ATTACHMENT K - TECHNICAL SPECIFICATIONS

CI 5702 – POWER BACKUP AT LANG RANCH PUMP STATION

1. GENERAL

1.1 Project Overview

This specification establishes the minimum performance requirements and design criteria for a design-build microgrid system integrating a diesel generator, Battery Energy Storage

System (BESS), and controls to provide reliable backup power for the Lang Ranch Pump

Station.

Project Location:

Lang Ranch Pump Station 2237 Peak Place Thousand Oaks, CA 91326

Site Conditions:

• Elevation: Approximately 1,250 feet above sea level

• Utility Service: Southern California Edison (SCE)

1.2 Design-Build Approach

The Contractor shall provide complete design, engineering, procurement, installation, testing, commissioning and operations and maintenance of all systems. This specification defines required performance outcomes and design criteria; the Contractor is responsible for all design solutions, means and methods to achieve these requirements.

Standards of Work

• All work performed by qualified, CA-licensed professionals

• Reports, drawings, and documents of professional quality

• Incorporate City review comments

• Design per latest applicable codes and City standards

Stormwater and Environmental Compliance

• Erosion control Best Management Practices (BMPs)

• Spill prevention for fuel storage

• Compliance with federal, state, and local water quality regulations

1.3 Applicable Codes and Standards

All work shall comply with current adopted editions of applicable codes and standards, including but not limited to:

• Electrical:

o National Electrical Code (NEC) o IEEE 1547-2018 (Interconnection and Interoperability of Distributed Energy

Resources) o ANSI, NEMA, UL standards as applicable

• Energy Storage:

o UL 9540 (Energy Storage Systems and Equipment) o UL 9540A (Test Method for Thermal Runaway Fire Propagation) o NFPA 855 (Installation of Stationary Energy Storage Systems)

• Generator and Fuel:

o EPA and CARB emission requirements for emergency standby generators o Ventura County APCD permit requirements o NFPA 30 (Flammable and Combustible Liquids) o NFPA 37 (Stationary Combustion Engines) o NFPA 110 (Emergency and Standby Power Systems)

• Structural and Seismic:

o California Building Code (CBC) (Latest Edition) o ASCE 7 (Latest Edition) o Component Importance Factor: 1.5

• Utility Interconnection:

o SCE Rule 21 (Generating Facility Interconnections) o All applicable SCE technical requirements

• Local:

o City of Thousand Oaks Municipal Code o City’s Road Design and Construction Standards o City’s Water Design and Construction Standards

1.4 Submittals

Design Phase:

• 30%, 60%, 90% 100% draft and 100% final design packages

• Preliminary and final geotechnical reports

• Equipment specifications and data sheets

• Single-line diagrams and control schematics

• Protection coordination study

• Arc flash hazard analysis

• Site plan and foundation drawings (stamped by CA-licensed engineer)

Procurement:

• Shop drawings

• Product data for all major equipment

• Manufacturer certifications and test reports

Construction/Commissioning:

• As-built drawings (AutoCAD .dwg and PDF)

• Factory and field test reports

• Commissioning reports

• SCADA configuration documentation

• Training materials

Closeout:

• Operation and Maintenance manuals

• Warranty documents

• All permits and approvals (copies)

• Software/configuration files with documentation

• Identify all recurring monthly or annual costs, e.g.:

o Cellular data plan o Software licensing/subscription fees o Cloud hosting fees (if applicable) o Data storage fees

2. EXISTING FACILITY DATA

2.1 Existing Load Data

Equip. ID HP Voltage FLA PF Eff (%) RPM Class Code

Pump P-1 60 460 68 87.2 94.5 1785 B G

Pump P-2 60 460 73 N/A N/A 1765 B G

Air Compressor 1 480 N/A N/A N/A N/A N/A N/A

Notes:

• Facility load: Approximately 100 kW continuous operation

• Contractor shall verify all load data during design and account for simultaneous motor starting in equipment sizing

2.2 Existing Electrical Infrastructure

• Service Voltage: 480V/277V, 3-phase, 4-wire

• Existing main switchboard location: See Attachment C (As-Built Drawings)

• Existing portable generator connection: Arktite-type receptacle downstream of main switchboard (must remain functional).

