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HomeMy WebLinkAboutAgenda Report - April 15, 2009 E-10AGENDA ITEM Q CITY OF LODI COUNCIL COMMUNICATION M AGENDATITLE: Adopt Resolution Awarding a Contract to R.W. Beck, Inc. to Perform Comprehensive Electric Systems Study ($95,800) (EUD) MEETING DATE: April 15,2009 PREPARED B Y Electric Utility Director RECOMMENDEDACTION: Adopt a resolution awarding a professional services contract to R.W. Beck, Inc. of Sacramento, CA to perform power systems studies on Lodi's 12kV electric distribution system, including substations and transmission lines in an amount of not to exceed $95,800. BACKGROUND INFORMATION: Sound utility practice is to perform comprehensive power system studies regularly (every three to five years). Such studies verify that existing components of the network are within safe operational limits. The last comprehensive power system study for the City's power grid was conducted in 2001, It needs to be updated. As a result, the Electric Utility Department (EUD) advertised bid documents on November 13, 2008 as per prior Council authorization. On December 10, 2008, six power system consulting engineering firms asked for the bid documents and one (R.W. Beck) actually submitted a bid of $95,800. Inquiries to other bidders found that they focused on larger transmission type studies, did not have experience with the software modeling software specified in the RFP, or were not interested in the work at this time. Staff reviewed the proposal from R.W. Beck and found it to be compliant to the bid documents and scope of work. R.W. Beck has been conducting various power systems studies at extra high voltage, medium and low voltage in the transmission and distribution systems. The firm also has expertise and experience in the business side of the electric utility industry. EUD has previously utilized their services, skills, and expertise which gives them familiarity of the City's contractual and work processes. The professional services proposal from R.W. Beck covers: the City's existing 12kV electric distribution system, four (4) substation facilities (Henning, Industrial, Killelea and McLane), and the 60kV transmission lines including the interconnection with PG&E. R.W. Beck will submit comprehensive technical reports, data, figures, recommendations, system configurations and models in electronic CD and/or DVD format at the conclusion of the studies. The database received will enable EUD to perform most future distribution system studies internally. Staff considered the reasonableness of R.W. Becks quoted price since it was the only bidder. Based on past pricing experience for this type of comprehensive study, the proposed price was deemed to be reasonable. APPROVED: Blair Kin nager Adopt Resolution Awarding a Contract to R.W. Beck, Inc. to Perform Comprehensive Electric Systems Study ($95,800) (EUD) April 15, 2009 Page 2 Performing comprehensive and detailed power systems study and analysis of the City's existing electric distribution system and electrical infrastructure will minimize nuisance power outages and increase reliability of electric service. As a result, staff recommends awarding a professional services contract to perform power systems studies to R.W. Beck Company in the amount of not to exceed $95,800. R.W. Beck shall complete these services within five months from the date of "Notice to Proceed. FISCAL IMPACT: Not to exceed $95,800 FUNDING: Fiscal Year 2008-09 Budget Account No. 160652.7323 — Professional Services with fund transfers from Accounts 160611, 160612, 160613 and 160652 Object Codes. Jordan Ayers Deputy City Manager/Internal Services Director Georg F. Ma ow Electric Utility Director Prepared By: Demy Bucaneg, Jr., P.E., Assistant Electric Utility Director Weldat Haile. P.E., Senior Power Engineer G FM/Ist Attachments PROFESSIONAL SERVICES AGREEMENT FOR THE CITY OF LODI BY R W . BECK, INC. ENGINEERING SERVICES for the POWER SYSTEMS STUDIES R.W. Beck, Inc. (RW Beck) agrees to enter into a Professional Services Agreement (Agreement) with the City of Lodi to perform power systems studies on existing 12kV electric distribution systems, four (4) substations, and 60kV transmission lines as more fully described in RW Becks proposal entitled, "Power Systems Studies" dated December 10, 2008 and in the Request For Proposal (RFP) dated November 8, 2008. RW Beck agrees to perform the work, as outlined in the December 10" proposal, for a fixed fee of not -to -exceed Price of $95,800. RW Beck will not exceed this price unless it first receives written approval from the City of Lodi to increase the approved amount. As outlined in RW Becks December 10'h proposal, the services under this Agreement shall be performed and completed in approximately five (5) calendar months after receiving Notice -to -Proceed. Copy of RW Beck's "Power Systems Studies" proposal, including the Cover Letter, Sections 1 through 5 dated December 10, 2008. and the RW Beck email dated March 16,2009 from Steven Rupp are attached to and is a part of the agreement. RW Beck shall furnish a certificate of insurance to the City of Lodi in accordance with Section 5.413, "Insurance Requirements for Contractor" (Public Liability and Property Damage Insurance)and Section 5.414, "Compensation Insurance" as well as the Hold Harmless condition of section 5-409, "Responsibility for Damage" at the time the signed agreement is returned to the City. Copies of each section referenced above are attached to and is a part of the agreement. R.W. BECK. INC. An Washington Corporation By: John Bakken Title: Project Manager Date: Address: 1001 Fourth Avenue. Suite 2500 Seattle, Washington, 98154-1004 Approved as to form: D. Stephen Schwab ue , City Attorney CITY OF LODI. CALIFORNIA A California Municipal Corporation By: Blair King Title: City Manager Date: Address: 221 W. Pine Street Lodi, California 95240 Attest: City Clerk C. -Q=. ft and '%W0r"ft DowAWtsV"W &,%"9Mdhn%PM AVVIWk•L" 03- a-M.doc 5-409 Responsibility for Damage The City of Lodi, the City Council, all officers and employees or agent shall not be answerable or accountable in any manner for any loss or damage that may happen to the work or any part thereof; or for any material or equipment used in performing the work; or for injury or damage to any person or persons, either work personnel or the public; for damage to adjoining property from any cause whatsoever during the progress of the work or any time before final acceptance with the exception of those injuries or damages arising out of the active negligence of the City of Lodi or its agents, officers or employees. Contractor shall indemnify and save harmless the City of Lodi, the City Council, elected and appointed Boards, Commissions, all officers and employees or agents from any suits, claims or actions brought by any person or persons for or on account of any injuries or damages sustained or arising from the services performed under this Agreement, but only to the extent caused by the negligent acts, errors or omissions of the Contractor and except those injuries or damages arising out of the active negligence of City or its agents, officers or employees.. The City Council may retain as much of the money due the Contractor as shall be considered necessary until disposition has been made of such suits or claims for damages as aforesaid. 5-413 Insurance Reguirements for Contractor The Contractor shall take out and maintain during the life of this contract, insurance coverage as listed below. These insurance policies shall protect the Contractor and any subcontractor performing work covered by this contract from claims for damages for personal injury, including accidental death, as well as from claims for property damages, which may arise from Contractor's operations under this contract, whether such operations be by Contractor or by any subcontractor or by anyone directly or indirectly employed by either of them, and the amount of such insurance shall be as follows: COMMERCIAL GENERAL LIABILITY 2. COMPREHENSIVE AUTOMOBILE LIABILITY Per Occurrence $1,000,000 Property Damage - Personal & Adv Injury $2,000,000 General Aggregate $1,000,000 Combined Single Limits NOTE: Contractor agrees and stipulates that any insurance coverage provided to the City of Lodi shall provide for a claims period following termination of coverage which is at least consistent with the claims period or statutes of limitations found in the California Tort Claims Act (California Government Code Section 810 at seq.). A copy of the certificate of insurance with the following endorsements shall be furnished to the City: (a) Additional Named Insured Endorsement Such insurance as is afforded by this policy shall also apply to the City of Lodi, its elected and appointed Boards, Commissions, Officers, Agents and Employees as additional named insureds insofar as work performed