AttachmentA_CI5585_ScopeOfWork.pdf

ATTACHMENT A – SCOPE OF WORK

CI 5585 – MUNICIPAL SERVICE CENTER MICROGRID AND BACKUP

POWER

General

This project will result in a microgrid integrating an existing solar photovoltaic (PV) system, a new battery energy storage system (BESS), and a new, recently designed natural gas generator at the City of Thousand Oaks Municipal Service Center (MSC) located at 1993 Rancho Conejo Blvd., Thousand Oaks, CA 91320 (Site). The microgrid shall enable off-grid autonomous operation of the facility as well as utility energy arbitrage and peak demand reduction. The successful proposer (Contractor) shall provide design, engineering, procurement, construction, and installation of the BESS, generator, switchboards, meters, data acquisition systems, electrical infrastructure, controls hardware and software, and monitoring software.

An existing 283 kW-AC solar PV system currently powers the MSC facility through the main switchboard and exports any excess energy produced to the utility, Southern California Edison (SCE). SCE power is used when solar power is insufficient or unavailable. MSC currently has two electrical service accounts with SCE, one for the facility and one for a compressed natural gas (CNG) station located onsite. The services are physically separate, and each service has its own SCE meter. The City has an existing interconnection agreement with SCE for the solar PV system. While the solar PV system is only connected to and provides energy to the facility (and not to the CNG station), the two SCE service accounts are on the Net Energy Metering Aggregation (NEM-A) tariff such that excess energy produced by the solar PV system and exported to the utility grid is used to offset energy imported from SCE for both the facility and CNG services.

An existing emergency load electrical panel is currently normally powered through the main switchboard. If power is not available through the main switchboard from either the utility or the solar PV system, then an automatic transfer switch causes an existing 60 kW natural gas generator to power the emergency load electrical panel.

The Contractor shall incorporate the following requirements and assumptions in their design and construction:

1. The existing interconnection agreement with SCE shall be replaced with an agreement including the new BESS in addition to the existing solar PV system.

1.1. The facility and CNG station SCE accounts shall both remain on the NEM-A tariff.

2. The new BESS shall meet the following specifications and requirements:

2.1. The storage capacity shall be at least 500 kWh.

2.2. The power rating shall be determined and implemented such that the BESS can power the facility starting from a state in which the main switchboard is completely deenergized. The BESS shall be capable of providing all inrush currents needed by devices at the facility.

3. The existing 60 kW generator and associated electrical infrastructure shall be demolished and removed from Site in accordance with CI 5585 MSC Generator Replacement Design (Attachment N) and all applicable federal, state, and local laws, requirements, and guidelines.

4. The CI 5585 MSC Generator Replacement Design (Attachment N) shall be followed for the procurement, construction, and installation of the following:

4.1. New natural gas generator

4.2. New switchboard

4.3. Foundations for new natural gas generator and switchboard

4.4. Extension of existing curbed island to accommodate new BESS and switchboard.

5. New switchboards, electrical infrastructure, and microgrid controls hardware and software shall provide the following capabilities:

5.1. City personnel shall have web-based access of the microgrid control software for the entire lifetime of the BESS with no additional costs.

5.2. City personnel shall have the ability to input utility time-of-use schedules upon which the microgrid controls software shall optimize battery charging and discharging schedules to minimize electricity costs through peak demand reductions and energy arbitrage.

6. New meters, data acquisition systems, and microgrid monitoring software shall provide the following capabilities:

6.1. City personnel shall have web-based access of the microgrid monitoring software for the entire lifetime of the BESS with no additional costs.

6.2. Data acquisition systems shall connect to the Internet using wired Ethernet. The

City shall provide a wired Ethernet access point inside MSC Building A. The Contractor shall provide all necessary cables, conduits between the data acquisitions systems and the wired Ethernet access points.

