11-RFP3837 (Standardization and Programming of Red Lion DA70A RTUS) Addendum 1.pdf

REQUEST FOR PROPOSAL

STANDARDIZATION AND PROGRAMMING OF RED LION DA70A

REMOTE TERMINAL UNITS

RFP NO. 3837 – ADDENDUM 1

Jose (Tony) Curiel

RFP SUBMITTAL DUE DATE: (August 20, 2025, by 4:00 p.m. PDT)

Submit to: Jose (Tony) Curiel, Contracts Analyst I, Purchasing & Contracts Department

Via: EMWD e-Procurement on-line electronic submission

Contact: Phone / Fax: (951) 928-3777, Ext. x4614 E-mail: curielj@emwd.org mailto:curielj@emwd.org

TABLE OF CONTENTS

Notice to Proposers / Proposal Submittal Instructions

Section I – Project Introduction and Overview

Section II – Proposal Requirements

Section III – Scope of Work and Technical Specifications

EXHIBITS

Exhibit A – References

Exhibit B – List of Subcontractors

Exhibit C – Proposer’s Business Information

Exhibit D – RFP Price Form

Exhibit E – Additions, Deletions and/or Exceptions

Exhibit F – Insurance Affidavit

Exhibit G – Contractor’s Cal/Osha Compliance History

Attachment A – Sample Agreement

Attachment B – Sample Non-Disclosure Agreement

Attachment C – EMWD Computing Policy

Attachment D – Input/Output and Control Strategy

EASTERN MUNICIPAL WATER DISTRICT

REQUEST FOR PROPOSAL NO. 3837

STANDARDIZATION AND PROGRAMMING OF RED LION DA70A REMOTE TERMINAL

UNITS

NOTICE TO PROPOSERS / PROPOSAL SUBMITTAL INSTRUCTIONS

1. DUE DATE AND TIME: Request for Proposals (RFP) No. 3837 – Standardization and Programming of Red Lion DA70A Remote Terminal Units, as described herein, will be received electronically via Eastern Municipal Water District’s (EMWD) on-line bid management website at EMWD e- Procurement, until (4:00 p.m. PDT, August 20, 2025). Unless otherwise specified, proposals submitted by any other method such as hard copy, fax, or e-mail will be disqualified. Any changes to this RFP are invalid unless specifically modified by the EMWD and issued as a separate addendum document. Should there be any question as to changes to the content of this document; the EMWD’s copy shall prevail.

a. It is the Proposer’s sole responsibility to ensure that their proposal, inclusive of any or all addenda, is uploaded to the proper place and at the proper time. Proposers are encouraged to not wait until the deadline to submit proposals, as system-related difficulties and/or questions may arise. Respondents should contact a Bonfire Interactive system representative at (800) 354-8010, Ext. 2 if they encounter problems during the online uploading. Any proposal received after the scheduled closing time for receipt of proposals will not be considered. To assure consideration, all proposals shall include specified Exhibits and additional submittals to address all evaluation criteria. Mistakes may be crossed out and corrections made adjacent, however, each correction must be initialed by the person signing the proposal.

2. Note: E-Bids are sealed and cannot be viewed by EMWD until the closing date and time. Proposals may be withdrawn on the Bonfire Interactive vendor portal, if you need to withdraw your bid, you may do so any time before the bid deadline, by going back into the system and selecting “withdraw”.

Proposers are encouraged to not wait until deadline to submit proposals, as system-related questions may arise.

https://learn.gobonfire.com/e/593891/2020-08-25/2ktgr7/677213660?h=lelibWPE3oC9K6ASc1C1dSAv_MzfUhSf7rLFit0gedA https://learn.gobonfire.com/e/593891/2020-08-25/2ktgr7/677213660?h=lelibWPE3oC9K6ASc1C1dSAv_MzfUhSf7rLFit0gedA

Section I – PROJECT INTRODUCTION AND OVERVIEW

A. GENERAL OVERVIEW

The EMWD provides water, wastewater, and recycled water service to a population of approximately 1 million people within a 601 square mile service area. Retail customers are located within the cities of Canyon Lake, Hemet, San Jacinto, Menifee, Moreno Valley, Murrieta, Perris, Fallbrook, and Temecula, as well as the unincorporated communities of French Valley, Good Hope, Homeland, Lakeview, Mead Valley, Murrieta Hot Springs, Nuevo, Romoland, Valle Vista, and Winchester.

The EMWD also supplies water on a wholesale basis to the Cities of Hemet, San Jacinto and Perris; Lake Hemet Municipal Water District; Fallbrook Public Utility District; Nuevo Water Company; Rancho California Water District; and Western Municipal Water District. The District operates four water reclamation facilities generating approximately 50 million gallons of treated wastewater daily, two water filtration plants, and three groundwater desalination plants.

B. COMMITMENT TO EXCELLENCE

EMWD has a vision to be a leader in performance, technology, and advocacy. As part of our commitment to excellence, we actively pursue awards for our programs and projects.

Vendors and consultants awarded this contract may be expected to assist in writing award applications related to their work. Your insights and expertise are vital in enhancing the quality and competitiveness of these submissions, promoting recognition of our collaborative achievements.

C. PURPOSE OF THIS REQUEST FOR PROPOSALS

EMWD is seeking proposals from qualified vendors to standardize and program six (6) Red Lion DA70A Remote Terminal Units (RTU), operating on Crimson 3.2 software, for EMWD’s RTU Upgrade Project to ensure consistent functionality, optimal performance, and efficient data management across the system. The requirements for the work are further described in Section III – Scope of Work and Technical Specifications.

