For more information, please visit our online supplier portal, located at https://procurement.opengov.com/portal/alamedaca

REQUEST FOR PROPOSAL

PS 09-26-01

ON-CALL POLE LOADING AND STRUCTURAL ENGINEERING SERVICES

RELEASE DATE: October 2, 2026

RESPONSE DEADLINE: October 28, 2026, 12:00 pm

Please refer to the project timeline in this document for all important deadlines.

PS 09-26-01 Page 2 of 18 On-Call Pole Loading and Structural Engineering

Services

Table Of Contents

1. INSTRUCTIONS TO PROPOSERS

2. REVIEW AND SELECTION PROCESS

3. EVALUATION CRITERIA

4. PUBLIC NATURE OF MATERIALS

5. DISQUALIFICATION

6. NON-CONFORMING PROPOSAL

7. GRATUITIES

8. FIRMS OR PERSONS NOT ELIGIBLE TO SUBMIT A PROPOSAL

9. PROTESTS

10. RIGHTS OF AMP

11. SAMPLE AGREEMENT

12. SCOPE OF SERVICES

13. COST PROPOSAL

14. REQUIRED SUBMITTALS

PS 09-26-01 Page 3 of 18 On-Call Pole Loading and Structural Engineering

1. INSTRUCTIONS TO PROPOSERS

Alameda Municipal Power (AMP) is seeking proposals from qualified professional engineering firms to provide on-call pole loading and structural engineering services for AMP’s electric distribution system. Services will support capital projects, maintenance activities, pole replacements, reconductoring, equipment additions, joint-use and third-party attachments, service work, and other activities requiring pole loading or related structural engineering analysis.

AMP anticipates establishing up to three five-year on-call professional services agreements. Work will be authorized on an as-needed basis through individual task orders or other written authorization. No minimum quantity of work or compensation is guaranteed.

1.1. RFP Documents Included

The documents below are included with this Request for Proposal (RFP) for your review and submittal:

• Minimum Qualifications Questionnaire

• Sample Agreement

• Subcontractor List (optional)

• Non-Collusion Declaration

• Local Business Declaration (optional)

1.2. Examination of Proposal Documents

The specifications or scope of work included in the "Scope of Services" section have been prepared to describe the standard quality, performance, and other characteristics needed to meet Alameda Municipal Power (AMP) requirements.

1.3. Proposer’s Representation and Certification

The submission of a proposal shall be deemed a representation and certification by the Proposer that the

Proposer:

• Has carefully read and fully understand the information that was provided by Alameda Municipal Power

(AMP) to serve as the basis for submission of this proposal;

• Has not retained a person to solicit or secure an AMP Agreement (upon an agreement or understanding for a commission, percentage, brokerage, or contingent fee) except for retention of bona fide employee or bona fide established commercial selling agencies for the purpose of securing business;

• Has not colluded, conspired, or agreed, directly or indirectly, with any person regarding the terms and conditions of the Proposer’s proposal, except as may be permitted by this RFP;

• Has not attempted to exert undue influence with the Senior Procurement Analyst or Project Manager or any other person who has directly participated in the decision to award the Agreement to the Proposer;

PS 09-26-01 Page 4 of 18 On-Call Pole Loading and Structural Engineering

• Has furnished and will furnish true and accurate statements, records, reports, resolutions, certifications, and other written information as may be requested of the Proposer by AMP during the term of this

Agreement;

• Has the capability to successfully undertake and complete the responsibilities and obligations of the proposal being submitted, and there are no claims or disputes between the Proposer and AMP which would materially affect the Proposer's ability to perform under the Agreement;

• Has the power and authority to enter into this Agreement with AMP, that the individual(s) executing this

Agreement are duly authorized to do so by appropriate resolution (if applicable), and that this

Agreement shall be executed, delivered, and performed pursuant to the power and authority conferred upon the person or persons authorized to bind the Proposer;

• Does not and in the performance of this Agreement will not discriminate in employment of any person because of race, skin color, gender, age, religion, disability, national origin, ancestry, sexual orientation, housing status, marital status, familial status, weight, or height of such person; and further certify compliance with all Federal, State, and local laws, regulations, rules, directives, and executive orders regarding nondiscrimination in employment;

• Acknowledges that AMP has the right to make any inquiry it deems appropriate to substantiate or supplement information supplied by Proposer, and Proposer hereby grants AMP permission to make these inquiries, and to provide any and all related documentation in a timely manner; and

• Will contract with AMP, to provide all necessary materials, and furnish the specified requirements in this RFP, in the manner herein prescribed and at the prices stated in the proposal, if the proposal is accepted.

No request for modification of the proposal shall be considered after its submission on grounds that Proposer was not fully informed to any fact or condition.

