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Home My WebLink About25A - AGMT WATER ALTERNATIVE STUDYREQUEST FOR COUNCIL ACTION CITY COUNCIL MEETING DATE: MARCH 6, 2018 TITLE: APPROVE AGREEMENT TO NEWCOMB ANDERSON MCCORMICK, INC., FOR A WATER ENTERPRISE ALTERNATIVE ENERGY FEASIBILITY STUDY (NONGENERAL FUND) (STRATEGIC PLAN NO. 5, 2) Y MANAGER RECOMMENDED ACTION CLERK OF COUNCIL USE ONLY: APPROVED ❑ As Recommended ❑ As Amended ❑ Ordinance on 1� Reading ❑ Ordinance on 2nd Reading ❑ Implementing Resolution ❑ Set Public Hearing For CONTINUED TO FILE NUMBER Authorize the City Manager and Clerk of the Council to execute an agreement with Newcomb Anderson McCormick, Inc., to conduct a water enterprise alternative energy feasibility study for the three-year period beginning March 6, 2018, and expiring March 5, 2021, with provisions for a two-year renewal option exercisable by the City Manager and City Attorney, in an amount not to exceed $75,000, including a $59,400 project fee and a contingency of $15,600, for the term of the agreement, subject to nonsubstantive changes approved by the City Manager and City Attorney. DISCUSSION The City provides potable drinking water and sewage collection for all of the City's residents and businesses. To accomplish this, the City owns and operates a water and sewer system that consists of 870 miles of pipe, 22 groundwater wells, 4 pressure control stations, 7 import water connections, 7 water booster stations, 8 reservoirs and 2 sanitary sewer lift stations. The groundwater wells, booster stations and sewer lift stations consume a significant amount of energy to pump water out of the groundwater basin, maintain water system pressure and maintain sewage flowing. One of the objectives of the City's Strategic Plan is to expand opportunities for conservation and environmental sustainability. In this spirit, the Public Works Agency, Water Resources Division, will explore the feasibility of implementing alternative energy solutions at water system sites throughout the City. The intent of this study is to complete an independent and unbiased alternative energy feasibility assessment that identifies which alternative energy resources have the greatest economic opportunity and practical application for the City's water systems and recommends the development of a variety of renewable energy projects. Staff prepared a Request for Proposals (RFP) which was advertised on the City's Planet Bids website, as well as the City website, on November 2, 2017. Eight proposals were received and evaluated by a selection committee. Six firms scored above the minimum acceptable score of 70. Listed below are the responding firms and their respective scores: 25A-1 Award Agreement for a Water Enterprise Alternative Energy Feasibility Study March 6, 2018 Page 2 Rank FIRM Location Score 1 Newcomb Anderson McCormick, Inc. Los Angeles 90.5 2 Sage Renewables Energy Consulting San Rafael 86.8 3 Alternative Energy Systems Consulting, Inc. Carlsbad 86.5 4 Point Energy Innovations San Francisco 83.5 5 Integral Group Encino 82.3 6 Alan Plummer Associates, Inc. Austin, TX 76.8 7 Infra Associates, LLC Los Angeles 66.8 8 Telvsium Energy Partners, LLC Norwalk, CT 52.3 Following evaluation and ranking of proposals, the fee rate schedule for the top ranked firm was opened and reviewed. In accordance with the RFP, staff recommends awarding a contract to Newcomb Anderson McCormick, Inc. Their proposal demonstrated a high technical competency and experience performing similar services. The proposal contained a clear path toward achieving City goals and objectives as required by the RFP. STRATEGIC PLAN ALIGNMENT Approval of this item supports the City's efforts to meet Goal #5 - Community Health, Livability, Engagement & Sustainability, Objective #2 (expand opportunities for conservation and environmental sustainability). ENVIRONMENTAL IMPACT There is no environmental impact associated with this action. FISCAL IMPACT Funds in the amount of $40,000 are budgeted and available for expenditure in the Water Administration and Engineering Account (No. 06017645-62300). Funds in the amounts of $55,000 for the subsequent fiscal years will be budgeted in each respective Fiscal Year. Funds are estimated to be spent as follows: Fiscal Year Amount FY 2017/18 (March — June) $20,000 FY 2018/19 (July -June) $40,000 FY 2019/20 (July -June) $10,000 FY 2020/21 (July -March) $5,000 TOTAL $75,000 Edwin "William" Galve , E. Acting Executive Director Public Works Agency Exhibit 1: Agreement APPROVED AS TO FUNDS AND ACCOUNTS: 11, Francisco Gutierrez Executive Director Finance & Management Services Agency 25A-2 AGREEMENT FOR PREPARATION OF WATER ENTERPRISE ALTERNATIVE ENERGY FEASIBILITY STUDY THIS AGREEMENT is made and entered into this 6th day of March, 2018 by and between Newcomb Anderson McCormick, 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. On November 2, 2017, the City issued Request for Proposal No. 17,118, by which it sought a consultant to prepare a Water Enterprise Alternative Energy Feasibility Study, B. Consultant submitted a responsive proposal that was selected by the City. Consultant represents that it is able and willing to provide the services described in the scope of work that was included in RFP No. 17-118. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable 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 contracting 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: SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work that was included in RFP No. 17-118 and as more specifically delineated in Consultant's proposal, which is attached as Exhibit A and incorporated in full, 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 B, The total sum to be expended under the term of this Agreement, including any extension periods, shall not exceed $75,000. This sum includes the (1) base fee of $59,400 plus (2) $15,600 for optional services to be performed at the sole discretion of City, 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. Exhibit 1 Page 1 of 8 25A-3 3. TERM This Agreement shall commence on the date first written above and terminate on March 5, 2021, unless terminated earlier in accordance with Section 16, below. The term of this Agreement may be extended for one 2 -year period upon a writing executed by the City Manager and City Attorney. 4. 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. S. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive 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 ("Docuinents & 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 subconsultant 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. 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subconsultants, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any Page 2 of 8 25A-4 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. b. 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. C. 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. If 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 termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation Page 3 of 8 25A-5 and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 7. 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 subconsultants, 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 injury, 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. 8. 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. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain 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 work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years fiom the date of final payment to Consultant under this Agreement, Page 4 of 8 25A-6 10. 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. 11. 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. 12, 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 Fax 714-647-5635 Page 5 of 8 25A-7 To Consultant: Newcomb Anderson McCormick, Inc, 1115 W. Sunset Blvd, Suite 805 Los Angeles, CA 90012 Attn: John M, Newcomb, Principal 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 deezned 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 time frames, weekends, federal, state, County or City holidays shall be excluded. 13. ENCUUSIVITY 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. 14. 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, 15. 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 broach, 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. Page 6 of 8 25A-8 16. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of 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. 17. 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, 18. 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. 19, 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. 20. 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 Page 7 of 8 25A-9 this Agreement, and shall indemnify City folly, 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 withdrawn. 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: MARIA D. HUIZAR Clerk of the Council APPROVED AS TO FORM SONIA R. CARVALHO City Attorney By: y , Jq6AM.Funk Assistant City Attorney Ra DKi7i51011Nei 00IIlt►]0"Outill a FRED MOUSAVIPOUR Executive Director, Public Works Agency CITY OF SANTA ANA RAUL GODINEZ 11 City Manager CONSULTANT Name:: Title: Page 8 of 8 25A-10 CW3` Water • _ Alternative Energy Feasibility Study RPP No. 17-118 INV=4114443 Newcomb I Anderson I McCormick £NF,RGY 4N G IN E E R 1130 A u 0 C0N4ULIING 1115 W. Sunset Blvd, Suite 605. LOS Angeles, CA 90012 www.newcomb.cc 213,9358352 25A-11 25A-12 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study i COVERLETTER .................................. ~~-^.~.~~~"~~.-.,......................................... 1-1 AGREEMENT STATEMENT ..................................... ....................... ........................................ 1.3 FIRM AND TEAM EXPERIENCE ......................................................................................... ...... 1`3 UNDERSTANDING OF NEED ....................................................................................... .... .... 1~l4 RELEVANT PROJECT EXPERIENCE ........................ ................................................................ 1'19 SCHEDULE................................. ........................................ ......................................... ....... 1`21 REFERENCES........................... ^.......................................................................................... 1-l2 SECTION 2:SCOPE OF SERVICES AND 3CHEDULE^...... ................................................. 2'1 SECTION 3:FEE PROPOSAL ............. ................................................................................ 