Proposal for Services

1. Risk Identification
2. Risk Mitigation Strategy

 

2. Operational Items
   1. Outage Schedule 

 

Appendixes:

 

Appendix 1: Substation reference SLD’s, bus layout, location and protection & control drawings

Appendix 2:  Detailed Cost Estimate

 

 

PPS Content Requirements

 

1. Project Summary

 

Brief Summary of the project scope, total capital cost, in-service-date

 

2. Scope of Work

 

The scope of work should provide sufficient information in order to demonstrate that the TFO proposal meets the functional specification requirements. The scope of work description should include (but is not limited to) the following categories and sub-categories:

 

1. Transmission Line(s) – one section for each line:
   1. General – such as location, nominal voltage, line length, studies required
   2. Structure type and arrangement
   3. Conductor type, bundled – include overhead shield wire wire description
   4. Meteorological, geotechnical and mechanical design parameters
   5. Line impedance, surge impedance and charging
   6. BIL and current ratings (Nominal and Emergency, winter/summer)
   7. Standards: list all engineering and design standards to be utilized
   8. Recommended Exceptions from Functional Specification: Identify any deviations from the functional specification, AESO interconnection guidelines and/or standards and the AESO operating policies and procedures. Include a brief description addressing the need and/or the benefits from the deviation.

 

2. Substation(s) – one section for each substation:
   1. General – such as location of facility, size, configuration, studies required and major equipment additions c/w description
      •  provide conceptual drawings such as location, Single Line Diagram (SLD), bus layout drawings – provide as reference in Appendixes.
      • Equipment description should include impedances, voltage, BIL, current rating, CT ratios,  where appropriate
   2. Protection and Control: Overview and description of each proposed protection scheme (electrical and non electrical)
   3. SCADA
   4. Standards: list all engineering and design standards to be utilized
   5.  

Recommended Exceptions from Functional Specification: Identify any deviations from the functional specification, AESO interconnection guidelines and/or standards and the AESO operating policies and procedures. Include a brief description addressing the need and/or the benefits from the deviation.

 

1. Communication(s) – one section for each site:
   1. General – location, communication medium (fiber, microwave etc), studies required
   2. Description of proposed development and equipment additions at each site.
   3. Standards: list all engineering and design standards to be utilized
   4. Recommended Exceptions from Functional Specification: Identify and list any deviations from the functional specification, AESO interconnection guidelines and/or standards and the AESO operating policies and procedures. Include a brief description addressing the rational, need and/or the benefits from the deviation.

 

2. Cost Estimates

 

Estimated costs will be required for the Project (broken into system and customer portions, if applicable), the Capital Maintenance and the Exceptions from the Functional Specification and must be identified separately with all assumptions identified.

 

1. Project Cost Estimate:  are those estimated costs directly related to the proposed project as described in the Functional Specification. Sufficient site visits, engineering, design and due diligence must be completed to achieve an accuracy range of minus 10% to plus 20%. The estimated cost and supporting information for the estimate must  include as a minimum the following information:

 

1. Cost estimate: This is the base cost estimate that is to be completed in substantially the same form as the Service Proposal Estimate available on the AESO web-site and is for only those facilities, standards, configurations and guidelines that are requested in the Functional Specification.

•  For larger projects with multiple locations, it may be beneficial to provide a project cost summary in the body of this document with the detailed Service Proposal Estimate attached in the Appendix. A recommended layout/structure is provided in the Service Proposal Estimate template
  2. Probability[1]

 Assessment: probability that the estimated cost will be met, and/or, probability the costs will be within the estimated range.  This would typically be done on estimates greater than $1M dollars and there may be a requirement for this on estimates less than $1M dollars from time to time. Provide basis and methodology c/w calculations, graphs or any other information to support results

1. Contingency Costs Rationale:

• describe what is included and why this is not included in the minus 10% to plus 20% accuracy range
• Provide  basis and methodology c/w calculations
  2. Assumptions: list all pertinent remarks that impact costs and schedule that are not listed in the Scope of Work above. An assumptions list could contain remarks concerning project conditions in the following areas; environmental(i.e. design loading criteria, soil, terrain, winter/summer construction, brushing), project schedule, outage constraints, labor and material market conditions, standards, studies, source of the costs listed in the estimate and potential sensitivities of estimates to market fluctuations (i.e steel prices, foreign exchange)

 

2. Maintenance Cost Estimate: are the estimated costs for planned or unplanned work which can be carried out in conjunction with the proposed project, but is not required to meet the intent of the project. The estimated cost should  include as a minimum the following information:

 

1. Capital Maintenance Summary: A brief description of the proposed work and a description of potential savings and overlaps with the main project
2. Cost estimate: completed in substantially the same form as the Service Proposal Estimate available on the AESO web-site
3. Rationale for the Maintenance given the project work
4.  Scheduling: timing of the work relative to the main project schedule (i.e. will capital maintenance be delayed to coincide with project schedule)

 

3. Estimate for Exceptions from Functional Specification: Provide an individual estimate for each of the incremental costs or savings that could  result from each of the proposed exceptions from the Functional Specification

 

 

2. Schedule

 

The AESO prefers the schedule to be provided as a MS Project Gantt chart both in paper and electronically.  The schedule will allow the AESO, TFO and customer (if applicable) to share a common timeline throughout the project life and provide a single source for this schedule.

 

Project Schedule Information must be composed of, as a minimum, the following four categories and sub-categories with sufficient information to manage the project. 

 

1. Approvals
   1. AESO direction
   2. Facilities Application
   3. EUB Permit and License
   4. EUB Connection Order

 

2. Transmission Line(s):
   1. Engineering Schedule

1. Preliminary engineering
2. Detailed engineering

 

2. Procurement Schedule

Timeline to include a single beginning and end date for procurement of major (conductor, poles, insulators) and miscellaneous materials (hardware)

 

3. Construction Schedule

Timeline to include beginning and end date for construction and installation of foundations, assembly, erections and stringing

 

4. Commissioning Schedule

Timeline to include beginning and end date for commission activities

 

3. Substation(s):

1. Engineering Schedule

1. Preliminary engineering
2. Detailed engineering

 

2. Procurement Schedule

Timeline to include a single beginning and end date for procurement of major (transformers, breakers, instrument transformers, capacitor banks, reactors, steel, etc.) and miscellaneous materials (hardware, bus pipe, conductor, etc)

 

3. Construction Schedule

Timeline to include a single beginning and end date for construction and installation for site preparation, foundations, assembly and erections, equipment installation, protection and controls, functional checks and testing

 

4. Commissioning Schedule

Timeline to include beginning and end date for commissioning activities

 

 

1. Communication(s):

1. Engineering Schedule
   1. Preliminary engineering
   2. Detailed engineering

 

2. Procurement Schedule

Timeline to include beginning and end date for procurement of major (radios, multiplexers, towers, etc.) and miscellaneous materials (hardware)

 

3. Construction Schedule

Timeline to include beginning and end date for construction and installation for site preparation, foundations, assembly and erections, equipment installation, functional checks and testing

 

4. Commissioning Schedule

Timeline to include beginning and end date for commissioning activities

 

2. In-Service-Date (ISD)

Milestone date when the project is energized and useful

 

2. Project Risks

 

1. Risk Identification: Identify project risks c/w description including the impact to the project and the project schedule should the risk materialize.
2. Risk Mitigation Strategy: Describe mitigation strategies, where applicable.

 

3. Operational Issues

 

1. Outage Schedule: Provide an outage schedule which highlights the major outages required, the duration of such outages and the impacts to other operational facilities in the area.