RFP 27-017AG Electric Utility Battery Energy Storage System Feasibility Study.pdf

12/2025 RFP No. 27-017AG “Advertising Notice”

CITY OF CORONA ELECTRIC UTILITY BATTERY ENERGY STORAGE SYSTEM FEASIBILITY STUDY

October 5, 2026

SUBJECT: REQUEST FOR PROPOSALS (RFP) NO. 27-017AG

The City of Corona Utilities Department (City) invites qualified proposals for:

CITY OF CORONA ELECTRIC UTILITY BATTERY ENERGY STORAGE SYSTEM

FEASIBILITY STUDY

Parties interested in obtaining a copy of this RFP No. 27-017AG may do so by registering with PlanetBids as a City of Corona vendor by visiting the PlanetBids Vendor Portal:

https://www.planetbids.com/portal/portal.cfm?CompanyID=39497. Registered vendors can download a copy of this RFP No. 27-017AG and supporting documents at no cost and receive addenda and other notifications when issued.

A Mandatory pre-proposal meeting will be held on October 15, 2026, at 11:00 am at 3997 Temescal Canyon Road, Corona, CA 92883 (Water Reclamation Facility 3). Consultants are encouraged to use this opportunity to familiarize themselves with the project requirements.

Closing: Proposals shall be submitted electronically before 10:00 a.m., November 19, 2026, through the PlanetBids Vendor Portal. It is the consultant’s responsibility to allow sufficient time to complete and upload its proposal, including all documentation required by this RFP, prior to the stated deadline. Electronic submission cannot be completed unless the consultant properly uploads all required documents.

The City will only consider electronic proposals that have been transmitted successfully and issued a time stamped confirmation number from PlanetBids indicating the proposal was successfully transmitted. Transmission of proposals by any other means will not be accepted. Consultants are solely responsible for informing themselves with respect to proper usage of the PlanetBids online bid management system, for ensuring the capability of their computer system to upload the required documents and for the reliability of their internet service. Failure of the consultant to successfully transmit an electronic proposal shall be at the consultant’s sole risk and no relief will not be given for late or improperly submitted proposals.

Consultants experiencing technical difficulties with the proposal transmission process should contact PlanetBids Support at (818) 992-1771. Consultants that continue to experience difficulty with the PlanetBids system should contact the City of Corona Purchasing Division at (951) 736- 2274. Neither the City nor PlanetBids make any guarantees or assurances as to the timely availability of assistance or resolution of any given issue prior to the proposal submission date and time.

https://www.planetbids.com/portal/portal.cfm?CompanyID=39497

RFP No. 27-017AG “Advertising Notice”

CITY OF CORONA ELECTRIC UTILITY BATTERY ENERGY STORAGE SYSTEM FEASIBILITY STUDY

Issuance of this RFP and/or receipt of proposals does not commit City to award a contract.

Signed, Purchasing Specialist II City of Corona | Finance Department 400 S. Vicentia Ave., Suite 320 | Corona, CA 92882 Phone: (951) 739-7931 | Email: Alana.Guerra@coronaca.gov Website: www.coronca.gov mailto:Alana.Guerra@coronaca.gov http://www.coronca.gov/

RFP No. 27-017AG Section I. “Invitation”

October 5, 2026

SUBJECT: REQUEST FOR PROPOSALS (RFP) No. 27-017AG

SECTION I

INVITATION

The City of Corona Utilities Department (City) invites proposals from qualified consultants for:

CITY OF CORONA ELECTRIC UTILITY BATTERY ENERGY STORAGE SYSTEM

FEASIBILITY STUDY

Please read this entire RFP package and include all requested information and forms in your proposal. Proposals must be signed by an authorized agent of the company submitting a proposal in order to be considered responsive.

**IMPORTANT** PLEASE REVIEW THE CITY’S INSURANCE

REQUIREMENTS AND FORMS LOCATED IN SECTION V

(PROPOSAL CONTENT AND FORMS) AND VII (FORM OF AGREEMENT)

SUBSECTION 3.2.10 INSURANCE, ET SEQ**

Tentative RFP Schedule (Subject to change at City’s discretion)

1. Issue RFP ........................................................................................................... October 5, 2026

2. Pre-Proposal Meeting....................................................................................... October 15, 2026

3. Written Questions from Consultant Due........................................ 4:00 p.m., October 22, 2026

4. Responses from City Due ................................................................................ October 29, 2026

5. Proposals Due .......................................................................... 10:00 a.m., November 19, 2026

6. Proposal Evaluation Completed ................................................................... December 10, 2026

7. Consultant Interviews .................................................................................. December 17, 2026

8. Contract Negotiations ........................................................................................ January 7, 2027

9. Consultant Selection ........................................................................................ January 14, 2027

10. Tentative City Council Approval ................................................................... February 17, 2027

11. Notice to Proceed ........................................................................................... February 22, 2027

RFP No. 27-017AG Section I. “Invitation”

Table of Contents

SECTION I ........................................................................................................................ Invitation SECTION II ............................................................................................................RFP Instructions SECTION III ..................................................................................................Evaluation and Award SECTION IV ...................................................................... Project Description and Scope of Work SECTION V ......................................................................................... Proposal Content and Forms SECTION VI ................................................................................................ RFP Acknowledgment SECTION VII .................................................................................................... Form of Agreement

RFP No. 27-017AG Section II. “RFP Instructions”

SECTION II.

