HomeMy WebLinkAbout20C - AA AND AGMT FOR SARTC STUDYREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
AUGUST 18, 2020
TITLE:
APPROVE AN APPROPRIATION ADJUSTMENT
TO RECEIVE BAY AREA COUNCIL
CALIFORNIA RESILIENCE GRANT FUNDING
IN THE AMOUNT OF $176,807 AND AWARD AN
AGREEMENT TO TRC ENGINEERS, INC. FOR
SANTA ANA REGIONAL TRANSPORTATION
CENTER (SARTC) MICROGRID FEASIBILITY
STUDY IN THE AMOUNT OF $153,350 FOR A
ONE YEAR TERM
(NON -GENERAL FUND)
CLERK OF COUNCIL USE ONLY:
APPROVED
❑
As Recommended
❑
As Amended
❑
Ordinance on 111 Reading
❑
Ordinance on 2ntl Reading
❑
Implementing Resolution
❑
Set Public Hearing For
CONTINUED TO
/s/Kristine Ridge FILE NUMBER
CITY MANAGER
RECOMMENDED ACTION
1. Approve an appropriation adjustment recognizing $176,807 Bay Area Council California
Resilience grant funds into the Energy Conservation Program, Grant -Other revenue account
and appropriating the same amount into the California Resiliency Challenge, Contract Services -
Professional and Internal Departments Personnel Charges expenditure accounts.
2. Authorize the City Manager to execute an agreement with TRC Engineers, Inc. in the amount
of $153,350, for the term beginning August 18, 2020 through August 17, 2021, with provisions
for a one-year extension exercisable by the City Manager and City Attorney, for a Microgrid
Feasibility Study at the Santa Ana Regional Transportation Center, subject to non -substantive
changes approved by the City Manager and City Attorney.
DISCUSSION
In December 2019, the Bay Area Council issued a request for proposals that focused on providing
local government agencies with a grant funding opportunity, the "California Resilience Challenge",
for resiliency -focused projects. The Bay Area Council sought proposals that illustrated a creative
way to approach facility or regional resilience against extreme California conditions, such as
drought, wildfire, extreme heat, and rising seas. Working in collaboration with TRC Companies, a
proposal was developed to assess the feasibility of a microgrid for the Santa Ana Regional
Transportation Center (SARTC). This proposal was awarded grant funding in the amount of
$176,807, on May 29, 2020 (Exhibit 1), beating out more than 70 other proposals.
SARTC is a critical regional facility responsible for facilitating much of Orange County's public
transportation needs. This grant funding will be used to lay the groundwork for a microgrid feasibility
study which will assess the viability for clean solar photovoltaic generation, battery energy storage,
20C-1
Appropriation Adjustment and Approval of Agreement for SARTC Microgrid Feasibility Study
August 18, 2020
Page 2
and electric vehicle charging services at SARTC. When implemented, a microgrid allows a facility
to continue operations even during electric utility service interruptions.
Since 2008, the City has been part of an Energy Efficiency Partnership (Partnership) with Southern
California Edison (SCE). The role of the Partnership is to institutionalize energy efficiency through
educating the public and demonstrating energy efficiency in City facilities. A benefit of the
Partnership is access to no -cost technical assistance through TRC Engineers, Inc. (TRC). As a
result, TRC has assisted in developing the scope of work for at least 12 energy efficiency projects
that have been completed in City facilities over the last ten years. Three of these projects involved
lighting, heating, and air conditioning at SARTC. TRC has institutional knowledge of City facilities
operations, energy usage, projects completed, and technical details. This grant opportunity came
about as a result of the existing relationship that the City has had with TRC on energy projects.
The grant award in the amount of $176,807 will fund the development of the complete feasibility
study, consisting of reimbursement for staff time in the amount of $23,457 and $153,350 for the
TRC scope of work (Exhibit 2). The Grant Installments and Reporting Agreement is attached
(Exhibit 3). Staff recommends approval of the Appropriation Adjustment to recognize the grant
award and approval of the agreement with TRC.
FISCAL IMPACT
The total Feasibility Study cost is $176,807, which includes $23,457 for staff costs and $153,350
for consultant costs. Approval of the appropriation adjustment will recognize $176,807of Bay Area
Council California Resilience grant funds into the Energy Conservation Program, Grant -Other
revenue account (No. 16217002-52040) and appropriate the same amount into the California
Resilience Challenge, Contract Services -Professional and Internal Departments Personnel
Charges expenditure accounts (No. 16217600-62300 and 16217600-65205). The funds will be
available for expenditure in Fiscal Year 2020-21.