3-1 Copyright (9 Newcomb Anderson McCormick 2017 �� -U�� CITY OFSANTA ANA 25A-14 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study 1-1 SECTION 1: Copyright O Newcomb Anderson McCormick 2017 25A-15 CITY OF SANTA ANA NLe. Newcomb Anderson I McCormick ENEROV ENGI.N[ERING AND CONSVLTJNO December 7, 2017 P-2669.01 Mr. Cesar Barrera City of Santa Ana Public Works Agency City Corporation Yard 220 South Daisy Avenue, Building A Santa Ana, CA 92703 Re: Request for Proposals for Water Enterprise Alternative Energy Feasibility Study To whom it may concern: Newcomb Anderson McCormick, Inc. (NAM) is pleased to submit the enclosed Proposal in response to the City of Santa Ana's (City) Request for Proposals to conduct a Water Enterprise alternative energy feasibility study, NAM has successfully provided these services for dozens of renewable generation projects on behalf of numerous clients, and welcomes the opportunity to provide the City with independent, expert renewable energy project consulting services. NAM is not 'affiliated with any manufacturer or service provider, and believes our extensive experience acting as an objective third - party on behalf of public sector clients is unparalleled In the industry. Newcomb Anderson McCormick is dedicated to workforce diversity, and we are a small business that is one-third woman owned. Please refer to our website, httb;//www.newcomb.cc for further information about our firm. if we can provide any additional information or answer questions about the attached, please contact me directly. All correspondence should be directed to me at the address, telephone, or fax number below, and ican be reached via e-mail at lohn newcombenewcomb.cc. NAM also brings one additional important aspect to this project: enthusiasm. We believe in the importance of renewable energy and energy efficiency and are committed to the reduction of demand on the world's natural resources and to protecting our climateWe look forward to working with the City on this extremely important program. :Sincerely, John M. Newcomb Principal 1115 W. Sunset Blvd, Suite 805 Los Angeles, CA 90012 213935.8352 www,newcomb.cc 25A-16 Proposal No. 2659.01 Water Enterprise Alternative Energy Feasibility Study 1-3 AGREEMENT STATEMENT Newcomb Anderson McCormick takes no exceptions and concurs with all provisions contained in the standard agreement attached as "Attachment 2: Standard Agreement" In the Appendix of the RFP. Newcomb Anderson McCormick, Inc. (NAM) is pleased to submit the enclosed Statement of Qualifications in response to the City of Santa Ana's (City) Request for Qualifications for a Water Enterprise Alternative Energy Feasibility Study. NAM has successfully provided these services for hundreds of renewable energy generation projects on behalf of numerous clients, and welcomes the opportunity to provide the City with independent, expert renewable energy consulting services. NAM has worked with municipalities, water districts, and utilities with diverse levels of scope and size, in each case coordinating with previous and future energy-related programs, and customizing projects to fit the client's needs. Newcomb Anderson McCormick is an energy engineering and management consulting firm devoted exclusively to solving energy and sustainability issues In both the public and private sectors. We are extremely familiar with all types and sizes of commercial,institutional, and industrial facilities and their energy -using systems, NAM's work is characterized by accurate and thorough technical analysis, conservative economic evaluation, and solid, buildable projects. Our engineers have reviewed, analyzed, developed or designed over 25,000 energy projects in over 10,000 buildings in the past 30 years. These projects have resulted in annual energy savings of over 300 million dollars. Each project was carefully analyzed or designed to reduce energy use and cost, increase operating efficiency; preserve human comfort and plant process requirements, and often adhere to unique historical, political, regulatory and environmental needs. NAM is not affiliated with any manufacturer or service provider, and believes our extensive experience acting as an objective third -party on behalf of public sector clients is unparalleled in the industry. The following statement of qualifications details NAM's overwhelming and unsurpassed experience with developing and implementing renewable energy generation programs and projects for public sector clients throughout California. Newcomb Anderson McCormick provides renewable generation procurement support for public sector clients throughout California and has been instrumental in the analysis and development of over 200 MW of renewable generation over the last three years alone. NAM's staff are leaders in the field of electricity self -generation, and have reviewed, implemented, and managed a broad range of renewable and advanced generation projects, including complete design -build solar photovoltaic system installations, numerous detailed photovoltaic feasibility studies, and the design and management of public sector photovoltaic programs. Our work developing renewable generation projects for public sector clients includes feasibility studies, economic and engineering analysis, technical review, permitting, utility interconnection, public relations, RFP development and review, site investigative field work, and subsequent construction management and commissioning. Our renewables business is comprised entirely of representing purchasers of renewable and self -generation systems, and we have no affiliation with any system integrators or suppliers. We are committed to providing Copyright © Newcomb Anderson McCormick 2017 25A-17 CITY OF SANTA ANA 1-4 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study our clients with the best independent counsel, enabling them to make key business decisions that are based on thorough and independent analysis. NAM focuses an developing projects that are both economically and environmentally beneficial, supporting clients across the entire project Iifecycle. �--,, - John M. Newcomb, Michael K. J. Anderson, P.E. and Ann L. 9 Profie"ssional Engineers {P.E) McCormick, P.E., Principals of Newcomb Anderson McCormick, Inc., 4 LEED Accredited Professionals - have been exclusively involved in energy engineering for 30 years. 10 Mester'slevel degreesIn They are widely recognized and respected for innovative energy Engmermg,Archifecture,Urban�` analyses and 'design contributions to large scale energy projects Plamm�gand8usiness� worldwide. Our staff of 24 full-time employees, including 9 mj�dmimstration registered Professional Engineers (P.E.$), five LEED Accredited AEE,Certified Energy N�' anagersy Professionals and one LEED Green Associate, has the requisite 'in- Membersh,s In house expertise, experience, and resources to perform all phases of ,Call�ortiia Energy Efficiencygti,, renewable and advanced energy generation projects. Our Southern ,lridustry CoukIf`,, a California office, located In downtown Los Angeles, will serve as the o ASIj�RAE �: central location from which all NAM's work will be conducted, and }} oAssoctationofEpergy will ensure that our staff maintains an appropriate local presence Ergm�eers F r throughout the duration of the effort. All of the team members are o Insttute of Electncal antl regular, full-time employees in the NAM office, thus we bring to this Electronics Engineers2,1h work an extremely capable, organized team with years of experience o SocfaCy of Women Engineers s working together on large complex projects. All team members have worked extensively with California public sector clients, providing technical and project management services for energy efficiency and renewable generation projects. The particular skills and past experience of each team member that will be assigned to this contract are provided below. John M. Newcomb, Principal, will serve as the main contact for all work associated with this proposal,_ He will be ultimately responsible for all project management activities, continuously reviewing staff efforts, participating in major presentations and meetings and providing direction and leadership as required. John brings over 25 years of continuous program and project management experience In energy programs worldwide. As the current Principal' n charge of multiple statewide energy efficiency partnerships, Mr. Newcomb is extremely familiar with the unique challenges involved In developing and administering large, complex energy programs and projects. Mr. Newcomb holds a Master of Architecture from the University of California, Los Angeles and Is an active member of AIA, IES, AEE, APEM, and CSHE, Michael K. J. Anderson, P.E., Principal, will be responsible for overseeing the engineering and technical elements of the proposed work. As the firm's Chief Engineer with over 30 years of experience in the energy Industry, Mr. Anderson is responsible for the technical quality of all engineering analyses and design, overseeing the engineering staff, and providing technical assistance and training to the engineering staff. Mr.. Anderson's extensive expertise includes all aspects of energy engineering projects, including renewable generation, energy efficiency analysis, energy management, PV systems, HVAC systems, central plants, cogeneration, and retrocommissioning.. Mr. Anderson holds a Master of Engineering and B.S. in Mechanical Engineering from Harvey Mudd College. He is a registered Professional Engineer (Mechanical) In California. Steven W. Clarke, P.E., Director, will provide project management support for all technical aspects of this effort, and will be responsible for coordinating all NAM efforts from our offices in Los Angeles. Mr. Clarke has deep and broad experience with energy efficiency measures at a wide variety of facilities, and has conducted field audits, CITY OF SANTA ANA 25A-18 Copyright ©Newcomb Anderson McCormick 2017 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study 1-5 energy use analyses, measurement and verification, and contractor oversight for Institutional, commercial, and Industrial facilities. He currently leads NAM's efforts to provide project development and technical support for public sector clients in SCE and SCG territory. Leveraging this experience in working closely with schools and the IOUs, Mr. Clarke also consults for the SoCal Regional Energy Network, a program designed to complement existing IOU energy efficiency services and assist participating agencies with converting technical recommendations into implemented projects. Mr. Clarke holds a Bachelor of Science in Mechanical Engineering from Lehigh University, Bethlehem. Kyle S. Manahan, P,E., Director, will provide engineering and technical support for all activities associated with the program. Mr. Manahan has provided feasibility analyses, technical review, and cost/benefit calculations of PV systems sized 1MW and above to multiple K-12 Districts, Community College Districts and municipalities throughout California. Fie will be fully available for the duration of the project. He holds a Master of Civil Engineering from the University of Colorado, Boulder. Luis Cecco, LEED GA, Energy Engineer, will provide engineering and project management