RFP INSTRUCTIONS

A. Pre-proposal Meeting

A Mandatory pre-proposal meeting will be held on October 15, 2026, at 11:00 am at 3997 Temescal Canyon Road, Corona, CA 92883. Consultants are encouraged to use this opportunity to familiarize themselves with the project requirements.

B. Proposal Format

The proposal should consist of the following sections, at minimum. Supplemental information beneficial to the proposal is acceptable as attachments or Appendices if directly applicable. Consultants are encouraged to be concise with the company background and experience sections and focus on experience delivering schedule-driven electric utility battery energy storage system feasibility study services projects.

1. Qualifications, Related Experience and References

2. Proposed Staffing and Project Organization

3. Work Plan

4. Labor Hour Estimate and Fee Proposal, submit as a separate file. Do not include in the same file with Consultant’s technical proposal. (Break down job classification and type of costs by amount and/or rates)

5. Appendices

C. Examination of Proposal Documents

By submitting a proposal, consultants represent they have thoroughly examined and become familiar with the work required under this RFP, have reviewed the project location, understand the project objectives and are capable of performing quality work to achieve the City’s objectives.

D. Addenda

Substantive City changes to the requirements will be made by written addendum. Any written addenda issued pertaining to this RFP shall be incorporated into the terms and conditions of any resulting Purchase Order and/or Agreement. Copies of all Addenda will be furnished through the City’s electronic bidding system, PlanetBids, no later than 72 hours prior to the proposal Due Date and Time. Consultants shall access any and all Addenda from the electronic bidding system’s Addenda & Email tab for this RFP. The City shall not be bound to any modifications to or deviations from the requirements set forth in this RFP as the result of oral instruction.

All registered vendors with a PlanetBids status of either bidder or non-bidder that have downloaded a copy of this RFP and supporting documents will be notified by a system generated email from PlanetBids when an Addendum has been issued. It is the sole responsibility of consultants to ensure they have received all addenda prior to submitting a proposal. To this end, consultants should contact the City’s Purchasing Division prior to the proposal due date to verify receipt of all Addenda issued. Consultants shall acknowledge receipt of all Addenda when submitting their electronic proposals.

E. Clarifications

1. Examination of Documents

Should a consultant require clarifications to this RFP, the Consultant shall notify the City in writing in accordance with Section E.2 below. Should it be found that the point in question is not clearly and fully set forth in the RFP, the City shall issue a written addendum clarifying the matter.

2. Submitting Requests

Consultants shall submit all questions, clarifications or comments through the City’s PlanetBids electronic bidding system:

https://www.planetbids.com/portal/portal.cfm?CompanyID=39497 utilizing the Questions & Answers tab. All Consultant questions must be submitted no later than 4:00 p.m., October 22, 2026. Please note the City’s electronic bidding system will not allow inquiries to be submitted after this date and time.

3. City Responses

a. Responses from the City will be communicated in writing by way of addendum in accordance with Section D above. The City shall not be bound to any modifications to or deviations from the requirements set forth in this RFP as the result of any oral instruction.

b. The Tentative Schedule may change at any time. Any and all changes to the Tentative Schedule will be made by way of addendum. If an Addendum is issued less than 72 hours before the proposal due date and time, the proposal due date will be extended.

F. Submission of Proposals

1. Date and Time

All proposals shall be submitted no later than 10:00 a.m., November 19, 2026.

2. Electronic Submission

Proposals shall be submitted electronically using the City’s PlanetBids Vendor Portal.

The City’s electronic bidding system will not allow proposals to be submitted after the due date and time. It is the consultant’s responsibility to allow sufficient time to complete and submit their proposal, including all documentation required by this RFP, https://www.planetbids.com/portal/portal.cfm?CompanyID=39497 prior to the stated deadline. Electronic submission cannot be completed unless the consultant properly uploads all required documents. Only electronic proposals will be accepted; hard copy proposals will be rejected as nonresponsive and returned unopened without exception.

3. Acceptance of Proposals

a. The City reserves the right to accept or reject any and all proposals, or any item or part thereof, or to waive any informalities or irregularities in a proposal.

b. The City reserves the right to withdraw this RFP at any time without prior notice, and the City makes no representations that any contract will be awarded to any consultant responding to this RFP.

c. The City reserves the right to postpone proposal opening for its own convenience.

G. Proposal Withdrawal

Electronic proposals may be withdrawn by consultant prior to the date and time set forth in Section F.1 above. After that time, consultants may not withdraw their proposals for a period of ninety (90) days from the Proposal Submittal Deadline. At no time may the successful consultant(s) withdraw their proposal(s).

