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01-28-2009 HUCMRegular Meeting January 28, 2009 Members present: President Donald H. Walser; Vice President David Wetterling; Secretary Dwight Bordson; Commissioner Robert Hantge; General Manager Michael Kumm Members absent: Commissioner Craig Lenz; Attorney Marc Sebora Present Walser called the meeting to order at 3:00 p.m. President Walser called for the commissioner reorganization. David Wetterling nominated Dwight Bordson for the position of president. A motion was made by Robert Hantge, seconded by David Wetterling to close nominations and elect Dwight Bordson as president. Motion was unanimously carried. Dwight Bordson nominated Robert Hantge for the position of vice president. A motion was made by David Wetterling, seconded by Dwight Bordson to elect Robert Hantge as vice president. Motion was unanimously carried. Dwight Bordson appointed David Wetterling as secretary. Dwight Bordson appointed Marc Sebora as legal counsel. Dwight Bordson appointed Lin Madson as recording secretary. A motion was made by Vice President Wetterling, seconded by Secretary Bordson to designate Wells Fargo as depository for utility funds. Motion was unanimously carried. The minutes of the December 30, 2008 regular meeting were reviewed. A motion was made by Vice President Wetterling, seconded by Commissioner Hantge to approve the minutes as written. Motion was unanimously carried. GM Kumm presented the December 2008 payables. After discussion, a motion was made by Commissioner Hantge, seconded by Secretary Bordson to ratify the payment of bills in the amount of $4,006,325.87 (detailed listing in payables book). Motion was unanimously carried. GM Kumm presented the December 2008 financial statements /budget year -to -date. After discussion, a motion was made by Secretary Wetterling, seconded by Commissioner Hantge to approve the December 2008 financial statements /budget year - to -date. Motion was unanimously carried. The agreement for professional services with Power System Engineering, Inc. for Advanced Metering Infrastructure Services (tabled from December 30, 2008 regular meeting) was presented. Two changes were made to the terms and conditions. Risk Allocation section: The consultants' liability shall not exceed $150,000. Ownership of Documents section: Shall remain the property of Hutchinson Utilities Commission. A motion was made by Vice President Wetterling, seconded by Secretary Bordson to approve the changes to the agreement for professional services with Power System Engineering, Inc. for Advanced Metering Infrastructure Services (tabled from December 30, 2008 regular meeting). Motion was unanimously carried. GM Kumm presented changes to policies and requirements booklet, section: Errors In Billing. A motion was made by Secretary Bordson, seconded by Commissioner Hantge to approve the changes to policies and requirements booklet, section: Errors In Billing. Motion was unanimously carried. (See attached.) GM Kumm presented the policy on Inserts With Utility Bills. This policy needs to be rescinded, changed, and added to the policies and requirements booklet. After discussion, a motion was made by Commissioner Hantge, seconded by Secretary Bordson to rescind the policy on inserts with utility bills that was adopted January 22, 1987, and adopt new policy on inserts with utility bills, recommended by staff, and add it to the policies and requirements booklet. Motion was unanimously carried. (See attached.) GM Kumm discussed the level of authority on purchasing limits. The State of Minnesota has increased the amount of formal bids from $15,000 to $25,000 and we need to change our policy on purchasing to reflect that change. After discussion it was decided to include our credit card policy on next month's agenda. After further discussion, a motion was made by Secretary Bordson, seconded by Vice President Wetterling to approve the changes to our policy on purchasing. Motion was unanimously carried. (See attached.) Discussion was held regarding the agenda that HUC compiled for the joint HUC /City meeting to be held on Thursday, January 29, 2009 at 4:00 at the Event Center. GM Kumm discussed the handouts that were included in the packets for the joint meeting which include: electric and natural gas rate comparisons; electric reliability indices; President Obama's New Energy for America; HUC's integrated resource plan - electric; time diversity model - natural gas; rate stability -fuel /power cost adjustment; and payment in lieu of taxes that he'll discuss at the joint meeting. As of today, we have not heard from City if they have any agenda items to discuss. Steve Lancaster presented requisition #003356 for pad mounted transformers from RESCO. These are inventory for projects in 2009. After discussion, a motion was made by Vice President Wetterling, seconded by Secretary Bordson to approve requisition #003356 for pad mounted transformers from RESCO for $52,680.23. Motion was unanimously carried. (See attached.) Steve Lancaster presented requisition #003377 for 22,500' conductor from Border States. This is inventory for the conversion projects in 2009. After discussion, a motion was made by Commissioner Hantge, seconded by Secretary Bordson to approve requisition #003377 for 22,500' conductor from Border States for $27,916.31. Motion was unanimously carried. (See attached.) Steve Lancaster presented requisition #003384 for cooling tower fan blade replacement at plant 2 from Cooling Tower Contractors. The blades have become unbalanced over time and this maintenance needs to be completed for the cooling towers to function properly. After discussion, a motion was made by Vice President Wetterling, seconded by Secretary Bordson to approve requisition #003384 for cooling tower fan blade replacement at plant 2 from Cooling Tower Contractors for $22,162. Motion was unanimously carried. (See attached.) February's 2009 regular commission meeting was rescheduled. GM Kumm will be attending the 2009 APPA legislative rally in Washington, D.C., and will not be able to attend the February regular commission meeting. After discussion, it was decided to reschedule the February regular commission meeting on Monday, March 2, 2009 at 3:00 p.m. Division reports Electric — Steve Lancaster • The MMUA diesel generation workshop has been cancelled. Gas — John Webster • Handed out the 2008 3rd party damage report — 3 hits Business — none GM Kumm reported that our contracted meter reader has indicated she no longer wants to read meters. We'll wait for the official written notice from her, then in 90 days the contract will expire. Legal Update GM Kumm reported that our attorneys Larkin & Hoffman reached a settlement agreement with the EQB for $150,000 to be used for future soil de- compaction. We extended that agreement to December of 2008. If there were any funds left over, they were to be spent on a study for soil compaction. The attorneys from SibRenFair feel they should receive those left over funds. Our attorneys Mr. VanCleve and Mr. Sebora have drafted a letter with a copy of the agreement and have sent the letter to the attorneys for SibRenFair. Unfinished Business Amend motion to the Medica Contract, Article 2, Section 2.1: Term and Renewal: Jan Sifferath did ask for the requested change from 30 days to 60 days for notification of any modifications to these contracts, but the request for the change was denied. Therefore, the motion does not need to be amended. Territory agreement and state law We will work with Glencoe and reach an agreement. New Business Electric reliability indices We are 10 -20 times more reliable than the investor owned utilities. (See attached.) Electric rate comparison Comparison between 2007 and 2008 residential billing. (See attached.) Natural gas rate comparison Comparison between 2007 and 2008 residential, commercial and industrial billing. (See attached.) There being no further business, a motion was made by Vice President Wetterling, seconded by Commissioner Hantge to adjourn the meeting at 4:48 p.m. Motion was unanimously carried. ATTEST: Dwight Bordson, President David Wetterling, Secretary Regular Meeting January 28, 2009 Members present: President Donald H. Walser; Vice President David