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HomeMy WebLinkAboutHDR - Bozeman SCADA Master PlanningJuly 152021 Statement of Qualifications SCADA Master Plan City of Bozeman hdrinc.com 700 SW Higgins, Suite 200, Missoula MT 59803 T 406.532.2200 July 15, 2021 Zeb Breuckman, PE, SCADA Manager City of Bozeman P.O. Box 1230 Bozeman, MT 59771-1230 RE: SCADA Master Plan Dear Mr. Breuckman, A city’s SCADA system does more than just start and stop equipment; it can also be used to optimize a process, saving energy, improving treatment performance, etc. As a result, it is crucial that the team involved in planning these systems for the City of Bozeman not only have a vast amount of experience with this type of work, but also have an exceptional overall working knowledge of the City’s Water Reclamation Facility and Water Treatment Plant, along with a sound understanding of the operations required to support both. As will be demonstrated in our proposal, our team provides a process-centric view to the City’s SCADA program. In other words, HDR will keep future process operation and optimization requirements in mind when recommending and implementing any future SCADA improvements. Our understanding of the long-term vision will be coupled with our technical experts that have a demonstrated ability to deliver successful projects but also provide other key benefits to the City: • Past Experience is Indicative of Future Results: Members of our project team have played integral roles in the recent successful projects at the City of Bozeman’s WRF, WTP, and Davis Lane Pump Station. In addition, our SCADA team has taken the time to educate themselves on your system to get a head start on understanding your future needs. Without a doubt, there is not a team with a more holistic understanding of Bozeman’s systems than HDR. • Integration with Process Controls: In addition to our SCADA experience, we are wastewater and water treatment process experts that have been actively involved in the upgrade of most of your infrastructure in the last 20 years. Existing relationships and being able to “speak both languages” will bridge the gap between operations and the technical implementation needed to have control over their treatment processes and be poised for compliance with future regulations. • Industry-leading Cybersecurity Professionals: Finally, our Operational Technology (OT) cybersecurity experts are a highly specialized group of engineers with background in both IT and OT systems. We use recognized international standards and industry best practices to apply defense-in-depth strategies that maintain maximum operational flexibility but limit access to authorized personnel only to protect the City from hostile hackers. We are pleased to submit our qualifications for the Bozeman SCADA Master Plan and look forward to the opportunity to work with you on this project. If you have any questions or comments, please contact us at 406.203.2443 Sincerely, HDR Engineering, Inc. Trey Morris, PEProject Manager City of Bozeman | Water Reclamation Facility 2020 Facility Plan Update Contents Cover Letter Introduction 01 Experience 02 Firm Background 07 Firm Workload 13 Firm Personnel 14 References 18 Nondiscrimination Affirmation Form Resumes 1 City of Bozeman | SCADA Master PlanIntroduction HDR has been working with the City of Bozeman (City) since 2001 to solve some of the most challenging drinking water and wastewater related issues in the country. Through this process we have become one of Bozeman’s preferred consultants for infrastructure related improvements for wastewater treatment, water treatment, and lift stations which comprise the majority of the City’s SCADA system. Through this past and future work, HDR has designed and implemented a significant amount of SCADA infrastructure, established the ‘inside the fence’ standards for SCADA at the Sourdough Water Treatment Plant and at the Water Reclamation Facility, and we sincerely hope to be providing these same services far into the future. Our proposal aims to answer the question ‘Why Hire HDR.’ Despite having a qualified, cost-effective team combined with an intimate knowledge of all of your facilities, HDR provides continuity between the past and future SCADA improvements and the on-going upgrade of existing SCADA systems…a benefit that no other firm can provide. HDR’s National Expertise Provided Through Local Staff results in Unmatched, Cost-effective ServiceHDR’s Montana SCADA team not only provides support to our SCADA experts around the country, but also serve as the “go to” SCADA engineers for numerous communities in Montana, both large and small, including Bozeman, Kalispell, Missoula, Helena, and Billings, as well as Phillipsburg, Hamilton, Stevensville, Columbia Falls, Superior and Polson. We are the firm of choice for these communities because we are able to bring a national perspective and provide local service at local rates. CybersecurityAt HDR, cybersecurity is not an afterthought or something that is “bolted on” to a design after the fact. Instead, it is something that is integral to each design and unique to each client and their organizational structures and risk tolerance. Cybersecurity of Operational Technology (OT) systems requires balancing stakeholder requirements for security, operability, and maintainability. HDR will engage stakeholders from Bozeman’s IT, OT, and operations teams to coordinate requirements to achieve alignment with the City’s defined acceptable risk tolerance. HDR uses risk management framework methodologies and defense in depth techniques for OT including ISA-62443, NIST SP 800-82, AWWA Cybersecurity Guidance, and NIST Cybersecurity Framework (CSF) to assist the owner in evaluating asset criticality, potential consequence, and selection of security controls. This balanced approach provides systems that are operable, maintainable, secure and will include the tools and documentation to support CSF, namely Identify, Protect, Detect, Respond and Recover. HDR’s Past Bozeman Experience Proves our Ability to Meet Schedule and Budget RequirementsPast performance is indicative of future results. HDR has a proven history of time and time again providing world class engineering solutions both on time and within the City’s budget. Our local SCADA staff provide services to communities as large as Billings and as small as Superior which proves that we have the ability to address complex SCADA issues while scaling efforts within very tight budgets as is often the case with small communities. HDR’s Strong SCADA Presence in Montana Results in Quick Response with a Deep BenchWith electrical and SCADA staff in Bozeman, Billings, Butte, and Missoula we can respond quickly to address your needs, even emergency situations. Further, our staff of eight Montana-based SCADA staff, supported by a team of over 60 SCADA experts around the country, means that our workload never impacts our ability to provide world-class service. Integrating Process Knowledge with SCADA Implementation Optimizes System PerformanceOne of the many advantages of the HDR team is the fact that we have staff leading this project, Cora Revis and Trey Morris, that have an intimate knowledge of both the existing processes and the SCADA systems that control them. At the end of the day, SCADA systems simply serve as a tool to enhance the operations of the water systems or wastewater facilities. Every tool is only as good as the person who uses it. An understanding how SCADA works combined with how SCADA can enhance or optimize a process is a critical benefit with respect to this project…a benefit that cannot be realized from someone that only has a SCADA background. As our Project Principal and Project Manager, Cora and Trey’s process experience and understanding of how SCADA impacts the process, combined with Trey’s extensive SCADA experience, will provide the nexus to SCADA master planning resulting in identified requirements and projects that optimize processes, embrace proven technology, and are developed from a knowledgebase of nationwide SCADA projects. 02 City of Bozeman | SCADA Master PlanExperience Together, anything is possible. At HDR, we’ve partnered with our clients to shape communities and push the boundaries of what’s possible since 1917. We specialize in engineering, architecture, environmental, and construction services. With over 10,000 employees in more than 225 locations around the world, we think global and act local. Our team has a successful history of working together to help communities, including Bozeman, solve SCADA challenges. Through this experience, HDR has continually provided the same approach of using local personnel supported by experts and knowledge from across the country. We have indeed proven that together, anything really is possible. Our team will be lead by Trey Morris, an experienced project manager and SCADA engineer with extensive background in water and wastewater projects throughout the country. The following projects demonstrate our experience that share similar characteristics to your project, and for which we have performed similar services to your request. For these contracts, HDR has a track record of cost and schedule control, quality work, and a long-standing, positive partnership with our clients. The project descriptions associated with this summary table follow. PROJECT MASTER PLANNINGPLC PROGRAMMING STANDARDSPROCESS OPTIMIZATIONSCADA SYSTEM DESIGNUPGRADING EXISTING SYSTEMSALARM STANDARDS & REPORTING SOFTWARE CONFIGURATIONHMI & HISTORIAN INSTALLATION; REPORTINGHMI SCREEN SOFTWARE DEVELOPMENTNETWORK CONFIGURATIONCONTROL PANEL DESIGNSCONSTRUCTION SUPPORTSTARTUP & COMMISSIONINGTRAININGHamilton SCADA Master Plan Long Beach SCADA Master Plan NEORSD Master Plan Spokane SCADA Upgrades & HMI Development Bozeman Solids Handling SCADA Programming Union County SCADA Master Planning Portsmouth SCADA Master Plan Davis Lane Pump Station Our Team’s Relevant SCADA Experience Hamilton SCADA Master Plan City of Hamilton, MT HDR completed a SCADA master plan for the City of Hamilton which included detailed planning of the City’s water and wastewater SCADA systems. During the planning period, HDR assisted the City with identification of new control system platforms to replace the existing MicroComm equipment at the drinking water wells and sewer lift stations, and developed a phased approach for replacement that included selected 03 City of Bozeman | SCADA Master Plan HDR has provided recent SCADA design for numerous City of Bozeman water and wastewater facilities. • Bozeman WRF Phase 1, Admin Lab and Digester Control Building. Control loop descriptions and software planning – integration completed by IAC as a sub to HDR. • Bozeman WTP. Control loop descriptions and software planning – integration completed by MET as a sub to HDR. • Bozeman WRF UFAT Modifications. HDR completed integration and modification of the UFAT system controls and pumps to allow for phased increased pumping flow rates for cleaning of the lines to reduce plugging. • Bozeman Davis Lane Lift Station. HDR provided complete integration of pump station including future provisions for PLC and HMI programs. Developed a optimized process for VFD ramping and pump control that minimizes impact to system hydraulics. • Bozeman WRF Solids Handling and Headworks Improvements. HDR is currently providing integration at the WRF for the new sludge dewatering screw press, conveyors and associated pumps, as well as the new headworks bar screen. • Bozeman Norton Ranch Lift Station. HDR is currently providing integration for preliminary design on the Norton Ranch Lift Station Improvements and will complete the final design and controls improvements as needed. demolition of panel equipment, reuse of installed control cabinets, and careful in-situ wiring of existing instruments. With the design now complete and new equipment purchased, the City has contracted with Nash Electric to perform the hardware installation and HDR is starting up each site as construction is completed. HDR’s integration and configuration services will result in a combined SCADA system at the wastewater treatment plant and increase operator efficiency by reducing the need to travel to each site for system monitoring. Key Staff: Trey Morris, Joe Mullaney, Josh Wiley, Kasey Leavell Reference Contact: Donny Ramer | 406.363.6717 SCADA Master Plan and Design Phase I Long Beach Water Department | Long Beach, CA Long Beach Water Department (LBWD) needed to upgrade and modernize its process control system (PCS) for all of its SCADA facilities. These included the water treatment plant and 73 remote sites that monitor and control sewer lift stations, wells, Metropolitan Water District (MWD) water supplies, reclaimed sites, tank farms, and a booster station. HDR prepared a SCADA master plan that guided the modernization effort and developed a cost-effective strategy for upgrading LBWD’s PCS system. HDR developed a description of the current state of the SCADA system installed at the LBWD facilities, including the current condition of the hardware at remote sites, radio equipment, PLCs, CAD drawings, documents, staff resources, and other pertinent information. Then through focused interviews and stakeholder workshops, HDR helped LBWD formulate its business and technical requirements and developed a SCADA system vision for future upgrades and enhancements. Based on these requirements, HDR conducted a gap analysis and developed a road map for implementation of an updated SCADA system. A set of integrated projects designed to move LBWD from the current state of