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Agenda 03/25/2025 Item #16C 4 (Approve the attached Second Amendment to Agreement No. 22-013-NS with Mueller Systems, LLC.)3/25/2025 Item # 16.C.4 ID# 2025-858 Executive Summary Recommendation that the Board of County Commissioners, as ex-officio the Governing Board of the Collier County Water-Sewer District, approve expenditures under an exemption from the competitive process and approve the attached Second Amendment to Agreement No. 22-013-NS with Mueller Systems, LLC, for the purchase of small residential and commercial meters, automatic meter reading components, and advanced metering infrastructure directly from Mueller for a not-to-exceed Fiscal Year spend of $3.7 million dollars and authorize the Chairman to sign the attached Amendment exercising a renewal term of five years. OBJECTIVE: To begin pilot testing advanced metering infrastructure (“AMI”) in SkySail Naples and the Twin Eagles residential communities, with access to Mueller Systems, LLC’s (“Mueller”) small residential and commercial meters, along with associated software, hardware, installation services, and annual maintenance services, with the option to purchase additional AMI solutions, based on an exemption for compatibility with County systems. CONSIDERATIONS: On July 11, 2023 (Agenda Item 16.C.4), the Board approved Agreement No. 22-013-NS (the “Agreement”) with Mueller Systems, LLC to provide small residential and commercial meters and automatic reading components for use throughout the Collier County Water-Sewer District. On October 25, 2023, the County executed a First Amendment to the Agreement allowing for annual price increases and to replace and update in its entirety the Exhibit A fee schedule. Staff also informed the Board of their intent to start a competitive bidding process in 2024 to allow for proper planning for the next generation of metering system and technology. The County has been installing Mueller Automated Meter Reading (“AMR”) meters in its water distribution system since 2013 to ensure accuracy and reliability in its meter reading and utility billing system, and to promote operational consistency for equipment and parts. Over the last five years, approximately 85,000 Mueller meters have been installed in the County’s water distribution system (30,000-meter register replacements under warranty and 9,300 new services). The Mueller meters are covered by a 10-year warranty at 100% replacement, with a proportionate warranty percentage thereafter. Over the past two years, staff have conducted extensive market research to evaluate the feasibility of implementing AMI, which allows for more of a real time measurement, improved billing functionality, leak detection, and customer engagement. This evaluation considered factors such as vendor performance, meter technology, meter retrofit compatibility, and the long-term benefits of AMI. The County tasked Black & Veatch Corporation to conduct a study on the state of the meter industry and determine direction for the utilities metering system. See Attachment A. The study shows that vendors are spending less time and money on AMR solutions and are investing in AMI. The Black & Veatch Corporation recommendations include conducting a formal Request for Proposal for risk avoidance and improved pricing. Also, as part of the investigation, staff visited Bonita Springs Utilities (“BSU”), a neighboring utility operating under similar environmental conditions to the County. BSU’s deployment of over 35,000 Mueller AMI meters has proven highly successful, maintaining a 99% read rate—an achievement aligned with the County's ultimate goal for its metering system. After careful analysis of the current County’s meter installed base, the fact that Mueller was a viable company for AMI from the Black & Veatch Corporation study, along with BSU’s success with Mueller AMI, the County believes it is the best value to continue with Mueller for AMR and start to look to migrate to Mueller’s AMI system. Collier County plans to adopt a phased approach for transitioning from AMR to AMI implementation while still utilizing the existing warranty period for installed products. The initial phase will include two pilot projects in the Twin Eagles and Skysail communities, encompassing over 2,000 AMI meters. A full countywide AMI migration from AMR will be contingent upon the success of these pilot projects, current installed base life cycle, and the availability of future funding. To support the pilot projects and the migration to AMI while maintaining the existing AMR system, the annual not-to-exceed expenditure has been increased from $1.5 million to $3.7 million. Staff will report back on pilot AMI program results before engaging in AMI program implementation. The not-to-exceed expenditure ensures predictable budgeting throughout the duration of the AMI program. Staff have determined it is in the County’s best interest to request the Board to approve the attached Second Amendment Page 2823 of 5415 3/25/2025 Item # 16.C.4 ID# 2025-858 to Contract No. 22-13-NS, which exercises the five-year renewal term beginning April 1, 2025, updates and replaces the fee schedule with the Exhibit A-2, Pricing set forth in Sales Quotation Q-164148, and approves the expenditures under the attached Exemption from Competition. Approving the proposed Second Amendment to the Agreement with Mueller will allow the County to continue to maximize the current investment, maintain a unified reading system, and upgrade to the latest technology at the County’s discretion. Prior to the expiration of Agreement No. 22-013-NS, staff will analyze the market for other viable options for the County. This item is consistent with the Collier County strategic plan objective to plan and build public infrastructure and facilities to effectively, efficiently, and sustainably meet the needs of our community. It is further in support of the Infrastructure and Asset Management Strategic Focus Area’s objectives to optimize the useful life of all public infrastructure resources through proper planning and preventative maintenance, as well as using the Annual Update and Inventory Report (AUIR) and other planning tools to establish and implement plans that concurrently provide public infrastructure. FISCAL IMPACT: The source of the funding is the Collier County Water-Sewer District Operating Fund (4008) and Water User Fee Capital Fund (4012). The exact fiscal impact will depend on the number of new requests for service connections, the number of meter failures, the ongoing audit of all potable meters and migration to AMI. GROWTH MANAGEMENT IMPACT: This project meets current Growth Management Plan standards to ensure the adequacy and availability of viable public facilities. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval. —SRT RECOMMENDATIONS: Recommendation that the Board of County Commissioners, as ex-officio the Governing Board of the Collier County Water-Sewer District, approve expenditures under an exemption from the competitive process and approve the attached Second Amendment to Agreement No. 22-013-NS with Mueller Systems, LLC, for the purchase of small residential and commercial meters, automatic meter reading components, and advanced metering infrastructure directly from Mueller for a not-to-exceed Fiscal Year spend of $3.7 million dollars and authorize the Chairman to sign the attached Amendment exercising a renewal term of five years. PREPARED BY: Jesse Komorny, Manager - Meter Services, Utilities Finance Operations Division ATTACHMENTS: 1. 22-013-NS SecondAmend_VendorSigned_Mueller 2. 25-639-EM_Mueller 3-19-2025 3. 22-013-NSAgreement_Mueller_FullyExec 4. 22-013-NSFirstAmendment_FE_MuellerSystems,LLC 5. Final Collier Strategy Report 6. Collier State of Industry Page 2824 of 5415 Page 2825 of 5415 Page 2826 of 5415 Page 2827 of 5415 Page 2828 of 5415 Page 2829 of 5415 Page 2830 of 5415 Page 2831 of 5415 EXEMPTION REQUEST FORM Revised 10/01/2024 Page 1 of 2 Instructions: The following procurement categories may be eligible for exemption from the competitive process per Procurement Ordinance 17-08, as amended, Section Eight, Exemptions to the Competitive Process; based upon the determination of the County Manager or designee that approval of such an exemption is in the best interest of the County. Purchases greater than $50,000 will require final approval by the Board of County Commissioners. Complete all sections of this form prior to submitting it to Procurement. Any quotes and/or documentation submitted must be dated within the last thirty (30) days. If applicable, submit with the form associated terms and conditions or agreements. Disclaimer: Exemptions are not active until the Procurement Director approves the request or the requested start date, whichever is later. Exemptions that require review by the Board of County Commissioners are not valid until Board approval is received. No purchase order requests will be processed until formal approval has been received. Submit Exemption requests to Procurement Services via the Jira Ticketing System. Exemption Category: ☐1. Government Agency/Non-Profit ☐10. Shop estimates on disassembled equipment ☐2. Registration/Dues/Training ☐11. Personnel/Recruitment Services ☐3. Subscriptions/Periodicals/Printed Materials ☐12. Works of art for public display ☐4. Advertisements ☐13. Direct Purchases ☐5. Utility Services – subject to government control ☐14. Financial Instruments ☐6. Education/Academic Programs/Trainers/Speakers ☐15. Entertainment Services for County Sponsored Events ☐7. Legal Services ☐16. Management Studies as directed by the County Manager ☐8. Purchases required by grants/gifts ☐17. Resolution/BCC Direction (include resolution number and approval date)☐9. Compatibility/Proprietary with current systems SECTION ONE Division: Requested Not-to-Exceed Expenditure Per FY: Vendor Corporate Name: Summary of Item(s)/Service(s): SECTION TWO One-Time Purchase Multiple Purchases SECTION THREE Detailed Description of Purchase. Enter a description of the item(s) that will be purchased under this waiver. Detailed Public Purpose. Include why this purchase is essential to County operations. Does this purchase require the County to accept terms and conditions, including those contained in hyperlinks? Yes No If yes, attach documentation. Page 2832 of 5415 EXEMPTION REQUEST FORM Revised 10/01/2024 Page 2 of 2 SECTION FOUR Information Technology. Select Yes if the products/services are related to Information Technology. If yes, provide the Purchasing Compliance Code (PCC) number or email approval documentation. Yes No If yes, provide the PCC number: SECTION FIVE Requester: Signature: Division Director: Signature: Department Head (Required if over $50,000): Signature: Procurement Director or Designee: Signature: PROCUREMENT USE ONLY Estimated Expenditure Per FY: Additional Commentary: P-Card PO Approved Date Range Start Date: End Date: Contract #: Contract Not Applicable Exemption #: Contingent Upon Board Approval: Yes No Agenda #: Approval Date: Page 2833 of 5415 a6C4 22-013-NS Supply Agreement for Automatic Meter Reading This Supply Agreement for Automatic Meter Reading ("Agreement"), made and entered into on this 1 1-11 day of J l ,/ 2023 between Collier County, a political subdivision of the State of Florida (the County") and Mueller Systems, LLC, a Delaware limited liability company registered to do business in the State of Florida, whose business address is 1200 Abernathy Road, Suite 1200, Atlanta, Georgia 30328 Mueller" or"Contractor"). RECITALS Whereas, Ferguson Enterprises, LLC d/b/a Ferguson Waterworks ("Ferguson") and County entered into a General Services Agreement on March 24, 2020 ("GSA")for the sale of Automatic Meter Reading ("AMR"); and Whereas, as part of the GSA, Ferguson and Mueller executed an Agreement Committing to Sell and Supply Mueller Systems products to Ferguson Enterprises on March 24, 2020 ("Direct Purchase Commitment"), whereby Mueller agreed to provide County with products, services and software in the event the GSA was terminated; and Whereas, Mueller and County entered into a Mueller Systems Master Use Agreement on March 24, 2020 for the sale of products and services and software access ("Master Agreement"); and Whereas, the County has been advised that Ferguson and Mueller have terminated their business relationship and in accordance with the Direct Purchase Agreement and the County wishes to continue procuring AMR products and services directly with Mueller; and Whereas, Ferguson and County wish to terminate the GSA and Ferguson agrees to fulfill all outstanding obligations and remain liable for any and all liability arising out of the GSA through and until the expiration of all warrantied work performed thereunder; and Whereas, County wishes to acquire AMR products, services and software from Mueller in accordance with this Agreement, subject to the terms and conditions set forth herein; and THEREFORE, the parties agree as follows: 1. Agreement Term. The Agreement shall commence upon the date of Board approval and terminate on April 01, 2025 or until all outstanding Purchase Order(s) issued prior to the expiration of the Agreement period have been completed or terminated. The County may with the consent of Mueller, renew the Agreement under all of the terms and conditions contained in this Agreement for one(1) additional five(5)year(s) periods. The County shall give Mueller written notice of the County's intention to renew the Agreement term prior to the end of the Agreement term then in effect. The County Manager, or her designee, may, at her discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred and eighty (180) days. The County Manager, or her designee, shall give Mueller written notice of the County's intention to extend the Agreement term prior to the end of the Agreement term then in effect. 2. Statement of Work. Mueller shall provide products in accordance with the terms and conditions of this Agreement, including Exhibit B, the Amended and Restated Master Use Agreement ("Master Agreement"), which is hereby incorporated in this Agreement. Such Master Agreement is attached to this Agreement and made an integral part of this Agreement. CAO Page 2834 of 5415 6C4 " Products acquired through this Agreement have been authorized through the approval of an exemption from the competitive process. This Agreement, inclusive of the Master Agreement, contains the entire understanding between the parties and any modifications to this Agreement shall first be mutually agreed upon in writing by the parties. The execution of this Agreement shall not be a commitment to Mueller to order any minimum or maximum amount. The County shall order products as required but makes no guarantee as to the quantity, number, type or distribution of products that will be ordered or required by this Agreement. 3. The Agreement Sum. The County shall pay Mueller for the performance of this Agreement based on Exhibit A attached hereto, which is hereby incorporated into this Agreement. Payments are due upon receipt of a proper invoice and incompliance with Chapter 218, Fla. Stats., otherwise known as the Local Government Prompt Payment Act." Any late interest fees shall be pursuant to Section 218.74, Fla. Stat. The invoice must identify the unit price and the number of units received. Any County agency may obtain products under this Agreement, provided sufficient funds are included in their budget. Payments will be made for products furnished and delivered, upon receipt of invoices submitted for such products as provided above. 4. Sales Tax. Mueller shall pay all sales, consumer, use and other similar taxes associated with the work or portions thereof, which are applicable during the performance of the work. Collier County, Florida as a political subdivision of the State of Florida, is exempt from the payment of Florida sales tax to its vendors under Chapter 212, Florida Statutes, Certificate of Exemption #85-8015966531 C-1. 5. Notices. All notices from the County to Mueller shall be deemed duly served if mailed to Mueller at the following: Company Name: Mueller Systems, LLC Address: 1200 Abernathy Road, Suite 1200 Atlanta, Georgia, 30328 Attention Name & Title: Tina Thapar, Legal Counsel Telephone: 770-206-4202 E-Mail(s): tthaparmuellerwp.com All notices from Mueller to the County shall be deemed duly served if mailed or emailed to the County to: Board of County Commissioners for Collier County, Florida Division Director: Division Name: Public Utilities Operations Support Address: 3339 Tamiami Trail East, Suite 302 Naples, Florida 34112 Administrative Agent/PM: Jesse Komorny, Manager-Meter Services Telephone: 239-252-2173 E-Mail(s): Jesse.Komorny(a colliercountvfl.gov Mueller and the County may change the above mailing address at any time upon giving the other party written notification. All notices under this Agreement must be in writing. 6. No partnership. Nothing herein contained shall create or be construed as creating a partnership between the County and Mueller or constitute Mueller as an agent of the County. CAO Page 2835 of 5415 1 6 C 4 7. No improper use. Mueller will not use, nor suffer or permit any person to use in any manner whatsoever, County facilities for any improper, immoral or offensive purpose, or for any purpose in violation of any federal, state, county or municipal ordinance, rule, order or regulation, or of any governmental rule or regulation now in effect or hereafter enacted or adopted. In the event of such violation by Mueller or if the County or its authorized representative shall deem any conduct on the part of Mueller to be improper, the County shall have the right to suspend the Agreement of Mueller. Should Mueller fail to correct any such violation, conduct, or practice to the satisfaction of the County after receiving such notice of such violation, conduct, or practice. Mueller further agrees not to commence operation during the suspension period until the violation has been corrected to the satisfaction of the County. 