2.3 SCADA System

• Existing SCADA Platform: Ignition by Inductive Automation

• Communication Protocol: MQTT (Message Queuing Telemetry Transport)

• Communication Network: Wireless radio network (existing infrastructure at site)

• Requirements: Monitoring only (no remote control via SCADA)

3. PERFORMANCE REQUIREMENTS

3.1 System Performance

The completed microgrid system shall provide:

• Backup Power Duration:

o Minimum 48 hours continuous operation at full facility load (100 kW) during utility outage o No external fuel delivery or battery recharging required during this period

• Zero interruption to critical loads during power source transitions:

o Utility to island mode (manually initiated) o BESS to generator paralleling o Island mode to utility restoration

• Cold Load Pickup Capability o BESS shall energize completely de-energized facility loads without external power source o Must provide sufficient inrush current for all motor starting sequences

• Operational Availability:

o System available for backup operation within 10 seconds of utility loss o Automatic detection and response to utility outages o Return to normal operation automatically upon utility restoration

3.2 Operating Modes

System shall operate per the Sequence of Operations defined in Attachment B (Scope of

Work), including:

3.2.1 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 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 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 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.

3.2.2 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 load is met by BESS until the BESS reaches a low State of Charge

(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.

3.2.3 Sequence of Operations - Low State of Charge (SOC)

STEPS

52B BESS 52L LOAD 52U UTILITY

Closed Forming Closed Energized Open 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.

Microgrid Controller keeps the BESS in a grid-forming but commands zero net real power flow (no charging). Generator supplies full load.

Microgrid Controller continuously monitors SOC and generator parameters;

BESS remains in forming/support mode until restoration or controller-commanded change.

3.2.4 Sequence of Operations - Restoration of Utility

STEPS

52B BESS 52L LOAD 52U UTILITY

Closed Following Closed Energized Closed Available

1 Utility returns.

Microgrid Controller senses return of utility and verifies voltage/frequency stability for the preconfigured time delay.

Protection relay performs synchronization checks; when thresholds met, relay closes grid breaker (52U) to reconnect to utility.

If generator is running, Microgrid Controller coordinates generator ramping or shutdown, and disconnects in closed transition.

5 BESS switches to grid-following mode.

Normal grid-tied operations resume, and the Microgrid Controller returns to utility-optimization functions

Notes:

• The final control sequence of operations and control logic will be determined during project execution.

• 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 shall meet SCE requirements.

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

3.3 Energy Management Functions

Time-of-Use (TOU) Optimization:

• System shall support programmable utility rate schedules

• Automatic BESS charge/discharge to minimize demand charges and energy costs

• Peak shaving and load shifting capabilities

• Configurable minimum SOC reserve (e.g., 30%) to ensure backup capacity

Monitoring and Data:

• Real-time monitoring of all system parameters

• Historical data logging (minimum 3 years retention)

• Alarm and event notification

• Remote monitoring capability via secure internet connection

4. DIESEL GENERATOR SYSTEM

4.1 General

• Minimum Rating: 200kW / 250 kVA @ 0.8 PF kW to be determined by Contractor to accommodate the following:

o Full facility load (100 kW) with margin o Motor starting inrush currents for largest and multiple motors

• Reference Standard: Caterpillar C9 or approved equal meeting these specifications o Generator selection should consider Ventura County Air Pollution Control

District (VCAPCD) certified equipment list to expedite permitting process

• Voltage: 480V, 3-phase, 60Hz

• Enclosure: Weather-protective outdoor enclosure

• Fuel Tank: 48-hour runtime at 100 kW, double-wall o Contractor to calculate fuel consumption rate and provide actual tank capacity (gallons)

• Altitude: Up to 1,500 ft above sea level without derating

• Emissions: EPA Tier III Non-Road minimum (or current EPA requirements)

• Sound Requirements: Per City of Thousand Oaks noise ordinances.