1.4. Licenses

Selected consultants and subconsultants must maintain all professional licenses including required State of

California Professional Electrical Engineering license (CA PE), registrations, permits, and authorizations required to perform the Services. The selected Consultant and applicable subconsultants must obtain and maintain a City of Alameda business license as required by the final agreement and applicable law.

1.5. Addenda/Clarifications

Should discrepancies or omissions be found in this RFP or should there be a need to clarify this RFP, questions or comments regarding this RFP must be submitted in AMP’s electronic procurement system by OpenGov

Procurement (Bid Portal) no later than the date and time specified in the Timeline section. Responses from

AMP will be communicated through AMP’s Bid Portal to all recipients of this RFP via addendum. Inquiries received after the date and time stated will not be accepted. Any and all addenda issued by AMP shall be deemed included in this RFP and the provisions and instructions therein contained shall be incorporated into any proposal submitted by Proposer.

PS 09-26-01 Page 5 of 18 On-Call Pole Loading and Structural Engineering

AMP shall not be responsible for nor be bound by any oral instructions, interpretations or explanations issued by AMP or its representatives.

1.6. Submission of Proposals

A. To submit proposals to AMP you must comply with the following:

o All proposals shall be submitted through AMP’s Bid Portal; and o Proposals must be received no later than the date and time specified in the Timeline of RFP on the

Bid Portal. The Bid Portal will not accept any proposals after the specified close time.

B. Information to be Submitted (to be submitted in this order only)

These instructions establish the required format and content of the proposal. Proposals should clearly communicate the Proposer’s qualifications, understanding of AMP’s requirements, and approach to successfully providing the Services. Only information relevant to the evaluation of the proposal should be submitted. General marketing materials, brochures, and other information not specifically related to this RFP will not be considered in the evaluation.All proposals shall address the following items in the order listed below and shall be organized and numbered as Chapters 1 through 8.

o Chapter 1 – Proposal Summary

This Chapter shall discuss the highlights, key features, and distinguishing points of the proposal. A separate sheet shall include a list of individuals and contacts for this proposal and how to communicate with them. Limit this Chapter to a total of three (3) pages including the separate sheet.

o Chapter 2 – Profile on the Proposing Firm(s)

This Chapter shall include a brief description of the Prime Proposer’s firm size as well as the proposed local organization structure. Include a discussion of the Prime Proposer firm’s financial stability, capacity, and resources. Include all other firms participating in the proposal, including similar information about the firms.

Additionally, this section shall include a listing of any lawsuit or litigation and the result of that action resulting from (a) any public project undertaken by the Proposer or by its subcontractors where litigation is still pending or has occurred within the last five years or (b) any type of project where claims or settlements were paid by the consultant or its insurers within the last five years.

o Chapter 3 – Qualifications of the Firm

This Chapter shall include a brief description of the Proposer’s and sub-Proposer’s qualifications and previous experience on similar or related projects, with emphasis on municipal utilities, electric utilities, public agencies, utility pole loading, and overhead distribution structural analysis. Provide in a table format descriptions of pertinent project experience that includes the client, contract duration, nature and approximate volume of pole calculations, pole loading software used, including

O-Calc Pro where applicable, typical turnaround time, key personnel, and the name, title, email address, and phone number of a current client reference. Proposers should also identify experience, if any, preparing joint-pole documentation or supporting joint-pole processes, including experience with Northern California Joint Pole Association (NCJPA) procedures.

PS 09-26-01 Page 6 of 18 On-Call Pole Loading and Structural Engineering o Chapter 4 – Work Plan or Proposal

This Chapter shall present a well-conceived service plan. This section of the proposal shall establish that the Proposer understands AMP’s objectives and work requirements and the Proposer’s ability to satisfy those objectives and requirements. Describe the proposed approach for receiving, assigning, tracking, reviewing, and completing requests; maintaining sufficient staffing and capacity for routine, expedited, and multiple concurrent assignments; resolving incomplete or conflicting information; developing and reviewing O-Calc Pro models and calculations; applying applicable

California Public Utilities Commission General Order 95 requirements; performing QA/QC, including independent technical review; providing professional engineering review; and managing schedules and communication throughout each assignment.

o Chapter 5 – Representative O-Calc Pro Work Sample

Provide one representative, redacted O-Calc Pro pole loading analysis previously prepared by the

Proposer for an electric utility or similar client. The work sample should demonstrate, to the extent applicable, the model inputs and assumptions, applicable California Public Utilities Commission

General Order 95 criteria, governing loading case, calculated utilization, controlling structural component or condition, and the resulting engineering recommendation or disposition. The work sample may be redacted to protect confidential client, location, or facility information. AMP is not requesting confidential or proprietary client information. If the Proposer cannot provide a prior client work product due to confidentiality restrictions, the Proposer may provide a representative sample prepared for purposes of this RFP. The work sample will be used solely to evaluate the Proposer’s technical approach, completeness, clarity, and QA/QC practices.

o Chapter 6 – Project Staffing

This Chapter shall discuss how the Proposer would propose to staff this project. Key project team members shall be identified by name, title, and specific responsibilities on the project. An organizational chart for the project team and resumes for key Proposer personnel shall be included.