H. Pre-Contractual Expenses

Pre-contractual expenses are defined as expenses incurred by the consultant in:

1. Preparing its proposal in response to this RFP;

2. Submitting the proposal to City;

3. Negotiating with City on any matter related to the proposal; or

4. Any other expenses incurred by the consultant prior to date of award, if any.

The City shall not, in any event, be liable for any pre-contractual expenses incurred by consultant in the preparation of its proposal. Consultant shall not include any such expenses as part of its proposal.

I. Contract Award

Issuance of this RFP and receipt of proposals does not commit the City to award a contract.

The City reserves the right to postpone proposal opening for its own convenience, to accept or reject any or all proposals received in response to this RFP, to request additional information from consultants as appropriate, to negotiate with other than the highest-ranked consultant(s) should negotiations with the highest-ranked consultant(s) be terminated, or to cancel all or part of this RFP.

J. Contract Term

The initial contract term will be for approximately 6 months and shall be effective on or about March 1, 2027 through September 30, 2027.

K. Acceptance of Order

The successful consultant(s) will be required to accept a Purchase Order and execute a written Agreement (see Section VII, Form of Agreement) in accordance with and including as a part thereof the published notice of Request for Proposals and this Request for Proposals, including all requirements, conditions and specifications contained herein, with no exceptions other than those specifically listed in the written purchase order and/or Agreement.

L. Company Performance

It is the intent of the City to create a long-term working partnership with the selected firm.

The City’s Representative will complete a Vendor Performance Evaluation Form on a periodic basis. An example of this type of form can be reviewed in Section V and will be the basis for periodic assessments by the City to establish contract performance metrics.

M. City of Corona Business License

The successful consultant(s) and any sub-consultants are required to obtain a City of Corona Business License prior to contract award and to maintain the license for the entire term of the Agreement. The Business License is not a prerequisite for submission of a proposal. Inquiries regarding the City Business License may be answered by calling 951- 736-2275 or by visiting the City’s website:

https://www.coronaca.gov/government/departments-divisions/finance/business-license-info.

N. Prevailing Wage

Refer to Section VII. Form of Agreement, Section 3.3.5 for Prevailing Wage requirements.

O. Insurance Requirements

Within ten (10) consecutive calendar days after the notice of award, the Consultant to whom a contract is awarded from this request for proposals shall furnish the City, through its third-party insurance partner, Exigis, certificates of insurance and endorsements evidencing coverage as specified in Section VII. Form of Agreement, Section 3.2.10 Insurance, et seq. and naming the City of Corona, its directors, officials, officers, employees, volunteers and agents as additional insureds by written endorsement. Failure to do so may, in the sole discretion of the City, result in the forfeiture of the Contract Award.

https://www.coronaca.gov/government/departments-divisions/finance/business-license-info https://www.coronaca.gov/government/departments-divisions/finance/business-license-info

Consultants are encouraged to have their insurance provider(s) review the insurance requirements, pursuant to the Form of Agreement, to ensure the specified minimum coverage limits, endorsements and other requirements can be met.

Consultants must review, complete and sign the Acknowledgment of Insurance Requirements Check Sheet included in Section V and return with their proposal. Any exceptions or deviations to the City’s insurance requirements must be submitted to the City during the Questions and Answer period. Consultants are cautioned that exceptions or deviations from the RFP insurance requirements may cause their proposal to be rejected as non-responsive.

R. Negative History

Consultant must include in its Proposal a complete disclosure of any alleged significant prior or on-going contract failures, any civil or criminal litigation or investigation pending which involves the firm or in which the firm has been judged guilty or liable within the last five (5) years.

If there is no negative history to disclose, the firm must affirmatively state in its Proposal, there is no negative history to report.

Failure to comply with the terms of this provision may disqualify any proposal. The City reserves the right to reject any proposal based upon the firm's prior documented history with the City or with any other party, which documents, without limitation, unsatisfactory performance, adversarial or contentious demeanor, significant failures to meet contract milestones or other contractual failures.

S. CONFLICT OF INTEREST STATEMENT

The nature of the proposed services for this RFP may lead to a conflict of interest for firms that are currently under contract with the City or those that may seek contract opportunities in the future. The City considers the following situations as potential conflicts of interest that will not be allowed:

The prime consultant or principal partners in a joint venture arrangement for this RFP will be prohibited from competing for future design (defined by the City as Project Approval and Environmental Document (PA&ED) or Plans, Specifications and Estimate (PS&E)) or construction management contracts related to this project.

A sub-consultant that provides more than one-third of the total scope of services (as measured by overall budget) or more than one-third of the full-time equivalent (FTE) for project manager and key positions will be prohibited from competing for future design (PA&ED or PS&E) or construction management contracts.

The prime consultant or principles in a joint venture, or a sub-consultant that provides more than one-third of the total scope of services or more than one-third of the FTEs for project manager or key positions, will be prohibited from competing for future (PA&ED or PS&E) or construction management contracts as a major sub-consultant. City staff will determine the definition of major sub-consultant for future contracts on a case-by-case basis.

