HomeMy WebLinkAboutSIGNED - Task Order No1
KIEFER CONSULTING SERVICES
TASK ORDER NO. 1
This Agreement is made and entered into as of the 2nd day of January 2025 by and between South
Tahoe Public Utility District, hereinafter referred to as "DISTRICT" and Kiefer Consulting hereinafter
referred to as "CONSULTANT".
In consideration of the mutual promises, covenants, and conditions as addressed in the Master Agreement
dated December 19, 2024 and as specifically hereinafter set forth, the parties do hereby agree as follows:
l.PURPOSE
The purpose of this Task Order No. 1 is for CONSULTANT to provide Design and Development Services
for Water Loss consulting services for the primary goal of design and development of data warehouse
and water loss reports for the District.
2.SCOPE OF WORK
A full description of services is contained in CONSULTANT’s written proposal and further outlined as
Task 1-6. Said proposal is attached hereto, market as Exhibit “A,” and incorporated herein by this
reference as part of this Task Order.
3.STAFFING
Services will be under the direction of Lauren Smalley, Project Manager, PMP, CSM. CONSULTANT
shall not change staffing without approval by DISTRICT. Any changes shall provide for
equivalent qualifications as far as possible and practical.
3.TIME OF PERFORMANCE
CONSULTANT anticipates work will begin January 6, 2025 after Notice to Proceed is issued. All work
must be completed on or before December 31, 2025.
4.PAYMENT
Payment to CONSULTANT for services performed under this Task Order shall be as provided in Article
of the 12/19/2024 Master Agreement and shall not exceed the amount of Two Hundred Twenty-Seven
Thousand Dollars ($227,000) unless scope of work is changed, and an increase is authorized by the
DISTRICT.
2
6.INSURANCE COVERAGE
CONSULTANT's Errors & Omissions coverage shall be $1,000,000 aggregate with a deductible of not
more than $500,000 for the duration of this Task Order.
7.EFFECTIVE DATE
This Task Order No. 1 will become effective upon execution by both parties and shall serve as a
Notice to Proceed upon execution by District.
IN WITNESS WHEREOF, this Agreement is executed by the General Manager and Clerk of the Board of the
South Tahoe Public Utility District, and CONSULTANT has caused this Agreement to be executed the day and
year first above written.
PAUL HUGHES, GENERAL MANAGER
ATTEST _______________________________________________________
MELONIE GUTTRY, CLERK OF BOARD
KIEFER CONSULTING
By:
DATE
Ben Cox, PMP, CSM
President
PMP Certificate No. 2241093
Jan 2, 2025
Paul Hughes (Jan 2, 2025 14:21 PST)
Paul Hughes
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
18
4.Task Overview
4.1. Task 1: Kick-Off Meeting & Project Management Plan
Effective project management helps identify/reduce risk and add value. Kiefer’s project managers are
certified by the Project Management Institute as Project Management Professionals. Kiefer utilizes
proven aspects of the Project Management Institute’s (PMI) Project Management Body of Knowledge
(PMBOK®) on every engagement. The Kiefer Project Manager will work with the District Project
Manager and key stakeholders to develop a comprehensive Project Management Plan (PMP) and
Project Schedule. The PMP will incorporate the task outline, deliverables, schedule and core team
responsibilities into a comprehensive approach to delivering the solution.
The proposed Kiefer Senior Project Manager, Lauren Smalley, has years of experience managing
similar projects for government agencies and understands the importance of maintaining a detailed
project schedule. Lauren regularly prepares formal project plans, provides status updates in written
and verbal formats, and presents progress updates and weekly briefings to management as
requested by client stakeholders.
The proposed Project Schedule will be submitted to the District project manager for review and
approval at the start of the project. This schedule will include all phases, milestones, activities, detailed
tasks and specified deliverables, along with resource requirements from both Kiefer and the District.
Any changes or updates to this project schedule will be reported to the District team at
recommended weekly project status meetings.
The Kiefer team will coordinate with District stakeholders to host a project kick-off and strategy
session that will communicate the project vision. This session will define the key District concepts,
critical success factors, and ensure that these are captured to serve as guideposts throughout the
course of the project. The kickoff session will include team introductions, stakeholder review,
validation of project goals, objectives and milestones, and an overview of the proposed project
schedule. We also recommend planning for weekly status meetings with the project team
stakeholders, as these sessions can serve as key planning sessions to monitor progress and plan for
upcoming tasks.
