HomeMy WebLinkAboutR-2024-014 Approval of Piggyback Agreement with Quanta for AMI Water Meter SystemRESOLUTION NO. 2024-
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF DANIA
BEACH, FLORIDA, AUTHORIZING AN AGREEMENT FOR PLANNING,
DESIGN, AND IMPLEMENTATION SERVICES FOR AN AUTOMATED
METERING INFRASTRUCTURE (AMI) WATER METER SYSTEM FROM
QUANTA TECHNOLOGY, LLC, WITHOUT COMPETITIVE BIDDING AND
WITHOUT ADVERTISEMENT FOR BIDS, BY UTILIZING THE PRICING
UNDER THE CITY OF NORTH LAUDERDALE, FLORIDA REQUEST FOR
PROPOSALS (RFP) 23-PW-008; FURTHER, AUTHORIZING COMPETITIVE
BIDDING FOR THE PURCHASE AND INSTALLATION OF AN AMI WATER
METER SYSTEM; PROVIDING FOR CONFLICTS; FURTHER, PROVIDING
FOR AN EFFECTIVE DATE..
WHEREAS, the Charter of the City of Dania Beach, Part III, Article 3, Section 4,
Subsection 0), authorizes the City Manager to purchase supplies, services, equipment and
materials for the City government in amounts in excess of the established monetary threshold
without competitive bidding and without advertisement for bids if he/she is authorized to do so in
advance by a resolution adopted by the City Commission and if such purchases are made pursuant
to a competitive bid obtained within the last eighteen (18) months by other government agencies,
such as the federal government, state of Florida or a Florida municipality or county; and
WHEREAS, the Dania Beach Code of Ordinances, Chapter 2, Article 1, Section 2-10,
"Monetary thresholds for certain purchases and payment disbursement authorizations", Subsection
(a), sets the monetary threshold or limitation at $50,000.00; and
WHEREAS, the City Commission of the City of Dania Beach has previously authorized
State Revolving Loan funding for the planning and design of an Advanced Metering Infrastructure
(AMI) water meter system; and
WHEREAS, the City Administration is requesting approval to waive competitive bidding
for the procurement of AMI Consulting Services from Quanta Technology, LLC (Quanta) utilizing
the City of North Lauderdale's (RFP) No. 23-PW-008, entitled "Automated Meter Reading and
Advanced Metering Infrastructure Consulting Services", exceeding the City's annual vendor
threshold of Fifty Thousand Dollars ($50,000.00); and
WHEREAS, the City has obtained a proposal from Quanta in the total amount of Two
Hundred Forty -Five Thousand Five Hundred and Forty Dollars ($245,540.00) for planning,
design, bidding assistance, and implementation services, plus travel costs estimated at
approximately Twenty Thousand Dollars ($20,000.00), which proposal and piggy back agreement
are incorporated by reference and attached as "Exhibit A; and
WHEREAS, on January 23, 2024, the City Commission approved Resolution 2024-011
to utilize American Rescue Plan Act (ARPA) funding in the amount of One Million Five Hundred
Thousand Dollars ($1,500,000.00) towards the planning and construction of an AMI water meter
system and therefore, the City will forego the previously authorize State Revolving Fund loan.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF DANIA BEACH, FLORIDA:
Section 1. That the foregoing "Whereas" clauses are ratified and confirmed to be true
and correct and they are made a part of and are incorporated into this Resolution by this reference.
Section 2. That the proper City officials are authorized to execute a final agreement
with Quanta under the City of North Lauderdale (RFP) No. 23-PW-008, which agreement is
attached and incorporated by reference as Exhibit A.
Section 3. That the proposal amount of Two Hundred Forty -Five Thousand Five
Hundred and Forty Dollars ($245,540.00) plus travel costs shall be transferred from the 150 Fund
(ARPA-SLFRF) in an even split to the Water and Sewer Fund, Finance Distribution Division's
account No's. 401-17-05-533-31-10 and 402-17-05-535-31-10 exceeding the annual vendor
threshold of Fifty Thousand Dollars ($50,000.00).
Section 4. Following completion of planning and design, the City is authorized to
competitively bid the implementation phase of the project.
Section 5. That all resolutions or parts of resolutions in conflict with this Resolution
shall be repealed to the extent of such conflict.
Section 6. That this Resolution shall be effective 10 days after passage.
l' 1
2 RESOLUTION #2024-�
PASSED AND ADOPTED on WAY�, 2024.
Motion by ('M -fcn�
second by,
�
FINAL VOTE ON ADOP
TION: Unanimous �!
Yes No
Commissioner Joyce L. Davis
Commissioner Tamara James
Commissioner Marco Salvino
Vice Mayor Lori Lewellen T
Mayor Archibald J. Ryan IV
ATTEST: �� A e�'C.
ELORA C ARCHI #JYANIV
CITY CLERK ge1ISHED MAYOR
APPROVED AS TO FORM AND CORRECTNESS:
Et. B TSIS
TTORNEY
3 RESOLUTION #2024- v ` 1'
f
City of North Lauderdale Finance - Purchasing
CONTRACT BETWEEN THE CITY OF NORTH LAUDERDALE AND QUANTA
TECHNOLOGY, LLC
ARPA FEDERAL GRANT FUNDED PROJECT
THIS CONTRACT ("Contract"), dated this /3 day, 2023, and
is entered into by and between:
CITY OF NORTH LAUDERDALE, a municipal corporation of the State of Florida
with a business address of 701 SW 71st AVENUE, NORTH LAUDERDALE,
FLORIDA 33068 hereinafter referred to as "CITY,"
and
QUANTA TECHNOLOGY, LLC, a Delaware limited liability company authorized
to do business in the State of Florida, with a principal address of 4020
WESTCHASE BOULEVARD, SUITE 200, RALEIGH, NORTH CAROLINA,
27607(hereinafter referred to as the "CONSULTANT"). CITY and CONSULTANT
may hereinafter be referred to collectively as the "Parties."
WITNESSETH:
In consideration of the mutual terms and conditions, promises, covenants and payments
hereinafter set forth, CITY and CONSULTANT agree as follows:
ARTICLE 1- PREAMBLE
In order to establish the background, context, and form of reference for this Contract, and to
generally express the objectives and intentions of the respective parties herein, the following
statements, representations, and explanations shall be accepted as predicates for the
undertakings and commitments included within the provisions which follow, and may be relied
upon by the parties as essential elements of the mutual considerations upon which this Contract
is based.
1.1 On July 27, 2023, the CITY advertised its notice to proposers of the CITY's desire to hire
a firm to provide Consulting Services for Automated Meter Reading (AMR) and
Advanced Metering Infrastructure (AM!), as more particularly described in Exhibit "A"
attached hereto and by this reference made a part hereof, for the said Request for
Proposal (RFP) # 23-PW-008.
1.2 On September 11, 2023, the Procurement opened proposals were opened at City Hall
1.3 On October 11, 2023, the CITY's selection evaluation committee (SEC) met to review and
score the proposal that was received at a publicly noticed open to the public evaluation
meeting.
1.4 On November 11, 2023, the City Commission accepted the results of the SEC at a
publicly noticed open -to -public commission meeting that allowed the City Manager to
begin negotiations through Resolution 23-11-1361.
{00587882.1'1956-"A qq gy }008 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
1 LLC
City of North Lauderdale *'
Finance Purchasng
1.5 Negotiations pertaining to the services to be performed by the CONSULTANT were
undertaken, and this Agreement incorporates the results of such negotiation.
ARTICLE 2 - SERVICES AND RESPONSIBILITIES
2.1 CONSULTANT hereby agrees to Consulting Services for Automated Meter Reading
(AMR) and Advanced Metering Infrastructure (AMI), as more particularly described and
in accordance with the scope of work and special conditions outlined in the specifications
and Scope of Services, attached hereto as Exhibit "A" and by this reference made a
part hereof and CONSULTANT proposal attached hereto as Exhibit "B" and by this
reference made a part hereof. CONSULTANT agrees to perform all services required
pursuant to this Agreement.
2.2 CONSULTANT shall furnish all services, labor, equipment, and materials necessary and
as may be required in the performance of this Agreement, except as otherwise
specifically provided for herein, and all work performed under this Agreement shall be
done in a professional manner.
2.3 CONSULTANT shall supervise the workforce to ensure that all workers conduct
themselves and perform their work in a safe and professional manner. CONSULTANT
shall comply with all OSHA safety rules and regulations in the operation of equipment
and in the performance of the work. CONSULTANT shall at all times have a competent
field supervisor available to enforce these policies and procedures at the
CONSULTANT's expense.
2.4 CONSULTANT shall provide CITY with seventy-two (72) hours written notice prior to the
commencement of work under this Agreement and prior to any schedule change with
the exception of changes caused by inclement weather.
2.5 CONSULTANT hereby represents to CITY, with full knowledge that CITY is relying upon
these representations when entering into this Agreement with CONSULTANT, that
CONSULTANT has the professional expertise, experience and manpower to perform
the services to be provided by CONSULTANT pursuant to the terms of this Agreement.
2.6 CONSULTANT hereby represents to CITY that CONSULTANT is properly licensed by
the applicable federal, state, and local agencies to provide the services under this
Agreement. Furthermore, CONSULTANT agrees to maintain such licenses during the
term of this Agreement. If CONSULTANT's license is revoked, suspended, or terminated
for any reason by any governmental agency, CONSULTANT shall notify the CITY
immediately.
2.7 CONSULTANT shall comply with any and all Federal, State, and local laws and
regulations now in effect, or hereinafter enacted during the term of this Agreement, which
are applicable to CONSULTANT, its employees, agents or subconsultants, if any, with
respect to the work and services described herein. A violation of any federal, state, or
local law or regulation may be cause for breach, allowing the CITY to terminate this
Agreement.
2.8 CONSULTANT agrees that all meetings relating to the services herein require shall take
place at a CITY facility or via conference call, where practicable. Work performed
pursuant to this Agreement shall take place with a CITY representative present, if CITY
so desires.
ARTICLE 3 — CONTRACT PROJECT TERM
3.1 CITY is requiring the CONSULTANT to complete this project within SIXTEEN (16)
months minus any weather delays or current infrastructure problems.
{00587882.ffi 59-AgiPY-P08 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
2 LLC
a
City of North Lauderdale Finance - Purchasing
3.2 CONSULTANT shall notify the CITY's PROJECT MANAGER, in writing, of any change
in the names and addresses of each sub -CONSULTANT proposed for principal parts of
the Project, and any changes in sub-CONSULTANTs from those proposed in
CONSULTANT's bid proposal, and for such others as the CITY's PROJECT MANAGER
may direct, and shall not employ any that CITY may, within a reasonable time, object to.
ARTICLE 4 - COMPENSATION AND METHOD OF PAYMENT
4.1 The CITY agrees to compensate CONSULTANT monthly for all equipment provided and
for work that has been completed, inspected, and properly invoiced in accordance with
the price terms set forth in Exhibit "B" attached hereto and made a part hereof by this
reference. The total compensation for all services herein are outlined below.
4.2 The milestone schedule will be as follows:
Milestone Payment Schedule
Cost Per
Milestone
Phase 1: Completion of Project Kickoff
10%
$27,800.00
Phase 1: Completion of Long -Term Smart
10%
$27,800.00
Grid Strategy & Business Process Reviews
Phase 1: Completion of Field Studies and
presentation for options on
15%
$41,700.00
-upgrades/replacements
Phase 1: Completion of remaining items;
RFP Specification, Vendor Pre -qualification &
15%
$41,700.00
Research on Current product and service
offerings/present to the City
Phase 2: Completion of Vendor Selection &
15%
$41,700.00
Recommendation
Phase 2: Completion of remaining activities
15%
$41,700.00
(incl. Contract negotiation)
Phase 3: Completion of System Integration &
FSAT and Limited Deployment Evaluation
10%
$27,800.00
(Ready for Mass Deployment)
Phase 3: Completion of Full Deployment and
10%
$27,800.00
Final System Acceptance Test
Grand Total
100%
$278,000.00
Other Costs
Travel, lodging, and materials will be billed at cost with no markup. Typical travel trips
required to support the project implementation include the following. For details on
the trips, days, and staff, see Section 4: Proposed Pricing in the technical proposal.
ITEM
PH1: Business Process Workflows
$2,940.00
PH1: Field & Asset Study
$1,620.00
PH1: Council Presentation
$1,870.00
PH2: Short List Presentations Meeting
$ 1,010.00
PH2: Council Presentation
$1,870.00
{005878824_7?Ai85t j008 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
3 LLC
.;
Yk
wderdale V.
PH3: Vendor Kickoff Meeting Finance - Purcnasfn
00
10 0.
PH3: Integration FSAT testing $ $1,0 00
PH3: Added travel during mass deployment $ 3,030.00
PH3: Final Acceptance / Business Readiness $ 1,870.00
Grand Total $17,625.00
4.3 To the extent that CONSULTANT engages subconsultants to perform pursuant to this
Agreement CONSULTANT shall be solely responsible for making payment to its
subconsultants. CITY shall not have any obligation to pay or to see the payment of any
monies to any subconsultant.
4.4 Any contingency or allowance incorporated into the contract sum authorizes the CITY to
execute change orders up to the amount of the contingency without the need to obtain
additional Commission approval. In addition, CITY shall utilize the owner's contingency
to reimburse CONSULTANT for the related permit, license, impact or inspection fees. It
is hereby understood and agreed that the CONSULTANT shall not expend any
dollars in connection with the CITY'S contingency or allowance without the
expressed prior written approval from the Citv Manager Any owner's contingency
funds or allowance that have not been utilized at the end of the project will remain with
the CITY, the CONSULTANT shall only be paid for the proposed project cost as
approved by the City Commission along with any owner contingency expenses or
allowances that were approved by the CITY's authorized representative.
4.5 All payments shall be governed by the Local Government Prompt Payment Act, as set
forth in Part VII, Chapter 218, Florida Statutes
ARTICLE 5 - WAIVER OF LIENS
Prior to final payment of the amount due under the terms of this Contract, a final waiver
of lien shall be submitted by the CONSULTANT as well as all suppliers and
subconsultants who worked on the project that is the subject of this Contract. Payment
of the invoice and acceptance of such payment by CONSULTANT shall release CITY
from all claims of liability by CONSULTANT in connection with this Contract.
ARTICLE 6 - WARRANTY
6.1 CONSULTANT warrants to CITY that the services performed hereunder shall be
performed in a professional manner, and that such services and be of the highest quality.
6.2 CONSULTANT warrants to CITY that they shall comply with all applicable federal, , state
and ]ocal laws, regulations and orders in carrying out their responsibilities under this
Agreement.
6.3 CONSULTANT warrants to CITY that they are not insolvent, they are not in bankruptcy
proceedings or receivership, nor are they engaged in or threatened with any litigation or
other legal or administrative proceedings or investigations of any kind which would have
an adverse effect on their ability to perform their obligations under this Agreement.
6.4 No warranty, express or implied, may be modified, excluded„ or disclaimed in any way
by CONSULTANT. All warranties shall remain in full force and effect subsequent to the
provision of all specified services and/or the duration of this Agreement.
ARTICLE 7 - CHANGES IN SCOPE OF WORK
(00587882.ffJ:Ai85T }008—Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
4 LLC
City of North Lauderdale .'fit ..
7.1 CITY or CONSULTANT may request changes that would increase, decrease,as/ncl or
otherwise modify the Scope of Services, as described in Exhibits "A" and "B", attached
hereto and by this reference made a part hereof, as more particularly described in Article
2 of this Contract. These changes may affect the monthly compensation accordingly.
Such changes or additional services must be in accordance with the provisions of the of
the CITY's Code of Ordinances, and must be contained in a written amendment or
change order, executed by the Parties hereto, with the same formality, equality and
dignity herewith prior to any deviation from the terms of this Contract, including the
initiation of any additional or extra work.
7.2 In no event will the CONSULTANT be compensated for any work which has not been
described either herein or in a separate written Contract or change order executed by
the Parties hereto.
ARTICLE 8 — INDEMNIFICATION AND LIMITATIONS OF LIABILITY
8.1 The CONSULTANT shall indemnify and hold harmless the CITY and its officers,
employees, agents and instrumentalities from liability, losses or damages, including
attorneys' fees and costs of defense, which the CITY or its officers, employees, agents
or instrumentalities may incur as a result of third -party claims, demands, suits, causes
of actions or proceedings of any kind or nature to the extent arising out of or resulting
from negligence, recklessness, or intentional wrongful misconduct of CONSULTANT or
its employees, agents, servants, partners, principals or subconsultants. The
CONSULTANT shall pay all third -party claims and losses in connection therewith and
shall investigate and defend all claims, suits or actions related to the contents of this
Section in the name of the CITY, where applicable, including appellate proceedings, and
shall pay all costs, judgments, and attorneys' fees which may issue thereon.
8.2 Other than with regard to third party claims indemnified hereunder by CONSULTANT,
notwithstanding anything in this Agreement or otherwise to the contrary, and in addition
to, cumulative of and not in limitation of any other limits on liability herein, the maximum
aggregate liability of CONSULTANT and CONSULTANT Indemnified Parties under this
Agreement or the relevant Order, regardless of cause (whether in contract, tort, strict
liability, or otherwise), shall not exceed in the aggregate an amount equal to (A) (with
respect to losses covered by policies of insurance CONSULTANT is required to obtain
and maintain under this Agreement) actual proceeds from the coverage amounts
required under this Agreement for the policy covering such loss, and (B) for claims as to
which no such coverage is required (e.g., for ordinary breach of contract) the total
amount of compensation paid to CONSULTANT under or for this Agreement or the
relevant Order.
8.3 Notwithstanding any other provisions of this Agreement to the contrary, neither CITY nor
CONSULTANT shall be liable under this Agreement or under any cause of action related
to the subject matter of this Agreement, whether in contract, tort (including negligence),
strict liability, products liability, indemnity, contribution, or any other cause of action for
punitive, special, indirect, incidental or consequential losses or damages, including loss
of profits, use, opportunity, revenues, financing, bonding capacity, or business
interruptions; provided that the limitation of liability set forth in this Section shall not apply
to CONSULTANT's : (1) indemnity obligations with respect to Third -Party Claims, (ii)
willful misconduct, (iii) gross negligence, and/or (iv) breach of confidentiality provisions;
nor shall the limitation apply to CITY's liability, if any, for payment for termination without
cause or suspension of CONSULTANT without CONSULTANT's fault. "Third -Party
Claim" means a claim by any person other than (i) a Party, (ii) person providing or
receiving indemnity under this Contract, or (iii) a third -party beneficiary to this
Agreement.
{00587882.'I"1956760i85i }008—Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AM[) Consulting Services QUANTA TECHNOLOGY,
5 LLC
'w
City of North Lauderdale Finance - Purchasing
8.4 Upon completion of all services, obligations and duties provided for in this Contract, or
in the event of termination of this Contract for any reason, the terms and conditions of
this Article shall survive indefinitely.
8.5 CITY reserves the right to select its own legal counsel to conduct any defense in any
such proceeding and all costs and fees associated therewith shall be the responsibility
of CONSULTANT.
8.6 Nothing contained herein is intended nor shall be construed to waive CITY's rights and
immunities under the common law or §768.28, Florida Statutes, as may be amended
from time to time.
ARTICLE 9 - INSURANCE
9.1 The CONSULTANT expressly understands and agrees that any insurance protection
required by this Contract or otherwise provided by the CONSULTANT shall in no way
limit the responsibility to indemnify, keep and save harmless and defend the CITY or its
officers, employees, agents and instrumentalities as herein provided.
9.2 CONSULTANT shall not commence work under this Contract until it has obtained all
insurance required under this paragraph and such insurance has been approved by the
Risk Manager of the CITY nor shall the CONSULTANT allow any subconsultant to
commence work on any subcontract until all similar such insurance required of the
subconsultant has been obtained and similarly approved.
9.3 Certificates of Insurance, reflecting evidence of the required insurance, shall be filed with
the CITY's Risk Manager prior to the commencement of this Contract. Policies shall be
issued by companies authorized to do business under the laws of the State of Florida. The
insurance company shall be rated no less than "A" as to management, and no less than
"Class VI" as to financial strength according to the latest edition of Best's Insurance Guide
published by A.M. Best Company.
9.4 Policies shall be endorsed to provide the CITY thirty (30) days' notice of cancellation or
the CONSULTANT shall obtain written Contract from its agent to provide the CITY thirty
(30) days' notice of cancellation.
9.5 Insurance shall be in force until all obligations required to be fulfilled under the terms of
the Contract are satisfactorily completed as evidenced by the formal acceptance by the
CITY. In the event the insurance certificate provided indicates that the insurance shall
terminate and lapse during the period of this Contract, the CONSULTANT shall furnish,
at least fifteen (15) days prior to the expiration of the date of such insurance, a renewed
certificate of insurance as proof that equal and like coverage for the balance of the period
of the Contract and extension thereunder is in effect. The CONSULTANT shall neither
commence nor continue to provide any services pursuant to this Contract unless all
required insurance remains in full force and effect. CONSULTANT shall be liable to CITY
for any lapses in service resulting from a gap in insurance coverage.
