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HomeMy WebLinkAboutAgenda_GUS_04.11.2014Notice of Meeting for the Georgetown Utility System Advisory Board and the Governing Body of the City of Georgetown April 11, 2014 at 2:00 PM at Georgetown Municipal Complex, 300-1 Industrial Avenue, Georgetown, Texas The City of Georgetown is committed to compliance with the Americans with Disabilities Act (ADA). If you require assistance in participating at a public meeting due to a disability, as defined under the ADA, reasonable assistance, adaptations, or accommodations will be provided upon request. Please contact the City at least four (4) days prior to the scheduled meeting date, at (512) 930-3652 or City Hall at 113 East 8th Street for additional information; TTY users route through Relay Texas at 711. Regular Session (This Regular Session may, at any time, be recessed to convene an Executive Session for any purpose authorized by the Open Meetings Act, Texas Government Code 551.) A Call to Order The Board may, at any time, recess the Regular Session to convene in Executive Session at the request of the Chair, a Board Member, the City Manager, Assistant City Manager, General Manager of Utilities, City Council Member, or legal counsel for any purpose authorized by the Open Meetings Act, Texas Government Code Chapter 551, and are subject to action in the Regular Session that follows. B Introduction of Visitors C Discussion regarding the Project Progress Report, timelines including projects and Council Actions. – Michael Hallmark, Project Manager D Industry Updates Legislative Regular Agenda E Review and possible action to approve the minutes from the regular GUS Board meeting held on March14, 2014. - Sheila K. Mitchell, GUS Board Liaison F Consideration and possible recommendation to amend Task Order M&S-14-001 with M&S Engineering, LLC in the amount of $30,000.00 for a total of $75,000.00. -- Jimmy Sikes, T&D Services Manager G Consideration and possible recommendation to award the bid for two substation transformers to Virginia Transformer Corp., of Roanoke, Virginia in the amount of $1,304,556.00. -- Jimmy Sikes, T&D Services Manager H Consideration and possible recommendation to approve an Offsite Utility Construction and Cost Reimbursement Agreement for the Westinghouse Road Wastewater Improvements between the City of Georgetown and Westinghouse Road Development Group, LLC. -- Glenn W. Dishong, Utility Director I Presentation and possible discussion regarding the Customer Care Initiative and the Customer Information System (CIS) software opportunities. -- Leticia Zavala, Customer Care Manager/Micki Rundell, Chief Financial Officer J Discussion and presentation of the draft 2014-2015 Capital Improvement Plan -- Wesley Wright, P.E., Systems Engineering Director K Executive Session In compliance with the Open Meetings Act, Chapter 551, Government Code, Vernon's Texas Codes, Annotated, the items listed below will be discussed in closed session and are subject to action in the regular session. Sec. 551.086 Competitive Matters -- Discussion and presentation of the draft 2014-2015 Electric Capital Improvement Plan -- Wesley Wright, P.E., Systems Engineering Director L Action from Executive Session Adjournment CERTIFICATE OF POSTING I, Jessica Brettle, City Secretary for the City of Georgetown, Texas, do hereby certify that this Notice of Meeting was posted at City Hall, 113 E. 8th Street, a place readily accessible to the general public at all times, on the ______ day of __________________, 2014, at __________, and remained so posted for at least 72 continuous hours preceding the scheduled time of said meeting. ____________________________________ Jessica Brettle, City Secretary City of Georgetown, Texas SUBJECT: Call to Order The Board may, at any time, recess the Regular Session to convene in Executive Session at the request of the Chair, a Board Member, the City Manager, Assistant City Manager, General Manager of Utilities, City Council Member, or legal counsel for any purpose authorized by the Open Meetings Act, Texas Government Code Chapter 551, and are subject to action in the Regular Session that follows. ITEM SUMMARY: FINANCIAL IMPACT: N/A SUBMITTED BY: City of Georgetown, Texas SUBJECT: Introduction of Visitors ITEM SUMMARY: FINANCIAL IMPACT: N/A SUBMITTED BY: City of Georgetown, Texas SUBJECT: Discussion regarding the Project Progress Report, timelines including projects and Council Actions. – Michael Hallmark, Project Manager ITEM SUMMARY: GUS Projects: EARZ 2013-14 EARZ Phase 1 year 12-13 James Street EST North Georgetown Addition Park Lift Station and Miscellaneous Lift Station Improvements Public Training Facility WW Snead Drive Streets and Wastewater Improvements Solid Waste Public Drop Facility Improvements Tin Barn Alley/17th & Austin Avenue Waterline Improvements Council Actions FINANCIAL IMPACT: N/A SUBMITTED BY: Michael Hallmark ATTACHMENTS: Description Type GUS April project reports Backup Material Council Rpt Mar mtg for Apr GUS Backup Material GUS BOARD ITEMS FORWARDED TO COUNCIL March 25, 2014 U Forwarded from the Georgetown Utility Systems Advisory Board (GUS): Consideration and possible action to approve the contract for construction of the Tin Barn Alley / 17th St / 8th St. Pavement and Utility Improvements to Patin Construction, LLC., of Taylor, Texas for the amount of $882,678.00 -- Wesley Wright, P.E., Systems Engineering