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Journey to Fixed-Base Water and Electric Metering
Art Bahr – Utility Manager and Administrator
Eric VanLaanen & Kelly L. Olson, P.E.
Gresham Municipal Utilities
Gresham Municipal Utilities
What are they?
• Positive Displacement Meters (Circa 1950)
• Mechanical Electric Meters (Circa 1950-1980)
• Service Connections
• Cash Registers! We were due for a
Replacement
Gresham Municipal Utilities
Evolution of Meter Reading at
GMU
• Customer Phoned In or Dropped Readings Off
• Meter Tickets Hung on Doors
• Meter Reader Read the Meter in the
Basement each quarter
• Meter Reader Read an Outside Reader
Monthly
• Meter Reader used a Touch Pad to Read each
Month
• Automated Meter Reading Maintains the
Reading for Whenever Needed
Gresham Municipal Utilities
Long Journeys Require Careful Planning
The GMU AMR Timeline
 2006 – The Idea Starts - $$$
 2008 – Idea is Revisited -Research and Education Begin
 2009 – Village Board and Committees are Educated on
the Idea and its Benefits
 2010 – GMU Began Visiting Other Utilities to See AMR
Uses and Technologies
 2011 – Visioning Starts
 2012 – GMU Requests On-Site Demonstrations by Vendors
 2013 – AMR Request for Proposal is Developed
 2014 – Installation Begins
 2015 – AMR System is Commissioned
Gresham Municipal Utilities
The Path We Chose
Research Educate Justify Sampling Visioning
Request
for
Proposal
Scoring
of
Proposals
PSC
Approval
Purchase Install
Gresham Municipal Utilities
Our most important considerations.
Our vendors most important considerations.
Our RFP Required Input from ALL!
 Visioning –
 Included the whole team
 Meter Technicians – both water and electric
 Management
 Accounting
 Billing
 Village Board and Committees
 Supplier / Vendor
 IT Personnel
Gresham Municipal Utilities
Decisions We Had to Make
 Meter Types – Water and Electric
 Location of Manufacturer
 Metering Communication Technologies
 Rate Case Decisions
 Availability of Outside Support Staff and Local Supplier
 Our Experiences With Each Vendor
 References of Each Vendor
 Technical Training Required to Operate and Install the System
 Our Staff’s Comfort Level with the Technology
 Project Management Responsibilities
 Technologies Used to Maintain the Data
 Software Compatibilities
 Support and Maintenance Costs
 Did We Want to Be Industry Mavericks or Use Proven Technologies
Gresham Municipal Utilities
The One Document
That Tied It All Together
“Gresham Municipal Utilities Request for Proposal to Purchase and Install
Automated Meter Systems for Its Water, Sewer, and Electric Utilities”
The one document that summarized our decisions.
The What, Who, Where, and When.
The Specifications
The Legal Guide Used to Generate Our Suppliers Contract.
Gresham Municipal Utilities
The RFP Basics
 Who – Provides, Installs, Tests, Trains, Supports, Manages the Project, Data
Management, Coordinates Third Party Software (Billing).
 What – Equipment Type, Quantities, Computing Environment, Options - GIS,
Outage Management, Alarm and Alert Notification, Customer Portals, and
Data Logging.
 Where – On-Site Training, Local Service Territory.
 When – Equipment Arrivals, Length of Installation, Commissioning, Substantial
Completion, Training.
 Transparency - Develop a fair method of scoring your received proposals, and
communicate your means as to the process you will use.
 Set firm deadlines for: Questioning, Receiving, Scoring, and Responding.
 The received proposals should give you a complete cost to attain the Vision
your team agreed on. (10-year payback)
Gresham Municipal Utilities
Writing The RFP
 We did not use a lawyer or an engineer.
 There are plenty of templates available on line. Surfing pays off!
 Make sure you have permission to use them. The site will say if it’s okay.
 Customize for your needs
 Don’t Plagiarize!
The RFP is meant to give each proposer an equal
opportunity to give you what you want, based on your
vision and your goals.
Gresham Municipal Utilities
Writing The RFP
Gresham Municipal Utilities
 Create a way for each Vendor to
guarantee compliance or justify
“why not”.
 We used a Compliance Table, in
which every paragraph needed to
be verified.
