Project Information

Bid Title

RFP for Professional Services for 2026 AMI Customer Facing Portal

Issuing Agency

Santa Fe Irrigation District

Location

California

Published Date

Apr 13, 2026

Closing Date

May 11, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Inquiries

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Bid Documents

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Project Description

Bid Title:	RFP for Professional Services for 2026 AMI Customer Facing Portal
Category:	Administration and Finance Services
Status:	Open
Additional Status Information:	See "Related Documents" tab

Description: REQUEST FOR PROPOSALS Professional Services for 2026 AMI Customer Facing Portal I. INTRODUCTION The Santa Fe Irrigation District (District) is seeking proposals from qualified firms (firm) for a new Automated Meter Infrastructure (AMI) customer & utility facing portal (Portal). This Portal will be utilized by District customers to view, track, and estimate their billing(s) for their potable water use & for the District to track water use information. This Request for Proposals (RFP) describes the project, the required scope of services, the consultant selection process, and the minimum information that must be included in the proposal. Failure to submit information in accordance with the RFP requirements and procedures may be cause for disqualification. The District reserves the right to waive minor proposal deviations or omissions at its sole discretion. II. GENERAL INFORMATION There is no express or implied obligation for the District to reimburse responding firms for any expenses incurred in preparing proposals in response to this request. Materials submitted by respondents are subject to public inspection under the California Public Records Act (Government Code Sec. 6250 et seq.), unless exempt. The District reserves the right to retain all proposals submitted and to use any ideas in a proposal regardless of whether the proposer is selected. Submission of a proposal indicates acceptance by the firm of the conditions contained in this Request for Proposals, unless clearly and specifically noted in the proposal submitted and confirmed in the contract between the District and the firm selected. Interested parties may obtain additional information about the AMI program on the District’s website: www.sfidwater.org . III. DISTRICT & AMI BACKGROUND The District was formed in 1923 and supplies water to approximately 19,600 customers via 7,000 meters on 10,300 acres of land in northern San Diego County through approximately 170 miles of pipeline. The District’s service area comprises the City of Solana Beach and the communities of Fairbanks Ranch and Rancho Santa Fe. The population of Solana Beach is denser than the inland communities and, therefore, the per capita use is lower. Fairbanks Ranch and Rancho Santa Fe are larger inland warmer temperature zones with larger irrigation users. The AMI program was one of the most significant capital improvement programs for the District, as it provided enhanced tools for both District and customer use. With an increased emphasis on water conservation in California, the AMI system provides greater information to the customer to track their water consumption, including their ability to determine leaks and adjust consumption patterns, among others. Additionally, the AMI system enables the District to be able to read meters more efficiently, safely, and timely, in addition to the ability to monitor water use for better planning purposes. In June 2016, the District Board of Directors (Board) approved the implementation of a six-phase program to replace the District’s approximately 7,500 manual read meters with a fixed base automated metering system. The Board also approved a sole source purchase and installation utilizing Sensus equipment. Aqua Metric is the authorized vendor for Sensus equipment in the area and was responsible for primary installation of meters and other equipment. The sixth and final phase of the AMI program was completed in July 2021. IV. PROJECT DESCRIPTION The District currently employs the standard Sensus customer-facing portal for its ratepayers use. Additionally, District Staff also utilizes the standard Sensus utility-facing portal for AMI maintenance information reports. The District is seeking to replace the customer-facing portion and supplement the utility-facing portion through information reporting / analytics functions from the most qualified firm. The most qualified firm will be awarded a two-year (2) contract, with three (3) one-year renewal options at the District’s discretion. V. PRE-SUBMITTAL ACTIVITIES All communications relating to the RFP should be directed to: Mackenzie Christie, Management Analyst For security reasons, you must enable JavaScript to view this E-mail address. There will be no pre-proposal meeting for this project. Please address all questions relating to the RFP and any requests for a demonstration of the current standard Sensus platform to Mackenzie Christie by April 23, 2026. 1. Due Date and Delivery Electronic proposals marked “Request for Proposals for the “2026 AMI Customer Facing Portal Proposal” must be sent to Mackenzie Christie via email to For security reasons, you must enable JavaScript to view this E-mail address. : Time: 2:00 p.m. PDT Date: Wednesday, May 11, 2026 Proposals received after this time will not be accepted. Faxed and hardcopy proposals will not be accepted. 2. Questions Concerning Proposals Requests for interpretation, clarification and/or explanation regarding any aspect of this RFP must be received in writing by District no later than 2:00 P.M. (PDT), Wednesday, April 23, 2026. Questions must be sent to the attention of Mackenzie Christie, Management Analyst, via e-mail to For security reasons, you must enable JavaScript to view this E-mail address. . Questions submitted via e-mail shall contain the following title in the Subject line: 2026 AMI Customer Facing Portal - RFP Question. Questions will not be accepted by telephone. Any questions received after this date may not receive a response. All responses to questions will be sent to all Proposers. 3. Project Schedule The solicitation, receipt and evaluation of proposals and the selection of the provider of Professional Services will correspond to the following schedule: Release of RFP April 13, 2026 Question Deadline April 23, 2026 Proposal(s) Due Date May 11, 2026 Short List Candidates notified May 13, 2026 Online Portal demonstration to District Staff – Short List Candidates May 18, 2026 Best & Final Offer with Short List candidates May 21, 2026 Admin & Finance Committee Portal Presentation & Contract Review June 9, 2026 Board of Directors Portal Presentation & Contract Approval June 18, 2026 AMI portal integration begins July 1, 2026 *(Note: dates are subject to change) Publication Date/Time: 4/13/2026 11:15 AM Closing Date/Time: Open Until Contracted Submittal Information: Mackenzie Christie, Management Analyst at mchristie@sfidwater.org Bid Opening Information: May 11, 2026 @ 2:00 PM (PDT) Contact Person: Mackenzie Christie, Management Analyst mchristie@sfidwater.org Download Available: See "Related Documents" tab Plan & Spec Available: See "Related Documents" tab Business Hours: 8:00 a.m. - 4:00 p.m. Qualifications: See "Related Miscellaneous: See "Related Documents" tab Related Documents: RFP for 2026 AMI Portal

