AttachmentB_CI5702_ScopeOfWork_.pdf

ATTACHMENT B – SCOPE OF WORK

CI 5702 – POWER BACKUP AT LANG RANCH PUMP STATION

General

This project will result in providing a microgrid integrating a new Caterpillar C-9 diesel generator (or equivalent) and a new Battery Energy Storage System (BESS) which shall be integrated into the Supervisory Control and Data Acquisition (SCADA) system with the existing electrical infrastructure at the Lang Ranch Pump Station located at 2237 Peak Place, Thousand Oaks, CA 91326 (Attachment A – Vicinity and Location Map). The microgrid shall enable off-grid autonomous operation of the facility during utility power outages while providing operational reliability for critical water infrastructure. The successful 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.

The Lang Ranch Pump Station is currently supplied by Southern California Edison (SCE) through the existing service connection and main switchboard. The pump station operates critical pumping equipment (approximately 100kW load) that requires a minimum 48-hour continuous operation to maintain reservoir operations. Currently, when utility power is unavailable, a portable generator is deployed to maintain operations. The pump station lacks redundancy; therefore, establishing a permanent backup power solution with seamless transfer capability is essential.

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

1. Diesel Generator System

1.1. The Contractor shall provide a new diesel generator that meets the specifications included in the Technical Specifications (Attachment K), including:

i. Minimum capacity of 200kW, sized to accommodate the full facility load of approximately 100kW plus additional capacity for motor starting currents, and simultaneous equipment operation.

ii. 48-hour continuous runtime at 100kW load. Contractor to calculate actual fuel consumption rate and provide required tank capacity.

1.2. The generator shall be integrated using a parallel switchboard configuration that eliminates the traditional Automatic Transfer Switch (ATS) in favor of electronically controlled circuit breakers that allow seamless transitions between power sources and parallel operation capabilities.

2. New Switchboard

2.1. The Contractor shall provide a new switchboard to integrate utility power, generator, and BESS that meets the specifications included in the Technical Specifications (Attachment K).

3. Battery Energy Storage System (BESS)

3.1. The BESS shall meet the specifications included in the Technical Specifications (Attachment K), including:

i. Have a minimum usable storage capacity of 500 kWh

ii. Accommodate full facility load (100 kW) with appropriate margin

iii. Cold load pickup capability from de-energized switchboard conditions

iv. Capable of providing all inrush currents needed by devices at the facility.

3.2. The BESS power rating shall be determined by the Contractor through load analysis.

3.3. The battery system shall operate according to the operational modes and state of charge thresholds defined in Section 3.2 Operating Modes of the Technical Specifications (Attachment K).

4. Equipment Foundations

4.1. The Contractor shall provide appropriate foundations for all major equipment, including:

i. Diesel generator

ii. BESS

iii. Switchgear/switchboard

iv. Isolation Transformer

5. Microgrid Control System

5.1. The Contractor shall provide a Microgrid Control System that meets the specifications included in the Technical Specifications (Attachment K).

5.2. The microgrid controller shall provide automatic detection of utility power loss and seamless transition to island mode operation without interruption to critical loads, meeting all applicable IEEE 1547 anti-islanding requirements. The microgrid shall automatically switch back to grid-connected mode upon restoration of utility power.

5.3. The controller shall manage all operational transitions and mode changes as specified in the Sequence of Operations, including coordination between BESS and generator during various operating conditions.

5.4. During a utility power outage, if power from the BESS is not sufficient to meet the facility’s demand, then the microgrid controls shall automatically cause the generator to power the facility through the new switchboard.

5.5. City personnel shall have the ability to manually switch the microgrid between island mode and grid-connected mode as desired, though microgrid shall remain in island mode during utility power outages.

5.6. The controller shall include time-of-use optimization capabilities, allowing City personnel to program utility rate schedules and enable automatic battery charging and discharging to minimize demand charges and perform energy arbitrage.

5.7. The contractor shall provide a complete microgrid protection system, including modes of operation, protection coordination studies, protective relay settings, and an arc-flash hazard analysis.

6. SCADA Integration

6.1. The Contractor shall engage a licensed and certified SCADA integrator to perform complete integration of all microgrid components, including the BESS, diesel generator, upstream switchboard, new meters, data acquisition systems, and microgrid monitoring software with the City’s existing SCADA system (Ignition).

