HomeMy WebLinkAbout20040521Response No 259 of Avista to Staff.pdfJURISDICTION:
CASE NO:
REQUESTER:
TYPE:
REQUEST NO.
VISTA CORPORATION
RESPONSE TO REQUEST FOR INFORMATION
Idaho
A VU-O4-01 / A VU-O4-
IPUC
Data Request
Staff - 259
DATE PREPARED:
WITNES S
RESPOND ER:
D EP AR TMENT:
TELEPHONE:
05/17/2004
David Holmes
David Holmes
Engineering
(509) 495-4682
REQUEST:
Please provide copies of all letters and memorandums dated January 1 , 2003 or later that discuss
AMR systems, whether written on paper or in electronic mail, written or received by A vista
employees and officers.
RESPONSE:
Please see attached.
BroemelinQ' Mike
From:
~ent:
.) :
Falkner, Don
Wednesday, January 15, 2003 8:59 AM
Broemeling, Mike
RE: Itron AMR ProposalSubject:
Last one:
8) Dave will probably have to answer this one. Will we be depreciating the AMR components separate from
the meters themselves? Sounds messy.
Don
-----
Original Message-----From: Broemeling, MikeSent: Tuesday, January 14, 2003 5:03 To: Falkner, Don; GerVais, Linda; Hirschkorn, Brian; Def.elice, DaveCc: Mckenzie, RonSubject: RE: Itron AMR Proposal
Thanks Don.
2) We ll update with 2002 general revenues.
5) Thanks - there are some minor differences in the inputs.
7) You re right, Itron s numbers could be biased. Again, what we tried to do was bookend the expected outcome.
Management has already seen the presentation by Itron with their savings projections. Additionally, Itron s numbers
are based on what other companies have apparently experienced in savings and what other companies have used intheir business cases.
8) This is the expected life of the AMR equipment, not the meters themselves (does this answer the question?)
9) The 2-5% includes theft of service. The meter shop does not have a definitive answer.
-----
Original Message-----
From: Falkner, DonSent: Monday, January 13, 2003 2:14 To: Broemeling, Mike; Gervais, Linda; Hirschkorn, Brian; Defelice, Dave
Cc: Mckenzie, Ron
Subject: RE: Itron AMR Proposal
Mike
Thanks for responding. Here s a couple of additional comments.
2) Gross margin might be useful for an internal purpose such as budgeting, but usually Revenue
Requirement cales are done for impact on customers, which is based on current general revenues. If we
filed something, the average bill comparison would current rates versus proposed rates.
5) If Dave wants, my Idaho model is attached.
6- 7) I won t preach to the choir, but putting possibly vendor biased "savings" figures down on a
document that could be reviewed by a diverse management group might not be the most prudent thing to
do. Our own internal study of cost savings could be included and the other bracket and the vendor
analysis could be referenced by a footnote.
8) Where did the 15 year assumption for meter life come from and is it just because of technology
advancements that it is less than half of current meter lives?
9) Does our Meter Shop agree that our meters are running 2-5% slow? If there is support for that
theory, that could impact our Unbilled Revenue cales.
Don
.c.c File: AMR-RevReq-Ol0903.xls??
-----
Original Message-----From: Broemeling, MikeSent: Friday, January 10, 20038:44 AM
To: Falkner, Don; Gervais, Linda; Hirschkorn, Brian; Defelice, Dave
Cc: Mckenzie, RonSubject: RE: Itron AMR Proposal
Don
Thanks for your input. Below are my answers to your questions. If you have any more questions please direct
to 1-800-ITRON. (that's a joke ha ha)
1) We can change the split to reflect the 67 / 33
2) Good catch, what we tried to show was the impact as a percentage of revenue and also as a percentage of
gross margin. Gross margin percentage seemed to be the more accurate measurement to illustrate rate
impact.
3) The estimate included replacing meters that were not compatible with the AMR device. The mix is differentbetween WA & ID. .
4) The meter counts are from the Corporate Data Layer. It excludes those meters that already have ERTS
(approximately 70k).
5) If you want, we can review the revenue requirement model(s) we used....
7) The purpose of using the two bookends for the analysis was to illustrate the outer ranges. The first was
to assume no savings while the second was to illustrate what the expected savings would be based on Itron
business cases for other utilities. Seems like no matter what scenario(s) we have provided in the past, there
is always a different perspective or assumption from someone. We feel confident the answer is somewhere in
between the two we presented.
8) The depreciation for the AMR equipment is taken into consideration in the revenue requirement model.
And yes , the expected life of AMR is 15 years.
9) Slow meters / losses.....we have had considerable discussion re: this issue. According to Itron, when
implementing AMR, all meters that are ERT'd are recalibrated. Their experience with other utilities is the
utility s population of meters are registering 2-5% slow. As a result of this recalibration , the meters are now
billing customers at 100% instead of the 95-98% and revenue is increased. The methodology we used was to
show the savings the first three years, but not after the rate case because it would be "trued" up at that time.
The other factor Itron claims is because ERT's have alarms , theft of service decreases.
-----
Original Message-----From: Falkner, DonSent: Thursday, January 09, 2003 1:28 To: Broemeling, Mike; Gervais, Linda; Hirschkorn, Brian; Defelice, DaveCc: Mckenzie, RonSubject: RE: Itron AMR Proposal
Here s my two cents worth, and they might be refinements and comments more than corrections
or improvements:
1) The Electric system split, using the meter count is closer to 67% / 330/0 between W A and
ID than 70/30. It may be a coincidence, but 67/33 is the current Prod/Trans Ratio split as well.2) For comparison purposes, using Total 2001 Electric revenues, which includes
approximately $480 million in inflated Sales for Resale, understates the impact on customers by
roughly a factor of two. 12 M/E Nov. 2002 revenues, excluding Sales for Resale of$75 million
produces a $350M / $175M revenue level for W AlID and changes the AMR% Impact to 0.727%
for both jurisdictions. Even that revenue level might be overstated due to the inclusion of the
two state s surcharges (ERM/PCA). Those would be excluded from general business revenues in
a general rate filing to get the percentage impact on customers. The gas figures are close to 2002
levels, but keep in mind those also include the impact of much higher gas cost components.
Those levels will all be lower by 15%-20% in 2003.3) How come electric meters cost 5% more per meter in Idaho than in Washington ($69 vs
$72.50)? Is it all those shipping charges to get over to CDA?4) Where do the meter counts come from?5) I haven t done one of these for awhile, and would defer to Dave D. on these, but I tried to
recreate the electric revenue requirements just for an exercise anyway. I used updated Revenue
Conversion factors and .updated authorized cost of capital. Under the assumption that the figures
on the attached worksheet are the third year nominal (no PV impact) total revenue requirements
the W A Electric figure I calculated was within $4 000, however the Idaho number I calculated
was higher by $75 000, or 6%.6) Curious as to what makes up the " savings" that Itron assumed. I'm sure some labor costs
are eliminated, but are they reasonable?7) Along those lines, is it even reasonable to include vendor supplied savings alongside an
internal analysis that (hopefully) wouldn t include any bias?8) If I'm not mistaken, regular old meters are depreciated over 45 years for gas and 35 years
for electric vs the 15 years assumed here. Assuming there is some rationale behind the 15 year
assumption, would we be replacing AMRs 3 times more often? If we compare status quo to
AMR, is that a cost or considertion that needs to be factored in somewhere?9) I'm a little slow. What are slow meters savings and slow meter losses?
Don
-----
Original Message-----From: Broemeling, MikeSent: Thursday, January 09, 2003 7:58 AMTo: Gervais, Linda; Falkner, Don; Hirschkorn, BrianCc: Defelice, DaveSubject: Itron AMR Proposal
Dave DeFelice and I have attempted to show the potential rate impact of Itron s AMR proposal. The
approach we took was to bookend the analysis. On the left side of the spreadsheet is the rate impact
by state by service if we realized no savings from implementing AMR. On the right side is the same
only with Itron s assumptions of expected savings.
Attached is a spreadsheet with our work. If you have questions/concerns or input please call Dave or
myself. Thanks.
0:::0::: File: AMR Jurisdictional Summary.xls ~~
Mike Broemeling
Avista Corp.Phone 509 495 8590
Fax 509 777 5115
Broemeling, Mike
From:
~ent:
Jewell, Jim
Thursday, January 23 20038:12
Broemeling, Mike
Defelice, Dave
RE: AMR Jurisdictional Summary rev 1-15-03 zero rate impactxls
Cc:
Subject:
Mike
I know we were asked to run the analysis with all of ITRON's assumptions --- have we run it with only what we believe to
be real? and have we presented the differences to the decision makers?
Jim
Avista Uti~ities
-----
Original Message-----From: Broemeling, MikeSent: Monday, January 20, 2003 7:46 AM
To: Kopczynski, Don
Cc: Jewell, Jim; Gfeller;. Greg
Subject: AMR Jurisdictional Summary rev 1-15-03 zero rate impact.xls
Don
Attached is a slight revision of the AMR analysis we reviewed Friday with Scott. Greg was going to add the other items
that we couldn t calculate an associated dollar amount of savings i.e. safety, customer satisfaction....
Scott had mentioned he would like to have Bain (Joe) put their rigor around this analysis and to run this by Malyn re:
cash , financing, etc. Are you taking care of these two things. Seems appropriate that you and Jewell would talk to
Malyn. I would really like to see the approach Bain would take. Let me know - thanks.
-c::::-c:::: File: AMR Jurisdictional Summary rev 1-15-03 zero rate impact.xls )0)0
Broemelin~, Mike
From:
~ent:
:0:
Kopczynski, Don
Friday, January 24, 2003 7:26 AM
Broemeling, Mike
RE: AMR Jurisdictional Summary rev 1-15-03 zero rate impact.xlsSubject:
I agree...enough analysis
-----
Original Message-----From: Broemeling, MikeSent: Friday, January 24, 20037:23
To: Jewell, Jim
Cc: Kopczynski, Don; Gfeller, GregSubject: RE: AMR Jurisdictional Summary rev 1-15-03 zero rate impact.xls
There in lies the problem. Depending on who you talk to e.g. rates folks, operations, meter shop, customer service
tax, etc, you will get a different opinion and/or level of commitment on the expected savings. In order to eliminate the
circular analysis or discussion, that is why we chose to use bookends. I believe the questions that are on the table for
whomever the decision makers are js this: Assumi'ilg Itron s savings and cost assumptions are reasonably accurate
, -
do we 1) have the cash to move forward and 2) is AMR the priority.
-----
Original Message-----
From: Jewell, JimSent: Thursday, January 23, 20038:12 To: Broemeling, MikeCc: Defelice, Dave
Subject: RE: AMR Jurisdictional Summary rev 1-15-03 zero rate impact.xls
Mike
I know we were asked to run the analysis with all of ITRON's assumptions --- have we run it with only what we
believe to be real? and have we presented the differences to the decision makers?
Jim
Avista Uti~i ties
-----
Original Message-----From: Broemeling, MikeSent: Monday, January 20, 20037:46 AM
To: Kopczynski, Don
Cc: Jewell, Jim; Gfeller, GregSubject: AMR Jurisdictional Summary rev 1-15-03 zero rate impact.xls
Don
Attached is a slight revision of the AMR analysis we reviewed Friday with Scott. Greg was going to add the
other items that we couldn t calculate an associated dollar amount of savings i.e. safety, customer
satisfaction... .
Scott had mentioned he would like to have Bain (Joe) put their rigor around this analysis and to run this by
Malyn re: cash, financing, etc. Are you taking care of these two things. Seems appropriate that you and
Jewell would talk to Malyn. I would really like to see the approach Bain would take. Let me know - thanks.
c::c:: File: AMR Jurisdictional Summary rev 1-15-03 zero rate impact.xls
:;:.:;:.
AMR deck "':.i"" "
Page 1 of 1
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Holmes, Dave
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""::,, :;... ..... .......... .,......
From: Gfeller, Greg
);."" .' '" :
Sent: Thursday, May 20, 2004 7:i4 )\M.
. ,
To: Holmes, Dave
Subject: FW: AMR deck
. ,_........
-----Original Message-----
From: Kopczynski, Don
Sent: Friday, February 07, 2003 7:35 AM
To: Woodworth, Roger; Gfeller, Greg
Subject: FW: AMR deck
.'1.
: "
Bain s analysis of AMR-----Original Message-----
. .
From: Day, Robert (mailto: Robert.Day(g)Bain~comJ .
Sent: Thursday, February 06, 2003 2:15
To: don.kopczynski(Q)avistacorp.cpm
: .
Subject: AMR deck
, .. .' .
.,.,'i i.
:' " ..; ),
, Don
Here s the electronic copy of the AMR deck. Thanks again for taking the time to go over it today. If you happen to have
any of the papers around the "virtual pond" we discussed, let me know - lid be pretty interested in seeing them!
,anks
Rob
i..
:;'. .,. .
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'1:
.(.(030202-R1 D-A9S-AMR decision.ppt:::-:::-
.... ,
NOTICE
... '. .
This electronic mail transmisR ip~ '6ntains confidential information intended only for theperson (s) named. Any use, dis'tri:bution, copying or disclosure by any other person
strictly prohibited. If yci1i received this transmission in error, please notify the senderby reply e-mail and then destroy th~inessage. Opinions, conclusions, and other
information in this message "tJ;1~t, do not relate to the official business of Bain & Company
shall be understood to be neither given nor endorsed by the Company. When addressed to
Bain clients, any information contained in this e-mail is subj ect to the terms and
conditions in the governing cli~nt cp~ti~ct.
, '.'. ." ., ,. ,." ., ,, ,,, .
5/20/2004
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AMR deck
Holmes, Dave
Page 1 of 1, .,.. .
L, ..." .,.. ..
'..1... . c. ..
. ,..
From: Gfeller, Greg
Sent: Thursday, May 20 20047:14 AM
To: Holmes, Dave
Subject: FW: AMR deck
-----Original Message-----
From: Kopczynski, Don
Sent: Friday, February 07, 2003 7:35 AM
To: Woodworth, Roger; Gfeller, Greg
Subject: FW: AMR deck
Bain s analysis of AMR
-----
Original Message-----
From: Day, Robert (mailto:Robert.Day(g)Bain.comJ
Sent: Thursday, February 06, 2003 2:45
To: don. kopczynski(g)avistacorp.com
Subject: AMR deck
, Don
Here s the electronic copy of the AMR deck. Thanks again for taking the time to go over it today. If you happen to have
any of the papers around the "virtual pond" we discussed, let me know - lid be pretty interested in seeing them!
"T'hanks
Rob
.c::.c::030202-R1 D-A9S-AMR decision.ppt~~
NOTICE
This electronic mail transmission contains confidential information intended only for the
person (s) named. Any use, distribution, copying or disclosure by any other person
strictly prohibited. If you received this transmission in error, please notify the senderby reply e-mail and then destroy the message. Opinions, conclusions, and other
information in this message that do not relate to the official business of Bain & Company
shall be understood to be neither given nor endorsed by the Company. When addressed to
Bain clients, any information contained in this e-mail is subj ect to the terms and
conditions in the governi9g qlient coptra~t.
5/20/2004
Message Page 1 of 1
Holmes, Dave
.. .... ..
From: Gfeller, Greg
Sent: Thursday, May 20 , 2004 7:15 AM
To: Holmes, Dave
Subject: FW: Itron - AMR pricing with Fixed Network assumptions (DRAFT)
-----Original Message-----
From: Gfeller, Greg
Sent: Monday, March 03, 2003 3:24
To: Kopczynski, Don; Defelice, Dave; Broemeling, Mike
Subject: FW: Itron - AMR pricing with Fixed Network assumptions (DRAFT)
(Draft)
In case some of you were wondering what a turnkey AMR TOU capable system would cost.
Turnkey AMRwith TOU Total cost approximately $53M
I am forwarding a budgetary bid ltron and I have been working on to implement AMR with operational TOU. We would be
able to give the customers web aCcess to their data. (Not real time , 24 hr. old data).
This estimate is for budgetary purposes only...
I raised the the PLC costs of the budgetary bid to, $6 739 600 (from $30 a point to $70).
The data is broken out by state
Ongoing monthly communication costs for 2660 CCU4's have not been figured into the ongoing meter reading
expense. This is something telecom could investigate if we want to pursue further. (I would estimate between $500,000
ld $1 M per year)
-----Original Message-----
From: Rickard, Rob (mailto:Rob.Rickard(Q)itron.com)
Sent: Monday, March 03, 2003 11:45
To: Greg Gfeller
Cc: Lewis, Ted
Subject: Itron - AMR pricing with Fixed Network assumptions
Greg,
As we discussed last week, here is AMR budgetary pricing that adds Fixed Network coverage for the Washington andIdaho accounts. .
Please feel free to contact Ted Lewis or me if you have any follow-up questions.
Best regards
Rob
---- --- ---- --- ---- -----
Rob Rickard
Area Technical Manager
Itron, Inc.
509-990-9216 cell
509-232-2341 office
www .itron.com
5/20/2004
Message Page of
Holmes, Dave
.,.,......... .'. ...
From: Gfeller, Greg
Sent: Thursday, May 20047:18
To: Holmes , Dave
Subject: FW: Itron - Oregon ERTs - route data
-----Original Message-----
From: Rickard, Rob (mailto:Rob.Rickard(9)itrOn.com)
Sent: Monday, October , 2003 12:53
To: Gfeller, Greg
Subject: Itron - Oregon ERTs - route data
Greg,
Can you get the meter data for the targeted routes in Oregon (I realize your contact said it could take several weeks) - the
reason we need this is to ensure we have the correct gas EAT mix in-stock - by meter manufacturer and specific model:
i.e., American 250; Rockwell 275; etc. This information would be used for ordering the ERTs. live attached the ERT /
meter compatibility list for reference.
Thanks - see you tomorrow at 11 :30
- - - - -- - -- - - - - - - - - - - - - - - - - -- - - - - - - - - -
Rob Rickard
Solutions Specialist
Mobile & Network Telemetry
Systems - Sales
ran Inc.
J09-990-9216 mobile
509-891-3533 office
www.itron.com
, .. '
5/20/2004
PUB-0117 -002
PUBLICA TION
TITLE: Gas ERT Meter Compatibility
AUTHOR: Allen Rogers
REV CCO DESCRIPTION OF CHANGE DATE APPROVALS
46467 INITIAL RELEASE 29-27 -Marketing Connie Mulcahy for
Greg Myers
27 -Marketing Connie Mulcahy for
Michelle Roberts
REVISION HISTORY
46809 Added 'When purchasing ERTs for Dresser 12-Marketing Connie Mulcahy for
meters, the Dresser Pulser must be version 17 Arun Sehgal
or higher to be compatible with the ERT." to the
American/Dresser/Romet (ERG-OOO7-003) on 12-Marketing Connie Mulcahy forpage 7.
Michelle Roberts
47264 Changed all residential (direct mount Marketing Connie Mulcahy for
remote and rotary) ERT part numbers Michelle Roberts per email
to the non-mercury numberinq.
47944 Updated document throughout.10-Marketing Connie Mulcahy for Allen
Rogers per em ail
.. .
. NOTICE OF PROPRIETARY INFORMATION
Information contained herein is proprietary and is property of ITRON, Inc. where furnished with a proposal, the recipient shall use it
solely to evaluate the proposal. Where furnished to a customer it shall be used solely for the purposes of inspection, installation or
maintenance. Where furnished to a supplier, it shall be used solely in the performance of work contracted for this company. The
information shall not be used or disclosed by the recipient for any other purpose, whatsoever.
Gas ERT Meter Compatibility
~Itron Inc.9/17/03
Page 0
PUB-O117-002
Gas ERTCID Meter Compatibility
September 23, 2003
Listed below are the meter types currently compatible with Itron s gas ERT meter module. Due to
continuous research, product improvements and enhancements, Itron reserves the right to changeproduct or system specifications without notice.
American!W75AL Residential Aluminum Case Meters Only 40G 26 Bit: ERG-1006-201
Canadian
American!AL-175 Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201
Canadian
American!AL-175 Residential Aluminum case meters only 40G PR*26 Bit: ERG-1006-203
Canadian
American!AC-175 Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201
Canadian
American!AC-175 Residential Aluminum case meters only 40G PR*26 Bit: ERG-1006-203
Canadian
American!AT-175 Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201
Canadian
American!AT-175 Residential Aluminum case meters only 40G PR*26 Bit: ERG-1006-203
Canadian
American!ALC-175 Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201
Canadian
American!ALC-175 Residential Aluminum case meters only 40G PR*26 Bit: ERG-1006-203
Canadian
American!AT-21 0 Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201
Canadian
American!AT-21 0 Residential Aluminum case meters only 40G PR*26 Bit: ERG-1006-203
Canadian
American!AL-225 Canada only Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201
Canadian
American!AL-225 Canada only Residential Aluminum case meters only 40G PR*26 Bit: ERG-1006-203
Canadian
American!AL-250 Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201
Canadian
American!AL-250 Residential Aluminum case meters only 40G PR*26 Bit: ERG-1006-203
Canadian
American!AR-250 Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201
Canadian
American!AR-250 Residential Aluminum case meters only 40G PR*26 Bit: ERG-1006-203
Canadian
* PR Passive Radiator
Gas ERT Meter Compatibility
~Itron Inc. - 9/17/03
Page 1
American!AC-250 Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201Canadian
, ,
American!AC-250 Residential Aluminum case meters only 40G PR"26 Bit: ERG-1006-203Canadian
American!AT-250 Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201Canadian
American!AT-250 Residential Aluminum case meters only 40G PR"26 Bit: ERG-1006-203Canadian
American!AM-250 Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201Canadian
American!AM-250 Residential Aluminum case meters only 40G PR"26 Bit: ERG-1006-203Canadian
American!AL-310 Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201Canadian
American!AL-310 Residential Aluminum case meters only 40G PR"26 Bit: ERG-1006-203Canadian
American!AL-350 Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201Canadian
American!AL-350 Residential Aluminum case meters only 40G PR"26 Bit: ERG-1006-203Canadian
, -
American!AT-350 Residential Aluminum case meters only 40G 26 Bit: ERG-1006-201Canadian
American!AT-350 Residential Aluminum case meters only 40G PR"26 Bit: ERG-1006-203Canadian
American!AL-425 Resigential Aluminum case meters only 40G 26 Bit: ERG-1006-201Canadian
American!AL-425 Residential Aluminum case meters only 40G PR"26 Bit: ERG-1006-203Canadian
American!AC-630 Residential uminum case meters only 40G 26 Bit: ERG-1006-201Canadian
American!AC-630 Residential Aluminum case meters only 40G PR"26 Bit: ERG-1006-203Canadian
American!5 mETRIC Iron case Residential Originally manufactured by 40G 26 Bit: ERG-1006~202Canadian(5B)Metric Metal Works
American!35B Iron case Commercial 40G 26 Bit: ERG-1006-215Canadian
American!60B Iron case Commercial 40G 26 Bit: ERG-1006-215Canadian
American!80B Iron case Commercial 40G 26 Bit: ERG-1006-215Canadian
American!250B Iron case Commercial 40G 26 Bit: ERG-1006-215Canadian
..,-, .
American!500B Iron case Commercial 40G 26 Bit: ERG-1006-215Canadian
American!AL800 Commercial Aluminum case meters only 40G 26 Bit: ERG-1006-215Canadian
American!AL 1000 Commercial Aluminum case meters only 40G 26 Bit: ERG-1006-215Canadian
American!AL 1400 Commercial Aluminum case meters only 40G 26 Bit: ERG-1006-215Canadian
PUB-0117-002
" PR Passive Radiator
Gas ERT Meter Compatibility
~Itron Inc.9/17/03
Page 2
PUB-O117 -002
American!AL2300 . Commercial Aluminum case meters only 40G 26 Bit: ERG-1006-215Canadian
American!AL3000 Commercial Aluminum case meters only 40G 26 Bit: ERG-1006-215Canadian
American!AL5000 Commercial Aluminum case meters only 40G 26 Bit: ERG-1006-215Canadian
American!10 Metric Iron Case Residential 5' Cable (001) or 20' Cable 40G PR*: ERG-1007-001Canadian(1 OB)(002). Originally manufactured 20'ERG-1007-002by Metric Metal Works
Invensysl 175 11 Tooth Residential Compatible with 2 foot drive 40G 26 Bit: ERG-1006-204RockwelVindex; 1 foot drive has 24 teethEqumeter
Invensysl 175 11 Tooth Residential Compatible with 2 foot drive 40G PR*26 Bit: ERG-1006-207RockwelVindex; 1 foot drive has 24 teethEquimeter
Invensysl 200 11 Tooth Residential 40G 26 Bit: ERG-1006-204
Ro ckwe IV Equimeter
Invensysl 200 11 Tooth Residential 40G PR"26 Bit: ERG-1006-207RockwelV
Equimeter
Invensysl RT-200 11 Tooth Residential 40G 26 Bit: ERG-1006-204RockwelVEquimeter
Invensysl RT-200 11 Tooth Residential 40G PR*26 Bit: ERG-1006-207
Ro ckwe III
Equimeter
Invensysl RT-230 11 Tooth Residential 40G 26 Bit: ERG-1006-204RockwelVEquimeter
Invensysl RT-230 11 Tooth Residential 40G PR*26 Bit: ERG-1006-207RockwelV
Equimeter
Invensysl 275 11 Tooth Resid~ntial 40G 26 Bit: ERG-1006-204RockwelV
Equimeter
Invensysl 275 11 Tooth Residential 40G PR*26 Bit: ERG-1006-207RockwelV
Equimeter
Invensysl RT-275 11 Tooth Residential 40G 26 Bit: ERG-1006-204RockwelVEquimeter
Invensysl RT-275 11 Tooth Residential 40G PR*26 Bit: ERG-1006-207
Ro ckwe III
Equimeter
Invensysl 315 11 Tooth Residential 40G 26 Bit: ERG-1006-204RockwelllEquimeter
Invensysl 315 11 Tooth Residential 40G PR*26 Bit: ERG-1006-207
Ro ckwe III
Equimeter ,..0.'.
Invensysl 250 11 Tooth Residential 40G 26 Bit: ERG-1006-204Rockwelll
Equimeter
Invensysl 250 11 Tooth Residential 40G PR"26 Bit: ERG-1006-207RockwelVEquimeter
* PR Passive Radiator
Gas ERT Meter Compatibility
(9ltron Inc. - 9/17/03
Page 3
PUB-0117-002
Invensysl 310 11 Tooth Residential 40G 26 Bit: ERG-1006-204RockwelllEquimeter
Invensysl 310 11 Tooth Residential 40G PR*26 Bit: ERG-1006-207RockwelVEquimeter
Invensysl 110 11 Tooth Residential 40G 26 Bit: ERG-1006-204RockwelVEquimeter
Invensysl 110 11 Tooth Residential 40G PR*26 Bit: ERG-1006-207RockwelVEquimeter
Invensysl 200 11 Tooth Residential 40G 26 Bit: ERG-1006-204RockwelVEquimeter
Invensysl 200 11 Tooth Residential 40G PR*26 Bit: ERG-1006-207RockwelVEquimeter
Invensysl 175-11 Tooth Residential 40G 26 Bit: ERG-1006-204RockwelVEquimeter
Invensysl 175-11 Too~h Residential 40G PR*26 Bit: ERG-1006-207RockwelVEquimeter
Invensysl RT-100 18 Tooth Residential 40G 26 Bit: ERG-1006-205RockwelV
Equimeter
Invensysl RT-100 18 Tooth Residential 40G PR*26 Bit: ERG-1006-209Rockwelll
Equimeter
Invensysl 190 11 Tooth Residential 40G 26 Bit: ERG-1006-205RockwelV
Equimeter
Invensysl 190 11 Tooth Residential 40G PR*26 Bit: ERG-1006-209Rockwell!Equimeter
Invensysl 120 11 Tooth Residential 40G 26 Bit: ERG-1006-204RockwelV
Equimeter
Invensysl 120 11 Tooth Residential 40G PR*26 Bit: ERG-1006-207Rockwell!
Equimeter
Invensysl 120 11 Tooth Residential 40G 26 Bit: ERG-1006-204Rockwelll
Equimeter
Invensysl 120 11 Tooth Residential 40G PR*26 Bit: ERG-1006-207RockwelVEquimeter
Invensysl 110 11 Tooth Residential 40G 26 Bit: ERG-1006-204Rockwelll
" '
Equimeter
Invensysl 110 11 Tooth Residential 40G PR*26 Bit: ERG-1006-207RockwelVEquimeter
Invensys!R-415 18 Tooth Residential 40G 26 Bit: ERG-1006-205RockwelVEquimeter
Invensysl R-415 1 8 Tooth Residential 40G PR*26 Bit: ERG-1006-209Rockwelll
Equimeter
* PR Passive Radiator
Gas ERT Meter Compatibility
~Itron Inc. 9/17/03
Page 4
PUB-O117-002
Invensys!RT-360 18 Tooth Residential 40G 26 Bit: ERG-1006-205RockwelVEquimeter
Invensys!RT-360 18 Tooth Residential 40G PR*26 Bit: ERG-1006-209Rockwell!Equimeter
Invensys!MR8 16 Tooth Residential 40G 26 Bit: ERG-1006-206RockwelV(R-275EquimeterMetric)
Invensys!MR8 16 Tooth Residential 40G PR*26 Bit: ERG-1006-208Rockwell!(R-275EquimeterMetric)
Invensys!MR12 16 Tooth Residential 40G 26 Bit: ERG-1006-206RockwelV(R-415EquimeterMetric)
Invensys!MR12 1 6 Tooth Residential 40G PR*26 Bit: ERG-1006-208RockwelV(R-415EquimeterMetric)
Invensys!750 Commercial 40G ERG-1006-216Rockwell!Equimeter
Invensys!1000 Commercial 40G ERG-1006-216Rockwell!Equimeter
Invensys!1600 Commercial 40G 26 Bit: ERG-1006-216Rockwell!Equimeter
Invensys!3000 Commercial 40G ERG-1006-216RockwelV
Equimeter
Invensys!5000 Commercial 40G ERG-1006-216RockwelVEquimeter
Invensys!10000 Commercial 40G ERG-1006-216RockwelVEquimeter
Invensys!250 Residential Schlumberger Direct Read 40G 26 Bit: ERG-1006-212Rockwell!. indexes can not be usedEquimeter
Invensys!All meters Residential 5' Cable (001) or 20' Cable 40G : ERG-1007-001Rockwell!(002)Remote 20'ERG-1007-002Equimeter
Invensys Sonix 6 Residential 40G ERG-1007-004
NationaV 175 Residential Schlumberger Direct Read 40G 26 Bit: ERG-1006-212Lancasterindexes can not be used
National!U175 Residential Schlumberger Direct Read 40G 26 Bit: ERG-1006-212Lancaster. indexes can not be used
NationaV 250 Residential Schlumberger Direct Read 40G 26 Bit: ERG-1006-212Lancasterindexes can not be used
NationaV All meters Residential 5' Cable (001) or 20' Cable 40G : ERG-1007-001Lancaster(002)Remote 20'ERG-1007-002
Schlumberger!175 3 Hole index Residential Index boxes with 3 mounting 40G 26 Bit: ERG-1006-211Spragueboxholes
Schlumberger!175 WC 3 Hole index Residential Index boxes with 3 mounting 40G 26 Bit: ERG-1006-211Spragueboxholes
Schlumberger!175 3 Hole index Residential Index boxes with 3 mounting 40G 26 Bit: ERG-1006-211SpragueCombinationboxholes
* PR Passive Radiator
Gas ERT Meter Compatibility
19ltron Inc, 9/17/03
Page 5
PUB-0117 -002
Schlumbergerl 175 2 Hole Index Residential Index boxes with 2 mounting 40G : ERG-1007-001Spragueboxholes. 2.5' Cable (001) or 20'Remote 20': ERG-1007-002Cable (002).
