RFP_PR9169__Microgrid_Energy_Storage_Solution_System_Final.pdf

RFP PR9169

For

Microgrid Energy Storage System

Issue Date: June 10, 2026

Pre-response Conference: None Scheduled At This Time

Pre-response Conference Date: N/A

Questions/Comments Due Date: June 17, 2026

Addendum Due Date: June 22, 2026

Proposal Due Date: July 7, 2026 by 2:00 PM EST

Bid Bond: Not Required Payment & Performance Bond: Not Required

Direct all inquiries to Buyer of Record:

Bhumika Nathoo

407-434-4008 bnathoo@ouc.com

Orlando Utilities Commission RFP PR9169 – Microgrid Energy Storage System

SCM-RFP-T-01 – Request for Proposal Template v5.0 – 5/22/25

Orlando Utilities Commission Orlando, Florida

RFP PR9169 for Microgrid Energy Storage System

Table of Contents 1 Introduction

1.1 Scope of Work Summary

1.2 Pre-Response Conference

1.3 Term of Contract

1.4 Minimum Bidder Qualifications

1.5 Price and Costs

1.6 Terms and Conditions

1.7 Contract Sample

1.8 Proposal Evaluation Criteria

2 Bidder Requirements and Qualifications

2.1 Detailed Scope, Requirements, & Drawings

2.2 Bidder Information & Required Bidder Qualifications

2.2.1 Bidder Information

2.2.2 Required Bidder Qualifications

3 Instructions to Bidders

3.1 Legal and Public Record Statement

3.2 Confidentiality Notice to Bidders

3.2.1 Exemptions

3.3 Acknowledgement

3.3.1 Statement of No Bid

3.4 General Information

3.4.1 Common Terms

3.4.2 Submittal

3.4.2.1 Alternate Proposals

3.4.3 Signatures

3.4.4 Withdrawal

3.5 Electronic Submittal of the Proposal

3.6 Compliance Forms

SCM-RFP-T-01 – Request for Proposal Template v5.0 – 5/22/25

3.6.1 Public Entity Crimes

3.6.2 Dispute Disclosure

3.7 RESERVED

3.8 Proposal Preparation Costs

3.9 Exceptions

3.10 Clarifications

3.11 Local Conditions

3.12 Opening

3.13 Solicitation Selection Schedule

3.14 Proposal Acceptance and Rejection

3.15 Proposal Evaluation Criteria

3.16 Cancelation

3.17 Freight (If Applicable)

3.18 Bid Bond (If Applicable)

3.19 Payment and Performance Bond (If Applicable)

3.20 Contract Execution

3.21 Award

3.22 Taxes, Permits, and Licenses

3.23 Error and Omissions

3.24 Proposal Submittal Format

3.24.1 OUC Policies and Procedures for Bidders

3.25 Signatures

4 Proposal Submittal Format & Checklist

5 Attachments

SCM-RFP-T-01 – Request for Proposal Template v5.0– 5/22/25

Re qu es t f or P ro po sa l (

RF

P)

Orlando Utilities Commission Orlando, Florida

RFP PR9169 for Microgrid Energy Storage System

Direct all inquiries to the Buyer of Record: Bhumika Nathoo

407-434-4008 bnathoo@ouc.com

Proposal Opening Location:

Orlando Utilities Commission Reliable Plaza 100 West Anderson Street Orlando, Florida 32801

1. Instructions are located in the Instruction to Bidders section of this document; or, may be provided during a Pre-Conference Meeting.

2. Electronic proposal submittals, described in the Electronic Submittal of the Proposal section of this document, will be accepted. Email or other means will not be accepted.

3. VendorLink help can be accessed by calling 407-222-1885, or by emailing support@evendorlink.com.

mailto:support@evendorlink.com

1 INTRODUCTION

The Orlando Utilities Commission (OUC) is an electric and water municipal utility serving Orlando, Florida and portions of surrounding Orange County. OUC also has an Inter-local agreement with the City of St.

Cloud, Florida for the management of its electric utility. Currently, OUC serves more than 380,000 customers. To obtain general information about OUC, access www.ouc.com.

1.1 SCOPE OF WORK SUMMARY

Orlando Utilities Commission is soliciting proposals from qualified suppliers to construct an Energy Storage System (ESS) capable of 250 kW of generation for a duration of 1-2 hours. It will be co-located with DC Fast Charging (DCFC) for electric vehicles (EV). The system must be able to export to the grid following a utility-centric signal, as well as operate a small microgrid during outages. During grid-connected periods, the system will be used for grid services such as peak shaving, solar smoothing, and Volt/VAR regulation. During outages, the system will be capable of grid forming to continue to support the DCFC systems.

Suppliers shall clearly indicate in their response if the proposed solution can meet the requirements listed in Attachment D. Non-compliance with requirements listed in Attachment D does not disqualify a supplier’s response. OUC will evaluate the best solution for its needs.

Refer to Section 2.1, Detailed Scope, Technical Requirements, & Drawings for more information.

1.2 PRE-RESPONSE CONFERENCE

N/A

1.3 TERM OF CONTRACT

The term of this contract shall commence upon the Supplier’s receipt and acknowledgment of the purchase order and shall remain in effect until the satisfactory completion of all contracted work including the term of all Supplier warranties.

1.4 MINIMUM BIDDER QUALIFICATIONS

Proposers must have a minimum of 5 years of experience in the discipline for which they are proposing.

Supplier shall complete Attachment E – Qualifications and Technical Requirements Fill in Form

1.5 PRICE AND COSTS

Prices documented in the submitted Proposal must remain firm throughout the contract period (including additional extensions, if applicable). Refer to Attachment B: Price Schedule.

1.6 TERMS AND CONDITIONS

Refer to Attachment C: OUC General Conditions for Goods and Services

Additionally, Suppliers must provide all applicable terms and conditions for OUC’s review (software, hardware, maintenance, warranties, support, service level agreement and professional services).