Wetterling; Secretary Dwight Bordson; Commissioner Robert Hantge; General Manager Michael Kumm Members absent: Commissioner Craig Lenz; Attorney Marc Sebora Present Walser called the meeting to order at 3:00 p.m. President Walser called for the commissioner reorganization. David Wetterling nominated Dwight Bordson for the position of president. A motion was made by Robert Hantge, seconded by David Wetterling to close nominations and elect Dwight Bordson as president. Motion was unanimously carried. Dwight Bordson nominated Robert Hantge for the position of vice president. A motion was made by David Wetterling, seconded by Dwight Bordson to elect Robert Hantge as vice president. Motion was unanimously carried. Dwight Bordson appointed David Wetterling as secretary. Dwight Bordson appointed Marc Sebora as legal counsel. Dwight Bordson appointed Lin Madson as recording secretary. A motion was made by Vice President Wetterling, seconded by Secretary Bordson to designate Wells Fargo as depository for utility funds. Motion was unanimously carried. The minutes of the December 30, 2008 regular meeting were reviewed. A motion was made by Vice President Wetterling, seconded by Commissioner Hantge to approve the minutes as written. Motion was unanimously carried. GM Kumm presented the December 2008 payables. After discussion, a motion was made by Commissioner Hantge, seconded by Secretary Bordson to ratify the payment of bills in the amount of $4,006,325.87 (detailed listing in payables book). Motion was unanimously carried. GM Kumm presented the December 2008 financial statements /budget year -to -date. After discussion, a motion was made by Secretary Wetterling, seconded by Commissioner Hantge to approve the December 2008 financial statements /budget year - to -date. Motion was unanimously carried. The agreement for professional services with Power System Engineering, Inc. for Advanced Metering Infrastructure Services (tabled from December 30, 2008 regular meeting) was presented. Two changes were made to the terms and conditions. Risk Allocation section: The consultants' liability shall not exceed $150,000. Ownership of Documents section: Shall remain the property of Hutchinson Utilities Commission. A motion was made by Vice President Wetterling, seconded by Secretary Bordson to approve the changes to the agreement for professional services with Power System Engineering, Inc. for Advanced Metering Infrastructure Services (tabled from December 30, 2008 regular meeting). Motion was unanimously carried. GM Kumm presented changes to policies and requirements booklet, section: Errors In Billing. A motion was made by Secretary Bordson, seconded by Commissioner Hantge to approve the changes to policies and requirements booklet, section: Errors In Billing. Motion was unanimously carried. (See attached.) GM Kumm presented the policy on Inserts With Utility Bills. This policy needs to be rescinded, changed, and added to the policies and requirements booklet. After discussion, a motion was made by Commissioner Hantge, seconded by Secretary Bordson to rescind the policy on inserts with utility bills that was adopted January 22, 1987, and adopt new policy on inserts with utility bills, recommended by staff, and add it to the policies and requirements booklet. Motion was unanimously carried. (See attached.) GM Kumm discussed the level of authority on purchasing limits. The State of Minnesota has increased the amount of formal bids from $15,000 to $25,000 and we need to change our policy on purchasing to reflect that change. After discussion it was decided to include our credit card policy on next month's agenda. After further discussion, a motion was made by Secretary Bordson, seconded by Vice President Wetterling to approve the changes to our policy on purchasing. Motion was unanimously carried. (See attached.) Discussion was held regarding the agenda that HUC compiled for the joint HUC /City meeting to be held on Thursday, January 29, 2009 at 4:00 at the Event Center. GM Kumm discussed the handouts that were included in the packets for the joint meeting which include: electric and natural gas rate comparisons; electric reliability indices; President Obama's New Energy for America; HUC's integrated resource plan - electric; time diversity model - natural gas; rate stability - fuel /power cost adjustment; and payment in lieu of taxes that he'll discuss at the joint meeting. As of today, we have not heard from City if they have any agenda items to discuss. Steve Lancaster presented requisition #003356 for pad mounted transformers from RESCO. These are inventory for projects in 2009. After discussion, a motion was made by Vice President Wetterling, seconded by Secretary Bordson to approve requisition #003356 for pad mounted transformers from RESCO for $52,680.23. Motion was unanimously carried. (See attached.) Steve Lancaster presented requisition #003377 for 22,500' conductor from Border States. This is inventory for the conversion projects in 2009. After discussion, a motion was made by Commissioner Hantge, seconded by Secretary Bordson to approve requisition #003377 for 22,500' conductor from Border States for $27,916.31. Motion was unanimously carried. (See attached.) Steve Lancaster presented requisition #003384 for cooling tower fan blade replacement at plant 2 from Cooling Tower Contractors. The blades have become unbalanced over time and this maintenance needs to be completed for the cooling towers to function properly. After discussion, a motion was made by Vice President Wetterling, seconded by Secretary Bordson to approve requisition #003384 for cooling tower fan blade replacement at plant 2 from Cooling Tower Contractors for $22,162. Motion was unanimously carried. (See attached.) February's 2009 regular commission meeting was rescheduled. GM Kumm will be attending the 2009 APPA legislative rally in Washington, D.C., and will not be able to attend the February regular commission meeting. After discussion, it was decided to reschedule the February regular commission meeting on Monday, March 2, 2009 at 3:00 p.m. Division reports Electric — Steve Lancaster • The MMUA diesel generation workshop has been cancelled. Gas — John Webster • Handed out the 2008 3rd party damage report — 3 hits Business — none GM Kumm reported that our contracted meter reader has indicated she no longer wants to read meters. We'll wait for the official written notice from her, then in 90 days the contract will expire. Legal Update GM Kumm reported that our attorneys Larkin & Hoffman reached a settlement agreement with the EQB for $150,000 to be used for future soil de- compaction. We extended that agreement to December of 2008. If there were any funds left over, they were to be spent on a study for soil compaction. The attorneys from SibRenFair feel they should receive those left over funds. Our attorneys Mr. VanCleve and Mr. Sebora have drafted a letter with a copy of the agreement and have sent the letter to the attorneys for SibRenFair. Unfinished Business Amend motion to the Medica Contract, Article 2, Section 2.1: Term and Renewal: Jan Sifferath did ask for the requested change from 30 days to 60 days for notification of any modifications to these contracts, but the request for the change was denied. Therefore, the motion does not need to be amended. Territory agreement and state law We will work with Glencoe and reach an agreement. New Business Electric reliability indices We are 10 -20 times more reliable than the investor owned utilities. (See attached.) Electric rate comparison Comparison between 2007 and 2008 residential billing. (See attached.) Natural gas rate comparison Comparison between 2007 and 2008 residential, commercial and industrial billing. (See attached.) There being no further business, a motion was made by Vice President Wetterling, seconded by Commissioner Hantge to adjourn the meeting at 4 :48 p.m. Motion was unanimously carried. 