Schlumbergerl 210 Residential 40G 26 Bit: ERG-1006-211Sprague
Schlumbergerl 240 Canadian Residential 40G 26 Bit: ERG-1006-211SpragueVersion of 250
Schlumbergerl 240 Residential 40G 26 Bit: ERG-1006-211SpragueCombination
Schlumbergerl 240 Residential 40G PR*26 Bit: ERG-1006-213Sprague
Schlumbergerl 240 1 Hole Cover Residential Requires Itron 1A Adapter 40G 26 Bit: ERG-1006-211SpraguePlate. PIN 250-2517-010
Schlumbergerl 240 2 Hole Cover Residential Requires llron 2 Hole Cover.40G 26 Bit: ERG-1006-211SpraguePIN MLD-0003-031
Schlumbergerl 250 Residential 40G 26 Bit: ERG-1006-211Sprague
Schlumbergerl 250 Residential 40G PR*26 Bit: ERG-1006-213Sprague
Schlumbergerl 250 WC Residential 40G 26 Bit: ERG-1006-211Sprague
Schlumbergerl 250 Residential 40G 26 Bit: ERG-1006-211SpragueCombination
Schlumbergerl Residential Must purchase both ERT and 40G 250-2517-010 + ER1:Sprague interface plate. Not compatible 26 Bit: ERG-1006-211
with 1 hole index box with
protrusion in top casting for
valve cover.
Schlumbergerl Residential 5' Cable (001) mar 20' Cable 40G : ERG-1007-001Sprague(002)Remote 20': ERG-1007-002
Schlumbergerl METRIS 250 3 Hole Index Residential Index boxes with 3 mounting 40G 26 Bit: ERG-1006-211Sprague(Slant Face)Box holes
Schlumbergerl 400 Residential 40G 26 Bit: ERG-1006-211Sprague
Schlumbergerl 400A Residential 40G 26 Bit: ERG-1006-211Sprague
Schlumbergerl 400 Residential 40G PR*26 Bit: ERG-1006-213Sprague
Gas ERT Meter Compatibility
C9ltron Inc.9/17/03
Page 6
PUB-0117 -002
Schlumbergerl 675A Commercial Requires Schlumberger 40G 26 Bit: ERG-1006-215Spragueadapter pIn 80005901;purchase from Schlumberger
Schlumbergerl 800A Commercial Requires Schlumberger 40G 26 Bit: ERG-1006-215Spragueadapter pIn 80005901 ;
purchase from Schlumberger
Schlumbergerl 1000A Commercial Requlres Schlumberger 40G 26 Bit: ERG-1006-215Spragueadapter pIn 80005901;purchase from Schlumberger
Schlumbergerl 1000 Commercial 5' Cable (001) or 20' cable 40G : ERG-1007-001Sprague(002) * Also requires thicker Remote 20'E RG-1 007-002gasket for donut to clear indexbox:1 hole gasket: FAB-0014-0012 hole gasket: FAB-0014-0024 hole gasket: FAB-0014-003
EMCO #2 1/2 Commercial 40G ERG-1006-216
EMCO Commercial 40G ERG-1006-216
EMCO Commercial 40G ERG-1006-216
EMCO #4 1/2 Commercial 40G ERG-1006-216
EMCO Commercial 40G ERG-1006-216
Dresser All Sizes All Models Commercial 40G Commercial ERT can be 40G ERG-1006-215
with (ID)used for any rotary meter withInstrumentan (ID) Instrument DriveDrive
All Sizes American RPM
Series MetersIncluding TC
and Non-
Commercial Meter must have connector pinwith factory-installed pulseoutput. Purchase ERT fromItron and correct cable Interfacefrom appropriate metermanufacturer (American orDresser). When purchasingERTs for Dresser meters, theDresser Pulser must be version17 or higher to be compatiblewith the ERT.
40GRemote ERG-1007-003American!Dresser/Romet
MercuryCorrectors EC-AT,
MiniMini-AT,Mini-Max
Pressure andtemperatureelectronicvolumecorrectors
Commercial Correctors must have a Fonn Aboard; Form C is NOTsupported. Item #056 PulseScaling Factor: must be set to0 Item #096 Cor Vol Display.Must be set at 1 , 2, 3 or 4Blanks. ERT does NOT supporta setting of 0 Blanks Item #115Output Pulse Code: Must be
set at 1, 2, 3 or 4. ERT doesNOT support a pulse outputcode of
40GRemote : ERG-1007-005
20': ERG-1007-006
Gas ERT Meter Compatibility
tJltron Inc. - 9/17/03
Page 7
Holmes, Dave
From:
ent:
Gfeller, Greg
Thursday, May 20, 20047:22 AM
Holmes, Dave
FW: Blackhawk estimated accounts reportSubject:
-----
Original Message-----From: Wagner, RobSent: Monday, March 08, 2004 5:36 To: Foss, Jackie; Gfeller, Greg; Reimer, TheresaCc: Leaf, Janna; Holmes, NancySubject: Blackhawk estimated accounts report
Hi all
Here is a list of Blackhawk accounts that were estimated at least two months in a row. Please let me know if additionaldata is required or if you need assistance understanding this report. In addition, please pass this on to anyone I may havemissed.
Thanks,
Rob Wagner
A VISTA Utilities Customer Service
Business Analyst
if phone: 509-495-8775if fax: 509-777-5924
mailto:rwaqner~avistacorp.com
iJ PO Box 3727 MSC-34 Spokane, W A 99220
. .
BLACKHWK.xls
. ...
Holmes, Dave
From:
~nt:
Gfeller, Greg
Thursday, May 20, 2004 7:23 AM
Holmes, Dave
FW: EAT purchase from Tri-Pacific SupplySubject:
-----Original Message-----From: Gfeller, GregSent: Thursday, April 01, 2004 8:04 AMTo: Vermeers, RickSubject: ERT purchase from Tri-Pacific Supply
Rick, Please forward as you deem appropriate.
Below is the information posted in the CAA 253822
(This CAR replaces CAA 253623)
Purchase approximately 8300 model 45 ERTS. These are new EATS in inventory at Pacific Gas and Electric. They are
being sold as part of their inventory reduction efforts. Normally we would pay $64.00 for this model EAT. With a broad
scale deployment of EATS such as AMR in Idaho the best price quote so far we have received from Itron is $32.50 perEAT. Since this technology is consistent with our long term AMA direction I am recommending we submit an offer of
$20.00 per EAT. This represents a 70% decrease in what we are paying now and a 40% decrease in what we would pay
with a large scale deployment. With the high possibility of moving forward with Idaho automation in 2005 these EATS
could be used in this effort. This would also allow us to refurbish our current used electric meter inventory with these
EATS in preparation for automation in Idaho.
'fen though we are exceeding the budget in the EAT ER by approximately $180,000 we may still remain under budget in
-ltal capital budget in the meter shop of $610 000. This is because we will focus our efforts on refurbishing the 2000
electric meters we just purchased from Kootenia Electric cooperative for $1.50 each (97% savings over new). As stated
earlier we could add the EATs to these meters while we are refurbishing these units.
Risks are:
These ERTS are being sold as is with no warranty. In conversation with Dave Holmes who is leading the Idaho AMR
initiative we feel this risk in minimal.
If a broad scale AMA initiative is not undertaken in .Idaho we will have approximately 16 years of inventory based on the
fact that we add about 500 new elec~ric ERTS per year. However this inventory may enable us to automate areas that
have not been previously done due to budgetaryconstraints. This would entail an additional expense then on the gas side
of the business to coincide with the electric automation.
If growth is higher than what is forecasted we may exceed our capital budget in order to supply the metering materials
necessary to measure revenue. With a consistent focus on refurbishing our old stock in inventory we will attempt to
mitigate any additional capital expenditures.
Additional Information:
There is $17 775 budgeted in EA 32 for 2004 (AMR)
There is $592,500 budgeted in EA 20 for electric meters. (meters/CTs/PTs)
Total electric meter shop capital budget $610,275.
Holmes, Dave
From:
lent:
To:
Subject:
Gfeller, Greg
Thursday, May 20, 2004 7: 13 AM
Holmes, Dave
FW: Information Package
. ::'
K/,
......:::..;::;;:, .....:..
Avista.doc Avista.ppt
-----Original Message-----
From: Woodworth, Roger
Sent: Thursday, February 06, 2003 11: 16
To: Gfeller, GregCc: Lienhard, TornSubject: FW: Information Package
Greg,
You may find this interesting, given what you re already doing with Turtle, etc/
-----Original Message-----
From: Lienhard, Torn
Sent: Thursday, February 06, 2003 9:38 AM
To: Woodworth, Roger
Subj ect: FW: Information Package
Roger,
I was approached with this technology through the Idaho PUC with this vendor.
is a technology we looked at a few years back and it is now starting to re-emerge.
think we should pursue investigation of this product, who would you like me to sendThanks,
Torn
ThisI f you
it to?
-----
Original Message-----
From: Ron Wilner (mail to: rwilnergplexeon. corn)
Sent: Friday, January 17, 2003 6:34 AM
To: tom.lienhardgavistacorp. corn
Cc: lrosengplexeon. corn
Subject: Information Package
Torn,
I was delighted to speak wi th you and discuss a topic that is certain to
arouse considerable interest among utili ties in the corning months. wi thcornrnerical and product announcements are released during this quarter,
utilities will be in a novel position to explore an array of revenue
enhancements that are sure to improve their financial position.
After reviewing the attached materials I will be available to continue thedialogue. Thanks again for your interest.
Ron Wilner
~lexeon Logistics, Inc.
..LC Operationsrwilnergplexeon. corn
845-565-0256 fax 0510
plexeon
iCH;fiStICELlf1C.
T om Lienhard
Account Executive
A vista Utilities
1411 E. Mission St.
O. Box 3727
Spokane, W A 99220-3727
January 17, 2003
Dear Tom
It was indeed a pleasure speaking with you. I always welcome the opportunity to
extol the virtues of Power Line Communications and Plexeon Logistics, Inc. As
requested I have attached the information package that I believe you will find
both intriguing and informative.
Plexeon Logistics, Inc. is a Power Line Communications network integration and
business intelligence firm operating exclusively in Power Line Communications
(PLC). PLC technology enables utilities to engage in the delivery of advanced
broadband capabilities in both urbanized or rural service areas using their
electrical infrastructure. Regulatory impositions that have traditionally plagued
the Telecommunications industry do not apply to PLC. State Public Service or
Utility Commissions, however, continue to oversee affiliate transactions
deployment of utility resources and matters regarding safety.
Although PLC is an emerging industry, Power Line Communications has finally
come of age. It won t be long before this new broadband approach will be
revolutionizing how people communicate. Power Line Communications offers an
exciting alternative to solutions Qff~red by contemporary telecommunications and
cable providers.
.. .
Power Line Communications represents an excellent opportunity for investor-
owned utilities to capture new sources of revenue. No telecommunications entity
is in this enviable position.Nor do they have the capability to reach all of their
clients. Power Line tecrnology, however, can not only serve the majority of
customers in the:irnmediate urb~.rl and metropolitan areas but also extend to
those previously unreachable rural areas. ,With the changing conditions that has
characterized the area that Avista Utilities serves, current and incumbent
telecommunications service providerswill reach their limit and the need to serve
everyone will become increasingly more difficult. Alternative methods of
transporting information will require that progressive utilities deliver advanced
broadband capabilities that only Power Line Communications can provide. That
is precisely where Plexeon can help.
Plexeon has the technical mastery to enable a smooth and productive transition
into this uncharted territory. Plexeon has years of resident expertise and
plexeon
H::H;:HSll C ELi n
experience in Internetworkirig, Telecommunications and the emerging industry of
Power Line Communications. We can provide a full array of support functions for
investor-owned utilities assuring quality delivery of services and responsiveness
to consumer needs. Plexeon can provide professional consulting services in
those instances where our insight and expertise alone are needed. Finally, we
understand that investor-owned 'utilities have cultivated a climate of devotion to
customer service and Plexe?n ~hares in that rewarding endeavor.
In view of the opportunity that Power Line Communications represents to the
utilities, I will look forward to speaking with you further and to explore the range
of business prospects with you and your team. We would enjoy meeting with you
to discuss these issues at your convenience. I can be reached at 845-565-0256
or via email: rwilnerCQ? plexeon.com
Cordially,
" ,.
Ron Wilner
EVP , Telecommunications OperatiQl1s
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Although A vista continues to monitor residentiallindustrial time-of-use (TOU) programs
and the ways automated meter reading technology can facilitate these efforts, the bottom
line is that with A vista s hydro-based grid, the economic value of load shifting is very
modest. The issue of market design, and the current disconnect between wholesale and
retail power markets, has been the focus of intense discussion in recent months. It has
been generally acknowledged that hourly wholesale power costs vary substantially across
hours, days and seasons , while most customers face fixed retail prices. Thus, customers
have no incentive to cut back usage during periods of high wholesale costs , which would
provide needed relief from wholesale price pressures. As a result, various demand
response mechanisms have been suggested to remedy this problem. TOU pricing has
been studied in some detail, in a variety of pilot and pennanent programs. Puget Sound
Energy s highly publicized ambitious program failed to show customers any substantial
saving, in fact, customers paid slightly more under their new rate even though the utility
suggested they could save money. Idaho Power Company engaged the services of
Christensen Associates to investigate the viability of time-of-use pricing for residential
customers. Their conclusion in short was "Any potential benefits from time-of-use
pricing must be traded off against the costs of the metering equipment and billing system
modifications necessary to record and bill interval usage... .etc.
A vista Utilities has concluded that it is not economically viable to implement a full scale
time-of-use pricing prior to the implementation of an ANIR system to its customers.
While an ANIR system would provide many benefits, its immediate implementation is
not critical for reliability or ongoing business operations during 2003.
Recent analysis perfonned on residential time of use programs (Automatic Meter
Reading Association) currently offered by many of the major electric utilities in the U.
Approximately 100 utilities across the nation were surveyed and the analysis found that
nearly 85% of them have some fonn ofR-TOU tariff filed and approved by their utility
commission. However, the research found that less than 1 % of the served residential
market participates in any of these programs.
A vista Utilities (AU) has looked into the possibility of Automatic Meter Reading (AMR)
on a system-wide basis many times in the past several years. A segment of employees
met regularly to look at the strategic, and/or economic issues of ANIR and how they
relate to AU. Concurrent to the meetings , the major ANIR vendors (and their customers)
were researched. Five utilities in the Pacific Northwest were spoken with to see what
their experience has been with ANIR.
The approximate cost of deploying the ANIR field hardware was obtained by developing
a Net-Present-Value business model using our expected rate of return of 8.91 %. A project
life of 15 years was assumed.
The evaluation of available technology for deployment of AMR in A vista Utilities
service territory showed that the Northern and Southern service territories would have to
be dealt with separately. For the Southern (fonnerly WPNG) service territory, since AU
does not own any poles, the Itron drive-by system makes sense to retain. This is due in
TOU.ANIR
17-
part to the amount of gas meters already on this system, and the high cost to deploy an
AMR LAN/W AN when AU doesn t have the needed infrastructure to deploy it.
AU presently employs 72 meter readers between its north and south divisions 1 . Some of
the meter readers in the South division also do collection/turn off work. Meter readers in
both divisions use the Itron hand held meter reading system.
Per data warehouse, up to and including August 2002, $2 066M has been spent of the
year 2002 budget of $2.2M. Assuming that 100% of the year 2002 meter reading budget
is spent, the average cost to read a meter for AU will be $0.53./ meter month
As of January, 2003, AU's south division has approximately 44,457 Itron ERT 3 devices
installed. In the last several years ERT's have been installed to allow the growing number
of gas meters to be read without increasing the number of meter readers. These ERT
devices are installed on approximately 29.9% of the meters in the south division.
As of January, 2003, AU's north division has approximately 25,157 ERT's installed. In
the last several years 13 012 of these ERT's have been installed for safety or poor-access
reasons. Also, all of the gas-only routes in the Spokane area have 100% ERT meters and
are read by a drive-by van. Currently, the van only reads meters 8 days a month in the
AU north division.
In the last few years AU has also deployed a couple of small (214 meters) electric only
AMR projects using the Turtle system from Hunt. These Turtle systems have been
installed on routes with poor winter access. The Turtle host resides in the electric meter
shop and is not integrated with the Itron host. A meter reader manually enters the meter
reads into an Itron hand held unit. The economic justification of the last installed Turtle
system was at best, marginal.
The Fixed Network beta test for Itron s Blackhawk device is currently in place on 3,000
AU customers in and around University High School. Fixed network release combines a
set of interconnected devices and systems that provide a communications interface
between applications and a variety of endpoint devices including modules attached to
meters. The fixed network database is responsible for the collection, temporary storage
and delivery of preprocessed data to billing and analysis applications. ERTs are attached
to electric, gas or water meters where each ERT records the meter data and tamper status
associated with the meter and ERT. The ERTs then send their data directly to the CCU4s
or through repeaters to the CCU4s for processing. This beta site may be an opportunity
to "test" or "pilot" TaU rates with customers since the technology is already in place.
1 12 in the former WWP division, 60 in the former WPNG division.2 This number assumes only the projected 589,200 G&E meters that are billed are read 12 times a year.3 Electronic receiver/transmitter - a radio-frequency based meter reading device mounted on a gas, electric,
or water meter. It is read with either a hand held unit or with a drive-by van.
TOU.AMR
17-
Broemeling , Mike
Defelice, Dave
Thursday, February 27, 2003 7:40 AM
Jewell, Jim; Woodworth, Roger
Gfeller, Greg; Broemeling, Mike
Idaho Power AMR Order
From:
~ent:
Cc:
Subject:
After reading through the IPUC order and the comments from several intervenor groups, there are some potential
holes in the economic evaluation of AMR/Critical Peak Time of Use systems. According to "The Land and Water Fund of
the Rockies , they have stated that Idaho Power s determination of the system s annual carrying cost of $4 million dollars
only includes the incremental cost of the technology required to facilitate the TOU pricing methodology ($25 million)over
and above the AMR system cost of $47 million. It was stated in the Order that the total AMR/TOU cost is $72 million
($47m + $25 M). I ran these numbers through Avista s revenue requirement model and $25 Million of capital investment
produces a levelized annual cost of $3.5 - $4.0M/vr without any corresponding O&M costs. Therefore, a $72 Million
investment would produces a levelized annual cost of approximately $10million to $11 million , again, without any
consideration for interim maintenance (O&M) costs over the 15-year life of the equipment.
In the Order, reference was made to a study performed by Idaho Power, not the consultant study performed by
Christensen Associates, that the AMR/TOU system costs only $4 million per year and will provide $6 million per year in
benefits. This does not seem realistic to me. Further, the study by Christensen Associates did not address these
economics , it merely designed a TOU critical peak pricing structure.
In conclusion , it seems optimistic that AMR/TOU may produce $6M/yr in benefits for Idaho Power but, the $4M/yr
of carrying costs is very low, at least that would be in Avista s case. I have not run across any official Idaho Power
documents to completely verify their analysis and if anyone has that information it will be interesting to read. There were
many "loose" economic benefits claimed by Christensen Associates regarding load shifting that were challenged
intervenors who claimed that functions such as DSM (fuel switching) would provide more beneficial load and capacity
reductions. The consultant's study concluded that load shifting would eliminate the need for Idaho Power to build
generation and transmission facilities for 200MW of capacity.
you have any questions call me on extension 4919.
Dave DeFelice
Message Page 1 of 1
Broemeling, Mike
From: Gfeller, Greg
Sent: Monday, March 03, 2003 3:24 PM
To: Kopczynski, Don; Defelice , Dave; Broemeling, Mike
Subject: FW: Itron - AMR pricing with Fixed Network assumptions (DRAFT)
(Draft)
In case some of you were wondering what a turnkey AMR TOU capable system would cost.
Turnkey AMR with TOU Total cost approximately $53M
I am forwarding a budgetary bid Itron and I have been working on to implement AMR with operational TOU.
would be able to give the customers web access to their data. (Not real time, 24 hr. old data).
This estimate is for budgetary purposes only..
I raised the the PLC costs of the budgetary bid to $6 739 600 (from $30 a point to $70).
The data is broken out by state
Ongoing monthly communication costs for 2660 CCU4's have not been figured into the ongoing meter reading
expense. This is something telecom could investigate if we want to pursue further. (I would estimate between
$500 000 and $1 M per year)
-----
Original Message-----
From: Rickard, Rob (mailto:Rob.Rickard(Q)itron.comJ
Sent: Monday, March 03, 2003 11:45
To: Greg Gfeller
Cc: Lewis, Ted
Subject: Itron - AMR pricing with Fixed Network assumptions
Greg,
As we discussed last week, here is AMR budgetary pricing that adds Fixed Network coverage for the Washington
and Idaho accounts.
Please feel free to contact Ted Lewis or me if you have any follow-up questions.
Best regards
Rob
------ - --- - --- - --- - - ---
Rob Rickard
Area Technical Manager
Itron , Inc.
509-990-9216 cell
509-232-2341 office
www.itron.conl
05-20-2004
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Message Page 1 of 1
Holmes, Dave
d..
From: Rickard, Rob (Rob.Rickard(g) itron.com)
Sent: Thursday, March 04, 2004 11 :15 PM
To: Holmes, Dave
Cc: Lewis, Ted; Stensland, Dave; Gfeller, Greg
Subject: RE: Itron - Idaho configuration start
Hi Dave
Checking to see if you were able to find a resource to compile this data for initial configuration for the Idaho AMR project.
Call me if you have any questions on this.
Thanks,
Rob
-----Original Message-----
From: Rickard, Rob
Sent: Thursday, February 19, 2004 10:43 AM
To: 'Holmes, Dave
Cc: Lewis, Ted; Stensland, Dave; 'Gfeller,. Greg
Subject: Itron - Idaho configuration startHi Dave
Thanks for taking the time to review your data model with us yesterday, as we said yesterday - well thought out and
assembled. We did find the link on the IPUC web site for all the testimony and exhibits.
Please review the attached document that lists ~tility data Itron uses in FN configurations. As soon as you identify
your data mining resource, I'm proposing that they compile data elements: 1 , 2 , 3, 4, 6, 8, 14(all) - listed in the
document, and send to Itron (me) for initial analysis.
From this we can do several initial configuration tasks: determine retrofitable meters, prepare initial meter density
data, etc. I believe this effort will help us validate our assumptions and will be a great baseline to work from.
Your comments are appreciated and we look forward to working on this.
Best regards,
Rob
- --- --- ---- -- - ---- ------- -- --- -- - - - ---
Rob Rickard
Solutions Executive
Mobile & Network Telemetry
Systems - Sales
Itron, Inc.
509-990-9216 mobile
509-891-3533 office
www.itron.com
,I'
5/19/2004
Systems Engineering Support
Fixed Network Configuration Data Request:Terry Ricks
Document Purpose
In order to create a Fixed Network Configuration that will optimize benefits to a utility, some utility-specific
information is required. This information is used at various levels of detail during the various stages of the
requirements analysis , system design and configuration, and system installation phases. All information
will remain confidential.
Information on the preferred data format and media is included at the end of this document.
Meter Information
Two types of meter information are used: 1) Meter Location Information and 2) Meter Type Information.
The primary purpose of the Meter Location information is to determine relative densities and distribution
of the meters and/or homes in the service territory. The Meter Type Information is used to determine the
scope of the meter retrofits and installation.
Fields below, which are underlined, are required to create the configuration. All other fields are optional
but can serve to provide additignalinformation to support deployment decisions. Not all information will
apply for all meter service types. Where codes are used, electronic copies of the translation tables are
extremely helpful for our analysis. If an electronic copy is not possible, a print out of the translations can
also be used.
Meter Location Information
The following information is needed on a meter-by-meter basis:
Street Address
5 diqit Zip Code
4 diqit Zip Code Extension (Consider as separate field)
Meter Coordinates
" ,
Route ID with Cycle ID
' .
Meter Service Type, (Electric, Gas, Water)
Meter Class (Residential, Commercial, Industrial)
Meter Functionality (KWH , Demand, TaU , IDR, TOU/IDR, Pressure
, ...
Meter Locatioq ,(Indoor/Outdoor)
Meter Reading or Location Instructions/Codes, if applicable
Meter Accessible? - Yes/No
Meter Revenue Class
10.
11.
12.
13.Meter ID
Meter Type Information
The following information may be provided on a meter-by-meter basis in the same file as the
meter location information or in a separate file, with summarized totals by the four fields
identified below. This information is used to perform the meter retrofit analysis.
Underlined fields are required for a retrofit analysis.
Meter Type/Model
' ,
14.
Fixed Network Configuration Worksheet Page 1 of 5
A L
Systems Engineering Support
Fixed Network Configuration Data Request:Terry Ricks
For each meter or meter manufacturer/model:
14.
14.
Meter Manufacturer
Meter Model Tvpe
14.
14.4.
form Number ~ric) / Capacity (Gas/Water)
~(Electric) / Capacity Units (Gas/Water)
Field Descriptions
3. Street Address, 5 digit Zip Code, 4 digit Zip Code Extension
A street address including house #, street name (with type - Rd , Ave
, ...
), and Zip+4 of the meter
location that can be used to determine the physical location of the meter. The first 5 digits and
last 4 digits of the Zip 90d~ should be considered to be separate fields.4. Meter Coordinates
Defines the physical location of the meter. If available, longitude/latitude or State Plane
Coordinates (1927 or 1983) can be used. In the event that coordinates are available , the Street
Address information ab6vei~ not required for network configuration, but will be required in
subsequent phases for installation scheduling.5. Route ID with Cycle ID
Can be used to define implem~~tation schedules.
. ..
6. Meter Service Type
Indicates the type of s rVice measured by the meter.
. ,. ,.
E - Electric
. ; . ,,. '
G .;' ' Gas
" ' ,
W - Water,
; ,
Meter Class
Indicates the service class of the meter.
. , .
R - Residential
C - Commercial
I - Industrial8. Meter Functionality:
Indicates what functionality/type of measurement is supported by the meter. Examples include...
K - KWH
D - Demand
T - TOU
I - IDR (Interval Data Recorder or Load Profile Recorder)
B - TOU/lDR
' "
N - Meter contains instrumentation for temperature or pressure compensation
(G?ls)
Add' other codes as necessary9. Meter Location (Indoor/Outdoor)
Indicates whether the meter is at an inside or an outside location.
,. ,
Fixed Network Configuration Worksheet Page 2 of 5
R O A L
...rJ.
Systems Engineering Support
Fixed Network Configuration Data Request:
I - Indoor
0 - Outdoor
C - Inside Metal Cabinet
Terry Ricks
. ,, .. ,. "
Me~e~ Reading or Location Instructions/Codes
Gives advanced notice of special installation problems (i.e. bad dog) or additional information on
meter location. Thi$. illformation can be used to further define the meter location to determine the
scope of the installation effort. An electronic copy of the translation table is also requested.11. Meter Accessible? - Yes/No
Indicates whether this meter is considered to be accessible for installation of an EAT. This
information is used t6 determine the scope of the installation effort.
Y - Meter is easily accessible
N - Meteris not e~sily~ccessib.
Revenue Class
10.
12.
Indicates the class of revenue for the meter. Codes may be utility-specific.
13.Meter ID
Identification for the meter. Used during installation scheduling.14. Meter Type/Mp,qel., .
" .. .. . , ,
Indicates the mak~,a,n(t moct~l,o(tI:Je 'meter. Meter type information is one of the pieces of
information required to plan ,the installation workload and ordering information.
", . ,
:r;.'i' ,::::i,d"'
:;::,, ..
14.Meter Manufacturer,
The manufad~~~r f hl~' meter.
14.Met~r" ModellType:
The model identifier of the meter. For electric meters, this information defines the
general type Of 'device (TOU, IDR, Demand
, ...
) and whether or not this is a socket or A-
base meter (for inshihce 130S vs. 130A).
14.Form Numbe""(Eh~ctric) / Capacity (GaslWater)
Electric - Indicate'
~,
the fofrhriLJrriber.
Gas/Water - Indicates the capacity of the meter.
14.Voltage (Eh~6tric)1 Capacity Units (GaslWater)
Electric - Indicates the voltage of the meter.
Gas/Water - Indicates the capacity measurement units
C - Cubic Feet per Hour (CFH)
G - Gallons p~r?Hdu
Others...
?'" "" !,.\;.:,' .. '' ',';; ; !., '' ,. .: ',; ,':, .'
', I.
' .... ~ '. '. . ..,.. .
1, '
,\,\. .
, I
Fixed Network Configuration Worksheet
C 'l D I A
Page 3 of 5
, ,.
Systems Engineering Support
Fixed Network Configulation Data Request:Terry Ricks
Electric Light Pole Information
. ... , .. ...
.:d
Pole information is used in $econdary stages of the definition of the system configuration to determine
potential Concentrator and Repeater location in the proposed area. This information in conjunction with
the meter location information can be used to generate implementation maps. Underlined fields arerequired.
For each electric & light poles in a service territory:
1. Pole ID
2. Pole Location/Coordinates
3. Pole Type
.,,: ':'..
4. Secondary voltage? - Yes/No
5. Pole Owned by Utility? -Yes/No
6. Space Available on Pole? - Yes/No
Field Descriptions_
' ,.~;
1. PoleJDi'i
' .,"~.
Unique identifier for the pole.2. Pole Locatl6njC66~dinat
Defines the physicalloC'ation ofthe 'pole.
1983), or street addresses may be used.
3. Pole Tvpe
. '.,'. ,
Identifies the type of pole.
L - Light Pole
.. .,
E - Electric Power Pole
P - Pad-mount Transformer
Longitude/latitude, State Plane Coordinates (1927 or
Add other codes as necessary4. Secondary voltage? - Yes/No
When there is a choibetof' poles available Jor system usage, this information will be used to
prioritize pole$ with existing secondary voltage.
';.
: : . r
. .'.! . ,. ;'
5. Pole Ow~~dbyUti.lity? ;.Yes/No
Identifies whether the PQJ~ b~l~ng~ to this utility or another entity.6. Space Availa~'e n Po ~ Yes/
. " , .., ." "': ..' '
Indicates whether space is avail9-ble on the pole for CCU placement.
Fixed Network Configuration Workshee~Page 4 of 5
. , ..,... ,
n ..
Systems Engineering)3upport
, . ",:: ,\' .' ., . .
Fixed Network Configuratiofl D~ta Request:Terry Ricks
Data Format
, .
