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HomeMy WebLinkAboutCentrica_Response_to_the_City_of_San_Luis_Obisbo_RFP224691City of San Luis Obispo – Investment Grade Audit RFP 1 City of San Luis Obispo, California RESPONSE TO REQUEST FOR PROPOSAL Investment Grade Audit Request for Proposal #224691 SUBMITTED DECEMBER 20, 2024 POINT OF CONTACT Brooklyn Stewart, Senior Account Executive 916-860-9032 brooklyn.stewart@centrica.com 333 S. Anita Drive Orange, California 92868 City of San Luis Obispo – Investment Grade Audit RFP ii TABLE OF CONTENTS Executive Summary ................................................................................................................................................................................................................ 1 PROJECT OVERVIEW .............................................................................................................................................................................................................................................. 1 Figure 1: Centrica’s proposed Scope 1 (Gas) and Scope 2 (Electric) emission savings helps SLO reach a 49% Total Emissions Baseline Savings. .............................................................................................................................................................. 1 SUSTAINABILITY IMPACT ...................................................................................................................................................................................................................................... 2 Figure 2: Sustainability Waterfall Chart ............................................................................................................................................. 2 BEST VALUE TO SLO ............................................................................................................................................................................................................................................... 3 Maximizing Incentives .................................................................................................................................................................................................... 3 WHY SAN LUIS OBISPO SHOULD PARTNER WITH CENTRICA ................................................................................................................................................................... 4 Our Project Approach ............................................................................................................................................................................................................. 5 INTRODUCTION TO OUR OVERALL PROJECT APPROACH .......................................................................................................................................................................... 5 Figure 3: Centrica’s High-Level Project Approach .......................................................................................................................... 5 APPROACH TO ENERGY AUDITS ........................................................................................................................................................................................................................ 5 Figure 4: Four Main Phases of the IGA Process ............................................................................................................................... 6 SUMMARY OF PROJECT MANAGEMENT APPROACH AND PROCESS ..................................................................................................................................................... 7 PROJECT TIMELINE AND MAJOR MILESTONES ............................................................................................................................................................................................. 7 Figure 5: Centrica’s Project Timeline for SLO .................................................................................................................................. 7 COMMUNICATION AND COLLABORATION WITH SLO PERSONNEL ........................................................................................................................................................ 8 INSPECTION AND PERMITTING .......................................................................................................................................................................................................................... 8 PROJECT CLOSEOUT AND COMMISSIONING ................................................................................................................................................................................................. 9 OPERATIONS, MONITORING, AND MAINTENANCE ...................................................................................................................................................................................... 9 Figure 6: A visual representation of Centrica’s monitored sites in California .............................................................................. 9 Your Project Team ................................................................................................................................................................................................................. 10 OVERALL PROJECT LEADERSHIP ..................................................................................................................................................................................................................... 10 Figure 7: Centrica’s Project Team dedicated to partner with SLO throughout the project lifecycle. ...................................... 10 Trevor Nelson, PE, LEED AP, CEM, CCP, CMVP ..................................................................................................................................................... 11 Brooklyn Stewart ........................................................................................................................................................................................................... 11 ENGINEERING AND DEVELOPMENT TEAM ................................................................................................................................................................................................. 11 Brett Watson ................................................................................................................................................................................................................... 11 Mike Kostrzewa, PE ....................................................................................................................................................................................................... 11 Jason Core ......................................................................................................................................................................................................................... 12 Antonio Dennis ............................................................................................................................................................................................................... 12 Trevor Jackson ................................................................................................................................................................................................................. 12 Michel Maxsom .............................................................................................................................................................................................................. 12 Donna Krebs .................................................................................................................................................................................................................... 13 Figure 8: Centrica Team Member Percentage of Commitment to SLO. ...................................................................................... 13 DIVERSE SUBCONTRACTOR/VENDOR SELECTION ................................................................................................................................................................................... 13 Figure 9: Subcontractors in Good Standing with Centric’a Pre-Approved Subcontractor Network in California ................. 14 Anticipated Energy Conservation Measures................................................................................................................................................................. 15 Figure 10: Proposed Energy Conservation Measures for the City of San Luis Obispo demonstrating overall emissions and savings. ........................................................................................................................................................................................ 15 CITY HALL ............................................................................................................................................................................................................................................................... 15 Energy Conservation Measures: Heat Pump Boiler Replacement .............................................................................................................. 15 Energy Conservation Measure: Battery Energy Storage System ................................................................................................................ 15 SWIM CENTER ...................................................................................................................................................................................................................................................... 16 Energy Conservation Measure: Heat Pump Boiler Replacement – Competition Pool ........................................................................ 16 Energy Conservation Measure: 188 kW DC Carport PV and 186 kWh BESS .......................................................................................... 16 Energy Conservation Measure: Transformer Update ....................................................................................................................................... 16 LUDWICK RECREATION CENTER ..................................................................................................................................................................................................................... 16 Energy Conservation Measure: Heat Pump Rooftop Units and Furnace ................................................................................................. 16 Energy Conservation Measure: Battery Energy Storage System ................................................................................................................ 17 CORPORATION YARD .......................................................................................................................................................................................................................................... 