SOQ_P&D_Engineers_New_Smyrna_Beach.pdf

Statement of Qualifications for RSQ #10-22 Electrical Engineering Services

April 19, 2022

Presented to:

Maureen Lynch, CPPB Procurement Manager

Utilities Commission, City of New Smyrna Beach, FL 200 Canal Street New Smyrna Beach, FL 32168

Presented by:

Anthony Hanson, PE ahanson@pdengineers.com

Arizona | Georgia | Tennessee | Texas | Virginia pdengineers.com | (770) 453-1410 mailto:ahanson@pdengineers.com

Statement of Qualifications New Smyrna Beach RSQ 10-22 – Electrical Engineering

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Table of Contents

Introduction to P&D

The P&D Advantage – Our Team

Electrical Services and Solutions

Civil Services and Solutions

Additional Services

Project Understanding

Project Management Approach

Representative Team Organization Chart

Resource Availability

Financial Stability / Insurance / Occupational License

Firm Experience

Project Profiles Client References Representative Client List

Attachments

Signed Addendum No. 1 P&D Project Profiles P&D Team Resumes Sample Certificate of Insurance

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April 19, 2022

Maureen Lynch, CPPB Utilities Commission, City of New Smyrna Beach, FL 200 Canal Street New Smyrna Beach, FL 32168

Subject: Statement of Qualifications for RSQ #10-22

Ms. Lynch:

Patterson & Dewar Engineers, Inc. (P&D) is pleased to present to the City of New Smyrna Beach (NSB) our firm’s qualifications to provide electrical engineering services for the planning, design, and construction of substation, transmission, and distribution facilities. Our collective experience and dedicated focus on the electrical utility market distinctly qualify us to assist NSB with engineering and general consulting services.

Our business is straightforward – P&D is an employee-owned company that specializes in designing and evaluating vital power delivery infrastructures. We truly understand the challenges our utility clients face when financing and delivering services. This focus allows us to be selective about the projects we pursue, the clients we serve, and the employees we recruit to build value-driven relationships that last a lifetime.

Established in 1947, P&D is a niche firm with a history rooted in serving cooperative and municipal electric utilities in the south. P&D’s cross-functional teams focus their attention on clients who enjoy direct access to knowledgeable engineers, designers, and technical staff who treat your project as if it were their own. For 70+ years, we’ve stayed the course and learned how and when to bring on new clients whose needs align with our strengths and availability.

P&D is very familiar with the Florida utility environment. We are currently working with Florida Municipal Power Agency (FMPA) under a Master Services Agreement for various engineering services across FMPA’s membership, as well as with several other cooperatives and municipals across the state. P&D offers the technical expertise, bench strength, and responsiveness needed to execute your projects effectively. We are committed to working with NSB in developing execution plans. Our design and implementation processes will minimize the burden on NSB personnel while ensuring that projects are completed successfully, on time, and on budget.

If you have any questions about this proposal, or would like further information about P&D, feel free to contact me at 615-838-4197. Thank you for this opportunity.

Sincerely, Patterson & Dewar Engineers, Inc.

P. Anthony Hanson, P. E.

Principal Engineer ahanson@pdengineers.com mailto:ahanson@pdengineers.com

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Introduction to P&D Patterson & Dewar Engineers, Inc. (P&D) provides engineering, land surveying, and construction management services to clients from our offices in Arizona, Georgia, Tennessee, Texas, and northern Virginia. We are an employee-owned firm that offers a wide range of services to clients across the country and around the world.

Rated one of the best places to work by our employees in the Atlanta Journal Constitution’s Top Workplaces survey, P&D employs staff who are genuinely committed to our company. Over 89% of eligible employees own stock and 60+ team members have been serving clients at P&D for more than 10 years. We deliver quality-assured engineering services, bankable expertise, and results-oriented solutions. But more than that, we are a cohesive and collaborative team of talented people united by a common mission:

Champion a servant leadership mentality to create strong personal relationships, client success, and employee satisfaction.

P&D is a niche firm, adept at addressing the challenges our clients face while crafting enduring relationships and remaining responsive to their needs. We purposefully seek clients that are a cultural fit, then cultivate high-value partnerships by serving as an extension of their teams. We are especially honored by the long-term relationships we maintain with our clients, some of whom have depended on us for decades. We approach each project with an unyielding commitment to excellence and integrity; these guiding principles make us a trusted ally to the clients we proudly serve.

Office Locations Arizona 1525 North Hayden Road, Suite 100 Scottsdale, AZ 85257

Georgia (Corporate HQ) 850 Center Way Norcross, GA 30071

Tennessee 1531 Hunt Club Blvd, Suite 200 Gallatin, TN 37066

Texas 15924 Midway Rd Addison, TX 75001

Virginia 4511 Daly Drive, Suite I Chantilly, VA 20151

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The P&D Advantage – Our Team What truly distinguishes P&D from other firms is the team of dedicated, experienced, and knowledgeable professionals we have been fortunate enough to attract and retain. Our people are our most valuable asset. Many of our talented professionals have spent their entire careers serving P&D’s clients. Others who began their careers elsewhere now broaden our collective expertise, and our recent grads and interns provide enthusiasm and fresh perspectives that fuel innovation and teamwork. Together, our employees offer a deep pool of technical experience to draw from, and our in-house and field training programs help us sustain our tradition of excellence and continue to serve our clients’ evolving needs for generations to come.