the SCADA system to the desired future state was recommended based on prioritization criteria developed by the LBWD core team, with assistance from the HDR team. HDR was subsequently retained to design the implementation of the first phase of the SCADA upgrade. This included construction sequencing to keep the existing system operating while the Phase 1 upgrade was implemented. HDR also provided services during construction. Key Staff: Bruce Johnston, Trey Morris Reference Contact: Jake Hester | 714.765.4421 Northeast Ohio Regional Sewer District Master Plan City of Cleveland, OH The District provides wastewater treatment services to the greater Cleveland ,OH area and operates three wastewater treatment facilities and a wastewater interceptor system. Each treatment facility has an existing process control system (PCS) based on the Wonderware System Platform / Archestra system and Allen-Bradley PLCs. The District selected HDR to develop a Process Control and Automation System (PCAS) Evaluation and Master Plan. The intent of the master plan is to 1) evaluate the existing systems 2) determine the roadmap to improve the existing systems to meet long-term District needs and 3) enhance the overall level of automation in use at the District. The project began with an in-depth review of existing systems and the development of 04 City of Bozeman | SCADA Master Plan a comprehensive inventory of the PCS equipment. While the Wonderware systems are up-to-date many of the field PLCs are aging and are at or approaching equipment obsolescence. An important part of the existing conditions review was the documentation of the physical conditions of the PLCs enclosures and supporting equipment. This documentation will be used in establishing the priority of improvements. A series of workshops were held with multiple stakeholders to establish the system requirements. The requirements development examined both current requirements and future needs including system expansion enhanced automation cybersecurity and advanced data sharing. These requirements were then prioritized to aid in further analysis. A structured gap analysis was conducted comparing the existing systems against the defined requirements. The gap analysis focused on defining where the existing systems can meet the defined requirements either through minor configuration changes or more substantial project work. Where the systems will not meet the defined requirements the gap was used to define the improvements both short-term and long-term projects. The short-term and longer-term projects are being defined and planned in a phased approach and will include a work plan project schedule and budgetary cost opinions. HDR’s approach to the development and prioritization of projects incorporates decisions on business drivers functional and technical requirements and risk-based analyses Reference Contact: Andrea Remais | 216.881.6600 Water System Operations SCADA Master Plan City of San Diego, CA HDR developed a master plan to provide a cost-effective guide for the city to upgrade/modernize and maintain its water system operations SCADA system and distributed control system (DCS) facilities, improve remote site communications, and level out the staffing demands to provide a more proactive support model. The water system includes nine raw water dams, three raw water production wells, three raw water pipelines, one raw water open channel conduit, four raw water pumping stations, three water treatment plants, five recycled water pumping stations, 49 raw water and potable pumping stations, 27 distribution reservoirs and standpipes, and 185 monitoring points, serving 1.3 million customers. The project included documentation reviews, intensive staff interviews, site visits/assessments, a gap analysis, and various workshops to help the city staff come to consensus. The master plan detailed steps that must be taken for successful implementation of a unified SCADA system that is future ready and included recommended standards, expected construction costs, and prioritization of projects. Key Staff: Trey Morris, Bruce Johnston Reference Contact: Feryal Moshavegh | 858.829.6080 Spokane SCADA Upgrades & HMI Development City of Spokane, WA This project is currently at the 75% HMI development level, with HDR contracted to perform the development, configuration, startup, and commissioning of Rockwell PlantPax using the City’s established HMI programming standard. Trey Morris is the lead integrator. The City initiated a project to develop a SCADA system for the wastewater collection network that includes control and management of Combined Sewer Overflow (CSO) facilities, data acquisition, alarming, pump stations, monitoring stations, and system valves. The SCADA system is being designed in phases; the first phase includes two CSO facilities, one monitoring location, and one lift station. The ultimate goals of this system are: An isolated SCADA computer system and control center, operated from the City’s Wastewater Collection maintenance facility; A secure communications network, using the best industry network and cyber security practices; monitored locations along the City’s main sewer interceptor; real-time monitoring at the City’s major CSO facilities; real-time monitoring of the City’s major sewer lift station facilities; and, facilities that are fault-tolerant and able to function autonomously. HDR’s stepped approach to developing the HMI has included leveraging the City’s existing investment in graphics and Allen-Bradley Contrologix Add on Instructions (AOI) at the treatment plant. To communicate clearly with the stakeholders, HDR developed an HMI roadmap that describes the key elements and graphics used in the HMI and introduces laypersons to the system such that managers and technicians alike can understand the key features and elements. This approach enables them to become familiar with intended operation strategies and apply them in their interactions with the system. HDR is currently designing the Springfield lift station PLC Upgrade, repair CSO control system elements, and add an aggregator PLC to the system. Key Staff: Trey Morris Reference Contact: Mike Schug | 509.625.7935 Bozeman Solids Handling SCADA Programming City of Bozeman, MT HDR designed the expansion to the City’s Solids Handling Building to address modifications to heating and ventilation within the building as well as more than double the dewatering capacity with a second, larger screw press. Additionally, a coarse bar screen is being added to the Pretreatment building to offload 05 City of Bozeman | SCADA Master Plan HDR has extensive experience working for the City of Bozeman, including: • Solids Handling Building Expansion • Wastewater Facility Plan Update • Davis Lane Lift Station • Norton Lift Station Evaluation • Public Works Facility Plan • WRF Phase 1 Expansion & Improvements • TMDL Water Modeling • Impact Fee Study • Manley Ditch Rehabilitation Study • Westridge Stormwater Infrastructure • Sediment Management Facility • WTP Membrane Feed Pump • On-Call Wastewater Assistance Contract • Hyalite/Sourdough WTP • Emergency Response Plan • Phase II Stormwater Assistance • Struvite Investigation • MPDES Permit Review • Stormwater Facilities Plan the perforated plate screens at the Headworks. The project includes Preliminary Design Report preparation, 3D dewater facility expansion design, MDEQ approval coordination, estimates of probable construction cost development, construction administration and SCADA programming. SCADA programming will include the new bar screen, new screw press and the associated pumping, metering and four sludge conveyors being integrated into the central controls. Key Staff: Coralynn Revis, Bruce Johnston Reference Contact: Brian Heaston | 406.582.2282 Union County SCADA Master Plan Union County, NC Union County Public Works (UCPW) provides wastewater treatment and water distribution services to residents of Union County, NC. The County owns and operates (5) wastewater treatment plants, (51) wastewater collection pump stations, (9) water towers, and (6) booster pump stations with a new water treatment plant and raw water intake currently under construction. They also provide joint operation support of the Catawba Water Treatment Plant in partnership with the nearby Lancaster County Water and Sewer District in South Carolina to provide drinking water to their residents. The control system is equipped with compartmentalized SCADA systems that control and monitor their treatment, collections, and distribution facilities. Collections and distribution utilize a combination of Data Flow Systems (DFS), Mission RTUs, Autodialers, and Allen-Bradley PLCs with DFS Hyper Server and GE iFix data acquisition servers. Union County partnered with HDR to develop a master plan to address the modernization of their current SCADA system with the goal of building a scalable SCADA system that could be leveraged to increase operational awareness and improve service to the County’s customers. Objectives included: • build a self-supporting operational technology group • correct instability issues • replace obsolete equipment and reduce dependency on proprietary equipment • optimize operations and maintenance • Improve security and data management The planning process started with a detailed inventory and current state assessment to baseline the County’s existing SCADA system. Through a series of workshops, HDR collaborated with multiple stakeholders including members of executive management, IT, operations, and maintenance to define the system requirements for the future state of their SCADA system. The gap analysis focused on defining where the existing system can meet the defined requirements, either through minor configuration changes or more substantial project work. Where the systems did not meet the defined requirements, the gap was used to define improvements to the current system. HDR developed a master plan to be executed in two phases with higher priority improvements 06 City of Bozeman | SCADA Master Plan scheduled for completion in 5 years and lower priority improvements scheduled for completion in 7 - 10 years. The plan included 32 projects essential to modernizing the County’s SCADA system in 10 categories of related work: 1. Operational Technology Organization 2. SCADA System Network Improvements 3. Control System Policies and Standards 4. Collection and Distribution System Improvements 5. WWTP SCADA System Improvements 6. Network Access Improvements 7. Disaster Recovery 8. Control System Maintenance 9. Enterprise Integration 10. SCADA System Operational Enhancements HDR helped the County implement high priority improvements including: development of standards, SCADA network architecture improvements, telemetry system improvements, RTU replacement, alarm management, obsolete equipment replacement, and disaster recovery. To date, HDR has developed a comprehensive set of master specifications as well as standards and conventions to promote the consistent delivery of process control and SCADA system projects. HDR has also completed the design of a county-wide SCADA system network to allow for secure monitoring and control from central and backup locations including the build-out of a training, testing and validation center. Key Staff: David Brearley, Jim Schultz Reference Contact: John Shutak, PE | 704.283.3651 SCADA Master Plan City of Portsmouth | Suffolk, VA HDR developed a SCADA Master Plan for a water treatment facility, distribution sites, and collection sites. The Master Plan is comprised of 10 program elements and 30 projects to be implemented in phases over the course of several years. Jim led the development of a new system-wide network architecture consistent with the Purdue Model recommended in the ISA/IEC 62443 standard for industrial control system cybersecurity. The network architecture supports a variety of key recommendations including patch management, antivirus updates, software backups, and network event message monitoring. The architecture also supports the consolidation of process data into a historical database that is readily accessible to business network users and enterprise applications. Key Staff: David Brearley, Jim Schultz 07 City of Bozeman | SCADA On-Call ServicesFirm Background A Strong, Thriving Company Company Description HDR is a multidisciplinary engineering, architectural, and consulting firm specializing in meeting the infrastructure needs of cities, towns, counties, utility districts, associations, and other public entities. Our business model is to provide local, responsive client service backed by national expertise to solve our clients’ most complex challenges. • Founded in 1917, over 100 years of operation • Nearly 10,000 employees in 225 locations • First Montana office established in 1995 (Missoula) • Offices in Bozeman, Billings, Butte, Helena, and Missoula With more than 270 employees in our Montana offices and an office in the heart of Bozeman, our community is your community. We participate in many important associations, and work towards an ever-greater understanding of the City’s needs and to shape a promising future. We want to help you bring the best services to your community customers (us included!) Functional, sustainable, and efficient facilities are a key to excellent customer service. We have an additional 220+ collaborative offices around the globe. With our co-working environment, we are able to access resources and expertise from any HDR office, so we always find the right person with the answers to your project needs. As an employee-owned firm, our