Participants Webinar Dinuba Energy Storage (DES) Request for Offer - - PowerPoint PPT Presentation

Participants’ Webinar

Dinuba Energy Storage (DES) Request for Offer

March 26, 2019

2

Agenda

• Introduction
• Dinuba Energy Storage Need and Details
• Solicitation Overview
• Offer Submittal Process
• Offer Form
• Intermission
• Q & A

3

Webinar Overview

• PG&E will not take questions during the presentation. Please save all questions for

the Q&A session

• Participants should email questions to DES_RFO@pge.com during the presentation

– Questions will be answered at the end of the webinar – PG&E might not address all questions during the Q&A portion of this webinar – After the webinar, PG&E will compile and post a Q&A document on Power Advocate (check back regularly)

• PG&E will post a list of attendees on PG&E’s website

– If you do not want your name or the name of your company published, please send an email to DES_RFO@pge.com by March 27, 2019 at 5 PM (Pacific)

• PG&E plans to post this presentation and a recording of the webinar on PG&E’s

DES RFO website (www.pge.com/rfo/dinuba)

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Communications and Website

• This presentation is intended to provide a summary of the information and

requirements set forth in the RFO materials

– To the extent there are inconsistencies between information in this presentation and the requirements in the RFO materials, the RFO materials published on PG&E’s website govern

• Participants should carefully review the DES Solicitation Protocol and all RFO materials

(available on PG&E’s DES RFO website & Power Advocate), including but not limited to:

– RFO materials – Detailed instructions for submitting Offers(s) using Power Advocate – Additional resources and Q&A (on Power Advocate)

• All solicitation communications should be directed to: DES_RFO@pge.com

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RFO Schedule

Date/Time Event February 21, 2019 PG&E issued RFO March 20, 2019 Site visit March 26, 2019 Webinar April 12, 2019 Date for requested submissions of Intent to Bid May 10, 2019 by 1:00 PM (Pacific) Deadline for Participants to submit Offers via Power Advocate June 11, 2019 Participants notified of eligibility for shortlisted offer negotiations June 14, 2019 Participants notify PG&E whether they accept Shortlist status June – August 2019 Negotiations

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Agenda

• Introduction
• Dinuba Energy Storage Need and Details
• Solicitation Overview
• Offer Submittal Process
• Offer Form
• Intermission
• Q & A

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2019 DES project need (1 of 2)

• The ESS need:
• Base offer: 7 MW, 4 hr
• Also accepting variants: 10 MW, 2.8 or 4 hr
• When: Operative date May 2021

(Substantial Completion)

• Where: Dinuba 70kV/12kV substation

Interconnected on 12kV system

Dinuba Energy Storage

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2019 DES project need (2 of 2)

• Approved by CAISO in 2017-18 TPP:
• Same approval process as traditional annual transmission project approvals
• First of its kind in CAISO as dedicated transmission asset
• Cost-effective alternative (in place of traditional reconductor) for reliability

requirements

• No additional CPUC approval required
• Use Case:
• Transmission reliability
• Non-wires alternative
• Peak-shaving
• Connected at

distribution voltage

• No market-participation

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Agenda

• Introduction
• Dinuba Energy Storage Need and Details
• Solicitation Overview

− Contracts solicited − Scope of Work & responsibilities − Requirements – eligibility, safety − Evaluation methodology

• Offer Submittal Process
• Offer Form
• Intermission
• Q & A

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Contracts solicited

• Contracts

– (1) EPC Agreement – Substantial Completion by May 31, 2021 – (2) LTPMA (Long-term Performance and Maintenance Agreement) – 20 years from COD

• Project size / characteristics

– 7 MW (Base Offer) or 10 MW – 4 hours (Base Offer) – If bidding 10 MW, then 2.8 hours or 4 hours – 50 annual cycles (Base Offer) or 365 annual cycles

• Offers

– Max six (6) Offers per Participant – Each Participant must submit a Base Offer (7 MW, 4 hours; 50 annual cycles) – Other offers will be accepted for 10 MW (either 2.8 or 4 hours) and 365 cycles, i.e. these variants: – Other offers (for any of the size/cycle alternatives above) that offer cost savings, through engineering decisions or changes to PG&E requirements / requests, are encouraged (see Appendix B5 for details)