• Exhaust: If required, install Diesel Particulate Filter (DPF)

• Emissions Compliance:

o EPA Tier III Non-Road standards (minimum) or current EPA requirements o California Air Resources Board (CARB) certification o Contractor responsible for obtaining all air quality permits

• Operational Capabilities:

o Automatic start/stop based on microgrid controller commands o Parallel operation with utility and BESS o Local and remote monitoring

• Speed: 1800 RPM

• Controls and Communication:

o Digital controller with protective functions (oil pressure, temperature, overspeed, etc.)

o Communication protocol: Modbus RTU/TCP for microgrid controller integration o Synchronization capability for paralleling with BESS and utility o Monitoring points: Running status, power output, fuel level, alarms

• Installation:

o Skid-mounted with vibration isolation o Reinforced concrete foundation (Contractor to design per geotechnical investigation and recommendation) o Seismic anchorage per CBC requirements

4.2 Standards and Testing

• Design, manufacture, and installation per NFPA 110 and manufacturer standards

• Factory load bank testing (minimum 2 hours at rated load)

• Certified factory test reports provided

• Field commissioning including load bank testing and parallel operation verification

5. BATTERY ENERGY STORAGE SYSTEM (BESS)

5.1 General

• Minimum Capacity: 500 kWh usable storage

• Power Rating: kW to be determined by Contractor to accommodate the following:

o Full facility load (100 kW) with margin o Motor starting inrush currents for largest and multiple motors

• Operational Capability: Must power facility starting from de-energized switchboard condition

• Battery packs shall be pre-installed and tested at the factory

• Thermal management shall maintain all cells within the manufacturer’s operating temperature range

• Designed to operate per utility required power quality

• Outdoor installation with NEMA 3R enclosure (minimum)

• Safety and Compliance:

o UL 9540 listed (complete energy storage system) o UL 9540A tested (thermal runaway fire propagation) o NFPA 855 compliant installation o Fire detection and suppression (as required by NFPA 855 based on system design) o Emergency shutdown (EPO) accessible from outside enclosure

• Inverter/Power Conversion System (PCS):

o Sufficient for motor starting inrush currents for largest and multiple motors o Bi-directional, voltage-source inverter o Output: 480V, 3-phase, 60 Hz o Anti-islanding protection (when in grid-following mode)

• Communication:

o Protocol: Modbus RTU/TCP to microgrid controller o Real-time data: SOC, SOH, power (kW/kVAR), voltage, current, frequency, alarms o Control commands: Charge/discharge setpoints, operating mode, start/stop

• Isolation Transformer o As-needed, by design, to accommodate islanding/grid-forming mode.

6. SWITCHBOARD AND POWER DISTRIBUTION

6.1 General

• Voltage: 480V/277V, 3-phase, 4-wire, 60 Hz

• Continuous Current Rating: Minimum 600A

• Short Circuit Current Rating: Minimum 35kA (to be verified by Contractor)

• Electronically controlled circuit breakers that allow isolation from utility and transitions between power sources

• Circuit breakers required for:

o Utility interconnection breaker (52U) o Generator breaker (52G) o BESS breaker (52B) o Load feeder breaker(s) (52L and others as required) o Adequate interrupting capacity for fault current

• Microprocessor-based protection and metering o Protection:

▪ Complete protection coordination between all devices

▪ Selective coordination where required by NEC

▪ IEEE 1547-2018 compliant utility interconnection protection o Metering:

