9-RFP3940 (Utility-scale Energy Generation Study).pdf

REQUEST FOR PROPOSAL#3940

UTILITY-SCALE ENERGY GENERATION STUDY

REQUEST FOR PROPOSAL (RFP) ISSUED: 4:00 PM, 5/13/2026

OPTIONAL PRE-PROPOSAL CONFERENCE: 11:00 AM, 5/28/2026

DEADLINE FOR SUBMITTAL OF QUESTIONS: 2:00 PM, 6/3/2026

ELECTRONIC PROPOSAL DUE BY: 4:00 PM, 6/25/2026

ATTENTION ALL PROPOSERS

To ensure receipt of the latest information and updates regarding this solicitation and to submit a proposal, interested parties must register online at EMWD e-Procurement.

Buyer: Tony Curiel, Contracts Analyst I Phone: (951) 928-3777, ext. 4614 Email: curielj@emwd.org

KEY DATES

https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Femwd.bonfirehub.com%2Fportal%2F%3Ftab%3Dlogin&data=02%7C01%7Cvazquezm%40emwd.org%7Cbf58b4f644b647bfb82608d84a0ca908%7Cf7112bcf929c48f7bf407231589cba03%7C0%7C0%7C637340765516003000&sdata=jRp3WZRFk47LBJk7YIvUBCTVhwZp1xTT%2BNsO8slncms%3D&reserved=0

Table of Contents

1. INTRODUCTION AND OVERVIEW

2. SCOPE OF SERVICE

3. EVALUATION OF PROPOSALS

4. AWARD PROCESS

ATTACHMENTS

Attachment I - (Professional Services) Master Service Agreement Attachment II – Non-Disclosure Agreement Attachment III – EMWD Computing Policy Attachment IV - EMWD Renewable Energy Portfolio Attachment V - Map of EMWD's Service Area

REQUIRED SUBMITTALS

Cover Letter and Executive Summary (see Section 1.19.A and 1.19.B) Organization and Personnel Qualifications and Experience (see Section 1.19.C and 1.19.D)

Exhibit A - RFP#3940 Price Form Exhibit B - Proposer’s Business Information Exhibit C - Business References Exhibit D - List of Subcontractors Exhibit E - Additions, Deletions and/or Exceptions Exhibit F - Insurance Affidavit Exhibit G - Contractor’s CAL/OSHA Compliance History and SIC Code Exhibit H - Process to Complete Work Exhibit I – Timeframe to Complete Work

EASTERN MUNICIPAL WATER DISTRICT

RFP #3940

UTILITY-SCALE ENERGY GENERATION STUDY

1. INTRODUCTION AND OVERVIEW

1.1 PURPOSE OF REQUEST FOR PROPOSAL

Eastern Municipal Water District (EMWD) is seeking proposals through a competitive process wherein a qualified energy consultant will conduct a utility-scale energy generation study and lead an evaluation of rules, regulations, and market-related opportunities related to power generation of size and scale, that provide long-term benefits for EMWD and its ratepayers. The requirements for the work are further described in Section 2 – Scope of Service.

It is the intent of EMWD to receive responses to the RFP and, conduct informational individual interviews at its sole discretion in order to select a Proposal which in the opinion of EMWD, is best suited to perform the work. The purpose of this RFP, therefore, is to provide EMWD with the information necessary to select a consultant.

The terms and conditions contained herein constitute the full and complete understanding of the parties. However, should your firm request additional contractual terms and conditions for consideration, such requests must be clearly identified in Exhibit E – Additions, Deletions and/or Exceptions Form, and submitted at the time of proposal submission. No additional terms and conditions will be accepted following receipt of proposals, and EMWD will consider such additional contractual terms and conditions as part of its evaluation process.

Should the Proposer not bid on a particular item or service, please enter “No Bid” next to each item.

1.2 GENERAL OVERVIEW

As a member of the Metropolitan Water District of Southern California (Metropolitan), Eastern Municipal Water District (EMWD) was organized under the Municipal Water District Act of 1911 for the primary purpose of importing Colorado River water to augment local water supplies. Over the past 75 years, EMWD has grown substantially and, today, provides water, wastewater, and recycled water service to a population of approximately 1 million people within a 601 square mile service area. EMWD is governed by a publicly elected Board of five Directors who are elected for four-year terms serving comparably sized districts based on population.

Retail customers of EMWD are located within the cities of Canyon Lake, Hemet, San Jacinto, Menifee, Moreno Valley, Murrieta, Perris, Fallbrook, and Temecula, as well as the unincorporated communities of French Valley, Good Hope, Homeland, Lakeview, Mead Valley, Murrieta Hot Springs, Nuevo, Romoland, Valle Vista, and Winchester. EMWD also supplies water on a wholesale basis to the Cities of Hemet and San Jacinto; the Lake Hemet Municipal Water District; Fallbrook Public Utility District; Rainbow Municipal Water District, Nuevo Water Company; and Rancho California Water District. EMWD operates four regional water reclamation facilities generating approximately 50 million gallons of treated wastewater daily, two water filtration plants, and three groundwater desalination plants.

EMWD’s current energy portfolio consists of:

• Eleven solar farms generating 21.5 MW, 6 sites (Phase 1 and 2) totaling 5.5 MW owned/operated by EMWD; 5 sites (Phase 3) totaling 15.9 MW under power purchase agreements, located at high-consumption treatment facilities each with sustained daily demands exceeding 3 MW).

• Five Tesla battery energy storage systems (BESS) at various locations, some co-located with solar installations.