Our Vision: To be our client’s first choice by empowering each employee to provide reliable solutions drawing on decades of technical expertise.

We created our employee development program, titled “The Employee Journey,” specifically to meet the needs of our people and to provide them with the support that they need to continue to grow and develop their technical skills as well as leadership and other soft skills. With both online and in-person training, P&D provides our employees with flexible avenues to progress professionally. Employee development is a long-term initiative, but it also leads to short-term benefits like increased loyalty and improved performance and engagement. We focus on making growth a priority because growth compounds and accelerates as you remain intentional about it.

We foster a collaborative culture where managers and staff routinely work side-by-side in the office and the field. This model allows us to share knowledge and experience blended with lessons learned and new ideas to strengthen the team and enrich the customer experience.

Senior Leaders

Whether during the onboarding process with new employees or with new leaders, mentoring others is both valuable and rewarding. We believe in that value, which is why we have a formal mentoring program for all new employees and newly promoted leaders. Each is assigned a trained mentor who provides guidance, advice, and support during the transitioning process.

Since we hire the best people, we want to ensure that we are setting them up for sustained success with us so that we can continue to delight our clients.

Staff Composition

Total Staff 198

Professional Engineers (PE) 36

Graduate Engineers (non-PE) 54

Technicians/Analysts 71

Surveyors & GIS Specialists 7

Designers & CAD Technicians 5

Support Staff 25

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Electrical Services and Solutions We specialize in designing and evaluating vital power delivery infrastructures for electrical cooperatives, municipalities, investor-owned utilities, and private entities, such as industrial facilities and data centers.

Analysis & Planning Our engineering team is focused on power delivery systems and is distinctly qualified to deliver comprehensive plans, studies, and consulting services that support short- and long-term client objectives, including:

• Long-range system studies and plans

• Construction work plans

• Power supply studies (one-ownership studies)

• Distributed generation impact studies

• Load forecasts

• Environmental reports

• Cable ampacity studies

• Sectionalizing studies

• Arc hazard assessments

• Load flow analysis

• Motor start analysis

• Transient and harmonic analysis

• Power factor correction studies

Substations We offer turnkey solutions and engineering services for substations ranging from 4kV to 500kV, including:

• Physical and structures design

• 3D modeling and design

• Drawings and specification development

• Contract preparation and bid evaluation

• Protective relaying and control design

• Protective device coordination and settings

• Substation automation

• Testing and commissioning of substation components, equipment, and systems Factory and field witness testing criteria development Functional and acceptance testing Oil testing (Dielectric, PCB, etc.)

Procedures development, documentation, and training

• Electrical system troubleshooting

Distribution Systems By blending current technology with time-tested best practices, we deliver high-quality distribution solutions to address the challenges faced by the evolving power delivery market, including:

• Distribution line design and staking

• Work order inspections

• Underground system design

• Specification development and procurement support

• Easement acquisition

• Underground pad and pole inspections

• Compliance verification (NESC, RUS, etc.)

• Joint-use “make-ready” assessment and remediation

• RUS contract preparation and close-out

• Field inventory with GPS location

• Storm restoration facilitation

• Training (NESC, line design, safety, etc.)

Transmission Systems P&D provides transmission engineering services for lines ranging from 69kV to 345kV, including:

• Transmission line engineering

• NERC compliance assessment and remediation

• Line inspection (field teams and UAV/drone)

• Site acquisition assistance

• Siting and permitting

• Line construction standards development

• Asset inventory collection

• Specialized transmission line surveying

• Community and public relations

• Forensic analysis and expert witness testimony

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Smart Grid, Communications, & Automation Solutions Our experienced staff evaluates your current environment against your desired outcomes, offers objective advice on technology solutions, and helps implement solutions that address the needs of your entire organization, such as:

• Substation integration and automation

• Legacy RTU system modernization and replacement

• Advanced communications challenges and architectures

• Upgrading serial communications with a wide range of

TCP/IP/Ethernet technologies

• Designing/upgrading revenue metering systems

• Advanced SEL RTAC programming

• Relay/IED integration, installation, programming, and testing

• Supervisory Control and Data Acquisition (SCADA)

• Strategic planning

• Best practice assessments

• Operations Technology (OT) cybersecurity

Renewable Energy Consulting For wind and solar energy providers, and utilities with distributed generation from renewable energy sources, we offer:

• Conceptual design

• Peer review

• Microgrid consulting

• Interconnection consulting

• System impact studies

• Site selection and development

• Environmental permitting

• Site and equipment layout

• Testing and commissioning

Grounding Systems Design & Testing P&D offers comprehensive grounding system design and testing services, including:

• Building and substation grounding system design

• Modeling and evaluation of grounding system design

• Modeling of two-layer soil resistivity

• Site-specific recommendations

• Lightning protection system design and coordination

• Smart Ground® Multimeter (SGM) testing

Critical Facility Testing & Commissioning Services With in-depth expertise in the delivery, use, and control of energized facility systems, our engineers and technicians test and troubleshoot components and systems for utilities and other critical facilities. Our collective experience and dedicated focus on critical power delivery infrastructures qualifies us to understand the design, function, and operation of each component and system deployed.