1 ATTEST: (a fyt ( � Dwight Bor on, President David Wetterling, Secretary Professional Services Proposal for Hutchinson Utilities for AMI Procurement Consulting Services December 16, 2008 Contact: Bob Herbst 2000 Engel Street Madison, WI 53713 Direct: 608- 268 -3504 Fax: 608 - 222 -9378 Email: herbstb @powersystem.org Web Site: www.powersystem.org Minneapolis, MN Indianapolis, IN 4:41_ Power System Engineering. Inc. OFFICES IN: 2000 Engel Street MADISON. WI MINNEAPOLIS, MN Madison, WI 53713 COLUMBUS, OH Fax: (608) 222-9378 INDIANAPOLIS, IN Tel: (608) 222 -8400 Web Site: www.powersystem.org December 16, 2008 Steve Lancaster, Director of Electric Division [via email: slancaster@ci.hutchinson.mn.us] John Webster, Director of Natural Gas Division [via email: jwebster@ci.hutchinson.mn.us] Hutchinson Utilities 225 Michigan St SE Hutchinson, MN 55350 320 - 587-4746 Subject: Scope of Services for AMI Procurement Services Dear Steve and John, We enjoyed speaking with you last Friday and appreciate this opportunity to summarize, per our discussion, Power System Engineering's Advanced Metering Infrastructure (AMI) procurement services for Hutchinson Utilities. Power System Engineering (PSE) has developed a solid AMI procurement process resulting from our extensive experience working with many utilities across the country. This process works very well and results in the utility purchasing an AMI system that meets Hutchinson Utility's needs at the lowest possible price. AMI Procurement Process Steps PSE's in -depth AMI procurement process includes all of the following steps. The attached proposal provides detail. 1. Evaluate and select the most appropriate AMI technology for the utility. 2. Present an introductory AMI workshop onsite at Hutchinson's offices. This workshop will introduce the many AMI benefits and wireless technology and capabilities and will be conducted in conjunction with a "kick off' meeting. 3. Identify AMI requirements. We conduct a thorough needs analysis and gather information from all utility department project team members. 4. Evaluate wide area communications technologies and conduct a high -level overview of the available communications backhaul media to transport AMI data from the field to the utility headquarters. This information will be included in the RFP and will aid Hutchinson with a vendor decision and its plans for future system implementation_ Hutchinson Utilities Power System Engineering, Inc. 5. Develop a request for proposal (RFP). This includes all the requirements gathered, contract terms and conditions, and questions that really bring out the differences between the bidders. Our RFP seeks the very best bids and includes contract language that helps to protect Hutchinson Utilities. 6. Solicit competitive proposals from select AMI vendors 7. Evaluate AMI vendor responses, facilitate vendor presentations at the utility, and help the utility select the best AMI solution. 8_ Oversee contract negotiations. We have saved utilities a lot of money during this process because we know what other utilities have paid for the same AMI systems and we know how to ensure that final prices for AMI equipment (and meters) are the lowest possible. 9. As an option, and not included in the pricing below, PSE can offer project management services. PSE will help the utility during the initial phases of the AMI system deployment to ensure the AMI system installation gets off to a smooth start. These services continue as long as the utility and PSE feel they are required. PSE will furnish proposals for AMI project implementation support and work process management review at the request of Hutchinson Utilities. Who is PSE? Power System Engineering, Inc. (PSE) is a full service consulting firm. for electric utilities. The professionals at PSE include engineers, IT and communication experts, utility strategy experts, economists, and financial analysts. Our team has extensive experience in all facets of the utility industry. PSE was established in 1974 to serve the engineering and technology needs of utilities. Since 1974, we have served more than 250 clients including municipal utilities, distribution cooperatives, G &Ts, and IOUs. PSE is 100% employee owned and managed, with about 55 employees and four offices in Wisconsin, Ohio, Minnesota, and Indiana. The PSE Advantage PSE is an independent consulting firm with no sales ties or marketing affiliations with any vendors. We are not a value -added reseller (VAR) of any software, hardware, or services from any supplier. Our entire business model is based on being an agent, advocate, resource, and technical advisor to our clients. We are well qualified for this project because of our AMI, communication, and utility automation expertise. Our consulting team consists of individuals with proven track records who have worked together on many AMI projects. PSE has a proven AMI procurement process that has helped utilities select the best system and save money. Our company understands utility operations, utility automation, and wide area communications, our staff experience, working on projects similar to yours, ensures the best possible AMI system decision for the utility. Hutchinson Utilities iii PSE's AMI Services Power System Engineering, Inc. Our Objective PSE staves to provide our clients with consulting expertise in the areas desired and to the appropriate level of detail. PSE is flexible and our final solution and price depend on the utility's desires. Please let us know if you would like to make any changes to the following scope of services, pncing, timelines, etc. The Cost of PSE's AMI Services PSE is highly experienced with the AMI analysis and procurement process. PSE's process allows us to keep our procurement services reasonable and considerably below what other larger consulting firms may charge for comparable services. Our proposal may be customized to meet the needs of Hutchinson Utilities. We are looking forward to our conference call this Thursday at 10:30am to review this proposal and answer any questions you may have. Please contact me at 608 - 268 -3504 or e-mail me at herbstbt7a,powersystem.org if you have any questions prior to that time. We appreciate this opportunity. Sincerely, Bob Herbst Utility Automation Consultant Hutchinson Utilities iv PSE's AMI Services Power System Engineering, Inc. Table of Contents I PSE's Understanding of Hutchinson Utilities' Needs .......................... ............................I -1 IIScope of Work ........................................................................................ ...........................II -1 1. Build the Project Team, Refine Scope, and Define Project Logistics .......... ............................... II -1 2. Present an Introductory AMI Workshop Onsite .......................... ............................... ................. II -1 3. Identify AMI Requirements ......................................................................... ...........•................... II -2 4. Evaluate Wide -Area Communications Options ...................................................... ..................... II -3 5. Create a Request for Proposal ....................................................................... ............................... II -3 6. Solicit Competitive Bids and Communicate with Vendors .......................... ............................... II -4 7. Evaluate Vendor Responses, Facilitate Vendor Presentations ...................... ............................. .. II -5 8. Oversee Negotiations with Selected Vendor ................................................ ............................... II -6 9. Project Administration Tasks ........................................................................ II -6 10. ............................... Optional Future Task: Project Management Services ................................... ............................... II -7 IIIProject Team ....................................................... ............................... ..........................III -1 IVWhy PSE? .......................................................................................... ...........................IV -1 VProject Schedule ............................................................................. ............................... V -1 VIProject Costs ...................................................................................... ...........................VI -1 VII Project Experience (partial list) ....................... ............................... .......................... VII -1 Ilutchinson Utilities V Power System Engineering, Inc. Confidential, Copyrighted, and Proprietary This document contains information confidential of Hutchinson Utilities and Power System Engineering, Inc. (PSE). Unauthorized reproduction or dissemination of this confidential information is strictly prohibited. Copyright 2008 Power System Engineering, Inc. This document includes methods, designs, and specifications that are proprietary to Power System Engineering, Inc. Reproduction or use of any proprietary methods, designs, or specifications in whole or in part is strictly prohibited without the prior written approval of Power System Engineering, Inc. NEITHER POWER SYSTEM ENGINEERING, INC. NOR HUTCHINSON UTILITIES SHALL BE RESPONSIBLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, OR CONSEQUENTIAL DAMAGES (INCLUDING LEGAL FEES AND COURT COSTS) ARISING OUT OF OR CONNECTED IN ANY WAY TO THE UNAUTHORIZED USE, MODIFICATION, OR APPLICATION OF THIS DOCUMENT OR THE PROPRIETARY INFORMATION, METHODS, AND SPECIFICATIONS SET FORTH IN THIS DOCUMENT, WHETHER IN WHOLE OR IN PART. Hutchinson Utilities vi PSE's AM] Services Power System Engineering, Inc. PSE's Understanding of Hutchinson Utilities' Needs During our conference call on December 12`h, we discussed Hutchinson's current situation and needs, highlights from this discussion are reiterated below: • An assessment of the cost benefits of an AMI system has already been completed and Hutchinson has decided to go forward with the procurement process. • Three vendors have visited Hutchinson Utility's offices: Sensus, Elster, and Itron. Information has also recently been received from Tantalus_ • Hutchinson Utilities has already released a set of questions to the vendors and has so far received one response. • Hutchinson desires an AMI system to serve electric and gas meters. Water is a separate entity and may be served by a new Sensus FlexNet system. • About 6,900 electric meters will be replaced and about 5,300 gas meters will be retained. Meters are currently read by a 3rd party contractor who charges. $0.35 per meter. • A wireless system is preferred, although Hutchinson Utilities is open to a hybrid system considering that the territory includes some countryside up to about two miles out, which may not be reachable with a wireless system. • Hutchinson currently has: 2 substations, a SCADA system, a newly - installed Advanced Utility Systems CIS, and a GIS system. Hutchinson's " #1 priority" with AMI is to establish the best and most reliable communications. Some additional drivers for a new AMI system are: • outage notification • disconnect/reconnect • future Demand -Side Management and Peak Pricing programs • potential security application (Hutchinson Utilities would also like to investigate whether they want to enter into the alarm business. This investigation will not be part of this scope ofservices other than asking AMI vendors if they know of other utilities using the AMI system for security applications). The proposed scope of work described in the next section addresses how PSE will lead the procurement process that satisfies Hutchinson's needs. Hutchinson Utilities I 1 Scope of Work Power System Engineering, Inc. II Scope of Work The project is organized into the tasks described below. Please note that the tasks comprise our proven AMI procurement method, but PSE is flexible. We will review these tasks with you and discuss any suggestions or changes you might recommend. 1. Build the Project Team, Refine Scope, and Define Project Logistics Power System Engineering (PSE) will work with Hutchinson Utilities' project team to analyze needs, explore technology, review previous work to date, facilitate inter - departmental communications, track the schedule, and coordinate with all stakeholders. PSE has found that agreeing upon assignments and defining the relationships between team members right at the start maximizes use of internal skills and knowledge and builds upon existing work and expertise throughout the project. PSE recommends that the internal project team be comprised of the following: (a) Project Executive and Project Sponsor, (b) Manager -level representatives from most departments, and (c) potential users of the AMI system. These representatives may include: customer service representatives, the metering "shop," a supervisor that manages the existing meter readers, engineering, operations, customer service, billing, finance, and possibly others who will use the new AMI tools. The various "user- groups" will primarily be involved in the requirements gathering process. Forming a cross - departmental team is a vital component of a successful AMI procurement project. Key Deliverables: Refine the Scope of Work document, if required, based on Hutchinson Utilities' input, agree on the project schedule and make plans for onsite meetings, as required. Conduct a project kick -off team meeting (via teleconference) to define and agree on all project logistics and project methods to maintain communications. 2. Present an Introductory AMI Workshop Onsite Since there are so many options and decisions to be made, it can become overwhelming to define what system would be the best fit for Hutchinson's specific needs. In fact, it can be overwhelming at first to even define those needs. So it is important to have an overview of the choices and a high -level understanding of how the various systems work before Hutchinson moves forward to the needs gathering and request for proposal (RFP) development steps. PSE will visit Hutchinson's offices fora full-day meeting: the morning session will comprise an introductory AMI workshop, as described below, and the afternoon session will comprise an AMI needs gathering exercise (described in Task 3, below). Hutchinson Utilities 11 -1 Scope of Work Power System Engineering, Inc. PSE's workshop will be conducted via PowerPoint presentation that introduces all the various functionality benefits of AMI. In addition, we will summarize the various AMI technologies and offerings. The 2 -3 -hour workshop will be presented in an a.m. session, with time for a question - and- answer session. We recommend that the entire AMI team attend the day's events. The workshop will include • AMR vs. AMI: Functionality and Benefits • AMI Technologies: Power -Line Carrier (PLC) vs. Wireless • Wireless Technology Comparisons • High -Level Wireless Vendor Comparisons • Overview of Wide -Area Communications (Backhaul) Options Key Deliverables: PowerPoint presentation and discussion. 3. Identify AMI Requirements In an afternoon onsite work session, and with a written information request, the PSE team will uncover and define the AMI utility applications beyond simple meter - reads. With a general sense of Hutchinson's interest in the various capabilities provided by the AMI systems, PSE will query Hutchinson employees during various meetings regarding such issues as preference for the scalability for time of use billing, requirements of C &I metering, Distribution Automation, Demand Response, needs relating to the potential use of the AMI infrastructure for outage management purposes. As necessary, the team will gather information on the current state of various programs, systems, and initiatives (e.g. existing systems - CIS, possible OMS, WMS, Millsoft system, financial systems, the existing /planned communications network, possible future Load Management programs, reliability initiatives, etc.). Such assessment and documentation of the current systems in place ensures that significant items are brought to light, reducing the possibility of any backtracking or costly surprises later on. In gathering the requirements for AMI, PSE proposes to follow the approach detailed below: 1. PSE will submit a questionnaire that asks questions on the present meter reading process. Other materials will be gathered through the questionnaire, including service territory maps, substations, communication tower sites, branch offices, and other key assets that may eventually be leveraged as part of an AMI system. PSE will be looking for easy -to- obtain information to the greatest extent possible. 