assets are managed and invested with exceptional care. We have established strong risk controls and are committed to managing our company with an eye toward long-term financial health and stability. This commitment has enabled us to thrive for 100+ years in every economic environment and allows us to be a reliable partner for our clients. Our financial statements are prepared and audited annually by Ernst & Young LLC. We are financially sound with gross revenues of $2.6 billion, a current working capital ratio of 2.0, and stockholders’ equity of $0.7 billion (2019). Delivering Quality HDR’s clients have consistently recognized us for producing quality-driven products. Management of your project will include sound, well-established, and documented Quality Assurance and Quality Control (QA/QC) procedures based on HDR’s established Quality Management System (QMS). The HDR team’s approach to quality assurance and quality control starts with a fundamental HDR corporate philosophy that quality is every team member’s responsibility. This philosophy is based on the fact that preparing documents right the first time eliminates rework and additional review time, as well as maintains the project schedule. HDR’s emphasis on quality focuses on a comprehensive and tailored QA/QC program that involves an established and formalized peer review process by industry experts throughout planning, design, and milestone reviews. This program starts within the top management and continues through all levels of management and production staff. Our QA/QC program procedures do not require “extra” tasks. Rather, the program provides structure for tasks that are an inherent part of any well-managed project. They are an integral part of each team member’s work processes. Benefits of HDR • HDR has been at the forefront of designing all the City’s major water and wastewater infrastructure that is controlled by SCADA. Leveraging that knowledge to plan the City’s future SCADA system is a return on the invested expertise makes sense for that firm to plan the future path for SCADA. • The intimate depth of process understanding helps guide future SCADA decision making. • HDR’s broad client base and company size affords us industry vision that will allow us to future-proof the SCADA master plan. • We provide broad experience developing SCADA master plans for complicated systems. 08 City of Bozeman | SCADA On-Call Services Master Plan TASK 1: DOCUMENT CURRENT STATE • Review documentation • Conduct site investigation • Interview staff • Document system architecture • Benchmark • Risk Assessment (ISA 62443) • Define Needs for SCADA Network & Assets TASK 2: DEFINE REQUIREMENTS • Establish vision and objectives • Define requirements for future state • Assign priorities • Preliminary scope TASK 3: GAP ANALSIS • Identify gaps • Assign classification • Develop preliminary scopes • Determine potential cost • SCADA network and asset vulnerabilities • Develop risk matrix TASK 4: ALTERNATIVE ANALYSIS • Develop framework • Evaluate technology alternatives • Evaluate approach alternatives TASK 5: DEVELOP MASTER PLAN • Coordinate funding requirements and limits • Develop cost estimate • Finalize assignment of priorities • Define plan duration • Develop schedule EXECUTE PLAN • Deliver planned improvements • Monitor and adjust plan schedule • Establish maintenance plan • Renew plan • Cybersecurity risk mitigation plan integration Figure 1. SCADA Master Plan Roadmap Approach HDR’s nationwide exposure to hundreds of utilities and our depth of involvement in planning, design, implementation, and maintenance of SCADA systems has revealed that some of the global challenges impacting utilities include: • Obsolete system hardware with limited available supply and support increasing the risk of failure and cost of maintenance. • Need for a leaner workforce requiring mobility to stay connected with the control system to perform their duties. • Control system network hardening and protection from attacks that may result in costly operational losses or threaten the health and security of staff and the public. • Software is not routinely updated or obsolete resulting in security risks. • Inability to efficiently recover after a catastrophic system failure due to planning or architecture. • Inundated with nuisance alarms requiring operations to manage by exception impacting efficiency and safety of equipment and personnel. • Inconsistent delivery of design or implementation of projects without documented and enforceable standards resulting in a patchwork system that is difficult to operate and maintain. • Not using the installed or available technology to optimize operations and improve efficiency. • Limited use of available data to inform operational and business decisions through situational awareness. • Need for secure integration of operational data into business systems to optimize enterprise efficiencies. • Lack of documentation to support knowledge transfer and training. To introduce more complexity, these challenges are relational in that addressing any one of them may have unintended consequences on the others, requiring a holistic approach and consideration for sequence of events. The City of Bozeman is seeking a master plan that identifies the current state of the installed system, defines the requirements for the desired future state, and identifies the steps and cost to achieve those requirements. This master plan is crucial to addressing and overcoming the challenges that threaten optimized operation, reliability, resiliency and security of the City’s SCADA system. HDR’s tried-and-true roadmap for master planning (Figure 1) includes the following five major tasks: 1. Document the current state of the system. 2. Define the requirements for the desired future state of the system. 3. Identify the gaps between the current state and the requirements, determine how to close those gaps and define the scope of improvements to reach the desired future state. 4. Consider alternative approaches where multiple viable methods exist to overcome the gaps and achieve the desired future state. 09 City of Bozeman | SCADA On-Call Services 5. Develop a master plan that includes prioritized improvements with dependencies including schedule and anticipated cost. Document the Current StateThe foundational step of a successful SCADA master planning effort is documenting the current state of the installed system. The City’s SCADA system is geographically dispersed and includes many assets, so documenting the current state can require significant effort. The HDR current-state assessment has two milestones: data collection and data evaluation. During data collection, information is collected that best represents the installed or current state of the system. This is a hands-on effort that requires an investigation of SCADA system components including: • Available documents such as piping and instrumentation diagrams, panel drawings, Input/ Output lists, loop drawings, network diagrams and control descriptions. • Controllers and control panels. • Network equipment such as switches, routers and radios. • Workstations and servers. • Installed software including Human Machine Interface, historians, asset inventory, antivirus and operating systems, and how they use and share data. All subsequent master planning tasks will build upon the information collected during this step so spending time to collect and organize information for reference is critical. As HDR has been the City’s engineer on many of the Water and Wastewater projects for the last 20-years, we already possess a repository of information that will shorten the investigations and data collection tasks. We establish an organized collection process and where possible use technology and data collection tools to develop relational databases and reports to share information for ease of future reference. If possible, the date of installation and condition of equipment should be determined during the investigation. This information is used to determine the position of the installed hardware and software components in the product lifecycle and to determine obsolescence. The condition is used to determine the extent of future improvements. For example, if a controller requires replacement due to obsolescence or planned obsolescence and the panel is in poor condition, future improvements to replace the controller should also consider replacement of the associated panel. It is also important during this step to discuss how members of the City’s team interact with and use SCADA to perform their work. This is typically done in an interview setting with members of operations, maintenance, engineering, information technology and management. During the interviews, information is gathered on how data is used by staff, what features users feel are broken or what can be improved to help staff perform their duties most efficiently. Evaluating the data collected is primarily a desktop exercise.In addition to our already extensive knowledge of the City’s control system, some of the objectives of the data evaluation include: • Determine hardware and software position in the product lifecycle so that need for replacement can be planned. • Determine cybersecurity posture, how data flows in the SCADA system and if best practices per ISA 62443 and NIST 800-82 for securing the control system are in place. • Document the baseline system architecture. • Identify vulnerabilities in the overall system architecture that present security or reliability risks. • Determine how the system operates and identify opportunities for optimization. The data evaluation is used to benchmark the system against best practices that are employed at similar Figure 2: Tablet-Based Data Collection Figure 3: PLC Panel Condition Assessment 10 City of Bozeman | SCADA On-Call Services utilities and other industries. To name a few, the current-state assessment should include sufficient data collection and evaluation to create a benchmark in the following categories: • HMI system architecture • Control philosophy • Data management • Network architecture • Mobility • Cybersecurity • Automation and predictive analytics • Alarm management • Reporting • Integration with business systems • Disaster recovery • Maintenance and renewal • Training Once the current-state assessment is complete, and the benchmark is established, the next step is to determine the requirements for the desired future state of the SCADA system. Define the RequirementsThis step of the master planning process establishes the vision and objectives for the future-state SCADA system. Many owners will consider how they compare to other utilities in the benchmark; however, some will innovate to solve problems that are unique to their operations and service to their customers. We anticipate a blend of these two approaches during the visioning process for Bozeman. The vision and objectives will be established in concert with City of Bozeman staff members that will approve the expenditures for improvements identified during the planning process. If any improvement does not meet the objectives defined to achieve the City’s vision, then it does not make it into the plan. This visioning process is extremely important to align improvements that will be approved and receive funding to achieve the vision. Defining the requirements for the future state of the SCADA system is a collaborative effort and is a pivotal step in the planning process. The success or failure of the SCADA master planning process and successive plan execution is dependent upon this initiative. At this stage we anticipate discussions and evaluations regarding the City’s desire to explore transitioning their SCADA software to a different provider as indicated in the RFQ. Based on HDRs past projects with the City, we envision the greatest success with the largest group of stakeholders available. The larger our group of stakeholders, the better. Obtaining input on how the SCADA system can be changed to improve the interaction and use of the system should be gathered in a collaborative setting with as many utility stakeholders as possible including representatives from operations, maintenance, information technology, operational technology, engineering and management. HDR will leverage our deep bench of process technical advisors to facilitate consensus among the groups and this will position the master plan well for future sustainment. Requirements for how the system will look and operate in the future should be defined for each of the categories in the current-state assessment benchmark. A first pass priority for each improvement is assigned at this stage of the planning process and typically includes the following classifications: • Critical: The requirement is critical to operational mission of the utility and must be addressed immediately. • High: Essential to the operational mission of the utility and must be addressed in the near future. • Medium: Important requirement that does not directly impact the operational mission but may have operational, economic or management benefits. • Low: Nice-to-have features but not operationally critical. Cybersecurity infrastructure is currently a major driver for most utilities, and we anticipate this may rise to the top of the priority list. Once a list of prioritized requirements is defined, the next step is to complete a gap analysis. Gap AnalysisGaps are obstacles that must be overcome to transition from the current state to the desired future state as defined by the requirements to achieve the City’s vision. This step identifies the gap and defines the work required to leverage or improve the current state to meet the requirements of the future state. 