Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
Item 6h. Deployment of Public Electric Vehicle Charging Infrastructure on City Property
Item 6h Department: Administration Cost Center: 1005 For Agenda of: 7/19/2022 Placement: Consent Estimated Time: N/A FROM: Greg Hermann, Deputy City Manager Prepared By: Lucia Pohlman, Sustainability and Natural Resources Analyst SUBJECT: DEPLOYMENT OF PUBLIC ELECTRIC VEHICLE CHARGING INFRASTRUCTURE ON CITY PROPERTY RECOMMENDATION 1. Authorize the City Manager to enter into an Agreement with ChargePoint to develop the project scope, conduct site assessments, and prepare design packages in order to develop no-cost deployment of public electric vehicle chargers and related infrastructure on City Property, in a form satisfactory to the City Attorney; and 2. Direct staff to negotiate terms for a no-cost lease or license agreement with the City’s chosen owner and operator for ChargePoint electric vehicle charging infrastructure; and 3. Authorize the City Manager to enter into a no-cost lease or license agreement with the City’s chosen owner and operator of ChargePoint electric vehicle charging infrastructure, in a form satisfactory to the City Attorney. POLICY CONTEXT Resolution 11159 (2020 Series), includes the goal of carbon neutrality by 2035 and a transportation sector goal for electric vehicles to account for 40 percent of vehicle miles traveled by 2030. Deploying public electric vehicle (EV) chargers supports the City’s mode split objective. Deploying public EV charging stations is connected to two of the City’s Major City Goals for 2021-2022: Climate Action, Open Space & Sustainable Transportation – Deploying public- facing EV chargers supports drivers in transitioning from fossil-fueled powered mobility options to electric alternatives powered by Central Coast Community Energy’s renewable energy generation facilities. Diversity, Equity, and Inclusion – While owning an electric vehicle can provide substantial savings on fuel, many community members face obstacles to installing a charger at their residence, especially renters and low-income and multi-family housing residents. Staff’s recommendation would result in additional publicly available electric vehicle charging infrastructure, which would enable more community members to own an electric vehicle. Page 265 of 753 Item 6h DISCUSSION The discussion section of this report provides historical background and the demonstrated need for public EV charging infrastructure, including an overview of the City’s climate action goals and a summary of the preferred vendor selection process. Background Climate Action Plan for Community Recovery On August 19, 2020, City Council approved the Climate Action Plan for Community Recovery (CAP), and adopted Resolution 11159 (2020 Series), which set the goal of carbon neutrality by 2035 and a transportation sector goal for electric vehicles to account for 40 percent of vehicle miles traveled by 2030 . The CAP forecasts annual community emissions to be approximately 397,710 metric tons of carbon dioxide equivalent (MTCO2e) in 2035. The plan provides a trajectory to reducing these emissions towards net zero by 2035, with approximately sixteen percent of total re ductions coming from achieving the transportation sector goal (64,170 MTCO2e). Of that, a projected 34,920 MTCO2e in reductions are expected to come from the rapid uptake of EVs, the largest single reduction area in the plan. Emerging Considerations Since adoption of the CAP, several key variables have changed, including: 1. Fuel Prices – According to AAA, San Luis Obispo County’s average gallon of gas was $6.53 as of June 27, 2022,1 which is a sixty percent increase from the average rate of $4.09 in April of 2021. 2. EV Adoption – In just five years, EVs as a percentage of total light duty vehicles in California went from 4.29% (2017) to 12.41% (2021).2 3. Existing Chargers – According to the comprehensive charger database maintained by PlugShare, there are 134 publicly available charging stations in San Luis Obispo. Of these stations, 54 are fast chargers for Tesla drivers only, and three are open access fast chargers. The remaining 77 are level 2 chargers (including all the chargers provided by the City).3 4. Charger Utilization – As described below, the Marsh Street Parking Garage chargers are the only publicly available charging resources on City land. The Marsh Street garage chargers have seen steady and continual growth in use since 2020. Estimates are that EV charging demand will be 10 times today’s public charging use by 2030.4 1 https://gasprices.aaa.com/?state=CA 2 https://www.energy.ca.gov/data-reports/energy-insights/zero-emission-vehicle-and-infrastructure- statistics/new-zev-sales 3 For more details about publicly available charging stations in San Luis Obispo, see: https://www.plugshare.com/directory/us/california/san-luis-obispo. 4 Engel et al., “Charging Ahead: Electric-Vehicle Infrastructure Demand” Page 266 of 753 Item 6h 5. Charger Availability – A large barrier to adoption is the public’s perception of EVs and range anxiety, a term used to describe the fear of being stranded on the side of the road with no chargers nearby. This phenomenon is the main reason why so much focus is being placed on EV charging infrastructure. A strong, accessible, and visible EV network will provide user confidence and induce EV ownership. Given these key changes, along with the urgent need to reduce greenhouse gas emissions,5 staff is pursuing a streamlined and expedited approach to deploy public EV charging at no cost to the City. Approach for No-Cost Deployment of Public EV Charging Infrastructure on City Property Staff is pursing no-cost deployment of direct current fast charging (DCFC) and Level 2 chargers at strategic locations by leasing City parking spaces to a qualified vendor for the purpose of constructing, owning, and operating the charging assets for a defined term. Through a competitive bidding process initiated with a Request for Proposals (RFP) on May 6 through June 14, 2022, the City received three proposals from interested vendors. The RFP required that the project come at no cost to the City. The RFP (provided as Attachment A) mirrored successful efforts underway by peer cities6 and included the following scoped tasks: 1. Identify strategic locations at which to deploy EV charging stations. 2. Achieve completed installations at each EV Charging Site including permits, site preparation, and charger installation. Chargers shall have minimum requirements associated with performance, accessibility, interoperability, etc. 3. Operate, maintain, and provide customer service support for the chargers for a set term. This will include provisions for pricing, data sharing, and marketing. 4. Decommission the unit or transfer ownership to the City at the end of the term. In the interest of supporting the site identification task, staff identified three locations as potential sites for new DCFC charging station deployment, while allowing vendors to identify and propose additional sites for evaluation: Lot 9: 680 Monterey St., San Luis Obispo, CA 93401 Calle Joaquin Park & Ride Lot: 1530 Calle Joaquin, San Luis Obispo, CA 93405 Santa Rosa Park Lot: 1050 Oak St., San Luis Obispo, CA 93405 Preferred Vendor Selection An RFP committee comprised of City staff from the Office of Sustainability and Natural Resources and Public Works Parking Division reviewed proposals from Blink, Carbon Solutions Group, and ChargePoint. The committee unanimously selected ChargePoint as the preferred vendor based on the evaluation criteria included in the RFP, as well as additional information gained through reference checks and informal interviews with bidders. 5 https://www.economist.com/the-economist-explains/2022/04/04/a-new-ipcc-report-says-the-window-to- meet-un-climate-targets-is-vanishing 6 See example from the City of Palm Springs, CA, where ChargePoint was chosen as the preferred vendor with a third-party owner and operator. https://destinyhosted.com/palmsdocs/2021/CC/20210211_1285/2841_5C_OCR.pdf Page 267 of 753 Item 6h The full ChargePoint proposal is included as Attachment B. Key points of the proposal include: Identification of three initial locations for deployment – Lot 9, Calle Joaquin Park and Ride Lot, and Santa Rosa Park Lot – as well as transferring operations and maintenance of the City’s existing ChargePoint assets, future chargers in the Palm Nipomo parking garage, and possible fleet work given City approval A total of 14 DCFC ports with 62.5kW capacity, and six Level 2 ports An open-source network solution Proposal value of $2,275,000 5-year contract term length ChargePoint’s proposal lays out a project plan that begins with developing the project scope, conducting site assessments, and preparing design packages. ChargePoint will then bring the opportunity for owning and operating ChargePoint’s charging infrastructure to its partners as a package. Through a ChargePoint managed process, the City will select the owner and operator partner that will implement ChargePoint’s proposal. The partner will be selected based on parameters including maintenance response time, providing any additional investment in infrastructure in lieu of lease payments, and successful previous experience. The City will then enter into a no-cost lease or license agreement with the chosen partner. Staff is confident that this flexibility will enable the City to choose the best owner and operator and negotiate final terms that are most advantageous to the City, while also maintaining an accelerated project timeline and building on the ChargePoint brand San Luis Obispo community members are most familiar with. Previous Council or Advisory Body Action The topic of electric mobility was presented to City Council on August 18, 2020, when the Council adopted the Climate Action Plan for Community Recovery, which includes the goal of carbon neutrality by 2035 and a transportation sector goal for electric vehicles to account for 40 percent of vehicle miles traveled by 2030. In response to gas price increases and rapid uptake of electric vehicles, City staff presented a closed session item to City Council on May 3, 2022, to receive lease parameters to include in an RFP for no -cost deployment of public electric vehicle (EV) charging infrastructure. The RFP is provided as Attachment A and is consistent with these parameters. Public Engagement Staff conducted public engagement on the topic of electric mobility in the Spring of 2022. This effort included the Connected Community Strategy Forum, which gathered on March 9, April 7, and May 10, 2022, to solicit feedback from community leaders and technical experts on the development of an electric mobility plan, as well as other strategies to reduce transportation-related GHG emissions. The group was led by staff from the Office of Sustainability and Natural Resources and the Public Works department and was comprised of stakeholders from Bike SLO County, the Lumina Alliance, the Chamber of Commerce, the Mass Transportation Committee, the Active Transportation Committee, Cal Poly student body, YIMBY, RideOn, and SLOCOG. Page 268 of 753 Item 6h The strategy forum aligned around a recommendation to “support publicly accessible electric vehicle chargers on City property.” CONCURRENCE The Public Works Parking Division concurs on the contents of this report. ENVIRONMENTAL REVIEW The California Environmental Quality Act does not apply to the recommended action in this report, because the action does not constitute a “Project” under CEQA Guidelines Section 15378. FISCAL IMPACT Budgeted: No Budget Year: 2022-23 Funding Identified: No Fiscal Analysis: Funding Sources Total Budget Available Current Funding Request Remaining Balance Annual Ongoing Cost General Fund State Federal Fees Other: Total N/A N/A N/A N/A While there is no direct cost to the City, significant staff time will be dedicated to ensure the successful deployment of EV charging infrastructure. This will primarily be supported by the contract analyst position in the City’s Office of Sustainability and Natural Resources; a position that is fully funded in the approved Administration and IT budget. Avoided Costs ChargePoint has proposed a zero-dollar lease model that will result in no costs to the City for the deployment of public EV charging infrastructure at three locations on City property. This approach enables the City to deploy chargers at financially viable locations with no City capital outlay. ChargePoint and the selected partner would pay for all installation and equipment costs associated with the EV chargers and related infrastructure costs (estimated at approximately $2,275,000 across three sites). In addition to the infrastructure and equipment costs, the City will also avoid the maintenance and networking fees associated with the EV charging stations. ChargePoint has also offered to provide ongoing operational support for the City’s existing public EV chargers, as well as current and forthcoming fleet chargers, however the value of this offer is not yet known. No additional budget or operational changes are requested as part of this proposal . Page 269 of 753 Item 6h NEXT STEPS Pending direction from City Council, the City Manager would execute an agreement with ChargePoint to develop project scope, conduct site assessments, and prepare design packages for public electric vehicle chargers and related infrastructure. Staff will work with ChargePoint to select the owner and operator of the charging infrastructure best aligned with the parameters set forth by prior Council direction. The City Manager will execute a lease or license agreement with the chosen owner and operator, to the satisfaction of the City Attorney. ChargePoint’s proposal outlines a project schedule wherein project completion is anticipated in 2023. ALTERNATIVES 1. Council could request additional information prior to taking action, although the process outlined in this Council Agenda Report is consistent with prior Council direction. 2. Council could direct staff to not select a qualified vendor from this RFP process and not pursue public charging on City property until the 2023 -25 Financial Plan, or identify other budget resources to directly install, own, and operate chargers. Staff does not recommend this approach as it would require substantial capital and staff time that is not currently programmed. 3. Council could direct staff to return to Council for approval of the lease or license agreement with City’s chosen owner and operator of ChargePoint’s electric vehicle charging infrastructure. Staff does not think this approach is necessary given specific prior direction from Council on the desired parameters of an agreement for third-party owned and operated public EV charging infrastructure, and due to the City’s desire for timely delivery on this item. ATTACHMENTS A - Request for Proposals released on May 6, 2022 B - ChargePoint’s response to Request for Proposals with Addendum Page 270 of 753 The City of San Luis Obispo is committed to including disabled persons in all of our services, programs and activities. Telecommunications Device for the Deaf (805) 781-7410. Notice Requesting Proposals for Community Electric Vehicle Charging Infrastructure Deployment The City of San Luis Obispo is requesting sealed proposals for services associated with the Community Electric Vehicle Charging Infrastructure Deployment project. All firms interested in receiving further correspondence regarding this Request for Proposals (RFP) will be required to complete a free registration using BidSync (https://www.bidsync.com/bidsync-app- web/vendor/register/Login.xhtml). All proposals must be received via BidSync by the Department of Finance at or before May 30, 2022, at 3pm when they will be opened electronically in BidSync. Proposals received after said time may not be considered. The required method of submission is electronically via BidSync. Proposals shall be submitted using the forms provided in the project package. An optional pre-proposal conference will be held to answer any questions that the prospective proposers may have regarding the City's request for proposals. Conference Call Meeting May 11, 2022; 10:30 – 11:30 Call in: (209) 645-4165 Room Number: 312838419 Project packages and additional information may be obtained at the City’s BidSync website at www.BidSync.com. For technical help with BidSync please contact BidSync tech support at 800-990-9339. Questions on the bid should be posted to BidSync where the City will answer the questions publicly. Please contact Dan Clancy at dclancy@slocity.org with any questions. Page 271 of 753 TABLE OF CONTENTS A. INTRODUCTION ......................................................................................................................................... 1 B. SCOPE OF WORK ....................................................................................................................................... 1 C. PROJECT SCHEDULE .................................................................................................................................. 3 D. PROJECT BUDGET ..................................................................................................................................... 3 E. GENERAL TERMS AND CONDITIONS ........................................................................................................ 3 F: INSURANCE REQUIREMENTS .................................................................................................................. 10 G: PROPOSAL SUBMITTAL FORM ................................................................................................................ 12 EXHIBIT A : FORM OF AGREEMENT ............................................................................................................. 16 Page 272 of 753 -1- A. INTRODUCTION On August 19, 2020, Council approved the City’s Climate Action Plan for Community Recovery, and adopted Resolution 11159 (2020 Series), which includes the goal of carbon neutrality by 2035 and a transportation sector goal to achieve the General Plan mode split objective by 2030 and 40 percent of vehicle m iles traveled by electric vehicle by 2030. The Climate Action Plan for Community Recovery forecasts annual community emissions to be approximately 397,710 metric tons of carbon dioxide equivalent (MTCO2e) in 2035. The plan provides a trajectory to reducing these emissions towards net zero by 2035, with approximately sixteen percent of total reductions coming from achieving the transportation sector goal (64,170 MTCO2e). Of that, a projected 34,920 MTCO2e in reductions are expected to come from the rapid uptake of electric vehicles, the largest single reduction area in the plan. According to the comprehensive charger database maintained by PlugShare, there are 134 publicly available charging stations in San Luis Obispo. Of these stations, 54 are fast chargers for Tesla vehicles only, and 3 are open access fast chargers. The remaining 77 are level 2 chargers (including all chargers provided by the City). Since adoption of the Climate Action Plan, several key variables have changed that have made the need for additional EV charging infrastructure even more important, including: 1. Fuel Prices - According to AAA, San Luis Obispo County’s average gallon of gas was $6.01 as of April 5, 2022, which is a 46 percent increase from the average rate of $4.09 in April of 2021. 2. EV Adoption – In just five years, EV’s as a percentage of total light duty vehicles in California went from 4.29% (2017) to 12.41% (2021). In San Luis Obispo County, there has been an increase of over 70% between 2020 and 2021. 