Director V Forwarded from the Georgetown Utility Systems Advisory Board (GUS): Consideration and possible action to award the contract for construction of the Park Lift Station and Miscellaneous Lift Station Improvements to Central Road and Utility of Austin, Texas in the amount of $492,000.00 -- Wesley Wright, P.E., Systems Engineering Director W Forwarded from the Georgetown Utility Systems Advisory Board (GUS): Consideration and possible action to approve a contract for construction of the Solid Waste Public Drop Facility to BPI-Bauerle Partners, Inc., of Lakeway, Texas for the amount of $184,125.80 -- Wesley Wright, P.E., Systems Engineering Director X Forwarded from the Georgetown Utility Systems Advisory Board (GUS): Consideration and possible action to approve Task Order KPA-14-005 with Kasberg, Patrick & Associates, LP of Georgetown, Texas, for professional services related to Edwards Aquifer Recharge Zone Rehabilitation 2013-2014 in the amount of $284,540.00 -- Wesley Wright, P.E., Systems Engineering Director Y Forwarded from the Georgetown Utility Systems Advisory Board (GUS): Consideration and possible action to award a bid to Power Line Services of Houston, Texas, in the amount of $203,294.52 for labor associated with the 2014 Electric System Overhead Construction and Maintenance Projects -- Wesley Wright, P.E., Systems Engineering Director ALL ITEMS PASSED City of Georgetown, Texas SUBJECT: Industry Updates ITEM SUMMARY: FINANCIAL IMPACT: N/A SUBMITTED BY: City of Georgetown, Texas SUBJECT: Review and possible action to approve the minutes from the regular GUS Board meeting held on March14, 2014. - Sheila K. Mitchell, GUS Board Liaison ITEM SUMMARY: Board to review, revise and/or approve the minutes from the regular meeting held on March14, 2014. FINANCIAL IMPACT: N/A SUBMITTED BY: Sheila K. Mitchell/GUS Board Liaison ATTACHMENTS: Description Type GUS March 2014 Minutes Backup Material Minutes of the Meeting of the Georgetown Utility Systems Advisory Board and the Governing Body of the City of Georgetown, Texas March 14, 2014 at 2:00PM The City of Georgetown is committed to compliance with the Americans with Disabilities Act (ADA). If you require assistance in participation at a public meeting due to a disability, as defined under the ADA, reasonable assistance, adaptations, or accommodations will be provided upon request. Please contact the City at least four (4) days prior to the scheduled meeting date, at (512)930-3652 or City Hall at 113 East 8th Street for additional information: TTY users route through Relay Texas at 711. Board Members Present: Arthur Yaeger, Bill Stump, Ed Pastor, Joyce Mapes, John Hesser Board Members Absent: Patty Eason Staff Present: Jim Briggs, Mike Babin, Glenn Dishong, Wesley Wright, Michael Hallmark, Jimmy Sikes, David Munk, David Thomison, Chris Foster, Sheila Mitchell Others Present: Ben Lake/Steger & Bizzell, Trae Sutton/KPA Regular Session A. Called to Order by Chair, Yaeger at 2:00PM Georgetown Utility Systems Advisory Board may, at any time, recess the Regular Session to convene an Executive Session at the request of the Chair, a Board Member, The City Manager, Assistant City Manager, General Manager of Utilities, City Council Member, or legal counsel for any purpose authorized by the Open Meetings Act, Texas Government Code Chapter 551, and are subject to action in the Regular Session that follows. Yaeger thanked previous board members Robert Young and Brian Lindsey for their service to the Board and introduced 2 new members, Joyce Mapes and Edward Pastor. B. Introduction of Visitors -- None C. Discussion regarding the Project Progress Report, timelines including projects and Council Actions. – Michael Hallmark, Project Manager Discussion: All reports included in packets. All items passed at Council. No discussion. D. Industry Updates Discussion: Briggs noted increased activities in preparation for the next Legislative Session; committees preparing preliminary legislation for filing. Regarding the TCEQ process for the Chisholm Trail consolidation, the next deadline is April 15th for the Executive Director to make a ruling. Approximately 800 comments were received; approximately 30 were requesting a hearing. If a hearing is called, this will extend into late summer or early fall. Yaeger reminded board to RSVP to board reception on March 26th. Legislative Regular Agenda The Board will individually consider and possibly take action on any or all of the following items: E. Nominations and election of Vice-Chair of the GUS Board. – Arthur Yaeger, GUS Board Chair Discussion: Yaeger nominated Kostka for Vice- Chair, seconded by Pastor. Approved 6-0-1 (Eason absent). Kostka accepted position of Vice-Chair. F. Nominations and election of Secretary of the GUS Board. – Arthur Yaeger, GUS Board Chair Discussion: Kostka nominated Mapes, however Mapes declined. Kostka nominated Hesser for Secretary, seconded by Yaeger. Approved 6-0-1 (Eason absent). Hesser accepted position of Secretary. G. Review and possible action related to the Day and Time of GUS Board Meetings. – Arthur Yaeger, GUS Board Chair Discussion: Yaeger reviewed current date and time of meetings. No further discussion. Motion by Kostka, seconded by Hesser to approve the Day and Time of Meeting to remain the same; at 2:00PM on the second Friday of each month with the exception of the December meeting to be held on second Thursday of December. Approved 