Exhibit_A_-_Requirements_Workbook.xlsx

XLSX spreadsheet 72 KB Posted

Attached to
Advanced Metering Infrastructure (AMI) System and Installation Services
Solicitation number
2026-RFP-0143
Issued by
Los Angeles County, California

About this file

This is a Technical Requirements Workbook for an Advanced Metering Infrastructure (AMI) system and installation services procurement by the City of Pasadena, California, for its water and electric utilities. The document establishes comprehensive technical specifications organized into multiple categories including administration, systems integration, system performance and reliability, software/firmware releases, service levels, security, network performance, equipment requirements, diagnostics, configuration, IoT applications, event/alarm management, endpoints, metering functions, and installation services. Requirements are designated as either Critical or Optional priority levels, with vendors responding through pull-down menu options indicating whether functionality is provided in the current base product, available in a future release, partially compliant, not provided, or not applicable. The workbook contains 306 distinct requirements spanning AMI headend system capabilities, communications network infrastructure, meter hardware specifications, field installation procedures, and integration with the City's Oracle C2M and Oracle Meter Data Management systems.

The requirements encompass sophisticated technical capabilities including 99% or greater success rates for interval reads within 24 hours, 98% success for daily register reads, support for advanced encryption standards with AES 256-bit encryption, SOC 2 Type 2 and ISO 27001 compliance, disaster recovery with maximum 8-hour recovery time objectives, and bi-directional communication capabilities. Water-specific requirements include detection and reporting of backflow events, high-flow leaks, low-flow leaks, and continuous flow leaks with configurable thresholds. Electric-specific requirements address voltage and current monitoring per phase, power quality analysis, time-of-use scheduling with at least four daily time bands, demand reset functionality, and remote disconnect capabilities. Installation services requirements mandate data capture through digital imagery with GPS coordinates, 100% validation of meter reads against photographs, submission of completed work orders within two business days, 1-to-10 supervisor-to-installer ratios, multilingual customer support, and a work order management system accessible to at least twelve utility staff members concurrently with CSV and Excel export capabilities.

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Instructions

Pasadena Water and Power
Technical Requirements Workbook
Instructions

• Proposer shall respond to each requirement on each tab (Green) based on the response options provided in the "Proposer Response" column via pull down menu. If additional explanation is required, proposer shall fill out the "Proposer Comment" column.

• A detailed description of each priority set by the utility is provided in the 'Priority' tab. The right is reserved to modify prioritization of requirements at any point and without notice to Proposers.

• A detailed description of each response option is provided in the 'Response Options' tab.

Priority

Pasadena Water and Power
Technical Requirements
Priority

Priority Description

CriticalThis function is of the highest priority to addressing current operational needs at the utility; however, solutions that do not have high priority items in the current base solution will not be disqualified.
OptionalThis function would be nice to have but does not present an immediate concern to the overall operational or implementation needs of the utility.

Response Options

Pasadena Water and Power
Technical Requirements
Response Options

Vendor Response Description

Current BaseThe function is provided in the base product today. No modification is required. The pricing proposed encompasses this function.
Future Base ReleaseThe function will be provided in a future base release that will be a general release within 18 months from submission of this response. No modification or customization is required, and no additional fees are needed for implementation. Vendor will indicate timing of when desired functionality will be available and make a statement of whether or not the vendor is agreeable to representing this function as a requirement in the final contract.
Partially ComplyThis function can be supported in some manner by: providing alternative functionality; implementing an additional module; or by modifying an existing screen, existing view, or existing report. The function would not cause a change in the system source code and would not break the system upgrade path. The pricing proposed encompasses this function. A comment must be given explaining how the solution partially complies.
Not ProvidedThis function is not provided by the vendor in the proposed solution. The pricing proposed does not encompass this function.
Not ApplicableThis function is not relevant due to the specifics of what is being proposed due to underlying technology differences (e.g., a requirement that would only apply to a cellular-based solution whereas the solution proposed is not cellular-based). Those requirements listing this response will be highly scrutinized for appropriateness, and the right is reserved to add or subtract points based on this response, at the discretion of the awarding body.