6.3. The microgrid monitoring software shall make available the following metrics:

6.3.1. facility power demand (kW)

6.3.2. utility to facility power (kW)

6.3.3. utility to BESS power (kW)

6.3.4. BESS to facility power (kW)

6.3.5. BESS to utility power (kW)

6.3.6. BESS state of energy (%)

6.3.7. BESS energy remaining (kWh)

6.3.8. solar PV generation power (kW)

6.3.9. solar PV to facility power (kW)

6.3.10. solar PV to BESS power (kW)

6.3.11. solar PV to grid power (kW)

6.3.12. generator to facility power (kW)

6.4. The microgrid monitoring software shall be capable of graphically displaying a user-configurable combination of the metrics included in point 6.3 in the following configurations:

6.4.1. 15 minutes of 1-second or shorter interval data

6.4.2. one hour of 3-second or shorter interval data

6.4.3. four hours of 10-second or shorter interval data

6.4.4. 24 hours of 1-minute or shorter interval data

6.4.5. seven days of 15-minute or shorter interval data

6.4.6. 30 days of 1-hour or shorter interval data

6.4.7. one year of 12-hour or shorter interval data

6.5. The metrics included in point 6.3 shall be available by downloading 1-second interval data for at least the most recent 30 days and 5-minute intervals for the lifetime of the BESS.

6.6. City personnel shall have the ability to configure an email to be automatically sent to specified City staff every 24 hours with an attached CSV file containing 5-minute interval data from the past 24 hours for any of the metrics included in point 6.3.

7. The Contractor shall be responsible for ensuring that the resulting microgrid is compliant with all applicable local, state, and federal codes and regulations.

8. The microgrid controller shall follow the sequence of operations described below for different operating conditions:

8.1. Sequence of Operations - Normal Conditions

STATE

STEPS

52B BESS 52L LOAD 52U UTILITY

Closed Following Closed Energized Closed Available

Microgrid Controller communicates directly to the BESS and PV inverters, and monitors the net facility power consumption at the Point of Interconnection (POI) with the utility through the protective relay.

The Microgrid Controller optimizes the charge and discharge of the BESS in conjunction with the PV production, to provide energy management services such as time-of-use energy arbitrage or peak shaving demand management.

The Microgrid Controller provides a configurable low State of Charge (SOC) limit to reserve a portion of the BESS for potential outages. Utility rate optimization will be performed only when above this SOC.

The Microgrid Controller can actively curtail PV production to meet zero export or limited export requirements as needed.

The Microgrid Controller operates the system within safe recommended limits and provides autonomous fault resolution when possible.

Manual-switching

The Microgrid Controller enables manual switching between grid-connected and island mode during normal operation.

8.2. Sequence of Operations - Utility Outage

STATE

STEPS

52B BESS 52L LOAD 52U UTILITY

Closed Forming Closed Energized Open Not

Available

1 The protective relay detects a grid failure and opens the grid breaker (52U).

The Microgrid Controller receives feedback from the protective relay and the BESS is switched to operate in grid-forming mode.

The Microgrid Controller curtails the PV inverters when the BESS is at a high SOC and the PV production capacity exceeds the load.

4 The load is met by PV and BESS until the BESS reaches a low SOC.

Manual-switching

The Microgrid Controller disables manual switching between grid-connected and island mode during a utility outage. The microgrid remains in island mode until utility power is restored.

8.3. Sequence of Operations - Low State of Charge (SOC)

STEPS

52B BESS 52L LOAD 52U UTILITY

Closed Forming Closed Energized Closed Not

Available

At a pre-configured low SOC, the Microgrid Controller will send a start signal to the generator controller.

The generator ramps up to nominal voltage and frequency. The genset controller performs a sync check and closes the generator breaker when it is in sync with the energized microgrid bus formed by the energy storage inverter.

The generator parallels with the energy storage. The Microgrid Controller ramps load onto the generator.

The Microgrid Controller gives the generator P/Q setpoints and operates it in either a cycle charging or load-following approach. This approach can be changed within the Microgrid Controller user interface at any time.