The preferred format for all of the req'ested information is a Dbase IV (.dbf) file or an ASCII text file (.txt)
with character-delimited fields. Characters such as a comma (,), semi-colon (;), or vertical bar (I) which
would not be found in the data are suggested as the delimiter. Information can also be accepted in fixed-
width format. Additionally, Maplnfo tables can be accepted. The information may be broken into
segments such as service territories or districts to limit the size of the individual files. Files compression
in a 'zip' format is acceptable.
Where applicable, non-point, mappable data (such as boundaries or other lines) can also be accepted in
Arclnfo export file format (.EOO) in single-precision, non-compressed mode.
Media
Data is acceptable on severalforrns ofmedia: 1.44Mb diskette (Zip compression is allowed) or CD-ROM.
Data can also be E~rnaiJ,to directly to the account executive or area technical manager. Arrangements
can be made for FTP:transfer~of d~ta.lf data is, zipped into a file less than 10MB, it can be emailed to
terry. ricks
(g)
itron.com.
. '' ,. .. . " ,, '
' J.
. " . . ,. ,." .:: .., ;'. . ,. ' ,,:. :.' ,:. ,' '
1: .
, .. '.. '
Fixed Network Configuration Worksheet Page 5 of 5
N F I E N T I A
Message Page 1 of 1
Holmes, Dave
From: Gfeller, Greg
Sent: Friday, April 11, 2003 2:50 PMTo: Holmes, Dave
Subject: FW: Itron - AMR pricing with Fixed Network assumptions (DRAFT)
-----Original Message-----
From: Gfeller, Greg
Sent: Monday, March 03, 2003 3:24
To: Kopczynski, Don; Defelice, Dave; Broemeling, Mike
Subject: FW: Itron - AMR pricing with Fixed Network assumptions (DRAFf)
(Draft)
. In case some of you were wondering what a turnkey AMR TaU capable system would cost.
. '
r~.
\..
..,~-e
Turnkey AMR with TaU Total cost approximately $53M j. I
. ,....
I am forwarding a budgetary bid Itron and I have been working on to implement AMR with operational TaU.
would be able to give the customers web access to their data. (Not real time, 24 hr. old data).
This estimate is for budgetary purposes only...
I raised the the PLC costs of the budgetary bid to $6 739 600 (from $30 a point to $70).The data is broken out by state
. Ongoing monthly communication costs for 2660 CCU4's have not been figured into the ongoing meter reading
expense. This is something telecom could investigate if we want to pursue further. (I would estimate between
$500 000 and $1 M per year)
-----Original Message-----
From: Rickard, Rob (mailto:Rob.Rickard(g)itron.com)
Sent: . M:Oi:lday;'MaJch;o-3:;:'20Q3:1rt:45:!A~7'.' f
To: Greg GfellerCc: Lewis, Ted
Subject: Itron - AMR pricing with Fixed Network assumptionsGreg,
As we discussed last week, here is AMR5udgetary pridngttrat'add'sFixe'a Network coverage for the Washingtonand Idaho accounts. :; /J. fj/o
Please feel free to contact Ted Lewis or me if you have any follow-up questions.
Best regards
Rob
-- -- --- ---- -- --- ---~---
Rob Rickard
Area Technical Manager
Itron , Inc.
509-990-9216 cell
509-232-2341 office
www.itron.com
7/29/2003
Holmes, Dave
~ubject:
ocation:
AMR Discussion with IPUG Auditors
Rates Wark room
Start:
End:
Wed 4/21/2004 10:00 AM
Wed 4/21/200410:30 AM
Recurrence:(none)
Meeting Status:Accepted
Required Attendees:
Optional Attendees:
Falkner, Don; Gervais, Linda; Holmes, Dave
Folsom, Bruce
Despite informing them there are no Revenue Requirement dollars in our Idaho case, Patricia Harms and Kathy
Stockton would still like to spend some time talking about AMR, as it mayor may not apply to Idaho. Possibly
touch on some of the smaller things we are already doing or already have done in Idaho. Remember, our only
proposal at this point in time is for all Idaho AMR costs to be capitalized like any other long-term capital
project. Ultimate rate recovery will wait for a later day. Might be useful to review the testimony that we filed
just to make sure we are consistent.
( ,
Page 1 of 2
Gervais, Linda
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Sent:
To:
Cc:
From: Gervais, Linda
Wednesday, May 21, 2003 3:34 PM
Norwood, Kelly
Anderson, Dana; Kalich , Clint; Powell, Jon; Bryan, Catherine; Foss , Jackie; Heyamoto, Dave;
Young, Douglas; Falkner, Don; Holmes, Dave
Subject: IPUC/IPC AMR Workshop
Kelly,
As you are aware , on Monday, (5/19) we attended the IPUC/ldaho Power Co.
workshop regarding Idaho Power s recently filed (commission ordered) AMR Report. FYI , the
following is the IPC AMR Report Chronology:
. May 13, 2002 - Order 29026 IPUC directs IPC to report on TOU metering by September
, 2002
. June 28 2002 - lAP No mention of TOU/AMR for residential sector
. September 12 , 2002 - PC TOU study concludes critical peak TOU pricing may have
potential
. January 17, 2003 - IPC response to TOU study comments - no further commission action
needed, asks to close docket
. January 30 2003 - AnnuallPC DSM report - IPC TOU study barely referenced
. February 21 2003 - Order 29196 orders IPC to submit a plan by March 20, 2003 to
replace existing meters with advanced meters
. March 12, 2003 - I PC appeals order 29196 and requests stay
. April 15, 2003 - Commission agrees to request for stay, directs IPC to file AMR report
and sets public workshop for May 19, 2003
. May 9 2003 - IPC AMR report concludes "plain vanilla" AMR not prudent investment...
The workshop began with a presentation from Duane Van Patten of Idaho Power on their
AMR report followed by a question and answer session. IPC AMR Report concluded that:
AMR is not a prudent investment at this time
. Cost of AMR is not justified based on savings from manual meter reading expenses
. IPC customers would not break even until 2024
. IPC recommends that IPC and IPUC continue to monitor and assess AMR developments
Vendors and consultants were then given time to make presentations before the lunch break.
The afternoon session was reserved for staff questions to Idaho Power regarding their
report. The staff had about 15 questions prepared and Idaho Power had the choice
to respond either at the time or by written form depending on the confidentiality of the
question. IPC received the questions 5 minutes prior to the workshop reconvening. Upon
conclusion of this workshop, the staff and other interested parties will have the opportunity to
file comments and IPC will respond. A decision memo will result and be provided to the
Commissioners. There is still the possibility that this could go to hearings. Personally, I think
IPC could have come better prepared , I believe there is a bit of a disconnect between them
and staff and it was obvious that the issue between AMR vs TOU (technology vs pricing) has
still not been clearly defined.
05-19-2004
Page 2 of 2
At this time, Avista Utilities could have responded to most of the questions asked. Although
we do not have a current "formal" report , we do keep informed of the technology and its
benefits as they pertain to AU. I will continue to follow these procedures very closely. Based
on the staff's comments, the Commissioners are very interested in AMR and I believe there is
a good chance IPC will in the very near future be ordered to automate.
If you have any questions , please feel free to call me.
Thanks!
Linda
4975
05-19-2004
Kopczynski, Don
From:
~ent:
Woodworth, Roger
Monday, August 18 2003 1:11 PM
Kopczynski , Don
Morris, Scott
FW: Tax question , with attahcment!
~c:
Subject:
Don
What's status of review, particularly for Idaho jurisdiction?
When running analysis re: cash impact, be sure to include new depreciation rule, per note and attachment.Let us know, thanks
Roger
JGTRRAO3L TRdoc
-----
Original Message-----
From: Hanson, BobSent: Thursday, August 14, 2003 8:25 AMTo: Woodworth, RogerSubject: RE: Tax question, with attahcment!
Bonus is really a misnomer. What the law allows is an acceleration so that you effectively get to write off 50% of the
investment in the first year of service, regardless of the normal tax life. There is no real catch. All plant addtions qualify,
unless they were under construction prior to the beginning of 2003. Unfortunately that eliminates Coyote Springs fromqualifying, but all of our normal plant addtions in 2003 will qualify. The bonus depreciation does not apply to real estate.
It is a nice cash flow incentive, but does not impact earnings because we are required to defer the tax benefit for
accounting purposes. Bounus depreciation was originally adopted as a recovery stimulus after 9-11 at a rate of 30%. It
was increased to 50% this year as part of an economic stimulus package.
----
-'Original Message-----
From: Woodworth, RogerSent: Wednesday, August 13, 2003 2:59 To: Hanson, BobSubject: FW: Tax question, with attahcment!
oc::oc:: File: JGTRRA03L TRdoc
::-::------
Original Message-----
From:. Woodworth, RogerSent: Wednesday, August 13, 2003 2:58 To: Hanson, BobSubject: Tax question
Bob
See attached. What does this 50% bonus do anything for us, if anything? Any restriction on the type of asset that
qualifies? In other words, what's the catch...
Roger
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Baker, Mark
rom:
Sent:
To:
Subject:
Baker, Mark
Monday, August 18, 2003 2:47 PM
Holmes, Dave
Meter Reading Expenses 1995 - 7/2003
Here s a summary of the meter reading expenses 1995 to July 2003 (all locations for account x902.xx).
...-
tid
Meter Read Exp 1995 .
July 200...
I have a detail file for each year but each file is large (8 to 1011:8) and outlook looks. up each time I tried to send
them. I f you want to see the details please stop by my computer.Mark Baker
Regulatory Contracts Technician
Transmission Operations
A VISTA Corp.
(509) 495-4864
...
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From:
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Cc:
Subject:
Myers, Gregory (Gregory.Myers~itron.com)
Wednesday, August 27 2003 11 :01 AM
Holmes, Dave
Rickard, Rob; Lewis, Ted
Demand Reduction and consumer interface ballparks
Hi Dave,
We conducted a direct load control event in Spokane on August 1.. The high temp was deg. The event was conducted between 4: 30 pm and 7: 00 pm using a 2 degree offset. We
saw an average demand reduction of 2.18 kW and a peak reduction of 2.62 kW per home. . We
quote that on average you will get about a Z-kW" reducti:oIrp-er'oomer'witIt:,"ct'3-:""(fe'gree'
,(;1-:ErS:e't ~ .
. .
DU'E""' "it'dae~!.:etepellQ-.,',arF" -t'trE!':'~'a'Ve'ra:ger:; c-xiIitrte. i.i1.:4tIt&~-ctrear;~-~-~
Small quantities are treated like a trial and we can provide separate trial pricing.
we talked about during your st visit, the solution isn t commercially available or
priced yet, but I can provide ballpark pricing for the Residential Energy Management
Solution.
Energy Gateway (controls thermostat and reads ERTs) = $237
Digital Controllable Thermostat = $172Installation = $75
or $242 per kW (using 2 kW on average)
On your original question about the consumer interface pricing, we can reduce down to
C$'orC4-u-tdo'ffs:;;mre:,r!mOfi1th.
~.
However, our partners are requiring a cormni tment minimum of
1: .'2':~:
' .
~ 0' 01"" ':c o-rIs'Uirre- r. $" :,t:~~ 's:-t:ai'rt:"'.cr rret' ,t CFdrd:h l 'i,OTIa'; b' JIToe~' ~e'-
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i*E#~~~1. But, that may be something we can work out when' we l1av~ ~ultipi~ utilities .
wanting to purchase the application through Itron. There will also be interface work
that will have to occur and which will be charged at an hourly rate plus materials andtravel.
Gi ve me a call if you have questions. I'll be traveling the next couple of days
beginning this afternoon, but will get back to you as soon as I ca~.
Thanks,
Greg
-----Original Message-----
From: Holmes, Dave (mail to: DHolmes (gavistalabs . com)
Sent: Wednesday, August 27, 2003 8: 19
To: Myers, GregorySubject: RE: Is Wednesday soon enough?
Greg, I f there any information documenting the energy savings by turning
the thermostat down 2 degrees. I also an interested in budgetary pricing of
these units in the 10 to 20,000 quantity.
Dave
-----Original Message-----
From: Myers, Gregory (mail to: Gregory. Myers (gi tron. com)
Sent: Monday, August 25, 2003 3: 40
To: Dave Holmes (E-mail)
Subj ect: Is Wednesday soon enough?
Hey Dave,
Had some things come up this morning. I will get a ballpark price on
Wednesday. Initially, I don t think it will be a lot different than what we
discussed, except you would be able to pay as you get customers to sign
and pay for the service. However, we may have certain levels or blocks you
would have to purchase in since the in.frastructure is the same whether it 1 or 1000 consumers. .
Thanks,
Greg
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Page 1 of
McCarthy, Dick
. ."... ........ ..,.. . .,. '.".....
U....
",... ..... ."..
From: Tweedy, Erik (Erik.Tweedy~itron.com)
Sent: Friday, October 10, 2003 9:25 AM
To: dmccarthy~avistacorp.com
Subject: Blackhawk Test Site
Dick, I received your voicemail on Thursday and am following up with this e-mail to detail what I am looking for. I
am looking to collect data from 3 specific EAT modules in the test area and to also have the EATs removed from
the field and replaced. I have listed the EAT IDs below.
EAT IDs:
41572932
41573319
41573365
I am ordering you a case(96) of replacement EATs to cover these 3 and other EAT failures that you are seeing in
this area. As you may be aware from conversations with Jeff Sanders, we are investigating a microcprocessor
issue with certain 45 Series EATs, and Avista has the "suspect" EATs in the Blackhawk test area.
I will follow up with you on Monday the 13th to schedule this field visit. It shouldn t take more than an hour to get
the data and replace the three Meter/EATs.
Thank you
Erik
05-20-2004
AMR Rate A 1W ro val team
Room 412, October 17, 2003
Attendees:
Linda Gervais
Dick McCarthy
David Driscoll
Bruce Folsom
Greg Gfeller
Action List
Contact Idaho Power
re: tech issues
Schedule phone
conference w /IPU C
staff
Cost-Benefit
Anal sis
Prepare testimony
Create
implementation plan
Dick Monday, October
20, 2003
Friday, October 24
2003
Bruce
Dave DeFelice
BrucelLinda
Dick
By November 7
By November 7
0 IPUC focus with Idaho Power was load control which would be
aided by time-of-use information. Goal was to avoid building
more dams
Idaho Power couldn t generate information needed without
AMR so they were mandated to install AMR
What do we need to do?
Three legs to the stool (I tried to make this look as bad as my
notes
Cost
Benefit
analysis
Implementation
Plan
Testimony
Key Deliverables for the team
Data necessary to support the Idaho Rate case
Implementation plan
Executive Summary
Detailed report and analysis
Testimony
Focus on telling the whole story
Important question to answer tegarding creating an impiementatioll
plan: How would we spend the $4mm requested if we are
app roved?
Check - in next Wednesday.
Knowledge to Shape Your Future
Avista Utilities Meter Shop Visit - Trip Report
Submitted B :
De artment Name:
Date Submitted:
Customer/Locations:
Customer Contacts:
Customer Number:
Phase CodefTask Code:
Ticket Number:
Pro ect Mana er:
Account Executive:
MNTS Solutions S ecialist:
Itron Distribution List:
Pur ose
Problem StatemenVGoals:
Current Status:
Avista Attendees:
Itron Attendees:
Activit Summar
Meetin Date and Time:
Summary of Discussion:
Other:
Action Items:
Business 0 ortunities:
Broemeling, Mike
Page 1 of 2
From: Holmes, Dave
Sent: Monday, November 24 20034:26 To: Broemeling, Mike
Subject: Meter Read Exp thru July 2003.XLS
8/15/2003
Meter Reading Expenses
Jan-Jun 2003
Sum of TRAN AMT
LOCATION Total
48.
196 592.
413 085.
260 856.
929.
93.
4,434.
901 145.
907 76,493.
910 696.
911 607.
912 385.
913 378.41
914 975.
915 717.
917 523.
922 078.45
923 530.46
926 40.
927 904.
930 133 329.
932 072.
933 165.
936 182.
942 991 .46
956 459.
960 178 139.
970 732.
971 025.
973 018.
974 556.
975 195.
976 155.
Grand Total 639 543.
48.
567,421.
05-20-2004
901
907
910
911
912
913
914
915
917
922
923
926
927
930
932
933
936
942
956
960
970
971
973
974
975
976
48.
697 039.44
553 374.
366 851.
969.
121 .
548.47
239.
108 275.
139.42
306.
797.
224.
121.
941.40
785.
932.
1 ,412.
40.
517.
187 787.
621.
979.
182.
636.
683.
254 146.
562.
897.
753.
69,402.
105.
530.
774 927.
48.
247 659.
05-20-2004
Page 2 of 2
754 761.18
260 856.13
929.14
93.20 Common OR & CA
4.434.Common WA &
639 543.
072 776.
366 851.
969.
121.
548.47
774 975.
Avista Utilities
Rate Impact of AMR by Service Jurisdiction
Approximate based upon YTD 2001 Revenue and Gross Margin
15 Year Life
Mtr rdg costs wlo AMR - Levelized Revenue Requirement
69%31%
Meters
Capital Investment
Cost per Meter/mo
#REF!
296 023
#REF !
Revenue
AMR $ Impact
AMR%
400 000 000 $275 000 000 $
00%
125,000 000
387,448
31%
Margin
AMR $ Impact
AMR%
285 383 501 $196 201 157 $
00%
89,182 344
387,448
43%
Meters
Capital Investment
Cost per Meter/mo
65%35%
112 302 #REF!
7,486 744 996,435
#REF !
138 064 089 342 202
219 777
00%30%
530 798 901 199
219 777
00%96%
Revenue
AMR $ Impact
AMR%
212,406 290 $
Margin
AMR $ Impact
AMR%
65,431 997 $
80%20%
Meters 583 699
Capital Investment 230,267 932 170
Revenue 236,410 789 128 18,447 282
AMR $ Impact
AMR%00%00%
Margin 035,376 028 301 007 075
AMR $ Impact
AMR%00%00%
Notes:
1. Assumes 5% annual escalation rate for Meter Reading Costs (Acct 902)
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Idaho AMR Billing & Customer Service Analysis
State Service Reason Number Reduction
BANKRUPT
CANCELLED IN ERROR
CLOSE DATE
CLOSE READ
DISPUTED BILL
ERROR
INCORRECT OPEN READ
LOW ESTIMATE
LOW READ
METER INSTALLED
OPEN DATE
OVER ESTIMATE 405
OVER READ 191
RATE SCHEDULE CHANGE 347
STOPPED METER
G Total 230
BANKRUPT BANKRUPT
CANCELLED IN ERROR CANCELLED IN ERROR
CLOSE DATE 539 CLOSE DATE
CLOSE READ
CONVERSION CODE CONVERSION CODE
DISPUTED BILL DISPUTED BILL
ERROR 355 355 ERROR 132
HIGH DEMAND
INCORRECT METER MULTIPLIER INCORRECT METER MULTIPLIER
INCORRECT OPEN READ 64 INCORRECT OPEN READ
LOW ESTIMATE 253 253 LOW ESTIMATE 145 145
LOW READ 127 127 LOWREAD
METER INSTALLED METER INSTALLED
MIXED METERS MIXED METERS
OPEN DATE 276 OPEN DATE 219
OVER ESTIMATE 848 848 OVER ESTIMATE 4243 4243
OVER READ 129 129 OVER READ 880 880
RATE SCHEDULE CHANGE RATE SCHEDULE CHANGE
SETTLEMENT ON ACCT SETTLEMENT ON ACCT
STOPPED METER 167 STOPPED METER 135
TAX ADJUSTMENT TAX ADJUSTMENT
E Total 117 805 984 383
BANKRUPT CLOSE DATI
CANCELLED IN ERROR CONVERSIC
CLOSE DATE 228 DISPUTED e
CLOSE READ 16 ID ERROR
CONVERSION CODE INCORRECT
DISPUTED BILL INCORRECT
ERROR 171 171 ID LOW ESTIMI
INCORRECT METER MULTIPLIER LOW READ
INCORRECT OPEN READ 32 ID METER INSl
LOW ESTIMATE 89 ID MIXED METE
LOW READ 61 ID OPEN DATE
METER INSTALLED OVER ESTI~1546
MIXED METERS OVER READ 803
OPEN DATE 622 RATE SCHEI
OVER ESTIMATE 770 770 ID SETTLEMEN
OVER READ 963 963 ID STOPPED M
RATE SCHEDULE CHANGE TAX ADJUSl
SETTLEMENT ON ACCT 641
STOPPED METER
TAX ADJUSTMENT
G Total 113 102
CLOSE DATE
LOW ESTIMATE Idaho Total 907 25 (15 Minutes)
LOW READ 477 (0.25. 2477 = Total Hours)
OVER ESTIMATE Time required for rebill =27.75 ($40 000 p/yr, Loading = 50%)
E Total Multiplied by Idaho Total = 730 ($29.2.477 hrs = expected annual savings)
BANKRUPT CSR Average Loaded Labor Rate p/hr =
CANCELLED IN ERROR Labor Rate Times Hours =
CLOSE DATE 382
CLOSE READ
CONVERSION CODE
DISPUTED BILL
ERROR 202
INCORRECT METER MULTIPLIER
INCORRECT OPEN READ
LOW ESTIMATE
LOW READ
METER INSTALLED
MIXED METERS
OPEN DATE 633
OVER ESTIMATE 432
OVER READ 045
RATE SCHEDULE CHANGE
SPECIAL PROGRAMS
STOPPED METER
G Total 096
BANKRUPT
CANCELLED IN ERROR
CLOSE DATE 210
CLOSE READ
CONVERSION CODE
DISPUTED BILL 229
ERROR 792
HIGH DEMAND
INCORRECT METER MULTIPLIER
INCORRECT OPEN READ 144
LOW ESTIMATE 663
LOW READ 233
METER INSTALLED
MIXED METERS
OPEN DATE 192
OVER ESTIMATE 646
Prepared by Mike Broemeling AMR Cust Svc Savings. xis November 5, 2003
Idaho AMR Billing & Customer Service Analysis
State Service Reason Number Reduction
OVER READ 595
RATE SCHEDULE CHANGE 117
SETTLEMENT ON ACCT
STOPPED METER 359
TAX ADJUSTMENT
THEFT OF SERVICE
E Total 553
BANKRUPT
CANCELLED IN ERROR
CLOSE DATE 512
CLOSE READ
CONVERSION CODE
DISPUTED BILL
ERROR 428
HIGH DEMAND
INCORRECT METER MULTIPLIER
INCORRECT OPEN READ
LOW ESTIMATE 196
LOW READ
METER INSTALLED
MIXED METERS
OPEN DATE 297
OVER ESTIMATE 959
OVER READ 2,466
RATE SCHEDULE CHANGE
SETTLEMENT ON ACCT
STOPPED METER
G Total 9,436
Grand Total 556 907
Data Source: Corporate Data Layer; November 1 , 2002 through October 31, 2003; Query Name: JZZYG5 Idaho AMR
All
168
662
916
867
541
921
083
Billing
546
871
610
729
522
985
271
CSR Contact
622
791
306
138
019
936
812
Prepared by Mike Broemeling AMR Cust Svc Savings. xis November 5, 2003
t::\
TBl9m www.~cs.com
.....
Istribution
Control
Systems InJanuary 20, 2004
945 Hornet Drive
Hazelwood MO 63042-2338
314-895-6400
Dave Holmes
A vista Utilities
1411 East Mission
O. 3727
Spokane, W A 99220-3727
RE: The Power of the TW ACS Outage Benefits
Dave;
Greetings and Wishes for a Prosperous 2004!
( .
I have enclosed a copy of a recent article that was presented in Utility Automation and
Engineering/T &D in the last issue of 2003. It describes the devastating effects that
HulTicane Isabel had on the Rappahannock Electric Cooperative s (REC) electric
distribution system and the role that REC's TW ACS AMR system played in the restoration
process. This article provides good insight into the significant value that the TW ACS
pinging" capability can provide in the outage restoration process. It illustrates how the
system can be used to direct restoration activities , establish the completeness of restoration
activities prior to relocating crews , and then to address individual customer problems
without requiring a field visit by their scarce labor resources.
I am looking forward to having further discussions with you about how A vista Utilities
might benefit from the deploynlent of a TW ACS system in your Idaho territory. As your
planning process progresses, if you wish to discuss the system s outage or other
capabilities in order to define the overall potential value of the installation, please let me
know and we will arrange.
Please note that I have recently relocated my California office and my new contact
information is provided below.
Director - Utility Solutions
66 Maryland A venue
Berkeley, CA 94707
Fax: 510.528.5133
Mobile: 510.691.3664
Office: 510.528.3038
kcornish 0) twacs. com
Enclosure
An ESCO Technologies Company
Message Page 1 of 2
Holmes, Dave
.. .......
.- O.
..-..
From: Rickard, Rob (Rob.Rickard(Q)itron.com)
Sent: Friday, March 05, 2004 11 :02 AM
To: Holmes, Dave
Subject: RE: Itron - Idaho configuration start
Thanks Dave. I a;so passed this along to Ted Lewis regarding the open positions.
-----Original Message-----
From: Holmes, Dave (mailto:Dave.Holmes(Q)avistacorp.com)
Sent: Friday, March OS, 2004 7:41
To: Rickard, Rob
Subject: RE: Itron - Idaho configuration start
Still working on it. I lost another engineer this week. I have two BSEE positions open to the outside. If you know
someone who is looking, have them submit applications by 3/8.
Dave
-----Original Message-----
, ,
From: Rickard, Rob (mailto:Rob.Rickard(Q)itron.com)
Sent: Thursday, March 04, 2004 11:15
To: Holmes, Dave
Cc: Lewis, Ted; Stensland, Dave; Gfeller, Greg
Subject: RE: Itron - Idaho configuration start
Hi Dave
Checking to see if you were able to find a resource to compile this data for initial configuration for the Idaho
AM R project.
Call me if you have any questions on this.
Thanks,
Rob
-----
Original Message-----
From: Rickard, Rob
Sent: Thursday, February 19, 2004 10:43 AM
To: Holmes, Dave
" . .
Cc: Lewis, Ted; Stensland, pave; 'Gfeller, Greg
Subject: Itron - Idaho configuration start
Hi Dave,
Thanks for taking the time tb'review your data model with us yesterday, as we said yesterday - well
thought out and assembled. We did find the link on the IPUC web site for all the testimony and
exhibits.
Please review the attached document that lists utility data Itron uses in FN configurations. As soon as
you identify your data mining resource, 11m proposing that they compile data elements: 1 , 2, 3, 4, 6, 8
14(all) - listed in the document, and send to Itron (me) for initial analysis.
From this we can do several initial configuration tasks: determine retrofitable meters, prepare initial
meter density data, etc. I believe this effort will help us validate our assumptions and will be a greatbaseline to work from.
Your comments are appreciated and we look forward to working on this.
Best regards,
5/19/2004
Message
Rob
- -- - - - - - - - - - - - -- - - --- - -- - -- - - -- - - - - ---
Rob Rickard
Solutions Executive
Mobile & Network Telemetry
Systems - Sales
Itron, Inc.
' , , ' '
509-990-9216 mobile
509-891-3533 office
www .itron.coln
This message was scanned for viruses! !
:" I"
, ," \',,(
5/19/2004
Page 2 of 2
McCarthy, Dick
From:
tent:
ro:
Subject:
Gfeller, Greg
Tuesday, March 09, 20048:10 AM
McCarthy, Dick
FW: Blackhawk estimated accounts report
Dick, FYI
These are accounts that meter reading or Theresa will make sure we are billing correctly.
Is there a way we can take care of these? Or are all these our problem with failed erts or bad reads??
Greg
-----
Original Message-----
From: Wagner, RobSent: Monday, March 08, 2004 5:36 To: Foss, Jackie; Gfeller, Greg; Reimer, TheresaCc: Leaf, Janna; Holmes, NancySubject: Blackhawk estimated accounts report
Hi all,
Here is a list of Blackhawk accounts that were estimated at least two months in a row. Please let me know if additional
data is required or if you need assistance understanding this report. In addition, please pass this on to anyone I may have
missed.
Thanks
Hob Wagner
AVISTA Utilities Customer Service
Business Analyst
phone: 509-495-8775
fax: 509-777-5924
mailto:rwaaner(g)avistacorp.com
~ PO Box 3727 MSC-34 Spokane, W A 99220
BLACKHWK
xls
ron Electric I Gas I Water
Infom1ation collection, analysis and application
March 19, 2004
2818 North Sullivan Road
Spokane, WA 99216
509.924.9900 Tel
509.891.3355 Fax
www.itron.com
Dick McCarthy
A vista (Spokane Electric)
1411 East Mission Avenue
Spokane, VV 99220
Dear Dick,
This letter is in reference to the electronic ERT data files you currently receive via email. You
are receiving this letter because you are listed as the primary contact regarding ERT data files.
Please inform any other parties in your company who may need the information contained in thisletter.
Effective June 1 S\ Itron will be implementing a modification to the ERT data file layout. All
fields will remain the same with the exception of the ERT Serial Number field. The ERT Serial
Number field will be expanded from 8 digits to 10 digits. In the event the ERT serial number
contains only 8 digits, there will be two blank spaces at the end of the field.
Please note that there are no other changes:
You will continue to receive ERT data for ALL ERT shipments, including shipments to
Meter Manufacturers. Please remember that Itron cannot guarantee that ERTs shipped on
your behalf to a third party are the ERTs you will ultimately receive. The ERT data files
include shipping information so that you mow when the ERTS were shipped andwhere
the ERTs were delivered. This will allow you to eliminate files you do not wish to keep,
such as those for shipments delivered to a third party.
The e-mail subject line will continue to contain the name of the attached file. (This is
your Itron customer number.) And, the email will contain a standardized message:
Attached is an ERT data file. If you have questions or concerns, please contact
Customer Care at 800-635-8725 or mailto:support~itron.com and your Sales Planner
can assIst you.
File Layout - Please see the enclosed ERT Data File Layout document for specific
details.
VV e understand that this information is key to your business and have done our best to design the
automated ERT data file process to provide you with comprehensive information in a timely
manner. Please feel free to contact me if you have any questions or concerns. I can be reached at
800-635-8725 , or by email at support~itron.com noting my name in the subject line.
Sincerely,~J~
Tracie Zanol
Itron Customer Care
encl.
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Holmes, Dave
,,=. .k ..'.. .,..
From: Rickard, Rob (Rob.Rickard(g)itron.com)
Sent: Tuesday, April 06, 2004 6:20 PMTo: Holmes, Dave
Subject: Itron - ERT installation discussion
Page 1 of 1
Hi Dave
Ted mentioned that you are interested in talking about ERT installation options. Let me know what a good time is to start
these discussions. 11m traveling through Thursday this week, back in the office on Friday. Next week is up in the air at this
point. Give me a date and time and 1111 put it on my calendar.
Look forward to working with you on this.
Rob
------- ---- --- - ------ ---- --- ---- -- ----
Rob Rickard
Solutions Executive
Energy Market ~roup
Itron, Inc.