8. TERMINATION. Should the Contractor be found to have failed to perform his services in a manner satisfactory to the County as per this Agreement, the County may terminate said Agreement for cause; further the County may terminate this Agreement for convenience with a thirty (30) day written notice. The County shall be the sole judge of non-performance. In the event that the County terminates this Agreement, Contractor's recovery against the County shall be limited to that portion of the Agreement Amount earned through the date of termination. The Contractor shall not be entitled to any other or further recovery against the County, including, but not limited to, any damages or any anticipated profit on portions of the services not performed. 9. No Discrimination. Mueller agrees that there shall be no discrimination as to race, sex, color, creed or national origin. 10. Insurance. Mueller shall provide insurance as follows: a. Commercial General Liability. Coverage shall have minimum limits of $1,000,000 per occurrence, $2,000,000 aggregate for bodily injury liability and property damage liability. This shall include Premises and Operations; Independent Contractors; Products and Completed Operations and Contractual Liability. b. Workers' Compensation. Insurance covering all employees meeting Statutory Limits in compliance with the applicable state and federal laws. i. The coverage must included Employers' Liability with a minimum limit of$500,000 for each accident. c. Technology Errors & Omissions: Coverage shall have minimum limits of $1,000,000 per claim. Special Requirements: Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR, Collier County Government shall be listed as the Certificate Holder and included as an"Additional Insured"on the Insurance Certificate for Commercial General Liability where required. This insurance shall be primary and non-contributory with respect to any other insurance maintained by, or available for the benefit of, the Additional Insured and Mueller's policy shall be endorsed accordingly. Current, valid insurance policies meeting the requirement herein identified shall be maintained by Mueller during the duration of this Agreement. Mueller shall provide County with certifications of insurance meeting the required insurance provisions. Coverage afforded under the policies will not be canceled or allowed to expire until the greater of: thirty (30) days prior written notice, or in accordance with policy provisions. Mueller shall also notify County, in a like manner,within twenty- four (24) hours after receipt, of any notices of expiration, cancellation, non-renewal or material change in coverage or limits received by Mueller from its insurer, and nothing contained herein shall relieve Mueller of this requirement to provide notice. Mueller shall ensure that all subcontractors comply with the same insurance requirements that Mueller is required to meet. CAO Page 2836 of 5415 6C4 11. Agreement Administration. This Agreement shall be administered on behalf of the County by the Meter Services Division of the Public Utilities Department. 12. Conflict of Interest. Mueller represents that it presently has no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance of products required hereunder. Mueller further represents that no persons having any such interest shall be employed to perform those products. 13. Component Parts of this Agreement. This Agreement consists of the following components parts, all of which are as fully a part of the Agreement as if herein set out verbatim: Insurance Certifications, Exhibit A and Exhibit B. 14. Subject to Appropriation. It is further understood and agreed by and between the parties herein that this Agreement is subject to appropriation by the Board of County Commissioners. 15. Prohibition of Gifts to County Employees. No organization or individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other Item of value to any County employee, as set forth in Chapter 112, Part III, Florida Statutes, Collier County Ethics Ordinance No. 2004-05, as amended, and County Administrative Procedure 5311. Violation of this provision may result in one or more of the following consequences: a. Prohibition by the individual, firm, and/or any employee of the firm from contact with County staff for a specified period of time; b. Prohibition by the individual and/or firm from doing business with the County for a specified period of time, including but not limited to: submitting bids, RFP, and/or quotes; c. immediate termination of any Agreement held by the individual and/or firm for cause. 16. Compliance with Laws. By executing and entering into this Agreement, Mueller is formally acknowledging without exception or stipulation that it agrees to comply, at its own expense, with all federal, state and local laws, codes, statutes, ordinances, rules, regulations and requirements applicable to this Agreement, including but not limited to those dealing with the Immigration Reform and Control Act of 1986 as located at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either may be amended; taxation, workers' compensation, equal employment and safety including, but not limited to, the Trench Safety Act, Chapter 553, Florida Statutes, and the Florida Public Records Law Chapter 119, including specifically those contractual requirements at F.S. Section 119.0701(2)(a)-(b) as stated as follows: IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTE, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: Communications, Government and Public Affairs Division 3299 Tamiami Trail East, Suite 102 Naples, FL 34112-5746 Telephone: 239-252-8999 Email: PublicRecordRequest@colliercountyfl.gov The Contractor must specifically comply with the Florida Public Records Law to: 1. Keep and maintain public records required by the public agency to provide the products. 2. Upon request from the public agency's custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. 3. Ensure the public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the CAo Page 2837 of 5415 i 6 Ch contract term and following completion of the contact if the Contractor does not transfer the records to the public agency. 4. Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the Contractor or keep and maintain public records required by the public agency to provide the products. If the Contractor transfers all public records to the public agency upon completion of the contract, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the contract, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency's custodian of public records, in a format that is compatible with the information technology systems of the public agency. If Mueller observes that the Contract Documents are at variance therewith, it shall promptly notify the County in writing. Failure by Mueller to comply with the laws refenced herein shall constitute a breach of the Agreement and the County shall have the discretion to unilaterally terminate this Agreement immediately. 17. Indemnification. Indemnification shall be as set forth in numbered Paragraphs 9 of the Master Agreement. 18. Agreement Terms. If any portion of this Agreement is held to be void, invalid, or otherwise unenforceable, in whole or in part, the remaining portion of this Agreement shall remain in effect. 19. Additional Products.Additional products may be added to this Agreement in compliance with the Collier County Procurement Ordinance, as amended,adopted procurement procedures, and by the agreement of the parties. 20. Order of Precedence. In the event of any conflict between or among the terms of this Agreement and the terms of the Master Agreement, the terms of the Master Agreement shall take precedent. 21. Assignment. Mueller shall not assign this Agreement or any party thereof, without the prior consent in writing of the County. Any attempt to assign or otherwise transfer this Agreement, or any part herein, without the County's consent, shall be void. If Mueller does, with approval, assign this Agreement or any part thereof, it shall require that its assignee be bound to it and to assume toward Mueller all of the obligations and responsibilities that Mueller has assumed toward the County. 22. Payments Withheld. The County may decline to approve any Application for Payment, or portions thereof, because of defective or incomplete work, subsequently discovered evidence or subsequent inspections. The County may nullify the whole or any part of any approval for payment previously issued and the County may withhold any payments otherwise due to Contractor under this Agreement or any other Agreement between the County and Contractor, to such extent as may be necessary in the County's opinion to protect it from loss because of: (a) defective Work not remedied; (b) third party claims failed or reasonable evidence indicating probable fling of such claims; (c) failure of Contractor to make payment properly to subcontractors or for labor, materials or equipment; (d) reasonable doubt that the Work can be completed for the unpaid balance of the Contract Amount; (e) reasonable indication that the Work will not be completed within the Contract Time; (f) unsatisfactory prosecution of the Work by the Contractor; or(g) any other material breach of the Contract Documents. If any conditions described above are not remedied or removed, the County may, after three (3) days written notice, rectify the same at Contractor's expense. The County also may offset against any sums due Contractor the amount of any liquidated or unliquidated obligations of Contractor to the County, whether relating to or arising out of this Agreement or any other Agreement between Contractor and the County. CAO Page 2838 of 5415 I6C4 If a subcontractor is a related entity to the Contractor, then the Contractor shall not mark-up the subcontractor's fees. A related entity shall be defined as any Parent or Subsidiary of the Company and any business, corporation, partnership, limited liability company or other entity in which the Company or a Parent or a Subsidiary of the Company holds any ownership interest, directly or indirectly. 23. Standards of Conduct; Project Manager, Supervisor, Employees. The Contractor shall employ people to work on County projects who are neat, clean, well-groomed and courteous. Subject to the American with Disabilities Act, Contractor shall supply competent employees who are physically capable of performing their employment duties. The County may require the Contractor to remove an employee it deems careless, incompetent, insubordinate or otherwise objectionable and whose continued employment on Collier County projects is not in the best interest of the County. 24. Warranty. Mueller expressly provides those warranties set forth in Attachment A to the Master Agreement. 25. Tests and Inspections. If the Contract Documents or any codes, laws, ordinances, rules or regulations of any public authority having jurisdiction over the Project requires any portion of the Work to be specifically inspected, tested or approved, Contractor shall assume full responsibility therefore, pay all costs in connection therewith and furnish to the County the required certificates of inspection, testing or approval. All inspections, tests or approvals shall be performed in a manner and by organizations acceptable to the County. 26. Dispute Resolution. Prior to the initiation of any action or proceeding permitted by this Agreement to resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes by negotiation. The negotiation shall be attended by representatives of Contractor with full decision-making authority and by County's staff person who would make the presentation of any settlement reached during negotiations to County for approval. Failing resolution, and prior to the commencement of depositions in any litigation between the parties arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an agreed-upon Circuit Court Mediator certified by the State of Florida. The mediation shall be attended by representatives of Contractor with full decision-making authority and by County's staff person who would make the presentation of any settlement reached at mediation to County's board for approval. Should either party fail to submit to mediation as required hereunder, the other party may obtain a court order requiring mediation under section 44.102, Fla. Stat. 27. Venue. Any suite or action brought by either party to this Agreement against the other party relating to or arising out of this Agreement must be brought in the appropriate federal or state courts in Collier County, Florida, which courts have sole and exclusive jurisdiction on all such matters. Intentionally left blank-signature page to follow) CAO Page 2839 of 5415 16CLi IN WITNESS WHEREOF, the Parties have, by an authorized person or agent, executed this Agreement on the date and year first written above. ATTEST: Crystal K. Kinzel, Clerk of Circuit Court BOARD OF COUNTY COMMISSIONERS and Comptroller COLLIER C / , 0 A By: j pt Ns. Rick LoCastro, Chairman q i ' ,Attest as to Chairman's qt, l it Q be $$ s f cinnafirrA rnniV. 1i T i I`\ " x r,Fontradatc f,1t1 ttlesses: CONTRACTOR: L 4 • t;al 4M ,, MUELLER S STEMS, LLC Y-,7rFirstWitnessBy: Signature TType print witness namet g-t C. Ste}G--r TType/print signature and titlel econd Witness M4-/ 3o, 20 2:17 6 f(A— el/DI-ILA-[,C-- Date TType/print witness namet App ved a o F nd egal.y: Deputy County Attorney Printc,1F R Name 0 Page 2840 of 5415 i6C41 Exhibit A: Fees See attached Pricing set forth in Quote Q-121544* All pricing is subject to an annual adjustment.The price adjustment shall be based on the then-current purchase price plus the U.S. Bureau of Labor Statistics PPI Series ID: PCU334514334514 for Totalizing Fluid Meters and Counting Devices, for all proposed hardware devices (meters,endpoints, collectors,etc); and the U.S. Bureau of Labor Statistics Produce Price Index(PPI)Series ID: PCU5182105182105 for data processing and related services, hosting,ASP and other IT Infrastructure provisioning services for all data hosting and service fees(software hosting,backhaul fees,etc)for the twelve month period following an adjustment and annually thereafter. Prior to any AMI deployment,upgrades,installations,or order entry,the County and Mueller will mutually agree and sign a Statement of Work(SOW)document.This document will include but is not limited to an RF Propagation study,project plan,endpoint acceptance plan,integration acceptance plan,and other documents which will clearly state the quantities,areas,installation methods,and other details related to the planned AMI deployment.AMI deployment is also subject to Mueller's standard Software as a Service Agreement, and Network as a Service Agreement if utilizing LORAWAN. All new purchases will be subject to attached manufacturer's warranty and terms of sale. CA0 Page 2841 of 5415 MUELLER t6C4 Phone: (800)423-1323 SALES QUOTATION Website: www.MuellerSystems.com Created Date: 01/13/2023 Attention: Jesse Komorny Quote#: Q-121544 Phone: (239)252-2173 Quote Expires: 09/30/2023 Email: jessekomorny@colliergov.net Terms are located at: Company Address:www.MuellerSystems.com/Support 4375 PROGRESS AVENUE NAPLES,FL,34104 Currency Type: USD Prepared For: Prepared by: Collier County (FL) Public Utilities Kathy Elder Account#: 94849000 End User: Collier County(FL) Public Utilities Comments&Consideration 50 minimum order, $75 non-box quantity Should you have any questions, please do not hesitate to contact Kathy-Elder Quote Line Items AMI Equipment,Services and Fees PART# DESCRIPTION UNITS SALE PRICE EXTENDED NET MSW-NODE4-DC MINODE4 REPEATER-DC POLE MNT 1 1,297.84 1,297.84 MS-CELLULAR NETWORK CELLULAR COLLECTOR 1 551.24 551.24 MS-G-M-YR-MHUB MAINTENANCE RADIO YEARLY MAINT 1 491.40 491.40 MS-H-M-YR MI.TECH HH/INSTALL MAINT-YR 1 708.74 708.74 MS-G-M-YR MI.HUB COLLECTOR MAINT 1 1,501.15 1,501.15 MSW-NODE4-AC MINODE4 REPEATER-AC 1 2,123.95 2,123.95 MS-MNC-V4-AC-AT1 MINET COLLECTOR,V4,AC,ATT,M1 1 11,885.77 11,885.77 MS-T-TRAIN-DAY SOFTWARE TRAINING-PER DAY 1 2,460.00 2,460.00 PROJECT-MGMT PROJECT MANAGEMENT FEES 1 151.44 151.44 LABOR-COLLECTOR1 UTILITY OWNED TANK 1 4,724.93 4,724.93 LABOR-COLLECTOR2 UTILITY OWNED TANK>150' 1 7,087.39 7,087.39 LABOR-COLLECTOR3 PRIVATE COMM TOWER 1 11,812.32 11,812.32 LABOR-COLLECTOR4 PRIVATE COMM TOWER>150'1 16,537.25 16,537.25 PART# DESCRIPTION UNITS SALE PRICE EXTENDED NET LABOR-COLLECTOR5 UTILITY ASSET 1 3,452.83 3,452.83 LABOR-COLLECTOR6 MSSUPPLIED POLE25'ORSMALLER 1 3,543.70 3,543.70 LABOR-COLLECTOR7 MS SUPPLIED POLE 25.1'TO 55' 1 8,268.62 8,268.62 LABOR-REPEATER1 DC XR WITH POLE SET 1 1,472.75 1,472.75 LABOR-REPEATER2 DC XR ON STREET SIGN 1 75.00 75.00 LABOR-REPEATER3 DC XR ON UTILITY ASSET 1 859.50 859.50 MS-MNMTOOL MINODE M INSTALL TOOL 1 749.83 749.83 MS-MNMTOOL-KIT HOT ROD MINI (EXPORT&INSTALL) 1 1,216.97 1,216.97 MSW-S-PH-ALL-40K MIHOST 30,001-40K 1 3.03 3.03 MSW-LW-PH-ALL-100K LW SRVC UPTO 100K ENDPOINTS 1 2.00 2.00 AMI Equipment,Services and Fees SUBTOTAL: USD 80,977.65 CAO Page 2842 of 5415 t6Cti Meters and Registers with Nicor Connectors PART# DESCRIPTION UNITS SALE PRICE EXTENDED NET VEGB223N 5/8X3/4,420B,BB,ME8,SG,5'NIC 1 125.00 125.00 VEHB223N 3/4 435B,BB,ME8,SG,5'NICOR 1 138.00 138.00 VEKB223N 1"452B,BB,ME8,SG,5'NICOR 1 189.00 189.00 GWESG3N0-420 5/8 420 SG ME8 5'NIC 5.806 1 86.90 86.90 GWESG3N0-435 3/4"435 SG ME8 5'NIC 3.285 1 86.90 86.90 GWESG3N0-452 1"452 SG ME8 5'NIC 1.178 1 86.90 86.90 GWESG3N0-562 1.5"562 SG ME8 5'NIC 6.400 1 86.90 86.90 Q9NS20355 MVR100,FE,STD,BB,SG,TRL6,5'N 1 435.39 435.39 Q9NS20355RCM MVR100,FE,S,BB,SG,TRL6,5'N RCM 1 425.00 425.00 Q9PS20355 MVR160SI,FE.STD,BB,SGTRL6,5'N 1 567.90 567.90 Q9PS20355RCM MVR160SIFE STD BB TRL6SG 5'NI 1 494.00 494.00 Meters and Registers with Nicor Connectors SUBTOTAL:USD 2,721.89 Mi.Node M and Mi.Node Endpoints with Nicor and TTL PART# DESCRIPTION UNITS SALE PRICE EXTENDED NET MSW-NODE5-1P-05 MINET-M W/5'NICOR 1 107.27 107.27 PART# DESCRIPTION UNITS SALE PRICE EXTENDED NET MSW-NODE6-1P-05 MINODE 6 W/5'NICOR 1 107.27 107.27 MS-TTL-A THRU THE LID ANTENNA ASSEMBLY 1 14.75 14.75 MS-TTL-H MI.NET TTL ANTENNA HANGER 1 5.05 5.05 Mi.Node M and Mi.Node Endpoints with Nicor and TTL SUBTOTAL: USD 234.34 AMR Equipment and Fees PART# DESCRIPTION UNITS SALE PRICE EXTENDED NET MS-MNMMAINT-TRANSCVER MOBILE TRANSCEIVER YRLY MAINT 1 1,574.98 1,574.98 AHRMOBILE-SW-SUITE EZREADER MOBILE SOFTWARE SUITE 1 3,046.22 3,046.22 IAEZMAINT-SW-70K EZ YR MAINT(60-70K) 1 6,449.83 6,449.83 MS-MNMMOBILE-HW-KIT MINETM MOBILE TRANSCEIVER KIT 1 7,815.82 7,815.82 AMR Equipment and Fees SUBTOTAL: USD 18,886.85 AMI Only Endpoints and Equipment PART# DESCRIPTION