support for all work associated with this proposal. Mr. Cecco has worked extensively in Mexico, both as a project manager for the Cuzcatlan Mining Company in Oaxaca, and supporting the Grupo Construccciones Planificadas' energy efficiency and renewable generation efforts in Hermosillo. Mr. Cecco holds a Masters in Natural Resources and Environment — Sustainable Systems from the University of Michigan, and a Bachelor of Engineering In Civil and Environmental Engineering from the Techilogico De Monterrey in Monterrey, Mexico, Justin Munda, Energy Engineer, will also provide engineering support for all work associated with this proposal. Mr. Munda is specifically experienced in the development and analysis of energy efficiency and renewable generation projects, and has been providing these services on behalf of the California Community Colleges - Investor Owned Utility (CCC -IOU) Statewide Energy Efficiency Partnership and other clients. Mr. Munda holds a Bachelor of Science in Environmental Engineering from the University of California, San Diego. Daniela Aramayo, Project Manager, will provide project management support for all Energy Engineering and Climate Action Planning tasks, with a focus on data collection, benchmarking and performance monitoring, and reporting. Ms.Aramayo is responsible for contributing to the development and management of energy efficiency and renewable programs and projects, and has played a key role in supporting California statewide energy efficiency Partnerships and supporting sustainability efforts at a wide variety of facilities. Ms. Aramayo holds a Bachelor of Science in Biology from Brown University and is fluent in oral and written Spanish. Copyright © Newcomb Anderson McCormick 2017 25A-19 CITY OF SANTA ANA 1-6 Proposal No. 2669.O1 Water Enterprise Alternative Energy Feasibility Study lanm G�(foeaid PE "=23'en�a%Engineer. jX 3 w bomin}<M Mollnad P E� Me4ha�cal Eoglneer`�� Renp UbnV r - f 'Eger Engineer sk Newcomb�Anderson�McCormick ceexpv 4xc r(ecp�&G nxa cans uc�.rvp. 3 � �'� ulordenl Goily`yx:�� FnetgyEBglaeer.,g° �?�� JusUn L�.iunda� ��'�'?Energy EtiB �eey'�, F 3 4 Amy Chtan6 Lukes Cerin � � %`'^�� `� �' Energy Engineer Energy Eng neer 25% Kyle Manahan 10% i' pudreyL Rempher 40% Justin Munda 40% Energy €nBigeur 10% ------------- '�EN6iNEEPIHG SI'AEE CITY OF SANTA ANA u�t$�nl'r�m mm Mai germs � los'fi av 5 eabceck ��"� �... fix, - � gel � �"i DaiissN^,,ela Aramayo �,, ° �Eil�leet�71 ager jgg�,� �Wzz„denagJ€i te7polG ,T � -}� dYF�vlsna8ar 3 may; Mary Leatherman Homan Reaavr Aacpunt�g PROGRAM MANACEMENTSTAFF � JohnNewcomb5% � • a a Mike Anderson 5% Steven Clark 25% Kyle Manahan 10% Lu1s Cecco 40% Justin Munda 40% Daniela Aramayo 10% 25A-20 Copyright © Newcomb Anderson McCormick 2017 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study 1.-7 JOHN M. NEWCOMB EDUCATION PRINCIPAL Master of Architecture, University of Newcomb Anderson McCormick California, los Angeles CA As Principal of Newcomb Anderson McCormick, Inc., Mr. Newcomb has [3A, Design, Universitybf California, over 35 years of experience in program and project management of large , EA, eley,.CA scale energy programs as well as energy-efficient architectural, electrical, , and mechanical design of institutional and commercial facilities. ° California Society far Hospital Mr. Newcomb has participated in worldwide energy efficiency programs /iREAS OPSPECIALIZATION Involving numerous utility, municipal, state and federal programs. Mr. ,s Program Management Newcomb has pioneered advances In various technologies including a Regulatory Analysis refuse -derived fuel plants, energy-efficient industrial laundries and ' + program Developrtient natural and artificial energy-efficient lighting. Mr. Newcomb co-authored._� - 1 EneW7 Efficient Design "An Integrated Siivicultural Biomass Plantation as an Alternative Fuel $ -rgy Source;" a major design of a 12,000 -acre biomass plantation for the fArchrtecture Hanford Reservation In Richland, Washington. In addition, Mr. Newcomb ;;A Ughting Design r„. has published papers on energy efficient design for the International '® t3uGdmgs Energy Analysis Conference on Energy Use Management in Los Angeles, California and t ;z Berlin, Germany. Mr. Newcomb is the firm's cognizant officer, responsible ''s, pRpPESSION AI AFFILIATIONS"' for overall program oversight and success. -• !'oGAiFre.J Cnarmr:A: Air... ncia+<< SELECTED PROJECTS �``$ Certified Lighting'Efficiency • City and County of sen Francisco Public Utilities Commission professional and 'Certified Energy Program executive: for variety of projects performed for the City and = Auditor, Association of Energy -' County of San Francisco Public Utilities Commission, including Hetch Engmeers Hetchy Water and Power and the Bureau of Energy Conservation Services have included. preliminary energy audits, comprehensive f -ilium inaUngEngi eenng5ociefy,1 energy audits, technical evaluation of proposed efficiency measures, ° California Society far Hospital new construction design review for energy efficiency, proposal review Engir eering'Develbprnent and due diligence for new power generation projects, design + Association of Professional Energy assistance, resource planning and otnerservlcesfor City facilities, Managers + K-12 School District Prop 39 Project Development and Support Program executive overseeing firm's efforts to support -K•12 school Districts throughout .California with the development of Energy Expenditure Plans and implementation of Prop 39 -funded projects Districts include Brea -Olinda USD, Azusa USD, Fremont USD, Trinity County Office of Education, Palm Springs USD, Lincoln USD and Twin RiversUSD. • Renewable Generation Projects for Public Sector Clients Program executive managing and overseeing the analysis, development, procurement, ,and implementation of renewable generation photovoltaic (PV) projects for numerous municipalities, school districts, community colleges, and universities, the East Bay Regional Parks District (EBRPD), the San Bernardino. Associated Governments (SANBAG), California Reclamation Districts, and the Energy Coalition's Southern California Regional Energy Network soCAL REN), as well as managementsupport of the California Public Utilities Commission's evaluation of the California Solar Initiative. Copyright @ Newcomb Anderson McCormick 2017 CITY OF SANTA ANA 25A-21 1-+8 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study MICHAEL K.J. ANDERSON PE PRINCIPAL Newcomb Anderson McCormick As Principal of Newcomb Anderson McCormick, Mr, Anderson is responsible for the technical quality of all engineering analyses and design, overseeing the engineering staff, and providing technical assistance and training to the engineering staff. Mr. Anderson has over 95 years' experience working exclusively in the field of energy management, and has performed energy efficiency analyses and design for buildings on five continents, including printing plants in Scotland and England; hotels in Brazil; hospitals In Australia, Japan, Guam; and thousands of buildings in the US, from Alaska to New York. Mr. Anderson has evaluated the energy efficiency of ceramics production lines, office towers, nuclear processing facilities, medical centers; laundries, steel mills, hotels, biotech facilities, prisons, college campuses, military Installations, printing plants, research laboratories, and coal, oil, and nuclear steam, plants. SELECTED PROJECTS • Statewide Energy Efficiency Partnerships Established program standards, performed technical review of contractor work and approved project savings for Retrofit Projects and MBCx Projects in Statewide energy efficiency programs, including the UC/CSU/IOU. Partnership and the CCC/IDU Partnership. Management and oversight of public goods charge (PGC) funded program that serves the 33 -campus UC and CSU systems. Involved approximately $350 million in energy efficiency upgrades statewide, with PGC funds contributing over $60 million of the total, resulting In approximately $50M in annual. operating savings. Performed. project identification and technical due diligence for over 40 projects at California Community Collegecampuses on behalf of Southern California Edison and SoCal Gas. • K-12 School District Prop 39 Project Development and Support Chief engineer overseeing all engineering work In support of Prop 39 - funded projects at K-12 school Districts throughout California, including Trinity County Office of Education, Brea -Olinda, Azusa, Fremont, Palm Springs, Lincoln and Twin Rivers. • Renewable Generation Projects for Public Sector Clients Chlof Engineer overseeing all technical and engineering work associated with the analysis, development, procurement, and implementation of renewable generation projects for municipalities, school districts, community colleges, and universities, the East Bay Regional Parks District (EBRPD),. the San Bernardino Associated Governments (SANBAG), California Reclamation Districts, and the Energy Coalition's Southern California Regional Energy Network (SoCALREN).. CITY OF SANTA ANA 25A-22 Copyright © Newcomb Anderson McCormick 2017 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study 1-9 STEVEN W. CLARKE PE REGISTRATION DIRECTOR "Registered Professional Engineer Newcomb Anderson McCormick (Mechanical), California As a Director for Newcomb Anderson McCormick with over 14 years' <{EDUCATION experience, Mr, Clarke heads NAM's southern California office, building BS Mechanical Engineering, Lehigh upon NAM's existing relationships and expanding their Influence Into '" University,Bethlehem, PA Southern California. Working not only with IOUs, Municipal Utilities and Local Governments but also directly with the end customers, Mr. Clarke 'Certificate pf Automotive Enterprise and his team focus on designing and Implementing innovative and cost effective programs and providing top-notch technical resources to the j Studies, Fairlelgh Dickenson Universlty,� utilities and end customers. Mr. Clarke Is also responsible for developing ; NJ and managing the strategic direction of energy efficiency programs and projects. Mr. Clarke has a demonstrated ability to combine both AREAS OFSPECIALI2ATION ., interpersonal skills and collaborative management practices to lead hisStrategic Program Development & ': teams to deliver projects Which consistently exceed his client's goals and Evalua> tan reach completion on schedule and within budget. SELECTED PRQJECTS"• Program and Project Management • CCC Technical Assistance and Program Design t'• ,. Contract Management, Works closely with the CCC/IOU Statewide Partnership (including ` s Energy Audits and ProfecC pato LADWP) to provide technical assistance and advisory services to end '-Analysis customers, including New Construction, Retrofits, MBCx and Demand Incentive Pro ra A hcations g pP Response. Manages NAM's efforts to identify: energy efficiency and DR - , Retrocbmmissioning - opportunities and to provide customers with a roadmap to implementation. Designs and Implements