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Cannon On-Call Signed
CITY OF SAN LUIS OBISPO INFORMATION TECHNOLOGY SERVICES AGREEMENT Page 1 CITY OF SAN LUIS OBISPO INFORMATION TECHNOLOGY SERVICES AGREEMENT This agreement (Agreement) is made and entered into in the City of San Luis Obispo on _______, by and between the City of San Luis Obispo, a municipal corporation and charter city (City) and Cannon, (Contractor). WITNESSETH: WHEREAS, the City advertised and accepted bids on June 8, 2023 for SCADA Support Services and wants to engage Contractor for on-call as needed control systems integration services (the “Services”); and WHEREAS, Contractor is qualified to perform this type of Services and has submitted a bid proposal on June 8, 2023 to do so, which has been accepted by City; and NOW, THEREFORE, in consideration of their mutual promises, obligations, and covenants hereinafter contained, the parties hereto agree as follows: 1.TERM. The term of this Agreement shall be from the date this Agreement is made and entered, as first written above, for five years, or upon acceptance and completion of said Services, whichever occurs sooner. 2.INCORPORATION BY REFERENCE. City Notice Requesting Proposal and Qualifications for SCADA Support Services, and Contractor’s proposal dated June 8. 2023, are hereby incorporated in and made a part of this Agreement, attached as Exhibit A. The City’s insurance requirements are hereby incorporated in and made part of this Agreement, attached as Exhibit B.To the extent that there are any conflicts between the Consultant’s fees and scope of work and the City’s terms and conditions as stated herein, the City’s terms and conditions shall prevail unless specifically agreed otherwise in writing signed by both Parties. 3.CITY'S OBLIGATIONS. For providing services as specified in this Agreement, City will pay and Contractor shall receive therefor compensation as set forth in Exhibit A. 4.CONTRACTOR'S OBLIGATIONS. For and in consideration of the payments and agreements herein before mentioned to be made and performed by City, Contractor agrees with City to do everything required by this Agreement including that work as set forth in Exhibit A. 5.PAYMENT OF TAXES. The contract prices shall include full compensation for all taxes that Contractor is required to pay. 6.LICENSES AND PERMITS. At all times during the term of this Agreement, Contractor shall have in full force and effect, all licenses required of it by law for the performance of the DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 7/18/2023 | 11:24 AM PDT CITY OF SAN LUIS OBISPO INFORMATION TECHNOLOGY SERVICES AGREEMENT Page 2 Services described in this Agreement. The Contractor shall procure all permits and licenses, pay all charges and fees, and give all notices necessary under this Agreement. 7. COMPLIANCE WITH LAW. The Contractor shall keep itself informed of and shall observe and comply with all applicable State and Federal laws and regulations, and county and City of San Luis Obispo ordinances, regulations and adopted codes, which in any manner affect those employed by Contractor or in any way affect the performance of the Services pursuant to this Agreement. The City, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Contractor to comply with this Section. Failure to comply with local ordinances may result in monetary fines and cancellation of this Agreement. 8. COMPLIANCE WITH INDUSTRY STANDARD. Contractor shall provide services acceptable to City in strict conformance with the Agreement. Contractor shall also provide services (including but not limited to service levels and operation levels) in accordance with the standards customarily called for under this Agreement using the degree of care and skill ordinarily exercised by reputable providers of such services. Where approval by the City, the City Manager, the Mayor, or other representative of City is required, it is understood to be general approval only and does not relieve Contractor of responsibility for complying with all applicable laws, codes, policies, regulations, and good business practices. 9. INDEPENDENT CONTRACTOR. a. Contractor is and shall at all times remain as to the City a wholly independent contractor. The personnel performing the Services under this Agreement on behalf of Contractor shall at all times be under Contractor's exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Contractor or any of Contractor 's officers, employees, or agents, except as set forth in this Agreement. Contractor shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the City. Contractor shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. No employee benefits shall be available to Contractor in connection with the performance of this Agreement. Except for the fees paid to Contractor as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Contractor for performing the Services hereunder for City. City shall not be liable for compensation or indemnification to Contractor for injury or sickness arising out of performing services hereunder. 10. PRESERVATION OF CITY PROPERTY. The Contractor shall provide and install suitable safeguards, approved by the City, to protect City property from injury or damage. If City property is injured or damaged resulting from Contractor’s operations, it shall be replaced DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 CITY OF SAN LUIS OBISPO INFORMATION TECHNOLOGY SERVICES AGREEMENT Page 3 or restored at Contractor’s expense. The City’s facilities shall be replaced or restored to a condition as good as when the Contractor began the work. 11. IMMIGRATION ACT OF 1986. The Contractor warrants on behalf of itself and all subcontractors engaged for the performance of the Services that only persons authorized to work in the United States pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the Services hereunder. 12. NON-DISCRIMINATION. In the performance of the Services, the Contractor agrees that it will not engage in, nor permit such subcontractors as it may employ, to engage in discrimination in employment of persons because of age, race, color, sex, national origin or ancestry, sexual orientation, or religion of such persons. 13. WORK DELAYS. Should the Contractor be obstructed or delayed in the work required to be done hereunder by changes in the work or by any default, act, or omission of the City, or by strikes, fire, earthquake, or any other Act of God, or by the inability to obtain materials, equipment, or labor due to federal government restrictions arising out of defense or war programs, then the time of completion may, at the City’s sole option, be extended for such periods as may be agreed upon by the City and the Contractor. In the event that there is insufficient time to grant such extensions prior to the completion date of the Agreement, the City may, at the time of acceptance of the work, waive liquidated damages that may have accrued for failure to complete on time, due to any of the above, after hearing evidence as to the reasons for such delay, and making a finding as to the cause of the same. 14. PAYMENT TERMS. The City’s payment terms are 30 days from the receipt of an original invoice and acceptance by the City of the materials, supplies, equipment, or services provided by the Contractor (Net 30). Contractor will submit invoices monthly for actual services performed. Invoices shall be submitted on or about the first business day of each month, or as soon thereafter as practical, for services provided in the previous month. Payment shall be made within thirty (30) days of receipt of each invoice as to all non - disputed fees. If the City disputes any of Contractor's fees it shall give written notice to Contractor within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice. 15. PAYMENT TECHNOLOGY – The City utilizes Chase Paymentech (aks Orbital, NetConnect) as the preferred credit card merchant processor. Contractor must utilize a compatible payment gateway in order to process electronic credit card payments. Exceptions can be evaluated and approved at Finance Director’s discretion. 16. INSPECTION. City shall at all times have the right to inspect the work being done under this Agreement and Contractor shall furnish City with every reasonable opportunity and assistance required for City to ascertain that the Services of the Contractor are being DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 CITY OF SAN LUIS OBISPO INFORMATION TECHNOLOGY SERVICES AGREEMENT Page 4 performed in accordance with the requirements and intentions of this Agreement. All work done, and all materials furnished, if any, shall be subject to the City’s inspection and approval. The inspection of such work shall not relieve Contractor of any of its obligations under the Agreement. 17. CONFIDENTIALITY. Contractor agrees that any and all information and data furnished by City shall be deemed proprietary and confidential. All such information, to the extent previously, presently or subsequently disclosed to Contractor and/or processed and derived by Contractor services is the property of City and such property shall be deemed and treated as “Confidential Information” of the City. Contractor acknowledges that such Confidential Information may contain information provided and/or generated by third parties. Contractor agrees that such Confidential Information shall not be disclosed to any third party without written consent from City, except as required by law, including but not limited to a subpoena, court order, or a request pursuant to the California Public Records Act. Contractor shall not use City’s Confidential Information except to perform Contractor’s Services as directed by the Agreement. 18. OBLIGATIONS UPON TERMINATION. Upon termination or expiration of this Agreement, Contractor will ensure that all Confidential Information is securely transferred to City within thirty (30) calendar days. Contractor shall ensure that any transfers of Confidential Information is accomplished by methods that are compatible with relevant City systems, and that City will have access to all Confidential Information during any such transfer. Contractor shall securely dispose of all Confidential Information when requested by City and Contractor shall provide written notification to City once all Confidential Information has been securely disposed of. 19. DATA BREACH. a. Contractor shall report to City any data breach, as defined herein, as soon as possible but no later than twenty-four (24) hours after Contractor discovers such breach. Breach is defined as unauthorized acquisition or reasonable belief of unauthorized acquisition of computerized data that compromises the security, confidentiality, or integrity of Confidential Information maintained by Contractor. Contractor agrees to take commercially reasonable measures to address Breach in a timely manner. Except as otherwise required by law, Contractor shall not provide notice to end users or other entities of any Breach without written permission from City. Contractor shall begin remediation of the Breach immediately. Contractor shall provide daily updates, or more frequently if desired by City regarding findings and actions performed by Contractor until the Breach has been effectively resolved to City’s satisfaction. Contractor shall conduct an investigation of the Breach and shall share the report of the investigation with City. At City’s sole discretion, City and its authorized agents shall have the right to DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 CITY OF SAN LUIS OBISPO INFORMATION TECHNOLOGY SERVICES AGREEMENT Page 5 lead or participate in the investigation. Contractor shall cooperate fully with City and its agents and law enforcement. b. Contractor shall promptly reimburse City in full for all fees and costs incurred by City in any investigation, remediation, or litigation resulting from any Breach, including identity protection and restoration services for each person, who in the City’s sole discretion, could by impacted by identity theft. 20. LOCATION OF DATA & DISASTER RECOVERY. At all times during the Term of this Agreement, Contractor shall physically store and maintain Confidential Information provided by City within the continental United States (“Data Center”). At all times during the Term of this Agreement, Contractor acknowledges that its disaster recovery sites must be within the continental United States, but geographically separate from the location where City’s Confidential Information is physically stored and maintained. 21. DATA SECURITY. Contractor shall ensure that all Confidential Information stored or at rest in Contractor’s Data Center, or in transport, will be encrypted in transport and will not be transferred to any other hosting entity without the written consent of City. 22. ONLINE & HOSTING FACILITY SECURITY. All facilities, devices, networks and services used to store, deliver, process, backup or purge Confidential Information will employ administrative, physical, technical, and procedural safeguards and best practices at a level sufficient to secure Confidential Information from unauthorized access, destruction, use, modification, or disclosure. Such measures will be no less protective than those used to secure Contractor’s own information of a similar type, and in no event less than reasonable in view of the type and nature of the information involved. 