SAWS Production Control Upgrade NonMandatory PreProposal Meeting Stella

SAWS Production Control Upgrade Non-Mandatory Pre-Proposal Meeting Stella Manzello Contract Admin Specialist Robert Pina Director of Applications February 24, 2021 SAWS Job No. PS-00028 -SM

February 24, 2021 Agenda • • • Introductions Pre-Submittal Topics RFQ Purpose Project Background Role of the Selected Consultant Questions SAWS Production Control Upgrade Page 2

February 24, 2021 Pre-Submittal Topics • SMWB Requirements • Key Elements of the Solicitation • Scoring Criteria • Evaluation Process • Submittal Packet • Key Dates • Submission Due Date • Communication Reminders • Technical Questions SAWS Production Control Upgrade Page 3

February 24, 2021 SMWB Requirements 25% Aspirational Goal for Professional Services Contracts • SMWB Certification accepted from the following entities: Ø South Central Texas Regional Certification Agency Ø Texas H. U. B. Ø Federal (System for Award Management, aka “SAM”) • RFQ Scoring: Ø Minority and Women Owned Firms primes § Awarded 15 points Ø Small Business Enterprises (SBEs) primes § Award 5 points plus, § Subcontractor SMWB % participation X 20 § Maximum of 10 points Ø Non-SMWB primes § Subcontractor SMWB % participation X 20 § Maximum of 10 points SAWS Production Control Upgrade Page 4

February 24, 2021 Key Elements of the Solicitation • Scoring Criteria • Evaluation Process • Submittal packet preparation and reminders • Key dates • Communication Reminders • Submittal due date • Questions SAWS Production Control Upgrade Page 5

February 24, 2021 Scoring Criteria • Proposal Transmittal Letter. . . . . . 5 pts • • Project Approach. . . . . . . 20 pts Project Manager and Key Personnel. . . . . 5 pts Previous Experience with Enterprise SCADA Transformation. . . . 15 pts Previous Experience Rockwell’s Plant. PAx Platform and the Ether. Net/IP protocol 15 pts Previous Experience with Enterprise SCADA Cyber Security. . . . 15 pts Previous Experience with SAWS. . . . . 10 pts Adherence to Affirmative Action and Small, Minority and Woman Business (SMWB) participation (Exhibit “B” Good Faith Effort Plan). . . . . 15 pts TOTAL. . . 100 pts SAWS Production Control Upgrade Page 6

February 24, 2021 Evaluation Process • Qualification statements are received • Contracting reviews for responsiveness • Technical Evaluation Committee will score qualification statements • Good Faith Effort Plan will be scored • Selection Committee reviews and recommends • Board Award SAWS Production Control Upgrade Page 7

February 24, 2021 Submittal Packet • Project Approach – 35 page maximum • Project Manager and Key Personnel – 15 page maximum • Previous Experience with Enterprise SCADA Transformation – 10 page maximum • Previous Experience Rockwell’s Plant. PAx Platform and the Ether. Net/IP Protocol – 10 page maximum • Previous Experience with Enterprise SCADA Cyber Security 10 page maximum • Previous Experience with SAWS - 3 page maximum SAWS Production Control Upgrade Page 8

February 24, 2021 Submittal Packet Continued • Submittal Response Checklist • Respondent Questionnaire ₋ Also allows for the Acknowledgement of Security Procedures, Addendums, and Contract Terms and Conditions • W-9 • Insurance Certificate and Commitment Letter from Agent • Good Faith Effort Plan • Conflict of Interest Questionnaire SAWS Production Control Upgrade Page 9

February 24, 2021 Submittal Packet Helpful Reminders • Maximize points by addressing all required items requested in the RFQ ₋ Be very specific in responses and avoid “boiler plate” responses when possible ₋ Highlight areas that are unique to your firm ₋ Contact the SMWB Program Manager for assistance • Utilize the Submittal Checklist • Responses are limited to 85 pages (required forms do not count – nor do tab dividers) SAWS Production Control Upgrade Page 10

February 24, 2021 Key Dates • • October 31, 2016 by 4: 00 p. m. November 2, 2016 by 4: 00 p. m. November 14, 2016 by 2: 00 p. m. December 2016 February 2017 Award February 2017 SAWS Production Control Upgrade Receipt of Written Questions Due Q & A Posted to Website Proposals Due Proposals Evaluated SAWS Board Consideration and Non-Selection Notices mailed Start Work Page 11

February 24, 2021 Submission Due Date • Electronic Submittals Accepted Only • Response due by 2: 00 p. m. CT on Monday, November 14, 2016. • The file size limitation for submission is 10 MB. • Respondents are strongly encouraged to submit their proposals at least two (2) hours prior to the Proposal deadline and time to avoid last minute transmission issues. SAWS Production Control Upgrade Page 12

