Request for Qualifications (RFQ) - The Energy Coalition
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Request for Qualifications (RFQ) Level 2 Electric Vehicle Supply Equipment Packages DUE DATE/TIME: March 1st, 2022 @ 5:00 pm PST BY EMAIL TO: evdac@energycoalition.org The Energy Coalition (TEC) is a California-based 501(c)3 nonprofit with over forty five years’ experience in partnering with communities, public agencies, private companies, educators, and policymakers to design and implement sustainability strategies. As a social change organization, TEC’s mission is to create an abundant and healthy world by inspiring others to take responsible environmental actions. TEC implements the Southern California Regional Energy Network (SoCalREN) Public Agency Programs which offer energy services to over 700 cities, counties, school districts, water districts, sanitation districts, and other public agencies served by investor-owned utilities (IOUs) throughout Southern California. These programs are designed to engage the collective action of public agencies to save energy and money while protecting their community’s valuable resources. SoCalREN is administered by the County of Los Angeles and funded by utility ratepayers under the auspices of the California Public Utilities Commission (CPUC). SoCalREN will soon be launching a new program for the public sector, the Los Angeles County (LAC) EV Ready DAC Program (“Program”). This new program will be joining LAC’s existing suite of energy efficiency public agency programs1 that aim to create a more equitable, affordable, and sustainable energy future for all. The Program will be offered in conjunction with SoCalREN’s energy efficiency and distributed energy resource no-cost services, providing direct installation of electric vehicle supply equipment (EVSE) at public facilities in LAC disadvantaged communities (DACs). PROGRAM OVERVIEW The Program will run from February 2022 to December 2024 to expand EV charging access for LAC DAC multi-unit dwellings (MUDs) in Southern California Edison’s (SCE) territory. 1 Visit https://socalren.org/agencies/services for more information on SoCalREN’s Public Agency Programs TEC – SoCalREN – LAC EV Ready DAC RFQ 1
Funded by the California Energy Commission (CEC) and administered by LAC, the Program will support EVSE installation projects for public agencies at sites within a quarter-mile radius of a MUD. The Program aims to complete at least 12 projects and install a total of 130 EV chargers. Projects will be located at sites owned by public agencies that are also completing energy efficiency retrofit projects supported by SoCalREN. The Program will provide market education, customer engagement, technical assistance, and a customer incentive for every port installed. The EVSE package(s) will include EVSE hardware, software, network, and installation services. Projects will be evaluated for Level 2 chargers and individual projects will range from 5 to 20 chargers, which will be available to the public, fleet vehicles, employees, customers, or any combination of these users. Sites that can support at least 10 EV chargers will be given primary consideration, but any project site that can accommodate at least 4 ports will be considered. If there is interest from the site hosts and/or other stakeholders, car sharing may also be offered as an additional service. More information is provided in the draft program manual (Attachment A). PURPOSE OF THIS RFQ This RFQ will enable SoCalREN to provide expanded technical and non-technical support to the Program. SoCalREN will use this RFQ to identify which firms are best suited to provide a package of EVSE hardware, software, networking, and installation services. Qualified installers will be included on a list for agencies to select from for Program services. Participating agencies may also want to contract with vendors to receive additional support that the Program does not provide. MINIMUM QUALIFICATIONS I. Respondents must: ○ Be adequately knowledgeable of the EV Ready DAC Program (draft program manual embedded below) ○ Collaborate with the SoCalREN project manager (PM) in the project planning process, possibly including but not limited to: ■ Proposal of projects to site hosts ■ Preparation, review, and agency approval of site plans (see Attachment B for sample preliminary site plan for EV infrastructure) ■ Preparation of construction drawings and documents TEC – SoCalREN – LAC EV Ready DAC RFQ 2
■ Permit application ■ EVSE specifications review ■ EVSE testing and approval ■ Project schedule review and approval ■ Payment system set-up and field testing ■ Signage Plan review and approval ■ Maintenance and Inspection Plan review and approval ■ Installation and commissioning ○ Participate in meetings with stakeholders for presentations, discussions and status report updates. The respondent will also be responsible for sending periodic invoices. ○ Be able to conduct a technical feasibility analysis ○ Provide EVSE Package(s) that are inclusive of all hardware, software, and network services ○ Supply eligible equipment on SCE’s Approved Product List (APL) and install in accordance with the National Institute of Standards and Technology (NIST) Handbook 44, "Specifications, Tolerances, and Other Technical Requirements for Weighing and Measuring Devices," (NIST Handbook 44) inclusive of Section 3.40. Electric Vehicle Fueling Systems ○ Be an authorized distributor of specified EVSE hardware and software and authorized to provide the required services for participating public agencies and LAC ○ Meet LAC permit and fee requirements, as well as LAC codes and California health and safety laws ○ Agree to insurance and liability requirements ○ Perform full EVSE installation service, possibly including: ■ Obtaining city permit ■ Hiring installation subcontractors ■ Site preparation including concrete cutting and trenching TEC – SoCalREN – LAC EV Ready DAC RFQ 3
