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Home My WebLink AboutCity_of_SLO_IGA_PGE_SST_Proposal_WilldanCITY OF SAN LUIS OBISPO San Luis Obispo, California Sustainable Solutions Turnkey Contract RFP for Investment Grade Assessment RFP #224691 December 20, 2024 Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric i Contents 1. Executive Summary ........................................................................................................................................................................... 1 2. Energy Conservation Measures and Scope Details ........................................................................................................................ 3 ECM 1. Swim Center Decarbonization 3 ECM 2. City Hall Space Heating Boiler Replacement with Heat Pump 5 ECM 3. Corp Yard and Ludwick Center Gas-Fired Furnace Replacement 6 ECM 4. Distributed Energy Resources/Peak Shaving 7 ECM 5. Lighting Upgrades at Police Station, City-County Library and Parks and Recreation Offices 8 Additional Proposed Project Scopes 9 Additional Potential Project Scopes to be Explored in IGA at SLO’s Direction 10 3. Total Life-Cycle Cost Approach ...................................................................................................................................................... 12 4. Project Schedule .............................................................................................................................................................................. 12 5. Staffing Plan ..................................................................................................................................................................................... 14 6. Experience in Energy Conservation Projects ................................................................................................................................ 16 7. Experience with Similar Customer and Facility Types ................................................................................................................. 17 8. Competitive Methodology for Selecting Sub-Contractors .......................................................................................................... 17 9. Proposed IGA Fee ............................................................................................................................................................................ 18 10. Cost Data ........................................................................................................................................................................................ 19 Proposed Project Financial Overview 19 Experience with Relevant Funding Programs – PG&E GK12 22 Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 1 1. Executive Summary November 23, 2024 Pacific Gas and Electric Company Sourcing Dept. | Attn: Paula Paschal 300 Lakeside Drive Oakland, CA 94612 RE: PG&E Request for Proposal (RFP) No. 224691 City of San Luis Obispo The City of San Luis Obispo (SLO) has a commitment to leveraging turnkey energy performance contracting. This is a significant opportunity to further its aggressive sustainability and energy efficiency goals. Willdan is a leader in turnkey performance contracting and decarbonization, with a history of service to SLO that goes back 17 years. We are dedicated to continuing this service by supporting SLO’s energy initiatives. Exhibit 1 summarizes our proposed primary project results for SLO, addressing all key priorities in a fiscally responsible manner. On the next page, we provide a brief overview of our proposed scopes, plus additional options for SLO to consider for maximized project benefits. Exhibit 1. City of San Luis Obispo Proposed Primary Project Benefits and Results Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 2 Willdan’s proposed project for SLO builds on our experience developing decarbonization projects in California (CA) and nationwide. Our solutions incorporate additional distributed energy resources (DERs) and energy efficiency upgrades beyond the requested scopes to maximize SLO’s decarbonization and cost savings goals. Requested Project Scopes Our proposed primary project scope includes the five Energy Conservation Measures (ECMs) noted in SLO’s Scope of Work (SOW) document. Key solution highlights include:  Measure 1: Swim Center Decarbonization  A combination of solar thermal system and air-source heat pumps achieves 100% reduction in natural gas usage.  Measure 2: City Hall Space Heating Boiler Replacement with Heat Pump  This avoids natural gas usage in primary heating and retains existing equipment as redundant backup options for resiliency.  Measure 3: Corp Yard and Ludwick Center Gas-Fired Furnace Replacement  Heat Pumps achieve electrification goals while providing heating and cooling.  Measure 4: Distributed Energy Resources/Peak Shaving  Solar photovoltaic (PV) at three City sites and battery energy storage systems (BESS) at three City sites to provide on-site renewable energy generation, decarbonization, utility savings, and resiliency.  