In any project, it is also important to plan for changes in business requirements to successfully
manage project schedule, budget, and scope impacts. The Kiefer team will review the District change
management processes.
To ensure consistently clear communications, Kiefer will ensure that the project schedule remains
available to all project stakeholders by posting the latest version in an online project site repository (to
be created in the District’s environment). By tracking task progress and completion, Kiefer will also
identify risks to the project objectives whether technical or process in nature and provide reporting
regarding risk mitigation to ensure the success of project goals.
Exhibit A
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
19
Deliverable: Finalized Project Management Plan
4.2. Task 2: Conduct Staff Interviews to Identify Reporting Needs
Kiefer’s team will build on the foundation established in Task 1 by conducting a series of structured
staff interviews to identify the District’s current and future water loss reporting needs. These interviews
will help ensure that the solution we develop is precisely aligned with the District’s goals, leverages
existing resources, and addresses any gaps in data collection and reporting capabilities.
Leveraging the project management framework established in Task 1, Kiefer will coordinate with the
District’s Project Manager to schedule and plan the interviews, ensuring all relevant stakeholders are
included. The interviews will focus on understanding the District’s current water loss tracking methods,
existing data sources, and any challenges in accessing, compiling, or analyzing this data. We will
prioritize understanding the District’s vision for enhanced water loss reporting and gather detailed
insights on both the technical and business requirements for reporting.
During the interviews, Kiefer will also assess the District's current expertise with Amazon Redshift and
identify areas where training or streamlined processes can support the effective use of this technology
for reporting.
To document the findings and facilitate alignment, the Kiefer team will create a technical
memorandum summarizing the results of the interviews, including current and potential future
reporting needs, currently available technology in the District, and a gap analysis highlighting areas
where additional data or technology may be required. This memorandum will include Kiefer’s high-
level recommendations on how to streamline reporting and automate data collection to reduce
manual effort and improve data accuracy.
Kiefer’s project manager will work closely with our technical experts to ensure that the approach
remains structured, transparent, and consistent with the District’s overall project management
processes. To keep the project moving forward smoothly, Kiefer will host a workshop to present the
findings and discuss the implications for deployment costs and the broader business model. This
workshop will serve as a critical milestone, allowing the District to provide feedback and ensure that all
identified needs and requirements are incorporated into subsequent tasks.
Deliverable: Technical memorandum outlining current reporting needs, data inventory, gaps, and
high-level recommendations.
Workshop: Discussion of inventory and implications for deployment costs and business model.
Exhibit A
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
20
4.3. Task 3: Conduct a technology assessment and design a plan to
improve efficiencies in data collection
Kiefer will perform a technology assessment focused on optimizing the District’s water loss reporting
capabilities. This assessment will build on the findings from Task 2 and provide the foundation for
developing a streamlined data environment that supports efficient, automated reporting. Kiefer’s
approach will ensure that the District has a clear understanding of its current technology landscape
and a detailed plan for future improvements. The following activities will be conducted to complete
the technology assessment:
Pre-Assessment Planning
Kiefer will begin by confirming the assessment’s goals and objectives with the District to ensure
alignment with business reporting needs and water loss reduction strategies. This stage will include:
▪Defining the District’s specific reporting and data collection objectives for water loss
management.
▪Identifying relevant data sources, applications, and systems that impact water loss reporting.
▪Engaging stakeholders and technology contacts to establish a baseline understanding of the
District’s technology and data environment.
▪Reviewing current documentation to gain insight into existing systems, data flow, and
technology utilization, ensuring we are prepared to engage in meaningful discussions with key
District staff.
Review of Current Technology Landscape
Kiefer will perform a detailed review of the District’s existing data sources and technology
environment, focusing on those components most relevant to water loss reporting and regulatory
compliance. This review will include:
▪Assessment on how water loss data is captured, stored, and processed across existing
systems.
▪Identification of silos, bottlenecks, and inefficiencies that hinder data integration and
reporting.