6-0-1 (Eason absent) H. Review and possible action to approve the minutes from the Regular GUS Board meeting held on February 14, 2014. – Sheila K. Mitchell, GUS Board Liaison Discussion: None. Motion by Hesser, seconded by Stump to approve the minutes from the Regular GUS Board meeting held on February 14, 2014. Approved 6-0-1 (Eason absent) I. Consideration and possible recommendation to approve the contract for construction of the Tin Barn Alley / 17th St / 8th St Pavement and Utility Improvements to Patin Construction, LLC., of Taylor, Texas for the amount of $882,678.00. - Wesley Wright, P.E., Systems Engineering Director/Michael Hallmark, Project Manager Discussion: Wright stated project is ready for construction. Was originally a utility project for Tin Barn Alley and grew to incorporate electric and paving projects in the area. Yaeger asked and Wright further explained history and location of project for the benefit of new members. Work will provide conduit to facilitate electric when funding available. Lumped projects together for a competitive bid. Patin has done work for us in past and performed well. Kostka stated this was the first he remembered seeing the engineer’s estimate included in the bid. Hallmark and Wright explained we try and include those costs if available at time of board review; this cost was for engineer design work of packaging quotes. Kostka asked what you would do if only one bid received and Wright responded if bid was competitive then staff would bring forward to board. If bid not competitive and funds not in budget, then bids would be sent out for re-bid. Sometimes companies bid out to stay active and meet requirements of their bonding company. Pastor asked and Wright noted completion date of 150 days; will start after Red Poppy Festival and contractor should be able to make timeline. Stump asked about depth of trench and Hallmark noted 3-7 feet depending on electric needs. Pastor commented about natural springs under palace and Hallmark felt we would not trench that deep. Motion by Kostka, seconded by Hesser to approve the contract for construction of the Tin Barn Alley / 17th St / 8th St Pavement and Utility Improvements to Patin Construction, LLC., of Taylor, Texas for the amount of $882,678.00. Approved 6-0-1 (Eason absent) Yaeger asked staff to introduce themselves for benefit of new board members – introductions around the room. Ben Lake of Steger & Bizzell introduced himself, stating they were engineer of the Tin Barn Alley project. J. Consideration and possible recommendation to award the contract for construction of the Park Lift Station and Miscellaneous Lift Station Improvements to Central Road and Utility of Austin, Texas in the amount of $492,000.00.- Wesley Wright, P.E., Director of Engineering / Michael Hallmark, Project Manager Discussion: Wright updated on CIP plan for upgrades of lift stations to be compliant with TCEQ requirements. This year’s major plant upgrade is Park Lift Station serving San Gabriel Wastewater Treatment Plant. Four additional smaller lift stations are included. Motion by Kostka, seconded by Hesser to award the contract for construction of the Park Lift Station and Miscellaneous Lift Station Improvements to Central Road and Utility of Austin, Texas in the amount of $492,000.00. Approved 6-0-1 (Eason absent) K. Consideration and possible recommendation to approve a contract for construction of the Solid Waste Public Drop Facility to BPI-Bauerle Partners, Inc., of Lakeway, Texas in the amount of $184,125.80. -- Wesley Wright, P.E., Director of Engineering / Michael Hallmark, Project Manager Discussion: Wright stated a Steger & Bizzell designed project. Wright referred to pictures in packet and explained current facility and how it has fatigued over the years thus the need for redesign. Funds are available in budget. No interruption of service to accommodate the public. TDS has been working close with City on design of project. Kostka asked and Wright described concrete retaining wall being built. Hesser asked length of wall; Wright noted approximately four dumpsters wide. Lake clarified approximately 8 feet wide and approximately 8-9 feet high. Pastor asked about debris around current containers (in pictures included in packet). Wright explained TDS will work through this process, noting the re-design will take care of a lot of these issues and grounds will look much cleaner. Motion by Pastor, seconded by Mapes to approve a contract for construction of the Solid Waste Public Drop Facility to BPI-Bauerle Partners, Inc., of Lakeway, Texas in the amount of $184,125.80. Approved 6-0-1 (Eason absent) L. Consideration and possible recommendation to approve a Task Order KPA-14-005 with Kasberg, Patrick & Associates, LP of Georgetown, Texas, for professional services related to Edwards Aquifer Recharge Zone Rehabilitation 2013-14 in the amount of $284,540.00. – Wesley Wright, P.E., Director of Engineering / Michael Hallmark, Project Manager Discussion: Wright explained EARZ and details of the project, to bring the new board members up to date. Funds will become available for the construction work in the CIP Budget in October. This request is for the design of construction work and funds are available in current budget. Pastor asked and Wright explained process and materials used for replacing pipe and considerations taken during design work. Motion by Hesser, seconded by Kostka to