GMU’s Vision
 Fixed Base System
 RF Based Technologies with FCC Licensed Frequency
 Support from Staff Based within the Wisconsin/Mid-Western U.S.
 Magnetic Technology Residential Water Metering
 Internet Based Web Services Hosted by the Vendor
 Reading Data is Secured and Maintained Off Site
 All Forms of Metering Available Thru AMR Provider
 Capable of Meeting PSC Rate Case
 Compatibility with our present billing/accounting software
 Friendly / Easy to Use Software Interfaces
 Technologies That Matched Our Staff Comfort Levels
 Free up and Specialist’s Time for More Important Duties = GREATER EFFICIENCY!
 Metering Alarms and Notifications
 GIS Mapping
 Rate Payer Benefits – Conservation and Rate Plan Options
 Record and Maintain Data to Aid in Investigations
Gresham Municipal Utilities
Gresham Municipal Utilities Propagation Study
Gresham Municipal Utilities
Gresham Municipal Utilities - Installation
Gresham Municipal Utilities
 We did the installation in-house. (We did look at the cost of contracting it out.)
 HD Supply trained our staff on what needed to be programmed, and rented additional units to
push the installations along.
 Started with water.
 2 people dedicated full-time to the installs.
 Created customer awareness. Sent letters with the bills.
 Able to coordinate almost all in normal work hours.
 Total Duration about 4 months.
 Started electric.
 Conducted small test-batch first.
 3 lineman dedicated full-time for installs.
 Prior notification for power outage was important! If situations required, we bypassed service.
 Total Duration about 3 months.
Gresham Municipal Utilities
Training
Gresham Municipal Utilities
 Sensus conducted 3-days of detailed training at GMU.
 Training was tailored to positions / meter readers / lineman / billing / customer clerk
and administration.
 Sensus also provides on-line training.
Gresham Municipal Utilities
Software Integration
Gresham Municipal Utilities
 Involved Parties: GMU, Billing System Provider, IT Services, Meter Vendor.
 Most of the integration was accomplished on-line.
 Integration was tailored to billing clerk and administration.
Gresham Municipal Utilities
Testing of System
Gresham Municipal Utilities
 Involved Parties: Billing System, IT Services, and Meter Vendor.
 Most was conducted on-line, real-time.
 Field verification of readings.
 Because of clarified RFP requirements, we had minimal “tweaking”.
Gresham Municipal Utilities
Sensus Logic Website
Gresham Municipal Utilities
GMU – Sensus Device Manager
Gresham Municipal Utilities
Lessons Learned (From Utility)
 Internal communication within office for integration.
 Importance of integration of customer numbers. We needed to tie the address to the
meter ID#.
 Took time for our staff to get acquainted to the system.
 Patience and slower pace at times were benefits.
Gresham Municipal Utilities
Lessons Learned (From Vendor)
 Regular interval for project management calls. Switched from monthly to bi-weekly.
 Maintaining good communication with Manufacturer.
 Assigning accountability for follow-up and answers.
 Anticipating lead times, specific to the First Article of electric meters.
Gresham Municipal Utilities
Additional Benefits That We Gained
 Cross-Connection Service Inspections = Efficiency of man-hours
 Identifying voltage loss at ends of lines = Speeding up the troubleshooting process
 Discontinued Use of Sprinkling Meters = Eased billing complications
 Replaced Inaccurate and Aged Meters = Increase revenue for water and electric
 PSC Investigations More Efficient = Time to investigate now is less
 Offer New Rate Options = Greater customer service
 Reduction of Workplace Injury = Safer for staff and Workers Compensation Issues
 Identification of Customer Leaks = Conservation of resources
 Accountability for Customers = Real conversations based on real data
 Reduction of lost service revenues = Water and Electric
Gresham Municipal Utilities
Super Fun Extra Benefits That We Gained
 Incorrect plumbing - bypassing water meters.
 Customers turning water back on after being
disconnected for non-payment.
 Meters hadn’t recorded usage in years.
 7 leaking laterals in one mobile home park! (15,000 gpd!)
 1 home with leaking lateral (10,000 gpd!)
 Hot Socket Alarms = Saved 2 houses from burning!
 Kids at school turned on all showers after a basketball
game, and left.
 “OFF” switch at large power customer – bypassing
electric meter!