• Eight 65 kW microturbines at EMWD’s Perris headquarters for cogeneration in heating and cooling.

EMWD’s facilities include 120 booster pumping stations, 50 wells (brackish and potable), 70 sewage lift stations, 3 Desalination Facilities, 2 Water Filtration Plants, and several administration buildings, with districtwide annual electricity usage of approximately 120,000,000 kWh.

The purpose of this RFP is to identify the most qualified consultant who can conduct and deliver a study that provides EMWD with strategies to reduce its energy reliance on retail electricity providers by 30%, 60%, and 90%.

1.3 COMMITMENT TO EXCELLENCE

EMWD has a vision to be a leader in performance, technology, and advocacy. As part of our commitment to excellence, we actively pursue awards for our programs and projects. Vendors and consultants awarded this contract may be expected to assist in writing award applications related to their work. Your insights and expertise are vital in enhancing the quality and competitiveness of these submissions, promoting recognition of our collaborative achievements.

1.4 CONTRACT TERM:

The term of this agreement will be effective upon contract signature through December 7, 2026, when EMWD requests the study be completed.

1.5 LICENSE/CERFITIFCATION REQUIREMENTS:

The following license/certifications are preferred, but not required: Certified Energy Manager (CEM), Leadership in Energy and Environmental Design (LEED), Certified Renewable Energy Professional (REP), Certified Measurement & Verification Professional (CMVP), Certified Energy Auditor (CEA), ISO 50001 Lead Auditor Certification, Project Management Professional (PMP) – Energy Focus, North American Board of Certified Energy Practitioners (NABCEP) Solar Photovoltaics (PV) Associate Certification, Certified Carbon Reduction Manager (CRM).

1.6 PREVAILING WAGES:

Payment of prevailing wage rate is not required.

1.7 PROJECT SPECIFIC DATES

The following table identifies the estimated dates/time frame for receipt, evaluation, and award of this work. Please note the following key dates when preparing your response to this RFP.

Description Date Release of RFP 4:00 PM PDT, 5/13/2026 Pre-proposal conference 11:00 AM PDT, 5/28/2026 Deadline for Submittal of Questions Regarding RFP (see 3.3)

2:00 PM PDT, 6/3/2026

Response to Questions Submitted 4:00 PM PDT, 6/15/2026 Proposal Due Date 4:00 PM PDT, 6/25/2026 Shortlist/Interview 7/13/2026 Proposal Review 7/23/2026 Board Recommendation (date subject to change) 9/16/2026 Approximate Agreement Start Date (pending Board approval)

10/1/2026

1.8 OPTIONAL PRE-PROPOSAL CONFERENCE

All Proposers are encouraged to attend an optional, virtual, pre-proposal conference. All interested Proposers will meet via Teams on Thursday, May 28, 2026 between 11:00 AM

PDT – 12:00 PM PDT.

No RSVP will be required; login instructions are as follows:

a. When it's time, start or join the Microsoft Teams meeting by following this link:

https://teams.microsoft.com/meet/25794114288383?p=UKKzoS9HlCUc1Rv9Fx

b. Or, call 951-384-0840 (Local Toll) and enter access code 832476946#. Phone conference ID: 832 476 946#. A meeting password is NOT required.

https://teams.microsoft.com/meet/25794114288383?p=UKKzoS9HlCUc1Rv9Fx

Please contact Tony Curiel at curielj@emwd.org or 951-928-3777 extension 4614 if you have any questions.

1.9 QUESTION SUBMITTAL

All general inquiries shall be directed to Tony Curiel in the Purchasing and Contracts Department at (951) 928-3777, ext. 4614. To be given consideration, all technical inquiries regarding this RFP shall be submitted on the EMWD e-Procurement website, under Questions and Answers (Q & A) tab, by the deadline as specified in section 1.7.

1.10 PROPOSAL SUBMITTAL INFORMATION

Proposals will be received electronically via EMWD on-line bid management website at EMWD e-Procurement. Proposals submitted by any other method such as a hard copy, fax, or email will be disqualified. It is the Proposer’s sole responsibility to ensure that their proposal, inclusive of any or all addenda, is uploaded to the proper place and at the proper time. Proposers are encouraged to not wait until the deadline to submit proposals, as system-related difficulties and/or questions may arise. Respondents should contact a system representative at (800) 354-8010 x2 if they encounter problems during the online uploading. Any proposal received after the scheduled closing time for receipt of proposals will not be considered. To assure consideration, all proposals shall include specified forms and additional submittals to address all evaluation criteria. Mistakes may be crossed out and corrections made adjacent, however, each correction must be initialed by the person signing the proposal.

At the time of the proposal submittal, it is presumed that each Proposer has read and is thoroughly familiar with the specifications and contract documents (including all Addenda).

Should the Proposer not bid on a particular item, please enter “No Bid” next to each item not bid.

Note: Proposals are sealed and cannot be viewed by EMWD until the closing date and time. Proposals may be withdrawn on EMWD e-Procurement website, if you need to withdraw your bid, you may do so any time before the bid deadline, by going back into the system and selecting “withdraw”.

Alternate proposals: If the bidder submits an alternate proposal, each alternate will be submitted as a completely separate response, including all documents, signatures, and requirements of the RFP.

No Bids: If you decide not to submit a bid, EMWD requests that you notify us as soon as you have made that decision and tell us the reason you will not be bidding.