Selected Supplier shall also work with OUC’s IT Security Department and complete OUC IT Security Application.

http://www.ouc.com/

1.7 CONTRACT SAMPLE

Click here to view an OUC contract sample.

1.8 PROPOSAL EVALUATION CRITERIA

Refer to the Instructions to Bidders section of this document.

http://www.ouc.com/docs/procurement/proc_contract_agreement.pdf?sfvrsn=2

2 BIDDER REQUIREMENTS AND QUALIFICATIONS

2.1 DETAILED SCOPE, REQUIREMENTS, & DRAWINGS

Refer to Attachment A – Detailed Scope, Technical Requirements & Drawings.

Refer to Attachment D – Domestic Content and Foreign Entity of Concern (FOEC) Requirements.

Proposers shall review requirements to comply with for OUC’s submission for federal funding.

Proposers shall clearly indicate if their solution meets these requirements, with examples where previous customers successfully received federal funding related to the proposed hardware if applicable.

Refer to Attachment E - Qualifications and Technical Requirements Fill in Form.

2.2 BIDDER INFORMATION & REQUIRED BIDDER QUALIFICATIONS

2.2.1 Bidder Information

On company letterhead Bidder to provide a response cover page with the following information:

1. Firm Name

2. Name of Parent Company if applicable

3. Complete Business Address

4. State of Incorporation

5. Number of years in business

6. Name(s) and contact information of key personnel

7. Dun & Bradstreet number

8. Licenses obtained to conduct business with OUC

2.2.2 Required Bidder Qualifications

Refer to Section 1.4 Minimum Bidder Qualifications for more information.

1. List the number of projects (with similar scope and size) that the bidding organization has completed and are in progress.

2. Provide at least three (3) references with contact information related to completed projects with the similar scope and size project.

a. If deemed pertinent, OUC will request to do site visits to customers provided as references by selected Bidder or Bidder’s affiliates.

3. Provide a complete list of all the subcontractors that may be part of the project, with the following information:

a. Company name

b. Contact information

c. Number of years in business

d. Proof of the necessary licenses for the job (if applicable)

e. List of projects that they had participated with similar scope and size to this RFP

4. Should bidder be awarded the work in this RFP, please provide information on any Economic Development Opportunities that Bidder may bring, such as the creation of new jobs or purchasing or leasing of new building space, which could benefit the local Orlando Area or the State of Florida.

3 INSTRUCTIONS TO BIDDERS

3.1 LEGAL AND PUBLIC RECORD STATEMENT

As required by Florida’s Public Records Law, information provided to OUC in the course of business will be made available for public inspection and copying unless a specific statutory exemption applies.

3.2 CONFIDENTIALITY NOTICE TO BIDDERS

By submitting a proposal to OUC, each Bidder acknowledges and understands that OUC is a public agency subject to Chapter 119 Florida Statutes (“Public Records Law”). Any Proposal document the Bidder submits will become a public record when OUC provides notice of an intended decision or 30 days after opening the bids, proposals, or final replies, whichever is earlier. Trade Secrets, certain background financial information, and other items, may constitute exemptions to disclosure under the Public Records law.

3.2.1 Exemptions

If during the Proposal or Negotiation Phase a Bidder wishes to claim an exemption on any portion of its Proposal to OUC, the Bidder must identify the specific statutory exemption and do the following:

1. Submit a redacted version. Redact (black out) only those portions of the Proposal put forward for exemption.

2. Submit an un-redacted version of the same documents marked, “Confidential –Trade Secret/ Proprietary Information”. Both versions are to be submitted at the same time.

3.3 ACKNOWLEDGEMENT

1. From the issue date of this solicitation packet until a selection decision is made, no unauthorized contact related to this solicitation will be allowed between a Bidder, their employees or subcontractors and any OUC commissioner, officer, director, or staff, with the exception of the Buyer of Record. Any unauthorized contact will disqualify the Bidder from further consideration

2. The selected Bidder agrees to obtain, prior to award, Worker's Compensation, General Liability, Automotive, and other insurance requirements in accordance to the requirements in the terms and conditions specified in section 1.7.

3. All policies shall be subject to approval by OUC, and issued by companies authorized by the State of Florida’s Department of Insurance to conduct business in the State of Florida.

4. The selected Bidder agrees that it and its subcontractors have a Drug-Free Workplace Program that complies with Florida Statute §§ 287.087 and 440.101 et. seq., the Omnibus Employee Testing Act of 1991, 49 Code of Federal Regulation § 391 and 40 (operation of commercial motor vehicles).

a. In addition, all subcontractors must implement a controlled substance and alcohol testing policy for safety sensitive positions as defined by the Commission’s Alcohol and Controlled Substance Testing Policy for Safety Sensitive Positions.

5. The selected Bidder’s employees and its subcontractors’ employees are further prohibited from being under the influence or impairment of alcohol on OUC property or work sites or at any time or place while conducting business with or on behalf of OUC.

6. The selected Bidder shall submit only one proposal/bid in response to this solicitation packet, and shall have no financial interest in other entities submitting proposals/bid responses for the same solicitation packet.

7. Neither the selected Bidder, nor its affiliates, nor anyone associated with them shall have any potential conflict of interest due to any other clients, contracts, business relationships or property interests for this solicitation packet’s scope of work.

8. The selected Bidder shall disclose to OUC the name(s) of any OUC employee, contractor, or OUC Board Member who has a direct or indirect financial interest in the selected Bidder’s organization, or in the proposed transaction. A direct or indirect financial interest in the selected Bidder’s organization, or in the proposed transaction exists if the OUC employee, contractor, or Board Member:

a. Presently, or in the preceding twelve (12) months, has an ownership interest in the selected Bidder’s organization (other than as owner of less than 1% of the stock of a publicly traded corporation).

b. Works for, is a partner, officer, director, trustee, or consultant to the selected Bidder.

c. Has received grant, travel, honoraria, or other similar support from the selected Bidder

d. Has a right to receive royalties from the selected Bidder.