Key personnel will be an important factor considered by the review committee. Changes in key personnel may be cause for rejection of the proposal.

o Chapter 7 – Proposal Exceptions

This Chapter shall discuss any exceptions or requested changes that Proposer has to AMP’s RFP conditions, requirements, and sample contract. If there are no exceptions noted, it is assumed the

Proposer will accept all conditions and requirements identified in the Agreement. Items not excepted will not be open to later negotiation.

Proposers shall be prepared to accept the terms and conditions of the Agreement, including insurance requirements. If a Proposer desires to take exception to the Agreement, Proposer shall provide the following information in Chapter 7 of their submittal package. Please include the following:

▪ Proposer shall clearly identify each proposed change to the Agreement, including all relevant

Attachments.

PS 09-26-01 Page 7 of 18 On-Call Pole Loading and Structural Engineering

▪ Proposer shall furnish the reasons for, as well as specific recommendations, for alternative language.

The above factors will be considered in evaluating proposals. Proposals that take substantial exceptions to the proposed Agreement may be determined by AMP, at its sole discretion, to be unacceptable and no longer considered for award.

o Chapter 8 – Proposal Costs Sheet and Rates

The fee information is relevant to a determination of whether the fee is fair and reasonable considering the services to be provided. Provision of this information assists AMP in determining the firm’s understanding of the project, and provides staff with tools to negotiate the cost.

This Chapter shall include the proposed costs to provide the services desired. Include any other cost and price information that would be contained in a potential agreement with AMP. Include rates that may be used for pricing the cost of additional services not outlined in the Scope of Services.

Prices shall state the net delivered price with all transportation charges prepaid and include all State and Federal Taxes, including the amount of any Use or Excise Tax that may be applicable to the transaction, all of which will be paid by the Proposer. If California Use Tax is applicable, Proposer shall state whether they maintain a place of business in the State of California, or are authorized by the State Board of Equalizations of said State under Section 6202 of the Revenue and Taxation

Code, to collect Use Taxes. If the Proposer to whom the contract is awarded does not maintain a place of business in the State of California, or is not authorized to collect Use Taxes, the amount of such taxes, if applicable, will be deducted from the total price and paid directly by AMP to the State of California.

PLEASE NOTE: AMP does not pay for services before it receives them. Therefore, do not propose contract terms that call for upfront payments or deposits.

1.7. Withdrawal of Proposals

A Proposer may withdraw its proposal at any time before the expiration of the time for submission of proposals as provided in the Notice for Request for Proposal by entering the Bid Portal and selecting to withdraw the proposal.

2. REVIEW AND SELECTION PROCESS

2.1. Evaluation of Proposals - Minimum Qualifications

AMP staff will evaluate the proposals provided based on the following criteria:

Minimum Qualifications

A proposer must demonstrate the following minimum qualifications. AMP may determine a proposal non-responsive or a proposer not qualified if the proposer does not demonstrate these requirements.

• At least five years of demonstrated experience performing utility pole loading, overhead distribution structural analysis, or closely related electric utility engineering services.

PS 09-26-01 Page 8 of 18 On-Call Pole Loading and Structural Engineering

• A California-licensed Professional Engineer, employed by either the Proposer or an identified subconsultant, available to exercise responsible charge over engineering services requiring professional engineering judgment or certification.

• Demonstrated experience with electric distribution poles, conductors, equipment, guying, anchors, and joint-use attachments.

• Demonstrated capability with pole loading software and electronic calculation models used for utility distribution analysis.

• Ability to provide routine and expedited assignments and manage multiple concurrent requests during the agreement term.

• A documented Quality Assurance/Quality Control (QA/QC) process for engineering calculations and deliverables.

The selection committee will make a recommendation to the awarding authority. The acceptance of the proposal will be evidenced by written Notice of Intent to Award from the AMP’s Utility Procurement Administrator to the successful Proposer.

2.2. Oral Interviews

Proposers may be required to participate in an oral interview. The oral interview will be a panel comprised of members of the selection committee.

Proposers may only ask questions that are intended to clarify the questions that they are being asked to respond.

Each Proposer’s time slot for oral interviews will be determined randomly. Proposers who are selected shall make every effort to attend. If representatives of AMP experience difficulty on the part of any Proposer in scheduling a time for the oral interview, it may result in disqualification from further consideration.