Cycle-charging

Cycle-charging:

▪ The Microgrid Controller starts the generator at a pre-configured low BESS

SOC and charges the BESS until a pre-configured high SOC is reached.

▪ At the high SOC, the Microgrid Controller signals the generator to stop, and the system seamlessly returns to solar and storage only operation.

▪ The Microgrid Controller continues to cycle charge the BESS with the generator until utility power is restored.

Load-following

Load-following:

▪ The generator supplies only the power required to meet the load, with no provisions for charging the BESS.

▪ The BESS will be charged from PV production only. PV inverters will be curtailed to respect generator minimum loading as needed.

▪ The Microgrid Controller will stop the generator when there is enough solar production and energy stored to meet the load without the generator.

8.4. Sequence of Operations - Restoration of Utility

STEPS

52B BESS 52L LOAD 52U UTILITY

Closed Forming Closed Energized Open Available

Utility returns and remains within thresholds for a preconfigured time delay. The utility grid is then considered suitable for reconnection.

8.5. Sequence of Operations – Grid Reconnection

STEPS

52B BESS 52L LOAD 52U UTILITY

Closed Following Closed Energized Closed Available

If the generator (load following) is running, the generator will deload and disconnect.

The protection relay closes the grid breaker (52U) when the microgrid bus and utility bus are in sync.

3 BESS switches to grid-following.

Normal grid-tied operations resume and performs sequence of operations during normal conditions.

Notes:

• The system shall comply with NEC 700 requirements where applicable (e.g., emergency loads, load prioritization, transfer timing, isolation).

• Anti-islanding protection shall be provided and meet SCE requirements.

• The BESS shall be sized to black start loads, considering all loads and required in-rush.

System Ownership

The generator, microgrid, and all of their components will at all times be owned by the City, and the City intends to fund the fixed price for the generator and microgrid.

Phases of Project Scope of Work

1. Preliminary Engineering

The location map in Attachment B shows the locations of the existing solar PV system and main electrical room and intended locations for the new natural gas generator and BESS. As-built drawings including facility electrical single line diagrams are provided in Attachment C. Utility and potholing reports from previous projects are provided in Attachment D. Geotech reports from previous projects are provided in Attachment E.

Monthly SCE bills for the MSC facility service account and 15-minute interval solar generation, SCE import, and SCE export data for representative 12-month periods are provided as Attachments F and G, respectively.

The Contractor shall conduct all surveys and analysis needed to complete preliminary designs for the project. Surveys will include Subsurface Utility Engineering (SUE) and geotech reports. Analysis will include, but not be limited to, electrical and natural gas system analysis and coordination with Southern California Edison and Southern California Gas regarding any modifications to existing electricity and natural gas services, respectively.

The Contractor shall conduct SUE to research all utilities within the project area to identify, locate (including potholing for existing utility verification), and accurately lay out all existing utility improvements. This task includes utilizing existing City records, performing on-site inspections, and employing geophysical techniques if necessary.

The Contractor must ensure the utmost accuracy in this process to facilitate the effective design of the microgrid and to mitigate potential conflicts or disruptions during construction. A timeframe for completing the SUE process shall be established to align with the project timeline.

The City anticipates no need for a topographic survey of the project. The Contractor shall be responsible for any needed field surveys to complete their design and construction.

2. Design and Engineering

The Contractor shall provide design and engineering services following the requirements included in section 2.0 DESIGN of the Design Guidelines (Attachment H).

3. Permitting

The City is a self-permitting agency; however, the Contractor shall be responsible for the building and safety permits and City business licenses required for this project. All structural design work shall be prepared under the direct supervision of a civil or structural engineer licensed in the State of California. The Contractor shall submit signed-stamped drawings and calculations for City review prior to fabrication, installation, and construction. The City will review all design documents and provide comments, clarifications, and corrections as needed during the project. All current local, state, and national applicable codes ad requirements shall be met as a minimum.

The Contractor shall be responsible for coordinating work with SCE and obtaining approvals from SCE for design, interconnection, and operation, including all SCE fees.