■ Running the electrical and communication conduit ■ Concrete pouring ■ Forming and pouring of reinforced concrete foundations for the sites ■ Pre-installation inspection of cement ■ Electric service upgrades including circuit breakers, panels, and safety disconnect and transformers ■ Negotiation with SCE over power provision ■ Installation of EVSE ■ Signage, placards, and labels per NIST Handbook 130 ■ Lighting per local codes and SCE guidelines ■ Final inspection and approval ■ Network commissioning ■ Final testing with an electric vehicle ○ Perform final commissioning, possibly including: ■ Check and validate radio frequency identification cards ■ Check the internet communication between charging stations and the central server ■ Check the app (where applicable). Validate the sign-up and login as a new customer ■ Test the automatic switch-off in response to a major fault ■ Test the charging session in the case of a minor fault ■ Test the remote system control and monitoring system ■ Test the charging/refueling session and display of state of charge on a test EV ○ Be regularly and continuously engaged in the energy/EV industry and have EVSE installed and operational in the United States for at least three years immediately preceding the bid due date TEC – SoCalREN – LAC EV Ready DAC RFQ 4
○ Provide operations and maintenance (O&M) manual and training for the site hosts ○ Provide a thorough understanding of the SCE Charge Ready Program for public agencies ○ Be able to or have a supplier able to service the SCE service territory within LAC (see Attachment C below) ○ Ensure the project has complied with all AB 841 (2020) requirements or provide notice to SoCalREN staff why the AB 841 requirements do not apply to the project ○ Submit Electric Vehicle Infrastructure Training Program (EVITP) certification numbers of each EVITP certified electrician that installs electric vehicle charging infrastructure or equipment. EVITP certification numbers are not required to be submitted if AB 841 requirements do not apply to the project ○ Demonstrate long-term financial stability II. Hardware must: ○ Be on SCE’s APL or, in some circumstances, receive SCE’s direct approval for equipment not yet listed on the APL ○ Have commercial-grade underwriter laboratories (UL) listed ○ Supply an output current of at least 15 amps per port minimum at 208/240 volts ○ Be charge connector compliant in SAE J1772 ○ Have a user interface with a start/stop mechanism and status indicators ○ Use chargers that are supplied by a dedicated circuit ○ Meet all of the safety requirements for CPUC-approved transportation electrification programs ○ Have an operating temperature range of 0 to 122 degrees Fahrenheit ○ Be network-ready and able to communicate with a network management system (NMS) (networked only) ○ Be compliant with the Americans with Disabilities Act (ADA) III. Software and network must: TEC – SoCalREN – LAC EV Ready DAC RFQ 5
○ Control, operate, communicate, diagnose, and capture data (networked only) ○ Have power surge protection ○ Track usage data, bill customers, and manage electrical loads (networked only) including: ■ Total cost, including incentive dollars, for the EV infrastructure project ■ Peak power (in kW) and energy delivered (in kWh) ■ Applicable price for charging, including but not limited to electric utility tariff, Electric Vehicle Service Provider (EVSP) service contract or public charger price, and date and time ■ Payment method ■ Types of vehicles using the charging equipment (make/model if known) ■ Number of unique vehicles and frequency of repeat vehicles ■ Weekly and monthly average charging session durations ■ Average kWh purchased (based on monthly utility bills) ■ Average kWh dispensed (e.g., energy management system reports) ■ Average charger station uptime ○ Perform maintenance and repairs ○ Have a meter/display of energy consumption with accuracy within 3% or better (networked only) ○ Be load-sharing capable ○ Be compliant with the Americans with Disabilities Act (ADA) CONTENT OF STATEMENT OF QUALIFICATIONS Respondents must provide the following information in order to be added to the Program’s list of qualified vendors. For each question, respondents are asked to provide a short paragraph highlighting their relevant experiences and services offered. Where applicable, respondents should also include in their responses prior project examples that further demonstrate their qualifications for the Program. TEC – SoCalREN – LAC EV Ready DAC RFQ 6
A. Explanation of qualifications and experience, including: 1. A brief summary of respondent’s history and background 2. EVSE package(s) offered as part of this RFQ 3. Confirmation that respondent meets all RFQ minimum qualifications (see above) or confirmation that respondent will meet all RFQ minimum qualifications and when the qualifications will be met 4. Identification of relevant licenses and certifications 5. Proposed terms and conditions applicable to the customer 6. Details of customer support that will be provided to the site host and EV drivers 7. A list of clients served in the last two years a. List of clients will be used for references b. Please include the scope of work, date of contract start and completion, contract amount, and contact person’s name, telephone number, and email address 8. Samples of EVSE packages installed at two completed project sites 9. Experience conducting technical feasibility analysis, including recommending the number of EVSEs and identifying the spaces for EVSE installation at the proposed site 10. Experience obtaining permits for an EVSE project 11. Experience or capability to provide rideshare services, if any 12. Project work with SCE 13. Project work with public agencies 14. Any other relevant experience that is applicable to the Program B. Service details, including: 1. What is the minimum number of ports respondent has served on a customer site? TEC – SoCalREN – LAC EV Ready DAC RFQ 7
2. How does the respondent provide installation in-house, through subcontractors, etc.? 3. Do the respondent’s standard terms and conditions address Low Carbon Fuel Standard (LCFS) credits? If so, how? 4. What is required for a site host to claim the rights of the LCFS credits? 5. Does the respondent’s product have integrated load management? If so, please explain. 6. Does the respondent’s business offer any pricing arrangements that reduce or eliminate costs for the customer? If so, please explain. 7. Is the respondent already involved in the SCE Charge Ready Program or a similar program? If so, please explain. 8. Who is responsible for hosting services including secure servers, installations, backup, network connections, monitoring, and virtual private network (VPN) setup? C. Business models and sample costs (please use the response template found in Attachment D for this section): 1. Base product for Level 2 hardware that meets the RFQ specifications a. Provide the sample cost for a single and dual-port pedestal 2. Equipment ownership 3. Installation costs 4. Electricity costs 5. Maintenance costs 6. Revenue disbursement 7. Pricing controls 8. Contract requirements 9. Networking fees 10. User transaction fees 11. Subscription fees TEC – SoCalREN – LAC EV Ready DAC RFQ 8