The City recognizes that consulting firms that currently hold design contracts may wish to compete as a prime consultant or major sub-consultant for this contract. The City will allow such firms to compete for this contract, however, if successful, those firms will be prohibited from competing for future design or construction management services contracts for this project. Additionally, for firms with existing design contracts, the named principle-in-charge and project manager for those contracts are prohibited from filling key positions in the project management contract.

Consultants shall disclose any financial, business or other relationship with the City that may have an impact upon the outcome of the contract or the construction projects. The Consultant shall also list current clients who may have a financial interest in the outcome of this contract or the construction project that will follow. Consultants shall disclose any financial interest or relationship with any construction company that might submit a bid on any of the listed transportation projects.

T. Public Records

Responses (proposals) to this Request for Proposal (RFP) and the documents constituting any contract entered into thereafter become the exclusive property of the City and shall be subject to the California Public Records Act (Government Code Section 6250 et seq.). The City’s use and disclosure of its records are governed by this Act.

Those elements in each proposal which proposer considers to be trade secrets, as that term is defined in Civil Code Section 3426.1(d), or otherwise exempt by law from disclosure, should be prominently marked as “TRADE SECRET”, “CONFIDENTIAL”, or “PROPRIETARY” by proposer. The City will use its best efforts to inform proposer of any request for disclosure of any such document. The City shall not in any way be liable or responsible for the disclosure of any such records including, without limitation; those so marked if disclosure is deemed to be required by law or by an order of the Court.

In the event of litigation concerning disclosure of information the proposer considers exempt from disclosure, the City will act as a stakeholder only, holding the information until otherwise ordered by a court or other legal process. If the City is required to defend an action arising out of a Public Records Act request for any of the contents of a proposer’s proposal marked “Confidential”, “Proprietary”, or “Trade Secret”, proposer shall defend and indemnify the City from all liability, damages, costs, and expense, including attorneys’ fees, in any action or proceeding arising under the Public Records Act.

To insure confidentiality, proposers are instructed to upload separate files for all “Confidential,” “Proprietary,” or “Trade Secret” data when submitting their proposal documents. The file names shall include the words “Confidential”, “Proprietary” or “Trade Secret". Because the proposal documents are available for review by any person after award of a contract resulting from an RFP, the City shall not in any way be held responsible for disclosure of any “Confidential,” Proprietary,” or “Trade Secret” documents that are not uploaded as separate files and include “Confidential”, “Proprietary” or “Trade Secret" as part of the file name.

U. Special Provisions for Services

1. Accessibility. Consultant shall fully inform himself regarding any peculiarities and limitations of the spaces available for the performance of work under this contract.

Consultant shall exercise due and particular caution to determine that all parts of his work are made quickly and easily accessible.

2. Authority of the City of Corona. Subject to the power and authority of the City as provided by law in this contract, the City shall in all cases determine the quantity, quality, and acceptability of the work, materials and supplies for which payment is to be made under this contract. The City shall decide questions that may arise relative to the fulfillment of the contract or the obligations of the consultant hereunder.

3. Changes in Work. The City may, at any time work is in progress, by written order and without notice to the sureties, make alterations in the terms of work as shown in the specifications, require the performance of extra work, decrease the quantity of work, or make such other changes as the City may find necessary or desirable. The consultant shall not claim forfeiture of contract by reasons of such changes by the City. Changes in work and the amount of compensation to be paid to the consultant for any extra work as so ordered shall be determined in accordance with the unit prices quoted.

4. Contract Incorporation. This contract embodies the entire contract between the City and the Consultant. The parties shall not be bound by or be liable for any statement, representation, promise, inducement or understanding of any kind or nature not set forth herein. No changes, amendments, or modifications of any of the terms or conditions of the contract shall be valid unless reduced to writing and signed by both parties. The complete contract shall include the entire contents of the RFP solicitation, all addenda, all of Consultant’s successful submittal, supplemental agreements, change orders, performance bond(s), and any and all written agreements which alter, amend or extend the contract.

5. Rejection of Work. Consultant agrees that the City has the right to make all final determinations as to whether the work has been satisfactorily completed.

RFP No. 27-017AG Section III. “Evaluation & Award”

SECTION III.

EVALUATION AND AWARD

The City is soliciting firms and/or individuals who have established knowledge, experience preparing electric utility battery energy storage system feasibility studyand expertise in all aspects of the services requested in this RFP. Following is what the City considers important in evaluating the proposals and the assembled teams for a successful project. Minimum requirements are as follows:

A. EVALUATION CRITERIA

Each consultant proposal will be reviewed by the Selection Committee and graded individually by each City employee participant, with a final grade being assigned collectively by the Selection Committee. The following weighting and points will be assigned to the Proposal for evaluation purposes:

TABLE 1

Criteria Max Points Rating

Completeness of Response 0 Pass or Fail

Qualification of Firm 25

Qualifications of Personnel and Relevant Experience

Work Plan / Project Understanding and Approach

References and Past Performance 10

Value 10

Total 100

1. Completeness of Response (Pass/Fail) - 0

a) Responses to this RFP must be complete. Reponses that do not include the proposal content requirements identified within this RFP and subsequent addenda and do not address each of the items listed below will be considered incomplete, be rated a Fail in the Evaluation Criteria and will receive no further consideration.