2.3. Local Preference

The local preference rule is set forth in Article V. Chapter II of the Municipal Code. The evaluation of a contract for the performance of personal services, upon written application noted on the space provided on the

City bid or proposal documents, there shall be extended a five (5%) percent preference for local businesses defined in this section, provided however, that all such contracts shall be awarded based on demonstrated competence and on the professional qualifications necessary for the satisfactory performance of the services required.

Local businesses are defined in the Municipal Code as a business firm with fixed offices or local taxable distribution points within the boundaries of the City of Alameda which hold a current business license with an

Alameda business address which is not a Post Office box. Proposer shall clearly indicate if he or she believes they qualify for this preference and submit the "Local Business Declaration" document via the Vendor

Questionnaire. The final determination of qualification for Alameda Proposer's preference rests with AMP.

3. EVALUATION CRITERIA

No. Evaluation Criteria Scoring Method Weight (Points)

PS 09-26-01 Page 9 of 18 On-Call Pole Loading and Structural Engineering

1. Firm/key personnel qualifications and relevant electric utility/pole loading experience

Points Based 25 (25% of Total)

2. O-Calc Pro and California GO 95 technical experience Points Based 20

(20% of Total)

3. Technical approach, QA/QC, and representative O-Calc Pro work sample Points Based 20

(20% of Total)

4. Responsiveness, staffing capacity, and on-call task-order management Points Based 15

(15% of Total)

5. Relevant past performance and client references Points Based 10

(10% of Total)

6. Pricing and overall value Points Based 10 (10% of Total)

4. PUBLIC NATURE OF MATERIALS

Responses to this RFP become the exclusive property of AMP. When the recommendation for award is submitted to the General Manager or to the Public Utilities Board, as applicable, all proposals received in response to this RFP become a matter of public record and shall be regarded as public records. Unless specifically requested elsewhere in this RFP, proposer shall not include any confidential business or trade secrets in its proposal. If AMP does specifically request such confidential information, AMP shall not in any way be liable or responsible for the disclosure of any such proposal or portions thereof, with the exception of those elements in each proposal which are defined by the Proposer as business or trade secrets and plainly marked as “Confidential,” “Trade Secret,” or “Proprietary” or if under AMP’s sole judgment, disclosure of any information, even if so marked, is required under the Public Records Act or other law, rule or regulation. AMP shall not in any way be liable or responsible for the disclosure of any such proposal or portions thereof, if they are not plainly marked as “Confidential,” “Trade Secret,” or “Proprietary” or if disclosure is required under the

Public Records Act. Any proposal which contains language purporting to render all or significant portions of the proposal “Confidential,” “Trade Secret,” or “Proprietary” shall be regarded as non-responsive. Further, all

Proposers acknowledge that price and other business terms are never confidential.

Although the California Public Records Act recognizes that certain confidential trade secret information may be protected from disclosure, AMP may not accept or approve that the information that a Proposer submits is a trade secret. If a request is made for information marked “Confidential,” “Trade Secret,” or “Proprietary,” AMP shall provide the Proposer who submitted the information with reasonable notice, if it is feasible to do so, to allow the Proposer to seek protection from disclosure by a court of competent jurisdiction at Proposer’s own expense. Notwithstanding the foregoing, AMP may release such information if any relevant statutory deadlines for the release of such information have been reached.

5. DISQUALIFICATION

Factors such as, but not limited to, any of the following may be considered just cause to disqualify a proposal without further consideration:

PS 09-26-01 Page 10 of 18 On-Call Pole Loading and Structural

Engineering Services

• Evidence of collusion, directly or indirectly, among Proposers regarding the amount, terms, or conditions of this proposal;

• Any attempt to improperly influence any member of the evaluation team;

• Existence of any lawsuit, unresolved contractual claim or dispute between Proposer and AMP or the

City;

• Evidence of incorrect information submitted as part of the proposal;

• Evidence of Proposer’s inability to successfully complete the responsibilities and obligation of the proposal; and

• Proposer’s default under any previous agreement with AMP or the City, which results in termination of the Agreement.

6. NON-CONFORMING PROPOSAL

A proposal shall be prepared and submitted in accordance with the provisions of these RFP instructions and specifications. Any alteration, omission, addition, variance, or limitation of, from or to a proposal may be sufficient grounds for non- acceptance of the proposal, at the sole discretion of AMP.

7. GRATUITIES

No person shall offer, give, or agree to give any AMP employee any gratuity, discount or offer of employment in connection with the award of contract by the city. No city employee shall solicit, demand, accept or agree to accept from any other person a gratuity, discount or offer of employment in connection with a city contract.