9.6 REQUIRED INSURANCE.
CONSULTANT agrees to maintain, on a primary non-contributory basis and at its sole
expense, at all times during the life of this Agreement, the following insurance coverages,
limits, including endorsements described herein. The requirements contained herein, as
well as City's review or acceptance of insurance maintained by CONSULTANT is not
intended to and shall not in any manner limit or qualify the liabilities or obligations
assumed by Consultant under this Agreement. Any coverage maintained by the City shall
apply excess of, or contingent upon the absence of, other insurance required or
maintained by Consultant.
{00587882.M59=76;i1357 }008 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AM[) Consulting Services QUANTA TECHNOLOGY,
6 LLC
City of North Lauderdale Finance - Purchasing
A. Commercial General Liability: Consultant agrees to maintain Commercial General
Liability at a limit of liability of $1,000,000 each occurrence, $2,000,000 annual
aggregate. Coverage shall not contain any endorsement(s) excluding nor limiting
Product/Completed Operations, Contractual Liability or Separation of Insureds
B. Worker's Compensation Insurance & Employers Liability: Consultant agrees to
maintain Worker's Compensation Insurance & Employers Liability in accordance
with Florida Statute, Chapter 440.
C. Professional Liability: Consultant agrees to maintain Professional (Errors &
Omissions) Liability at a limit of liability of $500,000 per claim, $1,000,000
annual aggregate, or a $1,000,000 combined single limit. When a self- insured
retention (SIR) or deductible exceeds $25,000, the City reserves the right, but not
the obligation, to review and request a copy of the Consultant's most recent annual
report or audited financial statement. For policies written on a "Claims- Made"
basis, Consultant agrees to maintain a retroactive date prior to or equal to the
effective date of any resulting contract. In the event the policy is cancelled, non -
renewed, switched to an Occurrence Form, retroactive date advanced, or any other
event triggering the right to purchase a Supplemental Extended Reporting Period
(SERP) during the life of any resulting contract, Consultant agrees to purchase a
SERP with a minimum reporting period of two (2) years. The requirement to
purchase a SERP shall not relieve Consultant of the obligation to provide
replacement coverage.
D. Additional Insured: The Consultant agrees to endorse the City as an Additional
Insured on the Commercial General Liability to the extent of Consultant's expressly
assumed indemnification obligations under this Agreement with the following, or
similar endorsement providing equal or broader Additional Insured coverage, the
GC 20 26 04 13 Additional Insured — Designated Person or Organization
endorsements; or the GC 20 10 04 13 Additional Insured — Owners, Lessees, or
CONSULTANTs endorsements in combination with the additional endorsement
GC 20 04 13 Additional Insured — Owners, Lessees, or CONSULTANTs —
Completed Operations shall be required to provide back coverage for the
CONSULTANT's "your work" as defined in the policy and liability arising out of the
products -completed operations hazard. The Additional Insured shall read "City of
North Lauderdale."
E. Waiver of Subrogation: Consultant agrees to provide a Waiver of Subrogation for
each required policy herein except to the extent any loss, claim, damage, etc. is
caused by the negligence, recklessness or willful misconduct of any party
indemnified hereunder by Consultant. When required by the insurer, or should a
policy condition not permit Consultant to enter into an pre -loss agreement to waive
subrogation without an endorsement, then Consultant agrees to notify the insurer
and request the policy be endorsed with a Waiver of Transfer of Rights of Recovery
Against Others, or its equivalent. This Waiver of Subrogation requirement shall not
apply to any policy, which includes a condition specifically prohibiting such an
endorsement, or voids coverage should Consultant enter into such an agreement
on a pre -loss basis.
F. Certificate(s) of Insurance: Consultant agrees to provide City a Certificate of
Insurance evidencing that all coverages, limits and endorsements required herein
are maintained and in full force and effect, and Certificates of Insurance shall
{00587882."�4_ iAajR8�Y}008 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
7 LLC
�,. <.
City of North Lauderdale � Finance - Purchasino
provide a minimum thirty (30) day endeavor to notify City of a non -renewal or
cancellation notice, when available by Consultant's insurer. If the Consultant
receives a non -renewal or cancellation notice from an insurance carrier affording
coverage required herein, or receives notice that coverage no longer complies with
the insurance requirements herein, Consultant agrees to notify the City by fax and
email as set forth in this Section within five (5) business days with a copy of the
non -renewal or cancellation notice, or written specifics as to which coverage is no
longer in compliance.
The certificate holder address shall read:
City of North Lauderdale
Attn: Risk
City of North Lauderdale
701 SW 71 st Ave
North Lauderdale, FL 33068
G. Right to Revise or Reject: City reserves the right, but not the obligation, to revise
any insurance requirement, not limited to limits, coverages and endorsements, or
to reject any insurance policies that fail to meet the criteria stated herein.
Additionally, City reserves the right, but not the obligation, to review and reject any
insurer providing coverage due of its poor financial condition or failure to operating
legally.
ARTICLE 10 - NON-DISCRIMINATION & EQUAL OPPORTUNITY EMPLOYMENT
During the performance of the Contract, the CONSULTANT shall not discriminate against
any person in its operations, activities or delivery of services. The CONSULTANT shall
affirmatively comply with all applicable provisions of federal, state and local equal
opportunity employment laws and shall not engage in or commit any discriminatory
practices against any person based on race, age, religion, color, gender, pregnancy,
sexual orientation, gender identity and expression, national origin, marital status, physical
or mental disability, political affiliation or any other factor which cannot be lawfully used as
a basis for service delivery.
ARTICLE 11 -INDEPENDENT CONSULTANT
This Contract does not create an employee/employer relationship between the Parties. It
is the intent of the Parties that the CONSULTANT is an independent CONSULTANT under
this Contract and not the CITY's employee for all purposes, including but not limited to,
the application of the Fair Labor Standards Act minimum wage and overtime payments,
Federal Insurance Contribution Act, the Social Security Act, the Federal Unemployment
Tax Act, the provisions of the Internal Revenue Code, the State Workers' Compensation
Act, and the State unemployment insurance law. The CONSULTANT shall retain sole and
absolute discretion in the judgment of the manner and means of carrying out
CONSULTANT's activities and responsibilities hereunder provided, further that
administrative procedures applicable to services rendered under this Contract shall be
those of CONSULTANT, which policies of CONSULTANT shall not conflict with CITY,
State, Federal or United States policies, rules or regulations relating to the use of
CONSULTANT's funds provided for herein. The CONSULTANT agrees that it is a
separate and independent enterprise from the CITY, that it has full opportunity to find other
business, that it has made its own investment in its business, and that it will utilize a high
level of skill necessary to perform the work. This Contract shall not be construed as
{00587882.9M-75 M#_P08 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AM]) Consulting Services QUANTA TECHNOLOGY,
8 LLC
#,x$r
City of North Lauderdale ' Finance - Purchasing
creating any joint employment relationship between the CONSULTANT and the CITY and
the CITY will not be liable for any obligation incurred by CONSULTANT, including but not
limited to unpaid minimum wages and/or overtime premiums.
ARTICLE 12 - TERMINATION
12.1 Termination for Convenience. This Contract may be terminated by CITY for
convenience, upon providing seven (7) business days written notice to the
CONSULTANT for such termination in which event CONSULTANT shall be paid its
compensation for services performed to termination date, including services reasonably
related to termination plus reimbursement of any costs incurred by CONSULTANT in
reasonable anticipation of completion of the project that cannot otherwise be mitigated.
In the event that CONSULTANT abandons this Contract or causes it to be terminated,
CONSULTANT shall indemnify CITY against loss pertaining to this termination.
12.2 Default by CONSULTANT. In addition to all other remedies available to CITY, this
Contract shall be subject to cancellation by CITY for cause, should CONSULTANT
neglect or fail to perform or observe any of the terms, provisions, conditions, or
requirements herein contained, if such neglect or failure shall continue for a period of
fourteen (14) days after receipt by CONSULTANT of written notice of such neglect or
failure.
12.3 This Contract may be terminated by the CITY at any time before issuance of a Notice to
Proceed. If this Contract is cancelled in such manner, the CONSULTANT shall not be
entitled to compensation under this Contract.
ARTICLE 13 - UNCONTROLLABLE FORCES
13.1 Neither CITY nor CONSULTANT shall be considered to be in default of this Contract if
delays in or failure of performance shall be due to Uncontrollable Forces, the effect of
which, by the exercise of reasonable diligence, the non -performing party could not avoid.
The term "Uncontrollable Forces" shall mean any event which results in the prevention
or delay of performance by a party of its obligations under this Contract and which is
beyond the reasonable control of the nonperforming party. It includes, but is not limited
to fire, flood, earthquakes, storms, lightning, epidemic, pandemic, act of God, war, riot,
civil disturbance, sabotage, and governmental actions.
13.2 Neither party shall, however, be excused from performance if nonperformance is due to
forces, which are preventable, removable, or remediable, and which the nonperforming
party could have, with the exercise of reasonable diligence, prevented, removed, or
remedied with reasonable dispatch. The nonperforming party shall, within a reasonable
time of being prevented or delayed from performance by an uncontrollable force, give
written notice to the other party describing the circumstances and uncontrollable forces
preventing continued performance of the obligations of this Contract.
ARTICLE 14 - CONTRACT SUBJECT TO FUNDING
This Contract shall remain in full force and effect only as long as the expenditures
provided for in the Contract have been appropriated by the City Commission of the City
of North Lauderdale in the annual budget for each fiscal year of this Contract, and is
subject to termination based on lack of funding.
ARTICLE 15 - GOVERNING LAW AND VENUE
This Contract shall be governed by and construed in accordance with the laws of the
State of Florida as now and hereafter in force. The venue for any and all actions or
claims arising out of or related to this Contract shall be in Broward County, Florida.
{00587882.ff 56709YY_008 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
9 LLC
l R,
City of North Lauderdale r `i`.
Finance - Purchasing
ARTICLE 16 - SIGNATORY AUTHORITY
CONSULTANT shall provide CITY with copies of requisite documentation evidencing
that the signatory for CONSULTANT has the authority to enter into this Contract.
ARTICLE 17 - MERGER; AMENDMENT
This Contract constitutes the entire Contract between CONSULTANT and CITY, and
negotiations and oral understandings between the Parties are merged herein. This
Contract can be supplemented or amended only by a written document executed by
both CONSULTANT and CITY with the same formality and equal dignity herewith.
ARTICLE 18 - DEFAULT OF CONTRACT & REMEDIES
18.1 Correction of Work. If, in the judgment of CITY, work provided by CONSULTANT does
not conform to the requirements of this Contract, or if the work exhibits poor
workmanship, CITY reserves the right to require that CONSULTANT correct all
deficiencies in the work to bring the work into conformance without additional cost to
CITY, and replace any personnel who fail to perform in accordance with the
requirements of this Contract. CITY shall be the sole judge of non-conformance and the
quality of workmanship, but shall apply reasonable standards as accepted in the
industry.
18.2 Default of Contract. The occurrence of any one or more of the following events shall
constitute a default and breach of this Contract by CONSULTANT:
18.3.1 The abandonment of the project that is the subject of this Contract by
CONSULTANT for a period of more than seven (7) business days.
18.3.2 The abandonment, unnecessary delay, refusal of, or failure to comply with
any of the terms of this Contract or neglect, or refusal to comply with the
instructions of the CITY's Protect Manager relative thereto.
18.3.3 The failure by CONSULTANT to observe or perform any of the terms,
covenants, or conditions of this Contract to be observed or performed by
CONSULTANT, where such failure shall continue for a period of seven (7)
days after written notice thereof by CITY to CONSULTANT; provided,
however, that if the nature of CONSULTANT's default is such that more
than seven (7) days are reasonably required for its cure, then
CONSULTANT shall not be deemed to be in default if CONSULTANT
commences such cure within said seven (7) day period and thereafter
diligently prosecutes such cure to completion.
18.3.4 The assignment and/or transfer of this Contract or execution or attachment
thereon by CONSULTANT or any other party in a manner not expressly
permitted hereunder.
18.3.5 The making by CONSULTANT of any general assignment or general
arrangement for the benefit of creditors, or the filing by or against
CONSULTANT of a petition to have CONSULTANT adjudged a
bankruptcy, or a petition for reorganization or arrangement under any law
relating to bankruptcy (unless, in the case of a petition filed against
CONSULTANT, the same is dismissed within sixty (60) days); or the
appointment of a trustee or a receiver to take possession of substantially
all of CONSULTANT's assets, or for CONSULTANT's interest in this
Contract, where possession is not restored to CONSULTANT within thirty
(30) days; for attachment, execution or other judicial seizure of substantially
{00587882.�59-4NYY}008 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
10 LLC
CIZ of North Lai derdaleFinance -
all of CONSULTANT's assets, or for CONSULTANT's interest in hthis
Contract, where such seizure is not discharged within thirty (30) days.
18.4 Remedies in Default. In case of default by CONSULTANT, CITY shall notify
CONSULTANT, in writing, of such abandonment, delay, refusal, failure, neglect,
or default and direct CONSULTANT to comply with all provisions of this Contract.
A copy of such written notice shall be mailed to the Surety on the Performance
Bond. If the abandonment, delay, refusal, failure, neglect or default is not cured
within seven (7) days of when notice was sent by CITY, CITY may declare a default
of the Contract and notify CONSULTANT of such declaration of default and
terminate the Contract. The Surety on the Performance Bond shall within ten (10)
days of such declaration of default, rectify or cause to be rectified any
mismanagement or breach of service in the Contract and assume the work of
CONSULTANT and proceed to perform services under the Contract, at its own
cost and expense.
18.4.1 Upon such declaration of default, all payments remaining due
CONSULTANT at the time of default, less all sums due CITY for damages
suffered, or expenses incurred by reason of default, shall be due and
payable to Surety. Thereafter the Surety shall receive monthly payments
equal to those that would have been paid by the CONSULTANT had the
CONSULTANT continued to perform the services under the Contract.
18A.2 CITY may complete the Contract, or any part thereof, either by day labor
or re -letting a contract for the same, and procure the equipment and the
facilities necessary for the completion of the Contract, and charge the cost
of same to CONSULTANT and/or the Surety together with the cost's
incident thereto to such default.
18.4.3 In the event CITY completes the Contract at a lesser cost than would have
been payable to CONSULTANT under this Contract, if the same had been
fulfilled by CONSULTANT, CITY shall retain such differences. Should such
cost to CITY be greater, CONSULTANT shall pay the amount of such
excess to the CITY.
18.4.4 Notwithstanding the other provisions in this Section, CITY reserves the
right to terminate the Contract at any time, whenever the service provided
by CONSULTANT fails to meet reasonable standards of the trade after
CITY gives written notice to the CONSULTANT of the deficiencies as set
forth in the written notice within fourteen calendar (14) days of the receipt
by CONSULTANT of such notice from CITY.
ARTICLE 19 — BANKRUPTCY
It is agreed that if CONSULTANT is adjudged bankrupt, either voluntarily or involuntarily,
then this Contract shall terminate effective on the date and at the time the bankruptcy
petition is filed.
ARTICLE 20 — DISPUTE RESOLUTION
In the event that a dispute, if any, arises between CITY and CONSULTANT relating to
this Contract, performance or compensation hereunder, CONSULTANT shall continue
to render service in full compliance with all terms and conditions of this Contract as
interpreted by CITY regardless of such dispute. Failure of CITY to pay CONSULTANT
for a period of three (3) months or more, unrelated to a funding issue, shall be an
(00587882. IfM-7?-Ai0-}008—Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AM]) Consulting Services QUANTA TECHNOLOGY,
I LLC
,.4City of North Lauderdale
Finance - Purchasing
exception to this requirement and CONSULTANT may stop work until said amounts are
paid. CONSULTANT expressly agrees that in the event of such a dispute, if any, it will
not seek injunctive relief in any court, but will negotiate with CITY for an adjustment on
the matter or matters in dispute and, upon failure of said negotiations to resolve the
dispute, may present the matter to a court of competent jurisdiction in an appropriate
suit therefore instituted by it or by CITY.
ARTICLE 21 — PUBLIC RECORDS
21.1 The City of North Lauderdale is a public agency subject to Chapter 119, Florida Statutes.
The CONSULTANT shall comply with Florida's Public Records Laws. Specifically,
the CONSULTANT shall:
21.1.1 Keep and maintain public records required by the CITY to perform the
service;
21.1.2 Upon request from the CITY's custodian of public records, provide the CITY
with a copy of the requested records or allow the records to be inspected
or copied within a reasonable time at a cost that does not exceed the cost
provided in Chapter 119, Florida Statutes, or as otherwise provided by law;
21.1.3 Ensure that public records that are exempt or that are confidential and
exempt from public record disclosure requirements are not disclosed
except as authorized by law for the duration of the Contract term and,
following completion of the Contract, CONSULTANT shall destroy all
copies of such confidential and exempt records remaining in its possession
after the CONSULTANT transfers the records in its possession to the CITY;
and
21.1.4 Upon completion of the Contract, CONSULTANT shall transfer to the CITY,
at no cost to the CITY, all public records in CONSULTANT's possession.
All records stored electronically by the CONSULTANT must be provided to
the CITY, upon request from the CITY's custodian of public records, in a
format that is compatible with the information technology systems of the
CITY.
21.2 The failure of CONSULTANT to comply with the provisions set forth in this Article
shall constitute a Default and Breach of this Contract and the CITY shall enforce
the Default in accordance with the provisions set forth herein.
IF THE CONSULTANT HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN
OF PUBLIC RECORDS AT:
CITY CLERK
701 SOUTHWEST 71ST AVENUE NORTH
LAUDERDALE, FL 33068 (954) 724-7056
CITYCLERK(a-NLAUDERDALE.ORG
ARTICLE 22 — FEDERAL GRANT REQUIREMENTS
t00587882,ff 56-4�1851 }008 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
12 LLC
City of North Lauderdale „ ^=
Finance - Purchasing
Notwithstanding anything to the contrary set forth herein, CONSULTANT shall comply with
the applicable federal required standard provisions, as set forth in 2 C.F.R. Sec.
200.326 and 2 C.F.R. Part 200. In the event of any conflicts, the provisions of 2 C.F.R.
Sec. 200.326 and 2 C.F.R. Part 200 shall prevail. Any reference made to CONSULTANT
in this section shall also apply to any SUB -CONSULTANT under the terms of this Contract.
The prime CONSULTANT shall be responsible for the compliance by any SUB -
CONSULTANT or lower- tier SUB -CONSULTANT with all of these contract clauses:
22.1 Equal Employment Opportunity. During the performance of this contract,
CONSULTANT agrees as follows:
22.1.1 CONSULTANT will not discriminate against any employee or
applicant for employment because of race, color, religion, sex,
sexual orientation, gender identity, or national origin.
CONSULTANT will take affirmative action to ensure that applicants
are employed and that employees are treated during employment,
without regard to their race, color, religion, sex, sexual orientation,
gender identity, or national origin. Such action shall include, but not
be limited to the following: Employment, upgrading, demotion, or
transfer, recruitment or recruitment advertising; layoff ortermination;
rates of pay or other forms of compensation; and selection for
training, including apprenticeship. CONSULTANT agrees to post in
conspicuous places, available to employees and applicants for
employment, notices to be provided by the contracting officer
setting forth the provisions of this nondiscrimination clause.
22.1.2 CONSULTANT will, in all solicitations or advertisements for
employees placed by or on behalf of CONSULTANT, state that all
qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, sexual orientation,
gender identity, or national origin.
22.1.3 CONSULTANT will not discharge or in any other manner
discriminate against any employee or applicant for employment
because such employee or applicant has inquired about, discussed,
or disclosed the compensation of the employee or applicant or
another employee or applicant. This provision shall not apply to
instances in which an employee who has access to the
compensation information of other employees or applicants as a
part of such employee's essential job functions discloses the
compensation of such other employees or applicants to individuals
who do not otherwise have access to such information, unless such
disclosure is in response to a formal complaint or charge, in
furtherance of an investigation, proceeding, hearing, or action,
including an investigation conducted by the employer, or is
consistent with CONSULTANT's legal duty to furnish information.
22.1.4 CONSULTANT will send to each labor union or representative of
workers with which it has a collective bargaining agreement or other
contract or understanding, a notice to be provided by the agency
contracting officer, advising the labor union or workers'
representative of CONSULTANT's commitments under section 202
of Executive Order 11246 of September 24, 1965, and shall post
{00587882. IM5-7-AMbYY-P08 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
13 LLC
Ak
City of North Lauderdale Finance - Purchasing
copies of the notice in conspicuous places available to employees
and applicants for employment.
22.1.5 CONSULTANT will comply with all provisions of Executive Order
11246 of September 24, 1965, and of the rules, regulations, and
relevant orders of the Secretary of Labor.