23. AUDIT. Where applicable, as determined in City’s sole discretion, Contractor shall acquire, on an annual basis at Contractor’s sole expense, a confidential Service Organization Control (SOC) 2 Report on its systems examining logical security controls, physical security controls, and system availability, as produced by a third-party auditor in relation to the services provided by Contractor through this Agreement (“SOC 2 Report”) and provide such report to the City. The SOC 2 Report will constitute Confidential Information as defined by this Agreement and be maintained in the manner set forth in this Agreement. Further, the City shall have the option of inspecting and/or auditing all records and other written materials used by Contractor in preparing its invoices to City as a condition precedent to any payment to Contractor. 24. AVAILABILITY OF DATA. In the absence of a documented Service Level of Agreement provided by Contractor, Contractor guarantees 99.99% availability of its services offered to City through this Agreement. Contractor acknowledges that if Contractor’s services experience downtime, meaning any instance where the Contractor’s services provided this Agreement are unavailable to the City, other than scheduled downtime or for reasons beyond Contractor’s control, for fifty-two (52) minutes total or more in a calendar year, DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 CITY OF SAN LUIS OBISPO INFORMATION TECHNOLOGY SERVICES AGREEMENT Page 6 City shall receive the following credit: for every fifteen (15) minutes of downtime, City will receive a credit equal to 5% of City’s annual fee for Contractor’s affected services, divided by twelve (12). To receive a credit, City shall request the credit in writing and provide documentation of communications with Contractor (calls, e-mails, support tickets, logs, or other monitoring) demonstrating and reporting downtime within thirty (30) days of the downtime exceeding fifty-two (52) minutes in a calendar year. 25. RIGHTS IN DATA. If, in connection with the services performed under this Agreement, Contractor or its employees, agents, or subcontractors, create artwork, audio recordings, blueprints, designs, diagrams, documentation, photographs, plans, reports, software, source code specifications, surveys, system designs, video recordings, or any other original works of authorship, whether written or readable by machines (“Deliverable Materials”), all rights of Contractor or its subcontractors in the Deliverable Materials, are the sole property of City. Contractor, including its employees, agents, and subcontractors, may not use any Deliverable Material for purposes unrelated to Contractor’s work on behalf of the City without the prior written consent of the City. 26. SOFTWARE LICENSING. Contractor represents and warrants that the software, if any, as delivered to the City, does not contain any program code, virus, worm, trap door, back door, timer, or clock that would erase data or programming or otherwise cause the software to become inoperable, inaccessible, or incapable of being used in accordance with its user manuals, either automatically, upon the occurrence of licensor-selected conditions or manually on command. Contractor further represents and warrants that all third-party software, if any, delivered to City or used by Contractor in the performance of the Contract, is fully licensed by the appropriate licensor. 27. INTELLECTUAL PROPERTY WARRANTY AND INDEMNIFICATION. Contractor represents and warrants that any materials or deliverables provided under this Agreement (“Deliverable Materials”) are either original, or not encumbered, and do not infringe upon the copyright, trademark, patent, or other intellectual property rights of any third party or are in the public domain. If Deliverable Materials provided hereunder become the subject of a claim, suit or allegation of copyright, trademark, or patent infringement, City shall have the right, in its sole discretion, to require Contractor to provide, at Contractor’s own expense, new non-infringing materials, deliverables, or works as a means of remedying any claim of infringement in addition to any other remedy available to the City under law or equity. Contractor further agrees to indemnify, defend, and hold harmless the City, its officials, employees, and agents (“City Indemnitees”) from and against any and all claims, actions, costs, judgements, or damages, of any type, alleging or threatening that any Deliverable Materials, supplies, equipment, services, or works provided under this Agreement infringe the copyright, trademark, patent, or other intellectual property or proprietary rights of any third party (“Third Party Claim of Infringement”). If a Third- DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 CITY OF SAN LUIS OBISPO INFORMATION TECHNOLOGY SERVICES AGREEMENT Page 7 Party Claim of Infringement is threatened or made before Contractor receives payment under this Agreement, City shall be entitled, upon written notice to the Contractor, to withhold some or all of such payment. In the event the City Indemnitees are made a party to any actions, lawsuit, or other adversarial proceeding arising from any Third Party Claim of Infringement, the Contractor shall provide a defense to the City Indemnitees or at the City’s option, reimburse the City Indemnitees their costs of the defense, including reasonable legal fees, incurred in defense of such claims. 28. INDEMNIFICATION AND DEFENSE. To the fullest extent permitted by law (including, but not limited to California Civil Code Section 2782 and 2782.8), Contractor shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees, volunteers, and agents (“City Indemnitees”), from and against any and all causes of action, claims liabilities, obligations, judgments, or damages, including reasonable legal counsels’ fees and costs of litigation (“Claims”), arising out of the Contractor’s performance or Contractor’s failure to perform its obligations under this Agreement or out of the operations conducted by Contractor, including the City’s active or passive negligence, except for such loss or damage arising from the sole negligence or willful misconduct of the City. In the event the City Indemnitees are made party to any actions, lawsuit, or other adversarial proceeding arising from the Contractor’s performance or nonperformance of this Agreement, the Contractor shall provide a defense to the City Indemnitees or at the City’s option, reimburse the City Indemnitees for their costs of defense, including reasonable legal fees, incurred in defense of such Claims. The defense and indemnity obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement. 29. TERMINATION FOR CONVENIENCE. At any time during the term of this Agreement, the City has the right to terminate this Agreement upon thirty (30) days’ written notice to the Contractor. Should the City terminate this Agreement for convenience, the City’s liability will be the lesser of a reasonable price for the services rendered prior to termination, or the price for the services reflected on this Agreement. Upon termination notice from the City, Contractor must, unless otherwise directed, cease work and follow the City’s direction as to work in progress. 30. TERMINATION FOR CAUSE. If, during the term of the Agreement, the City determines the Contractor is not faithfully abiding by any term or condition contained herein, the City may notify the Contractor in writing of such defect or failure to perform. This notice must give the Contractor a ten (10) calendar day notice of time thereafter in which to perform said work or cure the deficiency. a. If the Contractor has not performed the work or cured the deficiency within the ten (10) days specified in the notice, such shall constitute a breach of the contract and the City may terminate the contract immediately by written notice to the DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 CITY OF SAN LUIS OBISPO INFORMATION TECHNOLOGY SERVICES AGREEMENT Page 8 Contractor to said effect. Thereafter, neither party shall have any further duties, obligations, responsibilities, or rights under the contract except to comply with the obligations upon termination set forth in Section 15 of this Agreement. b. In said event, the Contractor shall be entitled to the reasonable value of its services performed from the beginning date in which the breach occurs up to the day it received the City’s Notice of Termination, minus any offset from such payment representing the City’s damages from such breach. “Reasonable value” includes fees or charges for goods or services as of the last milestone or task satisfactorily delivered or completed by the Contractor as may be set forth in the Agreement payment schedule; compensation for any other work or services performed or provided by the Contractor shall be based solely on the City’s assessment of the value of the work-in-progress in completing the overall scope. c. The City reserves the right to delay such payment until completion or confirmed abandonment of the project, as may be determined in the City’s sole discretion, so as to permit a full and complete accounting of costs. In no event, however, shall the Contractor be entitled to receive in excess of the compensation quoted in its proposal. 31. INSURANCE. Contractor shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit B attached to and made part of this Agreement. 32. Business License & Tax. The Contractor must have a valid City of San Luis Obispo business license & tax certificate before execution of the contract. Additional information regarding the City’s business tax program may be obtained by calling (805) 781-7134. 33. Safety Provisions. The Contractor shall conform to the rules and regulations pertaining to safety established by OSHA and the California Division of Industrial Safety. 34. Public and Employee Safety. Whenever the Contractor’s operations create a condition hazardous to the public or City employees, it shall, at its expense and without cost to the City, furnish, erect and maintain such fences, temporary railings, barricades, lights, signs and other devices and take such other protective measures as are necessary to prevent accidents or damage or injury to the public and employees. 35. UNDUE INFLUENCE. Contractor declares and warrants that no undue influence or pressure was used against or in concert with any officer or employee of the City in connection with the award, terms or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of the City has or will receive compensation, directly or indirectly, from Contractor, or from any officer, employee or agent of Contractor, in connection with DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 CITY OF SAN LUIS OBISPO INFORMATION TECHNOLOGY SERVICES AGREEMENT Page 9 the award of this Agreement or any work to be conducted as a result of this Agreement. Violation of this Section shall be a material breach of this Agreement entitling the City to any and all remedies at law or in equity. 36. ASSIGNMENT. The Contractor shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the City. 37. AMENDMENT. Any amendment, modification, or variation from the terms of this Agreement shall be in writing and shall be effective only upon approval by the appropriate review authority according to the City’s Financial Management Manual. Contractor shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to those set forth herein, unless such additional services are authorized by the City in advance and in writing. 38. COMPLETE AGREEMENT. This written Agreement, including all writings specifically incorporated herein by reference, shall constitute the complete Agreement between the parties hereto. No oral agreement, understanding, or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral Agreement, understanding, or representation be binding upon the parties hereto. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material. 