AMI FAN

IDCategoryCommodityPriorityRequirementsTypeRTMRF-BasedProposer ResponseProposer Comment
1AdministrationAllCriticalProvide administrator tools and a console for the administration and monitoring of the application.StandardYesNo
2Systems IntegrationAllCriticalBe capable of delivering the results of all received alarms, outages, and remote testing and diagnostic results to other systems in near-real time (within 30 seconds of receipt to the AMI headend).StandardYesNo
3Systems IntegrationAllCriticalBe able to initiate an on-demand read request through a real-time interface from another authorized system (i.e., MDMS, CIS, OMS).StandardYesNo
4Systems IntegrationAllCriticalSupport scheduled batch loading of meter events to other enterprise IT systems at a configurable frequency, but at least 4 times per day.StandardYesNo
5Systems IntegrationAllCriticalBe capable of securing and delivering register data, interval data, and logs from endpoints and communications network components at a configurable frequency, but at least 4 times per day.StandardYesNo
6Systems IntegrationAllCriticalSupport Common Information Model (CIM) structures, commercial enterprise application infrastructure interfaces, and service-oriented integration patterns for IT systems integration with the utility's CIS and other enterprise IT systems.StandardYesNo
7Systems IntegrationAllCriticalSupport Multi-Speak communication and protocols for integration with other enterprise IT systems.StandardYesNo
8System Performance and ReliabilityAllCriticalLog all configuration commands and results for a minimum of 90 days.StandardYesNo
9System Performance and ReliabilityAllCriticalSupport remote configuration of multiple endpoints in a batched mode, via user-defined batching.StandardYesNo
10System Performance and ReliabilityAllCriticalSupport remote configuration of all user-controllable endpoint parameters.StandardYesNo
11System Performance and ReliabilityAllCriticalRecord metrology data while communicating and during communication failures.StandardYesNo
12System Performance and ReliabilityAllCriticalAutomatically retry commands when a message is not acknowledged.StandardYesNo
13System Performance and ReliabilityAllCriticalTransmit and log the following information for each event: Event Timestamp, Event Type, AMI RF endpoint, and/or meter ID.StandardYesNo
14System Performance and ReliabilityAllCriticalBe capable of receiving and processing incoming meter data on a continuous basis.StandardYesNo
15System Performance and ReliabilityAllCriticalSecure register reads and interval data from unknown meters for which the system has not yet received notice of the AMI meter installation, and automatically store and process these reads once the meter data synchronization completes.StandardYesNo
16Software/Firmware ReleasesAllCriticalReport firmware upgrade status (successful or unsuccessful) to the AMI headend.StandardYesNo
17Software/Firmware ReleasesAllCriticalLog firmware download and upgrade attempts, failures, successes, reversions, etc., with timestamps.StandardYesNo
18Software/Firmware ReleasesAllCriticalContinue normal operation while downloading software/firmware upgrades until instructed to switch to the new version.StandardNoNo
19Software/Firmware ReleasesAllCriticalProvide a secure capability to perform meter program and firmware updates in the field without removing devices.StandardYesNo
20Software/Firmware ReleasesAllCriticalAccept and install firmware upgrades remotely (over-the-air) via the AMI system in a secure manner.StandardYesNo
21Software/Firmware ReleasesAllCriticalRetain all AMI Meter configuration and program settings, statuses, customer information, and event logs over a full software/firmware upgrade.StandardYesNo
22Software/Firmware ReleasesAllCriticalHave a rollback plan in place and communicate it to the Utility prior to any software upgrades.StandardYesNo
23Software/Firmware ReleasesAllOptionalAllow software releases to be scheduled at the Utility's discretion.StandardYesNo
24Software/Firmware ReleasesAllCriticalProvide release notes prior to updates.StandardYesNo
25Service LevelAllCriticalProvide, at no cost to the utility, additional network infrastructure to meet network performance SLAs if required beyond originally designed and confirmed by the propagation study.StandardYesNo
26Service LevelAllCriticalOffer 99.9% uptime for a SaaS or NaaS solution.StandardNoNo
27Service LevelAllCriticalMaintain less than 1.50% failure rate per annum for all network communications equipment over the extended operating life of the system.StandardNoNo
28Service LevelAllCriticalMaintain less than 0.50% failure rate per annum for all network communications equipment over the required operating life of the system.StandardNoNo
29Service LevelAllCriticalBe capable of securing a 95% success rate or greater of all interval reads transmitted within 24 hours of read timestamp, processed at the AMI headend, and available for other systems.StandardYesNo
30Service LevelAllCriticalBe capable of securing a 98% success rate or greater of daily register reads transmitted within 24 hours of read timestamp, processed at the AMI headend, and available for other systems.StandardYesNo
31Service LevelAllCriticalBe capable of securing a 99% success rate or greater of daily register reads transmitted within 72 hours of read timestamp, processed at the AMI headend, and available for other systems.StandardYesNo
32Service LevelAllCriticalBe capable of 99.5% on-demand read success executed within 60 seconds when issued to a single meter.StandardYesNo
33SecurityAllCriticalBe audited and certified under SOC 2 Type 2.StandardNoNo
34SecurityAllCriticalBe audited and certified under SOC 2 Type 1.StandardNoNo
35SecurityAllCriticalBe audited and certified under ISO 27001.StandardNoNo
36SecurityAllCriticalBe compliant to NISTIR 7628 Rev. 1.StandardNoNo
37SecurityAllCriticalOffer IP filtering for all applications and database access to the Vendor’s environment and to the cloud environment.StandardNoNo
38SecurityAllCriticalOffer authentication and authorization from the “utility's environment to the Vendor’s environment” and "Vendor’s environment to the cloud-hosted environment” enhanced with SSO and MFA.StandardNoNo
39SecurityAllCriticalFor systems hosted using third-party cloud services, such as AWS, offer a secured, logically separated IT environment in the cloud consistent with the AWS Security Compute Services Whitepaper.StandardNoNo
