C250221_SOW_Exhibit_A.pdf

RFP 250221

EXHIBIT A

SCOPE OF WORK

Feasibility Study for Solar Photovoltaic Systems Installation at OCTA Bus Bases

SCOPE OF WORK

A. INTRODUCTION AND BACKGROUND

The Orange County Transportation Authority (Authority or OCTA) owns and operates the five maintenance and operations facilities (bus bases), one each in the Cities of Anaheim, Garden Grove, Santa Ana, and two in the City of Irvine.

OCTA continues to evaluate on-site solar photovoltaic renewable energy generation options to support sustainable operations.

The purpose of scope of work is to provide a feasibility study for installation of solar photovoltaic (PV) systems for OCTA bus bases, referring to Attachment A and Attachment B for bus base locations and information. The PV systems are intended to provide renewable energy for bus base use, reduce carbon footprint, and offset electricity costs at the bus bases.

OCTA is seeking proposals from architecture and engineering firms to provide professional and technical engineering services for the feasibility study (Project). The selected architecture and engineering firm (Consultant) shall have expertise and experience in study, design, installation, inspection, and commissioning of all aspects of work scope of PV systems.

Project Overview and Objectives OCTA’s bus bases receive primary power from Southern California Edison (SCE), with the exception of Anaheim Bus Base for which the primary power provider is Anaheim Public Utilities.

The new PV systems are to provide renewable energy to offset the electricity costs at bus bases.

OCTA’s intent is to install PV panels on existing building roofs and on new canopies at all bus and vehicle parking spaces to maximize the capacity of the PV systems, providing maximum electricity cost offsets. Consultant shall perform a feasibility study for design and installation of the PV systems at OCTA bus bases. Consultant shall provide recommendation on PV system size, configuration, and implementation for maximum electricity cost offset within the constraints of the bus bases’ physical properties and operations while complying with all rules and regulations.

Project Objectives:

1. To assess the solar potential and energy generation capacity at each bus base.

2. To evaluate the technical feasibility of installing PV systems.

3. To analyze the financial and economic viability of the Project.

4. To review permitting and regulation requirements.

5. To provide recommendations of system alternatives, including sizes, configuration, and implementation strategies.

6. To provide construction estimates for Consultant’s recommended systems, as well as estimates of the systems’ annual operations and maintenance costs.

Consultant’s price proposal as firm fixed price shall be allocated into the tasks listed in Scope of Work Tasks section F.

Timeline: The feasibility study is expected to be completed within twelve (12) months from the execution of the Agreement. Key milestones include:

• Site assessment completion: 4 months from execution of the Agreement

• Feasibility study and analysis: 8 months from execution of the Agreement

• Draft feasibility study report: 10 months from execution of the Agreement

• Final feasibility study report: 12 months from execution

B. CODES AND REGULATIONS REQUIREMENTS

Feasibility study shall be performed in the manner to recommend for the design and installation of the PV systems in conformance with the governing standards, all codes, regulations, and current requirements of OCTA, City of Anaheim, Anaheim Electric, City of Garden Grove, City of Santa Ana, and City of Irvine, Southern California Edison (SCE), and all other agencies having jurisdiction (AHJ) over the Project. The study shall consider California Title 24, Building Codes, Fire Protection Codes, Occupational Safety and Health (OSHA) requirements, the Manual on Uniform Traffic Control Devices (MUTCD), OCTA Standards for Contract Documents including General Provisions, Special Provisions, and Technical Specifications, and the OCTA Right of Way Manual, and all other applicable codes and regulations.

In case of conflict, ambiguities, discrepancies, errors or omissions among reference materials obtained by the Consultant from other agencies, Consultant shall submit the matter to OCTA for clarification. Any work affected by such conflicts, ambiguities, discrepancies, errors or omissions, which is performed by Consultant prior to clarification by OCTA shall be at Consultant’s risk. Such conflicts, ambiguities, discrepancies, errors or omissions among the references shall not give rise to a claim by Consultant for extra work unless Consultant can demonstrate that it has incurred additional expense as result thereof.