6.2. The Contractor shall provide all required equipment, software, and configuration for complete SCADA integration, including alarms, historian points, and system visibility, in accordance with City standards.

6.3. SCADA integration shall be limited to monitoring-only functions with no remote-control capabilities.

6.4. SCADA communications shall utilize the existing wireless radio network infrastructure at the site, with new monitoring points integrated through available I/O capacity or additional cards as required, maintaining complete physical and logical separation from any internet-connected systems.

6.5. The Contractor shall perform all SCADA programming and configuration, as included in the Design Guidelines (Attachment F)

6.6. The Contractor shall perform Factory Acceptance Testing (FAT), site commissioning, and point-to-point verification of all SCADA data points and alarms to ensure reliable operation.

6.7. The Contractor shall develop as-built drawings, network diagrams, SCADA project files, and configuration documentation to the City at project closeout.

6.8. Training shall be provided for City operations personnel on SCADA screens, alarms, historian tools, and overall system operation.

7. Remote Monitoring

7.1. The Contractor shall provide a separate internet-based remote monitoring system, independent from SCADA, to allow City administrative personnel to view generator operating status, BESS state of charge, new meter data, and alarms through a secure software platform, web portal or cloud dashboard.

7.2. The system shall be monitoring-only and shall not permit remote control.

7.3. The Contractor shall furnish and commission a cellular networking solution, including data plan, antennas, cabling, and configuration, to enable reliable internet connectivity at the project site.

7.4. Factory Acceptance Testing (FAT) and site commissioning shall be performed to verify correct transmission and display of remote monitoring data.

7.5. The Contractor shall clearly identify any recurring monthly costs or lump sum costs associated with the monitoring software, website hosting, data storage, or cellular plan, and include such costs in the documentation to the City at project closeout.

8. Operational Continuity

8.1. The pump station must remain fully operational 24/7 throughout the construction period. Contractor shall ensure continuous power supply and coordinate activities to minimize disruptions.

8.2. The Contractor shall furnish temporary power from either SCE or provide portable generator which will be tapped to the service side of the existing panel during construction and for operational continuity as required.

8.3. The Contractor shall provide temporary generator connection provisions as needed during construction, including appropriate transfer switching, load bank testing capabilities, and contingency plans for maintaining power during critical cutover operations.

8.4. All system shutdowns required for tie-ins or testing shall be coordinated with City operations staff with minimum two-weeks advance notice, scheduled during off-peak hours when possible, and limited to a maximum of 4 hours per occurrence to maintain reservoir operations.

8.5. The Contractor shall coordinate with the City for any potential concurrent construction activities at the Lang Ranch Pump Station site for:

i. Site access and staging areas as directed by the City

ii. Scheduling major equipment deliveries and utility shutdowns

iii. Maintaining safe work zones for concurrent projects

8.6. The existing portable generator connection (Arktite type) located downstream of the main switchboard shall remain intact and fully operational throughout construction and in the final configuration. The Contractor shall protect this connection in place and ensure it remains accessible for emergency use.

9. Sequence of Operations

9.1. The system shall operate per the Sequence of Operations defined in Section

3.2 Operating Modes of the Technical Specifications (Attachment K).

10. Training

10.1. One day training in the operations of the new microgrid, BESS, and generator.

System Ownership

The BESS, generator, microgrid, control, monitoring, 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 BESS, generator and microgrid.

Phases of Project Scope of Work

1. Design Phase

1.1. Preliminary Engineering

The Vicinity and Location map (Attachment A) shows the location of the project site.

The Conceptual Design (Attachment M) shows the existing electrical room, equipment layout and the intended locations for the diesel generator and BESS. As-built drawings including facility electrical single line diagrams are provided in Attachment C. Monthly SCE Electricity Bills and power intervals for the Lang Ranch Reservoir facility service account is provided in Attachment D and Attachment L, respectively.

The Contractor shall conduct all preliminary engineering activities necessary to complete the project design, including:

• Topographic and boundary surveys

• Geotechnical investigations

• Subsurface Utility Engineering (SUE) to identify and locate existing utility improvements, including utilizing existing City records and performing on-site inspections and potholing as necessary

• Load analysis and electrical system studies

• Fire hardening assessment

• Coordination with Southern California Edison regarding any modifications to existing electricity services.