2. Output from both the detailed questionnaire and the telephone interview session will be used to create a written Requirements document. This will be used for a variety of purposes: (1) to inform the direction in the technology selection process, (2) to populate a future AMI RFP, Hutchinson Utilities II -2 Scope of Work Power System Engineering, Inc. and (3) to inform the integration of the AMI systems with the existing backhaul communications network. Key Deliverables: Needs gathering documents, facilitation of afternoon on -site requirements - gathering exercise. 4. Evaluate Wide -Area Communications Options The AMI backhaul communications integration can be one of the most challenging aspects of an AMI deployment. In making a communications technology decision, PSE will consider the communications backhaul implications and discuss those implications with the team as appropriate. PSE believes that it is imperative to understand the existing field communications assets in place as well as any planned communications programs. The steps PSE will follow relating to the backhaul communications are as follows: 1. Gather enough information relating communications so an appropriate level of detail is included as part of the RFP_ 2. Engage Hutchinson in this discussion to determine if their communication assets will support Hutchinson's AMI data transport needs. 3. Inquire as to other utility automation applications in place or planned that may impact the existing or planned field communications. Please note that this task is not an in -depth communications study. We gather enough information in this step to inform the vendors of the wide area networking options in place to support the collection of meter data from the field to Hutchinson's offices. PSE does offer strategic communications studies and planning; however, this type of plan is not included in this proposal. Key Deliverables: A brief 2 -4 page memo describing PSE's findings. 5. Create a Request for Proposal The RFP, expected to be about a 40- to 60 -page document, will include a minimum of the following: 1. Contractual Terms and Conditions. At the end of the RFP process, when a vendor is selected, this section will become part of the contract. PSE has found that creating the Contractual Terms and Conditions as part of the RFP allows the vendors to either approve or note exceptions during the proposal process. Following this approach saves time once the vendor has been selected_ We assume Hutchinson's legal council will review, edit, and finalize the PSE terms and conditions in draft form before it is finalized and issued to potential bidders. Hutchinson Utilities 11 -3 Scope of Work Power System Engineering, Inc. 2. Summary of the business and technical requirements. This section will ask very detailed functionality questions regarding how the vendor's products perform a specific task. The response expected from the vendor is a paragraph describing how a requirement is met. We will ask that the Hutchinson project team leaders review and approve the business and technical requirements in the draft RFP. 3. Expected system components. This section will ask the vendors to provide drawings or diagrams of the infrastructure and describe how those drawings or diagrams compare to the elements needed by a third - party. This section of the RFP will also discuss any integration of systems. 4. Key performance milestones and tie to vendor billing. PSE feels strongly that milestone payments should be made based on defined and agreed -upon expectations; i.e., successful integration of CIS, and successful passing of a System Acceptance Test (SAT). 5. Timeline for implementation. Preferably as part of the formal RFP but defmitely prior to vendor selection, PSE suggests that the timeline for implementation be defined. This will help manage expectations and seek commitments during the bidding process. 6. Sample of Reports_ Even though that seeing the system screen in person is best, asking the vendors to provide several screen shots and "click- paths" in a given process is a helpful exercise. 7. References. The RFP will seek the names and contact information of references. Again, including this request in the RFP saves time in later steps. 8. Cost. PSE will gather and analyze vendor costs. PSE will create a separate pricing sheet in Excel which will ensure that all costs are normalized and that costs can be compared from vendor -to- vendor in an "apples to apples" situation. Key Deliverables: 40 -60 -page RFP document and additional pricing sheet tailored to Hutchinson 's needs. 6. Solicit Competitive Bids and Communicate with Vendors PSE will then issue the RFP with clear instructions for completing an RFP response. PSE will manage receipt of "Intent to Respond" forms and vendors' commitment to response. During the time the RFP is out with vendors, PSE will address vendor questions. This includes issuing responses to questions to all bidding parties, as well as preparing addendums should they become necessary. This kind of continuing due - diligence ensures a fair and equal bidding process. Key Deliverables: Communications with vendors and Hutchinson to answer questions. Phone calls and emails, creation and submission ofany memorandums or addendums as necessary_ Hutchinson Utilities 11-4 Scope of Work Power System Engineering, Inc. 7. Evaluate Vendor Responses, Facilitate Vendor Presentations PSE will evaluate, compare, and contrast the vendors' proposals and then identify the leading vendors based on the proposed solutions. PSE will lead the effort by: 1. Reviewing the proposals to assess requirement compliance. 2. Scoring the proposals. We look for signs of schedule- adherence, integrity, professionalism, etc., every step of the way. 3. Reviewing the proposals for completeness. 4. Assist with reference checks, if required. 5. Comparing and contrasting each of the leading proposals, taking into account all of the subtle variances in technological capabilities among vendors' systems. 6. Assessing the proposals from a financial standpoint. 7. Reviewing the proposed initial and lifetime costs. PSE will prepare a memorandum that describes our analysis. Hutchinson will receive an excel spreadsheet that comprehensively compares all qualifying bid responses. The spreadsheet presents three main areas of analysis: 1. First, the "Vendor Advantage Analysis" compares the key attributes uncovered over the course of the analysis, and which we understand to be of importance to Hutchinson. 2. In addition, the "Tech Comparison and Weighting" presents a detailed analysis and weighted scoring of the technical specifications as set forth in the RFP. 3- Finally, a direct comparison of all vendors' cost estimates are compared in summary and in detail. PSE takes great care to normalize the costs to ensure that the analysis truly compares "apples to apples." In addition, we review the accuracy of the vendors' pricing, seek clarifications and revisions as necessary, and to normalize the pricing for ease of comparison. PSE has also added a major 15 -year cost calculation for each vendor. This extensive evaluation phase involves constant communications with the AMI vendors to ensure that all pricing is correct and to clarify responses as necessary. Next, PSE will present the results via a conference call to Hutchinson's project team and assist with creating a "short- list" of vendors. This may mean that, assuming the RFP is released to three vendors (it may be more), Hutchinson is able to eliminate one of three vendors. This decision will be made by Hutchinson's AMI team. If no vendor can be eliminated, all three vendors will be invited to visit the offices to make a presentation. PSE will then coordinate a "vendor day," during which the short- listed vendors will be ask to respond to very specific questions submitted to them in advance of the vendor presentations. PSE will create a detailed vendor day agenda, specific to each vendor, which will list, in addition to a request for a brief overview of the system, any remaining items Hutchinson may want to discuss Hutchinson Utilities I1-5 Scope of Work Power System Engineering, Inc. further with the vendor. Vendors will also address costs. PSE will coordinate these meetings and facilitate the work sessions. At the completion of the vendor day(s), PSE will facilitate a work session with the Hutchinson Project team and either collectively select a vendor, define any remaining follow -up tasks to include any additional communications with vendors_ PSE's experience with other clients has shown that a vendor decision can often be made at the end vendor meetings. Key Deliverables: Memorandum and analysis documents_ Conference call to review analysis. Creation of Vendor Day Agendas, Facilitation of vendor days and follow -up work session. 