QUESTIONS, SUBMISSION REQUIREMENTS, AND DEADLINES I. Questions: Any questions relating to the content of this RFQ must be submitted to evdac@energycoalition.org. A. Subject: Please include “RFQ Question for LAC EV Ready DAC” in the subject line. II. Submission Requirements: To be eligible for consideration, all response materials from the Content of Statement of Qualifications section must be submitted via email to evdac@energycoalition.org in either PDF or .docx (Word) file format: A. Subject: please include “[Respondent’s Business Name] – LAC EV Ready DAC RFQ Submission” in the subject line. B. Email address: please list the email address of the business contact that should be included on the Program’s vendor list. III. Submission deadline: The RFP response deadline is March 1st. EVALUATION CRITERIA I. Meeting all minimum requirements – 30% II. Answers to the Qualifications and Experience questions (Section A) – 20% III. Answers to Service Details questions (Section B) – 20% IV. Business Models and Sample Costs Table (Section C) – 20% V. Completeness of submission – 10% TEC – SoCalREN – LAC EV Ready DAC RFQ 9
Definitions and Abbreviations ● DACs – Disadvantaged Communities, which are identified using CalEnviroScreen 4.0 mapping tools ● EV – Electric vehicle ● EV Charge Ready Program – A program to install EVSE in Southern California Edison’s service territory ● EV Service Connection – Traditional utility infrastructure from the utility distribution system to the meter. This may include, but is not limited to, cable, conductors, conduit, transformers, and associated substructures from the utility distribution system ● EV Supply Infrastructure – Infrastructure from the meter (but not including the meter) to the parking space, which may include panel, cable, and conduit necessary to deliver power to the parking space ● EVSE – Electric vehicle supply equipment, which is used for charging electric vehicles. The conductors, including the ungrounded, grounded, and equipment grounding conductors, the electric vehicle connectors, attachment plugs, and all other fittings, devices, power outlets, or apparatuses installed specifically for the purpose of delivering energy from the premises wiring to the electric vehicle. Devices include software and communications devices necessary to network-enable the EVSE. ● EVSE Package – Inclusive of EVSE hardware (physical components), software, network, and installation services. Physical components include internal electronics, controllers, cords, electric vehicle-compatible plug, and telecommunications devices to share data and enable network connections. Software components include applications to manage the charging, billing, driver access, and administration of the EV Charge Ready Program. ● EVSP – Electric vehicle service provider ● MUD – Multi-unit dwelling ● SCE – Southern California Edison ● Program – EV Ready DAC Program ● Rebate – Payment from SCE to site host under the EV Charge Ready Program TEC – SoCalREN – LAC EV Ready DAC RFQ 10
● Site Host – Public agency with a site participating in the EV Ready DAC Program. Eligible sites include public facilities within one-quarter mile of a MUD. ● Supplier – Bidder; third party EVSE package provider TEC – SoCalREN – LAC EV Ready DAC RFQ 11
Attachment A: Los Angeles County EV Ready Disadvantaged Communities Draft Program Manual Los Angeles County Electric Vehicle Ready Disadvantaged Communities Program Publicly known as EV Ready Draft Program Manual
Table of Contents Table of Contents 1 1. Program Overview 2 1.1 Program Summary 2 1.3 Objectives 3 1.4 Eligible Service Offerings 4 1.5 Program Set-Up and Regulatory Requirements 5 1.6 Roles and Responsibilities 5 2. Agency and Project Eligibility 6 2.1 Agency Eligibility 6 2.2 Project Eligibility 6 2.3 Equipment Eligibility 7 3. Program Process 8 3.1 Tools and Resources 12 3.2 Program Quality Assurance and Quality Control 12 4. Marketing and Outreach 13 5. Reporting 15 Appendices 18 Appendix A: EV Ready Program Fact Sheet ( ) 18 ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 1
1. Program Overview 1.1 Program Summary The EV Ready program provides infrastructure to meet the electric vehicle (EV) accessibility needs of disadvantaged communities (DACs)1 in the County of Los Angeles (LA County) by creating an EV-ready region. EV Ready, administered by LA County and implemented by The Energy Coalition (through the Southern California Regional Energy Network), will be offered throughout LA County, the most populous county in Southern California Edison (SCE) territory. The Program will provide access to EV charging for DACs, with a focus on multi-unit dwelling (MUD) residents by installing Electric Vehicle Supply Equipment (EVSE) at public agency sites near MUDS and increasing their awareness of EV mobility options. 1.2 Background The transportation sector represents the largest source of California’s greenhouse gas (GHG) emissions, comprising nearly 50 percent when taking into account production, refining, and use of petroleum.2 To meet California’s climate goals, including reducing emissions by 40% by 2030 (SB 32), the state must address transportation-related emissions. Low-income and disadvantaged communities are disproportionately burdened with the negative impacts from transportation-generated pollution3 because they are more often located near industrial pollution and congested highways4. California has set the stage to address these inequities through its Environmental and Social Justice (ESJ) Action Plan, which includes goals to deploy charging infrastructure for ESJ communities so they can use zero-emission cars to meet their transportation needs5. Electrified transportation with electricity supplied by clean resources offers an opportunity to significantly reduce the transportation sector’s GHG emissions. In California, emissions from electricity generation have decreased as the state’s energy supply portfolio nears 50 percent renewable resources, paving the way for low emission EVs. The state has already adopted zero-emission vehicles (ZEVs) targets: 1.5 million zero-emission vehicles (ZEVs) in the state by 2025 (Executive Order B-16-12), and ZEVs for 100% of light-duty vehicle sales by 2035 1 DACs are identified by using CalEnviroScreen 4.0 mapping tools 2 https://ww3.arb.ca.gov/cc/inventory/pubs/reports/2000_2019/ghg_inventory_trends_00-19.pdf 3 https://escholarship.org/content/qt3np3p2t0/qt3np3p2t0.pdf?t=qs0sle 4 https://escholarship.org/content/qt3np3p2t0/qt3np3p2t0.pdf?t=qs0sle 5 https://www.cpuc.ca.gov/-/media/cpuc-website/divisions/news-and-outreach/documents/news-office/ key-issues/esj/environmental-and-social-justice.pdf ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 2