Measure 5: Lighting Upgrades at Police Station, City-County Library, and Parks and Recreation Offices  LED lamp and ballast retrofits reduce energy consumption and operations and maintenance (O&M) burden while improving lighting quality. Additional Proposed Project Scopes Our proposed scope includes the following measures which will provide utility and operational savings to help fund ECMs 1-5.  Measure 6: Swim Center On-site Chlorine Generation  This reduces treatment costs and on-site storage and handling of hazardous chemicals.  Measure 7: Transformer Upgrades  Replacing aging transformers provides utility cost savings and prevents costly and disruptive failures. Additional Potential Project Scopes to Be Explored in Investment Grade Audit (IGA) at Direction of SLO The Willdan team has identified six additional areas for SLO to consider for inclusion in the IGA. These additional potential projects were identified based on stated SLO staff comments and our team’s Site Walk observations. These items include:  VFD Pool Pumps  Wastewater Infrastructure Repair  Water Fixture Efficiency  Advanced Irrigation Controls  Electrical Infrastructure Upgrades  Biogas Refinement for Energy Generation Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 3 2. Energy Conservation Measures and Scope Details Section 2 Energy Conservation Measures and Scope Details covers each ECM from RFP Section 4. Proposal Deliverables and our proposed additions. Note: To comply with the order of SLO RFP prompts, we provide pricing for each ECM in Section 10. Cost Data. ECM 1. Swim Center Decarbonization Existing Equipment, Site Conditions, etc.  2 x 750 MBH output domestic hot water (DHW) boilers  2 x 1,445 MBH output competition pool boiler  1 x 391 MBH output therapy pool boiler Solar Thermal  Meet ~44% of pool and DHW heating demands  Provide shaded seating in stands Air to Water Heat Pumps  Will pick up any remaining heating load not met by the solar thermal system Existing Boilers  Can be maintained as a hybrid system providing additional resiliency Benefit for SLO  Fully decarbonizes the largest gas-consuming facility in the city’s portfolio  Leverages ideal solar resources Annual Savings: $37,100 (Energy), 439 (MT C02e) Desired Solution & Modernization: Willdan’s proposed scope for ECM 1 is replacing/supplementing the existing gas-fired pool and domestic water boilers with arrays solar thermal collectors for both pool and domestic water heating coupled with an air-to- water heat pump for peak heating conditions. Recommended Solution Existing Conditions Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 4 Proposed solar thermal system layout and photo of a sample covered structure for the bleachers ECM Experience with Similar Customers and Facilities Client Name King County Facility Type Community Aquatic Center Project Scope  Replacement of gas boilers with air-to-water heat pumps, numerous other pool improvements Annual Savings $33,000 Relevance for San Luis Obispo  Complete decarbonization of comparable municipal swim center utilizing a similar approach Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 5 ECM 2. City Hall Space Heating Boiler Replacement with Heat Pump Existing Equipment, Site Conditions, etc.  50-ton air-cooled chiller with a CHW buffer tank  760 MBH gas-fired boiler for HVAC heating Air-to-Water Heat Pump  Located in Courtyard and piped to the CHW and HHW systems  The heat pump will be the primary source of cooling and heating Annual Savings: $6,400 (Energy), 23.5 (MT CO2e) ECM Experience with Similar Customers and Facilities Client Name Sonoma County, CA Facility Type Cloverdale Veterans Memorial Building and Heavy Fleet Facility Project Scope  The Veterans Memorial Building holds large events and serves as an emergency gathering place. It has a commercial kitchen, showers, and a pool. The existing domestic natural gas DHW system was at the end of its useful life. Willdan replaced the existing system with two 120-gallon heat pump water tanks. This solution exceeded both their existing storage and gallon-per-hour capacity.  The Heavy Fleet Facility services the County’s heavy fleet vehicles. Willdan replaced gas-fired equipment serving the existing DHW load (hand sinks and mop sinks) with a 50-gallon electric heat pump system. Annual Savings 1,460 therms Relevance for San Luis Obispo  Delivery of electrification measures in support of the County’s decarbonization goals  Historic building  Project delivered under the PG&E Sustainable Solutions Turnkey (SST) Program  Secured $90k in incentives from the PG&E Government K-12 (GK12) Program Desired Solution & Modernization: Willdan’s proposed scope for ECM 2 is to replace the existing heating hot water (HHW) boiler with a 70-ton air-source heat pump. The heat pump will connect to the existing chilled water (CHW) and HHW piping to provide cooling and heating. Existing Conditions Recommended Solution Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 6 ECM 3. Corp Yard and Ludwick Center Gas-Fired Furnace Replacement Existing Equipment, Site Conditions, etc. Corp Yard  22.5 tons of split-DX systems: Outdoor Condensing Units and Indoor Gas- Fired Furnaces Ludwick Center  22.0 tons of packaged rooftop AC units with gas- fired heat Current Issues Observed/Noted  The rooftop units at the Ludwick Center are in poor condition and at the end of their effective useful lives