509-990-9216 mobile
509-891-3533 office
wwwjtron.com
5/19/2004
Message Page 1 of 1
Holmes, Dave
From: Rickard, Rob (Rob. Rickard (Q) itron.com)
Sent: Wednesday, April 21 , 2004 2:38 PM
To: Holmes, Dave
Subject: Itron - RFI & Oregon Gas ERTs
Hi Dave - two items:
First, checking to see how you and your team are coming on the contractor RFI, and checking to see if there is any
additional help that I can provide. Please let me know.
Secondly, how are you coming with identification of the types and quantities of gas ERTs for the remaining Oregon /
California accounts. As we discussed , lid like to put these on reserve to help ensure we don t lose the correct mix to
another sale.
Thanks,
Rob
- - - - - - - - - - - - -- -- - - -- - - - -- -- - - - - - - - - -
Rob Rickard
Solutions Executive
Energy Market Group
Itron, Inc.
509-990-9216 mobile
509-891-3533 office
www .itron.com
5/19/2004
Message Page 1 of 2
Holmes, Dave
...'...." ... .. .... .""......
From: Rickard, Rob (Rob. Rickard ~ itron.com)
Sent: Friday, May 07, 2004 9:30 AM
To: Broemeling, Mike
Cc: Holmes, Dave; Halpin, John
Subject: Itron - P4 Q&A
Hi Mike
Just to confirm our call:
Tuesday 5/11 at 10am
Call in: 888-214-8436
Pass: 8913533
Talk to you then
Rob
-----
Original Message-----
From: Broemeling, Mike (mailto:Mike.Broemeling(9)avistacorp.comJ
Sent: Thursday, May 06, 2004 6:39 AM:;,
To: Rickard, Rob
Cc: Holmes, Dave
Subject: RE: Itron - fixed network question
. .
Thanks for getting back to me so quickly.
What I'm trying to do is gather data/info specific to meter reading route times (meter reading time only) and then
drill a little further into interval read times. The data I currently have has route time info including all other time in
between the first read time and the last read time. I understand that if the meter reader doesn t use the break
button to start a break in the route the data won t exist.
Also, I have questions about data definitions, calculations , tables, etc. I have the Itron Premier Plus 4 Manual - it's
over 500 pages and it may help just to talkto someone rather than me guessing.
-----Original Message-----
From: Rickard, Rob (mailto:Rob.Rickard(9)itron.comJ
Sent: Wednesday, May 05, 2004 7:48
To: Broemeling, Mike
. ., "' ,\" ., ,
Subject: Itron - fixed network question' '
Hi Mike
, "
Got your call today, sorry I missed it
, '
m traveling through Thursday. I think the right contact is Jeff Sanders
- before we decide he s the right person, I'd like to hear your questions. I'm flying back to Spokane on
Thursday and will call you when I get in. Do you have specific questions you can send me via e-mail?
Talk to you Thursday afternoon.
Rob
-- ----- ---- --- ---- -- -------- ---- --- ---
Rob Rickard
Solutions Executive
Energy Market Group
Itron, Inc.
509-990-9216 mobile
509-891-3533 office
www.itron.colll
, .., .' .
5/19/2004
Message
This message was scanned for viruses!
. . ,.. !., '
5/19/2004
, ', "
Page 2 of
..................,......, '
- -'"'
McCarthy, Dick
~rom:
~nt:
10:
Subject:
Waller, Rodney (Rodney.Waller(g)itron.com)
Thursday, May 16, 2002 8:34
dmccarthy(g) avistacorp.com
Itron/Avista Site Visit May 30th
Avista SIte Visit
Agenda 2.doc...Good morning, Di ck !
I have attached the agenda for the May 30th visit to Avista by the Itron
Endpoint Returns Process Team. Thanks again for the time you and your
men have set aside to support this effort to improve our Itron-internal
processes in the effort to better serve Avista, and other Utility
cu?tomers, needs.
Michelle and I will not be able to attend this meeting, however the
Project Manager, Tom Cuilla, will be attending and has offered to be
your point of contact should anything come up between now and May 30th.
Let Tom, or me, know if you have any questions or concerns regarding the
agenda.
Thanks,
~odney
Rodney Waller
Mgr, Infrastructure Engineering
Itron Client Services - Spokane
, 800 - 635 - 8725, Ext 3241
rodney. waller&i tron. com
Page 1 of 2
Holmes, Dave
From: Gfeller, Greg
Sent: Thursday, May 20 20047:07 AM
To: Holmes , Dave
Subject: FW: Metersmart operating costs
-----Original Message-----
From: Frank Russell (mailto:FRussell(9)udri.com)
Sent: Tuesday, January 07, 2003 12:23 'PM
To: Gfeller, Greg ,
' , '
' e'
Subject: RE: Metersmart operating costs
Greg and Tom
I looked at the "'mock up bill" and it looks great. You might want to title the ,items with some
descriptive or value related words like "Energy Profile
, "
Energy Usage
, "
Critical Energy Usage
Energy Analyst"
, "
Energy on the Web" or some clever words that your marketing folks can
come up with.
Maybe you should offer various levels of service:
Standard Energy Reporting Service $109.50 per month
Energy on the Web" , your LQadProfil~ D~ta viewable on Internet,----at $62 per month (for. 'Lone meter), your cost would .be$~1.. i; "
, .., ..
Meter Rental" at $4i.~Q,per. b'ht h ; your cost would be about half for a two year period.
, ,
Premium Energy Reporting Service $123.50 per month
\ " : ~ ,' ,
Energy on the Web" at $62 pe r month '(for one meter), your cost would be $31.
Meter Rental" at $47.50 per ~ontD,- your cost would be about half for a two year period.
plus "Weekly Energy Report" at $14 , (PDF E-Mail report), your cost is $7
Economy Energy Reporting Service $46 plus meter rental or use current Revenue Meter
, :
Energy Profile Weekly Report" $,46 per month (includes data collection and PDF Report E-Mailed
,..'\. '' "
every week), your cost would be -half.
, ,,- "' '
4) "Energy Analyst Service" Premiun Energy Reporting Service plus Avista Energy Analysts
reviews your energy profile every week. $148.50 per month.
Offer discounts for multiple meters 'or a Special Service Package for Energy Managers ( five
meter Energy Management Package , or ten meter package), include Energy Alarm and
5/20/2004
Page 2 of
Demand meter reads. MeterSmarts price for the first hundred or so is the same but your mark
up should be reduced for larger customers.
There is also a setup charge of $70 p~r meter to setup the data base files and we are willing to
reduce this for multi year contracts and we suggest that this not be marked up by much. There
is also possible phoneline cost if no shared line can be made available as well as installation cost
for phone and meter.
The Industry standard r~tai.! pricing ;fordata collection and presentation is about $100 per meter
per month and the customer. usually has to buy the meter and pay all the installation cost up
front ($1000 for the meter + $300 to $1000 .for installation). Our MeterSmart 5000 meters
typically install for around $300".
' '
Just some thoughts!
Talk to you soon.
Frank Russell
MeterSmart
(831) 634 0275
, "-----
Original Message-----
From: Gfeller, Greg (mailto:greg.gfeller(Q)avistacorp.comJ
Sent: Thursday, Dec~mper 12 ~~Q2 8:36 AM
To: frussell(Q).r:r~t~rsl1Jart.~orn
~;':. "
Subject: FW: Met~r~~art op~r~til'1gco~t~"
, ("
-----Original Message-----
From: Lienhard, Tom
Sent: Monday, November 25 2002 12:06
To: Gfeller, Greg
Subject: Metersmart operating costs
Greg,
Vicki asked me to make up a mock bill to see what our charges to the customer would
look like. Could you look these over, and then pass them on to Frank if you deem it
appropriate so he can verify our assumptions and say what costs would really be in place.
Call if I can help at all.
Thanks
' , ,
Tom Lienhard ,
,. , ' ' .
Geographical ,L\cct~Rep~
Customer Soiutions " I
" .' '\" _
;i.Avista Utilities
" ,
5/20/2004
Holmes, Dave
From:
ent:
Gfeller, Greg
Thursday, May 20, 2004 7:07 AM
Holmes, Dave
FW: Itron - AMR rate impactSubject:
-----
Original Message-----From: Broemeling, Mike Sent: Thursday, January 09, 2003 8:46 AMTo: Gfeller, Greg .
.'.
Subject: Itron - AMR rate impact.
Dave DeFelice and I worked on this analysis. I sent a copy to Brian H, Linda G. and Don K. in rates for their review.
The approach we took was to bookend the analysis. On the left side of the spreadsheet is the rate impact by state by
service if we realized no savings from implementing AMR. On the right side is the same only with Itron s assumptions of
expected savings.
Attached is a spreadsheet with our work. If you have questions/concerns or input please call Dave or myself. Thanks.
AMR Jurisdictional
Summary.xls...
ike Broemeling
- Nista Corp.
Phone 509 495 8590
Fax 509 777 5115
mike.broemeling (g) avistacorp.com
: . '
Holmes , Dave
From:
ent:
j 0:
Gfeller, Greg
Thursday, May 20, 2004 7:08 AM
Holmes , Dave
FW: Itron and Avista discuss phone line to CCU4Subject:
-----
Original Message-----From: Dunlap, JohnSent: Monday, January 13, 20038:32 To: Gfeller, GregCc: Meland, FrankSubject: RE: Itron and Avista discuss phone line to CCU4
Greg,
I thought the design I they were planning to submit would be something similar to Snopud', with lower mounted CCU4.
Another option would be to have a cellular type dial-up, which would allow the CCU4 to still be mounted on the street light
mast, but not require a phone line running to the street light mast. A third option might be something with fiberoptics or
some such.
Do you know if Itron has plans to submit a design similar to what we discussed? If so, they should send it over so we can
take a look at it.
Regards
-jtd
-----Original Message-----From: Gfeller, GregSent: Friday, January 10, 20034:25 To: Gfeller, Greg; Dunlap, JohnCc: Meland, FrankSubject: RE: Itron and Avista discuss phone line to CCU4
one more thing. What does an acceptable design look like?
-----
Original Message-----
From: Gfeller, Greg Sent: Friday, January 10, 2003 4:23 To: Dunlap, John
Cc: Meland, Frank
Subject: RE: Itron and Avista discuss phone line to CCU4
John and Frank
Is this a code violation? If so which one or ones. If it is not a code violation, what is the problem? I recall at our
last meeting Williamson and Roberts had no problem with this type of set up.
Also please keep in mind this would normally be the utilities equipment, not Itrons.
If the phone company does not have a problem why should we, assuming no codes or laws are being violated.
Once again please help me understand.
Thanks Greg
-----Original Message-----From: Dunlap, JohnSent: Friday, January 10, 2003 9:00 AM
To: Gfeller, Greg
Cc: Meland, Frank
Subject:RE: Itron and Avista discuss phone line to CCU4
Greg,
We thought Pete Goolsby came away from our meeting with a pretty good idea of what we could accept. The
installation manual AI W. sent us, however, showed the CCU4 mounted on the street light standard with a
POTS connection hard wired to the unit. Like so:
4(4( File: ccu4 33.
jpg ~~
As you can see, the phone line comes right up in our working space, ground and all. No fiberoptics, no
wireless connections, no CCU4 mounted out of our working space, just the same old design with a hard wire
phone line. Phooey Galooey! Frank immediately let them know (again) that this was not going to work. I have
not heard from them since.
The next logical step in the process would seem to be for them to submit an acceptable design. We have not
yet seen anything even remotely looking like the potentially acceptable options we discussed with Pete. If Itron
has something new to show us, we would certainly like to have them send it over so we can take a look at it.
not, does it really make sense for us to go over and meet with them? I will be in all day today if you want
to give me a jingle.
Regards
-jtd
-----
Original Message----- From: Gfeller, Greg. Sent: Thursday, January 09,20033:13 PMTo: Dunlap, JohnSubject: FW: Itron and Avista discu$s phone line to CCU4
John I thought when we met with Goolsby this issue was being resolved. As a matter of fact I thought it
was no longer an issue with an added fused phone junction box where we tap the phone. So what
changed, or why. Help me understand...Good Day
. .
Greg
-----
Original Appointment-----From: Dunlap, JohnSent: Thursday, January 09, 20038:52 To: Gfeller, GregCc: Meland, FrankSubject: Tentative: Itron and Avista discuss phone line to CCU4When: Monday, January 13, 2003 1:30 PM-2:30 PM (GMT-08:00) Pacific Time (US & Canada); Tijuana.Where: Itron at Sullivan road
, ,
Greg,
After our last meetiqg,ltron submitted some drawings which still showed a phone line coming up to the
street light standard. (We had previously told them we could not live with a phone line coming up to the
street light standard , but they submitted the drawings with the phone line coming up the pole anyhow.
Frank has made it quite clear what we can and cannot accept, and we are 100% in agreement with him. If
they a design that meets our requirements, we can help them. If they are still trying to convince us they
should bring a phone line up to the street light standard, I am not so sure how helpful this meeting would
be. Have they done a redesign which eliminates the phone line coming up to the street light standard?
I don t want to be a pain in the wazumma. Just the same, before we invest an afternoon out there, I would
like to know a little more about what we are doing.
Thanks
-jtd
Responsibilities and
Activities - Mobile AMR
Knowledge to Shape Your Future
This Page Left Intentionally Blank
. ,.. "". . ""
Knowledge to Shape Your Future
Mobile AMA and EAT Deployment Services
ReadOne Link Work Order System Set-up
Responsibilities and Deliverables
The following table describes the activities and responsibilities required for setting up the
ReadOne Link work order system to support AMR Endpoint deployment. ReadOne System set-
up is not required for the C&I Network.
ReadOne Link Work Order System:
Itron will utilize the system to identify, schedule, track, report on
and provide completion information for the work orders associated
with the de 10 ment of the AMR End oints.
ROCL Check List:
UTILITY will complete the ROCL checklist with assistance from
Itron. The ROCL defines the applicable ERT Module program
parameters based on UTll.JTY meter types and characteristics.
The ReadOne Link, ERT Install, and LoadR1 software utilize the
ROCL.
Customer ,Data File Interface - Export Data:
UTILITY will provide an interface to their CIS system for export
of customer data for use by ReadOne Link. The file will be in an
Itron defined im ort file format.
Customer Data File Interface - Import Data:
UTILITY will provide an interface to their CIS system for import
of data processed by ReadOne Link. The file will be in an Itron
defined ex ort file format.
File Definition:
UTILITY and Itron will mutually define the data field names,
definitions, data type, and data sizes working within the ReadOne
Link System requirement. The base import and export file formats
are de icted in the A endices section attached herein.
Test Import File:
UTILITY will provide Itron a test import file containing a variety
of customer account . data to simulate a full compliment of work
order t es as mutuall defined.
Test Export File:
Itron will provide UTILITY a test export file containing a variety
of work order completion data to simulate a full compliment of
work order types as mutually defined. The test file will be created
from work orders generated by the UTILITY supplied test import
file.
Responsibilities and Activities
(Sample)
Knowledge to Shape Your Future
It is acknowledged that the ReadOne Link System interlace must be installed and tested prior to
commencement of AMR Endpoint deployment.
AMR Endpoint Deployment Services
Responsibilities and Deliverables
The following table describes the activities and responsibilities required for deployment of the
AMR Endpoints
Field Deployment Management:
Itron is responsible to perlorm and manage the field deployment of
AMR Endpoints.
Manage field deployment activities
Manage field deployment quality and quality audits
Manage inventory control process
Manage work order scheduling, completion and Work Order
Data integrity
Manage customer appointment administration
Manage customer contact administration
Manage customer claims administration
Mana e installer hirin , trainin and safet
AMR Endpoint D~ployment Services:
Itron will provide AMR Endpoint deployment services in
accordance with established procedures and adherence to mutually
defined schedules.
Field deploy AMR Endpoints
' .
Work Order Data collection, validation, and transfer toUTILITY
. '
Work Order Data exception processing and investigations
Quality audit program - 5 % audit of work orders
See A endix I for AMR End oint De 10 ment rocedures.
Project Facility:
Provide a Project Facility to support the AMR Endpoint
de 10 ment.
" "
Field DeploymentEquipment and Tools:
Itron will provide the necessary equipment and tools required to
deploy the ' AMR Endpoints, excluding those supplied byUTILITY.
Field Deployment VehicIes:
Itron will provide vehIcles requirements to support the deployment
of AMR Endpoints. Vehicles will be marked with identification as
mutuall a reed b UTILITY and Itron.
Field Deployment Personnel:
Itron will rovide the ersonnel to de 10 the AMR End oints.
Responsibilities and Activities
(Sample)
Knowledge to Shape Your Future
Field Deployment Personnel - Substance Abuse Policy:
Field deployment personnel are subject to mandatory drug &
alcohol screening as a condition of employment and annual
random drug & alcohol screening. All personnel must comply
with Itron s Substance Abuse Polic , attached herein.
Field Deployment Personnel - Security Background Check:
Field deployment personnel are subject to a background check to
determine employee eligibility. The background check will
include:
Check of social security to verify address/addresses for the
past five years.
Check for any criminal activity during the past five years in
any county of residence.
Check for anJ f~,geral crimin':1:~ act~vity during the past five
years.
Check for any statewide criminal activity during the past five
years.
Check to verify a valid driver s license if operating a motor
vehicle while' erformin the Field Services.
Field Deployment Training & Safety Program:
Itron will train and qualify the field deployment personnel based
on the job requirements for each employee. A combination of
classroom training, written ,testing and practical performance
testing shall be used. Field deployment work shall be completed
in com liance with all a licable OSHA standards
UTILITY Specific Training and Safety Procedures:
UTILITY and Itron shall work jointly to identify, document, and
implement UTILITY specific training and safety procedures, as
mutually agreed. UTILITY is encouraged to participate in the
trainin sessions and conduct audits of the work.
Field Employee Identification:
Field deployment employee will be issued identification cards.
All field deployment employees must wear the identification card
at all times while performing the field deployment work.
UTILITY and Itron will work together to implement any
additional identification re uirements, as re uested by UTILITY.
Customer Communications Plan:
UTILITY shall provide a customer communications plan.
UTILITY is responsible for all communications to the customer.
At a minimum, the plan should consist of:
Customer notification letter and required follow-up letters
. AMR technology review handout
Field deployment attempt door hanger
Itron will work with UTILITY to identify communication plan
details as based on ex erience from other ro . ects.
Responsibilities and Activities
(Sample)
Knowledge to Shape Your Future
Customer Contact Point:
Itron will provide a customer contact point to handle UTll.JTY
customer Inquiries regarding field deployments. The center will
be staffed during hours that field deployment personnel are
erformin the work.
Field Deployment Materials and Supplies:
UTILITY will provide miscellaneous materials and supplies
required to perform the field deployment of AMR Endpoints. The
materials and supplies include but are not limited to:
. AMR Meters
. AMR Modules and supplies
Meter seals - for gas & electric
Lock ring keys
Telephone wire andr:nounting supplies
Assorted replacement screws for gas meter index and covers
UTILITY will order and provide such materials and supplies to
meet the established deployment schedule and Route Saturation
Plan.
Materials and Supplies Asset Management Program:
Itron will implement an asset JIlanagement program to control
consigned materials and supplies. All major materials, i., AMR
Meters and AMR Modules will be accounted for weekly. A
signed record of receipt or release is required for any major
material component transfer. AMR Meters and AMR Modules that
are installed in the field will be tracked via ReadOne Link.
Smaller materials and supplies will be accounted for weekly via a
enerallot count.
ReadOne Link Work Order System:
Itron will utilize ReadOne Link for field deployment work order
schedulin , rocessin , and re ortm
Communication Connection:
UTILITY will provide Itron with a communIcation connection to
the UTILITY corporate mainframe. The connection will be used
rimaril to transfer. work order data.
Work Order Data:
UTILITY shall provide Itron with work order data in the Read
One Link format FromHost file format. Itron will request work
order data based on the mutually established field deployment
schedule. UTILITY will provide a record for each account
scheduled for field deployment, by selected AMR reading
technolo y, and schedule re uirements, as mutuall a reed.
Responsibilities and Activities
(Sample)
,-;
Knowledge to Shape Your Future
Field Deployment Schedule and Route Saturation Plan:
UTll..,ITY and Itron will mutually develop a field deployment
schedule and Route Saturation Plan to meet project goals. It is of
the utmost importance that the development of the schedule and
plan are synchronized with the following:
New AMR Meter purchases schedule
Electric Retrofit Services logistics and schedule
Retrofittable meters in each Route
Retrofit Services schedule balancing
Type of reading technology by Route
. AMR readin de 10 ment oals and schedules
Route Saturation Goals:
The AMR Endpoint Deployment Services intent is to complete
installations at 100% of the Work Locations. A goal of 98.
completion of work orders in any Route within 90 calendar days
from starting the specific Route is established. This goal is set
with consideration that some accounts may prove to be un-
installable due to access and customer issues. UTll..,ITY and Itron
will jointly establish a procedure for resolving un-installableaccounts.
Field DeploymentWo~k Hours:
Itron will staff for field deployment installations during
established work hours. Normal installation work hours are
Monday through Friday, 7:00am to 4:00pm. As required Itron will
schedule installations for off-hours. Off-hours are defined as
Monday through Friday 4:00pm to 9:00pm and Saturday from
8:00am to 4:00m. Sunda "is considered a non-work da .
Meter Access Program:1. UTll..,ITY mails the Customer Notification Letter for each
applicable customer based on the field deployment schedule.2. Itron will "cold-call" at each premise and attempt access to the
meter for installation. Field attempt one. If the meter is
inaccessible, a UTll..,ITY supplied door hanger will be left.
Written attempt one.
Note: If an installation can not be completed due to an unsafe
condition such as a damaged or deteriorated meter service, in
operable lock ring, and/or any other special conditions (to be
mutually identified and documented) the work order will be
turned over to UTll..,ITY for follow-up. UTll..,ITY will a)
resolve the condition and return the work order to Itron within
ten days, or b) resolve the"condition and install the AMR
Endpoint or AMR Meter, or c) the work order will be closed
and the meter location removed from the meters targeted for
installation by Itron.
3. On a second occasion, Itron will "cold-call" the premise in an
Responsibilities and Activities
(Sample)
Knowledge to Shape Your Future
attempt to complete the work. Field attempt two. If Itron still
cannot gain access to the meter another door hanger will be
left Written attempt two.
4. On ~ third occasion Itron will "cold-call" the premise in an
attempt to c9mplete the work. Field attempt three. Note: at
least one of the "cold-call" attempts will be performed during
off-hours. IfItron still cannot gain access to the meter and
complete the work another door hanger will be left. Written
attempt three.
5. If access cannot be obtained via "cold-calls , Itron will
attempt to contact the customer via telephone to gain access to
the meter. A valid telephone attempt is, a) when the customer
can be reached, or, b) when a message is left on an answering
machine or voice mail. Itron will make a minimum of two
telephone attempts utilizing the telephone number supplied by
UTILITY via the work order data. If such supplied customer
telephone number is invalid; telephone attempts are
considered complete ,unless UTILITY can supply a valid
contact number or coordinates contact between Itron and the
customer.
6. When Itron has saHsfiedthe three field attempts, three written
attempts, and appiopri~te telephone attempts the work order is
considered' comrHete." In" such case the work order will be
returned to 'UTILITY for completion. Itron will supply
documentation of allattem ts to UTILITY, u on re uest.
Field Deployment Quality Assurance Program:
Itron will implement a field deployment quality assurance program
to ensure that de loymentservices are 99.5% error free.
Repair of Deteriorated or Damaged Meter Services:
UTILITY will perform all necessary repairs to enable the safe
installation of an AMR Meter. Itron shall not install AMR Meter
or AMR Endpoint where safe and reliable operation cannot be
assured. Upon discovering an occurrence where a safe and
reliable installation cannot be assured, Itron shall return the work
order to UTILITY as outlined in the meter access program defined
herein. This type instaIiation will be set aside from the project
accountin as related to the field de 10 ment schedule.
Assistance to Itron for Access to Unsafe or Special Situations:
UTILITY is responsible to provide safe access to meter
installations for the purpose of completing the field deployment of
the AMR End oint.
Completion of Field Deployment Returns:
UTILITY shall complete work orders returned from Itron in
accordance with the meter access ro ram, defined herein.
Responsibilities and Activities
(Sample)
Knowledge to Shape Your Future
Inventory Handoff Acknowledgement Procedure:
UTILITY and Itron shall jointly develop and implement project
mventory handoff procedures to ensure proper tracking and
inventor res onsibilit ownershi .
Work Order Data File:
Itron will produce a daily Work Order Data file in a ReadOne Link
ToHost file format for each field deployment workday. The file
will be transferred to UTILITY via the established rocedure.
Work Order Data File Validation:
UTILITY will confirm receipt of the Work Order Data file, upon
receipt. UTILITY will validate the completion data in each file
and notify Itron of any exceptions within one working day from
recei t.
Work Order Data File Exception Processing:
UTILITY and Itron shall jointly work to resolve Work Order Data
discre ancies In a timel and efficient manner.
Customer Complaints and. Claims Procedures:
Itron will addres~ all customer complaints and claims pertaining to
work performed. by Itrou. Itron will document each customer
complaint and provide regular reports to UTILITY, as mutually
agreed. UTILITY will provide assistance to Itron for claims that
cannot be resolved. Unresolved claims are those where Itron and
the customer cannot reach an agreement, or where a claim is
denied by Itron and the denial is not accepted by the customer.
Note: disconnection of electrical service while changing an
electric meter, as part of the deployment of AMR Endpoints is not
considered a valid claim initiator when proper procedures are
followed.
Investigation of Non-reading AMR Endpoints:
Itron will investigate a non-reading AMR Endpoint following the
initial installation and first scheduled AMR reading. Itron will fix
the cause of the non-read if the cause is related to an Itron product
problem or an Itron provided service, i., an improper mstallation
or retrofit. UTILITY will resolve the problem for all other causes.
Investigations following the first scheduled AMR reading will be
provided by UTILITY. Non-reading issues caused by Project
Services or product issues, discovered during such investigations
will be covered under Itron s standard warrant rocedures.
Responsibilities and Activities
(Sample)
Knowledge to Shape Your Future
Retrofit Services
Responsibilities and Deliverables
The following table describes the activities and responsibilities required for the electric meter
Retrofit Services.
Retrofit Services Management:
Itron is responsible to manage the Retrofit Services.
Mange retrofit production
Manage retrofit quality and quality audits
Manage inventory control process
Manage Retrofit patacollection, integrity and data transfer
Coordinate retrofit service reporting
Adhere to the established retrofit services schedule
contin ent u on meter availabilitRetrofit Services:
Itron will provide such services in accordance with established
procedures and adh~r~nce to mutually defined schedules.
Retrofit of Field ExclpJ?ged Meters
Random sample testing of New Meters
Scrap meter handling
Retrofit Data collection, validation, updates, and transfer toUTILITY
, . ;'
Retrofit Data exception processing
Quality audit program - 5% audit of retrofits
See A endix J for Retrofit Services rocedures
Project Facility:
Itron will provide a Project Facility to support the Retrofit
Services.
Retrofit Equipment 'and To~ls: . .
, '
Itron will provi~.e the 'necessary ~ql).ipment and tools to support the
Retrofit Services; exc1udiri' those su lied b UTILITY.
Meter Test Board(s): .
Itron will utilize electric meter testboard(s) with internal RM-1O or
RM-ll standards. Accuracy of the testboard(s) accuracy shall be
verified with a Radian standard traceable to National Institute of
Standards and Technology. The standard is certified annually and
used monthly to verify the testboard(s) accuracy. Daily accuracy
is checked with a solid-state meter (selected for accuracy andconsistency).
UTILITY and Itron will determine a process and schedule for
UTILITY to validate the meter test boards.
Responsibilities and Activities
(Sample)
Know/edge to Shape "lour Future
Retrofit Data System:
Itron will provide a system capable of capturing, storing,
maintain in , and rovidin Retrofit Data to su ort the services.
Retrofit Services Personnel:
Itron will provide the personnel required to perform the Retrofit
Services.
Retrofit Services Personnel - Substance Abuse Policy:
Retrofit Services personnel are subject to mandatory drug &
alcohol screening as a condition of employment and annual
random drug & alcohol screening. All personnel must comply
with Itron s Substance Abuse Polic , attached herein.
Retrofit Services Training & Safety Program:
Itron will train and qualify the Retrofit Services personnel based
on the job requiJ;eID~nt~ Jpreach employee. A combination of
classroom training, written testing and practical performance
testing will be used. Retrofit.Servtces work will be completed in
com liance with all a licable OSHA standards
Materials and Supplies Asset Management Program:
Itron will implement an ~sset management program to control
consigned materials and supplies. All major materials, i., AMR
Meters , AMR Modules and FieIdExchanged Meters will be
accounted for weekly. A signed record of receipt or release is
required for any major material component transfer. Smaller
materials and supplies will be accounted for weekly via a general
lot count.
Retrofit Services Quality Audit Program:
Itron will provide Retrofit Services that are 99.5% error free. A
quality audit program will be iniplemented to check: Meter
cleanliness check
Meter paint stripe check
Installation ofERT Module or Siris Module check
Meter reassemble check
Meter bar code label and label placement check
As Left test &. calibration completion check
ERT Module program check
. ER T Module encoder check
UTILITY Training and Safety Procedures:
UTILITY and Itron shall work jointly to identify, document, and
implement UTILITY specific training and safety procedures, as
mutuall a reed.
Responsibilities and Activities
(Sample)
Knol;1!ledge to Shape Your Future
Miscellaneous Materials and Supplies:
UTILITY will supply various materials to Itron to support the
Retrofit Services. Materials include, but are not limited to:
ERT Modules and supplies
Telephone Modules and supplies
Replacement meter globes
Meter T -seals
Bar code labels
Bar code label ink
Scrap meter containers.
UTILITY will order aQd provide such materials and supplies to
meet the established Retrofit Services schedule.
New Meter - Data Input File:
UTILITY will provide Itron a data file or files containing a record
of each New Meter subject to random sample testing by Itron. The
file(s) shall contain the following minimum information:
Meter number
. .
Meter manufacturer code
. ER T Module or Siris Module serial number
Meter type
Meter size
Meter multiplier
The file shall be su lied in a flat ASCII format.
Field Exchanged Meter - Data Input File:
UTILITY will provide Itron a data file or files containing a record
of each meter to be handled by Itron, prior to the retrofit process.
The file(s) shall contain the following minimum information:
Meter number
Meter manufacturer code
Meter type
Meter size
Meter multiplier
Meter disposition (retrofit, scrap, etc)
The file shall be supplied in a flat ASCII format.
Field Exchanged Meters processed through the shop where there is
no data or inaccurate data in the input file are subject to a handlingfee.
As Left Testing:
Itron will perform an As Left test and calibration of the
retrofittable meters. The meter calibration tests and performance
standards are:
One full load test: +/- 0.
One light load test: +/- 1.
. One ower factor test: +/- 1.