22.1.6 CONSULTANT will furnish all information and reports required by
Executive Order 11246 of September 24, 1965, and by the rules,
regulations, and orders of the Secretary of Labor, or pursuant
thereto, and will permit access to his books, records, and accounts
by the contracting agency and the Secretary of Labor for purposes
of investigation to ascertain compliance with such rules,
regulations, and orders.
22.1.7 In the event of CONSULTANT's non-compliance with the
nondiscrimination clauses of this contract or with any of such rules,
regulations, or orders, this Agreement may be canceled, terminated
or suspended in whole or in part and CONSULTANT may be
declared ineligible for further Government contracts in accordance
with procedures authorized in Executive Order 11246 of September
24, 1965, and such other sanctions may be imposed and remedies
invoked as provided in Executive Order 11246 of September 24,
1965, or by rule, regulation, or order of the Secretary of Labor, or
as otherwise provided by law.
22.1.8 CONSULTANT will include the provisions of paragraphs (22.1.1
through (22.1.7) in every subcontract or purchase order unless
exempted by rules, regulations, or orders of the Secretary of Labor
issued pursuant to section 204 of Executive Order 11246 of
September 24, 1965, so that such provisions will be binding upon
each subconsultant or vendor. CONSULTANT will take such action
with respect to any subcontract or purchase order as may be
directed by the Secretary of Labor as a means of enforcing such
provisions including sanctions for noncompliance: Provided,
however, that in the event CONSULTANT becomes involved in, or
is threatened with, litigation with a subconsultant or vendor as a
result of such direction, CONSULTANT may request the United
States to enter into such litigation to protect the interests of the
United States.
22.2 Davis -Bacon Act. CONSULTANT shall comply with the Davis -Bacon Act
(40 U.S.C. 276a to 276a-7) as supplemented by Department of Labor
Regulations (29 CFR Part 5). In accordance with the statute,
CONSULTANT must be required to pay wages to laborers and mechanics
at a rate not less than the prevailing wages specified in a wage
determination made by the Secretary of Labor. In addition, CONSULTANT
must be required to pay wages not less than once a week.
22.3 Copeland "Anti -Kickback" Act. CONSULTANT shall comply with the
Copeland "Anti -Kickback" Act, (40 U.S.C. 3145), as supplemented by
Department of Labor regulations (29 CFR Part 3, "CONSULTANTs and
Subconsultants on Public Building or Public Work Financed in Whole or in
Part by Loans or Grants from the United States"). CONSULTANT must be
prohibited from inducing, by any means, any person employed in the
construction, completion, or repair of public work, to give up any part of the
(00587882.ff 56:A ij 5T?08 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
14 LLC
8
Cit of North Lauderdale
compensation to which he or sheisotherwise entitled. City must report all Pu�hasn
suspected or reported violations to the Federal awarding agency.
22.4 Contract Work Hours and Safety Standards Act 40 U.S.C. 3701-3708 .
Where applicable, pursuant to 40 U.S.C. 3702 and 3704, as supplemented
by Department of Labor regulations (29 CFR Part 5) CONSULTANT must
be required to compute the wages of every mechanic and laborer on the
basis of a standard work week of 40 hours. Work in excess of the standard
work week is permissible provided that the worker is compensated at a rate
of not less than one and a half times the basic rate of pay for all hours
worked in excess of 40 hours in the work week. The requirements of 40
U.S.C. 3704 are applicable to construction work and provide that no laborer
or mechanic must be required to work in surroundings or under working
conditions which are unsanitary, hazardous or dangerous.
22.4.1 Overtime requirements. No CONSULTANT or subconsultant
contracting for any part of the contract work which may require or
involve the employment of laborers or mechanics shall require or
permit any such laborer or mechanic in any workweek in which he
or she is employed on such work to work in excess of forty hours in
such workweek unless such laborer or mechanic receives
compensation at a rate not less than one and one-half times the
basic rate of pay for all hours worked in excess of forty hours in
such workweek.
22.4.2 Violation; liability for unpaid wages; liquidated damages. In the
event of any violation of the clause set forth in this section,
paragraph (i), the CONSULTANT and any subconsultant
responsible therefor shall be liable for the unpaid wages. In addition,
such CONSULTANT and subconsultant shall be liable to the United
States (in the case of work done under contract for the District of
Columbia or a territory, to such District or to such territory), for
liquidated damages. Such liquidated damages shall be computed
with respect to each individual laborer or mechanic, including
watchmen and guards, employed in violation of the clause set forth
in paragraph (i) of this section, in the sum of $10 for each calendar
day on which such individual was required or permitted to work in
excess of the standard workweek of forty hours without payment of
the overtime wages required by the clause set forth in paragraph (i)
of this section.
22.4.3 Withholding for unpaid wages and liquidated damages. City
shall upon Its own action or upon written request of an authorized
representative of the Department of Labor withhold or cause to be
withheld, from any moneys payable on account of work performed
by CONSULTANT or SUB -CONSULTANT under any such contract
or any other Federal contract with the same prime CONSULTANT,
or any other federally -assisted contract subject to the Contract Work
Hours and Safety Standards Act, which is held by the same prime
CONSULTANT, such sums as may be determined to be necessary
to satisfy any liabilities of such CONSULTANT or subconsultant for
unpaid wages and liquidated damages as provided in the clause set
forth in paragraph
(ii) of this section.
{00587882.gT5#_ >gi�#}008 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AM[) Consulting Services QUANTA TECHNOLOGY,
15 LLC
rt
,
City of North Lauderdale Finance - Purchasing
22.4.4 Subcontracts. CONSULTANT or subconsultant shall insert in any
subcontracts the clauses set forth in paragraph (22.4.1) through
(24.4.4) of this section and also a clause requiring the
subconsultants to include these clauses in any lower tier
subcontracts. The prime CONSULTANT shall be responsible for
compliance by any SUB -CONSULTANT or lower tier subconsultant
with the clauses set forth in paragraphs (22.4.4) through (22.4.4) of
this section.
22.5 CONSULTANT agrees to comply with all applicable standards, orders or
regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401- 7671q)
and the Federal Water Pollution Control Act, as amended (33 U.S.C. 1251-
1387). City will report violations to the Federal awarding agency and the
Regional Office of the Environmental Protection Agency (EPA).
22.5.1 Clean Air Act. CONSULTANT agrees to comply with all applicable
standards, orders or regulations issued pursuant to the Clean Air
Act, as amended, 42 U.S.C. § 7401 et seq. CONSULTANT agrees
to report each violation to City and understands and agrees that the
City will, in turn, report each violation as required to assure
notification to the State, Federal Emergency Management Agency,
and the appropriate Environmental Protection Agency Regional
Office. CONSULTANT agrees to include these requirements in
each subcontract exceeding $150,000 financed in whole or in part
with Federal assistance.
22.5.2 Federal Water Pollution Control Act. CONSULTANT agrees to
comply with all applicable standards, orders or regulations issued
pursuant to the Federal Water Pollution Control Act, as amended,
33 U.S.C. 1251 et seq. CONSULTANT agrees to report each
violation to the City and understands and agrees that the City will,
in turn, report each violation as required to assure notification to the
State, Federal Emergency Management Agency, and the
appropriate Environmental Protection Agency Regional Office.
CONSULTANT agrees to include these requirements in each
subcontract exceeding $150,000 financed in whole or in part with
Federal assistance.
22.6 Suspension and Debarment. This Agreement is a covered transaction for
purposes of 2 C.F.R. pt. 180 and 2 C.F.R. pt. 3000, as such CONSULTANT
is required to verify that none of the CONSULTANT's agents, principals
(defined at 2 C.F.R. § 180.995), or affiliates (defined at 2 C.F.R. § 180.905)
are excluded (defined at 2 C.F.R. § 180.940) or disqualified (defined at 2
C.F.R. § 180.935). CONSULTANT must comply with 2 C.F.R. pt. 180,
subpart C and 2 C.F.R. pt. 3000, subpart C and must include a requirement
to comply with these regulations in any lower tier covered transaction it
enters into. This certification is a material representation of fact relied upon
by City. If it is later determined that CONSULTANT did not comply with 2
C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C, in addition to
remedies available to State and City, the Federal Government may pursue
available remedies, including but not limited to suspension and/or
debarment. The bidder or proposer agrees to comply with the requirements
of 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C while this
offer is valid and throughout the period of any contract that may arise from
{oos87as2. f �i�si�s}008 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
16 LLC
„art
City of North Lauderdale y'
Frnance Purchasrng
this offer. The bidder or proposer further agrees to include a provision
requiring such compliance in its lower tier covered transactions.
22.7 Byrd Anti -Lobbying Amendment as amended (31 U.S.C. $ 1352).
CONSULTANT shall file the required certification pursuant to 31 U.S.C.
1352. Each tier certifies to the tier above that it will not and has not used
Federal appropriated funds to pay any person or organization for
influencing or attempting to influence an officer or employee of any agency,
a member of Congress, officer or employee of Congress, or an employee
of a member of Congress in connection with obtaining any Federal
contract, grant, or any other award covered by 31 U.S.C. § 1352. Each tier
shall also disclose any lobbying with non -Federal funds that takes place in
connection with obtaining any Federal award. Such disclosures are
forwarded from tier to tier up to the recipient.
22.8 Compliance with State Energy Policy and Conservation Act.
CONSULTANT shall comply with all mandatory standards and policies
relating to energy efficiency contained in the State energy conservation
plan issued in compliance with the Energy Policy and Conservation Act
(Pub. L. 94-163, 89 Stat. 871).
22.9 Procurement of Recovered Materials. The City and CONSULTANT must
comply with Section 6002 of the Solid Waste Disposal Act, as amended by
the Resource Conservation and Recovery Act. The requirements of
Section 6002 include procuring only items designated in guidelines of the
Environmental Protection Agency (EPA) at 40 CFR part 247 that contain
the highest percentage of recovered materials practicable, consistent with
maintaining a satisfactory level of competition, where the purchase price of
the item exceeds $10,000 or the value of the quantity acquired during the
preceding fiscal year exceeded $10,000; procuring solid waste
management services in a manner that maximizes energy and resource
recovery; and establishing an affirmative procurement program for
procurement of recovered materials identified in the EPA guidelines.
22.10 Reporting. Pursuant to 44 CFR 13.36(i)(7), CONSULTANT shall comply
with federal requirements and regulations pertaining to reporting, including
but not limited to those set forth at 44 CFR 40 and 41, if applicable.
Furthermore, both parties shall provide the FEMA Administrator, the
Comptroller General of the United States, or any of their authorized
representative access to any books, documents, papers, and records of
CONSULTANT which are directly pertinent to this contract for the purpose
of making audits, examinations, excerpts, and transcriptions. Also, both
Parties agree to provide FEMA Administrator or his authorized
representative access to construction or other work sites pertaining to the
work being completed under the Agreement.
22.11 No Obligation by the Federal Government.
22.11.1 Absent the express written consent by the Federal Government, the
Federal Government is not a party to the Agreement and shall not
be subject to any obligations or liabilities to the City,
CONSULTANT, or any other party (whether or not a party to that
contract) pertaining to any matter resulting from the underlying
Agreement.
22.11.2 CONSULTANT agrees to include the above clause in each
RRFFsubcontract financed in whole or in part with Federal assistance. It
{00587882.1'1M7ZRipW }008 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AM[) Consulting Services QUANTA TECHNOLOGY,
17 LLC
.r.,. City of North Lauderdale Finance - Purchasing
is further agreed that the clause shall not be modified, except to
identify the subconsultant who will be subject to its provisions.
22.12 Compliance with Federal Law, Regulations, and Executive Orders.
This is an acknowledgement that federal financial assistance will be used
to fund the Agreement only. CONSULTANT will comply with all applicable
federal law, regulations, executive orders, policies, procedures, and
directives.
22.13 Fraudulent Statements. CONSULTANT acknowledges that 31 U.S.C.
Chap. 38 applies to CONSULTANT's actions pertaining to this Agreement.
22.14 Rights to Inventions. CONSULTANT agrees that if this Agreement results
in any copyrightable materials or inventions, the Federal Government
reserves a royalty -free, nonexclusive and irrevocable license to reproduce,
publish or otherwise use the copyright of said materials or inventions for
Federal Government purposes.
22.15 DHS Seal, Logo, and Flags. CONSULTANT shall not use DHS(s), logos,
crests, or reproductions of flags or likenesses of DHS agency officials
without specific federal pre -approval.
22.16 Prohibition on Contracting for Covered Telecommunications
Equipment or Services. As used in this clause, the terms backhaul;
covered foreign country; covered telecommunications equipment or
services; interconnection arrangements; roaming; substantial or essential
component; and telecommunications equipment or services have the
meaning as defined in FEMA Policy 405-143-1, Prohibitions on Expending
FEMA Award Funds for Covered Telecommunications Equipment or
Services (Interim), as used in this clause.
22.16.1 Prohibitions. Section 889(b) of the John S. McCain
National Defense Authorization Act for Fiscal Year 2019, Pub. L.
No. 115-232, and 2 C.F.R. § 200.216 prohibit the head of an
executive agency on or after Aug.13, 2020, from obligating or
expending grant, cooperative agreement, loan, or loan guarantee
funds on certain telecommunications products or from certain
entities for national security reasons. Unless an exception
described below applies, the CONSULTANT and its subconsultants
may not use grant, cooperative agreement, loan, or loan guarantee
funds from the Federal Emergency Management Agency to:
22.16.1.1 (Procure or obtain any equipment, system, or service that
uses covered telecommunications equipment or services
as a substantial or essential component of any system, or
as critical technology of any system;
22.16.1.2 Enter into, extend, or renew a contract to procure or obtain
any equipment, system, or service that uses covered
telecommunications equipment or services as a
substantial or essential component of any system, or as
critical technology of any system;
22.16.1.3 Enter into, extend, or renew contracts with entities that use
covered telecommunications equipment or services as a
substantial or essential component of any system, or as
critical technology as part of any system; or
{00587882.�Wi 59A�1��Y}Oos —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
18 LLC
City of North Lauderdale
Finance Purchasnp
22.16.1.4 Provide, as part of its performance of this contract,
subcontract, or other contractual instrument, any
equipment, system, or service that uses covered
telecommunications equipment or services as a
substantial or essential component of any system, or as
critical technology as part of any system.
22.16.2 Exceptions.
22.16.2.1 This clause does not prohibit CONSULTANT from
providing: (i) A service that connects to the facilities of a
third -party, such as backhaul, roaming, or interconnection
arrangements; or (ii) Telecommunications equipment that
cannot route or redirect user data traffic or permit visibility
into any user data or packets that such equipment
transmits or otherwise handles.
22.16.2.2 By necessary implication and regulation, the prohibitions
also do not apply to: (i) Covered telecommunications
equipment or services that: a. Are not used as a
substantial or essential component of any system; and b.
Are not used as critical technology of any system. (ii)
Other telecommunications equipment or services that are
not considered covered telecommunications equipment or
services.
22.16.3 Reporting Requirement. In the event CONSULTANT identifies
covered telecommunications equipment or services used as a
substantial or essential component of any system, or as critical
technology as part of any system, during contract performance, or
the CONSULTANT is notified of such by a subconsultant at any tier
or by any other source, the CONSULTANT shall report the following
information to City: (i) Within one business day from the date of such
identification or notification: The contract number; the order
number(s), if applicable; supplier name; supplier unique entity
identifier (if known); supplier Commercial and Government Entity
(CAGE) code (if known); brand; model number (original equipment
manufacturer number, manufacturer part number, or wholesaler
number); item description; and any readily available information
about mitigation actions undertaken or recommended. (ii) Within ten
(10) business days of submitting the information to City
CONSULTANT shall report: Any further available information about
mitigation actions undertaken or recommended. In addition, the
CONSULTANT shall describe the efforts it undertook to prevent use
or submission of covered telecommunications equipment or
services, and any additional efforts that will be incorporated to
prevent future use or submission of covered telecommunications
equipment or services. The CONSULTANT shall insert the
substance of this clause, including this in all subcontracts and other
contractual instruments.
22.17 Domestic Preference for Procurements. As appropriate, and to the
extent consistent with law, the CONSULTANT should, to the greatest
extent practicable, provide a preference for the purchase, acquisition, or
use of goods, products, or materials produced in the United States. This
RFp pincludes, but is not limited to iron, aluminum, steel, cement, and other
{00587882.ff 59:A8i851W ff 8 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
19 LLC
City of North Lauderdale s'. t=
Finance - Purchasing
manufactured products. For purposes of this clause: Produced in the
United States means, for iron and steel products, that all manufacturing
processes, from the initial melting stage through the application of coatings,
occurred in the United States. Manufactured products mean items and
construction materials composed in whole or in part of non-ferrous metals
such as aluminum; plastics and polymer -based products such as polyvinyl
chloride pipe; aggregates such as concrete; glass, including optical fiber;
and lumber.
22.18 Affirmative Socioeconomic Steps. If subcontracts are to be let,
CONSULTANT is required to take all necessary steps identified in 2 C.F.R.
§ 200.321(b)(1)-(5) to ensure that small and minority businesses.
22.19 License and Delivery of Works Subject to Copyright and Data Rights.
If applicable, the CONSULTANT grants to City, a paid -up, royalty -free,
nonexclusive, irrevocable, worldwide license in data first produced in the
performance of this contract to reproduce, publish, or otherwise use,
including prepare derivative works, distribute copies to the public, and
perform publicly and display publicly such data. For data required by the
contract but not first produced in the performance of this contract,
CONSULTANT will identify such data and grant to the City or acquires on
its behalf a license of the same scope as for data first produced in the
performance of this contract. Data, as used herein, shall include any work
subject to copyright under 17 U.S.C. § 102, for example, any written reports
or literary works, software and/or source code, music, choreography,
pictures or images, graphics, sculptures, videos, motion pictures or other
audiovisual works, sound and/or video recordings, and architectural works.
Upon or before the completion of this contract, CONSULTANT will deliver
to the CONSULTANT data first produced in the performance of this contract
and data required by the contract but not first produced in the performance
of this contract in formats acceptable by CONSULTANT.
ARTICLE 23 - MISCELLANEOUS
23.1 Ownership of Documents: Reports, surveys, studies, and other data provided in
connection with this Agreement are and shall remain the property of CITY, whether or
not the project for which they are made is completed.
23.2 Ownership of Pre -Existing Intellectual Property. CITY acknowledges that, as
between CONSULTANT and CITY, any intellectual property that CONSULTANT
developed independently of CITY and/or pre-exists CONSULTANT's performance of the
Work pursuant to this Agreement ("Pre -Existing IF) is the sole and exclusive property
of CONSULTANT. If any Pre -Existing IP is incorporated into the Work or any
Deliverable, CONSULTANT hereby grants to CITY a perpetual, irrevocable, non-
exclusive, worldwide, freely transferable license to use, reproduce, publicly perform,
publicly display, and digitally perform such Pre -Existing IP, as necessary to use,
maintain, and further modify the Work, in any media now known or hereafter discovered,
together with the right to further sublicense the foregoing rights to any Affiliate.
23.3 Legal Representation: It is acknowledged that each party to this Agreement had the
opportunity to be represented by counsel in the preparation of this Agreement, and
accordingly, the rule that a contract shall be interpreted strictly against the party
preparing same shall not apply herein due to the joint contributions of both Parties.
23.4 Records: CONSULTANT shall keep such records and accounts and require any and
all subconsultants to keep records and accounts as may be necessary in order to record
complete and correct entries as to personnel hours charged to this engagement, and
{00587882.1 1956�Aq Bg T }008 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
20 LLC
K, .F
.j'."....
City of North Lauderdale �.Finance - Purchasing
any expenses for which CONSULTANT expects to be reimbursed. Such books and
records will be available at all reasonable times for examination and audit by CITY and
shall be kept for a period of ten (10) years after the completion of all work to be performed
pursuant to this Agreement. Incomplete or incorrect entries in such books and records
will be grounds for disallowance by CITY of any fees or expenses based upon such
entries.
23.5 Assignments; Amendments: This Agreement, and any interests herein, shall not be
assigned, transferred or otherwise encumbered, under any circumstances, by
CONSULTANT without the prior written consent of CITY. For purposes of this
Agreement, any change of ownership of CONSULTANT shall constitute an assignment
which requires CITY approval. However, this Agreement shall run to the benefit of CITY
and its successors and assigns.
23.6 No Contingent Fees: CONSULTANT warrants that it has not employed or retained any
company or person, other than a bona fide employee working solely for CONSULTANT
to solicit or secure this Agreement, and that it has not paid or agreed to pay any person,
company, corporation, individual or firm, other than a bona fide employee working solely
for CONSULTANT any fee, commission, percentage, gift, or other consideration
contingent upon or resulting from the award or making of this Agreement. For the breach
or violation of this provision, CITY shall have the right to terminate the Agreement without
liability at its discretion, to deduct from the contract price, or otherwise recover the full
amount of such fee, commission, percentage, gift or consideration.