C. DELIVERABLES AND PRINTING REQUIREMENTS

Deliverables to OCTA will be transmitted in the following formats:

• Meeting Agendas and Materials – PDF and hard copy distributions.

• Meeting Minutes – PDF distribution to meeting attendees.

• Memorandums – PDF distribution.

• Reports and other documents shall be prepared on Microsoft Word software. Hard copies of reports and documents shall be on letter size 8.5”x11”, in spiral or comb-bound notebook (s).

Title sheet of reports and documents shall bear a professional seal, certificate number, registration classification, and signature of the professional engineer responsible for the overall Project scope.

• Cost estimates shall be on letter size 8.5”x11”. Title sheet of cost estimates shall bear a professional seal, certificate number, registration classification, and signature of the professional engineer responsible for the overall Project scope. Cost estimates shall be submitted to OCTA in PDF form and excel spreadsheets with all calculations formular built-in the spreadsheet.

• Calculations shall be on letter size 8.5”x11”. Title sheet of calculations shall bear a professional seal, certificate number, registration classification, and signature of the professional engineer responsible for the overall design of Project.

• All electronic version of submittal documents (PDF and native files) shall be submitted to OCTA via email and via an OCTA designated online repository, currently Microsoft Office 365 OneDrive and/or Teams.

D. SOLAR PHOTOVOLTAIC SYSTEMS REQUIREMENTS

Consultant shall evaluate the local regulatory and permitting requirements. Study finding and recommendations shall be based on industry standards and available technology.

Consultant shall consider the followings in its feasibility study of design and installation of the PV systems and shall comply with OCTA’s and all AHJ’s requirements. Note that the following items are a non-inclusive list.

1. Solar Photovoltaic Systems and Supporting Canopies Consultant shall study the existing conditions at the bus bases to adopt the renewable electricity generating systems at OCTA bus bases using solar energy technology. The consultant is responsible for studying the demand and capacity of the system versus the Project budget. Consultant’s design shall comply with Southern California Edison, City of Anaheim, Anaheim Electric, City of Garden Grove, City of Santa Ana, City of Irvine, and other AHJ’s guidelines and requirements on solar energy system. PV panels on supporting structures (canopies) shall be installed in bus and employee parking areas. Additional PV panels shall be roof-mounted on the existing buildings. Consultant is responsible for structural analysis and recommendation if any structural modifications of the existing buildings and roofs are needed to ensure their structural adequacy to support additional loads of new canopies and PV panels. Refer to Attachment C – Conceptual PV panels layout at the bus bases, for Consultant’s reference.

Consultant shall study feasibility of various delivery alternatives for design and construction of solar PV systems at bus bases to provide the maximum energy offsets.

One of the study delivery alternatives shall be installation of the solar PV panels on building roofs to offset the daytime power consumption at the bus bases..

2. Utility Design Consultant shall coordinate and work closely with utility companies and other AHJ to determine the needs to relocate utility lines impacted by construction of the project. All necessary utility relocations shall be part of the Project and shall be included in Consultant’s feasibility study reports. Consultant shall perform potholing of existing utilities, as needed, within Project limits and prepare and distribute utility map to affected utility companies for confirmation and determination of any needs of relocations. If required, Consultant shall conduct a utility relocation feasibility study to evaluate existing systems and optimize relocations. Utility relocation feasibility study report shall include all utility potholing locations and utility conflict matrix.

If required, Consultant shall conduct interconnection studies and coordinate with utility providers for grid compatibility.

3. Electrical System – Integration to Anaheim Electric and SCE Consultant shall be responsible for coordination with Anaheim Electric and SCE for the study of integrating PV systems at the bus bases into their system. Any requirements to modify or upgrade existing electrical systems at the bus bases shall be recommended and documented int the study reports.

Consultant shall also study SCE and Anaheim Electric’s selling and buying electric rates after installation of PV panel systems at the bus bases. The result of this study will be carried out on Consultant’s financial and economic analysis and recommendations for the Project.

4. Fire Protection System Consultant shall research, study, and advise OCTA on the requirement for fire protection systems in conjunction with the Cities and the AHJ. The study shall include recommendation of upgrade and integration of any new fire protection system elements into the existing fire protection systems at the bus bases. The fire protection systems shall comply with the Cities, State, and NFPA standards, as a minimum.

