Form
Appendix D – ACWD AutoCAD Standards
Appendix E – Existing SCADA Files and Communication Network Diagram*
* To be released upon execution of Non-Disclosure Agreement (See Appendix B) for release of
confidential documents/information for request for proposal.
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ALAMEDA COUNTY WATER DISTRICT
REQUEST FOR PROPOSALS (RFP)
FOR PROFESSIONAL ENGINEERING SERVICES
SCADA REPLACEMENTS PROJECT
1.0 INVITATION TO SUBMIT A PROPOSAL
The Alameda County Water District (District or ACWD) supplies water to a population of over 357,000
in the cities of Fremont, Newark, and Union City. The District was established in 1914 by the state
legislature under the California County Water District Act and is governed by a five-member Board of
Directors. It was originally created to protect the groundwater basin, conserve the waters of the
Alameda Creek Watershed, and develop supplemental water supplies, primarily for agricultural use. In
1930, urban water distribution became an added function of the District. Today, the District provides
water primarily to urban customers.
ACWD invites your firm (“Proposer” or “Consultant”) to submit a proposal to provide engineering
consulting services in support of the SCADA Replacements Project, ACWD Job No. 21266 (Project).
A non-mandatory project briefing will be conducted at the ACWD Office, 43885 South Grimmer
Boulevard, Fremont, California at 8:30 a.m., March 12, 2020, with the District’s Project Engineer,
Rosy Chan. The purpose of the project briefing is to provide a project overview, present the draft scope
of services for this project and allow the consultants attending the meeting to ask questions about the
project and Request for Proposals (RFP).
Proposals will be received at the District Office, Engineering Department, 43885 South Grimmer
Boulevard, Fremont, California 94538, until 2:00 p.m., Pacific Standard Time (PST), April 2, 2020.
All responses to this RFP become property of the District and will be kept confidential until a
recommendation for award of a contract has been announced. Thereafter, submittals are subject to
public inspection and disclosure under the California Public Records Act (Cal. Govt. Code Sections
6250 et seq.). Therefore, unless the information is exempt from disclosure by law, the content of any
proposal, request for explanation, exception, or substitution, response to these specifications, protest, or
any other written communication between the District and any Proposer regarding the procurement,
shall be available to the public.
All responses to this RFP become property of the District and will be kept confidential until a
recommendation for award of a contract has been announced. Thereafter, submittals are subject to
public inspection and disclosure under the California Public Records Act (Cal. Govt. Code Sections
6250 et seq.). Therefore, unless the information is exempt from disclosure by law, the content of any
proposal, request for explanation, exception, or substitution, response to these specifications, protest, or
any other written communication between the District and any Proposer regarding the procurement,
shall be available to the public.
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2.0 BACKGROUND
Multiple District facilities, including its treatment plants, water production wells, water storage facilities,
booster and pressure-regulating stations, groundwater recharge facilities, and interconnections to other
water utilities, are required to facilitate the supply, treatment and distribution of potable water
throughout the District’s service area. In total, five (5) major SCADA systems (Distribution, WTP1,
WTP2, Blender & Desal), and five (5) Kiosk Style SCADA systems (Rubber Dam 1, Rubber Dam 3,
Mission, Bunting & Kaiser Fish Screens), are used to control and automate these various facilities.
Looking to the future the current SCADA platform (SCADA software suite and hardware architecture)
is not sustainable and cannot move ACWD forward into new SCADA & operational methodologies.
The District’s current SCADA platform is no longer well received in the water industry. This project is
intended to preempt any future issues regarding reliability or end of commercial life by replacing all of
the District’s SCADA systems. The new SCADA systems shall provide the full functionality of the
existing systems, but utilizing a modern architecture, the latest SCADA standards and best-in-breed
technologies.
The 2013 ACWD SCADA Master Plan identified a roadmap for modernizing the District’s SCADA
systems, including a number of pre-requisite tasks. The identified tasks are designed to prepare to the
District for the transition to a new SCADA platform by documenting the District’s acceptable standards
and practices, defining the new HMI experience, selecting a new SCADA platform, assessing support
staffing requirements, and additionally planning for platform management, configuration and
implementation. Following these tasks the District will replace each SCADA system, in accordance
with the implementation plan. To facilitate the implementation of the SCADA system replacements, the
District plans to issue a separate RFP to perform the design, development, configuration, testing, and
installation of the new SCADA systems.
The infrastructure implemented by this project shall be designed to have a maximum lifecycle, similar to
the existing SCADA system which was adopted 20+ years ago. Furthermore, the District has a suite of
existing hardware and software platforms that the new SCADA platform is expected to interface with:
Modicon 984, Momentum, Quantum, M340 and M580 PLC’s
Campbell Scientific CR800 data loggers
Microsoft SQL Server
Microsoft SQL Reporting Services
Modbus, Modbus Plus and Modbus/TCP communication protocols
Microsoft Server 2016
Microsoft Office 365
Citrix Server. (The existing SCADA application is currently delivered via Citrix which requires
multifactor authentication)
VMware
JD Edwards 9.1 Enterprise Resource Planning (ERP)
GIS
Cityworks CMMS
LIMS
Hydraulic Model
AMI
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Others, as required
The District has implemented hundreds of custom scripting and subroutines over 25 plus years lifecycle
which extend beyond basis control and trending functions to meet the needs of the end users.
Additionally, various databases have been established for the purposes of water supply management,
operations, reporting, maintenance and compliance needs. A few examples of the existing script files are
available as part of Appendix E. There are hundreds of these files that are being used throughout the
SCADA systems across the District. Consultant shall provide solutions to address these custom scripting
topology in the new SCADA software platform based on the needs of the end users.
Currently there are limited District-owned communication facilities and considerable effort is required
to establish new communication links.
3.0 GOALS AND OBJECTIVES
The District’s ultimate goal is to have a modern SCADA system that can move the District forward for
the next 20+ years in alignment with the District’s strategic objectives. The project scope will be
finalized through the Consultant’s work; however, the following are primary project goals:
1. Cybersecurity – Select a SCADA platform that complies with latest Cybersecurity framework
standard NIST 800-53 and industry best practices.
2. Standardization – Deploy SCADA systems that support modern industry best practices, the
District’s preferred practices, and enhance system deployment and maintenance efficiency.
3. Resiliency and reliability – Implement SCADA systems with safety measures that allow quick
recovery from disturbances and threats.
4. Futureproof – Select a SCADA platform of maximum lifecycle and compatibility with current
and future technologies (ie Modicon PLCs and Industry 4.0).
5. Workforce efficiency and absorption – Develop SCADA system designs that enhance the
Operator experience and situational awareness, while minimizing support staffing overheads.
6. Schedule and value – Meet project schedule and value expectations.
Time is of the essence. The Consultant shall ensure available resources, as necessary, to facilitate work
in a timely fashion.
To meet the goals of this Project, the Consultant’s primary objectives are to help the District:
Execute the scope of services as defined herein.
Understand the District existing technology and architecture.
Understand how a new SCADA platform integrates into the District’s core business.
Consider the overall usage and support for the new SCADA platform.
Consider national and local market trends regarding product viability, support services, hardware
lifecycle, staffing, training, etc.
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4.0 SERVICES TO BE PROVIDED AND DRAFT SCOPE OF WORK
The District is requesting proposals from qualified firms to meet the project goals and objectives described in Section 3.0.
The scope of professional services described below is a draft and the activities and deliverables listed are those anticipated by the District to meet the project goal. It is the District’s expectation that the Consultant will use their expertise to customize each task (including a further breakdown into subtasks) in order to improve the District’s ability to meet project goals in the most expeditious and cost-effective manner. Based on their experience, the Consultant may identify additional elements needed to meet the project goals.
The work, at a minimum, is anticipated to include the following tasks:
Task 1: Business Case Assessment The purpose of this task is to perform an assessment on the business need of implementing the new SCADA system infrastructure. The assessment shall be based on technology advance, industry new standards, government regulations, optimization, organizational need, resources availability, obsolescence of existing infrastructure, etc. The business case shall include the cost-benefit analysis and shall provide tools necessary to determine whether or not the project is worth the required investment. The Consultant shall utilize various stakeholder inputs when establishing the business case. The business case shall also include risks associated with implementing the new project and ways to mitigate them as they become necessary. Once the initial business case is developed, the Consultant shall periodically review and monitor the business case to ensure the project meets the requirements that are stated in the business case assessment. Deliverables:
Draft and Final Business case report in MS-Word format. Presentation of the summary findings to the District’s Board of Directors.
Task 2: As-Builting Existing SCADA Architecture The purpose of this task is to perform a system assessment of existing SCADA infrastructure. At a minimum, the process of as-builting existing SCADA architecture shall include identifying the number of SCADA related computers, servers and clients, physical locations, and IP addresses; evaluating the type of existing PC hardware and software will work with new architecture; additional equipment that are currently being utilized as part of existing SCADA system; and existing SCADA architecture including tag database, communication protocols, network interfaces, driver versions, etc. Deliverables:
Existing SCADA Architecture Network Diagram in both Microsoft Visio and PDF format; List of all the equipment and devices identified in MS-Excel format.
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Task 3: Existing SCADA System Documentation
The purpose of this task is to develop the complete and comprehensive set of documentation that will be
maintained for District’s SCADA Systems along with an audit of existing SCADA System
documentation. The best examples of each type of documentation shall be identified to serve as sample
documents/templates as well as developing new templates as required. Subsequently, a prioritized set of
existing documentation shall be upgraded to the standards developed under Task 5. Priorities shall be
assigned based on the operational criticality of the related SCADA equipment. In some cases, the
development of new documentation may be required. The remaining documentation shall be upgraded
on an ongoing basis as needed. Under this task, Consultant shall also include the implementation of a
document management process that will be used to maintain SCADA documentation moving forward.
Deliverables:
Technical Memorandum of Existing SCADA System Documentation for Distribution SCADA in
a suitable electronic format.
Technical Memorandum of Existing SCADA System Documentation for each Plant SCADA in a
suitable electronic format.
Task 4: Needs Assessment
The purpose of this task is to perform a systematic process to determine the needs of the stakeholders in
the new SCADA platform. The main objective of the Needs Assessment (functional assessment) is to
help guide the Project Team when selecting and designing a suitable SCADA system. The District does
not currently have a Needs Assessment developed for this purpose. Consultant shall develop and execute
a method by which to understand and rank the District’s organizational needs from the SCADA system.
The information gathering phase of the assessment may include a combination of review of prior work,
staff interviews, workshops, policy and standard procedure review, and other means as proposed by the
Consultant.
Deliverables:
Needs Assessment Report in MS-Word format.