Corp Yard  Replace 22.5 tons of split-DX equipment with split-heat pump systems  New equipment includes outdoor heat pump condensing units and indoor heating units Ludwick Center  Replace 22.0 tons of packaged DX equipment with packaged heat pumps of like capacity Benefit for SLO  Electrifies HVAC systems  Reduces carbon footprint  Lowers utility and maintenance costs  Eliminates HVAC natural gas usage Annual Savings: $7,300 (Energy) + $5,000 (O&M), 43.3 (MT CO2e) ECM Experience with Similar Customers and Facilities Client Name City of Dublin, CA Facility Type Municipal facilities Project Scope  HVAC equipment and controls upgrades across 23 units and 7 facilities  Retro-commissioning 15 units and associated controls at an additional facility for low-cost and no-cost improvements Annual Savings $56,000 in year-one savings from HVAC and controls upgrades and retro-commissioning Relevance for San Luis Obispo  HVAC and control upgrades in CA municipal facilities delivered via comprehensive turnkey energy project and funded with project incentives and savings Desired Solution & Modernization: Willdan’s proposed scope for ECM 3 is to replace the packaged gas-electric and split-direct expansion (DX) units with equivalent capacity heat pump equipment. Existing Conditions Recommended Solution Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 7 ECM 4. Distributed Energy Resources/Peak Shaving Existing Conditions Recommended Solution Existing Equipment, Site Conditions, etc.  No existing solar PV at Corp Yard and Police Station  The SLO Swim Center is slated to have a 262 kWdc system installed in 2025  Ludwick Center has an approximately 20-year-old failing solar PV rooftop system  No existing BESS at any site in scope Solar PV Solutions  Ludwick Center: replacement of defunct solar PV on roof with new system (18.3 kW, ~30.1 kWh annual production)  Corp Yard: installation of new carport PV system in the parking lot (115.9 kW, ~189.8 MWh annual production)  Police Station: installation of new carport PV system in parking lot (91.5 kW, ~152.6 MWh annual production)  City Hall and Library: Willdan does not recommend installing solar at these locations, due to insufficient space. BESS  Ludwick Community Center: Willdan evaluated battery installation. Because the site is on a tariff without demand charges, BESS does not offer sufficient pay back and is not recommended  Corp Yard: Willdan recommends installing a 50 kW/204 kWh battery at this site for peak shaving.  Police Station: Willdan recommends installing a 50 kW/204 kWh battery at this site for peak shaving.  Swim Center: Willdan recommends installing a 100 kW / 204 kWh battery at this site for peak shaving.  City Hall: Willdan modeled a battery system at this location, but the BESS battery did not offer sufficient pay back and is not recommended.  Library: Willdan evaluated battery installation. Because the site is on a tariff without demand charges, and no solar is proposed, the BESS does not offer sufficient pay back and is not recommended. Benefit for SLO  Reduces utility costs  Shades parking in areas where carports are recommended Annual Savings: $100,600 (Energy) Desired Solution & Modernization: Willdan modeled solar PV systems at the Corp Yard, Police Station, and Ludwick Center. Willdan also modeled battery storage for peak shaving at all seven sites in this RFP. Willdan took into account the planned solar installation at the Swim Center as part of the battery storage sizing exercise, but did NOT include the savings from the Swim Center solar PV itself in the utility and energy savings presented in this RFP. Existing Conditions Recommended Solution Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 8 ECM Experience with Similar Customers and Facilities Client Name City of Dublin, CA Facility Type Municipal Aquatic Center, Corp Yard, Community Center, and other municipal facilities Project Scope  1.4 MW solar PV across 10 sites  376 kW BESS and microgrid controls across three sites  Traffic signal battery backup power for resiliency and safety across 22 intersections Annual Savings $384,000 in year-one savings from renewables and resiliency Relevance for San Luis Obispo  DERs for decarbonization, savings, and resiliency at similar CA municipal facilities delivered via comprehensive, turnkey project funded by project savings and incentives ECM 5. Lighting Upgrades at Police Station, City-County Library and Parks and Recreation Offices Existing Equipment, Site Conditions, etc.  