11 City of Bozeman | SCADA On-Call Services Classification of the gaps identified may look different for each master plan, but in general, gaps typically fall within one of five categories as defined below: • Present: The requirements to achieve the desired future state can be met by the current assets without significant modification or with minor adjustments. No significant investment is required. An example is introducing alarm deadbands through configuration of the existing controller programs to dampen signals and reduce nuisance alarming. • Expansion: The requirements can be achieved without changes to the system’s underlying infrastructure, but expansion is required. Moderate investment may be required. This could represent the addition of remote terminal units or remote I/O cabinets and wiring to add monitoring and control of existing processes without reconfiguration of the process or communication infrastructure. • Modification: Changes to the infrastructure are required to meet the requirements. Significant investment may be required. For example, modifying the design of the SCADA system network architecture to add a process information network or buffer between the business and SCADA system networks with tier-2 historians for securely sharing data with data management and maintenance management systems. • Infeasible: Cannot meet the requirement without unjustifiable cost, effort or resources. This typically applies to potential alternatives and could represent adding miles of fiber to replace radio infrastructure for a large geographically dispersed collection of remote sites that have already been constructed and are currently in service. • Other: Requires effort either not classified by expansion or design, or requires deferment to additional study to make a recommendation. For example, establishing criteria for organizational changes to add an operational technology group to support the utility’s SCADA system. Once the gaps are classified, preliminary scopes are defined for short-term and long-term improvements, and potential costs are defined with a breakdown of management, engineering and construction/implementation costs. Priority assignments from the requirements step should be retained. As the gap analysis is concluded, alternatives may be considered as a value engineering exercise to maximize return on investment. Alternatives AnalysisThis step is not necessarily required if the City’s vision and requirements are clear but may also run in parallel with the gap analysis as in the case of shifting SCADA software to another provider. This analysis represents an additional study step for the master planning process typically to inform the utility on available options or paths to achieve a requirement, or to evaluate alternatives for gaps classified as Expansion or Infeasible. Other examples may include telemetry alternatives to compare infrastructure technology to achieve communication with remote sites, or comparison of hardware platform alternatives that will provide the best option for supporting future features to protect and maximize the investment. Once the alternatives analysis is completed, modifications to the gap analysis may be required to adjust scope and cost for impacted improvements. At this stage of the planning process, formal definition of an actionable plan can begin. Develop Master PlanEach step of the master planning process builds on the previous step. Benchmarking drives the definition of requirements and the requirements drive the definition of improvements which work together to form the basis for the master plan. In this step, coordination of funding requirements, possible execution strategies and delivery models is paramount to developing a kinetic plan. In some cases, the anticipated cost of improvements is used for funding requests, or maximum year-over-year funding may already be defined in which the plan will be established to best use that funding and determine the duration of the plan. Consideration is also given to planned capital improvements that can be utilized to execute elements of the SCADA master plan or to determine if additional capital improvements will be needed to achieve defined improvements. As funding is considered, priority assignments for identified improvements are revisited and finalized with the utility management team and improvements are grouped for execution based upon dependencies and available funding. A schedule is developed and year-over-year cost accrual with recommended escalation is further defined. Master plan execution durations of five to 10 years are typical to allow time for phasing and investment for 12 City of Bozeman | SCADA On-Call Services both near-term and long-term improvements, and to minimize the impacts of changes in technology during execution of the master plan. Once this step is complete and the plan is accepted by the City of Bozeman and execution begins. Critical Elements for SuccessThe cost to develop a typical master plan can be approximately 1% – 5% of the overall SCADA improvements program value, depending upon the size and complexity of the utility’s system, and the planning process requires a significant investment of time by the utility to complete. For this reason, the ultimate goal from the onset of the master planning process should be to develop an executable plan rather than a report that sits on a shelf collecting dust. If the focus is only on singular improvements rather than a program, a master planning effort will not be beneficial and may be more of a hindrance than a help. Once the decision is made to proceed with a master planning effort, key factors to success include: • Experience: Whether self- performed by the utility or led by a third party, make sure the plan is led by a team experienced with program planning and implementation. • Core Team: The City of Bozeman should define a core team that will be involved in all aspects of the master plan as representatives of SCADA users and stakeholder groups for the duration of the planning effort to provide governance throughout the process. • Stakeholder Engagement: An executable master plan can be achieved only if the whole team engages as many team members as possible that use SCADA to perform their duties. This promotes ownership and consensus that is important for success of the master plan. Figure 4: Program Schedule Example 13 City of Bozeman | SCADA Master Plan We understand the importance of meeting project schedules. The capacity to accomplish work in a strict timeframe requires strong and experienced leaders backed by skilled team members. Our personnel are dedicated to providing sufficient time and effort to produce a quality product. With this in mind, our team members were carefully selected not only for their expertise, but also for their availability to work on the project for its duration. We follow well-established and time proven procedures to manage our project work and have assembled a strong team that is available to begin work upon Notice-to-Proceed. You can rely on us to successfully deliver this project. Project commitments for our team members, as well as availability for this effort (with consideration of project role) are shown below. Firm Workload TEAM MEMBER NAME AND ROLE CURRENT PROJECT COMMITMENTS WITH COMMITMENT END DATE AVAILABILITY FOR THIS PROJECT Trey Morris Project Manager/Technical Lead • Spokane SCADA (12/21) • Polson SCADA (10/21)• Hamilton SCADA (08/21) • BNSF Movable Bridge Patching (05/22) 40% Coralynn Revis PIC/Wastewater Process Expert • Bozeman Davis Lane (06/21) • Bozeman Solids Handling (10/21) • Bozeman Facility Plan (11/21) 30% Nathan Kutil Water Process Expert • Wichita NWWTF (12/24) • Columbia McBaine WTP Upgrades (07/23)• Maryville GAC Addition (10/21) 35% Joe MullaneyPLC Programming & HMI Standards • Golden Sunlight Mine SCADA (01/22)• BSB Detention Center SCADA (07/21) • Helena SCADA (09/21) 30% Josh Wiley PLC Programming & HMI Standards • Hamilton SCADA (08/21) • Barrick Golden Sunlight Mine (10/21)• Billings/Butte SCADA (ongoing) 55% David BrearleyCybersecurity • Union Co RTU Telemetry Design (03/2022)• Federal Projects QC (Ongoing) • DLA Installation Energy Plan (09/2021) 50% Jim Schultz Cybersecurity • Great Lakes Water Authority (12/2021) • Winston Salem Advanced Metering Infrastructure (09/2021) • Pentagon Commercial Vehicle Inspection Facility (01/2022) 45% Kasey Leavell Analysis & Documentation • Wells Fish Hatchery Electrical and Controls (10/21) • Raven’s Creek Fish Hatchery Detailed Controls (06/22)• GSK Hamilton Power Monitoring and Control (1/22) 60% Terry StulcAnalysis & Documentation • GSK Hamilton Power Monitoring and Control (1/22)• Spokane SCADA (12/21)50% Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul NTP2021 Workshop No. 1 Document Current State Kick-off Meeting Requirements Document Master Specifications* Schedule & Budget Final Master Plan Schedule Plan Execution2022 Develop Master PlanAlternatives Analysis Gap Analysis Definite Requirements Workshop No. 2 Software Provider Hardware & Software Standards* Programming Standards, Alarm Management, Historian* Network Architecture* Denotes potential projects completed in parallel with master plan development 14 City of Bozeman | SCADA Master PlanFirm Personnel HDR’s knowledge of Bozeman’s system and our team’s SCADA experience will help the City realize their long-term vision for the water and wastewater facilities. HDR is committed to providing an outstanding team with strong technical skills and extensive knowledge of your facilities. Our team will be managed locally by Trey Morris and supported by Cora Revis, who understands your long-term vision and needs of your system and will make sure these SCADA improvements optimize your system. Trey and Cora will work closely with our SCADA staff to successfully deliver your SCADA improvements that will be aligned with future improvements. Our project team was chosen because of its intimate knowledge of the Bozeman’s water and wastewater facilities and proven success on recent similar projects. More important, however, we assembled a team that can provide the greatest benefit to Bozeman, including: Knowledge of Existing Facilities and Similar SCADA Experience Results in Cost Savings: Without a doubt, there is not a team more familiar with both Bozeman’s water system and wastewater facility. Our knowledge of your systems and understanding your expectations and future system plans, based on past successful projects, will result in an efficient project completion and cost savings to the City. Additionally, our team of I&C specialists have recently designed and implemented Automatic State Regulatory reporting systems for other Montana communities and are familiar with what is required for reports. Past Experience is Indicative of Future Results: Our core team recently completed Butte’s Basin Creek WTP, including design and integration of instrumentation and control systems, with considerable success. Our team of SCADA professionals has worked together since 2014, including the current Davis Lane and Norton Ranch projects. Besides providing an existing understanding of Bozeman’s operative approach, this is a proven team who has recent experience working together. Commitment to Long-Term Success: Our focus is not just the successful implementation of this specific project. Instead we want these improvements to last far into the future. As a result, we are proposing to continue our partnership with Bozeman that will would allow Bozeman staff to work side-by-side with HDR staff during this project. This experience and the “on the job” training we could provide will help develop an exceptional understanding of the existing system that will be a huge benefit to future operation and maintenance. Local Team with Proven History of Fast Response:Our team is located in Montana and HDR has a proven history of over 20 years of quickly responding to the City. Cora and Nathan’s familiarity with your systems and proven client service is just another example of why our team is best suited for this contract. Our long-term history of being involved with both their water and wastewater systems will result in the planned SCADA improvements being complementary to the City’s long-term goals. Organizational Chart Project Manager Trey Morris, PETechnical Advisors Coralynn Revis, PE (WW) Nathan Kutil, PE (Water) QA/QC Billy Fox, PE, LEED AP Principal-in-Charge Coralynn Revis, PE Project Team FIELD INVESTIGATIONJosh WileyKasey Leavell PLC PROGRAMMING/HMI STANDARDSJoe MullaneyJosh WileyPavol Segedy, PE CYBERSECURITYDave Brearley, GICSPJim Schultz, PE MASTER PLAN DEVELOPMENTBruce Johnston, PETerry Stulc, PEPavol Segedy, PEKasey Leavell 15 City of Bozeman | SCADA Master Plan Coralynn Revis, PEPrincipal-in-Charge/Wastewater Process Expert Coralynn has been serving the City of Bozeman through municipal projects since 2006. She reviewed the Software Predesign Report for the Bozeman WRF upgrade prepared by IAC and was at the WRF with boots on the ground for all of the project start up elements and troubleshooting the processes. She has in depth knowledge of the processes at the WRF that are controlled by SCADA. Currently she is the project manager for the Davis Lane Lift Station, which includes the SCADA controls (programmed by HDR) to feed 15 MGD of flow into the WRF. She is also the project manager for the Solids Handling Building which includes HDR’s SCADA programming to implement the