Responsibilities and Activities
(Sample)
Knowledge to Shape 'lour Future
New Meter Random Sample Testing:
Itron will perform a random sample test on 5 % of the new AMR
Meter shipment provided by UTILITY. The following tests will
be conducted:
One full load test
One light load test
One power factor test
Should a new AMR Meter shipment fail such test, a handling
char e will a 1
Retrofit Data - Output File:
Itron will supply UTILITY a daily Retrofit Data output file
containing a record of the meters passed through the meter retrofit
process for the applicable retrofit workday. The data elements for
each record are as follows:
Meter manufacturer code
Meter manufacturer serial number
Meter number
. AMR module type code
ERT Module or Siris Module serial number
Meter number of dials
Meter dial reading
Full load test results
Light load test results
Power factor test results
Test - date & time
Meter disposition (retrofitted, scrapped, tamper, other, etc)
The file will be su lied to UTILITY in a flat ASCII format.
Retrofit Data - Validation File:
Within one working day from receipt of the Retrofit Data output
file(s), UTILITY shall provide !tron a Retrofit Data validation file.
The intent of the file is to provide notification of the validity of the
Retrofit Data, by record; for the meter records contained in the
applicable Retrofit Data output file. The data elements for each
record shall be:
Meter number
ERT Module or Siris Module serial number
Data accepted - "Y" or "
Exception code(s), - TBD
Date & time
The file will su lied to Itron in a flat ASCII format
Scrap Meters:.
UTILITY will provide Gaylord containers for collection of meters
that cannot be retrofit. The containers will be delivered to the
Project Facility and removed at regular intervals as required by the
work assumed at a minimum of twice weekl .
Responsibilities and Activities
(Sample)
Knowledge to Shape )/our Future
Retrofit Meters - Fail As-Found Test:
Field Exchanged Meters that are retrofit and then fail the As
Found test and calibration are sub' ect to a handlin char
Maintenance AMR Meters:
Itron will investigate and remedy the cause of a non-reading AMR
Meter in accordance with Itron s standard services and product
warranty procedures. Problems found where the cause is not
attributable to Itron are sub'ect to a handlin char e.
Mobile AMR System Configuration
Responsibilities and Deliverables
The following table describes the activities and responsibilities required for the implementation
of a Mobile AMR System.
Provide Resources for MAMR Implementation:
UTll.JTY wilL provide the following resources:
Project implementation management
IS system programmer:for MAMR file interface delivery
IS database administrator for MAMR operations training
System operator for MAMR operations training
Meter reader for:MAMR operations and DCU training
System supervisor for MAMR system and report training
Personnel to implement and complete System Acceptance
Testin
MAMR File Interface Review:
Itron will supply materials and personnel for detailed review of the
MAMR data to be included in the meter reading import and export
files. UTILITY will complete required field interface coding
chan es re uired to im lement the MAMR s stem.
Meter Reading Input File - New:
UTILITY will make changes to the current import file to support
the MAMR data requirements. This new file will be used for
initial testing~ system "acceptance test and final production
im lementation.
MAMR Test & Training System:
UTILITY will provide access to a working test or backup system.
The system will be u~ed for initial training and test activities and
will be made readily available for such use. System must have the
current versions of the a lication software installed.
MAMR System Setup:
Itron will provide and execute the appropriate sets for MAMR
system setup & system setup training. This includes detailed
Responsibilities and Activities
(Sample)
Know/edge to Shape Your Future
descri tions of setu criteria for the IHP and DCU 0 erations.
MAMR Test Endpoint Installation:
UTILITY and Itron will identify a series of RF Endpoints for test
operations. Data tracked for input file use includes meter nmnber
and ERT Module serial number. Delivery of a test import file is
re uired nor to start of an test activities.
MAMR Operations Training:
Itron will supply materials and staff for full MAMR operations
training. This includes IHP, DCU & DataPac, report &
management training. UTILITY and Itron will mutually identify
the personnel to attend such training to ensure the correct
knowledge transfer is achieved with considerations of future
training efforts and the system acceptance test planning and
execution.
MAMR - Initial Integration Test:
UTILITY and Itron will jointly ,conduct initial MAMR tests to
validate the integration of the input files, AMR data, output files
and mainframe 0 ~rations.
System Acceptance Test:
UTILITY will provide resour~es for planning and executing the
SAT. Itron will provide cpnsultation assistance towards the
lannin effort.
MAMR System Migration & Production Installation:
Upon system acceptance, UTILITY will provide resources for the
planning, test and implementation of the migration of the system
to the UTILITY roduction environment.
MAMR System Expansion Plan:
UTILITY will provide resource for planning and implementing a
plan that will facilitate the continued expansion of MAMR
Operations. This plan will coordinate activities for moving new
MAMR Routes into the System and such related tasks for reading
and validation.
. .
MAMR Route ~ Restructuring:
To facilitate efficient MAMR operations UTILITY may need to
restructure current Routes to se mented MAMR Routes.
FCC Licensing for Wake-up Tone Transmission:
UTILITY will provide the required FCC licenses for transmissionof the ERT Module wake-up tone ' in the targeted AMR
deployment areas. Itron will provide consulting services to
UTILITY to hel meet this re uirement.
Responsibilities and Activities
(Sample)
Knowledge to Shape Your Future
Mobile AMR Mobile Collector Installation
Responsibilities and Deliverables
The following table describes the activities and responsibilities required for the installation of theMC (s).
MC Installation Services:
Itron can provide installation services to install the UTILITY
Mobile Collector (s). Itron Field Engineering department will
provide these services. Note: It is recommended that MC vehicles
have a dedicated electrical power source, to be provided by
UTILITY.VehicIes:
UTILITY will'provide vehicle(s) for the installation. Vehicle
re uirements are listed in the A endix L attached herein.
Installation Schedule:
UTILITY and Itrori will mutually agree to the installationschedule.
Installation Wo:rk Area:
, ;
UTILITY will provide an enclosed heated work area with 120
V AC power and sufficient lighting to support installation of theMC(s).
Mobile Van Operational Test:
Itron will conduct an operational test of the MC(s) following
installation to ensure MC transmits wake-up tone and receives
ERT Module read data.
Responsibilities and Activities,
(Sample)
ITRON PROJECT DEPLOYMENT ETHODOLOGY
Itron s implementation methodology, known as the External Project Lifecycle
Process (EPLP), establishes the systems, processes, and controls to ensure
that every aspect of the project is identified, assigned, and tracked. At the
same time, EPLP provides the flexibility to accommodate client-specific
requirements.
The EPLP identifies four primary stages in the implementation process:
Work plan managemeht
Quality management
Change management
Issue tracking and risk management
Gate requirements must be met in each stage in order to move to the next
stage.
Itron provides comprehensiv~ project management to ensure all project
deliverables remain on track~. Executive sponsorship is also present
throughout the process , so that at each stage/gate, the sponsor is ultimately
responsible for the completion of the action. The sponsor acts as the focal
point for project decisions beyond the project manager s scope of approval.
Itron Project Deployment Methodology Page 1
Work Plan
Management
Quality Management
Monitoring of Client reporting Scope tightly Early identification
schedule and costs standard for monitored of risk elements
communicating
Regular status work progress Changes submitted Regular project
reporting in writing team meetings to
Establishment of discuss status and
documentation and Escalation process scope
Project document control utilized for disputes
managem en t standards Participation by
documentation Regular team !tron PM on all
Testing meetings to discuss Steering Committee
methodology status meetings
including test plans
test scripts, test Thorough
data, and documentation Collaborative
acceptance criteria throughout the process
project lifecycle
Change
Management
Issue Tracking and
Risk Management
Project Management
An Itron project manager ?versees the project, working closely with utility
personnel. Regular meetings keep the utility s management fully aware of
the status of the project.
A mutually agreed upon scope of work document is created up front to
identify all deliverables , schedules, responsibilities , and inter-dependencies.
tron team leads and managers hold weekly status briefings to confirm
completed work and identify any outstanding issues.
The Itron project manager is responsible for driving the project, beginning
with creation of project documents that lead a project through completion
(Scope of Work-SOW, Project Definition Document-PDD , Project Schedule
Project Budget, and milestones and critical path items).
Itron Project Deployment Methodology Page 2
Project manager responsibilities include:
Supporting contract review and negotiations
Managing the project
Ensuring the approved PDD represents the utility s goals and
objectives
Coordinating Itron resources required for the project
Escalating issues
Maintaining customer relations
Obtaining system acceptance
Transitioning the utility to Itron Customer Care or Operations
Validating that project plan tasks and schedules will achieve all
project deliverables
Identifying and implementing project reporting tools
Confirming that tests were successfully completed
Working with the utility to complete change order requirements
Reviewing the ,escalation processes with the utility to ensure that all
contingencies are covered
Reviewing and approving projectdeliverables for phase acceptance
40)
40)
Itron Project Deployment Methodology Page 3
Work Plan Management
Monitoring of the project schedule and project costs are critical elements to
clients. Itron s project manager will manage these issues as part of Itron
internal processes and will report to the utility on a schedule agreed to by
both parties.
Individuals within the Itron team will provide team leads and team
management with weekly status briefings to include a list of completed work
and outstanding issues. This weekly reporting will also include time and
expense tracking to roll into the project status reports.
Typical project/client management documentation produced during the
project comprises:
Project/Quality Plan - this baseline plan details our approach
schedules, major milestones (project and quality), and quality
assurance procedures. We will develop budget and other progress
metrics for contractual milestones when the contact between Itron and
the utility is finalized
Client Progress Reports - these biweekly reports detail progress
forecasts, risks, and issues.
Change Requests/Problem Reports - the project team will develop a
database to track system design change requests , system investigation
requests , and problem identification notices. The team will use the
database to log work, assess impacts, and track status and
implementation of resolutions.
. . .
Itron Project Deployment Methodology Page 4
0 ,
Quality Management
The Itron project team follows established practices to create a proactive
framework to ensure the quality of work. These practices require specific
standards for each aspect of the project.
Project Status Reporting
The project team develops a client reporting standard, acceptable to both
Itron and the utility, to be used for weekly reporting of work progress , issues
and potential risks as well as to raise general project implementation issues
that require management attention.
Change/Issue Management
Itron s methodology establishes a standard for the type of information that
should be captured with each change request or issue identified. Itron will
establish a process for capturing, reporting, reviewing, approving, and
implementing changes in response to these requests. The project manager
will monitor the team s issue and change management process to ensure that
issues and change requests are captured and responded to in a timely
manner. Itron and the utili~ywill work together to assess schedule impacts
of large scope change requests.
0' ..
Testing Methodology
" 0 0 0 ' .
" "
The Itron project team develops test plans, test scripts, test data , and
acceptance criteria to e:xerc~seeach business function defined in the
Statement of Work. Successful test runs will demonstrate both correct
implementation of functionality and support for the business process. The
Itron testing approach also requires review and confirmation by sign-off of
the success of testing following each phase of test.
Configuration/Release Management
The project team defines a approach to software version control and
software release managemen,t.
, , .
Itron Project Deployment Methodology
.....-
Page 5
' .
Change Management
Itron understands the need to be responsive to change and flexible in
managing schedules and budgets. For example, we may incorporate new
functionality requested by the utility by trading out lower priority items to
keep schedules and costs constant.
Change management succeeds when:
The joint project team is familiar with the processes
There is a clear baseline of functions that need to be maintained
. A simple, no:n,-bureaucratic process is in place to trade functions inand out
The Itron project approach stresses formal and thorough documentation
throughout the project lifecycle. This not only promotes a better definition
and understanding of requirements and products but is also critical in
understanding and pl~nniIJ.g\.for the scope of work to be completed for a
successful and timely implementation. This documentation will serve as a
cornerstone reference tdcp,anging-requirements and scope in order to assess
and control impact to tl1~ ov~rall p~oject schedule and plan.
,;,. ': ',,:, " ";:
In the event of ariydiff~rerices' of opinion regarding the scope or pricing of
requested changes, the Itron and utility project managers will jointly decidethe resolution.
' " ',, :
Within the Itron project team, tracking and management of change requests
is facilitated by the process and tracking tool described below for issue
resolution. This Itron internal process will procedurally interface with the
client's project issue and change management processes. The major steps of
this process are as follows . J
Baseline design will be established in the statement of work
refined and modified over the course of the proj ect through
approved and completed change requests
.. Change requests will be raised and logged
Initial analys~s of the' thangeand 'project impact assessment is
performed
" "' '
Detailed a~alysis is performed to yield a recommendation for
change
Authorizatio'ri 'of change is received by the utility
. Implementation, testing, and release of planned changes are
incorporated into the project schedule. Priorities are shifted as
necessary to support the approved change
Itron Project Deployment Methodology Page 6
'C'
, "
Issue Tracking and Risk Management
It is expected that the utility will u~e a project-wide issue tracking and risk
management process.Itr~n will issue a tracking and management process to
capture issues at the level of detail necessary to assess and manage the
software/application i~pacts.
The Itron project management methodology divides issue management into
three distinct categories: change orders, variances, and issue tracking. The
project manager serves as a point of contact for all issues; however, the Itron
project team will review each issue as it arises for the purpose of
categorization and prioritization. Utility input and agreement are imperative
both in accurate identification of issues and in proper classification. A clearly
defined issue management process is important to ensure that software
changes are accurately understood by all members and levels of the teams
and implemented in a corresponding manner.
"","..;
Change Orders
' ,,; '" ~"~ -
A change order is \a change to the scope of a project, as identified and
approved by both Itro~and'~heutility in the statement of work. Change
orders must be documented through the specified change management
process. The announcement of any change order must include a detailed
requirements specification on the part of the requester. Itron will evaluate
the scope of the change , including any impact on project-targeted costs and
deadlines, before providing a response to the utility. A detailed analysis will
conclude in Itron s recommendation for change, which must be authorized
before the development, test, and implementation cycles are to take place.
Variances
A variance indicates inadequate functioning of the system. Such problems
may comprise a failure to conform to functional , performance, or otherJ ,
specifications. Itron has identified a process to capture variances at an
appropriate level of detail in .order to assess and manage software and
application imp~acts.
, "" ,; \
The Itron project team will review variances on a regular basis. The
distinction between change orders, variances , and issues is often a thin line.
Full accounting of issue categorization is ,the responsibility of the project
manager.
Itron Project Deployment Methodology Page 7
" '
Issue Tracking
Issue tracking is a catchall category for any matters that may not fall into the
change order or variance definitions. Frequently change orders and
variances involve code or configuration changes. Issue tracking is Itron
methodology for ensuring that items outside of these realms are not
overlooked. Some of the frequently used types that fall into this category
include notes, questions, to do tasks, and enhancement requests prior to
becoming approved change orders.
.. .
Itron Project Deployment Methodology Page 8
Implementation Matrices
Schedule Filed Installation versus Meter Supply
Dec-Jan-o2 Feb-O2 Mar-o2 Apr-O2 May-Jun-Jul-Aug-Sep-o2 Oct-o2 Nov-o2 Dec-O2 Totals
Install Plan (Left 800 36,900 40,700 200 43,600 300 700 37,200 400 37,000 400 24,800 431,000
Tni~c::heck 800 30,500 700 000 ' 26 000 500 500 I. 25,600 800 26;400 400. . 24 800 317 000
' SeOoe 6,400 12,000 16;200." 17 600 800 13;200 600 600 600 114,000
Install Actual (Left 26,884 632 46,1'/1 482 133:r69
% of Goal 93.35%83.01%114.92%69.86%00%00%00%00%00%00%00%00%31.04%
Meter Ship Plan JftJ)0iJ 4(U)),~'4/l :;H(41.0/))
~:,,':'+(j
ij....:W(;i,!,H)),W/!V;(it.
))\)
4!.thY ;A,()(j'J 2.,,).i(j
.-,,':
Ji:)ij(j
IMeter DELTA Plan 200 300 100 10,400 300 500 15,800 600 200 25,200 22,800
Meter Ship Actual,310 980 45;133 229 135 652
I Meter DELTA Actual 438 864 11,212 574 321
Monthly
50K
45K
40K
35K
30K
25K
20K
15K
10K
/::i.'
Dee-
Inslall Plan
Supply-Field Install - Monthly and PTD Tot Is
1::
:!~
Jan-o2 Ap~-O~.Aug-o2Jun-;. F!,b-o2 , Mar-May-o2 Jul-D2 Sep-D2 Oet-Nov-
(Left Scale)~instaJIActual ..(LeftScale)
PTD Install Actual (Right Scale)
C==::I Meter Ship Actual
...
/1"" Meter DELTA Aclual
,'no' Meier Ship Plan (Left Scale)
Meier DELTA Plan (Left Scale)PTD Inslall Plan (Right Scale)
450k
425k
400k
375k
350k
325k
300k
275k
250k
225k
200k
175k
150k
125k
100k
75k
50k
25k
Dec-D2
Itron Project Deployment Methodology Page 9
Scheduled Meter Installations Monthly and PTD Totals
Jan.Feb.Mar.Apr.May'()2 Jun-Jul.Aug.SeD-Oct.Nov.Dec.TotalsMbnthlvGoaL ... (L 28,800 k36 900 I'.700 42.200 43;600 300 39;700 37;200 36,400 000 26,400 24,800 431 000
TrucCheck 800 30,500 700 000 26;000 22.500 26;500 600 24,800 400 26,400 800 000
ScoDiI""',i.6,400 000 I..,200 17,600 800 200 600 ;600 000
M6t\thIY;Ac3tl;iaHUclliWD2(;i88,1\:'%,!'30;(;32 \\):'46;'771;'jO\,29'4821j !%kH,I'mg
;:%;
rHnUL\V:iH):;:W)MWiHMiW:\W MUt1.Jarr69,
....
,ri.tHGheck;;;iM&Hmt ,,%)26;884.1\327;736'9;:;;31';04.%H4:8;~57\WWM;:V:)P;):i,/.'gH;T3it:t:Hl':::\)WiHO\WMnn?9 WW9itW%\i;HM04i623;
iScope%:W%iiMhMt
..".,.,.,."..
::)::m21896;:r/n15;7t2S;mWMoi52Si %1:\%;';'91IWfL.\hi+VrVi't;im:nidqiWiW:1;WWM'd.,."".
..",.
:#;:;:;:29;146)iJ:iHi:.:J::""ii:K::g.W~::JiiM::;:;i:.::
Goal 93,35%83.92%69,86%04%
15K
Scheduled Meter Installations
Monthly and PTD Totals CumulativeMonthly
45K
10K -IJr- PTD Actual
-PTD Goal
(Right Scale)
(Right Scale)
450K
425K
400K
375K
350K
325K
300K
275K
250K
225K
200K
175K
150K
125K
100K
75K
50K
25K
40K
35K
30K
25K
20K c::::J Tru-Check
N~"'d"Scope
c:::J Tru-Check
Jan~2 Feb~2 Mar~2 Apr~2 May~2 Jun~2 Jul~2 Aug~2 Sep~2 Oct-o2 Nov.O2 Dec~2
Itron Project Deployment Methodology Page 10
Field Install QA Monthly and PTO Totals
Tru-Check Jan-O2 Feb-O2 Mar-Apr-O2 Mav-Jun-Jul-Auq-O2 Sen-O2 Oct-O2 Noy-O2 Dec-O2 Totals
MonUliy Goa!(L,344 532 339 474 68B
Actual Installs 26;684 632 46,771 . 29;482
-.'. ,.- -
133,769'
Monthlv Actual (LeI l20 692 OlO 2,417 899
% of Goal 351.14%241.06%131.28%163.96%207.81%
PTO Goal (Ria 344 876 214 688 688 688 688 I 6881 688 I 688 I 688 I 688 688
PTD Actual iRiq 720 8,412 11A82 13,8(J9 1 ~1,899 1:).899 899 I 1:1,8~)9T 13,8991 1~1,899 I 1:3,899 I 1 ~i899 13,899
% of Goal 351.14%292.51%220.20%207.81%207.81%207.81%207.81%1 207.81O/~207.81'Y~207.81%1207.81%1 207.81%207.81%
Field Install QA
Monthly and PTD TotalsMonthly
Ii.
50k
45k
40k
35k
30k
25k
20k
15k
10k
000
500
+/-
500
000
500
000 .
500
,,"""""
Monthly Goal 5% (Left Scale)
" ,"
Monthly Actual (Left Scale)
000 PIDGoal
. .,..,..-
PID Ac!ual
(Right Scale)
, (Right Scale)
000
500
Jan-O2 Feb-Mar-Apr-May-O2 Jun-O2 Jul-O2 Aug-O2 Sep-Oct-O2 Noy-Dec-
1 '0...
: "
L ,
/- ..
Itron Project Deployment Methodology Page 11
. .
Exhibit A
..' ., .
Scope of Work
Electric Meter Retrofit Shop Services
UTI LITY Project
Date
.. '. ,. ""., .... .
. I
' :"
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 1 of 17
1. Document Overview
1. 1 Scope
This document is intended to provide a basis for mutual agreement of the electric meter retrofit
shop services provided by Contractor Electric Company ("Contractor ) to Itron, Inc. ("Itron ) in
accordance with the Services & Supply Agreement ("Agreement") and in support of Itron
Automated Meter Reading ("AMR") project at UTll..JTY Company ("UTILITY"). It defines the
deli verables related to each component during the various phases and responsibilities for each
deliverable. This Scope of Work ("SOW") document is intended to be a living document and
shall be updated under change control throughout the duration of the project.
Definitions
The following defined terms used in the SOW shall have the meanings specified below:
AMR Meter" shall mean a meter retrofitted with an ERT Module.
AMR Meter Lot" shall mean Retrofitted meters released to Itron for Field Installations and is
typically comprised of 1-day,s work in the MeterRetrofit Shop.
As Found Test" shall mean the test and calibration following Retrofit in accordance with the
Procedures Manual.
Disaster" shall mean any event that prevents Contractor from providing Meter Retrofit Services.
Effective Date" shall mean the date the Agreement is made on.
ERT Module" shall mean an ItronAMR module such as a 41 or 45 series ERTCID module.
Facility shall mean the building housing the Meter Retrofit Shop and warehouse leased byItron.
Field Exchanged Meter shall mean a non-AMR Meter exchanged for an AMR Meter during
Field Installations and delivered by Ittori to Contractor for Retrofit, scrap or salvage.
Field Installations" shall mean meter exchanges performed by UTILITY where a non-AMR
Meter is exchanged for an AMR Meter.
Field Installation Schedule" shall mean the established schedule of Field Installations provided
by Itron and outlined in theSQW.
Maintenance Meter shall mean an AMR Meter requiring Contractor services following release
to Field Installations with the, ~xception of AMRMeters that originated from the Refurbished
Meter stock.
Maintenance Meter Services" sh~llmean the services provided by Contractor for MaintenanceMeters. '
Materials" shall mean items supplied to Contractor by Itron for use by Contractor to perform the
Services. Materials shall include but are not limited to, ERT Modules & associated parts
ReadOne Pro s and equipment, Fi~ld.Exchanged Meters, Refurbished Meters, UTILITY Meters,
New Meters, meter globes, and meterI~-seals.
Meter Data" shall mean the Retrofit data exchanged between Contractor and Itron, as described
in the SOW.
Meter Disbursement Schedule" shall mean the schedule of AMR Meters for release to Field
Installations by Contractor. '
Meter Retrofit Services" shall mea,n the retrofit services provided by Contractor as described inthe SOW.
Meter Retrofit Shop" shall mean the Facility, equipment, work force, consigned Materials, etc
established by Contractor to provide the Services.
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 2 of 17
New Meter shall mean a new AMR Meter where the meter manufacturer completes the
Retrofit.
New Meter Procurement Schedule" shall mean the schedule of procurement of New Meters as
provided by Itron and outlined in the SOW.
New Meter Sample Testing shall mean the sample testing of New Meters in accordance with
the procedures described in the SOW.
Proiect" shall mean the Meter Retrofit Services & Field Installations work required for Itron to
provide meter reading servic~s to UTll..JTY in accordance with a separate agreement between
Itron and UTILITY.
Quality Standards" shalltnean the qu~lity levels for Services as defined in the SOW.
Quarantine" shall mean holding the AMR Meter for two days following Retrofit pending receipt
of validation acceptance from UTILITY.
Refurbished Meter" shall mean a meter supplied by Itron that was purchased from a secondary
market meter vendor and considered "as new
Refurbished Meter Procurement Schedule shall mean the schedule of procurement of
Refurbished Meters and UTILITY Meters as provided by Itron and outlined in the SOW.
Refurbished Meter Sample Testing" shall mean the sample testing of Refurbished Meters in
accordance with the procedures in, the SOW.
Return Materials Authorization" shall mean the procedure for the return of ERT Modules to
Itron.
Retrofit(s)" shall mean the cleaning.& inspection of the meter, creation and application of an
UTILITY meter number bar code label, installation of the ERT Module, As Found Test, program
& testing of the ERT Module and packaging of the AMR Meter for Field Installations in
accordance with the procedures described in the SOW.
Retrofit Schedule" shall meanJhe ~cheduleof meters Retrofit by Contractor.
Salvage Meter" shall mean a meter to be salvaged by UTILITY after processing by Contractor
in accordance with tIle proc~dure~, in:tpe SOW.
Schedu~e( s " shall mean the set of sch~duks, Field Installation Schedule, Meter Disbursement
Schedule, Retrofit Schedule, New Meter Procurement Schedule, Refurbished Meter Scheduledefined in the SOW.
UTILITY Meter shall mean a m~ter supplied by Itron other than a New Meter, Field
Exchanged Meter, or Refurqished Meter, and considered "as new
Scrap Meter shall mean. a meter to be scrapped by UTILITY after processing by Contractor in
accordance with the procedures in the SOW.
ToHost File" shall mean the file containing Field Installation completion information.
Warranty Meter" shall mean a Refurbished Meter or New Meter designated for return to the
applicable meter vendor because of a meter problem.
Warranty Meter Services" shall mean services provided by Contractor for Warranty Meters
either prior to Retrofit or following Retrofit.
Other terms are defined elsewhere in the SOW and appendices. Capitalized terms that are not
defined in the SOW shall hav~them~anings set forth in the Agreement.
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 3 of 17
2. Project Overview
2. 1 Project Description.
Contractor shall provide Meter Retrofit Services ("Services ) for approximately 362 200 meters
in xxxxx. The approximate breakdown of Services required is, 142 200 Retrofits of Field
Exchanged Meters, 120 000 Retrofits of Refurbished Meters or UTILITY Meters, 100 000 New
Meters subject to New Meter Sample Testing, 120 000 Refurbished Meters subject to
Refurbished Meter Sample Testing, and 220 000 meters subject to Scrap Meter & Salvage Meter
handling. Contractor shall Retrofit the initial AMR Meters used for Field Installations to meet
the Field Installation Schedule, which may require initial Retrofits be performed in a temporary
remote meter shop facility (not to exceed 3,000 retrofits without prior approval from Itron) tomeet the startup Field Installation Schedule;
The duration of the Project is xx-months commencing with Field Installations. that are scheduled
to start xxxx.
Services Quantity Schedule (estimated)
The following Services schedule defines the estimated Services to be provided by Contractor
based on Project requiremen~s andsubjectto the provisions defined in the SOW.
. .'
Qu~nHt
::.
*Totals subject to quantity requirementsbutlined in Procedures Manual
3. Contractor Responsibilities & Deliverables
Contractor is responsible to provide full 100% turnkey services as described in the SOW.
Contractor should not expect any involvement by Itron in the provision of these services unlessspecifically stated in the SOW.
3. 1 Meter Retrofit Shop Project Management
Contractor is responsible to provide Meter Retrofit Shop project management. Contractor shall
assign a full time, on-site, Project Manager, as approved by Itron. Contractor Project Manager is
responsible for:
Overall Service~equirekrierit~, deiiyer~bles and Meter Retrofit Shop activities
Primary communlcat~~njn~erfa(;~:to Itronproject management
. Development, maint~nance and adherence to the Meter Disbursement & Meter Retrofit
Schedules
Coordination of all Services related activities
, .
Administration of Contractor action items .
Creation and distribution of Reports as outlined in the Exhibit B - Procedures Manual, or asmutually agreed
:; .
Participation in Project review and status meetings as called by Itron project management
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 4 of 17
Monthly invoice and reconciliation for Services with documentation detail for all charges as
mutually agreed
Change order rria.~ageinent
Pro-active communications with 'Itron project management of any issues that may affect
Contractor s ability to perfonn the Services
2 Meter Retrofit Services,
..
Contractor is responsible fot the 'ftillowing Meter Retrofit Services in accordance with the
procedures described in Exhibit B ~!ProceduresManual.
Retrofit of Field Exchanged Meters
Retrofit of Refurbished Meters
Retrofit of UTn.JTY Meters
Sample Testing of New Meters
Sample Testing of Refurbished Meters (Total quantities TBD)
Scrap Meter handling
Salvage Meter handling
Tamper meter handling "
, r, "
..
Meter Data collection, validation, updates, and transfer to Itron
Meter Data exc~ptiQn prQcessing
,- ," ""
Warranty Meter Servic~s
..' '" "
Maintenance Meter rvic.e
~ ,,' "" "
Quality Audit Program
" ..: '
Facility Requirements I ,
Itron shall provide a Facility for use 'by ~ontractor and Itron to perform the Services. Contractor
is responsible for the following:
Facility Lease Costs
Contractor is responsible for Facility leasing costs associated with the Services. Contractor
Retrofit price reflects compensation to Itron for such costs as mutually agreed.
Facility Buildout Costs
Contractor is responsible for Facility build out costs associated with the Services. Contractor
Retrofit price reflects compen~at~on ,to Itron for such costs as mutually agreed.
Utilities & Overhead Costs
Contractor is responsibl6 Jqr , ~ll Contractor telephone service costs, and garbage removal costs
associated with performing tb.'e' Services. 'Contractor is responsible for normal janitorial duties to
ensure Facility if maintained in a business like manner. Contractor shall provide janitorial and
restroom supplies commensurate with Contractor Facility use.
" ,
Contractor shall compensate Itron fo'fFacility repair costs when such repairs are required due to
an action or inaction by Contractor. '
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 5 of 17
" ,
Equipment System Requirements
Facility Equipment
Contractor shall provide aU equipment to perform the Services, except such Materials or
equipment provided by Itron as specified in ~he SOW. This shall include but is not limited to
tools, work tables, storage racks, forklifts, hand trucks, etc.
Office Equipment
Contractor shall provide office equipment to perform the Services. This shall include but is not
limited to , furniture, office supplies, computers, printers, Fax machines, etc. Contractor and
Itron may share in the cost of some office equipment, such as Fax and copier machines and
associated supplies , as mutually agreed.
3 Meter Test Boards
Contractor shall supply test boards for the testing and calibration of meters. The test boards shall
be capable of electronically capt~ring and recording the applicable test data to the Contractor
Meter Data System. Contrac~Qr sp";lll ~n~ure calibration of test boards in accordance with the
, ,, ,, ,
National Institute of Standards' and Technology ("NIST") national watt-hour standard. Initial and
ongoing test board calibrations shall conform to specifications approved by Itron and described
in Appendix F - Meter Test Board Calibration Specification.
