RFP_PR9169___Attachment_E__Qualifications_and_Technical_Requirements_Fill_in_Form_Final.xls
XLS spreadsheet 55 KB Posted
- Attached to
- Microgrid Energy Storage System
- Solicitation number
- PR9169
- Issued by
- Florida
About this file
This is a Qualifications and Technical Requirements Fill-in Form (Attachment E) for RFP PR9169 issued by Orlando Utilities Commission (OUC) for a Microgrid Energy Storage System. The project requires qualified suppliers to provide a grid-forming energy storage system with a capacity of 250 kW capable of operating for 1-2 hours, to be co-located with DC Fast Charging infrastructure for electric vehicles. The system must function in grid-connected mode to support grid services including peak shaving, solar smoothing, and Volt/VAR regulation, and must operate independently during outages to maintain microgrid support. Respondents must demonstrate five contiguous years of experience in successful delivery—including procurement, design, installation, and support—of grid-forming energy storage systems of 250 kW/500 kWh capacity or greater, with required project references for similar systems.
The form requires comprehensive submissions addressing company background, personnel qualifications, safety records, insurance compliance, and technical specifications for major equipment including battery, inverter, energy management system, and automatic transfer switch manufacturers. Bidders must provide OSHA incidence, frequency, and severity rates for the past three years, current workers' compensation experience modification ratings, proof of Florida business licensing, and evidence of proper insurance meeting OUC minimum requirements. Additionally, respondents must confirm the capability to dispatch on-site field service representatives to Orlando within 48 hours of notification and maintain 24/7/365 emergency technical support. The form requires submission of three customer references with detailed project descriptions and contact information, and bidders must indicate compliance with Federal funding requirements outlined in the RFP's Attachment D, providing examples of previous customers who successfully obtained federal funding for similar hardware solutions.
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General Information
| RFP PR9169 - Microgrid Energy Storage System | |
| Attachment E - Qualifications and Technical Requirements Fill in Form | |
| Note: Please make sure to complete all sheets (General Info., Technical Details, and Subcontractor). | |
| Required/Compliance Forms | |
| 1 | Form Enclosed (YES or NO) & Exceptions Taken (YES or NO) |
| 2 | ADDENDUMS Acknowledgement Form Enclosed (YES or NO) |
| 3 | PUBLIC ENTITY CRIMES FORM Enclosed (YES or NO) |
| 3.1 | Entity Crimes Noted (YES or NO) |
| 4 | Disputes Disclosure Form Enclosed (YES or NO) |
| 4.1 | Disputes Noted (YES or NO) |
| 5 | Form W-9 Enclosed (YES or NO) |
| Company Background Data | |
| 6 | Cover Letter Enclosed (YES or NO) |
| 7 | Name of Firm |
| 8 | Name of Parent Company |
| 9 | Complete Business Address |
| 10 | Is the address above your remittance address? If No, enter address |
| 11 | State of Incorporation |
| 12 | Primary Contact Name |
| 13 | Email Address |
| 14 | Office Phone Number |
| 15 | Mobile Phone Number |
| 16 | Telefax Number |
| 17 | Name and Title of Officer(s) Authorized to commit and bind the Firm to Contracts. |
| 18 | Telephone Number |
| 19 | E-mail Address |
| 20 | Number of Employees |
| 21 | Number of Locations |
| 22 | Nearest Branch Office or Service Location which will adminster the services: |
| 23 | Primary Servicing Office location |
| 24 | Number of years in business under Present Company Name |
| 25 | Business License Number |
| 26 | Dunn & Bradstreet Number (D&B) |
| 27 | Provide a brief history of your company (Can be provided in the proposal, just list page #) |
| Organization Chart, Qualifications and Training | |
| 28 | Do employees have the appropriate trade qualifications, certifications and training for the work to be performed? (Yes or No) |
| 29 | Please identify trade qualifications and any certifications |
| 30 | Submit a resume of applicable experience, accreditation & qualifications for key personnel that will be working on this project. |
| 31 | A detailed organization chart for the team that would be working on this project depicting your company’s management, operations, maintenance, and administrative support structure. |
| Project Details | |
| 32 | List the types of services your company provides (provide brochure if available). |
| 33 | Provide a narrative describing your firm’s capabilities in regard to the scope of work/services being requested in the RFP. Include the overall approach and specific methodology to provide the specified goods or services. |
| 34 | Provide a narrative describing your firm’s capabilities regarding quality control and assurance on work completed for similar goods or services offered. |
| 35 | Does your Company have at least Five (5) contiguous years of experience in successful delivery (procurement, design, installation, and support) of grid forming energy storage systems of 250 kW/500 kWh capacity or greater? (Yes of N0) |
Must submit project references for similar systems.
