EXHIBIT A - SCOPE OF SERVICES.pdf

Scope of Services - Battery Energy Storage System (BESS) Mobile Charging Unit (1 MW / 2 MWh BESS, Minimum Two 150 kW Fast Chargers, Expandable)

1.0 Intent

Los Angeles County Metropolitan Transportation Authority (LACMTA) seeks a qualified Contractor to furnish, deliver, install, operate, and maintain a mobile Battery Energy Storage System (BESS) capable of supporting charging operations for Battery-Electric Buses (BEBs) and electric non-revenue vehicles. The system shall include an energy storage unit with a minimum capacity of 1 MW / 2 MWh, at least two (2) fast chargers rated at ≥150 kW each, and all required ancillary equipment.

The Contractor shall be responsible for providing all labor, materials, equipment, tools, transportation, and maintenance necessary to support the system throughout the contract term. The system shall comply with all applicable LACMTA site constraints, allow for daily BESS swap operations, and integrate with Metro’s operational, safety, and data-reporting requirements.

The Contractor shall provide comprehensive operations and maintenance (O&M) services, including but not limited to system monitoring and diagnostics, preventative and corrective maintenance, daily swap operations, transportation and logistics, staff training, and real-time system monitoring/telematics to ensure reliable and safe operation.

1.1 Term of Services

Following issuance of the Notice to Proceed, the Contractor shall complete all required mobilization, delivery, installation, commissioning, acceptance testing, and initial training activities. The one-year base operating period shall begin upon LACMTA’s written acceptance of the commissioned system and authorization to commence operational charging services.

LACMTA shall have the option, at its sole discretion, to extend the operating term for up to two (2) additional one-year periods under the same scope, performance requirements, response times, and service-level obligations described herein.

• LACMTA reserves the right, at its sole discretion, to exercise the optional years in whole or in part, or not at all.

• The Contractor shall continue to meet all safety, performance, operational, service-level, and response-time requirements outlined in this Scope of Services throughout the base term and any exercised option periods.

2.0 System Requirements

2.1 Primary Site Location – Division 18

• Initial deployment and primary operating location for the mobile BESS system shall be:

LACMTA Division 18 450 W Griffith Street Gardena, CA 90248

• The Contractor shall coordinate with LACMTA on equipment placement, required clearances, and routing associated with bus movements, BESS mobile unit transport, and safety zones. The Contractor shall be fully responsible for ensuring that its system, equipment, and operations comply with Metro’s yard traffic plan and do not impede bus movements, pedestrian circulation, or emergency vehicle access at any time. Final equipment placement/configuration is subject to LACMTA review and approval based on the Contractor’s proposed equipment configuration, required safety clearances, fire/life-safety requirements, and operational constraints.

• The Division 18 facility layout provided with this Scope is intended to support proposal development and site-fit review. Final BESS location, staging area, access path, and swap configuration shall be subject to LACMTA review and approval based on the Contractor’s proposed equipment configuration and required safety clearances.

2.2 Battery Energy Storage System (BESS)

The Contractor shall provide manufacturer technical data for the proposed mobile BESS unit, including overall dimensions, operating and transport weight, battery chemistry, enclosure type, thermal-management/HVAC system, and other key physical characteristics necessary to evaluate site placement and safe operation.

Manufacturer data sheets, technical specifications, and dimensional drawings shall be included with the proposed equipment configuration.

• Capable of delivering ≥150 kW of continuous charging power to each connected charger simultaneously.

• Capable of supporting up to one (1) full BESS swap per day, when required by LACMTA’s operational needs and the approved state-of-charge threshold. This requirement shall be met by providing a minimum of two (2) mobile BESS units to support equipment rotation and continuity of charging service, or through an alternative solution demonstrated by the Contractor and approved by LACMTA.

• The two-unit requirement is intended to support rotation, swapping, and continuity of charging service and does not require simultaneous operation of both BESS units at Division 18 unless otherwise approved by LACMTA.