3. Charger Utilization – As described below, the Marsh Street Parking Garage chargers are the only publicly available charging resources on City land. The Marsh Street garage chargers have seen steady and continual growth in use since 2020. Given these key changes, along with the urgent need to reduce greenhouse gas emissions, the City is seeking a streamlined and expedited approach to deploy public electric vehicle charging. B. SCOPE OF WORK The City seeks proposals from qualified vendors that can install, operate, and maintain open-source public DC Fast Charging (DCFC) and Level 2 Charging Stations, as feasible, on City-owned properties and in public rights of way. Proposers may identify only DCFC chargers, only Level 2 chargers, or both. The selected vendor will be responsible for and cover all costs associated with the procurement, installation, operation, and maintenance of new charging stations on City-owned properties. If a proposing vendor believes that the intent of the project can be achieved through an alternative scope of work, the City will accept their proposal for review so long as the amendments to the proposed scope of work contained herein are adequately justified. Task 1. Site Identification The City is interested in deploying the maximum number of DCFC and Level 2 chargers as rapidly as possible. Respondents will identify and propose strategic locations at which to deploy charging stations. In the interest of supporting the assessment, the City has identified three locations as potential sites for new DCFC charging station deployment and defers to proposers on these sites’ viability and the inclusion of additional sites: ▪ Lot 9: 680 Monterey St., San Luis Obispo, CA 93401 ▪ Calle Joaquin Park & Ride Lot: 1530 Calle Joaquin, San Luis Obispo, CA 93405 ▪ Santa Rosa Park Lot: 1050 Oak St., San Luis Obispo, CA 93405 Page 273 of 753 -2- Please note that these sites are only provided to support the assessment and any public parking lot, parking space or garage is eligible for consideration. Task 1 will include the submittal of a concept-level map identifying initial proposed locations, or priority areas, for proposed installations. This map should be accompanied by a brief summary of methods and/or key criteria that informed site selection, such as adjacent uses, land use densities, or considerations based on the proposed service model. Overall, the City wishes to maximize the number of new charging stations installed at strategic locations. Final site selection for charging infrastructure deployment is subject to approval by the City. Task 2. Installation Upon final site selection, the selected vendor is responsible for achieving completed installations at each charging station, to include: ▪ Obtaining all applicable local, state, and federal permits required for installation and operation of the charging stations. ▪ Ensuring that all installation work as it pertains to site preparation, curbing, striping, signage, charging equipment, billing and networking systems, and electrical interconnections is working properly and installed: o consistent with the manufacturers’ specifications o consistent with the project design proposed in the bid o in accordance with all applicable local, state, and federal zoning and code requirements ▪ Coordinating the installation activities with the equipment manufacturer, City staff, networking service, electric utility, and any subcontractors needed to complete the work. Task 3. Operations and Maintenance The selected vendor will: ▪ Operate and maintain each charging station for at least five (5) years from the date the charging station developed under this RFP becomes operational, in accordance with the terms of the contract resulting from this RFP. Bidders may include proposals for a longer term. Term proposals should also include details about asset decommissioning and/or right to transfer ownership at the conclusion of the term. ▪ Be responsible for ensuring the maintenance of the chargers including cables, ancillary equipment, and any awnings, canopies, shelters and information display kiosks for signage associated with the charger. “Maintain” as used in this RFP shall mean, “to provide all needed repairs or desired and approved alteration, as well as regular maintenance needed to ensure optimal performance and minimize downtime. Equipment shall be kept safe and presentable.” ▪ Ensure that the equipment at each EV Charger is operational with uptimes consistent with industry standard best practices. It is the Contractor’s responsibility to ensure the uptime commitments are met for each individual charger and that interruptions are remedied within a pre-arranged and agreed upon time frame. ▪ Not, during the period of operation, move a charging station, sell or take a charging station out of service for any reason, without prior written approval from the City. Task 4. Monitoring Each charging station should have network communications that, at a minimum, provide the following information about each charging transaction, at each charging location: ▪ Charging data such as date and time of usage (start and stop time) and accurate utilization rates. o Total kWh and Total kW draw. o Total dollar amount charged to the user. o Station status and health in real time. o Malfunction or operating error. ▪ The selected vendor shall report full site level usage quarterly to the City for the duration of the contract. Page 274 of 753 -3- Task 5. Customer Support Services Provide customer service support as follows: ▪ Provide customer support for the duration of the contract, with the ability to provide customer support/or extend after the completion of the contract. ▪ Resolve customer issues over the telephone. C. PROJECT SCHEDULE Successful respondent(s) should demonstrate their ability to rapidly deploy charging infrastructure as described in this RFP. Respondents should include a proposed timeline that includes the most rapid deployment feasible, describe how it has the capacity to meet this timeline, and identify any potential obstacles to the achieving the timeline along with proposed approaches to mitigate these obstacles. D. PROJECT BUDGET This RFP solicits services at no cost to the City. Proposals should include an estimated project budget that allows the City to evaluate the cost-effectiveness and long-term financial viability of proposed services. Projects with self- sustaining business models are highly preferred. Proposals should include lease payment amounts or a “no cost” lease where the vendor uses the lease savings to install level 2 charging units at other locations in the City (note that the installation of additional units is the City’s preferred approach). Proposals should clearly identify the proposed lease amount per space per year and/or propose an alternative approach to provide value for the leased space. E. GENERAL TERMS AND CONDITIONS PROPOSAL REQUIREMENTS 1. Requirement to Meet All Provisions. Each individual or firm submitting a proposal (bidder) shall meet all the terms, and conditions of the Request for Proposals (RFP) project package. By virtue of its proposal submittal, the bidder acknowledges agreement with and acceptance of all provisions of the RFP specifications. 2. Proposal Submittal. Each proposal must be submitted on the form(s) provided in the specifications and accompanied by any other required submittals or supplemental materials. Proposal documents shall be submitted via BidSync as described above. 3. Insurance Certificate. Each proposal must include a certificate of insurance showing: a. The insurance carrier and its A.M. Best rating. b. Scope of coverage and limits. c. Deductibles and self-insured retention. The purpose of this submittal is to generally assess the adequacy of the bidder’s insurance coverage during proposal evaluation; as discussed under paragraph 12 below, endorsements are not required until contract award. The City’s insurance requirements are detailed in Section E. 4. Proposal Withdrawal and Opening. A bidder may withdraw its proposal, without prejudice prior to the time specified for the proposal opening, by submitting a written request to the Director of Finance for its withdrawal, in which event the proposal will be returned to the bidder unopened. No proposal received after the time specified or at any place other than that stated in the “Notice Inviting Bids/Requesting Proposals” will be considered. All proposals will be opened and declared publicly. Bidders or their representatives are invited to be present at the opening of the proposals. Page 275 of 753 -4- 5. Submittal of One Proposal Only. No individual or business entity of any kind shall be allowed to make or file, or to be interested as the primary submitter in more than one proposal, except an alternative proposal when specifically requested; however, an individual or business entity that has submitted a sub-proposal to a bidder submitting a proposal, or who has quoted prices on materials to such bidder, is not thereby disqualified from submitting a sub-proposal or from quoting prices to other bidders submitting proposals. 6. Communications. All timely requests for information submitted in writing will receive a written response from the City. Telephone communications with City staff are not encouraged but will be permitted. However, any such oral communication shall not be binding on the City. CONTRACT AWARD AND EXECUTION 1. Proposal Retention and Award. The City reserves the right to retain all proposals for a period of 60 days for examination and comparison. The City also reserves the right to waive non-substantial irregularities in any proposal, to reject any or all proposals, to reject or delete one part of a proposal and accept the other, except to the extent that proposals are qualified by specific limitations. See the “special terms and conditions” in Section C of these specifications for proposal evaluation and contract award criteria. 2. Competency and Responsibility of Bidder. The City reserves full discretion to determine the competence and responsibility, professionally and/or financially, of bidders. Bidders will provide, in a timely manner, all information that the City deems necessary to make such a decision. 3. Contract Requirement. The bidder to whom award is made (Contractor) shall execute a written contract with the City within ten (10) calendar days after notice of the award has been sent by mail to it at the address given in its proposal. The contract shall be made in the form adopted by the City and incorporated in these specifications. 4. Contract Performance. The City’s contract terms and conditions that [Contractor/Consultant] will be expected to execute and be bound by are attached hereto as Exhibit A SPECIAL TERMS AND CONDITIONS 1. Failure to Accept Contract. The following will occur if the proposer to whom the award is made (Contractor) fails to enter into the contract: the award will be annulled; any bid security will be forfeited in accordance with the special terms and conditions if a proposer's bond or security is required; and an award may be made to the next responsible, responsive proposer who shall fulfill every stipulation as if it were the party to whom the first award was made. 2. Contract Term. The bidding vendor will propose suitable contract term and contract extension considerations for further discussion and negotiation. Term proposals should also include details about asset decommissioning or transfer at the conclusion of the term. 3. Supplemental Purchases Page 276 of 753 -5- Supplemental Purchases. Supplemental purchases may be made from the successful proposer during the contract term in addition to the items listed in the Detail Proposal Submittal Form. For these supplemental purchases, the proposer shall not offer prices to the City in excess of the amounts offered to other similar customers for the same item. If the proposer is willing to offer the City a standard discount on all supplemental purchases from its generally prevailing or published price structure during the contract term, this offer and the amount of discount on a percentage basis should be provided with the proposal submittal. 4. Non-Exclusive Contract. The City reserves the right to purchase the items listed in the Detail Proposal Submittal Form, as well as any supplemental items, from other vendors during the contract term. 5. Unrestrictive Brand Names. Any manufacturer's names, trade names, brand names or catalog numbers used in the specifications are for the purpose of describing and establishing general quality levels. Such references are not intended to be restrictive. Proposals will be considered for any brand that meets or exceeds the quality of the specifications given for any item. In the event an alternate brand name is proposed, supplemental documentation shall be provided demonstrating that the alternate brand name meets or exceeds the requirements specified herein. The burden of proof as to the suitability of any proposed alternatives is upon the proposer, and the City shall be the sole judge in making this determination. 6. Delivery. Prices quoted for all supplies or equipment to be provided under the terms and conditions of this RFP package shall include delivery charges, to be delivered F.O.B. San Luis Obispo by the successful proposer and received by the City within 90 days after authorization to proceed by the City. 7. Submittal of References. Each proposer shall submit a statement of qualifications and references on the form provided in the RFP package. 8. Statement of Contract Disqualifications. Each proposer shall submit a statement regarding any past governmental agency bidding or contract disqualifications on the form provided in the RFP package. Page 277 of 753 -6- PROPOSAL CONTENT 1. Proposal Content. Your proposal must include the following information: Submittal Forms a. Proposal submittal summary. b. Certificate of insurance. c. References from at least three firms or jurisdictions for whom you have provided similar services. Qualifications d. Experience of your firm and those of sub-consultants in performing work and projects relevant to the Scope of Services outlined and described in the request. e. Resumes of the individuals who would be assigned to this project, including any sub-consultants, with their corollary experience highlighted and specific roles in this project clearly described. f. Statement and explanation of any instances where your firm or sub-consultant has been removed from a project or disqualified from proposing on a project. Work Program g. Detailed description of your approach to completing the work. h. Detailed schedule by task and sub-task for completing the work. i. Estimated hours for your staff in performing each phase and task of the work, including sub- consultants, so we can clearly see who will be doing what work, and how much time it will take. j. Services or data to be provided by the City. k. Services and deliverables provided by the Consultant(s). l. Any other information that would assist us in making this contract award decision. m. Description of assumptions critical to development of the response which may impact cost or scope. Requested Changes to Terms and Conditions n. The City desires to begin work soon after selecting the preferred Consultant Team and expects the Consultant to execute the City’s contract and all of the terms therein, as set forth in Exhibit A. To expedite the contracting process, each submittal shall include requested redlined changes to terms and conditions, if necessary. Please be advised that Consultant’s requested changes to the City’s terms and conditions will be considered by City staff when scoring and determining the competency and responsibility of the bidder. Proposal Length o. Proposal length should only be as long as required to be responsive to the RFP, including attachments and supplemental materials. 2. Proposal Evaluation and Selection. Proposals will be evaluated by a review committee and evaluated on the following criteria: a. Understanding of the work required by the City. b. Quality, clarity and responsiveness of the proposal. Page 278 of 753 -7- c. Demonstrated competence, professional qualifications, and financial capability necessary for successfully performing the work required by the City. d. Recent team experience in successfully performing similar services. e. Creativity of the proposed approach in completing the work. f. Value g. References h. Organizational commitment to sustainability i. Background and experience of the specific individuals managing and assigned to this project. As reflected above, contract award will not be based solely on price, but on a combination of factors as determined to be in the best interest of the City. After evaluating the proposals and discussing them further with the finalists or the tentatively selected contractor, the City reserves the right to further negotiate the proposed work and/or method and amount of compensation. Please also note that the City includes organizational commitments to sustainability in its evaluative criteria. The City’s sustainable procurement policy and objectives include procuring products and services that: • Conserve natural resources including water, energy, and raw materials; • Minimize environmental impacts such as water and air pollution during use; • Eliminate or reduce toxins that create hazards to workers, citizens, wildlife, and the environment; • Support recycling efforts and use products with recycled content; • Encourage suppliers to reduce environmental impacts; • Support worker health, safety, and fair wages. Please include information in your proposal about how your firm supports one or more of these principles. 3. Proposal Review and Award Schedule. The following is an outline of the anticipated schedule for proposal review and contract award: a. Issue RFP 5/6/2022 b. Pre-Proposal Conference (optional) 5/11/2022 c. Receive proposals 5/30/2022 d. Complete proposal evaluations 6/3/2022 e. Conduct finalist interviews and finalize recommendation 6/10/2022 f. Execute contract 7/5/2022 g. Start work 7/11/2022 4. Pre-Proposal Conference. An optional pre-proposal conference will be held at the following location, date, and time to answer any questions that prospective bidders may have regarding this RFP: Conference Call Meeting May 11, 2022; 10:30 – 11:30 Call in: (209) 645-4165 Room Number: 312838419 5. Ownership of Materials. All original drawings, plan documents and other materials prepared by or in possession of the Contractor as part of the work or services under these specifications shall become the permanent property of the City and shall be delivered to the City upon demand. 6. Release of Reports and Information. Any reports, information, data, or other material given to, prepared by or assembled by the Contractor as part of the work or services under these specifications shall be the Page 279 of 753 -8- property of the City and shall not be made available to any individual or organization by the Contractor without the prior written approval of the City. 7. Copies of Reports and Information. If the City requests additional copies of reports, drawings, specifications, or any other material in addition to what the Contractor is required to furnish in limited quantities as part of the work or services under these specifications, the Contractor shall provide such additional copies as are requested, and City shall compensate the Contractor for the costs of duplicating of such copies at the Contractor's direct expense. 8. Required Deliverable Products. The Contractor will be required to provide: a. One electronic submission - digital-ready original .pdf of all final documents. If you wish to file a paper copy, please submit in sealed envelope to the address provided in the RFP. b. Corresponding computer files compatible with the following programs whenever possible unless otherwise directed by the project manager: Word Processing: MS Word Spreadsheets: MS Excel Desktop Publishing: InDesign Virtual Models: Sketch Up Digital Maps: Geodatabase shape files in State Plan Coordinate System as specified by City GIS staff c. City staff will review any documents or materials provided by the Contractor and, where necessary, the Contractor will be required to respond to staff comments and make such changes as deemed appropriate. ALTERNATIVE PROPOSALS 9. Alternative Proposals. The proposer may submit an alternative proposal (or proposals) that it believes will also meet the City's project objectives but in a different way. In this case, the proposer must provide an analysis of the advantages and disadvantages of each of the alternative and discuss under what circumstances the City would prefer one alternative to the other(s). 10. Attendance at Meetings and Hearings. As part of the work scope and included in the contract price is attendance by the Contractor at up to [number] public meetings to present and discuss its findings and recommendations. Contractor shall attend as many "working" meetings with staff as necessary in performing work-scope tasks. 11. Accuracy of Specifications. The specifications for this project are believed by the City to be accurate and to contain no affirmative misrepresentation or any concealment of fact. Bidders are cautioned to undertake an independent analysis of any test results in the specifications, as City does not guaranty the accuracy of its interpretation of test results contained in the specifications package. In preparing its proposal, the bidder and all subcontractors named in its proposal shall bear sole responsibility for proposal preparation errors resulting from any misstatements or omissions in the plans and specifications that could easily have been ascertained by examining either the project site or accurate test data in the City's possession. Although the effect of ambiguities or defects in the plans and specifications will be as determined by law, any patent ambiguity or defect shall give rise to a duty of bidder to inquire prior to proposal submittal. Failure to so inquire shall cause any such ambiguity or defect to be construed against the bidder. An ambiguity or defect Page 280 of 753 -9- shall be considered patent if it is of such a nature that the bidder, assuming reasonable skill, ability and diligence on its part, knew or should have known of the existence of the ambiguity or defect. Furthermore, failure of the bidder or subcontractors to notify City in writing of specification or plan defects or ambiguities prior to proposal submittal shall waive any right to assert said defects or ambiguities subsequent to submittal of the proposal. To the extent that these specifications constitute performance specifications, the City shall not be liable for costs incurred by the successful bidder to achieve the project’s objective or standard beyond the amounts provided there for in the proposal. In the event that, after awarding the contract, any dispute arises as a result of any actual or alleged ambiguity or defect in the plans and/or specifications, or any other matter whatsoever, Contractor shall immediately notify the City in writing, and the Contractor and all subcontractors shall continue to perform, irrespective of whether or not the ambiguity or defect is major, material, minor or trivial, and irrespective of whether or not a change order, time extension, or additional compensation has been granted by City. Failure to provide the hereinbefore described written notice within one (1) working day of contractor's becoming aware of the facts giving rise to the dispute shall constitute a waiver of the right to assert the causative role of the defect or ambiguity in the plans or specifications concerning the dispute. Page 281 of 753 -10- F: INSURANCE REQUIREMENTS Supply & Equipment Contracts - Lease The Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Contractor, its agents, representatives, employees or subcontractors. Minimum Scope of Insurance. Coverage shall be at least as broad as: 1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001). 