The terms and conditions contained herein constitute the full and complete understanding of the parties. However, should your firm request additional contractual terms and conditions for consideration, such requests must be clearly identified on Exhibit E and submitted at the time of proposals. No additional terms and conditions will be accepted following receipt of proposals, and the EMWD will consider such additional contractual terms and conditions as part of its evaluation process.

It is the intent of the EMWD to receive responses to the RFP and remotely conduct individual interviews in order to select a firm which, in the opinion of the EMWD, is best suited to perform the work. The purpose of this RFP, therefore, is to provide the EMWD with the information necessary in order to select this firm. Following receipt of proposals the EMWD may, at its discretion, elect to shortlist to a select few to participate in the interview stage of the selection process.

D. PROJECT SPECIFIC DATES

The following table identifies the estimated dates/time frame for receipt, evaluation, and award of this work. Please note the following key dates when preparing your response to this

RFP.

If contract award requires EMWD Board approval, the following dates may be subject to modification: Vendor Recommendation, Contract Approval and Approx. Start Date, and Project Completion Date. Awarded vendor will be notified of such modification(s).

E. SELECTION CRITERIA

The criteria for vendor selection shall be based on, but not limited to, the following:

1. Qualifications and Experience of the Firm: Firm shall have a minimum of 10 years demonstrated integration services experience, by the references provided in Exhibit A.

2. Qualifications and Experience of Assigned Personnel: Assigned personnel will be required to have 2 years’ experience (preferred) of effectively performing standardization and programming of Red Lion DA70A (or comparable) remote terminal units.

3. Proposed Project Schedule/Timeframe: Ability to commence work immediately following contract execution, and ability to complete the project by December 31, 2025, with attentiveness to a public agency’s administrative processes.

4. Project Approach and Understanding of the Requirements: Project understanding, insight of the approach, and content of work plan to meet EMWD’s needs.

5. References – Exhibit A

6. Price & Payment Terms – Exhibit D

7. Exceptions Taken to RFP – Exhibit E

8. Ability to Meet Insurance Requirements – Exhibit F

9. Safety Record – Exhibit G (Proposers that fail to meet the EMWD’s safety standards may not be qualified to perform service).

Description Date Release of RFP to Vendors 7/16/2025 Deadline for Written Questions Regarding RFP 7/30/2025 Responses to Written Questions Regarding RFP 8/13/2025 Proposal Due Date 8/20/2025 Proposal Review 9/3/2025 Vendor Interviews 9/10/25 – 9/17/25 Vendor Recommendation 9/24/2025 Contract Approval and Approx. Start Date 10/1/2025 Project Completion Date 12/31/2025

10. Local Office

F. EVALUATION AND SELECTION PROCESS

1. Submittal Review: A committee will review and evaluate each submittal to determine if it meets the requirements for the services described herein. Failure to meet the requirements will be cause for eliminating the applicant from further consideration.

2. Vendor Interview: A committee will evaluate vendor solution(s) responses, and at its option, invite the three (3) highest-scoring vendors to participate in demonstrations and/or interviews to shortlist candidate vendor solution(s) best suited to meet EMWD’s needs. EMWD reserves the right to interview a higher number of vendors, depending on the quantity of proposals received.

3. Selection: Based on the committee’s evaluation and scoring of each applicant’s qualifications, and demonstration/interview, the firms will be ranked by the evaluation committee. It is anticipated that one agreement will be awarded to the highest-ranking company selected.

Section II – PROPOSAL REQUIREMENTS

The emphasis of the proposal should be on responding to the requirements set forth herein.

In addition, proposers need to demonstrate their capabilities, background, and expertise in order for the EMWD to effectively evaluate the proposals, and award to the company that provides the best value to the EMWD based on the selection criteria in Section I. In an effort to assist in best understanding the qualifications and capabilities of each firm, please include a response to each of the following items in the order presented:

1. Cover Letter

2. Executive Summary – to include a brief summary of the firm’s origin, background, and size of the company, an organizational chart, the overall capabilities of the organization, appropriate licenses and certifications, and proximity of company’s resources to the EMWD’s offices and facilities.

3. Statement of Qualifications

a. Qualifications and Experience (Firm and Assigned Personnel) – a description of the company’s expertise related to services requested and a full discussion of the company’s recent experience directly related to providing standardization and programming services of Red Lion DA70A (or comparable) remote terminal units. Resumes of key people to address experience and qualifications, educational background, and skills.

b. Availability – Briefly describe your firm’s and personnel’s ability to meet the

EMWD’s needs in a consistent and timely manner.

c. Proposed Project Schedule/Timeframe

d. Project Approach and Understanding of the Requirements

e. References (Exhibit A) – list three (3) non-EMWD, former municipal (preferred) or private clients for whom comparable services have been performed within the last five years. Include the name, mailing address, and telephone number of each client’s principal representative.

f. List of Subcontractors (Exhibit B) – a description of any subcontract arrangements that would be utilized for this discipline of work. Include a full description of the subcontractor’s experience and personnel.

4. Vendor Business Information (Exhibit C)

5. RFP Price Form (Exhibit D) – a schedule of hourly rates; rates for all sub-consultants, and percentage markup of reimbursable expenses, if any shall be included with the SOQ. The rates shall be valid for the term of the contract. In order for the EMWD to consider any proposed rate increase during the term, the consultant must include such request within Exhibit E – Additions, Deletions and/or Exceptions.