by the insured under written contract with the City of Lodi. (This endorsement shall be on a form furnished to the City and shall be included with Contractor's policies.) (b) Primary Insurance Endorsement Such insurance as is afforded by the endorsement for the Additional Insureds shall apply as primary insurance. Any other insurance maintained by the City of Lodi or its officers and employees shall be excess only and not contributing with the insurance afforded by this endorsement. (c) Severability of Interest Clause The term "insured" is used severally and not collectively, but the inclusion herein of more than one insured shall not operate to increase the limit of the company's liability. (d) Notice of Cancellation or Change in Coverage Endorsement This policy may not be canceled nor the coverage reduced by the company without 30 days' prior written notice of such cancellation or reduction in coverage to the City Attorney, City of Lodi, P.O. Box 3006, Lodi, CA 95241. (e) Contractor agrees and stipulates that any insurance coverage provided to the City of Lodi shall provide for a claims period following termination of coverage which is at least consistent with the claims period or statutes of limitations found in the California Tort Claims Act (California Government Code Section 810 at seq.). "Claims made" coverage requiring the insureds to give notice of any potential liability during a time period shorter than that found in the Tort Claims Act shall be unacceptable. 5-414 Compensation Insurance The Contractor shall take out and maintain during the life of this contract, Worker's Compensation Insurance for all of Contractor's employees employed at the site of the project and, if any work is sublet, Contractor shall require the subcontractor similarly to provide Worker's Compensation Insurance for all of the latter's employees unless such employees are covered by the protection afforded by the Contractor. In case any class of employees engaged in hazardous work under this contract at the site of the project is not protected under the Worker's Compensation Statute, the Contractor shall provide and shall cause each subcontractor to provide insurance for the protection of said employees. This policy may not be canceled nor the coverage reduced by the company without 30 days' prior written notice of such cancellation or reduction in coverage to the City Attorney, City of Lodi, P.O. Box 3006, Lodi, CA 95241. CITY COUNCIL JOANNE MOUNCE, Mayor LARRY D. HANSEN, Mayor Pro Tempore SUSAN HITCHCOCK PHIL KATZAKIAN BOB JOHNSON To Prospective Proposers CITY OF LODI ELECTRIC UTILITY DEPARTMENT GEORGE F. MORROW, DIRECTOR 1331 S HAM LANE LODI, CALIFORNIA 95242-3995 (209)333-6762 FAX (209) 333-6839 November 8, 2008 BLAIR KING, City Manager RANDI JOHL, City Clerk D. STEPHEN SCHWABAUER, City Attorney Subject: Request for Proposal (RFP) for Power Systems Studies on the Existing 12kV Electric Distribution Systems, Four (4) Substations, and 60kV Transmission Lines The City of Lodi hereby invites sealed proposals to provide engineering services to perform power systems studies on the existing 12kV electric distribution systems, four (4) substations, and 60kV transmission lines. Each proposal shall be in accordance with this notice and specifications on file and available from the Engineering & Operations Division, City of Lodi Electric Utility Department, 1331 South Ham Lane, Lodi, California 95242, (209) 333-6762. No proposal will be considered unless it is submitted on a format according to the `ORGANIZATION OF PROPOSAL' Section of this RFP document. Sealed proposals shall be delivered to the Budget Manager at the City Hall Annex, 300 West Pine Street, Lodi, CA 95240 (P.O. Box 3006, Lodi, CA 95241-1910) on or before December 10, 2008, at 11:00 a.m. At that date and hour said sealed proposals will be publicly opened and read in the Public Works Conference Room, City Hall, 221 West Pine Street, Lodi, California. Proposers or their authorized representatives are invited to be present. Please submit detailed proposal and your standard service agreement for review and approval. If there are any questions regarding this request for proposal, you may contact me at (209) 333-6811, by email at dbucaneg(@-lodielectric.com or Weldat Haile of my Staff at (209) 333-6763, by email at whaile@lodielectric.com. Arrangement for site inspection may be made by calling Mr. Haile at least 24 hours in advance of planned inspection. Demetrio S. Bucaneg, Jr. -PE Assistant Electric Utility Director Engineering & Operations Division City of Lodi Electric Utility Department Request for Proposal for POWER SYSTEMS STUDIES The Engineering & Operations Division, City of Lodi Electric Utility Department is inviting qualified consulting firms to provide engineering services to perform power systems studies on the existing 12kV electric distribution systems, four (4) substations, and 60kV transmission lines. The following Request for Proposals (RFP) outlines the background, scope of work and proposal requirements for the services. BACKGROUND Growth within the City between year 2001 and 2006 increased significantly the electrical loads being served by the existing electric distribution system. The summer peak load in 2001 was approximately 120MW. In 2006, load crested to a new high of approximately 148MW. In previous years of operations, the City's electric distribution system experienced a number of nuisance device trippings of unknown causes, prolonged outages due to several protective devices being activated at the same time at different phase circuits, and widespread power shutdowns caused by main protective relays operating at the substation facility. Troubleshooting of faulted lines proved to be difficult and needed more time to investigate before power could be restored. Some overhead capacitor banks were switched -off and left in place and a number of capacitor banks were removed from service. Others were switched -on continuously and had a number of faulted capacitor banks. Standard power utility practices dictate the performance of comprehensive and detailed power system analyses and evaluation of the existing facilities/systems regularly (every two to three years). This is to verify and confirm that existing limits, as well as various electric distribution, substation and transmission components, are within the safe operational limits to serve electrical loads. Continued checks and adjustments enhance the reliability and the security of continuous power service to the customer and minimize prolonged power outages. The last comprehensive power system study for the City's power grid was conducted in 2001. It needs to be updated. SCOPE OF WORK The request for proposal will cover the power system studies of the City's existing 12kV electric distribution system, four (4) substation facilities (Henning, Industrial, Killelea and McLane), and the 60kV transmission lines including the interconnection with PG&E. This task will be executed using MILSOFT Software. The scope of work for this engineering services to provide comprehensive power systems studies will encompass, but not be limited to, the following task areas: 1. Database creation, setup, configuration, parameter and data entries 2. Short circuit studies for at least the three-phase fault and line -to - ground fault 3. Protective relay coordination from the 60kV to the smallest fuse installed in both overhead and underground distribution system at the 480 -volt system 4. Update protective device library to include all devices installed and being used throughout the City's power grid 5. Establish and standardize relay settings, fuse sizes, circuit breaker sizes and reclosers including 12kV reclosing strategy at different fault conditions 6. Voltage drop study, voltage profile and voltage support analysis for each of the more heavily loaded 12kV feeders and substation transformers 7. Evaluate the effectiveness of existing line capacitors and confirm the correct capacitor placement in the electric distribution system 8. Determine strategic location and placement of fault indicators for simplified and efficient troubleshooting 9. Undertake load flow studies at normal operating conditions and for contingency analysis at N-1 condition showing the overloaded element(s), if any 10. Complete facilities studies and three (3) sets of final reports in hard and electronic copies ORGANIZATION OF PROPOSAL Prospective Proposers are furnished with one request for proposal (RFP) document. Proposals shall follow the following format: A. Service approach narrative — This section should demonstrate an understanding of the task at hand and include a narrative describing how the Proposer would go about the work. This section will also include the methodologies and assumptions in performing the power systems and facilities studies. B. Project team — Describe the personnel