2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1 (any auto). 3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. Minimum Limits of Insurance. Contractor shall maintain limits no less than: 1. General Liability: $2,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage. 3. Employer's Liability: $1,000,000 per accident for bodily injury or disease. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, officials, employees and volunteers; or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions: 1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as respects: liability arising out of activities performed by or on behalf of the Contractor; products and completed operations of the Contractor; premises owned, occupied or used by the Contractor; or automobiles owned leased, hired or borrowed by the Contractor. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officers, official, employees, agents or volunteers. 2. For any claims related to this project, the Contractor's insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, agents, and volunteers. Any insurance Page 282 of 753 -11- or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be excess of the Contractor's insurance and shall not contribute with it. 3. The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII. Verification of Coverage. The Contractor shall furnish the City with original endorsements effecting coverage required by this clause. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences. Subcontractors. Contractor shall include all subcontractors as insured under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein. Page 283 of 753 -12- G: PROPOSAL SUBMITTAL FORM The undersigned declares that she or he has carefully examined [_____] which is hereby made a part of this proposal; is thoroughly familiar with its contents; is authorized to represent the proposing firm; and agrees to perform the specified work for the following cost quoted in full: BID: Total Base Price Sales tax [] Other TOTAL $ Delivery of equipment to the City to be within _______ calendar days after contract execution and written authorization to proceed. q Certificate of insurance attached; insurance company’s A.M. Best rating: __________________. Firm Name and Address Contact Phone Signature of Authorized Representative Date Page 284 of 753 -13- REFERENCES Number of years engaged in providing the services included within the scope of the specifications under the present business name: . Describe fully the last three contracts performed by your firm that demonstrate your ability to provide the services included with the scope of the specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference No. 1: Agency Name Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome Reference No. 2: Agency Name Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome Page 285 of 753 -14- Reference No. 3 Agency Name Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome Page 286 of 753 -15- STATEMENT OF PAST CONTRACT DISQUALIFICATIONS The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of the violation of law, a safety regulation, or for any other reason, including but not limited to financial difficulties, project delays, or disputes regarding work or product quality, and if so to explain the circumstances. ◼ Do you have any disqualification as described in the above paragraph to declare? Yes q No q ◼ If yes, explain the circumstances. Executed on at _______________________________________ under penalty of perjury of the laws of the State of California, that the foregoing is true and correct. ______________________________________ Signature of Authorized Proposer Representative Page 287 of 753 -16- EXHIBIT A : FORM OF AGREEMENT AGREEMENT THIS AGREEMENT is made and entered into in the City of San Luis Obispo on ___________ by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and [CONTRACTOR’S NAME IN CAPITAL LETTERS], hereinafter referred to as Contractor. W I T N E S S E T H: WHEREAS, on [date], City requested proposals for [______________] WHEREAS, pursuant to said request, Contractor submitted a proposal that was accepted by City for said project; NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows: 1. TERM. The term of this Agreement shall be from the date this Agreement is made and entered, as first written above, until acceptance or completion of said project. 2. INCORPORATION BY REFERENCE. City Specification No. ______ and Contractor's proposal dated [date] is hereby incorporated in and made a part of this Agreement and attached as Exhibit A. To the extent that there are any conflicts between the Contractor’s fees and scope of work and the City’s terms and conditions, the City’s terms and conditions shall prevail, unless specifically agreed otherwise in writing signed by both parties. 3. CITY'S OBLIGATIONS. For providing the services as specified in this Agreement, City will pay, and Contractor shall receive therefore compensation [_______] 4. CONTRACTOR/CONSULTANT’S OBLIGATIONS. For and in consideration of the payments and agreements hereinbefore mentioned to be made and performed by City, Contractor agrees with City to do everything required by this Agreement and the said specifications. 5. AMENDMENTS. Any amendment, modification or variation from the terms of this Agreement shall be in writing and shall be effective only upon approval by the City Manager. 6. COMPLETE AGREEMENT. This written Agreement, including all writings specifically incorporated herein by reference, shall constitute the complete agreement between the parties hereto. No oral agreement, understanding or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral agreement, understanding or representation be binding upon the parties hereto. Page 288 of 753 -17- 7. NOTICE. All written notices to the parties hereto shall be sent by United States mail, postage prepaid by registered or certified mail addressed as follows: City Name Dept. Address Consultant Name Title Address Address 8. AUTHORITY TO EXECUTE AGREEMENT. Both City and Contractor do covenant that everyone executing this agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party. IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written. CITY OF SAN LUIS OBISPO: By:_____________________________________ City Manager APPROVED AS TO FORM: CONSULTANT: ________________________________ By: _____________________________________ City Attorney Name of CAO / President Its: CAO / President Page 289 of 753 -18- Standard Terms and Conditions Insurance Requirements. The Contractor shall provide proof of insurance in the form, coverages and amounts specified in this request prior to contract award as a precondition to contract execution. Business License & Tax. The Contractor must have a valid City of San Luis Obispo business license & tax certificate before execution of the contract. Additional information regarding the City’s business tax program may be obtained by calling (805) 781-7134. Ability to Perform. The Contractor warrants that it possesses, or has arranged through subcontracts, all capital and other equipment, labor, materials, and licenses necessary to carry out and complete the work hereunder in compliance with all federal, state, county, city, and special district laws, ordinances, and regulations. Laws to be Observed. The Contractor shall keep itself fully informed of and shall observe and comply with all applicable state and federal laws and county and City of San Luis Obispo ordinances, regulations and adopted codes during its performance of the work. Payment of Taxes. The contract prices shall include full compensation for all taxes that the Contractor is required to pay. Permits and Licenses. The Contractor shall procure all permits and licenses, pay all charges and fees, and give all notices necessary. Safety Provisions. The Contractor shall conform to the rules and regulations pertaining to safety established by OSHA and the California Division of Industrial Safety. Public and Employee Safety. Whenever the Contractor’s operations create a condition hazardous to the public or City employees, it shall, at its expense and without cost to the City, furnish, erect and maintain such fences, temporary railings, barricades, lights, signs and other devices and take such other protective measures as are necessary to prevent accidents or damage or injury to the public and employees. Preservation of City Property. The Contractor shall provide and install suitable safeguards, approved by the City, to protect City property from injury or damage. If City property is inj ured or damaged resulting from the Contractor’s operations, it shall be replaced or restored at the Contractor’s expense. The facilities shall be replaced or restored to a condition as good as when the Contractor began work. Immigration Act of 1986. The Contractor warrants on behalf of itself and all subcontractors engaged for the performance of this work that only persons authorized to work in the United State pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work hereunder. Contractor Non-Discrimination. In the performance of this work, the Contractor agrees that it will not engage in, nor permit such subcontractors as it may employ, to engage in discrimination in employment of persons because of age, race, color, sex, national origin or ancestry, sexual orientation, or religion of such persons. Work Delays. Should the Contractor be obstructed or delayed in the work required to be done hereunder by changes in the work or by any default, act, or omission of the City, or by strikes, fire, earthquake, or Page 290 of 753 -19- any other Act of God, or by the inability to obtain materials, equipment, or labor due to federal government restrictions arising out of defense or war programs, then the time of completion may, at the City’s sole option, be extended for such periods as may be agreed upon by the City and the Contractor. In the event that there is insufficient time to grant such extensions prior to the completion date of the contract, the City may, at the time of acceptance of the work, waive liquidated damages that may have accrued for failure to complete on time, due to any of the above, after hearing evidence as to the reasons for such delay, and making a finding as to the causes of same. Payment Terms. The City’s payment terms are 30 days from the receipt of an original invoice and acceptance by the City of the materials, supplies, equipment, or services provided by the Contractor (Net 30). Inspection. The Contractor shall furnish City with every reasonable opportunity for City to ascertain that the services of the Contractor are being performed in accordance with the requirements and intentions of this contract. All work done, and all materials furnished, if any, shall be subject to the City’s inspection and approval. The inspection of such work shall not relieve Contractor of any of its obligations to fulfill its contract requirements. Audit. The City shall have the option of inspecting and/or auditing all records and other written materials used by Contractor in preparing its invoices to City as a condition precedent to any payment to Contractor. Interests of Contractor. The Contractor covenants that it presently has no interest, and shall not acquire any interest—direct, indirect or otherwise—that would conflict in any manner or degree in the performance of the work hereunder. The Contractor further covenants that, in the performance of this work, no subcontractor or person having such an interest shall be employed. The Contractor certifies that no one who has or will have any financial interest in performing this work is an officer or employee of the City. It is hereby expressly agreed that, in the performance of the work hereunder, the Contractor shall at all times be deemed an independent contractor and not an agent or employee of the City. Hold Harmless and Indemnification. (a) Non-design, non-construction Professional Services: To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees, volunteers, and agents (“City Indemnitees”), from and against any and all causes of action, claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels’ fees and costs of litigation (“claims”), arising out of the Consultant’s performance or Consultant’s failure to perform its obligations under this Agreement or out of the operations conducted by Consultant, including the City’s active or passive negligence, except for such loss or damage arising from the sole negligence or willful misconduct of the City. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant’s performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City’s option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. (b) Non-design, construction Professional Services: To the extent the Scope of Services involve a “construction contract” as that phrase is used in Civil Code Section 2783, this paragraph shall apply in place of paragraph A. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees, volunteers, and agents (“City Indemnitees”), from and against any Page 291 of 753 -20- and all causes of action, claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels’ fees and costs of litigation (“claims”), arising out of the Consultant’s performance or Consultant’s failure to perform its obligations under this Agreement or out of the operations conducted by Consultant, except for such loss or damage arising from the active negligence, sole negligence or willful misconduct of the City. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant’s performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City’s option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. (c) Design Professional Services: In the event Consultant is a “design professional”, and the Scope of Services require Consultant to provide “design professional services” as those phrases are used in Civil Code Section 2782.8, this paragraph shall apply in place of paragraphs A or B. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8) Consultant shall indemnify, defend and hold harmless the City and its elected officials, officers, employees, volunteers and agents (“City Indemnitees”), from and against all claims, damages, injuries, losses, and expenses including costs, attorney fees, expert consultant and expert witness fees arising out of, pertaining to or relating to, the negligence, recklessness or willful misconduct of Consultant, except to the extent caused by the sole negligence, active negligence or willful misconduct of the City. Negligence, recklessness or willful misconduct of any subcontractor employed by Consultant shall be conclusively deemed to be the negligence, recklessness or willful misconduct of Consultant unless adequately corrected by Consultant. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant’s performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City’s option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. In no event shall the cost to defend charged to Consultant under this paragraph exceed Consultant’s proportionate percentage of fault. However, notwithstanding the previous sentence, in the event one or more defendants is unable to pay its share of defense costs due to bankruptcy or dissolution of the business, Consultant shall meet and confer with other parties regarding unpaid defense costs. (d) The review, acceptance or approval of the Consultant’s work or work product by any indemnified party shall not affect, relieve or reduce the Consultant’s indemnification or defense obligations. This Section survives completion of the services or theof this contract. The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance. Contract Assignment. The Contractor shall not assign, transfer, convey or otherwise dispose of the contract, or its right, title or interest, or its power to execute such a contract to any individual or business entity of any kind without the previous written consent of the City. Termination for Convenience. The City may terminate all or part of this Agreement for any or no reason at any time by giving 30 days written notice to Contractor. Should the City terminate this Agreement for convenience, the City shall be liable as follows: (a) for standard or off-the-shelf products, a reasonable restocking charge not to exceed ten (10) percent of the total purchase price; (b) for custom products, the less of a reasonable price for the raw materials, components work in progress and any finished units on hand or the price per unit reflected on this Agreement. For termination of any services pursuant to this Agreement, the City’s liability will be the lesser of a reasonable price for the services rendered prior to termination, or the price for the services reflected on this Agreement. Upon termination notice from the City, Contractor must, unless otherwise directed, cease work, and follow the City’s directions as to work in progress and finished goods. Page 292 of 753 -21- Termination. If, during the term of the contract, the City determines that the Contractor is not faithfully abiding by any term or condition contained herein, the City may notify the Contractor in writing of such defect or failure to perform. This notice must give the Contractor a 10 (ten) calendar day notice of time thereafter in which to perform said work or cure the deficiency. If the Contractor has not performed the work or cured the deficiency within the ten days specified in the notice, such shall constitute a breach of the contract and the City may terminate the contract immediately by written notice to the Contractor to said effect. Thereafter, neither party shall have any further duties, obligations, responsibilities, or rights under the contract except, however, any and all obligations of the Contractor’s surety shall remain in full force and effect, and shall not be extinguished, reduced, or in any manner waived by the terminations thereof. In said event, the Contractor shall be entitled to the reasonable value of its services performed from the beginning date in which the breach occurs up to the day it received the City’s Notice of Termination, minus any offset from such payment representing the City’s damages from such breach. “Reasonable value” includes fees or charges for goods or services as of the last milestone or task satisfactorily delivered or completed by the Contractor as may be set forth in the Agreement payment schedule; compensation for any other work, services or goods performed or provided by the Contractor shall be based solely on the City’s assessment of the value of the work-in-progress in completing the overall work scope. The City reserves the right to delay any such payment until completion or confirmed abandonment of the project, as may be determined in the City’s sole discretion, so as to permit a full and complete accounting of costs. In no event, however, shall the Contractor be entitled to receive in excess of the compensation quoted in its proposal. Page 293 of 753 Page 294 of 753 Requesting Proposals for Community Electric Vehicle Charging Infrastructure June 14, 2022 Prepared for: City of San Luis Obispo Page 295 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 2 Table of Contents Proposal Submittal Summary ........................................................................................................................... 3 B. SCOPE OF WORK ....................................................................................................................................... 6 Task 1. Site Identification ...................................................................................................................................... 6 Task 2. Installation ................................................................................................................................................. 