The Contractor shall be responsible for coordinating work with SoCalGas for any natural gas service modifications, including meter and regulator replacements/adjustments, and ensure compliance with current applicable SoCalGas requirements. The Contractor shall obtain any necessary approvals or clearances required by SoCalGas.

The Contractor shall be responsible for obtaining AQMD permit and submitting the required documentation.

4. Procurement

The Contractor shall procure and have delivered to the Site the generator, BESS, switchboards, meters, data acquisition systems, electrical infrastructure, controls hardware and software, monitoring software, and any other materials required to construct the system described in the scope of work.

5. Site Mobilization

The Contractor shall carry out site mobilization following the requirements included in ARTICLE 40 MOBILIZATION of the General Conditions (Attachment H).

6. Construction and Installation

The Contractor shall construct and install all components required to deliver the system described in the scope of work following the requirements in the Design Guidelines (Attachment I) and General Conditions (Attachment H).

7. Material Testing and Inspections

The Contractor shall be responsible for providing material testing, inspection, and installation observation services to be conducted by a third-party consultant approved by the City, as required to secure building permits. Services shall include attendance at pre-construction and progress meetings and delivery of field and laboratory test reports, daily inspection reports, and final completion report.

8. Monitoring and Control Software

The Contractor shall install, configure, and verify the correct operation of all monitoring and control software required in the scope of work.

9. Utility Permission to Operate

The Contractor shall secure Permission to Operate from the utility (SCE) for all systems included in the scope of work.

10. Startup, Commissioning, and Training

The Contractor shall conduct system startup and commissioning following the requirements included in Section 6.11 Equipment Startup and Testing and 13.0 COMMISSIONING in the Design Guidelines (Attachment I).

The Contractor shall provide training following the requirements in section 8.3 Operator Training in the Design Guidelines (Attachment I).

11. Project Closeout

The Contractor shall provide O&M manuals following the requirements in section 1.3 Operation and Maintenance (O&M) Manuals in the Design Guidelines (Attachment I).

The Contractor shall submit as-built drawings following the requirements in section

6.10 As-Built Drawings in the Design Guidelines (Attachment I).

12. Optional/Additional Scope

The Contractor shall list all other sub-tasks they deem necessary for successful completion of the project in the proposal. This shall be broken down into sub-tasks, as appropriate, and the Contractor’s price proposal should reflect the corresponding costs.

13. One Year O&M

The Developer shall provide one (1) year of Operations and Maintenance for the completed system, starting from the date of the Notice of Completion. O&M services shall include the following:

• Inspection of all generator, BESS, and microgrid controller components

• Cleaning of all generator, BESS, and microgrid controller components

• Generator, BESS, and microgrid performance testing

• All repairs or replacement of generator, BESS, and microgrid controller components required to maintain performance of system

• Report of results of O&M services performed

The Contractor and the City shall enter into a separate agreement to cover the O&M period.

All items 1-12 (not including 13. One Year O&M) above shall be provided before the City can accept the improvements and issue the Notice of Completion on the project.

Standards of Work

Standards of work include, but are not limited to, the following:

1. Reports, memoranda, and other documents furnished under this Scope of Work will be of a quality acceptable to the City. Deliverables must be of neat appearance, complete, accurate, error-free as possible, organized and technically and grammatically correct, reflect the incorporation of City and other agency review comments, and be checked to meet all of the contract requirements.

2. All analyses and recommendations shall be based on the latest applicable codes and engineering calculations to properly size the required systems for the facilities involved. City of Thousand Oaks Road Standards shall be utilized for design. All dimensions shall be in English Units.

3. Contractor is responsible for fully acquainting itself with the conditions of the Site as well as those relating to the construction and labor of the Work, to fully understand the facilities, difficulties and restrictions which may impact the cost or effort required to complete the Work, including transportation, handling and storage of materials, site access and easement considerations, and all other physical or environmental conditions at or near the Site. A mandatory pre-proposal will be held on August 6, 2025 in the Conejo Room at the Municipal Service Center, 1993 Rancho Conejo Blvd., Thousand Oaks, CA.

