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HomeMy WebLinkAboutChargePoint response to SLO EV Charger Packet_for_Bid_2205-001 -- redactedRequesting Proposals for Community Electric Vehicle Charging Infrastructure June 14, 2022 Prepared for: City of San Luis Obispo 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 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 Our experience shows that the more chargers that are added where life happens, the faster the local EV market grows. Given that there are see map of EV Drivers to right) we propose 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 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 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 . 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. 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 Existing ChargePoint EV charging network in San Luis Obispo San Luis Obispo Parking Lots for new deployment of EV charging 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 ChargePoint and our partners have a variety of different business models for the City of San Luis Obispo to consider, including an option to In developing this proposal and the associated quotes, the ChargePoint 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 The conceptual design was based on the project requirements outlined in the RFP, virtual site walks, and addendums. 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 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 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 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. 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. 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. 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 Permitting Execution Strategy Project Organization – Single point of contact to the City of San Luis Obispo 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: 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/ 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/ 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 degree 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. 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. 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: 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: 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: 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: 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, 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 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. 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: 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. 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. 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 and 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/. 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. 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. 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 $ 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 $ 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 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. 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. Do you have any disqualification as described in the above paragraph to declare? Yes q No q 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