• Electrical system, device, and component testing

• Electrical, mechanical, and integrated building systems commissioning Onsite assessment of equipment installation Functional testing (energized) of individual components and systems Outage behavior and capacity verification Re-commissioning and retro-commissioning Live-site commissioning LEED Fundamental and Enhanced commissioning

• Infrared thermography

• QA/QC services

• Power quality and load analysis

• Troubleshooting and problem-solving

• Site assessments

• Energy audits

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Civil Services and Solutions Civil Engineering Equipped with expert knowledge ranging from code-compliant constraints to the latest design practices, our civil engineering team delivers safe, efficient, and cost-effective solutions, including:

Site Development & Land Planning

• Site design

• Environmental permitting

• Feasibility studies

• Conceptual land planning

• Storm water management

• Grading, earthwork, and storm drainage

• NPDES erosion and sediment control

• Flood studies

• Site investigation

• Re-zoning and variance requests

Structural Engineering

• Utility structure design and analysis

• Foundation design (caissons, spread footers, pads)

• Soils investigation analysis

• Retaining wall design

Environmental Engineering

• Spill, Prevention, Control and Countermeasure (SPCC) design, and retro-fit

• Erosion and sediment control

Storm Water Pollution Prevention Plans (SWPPP)

• Archaeological and biological site impact assessment

Geomatics Geomatics is the integrated approach of measuring, analyzing, managing, storing, and displaying two- and three-dimensional Earth-based spatial data. Whereas in the past classic surveying techniques relied solely on standard tripod-mounted surveying tools, today those tools are combined with LiDAR (ground-based or aerial), digital imagery, and Geographic Information Systems (GIS) to collect and organize data using state-of-the-art technology.

Land & Unmanned Aerial Vehicle (UAV) Surveying P&D’s Professional Land Surveyors have an average of 30 years of experience and are licensed in several states. Our crews have worked together for more than a decade, leveraging each other’s experience, streamlining processes, and improving quality and efficiency. We offer a full range of surveying services, such as:

• Boundary surveys

• Topographic surveys

• ALTA/NSPS surveys

• Laser scanning

• 3D modeling

• Route & roadway corridor surveys

With multiple team members who hold FAA remote pilot licenses for small, unmanned aircraft systems, P&D is ready to meet your UAV surveying needs. These surveys are efficient at delivering surveying data for both large and small projects.

Our survey teams specialize in linear route surveys of transmission and distribution lines. This valuable expertise allows us to correctly locate and identify additional detail that traditional surveyors may not, such as: pole-mounted equipment and appurtenances (streetlights, transformers, etc.); underbuilds and 3rd party attachments (cable, phone, fiber optic, etc.);

mid-span and lowest overhead clearances; conductor sizes; voltage levels; pole and structure types; and guy wires and anchors. This focused experience and knowledge distinguish us from other surveyors and add significant value to our electric utility clients.

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GIS Mapping & Consulting Our GIS specialists collect geospatial data from a designated location, then format the data as dynamic maps, enabling clients to use the information for management, production, and delivery. P&D’s experienced GIS team provides:

• System creation, customization, implementation, and training

• 3rd party system integration

• Recurring system QA/QC assessments

• Mapping/billing system discrepancy resolution

• Data input using field inspections, information systems, CAD drawings, paper maps, aerial imagery, and other documentation

• Conversion, verification, and cleaning of existing data

• Ongoing maintenance support and work order posting

• Conversion of existing mapping systems (paper, AutoCAD®, other) into Esri ArcGIS®

• Data evaluation and cleanup for Utility Network migration

• Enhanced GIS as-builts

• Fiber make-ready analysis & maps

• Milsoft WindMil® engineering exports

• Client-specific customizations

Right-of-way, tree trimming, service areas, etc.

Queries, maps, and image design Layouts, publishing, and printing

Additional Services Construction Management We collaborate with peers and associates at every stage of the project providing services including:

• Design and construction firms’ selection

• Construction document review

• Utility, permitting, and procurement coordination

• Value engineering analysis

• Equipment specification and procurement oversight

• Budget, schedule, and construction quality monitoring

• On-site construction supervision

• Equipment installation, testing, and commissioning

Facility Support & Safety Services P&D offers a variety of tailored Occupational Health Safety Management System (OHSMS) assessment, development, and training services, including:

• Facility assessments

• Health and safety assessments

• Electrical Safety Program (ESP) development, assessment, and training

• Accident investigations

• Safety program development

• Procedures development

• On-site and classroom instructor-led training

Customized facility operations training Arc flash hazard awareness classes Employee safety training OSHA-required training

Consulting Services

• Peer review

• Forensic evaluations

• Custom training programs for utilities (NESC, line design, etc.)

• Expert witness services

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Project Understanding P&D understands that NSB is seeking to partner with a consultant for electrical engineering services. Our team is prepared to execute the Continuing Services Agreement and perform work on individual tasks as directed by NSB with the understanding that a detailed scope of work, budget, and schedule for each task will be mutually agreed. Included herein are details on the full range of services we provide to the electric utility industry, as well as profiles of our recent work successfully delivered for clients similar to NSB.

Project Management Approach At P&D, we know effective project management is the key to successful project execution. Our project manager will assign a skilled team of engineers, designers, technicians, and partners who can handle all aspects of NSB’s projects. We build project teams with the objective of assigning “the right people doing the right work at the right time” who will work as an extension of your team. Our experienced staff understands the details of projects like yours and can provide successful solutions, being there for the long haul to provide ongoing consulting and advice as needed. P&D’s success is founded on rigorous adherence to pragmatic engineering and design practices, sound financial and ethical business principles, and technical quality assurance.