Attachment Preview

REQUEST FOR PROPOSALS

(RFP)

Professional Services for

2026 AMI Customer Facing Portal

Issue Date: April 13, 2026

Proposals Due Before 2:00 PM PDT on

May 11, 2026

Santa Fe Irrigation District

5920 Linea del Cielo

Rancho Santa Fe, CA 92057

I.

INTRODUCTION

The Santa Fe Irrigation District (District) is seeking proposals from qualified firms (firm)

for a new Automated Meter Infrastructure (AMI) customer & utility facing portal (Portal).

This Portal will be utilized by District customers to view, track, and estimate their billing(s)

for their potable water use & for the District to track water use information.

This Request for Proposals (RFP) describes the project, the required scope of services,

the consultant selection process, and the minimum information that must be included in

the proposal. Failure to submit information in accordance with the RFP requirements and

procedures may be cause for disqualification. The District reserves the right to waive

minor proposal deviations or omissions at its sole discretion.

II.

GENERAL INFORMATION

There is no express or implied obligation for the District to reimburse responding firms for

any expenses incurred in preparing proposals in response to this request. Materials

submitted by respondents are subject to public inspection under the California Public

Records Act (Government Code Sec. 6250 et seq.), unless exempt.

The District reserves the right to retain all proposals submitted and to use any ideas in a

proposal regardless of whether the proposer is selected. Submission of a proposal

indicates acceptance by the firm of the conditions contained in this Request for Proposals,

unless clearly and specifically noted in the proposal submitted and confirmed in the

contract between the District and the firm selected.