40SecurityAllCriticalOffer robust disaster recovery and business continuity solutions with a maximum 8 hours RTO (Recovery Time Objective) (i.e., in the event of a disaster, the services offered by the Vendor shall not exceed 8 hours of downtime).StandardNoNo
41SecurityAllCriticalSecurely encrypt utility's data during the operational process, hosted at rest, and the backup stage, at the Vendor's environment (including Vendor’s contracting organization’s environment).StandardNoNo
42SecurityAllCriticalSecurely transfer/process data between the utility and the Vendor's environment through SITE-TO-SITE VPN communication, enhanced with Multi-Factor Authentication (MFA).StandardNoNo
43SecurityAllCriticalProvide Network Layer IP filtering solutions to allow access only from the utility's IP address to the remote server environment (especially hosted for the utility).StandardNoNo
44SecurityAllCriticalProvide automated methods of preventing cross-site scripting (XSS) attacks or SQL injection attacks from compromising databases or software functions.StandardNoNo
45SecurityAllCriticalProvide a configurable 'choke' to restrict the maximum number of disconnect operations allowed concurrently or on a daily basis, including those disconnect requests transmitted via other systems.StandardYesNo
46SecurityAllCriticalReject messages/requests that are received from unauthorized systems or devices.StandardYesNo
47SecurityAllCriticalRestrict access to reconfiguration commands based upon user role.StandardYesNo
48SecurityAllCriticalSupport 2-factor authentication for system access.StandardYesNo
49SecurityAllCriticalLog unauthorized access attempts.StandardYesNo
50SecurityAllCriticalProvide access control mechanisms (i.e., Identification & Authentication) that prevent unauthorized access to information and resources.StandardNoNo
51SecurityAllCriticalProvide a security audit store that includes the date and time of the event, event type, subject identity, and the outcome (success or failure) of the event.StandardYesNo
52SecurityAllCriticalImplement mechanisms to audit and store all security-related events, including messages, access, and modification events, for 90 days.StandardYesNo
53SecurityAllCriticalSupport functions for secure device authentication, registration, and revocation of registration.StandardYesNo
54SecurityElectricCriticalSupport ANSI C12.19/C12.18/C12.22 cryptographic solutions, including clear text, plain text, and cipher text communication.StandardNoNo
55SecurityAllCriticalSupport configurable rolling encryption keys.StandardNoNo
56SecurityAllCriticalSupport Advanced Encryption Standard (AES) with 256-bit (or higher) end-to-end encryption.StandardNoNo
57SecurityAllCriticalImplement a configurable lockout mechanism for failed login/access attempts (minimum 3). This applies to the AMI headend application, meter and endpoint configuration products, field tool applications, meters, and endpoints.StandardYesNo
58SecurityAllCriticalLog invalid login attempts and retain 12 months of authentication logs, including both successes and failures.StandardNoNo
59SecurityAllCriticalDo not store personally identifiable customer information.StandardNoNo
60SecurityAllCriticalReceive and process data requests from other systems (e.g., MDMS, CIS, OMS).StandardYesNo
61Distribution AutomationElectricCriticalSupport prioritization of distribution automation traffic over standard metering traffic.Value-AddedYesNo
62Distribution AutomationElectricCriticalSupport communication, configuration, and control of fault indicators, line monitors, voltage/current sensors, capacitor bank controllers, line reclosers, switches, and voltage regulators.Value-AddedYesNo
63Remote DisconnectWaterOptionalAllow remote connect/disconnect operations to be initiated by authorized applications other than the AMI headend (e.g., MDMS, CIS, SCADA).Value-AddedYesNo
64Remote DisconnectWaterOptionalSupport the identification of emergency and critical needs customers based on CIS information to prevent remote meter/valve disconnect.Value-AddedYesNo
65Remote DisconnectWaterOptionalIdentify and report failed remote connect/disconnect operations.Value-AddedYesNo
66Remote DisconnectWaterOptionalEnable the retry of failed remote connect/disconnect operations on a configurable basis.Value-AddedYesNo
67Remote DisconnectWaterOptionalProvide the meter/valve disconnect switch state (i.e., open/closed) and last read after a remote connect/disconnect command is executed.Value-AddedYesNo
68Remote DisconnectWaterOptionalProvide the capability to perform an on-demand meter/valve remote connect/disconnect with a latency of no more than 10 minutes.Value-AddedYesNo
69Remote DisconnectWaterOptionalProvide the capability to perform meter/valve remote connect/disconnect operations.Value-AddedYesNo
70IoT ApplicationsElectricCriticalProvide a platform for distributed energy resources, demand response, load management, and distribution automation endpoint devices.Value-AddedYesNo
71IoT ApplicationsElectricOptionalProvide a platform for streetlight monitoring and control.Value-AddedYesNo
72IoT ApplicationsWaterOptionalProvide a platform capable of bi-directional communication from remote disconnect devices, including valves and/or meters.Value-AddedNoNo
73IoT ApplicationsWaterOptionalBe capable of transmitting and receiving data from water monitoring devices/sensors, such as those for pressure, temperature, lead detection, and water quality, at the headend.Value-AddedYesNo
74Network Performance and ReliabilityAllCriticalProvide coverage for 100% of the current meter population represented and cover infill areas within the bounds of the current meter footprint.StandardNoYes
75Network Performance and ReliabilityAllCriticalProvide redundant communication pathways such that there is no single point of failure if a network asset is rendered inoperable.CustomizedNoYes
76Network Performance and ReliabilityAllCriticalPerform data flow control after communication or power outages to prevent resource overload.StandardNoYes
77Network Performance and ReliabilityAllCriticalAutomatically select redundant communication paths if available.StandardNoYes
78Network Performance and ReliabilityAllCriticalUniquely identify all endpoints and communication devices on the system.StandardNoNo