6. Additions, Deletions and/or Exceptions (Exhibit E) – compliance with the EMWD’s contractual terms and/or RFP requirements. The Proposer shall note any additions, deletions and/or exceptions to the contractual terms and/or SOQ requirements. If there are no exceptions taken, please note in the form: “There are none”.

7. Insurance Affidavit (Exhibit F)

8. Safety Record – Exhibit G (Proposers that fail to meet the EMWD’s safety standards may not be qualified to perform service).

General Conditions:

A. EMWD reserves the right to withhold award of contract for a period of one hundred and twenty (120) days following RFP opening. All proposals received are considered firm for that 120-day period.

B. A purchase order or contract incorporating the terms and conditions contained herein will be sent to the successful Proposer. Any additional terms, conditions, or rate increases requested by Proposer must be submitted at the time of your response as part of Exhibit E, above, (Section II.6.: Additions, Deletions and/or Exceptions) and will be considered as part of the selection/negotiation process.

C. EMWD may make such investigations as it deems necessary to determine the ability of the

Proposer to provide the services as specified, and the Proposer shall furnish to the EMWD, as is commercially reasonable, all such information and data for this purpose. The EMWD may discuss or negotiate with one or more firms prior to award and reserves the right to reject any proposal.

D. General Inquiries shall be directed to Jose (Tony) Curiel of the EMWD’s Purchasing and

Contracts department at (951) 928-3777, ext. 4614, curielj@emwd.org. Any questions as to the meaning of the scope of work and/or technical specifications or other pre-proposal documents must be submitted in writing through the EMWD’s EMWD e-Procurement website. To be given consideration, requests must be received by deadline specified in Section I.D -Project Schedules. Under no circumstances may the Proposer contact any other department for clarification or interpretation of any requirements herein.

E. EMWD reserves the right to reject any or all proposals, either separately or as a whole and to waive any informality in a proposal or to accept any proposal presented which it deems best suited to the interest of the EMWD, and is not to be bound to accept the lowest price.

F. Should the Proposer not bid on a particular item, please enter “No Bid” next to each item not bid.

G. The cost for developing the proposal is the sole responsibility of the Proposer. All proposals submitted become the property of the EMWD.

H. At the time of the opening of proposals each Proposer shall be presumed to have read and be thoroughly familiar with the specifications and contract documents (including all Addenda).

mailto:curielj@emwd.org https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Femwd.bonfirehub.com%2Fportal%2F%3Ftab%3Dlogin&data=02%7C01%7Cvazquezm%40emwd.org%7Cbf58b4f644b647bfb82608d84a0ca908%7Cf7112bcf929c48f7bf407231589cba03%7C0%7C0%7C637340765516003000&sdata=jRp3WZRFk47LBJk7YIvUBCTVhwZp1xTT%2BNsO8slncms%3D&reserved=0 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Femwd.bonfirehub.com%2Fportal%2F%3Ftab%3Dlogin&data=02%7C01%7Cvazquezm%40emwd.org%7Cbf58b4f644b647bfb82608d84a0ca908%7Cf7112bcf929c48f7bf407231589cba03%7C0%7C0%7C637340765516003000&sdata=jRp3WZRFk47LBJk7YIvUBCTVhwZp1xTT%2BNsO8slncms%3D&reserved=0

I. Be advised that all information contained in proposals submitted in response to this solicitation may be subject to the California Public Records Act (Government Code Section 6250 et seq.), and information’s use and disclosure are governed by this Act.

J. CONFIDENTIAL/PROPRIETARY INFORMATION

Be advised that all information contained in proposals submitted in response to this solicitation is subject to the California Public Records Act (Government Code Sections 6250 et seq.), and the information’s use and disclosure are governed by this Act. Government Code Section 6250 provides that “access to information concerning the conduct of the people’s business is a fundamental and necessary right of every person in this state.” As such, all proposals and required submittal information may be subject to disclosure to the general public under the California Public Records Act, unless specifically identified as trade secret, proprietary, and/or confidential. Only pages within each proposal and/or submittal that are in fact a trade secret, proprietary, and/or confidential shall be marked as such. EMWD reserves the right to reject any proposal received which does not meet the aforementioned criteria.

Proposers may provide supplemental information they consider to be exempt from public disclosure under the provisions of the California Public Records Act, including asserted “trade secret” information. Such supplemental information shall not be material to the required submittal information and the EMWD shall be under no obligation to consider such supplemental information in its evaluation. Please be advised that any such supplemental information submitted to the EMWD is subject to the California Public Records Act, and may be released by the EMWD as required by the Act, a court order, or other legal process.

If submitting confidential, supplemental information, such information shall be submitted separately from the rest of the submittal and shall be clearly marked "Confidential". Any confidential/proprietary submittals will be considered as exceptions and scored as such in the contractual selection criteria.

The following California Civil Code provision defines “trade secret” as information that:

(1) derives independent economic value, actual or potential, from not being generally known to the public or to other persons who can obtain economic value from its disclosure or use; and

(2) is the subject of efforts that are reasonable under the circumstances to maintain its secrecy.

Additionally, California courts have consistently held that when individuals or businesses voluntarily enter into the public sphere, they diminish their privacy interests. (California State Univ. v. Superior Court (2001) 90 Cal.App.4th 810, 834.)

In the event of litigation concerning the disclosure of information Proposer considers exempt (e.g., Trade Secret, Confidential, or Proprietary) EMWD shall act as a stakeholder only, holding the information until otherwise ordered by a court or other legal process. If EMWD is named in an action arising out of a California Public Records Act request for any information Proposer deems confidential, proprietary, or trade secret, Proposer shall defend at its own expense and indemnify EMWD, its officers, employees, and agents from any and all liability, claims, losses, damages, costs, and expenses, including attorney’s fees, in any such action or proceeding arising under the California Public Records Act.