▪Review of current licensing agreements, vendor relationships, and the potential for system
consolidation to reduce costs.
▪Evaluation of the tools used for data storage and reporting, such as databases, spreadsheets,
and any existing business intelligence tools.
▪Assessment on how well the current environment supports the District’s future reporting
needs, such as increased data volumes or on-demand reporting.
Deliverable: Technical Memorandum summarizing the District’s current available data and technology,
along with a Technology and Data Warehouse Plan to improve data collection efficiency and
streamline reporting.
Exhibit A
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
21
Workshop: Discussion of Needs Assessment and Gap Analysis Findings. Kiefer will conduct a
workshop to present the findings, validate assumptions, and collaboratively refine the strategic plan
with the District’s stakeholders.
4.4. Task 4: Data Warehouse Analysis and Design
The objective of this task is to analyze and design a scalable and efficient data warehouse to support
the District’s water loss reporting, decision-making, and analytics needs. This data warehouse will
centralize data from multiple sources, ensure data integrity, and provide the foundation for effective
reporting and visualization through Power BI.
During the analysis phase a minimum viable product will be identified to ensure a working data
warehouse is delivered within the defined budget. It is likely that a subset of source data will be
identified for this phase of the data warehouse build. Data processing / ETL frequency will be
identified and addressed accordingly.
Data Warehouse Infrastructure Review/Setup
Kiefer will perform a comprehensive assessment of the infrastructure supporting the data warehouse
and ETL processes. This review will ensure that the underlying technology is robust, scalable, and
capable of handling the District's current and future reporting needs. Our infrastructure team will
provide specific details on server configurations, network capabilities, and cloud service integrations (if
applicable) to ensure optimal performance.
Kiefer will prioritize using the District’s current technologies, such as SSRS, SQL Server, and Power BI,
to develop customized water loss reports. Kiefer will leverage Amazon's Redshift JDBC or ODBC driver
or use Npgsql for connecting via PostgreSQL-compatible drivers (since Redshift is based on
PostgreSQL).
Requirements Gathering and Architecture Design
The first step involves working closely with District to fully understand the data requirements, source
systems, and reporting needs. Key actions include:
▪Conducting Stakeholder Interviews: Engaging key District stakeholders to gather business and
technical requirements.
▪Assessing Data Sources: Reviewing all relevant data sources, billing systems, field data
collection systems, and any other relevant datasets.
▪Data Mapping: Defining the relationships between source systems and mapping the required
data to be ingested into the data warehouse.
▪High-Level Data Architecture Design: Developing a blueprint for the data warehouse that
defines the data architecture, storage layers, data models, and how data will flow between
systems.
Exhibit A
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
22
▪Infrastructure Considerations: Collaborating with District’s IT department to assess cloud or
on-premise infrastructure requirements, taking into account factors such as scalability,
performance, and security.
Data Modeling and Optimization
The data warehouse will be designed to support fast and efficient querying and reporting through
Power BI. Our approach includes:
▪Dimensional Modeling: Implementing a star or snowflake schema to optimize query
performance for District’s specific reporting needs, ensuring that data is easily accessible for
Power BI dashboards.
▪Data Partitioning and Indexing: Utilizing best practices for data partitioning and indexing to
enhance performance, particularly for large datasets or frequently accessed tables.
▪Aggregation and Summarization: Creating summary tables and pre-aggregated data for
high-level reporting, while also allowing drill-down capabilities for more granular analysis.
Security and Data Governance
Kiefer will ensure that the data warehouse adheres to District’s security policies and complies with
relevant data regulations. We will:
▪Role-Based Access Control: Implement fine-grained access controls to ensure only authorized
personnel can view or modify sensitive data.
▪Audit and Monitoring: Set up audit trails and monitoring to track data access and changes,
ensuring accountability.
▪Data Masking and Encryption: Apply data masking and encryption techniques where required,
particularly for personally identifiable information (PII) or other sensitive data.
▪Backup and Disaster Recovery: Establish a backup and recovery plan to ensure data continuity
and integrity in the event of system failure or data corruption.