79Network Performance and ReliabilityAllCriticalSupport full two-way communication from metering endpoint devices to the headend system.StandardNoNo
80Network Performance and ReliabilityAllCriticalSupport full two-way communication across the communications network (LAN, WAN, and Backhaul).StandardNoNo
81Network Performance and ReliabilityAllCriticalMeet all applicable Federal, State, and local regulatory requirements (including, but not limited to, Federal Communications Commission (FCC Title 47 C.F.R, Part 15 - Radio Frequency Devices), and applicable standards by the American National Standards Institute (ANSI)).StandardNoNo
82Network EquipmentAllCriticalProvide network equipment capable of connecting to main voltages ranging from 120V to 480V with a tolerance of +/- 10%.StandardNoYes
83Network EquipmentAllCriticalProvide network equipment that utilizes non-volatile memory for storing, collecting, transmitting, and retaining data.StandardNoYes
84Network EquipmentAllCriticalProvide network equipment that complies with electrostatic discharge conditions specified in 61000-4-2.StandardNoYes
85Network EquipmentAllCriticalProvide network equipment that complies with surge conditions specified in ANSI C37.90.1 and ANSI C62.41.StandardNoYes
86Network EquipmentAllCriticalProvide network equipment that complies with humidity conditions specified in ANSI 12.20 and 5.4.3.18.StandardNoYes
87Network EquipmentAllCriticalProvide network equipment that complies with operating shock conditions specified in IEC 68-2-27.StandardNoYes
88Network EquipmentAllCriticalProvide network equipment that complies with operating vibration conditions specified in IEC 68-2-6.StandardNoYes
89Network EquipmentAllCriticalProvide network equipment that operates in temperatures between -40 and +85 degrees Celsius.StandardNoYes
90Network EquipmentAllCriticalSupport backhaul communications on network infrastructure components, including Ethernet, fiber, and cellular.StandardNoYes
91Network EquipmentAllCriticalUtilize secure communications with all authorized systems and devices, including access ports, wireless communications (such as Bluetooth), field servicing tools, and communications to network infrastructure devices.StandardNoYes
92Network EquipmentAllCriticalProvide the ability to run on solar power for network components.StandardNoYes
93Network EquipmentAllCriticalProvide a battery backup for network components (collectors, repeaters, etc.) with a runtime of at least 24 hours.StandardNoYes
94Network EquipmentAllCriticalProvide notification of outage of network equipment.StandardNoYes
95Network EquipmentAllCriticalProvide reporting on backup battery level.StandardNoYes
96Network DiagnosticsAllCriticalSupport configurable alert levels and notifications based on the severity of detected issues and the number of affected endpoints.StandardYesNo
97Network DiagnosticsAllCriticalSend non-usage messages and alarms to the AMI headend containing a date/time stamp from the internal meter clock, message code/type, and meter identifier.StandardYesNo
98Network DiagnosticsAllCriticalExport meter data upon request and provide capabilities to export log data.StandardYesNo
99Network DiagnosticsAllCriticalProvide on-demand reports containing key diagnostics and statistics from endpoints, devices, and field communication network elements, including event/transaction status reports, trouble reports, and additions/removals.StandardYesYes
100Network DiagnosticsAllCriticalLog the results of all remote testing and diagnostic activities and any automatic actions taken based on those results.StandardYesYes
101Network DiagnosticsAllCriticalProvide mechanisms for remotely correcting system/component issues, including the ability to remotely recycle (or restart) a component.StandardYesYes
102Network DiagnosticsAllCriticalRemotely detect network communication issues, including loss of redundant communication paths, diminishing signal strength, or poor performance.StandardYesYes
103Network DiagnosticsAllOptionalProvide managed services from a vendor-operated remote Network Operations Center for a hosted solution. Managed services will include, at a minimum, alerting of network health issues and remote troubleshooting services for network component maintenance/repair.StandardYesYes
104Network DiagnosticsAllCriticalSupport a remotely or locally initiated test for communication connection status. Local diagnostics will include the capability to perform a “ping” and obtain network interface and link information, network association status, and signal level status.StandardYesYes
105Network DiagnosticsAllCriticalMake diagnostic log information available on-demand or through regular reporting.StandardYesYes
106Network DiagnosticsAllCriticalLog communication performance and report it regularly.StandardYesYes
107Network DiagnosticsAllCriticalDetect, log, and report microprocessor failure.StandardYesYes
108Network DiagnosticsAllCriticalDetect, log, and report excessive device temperature.StandardYesYes
109Network DiagnosticsAllCriticalDetect, log, and report communication link failure.StandardYesYes
110Network DiagnosticsAllCriticalDetect, log, and report power supply or battery failure/degradation.StandardYesYes
111Network DiagnosticsAllCriticalDetect, log, and report program or memory failure.StandardYesYes
112Network ConfigurationAllCriticalDisplay and log communication network check results on all installed interfaces.StandardYesYes
113Network ConfigurationAllCriticalDisplay and log configuration parameters.StandardYesYes
114IoT Interfaces and GatewaysAllOptionalHave the ability to use an alternate method for capturing sampling reads when unable to do so using the fixed network.Value-AddedYesNo
115IoT Interfaces and GatewaysAllOptionalHave the ability to time-stamp and align sampling intervals as follows: a) for hourly intervals, on the hour; b) for 15-minute intervals, on the 15, 30, 45, and 60-minute clock positions.Value-AddedYesNo
116IoT Interfaces and GatewaysAllOptionalSupport configurable data sampling intervals, with a minimum of 15-minute intervals.Value-AddedYesNo
117IoT Interfaces and GatewaysAllOptionalBe capable of sending all stored data over the AMI network when queried by an on-demand data request.Value-AddedYesNo
118IoT Interfaces and GatewaysAllOptionalBe capable of receiving configuration changes and on-demand data requests over the AMI network for third-party devices.Value-AddedYesNo