Fiscal Year
Accounting Unit -
Fund Description
Accounting Unit - Account
Amount
Account No.
No. Description
Energy
California Resiliency
FY 2020-21
16217600-62300
Conservation
Challenge , Contract
$153,350
Program
Services -Professional
Energy
California Resiliency
FY 2020-21
16217600-65205
Conservation
Challenge, Internal
Departments Personnel
$23,457
Program
Charges
Total
$176,807
Fiscal Impact Verified By: Kathryn Downs, CPA, Executive Director — Finance and Management
Services Agency
Submitted By: Nabil Saba, P.E., Executive Director — Public Works Agency
Exhibits: 1. Grant Award
20Ci-2
Appropriation Adjustment and Approval of Agreement for SARTC Microgrid Feasibility Study
August 18, 2020
Page 3
2. Agreement TRC Engineers, Inc.
3. Grant Installment and Reporting Agreement
20C-3
EXHIBIT 1
Rossi, Jonathan
From: Adrian Covert <acovert@bayareacouncil.org>
Sent: Friday, May 29, 2020 11:42 AM
To: Anna Sciaruto; Julie Rowe; Kindig, Christy
Cc: Buckley, Melissa; Rossi, Jonathan; Wilson, Katie P.; Mangalekar, Dhananjay
Subject: Re: [EXTERNAL] FW: California Resilience Challenge Grant Updates
Attachments: Grant Application CRC1, 5-4-20, CK Signed.docx; Installment -Reporting Agreement - CoSA.docx
Christy and Team,
I'm pleased to share with you that the City of Santa Ana's application for the California Resilience Challenge
Grant 2020 Program has been approved! Please review, sign, and return the attached grant Installment and
Reporting Agreement, and sign the Grant Application that you previously submitted. My colleague Anna
Sciaruto will follow up with you on details about participating in our June 19 virtual launch with all the
grantees. Congratulations!
Best,
Adrian
Adrian Covert I Vice President, Public Policy I BAYAREA COUNCIL
353 Sacramento Street, 10th Floor San Francisco, CA 94111
o: 415-946-8746 1 c: 415-519-9141 www.bayareacouncil.org/loin
20t-4
EXHIBIT 2
AGREEMENT TO PERFORM MICROGRID FEASIBILITY STUDY FOR
THE SANTA ANA REGIONAL TRANSPORTATION CENTER
THIS AGREEMENT is made and entered into this 18th day of August, 2020 by and between
TRC Engineers, Inc. ("Consultant"), and the City of Santa Ana, a charter city and municipal
corporation organized and existing under the Constitution and laws of the State of California
("City").
RECITALS
A. The City desires to retain a qualified consultant to perform a microgrid feasibility
study for the Santa Ana Regional Transportation Center, having obtained grant
funding for such a project.
B. Consultant represents that it is able and willing to provide such services to the City.
C. In undertaking the performance of this Agreement, Consultant represents that it is
luiowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably
be expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform the services described in the scope of work that is attached as
Exhibit A.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services
under this Agreement, the rates and charges identified in Exhibit A. The total sum
to be expended under the terrn of this Agreement, including any extension periods,
shall not exceed $153,350.
b. Payment by City shall be made within forty-five (45) days following receipt of
proper invoice evidencing work performed, subject to City accounting procedures.
Payment need not be made for work which fails to meet the standards of
performance set forth in the Recitals and Scope of Work, which may reasonably be
expected by City.
3. TERM
This Agreement shall commence on the date first written above and terminate on August
17, 2021, unless terminated earlier in accordance with Section 17, below. The term may be
extended for one 1-year period upon a writing executed by the City Manager and City Attorney.
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4. PREVAILING WAGES
Vl 1 "XIIV1111C1 Lauul L.VUG iJCULIVII 1 /LV, el Seq.,
and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq.,
("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the
performance of other requirements on "public works" and "maintenance" projects. If the services
being performed are part of an applicable "public works" or "maintenance" project, as defined by
the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to
filly comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the
City, its elected officials, officers, employees and agents free and harmless from any claim or
liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer -employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exchsive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant
shall require all subconsultants to agree in writing that City is granted a non-exclusive and
perpetual license for any Documents & Data the snbconsultant prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data which were provided to Consultant by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City's sole risk.
7. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain
and shall require its subconsultants, il' any, to obtain and maintain insurance as described below:
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I
. Commercial General Liability Insurance. Consultant shall maintain commercial
general liability insurance naming the City, its officers, employees, agents,
be limited to protection against claims arising from bodily and personal injury,
including death resulting therefrom and damage to property, resulting from ally
act or occurrence arising out of Consultant's operations in the performance of this
Agreement, including, without limitation, acts involving vehicles. The amounts
of insurance shall be not less than the following: single limit coverage applying to
bodily and personal injury, including death resulting therefrom, and property
damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the
aggregate. Such insurance shall (a) name the City, its officers, employees, agents,
volunteers and representatives as additional insured(s); (b) be primary with
respect to insurance or self-insurance programs maintained by the City; and (c)
contain standard separation of insureds provisions.
Business automobile liability insurance, or equivalent form, with a combined single
limit of not less than $1,000,000 per occurrence. Such insurance shall include
coverage for owned, hired and non -owned automobiles.
a Worker's Compensation Insurance. in accordance with the California Labor Code,
Consultant, if Consultant has any employees, is required to be insured against
liability for worker's compensation or to undertake self-insurance. Prior to
commencing the performance of the work under this Agreement, Consultant agrees
to obtain and maintain any employer's liability insurance with limits not less than
$1,000,000 per accident.
d. I£ Consultant is or employs a licensed professional such as an architect or engineer:
Professional liability (errors and omissions) insurance, with a combined single limit
of not less than $1,000,000 per claim with $2,000,000 in the aggregate.
e. The following requirements apply to the insurance to be provided by Consultant
pursuant to this section:
(i) Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement.
(ii) Certificates of insurance shall be furnished to the City upon execution of
this Agreement and shall be approved by the City,
(iii) Certificates and policies shall state that the policies shall not be cancelled
or reduced in coverage or changed in any other material aspect, by
Consultant, without thirty (30) days prior written notice to the City.
(iv) Consultant shall supply City with a fully executed additional insured
endorsement.
f. If Consultant fails or refuses to produce or maintain the insurance required by this
section or fails or refuses to furnish the City with required proof that insurance has
been procured and is in force and paid for, the City shall have the right, at the City's
election, to forthwith terminate this Agreement. Such tennination shall not affect
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Consultant's right to be paid for its time and materials expended prior to notification
of termination. Consultant waives the right to receive compensation and agrees to
City.
8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, Consultants, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Consultant or its subcontractors, agents, employees, or other persons
acting on their behalf which relates to the services described in section 1 of this Agreement; and
(2) from any claim that personal injury, damages, just compensation, restitution, judicial or
equitable relief is due by reason of the terms of or effects arising from this Agreement. This
indemnity and 'hold harmless agreement applies to all claims for damages, just compensation,
restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the
events referred to in this Section or by reason of the terms of, or effects, arising from this
Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the
defense of the City, including fees and costs for 'special counsel to be selected by the City,
regarding any action by a third party challenging the validity of this Agreement, or asserting that
personal inj ury, damages, just compensation, restitution, judicial or equitable relief due to personal
or property rights arises by reason of the terms of,, or effects arising from this Agreement. City
may make all reasonable decisions with respect to its representation in any legal proceeding.
Notwithstanding the foregoing, to the extent Consultant's services are, subject to Civil Code
Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section
2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful
misconduct of the Consultant.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmless the City, its officers, agents,
representatives, and employees against any and all liability, including costs, and attorney's fees,
for infringement of any United States' letters patent, trademark, or copyright contained in the work
product or documents provided by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall mountain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all
LUl► 8
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Consultant under this Agreement.
11. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information" shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Consultant without reference to information disclosed by the
City.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interest and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services specified under this
Agreement.
13. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax 714-647-6956
Executive Director
Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
N'd� q
To Consultant: TRC Lngincers, Inc.
17911 Von Karman Ave, Suite 400
Attn: Paul David, Vice President
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
timetrarnes, weekends, federal, state, County or City holidays shall be excluded.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant regarding the subject matter herein, and supersedes any and all other agreements, oral
or written, between the parties. In the event of a conflict between the terms of this Agreement and
any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be
modified except by written instrument signed by the City and by an authorized representative of
Consultant. The parties agree that any terms or conditions of any purchase order or other
instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not
bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no
representations, inducements, promises or agreements, orally or otherwise, have been made by any
party, or anyone acting on behalf of any party, which are not embodied herein.