Each P&D project starts with a comprehensive project plan that specifies processes to be used and thoroughly defines the scope, schedule, and budgets that are understood by all stakeholders. For most projects, we employ the Critical Path Method (CPM) of project management, ideally suited to complex projects consisting of numerous activities. The CPM is a step-by-step approach for process planning that defines critical and non-critical tasks in order to prevent time-frame problems and process bottlenecks. This method provides a visual representation (GANTT chart) of project activities that clearly shows the time required to complete tasks and tracks activities, so the project does not fall behind. This style of project management requires our team to consider, during the planning stage, any factors that may impact our tasks and final deliverables, thereby reducing the risk of unforeseen issues.

Communication & Progress Meetings Our communication plan will incorporate all team members including NSB’s personnel (as desired), our subcontractors, and any associated subconsultants to ensure efficient utilization of resources and timely project execution. Successful project management communication is about being there for everyone involved, anticipating, and addressing the challenges of the project, understanding the issues within the team who will deliver the project, as well as appreciating the needs and objectives of each client. We believe an effective communication network starts working from day one of the venture and continues for the entire life span of the project.

Being present, visible, and engaged with all stakeholders is paramount to our project managers – during the good times and the challenging times. Our communication plan will also address the frequency and method of scheduled communications, file transfers, and budget updates. P&D collaborates via project management software and electronic document control to manage the high quality of our work and focus our teams on continuously improving efficiency. Our team will hold regular progress meetings to share updates on the status of the project’s design and construction. Meetings will be executed either in-person or via teleconference.

Quality Assurance & Quality Control We implement rigorous checks and balances to ensure we adhere to the highest standard of quality. We employ QA/QC measures aimed at preventing and correcting any defects in the design or execution both during the project and at its completion to help make sure our work product meets expectations. Quality assurance is a proactive process, emphasizing planning, documenting, and finalizing the guidelines that will be necessary to ensure the quality. This process starts at the very beginning of the project to understand the product’s requirements and expectations. Quality assurance and quality control are dependent on each other. The quality control process receives input from the quality assurance process, and in turn, gives its feedback to the quality assurance process so that the quality assurance can validate the operational process.

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For each phase of the project, we identify quality assurance milestones with peer reviews. Our QA/QC reviewers, selected for each discipline, are experienced senior engineers with technical expertise who have not been involved in the daily execution of the project. They conduct QA/QC assessments to verify that the project’s management plan is being followed adequately and that deliverables align with project objectives and comply with industry standards. Our QA/QC processes are designed to accommodate unforeseen circumstances, remedy flawed design decisions, and account for any changes desired by a client in the project’s scope, timeline, or budget.

Risk Mitigation We continually identify and take measures to mitigate risk throughout the lifecycle of a project. Through quantitative analysis, we assess risk probability and potential impact to the schedule/budget. Early identification and risk prioritization enable our team to quickly analyze the impact of the risk and find a solution. Each solution is then assigned an owner to see it through and maintain relevant communication with the client. Typical risks factors monitored and addressed during a design project could include siting, material procurement and delivery, construction, and testing risks. Solutions could include additional studies, information and outreach programs, custom designs, alternate delivery methods, or accelerated material deliveries.

Representative Team Organization Chart The primary contact for NSB will be Anthony Hanson, a hands-on principal engineer with more than 30 years of experience effectively leading teams of diverse subject matter experts. Below is our representative team; resumes are enclosed for all.

Resource Availability P&D has the resource availability necessary to assist NSB. Our utilization rates are routinely monitored by management and adjusted as needed to meet the needs of our teams and clients, as well as to align with industry best practices. P&D offers a work-life balance incentive to employees to reduce fatigue and burn-out and to maintain a consistently high level of quality.

Financial Stability / Insurance / Occupational License P&D has been a privately held, employee-owned corporation since our inception in 1947. P&D is financially stable and has the necessary resources, human and financial, to provide to NSB the services at the level required. To demonstrate such, We are prepared to supply a financial statement, upon request. A sample certificate of insurance is enclosed indicating our levels of coverage. Our Occupational License in Florida is #31071.

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Firm Experience At P&D, we approach each project with the same objectives in mind: tailor a solution to the client’s specific needs and exceed their expectations. We treat your project as if it were our own, providing hands-on management with a dedicated focus on quality control and continuous improvement. P&D has extensive experience executing projects similar to the scope of this project.

Project Profiles Enclosed are profiles of recent work by P&D.

• 161-46kV & 161-13kV Substation – Joe Wheeler EMC (Trinity, AL)

• 230kV Substation – Mecklenburg Electric Cooperative (Coleman Creek, VA)

• Site Development and Town Center 69-13kV Substation – Lenoir City Utilities Board (Lenoir City, TN)

• Distribution Design – Various Clients & Locations

• Sectionalizing Study – Horry Electric Cooperative (Conway, SC)

• Long-Range System Study – Hopkinsville Electric System (Hopkinsville, KY)

• 115kV Transmission Line Design – Rappahannock Electric Cooperative (Bowling Green, VA)

• SCADA System Expansion – Lawrenceburg Utility Systems (Lawrenceburg, TN)

• Distributed Generation Impact Studies – Various Clients & Locations

Client References The following are a list of reference clients for P&D.