4.5. Task 5: Data Warehouse Implementation
The objective of this task is to implement the data warehouse as designed. This task includes testing
and validation as well as the actual data warehouse deployment. Throughout this task, as well as the
engagement in general, the District will benefit from Kiefer’s knowledge transfer practice that we have
honed over 35 years of working with public sector organizations. The goal of implementing the data
warehouse is, ultimately, for the District to have a data warehouse that meets the identified needs and
for District staff to be self-sufficient.
Data Integration and ETL Processes
Kiefer’s approach to ETL is crucial in facilitating accurate and timely data loading into the warehouse.
We will review all ETL processes and identify common issues, including:
▪Missing or improper use of data
▪Inefficient data transformations
Exhibit A
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
23
▪Lack of proper error handling and logging
▪Neglecting metadata and version control
To identify these issues, Kiefer will employ a variety of methods, such as:
▪Visual inspection of ETL processes
▪Examination of existing logs and implementation of improved logging
▪ETL performance profiling
▪Use of third-party tools, such as Redgate SQL Monitor, for enhanced monitoring and
optimization.
Considering the District’s response that the water production data is captured in Aveva Wonderware
Historian with a Microsoft SQL Server front-end, Kiefer will focus on ensuring that ETL processes are
optimized to integrate with these systems. Kiefer will design ETL workflows that support high-volume
data processing and adhere to best practices for handling water consumption and production data.
Building a reliable ETL process is critical for integrating data into the warehouse. Subprocesses here
include the following:
▪ETL Design: Design an automated ETL process to pull data from source systems, transform it
into a consistent and structured format, and load it into the data warehouse.
▪Data Cleansing: Implement data validation, transformation, and cleansing rules to ensure the
accuracy and quality of the data stored in the warehouse.
▪Scheduling and Automation: Configure the ETL process to run on a regular schedule to
ensure timely updates of data. The process will include logging and error-handling
mechanisms to ensure reliability.
▪Data Consolidation: Where necessary, we will consolidate disparate data from multiple
sources to create a unified view of data within the warehouse, enabling advanced analytics.
Data Warehouse Testing and Validation
Before the data warehouse goes live, rigorous testing will be conducted to ensure its reliability and
accuracy:
▪Unit Testing: Testing individual components of the ETL process, data models, and integrations
to ensure they function correctly.
▪System and Integration Testing: Ensuring that data from all source systems is accurately
represented in the warehouse, validating that data flows smoothly through the entire process.
▪Performance Testing: Evaluating the performance of the data warehouse under different load
conditions to ensure it can handle large volumes of data efficiently.
▪Data Quality Validation: Conducting thorough data quality checks, including accuracy,
completeness, and consistency, across all key datasets.
Ongoing Maintenance and Optimization
Post-deployment, Kiefer will offer ongoing support to optimize and maintain the data warehouse:
Exhibit A
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
24
▪Performance Monitoring: Regularly monitoring performance and conducting tuning activities
to ensure optimal system performance.
▪Scalability Planning: Ensuring that the data warehouse can scale over time as District’s data
volumes grow or new data sources are added.
Deployment
Once the data warehouse is validated, the deployment process will include:
▪Go-Live Deployment: Migrating the data warehouse to the production environment, ensuring
all data process are live and functioning as expected.
▪Admin Training and Knowledge Transfer: Offering training sessions to District’s technical and
business teams to ensure they can maintain the data warehouse and continue developing
Power BI reports independently.
4.6. Task 6: Create customized reports relating to water loss (previously
Task 4)
Kiefer recognizes that effective reporting is critical for the District to manage and reduce water loss.
Our approach involves designing and developing customized reports that are not only user-friendly
but also leverage the District’s data effectively. This process includes an initial review of the data
warehouse design, extract, transform, load (ETL) processes, and the creation of web-based reports
accessible to stakeholders.
Before ETL analysis, Kiefer will conduct a thorough review of the data warehouse design and
infrastructure to ensure it aligns with best practices for reporting and analytics. Given that the District
currently leverages Amazon Redshift for water consumption data and does not have internal expertise
on Redshift’s query language, Kiefer will ensure that any modifications to the star schema design are
compatible with the District’s existing data environment. Our team will provide guidance and
documentation to support ongoing data modeling and query optimization using Redshift’s
capabilities.