8. FIRMS OR PERSONS NOT ELIGIBLE TO SUBMIT A PROPOSAL

To avoid any conflict of interest or perception of a conflict of interest, Proposer(s) selected to provide professional services under this RFP will be subject to the following requirements:

• The Proposer(s) who works on the procurement will be precluded from submitting proposals as a prime contractor or subcontractor in the ultimate procurement.

• The Proposer(s) may not have interest in any potential Proposer for the ultimate procurement.

9. PROTESTS

Failure to comply with the rules set forth herein may result in rejection of the protest. Protests based upon restrictive specifications or alleged improprieties in the proposal procedure, which are apparent or reasonably should have been discovered prior to receipt of proposals shall be filed in writing at least 10 calendar days prior to the deadline for receipt of proposals. The protest must clearly specify in writing the grounds and evidence on which the protest is based.

Protests based upon alleged improprieties that are not apparent or that could not reasonably have been discovered prior to submission date of the proposals, such as disputes over the staff recommendation for contract award, shall be submitted in writing within 48 hours from receipt of the notice from AMP advising of

AMP’s recommendation for award of contract. The protest must clearly specify in writing the grounds and evidence on which the protest is based. AMP will respond to the protest in writing at least three (3) days prior to the meeting at which AMP’s recommendation to the Public Utilities Board will be considered. Should Proposer

PS 09-26-01 Page 11 of 18 On-Call Pole Loading and Structural decide to appeal the response of AMP, and pursue its protest at the Public Utilities Board meeting, it will notify

AMP of its intention at least two (2) days prior to the scheduled meeting.

All protests shall be typed under the protester’s letterhead and submitted in accordance with the provisions stated herein. All protests shall include at a minimum the following information:

• The name, address, and telephone number of the protester;

• The signature of the protester or the protester’s representative;

• The solicitation or contract number;

• A detailed statement of the legal and/or factual grounds for the protest; and

• The form of relief requested.

10. RIGHTS OF AMP

This RFP does not commit AMP to enter a contract, nor does it obligate AMP to pay for any costs incurred in preparation and submission of proposals or in anticipation of a contract. AMP reserves the right to:

• Make the selection based on its sole discretion;

• Reject or cancel any and all proposals at any phase of solicitation;

• Issue subsequent Requests for Proposals;

• Postpone opening for its own convenience;

• Remedy technical errors in the Request for Proposals process;

• Approve or disapprove the use of particular sub consultants;

• Negotiate with any, all, or none of the Proposers;

• Accept other than the lowest offer;

• Waive informalities and irregularities in the proposals and/or

• Enter into an agreement with another Proposer in the event the originally selected Proposer defaults or fails to execute an agreement with AMP.

An agreement shall not be binding or valid with AMP unless and until it is executed by authorized representatives of AMP and of the Proposer.

11. SAMPLE AGREEMENT

It is anticipated that the agreement resulting from this solicitation, if awarded, will be a not-to-exceed budget per task form of contract. A sample agreement is provided as an attachment under the Required Submittals section.

The method of payment to the selected Proposer(s) shall be on a per task basis, using an assigned purchase order number. Individual task orders may be compensated based on the established unit prices/hourly rates or a task-specific not-to-exceed amount, as applicable.

PS 09-26-01 Page 12 of 18 On-Call Pole Loading and Structural

This figure shall include direct costs and overhead, such as, but limited to, transportation, communications, subsistence and materials and any subcontracted items of work. Progress payments will be based on a percentage of project completed.

The selected Proposer(s), at Proposer’s sole cost and expense and for the full term of the Agreement or any extension thereof, shall obtain and maintain, at a minimum, the insurance requirements outlined in the "Sample

Agreement."

All policies, endorsements, certificates and/or binders shall be subject to the approval of the City Risk Manager as to form and content. These requirements are subject to amendment or waiver if approved in writing by the

City Risk Manager. The selected Proposer agrees to provide AMP with a copy of said policies, certificates and/or endorsement upon award of contract.

Each section of the agreement is standard City/AMP contract provision. Bidders shall base their bids on compliance with the Contract Documents as issued. Any material exception or qualification to these provisions may be deemed a material deviation and may affect the responsiveness or acceptability of the bid.

12. SCOPE OF SERVICES

12.1. Scope of Services

1. General

This Scope of Services governs work authorization, technical services, deliverables, schedule, quality requirements, and compensation for task orders issued under the on-call agreements. AMP will authorize

Services only as needed. No work is compensable without prior written AMP authorization.

2. Pole Loading and Structural Analysis

Perform engineering analyses and calculations to determine the structural adequacy of existing and proposed utility poles and associated facilities. Services may include evaluation of:

• Existing and proposed pole loading and capacity;

• Pole height, class, material, strength, and replacement requirements;

• Transverse, longitudinal, vertical, wind, and unbalanced loads;

• Conductor size, tension, span, line angle, and configuration;

• Crossarms, transformers, switches, capacitors, protective devices, streetlights, services, and other equipment;

• Communication, fiber, cable, and other joint-use or third-party attachments;

• Guys, anchors, guy leads, attachment points, and related loading; and

• Other conditions affecting pole structural adequacy.