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement shall
be construed to limit the City's ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other Consultants retained by City.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
17. TERMINATION
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to
deliver to the City all work product completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Consultant consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
18. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, relation, sex, marital
status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited
by applicable law, in the recruitment, selection, training, utilization, promotion, termination or
other employment related activities or in connection with any activities under this Agreement.
Consultant affirms that it is an equal opportunity employer and shall comply with all applicable
federal, state and local laws and regulations.
19. JURISDICTION -VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
20. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement
21. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of
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this Agreement, and shall indemnify City fully, including reasonable costs and
attorney's fees, for any injuries or damages to City in the event that such authority
or power is not, in fact —held by the signatory or is wi idrawn.
b. All exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
Daisy Gomez
Clerk of the Council
APPROVED AS TO FORM
SONIA R. CARVALHO
City Attorney
By: 7V6.
Min M. Funk
Assistant City Attorney
RECOMMENDED FOR APPROVAL
Nabil Saba
Executive Director
Public Works Agency
CITY OF SANTA ANA
Kristine Ridge
City Manager
CONSULTANT
Name: ^ uz— /Y1, J)Avc di
Title: V(c Ey c 71 cry�1
l itof
-i 2
EXHIBIT A
'i TIRC
bow
CALIFORNIA RESILIENCY
CHALLENGE, TRC SCOPE
..AND BUDGET
1.1 Project Kickoff
The City of Santa Ana will work with professional services provider, TRC, to deliver this scope
of work. TRC will serve as the lead implementor of the work with support and oversight from
the City of Santa Ana.
Under this task, the City of Santa Ana will work with the CRC and Bay Area Council
Foundation staff to communicate project scope, goals, and constraints. Under this task, the City
will conduct the following kickoff activities:
♦ Schedule and conduct a project kickoff meeting, including determining the appropriate
attendees, setting the agenda, and delivering kickoff notes and meeting minutes for CRC
and the Bay Area Council Foundation staff
♦ Clarify project scope, goals, and constraints
♦ Define and establish use cases for each facility
♦ Identify the role of the facility in a resilience event, the critical loads needed in an outage,
and any additional loads expected to provide critical or emergency services
Task I Deliverables
♦ Kickoff meeting agenda
♦ Kickoff meeting minutes
♦ Final scope of work
2 Energy and Microgrid Resilience Analysis
On behalf of the City, TRC will perform the site -specific energy analysis and microgrid
resilience analysis. Under this task, the City and TRC will:
♦ Secure all relevant site information. TRC has previously collected and reviewed most
relevant data for SARTC, including equipment inventories, building plans, and utility
data. TRC will leverage their existing data for this effort, resulting in significant cost
savings. Additional data collection efforts include review for specific electrical, IT
infrastructure, structural, and critical loads not previously analyzed.
♦ Establish stakeholder consensus on definition of Tier 1 (critical), Tier 2 (priority), and
Tier 3 (discretionary) loads, business value of resilience, and community value of
resilience
♦ Conduct a site visit(s) to assess design constraints; load -shedding capabilities; and
assessment of monitoring, communications, and control equipment required for the site
♦ Calculate Tier 1, Tier 2, and Tier 3 loads for the site
♦ Determine the renewable generation potential for the site
20C-14 1 1 TRC
♦ Identify viability and available area for energy storage for the site
Determined ectrical-system-modil-ications-and- upgrades
♦ Review potential control technology and communication equipment
Task 2 Deliverables
♦ Working document outlining the result of the site visit and initial calculations needed for
conceptual design and economic analysis
1.3 Conceptual Design and Economic Analysis
TRC, on behalf of Santa Ana, will develop the site -specific conceptual designs; the engineering
staff that conducted the site visits will lead this development. TRC will produce conceptual
designs and will review the drawings and any solar PV simulation results with the City of Santa
Ana to determine the need for additional scenarios. TRC will produce summary reports for the
site. TRC will conduct the following activities under this task:
♦ Perform value of resilience (VOR) calculation for inclusion in financial analysis. VOR
will inform the decision -making process for deploying a solar -driven microgrid through
concrete $/kWh resilience values
♦ Optimize system design for the site based on critical load consumption projections,
production modeling, and operational assumptions
♦ Produce conceptual solar and storage design options for the site
♦ Refine system sizing and equipment locations for the site with the City of Santa Ana and
other stakeholders
♦ Perform economic modeling of the overall project with multiple financing scenarios
including cash, grants, leases, bonds, incentive programs (e.g., SGIP), and power
purchase agreements as applicable. This will include sensitivity and probability
projections.