(Executive Order N-79-20). There are several barriers to achieving the state’s ZEV and ESJ goals. Drivers residing in MUDs face additional challenges adopting EVs beyond those experienced by single-family homes, including a renting structure that disincentivizes residents to install EVSE. Property owners typically do not view EVSE as an attractive amenity for tenants and their property value and therefore invest in other priorities.6 Meanwhile, the percentage of MUD units relative to single-family dwellings in LA County is growing (e.g. projected 14,800 new units in 2019, compared with 9,700 in 2018).7 Multi-unit dwellings located within DACs typically have limited access to public Level 2 and DC fast chargers since public chargers in these areas have been historically underdeveloped compared to other communities.8 In addition, MUD property managers have difficulty developing EVSE onsite. While single-family homes tend to have a predictable cost of EVSE installation and a sufficient electrical capacity for EV charging, MUDs face difficulty with varied, and often high, costs of EVSE installation and electrical capacity upgrades.9 Installing EV charging at public institutions will help address California’s climate targets and address the barriers MUD property owner’s and renter’s experience. EVSEs, whether located at a public location like a park or library or at an administrative center, provide many benefits to the public, public agency employees, and visitors. EVSEs support and inspire adoption of EVs, moving California closer to its carbon emission reduction goals. Charging stations at public facilities allow for the electrification of public agency fleets, which can significantly lower operating costs through reduced fuel and maintenance needs10 EV chargers are a visible display of a public agency’s commitment to sustainability, local clean air, and providing services to the community. 1.3 Objectives SoCalREN’s aim for EV Ready is to address barriers to EV adoption and the disproportionate carbon emission burdens faced by ESJ communities. The program will increase the public sector’s investment in clean mobility and facilitate a path forward to an equitable, carbon-free future. The Program does this by investing in DAC public agencies, educating them on EV adoption, and supporting them as they develop EVSE. SoCalREN, along with LA County, has the following objectives for EV Ready11: 6 Increasing Electric Vehicle Charging Access at Multi-unit dwellings: Workshop Summary Report 7 https://www.sharestates.com/blog/2019/05/20/los-angeles-county-multifamily-only-option/ 8 https://theicct.org/sites/default/files/publications/LA-charging-infra-feb2021.pdf 9 http://southbaycities.org/sites/default/files/ARV-14-035%20ZEV%20MUD%20-%20Final-Draft%20Rpt_0. pdf 10 https://www.motortrend.com/news/government-ev-ice-maintenance-cost-comparison/ 11 Electric Vehicle Ready Communities Phase II - Blueprint Implementation - County of Los Angeles ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 3
● Provide clean mobility options for communities and MUD residents ● Increase participation from disadvantaged communities in clean mobility ● Drive fleet electrification within public agencies ● Drive deeper GHG reductions by coupling energy efficiency (EE) upgrades and EVSE infrastructure ● Build awareness and drive EV adoption in MUDs and the public sector EV Ready is designed for public agencies enrolled in the SoCalREN Public Agency Programs. The EV Ready program's goal is to complete at least 12 projects at sites co-located with public agency12 EE retrofits and install a total of 130 EV chargers13. 1.4 Eligible Service Offerings EV Ready offers turnkey services to install EVSEs. The Program will first identify eligible public agency sites using site feasibility analyses14. The Program will apply for SCE Charge Ready incentives on behalf of the public agency and support the public agency with board or council presentations for project approval. EV Ready will work with SCE to meet design and permit requirements for EVSE installations. An ombudsman will work with the vendor and the agency throughout the permitting process and ensure compliance with Americans with Disabilities Act (ADA) regulations with due consideration to general parking and traffic flow. The Program’s installation contractor will install the EVSE and provide operations and maintenance (O&M) training for the site hosts. If there is interest from the site hosts and/or other stakeholders, car sharing may also be offered as an additional service. The Program will provide education and outreach to the public agency hosting EVSEs and their neighboring MUD owners and residents. This outreach will include communication regarding the installation and use of the EVSE (e.g. recommendations on ideal EV charging times to minimize GHG emissions and electricity costs). Wherever possible, EV Ready will identify opportunities to expand beyond EVSEs to include EV car sharing services. The ombudsman will provide guidance on signage and enforcement. The Program will offer O&M support of the EVSEs through the installation vendor or will provide guidance on getting O&M support through a 3rd party vendor. SoCalREN’s Pathway to Zero Program offers customizable and comprehensive services at no cost to public agencies to identify and deliver projects that yield electricity and gas savings through energy efficiency and distributed energy resources. SoCalREN will offer a variety of support services to EV Ready participants as highlighted in the table below. 12 EVSEs may also be installed at sites not specifically paired with EE retrofits provided that the public agency is completing EE at another site in their community 13 Electric Vehicle Ready Communities Phase II - Blueprint Implementation - County of Los Angeles 14 The program may leverage feasibility analyses offered by SCE’s Transportation Advisory services. ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 4
SoCalREN EE Description Program Services Technical support SoCalREN provides assistance with facility energy audits, identifying EE improvements, developing benchmarking and energy use analyses, and supporting the design of retrofits and retrocommissioning projects Financing support SoCalREN provides financial analysis and support, including determining lifetime project costs and savings, accessing incentive opportunities, and navigating financing options Staff support SoCalREN provides start-to-finish project management and energy consulting, including support developing staff reports and presentations to councils/boards for approval. Eligible agencies may also receive post-implementation training for maintenance staff Proposal and SoCalREN provides procurement guidance, contractor selection construction support review, construction management support, and objective technical review of third-party documents 1.5 Program Set-Up and Regulatory Requirements TBD after LAC-CEC Contract is executed 1.6 Roles and Responsibilities The following table describes SoCalREN program partnerships and working groups. Program Partners Responsibilities California Energy ● Oversight of program, program goals and fund reimbursement Commission (CEC) LA County ● Administer the Program ● Program reporting to the CEC ● Manage program implementer ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 5
Program ● Support SCE Charge Ready application submittal Implementer (The ● Process applications and program agreements and disburse Energy Coalition) reimbursement funding to contractors ● Provide technical assistance ● Coordinate stakeholders and local government partners through the working groups ● Marketing and outreach Contractor Responsible for EVSE equipment purchasing and installation of EVSEs SoCalREN ● Provide no-cost services for EE retrofit project implementation at sites identified for EVSE installations ● Leverage public and customer data sets to establish target marketing and project enrollment ● Leverage consultants for technical guidance/advice Southern California SCE’s Charge Ready program will reduce project implementation Edison (SCE) costs LA County regional Advise and provide feedback for program process improvements partners Ombudsman (sub to ● Ensure EVSE installations meet program requirements and The Energy standards Coalition) ● Assist and guide public agencies with permitting, low carbon fuel standard (LCFS) accounts and credit registration, signage, and enforcement Community Based Provide community expertise to guide implementation Organizations (CBOs) 2. Agency and Project Eligibility 2.1 Agency Eligibility EV Ready is offered in LA County to all public agencies with owned public sites in which EVSE infrastructure can be installed. The public sites must also be located in SCE service territory in a DAC as defined by CalEnviroScreen 4.0. A full list of agency requirements for the SCE Charge Ready Program can be found in the Sample Charge Ready Charging Infrastructure and Rebate ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 6
Participation Agreement. 2.2 Project Eligibility EV Ready will support projects for eligible public agencies at sites within a quarter-mile of MUDs served by SCE. Project sites are also only eligible if they are also pursuing EE opportunities in parallel. The agency should be the SCE account holder for the site and own the property (or have consent from the property owner to install the equipment and an agreement that the property owner will grant any required easements). Sites that can support at least 10 EV chargers will be given primary consideration. Projects will be predominantly evaluated for Level 2 chargers and individual projects will range from 5 to 20 chargers installed on-site which will be available to the public, fleet vehicles, employees, customers, or any combination of these. The project should also qualify to apply for the SCE Charge Ready Program, though it is not necessary for the application to be approved in order to be eligible for funds through EV Ready. Qualification for the SCE Charge Ready Program includes the participant’s agreement to operate and maintain the EV charging equipment for a minimum of 10 years and enrollment in a qualifying SCE Demand Response program. Furthermore, participants are responsible for paying all energy costs associated with the EV charging stations. 2.3 Equipment Eligibility The minimum eligible Level 2 EVSE hardware and software specifications and capabilities are listed in the table below: Hardware Software and Network • Commercial-grade underwriter laboratories • Control, operate, communicate, diagnose (UL) listed and capture data (networked only) • Supply an output current of at least 15 • Power surge protection amps per port minimum at 208/240 volts • Track usage data, billing customers and • Charge connector compliant in SAE J1772 manage electrical loads (networked only) • User interface - start/stop mechanism, • Meter/display of energy consumption – 3% status indicators accuracy or better (networked only) • Operating temperature range of 0 to 122 F • Load sharing capable • Network ready – able to communicate with • ADA compliant a network management system (NMS) (networked only) • Compliant with Americans with Disabilities ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 7
Act (ADA) EVSE projects are encouraged to select charging equipment from SCE’s Approved Product List (APL) and are required to receive SCE’s direct approval before equipment purchase and installation. EV charging equipment not yet listed on the APL may also be selected to use with SCE’s approval. In general, Level 1 and Level 2 charging equipment must have a minimum of four ports. All charging stations need a dedicated usage meter and a network service (typically provided by the EVSE supplier) to share information with SCE as part of a Time-Of-Use (TOU) rate plan. SCE provides parameters for selecting ideal locations for charging equipment which include the following15: ● Close proximity to the existing transformer (if enough capacity) or to a new transformer (if needed to serve the EV charging load) which would help reduce the utility-side improvement cost ● Grouping in a single location (e.g., the same floor of a parking depot) and a high number of ports (as determined by SCE, typically 4 or more). The increased number of ports will result in a lower cost per port ● Adequate space for the installation and operation, in compliance with all applicable laws, rules, and regulations (AHJ, NEC, ADA, fire, drainage, etc.) ○ The site must have the consent of the designated Authority Having Jurisdiction (AHJ) for selected equipment and installation procedures ○ Installed EVSE must meet the National Electric Code (NEC), California Electric Code, and the California Building Code (CBC) to ensure the safety of persons and property ○ Installed EVSE must meet the Americans with Disabilities Act (ADA) requirements including, but not limited to, parking dimensions, accessible routes, and accessible controls16 3. Program Process Through SoCalREN’s Pathway to Zero Program, eligible participants have the option to receive educational information and high-level analyses for a number of distributed energy resources (DER) alongside the projects’ energy efficiency project proposal. The EV Ready Program will automatically support agencies pursuing EVSE as part of their DER strategy. The table below 15 SCE Quick Reference Guide 16 https://afdc.energy.gov/files/u/publication/WPCC_complyingwithADArequirements_1114.pdf ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 8