3. Pole Replacement and Modification Evaluations

Evaluate existing poles for proposed changes, including reconductoring, conductor additions or removals, equipment additions or relocations, service upgrades, joint-use attachments, changes in span length or line

PS 09-26-01 Page 13 of 18 On-Call Pole Loading and Structural angle, guying modifications, and other distribution system changes. Identify whether the existing pole is acceptable or whether replacement, reinforcement, guying, anchoring, equipment relocation, or another corrective measure is required.

4. Joint-Use and Third-Party Attachment Analysis

Perform pole loading evaluations associated with proposed or modified telecommunications, cable, fiber, streetlight, or other third-party attachments. Evaluate impacts to AMP facilities and identify required modifications or constraints.

5. Joint Pole Coordination and Documentation Support

When authorized by AMP under an individual task order, the Consultant may provide joint-pole coordination, documentation, and cost recovery support associated with pole loading analyses, pole replacements, and proposed modifications to jointly owned or jointly used poles.

Services may include preparation of applicable joint-pole forms and supporting documentation; incorporation of pole loading analysis results into required documentation; documentation of proposed attachment, make-ready, or pole configuration changes; and other related support as directed by AMP.

Services may also include preparation of supporting documentation necessary for AMP to allocate, invoice, or backcharge applicable engineering, pole loading, field investigation, make-ready, pole replacement, or other authorized costs to joint-pole owners, attaching entities, or other responsible parties, including entities such as

AT&T and Comcast, as applicable. Consultant shall provide sufficient supporting information for AMP to identify the applicable pole, work performed, responsible entity, hours and applicable unit prices or billing rates, and associated cost.

Joint-pole documentation shall be prepared in accordance with AMP procedures and applicable Northern

California Joint Pole Association (NCJPA) requirements, forms, and instructions. AMP will provide available

AMP-specific procedures, instructions, and forms as necessary.

Unless specifically authorized by AMP under a task order, AMP will remain responsible for formal submission of joint-pole applications, invoicing or backcharging of joint-pole participants, and coordination with joint-pole owners and attaching entities. The Consultant shall not make commitments or representations on behalf of AMP without prior written authorization.

6. Codes, Standards, and Engineering Criteria

Perform Services in accordance with applicable laws, regulations, codes, standards, AMP requirements, and accepted utility engineering practice, including the current effective California Public Utilities Commission

General Order 95 and, where applicable to the assignment, General Orders 128 and 165; applicable National

Electrical Safety Code provisions; American National Standards Institute (ANSI) O5.1 wood-pole provisions to the extent applicable; California Division of Occupational Safety and Health (Cal/OSHA) requirements; and

AMP standards and loading assumptions. Each calculation package must identify the principal criteria and assumptions used. Where requirements conflict, the more stringent applicable requirement shall govern unless

AMP provides written direction consistent with law and applicable standards.

7. Pole Loading Software and Models

Consultant must develop, review, and update pole loading models using O-Calc Pro, which is AMP’s standard pole-loading analysis platform, unless AMP expressly authorizes another platform for a specific assignment.

PS 09-26-01 Page 14 of 18 On-Call Pole Loading and Structural

Models shall be compatible with AMP’s then-current O-Calc Pro environment and shall be delivered in native editable format. AMP may provide Geographic Information System (GIS) data, pole records, inspection records, prior O-Calc models, photographs, field measurements, or other available information. The Consultant shall document material assumptions and data sources used in each analysis.

Native O-Calc Pro deliverables shall include any Consultant-created catalogs, assemblies, libraries, or other dependencies necessary for AMP to open, review, update, and rerun the delivered model without recreating the analysis.

8. Use of AMP-Provided and Third-Party Field Data

AMP may provide pole inspection records, enhanced O-Calc field surveys, photographs, GIS information, pole-condition information, remaining-strength information, and other data collected by AMP personnel or other contractors. The Consultant may use such information in preparing an O-Calc Pro model; however, the

Consultant remains responsible for determining whether the information is sufficient and appropriate for the engineering analysis. The Consultant shall identify missing, inconsistent, outdated, or questionable information and notify AMP when supplemental field verification is required. Use of AMP-provided or third-party information does not relieve the Consultant of responsibility for the accuracy and adequacy of its engineering analysis.