Florida Municipal Power Agency Mr. Carl Turner, Engineering Services Manager 8553 Commodity Circle, Orlando, FL 32819-9002 Phone: (321) 239-1054 | carl.turner@fmpa.com

West Florida Electric Cooperative Mr. Keith Varnum, Manager of Engineering 5282 Peanut Road, Graceville, FL 32440 Phone: (850) 263-3231 | kvarnum@westflorida.coop

City of Starke, FL Mr. Scott Anaheim, Operations Director 209 North Thompson Street, Starke, FL 32091 Phone: (904) 964-5027 | sanaheim@cityofstarke.org

City of Green Cove Springs, FL Mr. Mike Null, Director of Public Works 21 Walnut Street, Green Cove Springs, FL 32043 Phone: (904) 297-7500 | mnull@greencovesprings.com

Wiregrass Electric Cooperative Mr. Jason Thrash, Director of Engineering 509 N State Hwy 167, Hartford, AL 36344 Phone: (334) 588-2223 | jthrash@wiregrass.coop

Lenoir City Utilities Board Mr. Jeremy Walden, Director of Electrical E&O 7698 Creekwood Park Blvd, Lenoir City, TN 37772 Phone: (865) 988-0727 | jwalden@lcub.com

Mecklenburg Electric Cooperative Mr. Brian Woods, Director of Engineering 11633 Hwy 92 W, Chase City, VA 23924 Phone: (434) 372-6100 | brianwoods@meckelec.org

Joe Wheeler Electric Membership Corporation Mr. Jeff Britnell, Director of Engineering 25700 Alabama Highway 24, Trinity, AL 35673 Phone: (256) 552-2312 | jbritnell@jwemc.org mailto:carl.turner@fmpa.com mailto:kvarnum@westflorida.coop mailto:sanaheim@cityofstarke.org mailto:mnull@greencovesprings.com mailto:jthrash@wiregrass.coop mailto:jwalden@lcub.com mailto:brianwoods@meckelec.org mailto:jbritnell@jwemc.org

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Representative Client List Below is a representative list of cooperative and municipality utility clients we currently serve.

Alabama City of Athens

• Substation design & commissioning

Dothan Utilities

• Distribution design

• GIS mapping

• Relay replacements

Clarke-Washington EMC (40-yr client)

• System studies

• Construction work plans

• Arc hazard assessments

• Distribution design & inspections

• Construction contracts

Covington EC (30-yr client)

• System studies

• Construction work plans

• Distribution design & inspections

• Construction contracts

Cullman EC (10-yr client)

• Substation design & commissioning

• Smart Grid consulting

Joe Wheeler EMC

• Substation design & commissioning

• Site development

• Transmission modeling

Pioneer EC (40-yr client)

• System studies

• Construction work plans

• Arc hazard assessments

• Distribution design & inspections

• Substation design

• Construction contracts

Sand Mountain EC (40-yr client)

• Substation design & commissioning

• System studies

• Construction work plans

• Arc hazard assessments

• Distribution design & inspections

• Construction contracts

South Alabama EC (30-yr client)

• System studies

• Construction work plans

• Arc hazard assessments

• Distribution design & inspections

Southern Pine EC (40-yr client)

• System studies

• Construction work plans

• Arc hazard assessments

• Distribution design & inspections

• Smart Grid consulting

• Power factor/harmonics analysis & design

Wiregrass EC (30-yr client)

• System studies

• Construction work plans

• Arc hazard assessments

• Distribution design & inspections

• GIS mapping

• Large power customer contracts

Florida

CHELCO

• Distribution design & inspections

City of Green Cove Springs

• System studies

• Substation design

• GIS mapping

Florida Keys EC

• Underground distribution design

Florida Municipal Power Agency On behalf of: City of Newberry, City of Starke, & City of Wauchula

• Substation design

• Distribution design & inspections

• SCADA design

Town of Palm Beach

• Peer Review of Utilities UG Master Plan

West Florida EC (50-yr client)

• System studies

• Construction work plans

• Arc hazard assessments

• Work order inspections

• Smart Grid consulting

• Construction contracts

Georgia Greystone Power Corp. (30-yr client)

• System studies

• GIS mapping

• Distribution design

• Construction contracts

North Georgia EMC (65-yr client)

• Load forecasts

• Power supply studies

• Distribution design & inspections

• Substation design & commissioning

• Oil spill containment design

• Smart Grid consulting

Tri-State EMC (40-yr client)

• System studies

• Construction work plans

• Distribution design & inspections

• Substation design & commissioning

• GIS mapping

Kentucky Bardstown Utilities

• Substation design

• Relay settings & coordination

• SCADA design

Berea Municipal Utilities

• Substation design & commissioning

• Distribution conversion design

Big Rivers EC

• Power studies

• Grounding studies

• Transmission design

Clark Energy

• Work order inspections

• Construction contracts

Cumberland Valley Electric

• Construction work plans

• Sectionalizing studies

• Arc hazard assessments

• Distribution design & inspections

• Construction contracts

• GIS mapping

East Kentucky Power Cooperative

• Substation evaluations

• Ground grid testing

Fleming-Mason EC

• Construction contracts

Hopkinsville Electric System

• Arc hazard assessments

• Substation design

• System studies

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Madisonville Municipal Utilities