who will carry out services, and their respective responsibilities. C. Qualifications — Provide a narrative describing how the team as a whole meets the qualifications for the services. Include a list of prior relevant projects, power utilities, and contact persons where MiLsoFT Software was used. D. Submittals & Report — This section should summarize the submittals, final report structure, attachments, figures, data, tables, drawings, etc. It should include also schedule of preliminary and final submittals and the required number of copies and the respective formats of each particular submittal. E. Proposal & Project Schedule — Provide the proposed project schedule to commence within 15 days after receipt of `Notice to Proceed' from the City. It should include in detail the proposed cost in performing the tasks as described in the `Scope of Work', and a summarized engineering/consulting fee structure and other surcharges, and/or details as appropriate. Proposal costs shall be individually itemized to correspond with each task areas as described in Items 1 through 10 of the `Scope of Work'. Note: Refer also to the `Additional Terms And Conditions' of this request for proposal. F. Signatures - The proposal must be signed with the full name and address of the proposer, by an authorized representative of the company with all the information below. i. Name of company ii. Address iii. Authorized signature iv. Name v. Title vi. Telephone No. vii. Fax No. viii. Date G. Note - The City of Lodi reserves the right to reject any or all proposals, to waive any informality in any proposal, to accept other than the lowest proposal, or not to award the project. PROPOSAL SUBMISSION A. The Budget Manager will receive sealed proposals at the following address until 11:00 am, Wednesday, December 10, 2008. B. Proposals shall be submitted under sealed cover, plainly marked Proposal — Power Systems Studies RFP Opening - December 10, 2008. Proposals, which are not properly identified, may be disregarded. Proposals, which are not received by 11:00am, Wednesday, December 10, 2008 will be returned to the Proposer unopened. RFPs shall be submitted To: Lodi City Council c/o —Budget Manager (If delivered by FedEx, UPS, or courier): (If delivered by mail): 300 West Pine Street P O Box 3006 Lodi CA 95240 Lodi CA 95241-1910 RFP OPENING A. At 11:00 A.M., Wednesday, December 10, 2008, or as soon as possible thereafter, in the Public Works Conference Room, City Hall, 221 West Pine Street, Lodi, California, proposals will be publicly opened and read. Proposers or their authorized representatives are invited to be present. SELECTION PROCESS Complete proposals will be evaluated based on the information submitted. This will permit a recommendation to the City Council for contract award. The following equally weighted criteria will be used to evaluate submitted proposals: A. The likelihood of the proposed approach to produce the desired results. B. Qualifications of the Proposer. C. The value offered by the Proposer's price in relation to the proposed approach. REJECTION OF PROPOSALS The City of Lodi reserves the right to reject any and all proposals and to solicit new proposals with modified terms and conditions. It also reserves the right to waive any informality in connection with the proposals. CONTRACT AWARD 1. The City of Lodi reserves the right to reject any or all proposals, to waive any informality in any proposal, to accept other than the lowest proposal, or not to award the project. 2. If there will be a tie in the submitted proposals, the tie will be broken by a coin toss, conducted by the Budget Manager. Tie proposers will be notified and may be present. 3. In all circumstances, including receipt of alternative proposals, the City Council reserves the right to select the proposal most advantageous to the City. 4. The award, if made, will be made within forty five (45) days after the opening of the proposals. GENERAL PROVISIONS 5-409 Responsibility for Damage The City of Lodi, its elected and appointed boards, commissions, officers, agents and employees shall not accept responsibility for any loss or damages that occur during the scope of work to the work or any part thereof; or for any material or equipment used in performing the work; or for injury or damage to any person or persons, either work personnel or the public; for damage to adjoining property arising from or related to Contractor's negligence or willful misconduct during the progress of the work or any time before final acceptance. Contractor shall indemnify and save harmless the City of Lodi, the City Council, elected and appointed Boards, Commissions, all officers and employees or agents from any suits, claims or actions brought by any person or persons for or on account of any injuries or damages sustained or arising from the services performed under this Agreement, but only to the extent caused by the negligent acts, errors or omissions of the Contractor and except those injuries or damages arising out of the active negligence of City or its agents, officers or employees. The City of Lodi may retain as much of the money due the Contractor as shall be considered necessary until disposition has been made of such suits or claims for damages as aforesaid. 5-413 Insurance Requirements for Contractor The Contractor shall provide proof of insurance to be maintained during the life of this contract as listed under General Liability and Automobile Liability coverage listed below. These insurance policies shall protect the Contractor and any subcontractor performing work covered by this contract from claims for damages for personal injury, including accidental death, as well as from claims for property damages, which may arise from Contractor's operations under this contract, whether such operations be by Contractor or by any subcontractor or by anyone directly or indirectly employed by either of them, and the amount of such insurance shall be as follows: COMMERCIAL GENERAL LIABILITY Per Occurrence $1,000,000 Property Damage Personal & Adv Injury $2,000,000 General Aggregate 2. COMPREHENSIVE AUTOMOBILE LIABILITY $1,000,000 Combined Single Limits NOTE: Contractor agrees and stipulates that any insurance coverage provided to the City of Lodi shall provide for a claims period following termination of coverage which is at least consistent with the claims period or statutes of limitations found in the California Tort Claims Act (California Government Code Section§ 810 et seq.). A copy of the certificate of insurance with the following endorsements shall be furnished to the City of Lodi: (a) Additional Named Insured Endorsement with Primary Wording Such insurance as is afforded by this policy shall also apply to the City of Lodi, its elected and appointed Boards, Commissions, Officers, Agents and Employees as additional named insured, insofar as work performed by the insured under written contract with the City of Lodi. (This endorsement shall be on a form furnished to the City of Lodi and shall be included with Contractor's policies.) Wording: Such insurance as is afforded by the endorsement for the Additional Insureds shall apply as primary insurance. Any other insurance maintained by the City of Lodi or its officers and employees shall be excess only and not contributing with the insurance afforded by this endorsement. (c) Severability of Interest Clause The term "insured" is used severally and not collectively, but the inclusion herein of more than one insured shall not operate to increase the limit of the company's liability. (d) Notice of Cancellation or Change in Coverage Endorsement This policy may not be canceled nor the coverage reduced by the company without 30 days' prior written notice of such cancellation or reduction in coverage to the City Attorney, City of Lodi, P.O. Box 3006, Lodi, CA 95241. (e) Contractor agrees and stipulates that any insurance coverage provided to the City of Lodi shall provide for a claims period following termination of coverage which is at least consistent with the claims period or statutes of limitations found in the California Tort Claims Act (California Government Code Section 810 et seq.). "Claims made" coverage requiring the insureds to give notice of any potential liability during a time period shorter than that found in the Tort Claims Act shall be unacceptable. 