• All energy contained within and delivered by the BESS units shall be included as part of the BESS lease and swap services. No separate or additional energy charges to LACMTA shall apply unless expressly approved in writing by LACMTA.

• Portable, mobile configuration enabling transport and deployment between Metro divisions or transit centers.

• Fully compliant with all LACMTA safety requirements, integrated with system telematics and monitoring systems, and designed and operated to meet all applicable local noise ordinances, including a maximum allowable sound level of 60 dBA at the site boundary, unless otherwise approved by LACMTA.

2.3 Size & Footprint Constraints

• The total system footprint, including the BESS, charging equipment, power distribution equipment, and any ancillary equipment, shall not exceed:

o Three (3) contiguous standard 40-foot bus parking stalls, or o Approximately 1,509 square feet (based on three stalls at 503 sq ft each) o The system layout must fit within the designated area at Division 18 and allow for safe bus and non-revenue vehicle movements, clearances, and access for daily BESS swaps.

2.4 On-Board Charging Equipment

• Minimum two (2) fast chargers, each rated ≥150 kW.

• Chargers may be plug-in, and dispenser-based, subject to LACMTA approval.

• Charging equipment provided under this contract shall be compatible with applicable SAE standards, including SAE J1772 and SAE J3105, as used by Metro’s electric vehicle fleet.

• Charger firmware must support compatibility testing and updates coordinated with Metro’s bus OEMs

• Capable of simultaneous charging of multiple vehicles, with charging equipment able to deliver continuous charging power of 150 kW or greater per charger to each connected bus concurrently.

2.4 Power Distribution Equipment

• The Contractor shall supply all necessary switchgear, breakers, cabling, communication infrastructure, and any site-specific equipment.

• All equipment must fit within the total footprint requirement stated above.

3.0 Operations, Daily BESS Swap, and Mobility Requirements

3.1 Daily BESS Swap

• The Contractor shall transport, swap, and replace the BESS unit when the installed unit reaches a depleted or near-depleted state of charge (SOC), or as otherwise directed by LACMTA. The Contractor must maintain the capability to perform up to one (1) BESS swap per day, consistent with the anticipated daily energy cycle;

however, BESS swaps shall only be performed when required based on Metro’s operational needs and the agreed-upon SOC thresholds.

• BEB charging is expected to occur primarily during nighttime hours, with an additional midday charging window as operationally required, unless otherwise approved by LACMTA. LACMTA shall have final determination and approval authority regarding when a BESS swap is required, based on Metro’s operational needs, expected charging windows, and agreed-upon SOC thresholds. The Contractor shall plan swap and logistics operations such that a fully charged or charging-ready BESS unit is available on-site by approximately 9:00 PM to support nighttime operations and, when mid-day charging is required, that a BESS unit is swapped and available on-site and ready for charging by approximately 10:00 AM.

• The BESS system and associated charging application are expected to operate in an island mode and shall not require a permanent connection to the electric utility for normal operations, unless otherwise approved by LACMTA.

LACMTA and the Contractor shall jointly establish:

• Minimum SOC Swap Threshold:

o Prior to the commencement of service, the Contractor shall propose a minimum SOC level at which a BESS swap is required (e.g., 10–20% SOC remaining), based on technical specifications, battery health considerations, and operational constraints.

o LACMTA reserves the right to approve, modify, or set the final SOC threshold, which will be incorporated into the operating procedures.

• Swap Criteria & Notification Protocol:

o The Contractor shall monitor BESS SOC in real-time or through daily reporting (as applicable).

The Contractor may monitor SOC system in real time and recommend or request a BESS swap as the SOC approaches the established threshold;

however, final determination and authorization to perform a BESS swap shall rest solely with LACMTA, including requests outside of the anticipated charging windows when deemed necessary to support operations.

o Swaps shall not occur automatically without Metro’s acknowledgment, unless otherwise authorized in writing.

