EXHIBIT 3 - EVALUATION CRITERIA.pdf

Metro | EXHIBIT 3 - EVALUATION CRITERIA

EXHIBIT 3 - EVALUATION CRITERIA

RFP NO. OP144780 - MOBILE BESS CHARGING PILOT PROJECT

CONTRACTOR EVALUATION CRITERIA - EXPLICIT FACTORS SCORECARD

Any proposals resulting from this RFP will be evaluated according to the following criteria. The evaluation factors other than cost or price, when combined, are significantly more important than cost or price. This evaluation is intended to select the proposer offering the best overall value for a temporary, operationally reliable, and safe mobile battery energy storage system (BESS) charging pilot for Metro zero-emission fleet support.

Proposals shall be evaluated in the following order:

Phase I Evaluation: Minimum Qualifications Review

Phase II Evaluation: Technical Evaluation and Price Evaluation

The Contractor must refer to the Scope of Services (SOS) provided by Los Angeles County Metropolitan

Transportation Authority (LACMTA), known as Metro.

PHASE I: MINIMUM QUALIFICATION REVIEW

Item Minimum Qualification Pass/Fail a

The Proposer shall provide at least one completed project reference within the last five (5) years involving mobile BESS, temporary EV fleet charging, microgrid-supported EV charging, or comparable commercial/industrial BESS operation. The reference shall include project name, client, dates, system size, charging equipment, duration, proposer role, and client reference contact.

b

The Proposer shall provide a proposed equipment configuration and manufacturer data sheets confirming the solution meets or exceeds the minimum service capability in the SOS, including usable BESS energy capacity, continuous/peak power output, required quantity and rating of chargers, and simultaneous charging capability. The submittal shall include calculations or narrative demonstrating how the proposed system supports the required charging duty cycle.

c

The Proposer shall provide charger/connector data sheets, protocol documentation, and a compatibility matrix confirming compatibility with Metro’s required vehicle charging interfaces and protocols, including CCS1 and/or J3105 as required by the SOS. Any adapter, dispenser, pantograph, connector, software, communication, or vehicle-side assumptions shall be clearly identified.

d

The Proposer shall provide documentation that the proposed BESS and EVSE are listed/certified or otherwise compliant with applicable safety standards, electrical codes, and manufacturer requirements. At a minimum, provide applicable UL/ETL/listing information, BESS safety documentation, emergency shutdown information, battery management system overview, and equipment data sheets.

e

The Proposer shall provide a field support plan demonstrating the ability to support the project in Southern California, including remote monitoring, technical support, corrective maintenance response, and escalation procedures meeting the SOS requirements.

f

The Proposer shall submit a BESS Logistics, Recharge/Swap, Maintenance, and Demobilization Plan demonstrating how the Proposer will transport, place, recharge, maintain, and remove the BESS equipment throughout the pilot. The Plan shall identify any required licenses, insurance, third-party providers, maintenance responsibilities, contingency procedures, and any Metro support or site access requirements.

g The Proposer shall provide a sample report, data dictionary, dashboard screen capture, export file, or similar

Item Minimum Qualification Pass/Fail documentation confirming the ability to provide operational data and reporting, including energy delivered, BESS state-of-charge, charger utilization, uptime/downtime, alarms/faults, maintenance actions, and exportable data in CSV, PDF, dashboard, or API format as required by the

SOS

h

The Proposer shall disclose any exceptions to the SOS, including energy supply, swap frequency, noise limit, site footprint, charger power, connector compatibility, training, reporting, or service-level requirements. Material exceptions may be deemed non-responsive.

PHASE II: TECHNICAL EVALUATION

Those firms that meet all minimum qualification requirements shall be evaluated according to the following criteria and associated weights. The recommended scoring emphasizes technical fit, safety, deployment feasibility, and operational reliability over lowest price because the pilot will support active Metro fleet charging operations.