UNITS SALE PRICE EXTENDED NET MS-G4-MHUB MINET+MAINT RADIO 1 3,483.12 3,483.12 MSW-NODE6-LW-1P-05 MINODE6 WATER MIU, LORA, 5'NI 1 107.27 107.27 MS-H4-RADIO-V2 INSTALL RADIO V2 1 2,463.30 2,463.30 AMI Only Endpoints and Equipment SUBTOTAL: USD 6,053.69 Group7 CIS Interface PART# DESCRIPTION UNITS SALE PRICE EXTENDED NET MS-T-CIS-FILE CIS FILE INTERFACE 1 11,875.00 11,875.00 MS-T-CIS-FTP FILE TRANSFER PROTOCOL 1 4,452.00 4,452.00 Group7 SUBTOTAL:USD 16,327.00 CAS? Page 2843 of 5415 t6C4 Exhibit B: Amended and Restated Master Agreement CAO Page 2844 of 5415 16CLi EXHIBIT B AMENDED AND RESTATED MASTER USE AGREEMENT THIS AMENDED AND RESTATED MASTER USE AGREEMENT (this "Agreement") is entered into this 11+""' day of Jv 2023 between MUELLER SYSTEMS, LLC, a Delaware limited liability corporation having fts principal offices at 10210 Statesville Blvd, Cleveland,North Carolina 27013 referred to in this Agreement as "Mueller Systems" or "Provider"), and Collier County, a political subdivision of the State of Florida (referred to in this Agreement as "Customer" or "Purchaser"). This Agreement replaces and supersedes the Mueller Systems Master Use Agreement entered into by Mueller Systems and Customer on March 24,2020, and governs the Customer's own use and prohibits the resale of, as applicable, Mueller Systems Equipment, Software, Documentation and other items related to advanced metrology infrastructure systems that Customer purchases from Mueller Systems. This Master Agreement is attached as Exhibit B to the 22-013-NS Supply Agreement for Automatic Meter Reading (the "Supply Agreement"). In the event of any conflict or inconsistency between the terms and conditions of this Agreement and the Supply Agreement between the Parties,and terms and conditions of any other agreement or document between the Parties, the terms and conditions of this Agreement shall govern and control and the conflicting or inconsistent terms and conditions are hereby rejected. In consideration of the mutual obligations set forth in this Agreement,Customer and Mueller Systems agree as follows: 1.DEFINITIONS. a.Content" means the information developed or legally acquired by Customer which may be used in connection with or accessed by any module of the Software. b.Documentation" means Mueller Systems' user guides, reference manuals, and installation materials provided by Ferguson to Customer related to the Software and Equipment. c.Equipment"means Mueller Systems' components,devices,products,equipment and related items purchased by Customer as identified in Appendix A. d.Services"means activities related to deployment and installation services,repair services, hosting services and technical support/maintenance services as identified in Appendix B. e.Software"means the object code versions of Mueller Systems' software identified in Appendix A, together with all subsequent authorized updates,replacements,modifications or enhancements. 2.SOFTWARE a.Software on Equipment License. For Equipment purchased by Customer Mueller Systems hereby grants Customer a limited,non-exclusive,non-sublicensable,non-transferable,perpetual,irrevocable license to use and execute the Software embedded in the Equipment for its internal business purposes in connection with such Equipment("Firmware"). b.Online Software Access. Subject to the terms of this Agreement and the payment of the fees specified in Section 6a herein, Mueller Systems grants to Customer, for its internal business purposes and during the term of this agreement, a limited, non-exclusive, non-sublicensable, non-transferable right to access and use and make available to Customer's utility users, as applicable, and/or employees the online, hosted Software specified herein. c.Restrictions. Except as specifically and expressly permitted in writing by Mueller Systems, Customer shall not(i) violate any restriction set forth in this Agreement; (ii)modify, translate, de-compile, reverse compile, disassemble,or create or attempt to create,by reverse engineering or otherwise,the source CAO Page 2845 of 5415 i6C4 code from the object code of the Software; (iii) adapt the Software in any way for use to create a derivative work; (iv)include or combine the Software in or with any other software;or(v)use the Software to provide processing services to third parties or on a service bureau basis. Except as expressly permitted in this Agreement,Customer may not copy the Software other than to make one machine readable copy for disaster recovery or archival purposes. Customer may only make copies of Documentation as reasonably necessary for the use contemplated herein and with proper inclusion of Mueller Systems' copyright notices. d.Ownership. This Agreement does not grant to Customer any ownership interest in the Software or Documentation. Customer has a license to use the Software and Documentation as provided in this Agreement. Customer hereby agrees and acknowledges that Mueller Systems owns all right, title, and interest in the Software and Documentation, and Customer will not contest those rights or engage in any conduct contrary to those rights. Any copy,modification,revision,enhancement, adaptation,translation,or derivative work of or created from the Software and Documentation made by or at the direction of Customer shall be owned solely and exclusively by Mueller Systems,as shall all patent rights, copyrights,trade secret rights,trademark rights and all other proprietary rights,worldwide. e.Reservation. The parties reserve all rights not specifically granted under this Agreement. 3.EQUIPMENT In consideration of the fees set forth in Appendix D of this Agreement. 4.SERVICES In consideration of the fees set forth in Appendix D of this Agreement, Mueller Systems will provide to the Customer the Services identified in Appendix B. 5.CONFIDENTIALITY The Software, Equipment and Documentation, including any ideas, concepts, know-how and technology contained therein, shall be considered the proprietary and confidential information of Mueller Systems and, as such, shall be subject to the confidentiality provisions of this Agreement. If a separate, written non-disclosure agreement exists between Mueller Systems and Customer, such agreement will control and will apply according to its terms and conditions to all confidential information the parties exchange with each other. If no separate, written non-disclosure agreement exists between Mueller Systems and Customer, the terms listed in Appendix C will apply to the confidential information the parties exchange with each other. Confidentiality of information contained in this Agreement and any existing separate, written non-disclosure agreement is subject to the requirements of the Florida Public Records Act, Chapter 119, Fla. Stat.,and the Florida Sunshine Law, Chapter 286, Fla. Stat. 6.FEES AND PAYMENT a.Software Fees. Customer shall pay the Software fees set forth in Appendix D of this Agreement. b.Equipment Fees. Customer shall pay the Equipment fees set forth in Appendix D of this Agreement. Title to the Equipment, except the Software and Documentation that are subject to licenses provided in this Agreement,passes from Mueller Systems to Customer upon receipt of the Equipment. c.Service Fees. Customer shall pay the Service fees set forth in Appendix D of this Agreement. d.Taxes. All prices and fees are in U.S. dollars unless otherwise specified. All amounts payable under this Agreement are exclusive of all sales, use, value-added, excise, property, withholding, and other taxes and duties. Customer will pay all taxes and duties assessed by any authority in connection with this Agreement and with Customer's performance hereunder.This provision does not apply to any taxes for which Customer is exempt, provided Customer has furnished a valid tax exemption certificate. Collier County, Florida as a political subdivision of the State of Florida, is exempt from the payment of Florida sales tax to its Contractors under Chapter 212, Florida Statutes, Certificate of Exemption #85-8015966531 C-1 Exemption"). In the event the Exemption does not apply to Products or Services provided hereunder, Customer will promptly reimburse Ferguson for any and all taxes or duties that are required to be paid in connection with this Agreement or its performance. CAO Page 2846 of 5415 16C4 e.Payment. Unless provided otherwise herein, Customer agrees to pay those amounts specified in Appendix D, upon receipt of a proper invoice and in compliance with Chapter 218, Fla. Stats., otherwise known as the"Local Government Prompt Payment Act." Any late interest fees shall be pursuant to Section 218.74, Fla. Stat. All payments made under this Agreement shall be nonrefundable, except as specifically provided otherwise in this Agreement. 7.TERM; TERMINATION a.Term. The initial term of this Agreement is five (5) years commencing upon the date of Agreement No. 22-013-NS is executed. This Agreement is renewable by the Parties under all of the then- current standard terms and conditions for additional successive five(5)year period at the then-current prices for the Equipment, Software and Services with at least thirty (30)days written notice prior to the expiration of the initial term.Any annual adjustment of pricing of Equipment, Software or Services shall be as stated in Supply Agreement for Automatic Meter Reading No. 22-013-NS in Exhibit A. b.Termination for Breach. If either party breaches this Agreement, and such breach is not cured within ten(10)days of the breach,after receiving written notice,the non-breaching party may terminate this Agreement, including all licenses provided herein, effective upon written notice to the other party. The County shall be the sole judge of non-performance. c.Termination for Convenience. The County may terminate this Agreement for convenience with a thirty(30)day written notice. d.Effect of Termination. Termination of this Agreement shall have the effect designated in Appendix B. e.Non-Exclusive Remedy. Termination of this Agreement or any license granted hereunder shall not limit the remedies otherwise available to either party, including injunctive relief. Survival. Unless otherwise stated herein, any provision that, by its nature or terms, is intended to survive the expiration or termination of this Agreement,will survive. 8. LIMITED WARRANTIES; REMEDIES a.Software. Subject to the exclusions herein, including those in Appendix A,Mueller Systems warrants that commencing from the date of shipment or provision to Customer and continuing for the period set forth in Appendix A (the"Warranty Period"), (i)the media on which the Software is furnished will be free of defects in materials and workmanship under normal use; and (ii) the Software will perform substantially in conformance with the applicable Documentation provided to Customer. Mueller Systems does not warrant that the Software will operate in combinations with other software, except as specified in the Documentation, that the Software will meet the Customer's requirements or that the operation of the Software will be uninterrupted or error-free.Customer assumes responsibility for taking adequate precautions against damages which could be caused by defects, interruptions or malfunctions in the Software or the hardware on which it is installed. Mueller Systems' entire obligation and Customer's exclusive remedy with respect to the Software warranties set forth above shall be,at Mueller Systems' option,to either(x)repair or replace any Software containing an error or condition which is reported by Customer in writing to Mueller Systems which causes the Software not to conform with the warranty set forth herein; or(y) refund a pro- rated amount paid by Customer and terminate this Agreement and all licenses provided herein. b.Services. Mueller Systems warrants that all services provided to Customer under this Agreement shall be performed in a workmanlike manner. Mueller Systems' entire obligation and Customer's exclusive remedy with respect to the Service warranties set forth above shall be the re-performance of the applicable non-conforming Service. c.Equipment. Subject to the exclusions herein, including those in Appendix A, Mueller Systems warrants to Customer that the Equipment will comply with provided specifications for the periods specified CAO Page 2847 of 5415 ibC4 in Appendix A. Claims under this Section will be considered if submitted to Mueller Systems within sixty 60)days following the discovery of any noncompliant Equipment covered by this Agreement and provided Mueller Systems or its agents are permitted a commercially reasonable opportunity to examine and analyze the Equipment claimed to be noncompliant. Mueller Systems' entire obligation and Customer's exclusive remedy with respect to the Equipment warranties set forth herein, at Mueller Systems' option, is repair or replacement of any Equipment found noncompliant, subject to the terms and conditions herein, during the applicable warranty period after such Equipment is properly packaged and returned prepaid to Mueller Systems' designated service center. d.Costs. Any and all costs associated with uninstalling and shipping noncompliant Equipment and Software and installing replacement Equipment and Software will be the responsibility of Customer. e.Exclusions. The warranties provided by Mueller Systems shall not apply to Equipment and/or Software which: (i)have been altered, except with the express written consent, permission or instruction of Mueller Systems, (ii)have been used in conjunction with another product resulting in the defect, except for those third party products specifically approved by Mueller Systems, (iii) were other than the most current version of the Software(but only to the extent that any failure of the Software would have been avoided by the use of the most current version), (iv) have been damaged by improper environment, abuse, misuse, accident, negligence, act of God, excessive operating conditions, or unauthorized attachments or modifications, (v)have not been properly installed and operated in accordance with the Documentation, or as otherwise instructed by Mueller Systems,or(vi)any other exclusion set forth in any Appendix hereto. f.DISCLAIMERS.TO THE EXTENT PERMITTED BY APPLICABLE LAW,THE WARRANTIES AND REMEDIES STATED ABOVE ARE EXCLUSIVE AND NO OTHER WARRANTIES OR REMEDIES EXPRESS,IMPLIED OR STATUTORY,APPLY TO THE DOCUMENTATION,THE SOFTWARE,THE EQUIPMENT OR ANY SERVICES PURCHASED BY CUSTOMER AND REFERENCED IN THIS AGREEMENT, INCLUDING BUT NOT LIMITED TO WARRANTIES OR CONDITIONS OF TITLE, NON-INFRINGEMENT, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, QUALITY OR PERFORMANCE, AND ANY IMPLIED WARRANTY ARISING FROM COURSE OF PERFORMANCE, COURSE OF DEALING OR USAGE OF TRADE, ALL OF WHICH MUELLER SYSTEMS EXPRESSLY DISCLAIMS. 9.INDEMNIFICATION. Mueller Systems will indemnify and defend Customer from any third party claim that the Software and Equipment infringe on another person's or company's patent,copyright or other intellectual property right as specified in this Section. This indemnity does not cover and specifically excludes(a)intellectual property rights recognized in countries and jurisdictions other than the United States, and(b)claims relating to infringement of intellectual property rights by a third parry's products and software. Mueller Systems has no obligation under this Section for any claim to the extent it results from or arises out of Customer's modification of the Equipment or Software or from any combination, operation or use of the Software or Equipment with other third party products or services. Mueller Systems' duty to indemnify under this Section is contingent upon Mueller Systems receiving prompt notice of a claim and Mueller Systems' right to solely control resolution of a claim. Customer's sole remedy for an indemnified claim under this Section is as follows: Mueller Systems will, at its expense and in its discretion either(a)resolve the claim in a way that permits Customer's continued ownership and use of the affected Software and Equipment, (b) provide a comparable,non-infringing replacement at no cost to Customer,or(c)accept return of the Software and Equipment,provide a reasonable depreciated refund and terminate this Agreement and all licenses herein. This Section is the exclusive statement of Mueller Systems' liability and responsibility for indemnifying Customer for infringement of intellectual property rights. 10. LIMITATION OF LIABILITY. a.MUELLER SYSTEMS' MAXIMUM LIABILITY HEREUNDER IS EXPRESSLY LIMITED TO THE TOTAL AMOUNT PAID FOR THE SOFTWARE, SERVICES, AND EQUIPMENT IN THE IMMEDIATELY PRECEDING TWELVE (12) MONTHS AND WILL UNDER NO CIRCUMSTANCE EXCEED THE AMOUNT PAID BY CUSTOMER IN THE IMMEDIATELY PRECEDING TWELVE(12) MONTHS FOR THE SOFTWARE, SERVICES AND EQUIPMENT PURCHASED BY CUSTOMER. CAO Page 2848 of 5415 IbC4 Some states do not allow the limitation and/or exclusion of liability for incidental or consequential damages, so the above limitation may not apply. b.The provisions of this Agreement allocate the risks between Customer and Mueller Systems. Mueller Systems' pricing reflects this allocation of risk and the limitations of liability specified herein. 