Customized Reporting Development
Once the data warehouse and ETL processes are optimized, Kiefer will focus on developing
customized reports tailored to the District’s water loss management needs. Our approach will include:
Report Design Workshops: We will conduct up to five workshops with District staff to gather
requirements, discuss the design of reports, and ensure alignment with user needs.
Report Creation: Utilizing the technology identified in our assessments, Kiefer will develop up to five
web-based water loss reports. These reports will leverage Power BI for dynamic visualization and easy
access, providing stakeholders with actionable insights into water loss metrics and trends.
Exhibit A
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
25
Testing and Validation: Each report will undergo rigorous testing and validation to ensure accuracy
and functionality within the District’s systems. Kiefer will also provide documentation outlining
operating procedures and maintenance requirements for the reports.
Support and Warranty: Because Kiefer proposes delivering a solution that can be significantly altered
by District users and will receive regular, automatic updates once the engagement with Kiefer has
concluded, Kiefer will, if awarded, negotiate support and warranty details with the District.
Deliverables: District-Approved Reports: Functionality validated in writing by the District.
Written Procedures: Comprehensive documentation detailing how to operate, maintain, and edit the
delivered reports.
Workshops: Kiefer will facilitate up to five workshops for each report to collaborate with District staff
on design specifications, data requirements, and final demonstrations. This iterative process will
ensure that the reports not only meet but exceed the District's expectations for water loss reporting.
Exhibit A
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
26
5.Hours, Budget and Rates
Principal(s) Principal(s) Consultant Sr. Project
Manager
SUBTOTAL SUBTOTAL
Team Scott
Morrison
Scott
Roberts
Jason Lofing /
Max Jenkins
Lauren
Smalley
ALL HOURS COST
Rates $185 $185 $165 $185
Tasks
Task 1: Kickoff and
Project
Management Plan
8 8 8 24 48 $8,720
Task 2: Conduct
Staff Interviews to
Identify Reporting
Needs
0 60 60 30 150 $26,550
Task 3: Conduct a
technology
assessment and
design a plan to
improve
efficiencies in data
collection
60 40 40 36 176 $31,760
Task 4: Data
Warehouse
Analysis and
Design
100 60 40 48 248 $45,080
Task 5: Data
Warehouse
Implementation
160 90 40 70 360 $65,800
Task 6: Create
customized reports
relating to water
loss
60 80 80 54 274 $49,090
TOTALS 388 338 268 262 1256 $227,000.00
Exhibit A
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
27
6.Work Plan
Task Name Duration Hours Start Finish Resource Names
STPUD - Discovery, Design, Build Data
Warehouse and Create 5 Reports for Water
Loss Reporting
270 days 1,256 hrs Mon 11/25/24 Fri 12/19/25
Task 1 - Kick-Off Meeting & Project
Management Plan 15 days 48 hrs Mon 11/25/24 Tue 12/17/24
Project Initiation Activities / contract
execution (access, contract requirements) 5 days 24 hrs Mon 11/25/24 Tue 12/3/24 Kiefer PM / STPUD PM
[60%]
Project Kick-off Session 0 days 0 hrs Tue 12/3/24 Tue 12/3/24 Full Team