Section III – SCOPE OF WORK AND TECHNICAL SPECIFICATIONS

1. BACKGROUND

EMWD is seeking a qualified vendor to standardize and program six (6) Red Lion DA70A Remote Terminal Units (RTU), operating on Crimson 3.0 software, for EMWD’s RTU Upgrade Project to ensure consistent functionality, optimal performance, and efficient data management across the system. The project will involve configuring the RTUs to meet specific communication protocols, developing programming templates, setting up routines, and ensuring reliable data logging and power management.

2. PROJECT SCHEDULE

Consultant shall provide schedule for project completion date of December 31, 2025. The Schedule shall include the following:

1. Timeline for each phase of the project, from initial setup to testing and final delivery. The timeline shall also include milestones for configuration completion, system testing, and final review.

3. TECHNICAL

The selected consultant shall complete the following tasks:

1. Setting Up Distributed Network Protocol 3 (DNP3):

a. Requirements for a Data Concentrator:

i. Provide detailed specifications for the necessary data concentrator hardware and software to ensure seamless communication between RTUs and central systems.

ii. Define the role of the data concentrator in aggregating and forwarding data and specify any integration considerations with the Red Lion DA70A RTUs.

b. Maximum Number of Sites:

i. Establish the maximum number of sites that can be supported, factoring in scalability and overall system performance.

ii. Outline any limitations on the number of sites due to hardware or software constraints.

c. Time Stamps and Storing at Data Concentrators:

i. Set up a reliable time synchronization mechanism for bringing in time stamps across the RTU network.

ii. Define the approach for storing time-stamped data at the Data Concentrators.

2. Triggers and Alarms in Data Tags:

a. Best Practice for Pump Control (Data Tag Configuration vs. Logic):

i. Recommend the most effective approach for pump control via data tag configuration or through logic.

ii. Provide insights into which method ensures better performance and easier system maintenance.

3. Setting Up Programming Templates and RTU Tag Naming Convention:

a. Naming convention:

i. Provide expertise in developing and recommending a standardized RTU tag naming convention, including best practices for consistency, scalability, and ease of maintenance.

b. Provide programming templates for each of the following site types and ensure they are standardized for easy configuration:

i. Pumping Plant (e.g, boosters)

ii. Sewer Lift Station

iii. Wells

iv. Water Storage Tanks

v. Valve Stations

4. Setting Up Routines:

a. Main Routines vs Subroutines:

i. Define and configure the main routines and subroutines in the RTUs to ensure efficient task management and system operation.

ii. Recommend best practices for structuring routines to ensure logical flow and minimize complexity.

5. Setting Up Polling from Data Concentrator to Sites/Store and Forward:

a. Timing for Polling:

i. Establish the appropriate timing intervals for polling between the front-end processor and remote sites, ensuring efficient data exchange while optimizing system resources.

b. Polling Based on DNP3 Classes:

i. Set up polling protocols based on DNP3 classes (Class 0, 1, 2, 3), ensuring the proper handling of different data classes to enhance system performance.

6. Correct Usage of Date/Time Functions:

a. Usage of GetDate, GetDay, GetHour:

i. Implement and configure the correct usage of date and time functions (e.g., GetDate, GetDay, GetHour) for accurate time-based data processing.

ii. Provide guidance on integrating common function blocks used for RTU setup and time synchronization.

7. Best Base Unit Power Scheme:

a. Power Management Strategy:

i. Recommend the optimal power scheme for the base unit of the RTUs, evaluating the following modes:

1. Performance Mode

2. On-Demand Mode

3. Conservative Mode

ii. Ensure that power management is configured based on performance needs and energy efficiency requirements.

8. Event Logging for Data Tags:

a. Develop a comprehensive event logging strategy for tracking changes in data tags.

b. Specify logging intervals, retention periods, and how critical events (e.g., alarms or significant data changes) are captured and stored for future reference and troubleshooting.

4. SAFETY REQUIREMENTS

Consultant may be required to provide services in or around construction areas, or remote offsite locations. Consultant shall be required to utilize appropriate personal protection equipment (PPE).

5. PROJECT CONSTRAINTS

Consultant may be required to provide services in or around construction areas, or remote offsite locations. Consultant shall be required to utilize appropriate PPE.

6. CHANGE IN COMPANY REPRESENTATIVES

EMWD reserves the right to require a change in company representatives if the assigned representative(s) is (are) not, in the opinion of the EMWD, adequately meeting the needs of EMWD.

7. DELIVERABLES:

a. Standardized configuration templates for Red Lion DA70A RTUs, including all necessary settings for DNP3 protocol, time synchronization, and communication protocols.

b. Detailed configuration of routines, polling setups, and trigger/alarms for each type of station including: Pumping Plant (e.g., boosters); Sewer Lift Stations; Wells; Water Storage Tanks; and Valve Stations.

c. Documentation for the usage of time functions, power management schemes, and event logging processes.

d. A finalized RTU configuration that can be easily replicated and maintained for future expansions.

8. ACCEPTANCE CRITERIA AND TESTING PERIOD

Consultant shall provide programming templates which shall be reviewed and tested with EMWD personnel in test lab environment at EMWD facility before they will be accepted and implemented in the field. EMWD anticipates testing period of approximately ten (10) business days, after which Consultant shall be notified of acceptance.