approve a Task Order KPA-14-005 with Kasberg, Patrick & Associates, LP of Georgetown, Texas, for professional services related to Edwards Aquifer Recharge Zone Rehabilitation 2013-14 in the amount of $284,540.00. Approved 6-0-1 (Eason absent) M. Consideration and possible recommendation to award a bid to Power Line Services of Houston, Texas in the amount of $203,294.52 for labor associated with the 2014 Electric System Overhead Construction and Maintenance Projects. -- Wesley Wright, P.E., Systems Engineering Director and Jim Ward, Electric Planning Supervisor Discussion: Wright explained electric moving forward with multiple projects noting staff is not able to construct all projects in-house. Staff feels it best to bid some work out and package together for competitive bids. City provides all materials and contractor does labor work for us. Projects included in labor bid are FM1460 Road Widening, Vine Street Reconductor and Tie, Georgetown East 60 Feeder Conversion. Yaeger asked and Wright stated he did not think City has used this contactor before, however, McCord Engineering, our contracted electrical engineering firm, has used them and received good service. Pastor asked and Wright explained estimate process, stating this labor bid was a lump sum estimate instead of a line item breakdown. Hesser asked and Wright explained how this is different than the Techline labor agreement and why we’re not using them for this job. Techline chose three of the six projects proposed, therefore, these three were bid out. Techline felt all six projects would be too large of a volume of work for the one crew they have assigned to the City. Wes explained which 3 projects were given to Techline for this year. Additional discussion continued. Kostka asked why projects were not bid independently and Wright explained staff felt it would be a more attractive package for an electrical contractor than individual projects. Briggs further commented on how this can affect receiving competitive bids. Discussion continued about variances in bids and reasons for higher costs of materials in electric vs. water lines. Motion by Hesser, seconded by Pastor to award a bid to Power Line Services of Houston, Texas in the amount of $203,294.52 for labor associated with the 2014 Electric System Overhead Construction and Maintenance Projects. Approved 6-0-1 (Eason absent) Yaeger encouraged board members to attend the upcoming Board and Commissions reception for outgoing and incoming board members. He noted the absence of board member Eason. Adjournment Motion by Kostka, seconded by Hesser to adjourn. Approved 6-0-1 (Eason absent). Adjourned at 2:42PM Approved: Attested: _________________________ ____________________________ Arthur Yaeger – Board Chair John Hesser – Secretary _____________________________ Sheila K. Mitchell, GUS Board Liaison City of Georgetown, Texas SUBJECT: Consideration and possible recommendation to amend Task Order M&S-14-001 with M&S Engineering, LLC in the amount of $30,000.00 for a total of $75,000.00. -- Jimmy Sikes, T&D Services Manager ITEM SUMMARY: The original Task Order for Engineering Review of relay settings, scheme, and relay operation review was scoped at $45,000 for the fiscal year with work performed at an hourly rate. The review of the settings and scheme for the East, South, and Lone Star facilities will require additional funds of approximately $30,000.00, bringing the total Task Order to $75,000.00 for the year. STAFF RECOMMENDATION: Staff recommends amending Task Order for the additional funds of approximately $30,000.00, bringing the total Task Order to $75,000.00 for the year. FINANCIAL IMPACT: Funds are available in the Electric Fund and budgeted in the T&D Operations budget 610-5-0525-51-330. SUBMITTED BY: Jimmy Sikes, T&D Services Manager ATTACHMENTS: Description Type Task Order Backup Material City of Georgetown, Texas SUBJECT: Consideration and possible recommendation to award the bid for two substation transformers to Virginia Transformer Corp., of Roanoke, Virginia in the amount of $1,304,556.00. -- Jimmy Sikes, T&D Services Manager ITEM SUMMARY: This project encompasses the purchase of one 138/26kV, 41.67MVA transformer for the Rivery Substation and one 138/26/13kV/41.67MVA transformer for the Georgetown East substation. The transformers are needed to provide additional transformation capacity at the Rivery and Georgetown East Substations. The Rivery Substation transformer will replace the Existing LCRA T1 which is being removed as part of the LCRA Substations purchase. In addition to load capacity, the new GUS-owned transformers will allow for increased system reliability, and will reduce the loading on the existing transformers. Bids were opened March 5, 2014 at 2:00 p.m. for the purchase of the two transformers. Bids were received from 9 firms. M&S Engineering, LLC has evaluated the bids and recommended award to Virginia Transformer Corp. Under the specifications in the bid package, payment for the transformers is due upon delivery of each transformer, 24-26 weeks after receipt of order. STAFF RECOMMENDATION: Staff recommends awarding the bid to Virginia Transformer Corp., of Roanoke, Virginia in the amount of $1,304,556.00. FINANCIAL IMPACT: Budgeted in 2013/14 CIP Budget 610-9-0585-90-003 SUBMITTED BY: Jimmy Sikes, T&D Services Manager ATTACHMENTS: Description Type Cip Budget Sheet Backup Material Bid Tab Backup Material Engineers