17 Energy Conservation Measures: Heat Pump Furnaces ................................................................................................................................... 17 Energy Conservation Measure: Heat Pump Hot Water System ................................................................................................................... 17 Energy Conservation Measure: Transformer Update ....................................................................................................................................... 17 Energy Conservation Measure: Battery Energy Storage System ................................................................................................................ 17 POLICE STATION ................................................................................................................................................................................................................................................... 17 Energy Conservation Measure: LED Lighting ...................................................................................................................................................... 17 City of San Luis Obispo – Investment Grade Audit RFP iii Figure 11: These are the baseline LED fixtures, power ratings, and fixture counts. ................................................................. 18 Figure 12: These are Centrica’s proposed LED fixtures, power ratings and fixture count for the Police Station. ................ 18 Energy Conservation Measure: Battery Energy Storage System ................................................................................................................ 18 CITY/COUNTY LIBRARY ...................................................................................................................................................................................................................................... 18 Energy Conservation Measure: LED Lighting ...................................................................................................................................................... 18 Figure 13: These are the baseline LED fixtures, power ratings, and fixture counts. ................................................................. 19 Figure 14: These are Centrica’s proposed LED fixtures, power ratings and fixture count for the Library. ............................ 19 PARKS AND RECREATION OFFICE ................................................................................................................................................................................................................... 19 Energy Conservation Measure: LED Lighting ...................................................................................................................................................... 19 WHALE ROCK RESERVOIR PUMPING STATION NO. 2 ............................................................................................................................................................................... 19 Energy Conservation Measure: 636.3 kW DC Ground-Mount PV ................................................................................................................ 19 PARKING GARAGE CARPORT SOLAR PV FOR THE MARSH STREET AND NEW PALM STREET PARKING GARAGES .............................................................. 19 Energy Conservation Measure: Carport Solar PV .............................................................................................................................................. 19 END-OF LIFE LED STREET LIGHTING REPLACEMENTS ............................................................................................................................................................................. 20 Energy Conservation Measure: End-of-Life LED Replacements .................................................................................................................. 20 DAMON-GARCIA PARK AND SPORTS COMPLEX ATHLETIC FIELD LIGHTING AND CARPORT PV ................................................................................................ 20 Energy Conservation Measures: Athletic Field LED Lighting and Carport Solar PV with BESS ....................................................... 20 ADDITIONAL UTILITY SAVINGS MEASURES ................................................................................................................................................................................................. 20 Prior Experience with ECMs ............................................................................................................................................................................................... 21 Funding .................................................................................................................................................................................................................................... 22 FUNDING OPTIONS INCLUDING INCENTIVES/ASSUMPTIONS ............................................................................................................................................................... 22 Figure 15: Various funding options available to SLO. ................................................................................................................... 22 Enterprise Fund – Option for Expansion of Impact .......................................................................................................................................... 23 City of Cloverdale Example ........................................................................................................................................................................................ 23 INFLATION REDUCTION ACT – INVESTMENT TAX CREDIT BENEFIT .................................................................................................................................................... 23 Experience with Similar Customers ................................................................................................................................................................................ 24 CITY OF CLOVERDALE ......................................................................................................................................................................................................................................... 24 CALIFORNIA DEPARTMENT OF MOTOR VEHICLES .................................................................................................................................................................................... 25 FONTANA UNIFIED SCHOOL DISTRICT .......................................................................................................................................................................................................... 26 COAST UNIFIED SCHOOL DISTRICT ................................................................................................................................................................................................................ 27 CITY OF REEDLEY ................................................................................................................................................................................................................................................. 28 Safety, Diversity, and Sustainability ............................................................................................................................................................................... 29 SAFETY .................................................................................................................................................................................................................................................................... 29 Site-Specific Safety Plan ............................................................................................................................................................................................ 29 Site Utilization Plan ...................................................................................................................................................................................................... 29 Site Safety Inspection Report ................................................................................................................................................................................... 29 Safety Observation Program ..................................................................................................................................................................................... 29 Pricing Factors and Labor Rates ....................................................................................................................................................................................... 30 CENTRICA’S LABOR RATES FOR ALL JOB CLASSIFICATIONS ................................................................................................................................................................... 30 Figure 16: Proposed Overhead and Profit on Internal Labor Rates ............................................................................................. 30 Figure 17: Labor Rates ....................................................................................................................................................................... 