4 Meter Data System
" ,
Contractor shall provide a Meter Data System. The system shall be capable of capturing, storing,
maintaining, and providing, Shop Meter Data which includes but is not limited to, UTILITY
system meter data, New Meter data, Refurbished Meter data, meter test data, Meter/ERT Module
marriage data, meter disposition status, and ERT RMA data files (Excel format). See Appendix
G - Meter Data File Definitions.
Contractor Hiring and Employment Requirements
Identification
Contractor employees , shall have a valid identification card and Social Security Card.
Contractor employe~'s that are hot citizens of the United States (") must provide acceptable
identification confirming legal status 'to. work in the U.S., e.g., naturalization papers or residentalien card.
' ." , "
Itron shall coordinate with Contractor the issuance of Contractor employee identification cards
that identify Contractor employees with the Project. Contractor employees must wear the
identification cards at all times while in the FacIlity
2 Drug Screening
All Contractor employees shall ta~e a mandatory drug screen test as a condition of employment.
Contractor shall conduct random drug screening such that 100% of Contractor employees are
randomly tested on an annual basis. Drug screen results shall be documented and retained by
Contractor for the duration of the ~roject.
UTILITY
Electric Meter Retrofit'Services
Exhibit A - Scope of Work'
: '
date Page 6 of 17
" " '
. , ,
Security Questionnaire
Contractor employees shall complete the Se~urity Questionnaire as a condition of employment
on the Project. The questionnaire is depicted in Appendix J - Security Questionnaire.
Contractor shall deliver completed forms to Itron project management.
4 Employee Profile Form
Contractor employees shall complete the AMR Project Employee Profile Form upon employment
on the Project. The form is depicted in Appendix H Employee Profile Form. Contractor shall
deliver completed forms to Itron project management.
Operations Plan
Contractor shall develop, submit to Itron for Itron' s approval, and implement a Services
Operations Plan within 3Q-days of the Effective Date. The plan shall define all Contractor
operations for performing the Services. At a minimum, the following activities and subjects shall
be addressed:
Staffing Plan
Contractor shall develop and 'implement a Staffing Plan. The plan shall describe the Contractor
staff requirements and anticipated staffing h~vels necessary to provide the Services and meet the
established schedules as ou"tlined in"the SOW. Contractor staffing plan shall include a qualified
Meter Data administrator, as approved'liy Itron.
2 Training & Safety Plan
Contractor shall develop and implement a Training & Safety Plan. Contractor shall train and
qualify all Meter Retrofit Shop employees based on job requirements and in accordance with the
Procedures Manual. Services sha:Il be completed in compliance with applicable OSHA and
CalOSHA standards. The Training & Safety Plan shall include:
Identified training staff
Specific training curriculum'
Proficiency testing procesS & acceptable standards
~ '' -' ,, ," ' ,
Contractor shall submit documented results of acceptable proficiency levels for an employee
performing the Services, for Jtron' s approval, prior to the employee performing any of the
Services.
" ,
3 Meter Shop Procedures 'Manual
Contractor shall develop ' a corripr~hensive ' step-by-step Procedures Manual outlining how
Contractor will perform the Meter Retrofit Services. Contractor shall incorporate the procedures
in Exhibit B - Procedures Manua1.as appropriate.
Activity Report Plan
Contractor will produce Activity Reports as mutually defined by Itron and Contractor to track
Meter Retrofit Shop Services. Examples of reporting requirements are outlined in Exhibit B Procedures Manual.
' '
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 7 of 17
Quality Audit ProgralT1
Contractor is responsible to provide AMR Meters to Itron that are 100% error free. Contractor
shall develop and implement a Quality Audit Program. The plan shall detail Contractor quality
audit procedures and document that the quality of Contractor Meter Retrofit Services comply
with Section 6 of the SOW.
Contractor Quality Audit Plan shall use ANSI standards for measuring the quality of the
Services. The applicable standard required by Itron for quality audit sampling by attributes is
ANSIJASQC Z1.4-l993.
Contractor Quality Audit Program shall include:
Meter cleanliness check
Meter paint stripe check
Installation of ERT Module check
Meter reassemble check
Meter bar code label and label placement check
As Left test & calibration completion check
ERT Module program check
ER T Module encoder check
Contractor shall provide !tron access to a meter test board and test station for !tron to conduct
quality audits of the work performed ,by Contractor. Contractor is not required to provide a
dedicated test board and test station for !tron use. !tron will coordinate an equipment use
schedule with Contractor that ensures Contractor work is not affected.
' ,
Materials Management Plan
Contractor shall develop ;an~ implement a Materials Management Plan. Contractor shall
maintain and provide Itron atecbrd of all Materials received by Contractor with as well as all
Materials shipped or released by Contractor. Contractor and !tron representatives with signatory
authority shall sign such reco~ds as part of the process. Contractor shall conduct and record a
weekly inventory of all Materials in Contractor s possession, and provide such documentation to
Itron. Contractor shall reconcile all Materials discrepancies and respective compensation
reconciliation on a monthly basis. See Section 6.4 of the SOW for lost material compensationschedule.
7 Meter Data Management Plan
Contractor shall develop and implement a Meter Data Management Plan. The plan shall outline
the procedures Contractor will utilize to handle the Meter Data to meet the Services performance
requirements and schedules outlined .in the SOW. The plan shall include, at a minimum, the:
Meter Data collection process
Meter Data transfer process
Meter Data validation pr?cess
Meter Data exc~ptiomfresolution process
Meter Data update and synchronization process
Meter Data backup and restore process
Meter Data integrity and security process
Meter Data archive process
. ER TIns tall data to Itron process
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 8 of 17
Disaster Recovery Plan
Contractor shall develop and implement a Disaster Recovery Plan ("DRP"). Contractor shall use
its best efforts to ensure that the DRP incorporates general utility industry standards and proven
technologies in the planning and recovery from a Disaster.
9 Substance Abuse Policy
Contractor shall develop and implement a Substance Abuse Policy for Contractor employees.
The Contractor plan shall, at mi~imum, mirror the Itron ' s Substance Abuse Policy as described
in Appendix A.
4. Itron Responsibilities & Deliverables
4. 1 Meters
Itron shall provide meters based on the Installation Schedule, Refurbished Meter Procurement
Schedule, and New Meter Procurement Schedule.
ERT Modules
Itron shall provide ERT Moduks . and miscellaneous ERT Module supplies, such as leads
screws, stencil kits, etc, to meet the Retrofit Schedule.
ERT Module Programming Equipment
Itron shall provide an adequate supply of ReadOne Pro units & equipment, and ERT Module
programming cables, as determined by.Contractor and approved by Itron. Contractor shall have
submitted its requirement for, such equiPment to Itron for approval prior to execution of the
Agreement.
Meter Supplies
Itron shall supply meter T -seals and meter globes to meet the Retrofit schedule. Contractor shall
notify Itron of anticipated supply requirements, as mutually agreed.
Training
't".Itron shall provide training on the proper use of Itron supplied ERT Module programming
software and equipment and training on the proper installation of the ERT Modules into the
meter. Training will be provided to Contractor training staff. Contractor is responsible to train
the general Contractor work force inaccordance with Contractor Training & Safety Plan.
Electronic File of ~terDat;;l
Itron shall provide an elect~o~ic ~eter
. '
a data file that contains a record of the anticipated Project
meters. Contractor shall utilize th~ fllys to initialize Contractor Meter Data System. The files
will contain, by meter ~uplng: the Nev/Meters, UTILITY Meters, Refurbished Meters , and
pending Field Exchanged Meters.
. -. ' \
Itron shall provide updated Project meter data files as appropriate. At minimum, an updated file
of pending Field Exchanged Meters will be provided when a new Field Installations service
location is started, and when any Field Installation route is added or changed.
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 9 of 17
Meter Data Validation File
Itron shall provide a dailyrp.etervalidation file detailing the status of meters sent to UTILITY
Contractor in the Meter:Data export file.
" ., ', "'. '. '
ToHost File
Itron shall provide a ToHost file of Field Installation completions. Contractor shall utilize this
file to update Contractor Meter Data System with the pending Field Exchange Meter records
Scrap, Salvage, Tamper, Warranty Meters
Itron shall provide Gaylord storage containers and weekly removal of Scrap, Salvage, Tamper
and Warranty meters from the Shop.
10 Facility
Itron shall provide a Facility for use by Contractor and Itron to perform the Services. Itron is
responsible for Facility electrical service and water service. Itron and Contractor shall share
Facility upkeep responsibilities and costs commensurate with their respective Facility usage.
4. 11 Schedules
:.
Itron shall provide ,t4eJoll()~i~g ~c:he4111es:
Installation Schedule
. .
New Meter ProcurementSchedule
Refurbished Meter Procurement Schedule
UTILITY Meter Supply ~ched~le
:o"
Schedule updates and c~anges will be 'mag~)n accordance with the Schedules section of theSOW. "
4. 12 Documentation
Itron shall provide the following documentation for use by Contractor in the performance of the
Services:
ERTlnstall Users Guide - TDC-0084-000
ReadOne Pro ERT Programming Guide Itron TDC-0027-004
Installation Manual 41, 4? ;Ef.-ABB: AB1, D5S, D4S; Itron PUB-035-000l
Installation Manual- 40;41 45 ER-GE: 170; Itron PUB-0035-002
Installation Manual- 40 45 ER-L&G: MS MSI/; Itron PUB-0035-003
Installation lvidhUdZ-
' '
, 41, 45ER-L&G: MX; Itroll PUB-OO35-004
Installation Manual ~ 45 E,N-ABB: ABS, D5S, D4S polyphase; Itron PUB-0057-001
Installation Manual - 45 ES-Schlumberger: , 15; Itron PUB-0062-001
Electric ERT Meter Coll!patibility List
Itron RMA Procedure
Receipt of Materials form '
" ", '
Disbursement of Materials form
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 10 of
5. Schedules
The following schedules define the requirements to meet the Project goals. The schedules are
subject to adjustment in accordance with the Schedules update guidelines defined in this Section
6 of the SOW.
Field Installation
' '
Schedule
The Field Installation Schedule defines the approximate number of Field Installations anticipated
during the Project. The Field Installation Schedule may be adjusted in accordance with Section
6 of the SOW.
, ""
:9~~~'~~,
j~;" ,' ""
lnsfaHafia"
Meter Disbursement Schedule (TBD)
The Meter Disbursement Schedule define's the combined AMR Meter release schedule for
Contractor. The schedule shall be adjusted by Contractor to meet the Field Installation Schedule
in accordance with Section 5.6 of the SOW.
;pu~gl~liV '
Retrofit
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Wor~
date Page 11 of
Retrofit Schedule (TBD)
The Retrofit Schedule defines the approximate number of Contractor Retrofits required to meet
the Meter Disbursement Schedule. The Retrofit Schedule shall be adjusted by Contractor to
meet the Meter Disbursement Schedule in accordance with Section 5.6 of the SOW.
~Qmgl~!i~~.
RetrOfits: .
New Meter Procurement Schedule (TBD)
The New Meter Procure'ment Schedule defines the approximate number of New Meters
scheduled for procurement to meet the Field Installation Schedule with consideration to the
Refurbished Meter Procurement Schedule. The New Meter Procurement Schedule is subject to
adjustment in accordance with Section 5.6 of the SOW.
"'.~~~,
!YJ~~~.;kRurphase'.
. .. . ....
~~~~~U~~;"
UTn..ITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 12 of 17
Refurbished Meter Procurement Schedule (TBD)
The New Meter Procurement Schedule defines the approximate number of Refurbished Meters
scheduled for procurement to meet the Field Installation Schedule with consideration to the New
Meter Procurement Schedule. The Refurbished Meter Procurement Schedule is subject to
adjustment in accordance with Section 5.6 of the SOW.
. ... . .
~~f
~g~~~~~l~.~~';lW~~fs
Schedule Update Guidelines
The initial Project Field Installation Schedule, Refurbished Meter Procurement Schedule, New
Meter Procurement Schedule, Retrofit Schedule and Meter Disbursement Schedule shall be
created within 3D-days of the Effective Date. Updates to the Schedules may occur every 6D-days.
Following a Schedule update the new Schedule will become effective in 3D-days or as otherwise
mutually agreed.
Contractor acknowledges such Schedule updates may occur as defined in the SOW. Contractor
further acknowledges that the total quantity of Contractor Services may fluctuate between the
minimum and maximum levels for Retrofits, New Meter and Refurbished Meter sample testing
and Scrap Mete and Salvage Meter handling as defined in Section 2.2 of the SOW. Project
updates outside of the minimum and maximum Jevels.shall be managed through the change order
procedure defined in Exhibit I of the SOW.
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 13 of
6. Performance Requirements
6. 1 Services Quality
Contractor shall ensure that the Qp.ality Standards are met for the Services provided. Contractor
shall compensate Itron for all reasonable actual costs incurred by Itron that are a result of
improper or poor quality work performed by Contractor.
L ""
1 Meter Data Accuracy
Meter Data exceptions, as determined by UTILITY during the processing of the Meter Data
shall not exceed 1 % of the total number of meters processed for any file. Contractor shall not be
held accountable for any rejection of Meter Data for reasons not within Contractor s control. If
the rejection rate exceeds 1 %, as defined, Contractor shall compensate Itron for reasonable actual
costs incurred to process the exceptions.
If the Meter Data exceptions exceed 5% for any file, and the exceptions are determined through
investigation to be caused by Contractor, Contractor shall immediately halt Meter Retrofit
Services. Contractor shall then conduct an investigation and review of Contractor procedures to
determine the cause of the Meter Date inaccuracy and to ensure accurate delivery of Meter Data
upon resumption of services. Itron .will promptly review the results of the investigation, and
based on the review, grant permission to Contractor to resume Meter Retrofit Services.
Contractor shall compensate Itrol1:for all reasonable costs incurred as a direct result of the halt in
Services. If a halt in Services occurs, and Contractor is found to not be at fault, Itron and'
Contractor shall mutually negotiate fair compensation for reasonable costs incurred byContractor.
'" "
2 Meter Retrofit Services
Contractor shall ensure that Meter Retrofit Services are free from errors. All Meter Retrofit
Services and each AMR Meter Lot released to Itron must, at minimum, be 99.5% error free as
demonstrated and documented by, Contractor Quality Audit Program. Contractor shall
compensate Itron for all reasonable, costs incurred by Itron to rectify errors as caused by
Contractor or Contractors failure to meet the acceptable quality level, i.: 99.5%.
Contractor shall provide Itron documented quality audit results for each AMR Meter Lot ("Lot
and other Services. Itron will review the results and may perform its own subsequent Itron
quality audits to confirm Lot acceptance. Lots rejected by Itron will be returned to Contractor for
corrective action as mutually agreed.
Itron s acceptance of Lots does not absolve Contractor from responsibility related to poor quality
of improper Services that may escape such samplings.
Field Exchanged Meters
Contractor shall receive into the Meter Data System Field Exchanged Meters and identify meters,
within five business days after receipt from Itron, and process any Scrap Meter, Salvage Meter or
Tamper Meter within the same period. Contractor shall complete Retrofits based upon Field
Installation meter requirements in accordance with the Meter Disbursement Schedule.
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 14 of
Services Adherence tq M~te~ Di~bur~ement Schedule
Contractor shall provide Services .to meet the Meter Disbursement Schedule. Contractor shall
compensate Itron for all actual and reasonable costs incurred by Itron as a direct result of a delay
in the Meter Disbursement Schedule as caused by Contractor. A delay in the Meter
Disbursement Schedule is defined as:
A Meter Disbursement Schet;fule delay is declared when the number of AMR Meters available
for Field Installation for a given month) drops below 90% of the AMR Meters identified by the
Meter Disbursement Schedule, as caused by Contractor.
Damaged or Lost Materials
Contractor shall be responsible for all Materials supplied to Contractor. Contractor shall
compensate Itron for the actual costs of any Materials that are damaged or lost by Contractor
based on the following cost schedule.
'",.." "","'
..lteIil
ERT Module - 41 ER-
ERT Module - 45 ER-l/ES:l
ERT Module - 45 EN-
ReadOne Pro
ReadOne Pro Down16aclBase "
, "
ReadOne Pro Ra id Char
ReadOne Pro Batter
ReadOne Pro PC Cable
ERTInstall Cable - 41 Series
' .
ReadOne Pro re air - Basic
ReadOne Pro re air wlnew screen
New Meter
Refurbished or UTILITY Meter
New Meter Globe
T -Seals
ERT Module su lies
Insufficient Materials
Itron shall provide Contractor Materials to meet the Retrofit Schedule. If Contractor Services are
affected due to the lack of Materials supplied ,by Itron, as caused by Itron, Itron shall compensate
Contractor for reasonable actual costs incurred as a result of the lack of Materials. Contractor
shall provide Itron written notification that details the cause and affect of the situation.
Contractor shall use its best 'efforts to keep such costs as low as possible.
Compensation Reconciliation
Itron and Contractor will reconcile compensation due either party on a monthly basis as incurred
via the monthly invoice for Services, as mutually agreed.
Note: Any amounts due !tron as set forth in this section, shall be in addition to and not in lieu of
any and all other rights andlor remedies to which Itron may be entitled under the Agreement or
otherwise.
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 15 of 17
NormalltronEquipment Maintenance
" ", ,
Itron is responsible for normal maintenance costs associated with Itron equipment provided for
use by the Contractor, Contractor is responsible for all reasonable costs attributed to damage
equipment as defined in the SOW,
7. Services Price Schedule
Contractor Services price schedule is 'as follows:
;M~t~~:l'a~tfoJi~:I~er~lic~$ji X ,,
" "," '" "
: i ,,
)/,
;ii
Retrofit of Field Exchan ed Meters - 18,
Retrofit of Field Exchan ed Meters - 128
Retrofit of Refurbished Meters - 18 , 28, 38
Retrofit of Refurbished Meters - 128
Retrofit of UTILITY Meters - 18 , 28, 38
Retrofit of UTILITY Meters - 128
8am Ie Testin of New Meters 18, 28, 38
8am Ie Testin otNew Meters J288am Ie Testin of Refurbished Meters - 18 , 28, 38
8am Ie Testin of RefLfrbished Meters - 128
8cra , 8alva e & Tam er Meter Handlin
..'.:
ExC~"""'fltDn"t=?.~QGes5jffi"""!.8j.Ir1ttial.(l7Ji~pqllrn:
!""
1.;0f1Yteter',
, '' ",,", ", "
Refurbished or UTILITY Meter -:. Re ected from visual check
Refurbished or UTILITY Meter "- Rejected after Retrofit - remove
ERT -
Refurbished or UTILITY Meter- Rejected after Retrofit - remove
ERT -128
UTILITY Meter - Rejected after Retrofit - remove ERT - 18 , 28
UTILITY Meter - Re ected after Retrofit - remove ERT -128
Field Exchanged Meter -, Rejec;ted after Retrofit - remove ERT -38 '
Field Exchanged Meter -, Rejected, after Retrofit - remove ERT -
128
;:
' , I :,
, , '
Refurbished or UTILITYty1eter'
,....;'
ERT Failure - RMA ERT - 18 , 28
" '
Refurbished or UTILITY Meter
":"
ERT Failure - RMA ERT - 128
Field Exchan ed Meter
"":
ERT Failure RMA ERT - 18, 28 , 38
Field Exchan ed Meter ERT Failure RMA - ERT - 128
Meter;r\J1aIrJtenaqc'tjieIH'8etdd5eCl~MRN1ef(~~ft.!'
..:'!, ! ",' "
Meter Maintenance - resolve issue - com lete maintenance form
Contractor acknowledges that Contractor shall repair any meter returned to Contractor due to
workmanship by Contractor ~~ no charge,
UTll.JTY
Electric Meter Retrofit Services
Exhibit A - Scope of Wqrki. '
, ', ,
date Page 16 of 17
Both parties acknowledge that Retro(itprices are based on Contractor completing a combined
Retrofit total of 262 000 Field Exchanged Meters, Refurbished Meters, and UTILITY Meters. In
accordance with the following table, Retrofit price adjustments shall be made if Retrofits deviate
from said total.
.............. .. .
.aefr of it ...qll~ii ti tv .aev if:! tiPIGI.."
" .
aripg.J!.gJtJ$tm~nt...:i..'
...:'.. ...
les
les
:;:.
les
Note: prior to performing any services other than those specifically defined in the SOW and
listed in the Service Price Schedule, Contractor must submit to Itron documentation requesting
approval to perform such services via the Change Control Procedure defined in Appendix I of the
SOW.
8. Appendices
Appendix A - Itron Inc. Substance Abuse Policy
Appendix B - Procedures Manual
Appendix C - Scrap Meter Definition
Appendix D - Salvage Meter Definition
Appendix E - Meter Glass Retirement Definition
Appendix F - Meter Test Board Calibration Specification
Appendix G - Meter Data File Definitions
Appendix H - Employee Profile Form
Appendix I - Change Control Process
Appendix J - Security Questionnaire
Appendix K - ItronlContractor Maintenance Outline
Appendix L - Electric Meter Maintenance
. .
UTILITY
Electric Meter Retrofit Services
Exhibit A - Scope of Work
date Page 17 of
Itron
Subcontractor RFP
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TABLE OF CONTENTS
RFP 0 vervi ew ................................................................................... ........................... ........................ 4
SCOPE............................................................................................................................................. 4
PROPOSAL SUBMISSION INSTRUCTIONS AND CONDITIONS ............................................................ 4
PROPOSAL FORMAT................. ........ ...... ........... ........ ..... ............ ............... ......... ................. .... ........ 5
SERVICES PRICING SUMMARY................
"""""""""'"
......... ............... ...................... ............. ........ 5
CONTRACTOR PROFILE..................................
"""""""" ............ """"""""""'"
......... ............ ......... 5
CONTRACTOR QUALIFICATIONS................ ...........
....................................... ......... ...............
...... ..... 6
DEFINITIONS
....................................... ..... .............. ........... ........
.......................... ...................... ...... 6
As S UMPTI 0 N S ................................................................................................................................ 6
Contractor Conformance Req uirem ents. ...... ......
... .......... ................... ......... .............
........................ 7
PROJECT OVERVIEW DESCRIPTION ................................................................................................ 7
SERVICES QUANTITY SCHEDULE (ESTIMATED) """"'
""""""""""""""""""""""",.....................
CONTRACTOR RESPONSIBILITIES & DELIVERABLES ..................................................................... 7
2.3.Minimum Resource Requirements..........................................................................................
Mini1n,uln Required l.abor...............
..................................... ...... ......... ...... ..... .............. """"'"
2.3.3 Retrofit Services Project Management ................................................................................... 8
2.3.4 Project Implementation Requirements..........
""""""""""""
........... ............... ................. ....... 8
Key Personnel Resulnes ....................................................................................."""""""""'" 8
Tools.........................
:......~........."..
........................................................................................ 9
Repo rts
................... ,
:............................................................................................................... 9
Change Contr~l Process
...........:.............................................................................................
RETROFIT SERVICES ...
:...................... ....... ........ .............. ...... ........... """"""'" ....... .... ..... ........
........ 9
Services Managelnent
... .:...................... .................. ........... .......... ........ .......... .......... ....... ......
Meter Pickup and Delivery
...................................................................................................
Scrap Meter Handling...
............................................ ....... ...... ....... ........ ........ ........... ......... ....
Salnple Meters..................................................
............,........................................................
FACILITY REQUIREMENTS. ......
........... ....... ..................... ........ ................ ..... ............... ..................
Facility Lease Costs......
~..:.... ........ .... ...... .......... .... ..... ......... .................. ......... ............ .........
Facility Build Out 'Costs..
.'................... ......... .............,............ ..... ......... ..... ............. ...............
Utilities Overhead Costs........
;..........................................................................................
EQUIPMENT & SYSTEM REQUIREMENTS......................................................................................
Facility Equipment..... .............. ....................."... ................ .................. ....... .............. ............ 11
Office Equiplnent
.......... ....................................... .................... ......... ............... ...............
...... 11
ERT Install System Equipment.............................................................................................. 11
Equiplnent and Tools
...........~.............................................................................................
Vehicles
............ ........ ........ ...... ................. """"""""" .....
.................................. ............... ."... 11
CONTRACTOR HIRING AND EMPLOYMENT REQUIREMENTS
........................................................
Identification....
""" .......... """""""""""""""""'" ........... ....... ......................................
Drug Screening .............................................................................................................."..... 12
Security
"""'" .......... :............ .......................................... ..... ......
........................ ..................... 12
Security Background Check......
"""'" ...................... ...... """""""""""""""""""
........... ...... 12
Elnployee Profile Form...........................................
..........
............................................... ..... 12
RETROFIT WORK HOURS .......................................................................................................,...... 12
OPERATIONS PLAN..... ....... ........
;.... ...................................... ......................... ...............................
Staffing Plan.........,............ """"""""""""""""""""""""""""""""""""""""""""""""" 13
Training Safety Plan ......................................................................................................,.. 13
Subcontractor RFP
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9.3
9.4
Retrofit Procedures Manual.......
~............ .... ......... "'"
............ ............................. ....... .......... 13
Activity Report Plan.............................................................................................................. 13
Quality Audit Prdgram
...................... '"""""" ............. ..... .......... ......, ............. """" ........... ...
Materials Inventory Management Plan ................................................................................ 14
I tron Responsibilities & Deli vera hies ........... ......... ...... ..... ...... ........... ..........
........ .............. ....... .......
ER T MODULES.............................................................................................................................
ERT MODULE PROGRAMMING EQUIPMENT ................................................................................
METER SUPPLIES ..............................
:...........................................................................................
TRAINING ....................
...........
~..................................................................................................... 15
SCHEDULES
..................................................................................................................................
SCHEDULE UPDATE GUIDELINES
.................................................................................................
DOCUMENTATION.........................................................................................................................
NORMAL ITRON EQUIPMENT MAINTENANCE.....................................................................,......... 16
Perform ance Req ui rem en ts .............................................................................................................. 17
ERT MODULE PROGRAMMING AND INSTALLATIONS
..................................................................
SERVICES ADHERENCE TO RETROFIT SCHEDULE """""""""""""""""""""""""""""""""""" 17
DAMAGED OR LOST MATERIALS..... ;'
...,,'..','.... ;'~.',....... ........... .... ......
......................... """'" ......... 17
INSUFFICIENT MATERIALS ......................................................"""""""""""""""""""""""""'" 17
COMPENSATION RECONCILIATION....
................. ............. ......... ............. .......
....... .............. ........... 18
NORMAL ITRONEQUIPMENT MAINTENANCE...
""""""""'"
........ ................. ............ ..... ........ ....... 18
PENALTIES AND FINES~.. ""
.............................................. """'" """""" .........
"""" ............ ........... 18
3.4
4.1
4.4
5 A p pen di ces
................... ............. .. ~.
~.................................................................................................... 19
A p pen dix A.............................. .
~..........................................................................
....................................... 20
A p pen dix B................................................................................................................................................ 21
Material Management & Inventory Procedure ..................................................................................... 21
Retrofi t Servi ces Procedure
.....................................................................................................................
Quali ty A udi t Procedure Guidelines
...... .......... ....... ................... ........ ........
............................................. 25
A cti vi ty Repo rt Procedure....................................................................................................................... 26
Ma terials Recei vin g Procedure............................................................................................................... 28
RMA Procedure........................................................................................................................................ 29
Appendix
Appendix
Appendix
Appendix
c ................................................................................................................................................ 30
D ................................................................................................................................................ 31
E ............................................. ~.................................................................................................. 32
F ................................................................................................................................................ 34
Subcontractor RFP
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RFP Overview
1. 1 Scope
Itron, Inc. is soliciting proposals for the supply of Retrofit services for a prospective project and, if
warranted, negotiate a contract with one or more Bidders to obtain such services. Itron s primary goals for
this RFP are to select a supplier(s) and negotiate a contract(s) that:
. Itron can partner with to provide Retrofit services that comply with the UTll.JTY Contract for AMR
Modules.
. Provides high quality, efficient and cost effective services.
. Meets Itron s risk management criteria while maximizing benefits.
. Ensures Itron s ability to cost effectively offer competitive services for it's customers.
. Maximizes benefits through the most timely deployment program possible that meet overall project
goals.
"e..' .
- .
Bidder s proposals must be received by 0:00 PM PDT on MM/DD/YYYY. Assuming proposals are
submitted that appearto meet its requirements, Itron anticipates entering into negotiations with the intent
of finalizing a decision and negotiating a contract(s) at any time on or before the award of contract from
the UTILITY. The UTILITY's intent is to award a contract within X days of the bid due date of
MM/DD/YYYY.
Proposal Submission Instructions and Conditions
This section describes the proposal submission logistics to which Bidders must adhere in responding to
this RFP.
. Due Date - Submissions are due by MM/DD/YYYY 0:00 PM PDT.
. Proposals are to be submitted electronically to: Itron Representative at ItronRepresentative(Q)itron.com
. If it is necessary to submit the p~oposal via hardcopy please notify Itron Project Manager at (xxx)xxx-
xxxx. The Bidder s proposal must be delivered in one shipment to: Itron, Inc., 2818 N. Sullivan Rd.
Spokane, W A, 99216 Attn: Itron Representative, Global Services
. Any questions must be subniitted to ltron Proj~ctManager at (xxx) xxx-xxxx or via email Itron
PM (Q)itron.com
, "
. Submitted proposals become the property of Itron and will not be returned.
. All costs and expenses incurred in preparing the proposal or in any subsequent meetings with Itron
shall be borne by the respective parties. Under no circumstances, will Itron compensate Bidders for any
costs incurred.
' \
Subcontractor RFP
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Proposal Format
Bidders are to use the following format fQr submission of their proposals.
Proposals shall consist of a Table of Contents and the following four sections:
. Executive Summary
. Solution Description
. Price and business terms
. Appendices
Answers are to be in the following form:
. Conform - with Description when applicable
. Alternate - Include explanation
. Exception - Include explanation
Services Pricing Summary
Please refer to General Pricing Sheet located in Appendix C.
Contractor Profile
Contractor shall provide the following information:
. Describe your company in terms of its background, vision and mission statements
. Describe the products services that your company offers
. Describe any relevant project experience (project, service type, scope of work)
. Explain any benefits that your company would bring to this project
. Describe your company s commitment to quality and safety
. Please provide a minimum of three (3) references from customers in which you performed a similar
type of project.
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Contractor Qualifications
Contractor shall provide the following information:
Home office name, address, telephone and fax numbers, contact name and email address
. Organization type (i.e. individual partnership, corporation, joint venture, etc.
. Parent company and subsidiary / affiliates (if applicable)
. State of registration
. Other states in which your firm operates
. Date business founded
. Size of company (locations, number of employees)
. Customer references - a list of at least three (3) references that includes customer name, location
customer technical environment, products utilized, product versions and customer contact name and
number
. Financial Information - what is the financial health of your company?
Definitions
The following defined terms used herein shall have the meanings specified below:
AMR Meter shall mean a meter retrofitted with an ERT Module.
, ,. .
Disaster shall mean any event th~t prevent~ Contractor from providing Meter Retrofit Services.
Effective Date shall mean the date the Agreement is made on.
ERT Module shall mean anitron AIvlR module such as a 41ER-l and 45ES-ERT(ID module.