9. TRAINING

Consultant shall provide eight (8) hours of training for approximately eight (8) EMWD personnel members. Training shall cover, but not be limited to, the following topics:

a. Setting Up Distributed Network Protocol 3 (DNP3):

b. Review of Triggers and Alarms in Data Tags:

c. Setting Up Programming Templates and RTU Tag Naming Convention

d. Setting Up Routines:

e. Setting Up Polling from Data Concentrator to Sites/Store and Forward

f. Review of Correct Usage of Date/Time Functions

g. Review of Best Base Unit Power Scheme

h. Review of Event Logging for Data Tags

10. WARRANTY/GUARANTEES

Consultant warrants its programming templates shall meet or exceed EMWD service requirements.

11. EMWD RESPONSIBILITIES

a. EMWD shall provide existing standardized configuration templates for its King

Fisher RTUs, which depict current settings for registered assignments, input/output wiring, and communication protocols.

b. EMWD shall provide Consultant with access to its Red Lion DA 70A RTU hardware.

c. EMWD shall provide Consultant with access to EMWD Supervisory Control and Data

Acquisition (SCADA) testing area.

12. EVALUATION OF CONTRACTOR PERFORMANCE

Consultant shall provide EMWD with biweekly reports detailing project status, milestone review, anticipated testing dates, and estimated completion date.

13. REPORTING REQUIREMENTS AND PROCEDURES

The consultant will be expected to provide bi-weekly updates throughout the project. Prior to acceptance, Consultant and EMWD shall conduct testing to ensure all configurations meet system requirements.

14. PAYMENT PROCEDURES

EMWD shall pay Consultant on a time and expense basis in accordance with the proposed pricing.

EXHIBIT A

REFERENCES

Proposer shall provide a minimum of three (3) non-EMWD customer references with two (2) or more years’ experience with the Proposer. Local and similar size contract references are preferred.

REFERENCE #1

NAME OF FIRM

ADDRESS

CITY, STATE,

ZIP CODE

TELEPHONE # ( )

CONTACT

E-MAIL ADDRESS

PROJECT NAME

COMPLETION DATE

APPROX. COST

REFERENCE #2

NAME OF FIRM

ADDRESS

E-MAIL ADDRESS

PROJECT NAME

COMPLETION DATE

APPROX. COST

REFERENCE #3

NAME OF FIRM

ADDRESS

E-MAIL ADDRESS

PROJECT NAME

COMPLETION DATE

APPROX. COST

EXHIBIT B

LIST OF SUBCONTRACTORS

NAME UNDER WHICH

SUBCONTRACT IS

LICENSED

LICENSE

NUMBER

ADDRESS AND PHONE

NUMBER OF OFFICE, MILL OR

SHOP

SPECIFIC DESCRIPTION

SUBCONTRACT

(ATTACH ADDITIONAL SHEETS IF REQUIRED)

EXHIBIT C

PROPOSER’S BUSINESS INFORMATION

All proposers shall submit the information as requested below.

1. Length of time your firm has been in business:

2. Length of time at current location:

3. List types and business license number(s):

4. California State Contractor’s License number:

5. Names and titles of all officers of the firm:

6. Is your firm a sole proprietorship doing business under a different name?

YES or NO

7. If yes, please indicate sole proprietorship name and the name you are doing business under:

8. Please indicate your Federal Tax Number:

9. Is your firm incorporated? YES or NO

10. Name and remittance address that will appear on invoices:

11. Physical Address:

EXHIBIT D

RFP PRICE FORM

Item Description Hourly Rate Total Hours Total Cost/Time

Assigned Personnel (list all applicable personnel in separate rows, if needed)

2 Misc. Charges (list all applicable charges in separate rows, if needed)

3 Project Total N/A

N/A

4 Lead Time N/A N/A Weeks

The Project shall begin _____ days after receipt of order or notice to proceed.

Price(s) shall include all labor, equipment, materials, transportation, overhead, travel, profit, insurance, sales and other taxes, licenses, incidentals, and all other related costs necessary to meet the work requirements.

The EMWD encourages a discount for early payment and will include such offers in the evaluation criteria.

If a discount is offered, terms are: _____% discount if paid in full within _____days.

The undersigned as Proposer, declares that the persons or parties interested in this proposal do so without collusion with any person, firm or corporation. Your signature on this document, should you be awarded the contract as defined in this RFP, signifies that you have fully read and understand this solicitation and will comply with all specifications, conditions, unit prices, terms, and delivery of the proposal unless otherwise noted in the “exceptions” portion of the proposal.

Name of Offeror (Firm):

Title:

Authorized Signature:

Date:

Printed/Typed Name:

Mailing Address:

Phone: ( )

City, State, Zip:

Fax: ( )

E-Mail

EXHIBIT E

ADDITIONS, DELETIONS AND/OR EXCEPTIONS

Please state any and all Additions, Deletions and Exceptions that you are taking to any portion of this RFP. If not addressed below, then EMWD assumes that the vendor will adhere to all terms and conditions listed.

EMWD will issue an Agreement in its standard form to the successful firm(s) for the services contemplated herein; a copy of which is attached hereto, and incorporated herein. Any deletion, exception, or modification taken to EMWD contract terms and conditions will be evaluated, in addition to the specified criteria; and may, itself, result in non-acceptance by the EMWD. Any request for deletion, exception, or modification, if so taken, must be submitted at the time of proposal. Any asserted trade secrets or other proprietary information must be identified on this exhibit with specific page references within the proposal and/or supplemental information.