9. No member of the selected Bidder’s ownership, management, or staff shall have a vested interest in any aspect of OUC, nor any business or other relationship with any of OUC’s employees, officers, directors, or Board Members that creates a conflict of interest or the appearance of a conflict of interest.

10. No member of the selected Bidder’s ownership or management is presently applying for an employee position or actively seeking an appointment within OUC.

11. The selected Bidder, or authorized signatory, shall provide written notice to OUC in the event that a conflict of interest is identified at any time.

3.3.1 Statement of No Bid

The OUC Procurement Department is committed to continuously improving its processes to receive maximum participation from the industry/market. OUC is requesting that organizations, who do not wish to bid on this RFP, send the Buyer of Record an email briefly explaining their “no bid” decision. This response will help to improve the solicitation process and any future communications.

3.4 GENERAL INFORMATION

Bidders shall prepare Proposals in accordance with the requirements of these Instructions to Bidders. Not preparing a Proposal, in accordance with such instructions, implies that the Bidder does not intend to comply with all of the proposed contract conditions. Such proposals will be considered irregular and may be rejected.

OUC will receive Proposals through the VendorLink system for goods, equipment, materials, and related services set forth in the included specifications and documents.

http://www.myvendorlink.com/

3.4.1 Common Terms

OUC and Bidders (the parties) agree that the following phrases each shall have the meaning provided here and may be used interchangeably:

1. “Bidder(s)”, “Supplier(s)”, and “Proposer(s)” shall mean the organization, party, person, firm, company, corporation, partnership, joint venture, or other type of entity responding to this solicitation.

2. “Solicitation” shall mean , “Request for Proposal(s)”, “RFP”, “Request for Quote”, “RFQ”, “Invitation to Bid”, “ITB”, “Solicitation Package” or, “Solicitation Packet”, to which the Bidder is responding.

3. “Bid(s)”, “Proposal(s)”, or “Quote(s)” shall mean the documents formally submitted to OUC by each of the Bidders responding to this solicitation packet.

3.4.2 Submittal

Bidders shall submit Proposals in accordance with the instructions and schedule included in the solicitation containing these specifications and documents. Refer to Section 4: Proposal Submittal Format & Checklist and submit Proposal with all applicable content.

3.4.2.1 Alternate Proposals

If the Bidder submits an alternate proposal, they shall identify clearly the proposal as an “Alternate Proposal”. OUC may consider alternate proposals a blanket exception to the solicitation and reject the Proposal.

3.4.3 Signatures

An authorized representative of each Bidder shall:

1. Sign or e-sign the Proposal, give their full name and title, and provide the Bidder’s business name and address.

2. Enter the organization’s exact legal name on the Proposal.

3. Sign or e-sign compliance forms, if applicable.

3.4.4 Withdrawal

Bidders may withdraw, alter, and resubmit their Proposals through VendorLink at any time prior to the Proposal due date and time. Proposals may not be withdrawn, altered, or resubmitted after the Proposal due date and time. OUC may request clarifications and additional information after proposal submission.

3.5 ELECTRONIC SUBMITTAL OF THE PROPOSAL

To ensure correct Proposal formatting, Bidders shall:

1. Submit Proposals electronically through VendorLink.

2. Upload files only in MS Word (.doc or .docx), Excel (.xls or .xlsx), and PowerPoint (.ppt or .pptx); Adobe Portable Document Format (.pdf); Compressed File (ZIP) formats.

3. Enable printing on files submitted.

4. Clearly identify the RFP Number, Name, Submission Date, and Bidder Name on the Response Cover Page on Bidder’s letterhead.

5. Separate and identify each part of the submission (i.e. document type, form type, content type) with a divider/separation page.

6. Contact VendorLink technical support at support@evendorlink.com, if technical difficulties arise during proposal submission.

7. Follow all instructions outlined in this RFP and provide all requested information.

OUC may ask the selected Bidder to supply one hard copy set with original, written signatures and original compliance forms, prior to the contract execution. Do not submit following both methods unless otherwise instructed.

3.6 COMPLIANCE FORMS

3.6.1 Public Entity Crimes

Each Bidder shall submit copies of an executed and notarized Sworn Statement under Section

287.133 (3)(a) and 287.135, Florida Statutes, on Public Entity Crimes and Scrutinized Companies.

3.6.2 Dispute Disclosure

Each Bidder shall submit copies of an executed Dispute Disclosure form.

3.7 RESERVED

3.8 PROPOSAL PREPARATION COSTS

OUC shall provide, without charge, one set of the specifications and documents to prospective Bidders for preparation of proposals. Addenda documents will be issued only to prospective Bidders registered in VendorLink.

This solicitation does not commit OUC to pay any costs incurred in the preparation and submission of the Proposal or to pay any other costs incurred prior to award.

3.9 EXCEPTIONS

OUC is seeking proposals that meet all technical and commercial requirements as outlined in this solicitation. If a Bidder takes exception to any solicitation requirement or condition, the exception must be specifically stated on the Exception Form provided within the solicitation document. OUC shall consider only those exceptions written on the form at the time the Proposal is submitted. The Bidder acknowledges that any exception taken to the solicitation criteria (including submitting an alternate proposal) may result in OUC determining the Proposal to be nonresponsive.

3.10 CLARIFICATIONS

If a prospective Bidder has doubt as to the true meaning of any part of the solicitation, they may submit a written request for clarification through email to the Buyer of Record; verbal requests will not be accepted. The Bidder must reference the Solicitation Package page number and section heading on any clarification requests

Failure of the Bidder to request information or make inquiries will not relieve them of any responsibility to perform under the terms of any contract awarded for the work in accordance with subsequent clarifications.