1.11 ADDENDUM

Any additions, deletions, changes, clarifications, or supplemental information regarding https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Femwd.bonfirehub.com%2Fportal%2F%3Ftab%3Dlogin&data=02%7C01%7Cvazquezm%40emwd.org%7Cbf58b4f644b647bfb82608d84a0ca908%7Cf7112bcf929c48f7bf407231589cba03%7C0%7C0%7C637340765516003000&sdata=jRp3WZRFk47LBJk7YIvUBCTVhwZp1xTT%2BNsO8slncms%3D&reserved=0 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Femwd.bonfirehub.com%2Fportal%2F%3Ftab%3Dlogin&data=02%7C01%7Cvazquezm%40emwd.org%7Cbf58b4f644b647bfb82608d84a0ca908%7Cf7112bcf929c48f7bf407231589cba03%7C0%7C0%7C637340765516003000&sdata=jRp3WZRFk47LBJk7YIvUBCTVhwZp1xTT%2BNsO8slncms%3D&reserved=0 the RFP will be sent to all prospective Proposers prior to the date fixed for the receipt of proposals. All addenda so issued shall become part of the contract documents. Any changes to this RFP are invalid unless specifically modified by EMWD and issued as a separate addenda document. Should there be any questions as to changes to the content of this document; EMWD’s copy shall prevail.

1.12 PREPARATION COSTS

Any cost incurred by the proposer in preparation, transmittal, and/or presentation of any proposal or material submitted in response to this RFP shall be borne solely by the proposer. Any cost incurred by the proposer for set up and demonstration of the proposed equipment and/or system shall be borne solely by the proposer.

1.13 DISCLOSURE

Be advised that all information contained in proposals submitted in response to this solicitation may be subject to the California Public Records Act (Government Code Section 6250 et seq.), and information’s use and disclosure are governed by this Act.

1.14 CONFIDENTIAL/PROPRIETARY INFORMATION

Be advised that all information contained in proposals submitted in response to this solicitation is subject to the California Public Records Act (Government Code Sections 6250 et seq.), and the information’s use and disclosure are governed by this Act.

Government Code Section 6250 provides that “access to information concerning the conduct of the people’s business is a fundamental and necessary right of every person in this state.” As such, all proposals and required submittal information may be subject to disclosure to the general public under the California Public Records Act, unless specifically identified as trade secret, proprietary, and/or confidential. Only pages within each proposal and/or submittal that are in fact a trade secret, proprietary, and/or confidential shall be marked as such. EMWD reserves the right to reject any proposal received which does not meet the aforementioned criteria.

Proposers may provide supplemental information they consider to be exempt from public disclosure under the provisions of the California Public Records Act, including asserted “trade secret” information. Such supplemental information shall not be material to the required submittal information and EMWD shall be under no obligation to consider such supplemental information in its evaluation. Please be advised that any such supplemental information submitted to EMWD is subject to the California Public Records Act and may be released by EMWD as required by the Act, a court order, or other legal process.

If submitting confidential, supplemental information, such information shall be submitted separately from the rest of the submittal and shall be clearly marked "Confidential". Any confidential/proprietary submittals will be considered as exceptions and scored as such in the contractual selection criteria.

The following California Civil Code provision defines “trade secret” as information that:

(1) derives independent economic value, actual or potential, from not being generally known to the public or to other persons who can obtain economic value from its disclosure or use; and

(2) is the subject of efforts that are reasonable under the circumstances to maintain its secrecy.

Additionally, California courts have consistently held that when individuals or businesses voluntarily enter into the public sphere, they diminish their privacy interests. (California State Univ. v. Superior Court (2001) 90 Cal.App.4th 810, 834.)

In the event of litigation concerning the disclosure of information Proposer considers exempt (e.g., Trade Secret, Confidential, or Proprietary) EMWD shall act as a stakeholder only, holding the information until otherwise ordered by a court or other legal process. If EMWD is named in an action arising out of a California Public Records Act request for any information Proposer deems confidential, proprietary, or trade secret, Proposer shall defend at its own expense and indemnify EMWD, its officers, employees, and agents from any and all liability, claims, losses, damages, costs, and expenses, including attorney’s fees, in any such action or proceeding arising under the California Public Records Act.

1.15 SUBCONTRACTORS

The use of subcontractors is allowed. The prime contractor shall be wholly responsible for the entire performance of the contractual agreement whether or not subcontractors are used. Additionally, the prime contractor must receive approval, in writing, from EMWD awarding any resultant contract before any subcontractor is substituted during the term of this agreement.

1.16 CONTRACT TERMS AND CONDITIONS

The contract between EMWD and the selected consultant will follow the format specified by EMWD in this RFP. However, EMWD reserves the right to negotiate provisions in addition to those contained in this RFP with any proposer. The contents of this RFP, as revised and/ or supplemented, and the successful Proposer’s proposal will be incorporated into and become part of any resultant contract.

1.17 ADDITIONS/DELETIONS AND/OR EXCEPTIONS

A purchase order or contract incorporating the terms and conditions contained herein will be sent to the successful Proposer. Any additional terms and conditions requested by the Proposer must be submitted at the time of your response as part of the Additions, Deletions and/or Exceptions form and will be considered as part of the selection/negotiation process.

If a Proposer fails to propose any alternate terms and conditions during the procurement process, no proposed alternate terms and conditions will be considered later during the negotiation process. Failure to propose alternate terms and conditions during the procurement process is an explicit agreement by the Proposer that the contractual terms and conditions contained herein are accepted by the Proposer.

1.18 RIGHT OF REJECTION

EMWD reserves the right to reject any or all proposals, either separately or as a whole and to waive any informality in a proposal or to accept any proposal presented which it deems best suited to the interest of EMWD and is not to be bound to accept the lowest price.