11. NOTICE.All notices required to be given hereunder shall be in writing. Notice shall be considered delivered and effective upon receipt when sent by registered or certified mail, return receipt requested,addressed to the parties as set forth above.Either party,upon written notice,may change any name or address to which future notice shall be sent. 12. GENERAL. The Software will not be exported or re-exported in violation of any export provisions of the United States or any other applicable jurisdiction. The rights and obligations of this Agreement are personal rights granted to the Customer only. The Customer may not transfer or assign any of the rights or obligations granted under this Agreement to any other person or legal entity. Any such purported transfer or assignment shall be null and void. Mueller Systems will be free of liability to the Customer where Mueller Systems is prevented from executing its obligations under this Agreement in whole or in part due to force majeure,such as earthquake,typhoon,flood,fire,and war or any other unforeseen and uncontrollable.Any modification or amendment to any of the provisions of this Agreement will be in writing and signed by an authorized officer of each party. This Agreement does not create or imply any relationship in agency or partnership between the parties. Headings are inserted for the convenience of the parties only and are not to be considered when interpreting this Agreement.The validity of this Agreement and the rights, obligations, and relationship of the parties resulting from same will be interpreted and determined in accordance with the law of the State of Florida, and applicable federal law, without regard to its choice of law provisions. Venue of any action seeking to enforce the terms of this Agreement shall be within the State and federal courts in and for Collier County, Florida. The parties specifically exclude from application to the Agreement the United Nations Convention on Contracts for the International Sale of Goods and the Uniform Computer Information Transactions Act. If any provision of this Agreement is contrary to and in violation of any applicable law,such provision will be considered null and void to the extent that it is contrary to such law, but all other provisions will remain in effect. The waiver or failure of either party to exercise any right herein shall not be deemed a waiver of any further right hereunder.This Agreement,along with the 22-013-NS Supply Agreement for Automatic Meter Reading, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all other prior and contemporary agreements, understandings, and commitments between Mueller Systems and Customer regarding the subject matter of this Agreement. Signatures Appear on the Following Page] CAO Page 2849 of 5415 1 6 C 4 EACH PARTY ACKNOWLEDGES THAT IT HAS READ THIS AGREEMENT, UNDERSTANDS IT,AND AGREES TO BE BOUND BY ITS TERMS AND CONDITIONS. CUSTOMER: ATTEST: Crystal K. Kinzel, Clerk of Court & COLLIER COUNTY BOARD OF Comptroller COUNTY COMMISSIONERS By: k- Rick LoCastro,Chairman Attest as to Chairman s nature only pro ed to F rm . d Legality: Sco . T ac , Deputy County Attorney Contractor's Witnesses: CONTRACTOR: MUELLER SYSTEMS, LLC jct SFlt:O Et_ Fir t Witness By: Signature — TT pc/print witness nameT EQtL ST)4-c Second Witness TType/print signature and titleT MM' 61/.ANZ,A44., TTypc/print witness nameT si ' U Page 2850 of 5415 16C4 Appendix A Product Warranty Statement 1.Limited Warranty. Mueller Systems, LLC ("Mueller") warrants that, for the duration of the Warranty Period(defined below): (a)each Mueller product purchased ("Product")will be free from defects in materials and workmanship under normal use,installation and service conditions;(b)the media on which any Software is furnished will be free of defects in materials and workmanship under normal use; and (c) any such Software will substantially conform to the applicable published Mueller functional specifications for such Software. Products will have a warranty period of the greater of(i)one(1)year from date of shipment or(ii)the applicable warranty period for a specific Product stated below in Section 6("Warranty Period"). 2.Exclusive Remedy. Mueller will,at its option, either repair or replace a Product that is in breach of the foregoing warranty during the Warranty Period if Purchaser reports the breach to Mueller within sixty 60) days after Purchaser discovers the breach. At Mueller's request, Purchaser will ship the allegedly defective Product to a repair facility designated by Mueller at Purchaser's expense and risk. If Mueller, in its sole discretion, determines that the Product breached the applicable warranty, Mueller will ship the repaired or replaced Product to Purchaser at Mueller's expense and risk. If Mueller determines that it is unable to repair or replace such Product, it will,at Mueller's sole discretion provide a cash or credit refund to Purchaser. If Mueller repairs or replaces any such defective Product,the Warranty Period for the repaired or replaced Product will continue for the longer of(i)thirty 30) days, or(ii)the remainder of the original Warranty Period. Mueller's warranty is subject to exclusions, as set forth in Section 3. This Section 2 sets forth Mueller's entire liability, and the Purchaser's exclusive remedy, for any alleged breach of warranty for any Products. 3.Exclusions.Mueller has no obligation under this Product Warranty Statement if(a) a Product has been subject to misuse, neglect or accident or has been damaged through abuse, alternation, installation or application inconsistent with AWWA guidelines or Mueller specifications, including but not limited to Mueller propagation studies,failure to follow Mueller's operation or maintenance instructions or negligence in transportation, handling,or storage,or repaired by anyone other than Mueller or its authorized personnel,(b)with respect to software, there has been a change to the software's operating environment not made or authorized by Mueller or if Purchaser fails to install any correction or enhancement provided by Mueller, or if a virus is introduced through no fault of Mueller,or(c)if any Product fails to satisfy the applicable warranty as a result of any force majeure event. Mueller's Product Return process can be found at www.muellersystemsreturns.com. 4.Important Disclaimer. EXCEPT AS EXPRESSLY SET FORTH HEREIN, MUELLER DISCLAIMS ALL OTHER EXPRESS OR IMPLIED WARRANTIES, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON- INFRINGEMENT AND WARRANTIES ARISING FROM A COURSE OF DEALING, USAGE OR TRADE PRACTICE. TO THE EXTENT ANY IMPLIED WARRANTY CANNOT BE EXCLUDED, SUCH WARRANTY IS LIMITED IN DURATION TO THE EXPRESS WARRANTY PERIOD. 5.Limitation on Liability. Mueller has no liability with respect to damage or destruction of property or the personal injury or death of persons resulting from defects in Products or from improper installation, use,maintenance or operation of any Products. In all cases,Mueller's liability shall not exceed the total amount paid by Purchaser for the Products. 6.Product Warranties.The following provisions in this Section 6 modify the limited warranty in Section 1 with respect to the specific Products identified below: CAO Page 2851 of 5415 I 6 C 4 ATTACHMENT A Automated Meter Reading(AMR)/Advanced Metering Infrastructure(AMI)Products Product Description Warranty Period AMR/AMI Software These items of Software will One(1)year from date of shipment to Purchaser. perform in accordance with Mueller's published specifications for the duration of the Warranty Period. AMR/AMI Hardware— During the Warranty Period,these One(1)year from date of shipment to Purchaser. unless otherwise expressly Products will be free from defects specified herein in materials and workmanship. AMR/AMI Radio Modules— During the Warranty Period, these Ten(10)years from date of shipment to Purchaser. Products will be free from defects AMI water module endpoints in materials and workmanship. Additionally, the unit is covered by a prorated and AMR water module warranty for years eleven (11)through fifteen (15) at endpoints a fifty-percent(50%)discount, and years sixteen(16) through twenty (20) at a twenty-five-percent (25%) discount from the date of shipment to Purchaser. All discounts will be calculated on the then current published price of the original product. All prorated warranty discounts are to be used towards the purchase of replacement units. Encoder Register Products, During the Warranty Period,these Ten(10)years from date of shipment to Purchaser. Wall Pads and Pit Pads. Products will be free from defects Additionally, the unit is covered by a proratedinmaterialsandworkmanship. warranty for years eleven (11)through fifteen (15) at a fifty-percent(50%)discount,and years sixteen(16) through twenty (20) at a twenty-five-percent (25%) discount from the date of shipment to Purchaser. All discounts will be calculated on the then current published price of the original product. All prorated warranty discounts are to be used towards the purchase of replacement units. Water Metering Products Product Description Warranty Period All Meter Products not During the Warranty Period,these One(1)year from date of shipment to Purchaser. otherwise specified herein Products will be free from defects in materials and workmanship. Remote Disconnect Meters During the Warranty Period,these Five (5) year warranty or two-thousand (2,000) RDM) valve and solenoid Products will be free from defects actuations of the valve, whichever comes first, from assembly in materials and workmanship. the date of shipment to Purchaser. Maincases for the above listed During the Warranty Period,these Fifteen(15)years from date of shipment to Purchaser. mechanical meters Products will be free from defects in materials and workmanship. CAO Page 2852 of 5415 i6C4 Standard registers for the above During the Warranty Period,these Ten(10)years from date of shipment to Purchaser. listed mechanical meters Products will be free from defects in materials and workmanship. 5/8"—Five(5)years from the date of shipment to Purchaser or the registration of 500,000 U.S.gallons, whichever comes first; 3/4"—Five(5)years from the date of shipment to Purchaser or the registration of 750,000 U.S.gallons, whichever comes first; 1"—Five(5)years from the date of shipment to AWWA' New Meter Accuracy Purchaser or the registration of 1,000,000 U.S.gallons, whichever comes first; 1-1/2"—Two(2)years from the date of shipment to Purchaser or the registration of 1,600,000 U.S.gallons, whichever comes first; 2"—Two(2)years from the date of shipment to Purchaser or the registration of 2,700,000 U.S.gallons, whichever comes first. Models 400 and 500 Series Meters 5/8"—Fifteen(15)years from the date of shipment to Purchaser or the registration of 1,500,000 U.S.gallons, whichever comes first; 3/4"—Fifteen(15)years from the date of shipment to Purchaser or the registration of 2,250,000 U.S.gallons, whichever comes first; 1"—Fifteen(15)years from the date of shipment to AWWA Repaired Meter Accuracy Purchaser or the registration of 3,000,000 U.S.gallons, AWWA M6 Manual) whichever comes first; 1-1/2"—Ten(10)years from the date of shipment to Purchaser or the registration of 5,000,000 U.S.gallons, whichever comes first; 2"—Ten(10)years from the date of shipment to Purchaser or the registration of 8,000,000 U.S.gallons, whichever comes first. Model HbMAG During the Warranty Period,these Two(2)years from date of shipment to Purchaser. electromagnetic cold water Products will be free from defects meters in materials and workmanship. Solid State Meters During the Warranty Period(ten(10)years from date of shipment to Purchaser)these Products will meet or exceed accuracy of+/- 1.5% between the specified minimum flow rate to the specified maximum for the following sizes: 5/8"Meter 0.1 gpm to 20 gpm 5/8"x 3/ 4", 3/ 4"Short,and%"Long Meter 0.1 to 30 gpm 1"Meter 0.4 to 55 gpm 1 '/2"Meter 0.25 to 100 gpm 2"Meter 1.5 to 160 gpm American Water Works Association ("AWWA") CAO Page 2853 of 5415 1bC4 Appendix B Services 1.Software Services and Support Obligations a.Update"to the Software means a subsequent release of the Software that Provider makes generally available to its current customers for the Software. Updates include changes and corrections to the Software as are required to keep the Software in substantial conformance with the applicable Documentation and that are created by Provider as corrections for defects in the Software. Updates shall not include any release, option or future product that Provider licenses separately. Provider shall in its sole discretion determine the nature, content,timing and release of any Updates. b.Web-based support, consisting of information on the most current release of the Software through Provider's web site. c.Phone support in the form of advice and counsel via telephone regarding Customer's use of the most current release of the Software,as well as Customer's connectivity and ability to access Content. Phone Support is provided from 8:00 AM to 7:00 PM Eastern Time, Monday through Thursday and 8:00 AM to 5:00 PM Eastern Time on Fridays. All hours and days exclude recognized U.S. holidays observed by Mueller Systems. 2.Software Hosting Services a.Except as specifically permitted in this Agreement,Customer shall have web-based access to the Software hosted by Provider pursuant to this Agreement. b.Provider shall provide Customer with access and related hosting services to the Software installed on Provider's servers. Provider will also install the Content provided by Customer. Provider will define the appropriate performance specifications and will host the server at a Provider's location. Provider will monitor and perform routine maintenance on the server, and if the server is not operating properly,will make a good faith effort to operate Customer's system on a backup server,if available.Access to Customer's server is restricted to authorized Provider information technology and support personnel only. Differential and full server backups are performed when reasonably practicable. c.Customer shall be responsible for installing, operating and maintaining the equipment, software, and/or facilities at Customer location recommended by Provider for effective access to and use of the Software installed on Mueller Systems server. Customer shall be responsible for providing and maintaining its own Internet access and all necessary telecommunications equipment at Customer's location necessary for accessing the Software. d.Upon termination, for any reason, of the Agreement or any license(s) granted herein, Provider shall immediately cease providing access to the Software and Hosting Services. Customer shall(i) immediately stop access and use of all such Provider confidential information(including Software);(ii)shall return all copies of the Software, Documentation,and any Provider confidential information to Provider;and iii)delete all Software, Documentation,and other confidential information off of any and all storage media possessed or controlled by Customer. Customer shall provide Provider with written certification signed by an officer of Customer that Customer has complied with the provisions of this Section. Customer shall pay all amounts due,upon receipt of a proper invoice and in compliance with Chapter 218, Fla. Stats.,otherwise known as the"Local Government Prompt Payment Act."Any late interest fees shall be pursuant to Section 218.74, Fla. Stat. CAO Page 2854 of 5415 1bC4 Appendix C Confidential Information For purposes of this Attachment, "party" or "parties" shall mean Provider and Customer, including their respective subsidiaries and affiliates who are providing information under this Agreement. The parties agree to maintain confidential information as follows: 1.Definition of Confidential Information. The parties understand and agree that confidential information is any and all current and future Equipment, Documentation and/or Software information, roadmap,technical or financial information,customer names,addresses and related data,contracts,practices, procedures and other business information, including software reports, strategies, plans, documents, drawings,machines,tools,models,patent disclosures,samples,materials and requests for proposals that may be disclosed between the parties, whether written, oral, electronic or otherwise, however and wherever acquired ("Confidential Information"). Confidential Information excludes any information which would otherwise fall in the definitions above, but which was (a) known to the recipient of the information Recipient")before receipt from the disclosing party; (b) publicly available through no fault of Recipient; c) rightly received by Recipient from a third party without a duty of confidentiality; (d) disclosed by disclosing party to a third party without a duty of confidentiality on the third party; (e) independently developed by Recipient without breach of this or any other confidentiality agreement; or (f) disclosed by Recipient after prior written approval from the disclosing party. 2.Obligations of Confidentiality and Remedies. Recipient agrees to protect the disclosing party's Confidential Information with the same degree of care, but no less than a reasonable degree of care, as Recipient uses with respect to its own Confidential Information. Neither party has any obligation to exchange Confidential Information. Both parties acknowledge and agree that the disclosure of the other party's Confidential Information could cause irreparable harm. Therefore, an injured party is entitled to applicable equitable relief, including injunctions, in addition to other remedies, for such wrongful disclosure of Confidential Information. In addition,disclosure of Confidential Information required by a government body or court of law is not a violation of this Section if the Recipient gives prompt notice of the required disclosure to the disclosing party. 3.Term of Confidentiality Obligations. Recipient's duty to protect Confidential Information expires three(3)years from the date of disclosure of the particular Confidential Information. 4.No Warranties on Confidential Information. Neither party warrants or guarantees the accuracy of any Confidential Information transferred between the parties. 