30 City of San Luis Obispo – Investment Grade Audit RFP 1 Executive Summary Centrica Business Solutions Services, Inc. (“Centrica”) is excited to apply our extensive experience specific to the intricacies of the City of San Luis Obispo, California (“SLO”) infrastructure and de- carbonization projects to the benefit of the City. As you will see unfolding in this report, our team’s experience encompasses multiple California Municipalities, Special Districts, and State Agencies along with the successful execution of several hundred energy projects throughout many years, experience that will directly compliment SLO efforts to de-carbonize energy use at its facilities. This proposal presents details specific to the team assigned to SLO, our approach to energy auditing and maximizing savings while minimizing costs through all available incentive programs and tax rebates, and our actual projections for what can ultimately be achieved for this site. PROJECT OVERVIEW Based on the objectives detailed in the SLO Scope of Work, we believe the stated initiatives to reduce energy consumption, energy costs, greenhouse gas emissions are viable, and the goals set forth in SLO’s Climate Action Lead by Example plan can be achieved utilizing PG&E’s SST program and partnership with Centrica. To aid in this process and realization of SLO goals, we will identify and maximize the value of all available rebates, incentives, and programs. Centrica is pleased to respond to the Pacific Gas & Electric (“PG&E”) RFP specific to the unique facility improvements needed for SLO. We are providing this report to summarize our findings and solutions derived from listening intently to on-site staff, adhering to the goals and objectives put forth in the PG&E RFP and the on-site audit. The following summarizes our findings for SLO facilities, with savings relative to goal for decarbonization. Figure 1: Centrica’s proposed Scope 1 (Gas) and Scope 2 (Electric) emission savings helps SLO reach a 49% Total Emissions Baseline Savings. SCOPE 1 GAS  EMISSION SAVINGS 440.7 MT  CO2-e/yr SCOPE 2 ELECTRIC  EMISSION SAVINGS 45.5 MT  CO2-e/yr SLO’s TOTAL  EMISSION SAVINGS 49% City of San Luis Obispo – Investment Grade Audit RFP 2 Based on SLO’s facility needs, priorities, and direction, Centrica is fully prepared to execute all measures put forth in this response, or any combination (small/medium/large) thereof. SUSTAINABILITY IMPACT Centrica is pleased to present a project to SLO that significantly moves the needle on decarbonization goals. The initial project identified by the team projects Scope 1 (gas) emission savings of 440.7 MT CO2-e/yr and Scope 2 (electric) emissions savings of 48.0 MT/yr (488.7 MT/yr total) compared to the current building baseline of 990.5 MT/yr. This 49.3% reduction provides a jump start in achieving your short and long-term sustainability goals. The figure below highlights how the recommended measures contribute to the overall carbon reduction from your current levels. Figure 2: This waterfall chart shows the current baseline emissions for gas and electricity of 990.5 MT on the left and proposed emissions savings subtracted from the total to the right. In Orange are the locations with Heat Pump measures, Solar PV and BESS in Gold, Solar Thermal at the Swim Center in Blue, and LED Lighting/Transformers in Green. The Swim Center has the largest emission savings: 299.5 MT. The measures with the largest reductions are Heat Pumps (231.9 MT total) and Solar PV/BESS (131.5 MT). 449.3 541.2 -16.2 -181.4 -43.6 -73.0 -4.7 -29.6 -19.9 -2.5 0.6 -87.9 -30.5 Me t r i c T o n s C O 2 e 0.0 200.0 400.0 600.0 800.0 1,000.0 1,200.0 Carbon Reduction Pathway City of San Luis Obispo – Investment Grade Audit RFP 3 BEST VALUE TO SLO We are invested in providing the most comprehensive project that meets the overall needs of SLO. To do this it is essential to maximize all available incentives, grants, and revenue generating opportunities while minimizing project costs. We have the right teams to deliver for SLO on both fronts. We are proposing to conduct the IGA at no cost to the City. We believe the opportunity to show- case our team’s abilities at no cost through the IGA will provide the most opportunity to the City to implement measures that will drive toward its goals. Maximizing Incentives  Investment Tax Credit: The solar and battery storage project as proposed by the team qualifies for significant incentives through the Inflation Reduction Act (IRA). With the base Investment Tax Credit and potential adders, the total for this project is nearly $1.5M, providing a significant positive impact for the cashflow of the project. Details on the IRA and our calculations are provided in the Funding Section beginning on Page 22.  Demand Response: Centrica is excited to support SLO’s Demand Response (DR) focus and strategies. Battery energy storage systems can be deployed to create a revenue stream for the overall project. Centrica will work with the SLO’s identified DR partner to monetize the battery. If the City does not have a preferred partner, we will work with our bench of partners to model options for market participation - for example through PG&E’s Measured Savings for Summer Reliability (MSSR) Program. Providing Best Value through Self-Performance As a significant benefit to SLO, our approach is different from many of our competitors as we self- perform most of our projects’ auditing, engineering, project management, installation, and commissioning tasks which avoids multiple markups. We provide subject matter experts, in- house engineering, and electrical installation teams to develop/implement solar PV, LED lighting, battery storage, EV chargers, building controls, transformer replacements, and recommissioning existing systems to restore building controls to their intended functionality. This will allow SLO to make the most of this opportunity on several levels:  Cost: fewer subs equal fewer tiers of profit and overhead mark-up resulting in a 20-35% reduction in costs for critical measures allowing for additional electrification measures to reduce carbon emitting systems.  Time: fewer parties involved for more efficient delivery of milestones.  Absolute accountability every step of the way. City of San Luis Obispo – Investment Grade Audit RFP 4 WHY SAN LUIS OBISPO SHOULD PARTNER WITH CENTRICA Once Centrica is selected to advance to the Investment Grade Audit (IGA) portion of your project, SLO will greatly benefit from our ability to self- perform multi-measure comprehensive installations, allowing you to avoid costly subcontractor mark-ups. We are excited that our initial project checks all the boxes in meeting or exceeding SLO’s overarching targets:  Reduces Energy Consumption in City Owned Buildings Your project saves over 1M kWh and 80k therms in energy usage in Year-Over-Year energy usage through upgrading to more efficient technologies and overlaying with renewable energy where possible.  Provides significant carbon reduction in existing building on- site emissions Your project delivers a 49.3% reduction in existing building emissions  Equitable implementation of SLOs Climate Action Lead by Example Plan By employing a team local to SLO, we are directly impacting your community. In addition, for measures we do not self-install, we strive to select local subcontractors to keep the economic benefits of the project local to the community.  100% green energy We have identified 305.7 kWDC of solar PV located at 4 sites, contributing to 12% of SLO goal for achieving 100% green energy utilization. There is opportunity to add 636.3 kW in additional solar, further contributing 34% if SLO is interested in including Enterprise Fund opportunities.  Maximizes Incentives Your project collects nearly $1.5M in incentives and IRA tax credits.  Provides an option to expand the impact of the project Your project could include other sites for solar, including Whale Rock Pumping Stations #2, which would by itself deliver $248k in annual utility savings and an 80.1% reduction in current building emissions, as well as help finance other measures that would be more difficult to do so on their own. Embracing renewable energy and more efficient buildings is not just a strategic business decision; it is a commitment to a sustainable future, and we commend SLO for making such an important decision. By partnering in this effort together, Centrica will leverage our strengths to SLO’s advantage, focusing on innovation, collaboration, and driving positive change for your community. City of San Luis Obispo – Investment Grade Audit RFP 5 Our Project Approach INTRODUCTION TO OUR OVERALL PROJECT APPROACH During the bidding process, we learned that SLO aims to achieve sustainability targets through an economically responsible manner. This is possible with advancements in infrastructure technology and current incentives, obtaining economic returns with lower energy, and utility use. Certain energy measures such as electrifying old, packaged gas/electric HVAC units to heat pumps are pivotal to decarbonization efforts but can be challenging when also trying to attain attractive economic paybacks. However, other measures such as lighting upgrades and solar photovoltaic systems offer much more valuable paybacks. By combining quicker and longer payback measures together, we can deliver a comprehensive integrated project for SLO that helps produce a balanced approach to solving infrastructure needs and financial goals, whether paid through financing mechanisms or capital expenditure. We have also seen value in past municipal projects where Enterprise Fund measures have been extremely helpful when financing together with General Fund measures to achieve city-wide goals. We think there is ample opportunity for SLO to achieve this as well. Figure 3: Centrica’s high-level overview of our project approach which is discussed in more detail throughout multiple subsequent sections. APPROACH TO ENERGY AUDITS Our team will thoroughly examine all relevant measures to renew your infrastructure, reduce carbon emissions, and prioritize climate resilience. We collaborate fully with stakeholders to support specific sustainability goals while including critical deferred maintenance priorities in the comprehensive project scope. To present the “Good,” “Better,” and “Best” scenarios to SLO, the Development and Engineering team develops a project-specific Integrated Solutions Workbook. This highly customizable, Excel- based interface captures the costs, savings, payback, and carbon emission reductions for each ECM proposed. The tool allows our combined team to “toggle” measures on and off to see how they affect the overall economics, carbon reduction, and cashflow of the project to help make decisions on which solutions to include in the final project scope as a whole or as part of a phased approach. We also understand the mission-critical work SLO carries out daily for its citizens and the importance of its facilities. We pledge to collaborate directly with SLO personnel to maintain the look and feel of each site while implementing enhancements and upgrades where applicable. To achieve these goals, our IGA development team will follow a tactical plan with four main steps represented below. Our process begins with discussions with key stakeholders to understand your goals and Examine Energy Consumption Identify Optimization and Deferred Maintenance O Collaborate and Design Customized Integrate Financing Options Implement Sustainable Ongoing Monitoring and Maintenance City of San Luis Obispo – Investment Grade Audit RFP 6 objectives and to develop a plan for auditing buildings on an active work site while minimizing disruption to daily activities.   