controls of the new screw press, pump, conveyors and bar screens into the existing process. Benefit to BozemanCora’s long standing relationship with Bozeman will provide continuity to the existing water and wastewater facilities and her role as PIC will oversee that the City has the expected excellent service from HDR. Trey Morris, PEProject Manager/Technical Lead Trey has 27 years of experience in automation and electrical engineering, including PLC and HMI setup and programming. His automation experience spans multiple industries encompassing water, wastewater, industrial, and building systems, SCADA networks, PLCs, HMIs, VFDs, control panel manufacture, and complex troubleshooting. As responsible engineer-in-charge, he has performed assessments, studies, design, programming, configuration, start-up, testing, and commissioning for a wide range of projects. Benefit to BozemanTrey provides extensive experience in UL508A control panel design and fabrication reduces construction costs by providing contractors with constructable shop quality drawings and bills of materials for their bid. He designs systems that are easy to understand and maintain by City personnel. Nathan Kutil, PEWater Process Expert Nathan is a project manager with 16 years of experience in the design of municipal wastewater and drinking water facilities. Past projects include design of Bozeman’s 22 MGD membrane filtration Sourdough/Hyalite drinking water facility. Benefit to BozemanNathan’s familiarity with Bozeman’s water treatment system will make sure the SCADA planning integrates well with the existing system. Key Staff 16 City of Bozeman | SCADA Master Plan Joe MullaneyPLC Programming/HMI Standards Lead Joe provides extensive experience in the management and design of instrumentation and control systems for various environmental and industrial processes. He has specified initial design and implementation, in addition to system commissioning for plant control and diagnostic instrumentation systems. His experience ranges from minor plant control systems to major integrated centralized control systems. Joe has several major plant start-up and commissioning projects within his resume. He is experienced in all phases of control system design including engineering studies, design and functional requirements, laying out control panels and control rooms, developing detail drawings, and programming PLCs, graphic and human-machine interfaces. His knowledge and experience includes applying various types of control systems including DCS, SCADA, cascade, ration, adaptive, and feed-forward, and designing control systems for various wastewater treatment processes. Benefit to BozemanA master troubleshooter, Joe’s three decades of SCADA experience in the trenches brings the comfort to his clients that he has seen and corrected 99% of the failures that might occur in a control system. He provides a deep understanding of industry best practices in operation and leveraging standards to facilitate rapid troubleshooting and repair. A multi-platform expert, Joe can program and commission PLCs from all major suppliers with confidence and keeps his finger on the pulse of each. Well-connected in the Montana SCADA industry, the equipment suppliers know him by name, and will drop everything to assist when Joe calls. Jim Schultz, PE, CISSP, CCNA, GICSPCybersecurity Jim is a cybersecurity network engineer with over 30 years of industrial control system and information technology experience in the water, wastewater, manufacturing, and electric industries. He has experience in cybersecurity, industrial networking, control system engineering, master planning, data modeling, database development, and application development. David Brearley, GICSP, PMPCybersecurity David is experienced in applying cybersecurity best practices and industry standards at all levels of the control system lifecycle including assessment, design, integration and continuous monitoring/maintenance. He has an extensive background in facilities and water/wastewater projects. Josh WileyPLC Programming/HMI Standards Josh has 13 years of experience in the design and implementation of electrical control systems with water/wastewater experience throughout Montana. He is experienced in all phases of control system design including electrical panel design, MCC layout and design, programming Programmable Logic Controllers, design and building HMI graphics, commissioning, startup and troubleshooting. Josh has worked with VFD’s from 5-800HP as well as medium voltage synchronous motor starters from 450-2000HP. 17 City of Bozeman | SCADA Master Plan Terry Stulc, PEAnalysis & Documentation Terry has over 30 years of experience in electrical and control systems engineering, with an emphasis on public works projects for wastewater and water systems. He provides extensive experience with power distribution systems, PLC/SCADA based control systems, motor control centers, pump controls, VFD applications, and HVAC controls. He also has an accomplished background in standby power systems and specialty systems. Kasey LeavellAnalysis & Documentation As a controls engineer, Kasey is experienced in process automation and the use of PLCs. He has compiled information about existing automated systems and industrial networks into technical documents and designed HMIs for water and wastewater treatment plants. His experience includes P&ID Interpretation, Java, Python, FactoryTalk SE/ME, RSLogix, Siemens Simatic, and Wonderware Windowmaker. Pavol Segedy, PEAnalysis & Documentation Pavol has more than 21 years of experience in the design and implementation of electrical and control systems for water and wastewater facilities. He is and expert in design, specification and startup of plant instrumentation including PLC programming, HMI database configuration, SCADA development, radio systems and networking design/configuration and on-site construction support and inspection. Pavol has worked on all phases of large and small projects from pre-design to final commissioning. He provides support for completed projects and troubleshooting services to resolve issues in established plants and/or systems. Bruce Johnston, PEMaster Plan Development Bruce has 31 years of experience in control systems, information technology/systems, data management, instrumentation and control (I&C), and electrical design for projects that include municipal water/wastewater facilities and industrial control systems. His experience includes planning, design and implementation of a variety of innovative treatment processes at municipal, private, and industrial sites. He has also worked to develop several SCADA and IT master plans for utilities. His key areas of expertise include project management, cost estimating, information technology planning, I&C design, SCADA programming, applications development, data management, network security, quality assurance/quality control (QA/QC) review of I&C and electrical designs, and small-project electrical design and support. Bruce has extensive SCADA programming experience and has used many programming packages including Rockwell Automation, GE iFix, Wonderware, and many others. He has also provided construction management/oversight and has been a key player on many construction projects. Bruce has worked on all phases of large and small projects, from predesign to final commissioning, and has been frequently retained to provide ongoing support after completion. 8 SCADA staff in Montana to provide local, responsive service 150+ SCADA staff throughout the US to provide support and additional expertise as necessary 7 SCADA Master Plan projects completed by our team HDR’s Qualifications at a Glance 18 City of Bozeman | SCADA Master PlanReferences HDR has provided SCADA planning services for a variety of municipalities. References for our proposed SCADA staff are below. CONTACT PHONE/EMAIL PROJECT(S) Donny Ramer City of Hamilton 406.363.6717 dpw@cityofhamilton.net Hamilton SCADA Master Plan Mike Schug City of Spokane 309.625.7935 mschug@spokanecity.org HMI Development Jacob Hester City of Anaheim (formerly Longbeach) 714.765.4421 jhester@anaheim.net SCADA Master Plan Andrea Remais Northeast Ohio Regional Sewer District 216.881.6600 remiasa@neorsd.org SCADA Standards Master Planning Feryal Moshavegh City of San Diego, CA 858.829.6080 Fmoshavegh@sandiego.gov SCADA Master Plan City of Bozeman | SCADA On-Call Services HDR Engineering, Inc. HDR Engineering, Inc. EDUCATIONBS Electrical Engineering, Electrical Engineering, Seattle University (SU), 1992 Master of Science, Aerospace Engineering, Embry-Riddle Aeronautical University - AZ REGISTRATIONSProfessional Engineer - Electrical, MT, No. 72189 Professional Engineer - Electrical, CA, No. 21548 Professional Engineer - Electrical, HI, No. 13531 Professional Engineer - Electrical, AK, No. 12784 Professional Engineer - Electrical, WA, No. 36559 Professional Engineer - Electrical, Guam, No. 1605 PROFESSIONAL ORGANIZATIONSIEEE Trey has 27 years of experience in automation and electrical engineering, including PLC and HMI setup and programming. His automation experience spans multiple industries encompassing water, wastewater, industrial and building systems, SCADA networks, PLCs, HMIs, VFDs, control panel manufacture, and complex troubleshooting. As responsible engineer-in-charge, he has performed assessments, studies, design, programming, configuration, start-up, testing, and commissioning for a wide range of projects. City of Hamilton, SCADA Improvements and Master PlanHDR completed a SCADA master plan for the City of Hamilton which includes a review of existing documentation and existing conditions, application integration services, design review, materials list development/procurement, and installation. City of Bozeman, Davis Lane Lift Station & Norton East Ranch Outfall SewerHDR designed the Davis Lane lift station, force main, interstate crossing, and Norton East Ranch Sewer Outfall from a preliminary engineering report (PER) through final design and construction. The lift station is a custom-built, self-cleaning type wet-well with three submersible non-clog pumps operated from variable frequency drives; the standby generator will be a separate structure. The lift station flows range up to 15 MGD. The PER was part of a State Revolving Fund (SRF) application for construction funding assistance. HDR also developed a hydraulic spreadsheet model of the lift station and force main(s) to verify system hydraulic sizing and operational requirements prior to final design. The project included construction administration assistance, start-up and SCADA programming of the lift station.SCADA programming integrated the treatment plant’s stand-alone intouch system to the pump station via local fiber networks and incorporated high-performance HMI graphic concepts. Specialized VFD ramp control schemes were implemented to soften the impacts of pump starts and stops to the hydraulics of the system. City of Spokane, SCADA UpgradesThe City of Spokane has completed a Wastewater and Stormwater Collection System SCADA Master Plan and is initiating a SCADA system of the wastewater collection for data acquisition, alarming, and control of pump station, monitoring, and valves. The SCADA system will be designed in phases; the first phase will include two CSO facilities, one monitoring location, and one lift station. The ultimate goals of this system are: an isolated SCADA computer system and control center, operated from the City’s Wastewater Collection facility maintenance shop; a secure communications network, using the best industry network and cyber security practices; monitored locations along the City’s main sewer interceptor; real-Time monitoring at the City’s major CSO facilities; real-time monitoring of the City’s major sewer lift station facilities; facilities that are fault-tolerant and able to function without SCADA system. Relevant Experience Trey Morris, PEProject Manager & Technical Lead EDUCATIONBachelor of Engineering, Environmental Engineering, Stevens Institute of Technology, 2006 REGISTRATIONSProfessional Engineer, MT, No. 19791 Coralynn has been serving the City of Bozeman through municipal projects since 2006. She reviewed the Software Predesign Report for the Bozeman WRF upgrade prepared by IAC and was at the WRF with boots on the ground for all of the project start up elements and troubleshooting the processes. She has in depth knowledge of the processes at the WRF that are controlled by SCADA. Currently she is the project manager for the Davis Lane Lift Station, which includes the SCADA controls (programmed by HDR) to feed 15 MGD of flow into the WRF. She is also the project manager for the Solids Handling Building which includes HDR’s SCADA programming to implement the controls of the new screw press, pump, conveyors and bar screens into the existing process. City of Bozeman, Solids Handling BuildingHDR designed the expansion to the City’s Solids Handling Building to address modifications to heating and ventilation within the building as well as more than double the dewatering capacity with a second, larger screw press. Additionally, a coarse bar screen is being added to the Pretreatment building to offload the perforated plate screens at the Headworks. The project includes Preliminary Design Report preparation, 3D dewater facility expansion design, MDEQ approval coordination, estimates of probable construction cost development, construction administration and SCADA programming. SCADA programming will include the new bar screen, new screw press and the associated pumping, metering and four