EXHIBIT F

INSURANCE AFFIDAVIT

I, _______________________________ (Proposer/Company) have reviewed the EMWD’s Insurance Requirements in its entirety and agree to furnish all insurance policies with designated limits, along with full endorsements, and waiver of subrogation, as stated in this Request for Proposal for the full term of the agreement.

I hereby agree to provide copies of insurance certificates, endorsements, and waiver of subrogation within fourteen (14) calendar days of the EMWD’s notification of recommendation of award.

I understand and confirm that our firm is able to provide and maintain the coverage as specified.

Failure to maintain said coverage shall be sufficient cause for contract termination and shall result in termination of the awarded contract.

I understand that by signing this document, I (Proposer/Company) agree to all terms and conditions as stated in Section VIII, Insurance Requirements within the sample agreement attached herein.

☐ Check here if you DO NOT accept terms and conditions as stated in Section VIII, Insurance Requirements. Detail all Exceptions in Exhibit E, Additions, Deletions and/or Exceptions.

Authorized Representative’s Signature Name Authorized Representative’s Printed Name

Company Name Date

Mailing Address Telephone

City, State, Zip Code Email

EXHIBIT G

CONTRACTOR’S CAL/OSHA COMPLIANCE HISTORY

Contractor’s Standard Industry Code:

Contractor’s Name:

California State Contractor’s License #:

Contact Person:

Phone No:

Please answer the following questions:

1. Has the contractor been cited by Cal/OSHA or any regulatory agency for a violation related to safety or environmental issues within the past seven (7) years?

No Yes

2. Within the past ten (10) years has the contractor had a serious incident or fatality on a job site?

No Yes

* If yes to # 1 or #2, please provide information specific to the incident(s) and action(s) taken to ensure that there is not a repeat violation, or incident(s) (attach additional sheets if needed)

Contractor’s Representative signature: Date:

FOR EMWD USE ONLY: Purchasing to forward to Risk Management for review

(Risk Management)

Approved: No Yes

Reviewed by (Risk Management)

(signature required)

ATTACHMENT A

SAMPLE AGREEMENT

AGREEMENT NO. XXXXX

STANDARDIZATION AND PROGRAMMING OF RED LION DA70A REMOTE TERMINAL UNITS

RTU UPGRADE PROJECT

THIS AGREEMENT, is hereby made and entered into the ____ day of _______________, 2025, by and between the EASTERN MUNICIPAL WATER DISTRICT, ("EMWD"), and «CoName5» (“Consultant”). EMWD and Consultant may singularly be referred to as a “Party” or collectively be referred to as "Parties."

RECITALS

WHEREAS, Consultant responded to EMWD's Request for Proposal 3837, which is incorporated herein by reference.

WHEREAS, Consultant’s principal place of business is located at the following address:

«CoAddress6».

WHEREAS, EMWD’s principal place of business is located at the following address: 2270

TRUMBLE ROAD, PERRIS, CA 92570.

WHEREAS, EMWD desires to engage the services of Consultant to provide Standardization and Programming Professional Services during the period covered by this Agreement.

WHEREAS, Consultant agrees to provide such services pursuant to this Agreement and has represented it possesses the necessary skills and qualifications to provide such services.

WHEREAS, Consultant declares Consultant is customarily engaged in an independently established business of the same nature as the services set forth herein and has complied with all federal, state, and local laws regarding business permits, licenses, and insurances of any kind required to carry out the said business and the tasks to be performed under this Agreement.

WHEREAS, Consultant declares that Consultant routinely offers Consultant’s nonexclusive services to the public or Consultant’s own customers or clients to perform the same or similar activities set forth herein.

NOW, THEREFORE, in consideration of the foregoing recitals and the mutual covenants contained herein, EMWD and Consultant agree as follows:

TERMS

I. INCORPORATION OF RECITALS

The Recitals and section titles set forth herein are incorporated herein and are an operative part of this Agreement.

II. SERVICES TO BE PERFORMED

The Consultant shall, in good workmanlike and professional manner, furnish the services as set forth in the proposal dated August 20, 2025, which is attached to this Agreement.

III. TIME FOR COMPLETION

Subsequent to the execution of this Agreement, EMWD shall issue a Notice to Proceed to Consultant defining the agreed upon start date and expected completion date (including time necessary for final inspection, report preparation, submittal or other deliverables) which shall not exceed December 31, 2025, unless mutually agreed upon in writing by and between EMWD and Consultant. This Agreement shall terminate upon completion of Consultant's services covered by this Agreement.

Time extensions may be granted to Consultant by written notice, as reasonable, for delays by reason of strikes, boycotts, accidents, weather, or other circumstances that Consultant could not have reasonably expected to foresee or provide for. Such schedule may also be revised as mutually agreed upon in writing by and between EMWD and Consultant.

IV. COMPENSATION

EMWD shall pay Consultant on a time and expense basis in accordance with the proposed pricing subject to a maximum payment of «TotalSumWords11» Dollars ($«TotalSumFigure12».00). This amount shall not be exceeded without prior written approval by EMWD.

Consultant shall submit monthly invoices for services rendered under this Agreement to:

Eastern Municipal Water District Attn: Finance Department

Post Office Box 8300 Perris, CA 92572-8300

Email: APUser@emwd.org

Invoices MUST identify the Agreement Number, Account Number, and Project Name (Title) as shown herein. Invoices must also include an invoice date and number, a brief description of the effort completed and the period in which services were rendered. Invoices shall include a breakdown of labor charges such as Consultant’s title, number of hours, billing rate, invoice total mailto:APUser@emwd.org and a definition for all abbreviations. Any invoice received without proper identification will be returned to Consultant. Approved invoices will be paid within thirty (30) days after receipt.