Evaluation Backup Material Engineer Letter of Recommendation Backup Material DATE: PROJECT NAME:5BY, 5CA 4/11/2014 Division/Department:Director Approval Prepared By:Jimmy Sikes Finance Approval La'Ke03/28/14 TOTAL ANNUAL BUDGET 4,637,000.00 (Current year only) Actual Cost Agenda Total Spent Encumbrance Item & Encumbered % Annual (A) before agenda item (B)(A + B) Budget Consulting 382,800.00 382,800.00 8% Right of Way 0.00 0% Construction 0.00 0% Other Costs 1,795,786.54 1,304,556.00 3,100,342.54 67% Total Current Year Costs 2,178,586.54 3,483,142.54 Approved GENERAL LEDGER ACCOUNT NUMBER CY Budget 610-9-0585-90-003 4,637,000.00 Total Budget 4,637,000.00 TOTAL PROJECT BUDGET 4,637,000.00 (includes all previous yrs) Prior Years Current Year Total Project % Total Spent/Encumbered Costs Costs Budget Consulting 382,800.00 382,800.00 8% Right of Way 0.00 0.00 0% Construction 0.00 0.00 0% Other Costs 3,100,342.54 3,100,342.54 67% Total Project Costs 0.00 3,483,142.54 3,483,142.54 Comments: Gus/Electric 2014 Transformer Purchases CIP- Budgetary and Financial Analysis Worksheet ITEM#Virginia Transformer ABB Texas Electric Cooperative Iljin Weg Techline Doubletree Systems Shihlin Electric Efacec Power Transformers 1-transformer for Rivery $636,778.00 $650,852.00 $637,115.00 $834,604.00 $833,900.00 $887,035.00 $1,069,000.00 $775,000.00 $899,016.00 Off loading & placement for item #1 $719,520.00 $19,590.00 $865,511.00 $880,900.00 $1,054,276.00 $1,113,000.00 No bid No bid Field assembly and field tests for item #1 $41,135.00 2-transformer for Georgetown East $667,778.00 $696,910.00 Off loading & placement for item #2 $15,570.00 Field assembly, drying process, vacuum oil filling & field tests for item #2 $52,990.00 OPTIONAL ITEM - Hydran M2 monitoring equipment $14,430.00 OPTIONAL ITEM - Kelman Transfix monitoring equipment in lieu of Hydran M2 $46,400.00 Notes: quote valid through 4/4/14 includes offload and install pricing does not incl spare parts - see bid financials included quote valid for 60 days quote valid for 30 days incomplete bid incomplete bid took exception to our T&Cs quote valid through 4/25/14 see bid for exceptions to technical specs took exception to liquidated damages - capped at 10% of affected transformer price Howard Industries T&Cs apply see bid for payment terms milestones for payments not incl took exception to techical specs took exceptions to our standard T&Cs capped liquidated damages at 2% of quoted price spare parts not included in cost - see bid no financials included took exception to our standard T&Cs Quote valid for 30 days T&Cs indicate installation, setup, field testing, etc. not incl quote valid for 30 days financials available upon request no financials included TOTAL $1,304,556.00 $1,370,372.00 $1,524,140.00 $1,700,115.00 $1,714,800.00 $1,941,311.00 $2,182,000.00 $775,000.00 $899,016.00 TERMS Progress payments Net 30 Net 30 Net 30 Net 30 Net 30 Net 30 Net 30 Progress payments FOB Dest, ppy & allow Destination Destination Destination Destination See Bid China Destination Destination DEL 24-26 weeks ARO 26 weeks ARO 25-29 weeks ARO 36 weeks ARO 28 weeks ARO 32-34 weeks ARO 36 weeks ARO 32 weeks ARO 10 months ARO Bid Invitation No.: Division: Bid Opening Date: GUS - Electric 201413 - Transformers for Rivery & Georgetown East 05 March 2014, 2PM Georgetown Transformer Bid Evaluation ITEM MANUFACTURER/VENDOR Vendor Virginia Transformer ABB Texas Electric Coop. Manufacturer Virginia Transformer ABB GE Prolec Rivery Substation Purchase Price $636,778 $587,942 $637,115 Off-Loading & Placement Included $5,575 $19,590 Field Assembly & Testing Included $57,335 $41,135 No-Load Losses (kW/$) 18.48 kW/$68,746 18.17 kW/$67,592 24 kW/$89,280 Load Losses (kW/$) 92.7 kW/$193,743 91.98 kW/$192,238 85 kW/$177,650 Auxiliary Losses (kW/$) 4.8 kW/$5,520 6.3 kW/$7,245 3.0 kW/$3,450 Field SFRA* Included Included $10,000 Total Evaluated Cost $904,787 $917,927 $978,220 Core & Coils (Lbs.) 57,640 56,600 69,000 Tank & Fittings (Lbs.) 50,780 46,700 44,490 Oil – Gals/Lbs. 7,552 gals./56,640 lbs. 7,290 gals./54,700 7,010 gals./52,690 lbs. Total Weight (Lbs.) 176,000 (165,060) 158,000 166,180 Shipping Weight (Lbs.) 152,602 81,300 145,960 Height (inches) 238 198 209 Width (inches) 274 228 308 Depth(inches) 180 224 204 Height Over Cover (inches) 162 139 152 LTC Reinhausen – RMV-II Reinhausen – RMV-II Reinhausen – RMV-II East Substation Purchase Price $667,778 $656,610 $696,910 Off-Loading & Placement Included $5,575 $15,570 Field Assembly & Testing Included $57,335 $52,990 No-Load Losses (kW/$) 18.73 kW/$69,676 18.78 kW/$69,862 25 kW/$93,000 Load Losses (kW/$) 97.27 kW/$203,294 88.89 kW/$185,780 87 kW/$181,830 Auxiliary Losses (kW/$) 4.8 kW/$5,520 6.3 kW/$7,245 3.0 kW/$3,450 Spare Parts - $ Included $20,670 $25,705 Field SFRA* Included Included $10,000 Total Evaluated Cost $946,268 $1,003,077 $1,079,455 Core & Coils (Lbs.) 58,792 67,000 79,630 Tank & Fittings (Lbs.) 51,796 49,000 49,520 Oil – Gals/Lbs. 7,703 gals./57,773 lbs. 8,160 gals./61,200 lbs. 8,980 gals./67,460 lbs. Total Weight (Lbs.) 179,520 (168,361) 177,200 196,610 Shipping Weight (Lbs.) 121,747 92,700 115,980 Height (inches) 238 205 219 Width (inches) 274 232 322 Depth(inches) 190 224 214 Height Over Cover (inches) 162 146 158 LTC Reinhausen – RMV-II Reinhausen – RMV-II Reinhausen – RMV-II Warranty (Months) 60 months from shipment; 60 months from energizing 60 months from delivery 66 months from