2. Qualification of Firm – 25 points

a) Strength and stability of the firm;

b) Technical competence and experience of firm’s consultants in general providing similar services;

c) Demonstrated knowledge of the scope of work required, capability of performing specific tasks outlined in the RFP;

d) Adequacy of staff to provide required services; and

e) Reputation of firm in providing similar services.

CITY OF CORONA ELECTRIC UTILITY BATTERY ENERGY STORAGE SYSTEM FEASIBILITY STUDY

3. Qualifications of Personnel and Relevant Experience – 25 points

a. Qualifications, education, technical competence, and experience of staff;

b) Proposal demonstrates the following:

1. Provides a project-appropriate Consultant team organization diagram, including the Project Manager as the main point of contact.

2. Identifies the geographic location of the firm and each team member.

3. Describes the qualifications and experience of each proposed consultant team member, including key areas of expertise of each team member, plus their anticipated level of participation for the proposed type of service.

4. Identifies the anticipated level of participation as primary or supportive.

5. Clarifies who would be reasonably expected to perform the bulk of the work, and who would perform primarily oversight, QA/QC, and other supportive roles;

c) Evidence of successful completion of similar projects.

4. Work Plan / Project Understanding and Approach - 30 points

a) Depth and thoroughness of Consultant’s understanding of the Project and the City’s requirements;

b) Identification and understanding of Project issues and challenges.

c) Quality and logic of work plan;

d) Logic of Project organization and appropriateness of resource estimate and labor distribution among the tasks;

e) Adequacy of system or process for managing cost and budget;

f) Adequacy of system or process for managing project schedule;

g) Adequacy of system or process for communicating with the City.

5. References and Past Performance – 10 Points

a) Quality and relevance of references provided

b) Demonstrated track record of successful completion of similar projects

c) Client satisfaction and feedback from references

d) Evidence of ability to deliver projects on time and within budget.

6. Value – 10 points

e) Appropriate number of hours budgeted for Project tasks;

f) Reasonableness of the Consultant’s hourly rates, labor hours, and fee required to perform the work in relation to the scope of work and other proposals received.

g) The total fee will be judged for value and used as the basis of comparison between the proposals submitted

B. EVALUATION PROCEDURE

An Evaluation Committee comprised of City staff, and may include personnel from stakeholder agencies, will be appointed to review all proposals in accordance with the above criteria

During the evaluation period, the City may do any or all of the following:

A. Generate a “short list” and conduct interviews with the top candidates;

CITY OF CORONA ELECTRIC UTILITY BATTERY ENERGY STORAGE SYSTEM FEASIBILITY STUDY

B. Conduct on-site visits and/or tours of the candidates’ places of business; and C. Conduct negotiations with the most qualified candidate(s).

Consultants should be aware, however, that award may be made without consultant visits, project visits, interviews, or further discussions or negotiations.

Interviews – The City may interview the highest scoring proposals based on the evaluation criteria from Table 1.

Interview Evaluation Criteria:

The Interview will provide a maximum total of one hundred (100) points in addition to the maximum 100 points identified in Table 1. The available scoring for the Interview is as follows:

Category Points Presentation 10 Technical Content 20 Project Manager and Key Team Members 20 Communication Skills 10 Project Understanding 20 Flexibility to Accommodate City Needs 20 Total Maximum Points 100

C. AWARD

Consultants are to submit a separate fee proposal with their technical proposal. Upon review and scoring of all proposals, the City will begin negotiations with the highest ranked Consultant. Should the City be unable to negotiate a satisfactory contract with the highest ranked Consultant, the City retains the right to terminate negotiations and open negotiations with the next highest ranked Consultant.

In addition, negotiations may or may not be conducted with consultants; therefore, the proposal submitted should contain your most favorable terms and conditions, since the selection and award may be made without discussion with any consultant.

City staff will submit a recommendation to City Council for consideration and approval of the proposal(s) evaluated by staff to be the most qualified for this project. The City anticipates making final selections and awards on or about February 17, 2027.

D. NOTIFICATION OF RANKINGS

Consultants that submit proposals may be notified in writing of the proposals rankings using the City’s on-line bidding platform after approval of the City’s authorized contracting party.

E. IMPLEMENTATION

CITY OF CORONA ELECTRIC UTILITY BATTERY ENERGY STORAGE SYSTEM FEASIBILITY STUDY

A kick-off meeting will be held after contract award. Consultant’s Project Manager and key team members will meet with City staff to conduct introductions, discuss the scope of services, meetings, project needs and implementation process.

Following the kick-off meeting, a formal Notice-to-Proceed (NTP) may be issued after the agreement is fully executed and all insurance documents and contents of all required documents have been received and approved by the City.

RFP No. 27-017AG Section IV. “Project Description & Scope of Work”

SECTION IV.