6 Task 3. Operations and Maintenance .................................................................................................................... 7 Task 4. Monitoring ................................................................................................................................................. 7 Task 5. Customer Support Services ....................................................................................................................... 8 C. PROJECT SCHEDULE ................................................................................................................................... 8 D. PROJECT BUDGET ...................................................................................................................................... 8 E. GENERAL TERMS AND CONDITIONS .......................................................................................................... 9 Submittal Forms ..................................................................................................................................................... 9 Qualifications ......................................................................................................................................................... 9 Work Program ..................................................................................................................................................... 13 Requested Changes to Terms and Conditions ..................................................................................................... 19 Sustainability ....................................................................................................................................................... 20 F. INSURANCE REQUIREMENTS .................................................................................................................. 22 G. PROPOSAL SUBMITTAL FORM ................................................................................................................ 24 Firm Name and Address ....................................................................................................................................... 25 Signature of Authorized Representative .............................................................................................................. 25 References ........................................................................................................................................................... 26 Page 296 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 3 Proposal Submittal Summary As one of California’s most important cities, the City of San Luis Obispo has clearly signaled its intent to lead the electric vehicle transition. ChargePoint is excited to continue to help the City deploy the associated charging infrastructure required. ChargePoint is eager to guide the City on a strategic deployment of electric vehicle charging across its communities. Supported by a committed and focused team of EV charging infrastructure experts, ChargePoint and our partners will help the City meet the growing demands of its customers, contractors, and even future fleet operations. We have thoroughly reviewed the associated RFP and understand that the City seeks a Public-Private Partnership that will provide a turnkey development solution, eliminate the capital outlay necessary for realizing the ROI for EV infrastructure. The proposed solution will provide EV charging across the City of San Luis Obispo. ChargePoint’s implementation plan is designed to propagate EV charging to wherever life happens; at home, at work, and at popular destinations. The cornerstone of this proposal is the build out of DC fast charging infrastructure at strategic locations, as well as the continued build out of Level2 charging as needed, across the City. This is augmented by future deployments across the entire region; at City parking lots as well as workplace, single and multi-family charging to meet the demands of the community. Our experience shows that the more chargers that are added where life happens, the faster the local EV market grows. Given that there are 388 EV drivers registered with ChargePoint (as of this submission, growing 2x every 12-18 months…see map of EV Drivers to right) we propose initially adding 14 DCFC and 8 level2 ports to the existing stations currently owned & operated by the city. We also propose to take over operation of the city’s Level2 chargers as desired. Leveraging years of experience supporting national and global brands, ChargePoint will perform ongoing site analysis of the City’s portfolio to confirm the locations prime for EV charging deployment considering EV market growth, utility rates and available incentives that serve to reduce costs and expediate payback. The goal is to position The City to provide safe, reliable, accessible, and convenient charging. Site Assessment Approach After prioritizing, ChargePoint and our partners will engage in a rigorous site assessment process that includes consideration of a variety of factors, including review of onsite electrical capacity, sufficient parking spaces, grade and ADA compliance, safety and lighting, distance from the highway, onsite and nearby facility amenities, electric vehicle registrations of the surrounding county and nearby metropolitan area, disadvantaged community (DAC) designation, available incentives and estimated capital investment. We will utilize the three sites as provided in this tender to conduct our due diligence for its EV charging needs. Through this submission, we propose a comprehensive EV charging solution that will optimize charging costs, efficiency, and reliability for all elements of the EVCS, which includes: ChargePoint charger management software to provide the industry’s leading charging management platform in support of the various communities within the City . Page 297 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 4 ChargePoint has a full suite of charging hardware to suit the City’s needs based on each use case which range from 7kW Level 2 chargers up to high-powered DC fast chargers, capable of providing up to 350kW per vehicle. ChargePoint Assure maintenance and management package including proactive station monitoring, parts and labor coverage, and a guaranteed station uptime of 98%. Full construction including site improvements, electrical infrastructure, electric service upgrades, and EVSE installation. Overall program and project management and design led by ChargePoint. Together with its project partners, ChargePoint will deploy both DC fast charging and Level 2 infrastructure to serve City of San Luis Obispo parking lots. The final scope of work associated with each City parking lot will be confirmed with coordination with City staff, coordination with PG&E to verify grid capacity and optimization of installation costs. The scope of work will be optimized for installation to serve current electric vehicle demand. This scope will also include sufficient future proofing to serve the needs of electric vehicles over the next decade. It is initially estimated that the below scope is to be provided at each of the following San Luis Obispo parking lots: Parking Lot Name Address Quantity of DC Ports Quantity of Level 2 Ports Lot 9 680 Monterey St., San Luis Obispo, CA 93401 4 2 Calle Joaquin Park & Ride Lot 1530 Calle Joaquin, San Luis Obispo, CA 93405 4 2 Santa Rosa Park Lot 1050 Oak St., San Luis Obispo, CA 93405 6 4 Existing ChargePoint EV charging network in San Luis Obispo San Luis Obispo Parking Lots for new deployment of EV charging Page 298 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 5 This new infrastructure deployed by the ChargePoint partner team is in compliment to the over 200 existing charging ports currently deployed on the ChargePoint network in San Luis Obispo. If the City desires, ChargePoint and its partner team will consider taking over operational responsibilities for the 21 Level 2 charging ports which are currently serving San Luis Obispo parking lots. ChargePoint and our partners have a variety of different business models for the City of San Luis Obispo to consider, including an option to provide EV charging at zero-cost to the City provided that the in-person assessments prove the sites to be buildable and economically feasible to construct. In developing this proposal and the associated quotes, the ChargeP oint Team has reviewed all provided RFP material and performed our own due diligence to the greatest extent possible in lieu of a formal in-person site assessment and utility service assessment. When it is feasible, we will perform an onsite site assessment to review existing conditions and work with the City to verify the conceptual design and perform a site survey to identify underground and overhead utility obstructions. We conduct early planning meetings with the utility and planning committees to design the system to meet all requirements to expedite the planning process. The team will review Pacific Gas & Electric (PG&E) rate structures to determine the best fit to provide lowest cost of electricity to the sites. The conceptual design was based on the project requirements outlined in the RFP, virtual site walks, and addendums. The charger types were selected to provide a cost-effective installation and selected dual or single port chargers and cord lengths to fit the charger ports. The electrical infrastructure was conceptually designed around constructability and load profiles to ensure an efficient design. Upon award, all site construction and station installation will be performed in compliance with all applicable municipal, county, state, and Federal codes, laws, ordinances, standards, and rules that govern the design, installation, interoperability, start-up, commissioning, maintenance, and operations of such facilities. Operational data from the existing ChargePoint EV charging network currently located at San Luis Obispo parking lots Page 299 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 6 B. SCOPE OF WORK The City seeks proposals from qualified vendors that can install, operate, and maintain open-source public DC Fast Charging (DCFC) and Level 2 Charging Stations, as feasible, on City-owned properties and in public rights of way. Proposers may identify only DCFC chargers, only Level 2 chargers, or both. The selected vendor will be responsible for and cover all costs associated with the procurement, installation, operation, and maintenance of new charging stations on City-owned properties. If a proposing vendor believes that the intent of the project can be achieved through an alternative scope of work, the City will accept their proposal for review so long as the amendments to the proposed scope of work contained herein are adequately justified. Task 1. Site Identification The City is interested in deploying the maximum number of DCFC and Level 2 chargers as rapidly as possible. Respondents will identify and propose strategic locations at which to deploy charging stations. In the interest of supporting the assessment, the City has identified three locations as potential sites for new DCFC charging station deployment and defers to proposers on these sites’ viability and the inclusion of additional sites: Lot 9: 680 Monterey St., San Luis Obispo, CA 93401 Calle Joaquin Park & Ride Lot: 1530 Calle Joaquin, San Luis Obispo, CA 93405 Santa Rosa Park Lot: 1050 Oak St., San Luis Obispo, CA 93405 Please note that these sites are only provided to support the assessment and any public parking lot, parking space or garage is eligible for consideration. Task 1 will include the submittal of a concept-level map identifying initial proposed locations, or priority areas, for proposed installations. This map should be accompanied by a brief summary of methods and/or key criteria that informed site selection, such as adjacent uses, land use densities, or considerations based on the proposed service model. Overall, the City wishes to maximize the number of new charging stations installed at strategic locations. Final site selection for charging infrastructure deployment is subject to approval by the City. ChargePoint response: Read, understood and comply. Please see our detail responses at the beginning of section E and subsequent responses below. Task 2. Installation Upon final site selection, the selected vendor is responsible for achieving completed installations at each charging station, to include: Obtaining all applicable local, state, and federal permits required for installation and operation of the charging stations. Ensuring that all installation work as it pertains to site prep aration, curbing, striping, signage, charging equipment, billing and networking systems, and electrical interconnections is working properly and installed: o consistent with the manufacturers’ specifications o consistent with the project design proposed in the bid o in accordance with all applicable local, state, and federal zoning and code Page 300 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 7 requirements Coordinating the installation activities with the equipment manufacturer, City staff, networking service, electric utility, and any subcontractors needed to complete the work. ChargePoint response: Read, understood and comply. Please see our detail responses at the beginning of section E and subsequent responses below. Task 3. Operations and Maintenance The selected vendor will: Operate and maintain each charging station for at least five (5) years from the date the charging station developed under this RFP becomes operational, in accordance with the terms of the contract resulting from this RFP. Bidders may include proposals for a longer term. Term proposals should also include details about asset decommissioning and/or right to transfer ownership at the conclusion of the term. Be responsible for ensuring the maintenance of the chargers including cables, ancillary equipment, and any awnings, canopies, shelters and information display kiosks for signage associated with the charger. “Maintain” as used in this RFP shall mean, “to provide all needed repairs or desired and approved alteration, as well as regular maintenance needed to ensure optimal performance and minimize downtime. Equipment shall be kept safe and presentable.” Ensure that the equipment at each EV Charger is operational with uptimes consistent with industry standard best practices. It is the Contractor’s responsibility to ensure the uptime commitments are met for each individual charger and that interruptions are remedied within a pre-arranged and agreed upon time frame. Not, during the period of operation, move a charging station, sell or take a charging station out of service for any reason, without prior written approval from the City. ChargePoint response: Read, understood and comply. Please see our detail responses at the beginning of section E and subsequent responses below. Task 4. Monitoring Each charging station should have network communications that, at a minimum, provide the following information about each charging transaction, at each charging location: Charging data such as date and time of usage (start and stop time) and accurate utilization rates. o Total kWh and Total kW draw. o Total dollar amount charged to the user. o Station status and health in real time. o Malfunction or operating error. The selected vendor shall report full site level usage quarterly to the City for the duration of the contract. Page 301 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 8 ChargePoint response: Read, understood and comply. Please see our detail responses at the beginning of section E and subsequent responses below. Task 5. Customer Support Services Provide customer service support as follows: Provide customer support for the duration of the contract, with the ability to provide customer support/or extend after the completion of the contract. Resolve customer issues over the telephone. ChargePoint response: Read, understood and comply. Please see our detail responses at the beginning of section E and subsequent responses below. C. PROJECT SCHEDULE Successful respondent(s) should demonstrate their ability to rapidly deploy charging infrastructure as described in this RFP. Respondents should include a proposed timeline that includes the most rapid deployment feasible, describe how it has the capacity to meet this timeline, and identify any potential obstacles to the achieving the timeline along with proposed approaches to mitigate these obstacles. ChargePoint response: Read, understood and comply. Please see our detail responses at the beginning of section E and subsequent responses below. D. PROJECT BUDGET This RFP solicits services at no cost to the City. Proposals should include an estimated project budget that allows the City to evaluate the cost-effectiveness and long-term financial viability of proposed services. Projects with self- sustaining business models are highly preferred. Proposals should include lease payment amounts or a “no cost” lease where the vendor uses the lease savings to install level 2 charging units at other locations in the City (note that the installation of additional units is the City’s preferred approach). Proposals should clearly identify the proposed lease amount per space per year and/or propose an alternative approach to provide value for the leased space. ChargePoint response: Read, understood and comply. Please see our detail responses at the beginning of section G and subsequent responses below. Page 302 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 9 E. GENERAL TERMS AND CONDITIONS Submittal Forms a. Proposal submittal summary. ChargePoint response: Please refer to the section Proposal Submittal Summary at the beginning of this document. b. Certificate of insurance. ChargePoint response: Please see ChargePoint Certificate of Insurance document for details. c. References from at least three firms or jurisdictions for whom you have provided similar services. ChargePoint response: Please refer to the References section below for more information. Qualifications d. Experience of your firm and those of sub-consultants in performing work and projects relevant to the Scope of Services outlined and described in the request. ChargePoint response: For more than a decade, ChargePoint has been building the fueling network of the future. ChargePoint started in 2007 before electric vehicles even hit the road, and today ChargePoint is now one of the largest, “pure-play” EV charging companies with over 5,000 unique commercial customers and over 174,000 active places to charge on the ChargePoint Network. ChargePoint provides EV charging solutions throughout North America and Europe and our 1,400+ employee workforce is dedicated to designing the most innovate and reliable EV charging platform. Page 303 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 10 ChargePoint response: In March of 2021, ChargePoint became the world’s first publicly traded global EV charging network when we were listed on the New York Stock Exchange under the stock symbol CHPT. We are proud of our role in building the new fueling network and our ability to be 100% focused on EV charging. Since we are not part of a broader company whose interests are diversified in unrelated or even competing fueling solutions, we are able to dedicate all our efforts to our mission: to get all people and goods moving on electricity. e. Resumes of the individuals who would be assigned to this project, including any sub- consultants, with their corollary experience highlighted and specific roles in this project clearly described. ChargePoint response: Our project team will meet with the City’s representatives to coordinate the design criteria and solution needs while reviewing the constructability to reduce construction costs and coordinate construction needs with the operations of the facility. This approach will optimize the design solution while minimizing impacts to ongoing operations. During detailed design the team will work with the City to identify risks and develop a plan and costs associated with that to mitigate risks. The team will perform early communications with the utility companies at each site to identify lead times and work with them to expedite where possible. Further, we may plan to have additional spare chargers at the site to avoid any unforeseen issues and serve as an additional measure to ensure deployment is on schedule. Permitting Execution Strategy The team will hold preconstruction meeting with municipalities (plan examiner and inspectors) to ensure clear alignment with required permits and inspections Our permit manager, with support from other team members, will prepare and execute to completion each of the permits and plan examination requirements Our Utility manager, with support from other team members, will coordinate all necessary utility service needs Project Organization – Single point of contact to the City of San Luis Obispo The project team with its PMP certification adheres to the Project Management Body of Knowledge (PMBOK) serves as the guiding principle for managing this initiative. All the different functions of the ChargePoint project execution organization