119IoT Interfaces and GatewaysAllOptionalBe designed to have a failure rate of less than 0.5% per year.Value-AddedYesNo
120IoT Interfaces and GatewaysAllOptionalBe designed and constructed, excluding its replaceable battery, to have a life expectancy of at least 5 years.Value-AddedYesNo
121IoT Interfaces and GatewaysAllOptionalStore hourly sampled data, including date and time stamps, for a minimum of 45 days in module memory.Value-AddedYesNo
122IoT Interfaces and GatewaysAllOptionalBe capable of transmitting all collected sensor data over the AMI network at configurable intervals, with a minimum of hourly.Value-AddedYesNo
123IoT Interfaces and GatewaysAllOptionalBe battery powered.Value-AddedNoNo
124IoT Interfaces and GatewaysAllOptionalRead digital sensor inputs.Value-AddedYesNo
125IoT Interfaces and GatewaysAllOptionalRead at least one 4-20 mA, 2-wire analog input from a sensor device.Value-AddedYesNo
126Event/Alarm ManagementAllOptionalBe able to display events and alarms on a map view.StandardYesNo
127Event/Alarm ManagementWaterCriticalDetect, timestamp, and report backflow events.StandardYesNo
128Event/Alarm ManagementWaterCriticalDetect, timestamp, and report high flow leaks or burst events based on a nominal value threshold.StandardYesNo
129Event/Alarm ManagementWaterCriticalDetect, timestamp, and report low-flow leaks where some intervals may be zero.StandardYesNo
130Event/Alarm ManagementWaterCriticalDetect, timestamp, and report continuous flow leaks based on a nominal value threshold.StandardYesNo
131Event/Alarm ManagementElectricCriticalMonitor the voltage of individual meters and allow comparisons of voltage between meters, including meters placed at the start of feeders or at transformers.StandardYesNo
132Event/Alarm ManagementElectricCriticalMonitor voltage, current per phase, and phase angles to detect incorrect polarity per phase or incorrect phase sequencing on poly-phase meters.StandardYesNo
133Event/Alarm ManagementElectricCriticalBe capable of configuring an alarm to be sent based on a defined number of sag/swell cycles.StandardYesNo
134Event/Alarm ManagementElectricCriticalDetect, date, and time-stamp voltage deviation events, such as high/low voltages, sags, and swells, with durations and magnitudes defined by programmable thresholds.StandardYesNo
135Event/Alarm ManagementElectricCriticalDetect, timestamp, and report the restoration of power, defined as the presence of line-side voltage within some percentage of nominal voltage for more than a programmable number of continuous seconds (nominally 60 seconds).StandardYesNo
136Event/Alarm ManagementElectricCriticalDetect, timestamp, and report the loss of power, defined as the reduction of line-side voltage by at least some percentage of nominal voltage for a programmable number of continuous seconds (nominally 60 seconds).StandardYesNo
137Event/Alarm ManagementAllCriticalDetect and log access by any field device (e.g., optical port, Bluetooth connection, etc.).StandardNoNo
138Event/Alarm ManagementAllCriticalAutomatically resend event notifications until the message is acknowledged by the AMI headend.StandardYesNo
139Event/Alarm ManagementAllCriticalBe capable of reporting low-priority messages within one-hundred twenty seconds 90% of the time.StandardYesNo
140Event/Alarm ManagementAllCriticalBe capable of reporting medium-priority messages within sixty seconds 90% of the time.StandardYesNo
141Event/Alarm ManagementAllCriticalBe capable of reporting high-priority messages within thirty seconds 90% of the time.StandardYesNo
142Event/Alarm ManagementAllCriticalSupport the ability to configure whether an event/alarm is transmitted instantaneously or with a regularly scheduled batch of readings and event data.StandardYesNo
143Event/Alarm ManagementAllCriticalSupport user-defined prioritization of events to allow critical traffic to take priority.StandardYesNo
144Event/Alarm ManagementAllCriticalSupport user-defined local thresholds (i.e., thresholds by individual meter or batch of meters) for alarms/events based on nominal values.StandardYesNo
145Event/Alarm ManagementAllCriticalSupport user-defined global thresholds (i.e., thresholds for all meters) for alarms/events based on nominal values.StandardYesNo
146Event/Alarm ManagementAllCriticalDetect, timestamp, and report reverse flow on meters not operating as net or bi-directional meters.StandardYesNo
147Event/Alarm ManagementAllCriticalDetect, timestamp, and report rollover events.StandardYesNo
148Event/Alarm ManagementAllCriticalDetect, timestamp, and report stopped/dead/non-registering meters.StandardYesNo
149Event/Alarm ManagementElectricCriticalDetect, timestamp, and report meter tilt/tamper for meters with the capability to detect tilt.StandardYesNo
150Event/Alarm ManagementAllCriticalDetect, timestamp, and report the removal of an endpoint (cut wire).StandardYesNo
151Event/Alarm ManagementAllCriticalAllow for configuration or custom events or alarms based on analytics or calculations (e.g., continuous consumption) rather than a report.StandardYesNo
152Event/Alarm ManagementAllCriticalStore all events and alarms for display to the user and for analysis using queries and reports.StandardYesNo
153Event/Alarm ManagementAllCriticalHave the ability to forward selected events or alarms, once received, to another application as necessary to support distribution operations and monitoring.StandardYesNo
154Event/Alarm ManagementAllOptionalProvide a mechanism to automatically communicate a certain event and/or alarm to designated recipients via SMS.StandardYesNo
155Event/Alarm ManagementAllCriticalProvide a mechanism to automatically communicate a certain event and/or alarm to designated recipients via email.StandardYesNo
156Event/Alarm ManagementAllCriticalBe configurable to analyze received events and alarms and initiate the creation of service orders or other exceptions.StandardYesNo
157Event/Alarm ManagementAllCriticalIdentify or flag events/alarms that require further investigation or field resolution.StandardYesNo
158EndpointsWaterCriticalKeep time even if there is no communication with the AMI system.StandardYesNo
159EndpointsWaterCriticalProvide security/authentication for local AMI meter data exchange to ensure that data exchanges can only be executed by authorized users or users authorized with designated field tools.StandardNoNo
160EndpointsWaterCriticalSupport local data exchange of all AMI communications data and logs.StandardNoNo