Buildings have combinations of T8 fluorescent fixtures, compact fluorescent lamps, metal halide fixtures, and sporadic LED upgrades in specific locations  Fixtures still have electronic ballasts  Lighting is controlled mostly by switches (existing occupancy sensors only in restrooms)  Some spaces are over-lit Lighting Solutions  Full interior retrofit of T8 fixtures to Type B TLEDs  Replace all other fixtures and Can Lights with modern LED equivalents  Install a new lighting control system and tie into Building Management System (BMS)  Include occupancy sensors, daylighting, and other capabilities where appropriate Benefit for SLO  Saves energy, reduces maintenance, eliminates ballasts  Extends fixture lifetime  Improves light color and provides correct foot candles  Adds capabilities to lighting control system Annual Savings: $27,400 (Energy) + $2,400 (O&M) Desired Solution & Modernization: Willdan’s proposed scope for ECM 5 is replacing outdated fluorescent and metal halide light fixtures with high-efficiency LEDs at the Police Station, City-County Library, and the Parks and Recreation Offices. It will eliminate ballasts (fewer points of failure), create significant energy savings, and improve overall lighting quality throughout the buildings. Lastly, the City will have control over selecting the lighting control system and its capabilities to better operate the lighting systems. Existing Conditions Recommended Solution Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 9 ECM Experience with Similar Customers and Facilities Client Name California Dept of General Services – Elihu M. Harris State Office Building, Oakland, CA Facility Type CA state office building open to public Project Scope  LED lighting and controls upgrades for 10,000+ fixtures, including those in the three-story atrium ceiling Annual Savings $440,000 in year-one energy and maintenance savings from lighting upgrades Relevance for San Luis Obispo  Lighting upgrades delivered via comprehensive, turnkey energy project funded by project savings and incentives Additional Proposed Project Scopes ECM 6. Swim Center On-Site Chlorine Generation Existing Equipment, Site Conditions, etc.  Bulk chlorine is purchased and stored for pool water treatment and sanitization Install on-site chlorine generation system  Uses an electrolytic cell and saltwater to produce sodium hypochlorite and hypochlorite acid Benefit for SLO  Eliminates the overland transport and on-site storage of hazardous materials  Reduces pool treatment chemical costs  Reduces dilution requirements and saves water Annual Savings: $41,000 (Water) + $115,000 (O&M) Desired Solution & Modernization: Installation of on-site chlorine generation equipment that will utilize a salt solution and an electrolysis process to produce sodium hypochlorite and hypochlorite acid for pool treatment. Existing Conditions Recommended Solution Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 10 ECM 7. Transformer Upgrades Existing Equipment, Site Conditions, etc.  Swim Center: (1) 75 kVA transformer located in electrical room  Corp Yard: (1) 30 kVA transformer located outside electrical room, looks aged  Corp Yard (1) 50 kVA transformer located inside electrical room  There may be other low-voltage transformers not seen or detected during the site visits. Willdan will explore this measure fully during the IGA. Recommended Solution  Install new high-efficiency transformers Benefit for SLO  Reduces energy losses through the transformers  Lowers energy costs  Significantly decreases risk of costly, disruptive power failures Annual Savings: $4,500 (Energy) Additional Potential Project Scopes to be Explored in IGA at SLO’s Direction ECM 8. VFD Pool Pumps Retro-commissioning and Upgrades Retro-commissioning the existing pool pump variable frequency drives (VFDs) to bring them back online and to their design specifications. Install VFDs on any remaining pool pumps where they are not currently present. Potential benefits include reduced utility consumption and reduced O&M costs. ECM 9. Wastewater Infrastructure Repair Because SLO operates its own wastewater facility, excess and unplanned water inflow and infiltration into the conveyance systems increases treatment costs. Evaluate infrastructure including manholes, lift stations, and other wastewater structures for relining and rehabilitation. Potential benefits include reduced water usage and treatment costs, plus reduced maintenance costs and prevention of costly infrastructure failures. Desired Solution & Modernization: Replacement of aging low-voltage transformers with high-efficiency transformers. Existing Conditions Recommended Solution Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 11 ECM 10. Water Fixture Efficiency Upgrades Willdan observed standard-flow plumbing fixtures in the restrooms that staff were able to visit. Willdan sees an opportunity for water efficiency savings by performing retrofits and retro-commissioning on these lavatory faucets and toilet and urinal flush valves. Over time, flush valves on plumbing fixtures wear down and let through more water than rated for. Performing retro-commissioning and replacements reduces facility water consumption. Installing aerators and infrared sensors on faucets likewise reduces facility water usage. ECM 11. Advanced Irrigation Controls Networked, intelligent controls for irrigation systems at parks and other SLO facilities can significantly reduce energy and water consumption as well as O&M costs. Depending on the status of existing irrigation systems, this item may be of interest to SLO for further exploration during the IGA. ECM 12. Evaluation of Electrical Infrastructure Upgrades SLO noted other desired electrification projects that would first likely require upgrades to electrical service and/or electrical infrastructure. Willdan would holistically evaluate these opportunities and develop upgrade pathways and funding strategies for SLO to consider. ECM 13. Wastewater Recovery Facility Biogas to Fuel Cell or Linear Generator Evaluate the volume and makeup of biogas being produced at the Wastewater Recovery Facility (WWRF) for electricity generation potential via either a fuel cell or other on-site generating facility. Refinement and utilization of the biogas could increase on-site WWRF renewable energy generation, plus reduce utility costs and greenhouse gas (GHG) emissions. Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 12 3. Total Life-Cycle Cost Approach Our engineering team is responsible for all life-cycle cost analyses. Our master planning approach with a vendor-agnostic life-cycle analysis allows the best individual solutions and also supports an optimal mix of overall project measures. The two key components of our approach include: 1. Brand-neutral recommendations, which allow us to look beyond 1-for-1 replacements  95%+ of our design-build energy projects include measures with a new, optimized design (e.g., similar to the HVAC life-cycle in Exhibit 3, where a client changed from a magnetic bearing chiller to a variable-speed centrifugal chiller). 2. Analysis is based on detailed 3D energy modeling, so that the associated life-cycle cost analysis provides savings certainty early on and, therefore, lower overall project risk (example of our building modeling in Exhibit 4).  99% of our projects meet or exceed the savings guarantee as a result. Exhibit 3. Total Life-Cycle Cost Analysis Example for Chillers Exhibit 4. Example Detailed Building Energy Modeling $7,315,120 $6,030,463 $4,398,868 $4,882,499 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 25-Year Life-Cycle Cost Comparison Utility Costs Maintenance Costs Current capital costsA B B A C C D D Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 13 4. Project Schedule Our estimated IGA delivery schedule is based on the information and opportunities we know to date. Our team is already familiar with the buildings, so upon selection in “Month 0” we will immediately begin planning and starting program and preliminary IGA activities. Our team is confident we can reach a 30% IGA meeting at the beginning of “Month 2” at the latest for scope and budget updates/review. We expect the IGA to be complete in early “Month 6,” with another month for approval and contracting. Willdan will also provide a detailed construction schedule, using Microsoft Project, on a monthly basis. 76543210IGA Steps by Month Project Notice to Proceed IGA: ASHRAE III Audit Facility and Assets Evaluations Utilities & Infrastructure Review Project Programming Meetings Data Loggers, Utility Analysis, Modeling Prelim Scopes, Costs, & Savings Decision -Making Matrix 30% Scope of Work & SD Review & Approval IGA: Design & Guaranteed Maximum Price Energy Modeling, Life Cycle Cost , DD Develop. 60% Scope of Work, Budget, and Page Turn 100% Design Drawings and Specifications Bidding, Implementation Planning, Schedule Review Final IGA Results Finalize IGA Based on Comments Notice to Proceed w/ Construction IGA: Financing & Funding Finance , Administration & Committee Meetings Utility Incentives Analysis & Explore all Options Funding Workshop w/ City Decision -makers Refine Options & Agree on Funding Options Bid Financing via GS $Mart (if applicable) Financing Terms & Lender Selection Exhibit 5. Proposed IGA Schedule for the City of San Luis Obispo Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 14 5. Staffing Plan Key Staff Willdan has assembled a team of highly skilled professionals, adept at supporting projects with the complexity required for this/these project(s). In Exhibit 6, we have provided key staff resumes using a condensed resume format due to overall space constraints. Exhibit 6. Key Staff Resumes and Team Availability KEY STAFF Name, Role, Experience Resume Highlights % Available Carolyn Kiesner Program Director 13 Years of Experience Leverages successful energy and infrastructure project engineering, implementation, M&V, contracting and project financing. Has completed site-wide energy upgrade projects valued at $225M for 20+ California public agencies and districts. Project experience includes:  Managing turnkey energy projects for the County of Shasta, CDCR Folsom Women’s Prison, El Dorado Union High School District, and the City of Madera 20% Jason Boyd Program Manager 12 Years of Experience Possesses extensive experience in the energy industry, running utility energy efficiency and renewable energy programs and delivering comprehensive energy upgrade projects to public agencies. This includes $57M+ in energy projects for public agencies with a focus on developing comprehensive turnkey solutions, incorporating a wide range of energy efficiency, renewable generation, resiliency, and decarbonization. Project experience includes:  Yosemite Unified School District, City of Fairfield, County of Alameda, Oak Harbor Public Schools, Town of Steilacoom, South Kitsap School District, Ocean Beach School District, Green Power Program, and Powerful Neighborhoods Program 50% Aaron Buys, PE Engineering and Design Director 18 Years of Experience Has extensive experience in sustainable building design, energy efficiency, and renewable energy. Led design and implementation efforts for $100M+ of performance contracting projects for state