1.19 SELECTION CRITERIA/PROPOSAL REQUIREMENTS

The emphasis of the proposal should be on responding to the requirements set forth herein and providing documentation requested below. In addition, proposers need to demonstrate their capabilities, background, and expertise, in order for EMWD to effectively evaluate the proposals, and award to the consultant that provides the best value to EMWD. The criteria for selection shall be based on, but not limited to, the following:

Criteria 1. Organization and Personnel Experience & Qualifications Proposers shall include the following:

A. Cover Letter A signed letter introducing the firm, expressing interest in the project, and confirming the firm’s commitment to the proposal contents.

B. Executive Summary

Brief summary of the firm’s background, company origin, size, organizational structure, licenses and certifications (including, but not limited, to those outlined in Section 1.5 of this RFP), and proximity to EMWD offices.

C. Qualifications and Experience of Organization

• Experience of the firm demonstrating a minimum of 10 years in delivering services similar to those described in the Scope of Work, for public agencies.

• Organizational chart showing project team roles and responsibilities.

• Firm’s market approach and ability to stay innovative and aligned with industry trends.

D. Qualifications and Experience of Assigned Personnel

• Experience of assigned key personnel demonstrating a minimum of 5 years experience in delivering services similar to those described in the Scope of Work, for public agencies.

• Professional history, certifications, and skill sets of assigned staff

(especially the Project Manager).

• Organizational chart showing project team roles and responsibilities.

Criteria 2. Price and Payment Terms Competitiveness and reasonableness of proposed costs. Discounts for early payment, if applicable.

Criteria 3. Availability The firm’s ability to provide adequate staff and respond to EMWD’s needs in a consistent and timely manner. EMWD requests for proposers to indicate resource availability and how quickly its personnel can mobilize.

Criteria 4. Performance and Work History Demonstrated performance on similar projects, especially for public agencies, with references from at least five (5) non-EMWD clients, including contact information.

Criteria 5. Exceptions Taken to RFP Number, nature, and materiality of exceptions taken to EMWD’s terms and conditions.

Criteria 6. Proposed Project Schedule / Timeframe Proposed schedule for completing the work, including milestones, deliverables, and dependencies as well as demonstrated ability to meet deadlines and manage lead times.

EMWD is requesting for selected consultant to commence work immediately following contract execution and to complete the project by December 7, 2026, with attentiveness to a public agency’s administrative processes.

Criteria 7. Process to Complete Work or Approach and Understanding EMWD requests for proposers to demonstrate project understanding, insight of their approach, and content of work plan to meet EMWD’s needs; to meet these requirements, EMWD requests the following information be included within proposer’s submittal:

• A detailed work plan outlining tasks, deliverables, and sequence of activities.

• Estimated staffing, including number of technicians, hours required, and labor distribution across tasks.

• A description of the firm’s processes, procedures, and methodologies, including alignment with industry best practices.

• Safety protocols and quality control measures relevant to proposed services (e.g., while conducting site visits).

• A proposed timeline and schedule, including lead times, milestones, and completion dates.

• A clear project management approach, including team structure, oversight responsibilities, and decision-making process.

• Reporting methods, such as frequency and format of written/oral updates.

• A risk analysis, identifying potential risks and proposed mitigation strategies.

• Plans for ensuring the project remain on time and on budget.

• An explanation of how the firm will handle unforeseen issues or delays.

• Suggestions for technical or procedural innovations that enhance efficiency or quality.

• Demonstrated understanding of EMWD’s Scope of Work/Technical

Specifications, including how firm’s plan reflects best industry standards.

Criteria 8. Insurance Affidavit (Pass/Fail) Confirmation that the firm can meet EMWD’s insurance requirements.

Criteria 9. Safety Record (Pass/Fail) Firm’s CAL/OSHA compliance history and safety performance.

Criteria 10. Local Office Firm's physical presence in/near EMWD’s service area and ability to respond quickly.

1.20 NO OBLIGATION

This RFP in no manner obligates EMWD to the use of any services until a valid written contract is awarded and approved by appropriate authorities.

2. SCOPE OF SERVICE

2.1 BACKGROUND

EMWD is seeking an economical, reliable, long-term electricity supply and pricing strategy and is requesting proposals from qualified energy consultants. The selected consultant will conduct a utility-scale energy generation study and lead an evaluation of rules, regulations, and market-related opportunities related to power generation of size and scale that provide long-term benefits for EMWD and its ratepayers. The study must evaluate project size, location (within EMWD’s service area or elsewhere), development, financing, design, construction, commissioning, and operations of the energy generation facility. In addition, this evaluation should also include options for involving public or private agency collaborations and partnerships.

The study shall be a strategic evaluation and assessment that aligns with EMWD’s past Energy Management Plan as well as the EMWD’s 2025-2027 Triennial Strategic Plan Goal of Energy Diversification which aims to “plan and implement cost-effective energy projects and strategic partnerships to optimize EMWD’s energy portfolio and minimize its carbon footprint”.

Proposals should address realistic risks, including site control, land acquisition, interconnection feasibility, and recommend an adequate and sustainable portfolio of energy projects, sources, and supplies that will support EMWD’s operation for the next 25 years.

2.2 PROJECT SCHEDULE

Following contract execution, consultant shall provide EMWD with the requested study by December 7, 2026.

2.3 TECHNICAL/SPECIFICATIONS

The selected consultant shall complete/provide the following:

A. Project Management and Administration

2.3.A.1. Consultant shall manage the project to ensure adherence to scope, schedule and budget while promoting effective and efficient communication with EMWD and others as required.