pilot efforts to evaluate RCx • Process Improverttent,. at CCC campuses and other smaller facilities. Guides his team to "• `Produ&Training ��+ leverage available utility incentives and rebates to Improve project = o Boildink Energy5irnulatfons viability through an In-depth understanding of ,how programs work and ;. Measurement and Verification how best to maximize incentives and energy savings, Advises CCC Sola rFeasibilltyModeling Partnership Management Team on new program offerings and projectGrant • Wr[tingJEvaluatian development opportunities. • PG&E Core Retrocommissioning Program • 10C Contracting Assisted with the development, management and growth of PG&E's energy efficiency RCx program, ultimately delivering over 120 paid PROFESSIONALAFFILIATIONS-` projects and 61M kWh of energy savings. Closely involved with the • Association of Energy Engineers, development and implementation of the program, including Southern California establishment of program policies, processes and technical guidelines, ` • California Commissioning as well as oversight, management and training of numerous program Collaborative stakeholders, including utility staff and contractors. a California Energy Efficiency • The City and County of San Francisco Industry Council Managed Energy Efficiency retrofit projects funded by the San Francisco Public Utility Commission's Power Enterprise and General Fund contracts. Provides engineering support and project management during of all phases of the projects from auditing to post - Install savings Copyright © Newcomb Anderson McCormick 2017 25A-23 CITY OF SANTA ANA 1-10 Proposal No. 2659.01 Water Enterprise Alternative Energy Feasibility Study KYLE B. MANAHAN PE DIRECTOR Newcomb Anderson McCormick As a Director with Newcomb Anderson McCormick, Mr. Manahan leads efforts to develop and manage solar programs for the K-12 school districts, universities and community colleges, and municipalities. Mr. Manahan has a demonstrated ability to combine creativity, strategic planning, and detail -oriented execution necessary for effective program management. Mr. Manahan is familiar with end-to-end support for solar Implementation Including solar feasibility studies, existing facility energy audits, board support, Request for Proposal creation, proposal evaluation, contract negotiations, solar design review, technical construction oversight, commissioning oversight,solar project closeout,. and solar system monitoring,: SELECTED PROJECTS • Foothill DeAnza PV Project Supported Foothill DeAnza College's development of a 1.3 MW tracking system project. Managed the technical design reviews and approvals, advised on construction issues; and ensured that the project provided a positive netfinanclal benefitto the district. • City of Palm Springs Currently supporting, City of Palm Springs In their efforts to procure solar across 14 sites, Each site has unique requirements with various system types including solar shade structures, roof mount solar, and ground mount solar. The total portfolio contain over 3.2 MW of solar power,. • County of Alameda R -REP Provided 'technical consulting to County of Alameda joint Regional Renewable Energy Procurement (R -REP). The R -REP includes 19 public agencies for a total of over 180 sites developed with renewable energy systems totaling 30 MW throughout Alameda, Contra Costa, San Mateo and Santa ClaraCounties. Mr. Manahan provided guidance in initial site feasibility studies; RFP creation, and proposal evaluation support Project financials were provided for every site during the evaluation process for both PPA and ownership scenarios. • Pajaro Valley USD Supported PVUSD to assist In the development of approximately 1 MW of direct purchase solar across five school sites. Managed the technical design reviews and approvals; advised on construction issues, and ensured that the project provided a positive net financial benefit to the district. • Canada College Supported San Mateo. Community College District development of a 1 MW direct purchase ground mount system project. Managed the technical design reviews and approvals, advised on construction issues, and ensured that the project provided a positive net financial benefit to the district. CITY OF SANTA ANA 25A-24 Copyright © Newcomb Anderson McCormick 2017 Proposal No. 2659.01 Water Enterprise Alternative Energy Feasibility Study 1-11 LUIS H. CECCO ENERGY ENGINEER Newcomb Anderson McCormick As an Energy Engineer with Newcomb Anderson McCormick, Mr. Cecco contributes to the implementation and analysis of energy efficiency projects, Providing engineering support, Mr. Cecco performs energy analyses for commercial, Industrial and government projects as well as optimization of utility Incentives for these projects. Mr. Cecco has experience in construction management and renewable energy project development. SELECTED PROJECTS California Community College and Investor Owned Utility (CCC/IOU) Energy Efficiency Partnership Provides engineering due diligence support for energy efficiency retrofits, conducting site. inspections, performing :energy savings analysis, technical reviews of contractor work and supporting overall program management. This public's good charge (PGC) funded program,: which is part of the IOU 2010.2012 energy efficiency program cycle, is a $22 million statewide program that serves the 112 campus California Community College system, and has set aggressive savings goals of 84 million kWh, 2.5 million therms, and peak demand savings of 19 MW, Brea Olinda Unified School District K-12 Prop 39 Assistance Provides management and technical services to Identify and calculate energy efficiency measures to be funded by Prop 39, Phase 1- Project Identification: Benchmarking, ASHRAE ,Level II Audits, .engineering development, and CEC reporting and tracking. Phase 2 - Project Implementation: Developing technical bid process and providing technical oversight during the implementation process. Citrus College Currently supporting Citrus College in the development of direct purchase solar system at its main campus. Managing the technical design review and approval process, advising on construction issues, and ensuring that the project provides a positive net financial benefit to the College. City of Manhattan Beach Provides energy engineering support for NAM's project development, outreach, and funding activities for energy efficiency and renewable generation projects at the City of Manhattan Beach. San Diego County Office of Education Works closely with the office's Energy & Resource Management Specialist to craft an RPP for solar project procurement, Including the Installation of several electric vehicle charging stations, with various financing options. Reviews proposals, and helps to short-list vendors. Determines the. net -benefit to the college for thebest proposals. Copyright 0 Newcomb Anderson McCormick 2077 25A-25 CITY OF SANTA ANA 1-12 Proposal No. 2569.01 Water Enterprise Alternative Energy Feasibility Study JUSTIN L. MUNDA ENERGY ENGINEER Newcomb Anderson McCormick As an Energy EngineerwithNewcomb Anderson. McCormick, Mr. Munda. contributes to NAM's Southern California presence, building upon NAM's existing relationships and expanding their influence In the area. Mr. Munda is responsible for the. implementation and analysis of energy efficiency projects. Mr. Munda provides engineering support by performing: energy analyses for commercial, industrial and government projects as well as optimization of utility incentives for these projects. SELECTED PROJECTS California Comm unity College and Investor Owned Utility (CCC/IOU) Energy Efficiency Partnership Provides engineering due diligence support for energy, efficiency retrofits, conducting site inspections, performing energy savings analysis, technical reviews of contractor work and supporting overall program management. This public's good charge (PGC) funded program, which Is part of the IOU 2010-2012 energy efficiency program cycle, 1s a $22 million statewide program that serves the 112 -campus California Community College system, andhas set aggressive savings .goals of 84 million kWh, 2.5 million therms, and peak demand savings of 19 MW, California Community Colleges Prop 39 Project Development and Implementation Provides energy engineering support for NAM's project development, outreach, tracking, and funding activities for Proposition 39 -funded projects at the California Community Colleges. Palm Springs Unified School District Energy Efficiency Program Development Provides engineering support for the development of an energy efficiency program for the Palm Springs School District by conducting site Inspections, developing potential energy efficiency measures, and performing energy savings analysis; CITY OF SANTA ANA 25A-26 Copyright© Newcomb Anderson McCormick 2017 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study 1-13 DANIELA ARAMAYO PROJECT MANAGER Newcomb Anderson McCormick As a Project Manager with Newcomb Anderson McCormick, Ms. Aramayo Is responsible for contributing to the development and management of energy efficiency and renewable programs and projects. Her attention to detail ensures that regular updates are correctly made across various project tracking platforms and that the reports she generates are accurate and illustrative of current program and project status. With an eye for operational efficiency, Ms. Aramayo is consistently Innovating and streamlining existing processes to ensure that they can be completed in the most cost effective manner. SELECTED PROJECTS California Community College and Investor Owned Utility (CCC/IOU) Energy Efficiency Partnership Provides administrative support and program management for energy efficiency retrofits through database maintenance and development, project tracking, and report generation. This Public's Good Charge (PGC) funded program, which is part of the IOU 2013.2015 energy efficiency program cycle, is a $22 million statewide program that serves the 112 -campus California Community College system, and has set aggressive savings goals of 84 million kWh, 2.5 million therms, and .peak demand savings of 19 MW. California Community Colleges Prop 39 Project Development and implementation Provides project management support for NAM's project development, outreach, tracking, and funding activities for Proposition 39 -funded projects at the California Community Colleges. Ms, Aramayo Is responsible for the Intake and processing of all required forms to certify appropriate use of rate -payer money, as well as regular and ad-hoc reporting on project status to a variety of stakeholders using multiple different tracking tools. State of California -SCE Partnership Provides. project management support for NAM's technical project development and support of State of California projects, Ms. Aramayo is the central hub for information flow for all efforts, keeping meticulous records and tracking NAM's different project related efforts. She works closely with