and local government, healthcare, higher education, K-12 schools, institutional facilities, and industrial plants. Project experience includes:  Caltrans D1 HQ; Colorado Department of Personnel & Administration Phases 1 & 2; City of South Lake Tahoe; Kaiser Permanente (Various); City of San Diego 50% Thomas Muñoz, PE Project Development Team Lead 31 Years of Experience Brings experience and engineering leadership, specializing in energy efficiency and project management. Oversees portfolio building energy management and DERs, with a focus on decarbonization and resilience, and driving innovation and sustainability. Project experience includes:  Alameda County, the Cities of San Diego, South Lake Tahoe, Brisbane, Imperial Beach, and Vallejo 50% Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 15 KEY STAFF Name, Role, Experience Resume Highlights % Available Esam Rostom, DBIA Director of Construction 29 Years of Experience Possesses extensive construction management with turnkey design-build projects. Implemented $450M in design-build construction projects. Manages construction personnel, the client and design team interactions, project buyout, constructability reviews, subcontractors, purchase orders, project controls, and construction quality. Project experience includes:  Caltrans D1 HQ; Sonoma County; City of San Fernando Police Dept.; Escondido Schools; Cities of Escondido, Compton, and Downey 30% Trevor Hogan Construction Manager 40 Years of Experience Manages daily operations of each project, ensuring smooth execution from start to finish. Oversees material deliveries, manages RFIs and change orders, upholds quality control standards, ensures accurate scheduling and timely fulfillment of contract obligations. Maintains close communication with clients, prioritizing their satisfaction. Project experience includes:  City of San Fernando - Police Station, Escondido School District, and Yosemite Unified School District 60% Mark Effinger, PE, CMVP, CEA, CCP Director of Commissioning 18 Years of Experience Provides direct leadership over Willdan’s Cx team to ensure high-quality project delivery for our clients. Completed 100+ Cx and energy audit projects covering 35M+ sf of facilities. Project experience includes:  City of Dublin; DGS – Elihu Harris State Building, Mission Valley, Van Nuys; Martin Army Community Hospital; State of Oregon; State of Washington; King County WA 30% ADDITIONAL STAFF Name Years of Experience Role % Available Bryan Rossi, PE 8 Lead Mechanical Engineer 50% Shane Maddox, PE 18 Lead Electrical Engineer 50% Zoe Warp, CEM 6 Energy Engineer 50% Ben Laboy, MS, PE 9 DER Team Lead 35% Zhen Han 30+ Financing Lead 10% Lou Jacobson 17 Utility Program Coordination Lead 20% Abe Eustice, MS 13 Construction Manager 50% Paul Zessau 23 Site Superintendent 75% Kyle Ehrenzeller 8 Pre-Construction DSA/OSFM/Inspections Lead 20% Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 16 6. Experience in Energy Conservation Projects Willdan has completed 200,000+ energy conservation projects, including 500+ design-build and/or Energy Savings Performance Contract (ESPC) projects nationwide. Exhibit 7 summarizes our recent energy conservation projects for public clients in California. Ut i l i t y P r o g r a m Ma n a g e m e n t De s i g n In s t a l l Ma i n t a i n En e r g y & Di s t r i b u t i o n California DGS IGA, Incentives, Boilers, and Other Energy Services ✓ ✓ ✓ ✓ City of Dublin IGA, Incentives, Solar PV, EV Chargers, Microgrid, EVCS Master Plan ✓ ✓ ✓ ✓ ✓ City of Inglewood EV Fleet Electrification and Public EVCS Infrastructure Master Plan ✓ ✓ City of Fairfield EV Fleet Electrification Master Plan, IGA ✓ ✓ City of Arcadia IGA, Utility Meter Engineering, Civil, and other Energy Services ✓ ✓ ✓ City of Bellflower Energy Grant Application & Reporting, and other Energy Services ✓ ✓ ✓ ✓ City of San Diego IGA, Incentives, and Other Energy Services ✓ ✓ ✓ ✓ ✓ City of Chino Hills IGA, Civil Engineering, and other Energy Services ✓ ✓ ✓ ✓ City of Claremont IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓ ✓ City of El Segundo IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓ City of Elk Grove Energy Services, and LED Streetlighting ✓ ✓ ✓ ✓ ✓ City of Lakewood IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓ ✓ City of Manhattan Beach Energy Services, Solar PV, CCA Support ✓ ✓ ✓ ✓ City of Newport Beach IGA, Incentives, other Energy Services, and LED Streetlighting ✓ ✓ ✓ ✓ ✓ City of Norwalk IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓ ✓ City of Palm Springs IGA, Incentives, and other Energy Services, and Solar PV ✓ ✓ ✓ ✓ ✓ City of Pico Rivera Energy Grant Application & Reporting, and other Energy Services ✓ ✓ ✓ ✓ ✓ City of Rancho Cucamonga IGA, Incentives, Benchmarking, and Solar PV ✓ ✓ ✓ ✓ ✓ City of Rosemead IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓ ✓ City of San Francisco Energy Services, Solar PV ✓ ✓ ✓ ✓ ✓ City of Santa Monica Energy Services ✓ ✓ City of South Lake Tahoe Energy Services ✓ ✓ ✓ ✓ ✓ City of Stockton IGA, Incentives, other Energy Services, Design-Build ✓ ✓ ✓ ✓ Exhibit 7. Experience in Energy Conservation Projects Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 17 Identify Subcontractors Request Letters of Interest to Prequalify Enter Subcontractor Data into Pantera Send RFP to Qualified Subcontractors Conduct Mandatory Jobsite Walks Complete Bid Review Review Recommendations with Client 7. Experience with Similar Customer and Facility Types Section 2. Energy Conservation Measures and Scope Details of this response provides detailed project examples, per ECM, from similar customers and facility types that align with the relevant ECMs identified for SLO. The customers served in these example projects are California cities and other public agencies with facilities that include municipal swim centers, office buildings, community centers, and other facilities. 