• Substation design & commissioning

• Distribution design

Paducah Power System

• Substation design & commissioning

• Arc hazard assessments

• Transmission modeling

Princeton EPB

• Relay settings & commissioning

• SCADA system design & implementation

South Kentucky RECC

• Work order inspections

• Construction contracts

Taylor County RECC

• System studies

• Construction work plans

• Construction contracts

• GIS mapping

Warren RECC

• Substation design

West Kentucky RECC

• System studies

• Distribution design

• Substation design & commissioning

Mississippi 4-County EPA

• System studies

• Distribution design

• Substation design

• Oil spill containment design

• Smart Grid consulting

• Site development

• GIS mapping

Dixie EPA (50-yr client)

• System studies

• Construction work plans

• Distribution design

• Substation design & commissioning

Southern Pine EPA (65-yr client)

• System studies

• Construction work plans

• Distribution design

• Substation design & commissioning

• Oil spill containment design

• Smart Grid consulting

• GIS mapping

Twin County EPA (30-yr client)

• System studies

• Construction work plans

• Distribution design

• Substation design & commissioning

• Oil spill containment design

Yazoo Valley EPA (30-yr client)

• System studies

• Construction work plans

• Distribution design

• Substation design & commissioning

• Oil spill containment design

• Large power customer contract and billing negotiations

South Carolina Blue Ridge EC

• Fiber design

• Construction work plan

Central Electric PC

• Transmission design

Horry EC

• System study

• Construction work plan

• Sectionalizing study

• Arc hazard assessment

New Horizon EC

• Emergency restoration plans

• Oil spill containment plan

Tennessee Caney Fork EC

• Smart Grid consulting

• Substation design & commissioning

City of Oak Ridge Elec. Dept.

• Distribution design

• Substation design & commissioning

• SCADA system design

• Smart Grid consulting

Cumberland EMC (65-yr client)

• System studies

• Construction work plans

• Work order inspections

• Substation design & commissioning

• Construction contracts

Erwin Utilities

• Substation design

Gibson EMC (40-yr client)

• System studies

• Construction work plans

• Sectionalizing studies

• Distribution design

• Substation design & commissioning

Lafollette Utilities Board

• Substation design & commissioning

• Distribution design

• Transmission modeling

Lawrenceburg Utility System

• SCADA system design & implementation

• Smart Grid consulting

Lenoir City Utilities Board

• System studies

• Substation design & commissioning

• Site development

• SCADA system design

• Smart Grid consulting

Maryville Electric Dept. (10-yr client)

• Substation design & commissioning

Springfield Elec. Dept.

• Fiber design

• Substation design

Tri-County EMC

• Substation design

• Transmission design

Texas Xcel Energy

• Storm water pollution prevention plan for majority of the transmission system for subsidiary Southwestern Public Service Company (SPS)

Virginia City of Harrisonburg

• Transmission design

Mecklenburg EC

• Substation design

• Transmission design

Northern Virginia EC

• Transmission design

Rappahannock EC

• Substation design

• Transmission design

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Attachments Signed Addendum No. 1 P&D Project Profiles P&D Team Resumes Sample Certificate of Insurance

UTILITIES COMMISSION

CITY OF NEW SMYRNA BEACH, FLORIDA

200 CANAL STREET

P.O. BOX 100

NEW SMYRNA BEACH, FL 32170-010

RSQ 10-22

CONTINUING PROFESSIONAL SERVICES

A Copy of This Signed Form Must Accompany Your Proposal

Acknowledgment of Receipt of Addenda No. 1

Company_______________________________________

Title___________________________________________

Signature_______________________________________

Patterson & Dewar Engineers, Inc.

VP, Engineering & Surveying

Anita B. Atkinson

(770) 453-1410 | pdengineers.com

161–46kV and 161-13kV Substation Design Mountain Home Substation

Client Joe Wheeler Electric Membership Corporation

(JWEMC)

Location Trinity, AL

Project Highlights

• Greenfield substation

• Breaker-and-a-half configuration

Ð Automatic transfer configuration for future expansion

• Transformers and autotransformers with LTC

Ð 161-46-13kV, 75/100/125 MVA

Ð 161-13.2kV, 20/26.6/33.3//37 MVA

• Open-air switchgear lineup

• Control house

Services

• Site design

• Land surveying

• Substation design Ð Physical

Ð Protection and controls

Ð Foundations

Ð Grounding

• TVA coordination

• Equipment specifications and procurement

• Relay settings

• Comprehensive construction package

• On-site construction management

• Testing and commissioning

To continue providing reliable service to both its industrial and residential customers in the Mountain Home load area, JWEMC turned to P&D to design a greenfield substation.