Figure 4: The following highlights the four main phases of the IGA process and provides a summary of our audit process and the required involvement from SLO. 45% IGA Development Identification of all potential ECMs and Renewables Preliminary Cost, Savings, & Carbon Reduction Numbers Identification of potential incentives/grants/reb ates Preliminary Cashflows Preliminary Good, Better, Best Discussions SLO’s Role Availability of key stakeholders for review Toggling tool review and scope discussions Decisions on scope for final development 90% IGA Development Schematic design drawings Walk sub-contractors Finalize savings calculations Life-Cycle Cost Analysis Structural/geo- technical reviews for renewables, if applicable Detailed “Good, Better, Best” discussions, and decisions Final costing for each proposed measure Proposed M&V protocol by ECM Review of various financing approaches SLO’s Role Access and escorts to walk sub-contractors Availability of key stakeholders for IGA and Toggling Tool review Decisions on final scope to move to contract and construction - IGA Delivery IGA Finalized Detailed SOW M&V Plan O&M Plan Training Plan Financing Plan SLO’s Role Key stakeholders for IGA review Contract Review Final Sign-Off Data Collection 24-36 months of utility bills and rates Building square footages Equipment lists Historical O&M costs Control system access Desired standards of comfort Occupancy data Events and holiday calendar Building/Structural Drawings Source fuel mix for carbon calculations Fire Escape Plan SLO’s Role Access to data, buildings, and key personnel Review of utility baselines and proposed utility escalations City of San Luis Obispo – Investment Grade Audit RFP 7 SUMMARY OF PROJECT MANAGEMENT APPROACH AND PROCESS Like our IGA process, Centrica will create a project management plan and approach that is tailored to the specific needs of your SLO sites. The unique needs of this project coupled with Centrica’s extensive municipal experience bodes well for a promising result that addresses all of SLO’s desired outcomes. Our collaborative efforts will result in a construction plan which avoids disruption and delivers a comprehensive solution on schedule and within budget.  PROJECT TIMELINE AND MAJOR MILESTONES PROJECT SCHEDULE WITH MILESTONES AND SLO REVIEW PERIODS Task/Milestone Start End Workdays Deliverable 1 Selection of Preferred Firm and Contracting 12/20/2024 1/10/2025 15 - 2 Investment Grade Audit 1/10/2025 7/31/2025 145 - 2.1 Collect Additional Utility Bills, Drawings, Data, etc. 1/10/2025 2/7/2025 19 - 2.2 Comprehensive Site Walk 2/10/2025 2/14/2025 4 - 2.3 ECM Determination & Savings Calculations 2/18/2025 3/20/2025 22 - 2.4 Presentation of 45% IGA/Toggle Session 3/21/2025 3/21/2025 0 Presentation 2.5 Subcontractor RFP/ RFQ Process 3/24/2025 5/12/2025 34 - 2.6 Subcontractor Site Walks 5/13/2025 5/16/2025 3 - 2.7 Revise & Finalize Energy Calculations 3/24/2025 4/14/2025 14 - 2.8 Finalize Material & Labor Pricing 5/19/2025 6/20/2025 23 - 2.9 Presentation of 90% IGA: Final Toggle Session 6/20/2025 6/20/2025 0 - 2.10 Complete IGA Report 6/23/2025 7/11 /2025 13 2.11 Deliver IGA Report 7/11 /2025 7/11 /2025 0 IGA Report 2.12 Customer Review of IGA Report & Recommendations 7/11 /2025 7/31/2025 14 - 3 Negotiation of Energy Performance Contract 8/1/2025 9/15/2025 30 - 3.1 Execute Energy Performance Contract 8/1/2025 9/15/2025 30 Executed Contract 4 Construction 9/16/2025 4/5/2027 390 - 5 Closeout (O&M Training, Punch List Completion, Warranty Documentation, etc.) TBD TBD TBD Customer Binder 6 Measurement and Verification (Performance Assurance) TBD TBD TBD Annual M&V Report Figure 5: Centrica’s Project Timeline for SLO City of San Luis Obispo – Investment Grade Audit RFP 8 COMMUNICATION AND COLLABORATION WITH SLO PERSONNEL This is SLO’s site and therefore your project. That is to say the priorities and pain points expressed by on-site staff, coupled with the identified infrastructure upgrades needed will ultimately dictate the Scope of Work. Centrica adheres to the critical path model of project management to plan and execute projects in the best interest of our clients as efficiently and effectively as possible. During construction, the Project Management Team will prepare weekly reports for SLO and the entire project team, showing actual versus planned progress. These reports highlight where the project is in the process, the reasons for any variance, whether we are ahead or behind schedule. If we are behind or anticipate a potential to fall behind, the weekly report will identify actions needed to prevent or remedy the delay. In addition to weekly reports and tracking progress against the overall schedule, the Project Management Team issues a Two-Week Look Ahead each week with detailed plans and tasks to facilitate coordination. When working in congested or mission-critical customer areas requiring close coordination this Look-Ahead progress planning can be iterated down to Day-Ahead or Intra- Day/Half-Day Look-Ahead Schedules. This detailed planning and active communication promotes schedule adherence, eliminates unnecessary delays and, most importantly, minimizes disruptions to day-to-day operations. INSPECTION AND PERMITTING It is Centrica’s responsibility to ensure all jurisdictions have approved scope, engineering, and drawings through the design and construction lifecycle. Critical components of permitting and inspections are as follows:  City or County approval for roof mounted solar arrays to be installed on “critical infrastructure.”  Emergency Egress lighting for interior lighting retrofits.  State Fire Marshal inspections.  Utility inspections. Centrica has significant experience in working with various applicable AHJ’s and State Fire Marshal. Example client projects include:  Department of Motor Vehicles Headquarters  Fontana Unified School District  Coast Unified School District  City of Cloverdale  City of Elk Grove Centrica greatly values the support we have received from on-site facility staff, the SLO Sustainability Team, and PG&E SST. We look forward to earning the right to expand our partnership to the design- build implementation phase of this significant decarbonization and infrastructure upgrade project with a keen eye on SLO’s goals. City of San Luis Obispo – Investment Grade Audit RFP 9 PROJECT CLOSEOUT AND COMMISSIONING The project closeout and commissioning effort is broken down into four phases: Design, Construction, Performance, and Post Occupancy. Centrica utilizes a technical approach to project closeout and commissioning, not just a report process. We use a combination of internal resources, our subcontractors, and vendors to commission the installed systems. Centrica will work with our equipment manufacturers to operate their installed equipment and perform factory start-ups as required per the project specifications. OPERATIONS, MONITORING, AND MAINTENANCE  According to SLO’s specific needs, Centrica will develop comprehensive strategies for operating, monitoring, and maintaining your energy systems. This starts during the IGA phase as the ECMs are being finalized where SLO personnel will help us understand the bandwidth and capabilities of your facilities and staff. We are happy to take on as much or as little of the ongoing services as you need. What is envisioned for this project will result in some combination of the following:  SLO staff trained by Centrica and the material manufacturers for all measures/ systems installed.  Monitoring platforms set up by Centrica that SLO’s staff can use to check performance. This can be actively monitored by either SLO or Centrica personnel.  Annual system checks for HVAC, EV, Solar PV Installations, and other measures may be performed by either SLO staff, contractors managed by SLO Management, or fully managed by Centrica. Figure 6: A visual representation of Centrica’s monitored sites in California City of San Luis Obispo – Investment Grade Audit RFP 10 Your Project Team In support of your project, the Centrica team leading this effort brings an industry strong combined 100+ years of experience in design-build projects, with a keen focus on energy-efficiency and infrastructure upgrade projects for government buildings. Our unwavering commitment to excellence and a balance sheet exceeding $33B of executed projects looks to serve SLO exceptionally well.   Figure 7: Centrica’s Project Team dedicated to partner with SLO throughout the project lifecycle. Brooklyn Stewart Senior Account Executive PRIMARY POINT OF CONTACT Dan Mitchell Sales Leader, West Trevor Nelson, PE General Manager, West Centrica Business Solutions Services, Inc. Implementation Team Post-Implementation Team Project Development Team Trevor Jackson Operations Manager Michel Maxsom Senior Project Manager Donna Krebs Assistant Project Manager Site Superintendent and Site Technicians TBD Performance Assurance Steve Rickels M&V Manager Service and Maintenance Steve Hess Asset Manager Health and Safety Bill Pollard Safety Manager Brett Watson Regional Project Director Mike Kostrzewa Engineering Team Lead Eugene Hong Electrical Solutions Engineer Antonio Dennis Energy Engineer III Centrica Subcontractors and Vendors City of San Luis Obispo – Investment Grade Audit RFP 11 OVERALL PROJECT LEADERSHIP Trevor Nelson, PE, LEED AP, CEM, CCP, CMVP General Manager, West Business Unit As a Cal Poly alumnus, Trevor has personal connection with the SLO community, and will be responsible for contract negotiations, final review, approval of scope and costing, and ensuring that all staff members have the tools and resources needed to deliver a safe, on-time, and cost-effective project that we can all be proud of. Trevor has worked on the engineering and overseeing construction for similar multi-measure energy projects for the California DMV, UC San Diego, UC Irvine, City of Reedley, Montefiore Hospital at the University of Pittsburgh Medical Center, and several facilities for the University of British Columbia. Brooklyn Stewart Senior Account Executive, West Business Unit As the Senior Account Executive, Brooklyn will serve as SLO’s primary contact during all project phases. He will play an instrumental role between SLO and Centrica to ensure consistent communication plans are executed throughout the project. In addition, he will lead efforts in scope and funding development and progress the community outreach plan. Over the past 15 years, Brooklyn has worked closely with several large California municipal, state, K-12, higher education, and California special district clients, assisting them in program development, funding, and implementation. His recent projects include working with some of SLO’s neighboring communities along the central coast, like Coast Unified School District and UC Santa Cruz, as well as the City of Cloverdale, UC Davis, California DMV, California Department of Justice, Cambrian School District, and Auburn Rec & Park District.   