V. DATA AND SERVICES FURNISHED BY EMWD

EMWD shall provide Consultant with reasonably available information pertinent to the tasks to be performed by Consultant. Consultant shall apply reasonable caution in the interpretation and uses of EMWD furnished data and promptly advise EMWD of errors.

EMWD will work with and assist Consultant by providing or making available the following data and services:

A. Designate a contact person to act as the liaison of EMWD for work associated with each task. EMWD contact person is Raul Valdez at Extension 6264.

B. EMWD historical and technical data, as required.

Consultant shall supply all other equipment, tools, materials, and supplies to accomplish the designated tasks.

VI. PREVAILING WAGES

N/A.

VII. STATUS OF CONSULTANT

Consultant shall perform the services provided for herein in Consultant's own way as an independent contractor and in pursuit of Consultant's independent calling. The Parties expressly intend that Consultant is an independent contractor and not an employee, agent, joint venture, or partner of the EMWD. Nothing in this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between Consultant and EMWD, or any employee or agent of Consultant. Consultant shall not be entitled to the rights or benefits afforded to the EMWD’s employees, including disability or unemployment insurance, medical insurance, vacation pay, sick leave, retirement benefits, or any other employment benefit. No payroll or employment taxes of any kind shall be withheld or paid with respect to payments to Consultant. The payroll or employment taxes that are the subject of this paragraph include, but are not limited to, federal personal income tax, state personal income tax, state disability insurance, state unemployment insurance, social security, and medicare. Consultant is responsible for all applicable Social Security, federal, and State taxes required on payments made by EMWD. Except as EMWD may specify in writing, Consultant shall have no authority, expressed or implied, to act on behalf of EMWD in any capacity whatsoever as an agent. Consultant shall have no authority, expressed or implied, pursuant to this Agreement to bind EMWD to any obligation whatsoever.

VIII. INSURANCE

Consultant shall not commence work under this contract until it has obtained the policies of insurance required hereunder, nor shall it allow any subcontractor to commence work until the policies of insurance required of the subcontractor have been obtained. Consultant shall verify and confirm proper coverage to EMWD standards of the subcontractors.

Consultant shall, during the life of this contract, notify EMWD in writing of any incident, either under Consultant’s jurisdiction, or any of his subcontractors, giving rise to any potential bodily injury or property damage claim and resultant settlements, whether in conjunction with this or other project which may affect the limits of the required coverage, as soon as is reasonable and practical.

Consultant and each of its subcontractors shall take out and maintain the following policies of "occurrence form" (where applicable) type insurance, with coverage and carriers acceptable to the EMWD, at Consultant’s sole cost and expense at all times during the life of this contract, including the entire time of the Consultant’s guarantee. The EMWD may request certificates of insurance from subcontractors to verify proper coverage and additional named insured requirements. Such requests shall be responded to within a reasonable time frame (48-72 Hrs.):

A. Workers' Compensation Insurance. No workers’ compensation insurance will be obtained by EMWD on account of Consultant or Consultant’s employees. Consultant shall cover employees, as defined in California Labor Code Sections 2750.3 and 3351, and as required by Labor Code Section 3600, and Consultant shall require subcontractors similarly to provide such workers' compensation insurance for subcontractors' employees.

Such policy shall contain an endorsement which specifically names Eastern Municipal Water District or evidence that the EMWD is provided coverage through a blanket waiver of subrogation endorsement, which waives rights of subrogation against the EMWD as designated in the policy of workers’ compensation insurance. Self-insured programs or Professional Employer Organization (PEO) or Co-Employment programs are not acceptable to the EMWD.

B. Commercial Liability Insurance. The Consultant shall procure and maintain Commercial General Liability Insurance covering on an occurrence basis including products and completed operations, property damage, bodily injury, and personal and advertising injury liability in amounts not less than the following:

$2,000,000 Each Occurrence $4,000,000 General Aggregate

The policy is to be endorsed for the aggregate limit to apply to this contract. Where Excess liability insurance is used in connection with primary liability insurance, the combination of such must allow total limits of liability to be in amounts not less than the above specified amounts.

C. Automobile Liability Insurance. The Consultant shall procure and maintain

Commercial Automobile Liability Insurance in amounts not less than the following:

$1,000,000 Combined Single Limit (BI/PD) $1,000,000 Combined Single Limit Uninsured/Underinsured Liability

Where excess liability insurance is used in connection with primary liability insurance the combination of such must allow total limits of liability to be in amounts not less than the above specified amounts.

D. Professional Liability Insurance. Consultant shall procure and maintain Professional Liability Insurance in amounts not less than the following:

$4,000,000 Per Claim and Annual Aggregate

E. Cyber Liability. Consultant shall, at its own expense, secure and maintain for the term of this contract, Cyber Liability Insurance with limits of no less than the following:

$5,000,000 Each Occurrence or Event $5,000,000 Annual Aggregate

The policy shall cover claims involving privacy violations, information theft, damage to or destruction of electronic information, intentional and/or unintentional release of private and/or confidential information, alteration of electronic information, extortion, and network security. The policy shall cover breach response cost as well as any regulatory fines and penalties.

Each such policy of insurance shall:

1. Be produced by agent/brokers who are licensed to transact insurance business in the State of California;

2. Be issued by insurance carriers which are:

a. Licensed by the State of California to write business in this state; and,

b. Rated no less than "A-, Class VIII" or better by the A.M. Best Company.