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Scope of Work & Responsibilities

• Scope of Work

– PG&E: Extend 12 kV bus, design/install 12 kV switchgear – Vendor: ESS, PCS/inverter, pad-mount transformer, LV & MV cabling to switchgear

• Not in scope for bidders: Site control, interconnection, any discretionary permits
• Responsibilities

PG&E Vendor Energy Storage System (ESS) Own & operate ✓ Design/construct – EPC ✓ Maintain – LTPMA ✓ Interconnection facilities ✓ Permits Any required discretionary ✓ Ministerial (in discussion w/vendor) ✓

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Requirements – Eligibility

• Online date: Substantial Completion by May 31, 2021
• Location: Dinuba Substation
• Space: Fully spatially contained within available land allotted for the ESS

(including space required for energy storage augmentation to meet LTPMA performance guarantees)

• Complete Offer Package: See Protocol, Appendices, and READ ME FIRST

document on Power Advocate (see next slide)

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Requirements – READ ME FIRST document

Contents

• Solicitation Details
• Definitions of Critical Milestones – EPC
• Minimum Performance Guarantees – EPC
• Performance Guarantee Discussion – LTPMA
• Overview of Materials Posted on Power Advocate
• Scope of Work & Division of Responsibility
• Term Sheets (EPC, LTPMA)
• Cost Breakdown Matrix (required in Appendix B5)
• Geotech, topo survey, GPR
• Site photos
• Drawings (draft SLD, General Arrangement, typical switchgear drawings)
• Key PG&E standard documents, Qualified Supplier List

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Requirements – Safety

• National Fire Protection Association (NFPA 855)
• Designing/construct in accordance with National Fire Protection Association

Standard 855 (NFPA 855)

• Meet all standards / requirements of the current draft version
• If final version differs materially from draft available as of execution date, PG&E

will consider a change order

• California Building Code: Designing/construct ESS in accordance with applicable

California Building Code requirements

• Appendix B1:
• Describe known safety hazards associated with ESS technology / configuration
• Describe systems or processes to manage or mitigate any risks
• Identify industry safety-related codes / standards & govt regulations that apply

to design / operation of the ESS

• Appendix B3: Provide safety record of Participant & identified contractors
• Appendix B5: Provide bidder safety polices and plans

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Evaluation Criteria

• Least Cost, Best Fit
• Quantitative factors

– Fixed EPC costs (EPC agreement) – Fixed long-term performance and maintenance costs (LTPMA agreement)

• Qualitative factors

– Project Viability

– Plans for key project activities – Bidder experience – Technology viability

– Technology and counterparty concentration – Safety

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Agenda

• Introduction
• Dinuba Energy Storage Need and Details
• Solicitation Overview
• Offer Submittal Process
• Offer Form
• Intermission
• Q & A

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• Offers must be submitted via the online Power Advocate platform
• Only accepted registrants are permitted to submit Offers
• Register through Power Advocate for Event ID 88014 (link to register can be found at

www.pge.com/rfo/dinuba)

• PG&E strongly encourages you to register well in advance of Offer due date of May

10, 2019 at 1 PM (Pacific)

• PG&E will only consider Offers that, as of the submittal deadline, are complete
• Guidelines:
• Upload Offers as “Commercial” and “Administrative” doc type in Power Advocate
• If submitting more than one Offer, each should be in separate zip files
• In file names, include short references to Participant name (e.g. acronym) and

appendix (e.g App B)

• Each Appendix should be separate folder or document, not one long document for all

Appendices

Offer submittal

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Required submission forms

Offer Package must be in the format as specified in the DES RFO Protocol

Notes:

• Incomplete documentation will require additional communication to resolve
• Additional documents required if eligible for Shortlist

Document Format Location

• Introductory Letter, indicating which sections of Offer Package

are the same over multiple Offers vs. differ by Offer variant MS Word DES RFO site Appendix A Offer Form (fully completed; one for each variant offered) Also: 1 summary document per bid describing variances (see instructions in Appendix B5) MS Excel Appendix B Supplemental RFO Documents Required for Participation PDF Appendix C Confidentiality Agreement (if not already submitted) PDF Appendix D1 Redline – Term Sheet for Utility Owned Engineering Procurement Construction (EPC) Agreement MS Word Power Advocate Appendix D2 Redline – Term Sheet for Long-Term Performance and Maintenance Agreement (LTPMA) MS Word Appendix F Redline – Scope of Work (if applicable) MS Word