ENGINEERING AND DEVELOPMENT TEAM Brett Watson Regional Project Director, West Business Unit Also a Cal Poly alum, as the Regional Project Director, Brett will lead the project development and engineering teams during the project development phase. He uses his professional, technical, and construction experience to ensure accurate utility bill analysis, benchmarking, scope of work development, energy savings calculations, energy modeling, and utility rebates/incentive analysis. Brett has led teams to develop similar projects at the City of Lynwood, Orange Coast College, River Springs Charter School District, Valley Wide Rec & Park District, and Glendale Community College. Mike Kostrzewa, PE Senior Energy Engineer Mike is an expert in energy efficiency and sustainability with 40 years of experience. He is responsible for energy engineering from concept to construction. He applies his extensive experience when completing utility bill analysis, preliminary feasibility assessments, investment grade audits, energy savings calculations, incentive identification, cost analysis, and measurement and verification for comprehensive energy performance contract projects. Mike has led the engineering development for similar projects at the California DMV. City of San Luis Obispo – Investment Grade Audit RFP 12 Jason Core Solar and Storage Project Director, West Business Unit Jason leads our solar and storage project development team for the West Coast and will be overseeing the analysis, design, engineering, and estimating for this project. Utilizing his 25+ years of experience in engineering and construction management, along with his nine years of experience managing solar projects, he will be able to develop the best possible solutions for the needs of SLO. He has developed and managed over 100 similar commercial solar projects, such as the cities of Elk Grove and Cloverdale, Merced Community College District, and Contra Costa Community College District. Antonio Dennis Energy Engineer III, West Business Unit Antonio plays a pivotal role in Centrica’s strategic implementation of renewable energy solutions. He is adept at evaluating opportunities to reduce both capital and operating expenses, while effectively communicating energy requirements to internal and external stakeholders. Antonio excels in managing relationships with cross-functional partners, including utilities, regulators, and policymakers. He coordinates closely with design teams to assess measure feasibility, develop the basis of design, and scope of work. Trevor Jackson Operations Manager, West Business Unit Trevor manages all Operations and Project Managers in the West Business Unit and develops regional Project Management strategies. He collaborates with project development to outline the scope of each project, schedules, and manages resources to ensure project completion, communicates project progress with customers and internal staff, and reviews work quality to maintain Centrica’s standards. With over 25 years of experience in electrical and communications wiring in California, Trevor has managed installations in various facility types, such as warehouse/distribution, healthcare, higher education, state, and federal government, and refrigerated and freezer warehouses. Michel Maxsom Sr. Project Manager-Solar Implementation Subject Matter Expert Michel is our implementation subject matter expert with over 20 years of knowledge and firsthand experience in the renewables and energy efficiency sectors. Michel has spearheaded the development and construction of hundreds of projects globally and has been hand-selected by our decision-makers to lead SLO’s construction initiatives. Recent similar projects include the City of Cloverdale, Marcum-Illinois Union ESD, Nuestro Elementary SD, Winters Joint USD, East Nicolaus Joint Union High School District, Winship-Robbins Elementary School District, Live Oak USD, DMV Headquarters, the City of Elk Grove, and Auburn Recreation & Park District. City of San Luis Obispo – Investment Grade Audit RFP 13 Donna Krebs Administrative Manager Another Cal Poly grad, Donna is an expert administrator who conveys to your project over 15 years of energy project experience. She supports the West's design, construction, commissioning, and customer service teams, has extensive experience managing complex administrative and purchasing tasks, and is an asset on our large-scale, multi-scoped regional projects. SLO will benefit from her expertise in project documentation, processing purchase orders, initiating invoices, labor warranties, project closeout, and various reporting. PERCENTAGE OF TEAM TIME DEDICATED TO SLO Centrica is committing this team, at a minimum, to the development and construction of this project for SLO. Figure 8: Centrica Team Member Percentage of Commitment to SLO. Team Member Role Percentage of Commitment to Project Brooklyn Stewart Senior Account Executive 30% Project Development Team Brett Watson Regional Project Director 20% Mike Kostrzewa Engineering Team Lead 40% Eugene Hong Electrical Solutions Engineer 30% Antonio Dennis Energy Engineer III 30% Implementation Team Trevor Jackson Operations Manager 10% Michel Maxsom Senior Project Manager 30% Donna Krebs Assistant Project Manager 30% Post-Implementation Team Steve Rickels M&V Manager 20% Steve Hess Asset Manager 20% Bill Pollard Safety Manager 20%   DIVERSE SUBCONTRACTOR/VENDOR SELECTION Our diverse subcontractor network extends our internal Diversity and Inclusion policies. We look for any opportunity to expand our current list of qualified MBE/WBE/SDVOB/DBE/SBE subcontractors who meet the criteria and are registered as a diverse or small business enterprise. We maximize the impact of the project for qualified MBE/WBE/SDVOB/DBE/SBE subcontractors by consistently recruiting potential bidders and pre-qualifying them within the Centrica framework. This allows us to run a competitive bid process to vet quality, terms, and contain cost to provide the absolute best value to your SLO project, while maximizing the economic impact of the project to the community. Our efforts in recruiting diverse businesses allow us to commit to using a minimum of 5% of the total scope of work purchased and installed through registered diverse business entities. City of San Luis Obispo – Investment Grade Audit RFP 14 Figure 9: The following subcontractors are in good standing within Centrica’s pre-approved Subcontractor Network who meet DBE/SBE requirements within the State of California. Company Certification ID Designation Craft Advanced Lighting Services, Inc. 1124840 SB (Micro), SB-PW Electrical Contractor Core Electric, Inc 2026399 SB (Micro) Electrical Contractor Enriched Energy Solutions Inc 2013425 SB (Micro), SB-PW Electrical Contractor Express Energy Services, Inc. 10AS0049 MBE Electrical Contractor Neteon Technologies Inc. 42828 DBE Distributor Turtle & Hughes, Inc. 12040002 WBE Distributor Having developed hundreds of Projects in California, Centrica also has a strong subcontractor base local to SLO for all disciplines. These partners already hold MSAs with Centrica and have cleared our internal vendor qualification process. Criteria we will use to determine which subcontractors to engage include: 1. Past Performance—Once subcontractors are onboarded, our Corporate Vendor and Supplier Management Team assumes responsibility for measuring ongoing performance management in collaboration with Project Managers, Site Superintendents, and client stakeholders. They establish clear performance metrics aligned with project objectives and monitor subcontractor performance against these metrics throughout the project lifecycle. Any deviations from expected performance trigger proactive interventions to address issues promptly and mitigate risks. 2. Compliance Assurance—Ability to meet SLO’s necessary security criteria. 3. Technical Qualifications—Leveraging their expertise in municipal contracting regulations, our team employs a systematic approach to source selection, prioritizing subcontractors who demonstrate technical proficiency, financial stability, and a track record of success. This ensures that only the most qualified and capable partners are selected to contribute to the project's success. 4. Small Business Status—We will seek out Subcontractors with Small Business status when developing subcontractor pools. 5. Price—When evaluating multiple subcontractors, and our team has confirmed several subcontractors meet all other metrics, the lowest price will be selected. At the heart of Centrica’s subcontracting strategy lies collaboration between our West Business Unit staff and corporate resources.  Business Unit Staff: On the ground floor developing relationships with local businesses and utilizing corporate systems to qualify them and continuously monitor performance.  Corporate Vendor and Supplier Management: This Corporate group provides expertise in sourcing, selection, and oversight of subcontractors. This team acts as a central hub for subcontractor engagement, serving as the interface between our organization and a diverse network of subcontractors. They bring experience in evaluating subcontractor capabilities, assessing past performance, and ensuring alignment with project objectives. City of San Luis Obispo – Investment Grade Audit RFP 15 Anticipated Energy Conservation Measures Based on SLO’s Statement of Work for this project, the site visit, and our research, we have developed the following Anticipated Energy Conservation Measures. The initial project described below identified by Centrica projects savings of 49.3% of the current building baseline of 990.5 MT/yr. Location Total Baseline Emissions Reduction (MT CO2e/yr) Progress Against Current Building Emissions Total Savings (per year) Net ECM Cost City Hall 16.2 24.5% ($1,226) $722,347 Swim Center 299.5 57.8% $29,054 $4,709,981 Ludwick Recreation Center 4.7 36.4% $1,319 $225,084 Corporation Yard 30.2 31.0% $9,933 $291,674 Police Station 16.8 22.3% $27,586 $157,775 City/County Library 0.8 14.5% $1,310 $6,959 Parks & Recreation Office 2.1 23.1% $3,190 $43,149 Whale Rock Pumping Station #2 46.2 80.1% $248,453 $1,980,069 Marsh Street Parking Garage and New Palm Street Parking Garage 23.4 80.1% $7,421 $325,128 City-Owned Street Lighting 14.8 15.4% $22,866 $819,575 Damon-Garcia Park and Sports Complex 34.0 148.5% $33,147 $716,396 TOTALS 488.7 49.3% $383,053 $9,998,137 Figure 10: Proposed Energy Conservation Measures for the City of San Luis Obispo demonstrating overall emissions and savings. CITY HALL Energy Conservation Measures: Heat Pump Boiler Replacement Scope 1 emissions from City Hall can be eliminated by replacing the existing 608 MBtu/h natural gas boiler with an electric air-to-water heat pump (AWHP) system to be located outdoors on concrete pad adjacent to City Hall and Little Theater. The gas bills for City Hall show baseline gas usage of 4,444 therms/yr. Accounting for the estimated heating hours and system efficiency, the average boiler load is only 36% of rated and the baseline heating load is 312,000 MBtu/yr. A 346 MBtu/h AWHP can provide this heat load to the building and eliminate the natural gas usage (23.6 MT CO2-e/yr), while increasing the electric load by 33,188 kWh/yr (7.4 MT CO2-e/yr) for a net emission reduction of 16.2 MT CO2-e/yr. Energy Conservation Measure: Battery Energy Storage System Looking at the site interval data, it is unlikely that a battery storage system (BESS) would be effective for participation in a demand response program unless a distributed generation source like a solar photovoltaic (PV) system were also implemented. Modeling out the utility bills, the annual peak demand costs under the PG&E B-10 rate are only 15% of the annual electric bill and the max peak City of San Luis Obispo – Investment Grade Audit RFP 16 demands are only 50 kW per month. A small battery (less than 10 kWh) would be appropriate but would result in little to no cost savings. SWIM CENTER Energy Conservation Measure: Heat Pump Boiler Replacement – Competition Pool About two-thirds of the Scope 1 emissions and more than one-third of the total Scope 1 and 2 emissions from the Swim Center can be eliminated by installing a 1,450 MBH AWHP system to offset gas-fired heating from the two existing