5.Confidentiality of information contained in this agreement is subject to the requirements of the Florida Public Records Act,Chapter 119, Fla. Stat.,and the Florida Sunshine Law, Chapter 286, Fla. Stat. CAO Page 2855 of 5415 6C4 Appendix D Please refer to Exhibit A—Fees,of Agreement#22-013-NS Supply Agreement for Automatic Meter Reading between Mueller Systems and Customer. CAO Page 2856 of 5415 MUELLWAT2 1 6 C®I' ACORD DATE(MMIDD/YYItY Y) CERTIFICATE OF LIABILITY INSURANCE 5/19/2023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTNAME: Kristin Kristin Dempsey Commercial Lines-(404)923-3700 PHONE FAX A/C.No.Est): 470-875-0343 A/c,No): 877-362-9069 USI Insurance Services LLC E-MAIL dikristn. em se mADDRESS: P y@usi.co 1 Concourse Parkway NE,Suite 700 INSURER(S)AFFORDING COVERAGE NAIC# Atlanta,GA 30328 INSURERA: ACE American Insurance Company 22667 INSURED INSURER B: ACE Fire Underwriters Ins.Co. 20702 Mueller Water Products, Inc. INSURER C: Mueller Systems, LLC INSURER D: 1200 Abernathy Road, NE Suite 1200 INSURER E: Atlanta,GA 30328 INSURER F COVERAGES CERTIFICATE NUMBER: 15719099 REVISION NUMBER: See below THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. IPOLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSD WVD, POLICY NUMBER LIMITSMMIDD/YYYY) (MM/DDIYYYY) A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE S 2,000,000XSLG4729967610/01/2022 10/01/2023. DAMAGE RETE CLAIMS-MADE [X OCCUR PREM SESO(Ea occur eSIRappliesperpolicynce) $ 1,000,000 X Contractual Liability MED EXP(Any one person) $0terms&conditions PERSONAL&ADV INJURY S 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE S 10,000,000 POLICY X PE LOC PRODUCTS-COMP/OP AGG $ 5,000,000 OTHER: SIR/Deductible S 500,000 AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ Ea accident) ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY Per accident) UMBRELLA LIAB OCCUR EACH OCCURRENCE EXCESS LIAB CLAIMS-MADE AGGREGATE DED RETENTION$ A WORKERS EMPLOYERTIONS'WLR C50675270(AOS)10/01/2022 10/01/2023 X STATUTE ERHANDEMPLOYERS'LIABILITY N ANYPROPRIETOR/PARTNER/EXECUTIVE SCF C50675361 (WI) 10/01/2022 10/01/2023 E.L.EACH ACCIDENT 1,000,000 B OFFICER/MEMBEREXCLUDED? N N/A Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000DESCRIPTIONOFOPERATIONSbelowE.L.DISEASE-POLICY LIMIT $ DESCRIPTION OF OPERATIONS I LOCATIONS!VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Solicitation 22-013-NS Supply Agreement for Automatic Meter Reading Collier County Board of County Commissioners is included as additional insured on general liability if required by written contract or agreement with Named Insured in regard to operations of the named insured subject to policy's terms,exclusions,and conditions.General liability coverage is primary and non-contributory for additional insureds,subject to policy's terms,exclusions,and conditions.Notice of cancellation in accordance with policy provisions. CERTIFICATE HOLDER CANCELLATION Collier County Board of County Commissioners SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 3339 Tamiami Trail East,Suite 302 ACCORDANCE WITH THE POLICY PROVISIONS. Naples,FL 34112 AUTHORIZED REPRESENTATIVE C a 6.61___ I The ACORD name and logo are registered marks of ACORD ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) This certficate replaces certificetee 15119098 issued on 5/19/2023) Page 2857 of 5415 16C4 ACORO® DATE(MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 10i1/2023 5/23/2023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). CONTPRODUCERLocktonCompaniesNAMEACT 444 W.47th Street,Suite 900 PHONE FAX A/C.No.Extl: A/C.No): Kansas City MO 64112-1906 E-MAIL 816)960-9000 ADDRESS: kcasu@lockton.com Arch AFFORDING COVERAGE NAIL# INSURER A:Arch Insurance Company 11150 INSURED MUELLER WATER PRODUCTS INC INSURER B: 1526047 MULLER SYSTEMS,LLC INSURER C: 1200 ABERNATHY ROAD,NE SUITE 1200 INSURER D: ATLANTA GA 30328 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 19595132 REVISION NUMBER: XXXXXXX THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. IN SRR ATYPEOFINSURANCEINSDyyDPOLICYNUMBER BR POLICY EFF POLICY EXP LIMITSMM/DD/YYYY) (MMIDD/YYYY) COMMERCIAL GENERAL LIABILITY NOT APPLICABLE EACH OCCURRENCEDAMAGE TO RENTED XXX0000( CLAIMS-MADE OCCUR PREMISES Ea occurrence) $ XXXXXXX MED EXP(Any one person) $ XXXXXXX PERSONAL&ADV INJURY $ XXX0O{XX GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ XXXXXXX POLICY PRO-JECT LOC PRODUCTS-COMP/OP AGG $ XXXXXXX OTHER: AUTOMOBILE LIABILITY NOT APPLICABLE COMBINED SINGLE LIMIT $ Ea accident) XXX3 30 X ANY AUTO BODILY INJURY(Per person) $ XXXXXXX OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS XXXXXXX HIRED NON-OWNED PROPERTY DAMAGE XXXXXXXAUTOSONLYAUTOSONLYPeraccident) XXXXXXX UMBRELLA LIAB OCCUR NOT APPLICABLE EACH OCCURRENCE XXXXXXX EXCESS LIAB CLAIMS-MADE AGGREGATE XXXXXXX DED RETENTION$ XXXXXXX WORKERS COMPENSATION NOT APPLICABLE PER ERH-AND EMPLOYERS'LIABILITY STATUTE ER Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ XXXXXXX OFFICER/MEMBER EXCLUDED? N/A Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ XXXXXXX If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ XXXXXXX A CYBER TECH E&0 N N NPL0067236-01 10/1/2022 10/1/2023 LIMIT:$1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 19595132 THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS ACCORDANCE WITH THE POLICY PROVISIONS. 3339 TAMIAMI TRAIL EAST,SUITE 302 NAPLES FL 34112 AUTHORIZED REPRESENTATIV 1988. 015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD Page 2858 of 5415 DocuSign Envelope ID: 67D5BC16-FD5A-461C-BA9B-829217137EC910/25/2023Page 2859 of 5415 DocuSign Envelope ID: 67D5BC16-FD5A-461C-BA9B-829217137EC9Kenji TakeuchiSenior Vice President10/25/202310/25/2023Scott TeachPage 2860 of 5415 DocuSign Envelope ID: 67D5BC16-FD5A-461C-BA9B-829217137EC9Page 2861 of 5415 DocuSign Envelope ID: 67D5BC16-FD5A-461C-BA9B-829217137EC9Page 2862 of 5415 DocuSign Envelope ID: 67D5BC16-FD5A-461C-BA9B-829217137EC9Page 2863 of 5415 DocuSign Envelope ID: 67D5BC16-FD5A-461C-BA9B-829217137EC9Page 2864 of 5415 DocuSign Envelope ID: 67D5BC16-FD5A-461C-BA9B-829217137EC9Page 2865 of 5415 FINAL COLLIER SRATEGY ROADMAP REPORT PREPARED FOR Collier County 15 MAY 2024 ©Black & Veatch Holding Company 2024. All rights reserved. Page 2866 of 5415 Collier County | FINAL Collier Srategy Roadmap Report BLACK & VEATCH CORPORATION | Table of Contents Page 2867 of 5415 Collier County | FINAL Collier Srategy Roadmap Report BLACK & VEATCH | Table of Contents Table of Contents Executive Summary ........................................................................................................................................ 1 1.0 Introduction .................................................................................................................................... 1-1 1.1 Advanced Metering Background ......................................................................................................... 1-1 1.2 Staff Interviews............................................................................................................................................. 1-1 1.2.1 Interview Meetings ................................................................................................................. 1-1 1.3 Metering Infrastructure ........................................................................................................................... 1-3 1.3.1 Meter Inventory ....................................................................................................................... 1-3 1-4 2.0 AMI Infrastructure and Technologies ...................................................................................... 2-5 2.1 Meters and Metering Infrastructure .................................................................................................. 2-5 2.1.1 Water Meters ............................................................................................................................. 2-5 2.1.2 Meter Register ........................................................................................................................... 2-6 2.1.3 MIU Endpoints .......................................................................................................................... 2-6 2.1.4 Data Collection Unit (Collector) ....................................................................................... 2-6 2.1.5 Headend Software ................................................................................................................... 2-7 2.1.6 Vendors ......................................................................................................................................... 2-7 2.1.7 Warranties .................................................................................................................................. 2-8 2.2 AMR vs AMI Vendor Perspective ...................................................................................................... 2-10 2.3 Vendor References ................................................................................................................................... 2-11 2.4 Cybersecurity.............................................................................................................................................. 2-19 2.5 Data Reporting available in AMI only ............................................................................................ 2-19 3.0 AMI Benefits gained ................................................................................................................... 3-21 3.1 Direct Utility-side Benefits .................................................................................................................. 3-21 3.1.1 Reduction of Utility-side Leaks ..................................................................................... 3-21 3.1.2 Water system over-design ............................................................................................... 3-21 3.1.3 Improved Billing Rate Analysis ..................................................................................... 3-21 3.1.4 Reduced Customer Contact Calls .................................................................................. 3-21 3.1.5 Water Conservation ............................................................................................................ 3-21 3.2 Utility and Customer Shared Benefits............................................................................................ 3-22 3.2.1 Reduction of customer-side leaks ................................................................................ 3-22 3.2.2 Reduction of the run time of catastrophic residential leaks .......................... 3-22 3.2.3 Usage Evaluation .................................................................................................................. 3-22 3.2.4 Improved customer engagement ................................................................................. 3-22 3.3 Other and Indirect Benefits ................................................................................................................. 3-23 3.4 Other Benefits............................................................................................................................................. 3-24 3.4.1 Catastrophic and Emergency Meter Reading......................................................... 3-24 4.0 Financial Scenarios and Conclusions .................................................................................... 4-25 Page 2868 of 5415 Collier County | FINAL Collier Srategy Roadmap Report BLACK & VEATCH | Table of Contents 4.1 AMR and AMI Financial Budget Scenarios .................................................................................. 4-25 4.2 Recommendations and Conclusions ............................................................................................... 4-28 Page 2869 of 5415 BLACK & VEATCH | Executive Summary -1 Executive Summary In December 2023 Collier County entered into an agreement with Black & Veatch (B&V) to provide consulting services for evaluating feasibility of both Advanced Meter Reading (AMR) and Advanced Meter Infrastructure (AMI). This project was undertaken to educate and receive guidance and budgetary costs on the different solutions in the industry as well as understanding the success rates of similar utilities in Florida or similar climates. Significant attention was paid to success rates of neighboring utilities as well as risk factor in AMR/AMI meters due to consistent staff feedback that the current failure rates were unacceptable. Financial Scenarios Evaluated Within the Study While evaluating the AMR/AMI dynamic, is important Collier County entered into an agreement with Black & Veatch (B&V) to provide consulting services for evaluating feasibility of both Advanced Meter Reading (AMR) and Advanced Meter Infrastructure (AMI). This project was undertaken to understand and get guidance and budgetary costs on the different solutions in the industry as well as understanding the success rates of similar utilities in Florida or similar climates. Black & Veatch has provided a dynamic table of costs and variables for budget consideration. Below is a screenshot summary of three scenarios, that B&V has reviewed with city staff and adjusted to meet the goals and needs of the County staff. The results indicated that there was not a significant cost differential in AMR/AMI technology, outside of infrastructure of the actual network. There is roughly 500K additional costs for startup of a network (or embedded cellular costs) and roughly 240K annual fees above what an AMR project would provide. Interestingly, there was a negligible difference in moving to solid state vs mechanical meters. The type of meter did not impact this report, but the volume of meters could make a large financial difference. Page 2870 of 5415 BLACK & VEATCH | Introduction 1-1 1.0 Introduction 1.1 Advanced Metering Background To provide additional metering background, Collier County has had an AMR system from Mueller systems in place for several years. The staff is well trained in how to manage a system, but the failure rates far exceed expected levels, and the vendor cannot keep up with replacement units. This is putting an undue burden on staff to try and fix units, as well as get manual meter reads to bill. Collier has expressed a desire to make certain that the next technology be rock solid in its ability to function and in its contract to protect itself. No matter the next technology selected in the process, Collier will visit with references of vendor short listed as well as have a multi-phased rollout including but not limited to proof of concept, ramp-up phase, and full deployment. 1.2 Staff Interviews 1.2.1 Interview Meetings Four interview meetings with representatives from the County’s different work groups were held throughout January 2024. The purpose of the interviews was to understand the County’s infrastructure and applications, learn about the troubles with their current system, and hear directly from staff regarding their requirements for a future AMR/AMI System. Based on staff input, B&V evaluated the potential financial impact as well as technology fits, both AMR and AMI Table 1-1 below summarizes all the group interviews held for this project. There were also additional meetings that B&V participated in to gain in -depth knowledge on specific items (e.g., Customer Watch, WaterSmart and Sensus Analytics). Table 1-1 Schedule of Interview Meetings Interview Meeting Group Date Core Management Team January 9th, 2024 Operation & Maintenance January 9th, 2024 Engineering January 9th, 2024 Customer Services/Billing January 10th 2024 The follow subsections outline the internal groups which were included in each interview meeting and basic discussions. These are not exclusive commentaries, so in many cases items that are noted in one basic discussion were also discussed in another, although possibly to a lesser degree. Page 2871 of 5415 BLACK & VEATCH | Introduction 1-2 Parameters: 82,000 meters About 1,000 meters going bad per month, 12.2% failure rate per month. Current system is AMR, Mueller On January 9th 2024 at 8:00 AM a meeting was held with the Core Management Team to discuss the current system, what was liked, what was disliked, and what was needed. The team observed meters lasting only two years at the most with some meters failing within 3 months. There does not appear to be a consistent failure rate in batches or timeframes for the current meters. It was noted that Badger meters had the best drive-by signal. The team prefers one-piece meters but prefer the antennas to run through the lid of the meter box for two-piece meters. The team is concerned about manufactures and distributers who tend to change products often causing supply issues with spare parts. The team prefers having the vendor maintain the endpoint and utilizing network as a service. The data must remain as the property of the county. The team prefers to go with a proven system and does not want to utilize a proof- of-concept system. It is estimated that it will take 7 years to replace the current system. It is important that the network provider and meter manufacturer are the same company. On January 9th, 2024, at 10:00 AM a meeting was held with the Operation & Maintenance team to discuss the current system, what was liked, what was disliked, and what was needed. The team likes the AMR system and want a reliable system. Because of this the team prefers meters with less moving parts and prefer twist lock connectors. Rugged meters capable of withstanding saltwater and a hot humid climate is necessary. A 4% failure rate is considered the limit for acceptability. Product failure commonly was due to water intrusion. A common problem was the registers becoming unreadable due to water intrusion, which the team noted to be an issue with the plastic registries and less so with glass registries. The most important aspects for the meters are reliability and longevity. On January 9th, 2024, at 12:30 PM a meeting was held with the Engineering team to discuss the current system, what was liked, what was disliked, and what was needed. The team would like to have the ability to monitor pressure and water quality and use that to automatically operate the flushing stations. There is also a preference to consolidate analytics within a single program and use the system to automatically notify customers of boil water notices, excess water usage, and leakage. There is also a preference to have the ability to measure chlorine residuals, pH, temperature, and conductivity. It was observed that after hurricane Irma cell service and radio towers where down and it took about 3 to 4 days for cell service to return to most areas. Maintenance of the meters needs to stay in-house handled by the county. Page 2872 of 5415 BLACK & VEATCH | Introduction 1-3 On January 10th, 2024, at 9:00 AM a meeting was held with the Customer Services/Billing team to discuss the current system, what was liked, what was disliked, and what was needed. The team prefers to have redundancy in the system to avoid a single point of failure. It is preferred to also have non-digital meters due to moisture intrusion causing failure of electronics. It is acceptable to have reads every 24 hours, on demand reads are not necessary, hourly flow measurements are necessary. The team would prefer to have GIS integration for boil water notices to be sent out to customers. The data collected must be owned by the county, third party ownership is not permitted. Data storage location is preferred to be local within the County in a protected location. The team would prefer the vendor to maintain the collector equipment. The team is leaning towards AMI as it allows for a wider variety of features and monitoring. 