8. Competitive Methodology for Selecting Sub-Contractors Equipment Competition Process Because we are 100% vendor-neutral, Willdan works with all qualified manufacturers/vendors to solicit bids on equipment for cost competition. On average, our equipment competition process saves customers 10%+ on material costs. Our equipment bidding process leverages a 20+ year relationship with manufacturers and includes: 1. Document Specifications & Requirements: Establish equipment specification and requirements documents 2. Review Submittals and Specifications with Caltrans: Confirm document and consensus on equipment approach 3. RFP to Qualified Equipment Providers: Send RFP and request pricing from qualified manufacturers/vendors 4. Secure Qualified Discounts: Obtain formal equipment price credits (price reductions) in writing to guarantee 10%+ savings on material costs 5. Obtain Best Value Additions: Require RFP respondents to provide value additions (e.g., history of on-time delivery/supply chain stability, warranty terms, etc.) in writing 6. Review and Organize RFP Response: Organize qualifying manufacturer RFP responses into an easy-to-read format for the City to review with us 7. Review Recommendations with City: Include our summary for the City (in addition to access to source files): i. Best pricing negotiated by the Willdan team, “Good,” “Better,” and “Best” options, explanation of manufacturer resources to support the RFP, formal proposal details prices and terms for all equipment, submittal binder details all technical attributes and warranties Labor Competition Process Our pre-construction team has decades of experience and is solely focused on the subcontractor bidding and procurement process, including negotiating best pricing. We use the Pantera software platform to organize subcontractor information, distribute RFPs, and drive competitive bidding. Pantera offers our clients full transparency throughout bidding. During each project, we follow these tasks: 1 2 3 4 5 6 7 Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 18 1. Identify Subcontractors: Continue to find local, qualified subcontractors i. Interview SLO and invite their vetted and approved trade pros to bid ii. Search online databases for subcontractors, including those with diverse-certified status iii. Contact known local contractors with a proven track-record on past projects 2. Request Letters of Interest to Prequalify: Obtain contact information and qualifications if subcontractor is interested in bidding the work 3. Enter Subcontractor Data into Pantera: Input all necessary information, including: i. A profile for each subcontractor, the profile for each SOW, document RFIs or addendums, subcontractor pricing 4. Send RFP to Qualified Subcontractors: Provide RFP documents 5. Conduct Mandatory Jobsite Walks: All qualified subcontractors attend walk-through(s) with our Construction Management Team 6. Complete Bid Review: Perform bid-leveling of subcontractor proposals against the SOW and meet with subcontractors to resolve ambiguities between scope and proposals 7. Review Recommendations with Client: Review proposals with the City to select best cost/qualified bidders Subcontractor Bidding Highlight – Willdan’s Supplier Diversity Program: We launched our Supplier Diversity Program to partner with and utilize disadvantaged business enterprises (DBEs) to the greatest extent possible. More information on Willdan’s approach to our Supplier Diversity Program can be found here. 9. Proposed IGA Fee Our proposed fixed IGA fee for SLO is $0. We are confident we will deliver the project that SLO is expecting at the completion of the IGA at no cost given our institutional knowledge of SLO (i.e., city-wide needs, reporting, communication protocol, funding goals, etc.), our expertise in developing and delivering energy upgrade projects, and our collaborative and iterative process. Willdan Labor Competition Success + 90%+ of our energy performance contracts use local subcontractors + 20%+ subcontractor labor cost savings achieved due to Willdan’s in-house construction documents providing contractor clarity in side-by- side comparison with a narrative SOW Diversity + To date, Willdan has worked with 1,500+ diverse subcontractors across our energy efficiency projects Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 19 10. Cost Data Proposed Project Financial Overview Willdan’s submission includes the Cost Questionnaire Excel spreadsheet for the proposed project scope. In Exhibit 8, we also summarize our proposed project cost estimates and associated savings benefits