Lochinvar pool heaters for the Competition Pool. The boilers would remain in-place and serve as backup and to provide additional heating capacity during peak conditions. The Swim Center also uses a gas-fired Ray-Pak boiler to provide hot water for the showers and a smaller gas-fired boiler to heat the Therapy pool. The gas bills for Swim Center show baseline gas usage of 83,050 therms/yr. Assuming the Competition Pool heating accounts for 75% of the gas usage, this translates to one Lochinvar boiler operating at 100% load for 3,250 h/yr. One 1,450 MBtu/h AWHP can provide this level of heating, reducing the Scope 1 emissions by 293.8 MT/yr. The electric usage would increase by 502,000 kWh/yr (112.4 MT/yr), making the total electric consumption 847,700 kWh/yr and the net emissions reduction 181.4 MT/yr. Energy Conservation Measure: 188 kW DC Carport PV and 186 kWh BESS One option to provide further emission reductions is to offset the added electrical load from the proposed AWHP with electricity provided from a solar PV system. From the 2022 Carbon Neutral City Facilities Plan, a 410 kW DC PV system was recommended that would generate 687,800 kWh Year 1. But from the solar design provided by the RFI response, the system that will be installed is only 262 kW DC, with likely the same reduction in Year 1 production or 440,200 kWh/yr. To fill the gap, Centrica is proposing a 188 kW DC PV system with a 50 kW/186 kWh Battery Energy Storage System (BESS) that would offset 194,400 kWh (43.6 MT/yr) in Year 1, with some of the energy produced by the PV system used to charge the BESS system. A more detailed understanding on the performance of the 262 kW DC system will be required to optimize the added the PV system and BESS system. Another option to reduce emissions is to install a solar thermal hot water system for the Competition Pool. The collectors would be located on the hill north of the pool and would be sized at 60% of the pool surface area. This system would reduce the gas usage at the Swim Center by about 17% (74.3 MT). Electric energy usage would increase slightly due to additional pumping (1.3 MT/yr), resulting in net emission reductions of 73.0 MT/yr. Energy Conservation Measure: Transformer Update The 75 kVA step-down transformer in the Equipment Room for the Competition Pool should be replaced with a more efficient version that will lower the inherent electrical losses in the core and coil, resulting in Scope 2 emission savings of 1.5 MT/yr LUDWICK RECREATION CENTER Energy Conservation Measure: Heat Pump Rooftop Units and Furnace Scope 1 emissions of 5.1 MT/yr from Ludwick Center can be eliminated by replacing the five (5) aging gas-fired roof-top heating and electric air-conditioning units (RTUs), a small gas-fired furnace, and an electric split air conditioning unit with a total heating output of 384 MBtu/h and 27.6 tons of cooling capacity with similarly sized high-performance heat pump systems. A small increase in the electrical load is expected (0.4 MT/yr), resulting in net emission reductions of 4.7 MT/yr. City of San Luis Obispo – Investment Grade Audit RFP 17 Energy Conservation Measure: Battery Energy Storage System Looking at the site interval data, it is unlikely that a battery storage system (BESS) would be effective for participation in a demand response program even though the building has an existing solar system. The electric service is provided under the PG&E B-6 rate and this rate does not include a demand charge. Still, further investigation into the performance of the PV system may uncover an opportunity to size out a BESS based on arbitrage based upon energy consumption rather than peak demand. CORPORATION YARD Energy Conservation Measures: Heat Pump Furnaces Scope 1 emissions from Corp Yard can be reduced by 84% (37.0 MT/yr) by replacing the four (4) gas-fired furnaces with a total heating output of 403 MBtu/h with similar sized high-performance split heat pump systems. The furnace efficiencies were 80% when new, but now likely operate at about 75% (0.75 COP). Similarly sized heat pump systems a heating efficiency of about 2.77 COP. An increase of about 54,800 kWh/yr (12.3 MT/yr) is expected, resulting in net emission reductions of 24.7 MT/yr. Energy Conservation Measure: Heat Pump Hot Water System To eliminate the remaining 6.9 MT/yr in Scope 1 emissions from Corp Yard, the existing 100-gallon gas-fired hot water heater can be replaced with two 100-gallon air-to-water heat pump hot water heaters. Due to space constraints in the electrical room, this is the only building surveyed that was not already converted to heat pump water heating so optimizing the water size and location will be key when selecting the proper heat pump model. An increase of about 8,900 kWh/yr (2.0 MT/yr) in the electrical load is expected with this measure, resulting in net emission reductions of 4.9 MT/yr. Energy Conservation Measure: Transformer Update The 50 kVA step-down transformer in the Electrical Room should be replaced with a more efficient version that will lower the inherent electrical losses in the core and coil, resulting in Scope 2 emission savings of 1.0 MT/yr Energy Conservation Measure: Battery Energy Storage System A 62.5 kWh BESS could be installed to reduce the peak electric demands by about 25%. Scope 2 emissions will increase by 0.4 MT/yr from additional electric energy used to charge the BESS. However, participation in a demand response program is unlikely given the small BESS size. Typically, DR programs are effective for demand loads greater than 1 MW and most DR integrators require the BESS to be controlled by the integrator instead of being under the building control for peak shaving. POLICE STATION Energy Conservation Measure: LED Lighting Electric energy usage and Scope 2 emissions can be reduced by 32% (17.0 MT/yr) by retrofitting the existing fluorescent lighting with LED retrofit kits and lights to meet the current Title 24 and Illuminating Engineering Society (IES) standards. City of San Luis Obispo – Investment Grade Audit RFP 18 Police Station Baseline Fixture Description Wattage Count 1 ft x 4 ft troffer with two (2) T-8 lamps 59 30 2 ft x 2 ft troffer with two (2) T-8 lamps 59 52 2 ft x 4 ft troffer with two (2) T-8 lamps 59 27 2 ft x 4 ft troffer with three (3) T-8 lamps 85 6 2 ft x 4 ft troffer with four (4) T-8 lamps 112 112 23W compact fluorescent fixture 25 1 26W compact fluorescent fixture 28 5 28W compact fluorescent fixture 30 7 150W high pressure sodium lamp fixture 188 2 400W high pressure sodium lamp fixture 465 3 50W metal halide lamp fixture 72 10 70W high pressure sodium lamp fixture 95 3 Recessed can fixture with one (1) 26W CFL 27 7 4 ft strip fixture with two (2) 4 ft T-12 lamps 66 5 4 ft strip fixture with two (2) 4 ft T-8 lamps 59 1 Vapor-tight fixture with two (2) 4 ft T-8 lamps 59 7 Vapor-tight fixture with two (2) 8 ft T-8 lamps 110 24 Figure 11: These are the baseline LED fixtures, power ratings, and fixture counts. Police Station Proposed Fixture Description Wattage Count 1 ft x 4 ft LED troffer retrofit kit 23 56 LED 4 ft outdoor wrap fixture 24 31 2 ft x 4 ft LED troffer retrofit kit 31 145 2 ft x 2 ft LED troffer retrofit kit 26 52 LED wall packs 22 13 LED parking lights 51 5 Figure 12: These are Centrica’s proposed LED fixtures, power ratings and fixture count for the Police Station. Energy Conservation Measure: Battery Energy Storage System A 33.6 kWh BESS could be installed that would reduce the peak electric demands by 12%. Scope 2 emissions will increase by 0.2 MT/yr from additional electric energy used to charge the BESS. However, participation in a demand response program is unlikely given the small BESS size. CITY/COUNTY LIBRARY Energy Conservation Measure: LED Lighting Electric energy usage and Scope 2 emissions can be reduced by 15% (0.8 MT/yr) by retrofitting the existing fluorescent lighting with LED retrofit kits and lights to meet the current Title 24 and Illuminating Engineering Society (IES) standards. The baseline and proposed LED fixtures, power ratings and fixture counts are as follows: City of San Luis Obispo – Investment Grade Audit RFP 19 City/County Library Baseline Fixture Description Wattage Count 2 ft x 4 ft troffer with four (4) T-8 lamps 112 12 4 ft wraparound fixture with three (3) T-8 lamps 85 8 Recessed can fixture with two (1) 26W CFLs 50 4 Figure 13: These are the baseline LED fixtures, power ratings, and fixture counts. City/County Library Baseline Fixture Description Wattage Count 2 ft x 4 ft LED troffer retrofit kit 31 12 LED 4 ft wrap fixture 24 8 1 ft x 4 ft LED troffer retrofit kit 23 4 Figure 14: These are Centrica’s proposed LED fixtures, power ratings and fixture count for the Library. PARKS AND RECREATION OFFICE Energy Conservation Measure: LED Lighting Electric energy usage and Scope 2 emissions can be reduced by 45% (2.1 MT/yr) by retrofitting the existing 128 troffers with three (3) T-8 lamps rated at 85W/fixture with 31W LED troffer kits to meet the current Title 24 and Illuminating Engineering Society (IES) standards. WHALE ROCK RESERVOIR PUMPING STATION NO. 2 Energy Conservation Measure: 636.3 kW DC Ground-Mount PV An analysis of the electric billing history provided by PG&E showed a total of 112 separate electric accounts for the City of San Luis Obispo. Of these accounts, the service for the Whale Rock Pumping Station No. 2 was by far the largest energy user at 1,298,352 kWh for the baseline period from August 2023 thru July 2024. This is nearly four times the electric energy consumption at the Swim Center. The emission rate for this service is only 1/5th that of the other accounts because PG&E provides the generation and PG&E’s emission rate is less than on the majority of the electric services where the energy is generated by Central Coast Community Energy (494 vs 94 lb. CO2-e/MWh). Centrica is proposing a 636.3 kW DC ground-mounted PV system that would generate 1,039,000 kWh in Year 1 and reduce the Scope 2 emissions by 46.2 MT/yr. PARKING GARAGE CARPORT SOLAR PV FOR THE MARSH STREET AND NEW PALM STREET PARKING  GARAGES Energy Conservation Measure: Carport Solar PV Of the 112 electric account histories provided by PG&E, the Marsh Street and New Palm Street Parking Garages represent the 12th and 13th largest accounts. For these two parking garages, Centrica is proposing 33.4 kW DC and 32.9 kW DC carport PV systems, respectively, that would generate a total of 104,447 kWh Yr 1 and reduce the Scope 2 emissions by 23.4 MT/yr. City of San Luis Obispo – Investment Grade Audit RFP 20 END-OF LIFE LED STREET LIGHTING REPLACEMENTS Energy Conservation Measure: End-of-Life LED Replacements Of the 112 electric account histories provided by PG&E, 50 of these accounts are for street lighting under PG&E’s customer-owned street lighting (LS2-A) rate. The energy consumption for these accounts is fixed by the rate, depending upon the type of lighting and the fixture power. Nearly the entire city was upgrade to Cree 100W LED streetlights around 2014 and the monthly usage for this fixture is set at 33.3 kWh per month per fixture. From the current baseline usage of 428,633 kWh/yr, this is the equivalent