highlights the program process. Step SoCalREN EE/DER Scope EV Ready Program Scope Project The SoCalREN Project Manager (PM) Once specific EE projects are Identification works with the agency representative identified, the SoCalREN PM to identify EE opportunities for introduces DER resources and EV agency facilities. Ready as additional opportunities for eligible projects. Project The SoCalREN PM screens potential The SoCalREN PM screens potential Screening projects for eligibility by checking if projects for EV Ready eligibility by any of the facilities are located in a checking if any of the facilities are DAC (per CalEnviroScreen 4.0 located within one-quarter mile of a ratings). MUD. EE/DER SoCalREN schedules a call or meeting The agency will have the opportunity Strategy with the agency to confirm the EE/ to include the EV strategy as part of Selection DER strategies the agency would like their DER selection. to pursue. Audit The SoCalREN PM will leverage an SoCalREN PM will work with the EE/DER audit to gather information contractor to do a site feasibility/EV for EV Ready, if required. audit. Project The SoCalREN PMprepares a project The SoCalREN PM will present the EV Proposal proposal that contains a section on all audit report and SoCalREN project DER strategies that the agency proposal to the agency. This meeting specified during the DER Strategy may include the EV contractor, Selection step. The DER section is a technical consultant, ombudsman and combination of educational materials, other stakeholders. available incentives and programs, and recommended next steps, all of which are customized based on the agency type and their interests. Financing If the agency is interested, SoCalREN If the agency is interested in EV Assistance will provide project financing and infrastructure, the SoCalREN PM will funding assistance for the EE support a funding application for the ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 9
measures and DER strategies. This SCE Charge Ready Program. Then, includes information about financing SCE will conduct a site evaluation and options the SoCalREN offers, as well provide approval. This SCE study will as other third party financing and inspect the existing electrical service grant funding opportunities. Incentive and determine any new electric and financing applications can also be needs. SoCalREN will also prepare an supported. EV Ready Program application based on the EV audit and/or site evaluation findings. Procurement SoCalREN assists the agency with The SoCalREN PM will work with SCE and procurement and construction phase and the contractor to install the utility Construction support for the EE measures and DER and customer EV infrastructure as per Assistance strategies as needed. SoCalREN can the SCE Charge Ready application. also coordinate with third parties and The site host will need to grant SCE programs to support the agency. an easement to the property after which SCE will complete and file a permit application. SCE will complete construction and grid connection on the utility side and the EV Ready contractor will install the EVSE on the customer side. SCE will oversee inspections by the local code officials for construction closeout. Project The SoCalREN PM will coordinate If training is needed for new EVSE Closeout project closeout activities with the technologies, SoCalREN will agency as necessary. If training is coordinate to ensure training is needed for new EE or DER provided. Similarly, SoCalREN will technologies, SoCalREN will provide education and outreach for coordinate to ensure training is the EV project to the agency and provided. The SoCalREN PM will also neighboring MUDs. The SoCalREN provide support to ensure any PM will also provide support to ensure financing, funding, or incentive the agency’s SCE Charge Ready paperwork for the agency is closed rebate paperwork is closed out. out. ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 10
EV Ready Process Flow Chart Agencies applying for the SCE Charge Ready Charging Infrastructure and Rebate should do so with thorough knowledge of the eligibility, participation, and equipment requirements described in Section 2. There are currently two SCE Charge Ready program options available for public agencies: the Charging Infrastructure and Rebate option or the Customer-Side Make-Ready Rebate option. The Charging Infrastructure and Rebate option offers participants a rebate to offset the costs associated with the purchase and installation of SCE-approved charging equipment. The Customer-Side Make-Ready Rebate option offers a rebate for participants who choose to design, purchase, and install the participant site infrastructure without SCE (up to 80 percent of the costs that SCE would otherwise incur for performing the work). In both options, SCE Charge Ready covers the costs associated with installing the utility distribution infrastructure. The EV Ready program will use only the Charging Infrastructure and Rebate option unless there are special circumstances to select the Customer-Side Made-Ready Rebate option. ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 11
SCE Charge Ready Program Options for Public Agencies17 Agencies will use their existing SCE account or create a guest account to submit a Charge Ready application. The step-by-step online application tool will collect customer information, project information, and required documents. After submission, agencies will be able to view and manage the application including the various forms that have been completed for the selected program. The following is important project information and documents that the agency should be prepared to include with their application: ● Designated project contact ● Charging station metering needs (separate SCE meters or other) ● Certificate of occupancy ● Any site access restrictions for SCE inspection ● Property’s FNAICS classification code ● Total number of EV capable parking spaces required by CALGreen Code ● Charging equipment location and installation timeline plans ● Site layout document with an annotated aerial view of the property ● Signed terms and conditions document (provided at the end of the application) 3.1 Tools and Resources Several tools and resources will be used to support EVSE adoption for public agencies and MUDs, as summarized in the table below: 17 Source: SCE Quick Reference Guide ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 12