39. NOTICE. All written notices to the parties hereto shall be sent by United States mail, postage prepaid by registered or certified mail addressed as follows: To City: IT Department City of San Luis Obispo 990 Palm Street San Luis Obispo, CA 93401 Attention: Josh Erquiaga To Contractor: Cannon 1050 Southwood Drive San Luis Obispo, CA 93401 Jeff Spannbauer (JeffS@CannonCorp.us) 40. GOVERNING LAW. Any action arising out of this Agreement shall be brought in the Superior Court of San Luis Obispo County, California, regardless of where else venue may lie. The validity, interpretation, construction and performance of this Agreement, and all acts and transactions pursuant hereto and the rights and obligations of the parties hereto DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 CITY OF SAN LUIS OBISPO INFORMATION TECHNOLOGY SERVICES AGREEMENT Page 10 shall be governed, construed and interpreted in accordance with the laws of the State of California, without giving effect to principles of conflicts of law. 41. AUTHORITY TO EXECUTE AGREEMENT. Both City and Contractor do covenant that each individual executing this Agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party. IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written. CITY CONTRACTOR _______________________________ By: City Manager _______________________________ By: APPROVED AS TO FORM: _______________________________ By: J. Christine Dietrick, City Attorney DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 San Luis ObispoSan Luis Obispo Qualifications for Qualifications for SCADA Support Services SCADA Support Services City ofCity of Cannon Reliable Responsive Solutions Exhibit ADocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 CannonCity of San Luis Obispo SCADA Support Services Josh Erquiaga City of San Luis Obipso 990 Palm Street San Luis Obispo, CA 93401 Subject: Qualifications for SCADA Support Services Dear Mr. Erquiaga: The City of San Luis Obispo (City) is seeking a trusted team to provide ongoing SCADA support services for the City’s Water Treatment Facility, Water Resource Recovery Facility, Water Distribution System, and Wastewater Collection System. These services range in scope from emergency callouts on a 24/7 basis, to routine maintenance, to capital improvement projects. The selected firm should have a variety of skillsets and competencies, including SCADA server hardware and software troubleshooting; control panel hardware and troubleshooting and fabrication; SCADA, operator interface terminal, and programmable logic controller troubleshooting and programming services; network troubleshooting; engineering design services; and construction support services. Cannon is prepared to bring these services to the City. Our team brings extensive electrical, instrumentation, and automation system SCADA experience, including assessments and master planning; infrastructure design and architecture for specific processes, system integration, and programming of water and wastewater systems; and engineering, bidding, and construction services. We have successfully provided each of these services to several large agencies, including the Cities of Bakersfield and Soledad, Carpinteria Sanitary District, Golden State Water Company, and California Department of Corrections, as well as others as listed in the proposal. Our team includes professional engineers, certified programmers, certified electricians, and certified instrumentation technicians who have years of experience providing these services to water and wastewater industries. Cannon has provided these services to the City through other recent projects in various forms. We provided panel build; PLC and OIT programming; and construction support services for the Avila Ranch Lift Station project. We prepared the automation design services for the City’s ongoing WRRF project. We also designed the City’s Water Distribution SCADA system. Although we did not have a contract in place to provide SCADA support services, we coordinated with the City’s SCADA staff to discuss and assist with problems the City had for various projects including one at the WTP in which an older SLC-5 was experiencing issues and Cannon provided the software to connect and troubleshoot it. We are excited to be the partner you are seeking. We are local, knowledgeable, and capable of providing the City with quality support. Sincerely, June 8, 2023 Jeff Spannbauer, PE No. 66131 Director, Automation & Electrical Engineering (805.503.4514 📱 805.325.1245 * JeffS@CannonCorp.us Taylor Groos, EIT (PE test passed, awaiting number) Electrical Senior Project Engineer ( 805.361.2809 📱 530.680.1514 * TaylorG@CannonCorp.us DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 CannonCity of San Luis Obispo SCADA Support Services Table of Contents SUBMITTAL FORMS a. Proposal Submittal Summary ..............................................................................................1 b. Certificate of Insurance .......................................................................................................2 c. References ...........................................................................................................................3 QUALIFICATIONS d. Firm Experience ...................................................................................................................5 e. Specific Roles / Resumes ...................................................................................................16 f. Hourly Billing Rates ............................................................................................................24 g. Statement of Disqualifications ...........................................................................................25 WORK PROGRAM h. Work Approach ..................................................................................................................26 l. Anticipated City Provisions ................................................................................................28 m. Services / Deliverables .......................................................................................................29 n. Other Pertinent Information ..............................................................................................30 o. Description of Assumptions ...............................................................................................31 REQUESTED CHANGES TO TERMS AND CONDITIONS p. Requested Redline Changes ...............................................................................................32 APPENDIX I&E Field Service Report Form DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 1City of San Luis Obispo SCADA Support Services a.a. Proposal Submittal Summary -13- PROPOSAL SUBMITTAL FORM The undersigned declares that she or he has carefully examined [__________] which is hereby made a part of this proposal; is thoroughly familiar with its contents; is authorized to represent the proposing firm; and agrees to perform the specified work for the following cost quoted in full: BID ITEM: Total Base Price Sales tax [] Other TOTAL $ Delivery of equipment to the City to be within _______ calendar days after contract execution and written authorization to proceed. Certificate of insurance attached; insurance company’s A.M. Best rating: __________________. Firm Name and Address Contact Phone Signature of Authorized Representative Date E NOTES ON THIS SAMPLE FORM This is the City’s “basic” submittal form, and something like it should accompany all proposals, even if: a combined “description of work/detailed proposal submittal form” (like Sample E) is required; or price information is not requested (like Sample F). Cannon 1050 Southwood Drive San Luis Obispo, CA 93401 Jeff Spannbauer, Director, Automation & Electrical Engineering 805.503.4514 6/8/23 Per cas e b asis NAIC# 35289 NAIC# 37540 NAIC# 38288 NAIC# 10046 DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 3City of San Luis Obispo SCADA Support Services -14- REFERENCES Number of years engaged in providing the services included within the scope of the specifications under the present business name: . Describe fully the last three contracts performed by your firm that demonstrate your ability to provide the services included with the scope of the specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference No. 1: Agency Name Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome Reference No. 2: Agency Name Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome c.c.References City of Bakersfield Andy O’Brien ( 661.326.3724 ** aobrien@bakersfieldcity.us 6901 McCutchen Road Bakersfield, CA 93313 Wastewater Plant 3 PLC Upgrade (see page 13 for description). Contract Amount: $500,000 Years: 2022 – 2023 Project Outcome: Cannon was successful in upgrading PLC-7 and Centrifuge PLCs on an accelerated schedule, getting the plant solids operation restored quickly. These upgrades will provide the City a modern, reliable, and supported platform for next 10-15 years. Chino Basin Desalter Authority Tom O’Neill ( 909.218.3230 ** toneill@chinodesalter.org 3550 E. Philadelphia Street, Suite 170 Ontario, CA 91761 Chino Desalter SCADA Integration Services (see page 12 for description). Contract Amount: $448,176 Years: 2022 – 2023 Project Outcome: Cannon successfully integrated the new instrumentation and control devices in the existing Quantum PLC and Wonderware application. The wiring and control loops were checked and modified as needed. Since this project, Cannon was selected for a $155,000 service contract and continues to support CDA. 47 years: Founded in 1976 as CSD Engineering Inc.; in 1987 the firm started doing business as Cannon Associates, and since 2008 has been doing business as Cannon. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 4City of San Luis Obispo SCADA Support Services -15- Reference No. 3 Agency Name Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome Central Coast Water Authority Todd York ( 805.688.2292 ** tyork@ccwa.com 255 Industrial Way Buellton, CA 93427 Polonio Pass WTP PLC Replacement Project (see page 14 for description). Contract Amount: $141,902 Years: 2020 – 2022 Project Outcome: Replacement of the existing redundant Modicon Quantum PLC hardware at the WTP. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 5City of San Luis Obispo SCADA Support Services Cannon Corporation - Providing Reliable Responsive Solutions since 1976 As a full-service engineering, surveying, and construction management firm, we take pride in our ability to offer clients a broad range of services. Our commitment to providing Reliable Responsive Solutions, whether the project scope is expansive or more specialized, spans 46 years. During that time, we have worked with many cities, counties and agencies throughout California to assess, design, and construct SCADA systems for numerous water, wastewater, gas, and electric utilities. As a multidisciplinary engineering firm, SCADA system integrator, UL 508A listed panel shop, and C-10 Electrical Contractor. Our services include electrical and automation design, PLC/SCADA programming and system troubleshooting, instrumentation calibration, and maintenance. Other Cannon services include water and wastewater; construction management; public outreach; survey; structural; street improvements; and landscape architecture, lid, and sustainability. Our automation and electrical engineers work side-by-side with our control system programmers, information technology (IT) staff, and technicians to design reliable and innovative electrical, controls, instrumentation, and SCADA systems for municipal agencies and private companies. Our in-house team designs, fabricates, and services a wide variety of SCADA systems, including the following: • PLC programming • RTU panel design and fabrication • SCADA system security • SCADA system design • SCADA programming • Instrumentation design • Instrumentation installation, calibration, and service • Software and hardware procurement • Communication systems including wireless radios, fiber networks, cellular modems, and RF radios • Database servers • Communication protocols including Ethernet, DeviceNet, Modbus, and ControlNet • Water system hydraulics and modeling, coordination with SCADA system • Coordination with utilities for power efficiency studies, power savings We specialize in servicing commonly used hardware and software programs, including the following: • Schneider Modicon • Schneider AVEVA / Wonderware • Emerson/Rosemount • Rockwell Automation • Endress+Hauser • Phoenix Contact • General Electric d.d. Firm Experience DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 6City of San Luis Obispo SCADA Support Services Certifications and Technical Registrations Rockwell Automation Silver System Integrator Cannon has extensive experience and knowledge of Rockwell Automation products, and is a Silver System Integrator. Inductive Automation Ignition Certified Integrator Cannon has added Ignition Certification to our SCADA certifications this year. Schneider Electric Certified Alliance Partner Cannon has experience with legacy and modern Schneider Modicon PLC products and we are now a Certified Alliance Partner. Control System Integrators Association (CSIA) Cannon is a member of the CSIA. International Society of Automation (ISA) Cannon is a member of the ISA. Aveva Certified System Integrator Cannon is an Aveva Certified System Integrator company. UL 508A Listed Panel Shop Cannon’s in-house panel shop is UL 508A Listed. C-10 Electrical Contractor Cannon is a C-10 Electrical Contractor (No. 970186). Installations are performed in- house by a California State Certified Electrician in conformance with applicable City, County, and State electrical codes. Cannon / Rockwell Cannon has extensive experience and knowledge of Rockwell Automation products, and is a Silver System Integrator. Ditas Esperanza, Capital Projects Engineer City of Paso Robles Throughout this project, Cannon exceeded the City's expectations. They were responsive and reliable, and provided a creative design to overcome potential obstacles while keeping the project on time and within budget. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 7City of San Luis Obispo SCADA Support Services The following table demonstrates an at-a-glance look at Cannon’s SCADA assessment, master planning, and technical support services relevant to the City’s RFQ. Descriptions for projects denoted with an asterisk are on the following pages. Cannon Projects Project Management ProcessesSCADA Design/Vendor WorkshopsSCADA System DesignTelemetry and Network DesignControl Panel DesignInstrumentation DesignControl Panel FabricationMotor Control Design and IntegrationSystem Integration / SCADA ProgrammingUtility CoordinationOn Call Emergency RepairSCADA System MaintenanceGolden State Water Company Orange County SCADA Design-Build*√√√√√√√√√√√ Golden State Water Company Cypress Ridge SCADA Design-Build*√√√√√√√√ Chino Desalter SCADA Integration Services*√√√√√√√ Bakersfield Wastewater Plant 3 PLC Upgrade*√√√√√√√ Polonio Pass Water Treatment Plant PLC Central Coast Water Authority*√√√√√√ Ventura SCADA Support*√√√√√√√√ Golden State Water Company Morongo SCADA Upgrade √√√√√√√√√ Golden State Water Company Arden, SCADA Server Upgrade to WW SP 2017 √√√√√√√√√ Suburban Water Systems SCADA Master Plan Phase 2 Implementation*√√√√ Arroyo Grande Field Flue Gas Scrubber Upgrade √√√√√√√√√√√ Arroyo Grande LACT and Shipping Project √√√√√√√√√√√ San Luis Obispo WRRF √√√√√√√ American Water SCADA Upgrades, VAFB √√√√√√√√√√√ Paso Robles Wastewater Collections SCADA Upgrade √√√√√√√√√√√ City of Norwalk SCADA System Assessment and Design √√√√√√√√√√√ Pismo Beach Water and Wastewater SCADA System Upgrades √√√√√√√√ Recent Project Experience Summary DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 8City of San Luis Obispo SCADA Support Services Client Reference Ernie Gisler, PE, Capital Program Manager, Golden State Water Company 3035 Prospect Park Drive, Suite 60, Rancho Cordova, CA 95670 ( 916.853.3634 ** eagisler@gswater.com SCADA Services, Golden State Water CompanyVarious Locations, California Orange County SCADA Design-Build: Cannon was selected by GSWC to provide a design-build project to establish an upgraded SCADA system for the Orange County District. The existing control system was providing monitoring and control for seven out of 37 remote sites, across four different water systems. Cannon was tasked to create standardized SCADA designs, for both hardware and software implementation, from the SCADA Master Plan to integrate all four water systems. Cannon conducted Radio Path Surveys in this Orange County region, including evaluating alternatives for communication to the GSWC Anaheim office. Due to poor radio paths to Anaheim, Cannon developed alternative telemetry design solutions, using cellular routers at each of the Access Points for the four water systems. The upgrade required new control panels with Modicon M340 and Momentum PLCs, replacing legacy Modicon hardware. The existing Wonderware SCADA system was upgraded to System Platform 2017. All sites were upgraded with Red Lion G310S touchpanels for the local operator interface. Cypress Ridge SCADA Design-Build: GSWC selected Cannon to conduct a design-build project to establish a new SCADA system for the newly incorporated Cypress Ridge water system comprised of 9 well sites, 4 booster pump stations, and 6 reservoirs. Cannon conducted Radio Path and developed alternative telemetry design solutions. This upgrade required new instrumentation, new control panels with Modicon M340 PLCs, new Ethernet networks, redundant power supplies and power monitoring, and a completely new Wonderware System Platform 2017 SCADA system software. Cannon implemented the hardware and software standards developed from the SCADA Master Plan. The Cypress Ridge water system is now up-to-date and operating to supply water to homes and businesses throughout its service area. Project Information Project Type: Design, Build PLC Hardware: Modicon M340 PLC SCADA Software: AVEVA System Platform Similar Project Experience Descriptions DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 9City of San Luis Obispo SCADA Support Services Client Reference Tom O’Neill, General Manager/CEO, Chino Basin Desalter Authority 3550 E. Philadelphia Street, Suite 170, Ontario, CA 91761 ( 909.218.3230 ** toneill@chinodesalter.org Chino Desalter SCADA Integration ServicesOntario, California A new Reverse Osmosis (RO) train was added to the Chino Basin Desalter Authority (CDA) facility requiring the existing SCADA system to be updated with new controls and visibility. Cannon was asked to evaluate the status, recommend and discuss a path to completion, and complete the commissioning of the SCADA system associated with the new RO train. As a subcontractor to U.S. Controls, Inc., Cannon developed most of the PLC and HMI programming offline and off-site to reduce the number of interruptions to operations. Cannon imported the programming into the online controller during a scheduled facility shutdown. The new RO train control devices consist of a variable speed feed water pump, a variable speed booster pump with an integrated energy recovery turbine, and Rotork control valves. Instrumentation includes pressure, flow, and analytical (pH and conductivity) transmitters. Cannon successfully integrated the new instrumentation and control devices in the existing Quantum PLC and Wonderware application. The wiring and control loops were checked and modified as needed. Since this project, Cannon was selected for a $155,000 service contract and continues to support CDA. Project Information Project Type: Design, Programming PLC Hardware: Modicon M580 SCADA Software: AVEVA System Platform DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 10City of San Luis Obispo SCADA Support Services Wastewater Plant 3 PLC UpgradeBakersfield, California The City of Bakersfield (City) needed immediate, emergency upgrades to their aging programmable logic controllers (PLCs) and failures in the Profibus DP communication card in PLC-7 that served the entire solids handling for the facility. These failures cause the automated valves associated with PLC-7 to cease communication and work with the automatic sequences. As Cannon discovered during the project, the Centrifuge PLCs needed to be upgraded to provide a complete system overhaul. Cannon was selected to provide a design-build upgrade of this facility and additional automation support services for other plant facilities. Cannon completed an on-site evaluation and troubleshooting to determine the key issues to be resolved. Network diagrams, security information, PLC panel drawings, Loop diagrams, PLC logic, and SCADA application were collected for review and evaluation. Cannon provided the design to upgrade from Modicon Quantum PLCs to Modicon M580 PLC (for PLC-7) and M340 PLCs (for 3 Centrifuge units). Cannon coordinated with Graybar/Schneider and used the UMAC conversion tool to validate the “cross functionality” required between the two platforms, including considerations for Global Data, Modbus Plus networks, and Profibus networks. Cannon was successful in upgrading PLC-7 and Centrifuge PLCs on an accelerated schedule, getting the plant solids operation restored quickly. These upgrades will provide the City a modern, reliable, and supported platform for next 10- 15 years to come. Project Information Project Type: Design, Build PLC Hardware: Modicon M580 SCADA Software: GE iFix Client Reference Andy O’Brien, City of Bakersfield 6901 McCutchen Rd. Bakersfield, CA 93313 ( 661.326.3724 ** aobrien@bakersfieldcity.us aobrien@bakersfieldcity.us DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 11City of San Luis Obispo SCADA Support Services Client Reference Todd York, Maintenance Superintendent Central Coast Water Authority PO Box 505, Shandon, CA 93461 ( 805.245.0095 ** tay@ccwa.com Polonio Pass Water Treatment Plant PLC Replacement Project, Central Coast Water AuthorityShandon, California Central Coast Water Authority (CCWA) operates a 43-million-gallon per day producing water treatment plant (WTP) and a 142-mile-long pipeline that provide drinking water to 14 retail water agencies in San Luis Obispo and Santa Barbara Counties. CCWA relies upon its own private, data transferring communications network for water operations, administrative, SCADA, and security functions. Because the manufacturer no longer supports the hardware the Programmable Logic Controller (PLC) system is based on, the products reached the end of their life cycle. CCWA selected Cannon to assist with design and project implementation for replacing the existing redundant Modicon Quantum PLC hardware at the WTP. Cannon’s scope included designing the future construction project and monitoring the future project until completion. The work is the basis for the full replacement of PLCs during CCWA’s annual shutdown. Along with the physical replacement of the PLCs, the old PLC program needed to be converted from Modicon’s ProWorx software to the latest Modicon programming software, EcoStruxure Control Expert. Since the new PLC system needed to be replaced in a short period, it was anticipated that an extensive bench test would be required prior to the replacement. Cannon developed a preliminary timeline of the activities, anticipated test plan, and a project budget. Project Information Project Type: Design, Programming PLC Hardware: Modicon M580 SCADA Software: GeoSCADA DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 12City of San Luis Obispo SCADA Support Services Client Reference Nathan Au, Engineer Manager, Suburban Water Systems 1325 N. Grand Avenue, Suite 100, Covina, CA 91724 ( 626.543.2500 ** nau@swwc.com nau@swwc.com SCADA Assessment and Master Plan, Suburban Water SystemsWest Covina, California Suburban Water Systems (SWS) needed a new SCADA platform to provide functionality, ease of use, security, and standardization for the future for their operations team. SWS has 70 sites across two water systems which use Modicon M340 and Momentum PLCs. The PLCs communicate through GE MDS Transnet serial radios to two existing BIF3800 SCADA applications. After completing a SCADA master plan in the first phase of this project, SWS was ready to begin implementing the system to prepare for the new SCADA platform. Cannon was selected to help SWS evaluate and identify which SCADA platform to use. Cannon was selected to provide software demonstrations to finalize a selection of the SCADA vendor for the Phase 2 Implementation. Cannon provided software demonstrations of system security, HMI layouts, operational interfaces, development/ programming, trends, and reporting for two software systems: AVEVA System Platform and Inductive Automation Ignition. Following the software demonstrations, SWS tasked Cannon with providing a SCADA Sandbox application that included a SCADA application built-up for select sites and implemented in parallel with the existing SCADA system. This task includes development of SCADA templates, structures, and high-performance graphics. The SCADA Sandbox application will be vetted over several months’ time and will set the stage for the final build-out of the new SCADA system. SWS and the Cannon team will be able to provide adjustments to SCADA standards/templates for the remainder of the SCADA application based on empirical trials. Project Information Project Type: Design, Programming PLC Hardware: Modicon M340 + Momentum SCADA Software: Ignition System Platform DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 13City of San Luis Obispo SCADA Support Services Client Reference Jerrod Wilson, Ventura Water 336 Sanjon Road, Ventura, CA, 93002 ( 805.667.6500 ** jewilson@cityofventura.ca.gov Ventura SCADA Support and Control Design SystemMultiple Sites, Ventura, California City of Ventura selected Cannon to provide on-going support for their existing water and wastewater control systems, including 117 Rockwell Automation PLCs and five separate Wonderware InTouch applications. In order to modernize and centralize their existing SCADA applications, Cannon was tasked with integrating the Wonderware InTouch applications into a new System Platform galaxy. This effort included modifying each of the InTouch historical file-based systems to dedicated Historian platforms. Each Historian was configured to then push data to Tier 2 Historian for the whole City. In addition, Cannon has provided multi-discipline designs for water and wastewater