shipment; 60 months from energizing In/Out Coverage (Months) 12/18 months 12/18 Months Quote Expiration April 4, 2014 April 25, 2014 30 days after submittal Payment Terms 100% Net 30 Days from Invoice Date 100% Net 30 Days from Invoice Date 100% Net 30 Days from Date of Shipment Approval Drawings ARO 6 weeks 6-8 weeks 10-12 weeks Final Drawings ARO 10-12 weeks TBD 14-16 weeks Shipment From Factory ARO 24-26 weeks 24 weeks 25-29 weeks Arrival at Destination ARO 25-27 weeks 26 weeks 26-30 weeks Total Evaluated Cost $1,851,055 $1,921,004 $2,057,675 Evaluated Bid Over Low $69,949/3.78% $206,620/11.16% Manufacture Location Pocatello, ID. Crystal Springs, MS. Apodaca, N.L. Mexico Excludes bushings, radiators, arrester brackets, etc. – weight the crane will be required to lift on site Shipped with oil Shipped with oil 12 months after energizing/18 months after delivery 12 months after energizing/18 months after shipment – capped at 10% of item price Price valid if service performed within 3 months after ship date Galvanized radiators – not painted Galvanized radiators – not painted Galvanized radiators – not painted Exceptions: 5.4.7 Exceptions: 9.3.9 (LDs limited to $10K) Exceptions: 4.4.1; 5.3.7; 5.6.2; 5.19; 6.9.3; etc. *SFRA – Sweep Frequency Response Analysis Bid Evaluation – Per Specification Manufacturer Virginia Transformer ABB GE Prolec Purchase price (45%) 45% 37.5% 30% Loss evaluation (30%) 25% 30% 25% Ability to meet bid specification and requirements ((15%) 15% 15% 7.5% Experience and past performance (10%) 7.5% 7.5% 10% TOTAL (100%) 92.5% 90% 72.5% City of Georgetown, Texas SUBJECT: Consideration and possible recommendation to approve an Offsite Utility Construction and Cost Reimbursement Agreement for the Westinghouse Road Wastewater Improvements between the City of Georgetown and Westinghouse Road Development Group, LLC. -- Glenn W. Dishong, Utility Director ITEM SUMMARY: The purpose of this agreement is to facilitate the construction of wastewater infrastructure to serve the Westinghouse Road area through a cost reimbursement contract. Under the terms of the agreement, WRDG is to construct a major wastewater interceptor running north from Westinghouse Road to a point of connection near Inner Loop. The interceptor is sized to serve the entire area in accordance with the Land Use Plan. Once constructed, the City will reimburse WRDG over a ten year period using the Water Fund with performance requirements made a condition of the repayment. The cost of the interceptor is estimated to be $1,800,000.00. The agreement also requires WRDG to convey the necessary property and easements for the City to construct a regional lift station. The new lift station will allow for the decommissioning of the ACM lift station and will provide service to areas south of Westinghouse Road. The cost of the lift station and force main is estimated to be $3,200,000.00. If a TIRZ is formed in the area, the tax increment will be used in part to reimburse the Water Fund for the cost of infrastructure, including the Westinghouse Interceptor and the Westinghouse Lift Station. FINANCIAL IMPACT: The funds for the reimbursement to WRDG will be from the Water Fund paid over a ten year period. If TIRZ is formed, tax increment will reimburse the Water Fund for the cost of the reimbursement. SUBMITTED BY: Glenn Dishong, Utility Director ATTACHMENTS: Description Type WRDG Deal Point Summary Backup Material WRDG Deal Point Summary WRDG To: 1) Design and Construct Westinghouse Road Interceptor from a point on the south side of Westinghouse Road to the existing wastewater interceptor near Inner Loop. 2) Design and Construct Westinghouse Road Interceptor using escrowed funds supplied by WRDG 3) Complete such design and construction such that the Westinghouse Road Interceptor is completed by approximately December 31, 2014. 4) Convey property and easements necessary for City to construct Westinghouse Lift Station and force main. 5) Develop the WRDG Properties to facilitate new utility connections including Georgetown electric service. City To: 6) Design and Construct Westinghouse Lift Station and force main. 7) Complete design and construction such that the Westinghouse Lift Station and force main is completed by approximately May 31, 2015. 8) Reimburse WRDG for the design and construction cost of the Westinghouse Road Interceptor in 10 annual payments subject to development performance. City of Georgetown, Texas SUBJECT: Presentation and possible discussion regarding the Customer Care Initiative and the Customer Information System (CIS) software opportunities. -- Leticia Zavala, Customer Care Manager/Micki Rundell, Chief Financial Officer ITEM SUMMARY: FINANCIAL IMPACT: N/A SUBMITTED BY: Leticia Zavala, Customer Care Manager/Micki Rundell, Chief Financial Officer ATTACHMENTS: Description Type Coversheet Cover Memo Vision Backup Material 4 11 14 CCinitiative-businessopps FINAL Presentation Georgetown Utility System Advisory Board (GGFAS) Meeting Date: April 11, 2014 Item No. AGENDA ITEM COVER SHEET SUBJECT Presentation and possible discussion regarding the Customer Care Initiative and the Customer Information System (CIS) software opportunities. ITEM SUMMARY A Customer Care overview and update will be presented. It will include discussion of the evolution from a billing only environment (Utility Office) into a full service Customer Care Center providing customer information and