5-414 Workers' Compensation Insurance The Contractor shall provide proof of and maintain during the life of this contract, Worker's Compensation Insurance for all Contractor's employees employed at the site of the project and, if any work is Subcontracted, Contractor shall require the subcontractor similarly to provide Worker's Compensation Insurance for all of the latter's employees unless such employees are covered by the protection afforded by the Contractor. In case any class of employees engaged in hazardous work under this contract at the site of the project is not protected under the Worker's Compensation Statute, the Contractor shall provide and shall cause each subcontractor to provide insurance for the protection of said employees. This policy may not be canceled nor the coverage reduced by the company without 30 days' prior written notice of such cancellation or reduction in coverage to the City Attorney, City of Lodi, P.O. Box 3006, Lodi, CA 95241. ADDITIONAL TERMS AND CONDITIONS 1. The successful proposer will schedule within 15 days from receipt of 'Notice to Proceed' a coordination meeting between the successful proposer and the City of Lodi to start the project. Meeting will be held at the E&O Conference Room, 1331 S. Ham Lane, Lodi, CA 95242. Time and duration of meeting will be established coordinated by the successful proposer. 2. Consultant shall indemnify and save harmless the City of Lodi, the City Council, elected and appointed Boards, Commissions, all officers and employees or agents from any suits, claims or actions brought by any person or persons for or on account of any injuries or damages sustained or arising from the services performed under this Agreement, but only to the extent caused by the negligent acts, errors or omissions of the Consultant and except those injuries or damages arising out of the active negligence of City or its agents, officers or employees. 3. All information, data, diagrams, schematics, equipment and device settings and ratings, object/programming codes, maps, operational/engineering parameters, guidelines and procedures are proprietary to the City of Lodi and shall be kept strictly confidential and shall not be shared and disclosed without any written authorization from the City of Lodi. All of these shall be returned and/or submitted to the City of Lodi after the completion of this project. 4. If the new relay settings will result to nuisance trippings/outages and miscoordinated operation of protective devices, the successful proposer shall be responsible in evaluating the events and mitigate the issue/s in a timely and effective manner consistent with the power utility standards and practices. 5. It is agreed that in the event of any litigation arising hereunder, the proposer at the request of the City of Lodi shall submit to the jurisdiction of any court of competent jurisdiction within the County of San Joaquin, State of California, and will comply with all, requirements necessary to give such court jurisdiction, and that all matters arising hereunder shall be determined in accordance with the law and practice of such court. It is further agreed that service of process in any such litigation may be made in the manner provided for in said code for service upon a person outside of the State of California. -now NINON - ON W PREPARED FOR: City of Lodi Electric Utility Department 0 0 Fff ffo- TWO- W, RM I V =1 I Mind Powered: Insight with Impact. it PREPARED FOR: City of Lodi Electric Utility Department 0 0 Fff ffo- TWO- W, RM I V =1 I Mind Powered: Insight with Impact. a December 10,2008 Demetrio S, Bucaneg, Jr., P.E. Assistant Electric Utility Director City of Lodi Electric Utility Department 1331 S. Ham Lane Lodi, CA 9522-3995 Subject: RFP for Power System Studies on Existing 12 kV Electric Distribution Systems, Four Substations, and 60 kV Transmission Lines Dear Mr. Bucaneg: The City of Lodi Electric Utility Department (City) has identified the need to complete selected Power Systems Studies (Studies) for its existing electric facilities to evaluate system performance and improve reliability. The City has requested engineering services to provide a comprehensive evaluation of the following items: ■ The existing facilities' capacity to serve the significant growth seen since 2001 ■ The number of nuisance trips and mis-coordination of system protective devices, which has resulted in prolonged outages ■ The effectiveness of the existing distribution line capacitors to provide the required VAR correction R. W. Beck has prepared this proposal based on our understanding gained through previous discussions, as well as the City's Request for Proposals. We are qualified on all issues related to the proposed Studies, and as a result are intimately familiar with the operation and planning issues that are unique to the City. Our proposed team offers an approach to provide the requested Power System Studies, so that we can effectively operate as a productive extension of your staff to efficiently complete. the proposed tasks without burdening the City staff. As part of this project, our team will: ■ Develop engineering models of the transmission and distribution systems using software from ASPEN Inc. and Mil soft Utility Solutions, Inc. ■ Evaluate system performance under normal and N-1 contingencies at peak loading conditions ■ Prepare a protective device coordination study for the transmission and distribution systems, including: fault current calculations and the evaluation of device capabilities, establishing device setting and application standards, and updating the City's device library ■ Evaluate existing capacitorplacement and recommend adjustments to enhance overall effectiveness a Propose locations for fault indicators to improve outage response and restoration times ■ Provide copies of reports, data, figures, attachments, and models in electronic CD and/or DVD format to the City at the conclusion of the Studies 131 Mir Parkway, Suite 300 Hendersonville, TN 37075 Phone (615)431-3200 Fax (615) 824-7570 Mr. Bucaneg December 10,2008 Page 2 Based in R. W. Beck's Pasadena, California, office, Project Manager John Bakken will be responsible for primary communication between the City and the R. W. Beck team, and is available to respond to any inquiry in a timely fashion. Should you have questions regarding our proposal, please contact Mr. Bakken at (206) 695-4784 and jbakken c&rwbeck.com or Steve Rupp at (916) 614-8246 and sruoD n,rwbeck.com. We look forward to the opportunity to assist the City of Lodi Electric Utility Department with this important project. Sincerely, R. W. BECK, INC. John Bakken Project Manager 4W //4� a -- Steve Rupp Client Liaison SECTION 1 SERVICEAPPROACH NARRATIVE R. W. Beck will apply a team approach and work closely with the City of Lodi, Electric Utility Department (City) staff to develop the requested Power System Studies (Studies). This section defines the project goals and deliverable products proposed by R. W. Beck to meet the stated needs of the City. Also provided is our approach, which is based on the lessons learned by our project team providing similar services for similar -sized utilities. This experience -based approach provides the City a comprehensive project that can be relied upon by the City for making critical decisions regarding the performance and capability of the City's power system. Project Goals The following goals are to be achieved in the development of the Studies. R. W Beck will: ■ Develop engineering models to analyze the performance and capability of the transmission and distribution systems ■ Identify existing system deficiencies, including equipment loading, phase -imbalance, electrical losses, voltage -drop, power factor correction, conductor loading, and reliability ■ Prepare a short circuit and protective device coordination study of the existing system to address nuisance and simultaneous device tripping issues to improve system sectionalizing, reliability, and coordination of protective devices ■ Evaluate the effectiveness of the existing line capacitors, and recommend changes to reduce system losses and improve the overall effectiveness of the VAR correction ■ Recommend strategic locations for fault indicators to reduce outage troubleshooting effort and improve outage restoration times ■ Prepare a formal report summarizing the criteria and assumptions, results of analyses, findings, and recommendations Deliverables R. W. Beck will provide the following to the City to assist in continuing in-house planning studies. ■ Engineering model of transmission system in ASPEN (software not included) • Engineering model of distribution system in Milsoft Utility Solutions, Inc,'s Windmil software (software not included) • Three copies of the Power System Studies document and electronic copies of supporting information including engineering model data Scope of Services The project approach is developed based on a work breakdown structure that establishes tasks and their associated work products. The proposed approach envisions the following detailed tasks for the preparation of the Power System Studies for the City. Upon receipt of authorization from the City, R. W. Beck will complete the tasks proposed herein. SECTION 1 Task 1: Data Collection In order to prepare for the Kick-off Meeting and accomplish the development of the Studies, the City will provide R. W. Beck copies of