NAM's engineers and program managers to support their data needs, ensuring data integrity and accuracy of reporting. Copyright Q Newcomb Anderson McCormick 2017 25A-27 CITY OF SANTA ANA 1-14 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study NAM seeks to provide the City's water and sewer enterprises with an independent and unbiased alternative energy feasibility study. NAM is not affiliated with any manufacturer, financer or contractor, and believes our extensive experience acting as an objective third -party acting on behalf of public sector clients is unparalleled in the Industry, :NAM will evaluate the potential for development of a variety of renewable energy projects. The aim of the evaluation will be to provide the City with those alternative energy resources that provide the greatest economic opportunity and practical application. NAM will determine the demand of the Enterprise's facilities. NAM will work with the utilityand City personnel to understand the historical energy consumption and demands. The Investigation will be technology neutral. A thorough summary of the Enterprise's energy use will be provided. NAM will analyze the available renewable energy resources available to the Enterprise. This analysis will provide an in depth discussion and evaluation of each resource and include business cases that consider utility costs, capital costs, operation & maintenance costs, financing, andenvironmentalconcerns. NAM will identify those projects with the greatest potential for economic, operational, and environmental success. NAM's recommendations will highlight the best projects and outline next steps for procuring these projects. NAM's extensive efficiency and renewable expertise is the basis of our technical and financial analysis. NAM's working knowledge of field products provides invaluable insight into actual performance and financial returns of a wide variety of renewable applications. The scope of technical and financial analysis performed for the renewable energy projects listed above varied from project to project, but typically involved some combination of site audits, feasibility studies, development of RFPs and bid packages, assistance with evaluation and selection of contractor proposals, and construction management support. NAM has robust working knowledge of Power Purchase Agreement (PPA) requirements; Net Energy Metering (NEM) programs, utility interconnection processes, design build solar procurement, and shifting solar regulations (NEM2.0). A detailed discussion of NAM's expertise and experience in each of these areas is provided below. Site Analysis and Investigation Newcomb Anderson McCormick believes understanding a site's energy usage is vital for determining how renewable generation projects should be Implemented. NAM's in-house engineering staff has years of experience performing on-site energy audits. NAM regularly provides auditing services to clients, including those in the water and wastewater treatment sectors, with scopes of work ranging from facility walk-throughs to in- depth ASHRAE Level II and III audits. NAM also uses our pump optimization, mechanical control system, and industrial energy auditing experience to provide energy efficiency audits at water facilities. NAM evaluates the energy efficiency opportunities available at water facilities because they use a tremendous amount of energy annually and there are often exceptional opportunities to save energy by improving processes and/or enhancing existing energy using systems. Working closely with plant operations personnel, NAM carefully analyzes the existing treatment processes, control systems; daily and annual process load data, past/future upgrade plans, and more to determine how the system can be enhanced to save energy, NAM's experience with wastewater treatment facilities includes performing site surveys, reviewing energy trend data, designs and 'system load forecasts, and creating energy savings estimates for wastewater treatment facilities for the Delta Diablo Sanitation District and Central Contra Costa Sanitary District as part of P6&E's Savings by Design program, among others. Due to NAM's energy engineering experience with wastewater treatment plant condition assessments and process evaluations, NAM has also served as a key team member of the Southern California Regional Energy Network (aka The Energy Network) during its wastewater treatment plant energy efficiency CITY OF SANTA ANA 25A-28 Copyright © Newcomb Anderson McCormick 2017 Proposal No. 2665.01 Water Enterprise Alternative Energy Feasibility Study 1-15 audit process improvement effort. For that initiative, NAM authored The Energy Network's wastewater treatment plant audit process flow charts and provided review and comments on the wastewater treatment plant audit guidelines. Newcomb Anderson McCormick's work is scaled to the project size and according to the client's needs.NAM's clients benefit from a streamlined approach to energy auditing and feasibility studies, which involves performing as much up -front research and preparation as possible, such as analyzing utility usage data and scrutinizing site plans. Typically, this phase of a project is begun with a kick-off meeting with City staff, after Which NAM performs site walks of each location to determine opportunities and identify design constraints for each project. NAM analyzes technical issues such as PV technologies for consideration, array sizing, fixed vs. tracking system considerations, Data Acquisition System requirements, and the location of inverters, transformers, switchgear. We evaluate the physical conditions that will affect system design including site and building physical characteristics, solar orientation, shading issues, and aesthetics. Newcomb Anderson McCormick then reviews energy usage data for each site to understand facility electric load and confirm potential PV system sizing to comply with NEM regulations at each site. NEM is a special billing arrangement that provides credit to customers with solar PV systems for the full retail value of the electricity their system generates, generally not to exceed total annual net energy usage. If the City does not possess the details necessary from utility electric bills to perform this review, NAM requests the required time -of -use information from the utility to perform an 8,760 -hour load analysis. NAM works with City staff to identify load growth impacts from the facilities master plan and bond -financed new construction projects underway at the City so that a complete picture of long-term electricity loads are considered prior to sizing PV systems. Where electric loads are relatively small and are unlikely to support significant new generation that complies with NEM limitations, NAM explores opportunities to utilize utilities' Renewable Energy Self -Generation Bill Credit Transfer (RES -BCT) tariff.. RES -BCT works similar to net metering, but any excess generation at one location can be transferred to another account under the same ownership for local government and school district customers. This approach may result in significantly more total PV generation for the City than the standard NEM approach with corresponding economic benefits. There are many conditions associated with utilizing the REC-BCT tariff that need to be evaluated further by NAM to ensure its applicability. One recent example of this analysis which might apply directly to the City Is the East Bay Regional Parks District (EBRPD). This consists of approximately 50 parks distributed over two counties, some with multiple electric meters. NAM evaluated the potential to Install PV at every park after the implementation efficiency measures. NAM also evaluated the potential fora RES -BCT project at a single park site, which would supply the entire District's PV needs with one system of 1.5 MW. The economic benefit was not as strong when using RES -BCT; however, it was determined that the increased economy of scale achieved by installing one large system Instead of 50 small, distributed PV systems would significantly offset the lower savings associated with the RES -BCT option. A similar result may result from the EMWD project analysis. The status of RES -BCT and the solar friendly SCE rate, Option R, should be monitored closely as they may be Integral in the justification of this project. Where appropriate, NAM researches these conditions and holds discussions with the utility, and documents results in the Feasibility Study if this tariff is suitable for the project. NAM is also familiar with Aggregate Net Energy Metering and has assisted several clients in utilization of this tariff to offset multiple meters on contiguous properties. Newcomb Anderson McCormick also analyzes utility interconnection issues for the new PV systems at each site from both a regulatory and technical standpoint, including utility Rule -21 interconnection regulations. NAM reviews copies of architectural plan view and topographic drawings of each site, as well as electric single -line Copyright O Newcomb Anderson McCormick 2017 25A-29 CITY OF SANTA ANA -16 Proposal No. 2569.01 Water Enterprise Alternative Energy Feasibility Study diagrams and site electrical conduit and switchgear location arrangement drawings to evaluate potential service tie-in locations and routing of trenching and new conduits. NAM is paying close attention to SCE's NEM program as it reaches its current capacity. We anticipate the current NEM program to be fully subscribed around April 2017. We are following the California Public Utilities Commission (CPUC) regulations for the NEM successor (NEM2.0). NAM Is currently working in the SDG&E territory, which has already shifted to NEM2.0 and will be able to provide a working knowledge of NEM2;0 and its new structure. We currently have the ability to estimate the addition costs associated with NEM2.0. Fortunately, these costs are manageable and allow solar project to remain financially viable. Finally, NAM conducts a review of relevant legislation, regulations, incentives, and proposed financing to ensure our analysis is comprehensive across all of these dimensions. Our review includes analysis of the current California Solar Initiative (CSI) rebate rates, when they are projected to end, and a recommended approach to take advantage of the maximum available rebates while minimizing risk to the City. NAM also assists the City with the preparation and submittal of the CSI application at the appropriate time. Currently the CSI incentives are fully subscribed, Should additional CSI incentives become available, NAM is well versed in the entire application process Including using PowerClerk, scheduling to meet the mandatory milestones, and meeting the final construction date. Feasibility Studies Typically our team confirms the optimum renewable technology to be employed, e.g. PV, solar thermal; fuel cell, or wind; validates the assessment of the physical conditions that will affect system design including shading