interaction along with enhanced billing options. Technical challenges with the current Customer Information System (CIS) software will also be presented with plans for future replacement. Ways to leverage the new system capabilities to allow GUS to meet future expansion goals will also be discussed. FINANCIAL IMPACT ATTACHMENTS Presentation Leticia Zavala Micki Rundell Customer Care Manager Chief Financial Officer Georgetown Utility Systems (GUS) Customer Vision Georgetown, the premier community in Central Texas, is the City of Excellence As such, Georgetown Utility Systems is dedicated to providing customers with high quality services and is a leading innovator in customer care for public power and municipals in the state of Texas. Customer Expectations:  A single call/one stop resolution center  Multiple customer interaction & service opportunities  Relationships providing customers a unique “small town” experience with “Big City” services  Customer Service Representatives that are advocates for all customers  Timely resolution of issues Georgetown’s Customer Care Representatives are:  Knowledgeable about the City’s utility operations  Respectful of others, both customers and coworkers  Friendly, personable, and accept responsibility for their actions  Problem solvers dedicated to helping others  Fair and compassionate customer advocates  Technologically savvy and understand the importance of accurate data  Empowered professionals who understand their role in the success of the City’s utility operations Customer Care “Tools” should include:  Proactive multimedia communications  Easy access to customer information  Seamless integration of customer information from other systems  Streamlined call handling capabilities  Multiple types of program and service offerings  Historical customer interaction database to facilitate relationships  Innovative services that support sales and marketing efforts Customer Care “Tools” enable us to:  Educate and inform customers of services  Answer and resolve issues in a timely and effective manner  Increase efficiency and reduce call queue wait times  Improve customer loyalty through a variety of program offerings  Increase conservation efforts by providing individualized services and analytics on usage information Implementation Strategies include:  Develop an organizational design and staffing plan to meet our Customer Service Vision  Develop a foundation of behavior based standards to create a culture that fosters positive and interactive customer relationships  Reengineer Interactive Voice Response (IVR) System to enhance capabilities and improved services  Replace existing Customer Information Software (CIS) that includes a Customer Relationship Management (CRM) system to facilitate interactions with customers  Establish a unified customer portal and architecture that allows customers to self-serve while offering interactive capabilities (Chat,  Incorporate use of Social Media as a key element of customer communications  Expand and utilize new technologies to enhance the customer experience Customer Care Initiative & Customer Information System (CIS) Software Opportunities GUS Board Meeting April 11, 2014 Evolution to Customer Care •In 2009, City was at a crossroad Establishing Citywide Software (IT) Master Plan End of life replacement for Utility Automated Meter Reading (AMR) system Evaluating Customer Information System (CIS) capabilities for post AMR implementation •Change was propelling us to “think outside the box” to meet future demands Potential to leverage existing structure in Utility Office to provide enhanced customer service Now viable opportunity Evolution to Customer Care •Utility Office Review –Pivotal function could be leveraged to provide issue resolution in one place •Already providing “meter to cash” services –Philosophy shifting from being “order takers” into becoming “information managers ” •“Point of contact” for meter replacement project –Evolving into a Customer Care environment •Applying lessons learned during the meter replacement project Evolution to Customer Care •Automated Meter Reading (AMR) Replacement Project Replaced 45,000 meters, impacting every customer on the system Provided systematic communication •Neighborhood specific •Coordination with Field, Office, & Installation staff Customer Care served as the “front line” for •Customer communication on the project •Customer issue resolution with installation vendor and field operations Customer Care Focus Enhance Customer interactions and build Customer relationships –Set behavior based standards •Worked with outside consultant to identify, develop, & implement desired behaviors –Soft skill development training •Communication, Listening, Flexibility, Initiative, Professionalism, & Task Orientation Centralize utility related calls into Call Center –Control Center –Permitting Customer Care Focus Standardize customer communications –Email templates that communicate day -to day business activities •New connects, draft authorizations, New service, etc. –Telephone scripting •“Thank you for calling the City of Georgetown, my name is..” –Integrating phone system call flows •Providing one path for customer entry –Utility Bill modifications •eStatements, Statement billing, enhancing information on utility bills (meter size, rate tiers, etc.) Customer Care Focus Offer additional Self-Serve options to Customers –Automated bill payment via phone