1.2. 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 F).

1.3. Permitting

The City is a self-permitting agency; however, the Contractor shall be responsible for the building and safety permits. 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 and requirements shall be met as a minimum.

The Contractor shall be responsible for ensuring that the resulting microgrid is compliant with all applicable local, state, and federal codes and regulations. The Contractor shall ensure that all above-ground equipment (BESS, diesel generator, fuel tank) complies with applicable California codes, clearance, fire-safety, environmental, and permitting requirements.

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 coordinate with SCE for all required power disconnection and reconnection activities at the facility, including scheduling, notifications, and obtaining necessary approvals. The Contractor shall ensure full compliance with SCE requirements. Documentation demonstrating compliance shall be submitted to the City and SCE prior to system commissioning.

The Contractor shall be responsible submitting the application and required documentation and obtaining VCAPCD permit including all fees. The application process shall begin as soon as the generator is selected.

2. Procurement Phase

2.1. Equipment and Material 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.

3. Construction Phase

3.1. Site Mobilization

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

3.2. 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 General Conditions (Attachment E) and Design Guidelines (Attachment F).

3.3. 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.

3.4. Utility Permission to Operate

The contractor shall secure Permission to Operate from the utility provider (Southern California Edison) for all systems included in the scope of work.

3.5. Startup, Commissioning, and Training

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

The Contractor shall provide the required training as outlined in Section 8.3-Operator Training as listed in the Design Guidelines (Attachment F).

3.6. Project Closeout

The Contractor shall provide O&M manuals following the requirements in Section 1.4- Operation and Maintenance (O&M) Manuals as listed in the Design Guidelines (Attachment F). The Contractor shall submit as-built drawings following the requirements in Section 6.10-As-Built Drawings as listed in the Design Guidelines (Attachment F).

4. One Year O&M

The Contractor shall provide one (1) year with option for three (3) additional years 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 load testing

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

• Report of results of maintenance services performed

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

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 and Water Design and Construction Standards and Standard Specification for Public Works Construction 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 project site. A mandatory pre-proposal will be held on December 2, 2025 at the project site, 2237 Peak Place, 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 and Electrical permits, and Grading permits.

Contractor shall procure permits required for construction, including:

(1) Building Permit

(2) Electrical Permit

(3) Grading (if required)

(4) VCAPCD permit and payment of any VCAPCD permit fees

Geotechnical investigation

City will provide site access and coordinate with facility operations to allow contractor’s investigation activities.

Contractor is responsible for performing a complete geotechnical investigation for the project site, including subsurface borings, sampling, laboratory testing, and preparation of a geotechnical report with design recommendations. The report shall address soil bearing capacity, groundwater conditions, settlement, compaction requirements, and any other geotechnical parameters necessary for the design and construction of foundations, underground conduits, and equipment pads. Contractor shall use this report as the basis for their design.

Utilities and other buried infrastructure.

Available information is shown in As-Built drawings in

Attachment C (for reference only).

Contractor is responsible for performing GPR scanning and potholing to identify existing facilities. Contractor shall protect in place all existing facilities.

Electricity

City will pay for all electricity use at the facility 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 scheduling disconnect/reconnect activities, ensuring compliance with SCE Rule 21, and payment of all SCE permit fees.

Boundary

Survey

City will provide site access and coordinate with facility operations to allow contractor’s survey activities.

Contractor is responsible for performing a complete boundary survey of the project site, including property lines, easements, rights-of-way, and any encroachments. The survey shall be stamped by a licensed surveyor in the State of California and provided in electronic (CAD) and hard-copy format. Contractor shall use the survey as the basis for their design to ensure all proposed improvements remain within property limits.

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

Design Guidelines (Attachment

F) in RFP/Q. City will provide timely reviews of design submittals.

Contractor is responsible for all microgrid, BESS, and generator system designs, supporting calculations, and construction documents, including Civil, Structural, and Electrical designs.

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, BESS, and generator construction based on design documents included in the contract. Contractor is responsible for scheduling inspection for permits issued by the permitting agencies.

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

Contractor shall 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 two-week advanced notice to the City will be required for all shutdowns.

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

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

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