Issues, building and roof orientation, civil and structural engineering issues, geological conditions, and aesthetic issues; and confirms the technical issues such as system sizing, technology, and location of equipment (fuel cells, PV arrays, inverters, switchgear, etc.), and other design elements are documented appropriately. Potentia( locations are evaluated, including parking lot photovoltaic shade structures and rooftop and ground mounted photovoltaic systems. CITY OF SANTA ANA 25A-30 Copyright O Newcomb Anderson McCormick 2017 Proposal No, 2569.01 Water Enterprise Alternative Energy Feasibility Study 1-17 Construction Cost Trends of Solar Projects ($/W DC) $8.00 $7.00 $6.00 _..._ _. _.... $5.00 $4.00 —CSI Projects (non-residential) $2.00 :NAM projects_ ._ $1.00 2009 2010 2011 2012 2013 2014 2015 2016 Source: Nonresidential projects from California Solar Statistics Our team then uses NAM -developed models to ensure consistency across sites and to facilitate the rapid development of the analysis. Our models take into account technology, system size, forecast production, utility savings, site characteristics, and other factors, enabling the evaluation of multiple scenarios across hundreds of sites. NAM's financial models allow for timely and accurate predictions on various applications' costs and benefits. We have worked with customers independently of PV system suppliers to drive our customers' costs lower than industry averages. Our focus on accurate site assessments, robust technical specifications, and public sector procurement best practices results in our clients' projects costing over 30% less than the industry average, as shown in the graphic at the right. Our production estimates and financial forecasts have also proven accurate overtime. In addition to the basic financial inputs expected in a solar analysis, such as incentives and utility cost escalators, our robust financial model include analysis of available tariffs, such as Time of Use (TOU) and RES -BCT, allowing our clients consider all available options with confidence. Our financial models have been used by many clients to make solar investment decisions in the past two years, serving as the basis for contracts valued at over $170 million and installed capacity of more than 34 MW. We regularly compare our forecasts to actual system performance as part of our support of clients through the entire lifecycle of a solar project. As an example, the chart below shows average monthly performance, normalized by system size, for three PV systems at a Water District compared with the average performance of fixed tilt systems in the same county. There are several periods during the three and one-half year measured period showing anomalies in system performance, warranting a more detailed performance analysis. The Operations Center performance deviates from the county average in the Fall of 2012, 2013, and 2014, and the Headquarters system production drops sharply in the Fall of 2014 through Spring 2015. Copyright © Newcomb Anderson McCormick 2017 25A-31 CITY OF SANTA ANA 1-18 Proposal No. 2669.01 Water Enterprise Alternative Energy feasibility Study ,Monthly Wh/kw for Mulct PV Systerns vs. County Avcragrr As part of the development of a comprehensive feasibility study, NAM refines and customizes the standard solar and financial models developed in-house to account for the unique attributes of each project site and to establish a baseline for evaluating project alternatives. The analysis includes an evaluation of system performance, installation considerations, and cost, Performance simulations and economics are, preliminary in nature, and are estimated using industry standard software such as PV Syst. System output is summarized In a table for each project site and detailed calculations will be provided In appendices, Newcomb Anderson McCormick then evaluates project economics using a variety of scenarios, including City bond funding, C51 incentives (If available), as well as a PPA option. The short- and long-term economics are evaluated using a pro forma analysis over the life cycle of the systems, and the results are compared to the economic criteria provided by the City. "Financial analysis includes simple payback as well as Net Present Value (NPV) life -cycle analysis. The economic feasibility analysis also includes a "No Project" alternative to compare the economics of the base case scenario of continued utility electricity purchases to the proposed PV system over a 25 year period. Sensitivity Analysis are also run based on variations in utility rate escalation factors and the cost/watt of PV. Based on the analysis performed above, NAM then works with the City to refine a project approach that best meets the needs of the City from both an energy generation and economic standpoint. This is accomplished through Draft and Final Feasibility Study reports. Following City review of NAM deliverables, we incorporate feedback into our models and prepare a final report. NAM conducts a Final Report review briefing with City staff to ensure there are no outstanding questions or concerns. The final, approved Report is then suitable to serve as the basis for the development of a Design -Build Request for Proposal (RFP) from qualified Solar PV vendors at a future time. CITY OF SANTA ANA 25A-32 Copyright O Newcomb Anderson. McCormick 2017 Proposal No, 2669.01 Water Enterprise Alternative Energy Feasibility Study 1.1 NAM is currently working with the City of Palm Springs to procure solar at eight City sites Including their Waste Water Treatment plant. NAM researched the potential of tracking and fixed tilt NEM and RES -BCT solar systems at the Waste Water Treatment plant. NAM helped the City package an RFP, which received ten proposals with financially viable projects. Several of the projects in the City's solar portfolio are being funded by a South Coast Air Quality Management grant. NAM will be helping the City meet the grant requirement as the project moves into construction. Currently, NAM is assisting the City with contract negotiations, Procurement Process Management Newcomb Anderson McCormick has extensive experience providing public procurement services to our client. NAM typically develops all technical and implementation sections of RFPs, including system requirements, performance specifications, and instructions to respondents. NAM also performs comprehensive review and analysis of contractor qualifications and proposals, negotiates contract terms, and provides independent engineering review of contractor design submittals and validation of proposed system changes. Newcomb Anderson McCormick has developed RFPs for numerous renewable energy systems for public sector clients, including the East Bay Regional Parks District, the University of Hawal'i at Manoa, the Hawai'i Department of Transportation, the Los Angeles Unified School District, Chico Unified School District, Santa Clara Unified School District, Washington Unified School District, Lincoln Unified School District, and De Anza College. In each case; NAM has worked closely with the client to produce an RFP that clearly defined the scope of the project and included technical requirements, performance specifications, description of existing conditions, instructions to respondents, evaluation criteria, and bid submittal forms. Additionally, in many cases NAM has worked with the client's legal teams to develop language for inclusion in the energy contract(s) which were subsequently included as part of the issued RFPs.. The terms and conditions of a proposed contract are as critical to evaluate as the technical aspects of the system, as they have enormous effect on the financial outcome of the project and can be significant cost drivers in both third -party (PPA) transactions and direct ownership deals. The content of RFPs is based upon knowledge developed in earlier phases of the project and our extensive experience with solar system requirements and local government procurement processes. NAM leverages our experience writing these types of documents to quickly and comprehensively document all solar project requirements. Similarly, NAM has broad and deep experience developing and negotiating contracts for the supply and installation of solar projects for public sector clients. As noted above, key steps in developing appropriate contracting vehicles often begin early in the procurement process, when the RFP is being prepared. Typically, following the release of an RFP, NAM supports our clients by providing ongoing advice regarding the evaluation and award process, leveraging numerous best practices in the areas of evaluation models, document management, communications, vendor selection, and contract negotiations. NAM ensures the process is managed consistent with the procurement strategy, RFP documents, and relevant regulations. RELEVANT PROJECT EXPERIENCE Newcomb Anderson McCormick's team of experienced energy engineers and program managers is uniquely qualified to assist the City of Santa Ana with the development of an alternative energy feasibility study. Over the last five years, NAM has served as a solar PV technical resource fora variety of clients, primarily in the public sector, and our experience providing these services includes: Analysis, development, procurement, and implementation of renewable generation photovoltaic (PV) projects for numerous municipalities, school districts, community colleges, and universities, the East Bay Copyright O Newcomb Anderson McCormick 2017 25A-33 CITY OF SANTA ANA 1-20 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study Regional Parks District (EBRPD), San Francisco Public Utilities Commission and Hatch Hetchy Water and Power, the San Bernardino Associated Governments (SANBAG), California Reclamation Districts, and the Energy Coalition's Southern California Regional Energy Network (SOCAL REN), as well :as management support of the California Public Utilities Commission's evaluation of the California Solar Initiative. Deep understanding of financial and regulatory environment. Our clients include educational institutions, municipalities, utilities, and public utility regulators. NAM works every day within the legal, regulatory, and fiscal environment that influences the success of energy programs In California. We are intimately familiar with local, state, and federal codes and laws applicable to the City. Moreover, we regularly assist clients to leverage financing available for solar PV projects, including general obligation bonds, third -party financing, and CREBs. NAM understands the CEC loan process, and has secured CEC loans for renewable projects, including a large carport solar system at Porterville College. NAM is also currently working with the City of Palm Springs and the South Coast Air Quality Management District to fund several solar projects, bringing savings to the City and reducing pollutants in the area. Our recent solar work includes the following projects at over 260 individual