5. Impacts of PV Panel Canopies on OCTA’s existing Video Surveillance System (VSS) Consultant shall study the existing video surveillance systems at each bus base to ensure the new PV panels and canopies constructed under the Project will not obstruct or impact the VSS. Where impacts are not avoidable, Consultant shall provide recommendation on the relocation of the existing security cameras and/or additional security cameras to ensure the bus bases have adequate VSS satisfying OCTA’s security requirements.

Relocated and newly added cameras shall be integrated into OCTA’s Genetec systems.

6. Lighting Evaluation and Modifications Consultant shall study the existing lighting systems at each bus base to ensure the new PV panel canopies constructed under the Project will not obstruct or impact the lighting at the bus bases. Where impacts are not avoidable, Consultant shall recommend relocation of the light fixtures and/or additional light fixtures to ensure the bus bases have adequate lighting.

The following are key lighting design principles for OCTA bus bases:

o Baseline lighting levels are to be above code minimum utilizing shielded, high cut-off lighting minimizing light trespass.

o All lighting shall be LED luminaires and dimmable systems.

o In parking areas Foot Candles (FC) measurement at the ground level shall be a security metric level of 3 to 6 FC’s (with dimmable capability).

o On the exterior buildings, lighting shall be per code requirements.

o Walkway FC’s at ground shall be 6 FC’s minimum.

o Proper lighting at entrances and exit doors shall be per code requirements.

7. Other impacts on the bus bases Consultant shall study and provide recommendation on the design and construction of the Project to minimize the impact to bus bases’ existing conditions and operations during and after construction. Any impacts, including but not limited to hardscape, landscape, pavement, pavement striping and markings, access control, etc.... by the Project construction shall be replaced in kind, modified, and/or improved to OCTA’s satisfaction.

8. Calculations for energy saving Consultant shall include in its design submittals a calculation of yearly energy saving at each bus base in kilowatt-hour as the result of the project.

9. Cost Estimates Consultant shall prepare and submit to OCTA cost estimates as required in scope of work with supporting back up details and calculations for construction budgeting purposes.

Construction labor cost shall be based on prevailing wages with Caltrans standard labor surcharges and mark-ups.

E. CONSULTANT’S STAFF REQUIREMENTS

Consultant shall demonstrate extensive experience and qualifications in providing feasibility study for solar PV systems project. Below are minimum staff requirements. Staff positions listed below are key personnel who shall not be removed or replaced without OCTA’s prior approval.

1. Project Manager:

o Minimum of 10 years of experience managing solar or renewable energy projects, with specific expertise in overseeing architectural and engineering services for PV systems.

o Demonstrated ability to manage interdisciplinary teams, ensure project adherence to timelines and budgets, and coordinate effectively with clients, stakeholders, and regulatory bodies.

o Strong understanding of project lifecycle management, quality control protocols, and risk mitigation strategies.

o Licensed professional engineer in the State of California preferred.

2. Lead Architect:

o Licensed architect with at least 7 years of experience in solar PV system design, including the integration of systems into diverse built environments.

o Proficient in sustainable design practices, including knowledge of structural integration, site optimization, and compliance with building codes related to solar installations.

o Experience in designing for resiliency, including structural analysis and adaptation to site-specific challenges such as wind, seismic, and load-bearing constraints.

3. Lead Civil Engineer o Licensed civil engineer in the State of California, with at least 5 years of experience in the design of solar, reviewable energy, or infrastructure projects. PV applications.

o Knowledge and familiarity local environmental regulatory work, with experience preparing civil documentation that supports the overall project environmental compliance.

4. Lead Electrical Engineer o Licensed electrical engineer in the State of California, with at least 7 years of experience in the design and implementation of electrical systems for solar PV applications.

o Expertise in system interconnections, load calculations, grid synchronization, and inverters, with strong knowledge of National Electrical Code (NEC) and interconnection standards.

o Ability to perform complex electrical modeling and energy yield simulations to ensure optimal performance and reliability of the PV system.

o Experience with Anaheim Electric and SCE procedures and processes for the solar PV system projects.

5. Lead Structural Engineer o Licensed civil and/or structural engineer in the State of California with experience in designing and evaluating structures for PV system installations, including ground mounts, rooftops, and carports.

o Proficiency in assessing structural integrity, load distribution, and wind and seismic impacts to ensure safe and resilient installations.

o Knowledge of site-specific adaptations and ability to propose structural solutions that align with environmental and architectural considerations.

6. Permitting and Compliance Specialist o Minimum of 5 years of experience in permitting and compliance with AHJ requirements for solar PV panel systems, especially with SCE work process.

o Expertise in local permitting requirements, zoning laws, and the processes needed to obtain approvals for solar PV systems.

o Ability to coordinate with regulatory agencies and utilities to expedite permitting and interconnection processes, ensuring compliance with applicable codes and standards.

o Familiarity with renewable energy incentives, tax credits, and other policy-based financial opportunities that could benefit the project.

7. Quality Assurance/Quality Control Manager o Minimum of 7 years of experience in quality assurance and quality control for construction, engineering, or renewable energy projects, with a preference for direct solar PV project experience.

o In-depth knowledge of solar PV systems, including electrical, structural, civil and environmental considerations specific to the quality and performance of PV installations.

F. SCOPE OF WORK TASKS

TASK 1 - PROJECT MANAGEMENT

1.1. Administration

Consultant shall provide overall project administration of the contract such as work assignments, sub-consultant coordination, invoices, monthly progress reports, etc... The Consultant shall provide directions and overall supervision to its team, including its staff and subconsultants.

Consultant shall prepare and submit monthly progress reports as required in Section 1.5 of this Scope of Work.

1.2. Project Management Plan

Consultant shall prepare and submit to OCTA a draft detailed Project Management Plan (PMP) within thirty (14) calendar days from execution of the Agreement for review and comments. Allow OCTA two (2) weeks for review. Consultant shall address OCTA comments on draft PMP and submit the final PMP within one (1) week upon receipt of comments.

PMP shall include all other documents as required in this Scope of Work.

Consultant shall be responsible for complying with and maintaining PMP for the purposes of documenting design policies, procedures, and responsibilities throughout the life of the Agreement.

Deliverables:

• Draft PMP and Final PMP – PDF distributions

1.3. Quality Management

As part of the PMP, Consultant shall prepare and submit to OCTA for review and comment a Quality Management Plan (QMP) for the Project within fourteen (14) calendar days from execution of the Agreement. Consultant shall allow a minimum of two (2) weeks for OCTA review process.

Consultant shall address the comments and submit to OCTA for acceptance the revised QMP within one (1) week from receipt of OCTA comments. Accepted QMP shall be included in the

PMP.

The QMP shall provide comprehensive quality control (QC) processes and procedures that outline the checking procedures to be performed on preparation of reports, calculations, drawings, specifications, cost estimates, reviews and management systems, and quality assurance (QA) for internal (including any subconsultants) surveillances and audits, to maintain product quality, schedule, and budget adherence.

At a minimum, QMP shall demonstrate the following quality control measures:

1. Prior to each submittal, Consultant shall perform a quality assurance review of reports, cost estimates, and other documents.

2. Consultant shall coordinate between various architectural and engineering disciplines to ensure complete and coordinated work.

3. All submittals shall be independently cross-checked and corrected within disciplines and inter-disciplines.

4. An organizational chart (o-chart) shall be included in the Consultant’s QMP plan to clearly identify personnel working on Project. O-chart shall include name, title, company, and role of each person on Project.

5. The document checkers shall have more experience with higher credentials than the document originators in the disciplines she/he is checking.

6. Submittals shall be checked and verified to conform to deliverables and printing requirements on Section C of this Scope of Work

7. QMP shall include response-to-comments matrices forms/templates.

8. QMP shall include quality assurance certification statement form certifying that the report documents in the submittal have been reviewed by Consultant in accordance with the QMP and have been found to meet quality objectives set forth herein. Deliverables received by OCTA without Consultant quality assurance certification will be returned to Consultant without review by the Authority.

Consultant shall implement and maintain its accepted QMP during the life of the Agreement and shall provide ongoing quality control documentation, including Quality Audit Reports and copies of Quality Check review prints with every submittal to confirm compliance with the approved QMP and be prepared for review and audit by OCTA.

All deliverables shall be subject to a quality control review utilizing the approved QMP processes and procedures before they are submitted to OCTA for review comments.

• Draft QMP and Final QMP – PDF distribution

• QA documents for each submittal - PDF distribution

1.4. Project Schedule/Project Control

The schedule for the Project including feasibility study period and reports is twelve (12) months.

Consultant shall deliver a final feasibility report, and all other deliverables as required in the RFP documents within twelve (12) months from execution of the Agreement.

The Consultant shall be responsible for preparing their own draft overall Project schedule, reflecting an overall performance timeline for all work required in RFP documents and including the draft schedule with their proposal.

Seven (7) calendar days after execution of the Agreement, Consultant shall submit to OCTA the Project Master Schedule (PMS) for the Project based on draft schedule in Consultant’s proposal.

The PMS shall be prepared in Primavera or Microsoft Project using Critical Path Method, reflecting overall performance timeline as stated in the RFP documents. At minimum, the schedule shall be consistent with the tasks that have been laid out in this scope of work. Inclusions of additional critical path items are to be added as necessary. The PMS will reflect the various levels of reviews for the submittals. The PMS shall include:

• Project milestones and delivery of project deliverables.

• Reviews of submittal by OCTA.

• Work items of agencies and other third parties that may affect or be affected by the Consultant’s activities.

The critical path shall be identified in the PMS. The order sequence and interdependence of significant work items shall be reflected on the PMS.

The following list of tasks will be used to develop the Project Master Schedule.

• Task 1 - Project Management

• Task 2 – Feasibility Study and Analysis

• Task 3 – Draft Feasibility Study Report

• Task 4 – Final Feasibility Study Report Upon approval by OCTA, the PMS will become the approved baseline schedule and shall be included in the PMP. Consultant shall provide monthly schedule updates as part of monthly progress reports, comparing actual progress against the approved baseline schedule. If at any point Consultant falls more than a month behind the approved baseline design schedule, Consultant shall propose a recovery plan to OCTA for consideration.

Consultant shall also prepare and submit a tentative construction schedule for the purposes of estimating construction durations and activities in draft and final feasibility reports.

Deliverables:

• Draft PMS and Final PMS – PDF distribution

• Draft and Final Tentative Construction Schedules – PDF distribution

1.5. Progress Reports

The Consultant shall provide tracking of the actual progress relative to the PMS and shall ensure that all significant completion dates of the Project are being met.

Consultant shall prepare a monthly progress report and submit it to the Authority’s Project Manager no later than the tenth (10th) calendar day of the month following the month being reported. The monthly progress report shall consist of a written narrative and an updated project schedule and shall be based on physical percent complete, such as the number of drawings of deliverables completed or estimated progress toward completion. Progress payment will be based upon percent complete of the major tasks identified.

The narrative portion of the monthly progress report shall describe the overall progress of the work, discuss significant problems and present proposed corrective action and show the status of major changes. Monthly progress report shall include updates on key milestone delivery, an updated project schedule, and percent complete detail for each task, particularly those worked during the reporting period.

If the latest completion time for a significant work item does not fall within the time allowed by the original PMS, the sequence of work and/or duration will be revised by Consultant until the resultant schedule indicates that all significant Project completion dates will be met. If during the course of work, Consultant falls behind in overall performance in accordance with the current schedule, a project management meeting will be called to determine the cause. If the cause is found to be due to Consultant’s performance, payment to Consultant may be withheld pending the submittal of an action plan outlining the steps which shall be taken to correct the identified delay(s).

The PMS referenced in section 1.4, as agreed to by Authority, will become the Project target. The target schedule shall be displayed on the updated schedule.

Deliverables:

• Monthly progress reports – PDF distribution via email.

• Monthly invoices – submit per requirements in Project agreement and PDF distribution to OCTA Project Manager via email.

1.6. Document Control

Consultant shall analyze the document control needs and establish a Document Control System.