Item Technical Evaluation Weight

1 TECHNICAL SOLUTION / SYSTEM CAPABILITY 25%

a Provide proposed BESS capacity, usable energy, continuous and peak power output, discharge/recharge performance assumptions, recharge/swap approach, and explanation of how the system will support the required charging duty cycle with minimal dependence on unverified Metro-provided infrastructure.

b Provide proposed charger quantity, charger rating, simultaneous charging capability, connector/protocol compatibility, and expected charging performance for Metro vehicles, including confirmation of two simultaneous 150 kW charging ports and clear CCS1/J3105 assumptions as required by the SOS.

c Provide site fit and equipment characteristics, including footprint, trailer/container dimensions, clearances, outdoor/weather suitability, grounding, cable management, equipment placement constraints, and noise performance at or below the SOS limit, with a preliminary layout showing how the equipment can fit at Division 18 with minimal disruption to parking, circulation, and safety access.

d Remote monitoring, system controls, metering, data capture, cybersecurity/data access assumptions, and ability to provide operational visibility to Metro.

e Describe scalability, flexibility, modularity, and ability to support optional extension periods or changed charging windows without major redesign or cost uncertainty.

2 PROJECT APPROACH / DEPLOYMENT PLAN 20%

a Provide mobilization schedule, equipment procurement/readiness, delivery, placement, commissioning, testing, acceptance, and demobilization plan, including realistic milestones and critical path assumptions.

b Provide a Division 18 site-specific deployment plan, including preliminary layout, access routes, staging, truck movements, exclusion zones, utility independence, and coordination with Metro operations to address operating yard constraints.

c Provide daily operations plan, including charging workflow, Metro/vendor responsibilities, plug-in/plug-out interface, charging windows, BESS recharge/swap timing, and continuity of charging service at the shift level.

d Provide training, startup support, operating procedures, communications plan, and coordination approach with Metro maintenance, transportation, Item Technical Evaluation Weight facilities, safety, and project management staff, including escalation contacts e Provide quality assurance, commissioning, acceptance testing, and pilot closeout/lessons-learned approach, including objective acceptance tests and closeout documentation..

3 SAFETY, COMPLIANCE, AND RISK

MANAGEMENT

15% a Provide applicable equipment listings/certifications, code compliance approach, electrical protection, grounding/bonding, emergency shutdown, lockout/tagout, and manufacturer safety requirements.

b Provide battery safety approach, including battery chemistry, battery management system, thermal monitoring, fire detection/suppression or mitigation, separation/clearance requirements, thermal runaway risk controls, and emergency response guide.

c Provide AHJ/fire department coordination approach, safety submittals, site hazard controls, signage, barriers/bollards, employee/public exposure controls, and incident reporting procedures.

d Provide transportation and swap/recharge safety plan, including movement of mobile BESS units, third-party charging locations, route/logistics risks, insurance, and responsibilities during transport.

e Provide environmental, noise, weather, spill/leak, waste, and emergency contingency considerations, including confirmation of the SOS noise limit and practical contingency procedures.

4 OPERATIONS, MAINTENANCE, UPTIME, AND

SUPPORT

10% a Provide proposed service levels, uptime/availability target, remote monitoring coverage, response times, escalation procedures, and service reporting aligned with the SOS.

b Provide preventive maintenance, corrective maintenance, spare parts/equipment, technician availability, field service coverage, and backup equipment strategy c Provide continuity-of-service plan for BESS, charger, connector, software, communications, or swap/recharge failures, including practical redundancy and fallback procedures.

d Provide monthly reporting, root-cause analysis, issue log, downtime classification, and continuous improvement process.

e Provide warranty/non-warranty responsibility, vendor/Metro responsibility matrix, and support approach during optional extension periods.

5 EXPERIENCE, PAST PERFORMANCE, AND KEY

STAFF

10% a Provide relevant project references for mobile BESS, temporary fleet charging, transit/heavy-duty charging, microgrid charging, or comparable commercial/industrial deployments, with emphasis on projects similar in power, duration, fleet use, and operational complexity.

b Provide past performance information, including uptime, safety record, schedule adherence, customer references, and lessons learned from similar projects.

c Provide qualifications and availability of project manager, technical lead, safety lead, field service lead, logistics/swap lead, and data/reporting lead, including named staff where available.

6 PRICE 20%

a The price proposal will be factored into the

Proposer’s final evaluation score in the following

Item Technical Evaluation Weight manner: Proposer Cost Score = Lowest Cost Proposal x 20 / Proposer’s Cost.