• Operational Coordination:

o The Contractor shall maintain equipment, labor, and transport capacity sufficient to complete the swap within the mutually agreed service window.

o LACMTA and the Contractor shall develop a communication protocol (e.g., email, CMS alert, service ticket) outlining how swap requests are transmitted, confirmed, and logged.

o BESS units shall not be depleted to 0% SOC unless expressly approved by LACMTA, and normal operations shall maintain swaps well above absolute depletion to preserve battery health and reliability.

• The Contractor is responsible for:

o Transporting vehicle(s) to replace and remove the BESS system o Appropriately licensed driver/operator o Safe and efficient disconnect, reconnect, and commissioning procedures

3.2 Mobility Between Metro Sites

• Upon Metro’s direction, the Contractor shall relocate the mobile BESS unit between:

o Metro Divisions o Transit Centers o Temporary charging sites

• The Contractor shall provide logistics planning, mobilization, demobilization, and necessary site interface adjustments.

• The Contractor shall respond to LACMTA’s BESS swap request within twenty-four

(24) hours of receipt of notification. The BESS unit shall be transported, swapped, and repositioned by the Contractor within seventy-two (72) hours of LACMTA’s notification, unless otherwise agreed to in writing by LACMTA.

3.3 Connection and Disconnection

• The Contractor is responsible for connecting and disconnecting the BESS, power distribution equipment, and Contractor-furnished charging equipment. LACMTA personnel shall be responsible for connecting and disconnecting Metro vehicles to/from the charging equipment during normal charging operations.

• The Contractor shall comply with Metro safety protocols, electrical lockout/tagout procedures, and all applicable federal, state, and local fire and safety standards.

4.0 Roles and Responsibilities

4.1 CONTRACTOR Responsibilities

• Provide mobile BESS units, chargers, distribution equipment, and all associated hardware and software, including all interfaces required for safe and reliable operation.

• Perform daily BESS swap operations, including transportation, removal, installation, reconnection, and verification of operational readiness.

• Provide all corrective and preventive maintenance for all Contractor-furnished systems and equipment throughout the contract term.

• Perform system commissioning and performance verification, including initial deployment and after major maintenance or equipment swaps.

• Coordinate firmware and software updates for the BESS, chargers, and associated systems, including required coordination with Metro’s bus OEMs and CMS providers to prevent or resolve compatibility issues.

• Provide and operate a back-end monitoring and charge management system, including real-time system status, alarms, diagnostics, and historical data access.

• Conduct routine safety inspections and maintain full code and standards compliance, including applicable electrical, fire, and life-safety requirements.

• Provide Metro personnel with access to the charging equipment monitoring and charge management system to view charger status, alarms, and charging sessions in real time.

• Provide a recommended spare parts list, including critical spares, consumables, and lead times, sufficient to support continuous operations and minimize downtime.

• Provide a response time matrix defining remote and on-site response times for various fault conditions and system impacts, subject to LACMTA approval.

• Provide warranty terms for all Contractor-furnished equipment, including coverage periods, exclusions, and remedies for defects in materials or workmanship.

4.2 LACMTA Responsibilities

• Metro staff will be responsible for charging buses using Contractor’s equipment.

• LACMTA shall provide access to the site and support operational coordination with Bus Transportation, Bus Maintenance, and Facilities Maintenance as required.

LACMTA personnel shall not be responsible for troubleshooting, repairing, or maintaining any Contractor-furnished equipment or systems, which shall remain the sole responsibility of the Contractor.

• Review data exported by Contractor's telematics platform.

5.0 Monitoring, Data, and Telematics Requirements

5.1 Telematics System Monitoring

The Contractor shall provide a cloud-based software application capable of:

• Real-time visibility into charger and BESS status

• Live battery State of Charge (SOC) monitoring

• Charger availability and power output

• Fault detection and alerts

• Charge session data with timestamps

• BESS cycling information

5.2 Data Export & Reporting

• The system shall be capable of exporting all performance, charging, and asset health data in CSV, PDF, graphical/chart-based formats, and/or via application programming interface (API) to support LACMTA reporting, analysis, and auditing requirements.