OUC shall issue an addendum to all Bidders, via VendorLink, once an inquiry is clarified and/or answered. Verbal responses will not be provided and are not binding on OUC.

mailto:support@evendorlink.com https://www.ouc.com/wp-content/uploads/2025/08/2025_08-Procurement-Public-Entitiy-Crimes-Form.pdf https://www.ouc.com/wp-content/uploads/2025/08/2025_08-Procurement-Public-Entitiy-Crimes-Form.pdf https://www.ouc.com/wp-content/uploads/2025/08/2025_08-ProcurementDispute-Disclosure-Form.pdf http://www.myvendorlink.com/ https://www.ouc.com/wp-content/uploads/2025/11/2025_11-Exceptions-for-Solicitation.pdf

3.11 LOCAL CONDITIONS

Each Bidder shall have thorough knowledge of conditions, factors, and scope of work, which would affect the execution and completion of the requested work. If required, site visits will be held the day of the Pre-Response Conference unless otherwise arranged.

Bidders shall investigate properly and consider all such factors in the preparation of every Proposal submitted. OUC shall not permit claims for financial adjustment based on the lack of prior information or its effect on the cost of the work.

3.12 OPENING

OUC shall open Proposals on the RFP Due Date at 2:30 p.m. EST at 100 West Anderson Street, Orlando, Florida. If required, at a public opening, OUC shall read only the Bidder name and if they have provided all the required information. OUC shall not share any other information at this time, with the exception of solicitations for construction or repairs on public works projects in which the price is submitted. Proposals not meeting the requirements may be rejected.

All questions concerning this solicitation must reference the document page number, and section heading. OUC shall answer questions and post them to VendorLink as an addenda to the solicitation.

3.13 SOLICITATION SELECTION SCHEDULE

OUC shall adhere to the stated schedule during the solicitation process, unless a change notice is issued to the Bidders via a written addendum. OUC reserves the right to postpone the date and time announced for the opening of proposals at any time.

OUC expects Proposals to address all of the information requested in the solicitation and subsequent clarifications, and to reflect the capabilities of the Bidder.

Bidders shall submit any supplemental information, and list any variations on the Exceptions form, in accordance with Section 4, Proposal Submittal Format & Checklist.

3.14 PROPOSAL ACCEPTANCE AND REJECTION

OUC reserves the right to accept the Proposal which, in its judgment, is the most responsive and responsible Proposal and to reject any and all proposals; as well as waive irregularities and formalities in any proposal that is submitted.

Without limiting the generality of the foregoing, OUC may reject any proposals which are incomplete or irregular; Proposals which omit any one or more items for which the solicitation requires, any Proposals which omit unit prices if unit prices are required, any Proposals from Bidders who have previously failed to satisfactorily complete contractual obligations.

1. The following shall cause an automatic rejection of the proposal:

a. Proposals delivered/submitted after the 2:00 p.m. due date

b. Failure to submit a Bid Bond (if required)

c. Failure to attend a mandatory Pre-Response Conference and/or any mandatory presentation (if required)

d. Failure to submit a signed Payment and Performance Bond Compliance Form when (a) a Payment and Performance Bond is required or (b) alternate payment and performance security permissible under Section 255.05, Florida Statutes is required https://www.ouc.com/wp-content/uploads/2025/11/2025_11-FL-Statutes-on-Payment-and-Performance-Bond.pdf

2. The following items may cause a rejection of the proposal:

a. Failure to submit copies of any of the signed & notarized (where required) forms:

i. Statement on Public Entity Crimes form

ii. Dispute Disclosure

3.15 PROPOSAL EVALUATION CRITERIA

OUC shall evaluate the Proposals based on the information provided by each of the Bidders. OUC’s review may include, but may not be limited to the following categories:

1. Qualifications and Experience, including past performance for OUC

2. Responsiveness to Requirements

3. Safety and Quality Programs

4. Financial Soundness of Organization

5. Price

OUC reserves the right to negotiate with Bidders who submitted responsive and responsible Proposals in the best interest of the OUC Commission. This negotiation process may occur prior to OUC Commission approval. Each Bidder acknowledges that OUC shall evaluate all Proposals and may initiate clarification discussions or seek additional information from all or some of the Bidders to fully understand any unclear elements of their proposals. Following clarification, OUC may initiate negotiations with the Bidder considered to be the most responsive and responsible. If no agreement is reached with the highest ranked Bidder, OUC may reject all Proposals or continue negotiations with each subsequently ranked Bidder until an acceptable deal is reached. A final contract award may be contingent upon OUC Commission and legal approval.

OUC reserves the right to consider historic information and facts, whether gained from the Bidder’s Proposal, question and answer conferences, references, and/or other sources during the evaluation process. OUC may conduct such investigations to assist with the evaluation of any Proposal. The investigation also serves to establish the Bidders’, subcontractors’, and other related entities’ responsibility, qualifications, and financial ability to fulfill the Proposal requirements to the Commission’s satisfaction, within the prescribed time.

The Bidder solely is responsible to submit information related to the evaluation categories. OUC is under no obligation to solicit such information. Failure of the Bidder to submit information may cause an adverse impact on the Proposal’s evaluation.

3.16 CANCELATION

Prior to the final execution of a Contract or full Notice to Proceed, OUC reserves the right to rescind said award without prior notice to Bidders. In addition, OUC may reject all Proposals, reissue the solicitation packet, or re-award the contract.

3.17 FREIGHT (IF APPLICABLE)

The selected Bidder shall coordinate with OUC’s freight contractor for shipping unless OUC determines that the selected Bidder can obtain freight/shipping rates or methods that are more advantageous to OUC. The selected Bidder shall submit an alternate shipping proposal based on delivery to OUC’s Free On Board (FOB) carrier at the designated OUC facility or location. The alternate proposal must include the:

https://www.ouc.com/wp-content/uploads/2025/08/2025_08-Procurement-Public-Entitiy-Crimes-Form.pdf https://www.ouc.com/wp-content/uploads/2025/08/2025_08-ProcurementDispute-Disclosure-Form.pdf

1. Carrier name

2. Insurance coverage

3. Firm price freight quote

The Bidder must include any alternate proposal in the bid response to this solicitation. OUC may accept or reject the proposed alternate shipping arrangement.