system –Usage data availability via web portal (GUARD) –Capability to view prior bills online Actively communicate available programs –AquaMessenger –Low Income Discounts –Irrigation audits –Good Neighbor Fund Incorporate Marketing & Public Relations –Education & Awareness Advertising Campaigns –Develop & Implement “Welcome Brochure” –Integrate Social Media •Planned outages; Conservation Tips; Programs & Promotions Leverage Customer Care structure to provide customer service and billing services to surrounding communities •CTSUD Customer Care Focus - Future Utility Office Customer Care initiative Customer Experience Evolution Process Basic “Meter to Cash” Services: •Usage Data collection •Usage Data validation •Bill presentment •Payment processing •Credit & collection services Added Service Options: •Call center environment •Revised organizational structure •eStatements & Statement billing •Web portal •Reengineered phone system and menu options •Standardized customer communications (email templates, statements, etc.) Enhanced Customer Interactions CIS/CRM software acquisition Marketing & Public Relations Facility Remodel Multiple product offerings Multiple rate options Social Media Data analytics Technical Challenges with Current Customer Information System (CIS) Software What Next? Customer Information System (CIS) •Purchased current system in 1994 Less than 10,000 customers when implemented  Now at 36,000 w/CTSUD management contract •Major system upgrade in 2001 •Current system is “COBAL” based Difficult to integrate with other software systems Incapable of Time of Use (TOU) Rate Pricing Inflexible to modify – “Legacy System” Odyssey 2010 2009 – Released Request for Proposal (RFP) to replace CIS system •4 Responses –1 - Tier 1 – SAP •Eliminated due to costs (Approximately $8M) and complexity –3 – Tier 2 – All Harris products •Costs estimated between $2.5M and $3.5M •Narrowed selection to 2 finalists Odyssey 2010 •Conducted “site visits” - July 2010 –Team of 6 different perspectives (GUS & Finance) –Implementation sites didn’t look like software demo’s –Software was not integrated - processes were silo’s •Could NOT make business case to select either finalist CONCLUSION: 2010 market did not have solution for City’s long term software needs! Tier 1 Solutions Provide… •Cutting edge technology to meet the needs of an integrated solution –Takes best advantage of AMI investment –Provides tools necessary for CSRs in meeting customer care goals •Broadens customer care opportunities –Integrates to Enterprise Asset Management system and other key systems –Provides analytic tools to determine trend analysis •Tier 1 Venders…. SAP and Oracle CIS Market – 5 Years Later Tier 1 vendors pushing into new smaller markets Vendors see profitability of partnering with utilities for expanded services Tier 1 systems that were cost prohibitive are now within reach –Offering alternative software acquisition models •More cost effective for smaller utilities –Offering software as a “service” rather than an “equipment” purchase WHY ORACLE? •Staff has evaluated software via demos over the past 2 years •Leading edge provider of CIS/CRM services –Expanded Microsoft Dynamics platform –Easily integrates into other City systems •Larger customer base –Larger & more sophisticated organizations •More intuitive in providing CSR available information from other systems to resolve Customer issues ORACLE - Tier 1 Solution •Price point…. WAY more than the City wants to spend as a traditional “license” purchase •BUT… what if the City could get the features it needs on a per customer “rental” basis? •Utilize creative funding opportunities –Leveraging partnership with Westin Engineering •Westin has developed a model that offers Oracle services on a “per customer” cost •Hosted solution Oracle Partnership Solution •Westin Engineering –Owns Oracle licenses •Cincinnati Water is 1st customer •Hosted Solution –Manages servers in the “cloud” •City pays for implementation/conversion of existing system –Consultants needed to implement the Oracle software •Estimated costs up to $4M to $5M Next Steps: Over the next 3 months: •Staff to attend CS Week in San Antonio to further research this option •Further refine customer costs and operational “hosted” model •Site visits and reference checks Fall 2014: •Contract & cost of service approvals to Boards & City Council January 2015 – Begin software implementation Questions? City of Georgetown, Texas SUBJECT: Discussion and presentation of the draft 2014-2015 Capital Improvement Plan -- Wesley Wright, P.E., Systems Engineering Director ITEM SUMMARY: FINANCIAL IMPACT: N/A SUBMITTED BY: Wesley Wright, P.E., Systems Engineering Director City of Georgetown, Texas SUBJECT: Executive Session In compliance with the Open Meetings Act, Chapter 551, Government Code, Vernon's Texas Codes, Annotated, the items listed below will be discussed in closed session and are subject to action in the regular session. Sec. 551.086 Competitive Matters -- Discussion and presentation of the draft 2014-2015 Electric Capital Improvement Plan -- Wesley Wright, P.E., Systems Engineering Director ITEM SUMMARY: FINANCIAL IMPACT: N/A SUBMITTED BY: Wesley Wright, P.E., Systems Engineering Director City of Georgetown, Texas SUBJECT: Action from Executive Session ITEM SUMMARY: FINANCIAL IMPACT: N/A SUBMITTED BY: City of Georgetown, Texas SUBJECT: ITEM SUMMARY: FINANCIAL IMPACT: N/A SUBMITTED BY: