Viridity-Due Diligence Posting Final~1.docx

Massachusetts Bay Transportation Authority Due Diligence Posting Notice of Intent to Accept Best Value Offer

Massachusetts Bay Transportation Authority “MBTA” Due Diligence Posting

MBTA Project Development & ISO Operations Partner for Regenerative Braking Capture (Battery-based) Energy Storage Systems & Transit Pilot Development Date Published: Monday, 05/16/2017

Responses Due: Monday, 05/31/2017 at 12:00PM Eastern Time

Introduction The Massachusetts Bay Transportation Authority (MBTA) announces its intent to Accept a Best Value Offer pursuant to the Commonwealth’s Due Diligence Posting policy, to contract for the following with Viridity Energy Solutions Inc. (“Viridity”) pending the results of this Notice of Intent (“Notice”).

Description The MBTA is seeking a project development & ISO operations partner to assist in developing power management and energy storage solutions for transit regenerative braking capture. These solutions are intended for a pilot demonstration with the MBTA in its role as transit agency test bed. The partner must provide project development capabilities demonstrating a transit-industry tested and patented lithium-ion battery-based storage solution and enabling software, intended to recover released train braking energy, to reduce peak utility demand, and to enable revenue generating participation in ISO markets. The MBTA proposes a 3-year phased contract, which encompasses an initial 12-month rollout pilot with the awarded vendor, followed by two years of technical project management and ISO market operations, with a total cost of 0.00.

Proposed Pricing The proposed contract is for three (3) years for up to the following amounts:

Project resourcing will be determined on an annual basis per the MBTA Project Manager’s needs.

Key Scope Areas

1. Economic analysis

2. Patented system design & procurement

3. Testing facility configuration & integration

4. Project management, construction, commissioning

5. ISO membership: Registration, operations, market bidding, settlements

Selected Scope Areas in Detail

1. Economic Analysis

a. Identifying available market opportunities and revenue and/or savings streams

b. Showcase potential market revenues, demand reduction, and braking energy recovery value streams

2. System Design

a. Identify location

b. Analyze load data, electrical connectivity, and physical constraints

c. Identify power converter optimal sizing, battery chemistry, etc.

d. Engage with engineering on requirements: switchgear rating, protective relay, SCADA, etc.

3. Testing Facility Configuration & Hardware/Software Integration

a. Battery Procurement

b. Power Equipment (converter, switch gear, etc.)

c. Software configuration

d. Civil works (concrete pad, trenching, permitting)

e. Site preparation for all physical equipment

f. EMI safety analysis, test procedure

g. Test results/conclusion/recommendations

4. Market Bidding into ISO - Revenue generation from energy storage asset and/or savings activities

a. Patented operational approach of market combined regenerative braking savings operations

b. ISO coincident peak and/or monthly demand management

c. Market and savings settlements

d. System support

e. Maintenance

The MBTA is posting this Notice rather than conducting a full procurement because the Department believes this opportunity represents best value to the MBTA and is utilizing this Due Diligence Posting to ensure that the process is open, fair and competitive.

Determination of Other Interested Vendors The intent of this posting is to determine if there are any other interested and qualified vendors. Any such vendors must submit documentation that they can provide a comparable or better offer.

Response Requirement and Deadline All Interested Vendors and Offerors interested in responding to this Notice, regardless of prior communications with the Department, must submit a Response to this posting containing evidence of their qualification and interest. All required information must be submitted by 12:00PM EST on Wednesday, 05/31/2017.

If, after the posting deadline has passed, interest is generated by this Notice, the Department will review all Responses and will determine whether they will: (i) withdraw the notice and not accept the Offeror’s offer (and cancel the Notice of Intent) or (ii) accept the offer from the Offeror or (iii) accept an offer from another vendor offering a comparable or better value than the Offeror in their Response or (iv) accept the offer from the Offeror and from any other offerors offering similar value in their response.

Additional Terms Required for Doing Business with the Massachusetts Bay Transportation Authority:

Vendors should review the Massachusetts Bay Transportation Authority Terms and Conditions and, to the extent, propose any modifications required as part of their proposal. Links to all Standard Contract Forms have been provided below.

Quote Submission Method Online Quote Submission via COMMBUYS is required. All Interested Vendors and Offerors must submit Quotes online using tools available only to Sellers registered in COMMBUYS. COMMBUYS provides Seller registration functionality at no charge. To register, go to www.COMMBUYS.com and click on the “Register” link on the front page. All Interested Vendors and Offerors who are awarded a contract resulting from this Notice, if any, will be required to maintain an active account during the duration of the Contract, by reviewing their registration information regularly and maintaining its accuracy.

Vendor Question & Answer Guidelines Vendors have the ability to post questions via Commbuys prior to the bid submission deadline. Note, all questions must be submitted via Commbuys and will not be answered via email. In addition, questions will not be answered if they are submitted after Tuesday, 05/23/2017.

COMMBUYS Quote Submission Training and Instructions The following resources are provided to assist Interested Vendors and Offerors in submitting Quotes:

· An online job aid on How to Create a Quote;

· Webcast video on How to Find Bids (Solicitations) and Submit Quotes (Responses) through COMMBUYS;

· Instructor-led trainings (ILT) and live webinar sessions on “How to Locate and Respond to Bids” may also be available. Check the OSD Training Courses schedule for Sellers/Business Entities for available locations, dates and times. Note that space is limited and pre-registration for trainings is required to attend. Follow instructions on the course schedule to register.

COMMBUYS Support Technical assistance is available during the procurement process. Every effort is made to respond to inquiries within one business day.

· Website: Go to www.mass.gov/osd/commbuys and select the COMMBUYS Resource Center link offered under Key Resources.

· Email: Send inquiries to the COMMBUYS Helpdesk at COMMBUYS@state.ma.us

· Telephone: Call the COMMBUYS Help Desk at 1-888-MA-STATE (1-888-627-8283). The Help Desk is staffed from 8:00 AM to 5:00 PM Monday through Friday Eastern Standard or Daylight time, as applicable, except on federal and state holidays.

Interested Vendors and Offerors are advised that COMMBUYS will be unavailable during regularly scheduled maintenance hours of which all users will be notified.