sites. The table below is a summary of firm's consulting experience in providing feasibility assessments and procurement and implementation support within the last 5 years. Each of these projects was performed entirely by NAM's staff of In-house engineers and project management personnel. Typically, each project was assigned a NAM team comprised of a Principal, two or three registered professional engineers, and additional project management and support personnel as necessary, Overview of Firm's PV Experience CITY OF SANTA ANA 25A-34 Copyright © Newcomb Anderson McCormick 2017 • Chico USD Feasibility study, procurement and 2012 :Michael Wetssenborn installation support for 2.4 MW system (530) 891.3209 CltyofPalm Feasibility study, procurementand 2017 Marcus L.Fuller, P,E. Springs Installation supportfor2.5MWPVsstem (760) 322-8380 City of Rancho Feasibility study, procurement and 2016 Fabian Villenas Cucamonga installation support for 2MWPUsystem (909)477.2700 County of Alameda Preliminary feasibility stwdiies for over 30 MW 2014 Jeff Rayos of PV systems at various East Bay locations (510) 208-9773 DeAnza College Feasibility study, procurement and 2012 Tom Armstrong Installation support for 1.2 MWPVsystem (408)864-8289 East Bay Regional Feasibility study, procurement. and 2016 Jeff Rasmussen Parks District Installation support for 1.2 MW PV system (510) 544-2130 Kern CCD Feasibility study, procurement and 2016 Joseph DeRosa installation. support for 1.0 MW PV system, (661) 336-5022 .Lincoln USD Feasibility study, procurement and 2013 Tom Uslan Installation support for 2.5 MW PV system (209) 953-9712. Mt. San Antonio Feasibility study and procurement support 2015 GaryGidcumb for 2.5 MW PV system 919) 274-5739 -College Pajaro Valley USD Feasibility study, procurement and 2012 Brett McFadden installation support for 1.7 MW PV system (831) 786-2100 San Leandro USD Feasibility study, procurement and 2012 Aaron Kerrigan Installation support for 1.2 MW PV system (510) 452-7472 San Mateo CCD Feasibility study, procurement and 2015 Joe Fullerton .Installation support for 1.2 MW PV system (650) 339-0836 CITY OF SANTA ANA 25A-34 Copyright © Newcomb Anderson McCormick 2017 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study 1-21. SCHEDULE A detailed schedule based on the Scope of Services contained in the RFP Is provided below In Section Two. NAM Is prepared to provide the resources required to complete all of the scoped work in as timely a manner as possible. NAM strives to continually meet client expectations by giving its employee's the bandwidth to address project scope and timelines. NAM's current work load will not prevent any part of the scope work to be fully addresses within the proposed schedule. Copyright ©Newcomb Anderson McCormick 2017 25A-35 CITY OF SANTA ANA • SANBAG Preliminary feasibility studies for over 30 MW 2012 Duane Baker of PV systems at various San Bernardino (909) 884-8276 County locations Santa Clara USD Feasibility study, procurement and 2013 Larry Adams Installation support for 2.8 MW PV system (408) 423-2001 UH Manba Feasibility study, procurement and 2014 Steve Mader nstallation support for 4,8 MW PV system 808) 956-8018 UN System PV Feasibility study for 70 MW PV system 2012 Steve Mader Plant (808) 956-8018 Washington USD Feasibility study, procurement and 2013 Scott Lantsberger installation support for 2.5 MW PV system (916) 375.7604 x1010 Yolo County Feasibility study, procurement and 2013 Terry Vernon installation support for 2.5 MW PV system (530) 666-8066 SCHEDULE A detailed schedule based on the Scope of Services contained in the RFP Is provided below In Section Two. NAM Is prepared to provide the resources required to complete all of the scoped work in as timely a manner as possible. NAM strives to continually meet client expectations by giving its employee's the bandwidth to address project scope and timelines. NAM's current work load will not prevent any part of the scope work to be fully addresses within the proposed schedule. Copyright ©Newcomb Anderson McCormick 2017 25A-35 CITY OF SANTA ANA 1-22 Proposal No. 2659.01 Water Enterprise Alternative Energy Feasibility Study The City of Palm Springs contracted with NAM to provide a third -party peer review of a proposed contract with Chevron Energy Solutions (CES) and provide a review of: Energy conservation measures Construction cost estimates The energy savings associated with these projects The financial savings resulting from their implementation Additionally, through initial discussions with City Staff and the City Council Subcommittee, specific areas of concern and project needs were noted, including: The need for the project to address two of the City's ailing cogeneration systems, which were nearing the end of their useful lives ® Concerns about the retirement of one of the cogeneration plants a Concerns over the realization of energy savings from this "project, and risk management to protect the City's financial interests, as a loan was to be obtained for the work The bundled energy management project proposed to the City of Palm Springs by Chevron Energy Solutions encompassed a wide range of energy efficiency and generation measures, including lighting,. HVAC, water, solar generation, cogeneration and other measures. Newcomb Anderson McCormick's detailed peer review of the proposed scope of work focused in particular on the technologies being proposed with respect to current industry trends and best practices. Facility and equipment Information and conditions were also considered to establish the reasonableness of the baseline conditions assumed in the energy calculations. All anomalies or questionable assumptions were noted for follow up, and their potential risks to the savings were assessed, The energy savings calculations and energy models were reviewed to determine compliance with Industry accepted practices, reasonableness and congruency with the stated scope of work. The operating parameters, such as hours of operation and HVAC setpoints, were also checked for reasonableness, and modeled energy consumption was compared to utility data where available. Newcomb Anderson McCormick also assessed the proposed design of solar PV systems. We verified forecast production and reviewed the estimate of utility savings as a point of comparison to the proposed financials. NAM also reviewed high-level system designs for robustness, use of sound engineering principles, and quality of key components. CITY OF SANTA ANA 25A-36 Copyright © Newcomb Anderson McCormick 2017 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study 1-23 REFERENCE: Mr, Marcus L, Fuller. P.E. Assistant City Manager/City Engineer City of Palm Springs 3200 E Tahquitz Canyon Way Palm Springs, CA 92263-2743 Ph: (760) 322-8380 Marcus.Fuller@palmsprings-ca.gov Newcomb Anderson McCormick reviewed the proposed pricing for each measure and as well as at the overall program level. The "soft costs" (construction management, engineering, general conditions, etc) were compared relative to similar projects NAM had overseen in the public sector, especially as delivered by ESCOs, Newcomb Anderson McCormick reviewed the proposed measurement and verification plan and determined the appropriateness of the approach for each measure and compliance with IPMVP. NAM identified the Impacts and risks associated with stipulated portions of the plan versus full measurements, and made appropriate recommendations to protect the interests of the City. NAM also reviewed the contract and savings guarantees to identify the potential risks to the City. Currently, Newcomb Anderson McCormick provides solar PV construction support to the City. Acting as the "owner's representative" for each phase of the project, NAM has assisted the City in developing a solar RFP and provided solicitation support, proposal evaluation, contract negotiations, contract administration, and design review. The solicitation process was extremely successful, resulting in bids from nearly a dozen vendors. NAM worked with the City to develop a shortlist of three vendors and select the winning bids. Furthermore, when one of the selected contractors dropped out due to unforeseen circumstances, NAM helped the City to revise the scope of work accordingly, resolicit bids, and negotiate with vendors. To ensure that stakeholders and community members were cognizant of the value that the solar PV systems would bring to the City, NAM helped the City present the project to the City Council and obtain Council approval of the project. In addition; NAM's support to the City not only ensured that the system satisfied grant requirements of the South Coast Air Quality Management District (AQMD), but also helped the City achieve more favorable pricing, resulting in the installed system capacity being double the Initial estimates. Newcomb Anderson McCormick will continue to provide technical oversight during construction, as well as final solar system QA review, closeout assistance, and performance management, coordinating our work with City staff and personnel from the selected solar provider to contribute to project success. Currently NAM and the City have successfully completed a 1 MW tracking ground mount solar system at their water treatment plant and a 750 kW fixed tilt ground mount solar system at their animal shelter. Copyright © Newcomb Anderson McCormick 2017 CITY OF SANTA ANA 25A-37 1-24 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study Newcomb Anderson McCormick provided Solar Photovoltaic (PV) System Support services to Chaffey College campuses in Rancho Cucamonga, Chino, and Fontana, The project scope included parking lot shade structure systems at all three campuses. The scope of work performed by NAM included an initial solar feasibility analysis to determine the potential size and financial feasibility of the PV system; development of an RFP for design - build firms to construct the proposed system; review and analysis of the submitted proposals, including recommendations' regarding selection of the design -build firm. NAM developed a detailed feasibility study that addressed system location, potential layouts, sizing, utility tariff, and ownership options. Cashflow analyses were presented to the District to demonstrate the net benefit resulting from cash purchase vs. PPA. Upon the submittal and approval of the feasibility study, NAM developed a Request for Proposals (RFP) for a solar photovoltaic and energy storage Design -Build contract, which included criteria for system construction and performance, technical sections, instructions to proposers, evaluation criteria and methodology, and key elements of the terms and conditions, NAM then assisted the college to evaluate the proposals, select a vendor and negotiate a final contact with that vendor. NAM assisted the college during the design phase of the project, promptly reviewing and approving design submittals, answering RFis and managing the design process to ensure that all key project deadlines