JWEMC’s transmission provider, Tennessee Valley Authority (TVA), built a 161kV switchyard within the same fenced area; the Mountain Home substation is fed from one of the terminals in the TVA switchyard. JWEMC enlisted P&D to provide substation design, site preparation, and project management throughout the entire process. P&D worked closely with TVA on:

• Facility concepts

• Breaker-and-a-half scheme

• Interfacing the two facilities

• Site development

• Transmission tie

• Common protective relaying

• SCADA

The 46kV and 13kV yards each consist of a 161kV breaker, transformer, main and three to four feeder breakers. P&D’s protective relaying design consists of transformer differential protection with backup overcurrent relaying that also serves as a breaker failure relay for the 161kV breakers. The 46kV bus is protected by an SEL 487B differential relay that will fail the 46kV breakers. All feeders use SEL 351S overcurrent relays. Ultimately, the 46kV yard contains six feeders with main and bus tie breakers; the 13kV yard has eight feeders with main and bus tie breakers. A pre-fabricated concrete control building houses the 161kV, 46kV, and 13kV relay systems (including SEL relays), battery systems, and SCADA equipment. P&D also coordinated metering facilities with TVA and incorporated them into the design.

P&D coordinated procurement contracts and managed bidding activities for site preparation, power transformers, circuit breakers, control building and equipment, substation structures and equipment, and construction. We also performed relay system settings and integration with JWEMC’s existing SCADA system, and on-site testing and commissioning of the substation.

Incorporated in 1937, Joe Wheeler Electric Membership Corporation today is the fourth largest electric co-op in Alabama, serves about 43,000 business and residential customers, and maintains more than 4,200 miles of transmission line. For more details, visit www.jwemc.org.

Data Center – 230kV Substation Design Coleman Creek

Client Mecklenburg Electric Cooperative

Location Coleman Creek, VA

Project Highlights

• Greenfield substation

• Breaker-and-a-half configuration

• 30MVA (base) transformer to power a datacenter

• Control house

Services

• Site development

• Site design Ð Physical

Ð Foundation

Ð Protection and controls

• Equipment specifications and procurement

• Relay settings

• Testing and commissioning

• Onsite construction management

When a technology giant (confidential end user) chose Mecklenburg County, VA as the new location to build multiple data centers, Mecklenburg Electric Cooperative (MEC) needed to provide reliable service to its new client.

The technology company needed significant resources for the 900-acre site purchased in Virginia. MEC hired Patterson & Dewar Engineers, Inc. (P&D) to design and build the Coleman Creek substation to power an a new data center at the location.

Site Development P&D’s civil team provided the following recommendations to prepare the site for construction:

• Employ a 1% slope for the substation pad to ensure there is no standing water on the site

• Ensure overall design meets local, county, and state requirements

• Finish subgrade elevations with backfill material in 6” layers

• Remove surplus earth to a designated area

• Utilize a maximum 7% slope for the driveway

Substation Design MEC hired P&D to construct the 230x115/26.4kV Coleman Creek substation for this data center. P&D provided the complete design and layout for the new substation, with the following configuration:

• Four 230kV transformers 30/40/50MVA transformers

• Seven 230kV circuit breakers

• Four- 27kV 1200A circuit breakers

• Relay systems, battery systems, and SCADA system equipment housed in a prefabricated building constructed on site

P&D encountered several challenges during the first phase of the build, including a dramatically different scope than previously agreed upon. The approved plans included a main-tie-main scheme. However, the client wanted a breaker-and-a-half configuration. P&D adapted the design to get more power from transmission provider Dominion Energy to feed the load by adding two more sources, three tie breakers, and additional transformers.

Since the team could not build out the site’s final dimensions, P&D added main-tie-main to facilitate the new design. The team will add main-to-main breakers in stages.

The first phase of development is complete. P&D is on schedule to complete the second phase in 2022. P&D has plans to engineer and contract manage three additional substation sites in the area varying in capacity up to 300MW each.

Site Development and 69-13kV Substation Design Town Center Substation

Client Lenoir City Utilities Board

(LCUB)

Location Knoxville, TN

Project Highlights

• Two 69-13kV, 25/33/42 MVA transformers

• Two 69kV circuit breakers

• Two lineups of outdoor switchgear

Ð Four 13kV feeder circuit breakers per lineup

Ð Main breakers and bus tie connected with underground cable

Services

• Site development

Ð Land surveying

Ð Civil engineering

Ð Utility relocation

Ð CMU fence design

Ð DOT striping and signage

• Substation design Ð Physical

Ð Foundation

Ð Protection and controls

Ð Control house

Ð Relay settings

• Equipment specifications and procurement

• Comprehensive construction package

• Transmission line design

• Underground distribution design

• On-site construction management

LCUB’s customer base had grown dramatically in recent years exceeding the capacity it could reliably support with its aging infrastructure and technology. Outages due to overload began to occur, so LCUB turned to P&D to design and build a new substation.

Site Development The substation was to be built on a 0.9-acre parcel of land that, due to its grade and soil conditions, required significant earthwork. The site elevation difference from the access point to the back of the lot was over 20 feet. A concrete masonry unit (CMU) fence was needed for security and aesthetics, and since the site had been used as a dump site during a highway paving project, more than 12 feet of rubble, boulders, and limestone bedrock had to be excavated.

To help prepare the site for construction, P&D provided:

• Comprehensive site design including utility relocation, water & sewer service lines for facility restroom, and DOT striping and signage

• CMU fence design

• Oil spill containment design

• Storm drainage design

• Analysis of existing double box culvert with shallow cover

• Grading of ditches to limit stormwater flow across substation pad

• Joint layout for concrete driveway entrance

• Sewer force main relocation within TDOT right-of-way for new driveway

• Limited disturbed area below NPDES/TDEC 1-acre threshold

Project Profile: Town Center Substation

LCUB serves approximately 62,500 electric customers in a four-county region in east Tennessee, plus 8,800 water customers, 5,900 natural gas customers, and 5,200 wastewater customers, making LCUB the eighth largest utility among the 155 TVA distributors. For more information, visit lcub.com.