161EndpointsWaterCriticalBe supplied with a scannable bar code label affixed to the endpoint.StandardNoNo
162EndpointsWaterCriticalBe rated for performance of at least IP68 conditions or better.StandardNoNo
163EndpointsWaterCriticalBe designed and constructed to have a life expectancy of at least 20 years.StandardYesNo
164EndpointsWaterCriticalStore interval data and daily read data, including date and time stamps, for a minimum of 45 days in module memory for 15-minute interval data.StandardYesNo
165EndpointsWaterCriticalBe designed to have a failure rate of less than 0.5% per year.StandardNoNo
166EndpointsWaterCriticalReport an estimate battery life through voltage measurements.StandardNoNo
167EndpointsAllCriticalProvide a means for extracting stored data directly from the device in the event of network communications or equipment failure.StandardYesNo
168EndpointsWaterOptionalHave the ability to capture reads via an alternate method when unable to do so using the fixed network.StandardYesNo
169EndpointsWaterCriticalHave the ability to time-stamp and align intervals in accordance with: a) for hourly intervals, on the hour; b) for 15-minute intervals, on the 15, 30, 45, and 60-minute clock positions.StandardYesNo
170EndpointsWaterCriticalBe capable of configuring endpoints to deliver either hourly or 15-minute interval reads.StandardYesNo
171TOUElectricOptionalBe capable of exporting TOU register readings along with interval data and other register readings.Value-AddedYesNo
172TOUElectricOptionalBe capable of retrieving and storing TOU registers.Value-AddedYesNo
173TOUElectricOptionalBe capable of implementing over-the-air updates of TOU schedules to electric meters belonging to specific program groups.Value-AddedYesNo
174TOUElectricOptionalSupport at least 4 separate daily time bands for TOU schedules (e.g., on peak, off peak, mid peak, and shoulder peaks).Value-AddedYesNo
175TOUElectricOptionalProvide the capability to create and maintain Time of Use schedules (at least 10) for enabling and updating TOU schedules in electric meters.Value-AddedYesNo
176Remote DisconnectElectricOptionalBe available with a button or lever to enable the service disconnect switch to close when the "Arm to Connect" option is used for reconnecting service remotely for residential meters.Value-AddedYesNo
177Remote DisconnectElectricOptionalBe available with an optional service disconnect switch capable of interrupting up to 320 amps.Value-AddedYesNo
178Remote DisconnectElectricOptionalBe available with an optional service disconnect switch capable of interrupting up to 200 amps for residential meters (Form 2S class 320 meters excepted).Value-AddedYesNo
179Load LimitingElectricOptionalBe able to send an acknowledgement of the current state of load limiting status for load-limiting supported meters.Value-AddedYesNo
180Load LimitingElectricOptionalBe able to accept and process a remote load limiting command from the AMI Head-end system for load-limiting supported meters.Value-AddedYesNo
181Load LimitingElectricOptionalHave the ability to support current/load limiting functionality for residential disconnect meters.Value-AddedYesNo
182Electric MetersElectricOptionalBe available with an optional grid edge applications.Value-AddedYesNo
183Electric MetersElectricCriticalKeep time even if there is no communication with the AMI system.StandardYesNo
184Electric MetersElectricCriticalProvide electric meters with FLEX-TITE ULTIMATE AMI Jointed Meter Locking Ring, color-coded green or blue based on self-contained or instrument-rated meters, respectively.CustomizedNoNo
185Electric MetersElectricCriticalProvide blue electric meter seals with a barcode and “PWP AMI” imprinted on it.CustomizedNoNo
186Electric MetersElectricCriticalProvide security/authentication for local AMI meter data exchange to ensure that data exchanges can only be executed by authorized users or users authorized with designated field tools.StandardYesNo
187Electric MetersElectricCriticalProvide a field tool and related software for diagnostic purposes, enabling the downloading of register and interval data from meters/endpoints as well as updating meter programs and firmware.StandardYesNo
188Electric MetersElectricCriticalProvide an electronic vendor meter inventory file with meter deliveries.StandardYesNo
189Electric MetersElectricCriticalBe supplied with a scannable manufacturer serial number bar code label, including the electric meter number, affixed to the meter faceplate.StandardYesNo
190Electric MetersElectricCriticalProvide an event denoting the date and time when field access was performed or attempted.StandardYesNo
191Electric MetersElectricCriticalProvide an instantaneous voltage reading on demand and maximum/minimum voltage readings for interval data.StandardYesNo
192Electric MetersElectricCriticalProvide an instantaneous amperage reading on demand and maximum amperage for interval data.StandardYesNo
193Electric MetersElectricCriticalProvide phase angle measurements, both positive (leading angle) and negative (lagging angle), for three-phase meters.StandardYesNo
194Electric MetersElectricCriticalBe capable of identifying service type/form factor.StandardYesNo
195Electric MetersElectricCriticalStore interval data and daily read data, including date and time stamps, for a minimum of 45 days in module memory for 15-minute interval data.StandardYesNo
196Electric MetersElectricCriticalProvide amperage per phase.StandardYesNo
197Electric MetersElectricCriticalProvide voltage per phase.StandardYesNo
198Electric MetersElectricCriticalFor commercial meters, provide load profile register/interval data for the following units of measure in configurable 5, 15, 30, and 60-minute intervals with time stamps: max demand, kVAR, PF, kWh delivered, kWh received, kW delivered, kW received, kVARh delivered, kVARh received, kVA delivered, and voltage.CustomizedYesNo
199Electric MetersElectricCriticalFor bellwether metering to support conservation voltage reduction, support 1-minute voltage profiling transmitted in 5-minute intervals.Value-AddedYesNo
200Electric MetersElectricCriticalFor residential meters, provide load profile register/interval data for the following units of measure in configurable 15, 30, and 60-minute intervals with time stamps: max demand, kVAR, PF, kWh delivered, kWh received, kW delivered, kW received, kVARh delivered, kVARh received, kVA delivered, and voltage.CustomizedYesNo