1.3 Metering Infrastructure 1.3.1 Meter Inventory All metering data was taken from inHance Meter report utilizing date installed and meter sizes within that report. Page 2873 of 5415 BLACK & VEATCH | 1-4 Page 2874 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-5 2.0 AMI Infrastructure and Technologies 2.1 Meters and Metering Infrastructure Advanced Metering Infrastructure (AMI) is a system that uses smart meters connected to an endpoint which transmits data wirelessly through either a cellular network or a dedicated communications network using collectors. The network than connects to a server system which stores the data and allows integration with a wide variety of utilities to monitor, notify, and track the incoming data. Automated Meter Reading (AMR) is a system that uses smart meters to transmit data wirelessly over a short range to a mobile collector unit, usually vehicle mounted, which is driven within proximity to the meters to collect data onto a local storage device. The data is then uploaded to a server system where it can then be stored and analyzed. 2.1.1 Water Meters Water meter bodies are the measurement infrastructure used for measuring water usage and for billing customers. Meters may rely on positive displacement, velocity, ultrasonic, electromagnetic, or differential pressure measurements, but the predominant type in the industry is mechanical positive displacement. Mechanical water meters will wear over time and become increasingly inaccurate (tending to under-record), or possibly fail altogether. Regardless of whether a utility is moving forward with AMI, they will need to have a strategy for meter replacement, as Collier does. For those utilities considering AMR/AMI, the meter replacement strategy becomes an important consideration in the overall smart meter implementation strategy and timeline to optimize the field efforts required to install new equipment and replace existing equipment. It is anticipated that water meters will have a working life of approximately 20 years for the smallest 5/8-inch through 1-inch diameter meters. All the other sizes of meters will have differing working lives depending on their age and the volume of water which has flowed through the meter. This is a complex evaluation which is beyond the scope of this Study. However, a basic assumption that all meters will be changed out every 15-20 years has been used to aid with these calculations. A key decision in deciding and AMI system is what type of meter to select between solid state and mechanical/positive displacement. Some vendors have stopped selling positive displacement altogether as they have found the warranty return rate on solid state is much lower than the traditional mechanical meter. The decision between a solid state or a Mechanical meter is a very utility specific, but in general the industry is trending to more and more solid-state meter. Black & Veatch has found that in 2024 that the risk of battery failures in a solid-state meter can be mitigated successfully through a good RFP and contract specifications. Page 2875 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-6 Solid State Meter 2.1.2 Meter Register The meter registers translate mechanical or solid‐state meter signals into a volumetric reading. The register displays this information visually, stores it for collection, or transmits it to a Meter Interface Unit (MIU). The minimum resolution is as low as 0.01 gallons for meters of 5/-8 to 1- inch diameter which includes the small dials of compound meters. Encoder registers are generally required for AMI systems to convert the flow readings into an electronic format to store and transmit to the AMI system. 2.1.3 MIU Endpoints MIUs collect readings from individual meter registers and communicates them, along with timestamp information, to a collector. Some can also accept signals from an AMI network (two- way AMI). Typically, MIUs collect data at intervals between 15 minutes and 1 day usually with a default presentment of data at a 1-hour frequency. There are both licensed and un-licensed (public) radio frequencies used by the various vendors. These generally act in a similar fashion and the utility user usually cannot discern the difference. The MIUs will likely have a lifespan of between 10 and 20 years (as suggested by the current vendor warranties for fixed network MIUs, cellular MIUs may degrade faster). Therefore, the meters and MIUs have different lifespans which will need to be matched for the most optimized replacement cycles. 2.1.4 Data Collection Unit (Collector) A Data Collection Unit collects and transmits data from multiple MIUs, also referred to as “Collectors”. In fixed network systems, they are often mounted on telephone poles (e.g., Itron, Aclara) or specialized poles (Sensus) and communicate via radio. There are significant differences in the height requirements for the differing vendors, which will need to be considered. For example, the Sensus collectors generally need 60 to 80 feet poles if sited in flat areas (possibly only 20 feet if placed on existing Collier assets such as tanks on elevated topography) whereas Itron and Aclara can go as low as 25 feet in flat areas, although higher is generally better for all. The Sensus collectors constructed for Phase I are mounted on shorter poles (i.e., 35 to 55-feet tall poles). The offset to this is that more collectors are generally required for the lower pole heights. So, for example, Itron and Aclara networks built from Pro Con • No moving parts – accuracy over time and low maintenance • If air trapped in meter, can cause accuracy issues • Scalability in size • Additional Battery • Physically Lighter • No pressure Loss • Low flow capture for additional revenue Page 2876 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-7 scratch would require significantly more Collectors than for a Sensus network, but they would generally not have to be sited on poles which were as high. 2.1.5 Headend Software Every Vendor in the market today provides Software-as-a-Service or SaaS. This software is your main point of contact to own and operate your system. There are some functional differences in the different vendors, as none of the vendors are “software” based companies. During the RFP, you will evaluate the different features and the ability to extract the data in a meaningful and easy manner. It is important to note that this is not a customer interface as that is a Consumer Portal. The Consumer Portal review is not part of this scope but have been included in the overall Budget. A consumer portal is often included in an AMR or AMI RFP. 2.1.6 Vendors The main AMI vendors at the time of writing include (in alphabetical order) including their approximate market share are in Table 2-1 Table 2-1 AMR/AMI Vendor Market Share AMR/AMI VENDOR APPROX. MARKET SHARE Aclara >15% Badger >10% Itron >15% Mueller < 5% Neptune 5-10% Sensus >15% Other notable (but currently smaller volume) vendors include Diehl, Kamstrup, Zenner and Master Meter who all have a small number of medium to larger cities utilizing (or in the process of providing) their AMI systems. In the last calendar year, it should be observed that Badger and Sensus have shipped the most AMI endpoints, based on Black & Veatch studies, although this data is not readily available. Itron, Badger and Neptune have had successful AMR market shares, while AMI is led by Aclara, Badger and Sensus from a market share perspective. It should also be noted that the vendors listed above may or may not manufacturer meters or other appurtenances. (i.e. - Aclara and Itron do not make meters in North America and specific systems may not be fully cross-compatible with another manufacturer's system). Page 2877 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-8 2.1.7 Warranties Warranties for AMI infrastructure generally follows a full cost replacement period and a prorated replacement period. For example, a 15/5 warranty means that if the unit fails within the first fifteen years, then a like-for-like replacement will be provided. This would be at no cost to the client, but the warranties exclude the utility’s labor to remove, ship, and reinstall the replacement equipment which may constitute significant unplanned costs for widespread failures. A contract section could be added to cover this so that any major failures within the full warranty period would pay a “re-installation fee” to offset the new install. The last 5 years (the denominator in the 15/5) would be prorated with the twentieth year having no prorated value. Some vendors call these 20 -year warranties, but due to the nature of the proration and the expectation that costs of infrastructure will increase, the proration generally is not cost effective for the purchaser 2 -3 years after the proration begins. It should be noted that the warranty fine print should be considered with every vendor as they do have differences. The discussion above about proration is gen eral and may not be accurate for specific vendors and their actual warranties. Actual warranties for selected vendors will need to be reviewed as part of any vendor selection process. In addition, force majeure events are excluded from AMI warranties and pose another financial risk to utilities. The warranties provided by the MIU vendors are an important consideration for the cost analysis for this project. Any vendor providing a 15/5-year warranty is assumed to have a 17-year average life and any vendor with a 10/10-year prorated warranty is assumed to have a 13-year average life (the prorating does not occur as quickly, so it allows an extra year). See Table 2-1 Example 10/10 Warranty vs 15/5 Warranty Page 2878 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-9 for more description of an example proration for both warranty levels. The 40% proration level has been used as the estimated cutoff level for cost -effective warranty replacement. Table 2-1 Example 10/10 Warranty vs 15/5 Warranty Years Replacement Price (10/10) Replacement Price (15/5) AMI Technology* Cellular and Fixed Sensus Fixed Network 1-10 0% 0% 11 30% 0% 12 35% 0% 13 40% 0% 14 45% 0% 15 50% 0% 16 55% 30% Page 2879 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-10 17 60% 40% 18 65% 50% 19 70% 60% 20 75% 70% >20 100% 100% * Each technology provider may alter their warranties to suit the project, the client, and other considerations. Therefore, these warranties are for guidance only. At the time of writing at least one of the major fixed network vendors has provided a 15/5 warranty, whereas none of the cellular vendors have to date. If the cellular MIU vendors provide more longevity and a similar warranty, then these metrics could be recalculated. Based on this discussion, the fixed network MIU’s life expectancy as calculated in this Business Case is approximately 17 years, not 20 years. The cellular life expectancy is calculated as 13 years, not 20 years. It should be noted that the County could use a different vendor for the second round of installations, but this would require additional analysis and preferably a new business case prior to the second cycle of MIU replacement. 2.2 AMR vs AMI Vendor Perspective Vendors of both AMI and AMR will have different perspective on which solution is “better”. The endpoints are very similar in nature, with the difference really being the collector network in both cost and permanent nature. Migratable AMR to AMI systems have mixed results, as they are typically not designed for AMI, or they would just go straight AMI. Retrofitting it to AMI can be challenging as the products by vendors were not originally designed to handle that transition but adapted after launch of the product line. As for product development, there are not a lot of “new” AMR systems that are being launched. Today, utilities of Colliers size are releasing RFP for AMI but not AMR. In speaking with all the vendors in the last 2 months, they have not seen a large scape AMR RFP in at least 7 years. Most of the AMR systems that are installed today are focused on rural, small utilities that developing an AMI infrastructure is not feasible. These systems are almost solely sold via Distribution due to the scale of the projects. Black & Veatch, in speaking with customers of Collier County or larger, would not recommend moving to an AMR system. In most cases the AMR systems are now being designed as migratable but there are very few systems that have fully and successfully completed this transition. In many cases a new technology is needed, as referenced in the supplemental spreadsheet report of AMR/AMI Technology Matrix. Given that oftentimes the Page 2880 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-11 AMR systems utilize the exact same endpoint that an AMI system uses, there is limited risk to moving to the more data driven AMI systems. Furthermore, a convertible system, is a hybrid approach, but not one that Black & Veatch recommends. A system designed to succeed at both platforms are typically good at one or another but not both. Many of the convertible systems today were original drive by systems that added features to make them AMI. These systems would lack in overall AMI functionality. Black & Veatch would recommend an AMI system but also through the RFP and contracting phase putting in assurances for the county to get the meter reads in case of emergency or missed billing reads. Most utilities that have struggled with AMI have selected the wrong technology, did not contractually hold the vendor accountable, or in some cases both. 2.3 Vendor References Black & Veatch has reached out to the following utilities and asked them a few key questions. One thing of note was the lack of utilities who can track interval data reception. One of our key performance indicators is the interval data reception. Black & Veatch tracks that data through the RFP requirements, but also works with the vendors to make sure that the report provided is agreed upon in how its calculated, as there are no standards from vendor to vendor and it has become a sticky problem point in some accounts. PALM CITY UTILITY Total number of meters 53,000 Vendor Sensus, Moved from AMR System Installation dates 2019 - ongoing Service Area 16.4 square miles, east coast south Florida Billing read rate success 99% Satisfaction Rating 9/10 Additional Notes Palm City noted that the AMI system saved them time and functioned with similar reliability as their previous AMR system. They also noted increased capabilities such as pressure drop alerts. MOUNT PLEASANT WATERWORKS Page 2881 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-12 Total number of meters 44,850 Vendor Sensus, Moved from AMR System Installation date 2018 Service Area 52.59 square miles, east coast South Carolina Billing read rate success 99% Satisfaction Rating 9/10 SAINT JOHNS COUNTY Total number of meters 63,000 Vendor and previous system Sensus, moved from AMR System Installation date 2006 Service Area 601 square miles, east coast Florida Billing read rate success 99% Satisfaction Rating 9/10 Additional Notes Saint John’s County noted radio signal issues when meters are covered by water in low-laying areas. Page 2882 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-13 CLAY COUNTY UTILITIES Total number of meters 71,028 Vendor Sensus, Moved from AMR System Installation date 2012 Service Area 604 square miles, east coast Florida Read Rate Success 97% Satisfaction Rating 8/10 CITY OF ZEPHYRHILLS Total number of meters 15,000 Vendor Neptune, Moved from AMR & Manual Read System Installation date 2017 Service Area 9.6 square miles, west coast Florida Read Rate Success 98% - Billing Read Only Satisfaction Rating 9.5/10 CITY OF COCOA Total number of meters 90,000 Vendor Neptune, 2/3rds AMR System Installation date 2017 Service Area 268 square miles, east coast south Florida Read Rate Success 99% - Billing Read only Page 2883 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-14 Satisfaction Rating 9/10 Additional Notes The City of Cocoa noted that Neptune offered good customer service and had reliable antenna. CITY OF WINTER HAVEN Total number of meters 20,000 Vendor Neptune, Moved from AMR System Installation date 2022, ongoing Service Area 17.7 square miles, central Florida Read Rate Success 98% - Billing Read Only Satisfaction Rating 8.5/10 MARION COUNTY UTILITIES Total number of meters 50,000 Vendor Neptune, Moved from Manual Read System Installation date 2015 Service Area 1,585 square miles, central Florida Read Rate Success 92.5% Satisfaction Rating 9/10 MOUNT WASHINGTON Total number of meters 11,118 Page 2884 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-15 Vendor Master Meter, Moved from AMR System Installation date 2019 Service Area 6.1 square miles, suburban Kentucky Read Rate Success 99.2% Satisfaction Rating 9/10 Additional Notes Mount Washington noted their previous system was very time consuming and had many issues. They also noted during wetter months the read rate drops to around 98.8% and the AMI system has greatly reduced labor costs and improved customer confidence. CITY OF LITTLE ELM Total number of meters 12,885 Vendor Master Meter, Moved from AMR System Installation date 2016 Service Area 19.7 square miles, suburb of Dallas Texas Read Rate Success 98.7% Satisfaction Rating 9/10 CITY OF MCKINNEY Total number of meters 70,000 Vendor Master Meter, Moved from AMR System Installation date 2023 Service Area 62.9 square miles, suburb of Dallas Texas Page 2885 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-16 Read Rate Success 95.62% Satisfaction Rating 8.5/10 Additional Notes The City of McKinney noted that Master Meter has worked hand in hand to resolve the issues they have faced. CITY OF ROME Total number of meters 20,000 Vendor Master Meter, Moved from AMR System Installation date 2023 Service Area 31.7 square miles, northwest Georgia Read Rate Success 87% Satisfaction Rating 10/10 Additional Notes The City of Rome noted that around 80% of their meter boxes are cast iron and they are in the foothills. They also noted they knew they would likely need additional base stations and repeaters. ROWLAND WATER COUNTY Total number of meters 14,000 Vendor Master Meter, Moved from AMR & Manual Read System Installation date 2021 Service Area 17.2 square miles, suburban Los Angles California Page 2886 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-17 Read Rate Success 99.2% Satisfaction Rating 9/10 for product, 6/10 for customer service Additional Notes The County noted that there was an issue when importing some of the read data into their accounting system. The County also noted an issue with a small number of meters reading counterclockwise with no evidence of reverse flow, they also felt Master Meter’s support on the issue has been subpar and could be better. CITY OF NEWPORT NEWS Total number of meters 133,500 Vendor Mueller, Moved from Manual Read System Installation date 2020 ongoing Service Area 69 square miles, east coast Virginia Read Rate Success 97% Satisfaction Rating 8.5/10 Additional Notes The City of Newport News noted that they have setup integration between their internal billing system and Mueller’s Sentryx Platform. The City also noted that Mueller’s software development team has been slow to react to concerns and improvements. The City has been able to completely automate their non-payment cut-offs and move-in/out processes with their AMI system. MIAMI BEACH, FL Total number of meters 21,000 Vendor Badger, AMI Installation date 2018 - complete Read Rate Success 99% Satisfaction Rating 10/10 Page 2887 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-18 Additional Notes The city highly recommended this system, and it was working to their satisfaction. GALVESTON, TX Total number of meters 40,000 Vendor Badger, AMI Installation date 2022 Read Rate Success 99% Satisfaction Rating 9/10 Additional Notes The city has been happy with the AMI and meter product. SARASOTA COUNTY, FL Total number of meters 100,000 Vendor Badger AMR to AMI Installation date 2023 ongoing Read Rate Success 99% Satisfaction Rating 10/10 Additional Notes Ongoing installation but they were happy with AMR and are moving sole source with Badger to AMI BONITA SPRINGS, FL Total number of meters 32,000 Vendor Mueller, AMI Installation date 2021 ongoing Page 2888 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-19 Read Rate Success 99% Satisfaction Rating 9/10 Additional Notes The city noted that overall, they like the system. The comments were that Mueller has made a lot of changes to the back-end system since they began installing in 2021 and Mueller has been out trouble shooting problems with meters on an almost daily basis. 