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Appendix B

• Appendix B1: Project Description
• System description
• Technical/equipment description
• Operating parameters
• Permitting
• Appendix B2: Project Milestone Schedule
• Appendix B3: Experience and Qualifications
• Appendix B4: Organizational & Finance Info
• Appendix B5: Additional Information
• Preliminary project drawings & project description
• Decommissioning plan
• QA/QC plans
• Safety policies and plans
• Experience with PG&E projects, energy storage projects
• Cost Breakdown Matrix (Excel file – found on Power Advocate)
• Contractors/subcontractors

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Keys to a Successful Proposal

• Review the Protocol & other materials on our website at

www.pge.com/rfo/dinuba

• Review confidential materials on Power Advocate
• Submit a complete Offer Package by the deadline May 10
• Eligibility requirements
• Competitively priced and accurately detailed Offer
• Respond promptly to inquiries by PG&E regarding your Offer
• If you have any questions, please send all communications to

DES_RFO@pge.com

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Agenda

• Introduction
• Dinuba Energy Storage Need and Details
• Solicitation Overview
• Offer Submittal Process
• Offer Form
• Intermission
• Q & A

22

Offer Form Structure

• Instructions
• Validation worksheet
• Participant Information
• Project Information
• Operating Characteristics
• EPC Experience
• Offer Details – pricing worksheet
• Degradation
• Supply Chain Responsibility
• File Name – follow these instructions for the file name

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Offer Form – Instructions

• Be sure to ENABLE MACROS when opening the Offer Form
• Instruction tab provides directions on completing the form
• Save and submit the form in Microsoft Excel “.xlsb” format

No other formats will be accepted

• Each cell with a yellow background must be filled out. Once completed

the yellow background will disappear

• Grayed out cells are auto-calculated cells – not to be manually filled out
• If the word “Complete” does not appear at the top of each page, the

form will be deemed invalid

• Workbook will recalculate automatically; press F9 to manually refresh

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Offer Form – Validation

• No data entry required on this tab
• This tab shows whether all required fields on each tab have been filled in
• Do not submit an offer form until the Validation tab shows COMPLETE for all tabs

Example: In this case, only one tab has been completely filled in

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Offer Form – Participant Information

• Complete legal entity name

and location information

• At least one authorized

contact

• Provide complete Contractor

information

• Provide parent company

information if applicable

• Read through each attestation

and affirmation on the Participant Information tab

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Offer Form – Project Information

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Offer Form – Operating Characteristics

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Offer Form – Offer Details

Participants are required to provide pricing in their Offer Form, including:

• Contract Price ($) – EPC
• Preventative Maintenance Services Fee ($ in each year) – LTPMA
• Performance Guarantee Fee ($ in each year) – LTPMA

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Offer Form – File Name

Click this button Paste the file name in the Excel File Name field Save VERY IMPORTANT! Please follow instructions carefully.

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Offer Form – Key Takeaways

• Enable macros in the Excel file
• Submit a separate Offer Form for each Offer, along with 1 summary

document per alternate bid noting differences between Offers

• Ensure file name is same as pre-populated Offer ID
• See last tab
• Especially important when submitting more than 1 Offer
• Pay attention to “Units” i.e. kW vs MW
• Be sure all fields are filled in completely – check Validation tab to confirm
• Data contained in Offer Forms must be consistent with Contract Values

31

Agenda

• Introduction
• Dinuba Energy Storage Need and Details
• Solicitation Overview
• Offer Submittal Process
• Offer Form
• Intermission
• Q & A

32

Agenda

• Introduction
• Dinuba Energy Storage Need and Details
• Solicitation Overview
• Offer Submittal Process
• Offer Form
• Intermission
• Q & A

33

Key Takeaways

Thank you for attending. Next steps:

• Webinar materials, including attendee list, will be posted online
• Check Power Advocate regularly for Q&A document updates
• Intent to bid (email to DES_RFO@pge.com) – April 12
• Bids due – May 10