Consultant’s Document Control System shall contain document control and security procedures including filing structures. Upon establishment of Document Control System and within fourteen

(14) calendar days of execution of the Agreement, Consultant shall prepare a draft Document Management Plan (DMP) and submit it to OCTA for review and comments. Consultant shall address OCTA’s comments on DMP within seven (7) calendar days upon receipt of OCTA’s comment and submit final DMP for acceptance. The accepted DMP then shall be included in the

PMP.

Consultant shall implement the accepted DMP and perform document control according to the accepted DMP during the life of the Project. Project document control status shall be included in Consultant’s monthly progress reports.

OCTA is currently using Microsoft Suite including Microsoft Teams and OneDrive as the project document control depository. Consultant document control shall be in alignment with OCTA document control procedure.

• Draft DMP and Final DMP – PDF distribution

1.7. Project Coordination and Meetings

Consultant shall provide directions and overall supervision to the design team, including its staff and subconsultants. Consultant shall designate a Project Manager to oversee the allocation and delegation of all authorized work in accordance with the Project requirements.

A kickoff meeting shall be held soon at OCTA administration office after execution of the Agreement to review Project objectives and requirements, receive initial information from agencies, establish the communication plan and protocols, and address other issues as necessary to ensure successful Project initiation. Thereafter, Consultant shall actively participate in monthly PDT meetings in conjunction with OCTA, Cities, and AHJ to discuss progress and identify issues to be resolved.

Consultant shall prepare and distribute electronically to all meeting attendees a meeting agenda a minimum of one (1) business day prior to each meeting. A hard copy of meeting agenda for each attendee and one sign-in sheet shall be distributed at each meeting. Consultant shall be responsible for preparing all meeting materials, handouts, and presentation as required.

Consultant shall prepare and distribute to all attendees meeting minutes within three (3) working days of the meeting.

Consultant shall participate in the following meetings:

o Weekly status meetings:

The Consultant shall schedule and conduct Weekly Design Status Meetings. These meetings shall be held at the OCTA administration office, unless otherwise requested by OCTA. Up to three (3) Consultant’s staff shall attend each meeting. It is assumed that there will be weekly meetings beginning with kick-off meeting for the duration of the Agreement. Each weekly meeting is assumed to have a duration of one (1) hour. Weekly Design Meeting is not required in the weeks that Monthly update meetings are conducted.

o Monthly update meetings:

Consultant shall schedule and conduct a monthly update meeting throughout the entire duration of the Agreement with OCTA at OCTA’s administration offices, unless otherwise requested by OCTA. Up to three (3) Consultant’s staff shall attend each meeting. In addition to all documents required for each meeting in general, Consultant shall prepare a monthly progress report and a PowerPoint Presentation to OCTA to provide a project status update, three-month look-ahead work, any issues, finding, and the proposed solutions. Each meeting is assumed to have a duration of one (1) hour.

o Technical Coordination Meetings:

The Consultant shall schedule and conduct technical coordination meetings as required to perform the work. These meetings shall be held at OCTA administration office, bus bases, Cities, or a local location as required by the meeting’s purpose, and shall include OCTA, City, and AHJ staff, and other stakeholders as required. Up to three (3) Consultant staff will attend each technical coordination meeting. Consultant shall assume a total of four (4) technical coordination meetings during the project duration. Each meeting is assumed to have a duration of two (2) hours.

Deliverables:

• Agendas – PDF distribution via emails, and one (1) hard copy for each meeting attendee.

• Sign-in sheet – One (1) hard copy for each meeting.

• Materials, handouts exhibit roll plots, boards, and presentations for each meeting as required. Distribute PDF files of these materials to meeting attendee via emails.

• Meeting minutes – PDF distribution via email to each meeting attendee.

1.8. Safety Compliance:

Consultant shall prepare and submit all safety documents as required in the OCTA Agreement within seven (7) calendar days from execution of the Agreement, regardless of the timeframe set forth elsewhere on Contract Documents.

Consultant shall comply with all OCTA safety requirements and Consultant’s safety documents approved by OCTA while conducting work at OCTA bus bases.