2.4 Cybersecurity Security of Personally Identifiable Data is an important consideration in the management and design of an AMI system. All the vendors provide Advanced Encryption Standard (AES) 128 or AES 256 for the MIU to Collector and Collector to Head End data transfer. These are standard encryption services and neither have been decoded to date without the relevant encryption key. AES 256 is more secure, but this is generally only considered a requirement for classified government information as compared with data from utility metered customers. The County is also mindful of hacking causing the network to go down or prematurely killing endpoint battery life. These items should be discussed with any vendor during the selection and contracting phases to make sure that they meet the County’s criteria. The Customer Portal and other software also needs to be evaluated for their security protocols, but these are beyond the scope of this document. The County and their chosen vendor obviously want this data to stay in its chosen location and will use the relevant standard encryption to make sure that does happen. Black & Veatch has not seen hacking in the Water AMI space, but it is something that a future RFP would ask a lot of vendors to determine the steps they take to prevent attacks in an increasingly digital world. 2.5 Data Reporting available in AMI only The data that would be provided by an AMI system can aid the County with their reporting goals to the state and other entities. Table 2-2 outlines some of the possible data benefits and reporting that could be improved with AMI. Table 2-2 Water Agency and Management Reporting to Meet Future Requirement DATA CATEGORY DESCRIPTION POTENTIAL REGULATORY DRIVERS ADDED DATA AVAILABLE FROM AMI Water Conservation - Total Supply, By Source Aggregated meter data for all supply sources and separate totals by source.  Page 2889 of 5415 BLACK & VEATCH | AMI Infrastructure and Technologies 2-20 Water Conservation - Total Demand Aggregated meter data for all service area unconstrained demands. Used for Annual Water Assessments, Annual Shortage Reports;  Water Conservation - Sector Demands Meter data for separate water use sectors for Monthly Water Conservation reports   Water Conservation - Gallons Per Capita Per Day Urban retail water supplier requirements to comply with daily per capita water use.   Water Conservation - Separate Residential Indoor, Separate Outdoor Use Urban Water Use Objectives.   Water Conservation - Aggregate CII Outdoor Use Urban Water Use Objectives: Landscape Areas with dedicated meters   Water Conservation - Efficiency Action Monitoring Track meter data for effectiveness of water efficiency measures in Agency's Water Shortage Contingency Plan   System Water Loss "Water Loss Performance Standards"   Water Management and Planning Monthly and annual meter data used for trend evaluation and other analyses for Annual Assessments.   The data in the categories noted in the table above can be obtained from standard metering systems and not only exclusively from AMI. Data from AMI systems is more frequently available and significantly more detailed which would enhance reporting, but it is not mandated. Analyses and reports can be automated, and analyses can be performed faster too. The benefits of data analytics from AMI for COLLIER would be increased visibility to usage data and more automated information for various end uses. In some cases, such as County Metered Areas, AMI data is essential to its functionality. Many of these reports are provided on a monthly through annual timestep. For AMI to provide value here, data evaluation and reporting using a shorter timestep is needed to enable greater accuracy of these results. If the reporting information ends up using only the bimonthly data, then there is no extra value from AMI. Conversely, in some cases, the time lag to get bimonthly billing data causes issues. For example, currently for the County’s drought response monitoring, water production is used as a proxy for consumption (although this is partially due to billing adjustments or delayed bills to be resolved). AMI could help to provide this data (not including the billing adjustments) at a more active timestep to enable more proactive monitoring. Page 2890 of 5415 BLACK & VEATCH | AMI Benefits gained 3-21 3.0 AMI Benefits gained 3.1 Direct Utility-side Benefits 3.1.1 Reduction of Utility-side Leaks This is a savings that is often considered by vendors and utilities. However, it does require additional infrastructure to gain full value. Review and consideration during the interview meetings suggested that the County’s use of leak detection and pressure monitoring sensors would be a nice addition but may not be directly tied to the infrastructure of the AMI Vendor. This is partly due to data bandwidth and battery issues and the greater data analysis components of the more complex systems. County Metered Areas (DMAs) could also have added value, but these would require installation of DMA source meters to use in the mass balance with the retail customer metering in those zones. This should be considered as part of the water loss control plan if AMI is rolled out within the County. 3.1.2 Water system over-design One often overlooked benefit of better analysis of demand data is the possibility of improving network efficiency through more accurate hydraulic modeling and more accurately sized reservoirs, pumping plants, pipelines, and appurtenances (often reduced sizes) to reduce the costs of installation and pumping/distribution costs. This benefit would potentially apply to a County infrastructure replacement programs such as a Pipeline Rebuild and reservoir, pumping plant, regulator, and rate control station replacements. 3.1.3 Improved Billing Rate Analysis Hourly frequency water use data coupled with extensive customer classifications enables more detailed rate studies. The business classifications which cause the gr eatest demands on the system can be more actively characterized. Even within a classification such as single-family residential, groupings can be developed so that indoor and outdoor usage groups can be specified, and rate structures developed accordingly. While this can be done using meter logging equipment too, it will be more effective when considering all customers as compared to a small segment. 3.1.4 Reduced Customer Contact Calls It is anticipated that those customers on AMI will be able to troubleshoot ma ny issues themselves through a self-service customer portal evaluating their usage and bill prior to calling the contact center. Also, the Customer Contact representatives will be able to access customer data almost instantaneously and provide faster resol ution to issues which may have resulted in a truck-roll prior to AMI. Issues which may get addressed more effectively would include high bills, turn-on and turn-off readings and general billing inquiries. 3.1.5 Water Conservation There are numerous water conservation benefits of an AMI program. Many have been already mentioned such as the pricing signals, leak notifications and customer awareness which drives conservation improvements. There are many others which can be included such as better drought management and response, regulatory compliance, the ability to provide tools like water budgets, better monitoring of customer water use/compliance with regulations, etc. This document is not designed to cover every aspect of water conservation Page 2891 of 5415 BLACK & VEATCH | AMI Benefits gained 3-22 benefits, but the most important financial considerations should be considered so that they can be assessed in the business case document. There is also a cost if the County is not able to meet its long-term water use efficiency regulations. While this cost is not yet fully understood as the regulations are being developed, it is expected to be significant due to the drought issues currently evident in the state. 3.2 Utility and Customer Shared Benefits 3.2.1 Reduction of customer-side leaks The Water Research Foundation 2016 DeOreo et al. report, “Residential End Uses of Water, Version 2”, found that leaks account for 13% of all residential indoor water consumption across the U.S. (2016). Customer‐side leaks can be detected through several methods, including analysis of water consumption data using AMI. Since 2016 it should also be observed that the % of leaks have significantly risen as infrastructure has aged across the country. This is a growing problem. 3.2.2 Reduction of the run time of catastrophic residential leaks Broken pipes are not as numerous an issue as the slower toilet or irrigation system leaks, but they can still cause significant water loss and can be caught earlier with AMI, thereby reducing damage. The customer still needs to take action (which can often take the most time), but if the notification can be coupled with plumbing assistance for the low -income customers then this may provide greater conservation benefit. It is anticipated that only a proportion of the potential savings will be realized . Black & Veatch estimates that between 20% and 50% of these leaks will be found and fixed (assuming the County’s notification and follow-up activities are active and consistent). 3.2.3 Usage Evaluation AMI has additional benefits for responding to usage on meters w here there is no customer signed on (shows use) or at a vacant property in a timelier manner. 3.2.4 Improved customer engagement There are several customer engagement and data presentment improvements that can also be considered using AMI. These include: ∎ Using the AMI program to engage customers to provide contact information, move more customers toward electronic payments, and to consider more active participation for future communications on conservation, outages, etc. and possibly adding or integrating software to enable it. ∎ Provide more accurate billing to customers ∎ Ability to monitor water usage digitally and potentially lower water bills ∎ Identify leaks and flow issues faster and more accurately ∎ Identify areas where water can be saved ∎ Remote monitoring, meaning utilities don’t have to access a customer’s property ∎ May improve customer goodwill Page 2892 of 5415 BLACK & VEATCH | AMI Benefits gained 3-23 3.3 Other and Indirect Benefits There are many benefits to the utility and especially to customers that are d ifficult to include in a financial calculation. Error! Reference source not found. outlines some of the potential additional b enefits. Table 3-3 Potential Indirect Benefits Issue How AMI Helps Customer awareness of water use • Web access of hourly data • Leak and high bill notification • Online calculators • Vacant property monitoring • Water budgets • Better understanding of indoor vs. outdoor water use • Process controls and monitoring for commercial and industrial customers More granular demand data • More accurate/timely reads • Improved data management (MDMS) Reduce Injury and claims (This would likely require annual meter installation audits) • Fewer field trips • Locking meter boxes • Customer Leak detection • Remote shutoff / reduced flow Field Instrumentation monitoring and control • Networked telemetry • Improved hydraulic modeling • Backflow alarms and notifications • Backup communications Improved data accuracy • Data mining • Increased work order response Page 2893 of 5415 BLACK & VEATCH | AMI Benefits gained 3-24 Issue How AMI Helps Water loss control • Remote leak detection • Potential to use Meter Data Management Software to address apparent losses • DMAs, Pressure management, sensors • More accurate and timely metering for better auditing Staff development • New technologies transform skill sets needed Peak Demand Management • Time of use billing • Improve conservation • Better facility sizing • Identify peak users Stricter Water Quality and Backflow Regulations • Real time modeling • In field-instrumentation • Backflow alarms Customer Satisfaction • Accurate, timely and monthly billing • Consumption website • Better water quality • Faster leak repair 3.4 Other Benefits 3.4.1 Catastrophic and Emergency Meter Reading While no one expects to have to deal with a catastrophic condition, it is worth evaluating the potential of such an incident on a large infrastructure investment such as an AMI system. In some cases, the system can assist in emergency situations. As an example, if large numbers of service lines were damaged (through a Hurricane type event) on the customer side of the meter, then an AMI system could provide near real -time data to show which sites were leaking. If the collector or cellular networks were to go down for extended periods of time, then each of the major vendors does have a method to access the readings too. This may involve a drive-by or walk-by system, but not necessarily require manual meter reading. Factors such as hurricane events, fire, freeze and similar events could be events which cause catastrophic failures in the systems which could be dealt with in similar ways to the example mentioned above. These could help manage these events more effectively with Page 2894 of 5415 BLACK & VEATCH | Financial Scenarios and Conclusions 4-25 respect to the water system. These benefits are difficult to build into any business case as they (the events) are very difficult to predict and hopefully happen very rarely. Therefore, even though these are possible benefits, no financial component has been added to the business case. Contingency plans do include a failover to drive-by systems, consistent drive- by (always on drive-by and AMI) and mobile collectors as examples of methods for collection of data during catastrophic events 4.0 Financial Scenarios and Conclusions 4.1 AMR and AMI Financial Budget Scenarios During this study, we have evaluated several scenarios around AMR and AMI. The meter boxes alone are calculated below in the installation services total just over $12,000,000 installed. This effort could go down during the pre-installation site survey of all meters but would exist no matter the system being installed. This work will determine the exact amount of field work as well as determine any cost savings from potential dual port endpoints. Black & Veatch utilized a per box price of $120 (per Collier records) and a $60 installation fee based on industry average pricing. Black & Veatch is providing a workbook file: Collier Budget Estimate.xls, that the county can use to alter scenarios and see the budget impact of different decisions during the RFP process. The chart below depicts of solid state, mechanical and AMR costs. The assumption in the chart below was full meter replacement, different scenarios are discussed below. Page 2895 of 5415 BLACK & VEATCH | Financial Scenarios and Conclusions 4-26 Scenario 1: AMR vs AMI The only difference between AMR and AMI is going to be in the Network. Located in the chart as NaaS. Since AMR modules are mostly also used in AMI, there is typically zero to no savings in modules, meters, etc. In some cases, AMR can be more expensive as the vendors are moving away from selling AMR. The total savings moving to an AMR system would be estimated at $478,078 in one-time costs and $237,638 in annual fees. Vendors utilizing cellular won’t necessarily have the same fees, but you will see the costs of these impacted in the endpoint costs or other areas of the project. Note that these are the hard costs and do not consider the labor savings of having to manually read an AMR system. The burdened labor would offset a large portion of annual fees. Scenario 2: How many meters to fully replace? Page 2896 of 5415 BLACK & VEATCH | Financial Scenarios and Conclusions 4-27 Looking at the AMI systems and how to replace, we evaluated scenarios that included full meter replacement, 2 year and older, 3 year and older, 5 year and older, and 10 year an older for reference. What Black & Veatch estimates is that every additional year selected to replace (between full and 5-year replacement costs roughly $300,000 in upfront labor and 2,000,000 in meter purchases. Graphs below are for year 2 and 3 in this scenario. Page 2897 of 5415 BLACK & VEATCH | Financial Scenarios and Conclusions 4-28 As for the right number to replace it becomes a risk/reward scenario. Replacing 100 percent meters is ideal from a maintenance and accountability perspective. This puts all the meters and endpoints on the same replacement schedule and allows for the vendor to have full accountability and avoid disagreements. An optional Maintenance package in additional to the AMI work, it would give the county 100 percent coverage of both units for the full warranty periods. This is the least risky, but most expensive option. With few commercial accounts, replacing all the 2” and larger would seem to be a smart investment of available funds. Keeping some of the meters introduces some accountability risks. The contract will n eed to be very clear in how it approaches the troubleshooting of these units. This is not something that is common in AMI contracts, but Black & Veatch believes it protects both the utility and the customer at the same time. 4.2 Recommendations and Conclusions Taking into consideration all the specific needs and requirements that we have discussed as well as vendor data collected through this process, Black & Veatch has created some recommendations. There are a few key categories that Black & Veatch would evaluate to get the system that 1. Provides a history of delivering reads. 