OUC’s freight/shipping supplier and contact information is:

Nexterus

1-888-867-5952 (Monday – Friday, 8:00 a.m. – 7:00 p.m. EST) dcs@nexterus.com

3.18 BID BOND (IF APPLICABLE)

Bidder may be required to submit a certified check or cashier’s check drawn on an acceptable bank, or an acceptable Bidder’s bond executed by the Bidder and a surety company authorized to do business in the State of Florida. The value of the bid bond shall be five percent (5%) of the proposal price schedule. When submitting a Proposal through VendorLink, the Bidder shall provide a copy of the check and express mail the original check to the delivery location provided on the first page of the Solicitation Packet Form.

The bid bond guarantee shall be made payable without condition to OUC. The amount of the check or bond may be retained by and forfeited to OUC as liquidated damages if the Proposal results in a contract award and the Bidder fails to honor the accepted terms.

OUC shall return the selected Bidder’s bid bond when that Bidder executes the contract and files a satisfactory payment and/or performance bond, if required. OUC may retain the bid bond of the second highest ranked Bidder for a period not to exceed thirty (30) days, pending the execution of the contract by the selected Bidder. OUC shall return the bid bond of each unsuccessful Bidder upon request, after the contract is awarded or when the Proposal is rejected.

3.19 PAYMENT AND PERFORMANCE BOND (IF APPLICABLE)

The selected Bidder may be required to furnish a Payment and Performance Bond to OUC per Florida Statutes; Section 255.05 equal to 100 percent of the contract price. The cost of such bonds shall be stated as a separate line item in the Proposal.

A surety company, authorized to do business in the State of Florida and acceptable to OUC, shall sign the bond. The Performance Bond and Payment Bond shall be dated with the actual execution date. With these bonds, the responsible party shall file certified copies of the power of attorney of such attorney-in-fact signing the bond on behalf of the surety, and such certificates shall be certified to show that such power of attorney was in effect to and including the date of the actual execution of the bonds. Any bonds submitted by a surety or its agent shall be conclusively presumed to have been authorized by and binding upon the surety company irrespective of the date shown on the power of attorney.

If bonds are required, they shall remain in full force and effect until satisfactory completion of any specified performance guarantee tests, or satisfactory completion of all other contractual requirements, whichever shall occur last. Upon recording of the performance and payment bond (if applicable) Bidder shall provide OUC three (3) copies.

https://www.ouc.com/wp-content/uploads/2025/11/2025_11-FL-Statutes-on-Payment-and-Performance-Bond.pdf

OUC shall furnish a copy of the selected Bidder’s bond to any lienor demanding that bond under the provisions of Florida Statute 713.23.

3.20 CONTRACT EXECUTION

The selected Bidder shall execute the necessary contractual forms, and return the executed forms within ten (10) business days of receipt of forms for execution.

3.21 AWARD

OUC reserves the right to award a single or multiple contracts for all proposal items, or to award separate contracts for single proposal items or any combination of such items; or to make no contract award.

OUC shall be the sole judge of its own best interests, the proposals, and the resulting contract. An award may be made to the most responsive and responsible organization whose proposal is determined to be the most advantageous to OUC. The Commission’s decision shall be final and OUC’s rights include the ability to:

1. Reject any or all proposals or parts thereof

2. Issue subsequent solicitations

3. Cancel the entire solicitation

4. Remedy technical errors on the solicitation

5. Negotiate with any, all or none of the Bidders

6. Award a contract to one or more Bidders or none at all

7. Accept other than the lowest price

8. Waive informalities and irregularities in proposals

3.22 TAXES, PERMITS, AND LICENSES

The Bidder's attention is directed to the General Terms and Conditions and the Florida Statutes regarding taxes, permits, and licenses. It shall be the Bidder's responsibility to determine the applicable taxes, permits, and licenses. If the Bidder has doubt as to whether or not a tax, permit, or license is applicable, they shall state in their proposal whether this item has been included in their proposal price and the amount of the applicable tax, permit, or license in question.

3.23 ERROR AND OMISSIONS

Bidders or their authorized representatives are expected to be fully informed as to the conditions, requirements and specifications before submitting proposals; failure to do so will be at the Bidder’s own risk. Neither law nor regulations make allowance for errors either of omission or commission on the part of Bidders. In case of error of extension of prices in the proposal, the unit price shall govern.

3.24 PROPOSAL SUBMITTAL FORMAT

Bidders shall complete all required forms, and include them in the proposal submittal package with any other required information. Refer to Section 4, Proposal Submittal Format & Checklist for more information.

3.24.1 OUC Policies and Procedures for Bidders

The Bidder shall read and comply with OUC’s policies and procedures before submitting this Proposal:

1. Contractor Security Policy

2. Bid Protest Guidance

3. Generic Contractor Orientation

4. Drug and Alcohol-Free Workplace and Testing Policy

5. OUC Travel and Expense Guidelines

6. All policies – OUC Procurement Services Department website

These policies and any supplemental policies provided at contractor orientation are hereby fully incorporated into this contract by reference and to the extent applicable to the supplier in the performance of their work. Supplier and its subcontractors, suppliers, agents, and employees shall fully comply with all such policies as amended from time to time.

3.25 SIGNATURES

By submitting this proposal with the authorized electronic signature, the Bidder hereby declares that, in all respects for and in good faith, without collusion or fraud:

1. Only the individuals or organizations interested in this proposal/bid response as principal or principals are named in this Proposal.

2. No other individuals or organizations than mentioned in this Proposal have any interest in this Proposal/Bid Response or in the subsequent contract.

3. This Proposal/Bid Response is made without connection with any other person, company, or parties likewise submitting a Proposal/Bid Response.