| Personnel Hiring, Training & Incentive Practices/Programs | ||
| 36 | Please indicate below if your firm conducts the following screening and testing: | |
| 36a | Pre-Employment Drug & Alcohol Screening? (Yes or No) | |
| 36b | Workers Compensation History Review? (Yes or No) | |
| 36c | Driver License Verification (Yes or No) | |
| 36d | Pre-employment Physical Exam (Yes or No) | |
| 36e | Pre-Employment Criminal Background Checks? (Yes or No) | |
| 36f | Does your company have a Training Program for your employees. (Yes or No) | |
| 36g | If yes to the item 21f, provide an outline or attach a copy of the program. | |
| 36h | Does your company have employee incentive programs to reward safety, productivity, quality, performance, and/or longevity? (Yes or No) | |
| Safety Programs & Record | ||
| 37 | The awarded Supplier shall be properly insured in accordance with the Minimum specified OUC insurance requirements outlined in the General Conditions included in the RFP Package. Provide a sample copy of your company’s current insurance certificate. If you do not already meet the OUC requirements, you will have to obtain proper insurance if selected for award. (Yes or No) | |
| 38 | Company’s Workman’s Comp Exp Mod rating for the last 3 years | 2025: |
| 2024: | ||
| 2023: | ||
| 39 | Indicate your company’s OSHA Incidence Rate for the last 3 years. | 2025: |
| 2024: | ||
| 2023: | ||
| 40 | Indicate your company’s OSHA Frequency Rate for the last 3 years. | 2025: |
| 2024: | ||
| 2023: | ||
| 41 | Indicate your company’s OSHA Severity Rate for the last 3 years | 2025: |
| 2024: | ||
| 2023: | ||
| 42 | Does your company have a Formal Health & Safety Program? If yes, provide a copy of your company’s Formal Health & Safety Program. (Yes or No) | |
| 43 | Does your company complete a Hazard Identification, Assessment and Control process prior to starting work? (Yes or No) | |
| 44 | Does the company have emergency response and first aid plans related to the work activities, when working in remote locations and working alone? (Yes or No) | |
| License/ Insurance | ||
| 45 | The awarded Supplier shall be properly insured in accordance with the Minimum specified OUC insurance requirements outlined in the General Conditions included in the RFP Package. Provide a sample copy of your company’s current insurance certificate. Sample of applicable Insurance Certificates are Enclosed (Yes or No) | |
| 46 | Copy of Florida Business License is Enclosed. (YES or NO) | |
| 47 | Firm is properly licensed in the State of Florida. (YES or NO) | |
| Compliance/Legal | ||
| 48 | Is your firm currently involved in any unsettled litigation? (YES or NO) If yes, provide an explanation. | |
| 49 | If response is yes to item 37 above, please provide details. Otherwise indicate N/A in the space provided. | |
| 50 | Has your company ever had a contract terminated? (YES or NO) | |
| 51 | If response is yes to item 38 above, provide the name of the company, date, and reason for termination. Otherwise Indicate as N/A. | |
| 52 | Has your company ever been in a lawsuit where the company or one of its employees was accused of a wrongdoing? (YES or NO) | |
| 53 | If response is yes to item 39 above, provide name of plaintiff, when the event occurred, and reasons. Otherwise indicate as N/A. | |
| 54 | Does your company have a program to ensure that all Federal, State and local regulations are followed in the handling, storage and disposal of hazardous material? (YES or NO) | |
| 55 | If response is yes to item 40 above, please describe program. Otherwise Indicate as N/A. | |
| 56 | Has your firm ever been issued a warning or violation by a regulatory agency for noncompliance with Federal or State regulations? (YES OR NO) If yes, provide the date(s) and description of the violation. | |
| 57 | If response is yes to the item 41 above, provide explanation. Otherwise indicate as N/A. | |
| 58 | Does your firm have a Drug Free Work Place Policy? (Yes or No) | |
| 59 | If response is yes to item 42 above, please describe or include a copy of your firms Drug Free Work Place Policy. Otherwise indicate as N/A. | |
| Other/Additional Information | ||