were met. REFERENCE: Ms. Sarah Riley Manager -Facilities Development Chaffey Community College District 5885 Haven Avenue Rancho Cucamonga, CA 91737 (909)652-6176 Sarah. Riley@ Chaffey,edu During construction, NAM performed construction oversight, advising the college on issues that arose relating to change orders, clarifications and with interconnection to ensure that the client continued to receive maximum on PV. CITY OF SANTA ANA Copyright © Newcomb Anderson. McCormick 2017 25A-38 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study 1-25 The East Bay Regional Park District (EBRPD) operates 65 regional parks, recreation areas, wilderness, shorelines, preserves and land bank areas in Alameda and Contra Costa Counties. With a strong environmental ethic, the District was Interested in creating a Strategic Energy Plan as a roadmap for future energy decisions. The District contracted NAM to develop a plan to show how the District could significantly Improve its energy efficiency, generate much of its needed energy on site, reduce energy costs, and significantly decrease Its greenhouse gas emissions. Energy use in the parks is concentrated around the structures in each park, some with multiple electric meters. There are 599 structures in the District with a total building area of 851;053 square feet; NAM staff audited 83% of this building area. NAM evaluated the potential to install PV at every park after efficiency measures. Approximately $1.1 million in retrofit energy projects were Identified, Including lighting, controls, HVAC, domestic hot water, and pumping projects. $7,2 million in solar photovoltaic (PV) generation projects have been Identified. NAM evaluated the potential for a RES -BCT solar PV project at one site, which would supply the entire District's PV needs with one system of 1.5 MW. The economic benefit is not as strong when using RES -BCT. However, it was determined that the lower savings are more than made up for by the increased economy of scale in installing one large system Instead of 50 small PV systems over a wide geographic area. Together, the energy efficiency and PV projects are projected to reduce the District's energy bill by 78%. NAM provided implementation assistance for the strategic energy plan by overseeing and tracking EBRPD self -installation of the Identified STRATEGIC ENERGY PIAN 1.16 MW RES -BCT Carport system with estimated, REFERENCE: Jeff Rasmussen Assistant Finance Officer East Bay Regional Park District 2950 Peralta Oaks Court P.O. Box 5381 Oakland, CA 94605 JRasmussen@ebparks.ora. (510)544-2130 energy efficiency projects and coordinating incentive applications with PG&E for all energy efficiency measures. NAM developed the RFP for solar contractors, assisted the District with proposal evaluations and contract negotiations, and provided technical services to review all solar plan sets and construction documents. NAM also served as the owner's representative for the District throughout the construction of the PV system and assisted the District through the commissioning and utility interconnection processes; NAM is in the process of providing battery storage feasibility analysis to EBRPD. By utilizing NAM's battery storage economic model, EBRPD will be able to identify those meters that benefit from storage solutions. NAM utilizes an algorithm in conjunction with historical 15 minute utility data to simulate and project realistic demand savings. NAM will also provide EBRPD with the most up to date cost information based on actual pricing as seen from recent industry battery proposals. NAM is investigating the impact of state and federal incentive money dedicated to battery storage and will outline the process for securing these Incentives. NAM will deliver a full cash flow analysis that includes the costs, savings, and incentive to help EBRPD identify the viability of battery storage across their largest meters. Upon completion of the feasibility effort, NAM will assist EBRPD with procuring the best storage solution. Copyright © Newcomb Anderson McCormick 2017 25A-39 CITY OF SANTA ANA 25A-40 Proposal No. 2669.01 Water Enterprise Alternative Energy Feasibility Study 2~1. SECTION 2: Determine Demand 15 Days Investigate Existing Energy Consumption 5 Days Investigate Historical Energy Consumption 5 Days Investigate Future Energy Consumption 2 Days Organize Findings 3 Days Analysis of Renewable Energy Resources 6 Days Determine constraints 3 Days Provide overview and recommendations 3 Days Business Case Development 9 Days Evaluation of costs (utility, capital, 0&M, etc.) 2Days Financing options evaluation 3 Days Environmental considerations 2 Days Identification of Renewable Energy Opportunities 7 Days Identify sites 2 Days Estimate costs and return on investment 3 Days Estimate environmental impacts 2 Days Recommendations and Next Steps 8 Days Provide comprehensive findings 4 Days Provide comprehensive recommendations 4 Days Copyright © Newcomb Anderson McCormick 2017 25A-41 CITY OF SANTA ANA 25A-42 Proposal No, 2669.01 Water Enterprise Alternative Energy Feasibility Study 3-1 Newcomb Anderson McCormick's fee proposal for the proposed work is included in a separately sealed envelope labeled "Fee Proposal" and includes the firm's Standard Hourly Fee Schedule and a Project Fee Schedule as outlined in the Scope of Work. Copyright © Newcomb Anderson McCormick 2017 25A-43 CITY OF SANTA ANA 25A-44 Proposal No. 2659.01 Water Enterprise Alternative Energy Feasibility Study 4-1 SECTION 4: Signed copies of the following forms are provided on the following pages. • Non -Collusion Affidavit • Non -Lobbying Certification • Non -Discrimination Certification Copyright 6 Newcomb Anderson McCormick 2017 25A-45 CITY OF SANTA ANA CITY OF SANTA ANA RFP NO.: 17-118 WATER ENTERPRISE ALTERNATIVE ENERGY FEASIBILITY STUDY ON -C LUSF N AF'F DAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) In conformance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interedt of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or Indirectly colluded, conspired, connived, or agreed with any BIDDER or anyone else to put In a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any other BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained In the bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note: The above Non -collusion Affidavit is part of the Proposal, BIDDERS are cautioned that making a false certification may subject the certifier to criminal Signed State of California County of_ '68vtC✓Lf.CQ Subscribed and sworn to (or affirmed) before me on this —(O_ day of _.1 2 20LI, by proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me Notary Public Seal JENA M, Lt1PCLC COYnan881nn M 2123426 I Notary public • Calllornle Ban Francisco County,. M Corrlrn, £X lros Au i 4, 7.019 Page I of I 25A-46 CITY OF SANTA ANA RFP NO.: 17-118 WATER ENTERPRISE ALTERNATIVE ENERGY FEASIBILITY STUDY .NON -LOBBYING CERTIFICATION The prospective participant oertifles, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for Influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation; renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) if any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form -LLL, "Disclosure of Lobbying Activities," in conformance with its Instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code, Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this oerti'ica0on be included in all lower tier subcontracts,, which exceed $10 ,000 an ha74_1 ssuch i r�elplents shall certify and disclose accordingly. Signed: ( 7%iC �F� �. Title: Firm: Newcomb Anderson McCormick, Inc. Date: December 6, 2017 25A-47 Page 1 of I CITY OF SANTA ANA RFP NO.: 17.118 WATER ENTERPRISE ALTERNATIVE ENERGY FEASIBILITY STUDY NON-i)ISCRIMINATION CER..TII ICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall Include, but not be limited to, the following; employment, upgrading, domotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other ferns of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments tinder this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports repaired by Executive Order 11246 of September 24, 190, and by rules, regulations,. and orders of the Secretary of Labor, or pursuant thereto; and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's noncompliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies Invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. 7. The Consultant shall include the portion of the senteucc immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, Including sanctions for noncompliance; provided, however, that In the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency,, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. Page 1 of 2 25A-48 CITY OF SANTA ANA RFP NO.; t7•l18 WATER ENTERPRISE ALTERNATIVE ENERGY FEASIBILITY STUDY 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subje t to all the penalties lro or a violation of the Chapter. Signed: , Title: Principal Firm: Newcomb Anderson McCormick, Inc. Date: December 6, 2017 Page 2 of 2 25A-49 EXHIBIT B , Newcomb � Anderson j McCormick cneoar mxr„acv xnxe -.nu co„o."u,r�n 1191201$ Newcomb Anderson McCormickproposesthe following tasks to support the City of Santa Ana, We propose to act as the "solar owner's representative", coordinating our work with City staff. The tasks described below will ensure the City has access to the expertise required to determine the feasibility of the solar and other energy saving projects, "1 a lead role; 2 = Support role "Direct Costs to be billed at cost without markup "Includes NAM sub consultants Copyright 2018 Newcomb Anderson McCormick 25A-50 Page 1 of 1 MRN,' � �� VAN � Usk Gather site and utility data from:.. =20 Water Wells -7 Water Booster Stations. - 2 Sanitary Sewer Lift Stations 2 1 72 $12,600 -29 Main Electric Loads Evaluate historical energy consumption Understand Enterprise Operations Evaluate renewable energy resource Discuss technologies, advantages/disadvantages; & constraints 1 2 32 $5,600 Provided detailed recommendations on most suitable technologies Investigate improvement to buildings to Increase energy efficiency 1 2 AO $7,000 Business Case Development, Including: Solar Feasibility • Utility Costs • Capital Costs • Operation and Maintenance Costs 1 2 72 $12,600 -Available grants, incentives credits, etc, • Excess power generation potential • Environmental Considerations Identify Renewable Energy Implementation Opportunities, Including: • Best suites suited for alternativeenergy development -Estimate cost of installation 1 2 AO $7,000 - Potential funding sources -. Estimate. ROI -Carbon Dioxide savings Next Step Recommendations 1 2 20 :$3,500 Deliverable Creation 1 2 36 .$6,300 Support. City deeision-making 116 :$2;600 Direct Costs" Travel expenses, conference calls nla-$2,000 TOTAL”" 326 $5g,A00 "1 a lead role; 2 = Support role "Direct Costs to be billed at cost without markup "Includes NAM sub consultants Copyright 2018 Newcomb Anderson McCormick 25A-50 Page 1 of 1