Facility shall mean the building(s) housing the Contractor operations and Retrofit warehouse.
Retrofit Services shall mean the services provided by Contractor as defined herein.
Retrofit Schedule shall mean the established schedule of Retrofits provided by Itron and outlined in theSOW.
Materials shall mean items supplied to Contractor by Itron for use by Contractor to perform the services.
Materials shall include but are not limited to, ERT Modules & associated parts, ReadOne Pro s and
equipment, meter seals, meter registers and indexes, meter globes, etc.
Project shall mean the Retrofit services required to provide an AMR System to Utility in accordance with
a separate agreement between Itron and UTILITY.
Quality Standards shall mean the quality levels for Services as defined in the herein.
Return Materials Authorization shall mean the procedure for the return of ERT Modules to Itron.
Assumptions
. Retrofit meter quantity information is based upon data supplied by the UTILITY.
. The Retrofit services pricingfees are based upon approximately X AMR Endpoint retrofits using 4lER
series and 45 series ERTModules.
. All of the X AMR Endpoint retrofit meters are going to be type IS and 2S with series 41ER's ERT
Modules and 45ER's ERT Modules.
. Scrap meter processing by Contract is not to exceed X%.
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Contractor Conformance Requirements
2. 1 Project Overview Description
Contractor shall provide Retrofit Services. All Retrofits are retrofits to existing UTILITY meters. The
Project includes the retrofits of approximately X meters with AMR Modules over an X-month period.
The following Service schedules defines the approximate Services to be provided by Contractor based on
Project requirements and subject to provisions defined herein.
Services Quantity Schedule (estimated)
The following Service schedule defines the approximate quantities of Retrofit Services to be provided by
Contractor based on Project requirements and subject to provisions defined herein. Retrofit Schedules are
approximated based on Project requirements and available customer data.
tion 1 - X Installations over X Months
AMR Module Rettofit
" "
AMR Module Retrofit
AMR Module Retrofit -
TBD
TBD
TBD
Contractor Responsibilities &Deliverables
. Contractor is responsible to provide full'! 00% turnkey services as described herein. Contractor should
not expect any involvement by Itron in the provision of these services unless specifically stated herein.
Minimum Resource Requirements
The contractor must provide acceptable evidence of the contractor s ability to obtain the required
resources. In this section, Contractor must include their plan to meet staffing requirements defined in this
document.
Minimum Required Labor
The Contractor shall have in his/her.'employ at all times a sufficient number of capable and qualified
employees to enable the Contractotto properly, adequately, safely and economIcally manage, operate and
generally perform the scope of work' under these specifications.
"" ,
Subcontractor RFP
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Knmv/edge to Shape Your Future
': '" ': ,
Retrofit Services Project Management
Contractor is responsible to provide a Retrofit Services Project Manager who will be 00 percent
dedicated to the Itron project. Contractor shall assign a full time, on-site Project Manager in the
UTll.JTY's city / state, as approved by Itron.
Contractor Project Manager is responsible for the following:
. Overall Service requirements , deliverables and Services activities
. Primary communication interface to Itron project management
. Adherence to the Retrofit Schedule
. Coordination of all Retrofit Services related activities
. Responsible for Inventory Control Management
. Administration of Contractor action items
. Creation and distribution of reports ,.as,mutually.. agreed
. Participation in Project review and status meetings as called by Itron project management
. Monthly invoice and reconciliation for Retrofit Services with documentation detail for all charges as
mutually agreed
, " ,'-, ,:. '
. Change order management
. Pro-active communications with Itronproj~ct C?r operations management of any issues that may affect
Contractor s ability to perform ,the. Retrofit Services
. Responsible for resolving all complaints filed on Contractor employees
Project Implementation R~quirements
. The Bidder shall provide all technical and administrative resources required to meet the project
deliverables and time line as defined herein.
. Please describe how the project would be managed and the roles and responsibilities of the various
players.
Key Personnel ResulT'-e~
Include resumes for key personnel, including,the project manager and quality assurance manager. Each
resume shall indicate positioq, a brief summary of relevant experience, including education and degrees
earned and trade courses completed. Indicate the percentage of time committed by these key personnel to
the project. Resumes for key persoimel should also include both the start-up resources as well as the on-
going resources with a clear understanding of which is which.
. ;,
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Tools
Specific and common project management tools will be used during the Retrofit process. These tools will
enable consistent, revisable documentation that can be tracked both electronically and manually.
The following tools are suggested for utilization:
. Project Scheduling:
. Documents:
. Correspondence:
. Spreadsheets:
. Databases:
MicrosoftCB) Project' 98
MicrosoftCB) Word' 97
MicrosoftCB) Word' 97
MicrosoftCB) Excel' 97
MicrosoftCIDAccess '
Reports
. -, ,...' -' . ,
. Creation and distribution of Daily Activity Reports including outlining daily, weekly, and monthly
retrofit totals. Format of report is defined in Appendix B. Status reporting will be via daily posting to
Contractor s Web site.
Change Control Process
Prior to performing any services other than those defined herein and listed in the Service Price Schedule
Contractor must submit to Itron documentation requesting approval to perform such services via the
Change Control Procedure define in Appendix E.
Retrofit Services
Contractor shall provide services in accordance with the procedures outlined herein. Refer to Appendix B
for more information.
. Retrofit of UTILITY meters
. Scrap meter handling
. Quality Audit Program
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Services Management
. Requirements / setup for facilities, space planning and requirement definition for inventory.
. Review the receiving / shipping procedures for daily inventory of meters arriving from and being
shipped to the UTll.JTY.
. Review the receiving procedures for daily inventory of ERT' s and retrofit parts (leads, screws etc.
shipped from Itron.
. Assist in determining Retrofit Data exchange / reporting between Contractor and UTILITY.
Meter Pickup and Delivery
Contractor is responsible for all meter. pickup and delivery between UTILITY, Installation hubs, and
Contractor Retrofit facility. Schedule will be determined by project schedule requirements and utility
needs. Goal is to pickup and deliver meters in full truckloads.
Scrap Meter Handling
Contractor is responsible for disposal of retired meters not required for return to UTILITY. Scrap
handling is not to exceed 2%. UTILITY will make reasonable effort to not ship known retired meters to
Contractor.
Sample Meters
Contractor is to randomly select a quantity of sample meters, to be tested by UTILITY, for each shipment
of retrofit meters. Sample meters are to be palletized separately and so identified and loaded last, off first
on truck.
Facility Requirements.
The Contractor shall provide a Facility to perform the Services.
Contractor is responsible for the following:
Facility Lease Costs
Contractor is responsible for Facility leasing costs associated with the Services.
Facility Build Out Costs
Contractor is responsible for Facility build out costs associated with the Services.
Utilities & Overhead Costs
Contractor is responsible for all Contractor telephone service costs, and garbage removal costs associated
with performing the Services.
. .
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Equipment System Requirements
Facility Equipment
Contractor shall provide all equipment to perform the Services, except such Materials or equipment
provided by Itron as specified herein. This shall include but is not limited to, tools, worktables, storage
racks, forklifts, hand trucks, etc.
Office Equipment
Contractor shall provide office equipment to perform the Services. This shall include but is not limited to,
furniture, office supplies, computers, printers, Fax machines, etc.
ERT Install System Equipment
Contractor shall provide a dedicated PC and printer for running the ERT Install System Software.
Equipment and Tools
Contractor shall provide aU the necessary equipment and tools required to perform the Services
excluding those supplied by Itron.
Vehicles
Contractor shall provide vehicles for all Contractor field employees to perform the Services. Contractor
vehicles shall be marked with identification (name and/or logo), as specified by Itron prior to the start of
Retrofit Services.
Contractor Hiring and Employment Requirements
Identification
Each Contractor employee shall be a citizen of the United States or an alien who has been lawfully
admitted for permanent residence as evidence by Alien Registration Receipt Card Form 1-51.
Contractor employees must have a valid identification card and Social Security Card or acceptable
identification confirming legal status to work in the U., e., naturalization papers or resident alien card.
All Contractor personnel assigned under the contract shall have uniforms and identification badges.
Uniforms must have the company s logo Itron shall coordinate with Contractor the issuance of Contractor
employee identification cards that identify Contractor employees with the Project. Identification badges
shall have company name, employee s full name, employee identification number and a picture of the
employee. All personnel must wear uniforms and identification badges in plain sight at all times during
working hours.
.' :\ .
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Drug Screening
All Contractor employees shall take a mandatory drug screen test as a condition of employment.
Contractor shall conduct random drug screening such that 100% of Contractor employees are randomly
tested on an annual basis. Drug screen results shall be documented and retained by Contractor for the
duration of the Project.
Contractor shall develop and implement a Substance Abuse Policy for Contractor employees. The
Contractor plan shall, at minimum, mirror the Itron' s Substance Abuse Policy as described in Appendix
Security
Contractor employees shall complete the Security Questionnaire as a condition of employment on the
Project. The questionnaire is depicted in Appendix F - Security Questionnaire. Contractor shall deliver
completed forms to Itron project management prior to the employees first day of work.
Security Background Check
Contractor will perform a background check to determine employee eligibility. The background check
shall include but not be limited ~o. the , following:
. Check of social security to verify the prospective employee s address/addresses for the past five years.
. Check for any criminal activity during the past five years in any county that the prospective employee
has had residence.
. Check for any federal criminal activity of prospective employee during the past five years.
. Check for any statewide criminal activity of prospective employee during the past five years.
. Check to verify that prospective employee has a valid driver s license in the state in which the Work is
to be performed if operating a motor vehicle will be part of performing the Work
Employee Profile Form
Contractor employees shall complete the AMR Project Employee Profile Form upon employment on the
Project. The form is depicted in Appendix D - Employee Profile Form. Contractor shall deliver
completed forms to Itron project management prior to the employees first day of work.
Retrofit Work Hours
Contractor shall establish retrofit work hours to perform the Services described herein.
Subcontractor RFP
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Operations Plan
Contractor shall develop, submit to Itron for Itron' s approval, and implement a Services Operations Plan
within 3D-days of the Effective Date. The plan shall define all Contractor operations for performing the
Services.
At a minimum, the following activities and subjects shall be addressed:
Staffing Plan
Contractor shall develop and implement a Staffing Plan. The plan shall describe the Contractor staff
requirements and anticipated staffing levels necessary to pr9viq.e the Services and meet the establishedschedules as outlined herein.
. .
Training & Safety Plan
, ," " '.
Contractor shall develop and implement a Training & Safety Plan. Contractor shall train and qualify all
Contractor employees based on job requirements and in accordance with the Procedures Manual. Services
shall be completed in compliance with applicable state laws, regulations and OSHA standards.
The Training & Safety Plan shall include the following:
. Identified training staff
. Specific training curriculum
. Proficiency testing process & acceptable standards
Contractor shall submit documented results of acceptable proficiency levels for an employee performing
the Services, for Itron s approval, prior to the employee performing any of the Services.
Retrofit Procedures Manual
Contractor shall develop a comprehensive step-by-step Procedures Manual outlining how Contractor will
perform the Services. Contractor shall incorporate the procedures in Appendix B - Procedures Manual as
appropriate.
Activity Report Plan,
Contractor will produce Activity Report~ as'mutually defined by Itron and Contractor to track the
Services performed by the Contractor. Examples of reporting requirements are outlined in Appendix B.
Quality Audit Program
Contractor is responsible to provide Services to Itron that are 100% error free. Contractor shall develop
and implement a Quality Audit Program. The plan shall detail Contractor quality audit procedures.
Contractor shall implement a quality audit program, as approved by Itron, to insure that the quality
standards are met. Requirements for the Quality Audit Plan are outlined in Appendix B - Procedures
Manual.
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Materials Inventory Management Plan
Contractor shall develop and implement a Materials Inventory Management Plan. Contractor shall
maintain and provide Itron a record of all Materials received by Contractor with as well as all Materials
shipped or released by Contractor. Contractor and Itron representatives with signatory authority shall sign
such records as part of the process. Contractor shall conduct and record a weekly inventory of all
Materials in Contractor s possession, and provide 'such documentation to Itron. Contractor shall reconcile
all Materials discrepancies and respective compensation reconciliation on a monthly basis. The
Contractor shall assume full responsibility. for the condition of all material received from Itron or the
UTILITY until installation.
'. ," .." .".- .... ', .
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Itron Responsibilities & Deliverables
ERT Modules
Itron shall provide ERT Modules and miscellaneous ERT Module supplies, such as ERT Module seals,
adapter kits, etc., to meet the Retrofit Schedule.
ERT Module Programming Equipment
Itron shall provide an adequate supply of ReadOne Pro units and miscellaneous equipment. Contractor
shall have submitted its requirement for such equipment to Itron, as specified in the Contractors bid, for
approval prior to execution of the Agreement. If additional equipment is required it will be provided at
the Contractors expense.
Meter Supplies
Itron shall supply meter seals, index screws metef globe's, meter boxes, etc. to meet the Retrofit schedule.
The Contractor shall assume full responsibility for the condition of all material received from Itron or the
UTILITY until installation.
Contractor shall notify Itron of anticipated supply requirements, as mutually agreed.
Training
Itron shall provide the initial training on the proper use of Itron supplied ERT Install software and
equipment and training on the proper installation of the ERT Modules. Training shall be provided to
Contractor training staff. Contractor is responsible to train the general Contractor work force, in
accordance with Contractor s Training & Safety Plan.
Schedules
Itron shall provide the following schedules:
. Retrofit Schedule
. Materials Supply Schedule
Schedule Update Guidelines
Contractor acknowledges such Schedule updates may occur as defined herein. Contractor further
acknowledges that the total quantity of Contractor Services may fluctuate. A fluctuation of +/- 10% shall
not be considered a change in Services scope. Project updates outside of this level shall be managed
through the change order procedure defined in Appendix E.
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Documentation
Itron shall provide the following documentation for use by Contractor in the performance of the Services:
ERT Install Users Guide
ReadOne Pro ERT Pro rammin Guide, TBD
Installation Manual- 4lER-, Itron PUB-OO35-00l, 45ES-, Itron PUB-OO62-00l
Itron RMA Procedure
Recei t of Materials form
Disbursement of Materials form
'...~Q~ltJii~fit.tEitl~$.;..
Norma//tron Equipment Maintenance
Itron is responsible for normal equipment maintenance costs associated with Itron equipment provided for
use to Contractor. Contractor is responsible for all reasonable costs attributed to damage to Itron
equipment, as defined herein.
, ." .
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Performance Requirements
ERT Module Programming and Installations
Contractor shall ensure that the Services performed by Contractor are free from errors. ERT Module
programming and retrofits must be 100% accurate and complete as demonstrated and documented by
Contractor to Itron through Contractor Quality Audit Program. Contractor shall compensate Itron for all
reasonable costs incurred to rectify an improper installation or ERT Module Programming as caused by
Contractor.
Services Adherence to Retrofit Schedule
Contractor shall provide Services to meet the Retrofit Schedule in accordance with the contract.
Contractor shall compensate !tron for all actual and reasonable costs incurred by Itron as a direct result of
a delay in the Retrofit Schedule as caused by Contractor.
Damaged or Lost Materials
Contractor shall be responsible for all Materials supplied to Contractor. Contractor shall compensate
Itron for the actual costs of any Materials that are damaged or lost by Contractor.
It~ID
. ....... ... .
ERT Module - 41ER-
ER T Module - 45ES-
ReadOne Pro
ReadOne Pro Download Base
ReadOne Pro Ra id Char
ReadOne Pro Batter
ReadOne Pro PC Cable
ReadOne Pro re air - basic
ReadOne Pro re air - w/new screen
ER T Module su lies
~ijg'
TBD
TBD
TBD
TBD
TBD
TBD
TBD
TBD
TBD
TBD
Insufficient Materials
Itron shall provide Contractor Materials to meet the Retrofit Schedule. If Contractor Services are affected
due to the lack of Materials supplied by Itron, as caused by Itron, Itron shall compensate Contractor for
reasonable actual costs incurred as a result of the lack of Materials. Contractor shall provide Itron written
notification that details th~cause and affect of the situation. Contractor shall use its best efforts to keep
such costs as low as possible.
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Compensation ReconciliatiC!fJ
Itron and Contractor will reconcile compensation due either party on a monthly basis as incurred via the
monthly invoice for Services, as mutually agreed.
The Contractor s failure to comply with performance and other requirements outlined in this contract
may result in a delayed payment until services have been performed satisfactorily.
Note: Any amounts due Itron as set forth in this section, shall be in addition to and not in lieu of any and
all other rights and/or remedies to which Itron may be entitled under the Agreement or otherwise.
Normalltron Equipment Maintenance
Itron is responsible for 'normal maintenance costs associated with Itron equipment provided for use by the
Contractor. Contractor is responsible for all reasonable costs attributed to damage equipment as defined
herein.
Penalties and Fines
The Contractor will be subject to performance milestone penalties if Contractor fails to meet the Retrofit
schedule.
, "
The Contractor shall pay any and all fines or penalties assessed against Itron by any organization or entity
having jurisdiction for the Contractor s violations of applicable laws, codes, regulations and/or orders
arising in connection with the Contractor s performance of services hereunder.
" ,.'..::
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Appendices
Appendix A - Itron, Inc. Substance Abuse Policy
Appendix B - Procedures Manual
Appendix C - General Pricing Sheet
Appendix D - Employee Profile Form
Appendix E - Change Control Process
Appendix F - Employee Security Questionnaire
"".'" '" ,""""" ..",, ,.... '...' '..
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Appendix A
Itron , Inc. Substance Abuse Policy
Itron is committed to maintaining a safe and healthy work environment free from the influence of drugs
and alcohol. The use of these substances can create a variety of safety, health and job performance
problems, as well as interfere with overall productivity. In addition to affecting the person participating
in substance abuse, such problems can disrupt other employees as well. In support of providing a safe
and healthy workplace for all employees, Itron has adopted'the following policy. Compliance with this
policy is a condition of employment; any violation of this policy may result in immediate disciplinary
action up to and including termination.
Itron strictly prohibits unauthorized use, possession, manufacture, distribution, dispensation or sale of
illegal drugs, drug paraphernalia or controlled substances while on Itron property, company time or in any
other circumstance that might adversely affect company operations, safety, job performance or corporate
Image.
Use or possession of alcohol is prohibited on Itron property, on-site operations or in any other
circumstances that might adversely affect job performance, worker safety or corporate image. You are
expected to use prudence and discretion when considering the use of alcohol during the course of off-site
travel, entertaining clients, etc.
Itron reserves the right, in accordance with any state or federal laws, to require an employee to take a
blood alcohol and / or drug test in situations where the company has reasonable suspicion that the
employee is under the influence of alcohol and / or drugs.
Health professionals recognize chemical dependency as a condition that requires treatment. Itron
supports sound treatment and encourages employees to seek appropriate assistance. Your employment .
Itron shall not be jeopardized for seeking or receiving professional treatment.
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Appendix B
Procedures Manual
Maf!e '8 !III'I\lI'rn:i:i' '
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ile roc eCIur e! .;t..,. : ,.. i.
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""""""'i;"'.
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Purpose
The purpose of this procedure is to describe the process for tracking Project Materials.
Scope
This procedure applies to Contractor and Itron.
Related Documents
TBD
Definitions
Materials shall mean items supplied to Contractor by Itron for use by Contractor to perform the Services.
Materials shall include but are not limited to, ERT Modules & associated parts, ReadOne Pros and
equipment, meter seals, meter registers and indexes, meter globes, etc.
Retrofit Services shall mean the Services provided by Contractor as described herein.
Procedure
Contractor shall provide a Materials management & inventory procedure. The minimum requirements are
as follows:
. Itron consigns Materials to Contractor to utilize while performing the Services.
. Contractor acknowledges receipt of Materials with a signed record of receipt.
. Contractor delivers a copy of the signed record to Itron.
. Contractor utilizes Materials to perform Services.
. On a monthly basis Contractor will execute a physical Materials inventory. The inventory procedure
shall include a Materials inventory report signed by Contractor management and delivered to Itron
project management the same day.
. On a monthly basis Contractor shall reconcile all Materials discrepancies and compensation credits via
the monthly Services invoice, as mutually agreed.
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d . "
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Purpose
The purpose of this procedure is to describe the process to Retrofit meters with an ER T Module.
Scope
This procedure applies to Contractor.
Related Documents
ERT Install User s Guide
ReadOne Pro ERT Programming Guide, TBD
Installation Manual- 41ER-, Itron PUB-OO35-001, 45ES-, Itron PUB-OO62-001
Contractor Operations Plan
Definitions
None
Procedure
The procedure to retrofit a meter with an ERT Module is as follows:
. "" " .. ," -
1. Receive, account, and prepare signed record of receipt of meters delivered from field deployment
operations. Maintain inventory record file.
2. Sort meters into appropriate category: scrap meter, tamper meter, or retrofittable meter.
3. Place scrap meter in the scrap meter handling queue. See scrap meter handling procedure.
4. Place meters tagged as "tampered" in the tamper meter-handling queue. See tampered meter-
handling procedure.
S. Inspect the exterior of remaining meters for evidence of meter tampering.
6. Disengaged kWh register from disk
7. Altered meter disk suspension to slow or prevent registration (dropped disk)
8. Intentional damage to any meter component that may affect accurate registration
9. Open potential link
10. Foreign object between disk and meter magnet
11. Foreign object passi~g through hole -in m~ter globe that contacts the meter disk or other components
12. Other - as mutually defined
13. Tag meters with an orange "tamper tag" if evidence of tampering is present and place in the tamper
meter-handling queue. See tampered meter-handling procedure.
14. Place remaining meters in the retrofit queue.
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15. Tighten the potential link screws, as applicable.
16. Spray the exterior of the meter wit~a solvent and wipe the meter base and meter blades clean.
17. Remove the meter globe from the meter and hand clean the meter globe. If the meter globe is
painted over, cracked, broken, discolored, or cannot be adequately cleaned, the globe should be
scrapped (UTll.JTY and Itron to establish guidelines - TBD). Place scrap globe in the appropriate
scrap globe disposal container.
18. Inspect the interior of the meter for physical damage. If the meter shows signs of minor water
damage, foreign materials, ultraviolet exposure discoloration (paint is white instead of gray), the
meter should be scrapped (UTILITY and Itron to establish guidelines - TBD).
19. If the meter register is damaged or shows signs of worn or discolored gears, the register should be
replaced with a compatible new or recycled register (UTILITY and Itron to establish guidelines
TBD).
20. Clean the seal ring by wiping with a cloth.
21. Spray the inside of the meter with high-pressure air.
22. Remove the meter nameplate.
23. Inspect the disk pos~tion air gap to ensur~ the gap is free of debris.
24. Ensure the meter has the proper register gear mesh with the disk worm gear. Adjust gear mesh, if
necessary.
25. Prepare meter for retrofit and retrofit with the appropriate ERT Module following the instructions in
the applicable installation manual for the meter and module type.
26. Reinstall the original nameplate to secure the module to the meter.
27. Produce and attach a bar code label to the nameplate to the UTILITY's specifications.
28. Reinstall the meter globe or new or recycled meter globe, as applicable. Meter globes in good
condition can be recycled from scrap meters (UTILITY and Itron to establish guidelines - TBD).
29. Place the meter in the testing queue.
30. Remove the meter globe.
31. Perform meter As Left test runs as follows:
32. Perform one heavy load test - error limits
33. Perform one light load test - error limits
34. Perform one heavy load test (Q) 50% PF lagging 1.5%
35. Calibrate meter to specifications.
36. If a meter cannot be calibrated to specifications, the meter will be retired (UTILITY and Itron to
establish guidelines - TBD). Place the meter in the scrap meter queue.
37. If the meter passes the As Left tests record the data in the Retrofit Data system.
38. Set the all meter register dial pointers to the zero position. Ensure the dial pointers are not loose and
do not rub or contact the register face.
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39. Install meter globe and seal the meter with aT-seal.
RF AMR Meter
40. Place the meter in the ERT Module programming queue.
41. Perform an ERT Module encoder check following the steps outlined in the ERr Install User s Guide.
42. If the encoder check fails perform the check a second time. If the second check fails place the AMR
Meter in a queue to check the ERT Module installation.
43. Program the ERT Module following the steps outlined in the ERr Install User s Guide.
44. Place the meter in the quarantine queue.
45. Quarantine all retrofitted meters for 2 days following retrofit.
46. Release meters to field deployment operations only upon confirmation of acceptance via the daily
validation file.
" '" ',' ~" """"' -
Scrap Procedure
47. Receive meter from the Scrap Meter queue.
48. Record the meter as retir~d in the Meter Data System (data requirements TBD).
49. Remove and save meter globe if the globe is suitable for reuse and in good condition.
50. Good meter registers suitable for reuse can be salvaged for use in the Retrofit process, based on
needs.
51. Place the Scrap Meter container for Scrap Meters.
Tamper Meter Procedure
52. Receive meter from the Tamper Meter queue~
53. Record the meter as possible tamper in 'the Retrofit Data system (data requirements TBD).
54. Place the Tamper Meter in a separate box for tamper meters , seal container, and place orange tag on
container.
55. Tamper meter container to be clearly labeled (Diversion - Special Handling) and the UTILITY
special handling tag to be attached with clear tape to outside of container. These meters are to be
shipped back to installation hub that will forward to the designated testing service facility.
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.... .... ""...... ..... ... .. .... ............. .. ... ... ..... ... . ... ...!~'.~..
~.J.jtMi!!:I:j..~!!!.~.~.Q~g.~.
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Purpose
The purpose of these procedure guidelines is to describe the minimum process for Quality Audits.
Scope
These guidelines apply to Contractor.
Related Documents
None
Definitions C' ".
Installer shall mean a Contractor employee engaged in Retrofit Services.
Work shall mean the work performed by the Contractor field employees to provide the Retrofit Services.
Guidelines
Contractor Quality Audit Plan shall use ANSI standards for measuring the quality of the Services. The
applicable standard required by Itron for quality audit sampling by attributes is ANSI ASQC ZIA -
1993.
Contractor Quality Audit Program shall include the following:
. Meter cleanliness check
. Meter paint strip check
Installation of ERT Module check
. Meter reassemble check
. Meter bar code label and label placement check
. As Left test and calibration completion check
ERT Module program check '
..
. ER T Module encoder check
. All checks required to meet customer QAP .program
Contractor shall provide Itron access to a 'meter test board and test station for Itron to conduct quality
audits of the work performed by Contractor. Contractor is not required to provide a dedicated test board
and test station for Itron use. Itron will coordinate an equipment use schedule with Contractor that
ensures Contractor work is not affected.
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~:Qtj~il'M~iag'
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Purpose
The purpose of this procedure is to describe the process for Retrofit Services activity reporting.
Scope
This procedure applies to Contractor.
Related Documents
None
Definitions
TBD
Procedure
The procedure to report on Shop activity is as follows:
. Compile Retrofit Services activities on a daily basis.
. Provide Itron management a daily activity report. Report format to be mutually determined.
The following is an example for the report:
Meters Received Total
Meters Received Good
Meters Received, Scra ed x
Meters Received, Salva ed x
Meters Received, Tam ered x
Meters Tested Successful!
Meters Tested 1
Meters Tested - 2S
Meters Tested J4/J5
Meters Tested , Scra ed x
Meters Tested, Tam ered x
#REF!
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Meters Shipped
Meters Shipped- 1 S
Meters Shipped - 2S
Meters Shipped- J4/J5
Meters Retired By Disposition Code
Failed calibration
Meter non-retrofittable
Meter damaged in retrofitting shop
Received Damaged
Damaged meter with ERT
Suspected Diversion
Received ERT'd meter with damaged ERT
Received ERT'd meter with damaged meter
Total Retires
Received Part # ERE-OOO4-002
Received,Part # ERE-OOO4-102
Received,Part # ERE-OOO8-002
Received Part # ERE-OOO8-001
Received Part # ERE-OOO2-001
Maintenance Received
Maintenance Processed
Maintenance Peridin
..
denotes manually generated value
....
denotes value for future meter vendors
. "
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Purpose
The purpose of this procedure is to describe the process for receiving Materials.
Scope
This procedure applies to Contractor and Itron.
Related Documents
Receipt of Material Form
Definitions
Receipt of Materials Form shall mean a form developed by Itron for use by Contractor to document
receipt of Materials.
" "
Procedure
.,: ," "
d ",
: ,
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The procedure for receiving Materials is as follows:
. Receive Materials and perform a physical count by Material type.
. Document inventory counts by Material type.
. Prepare Receipt of Materials form (to be developed) with complete legible information.
. Sign Receipt of Materials form and p~ovide copy to Itron.
. Contractor shall be responsible for all Materials received until such Materials are transferred from
Contractor control and such transaction if fully documented and authenticated via Contractor and
receiving parties authorized signature.
,.. ..
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.. ................. ..
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Purpose
The purpose of this procedure is to describe the ERT Module RMA process.
Scope
This procedure applies to Contractor.
Related Documents
Return Materials Authorization Procedure for Retrofit Services of Itron Devices
Definitions
RMA shall mean the procedure for returning Itron ERT Modules to Itron.
.;-,., ,- .' .,,- -" ." -- ..' --.. .. -
n - "
';'-
Procedure
The procedure for ERT Module returns to Itron is as follows:
Follow the steps listed in the Itron RMA procedure obtained from Itron project management.
, "
Subcontractor RFP
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Appendix C
General Pricing Sheet
Date:
Utility/Location:
Price Requested By:
Budgetary Pricing Formal Quote
Installation Timeframe:mos.Begin:End:
Electric Price Comments
41ER-45ES-
Retrofit
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Appendix D
Employee Profile Form
DA TE HIRED:DA TE TERMINATED:
NAME:
ADDRESS:
CITY:STATE:ZIP:
PHONE NO.US CITIZEN: YES: - NO:
SOC. SEC. NO.DRIVER'S License #
STATE:EXPIRATION DATE:
GREEN CARD #PASSPORT #
COUNTRY OF ORIGIN DA TE ISSUED LOCATION
TYPE VEHI CLE VEHICLE LICENSE #
MALE: FEMALE: DISABLED:CAUCASIAN: African American
ASIAN American: Hispanic American: Native American: OTHER:
PHOTO ID ISSUED:EMPLOYEE ID NUMBER:
DRUG TESTED:DATE:PASSED? YES:NO:
ORGANIZATION:ITRON:UTILITY OTHER:
JOB CLASSIFICATION:MANAGEMENT:ADMINISTRATIVE:
RETROFIT SHOP:WAREHOUSE:
WAREHOUSE:OTHER:
EMPLOYEE SIGNATURE:DATE:
APPROVED BY:
' .
DA TE:
RECEIVED BY ITRON:DATE:
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Appendix E
Change Control Process
A Change Control Process will be jointly implemented by Itron and Contractor to track and manage
project and system scope changes related to the delivery of services. The Change Control Process is a
mechanism to manage and control the changes throughout the life of the project. Change control
meetings will be scheduled as needed.
Change requests are categorized into two categories: Type 1 if the change is minimal and has no cost
schedule, effect on production, or other material impact; Type 2 if the change is major and causes a cost
schedule, performance, effect on production or other material impact. Contractor and Itron project
management teams will mutually determine the type of change classification. If there is a question on
the type of change classification, it will be processed as a change Type 2.