for SLO for ease of reference. Exhibit 8. Summary of Proposed Project Costs and Savings ECM Description Annual kWh Saved Annual Therms Saved CO2 Savings (metric tons) Utility Savings Maint. Savings Turnkey Cost Estimate Estimated Incentives* (one time) Simple Payback (years) ECM 1. Swim Center Decarbonization -365,448 83,050 439 $37,100 $0 $4,815,000 $414,450 118.6 ECM 2. City Hall Space Heating Boiler Replacement with Heat Pump -6,219 4,444 23.5 $6,400 $0 $930,000 $79,900 132.8 ECM 3. Gas-Fired Furnace Replacements -5,908 8,190 43.3 $7,300 $5,000 $790,000 $78,700 57.8 ECM 4. DERs/Peak Shaving 363,100 0 0 $100,600 $0 $3,661,000 $1,098,300 25.5 ECM 5. Lighting Upgrades 93,660 0 0 $27,400 $2,400 $473,000 $20,000 15.2 ECM 6**. On-Site Chlorine Generation 0 0 0 $41,000 $115,000 $1,046,000 0 6.7 ECM 7**. Transformer Upgrades 16,356 0 0 $4,500 $0 $78,000 0 17.3 Totals 95,541 95,684 505.8 $224,300 $122,400 $11,793,000 $1,691,350 29.1 Projects to Explore Further in IGA During the IGA process, Willdan would like to collaborate with SLO on the potential project scopes highlighted in Section 2 to explore their viability. These measures were not included as part of our primary project recommendations, as more detailed analysis is required to vet their potential costs, incentives, and savings for financial feasibility. *The estimated incentives from PG&E GK12 are dependent on close collaboration between SLO, Willdan, and PG&E to meet program requirements. Additional incentives may be available and some incentives may have conflicting requirements. Willdan will support SLO from start to finish to maximize project incentives. **ECMs 6 and 7 are proposed scopes in addition to the required ECMs 1-5. Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 20 Table Containing Labor Rates Exhibit 10 includes the requested labor rates for the job classifications that will be performing the implementation of the project. Exhibit 10. Hourly Rate Schedule Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 21 Funding Sources As one of the nation’s top utility program administrators, Willdan provides utility program support to PG&E, SoCalGas, and 100+ utility programs nationwide. To date, Willdan has secured $2B+ in financing, including utility rebates and incentives. Our in-house team tracks guidelines, eligibility, and deadlines for available energy, water, and transportation grants, and Investment Tax Credits (ITCs). Willdan has worked with 1,200+ state agencies, cities, counties, school districts, and other entities nationwide to address a wide range of financial needs. Our team preliminarily estimates between $1.6M – $1.7M+ in potential incentives/credits/deduction benefits to realistically be pursued for the SLO project based on the proposed project scope. In Exhibit 11, we summarize potential funding sources that can be explored for the desired projects at SLO. Exhibit 11. Willdan Proposed Funding Mechanisms and Preliminary Projected Amounts for the City of San Luis Obispo Proposal for IGA City of San Luis Obispo Request for Proposal 224691 Pacific Gas and Electric 22 Experience with Relevant Funding Programs – PG&E GK12 Willdan currently implements the PG&E Public Sector Government and K-12 (GK12) Energy Efficiency Program. The GK12 Program was launched in 2021 and is in contract with PG&E until the end of 2027. GK12 is tasked with providing technical and financial solutions to support and install energy savings projects with local governments such as San Luis Obispo. Willdan has served San Luis Obispo previously through the GK12 Program by providing a turnkey service that delivered $99,780 in incentives and focused on the supporting electrification of their unitary sized hot water heaters. Through the GK12 Program, Willdan has evaluated several SLO facilities associated with this SST solicitation and has verified the City Hall and Swimming Pool Project as eligible for the program’s fuel substitution (electrification) measures. Willdan’s integration of the GK12 Program will provide benefits to SLO by providing:  Technical support for CPUC program compliance reporting  Conceptual design  Agency decision making  Direct incentives for eligible upgrades  On-bill financing for eligible projects  Support finding alternative non-IOU and funding and financing Willdan has previous experience integrating the GK12 Program in the implementation of complex multi-year turnkey projects. Proof: Willdan combined a turnkey solution with the GK12 Program and Peninsula Clean Energy (PCE) Government Building Electrification Program to advance the Community Pool Electrification project at the City of Brisbane. GK12 will deliver an incentive that is estimated to exceed $250k and PCE will deliver an incentive + financing that is expected to be valued at $1.2M. Proof: Willdan has experience integrating PG&E and SST programming through the County of Sonoma project and secured $90k in incentives from the PG&E GK12 Program that was passed through to the County. Financial Capability  $500M+ of Turnkey Projects in CA in Last Five (5) Years  $100M in Bonding Capacity  $700M+ in Secured Grants & Incentives in CA  $2.5B+ in Secured Financing Willdan Energy Solutions 2401 E Katella Ave # 300 Anaheim, CA 92806 www.willdan.com