Task 5: HMI Standards Development
The purpose of this task is to develop detailed standards for the HMI software that will be implemented
throughout the District’s facilities. These standards shall define the manner in which HMI screens
should be configured and shall address issues such as: basic screen layout, standard symbol sets, color
standards, screen navigation, operator control sequences, alarm presentation, etc. The purpose of the
HMI Standards is to create a common look-and-feel for HMI screens at all facilities and to provide the
operator with a more intuitive and user friendly presentation of the most critical operating parameters.
The HMI standards will be applied to all significant graphic screen modifications and for all new
screens.
Deliverables:
Technical Memorandum of HMI Standards in MS-Word format.
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Task 6: SCADA System Governance Plan
The purpose of this task is to define a formal SCADA System Governance Plan. The plan shall define
specific roles and responsibilities that leverage both internal resources (Maintenance, Engineering, and
IT) and external resources (Consultants, Contractors and Vendors). The plan shall establish a
governance process for managing requests for new services to be reviewed and approved by appropriate
parties.
Deliverables:
Technical Memorandum of SCADA System Governance Plan in MS-Word format.
Task 7: Data Integration Plan
The purpose of this task is to review the current and future uses of SCADA System information within
the District. The review shall identify both the specific data points or categories of data and the specific
software packages (CMMS, GIS, LIMS, etc.) to be considered for integration. A conceptual design shall
be developed for an architecture which will achieve the desired data integration. The approach shall
leverage the Enterprise Historian implemented under Task 11 below along with the data mart
recommended by the existing IT Master Plan. User interface techniques, such as dashboards, web
interfaces, etc., shall also be defined under this task.
Deliverables:
Technical Memorandum of Data Integration Plan in MS-Word format.
Task 8: HMI Software Evaluation & Selection
The purpose of this task is to evaluate and select an HMI software product to be used for the
replacement of the existing software. A comprehensive set of functional requirements (based on HMI
Standards developed under Task 5) shall be defined for District’s existing and future HMI software.
These requirements shall include the desirable features of the existing software along with new or
improved features. These requirements will be used to evaluate a number of major, commercially
available HMI software packages on the market. The review shall be based on web research,
examination of product literature, and informal discussions with vendor representatives. Based on the
initial review, a list of three to five candidate HMI products shall be selected. The Consultant shall guide
the District in selecting final product that meets all the functional requirements as defined and satisfies
the needs of the project stakeholders.
Deliverables:
A matrix that shows a ranking system of a variety of HMI software products with functional
criteria in suitable electronic format.
Task 9: Alarm Management Plan
The purpose of this task is to define a standard approach for alarm/event management. Once a standard
has been developed, it will be utilized to improve the existing SCADA alarm systems and for future
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SCADA System upgrade/replacement projects. In addition, an Alarm Philosophy shall be developed
which provides guidance on how the alarms are defined in the future.
Deliverables:
Technical Memorandum of Alarm Management Plan in MS-Word format.
Task 10: SCADA Server Reconfiguration Plan
The purpose of this task is to develop a plan to reconfigure existing SCADA servers for each SCADA
System in a fully redundant, hot standby configuration. Process data, including historical data, shall be
collected by the on-line SCADA Server only; database files in the backup server shall be kept up-to-date
by the on-line server.
Task 10.1: Distribution SCADA Server Reconfiguration Plan
The purpose of this subtask is to develop a plan to reconfigure existing SCADA servers for
Distribution system. The Distribution SCADA system will require a different reconfiguration plan
and topology than other facility SCADA systems throughout the District.
Deliverables:
Technical Memorandum of SCADA Server Reconfiguration Plan in MS-Word format.
Task 11: Enterprise Historian Implementation Plan
The purpose of this task is to develop a detailed design for a centrally located Enterprise historian that
contains historical information from each of District’s facilities and the Distribution system. The
Enterprise historian shall provide a comprehensive set of historical data from all of ACWD’s facilities
and shall provide standard tools which allow users intuitive access to the data. The design shall also
include the necessary firewalls and/or de-militarized zone (DMZ) which provide non-SCADA users
secure access to historical data.
Deliverables:
Technical Memorandum of Enterprise Historian Implementation Plan in MS-Word format.
Task 12: Cybersecurity Plan
The purpose of this task is to develop a detailed overall security plan that is in compliance with latest
Cybersecurity framework standard NIST 800-53 and industry best practices. The plan shall include, but
not limited to, steps necessary to protect data being collected and handled in SCADA system, develop
multifactor authentication to remotely access SCADA system, create layers of security when interfacing
with various existing software platforms, control access to remote controllers by authorized personnel,
and recover from unexpected data loss and threats.
Deliverables:
Technical Memorandum of Cybersecurity Plan in MS-Word format.
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Task 13: Staffing Analysis
The purpose of this task is to conduct an in-depth assessment of the District’s SCADA platform and
database management among various departments/divisions. The District currently manages numerous
database systems for end-users to produce water quality monthly reports, recharge facilities reports,
water resources data, trending, and other engineering reports using current SCADA platform. The
District currently allocates 1x FTE, plus a small contract with a specialty outside consultant to manage
and maintain the SCADA system and process requests from end users from multiple work groups. Based
on the needs assessment developed under Task 4 and data integration plan developed under Task 7, the
Consultant shall perform a staffing analysis and recommend a detailed organizational and
workflow/business process optimization plan according to industry best practices. Additionally, the
analysis shall identify any changes to current workflow and/or resources necessary to support the new
SCADA system and database management systems moving forward.
Deliverables:
Technical Memorandum of Staffing Analysis Plan in MS-Word format.
Task 14: SCADA System Procurement RFP (Optional)
The Consultant who is selected under this RFP shall assist the District in developing Request for
Proposal to select future design and engineering firms to implement Pilot SCADA System at one of the
facilities as identified below. The scope of work for this optional task shall include, but not limited to,
assist in developing bridging documents to onboard a SCADA Integrator/Vendor who will be tasked
with the detailed design/build of the SCADA system. The Consultant shall assist the District in
developing cost estimates for performing Pilot SCADA system implementation; developing milestones
and schedules to prioritize implementation at future facilities; conducting bidder conferences; and
supporting in evaluating system integrators or software vendors to deploy pilot implementation.
The following are a list of facilities where new SCADA systems will be implemented. The order of the
facilities as shown below is arbitrarily and final order will change based on recommendation of the
Consultant and the District’s water production needs.
Major SCADA Systems
1. Blending Facility
2. Newark Desalination Facility
3. Water Treatment Plant 1 (WTP1) Facility
4. Water Treatment Plant 2 (WTP2) Facility
5. Distribution System Facilities
Kiosk Style SCADA Systems
1. Rubber Dam No. 1 Fish Ladder
2. Rubber Dam No. 3 Fish Ladder
3. Mission Fish Screen
4. Bunting Fish Screen
5. Kaiser Fish Screen
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Development of additional support contracts, identified by the Consultant and/or during prerequisite
tasks that fall outside the scope of a SCADA Integrator/Vendor, such as, but not limited to, IT services
and systems integration, etc., shall also be included in this task.
The District anticipates the project to be categorically exempt from the California Environmental
Quality Act (CEQA). Consultant who is awarded under this RFP shall support the District in CEQA
adoption prior to the pilot implementation phase under Task 15 below.
Technical specifications shall conform to the District’s standard four part CSI format and shall
complement the contents of the RFP contract documents. Work shall be submitted to the District when
50%, 90%, and 99% complete for review and comment. Finished (100%) work shall be submitted
signed and stamped by the Engineer of Record, who shall be a Professional Engineer registered in
California.
Format of complete deliverables:
50%, 90%, and 99% review:
o Design drawings – One (1) full-size and four (4) half-size hard copies, plus PDF and
AutoCAD 2018 formats.
o Technical Specifications – Four (4) hard copies, plus PDF and MS-Word formats.
o Cost estimates – in MS-Excel and PDF formats.
100% Complete:
o Bid and Construction Drawings – One (1) full-size and half-size District standard hard
copy on bond paper, plus an AutoCAD 2018 and PDF electronic version, which shall
include the appropriate consulting engineer’s stamp and signature.
o Bid and Construction Specifications – MS-Word and PDF formats, which shall include
the appropriate consulting engineer’s stamp and signature sheet.
o Construction cost estimate for inclusion in the project advertisement sheet – MS-Excel
and PDF format.
Task 15: Pilot Design and Implementation Support (Optional)
Once the Consultant has developed the RFP and the District has selected a SCADA system integrator or
a SCADA vendor under Task 14, the Consultant shall lead the design, engineering and implementation
activities performed by the SCADA system integrator and/or a SCADA vendor through completion of
pilot facility. The scope of work under this optional task shall include, but not limited to, providing
quality assurance and quality control to ensure development of SCADA system meets the standards and
procedures established under tasks 1 through 12. The Consultant shall act as a liaison between the
District and SCADA development team to address issues in a timely manner.
Task 16: Evaluation of Pilot SCADA System Deployment (Optional)
This optional task shall consist of providing services to assist the District with the evaluation of the pilot
SCADA system implementation. The Consultant shall use evaluation tools such as matrices, check list,
User Acceptance Testing (UAT) plans, staff interviews and surveys, security penetration tests, etc. and
supplemental means and methods to perform a complete evaluation of the pilot SCADA technology and
the District’s absorption of the technology. The Consultant shall summarize the findings from the
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evaluation process in a report to the District, and provide recommendations for any enhancements in
technology and/or business process. Raw data, check sheets, and matrices used in the evaluation shall be
included in the appendix of the report.
Deliverables:
Technical Memorandum of Pilot SCADA System Evaluation in MS-Word format.
Presentation of the summary findings to the District’s Board of Directors.
Task 17: Full Deployment Design and Implementation Support for TBD Facility 2 (Optional)
Similar to pilot implementation support task under Task 15, the Consultant shall lead the design,
engineering and implementation activities performed by the SCADA system integrator and/or a SCADA
vendor through completion of second facility based on established priority schedule developed by the
Consultant. The scope of work under this optional task shall include, but not limited to, providing
quality assurance and quality control to ensure development of SCADA system meets the standards and
procedures established under tasks 1 through 12. The Consultant shall act as a liaison between the
District and SCADA development team to address issues in a timely manner.
Task 18: Full Deployment Design and Implementation Support for TBD Facility 3 (Optional)
Similar to pilot implementation support task under Task 15, the Consultant shall lead the design,
engineering and implementation activities performed by the SCADA system integrator and/or a SCADA
vendor through completion of third facility based on established priority schedule developed by the
Consultant. The scope of work under this optional task shall include, but not limited to, providing
quality assurance and quality control to ensure development of SCADA system meets the standards and
procedures established under tasks 1 through 12. The Consultant shall act as a liaison between the
District and SCADA development team to address issues in a timely manner.