9. Pole Inspection Engineering Referrals

Services may include engineering evaluation of poles identified through AMP’s wood-pole inspection program as requiring engineering review, including poles with uncertain structural capacity, material deterioration, complex loading, unusual attachments, restoration considerations, or other conditions that cannot be resolved through routine inspection criteria. Where AMP provides effective-circumference, remaining-strength, or other pole-condition information, the Consultant shall incorporate applicable condition or strength information into the engineering evaluation when appropriate rather than assuming an undeteriorated pole. The calculation package shall identify the source and engineering treatment of such information.

10. Field Investigation

When authorized, perform site visits or field investigation needed to obtain or verify pole identification, pole height, class, species, circumference, setting-depth information when available, span lengths, line angles, conductor and cable types and sizes, attachment heights, equipment, crossarms, braces, risers, streetlights, transformers and other material loads, guys, anchors, guy leads and directions, and other information required for the analysis. Field data shall be sufficient to construct or validate the O-Calc Pro model and shall include suitable calibrated or dimensionally referenced photographs when appropriate.

11. Engineering Recommendations and Deliverables

Provide clear, constructible engineering recommendations. Each analysis shall identify the applicable General

Order 95 loading criteria, governing loading case, calculated utilization, controlling structural component or condition, material assumptions, and identified deficiencies. Where a proposed configuration is not acceptable, identify feasible corrective measures. When directed by AMP, evaluate alternative configurations necessary to develop an acceptable solution, including pole height or class, conductor or equipment configuration, guying and anchoring, attachment relocation, framing modifications, or other corrective measures. The Consultant shall not be limited to evaluation of a single replacement configuration when additional iterations are authorized by

AMP.

PS 09-26-01 Page 15 of 18 On-Call Pole Loading and Structural

Deliverables may include pole loading calculations, structural calculations, native editable O-Calc Pro model files, detailed PDF calculation packages, source field data, photographs, assumptions, summary recommendations, engineering sketches, technical memoranda, and other supporting documentation requested by AMP. Deliverables shall be organized by AMP pole ID or other AMP-designated identifier and shall contain sufficient information for AMP to understand, reproduce, update, and rely upon the analysis.

12. Professional Engineering Review

Engineering work requiring professional engineering judgment or responsible charge must be performed under the direction of an appropriately licensed California Professional Engineer. When requested by AMP or required by law, final calculations or engineering documents must be signed and sealed by the responsible engineer.

13. Quality Assurance/Quality Control (QA/QC) and Corrections

The Consultant must maintain a documented QA/QC process. All O-Calc Pro models and engineering calculations shall receive documented independent technical review by qualified personnel before submittal.

QA/QC shall include verification of input data, model geometry, pole and material properties, conductor and attachment data, guying and anchoring, loading assumptions, applicable General Order 95 criteria, calculation results, and engineering recommendations. Consultant must correct errors, omissions, modeling deficiencies, or other deficiencies attributable to Consultant at no additional cost to AMP and shall provide corrected native and

PDF deliverables.

14. Standard and Complex Pole Loading Analyses

For purposes of task-order scoping and unit pricing, pole loading analyses compensated on a per-pole unit-price basis will be categorized as Standard or Complex. AMP will determine the applicable category based on the information available and the conditions associated with the assignment.

Standard Pole Loading Analysis: An analysis of a conventional electric distribution pole for which reasonably complete and reliable field and asset information is available and the pole has conventional framing, attachments, equipment, and guying. A Standard analysis generally does not involve unusual structural conditions, significant data reconciliation, deterioration requiring specialized engineering treatment, or evaluation of multiple design alternatives.

Complex Pole Loading Analysis: An analysis requiring additional engineering effort due to one or more conditions such as incomplete or conflicting field or asset information; multiple electric circuits; significant line angles or dead-end loading; unusual framing or equipment; multiple or atypical joint-use or third-party attachments; complex guying or anchoring; pole deterioration or remaining-strength considerations;

nonstandard construction; or evaluation of multiple corrective or design alternatives.

If the Consultant determines that an assignment initially identified as Standard requires treatment as Complex, the Consultant shall notify AMP and obtain authorization before performing work beyond the authorized scope or price. The Consultant shall identify the condition or additional effort supporting the requested change in classification.

15. Turnaround and Responsiveness

For each task order, AMP and Consultant will establish the required schedule. Consultant must maintain sufficient staffing to support routine requests, multiple concurrent assignments, and priority or expedited requests.

PS 09-26-01 Page 16 of 18 On-Call Pole Loading and Structural

For purposes of this RFP and the applicable pricing schedule, an Expedited assignment means an assignment for which AMP requests completion within five (5) business days or less following authorization and receipt of the information necessary to perform the work. The specific schedule for each Expedited assignment shall be confirmed by AMP and Consultant at the time of task-order authorization.