Tool/Resource Name Short Description Inventory Assessment Help shortlist locations for charging infrastructure deployment Outreach and Customized communication to inform MUD residents and public Education agencies of the program and available resources Incentives (CR2, SoCalREN, LCFS) will help lower the cost and maximize benefits of EVSE 3.2 Program Quality Assurance and Quality Control The EV Ready Program has adopted a number of quality assurance recommendations, guidelines, and procedures to verify the quality of projects. The ombudsman will support compliance with all state-wide workforce and building compliance standards, though the ultimate responsibility for compliance lies with the agency. Contractor Qualification Recommendations The EV Ready Program will issue an RFP to select one or more vendors that meet the following criteria: ● Hold and maintain all required licenses, permits, and certifications for the appropriate city and county ● Meet Los Angeles County permit and fee requirements, as well as Los Angeles County codes and California health and safety laws ● Agree to insurance and liability requirements ● Demonstrate work with C-10 and Electric Vehicle Infrastructure Training Program (EVITP) 18 licensed electrical contractors employing California state‐certified electricians to handle EVSE installations and maintenance ● Demonstrate long-term financial stability ● Supply eligible equipment on SCE’s Approved Product List (APL) and install in accordance to the National Institute of Standards and Technology (NIST) Handbook 44, "Specifications, Tolerances, and Other Technical Requirements for Weighing and Measuring Devices," (NIST Handbook 44) inclusive of Section 3.40. Electric Vehicle Fueling Systems19. ● Experience installing lighting, signage, and pavement markings compliant with industry standards and requirements for EV chargers, city and SCE requirements, and state and federal guidelines ● Ability and staff expertise to provide services including marketing, installation, 18 https://evitp.org/ 19 https://www.cdfa.ca.gov/dms/programs/zevfuels/ ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 13
monitoring, and maintenance of EVSE ● Ability to provide car-sharing, though not required, would be preferred Engineering Consultant Qualification Recommendations SoCalREN engineering consultants selected to provide technical services will have previous experience on similar projects. Selected engineering consultants will also have knowledge and understanding of the various charging technologies available, rate analysis for electric vehicle charging, infrastructure, permitting, capital costs, operations and maintenance costs, and resources (including other funding sources). EV Strategy Selection The SoCalREN Project Manager conducts an interview with the agency before developing the EV audit to explain the EV strategy and gauge the agency’s level of interest. If the agency is only interested in an energy efficiency project proposal, SoCalREN will document the reasons and then guide the agency through other programs. The EV strategy selection meeting acts as a venue to collect any information needed to focus on specific strategies and customize the EV feasibility analysis/audit report to the agency’s specific interests and concerns. During project closeout, the SoCalREN Project Manager collects information on post-installation verification. Agency Satisfaction Survey Agencies are asked to participate in a satisfaction survey after project completion to collect feedback and identify opportunities for improvement. In addition to the project close-out survey, the SoCalREN Public Agency Programs also conduct an annual satisfaction survey for all enrolled agencies which will include questions specific to the EV Ready Program. 4. Marketing and Outreach The purpose of EV Ready marketing and outreach is to build stakeholder awareness, encourage public agencies to leverage this resource for their EVSE projects, and inspire the community to take advantage of the EVSE installations. Marketing and outreach will be targeted to three primary audiences: ● Agencies enrolled in SoCalREN Public Agency Programs ○ Agencies already enrolled in the Public Agency Programs have knowledge of SoCalREN offerings and may already have projects in development well suited to EV Ready support. These agencies are well-positioned to take advantage of EV Ready offerings, and thus are the primary audience for marketing and outreach efforts. ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 14
● Agencies eligible for enrollment in Public Agency Programs ○ Availability of EV Ready offerings serves as one of the many benefits to encourage SoCalREN enrollment. Initial outreach efforts for these agencies will focus on increasing awareness of SoCalREN’s EV Ready Program as one of the many benefits to SoCalREN enrollment. Engagement efforts such as referrals and communications at conferences and events should incorporate EV Ready as one of many SoCalREN benefits that might be a good fit for eligible agencies. ● Multi-unit Dwellings ○ Multi-unit Dwellings interested in the SoCalREN Multifamily program will benefit from knowledge and awareness of the EV Ready program. MUD property owners and their residents are key targets to increase the adoption of EVSE and the EV Ready Program offerings will provide educational benefits to install EVSEs within these facilities.20 Key messages Key messages are the “big picture” messages to convey in all communications such as email campaigns, written articles, presentations, comments to the media, speeches, presentations, and web postings. Key messages for EV Ready can be found in Appendix A and include: ● How the program addresses the issue of DACs being inequitably burdened by emissions ● Program benefits for MUD residents ● No electric demand charges from the EVSEs until Feb 202421. ● Benefits of transportation electrification, including reduction in GHG emissions and other pollutants, supporting local economic growth by saving consumers money, boosting the efficiency of the mobility sector, and encouraging the grid’s transition to renewable generation and battery storage. Strategies Outreach efforts will leverage existing SoCalREN communication channels, such as email campaigns, direct communications between SoCalREN Project Managers and Energy Champions, and engagement at conferences and events, social media posts, and project case studies. These efforts will use existing infrastructure and leverage agencies’ trust in the SoCalREN brand. Tactics The tactics supporting marketing and outreach goals/strategies during initial launch are: 20 Electric Vehicle Ready Communities Phase II - Blueprint Implementation - County of Los Angeles 21 The demand charge will start phasing in 2024 in a staged manner till 2029 when it will be fully charged by SCE. ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 15