201Electric MetersElectricCriticalBe available to retrofit with a KYZ pulse output board without limiting AMI functionality for three-phase meters.StandardYesNo
202Electric MetersElectricCriticalBe able to support remote configuration of the kW read interval.StandardYesNo
203Electric MetersElectricCriticalBe able to support remote configuration of the kWh read interval.StandardYesNo
204Electric MetersElectricCriticalBe capable of operating at its maximum rated load without overflowing the interval data counter, regardless of the selected interval length.StandardYesNo
205Electric MetersElectricCriticalLog a date/time stamped event when an operation occurs, with a message to communicate success or failure, for meters with service disconnect switches.StandardYesNo
206Electric MetersElectricCriticalPerform a diagnostic self-test upon startup and, in the event of errors or warnings, report the error on the meter display and provide notification back to the AMI headend.StandardYesNo
207Electric MetersElectricCriticalHave sensors to detect hot socket/overvoltage and temperature.StandardYesNo
208Electric MetersElectricCriticalSupport bi-directional (net) electric flow metering for the measurement and collection of delivered and received real and reactive energy consumption, demand, interval data, and time of use.StandardYesNo
209Electric MetersElectricCriticalSupport configurable display registers with at least 6 digits plus 2 decimals.StandardYesNo
210Electric MetersElectricCriticalReport power factor at the time of each: peak kW, peak kVA, and peak kVAR.StandardYesNo
211Electric MetersElectricCriticalProvide a time stamp with the peak demand recorded for the period set in the metrology of the meter, for demand-enabled meters.StandardYesNo
212Electric MetersElectricCriticalDeliver the daily peak demand value and reset the demand register after midnight each day.Value-AddedYesNo
213Electric MetersElectricOptionalBe able to accept and process a remote demand reset command from the AMI headend system >99% of the time.StandardYesNo
214Electric MetersElectricOptionalRemotely reset the meter peak demand register on the scheduled day for off-cycle events, such as move-in or move-out.StandardYesNo
215Electric MetersElectricOptionalAutomatically reset the meter peak demand register on the billing cycle date, configurable to the utility's billing calendar.StandardYesNo
216Electric MetersElectricCriticalBe configurable to record 5-minute, 15-minute, 30-minute, and 60-minute demand values, either on a block or rolling basis.Value-AddedYesNo
217Electric MetersElectricCriticalSend acknowledgement to the AMI headend when the demand reset function has been performed, along with the time stamp of the reset.StandardYesNo
218Electric MetersElectricCriticalProvide "lasp gasp" transmission for outages.StandardYesNo
219FunctionalityElectricCriticalSupport a configurable parameter for differentiating between a sustained outage (e.g., one minute or greater) and a blink outage (e.g., < 1 minute).StandardYesNo
220FunctionalityAllCriticalSupport an 8-digit length serial number for meters or endpoints.StandardYesNo
221FunctionalityAllCriticalSupport a variety of registers with up to 9 digits on the register read.StandardYesNo
222FunctionalityAllCriticalSupport the ability to export report and query data in CSV, SQL, Excel, XML, TXT, or other flat-file formats.StandardYesNo
223FunctionalityAllOptionalProvide the capability to assign internal user-specific screen presentation criteria (i.e., personalized home dashboard) based on user sign-in (role-based presentation).Value-AddedYesNo
224FunctionalityAllCriticalProcess leap year changes across system devices.StandardYesNo
225FunctionalityAllCriticalProcess Standard Time and Daylight Savings Time changes across system devices.StandardYesNo
226FunctionalityAllCriticalLog each instance when an event message has been sent to an AMI component, but no acknowledgement is received within the configured time frame.StandardYesNo
227FunctionalityAllCriticalLog all messages sent to and received from all AMI components, including message date/time, event/message type identifier, and source/target(s) identifier.StandardYesNo
228FunctionalityAllCriticalTrack devices with missing data due to failed or incomplete communications and provide an automatic retry process to ensure multiple efforts are made to capture missing interval data for endpoints.StandardYesNo
229FunctionalityAllCriticalBe able to distinguish between a missing interval and zero consumption and provide reporting capability for missing data or gaps.StandardYesNo
230FunctionalityAllCriticalBe capable of performing on-demand read requests to retrieve events, usage, and register data.StandardYesNo
231GeneralAllCriticalProvide a minimum of 12 months of online storage for all AMI endpoint data collected.StandardNoNo
232GeneralAllCriticalHave a non-proprietary database file structure that is ODBC-compliant and SQL-compliant, provided by a standard commercial database supplier.StandardNoNo
233GeneralAllCriticalProvide context-sensitive system documentation for online user help.StandardYesNo
234GeneralAllCriticalProvision separate production and test environments, both fully integrated, for the AMI headend system for the duration of the contract.CustomizedYesNo
235GeneralAllCriticalProvide separate production and test environments, both fully integrated, for the AMI headend system prior to go-live.CustomizedYesNo
236AdministrationAllCriticalHave the capability to automatically perform a last read of interval and register data before a configuration update is performed.StandardYesNo
237AdministrationAllCriticalSupport automatic and/or programmatic discovery of communications equipment (repeaters, collectors/concentrators, etc.).StandardYesYes
238AdministrationAllCriticalSupport automatic discovery of all new endpoint devices.StandardYesNo
239AdministrationElectricCriticalSupport power status verification for electric meters by meter/customer or batch of meters/customers, via the user interface.StandardYesNo
240AdministrationAllCriticalBe capable of remotely correcting system/component problems, including the ability to remotely recycle (or restart) a component.StandardYesYes
241AdministrationAllCriticalBe capable of remotely detecting network communications problems, including loss of redundant communications pathways, diminishing signal strength, or poor interval performance.StandardYesYes