are headed and managed by the ChargePoint Project Manager (CPM). Any correspondence such as clarifications, questions, remarks or requests can be directed by the City or it’s sub-contractors to a single point of contact at CPM. The CPM will receive all the requests from Page 304 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 11 ChargePoint response: the City, transfers them to the responsible team member(s) and ensures a response to the City on time, in best quality, and with the information and documentation as requested. Resumes of ChargePoint Program Team Supporting San Luis Obispo: Davin Jader (Project Sponsor) Region Vice President, West Davin has been with ChargePoint for over 4 years and is responsible for the development & execution of sales strategies for ChargePoint managed network services and hardware into the Southwest region of the United States. Davin has over 20 years of Executive Sales experience and is based in Scottsdale, AZ. Davin graduated from Arizona State University with a Bachelor of Science degree. For more information, please see LinkedIn profile: https://www.linkedin.com/search/results/all/?keywords=davin%20jader&origin=GLOBAL_SEARCH_HE ADER&sid=P42 Brendan O’Donnell (Single Point of Contact)* Regional Manager, Public Sector – West Brendan handles EV infrastructure for the Southern California, Public Sector and Municipalities in the Southwest region for ChargePoint. Brendan has over 23 years in technology, sales and leadership experience where he brings a wealth of knowledge, business development, and relationship management to identify, qualify, and develop EV solutions to the Utility Market. Brendan holds an MBA at the Anderson School at UCLA. For more information, please see LinkedIn profile: https://www.linkedin.com/in/brendan-o-donnell-9b219a9/ Page 305 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 12 ChargePoint response: Andrei Stsiapanau Senior Director, Project Development Operations Leader in charging, EV infrastructure, energy, and battery storage projects for 19+years. Andrei Stsiapanau has managed hundreds of construction and infrastructure projects. Today, Andrei Stsiapanau continues to provide state-of-the-art charging electrical systems, infrastructure systems, and maintaining Health and Safety systems for employees and contractors. Andrei is helping electrify the Heavy, Medium, and Light Duty Private and Public Transportation Industry. He is currently responsible for infrastructure sales, project development, design, and full-scale delivery of 100% operational heavy commercial and industrial charging systems. At Proterra Inc., Andrei' managed a team of 24+ multi-level employees and 180+ subcontractor employees. Previously established strategic planning goals, refined SBUs business strategies, and grew revenue totaling $68M since 2018. At Tesla Inc., Andrei S was responsible for managing Production Control, Commercial Operations, and other divisions at Tesla's manufacturing sites. Mr. Stsiapanau was directly involved in the biggest launch of the manufactured products in the United States, the Tesla Model 3. Worked in the factories and guided expansions estimated at $2.4B. He holds a BASc from Moscow Power Engineering Institute (Technical University). For more information, please see my LinkedIn profile: https://www.linkedin.com/in/andrei- s-a1352635/ Lin Li Solutions Engineering Lin is based at ChargePoint headquarters in Campbell California and oversees all technical aspects of the sales process. Prior to joining ChargePoint, Lin held similar positions with Canadian Solar, Sharp, and Recurrent Energy. Lin graduated from UC Davis with an Electrical Engineering degree. Technical experience & proficiency: + Statistical experience in developing programs involving data mining. + Coordinated information between onsite project managers and engineers. + Presented facility design and energy forecasts analyses to multi-disciplined teams. + Developed and implemented tools to evaluate energy production of photovoltaic power generation facilities. For more information, please see LinkedIn profile: https://www.linkedin.com/in/lin-li-6525334/ Mike Waters Director of Customer Solutions Mike is responsible for leading bid strategy and deal architecture for key sectors including fleet, utility, and other high value opportunities. Mike has 14 years of experience in supporting the electric vehicle industry including serving as the Director of Utility Solutions with ChargePoint and as the EV Program Manager for Duke Energy. He has a bachelor’s degree in chemical engineering from Georgia Tech and an MBA from Kenan-Flagler Business School at UNC. For more information, please see LinkedIn profile: https://www.linkedin.com/in/mikekwaters/ Page 306 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 13 ChargePoint response: Katelyn McKinley Site Research & Qualification Specialist Katelyn has over 10 years’ experience in land use regulations in a variety of federal, state, and local ordinances and municipal zoning ordinances. Katelyn role will be to determine the zoning for each parcel of land and assisting us with securing land use permits to ensure that the proposed land uses meets all viable factors. She is has a certified teaching assistant from Geneva College. For more information, please see LinkedIn profile: https://www.linkedin.com/in/katelynnmckinley/details/experience/ Newonda Nichols Sr. Program Manager, Utility Solutions Newonda collaborates with utilities in North America on commercial and residential program management, implementation process and ensuring program success for electric vehicle smart charging infrastructure across all verticals. She holds a degre e in Business Operations Management from California State – Sacramento. . For more information, please see LinkedIn profile: https://www.linkedin.com/in/newonda-nichols-a4b20125/ f. Statement and explanation of any instances where your firm or sub-consultant has been removed from a project or disqualified from proposing on a project. ChargePoint response: ChargePoint and our sub-contractors have not been removed from a project or been disqualified from proposing on a project. Work Program g. Detailed description of your approach to completing the work. ChargePoint response: Please find below an indicative project schedule for the City of San Luis Obispo. ChargePoint and its’ partners will work closely with the City to install and activate the charging stations as quickly as possible while minimizing disruptions to each site. Page 307 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 14 ChargePoint response: h. Detailed schedule by task and sub-task for completing the work. i. Estimated hours for your staff in performing each phase and task of the work, including sub- consultants, so we can clearly see who will be doing what work, and how much time it will take. ChargePoint response: The task and subtask project scope are a high-level representation of one site from project identification to project closure. Please see the number of workdays allocated to each Task. All estimations are based on the standard Mon-Fri work week and norm business hours. Our proposal does not include over-time and/or Holiday hours. Page 308 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 15 ChargePoint response: Page 309 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 16 j. Services and deliverables provided by the Consultant(s). ChargePoint response: ChargePoint will provide comprehensive services to support the roll-out of EV charging equipment in the City of San Luis Obispo to include the following: + Regional planning + Site evaluation + Permitting, utility coordination & contractor management + Technology partnerships + Installation oversight & equipment commissioning + Coordination with a third-party owner operator to provide the City continued ongoing operation of the EV charging infrastructure & utility service k. Services and deliverables provided by the SLO, City. ChargePoint response: The services and deliverable items listed below will be needed from the City. Some documents will be needed during the discovery, design, execution of construction phases, and commencement of work. The services, questions, clarifications, and deliverable items include but are not limited to: Description Requests (Deliverables, Clarifications and Documentation) Project Documentation + Electrical single line diagram and as-built drawings for each site and surrounding areas (if applicable) + Utility bill or max power demand for the past 12 months + Has a traffic flow study been performed for the existing facilities? If so, could you please share? Site Surveys and Access + Has a soil sampling or geo-tech study been performed for the area of new development? If so, could you please share? Are there any contaminated soils/ unsuitable soils known to the SLO Team? + ChargePoint wishes to survey the existing site using a camera mounted on an aerial drone. Will SLO allow this survey of the area for new development? + Site access will be provided 6 days per week, during normal business hours Page 310 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 17 ChargePoint response: Communication and Coordination + Timely review of the RFI, RFQ, RFP requests as per contractual terms. + Timely submission/resubmission of all required documents to ensure milestones completions and overall success on the project. + Regular reporting on progress via Zoom, meetings, etc. + The City EV fleet will need to be provide with operators during the commissioning phases of the construction + The City Employees/staff will need to be present during the final completion, training of the personal hours, etc. Project Clarification + Could you please share overall future plans for the facilities if applicable? The example could be a new building placed within vicinity, in that case we are asking about: approximate sq. ft. including the main bldg., walkways, landscape, parking/charging station spaces (which will count per proposed layout at this time). + Does SLO foresee relocation of any existing site utilities (i.e., fire hydrants, fire suppression, communications, etc.)? + Is SLO planning to include Non- EV parking in the area of new development? + Will there be any additional electricity generations on these sites? If so, please provide the specifications of desired equipment. + Would SLO be planning for an updated architectural lighting design for the projects/sites? Or will this be up to the contractors and AHJ to figure out during the design phases? Contract Clarification + Will bonding be required for this project? + Will SLO include liquidated damages in the contract terms? + Could SLO please share a standard contract for this type of project? Page 311 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 18 l. Any other information that would assist us in making this contract award decision. ChargePoint response: ChargePoint is active in all segments of the EV charging ecosystem offering our in-house developed EV charging hardware, charger management software, and EV driver services. We believe this allows for the very best user experience for all stakeholders as all services are seamlessly integrated within our cloud. Having the ability to directly develop and leverage all elements of the charging eco-system in one seamless solution is what makes ChargePoint a world leader in EV charging. Below are some additional highlights of how our innovations have helped make EV charging easy: + Greater EV Driver Engagement Through Deeper Ecosystem Integration - ChargePoint continues to lead in developing new ways for EV drivers to discover and engage with EV charging at your location. We have integrated into various consumer platforms, including Google and Apple maps, as well as in-dash automotive platforms such as Android Auto and Apple CarPlay. These collaborations have produced an industry-leading charging experience that empowers drivers to charge when, where and how they want. + EV Industry’s Most Advanced EV Driver App to Find, Start, and Pay for Charging - ChargePoint has focused on constantly improving this experience for over a decade and today offers a best- in-class mobile application that has been downloaded millions of times. We are proud of having one of the highest rated, most customer-friendly apps in its category with ratings of 4.6 stars in both the Google Play and Apple store supported by thousands of reviews. Apple even named the ChargePoint mobile application the coveted "app of the day”. + Virtual Queue to Increase Charger Utilization – ChargePoint introduced an industry first with our Waitlist feature that allows EV drivers to get in enter a virtual queue when all the stations are in use. As EVs become fully charged, users receive a friendly message to move their vehicle as the station is held for the next EV driver in line. This helpful feature allows station operators to increase utilization of stations with greater customer satisfaction while minimizing time spent to manage and monitor users. + Advanced Test Facility to Increase Station Reliability - Unique within our industry, ChargePoint invested in a 16,000 square foot testing facility that was previously a UL-testing lab. The ChargePoint Advanced Test Facility contains a comprehensive testing suite that includes mechanical, environmental, and operational stress tests. This allows ChargePoint to quickly evaluate our designs and make continual improvements to ensure our hardware is as reliable as possible for as long as possible. + Flexible Power Management to Reduce Utility Costs - The ChargePoint EV charging software platform includes a wide array of options to manage energy and power at stations and groupings of stations to allow operators to save money on their utility bill and associated electrical infrastructure. This includes advanced features such as circuit sharing, power sharing ceiling, demand response, pricing-based power management, and more. + Highest Level of Cyber Security to Increase User Confidence - As a world leader in EV charging, ChargePoint supports an open, standards-based, and secure charging ecosystem to enable innovation and protect sensitive business operations. The includes certification to ISO 27001, PCI, Page 312 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 19 ChargePoint response: SOC 1/SSAE 16/ISAE 3402 (formerly SAS70), SOC2, SOC3, FISMA, DIACAP, and FedRAMP, and more. + Seamless Integration into Distributed Energy Resources and Backoffice Systems Through APIs - ChargePoint has developed a wide array of Soap/XML and REST standards-based Application Programming Interfaces (APIs) to support greater integration of station data and controls between our platform and the station owner’s backend systems. Station administrators can use these APIs to automate and integrate reporting, retrieve financial transaction data, manage driver groups, and create push notifications for station status updates. These APIs are also available to tie into local energy management platforms and distributed energy resources such as battery energy storage and solar PV. Please refer to the attached ChargePoint Solutions Overview for additional information on our proposed EV charging solution. m. Description of assumptions critical to development of the response which may impact cost or scope. ChargePoint response: The most critical item required to finalize cost and scope of each charging location is a thorough site walk by one of ChargePoint’s chosen qualified contractors. This includes coordination with the local utility, PG&E to confirm sufficient power availability as well as buildability of the site with reasonable construction costs. This site walk will be critical given the current supply chain environment to confirm not only up-to-date costs, but also to understand lead times on electrical equipment availability and delivery. The predicted EV driver utilization at each of the sites also can have a large impact on the scope of each charging project, however ChargePoint will take this into account through the site selection process to match the desired scope by the City and to ensure a path to profitability for the owner/operator of the charging stations. PG&E currently has an electric tariff specific to EV charging which is favorable and will apply to any charging sites proposed and therefore will not impact cost or scope. Requested Changes to Terms and Conditions n. The City desires to begin work soon after selecting the preferred Consultant Team and expects the Consultant to execute the City’s contract and all of the terms therein, as set forth in Exhibit A. To expedite the contracting process, each submittal shall include requested redlined changes to terms and conditions, if necessary. Please be advised that Consultant’s requested changes to the City’s terms and conditions will be considered by City staff when scoring and determining the competency and responsibility of the bidder. ChargePoint response: Read, understood and comply. Page 313 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 20 Sustainability o. Please also note that the City includes organizational commitments to sustainability in its evaluative criteria. The City’s sustainable procurement policy and objectives include procuring products and services that: x Conserve natural resources including water, energy, and raw materials; x Minimize environmental impacts such as water and air pollution during use; x Eliminate or reduce toxins that create hazards to workers, citizens, wildlife, and the environment; x Support recycling efforts and use products with recycled content; x Encourage suppliers to reduce environmental impacts; x Support worker health, safety, and fair wages. Please include information in your proposal about how your firm supports one or more of these principles. ChargePoint response: ChargePoint is committed to protect, utilize, and manage our natural resources and reduce our carbon footprint in order to prevent pollution and to continually improve the air we breathe, the water we drink, and the earth we inhabit. ChargePoint is ISO 14001 certified under the international standard for Environmental Management System. As part of our status of ISO 14001 certification, we also be asking our suppliers if they are certified themselves or if they plan on getting certified which will get weighed into the decision to do business with such entities. Under our sustainability commitment, we have also undertaken a logistics program to reduce GHG by using regional warehousing and fulfillment as opposed to centralized. Sustainability at ChargePoint means conducting our business in a manner that acknowledges and takes responsibility for our direct and indirect impact on the environment. This means that we will conserve energy, dispose of waste responsibly, and reduce pollutants and other byproducts our activities may generate. All employees and contractors are responsible for ensuring that they take sustainability into account in their day-to-day decision-making. By conducting our business in this manner, we align our long-term success with the earth’s ecological well-being, and create enduring benefits for our shareholders, customers, employees, and the communities we live and work in. Examples of our internal sustainability initiatives include: Greenhouse Gas Emissions Reduction + Reduced emissions from facilities + Use light sensors in office spaces to reduce emissions from lighting + Exploring renewable energy options for powering offices and facilities + Reduced Emissions from Transportation + Relocated warehouses to be near manufacturing sites to reduce moving product across the country via tractor trailer + Provide EV charging for employees – almost 60% of our employees drive electric vehicles Waste Reduction + Redesigned packaging to remove significant amounts of foam protective packing material to make all packaging recyclable. Ongoing project to remove 100% of foam packaging material. Page 314 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 21 ChargePoint response: + Implemented an in-house recycling program to maximize the amount of material we divert from landfill. + Eliminated all disposable cups, utensils, and plates from company kitchens to reduce waste. + Provide every employee a reusable water bottle to eliminate the use of plastic water bottles in our offices. ChargePoint Awards + Momentum for Change (2015): The United Nations Framework Convention on Climate Change honored ChargePoint with a Momentum for Change award at the annual Conference of Parties (COP21) in Paris, France. ChargePoint was one of 16 Lighthouse Activities selected for its innovative and scalable approach to tackling climate change. + Global Cleantech 100 (2009-2014) and Hall of Fame + Sustainia 100 Member and winner top sustainable solution + East Bay Clean Cities, Clean Air Champion Award ChargePoint Products’ Energy Star Compliance ChargePoint is proud to be the first EVSE manufacturer to achieve ENERGY STAR compliance on its Level 2 products. Under these ENERGY STAR efficiency requirements, savings from ENERGY STAR certified EVSE will grow to more than $17 million each year and more than 280 million pounds of annual greenhouse gas emissions would be prevented, equivalent to the emissions from more than 26,000 vehicles. Enabling Sustainability for our Customers ChargePoint is also passionate about the part we play in our an d our customers’ sustainability programs. EV charging helps slow climate change or even eliminate emissions altogether when paired with renewable electricity sources. ChargePoint supports customers, tenants, and employees in switching to an EV by ensuring this ‘green’ amenity is inherent to the infrastructure where people live, work and play. ChargePoint collaborates with a wide range of advocacy groups that promote sustainable technologies and initiatives. For additional details on our sustainability initiatives, please visit the following website: https://www.chargepoint.com/about/sustainability/. Page 315 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 22 F. INSURANCE REQUIREMENTS Supply & Equipment Contracts - Lease The Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Contractor, its agents, representatives, employees or subcontractors. Minimum Scope of Insurance. Coverage shall be at least as broad as: 1. Insurance Services Office Commercial General Liability coverage (occurrence form CG0001). 