Guidelines for Proposal to Provide Service
Contents
1.
Project Summary ..............................................................................................................................2
2.
Scope of Work...................................................................................................................................2
3.
Cost Estimates...................................................................................................................................3
4.
Schedule............................................................................................................................................3
5.
General Assumptions ........................................................................................................................4
6.
Project Risks ......................................................................................................................................5
7.
Operational Items .............................................................................................................................5
8.
Appendix 1 ........................................................................................................................................5
9.
Appendix 2 ........................................................................................................................................5
10. Approvals ..........................................................................................................................................5
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1. Project Summary
The project summary is a brief overview of the project scope, total capital cost, and in-servicedate (ISD).
2. Scope of Work
The scope of work must provide sufficient information to demonstrate that the TFO proposal
meets the Functional Specifications. The scope of work should describe, but not be limited to,
the following categories and sub-categories:
The following details are to be provided in the Cost Estimate Template – Appendix 2, thus,
avoid duplication of listing items.
2.1. Transmission Line(s) (one section for each line):
2.1.1. Location, nominal voltage, line length, studies required, etc.
2.1.2. Structure type and arrangement
2.1.3. Conductor type, bundled, including overhead shield wire description
2.1.4. Meteorological, geotechnical and mechanical design parameters
2.1.5. Line impedance, surge impedance and charging
2.1.6. BIL and current ratings, nominal and emergency, winter/summer
2.1.7. Standards utilized, engineering and design
2.1.8. Right-of-Way survey and preparation, access row, clearance, brushing,
environment impact mitigations; i.e. access matting
2.1.9. Line foundation work scope
2.1.10. Major line crossings, river, high-way, other lines
2.1.11. Mobilization and de-mobilization
2.1.12. Camp requirements
2.1.13. Laydown / storage yards
2.2. Substation(s) (one section for each substation):
2.2.1. Location of facility, size, configuration, studies required and major
equipment additions complete with description(s)
2.2.2. Provide conceptual drawings as references in Appendixes, such as:
location, Single Line Diagram (SLD), bus layout drawings
2.2.3. Equipment description should include impedances, voltage, BIL, current
rating, CT ratios, where appropriate
2.2.4. Overview and description of each proposed protection and control scheme
(electrical and non-electrical)
2.2.5. SCADA
2.2.6. Standards utilized, engineering and design
2.2.7. Site preparation, access road, grading environment impact mitigations; i.e.
access matting
2.2.8. Mobilization and de-mobilization
2.2.9. Camp requirements
2.2.10. Laydown / storage yards
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2.3. Telecommunication Facilities (one section for each site):
2.3.1. Location, communication medium (fiber, microwave etc.) and studies
required
2.3.2. Description of proposed development and equipment additions
2.3.3. Standards utilized, engineering and design
3.
Cost Estimates
3.1. The proposal to provide service cost estimate is the cost baseline that is to be
completed by using the cost estimate template available on the AESO website and is
for only those facilities, standards, configurations and guidelines that are requested
in the Functional Specification
3.2. Estimated costs are 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 the accuracy range as directed by the AESO
3.3. Estimated project costs are to be broken into system and customer portions as per the
cost estimating template (if applicable). In addition, identify amounts of material and
labour that are contracted. This can be provided on the cost estimate template
3.4. Probability Assessment (the level of confidence that the project costs will fall within
the estimated value) that the estimated cost will be met. This would be done on
estimates greater than $5 M dollars and there may be a requirement for this on
estimates less than $5 M dollars as required. Provide basis and methodology,
complete with calculations and any other information to support results
3.5. A description of escalation costs are to be provided in this service proposal along
with details on its calculation in the Cost Estimate Template – Appendix 2 (Tab 7).