sludge conveyors being integrated into the central controls. City of Bozeman, WRF Phase 1 Expansion & ImprovementsHDR designed and provided construction management services for the $53M improvements to the Bozeman Water Reclamation Facility (WRF) in response to the rapidly growing community and increasing regulatory restrictions. The project consisted of the design of a new headworks facility, new primary effluent pumping facility, new bioreactor basins for nitrogen and phosphorus removal, RAS/WAS pumping and secondary clarification, UV disinfection facility, solids digestion and dewatering, and effluent management facilities. The project also included the design of a new administration/laboratory complex for the WRF. HDR provided TMDL engineering support services and developed a long-term effluent management strategy. City of Bozeman, Hyalite/Sourdough WTPHDR designed and provided construction inspection and administration services for a new 22-mgd membrane WTP and raw water supply. The $32M, constructed by Apollo, included demolition of the existing treatment plant, construction of new raw water supply pipelines, raw water intake design, construction of the new state-of-the-art pressure membrane facility with membrane feed pumping station, and construction of a new 84-inch-diameter effluent pipeline. HDR provided construction and I&C programming services and conducted detailed training and start-up assistance to the WTP staff. City of Bozeman, WRF Facility Plan UpdateHDR is preparing a wastewater facility plan for the City of Bozeman’s WRF that identifies cost effective means and methods to maintain compliance with Montana’s water quality standards as the City continues to grow. The facility plan will cover a 20-year planning horizon, and will ultimately identify capital improvements, process optimization strategies, pollutant minimization program elements, and long-range permit compliance approaches necessary to attain water quality standards as Bozeman’s population increases. Relevant Experience Coralynn Revis, PEPrincipal-in-Charge/Wastewater Process Expert EDUCATIONBachelor of Science, Environmental Engineering, South Dakota School of Mines & Technology, 2005 REGISTRATIONProfessional Engineer, MT, No. 19590 Construction Documents Technologist (CDT) The Construction Specifications Institute Nathan is a project manager with 15 years of experience in the design of industrial and municipal wastewater and drinking water facilities. His past Bozeman experience includes design of the City’s 22 MGD membrane filtration drinking water facility. City of Bozeman, Hyalite/Sourdough WTPHDR designed and provided construction inspection and administration services for a new 22-mgd membrane WTP and raw water supply. The $32M, constructed by Apollo, included demolition of the existing treatment plant, construction of new raw water supply pipelines, raw water intake design, construction of the new state-of-the-art pressure membrane facility with membrane feed pumping station, and construction of a new 84-inch-diameter effluent pipeline. HDR provided construction and I&C programming services and conducted detailed training and start-up assistance to the WTP staff. City of Bozeman, WTP Membrane Feed PumpHDR provided an evaluation of the membrane feed pump for the Bozeman Water Treatment Plant. Diagnostics were run on the pump to determine if the hydraulic design was causing excessive noise. HDR provided field investigation, computational fluid dynamics (CFD) modeling and hydraulic calculations. HDR also assisted in changing flow control set points for the multiple pumps to troubleshoot the operations. After the pumps were diagnosed, HDR provided in-person training on the pumping system for operators to earn continuing education credits. City-County of Butte-Silver Bow, Basin Creek Water Treatment Plant DesignHDR is providing water filtration and disinfection design services for the new Basin Creek WTP. The facility uses a cutting edge ceramic membrane filtration system which is the first of its kind to be installed in the United States. The Basin Creek WTP includes a recovery skid designed to filter the backwash waste from the process and resulting in an overall 99.95% production capability. The CIP interval for the ceramic filters installed at Basin Creek is every 6 months. This means that chemical use is decreased, operation staff labor is cut, and energy use associated with heating chemicals and pumping is reduced by 1/6th over conventional systems. One of the objectives of this project was to operate by gravity to the greatest extent possible. The site was selected based on a hydraulic analysis that allowed placement of the membrane equipment to be at the perfect elevation to accomplish that goal. The Basin Creek WTP is unique in that it operates as an on-demand system. Staff does not make decisions about how much water to treat in order to meet demand but rather demand itself sets the flow rate through the WTP at any given moment. City of Bismarck, Condition Assessment and Water Treatment Plant Master PlanAssisted in condition assessment of the existing facilities including the Horizontal Collector Well (HCW), Water Treatment Plant, and West End Reservoir & Pumping Station. A Master Plan Report will be developed to present the results of the evaluation and planning. Relevant Experience Nathan Kutil, PEWater Process Expert EDUCATIONBachelor of Science, Chemistry, University of California, Irvine (UCIrvine), 1988 REGISTRATIONSProfessional Engineer - Control Systems, MT, No. 19218 Professional Engineer - Control Systems, CA, No. 7508 Professional Engineer - Control Systems, OR, No. 85755 Professional Engineer - Control Systems, NV, No. 022383 Professional Engineer - Control Systems, WA, No. 44150 Professional Engineer - Control Systems, NC, No. 034194 Bruce has 31 years of experience in control systems, information technology/systems, data management, instrumentation and control (I&C), and electrical design for projects that include municipal water/wastewater facilities and industrial control systems. His experience includes planning, design and implementation of a variety of innovative treatment processes at municipal, private, and industrial sites. He has also worked to develop several SCADA and IT master plans for utilities. His key areas of expertise include project management, cost estimating, information technology planning, I&C design, SCADA programming, applications development, data management, network security, quality assurance/quality control (QA/ QC) review of I&C and electrical designs, and small-project electrical design and support. Bruce has extensive SCADA programming experience and has used many programming packages including Rockwell Automation, GE iFix, Wonderware, and many others. He has also provided construction management/oversight and has been a key player on many construction projects. Bruce has worked on all phases of large and small projects, from predesign to final commissioning, and has been frequently retained to provide ongoing support after completion. American Water Services, Tolt Water Treatment Facility SCADA UpgradeHDR provides ongoing I&C support at the Tolt Water Facility, and has provided support since 2001. Beginning with initial operations of the facility, HDR has executed discrete process improvements and water chemistry projects, and most recently completed a SCADA system upgrade. The effort included developing comprehensive recommendations for the upgrades, evaluating SCADA system platforms, and completing the programming of new hardware (servers, workstations and monitors) and software (GE iFix HMI and Proficy Historian). City of Freemont, SCADA Control System UpgradeHDR is developing improvements that provide the most cost-effective, long-term solution for the City, develop a functional specification for the needed upgrades, and develop an RFP that the City can use to complete design and implementation of the upgrades. City of Port Townsend, Finished Water 5 Million Gallon (MG) Reservoir and Booster Pumping StationBruce provides support during construction of the water treatment facility and 5MG reservoir system improvements. He responds to requests for information to clarify design intents and provides on-site monitoring and support as needed. Due to the complex nature of this project, several design changes were required during construction. Construction is scheduled to be completed in late 2017. City of San Diego, Public Utilities Department, Water System Operations, SCADA Master PlanHDR developed a master plan to provide a cost-effective guide for the city to upgrade/modernize and maintain its water system operations supervisory control and data acquisition (SCADA) system and distributed control system (DCS) facilities, improve remote site communications, and level out the staffing demands to provide a more proactive support model. The water system includes nine raw water dams, three raw water production wells, three raw water pipelines, one raw water open channel conduit, four raw water pumping stations, three water treatment plants, five recycled water pumping stations, 49 raw water and potable pumping stations, 27 distribution reservoirs and standpipes, and 185 monitoring points, serving 1.3 million customers. The project included documentation reviews, intensive staff interviews, site visits/assessments, a gap analysis, and various workshops to help the city staff come to consensus. The master plan detailed steps that must be taken for successful implementation of a unified SCADA system that is future ready and included recommended standards, expected construction costs, and prioritization of projects. Relevant Experience Bruce Johnston, PEMaster Plan Development EDUCATIONBachelor of Science, Engineering Science, Energy Option, Montana Tech of The University of Montana, 199400 Joe provides extensive experience in the management and design of instrumentation and control systems for various environmental and industrial processes. He has specified initial design and implementation, in addition to system commissioning for plant control and diagnostic instrumentation systems. His experience ranges from minor plant control systems to major integrated centralized control systems. Joe has several major plant start-up and commissioning projects within his resume. He is experienced in all phases of control system design including engineering studies, design and functional requirements, laying out control panels and control rooms, developing detail drawings, and programming PLCs, graphic and human-machine interfaces. His knowledge and experience includes applying various types of control systems including DCS, SCADA, cascade, ration, adaptive, and feed-forward, and designing control systems for various wastewater treatment processes. City of Hamilton, SCADA Improvements and Master PlanHDR completed a SCADA master plan for the City of Hamilton which includes a review of existing documentation and existing conditions, application integration services, design review, materials list development/procurement, and installation. City of Helena, Missouri River SCADAHDR upgraded and restored the Missouri River Water Treatment Plant SCADA system. Work included installation of Wonderware software for the instrumentation and control system and verification that software was displayed on two local servers and automatically provided redundancy. HDR provided operator control over set points for operational parameters with an additional verification step and provided data trends for long-term operational knowledge and regulatory compliance, including high- and low-zone operation. HDR integrated historic MRTP TSR data into the new system to provide a single location for data, installed RsLogix Studio for the instrumentation and control system at MRTP, and provided RsLogix software and license keys to be shared between Ten Mile and MRTP. Following programming, HDR provided training to water operators. City of Columbia Falls, WWTP SCADA Maintenance/SupportHDR provided on-call SCADA maintenance and support services at the City’s WWTP. City-County of Butte-Silver Bow, Metro Sewer Division SCADA On-call Maintenance Support – TIFID and Non-TIFIDHDR supported the Division’s staff with troubleshooting and addressing problems for Metro Sewer SCADA system and other control-related items. This included the sewer treatment plant and remote lift stations. Additionally, HDR provided SCADA improvements for existing and new lift stations not located within the TIFID District. This work required redesigning and upgrading obsolete existing lift station controls within the sewer collection system, including integration of pertinent date back to Metro via SCADA by programming new PLCs and OITs to be compliance with the WWTP SCADA and controls. Town of Superior, SCADA On-CallHDR is providing on-call maintenance support for the SCADA system on the water and wastewater systems. This includes the well pump stations, tanks, lift stations, and other remote sites. Town of Philipsburg, SCADA On-CallHDR is providing on-call maintenance support for the SCADA system on the Town’s water and wastewater systems. This includes the treatment plant and other remote sites. HDR also supported maintenance and troubleshooting to the Town’s hydroelectric power plants on the Fred Burr transmission line. Every effort was made to respond within four hours of a call out. Relevant Experience Joe Mullaney PLC Programming/HMI Standards EDUCATIONBachelor of Science, Electrical Engineering, Montana Tech of The University of Montana, 2016 Josh has 13 