2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1 (any auto). 3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. Minimum Limits of Insurance. Contractor shall maintain limits no less than: 1. General Liability: $2,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage. 3. Employer's Liability: $1,000,000 per accident for bodily injury or disease. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, officials, employees and volunteers; or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions: 1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as respects: liability arising out of activities performed by or on behalf of the Contractor; products and completed operations of the Contractor; premises owned, occupied or used by the Contractor; or automobiles owned leased, hired or borrowed by the Contractor. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officers, official, employees, agents or volunteers. 2. For any claims related to this project, the Contractor's insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, agents, and volunteers. Page 316 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 23 Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be excess of the Contractor's insurance and shall not contribute with it. 3. The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII. Verification of Coverage. The Contractor shall furnish the City with original endorsements effecting coverage required by this clause. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences. Subcontractors. Contractor shall include all subcontractors as insured under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein. ChargePoint response: Please see ChargePoint Certificate of Insurance document for details, which includes our insurance provider’s signature. Please note, ChargePoint has not subscribed to A.M Best’s Rating service, thus we are unable to produce a rating at this time. Page 317 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 24 G. PROPOSAL SUBMITTAL FORM The undersigned declares that she or he has carefully examined [ ] which is hereby made a part of this proposal; is thoroughly familiar with its contents; is authorized to represent the proposing firm; and agrees to perform the specified work for the following cost quoted in full: p. Bid Total Base Price $2,275,000 Sales tax Other TOTAL $2,275,000 Cost to City of San Luis Obispo $0 Delivery of equipment to the City to be within (flexible and will work towards City’s needs.) calendar days after contract execution and written authorization to proceed. ChargePoint response: As noted above, while the project is expected to cost roughly $2.3M in the example assuming 14 DC fast-chargers and 8 Level 2 chargers in total across 3 EV charging sites ChargePoint and its’ financing partners will conduct a thorough site analysis to identify the top sites within the City to offer to the City of San Luis Obispo for $0 in upfront capital costs and $0 in operating costs. Should there be additional sites which are likely to see high EV driver utilization, ChargePoint may propose additional charging sites to the City at zero-cost. Each site would be estimated to be valued between $650K and $900K. The way to generate a return on investment on EV charging is through a long-term approach to electric vehicle ownership focused on low charging rates and increased utilization. EV infrastructure design and engineering expertise enable ChargePoint and its partners to get installations right the first time. Other important factors include numerous financial incentives, including tax credits and carbon credits to aid in offering this no-cost solution to the City. ChargePoint would advocate installing a minimum of 2 DC Fast Chargers per location to take advantage of incentive funding (perhaps at fewer overall sites in Phase 1). This budget is presented in line with the RFP requirements; we want to work with you to hit the ground running with an infrastructure plan that will most benefit drivers and promote EV adoption. From our perspective, a Phase 1 strategy deploying 4-6 DCFC stations at 3-4 locations and 10-20 Level 2 stations at an additional four locations would offer significant upside. Given this, we will deploy capital and execute as per the City’s requirements. Page 318 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 25 q. Certificate of insurance attached; insurance company’s A.M. Best rating: N/A. Firm Name and Address Woodruff Sawyer 50 California Street, Floor 12 San Francisco, CA 94111 www.woodruffsawyer.com Contact: Corinne Ford Phone 415.399.6469 Signature of Authorized Representative *Signature offered within the Certificate of Insurance Date June 14, 2022 Page 319 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 26 References Number of years engaged in providing the services included within the scope of the specifications under the present business name: ChargePoint, Inc. . Describe fully the last three contracts performed by your firm that demonstrate your ability to provide the services included with the scope of the specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference No. 1: Agency Name County of San Diego Contact Name MS. Susan Freed Telephone & Email 858.229.9809 susan.freed@sdcounty.ca.gov Street Address 5560 Overland Ave Ste 410 City, State, Zip Code San Diego, CA 92123-1204 Description of services provided including contract amount, when provided and project outcome Multi- level and million-dollar client with numerous projects located within the County of San Diego. Reference No. 2: Agency Name City of Long Beach Contact Name Mr. Ernie Martinez Telephone & Email 562.570.5406 ernesto.martinez@longbeach.gov Street Address 2600 Temple Ave. City, State, Zip Code Long Beach, CA 90806 Description of services provided including contract amount, when provided and project outcome Multi-level and 5 plus million-dollar client with over 1,000 ports EVSE orders projected over 2020 to 2025. Page 320 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 27 Reference No. 3 Agency Name City of Santa Barbara Contact Name Kristian Hoffland Telephone & Email 805 564-5595 khoffland@santabarbaraCA.gov Street Address 735 Anacapa Street City, State, Zip Code Santa Barbara, CA 93101 Description of services provided including contract amount, when provided and project outcome Multi-level and 3-to-4-million-dollar client with 16 locations for EVSE orders projected over 2020 to 2025. STATEMENT OF PAST CONTRACT DISQUALIFICATIONS The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of the violation of law, a safety regulation, or for any other reason, including but not limited to financial difficulties, project delays, or disputes regarding work or product quality, and if so to explain the circumstances. x Do you have any disqualification as described in the above paragraph to declare? x Yes q No q x If yes, explain the circumstances. Executed on June 14, 2022, at Campbell, CA. under penalty of perjury of the laws of the State of California, that the foregoing is true and correct. Signature of Authorized Proposer Representative Page 321 of 753 CHARGEPOINT SOLUTIONS OVERVIEW June 14, 2022 Prepared for: City of San Luis Obispo Page 322 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 2 Table of Contents 1 ChargePoint Overview ......................................................................................................................... 3 2 ChargePoint EV Charging Network ...................................................................................................... 5 2.1 Charging Station Management Software .................................................................................... 5 2.2 EV Driver Experience and Services ............................................................................................. 12 2.3 Network Security and Privacy .................................................................................................... 16 2.4 Interoperability and Standards .................................................................................................. 16 3 ChargePoint EV Charging Stations ..................................................................................................... 18 3.1 ChargePoint CT4000 – AC Level 2 Mixed-Use Charger .............................................................. 19 3.2 ChargePoint Express 250 – Centralized DC Fast Charger .......................................................... 20 3.3 ChargePoint Express Plus – Distributed DC Platform ................................................................ 21 4 Customer Service and Warranty ........................................................................................................ 22 4.1 ChargePoint Assure .................................................................................................................... 23 Page 323 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 3 1 ChargePoint Overview For more than a decade, ChargePoint has been building the fueling network of the future. ChargePoint started in 2007 before electric vehicles even hit the road, and now ChargePoint is one of the largest “pure-play” EV charging providers dedicated to providing AC and DC charging solutions across every use case. Headquartered in Campbell, California, ChargePoint provides EV charging solutions throughout North America and Europe. Our mission is simple - to get everyone behind the wheel of an EV and provide a place for them to charge wherever they go. Products & Services ChargePoint operates as a one-stop shop for customers by providing the complete EV charging ecosystem. Our commitment to EV charging—and only EV charging—enables us to offer the best electric fueling experience across every vertical. We have built a fully integrated portfolio of hardware, cloud services and support with the best technology in the industry. This ensures that everything works seamlessly and with enhanced functionality, which in turn results in great customer satisfaction. Charger Management Software Our cloud-based software solution is the heart of our EV charging solution. The intelligent and flexible platform connects all parties in the EV charging ecosystem including the driver, site hosts/station owners, fleet and depot managers, utilities and more. Station owners access the ChargePoint Network via a web portal, as well as APIs, to monitor, report, and set the operating parameters for charging stations on their property. Below are just a few of the features enabled by the ChargePoint Network. Page 324 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 4 Charging Infrastructure ChargePoint is the only global EV charging solution provider that offers a complete portfolio of AC and DC charging solutions for every charging use case – from home to workplace to high power fleet charging. Customer Base ChargePoint operates one of the world’s largest EV charging networks with more than 174,000 activated places to charge on its network and access to an additional 290,000 public places through roaming integrations with other major networks (see map below). Over 5,000 commercial customers trust ChargePoint for their charging needs including fleet operators, employers, local governments, businesses, electric utilities, and many more. ChargePoint Operations ChargePoint provides charging solutions throughout North America and Europe and maintains offices and customer support centres on both continents. Today we employ over 1,400 people with more than 300 engineers dedicated to designing the world’s most innovate and reliable EV charging platform. In March of 2021, ChargePoint became the world’s first publicly traded global EV charging network when we were listed on the New York Stock Exchange (NYSE) under the stock symbol CHPT. Today, ChargePoint is the largest EV charging company that is 100% focused on transportation electrification. Since we are not part of a broader company whose interests are diversified in unrelated, or even competing fueling industries, we are able to dedicate all our efforts to the mission of making it easier for drivers to go electric. In Summary Only ChargePoint has the necessary experience, scale, service, and quality that will save station operators time and money, so you can focus on your core mission. Page 325 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 5 2 ChargePoint EV Charging Network The ChargePoint Network one of the largest, most advanced charge point operating networks (CPON) in the world with more than 174,000 activated places to charge on its network, and access to an additional 290,000 public places to charge through roaming integrations with other major networks. The ChargePoint Network provides the intelligence and software features that “makes it easy” for drivers to go electric, stations owners to efficiently operate their stations, and for utilities to access important charging data and control over how EV load integrates into the grid. The ChargePoint Network is the result of over 14 years of experience in providing EV charging services across both North American and Europe. This experience encompasses every potential charging use case, from residential to fleet to DC fast charging, as we believe a comprehensive EV charging ecosystem is necessary to support full scale transportation electrification. Successful EV adoption requires a consistent, reliable driver experience, a feature rich software platform that allows for ease of management, as well as responsive support when necessary. ChargePoint has a team of over 300 in-house software engineers that design, develop, and maintain all aspects of our charging solution. Our EV charging network, mobile application, and charging stations that we also provide are designed to work seamlessly together to provide the best station owner and driver experiences in the market. 2.1 Charging Station Management Software All proposed charging stations are coupled with the ChargePoint charge management system. This system, also known as the “ChargePoint Network”, is a cloud-based software platform enabling all the necessary tools to optimally manage EV charging stations. The ChargePoint Network is designed to provide operational visibility and management of the complete charging ecosystem and to enable station operators to reduce operating costs, increase station utilization, and optimize the EV driver charging experience. ChargePoint’s charging station management software plans provide a full feature set to tailor and manage all operating parameters and remotely view status and run utilization reports. The specific cloud plan will vary based on the model and capabilities of the station and plans are paid on an annual basis or pre-paid for multiple years at a discount. Access to the station management software platform is provided through a web-based portal and we provide additional highlights of the software capabilities through the remainder of this section. Page 326 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 6 Network Dashboard For station operators, a web-based dashboard provides a real-time overview of the charging infrastructure, with easy-to-read tiles. Aggregated monitoring/reporting of all stations, group(s) of stations, and monitoring of individual stations is accomplished using global filters for the Dashboard page. Each tile contains information pertinent to the charging operation, such as the following: + Station Status: Displays the real-time status of all stations, including the number of stations in- use, available, or at fault. + Real Time Power: Displays the active load of the charging stations. Should a Power Management policy be in effect, the power limit would be reflected in the tile so that the operator can monitor the active load vs. the maximum allowed load in real-time. This tile updates automatically every few seconds. + Energy: Indicates how much electricity was discharged by the stations on a monthly basis. + Average Session Length: Displays the breakdown between the time that vehicles take to actively charge vs. how long they are physically connected to a charging station. + Financials: shows Session Fees and the amount ChargePoint collects for EV charging and remits to your company. You can manage revenue by attracting more drivers or modifying what it costs to charge at your stations. Utility Cost is the estimated monthly cost based on a per kWh rate basis. + Environment: estimates the emissions avoided based on the energy dispensed and show tree growth equivalents from the EPA. Actual emissions avoided may be higher or lower depending on how your electricity is generated locally. Page 327 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 7 The ChargePoint Dashboard also includes driver feedback and tips for specific stations. To drive engagement and foster a sense of community among Drivers, Station Owners, and ChargePoint Support, station owners and ChargePoint support team members can reply to driver tips via the messaging card on the Admin Dashboard. Drivers will see the replies in the mobile app and will be notified if a station operator or ChargePoint Support responds to one of their tips or comments. Organizations and Rights Granting In the ChargePoint platform, all charging stations are associated with an organization that is utilizing or managing the stations. These organizations determine how their EV charging stations are set up including how they are physically and logically organized, who can use them, how much it costs to use them, energy management, and more. Station operators can assign access rights to multiple individuals within the company with varying rights to align with their needs and responsibilities. Org administration Ability to create several layers or organizations at the parking, site, region, country level Charger Group Customize the group of stations to administer them by group and generate aggregated reports Role Assign roles with various access privileges such as a Network manager, Station Manager, and Fleet Manager Station Configuration Management and Access Control For public access and mixed-use charging solutions, the ChargePoint charge management software enables a full suite of station configuration options to optimize utilization of the station through access control. Access control policies may be set up by station operators to restrict usage of charging stations using rules that vary between different driver groups. For example, stations can be set to allow for public or employee charging during typical workhours on weekdays for a fee, while only allowing tenant access during nighttime hours or weekends for no fee. Station on the ChargePoint Network can also be designated as publicly accessible and visible on the ChargePoint website map, on the ChargePoint mobile app, as well as many in-dash systems within the EV. All publicly accessible stations on the ChargePoint network are also listed on other public databases such as the U.S. Department of Energy’s Alternative Fuels Data Center (AFDC) as well as Google and Apple Maps. Station owners can alternatively designate stations as restricted for authorized users only making stations only visible to those drivers included on the access control policy. Driver Groups and Connections Driver groups are easily set up using the Connections feature in ChargePoint to associate charging stations and access profiles to specific EV drivers such as employees, tenants, multifamily residents, loyalty customers, ride share services, season ticket holders, or any group of drivers for which you may want to allow access to your EVSE or provide preferred pricing. Connection offers to drivers can be set up to be visible to all drivers using the ChargePoint mobile app or web portal or visible to only those drivers with a unique code provided by the site host (employer, property manager, etc.). This feature is extremely popular for station operators to optimize utilization of their stations and ensure the