Draft Project Management Plan 5 days 16 hrs Wed 12/4/24 Tue 12/10/24 Kiefer PM [40%]
Milestone: Project Management Plan
submitted to STPUD 0 days 0 hrs Tue 12/10/24 Tue 12/10/24 Kiefer PM
Review & refinement of PMP 5 days 8 hrs Wed 12/11/24 Tue 12/17/24 Kiefer PM / STPUD PM
[20%]
Deliverable: Final PMP 0 days 0 hrs Tue 12/17/24 Tue 12/17/24
Task 2 - Conduct Staff Interviews to
Identify Reporting Needs 28 days 150 hrs Wed 12/18/24 Wed 1/29/25
Stakeholder register: Identify STPUD staff
for interviews 5 days 60 hrs Wed 12/18/24 Thu 12/26/24 Kiefer PM / STPUD PM
[150%]
Schedule Interviews 3 days 24 hrs Fri 12/20/24 Thu 12/26/24 Kiefer PM / STPUD PM
Assumed pause for holidays given RFP
Project Schedule 7 days 0 hrs Mon 12/23/24 Fri 1/3/25
Conduct Interviews (Preliminary
Recommendations) 10 days 26 hrs Mon 1/6/25 Fri 1/17/25
Interview 1: (IT/Tech Unit) 1 day 8 hrs Mon 1/6/25 Mon 1/6/25 Technical Teams
Interview 2: (Business Unit) 1 day 6 hrs Thu 1/9/25 Thu 1/9/25 Technical Teams /
Business Unit(s) [75%]
Interview 3: (Business Unit) 1 day 6 hrs Tue 1/14/25 Tue 1/14/25 Technical Teams /
Business Unit(s) [75%]
Interview 4: (IT/Tech Unit - Review prelim
findings) 1 day 6 hrs Fri 1/17/25 Fri 1/17/25 Technical Teams [75%]
Draft Technical Memorandum 5 days 32 hrs Mon 1/20/25 Fri 1/24/25 Kiefer Technical Team
[80%]
Conduct Workshop to review findings /
Technical Memorandum 1 day 8 hrs Wed 1/29/25 Wed 1/29/25 Technical Teams
Deliverable: Technical Memorandum
(Recommendations: reports needed,
inventory, needs and gaps)
0 days 0 hrs Wed 1/29/25 Wed 1/29/25
Exhibit A
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
28
Task 3 - Conduct a Technology Assessment
and design a plan to improve efficiencies in
data collection
38 days 176 hrs Thu 1/30/25 Mon 3/24/25
Design Discussions with IT: Data Warehouse
requirements, current licensing, system
reviews
10 days 60 hrs Thu 1/30/25 Wed 2/12/25 Technical Teams [75%]
Draft Technology Assessment / Data
Warehouse Plan - Needs assessment & Gap
Analysis Findings
10 days 60 hrs Thu 2/13/25 Wed 2/26/25 Kiefer Technical Team
[75%]
Design Discussions: Conceptual, Logical and
Physical Designs for Data Warehouse 10 days 40 hrs Thu 2/27/25 Wed 3/12/25 Technical Teams [50%]
Conduct Workshop(s) to review Technology
Assessment (Data Warehouse Plan) 5 days 16 hrs Thu 3/13/25 Wed 3/19/25 Technical Teams [40%]
Deliverable: Technnology Assessment
(Data Warehouse Plan) 0 days 0 hrs Mon 3/24/25 Mon 3/24/25
NEW - TASK 4 - Data Warehouse Analysis
and Design 30 days 224 hrs Mon 3/24/25 Mon 5/5/25
Infrastructure Setup 15 days 120 hrs Mon 3/24/25 Mon 4/14/25 STPUD Technical
Procure licensing / create admin accounts /
create VMs 5 days 0 hrs Mon 3/24/25 Mon 3/31/25 STPUD Technical
Network Configuration: For data transfer /
access 5 days 0 hrs Mon 3/31/25 Mon 4/7/25 STPUD Technical
Setup secure On-Premise data source
connections 5 days 0 hrs Mon 4/7/25 Mon 4/14/25 STPUD Technical
STPUD to provide Kiefer team with access /
validation 3 days 8 hrs Tue 4/15/25 Thu 4/17/25 Technical Teams [33%]
Provision Data Warehouse in partnership
with STPUD 0 days 0 hrs Thu 4/17/25 Thu 4/17/25 Technical Teams
Data Modeling 15 days 96 hrs Tue 4/15/25 Mon 5/5/25