2.3.A.2. Project kick-off meeting with EMWD.

2.3.A.3. Monthly coordination meetings with EMWD.

2.3.A.4. Weekly project updates via email (or telephone) to discuss budget, schedule and project issues. Update shall summarize work completed the previous week and the planned work for the upcoming week.

2.3.A.5. Conduct an effective quality assurance and quality control program.

2.3.A.6. Monthly report summarizing project budget and schedule. Provide one (1) hard copy and (1) electronic copy Smart Portable Document Format (PDF).

Consultant shall maintain and consistently update the project design schedule as required.

2.3.A.7. Conduct a workshop with EMWD staff to review the results of the Consultant’s evaluation and recommendations in a PowerPoint presentation format for each major scope heading noted below.

2.3.A.8. Presentations to EMWD at the Board Planning Committee and Board Operations and Engineering Committee at the end of the study effort to discuss the project findings and recommendations (2).

2.3.A.9. All correspondence, submittals, and deliverables (preliminary and final) associated with this project shall be submitted to EMWD both via hard copy and electronically (Smart PDF, Word, Excel, and original file formats on CD).

B. Executive Summary

2.3.B.1. Prepare a concise executive summary that defines the boundaries, goals, and key deliverables for the project. The summary shall cover the problem/need, assumptions, proposed solutions, expected outcomes/benefits, priorities, costs/benefits, key considerations, recommendations, timeline and next steps.

Consultant may also be required to present its executive summary to EMWD’s Board of Directors, in person, at EMWD’s Perris, California headquarters.

C. Utility-Scale Energy Generation Study

2.3.C.1. Recommendations on optimal size, location, equipment/technology, and configuration(s) for projects that reduce EMWD’s current total retail electricity energy consumption by 30%, 60%, and 90%; recommendations must include a breakdown of projected time for return on investment.

2.3.C.2. Develop criteria to determine which utility-scale assets should be considered and prioritized, including but not limited to: Greenhouse Gas emissions reduction, customer energy savings and cost offsets.

2.3.C.3. Develop a framework to track sustainable practices, priorities, and projects.

2.3.C.4. Site Control and Land Acquisition Assessment: Feasibility of securing sufficient land rights (e.g., leases, easements, options, fee simple purchase); estimated timelines costs (acquisition, due diligence, surveys); risks (landowner resistance, title defects, zoning/agricultural protections, environmental constraints, competing uses); mitigation strategies; and alternatives (e.g., co-location on existing EMWD/agency sites or public lands).

2.3.C.5. Interconnection Assessment: Feasibility under Independent System Operator or relevant utility rules; current queue status/analysis for recommended locations;

required interconnection studies (e.g., feasibility, system impact, facilities);

estimated upgrade costs/timelines; risks (delays, cluster study impacts, network upgrades); and mitigation (e.g., early queue position strategies, behind-the-meter options).

2.3.C.6. Detailed timelines for major development milestones, explicitly sequencing land acquisition/site control and interconnection as early/critical path items, followed by permitting, regulatory approvals, engineering, procurement, and construction.

2.3.C.7. Current and ongoing regulatory requirements (e.g., CEQA/NEPA, CPUC/CAISO rules, local zoning/permitting) and any other regulations required by law.

Identify all regulatory challenges associated with projects or project options, and with project implementation.

2.3.C.8. Assessment of ongoing operations, maintenance, and estimated costs, including any land-related obligations (e.g., lease payments, reclamation) and interconnection-related charges (e.g., O&M for upgrades).

2.3.C.9. Assessment of EMWD’s past, existing and pending projects.

2.3.C.10. Consultant shall summarize the results of each task and basis of the recommendations into a draft technical memorandum (TM) and submit an electronic copy (searchable pdf) for EMWD review. EMWD comments on the draft TM shall be incorporated into a final TM. The Consultant shall submit to EMWD an electronic copy (searchable pdf) and original files of the final TM. The final TM shall be incorporated into the Final Evaluation/Report.

D. Collaboration Opportunities

2.3.D.1. Evaluate partnerships with other agencies or entities, including:

2.3.D.1.1. Joint land acquisition/site control (e.g., shared leases on public land and/or agency-owned land).

2.3.D.1.2. Co-location opportunities to leverage existing sites and reduce interconnection/land risks.

2.3.D.1.3. Shared development costs, cost offsets, risks, or procurement models.

E. Environmental and Site Assessments

2.3.E.1. Evaluate environmental impacts of energy project or project options.

2.3.E.2. Evaluate/address evolving environmental and regulatory landscape.

2.3.E.3. Identify potential regulatory permits required.

2.3.E.4. Conduct environmental impact assessments (EIA)

F. Energy Procurement Strategy Development

2.3.F.1. Assist in creating a five-year strategy, including:

2.3.F.1.1. Market data compilation and analysis.

2.3.F.1.2. Risk profiles (technical, financial, regulatory including site control and interconnection risks).

2.3.F.1.3. Time frames and cost targets.

2.3.F.1.4. Identify federal, state, local, and/or private funding incentives that may be available including tax credits. Ensure to include evaluation of availability, timing, eligibility, fund access and risks. Provide recommendations on how to maximize alternative funding sources through grant opportunities and any available incentives.

2.3.F.1.5. Recommendations on procurement models (e.g., power purchase agreements, utility-owned/self-build on controlled land, hybrid approaches) considering site control and interconnection feasibility.

2.4 SAFETY REQUIREMENTS

Additional safety requirements that may be needed for this specific project include adherence to EMWD safety protocols if/when visiting EMWD sites.