Task 19: Full Deployment Design and Implementation Support for TBD Facility 4 (Optional)
Similar to pilot implementation support task under Task 15, the Consultant shall lead the design,
engineering and implementation activities performed by the SCADA system integrator and/or a SCADA
vendor through completion of forth facility based on established priority schedule developed by the
Consultant. The scope of work under this optional task shall include, but not limited to, providing
quality assurance and quality control to ensure development of SCADA system meets the standards and
procedures established under tasks 1 through 12. The Consultant shall act as a liaison between the
District and SCADA development team to address issues in a timely manner.
Task 20: Full Deployment Design and Implementation Support for TBD Facility 5 (Optional)
Similar to pilot implementation support task under Task 15, the Consultant shall lead the design,
engineering and implementation activities performed by the SCADA system integrator and/or a SCADA
vendor through completion of fifth facility based on established priority schedule developed by the
Consultant. The scope of work under this optional task shall include, but not limited to, providing
quality assurance and quality control to ensure development of SCADA system meets the standards and
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procedures established under tasks 1 through 12. The Consultant shall act as a liaison between the
District and SCADA development team to address issues in a timely manner.
Task 21: Full Deployment Design and Implementation Support for Kiosk Style SCADA Systems
(Optional)
Similar to pilot implementation support task under Task 15, the Consultant shall lead the design,
engineering and implementation activities performed by the SCADA system integrator and/or a SCADA
vendor through completion of all kiosk style facilities. The scope of work under this optional task shall
include, but not limited to, providing quality assurance and quality control to ensure development of
SCADA system meets the standards and procedures established under tasks 1 through 12. The
Consultant shall act as a liaison between the District and SCADA development team to address issues in
a timely manner.
Task 22: Project Management (including Project Schedule)
The purpose of this task is to provide a project manager who, at minimum, will be responsible for the
following: a) project development and performance, including the preparation, submittal and updates of
a Project Schedule; b) quality assurance and quality control (QA/QC) of project deliverables c)
coordinate and manage consultant and sub-consultant work; d) prepare monthly project invoices,
e) prepare project status and final reports, as necessary; and f) communicate and correspond as necessary
with the District's Project Manager on all project-related issues.
The Consultant’s project manager shall be accessible to the District’s Project Engineer during normal
District working hours.
A project schedule shall be prepared showing each task, identifying milestones for physical assessment,
critical meetings/workshops, deliverables and District reviews. The schedule, including schedule
updates, shall be submitted electronically in both Microsoft Project (.mpp) and PDF file formats.
Schedule updates shall be submitted monthly, and no later than the first Friday of the month.
Task 23: Administrative Services
Task 23.1: Project Invoices
Monthly invoices will be prepared for the work completed by the Consultant during the past month
and will be submitted in accordance with Section 7.0 Compensation. Each invoice will include a
summary of any labor expenditures, direct costs, and billed subconsultant charges. Billing statements
will be organized such that the billing categories correspond with the scope of service tasks, and
where appropriate general versus specific charges are identified. A general summary of activities
occurring during the invoice period shall be submitted along with the invoice.
Task 23.2: Communications and Correspondence
The Consultant shall coordinate with the District to obtain additional information, to report progress,
or to schedule meetings or site visits, as needed. Communication shall be via phone, email, or other
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agreed upon communication. The frequency of the communications shall be as often as needed but no
less than daily to check in and report ongoing progress.
The Project Manager (PM) for the Consultant will be responsible for developing and implementing
any additional written or oral communication necessary to facilitate the ongoing review and
documentation of the project. The PM will elaborate on what additional communication methods and
forms they deem necessary for this project based on past experience with managing a project of
similar scope and complexity in the proposal they submit for the subject professional services.
Task 23.3: Meetings
The meetings described below shall be considered the minimum level of effort for this Project. The
number of meetings included in the Consultant’s scope of work should be consistent with the
consultant’s planned work approach and project schedule. Costs pertaining for attending and/or
participating in project meetings should be included within the cost for each project task.
At the minimum, the Consultant shall attend the following meetings:
1. Project Kickoff Meeting
The purpose of the project kickoff meeting is to meet the entire project team, including the District’s
Project Manager, other project stakeholders, and to discuss the project goals and objectives, roles and
responsibilities, project approach, schedule, communications and correspondence protocol. The
Project Kickoff Meeting shall occur at the District’s office and be attended by all key members of the
consultant team.
2. Project Progress Meetings
Progress meetings between the District and the Consultant are expected to be conducted on a weekly
basis to discuss the status of the various work tasks, including the development of deliverables as
identified under each task. Progress meetings shall be attended by the Consultant’s Project Manager
and SCADA Engineer.
During progress meetings, the Consultant shall be responsible for providing a short-term look ahead
schedule to summarize the work completed to date, and the anticipated work schedule over the next
4-8 weeks. Deliverables shall include agenda, presentation graphics, handouts, and
meeting/workshop minutes.
3. All necessary Project Workshops and Meetings associated with the execution of Project Tasks
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5.0 SCHEDULE
The preliminary schedule/milestones for the scope of work and tasks described within this Request for
Proposals are as follows:
Project Phases Expected Date for SCADA Replacement
Project Kick-off and Consultant Selection FY 19/20
Complete Pre-requisite tasks, Scoping, and SCADA
Deployment RFP FY 20/21
Procure SCADA Deployment Services at the Identified Pilot
Facility FY 21/22
Procure SCADA Deployment Services at Remaining
Facilities TBD
6.0 ADDITIONAL REQUIREMENTS
Prevailing Wages. The selected consultant or consultant team shall comply with the Labor Code Section
1770-1781 and all workers employed on or in execution of the project shall be paid not less than the
applicable current prevailing wage as determined by the Director of the Department of Industrial
Relations.
Registration with California Department of Industrial Relations. No contractor or subcontractor may be
listed on a bid proposal or awarded a contract for a public works project unless registered with
Department of Industrial Relations (DIR) pursuant to Labor Code section 1725.5 at the time of bid.
7.0 COMPENSATION
The Consultant will be compensated for services on a time and materials basis with a not-to-exceed cost
ceiling. Progress payments will be based on individual hours billed to individual tasks plus allowable
expenses. Compensation for sub-consultants and/or contractors will be limited to the same restrictions
imposed upon the Consultant.
The Consultant shall invoice ACWD for its professional services by task on a monthly progress payment
basis, with actual resources utilized per task, and provide an explanation for any variances including
steps necessary to keep or bring project back on schedule and/or within budget. Monthly invoices shall
be prepared for the work completed by the Consultant during the past month, and shall be submitted no
later than five (5) calendar days following the end of the previous month.
The Agreement shall commence on the date in which the Agreement is executed, and end on June 30,
2023. All unit prices, rates, and fees shall remain fixed through December 31, 2021. Price adjustments
to unit prices, rates, and fees shall be permitted in accordance with Section 7.1.
Reference is made to Section 9 of the ACWD Contract for Professional Services Agreement Standard
Form (Appendix A). Portions of the work may be subject to the California State prevailing wage rates
as defined by law. Therefore the Consultant shall comply with all applicable prevailing wage
requirements set forth in the California Labor Code Sections 1770 and 1781 inclusive.
RFP SCADA Replacements Project
Job No. 21266 15
7.1 Escalation Adjustments
All unit prices, rates, and fees shall remain fixed through December 31, 2021. The Proposer shall
include any escalation factors for billing rates required for the remainder of the Agreement. An
escalation adjustment shall be permitted only once during any 12-month period. The Proposer’s hourly
rate and escalation adjustment schedules shall be submitted in Volume 2 of the Proposal (reference 8.0
PROPOSAL REQUIREMENTS, Section 10: Proposal Costs)
8.0 PROPOSAL REQUIREMENTS (Minimum)
These instructions prescribe the mandatory proposal format and the approach for the development and
presentation of proposals. The Consultant shall carefully examine the RFP and be satisfied as to the
conditions to be complied with, prior to the Consultant submitting a proposal. The District may reject,
at its sole discretion, any Proposal submissions that deviate from these instructions.
Proposals shall be prepared simply and economically, providing a straightforward and concise
description of how the proposal has satisfied all the requirements of this RFP. Emphasis shall be on
completeness and clarity of content with sufficient detail to allow for accurate evaluation and
comparative analysis. Excessive or irrelevant materials will not be favorably received.
It is the Consultant’s responsibility to ensure that its Proposal is submitted in a manner that enables the
District’s Review Panel to easily locate all response descriptions and exhibits for each requirement of
this RFP. Page numbers should be located in the same page position throughout the proposal. Figures,
tables, charts, etc., should be assigned index numbers and should be referenced by these numbers in the
proposal text and in the proposal Table of Contents.
The following information must be included on each page of the proposal:
Proposal for Professional Engineering Services in Support of the SCADA Replacements Project
Job No. 21266
Month/Year
Page Number, formatted according to the following scheme: “Section No. – Page No”.
Example: Page 3-5 (represents Page 5 of Section 3)
The written proposal submitted to the District shall consist of two (2) volumes – Volume 1: Proposal
and Volume 2: Proposal Cost Data, each in a separate sealed envelope.
The proposal shall contain the following minimum elements:
RFP SCADA Replacements Project
Job No. 21266 16
Volume 1: Proposal
The Consultant must structure their proposal as a response to the instructions and questions detailed
below. Proposals shall be no more than 100 pages, not including the table of content, resumes, forms
and any proposal appendices. The written proposal shall be organized into the following sections:
Section 1: Administrative Documents
Section 1 may include cover letters, executive summaries, the completed Minimum Requirements
Form (signed and dated) included under Appendix C, and the table of contents.
Section 2: Project Understanding and Scope of Work
A. Understanding of Project Requirements and Method of Approach
Based on the available existing information, the proposal shall clearly communicate the Consultant’s
proposed approach to accomplishing the Work. The Consultant should communicate their
understanding of the Project through a discussion of the project requirements, and through the
articulation of criteria and resources required to complete the project.
B. Responses to the following questions:
1. Identify major steps necessary in upgrading SCADA systems prior to actual implementation.
2. What are the important factors to consider in selecting HMI software?
3. What approaches will be taken to as-build existing SCADA architecture and document
existing control narratives?
4. What are major challenges associated with upgrading SCADA systems at water treatment
and production facilities? And at water Distribution facilities?
5. Provide approaches to security and industry best practices that your organization have
implemented on other projects.
6. What are the industry best practices for SCADA system hosting environments?
C. Scope of Work
Provide a Scope of Work to be included in the ACWD Contract for Professional Services
Agreement. The Scope of Work shall consist of a detailed and comprehensive description of each of
the Consultant’s proposed work tasks. The description of work tasks shall include the proposed
methodologies, rationale, procedures and techniques to be utilized in this Project. Information on
any stated Optional items proposed by the Consultant shall be incorporated in this section. For each
work task defined in the Scope of Work, the Consultant shall include a list of deliverables
anticipated in completing the task.