Consultant must promptly notify AMP if required information is missing or if Consultant anticipates difficulty meeting an agreed schedule. Consultant shall acknowledge AMP requests promptly, maintain timely and effective communication throughout each assignment, and proactively identify issues that may affect scope, schedule, cost, or deliverables.

16. Task Order Authorization

AMP may request a task-order proposal identifying the scope, required information, deliverables, proposed personnel, schedule, estimated hours, not-to-exceed cost, assumptions, and exclusions. No Services may begin until authorized by AMP. For repetitive pole calculations, AMP may establish streamlined authorization procedures and may compensate Services using the applicable Standard or Complex Pole Loading Analysis unit prices established under the agreement.

17. Assignment of Work

AMP may assign work among selected Consultants based on the needs and requirements of each assignment. In determining task-order assignments, AMP may consider relevant expertise; availability and capacity;

responsiveness; ability to meet required schedules; quality, accuracy, completeness, and consistency of prior work; communication, coordination, and customer service; continuity with prior assignments; familiarity with the project or facilities; proposed staffing and workload; cost and overall value; past performance under the agreement; and other factors AMP determines appropriate.

AMP may consider a Consultant's performance on completed and ongoing task orders when assigning future work. Consultants demonstrating responsive communication, reliable schedule performance, high-quality work products, and effective customer service may receive a greater share of available work. Performance concerns may result in fewer assignments.

AMP retains sole discretion regarding the assignment and distribution of work among selected Consultants. The establishment of a not-to-exceed amount for each agreement does not obligate AMP to distribute work equally or proportionally among selected Consultants, and no Consultant is guaranteed any minimum amount of work.

13. COST PROPOSAL

COST PROPOSAL

Fill in all lines. This cost proposal is for proposal evaluation purposes. Compensation for individual assignments will be established through authorized task orders in accordance with the Agreement.

Line Item Description Unit of Measure Unit Cost No Bid

1 Standard O-Calc Pro Pole Loading

Analysis $ / Pole

PS 09-26-01 Page 17 of 18 On-Call Pole Loading and Structural

Line Item Description Unit of Measure Unit Cost No Bid

2 Complex O-Calc Pro Pole Loading

Analysis $ / Pole

3 Field Survey / Field Verification $ / Pole

4 Revised Configuration / Recalculation

– Per Additional Configuration $ / Pole

5 Expedited Service Premium, if requested by AMP % added to applicable

Standard or

Complex unit price

6 Joint Pole Coordination and

Documentation Support $ / Hour

7 Project Manager $ / Hour

8 California Professional Engineer $ / Hour

9 Engineer / Designer $ / Hour

10 Engineering Technician $ / Hour

14. REQUIRED SUBMITTALS

1. RFP Proposal*

Please include all chapter 1 through 8 in one file per Instructions to Proposers.

*Response required

2. Minimum Qualification Questionnaire*

Please download the below documents, complete, and upload.

• AMP_On-Call_Pole_Loading_Mi...

*Response required

3. Sample Contract PS 09-26-01

Please download the below documents, review and redline if needed.

It is optional to submit redlined contract. However, please note that each section of the agreement is standard

City/AMP contract provision. Bidders shall base their bids on compliance with the Contract Documents as issued. Any material exception or qualification to these provisions may be deemed a material deviation and may affect the responsiveness or acceptability of the bid.

• Sample_contract_PS_09-26-01...

https://government-project.s3.us-west-2.amazonaws.com/302023/b1d4064e-f0da-49ec-bb77-91ab1bdc9cd8_AMP_On-Call_Pole_Loading_Minimum_Qualification_Questionnaire_Fillable.pdf https://government-project.s3.us-west-2.amazonaws.com/302023/29cda85e-9b25-4b9f-bfa6-95b5dab11b07_Sample_contract_PS_09-26-01.docx

PS 09-26-01 Page 18 of 18 On-Call Pole Loading and Structural

4. Subcontractor List

Please download the below documents, complete, and upload if applicable.

• Subcontractor_List_template...

5. Non-Collusion Declaration*

Please download the below documents, complete, and upload.

• Non_Collusion_Declaration_t...

*Response required

6. Signed Request for Taxpayer Identification Number and Certification (W-9)*

*Response required

7. Local Business Declaration

Please download the below documents, complete, and upload, if applicable.

• B._Local_Business_Declarati...

https://government-project.s3.us-west-2.amazonaws.com/302023/4f2be006-1f15-4cd5-8d35-19dba5016d77_Subcontractor_List_template.pdf https://government-project.s3.us-west-2.amazonaws.com/302023/8de90937-7992-4acb-ac21-bb36826d06f1_Non_Collusion_Declaration_template.pdf https://government-project.s3.us-west-2.amazonaws.com/253374/794b6b58-fc10-48af-8319-d8aee1a9943e_B._Local_Business_Declaration.pdf