City facilities, both retrofit and greenfield projects. Specifically, the City of Ventura (City) needed to replace wells No. 2 and No. 3 to increase discharge from the mound groundwater basin. This project was part of the City’s efforts to improve the water system and sustain local resources. Cannon was contracted to prepare plans and specifications for equipping the wells with pumps and motors, discharge header piping, transmission mains, pump-to-waste discharge lines, electrical equipment, and SCADA/controls. Additionally, Cannon has been selected to provide system integration/programming for the two well facilities, which are currently under construction. Cannon will create PLC logic and modify the water system SCADA application for these projects. Project Information Project Type: Design, Programming PLC Hardware: Rockwell Automation CompactLogix SCADA Software: AEVA System Platform DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 14City of San Luis Obispo SCADA Support Services Buckley Wastewater Lift StationSan Luis Obispo, California The Avila Ranch Development encompasses 720 dwelling units. The 150-acre project site is north of Buckley Road within the Airport Area Specific Plan (AASP) boundaries. One of the critical pieces of infrastructure required for the developer to occupy the homes was a new wastewater lift station: Buckley Wastewater Lift Station. This lift station lifts gravity flow sewage collected from the development and surrounding areas and pumps it to the Tank Farm Lift Station roughly 1 mile away. SCADA communications to the site were established via fiber from the Tank Farm Lift Station. Cannon was selected by P&J Electric under Specialty Construction to provide automation and control services for the lift station. Cannon’s specific scope included a wide variety of services, from design services to installation and commissioning services. Design services included MCC and pump VFD motor wiring design, control panel design, control strategy, coordination meetings with stakeholders, submittals, and integration design. Installation and commissioning services included PLC panel fabrication/installation, Allen-Bradley PLC Programming, HMI PanelView Plus Programming, Rockwell PowerFlex 525 VFD configuration, system integration & commissioning support, and final site acceptance testing. The final product was a fully autonomous lift station that was turned over to the City for operation. Services coordinated with the City included network switch configuration and iFIX programming. Project Type: Design, Build, Programming PLC Hardware: Rockwell Automation CompactLogix SCADA Software: FactoryTalk View ME Client Reference Peter Glasner, Owner, P & J Electric 349 Enterprise Way, Tehachapi, CA, 93581-0303 ( 661.822.6217 ** pjelect@gmail.com DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 15City of San Luis Obispo SCADA Support Services How Cannon Mitigates The Environmental Impact of its Services Cannon is committed to being sustainable from the products we buy to the services we provide. As a regional leader in sustainability, site development, and green building design, we are committed to promoting the economic health and well-being of the communities we work and live in. Energy conservation measures are continuously incorporated into our work spaces and operations. • Cannon participates in PG&E’s ClimateSmartTM Program • Energy saving systems are installed in our work spaces. Lighting, heating, and cooling systems are programmed to be on during scheduled work times, and room sensors recognize movement to activate lighting when work areas are in use. • Our Key Managers are LEED Accredited and follow the United States Green Building Council (USGBC) LEED framework. • Our offices are landscaped using drought tolerant plants and low-to-no-water landscaping. • Installation of LED energy-efficient lights in all of our offices and has resulted in a % of reduced energy consumption. • Our offices are disposable plastic water-bottle free. To reduce the impact of plastic water bottles in our landfills, Cannon provides clients and staff with reusable glasses and purified water. As well, every associate has been provided with a reusable mug and water bottle for their water and coffee consumption. • We schedule regular vehicle maintenance to facilitate optimum performance, gas mileage, and to prevent vehicles from leaking fluids or other contaminants. Having a well-tuned truck with a fresh air-filter can increase gas mileage 10% to 15%. • Actively monitoring equipment battery usage and complete cycle discharge maximizes battery life. The majority of our equipment batteries are lithium ion cell, which if not fully discharged, can build up memory and shorten battery life. This would require pre-mature replacement and appropriate disposal of used batteries. • Biodegradable/non-toxic chalk and natural pigment based paints are used at all times. • We maintain Hazardous Material Data Sheets for strict compliance with appropriate use and disposal of hazardous materials. • Power Save options for office computers and equipment when not in use are activated. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 16City of San Luis Obispo SCADA Support Services e.e. Specific Roles / Resumes City of San Luis Obispo Organizational Chart In addition to our key project team members in the organizational chart, Cannon is home to comprehensive engineering design staff who are ready to commence project work immediately. Principal-in-ChargeJeff Spannbauer, PENo. C 66131 - BS, Agricultural Engineering, California Polytechnic State University, San Luis Obispo, CA Automation SpecialistRajesh KumarElectrical, Electronic, Computer Controls Certificate, Iowa State University, Ames, IA Project ManagerTaylor Groos, EIT*BS, Electrical Engineering, California State University, Chico, CA Automation SpecialistMatthew CookBakersfield College, Bakersfield, CA Automation TechnicianGavin SpannbauerInstrumentation and Industrial Automation, Perry Technical Institute, Yakima, WA Automation Engineer David Noellsch, PENo. CS 7576 - BS, Mechanical Engineering, University of Missouri, Columbia, MO Dedicated Staff Our key personnel listed in the organizational chart are committed to completing assigned tasks with the highest priority and production. * (PE test passed, awaiting number) DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 17City of San Luis Obispo SCADA Support Services Taylor Groos, EIT (PE test passed, awaiting number) Project Manager Mr. Groos, PE provides instrumentation and controls engineering services on various teams to support the ongoing improvements and development of water resource, wastewater, energy, manufacturing, and industrial facilities. Mr. Groos actively supports and designs computer system interfaces. He is adept at building client relations and manages oversight of contractors. Mr. Groos is experienced in designing, developing, installing and managing equipment used to monitor and control engineering systems, machinery and processes. He specializes in programming line controls, process controls, and HMI. Jeff Spannbauer, PE Principal-in-Charge Jeff Spannbauer, PE has experience preparing plans and specifications for water systems for public agency and private industry projects since 1995. He has practical knowledge of water system operations and testing in current water modeling technologies, and brings in-depth understanding to SCADA system upgrades from planning through construction and integration. David Noellsch, PE Automation Engineer Mr. Noellsch, PE is responsible for working as part of the design team to create drawing packages, including P&IDs, PFDs, loop drawings, and panel layouts. He will coordinate system design and instrumentation selection with the electrical engineer, attend design review meetings with clients, and create control narratives to define how systems and processes should operate. Other tasks include creating cause-and-effect charts to define system alarms and shutdowns; programming PLC logic; and programming HMI design to client standards while considering industry best practices. Raj Kumar Automation Specialist As a Senior Automation Specialist, Mr. Kumar provides significant SCADA support services. He is responsible for radio/telemetry installation, testing, commissioning, and troubleshooting; PLC control panel fabrication, programming, and installation; SCADA system troubleshooting and programming; instrumentation calibrations; reporting / alarm management and SQL data management / storage. Matthew Cook Automation Specialist Mr. Cook brings 10 years of experience in the electrical and automation field. He has worked as an automaton technician with advanced combustion and process controls, building and installing control panels, performing safety checks and calibrations, and troubleshooting instrumentation. Since 2008, Mr. Cook has developed extensive automation technician and electrical engineering experience within both the public and private sectors. Gavin Spannbauer Automation Technician As Automation Technician, Mr. Spannbauer works alongside senior automation team members, providing SCADA support services. Mr. Spannbauer is responsible for PLC control panel fabrication and installation, radio/telemetry installation, testing, commissioning, and troubleshooting. In addition, he also provides services for SCADA system troubleshooting, and instrumentation calibrations. Staff Roles DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 18City of San Luis Obispo SCADA Support Services Taylor Groos, EIT (PE test passed, awaiting number) Project Manager Resumes Professional Registration • PE (test passed, awaiting number) • Engineer-in-Training, California, No. 159743 Education • Bachelor of Science, Electrical Engineering, California State University-Chico, Chico, California Specialized Software Skills • PLC Programming– 2010 • HMI Programming • AutoCAD • Ladder Logic • Rockwell • RSLogix/Studio Certifications • First Aid/CPR • OSHA Confined Space Entry Mr. Groos provides instrument and controls engineering services on various teams to support the ongoing improvements and development of water resource, wastewater, energy, manufacturing, and industrial facilities. He is adept at building client relations and manages oversight of contractors. Mr. Groos is experienced in designing, developing, installing, and managing equipment which is used to monitor and control engineering systems, machinery and processes. He specializes in programming line controls, process controls, and HMI. Orange County SCADA Design-Build, Orange County, California: Cannon was selected by GSWC to perform a Design-Build project to establish an upgraded SCADA system for the Orange County District. The existing control system was providing monitoring and control for seven out of 37 remote sites, across four different water systems. Cannon was tasked to create standardized SCADA designs, for both hardware and software implementation, from the SCADA Master Plan to integrate all four water systems. Cannon conducted Radio Path Surveys in this Orange County region, including evaluating alternatives for communication to the GSWC Anaheim office. Due to poor radio paths to Anaheim, Cannon developed alternative telemetry design solutions, using cellular routers at each of the Access Points for the four water systems. Mr. Groos served as Electrical Senior Project Engineer. Buckley Wastewater Lift Station, San Luis Obispo, California: Design services included MCC and pump VFD motor wiring design, control panel design, control strategy, coordination meetings with stakeholders, submittals, and integration design. Installation and commissioning services included PLC panel fabrication/installation, Allen-Bradley PLC Programming, HMI PanelView Plus Programming, Rockwell PowerFlex 525 VFD configuration, system integration & commissioning support, and final site acceptance testing. The final product was a fully autonomous lift station that was turned over to the City for operation. Services coordinated with the City included network switch configuration and iFIX programming. Mr. Groos served as Electrical Senior Project Engineer. American Water On-Call SCADA Upgrades, Vandenberg Air Force Base, Lompoc, California: In 2016, American Water Operations & Maintenance, Inc. assumed responsibility for Vandenberg AFB’s water system and wished to eliminate deviations from normal operations and current industry best practices. Mr. Groos provided controls engineering services. The Avila Ranch Development encompasses 720 dwelling units. The 150-acre project site is north of Buckley Road within the Airport Area Specific Plan (AASP) boundaries. One of the critical pieces of infrastructure required for the developer to occupy the homes was a new wastewater lift station: Buckley Wastewater Lift Station. This lift station lifts gravity flow sewage collected from the development and surrounding areas and pumps it to the Tank Farm Lift Station roughly 1 mile away. SCADA communications to the site were established via fiber from the Tank Farm Lift Station. Mr. Groos served as Electrical Senior Project Engineer. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 19City of San Luis Obispo SCADA Support Services Professional Registration • Registered Civil Engineer, California, No. 66131 Education • Bachelor of Science, Agricultural Engineering, California Polytechnic State University, San Luis Obispo, California Training and Development • PMSJ Project Management Bootcamp • Certified Master Modeling in WaterCAD and WaterGEMS Hydraulic Analysis Software by Bentley Professional Affiliations • American Society of Civil Engineers As Principal-in-Charge Mr. Spannbauer makes decisions and recommendations recognized as authoritative that have a far-reaching impact on Cannon’s engineering design, construction, administrative, and related activities. He negotiates critical and controversial issues along with other Senior Principal engineers and officers of other companies or organizations. In addition, Mr. Spannbauer exhibits a superior level of creativity, foresight, and judgement in planning, organizing, and guiding project teams and engineering programs. Recognized as an expert in one or more specialties, he applies his extensive knowledge to complex projects and assumes responsibility for the department of automation and electrical engineering at Cannon. City of Santa Paula Water Division, SCADA Consulting and Support Services, Santa Paula, California: Aging infrastructure and software required the City of Santa Paula (City) to find a trusted consultant to provide on-going SCADA support and system upgrades to their hardware and software components. The City’s water system includes two main treatment locations, ten reservoirs, and six booster pump stations that serve 7400 domestic water accounts and are integrated into their SCADA system. Cannon was selected to provide SCADA consulting and support services to for the City’s water operations. Cannon’s services included troubleshooting of existing processes, SCADA system modifications, system integration, tasks for process improvement, provision of hardware and software, software transition, and other related tasks. Cannon helped streamline existing PLC logic, troubleshoot on-going issues, and upgrade the SCADA system. Mr. Spannbauer served as Project Manager. Surface Water Treatment Plant SCADA Installation, Kettleman, California: Kettleman City Community Services District constructed a new Surface Water Treatment Plant (SWTP) to treat water from a nearby California aqueduct and pump to residential and industrial water storage tanks. Cannon was selected to provide System Integration services consisting of panels, SCADA network design-build, and programming for monitoring and control of the new plant. Cannon selected and procured radio equipment, process instrumentation, computers and equipment, software, panel components and PLCs. Cannon programmed the Allen Bradley PLCs and FactoryTalk View SE HMI software using Rockwell’s Process Library which provided standardized logic and HMI displays. Mr. Spannbauer served as Project Manager. Select Project Experience Summary • Buckley Wastewater Lift Station, San Luis Obispo, California • Polonio Pass Water Treatment Plant PLC Replacement Project, Central Coast Water Authority, Shandon, California • Wastewater Plant 3 PLC Upgrade, Bakersfield, California • Orange County SCADA Design-Build, Golden State Water Company, 37 Orange County Remote Sites, California • Preliminary SCADA Assessment Study and SCADA Master Plan, Suburban Water Systems, Covina, California • SCADA Evaluation, Las Virgenes Municipal Water District, Calabasas, California Jeff Spannbauer, PE Principal-in-Charge DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 20City of San Luis Obispo SCADA Support Services As a Automation Engineer, Mr. Noellsch is responsible for working as part of the design team to create drawing packages, including P&IDs, PFDs, loop drawings, and panel layouts. He creates specification packages, selects system components optimally suited for client projects and designs, creates instrumentation data sheets (cut sheets), and obtains quotes from vendors for material cost estimates. In addition to providing status updates to the Project Manager, Mr. Noellsch will coordinate system design and instrumentation selection with the Electrical Engineer, attend design review meetings with clients, and create control narratives to define how systems and processes should operate. Other tasks include creating cause-and-effect charts to define system alarms and shutdowns; programming PLC logic (taking into account functions required, safety, process optimization, and industry best practices); and programming (or assisting) HMI design to client standards while considering industry best practices. Wastewater Treatment Plant Upgrade, Laguna County Sanitation District, Santa Maria, California: In partnership with Carollo, Cannon was selected to complete the first phase of this two-phase project. The Phase 1 overall scope of work included designing a 3.7 MGD conventional activated sludge plant, including new headworks / influent pump station, grit removal, aeration basin splitter box, aeration basins, secondary clarifiers, and RAS/WAS pump station. Cannon’s scope of work included the structural, mechanical, and electrical/ instrumentation designs for the headworks/influent pump station, vortex grit chamber, aeration basin splitter box, and several new pump stations and pump station upgrades. Cannon is also responsible for the site civil work, including paving and grading and yard piping. Mr. Noellsch served as Project Engineer. Select Project Experience Summary • Polonio Pass Water Treatment Plant PLC Replacement Project, Central Coast Water Authority, Shandon, California • Wastewater Plant 3 PLC Upgrade, Bakersfield, California • Orange County SCADA Design-Build, Golden State Water Company, 37 Orange County Remote Sites, California • Wastewater Collections SCADA Upgrades, Paso Robles, California • Las Virgenes Municipal Water District, SCADA Evaluation, Calabasas, California • Preliminary SCADA Assessment Study and SCADA Master Plan, Suburban Water Systems, Covina, California • Preliminary Design for SCADA System, Norwalk, California • American Water SCADA Upgrades, Vandenberg, California • Water Resource Recovery Facility, San Luis Obispo, California • Wasco Industrial Wastewater Treatment Plant, Wasco, California • Surface Water Treatment Plant, Kettleman City, California Professional Registration • Control Systems Engineer, California, No. CS 7576 Education • Bachelor of Science, Mechanical Engineering, University of Missouri- Columbia, Columbia, Missouri Certifications • Wonderware (AVEVA)(2020): • Mobile Operator Rounds - Delivery Training • CSI InTouch Operations Management Interface • Historian Server Wonderware Application Developer Specialized Software Skills • PLC Software: Allen-Bradley RSLogix500, RSLogix 5000, Studio 5000 • HMI Software: Rockwell FactoryTalk View SE/ME, Wonderware System Platform David Noellsch, PE Automation Engineer DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 21City of San Luis Obispo SCADA Support Services As a Senior Automation Specialist, Mr. Kumar provides significant SCADA support services. He is responsible for radio/telemetry installation, testing, commissioning, and troubleshooting; PLC control panel fabrication and installation; SCADA system troubleshooting; instrumentation calibrations; and reporting/alarm management. In addition, Mr. Kumar provides SCADA programming, PLC programming, and SQL data management/storage. Orange County SCADA Design-Build, Golden State Water Company, Orange County, California: Cannon was selected by GSWC to perform a Design- Build project to establish an upgraded SCADA system for the Orange County District. The existing control system was providing monitoring and control for seven out of 37 remote sites, across four different water systems. Cannon was tasked to create standardized SCADA designs, for both hardware and software implementation, from the SCADA Master Plan to integrate all four water systems. Cannon conducted Radio Path Surveys, including evaluating alternatives for communication to the GSWC Anaheim office and developed alternative telemetry design solutions. Mr. Kumar served as Electrical and Instrumentation Coordinator. SCADA System Assessment, Norwalk, California: The City of Norwalk has water operations segregated across three different regions. Cannon was selected to conduct a SCADA Assessment for the City of Norwalk that targeted a system with minimal existing SCADA infrastructure. Cannon conducted site assessments and performed radio path surveys at all 28 site locations as well as evaluated field instrumentation, control system functionality, and telemetry across the city. As part of this evaluation, Cannon objectively evaluated PLC and HMI vendor solutions based on City functional needs and life-cycle costs. Mr. Kumar served as Electrical and Instrumentation Coordinator. Wastewater Treatment Plant Instrumentation and Electrical Upgrades, Livermore, California: Mr. Kumar assisted with the upgrade of aging electrical and instrumentation systems at the City of Livermore’s WWTP as well as the installation of a city-wide radio telemetry system that feeds real time data back to the plant. Mr. Kumar served as Electrical and Instrumentation Coordinator. Select Project Experience Summary • SCADA Evaluation, Las Virgenes Municipal Water District, Calabasas, California • Preliminary SCADA Assessment Study and SCADA Master Plan, Suburban Water Systems, Covina, California • Water System SCADA Upgrades, San Luis Obispo, California • Water and Wastewater System SCADA Upgrades, Pismo Beach, California • Design for Wastewater Facilities, Collection System Integration, and SCADA Upgrades, McFarland, California • Design for American Water SCADA Upgrades, Vandenberg, California • Phase 1 Wastewater Treatment Plant Upgrades, Laguna County Sanitation District, Santa Maria, California • Fort Hunter Liggett Water System SCADA Upgrades, King City, California Education • Electrical, Electronic, Computer Controls Certificate, Iowa State University, Ames, Iowa • Mechanical Technician Certificate, City and Guilds London Institute • Diploma in Mechanical Engineering, Fiji Institute of Technology, Samabula, Fiji • CWEA Electrical Instrumentation Grade 2 and Grade 3 Certification • CWEA Mechanical Technologist Grade 3 Certification Specialized Software Skills • PLC Software: Allen-Bradley PanelBuilder, RSLogix5, RSLogix500, RSLogix5000, and Studio 5000 • HMI Software: Wonderware System Platform and InTouch, Rockwell Automation FactoryTalk View ME/SE, RSView32, Intellution (Fix32 and iFix) • Fieldbus Applications: Profibus, DeviceNet, ControlNet, and Modbus and 4-20mA and Hart calibration devices Rajesh Kumar Automation Specialist DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 22City of San Luis Obispo SCADA Support Services Mr. Cook brings more than 14 years of experience in the electrical and automation field. He has worked as an automaton technician with advanced combustion and process controls, building and installing control panels, performing safety checks and calibrations, and troubleshooting instrumentation. Since 2008, Mr. Cook has developed extensive automation technician and electrical engineering experience within both the public and private sectors. He has served on complex engineering projects dealing with oil, gas plants, and other facilities. His main objective is to provide a safe work environment without sacrificing quality or accuracy. American Water – SCADA Upgrades, Lompoc, California: In 2016, American Water Operations & Maintenance, Inc. assumed responsibility for Vandenberg AFB’s water system and wished to eliminate deviations from normal operations and current industry best practices. Cannon was selected to upgrade the existing SCADA system and install control systems at new sites to allow operations staff to monitor/operate the system in real-time from remote workstations. The scope of work included 14 water sites, 2 treatment facilities, and 4 lift stations. Cannon created and implemented standardized PLC and HMI functionality common across the water and wastewater facilities. Additionally, Cannon performed a telemetry assessment and radio path survey for all the sites. The telemetry assessment evaluated 3 different alternatives for radio communication: existing UHF frequency, new 900MHz frequency, and cellular communication. Mr. Cook served as Senior Automation Specialist. General On-Call SCADA Support Services, Soledad, California: The City of Soledad owns and operates water and wastewater enterprise utilities and is the sole provider of these services to all Soledad residents and business. Standard Supervisory Control and Data Acquisition (SCADA) systems are associated with