23.7 Notice: Whenever any party desires to give notice unto any other party, it must be given
by written notice, sent by certified United States mail, with return receipt requested,
addressed to the party for whom it is intended and the remaining party, at the places last
specified, and the places for giving of notice shall remain such until they shall have been
changed by written notice in compliance with the provisions of this section. For the
present, CONSULTANT and CITY designate the following as the respective places for
giving of notice:
CITY: Michael Sargis, City Manager
City of North Lauderdale
701 SW 71 It Avenue
North Lauderdale, FL 33068
Telephone No.: (954) 722-0900
COPY TO: Samuel S. Goren. Citv Attorne
Goren, Cherof, Doody & Ezrol, P.A.
3099 East Commercial Boulevard, Suite 200
Fort Lauderdale, Florida 33308
Telephone No. (954) 771-4500
Facsimile No. (954) 771-4923
CONSULTANT: Quanta Technology, LLC
4020 Westchase Boulevard, Suite 300
Raleigh, NC 27607
Telephone No.: 919-334-3089
FIN/E I N: 56-2677058
Contact: David Elizondo
Telephone No. 919-609-7695
Email: invoices cDquanta-technology.com
{00587882.V 59AOi85i?08 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
21 LLC
City of North Lauderdale ?„',
Finance Purchasing
CONSULTANT: Registered Agent Name & Address
Quanta Technology, LLC
CORPORATION SERVICE COMPANY
1201 HAYS STREET
TALLAHASSEE, FL 32301-2525
23.8 Binding Authority: Each person signing this Contract on behalf of either party
individually warrants that he or she has full legal power to execute this Contract on behalf
of the party for whom he or she is signing, and to bind and obligate such party with
respect to all provisions contained in this Contract.
23.9 Headings: Headings herein are for the convenience of reference only and shall not be
considered in any interpretation of this Contract.
23.10 Exhibits: Each exhibit referred to in this Contract forms an essential part of this
Contract. The exhibits, if not physically attached, should be treated as part of this
Contract and are incorporated herein by reference.
23.11 Severability: If any provision of this Contract or application thereof to any person or
situation shall to any extent, be held invalid or unenforceable, the remainder of this
Contract, and the application of such provisions to persons or situations other than those
as to which it shall have been held invalid or unenforceable, shall not be affected
thereby, and shall continue in full force and effect, and be enforced to the fullest extent
permitted by law.
23.12 Extent of Contract: This Contract represents the entire and integrated Contract
between CITY and CONSULTANT and supersedes all prior negotiations,
representations or Contracts, either written or oral.
23.13 Conflict: In the event of any conflict or ambiguity by and between the requirements of
this Contract, and Exhibit "A", and Exhibit "B", the terms of this Contract shall prevail,
followed by Exhibit "A" and Exhibit "B.
23.14 Waiver: Failure of CITY to insist upon strict performance of any provision or condition
of this Contract, or to execute any right there in contained, shall not be construed as a
waiver or relinquishment for the future of any such provision, condition, or right, but the
same shall remain in full force and effect.
23.15 Attorneys' Fees: In the event that either party brings suit for enforcement of this
Contract, each party shall bear its own attorney's fees and court costs, except as
otherwise provided under the indemnification provisions set forth herein above.
23.16 Protection of City Property: At all times during the performance of this Contract,
CONSULTANT shall protect CITY's Property from all damage whatsoever on account
of the work being carried on under this Contract.
23.17 Counterparts and Execution: This Contract may be executed by hand or electronically
in multiple originals or counterparts, each of which shall be deemed to be an original
and together shall constitute one and the same Contract. Execution and delivery of this
Contract by the Parties shall be legally binding, valid and effective upon delivery of the
executed documents to the other party through facsimile transmission, email, or other
electronic delivery.
23.18 Compliance with Statutes: It shall be the CONSULTANT's responsibility to be aware
of and comply with all statutes, ordinances, rules, orders, regulations and requirements
of all local, CITY, state, and federal agencies as applicable.
{00587882.1'1At6 iBS }008 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
LLC
k
City of North Lauderdale
Finance - Purchasing
23.19 Scrutinized Companies: By execution of this Contract, CONSULTANT, its principals
or owners, certify that they are not listed on the Scrutinized Companies that Boycott
Israel List, Scrutinized Companies with Activities in Sudan List, Scrutinized Companies
with Activities in the Iran Petroleum Energy Sector List, or is engaged in business
operations with Syria. In accordance with Section 287.135, Florida Statutes, as
amended, a company is ineligible to, and may not, bid on, submit a proposal for, or enter
into or renew a contract with any agency or local governmental entity for goods or
services of:
23.19.1 Any amount of, at the time bidding on, submitting a proposal for, or entering
into or renewing such Contract, the company is on the Scrutinized Companies
that Boycott Israel List, created pursuant to Section 215.4725, Florida Statutes,
or is engaged in a boycott of Israel; or
23.19.2 One million dollars or more if, at the time of bidding on, submitting a proposal
for, or entering into or renewing such Contract, the company:
21.18.2.1 Is on the Scrutinized Companies with Activities in Sudan List or the
Scrutinized Companies with Activities in the Iran Petroleum Energy
Sector List, created pursuant to Section 215.473, Florida Statutes;
or
21.18.2.2 Is engaged in business operations in Syria.
23.20 E-Verify: CONSULTANT certifies that it is aware of and complies with the requirements
of Section 448.095, Florida Statues, as may be amended from time to time and briefly
described herein below.
23.20.1 Definitions for this Section:
23.20.1.1 "CONSULTANT" means a person or entity that has entered or is
attempting to enter into a contract with a public employer to provide
labor, supplies, or services to such employer in exchange for salary,
wages, or other remuneration. "CONSULTANT" includes, but is not
limited to, a vendor or consultant.
23.20.1.2 "Subconsultant" means a person or entity that provides labor,
supplies, or services to or for a CONSULTANT or another
subconsultant in exchange for salary, wages, or other
remuneration.
23.20.1.3 "E-Verify system" means an Internet -based system operated by the
United States Department of Homeland Security that allows
participating employers to electronically verify the employment
eligibility of newly hired employees.
23.20.2 Registration Requirement; Termination: Pursuant to Section 448.095,
Florida Statutes, effective January 1, 2021, CONSULTANTs shall register with
and use the E-Verify system in order to verify the work authorization status of
all newly hired employees. CONSULTANT shall register for and utilize the U.S.
Department of Homeland Security's E-Verify System to verify the employment
eligibility of:
23.20.2.1 All persons employed by a CONSULTANT to perform employment
duties within Florida during the term of the Contract; and
{oosa7sa2.'I"1�597�QY_?08—Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
23 LLC
City of North Lauderdale Nt
Finance Purchasing
23.20.2.2 All persons (including subvendors/ subconsultants/ subconsultants)
assigned by CONSULTANT to perform work pursuant to the
Contract with the City of North Lauderdale. The CONSULTANT
acknowledges and agrees that registration and use of the U.S.
Department of Homeland Security's E-Verify System during the
term of the Contract is a condition of the Contract with the City of
North Lauderdale; and
23.20.2.3 The CONSULTANT shall comply with the provisions of Section
448.095, Fla. Stat., "Employment Eligibility," as amended from time
to time. This includes, but is not limited to registration and utilization
of the E-Verify System to verify the work authorization status of all
newly hired employees. CONSULTANT shall also require all
subconsultants to provide an affidavit attesting that the
subconsultant does not employ, contract with, or subcontract with,
an unauthorized alien. The CONSULTANT shall maintain a copy of
such affidavit for the duration of the Contract. Failure to comply will
lead to termination of this Contract, or if a subconsultant knowingly
violates the statute, the subcontract must be terminated
immediately. Any challenge to termination under this provision must
be filed in the Circuit Court no later than twenty (20) calendar days
after the date of termination. Termination of this Contract under this
Section is not a breach of Contract and may not be considered as
such. If this Contract is terminated for a violation of the statute by
the CONSULTANT, the CONSULTANT may not be awarded a
public contract for a period of one (1) year after the date of
termination.
SIGNATURE PAGE FOLLOWS
{00587882. Igo 5g_ 1;81�V-?08 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AN) Consulting Services QUANTA TECHNOLOGY,
LLC
City of North Lauderdale+
m Finance Purchasma
IN WITNESS OF THE FOREGOING, the Parties have set their hands and seals the
d
ay and year first written above.
ATTEST:
ELIZABETH GARCIA-BECKFORD
CITY CLERK
DATE
CITY OF NORTH LAUDERDALE: 40
f
MIHAEL SARCGIS, �AiNAG�ER�
DATE
APPROVED AS TO FORM AND LEGAL SUFFICIENCY:
OFFIQOOF THE bTY RNEY
DATE
ATTEST
SG
Jeslt_.S - r, n--z-,lam, 2
NAME
CONSULTANT:
QUANTA TECHNOLOGY, LLC
ci rM ,,-
SIGNATURE OF PRESIDENT
Damir Novosel
NAME OF PRESIDENT
1 Z I (.:, I -"� 42 4/- -
DATE DA
(CORPORATE SEAL)
{00587882.'I A9_79�iW-P08 —Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA TECHNOLOGY,
25 LLC
City of North Lauderdale Finance - Purchasing
CORPORATE ACKNOWLEDGEMENT
STATE OF NORTH C/-eOC/Mf}'
COUNTY OF W kr—e- )
The foregoing instrument was acknowledged before me by means of iErphysical presence or ❑
online notarization, this to day of PgC6m8M0,0, by _12A.i2 NeVoSeLon behalf of
GMkPTAT-✓CN0L0&y,_t_LG a t(mrrav, t-ipirSlwry co. He/she is personally known to me or
has produced eas identification.
NOTARY PUBLIC
t.-5fc PH4xJi6
(Name of Notary Typed, Printed or Stamped)
MY Comm r 5-51 o V-) 6 W-5: 3/.2 %ldp-2 (o
41
NotatY PUbliC
jornnston County
rrr rHI C PPR \\`\``�
Title or Rank
Serial number, if any
{00587882. I" 5g-7?AigW-PO8—Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) Consulting Services QUANTA
27 TECHNOLOGY, LLC
Advanced Metering
Infrastructure (AMI) Con:
Services
PREPARED FOR
City of Dania Beach
DATE
January 12, 2024
PREPARED BY
Jesus Gonzalez, PMP
1Gonzalez@Quanta-Technology.com
919.428.9332
Lou Santilli
LSantilli@Quanta-Technology.com
919.903.2207
24GO01
A D D R E S S LOCATIONS Raleigh (HQ) Toronto San Francisco Bay Area Southern California Chicago
4020 Westchase Boulevard, Suite 200 P H O N E 919.334.3000
Raleigh, NC 27607 W E B Quanta-Technology.com
QUANTA
TECHNOLOGY
CONFIDENTIAL/PROPRIETARY
PROPOSAL
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
This document contains trade secrets and/or proprietary, commercial, or financial information not generally available to the public.
It is considered privileged and proprietary to the Offeror, and it is submitted by Quanta Technology, LLC, in confidence with the
understanding that its contents are specifically exempted from disclosure under the Freedom of Information Act [5 USC Section 552
(b) (4)] and shall not be disclosed by the recipient (whether it be Government [local, state, federal, or foreign], private industry, or
non-profit organization) except with the written permission of Quanta Technology and shall not be duplicated, used, or disclosed, in
whole or in part, for any purpose except to the extent in which portions of the information contained in this document are required
to permit evaluation of this document. If a contract is awarded to this Offeror as a result of, or in connection with, the submission of
this data, the right to duplicate, use, or disclose the data is granted to the extent provided in the contract.
VERSION HISTORY
VERSION DATE DESCRIPTION
1.0 January 12, 2024 Initial submission
Q U A N T A PROPOSAL
TECHNOLOGY
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
Executive Summary
Quanta Technology welcomes the opportunity to work with the City of Dania Beach (the City) to support
adopting an advanced metering infrastructure (AMI) solution for its approximately 4,800 water accounts.
We are an independent and diverse consulting company with more than 300 experienced consultants and
industry experts. We are headquartered in Raleigh, North Carolina, with supporting offices in Illinois,
California, and Canada. Over the years, we have helped many clients with AMI deployments and smart grid
roadmap creation and implementation. Our experts can help you select an AMI solution to meet your needs
and provide various services to leverage your investment. These benefits enable future initiatives and
technologies, such as automated meter reading, customer portal, enhanced events/alarms notifications,
advanced analytics, service disconnect/reconnect, pressure and leak detection, water balance, and more.
Our dedicated team of experts has decades of direct AMI project implementation experience. The team has
collectively deployed more than 130 systems ranging from several thousand metering endpoints to millions
of endpoints spanning large geographic footprints. Many of these projects have water and electric services
and water -only areas. Because of this experience, we understand what it takes to fully adopt new technology
into your workplace, business processes, and community. We have similar projects in your area as part of
our work with Florida Municipal Power Agency (FMPA) members and municipalities, which we believe can
bring significant synergies for you to leverage. We encourage you to contact our references to understand
better their project journeys and how we have supported them by delivering quality and effective services.
(Our references are listed in Section 4.)
Quanta Technology employs a native three-phase delivery approach tailored to meet your needs. Based on
our discussions, we have included a full set of services through all three project phases, providing you with
business process readiness reviews, a technology roadmap, solution costing/indicative pricing, customer
communication planning, RFP technical specification and bid package, vendor selection, contracting, and
implementation support. We believe this package will maximize your project success and provide a holistic
approach to new technology adoption, including considerations for people, processes, end customers, and
technology.
Thank you again for the opportunity to respond to your needs, and we hope you will find that our proposal
meets your requirements. Our team members are equipped and available to provide dedicated, ongoing
technical support as required.
Feel free to reach out with any questions you may have. My email address is jonzalez@quanta-
technology.com, and my telephone number is (919) 428-9332.
Sincerely,
Jesus Gonzalez, PMP
Principal Advisor
0 U A N T A
PROPOSAL
TECHNOLOGY
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
TABLE OF CONTENTS
EXECUTIVESUMMARY............................................................................................................
II
1 PROPOSED WORK PLAN AND METHODOLOGY.................................................................
6
1.1 Project Methodology..........................................................................................................................7
1.2 Phase 1: Requirements and Readiness..............................................................................................8
1.2.1 Project Initiation...........................................................................................................................8
1.2.2 Business Process Review..............................................................................................................8
1.2.3 Cost Analysis/Indicative Pricing.................................................................................................12
1.2.4 Customer Outreach and Education Planning............................................................................13
1.2.5 RFP Technical Specification Development................................................................................13
1.2.6 Qualified Vendor List..................................................................................................................15
1.2.7 City Council Presentation Support .............................................................................................15
1.2.8 Phase 1 Service Task Summary ..................................................................................................16
1.3 Phase 2: Vendor Selection................................................................................................................16
1.3.1 Issue RFP/Respond to Vendor Questions..................................................................................16
1.3.2 Proposal Evaluation/Rankings...................................................................................................16
1.3.3 Shortlisted Vendor Presentations.............................................................................................18
1.3.4 Vendor Recommendation/Support for City Selection..............................................................18
1.3.5 City Council Presentation Support .............................................................................................18
1.3.6 Contract Development/Negotiation.........................................................................................18
1.3.7 Phase 2 Service Task Summary ..................................................................................................19
1.4 Phase 3: AMI System Implementation.............................................................................................20
1.4.1 Vendor Kickoff Meeting.............................................................................................................20
1.4.2 Project Management Support...................................................................................................20
1.4.3 Development of System Test Fixture........................................................................................
21
1.4.4 System Integration and Functional System Acceptance Test Support ....................................21
1.4.5 Limited Deployment Evaluation................................................................................................22
1.4.6 AMI Mass Deployment Readiness Assessment........................................................................22
1.4.7 Field Rollout/Implementation Support .....................................................................................23
1.4.8 Business Readiness Evaluation..................................................................................................24
1.4.9 Project Closure...........................................................................................................................
24
1.4.10 Phase 3 Service Task Summary ..................................................................................................24
1.4.11 Optional Project Services...........................................................................................................24
2 QUALIFICATIONS AND EXPERIENCE..............................................................................
26
2.1 Firm Overview...................................................................................................................................26
2.2 Company Profile................................................................................................................................27
0 U A N T A PROPOSAL
P� TECHNOLO
. z. .,.. .�1._1 GY, AM CONSULTING SERVICES I CITY OF DANIA BEACH
2.3 Project Personnel..............................................................................................................................27
2.3.1 Project Organization.................................................................................................................. 28
2.3.2 Staff Resumes.............................................................................................................................29
2.4 Experience with Municipality Deployments....................................................................................36
3 PROPOSED PRICING..................................................................................................... 37
3.1 Travel.................................................................................................................................................38
3.2 Assumptions......................................................................................................................................38
3.3 Expiration Date.................................................................................................................................39
4 REFERENCES/PAST PROJECTS....................................................................................... 40
Q U A N T A PROPOSAL
���� TECHNOLOGY
-- AMI CONSULTING SERVICES I CITY OF DANIA BEACH
LIST OF FIGURES
Figure 1-1. Quanta Technology's New Technology Adoption Philosophy.........................................................6
Figure 1-2. Quanta Technology's Three -Phase Project Approach......................................................................7
Figure1-3. AWWA Water Balance......................................................................................................................9
Figure 1-4. Example of AMI Implementation Hierarchy...................................................................................12
Figure 1-5. Example Cost Payback Chart ...........................................................................................................13
Figure 1-6. RFP Technical Specification Example..............................................................................................14
Figure1-7. Examples of GIS Maps.....................................................................................................................15
Figure 1-8. Example of Weighted Input for the Quanta Technology Evaluation Tool.....................................17
Figure 1-9. Evaluation Matrix and Report.........................................................................................................18
Figure 1-10. Example of Water System Test Fixture.........................................................................................21
Figure 1-11. Grant Assistance Process Overview..............................................................................................25
Figure 2-1. Project Organization Chart ..............................................................................................................28
LIST OF TABLES
Table 1-1. Process Examples That Will Be Mapped During Interviews............................................................10
Table 1-2. Important Contractual Topics..........................................................................................................19
Table 1-3. Phase 2 Service Task Summary ........................................................................................................19
Table 1-4. Phase 3 Service Task Summary ........................................................................................................24
Table 1-5. Optional Project Services..................................................................................................................25
Table 2-1. Proposed Staff Qualifications Summary ..........................................................................................28
Table 2-2. Quanta Technology Example Experience with Water End Points...................................................36
Table 3-1. Fixed Price Advisory Services (Milestone Payment Schedule)........................................................37
Table 3-2. Proposed Travel Expense Cost Estimate..........................................................................................38
Table3-3. Project Assumptions.........................................................................................................................38
PROPOSAL
QUANTA
TECHNOLOGY
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
1 Proposed Work Plan and Methodology
Through years of past advanced metering infrastructure (AMI) deployment experience and talking to various
utility customers, we have seen system deployments minimized or fail —not for technical reasons but due
to a lack of support within the utility, the implementation vendor, and/or the community. Successful system
implementations involve business, organizational, and technical collaboration. We offer a big -picture
approach founded upon four focus areas as pillars for project success (Figure 1-1):
• People: The keys to successful new technology adoption involve forming a cross -departmental project
team, actively participating throughout the deployment, properly training staff in AMI operations, and
supporting business processes.
• Processes: We will conduct a comprehensive business readiness assessment with key City of Dania
Beach (the City) stakeholders to fully define the City's needs, ensuring the solution can meet those
needs. Also, we will conduct a business readiness assessment before going live to ensure operational
success.
• Customer engagement: Community outreach and involvement are keys to successful deployments. So,
we use community events, such as AMI Day, and provide advice regarding proper and consistent
customer communication/messaging throughout the deployment.
• Technology: Finding the right technology fit and vendor is key to a successful AMI deployment. The
vendor must provide the right proven technology and deliver services reliably and efficiently to ensure
the technology is deployed successfully. We focus on reliable vendors with proven technology on
deployed systems backed by customer references that can evolve to meet future needs.
People
0
Technology
People
• Cross -departmental project team g stakeholders
• Staff training (AiIAPJAMl operations, business processes)
• Business Readiness Checks prior to `Go -Live"
Processes
Processes Focused business readiness I process mappings
• Comprehensive reviews with key stakeholders
I
Customer
Engagement
Customer Engagement
• Community Outreach (e.g. AMI Day)
• Consistent media messaging
• Customer Experience via portal and online media
Technology
• Select right technology/vendor with ability to deliver
• Focus on proven technology with future growth path
• Early integration testing by way of System Test Fixtures
Figure 1-1. Quanta Technology's New Technology Adoption Philosophy
QUANTA
TECHNOLOGY
1.1 Project Methodology
PROPOSAL
AM CONSULTING SERVICES I CITY OF DANIA BEACH
Our municipal clients have well received Quanta Technology's proven three-phase project approach. The
municipality council can fund each phase incrementally if desired, and we can adjust future phases to meet
your specific project needs. Per our discussion, we have adapted our phase content to reflect your stated
needs (Figure 1-2) and provided a few optional services that may bring additional value to the project.
Phase 1
Requirements & Readiness
1_ Project Initiation
2. Business Process Review
3- Smart Grid Strategy
4. Cost Analysis / Indicative Pricing
5. Customer Outreach & Education
6. RFP Development
7. Qualified Vendor List
8. Commission Presentation Support
.