2.5 DELIVERABLES

Following contract execution, consultant shall deliver the completed study via hard copy and electronically (Smart PDF, Word, Excel, and original file formats on compact disk/or universal serial bus drive to Energy Program Manager, Bryan Stewart, via email stewartb@emwd.org by December 7, 2026.

2.6 ACCEPTANCE CRITERIA

Pursuant to Section 2.5 of this RFP, Consultant shall provide the requested study which shall be reviewed by Energy Program Manager, Bryan Stewart. EMWD anticipates a review period of approximately thirty (30) calendar days, after which Consultant shall be notified of acceptance.

2.7 EMWD RESPONSIBILITIES

A. In addition to EMWD’s renewable energy portfolio, included as Attachment IV of this

RFP, and Map of EMWD’s Service Area included as Attachment V of this RFP, for consultant’s reference during study creation, EMWD shall provide:

2.7.A.1. Electrical consumption data 2.7.A.2. Data related to historical generation projects 2.7.A.3. Data related to existing generation projects

2.8 REPORTING PROCEDURES

The consultant will be expected to provide monthly updates throughout the project.

mailto:stewartb@emwd.org

3. EVALUATION OF PROPOSALS

At time of the opening of proposals each Proposer shall be presumed to have read and be thoroughly familiar with the specifications and contract documents, including all Addenda.

3.1 EMWD RIGHTS

EMWD may make such investigations as it deems necessary to determine the ability of the Proposer to provide the goods and/or service as specified, and the Proposer shall furnish to EMWD, as is commercially reasonable, all such information and data for this purpose. EMWD may discuss or negotiate with one or more proposers prior to award and reserves the right to reject any proposal.

3.2 EVALUATION PROCESS

1. Submittal Review: An evaluation committee will review and evaluate each submittal to determine if it meets the requirements for the services described herein. Failure to meet the requirements will be cause for eliminating the applicant from further consideration.

2. Consultant Interview: A committee will evaluate consultant solution(s) responses, and at its option invite the three (3) highest-scoring consultants to participate in interviews to shortlist candidate consultant solution(s) best suited to meet EMWD’s needs; EMWD, at its sole discretion, reserves the right to interview a higher or lower number of consultants. Candidates selected for an interview will be provided with a 3-day notice prior to its scheduled interview.

3. Selection: Based on the evaluation committee’s review and scoring of each Respondent’s qualifications, the firms will be ranked by the evaluation committee.

It is anticipated that one agreement will be awarded with the highest-ranking firm being selected.

3.3 BEST AND FINAL OFFERS

Finalists may be asked to submit revisions to their proposals for the purpose of obtaining best and final offers. Best and final offers may also be clarified and amended at finalist oral presentation and demonstration.

3.4 SELECTION OF FINALIST

Negotiations regarding agreement terms, conditions, scope of work, and pricing may or may not be conducted with Proposer. Therefore, the Proposal submitted should contain the Proposer’s most favorable terms and conditions, since the selection and award may be made without discussion with any Respondent. If EMWD engages the Respondent in negotiations and a satisfactory agreement provisions cannot be reached, then negotiations may be terminated. EMWD may elect to contact another Consultant(s) submitting a Proposal. This sequence may continue until an agreement is reached.

3.5 FINALIZE CONTRACTUAL AGREEMENTS

Any Contractual agreement(s) resulting from this RFP will be finalized with the most advantageous Proposer(s). In the event mutually agreeable terms cannot be reached with the Proposer(s) in the time specified, EMWD reserves the right to finalize a contractual agreement with the next most advantageous Proposer(s) without undertaking a new procurement process.

3.6 DISCLOSURE OF PROPOSAL CONTENTS

Proposals will be kept confidential until negotiations and recommendation of award are completed by EMWD. At that time, all proposals and documents pertaining to the proposals will be open to the public, except for material that is clearly marked proprietary or confidential.

4. AWARD PROCESS

EMWD reserves the right to withhold award of contract for a period of (120) days following RFP submittal. All proposals received are considered valid for that (120) day period.

4.1 INJURY & ILLNESS PREVENTION PROGRAM (IIPP)

Every California employer must establish, implement, and maintain a written Injury and Illness Prevention Program (IIPP) and a copy must be maintained at each worksite if the employer has non-fixed worksites. The requirements for establishing, implementing, and maintaining a written Injury and Illness Prevention Program can be found at:

DOSH - Publi https://www.dir.ca.gov/dosh/puborder.asp#IIPP

4.2 IIPP AND INSURANCE REQUIREMENTS

Respondent shall secure and provide their Firm(s)’s Injury & Illness Prevention Program (IIPP) and Certificate of Insurance (including endorsements and waivers) with the types and amounts of Insurance set forth in in this RFP within fourteen (14) calendar days of EMWD’s notification of recommendation of award approval. If the successful Respondent is unable to secure the required insurance, EMWD reserves the right to revoke the award and award the agreement to the next highest ranked Respondent, to negotiate with any Respondent regarding the services that are the subject of this RFP, or to take any other action that is in the best interest of EMWD. Respondents are not required to provide proof of Insurance and Injury & Illness Prevention Program (IIPP) with their proposals.

4.3 A purchase order or contract incorporating the terms and conditions contained herein will be sent to the successful Proposer.

http://www.dir.ca.gov/dosh/dosh_publications/iipp.html http://www.dir.ca.gov/dosh/dosh_publications/iipp.html

4.4 EXECUTION OF THE AGREEMENT

The Contract/Agreement shall be signed by the consultant and returned, along with the required attachments to EMWD within ten (10) calendar days from receipt of contract.