TASK 2 - FEASIBILITY STUDY AND ANALYSIS

OCTA will provide available record information of its bus bases upon requests. Consultant shall request record information within one month from execution of the Agreement. Allow OCTA a minimum of two (2) weeks to respond to Consultant’s request.

Feasibility study and analysis work scope shall include, but not be limited to, the followings:

2.1. Site Assessment and Solar Resource Analysis.

• Review record information at each bus base.

• Conduct a site visit to assess physical constraints and shading analysis.

• Evaluate historical solar irradiance data and site-specific conditions.

• Identify any obstructions or potential limitations to solar access.

• Determine optimal panel orientation and tilt angle for maximum efficiency.

2.2. Load and Energy Demand Analysis

• Review historical energy consumption data.

• Analyze peak and base load demands to determine suitable system capacity.

• Assess future energy demand projections if applicable.

2.3. Technology and System Design Evaluation

• Assess available PV technologies, including module types, inverters, and mounting structures.

• Evaluate battery storage options.

• Develop preliminary system layouts and configurations.

• Assess integration requirements with existing electrical infrastructure.

2.4. Financial and Economic Analysis

• Estimate system construction costs, including labor, materials, and equipment for each of the study delivery alternatives.

• Evaluate available incentives, tax credits, and financing options.

• Estimate annual operation & maintenance costs.

• Conduct financial modeling, including payback period, internal rate of return (IRR), net present value (NPV), and levelized cost of energy (LCOE).

• Perform sensitivity analysis on key financial parameters.

2.5. Environmental and Regulatory Review

• Identify necessary permits and approvals from AHJ and utility companies.

• Assess environmental impact and compliance with relevant regulations.

• Review potential grid interconnection requirements.

2.6. Risk Assessment and Mitigation Strategies

• Identify key project risks, including technical, financial, and regulatory risks.

• Develop mitigation strategies to address identified risks.

Consultant shall meet, present and discuss with OCTA its study, findings and recommendations before moving to the next task.

Deliverables:

• Reports on feasibility study and findings, both PDF and native files, including all photos taken at the bus bases.

• Presentation, both PDF and native files.

TASK 3 - DRAFT FEASIBILITY STUDY REPORT

Consultant shall prepare and submit to OCTA a draft feasibility study report. At a minimum, the report shall include:

1. Site assessment report with solar resource analysis.

2. Load and energy demand analysis report.

3. System design and technology evaluation summary.

4. Financial feasibility analysis, including payback period and return of investment (ROI).

5. Environmental and regulatory compliance review.

6. Risk assessment report.

7. Feasibility study report recommendations on design and construction of solar PV systems.

8. Still renderings of the solar PV panel systems at each bus base.

Consultant shall meet and present its report, findings, and recommendations to OCTA. Allow OCTA a minimum of four (4) weeks to review and comment. Upon receipt of OCTA comments, Consultant shall address the comments and prepare a final feasibility study report.

Deliverables:

• PDFs and native files the draft report.

• PDFs and native files of still renderings.

TASK 4 - FINAL FEASIBILITY STUDY REPORT AND PRESENTATION

Not more than three (3) weeks upon receipt of OCTA’s comments on the draft report, Consultant shall prepare and submit to OCTA a final feasibility study report which is a revised version of the draft report in previous task with all OCTA’s comments addressed. Allow OCTA a minimum of four (4) weeks to review and comments. Within one (1) week upon receipt of OCTA’s comments, Consultant shall address all comments and submit the final version of the feasibility report as a final product of this Scope of work.

Also, Consultant shall include in the submittal package a fact sheet for each bus base. Each fact sheet shall be one page containing, at a minimum, project overview, locations, information/data, construction cost, schedule, and graphical illustrations, recommendations to provide high-level information for the Project. See Attachment D for fact sheet sample.

The feasibility study will be considered complete upon approval and acceptance of the final report by OCTA.

At the end of this phase, Consultant shall provide updated still renderings for the Project features and include them in Consultant’s presentation to OCTA.

Deliverables:

• PDFs and native files of the final report.

• PDFs and native files of final still renderings.

END OF SCOPE OF WORK