Any insurance carrier which is strategically affiliated with a parent insurance Company or insurance group must disclose the name of the parent Company or group in any certificate of insurance documentation provided to the EMWD.

Non-admitted/Surplus Lines insurance carriers (carriers not licensed in the State of California), may be acceptable to the EMWD under certain conditions. Non-admitted insurance carriers providing any form of insurance coverage must be:

a. Domiciled in the United States; and,

b. Listed as an approved insurance carrier on the California Department of

Insurance L.E.S.L.I. list; and;

c. Rated no less than "A-, Class VIII" or better by the A.M. Best Company.

The EMWD may disqualify any non-admitted insurer at any time without cause.

3. Properly name and list Eastern Municipal Water District as "Additional Insured," by an endorsement executed by the insurance carrier (this requirement does not apply to professional liability or workers’ compensation insurance); such endorsement shall be on an ISO form CG2010 (11/85ed) or its equivalent. Any equivalent shall include the CG 2037-completed operations in favor of the EMWD.

Blanket statements on endorsements will not be accepted.

4. Specify that it acts as primary insurance and that no insurance held or owned by the additional insured shall be called upon to cover a loss under said policy;

5. Not be canceled until thirty (30) days after receipt by the EMWD of a written notice of such cancellation as evidenced by receipt of a registered letter;

6. Show evidence of renewal of an expiring policy once the insurance has been approved by the EMWD. Prior approval must be obtained if the coverage or limits of the policy or the carrier has changed.

The EMWD does not allow self-insured insurance programs, Professional Employer Organization/Co-Employment Workers’ Compensation programs or self-insured retention in excess of $50,000.

IX. INDEMNIFICATION

To the fullest extent permitted by law, Consultant shall fully indemnify, immediately defend, and hold harmless EMWD and its agents, officers, officials, and employees from and against any and all claims, demands, costs, causes of action, and liabilities that arise out of, pertain to, or relate to any active and/or passive negligent act or omission of Consultant or its agents or employees, or the recklessness or willful misconduct of Consultant or its agents or employees, including attorneys’ fees and court costs, to the extent arising out of or in connection with Consultant’s services performed under this Agreement, including, but not limited to, any liability incurred by EMWD based on Consultant’s failure to pay any or all necessary wages, compensation, remuneration, or State or federal taxes on or to its employees. This indemnification shall extend to claims occurring after this Agreement is terminated or expires as well as while it is in force. The indemnity provisions in this section shall not be limited by insurance requirements or by any other provision of this Agreement.

X. LICENSING

Consultant represents and declares to EMWD that it has all licenses, permits, qualifications, and approvals of whatever nature that is legally required to practice its profession. Consultant represents and warrants to EMWD that Consultant shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement, any license, permit, or approval which is legally required for Consultant to practice its profession.

XI. STANDARD OF CARE

Consultant's services shall be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions. Consultant retains the sole right to control or direct the manner in which the services described herein are to be performed. EMWD retains the right to inspect Consultant’s work to ensure conformity with the desired result.

XII. SUBCONTRACTS AND ASSIGNMENTS

EMWD has entered into this Agreement to receive professional services from Consultant.

Consultant shall not sell, assign, or transfer Consultant's rights or obligations under this contract without EMWD's prior written consent, which consent may be withheld in the EMWD's sole discretion.

The Consultant shall not subcontract or assign responsibility for performance of any portion of this Agreement without the prior written consent of the EMWD. Except as otherwise specifically approved by EMWD, Consultant shall include appropriate provisions of this Agreement in subcontracts so rights conferred to EMWD by this Agreement shall not be affected or diminished by subcontract. There shall be no contractual relationship intended, implied, or created between EMWD and any subcontractor with respect to services under this Agreement.

XIII. SAFETY

Consultant will ensure that its employees and the employees of subcontractors are notified of and observe and abide by safety regulations and laws. Consultant shall immediately notify EMWD of damage to property and/or injury to, or death of persons, which occurs in connection with, or is related to the project. Consultant shall furnish EMWD a written report of such damage or injury within three (3) working days.

XIV. TERMINATION

EMWD may terminate the Agreement, in whole or in part, with or without cause, upon seven (7) days written notice to Consultant. Upon receipt of the termination notice, Consultant shall promptly discontinue services unless the notice directs to the contrary. In the event EMWD renders such written notice to Consultant, Consultant shall be entitled to compensation for services rendered prior to the effective date of the notice and further services set forth in the notice. EMWD shall be entitled to reimbursement for compensation paid in excess of services rendered. Consultant shall deliver to the EMWD and transfer title (if necessary) to all completed work, and work in progress including drafts, documents, plans, forms, maps, products, graphics, computer programs, and reports.

XV. NOTICES

All notices and demands between the Parties hereto shall be in writing and served either personally or by overnight delivery with a tracking system confirming delivery to the addresses set forth below. Said notices or demands shall be deemed given when personally delivered or confirmed delivered by overnight tracking to the Party to whom said notice or demand is to be given or made.

Such notices and demands may also be sent by facsimile, electronic-mail, or other similar electronic transmission device providing for a permanent record of the notice or demand, and if so served, said notice or demand shall be deemed given and made at the time the device confirms to the sender delivery thereof to the addressee.

All notices and demands shall be given as follows:

To EMWD: EASTERN MUNICIPAL WATER DISTRICT

Attn: Joe Mouawad, P.E.

General Manager PO Box 8300 Perris, CA 92572

To Consultant: «CoName5» «CoAddress6»

XIII. MISCELLANEOUS:

A. This Agreement contains the entire agreement of the Parties, and supersedes any and all other agreements, either oral or…