Interested parties may obtain additional information about the AMI program on the

District’s website: www.sfidwater.org.

III.

DISTRICT & AMI BACKGROUND

The District was formed in 1923 and supplies water to approximately 19,600 customers

via 7,000 meters on 10,300 acres of land in northern San Diego County through

approximately 170 miles of pipeline. The District’s service area comprises the City of

Solana Beach and the communities of Fairbanks Ranch and Rancho Santa Fe. The

population of Solana Beach is denser than the inland communities and, therefore, the per

capita use is lower. Fairbanks Ranch and Rancho Santa Fe are larger inland warmer

temperature zones with larger irrigation users.

The AMI program was one of the most significant capital improvement programs for the

District, as it provided enhanced tools for both District and customer use. With an

increased emphasis on water conservation in California, the AMI system provides greater

information to the customer to track their water consumption, including their ability to

determine leaks and adjust consumption patterns, among others. Additionally, the AMI

2026 AMI Customer Facing Portal – RFP

SFID

April 2026

Page 2 of 12

system enables the District to be able to read meters more efficiently, safely, and timely,

in addition to the ability to monitor water use for better planning purposes.

In June 2016, the District Board of Directors (Board) approved the implementation of a

six phase program to replace the District’s approximately 7,500 manual read meters with

a fixed base automated metering system. The Board also approved a sole source

purchase and installation utilizing Sensus equipment. Aqua Metric is the authorized

vendor for Sensus equipment in the area and was responsible for primary installation of

meters and other equipment. The sixth and final phase of the AMI program was completed

in July 2021.

IV.

PROJECT DESCRIPTION

The District currently employs the standard Sensus customer-facing portal for its

ratepayers use. Additionally, District Staff also utilizes the standard Sensus utility-facing

portal for AMI maintenance information reports. The District is seeking to replace the

customer-facing portion and supplement the utility-facing portion through information

reporting / analytics functions from the most qualified firm.

The most qualified firm will be awarded a two-year (2) contract, with three (3) one-

year renewal options at the District’s discretion.

V.

PRE-SUBMITTAL ACTIVITIES

All communications relating to the RFP should be directed to:

Mackenzie Christie, Management Analyst

mchristie@sfidwater.org

There will be no pre-proposal meeting for this project. Please address all questions

relating to the RFP and any requests for a demonstration of the current standard Sensus

platform to Mackenzie Christie by April 23, 2026.

1. Due Date and Delivery

Electronic proposals marked “Request for Proposals for the “2026 AMI Customer Facing

Portal Proposal” must be sent to Mackenzie Christie via email to mchristie@sfidwater.org:

Time:

2:00 p.m. PDT

Date:

Wednesday, May 11, 2026

Proposals received after this time will not be accepted. Faxed and hardcopy proposals

will not be accepted.

2. Questions Concerning Proposals

Requests for interpretation, clarification and/or explanation regarding any aspect of this

RFP must be received in writing by District no later than 2:00 P.M. PDT, Pacific Daylight

2026 AMI Customer Facing Portal – RFP

SFID

April 2026

Page 3 of 12

Time (PDT), Wednesday, April 23, 2026. Questions must be sent to the attention of

Mackenzie Christie, Management Analyst, via e-mail to mchristie@sfidwater.org.

Questions submitted via e-mail shall contain the following title in the Subject line: 2026

AMI Customer Facing Portal - RFP Question.

Questions will not be accepted by telephone. Any questions received after this date may

not receive a response. All responses to questions will be sent to all Proposers.