▪ Revenue metering as required by SCE

▪ Customer metering

• Switchboard Construction:

o UL 891 listed assembly o NEMA 3R enclosure for outdoor pad-mounted installation o Dead-front construction, front-accessible o Factory-assembled and tested as complete system

6.2 Required Studies and Documentation

Protection Coordination Study:

• Time-current coordination of all protective devices

• Cover all operating modes

• Verify selective coordination (where required)

• Settings tables and coordination curves

Arc Flash Hazard Analysis:

• Per IEEE 1584 and NFPA 70E

• Incident energy calculations at all working locations

• Arc flash labels on all equipment

• PPE requirements identified

Short Circuit Study:

• Available fault current at all points

• Verify adequate interrupting ratings

7. MICROGRID CONTROLLER

7.1 General

• Automatic Operation:

o Detect utility power loss and transition to island mode automatically (within

10 seconds) o Coordinate BESS and generator operation per Section 3.2 Operating

Modes o Manage state of charge monitoring and generator start/stop o Detect utility restoration, verify stability, and reconnect automatically

• Control Functions:

o Voltage and frequency regulation during island operation o Load/generation balance management o Synchronization control for all power sources o Cold start o Time-of-use optimization and energy arbitrage (grid-tied mode)

• Interface Requirements:

o Communication with generator controller o Communication with BESS o Communication with protective relays o Communication with power meters o Integration with City SCADA system (MQTT protocol required)

• User Interface:

o Local HMI for monitoring, manual control, and configuration o Remote web-based access for City administrative personnel o Alarm annunciation (visual and audible) o Data logging of all system parameters and events

• Hardware:

o Industrial-grade controller (PLC, microprocessor-based controller, or integrated microgrid controller) o Environmental rating suitable for installation location

• Communication:

o Support standard protocols (Modbus RTU/TCP minimum) o Adequate I/O for all monitoring and control points o Network security: Segregation between control network and internet/SCADA connections

• Testing and Commissioning:

o Factory Acceptance Test (FAT) demonstrating all operating modes o Site commissioning with comprehensive functional testing

8. SCADA AND REMOTE MONITORING INTEGRATION

8.1 SCADA Integration (Existing System)

Integration Requirements:

• Integrate all microgrid components with City's existing Ignition SCADA system

• Communication: Utilize existing wireless radio network infrastructure at site

• Protocol: MQTT (Message Queuing Telemetry Transport) for SCADA integration

• Function: Monitoring only (no remote control via SCADA)

• Programming and configuration per City SCADA standards

• Development of SCADA displays (single-line diagram, trends, alarms)

• Historian configuration for all data points

• Factory Acceptance Test (FAT) and site commissioning of SCADA integration

• Point-to-point verification of all data points and alarms

Hardware:

• RTU/PLC or gateway device for protocol conversion and data acquisition (if required)

• Network equipment (switches, converters) as required

• Cybersecurity: Physical and logical separation from internet-connected systems

8.2 Remote Monitoring System

Requirements:

• Independent from SCADA system (separate communication path)

• Secure access via web portal or mobile app

• Cellular communication (4G LTE or 5G)

• User-friendly dashboard with real-time data and historical trends

• Alarm/event notifications (email/SMS)

• Multi-user access with role-based permissions

• Data retention: Minimum 3 years

Minimum Data Points:

• Generator: Running status, power output (kW), fuel level, alarms, runtime hours, voltage, frequency

• BESS: State of charge (%), power (kW/kVAR), state of health, operating mode, alarms, temperature

• Switchboard: Circuit breaker positions, relay alarms, voltage/current/power at metering points

• Microgrid Controller: Operating mode, utility availability, active alarms

• Utility: Grid availability status

• Environmental: Ambient temperature

Hardware:

• Industrial cellular modem/router with external antennas

• Installation and configuration by Contractor

• Adequate cellular signal strength at site (Contractor to verify)

Cybersecurity:

• VPN or secure tunnel for remote access (if applicable)

• Firewall and network segmentation per industry best practices