The Change Control Process works as follows:
Itron or Contractor completes a Change Request Form, see example in Appendix E. Itron project
management tracks all change requests. The change request should include a descriptive statement and all
requirements when appropriate. '
.. .
A Change Request review team made up of Itron and Contractor project management teams determines
the importance and impact of the change. The team also recommends the classification type, priority
level, and scope of the request. The extent or size of the desired change should be identified for each
request. Early identification of scope allows accurate scheduling and management of expectations for
response to the request.
Itron and Contractor shall analyze the change request and document the technical information regarding
the scope of effort, the associated cost, schedule availability, product strategy, feasibility, corporate
strategic planning, and duration of change.
A change is accepted when both parties sign the Change Request Form. Contractor shall not perform any
of the services associated with the change request until both parties have approved the request in writing.
Performance of such services before written approval by both parties will be at Contractors sole risk.
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Need:
Urgent
Essential
Desirable
Justification for Change:
Change Requested By:
Name and Title
Impact Summary:
Impact to Schedule:
Itron Project Manager:
UTILITY Project
Mana2:er:
Change Request Form
, .. ". .,.: '. ,."....- ,. ..
Change Request Description:
Signature
Impact to Resources:
. Approval:
. ,
Requester informed of
Project Manager
Date:
Date:
Date
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,.."
Appendix F
Employee Security Questionnaire
To be completed by HR Staff
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Last Name:First:Full Middle:
Other Names Used (include l\!~~~en Namet Pr~or ~arried Names, etc:
Social Security N urn ber:
Drivers License Number:State
' ,.
Address:
Date of Birth:
Place of Birth:
Height:Weight:Eye Color:Hair Color:Sex:
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EMPLO YMENT:
For the last 10 years (or from your 18th birthday if you are 27 or younger) please list all employment by
name of employer city, and state (street address is not necessary) List all periods of unemployment.
List any military service by branch and location (include DD214 if within the investigative period). List
schools attended during this same period. List activity in chronological order, starting with the present.
Your Security Questionnaire will not be processed unless this is completed accurately. If additional space
is required, please ask for a supplemental sheet.
From:To:
Present
From:To:
From:To:
From:To:
From:To:
From:To:
From:To:
RESIDENCES:
For the last 10 years (or from your 18th birthday if you are 27 or younger) list your residential addresses.
If you cannot recall the exact address, list the city and state where you lived, starting with your present
city of residence. You must account for the previous 10 years or from you 18th birthday.
To:
Present
From:To:
From:To:
From:To:
From:To:
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CRIMINAL CONVICTION:
A criminal background investigation on all employees will be conducted. Carefully consider your
response. Any false or misleading statement or omission of material may result in dismissal. If you are"
not sure how to respond to a question; please ask.
Exclude traffic infractions. juvenile convictions. and sealed or expunged records
A conviction will not necessarily disqualify you from the job for which you applied.
If you answer yes to any of the below questions, request and complete a Statement of Conviction form.
You will need to provide full details of your conviction.
If the position for which you are applying requires you to drive a vehicle and you have had three or more
moving violations within the past two years, request and complete a Statement of Moving Traffic
Violations form.
Since your 18th birthday, have you ever been convicted of a felony?........Yes - No
Examples of felonies: (not inclusive)Homicide RapeForgery illegal Drugs
Hit/Run w/injury Auto Theft
Robbery
Mayhem
Driving under
influence w/injury
Burglary
Grand Theft
During the past 10 years, have you ever been convicted of a misdemeanor? Yes _No
Examples of misdemeanors: (not inclusive)
Assault BatteryTrespassing Hit/Run no/injury
Driving w/suspended " Speed Contestlicense Reckless Driving
Malicious Mischief
Failure to
appear/W arrant
Petty Theft
Disorderly Conduct"
Driving under the
influence
Do you have any outstanding failures to appear/warrants?........Yes - No
(include Failure to Appears and warrants beyond the 10-year period if still outstanding)
Are you on probation?.....................
:.... ......
Yes"- No
Do you have any criminal cases pending?..............................Yes - No
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CER TIFI CA TI 0 N
I certify that the above information is correct and complete to the best of my knowledge and belief.
make this statement to Employer with knowledge that any false or misleading statement of omission of
material fact may result in dismissal. Further, I authorize Employer to verify any of the information I
have submitted in this questionnaire. I understand that my employment may be terminated by Company,
or me, at any time without advance notice, with or without good cause. This would not waive any of the
protection afforded me by Federal law or existing labor agreement. I have read all of the above, and agree
with its contents.
I Signature:Date:
Subcontractor RFP
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REQ UES T FOR PRO PO S
FIELD INS ALLA TI 0 N S ER VICES
FO R THE
UTILITY
MOBILE AMR PROJECT
Field Installation Services
Request for Proposal
Rev 1.
5/19/04
TABLE OF CONTENTS
1. INTR 0 D U CTI 0 N ............... ................. ................... .......... ............. ...... .................
..... ..........
................ ........... ....... 3
1 CONTRACTOR INFORMATION FORM... .............
......... ........... .......... ..... ........ .....
....".............. ........ ................ 4
2. SER VI CES TO BE PRO VID ED ........................................................................................................................... 5
1 ELECTRIC METER CHANGES..
............. ............. ....................... ......... ............... ......
...... .............. .... ............. ......... ..... 5
2 GAS METER RETROFITS...........................................
.......................... ........ ............... ..........
...... ............. .............. .... 5
3 OTHER SERVICES.....
........................................ ......... ....... ........... ...........
..................... .............................. ............... 5
3. INSTALLATION REQUIREMENTS .................................................................................................................. 6
1 ERT INSTALLATION SCHEDULE: .....
.................. .... """"" ....................................................... ..........
...... ........ 6
2 METER TYPES AND LOCATIONS............ .....................................
........ ............... .......... ........... """"""""
........ 7
3 ISSUANCE OF WORK REQUIREMENTS .......................................................................................................... 9
4 METER ACCESS REQUIREMENTS ...........
"""" .............. ......".... ......."
.......... ................. ....... .........., ..... ........... 9
5 FINISHED BASEMENTS...... .............
......... ........ ..... ...... .......... ...... ......................... ........... """"'"
..................... 10
6 UNUSUAL/HARD TO ACCESS LOCATIONS
...............................................................................................
7 CONFLICTS......................................................................................................................................................... 10
4. CONTRACTOR RESPONSIBILITIES AND DELIVERABLES....................................................................
1 INSTALLATION OF ERT MODULES AND ELECTRIC METER CHANGES..................................................................... 12
2 MANAGEMENT AND SUPERVISORY RESPONSIBILITIES.
.'.......................... .......... ........... ..... .......... ............... ............
3 TRAINING REQUIREMENTS .
..... """"""""""'" ......................................... ............. ........ ................................
4 SAFETY... ................ ............
""""""""'" ............... """"""'" ........... ................. ...... .................
.............."............ 13
5 QUALITY AUDITS. ..................
"""""""" ..,'..,',':.......... ....................... .......... ........... .........
..... ................. ........ ..... 13
6 INVENTORY MANAGEMENT .........................................................,............................................................... 14
7 PROCEDURES/DOCUMENTATION.................. ................. ..... ....................... ..... .................... ............ ............ 14
8 EMPLOYMENT REQUIREMENTS............. ..............
......................... ........ .........
...... .................... .............. ...... 15
Employee Identification.......
....... """""" ............... ........... ..........
"""""""""""" """""""""""" """"""""" 15
9 DRUG AND ALCOHOL TESTING..... ..
:............... ..... ........... """"""""""
................... ............................ ....... ............. 15
10 BACKGROUND CHECK ..... ....... ...... ....... ...... ................ ........ .......................... ........... ...... ........... ................... ......... 15
11 TOOLS, VEHICLES AND EQUIPMENT REQUIREMENTS ..... ...... ........ ...... ............ .......".. ............. ....................... ...... 16
12 CONTRACTOR INSURANCE REQUIREMENTS..
"""""'" .."............ ............ ......... .............. .............
.................... ...... 16
13 DATA REQUIREMENTS
................... ....... ................. ............... ........................................... ................ .......
....... ...... 16
14 FACILITY REQUIREMENTS.... ......
........................................... ............. ..........
....... ........................ ........................ 17
5. UTILITY RESPONSIBILITIES AND DELIVERABLES ............................................................................... 18
6. PRI CIN G FO R SERVICES.. .......................................................................................... ............................... ..... 19c.
' "
1 ERT INSTALLATION PRICES (ELECTRIC METER CHANGES) ......................................................................... 19
2 ERT INSTALLATION COSTS PR~CES (GAS ~TROFITS) """"""""""""""""""""""""""""""""""""""'" 19
7. RELATED DOCUMENTS..... ............................................................. ................................................................ 20
8. UTILITY D EM 0 GRAPHICS ................................................
............... ............
.................................................. 21
Field Installation Services
Request for Proposal
Rev 1.0
5/19/04
1. INTRODUCTION
This Request for Proposal (RFP) defines for the ERT Installation Contractor work
required and the facilities and equipment needed to install ER T modules for the
UTILITY Mobile AMR Project. ERT Installation Contractor is responsible for providing
all labor, tools, and equipment to perform the work described within.
Bids will not be considered from any contractor unless they have successfully
demonstrated to UTILITY that they are qualified to perform to the standards set forth by
UTILITY. Qualifications will be based on, but not limited to, past history of performing
like work, customer satisfaction, and the financial resources necessary to complete the
project.
All submissions of qualifications will include:
1. A description of the plan or operating methods to be used in meeting the
requirements for completion of the work described.
2. A list of projects that are currently under contract, including the name and
telephone number of the person in your organization managing the project.
3. A list of projects completed, including a name and phone number of a person we
can contact.
4. A brief company overview, including principals of the company and financial
statements for years xxxx and xxxx.
5. Proof of adequate insurance coverage.
6. Acknowledgment of willingness to comply with the terms and conditions set forth
in the attached "Services and Supply Agreement"
UTILITY encourages contractors to carefully review the contents of this document and
thoroughly understand its contents. The bidder should also consider all other factors
involved that could affect their bid including federal, state and local regulations that may
influence the bid price. If the bidder notices any errors or discrepancies in this bid
document then UTILITY should be notified immediately so clarification can be made.
Responses to this RFP and/or questiQns should be addressed and mailed to:
UTILITY Company
Field Installation Services
Request for Proposal
Rev 1.0
5/19/04
CO NTRA CTO R INFO RMA TI 0 N FORM
Contractor
Address
City
Telephone
State
Fax
Zip
Contact Person
Primary Type of Business
Key Personnel (Name, include number of employees in function):
President
Finance/Accounting
Customer Service
Engineeringrr echnolo gy
Human Resources
PurchasinglW arehousing
Quality (Training & Safety)
Sales
Operational Information:
Annual Revenue
Size of Workforce
Annual Growth
Mai or Proiects % of Revenue Est. % Growth
References:
Company Contact Person Telephone
Describe any affiliations or pertinent information:
Field Installation Services
Request for Proposal
Rev 1.0
5/19/04
2. SERVICES TO BE PROVIDED
The ERT Installation Contractor will provide the following services:
Electric Meter Changes
ERT Modules will be installed and programmed in new meters or retrofitted into used
meters at the meter manufacturer or a retrofit shop prior to delivery to the ERT
Installation Contractor.
Remove Existing Electric Meter
Install ERT retrofitted Electric Meter
Record Installation Information *
Interrogate the ERT Module to Insure Correct Programming and Operation *
Transport Removed Electric Meter to a Designated Site
* Performed by using the ReadOne Pro Unit
2 Gas Meter Retrofits
Gas meters will be retrofitted with ERT Modules in the field.
Install the ER T Module on Existing Gas Meter
Record Installation Information *
Program the ERT Motltile with Cohect Parameters *
Interrogate the ERT Module to Insure Correct Programming and Operation *
* Performed by usingtheReadOne Pro Unit
3 Other Services
Operate the ReadOne Link System for Scheduling Work, Tracking Installation
Activities, Recording Installation Information, Uploading of Completed Work Files
to UTILITY and Downloading of New Work Files from UTILITY
Maintain an Inventory System to Track all Products, Equipment and Materials
Supplied to the ERT Installation Contractor by UTILITY
Operate a Customer Contact Center for setting Appointments, Supplying information
about the ERT Installation Project to UTILITY Customers and resolving Customer
Relations Problems
" "
Conduct Quality Audits of Installations to Assure Safe, Proper and Correct
Installations are Performed"
Supply Supervision and any other Support Required to Properly Perform these
Services
Field Installation Services
Request for Proposal
Rev 1.
5/19/04
3. INST ALLA TION REQUIREMENTS
ERT INST ALLA TION SCHEDULE:
ERT Installation will occur in the following sequence for the areas listed. The ERT
Installation Contractor may supply two options for performing the work. Option One:
Perform the work serially in the areas listed. Option Two: Perform the work parallel in at
least two areas simultaneously, although the overall order of areas must remain the same.
Month Geo Electric Geo Gas Installs Cumulative Cumulative Cumulative Project %
Area Installs Area Electric Gas Installs Complete
Month 1
Month 2
Month 3
Month 4
Month 5
Month 6
Month 7
Month 8
Month 9
. '
Month 1
Month 11
Month 12
Month 13
Month 14
Month 1
...
Month 16
Month 17
Month 18
Month 19
Month 20
Month 21
Month 22
Month 23
Month 24
Field Installation Services
Request for Proposal
Rev 1.
5/19/04
METER TYPES AND LOCATIONS
The following table lists the types of meters by meter location for each service area:
Meter T
i\:tea..
.......
Electric Meter Form S
(Socket)
Electric Meter Form A
(A Base)
Residential Gas "Direct
Mount"
Residential Gas
Remotes
Rotar Gas
Commercial Gas
. .. .. ......
Area~)
. ......
Electric Meter Form S
(Socket)
Electric Meter Form A
(A Base)
Residential Gas "Direct
Mount"
Residential Gas
Remotes "
Rotar Gas
Commercial Gas
...
Area;
Electric Meter Form S
(Socket)
Electric Meter Form A
(A Base)
Residential Gas "Direct
Mount"
Residential Gas
Remotes "
Rotary Gas
Commercial Gas
Field Installation Services
Request for Proposal
Rev 1.
5/19/04
Electric Meter Form S
(Socket)
Electric Meter Form A
(A Base)
Residential Gas "Direct
Mount"
Residential Gas
Remotes "
Rotar Gas
Commercial Gas
Electric Meter Form S.
(Socket)
Electric Meter Form A
(A Base)
Residential Gas "Direct
Mount"
Residential Gas
Remotes "
, ',. ~.. .. -', -
Rotary Gas
Commercial Gas
Electric Meter Form S
(Socket)
Electric Meter Form A
(A Base)
Residential Gas "Direct
Mount"
Residential Gas
Remotes "
Rotar Gas
Commercial Gas
I Totals
Field Installation Services
Request for Proposal
Rev 1.0
5/19/04
, ,
3 ISSUANCE OF WORK REQUIREMENTS
The work will be issued in allotments of work orders. Issuance of the next allotment is
contingent upon completion of at least eighty percent (800/0) of the current allotment
which includes all incomplete orders from the previous allotment(s) plus the newly
issued orders as shown in the "ERTlnstallation Schedules . In addition, a minimum of
ninety-nine percent (990/0) of the total work orders in the preceding allotments must be
completed within 2 months of issuance to receive the next allotment, provided access is
granted to the meters through reasonable efforts as defined in the "Meter Access
Requirements" part of this document.
METER A C CESS REQUIREMENTS
The following procedure will be used for determining that a reasonable effort has been
made to access the meter:
1. Letters written and distributed by UTILITY will be mailed to customers at least one
week prior to the scheduled installation start for each allotment The letter will
identify the ERT Installation Contractor and describe the work to be done (Written
notice number one).
2. The field installer will visit each premise targeted for retrofit, based on the
installation schedule, without an appointment being set (Field attempt number one).
3. If the meter is inaccessible or the installer cannot work on the meter due to customer
related issues such as personal property obstructing access to the meter or the
customer not being home, a customer call card supplied by UTILITY shall be left
(Written notice number two).
4. On another occasion, typically another day of the week, the field installer shall re-
visit the house with or without an appointment being set in an attempt to access the
meter (Field attempt number two).
5. If the installer still cannot gain access to the meter another customer call card shall be
left (Written notice number three).
6. Following both the first and second inaccessible field attempts , the ERT Installation
Contractor shall attempt to contact the customer via telephone to arrange access to the
meter. A valid telephone attempt is when the customer is reached or when a message
is left on an answering machine or voice mail. The ERT Installation Contractor shall
make a minimum of three valid telephone attempts. All telephone attempts will be
documenteci with the date/time and results of the attempt. Customer telephone and
Field Installation Services
Request for Proposal
Rev 1.0
5/19/04
street address information will be supplied by UTILITY as available from the
Customer Information System.
7. On another occasion, within 60 days of the first visit, the field installer shall attempt
to access the meter a third and final time after an appointment has been set. Field
attempt number three.
8. If a meter is inaccessible and the ERT Installation Contractor has satisfied the
two/three field attempts, three written notices and three telephone attempts; the
customer account shall be turned over to UTILITY for further evaluation with
documentation of all attempts made by ERT Installation ERT Installation Contractor..
Routes will be considered complete when all meters have been equipped with ERT
modules with the exception of those meters deemed inaccessible by UTILITY after the
required field, written and telephone attempts have been made by the ERT Installation
Contractor.
If work on the meters cannot be completed due to meter issues; such as, unsafe
conditions, physical room for the ERT module, obstructions to access, etc., UTILITY
shall be consulted for further guidance on how to proceed.
5 FINISHED BASEMENTS
ERT Installation Contractor shall maintain the cosmetic integrity of all finished
basements. If the meter is totally enclosed or boxed in, the installer shall not proceed
with the work until the obstruction is removed. In these cases , UTILITY will be
responsible for working with the customer to correct the problem. Once the area is free
from obstruction, ERT Installation Contractor is responsible for re-scheduling an
appointment to install the ERT module.
UNUSUALIHARD TO ACCESS LOCATIONS
UTILITY realizes that there will be meters in unusual locations. However, there will be
no extra payment to do these installations because it will be expected of the ERT
Installation Contractor to employ more experienced personnel to handle the more
difficult jobs.
7 CONFLICTS
Most conflicts that arise between the customer and ERT Installation Contractor should be
resolved by the two parties involved. This pertains to such things as property damage
, .
missed appointments , disgruntled customers, etc. UTILITY will not become involved
Field Installation Services
Request for Proposal-
Rev 1.0
5/19/04
unless ERT Installation Contractor is unable to settle the dispute with the customer.
these situations UTILITY will do its very best to intercede and mediate; however, all
parties that are involved must be cognizant that the final resolution must rest with the
parties in disagreement.
. -. . .
Field Installation Services
Request for Proposal
Rev 1.0
5/19/04
4. CONTRACTOR RESPONSIBILITIES AND DELIVERABLES
Installation of ERT modules and Electric Meter Changes
Installation of ER T modules and Electric meter changes based on Agreement schedules
and obligations as outlined in this RFP.
2 Management and Supervisory Responsibilities
Management and Supervision of ERT module installation serVIces to meet all
Agreement obligations and milestones within budget.
Management replacement and tracking of all Itron equipment returned for repair
(ReadOne Pros, spare ReadOne Pro batteries, etc.
Supervision of daily, weekly, and monthly installation schedules.
Understanding of the; ERT mqdule and the ReadOne Link work order system and
how they function and inteJ:face with UTILITY. The Contractor will responsible for
maintaining the local ReadOne Link system, including procedures needed to back-up
and recover data lost in the event of equipment failures.
Technical support for initially troubleshooting problems with ReadOne Link SW and
HW with back-up support provided by Itron Customer Service in Spokane.
Management of an effective quality control and continuous improvement process for
all field operations.
Understanding of all field or related metering procedures.
Development of auditing procedures to ensure proper procedures are followed.
3 TRAINING REQUIREMENTS
During the first 30 days of project start-up, training will be provided for one or two
Contractor employees on ReadOne Link PC operations and training for two or three
trainers and the initial group ofinsta~lers on ERT installations using Itron s ReadOne Pro
Handheld computers. It is then'the Contractor s responsibility to conduct an appropriate
number of training classes on the use of ReadOne Link and installing ERT modules
safely and efficiently in accordance with all applicable OSHA standards and UTILITY
operating procedures.
ERT Installation Contractor will be responsible for bearing any additional costs
associated with training their supervisory and key personnel to a basic level of
knowledge in ERT Installation procedures to include use of the ReadOne Link software
application(in the PC and in the ReadOne Pro).
Field Installation Services
Request for Proposal
Rev 1.0
5/19/04
, '
The contractor will be responsible to conduct training for all potential installers covering
the following areas:
Proper ERT and meter installation practices
Correctly reading gas and electric meters
Using a ReadOne Pro running the ReadOne Link application
Recognizing emergency conditions
Recognizing and reporting energy diversions
Reporting gas leaks
Techniques for interfacing politely and courteously with utility customers
4 SAFETY
ERT Installation Contractor is expected to promote safe work habits for their installers in
accordance with all applicable OSHA standards. The installers shall be schooled in the
rules of safety and wiltperform all installations in a safe and neat manner. ERT
Installation Contractor will bear the burden for any installer taking unsafe shortcuts in
order to expedite the installation. If a representative of UTILITY notices an unsafe
condition, that person will have the right to stop the work until safe conditions are
restored.
Contractor field employee are required to wear OSHA approved flame retardant clothing,
steel toe safety shoes, industrial safety glasses and 600 volt low voltage gloves with
glove protectors when performing field work. Additionally, no jewelry (rings, chains
wrist-bands, etc.) can be worn when performing field work.
QUALITY A UD ITS
The Contractor shall inspect five percent (50/0) of all remote ERT installations, and at
least three percent (30/0) of all direct mounts. Audits must be randomly spread across all
employees with eachemployee s work, over the last thirty (30) days, being audited to the
defined level. In addition, Contractor shall inspect a minimum of ten percent (10%) of
all work completed by new hires for a period of thirty (30) days.
If any audit results show more than a one percent (1 %) error in installation, or if more
than ten percent (10%) of the individual installers audited have an error rate exceeding
one percent (1 %), UTILITY shall require additional auditing at the contractor s expense.
Contractor shall have thirty (30) days from that point in time where a quality problem is
identified to bring the performance of the work back in accordance with set requirements
as stated above. Results of all audits will be well documented and readily available for
UTILITY to review on a weekly basis. UTILITY and UTILITY reserve the right to
Field Installation Services
Request for Proposal
Rev 1.0
5/19/04
. . ..'
conduct random inspections. Any Cantractar installatian nat meeting UTILITY'
installation standards will be reassigned to the Contractor for rework within fifteen (15)
days of natification, at no additianalcost to UTILITY.
. '
INVENTO R Y MANA G EMENT
The Contractor shall be responsible for physical inventory af ERT modules audited an a
monthly basis. Each month Contractar shall be able to reconcile the tatal number af ERT
modules far which it has accepted responsibility to. the number of ERT madules currently
in Contractar s inventory minus the tatal number af ER T modules installed and the total
number of ER Tmadules returned to. Itran under warranty.
Contractar shall returned failed ERT modules to Itran within forty-five (45) days after
such module is remaved fram the meter ar at such time the Contractar determines that it
has accumulated enough modules to justify cost af return, whichever accurs sooner.
Inventory Management will include the labeling af palettes and First-, First-Out (FIFO)
rotation of the palettes. To preserve battery life, ERT modules should be installed within
ninety (90) days af receipt If anERT module remains in inventory for more than ane
hundred and eight (180) days, Cantractor is required to "wake up" the ERT module using
a DCU ar other Itran equipment.
PROCEDURESIDOCUMENTATION
Within sixty (60) days 0f .execution of the Agreement, the Cantractor shall present to.
UTILITY a quality assurance plan camplete with sample reports , a method far tracking
ERT inventories, ERT installation progress, and a staffing plan. UTILITY reserves the
right to. participate in the interviewing and hiring of all Installation Supervisors and an-
site Praject Managers working in suppart af this Agreement.
In addition , the Cantractor will provide weekly status an events af the past week and the
status of all apen action items assigned to. the Cantractar.
Within sixty (60) days of execution of th~ Agreement, the Cantractar shall present to.
UTILITY a capy af the foll~wing:
Quality Assurance Procedures
Daily Operating Procedures
Inventory Management Procedures
Safety Pracedures
Customer Cantact Procedures
" ,,' '
Training Procedures and Results of Qualification Testing
' .
Field Installatian Services
Request for Prapasal
Rev 1.0
5/19/04
Invoicing Procedures
Within sixty (60) days of execution of the Agreement, the Contractor shall present to
UTILITY samples of the following:
Weekly Status Report
. ERT Installation Progress Reports
. ERT Inv~ntory Reports
Quality Audits Reports
- -
Inaccessible Meter Reports
Monthly Invoice Summary Reports
EMPLOYMENT REQUIREMENTS
No union wage or work rules are required for these services.
1 Employee Identification
Contractor will provide each field employee with a photo identification card approved by
UTILITY, identifying the individual as an authorized project employee. The
Identification Card will be readily visible while performing the work here under. Valid
driver s license ,are required for all field employees.
Contractor will provic;le allfield employees with uniforms as approved by UTILITY.
Uniforms must be worn 'at all times while performing field work. Vehicles used by field
employees must readily display Contractor identification and Contractor vehicle
numbers.
9 Drug and Alcohol Testing
Contractor must conform with applicable UTILITY Substance Abuse Policy rules and/or
other mutually agreed upon drug and alcohol testing requiring that personnel performing
the work be free of drug and alcohol dependencies.
10 Background Check
A background check to determine a Contractor employee s eligibility for performing the
work will be performed by the Contractor, per UTILITY policy.
Field Installation Services
Request for Proposal
Rev 1.0
5/19/04
Please include with the bid what background checks are currently performed by your
company.
11 Tools, Vehicles and Equipment Requirements
Contractor shall be responsible for all material and equipment necessary to perform the
work; except those items furnished by UTILITY as specifically set forth in this RFP.
PC(s) and printer(s) to run Itroll s ReadOne Link electronic work order scheduling,
routing, processing, and reporting software.
Vehicles for all field employees with contractor identification and vehicle numbers
readily visible.
Electric meter socket bypass jumpers (used on ringless type sockets).
Uniforms, as approved by UTILITY, for all field employees consisting of an Id
badge, shirt, jacket, and cap all with contractor identification readily visible.
Consumable computer supplies such as printer paper, printer ribbons, diskettes , etc.
All other, materials, equipment and tools necessary to safely and efficiently perform
the work with the eX'ception of the equipment and software listed below.
12 Contractor Insurance Requirements
During the project term, Contractor shall obtain and keep inforce insurance coverage per
UTILITY policy.
13 Data Requirements
Weekly reports summarizing the events of the previous week, including status on
open action items assigned ..to the Contractor.
. .
Quality Audit reports as approved by UTILITY, detailing the number and results of
quality audits completed by the Contractor. Also, any corrective action taken oranticipated. .
.. .
ERT installation charts showing the rate of installation on a weekly and monthly
basis for the duration of the project.
Field Installation Services
Request for Proposal
Rev 1.
5/19/04
Attempt to Gain Access" reports documenting all attempts at trying to gain access.to
a premise. Reports will be reviewed as required by UTILITY for all accounts
deemed inaccessiple (these reports will be used as proof that the Contractor satisfied
the Meter Access Requirements as defined above).
Daily transfer of completed Work Order data and associated report data from
Contractor s ReadOne Link PC(s).
Route Saturation" report as required by UTILITY which documents the percentage
of ERT modules saturated on a route by route basis.
14 Facility Requirements
Contractor is responsible for providing its own facilities in each geographic area for
performing the Work as described in thisRFP. The facilities must include space to stock
a minimum of two weeks of AMR meters throughout the duration of the project. The
facility must also include adequate, phone lines for normal business, customer
information, customer contacts for appointment setting, data and facsimile
transmissions. The Contractor. is:responsible for any and all upkeep including janitorial
service, repairs and trash removal.
Due to the large UTILITY service territory, the contractor may desire to have multiple
facilities for performing the installation services. If lTIultiple installation facilities are
used, the contractor is responsible for delivery of meters to and from the new meter
testing and retro-fitting operation facility.
ERT Installation Contractor shall provide for some means of communicating with their
field installers. Two way radio communications or cellular phones may be used.
(' ", '
I' i
:, ", '" '.'". ,' ,, . , .
Field Installation Services
Request for Proposal
Rev 1.
5/19/04
5. UTILITY Responsibilities and Deliverables
Gas ERT modules
AMR equipped Electric 'Meters
ReadOne Pro unites).
ReadOne Link software.
Database management/tracking software.
Replacement meter rings.
Meter ring seals.
Lock rings and keys.
Keys for locked gates and meter rooms.
Form lA, 2A and 12A--A~Base adapter sockets.
Replacement disconnect boots.
Field Installation Services
Request for Proposal
Rev 1.0
5/19/04
6. PRICING FOR SERVICES
1 ERT INSTALLATION PRICES (Electric Meter Changes)
Socket Meter Installations-Inside
Socket Meter Installations-Outside
A Base Meter Installations-Inside
A Base Meter Installations-Outside
2 ERT INSTALLATION COSTS PRICES (Gas Retrofits)
Residential Inside Meter (Direct Mount ER T)
Residential Outside Meter (Direct Mount ER
Residential Inside Meter (Remote ER T)
Residential Outside Meter (Remote ER
Rotary Inside Meter
Rotary Outside Meter
Commercial Inside Meter
Commercial Outside Meter
Field Installation Services
Request for Proposal
Rev 1.0
5/19/04
7. RELATED DOCUMENTS
Available upon Request:
READ ONE PRO SPEC SHEET
READ ONE PRO USERS MANUAL
READ ONE LINK USERS GUIDE
DIRECT MOUNT ERT. INSTALLATION GUIDE(S)
REMOTE ERT INST ALLA TION GUIDE
ROTARY METER ERT INSTALLATION GUIDE
J .
Field Installation Services
Request for Proposal
Rev 1.
5/19/04
8. UTILITY DEMOGRAPHICS
Uti lit : UTILITY
Ty e: Electric and Gas
Pro' ect:
Location:
Total Customers:
.. . . .... .. ".. .... .' . ... ....
METEB:.JlEi\.QINQ-:Q1\.JEA
.. ..
Average Route Size: nnn Average Meters/Premise: n.
Average Actual Read Percent: nn% Average AMR SaturationIRoute: nn%
.. .. ...... .. .... .. .. .. .,.
l\1IS(BEE101\~E~USJ)1\T:~ ...
.:.......
YES
Will customer notification mailing be provided?
Will door hangers be provided for inaccessible meters?
Will Itron' s ReadOne Link System be used for installations?
Will rep lacemen t screws,seals etc.be provided?
Field Installation Services
Request for Proposal
Rev 1. 0
5/19/04