Substation Design The new 69-13kV Town Center substation was constructed to replace an existing substation. P&D provided a complete design with a basic layout patterned after other LCUB facilities, a comprehensive construction package, and on-site construction management. The design included structural design, two outdoor metal-clad switchgear lineups, as well as a control house to contain the relay systems (including SEL relays), battery systems, and SCADA equipment. P&D coordinated metering facilities with the transmission provider, TVA, and incorporated them into the design.

P&D prepared contracts and coordinated procurement activities for site preparation services, power transformers, circuit breakers, 13kV switchgear lineup, substation structures and equipment, and construction.

P&D also designed transmission line modifications needed to serve the substation and distribution underground exit circuits. Our team remained on-site during construction to supervise and coordinate with the contractor and the client as needed. At the project’s completion, we provided as-built drawings to reflect any changes made in the field.

Distribution Design Experience Line Relocations, Field Staking, Work Order Inspections, & More

P&D’s typical distribution design project runs from concept to completion. Clients define the projects and parameters, such as the conductor size and where the line is to begin and end, while P&D selects the route, figures pole heights and class, allows for joint-use attachments, and selects control points for sectionalizing devices, right-of-way easements, and permits. P&D works closely with clients on these projects since preferences vary for types of line hardware and we must allow for certain strength limitations in our designs. While we adapt to the “systems” used by each client, P&D typically uses:

• Staking Package – Partner, Futura

• GIS – ESRI, Smallworld

• Design assistance – PLS-CADD™, PLS-POLE™, PoleForeman, SPIDAcalc

• Drawings systems – AutoCAD®, MicroStation™

• Design Standards – NESC, RUS, TVPPA, coastal/shoreline hardening requirements, client-specific

Our designers and technicians are not only experienced in designing electrical distribution lines (above grade and below grade), but also in inspecting electrical utilities, installing fiber-optic lines, providing RUS Field Certification of Work Orders, monitoring contracted line construction crews, performing joint-use make ready design and joint-use utility attachment counts, conducting voltage conversion design, compiling pole line inventory, as well as GPS mapping.

Our distribution team routinely serves as an intermediary with third-party entities, such as communications providers, foreign utility companies, Departments of Transportation (DOTs), and transmission providers (Tennessee Valley Authority, Florida Power & Light, etc.) to ensure designs and permitting meet required specification and regulations. We have expertise in permitting for DOTs, Army Corps of Engineers, Electronic Permitting Systems, transmission lines, and railroad crossings.

P&D assists clients with all facets of line construction contracts (from developing labor and material specifications, soliciting of bids, leading pre-bid and pre-construction meetings, and more). We monitor the contractor’s work and review invoices for accuracy and alignment with the project’s progress. We also facilitate an Underground Facility Maintenance and Inspection program and conduct Electrical Distribution Design training classes.

Additionally, P&D has an expert team of surveying and GIS specialists who can tackle all required services pertaining to updating, managing, and correcting ESRI-based GIS systems.

Our team will update all GIS fields, elements, and attributes to meet the needs of the project. We have extensive experience with GIS services ranging from attribute edits, data verification and correction, layer development, preparation work for engineering model export, development of system maps, and updating the system based on work orders.

Representative clients for distribution engineering, GIS mapping, and field services

Sectionalizing Study 12kV and 25kV Electrical Distribution System

Client Horry Electric Cooperative

Location Conway, SC

Services

• Distribution system sectionalizing study Ð 26 substations

Ð 134 feeders

Ð 12kV & 25kV system

• Deliverable: Comprehensive report with load tables, recommendations, and improvement cost estimates

• Supporting map

Horry Electric Cooperative (HEC) is a not-for-profit, member-owned corporation that provides electric service to 80,000 customers located in Horry County, SC.

P&D conducted a full distribution system sectionalizing study, including the coordination and response of substation feeder protection equipment, as well as distribution line devices. The study was on their whole system which consists of 26 substations or 134 feeders at a mix of 12kV and 25kV. To study loading and fault current conditions, we utilized data from HEC’s construction work plan (CWP) recently completed by P&D. Proposed future conditions were based on the CWP recommendations, which included new construction, open point changes, new substations, existing substation upratings, etc. The loading and fault current conditions were calculated using the WindMil® modeling software from Milsoft Utility Solutions. HEC provided device locations, type, and sizes, as well as substation power transformer sizes and impedances. Central Electric Power Cooperative (CEPC), the power supplier to HEC, provided delivery point source impedances.

HEC plans to convert portions of its distribution system to 24.94kV during the 4 year CWP timeframe. P&D adjusted the sectionalizing scheme for these areas to accommodate the change of feed once the substations are energized.

P&D recommended several line device changes due to the higher fault current levels. Additional recommendations included the replacement, removal, or relocation of existing devices, installation of new devices in critical locations, and new settings guidelines for electronically-controlled devices. We advised HEC to install vacuum interrupting reclosers as replacements due to their significantly longer duty cycles, generally higher interrupting rating, and lower cost-of-ownership when compared to equivalent oil interrupting reclosers.