years of experience in the design and implementation of electrical control systems. He is experienced in all phases of control system design including electrical panel design, MCC layout and design, programming Programmable Logic Controllers, design and building HMI graphics, commissioning, startup and troubleshooting. Josh has worked with VFD’s from 5-800HP as well as medium voltage synchronous motor starters from 450-2000HP. City of Hamilton, SCADA Improvements and Master Plan HDR completed a SCADA master plan for the City of Hamilton which includes a review of existing documentation and existing conditions, application integration services, design review, materials list development/procurement, and installation. City of Helena, Missouri River SCADAHDR upgraded and restored the Missouri River Water Treatment Plant SCADA system. Work included installation of Wonderware software for the instrumentation and control system and verification that software was displayed on two local servers and automatically provided redundancy. HDR provided operator control over set points for operational parameters with an additional verification step and provided data trends for long-term operational knowledge and regulatory compliance, including high- and low-zone operation. HDR integrated historic MRTP TSR data into the new system to provide a single location for data, installed RsLogix Studio for the instrumentation and control system at MRTP, and provided RsLogix software and license keys to be shared between Ten Mile and MRTP. Following programming, HDR provided training to water operators. City of Billings, Wastewater Nutrient Upgrade and ExpansionHDR is designing improvements to the City’s WWTP that will meet upcoming nutrients requirements in the discharge permit in a phased approach; expand the plant to the ultimate capacity of 34 mgd; provide upgrades/repairs to the existing facilities; and provide odor/corrosion control at the plant. City-County of Butte-Silver Bow, BSB Water Utility Division SCADA On-CallHDR provided support for Division’s staff for troubleshooting and fixing issues with the SCADA system and other control-related items. This included the water treatment plants, remote operations stations, and the industrial water system SCADA and controls. HDR staff was available 24 hours/day, 7 days/week. City-County of Butte-Silver Bow, Treatment Lagoons SCADA MaintenanceHDR provided callout support for maintenance, troubleshooting, and implementation of corrective action for Butte’s Treatment Lagoons HMI/Wonderware and SCADA systems, including remote monitoring stations. Staff provided periodic updates to the master and remote PLCs, including programming logic, HMI, system alarms, and communication, as needed. Additionally, HDR provided support with replacement or upgrade of the SCADA operating equipment, as well as on-site PC hardware and software, as requested. Staff also provided recommendations for compatible replacements and price quotes for equipment replacements. City of Bozeman, Davis Lane Lift Station & Norton East Ranch Outfall SewerHDR designed the Davis Lane lift station, force main, interstate crossing, and Norton East Ranch Sewer Outfall. The lift station is a custom-built, self-cleaning type wet-well with three submersible non-clog pumps operated from variable frequency drives; the standby generator will be a separate structure. The project included construction administration assistance, start-up and SCADA programming of the lift station.SCADA programming integrated the treatment plant’s stand-alone intouch system to the pump station via local fiber networks and incorporated high-performance HMI graphic concepts. Specialized VFD ramp control schemes were implemented to soften the impacts of pump starts and stops to the hydraulics of the system. Relevant Experience Josh Wiley PLC Programming/HMI Standards EDUCATIONBachelor of Science, Computer Engineering, University of South Carolina (USC), 2002 REGISTRATIONSOSHA 30 Hour Construction Safety Global Industrial Cyber Security Professional (GICSP), No. 3034 Project Management Professional, No. 1327838 David has 18 years of international experience in providing IT & OT (SCADA) solutions, services, and consulting for water/wastewater, building automation, and power generation. Providing hands-on, design and consulting services that cover the comprehensive control system lifecycle his experience is broad and deep. His primary technical background includes: solutions architecture and assessment, process control and HMI systems design and implementation, risk assessment and mitigation, master planning, data analytics, network design and configuration, installation/construction management, DoD RMF Compliance, and project management. City of Portsmouth, SCADA Master PlanHDR assisted City of Portsmouth with the development of a Master Plan that documented the current state of their SCADA system and served as a guide for future SCADA improvements. Additionally, HDR coordinated with ongoing filter upgrade construction project at the water treatment plant to identify and fast track improvements at the plant identified through the master planning process. Union County, SCADA Master PlanHDR helped the County implement high priority improvements including: development of standards, SCADA network architecture improvements, telemetry system improvements, RTU replacement, alarm management, obsolete equipment replacement,and disaster recovery. To-date, HDR has developed a comprehensive set of master specifications as well as standards and conventions to promote the consistent delivery of process control and SCADA system projects. HDR has also completed the design of a county-wide SCADA system network to allow for secure monitoring and control from central and backup locations including the build-out of a training, testing and validation center. City of Chandler, SCADA Standards and Network AuditHDR is providing the foundational SCADA hardware and software standards for the City’s water treatment facilities. As part of this project HDR is assisting the City in creating the following: Control Panel templates, PLC application programming DFBs, HMI software application programming standards, SCADA architecture, SCADA data historization and archiving, Instrument and Vendor system communications, SCADA network hardware and cybersecurity, SCADA equipment procurement, SCADA software and revision control management, and Control System Roles and Responsibility standards, In addition, HDR is providing physical and logical audits of the existing Pecos SWTP and Airport WTF Foxboro DCS-based control system networks. The SCADA standards address are based on the City preference for Schneider Electric Modicon PLCs and Aveva Wonderware System Platform HMI Software. City of Annapolis Dept of Public Works, Annapolis WTP SCADA Network Security AssessmentHDR is to assist the City of Annapolis conduct a Cybersecurity assessment on their new water treatment plant control system. Montgomery Water Works, Drinking Water Risk and Resiliency Assessment The primary objective of the Risk and Resilience Assessment (RRA) of the Owner’s drinking water system was to identify and prioritize risks and provide guidance to support decisions by the Owner in allocating resources to risk-reduction initiatives. The Owner has determined which mitigation measures to implement for improved resiliency and will implement this list into future master plans. Mitigation measures will address water system resilience regarding physical, operational, and network/financial control system vulnerabilities. Relevant Experience David Brearley, PMP, GICSPCybersecurity EDUCATIONBachelor of Science, College of New Jersey, 1989 REGISTRATIONGlobal Industrial Cyber Security Professional Computer Tech Network+ Certification Security + Server + Comp TIA EC Council Certified Ethical Hacker, No. ECC2160853947 Cisco Certified Network Associate, No. 438214169364HRUG Certified Information System Security Professional, No. 726215 Professional Engineer - Electrical, PA, No. PE048336E Jim is a cybersecurity network engineer with over 30 years of industrial control system and information technology experience in the water, wastewater, manufacturing, and electric industries. He has experience in control system engineering, master planning, industrial networking, cybersecurity, data modeling, database development, and application development. City of Chandler, SCADA Standards and Network AuditHDR is providing the foundational SCADA hardware and software standards for the City’s water treatment facilities. As part of this project HDR is assisting the City in creating the following: Control Panel templates, PLC application programming DFBs, HMI software application programming standards, SCADA architecture, SCADA data historization and archiving, Instrument and Vendor system communications, SCADA network hardware and cybersecurity, SCADA equipment procurement, SCADA software and revision control management, and Control System Roles and Responsibility standards, In addition, HDR is providing physical and logical audits of the existing Pecos SWTP and Airport WTF Foxboro DCS-based control system networks. The SCADA standards address are based on the City preference for Schneider Electric Modicon PLCs and Aveva Wonderware System Platform HMI Software. City of Winston-Salem, Master Plan and AWIA ComplianceThe City of Winston-Salem/Forsyth County Utilities (WSFC Utilities) department operates and maintains the Swann, R.A. Thomas, and R.W. Neilson water treatment plants and several water pump stations. HDR is updating WSFC Utilities’ Water Facilities Master Plan to provide long-term guidance, planning and estimated costs for projects within a five-year planning window and for future capital improvement projects at all three water treatment facilities and associated pump stations over a 20-year planning period. As part of the project, HDR facilitated WSFC Utilities’ AWIA Risk and RRA and ERP activities and integrated the findings into the Water Facilities Master Plan. HDR and Launch! conducted the RRA on 24 critical assets in compliance with the ANSI/AWWA J100 standard. Results of the RRA were documented in a report with critical asset summaries and an implementation plan for mitigation measures and cost-benefit analysis summaries. The RRA involved a series of collaborative in-person workshops with leaders from utility departments, field inspections of critical assets, and development of an RRA report. Following completion of the RRA, HDR developed a consolidated ERP for WSFC Utilities through a series of virtual workshops during the COVID-19 pandemic. The ERP was developed based on existing emergency plans and included response protocols for any type of emergency or event identified as a threat during the RRA. The HDR team will provide training on the ERP for utility staff which includes a virtual tabletop exercise. City of Portsmouth, SCADA Master PlanHDR developed a SCADA Master Plan for a water treatment facility, distribution sites, and collection sites. The Master Plan is comprised of 10 program elements and 30 projects to be implemented in phases over the course of several years. Jim led the development of a new system-wide network architecture consistent with the Purdue Model recommended in the ISA/IEC 62443 standard for industrial control system cybersecurity. The network architecture supports a variety of key recommendations including patch management, antivirus updates, software backups, and network event message monitoring. The architecture also supports the consolidation of process data into a historical database that is readily accessible to business network users and enterprise applications. Relevant Experience Jim Schultz, PE, CISSP, CCNA, GICSPCybersecurity EDUCATIONBS Electrical Engineering, Electrical Engineering, Montana State University, 1998 REGISTRATIONSProfessional Engineer, MT, No. 63196 Professional Engineer, ID, No. 7891 Professional Engineer, WA, No. 31416 Professional Engineer, AZ, No. 54678 Professional Engineer, CA, No. 20190 Terry has over 30 years of experience in electrical and control systems engineering, with an emphasis on public works projects for wastewater and water systems. He provides extensive experience with power distribution systems, PLC/SCADA based control systems, motor control centers, pump controls, VFD applications, and HVAC controls. He also has an accomplished background in standby power systems, street lighting, and specialty systems. City of Cheney, WWTP SCADA System UpgradeTerry upgraded the WWTP SCADA system, which was originally installed in 1994. The original SCADA system consisted of three distributed Siemens TI505 series PLCs linked together using a TIWAY network, and a Genesis by Iconics SCADA workstation located at the Administration Building. The PLC system had suffered minor equipment failures since its original installation mainly due to lightning and transient voltage surges damaging the TIWAY communication modules. Therefore, one of the goals of the project was to eliminate the copper cabling used in the PLC communications network. The other goal of the project was to upgrade the obsolete and maxed out Genesis SCADA package. As part of this upgrade project, the existing TIWAY network was replaced with a fiber optics based industrial Ethernet network to link the three PLCs to the SCADA workstations. The original Genesis SCADA package was replaced with a Rockwell Software RSView package. Two new SCADA workstations were installed, one for the system operators and another for the SCADA system