Bidders shall prepare Proposals in accordance with the Instructions to Bidder’s document. Failure to submit the necessary forms may cause a rejection of the proposal. The Bidder hereby agrees to provide the services and/or items specified in the solicitation packet at the prices quoted pursuant to the requirements of this document.

https://www.ouc.com/wp-content/uploads/2024/12/Procurement_procure_contractor_sec_pol.pdf https://www.ouc.com/wp-content/uploads/2024/12/Procurement_bid_protest.pdf https://www.ouc.com/wp-content/uploads/2024/12/Procurement_procure_contractor_orientation_stanton.pdf https://www.ouc.com/wp-content/uploads/2024/12/Procurement_proc_alc_cont_subs_testing_pol.pdf https://www.ouc.com/wp-content/uploads/2024/12/Procurement_supplier_business_expense_guidelines.pdf https://www.ouc.com/doing-business-with-ouc/

SCM-RFP-T-01 – Request for Proposal Template v4.2– 10/21/19

4 PROPOSAL SUBMITTAL FORMAT & CHECKLIST

A checkmark (✓) on the items below indicates these are applicable items and the terms and conditions stated in earlier sections are applicable. Bidders shall complete all the forms checked (✓) below, and include them in the proposal submittal package in order with any other information.

Provide a written signature on all original forms and, when required, a notary stamp. Scan & upload these forms with the Proposal.

Technical Response File (checked if applicable)

Tab 1 – Cover Page

Proposal Cover Page on Bidders Letterhead

Bidder Information as listed in Section 2.2.1

Tab 2 – Bidder Background and Qualifications

References and Qualifications as listed in Section 2.2

Tab 3 – Response to Requirements

Response to all Requirements as listed in Section 2 and any applicable Attachments

Tab 4 – Compliance Forms

Submit at time of proposal

☐ Exceptions

☐ Sworn Statement on Public Entity Crimes and Scrutinized Companies Under Florida Statutes, Section 287.133 (3) (a) and 287.135

☐ Dispute Disclosure

☐ Bid Bond as described in Section 3.18 (If Applicable)

☐ Addenda (If Applicable)

Provided at time of award

☐ Copy of Company’s Business License

☐ Copy of Insurance Certificate

☐ W-9 Form

☐ Payment & Performance Bond as described in Section 3.18 (If Applicable) https://www.ouc.com/wp-content/uploads/2025/11/2025_11-Exceptions-for-Solicitation.pdf https://www.ouc.com/wp-content/uploads/2025/08/2025_08-Procurement-Public-Entitiy-Crimes-Form.pdf https://www.ouc.com/wp-content/uploads/2025/08/2025_08-Procurement-Public-Entitiy-Crimes-Form.pdf https://www.ouc.com/wp-content/uploads/2025/08/2025_08-ProcurementDispute-Disclosure-Form.pdf https://www.ouc.com/wp-content/uploads/2025/11/Addendum.pdf https://www.ouc.com/wp-content/uploads/2025/11/w9.pdf https://www.ouc.com/wp-content/uploads/2025/11/2025_11-FL-Statutes-on-Payment-and-Performance-Bond.pdf

SCM-RFP-T-01 – Request for Proposal Template v5.0 - 5/22/25

5 ATTACHMENTS

Attachment A: Detailed Scope of Work & Technical Requirements & Drawings

Attachment B: Price Schedule

Attachment C: OUC General Conditions for Goods and Services

Attachment D: Domestic Content and Foreign Entity of Concern (FOEC) Requirements

Attachment E: Qualifications and Technical Requirements Fill in Form

DETAILED SCOPE, TECHNICAL REQUIREMENTS &

DRAWINGS

Table of Contents

1.0 Project Site and Design Conditions

2.0 Project Use Case Requirements

3.0 Site Work

4.0 Electrical

5.0 Major Equipment Requirements

6.0 Submittals

7.0 Testing & Maintenance

Glossary of Terms

AC – Alternating Current

ESS –Energy Storage System

BMS – Battery Management System

BOL – Beginning of Life

DC – Direct Current

DCFC – DC Fast Charger

EMS – Energy Management System

EOL – End of Life

EV – Electric Vehicle(s)

NPDES – National Pollutant Discharge Elimination System

PCS – Power Conversion System

PMT – Pad Mount Transformers

POI – Point of Interconnection

PPE – Personal Protective Equipment

PV – Photovoltaic (Solar)

RTE – Round Trip Efficiency

SCADA – Supervisory Control and Data Acquisition

SOC – State of Charge

UPS – Uninterruptable Power Supply

VA – Volt-ampere/Apparent Power

VAR – Volt-ampere Reactive/Reactive Power

W – Watt/Real Power

Wh – Watt-hour/Energy

1.0 Project Site and Design Conditions

1.1 Site Location/Interconnection

REQUIREMENT DESCRIPTION

A Project Owner / Project Name Orlando Utilities Commission (OUC) / EV Microgrid

B Project Location Latitude: 28.546186, -81.380980 C Site Condition Outdoors, uncovered D Point of Interconnection (POI) Secondary Terminations of the Owner provided Pad Mount

Transformers (PMT)

E ESS Metering Location Owner provided

1.2 Minimum Project Sizing Inputs

REQUIREMENT DESCRIPTION

A Project Life 10 Years

B ESS Capacity 250kWAC Net @ 0.95 PF @ POI

C ESS Energy 250-500 kWhAC (Net @ POI)

D Voltage @ POI 480VAC/3phase, nominal

E ESS Application and Cycle Total Annual Cycles: 365 Cycles.

Grid-Connected applications include:

• PV smoothing: 8-10 hrs/day, not to exceed 0.5 cycles/day

• Peak shaving: 4 hrs/day, not to exceed 0.5 cycles/day

• Volt/VAR: 6 hrs/day, not to exceed 0.5 cycles/day

Microgrid operations

• DCFC events. Max load = 240kW.

• Duration is not expected to exceed 2 days/year

Multiple applications may be operated during a given day, but the battery will not be operated for more than 1 equivalent cycle per day.

