Sole-Source - Itron Managed Services.pdf

pg. 1

FINDINGS TO SUPPORT

EXEMPTION FROM BIDDING-SOLE SOURCE

DATE:

REQUESTOR _________ DEPT: ______________

ESTIMATED COST: $ _________

TYPE OF PURCHASE: ________________________________________________________

Sole Source Procurements are unusual and should be considered an exception, as they are the most likely procurement method to receive a protest. A protest may be issued in accordance with OAR 137047-0710.

In accordance with ORS 279B.075, NWCPUD may award a contract for goods or services without competition when the General Manager and/or his designees, after reviewing findings of fact, determines that the goods or services or class of goods or services, are allowable as sole-source and exempt from bidding. Determination must be based on written findings that may include:

(a) ☐That the efficient utilization of existing goods requires the acquisition of compatible goods or services;

(b) ☐That the goods or services required for the exchange of software or data with other public or private agencies are available from only one source;

(c) ☐That the goods or services are for use in a pilot or an experimental project;

or

(d) ☐Other findings that support the conclusion that the goods or services are available from only one source, or

(f) ☐Contracts for any item which is available only through one company, firm, or individual.

(g) ☐Otherwise excluded under 6.5.1 of Rules and Policy document.

7/20/2026

Saria Allen Enterprice Operations 93,057.00

Endpoint and Network Management for Itron's Open Way Collection Manager

Docusign Envelope ID: 45E95FFD-3FC9-82A9-8377-79D549C0C202

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Description of Findings:

Itron is the Districts existing Advanced Metering Infrastructure (AMI) system provider. The District is acquiring managed services from Itron to maintain, support, and optimize its existing AMI system. As the owner of the proprietary software, Itron has exclusive access the system architecture, direct access to product resources, software updates, and technical support tools necessary to ensure the continued reliability, performance, and security of the AMI system.

Due to the managed services being specific to Itron's proprietary solution, no other vendor can provide direct support, maintenance, and system management.

Docusign Envelope ID: 45E95FFD-3FC9-82A9-8377-79D549C0C202

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Findings Notated by:_________________________________________Date: ______________

Second Signature: __________________________________________ Date: _____________

Threshold FINDINGS

NOTATION

PURCHASE

APPROVAL

Process

Under $25,000

N/A N/A Small Procurement process. Does not require review or approval.

$25,001 up to

$250,000

GM, AGM,

CFO, Director of Corp.

Services, COO

Any additional signature from

GM, AGM,

CFO, Director of Corp.

Services, COO.

1. Document findings of sole source determination.

2. Submit document findings for approval by Purchasing.

3. Post public notice 7 days.

4. Over 50k, submit contract to the Chief Legal Officer for approval.

>250k GM, AGM, CFO

Requires CRB Approval and Public Notice

(7) Days prior to executing contract.

1. Document findings of sole source determination.

2. Submit documented findings for approval from Purchasing.

3. Post public notice 7 days.

4. Obtain CRB Approval

5. Submit contract to the Chief Legal Officer for approval.

Protest must be submitted within seven (7) calendar days after issuance of the Public Notice. The

District will not execute the Contract until the protest period has expired or any protest has been resolved.

Docusign Envelope ID: 45E95FFD-3FC9-82A9-8377-79D549C0C202

7/21/2026COO

General Manager & CEO 7/21/2026 https://www.oregon.gov/das/OPM/Pages/small.aspx