8. Oversee Negotiations with Selected Vendor With PSE's closeness to the AMI project and vendors involved, PSE proposes to assist Hutchinson in the contracting process. PSE will work closely with the Hutchinson project leaders, Hutchinson's contracts administrator, possible legal council of Hutchinson, and the selected vendor. It is assumed that no travel would be required by PSE as part of this deliverable and that PSE's involvement at this stage is limited to the creation of a contract draft and the facilitation of contract negotiations. In other words, PSE would not be acting as an attorney, but can take a facilitation role with the contracting process and may be involved with further contract negotiation if any terms and conditions are pending. PSE provides the ability to solidify the contracting process to help manage expectations with both the vendor and Hutchinson, and to help move the process along quickly towards deployment. Key Deliverables: Create contract draft. Facilitate the process of establishing a contract between Hutchinson and the selected vendor. (Hutchinson's resources would provide legal review and approval.) PSE has allotted 2 -4 hours of time for this final step in the process. 9. Project Administration Tasks Throughout the project, PSE will facilitate the communications between the cross - departmental Hutchinson team and the PSE team. 1. Create and provide status reports as required. 2. Follow through and maintain communications with vendors and Hutchinson project team members. 3. Track deliverables, timing, and budget. I lutchinson Utilities I1 -6 Scope of Work Power System Engineering, Inc. 10. Optional Future Task: Project Management Services As an option, and not included in the pricing below, PSE can offer project management services These services would includes PSE's assistance during the initial phases of the AMI system deployment to ensure the AMI system installation gets off to a smooth start. These services continue as long as the utility feels they are required. We have not included any costs for these services because they vary widely by project. We often provide services as a "gap - filler" to fill any important resource gaps. For most projects, PSE does provide some support relating to overseeing the System Acceptance testing procedures to ensure the vendor has delivered what they promised. Hutchinson Utilities II -7 Scope of Work Power System Engineering, Inc. III Project Team David Stampfli Project Manager Bob Herbst Senior Advisor Cynthia Studner Project Coordinator Jim Sharp Communications Advisor Kevin Louis Solutions Advisor Other PSE staff as needed Hutchinson Utilities Ill 1 Project Team Power System Engineering, Inc. IV Why PSE? PSE fully expects to deliver a solution that most appropriately addresses Hutchinson's AMI needs well beyond meter reading. The AMI solution will be created by combining PSE's project team expertise and Hutchinson's experience gained from working on similar projects with other electrical utilities. PSE's project team has expertise with AMI technologies, communication media technologies, and the vendors that are necessary to address Hutchinson's applications listed below. We can leverage work and knowledge gained from working on similar projects for other utilities. I . Understanding of the requirements to replace manual meter reading with technology. 1. Understanding of the business process improvement presented by the AMI technology. This involves both meter reading and non -meter reading utility improvement programs. 2_ Expertise with the product differences between the vendors 3. Expertise in the communication technologies for the backhaul of the AMI technology especially as it relates to the substation LAN and creating the specifications for substation communications SCADA, Direct Connect to IEDs, creation of separate VLANs by application, selection of hardened Ethernet Switches and serial servers, testing of the protocols and network interface expertise (UCA, DNP3, TCP/IP, 802.2, 802.11, 802.16 and others). 4. Hands -on experience in making the applications work end -to -end, well beyond the AMI application. 5. Utility automation improvement and metering needs for large C &I customers. 6. Senior project management experience to lead a cross - departmental team while interfacing with all staff from Executives to entry level. 7. Internal resources to complete Rate and Economic analysis projects. 8. Field engineering expertise to understand how to develop the vision and plans to leverage the AMI infrastructure. 9. Internal staff that has completed many hands -on related projects versus some of our competitors that discuss what could or may be done. 10. Other functional hands -on expertise on: • Years of experience on utility technology vendor selection. • Specific expertise with AMI vendor functionality and capability to provide insights that are often missed by many utilities. • Commercial cellular services (1G, 2G, 2.5G, 3G, CDMA, GSM, and 1DEN). Hutchinson Utilities IV -1 Why PSE? Power System Engineering, Inc. • Financial expertise with Economists and MBAs on our project team. • Backbone alternatives (Telco Frame Relay, Fiber, Spread - Spectrum, Satellite, and MWR). • Communication hardware (routers, mux, bridges, switches, and other equipment). • Security and encryption expertise. • Private radio systems procurement expertise (licensed and unlicensed). Vendor Independence PSE is 100% vendor independent with no affiliation or incentives to endorse any one vendor or technology. Also, the project team has significant diversity of knowledge with contributions provided by all team members and project advisors. PSE Customer Satisfaction One of the most important tests to predict your satisfaction is to talk with our existing clients and ask them what experiences they have had working with PSE. Hutchinson Utilities IV -2 Why ['SE? Power System Engineering, Inc. �i ^V, W O L N a� L U N N CIS U N CL x a� a� 3 0 U N O 3 N � N � CL. � X W � a c � o c cri En N N O c w a) ai _C Ci 4.4 3 � 0 Cd N C O 73 3 °n O En Q� Q� -o � N y_ V N tom- 3 -a v U U N O W7 I C 0) W C C � N � � N s � Oq G CU o ° > o O C Y C C O U y O v O O xa ti ll� � o Q U > ❑ n O G V U R U .: v (n � C td N O N Q ro N L CC r N W O c0 c 6 m cr 2 c O o 3 � O > 4) z — —_� w m U N v ya Q 0.. U C _ — R .J O N C o W W U cn J W 0. O 0. -a v U U N O W7 I C 0) W C C � N � � N cN � C � Oq G CU o ° > o O C Y C C O U y O QC)> O xa �E C) Qac» VI Project Costs The table below indicates fixed fee project costs per the project scope defined herein. The scope and costs may be customized to meet Hutchinson's needs. * The Introductory AMI Workshop and AMI requirements identification (steps 2 and 3) could be facilitated via webinar, rather than onsite, for a savings of $3,500, for a total fixed fee project cost of $34, 209. Hutchinson Utilities VI -I Project Costs Power System Engineering, Inc. Agreement for Professional Services ,onsultant Power System Engineering Inc. Client Hutchinson Utilities Address 2000 Engel Street Address 225 Michigan St. Madison, WI 53713 Hutchinson, MN 55350 Date December 18, 2008 Project No. TBD_ Project Name and Location AMI System Procurement, Hutchinson MN The following attachments, which describe the services, costs, and related items, are made part of this Agreement: "Power System Engineering's Advanced Metering Infrastructure Services" dated December 16. 