Task 3 Deliverables
♦ Site visit to present and review findings
♦ In -person or conference call presentation with the City of Santa Ana including draft
conceptual design and initial economic analysis
1.4 Microgrid Feasibility Report
Under this task, TRC will develop a microgrid feasibility report based on the technical and
economic analysis that will occur under Tasks 2 and 3. The report will include recommendations
for the City of Santa Ana for the development and deployment of the SARTC resilient
transportation hub microgrid project.
Task 4 Deliverables:
Microgrid Feasibility Report that will include analysis results and recommendations
20C-15
1.5 City Council Presentation
Fallowing the-develapmeut- fthe-feasibility report, TRC-mll- upparttlre ty vi Santa Ana in
developing a presentation for the Santa Ana City Council. The presentation will review the
analysis and results of the feasibility study.
Task 5 Deliverables
♦ Final summary of the Microgrid Feasibility Report (inclusive of any changes that result
from TRC's recommendations to the City)
♦ Development of a PowerPoint presentation for City staff to use at the City Council
meeting
20C-16 31TRC
Job Title/Role
Vice President
$291
Associate Vice President
$239
Director of Engineering
$222
Assistant Program Manager
$160
Technician 1
$96
Technician III
$116
Project Engineer 1
$116
Project Engineer III
$143
Senior Engineer
$170
TRC Staff Rates by Title
Task #
Total
Labor
Budget
Total Travel Budget
Structural
Consultant
Budget
TRC Grand Total
Budget $153,350
TRC Budget per Task (see Section 1 for tasks)
20C-17
EXHIBIT 3
CALIFORNIA
RESILIENCE
CHALLENGE
Grant Installments and Reporting Agreement
Grants from the California Resilience Challenge shall be disbursed in installments determined by
the Resilience Challenge. All grantees of the California Resilience Challenge 2020 Grant Program
are required to complete and submit to the Challenge a Final Grant Report. Certain grantees
may also be required to complete and submit an Interim Grant Report. All grant reports must
adhere to the following guidelines and to the terms of the Request for Proposals and the Grantee's
Proposal Worksheet submitted to the Challenge.
Grantee
City of Santa Ana
Total Grant Amount
$176,807
Number of Installments
2
Date of First Installment
8/31/20
First Installment Amount
$88,403.40
Interim Grant Report Due
1/15/21
Date of Second Installment
1/15/21
Second Installment Amount
$88,403.50
Final Grant Report Due
8/13/21
Interim Grant Report
• Format: Microsoft Word; 12-point Times New Roman font. May include attachments for
pictures, budgets, etc.
Key Personnel (Names, titles, and contact information for grant manager(s) and other key
personnel)
P 415.946.5746 353 Sacramento Street, 10th Floor
20C-18 F 415.981.6408 San Francisco California 94111
• Executive Summary (500 words): Summarize milestones, accomplishments, successes,
setbacks, and obstacles that have occurred within the current reporting period.
• Completed Outcomes: Summarize by task all deliverables or outcomes completed during
this reporting period.
• Interim Findings: If applicable, what interim findings or success stories can you produce as a
result of your work during this reporting period?
• Financial Update: Provide a brief narrative explaining the grant's financial expenditures for
this period that includes cash and/or in -kind items. Do you anticipate major modifications to
the grants budget or workplace for the remainder of the grant?
Final Grant Report Format
• Format: Microsoft Word; 12-point Times New Roman font. May include attachments for
pictures, budgets, etc.
• Cover Page
• Acknowledgement page which recognizes that the project and report were produced with
funding from the California Resilience Challenge.
• Executive Summary (500 words)
• Table of Contents
• Key Personnel (Names, titles, and contact information for grant manager(s) and other key
personnel)
• Problem Statement (200 words): A description of the problem your project is seeking to
address and any other necessary contextual information
• Project Description (200 words): A description of the project methods and desired outcomes
• Project Results:
• Actual outcomes
• Barriers encountered
• External Factors
• Participating Stakeholders
20C-19
Lessons for other communities considering similar projects
• Next steps (additional planning, implementation, etc.)
• Bibliography and appendices (if applicable)
Kristine Ridge
Grantee Name (Print) Grantee Signature Date
Julie Rowe
Bay Area Council Foundation signature
APPROVED AS TO FORM
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IohA M. Psmk• Assistant City Aumwy
07/23/2020
Date
20Ci-20