Design fact / dimension tables 10 days 40 hrs Tue 4/15/25 Mon 4/28/25 Kiefer Technical Team
[50%]
Normalization and denormalization 10 days 32 hrs Tue 4/15/25 Mon 4/28/25 Kiefer Technical Team
[40%]
Metadata: Define and management
approach 5 days 24 hrs Tue 4/29/25 Mon 5/5/25 Kiefer Technical Team
[60%]
NEW - TASK 5: Data Warehouse
Implementation 69 days 384 hrs Tue 5/6/25 Tue 8/12/25
ETL Development 26 days 144 hrs Tue 5/6/25 Wed 6/11/25
Census Data Feed 13 days 72 hrs Tue 5/6/25 Thu 5/22/25
Extract: Develop extraction process and
intervals 5 days 24 hrs Tue 5/6/25 Mon 5/12/25 Kiefer Technical Team
[60%]
Exhibit A
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
29
Transform: Data cleansing / transform and
integrate 10 days 32 hrs Tue 5/6/25 Mon 5/19/25 Kiefer Technical Team
[40%]
Load data into the data warehouse 3 days 16 hrs Tue 5/20/25 Thu 5/22/25 Kiefer Technical Team
[67%]
Wonderware Historian Data Feed 13 days 72 hrs Fri 5/23/25 Wed 6/11/25
Extract: Develop extraction process and
intervals 5 days 24 hrs Fri 5/23/25 Fri 5/30/25 Kiefer Technical Team
[60%]
Transform: Data cleansing / transform and
integrate 10 days 32 hrs Fri 5/23/25 Fri 6/6/25 Kiefer Technical Team
[40%]
Load data into the data warehouse 3 days 16 hrs Mon 6/9/25 Wed 6/11/25 Kiefer Technical Team
[67%]
Data Integration / Testing and Training 30 days 152 hrs Thu 6/12/25 Thu 7/24/25
Integrate data from on-premise sources 5 days 24 hrs Thu 6/12/25 Wed 6/18/25 Kiefer Technical Team
[60%]
Unit testing 5 days 40 hrs Thu 6/19/25 Wed 6/25/25 Kiefer Technical Team
System testing 5 days 40 hrs Thu 6/26/25 Wed 7/2/25 Kiefer Technical Team
User Acceptance Testing 5 days 0 hrs Wed 7/2/25 Thu 7/10/25 STPUD Technical
System / integration refinements 5 days 40 hrs Fri 7/11/25 Thu 7/17/25 Technical Teams
Training: Admin - Knowledge Transfer 5 days 8 hrs Fri 7/18/25 Thu 7/24/25 Technical Teams [20%]
Maintenance / Optimization 16 days 48 hrs Thu 6/19/25 Fri 7/11/25
Deliverable: Disaster/Backup and Recovery
Plan 8 days 24 hrs Thu 6/19/25 Mon 6/30/25 Kiefer Technical Team
Deliverable: Maintenance Plan
(performance/issue monitoring,
query/storage optimization)
8 days 24 hrs Tue 7/1/25 Fri 7/11/25 Kiefer Technical Team
[38%]
Deployment 13 days 40 hrs Fri 7/25/25 Tue 8/12/25
Migrate current data into the data
warehouse 5 days 16 hrs Fri 7/25/25 Thu 7/31/25 Kiefer Technical Team
Delta migrations prior to go-live - repeat as
needed 3 days 16 hrs Fri 8/1/25 Tue 8/5/25 Kiefer Technical Team
Data Warehouse Go-Live Date - Proceed
with Report creation 0 days 0 hrs Tue 8/5/25 Tue 8/5/25 STPUD Technical
Establish and validate data refresh cycles 5 days 8 hrs Wed 8/6/25 Tue 8/12/25 Kiefer Technical Team
REV - Task 6 - Create customized reports
relating to water loss 85 days 274 hrs Tue 8/12/25 Fri 12/12/25
Define report standards or
framework/template, access/accessibility
requirements
5 days 24 hrs Wed 8/13/25 Tue 8/19/25 Technical Teams [60%]
Exhibit A
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
30
STPUD to provide branding
standards/guidelines 0 days 0 hrs Tue 8/12/25 Tue 8/12/25 STPUD Technical [0%]
Report #1: (TBD) 17 days 50 hrs Wed 8/13/25 Fri 9/5/25
Report requirements definition / mockups 3 days 8 hrs Wed 8/13/25 Fri 8/15/25 Kiefer Technical Team