A. PROJECT DESCRIPTION

Introduction and General Project Information

The City of Corona Utilities Department operates a small electric utility serving approximately 2,000 customers within limited areas of the City. The City receives electric services through five Wholesale Distribution Access Tariff (WDAT) points of delivery with Southern California Edison and participates in the California Independent System Operator (CAISO) market with total annual energy consumption of 86,454MWh and a coincident system peak load of 17.3MW.

The City is evaluating the potential installation and operation of Battery Energy Storage Systems (BESS) at WDAT locations. The City is interested in determining whether BESS could provide operational and economic benefits by reducing energy costs through load and peak- period management, mitigating energy exports/backfeed, and providing other potential capacity, market, or reliability benefits.

The City is seeking a qualified consultant to conduct a comprehensive feasibility study that evaluates the technical, operational, regulatory, and economic viability of BESS deployment and provides recommendations to support the City’s decision on whether to proceed with further development, procurement, and implementation.

Study Objectives:

• Technical feasibility: Evaluate each WDAT and identify viable locations for BESS deployment based on interconnection requirements, site constraints, existing electrical infrastructure, and other applicable technical considerations.

• Operational analysis. Analyze historical and forecasted load characteristics at each technically viable WDAT to identify potential BESS operational benefits, including peak demand management, energy cost optimization, energy export/backfeed mitigation, and other applicable benefits.

• Deployment alternatives. Based on the technical and operational analyses, develop reasonable BESS deployment alternatives including recommended WDAT location(s) for BESS deployment, appropriate BESS power and energy sizing, intended operational use(s), and key assumptions and constraints.

• Economic analysis. Perform a cost-benefit analysis of each BESS deployment alternative, considering estimated capital, operating, lifecycle, and replacement costs, relative to quantifiable economic and operational benefits.

• Recommendation: Determine whether BESS deployment is technically feasible and economically beneficial to the City and, if so, identify the alternative(s) that provide the greatest overall benefit.

The City will provide the selected consultant with available data and information relevant to the study and will assist the consultant in obtaining relevant City data that is not readily available. The consultant shall be responsible for identifying the data necessary to complete the study, reviewing

CITY OF CORONA ELECTRIC UTILITY BATTERY ENERGY STORAGE SYSTEM FEASIBILITY STUDY

the information provided for completeness and reasonableness, identifying material data gaps or limitations, and documenting assumptions used in the analysis.

B. THE FOLLOWING PRESENTS THE SCOPE OF SERVICES FOR ELECTRIC

UTILITY BATTERY ENERGY STORAGE SYSTEM FEASIBILITY STUDY:

The consultant shall perform, at a minimum, the following services:

• Provide data request list to the City

• Conduct a kickoff meeting with City staff to discuss project priorities and schedule, confirm study objectives and methodology, identify data needs and limitations, establish key assumptions, and review expected deliverables.

• Conduct bi-weekly meetings to discuss project progress, preliminary findings, outstanding information needs, and issues requiring City input.

• Identify and review relevant information, including but not limited to historical load profiles by WDAT, historical and forecasted energy market prices, existing power supply and scheduling arrangements, existing WDAT interconnection agreements, single-line diagrams and site information, anticipated load growth, and other information necessary to complete the study.

• Analyze daily and seasonal load profiles, peak demand characteristics, and the impact of forecasted load growth, including solar installations and EV charging, and other material changes in load at each WDAT.

• Perform energy market analysis to evaluate historical and anticipated energy cost exposure and identify periods in which BESS charging and discharging could provide economic benefit. The analysis shall consider all applicable components of the City's cost of serving electric load.

• Evaluate each WDAT and identify locations suitable for further BESS consideration based on site conditions, existing electrical infrastructure, load characteristics, potential operational and economic benefits, and other applicable considerations. Document the basis for eliminating locations from further consideration.

• Develop reasonable BESS deployment alternatives for WDAT locations determined to be viable. Each alternative shall identify, at minimum, the proposed WDAT location(s), BESS power rating and energy capacity, storage duration, intended operational use case(s), and key technical, site, and operational assumptions and constraints.

• Identify interconnection, regulatory, permitting, and market participation requirements that could materially affect the feasibility, cost, or implementation of the BESS deployment alternatives.

• Perform cost analysis for each BESS deployment alternative, including, as applicable, costs associated with equipment, engineering and design, site preparation and civil work, permitting, environmental documentation, operation and maintenance, decommissioning and disposal, replacement costs, and other relevant costs

• Project the economic benefits of each BESS deployment alternative, including, as applicable, peak demand cost reduction, energy arbitrage savings, reduced energy costs, resource adequacy, ancillary services, and other quantifiable benefits. The analysis should also consider risks associated with potential changes in market conditions, load characteristics, BESS performance, and other relevant factors that could materially affect the anticipated costs and benefits.