best possible driver experience based on the local use case. Page 328 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 8 EV Charging Pricing Options ChargePoint’s charge management software contains the most advanced and flexible pricing configuration tool for station operators to collect fees and influence charging behavior whenever desired. Pricing to drivers for EV charging services can be configured to be the same for all drivers or with pricing rules that vary for different groups of drivers. Pricing rules may be set up using any of the following options: + A fixed rate for the session. The driver pays a set fee for the entire session. + An hourly rate. The driver pays per hour or per minute, like parking meters. + An energy rate. The driver pays for the energy consumed on a per kWh basis. + Length-of-Stay escalating pricing. One price is charged during the first X hours and another price is charged for every hour afterwards. + Charge-Complete escalating pricing. One price is charged until the vehicle reaches full charge, then another price is charged afterwards with an optional grace period. + Time-of-Day pricing. One price is charged during peak hours and another during off-peak hours that may vary by day of week, weekdays, or weekends. + A minimum and/or a maximum fee per session. + A combination of the above. For example, a minimum fee PLUS an hourly rate or an hourly parking rate PLUS per kWh pricing. + Driver groups. Station owners may set unique policies for different classifications of drivers (e.g., students, faculty & staff vs. visitors) using the options above. + Scheduled Pricing. All of the above options may be set by time of day and day of week. Station Monitoring and Data Management ChargePoint provides extensive monitoring and reporting capabilities in a user-friendly and highly flexible web interface. ChargePoint stations are continuously communicating over the ChargePoint network and status updated in real-time and available on the web-based admin interface and via push alerts. The ChargePoint web interface provides the tools necessary to actively monitor and manage all stations, including near real-time status for each port, making it easy to view important information in a clear and concise table format. Detailed near real-time status for individual stations is available on the Station Properties page, including active charging sessions with current and voltage output levels to vehicle displayed. Administrators can: + Get live status, including network connectivity and port status + Reboot the station + View live charging sessions, including instantaneous power output + View a history of charging sessions Page 329 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 9 All reports may be exported to Excel or CSV format from the reports page directly. The categories of reporting available on the ChargePoint web portal include: + Analytics: A large collection of information, including peak occupancy, session information, energy dispensed, and GHG savings. There are several reports under Analytics including the Unique Driver Report, Session Length Histogram Report, and the Average Utilization Report. + Financial: If a fee is associated with charging, this report shows the monthly Flex Billing statement, including how much Drivers spent charging at the Organization’s stations, and how much money the Organization receives monthly. + Logs: A chronology of configuration changes and the success or failure of any attempt by the ChargePoint cloud to download information to the stations. + Audit Trail: All configuration and other actions including the user account that performed the action. + Alarms: A table of station events, including service-affecting faults. A sampling of report output is provided below. Energy by Day & Energy by Month Session Length Histogram & Average Utilization Sessions & Unique Drivers Page 330 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 10 ChargePoint also provides for more advanced energy reporting that includes more granular 15-minute interval level data reporting down to the port level. This is standard on the DC fast charging software plans and optional on the AC Level 2 station plans. An example of advanced analytics reporting is shown below: Energy and Peak Power by Port and Time of Day Station Alarm Reporting In the ChargePoint web-based portal, station operators can quickly view overall status of charging stations, including stations in alarm state that need service, categorized by alarm type. Comprehensive alarm log reports may be exported and include listings of station status at time of alarm (in use or available), alarm type, alarm event timestamp, and station details such as location, model number, and software version. Station operators also can enable batched email alerts to receive an hourly email containing alerts on all stations or a custom group of stations, for example alerts for stations in a particular geographical territory or customer. Station Software Updates ChargePoint leads the industry in innovation and new product development. Our charging stations are designed with intelligent networking capability and automated over-the-air station software upgrades to support new features and enhancements to ensure your investment is future-proofed. As new software features are developed and introduced for general availability, station software upgrades are automatically downloaded over-the-air to our installed base of commercial charging stations. The ChargePoint cloud-based services are also updated on an ongoing basis via sprint releases to support new features and integrated solutions. These ongoing innovations and software upgrades are included with the network services subscription at no extra cost. Power Management The ChargePoint EV charging software platform includes a wide array of options to manage energy and power at stations and groupings of stations. Options include: + Circuit Share: Allows a single circuit to power two or more ports, active load management ensures that the station load never exceeds the capacity of the circuit (e.g., 40A circuit powering 2 individual 32A ports). Circuit sharing can be set by the installer or remotely by ChargePoint Support when necessary. + Power Select: Allows lower power circuits to be run to the stations: 30A circuit supporting 24A load or a 20A circuit supporting 16A load. Power Select is typically set by an installer using the installation wizard but may also be remotely set by ChargePoint Support when necessary. Page 331 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 11 + Demand Response: Standard on our Express DC solutions and as an option on AC Level 2 stations, this enables station operators to conduct demand response on a station or group of stations. Power can be curtailed completely, by a percentage of the active power, or set to a lower power threshold. + Power Share Ceiling: Max aggregate load of a custom group of stations in a geographic region may also be configured, and power ceiling may optionally be set up to vary by time of day or day of week or may vary based on pricing information provided by the utility. + Pricing-based Power Management: ChargePoint can dynamically set the Power Share ceiling based on pricing information received from the utility. As the price increases, the aggregate power is decreased, thus reducing consumption. As the price decreases, the aggregate power is increased, thereby increasing consumption. This process is fully automated based on day-ahead pricing information from the utility. + Power Management: Allows an aggregate maximum load to be set for a group of stations at the circuit level, panel level and/or transformer or utility service level. DC power can be managed at a site level, in conjunction with Level 2 circuit and panel level power management applications. This allows for oversubscription of electrical service and optimizes the active charging time of vehicles relative to their overall time the vehicles are parked. ChargePoint Power Management enables efficient charging of an increased number of charging stations using available power at a site, reduces electrical infrastructure costs, and eliminates higher utility service costs associated with exceeding a peak power threshold. The following graphs illustrate the impact of using power management to significantly reduce the overall power demand at a single site. Page 332 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 12 Application Programming Interfaces ChargePoint has developed a wide array of Soap/XML standards-based Application Programming Interfaces (APIs) to support greater integration of station data and controls between the ChargePoint charge management system and existing backend systems with the station operator. Station administrators can use APIs to retrieve financial transaction data, manage charging stations, view detailed station information, real-time status, charging data, to get a list of active station alarms and clear alarms, manage driver groups, retrieve a list of connected or managed drivers, and update driver connection status. Station operators may also create a push framework to register for feeds that provide push notifications for station status updates. 2.2 EV Driver Experience and Services The mobile application is a critical component of any EV driver’s experience. ChargePoint has focused on constantly improving this experience for over a decade and today offers a best-in-class mobile application that has been downloaded hundreds of thousands of times to mobile devices. We are proud of having one of the highest rated, most customer-friendly apps in its category with ratings of 4.6 stars Page 333 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 13 in both the Google Play and Apple store supported by thousands of reviews. Apple even named the ChargePoint mobile application the coveted "app of the day”. The ChargePoint mobile app enables drivers to locate stations on the ChargePoint Network, stations on 3rd party networks, and even non-networked stations. Drivers can view real-time availability, navigate to any station using their preferred mobile navigation tool, authorize and pay for sessions, view real-time charging status, and receive alerts on charging events. Drivers can also use the ChargePoint app to view status and initiate charging on several other charging networks through which ChargePoint has implemented roaming agreements. Below is a series of screenshots that highlight the functionality of the ChargePoint App. Highlights include: + Network-agnostic station information from all networked and non-networked charging stations. + Comprehensive filtering capabilities, allowing the driver to focus on stations that matter to them—network operator, connector type, station power, fees, hours of operation, location. + Integration with user-preferred navigation tools including Google Maps, Apple Maps, and Waze. + Navigation to the exact parking space by use of latitude/longitude. + Google auto-complete POI search, allowing EV drivers to easily locate stations near destinations. + Crowd sourcing for additional station information, including driver tips. + Payment management including the ability to add/change payment options. + Data hosted in redundant, geographically diverse Tier-1 data centers. + Monitor and display real-time charging status. + Review miles added based on car model, cost of session, and amount of energy used over time. + Account Management to update personal information and order replacement RFID card. + Custom-defined “Favorites” list and list of recently used charging stations. + History that shows detailed description of all past charging sessions. Additional highlights specific to ChargePoint stations and stations on other charging networks with a roaming agreement with ChargePoint: + Real-time status and station availability. + Listing of dynamic pricing information. Page 334 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 14 + Ability to start a session from the mobile app. + Payment support at more stations than any other provider in North America. While most drivers love using use ChargePoint mobile app, drivers also have the option to use our web portal. The portal also provides a map of all charging stations within the geographical region and drivers can view past activity or view real time charging status for stations on the ChargePoint network as well as those on other roaming associated networks. Drivers can also view fuel and greenhouse gas (GHG) savings and track the vehicle’s charge history. Driver Accounts and Payment Options EV drivers can register with a ChargePoint driver account to enable greater functionality and convenience via the ChargePoint Network. This is a free service to EV drivers and does not any subscription or any setup fee to join. ChargePoint offers a variety of payment options to ensure EV Drivers can have the flexibility to pay the way they want. Depending on the station operator needs and how they configure their ChargePoint networked station, EV drivers will be able to use multiple point-of-sale methods including: + Credit Card: Drivers may use a contactless credit card or call the toll-free number clearly displayed on every station 24/7 to authorize charging. EV drivers will be able to pay via a credit card without having a ChargePoint account or the mobile app. + Apple Pay and Google Pay “Tap to Pay”: ChargePoint stations are compatible with Apple and Android phones using NFC technology with Google Pay and Apple Pay, allowing drivers to pay by tapping their phones at the station as if they were using a contactless credit card. No membership or registration required. + ChargePoint Account and RFID Card: New drivers can open an account online and sign up to receive a free ChargePoint card. The driver’s ChargePoint account is synched to the driver’s credit card, PayPal, Google Pay, or Apple Pay as a funding source. + ChargePoint Mobile App: EV drivers can start and stop charging with just one tap in the mobile ChargePoint app. Like the ChargePoint RFID card, this app is synched to the driver’s ChargePoint account. + Smartphone and Smartwatch “Tap to Charge”: ChargePoint drivers can use the NFC capabilities of their Android or Apple smartphone or smartwatch and tap at the station in lieu of using an RFID card. This feature ties the session to the driver account, enabling all features of the mobile application and activity tracking. Page 335 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 15 + Roaming Between Networks: ChargePoint registered drivers can utilize the ChargePoint app to initiate a charging session on any implemented roaming partner charging network, and conversely can utilize a roaming network’s account to activate a station on the ChargePoint Network. ChargePoint is a founding member of effort to develop roaming agreements between all major charging networks to help charging seamless for all EV drivers. ChargePoint handles the entire billing process on behalf of all parties to make it easy for all. All payment processing, funds transfer and collections are handled automatically with ChargePoint aggregating and remitting the balance, net fees, to the station operator on a quarterly basis. To support financial transactions for sessions at charging stations where the operator required a fee, registered ChargePoint drivers can link a credit card to their account to provide an initial fund source and to replenish the minimum balance over time as required. Drivers are not charged anything until the first session interaction which requires a payment. Account holders have access to detailed transaction records to be able to verify and monitor account activity without the need to examine one or more monthly credit card statements that contain a mix of everyday transactions. ChargePoint never stores the full credit card number in our database instead using a tokenization service and the last four digits of the Credit Card Number, all of which are encrypted at all stages. In-Dash EV Integration To give drivers another easy way to find a place to charge that fits with the way you drive, ChargePoint now works with Apple CarPlay and Android Auto. Many drivers already enjoy using these in-dash apps for media, navigation and other purposes. Now, EV charging is part of the in-dash experience as well. Just connect your smart phone to a vehicle that works with CarPlay and Android Auto and open the ChargePoint app to find stations nearby and even start a charge, all from the vehicle’s built-in display. You can do more than just find stations and start a charge. Use ChargePoint with CarPlay and Android Auto to: + See a map with nearby stations and availability + Tap on a station pin for more info like cost and address + Start a charge from the station info screen + Filter stations by speed, cost, availability and compatibility with your EV + Find recently used stations + Access favorite spots + Join a Waitlist on your ride to work Page 336 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 16 2.3 Network Security and Privacy As a world leader in EV charging, ChargePoint supports an open, standards-based, and secure charging ecosystem to enable innovation and protect sensitive business operations. The follow provides additional information on our network security initiatives and protocols. PCI Compliance ChargePoint maintains PCI compliance and is audited on an annual basis by Coalfire, an independent 3rd party Qualified Security Assessor (QSA). Coalfire has more than 17 years’ experience in IT security and compliance, serving thousands of client organizations across the United States and Europe. Their client list includes 3M, AWS, Azure, Orion Health, Concur, InstaMed, and many more. Information Security Policy Our Information Security Policy is based on the PCI-DSS 3.2.1 information security standard. We review our policy at least annually. The PCI DSS standard requires a comprehensive information security policy that is used throughout the organization and is distributed to all system users, including contractors, vendors, and business partners. ChargePoint uses this chapter of its policies, Requirement 12, as a stand-alone security policy for that purpose, in addition to Requirement 12's other functions within the PCI standard. ChargePoint believes that security measures taken should meet or exceed published standards, but that a public, precise description of measures is actually more likely to lead to a breach of cardholder data. ChargePoint strives to, and believes it does, meet or exceed the PCI-DSS standards, including those standards outside the realm of strict data security. ChargePoint Services ChargePoint provides services to thousands of customers through a cloud-based platform that is hosted at Amazon AWS. The IT infrastructure that AWS provides to its customers is designed and managed in alignment with security best practices and a variety of IT security standards, including: + SOC 1/SSAE 16/ISAE 3402 (formerly SAS70), SOC2, SOC3 + FISMA, DIACAP, and FedRAMP + DOD CSM Levels1-5, PCI DSS Level1 + ISO 9001 / ISO27001 + ITAR, FIPS140-2, and MTCS Level3 The production environment at AWS is isolated from the ChargePoint corporate network. ChargePoint also has no connect to any of our partner networks. The charging stations all communicate over the cellular network, bypassing the need for any local IT connectivity. Access to the cloud-based platform is via standard web browser with no plugins required. 