Gresham Municipal Utilities
Our AMI Team
Gresham Municipal Utilities
QUESTIONS???
Gresham Municipal Utilities
abahr@villageofgresham.us
Kelly.Olson@hdsupply.com

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WRWA Presentation

  • 1. Journey to Fixed-Base Water and Electric Metering Art Bahr – Utility Manager and Administrator Eric VanLaanen & Kelly L. Olson, P.E. Gresham Municipal Utilities
  • 3. What are they? • Positive Displacement Meters (Circa 1950) • Mechanical Electric Meters (Circa 1950-1980) • Service Connections • Cash Registers! We were due for a Replacement Gresham Municipal Utilities
  • 4. Evolution of Meter Reading at GMU • Customer Phoned In or Dropped Readings Off • Meter Tickets Hung on Doors • Meter Reader Read the Meter in the Basement each quarter • Meter Reader Read an Outside Reader Monthly • Meter Reader used a Touch Pad to Read each Month • Automated Meter Reading Maintains the Reading for Whenever Needed Gresham Municipal Utilities
  • 5. Long Journeys Require Careful Planning The GMU AMR Timeline  2006 – The Idea Starts - $$$  2008 – Idea is Revisited -Research and Education Begin  2009 – Village Board and Committees are Educated on the Idea and its Benefits  2010 – GMU Began Visiting Other Utilities to See AMR Uses and Technologies  2011 – Visioning Starts  2012 – GMU Requests On-Site Demonstrations by Vendors  2013 – AMR Request for Proposal is Developed  2014 – Installation Begins  2015 – AMR System is Commissioned Gresham Municipal Utilities
  • 6. The Path We Chose Research Educate Justify Sampling Visioning Request for Proposal Scoring of Proposals PSC Approval Purchase Install Gresham Municipal Utilities Our most important considerations. Our vendors most important considerations.
  • 7. Our RFP Required Input from ALL!  Visioning –  Included the whole team  Meter Technicians – both water and electric  Management  Accounting  Billing  Village Board and Committees  Supplier / Vendor  IT Personnel Gresham Municipal Utilities
  • 8. Decisions We Had to Make  Meter Types – Water and Electric  Location of Manufacturer  Metering Communication Technologies  Rate Case Decisions  Availability of Outside Support Staff and Local Supplier  Our Experiences With Each Vendor  References of Each Vendor  Technical Training Required to Operate and Install the System  Our Staff’s Comfort Level with the Technology  Project Management Responsibilities  Technologies Used to Maintain the Data  Software Compatibilities  Support and Maintenance Costs  Did We Want to Be Industry Mavericks or Use Proven Technologies Gresham Municipal Utilities
  • 9. The One Document That Tied It All Together “Gresham Municipal Utilities Request for Proposal to Purchase and Install Automated Meter Systems for Its Water, Sewer, and Electric Utilities” The one document that summarized our decisions. The What, Who, Where, and When. The Specifications The Legal Guide Used to Generate Our Suppliers Contract. Gresham Municipal Utilities
  • 10. The RFP Basics  Who – Provides, Installs, Tests, Trains, Supports, Manages the Project, Data Management, Coordinates Third Party Software (Billing).  What – Equipment Type, Quantities, Computing Environment, Options - GIS, Outage Management, Alarm and Alert Notification, Customer Portals, and Data Logging.  Where – On-Site Training, Local Service Territory.  When – Equipment Arrivals, Length of Installation, Commissioning, Substantial Completion, Training.  Transparency - Develop a fair method of scoring your received proposals, and communicate your means as to the process you will use.  Set firm deadlines for: Questioning, Receiving, Scoring, and Responding.  The received proposals should give you a complete cost to attain the Vision your team agreed on. (10-year payback) Gresham Municipal Utilities
  • 11. Writing The RFP  We did not use a lawyer or an engineer.  There are plenty of templates available on line. Surfing pays off!  Make sure you have permission to use them. The site will say if it’s okay.  Customize for your needs  Don’t Plagiarize! The RFP is meant to give each proposer an equal opportunity to give you what you want, based on your vision and your goals. Gresham Municipal Utilities
  • 12. Writing The RFP Gresham Municipal Utilities  Create a way for each Vendor to guarantee compliance or justify “why not”.  We used a Compliance Table, in which every paragraph needed to be verified.