RFP SCADA Replacements Project
Job No. 21266 17
Section 3: Project Staffing Plan
Project Team Organization Chart
Provide an organization chart for the proposed Project team and any subconsultants. The
organization chart shall clearly identify the project manager who will be the District’s main point of
contact and personnel responsible for coordinating key tasks.
Statement of Experience – Personnel
Identify the Project Manager, and senior level QA/QC project manager. Provide a short narrative of
each team member’s prior experience that will demonstrate their ability to successfully complete the
Project described in the RFP. Resumes of all proposed team members, including licenses and
certifications, shall be included in Section 8 of the Proposal. Modification to the Project team,
including substitutions and/or additions of key personnel not identified in the proposal will not be
allowed without prior approval by the District.
Statement of Experience - Subconsultants/Subcontractors
List proposed subconsultants or sub-contractors, and describe their expertise, qualifications, and
anticipated role in the Project. State the specific duties and pertinent experience of the
subconsultants, including all licenses and certifications. Resumes of all proposed Subconsultant
project team members, including licenses and certifications, shall be included in Section 8 of the
Proposal.
Modification to the Project team, including substitutions and/or additions of subconsultants and/or sub-
contractors not identified in the proposal will not be allowed without prior approval by the District.
Section 4: Company Experience and References
Statement of Qualifications: Provide statement of qualifications with a brief listing of company
experience focusing on work similar in scope to this Project. Include qualifications and credentials for
providing industry best practice and guidance for both new SCADA deployments and major SCADA
replacements.
References:
1. Provide a table of all SCADA deployments and replacements.
2. Provide a list of references for comparable projects within the past six (6) years at comparable
agencies to ACWD, i.e. a potable water agency with facilities distributed across 104 square
miles, multiple production facilities, storage facilities and pressure zones.
For all reference projects identified above, provide the following information:
a) Name and location of project.
b) Approximate month and year when project was performed.
RFP SCADA Replacements Project
Job No. 21266 18
c) A description of type and extent of services provided.
d) Name and address of project owner.
e) Name and current phone number of owner's representative intimately familiar with the
project, to contact for reference. Verify that the reference person can be contacted at the
phone number provided.
f) Applicability and relevance to the services required by the District.
Additional information shall include:
g) Name of the SCADA vendor selected under the project.
h) Size of the SCADA system by I/O points.
i) Name of the contractor/integrator that deployed the SCADA system.
j) Total cost of the services rendered by the Consultant.
Section 5: Project Schedule
Provide a detailed project schedule which identifies document submittal milestones, allotted District
review times, and key meeting dates. Assume District review for submittal will be 3 weeks per
submittal draft.
Section 6: Estimated Level of Effort
Work shall be performed on a time and expenses basis with a “not to exceed” amount.
The estimated level of effort shall be presented in tabular format and include a breakdown of the work
into discrete and detailed sets of tasks (and subtasks, if applicable). For each task and subtask, the
Consultant shall characterize the level of effort by detailing the following:
A. Person-hours, categorized by staff member and role; and
B. Subcontractor person-hours
C. Total hours per task
The estimated level of effort table should also include a sub-total for all non-option tasks, and grand-
total for the whole Proposal.
It is understood that the level of effort provided for optional tasks will be “budget” estimates only, since
the details for these tasks are not fully understood at this time.
Rate schedules and cost breakdowns shall NOT be included in this Section. Costs shall be submitted in
a separate, sealed envelope in accordance with Volume 2 - Section 10: Proposal Costs.
Section 7: Exceptions to the ACWD Contract for Professional Services Agreement Standard
Form
The Consultant is referred to appendix A, Contract for Professional Services Agreement Standard Form.
Consultant is requested to review the professional services agreement and identify any areas where they
RFP SCADA Replacements Project
Job No. 21266 19
take exception to the language. Exceptions, with reference to specific sections and paragraphs, to the
District's Standard Form of Contract for Professional Services Agreement shall be identified and
included in this section of the proposal response. Noted exceptions to the professional services
agreement will be considered in the evaluation process.
Section 8: Resumes of Proposed Staff
Section 9: Resumes/Qualifications of Proposed Subcontractors or Outside Firms
VOLUME 2: Proposal Cost Data
Volume 2, Proposal Cost Data, shall be submitted in a separate, sealed envelope.
Section 10: Proposal Costs
Proposal costs shall include the following:
Cost Estimate by Task/Subtask: The task/subtask cost estimate shall consist of a breakdown of each
work task/subtask that includes an estimate of total person-hours for each project team member and/or
sub-consultant, and associated unit costs, as appropriate (e.g. hourly charges for personnel).
Provide subtotals for each task, and for total project for each employee, and sub-consultant. All labor
and expenses must be attributed to a task.
Hourly Rate Schedule: The Consultant shall submit a current schedule of labor rates and equipment
charges with the cost estimate. Hourly base rates for personnel, equipment, and subconsultants shall
be all inclusive of overheads for staff overtime, per diems, mobilization of personnel and equipment,
test equipment, laboratory testing, health and safety equipment, office services and equipment, mobile
telephone and communication equipment and service, transportation costs, report preparation,
permitting, meetings, administrative charges, subcontractors’ time and equipment, and other
miscellaneous expenses, as they apply to the project.
Identify any impending changes, in the above mentioned rate schedule(s), that are expected to occur
during the expected duration of the project.
Hourly Rate Escalation Schedule: The Consultant shall submit an hourly rate escalation schedule, if
applicable, that would be applied to the Consultant’s schedule of charges. Escalations shall only be
permitted after December 31, 2021 and limited to only one escalation during any 12-month period.
9.0 CLARIFICATION OF PROPOSALS/WITHDRAWAL OF REQUEST FOR
PROPOSALS
The District has the right to modify, revise, or withdraw this RFP. Receipt and evaluation of proposals
do not obligate the District to award a contract. Any change to this document will be made by written
addendum by the District. Addenda will be posted on the District’s web page reserved for current
RFP SCADA Replacements Project
Job No. 21266 20
consultant and services opportunities (http://www.acwd.org/index.aspx?nid=503). Any addenda issued
shall be considered part of this RFP.
Requests for clarifications shall be submitted in written format. Responses to requests for clarification
along with any modifications to this RFP will be forwarded to all attendees of the non-mandatory
briefing and will be posted on the District’s website as indicated above. Requests for clarification
submitted within three business days of the Proposal due date will remain unanswered by the District.
Any proposal may be withdrawn at any time before the proposal deadline date and time specified in
Section 10.0 Submission of Proposals by providing written request for the withdrawal of the proposal to
the Project Engineering Manager, Rekha Ippagunta. The request shall be executed by a duly authorized
representative of the Consultant.
For questions regarding this scope of work, please contact:
Rosy Chan
Project Engineer
Email: [email protected]
Phone: (510) 668-4479
10.0 SUBMISSION OF PROPOSALS
Five (5) copies of the proposal plus one electronic copy in pdf format on compact disc (Volume 1), and
five copies of the cost proposal plus one electronic copy in pdf format on compact disc (Volume 2), each
in their own sealed envelopes, must be submitted in a sealed envelope clearly marked:
“SCADA Replacements Project, Job 21266”
bearing the name and address of the Consultant to:
Ed Stevenson
Manager of Engineering and Technology Services
Alameda County Water District
43885 South Grimmer Boulevard
Fremont, CA 94538
The sealed envelope, containing volume 1 and 2 of the proposal, may be delivered in person to ACWD
(receptionist at the front desk) or by the use of a courier service or mail. Consultants mailing proposals
should allow appropriate mail delivery time to ensure timely receipt of their proposals, and assume the
risk of late delivery.
Proposals submitted after 2:00 p.m., PST, April 2, 2020, will be returned to the Consultant unopened.
Material submitted by the Consultant shall become the property of ACWD unless otherwise specified.
All proposals may be reviewed and evaluated by any person at the discretion of ACWD.
RFP SCADA Replacements Project
Job No. 21266 21
11.0 EVALUATION OF PROPOSALS
All accepted proposals will be reviewed by the District’s evaluation team on the basis of qualifications
and technical merits. The District may deviate from the evaluation process when it deems it is in the
District’s best interest to do so.
Evaluation Standards
Written proposals will be evaluated on the basis of the following criteria and weighted in accordance
with the below Selection Criteria table:
1. Understanding: The Consultant’s understanding of the Scope of Services and Method of Approach;
the Consultant’s understanding of the Scope of Services as demonstrated through clear and concise
articulation of criteria required to resolve the major issues and to complete the project, based upon
existing information; the Consultant’s proposed approach to accomplishing the work; and responses
to the questions listed in 8.0 PROPOSAL REQUIREMENTS, Volume 1, Section 2.0, Paragraph B.
2. Scope of Work: The Scope of Work as described in the proposal, including the delineation and logic
of tasks, deliverables, and creative cost saving or project delivery approach ideas; as demonstrated
through clarity and definition of tasks, services, and activities necessary to meet the objectives
outlined in this RFP.
3. Key Personnel and Qualified Staff: The Consultant’s commitment of key personnel who will be
involved with each major task element of the project and qualified staff to provide required services
to complete the project in a timely and cost effective manner. The appropriateness of the labor
classifications assigned to each task. Considerations include, but are not limited to, general
experience with projects similar in scope, the assignment of a knowledgeable project manager and
the experience of key personnel.
4. References: References of similar work within the past six (6) years, which best demonstrate the
Consultant’s abilities to accomplish the project in a professional, timely, and cost effective manner
will be evaluated. References and previous clients may be contacted as part of the evaluation of this
criterion.
5. Schedule of Work: Strategies proposed to meet project goals and to deliver the project on time and
within budget will be evaluated. Identification of opportunities and challenges to achieving project
delivery in a timely manner will be reviewed. Underlying assumptions and the time required for
outside agency review of proposed project approach and permit application will be evaluated.
6. Level of Effort: The Consultant’s estimated personnel hours expected to be spent on each task
element including each member of the consulting firm and all sub-consultants/contractors will be
reviewed.
7. Exceptions to Standard Form of ACWD Contract for Professional Services Agreement: Exceptions
to ACWD’s Standard Form of ACWD Contract for Professional Services Agreement shall be
identified and included in the proposal. Noted exceptions will be considered in the evaluation
RFP SCADA Replacements Project
Job No. 21266 22
process. Where exceptions are made by the Proposer, the Proposal must clearly state what
exceptions are being made, the reason for the exception, and the proposal alternative language. The
District may reject, at its sole discretion, any Proposal submissions that include exceptions that do
not meet the District’s business needs.