of 1,079 fixtures (we will want to confirm this with actual fixture counts, as the Cree project replaced more than 2,000 fixtures). The LED streetlights are nearing the end of their life and new LED fixtures can provide the same lumen output for about 80W per fixture, which translates to 28.2 kWh per month from LS-2 rate. The energy savings from replacing these LED lamps would generate Scope 2 emission savings of 14.8 MT/yr. With savings produced from the more efficient LED streetlights, this can be an opportunity for SLO to address city roadways and walkways that could use additional lighting for safety considerations. DAMON-GARCIA PARK AND SPORTS COMPLEX ATHLETIC FIELD LIGHTING AND CARPORT PV Energy Conservation Measures: Athletic Field LED Lighting and Carport Solar PV with BESS Of the 112 electric account histories provided by PG&E, the electric energy consumption for the Damon-Garcia Park and Sports Complex represents the 10th largest account – over half that of City Hall. About 69% of this electric energy usage and Scope 2 emissions (70,300 kWh/yr and 15.7 MT/yr) can be eliminated by retrofitting the existing 130 metal halide fixtures with LED fixtures to meet the current Title 24 and Illuminating Engineering Society (IES) standards. Alternatively, a small 51.3 kW DC carport solar PV system could be installed on the service that would generate 81,700 kWh/yr – 80% of the current electric energy usage. This would generate 18.3 MT/yr of Scope 2 baseline emissions. Looking at these measures together would be needed to properly size the PV system and even consider a BESS with sufficient storage capacity to effectively eliminate purchased electric energy for this service. ADDITIONAL UTILITY SAVINGS MEASURES During the course of the IGA the City will benefit from Centrica digging further into other facility measures that will build savings and positive cashflow, while driving toward decarbonization and sustainability goals. We can draw from a range of measures that we have implemented at other municipal buildings, including the following:  EV Charging Stations  Water-Conserving Fixtures  Irrigation Controls  BMS Sequence Upgrades  BMS Replacement  Building Envelope Upgrades  Plug Load and PC Load Management  Kitchen Hood Controls  Historic Window Replacement City of San Luis Obispo – Investment Grade Audit RFP 21 Prior Experience with ECMs Centrica has extensive experience with performance contracting, using utility savings to pay for comprehensive infrastructure upgrades across a diverse collection of local government facilities. In the past two decades, Centrica has installed 25,000 individual projects in North America, over 150 MW of solar PV, and hundreds of millions of dollars in multiple ECM performance contracts and all while achieving a net promoter score of 95 from our customers. City of San Luis Obispo – Investment Grade Audit RFP 22 Funding FUNDING OPTIONS INCLUDING INCENTIVES/ASSUMPTIONS Figure 15: Various funding options available to SLO. Our goal is to help SLO maximize the value of your city facilities. We have included custom energy efficiency incentives for HVAC available through PG&E and hot water heat pump incentives from TECH Clean California. But the bulk of the incentives come from Federal tax credits on solar PV and BESS through the Inflation Reduction Act. SLO will have several options for financing, as well as incentives to aid in the implementation to comply with CA Government Code 4217 and a budget neutral project. The following is a list of available financing and incentive options available as options we can bring to the table for SLO:  CEC Energy Conservation Assistance Act 1% Interest Loan Program  Power Purchase Agreements  Self-Generation Incentive Program —Mostly dried up, but we will explore availability  Market Access Program (MAP) —Centrica is a MAP Aggregator Based on our experience, California municipalities have some great financing options. We have worked with many municipalities and public sector customers to facilitate financing through PPA’s and tax-exempt lease purchase (TELP) lenders. We have also worked with customers to blend financing options such as a Power Purchase Agreement for solar and/or capital buy downs with the balance funded through TELP. Other funding source to be considered:  Master lease agreements  Bonds  Certificates of participation Payment schedules will be considered, and repayments can often be delayed for up to 12 months to shift appropriations to the next budget period. Another potential financing option similar to a Power Purchase Agreement is Energy-As-A-Service, an "off-book" financing model where a third-party owns, operates, and maintains the equipment installed throughout SLO, and the third-party is paid by savings generated from the established measures. City of San Luis Obispo – Investment Grade Audit RFP 23 Enterprise Fund – Option for Expansion of Impact It is very clearly understood that SLO has no plans to include in this project any measures that affect Enterprise Budget utilities or assets but should affect only that of the General Fund. Should SLO wish to explore options of utilizing both, we have experience in working with other California municipalities where, in the interest of achieving over-arching city sustainability and decarbonization goals, a project is financed to include measures from both Enterprise and General Fund to generate positive cash flow and proportionately pay debt service for the financing of said measures. City of Cloverdale Example For the City of Cloverdale, we implemented lighting and mechanical upgrades throughout the City affecting General Fund, AMI technology water meters affecting the Water Enterprise, along with solar arrays at both the Water and Wastewater Treatment Plants that affected both their Water Enterprise and Wastewater Enterprise. Funding was provided and justification accounted for through a combination of the lender, the Finance Director, and City Manager to proportionately repay the loan based on the savings generated from both budgets:  City’s General Fund (7.91%)  Water Enterprise (71.99%)  Wastewater Enterprise (20.10%) The strategy was to utilize the larger savings generated from the solar and water meter projects to be able to include larger mechanical upgrades needed to assist the General Fund, avoiding huge future maintenance costs, while taking extraordinary strides toward their sustainability goals. INFLATION REDUCTION ACT – INVESTMENT TAX CREDIT BENEFIT The Inflation Reduction Act (IRA) was signed into law by President Biden on August 16, 2022, and offers several incentives that will be of great benefit to SLO in implementing locally sourced green energy. Tax-exempt entities such as SLO can now receive a direct payment of the 25.5% Investment Tax Credit (ITC) for solar and storage with the ability to stack more incentive based on “adders.” With the added benefits of the ITC, SLO can maximize decarbonization and Scope 1 emission reduction measures to provide the best value to the city and the overall project economics. For the solar and battery storage project, the ITC was calculated at 25.5% of total project cost for all solar and battery storage systems except the PV system at the New Palm Street Garage, which was calculated at 34%. SLO’s location qualifies it for the Energy Community designations. 1. Standard ITC Deduction (25.5%)1: This is a baseline that applies to the majority of solar and battery energy storage systems. 2. Low-Income Community Bonus (8.5%): The low-income adder is available to projects in designated low-income census tracts. This adder, unlike the energy community bonus, has an application and approval process to qualify for the bonus. This adder is applied to the solar project at the New Palm Street Parking Garage only. Combining these, the total potential ITC amount available for the project is $1,473,626. This helps in funding the project and aligns with broader goals of sustainability and leading by example in the community. 1 The IRA requires a 15% reduction in overall incentive if tax-exempt financing is used to pay for the project. In our calculations, we assumed the project would be funded this way and reflected this in our modeling and the percentages shown above. City of San Luis Obispo – Investment Grade Audit RFP 24 Experience with Similar Customers The following customer stories highlight Centrica’s experience with implementing conservation projects and working with customers of similar size and facilities. CITY OF CLOVERDALE Location: Cloverdale, California Project Dates: 2022 – Current Total Project Cost: $7.9M Annual Utility Savings: $541K (energy and water) Reference: Kevin Thompson, City Manager Phone: 707-894-1723 Email: kthompson@ci.cloverdale.ca.us On Budget and On Schedule: All project phases were implemented at the estimated costs and on schedule. Services Designed and Implemented: Establish baseline conditions, develop energy profile, determine optimal energy source, develop conceptual design, economic and financial analysis including revenue recovery from new water meters, permitting and regulatory review, production of the final report, project permitting, construction document design and oversight, performance validation. Mix of measures included lighting (interior, exterior), roof-mount and ground-mount solar, mechanical, and replacement of city-wide water meters. Relevance to SLO: The overarching goal of these upgrades was to reduce utility consumption and cost, lower both Scope 1 and Scope 2 emissions, and provide resilience and a reduction in grid reliance. The collaboration between Centrica and Cloverdale was a resounding success, resulting in a major step toward their sustainability and de-carbonization goals, while delivering more efficient and sustainable city infrastructure. The project was implemented across a diverse range of building types that will closely resemble that of SLO and was financed as a single project with debt service paid through savings that bridged both Enterprise and General Fund budgets. Working with PG&E’s Sustainable Solutions Turnkey group, Centrica converted the interior and exterior lighting from T8 to LED and upgraded HVAC systems throughout the city. Approximately 900kw of solar was installed at the Water Treatment Facility (roof-mount) and the Wastewater Treatment Facility (raised ground-mount in an overflow basin). We also converted the water meters across the city to AMI technology, which allows the city to remotely gather usage data for trending and billing. Centrica provided audit, design, and construction services for the entire scope of work, encompassing almost all city owned buildings. City of San Luis Obispo – Investment Grade Audit RFP 25 CALIFORNIA DEPARTMENT OF MOTOR VEHICLES Location: Sacramento, California Project Dates: 2019 – 2022 Total Project Cost: $9M Annual Utility Savings: $610K (326,271 kWh) Reference: Sjon Woodlyn, Facilities Operations Branch Chief Phone: 916-848-0861 Email: sjon.woodlyn@dmv.ca.gov On Budget and On Schedule: All project phases were implemented at the estimated costs and on schedule. Services Designed and Implemented: Establish baseline conditions, develop energy profile, develop conceptual design, economic and financial analysis including aligning financing partner, permitting and regulatory review, production of the final report, project permitting, construction document design and oversight, performance validation. Mix of measures included lighting (interior, exterior), solar, mechanical, and controls (both mechanical BMS and lighting). Relevance to SLO: Similar to SLO, the State of California has extremely aggressive decarbonization goals. Throughout the development of this project, we were able to identify a wide range of measures that lowered their utility cost and significantly reduced their Scope 2 emissions. The project was installed utilizing 4217, where savings were used to fund the upgrades, while subsidizing the cost of modernizing their infrastructure and equipment with more sustainable and efficient systems and deferring millions in maintenance cost. The project was implemented at the Headquarters Campus for DMV, which included several multi-story buildings, and was implemented without work interruption for the building’s occupants. Through PG&E’s Sustainable Solutions Turnkey group, Centrica was selected to provide a design/build energy retrofit at the DMV headquarters in downtown Sacramento. Centrica audited the campus and worked with the DMV to design and construct a replacement of interior fluorescent and exterior HID’s with new energy efficient LEDs and Title 24 compliant controls, a replacement of large fans at four air handlers with fan walls, new HVAC controls, retro-commissioning of all HVAC equipment, and repairs of their existing solar array. Like SLO, the DMV needed multiple ECMs to be supported within the project by the large savings associated with the lighting and lighting controls measures. City of San Luis Obispo – Investment Grade Audit RFP 26 FONTANA UNIFIED SCHOOL DISTRICT Location: Fontana, California Project Dates: 2018-2019 Total Project Cost: $9.9M Annual Savings: 28.5 MWh Reference: Errol Glen, Energy Manager Phone: 909-357-7528 Email: glenem@fusd.net On Budget and On Schedule: All project phases were implemented at the estimated costs and on schedule. Services Designed and Implemented: Just 50 miles east of Los Angeles in the heart of San Bernardino County, the school district prides itself on educating its diverse population and has an 87% graduation rate. We were tasked to reduce costs to operate and maintain the cooling systems district-wide and stabilize temperatures throughout the schools. 500 rooftop units were installed on 11 campuses, along with controls (BMS). Centrica also retrofitted 17 campuses with new high-efficiency exterior lighting. Relevance to SLO: While not looking to electrify the mechanical equipment, the District was looking to upgrade and modernize their very dated and inefficient mechanical systems. We were able to identify, develop, and install a wide range of measures that both lowered their utility cost and significantly reduced their Scope 1 emissions. This project addressed a customer’s needs that similarly reflect that of SLO, including addressing and funding the replacement of aging mechanical systems across multiple sites, reducing utility costs, and making a significant dent in Scope 1 emissions in a budget neutral manner. The Fontana USD selected Centrica to install 500 rooftop units across their 17 campuses. The project has resulted in optimal educational environments for all users. For that, the Department of Energy awarded the district an A and named it a DOE RTU Challenge Winner. Project included comprehensive energy audit, engineering design, HVAC installation, building automation controls, and exterior lighting upgrades. City of San Luis Obispo – Investment Grade Audit RFP 27 COAST UNIFIED SCHOOL DISTRICT Location: Cambria, California Project Dates: 2019-2022 Total Project Cost: $2.3M Annual Savings: $480K Utility Savings / $100K Maintenance Savings Reference: David Bidwell, Operations Director Phone: 805-459-1579 Email: dbidwell@coastusd.org On Budget and On Schedule: All project phases were implemented at the estimated costs and on schedule. Services Designed and Implemented: This project was funded primarily through Prop 39 but so strict guidelines applied for all steps of the process. We were responsible for developing the energy profile, determined optimal energy source, developed conceptual design, economic and financial analysis, permitting and regulatory review, production of the final report, project permitting, construction document design and oversight, and performance validation. Mix of measures included Solar, Lighting (Interior, Exterior), Mechanical, and BMS Controls. Relevance to SLO: A close neighbor to SLO, this was a comprehensive project where budget neutrality was vital. Although there was no major mechanical work done, BMS controls were installed and commissioned, along with the lighting controls and LED upgrades. We also retrofitted the sports field lighting to LED, contributing to a huge drop in kWh usage per light. Centrica converted the interior and exterior lighting from T8 to LED at the grammar school, middle school, high school, and District Office. In addition, we implemented a retrofit to the football stadium high intensity discharge lighting at the high school with LED. We also installed new roof- mounted solar arrays at the District Office and middle school, a carport array at the grammar school, and a ground-mounted array at the high school. Centrica provided audit, design, and construction services for the entire scope of work, encompassing almost all the campus and administration buildings and exterior lighting. City of San Luis Obispo – Investment Grade Audit RFP 28 CITY OF REEDLEY Location: Reedley, California Project Dates: 2018 – 2019 Total Project Cost: $9.9M Total Savings: $2.8M over PPA Term Reference: Russ Robertson, Director of Public Works Phone: 559-637-4299 x213 Email: russ.robertson@reedley.ca.gov On Budget and On Schedule: All project phases were implemented at the estimated costs and on schedule. Services Designed and Implemented: This was a ground-mount solar project. We were responsible for developing the energy profile, develop conceptual design, conduct economic and financial analysis, permitting and regulatory review, project permitting, construction document design and oversight, and performance validation. Relevance to SLO: Located in California’s central valley a couple hours north-east of SLO, Reedley was primarily interested in the development of locally generated clean energy and reduction of Scope 2 emissions. Working with the City Council, we were able to determine the best course was to deliver the project with a PPA financing mechanism, although that was before the passing of the Inflation Reduction Act that opened the Investment Tax Credit up to public agencies. The final project resulted in a 1,026- kW ground-mount solar photovoltaic array with a NEXTracker system on an undeveloped plot of land. While the team faced challenges with timelines, Centrica was still able to deliver on the completion date promised to the City of Reedley. In addition, Centrica worked with the City to obtain alternate financing that lowered the City’s PPA rate from the original agreement by 1.46 cents per kWh, with no other changes made to the project. Through the solar project, the City is estimated to save $17,000 in year one, with estimated savings of $2.8 million over the 25- year term of the PPA. City of San Luis Obispo – Investment Grade Audit RFP 29 Safety, Diversity, and Sustainability Project managers are responsible for developing site-specific safety protocols. Below is our detailed process for ensuring worker and occupant safety. SAFETY Site-Specific Safety Plan  Project safety starts with our Project Managers developing a Site-Specific Safety Plan (SSSP) for each project. This is a high-level overview of hazards and appropriate controls associated with the site and particular tasks of a project. The Centrica Safety Lead reviews and approves all SSSPs. Site Utilization Plan  In addition to developing the SSSP, the Project Manager is responsible for developing a Site Utilization Plan (SUP). The SUP is a bird’s eye view of the site and shows safety related items and equipment used on the site. The level of detail of the SUP is dependent on the size and scope of the project. A larger rooftop solar project will have much more detail and content and will probably be developed as a separate document. A smaller interior lighting project will probably have its SUP included within the SSSP. The Centrica Safety Lead reviews and approves all SUPs. Site Safety Inspection Report  The Site Safety Inspection Report (SSIR) is a checklist of items to make sure that our sites remain safe and hazard-free. The Project Manager is responsible for making sure that a SSIR is completed on each active project every month. The expectation is that any deficiencies are addressed at the time of the inspection. Safety Observation Program Our Safety Observation program gives our employees the opportunity to observe others on a job site. The program operates under the principle of no name/no blame. The intent of the program is to recognize and acknowledge good behavior and identify and correct at-risk behavior. Each Business Unit has a target number of observations to be completed each month. A review of all Safety Observations is sent monthly with summaries to our operations field staff with lessons learned. General Safety measures can include:  Site Safety Inspection Reports – Completed Monthly  Knowledge of locations of hospitals  Shade considerations  Personal Protective Equipment  First Aid Kids  Fall Prevention Measures  Ongoing company-wide, position-specific safety trainings  Pandemic Preparedness protocols (Covid-19 response) City of San Luis Obispo – Investment Grade Audit RFP 30 Pricing Factors and Labor Rates Our labor rates for the job classifications that will perform the implementation of the project: both direct rates and other components building up to fully loaded direct labor rates, e.g., direct labor costs, fringe benefits, payroll taxes and any other cost components. CENTRICA’S LABOR RATES FOR ALL JOB CLASSIFICATIONS Figure 16: Proposed Overhead and Profit on Internal Labor Rates Design Build Markups Profit 8% Overhead 12% Figure 17: Labor Rates General Category Billable Hourly Rate Notes Energy Engineer $130 1 Senior Energy Engineer $155 1 Project Director $180 1 Electrical Solutions Engineer $125 1 Solar Energy Engineer $125 1 Senior Solar Energy Engineer $155 1 Solar Project Director $180 1 Assistant Project Manager $115 1 Project Manager $160 1 Senior Project Manager $180 1 Site Superintendent $150 1 Controls System Integrator $145 1 Regional Controls Manager $180 1 Field Supervisor $150 1 Technician I $110 2 Technician II $115 2 Technician III $120 2 Foreman I $125 2 Foreman II $130 2 1. Hourly rates are subject to Employment Cost Index annual increases 2. Hourly rates assume straight time for San Luis Obispo County and are subject to semi-annual prevailing wage increases.