● GIS analysis to identify public agency facilities within a quarter-mile of MUDs. Agencies with these facilities will be targeted initially by direct communications from SoCalREN PMs. ● These agencies will also be educated about other funding sources for fleet electrification that would provide the agency with additional holistic clean mobility support. ● The agencies will also be informed about the post-installation plan to market these EVSEs as well as the benefits of EVs to neighboring MUDs. 5. Reporting This sub-task conducts ongoing data and reporting throughout the program lifecycle. LA County will provide monthly, quarterly, and annual reports to the Commission Agreement Manager (CAM), and partners as appropriate. The Program will hold quarterly meetings with the CAM to provide updates regarding forecasted targets, milestones, pipeline updates, and any issues to be addressed or discussed. The Program will develop reporting dashboards to communicate program progress. Over the course of the program implementation period, LA County will hold 11 Critical Project Review (CPR) meetings with CEC staff and will deliver progress reports aligned to those meetings. In addition to CPR meetings, LA County will deliver monthly progress reports. A final meeting will occur in early 2024 prior to the closeout of the program, accompanied by a final program evaluation report. The details of the Blueprint Implementation task and deliverable schedule are enclosed in the Product Schedule attached to this proposal.22 EV Ready proposes the following key performance metrics and indicators: No Metric/Indicator Method Frequency 1 Increase EVSE 1. # of public installations Annually inventory/accessibility 2. # of PA fleet installations 2 Program savings contribution Gross kWh and Therms saved by Annually from public agency retrofits EE upgrades as reported through SoCalREN 3 Program savings contribution Gross kWh delivered to public Annually from public agency fleet EVSE agency fleet via EVSE installations installations 22 Electric Vehicle Ready Communities Phase II - Blueprint Implementation - County of Los Angeles ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 16
4 Gallons of gasoline offset by Gallons as determined by the US Annually chargers EPA GHG equivalencies calculator and using the electric usage data reported from all installed EVSEs 5 Frequency of public EVSE use Average time of charger use Annually reported from all the EVSEs used by the public (assuming that the EVSE is dedicated for public use). 6 Frequency of public agency fleet Average time of charger use Annually EVSE use reported from all the EVSEs used by the PA fleet (assuming that the EVSE is dedicated for fleet use). 7 MUDs supported # of MUDs supported by installed Annually EVSE based on MUDs within a quarter mile of the EVSEs installed 8 Support to MUD residents # of MUD residents who have Annually access to EVSE installations based on MUDs within a quarter mile of the EVSEs installed 9 Project conversion efficiency Average length of project cycle Annually 10 Reduction of carbon intensity of # of LCFS credits generated (1 LCFS Annually California’s transportation fuel credit = 1 metric ton of CO2 pool as measured by the volume equivalent reduced) based on data of fuels and credits generated reported by the installed EVSEs under the LCFS 11 Value of LCFS credits generated Value of LCFS credits transacted Annually (USD) under the LCFS based on data reported by the installed EVSEs 12 GHG reductions (metric tons) Avoided units of carbon dioxide Annually emissions as determined by the US EPA GHG equivalencies calculator and using the electric usage data reported from all installed EVSEs ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 17
13 Support to public agencies to # of agencies supported by Annually increase EV readiness ombudsman and through SoCalREN Pathway To Zero reports presented and/or BMCTA audits conducted 14 DAC penetration # of DACs served Annually 15 New enrollment in SCE’s Charge # of new agencies enrolled in CR2 Annually Ready (CR2) 16 New applicants to SoCalREN # of new MUDs applicants for EE Annually Multifamily EE program retrofits 17 Enhance equal employment and # of WMDBE businesses used as Annually business opportunities for vendors minorities, women, and disabled persons Year Estimated Projects Completed Estimated EVSE Installed 2021 1 20 2022 5 50 2023 5 50 2024 1 10 ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 18
Appendices Appendix A: EV Ready Program Fact Sheet ( ) ________________________________________________________________________________________________________________________________________________________________________ SoCalREN Public Agency EV Ready DAC Program Manual 19
Attachment B: Sample Preliminary Site Plan for EV Infrastructure TEC – SoCalREN – LAC EV Ready DAC RFQ 13
TEC – SoCalREN – LAC EV Ready DAC RFQ 14
TEC – SoCalREN – LAC EV Ready DAC RFQ 15
Attachment C: SCE Service Territory Map (Los Angeles County only) TEC – SoCalREN – LAC EV Ready DAC RFQ 16
Attachment D: Response Template for Section C (Sample Costs) Please note: add/subtract “Business Model” columns as needed Business Model Business Model Business Model #1: Title/Name #2: Title/Name #3: Title/Name (if any) (if any) (if any) What is/are the base product(s) for Level 2 hardware that meets the RFQ specifications? What are the sample costs for a single and dual-port pedestal? Who owns the equipment (vendor or site-host)? Who pays for the electricity costs (vendor or site-host)? What are the expected support and maintenance costs and who pays for them? What percentage of the charging revenue goes to the site host? Who sets the pricing controls (vendor or site-host)? TEC – SoCalREN – LAC EV Ready DAC RFQ 17
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