F Future Augmentation None

G Round Trip Efficiency Expected BOL RTE: >89% (not including aux)

H Aux Losses System auxiliary loads will be served via aux power supply derived on the project side of the main meter. Thus, metered ESS output will net of auxiliary losses. ESS capacity described in 1.2.B and 1.2.C will be net of aux losses.

1.3 Project Site Data

REQUIREMENT DESCRIPTION

A Nearest ASHRAE weather data location Orlando/Jetport, FL

B Extreme Temperature (10-yr Min/Max) 25.3°F (-3.7°C)/ 98.4°F (36.9°C)

C Design Heating DB (99%) / Cooling DB (1%) 42.3°F (5.7°C)/ 92.5°F (33.6°C)

D Relative Humidity Range Up to 100%

E Annual Average Humidity 70%

F Maximum Daily Annual Average Rainfall 4.38 Inches

G 25 year – 24-hour Design Storm 7.53 inches

H Design Wind Speed Risk Category II, 136 MPH

2.0 Project Use Case Requirements

2.1 Use Case Requirements

REQUIREMENT DESCRIPTION

A Active Power Mode: Charge / Discharge

Mode for Congestion or Peak Shaving The ESS is set to a percentage of maximum charge or discharge rate at the POI. Scheduled or direct dispatch by utility SCADA via Modbus.

B Active Power Mode: PV Smoothing Mode The ESS charges or discharges in an inverse relation to the instantaneous PV generation of an identified PV array.

Direct dispatch by utility SCADA via Modbus.

C Active Power Mode: Grid Forming Operation

The local inverter and ATS shall recognize when grid power fails, isolating connection to the PMT and forming a microgrid. The system shall operate local auxiliary loads and one DCFC to provide reliable, off-grid EV charging.

D Reactive Power Mode: Fixed Power Factor The ESS is set to a specified power factor. The minimum requirement would be +/- 0.95 power factor relative to maximum kW output. The system should be capable of providing any kW/kVAR output along the full P-Q circle.

The system should be able to provide or absorb these VARs independent of whether it is charging, discharging or idle. Only when disconnected for maintenance would it be exempt.

E Reactive Power Mode: Volt-VAR Control Mode

The ESS responds to changes in voltage at the POI and supplies or absorbs VARs to maintain voltage at setpoint.

3.0 Site Work

3.1 General

A. Owner will provide a concrete pad suitable for the specified system dimensions and weight in accordance with the Florida State Building Code.

B. Owner will provide a site of sufficient size to accommodate Contractor-designed ESS equipment and layout. The site will be graded by Owner according to the site permit grading and drainage plan.

3.2 Codes and Standards

A. State Building Code Requirements – Florida Building Code, 8th Edition (2023)

B. Local Building Code Requirements – Orlando Municipal Code

C. Geotechnical Testing Standards – American Society for Testing and Materials (ASTM)

D. Chain Link Fence Manufacturers Institute (CLFMI)

E. Road Design and Traffic Load Criteria – American Associate of Traffic and Highway Officials (AASHTO)

F. Aggregate Base Course and Surfacing Materials – Florida Department of Transportation (FDOT) Standard Specifications for Road and Bridge Construction

G. Occupational Safety and Health Act (OSHA)

3.3 Fencing (by Owner)

A. The permanent security fence shall have an overall height of approximately 8 feet including 3 strands of barbed wire mounted on 45-degree extension arms at top extending outward.

3.4 Dewatering

A. Owner shall provide temporary dewatering if required for any work requiring excavation below the groundwater table.

3.5 Grading and Drainage (by Owner)

A. Owner will provide graded site to contractor in accordance with detailed design (to be completed later).

3.6 Heavy Loads

A. Contractor shall provide requirements for unloading, craning, and stationing any necessary equipment. Owner will coordinate with crane contractor and provide said contractor requirements.

4.0 Electrical

4.1 General

A. The design and specification of work shall be in accordance with applicable laws and regulations of the governing bodies, local utility requirements for interconnection, and applicable local codes and ordinances.

B. Contractor to state ingress protection (IP) ratings for equipment provided.

4.2 Codes and Standards

A. American National Standards institute (ANSI)

B. American Society for Testing and Materials (ASTM)

C. Institute of Electrical and Electronic Engineers (IEEE)

D. National Electrical Manufacturers Association (NEMA)

E. Internation Electrotechnical Commission (IEC) Ingress Protection Code (IP rating)

F. National Fire Protection Association (NFPA)

G. State and Local Fire Codes

H. National Electrical Safety Code (NESC)

I. National Electrical Code (NEC)

J. Occupational Safety and Health Act (OSHA)

K. Underwriters Laboratories, Inc. (UL)

L. Institute of Electrical and Electronics Engineers (IEEE)

M. SunSpec Modbus

N. Other recognized standards shall be utilized as required to serve as design, fabrication, and construction guidelines when not in conflict with the above listed standards.

O. The codes and industry standards used for design, fabrication, and construction shall be the codes and industry standards in effect at the date of this Contract.

4.3 DC Cable Requirements

A. Cable insulation shall be rated 2kV.

4.4 Secondary Cable Requirements

A. Secondary power cable shall supply power to loads at voltage levels of 480 volts AC.

B. Power cable shall have Class B stranded copper conductor. Cable shall meet ICEA S-95- 658 and shall meet the flame test requirements of UL VW-1 (8 AWG and smaller) and IEEE 383 (6 AWG and larger).

4.5 Surge Protection

A. Contractor shall supply all necessary surge protection as required to prevent damage to equipment on any low voltage, DC, or communication systems.

4.6 Lightning

A. The requirement for lightning protection shall be evaluated by Contractor based on a risk-based assessment such as that provided in NFPA 780 Annex L. If required, lightning protection shall be designed and installed in accordance with NFPA 780.