3.6. As per the Section 8 of the ISO Tariff, these are maintenance and operations costs
“deemed to be in excess of those required by the good electric industry practice,”
including estimated costs for planned or unplanned work, which can be carried out
in conjunction with the proposed project, but are not required to meet the intent of
the project. The estimated cost should include the following information:
3.6.1. Description of the proposed work and potential savings and overlap with the
project
3.6.2. Rationale for the maintenance
3.6.3. Timing of the work relative to the main project schedule (i.e. will capital
maintenance be delayed to coincide with project schedule)
3.6.4. Cost Estimate only to be provided in this service proposal, and not required
in the cost estimating template
3.7. Provide an estimate for each of the incremental costs or savings that would result
from each of the proposed exceptions from the Functional Specification
4.
Schedule
4.1. 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
4.2. Project Schedule Information must be composed of the following categories and
sub-categories:
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4.3. Transmission Line(s):
4.3.1. Engineering Schedule (preliminary and detailed beginning and end dates)
4.3.2. Procurement Schedule (beginning and end date for procurement of major
equipment and materials, such as conductor, poles, insulators, etc. and
miscellaneous materials such as hardware)
4.3.3. Construction Schedule (beginning and end date for construction and
installation of foundations, assembly, erections and stringing; weather and
environmental constraints)
4.3.4. Commissioning Schedule (beginning and end date for commissioning
activities; including required outages)
4.4. Substation(s):
4.4.1. Engineering Schedule (preliminary and detailed beginning and end dates)
4.4.2. Procurement Schedule (beginning and end date for procurement of major
equipment, such as transformers, breakers, instrument transformers,
capacitor banks, reactors, steel, etc.; and miscellaneous materials such as
hardware, bus pipe, conductor, etc.)
4.4.3. Construction Schedule (beginning and end date for construction and
installation for site preparation, foundations, assembly and erections,
equipment installation, protection and controls, functional checks and testing;
weather and environmental constraints)
4.4.4. Commissioning Schedule (beginning and end date for commissioning
activities; including required outages)
4.5. Telecommunication Facilities:
4.5.1. Engineering Schedule (preliminary and detailed beginning and end dates)
4.5.2. Procurement Schedule (beginning and end date for procurement of major
equipment such as radios, multiplexers, towers, etc.; and miscellaneous
materials such as hardware)
4.5.3. Construction Schedule (beginning and end date for construction and
installation for site preparation, foundations, assembly and erections,
equipment installation, functional checks and testing; weather and
environmental constraints)
4.5.4. Commissioning Schedule (beginning and end date for commissioning
activities; including required outages)
4.5.5. In-Service-Date (ISD), date when the project is expected to be energized
5.
General Assumptions
5.1. General project assumptions are to be provided in this service proposal document
and should include, but not limited to the following:
5.1.1. Scope
5.1.2. Exclusions
5.1.3. Units of measure and currency
5.1.4. Engineering Supervision / General
5.1.5. Weather and environmental
5.1.6. Operational outages due to construction outages, line crossings and
energization
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5.1.7. Allowance for Funds Used During Construction (AFUDC) / Construction
Work In Progress (CWIP)
5.1.8. Escalation (cost template allows for application of different factors to
different line items)
5.1.9. Taxes
5.1.10. Qualifications of cost estimators
5.2. Identify deviations from the AESO’s functional specification, interconnection
guidelines, standards or operating policies and procedures; including a brief
description addressing the need and/or the benefits from the deviation
5.3. Detailed assumptions for each line item to be provided in the columns of the cost
estimating template.
6.
Project Risks
6.1. A summary of risks to be provided in this service proposal document along with
actions to mitigate these risks
6.2. For detailed calculation of contingency, use the Contingency/Risk Register
Summary in the Cost Estimate Template – Appendix 2 (Tab 6), to describe the
known risks to the project, their impact, probability and contingency applicable to
each
7.
Operational Items
7.1. 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
8.
Appendix 1
8.1.
8.2.
8.3.
8.4.
9.
Substation reference SLD’s
Bus Layout
Location
Protection & Control Drawings
Appendix 2
9.1. Detailed Cost Estimate
10. Approvals
The Market Participant is required to approve the Proposal to Provide Service before providing
it to the AESO.
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