2.4 Interoperability and Standards ChargePoint is dedicated to enabling the future of e-mobility by providing the most open, secure, and robust network anywhere. We utilize and support open standards and protocols to: + Connect: Connect any system and all Open Charge Point Protocol (OCPP) compliant hardware to the ChargePoint network Page 337 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 17 + Configure: Manage any charging station through one central platform with the ChargePoint Operator Network + Charge: Provide all EV drivers with the best charging experience available with the ChargePoint Driver Experience Network Below is a listing of key activities related to standards and protocols that ChargePoint has developed to enhance the EV charging ecosystem: + Station to Cloud Interface (OCPP): In addition to manufacturing and selling our own EV charging equipment, ChargePoint has over 8 years of experience with integrating EVSEs from other manufactures onto our network. The ChargePoint Network supports the OCPP v1.6J and 2.0.1 protocol making it possible to integrate any charging station that communicates via the protocol onto our network. ChargePoint has developed a robust integration program with a dedicated team to facilitate this process to adequately conduct integration and ensure stations works as expected. + Vehicle Interoperability Program: Given the importance of charging solutions to be interoperable with all types of electric vehicles, ChargePoint provides a Vehicle Interoperability Program (VIP) to test vehicles against our entire product line. The goal of the program is to ensure that before vehicles are released to the market that we have validated interoperability between the vehicle and all applicable charging stations. + Roaming: ChargePoint was a founding member of the industry effort to enable “roaming” which provides seamless EV driver access, including payment, to multiple charging networks via one native account. This is enabled via the OCPI open protocol that governs the communications between charging networks. ChargePoint has entered into agreements with all of the major charging networks to help simplify the EV driver experience. This includes EVGo, Greenlots, AddEnergie (FLO), EVConnect, Enel X, and dozens of more roaming partnerships in Europe. + Utility System Interface: ChargePoint was one of the first charging networks to be certified as OpenADR 2.0b compliant to help support the broadcasting of price signals and demand response events from utilities to charging station operators. Page 338 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 18 3 ChargePoint EV Charging Stations ChargePoint is the only global EV charging solution provider that offers a complete portfolio of AC and DC charging solutions for every charging use case – from home to workplace to multifamily charging. ChargePoint has been designing and manufacturing charging stations for over a decade and we offer some of the most reliable, user-friendly, and feature-rich charging stations on the market today. Our extensive portfolio of stations allows us to offer the optimum solution for any EV charging requirement – from long dwell time AC charging to high-speed DC charging. Below we provide a few highlights associated with ChargePoint manufactured charging equipment. + Standards Compliance: ChargePoint products are designed, engineered, and built to comply with industry standards and applicable national, and local regulations and codes. + Safety: In addition to compliance to UL and NEC codes, ChargePoint stations are designed to ensure safe operations in any environment, including ergonomics and cable management. + Vehicle Interoperability: Stations are available with the most common standard connectors including CCS Type 1, Type 2, and CHAdeMO, and ChargePoint vehicle interoperability testing with all major vehicle OEMs to ensure stations work as expected in the field. + Intelligent: All stations are connected to the ChargePoint cloud to provide station control, charging data, status and usage visibility, power management, API integration, and more. + Space Saving: ChargePoint stations are designed with minimal footprint to maximize available space. This is especially evident with our liquid cooled Express DC stations. + Reliability: ChargePoint stations are engineered and tested to last 10+ years, with real-time connectivity to diagnose issues. DC solutions are designed with redundancy built into the system architecture. + Serviceability: ChargePoint station are highly modular with minimal Field Replaceable Units (FRUs) for ease of installation, service, and operations and to minimize station downtime. Unique within our industry, ChargePoint is the only station manufacturer that also has invested in a 16,000 square foot testing facility that was previously a UL-testing lab. The ChargePoint Advanced Test Facility contains a comprehensive testing suite that includes mechanical, environmental, and operational stress tests conducted on both subsystems and fully assembled chargers. This allows ChargePoint to quickly evaluate our designs and make continual improvements to ensure our hardware is as reliable as possible and that this level of reliability is maintained throughout the product lifecycle. In addition to manufacturing and selling our own portfolio of EV charging equipment, ChargePoint also has over eight years of experience with integrating our charge management software on a variety of 3rd party EV charging station manufacturers. ChargePoint has developed a robust OCPP integration program with a dedicated team to facilitate this process to adequately conduct integration and certification and ensure stations work as expected in the field. In the remainder of this section, we provide an overview of the proposed ChargePoint charging hardware that meet the requirements associated with this solicitation. Page 339 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 19 3.1 ChargePoint CT4000 – AC Level 2 Mixed-Use Charger ChargePoint CT4000 Level 2 stations are ideal for public charging, workplace, shared multifamily, and general mixed-use applications. The CT4000 family of easy-to-use ADA compliant Level 2 charging stations integrate design and functionality with superior reliability and durability. The enhanced feature set of this mixed-use station, together with its associated cloud services plan, provides premium charging support while enabling enhanced station management including various access controls, driver grouping and connections, display functionality, as well as the ability to set and collect usage fees. The CT4000 family of stations is available as a single or dual station, as well as wall mount or pedestal-based configurations to support every installation use case. Each CT4000 station is equipped with one or two standard SAE J-1772 Level 2 charging connectors, each supplying up to 7.2kW (208/240VAC @ 30A). Cord lengths are available in both 18’ and 23’ lengths and all stations come with active cable management to ensure a safe and clean work environment. As with all ChargePoint charging stations, the CT4000 is rigorously tested to be safe and reliable, as well as designed to withstand severe weather. Key features of the CT4000: + Safe, Reliable, Energy Efficient Hardware: UL listed, meeting the stringent requirements of the nation’s leading safety standards organization. Stations are rugged, built to withstand the elements. ENERGY STAR certified to conserves power when not charging. + Driver Friendly User Interface: Instructional video shows how to use the station. Multi- language: English, French, Spanish. Touch button interface; works in rain, ice and with gloves. Backed by ChargePoint’s world class 24/7 driver phone support. + Rugged and Reliable: Strong and rugged design materials, such as the anodized aluminum exterior, built to withstand the elements. The CT4000 is also one of the most widely deployed and trusted charging stations in the world. + Smart & Fully Supported: Built-in cellular networking makes remote management of the station easy with ChargePoint Cloud Services. The CT4000 is also OCPP v1.6J Core compliant. + Minimize Costs with Flexible Power Management Options: An intelligent, lower power output can save station owners considerable installation cost while still providing the necessary charge times. With flexible power management options, station owners can meet the needs of operational needs while lowering costs. Page 340 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 20 3.2 ChargePoint Express 250 – Centralized DC Fast Charger The ChargePoint Express 250 (CPE250) is a state-of-the-art centralized DC fast charging solution available in North America and Europe. The CPE250 is engineered to fast charge current and next-generation electric vehicles, buses and trucks across a wide range of voltages. The station is designed to charge a single vehicle at a time and can be fitted with one or two standard connectors including CCS1, CCS2 or CHAdeMO. Charging connectors are attached to our cable management system to keep cords cleanly off the ground to increase workplace safety and protect the equipment The CPE250 can provide up to 62.5kW of power to a single vehicle when installed as a stand-alone station. More commonly, the CPE250 can be installed in an electrically paired configuration enabling a power output up to 125kW to a single connected vehicle or to share that power among two connected vehicles. The result is a powerful DC fast charging solution that provides 25% more power than a 50kW station and 40% more in a paired configuration. Key features of the CPE250: + High Availability and Serviceability: The Express 250 has minimal moving parts, increasing reliability and minimizing ongoing maintenance. Modular components can be installed in the field without any specialized tools or expertise. Multiple Power Modules allow for redundancy and continued station use should one Power Module experience issues. + Thoughtfully Designed: Ultra small footprint preserving precious space within parking lots. Fault-tolerant design, remote monitoring and intelligent diagnostics provide proactive alerts to prevent station outages. + Universal Compatibility: The Express 250 supports battery packs from 200V to 1,000V, ensuring both legacy and future electric vehicles can always be charged. Compatible with international electrical grid standards and vehicles. Supports current and future global connector standards. + Smart & Fully Supported: Built-in cellular networking makes remote management of the Express 250 easy with ChargePoint Cloud Services. The CPE250 is OCPP v1.6J Core compliant and supports 15118. + Dynamic Power Sharing: In the paired configuration, CPE250s dynamically steer available power between stations and connected vehicles to make the most efficient use of the investment and to charge vehicles as quickly as possible while managing site level power requirements. Page 341 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 21 3.3 ChargePoint Express Plus – Distributed DC Platform ChargePoint Express Plus (EP) is an ultra-fast DC charging platform designed to meet the charging requirements of both current and next-generation electric vehicles, including cars, buses, and trucks. The innovative design of ChargePoint Express Plus employs a modular, scalable architecture that allows station owners to purchase only what they need and scale up as demand grows, with no stranded investment along the way. The building blocks are designed such that a deployment can be configured to meet the exact requirements at any site. The Express Plus platform is comprised of the three key elements: the power conversion modules, the housing for those modules, and the end dispensers. Express Plus (EP) Power Module The EP Power Module is a self-contained AC to DC power conversion system that operates at an output of between 200 and 1,000 V and delivers up to 40 kW at a max current of 100 amps. EP Power Modules are sealed units, easily installed in an Express Plus Power Block in the field without any special tools or technical expertise. Express Plus (EP) Power Block The EP Power Block is modular housing for up to 5 EP Power Modules and provides up to 200 kW of power. The EP Power Block provides liquid cooling capabilities to EP Power Modules and can support between 1 and 8 Express Plus Power Link stations in a fully integrated system with remote diagnostics and management. Express Plus (EP) Power Link The EP Power Link is the station or dispensing component of the Express Plus platform. It is designed to support up to two flexible, lightweight cables compatible with all standard connector types including CSS and CHAdeMO. The EP Power Link can deliver between 200 kW and 500 kW to a single vehicle depending on the number of connected EP Power Blocks and cable rating. Multiple mounting options are available including pedestal, wall, and over-head (gantry) while built-in cellular networking provides for remote management. Key features of the Express Plus Platform: + Performance – the ability to increase power output at a later time to meet increase power demand in the future. + Scale – the ability to add more ports in the future to charge more vehicles. + Reliability and Availability – this is accomplished through system redundancy, design for serviceability and preventative maintenance to maximize uptime. + Universal Compatibility: The Express Plus supports battery packs from 200V to 1,000V, ensuring both legacy and future electric vehicles can always be charged with any standard connector. + Smart & Fully Supported: Remote management is easy with ChargePoint Cloud Services and built-in cellular connection. Operates on the new OCPP v2.0.1 protocol and supports 15118. + Dynamic Power Sharing: Steer available power with up to 16 connected dispensing ports to make the most efficient use of the investment and to charge vehicles as quickly as possible while managing site level power requirements. Page 342 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 22 4 Customer Service and Warranty ChargePoint EV charging stations are some of the most advanced and reliable in the world, but site conditions can change, wear and tear occurs, and accidents or equipment failures can happen. That is why it is so important that site hosts choose a solution that provides rigorously tested hardware designed for reliability and uptime along with integrated software and services that can quickly identify and proactively resolve issues. ChargePoint's customer support operations are multi-faceted, leveraging a complete ecosystem that include networked charging stations, driver and technical support, charger management software, and a network of field service partners. + EV Driver and Technical Support: ChargePoint believes customer support functions are too critical to be left in the hands of independent contractors. That’s why we have built up one of the largest, in-house Customer Support Centers in the EV charging industry. Based in Scottsdale, Arizona, our team of over a hundred support agents provide 24/7/365 driver and station owners support in multiple languages including English, French, and Spanish. + Networked, Easy-to-Service Charging Stations: The proposed networked ChargePoint charging stations, are built in a module, easily serviceable architecture (20–60-minute repair time), include granular level remote diagnostics, and are tested in our Advanced Test Facility. + Station Performance and Diagnostic Software: Stations are connected to the ChargePoint charger management system allowing station owners and remote technicians to manage stations, monitor alarms and alerts, and quickly identify and resolve issues. + Field Service Partner Network: ChargePoint has developed a global network of 120+ field service partners encompassing over 4,800 technicians, qualified through a robust training program. Partners are able to support station installation and well as conduct field repair and warranty services, including same-day dispatch capability. Page 343 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 23 4.1 ChargePoint Assure ChargePoint’s standard hardware warranty is one-year parts only for commercial stations. To provide greater peace of mind, ChargePoint recommends our Assure service for ChargePoint manufactured commercial charging stations. With Assure, ChargePoint takes responsibility for fixing hardware issues by providing parts, labor, and orchestration of repairs by expert support specialists. Proactive monitoring, regular reports and unlimited changes to station policies are included with Assure, as well as one business day response to requests and a 98% annual uptime guarantee. You can also get professional guidance when configuring your stations to make the most of EV charging. Summary of Assure features: + 24x7 proactive station health monitoring + Dispatch of repair technicians when required + Next business-day, on-site response after parts are delivered + Unlimited software configuration changes + 98% annual uptime guarantee with financial penalties for non-performance + Monthly reports and detailed quarterly reports of your station’s performance metrics + Coverage of labor for repairs typically not covered under standard warranty such as vandalism, abuse, and accidents Page 344 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com. Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 1 Addendum #1 – Partner Fact Sheet for the City of San Luis Obispo Solicitation 2205-001 Note – ChargePoint owns and operates chargers across the country as requested in the RFP. ChargePoint has also developed extensive partnership with third parties to provide a wide range of entities to support a complete turnkey solution including construction, installation, ongoing operations and maintenance. Please note, the interested parties listed below does not represent a confirmation of contract commitment to execute the project as additional due diligence is necessary including in-person site assessments of each location. Page 345 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com. Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 2 Company Profile of Faith Technologies FTI is an organization comprised of three divisions with expertise in engineering, construction, manufacturing and clean energy. Our divisions work together to deliver future-proof solutions, based on cutting-edge technology and cross-functional efficiencies. General Information Website https://www.faithtechinc.com/ Headquarters Address 201 Main Street PO Box 260 Menasha, WI 54952 Contact Information 800-274-2345 Safety Page 346 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com. Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 3 National Footprint Page 347 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com. Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 4 Page 348 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com. Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 5 Page 349 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com. Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 6 Page 350 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com. Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 7 Page 351 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com. Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 8 Page 352 of 753 ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | info@chargepoint.com | www.chargepoint.com. Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 9 Addendum #1 – City of San Luis Schedule Note - To the extent feasible by ChargePoint, please see the Tentative Schedule below for the charging locations. The Customer shall understand that these are preliminary Schedules and subject to change. Upon Award/NTP, Charge Point or Partners site visits will be required. The future project schedule will be outlined in the contracting documents. Additionally, the plans are subject to change based on unforeseen circumstances/force majeure/permitting/utility coordination or other not related to ChargePoint delays. The schedule is contingent upon the total award of all sites and quantities listed within an RFP. ChargePoint and its’ partners will work closely with the City to install and activate the charging stations as quickly as possible while minimizing disruptions to each site. The task and subtask project scope is a high-level representation of one site from project identification to project closure. A number of workdays allocated to each Task in which all estimations are based on the standard Mon-Fri work week and norm business hours. Our proposal does not include over-time or Holiday hours. Page 353 of 753 ID Task ModeTask Name Duration Start Finish1SLO Project Overall Schedule426 daysFri 7/29/22Fri 3/15/242NTP14 daysFri 7/29/22Wed 8/17/223Project Development & Zoning150 daysThu 8/18/22Wed 3/15/234Zoning Permit Approval150 daysThu 8/18/22Wed 3/15/235Conditional Use Permits Reviews10 daysThu 3/2/23Wed 3/15/236Completed Design140 daysThu 8/18/22Wed 3/1/237Sites Planning80 daysThu 8/18/22Wed 12/7/228Properties Survey's 10 daysThu 8/18/22Wed 8/31/229Geo Technical Survey's10 daysThu 8/18/22Wed 8/31/2210Environmental Survey's10 daysThu 8/18/22Wed 8/31/2211Contracting 80 daysThu 8/18/22Wed 12/7/2212New Services Request's10 daysThu 8/18/22Wed 8/31/2213Load Studies10 daysThu 8/18/22Wed 8/31/2214Schematic Design30 daysThu 12/8/22Wed 1/18/2315Validate Design Requirements10 daysThu 12/8/22Wed 12/21/2216Proof of Concept Plan10 daysThu 12/22/22Wed 1/4/2317Engineering Review10 daysThu 12/8/22Wed 12/21/2218Utility Coordination10 daysThu 1/5/23Wed 1/18/2319Construction Drawings30 daysThu 1/19/23Wed 3/1/2320100 % CDs30 daysThu 1/19/23Wed 3/1/2326Construction Permit30 daysThu 3/2/23Wed 4/12/2327JHA Review30 daysThu 3/2/23Wed 4/12/2328Construction262 daysThu 3/16/23Fri 3/15/2429Chargers Procurement150 daysThu 3/16/23Wed 10/11/2330Electrical Gear Procurement262 daysThu 3/16/23Fri 3/15/2431Civil20 daysThu 3/16/23Wed 4/12/2332Infrastructure/Utility30 daysThu 4/13/23Wed 5/24/2333Structural5 daysThu 4/13/23Wed 4/19/2334Electrical30 daysThu 4/20/23Wed 5/31/2335Landscaping10 daysThu 5/25/23Wed 6/7/2336Inspections5 daysThu 6/1/23Wed 6/7/2337Site Energized5 daysThu 6/8/23Wed 6/14/2338Commissioning10 daysThu 6/15/23Wed 6/28/2339Project Closeout330 daysMon 3/18/24Fri 6/20/2540O&M Turnover10 daysMon 3/18/24Fri 3/29/2441Final Invoicing10 daysMon 3/18/24Fri 3/29/244230 Day Review30 daysMon 3/18/24Fri 4/26/244311mo Warranty Walk330 daysMon 3/18/24Fri 6/20/25Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3202320242025TaskSplitMilestoneSummaryProject SummaryInactive TaskInactive MilestoneInactive SummaryManual TaskDuration-onlyManual Summary RollupManual SummaryStart-onlyFinish-onlyExternal TasksExternal MilestoneDeadlineProgressManual ProgressPage 1Project: SLO Project Schedule -Date: Wed 7/6/22Page 354 of 753