B. Lightning protection equipment shall conform to the requirements of Underwriters Laboratories Standards 96.

4.7 Physical Interconnection

A. Contractor will provide any aux transformers required for the system’s operation.

B. Owner is responsible for connection to the Secondary bus.

C. The point of interconnection for the communications will be specified by the owner during detailed design (E.g., riser pole, or conduit stub out from substation).

4.8 Electrical Protection Coordination

A. Owner will provide fuse overcurrent protection at the riser pole. Contractor shall coordinate inverter and other protection, as applicable, during detailed design.

4.9 Metering

A. Owner will provide metering on the secondary side of the PMT.

B. Owner will have real-time access to PCS data including but not limited to AC output voltage, current, kW, kVA, and kVAR. Data will be made available local Modbus/serial connection.

C. Contractor shall provide available points list for real time access and control by Owner.

D. Owner will provide a main meter as required for control/SCADA. If needed, meter data will be made available to Contractor provided local EMS.

4.10 Aux Power Supply

A. Contractor will include all auxiliary power supply to enable functionality of the ESS including all HVAC, lighting, protection, communication and control equipment loads.

B. The Secondary system capacity shall be primarily determined by Contractor’s HVAC design and all aux power loads.

C. Contractor to submit aux power estimates (peak and nominal) for proposed system.

4.11 Uninterruptible Power Supply (UPS)

A. Contractor shall provide UPS per battery manufacturer requirements for BMS to communicate and operate during an outage.

4.12 Arc Flash Mitigation

A. Contractor shall perform an Arc Flash hazard analysis in accordance with IEEE 1584.

B. Contractor shall provide the minimum PPE level required for maintenance.

C. All electrical equipment shall be labeled in accordance with NFPA 70E. At a minimum, the following information shall be shown on equipment labels:

1. Nominal system voltage

2. Arc Flash Boundary

3. Working distance

4. Available incident energy at working distance

5.0 Major Equipment Requirements

5.1 Batteries

A. Battery cell/module design shall be of proven technology and shall have been installed in similar applications for a minimum of one year. It is expected that battery cells/modules are sourced from recognized “Tier 1” manufacturers.

B. Batteries shall be at minimum certified UL1642, UL 1973, UL9540A Test Method, and UL9540 for factory integrated system.

5.1 Battery Racks

A. Battery racks shall be factory pre-assembled. Rack dimensions shall be manufacturer’s standard.

B. Each rack section shall include a load-break disconnecting means to allow isolation of the rack’s modules from the DC bus by the Battery Management System.

C. Rack anchor design shall be suitable for install and site seismic conditions.

D. Rack design shall include provisions to protect personnel from inadvertent contact with exposed energized parts, such as ventilated doors or insulated covers over live parts.

5.2 Battery Management System

A. The Battery Management System (BMS) shall be the battery OEM’s standard product, providing the following functions at a minimum:

1. Measurement of Battery operating parameters

2. Measurement of sample battery cell voltages

3. Measurement of sample battery cell temperatures

4. Measurement of battery string current

5. Measurement of battery string voltage

6. Calculation of battery string State of Charge (SOC)

7. Calculation of battery string State of Health (SOH).

8. Cell Balancing

9. Battery Protection from the following:

• Cell under voltage

• Cell over temperature

• Cell under temperature

• Cell over current

10. Pre-charge protection

B. Contractor shall monitor all data points required for root cause analysis and warranty claim disposition.

C. Data points shall also be transmitted to Owner-provided local datalogger for long term data storage.

5.3 Battery Containers

A. The container(s) will consist of a self-contained, outdoor rated system including:

1. Indoor DC wiring/ cable/ duct/raceway

2. Interim DC protection and combiner panels.

3. All entrances for conduit, cable or raceway.

4. All required ground connection provisions.

5. All auxiliary power, container alarms, security, etc.

6. Integrated fire protection

7. Integrated HVAC equipment

B. Container walls and roof may be pre-cast concrete, steel, or hybrid construction.

Container structural base may be pre-cast concrete or structural steel system with steel decking.

C. All materials shall be non-flammable. Container rating shall satisfy minimum IP54 and be compliant with applicable building code.

D. The layout of equipment in containerized systems shall be such that personnel cannot occupy the enclosure. Door opening width shall be as required to provide access to battery racks for module installation and removal. Doors shall be lockable and keyed alike.

E. Grounding and wiring shall be per NEC standards. Protection shall include a DC breaker for energy storage bus, AC breaker for auxiliary loads, fuse or other current-limiting device on the energy storage bus.

F. Factory assembled DC panels shall be complete with 2000 VDC disconnect, finger safe fuse holders, main lockable switch, bussing, surge suppressor, labeling and signage.

G. A physical Emergency Stop (E-Stop) button is required to be installed at each container.

The E-Stop button shall have the ability to open contactors/breakers to the inverter and batteries isolation the DC and AC potential.

H. In lieu of larger 20 or 40 ft shipping container type enclosures other configurations including grouping of individual outdoor racks, cubes, etc. may be considered so far as they comply with NFPA 855.

5.4 Fire Protection & Suppression

A. Contractor shall provide fire protection to meet all applicable codes including but not limited to NFPA 855 “Standard for the Installation of Stationary Energy Storage Systems” including all Technical Interim Amendments in effect and the latest approved revision of the applicable local fire protection codes.

B. Contractor to provide Hazard Mitigation Analysis per NFPA 855 for the proposed site.

C. Contractor shall perform deflagration studies to calculate the explosion and fireball radius of the designed ESS in compliance with NFPA 68 and/or 69.

D. The ESS will be located less than 100’ from a new development area and is understood to be a “location near exposures” per NFPA.

E. Fire detection and annunciation is required in compliance with NFPA 72. Alarms shall clearly annunciate location of detected condition within building or by individual container.

F. Contractor’s bid may include a clean agent or aerosol fire protection system in addition to any water-based suppression system.

G. Contractor shall provide early gas detection system capable of detecting single cell or module…