relevant data pertaining to the Electric System, including: ■ Electronic copies of circuit diagrams showing line conductors and sizes; phasing; distribution transformer, regulator, and capacitor locations and specifications; and protection device locations and types ■ To the extent the circuit diagrams are not up to date or do not contain the required data, the City and R. W, Beck will develop an approach to obtain the data from the field; if the agreed approach requires resources from R. W. Beck, the City and R. W, Beck will agree on the scope and cost of this additional task and it will be performed as Additional Services ■ Copies of circuit diagrams and feeder maps, marked to show the location of existing large power and special load customers ■ Historical billing for existing large power and special load customers for the last 12 months, including kW and WAR loads • Results of any recent field investigations concerning voltage, current and phase balance, and information on power factor of the system and distinct areas of the system • Historical hourly metering for the power delivery point(s) for the most recent 12 months, including kW and WAR peak loads ■ Historical peak load data for the substation power transformers and breakers, including kW and WAR loads ■ Substation configuration of transformers and circuit breakers with capacity ratings ■ Information on available fault current from the interconnection with PG&E ■ Information related to size, type, and settings of system protective devices ■ Existing overcurrent protection philosophy and sectionalizing goals ■ Any other pertinent data related to the services to be performed by R. W. Beck Task 2: Kick-off Meeting (Meeting No. 1) R. W Beck will meet on-site with the City to conduct a one -day meeting to discuss the following items related to the Studies: ■ Basic design guidelines ■ Existing overcurrent protection philosophy and sectionalizing goals ■ System single -contingency reliability criteria Preparation of the engineering models for the 60 kV transmission and 12 kV distribution systems ■ Substation and feeder load allocation ■ City and R. W Beck responsibilities and project schedule Following the Kick-off Meeting, R. W. Beck will review the data received for adequacy and request any additional data needed to effectively execute the Studies. SERVICE APPROACH NARRATIVE Task 3: Preparation of Transmission and Distribution System Models R. W. Beck will prepare computer engineering models of the 60 kV transmission and 12 kV distribution systems for load flow, contingency analysis, protective device coordination, and the evaluation of VAR correction. The transmission model will be developed in OneLiner and Power Flow by ASPEN, Inc., and the distribution model in WindmilB from Milsoft Utility Solutions, Inc. ASPEN Oneliner and Power Flow were selected to develop the transmission model based on its reputable performance for high voltage, network system analysis. Windmil® also offers robust analysis tools, but is more focused on detailed analysis for radial distribution systems. The engineering models will consist of a series of sections representing the transmission and distribution backbone and taps for each circuit, and the location of electric equipment such as transformers, capaci- tors, regulators, switches, fuses, and reclosers. All circuit elements and connectivity will be based on the existing circuit diagrams and any additional information provided by the City. The existing circuit can be delivered in any of the following electronic formats. ■ ArcView Shape (shp) ' AutoCAD DWG (.dwg) ■ AutoCAD DXF (.dxf) ■ MicroStation DGN (Agn) ■ TIFF (.tif) ■ JPG (.Jpg) ■ Windows Bitmap (.bmp) For the distribution system model, the circuit diagrams provided by the City will be used as a background in the engineering model. As a result, the engineering model will be digitized on top of the circuit diagrams, and resemble the distribution system geographically. A transformer element will be included in the model for load allocation purposes and fault current calculations. Note: R. W. Beck can negotiate the purchase cf the Windmil@ software ficin Milsoft Utility Solutions, Inc on the City'sbehalf;however,, the cost cf the software is not included in theproject budget. Task 4: Review New Transmission and Distribution Models On -Site (Meeting No. 2) After the new engineering models of the 60 kV transmission and 12 kV distribution systems are developed, R. W. Beck will review the primary conductor, phasing, and circuit connectivity on-site with the City staff. Updates to the engineering model will be made based on the City staffs knowledge of the electric system. In addition, R. W. Beck will allocate the latest peak load to the models on-site with the City staff and analytically test their performance. Load allocation for the distribution system model will be based on the distribution transformer size (kVA) indicated on the existing circuit diagrams. Task 5: Analysis of Existing Transmission and Distribution Systems G� R W. Beck will prepare the load -flow and voltage -drop analysis results to analyze the existing electric transmission and distribution systems' ability to serve the existing peak loads based on the following criteria. ■ System Capacity Relative to Existing Load — The existing system shall be analyzed to evaluate how well it is meeting current requirements. R. W. Beck will analyze existing bulk power delivery point(s) and distribution substations to identify facilities with insufficient capacity to serve the existing peak load. The purpose of these various analyses shall be to identify areas where immediate or significant system improvements may be necessary. R. W. Beck, Inc. SECTION 1 ■ System Performance — A number of factors will be used in evaluating system performance. Computer load flows, along with voltage, current and power factor measurements, will be utilized to identify particular issues related to the existing system's performance. Available metering and billing information will also be evaluated relative to the wholesale reactive billing policy and any existing system problems. ■ Reliability — The existing system will be reviewed considering normal (N-0) and single contingency (N-1) configurations for peak loading conditions. Single contingency (N-1) is defined as the ability to maintain adequate service with the loss of a single transmission line or substation transformer. Upon completing the existing system analysis, R. W, Beck will summarize the findings and provide the draft for review by the City. Task 6: Short Circuit and Coordination Study R. W. Beck will perform a protective device coordination study of the existing 60 kV transmission and 12kV distribution systems based on the following. . Review the City's existing overcurrent protection philosophy and the existing coordination issues discussed at the Kick-off Meeting ■ Revise the existing overcurrent protection philosophy to meet sectionalizing goals and apply the revised scheme to the system models ■ Utilize the new models of City's transmission and distribution systems to analytically test the revised protection scheme as follows. R Prepare load flow and fault current analysis using the new system models ■ Review transmission, substation, and distribution system protective device interruption ratings compared to available fault current Coordinate substation breaker relays with transmission overcurrent relays ■ Coordinate feeder lateral fuses and reclosers with substation breaker relays ■ Coordinate feeder lateral fuses with line reclosers • Review standard fuse sizes and characteristics for distribution transformers based on manufacturer's recommendations ■ Make determination of locations where additional sectionalizing devices would be advantageous ■ Adjust the overcurrent protection scheme to meet sectionalizing goals, if necessary ■ Prepare a draft report with results of the protective device coordination study, which will include: ■ Summary of the overcurrent protection philosophy and standardized scheme Summary of data used in the study The available three-phase and line -to -ground fault currents at each transmission, substation, and distribution protective device Summary comparison of maximum available fault current at each device compared to interruption capability Tpical time -current curves to depict the standardized coordination scheme 14 SERVICE APPROACH NARRATIVE ■ Setting summary sheets showing relay data and settings ■ Settings for three-phase line reclosers ■ Summary of line reclosers and fuses in recommended scheme Based on comments by the City, the draft report will be modified as necessary for delivery to the City with the Studies report. Task 7: Capacitor Assessment R. W. Beck will evaluate the existing capacitor placement on the distribution system based on the City's operating and planning criteria and