2. Has the least issues with product, 3. Has excellent customer records of similar product both in reads and satisfaction. Page 2898 of 5415 BLACK & VEATCH | Financial Scenarios and Conclusions 4-29 When evaluating criteria there are key components that make a system successful. Black & Veatch believes it is less around the actual technology and more around other key categories . Earlier in the document we have indicated that we recommend AMI over AMR . To recap this is based on value add and performance data a vailable. There is also more risk with AMR as vendors are devaluing that product line. The vendor data that Black & Veatch viewed as critical for Collier would be: 1. A proven history of AMI (Not AMR) data in a similar climate as southeast Florida coastline. 2. Vendor AMI history – What is their active AMI platform, how many platforms have they used and why? There is significant risk in selecting a vendor with multiple AMI technologies in the past few years. One exception would be a vendor who had a cellular network to fill in any gaps a fixed network may have and is considered a benefit. 3. The year in which the AMI solution was deployed on current technology. Selecting a vendor that has provided a solution for more than 5 years to similar size utilities is a key component to success. The following 3 tiers were created based on the research into the above vendor data and the data in the AMI Matrix. Tier 1 included two vendors: Badger and Sensus. Both vendors excelled in all the studied categories. The RFP process will differentiate the vendors on several categories that will enable Collier to select the best solution. These include but are not limited to the ease of installation and maintenance, warranty terms, Key Performance Indicators, and liquidated damage language. Much of this language will be specific to your bid and how we articulate the RFP. Tier 2 included 3 vendors: Mueller, Neptune, and Master Meter. These vendors are missing some of the data or did not have enough of a history to include in the first group. The vendors, while different, are missing or slightly lacking some of the key components above but have good overall solutions that should be considered as part of the RFP. The level of risk is slightly elevated over the Tier 1. Page 2899 of 5415 BLACK & VEATCH | Financial Scenarios and Conclusions 4-30 Tier 3 included the following vendors: Aclara, Itron, Metron-Farnier, Diehl, Zenner, and Kamstrup. There are a few other new vendors in the industry that were not evaluated due to the requirements discussed. Aclara and Itron failed to respon d to the regional system performance data and eliminated from the top tiers for this reason, despite our attempts to gather data. Metron-Farnier, Diehl, Zenner and Kamstrup did not meet the same criteria level in multiple categories. It would be important to note that some of the Tier 3 vendors do provide very capable solid-state meters that may be incorporated into other bids. These rankings are not a study of the meter but of the technology of the AMI system. Page 2900 of 5415 State of the Industry -Water AMR/AMI Collier County 1-8-24 Page 2901 of 5415 Agenda •State of the AMI Industry •AMR/AMI Technology Overview •System Deployment •Beyond AMI •Benefits? 2Page 2902 of 5415 5 State of the Water AMR/AMI Industry Page 2903 of 5415 Confidential Utility logo What’s a Smart Water City? 6 A Smart City uses Information and Communications Technology (ICT) to manage its critical functions –infrastructure and social systems --in smarter and more integrated ways. Benefits •More Efficient •Increased Resiliency •Higher Sustainability •Increased Economic Growth •Better Citizen Quality of Life Smart City is not one size fits all; each city has different needs, priorities and flavors of Smart. Page 2904 of 5415 Confidential Utility logo What is Advanced Metering Infrastructure (AMR vs. AMI)? •Automatic Meter Reading (AMR) –moveable collection devices to retrieve reads through drive by •Advanced Metering Infrastructure (AMI) –fixed collection devices or devices that communicate without labor 7 Repeater Collector → Page 2905 of 5415 Confidential Utility logo AMR/AMI Technology Evolution for Water Utilities 8 Manual Meter Reading Monthly consumption reading AMR Drive-By •One-way wireless •Monthly Register •Two-way communications •Resiliency & Cyber security •Private backhaul •Better use of MDMS •Consumption intervals •Meter alarms / alerts •Remote Disconnect / Reconnect •AMI data for diagnostics •AMI data for meter sizing •Monitoring Sensors Cloud Based Hosted / Managed Services •Software as a Service (SaaS) •Network as a Service (NaaS) •Smart Metering as a Service (SMaaS) •Data Analysis Conservation •Customer Engagement Through Portals •Non-revenue Water 2nd Gen. AMI •Two-way communications •Mostly meter to cash •Consumption intervals •Meter alarms / alerts •Beginning to leverage AMI data 1st Gen. AMI -Fixed Wireless AMR One- Way 1970’s 1990’s 2000’s 20202010 3rd Gen. AMI Page 2906 of 5415 Confidential Utility logo AMR/AMI Lifecycle Overview 9 •Strategy Roadmap •Technology Roadmap •Program Vision and Charter •Key business opportunities and requirements •Business Case Evaluation and Cash Flow Model •DRAFT business release plan and project plan •Key functional and technical requirements •Evaluation of potential business models •Key IT architecture design and development roadmap •Procurement Structure and Process •Vendor Qualification Criteria and System Requirements •RFP documents •Vendor Proposal Evaluation •SOW and Performance/Service Level Support for each selected Vendor •PMO & Deployment Management •Systems Integration Management •Field Network Design & Implementation •Business Process Design •Change Management Plan •AMI and Network Data Analytics •Obsolescence Evaluation •Additional Value Extension Assessment •Asset assessment -Replace vs. extend •Renewal Vision, Goals, and Strategy •Organizational Readiness Assessment •AMI operational process development •Change implementation •Use case implementation •Operational analytics implementation •Operational efficiency optimization •Measurement & Validation of business case •System optimization and additional value extraction •Implement “Day 2” use cases Page 2907 of 5415 Confidential Utility logo Cumulative AMI Meters Installed in the U.S. and Total Market Penetration 10 •Fully remote metering solutions (AMI, static meters) have overtaken yearly AMR endpoint sales in US, though existing customer demand for replacement devices will continue to support AMR sales Page 2908 of 5415 Confidential Utility logo AMI/AMR Trends 11 Source: https://media.berginsight.com/2021/02/07171940/bi-smartwater1-ps.pdf Page 2909 of 5415 12 AMR/AMI Technology Overview Page 2910 of 5415 Confidential Utility logo Fixed Network Coverage 13 Illustrative Example of Height Above Average Terrain and Associated Coverage Gains 150 ft 75 ft 50 ft 25 ft 0 ft Repeater 125 ft 100 ft Collector → For AMI coverage, Height of the Antennas is helpful. 4 feet versus 15-25 feet versus 150 feet can make a big difference! Page 2911 of 5415 Confidential Utility logo Fixed Network Communications 14Page 2912 of 5415 Confidential Utility logo Water AMI Endpoints 18 Water AMI Modules •Battery operated devices (typically engineered for 20 year life) •Lithium battery technology Core Functionality •2-way communications •Interval data logging (typically 1 hour) •Alarming for reverse flow, tamper, low battery, continuous consumption •Remote Disconnect Warranty •Most are full 10 year with 10 years pro-rated •Starting to see 15 year full with 5 years pro-rated. Page 2913 of 5415 Confidential Utility logo AMI Vendor Communications Platforms 19 Vendor Architecture Wireless Protocols Used 1 Aclara PMP Licensed 450 MHz Proprietary Aclara 2 Badger Beacon Cellular (at the register/encoder)Cellular –AT&T LTE but over Proprietary Badger software 3 DIEHL 450 MHz Licensed and 900 MHz Unlicensed Proprietary DIEHL 4 ITRON RIVA Unlicensed Mesh -Fixed network Wi-SUN 5 ITRON/SilverSpring Networks Unlicensed Mesh Wi-SUN Master Meter Licensed 450 MHz Proprietary Master Meter 9 Mueller MegaNet Fixed Network Licensed 150 or 450 MHz PMP Proprietary Mueller 10 Mueller Mi.Net 900 ISM Unlicensed 900 MHz Fixed Network PMP Proprietary Mueller 11 Mueller Mi.Net 900 LoRa Fixed Network Open LoRa protocol with compatible LoRa end-points 12 Neptune 450 MHz Licensed PMP and 900 MHZ Unlicensed PMP Proprietary Neptune 13 Neptune Cellular LTE-M (at the register/encoder Proprietary Neptune 14 Neptune LoRaWAN Fixed Network Open LoRaWAN protocol with compatible LoRaWAN end- points 15 Sensus Fixed Network Licensed 900 MHz PMP Proprietary Sensus 16 Smart Earth Technologies (SET)Cellular Cellular 16 Zenner LoRaWAN Fixed Network LoRaWAN Page 2914 of 5415 Confidential Utility logo Water AMR/AMI System Integration 20Utility IntegrationData Collection Head-End AMI ENDPOINT AMI COMMUNICATIONS NETWORK CIS WOMS EAM Customer PortalField Equipment Other downstream systems Back Office Systems Potential Vendor Owned Network NaaS / Hosted SaaS Customer Portal Page 2915 of 5415 Confidential Utility logo The head end is provided by the AMR/AMI vendor as a user interface for the system •Schedule and coordinate collection of AMI data •View meter readings and run reports •Provides billing reads to the billing system •Manage AMI Communications Network •Manage meter exchanges •Some data from external systems •Can be internal or hosted 21 What is a Headend Systems? Technology providers are increasingly offering Network as a Service (NaaS) and Software as a Service (SaaS) solutions to capitalize on their expertise, reducing overhead demand on utilities. Page 2916 of 5415 Confidential Utility logo Enhanced Customer Information Services 22 Customer Web Portals and Mobile Apps allow customers to view detailed water use data •Water use data by day and by hour over a 24 hour period •Could be as granular as 15 or 5 minute interval recording for large commercial customers •Real-time last month versus this month comparison •Prepay services •Pop-ups for add-on products and services •Conservation through awareness Page 2917 of 5415 Confidential Utility logo Enhanced Customer Information Services Continued 23 CSR Portals allow Utility Service Reps to assist customers •Helping customers understand high bill concerns by reviewing hourly use data •Specific suggestions on how to conserve water •Assistance comes in the form of online chat and/or bots •On demand reads for move ins/out •Consumption monitoring for virtual shut offs •Remote disconnect meters for move ins/outs and delinquencies Page 2918 of 5415 24 Water System Deployment Page 2919 of 5415 Confidential Utility logo What an AMI Project Looks Like 25 Business Case Funding RFP Network Headend Meter/Endpoint Installation Enhanced Operations Page 2920 of 5415 Confidential Utility logo Funding •Grants •Rate Increases •Reserve Capital •Revenue Bonds •User Fees •U.S. utilities can tap federal infrastructure funds (IIJA, SRF, WIFIA) to finance meter rollouts but face strict domestic sourcing policies 27Page 2921 of 5415 Confidential Utility logo Request for Proposal (RFP) •Risk avoidance: Clearly defined requirements •Allow a structure where the vendor’s claims and sales pitch become contractual commitments. •Improve price via a competitive bidding process; likewise; improve terms and conditions via the competitive bidding process. •Process of controlling the deployment schedule and to have penalties if commitments are met. •Satisfy the Utility's procurement and funding requirements. •Establish a process to bring your team together. 28Page 2922 of 5415 Confidential Utility logo Network •Assets –where can collectors and repeaters be installed? •Height constraints •Power requirements •Backhaul –how does the data get to the headend? •Maintenance considerations •Network as a Service (NaaS) •LoRaWAN 29 Repeater Collector → Page 2923 of 5415 Confidential Utility logo Headend •Data exchange files –automatic vs manual •Ease of use •Hosted vs in house servers (SaaS) •Process changes •Training 30Page 2924 of 5415 Confidential Utility logo Meters •Meter replacement vs retrofitting •Encoders vs solid state •Mechanical vs ultra sonic •Meter locations –basement, meter box, above ground •Where to install disconnect meters 31Page 2925 of 5415 Confidential Utility logo Meters 32Page 2926 of 5415 Confidential Utility logo Endpoints •Connections –splice vs potted vs connector •Actual Battery Life –replaceable vs non-replaceable •Reception –endpoint location •Lids –AMR/AMI ready vs drilling holes. Metal vs composite •Areas prone to flooding 33Page 2927 of 5415 Confidential Utility logo Installation •Meter locations –basement, meter box, above ground •Additional requirements •O-rings •Setters •Piping conditions •Broken pipe process •Meter exchange process changes 34Page 2928 of 5415 Confidential Utility logo Installation Migration and Process Enhancements •Migration paths: manual vs non-migratable AMR vs migratable AMR •Meter exchanges process: internal meter exchanges during and after deployment •Disconnect for non-pay: is a disconnect meter installed? •Move in/out process: introduce virtual disconnect •Billing process: data exchange and error checking •Alert investigation process •Customer Portal processes 35Page 2929 of 5415 36 Beyond AMI Page 2930 of 5415 Confidential Utility logo Smart Water Meter Solution Smart Water Meter Reading Big Data Analysis / Cloud Computing Pipeline Monitoring Water Quality Testing Pump Station Monitoring District Metering Area (DMA) IoT Technology Smart Water City 37 •Mass analysis •Assist decision-making •Guide user behavior •Leakage location •Non-revenue water (NRW) reduction •Real-time water quality data •Ensure secure water •Intelligent scheduling •Real-time device operation monitoring •Timely control of water distribution system •Maximized profitability •Billing •Customer Portal Page 2931 of 5415 Confidential Utility logo What is a Meter Data Management System (MDMS)? The role of a Meter Data Management System (MDMS) is still being defined within the water industry. MDMS for water is being offered to: •Validate, estimate, and edit data (VEE) prior to it becoming data of record •Serve as a central hub for multiple systems data. 38Page 2932 of 5415 Confidential Utility logo Data Analytics •Theft, tamper •Preventive maintenance –residential leaks •Alerts via web portals and smart devices •Investigation data for leaks and backflow problems •Support for cost of service studies •Long range planning with accurate demand data •More accurate data for loss studies •Right-Sizing meters •Synchronization between master and sub meters •Alerts •Analytics with other sensors beyond AMI 39 AMI Data Can Be Leveraged With Advanced Analytics Software Page 2933 of 5415 Confidential Utility logo Non-Revenue Water •Pressure sensors •Leak detection systems •Pipeline condition products 40Page 2934 of 5415 Confidential Utility logo Water Quality Source Water •Turbidity •DO •pH •Temperature •BG Algae Distribution System •Chlorine •Conductivity •pH •Temperature 41Page 2935 of 5415 42 Benefits? Page 2936 of 5415 Confidential Utility logo Meter Operations •Eliminate manual reads •Two-way meter communication •Track real time consumption (hourly to yearly) •Remotely detect continuous usage and consumption anomalies •Identify vacancies •Identify tampering •Detect non-communication or meter errors •Automate backflow 43Page 2937 of 5415 Confidential Utility logo Customer Service •Resolve customer inquiries with real-time data •Improve billing •Give customers agency to access their data online •Flag potential high consumption before customer receives bill •Enhanced fine collection from illegal connections •Stabilized rate and revenue 44Page 2938 of 5415 Confidential Utility logo Employees •Improve employee safety •Decrease health risk exposures and injuries •Decrease vehicle accidents •Improve job ownership and career prospects by training meter readers for other positions •Shorten routes •Shorten meter repair response time 45Page 2939 of 5415 Confidential Utility logo Water System and Planning •Communicate better and more accurately •Analyze data more easily •Increase revenue •Increase efficiency •Decrease non-revenue water (NRW) •Pressure management •Detect leaks 46Page 2940 of 5415 Confidential Utility logo Environmental and Water Resource Sustainability •Decrease fuel consumption •Reduce emissions from vehicle routes •Decrease per capita consumption of water •Decrease overall water demand through efficient use and leak detection 47Page 2941 of 5415 Consultant M: Page 2942 of 5415