The period for execution may be changed by mutual agreement of the parties. Contracts are not effective until signed by the authorized EMWD officials. Any work performed prior to receipt of a fully executed contract shall be at Consultant’s own risk.

4.5 FAILURE TO EXECUTE THE AGREEMENT

Failure to execute the Agreement within the time frame identified above shall be sufficient cause for voiding the award. Failure to comply with other requirements within the set time shall constitute failure to execute the Agreement. If the successful Bidder refuses or fails to execute the Agreement, EMWD may award the Agreement to the next qualified Bidder.

Attachment I - (Professional Services) Master Service Agreement

MASTER AGREEMENT NO. XX-XXXXXXXX

CONSULTING SERVICES

UTILITY-SCALE ENERGY GENERATION STUDY

THIS AGREEMENT, is hereby made and entered into the ____ day of _______________, 2026, by and between the EASTERN MUNICIPAL WATER DISTRICT, ("EMWD"), and «CoName5»

(“Consultant”). EMWD and Consultant may singularly be referred to as a “Party” or collectively be referred to as "Parties."

RECITALS

WHEREAS, Consultant responded to EMWD's Request for Proposal 3940 through a proposal which is incorporated herein by reference.

WHEREAS, Consultant’s principal place of business is located at the following address:

«CoAddress6».

WHEREAS, EMWD’s principal place of business is located at the following address: 2270

TRUMBLE ROAD, PERRIS, CA 92570.

WHEREAS, EMWD desires to engage the services of Consultant to provide Consulting Services during the period covered by this Agreement.

WHEREAS, Consultant agrees to provide such services pursuant to this Agreement and has represented it possesses the necessary skills and qualifications to provide such services.

WHEREAS, Consultant declares Consultant is customarily engaged in an independently established business of the same nature as the services set forth herein and has complied with all federal, state, and local laws regarding business permits, licenses, and insurances of any kind required to carry out the said business and the tasks to be performed under this Agreement.

WHEREAS, Consultant declares that Consultant routinely offers Consultant’s nonexclusive services to the public or Consultant’s own customers or clients to perform the same or similar activities set forth herein.

NOW, THEREFORE, in consideration of the foregoing recitals and the mutual covenants contained herein, EMWD and Consultant agree as follows:

TERMS

I. INCORPORATION OF RECITALS

The Recitals and section titles set forth herein are incorporated herein and are an operative part of this Agreement.

II. SERVICES TO BE PERFORMED

The Consultant shall, in good workmanlike and professional manner, furnish the services as set forth in the proposal dated June 15, 2026, which is attached to this Agreement. Consultant understands that there is no guarantee of subsequent work assignments given or implied by entering into this Agreement.

III. TIME FOR COMPLETION

Subsequent to the execution of this Agreement, EMWD shall issue a Notice to Proceed to Consultant defining the agreed upon start date and expected completion date (including time necessary for final inspection, report preparation, submittal or other deliverables) which shall not exceed December 7, 2026, unless mutually agreed upon in writing by and between EMWD and Consultant. This Agreement shall terminate upon completion of Consultant's services covered by this Agreement.

Time extensions may be granted to Consultant by written notice, as reasonable, for delays by reason of strikes, boycotts, accidents, weather, or other circumstances that Consultant could not have reasonably expected to foresee or provide for. Such schedule may also be revised as mutually agreed upon in writing by and between EMWD and Consultant.

IV. COMPENSATION

EMWD shall pay Consultant on a time and expense basis in accordance with the proposed pricing subject to a maximum payment of ___________Dollars ($__________.00). This amount shall not be exceeded without prior written approval by EMWD.

All invoices, claims, and other communications dealing with compensation shall be addressed to:

Eastern Municipal Water District Attn: Finance Department, Accounts Payable

Post Office Box 8300 Perris, CA 92572-8300

Email: APUser@emwd.org

Invoices MUST identify the Agreement Number, Account Number, EMWD Project Manager, and Project Name (Title) as shown herein. Any invoice received without proper identification will be returned to Consultant. Approved invoices will be paid within thirty (30) days after receipt.

V. DATA AND SERVICES FURNISHED BY EMWD

EMWD shall provide Consultant with reasonably available information pertinent to the tasks to be performed by Consultant. Consultant shall apply reasonable caution in the interpretation and uses of EMWD furnished data and promptly advise EMWD of errors.

EMWD will work with and assist Consultant by providing or making available the following data and services:

A. Designate a contact person to act as the liaison of EMWD for work associated with each task. EMWD contact person is Bryan Stewart at Extension 6122.

B. EMWD historical and technical data, as required.

Consultant shall supply all other equipment, tools, materials, and supplies to accomplish the designated tasks.

VI. PREVAILING WAGES

N/A.

VII. STATUS OF CONSULTANT

Consultant shall perform the services provided for herein in Consultant's own way as an independent contractor and in pursuit of Consultant's independent calling. The Parties expressly intend that Consultant is an independent contractor and not an employee, agent, joint venture, or partner of EMWD. Nothing in this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between Consultant and EMWD, or any employee or agent of Consultant. Consultant shall not be entitled to the rights or benefits afforded to EMWD’s employees, including disability or unemployment insurance, medical insurance, vacation pay, sick leave, retirement benefits, or any other employment benefit. No payroll or employment taxes of any kind shall be withheld or paid with respect to payments to Consultant. The payroll or employment taxes that are the subject of this paragraph include, but are not limited to, federal personal income tax, state personal income tax, state disability insurance, state unemployment insurance, social security, and medicare. Consultant is responsible for all applicable Social Security, federal, and State taxes required on payments made by EMWD. Except as EMWD may specify in writing, Consultant shall have no authority, expressed or implied, to act on behalf of EMWD in any capacity whatsoever as an agent. Consultant shall have no authority, expressed or implied, pursuant to this Agreement to bind EMWD to any obligation whatsoever.