operation of these utilities. Up to date, redundant SCADA servers and operating systems will soon be provided and supported by the City’s Information Technology (IT) consultant; however, the SCADA software to be supported by this SCADA consultant needs configuration and training to on-board new SCADA software. The City retained Cannon to troubleshoot, supply, install and support SCADA systems throughout the City’s water distribution system and water reclamation facility. Mr. Cook served as Senior Automation Specialist. Select Project Experience Summary • Buckley Wastewater Lift Station, San Luis Obispo, California • Carpinteria Sanitary District, SCADA Consulting and Support Services, Carpinteria, California • Orange County SCADA Design-Build - Golden State Water Company, Orange County, California • Cypress Ridge SCADA Design-Build - Golden State Water Company, California • SCADA Evaluation, Las Virgenes Municipal Water District, Calabasas, California Professional Registration • General Electrician, California, No. 160069 Education • Bakersfield College, Bakersfield, California • Basic Electronics (AC and DC), Instrumentation/Process Control, Programmable Logic Controllers (Allen Bradley), Telecommunication, Electronic System, Installation AutoCAD, Mechanical Systems and Analog & Digital Matthew Cook Automation Specialist DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 23City of San Luis Obispo SCADA Support Services As an Automation Technician, Mr. Spannbauer works alongside senior automation team members and provides significant SCADA support services. Mr. Spannbauer is responsible for PLC control panel fabrication and installation, radio/telemetry installation, testing, commissioning, and troubleshooting. In addition, he also provides services for SCADA system troubleshooting, and instrumentation calibrations. Carpinteria Sanitary District, SCADA Consulting and Support Services, Carpinteria, California: The Carpinteria Sanitary District (District) needed a trusted consultant to operate as an extension of staff and provide timely, reliable, and efficient support of the SCADA and control systems. Their wastewater treatment facility processes 2.5 million gallons per day of conventional wastewater. The collection system, which transports water to this facility, includes around 50 linear miles of sewer pipeline and seven remote pump stations. Cannon was selected to provide as-needed SCADA Consulting and Support Services to support the District’s wastewater operations. Cannon’s services included troubleshooting of existing processes, SCADA system modifications, system integration, tasks for process improvement, provision of hardware and software, software transition, and other related tasks. Cannon helped streamline existing PLC logic, improve PLC disinfection processes, and improve reliability of SCADA connection to Lift Station telemetry. Mr. Spannbauer served as Automation Technician. Mission Hills I&E Services, Lompoc, California: Mission Hills Community Services District (MHCSD) selected Cannon for instrumentation/controls and electrical support for water operations facilities, including SCADA system support. Initially Cannon worked with the District’s operations team to familiarize with the District’s Schneider Modicon Concept PLC and Data Flow Systems Hyper SCADA server applications, and to provide a control narrative for automatic pump control of Well Nos. 5, 6, and 7. This provided operators with tools to document the exact automatic and manual controls expected. Mr. Spannbauer served as Automation Technician. Orange County SCADA Design-Build - Golden State Water Company, Orange County, California: Cannon was selected by GSWC to perform a Design- Build project to establish an upgraded SCADA system for the Orange County District. The existing control system was providing monitoring and control for seven out of 37 remote sites, across four different water systems. Cannon was tasked to create standardized SCADA designs, for both hardware and software implementation, from the SCADA Master Plan to integrate all four water systems. Cannon conducted Radio Path Surveys, including evaluating alternatives for communication to the GSWC Anaheim office and developed alternative telemetry design solutions. Mr. Spannbauer served as Automation Technician. Select Project Experience Summary • Buckley Wastewater Lift Station, San Luis Obispo, California • General On-Call SCADA Support Services, Soledad, California • Cypress Ridge SCADA Design-Build, Golden State Water Company Professional Registration • Electrician Trainee, California No T61519 • UL 508A Qualified Manufacturer Technical Representative Education • Instrumentation and Industrial Automation, Perry Technical Intitute, Yakima, Washington Gavin Spannbauer Automation Technician DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 24City of San Luis Obispo SCADA Support Services f.f.Hourly Billing Rates 2022/2023 Fee Schedule Bill Rate Ranges Subject to change Associate Engineer 157$ - 200$ Principal Engineer 185$ - 244$ Automation Specialist 147$ - 165$ Project Designer 114$ - 143$ Automation Technician 113$ - 127$ Project Engineer 141$ - 173$ Design Engineer 130$ - 158$ Sr. Associate Engineer 173$ - 219$ Engineer Tech 108$ - 121$ Sr. Automation Specialist 172$ - 193$ Engineering Assistant I - II 92$ - 116$ Sr. Automation Technician 137$ - 154$ I&E Services Coordinator 103$ - 116$ Sr. Principal Designer 130$ - 184$ Information Systems Admin/Manager 120$ - 134$ Sr. Principal Engineer 196$ - 266$ Lead Automation Specialist 162$ - 182$ Sr. Project Designer 114$ - 156$ Lead Automation Technician 127$ - 143$ Sr. Project Engineer 147$ - 187$ Lead Designer 130$ - 149$ Principal Automation Specialist 176$ - 198$ Electrical - Prevailing Wage Principal Designer 120$ - 163$ Electrician 185$ Other Direct Charges Black Line Plots $2.00 per page Color Plots $5.00 per page Outside Reproduction Cost + 15%Travel and Related Subsistence Cost + 15% Automation & Electrical Materials Cost + 25% (+tax)Standard Mileage Rate IRS Rate per mile Subconsultant Fees Cost + 10%Airplane Mileage Rate GSA Rate per mile Technology Fee $30/Day (effective 10/01/2022) The stated rates are subject to change, typically on an annual basis. All expenses, such as special equipment, shipping costs, travel other than by automobile, parking expenses, and permit fees will be billed at the actual cost plus 15%. If the client requests, or the client’s schedule requires work to be done on an overtime basis, a multiplier of 1.5 will be applied to the stated rates for weekdays for daily hours in excess of 8 as well as weekends and a multiplier of 2.0 for daily hours in excess of 12 and holidays. If the client requests field services to be provided outside of normal working hours, a multiplier of 1.5 will be applied to the stated rates. For prevailing wage projects, if the client requests field services to be provided on any given Sunday, a multiplier of 2.0 will be applied to the stated rates; on or around an observed holiday, other rates may be applied. Survey Crews and Automation Field staff are billed portal to portal. A minimum charge of 4 hours will be charged for any Automation Field Service calls outside of normal working hours. may include: DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 25City of San Luis Obispo SCADA Support Services g.g.Statement of Disqualifications -16- STATEMENT OF PAST CONTRACT DISQUALIFICATIONS The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of the violation of law, a safety regulation, or for any other reason, including but not limited to financial difficulties, project delays, or disputes regarding work or product quality, and if so to explain the circumstances. ◼Do you have any disqualification as described in the above paragraph to declare? Yes No ◼If yes, explain the circumstances. Executed on at _______________________________________ under penalty of perjury of the laws of the State of California, that the foregoing is true and correct. ______________________________________ Signature of Authorized Proposer Representative June 8, 2023 12:00 p.m. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 26City of San Luis Obispo SCADA Support Services h.h.Work Approach At Cannon, we take a proactive approach to project management with an emphasis on project familiarity, open communication through each service task or phase of a project, quality and cost control, and efficient project scheduling. We value these components as being equally important in the successful implementation and completion of our clients’ needs and projects. Typically, projects start with research and reconnaissance to confirm what type of issue or project we are trying to tackle. We then generally follow one of three different approaches for the various forms of instrumentation and control (I&C) service: 1) Emergency Support and Troubleshooting 2) Routine Technical Support 3) Capital Improvement Project Support Emergency Support and Troubleshooting starts with a phone call (or e-mail for less urgent matters) to our dedicated emergency support phone number. This emergency phone number rings Cannon I&C staff until someone picks up. The person who answers listens to your description of the problem and assesses who at Cannon can best address the issue(s). They will coordinate handing the project over to the appropriate personnel, and they will follow up with your staff to confirm the proposed path forward. That path forward can come in several forms, listed as follows: Remote Support – This is provided to understand more details about the issue and can sometimes lead to a solution. Typical questions include the following: o When and how did this start? o What changed? o Has this happened before? o What happens when you ___? o Are there lights on? • VPN Support – This is typically provided when the problem is server or network based. With remote access, technical support is minutes away. Our staff is well-versed in SCADA server hardware, software, alarming, IO communication, and networking hardware and architecture. • Emergency Site Visit – If the problem cannot be addressed via remote support or VPN support, and critical systems or processes are in immediate jeopardy of failure, our staff is based out of San Luis Obispo and can respond to the physical site within hours, if not minutes. Additionally, we recommend that changes to PLC code be made in person rather than remotely, so the programmer is physically present and aware of the conditions of the hardware, control system, and life-safety issues present at the site. • Non-Emergency Site Visit – Sometimes, during troubleshooting, it is identified that the issue can wait until the next day. If this is the case, we typically schedule a site visit for the next day during normal business hours to avoid the more expensive emergency call out rate. Being a local firm allows us to be on-site promptly. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 27City of San Luis Obispo SCADA Support Services After hearing a description of the problem, we will provide the City with an estimated time to troubleshoot and/or address the issue. Although this is typically sufficient for resolving the problem, sometimes it is necessary to adjust this estimate after a site visit is made and the problem has been further vetted by our staff. If we need to adjust our initial estimate, we will update you at this time. Upon updating the City with our observation, the City will have the opportunity to discuss and change the path forward if desired. Routine Technical Support consists of scheduled services that have been requested by the City. These can include routine, scheduled maintenance and/or a punch list of items that arise over time and must be addressed. We regularly communicate with your staff to maintain this list and confirm expectations are met to address the issues, timelines, and budgets. Capital Improvement Projects Support can take the form of many services. These services range from assessments; engineered construction documents; programming (SCADA, OIT, and PLC); third-party review; control panel troubleshooting, modifications, and fabrication; and installation, implementation, and integration. These types of projects typically have a clearly defined scope of service and timeline, allowing us to provide a budgetary cost for the requested scope. Although our approach to emergency support and troubleshooting, routine technical support, and capital improvement projects varies depending on the scope, Cannon understands that a successful project begins with team selection and an effective scoping meeting. Our project manager, Mr. Groos, will evaluate each project’s scope to select the most experienced team members to provide the City with the highest quality support and/or deliverables. Upon receiving the notice-to-proceed, we will schedule a kickoff meeting to establish the overall goals and needs of the City as it relates to this RFP. This kickoff meeting will cover project expectations, lines of communication, existing outstanding needs, and any other ongoing needs or troubles the City may be experiencing. By meeting with City Staff early in the process, we will determine project elements, such as design criteria, assumptions, SCADA standards, project constraints, schedule and budget requirements, and potential coordination with other projects within the area. This information will be used by the Cannon Team to develop a concise and detailed scope of work, schedule, and budget for the various projects. We use a comprehensive internal quality and cost control program based on peer review and reporting to confirm that both our automation and control service tasks and capital improvement type projects are meeting the established design guidelines, are within budget, and stay on schedule. The frequency of these meetings depends on the urgency, volume of, and complexity of the projects at hand, but typically range between weekly and biweekly. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 28City of San Luis Obispo SCADA Support Services l.l.Anticipated City Provisions The following services or data will be provided by the City: • VPN Access. • Usernames and passwords and / or a Cannon domain account. • Network block diagram with IP addresses. • Access to applicable record drawings and documentation. • City of SLO SCADA master plan(s). • City of SLO SCADA, OIT, and PLC standard code and template examples. • Current backups of SCADA, OIT, and PLC programs. • List of City-approved contacts that can request services on the City’s behalf. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 29City of San Luis Obispo SCADA Support Services m.m.Services / Deliverables The following services and deliverables will be provided by the contractor: • Service reports by call out instance or task. • SCADA, OIT, and PLC programming and security configuration. • Control panel hardware troubleshooting. • UL 508a panel fabrication. • Instrumentation specification, installation, troubleshooting, calibration, and service. • Communication and network design, implementation, and troubleshooting. • Provide record drawings, documentation, and training. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 30City of San Luis Obispo SCADA Support Services n.n.Other Pertinent Information The following demonstrates Cannon’s strengths for this project and why we think the City should select us: • Cannon is a multidisciplinary engineering firm. This allows us to provide a wide range of in-house engineering (electrical, civil, mechanical, structural, and CM services) as required on a project-by-project basis. • Local staff allows us to keep travel-related reimbursable costs to a minimum. • We have a good working relationship with the City of SLO across multiple departments and City staff. • Cannon is a local firm with local staff that performs these types of services for multiple clients. • We have years of experience and possess certifications specific to the City’s hardware / software. • We are familiar with and have provided various forms of these exact services for the City’s Water Distribution system, the Water Resource Recovery Facility, the City’s Water Treatment Facility, and the Wastewater Collection System. • We have a UL 508a panel shop. • We have a C-10 contractor license. • We have experience providing services for California Prevailing Wage clients and projects. • We have provided a sample service report for reference in the appendix. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 31City of San Luis Obispo SCADA Support Services o.o.Description of Assumptions Cannon has no assumptions critical to development of the response that may impact cost or scope at this time. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 32City of San Luis Obispo SCADA Support Services p.p.Requested Redline Changes Cannon has no requested redline changes at this time. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 AppendixAppendix DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 CannonCity of San Luis Obispo SCADA Support Services I&E Field Service Report Project Number: Click here to enter text. Client: Click here to enter text. Phase Number: Click here to enter text. Requested by: Click here to enter text. Request Date: [Date] Site Location: Click here to enter text. Type of call: Choose an item. System down? Choose an item. Technician(s): Click here to enter text. Total Hours: Click here to enter text. Start of service: [Date] End of service: [Date] Nature of Problem Problem reported: Click here to enter text. System / Equipment Info: Click here to enter text. Troubleshooting Details Click here to enter text. Solution Details (include part numbers if applicable) Click here to enter text. Status after service Choose an item. Report Completed By Name Click here to enter text. Title Click here to enter text. Signature Date [Date] Customer Feedback Remarks: Name Title Signature Date \\fry\IE_WAFS\Ie\_TEMPLATES\IE_Field_Service_Report.dotx DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon1050 Southwood DriveSan Luis Obispo, CA 93401805.544.7407 DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 -1- Information Technology The Contractor shall procure and maintain insurance for the duration of the contract against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, its agents, representatives, employees, or subcontractors. Minimum Scope of Insurance. Coverage shall be at least as broad as: 1.Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001). 2.Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. 3.Cyber Security and Privacy Liability (for vendors providing hardware, pre-packaged software or portal access technology or IT consultants, systems analysts, website designers, online services and content providers, cloud-based providers, computer programmers, and software consultants, system installation or software personnel.) 4.Cyber Technology Errors and Omissions Insurance (for software as a service for vendors or consultants, including colocation (shared hosting centers), cloud services, managed dedicated servers, programmers, and other IT professionals.) Minimum Insurance Requirements. Contractor shall maintain insurance amounts of no less than: 1.General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit ($2,000,000) 2.Employer's Liability: $1,000,000 per accident for bodily injury or disease. 3.Cyber Security and Privacy Liability: Consultant/Contractor shall procure and maintain Cyber Liability insurance with limits of $1,000,000 per occurrence/loss, $2,000,000 general aggregate, which shall include the following coverage: a.Liability arising from the theft, dissemination and/or use of confidential or personally identifiable information; including but not limited to personally identifiable information (PII), protected health information (PHI), security codes, access codes, passwords, etc. b.Network security liability arising from the unauthorized use of, access to, or tampering with computer systems, including hacker or denial of service attacks. c.Liability arising from introducing a computer virus into or otherwise causing damage to vendor (first-party) or customer’s (third party) computer, computer system, network, or similarly related property and the data, software, and programs. d. Liability arising from professional misconduct or lack of the requisite skill required for performing services defined in the contract or agreement. Exhibit B - INSURANCE REQUIREMENTS DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 -2- e. Costs associated with restoring, updating, or replacing data. f. Costs associated with a privacy breach, including notification costs, customer support, forensics, crises management, public relations consulting, legal services of a privacy attorney, credit monitoring, and identity fraud resolution services for affected individuals. This coverage may be bundled into one policy or purchased as two separate policies. If coverage is maintained on a claims-made basis, Consultant/Contractor shall maintain such coverage for an additional period of three (3) years following termination of the contract. 4. Cyber technology errors and omissions insurance (as applicable). Consultant shall procure and maintain insurance with limits of $1,000,000 per occurrence/loss, $2,000,000 general aggregate, which shall include the following coverage: a. Liability arising from the unauthorized release of information for which an entity has the legal obligation to keep private, such as personally identifiable information (PII) and protected health information(PHI). b. Network security liability arising from the unauthorized use of, access to, or tampering with computer systems, including hacker or denial of service attacks. c. Liability arising from the failure of technology products (software and hardware) required under the contract for Consultant to properly perform the intended services. d. Claims alleging the failure of computer security that result in the transmission of malicious code, deletion, destruction or alteration of data, or the denial of service. e. Electronic Media Liability arising from personal injury, plagiarism or misappropriation of ideas, domain name infringement or improper deep-linking or framing, and infringement or violation of intellectual property rights. f. Liability arising from the rendering, or failure to render, professional services. g. Defense costs in regulatory proceedings (state and federal) involving a violation of privacy laws or intellectual property rights. h. Crisis management and other expert services. If coverage is maintained on a claims-made basis, the Consultant shall maintain such coverage for an additional three (3) years following termination of the contract. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, officials, employees, and volunteers; or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions: 1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as respects: liability arising out of activities performed by or on behalf of the Contractor; products and completed operations of the Contractor; premises owned, occupied or used by the Contractor; or automobiles owned, leased, hired or borrowed DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 -3- by the Contractor. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officers, official, employees, agents, or volunteers. 2. For any claims related to this project, the Contractor's insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents, or volunteers shall be excess of the Contractor's insurance and shall not contribute with it. 3. The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII. Verification of Coverage. Contractor shall furnish the City with a certificate of insurance showing maintenance of the required insurance coverage. Original endorsements effecting general liability and automobile liability coverage required by this clause must also be provided. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences. DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651 Cannon 2City of San Luis Obispo SCADA Support Services b.b. Certificate of Insurance SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBRWVDADDLINSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED?(Mandatory in NH) DESCRIPTION OF OPERATIONS belowIf yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIREDAUTOS ONLY 6/6/2023 AssuredPartners Design Professionals Insurance Services,LLC3697Mt.Diablo Blvd.,Suite 230LafayetteCA94549 Nancy M.Ferrick (510)272-1400 Nancy.Ferrick@AssuredPartners.com License#:6003745 Continental Insurance Company 35289 CANNCOR-02 Beazley Insurance Company Inc 37540CannonCorporation1050SouthwoodDriveSanLuisObispoCA93401 HARTFORD INSURANCE COMPANY 38288 Pacific Insurance Company,Limited 10046 421388667 A X 1,000,000 X 100,000 X Contractual Liab 15,000 Included 1,000,000 2,000,000 X Y Y 6079204724 9/1/2022 9/1/2023 2,000,000 A X X 9,000,000Y60792107519/1/2022Y 9/1/2023 9,000,000 X 10,000 C XY57WEOL6H1H9/1/2022 9/1/2023 1,000,000 1,000,000 1,000,000 BD Professional LiabilityCyberLiability V2773721040157MB035727822 9/1/20229/1/2022 9/1/20239/1/2023 $2,000,000/per claim$2,000,000/per claim $2,000,000/Aggr. Cyber Liability Retention:$10,000RE:On-Call SCADA Support Services.The City of San Luis Obispo,its officers,officials,employees,agents and volunteers are named as Additional InsuredasrespectsGeneralandasrequiredperwrittencontractoragreement.General Liability is Primary and Non-Contributory per policy form wording.Insurancecoverageincludeswaiverofsubrogationpertheattachedendorsement(s).Umbrella/Excess Liability policy is a follow-form to underlying General Liability/AutoLiability/Employer's Liability.Professional Liability deductible:$100,000 per claim.30 Day Notice of Cancellation. 30 Day Notice of Cancellation City of San Luis Obispo990PalmStreetSanLuisObispo,CA 93401 DocuSign Envelope ID: 27EFDA25-F546-40B3-9478-0A0B7D567651