• The system shall also retain historical data from all Metro BESS charging operations for the full duration of the contract term, with such data remaining accessible to LACMTA throughout the contract and upon request.

• System must be capable of potential integration into Metro systems (e.g., vehicle telematics, charge management systems, etc.) at Metro’s discretion.

6.0 Training Requirements

The Contractor shall provide comprehensive training to Metro staff including:

• System overview and safe operation

• Charger operation procedures

• Emergency shutdown procedures

• Fire safety considerations related to high-voltage systems and emergency response

• Interface with telematics platform

• Safety protocols for nearby parking, routing, and staging of BEBs and NRVs

The Contractor shall provide a minimum of two (2) training sessions to accommodate at least two (2) Metro Bus Maintenance shifts, unless otherwise approved by LACMTA. All required training shall be completed prior to LACMTA acceptance of the BESS unit and commencement of operational use.

Optional refresher training shall be provided annually or upon request by LACMTA. Training materials shall include operator and maintenance manuals, quick-reference guides, and current contact information for technical support.

7.0 Operations & Maintenance (O&M)

7.1 O&M Services

The Contractor shall provide full life-cycle maintenance including:

• Preventive maintenance at manufacturer-recommended intervals

• Corrective maintenance for all faults and component failures

• Remote monitoring and remote reset capability

• Parts, consumables, firmware updates, and software patches

• Compliance with Metro safety, hazard communication, and reporting requirements

7.2 Service Level Requirements

• To ensure operational continuity, the Contractor shall provide service under the following response framework:

A. Remote Diagnostics and Monitoring

1. The Contractor shall provide 24/7 remote monitoring of the BESS, chargers, and associated equipment.

2. Provide remote troubleshooting and diagnostics within 12–24 hours of notification by LACMTA.

3. Remote support may include:

a. Software resets

b. Firmware checks or updates

c. Telemetry review

Guided steps for LACMTA personnel to perform basic operator-level checks or resets that can be safely performed without opening equipment enclosures, accessing energized components, performing maintenance or repair, or otherwise conducting troubleshooting activities reserved for the Contractor.

B. Physical Support (As Needed)

1. Physical repair or replacement is not required as a routine obligation.

2. If an issue cannot be resolved remotely or materially impacts pilot operations, then the Contractor shall:

a. Provide alternative or temporary equipment, or

b. Implement a corrective action plan acceptable to LACMTA

3. When physical support is required, response shall occur within 48–72 hours, unless otherwise agreed by LACMTA.

8.0 Safety, Fire, and Code Compliance

• All equipment shall comply with NFPA, NEC, UL, and relevant state/local codes.

• The Contractor shall provide manufacturer documentation describing the proposed BESS fire and life-safety features, including battery management system protections, thermal monitoring and alarms, fire detection and suppression or other fire-mitigation systems, thermal runaway protection, emergency shutdown and disconnect provisions, required equipment separation and clearances, and emergency response procedures.

• The Contractor must follow Metro’s fire safety guidelines, including facility-specific restrictions and safety zones.

• Required coordination with Metro Facilities Maintenance, Bus Maintenance, Bus Transportation, Vehicle Acquisition and Engineering (VEA), and all applicable emergency response teams to support safe and timely operations.

9.0 Deliverables

• System design package and equipment layout drawings

• Commissioning and acceptance test plan, test results, and written operational-readiness documentation

• BESS swap and transportation plan

• Monthly BESS and charger performance reports

• O&M plan and schedule

• Training materials and safety documentation

• Incident and fault log reports

• Data exports

10.0 Add-Alternates

Add-Alternate – Additional Site Deployments & Mobility Support

The Contractor may be directed to:

• Deploy an additional mobile BESS unit, including up to two ≥150 kW charging units and all required ancillary equipment, to an additional Metro location.

• Provide relocation, delivery, placement, connection, commissioning, and operational-readiness services for deployment of the mobile BESS system at other LACMTA divisions, transit centers, or temporary charging sites designated by LACMTA. Provide augmented mobilization/demobilization services

• Adapt charging interfaces to site-specific power distribution