2008 Special Conditions he Terms and Conditions attached, when initialed by both parties, are incorporated and jade a part of this Agreement Offered by: 12/30/2008 signature date VP System Desiqn and Communication Printed name/title Power System Engineering Inc. Name of consulting firm Accepted by: YZ signature date MICHAEL L. KUMM 1 -28 -09 printed name title HUTCHINSON UTILITIES COMMISSION name of client Terms and Conditions Performance of Services: The Consultant shall perform the services outlined on the Agreement for Professional Services page and in the referenced attachments for the stated fee and payment term. The following items are understood: • The Consultant is providing a consulting service for the sole benefit of the Client and no other person or entity. • The Client may accept or reject any recommendations of the Consultant. • Client Management is ultimately responsible for all decisions relating to any project engagement. • The Client will have a management level individual that is responsible for • Overseeing any consulting services provided under this Agreement. • Establishing and monitoring the performance of the consulting services to ensure that those services meet Client objectives; • Making any decisions that involve management functions related to the consulting services and accept full responsibility for those decisions; • Evaluating the adequacy of the services performed and any findings that result. Access to Site: Unless otherwise stated, the Consultant will have access to the site for activities necessary for the performance of the services. The Consultant will take reasonable precautions to minimize damage due to these activities, but has not included in the fee the cost of restoration of any resulting in damage and will not be responsible for such costs. Billing /Payment: The Client agrees to pay the Consultant for all services performed and all costs incurred. Invoices for the Consultant's services shall be submitted, at the Consultant's option, either upon completion of such services or on a monthly basis. Invoices shall be due and payable upon receipt. If any invoice is not paid within 15 days, the Consultant may, without waiving any claim or right against the Client, and without liability whatsoever to the Client, suspend or terminate the performance of services. The retainer shall be credited on the final invoice. Accounts unpaid 30 days after the invoice date may be subject to a monthly service charge of 1.5% (or the maximum legal rate) on the unpaid balance. In the event any portion of an account remains unpaid 60 days after the billing, the Consultant may institute collection action and the Client shall pay all costs of collection, including reasonable attorney's fees_ Indemnification: The Client shall, to the fullest extent permitted by law, indemnify and hold harmless the Consultant, his or her officers, directors, employees, agents and subconsultants from and against all damage, liability and cost, including reasonable attorney's fees and defense costs, arising out of or in any way connected with the performance of the services under this Agreement, excepting only those damages, liabilities or cost attributable to the negligence or willful misconduct of the Consultant. Information for the Sole Use and Benefit of the Client: All opinions and conclusions of the Consultant, whether written or oral, and any plans, specifications or other documents and services provided by the Consultant are for the sole use and benefit of the Client and are not to be provided to any other person or entity without the prior written consent of the Consultant. Nothing contained in this Agreement shall create a contractual relationship with or a cause of action in favor of any third party against either the Consultant or the Client. Certifications, Guarantees and Warranties: The Consultant shall not be required to execute any document that would result in the Consultant certifying, guaranteeing or warranting the existence of any conditions. Consequential Damages: Notwithstanding any other provision of this Agreement, and to the fullest extent permitted by law, neither the Client nor the Consultant, their respective officers, directors, partners, employees, contractors or subconsuttants shall be liable to the other or shall make any claim for any incidental, indirect or consequential damages arising out of or connected in any way to the Project or to this Agreement. This mutual waiver of consequential damages shall include, but is not limited to, loss of use, loss of business, loss of income, loss of reputation or any other consequential damages that either party may have incurred from any cause of action including negligence, strict liability, breach of contract and breach of strict or implied warranty. Both the Client and the Consultant shall require similar waivers of consequential damages protecting all the entities or persons named herein in all contracts and subcontracts with others involved in this project. Risk Allocation: In recognition of the relative risk, rewards and benefits of the project to both the Client and the Consultant, the risks have been allocated such that the Client agrees that, to the fullest extent permitted by law, the Consultant's total liability to the Client for any and all injuries, damages, claims, losses, expenses, or claim expenses arising out of this Agreement from any cause or causes, shall not exceed $150.000. Such causes include, but are 1irpited to, the Consultant's negligence, errors, omissions, strict liability, breach of contract or breach of warranty. Initialed: RASConsultantMLK Client Ownership of Documents: All documents produced by the Consultant under this Agreement are instruments of the Consultant's professional service and may not be used by the Client for any other purpose than intended for this project without the prior written consent of the Consultant. Dispute Resolution: Any claims or disputes between the Client and the Consultant arising out of the services to be provided by the Consultant or out of this Agreement shall be submitted to non - binding mediation. The Client and the Consultant agree to include a similar mediation agreement with all contractors, subconsultants, subcontractors, suppliers and fabricators, providing for mediation as the primary method for dispute resolution among all parties. Termination of Services: This Agreement may be terminated at any time by either party should the other party fail to perform its obligations hereunder. In the event of termination for any reason whatsoever, the Client shall pay the Consultant for all services rendered to the date of termination, and all reimbursable expenses incurred prior to termination and reasonable termination expenses incurred as the result of termination. It is agreed the above term rf conditions are incorporated into and made a part of the Agreement_ nitialed RAS Consultant IC Client ERRORS IN BILLING Overcharged customers will be credited on the next statement or refunded on their final billing. Any adjustments resulting in a credit greater than three (3) months billing will be refunded by check. Overcharges will not be refunded for any errors exceeding two (2) years from the date of notice by the customer. Undercharged customers will be billed for any errors not exceeding two (2) years from the date of notice, and will be billed on a separate invoice with an explanation of charges. Adopted January 22, 1987 Hutchinson Utilities Commission Policies Inserts with Utility Bills Only material which applies directly to Hutchinson Utilities Commission business may be inserted into utility monthly envelopes. Inserts With Utility Bills Only material which applies directly to Hutchinson Utilities Commission business may be inserted into utility monthly envelopes, unless Hutchinson Utilities Commission gives prior approval for other items. Amended October 29, 2008 Pn1 1C-IFS POLICY ON PURCHASING State Statute 471:345 Hutchinson Utilities Commission hereby adopts a general policy on the purchasing of equipment, supplies and services. All purchases shall require supervisor permission. Emergency situations may require a deviation from this policy to insure electric and /or natural gas services to the customers of the Hutchinson Utilities. Joint purchasing of materials, supplies and services shall be considered with other departments only when net economic benefits can be seen. When a tie exists between low bids, preference will be given to a local supplier. For purchases when the estimate is more than $100,000: 1. The Hutchinson Utilities Commission will request permission to advertise for bids. 2. Specifications shall be made available to all prospective bidders. 