February 24, 2021 Communication Reminders • Upon the release of the RFQ until the contract is awarded, there shouldn’t be any communication with: ₋ SAWS Project Engineer ₋ SAWS Project Manager • This includes phone calls, emails, letter, or any direct or indirect discussion of the RFQ SAWS Production Control Upgrade Page 13

February 24, 2021 Technical Questions • Should be submitted no later than October 31, 2016 at 4: 00 p. m. CT • Must be in writing, by email or fax to: Stella Manzello Contract Administration Department San Antonio Water System smanzello@saws. org Fax No. : 210. 233. 4290 SAWS Production Control Upgrade Page 14

February 24, 2021 RFQ Purpose This Request for Qualifications (RFQ) is to evaluate and select the consultant that demonstrates the best qualifications to lead SAWS in the development of a SCADA enterprise strategy and design the replacement of SAWS legacy Production Transdyn and Clear. SCADA top end system with a new Rockwell Factory. Talk system. SAWS Production Control Upgrade Page 15

February 24, 2021 Project Background SAWS Existing Production Control System Environment • The Combined Production Control Systems monitor and control SAWS water production and wastewater lift stations – 59 elevated tanks - 70 ground tanks – 120 wells - 98 high service pumps – 11 recycle stations - 5 recycle tanks – 166 wastewater liftstations SAWS Production Control Upgrade Page 16

February 24, 2021 Project Background SAWS Existing Production Control System Environment • The combined systems collect, present and archive over 18, 500 analog and discrete datapoints – – – Well water levels Water Storage Tank Pumps both variable and fixed Meters analog and Modbus Water Quality both chemical injection and analyzers Electric switchgear SAWS Production Control Upgrade Page 17

February 24, 2021 Project Background SAWS Existing Production Control System Environment • DYNAC Control System – – Redundant standalone top end servers Redundant external Historian 16, 000 datapoints 600 HMIs screens • 300 PLCs communicates via Modbus and Modbus TCP – Rockwell Compact. Logix PLCs – Schneider Electric M 340 and Modicon Quantium PLCs – Compact PLCs SAWS Production Control Upgrade Page 18

February 24, 2021 Project Background SAWS Existing Production Control System Environment • Clear. SCADA Control System – – Redundant standalone top end Servers Integrated Historian 2, 500 datapoints 175 HMIs screens • 40 PLCs in a DCU (Parent/Child) configuration using Modbus and DNP 3 protocols – Schneider Electric M 340 – Schneider Electric SCADAPack SAWS Production Control Upgrade Page 19

February 24, 2021 Project Background Enterprise SCADA Transformation • HMI Optimization – Reduce time needed to make critical decisions – Standards-based display elements with consistent user interface – Simulation • Scalable and flexible enterprise platform to include integration of SAWS Control and Enterprise business systems: - Work Order - GIS - CCTV - Asset Management - Data Warehouse SAWS Production Control Upgrade Page 20

February 24, 2021 Project Background Enterprise SCADA Transformation • Enterprise Transformation – Object-Based Architecture • Rockwell Automation Library of Process Objects • Object-Oriented HMI Graphics – Guidelines and Standards – Project Timing and Impacts from other Projects – Organizational Transformation SAWS Production Control Upgrade Page 21

February 24, 2021 Project Background Rockwell’s Plant. PAx Platform • SAWS has Adopted Rockwell as it Control Systems Architecture – Factory. Talk SE – Vantage. Point – Historian - View. Point - Asset. Centre - Emulate • Enterprise Infrastructure – Infrastructure Standards – Redundancy, Business Continuity, Backups, Administration • Enterprise Architecture and Integration Platform SAWS Production Control Upgrade Page 22

February 24, 2021 Project Background SCADA Cyber Security • Cyber Security Approach – – Access Control (Virtual and Physical) Patching Encryption Security Audits and Penetration Testing • Mitigating New Vulnerability and Security Risks • Standards Based Cyber Security – NIST 800 SAWS Production Control Upgrade Page 23

February 24, 2021 Role of the Selected Consultant • Develop Enterprise Control Philosophy – Operational Approach for HMI – Architecture • Design Enterprise SAWS Production Control System – Conduct analysis, develop Requirements and Design for the Control System Top-End Software (HMI) • Integration with Enterprise Systems – Develop procurement documents for system software, hardware and implementation services • Provide Project Oversight and Governance – Project Schedule, Communications, Reporting, etc – Dependency and Constraints with other CIP Projects • Provide Testing and Commissioning Support SAWS Production Control Upgrade Page 24

February 24, 2021 Role of the Selected Consultant • Not Included in Scope – Purchasing the Top-End Hardware and Software – Installing, Programming, Configuring the Rockwell Software – PLC Design or Replacement – Radio Design or Replacement SAWS Production Control Upgrade Page 25

SAWS Production Control Upgrade Non-Mandatory Pre-Proposal Meeting Stella Manzello Contract Admin Specialist Robert Pina Director of Applications February 24, 2021 SAWS Job No. PS-00028 -SM