administrator. Terry provided the detailed engineering and provided the installation drawings required for the new fiber optics communications network. He also provided software configuration and programming services to assist the City’s staff with the setup, testing and commissioning of the new RSView SCADA system. Gozzer Ranch DevelopmentTerry provided the electrical and controls design for the installation of a surface water intake pumping station (IPS), a new packaged wastewater treatment plant and UV disinfection system, and the configuration, programming and startup associated with the SCADA software packages for the Gozzer Ranch Golf and Lake Club. The surface water pumping station included the incorporation of a new four bay slow sand filter plant with four submersible pumps ranging from 20 to 60 hp with solid state soft starts, demand based staged pumping, and lead lag control. The 400Amp raw water IPS control system was designed as a low profile low visibility panel scheme to fit in with the local architecture. The water treatment plant included all electrical, instrumentation, controls and SCADA systems for a complete system. All DEQ monitoring requirements were incorporated as well. The wastewater treatment plant and UV disinfection system included redundant influent and effluent pumping systems as well as building services for the project. Terry provided the overall controls and SCADA network design as well as the final emergency power system design, which included a new 400 amp utility service as well as a reduced capacity emergency power system consisting of a 150kW diesel fired tier 1 generator and ATS. Each of the IPS, WTP, and WWTP field instruments are connected to local PLC control systems which are networked and integrated into a dedicated SCADA network. The SCADA architecture integrates the controls of all three water systems into a redundant multiple access HMI. Relevant Experience Terry Stulc, PEAnalysis & Documentation EDUCATIONBS Electrical Engineering, Electrical Engineering, Montana Tech of The University of Montana, 2019 As a controls engineer, Kasey is experienced in process automation and the use of PLCs. He has compiled information about existing automated systems and industrial networks into technical documents and designed HMIs for water and wastewater treatment plants. His experience includes P&ID Interpretation, Java, Python, FactoryTalk SE/ME, RSLogix, Siemens Simatic, and Wonderware Windowmaker. City of Hamilton, SCADA Improvements and Master PlanHDR completed a SCADA master plan for the City of Hamilton which includes a review of existing documentation and existing conditions, application integration services, design review, materials list development/procurement, and installation. City of Whitefish, WTP SCADA Control Panel DesignHDR provided shop quality control panel and instrument loop diagram design for Neely Electric in support of the Whitefish Water Source and Treatment Capacity Expansion Project. UL 508A control panel construction and modification of existing systems encompass the raw water, intake building at Whitefish Lake, main process building with Trident water filter systems, potable and chemical feed booster pumps, combined filter and transfer pumps, backwash supply, and generator annunciation and controls. Overall process control is being converted from multiple PLC brands to the Allen-Bradley Control Logix platform, which includes engineered drawings for one new and six existing control panels. Phased demolition and installation was required to minimize plant disruption during construction and cutover of existing instrumentation is designed to allow for maximum flexibility during implementation in the field. The upgraded system includes new connections to over 280 points, and 139 individual loop diagrams. City of Polson, Well House DesignHDR designed a well house and appurtenances for an existing well in Polson. Work included reviewing the City’s water model for accuracy and confirming the system pressure(s) at the point of connection for the new well pump. Las Vegas Valley Water District, Wells 124 and J8 Site ImprovementsThe District is having two wells installed; Well 124 in Las Vegas and Well J8 in Jean. The project includes the installation of new wells, new concrete foundations, installation of new well pump, piping and appurtenances, site grading, demolition of existing motor, installation of perimeter wall to separate public spaces, and site restoration to match existing landscape. Montana Craft Malt, Montana Malt PlantUnder a tight construction schedule, HDR completed the full control system design for this new malting facility in eastern Montana. HDR initially performed an evaluation of the existing design process (done by others) then rapidly defined a comprehensive scope of work for detailed design completion, construction support and the subsequent startup phase of work. Technical services included PLC programming with complete logic control loops, documentation of the PLC standards, templates, and common function blocks, and implementation of the control logic modifying the HMI programming package to accommodate the new PLC programming. Services during construction included commissioning, inspections, responding to submittals and RFIs, and developing an O&M manual for controls. HDR staff also included a post-commissioning phase for on-site support and troubleshooting given the complex nature of this project and the integration of needed control systems changes on-the-fly. Relevant Experience Kasey LeavellAnalysis & Documentation EDUCATIONBS, Control Engineering and Automation, Technická Univerzita v Košiciach MS, Control Engineering and Automation, Technická Univerzita v Košiciach REGISTRATIONProfessional Engineer, NC, No. 40358 Pavol has more than 18 years of experience in project management, design, and implementation of electrical and control systems for water, wastewater, and pump station facilities. He is and expert in design, specification, and startup of plant instrumentation including PLC programming, HMI database configuration, SCADA development, radio systems and networking design/configuration, and on-site construction support and inspection. Pavol has worked on all phases of large and small projects from predesign to final commissioning. He provides support for completed projects and troubleshooting services to resolve issues in established plants and/or systems. Pavol is actively involved with industry standards development for HMI, mobile systems, SCADA and cybersecurity standards through the International Society of Automation. American Water Services, Tolt Water Treatment Facility SCADA UpgradeHDR provides ongoing I&C support at the Tolt Water Facility, and has provided support since 2001. Beginning with initial operations of the facility, HDR has executed discrete process improvements and water chemistry projects, and most recently completed a SCADA system upgrade. The effort included developing comprehensive recommendations for the upgrades, evaluating SCADA system platforms, and completing the programming of new hardware (servers, workstations and monitors) and software (GE iFix HMI and Proficy Historian). City of Greensboro, SCADA Support Services, Townsend and Mitchell WTPsPavol provided SCADA support services including troubleshooting and testing of the PLCs and HMIs including control network configuration, monitoring, and industrial firewall testing and optimization. Piedmont Triad Regional Water Authority, Miscellaneous Improvements and SCADA Support ServicesHDR is performing automation and on-going SCADA programming for continuous improvements of a 12 MGD membrane Water Treatment Plant. An Allen-Bradley plant, SCADA programming and configuration are part of SCADA On-Call and Improvements services on WTP systems that uses PLCs from the whole spectrum of A/B platforms: ControlLogix, Compact Logix, MicroLogix, and SLC 500. The PTRWA HMI was FactoryTalk SE; HDR helped to develop new Ignition SCADA application and performed validation and completed the configuration to enable informed operation of the systems. HDR continues to serve the client as their preferred go to automation consultant and provides on going PLC, SCADA and Instrumentation On-Call support. Albert D. Seeno Construction Company, Coyote Springs Wastewater and Groundwater Treatment Progressive Design-BuildHDR provided construction-phase services for the $49.5M water and wastewater treatment facilities serving the new Coyote Springs community. The I&C scope included hardware and software, PLCs, SCADA, and programming. HDR provided startup, testing, commissioning, optimization, and O&M. Pavol provided technical leadership for application programming team. Northeast Ohio Regional Sewer District, Automation Program ManagementThis $20M program consisted of significant automation PLC upgrades to Westerly WWTP, HMI improvements across the District, new fiber-optic cable at Westerly, Wonderware stability improvements, nuisance alarm reductions, and other improvements. Relevant Experience Pavol Segedy, PEMaster Plan EDUCATIONMaster of Science, Control Systems Engineering, West Virginia University Institute of Technology (WVU Tech), 1998 Bachelor of Science, Electrical Engineering, West Virginia University Institute of Technology (WVU Tech), 1995 REGISTRATIONNational Council of Examiners for Engineering and Surveying, No. 33156 LEED Accredited Professional Project Management Professional, No. 523427 Professional Engineer - Electrical, NY, No. 103160 Professional Engineer - Electrical, MD, No. 46603 Professional Engineer - Electrical, FL, No. 67793 Professional Engineer - Electrical, SC, No. 26296 Professional Engineer - Electrical, VA, No. 0402054740 Professional Engineer - Electrical, OH, No. 85601 Professional Engineer - Electrical, NC, No. 028463 Professional Engineer - Electrical, KY, No. 24252 Professional Engineer - Electrical, DC, No. PE908106 Billy is a registered professional engineer with over 20 years experience in electrical and control systems design. With a diverse skill set and experience in multiple industries including water/wastewater and power, he has established a reputation for providing quality deliverables while partnering with our clients throughout all phases of the project life-cycle, including system evaluation, planning, design, and implementation system configuration system startup and training. With a focus on Process Control System standards and practices, he partners with our clients as a trusted advisor to provide SCADA, master planning, cyber security assessments, network design, development of Electrical and Instrumentation & Controls, control panel designs, PLC programming and HMI configuration. City of Portsmouth, SCADA Replacement and Upgrade ProjectThe City of Portsmouth Department of Public Utilities (Portsmouth DPU) has initiated a SCADA replacement and upgrade project. The project will be executed in multiple phases. This Task Order is to perform the Radio Path Survey in support of the SCADA master plan. Computer models will be developed including primary and backup polling locations, up to two repeater locations, and up to 85 remote water distribution and sewer collection sites. Computer model results will be issued as well as a technical memorandum, which will provide recommendations. The results of the modeling will be used to determine the most appropriate technology to be used for the SCADA system upgrades. Howard County Maryland, Little Patuxent Water Reclamation Plant Biosolids Processing Facilities ImprovementsHDR completed a SCADA assessment and developed a plan for recommended improvements to address reliability and vulnerability concerns for the plant process control system. The project included a cyber-security assessment and development of a plan to address identified vulnerabilities. Union County, SCADA Master PlanHDR completed an evaluation of installed control system assets and developed a $21M, 5+ year SCADA Master Plan with 32 improvement projects to modernize their SCADA system, develop standards, replace obsolete and proprietary components, and build a secure county-wide network with improved communication and data management with support for enterprise integration. HDR was also selected to provide implementation services and to date has completed 5 projects identified in the master plan. Two Rivers Utilities, SCADA Master Plan Water and WastewaterHDR completed a SCADA Master Plan for the Two Rivers Utilities Water and Wastewater Systems. Project included site visits and documenting the current state of equipment for three wastewater treatment plants and one water treatment plant and other key sites. Alexandria Renew Enterprises, Advanced Wastewater Treatment Plant SCADA Master Plan UpdateHDR developed an updated Master Plan that documented the current state of their SCADA system and served as a guide for future SCADA improvements. Additionally, AlexRenew was experiencing critical system stability issues with the existing SCADA software that required an accelerated upgrade of the HMI system to be conducted in parallel with the development of the overall Master Plan. Project included a gap analysis and development of the functional requirements for the emergency replacement of the HMI to migrate from Simatic WinCC resulting in a $20M, 7-year program for implementation of SCADA system improvements. Relevant Experience Billy Fox, PE, LEEP APQA/QC 2150 Analysis Drive, Suite A Bozeman, MT 59718 hdrinc.com We practice increased use of sustainable materials and reduction of material use. © 2021 HDR, Inc., all rights reserved