Selection Criteria
Criteria Points
Understanding 20 Points
Scope of Work 20 Points
Key Personnel and Qualified Staff 15 Points
References 10 Points
Schedule of Work 15 Points
Level of Effort 20 Points
Method of Selection
1. The District will convene a selection panel which will review and evaluate all conforming proposals
received in response to this RFP, based upon the above criteria. During the evaluation process,
ACWD has the right to request any clarification or change it needs to better understand the proposal.
ACWD at its discretion may request one or more consultants to make a presentation to members of
the selection panel at District headquarters. Details of such presentations, if required, will be
provided in advance of the presentation. Consultant may be required to participate in negotiations
and to submit such price, technical or other revisions of their proposal as may result from
negotiations. Any changes to the proposal of the selected Consultant will be made before executing
the contract and will become part of the contract for professional services agreement.
2. ACWD reserves the right to reject any or all proposals. ACWD also reserves the right to waive any
non‐material irregularities in any proposal. The Consultant who is awarded this contract will be
prohibited from bidding the installation contract that will be planned and designed under this
contract.
3. If a contract is awarded, it will be awarded to the highest ranked Consultant determined to have the
qualifications, staff, and proposed approach that meets ACWD’s needs.
4. All consultants will be notified of the result of the selection process.
12.0 CONSULTANT SELECTION SCHEDULE (Subject to Change)
Milestone Date
Post RFP on ACWD website March 5, 2020
Project Briefing March 12, 2020
Request for Clarifications Due March 30, 2020
Proposals due from Qualified Consultants April 2, 2020
Anticipated Board Meeting to Recommend Award June 11, 2020
RFP SCADA Replacements Project
Job No. 21266 23
13.0 CONFIDENTIALITY
The District will require the execution of an RFP Non-Disclosure Agreement, located in Appendix B,
prior to releasing confidential documents and project information to the Proposer.
Reference is made to Section 1.0: INVITATION TO SUBMIT PROPOSALS.
All responses to this RFP become property of ACWD and will be kept confidential until a
recommendation for award of a contract has been announced. Thereafter, submittals are subject to
public inspection and disclosure under the California Public Records Act (Cal. Govt. Code Sections
6250 et seq.) Therefore, unless the information is exempt from disclosure by law, the content of any
proposal, request for explanation, exception, or substitution, response to these specifications, protest, or
any other written communication between ACWD and any Consultant regarding the procurement, shall
be available to the public. Proprietary information should be clearly identified so that it may be kept
confidential. All other parts of the proposal are public records after the recommendation for award of a
contract has been announced.
14.0 DATA AVAILABLE FROM ACWD
The following data from ACWD is attached as follows:
Appendix A – Contract for Professional Services Agreement Standard Form
Appendix B – Request for Proposal Non-Disclosure Agreements
Appendix C – Minimum Requirements Form
Appendix D – ACWD AutoCAD Standards
Appendix E – Existing SCADA Files and Communication Network Diagram*
* To be released upon execution of Non-Disclosure Agreement (See Appendix B) for release of
confidential documents/information for request for proposal.
APPENDIX A
Contract for Professional Services Agreement Standard Form
ACWD RFP Exhibit A – Sample PSA 03/2017 1 MM/DD/YYYY XXXX Project Name
Agreement No. _______ CONTRACT FOR PROFESSIONAL SERVICES
THIS AGREEMENT is made as of ___________, 20__, by and between the ALAMEDA
COUNTY WATER DISTRICT (“DISTRICT”) and
(“CONSULTANT”), a corporation.
WHEREAS, the DISTRICT desires to obtain professional services in connection
with___________________________________________________ (“Project”), Job ,
and has issued a Request for Proposals dated , a copy of which is attached and
incorporated as Exhibit A.
WHEREAS, the CONSULTANT is ready, willing and able to furnish such services and
has submitted a proposal dated___________________, a copy of which is attached and
incorporated as Exhibit B.
NOW, THEREFORE, THE PARTIES AGREE AS FOLLOWS:
1. RENDITION OF SERVICES
The CONSULTANT agrees to provide professional services to the DISTRICT in
accordance with the terms and conditions of this Agreement. CONSULTANT
represents that it has all applicable licenses and certifications to provide the services
under this Agreement and that it will exercise the same degree of professional care,
skill, efficiency, and judgment ordinarily used by consultants providing similar
professional services. CONSULTANT at all times will comply with all federal,
state, and local laws, regulations, and policies applicable to the services performed
pursuant to this Agreement.
ACWD RFP Exhibit A – Sample PSA 03/2017 2 MM/DD/YYYY XXXX Project Name
2. SCOPE OF SERVICES
The scope of the CONSULTANT’s services shall consist of the services set forth
in Exhibit A, as supplemented by Exhibit B. However, to the extent that Exhibit B is
inconsistent with Exhibit A, Exhibit A will govern over Exhibit B.
3. SCHEDULE AND TIME OF COMPLETION
The term of this Agreement shall commence on the date the DISTRICT issues a
written Notice to Proceed and shall terminate when the services described in Exhibit
A, as supplemented by Exhibit B, have been satisfactorily completed, unless
terminated sooner pursuant to Section 15. CONSULTANT shall complete all tasks
as stated on Page(s) ______ of Exhibit A, as supplemented by Exhibit B, in
accordance with the Project Schedule shown on Figure _____ of Exhibit B.
4. OWNERSHIP OF WORK
All reports, designs, drawings, plans, specifications, and other materials prepared,
or in the process of being prepared, by CONSULTANT, its employees,
subcontractors, or agents under this Agreement (“Work Product”) shall be and are
the property of the DISTRICT (and) .
The DISTRICT (and)
shall be entitled to access and to copy the Work Product during the progress of the
work. If requested by DISTRICT, CONSULTANT shall deliver one copy of the
Work Product remaining in the hands of the CONSULTANT, or in the hands of any
subcontractor, upon completion or termination of the work.
ACWD RFP Exhibit A – Sample PSA 03/2017 3 MM/DD/YYYY XXXX Project Name
CONSULTANT assigns to DISTRICT all right, title, and interest in and to the
Work Product, including ownership of copyright in the Work Product. The
DISTRICT may utilize any material prepared or work performed by
CONSULTANT pursuant to this Agreement, including computer software, in any
manner which the DISTRICT deems proper without additional compensation to
CONSULTANT. CONSULTANT shall have no responsibility or liability for any
revisions, changes, or corrections to the Work Product made by the DISTRICT, nor
for any use or reuse of the Work Product for any purpose other than the Project
unless CONSULTANT accepts such responsibility in writing.
The CONSULTANT shall not disclose project related data or information without
the prior written consent of the DISTRICT. (and) .
5. USE OF SUBCONTRACTORS
CONSULTANT shall not subcontract any services to be performed by it under
this Agreement without the prior written approval of the DISTRICT, except for
. CONSULTANT may subcontract with service firms
engaged in drawing, reproduction, typing and printing without the prior written
consent of the DISTRICT. CONSULTANT shall be solely responsible for
reimbursing any subcontractors and the DISTRICT shall have no obligation to them.
6. CHANGES
The DISTRICT may, at any time, by written order, make changes within the scope
of work and services described in this Agreement. If such changes cause an increase
or decrease in the budgeted cost of or the time required for performance of the
agreed upon work, an equitable adjustment as mutually agreed shall be made in the
ACWD RFP Exhibit A – Sample PSA 03/2017 4 MM/DD/YYYY XXXX Project Name
limit on compensation as set forth in Section 9 or in the time of required
performance as set forth in Section 3, or both. In the event that CONSULTANT
encounters any unanticipated conditions or contingencies that may affect the scope
of work or services and result in an adjustment in the amount of compensation
specified herein, CONSULTANT shall so advise the DISTRICT immediately upon
notice of such condition or contingency. The written notice shall explain the
circumstances giving rise to the unforeseen condition or contingency and shall set
forth the proposed adjustment in compensation. This notice shall be given to the
DISTRICT prior to the time that CONSULTANT performs work or services related
to the proposed adjustment in compensation. The pertinent changes shall be
expressed in a written supplement to this Agreement prior to implementation of such
changes.
7. RESPONSIBILITY; INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, keep and
save harmless the DISTRICT,
and its or their board members, officers, agents, and employees against any and all
suits, claims, actions, damages, liabilities, costs, and expenses (collectively,
“Liabilities”) for any personal injury (including death, bodily injury, emotional or
mental distress, and loss of consortium), property damage, intellectual property
infringement, or financial or economic loss that arises out of, pertains to, or relates to
the negligence, recklessness, or the willful misconduct of the CONSULTANT, its
employees, subcontractors, or agents to the extent that such Liabilities arise out of
the performance (or non-performance) of this Agreement. This duty to indemnify
ACWD RFP Exhibit A – Sample PSA 03/2017 5 MM/DD/YYYY XXXX Project Name
includes any proceedings, actions, damages, or penalties due to the violation of any
governmental law or regulation, the compliance with which is the responsibility of
the CONSULTANT, its employees, subcontractors, or agents. CONSULTANT
further agrees to defend any and all such actions, suits, or claims, and pay all charges
of attorneys and all other incurred costs and expenses relating to the investigation,
defense, negotiation, or settlement of any action, suit, or claim, and to reimburse the
DISTRICT for any and all legal and other costs and expenses incurred by the
DISTRICT in connection with the defense of such actions, suits, or claims. If any
judgment is rendered against the DISTRICT or any of the other individuals
enumerated above in any such action, CONSULTANT shall, at its expense, satisfy
and discharge the same to the extent that the judgment is based on the
CONSULTANT’s agreement to indemnify as set forth in this section. This
indemnification obligation will survive the termination of this Agreement.
CONSULTANT shall require its subcontractors to similarly indemnify, defend, and
keep and save harmless, the DISTRICT. (and) .
8. INSURANCE
A. Workers’ Compensation. CONSULTANT shall maintain during the term of this
Agreement Workers’ Compensation Insurance in conformance with the laws of
the State of California, and federal laws when applicable.
B. Bodily Injury, Death and Property Damage Liability Insurance. CONSULTANT
shall maintain during the term of this Agreement Commercial General Liability
Insurance (including automobile operation) covering CONSULTANT for
liability arising out of the operations of CONSULTANT and any subcontractors.
ACWD RFP Exhibit A – Sample PSA 03/2017 6 MM/DD/YYYY XXXX Project Name
The policy(ies) shall include coverage for all vehicles, licensed or unlicensed, on
or off DISTRICT’s premises, used by or on behalf of CONSULTANT on the
performance of work under this Agreement. The policy(ies) shall be subject to a
limit for each occurrence of One Million Dollars ($1,000,000) naming as
additional insureds, in connection with CONSULTANT’s activities, the
DISTRICT, and its or their board members, officers,
employees, and agents. The policy(ies) will be primary insurance and the
insurance companies providing the policy(ies) will be liable for the full amount
of any loss or claim for which CONSULTANT is liable up to and including the
total limit of liability, without right of contribution from any other insurance
effected or which may be effected by the District.