CITY OF CORONA ELECTRIC UTILITY BATTERY ENERGY STORAGE SYSTEM FEASIBILITY STUDY

• Compare BESS deployment alternatives based on technical feasibility, operational benefits, total cost of ownership, and economic benefits

• Prepare a draft and final BESS Feasibility Study consolidating the results of all analyses. The final report shall provide a clear recommendation and identify, as applicable:

o If BESS deployment is technically feasible o If BESS deployment is economically beneficial under current and reasonably anticipated conditions o Preferred location(s) o Recommended MW and MWh capacity o Storage duration o Operational use case(s) o Estimated project cost o Estimated annual economic benefits o Key risks and uncertainties o Conditions that could materially change the recommendation o Recommended next steps

If the consultant determines that BESS deployment is not currently economically justified, the consultant shall identify the primary reasons and recommend conditions or thresholds that should trigger the City to reconsider BESS in the future.

• Present the study findings to City staff and incorporate comments into the final report

• Draft and final deliverables shall be provided in file formats that are editable by City staff.

The City will retain ownership of all work products developed under the agreement.

Deliverables:

• Draft BESS Feasibility Study

• Final BESS Feasibility Study

• Executive Summary

• Presentation of findings to City staff

• Electronic copies of supporting data, assumptions, and analysis.

Optional Bid Item – Develop an Implementation Plan

If authorized by the City following presentation of the study findings and recommended BESS alternatives(s), the consultant shall prepare an implementation plan identifying the actions necessary to advance the selected BESS alternative(s) through further project development.

Consultants bidding on this item should provide a work sample of a previous implementation plan, as permissible.

• Develop an engineering technical memorandum/basis of design for the selected BESS alternative(s) that would include, at minimum, recommended system configuration, conceptual single-line diagrams and site layout, controls/SCADA, metering, operating modes, and performance and safety requirements. Identify additional geotechnical investigations, detailed site assessments, engineering studies, and other technical due diligence necessary to advance the project.

CITY OF CORONA ELECTRIC UTILITY BATTERY ENERGY STORAGE SYSTEM FEASIBILITY STUDY

• Identify applicable interconnection processes, permitting and regulatory requirements, applications, agreements, approvals, and anticipated agency or utility coordination.

• Establish procurement requirements such as vendor qualifications, technical and performance requirements, warranties, performance guarantees, and applicable codes and standards.

• Provide an implementation roadmap containing a checklist and a schedule identifying the major activities and milestones, sequencing, key prerequisites and dependencies, responsible parties, lead times, and key implementation risks and constraints.

• Prepare a draft and final implementation plan consolidating the results and documentation of the above activities.

• Present the implementation plan to City staff and incorporate comments into the final deliverable.

• Draft and final deliverables shall be provided in file formats that are editable by City staff.

The City will retain ownership of all work products developed under the agreement.

Deliverables:

• Draft BESS Implementation Plan

• Final BESS Implementation Plan

• Executive Summary

• Presentation of findings to City staff

• Electronic copies of supporting data, assumptions, and analysis.

RFP No. 27-017AG Section V. “Proposal Content and Forms”

SECTION V

PROPOSAL CONTENT AND FORMS

A. PRESENTATION

Proposals shall be specific to this project. Lengthy narrative is discouraged and presentation should be brief and concise.

1. Cover Letter

Proposals shall contain the following in a cover letter:

a. Identification of consultant, including name, address. telephone number and

DIR Registration Number, if applicable;

b) Proposed working relationship between consultant and subconsultants, if applicable;

c) Acknowledgment of receipt of all RFP addenda, if any;

d) Name, title, address, telephone number and email address of consultant’s contact person during the proposal evaluation period;

e) A statement that the cost of printing, mileage, telephone, mailing and other expenses incidental to the performance of the main items of the electric utility battery energy storage system feasibility study services to be rendered are included in the hourly rates schedule of said fee proposal and that there will be no additional charges.

f) A statement to the effect that the proposal shall remain valid for a period of not less than 90 days from the date of submittal;

g. Signature of a person authorized to bind consultant to the terms of the proposal;

and

h. Identification of proposed sub-consultants, including legal company name, and contact person’s name, address, phone number. Working relationship between Consultant and subcontractors, if applicable.

i. Complete disclosure of any alleged significant prior or ongoing contract failures, any civil or criminal litigation or investigation pending which involves the Consultant or in which the Consultant has been judged guilty or liable

Following the cover letter, proposals should address the following items in turn:

2. Qualifications, Related Experience and References

This section of the proposal should establish Consultant’s ability to satisfactorily perform the required work by reasons of: experience in performing work of a similar nature; demonstrated competence in the services to be provided; professional and educational qualifications, strength and stability of the firm, staffing capability, work

CITY OF CORONA ELECTRIC UTILITY BATTERY ENERGY STORAGE SYSTEM FEASIBILITY STUDY

load, record of meeting schedules on similar projects; and supportive client references.

Consultant shall:

a. Provide a brief profile of the firm, including the types of services offered, year founded, form of organization (corporation, partnership, sole proprietorship) number, size and location of offices and number of employees;

b. Provide a general description of the firm’s financial condition; identify any conditions (e.g., bankruptcy, pending litigation, planned office closures, impending merger) that may impede consultant’s ability to complete the project;

c. Describe samples of work and the firm’s experience in performing work of a similar nature to that described in this RFP, and highlight the participation in such work by the key personnel proposed for assignment to this project;

d. Identify sub-consultants by company name, address, contact person, telephone number, project function, and describe consultant’s experience working with each sub-consultant; and

e. Provide a minimum of 3 references from the projects cited as related experience. References shall include the name, title, address, telephone number, and email address of the person(s) at the client organization most knowledgeable about the work performed. Consultant may also supply references from other work not cited in this section as related experience.