To the extent that Consultant uses a retired annuitant to perform any work for EMWD, it will ensure full compliance with all restrictions and requirements contained in Government Code sections 7522.56, 21224, 21227, and 21229 concerning the employment of retired annuitants, including but not limited to the following:

A. That the work will be of limited duration;

B. That the individual will receive an hourly pay rate that is not less than the minimum or more than the maximum paid to other EMWD employees performing comparable duties as listed in EMWD’s publicly available pay schedule;

C. That the individual will not receive any benefit, incentive, compensation in lieu of benefits, or other form of compensation in addition to the hourly pay rate;

D. That the individual will not work more than 960 hours in a fiscal year for employment with all CalPERS employers combined; and

E. That the individual affirms that he/she has not received any unemployment insurance payments for prior retired annuitant work for any CalPERS employer within twelve (12) months prior to his/her appointment date. To the extent that Consultant fails to comply with any of the restrictions and requirements contained in the applicable statutes, Consultant agrees to hold EMWD harmless and to compensate it for any expenses or costs incurred as a result of said failure, including but not limited to any employer contributions, interest, and/or penalties associated with an individual’s required reinstatement into CalPERS.

VIII. INSURANCE

Consultant shall not begin work under this contract until Consultant has obtained all policies of Insurance required hereunder, nor shall Company allow any Subcontractor to begin work until all policies of insurance required by this contract have been obtained by the Subcontractor(s). It is the responsibility of Consultant to verify subcontractor compliance with EMWD insurance requirements.

Consultant shall, during the life of this contract, notify EMWD in writing of any incident, either under Consultant’s jurisdiction, or any of Consultant Subcontractor’s jurisdiction, that may result in Bodily Injury or Property Damage claim(s) or resultant settlements, which may affect the limits of EMWD required insurance coverage, as soon as is reasonable and practical.

The Consultant and each of Consultant’s Subcontractors shall maintain the following policies of “occurrence form” (where applicable) type insurance, with coverage and insurance companies acceptable to EMWD, at Consultant’s sole cost and expense at all times during the life of this contract, including the entire time of the Consultant’s guarantee. EMWD shall have the right at any time to request certificates of insurance from any and all Subcontractors to verify proper coverage and additional named insured requirements. Such requests shall be responded to within a reasonable period (48-72 Hrs.):

a. Workers’ Compensation and Employer’s Liability Insurance

EMWD does not supply or obtain workers’ compensation insurance on account of Consultant or Consultant’s employees. Consultant shall cover its’ employees for workers’ compensation statutory benefits pursuant to California Labor Code Sections 2750.3 ab 3351, and Labor Code Section 3600. Consultant shall also carry Employer’s Liability insurance with a limit no less than $1,000,000 per accident for bodily injury or disease.

Consultant shall ensure and verify that all Consultant subcontractors similarly provide subcontractor’s employees with worker’s compensation statutory benefits and carry Employers Liability insurance in the amount described above.

Such policy shall contain an endorsement which specifically names Eastern Municipal Water EMWD or evidence that EMWD is provided coverage through a waiver of subrogation endorsement, which waives rights of subrogation against EMWD. Self-insured programs or PEO programs are not acceptable to EMWD.

b. Commercial Liability Insurance (CGL) Consultant shall obtain and maintain Commercial General Liability Insurance covering on an occurrence basis including products and completed operations, property damage, bodily injury, and personal and advertising injury liability in amounts not less than the following:

$2,000,000 Each Occurrence $4,000,000 General Aggregate

The policy is to be endorsed for the aggregate limit to apply to work performed under this contract.

Where excess liability insurance is used in connection with primary liability Insurance the combination of such must allow total limits of liability to be in amounts not less than the above specified amounts.

EMWD does not allow self-insured retention of more than $50,000.

c. Automobile Liability Insurance Consultant shall obtain and maintain Commercial Automobile Liability Insurance covering any auto, or if Contractor has no owned auto, covering hired and non-owned autos with limits in amounts not less than the following:

$1,000,000 Combined Single Limit (BI/PD) $1,000,000 Combined Single Limit Uninsured/Underinsured Liability

Such policy shall contain an endorsement which specifically names Eastern Municipal Water District as an Additional Insured (Blanket Coverage is not acceptable). Where excess liability insurance is used in connection with primary liability Insurance the combination of such must allow total limits of liability to be in amounts not less than the above specified amounts.

d. Professional Liability Insurance (Errors and Omissions) Contractor shall obtain and maintain Professional Liability Insurance appropriate for Contractor’s profession in amounts not less than the following:

$4,000,000 Per Claim and Annual Aggregate

e. Cyber Liability Consultant shall, at its own expense, secure and maintain for the term of this contract, Cyber Liability Insurance with limits of no less than $1,000,000 for each claim or event with an annual aggregate of $2,000,000 covering claims involving privacy violations, information theft, damage to or destruction of electronic information, intentional and/or unintentional release of private and/or confidential information, alteration of electronic information, extortion, and network security. The policy shall cover breach response cost as well as any regulatory fines and penalties.

EMWD does not allow self-insured insurance programs, Professional Employer Organization/Co-Employment Workers’ Compensation programs or self-insured retention in excess of $50,000.