Vendor Selection
1.
Issue RFP / Responses to Vendor Questions
2.
Vendor RFP Evaluation I Ranking
Phase 2
3
Vendor Shortlist Interviews / Presentations
4
Vendor Recommendation / City Selection
5
Contract Development / Negotiation Support
4F
6.
Commission Presentation Support
Phase 3
AMR/AMI
System Implementation
1
Vendor Kickoff
2.
Project Management Support - Oversight
00
3.
System Test Fixture Development
4.
System Integration & FSAT Support
5.
Limited Deployment Evaluation
6.
Mass Deployment Preparation
7_
Field Rollout I Commissioning Support
8.
Business Readiness Evaluation
g
Project Close
Figure 1-2. Quanta Technology's Three -Phase Project Approach
QUANTA PROPOSAL
TECHNOLOGY
_.A„ .. ,1-1 AMI CONSULTING SERVICES I CITY OF DANIA BEACH
1.2 Phase 1: Requirements and Readiness
Phase 1 of the project involves business readiness workshops and artifacts, request for proposal (RFP)
specification development, vendor pre -qualification, and support for a subsequent city council presentation.
Careful planning is essential to the success of an AMI project. Many utilities neglect this phase in their rush
to deploy the technology and discover later that they have missed some important opportunities for
operational enhancements, leaving them unable to realize many of AMI's potential benefits. Quanta
Technology believes in heavy upfront investment to secure downstream success.
1.2.1 Project Initiation
The project will begin with a kickoff meeting in person or via a conference call. The kickoff meeting is
expected to do the following:
1. Introduce project personnel
2. Ensure the scope of work (SOW) is clear to all team members
3. Update the SOW, if needed, based on detailed discussions
4. Ensure responsibilities for all project members are understood
5. Identify subject matter experts and stakeholders
6. Develop a communication plan for internal project communications
7. Review and update the schedule as needed
8. Discuss project expectations of all parties
In addition, to make it as easy on you as possible, we will provide you with an information request packet
detailing general information to help us better prepare for the meeting and forthcoming RFP specification
development effort. Typical information requested includes the following:
1. The City's organization chart (indicating the team members who will be working on the project)
2. Customer Information System (CIS) account data for water metering endpoints, including the number
of metering endpoints and relevant information (location, water meter sizes, types [compound,
displacement, etc.], potable vs. reclaimed, models, etc.)
3. A service territory map indicating metering endpoint placement
4. Topology of the area to be covered
5. Predicted growth patterns
6. External constraints, requirements, and regulations
1.2.2 Business Process Review
Shortly after the project's kickoff, we will work with you to schedule an AMI business process readiness
assessment. This typically involves one or two conference calls where we obtain the items requested in the
information request packet and ask clarifying questions. These calls help better define the agenda for a
follow-up three-day onsite meeting and workshop designed primarily for information gathering. Onsite
workshops typically involve a series of staff interviews and group sessions to understand better customers'
needs, challenges, related capabilities status, and areas of interest. It may also involve a review of field assets
and points of interest. The information -gathering workshop aims to understand the City's current business
practices, priorities, needs, gaps, and future desires. This information will help us customize our extensive
RFP specification to tailor an AMI solution for the City. Typical topics that are covered include the following:
QUANTA
TECHN0LY0GY
PROPOSAL
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
• Local area network (LAN) and potential solution topologies (e.g., Mesh, Star [point to multi -point])
• Wide area network (WAN) infrastructure (e.g., cellular, fiber)
• Basic billing functions (including handling compound water meters)
• Remote connect/disconnect
• Customer engagement plans
• Customer portal
• Leak detection
• Backflow prevention
• Non -pay and move-in/out
• Tamper and other losses
• Water mass balance
• Customer event notification options
• Billing schedule flexibility
• Pre -payment
• Data analytics
For example, we may discuss water mass balance based on the American Water Works Association (AWWA)
Water Balance Model shown in Figure 1-3, what may need to be considered for computing a water balance,
and the benefits of pursuing this computation (AMI influences yellow items, and red items are loss -related).
Billed Authorized
Billed Metered Consumption Revenue
Revenue
Billed Unmetered Consumption Revenue
Authorized
Consumption
Water
Unbilled Authorized
Unbilled Metered Consumption
Consumption
Unbilled Unmetered Consumption
Consumption
System
Input
Volume
Volume
Apparent Losses
Unauthorized Consumption
Non -
Revenue
Metering Inaccuracies
Water Losses
Water
Leakage on Transmission and Distribution Mains
Leakage and Overflows at Storage Tanks
Real Losses
Leakage on Service Connections, up to Customer
Figure 1-3. AWWA Water Balance
As part of the onsite workshops, we will walk through a comprehensive list of operational processes and
discuss how these are performed today and how the adoption of AMI technology impacts them. The typical
processes covered are listed in Table 1-1.
0 U A N T A
TECHNOLOGY
PROPOSAL
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
Table 1-1. Process Examples That Will Be Mapped During Interviews
ITEM
PROCESS
1
Calibration/Testing
2
Meter Repair/Return Process
3
Periodic Testing
4
New Installation
5
Replacement Installation
6
Indoor/Outdoor Installation Considerations
7
Leak: Customer Side
8
Leak: Utility Side
9
Leak: Septic Forgiveness
10
Bulk Sales (Temporary Meter
11
Stopped Meter��
12
Damaged Meter
13
Tamper/Theft Shutoff
14
Non -Pay Shutoff
15
Move-In/Move-Out Turn On/Shutoff
16
Billing Name/Address Change
17
Billing Dispute Re -Read
18
Read -to -Billing Process
19
Inventory Process
20
Inadvertent Meter Swap
NewAMI-Only
1
Opt -Out
2
Event Management
3
Firmware Updates
4
Customer Portal and Other New Interfaces
5
Medical Do Not Disconnect
6
Tri-State Water Meters (On, Off, Restricted Flow)
7
Others, Depending on the Utility
The information gathered from the onsite meetings and subsequent discussions will be used to develop a
Phase 1 Requirements and Readiness Findings document, which will include the following:
• Key findings and notes
• AMI priorities that define the City's needs across all departments and stakeholders
• A pitfall avoidance report
• Dataflows ("as is" and "as will be")
• CIS data meter summary (quantities, types, etc.)
These elements are further described in the sections below and serve as the main deliverables of the
assessment.
Q U A N T A PROPOSAL
TECHNOLOGY
--AMI CONSULTING SERVICES I CITY OF DANIA BEACH
1.2.2.1 Key Findings and Notes
After carefully reviewing and studying all the information gathered at the workshops and through the
request packet, we will provide you with our key findings. We will note strengths, gaps, and areas to consider
to successfully adopt an AMI solution that will meet the City's current needs and support future growth
areas. The findings will be presented as part of the Phase 1 findings document that forms the Business
Readiness Assessment Deliverable.
1.2.2.2 Pitfall Avoidance Report
Quanta Technology will leverage its industry and previous project deployment implementation experiences
(more than 130 AMI systems) to guide possible project pitfalls that may arise and actions that can be taken
to avoid these challenges. These recommendations will be included as part of a business readiness
assessment packet. This will help you avoid some of the common mistakes traditionally seen in AMI
deployments.
1.2.2.3 Smart Grid Strategy
The business readiness assessment includes an effort to help the City develop a smart grid strategy that
assesses the current state, gaps, and both short-term and long-term objectives in line with the City's
strategic objectives. As part of this effort, we will develop an AMI Priorities Model similar to the hierarchy in
Figure 1-4, where smart -grid needs are shown in order of priority. The interviews conducted during the
onsite workshops will develop high-level and short- and long-term strategic priorities.
The starting point will be a broad list of available AMI functionality. During discussions with the City, we will
document the priorities and justify the functionality. A more specific definition of the functionality will be
developed. Finally, the foundational components necessary to support the functionality will be defined.
Based on the City's priorities and well-defined functionality, the RFP technical specification will be written
to address these requirements.
QUANTA
PROPOSAL
TECHNOLOGY
AMI CONSULTING SERVICES I CITY OFDANIABEACH
Water Balance,
Customer Event Notification
Figure 1-4. Example of AMI Implementation Hierarchy
1.2.3 Cost Analysis/Indicative Pricing
After completing the business process readiness assessment, we will take the information gathered for the
City's specific processes, goals, and vision and combine that with our industry knowledge to provide a cost
analysis with indicative pricing. This effort is not a full cost -benefit analysis but will provide indicative costs
to expect, key costing parameters, along with indicative pricing on potential AMI solutions. We will use our
costing model and run it with high-level costing factors pertaining to your operations to provide a
cost/savings break-even analysis. The information will be compiled and presented in the Phase 1 Findings
Report.
Q U A N T A PROPOSAL
`�(� TECHNOLOGY
- AMI CONSULTING SERVICES I CITY OF DANIA BEACH
Cumulative AMI Casts & Ops & Labor Savings
tA
bJ
'. CK'r,;Aiil mom_
Example
Analysis
Output
4.4 Year
I r pay bade
rU�l :07: .073 .102a 20T5 207E. "WO 2M) ?030 7038 q.1 ..:0 )W4 7rf+l.
--C�,mutatwe Ah9i Casts 1.$ki Year
Imukatwe 3ntal Opmaloonal and Redliuble Iabor S"mg; J$kl
Figure 1-5. Example Cost Payback Chart
1.2.4 Customer Outreach and Education Planning
Customer outreach and engagement is one of Quanta Technology's pillars of project success. We will lead
and coordinate customer outreach, education, and communication planning activities. Typically, this
involves communication via multiple means (e.g., digital, web presentation, educational videos, and printed
materials) leading to mass deployment. Special emphasis is placed on communicating benefits and the
reasoning behind the AMI investment and addressing typical customer concerns around privacy, billing, and
health impacts. Our communication planning also includes scripting for customer touch points (such as
customer services representatives and field installers), ensuring consistent communication throughout the
deployment. We have also seen success using a community outreach AMI Day event performed with the
solution provider. The event exposes the community to the technology and provides a public forum for
presentations and meaningful conversation, dialogue, and question/answer exchanges.
1.2.5 RFP Technical Specification Development
We will take the information gathered as part of the business process assessment to tailor our RFP technical
specification to reflect the features and functionality needed in an AMI system that will be foundational to
improving the City's business and meeting its project implementation goals. Our AMI specification is a
comprehensive document. It defines a complete turnkey solution, including hosted services, system
integrations, field installation, a work order management system (WOMS), training, acceptance testing,
contractual obligations, warranties, supporting services, and very detailed product requirements necessary
QUANTA PROPOSAL
TECHNOLOGY
,.r,... ... _. _.., AMI CONSULTING SERVICES I CITY OF DANIA BEACH
to deliver your needed capabilities. The resulting specification is typically over 100 pages and contains over
2S0 system requirements. See an example in Figure 1-6.
Examples of topics covered in the specification include the following:
• Background and overview of the City's current installed
metering base and back -office systems
• The City's program objectives and desired features
• Supplier's firm experience and references
• Scope of services
• Communications infrastructure
• Comprehensive requirements for water meters, including
ratings/standards, functionality, performance, warranty
considerations, and more
AMI System Te&* meal Spec fiutc cn.
Vo, +Re$n4 st !o? Proposai
• Software systems and IT integrations
• Security
• Field installation and WOMS requirements
• Vendor training of the City's employees
• System performance requirements
• Supporting services
• Contractual obligations and warranties
• Pricing
Figure 1-6. RFP Technical Specification Example
We will provide the RFP technical specification and advise the City and its contracts group to incorporate
commercial terms into the RFP bid package. We will also review the final RFP bid package. The City is
responsible for issuing the RFP bid package to the pre -qualified list of vendors.
1.2.5.1 Meter Geospatial Mapping
When issuing an RFP technical specification for a communicating AMI system, meter, and asset location data
are critical for an AMI vendor to provide firm pricing because the distribution of these assets will drive
communication's infrastructure needs. For this effort, we will use the City's existing location data and our
standard geocoding approach for locating meters and assets based on postal addresses if needed. This effort
will generate location data tables and geographic information system (GIS) maps (Figure 1-7) to be included
in the RFP for the following:
• Water meters
• Assets that may be potential locations for communications infrastructure
J QUANTA PROPOSAL
TECHNOLOGY
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
'T --
Y 1 .
F*dr.s •�l� .
h r
i
y. AIllor
r.ur�fY+irflls w AAA',• ••t••M 'I r
r.Rr�. Cwy 'kI:'ARi 1.. ..wf
Figure 1-7. Examples of GIS Maps
1.2.6 Qualified Vendor List
We will work with the City to develop a list of qualified AMI vendors by vetting potential prospects using
qualifying questions that we have developed and reflecting key qualifiers that, based on our deployment
experience, are necessary to increase project success. For example, we seek vendors that are owners of the
technology (not a distributor), have a proven field -deployed solution with reference customers, and more.
These questions are designed to produce qualified vendors who can deliver the solution that meets the
needs described in the RFP specification.
We will evaluate the vendor responses and recommend that three vendors receive the bid package with the
RFP specification. We will provide a table list supporting Quanta Technology's recommendations and
summarize responses and rationale for selecting the qualified vendors.
1.2.7 City Council Presentation Support
Quanta Technology will support the City's team as needed to present findings and recommendations to
council members at scheduled board meetings or events as needed. We will have our team representation
on site to present and answer any follow-up questions if required.
Q U A N T A PROPOSAL
TECHNOLOGY
--^ a - r•--� AM] CONSULTING SERVICES I CITY OF DANIA BEACH
1.2.8 Phase 1 Service Task Summary
#
SERVICE ITEMS
ESTIMATED
DELIVERABLES
CITY NEEDS
HOURS
Project workbook (Excel):
• Information request packet
1
Project Initiation
6
Kickoff meeting notes
• CIS account data
Phase 1 Findings Report (Word):
• Key findings and notes
2
Business Process Review
119
• Process impacts/gaps
. Stakeholder participation (Billing,
• Avoiding pitfalls report
Finance, Operations, etc.)
• Process/data flows
• CIS meter data summary
Phase 1 Findings Report (Word):
3
Smart Grid Strategy
7
•Stakeholder participation
• AMI strategic roadmap
Cost Analysis/Indicative
Phase 1 Findings Report (Word):
4
Pricing
16
• Cost and break-even findings
•Stakeholder participation
Phase 1 Findings Report (Word):
5
Customer Outreach and
Education
8
• Customer outreach
• Stakeholder participation
strategy/plan
6
RFP Technical Specification
76
• RFP technical specification
Development
document (Word)
. Stakeholder participation
7 Qualified Vendor List 8 • Qualified vendor list
8 City Council Presentation 13 • Council presentation material
Support (PowerPoint)
1.3 Phase 2: Vendor Selection
• Issuance of pre -qualification
questionnaire to vendors
• Stakeholder participation
Phase 2 of the project involves issuing the RFP, responding to vendor questions, conducting vendor
conference interviews, evaluating proposals, ranking and selecting vendors, conducting shortlist interviews,
and compiling all findings into a comprehensive recommendation presented to the City team and project
stakeholders. Essentially, this phase focuses on issuing a comprehensive RFP bid specification and narrowing
down the vendors to arrive at a recommended qualified vendor with a proven technology solution that can
deliver the required services to deploy the solution successfully.
1.3.1 Issue RFP/Respond to Vendor Questions
After aligning the City's standard bid terms and conditions with the RFP technical specification, we will create
and issue the RFP bid package on behalf of the City using our standard proven processes and tools. The RFP
respondents will be allowed to ask questions regarding the content of the RFP. We will work with the City
to prepare responses to any questions from vendors regarding the RFP. All questions and responses will be
distributed to all vendors, with any information identifying the vendor removed.
1.3.2 Proposal Evaluation/Rankings
The proposal evaluation typically includes the following:
• High-level compliance review to ensure bids are compliant before evaluation (up to three bids)
• Obtaining evaluation tool input from the City stakeholders for the bid process
y 0UANTA
{ TECHNOLOGY
PROPOSAL
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
• Conducting a detailed proposal review and ranking based on the City's evaluation tool input
• Developing a report or presentation summarizing the proposals and the question/answer results to
define a recommended shortlist (maximum of two vendors)
This approach offers a blended approach where the City provides input into the relative importance of AMI
RFP Specification requirements with guidance from Quanta Technology. Our team leverages its industry
experience to rank the proposals. Requirement weightings for each major category (technical, pricing, and
commercial) are collected. An example is shown below in Figure 1-8.
RnPo,tsnte
i
of the
lrnpa+tang
O
t'b
RFP
Sec. #
Topic
Response Table #
Rtt{si.trntM
rahx
.. ;a
M. 1�no++rwbak&—
ae..
W..
ased
•.3glwars 05
K t
eh'b�K4 Ce+iCM•.:iLCe3
Ji
Tat-e 22.2 0-*-T-9 e*K`*t T•)•.*.Q a: t09 W Gt
SLf:•'Gt:v3
i325
Tet+e .2•3 P•e•T.ne e*K,.t :••.esr ��+e ra �ests'atte
.+.kte•s teure+scr^^✓,:r.•-rs ha+s•rei
H
.
Tee,e 22.4 0*c-T .e P• c •t Sect Pegs
•._ t..
025
Tsc;e 2:-ti ye-T—e P•.C-t %1 %p:t e*es—s
►
0:5
Teve 22.7 T" 01e-T a^e P-CIS }V+-r►•r
t
025
C?C�
'3: a 22-3 itt..-t Se+.Kt fees •:+ can
st*.-:ts ttt: •. •es s :—
:J iS•
'r. a 2Z•:0 set: `r esoT *a eeo..tres $e•.:
lN:
35
Trot.::: E.trst::.we*t.%
2s
P+c{o:ed PaY^'tnT Pan
Tl:t : eat: %h^t^. Tt•r;
*i . +
Rr•v.e�•t+s r..•� 01 Pna^t Rest wT^ trn 6.dde+
Pricing Risk Confidence
+ --s. ^ .e .1I t.dde• so 0
—e .s 10 -.1- "tt .s 0
Figure 1-8. Example of Weighted Input for the Quanta Technology Evaluation Tool
Once the input is collected, we will evaluate each vendor proposal and generate a summary report. An
example is provided in Figure 1-9. We also offer an expanded evaluation service, available upon request,
where the City fully participates in the proposal rankings or, should the City desire, ranks more than the
recommended three vendors.
QUANTA
TECHNOLOGY
PROPOSAL
AM] CONSULTING SERVICES I CITY OF DANIA BEACH
..----
RFP Topic
—�
--
AMI RFP Propn4 t ornplian-i Al-
-_
x
- -
+L�s
Vendor?
Vendor2
Category
Description
Importance
Importance
Weighted
Weighted
Rating
Rating -
Technrcal
Quanta Technology Team Score
49,60%
48.49%
Pacing
Quanta Technology Team Score
27.36°%
29.57%
Commercial
Quanta Technology Team score
19.33%
20.00%
. _
Overall
Overall Team Score
95.29%
9g.07So
Weighted Score
72%
79%
Figure 1-9. Evaluation Matrix and Report
The Vendor Recommendation Report will list the top two vendors with the best solution fit (technology
solution and deployment services), which will be considered the shortlist candidate recommendation.
1.3.3 Shortlisted Vendor Presentations
Once the two shortlisted vendors are determined, we will coordinate one or more web conference meetings
to allow them to clarify their proposals further and discuss any other information that will assist the City's
evaluation. Vendors can then provide their best and final offer (BAFO).
1.3.4 Vendor Recommendation/Support for City Selection
Quanta Technology will collect all the previous information gathered through the RFP process and develop
the Final Vendor Recommendation Report. The report will detail the selection process, rationale, and why
the final vendor was recommended. This report will be a PowerPoint presentation that can be presented to
the City's team to support their final vendor selection. Quanta Technology will provide a final
recommendation to help the City make the final selection.
1.3.5 City Council Presentation Support
Quanta Technology will support the City's team as needed to present findings and recommendations to
council members at scheduled board meetings or events as needed. We will have our team representation
on site to present and answer any follow-up questions if required.
1.3.6 Contract Development/Negotiation
Once the vendor of choice is selected, the contract negotiation process begins. Normally, the City's and
vendors' attorneys handle most of the contract work, with Quanta Technology facilitating to ensure the task
remains on track. We will also advise on AMI-specific elements of the contract, such as appropriate
performance standards and AMI-specific processes.
PROPOSAL
QUANTA
(6✓ TECHNOLOGY
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
The City will be responsible for providing Quanta Technology with its standard contract modified by the
selected AMI vendor. The contract will include all the City's commercial and legal requirements. We will
work with the City and suggest updates to the contract to cover important AMI contractual topics. We will
provide two turns of the contract with conference calls as needed. Table 1-2 below highlights some critical
items Quanta Technology will ensure are covered in the contract(s).
MAIN
• Warranty (particularly in
the water meter water
ingress area)
• Indemnity
• Limitation of liability
• Damages (liquidated or
actual)
• Cancellation
• System acceptance
Table 1-2. Important Contractual Topics
CUSTOMER ENGAGEMENT
• Ease of use
• Door hangers
• Call center
• Customer portal
AMI SYSTEM
• System availability
percentage
• Scheduled maintenance
• Disaster recovery
• Recovery times
• System security
• Customer data protection
• Licensing
• Maintenance and support
• Alternate meter supplier
• System training
METER INSTALLATION
• Insurance
• Background checks and
drug testing
• WOMS system
• Safety and protective
equipment requirements
• Vehicle signage
• Personnel dress code and
behavior
• Right to remove personnel
• Temporary stand -down
provisions
We will lead the subsequent negotiations once the contract starting point has been established. These
negotiations will typically involve several rounds of redline edits between the parties and will be
accompanied by phone conferences with vendor contract personnel. Ultimately, this process will finalize
and execute the contract for the City and vendors.
Quanta Technology will support the City during the approval process, including onsite representation if
required and technical advisement as needed.
1.3.7 Phase 2 Service Task Summary
Table 1-3. Phase 2 Service Task Summary
#i
SERVICE ITEMS
ESTIMATED
DELIVERABLES
CITY NEEDS
HOURS
• Issued RFP bid package to pre-
• City to issue the RFP bid package
Issue RFP/Responses to
qualified vendors
through preferred means
1
Vendor Questions
18
• Consolidated questions/
• Response input to applicable
responses sent to all Bidders
bidder questions
2
Bid Evaluation and Ranking
77
• Compliance Review Report
• Evaluation tool parameter input
Vendor Shortlist Interviews/
13
• Shortlist meeting for two
. Stakeholder participation
3
Presentation
vendors
_
• Evaluation Results Report
4
Final Recommendation to
13
• Evaluation Tool Matrix with
• Final vendor selection
Support City Selection
vendor bid rankings
Contract Development/
62
• Technical advisement and
. Legal contract and support
S
Negotiation Support
review
_
• PowerPoint package with a
6
City Council Presentation
9
final recommendation and
• Stakeholder participation
Support
supporting documentation
t ( QUANTA
` TECNN0L0GY
1.4 Phase 3: AMI System Implementation
PROPOSAL
AMI CONSULTING SERVICES I CITY Of MANIA BEACH
This phase covers the execution of the AMI system deployment project. In this phase, Quanta Technology
provides a utility -experienced PMP-certified project management prime, fully responsible for end -to -end
implementation from start-up planning and preparation to final acceptance (Phase 1—Phase 3). Ourtechnical
advisors will support the project manager using our innovative approaches to key functions such as system
integrations and our extensive experience with field deployments —positioning your project for maximum
success.
1.4.1 Vendor Kickoff Meeting
A typical kickoff meeting would cover the following:
• Introducing project personnel
• Discussing project expectations of all parties
• Ensuring the scope of work is clear to all team members
• Updating the scope of work, if needed, based on detailed discussions
• Ensuring responsibilities for all project members are understood
• Developing a communication plan for internal project communication
• Reviewing and updating the scheduling information as needed
• Reviewing the deployment/implementation, test, and customer marketing/communications plans
1.4.2 Project Management Support
Quanta Technology will assign Rick Garvin, an experienced PMP-certified AMI project manager located in
Raleigh, North Carolina, to provide oversight and technical guidance, working closely with a City -appointed
Project Manager or Team Lead and the vendor's Project Manager to manage project implementation from
start to finish. Rick will work closely with Jesus Gonzalez as the Program Manager and the City's team off -
site and onsite as needed to manage the project's implementation carefully. He will work through all the
required tasks during the deployment, including project planning, risk management, communication, action
tracking, status reporting, and project oversight. He will also be responsible for escalating issues during the
project to the appropriate City team members and driving those issues to a conclusion.
Shortly after the kickoff meeting, Rick will work with the City team to develop a comprehensive project plan
and schedule that includes a detailed work breakdown structure for tasks, project dependencies, and
responsible parties. It will serve as a living plan updated weekly throughout the deployment. In addition, he
will develop an action register to track ongoing actions and a communications plan detailing methods of
information collection and distribution to ensure consistent communication to proper stakeholders
throughout the project. Project risks will be proactively evaluated and documented in the Project Risk
Register.
Rick will hold regular status calls (typically weekly) with all key City stakeholders, the vendor, and supporting
partners (distributors, installation vendors, etc.) to review tasks, acquire status, assign and drive project
action items, and review upcoming scheduled items. He will provide a meeting agenda ahead of the meeting
and meeting notes shortly after the conclusion of each call. Additional follow-up working meetings are
planned and needed to address specific items. Rick will be supported by Quanta technology subject matter
experts (SME) and executive staff as needed.
PROPOSAL
(//jV
0UANTA��T C C H N U L U U i AMI CONSULTING SERVICES I CITY OF DANIA BEACH
It is important to note that the City -appointed Project Manager or Team Lead position is key to project
success, and it is recommended that the appointed resource have experience in City functions and have
some background in project management or coordination/planning activities.
1.4.3 Development of System Test Fixture
To increase project success and reduce implementation risks, we have introduced an innovative approach
of using a System Test Fixture to ensure that all integrations are in place and tested before deploying any
meters to the field (see Figure 1-10). The fixture will contain one of each water meter type and any other
purchased products the vendor provides. Quanta Technology will monitor the design and suggest
developing the fixture design and test plan. This fixture can be used for functionality testing, training, and
demonstrations.
Figure 1-10. Example of Water System Test Fixture
1.4.4 System Integration and Functional System Acceptance Test Support
We will provide oversight and support with the implementation and AMI rollout, including the critical
integration area with the City's existing information technology (IT) systems. These integrations are the
vendor's responsibility, with support from the City. Quanta Technology will monitor this integration work
and work with the vendor to ensure a successful implementation. Key areas of support include the following:
Integration scope of work (SOW) with systems: The installation vendor will own the system integration
effort. However, we provide oversight in creating SOW specifications with each system provider to
integrate their existing system with the AMI solution. Typical integrations can involve multi -speak, web
services, or flat file integrations.
System test fixture delivery: We will work with the implementation vendor to deliver a system test
fixture for the purchased water metering endpoint to support integration development and FSAT
testing.
N riQUANTA
'Nr TECHNOLOGY PROPOSAL
- .-1e.„_.y AMI CONSULTING SERVICES I CITY OF DANIA BEACH
• Functional system acceptance test (FSAT) creation: We will provide oversight in creating an FSAT test
specification that defines the tests to be executed to validate successful integrations. The approach we
have found most successful is to have the system vendor develop the initial draft of the test plan with a
detailed review from the client and Quanta Technology to ensure that all functionality and systems
integrations follow the specifications. FSAT will prove this in all system integrations, including the
installation vendor's WOMS system.
• FSAT testing support: We will provide oversight during the FSAT testing phase using the system test
fixture and augmented with friendly field installations. This will provide some real field installations as
the final step of FSAT before mass deployment.
Once FSAT is complete and the integrations are proven operational, a go-ahead for the limited deployment
evaluation can be granted. Our team has worked with over 30 suppliers in the system integration effort
across various deployment projects and understands the elements necessary for successful integrations.
1.4.4.1 Incorporation of Meter Data Management (MDM) Functionality
Quanta Technology recommends that the City explore the AMI vendor's MDM-lite capabilities to assess if
these capabilities are sufficient to meet the City's needs. Vendor MDM-lite and analytics capabilities can
include smart water application packages that can provide valuable information such as billing access,
operational dashboards, alert and alarm management, water loss analysis, and more. We recommend
leveraging the limited deployment evaluation to include trialing vendor capabilities in this area.
Exposure to the vendor's analytics capabilities will also better formulate the City's understanding of these
features, thus building a better foundation upon which to solicit a full MDM system if deemed necessary.
We also recommend that the City decouple the MDM incorporation as a separate project phase and not
attempt to integrate an MDM in parallel with adopting an AMI solution.
1.4.5 Limited Deployment Evaluation
Shortly after FSAT completion, we will work with the City and the AMI vendor to conduct a limited
deployment of approximately 300 total water meters, ensuring a good representation of accounts is
reflected in the deployment area, including support for compound water meters (if applicable) to test billing
use cases, vendor analytics, etc. The limited deployment should be run for a minimum of two to three billing
cycles and will prove end -to -end system integrations. Limited deployment test scenarios will be run to
ensure the City is comfortable proceeding with mass deployment.
1.4.6 AMI Mass Deployment Readiness Assessment
We will work with the City —and ultimately the selected vendor —to develop detailed implementation plans,
including project schedules, communications plans, testing plans, and more. As we approach the start of
mass deployment, we will conduct a comprehensive deployment readiness assessment and work with the
City, the solution vendor, and the installation contractor to ensure these items have been addressed to
facilitate a successful start to mass deployment. Typical items covered include the following:
• Installer and customer safety considerations
• Work release and dispatching strategy
• Customer communications
• Customer marketing (e.g., billing inserts, door hangers, web notices, AMI day, etc.)
• Call center and installer scripting for consistent messaging
• Billing blackout handling
PROPOSAL
QUANTA
PNX TECHNOLOGY
AM CONSULTING SERVICES I CITY OF DANIA BEACH
• Special account handling (VIP, medical, etc.)
• Installation production targets and working hours
• Successful installation definition
• Handling of meter access issues and Cannot Locate accounts
• Handling of water plumbing issues
• Return to utility (RTU) accounts/conditions
• Legacy meter disposal
• Meter exchange documentation (including installation photos, last read, etc.)
• Back -office last read validation for water reads
• Return Material Authorization (RMA) product return procedures
• Customer claims process
• Receipt of shipment procedures
• Inventory management
• New hire onboarding and training
• Field installation audits
• Supporting materials (access keys, meter pit lids if applicable, etc.)
1.4.7 Field Rollout/Implementation Support
once the mass deployment commences, we will provide ongoing support for the meter exchange activities
throughout the deployment, primarily led by the Project Manager. We will also provide a technical advisor
who will be available to address project and technology -related issues throughout the deployment. This task
typically includes the following activities during field rollout:
• Vendor meetings
• Schedule management
• Contract administration and change orders (if required)
• Weekly calls and periodic onsite meetings
• Field install oversight, including tracking and reporting of
■ Pre -deployment initial testing, including all system integrations
■ Return material authorization activities
■ Install progress (plan vs. actual)
■ Return to utility non -install resolutions
■ Customer complaint resolutions
■ Safety issues and reporting
■ Daily/weekly install plans
■ Quality assurance activities
1 0 U A N T A PROPOSAL
TECHN0L+0GY
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
1.4.8 Business Readiness Evaluation
We will conduct a business readiness evaluation assessment before going live and system turnover toward
the tail end of mass deployment. This activity is designed to identify any process modifications or gaps in
training with staff and allow time to correct and adjust before going live. Quanta Technology will lead the
assessment using a predefined checklist of items to be reviewed with City staff. We will support and guide
any final adjustments made.
1.4.9 Project Closure
After the project, Quanta Technology will assist the City staff with any project closure activities, typically
involving final financials, lessons learned events, and other items required to complete the project.
1.4.10 Phase 3 Service Task Summary
Table 1-4. Phase 3 Service Task Summary
# SERVICE ITEMS ESTIMATED
HOURS
DELIVERABLES
CITY NEEDS
1 Vendor Kickoff 13
• Meeting notes
_..
•Stakeholder participation
System Test Fixture
Z
• Technical advisement to
Development 13
ensure the functioning test
• Stakeholder participation
board
System Integration and FSAT
3
• Technical advisement
Support 50
supporting the system
• Stakeholder participation
integration and FSAT test plan
4 Limited Deployment
_
Evaluation 21
• Evaluation results summary
• Stakeholder participation
S ass Deployment
-- — — -
Preparation 13
• Mass deployment checklist
• Stakeholder participation
6 Field Rollout/
36
• Technical advisement during
Commissioning Su
gpport
field rollout
• Stakeholder artici ation
er participation
Business Readiness
15
•Readiness assessment
Evaluation
summary
•Stakeholder participation
8 Project Close 14
• Administrative closure
• Stakeholder participation
Project Management
9
• Project management support
Support Phase 3 250
and oversight (over eight
•City PM counterpart support to
_
months)
coordinate City internal activities
1.4.11 Optional Project Services
The following optional services can be offered upon request. These services
are designed to provide
additional support as deemed necessary by our Clients.
PROPOSAL
(QUANTA
TECHNOLOGY
Table 1-5. Optional Project Services
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
# SERVICE ITEM
DESCRIPTION
1 Data Cleansing Support
We will provide one of our data analysts to work alongside City staff to support data corrections
to obtain a good representation of the meter population and proposed AMI replacements or
retrofits. Typical data that are used include the following:
• Water meter sizes
• Water meter types (compound, etc.)
• Water services classes (e.g., potable, reclaimed, etc.)
• GIS coordinates (latitude/longitude) for all metering endpoints
• GIS coordinates for any mounting assets for network infrastructure
2 Reference Customer
Should the City deem it useful, Quanta Technology would assist with reference customer site
Visits
visits to obtain firsthand knowledge of the AMI system's capabilities and performance. Before
the visits, we would develop a list of questions with the City and assist in developing the meeting
agenda, accompany the City during the visits, and facilitate discussions as needed. We assume
there will be one visit per shortlisted bidder for no more than two visits.
3 AWWA Water Balance
We can work with the City to set up the AMI system to enable AWWA water balance assessments
Computation Support
and water audits to determine the efficiency of the water distribution system and City
accounting/operational practices. Typical activities include the following:
• Advisory consultation of placement of metering non -revenue system boundaries to enable
water audit computations
• Set up the AMI system to obtain measurements
• AWWA M36 Water balance audit computations
• Identification of apparent (nonphysical) and real (physical losses)
1.4.11.1 Grant Assistance
Quanta Technology actively works with clients through a full lifecycle of grant assistance processes, from
providing eligibility assessments to helping develop a strategic roadmap, prioritization, and partnering with
our clients on funding proposals and applications. An overview of the process is shown in Figure 1-11.
Eligibility assessment
ID eligible funding streams
Enumeration of special
conditions
Analysis of funding pathways
and grant programs
Strategic roadmap
Balance project and
organizational priorities for
long-term strategy
Analyze funding sources or
incentives
Identify partnerships to
support strategic direction
Identify risks and uncertainties
and develop mitigations
Prioritization
• Identify goals and priorities
Balance between existing
prioritized projects and
funding opportunities
Figure 1-11. Grant Assistance Process Overview
Funding proposal
• Monitoring of pre -solicitation
announcements
Monitoring of legislative
activity
Development and
management of funding
proposals for grants and
outside funding sources
Specific services beyond general insights and recommendations included in the financial analysis can be
discussed and offered separately per request.
l= QUANTA
TECHNOLOGY
PROPOSAL
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
2 Qualifications and Experience
2.1 Firm Overview
Founded in 2006, Quanta Technology is an independent technology,
consulting, and testing company providing business and technical
WE PROVIDE A FULL
expertise, along with advanced methodologies and processes, to utilities
SPECTRUM OF SERVICES
and others in the power and energy industries. Our corporate
headquarters is in Raleigh, North Carolina, and we have supporting
Grid modernization and
offices in Illinois, California, and Canada. Our mission is to provide
business strategy
unparalleled value to our clients in every engagement across the value
Regulatory compliance
chain by using advanced software and hardware, laboratories, and
Transmission and
custom tools for a holistic approach to practical service and the most
distribution
insightful thought leadership in the industry.
Automation and testing
Quanta Technology's client base is well -established in North America and
• Asset operations
numerous international markets. Our clients include energy -delivery
protection and control
utility companies (investor -owned utilities, municipalities, cooperatives),
Asset management
large industrial companies, energy suppliers, regional transmission
Electrical transportation
organizations/independent system operators (RTOs/ISOs), and energy
• Advanced metering
industry research and support organizations.
infrastructure
Quanta Technology is a wholly owned subsidiary of Quanta Services, Inc.
• Enterprise integration
(NYSE: PWR). Quanta Services safely provides engineering, procurement,
0 Smart grid strategies
and construction (EPC) services for comprehensive infrastructure needs
Applied research and
in the electric power, oil, and natural gas industries. With a workforce
development
tens -of -thousands strong and offices across North America and abroad,
' Renewables integration
Quanta is the premier provider in the industries it serves. As part of the
Energy storage
Quanta family of companies, Quanta Technology has the manpower,
• Microgrids
resources, and expertise to complete projects that are local, regional,
0Workforce training and
national, or international in scope.
augmentation
For more information about Quanta Technology, visit our website at
https:Hquanta-technology com.
We want to highlight a few key points when considering Quanta Technology:
7. Quanta Technology is a fully independent consulting firm that is vendor -neutral. We have no
associations with any vendor or product distributor and do not derive revenue from any technology sale
or resale for any product or service. While independent of any vendor, we have extensive background
and experience deploying systems with all major AMI vendors and know and understand their systems
and methods. By being independent, we can leverage our rich background to advise you on the best
solution for your business needs.
8. Quanta Technology offers exceptional industry experience and technology consulting services. Each
staff member has more than 40 years of experience and collectively more than 120 years of experience
as a team. It is not just the years of experience but also the relevance and quality of experiences. We
have worked for most major AMI vendors and have direct experience deploying and adopting systems.
We know and understand what you need to deploy systems successfully.
PROPOSAL
QUANTA
TECHNOLOGY
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
9. Quanta Technology is your trusted advisor, leveraging our experiences to protect your project
investment and success. Our vast industry and direct project deployment experience is key to protecting
you from experiencing some of the common pitfalls that negatively affect project deployments. We
understand the importance of aligning stakeholder expectations, addressing organizational readiness
gaps, preventing underutilizing of system value through critical integrations, and ensuring the wrong
technology/service is not selected to meet your current and future needs. We also understand how to
leverage your investment to derive future benefits by improving customer engagement through
customer portals, improving operations with advanced analytics, and reducing non -revenue water loss
through active water balance computations.
10. Quanta Technology offers a holistic approach to technology adoption that considers people,
processes, end customers, and technology. Many consulting services focus on technology and
technology adoption. We step back and take a broader, more comprehensive approach.
11. Quanta Technology truly adopts a partnership mindset when engaging customers. We focus on the
customers' needs and develop relationships built on trust, listening to customers, and looking out for
our clients' interests as part of an integrated team. A significant amount of our business comes from
repeat customers. We encourage you to contact our references to see how our philosophy builds good
experiences.
2.2 Company Profile
ITEM
QUANTA TECHNOLOGY, LLC
Years in Operation
17 (Since 2006)
ownership
Wholly owned subsidiary of Quanta Services, Inc.
Headquarters
4020 Westchase Blvd, Suite 200, Raleigh, NC 27607
Contact Information
(919) 334-3000 _
Total Employees
334+
Outstanding Legal claims (last 5 yrs.)
Quanta Technology has no outstanding legal claims.
Quanta Technology is not authorized to disclose financial information as a wholly
owned subsidiary of Quanta Services, Inc., a publicly owned company. For financial
Financial Stability
information, refer to Quanta Services' 2022 annual report:
https:Hinvestors.quantaservices.com/financial-information/annual-reports
.._....._.........-...
Website
Quanta-Technology.com
Jesus Gonzalez
Main Contact
jonzalez@quanta-technology.com
919-428-9332
2.3 Project Personnel
Our assigned project team comprises experts who have previously worked together on similar projects. This
section details their qualifications, how they will be organized, and who will work on what aspects of the
City's project. Our team is led by Jesus Gonzalez, a certified Project Management Professional (PMP), who
serves as the Program Manager. Jesus has more than 11 years of utility deployment experience and 24+
years of project management experience. He is supported by David Hart, the Vice President of Protection,
Control, and Automation, and the team detailed below.
The proposed personnel for this project and their roles and responsibilities are shown in Table 2-1. The
Project Manager's resource allocation is anticipated to vary from 20%—SO% throughout the project, with
peaks of 100% during needed timeframes. The remainder of the team will be dedicated to the project as
required. The project's scope will determine the level of involvement in any given phase. This involvement
QUANTA
TECHNOLOGY
PROPOSAL
AM] CONSULTING SERVICES I CITY OF DANIA BEACH
can increase or decrease as needed by the City, but the resource allocation will always be appropriate for
the level of effort required on the project. Quanta Technology has sufficient resources to meet the need.
Table 2-1. Proposed Staff Qualifications Summary
NAME
TITLE
RELEVANT
ROLE
INVOLVEMENT
PROJECT
EXPERIENCE
LEVEL
CONTRIBUTION
Jesus Gonzalez,
Principal
11+years utility
Project Management,
PMP
Advisor
24+years PM
Program Manager
Heavy
Team Lead, Customer
Electric/water
Prime
Robert Dumas,
Principal
40+years utility
Subject Matter
Technical Prime,
PhD, PE
Advisor
Electric/water
Expert
Heavy
Advisement, Process
Development
Rick Garvin,
10+years utility
Project
Project Management,
PMP
Senior Advisor
15+years PM
Management
Heavy
Project Support
Electric/water
Project Support
Lou Santilli Principal
38+years utility
Subject Matter
Advisor
Electric/water
Expert Support
David Uy, PE Principal
27+years utility
Engineering and
Engineer
Electric
Project Support Support
Steven Ellis
David Hart,
PhD
Consultant III 10+yrs. industry Geospatial Analysis
Vice President 35+years utility
2.3.1 Project Organization
Support
Costing and Project
Support, Advisement
Data Analysis, Project
Support
Geospatial Data
Analysis, MAP
Generation
Executive Sponsor, Executive Oversight,
Sponsor Project S Support
J p Resource Support
Executive Sponsor Program Manager
David Hart, PhD Jesus Gonzalet,PMP
SME SME
Lou Santini Robert Dumas, PhD
Project Manager � LANIA BEACH
Rice Garvin,PMP SEA IT LAVE IT. LOVE IT
Engineering and Geospatial Analyst
Project Support
David Uy, PE Steven Ellis
Figure 2-1. Project Organization Chart
PROPOSAL
iTECHNOIOGY
2.3.2 Staff Resumes
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
1ESUS GONZALEZ, PMP
1Esus GONZALEZ, PRINCIPAL ADVISOR, has over 30 years of professional experience
spanning the utility and telecommunications sectors and 24 years of project
management experience. His utility experience includes over 11 years of i
advanced metering infrastructure (AMI) deployments with Honeywell (formerly
Elster Solutions and ABB), where he led and managed numerous deployment
projects across a broad customer base consisting of municipalities, cooperatives,.
and IOUs in North America and Mexico. He holds a master's degree in PRINCIPAL ADVISOR
Information and Computer Science from the Georgia Institute of Technology in
Atlanta and has been a certified Project Management Professional for 15 years.
AREAS OF EXPERTISE
• Advanced metering infrastructure (AMI) electric, water, and gas system deployments
• Project Management planning and governance, risk analysis/management, cost control
• Project Management Office Portfolio Management, Clarity PPM
EXPERIENCE AND BACKGROUND
• Years of experience in the utility industry 2011—Present
• Principal Advisor Quanta Technology ................. 2022—Present
• Manager Customer Delivery, Honeywell/Elster Solutions........................................................
2015-2021
• Senior Project Manager, Customer Delivery, Elster Solutions ..................................................
2011-2015
• Years of experience in the telecommunications industry .........................................................
1987-2011
• Clarity Program Manager, PMO Office, Tekelec........................................................................
2011-2007
• Senior Technical Manager, Lucent Technologies.......................................................................
1996-2003
• Member of Technical Staff, AT&T Bell Laboratories..................................................................
1987-1996
RELEVANT FIELD DEPLOYMENT PROJECTS
• City of Newberry: Water 2.1 K, Electric 1.9 K, AMI deployment (Quanta Technology)
• City of Clewiston: Water 4 K, Electric 4 K, AMI deployment (Quanta Technology)
• City of Tallahassee: Water 87 K, Electric 113 K, Gas 24K, AMI deployment (Honeywell)
• City of Fort Collins: Water 31 K, Electric 68 K, AMI deployment (Honeywell)
• Lafayette Utilities System: Water 56 K, Electric 65 K, AMI deployment (Honeywell)
SELECT INDUSTRY ACCOMPLISHMENTS AND RECOGNITION
• Project Management Professional (PMP), 2007—Present
• Six Sigma Green Belt, Villanova University
EDUCATION
• MS, Information and Computer Science, Georgia Institute of Technology, 1988
• BS, Electrical and Computer Engineering, University of Miami, 1987
' NQUANTA
-- IT`ECHN0Lu0RGY
PROPOSAL
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
LOUISA. SANTILLI, PRINCIPAL ADVISOR, has over 38 years of professional experience
in all aspects of electric, water, gas, smart city, and smart grid distribution
systems, generation, customer service, and financial management. His investor -
owned utility experience includes over 24 years in operations, engineering, and
management roles in nuclear and fossil generation, transmission and
distribution, and electric metering. He has over 14 years of system integrator and
manufacturer experience. He led and managed numerous gas, water, and
electric projects across a broad customer base consisting of municipalities,
cooperatives, and IOUs in North America.
AREAS OF EXPERTISE
LOUTS A. SANTILLI
PRINCIPAL ADVISOR
• Advanced metering infrastructure (AMI) electric, water, and gas system deployments
• Smart city and smart grid systems
• Program management planning and governance, risk analysis/management, and cost control
• Renewables (battery storage, electric vehicles, solar, and wind)
EXPERIENCE AND BACKGROUND
• Years of experience in the utility industry .............................................................................
1979—Present
• Principal Advisor, Quanta Technology...................................................................................
2022—Present
• Consultant, Harbourfront Group................................................................................................
2021-2022
• Chief Operating Officer / Equity Partner, Eplis2.........................................................................
2021-2022
• Vice President of Business Development, Bloom Energy
....................................................................
2021
• Area Vice President Enterprise Projects, Sales and Services, Itron, Inc ....................................
2007-2021
• Operations, Engineering, and Management, Progress Energy Corp (Duke Energy Corp.) ....... 1983-2007
• Salem/Hope Creek Nuclear Maintenance, PSEG Nuclear LLC................................................... 1998-2000
SELECT INDUSTRY ACCOMPLISHMENTS AND RECOGNITION
• Certified Energy Manager (CEM), Association of Energy Engineers (Inactive)
• Certified Power Quality Professional (CPO), Association of Energy Engineers (Inactive)
• Reactor Operator Training (Technical Nonlicenced), Florida Power Corp.
EDUCATION
• BS, Electrical Engineering, University of South Florida, 1997
PROPOSAL
QUANTA
TEC,HN0L11 0yGY
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
ROBERT DUMAS, PHD
RoeERT DUMAS, PHD, PRINCIPAL ADVISOR, AMI Manager, has over 40 years of
experience with increasing levels of organizational responsibility in electrical,
nuclear, mechanical, and environmental engineering positions associated with
electric utility generation, transmission operations, and advanced metering
infrastructure (AMI) smart -grid solutions for some of the largest utilities in the
US and internationally.`
This experience includes over 17 years with Virginia Power Nuclear Design PRINCIPAL ADVISOR
Engineering and 17 years in the AMI industry with Elster Solutions (formerly ABB)
and Itron Inc. With Quanta Technology, he has executed the multimillion -dollar
Wide -Area Protection project for National Grid Saudi Arabia and ongoing AMI
consulting projects.
AREAS OF EXPERTISE
• Utility operations
• Resource planning
• Nuclear plant instrumentation and control
• Nuclear and energy management system (EMS) supervisory control and data acquisition (SCADA)
systems
• Project and program management
• AMI
• Smart metering
• Meter data management systems
• GIS system application
EXPERIENCE AND BACKGROUND
• Years of experience in the electric power industry ............................................................... 1977—Present
• Principal Advisor and AMI Manager, Quanta Technology .......................................... 2016, 2018—Present
• Director, Solution Delivery, Itron Inc.......................................................................................... 2017-2018
• Managing Partner, Smart Grid Consulting Associates, LLC........................................................ 2015-2016
• Vice President, Program Implementation, Elster Solutions (formerly ABB) ............................. 1999-2014
• Senior Researcher and Doctoral Student, Environmental Engineering, NCSU ......................... 1995-1999
• Senior Staff Engineer, Nuclear Design and Power Supply, Virginia Power ............................... 1977-1994
RELEVANT FIELD DEPLOYMENT PROJECTS
• City of Newberry: Water 2.1 K, Electric 1.9 K, AMI deployment (Quanta Technology)
• City of Clewiston: Water 4 K, Electric 4 K, AMI deployment (Quanta Technology)
• City of Tallahassee: Water 87 K, Electric 113 K, Gas 24 K, AMI deployment (Honeywell)
• City of Fort Collins: Water 31 K, Electric 68 K, AMI deployment (Honeywell)
• Kansas City BPU: Water 54 K, Electric 67 K, AMI deployment (Honeywell)
• Peterborough: Water 22 K, Electric 37 K, AMI deployment (Honeywell)
EDUCATION
• PhD, Environmental Engineering, North Carolina State University, 1999
• MS, Environmental Engineering, North Carolina State University, 1996
• BS, Nuclear Engineering, North Carolina State University, 1977
QUANTA
TECHNOLOGY
PROPOSAL
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
RICK GARVIN, SENIOR ADVISOR, has over 35 years of professional experience
spanning the utility and telecommunications industries and over 15 years of
project management experience. Rick has notable success with software,
product, and integrated solutions directly supporting customer needs and
business objectives. His utility experience includes over ten years of advanced
metering infrastructure (AMI) deployments with Honeywell (formerly Elster
Solutions and ABB), where he led and managed deployment projects across a
broad customer base, including municipalities, cooperatives, and IOUs in North
America. He holds a bachelor's degree in electrical engineering from Virginia
Tech and has been a certified Project Management Professional for over 10
years.
AREAS OF EXPERTISE
RICK GARVIN, PMP
SENIOR ADVISOR
• AMI electric, water, and gas system deployments
• Project management planning, communications, governance, risk analysis/management, cost control
• Designing and implementing software, product, and integrated solutions
EXPERIENCE AND BACKGROUND
• Years of experience in the utility industry ............................................................................. 2013—Present
• Senior Advisor, Quanta Technology...................................................................................... 2023—Present
• Senior Program and Project Manager, Honeywell/Elster Solutions .......................................... 2016-2023
• Senior Project Manager, Customer Delivery, Elster Solutions .................................................. 2013-2016
• Years of experience in the telecommunications industry......................................................... 1988-2013
• Hosted Solutions Planner and Systems Engineer, Nortel/Avaya............................................... 2008-2013
• Senior Software Designer, Architect and Lab Manager, Nortel................................................ 1996-2008
• Software Designer North America, Bell Northern Research...................................................... 1993-1996
• Member of Scientific Staff, Northern Telecom.......................................................................... 1988-1993
RELEVANT FIELD DEPLOYMENT PROJECTS
• Entergy: Electric 3 M, Gas 200 K, AMI deployment (Honeywell)
• Orlando Utilities Commission: Water 145 K, Electric 230 K, AMI, and AMR deployment (Honeywell)
• Ross County Water Company: Water 14 K, AMR deployment (Honeywell)
• Brookings Municipal Utility: Water 7.8 K, Electric 10 K, AMR deployment (Honeywell)
• Barron Light and Water: Water 1.3 K, Electric 1.8 K, AMR deployment (Honeywell)
ACCOMPLISHMENTS AND INDUSTRY RECOGNITION
• Certified Project Management Professional (PMP), 2013—Present
• Commonwealth of Virginia Board Certified Engineering Intern, 1988
EDUCATION
• BS, Electrical Engineering, Virginia Polytechnic Institute and State University, 1988
• Pre -Engineering, Electrical Engineering and Computer Science, West Virginia University at Parkersburg
PROPOSAL
QUANTA
TECHN0Ly0GY
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
DAVID UY, PE, ADVISOR, is an accomplished engineer with expertise in designing
and developing customer -focused solutions using customer requirements,
system specifications, test and field data, and root cause analysis. He has
expertise in developing, producing, and supporting power system protection,
automation, energy measurement, and control products. David is also adept at
managing projects and deploying efficient customer solutions.
DAVID UY, PE
ADvISOR
AREAS OF EXPERTISE
• Advanced metering infrastructure (AMI)
• Advanced meter reading (AMR)
• ANSI C12.18/21/22, DNP 3.0, Modbus, TCP/IP
• Power system protection
• Process management
• Data analysis
• Root cause analysis
• Project management
• Testing
EXPERIENCE AND BACKGROUND
• Years of experience in the electric power industry
1995—Present
• Senior Engineer (Associate), Quanta Technology.................................................................
2020—Present
• Sr. Advanced Embedded Engineer, Honeywell International.................................................... 2016-2019
• Principal Engineer, Elster Solutions............................................................................................ 2001-2016
• Senior R&D Engineer, ABB Electric Systems Technology Institute ............................................
1997-2001
• R&D Engineer, ABB Transmission Technology Institute............................................................
1995-1997
SELECT INDUSTRY ACCOMPLISHMENTS AND RECOGNITION
• Licensed Professional Engineer, North Carolina (No. 027004)
• Member, IEEE, 1983-,Present
• Seven patents (four in AMI and three in distribution system protection and monitoring)
EDUCATION
• MS, Electrical Engineering (Power System Reliability), Missouri University of Science and
Technology
(University of Missouri -Rolla), 1991
• BS, Electrical Engineering, Michigan Technological University, 1988
0 U A N T A
T E C H N 0 L 0 G Y
PROPOSAL
AM] CONSULTING SERVICES I CITY OF DANIA BEACH
STEVEN ELLIS, PRINCIPAL GIS SOLUTION ARCHITECT, is a geospatial analyst with over
13 years of military leadership, business management, financial accounting,
and analytics experience. During his career, Steven has performed in roles such
as Operations Manager, Distribution Manager, and Mutual Fund Analyst. In
this role, he works on distribution and transmission planning projects, system
maintenance, electrification, big data analytics, and substation impact.
STEVEN ELLIS
PRINCIPAL GIS SOLUTION
ARCHITECT
AREAS OF EXPERTISE
• Database design and data management
• Econometrics and demographic analysis
• Electrification and electric vehicle (EV) adoption modeling
• Geocoding
• Georeferencing
• High -granularity spatial load forecasting
• Hosting capacity web app development
• Post -storm health assessments
• Process automation through Python scripting
• Renewable energy site selection and suitability analysis
• Spatial statistics and clustering analysis
• Supervised/unsupervised image classification
• Transmission health assessments
EXPERIENCE AND BACKGROUND
• Years of experience in the electric power industry ............................................................... 2019—Present
• Principal GIS Solution Architect, Quanta Technology........................................................... 2019—Present
• Senior Geospatial Analyst, Asset Management, LUMA Energy ............................................ 2020—Present
• Distribution Manager, Bond Brothers Brewing Company......................................................... 2016-2019
• Leadership Experience, United States Coast Guard................................................................... 2012-2016
• Professional Management, Operations Manager, Lyons Detailing ........................................... 2011-2012
• Mutual Fund Analyst, SEI Investments Company...................................................................... 2007-2011
SELECT INDUSTRY ACCOMPLISHMENTS AND RECOGNITION
• Member, IEEE, 2019—Present
• Member, IEEE PES, 2019—Present
• Geospatial Graduate Student Organization, 2017—Present
• North Carolina ArcGIS Users Group, 2017—Present
• United States Veterans Corps, 2016—Present
EDUCATION
• MS, Geospatial Information Science and Technology, North Carolina State University, 2018
• BS, Economics, Pennsylvania State University, 2006
PROPOSAL
QUANTA
TECHN0LY0GY
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
DAVID G. HART, PHD
DAVID G. HART, PHD, EXECUTIVE ADVISOR, Senior Vice President, has over 30 years of
experience in the power industry, including protection and control, power
system automation, smart metering, and AMI systems. Before his work at
Quanta Technology, he developed numerous protection and control products. ,...4'
David held senior management positions at ABB, where he developed AMI-
related products and systems. At Elster, he was responsible for AMI engineering,
product management, and quality organizations. At Quanta Technology, David EXECUTIVE ADVISOR
and his team provide consulting support to utilities on AMI systems, feeder
automation, coordination studies, IEC 61850, and advanced protection
applications. As the direct head of Protection and control, he guides the overall
business strategy, client and program proposals, and project execution. David
holds a doctorate in electrical engineering from Clemson University and is a
senior member of IEEE/PES. His work has earned significant recognition
throughout his career, including over 30 technical patents and numerous
published articles.
AREAS OF EXPERTISE
•
Protection and control
•
Substation automation
•
Feeder automation
•
Advanced metering infrastructure/smart metering
EXPERIENCE AND BACKGROUND
•
Years of experience in the electric power industry ...............................................................
1992—Present
•
Senior Vice President and Executive Advisor, Quanta Technology ......................................
2015—Present
•
Vice President, Automation Solutions, ABB...............................................................................
2014-2015
•
Executive Director Solutions, ABB..............................................................................................
2013-2014
•
Senior Vice President Solutions (PM, Engineering, Quality, Support), Elster Electricity
.......... 2006-2013
•
Vice President of Engineering and Quality, Elster Electricity.....................................................
2001-2006
•
Automation Program Manager, ABB..........................................................................................
1999-2001
•
Automation Technology Center Manager, ABB.........................................................................
1997-1999
•
Technology Team Leader, ABB...................................................................................................
1996-1997
SELECT INDUSTRY ACCOMPLISHMENTS AND RECOGNITION
•
ABB Achievement Award
•
Numerous technical disclosures in metering, power system protection, control, and
automation
•
Numerous patents issued
•
Numerous industry publications
•
Senior Member, IEEE PES
EDUCATION
• PhD, Electrical Engineering (Power Systems), Clemson University, 1991
• MS, Electrical Engineering (Power Systems), Clemson University, 1987
• BS, Mathematics and Physics, Wofford College, 198S
QUANTA
TECHNOLOGY
2.4 Experience with Municipality Deployments
PROPOSAL
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
Collectively, team members have deployed more than 130 systems, ranging in size from a few thousand to
more than a million AMI endpoints. A significant majority of these systems (more than 100) involved
municipal clients, with the remaining comprising investor -owned utilities (IOU) and some cooperatives.
Many of these systems have water and electric meter endpoints with water -only areas. Our team is
experienced in all project phases, including business process assessments, business case analysis, system
requirements definition, network technology evaluation, vendor selection, contract support/negotiations,
and project implementation. We partner with clients to help them fully adopt AMI systems and leverage
their investment to realize operational efficiencies, reduce system losses, and improve customer service.
Below is a sample list of projects that deployed water endpoints.
Table 2-2. Quanta Technology Example Experience with Water End Pnintc
10
r
CompletedUSA,
Deployment
Examples
l
a
UTILrry
LOCATION
Elect_
Meters
Water
Meters
Gas
Meters
IDUC
USA, FL
227589
1f15,694
Tallahassee
Lafayette Utiftties System (LUS)
USA, FL
USA. LA
113,6%
65,115
37,450
561935
24,692
KS
67445
54,410
rtol9lrSUSArCO
58,691
3557
;KC81,PUUSA,
FL
5d,31%
24,499
pr ecwn
terbarow h
USA, Tx
Canada, flN
23,M
37,101
23,981
22,7ai0
1,
Navajo Nation(NTUA)
USA, AZ
40,229
20,477
1,485
Columbia Power & Water System,
Duncan
USA, TN
USAr OX
26,093
9,276
18,944
12,521
Danvers, Town of
USA. MA
13,333
iL262
Newark 1 DE . cii of
WISCO S'In Rapids
USA, DEL
USA, WI
12,240
14,405
9A "
Memphis Light Gas Water (MLGW)
USA, TN
20,S87
6,694
ia.at.,
Freaierae# sbur a i of
Tipp City
USA, Tx
USA, ON
5,641
5,099
6,5i6
4,312
Shawano
USA, WI
5,627
4,OS6
Humboldt TN
say coty Of MICh an
USA, TN
USA, M1
4,542
16,155
3,955
2.&59
3,554
Burnet
USA,TX
2,891
2,337
Utalasmart
oavird city
Canada, ON
USA, NI
79,577
1,6m
1,6W
1,372
286
Rochelle
USA, it
4,017
1,089
Cleveland Uilfitles
NWa FonFrances
USA, TN
Canada, CAN
30,928
3.950
713
304
Horizon UtiIMes
Canada, ON
._40,342
286
Silicon Valley Power (SVP
USA, CA
730
37
We are working on numerous projects in the Florida area, primarily through FMPA. These projects have
water and electric metering endpoints with some water -only areas. Section 4 contains more information
on these projects. We are also working with Coconut Creek, a nearby water -only Florida utility, on an AMI
project and the City of Burleson, Texas, on an AMI feasibility study, both being similar in scope to the
requested project scope.
QUANTA PROPOSAL
TECHNOLOGY
a pNie sE. ss <oMpLM1. AMI CONSULTING SERVICES I CITY OF DANIA BEACH
3 Proposed Pricing
Quanta Technology offers the scope of work, deliverable items, and project team described in this proposal
on a fixed price basis to deliver proposed advisory services. The project price is calculated based on the scope
of work and the assumptions outlined in this proposal. Billing will be on a milestone basis, as shown in Table
3-1. Travel will be expensed at cost (no markup) as incurred on a monthly basis, all net 30 days. The quotation
excludes taxes, which are the sole responsibility of the customer.
Table 3-1. Fixed Price Advisory Services (Milestone Payment Schedule)
MILESTONE PAYMENT SCHEDULE
COST PER
MILESTONE
M1
Phase 1: Completion of project kickoff
10%
$24,554
M2
Phase 1: Completion of long-term smart grid strategy and business process reviews
10%
$24,554
M3
Phase 1: Completion of RFP technical specification draft and presentation for options on
15%
$36,831
upgrades/replacements
M4
Phase 1: Completion of remaining items, RFP specification, vendor pre -qualification, and
15%
$36,831
research on current product and service offerings/present to the City
MS
Phase 2: Completion of vendor selection and recommendation
15%
$36,831
M6
Phase 2: Completion of remaining activities (including contract negotiation)
15%
$36,831
M7
Phase 3: Completion of system integration, FSAT, and limited deployment evaluation
10%
$24,554
(ready for mass deployment)
M8
Phase 3: Completion of full deployment and final system acceptance test
10%
$24,554
Grand Total
00
QUANTA
TECHNOLOGY
.. <.,. sF.v, ., . - I
3.1 Travel
PROPOSAL
AMI CONSULTING SERVICES I CITY OFDANIABEACH
Travel, lodging, and materials will be billed at cost with no markup. Typical travel trips required to support
the project implementation are shown below. All other travel tied to provided services will be rendered as
required by the project and billable at cost as well.
Table 3-2. Proposed Travel Expense Cost Estimate
ITEM TRIPS DAYS STAFF COST ESTIMATE
PHI: Business process workflows --
1 4 _ 3 $4,260
PHI: RFP technical specffication reviews
1 2 2 $1,870
Council presentation 1 2 1 $1,010
PH2: Shortlist presentations meeting 1 2 1 $1,010
PH2: Council presentation 1 2 1 $1,010
PH3: Vendor kickoff meeting 1 2 1 $1,010
Integration FSAT testing 1 3 2 $2,405
Added travel during mass deployment 3 2 1 $3,030
PH3: Final acceptance/business readiness 1 2 2 $1,870
3.2 Assumptions
The following assumptions have been made in developing the cost and schedule for this proposal.
Table 3-3. Project Assumptions
ITEM ASSUMPTIONS
General
I There is a fixed start date within 14 days of contract signing.
2
If the project scope or duration changes, we will work with the City team to assess impacts and work through a
documented change order process accordingly.
3 Travel is estimated at 11 trips, deemed sufficient for the project. Additional travel beyond what is included must be
mutually agreed upon and approved and is billable at cost with no markup.
The City will provide contact points to answer or approve general day-to-day inquiries that may arise as work
4 progresses. These contact points may be one person from each key function or department (e.g., IT, finance, billing,
water meter shop, etc.).
5 The City project stakeholders will participate in scheduled weekly status calls and work on assigned action items in a
reasonable timeframe.
6 The City's finance/billing manager and IT staff will also be available as needed.
The required City CIS account data, including meter and location data, will be provided to Quanta Technology in a
7 reasonable timeframe and be of reasonable quality. It is assumed that the data provided will be able to be incorporated
into the GIS maps and REP technical specifications. Additional data cleansing and delivery rounds may involve
unplanned efforts to update the RFP/GIS maps.
Quanta Technology's project manager will work with the City to develop a mutually agreeable schedule with tasks and
8 milestones at the start of the project. The project manager will report progress against the schedule at the regular
project status meetings.
Confidential(Pro.orietary Quanta -Technology, corn PAGE 1 38
PROPOSAL
QUANTA
TECHNOLOGY AMI CONSULTING SERVICES I CITY OF DANIA BEACH
%to, � a W.A.—I.— .........
ITEM ASSUMPTIONS
During the business review process, Quanta Technology team members will review existing City operations, data, and
9 assets onsite. The City will provide requested data items in support of the workshops, and additional travel/time will
not be required to complete the workshops due to incomplete information.
10 The City will be available for interviews during the onsite operations review and other tasks as required.
11 The presentation of onsite meeting findings will be via a web conference.
12 The City will, at a minimum, provide addresses for each water metering endpoint.
13 Two review cycles for the AMI RFP technical specification are considered in scope. Additional review cycles after the
first two are not in scope. _----- --
14 All information required for the RFP will be provided (meter types, sizes, location, etc.).______ u
Quanta Technology will provide an RFP technical specification and associated pricing tables. The City will add legal and
15 commercial terms to create the final bid package. Quanta Technology can guide on resolving conflicts between the bid
terms and conditions and the RFP technical specification.
18 up to three approved vendors will be identified. Additional hours will be required and priced separately should more
vendors be requested.
Quanta Technology will score up to three approved bidder RFP response packages using weight input values provided
19 by City stakeholders (representing customer importance). Bid evaluations scored by City stakeholders can be priced
separately if desired.
20 Quanta Technology will make the final vendor recommendation under standard services. The City will make the final
vendor selection.
The City s legal and contracts staff will cover legal and commercial aspects (non -technical or pricing) in negotiations an
21 contract development.
22 Quanta Technology will follow and support the City's required procurement process. Quanta Technology recommends
using its SharePoint approach to bid management if allowed by the procurement process.
Quanta Technology will provide Project Management (PM) oversight and management during the project
implementation period, estimated to be 8 months (3 months of integration/planning and 5 months of mass
deployment). A total of 250 PM hours have been allotted to this activity. While not anticipated, additional PM hours, if
23 required, would be provided on a T&M basis using Quanta's Senior PM discounted rate of $216/hour. Quanta
Technology will provide technical oversight over the entire project implementation period. A total of 36 hours have
been allocated. While not anticipated, additional technical consulting, if required, would be provided on a T&M basis
using Quanta Technology's discounted Principal Advisor rate of $303/hour.
Integration support and FSAT development are scoped solely for integration into the City's billing system, supervisory
24 control and data acquisition (SCADA), and GIs system. Additional systems, such as an MDM, can be included but must
be estimated separately once these systems are identified or applied and not included in the provided pricing.
Quanta Technology recommends the evaluation of the AMI vendor's MDM-lite capabilities, which may fulfill the City's
25 data analytics needs. Following a full understanding of the AMI vendor's capabilities in this area, Quanta Technology
can assist the City in selecting a full MDM provider if deemed necessary. It can scope that effort once a further
understanding of system requirements is understood.
3.3 Expiration Date
This offer is valid for 90 days from the date of issue. For information about offer extensions, contact Jesus
Gonzalez at jonzalez@Quanta-Technology.com or 919.428-9332.
QUANTA PROPOSAL
TECHNOLOGY
r _i' It- AMI CONSULTING SERVICES I CITY OF DANIA BEACH
4 References/Past Projects
CITY OF NEWBERRY, FLORIDA
PHASES 1 AND 2: AMI REQUIREMENTS AND BUSINESS READINESS, VENDOR SELECTION 2019-2021
PHASE 3: AMI SYSTEM IMPLEMENTATION 2021-2024 (Expected Completion)
customer Name: Mike New, City Manager
Address: 25440 W. Newberry Rd, Newberry, FL 32669
Email: MNew@NewberryFL.gov
Phone Number: (352) 472-2161
Fax Number: (352) 472-7026
Project Value Drivers: Community involvement, improved customer service
Project Profile: 2.1 K water endpoints, 1.9 K electric endpoints, water -only areas, Sensus solution, ADG
billing system
Project Costs, Change Orders, Amendments, and Final Costs: Confidential
Scope of Services:
Phase 1—AMI Requirements and Business Readiness: Quanta Technology provided business readiness and
gap analysis, assessment of AMI readiness, business process mappings, AMI priorities, cost -benefit analysis,
system requirement definition, RFP development, vendor pre -qualification, and project stakeholder/City
Council presentations.
Phase 2—Vendor Selection: Quanta Technology provided support for vendor selection and procurement,
including RFP issuance, vendor Q/A support, bidder response compliance reviews, vendor scoring/ranking,
final vendor recommendation, contract development/negotiation support, and project stakeholder/City
Council presentations.
Phase 3—AMI System Implementation: This is currently in the end stages of the final acceptance testing
phase to validate key requirements and KPI performance metrics. The project is on track to be completed as
scheduled and per the approved budget. Quanta Technology provided the following services:
• Oversight for SOW development with integrating systems 0 System integration
• FSAT development and execution • Community outreach, including AMI Day event
• System test fixture setup/oversight for system integration a Field deployment readiness planning and
testing preparation
The project also meters system boundaries in preparation for conducting an AWWA water balance to
categorize non -revenue water losses.
Testimonial: "Like most small cities that operate utilities, Newberry's elected officials are very much in tune
with the sentiments of our customer base. Our staff presented the concept of automated metering
infrastructure to our city commission to address some meter reading deficiencies. The city commission
quickly realized the value of providing daily and hourly utility consumption data to our customers and the
opportunities it would provide in making decisions related to utility consumption. The commission directed
staff to initiate a project implementing AMI technology in Newberry. Our team recognized the complexity
of deploying AMI. While all are experts in their area of operation, they wisely recommended that we partner
with a third -party consultant to ensure we realized the benefit of a consultant's experience. We selected
Quanta Technology after a thorough evaluation of several firms. Their expertise and experience in successful
AMI deployment projects was key to their selection as our project partner." — Mike New, City Manager
PROPOSAL
QUANTA
L` T E C H Ny(Q L Q G I AM I CONSULTING SERVICES I CITY OF DANIA BEACH
CITY OF CLEWISTON, FLORIDA
PHASES 1 AND 2: AMI REQUIREMENTS AND BUSINESS READINESS, VENDOR SELECTION 2019-2021
PHASE 3: AMI SYSTEM IMPLEMENTATION 2021-2024 (Expected Completion)
Customer Name: Randy Martin, City Manager
Address: 115 W Ventura Ave., Clewiston, FL 33440
Email: Randy.Martin@Clewiston-FL.gov
Phone Number: (863) 983-1454 Ext. 5
Project Value Drivers: Non -revenue water loss reduction, customer pre -pay
Project Profile: 4.1 K water endpoints, 4.5 K electric endpoints, water -only areas, Sensus solution, Tyler CIS
billing
Project Costs, Change Orders, Amendments, and Final Costs: Confidential
Scope of Services:
Phase 1—AMI Requirements and Business Readiness: Quanta Technology provided business readiness and
gap analysis, assessment of AMI readiness, business process mappings, AMI priorities, cost -benefit analysis,
system requirement definition, RFP development, vendor pre -qualification, and project stakeholder/City
Council presentations.
Phase 2—Vendor Selection: Quanta Technology provided support for vendor selection and procurement,
including RFP issuance, vendor Q/A support, bidder response compliance reviews, vendor scoring/ranking,
final vendor recommendation, contract development/negotiation support, and project stakeholder/City
Council presentations.
Phase 3—AMI System Implementation: The project is currently in mass deployment. Quanta Technology
provided the following services:
• Deployment readiness preparation • FSAT development
• Oversight for SOW development with integrating systems • System integration
• System test fixture setup and oversight to support system • Deployment and data integrity support
integration testing
Testimonial: "The City of Clewiston had been interested in updating its utility metering with an AMI system
for some time to modernize our utility operations. Through the Florida Municipal Power Association (FMPA),
we were introduced to Quanta Technology, which has been a valuable resource in helping the City navigate
the complexities and costs associated with a procurement of this nature. Quanta Technology's expertise and
professionalism have been extremely valuable in assisting Clewiston in the process. I am glad they will
continue to be working closely with our team on the deployment of the much -anticipated AMI system in our
community." — Randy Martin, City Manager
* Q U A N T A PROPOSAL
TECHNOLOGY
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
NEW SMYRNA BEACH UTILITIES
GRID MODERNIZATION STRATEGY/ROADMAP AND PHASE 1: AMI REQUIREMENTS AND BUSINESS
READINESS 2019-2021
PHASE 2: AMI VENDOR SELECTION 2022-2023
Customer Name: Joe Bunch, GM/CEO
Address: 200 Canal St, PO Box 100, New Smyrna Beach, FL 32168
Email: jbunch@nsbufl.com
Phone Number: (386) 424-3000
Project Value Drivers: Grid modernization, system operation improvements
Project Profile: 21 K water endpoints, 29 K electric endpoints, Sensus solution, Cogsdale CIS system
Project Costs, Change Orders, Amendments, and Final Costs: Confidential
Scope of Services: Quanta Technology was hired in March 2019 to develop a grid modernization strategy
and roadmap for New Smyrna Beach Utilities (NSBU). NSBU had recently defined its vision, mission, and
value statement, which was used as the basis for the roadmap development. The roadmap was aimed at
modernizing their planning and operating capabilities to enhance and strengthen grid operations and to
prioritize infrastructure capital investment plans.
After the roadmap creation, Quanta Technology was hired to implement its AMI program, specifically Phase
1—AMI Requirements and Business Readiness. As part of that effort, Quanta Technology provided business
readiness and gap analysis, assessment of AMI readiness, business process mappings, AMI priorities, cost -
benefit analysis, system requirement definition, RFP development, vendor pre -qualification, and project
stakeholder/City Council presentations.
The project has recently been completed, and the contract terms have been finalized. Quanta Technology
provided the following services:
• RFP bid packet preparation and commercial term incorporation • RFP issuance
• Response to vendor questions (Q&A support) • Vendor presentations and shortlist meetings
• Contract negotiation support • Project stakeholder/City Council presentations
Testimonial: "Our utility saw a strategic benefit in working with Quanta Technology to develop a
coordinated modernization roadmap as part of a long-term plan to modernize core operational systems and
technology. It is critical to appropriately select an order of these investments to maximize operation benefits
and improve the customer experience at an effective cost and in a planned manner." —Joe Bunch, GM/CEO
QUANTA PROPOSAL
TECHNOLOGY
AMI CONSULTING SERVICES I CITY OF DANIA BEACH
i
CITY OF COCONUT CREEK
AMR/AMI SOLUTION IMPLEMENTATION (PHASE 1—PHASE 3) 2023-2024
PHASE 1: REQUIREMENTS AND READINESS 2023-2024 (Expected Completion)
Customer Name: Veronica Munoz, Budget and Grants Manager
Address: 4800 West Copans Road, Coconut Creek, FL 33063
Email: vmunoz@coconutcreek.net
Phone Number: (954) 956-1529
Project Value Drivers: automated meter reading, operational improvements, non -revenue water loss
reduction
Project Profile: 12K water endpoints, AMR/AMI solution TBD, Central Square Community Plus CIS system
Project Costs, Change Orders, Amendments, and Final Costs: Confidential
Scope of Services: Quanta Technology was hired in July 2023 to provide consulting services in support of the
adoption of an AMR or AMI solution. Quanta Technology is providing full project support from requirements
definition, business process support, strategic roadmap creation, RFP technical specification and bid
package, vendor selection, contracting, and implementation.
Quanta Technology has provided the following services to date:
• Business process readiness workshops • RFP technical specification (in progress)
• Process workflow mapping • Costing analysis/indicative pricing (in progress)
• Field audit and findings presentation • Bid package creation (in progress)
Testimonial: "Selecting a consultant is a big decision with far-reaching implications. After completing the
business process workshops, I can confirm that we made a great selection. I appreciate your professionalism,
dedication, and attention to detail" —Veronica Munoz, Budget and Grants Manager
Dania Beach and Quanta Technology, LLC
Exhibit A
INSURANCE REQUIREMENTS
I. Commercial General Liability
A. Limits of Liability
• Bodily Injury & Property Damage Liability
• Each Occurrence
• Policy Aggregate
• Personal & Advertising Injury
• Products & Completed Operations
$1,000,000
$2,000,000
$1,000,000
$1,000,000
B. Endorsements Required — Include in body of COI and/or Description of
Operations
• Annual Aggregate shall apply "Per Project/Job"
• Waiver of Subrogation in favor of the City
o Waiver of subrogation by Quanta and/or its insurers shall be
provided to the extent permitted by law, and except to the extent
any loss, claim, damage, etc. is caused by the negligence,
recklessness or willful misconduct of any party indemnified
hereunder by Quanta.
• Insurance shall apply on a primary and non-contributory basis
"The City of Dania Beach, Florida" added as named "Additional
Insured"
o Additional Insured status required by and/or provided under this
Agreement of Quanta and/or its insurers is provided pursuant and
subject to ISO Endorsement Form CG 20 10 12 19 and/or CG 20
37 12 19 for Commercial General Liability, and standard forms for
policies other than Commercial General Liability, but only to the
extent of Quanta's expressly assumed indemnification obligations
under this Agreement.
Business Automobile Liability
A. Limits of Liability
• Bodily Injury and Property Damage
• Combined Single Limit $1,000,000
• Any Auto/Owned Autos or Scheduled Autos
• Including Hired and Non- Owned Autos
• Any One Accident $1,000,000
B. Endorsements Required - Include in body of COI and/or Description of
Operations
• City of Dania Beach included as an Additional Insured
o Additional Insured status required by and/or provided under this
Agreement of Quanta and/or its insurers is provided pursuant and
subject to ISO Endorsement Form CG 20 10 12 19 and/or CG 20
37 12 19 for Commercial General Liability, and standard forms for
policies other than Commercial General Liability, but only to the
extent of Quanta's expressly assumed indemnification obligations
under this Agreement.
III. Workers' Compensation / Employers' Liability
A. Workers Compensation Limits: Statutory - State of Florida
• Waiver of Subrogation in favor of City
o Waiver of subrogation by Quanta and/or its insurers shall be
provided to the extent permitted by law, and except to the extent
any loss, claim, damage, etc. is caused by the negligence,
recklessness or willful misconduct of any party indemnified
hereunder by Quanta.
B. Employers Liability Limits:
• $100,000 for bodily injury caused by an accident, each accident
• $100,000 for bodily injury caused by disease, each employee
• $500,000 for bodily injury caused by disease, policy limit
Workers Compensation must be provided for all persons fulfilling this contract,
whether employed, contracted, temporary or subcontracted.
Contractor(s) must be in compliance with all applicable state and federal workers'
compensation laws, including US Longshore and Harbor Workers Compensation Act,
Jones Act (maritime), Federal Employers Liability Act (railroad), etc.
In no event shall Vendor be permitted to utilize in the execution of this agreement, the
following:
i) any employee, subcontractor or subcontractor employee that is exempted
or purported to be exempt from Workers' Compensation insurance
coverage; or
any employee, subcontractor or subcontractor employees who will be
covered by an employee leasing arrangement.
IV. Umbrella/Excess Liability (Excess Follow Form) can be utilized to provide the
required limits. Coverage shall be "following form" and shall not be more restrictive
than the underlying insurance policy coverages, including all special endorsements
and City as Additional Insured status. Umbrella should include Employer's Liability.
A. Additional Insured status required by and/or provided under this Agreement of
Quanta and/or its insurers is provided pursuant and subject to ISO Endorsement
Form CG 20 10 12 19 and/or CG 20 37 12 19 for Commercial General Liability, and
standard forms for policies other than Commercial General Liability, but only to the
extent of Quanta's expressly assumed indemnification obligations under this
Agreement.
Page 12
V. Professional Liability/Errors & Omissions
Limits of Liability
Each Claim $1,000,000
Policy Aggregate $1,000,000
Retro Date- Prior to commencement of job. Coverage is to be maintained and
applicable for a minimum of 3 years following contract completion.
Other Conditions Required:
Subcontractors' Compliance: It is the responsibility of the contractor to ensure that all
subcontractors comply with all insurance requirements.
Cancellation Requirements: Required insurance shall always be maintained during which
the vendor is on City premises. The above policies shall provide the City of Dania Beach with
10 days' written notice of cancellation or material change from the insurer. If the policies do
not contain such a provision, it is the responsibility of the Contractor to provide such notice.
Notice Requirements: If an insurable incident occurs while vendor is engaged in a City
project, notification to the City is required.
Insurance Carrier Financial Stability Requirements:
Insurance must be provided by companies authorized to do business in the State of Florida.
City reserves the right but not the obligation to reject any insurer providing coverage due to
poor or deteriorating financial condition.
The Company must be rated no less than "A" as to management, and no less than "Class VII"
as to financial strength, by the latest edition of Best Insurance Guide published by A.M. best
Company, or its equivalent. All policies or certificates of insurance are subject to review and
verification by Risk Management. If a company is downgraded during the agreement term,
Vendor shall notify the City.
Certificates of Insurance/Verification of Coverage: Proof of the required insurance must
reflect all required insurance above will be furnished by Vendor to the City of Dania Beach
Human Resources Department by Certificate of Insurance within 5 days of notification of
award. All certificates (and any required documents) must be received and approved by
Human Resources before any work commences to permit Vendor time to remedy any
deficiencies.
Valid Certificates verifying coverage is in force as required above must be on file with the City
at all times during contract. If the policies renew during the term of the Contract, updated
Certificates verifying coverage is in force shall be submitted to the City within 10 days of
Page 13
expiration. Contractor and/or any Subcontractor shall not perform or continue to work pursuant
to this agreement, unless all coverages remain in full force and effect; work delay is subject to
provisions in this agreement. If vendor fails to provide proof of insurance within 7 days of City's
receipt of notice at any time during this agreement, the City shall have the right to consider the
agreement breached, and therefore terminated.
A copy of Additional Insured Endorsement or other endorsements may be attached to the
Certificate.
Notices/ Certificate Holder:
City of Dania Beach
100 West Dania Beach Boulevard
Dania Beach, FL 33004
Email: Nina Rodriguez
NRodriguez@danibeachfl.gov
The City of Dania Beach, Florida reserves the right to review/revise, reject or accept any
required policies of insurance, including limits, coverages or endorsements, herein at
the time of the insurance submission.
Page 14