C. Professional Liability Insurance. CONSULTANT also shall maintain
Professional Liability Insurance covering CONSULTANT’s performance under
this Agreement with a limit of liability of One Million Dollars ($1,000,000) for
any one claim.
D. Evidence of Insurance. Prior to the commencement of any work under this
Agreement, CONSULTANT shall furnish to DISTRICT a satisfactory
Certificate of Insurance indicating compliance with the requirements of this
section. The Certificate shall stipulate that thirty (30) days advance written
notice of a cancellation or non-renewal of the required policy shall be given to
DISTRICT.
E. General Insurance Conditions. All policies will be issued by insurers acceptable
to the DISTRICT. The insurance will be issued by an insurance company
ACWD RFP Exhibit A – Sample PSA 03/2017 7 MM/DD/YYYY XXXX Project Name
authorized to do business in the State of California with a minimum “Best’s”
rating of A- VII, or equivalent, or as otherwise approved by the DISTRICT.
Workers’ Compensation coverage requirements may be met with the California
State Compensation Fund.
In the event a claim is made, the DISTRICT reserves the right to request
certified duplicate copies of all insurance policies required under this section.
9. PREVAILING WAGE
The services of the CONSULTANT required under this Agreement constitute a
“public works” project as defined by law. Therefore, the CONSULTANT agrees to
comply with all applicable prevailing wage requirements set forth in California
Labor Code Sections 1770 to 1781 inclusive. All workers employed on or in the
execution of the project shall be paid not less than the applicable current general
prevailing wage as determined by the Director of Industrial Relations. The current
General Prevailing Wage Determinations are on file at the DISTRICT’S office, are
available for inspection during regular business hours and shall be incorporated into
this Agreement. The CONSULTANT shall be responsible for the compliance of its
subcontractors.
The CONSULTANT’s attention is directed to the payroll records requirement of
Labor Code Section 1776, and CONSULTANT and its subcontractors will keep an
accurate payroll record, showing the name, address, social security number, work
classification, straight time, and overtime hours worked each day and week, and the
actual per diem wages paid to each worker in connection with services performed
ACWD RFP Exhibit A – Sample PSA 03/2017 8 MM/DD/YYYY XXXX Project Name
under this Agreement. The DISTRICT has not established a labor compliance
program. Responsibility for labor law enforcement remains with the Division of
Labor Standards Enforcement.
10. COMPENSATION
The CONSULTANT agrees to perform all of the services included in Section 2,
which services are further described as Tasks ( ) through ( ) on Pages ( - ) of
Exhibit B (on a lump sum basis) (on a time and materials basis), for a sum not to
exceed Dollars ($___________.00),
which sum shall include all labor, materials, taxes, profit, overhead, insurance,
subcontractor costs, and other costs and expenses incurred by the CONSULTANT.
Any additional services for additional compensation will be rendered only on the
DISTRICT’s prior authorization and will be billed at the CONSULTANT’s and its
approved subcontractors’ normal rate schedules, which are set forth in Section X of
Exhibit B.
The CONSULTANT’s Federal Taxpayer Identification No. is ______________.
11. MANNER OF PAYMENT
CONSULTANT shall submit monthly invoices, detailing the expenses incurred,
the services performed during the billing period, the hours worked and billing rate of
personnel performing these services, as well as the cumulative billings for the
Project. The DISTRICT shall make monthly payments to the CONSULTANT for
satisfactory services performed and the costs of such services within forty-five (45)
calendar days from the date the DISTRICT receives the CONSULTANT’s invoice.
ACWD RFP Exhibit A – Sample PSA 03/2017 9 MM/DD/YYYY XXXX Project Name
All invoices shall be sent by mail and addressed to the DISTRICT’s Project
Manager.
12. CONSULTANT’S STATUS
Neither the CONSULTANT nor any party contracting with the CONSULTANT
shall be deemed to be an agent or employee of the DISTRICT. (or)
_____________________________________________________.
CONSULTANT is and shall be an independent contractor, and the legal
relationship of any person performing services for the CONSULTANT shall be one
solely between that person and the CONSULTANT.
13. ASSIGNMENT
CONSULTANT shall not assign any of its rights nor transfer any of its
obligations under this Agreement without the prior written consent of DISTRICT.
14. DISTRICT WARRANTIES
The DISTRICT makes no warranties, representations or agreements, either
expressed or implied, beyond such as are explicitly stated in this Agreement.
15. DISTRICT REPRESENTATIVE
Except when approval or other action is required to be given or taken by the
Board of Directors of the DISTRICT, the General Manager of the DISTRICT, or
such person or persons as the General Manager shall designate in writing from time
to time, the Project Manager shall represent and act for the DISTRICT.
16. TERMINATION
ACWD RFP Exhibit A – Sample PSA 03/2017 10 MM/DD/YYYY XXXX Project Name
The DISTRICT shall have the right to terminate this Agreement at any time by
giving written notice to the CONSULTANT. Upon receipt of such notice, the
CONSULTANT shall not commit itself to any further expenditure of time or
resources.
If the Agreement is terminated for any reason other than a default by
CONSULTANT, the DISTRICT shall pay to CONSULTANT in accordance with
the provisions of Sections 9 and 10 all sums actually due and owing from DISTRICT
for all services performed and all expenses incurred up to the day written notice of
termination is given, plus any costs reasonably and necessarily incurred by
CONSULTANT to effect such suspension or termination. If the Agreement is
terminated for default, the DISTRICT shall remit final payment to CONSULTANT
in an amount to cover only those services performed and expenses incurred in full
accordance with the terms and conditions of this Agreement up to the effective date
of termination.
17. MAINTENANCE, AUDIT, AND INSPECTION OF RECORDS
The CONSULTANT shall permit the authorized representatives of the DISTRICT
to inspect, audit, make copies and transcriptions of books and all data and records of
the CONSULTANT relating to its performance under the Agreement.
18. RELEASE OF INFORMATION
CONSULTANT shall not release any reports or other information prepared in
connection with this Agreement without the approval of the General
Manager/Approver. Non-Disclosure requirements are identified in Exhibit X.
19. KEY PERSONNEL
ACWD RFP Exhibit A – Sample PSA 03/2017 11 MM/DD/YYYY XXXX Project Name
_________________ shall serve as the primary staff person of CONSULTANT to
oversee all of the services under this Agreement. (The other principal participants
shall be those individuals identified in Section X of Exhibit C).
20. NOTICES
All communications relating to the day to day activities of the project shall be
exchanged between the DISTRICT’s Project Manager and the CONSULTANT’s
Project Manager.
All other notices and communications deemed by either party to be necessary or
desirable to be given to the other party shall be in writing and may be given by
personal delivery to a representative of the parties or by mailing the same postage
prepaid, addressed as follows:
If to the DISTRICT: Alameda County Water District 43885 South Grimmer Boulevard PO Box 5110 Fremont, CA 94537-5110
Attention: _____________________, Title
If to the CONSULTANT: Company Name Address City, State, Zip Code
Attention: _____________________, Title
The address to which mailings may be made may be changed from time to time
by notice mailed as described above. Any notice given by mail shall be deemed
given on the day after that on which it is deposited in the United States Mail as
provided above.
21. ATTORNEYS’ FEES
ACWD RFP Exhibit A – Sample PSA 03/2017 12 MM/DD/YYYY XXXX Project Name
If any legal proceeding should be instituted by either of the parties to enforce the
terms of this Agreement or to determine the rights of the parties under this
Agreement, the prevailing party in said proceeding shall recover, in addition to all
court costs, reasonable attorneys’ fees.
22. APPLICABLE LAW
This Agreement, its interpretation, and all work performed under it shall be
governed by the laws of the State of California.
23. BINDING ON SUCCESSORS
All of the terms, provisions, and conditions of this Agreement shall be binding
upon and inure to the benefit of the parties and their respective successors, assigns,
and legal representatives.
24. SEVERABILITY
Should any provision, or portion of a provision, herein be found or deemed to be
invalid, this Agreement shall be construed as not containing such provision, or
portion of such provision, and all other provisions which are otherwise lawful shall
remain in full force and effect, and to this end the provisions of this Agreement are
declared to be severable.
ACWD RFP Exhibit A – Sample PSA 03/2017 13 MM/DD/YYYY XXXX Project Name
IN WITNESS WHEREOF, the parties hereto have executed this Agreement by their duly
authorized officers as of the day and year first above written.
CONSULTANT: DISTRICT: FILL IN CONSULTANT’S NAME HERE ALAMEDA COUNTY WATER DISTRICT By: By: President or Vice President General Manager Name: Name: Robert Shaver By: ATTEST: Secretary or Assistant Secretary Name:
District Secretary
Note: Project Manager to specify which title block to use. Corporations have officers, i.e. President, Vice President, etc.; Partnerships have Principals.
ACWD RFP Exhibit A – Sample PSA 03/2017 MM/DD/YYY XXXX Project Name
EXHIBIT A
PROPOSAL
EXHIBIT A
REQUEST FOR PROPOSALS FOR ENGINEERING DESIGN SERVICES
EXHIBIT B
PROPOSAL
FIGURE 1
PROJECT SCHEDULE
EXHIBIT B
RATE SCHEDULE
EXHIBIT C
KEY PERSONNEL
EXHIBIT D
NON-DISCLOSURE FORM (S) (Consultant NDA)
(Sub-Consultant NDA)
ACWD PSA Consultant NDA 08/2016 1 of 2
NON-DISCLOSURE AGREEMENT
AND RELEASE OF CONFIDENTIAL DOCUMENTS/INFORMATION This Non-Disclosure Agreement (Agreement) is made as of this ______ day of _______________ 20____, between the Alameda County Water District (District) and Consultant (Consultant). WHEREAS, the District will make available certain Confidential Information, as defined below, to Consultant for the following purposes: to provide services or type in purposes for Project Title, Job XXXX. (“Disclosure Purposes”). WHEREAS, the Confidential Information is security sensitive information, the disclosure of which will cause irreparable damage to the District and the public. WHEREAS, the District will make available the Confidential Information to Consultant subject to the terms and conditions of this Agreement. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth in this Agreement, the parties agree as follows: 1. “Confidential Information” means all information received, directly or indirectly, pursuant to this Agreement
relating to the District or District facilities that the District informs the Consultant is confidential information, including without limitation the District’s list information to be provided.
“Confidential Information” also includes access the District provides the Consultant to restricted areas to view,
observe, and inspect District facilities that are not open to and not accessible to the public, and any and all photographs, drawings, sketches, plans, designs, notes, and narratives taken or prepared by Consultant of these District facilities in any form. The Consultant may not take photographs of any District facility unless expressly authorized by the District.