4. Storm, surface, nuisance, or other waters may be encountered at various times during construction of the project. Federal and State laws require the City and its contractors to appropriately manage such waters pursuant to the requirements of California State Water Resources Control Board and any subsequent amendment to or renewal thereof, State Water Resources Control Board Order No. 2013-0001- DWQ (NPDES Order No. CAS000004), Los Angeles Regional Water Quality Control Board Order No. R4-2012-0077, the Federal Clean Water Act, and the California Porter Cologne Water Quality Control Act. By submitting a proposal, Contractor acknowledges that it has investigated the risk arising from such waters, has prepared its Proposal accordingly, and assumes any and all risks and liabilities arising therefrom, and shall comply with all permits, orders, and all other requirements imposed by law.

5. The following responsibility matrix delineates responsibilities for regulatory compliance, permits, and other activities needed to complete the project and commission the facility.

Project Responsibility Matrix

Description City of Thousand Oaks Contractor

Permits - Construction

City will pay City of Thousand Oaks Building and Safety fees for Building, Electrical, and Grading permits; and AQMD fees.

Contractor shall procure permits required for construction, including:

(1) Building Permit

(2) Electrical Permit

(3) Grading (if required)

(4) AQMD Permit

Geotechnical investigation

Available information, for reference only, is shown in Attachment E (Geotech Reports).

Contractor is responsible for reviewing any available geotechnical engineering reports, including the design recommendations listed in the report and key assumptions, and providing their own geotechnical report as the basis of their design.

Utilities and other buried infrastructure.

Available information, for reference only, is shown in Attachment D (Utility and Potholing Reports) and on as-built drawings in Attachment C.

Contractor is responsible for completing any onsite potholing necessary and designing the utility alignment accordingly. Contractor shall protect in place all existing facilities.

Electricity City will pay for all electricity use at the facilities listed and as required by the project.

Contractor shall be responsible for coordinating work with SCE and obtaining approvals from SCE for design, construction, and operation.

This includes payment of all SCE permit and interconnection fees.

Gas

Contractor is responsible for coordinating work with SoCalGas and obtain any necessary approvals or clearances required by SoCalGas.

Topographical survey

City will provide any available existing preliminary surveys to the selected company for reference only.

Contractor is responsible for final design and construction required surveys and any needed field surveys to complete their design.

Design City has provided minimum Contractor is responsible for all

Design Guidelines (Attachment I) in RFP/Q. City will provide timely reviews of design submittals.

microgrid and generator design and construction documents. Contractor responsible for submission of microgrid and generator system designs and supporting calculations.

Construction

City will respond to RFIs and will review shop drawings and other technical submittals for general conformance. City will provide general oversight.

Contractor is responsible for all microgrid and generator construction based on design documents included in the contract. Contractor responsible for scheduling inspection for permits issued by Building and Safety.

Quality assurance and quality control

At its discretion, City will provide occasional construction observation and verification testing.

Contractor is responsible for establishing and implementing QA/QC procedures, including: (1) independent review of design, and

(2) inspection/testing of construction. Contractor to provide QA/QC documentation results.

Site security and safety

City facilities are locked and not open to the public.

Contractor is responsible for construction site fencing and security as needed and site safety. Contractor to adhere to City rules as applicable at site.

Existing facilities

City shall respond and coordinate with Contractor to accommodate any required shutdowns or disruptive work.

Contractor to protect City’s existing facilities from damage or operations disruption during microgrid and generator design and construction.

Contractor to limit electrical system shutdowns. Shutdowns shall be limited to facility closed hours whenever possible and shall be coordinated with, and at the convenience of, the City. A one-week advanced notice to the City will be required for all shutdowns.

The facility must remain operational during the construction phase. The Contractor shall propose measures to minimize disruptions.

Construction None Contractor is solely responsible for schedule meeting the project schedule.

Training None Contractor shall provide in person technical and operational training for City’s personnel.