242AdministrationAllCriticalSupport centralized remote management, monitoring, graphical monitoring, and control of all endpoint hardware.StandardYesNo
243AdministrationAllCriticalSupport centralized remote management, monitoring, graphical monitoring, and control of all network hardware.StandardYesYes
244AdministrationAllCriticalCollect all interval data and logs from meters and communications network components at a configurable frequency, but at least once per day.StandardYesNo
245AdministrationAllCriticalHave the ability to archive and purge data according to a data strategy.StandardNoNo
246AdministrationAllCriticalProvide tools or applications for users to create and export custom reports.StandardYesNo
247AdministrationAllCriticalProvide export of all interval and register usage data, alarms, and events.StandardYesNo
248GeneralAllCriticalAccept and store customer account and meter data characteristics (e.g., Meter ID, Parcel ID, account number, account address, etc.) according to the CIS data structure.StandardYesNo
249GeneralWaterCriticalSupport the units of measure: cubic feet.CustomizedYesNo
250GeneralElectricCriticalSupport the units of measure (delivered and received): kW, kWh, kVAR, kVARh, PF, max demand, voltage, kVA.CustomizedYesNo
251Event/Alarm ManagementAllCriticalProcess meter-related issues, including, at a minimum: meters with missing reads and unknown meters.StandardYesNo
252Event/Alarm ManagementAllCriticalProcess consumption-related issues, including, at a minimum: meter rollover, consumption on a vacant account, zero consumption on an active account, and high and low usage.StandardYesNo
253Event/Alarm ManagementAllCriticalAllow for the configuration of high and low usage exception thresholds.StandardYesNo
254Event/Alarm ManagementAllCriticalAllow high and low usage exception thresholds to be set based on customer parameters (e.g., customer class).StandardYesNo
255Event/Alarm ManagementAllOptionalAllow for tolerances in the high and low usage exception thresholds based on weather.StandardYesNo
256Event/Alarm ManagementAllCriticalAllow for configurable event notifications based on business rules (e.g., if a meter has not generated reads within X number of days).StandardYesNo
257AdministrationAllCriticalAccept register reads via manual entry.StandardYesNo
258AdministrationAllCriticalAllow for configuration by an authorized user, without the need for new code development, for the following validation parameters: type of service, meter type, customer, customer group, billing cycle, and rate category.StandardYesNo
259AdministrationAllCriticalProcess Daylight Savings Time changes.StandardYesNo
260AdministrationAllCriticalTrack meter events by billing account (e.g., flags, relocation, reconfiguration, tampering, etc.).StandardYesNo
261BillingAllCriticalAlign billing usage to start on the same date each month for coincident billing (i.e., align with the billing period and billing calendar set at the utility).StandardYesNo
262BillingAllCriticalUpon request by the CIS for specified accounts and start/end dates, provide the configured billing determinants for each account.StandardYesNo
263BillingAllCriticalProvide a tool to analyze and classify customers based on actual usage patterns, rather than nominal customer class.StandardYesNo
264BillingAllCriticalStore raw reads, validated (via VEE) reads, and calculated billing determinants.StandardYesNo
265BillingAllCriticalAllow export of raw reads, VEE reads, and calculated billing determinants in a standard file format (e.g., CSV, XLS, etc.).StandardYesNo
266BillingElectricCriticalIf daily demand is reset at the electric meter, for each billing request for rates with a demand determinant, select the highest daily demand value for the billing period, for the specified meter, and deliver the demand value and corresponding date.StandardYesNo
267AdministrationAllCriticalValidate newly provisioned AMI meters to ensure they are properly configured and communicating correctly.StandardYesNo
268ReportingElectricOptionalSupport net metering by combining separate service and production meter readings for a solar account.StandardYesNo
269VEEAllOptionalHave the ability to automatically validate register reads and interval data received from AMI meters to identify missing or invalid data using configurable validation rules.StandardYesNo
270VEEAllOptionalHave the ability to automatically estimate missing or invalid register reads and interval data using configurable estimation rules.StandardYesNo
271VEEAllOptionalClearly identify any sets of reads or data requiring manual verification or editing to the user.StandardYesNo
272VEEAllOptionalProvide a user interface and tools for viewing, verifying, and modifying register reads and interval data.StandardYesNo
273VEEAllOptionalReceive, process, and store register reads and interval data from AMI meters where data was previously identified as missing and estimated, without deleting any previously received or estimated data.StandardYesNo
274VEEAllOptionalHave the ability to identify scenarios where estimated data is used for billing and, subsequently, actual read data is received, ensuring both the estimate and actual are stored.StandardYesNo
275VEEAllOptionalDo not overwrite, replace, or version valid data with estimated data unless the replacement occurs through a manual process.StandardYesNo
276VEEAllOptionalIdentify reads or data that require manual verification or editing and provide a user interface for verifying and modifying register reads and interval data, with an audit trail of all changes.StandardYesNo
277VEEAllOptionalHave the ability to receive, process, and store reads from external sources (e.g., MV-90, manually captured reads, etc.).StandardYesNo
278VEEAllOptionalHave the ability to assign VEE rule sets to each data channel to enable different VEE behavior for different data channels.StandardYesNo
279VEEAllOptionalSupport the modification of existing VEE rules or creation of new VEE rules.StandardYesNo
280VEEAllOptionalEstimate interval data based on the characteristics of the meter.StandardYesNo
281OperationsAllOptionalBe capable of creating a service request to CIS or a work management system based on meter events and alarms received.StandardYesNo

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