3. Project Schedule

The solicitation, receipt and evaluation of proposals and the selection of the provider of

Professional Services will correspond to the following schedule:

Release of RFP

April 13, 2026

Question Deadline

April 23, 2026

Proposal(s) Due Date

May 11, 2026

Short List Candidates notified

Online Portal demonstration to

District Staff – Short List Candidates

Best & Final Offer with Short List

candidates

Admin & Finance Committee Portal

Presentation & Contract Review

Board of Directors Portal

Presentation & Contract Approval

AMI portal integration begins

May 13, 2026

May 18, 2026

May 21, 2026

June 9, 2026

June 18, 2026

July 1 2026

*(Note: dates are subject to change)

VI. SCOPE OF WORK

Santa Fe Irrigation District (SFID) is seeking a fully cloud-hosted Advanced Metering

Infrastructure (AMI) Customer Portal that delivers near real-time water usage visibility, automated

leak detection, predictive bill forecasting, customer engagement tools, and robust utility analytics.

The system must integrate with SFID's existing ERP, AMI, billing, and communication systems

and begin work on implementation July 2026.

1. REQUIRED ITEMS (30% WEIGHT)

The proposed solution must meet these baseline requirements. Vendors must respond to each

item. Pricing for these items must be included in the Base Price.

1. Platform & Access: 100% cloud-hosted platform providing a web-based portal and

dedicated mobile apps for both iOS and Android.

2026 AMI Customer Facing Portal – RFP

SFID

April 2026

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2. User Experience: Must provide a clean visual dashboard that is interactive, informative,

intuitive, and high engagement. Dashboards must be user friendly letting users track,

analyze, and manage water use with near real-time visibility.

3. Data Ingestion: Direct linkage of each account to actual AMI consumption data (ingestion

of hourly or sub-hourly intervals).

4. Usage & Visibility: View usage across hourly, daily, weekly, monthly, quarterly, and

annual intervals.

• Migration of all customer accounts and a minimum of three years of historical

consumption data.

• Display data in gallons, cubic feet, or hundred cubic feet.

5. Leak Detection: Detection of continuous flow, nighttime anomalies, and irrigation-related

leaks with configurable customer thresholds.

6. Customer Notifications: Automated, preference-based multi-channel communications

(SMS, email, push notifications, and in-portal messaging).

7. Security: Documented policies for data security, breach response, and disaster recovery.

8. Administrative Access: Role-based access control for District staff with robust account

management tools.

2. REQUESTED / OPTIONAL ITEMS (20% WEIGHT)

Vendors must provide confirmation of these capabilities. Please specify if these are included in

the base price or provide a separate pricing add-on for each.

1. Auto-Account Creation: Automatic account creation for all existing customers in addition

to the ability to create new accounts as the District signs up / transitions customers at

established addresses.

2. Advanced Analytics: Use of artificial intelligence in leak detection and notifications.

Examples would include dynamic analysis of historical water use combined with current

localized weather to aid in determining if their use if weather based or if a leak is the

suspected issue”. Other areas of AI integration for analysis and insight would be

preferred, including bill prediction.

3. Weather Integration: View temperature and rainfall overlays (specify which weather

zones/services are available).

4. Vendor Support: Vendor-managed toll-free number for customer login, account creation,

and general troubleshooting.

5. Advanced Bill Prediction (Potable Water Cycles): ability to show customers charges-to-

date based on water use up to the point of their accessing their portal, in addition to

estimated bill at end of current cycle (~60-day billing cycle). Modeling for projected bill

outcomes must accommodate the District’s specific bi-monthly billing structure:

a. Four Equal Billing Cycles: Approximately 6,400 customers split into four cycles.

b. Bi-Monthly Cadence: Reads and bills generated every two months.

i.

Cycle Timing:

• Cycle 1: Month 1, 1st of month.

• Cycle 3: Month 1, 15th of month.

• Cycle 5: Month 2, 1st of month.

• Cycle 7: Month 2, 15th of month.

* Flexibility: Predictions must accommodate floating open/close dates for weekends and

holidays.

2026 AMI Customer Facing Portal – RFP

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Commodity Codes

• NAICS 541511Custom Computer Programming Services
• NAICS 541512Computer Systems Design Services
• NAICS 541519Other Computer Related Services
• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541990All Other Professional, Scientific, and Technical Services

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