2. Consultant agrees to hold the Confidential Information in trust and confidence and Consultant agrees that the
Confidential Information will be used only as necessary for the Disclosure Purposes described above, and the Confidential Information will not be used for any other purpose. Consultant will not use the Confidential Information in any way, directly or indirectly, that is damaging or harmful to the District or District facilities. Consultant agrees not to disclose the Confidential Information to any third party without the express written consent of the District. District consents to the disclosure of Confidential Information to the following subconsultants: Subconsultants listed here. Prior to the disclosure of the Confidential Information to any subconsultant, including the subconsultant(s) approved above, Consultant must arrange for the subconsultant to execute a Non-Disclosure Agreement with the same terms and conditions as this Agreement and naming the District as a third party beneficiary of the Non-Disclosure Agreement. The Consultant must provide a copy of the Non-Disclosure Agreement signed by the subconsultant to the District before the Consultant discloses the Confidential Information to any subconsultant.
3. By accepting and using the Confidential Information, Consultant expressly agrees to treat the Confidential
Information as confidential. Consultant will implement safeguards and procedures to prevent the disclosure of the Confidential Information, including the following: (1) restricting disclosure of Confidential Information to Consultant employees on a “need to know” basis as necessary for the Disclosure Purposes; (2) marking the information as “CONFIDENTIAL” and providing Consultant’s employees adequate instructions with regard to the use and disclosure of the Confidential Information; and (3) treating and handling the Confidential Information with the same degree of care that the Consultant uses for its own confidential information.
4. Consultant may make copies or reproductions of the Confidential Information only for the purposes authorized
by this Agreement, and for no other purpose. Copies and reproductions in any form, including but not limited to paper copies and electronically formatted copies, of the Confidential Information shall not be made for or retained for distribution to any third party.
(TO BE INCLUDED WITH PROFESSIONAL SERVICES AGREEMENT) Info in Bold & Highlights to be filled by Office Staff – remove highlights when done but keep text bold. Delete this text box.
SAM
PLE
ACWD PSA Consultant NDA 08/2016 2 of 2
5. All confidential information that is distributed or made available for review for an approved use shall be
recorded in a log by Consultant. The log shall include the name of each individual having access to the Confidential Information, the individual’s identification information (e.g., valid driver’s license number or identification card number), company name, address and phone number. Consultant must provide the District with the logs promptly upon request.
6. At the conclusion of the proposed work for which the Confidential Information was furnished, or upon demand
by District, the logs, all Confidential Information and any copies of the Confidential Information shall be given to District. Consultant may not retain copies of the Confidential Information for any purpose.
7. Consultant agrees that the Confidential Information will at all times remain the property of District and owned
by the District. 8. The District assumes no responsibility whatsoever with respect to the completeness, sufficiency, accuracy, or
interpretations of any Confidential Information that are provided to Consultant pursuant to this Agreement. In addition, District provides no warranty or guarantee, either express or implied, that the conditions indicated in the Confidential Information are representative of the actual existing site conditions or future as-built conditions of the subject location.
9. Consultant agrees to indemnify, defend, and hold harmless District, its directors, officers, employees, or agents
from and against any claims, damages, losses, liabilities, and cost suffered by the District arising from the Consultant’s breach of this Agreement.
10. The unauthorized disclosure or improper use of the Confidential Information by Consultant will cause
irreparable harm, and that in addition to any other legal rights and remedies, the District will be entitled to equitable remedies, including temporary and permanent injunctive relief, without the necessity of posting a bond or other security.
11. Consultant may not assign this Agreement without the express written consent of District. 12. The prevailing party in any action between the parties arising from this Agreement shall be entitled to recover,
in addition to any other relief awarded, its costs and expenses incurred in any such proceeding, including, without limitation, its reasonable fees for attorneys. Any failure to enforce any provision of this Agreement shall not constitute a waiver thereof or of any other provision.
13. This Agreement is governed by the laws of the State of California. IN WITNESS WHEREOF, the parties hereto have executed this Agreement by their duly authorized officers as of the day and year first above written. Consultant: District: CONSULTANT ALAMEDA COUNTY WATER DISTRICT By: By: Name: Name: Ed Stevenson Title: Title: Manager of Engineering and Technology Services cc: Consultant Original to File
For Office Use Only:
Received Stamp Received By:
ACWD SIGNATORY SHOULD BE THE DEPT. HEAD (WITHIN ETS, CAN BE DIVISION HEAD). Delete this text box.
SAM
PLE
APPENDIX B
Request for Proposal Non-Disclosure Agreements
(Consultant NDA & Subconsultant NDA)
ACWD RFP NDA 07/2016 1 of 2
NON-DISCLOSURE AGREEMENT
AND RELEASE OF CONFIDENTIAL DOCUMENTS/ INFORMATION
This Non-Disclosure Agreement (Agreement) is made as of this __ day of __________ 20__, between the Alameda
County Water District (District) and _____________________________ (Consultant).
WHEREAS, the District will make available certain Confidential Information, as defined below, to Consultant for
the following purposes: to complete a written proposal for SCADA Replacements Project, Job 21266
(“Disclosure Purposes”).
WHEREAS, the Confidential Information is security sensitive information, the disclosure of which will cause
irreparable damage to the District and the public.
WHEREAS, the District will make available the Confidential Information to Consultant subject to the terms and
conditions of this Agreement.
NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth in this Agreement, the
parties agree as follows:
1. “Confidential Information” means all information received, directly or indirectly, pursuant to this
Agreement relating to the District or District facilities that the District informs the Consultant is
confidential information, including without limitation the District’s Existing SCADA files and
communication network diagram. “Confidential Information” also includes access the District provides
the Consultant to restricted areas to view, observe, and inspect District facilities that are not open to and not
accessible to the public, and any and all photographs, drawings, sketches, plans, designs, notes, and
narratives taken or prepared by Consultant of these District facilities in any form. The Consultant may not
take photographs of any District facility unless expressly authorized by the District.
2. Consultant agrees to hold the Confidential Information in trust and confidence and Consultant agrees that
the Confidential Information will be used only as necessary for the Disclosure Purposes described above,
and the Confidential Information will not be used for any other purpose. Consultant will not use the
Confidential Information in any way, directly or indirectly, that is damaging or harmful to the District or
District facilities. Consultant agrees not to disclose the Confidential Information to any third party without
the express written consent of the District. District consents to the disclosure of Confidential Information
to the following subconsultants: ______________________________________________________
__________________________________________________________________________________.
Prior to the disclosure of the Confidential Information to any subconsultant, including the sub-consultant(s)
approved above, Consultant must arrange for the sub-consultant to execute a Non-Disclosure Agreement
with the same terms and conditions as this Agreement and naming the District as a third party beneficiary
of the Non-Disclosure Agreement. The Consultant must provide a copy of the Non-Disclosure Agreement
signed by the subconsultant to the District before the Consultant discloses the Confidential Information to
any subconsultant.
3. By accepting and using the Confidential Information, Consultant expressly agrees to treat the Confidential
Information as confidential. Consultant will implement safeguards and procedures to prevent the
disclosure of the Confidential Information, including the following: (1) restricting disclosure of
Confidential Information to Consultant employees on a “need to know” basis as necessary for the
Disclosure Purposes; (2) marking the information as “CONFIDENTIAL” and providing Consultant’s
employees adequate instructions with regard to the use and disclosure of the Confidential Information; and
(3) treating and handling the Confidential Information with the same degree of care that the Consultant uses
for its own confidential information.
4. Consultant may make copies or reproductions of the Confidential Information only for the purposes
authorized by this Agreement, and for no other purpose. Copies and reproductions in any form, including
but not limited to paper copies and electronically formatted copies, of the Confidential Information shall
not be made for or retained for distribution to any third party.
5. All confidential information that is distributed or made available for review for an approved use shall be
recorded in a log by Consultant. The log shall include the name of each individual having access to the
Confidential Information, the individual’s identification information (e.g., valid driver’s license number or
ACWD RFP NDA 07/2016 2 of 2
identification card number), company name, address and phone number. Consultant must provide the
District with the logs promptly upon request.
6. At the conclusion of the proposed work for which the Confidential Information was furnished, or upon
demand by District, the logs, all Confidential Information and any copies of the Confidential Information
shall be given to District. Consultant may not retain copies of the Confidential Information for any
purpose.
7. Consultant agrees that the Confidential Information will at all times remain the property of District and
owned by the District.
8. The District assumes no responsibility whatsoever with respect to the completeness, sufficiency, accuracy,
or interpretations of any Confidential Information that are provided to Consultant pursuant to this
Agreement. In addition, District provides no warranty or guarantee, either express or implied, that the
conditions indicated in the Confidential Information are representative of the actual existing site conditions
or future as-built conditions of the subject location.
9. The unauthorized disclosure or improper use of the Confidential Information by Consultant will cause
irreparable harm, and that in addition to any other legal rights and remedies, the District will be entitled to
equitable remedies, including temporary and permanent injunctive relief, without the necessity of posting a
bond or other security.
10. Consultant may not assign this Agreement without the express written consent of District.
11. The prevailing party in any action between the parties arising from this Agreement shall be entitled to
recover, in addition to any other relief awarded, its costs and expenses incurred in any such proceeding,
including, without limitation, its reasonable fees for attorneys. Any failure to enforce any provision of this
Agreement shall not constitute a waiver thereof or of any other provision.
12. This Agreement is governed by the laws of the State of California.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement by their duly authorized officers as of
the day and year first above written
Consultant: District:
__________________________________________ ALAMEDA COUNTY WATER DISTRICT
By: By:
Name: Name: Ed Stevenson
Title: Title: Manager of Engineering & Technology Services
cc: Consultant
Original to File
For Office Use Only:
Received Stamp Received By:
ACWD RFP Subconsultant NDA 04/2018 1 of 2
SUBCONSULTANT NON-DISCLOSURE AGREEMENT
AND RELEASE OF CONFIDENTIAL DOCUMENTS/ INFORMATION
This Non-Disclosure Agreement (Agreement) is made as of this ___day of ____________, 20__, between
_______________________________________________________(Consultant) and
_______________________________________________________ (Subconsultant).
WHEREAS, the Consultant will make available certain Confidential Information, as defined below, to the
Subconsultant for the following purposes: to provide professional services for the Alameda County Water District
(District) SCADA Replacements Project, Job 21266 (“Disclosure Purposes”).
WHEREAS, the Confidential Information is security sensitive information, the disclosure of which will cause
irreparable damage to the District and the public.
WHEREAS, the Consultant will make available the Confidential Information to Subconsultant subject to the terms
and conditions of this agreement.
NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth in this Agreement, the
parties agree as follows:
1. “Confidential Information” means all information received, directly or indirectly, pursuant to this Agreement
relating to the District or District facilities that the District informs the Consultant and/or Subconsultant is
confidential information, including without limitation, the District’s Existing SCADA files and
communication network diagram.