3. Bids will be opened at a public bid opening. Date will be set in the advertisement for bids. 4. The staff will review bids and recommend to the Hutchinson Utilities Commission to accept the lowest responsible bidder meeting specifications. 5. Hutchinson Utilities Commission will enter into a contract with the responsible bidder. For purchases between $15,000 $25,000 and $100,000: 1. The Hutchinson Utilities Commission staff will solicit written, informal quotations from at least three (3) suppliers and tabulate the results. 2. Fuel purchases for electrical generation is an exception, for additional exceptions refer to Minnesota Statutes 2003, 471.345 Uniform Municipal Contracting Law 3. Staff will recommend acceptance of the lowest responsible quote. 4. Hutchinson Utilities Commission will approve the quote. For purchases ,GGG up to $25,000: 1. General Manager authorized to approve purchases up to $25,000. 2. For purchases of $5,000 - $25,000, the Hutchinson Utilities Commission staff will solicit written, informal quotations from at least two (2) suppliers and tabulate the results. 2-. 3. Staff will recommend acceptance of the lowest responsible quote to the General Manager for approval. For purchases up to $5,000: Directors are authorized to approve requisitions via the WIN -STS Software System for purchases requiring a purchase order number. If purchase order numbers are not required each Division may use their assigned credit card. 1. Division DirectortW44ageF will approve all item requests prior to purchasing the item. 2. Receipts will be given to each Division DirectorWapager as items are purchased to initial, assign appropriate account number and give a description of the item purchased; then forward to Accounting. 3. Accounting will keep a file for each Division until monthly credit card statements are received and reconciled. For purchases up to $1,000: Managers are authorized to approve requisitions via the WIN -STS System for purchases requiring a purchase order number. If purchase order numbers are not required, each department may use their assigned credit card. 1. Department manager will approve all item requests prior to purchasing item. 2. Receipts will be given to each department manager as items are purchased to initial, assign appropriate account number and give a description of the item purchased; then forward to accounting. 3. Accounting will keep a file for each department until monthly credit card statements are received and reconciled. Petty cash may be used for purchases less than $25.00. Employees may make local purchases with prior approval from their Director /Manager. The employee has the option of using a HUC credit card, paying cash for the item, if less than $25.00, and being reimbursed from petty cash, or making the purchase at a local retailer with whom we have an account established. All receipts must to be turned in to the appropriate Director /Manager to initial, assign appropriate account number and then forward to Accounting. G O LL Z O V/ W w Z O 'U) '^ CC/ G ''U^^ V! LLJ _J Z U) Z CO) M O O O z C O .N O- Z C O U Co Lo _W CO) W u J F— Z CO r- I-- Z Z Z d. v 0 0 0O W � u) ('U) LI? Z2Z(u(v M M U U �; O C x 2-42('L O u 0 r 0 O (C U) CD Lo Z O to M O co co M O (O M w w M N T- = O 00 xLV00N (0Oa' fnm0C w000 o w a E a � a) Q Q U) r R O O O O O O o LO C) Cl H M O E M 00 O a) w N N Q L U U L U m m m W W W °) °0 0 U C0 � M p Ir-- m M CD w, N � V7 C `- O °O ° O ° O O U O O O O QO O O O w m 0 o . 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U) Cl) w O U H Z C O M U � � �ZLo C Z O L C�C`'W Z_CD >� J to O c'> O `cle) UNW IL i a`) Q VJ O O O O O O O O N (0 N N U) a) n3 X � � U C/) (n 0 C O O / `- N \� O O m a z m m w 0 0 N W a o! w N J p 3 z Q = of W z m o 0 m a T m o a to > •5 o cr a Of Q 0 o O N H M E N al N d (6 w y o v_ o. CL Ll CL _ N N Co 0 O rn 0 It O CD v °v a � M C) 0 ns o � �° Cl) c� z w-J UO �O � U wz �O ui _o zm Q y N C N G U LU Q J Q w 0 �Q m M Z Q z Q «s a '1 �w mQ Q� W Y O (6 O o E~0� O J w o o3: 0o coo 0 it E m Y O O O O O O O O N (0 N N U) a) n3 X � � U C/) (n 0 C O O / `- N \� O O m a z m m w 0 0 N W a o! w N J p 3 z Q = of W z m o 0 m a T m o a to > •5 o cr a Of Q 4F lllutaao statiattcai 0 Supply to City 0 0 1 Overhead Equipment Failure 3 8 2 Underground Equipment Failure 6 9 3 Weather 0 1 4 Birds, Animals, Snakes, etc. 1 2 5 Trees 5 6 6 Foreign Interference 0 0 7 Human 5 9 8 Other 1 0 9 Unknown 1 0 10 Vehicle 0 4 Total 22 39 CAIDI (Long) (min) 11.82 46.17 SAIDI (Long) (min) 5.17 19.74 SAIFI (Long) (ints /tot cust) 0.44 0.43 2007 Investor Owned Proposed Reliability Goals Xcel Work Cent SAIFI SAIDI CAIDI Metro East 1.07 103.94 97.46 Metro Wes 1.3 144.11 110.85 Northwest 1.02 102.84 100.94 Southeast 0.95 95.6 101.22 Interstate Work Cent SAIFI SAIDI CAIDI Winnebago 0.85 56.55 66.19 Albert Lea 0.97 77.39 80.18 Otter Tail Work Cent SAIFI SAIDI CAIDI Bemidji 1.25 48.35 38.26 Crookston 1.55 79.76 51.46 Fergus Fall 1.35 85.79 63.55 Morris 1.55 63.68 41.08 MN Power SAIFI SAIDI CAIDI 1.2 122.7 102.25 Outage Reasons 1/7/2009 Number of Outages (by Cause) 2007 2008 Increase 2005 2006 to City 0 0 0% 0 0 —Supply Overhead Equipment Failure 8 3 -63% 0 4 Underground Equipment Failure 91 6 -33% 0 9 Weather 1 0 _1% 0 0 Birds, Animals, Snakes, etc. 2 1 -50% 0 0 Trees 6 5 -17% 0 2 Interference 0 0 0% 0 0 —Foreign Human 9 5 -44% 0 5 Other 0 1 1% 0 0 Unknown 0 1 1% 0 0 Vehicle 4 0 -4% 0 0 10 9 8 7 6 5 4 3 2 1 0 Outages By Cause G � �JS!6 �J�O Prot �Jo• 005 X00 �r0� o�p •\0�0 �o F� �a 0a 0�, �t Ot0 ��� O �A Q � � r to ate, J� 02007 ■ 2008 02005 112006 APPENDIX - Definitions Average Service Availability Index — ASAI is a measure of the average availability of the sub transmission and distribution systems to serve customers. It is the ratio of the total customer minutes that service was available to the total customer minutes demanded in a time period. It is normally expressed as a percentage. ASAI = Customer Hours Service Availability Customer Hours Service Demand System Average Interruption Fr uency Index (Sustained Interruptions) — This is defined as the average number of times that a customer is interrupted during a specified time period. It is determined by dividing the total number of customers interrupted in a time period by the average number of customers served. The resulting unit is "interruptions per customer ". SAM = Total Number of Customer Interruptions Total Number of Customers Served System Average Interruption Duration Index — This is defined as the average interruption duration for customers served during a specified time period. It is determined by summing the customer - minutes off for each interruption during a specified time period and dividing the sum by the average number of customers served during that period. The unit is minutes. Ibis index enables the utility to report how many minutes customers would have been out of service if all customers were out at one time. SAIDI = Z Customer Interruption Durations Total Number of Customers Served Customer Average Interruption Duration Index — This is defined as the average length of an interruption, weighted by the number of customers affected, for customers interrupted during a specific time period. It is calculated by summing the customer minutes off during each interruption in the time period and dividing this sum by the number of customers experiencing one or more sustained interruptions during the time period. The resulting unit is minutes. The index enables utilities to report the average duration of a customer outage for those customers affected. 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I I Energy Conserv. Adm Acct. Coord. Teri Hofineister T -Meter Reading responsibility will remain with Business Department Jan Sifferath Accountant Sue Winter Energy Conserv. Adm Jon Guthmiller Inventory Agent Jason Sturges 1 Tom Kloss Account t;onstrucbon Coordinator Crew Chief Steve Sturges Teri Hofineister Welder /Servicepers Jennifer Tramp Jeremy Carter Justin Witte Rodney Huls r Tim Weber Michael K Accoun Jared MarW Purchasing Agent Roberta Yates Director Natural Gas Div. John Webster Transmission Crew Chief Crew chief Jon Hombach Meter Service Mvron Pot in