reactive demand contract for power supply policy. The capacitor assessment will be prepared as follows. ■ Review the most recent hourly power supply metering for the most recent 12 months to determine the maximum and minimum system demand and VAR requirements ■ Evaluate the effectiveness of the existing line capacitors at the maximum and minimum system loads using the distribution model created in Task 3 ■ Recommend additional line capacitors, or the relocation of existing capacitors, to reduce system losses and improve the overall effectiveness of the VAR correction ■ Recommend fixed and switched capacitor banks and locations based on maximum and minimum load requirements ■ Prepare a report summarizing the capacitor assessment Task 8: Fault Indicator Placement This task will develop a plan for City staff to implement the installation of fault locating devices on the electric distribution system. The plan will be comprised of identifying a methodology to optimize the installation of fault indicators. The goal of the fault indicator recommendations will be the reduction of time required to locate outages, isolating the outage, and restoring electric service. ■ Identify existing protective device equipment on the electric distribution systems ■ Select the types of fault indicators for overhead and underground type construction ■ Work with City staff to develop methodology for determining the areas to target for installing fault indicators and for determining the types of equipment that necessitate fault recorders, such as circuits exceeding the frequency and duration reliability standards, the number of customer down line of the fault indicators and recorders, and load flowing in the circuit Task 9: Draft Power System Studies Draft Report and Review (Meeting No. 3) The Studies report will be prepared and R. W. Beck will meet at the City's office to jointly review the document. The Report will include the following: ■ Executive Summary ■ Operating Criteria and Assumptions Analysis of Existing System ■ System Coordination Study R. W. Beck, Inc. SECTION 1 ■ Capacitor Placement ■ Fault Indicator Placement ■ Appendices as required (which at minimum would include): . Load flow, voltage drop, and fault current results Typical time -current curves to depict the coordination Setting summary sheets showing relay data and settings Settings for three-phase line reclosers Circuit maps including recommendations for capacitors and fault indicators Task 10: Preparation of Final Report After the review of the Studies report, R. W. Beck will revise as necessary to develop the final document. R. W. Beck will provide the City's staff with three copies of the draft and final Report. Electronic files will be provided on a CD. Task 11: Power System Studies Presentation R. W. Beck will develop a presentation of the Studies with the City's staff for delivery to City members and Council . Additional Services by R. W. Beck R. W. Beck shall provide additional services as requested by the City. R. W. Beck will prepare a scope and the estimated cost of such services. Additional services may include, but are not limited to: ■ Conduct additional requested meetings ■ Prepare additional copies of the report ■ Train on engineering analysis software ■ Develop a Load Forecast ■ Evaluate system performance and capacitor requirements for future loads ■ Establish performance goals and benchmark reliability indices, such as SAIDI, SAIFI, and MAIFI, to measure the future performance of the electric system with the implementation of the recommended fault indicators ■ Establish pilot project to measure the future performance of the electric system with the implementation of the recommended fault indicators ■ Determine methodology for connection of fault recorders to the City's SCADA system ■ Develop Capital Improvements Program (CIP) ■ Conduct economic evaluation of expansion alternatives ■ Provide ongoing maintenance and updating of system models 1-6 K SERVICE APPROACH NARRATIVE Services and Items to be Furnished by the City The City will: ■ Assist by making readily available, when requested, all existing records and data pertinent to the project ■ Provide other pertinent data and information needed • Provide a timely review of deliverables (draft and final) • Remain available for scheduled meetings and on-site work R. W. Beck. Inc M Z2 0 0 SECTION 2 PROJECTTEAM At R. W, Beck, we emphasize a team approach to successful project execution, and choose our project teams to provide the maximum benefits and experience levels for our clients. Close communication and coordination among the various team members make this an efficient and cost-effective approach. We are committed to being responsive to the City's needs, managing our work to accomplish results in an efficient and timely manner. Primary contact with the City and overall responsibility for making sure the Studies are executed in accordance with your requirements will be assigned to John Bakken, the Project Manager. Our team brings extensive experience in developing power system studies and the development of engineering models for electric systems across the country. In addition, Robert Jenkins and meson Reed will perform the system analysis and device coordination, and will assist in the development of transmission and distribution system models, and Trishia Swayne will be responsible for modeling analysis related to fault indicator placement. Steve Rupp will serve as Client Liaison, and Keith Mullen will provide QA/QC assistance for the system studies. R. W. Beck has constructed the project team with the expressed purpose of completing comprehensive Power System Studies. Our deliberate and calculated approach to building our team has resulted in a group that will provide the City with cutting-edge technical knowledge and practical market insights that are at the forefront of the energy industry. Keith Mullen, R E, Project - Tyson Reed Thshia Swayne John Bakken, P.E. Steve Rupp Robert Jenkins, P.E. Terrie Pedigo 2-1 SECTION 2 Experienced Project Team The City requires a qualified team to conduct Studies ofthe City's electric transmission and distribution systems to evaluate system performance and recommend enhancements to improve reliability. The professionals introduced in the table below assemble a knowledgeable team with specific expertise in each of the elements of work necessaryto complete the comprehensive studies. We are committed to applying our familiarity with Iwai conditions and experience with similar clients to offer efficient and flexible solutions for the City. The following table highlights each member's related expertise and qualifications. Professional resumes are provided intheAppendix. John Bakken, RE 28 years industry * As a project manager, Mr. Bakken collaborates with clients on Project Manager experience projects, coordinates project team activities, monitors project • Project scopes, budgets and schedules and oversees QA/QC activities Management P Hisexperience includes managing planning studies, concept ■ Planning Studies development, permitting support, equipment selection, detail design development, grounding system analyses and design, ■ Protective Relay insulation coordination, protective relay applications, relay setting Applications calculations, shop drawing reviews, construction support, and * System Analysis preparation of testing and checkout procedures and Design ■ He brings engineering experience with high voltage and extra high voltage substations, including 5F6gas-insulated stations, and has sewed a; design engineer, lead electrical engineer, and project managerfor numerous substation projects ■ He routinely carries out independent engineering reviews of electric utilitysystems, including condition assessment and operation and maintenance practices, in support of financingor sate of assets Steve Rupp 25+ years industry ■ Mr. Rupp leads large project teams i n the developmentof highly Client Liaison experience complex electric system master plans that address issues such as ■ Management addressing impacts of distributed generation on transmission and Consulting distribution systems; managing diverse stakeholder groups to reach consensus on issues and strategies affecting the utility ■ Economics of industry; and managing engineering design and construction of Power Marketing electric transmission and distribution system projects Electric System v He has developed power system plans for Investorand customer - Master Plans owned utilities, includingthe developmentof transmission system plans and integrated resource plans ■ Mr. Rupp i s extensively experienced with power system analysis, load forecasting, productioncost simulation, and security constrained economic dispatch 2-2 PROJECTTEAM KeitKMullen, PE. 1 16 years industry I ■ Mr. Mullen is actively engaged in the use of computer modeling to QA/QC experience ummary of QualificationIlMs ember/Role Project experienced with the application of a variety of engineering Transmssion Management KeitKMullen, PE. 1 16 years industry I ■ Mr. Mullen is actively engaged in the use of computer modeling to QA/QC experience address utility operations and system expansion issues- He is PE Project experienced with the application of a variety of engineering Transmssion Management analysis software packages related to electrical transmission and System Modeling and Control distribution systems, and is also involved with the developmentof and Coordination Engineering engineering analysis software as an elected member of a user Analysis advisory board Electric Utility He applies engineering models and uses various programs to Design and develop solutions that address system expansion plans to serve System Planning projected growth, alleviate day-to-day operating problems, ..... Load/Customer coordination issues Forecasting Mr. Mullen supervises staff engineers and mapping technicians involvedwith developing engineering models and database applications- In this role, he has gained knowledgeof interfacing various mapping software packages to engineering analysis acka es Robert Jenkins, 15years industry ■ Mr. Jenkins creates one -line, three -line, and elementary diagrams, PE expertise bills of material and relay panel elevation drawings, as well as Transmssion ■ Relay Protection conduit plans, circuit lists, connection diagrams, and substation System Modeling and Control grounding plans for all types of systems and Coordination Systems ■ He develops short circuit studies and relay coordination studies, as ■ Contract well as relay settings and configuration files and is proficient at Document Review control system testing and troubleshooting and Preparation a Mr. Jenkins prepares substation cost estimates for procurement ■ Substation Cost and construction of substation and distribution projects to ensure Estimates and compliance with company and industry standards Design Trishia Swayne 4 years industry ■ Ms, Swayne provides assistance in electric utility design and Project Engineer experience system planning ■ Electric Utility a She analyzes electrical transmission and distribution systems Planningand through use ofMilsoft's Utility Solutions software, WindMil, Assessment Advantica's SynerGEE Electric Software, and CYMDIST Distribution ■ System Planning System Analysis Software Guides ■ As a project engineer, she aides in developing RUS-approved ■ MasterPlan construction work plans, long-range planning guides, municipal Development long-range plans, device coordination studies, and loss studies for uti I ity systems across the nation R. W, Beck, Inc. 2. SECTION 2 Availability of ProjectTeam With approximately 600 professionals nationwide, R. W. Beck is able to seamlessly account for workload variations and efficiently staff each project according to tailored needs. The individuals introduced above have availability to assist the City with the project tasks outlined in Section 1 of this proposal. 2-4 QualificationsTeam of Member/Role.- Relevant Tyson Reed 3 years industry ■ Mr. Reed brings experience in protective device coordination, arc - Distribution System experience flash studies, and distribution planning Modeling and ■ Power System ■ He optimizes protection schemes, develops and refines electric Coordination Modeling distribution system models, and performs engineering analysis on ■ Protective Device various platforms Coordination ■ Electric Arc -Flash Studies Terrie Pedigo 20+ years industry ■ Based on information from field inventoryand GIS mapping ,Model experience systems, she develops engineering models and extracts results Development E Database Design from the models for report documents and client use ■ GIs Systems for ' Ms. Pedigo assists the T&D design teams by preparing plan and Electric Utilities profile drawings and staking sheets, develops construction unit quantities, and verifies contractor requests for payment; she has ■ Drawing also been active in one-on-one training with clients in the use of Preparation mapping software * She i s an expert in database design and maintenance of GIs systems for electric utilities with primary responsibilities including drawing preparation and database development Availability of ProjectTeam With approximately 600 professionals nationwide, R. W. Beck is able to seamlessly account for workload variations and efficiently staff each project according to tailored needs. The individuals introduced above have availability to assist the City with the project tasks outlined in Section 1 of this proposal. 2-4 SECTION 3 QUALIFICATIONS Included in the following matrix i s a listing of related project experience completed by our project team for clients with similar issues to that of the City. Client, Project, . •-Services/Responsibilities Client: To address its faster -than -expected growth, the City of Vineland City of Vineland, New Jersey requested R W. Bede to develop an Electric System Master Plan and procedures for maintaining the plan internally. Our project team Project: collaborated with the City staff to develop an engineering model of Electric System Master Plan the existing distribution system using Windmile software, a 20 -year forecast, the five-year CIP and a system coordination study. Reference: Following the study, our team provided "hands-on" training for the Mr. Harry Maloney, P.E. City's staff on the Windmil® modeling software, and explain its Chief Engineer benefits for planning and daily operations. In addition, we provided a 415 N. West Avenue four-day workshop to key City staff to present planning study Vineland, NJ 08360 methodologies and establish proceduresfor the City staff to maintain the plan as system loads and requirements change. Client: Utilities Commission, New Smyrna Beach, Florida Project: Electric System Transmission and Distribution Planning Study Reference: Mr. Jim White, P.E. Director of Engineering 200 Canal Street New Smyrna Beach, FL 32168 Client: Erwin Utilities, Tennessee Project: Five -Year System Planning Studv Reference: Mr. Lee Brown Manager 244 Love St, Erwin, TN 37650 An Electric Transmission and Distribution Planning Study was prepared for the Utilities Commission, City of NewSmyrna Beach (UCNSB) by R W. Beck to meet the needs of UCNSB and its customers for the next ten years. Our team met with UCNSB to develop planning and operating criteria, create a computer model for system analysis, and develop a ten-year plan to provide for upgrade and expansion of the distribution. In addition, our project team prepared continnencvanalysis, and protective device coordination using Windmile from Milsoft Utility Solutions, Inc., and performed a condition assessment of UCNSB's existing peaking and backup electric power generating resources. The assessment included a site visit by R W. Beck's personnel to review pertinent generating plant operations and maintenance records and conduct a walkthrough of the facilities. As a result of our established relationship with Erwin Utilities', R W. Bede provided a Five-YearSystem Plan that identified actions to upgrade the overall quality of service to Erwin Utilities' members. We proposed a plan to provide for an orderly upgrade and expansion of the system, so that investment in the improvements and new facilities would be i n step with growth i n load and revenue. Team members were able to apply their extensive experience i n developing and usingWindMil® models to analyze Erwin Utilities' distribution system. This established model and staff training will assist Erwin Utilities i n continuing in-house planning studies. SECTION 3 Client: City of Pasadena Water and Power Department, California Project: Electric Distribution System Master Plan Reference: Mr. Joe Awad Director of Power Delivery Engineeringand Construction Management 100 North Garfield Avenue P.O. Box 7120 Pasadena, CA 91109 (626) 7.444157 Client; Madisonville Municipal Water and Light, Kentucky Project: System Studies, Mapping, and Modeling Reference: Mr. Jim Asbury Superintendent 37 East Center Street Madisonville, KY 42431-0704 (270) 824-2130 3-2 The City of Pasadena Water and Power (PWP) was facing challenges due to its aging infrastructure, residential and commercial growth requiring additional and reliable capacity, and a lack of organizational preparedness to address the next 20 years. These factors led to the need for the rapid acceleration of their Electric Distribution System Master Plan (EDSMP) implementation. Most importantly, PWP needed to develop its sustainable, organic capacity to implement the EDSMP over its 20 year horizon. R W. Beck analyzed performance objectives through the year 2020 with the objective of achieving adequate system capacity to meet service demand; maintaining service reliability; and maximizing resources and business opportunities. This was achieved by completing an analysis of solutions and developing a plan that combined the solutions into a logical and progressive guide for making decisions over the next two decades. The team completed engineering studies to define infrastructure replacement plans, determined delivery of advanced technology solutions to increase the effectivenessof engineering, provided on-site project management and comprehensive engineering support, implemented enterprise project managementand work management systems, and provided project management training for the City. Madisonville Municipal Water and Light collaborated with R W. Beck to update their system map and model to prepare a Five -Year System Plan. Our team performed the following tasks for Madisonville MunicipalWater and Light: update system maps based on the latest changes to the electric facilities; update the existing coordination study to solve system issues such as nuisance tripping and fuse mis- coordination; and develop a load forecast and Five-YearSystem Plan. In addition, our project team converted the existing electronic maps into an AutoCAD Map system to take advantage of the AM/FM functionality, and provided several hours of specialized on-site AutoCAD training. As a result, Madisonville personnel were able to produce system operating maps and truck maps for internal use. Client: Grayson Rural Electric Cooperative, Kentucky Project: System Planning and Modeling Reference: Mn. Carol Fraley President and CEO 109 Bagby Park Grayson, KY 41143 (606) 474-5136 Client: Princeton Electric Plant Board, Kentucky Project: Five -Year System Plan Reference: Mr. John Humphries Manager 304 East Legion Drive Princeton, KY 42445 (270) 365-2031 R. W. Beck, Inc. QUALIFICATIONS Throughout our partnership for more than 14 years, Grayson Rural Electric Cooperative (GRECC) has partnered with R W. Beck to provide system planning reports including both long range plans and construction work plans. Milsoft's WindMil® load flow software is used for the system analysis at existing and projected loads. Recommended improvements have included new substations, feeders, and regulatorsas well as conductor upgrades. In addition to the updated system planning reports, R. W. Beck recently completed a Global Information System (GIS) project where GRECC's old paper maps were converted to electronic format. We also digitized a detailed model that is tied to other information systems within the utility. This flagship project for the utility provides a foundation for the future expansion of their GIS system. GRECC is currently using the information utility -wide for more efficient operations. Over a number of years, Princeton Electric Plant Board (PEPB) has requested several Five -Year Plans be prepared by RW Beck to identify the capital improvements needed to serve projected growth. Recently, the Five -Year Plan included the evaluation of a new interconnection and the integration of the proposed diesel peaking plant on its distribution system by our team. The Five -Year Plan provided PEPBwith budget projections to be included i n the municipal bond issue the followin6 spring. R W. Beck applied a team approach to working closely with the PEPB staff to develop the Five -Year Plan that met not only the needs of PEPB, but also the needs of i is customers. Through our engineering analysis, we developed an engineering model of distribution system developed usingMilsoft Utility Solutions, Inc.'s Windmil® software, along with substation and feeder load forecast spreadsheet templates. We provided PEPB with a System Plan document that included assumptions, analyses, and a five-year construction plan, and an existing system Capacitor Placement Study. Included i n the Plan were cost estimates for the five-year capital requirements to achieve the construction plan. SECTION 4 SUBMITTALSAND REPORT R. W. Beck will submit three hardcopies of the Studies Report to the City, including draft and final reports, in accordance with the City's request. The Report will be prepared in Microsoft Word and include the following: Executive Summary Operating Criteria and Assumptions Analysis of Existing System System Coordination Study Capacitor Placement Fault Indicator Placement Appendices as required (which at minimum would include): UL PDF copies load flow, voltage drop, and fault current results PDF copies of typical time -current curves to depict the coordination It Setting summary sheets in Excel showing relay data and settings Settings summary sheets in Excel for three-phase line reclosers Circuit maps in ,AutoCAD or ESRI including recommendations for capacitors and fault indicators An electronic copy of the final report, circuit diagrams, spreadsheet templates, and engineering model database files will be provided to the City on a CD or a DVD. 4-1 SECTION 5 PROPOSALAND PROJECT SCHEDULE Included in the following table is a proj ect schedule outlining the tasks the proj ect team will complete for the City in completing the comprehensive Studies. Specific services have been broken down into Tasks One through Ten, as outlined in the City's Request for Proposal. DevelopTransmission 1 213 It4 and DistributionModels$22,000 Perform Short Cirr_uif ShirILom 1. 2 6t 6 $2,000 Evaluate Protective Device Coordination R. W. Beck will provide the Scope of Services included in Section 1 of this proposal for a fixed fee of Ninety -Five Thousand Eight -Hundred Dollars ($95,800). as detailed above. This amount is inclusive of labor, materials, and all other associated expenses and travel. This proposal will remain valid for 90 days from December 10,2008. Page 1 of 1 Demy Bucaneg (Lodi EUD) From: Rupp, Steven [SRupp@rwbeck.com1 Sent: Monday, March 16,200910:47 AM To: Demy Bucaneg (Lodi EUD); Weldat Haile (Lodi EUD) cc: Mullen, Keith Subject: Proposal for Power System Analysis Attachments: City of Lodi (CA) Power Systems Studies Proposal 1208.pd€ Messrs. Bucaneg and Haile: This email serves as notification that the pricing in our December 8, 2008 proposal to provide a power system study will remain in effect until June 1,2009. Please let me know if you have questions regarding this. We look forward to working with you. Best regards, Steve Steven S. Rupp Vice President Office 916.614.8246 Cell 916.390.0432 2720 Gateway Oaks Drive, Suite 310 Sacramento, C4 95833 Mind Powered: Insight with Impact. rwbea,com This communicafionand any related verbal communication are pmvided under the forms of R. W. Beck's contrecf wifhits clienf, and are not intended to be used orrelied upon by any Mird pariy other than advisors or consultants to Me client. Any use of such communicafionby any other third party is fhe responsibility of such third pariy, and R. W. Beck accepts no responsibility for any damages incurred by any fhird party as a result of decisions or actions based on such communication. Any guidance or opinionsprovidedherein should only be read and relied upon by client within the limitations and context of any prior guidance provided by R. VW. Beck in any prior workproducts relating to the subjectmatter of such communication. 03/23/2009 RESOLUTION NO. 200940 A RESOLUTION OF THE LODI CITY COUNCIL AWARDING CONTRACTTO SOLE BIDDER, R.W. BECK, INC. TO PERFORM POWER SYSTEMS STUDY ------------------------ WHEREAS, in answer to notice duly published in accordance with law and the order of this City Council, sealed bids were received and publicly opened on December 10, 2008, at 11:00 a.m., for the power system studies on the existing 12kV electric distribution system, four substations, and 60kV transmission lines as described in the specifications therefore approved by the City Council on August 6, 2008; and WHEREAS, said bids have been compared, checked, and tabulated and a report thereof filed with the City Manager as follows: MILSOFT Utility Solution, Abilene, TX No bid R.W. Beck, Sacramento, CA $95,800.00 EET INC., Citrus Heights, CA No bid Auriga Corporation, Milpitas, CA No bid Stantec Consulting, Inc., Walnut Creek, CA No bid Source One, Inc., Boston TX No bid WHEREAS, staff reviewed the sole bid price and found it to be reasonable based on past experience. NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby approve the award of professional services contract to R. W. Beck, Inc., of Sacramento, CA, the sole bidder, to perform power systems studies on the existing 12kV electric distribution system, four substations, and 60kV transmission lines in the amount not to exceed $95.800. Dated: April 15, 2009 hereby certify that Resolution No. 2009-40 was passed and adopted by the City Council of the City of Lodi in a regular meeting held April 15, 2009, by the following vote: AYES: COUNCIL MEMBERS — Hitchcock, Johnson, Katzakian, and Mayor Hansen NOES: COUNCIL MEMBERS — None ABSENT: COUNCIL MEMBERS— Mounce ABSTAIN: COUNCIL MEMBERS — None OHL City Clerk 2009-40