“Confidential Information” also includes access the District or Consultant provides the Subconsultant to
restricted areas to view, observe, and inspect District facilities that are not open to and not accessible to the
public, and any and all photographs, drawings, sketches, plans, designs, notes, and narratives taken or prepared
by Subconsultant of these District facilities in any form. The Subconsultant may not take photographs of any
District facility unless expressly authorized by the District or Consultant.
2. Subconsultant agrees to hold the Confidential Information in trust and confidence and Subconsultant agrees that
the Confidential Information will be used only as necessary for the Disclosure Purposes described above, and
the Confidential Information will not be used for any other purpose. Subconsultant will not use the Confidential
Information in any way, directly or indirectly, that is damaging or harmful to the District or District facilities.
Subconsultant agrees not to disclose the Confidential Information to any party without the express written
consent of the District. Prior to the disclosure of the Confidential Information to any party, Subconsultant must
arrange for the party to execute a Non-Disclosure Agreement with the same terms and conditions as this
Agreement and naming the District as a third party beneficiary of the Non-Disclosure Agreement. The
Subconsultant must provide a copy of the executed Non-Disclosure Agreement to the Consultant and the
District before the Subconsultant discloses the Confidential Information to any party.
3. By accepting and using the Confidential Information, Subconsultant expressly agrees to treat the Confidential
Information as confidential. Subconsultant will implement safeguards and procedures to prevent the disclosure
of the Confidential Information, including the following: (1) restricting disclosure of Confidential Information
to Subconsultant employees on a “need to know” basis as necessary for the Disclosure Purposes; (2) marking
the information as “CONFIDENTIAL” and providing Subconsultant’s employees adequate instructions with
regard to the use and disclosure of the Confidential Information; and (3) treating and handling the Confidential
Information with the same degree of care that the Subconsultant uses for its own confidential information.
4. Subconsultant may make copies or reproductions of the Confidential Information only for the purposes
authorized by this Agreement, and for no other purpose. Copies and reproductions in any form, including but
not limited to paper copies and electronically formatted copies, of the Confidential Information shall not be
made for or retained for distribution to any party.
5. All confidential information that is distributed or made available for review for an approved use shall be
recorded in a log by Subconsultant. The log shall include the name of each individual having access to the
Confidential Information, the individual’s identification information (e.g., valid driver’s license number or
identification card number), company name, address and phone number. Subconsultant must provide the
District and Consultant with the logs promptly upon request.
ACWD RFP Subconsultant NDA 04/2018 2 of 2
6. At the conclusion of the proposed work for which the Confidential Information was furnished, or upon demand
by District or Consultant, the logs, all Confidential Information and any copies of the Confidential Information
shall be given to District and Consultant. Subconsultant may not retain copies of the Confidential Information
for any purpose.
7. Subconsultant agrees that the Confidential Information will at all times remain the property of District and
owned by the District.
8. The District assumes no responsibility whatsoever with respect to the completeness, sufficiency, accuracy, or
interpretations of any Confidential Information that are provided to Subconsultant pursuant to this Agreement.
In addition, District provides no warranty or guarantee, either express or implied, that the conditions indicated
in the Confidential Information are representative of the actual existing site conditions or future as-built
conditions of the subject location.
9. The unauthorized disclosure or improper use of the Confidential Information by Subconsultant will cause
irreparable harm, and that in addition to any other legal rights and remedies, the District will be entitled to
equitable remedies, including temporary and permanent injunctive relief, without the necessity of posting a
bond or other security.
10. Subconsultant may not assign this Agreement without the express written consent of the Consultant.
11. The prevailing party in any action between the parties arising from this Agreement shall be entitled to recover,
in addition to any other relief awarded, its costs and expenses incurred in any such proceeding, including,
without limitation, its reasonable fees for attorneys. Any failure to enforce any provision of this Agreement
shall not constitute a waiver thereof or of any other provision.
12. The Alameda County Water District is hereby named as a third party beneficiary of this Agreement, or of any
duty, covenant, obligation or undertaking established herein. As a third party beneficiary, Consultant and
Subconsultant agree that the District may require Consultant to enforce, or District may enforce, the terms and
conditions of this Agreement.
13. This Agreement is governed by the laws of the State of California.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement by their duly authorized officers as of
the day and year first above written
Subconsultant: Consultant:
___________________________________________ ___________________________________________
By: By:
Name: Name:
Title: Title:
APPENDIX C
Minimum Requirements Form
Minimum Requirements Form
The Proposer shall certify compliance with the below list of minimum requirements by completing
the blank fields, initialing each item in the "Proposer Compliance" column, and signing the form.
Date:
Proposer Name:
Proposer
Compliance
1 Proposer's experiences include providing HMI and SCADA software
solutions on numerous platforms from various vendors.
Proposer representative name:
Signed by Proposer representative:
Minimum Requirement
APPENDIX D
ACWD AutoCAD Standards
1
AutoCad 2018 Standards
1. Deliverables
a. Autocad and Autocad Civil3d files saved as version 2018 or older.
b. Xref files saved as version 2018 or older (autocad files, images, etc.)
c. All xref files shall be pathed with a RELATIVE PATH.
i. Xref drawing links are “broken” if Consultant’s xrefs are linked “FULL PATH.”
ii. Xref insert units is set to feet.
d. Drawing file submittals
i. Review Submittals
1. Autocad review submittals per ACWD Project Manager.
a. Autocad files
b. Xref files (Autocad files, images, etc.)
ii. Issued for Bid set
1. Stamped and signed 11”x17” and 22”x34” PDF files.
2. Revision “a” thru “z”
iii. Addendums
1. Stamped and signed 11”x17” and 22”x34” PDF files.
2. Revision “a” thru “z”
iv. Issued for Construction
1. Stamped and signed 11”x17” and 22”x34” PDF files.
2. Revision “0” (zero)
v. Revisions(after Issued for Construction) and Record Drawing Set/As-Built Set
1. Stamped and signed 11”x17” and 22”x34” PDF files.
2. Autocad 2015 files and xref files. Autocad files NOT stamped or signed.
3. Revision “1” thru “999”
2. Drawing Review Submittals (minimum)
a. 5% design and Autocad standards review.
b. 50% design and Autocad standards review.
c. 90% design and Autocad standards review.
3. Versioning and Revisions
a. Issued for Bid and Addendums = A through Z
b. Issued for Construction = 0
c. Revisions & As-built drawings (post-issued for construction) = 1 through 999
d. Revision Clouds:
i. The “Current Revision” of a drawing is most recent entry in revision block of the
titleblock.
ii. Clouded revisions on the drawing should only reflect the current revision. Old
revision clouds shall be removed from drawing.
iii. Revision cloud(s) on the drawing shall be noted with a Delta & revision letter or
number.
4. Drawing Scale
a. Drawings shall be developed at 1:1 scale in model space.
2
b. Drawings are scaled in paper/layout space through viewports.
2. Title Blocks
a. Drawing Sheet Template:
i. ACWD Titlesheet 22x34 - 2018.dwg
b. Titlesheet Template:
i. ACWD Titlesheet 22x34 - 2018.dwg
c. File names shall be the drawing number. Drawing numbers are assigned by ACWD.
eg. With a drawing number of M-06D-01-01, the file name
should be M-06D-01-01.dwg
d. Sheet Number
i. Sheet number box can be numerical or alpha-numeric (discipline letter + sheet
no.).
ii. Sheet number in “Drawing Number” must be numerical.
iii. Sheet number in “File Name” must be numerical.
e. ACWD title blocks shall be inserted in paper space.
f. The bottom/left corner of the title block shall be at coordinates 0,0.
g. Limits to be set to (0,0), (34,22). ACWD plot specs are configured to plot by limits.
3. Drawing limits shall be set at (0,0) (34,22).
4. Text
a. Text, dimensions and callouts are drawn in paper space.
b. Text style - Romans
c. General text height - 0.125.
i. Text height for plan & profile and topo maps – 0.10
ii. Text must be legible on half-size prints (11x17).
d. Text color - pen 2 (yellow)
5. Lineweight
a. ACWD plot specs are configured to print/plot “lineweight by color.”
See drawing ACWD Lineweight by Color 2018 - CONSULTANT REFERENCE
INFO.dwg.
b. All lineweight widths for each layer to be set to “bylayer.”
c. All colors shall be set to “bylayer.”
d. All linetypes shall be set to “bylayer.”
e. ACWD color/lineweight standards:
i. Object lines - pen 3 or 4
ii. Dimensions and text - pen 2
iii. Centerlines and small details - pen 1
3
iv. Text height smaller than .125 – pen 1
v. Screened lines – pens 10 through 20
6. ACAD Files Included (2D drawings)
a. ACWD Titlesheet 22x34 - 2018.dwg - Main title sheet for project. Includes
Company Name, Project name, Job Number, Date, Board members, Location/vicinity
map, and Sheet index. Title border same as title block for other drawings.
(note: Location/vicinity maps to be updated and revised to reflect project
requirements.)
b. ACWD Abbrev01 TEXT 2013.dwg - Abbreviation legend sheet. To be updated and
revised to reflect project requirements.
c. ACWD Abbrev02 PID 2013.dwg - P&ID abbreviation and symbol sheet. To be
updated and revised to reflect project requirements.
d. ACWD Abbrev03 INSTRUMENTATION 2013.dwg – Electrical Instrumentation
Abbreviation and symbol sheet. To be updated and revised to reflect project
requirements.
e. ACWD Abbrev04 INSTRUMENTATION SYMBOLS 2013.dwg – Electrical
Instrumentation abbreviation and table. To be updated and revised to reflect project
requirements.
f. ACWD Titleblock 22x34 - 2018.dwg – Drawing sheet template with titleblock.
g. Font files
i. Romans.shx,
ii. romant.shx, (on title sheet only)
iii. romand.shx,
iv. sanssb__.ttf (SansserifBold) (On title sheet only)
h. ACWD Lineweight by Color 2018 - CONSULTANT REFERENCE INFO.dwg –
Line weight by color chart
i. ACWD Titleblock Margins 2018 - CONSLTANT REFERENCE INFO.dwg –
Title block plot position on 22x34 paper.
j. Graphic scale files – File: ACWD graphic scales01.dwg
k. ACWD 22x34 2013.ctb – Full size (22”x34”)
l. ps2502.dwg – Detail/Section Callout
m. Electrical-PID Symbol Library-Legend Sheet – P&ID and Electrical symbol library.
6. Drawing Numbers, Project Numbers, & Job numbers
a. To be assigned by Alameda County Water District.
7. Color
a. Color to be set on all layers to bylayer on drawings.
APPENDIX E
Existing SCADA Files and Communication Network Diagram*