| 60 | Does your company have repair and support facilities located in the South Eastern United States? (YES or NO) | |
| 61 | If repair and support facilities are not company owned, does company have certified representatives? (YES or NO) Please indicate the name(s) of these representatives. | |
| 62 | Does your company have spare parts inventory warehouse(s) located within the Continental United States? (YES or NO) | |
| 63 | Does your company have the capability to contact and dispatch on-site field service representative(s) to Orlando, Florida within 48-hours of notification? (YES or NO) | |
| 64 | Does your company have a 24/7/365 Emergency contact for remote technical support? (YES or NO) | |
| 65 | Does your solution comply with Federal Funding requirements listed in Attachment D? (YES or NO) | |
| 66 | Provide examples where previous customers successfully received federal funding related to the proposed hardware | |
| 67 | Have you completed all sheets of this workbook (General Information, Technical Details and Subcontractors)? (Yes or N0) | |
| References | ||
| Reference 1 | ||
| Name of Customer | ||
| Project Name/Location | ||
| Date Completed | ||
| Customer Contact Name | ||
| Customer Contact Phone Number | ||
| Customer Contact Email Address | ||
| Dates of Contract Term | Start: End: | |
| Narrative Description of project and work specifically performed by the Respondent : | ||
| Reference 2 | ||
| Name of Customer | ||
| Project Name/Location | ||
| Date Completed | ||
| Customer Contact Name | ||
| Customer Contact Phone Number | ||
| Customer Contact Email Address | ||
| Dates of Contract Term | Start: End: | |
| Narrative Description of project and work specifically performed by the Respondent : | ||
| Reference 3 | ||
| Name of Customer | ||
| Project Name/Location | ||
| Date Completed | ||
| Customer Contact Name | ||
| Customer Contact Phone Number | ||
| Customer Contact Email Address | ||
| Dates of Contract Term | Start: End: | |
| Narrative Description of project and work specifically performed by the Respondent : |
Technical Detail Form
| RFP PR9169 - Microgrid Energy Storage System | |||
| Grid Forming Energy Storage System (ESS) Specification for Major Equipment | |||
| Technical Detail Form | |||
| Parameter | Units | OEM/Vendor Response | |
| 1 | System Manufacturer | - | |
| 2 | System Make/Model | - | |
| 3 | Battery Manufacturer | - | |
| 4 | EMS Vendor | - | |
| 5 | Inverter Manufacturer | - | |
| 6 | ATS Manufacturer (if applicable) | - | |
| 7 | ATS Communication Protocol(s) (if applicable) | - | |
| 8 | DC Rated nominal voltage | Vdc | |
| 9 | AC Rated nominal voltage | Vac | |
| 10 | Rated frequency | Hz | |
| 11 | Nominal Power | kW | |
| 12 | Nominal Reactive Power | kVAR | |
| 13 | Power Factor | - | |
| 14 | Round Trip Efficiency | % | |
| 15 | Discharge time (at full power) | Hours | |
| 16 | Charge Time (at full power) | Hours | |
| 17 | Peak Aux Power Load | kW | |
| 18 | Energy Capacity @ BOL | kWh | |
| 19 | Energy Capacity @ EOL | kWh | |
| 20 | Liquidated Damage for not achieving Power Output Guarantee | $/kWe | |
| 21 | Total Weight | Lbs | |
| 22 | Footprint Dimensions | L x W x H | |
| 23 | Life Expectancy | ||
| 24 | List routine maintenance |
requirements requiring replacement of components
Subcontractors
| RFP PR9169 - Microgrid Energy Storage System | ||||
| Subcontractors | ||||
| The bidder shall submit the following information on their proposal to allow for a complete technical analysis of the proposal. The required information below is basic and additional information may be requested by OUC. Unless otherwise stated, it is assumed that the bidder will meet all specification requirements as the data listed below does not relieve the bidder of their responsibility for meeting such requirements as referenced in the solicitation documents. | ||||
| TYPE OF WORK | SUBCONTRACTORS/SUPPLIERS NAME | Estimated Percentage of Contract | How many projects has your firm completed with this subcontractor for the type of work indicated? | How long has the Subcontracor been in business perfroming the type of services being indicated. |
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