  • 13. GMU’s Vision  Fixed Base System  RF Based Technologies with FCC Licensed Frequency  Support from Staff Based within the Wisconsin/Mid-Western U.S.  Magnetic Technology Residential Water Metering  Internet Based Web Services Hosted by the Vendor  Reading Data is Secured and Maintained Off Site  All Forms of Metering Available Thru AMR Provider  Capable of Meeting PSC Rate Case  Compatibility with our present billing/accounting software  Friendly / Easy to Use Software Interfaces  Technologies That Matched Our Staff Comfort Levels  Free up and Specialist’s Time for More Important Duties = GREATER EFFICIENCY!  Metering Alarms and Notifications  GIS Mapping  Rate Payer Benefits – Conservation and Rate Plan Options  Record and Maintain Data to Aid in Investigations Gresham Municipal Utilities
  • 14. Gresham Municipal Utilities Propagation Study Gresham Municipal Utilities
  • 15. Gresham Municipal Utilities - Installation Gresham Municipal Utilities  We did the installation in-house. (We did look at the cost of contracting it out.)  HD Supply trained our staff on what needed to be programmed, and rented additional units to push the installations along.  Started with water.  2 people dedicated full-time to the installs.  Created customer awareness. Sent letters with the bills.  Able to coordinate almost all in normal work hours.  Total Duration about 4 months.  Started electric.  Conducted small test-batch first.  3 lineman dedicated full-time for installs.  Prior notification for power outage was important! If situations required, we bypassed service.  Total Duration about 3 months.
  • 16. Gresham Municipal Utilities Training Gresham Municipal Utilities  Sensus conducted 3-days of detailed training at GMU.  Training was tailored to positions / meter readers / lineman / billing / customer clerk and administration.  Sensus also provides on-line training.
  • 17. Gresham Municipal Utilities Software Integration Gresham Municipal Utilities  Involved Parties: GMU, Billing System Provider, IT Services, Meter Vendor.  Most of the integration was accomplished on-line.  Integration was tailored to billing clerk and administration.
  • 18. Gresham Municipal Utilities Testing of System Gresham Municipal Utilities  Involved Parties: Billing System, IT Services, and Meter Vendor.  Most was conducted on-line, real-time.  Field verification of readings.  Because of clarified RFP requirements, we had minimal “tweaking”.
  • 19. Gresham Municipal Utilities Sensus Logic Website Gresham Municipal Utilities
  • 20. GMU – Sensus Device Manager Gresham Municipal Utilities
  • 21. Lessons Learned (From Utility)  Internal communication within office for integration.  Importance of integration of customer numbers. We needed to tie the address to the meter ID#.  Took time for our staff to get acquainted to the system.  Patience and slower pace at times were benefits. Gresham Municipal Utilities
  • 22. Lessons Learned (From Vendor)  Regular interval for project management calls. Switched from monthly to bi-weekly.  Maintaining good communication with Manufacturer.  Assigning accountability for follow-up and answers.  Anticipating lead times, specific to the First Article of electric meters. Gresham Municipal Utilities
  • 23. Additional Benefits That We Gained  Cross-Connection Service Inspections = Efficiency of man-hours  Identifying voltage loss at ends of lines = Speeding up the troubleshooting process  Discontinued Use of Sprinkling Meters = Eased billing complications  Replaced Inaccurate and Aged Meters = Increase revenue for water and electric  PSC Investigations More Efficient = Time to investigate now is less  Offer New Rate Options = Greater customer service  Reduction of Workplace Injury = Safer for staff and Workers Compensation Issues  Identification of Customer Leaks = Conservation of resources  Accountability for Customers = Real conversations based on real data  Reduction of lost service revenues = Water and Electric Gresham Municipal Utilities
  • 24. Super Fun Extra Benefits That We Gained  Incorrect plumbing - bypassing water meters.  Customers turning water back on after being disconnected for non-payment.  Meters hadn’t recorded usage in years.  7 leaking laterals in one mobile home park! (15,000 gpd!)  1 home with leaking lateral (10,000 gpd!)  Hot Socket Alarms = Saved 2 houses from burning!  Kids at school turned on all showers after a basketball game, and left.  “OFF” switch at large power customer – bypassing electric meter! Gresham Municipal Utilities
  • 25. Our AMI Team Gresham Municipal Utilities