3. Proposed Staffing and Project Organization

This section of the proposal should establish the qualifications and involvement of the proposed project staff. Consultant shall:

a. Describe your firm’s organization chart, identify who will have overall responsibility for the work, and include the lines of authority between team members up to the senior level. Provide education, experience and applicable professional credentials of proposed project staff.

b. Furnish brief resumes, not more than two pages, and at least three references, for key personnel.

c. Identify key personnel proposed to perform the work in the specified tasks and include major areas of sub-consultant work.

d. Include a project organization chart which clearly delineates communication/reporting relationships among the project staff.

e. Provide education, experience, and applicable professional credentials of proposed subcontractors.

f. Include a statement that key personnel will be available to the extent proposed for the duration of the project acknowledging that no person designated as “key” to the project shall be removed or replaced without the prior written concurrence of the City.

CITY OF CORONA ELECTRIC UTILITY BATTERY ENERGY STORAGE SYSTEM FEASIBILITY STUDY

4. Work Plan

Consultant shall provide a narrative which addresses the Scope of Services and shows consultant’s understanding of the City’s needs and requirements. Consultant shall:

a. Describe the approach to completing the tasks specified in the Scope of Services.

b. Outline sequentially the activities that would be undertaken in completing the tasks and specify who would perform them.

c. Furnish a schedule for completing the tasks in terms of elapsed weeks from the commencement date.

d. Provide a resource estimate of labor resources, utilizing a table projecting the labor-hour allocation to the project by individual task.

e. Identify methods that consultant will use to ensure quality control as well as budget and schedule control for the project.

f. Describe fully any deliverables that will be due un the contract, based on the Scope of Work.

Consultant may also propose enhancement or procedural or technical innovations to the Scope of Services which do not materially deviate from the objectives or required content of the project.

5. Exceptions/Deviations

State any exceptions to or deviations from the requirements of this RFP on the RFP Acknowledgement Form where indicated. Where Consultant wishes to propose alternative approaches to meeting the City’s technical requirements, these should be thoroughly explained. Consultants are cautioned that exceptions or deviations from RFP requirements may cause their proposal to be rejected as non-responsive.

6. Time Extensions

There will be no time extensions for routine delays in Project development design, plan check, or permit processing. These must be anticipated in your fee. Time extensions will only be authorized in writing as a change order to the contract when due to major changes in Scope of Services, unavailability of essential information or delays by others.

7. Alternative Work Schedule

The Consultant should discuss the Project schedule and the ability to meet or exceed the milestones given. In the event it is determined that there are major deficiencies in the work schedule or that the work can be accomplished in less time, an alternative work schedule may be submitted along with an appropriate explanation in the Schedule Section of the proposal. City is under no obligation to consider such an alternative schedule.

8. Labor Hour Estimate and Fee Proposal

Consultants are to submit a fee proposal with their technical proposal. The fee proposal must be submitted as a separate file and uploaded into PlanetBids as the Cost File. The fee proposal must not be included within the Technical Proposal file. After ranking of the consultants by qualifications, the City will review the cost proposals and begin negotiations with the highest ranked consultant. If agreement cannot be reached, then negotiations proceed to the next most qualified consultant. The goal of negotiations is to agree on a final contract that delivers the services, or products required at a fair and reasonable cost to the City. Consultant shall provide the following in their fee proposal:

a. An hourly rate schedule (labeled as Exhibit “C” Compensation) and an hourly cost breakdown by task showing labor hours, hourly labor rates, and fees by task.

b. A total “Maximum Not-to Exceed” fee for all services to be rendered and all materials to be furnished.

Items typically negotiated include:

a. Work plan

b. Schedule and deadlines

c. Products to be delivered

d. Classification, wage rates, and experience level of personnel to be assigned

e. Cost items, payments, and fees

9. Appendices

Information considered by Consultant to be pertinent to this Project and which has not been specifically solicited in any of the aforementioned sections may be placed in a separate appendix section. Consultants are cautioned, however, that this does not constitute an invitation to submit large amounts of extraneous materials; appendices should be relevant and brief.

10. Insurance

Consultants shall submit evidence of ability to provide insurance in the amounts and with coverages as required in the attached Professional Services Agreement.

B. LICENSING AND CERTIFICATION REQUIREMENTS

By submitting a proposal, Consultant warrants that any and all licenses and/or certifications required by law, statute, code or ordinance in performing under the scope and specifications of this RFP are currently held by Consultant and are valid and in full force and effect.

Copies or legitimate proof of such licensure and/or certification should be included in

CITY OF CORONA ELECTRIC UTILITY BATTERY ENERGY STORAGE…