[33%]
Create draft in Dev environment 3 days 8 hrs Wed 8/13/25 Fri 8/15/25 Kiefer Technical Team
[33%]
Workshop #1: Review with STPUD IT /
Business Unit in Dev environment 1 day 4 hrs Mon 8/18/25 Mon 8/18/25 Technical Teams [50%]
Refinements in Dev 2 days 4 hrs Tue 8/19/25 Wed 8/20/25 Kiefer Technical Team
[25%]
Promote to Test environment 1 day 1 hr Thu 8/21/25 Thu 8/21/25 Kiefer Technical Team
[13%]
Workshop #2: Review with STPUD IT /
Business Unit in Test environment 1 day 4 hrs Fri 8/22/25 Fri 8/22/25 Technical Teams [50%]
User Acceptance Testing: STPUD IT /
Business Unit 3 days 2 hrs Mon 8/25/25 Wed 8/27/25 Technical Teams /
Business Unit(s) [8%]
Refinements in Dev 2 days 4 hrs Thu 8/28/25 Fri 8/29/25 Kiefer Technical Team
[25%]
Promote to Test 1 day 1 hr Tue 9/2/25 Tue 9/2/25 Kiefer Technical Team
[13%]
Draft written procedures for
operating/maintaining/editing reports 3 days 8 hrs Tue 9/2/25 Thu 9/4/25 Kiefer Technical Team
[33%]
Workshop #3: Final Demonstration of
Report 1 day 4 hrs Wed 9/3/25 Wed 9/3/25 Technical Teams /
Business Unit(s) [50%]
STPUD IT Approval to Promote to Prod 0 days 0 hrs Wed 9/3/25 Wed 9/3/25 STPUD Technical
Workshop #4: Review written procedures
with IT Admin team 1 day 2 hrs Fri 9/5/25 Fri 9/5/25 Technical Teams [25%]
Deliverable: Report #1 Complete 0 days 0 hrs Fri 9/5/25 Fri 9/5/25
Report #2: (TBD) 17 days 50 hrs Mon 9/8/25 Tue 9/30/25
Report #3: (TBD) 17 days 50 hrs Wed 10/1/25 Thu 10/23/25
Report #4: (TBD) 17 days 50 hrs Fri 10/24/25 Mon
11/17/25
Report #5: (TBD) 17 days 50 hrs Tue 11/18/25 Fri 12/12/25
Project Completion Deliverables 5 days 0 hrs Mon 12/15/25 Fri 12/19/25
STPUD to confirm receipt / acceptance of all
deliverables 5 days 0 hrs Mon 12/15/25 Fri 12/19/25
Project Closure procedures 2 days 0 hrs Mon 12/15/25 Tue 12/16/25
Exhibit A
South Tahoe Public Utilities District
Proposal for Design and Development Services for Water Loss
31
Deactivate all Kiefer accounts / removal of
any access 1 day 0 hrs Mon 12/15/25 Mon
12/15/25
Issuance of final project invoice(s) 2 days 0 hrs Mon 12/15/25 Tue 12/16/25
Workshop #2: Review with STPUD IT /
Business Unit in Test environment 1 day 4 hrs Mon 12/1/25 Mon 12/1/25
User Acceptance Testing: STPUD IT /
Business Unit 3 days 2 hrs Tue 12/2/25 Thu 12/4/25
Refinements in Dev 2 days 4 hrs Fri 12/5/25 Mon 12/8/25
Promote to Test 1 day 1 hr Tue 12/9/25 Tue 12/9/25
Draft written procedures for
operating/maintaining/editing reports 3 days 8 hrs Tue 12/9/25 Thu 12/11/25
Workshop #3: Final Demonstration of
Report 1 day 4 hrs Wed 12/10/25 Wed
12/10/25
STPUD IT Approval to Promote to Prod 0 days 0 hrs Wed 12/10/25 Wed
12/10/25
Workshop #4: Review written procedures
with IT Admin team 1 day 2 hrs Fri 12/12/25 Fri 12/12/25
Deliverable: Report #5 Complete 0 days 0 hrs Fri 12/12/25 Fri 12/12/25
Project Completion Deliverables 5 days 0 hrs Mon 12/15/25 Fri 12/19/25
STPUD to confirm receipt / acceptance of all
deliverables 5 days 0 hrs Mon 12/15/25 Fri 12/19/25
Project Closure procedures 2 days 0 hrs Mon 12/15/25 Tue 12/16/25
Deactivate all Kiefer accounts / removal of
any access 1 day 0 hrs Mon 12/15/25 Mon
12/15/25
Issuance of final project invoice(s) 2 days 0 hrs Mon 12/15/25 Tue 12/16/25
Exhibit A